GUIDANCE MANUAL
                      FOR
             COMPLIANCE WITH THE
   FILTRATION AND DISINFECTION REQUIREMENTS
                      FOR
             PUSUC WATER SYSTEMS
                     USING
            SURFACE WATER SOURCES
           MARCH 1991 EDITION
I'
ui
a
          SCIENCE AND TECHNOLOGY BRANCH
          CRITERIA AND STANDARDS DIVISION
             OFFICE OF DRINKING WATER
        U.S. ENVIRONMENTAL PROTECTION AGENCY
                WASHINGTON. D.C.

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                            GUIDANCE MANUAL
                                  FOR
                          COMPLIANCE WITH THE
                FILTRATION AND DISINFECTION REQUIREMENTS
                                  FOR
                          PUBLIC HATER SYSTEMS
                                  USING
                          SURFACE  WATER SOURCES
                                   for
                      Science and Technlogy Branch
                     Criteria and Standards  Division
                        Office of Drinking Hater
                  U.S. Environmental Protection Agency
                            Washington, D.C.
                         Contract No.  68-01-6989
Malcolm Pirnie, Inc.                      HDR Engineering,  Inc.
100 Elsenhower Drive                      5175 Hlllsdale Circle
Paramus, New Jersey 07653                 Eldorado Hills, CA   95630.
                              October, 1990

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                         Acknowledgments


Preparation of this document involved important contributions from
many people  in  two consulting engineering firms, several private
consultants, and the United states.Environmental Protection Agency
(USEPA).   Malcolm Pirnie,  Inc.,  with  technical  contributions
provided by  HDR Engineering Inc.,  conducted  the day-to-day work
under contract with the USEPA.

Principal authors from Malcolm Pirnie were David  J. Hiltebrand and
Linda Averell Wancho.   Personnel from HDR involved  in this work
were Jerry Troyan  and Perri P.  Garfinkel.   Additional personnel
from Malcolm Pirnie who contributed to either the  technical content
or the preparation  of the manual included: John 1. Dyksen, James K.
Schaefer, Scott L.  Phillips and Peter B. Galant.

Private consultants who contributed to the document included:
Dr. Appiah Amirtharajah,  Georgia Institute of Technology, Atlanta,
GA; Dr. Ovadia Lev, Hebrew University, Jerusalem, Israel;
Dr. Vincent Oliveri, formerly John Hopkins University, Baltimore,
MD; Dr.  Phillip C. Singer, University of North Carolina,  Chapel
Hill, NC? Dr. Mark Wiesner, Rice University, Houston, TX.

Preparation of the document was overseen by Stig Regli, the USEPA
project officer. Valuable technical review and major contributions
to the  text  were  provided  by Thomas Grubbs, Office  of Drinking
Water, USEPA, and Leigh Woodruff, Region X, USEPA.

Special thanks are given to the following  individuals working for
USEPA  whose  review  and  comment  on  numerous  drafts  greatly
contributed  to  the evolution of  this document: John Davidson,
Office  of  Policy,  Planning  and Evaluation,*    Edwin Geldreich,
Drinking  Water  Research  Division,  Office   of  Research  and
Development; John  Hoff,  formerly  with  Drinking Water Research
Division, Office of  Research and  Development;   Walt Jakubowski,
Environmental Monitoring and Support Laboratory,  Office of Research
and Development,* Dr.  Gary Logsdon,  formerly  with Drinking Water
Research  Division, Office of  Research  and  Development;  Kevin
Reilly, Region I; Margaret Silver, Office of General Council; and
Jim Westrick, Technical Support Division, Office of Drinking Water.

Appreciation is also expressed  to state public health officials,
representatives of the drinking water industry,  academicians, and
the American public for  their participation in submitting timely
and insightful  comments without which this document would not have
been possible.                                              • '


Some of the appendices have primary authors which are  noted on the
corresponding cover pages.
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TABLE OF CONTENTS

1.     INTRODUCTION

2.     GENERAL REQUIREMENTS
    2.1       Application
    2.1.1      Types of Water Supplies
    2.1.2      Determination of Applicable Sources
    2.2       Treatment Requirements
    2.3       Operator Personnel Qualifications

3.     COMPLIANCE FOR SYSTEMS NOT FILTERING
    3.1       Source Water Quality Criteria
    3.1.1      Coliform Concentrations
    3.1.2      Turbidity Levels
    3.2       Disinfection Criteria
    3.2.1      Inactivation Requirements
    3.2.2      Determination of Overall Inactivation for Residual Profile, Multiple Disinfectants and Multiple
             Sources and Multiple Sources
    3.2.3      Demonstration of Maintaining a Residual
    3.2.4      Disinfection System Redundancy
    3.3       Site-Specific Conditions
    3.3.1      Watershed Control Program
    3.3.2      On-site Inspection
    3.3.3      No Disease Outbreaks
    3.3.4      Monthly Coliform MCL
    3.3.5      Total Trihalomethane (TTHM) Regulations

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4.     DESIGN AND OPERATING CRITERIA FOR FILTRATION AND
       DISINFECTION TECHNOLOGY
    4.1        Introduction
    4.2        Selection of Appropriate Filtration Technology
    4.2.1       General Descriptions
    4.2.2       Capabilities
    4.2.3       Selection
    4.3        Available Filtration Technologies
    4.3.1       Introduction
    4.3.2       General
    4.3.3       Conventional Treatment
    4.3.4       Direct Filtration
    4.3.5       Slow Sand Filtration
    4.3.6       Diatomaceous Earth Filtration
    4.3.7       Alternate Technologies
    4.3.8       Nontreatment Alternatives
    4.4        Disinfection
    4.4.1       General
    4.4.2       Recommended Removal/lnactivation
    4.4.3       Total Trihalome.thane (TTHM) Regulations

5.  CRITERIA  FOR DETERMINING IF FILTRATION AND DISINFECTION
    ARE SATISFACTORILY PRACTICED
    5.1        Introduction
    5.2        Turbidity Monitoring Requirements
    5.2.1       Sampling Location
    5.2.2       Sampling Frequency
    5.2.3       Additional Monitoring
    5.3        Turbidity Performance Criteria
    5.3.1       Conventional Treatment or Direct Filtration
    5.3.2       Slow Sand Filtration
    5.3.3       Diatomaceous Earth Filtration
    5.3.4       Other Filtration Technologies
    5.4        Disinfection Monitoring Requirements
    5.5        Disinfection Performance Criteria
    5.5.1       Minimum Performance Criteria Required Under the SWTR
    5.5.2       Recommended Performance Criteria
    5.5.3       Disinfection By-Product Considerations
    5.5.4       Recommended Disinfection System Redundancy
    5.5.5       Determination of Inactivation by Disinfection
    5.6        Other Considerations

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6.     REPORTING
    6.1        Reporting Requirements for Public Water Systems Not Providing Filtration
    6.2        Reporting Requirements for Public Water Systems Using Filtration

7.     COMPLIANCE
    7.1        Introduction
    7.2        Systems Using a Surface Water Source Not Ground Water Under the Direct nfluence of
              Surf ace Water)
    7.3        Compliance Transition with Current NPDWR Turbidity Requirements
    7.4        Systems Using a Ground Water Source Under the Direct Influence of a Surface Water
    7.5        Responses for Systems not Meeting the SWTR Criteria
    7.5.1      Introduction
    7.5.2      Systems Not Filtering
    7.5.3      Systems Currently Filtering

8.     PUBLIC NOTIFICA TION

9.     EXEMPTIONS
    9.1        Overview of Requirements
    9.2        Recommended Criteria
    9.3        Compelling Factors
    9.4        Evaluation of Alternate Water Supply Sources
    9.5        Protection of Public Health
    9.6        Notification to EPA

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                                     List of Tables

Table                     Description
    2-1        Survey Form for the Classification of Drinking Water Sources
    4-1        Removal Capabilities of Filtration Processes
    4-2        Generalized Capability of Filtration Systems to Accommodate Raw Water Quality Conditions
    6-1        Source Water Quality Conditions for Unfiltered Systems
    6-2        Long Term Source Water Quality Conditions for Unfiltered Systems
    6-3        CT Determination for Unfiltered Systems Monthly Report to Primacy Agency
    6-4        Disinfection Information for Unfiltered Systems Monthly Report to Primacy Agency
    6-5        Distribution System Disinfectant Residual Data for Unfiltered and Filtered Systems - Monthly
               Report to Primacy Agency
    6-6        Monthly Report to Primacy Agency for Compliance Determination - Unfiltered Systems
    6-7        Daily Data Sheet for Filtered Systems
    6-8        Monthly Report to Primacy Agency for Compliance Deterimination-Filtered Systems
    7-1        Requirements for Unfiltered Systems
    7-2        Requirements for Filtered Systems
    2-1        Steps to Source Classification
    3-1        Determination of Inactivation for Multiple Disinfectant Application to a Surface Water Source
    3-2        Individually Disinfected Surface Sources Combined at a Single Point
    3-3        Multiple Combination Points for Individually Disinfected Surface Sources
    4-1        Flow Sheet for a Typical Conventional Water Treatment Plant
    4-2        Flow Sheet for Typical  Softening Treatment Plants
    4-3        Flow Sheet for a Typical Direct Filtration Plant
    4-4        Flow Sheet for a Typical Direct Filtration Plant with Flocculation

LIST OF APPENDICES

Appendix                Description
    A Use of Particulate Analysis for Source and Water Treatment Evaluation
    B Institutional Control of Legionella
    C Determination Of Disinfectant Contact Time D Analytical Requirements of the SWTR and a Survey of
       the Current Status of Residual Disinfectant Measurement Methods for all Chlorine Species and Ozone
    E Inactivation Achieved by Various Disinfectants
    F Basis for CT Values
    G Protocol for Demonstrating Effective Disinfection
    H Sampling Frequency for Total Coliforms in the Distribution System
    I   Maintaining Redundant Disinfection Capability
    J Watershed Control Program
    K Sanitary Survey
    L Small System Considerations
    M Protocol for Demonstration of Effective Treatment
    N Protocols for Point-of-Use Treatment Devices
    0 Guidelines to Evaluate Ozone Disinfection

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                            1,  INTRODUCTION

      This Guidance  Manual complements the  filtration  and disinfection
treatment  requirements  for  public  water systems  using  surface  water
sources  or ground water  under the direct  influence  of  surface  water
promulgated  in 40  CFR  part  141,  Subpart  H.   In  this manual,  these
requirements  are  referred, to as  in the Surface  Hater Treatment  Rule
(SWTR).
      The purpose of this manual is to provide guidance to United States
Environmental Protection Agency  (USEPA) Regional Offices, Primacy Agencies
and  affected  utilities in the  Implementation  of the SHTR, and  to help
assure that  implementation Is consistent,   for example,  the  SWTR sets
treatment  requirements which apply to a large range  of  source  water
conditions.  The guidance manual suggests design, operating and perform-
ance criteria for  specific  surface water quality conditions  to provide the
optimum protection from microbiological contaminants.  These recommenda-
tions are presented as advisory  guidelines only;  unlike the provisions of
the SWTR, these recommendations are not mandatory requirements.  In many
cases,  it will   be   appropriate   to tailor   requirements  to  specific
circumstances,' the guidance manual is designed  to give the Primacy Agency
flexibility in establishing the most appropriate treatment requirements
for the systems within their jurisdiction.
      Throughout  this  document,  the  term "Primacy Agency" refers  to a
State with primary enforcement responsibility for public water systems or
"primacy," or  to  mean  EPA  in  the case of a  State  that  has not obtained
primacy.
      In  order to facilitate  the  use  of  this  manual,   it  has  been
structured to  follow  the framework of the SWTR  as closely as  possible.
Brief descriptions of the contents  of  each  section of  this manual are
presented in  the following paragraphs.
      This  section  provides  guidance for  determining  whether  a water
supply source is  subject  to the requirements of  the  SWTR including the
determination of  whether  a  ground  water  source is  under  the direct

                                   1-1

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 Influence of surface water,I.e. at risk for the presence of S1ard1a cysts
•or other large microorganisms.  The overall treatment requirements of the
 SHTR are also presented, along with recommendations for the qualifications
 of operator personnel.

 Section 3
       For systems which are subject to the requirements of the SHTR and
 which do not currently provide filtration, this section provides guidance
 to the Primacy Agency  for determining  if  a given  system:
             Meets the  source water quality criteria
             Meets the  disinfection requirements including:
                   99.9 and 99.99 percent inactivation of Glardla cysts and
                   viruses and application  of the CT (disinfectant residual
                   concentration  x contact time} concept
                   Point  of entry to  distribution  system requirements
                   Distribution system  requirements
                   Provision for  disinfection  system  redundancy
             Maintains  an adequate watershed control  program
             Meets the  on-site inspection  requirements
         •   Mas not had  an Identified  waterborne  disease  outbreak
             Complies with the requirements of the revised Total Coliforra
             Rule
         -   Complies with Total  Trihalomethane (TTHM)  Rule

 Section 4

       This section pertains to systems which do not meet the requirements
 to avoid filtration  outlined in Section 3 and  therefore  are  required  to
 Install  filtration.  Guidance is  given  for the selection of an  appropriate
 filtration technology based on the source  water quality and the capabili-
 ties of various technologies to achieve the required performance criteria.
 In addition, recommended design  and operating  criteria are provided for
 different filtration technologies.

                                   1-2

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SfctionS
      Section 5 presents guidance to  the  Primacy Agency for determining
compliance with the turbidity and disinfection performance requirements,
and  In turn,  whether  filtration  and  disinfection are  satisfactorily
practiced.  Recommendations are made for the level of disinfection to be
provided In order to meet the overall  treatment requirements of the SWTR.
This section describes how  to evaluate the adequacy of disinfection using
CT or other methods.

Section 6
      Section 6 provides guidelines to the Primacy Agency for establishing
the reporting  requirements associated with the  SWTR.   The requirements
Include report content and  frequency, and are applicable  to both filtering
and nonfliterIng systems.

Section 7
      This  section provides  an overview  of the schedule for  Primacy
Agencies and utilities to meet the requirements of the SHTR.  Examples are
presented to provide guidance for corrective measures which can be taken
by systems which are not In compliance with  the treatment requirements.
Section8
      This section presents guidance on public notification.  Included are
examples of  events which  would  require notification,   language  for the
notices and the methods of notification.

Section 9
      Section 9 provides guidance to  the  Primacy Agency for determining
whether  a system Is  eligible  for  an  exemption.   The  criteria  for
eligibility for an exemption Include:
            Compelling factors (economic or resource limitations)
            No available alternate source
            Protection of public health

This  section' also  provides  guidance  for  evaluating  the  financial
capabilities of a  water system,  reviewing  the availability of alternate
sources and suggests interim measures for protecting public health.
                                   1-3

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Appendlets
      The manual  also contains  appendices  which provide more  detailed
guidance in specific areas.  These include:

Appendix A * EPA Consensus
Method for Giardia cvst Analysis
      Several procedures are available for fiiardla cyst analysis in water.
In  1983  the USEPA  held a  conference  to establish a  consensus on  the
procedure to be used in the future.  This consensus method would promote
uniformity in testing  and  provide a basis for future conparisons.   The
consensus method and the background data used to develop it are presented
In this appendix.

Appendix B - Institutional
Control of Legionella	
      Filtration and/or disinfection provides protection from Leg 1 one Ha.
However,  it  does not assure  that recent ami nation  or regrowth  will  not
occur  in the  hot  water or  cooling  systems  of  buildings  within  the
distribution system.  This appendix provides guidance for monitoring and
treatment which can be  used by  institutional systems for the control of
LegionelTa.

Appendix C - DeterminationofDisinfectant
Contact T^'roe
      In many  cases,  the  determination  of  disinfectant c.ontact times
needed to evaluate the CT of  a  water system will necessitate the use of
tracer studies.   This appendix provides guidance for .conducting these
studies.   In  some cases  It may not be practical to conduct a tracer study.
For such cases guidance is given for estimating the detention time based
on the physical  configuration of the system.
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Appendix D - Analytical Requirements
of the SWTR and A Survey of the Current
Status of Residual Disinfectant
Measurement Methods for all Chlorine
Species and Ozone         	
      This appendix includes a  listing of the analytical methods required
under the  SWTR.    An  executive summary  of a report  on the  analytical
methods  used to  measure  the  residual  concentrations of  the  various
disinfectants is  included.  The reliability and limitations of each of the
methods are presented.

Appendix E - Inactivations Achieved
by the Various Disinfectants	
      This appendix presents the log inactivations of Giardia cysts and
viruses which  are achieved at various  CT levels by  chlorine,  chlorine
dioxide, chloramines and ozone.  Inactivations of viruses achieved by UV
absorbance are also included.

Appendix F - Basis for CT Values
      This  appendix  provides the  background  and rationale  utilized in
developing the CT values for the various disinfectants.   Included is a
paper by Clark and Regli, 1990,  in  which  a mathematical model was used in.
the determination of CT values for free chlorine.

Appendix G - Protocol for Demonstrating
Effective Disinfection	
      This appendix provides the recommended protocols for demonstrating
the effectiveness  of  chloramines,  chlorine dioxide  and ozone as primary
disinfectants.
Appendix H - Sampling Frequency for
Total Conform in the Distribution System
      The sampling frequency required by the revised Total Col 1 form Rule
54 FR 27544  (June 29,  1989) is presented in this appendix.
                                   1-5

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Appendix I - Maintaining
pedundant Disinfection Capability
      This appendix details the conditions and equipment which should be
maintained  by  a system  using  chlorine,  chlorine dioxide,  ozone  or
ch lor amines  to assure  that compliance  with the  SWTR requirement  for
redundant disinfection 1s net.

Appendix J - Watershecj Control Program
      This appendix provides a detailed  outline  of a watershed program.
This program may be adjusted by the Primacy Agency to serve the specific
needs of a particular water system.

Appendix 1C - Sanitary Survey
      This  appendix  provides  guidance  for  conducting a  comprehensive
sanitary survey of a supply source and its treatment and delivery to the
consumer.  Suggested elements of an annual on-site inspection are Included
in Section 3.

Appendix L - SmallSystem Considerations
      This appendix describes  difficulties which may  be faced by small
systems in complying with the  SWTR along with guidelines for overcoming
these difficulties.

Appendix M - Protocol for the
Pemonitration of EffcetivfTreatment
      This  appendix  presents  pilot  study  protocols  to  evaluate  the
effectiveness  of  an  alternate  filtration  technology  in meeting  the
performance  requirements of the  SHTR.   It presents  the use of particle
size  analysis  for  demonstrating  the actual  removal  of  Giardia  cyst
achieved by  a treatment train.    Guidance for  conventional  and direct
filtration  plants to  demonstrate that  adequate  filtration  is  being'
maintained  at  effluent  turbidities  between  0.5  and 1  Nephelometric
Turbidity Unit (NTU)  is also included.
                                   1-6

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Appendix N - Protocol for
Point-of-Use Treatment Devices
      In some United cases, 1t nay be appropriate to Install point-of-use
(POU) or point-of-entry (POE)  treatment devices as an Interim measure to
provide  protection  to  the public  health.   This  appendix provides  a
protocol for evaluating and determining the efficacy of POU/POE treatment
devices.
,                                                 i'
Appendix 0 • Guidelines to
EvaluateOzone Disinfection
      The CT evaluation used for other disinfectants Is inappropriate for
ozone.   This appendix presents alternative  methods for evaluating  the
disinfection effectiveness of ozone systems.
                                   1-7

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                        2.  GENERAL REQUIREMENTS

2.1  Application
     The SHTR pertains to all public water systems which utilize a surface
water source or ground water source under the direct Influence of .surface
water.  The SWTR defines  a surface water as all waters which are open  to
the atmosphere  and subject to  surface  runoff.   Ground water under the
direct influence of surface water  is  defined as:   any water beneath the
surface of the ground with (1)  significant occurrence of insects or other
nacroorganisms, algae, organic  debris, or large-diameter pathogens such  as
Giardia Iambi la, §r (ii) significant and relatively rapid shifts in water
characteristics such as turbidity,  temperature,  conductivity, or pH which
closely correlate to climatological or surface water conditions.  Direct
influence must be determined for each individual source in accordance with
criteria established by the Primacy Agency.  The Primacy Agency criteria
may provide for documentation of well construction and  geology, with field
evaluation, or site-specific measurements of water quality as explained  in
Section 2.1.2.
     Saline water sources such  as the ocean are not generally considered
to be subject to the requirements of the SWTR because of the low survival
time of pathogens  in  a saline  environment (Geldreieh, 1989).  Pathogens
generally can only survive a few hours  in saline water and any remaining
pathogens should be removed or  inactivated during desalination.  However,
it 1s up  to the Primacy  Agency's  discretion to determine  which systems
must  meet the  SWTR requirements.    In  cases  where  there  is  a  sewage
discharge  located  near the water intake, it may be  appropriate for  the
Primacy Agency to require the system to comply with the SWTR.
     The traditional concept that all water in subsurface aquifers is free
from pathogenic  organisms is based upon soil  being  an effective filter
that  removes microorganisms  and  other relatively  large  particles  by
straining  and  antagonistic effects  (Bouwer,  1978).   In  most  cases
pathogenic  bacteria  retained in the  soil  find themselves  in  a hostile
environment, are not able to multiply and eventually die.  However, some
underground sources of drinking water may be subject to contamination  by
pathogenic organisms from the direct influence of nearby surface waters.
     Only those subsurface sources  which are at risk to contamination from
Qiardia cysts will be  subject  to the  requirements  of the SWTR.   Qiardia
                                   2-1

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                                                                               f
cysts generally range 1n size from 7 to 12 urn.  Subsurface sources which
may be it  risk to contamination from bacteria and  enteric  viruses,  but
which are not  at  risk from Giardia  cysts  will  be regulated  either under
the Total Coliforra Rule or forthcoming disinfection treatment requirements
for ground waters.   EPA  Intends  to  promulgate disinfection  requirements
for ground water systems  in conjunction with regulations for disinfection
by-products by 1992.
     2.1.1  Types of Water Supolie§                                          .      *
     Ifrfaee. Haters
     Surface water  supplies  that are often used as sources 'of drinking
water include  two major  classifications,  running and  quiescent waters.
Streams,  rivers and  brooks are examples of running water, while lakes,
reservoirs, impoundments  and ponds are examples of quiescent waters.  The
exposure of  surface waters  to  the atmosphere  results  in  exposure  to
precipitation events, surface water runoff  and contamination  with micro
and macroorganisms resulting from activities in their surrounding areas.
These sources are subject to the requirements  of the SWTR.
     Systems with rain  water catchments  not  subject to  surface runoff
(e.g.  roof  catchment  areas) are not considered vulnerable to contamination
from animal populations which carry  protozoan  cysts  pathogenic to humans
and are thus  not  subject  to the SWTR requirements.  However,  such systems          '*
should at  least provide disinfection to treat for potential bacterial  and
viral  contamination  coming from bird populations.1                                 *
     Iroynd Waters under Direct Influence ..of..Surface Hater
     Ground water sources which  may be  subject to contamination with
pathogenic organisms from  surface waters  include, springs,  infiltration
galleries,  wells or other  collectors  in subsurface aquifers.    The
following section presents  a recommended procedure for determining whether
a  source  will  be  subject to  the   requirements of  the SWTR.   These
determinations are  to  be  made  for  each  individual  source.    If  the
determination will involve  an evaluation of water  quality, eg. particulate
analysis,   it  is  important  that  these analyses  be  made on water taken
           One study  (Markwell  and  Shortridge,  1981)  Indicates that  a
           cycle of waterbome transmission and maintenance of influenza
           virus  may  exist  within  duck  communities,  and  that  it  is
           conceivable for virus transmission to occur in this manner to
           other susceptible animals,.including humans.
                                   2-2

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directly from  the source  and not on  blended water  or  water from  the
distribution system.
     2.1.2  Determination of ApplicableSources
     The Primacy Agency has the responsibility for determining which water
supplies must  meet the requirements  of the SWTR.   However,  it  is  the
responsibility of the water purveyors to provide the Primacy Agency with
the information needed to make this determination.  This section provides
guidance to the  Primacy Agency for determining which water supplies are
surface waters or ground waters directly influenced by a surface water and
are  thereby  subject  to  the  requirements  of the  SHTR.    Following  the
determination that the source is subject to  the SWTR,  the requirements
enumerated in Sections 2.2 and 2.3 must be met.
     The Primacy Agency must develop a program for evaluating ground water
sources for direct Influence by December 30, 1990.  All community ground
water systems must be evaluated by June 29,  1994, while all non-community
systems must  be evaluated by  June 29, 1999.   Primacy Agencies  with an
approved Wellhead  Protection  (WHP)  Program, may be  able  to  use  the WHP
program's requirements which  include delineation of wellhead protection
areas,  assessment of sources  of contamination  and  implementation  of
management control  measures.   These  same requirements can be  used for
meeting the requirements of the watershed control program for ground water
under the direct influence of  a surface water.
     A multiple step approach  has been developed as the recommended method
of determining whether a ground water source is under direct influence of
a  surface  water.    This  approach  includes  the review  of  information
gathered during  sanitary  surveys.  As  defined  by  the USiPA,  a sanitary
survey  is an  on-s1te review of the  water source,  facilities, equipment
operation and  maintenance of  a  public water system  for  the purpose of
evaluating the adequacy of such source, facilities, equipment, operation
and  maintenance  for producing  and  distributing  safe  drinking water.
Sanitary surveys  are required under the  Total  Coliform  Rule and may be
required under the forthcoming disinfection requirements  for ground water
systems as a  condition for obtaining  a variance or for determining the
level of disinfection required.  Therefore,  it is recommended that the
determination of direct influence be  correlated with the sanitary surveys
conducted under these other requirements.
                                   2-3

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A.  §ource Evaluation
     As illustrated on Figure 2-1, tht determination of whether i source
 fs subject to the requirements of the SWTR may involve one or more of the
 following steps:
     1.    A review of the records of the system's source(s)  to determine
           whether the source Is obviously a surface water,  I.e.  pond,
           lake, streams, etc.
     2.    If the source  1s a well, determination of whether It 1s clearly
           a ground water source,  or whether further analysis  1s needed
           to determine possible direct surface water influence.
     3.    A complete  review  of the system's files  followed by  a  field
           sanitary survey.  Pertinent information to gather 1n tht file
           review and field survey includes: source  design and .construc-
           tion; evidence  of  direct surface water  contamination;  water
           quality analysis;  indications of .waterborne disease outbreaks;
           operational procedures (i.e. pumping rates, etc.); and customer
           complaints regarding water quality or water related Infectious
           Illness.
     4.    Conducting  participate  analyses  and  other  water  quality
           sampling and analyses.

     Step K  Records Review  •
     A review of information pertaining to each source should be carried
out to identify  those  sources which are obvious surface waters.   These
would  include  ponds,  lakes,  streams,  rivers,  reservoirs, etc.   If  the
source is a surface water,  then  the SWTR would apply, and criteria in the
rule would need to be applied to determine if filtration  is necessary.  If
the source  Is  not an obvious  surface water,  then further analyses,  as
presented in Steps 2, 3,  or 4,  art needed to determine  if the  SHTR will
apply.  If the source  1s  a well  (vertical or horizontal), go to Step 2.
If the source is a spring, infiltration gallery, or  any other subsurface
source, proceed to Step 3 for a more detailed analysis.

     Step 2.  Review of Hell  Sources
     While most  well  sources  have  historically  been  considered  to  be
ground water, recent evidence suggests that some wells, especially shallow
wells  constructed  near surface  waters,  may be directly influenced  by
surface water.   One approach in determining whether  a well  is subject to
contamination by surface water would be to evaluate  the water quality of
the well  by the criteria  in Step 4.  However, this process is rather time
                                   2-4

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 Obvious Surface
    Sources:
Lakes, Reservoirs,
 Streams, Creeks,
   Rivers, etc.
  SWTR Applies
                                    Alt Public Water
                                       Systems
Identify Source Type
 Source Is Spring or
 Infiltration Gallery
                                   Review System Rle
                                      and Conduct
                                     Sanitary Survey
  Source Directly
   Influenced by
  Surface Water?
                                           -L
                                       Undeclded
                                           1
                                   Conduct Paniculate
                                    Analysis, Monitor
                                    Changes In Water
                                   Quality, Temperature,
                                          etc.
                                   Summary of Rndings
                                    Indicate Source Is
                                   Influenced by Surface
                                     Water and Could
                                     Contain Giardia?
                                   Source Is Vertical or
                                      Horizontal Well
 Well Is Protected from
Direct Surface Influence
    Based on State
       Criteria
 SWTR Does Not Apply
                  FIGURE 2-1 - STEPS TO SOURCE CLASSWCATTON

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consuming and labor Intensive.   In an attempt to reduce the effort needed

to evaluate well sources, a set of criteria has been developed to Identify
wells In deep, well protected aquifers which are not subject to contamina-
tion from surface water.  While these criteria are not as  definitive  as
water quality analysis,  it is  believed  that  they provide a  reasonable

degree of accuracy, and allow for a relatively rapid  determination  for a

large number of well sources in the U.S.
     Mel Is with perforations or a well  screen less than or equal  to  50
feet in depth are  considered to be shallow wells, and should b.e evaluated

for direct  surface  influence according to  steps 3 and/or 4.   For  wells
greater than 50 feet in depth,  State or  system  files  should  be reviewed
for the criteria listed belows


     1.    The well construction should include:
                 A surface  sanitary seal using  bentonite  clay,  concrete
                 or other acceptable material.

                 A well casing that penetrates a confining bed.

                 A  well  casing or  collector  laterals  that  are  only
                 perforated or screened below a confining bed.

           The importance  of  evaluating the hydrogeology  of wells  or
           collectors,  even those more than 200 feet from a surface water,
           cannot  be  overstated.   The  porosity  and transmissivity  of
           aquifer materials,  hydrologic gradients,  and continuity  of
           confining layers above screens or perforations may need  to  be
           considered in detail for some sources. Porous aquifer material
           is more  likely  to  allow surface water  to  directly influence
           ground water than finer grained materials.  In addition, high
           well  pumping rates may alter the existing hydrologic gradient.
           Ground water flow direction may change such that surface  water
           is drawn into a collector,  whereas under low pumping rates  it
           may not. Evaluating pumping rate effects and other hydrogeolo-
           gic information must be done on a site specific basis.

           If  information   on   well  construction  or  hydrogeology are
           incomplete or raise  questions regarding potential surface water
           influence,  a more detailed analysis in steps 3 and 4 should  be
           considered.

     2.    The casing or nearest collector lateral should  be located  at
           least 200 feet from any surface water.

     3.    The water quality records should indicate:
                                   2-5

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                 No record of total  colifora or fecal col iform contamina-
                 tion 1n untreated samples collected over the past three
                 years%

             -   No history  of turbidity  problems  associated with  the
                 source. .

                 No history of known or suspected outbreak of Gia'rdia. or
                 other pathogenic organism associated with surface water
                 (e.g. Crvptasooridium). which has been attributed to that
                 source%

     4.    If data is available for particulate matter in the.well there
           should be:

                       No evidence of particulate matter associated with
                       surface water.

           If data 1s  available for turbidity or temperature from the well
           and a nearby surface water there should be:

                       No turbidity or temperature data which correlates
                       to that of a nearby surface water.
     Wells that meet all of the criteria listed above are not subject to
the requirements of  the SWTR, and  no additional evaluation  is  needed.
Wells  that  do  not meet  all  the  requirements  listed  require  further
evaluation in  accordance with Steps 3 and/or 4 to determine whether or not

they are directly influenced by surface water.


     Step 3.On-site Inspection

     for sources other than  a well  source,  the State  or  system  files

should  be  reviewed   for   the source  construction  and  water  quality

conditions as  listed  in Step 2. Reviewing historical records in State or
system files  is  a  valuable  information  gathering toot  for  any  source.
However, the results  may be inconclusive.  A sanitary survey in the field

may be helpful in establishing a more  definite determination of  whether

the water  source  is  at  risk to  pathogens  from  direct surface  water

influence.


     Information to obtain during an on-site  inspection  includes


           Evidence that surface water enters the source through  defects
           in the source such  as lack of a surface seal  on wells, infil-

                                   2-6

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            tration gallery laterals exposed to surface water, springs open
            to  the atmosphere,  surface runoff entering  a  spring  or  other
            collector, etc.

            Distances to obvious surface water sources.

      If the survey indicates that the well  is subject  to direct surface
water influence,  the source  must either be  reconstructed  as  explained
later in  this  section  or  it must  be treated  in  accordance with  the
requirements  for the  SWTR.   If  the survey does  not  show  conclusive
evidence of direct surface water influence, the analysis outlined in Step
4 should be conducted.
      The Washington  State Department of Social  and  Health  Services has
developed a form to guide  them and provide consistency in their evaluation
of sources for surface water influence (Notestine & Hudson, 1988).   Table
2-1 provides a copy of this  form  as a guide for evaluating sources.

      Step 4.   Particulate Analysis and Other  Indicators
      a.  Surface  Water Indicators
      Particulate  analysis is intended to identify  organisms  which only
occur in surface waters as opposed to ground waters,  and whose presence in
a ground water would  clearly indicate  that at least some surface water has
been mixed with  it.  The  EPA Consensus Method in Appendix A can be used
for Giardia cyst  analysis.
      In 1986  Hoffbuhr  et.  al.  listed six parameters  identifiable  in  a
particulate analysis which were believed to be valid  indicators of surface
contamination of ground  water.  These  were:  diatoms, rotifers, coccidia,
plant debris,  insect parts,  and Giardia  cysts.   Later  work  by Notestine
and Hudson  (1988) found  that microbiologists did not all  define  plant
debris in the  same way,  and that deep wells  known  to  be free of direct
surface water  influence  were shown  by particulate  analysis  to contain
"plant debris" but none of the other five indicators. Their work suggests
that  "plant  debris"  may  not  currently  be a useful  tool  in determining
direct surface water influence, but may be in the future when a standard
definition of "plant debris" is developed.  Therefore,  it is recommended
that only the presence of the other five parameters; diatoms and certain
other algae, rotifers, coccidia,  insect parts,  and  Giardia.  be used as
                                   2-7

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                               TABLE 2-1

      SURVEY FORM FOR THE CLASSIFICATION OF DRINKING WATER  SOURCES


General

 1.   Utility Name (ID*) 	
 2.   Utility Person(s) Contacted
 3.   Source Type (As shown on state inventory)              •  •

           Spring                   	Horizontal  Well     	.Vertical
      	Infiltration System      	Shallow Well             Well

 4.   Source Name	Year constructed	
 5.   Is this  source used  seasonally or intermittently?  No	Yes	
      If yes,  are water quality problems the reason?  No ;	Yes	

 6.   Has there ever been a waterbome disease  outbreak associated with
      this source?  Yes	No	If yes, explain	
 7.   Have there been turbidity or bacteriological  MCI violations within
      the last five years associated with this source?  No 	 Yes 	
      If yes,  describe frequency,  cause,  remedial action (s) taken
 8.   Have there  been consumer  complaints  within the  past five years
      associated with this source?  No	Yes	  If yes,  discuss
      nature, frequency, remedial action taken	
 9.   Is there any evidence of surface water intrusion (pH,  temperature,
      conductivity, etc. changes) during the year?  Yes 	 No
      If yes, describe	
      If not,  submit supporting data.

10.    Sketch of source in plan view (on an additional  sheet)
                                   -1-

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Shallow Hells

 1.   Does the well  meet good sanitary practices regarding location,  con-
      struction, seal etc. to prevent the entrance of surface water?
      Yes 	  No 	  If no, describe the deficiencies  	


 2.   What is the depth  of the well?
      Elevation of top of casing?
      Elevation of land  surface?

 3.   Hydrogeology (Attach copy of well  log or summarize  it on reverse)
      a.    Deptfi to static water level? (Feet) ______«__—___^_
      b.    Drawdown?  (Feet)
      c.    What  is  the depth  to  the  highest  screen  or perforation?
            (Feet) 	,	.
      d.    "Are there  impervious  layers  above  the highest  screen of
            perforation?
            Yes	   No	  Unknown
            1 f yes, please describe	

 4.    Is there a permanent  or intermittent surface water within 200  feet
      of the well?  Yes 	 No  	  If yes,  describe (type, distance
      etc.)  and submit  location map
      What is the elvation of normal  pool?  __	 (ft msl)
      Elevation of 100 year flood level?   	. (ft msl)
      Elevation of bottom of lake or river?""*    (ft IDS!)

      Additional comments:	
                                  -2-

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SoHnos

 1.   a.     What Is the size of the catchment area (acres)?
      b.     Give a general description of the area (terrain;  vegetation;
            soil etc.)
 2.   What is the vertical  distance between the ground surface and  the
      nearest point of entry to the spring collector(s) (feet)? 	
 3.   How rapidly  does rainfall  percolate  into the  ground around  the
      spring?

      	 Percolates readily;  seldom if ever any runoff.
      	 Percolates readily but there is some runoff in  heavy  rain.
      	 Percolates slowly.  Most local  rainfall  ponds or runs off.
      	Other	

 4.   Does an impervious layer prevent direct  percolation of surface water
      to the collector(s)?  Yes	No	._ Unknown	

 5.   Is the  spring properly  constructed to  prevent  entry of  surface
      water?  Yes	No	

 6.   Sediment
      a.    Is  the spring  box free of debris and sediment?  Yes	No ;	
      b.    When was it last cleaned (Date) 	
      c.  .  How often does  it need to  be cleaned? (month)	
      d.    How much sediment accumulates  between cleaning?  (estimate in
            inches)


 7.   Additionalcomments;	
                                  -3-

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Infiltration Systems

 1.   What are the shortest distances  (vertical and horizontal separating
      the collector from the nearest surface water? (Feet)	__
 2.   Does turbidity of  the source vary 0.2 NTU or more  throughout  the
      year?  Yes	   No ___^_ Not measured	
      If  yes,  describe  how  often  and  how  much  (pH,  temperature,
      conductivity, etc.)
 3.   AdditionalComments
Survey Conducted By:	Date:
Decision? Surface Impacted Source       Yes   	  No 	  If no,
further evaluation needed (particulate analysis, etc.)
                                   -4-

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indicators of direct surface centamination.  In addition, If other large
diameter (> 7 urn)  organisms which are clearly of surface water origin such
as  Qiphilobothrium are  present,  these  should  also be considered  as
indicators of direct surface water influence.
     b.' Interpretation
     Since  standard methods  have  not been  developed specifically  for
paniculate analysis, there has not been consistency  in  the way samples
have been collected and analyzed.  Differences in the degree of training
and experience of  the microbiologists  has added further to the difficulty
in comparing results from  sample to sample, and system  to  system.   The
current limitations .in sample collection and analytical procedures must be
considered when interpreting the results.  Until standardized methods are
developed, the EPA Consensus Method included  in Appendix A is recommended
as the  analytical  method  for  particulate analysis.  The following  is a
discussion of the  significance  of  finding  the six indicators identified
above.
     Identification of  a Giardia  cyst  in  any  source  water  should  be
considered conclusive evidence  of  direct surface water  influence.   The
repeated presence  of diatoms  in  source water  should be considered  as
conclusive evidence of direct surface water influence.   However,  it  is
important that this determination be based on live diatoms, and not empty
silica  skeletons  which may   only  indicate  the  historical   presence  of.
surface water.
     Bluegreen, green,  or  other  chloroplast  containing algae require
sunlight for  their metabolism  as  do  diatoms.    For that  reason  their
repeated presence  in source water should  also be considered as conclusive
evidence of direct surface water influence.
     Hoffbuhr  (1986)   indicates that rotifers  and  insect  parts  are
indicators of surface water.  Others have pointed out though that rotifers
do not require sunlight,  and not all rotifers require a food source such
as algae which originates in  surface  water.   Their nutritional require-
ments may be satisfied by organic matter  such as bacteria, or decomposing
soil organic  material,  not necessarily  associated with  surface water.
More precise identification of  rotifers, i.e. to the species  level,  is
necessary  to  determine  the   specific  nutritional  requirements of  the
rotifer(s)  present.  Further  information on  identifying  rotifer species
and on which species require  food  sources  originating  in surface water,
                                   2-8

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                                                                              X~X
would  be  valuable,  but fs not readily available at this  time.   Without      (   /
knowledge of which specie* Is present, the finding of rotifers Indicates
that the source is either a) directly Influenced by surface water,  or b)
It contains organic matter sufficient to support the growth of rotifers.
It could be conservatively assumed based  on this evidence alone that such
a  source 1s  directly  Influenced by  surface water.   However,  1t  Is
recommended that this  determination  be supported by other evidence,  eg.
the source 1s near a  surface water,  turbidity fluctuations are signifi-
cant, etc.
     Insects or insect parts  likewise may originate  1n surface water, from
the soil, or they may  be  airborne in uncovered sources.   If insects  are
observed  in  a particulate  analysis  sample,   it should  be  confirmed  if
possible that there is no other route by which insects could contaminate
the source other than  surface water.  For example, if a spring is sampled,
and the cover is not well constructed, it is  possible that insects  found
in a sample were airborne rather than waterborne.   Insects which spend a
portion of their  lifecycle  in water are the best indicators  of direct
surface water  influence,  for example,  larvae of  mayflies,  stoneflies,
damsel flies,  and dragonf lies. Terrestrial insects should not be ruled out
as surface water  indicators  though,  since their accidental  presence  in
surface water is common.                       .                                   :
     Howell,  (1989) has  indicated that  some  insects may  burrow and  the          :
finding of .eggs or burrowing larvae (eg.  chironomids)  may not  be  good
indicators of direct surface water influence.  For some  insects this  may
be true,  but  the distance  which insects burrow in subsurface sediments is
expected to be small,  and  insect  larvae are generally large in comparison
to Giardia  cysts.   Until further research   suggests otherwise,  it  is
recommended that insects or insect parts be considered strong evidence of
surface water influence if not direct evidence in and of themselves.  The
strength of this evidence would be increased  if the source in question is
near a surface water,  and  particulate analysis of the surface water  found
similar insects.
     Coccidia are  intracellular parasites which occur primarily in verte-
brates, eg. .animals  and  fish,  and  live  in  various  tissues  and organs
including the  intestinal tract  (eg.  Cryptosporidium).    Though  not
frequently identified by normal,particulate analysis techniques, coccidia
are good  indicators  of  direct   surface  water contamination  since  they
                                   2-9

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require • vertebrate host or hosts and are generally large  1n size  (10 -
20 un or greater).  Cryptosporidium 1s commonly found  1n surface water,
but due to  Its small size (4-6 urn) 1t 1s not normally Identified without
specific antibody staining techniques.
     Other macroorganisms (>7 urn)  which are parasitic to animals and fish

nay be found and are good Indicators of surface water Influence.  Examples
Include, but  are not  limited  to,  helminths (e.g.,  tape  worm cysts),
ascarls, and Qlphyllobothrium.


     c. Sampling Method
     A suggested protocol for collecting samples 1s listed  below.
           Sampling Procedure
           Samples should be collected using the  equipment outlined In the
           EPA Consensus Method Included In Appendix A.

           Location
           Samples should always be collected as close to  the  source as
           possible, and prior to any treatment.   If samples must be taken
           after disinfection,  samples  should  be noted and analyzed as
           soon as possible.

           ffu.mber
           A minimum of two  samples should be collected during the  period
           the source  Is most  susceptible  to  surface  water  Influence.
           Such critical periods will  vary from system to system and will
           need to be determined case by case.   For some systems,  it may
           be one or more days  following  a  significant rainfall  (eg. 2"
           .in 24 hours).  For other systems  it may be a period of maximum
           flows and  stream turbidities  following spring snowmelt,  or
           during the summer months when water  tables  are  elevated as  a
           result of irrigation.  In each case, participate samples should
           be collected when the source in question 1s most effected.  A
           surrogate aeasure such as  source  turbidity  or depth to water
           table nay be useful in making the  decision to monitor.   If
           there is any ambiguity in the paniculate  analysis results,
           additional  samples should  be collected  when  there  is  the
           greatest likelihood  that  the source will be contaminated by
           surface water.

           Volume
           Sample volume  should be  between 500 and  1000 gallons,  and
           should be collected  over  a 4 to  8  hour time period.    It is
           preferable to analyze a similar (+/-  10%) volume of water for
           all  sources, preferably a large volume,  although this may not
           always be  possible  due to  elevated turbidity or  sampling
           logistics.   The  volume filtered  should be  recorded for all
           samples.
                                  2-10

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     d. Other  Indicatory                                       ,               (~"
     A  number  of other  Indicators  could bt ustd  to  provide supportive
evidence  of surface  Influence.   While  participate  analysis  probably
provides the most direct evidence that pathogens  from surface water could
be  migrating  Into  a  ground  water  source,  other  parameters  such  as
turbidity, temperature, pH and conductivity could provide supportive, but
less direct, evidence.
     Turbidity fluctuations of greater than 0.5  -  1  NTU over the course
of  a year nay be  indicative  of surface water influence.   Considerable
caution should be used  when evaluating turbidity changes though, since the
turbidity could be caused by very snail particles (< lura) not originating
in a surface water or 1t could be that larger particles  are being filtered
out and only the  very  smallest particles Migrate into the water source.
Only ground water sources at risk to contamination from Siardjj or other
large pathogens (> 7 un) are subject to the SHTR requirements.
     Temperature fluctuations nay also indicate surface water influence.
Fortunately  these  are easy to obtain and  if  there  is a  surface  water
within  500  feet of  the water source, measurements  of both should  be
recorded  for comparison.   Large changes  in surface  water  temperature
closely  followed by similar  changes  in  source  temperature would  be
indicative of  surface water  influence.   Also,,  temperature  changes  (in
degrees F) of greater than 15 to 20% over the course of a year appear to
be a characteristic of some  sources  influenced by surface water (Randall,
1970).   Changes  in other chemical parameters such as  pH,  conductivity,
hardness,etc. could  also  be monitored.   Again,  these would  not give a
direct  indication of whether pathogens originating in surface water were
present, but could  Indicate whether the water chemistry was  or was not
similar to a nearby  surface water and/or whether source water chemistry
changed In a similar pattern to surface water chemistry.  At this time no     •  '
numerical  guidelines  are  available to  differentiate  what is or is  not
similar, so these comparisons are more qualitative than quantitative.

B,  Seasonal  Sources
     Some sources  may only be used for part  of the  year,  for example
during  the summer months when water usage 1s high.  These sources should
not be  excluded  from evaluation  and,  like other  sources,  should  be
evaluated during their period(s)  of  highest susceptibility.   Particular
                                  2-11   '

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attention should .be  given to those sources which appear to be directly
influenced by surface water during part of the year.   There may be  times
during which these subsurface water sources are not influenced  by surface
water and other times when they are part or all  surface water.  If that  is
the case,  then it is  critical  that careful testing  be done prior to,
during and at the end of the use of the source.  This should be done over

several seasons to account  for  seasonal  variation.   In practice,   it  is
preferable to use  sources  which are less vulnerable to contamination  since
susceptible  sources  will  necessitate  ongoing  monitoring   and   close
attention to operation.                                    '  .


C.  Modification of Sources

     Sources directly influenced by surface water may be altered in some

cases to eliminate the surface water contamination.  Primacy Agencies may
elect to allow systems with such sources to modify the construction  of the
source and/or the area  surrounding the source  in  an  effort to eliminate
surface water  contamination.  Since  this could  be  expensive and take

considerable time  to evaluate for effectiveness, careful  consideration
should be given to the decision  to modify a source.   In deciding whether
source modification  is  appropriate, systems and  Primacy Agencies  should
consider the following points:

           Is the cause of the surface water contamination known?   If the
           specific cause or point of surface water contamination  is not
           known,   it will  not  be  possible  to  determine  an effective
           control strategy.  Further, there may  be  several  reasons why
           the source is  susceptible to  direct surface water  influence.
           For example,  an infiltration gallery may receive surface water
           because some of its laterals are exposed in the bed of a  nearby
           stream, and also because laterals  distant from the stream are
           shallow and are affected by surface runoff.   Simply modifying
           or eliminating one or the other set of laterals in this case
           would not entirely eliminate surface water influence.

           What is the likelihood that modification of the source will  be
           effective?  Assuming that the source of contamination has been
           Identified,  the  expected effectiveness  of  control measures
           should be evaluated.   If the cause is relatively  evident,  a
           crack in a well casing or an uncovered spring box for example;
           then there is  a  high  degree of confidence  that an effective
           solution could  be  developed.  Should the nature of the contami-
           nation  be  more diffuse, or  widespread,   then  the merits  of
           spending time and  money to modify the source should be careful-
           ly considered.   In the case of the example above,  eliminating
           the use of the  laterals under the stream will  solve part of the


                                  2-12

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           problem.   However,  without considerably more  hydrogeologic
           Information about the  aquifer  and  the  placement  of the other
           laterals, 1t 1s not clear whit, If  any, control measures would
           effectively eliminate direct surface water Influence in those
           laterals distant from the stream.

     If a  source  Is Identified as being  directly  Influenced  by surface
water, and 1t  1s  decided to attempt to modify  1t,  Interim disinfection
practices which will ensure at  least  99.9% inactivation of S1ard1a should
be considered.  Methods and levels of  disinfection  which can.be used to
achieve such  removals  can be  found  In 5141.72 (a)  of the SHTR  and In
Section 3.2 of this manual.
     A partial  listing of types of modifications  which could be undertaken
Includes:
           Diverting surface runoff from springs by trenching, etc.
           Redeveloping springs to capture them below a confining layer.
           Covering open spring collectors.
           Reconstructing  wells to  Install  sanitary  seals,  and/or to
           screen them in a confined (protected) aquifer.
           Repairing cracks or  breaks in any type of  source collector that
           allows the entry of surface contaminants.
           Discontinue the use  of Infiltration  laterals which Intercept
           surface water.

     An extended period of monitoring  should  follow reconstruction (eg.
through at least two years or  critical periods) to  evaluate whether the
source  is  still  directly  Influenced  by  surface  water.    Preferably
participate analysis would  be used to make such evaluations, but  It may be
helpful to use  simpler measures,  such as  temperature  and  turbidity, as
screening tools.  Longer term monitoring at critical times may also be an
appropriate agreement between  the system and the Primacy Agency if there
is still  doubt  about the long  term effectiveness of the solution.
     If modification is not feasible, another  alternative to avoid having
to comply with  the SHTR may be to develop a new well either deeper or at
a different location,
                                                                              r
                                  2-13

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2.2  Treatment Requirements
     According to the SWTR, all  community  and  noncommunity public water
systems which  use a surface  water source or  a  ground  water under  the
direct influence of  a surface water must achieve a minimum of 99.9  percent
(3-log) removal  and/or  inactivation  of Giardia cysts,  and a minimum of
99.99 percent (4-log) removal and/or inactivation of viruses.  In the SWTR
and  this  manual,  "viruses" means  viruses of fecal  origin  which  are
infectious  to  humans   by  waterbome   transmission.    Filtration  plus
disinfection  or disinfection  alone  may  be  utilized to  achieve these
performance  levels, depending  on the source  water  quality  and site
specific conditions. The SWTR establishes these removal  and/or inactiva-
tion  requirements  based on Giardia  and viruses because  this level  of
treatment will  also provide  protection from  heterotrophic plate count
(HPC) bacteria and Lepionella2 as required in the SDWA amendments.
     Guidelines for meeting the requirements of the  SWTR are  provided in
the remainder of this manual as outlined in Section  1.   All systems must
meet the operator qualifications presented in  Section 2.3.

2.3  Operator Personnel  Qualifications
     The SWTR  requires  that all  systems  must  be operated by  qualified
personnel.   It  is recommended that the Primacy Agency set  standards  for
operator qualifications, in accordance with the system type and size.   In
order to accomplish this,  the Primacy  Agency should develop  a  method of
evaluating an operator's competence in operating a water treatment  system.
Primacy Agencies which  do not currently have a certification  program  are
thereby encouraged to implement such a program.  An operator certification
program provides a  uniform  base for operator qualifications  and  an
organized system for evaluating these qualifications.
     It Is  recommended  that plant operators have  a basic knowledge of
science, mathematics  and  chemistry  involved   with  water treatment  and
supply. The minimum requirements for at least one key staff member should
include an understanding of:
           In the  SWTR and  this  manual  "l^onelTa" means  a genus  of
           bacteria, some species of which have caused a type of pneumonia
           called Legionnaires Disease;  the etiologic agent of most cases
           of Legionnaires Disease examined has been L^.  pneumoohila.
                                  2-14 .

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           The principles of water treatment  and distribution  and thtlr      {
           characteristics
           The uses of potable water and variations In Its demand
           The Importance of water quality to public health
           The equipment, operation and maintenance of the distribution
           system
           The  treatment process  equipment  utilized,  Its  operational
           parameters and maintenance                                        *
           The principles of each process unit (including the scientific
           basis and purpose of the operation and the mechanical compo-
           nents of the unit)
           Performance criteria such as turbidity, total col i form, fecal
           col i form, disinfectant residual, pH, etc*, to determine opera-
           tional adjustments
           Common operating problems encountered in the system and actions
           to correct them
           The current National Primary Drinking Hater Regulations,  the
           Secondary  Drinking  Water  Regulations  and  monitoring  and
           reporting requirements
           Methods of sample collection and sample preservation
           Laboratory equipment and tests used .to analyze samples (where
           appropriate)            .
           The use of laboratory results to analyze plant efficiency
           Record keeping
           Customer relations
           Budgeting and supervision (where appropriate)
     Training in the areas  listed  above  and others 1s available through
the American  Water  Works Association  (AWWA)  training course series  for
water  supply operations.   The  course series  includes  a set  of  four
training manuals and one reference book as follows:
           Introduction to Water Sources and  Transmission  (Volume 1)
           Introduction to Water Treatment  (Volume 2)
           Introduction to Water Distribution (Volume 3)
           Introduction to Water Quality Analyses  (Volume 4)
                                  2-15


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           Reference Handbook:  Basic Science Concepts and Applications
           Instructor Guide and Solutions Manual for Volumes 1, 2,  3 and
           4

     These manuals are available through the American Water Works Associa-
tion, 6666 West Quincy Avenue., Denver, Colorado 80235 USA, (303) 794-7711.
     The State of California also offers a series of training manuals for
water  treatment  plant  operators  prepared  by  the  California  State
University School of Engineering in Sacramento.  The manuals include:
     1.    Water Supply System Operation,  (1 Volume)
     2.    Water Treatment Plant Operation.  (2 Volumes)
     These operator training manuals are available from California  State
University, Sacramento, 6000 J Street, Sacramento, California 95819,  phone
(916) 454-6142.
     Completion of an established training and certification program will
provide the means of assuring that the operators have received training in
their  respective  area,  and  are  qualified  for  their  position.    The
education  and  experience  requirements  for  certification  should  be
commensurate with the size  and the complexity of the treatment system.  At
the present  time,  some states  have instituted a  certification program
while others have not.  Following is a  summary of the basic contents of a
certification program, which can serve as a guide to the Primacy Agency in
developing a complete program.
           Board of examiners for the  development and implementation of
           the program.
           Classification of treatment  facilities  by grade according to
           the size and technology of the facilities.
           Educational and experience  requirements for operators of the
           various treatment facilities according to grade.
           A written/oral  examination to determine  the  knowledge, ability
           and judgement of the applicants with  certification obtained
           upon receiving a passing grade.
           Renewal program for the license of certification,  including the
           requirement  of  additional   coursework   or  participation  in
           workshops.

     The .certification program   should provide  technically  qualified
personnel  for the operation of the plant.
                         •  '      2-15

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     The  extensive  responsibility which  is  placed  on  the  operating
personnel warrants the development of an outline of the responsibilities
and  authority  of  the  personnel members  to aid  them In the  efficient
operation of  the  plant.    The major  responsibilities  which  should  be
delegated  in   the outline  of  responsibilities  Include:    the.  normal
day-to-day operations, preventive  maintenance,  field  engineering,  water
quality monitoring, troubleshooting, emergency response, cross-connection
control, implementation of improvements, budget formulation, response to
Complaints and public/press  contact.  A reference which the Primacy Agency
may  utilize in  developing  the outline  is  "Water  Utility  Management
Practices" published by AWWA.
                                   2-17

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                  3.   CRITERIA FOR  SYSTEMS NOT FTITFPT^Q

       The provisions of the Surface Hater Treatment Rule (SWTR) require
 that filtration must be included  in  the  treatment  train unless certain
 criteria are met.  These criteria  are  described  in  this chapter.   They
 include:
       Source Water Quality  Conditions
       1.    Coliform concentrations (total or fecal).
       2.    Turbidity levels.
       Disinfection Criteria
       1.    Level  of disinfection.
       2.    Point  of entry  disinfection.
       3.    Distribution system disinfection.
       4.    Disinfection redundancy or  automatic shutoff.
       Site-Specific  Criteria
       1.    Watershed control  program.
       2.    On-site  inspections.
       3.     No waterbome disease outbreaks.
       4.     Complies  with the  total col 1 form MCL.
       5.     Complies  with   the Total  trihalomethane  (TTHM)  regulation.
             Currently this  only  applies  to  systems serving more than
             10,000 people.

       The purpose  of  this section  is  to provide guidance to the Primacy
Agency for determining compliance with  these provisions!

3.1  Source Hater Quality Criteria
      The first step in determining if filtration  is  required for a given
surface water supply  is to determine whether the supply meets the source*
water quality criteria as specified in the SWTR.  If the supply does not
meet the source water quality criteria,  changes in operation to meet the
site-specific criteria may  improve  the  water  quality so that the source
                                   3-1

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 criteria will  be  Mt.   However,  if the Primacy Agency believes that the
 source water quality criteria and/or the site-specific criteria cannot be
 net, or that filtration is appropriate regardless, the Primacy Agency nay
 require the  installation  of filtration without a complete evaluation to
 determine whether the system meets  all the criteria required  to  avoid
 filtration.
      Sanm 11ngLocat1on
      The SWTR requires that source water samples be collected at a loca-
 tion just prior to the "point of disinfectant application,"  t,e.,  where
 the water Is  disinfected  and no longer  subject to surface runoff.   For
 example, a system which has multiple reservoirs in series, where each of
 the  reservoirs has  previously  been disinfected  and receives  surface
 runoff, must  take the  raw water sample(s) just  prior to the  point of
 disinfection  or  disinfection sequences used  for calculating  the  CT
 [disinfectant residual (mg/L) x contact  time (rain.)]-   Disinfected water
 in reservoirs receiving surface runoff cannot be counted toward CT credit.
 It Is also not appropriate for systems to monitor the source water after
 the "point of disinfectant application* even  if  disinfection  from this
 point is not used for calculating CT credit.
      3.1.1   Coliform Concentrations;   The SWTR states  that,  to  avoid
 filtration,  a system  must demonstrate  that  either  the  fecal  cpliform
 concentration is less than 20/100 ml ox  the total coliform concentration
 is less than  100/100 ml 1n the water prior to the point of disinfectant
 application In 90 percent of the samples  taken during  the six previous
months.  Where monitoring for both parameters has been or is conducted,
 the rule requires  that only the fecal col i form limit be met. However, EPA
 recommends that the analytical results for both total coliforms and fecal
 coliforu be reported.  In addition, if  the turbidity of a surface water
 source is greater than 5 NTU and  the surface source is  blended with a
ground water source to reduce the turbidity, EPA recommends that the high
 turbidity water prior to  blending meet  the fecal  coliform source water
quality criteria.
      Elevated col i fora levels in surface water indicate higher probabili-
 ties  of  fecal  contamination, some of  which could  be  protected  from
 exposure to disinfection by embodiment  in particulate matter.  Blending of
                                   3-2

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c—iK
/ ar  7
                        •  lit CUSTOMER
FIGURE 3-2 INDIVIDUALLY DISINFECTED
          SURFACE SOURCES COMBINED
          AT A SINGLE POINT
                                  Q
                                            1 tt CUSTOMER
     OlftfNPtCTANT
     APPLICATION

     COMBINATION POINT

     SAMPUNO POINTS
  FIGURE 3-3 MULTIPLE COM1INATION POINTS
             FOR INDIVIDUALLY DISINFECTED
             SURFACE SOURCES

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 the surface water with ground water to reduce coliform levels nay obscure
 the  Indication  of such possible effects.  Thus, EPA does  not recounend
 blending to reduce conform levels in the source water.  Furthermore,  EPA
 does  not  reconnend blending  to  reduce turbidity levels In  cases  where
 elevated fecal contamination may be masked.
      Ongoing monitoring is required to ensure that these requirements are
 continually net.   The  samples nay be analyzed  using either the multiple
 tube fermentation method or the membrane filter test (MF) as described in
 the 16th Edition of Standard Methods.
      Sampling frequency
      Minimum sampling frequencies are as follows:
            Population Served             Coliform Samples/Week
                  <500                             1
                  501*3,300                        2
                  3,301-10,000                     3
                  10,001-25,000                    4
                  >25,000                          5

      Grab samples  must  be taken  on  different days.    In  addition,  one
 sample must be taken every day during which the turbidity exceeds 1 NTU,
 unless the  Primacy Agency  determines that  the  system, for logistical
 reasons outside  the system's  control,  cannot have the  sample analyzed
within 30 hours of collection.  If taken,  these samples count towards the
weekly sampling requirement.  Also, under the Total Col i form Rule, systems
must take one collforn sample In  the distribution  system near the first
 service  connection within 24 hours  after  a  source  water  turbidity
measurement exceeds 1 NTU.   This measurement must be Included  in the total
coliform compliance determination.  The purpose of these requirements is
 to ensure that the monitoring occurs during worst case conditions.
      The Initial evaluation of the source water quality Is based on the
data from the previous 6 months.   After the initial evaluation, systems
must continue to conduct sampling each  month  to demonstrate compliance
with the  source water  quality criteria  on  an  ongoing  basis.   If  the
criterion has not been met, the system must filter.
      Use of Historical Data Base
                                   3-3

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      Some systems may already monitor their source water for total  and/or
 ftcal conform concentration.  The resulting historical  data base  may  be
 sufficient for tht Primacy Agency to make  the  Initial  determination  of
 whether  the  system  meets the  source  water  quality  criteria.   The
 historical data base  is considered sufficient for making this determina-
 tion If:
        •   The raw water  sampling location  is  upstream of  the  point  of
            disinfectant application as previously defined.
        -   The monthly samples represent at least the minimum  sampling
            frequency previously mentioned.
            The sampling period covers  at least  the previous six months.

      3.1.2  Turbidity Levels;  To avoid  filtration, the turbidity of the
water prior  to  disinfection cannot exceed  S NTU, on an ongoing  basis,
based on grab samples  collected every four hours  (or more frequently) that
the system is in operation. A system may substitute continuous turbidity
monitoring for grab sample monitoring  If It validates  such  measurements
for  accuracy with  grab  sample  measurements  on  a  regular basis,  as
specified by the Primacy Agency.1  If a public water system uses  continu-
ous monitoring,  it must use turbidity values  recorded every four hours (or
some shorter  regular  time interval) to  determine whether  it meets the
turbidity limit  for raw water.  A system occasionally may exceed the S NTU
limit and  still avoid filtration  as  long  as   (a)  the Primacy  Agency
determines that each  event occurred because of  unusual  or unpredictable
circumstances and  (b)  as a result  of this event,  there have not been more
than two such events in the past twelve months the system served water to
the public or more than five such events in the past 120 months the system
                                                                                n
      Validation should  be performed  at least twice  a  week based  on  the
      procedure  outlined  in  Part  214A  in  the 16th  Edition of  Standard
      Methods.  Although the 17th Edition is available, the 16th Edition is
      that which is  referred  to in  the rule.   Improper  installation  of
      continuous monitors  may  allow for air bubbles to enter  the monitor
      resulting In false  turbidity spikes.  To avoid air bubbles reaching the
      turbidimeter, the sample tap should be installed below the center line
      of the  pipe  and an  air  release  valve may be  included  on  the sample
      line.
                                  • 3-4

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served  water to  the public.   An  "event"  is  defined as  a series  of
consecutive  days  in which at  least  one turbidity measurement each  day
exceeds 5 NTU.
      It is important to note that every event,  i.e., exceedance of the 5
NTU limit, regardless of whether the  system must filter as a consequence,
constitutes  a violation  of    a treatment technique  requirement.   For
example, if the turbidity exceeded 5  NTU in at least one measurement each
day for three consecutive days,  this would constitute  one  event  and one
treatment technique violation.   If this was the third event  in the past 12
months the system served  water to the public,  or  the sixth event in the
past 120  months  the system had  served  water  to the public, the system
would also be required to install filtration.   In all  cases, the system
•ust inform the Primacy Agency  when the turbidity exceeds 5  NTU as soon as
possible, but no later than the end of the next business day.
      The Primacy Agency should evaluate additional data from the utility
to determine the significance of the event with respect to the  potential
health risk to the community  and determine whether a boil water notice is
necessary.   The additional  data may include  raw water fecal  coliform
levels, duration and magnitude of the turbidity excursion,  nature of the
turbidity  (organic  or  inorganic),   disinfectant  residual  entering  the
system during the  excursion  and/or coliform levels in the distribution
system following the excursion. Boil water notices are  not required under
the SWTR, they may be issued at the discretion of the Primacy Agency,
      In order to  determine  if the  periods with  turbidity greater than
5 NTU are unusual or unpredictable,  it is recommended that in addition to
the historical  turbidity data,  the water purveyor  should  collect  and
provide to the Primacy Agency current and historical information on flows,
reservoir water levels,  climatological conditions,  and  any other informa-
tion that the Primacy Agency deems relevant. The Primacy Agency will then
evaluate  this information  to  determine  if the  event was unusual  or
unpredictable.   Examples  of  unusual  or  unpredictable events  include
hurricanes, floods and earthquakes.   High turbidity events may be avoided
by:
            Use of an alternate  source  which is not a  surface  water and
            does not have to meet the requirements of the SWTR.

                                  3-5

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                                       :                      '                  O
            Ust of an  alternate  source which  1s  not  •  surfact  water  and
            dots not have to meet the requirements of the SWTR.
            Ust of an alttmatt sourct which is a.surfact wattr and which
            dots meet the requirements of the SWTR.
            Utilization of stored wattr  to supply tht community until  tht
            sourct wattr quality Bttts tht crittria.

3.2   Disinftction Crittria
      3.2.1  |nactivation Rtqiffrqmfnt$
      To avoid  filtration,  a system oust demonstrate  that  it  Maintains
disinftction conditions which inactivatt 99.9 ptrctnt  of Giardia cysts and
99.99 ptrctnt of viruses tvtry day of operation  txctpt any  ont day  tach
month.  If tht disinftction conditions provide Itss than these inactiva-
tions during more than  ont day of tht month,  tht system  is in violation of
a treatment ttchniqut rtquirement.  If tht system incurs such a violation
during any two months in tht previous 12 months,  tht system  must install
filtration,  unless  one  of  tht  violations was  caustd  by  unusual  and
unprtdictablt circumstances as  determined by tht  Primacy Agtncy.  Systems
with thrtt  or more violations  in tht  prtvious  12 months  must  install
filtration rtgardltss  of tht  caust  of  tht  violation.  To demonstrate
adequate inactivatlons, tht system oust monitor and rtcord tht disinfec-
tant^) used, disinfectant residual(s),  disinfectant  contact time(s), pH
(for chlorine),  and wattr temperature, and ust thtst data to  determine if
it is meeting tht minimum total inactivation requirements in tht rule.
      A number of disinfectants art availablt, Including ozone,  chlorine,
chlorine dioxide and chloramines.  Tht SWTR  prescribes  CT  [C, residua]
disinfectant conctntration  (mg/L) x  T,  contact  time  (min)]  levels  for
thtst disinftctants which will achieve  different levels of  inactivation
undtr various conditions.  Tht  disinftctant(s) ustd to meet tht Inactiva-
tion requirements Is identified as tht primary  disinftctant throughout tht
remainder of this document.
      To determine compliance with tht Inactivation requirements, a system
must calculatt tht CT valut(s) for its disinfection conditions during ptak
hourly flow onct tach day that it is dtlivtring  wattr to its customers.
For the purpose of calculating CT valut, T is tht tiae (in ainutts) it

                                   3-6

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 takes the water, during peak  hourly  flow,  to move between  the point of
 disinfectant application  and  a  point  where, C,  residual  disinfectant
 concentration  is  measured  prior  to  the  first  customer.    Residual
 disinfectant concentration is  the concentration of the disinfectant (in
 mg/L) at  a  point before  or  at  the first  customer.   Contact  time in
 pipelines must be calculated  based on  plug flow (i.e.,  where all water
 moves homogeneously  In  time  between two points)  by dividing the Internal
 volume of the pipeline by the peak hourly flow rate through that pipeline.
 Contact time within mixing  basins, settling basins storage reservoirs, and
 any  other tankage  must  be  determined by tracer studies or an equivalent
 method as determined by the  Primacy Agency.   The contact time determined
 from tracer  studies to be used  for  calculating CT.1s T,0.   T,0  is the
 detention time corresponding to the time for which 90 percent of the water
 has  been  in contact with at least  the residual concentration, C.  Guidance
 for  determining  contact times  for basins is  provided in Appendix C.
       The first  customer is the  point  at  which  finished water is first
 consumed.   In many cases  this will  include the treatment plant Itself.
 This  definition of  first  customer   pertaining  to  the  point of first
 consumption assures that the water has received the required disinfection
 to provide protection from microorganisms for all consumers.  Peak hourly
 flow should be considered as the greatest volume'of water passing through
 the  system during any one hour in a consecutive 24 hour period.  Thus, it
 is not meant to be the absolute peak  flow occurring at  any Instant during
 the day.
      Systems  with  only  one   point   of   disinfectant application  may
determine the total inactivation  based  on one point of residual measure-
ment  prior to  the  first  customer,   or on  a profile of the  residual
concentration after  the point  of disinfectant application.   Methods of.
disinfection  measurement  are  presented in Appendix  D.   The  residual
profile and the total Inactivation Is calculated as follows:
            Measure the disinfectant  residual, C, at any number of points
            within the treatment  train.
            Determine the travel time, T,  between the  point of disinfec-
            tant application and  the  point where  C  is measured  for the
            first section.   For subsequent measurements of "C," T is the

                                  3-7

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              time it takes for water to move from the previous  "C" measure-
              ment point to this point of measurement.
              Calculate CT for each point of residual measurement (CTM(e).
              Determine the Inactivation  ratio (CTMU/CTM») for each sec-
              tion.
              Sum the Inactivation  ratios for each section, i.e. CJ./CT..,
              + C-Tj/CT,,, + CJ./CT,,, to determine the total  Inactivation
              ratio.

  If the total inactivation ratio (sum (CTlilc/CTH ,)) is equal to or greater
  than 1.0,  the system provides greater than 99.9 percent Inactivation of
  Gfardia  cysts),  and  the system meets  the disinfection performance re-
  quirement.  Further explanation of CT calculations is presented in Section
  3.2.2.
       Systems  need  only  calculate one CT (CTMI()  each day, for a point at
  or prior to the first customer,- alternatively they have the option of cal-
  culating  numerous CTs  after the point of disinfectant application but
  prior to the first customer to determine the inactivation ratio.   Prof11-
•  ing the residual  gives credit for the higher residuals  which exist after
  the disinfectant  is applied but before the first customer.  Profiling the
  residual may not be necessary if one CT is  calculated  (CTcalc), and this
  exceeds the applicable CT,f s.  In  this case,  the system is  meeting the
  disinfection performance requirement.  For systems with a very low oxidant
  demand in the  water and  long contact times,  this approach may be the most
  practical to use.
       For systems with multiple points  of 'disinfectant  application, such
  as ozone followed by chlorine, or chlorine applied at two different points
  in the treatment  train,  the  inactivation  ratio  of each  disinfectant,
  section  prior to  the first  customer  is used  to  determine the .total
  Inactivation-  ratio.    The disinfectant  residual   of  each  disinfection
        CTM  is the CT value required to achieve 99.9 percent or 3-log Siardla
        cyst  Inactivation for the conditions of pH, temperature  and  residual
        concentration for each section.  A section  is the portion of the system
        with  a measurable  contact  time between  two  points of  disinfection
        application or residual  monitoring.
                                    3-8

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section,«nd the corresponding contact tine must be measured at some point
prior to the subsequent disinfection application point(s) to determine the
inactivation ratio for each  section, and whether  the total  inactivation
ratio is  1.0  or more.   For  example,  if the first disinfection  section
provided an inactivation  ratio of 2/3 (or 99 percent Inactivation)  and the
second disinfection section provided an inactivation  ratio of 1/3 (or  90
percent Inactivation), the total inactivation ratio would equal 1.0  (2/3
+  1/3  «  1) Indicating  that 99.9%  inactivation  was  provided  and the
disinfection requirements are met.  Further explanation of the-determina-
tion of total inactivation provided Is contained In Section 3,2.2.
      Maintaining Inaetlvation Lfvel
      The SWTR establishes CTs for chlorine,  chlorine dioxide, ozone and
ch lor amines which will achieve 3-1 og inactivations of  Slardla cysts and  at
least 4-log inactivation of  viruses.   Appendix  E  presents CTs for these
and other  log  inactivations.  A system must  demonstrate compliance  with
the inactivation  requirements based on conditions occurring  during  peak
hourly flow.  Since a system  generally  can only identify peak hourly flow
after it  has  occurred,  hourly residual measurements  during  the  day are
suggested.  If the sampling points  are  remote, or manpower is limited and
collection of hourly grab samples is impractical, continuous monitors may
be installed.   In cases  where continuous monitors are impractical, the
Primacy  Agency may  establish  an  acceptable  monitoring  program  on  a
case-by-case basis;  where possible  this should be based on  historical flow
patterns.   Measurements  for, the hour  of  peak  flow can then  be  used  in
calculating CT.  The pH  (for  systems using chlorine)  and temperature must
be determined  daily for each disinfection  sequence   prior to the first
customer.
      Since the  system's inactivation is determined during  peak hourly
flow, the disinfectant dosage applied to meet CT requirements may not be
necessary during  lower flow conditions.  Continuing to apply a disinfec-
tant dosage based  on the  peak hourly  flow could   possibly  result  in
increased   levels  of  disinfectant  by-products,  including  TTHMs  and
increased costs.  Under  lower flow conditions,  a higher contact time is
available  and  a  lower residual  may provide the  CT   needed  to  meet the
inactivation requirements.  The system may therefore  choose to adjust the
                                   3-9

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                                  .
 disinfectant  dost with  changes  in  flow.   The  system  should,  however,
 maintain  a  disinfectant  residual  which  will  still  provide  a  3-log
 inactivation  of Siardla  cysts  and  a  4-log inactivation of  viruses at
 non-peak hourly flows.  The system should therefore evaluate the residual
 needed  to  provide  the   required  inactivation  under  different  flow
 conditions  and set the  dosage  accordingly.  The following  provides an
 example of Maintaining the required  inactivation.
      Example
      A 5 mgd non-filtering system disinfecting with  free chlocine at one
 point of application,  has a contact time of 165 minutes during" a'peak flow
 of 5 MGD.   The flow varies from 1 to 5 MGD.  The pH and temperatures of
 the water are 7 and 5  C,  respectively.  At a residual  of  0.9 mg/L, a CT of
 148 mg/L-min  is required  to meet the disinfection requirements.   The CT
 for 0.9 mg/L residual  is determined by straight line interpolation between
 0.8  mg/L and  1.0 mg/L  residuals.   Under  lower flow conditions,  the
 available contact  time is  longer and a lower residual would provide the
 required disinfection.   Based  on existing  contact  time and  using  the
 appropriate CT tables  (in this case,  Table  E-2)  in Appendix E  for a 3-log
 Giardia cyst inactivation, the required disinfection  would be provided by
maintaining the following  chlorine residuals for the  indicated flow;
                  Contact       CT (mg/L-min)         Free Chlorine
 Flow (MGD)       Time fmin^         Required          Residual  (mg/LV
   5              165                 148                0.9
   4              206                 145                0.?
   3              275                 143                0.6
   2              412                 139                0.4
   1              825                 139                0.2

      This  table  indicates  the  variation  of  residuals needed  for the
 system to provide the  required Inactivation.  For chlorine, the disinfec-
 tant residual cannot be adjusted in direct  proportion to the flow because
 the CT needed for disinfection is  dependent upon the  residual.  Since it
 is  not  practical  to  continuously  adjust  the residual  and,   since   a
disinfection  level  for  a  3-log  Giardia  cyst inactivation  must  be
maintained  under  all   flow conditions,  it  is  suggested  that  the  flow
 variation at the utility  be divided into  ranges and the residual needed at

                                   3-10

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the higher flow rate of each range be maintained for all flows within the
range to ensure the required disinfection.  The following flow ranges and
residuals are suggested for the system:
                                           Free Chlorine
      Flow Range (mm                    Residual (mg/L)
            1-1.9                              0.4
            2 * 3.9                              0.6
            4-5                                0.9

By maintaining these residuals, the utility is ensuring the provision of
the required disinfection while minimizing the disinfectant application,
which should result In lower disinfection by-products and costs.
      Although these residuals will meet the inactivation requirements,
maintaining a residual  in the distribution system must also be considered.
If no other point of disinfection exists prior to the distribution system,
the residual for  disinfection must be maintained at a level  which will
also provide a residual throughout the  distribution system.  The complete
range of flows occurring at the plant should be evaluated for determining
the required residual.   A utility may establish the residual requirements
for as many flow ranges as is practical.
      The CTs determined from the daily system data should be compared to
the values  in the  table for  the pH  and  temperature  of the  water,  to
determine  if  the required  CT has been  achieved.  Only  the analytical
methods prescribed in the SWTR, or otherwise  approved by EPA, may be used
for measuring disinfectant residuals.   Methods prescribed  in the SWTR are
listed in Appendix 0.  The  Appendix also contains  a paper which describes
monitoring methods for various disinfectants and conditions.
      The Primacy Agency should make periodic checks on Its utilities to
assure that they are maintaining adequate disinfection at non-peak flow
conditions.
      Meeting theInactivation Requirement Using Free Chlorine
      When  free  chlorine is  used as  a  disinfectant,  the efficiency of
inactivation is influenced by.the temperature and  pH  of the water.  Thus,
the measurement of the temperature and  pH for the  determination of the CT
is required.  The SHTR provides the CT requirements for free chlorine at

                                   3-11

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                                                                               r
various temperatures  and  pHs  which may occur In a source Mater.   These
values art presented  In Table E-l  through  Table  E-7  in Appendix I,   The
basis for these values is discussed in Appendix F.   For free chlorine,  a
3-log  inactivation  of Giardfa cysts will  provide  greater than a  4-log
inactivation of viruses, thus  meeting the SWTR inactivation requirements.
      As indicated in Table E-2, a raw water temperature of 5 C, a  pH of
7.0, and a residual chlorine concentration of 1.4  mg/L require a CT of 155
mg/L-min to provide a 3-log inactivation of Siardia cysts.  Therefore, to
meet the Inactivation requirement under these conditions with one point of
residual measurement, a contact time of 111 minutes [(155 ag/l-min)/ (1.4
mg/L)] prior to the first customer would be required.
      tyeetfog the Inactiva^ion Requirement Using Chloramines
      Chloramines are a much weaker oxidant than free chlorine,  chlorine
dioxide and ozone.  The CT values  for Chloramines presented in Table E-12
are based on  disinfection  studies using preformed  Chloramines and in vitro
excystation of Giardia juris  cysts (Rubin,  1988).   No safety factor was
applied to the laboratory  data on which the CT values  were based since EPA
believes that chloramination,  conducted  in the field, is more effective  .
than using preformed Chloramines.
      In the laboratory testing using preformed Chloramines, ammonia and
chlorine were  reacted to form Chloramines  before  the addition of the
microorganisms.  Under field conditions, chlorine is usually added first
followed by  ammonia  addition  further downstream.  Also,  even after the
addition of ammonia,  some free chlorine residual  may  persist for a period
of time.  Therefore, free chlorine is present for a period of time prior
to the formation of Chloramines.  Since this free chlorine contact time is
not duplicated in the laboratory when testing with preformed Chloramines,
the CT values obtained by  such tests may provide  conservative values when
compared to those CTs actually obtained in the field with chlorine applied
before ammonia.  Also, other  factors such  as mixing  in the field (versus
no mixing in  the laboratory) may contribute to disinfection effectiveness.
For  these  reasons,   systems   using Chloramines for disinfection  may
demonstrate  effective disinfection in accordance with  the procedure in
Appendix G in lieu of meeting  the  CT values  in Appendix £,
                                  3-12

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       If •  system uses  chloramines  and  1s  able  to  achieve  the CT  values
 for  99.9  percent  Inactivation  of  Gjardi§  cysts,   It  Is  not  always
 appropriate  to assume  that 99.99  percent or  greater inactivation of
 viruses was  also  achieved.   New  data indicate that Hepatitis A  virus is
 more sensitive than fiiinUl cysts to inactivation by preformed chloramines
 (Sobsey,  1988).    The  CT  values  required  to achieve  99.99 percent
 inactivation  of Hepatitis A with  preformed chloramines are lower  than
 those needed to achieve  99.9 percent inactivation of Giardia cysts.  These
 data  contrast with  other data  which indicate that  rotavirus, is  more
 resistant  than Giardia cysts  to  preformed chloramines  (Hoff,  1986).J
 However, rotavirus is very sensitive to inactivation  by  free  chlorine,
 much more so than Hepatitis  A  (Hoff, 1986;' Sobsey,-1988).   If  chlorine
 is applied  prior to  ammonia,  the  short tern presence of  free  chlorine
 would  be expected  to  provide at  least 99.99  percent inactivation of
 rotavirus prior to the  addition  of  ammonia and subsequent formation of
 chloramines.   Thus, EPA believes  it is appropriate to use  Hepatitis  A
 data,  in lieu  of  rotavirus  data, as a surrogate for  defining minimum CT
 values for  inactivation of viruses by  chloramines, under  the  condition
 that chlorine  is  added  to the water prior to the addition of ammonia.
      A system which  achieves  a  99.9 percent  or greater Inactivation of
 Giardia cysts with chloramines  can be considered to achieve  at least 99.99
 percent inactivation  of viruses, provided  that  chlorine is added  to the
water prior to the addition of  ammonia,  Table  E-13  provides CT values for
 achieving different levels of virus inactivation.   However, if ammonia is
 added  first,  the CT values  in  the  SWTR for achieving 99.9 percent
 inactivation of Giardia cysts cannot be  considered  adequate for achieving
 99.99 percent  inactivation of viruses.
      Under such cases of chloraeine production,  the SWTR requires systems
 to demonstrate through on-site  challenge  studies,  that  the  system  is
      CT values in excess of 5,000 are required for a 4-log inactivation of
      rotavirus by preformed chloramines but no minimum CT values have been
      determined.
      CT values ranging from 0.025 to 2.2 achieve  99 percent inactivation of
      rotavirus by free chlorine at pH - 6 -10 and 4 - 5BC (Hoff, 1986).
                                  3-13

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 achieving  at  least a  4-log  inactivation of  viruses,    guidance  for
 conducting  such studies Is  given  In Appendix  6.   Once conditions  for
 achieving  a 4-log  inactivation of  viruses has  been established,  the
 Primacy  Agency  should  require  systems  to report  their  disinfection
 operating conditions on an ongoing  basis.   These conditions should verify
 that  the  system is operating at CT  values in  excess of that needed  to
 achieve a  4-log virus inactivation or  3-log Glardia  cyst  Inactivation,
whichever is higher.
      Meeting the Inactivation Requirement Using Chlorine Dlon'de
      Under the SHTR, the  CT values for  the inactivation of Giardia cysts
using chlorine  dioxide  are independent  of pH.   Under the  SWTR  the only
parameter  affecting the  CT  requirements  associated  with the  use  of
chlorine dioxide  is temperature.   Table 1-8 In Appendix E presents  the
chlorine dioxide CT values  required for  the inactivation of Giardia cysts
at different temperatures.  The basis for  these CT values is discussed in
Appendix F.   Systems which use chlorine dioxide are  not required  to
measure the pH  of the disinfected  water for the calculation of  CT.   For
chlorine dioxide, a 3-log  inactivation  of  Giardia cysts'will generally
result 1n greater than a 4-log virus  inactivation, and assure meeting the
SHTR  inactivatien requirements.   However,  for  chlorine  dioxide,  unlike
chlorine where  this  relationship always holds  true,  at certain  tempera-
tures, the 4-log virus CTs nay be higher than the 3-log Sfardia cyst CTs.
      The Primacy Agency may allow  lower CT values  than those specified in
the SWTR  for individual  systems  based on information provided  by  the
system.  Protocols  for  demonstrating  effective  disinfection at  lower CT
values is provided in Appendix G.
      As indicated in tables E-8 and E-9, the CT requirements for chlorine
dioxide art  substantially  lower than those required  for free chlorine.
However, chlorine dioxide  Is not as stable as free  chlorine  or chloramines
in  a  water  systea  and may not be  capable of providing  the  required
disinfectant residual throughout the distribution system.   In addition,
out of concern for toxicological effects,  EPA's  current guideline is that
the sum of the   chlorine dioxide, chlorate and chlorite residuals, be less
than 1.0 mg/L at all consumer taps.  This guideline may be lowered as more
health effects data become available.   These concerns further reduce the
                                  3-14

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feasibility of  using chlorine dioxide  is i secondary disinfectant for

distribution systems.  Therefore, the use of chlorine dioxide as 4 primary

disinfectant may  result  in the need for the application of a  secondary

disinfectant, such as  chlorine or  chlorauines, that will persist  in the

distribution system and provide the required residual  protection.
      Meeting the Inactivation§ggjjire§gnt Using Ozone

      Another disinfectant to inactivate Giardia  cysts  and viruses  is

ozone.  As with chlorine dioxide, under  the SUTR, the CT values for ozone

are independent of pH.  Tables £-10 and E-ll present  the  CT requirements

for ozone at different source water temperatures.  The basis  for  the  CT

values for ozone  is given  1n Appendix F,   As  for free chlorine, a 3-log

Giardia cyst inactivation with ozone will result 1n greater than a 4-log

virus inactivation.   Unlike chlorine,  for  cases where  only a  1-log  or

lower Slardia inactivation is needed with ozone, the CT values for virus

inactivation nay be higher than the CT  for giardja.   The Primacy  Agency

•ay allow  lower CT values for Individual systems based on information

provided by the system that demonstrates that CT values lower than those

specified  in  the rule achieve  the same  inactivation efficiencies (see

Appendix 6).

      Ozone is extremely  reactive  and  dissipates quickly after applica-

tion.  Therefore,  a residual1 can only be expected to persist a short tine
      The residual  must be  measured using the  Indigo .Trlsulfonate Method
      (Bader I  Hoigne,  1981) or automated methods  which  are calibrated in
      reference to the results obtained by the Indigo Trlsulfonate method, on
      a  regular basis  as  determined by the Primacy  Agency.  The Indigo
      Trlsulfonate  method  1s Included  in  the  17th  Edition of  Standard
      Methods.  This method Is preferable to current standard methods because
      of the selectivity of the Indigo Trlsulfonate indicaor  In the presence
      of most Interferences found in ozonated waters. The ozone degrades an
      acidic  solution of  Indigo trisulfonate  in  a  1:1  proportion.   The
      decrease  In absorbance  is  linear with  increasing ozone concentrations
      over a wide range.  Malonic acid  can  be  added to block interference
      from  chlorine.    Interference from  permanganate,   produced  by  the
      ozonation of manganese, 1s corrected by running a blank in which ozone
      is destroyed prior to addition of the indigo reagent.   The samples'can
      be analyzed using a spectrophotometer at a 600 nm wavelength which can
      detect residuals as  low as 2 ug/L  or a visual color comparison method
      which can measure down to 10 ug/t ozone. Although currently available
      monitoring probes do not use the  Indigo Trlsulfonate Method, they can

                                  3-15

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 after  application.   In  addition,  the application of ozone to water  is
 dependent  on  aass  transftr.    For  these  reasons,  tht Method  of  CT
 deteraination  used for the other disinfectants 1s iiipractical  for ozone,
 The CTlllt awst be determined  for the ozone contactor alont.  The contactor
 will have sone portions where the ozone 1s applied and other portions  of
 the contactor  where  ozone Is no longer applied, which are referred to  as
 the reactive flow chambers.
      For Many ozone contactors, the residual fn the contactor will vary
 in accordance  with the method and rate of application, the residual will
 be nonunifona  and is likely to be zero In  a portion of the contactor.  As
 previously Indicated, the  CT value Is based on the  presence  of  a known
 residual during a specific contact tine.  Thus disinfection credit is only
 provided for the tine when a  residual Is present.   Besides the nonunifona-
 ity of the residual,  eonitoring the residual will  be difficult because of
 the ozone's high  reactivity  and the closed design of the contactors.
      In addition to the difficulty in determining the ozone residual for
 the CT calculation,  the contact tine will vary between basins depending
 on their flow  configuration.  Several types of devices are available for
 adding ozone  to  water  Including porous  diffusers,  submerged turbines,
 injector, packed  towers  and static Mixers.   Each type  of  device can  be
 used In either single or Multiple chamber  contactors.  The flow through a
 single chamber turbine contactor will approximate a completely  nixed unit,
while flow'through  a single chamber diffused contactor,, or  a multiple
 chamber diffused  contactor,  will aort closely represent plug flow.  This
 variation In flow in  different contactors  lakes the use of Tto  inappropri-
 ate for soew contactors.
      Tht differences  between  ozone contactors  and  other disinfection
 systeos resulted In the development of several  approaches for determining
 the Inactivation  provided by ozone,  Including:
        •   Evaluation of C  and T
        -   Segregated Flow  Analysis  (SFA)
        -   Continuously Stirred Tank Reactor  (CSTR)
        •   Site  Specific Evaluation
      be calibrated via this method.
                                  3-16

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The  method  which is appropriate  for  a paricular system will  depend  on
systen configuration  and the  required  level  of inaetivatlon.   Another
significant difference  Is that ozone nay  be  applied to provide only a
portion of  the  overall  3-log Giardia cyst and  4-1og virus inactivation"
with the remainder of the Inactivation provided by another disinfectant.
Appendix  0  provides  details  for selecting  the  appropriate method  of
evaluation for specific conditions.
      The evaluation of C and T  Involves  separate determination of  the
ozone  residual   concentration, C,  and  the  contact tine,  T,  in  the
contactor.  C can be determined  for  individual chambers of  -a' contactor
based on the residual measured at several points throughout the chamber,
or at the exit of the chamber. The T value can be determined through a
tracer study or  an  equivalent method as approved by the  Primacy Agency
with air or  oxygen applied during  testing, using the same feed gas rate as
used during operation.  Appendix 0 provides details for the CT approach.
      SFA is based on the results of  a tracer study  used  In conjunction
with the measured ozone  residual to determine the survival  of microorgan-
isms  exiting  the contactor.   The survival  corresponds  to  a  certain
Inactivation.   Guidelines for  this approach are Included in Appendix 0.
      The CSTR approach is  applicable for contactors which  have a high
degree of mixing.   Experience has  shown that  for  contactors  such  as
turbine units,  the  ozone residual  is generally uniform  throughout  the
contactor.  The ozone residual measured  at the exit  If  the contactor is
used  In  an  equation for  CSTRs to determine the  Inactivation provided.
Appendix 0 provides details, for conducting CSTR analysis.
      Site specific evaluations may include:
            Measurement of an  observable parameter to correlate with C
        -   Mathematical model for disinfection efficiency
        •   Mlcroblal Indicator studies for disinfection efficiency

to more  closely  determine  the  inactivation  provided  in a particular
system.  Appendix 0 provides  details  for applying site specific evalua-
tions.
                                  3-17

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      Suamarv
      Many systems which do not provide filtration will have difficulty in
providing  the  contact  time  necessary  to  satisfy  the  inactivatiori
requirements prior to  the  first customer.  For exaaple, a system using
free chlorine at a water temperature of 5 C,  a pH of 7.0  and a chlorine
residual of 1.4 ag/L would require 111 ainutes of contact tit* to Beet the
inactivation requirement.  Potential options for these  systems  include:
            Installation of  storage facilities to provide the required
            contact tine under maximum flow conditions.
        -   Use of  an  alternate primary  disinfectant  such as  ozone or
            chlorine dioxide which has CT values lower than those required
            for free chlorine for the required inactivatibn.

      For  soae  systems,   the  difficulty  In obtaining   the  required
Inactivation may only be a seasonal  probleu.  A system that has  raw water
temperatures which reach 20 C during the summer months at a pH of 7.0, nay:
have sufficient contact tine to aeet the CT of 56  ag/L-ain (Table  E-5) at
a chlorine concentration of  1  ag/L.  However, assuming the saw pH and
chlorine concentration, it aay  not  have sufficient contact tlae  to meet
the  CT  requirement  at 5  C,  149 ag/l-ain  (Table E-2),  or at  0.5 C,
210 ag/L-ain (Table 1*1).  Under those conditions,  a  system could choose
to use  ozone or chlorine dioxide  on a seasonal  basis,  since they are
stronger disinfectants  requiring a shorter contact time.
      As Indicated in  Table  E-12,  the CT values  for chloramlnes may be
Impractical to attain for most system.  System which currently  utilize
chlbraaines as a primary disinfectant may need to  use either free chlor-
ine,  chlorine dioxide  or ozone in  order  to  provide  the  required disin-
fection. However, system using chloraaines as a primary disinfectant nay
chose to demonstrate  the  adequacy of  the  disinfection.   Appendix. 6
presents * Method for making this demonstration.
      Mating the Inactivation Requirement Using Alternate Disinfectants
      For system using disinfectants  other than  chlorine, chloraaines,
chlorine dioxide, or ozone, the effectiveness of the disinfectant can  be
deaonstrated using the  protocol contained in Appendix S.  The protocol  in
Appendix 6.3  for  batch testing should be followed for any disinfectant

                                  3-18

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which can be prepared in an aqueous solution and will be stable throughout
the testing.   For disinfectants which  are not stable, the  pilot  study
protocol outlined in. Appendix 6.4 should be followed.

      3.2.2  Determination of Overall  Inactivation for Residual Profile,
             Multiple Disinfectants and Multiple Sources
      For systems which apply disinfectant(s) at more than one point,  or
choose to profile the residual  from one point of application, the  total
Inactivation is  the  sun of the inactivation  ratios between  each of the
points of disinfection or between each of the  residua! monitoring points,
respectively.  The portion of the  system with a measurable contact tine
between two points of disinfection application or residual Monitoring will
be referred to as a  section.  The calculated  CT  (CTclle) for each section
is determined daily.
     . The CT needed  to fulfill the disinfection requirements is CTM,,
corresponding to a 3-log inactivation  of Siardia cysts  and  greater than or
equal to a 4-log  Inactivation of  viruses (except for chloramines and
sometimes chlorine dioxide as explained  In Section 3.2.1).  The Inactiva-
tion ratio for each section is represented by CTell(/CTM ,,  as  explained  in
Section  3.2,1,  and   indicates  the  portion of the  required  inactivation
provided by the  section.   The sun  of the inactivation ratios from each
section  can be  used to determine  the overall  level of  disinfection
provided.   Assuming  inactivation  is  a  first  order reaction, the  inac-
tivation ratio corresponds to log and percent inactivations  as follows:
CTcllt/CT» 9             iftiInactlvation         Percent Inactivation
   0.1?           •           0.5  log                68  %
   0.33           »           1    log                90%
   0.50           «           1.5  log     >           96.8%
   0.67           •           2    log                99%
   0.83           «           2.1  log     *           99.7%
   1.00           »           3    log     «           99.9%
   1.33           -           4    log     -            99.99%
                                   3-19

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      CTM , -CM be determined for each section by referring to Tables E-l       {).
through E-13  in Appendix E, using the pH (when chlorine Is the disinfec-
tant) and tenperatyres  of  the water for the respective sections.   These
tables present the log inactivation of Siardia cysts and viruses achieved
by CTs at various water temperatures and pHs.
      Log inactivations are additive, so:
            0.5 Log + 1.0 Log » 1.5 Log or
            0.17CT,,, + 0.33CT,,, » 0.5CT,,,

      If the  sum of the inactivation  ratios is  greater than or equal to
one, the required 3-log inactivation of Siardia cysts has been achieved.
An inactivation ratio of at least 1.0  is needed to denonstrate compliance
with the giardla cyst Inactivation requiresents for unfiltered systems.
      The total log Inactivation can be determined by multiplying the sun
of the inactivation ratios  (sum (CTMII/CTM-f))t by  three.  The total Tog
Inactivation can be determined in this way because CT,,, is equivalent to
a 3-log Inactivation.  The total percent Inactivation can be determined as
follows:
            y • iflfl - Iflfi                       Equation '  (1)
                10'
      where:      y » % inactivation
                  x « log Inactivation
      For example:
            x * 3.0 log Inactivation
            y • 100 - 100 .    % 99.9 % inactivation
                      W^

      As txp.lained in Section 3.2.1, the CTMl, determined for each disin-
fection section Is  the  product of the disinfectant residual in mg/L and
the detention  time in minutes through the  section  at peak hourly  flew.
However,  for  many  water systems, peak hourly  flow will not necessarily
occur simultaneously in all sections.  The extent to which the occurrence
of peak hourly flow will  vary between sections of the system depends  on

                                  3-20

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the characteristics of  an  individual  system  including  its  size,  storage
capacity  within the  distribution system, the number  of  sources,  and
hydraulic capacities between different sections.  In order to simplify the
determination of peak hourly flow for the  system, it should be taken as
peak hourly  flow  in the last  section of the system prior to the  first
customer.
      The CT values for  all  the sections should be calculated for the flow
and the  residuals  occurring  during  the hour of peak  flow in the last
section.   The nost accurate way  to  determine the flow in a .particular
section is through  the use of a flow meter.  However, some sections of the
system nay not have a  flow meter.  The following guidelines can be used to
determine the flow to be used in calculating CT:
            for sections which do not  have  meters,  the flow should be
            assumed to  be  the higher of the  two flows  occurring  in the
            closest upstream and downstream sections with meters.
            In cases where a section contains a pipeline and a basin with
            the flow meter  located prior to  the  basin,  the metered flow
            does not  represent the  discharge rate of  the basin.   The
            difference  in  inlet and discharge rates  from a  basin will
            impact the water level in the basin. As explained in Appendix
            C, falling water levels will result in lower T,0 values.
                  To  assure that  the detention time  of a basin  1s not
                  overestimated, the discharge flow from a basin should be
                  used  in lieu of the influent flow, unless the influent.
                  flow  1s higher.
                  To estimate the discharge flow from a basin the closest
                  flow meter downstream of the basin should be used.

      The  following  example presents  the determination  of the total
percent inactivation for multiple points of disinfection, with variation
in flow between sections.
      A community of 6, (WO people obtains its water  supply from a lake
which Is  10  miles  from the  city  limits.   Two 0.2 MG  storage tanks are
located along  the  12- inch transmission line to the city.   The water  is
disinfected  with  chlorine dioxide  at the exit  from  the  lake and with
chlorine at  the discharge from the first and second storage tanks.  The

                                  3-21

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 average water demand of tht community is I WSD with a peak hourly demand
 of  approximately 2 MGD.   For the calculations  of tht overall  percent
 inactivation, the supply system is divided Into three sections as shown on
 Figure 3-1..
      'Section 1  - from the  lake  to the  discharge fro* the first storage
      tank,
      Section 2  - from the  discharge from  the first storage tank to the
      discharge  from the second tank
      Section 3  - from  the  discharge  of the  second storage tank  to the
      first customer

The overall inactlvatlon 1s  computed dally for the peak hourly flow condi-
tions.  Sections 1 and 3 contain flow Meters  to  monitor the water being
withdrawn from the lake  and  the water being delivered to the distribution
system as shown  on Figure 3-1.   On the  day of this example calculation,
the peak hourly flow in  section 3 was 2  MGD.   {hiring this hour,  water was
being withdrawn  from the lake at a  rate  of  1.5 mgd.  Considering the
placement of flow meters, the flow of 2 mgd measured in section 3 should
be used for  calculating  CT  for that section.  Since  section 2 does not
have a  flow  meter,  the meter in section 3 serves as a measure of the
discharge  from  storage  tank  2   and  should  be   the  flow used  in  the
calculation of CT for section 2.   The flow meter  in section 1  records the
flow through  the transmission  main which should be used in the calculation
of CT  for the  pipeline.    However,  this meter  does  not  represent the
discharge from storage  tank !.  Since the water is being pumped to the
distribution system at a higher  rate than the flow entering storage tank
1, the flow of 2 mgd measured in  section 3  should be used for calculating
the CT for storage tank 1.                             -             .
      Tht  pH,  temperature and disinfectant  residual  of  the water were
measured  at  the end  of each  section just prior to  the next  point of
disinfection and the  first  customer  during the  hour  of peak flow.  The
water travels  through the  12-inch transmission main  at  17?  ft/win at
                                  3-22

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1.5 MGD.*  The detention  times of  the storage Unks were read off the T.0
vs. Q plots generated from tracer studies conducted on the storage tanks
(see Appendix  C).    The  data for the i motivation calculation  are as
follows:
                        Sect Ian  1         Section  2         Section 3

length of pipe (ft)      15,840             26,400             10,560
flow (ngd)
  pipe                        1.5               2.0               2.0
  tank                        2.0               2.0
contact t1«e (nln)
  pipe                       89                111            ' • 45
  tank                      116                114                 0
  total       •      •        205                225               . 45
disinfectant            chlorine          chlorine         chlorine
                        dioxide
residual (ng/U               0.1               0.2               0.4
temperature (C)               5                  5                 5
pH                            888


This information Is then used  in conjunction  with  the CT, ,  f values  In

Appendix E to determine the (CT{1U/CT9, ,) In each  section as  follows:
Section 1    - Chlorine dioxide

CTC1U * 0.1 ng/L x  105 ainutes « 20.5 ng/L-ain

Fron Table E-8 at a teaperature of 5 C and pH » 8,
 CTfl , 1s 26 »g/L-«in
CT..,./CTM . • 20.5 «g/U«1n « 0.7t
  "u          26«g/U»1n
Section 2 - Chlorine

CTtil{ » 0.2 «g/L x 225 alnutes • 45

Proa Table E-2 at a teaperature of 5 C and pH - 8,
 CTtl , 1s 198 •g/l-aln
               198 •g/l-Bln



  *   9 " l-S X 10* oal/dav X   1 ft1   X    dav   - 177 ft/«1n
      A     (1 ft7   /4)       7.48 gal   1440 a1n
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            Chlorine
 CTMU » 0.4 mg/L-«in x 45 min • 18 «g/l-*in

 From Table E-2 it • temperature of 5 C and pH « 8.
   CTlf , is 198 mg/t-ain

                             0.09
               198 mg/l-«1n


 The  sin of  CT8lt{/CTtll  is  tqual  to  1.11,  which  is  greater than  1,

 therefore,  the  system meets  the  requirements of providing  a  3- log

 inactivation of fiiardia cysts.  The log inactivation provided is:

      x %3 x    £Iclle •  3 x J.ll . 3.33
                   CIIC
                '"'li.i

 The percent inactivation can be determined using equation 1.


      y • 100 • IfiO . 100 - Iflfl - 100 - 0.05  .  99.95% inactivation
                W"     2,138

                                            *        i                    >

The system neets the requirenent  of  providing  a 99.9 percent inactivation
o* Siardia cysts.

      The SWTR also requires that the public be provided with protection

from Legionclla as well as fiiardia cysts and viruses.  Inactivation levels

have not been  set for  Legionella because the required  inactivation of

Siardia cysts will  provide protection froa Legionella.*   However,  this

level of disinfection cannot assure that  all  Leg ion ell a will be Inacti-

vated and that no recont ami nation or regrowth in recirculating hot water

systems of buildings or cooling system will occur.   Appendix B provides
      Kuchta tt al,  (19fl3)-reported a «axi«u« CT requirement of 22.5 for a
      99 percent Inactivation of  Leoione!la In a 21 C tap  water at.a pH of
      7,6*8.0 when usina frtt chlorine.Using first order kinetics, a 99.9
      percent Inactivation requires a CT of 33.8. Table A*5 presents the CTs
      needed for free chlorine to  achieve  a 99.9 percent Inactivation of
      Siardia cysts at 20 C.  This table indicates that the CT required for
      a 3-log  inactlvation  of  fiiardia at  the temperature  and pH  of the
      Legionella test ranges from 67 to 108 depending on chlorine residual.
      These CT's are two to three times higher than that which is needed to
      achieve a 3 log inactivation of Legionella.


                                  3-24

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guidance for monitoring and  treatment  to  control  legionella  in  institu-
tional systems.
      The  above discussion pertains to a system with  one source with-
sequential disinfection.  Another system My blend more  than  one source,
and disinfect one or *ore  of  the  sources independently prior to blending.
System conditions which nay exist include:
            All the sources are combined at one point prior to supplying
            the community but one or Bore of the sources are disinfected
            prior to being combined, as shown on Figure  3-2.
            Each  source  is   disinfected   individually  and 'enters  the
            distribution  system  at  a different point, as shown  on Fig-
            ure 3-3.

      For all systems combining sources, the first step in determining the
CT should  be to determine the CTC|U provided from the point of  blending
closest to the first customer using  the contact time and residua! at peak
hourly flow for that portion of the distribution system.  This corresponds
to section 0 on Figure 3-2 and section  I on Figure 3-3.  If the CT{|U for
section 0 or E  provides the required inactivation,  no additional CT credit
is needed and no further evaluation is  required.  However, if the CT for
section 0  or  E is not sufficient to achieve the required Inactivation,
then the Inactivation ratio (CTMle)/(CTM-f)  should be  determined for each
section to determine the  overall inactivation provided  for each source.
The total  inactivation must  be greater  than or equal  to one  for all
sources in order to  comply with the requirements for 3-log  Inactivation of
fiiardia cysts.
      On Figure 3-2, sections A, B,  C and  D contain sampling points a, b,
c and d, respectively.  The  sum of the Inactivation ratios for sections
A+D,  B+0  and  C+D must each  be greater  than or equal  to one for the
disinfection requirements to  be  met.
      The  total Inactivation for  each source on Figure 3-2 should be
determined as follows:
frQjr.ce-\
            Determine CT  ,   for sections  A  and  0 based on the residual
            measurements  at  sample  points a  and  d,  and the  travel  time
                                  3-25

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Source II
Source III
            through each section under peak hourly flow conditions for the
            .respective section.

            Determine CT,,. for the pH and temperature conditions in each
            section using the tables  In  Appendix E

            Calculate the 1nact1vat1on ratios (CTCII(/CT,(,) for  sections
            A and D.

            Calculate the sum of the  Inactivation ratios for sections A
            and 0 to determine the total  1nactivation for source I.

            If the sum of the 1nact1vat1on ratios 1s greater than or equal
            to 1.0,  the  system has provided the required 3-log  6lardla
            cyst 1nact1vat1on.
            Determine CT  ,  for section B based on the residual  measured
            at sample  point  b and the  travel  time through the section
            under peak hourly flow conditions.

            Determine  CT,,.  for section  B for  the  pH and  temperature
            conditions  In the section  using  the appropriate tables  la
            Appendix E.

            Calculate the 1nact1vat1on ratio (CTMlc/CTM ,) for section B.

            Add the 1nact1vat1on ratios for sections B and D to determine
            the total Inactivation for source II.

            If the sum of the  Inactivation ratios Is greater than or equal
            to 1.0,  the system has provided the required  3-log 61a.rd.1a.
            cyst Inactivation for the source.
            Determine CTeil. for section C based on the residual measured
            at  sample  point c  and  the travel time  through the section
            under peak hourly flow conditions.

            Determine  CT,., for  section  C  for  the pH  and temperature
            conditions  in the  section using the  appropriate  tables  in
            Appendix E.

            Calculate the Inactivation ratio (CT^./CT,,,)  for  section C.

            Add the inactivation ratios for sections C and D to determine
            the total  Inactivation  for Source III.
                                                                             r
                                   3-26

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            If the sun of the inactivation ratios Is greater than or equal
            to  1.0,  the system has provided the  required 3-log  Giardia
            cyst inactivation for the source.


      The  determination of the total  inactivation for each source lay
require more calculations for systems such as that on Figure 3*3 than  on
figure 3-2.  On Figure 3-3 sections A, B, C, 0,  and E contain sampling
points  a,  b,  c,  d,  and  e respectively.    In order  to  ninimiie the
calculations needed, the determination  of the total Inactivation should
begin with the source closest to the first customer.
      The  total  inactivation for  each source  on Figure 3-3  should  be

determined as follows:
Source III

            Determine CT lc for  sections  C and E  based  on  the residual
            measurement at sample points c and e and the detention time in
            each  section  under  peak  hourly  flow  conditions for  the
            respective section.

            Determine CT9I, for the pH  and temperature conditions in each
            section using the tables in Appendix E.

            Calculate the inactivation  ratios (CTCIIC/CT,9,)  for sections
            C and E.

            Calculate the sum of  the inactivation ratios for sections C
            and E to determine the total inactivation  for source III.

            If the sum of the Inactivation ratios is greater  than or equal
            to  1.0,  the system has provided  the  required  3-log Giardia
            cyst inactivation for source  III.
Source I!
            Determine CT.,,. for section D based on the residual measured
            it sample point d and the detention time through the section
            under peak hourly flow conditions.

            Determine  CT,,,  for  section  D  for the pH  and temperature
            conditions  in the section  using the  appropriate  tables in
            Appendix E.

            Calculate the inactivation ratio (CTtile/CTlfi)  for  section D.

            Add the Inactivation ratios for sections 0 and  E to determine
            the overall inactivation.

                                  3-27

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        -   'If tht sun of tht inactivation ratios fs greattr than or equal       (
            to 1.0,  tht system has provided the required 3-1og Giardi*
            cyst inactivation for source II, as well as source I since the
            water  from  each  of these sources  are  combined  prior  to
            sections 0 and E.

            If the total inactivation ratio for sections  0 and E Is less
            than  1.0,  additional calculations are needed.   Proceed  as
            follows for source II.

        *   Determine CT    for section B based on  the  residual  measured
            at sample point b and the detention tine  through the section         ,
            under peak hourly flow conditions.

        -   Determine  CT,,,  for section  I for  the  pH and  temperature
            conditions  in  the section using  the appropriate tables  In
            Appendix E.

        -   Calculate the inactivation ratio -(CTMU/CTM<,) for section B.

            Add  the inactivation  ratios  for  sections B,  0  and E  to
            determine the total Inactivation for source II.

            If the sun of the inactivation ratios is greater than or equal
            to 1.0,  the system has provided the required 3-1 og Siardia.
            cyst Inactivation for the source.

Source I

      As noted  in  the determination of  the  inactivation  provided  for

source II,  if the sum of the Inactivation ratios for sections D and E is

greater than or equal to 1.0, the system has provided the required 3-log         ~-

Siardia  cyst  inactivation.    However,  if  this sum is  less  than  1.0

additional  calculations will  be needed to  determine the overall inactiva-

tion provided for source I.  The calculations are as follows:

Source I

        *   Determine CT..,. for section A based on the residual measured
            it sample point a and the detention time  in the section under
            peak hourly flow conditions.

        -   Determine  CTitif  for section  A for  "the  pH  and temperature
            conditions  in  the section  using  the appropriate, tables in
            Appendix E.

        -   Calculate tht inactivation ratio (CTule/CT,,,) for section A.

        -   Add  the inactivation  ratios for  sections A,  0,  and'E to
            determine the total  inactivation for source I.


                                  3-28

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             If the sun of the inactivation ratios is greater than or equal
             to 1.0, the system has provided the required 3-log Giardia
             cyst inactivation for the source.                      Hl*li

       3.2.3 Demonstration  of Maintaining a Residual
       The SWTR establishes  two  requirements concerning the maintenance of
 a residual.  The first requirement is to maintain a minimum residual of
 0.2 mg/L entering the distribution system.  The second is to maintain a
 detectable residual  throughout  the distribution system. The disinfectant
 used to meet these requirements is identified  as the secondary disinfec-
 tant throughout the remainder of this document.  These requirements are
 further explained in the following sections.
       Maintaining a Residual  Entering the Distribution Svst*fli
       To avoid filtration,  the disinfectant residual in water entering the
 distribution system  cannot be less than 0.2 mg/1 for more than four hours,
 with one exception  noted below.  Systems serving more  than 3,300 persons
 must monitor  continuously.    If there  is  a failure  in  the continuous
 monitoring  equipment,  the system may  substitute grab sampling every four
 hours for up to five working days following the failure of the equipment.
 Systems  serving 3,300 or fewer people may monitor continuously or take
 grab samples at  the  frequencies prescribed below:
       System Size by Population           Samples/day*
                $500                           1
               501-1,000                         2
             1,001-2,500                         3
             2,501-3,300                         4
      •Samples  cannot be taken  at the  same time.
      The  sampling  Intervals  are subject to  Primacy  Agency review and
      approval.

 If  at any  time the  residual  disinfectant concentration  falls below 0.2
mg/1 in a system using grab  sample monitoring, the system must continue to
take  a grab  sample every  four  hours  until  the  residual  disinfectant
concentration  is  equal to or greater  than  0.2  mg/1.  For  all systems, if
the  residual concentration  is not  restored to at  least  0.2 mg/1 within
four hours after a value of less than 0.2 mg/1  is observed, the system is

                                  3-29

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In  violation  of  a treatment  technique requirement,  and  must  install
filtration.  However,  If the Primacy Agency finds that  the exceedance was
caused by an unusual  and unpredictable  circumstance, the Primacy Agency.
may choose not to  require filtration.  EPA expects Primacy Agencies to use
this provision sparingly; it is intended  to encompass catastrophic events,
not Infrequent  large  storm events.   In addition, any time the residual
concentration falls below 0.2  mg/1,  the system must notify the  Primacy
Agency.  Notification must occur as soon as possible, but no  later than '
the end of the next business day.  The system also must notify the Primacy
Agency by the end  of the  next business day whether or not the residual was
restored within four hours.
      Failure of a monitoring or reporting requirement does not trigger a
requirement to filter although they are violations.
      Maintaining a Residual Within the System
      To avoid filtration, the disinfectant residual  In  the distribution
system cannot be undetectable in more  than five percent of the samples in
a month, for any  two  consecutive months that  the system serves water to
the public.  Systems  may measure HPC instead of disinfectant residual.
Sites  with HPC  concentrations of  less  than or  equal to   500/ml  are
considered equivalent to sites with detectable residuals for the purpose
of  determining  compliance.  Public water  systems  must  monitor  for  the
presence of a disinfectant residual  (or  HPC levels) at the same frequency
and locations as total coliform measurements taken pursuant to the Total
Coliform Rule.   However, 1f the Primacy  Agency determines, based  on site-
specific considerations,  that  a system  has no means  for having  a sample
transported and analyzed for  HPC  by a certified laboratory  within  the
requisite time  and temperature conditions  (Method  907,  APHA, 1985),  but
that the  system Is providing  adequate  disinfection  In. the distribution
system, this requirements  does not apply to that system.
      For  systems which use both surface and ground  water sources,  the
Primacy Agency may allow the system to  take disinfectant residual or HPC
samples at points other  than the total  coli form  sampling locations if  it
determines that such points are more representative  of treated (disin-
fected) water quality within the distribution system.
                                   3-30

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      Disinfectant  residual  can  be Measured  as  total  chlorine,   free
chlorine, combined chlorine or chlorine dioxide  (or HPC level).  The  SHTR
lists the approved  analytical  methods  for these analyses.   For example,'
several test  nethods  can be used to test  for chlorine residual in the
water,  Including  amperometric  titration,  DPD colorimetric, DPO ferrous
titrimetric method and iodometrie Method, as described  in the 16th Edition
of  Standard  Methods.*   Appendix 0  provides a review and summary  of
available techniques to measure disinfectant residuals.
      If a system falls to maintain  a detectable disinfectant residual  or
an HPC level of less than or equal to 500/ml  in acre than S percent of the
samples during*a Month, for any two consecutive Months the systea serves
water to the public, the systeM Is in violation of a treatment technique
requirement.  In addition,  this systea  must  Install filtration unless the
Primacy Agency determines that the violation was not due to a deficiency
In  treatment  of  the  source water  (e.g.,   the  violation  was  due   to a
deficiency in the distribution  system, such as cross-connection contamina-
tion or failure in the pipeline).
      The absence of a detectable disinfectant  residual in the distribu-
tion system may be due to a number of  factors,  including:
            Insufficient chlorine applied at the treatment plant
            Interruption of chlorlnation
            A change in chlorine demand in either the  source water or  the
            distribution system
            Long standing times and/or, long transmission distances

      Available  options  to correct   the  problem  of  low disinfectant
residuals In distribution systems include:
            Routine flushing
      Also, portable test kits are available which can be used  in the  field
      to detect residual upon the approval of the Primacy Agency. These kits
      may employ titration  or colorinetric test methods.  The  colorimttric
      kits employ either a visual detection of a residual through the use  of
      a color wheel, or the detection of the residual through  the use  of a
      hand held spectrophotometer.
                                   3-31

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        -   -Increasing disinfectant doses at the plant
        -   'Cleaning of  the  pipes  (either mechanically by  pigging  or  by
            the  addition of  chemicals to dissolve the deposits) in the
            distribution system to remove accumulated debris which may  be
            exerting a disinfectant demand;
        -   Flushino and disinfection of the portions of the distribution
            system in which a residual is not maintained;  or
        -   Installation of satellite disinfection feed facilities within
            the distribution system.

For  systems  unable  to  maintain  a  residual,  the Primacy  Agency may
determine that it is not feasible for the system to monitor HPC and  judge
that disinfection is adequate based on site-specific conditions.
      Additional Information on  maintaining a  residual in  the system  is
available  in  the  ANWA  Manual  of  Mater Supply  Practices  and  Hater
Chlorination Principles and Practices.
      3.2.4  Disinfection System Redundancy
      Another  requirement   for   unfiltered  water  supply . systems   is
disinfection facility redundancy.  A system providing disinfection as the
only treatment is  required  to assure that the  water delivered to  the
distribution system is continuously disinfected.  The SWTR requires either
redundant  disinfection  equipment with  auxiliary power  and  automatic
start-up and alarm; or an  automatic shutoff of delivery,of water to the
distribution system when the disinfectant residual leve.l  drops below 0.2
mg/L.   In  order  to  fulfill  the requirement  of  providing  redundant
disinfection facilities, the following system is recommended:
        •   All components have backup units with capacities equal  to or
            greater than the largest  unit on-line.
        *   A minimum of two storage units of disinfectant which can be
       :     used alternately - e.g.,  two cylinders of chlorine gas,  two
            tanks of hypochlorite  solution
        -   Where the disinfectant Is generated  on-site,  such as ozone,
            backup units with a capacity equal  to or greater than that of
            the largest  unit on-line.
        -   Automatic switchover equipment  to change the  feed from one
            storage unit to the other before the  first empties or becomes
            inoperable
                                   3-32

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            Feed systems  with backup units with capacities equal to  or
            greater than  the  largest unit on-line.
            An alternate power supply such as a standby generator with the
            capability  of running all  the electrical  equipment at the
            disinfection  .station.   The generator should be on-site and
            functional with the capability of automatic start-up on power
            failure

      Systems providing disinfection  say have several different configura-
tions for type  and location of disinfectant application.   The following
guidelines  are provided  to  assist  Primacy  Agencies  and utilities  in
determining the need for redundancy.  Possible disinfection configurations
include:
            one disinfectant  used for primary and Secondary disinfection
              -  one point of application
              *  multiple points of  application
            two different disinfectants used for primary  and secondary
            disinfection
      In-many  cases one disinfectant  will  be used to  fulfill  both the
total inactivation  and residual requirements.  One or more application
points nay be used to accomplish this.  When one .application point is used
to meet  both the  primary  and  secondary  disinfection  requirements,  the
system is required to  include redundant disinfection facilities.
      When  multiple  points  of  application  are used,   redundancy  is
recommended for the disinfection facilities at each point  of application
which  is essential  to meet  the total  inactivation  requirements.   In
addition, to assure the maintenance of a residual  entering  and throughout
the distribution system, either:
            the last point of application prior to the distribution system
            should have redundancy, or
            the  point  of  application  immediately  prior  to  this point
            should  have  redundancy and sufficient capacity to assure a
            residual entering the distribution system.

      Systems may also  use two different disinfectants, one to fulfill the
inactivation  requirements  and  the  second  to maintain a  residual.   An
                                  3-33

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                                                                             n
example of this would include a system using ozone as • primary disinfec-
tant and chloramines as a secondary disinfectant.  EPA recommends that:
        •   the disinfection facilities at each point of  disinfectant
            application in the primary system essential in providing the
            overall inactivation requirements include redundancy, and
        •   the secondary disinfection  facilities  include  redundancy,        -
            unless  the  disinfectant  used  for primary  disinfection  can        r
            provide a residual  for  the  distribution  system  as well.   If        -
            the primary disinfectant can be used for residual Maintenance,
            the last  point  of  primary  disinfectant  application should
            include  redundancy  and  sufficient  capacity. to- assure  a
            residual entering the distribution systea.

      Appendix 1 contains acre specific  information to assist the Primacy
Agency in establishing requirements for providing redundant disinfection
facilities.
      Providing automatic shutoff of water delivery requires approval by
the Primacy Agency.  The  Primacy Agency Bust  determine that this action
will not result in an unreasonable  risk to health or interfere with fire
protection.   This  determination should  include the evaluation of the
system configuration to protect against  negative  pressures In the system,
and providing for  high  demand periods including  fire flow requirements.
Automatic  shutoff  should be  allowed  only  if   systems  have  adequate        .g,
distribution system storage  to maintain positive pressure for continued        ^
water use.                                                              .       •«-.
                                   3-34

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3.3   SITE-SPECIFIC CQNDjffQtfi
      In addition to meeting source water quality criteria and disinfec-
tion criteria, nonfiltering systems using surfact water supplits must meet.
tht following criteria:
            Maintain a watershed control program
            Conduct a yearly on-site inspection
            Determine that no waterborne disease outbreaks have occurred
            Comply with the revised annual total coliform MCI
            Comply with  TTHM regulations (currently applies  to  systems
            serving >10,000 people)

Guidelines for meeting these other criteria are presented in the following
stctions,
      3.3.1  Watershed Control Program
      A watershed control  program is a surveillance and monitoring program
which is conducted to protect the quality of a surface water source.   An
aggressive  and  detailed  watershed  control   program  is  desirable  to
effectively limit or eliminate potential contamination by human viruses.
A  watershed  program  may  impact parameters  such as turbidity,  certain
organic compounds, viruses, total and fecal  col 1 forms, and areas of wild-
life habitation.  However,  the  program is expected to  have little or no
impact on  parameters such  as  naturally  occurring  inorganic chemicals.
Limiting human  activity  in the  watershed may reduce the likelihood of
animals becoming infected with pathogens and thereby reduce the transmis-
sion of pathogens by wildlife.  Preventing animal  activity  near the source
water Intake  prior to  disinfection may  also reduce the likelihood of
pathogen occurrence at the  intake.
      The effect  of i watershed program  is difficult  to quantify since
many variables  that Influence water quality are  beyond  the control or
knowledge of the water supplier.  As a result, the benefit of a watershed
control program or specific control measures  must  in many cases be based
on accumulated cause and  effect  data and  on the  general knowledge of the
impact of  control measures rather  than on actual  quantification.   The
effectiveness of a program to limit or  eliminate potential contamination
by human viruses  will  be  determined based on:   the comprehensiveness of
the watershed review;  the  ability of the water system to effectively carry

                                  3-35

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                                                                             o
out and monitor the management decisions regarding control of detrimental
activities  bccurrlng  in the watershed; and the potential for  the  water
system to maximize  land ownership  and/or  control of  land use within  the
watershed.   According to the SWTR,  a watershed control  program should
include as a minimum:
        -   A description of the watershed including its hydrology  and       «
            land ownership
            Identification,  monitoring and control of watershed character-       -
            istics  and activities in  the watershed which  may have  an       *
            adverse effect on the source water quality
        -   A program to gain ownership or control of the land within  the
            watershed through written agreements with  land owners, for the
            purpose of controlling activities which will adversely affect
            the microbiological quality of the water
        -   An  annual  report which identifies  special  concerns in  the
            watershed and how they are being handled, identifies activi-
            ties in the watershed, projects adverse activities expected to
            occur in  the future and  how the utility expects to address
            them.

      Appendix  J contains  a  more detailed  guide  to   a  comprehensive
watershed program.
      In preparing  a watershed  control  program,  surface water systems
should draw upon the State watershed assessments and nonpoint source (NPS)       ^
pollution management  programs required by S319 of the  Clean Mater Act.       ^
Information  on  these  programs  is  available from  State water quality    .   "-
agencies or EPA's regional offices.  Assessments Identify NPS pollutants
in  water and   assess  the  water  quality.    Utilities  should use  the
assessments when evaluating pollutants in  their watershed.  Surface water
quality assessments can also be obtained from the lists of waters prepared
under $304(1)  of  the Clean  Water Act,  and State  biennially prepared
S305(b) reports.
     . State NPS management  programs  identify best management  practices
(BMPs)  to  be  employed  in  reducing  NPS pollution. .   These management
programs can be incorporated  in  the watershed program to protect against
degradation o.f the  source water  quality.
                                  3-36

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      For  systems  using  ground water  sources under  the Influence  of
 surface water, the control measures delineated  in the Wellhead Protection
 (WHP) program encompass the requirements of the  watershed control program,
 and  can  be  used  to fulfill  the  requirements  of the  watershed  control
 program.  Guidance  on  the content  of State Wellhead Protection Programs
 and  the delineation of wellhead protection areas  1s given In: "Guidance
 for  Applicants for  State Wellhead Protection  Program Assistance  Funds
 Under  the Safe  Drinking Water  Act,' June, 1987,  and "Guidelines  for
 Delineation of Wellhead Protection  Areas," June, 1987, available from the

 EPA  office of Ground-Water  Protection (WH-550G).
      As a minimum,  the WHP program must:

            Specify  the  duties  of  State agencies, local  governmental
            entities and  public water supply systems with respect to the
            development and implementation of Programs;

            Determine  the  wellhead  protection  area  (WHPA)  for  each
            wellhead  as  defined  In subsection  1428(e)  based  on  all
            reasonably available hydrogeologic information,  ground-water
            flow, recharge  and discharge  and other information the State
            deems necessary to adequately determine the WHPA;

            Identify within each WHPA all  potential anthropogenic sources
            of  contaminants which  may  have any  adverse  effect  on the
            health of persons;

        -   Describe a  program  that contains,  as appropriate, technical
            assistance,  financial  assistance,  implementation of control
            measures, education, training and  demonstration projects to
            protect the water supply within WHPAs  from  such contaminants;

            Present contingency plans for  locating and providing alternate
            drinking water  supplies for each public water system in the
            event of well or wetlfield contamination by  such contaminants;

            Consider all potential  sources of such contaminants within the
            expected wellhead area of  a  new water well  which serves  a
            public water  supply system; and

            Provide for public participation.


      3.3.2  pn-site Inspection
                             i
      The watershed control  program and on-site  inspection are inter-

related preventive strategies.  On-site inspection  is  actually a program

which Includes  and  surpasses the  requirements of  a watershed program.

                                   3-37

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 While the watershed program is mainly concimtd with tht water  source,
 on-site  inspection Includes some additional  requirements for source water
 quality  control  and  is also concerned with the disinfection facilities.'
 As defined by the EPA, an.on*site inspection includes review of the water
 source,  disinfection facilities and operation and Maintenance of * public
 water system  for the purpose of evaluating  the adequacy  of  such  systems
 for producing safe drinking water.
       The  SHTR  requires an annual on-site  Inspection  to evaluate  the
 watershed  control  program and disinfection  facilities.  The-inspection
 •ust  be  performed by a party approved  by the Primacy Agency.  The Inspec-
 tion  should be conducted by competent individuals such  is  sanitary  and
 civil  engineers, sanitarians,  and  technicians who have experience  and
 knowledge in the operation, maintenance, and design of water systems,  and
 who have a sound understanding.of public health principles and waterbome
 diseases,  guidance for the contents of an inspection are Included in the
 following  paragraphs.    Appendix K presents  guidelines  for  a  sanitary
 survey  which   includes and  surpasses the  requirements of an  on-site
 Inspection.
      As the first step in determining which SHTR requirements, if any, a
 source Is subject to,  EPA  recommends  that  utilities  conduct a detailed,
 comprehensive sanitary survey.  Appendix K presents a comprehensive list
 of water system  features that the person conducting the survey should be
 aware  of and  review as appropriate.   This  initial  Investigation estab-
 lishes the quality of the water source, its  treatment and delivery to the
consumer.  EPA recommends that this comprehensive evaluation be repeated
•very three years for systems serving  4,100  people or less and every five
years for systems serving more than 4,100 people.  Also, under the Total
 Coliform Rule,   ground  water systems  which, take  less  than  5  col 1 form
 samples per month must conduct such sanitary surveys within every 5 or 10
years depending  upon whether tht source is protected and disinfected.
      The  annual on-s1t«  inspection  to fulfill  the  SWTR  requirements
 should include as a minimum:
                                  3-38

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                                         1 it CUSTOMER
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I
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CHLORINE CHLORINE
DIOXIDE
SECTION


STORAGE
TANK 2

FM >
r-i
t
f«, uA


CHLORINE

SECTION
1
2
i (
i
(SECTION

3
FIGURE 3-1-DETERMINATION OF IN ACTIVATION FOR
          MULTIPLE DISINFECTANT APPLICATION
          TO A SURFACE WATER SOURCE

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      1.    Source Evaluation

            a.    Review  the  effectiveness  of  the  watershed  control
                  program (Appendix J).

            b.    Review -the  physical  condition and  protection  of the
                  source Intake.

            e.    Review  the  maintenance  program  to Insure  that all
                  disinfection equipment 1s appropriate and  has received
                  regular maintenance and repair to assure a  high operat-
                  ing reliability.

      2.    Treatment Evaluation

            a.    Review improvements and/or additions made  to disinfec-
                  tion  processes  during the previous year to correct
                  deficiencies detected in  earner surveys.

            b.    Review the condition of disinfection equipment.

            c.    Review operating procedures.

            d.    Review data  records  to assure that  all  required tests
                  are being  conducted  and  recorded and disinfection  is
                  effectively  practiced (CT  calculations  should be spot
                  checked to ensure that they were done correctly}..

            e.    Identify  any needed improvements  in  the  equipment,
                  system maintenance and operation, or data  collection.


      In addition to these requirements,  a  periodic,  sanitary survey  is

recommended for all  systems,  including  those  with filtered and unfiltered

supplies.  The sanitary survey should include the items listed in 1 and 2

above as well as:
      3.    Distribution System Evaluation

            a.    Review the condition of storage facilities.

            b.    Determine  that  the  system has  sufficient  pressure
                  throughout the year.

            c.    Verify  that  system  equipment   has received  regular
                  maintenance.

            d.    Review  additions/improvements  incorporated during the
                  year  to correct deficiencies detected  in the  initial
                  inspection.


                                  3-39

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            t.    Review cross  connection  prevention program,  including
                  annual testing of backflow prevention devices.
            f.    Review routine flushing program for effectiveness,
            g.    Evaluate the corrosion control program and its Impact on
                  distribution water quality.
            h.    Review the adequacy of the program for periodic  storage
                  reservoir flushing.
            1.    Review practices  In repairing  water main  breaks to
                  assure they include disinfection.
      4.    Management/Operation Evaluation
            a.    Review the operations to assure that any difficulties
                  experienced  during  the  year  have   been   adequately
                  addressed.
            b.    Review staffing to assure adequate numbers  of properly
                  trained and/or certified personnel are available.
            c.    Verify that a regular Mintenance schedule is followed.
            d.    Audit systems records to verify that they are adequately
                  Maintained.
            e.    Review bacteriological data fro* the distribution system
                  for  coliform occurrence,  repeat  samples  and  action
                 . response.

      3.3.3  No Disease Outbreak^
      Under the provisions  of the  SHTR, a surface water system which,does
not  filter oust  not have  been  identified  as a source of  waterbome
disease, or  if it  has been  so identified,  the  system must  have  been
•edified sufficiently to prevent another such occurrence, as determined by
the Privacy Agency.   If a waterbome disease outbreak has occurred and the
outbreak was or 1s attributed to a treatment deficiency, then the system
must  install  filtration unless the  system  has upgraded Its  treatment
system to remedy the deficiency which led to  the outbreak and the Primacy
Agency has determined that  the system is satisfying  this requirement.  If
the Primacy Agency has determined the disease outbreak  was the  result of
a  distribution system  problem  rather than  a source water  treatment
deficiency, the system is not required to install filtration.
           .                      3-40

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       In order  to  determine  whether  the  above  requirement is being met,

the  responsible federal,  state  and local  health agencies  should  be
surveyed to obtain the current  and historical  Information on waterborne-
disease outbreaks which My have occurred within a given system.  Whether

conducted by the Primacy Agency or submitted by the water purveyor, this
information should  include:

       1.    Source of the Information:

            i.    Name of agency
            b.    Name and phone number of person contacted
            c.    Date of inquiry

      2.    Outbreak Data

            a.    Known  or  suspected  incidents  of waterborne disease
                  outbreaks
            b.    Oate(s) of occurrence(s)
            c.    Type or identity of illness
            d.    Number of cases

      3.    Status of Disease Reporting;

            a.    Changes  in regulations;  e.g.,  giardiasis was  not  a
                  reportable disease until 1985

      4.    If a Disease Outbreak has Occurred:

            a.    Was  the  reason for  the  outbreak  identified;   e.g.,
                  inadequate disinfection?

            b.    Did  the outbreak  occur  while the  system was  in  its
                  current configuration?

            c.    Has remedial action taken?

            d.    Have there been any further outbreaks since the remedial
                  action was taken?
      If • review of the available information indicates that the system

or network for disease reporting is inadequate within the Primacy Agency's

area of responsibility,  efforts should be Mde to encourage the appropri-

ate agencies  to upgrade the  disease reporting capabilities  within the

area.
                                  3-41

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                                                                              o
       3.3.4  Monthly CoHfora MCL
       To avoid filtration, i  system  Must comply with tht MCI for total
 conforms, established in the  Total Colifora Rule, for at least 11 out of
 the previous 12 month* the system served water to the public on an ongoing
 basis, unless the  Primacy Agency determines that  failure to meet this
 requirement was not  caused  by a deficiency in  treatment of the source
 water.  If the Primacy Agency makes such a determination, the system is .
 not required  to  Install  filtration.    The  Total  Coliform Rule requires
 systems using surface water or ground  water under the Influence "of surface
 water which  do  not  filter  to collect a sample  at  or  near the first
 customer each day that the turbidity  level  exceeds  1  NTU  within 24 hours
 of learning of the result and to analyze the sample  for  the  presence of
 total  coliforms.   (If  the Primacy  Agency determines  that it  is  not
 possible for the system to have such a sample analyzed within 24 hours,
 this time  limit may be extended on a case-by-case basis.)  This sample may
 be used to fulfill  the routine compliance monitoring  requirements of the
 Total  Coliform  Rule.   The results  of  the  additional  sample  must be
 included in  determining  whether the system  is in compliance  with the
 monthly HCL for  total coHforms.
       3.3.5  Total  Trihalomethane fTTHW  Regulations
       For  the system  to  continue . to  use  disinfection  as the  only
 treatment,   it oust  comply  with  the  total  trihalomethane  (TTHM)  MCL
 regulation.  The current  regulation established  an  MCL  for total TTHM of
 0.10 mg/L for systems serving a population greater than 10,000.   Both the
 MCL and the system population covered may be reduced in  the  future, and
 this.should be considered*when' planning disinfectant  application.
       One alternative  to meet the  CT requirements  of  the  SWTR is to
 increase the disinfectant dose,  for many systems, a higher chlorine dose
 will nilfft  tn  Increased formation of TTHMs.   Changes  in  disinfection
 practice should  maintain  TTHM levels  of less than 0.10  mg/L.   In  lieu of
 increasing chlorine dose, use  of an alternate disinfectant which  produces
 fewer  TTHMs could be  considered.  Alternate disinfectants include the use
'of ozone or  chlorine dioxide  as  primary disinfectants with  chlorine or
 chloramines as secondary  (residual)  disinfectants.  It  is  Important to
 note that  EPA also  will  promulgate regulations  for disinfectants and
                                   3-42

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disinfection by-products  which My Unit  application  of some of these
disinfectants.  EPA recommends that Prinacy Agencies keep informed  through
coowunication with  EPA on  interim guidance on how to avoid conflict for
systems to comply with both  the SWTR  and  the forthcoming regulations on
disinfectants and disinfection by-products.  Any changes which appear to
not meet the by-product regulations should not be implemented.
                                   3-43

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                  4.   DESIGN AND OPERATING CRITERIA FOR
                      FILTRATION AND DISINFECTION TECHNOLOGY

4.1   Introduction
      To comply with the SWTR, public water systems must Include  filtra-
tion, or  some other  approved  participate  removal technology, In  their
treatment  process  unless they  are  able to satisfy certain  conditions.
Those conditions include compliance with source water quality criteria and
site-specific criteria.  Guidance for determining whether these conditions
are  met is  provided  in Section 3  of this manual.   Systems unable  to
satisfy  these  conditions   must  provide  particulate  removal  and  meet
criteria pertaining to operation, design and performance.  These criteria
are  specified in part in the definitions of technologies In the SWTR and
more specifically as determined by the Primacy Agency.
      This section provides guidance  both  for those water systems which
currently  do not have  filtration  equipment  and must  add It,  and for
systems which have existing filtration processes. Guidance on additional
alternatives for small systems is presented in Appendix L.
      This section includes guidance on the following topics:
      a.    Filtration  Technology:    Descriptions,  capabilities,  design
            criteria and operating requirements  for each technology, and
            a  listing  of  major  factors  to  be considered  in  their
            selection, Including raw water quality considerations.
      b.    Disinfection:   Descriptions of  the  most  applicable disin-
            fection  technologies used  with  filtration  systems,  and a
            presentation of the relative effectiveness of these disinfec-
            tion technologies  with  respect  to inactivation of bacteria,
            cysts and viruses.
      c.    Alternate  Technologies:    Descriptions  of  some  currently
            available alternate filtration technologies.
      d.    Other Alternatives:  Includes a description  of some nontreat-
            ment  alternatives  including regionalization  and use  of an
            alternate source.

4.2   Selection of Appropriate Filtration Technology
      Filtration is generally provided  by passing water through  a bed of
sand, a layer of diatomaceous earth or a combination bed of coarse anthra-

                                   4-1

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                                                                            r

cite coil overlaying finer sand.  Filters are classified and named in a
number of ways.   For example, based on application rate,  sand filters can
be classified as  either slow or rapid; yet  these two types of  filters
differ In many  more characteristics than just  application rate.  They
differ in their  removal  process,  bed material,  method of  cleaning, and
operation.  Based on the type of bed material, filters can  be classified
as sand,  dlatomaceous earth, dual-media (coal-sand) or even multi-media
in which  a third layer of high density sand  Is used.


      4.2.1  general  Descriptions
      Current technologies specified by the  SMTR are:
      a.     Conventional  Treatment:    A series  of processes  including
            coagulation, flocculation, sedimentation  and filtration.

      b.     Direct Filtration:  A series of  processes Including coagula-
            tion (and perhaps flocculation) and filtration, but excluding
            sedimentation.

      c.     Slow Sand Filtration:  A process  which Involves  passage of raw
            water through a  bed of  sand at  low  velocity,  generally less
            than 0.4  meters/hour (1.2 ft/hr),  resulting  In substantial
            part leulate removal by physical  and biological mechanisms.

      d.     Dlatomaceous  Earth Filtration:    A  process  that  meets  the
            following conditions:

              -   A precoat  cake of dlatomaceous  earth  filter media is
                  deposited on a support membrane  (septum)

              -   The water 1s filtered by passing it  through the cake on
                  the septum; additional filter media, known as  body feed,
                  Is  continuously  added to  the feed water In order to
                  maintain the permeability of the filter  cake.
                                   4-2

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            Alternate  Technologies:   Any filtration process other than
            those listed above.  Available alternate filtration technolo-
            gies Include, but are not limited to:
              • '  Package Plants1
              -   Cartridge Filters
      4.2.2
      Filtration  processes  provide  various  levels  of  turbidity  and
mlcrobial contaminant  removal.  When properly designed and .operated  and
when  treating  source waters  of  suitable quality,  the above  filtration
processes are capable of achieving at leait a 2-log (99 percent)  removal
of siardia  cysts  and at  least  a 1-1 og  (90 percent) removal of  viruses
without disinfection (Logsdon, 1987b; USEPA, 1988b; Roebeck,  1962).  The
exception 1s  cartridge  filters  which My  not  provide effective  virus
removal.  A summary of the renoval capabilities of the various filtration
processes is presented In Table 4-1.
      As Indicated 1n Table 4-1,  conventional treatment without disinfec-
tion  is capable of  achieving  up  to  a 3-1 og removal of Giardia cysts and
up to a 3- log removal of viruses.  Direct filtration can achieve up to a
3- log removal  of Giardia  cysts  and up  to  a 2-log removal  of viruses.
Achieving the maximum removal  efficiencies with these treatment processes
requires the raw water to be  properly coagulated and  filtered.  Factors
which can adversely affecy removal efficiencies include:
        -   Raw water turbidities less than i NTU
            Cold water conditions
            Non-optimal or no coagulation
            Improper filter operation including:
      Depending  upon  the typt  of  treatment  units  In place,  historical
      performance and/or pilot plant work, these  plants could be categorized
      as one of the technologies  in  a-d above at the discretion of the State.
      Several  studies  have  already indicated  that some package  plants
      effectively  remove  Giardia cysts.   If such  plants provided adequate
      disinfection so that the complete treatment train achieves at least a
      3-log removal /inactl vat ion of Giardia cysts and a 4-log removal/inacti-
      vation of  viruses,  use of this technology would  satisfy the minimum
      treatment requirements.
                                   4-3

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               •   No filter to waste
                  Intermittent operation
               • .  Sudden rate changes
               •   Poor housekeeping
               -   Operating the filters after turbidity breakthrough
      Studies  of  slow sand filtration  have shown that  this  technology
 (without  disinfection)  Is  capable of  providing greater  than a  3-log
 removal of fiiardla cysts and greater than a 3-log removal of viruses.
 Factors which  can adversely affect removal efficiencies Include:
            Poor source water quality
            Cold water conditions
            Increases In filtration rates
            Decreases 1n bed depth
            {•proper sand sire
            Inadequate ripening              '      ,.,..
      Olatomaceous earth (DE)  filtration can achieve greater than a 3-log
 removal of fiiildift cysts when sufficient precoat and body feed are used.
 However, turbidity and total collfom removals are strongly Influenced by
 the grade of OE employed.  Conversely, DE filtration Is  not very effective
 for removing  viruses  unless  the surface  properties of the diatomaceous
 earth have been altered by pretreatment of the  body feed with alum or a
 suitable polymer.   In general,  DE  filtration Is assumed to achieve only
 a 1-log removal of viruses unless demonstrated otherwise.  Factors which
 can affect the removal of fiiiclli cysts and viruses Include:
            Precoat thickness
        -   Amount of body feed
        •   Grade of OE
        - • Improper conditioning of  septum
        --  improper pretreatment of  the body feed
      Package  plants can be used to treat water supplies for communities
 as well  as for recreational areas, parks, construction camps, ski resorts,
military Installations  and  other facilities where  potable water Is not
 available from a municipal supply.   Operator requirements vary signifi-
 cantly with specific situations.  Under unfavorable raw water conditions.
                                   4-4

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                                   TABLE 4-1

Siardia(2)
Cysts
atnent 2-3
n 2-3
tlon 2 - 3($)
tog Removals
Total i»
Viruses Col i form
1 • 3{1} >4
1 - 2'J' ' 1-3
1 - 3(4) 1-2
Process
Conventional
Direct Filtration
Slow Sand Filtration
Dlatomaceous Earth
  Filtration                   2 - 3(i>          1 - 2(l)            1-3
Note:
      1.    Without disinfection.
      2.    logsdon, 19875.
      3.    Roebeck ii al 1962.
      4..    Poynter and 5lade, 1977.
      5.    Tntst technologies generally achieve greater than a 3-1og removal.

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package plants could demand full-time attention.  Package plants are nost
widely used to treat surface supplies for removal of turbidity,  color  and
coliform organism  prior  to disinfection.   They  are currently  available
in capacities up to 6 mgd.
      Colorado State University conducted a series of tests on one package
plant  over a  5-month period  during the  winter of  1985-86  (Horn  and
Hendrieks, 1986).  Existing  installations in Colorado had proven  effective
for turbidity removal, and  the tests at  the university were designed to
evaluate  the  system's effectiveness  in  removing coll fora bacteria  and
fiiardia cysts froei low turbidity, low temperature source waters.  The test
results  showed  that  the filtration  system could  remove greater than
99 percent of Siardia cysts  for waters which had less than 1 NTU turbidity
and less than 5 C temperatures, as long as proper chemical treatment  was
applied, and  the filter  rate  was  10 gpm/ft* or less.   In addition, an
alternate water source having a turbidity ranging fro* 3.9 to 4.5 NTU was
used in 12 test  runs with  coagulant doses ranging from IS  to 45 ng/L.  The
effluent turbidities from these runs were consistently less than 0.5 NTU.
      Surveys of existing facilities indicate that  while package plants
My be capable of achieving  effective treatnent, Mny have not consistent-
ly net the interim  MCI for  turbidity, and  in some cases, coliforms were
detected in the filtered water (Horand et  al.(  1980; Morand  and Young,
1983).   The  performance  difficulties were primarily the result  of  the
short detention time  inherent  in the design of the treatment  units,  the
lack of skilled operators with sufficient time to devote  to operating the
treatment facilities, and the wide-ranging  variability in quality of the
raw water source.   For instance, raw water turbidity was reported to often
exceed 100 NTU  at one site.  Improvements  in operational techniques and
methods at this site resulted  in a  substantial  improvement  in effluent
quality.  After adjustments were made, the  plant was capable of producing
a filtered water with turbidities  less than  1  NTU,  even when influent
turbidities Increased from  17 to 100  NTU within  a 2-hour period, as  long
as proper coagulation was provided.
      One of the major conclusions of these surveys was that package water
treatment plants manned   by competent operators  can  consistently  remove

                                   4-5


                                                                           '0  i

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                                                                              \
 turbidity *and bacteria from surface waters of a fairly uniform quality.
 Package plants applied where raw water turbidities are variable require
 a high degree of operational skill and nearly constant attention by the
 operator.  Regardless  of  the quality of the raw water source, all package
 plants require at  least  a minimum level  of maintenance and operational
 skill  and proper chertcal treatment If they are to produce satisfactory
 water  quality.
       Cartridge filters using microporous filter elements  (ceramic, paper
 or fiber) with pore sizes as SMll  as 0.2 u» My be suitable for producing
 potable water from raw  water supplies  containing Moderate  levels  of
 turbidity,  a-lgae and Microbiological contaminants.  The advantage to small
 systems  of these  cartridge filters  1s  that,  with  the exception  of
 disinfectant,  no other chemicals  are  required.   The  process  Is  one of
 strictly physical  removal of small  particles  by straining as the water
 passes through a  porous  cartridge.  Other  than occasional  cleaning or
 cartridge replacement, operational requirements are not complex and do not
 require skilled personnel.  However, the SWTR does require each surface
 water  system to be operated by a qualified operator,  as determined by the
 Primacy Agency.  Such a  system may be suitable for some small systems
 where,  generally,  only maintenance personnel are available for  operating
 water  supply facilities.   However, the use of cartridge filters  should be
 limited to  low turbidity  source waters because of their susceptibility to
 rapid  headless  buildup.    For  example,  manufacturer's  guidelines for
 achieving reasonable filter run lengths with certain polypropylene filter
 elements are that the raw water turbidity  be 2 NTU or less (USEPA,  1988b).
       Long  (1983) analyzed the efficacy of a variety of cartridge  filters
.using   turbidity  measurements,  particle  size  analysis,  and  scanning
 electron Microscope   analysis.    The  filters  were  challenged  with   a
 suspension  of  mlcrospheres averaging 5.7  urn In diameter which  is  smaller
 than a fiijxlii cyst.   The mlcrospheres were applied at a concentration of
 40,000 to 65,000 spheres  per ml.  Ten of 17 cartridge filters removed over
 99.9 percent of the mlcrospheres.
       In tests using live infectious cysts from a human source,  cartridge
 filters were  found to  be highly  efficient in  removing 61a.rd.1a.'  cysts
                                   4-6

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 (Hibler,  1986),   Each  ttst  Involved challenging a filter with  300,000
 cysts at a concentration of 10,000 cysts/nl.  Tht average rtnoval for five
 tests was 99.86 percent, with removal efficiencies ranging fron 99.5 per-
 cent to 99.99 percent.
      The application  of cartridge  filters to saull  water systems using
 either cleanable  ceramic or  disposable polypropylene cartridges  appears
 to  be a  feasible  method for  removing turbidity and tost microbiological
 contaminants.  However,  data regarding the ability of cartridge  filters
 to  remove viruses are not  available.  Since disinfection by ttst If could
 achieve a 4-tog Inactivation of viruses, if the cartridge filter  removes
 greater  than or  equal  to  3  logs  of fiiardla.  then  the filter  plus
 disinfection would  achieve the overall minimum requirements,  regardless
 of  whether  only negligible Giardla  Inactivation is achieved  (e.g., less
 than O.S log).  However, consideration should be given to the feasibility
 of  providing multiple barriers of  treatment for each  target organism,
 i.e., some Giardia  and virus removal by each barrier (i.e., some removal
 by filtration and  some  Inactivation by disinfection) as protection  in case
 one of the  barriers fails.  The efficiency and economics of the process
 must be closely evaluated for  each  situation.  Pretreatment  in the form
 of  roughing filters  (rapid sand or multi-media) or fine mesh screens may
 be needed to remove  larger suspended solids which, if not removed, could
 cause the rapid buildup of headless  across  the cartridges  (USEPA,  1988a).
      In general,  conventional treatment,  direct  filtration,  slow sand
 filtration and diatomaceous earth filtration can be designed and operated
 to achieve the maximum removal of the water quality parameters indicated
 in  Table  4*1.  However,  for  the  purpose  of electing  the  appropriate
 filtration  and disinfection  technologies and  for determining  design
 criteria, .these filtration processes should be assumed to  achieve  a 2-log
 removal of Siardia cysts and a 1-log removal of viruses.  This conserva-
 tive  approach will  assure  that the treatment  facility has  adequate
capability to respond  to non-optimum performance due to  changes in raw
water quality, plant upsets, etc.   The balance of the required removals
 and/or inactivatlon of fiiardia  cysts  and viruses would be achieved through
 the application of appropriate disinfection.
                                   4-7

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                                                                           c
      The performance of alternate technologies such §s cartridge filters,
tnd possibly package plants, dtpendlng upon the unit  under consideration
Ciimot bt stated with certainty at this time.   Because of  these perform-
ance uncertainties,  pilot studies should  be  used to demonstrate their
efficacy for a given water supply.

      4.2.3  Selection
      For  any  specific site  and situation,  a number  of factors will
determine which filtration technology  1s most  appropriate. .-Among these
are:  raw water quality conditions, space and personnel availability,  and
economic constraints.  A discussion of  the  Impact of raw water quality on
the technology selection Is presented here.  The Impact of site-specific
factors  and  economic  constraints Is  presented In  the USEPA  document
"Technologies and Costs for the Removal of Mlcroblal  Contaminants  from
Potable Water Supplies' {USEPA, 19B8b).
          Water Quality Conditions
      The number  of  treatment barriers provided should  be  commensurate
with the degree of contamination in  the source water.  The four technolo-
gies specified 1n the SHTR vary In their ability to meet the performance
criteria when a wide  range of raw water quality Is considered.  While the
numerical values of raw water quality that can be accommodated by each of
the four technologies will vary from site to site,  general  guidance can
be provided.  General guidelines for selecting filtration processes, based
on total conform count, turbidity,  and color are presented 1n Table 4-2.
It Is not recommended that filtration systems other than those listed in
Table 4*1 be used when the general  raw water  quality conditions exceed
the values listed, unless It has been demonstrated through pilot testing
that the technology can meet the performance criteria  under the raw water
quality conditions expected to occur at the site.
      The  filtration  processes  listed  In  Table  4-1  are capable  of
achieving the  required performance  criteria when  properly  designed artd
operated If they  are treating a source water of suitable quality (i.e.,
generally within  the ranges  Indicated 1n  Table 4-2).   One of the causes
                                   4-8

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Notes;
                                TABLE 4-2

              iENIRALIIED CAPABILITY OF  FILTRATION SYSTEMS
              TO ACCOMMODATE  RAM WATFP QUALITY CONDITIONS
                                Qeneral Restrictions
                     Total
                     Collforas         Turbidity               Color
Treatment            (1/100 ml)           (NTU)                  (CU1

Conventional with
  predisinfectIon    <20,000(J>         No restrictions'"

Conventional without
  predisinfection    <5,000(J)          No restrictions"5

Direct filtration
  with flocculation    <500(J)

In-line filtration     <500(i)

Slow sand filtration   <800(S)

Oiatonaceous earth
  filtration            
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of filtration failures 1s the use of Inappropriate technology  for a given
raw  water quality (Logsdon,  1987b).  These criteria are general  guide-
lines.   Periodic occurrences of raw water conform, turbidity or color
levels in excess of the values presented  in Table 4-2 should not preclude
the  selection or use of a particular filtration technology.   For "example,
the  following alternatives are available  for responding to occasional raw
water turbidity spikes:
      a.    Direct Filtration
              -   Continuous  son1toring and coagulant dose  adjustment
              •   More frequent backwash of filters
              -   Use of presedimentation
      b.    Slow Sand Filtration
                  Use of a  roughing filter
              -   Use of an infiltration gallery
      c.    Olatomaceous Earth Filtration
                  Use of a  roughing filter
                  Use of excess body feed
      For  the  above alternatives,  EPA recomends  that  pilot  testing  be
conducted to demonstrate the  efficacy of the treatment alternative.
      The characteristics of each filtration technology are  • major factor
in the selection process.  Significant characteristics include performance
capabilities (contaminant removal efficiencies), design and construction
requirements,  and  operation  and   Mintenance   requirements.    Details
regarding each of the  four filtration technologies are presented in the
following section.

4.3   Available Filtration  technologies
      4.3.1  Introduction
      As IndTcated in the preamble to the SWTR, the historical responsi-
bility of the States to establish design and operating criteria for public
drinking  water plants  will  continue.    The purpose  of  the  following
sections is to provide guidance on how the design  and operating criteria
may  need to be  changed  in order to assure that the performance criteria
in the SHTR are met.
                                   4-9

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      The dtslgn criteria for the various filtration technologies found
In the 1987 edition of Recommended Standards for Hater Worlg (Great Lakes,

1987)  irt  the minimum  design  criteria that  a  Majority  of  states  are
currently following.2   These standards are  referred to  as  Ten States
Standards In  the reminder of this Manual.  The design criteria contained

In the Ten States Standards  have not been duplicated here.  Rather,  the
reader 1s referred to the Ten States Standards directly.   EPA recoonends
the following additions  and/or changes to the Ten State Standards  In order
to assure conpl lance with the performance  criteria of the  SWTR.
      4.3.2

      The following recommendations apply to all  filtration plants:
      a.     All  filtration  plants should  provide  continuous turbidity
            Monitoring of  the effluent  turbidity  from each  Individual
            filter.1-4  If continuous Monitoring  Is  Impractical, routine
            Monitoring of Individual filters 1s recoonended as a minimum.

      b.     All  filtration  system should  be concerned with the peak
            turbidity levels In the filtered water  after backwash ing  and
      Based upon the results  of a survey conducted for the American Hater
      Works Association Research Foundation (AWWARF), som 38 states use the
      Ten States Standards entirely or 1n Modified fora (AWWARF,  1986).
      Although this  Is  not a  requirement of the  SWTR,  It ts  recoonended
      because of the possibility that not all filters  1n a treatment  plant
      will  produce the sane effluent turbidity.  This May be due to a variety
      of conditions  that  Include bed upsets, failure  of Media support  or
      undtrdraln systems,  etc.  Although the combined effluent from all  the
      filters may meet the turbidity requirements of the SWTR,  the  turbidity
      level from an  Individual  filter May substantially exceed  the Units.
      This  My result In the passage of fiiiriii cysts or other pathogens.

      Validation should be  performed at  least  twice  a week  based on  the
      procedure outlined In Part 214A in the 16th Edition of Standard Methods.
      It should be noted  that  improper  Installation of continuous monitors
      may allow  for air  bubbles  to enter  the  Monitor resulting  in  false
      turbidity spikes.   To avoid air bubbles reaching  the  turb1d1neter  the
      sample tap should be Installed below  the  center  line of the pipe  and
      an air.release valve may be included on the sample line.

                                •  4-10

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            make every  attempt to operate  the  filters  to minimize the
           .magnitude and duration of these turbidity  spikes.4


      Individual filters  should  be  monitored as  discussed  in Section
4.3.2.a and when excessive turbidity spikes are found,  corrective- actions
taken.  During  these turbidity  peaks, GiardU cysts and other pathogens
may be passed into the  finished water.  There is evidence that a 0.2 to
0.3 NTU Increase in the turbidity during the first period of the filter
run can be associated with rises In Giardia cyst concentrations by factors
of twenty to forty (Logsdon, 1985).   Special studies should be conducted
to determine the extent of the turbidity spike problems.
      There  are basically  four  approaches  available  for  correcting
problems with turbidity spikes  after backwashIng.  These  are as follows
(Bucklln,  et al  1988):

        •   Proper chemical  conditioning  of the  influent water to the
            filter can  minimize  the magnitude  and  duration  of  these
            turbidity spikes.   This could Include  proper  control of the
            primary coagulant chemicals such as alum  or  Iron compounds.
            In  some cases filter aids  using  polymers may be needed  to
            control the turbidity spikes.

        -   Gradually Increasing  the filtration rate  In  increments when
            placing the  filter in  operation.  Starting  the  filter at a  low
            flow rate and then increasing the flow in small  Increments
            over 10 to 15 minutes has been shown to reduce the  turbidity
            spikes in some cases  (Logsdon, 1987).

            Addition  of coagulants  to  the backwash water has  also been
            shown to reduce the extent of turbidity  spikes after backwash.
            Typically the same primary coagulant  used  in the  plant  is
            added to the backwash  water.  Polymers alone or In combination
            with the  primary coagulant may also be used.

            Filter-to-waste  may  be  practiced where  a  portion of  the
            filtered  water  Immediately after  starting   the  filter  is
          .  wasted.  This Is only possible where  the filter system  has
      For most  high  rate  granular  bed filters,  there  is a  period  of
      conditioning, or  break-In immediately following  backwashIng,  during
      which turbidity and particle  removal  Is  at  a minimum,  referred to as
      the break-In period.  The turbidity peaks are thought to be caused by
      remnants of  backwash  water within the pores of and above  the media
      passing through  the filter,  and/or  floe breakup during the  filter
      ripening period before it can adequately remove Influent turbidity.

                                  4-11

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          .  provided  tht necessary  valves  and piping  to  allow this
            procedure.  There is so*e concern whether or not this practice
          ,  fs beneficial*  The extra valve operations needed for  finer-
            to-waste can disrupt the filter flow rate to the extent that
            they create their own turbidity spikes.  SOM knowledge of the
            time actually needed for filter-to-waste is also needed before
            it can be deterained that this is an effective procedure for
            controlling  turbidity  spikes.   If  the  length  of tine the
            filter-to-waste Is practiced  is less  than  that before the
            turbidity spike passes,  the disruption caused by the valve
            operation aay actually Increase the  turbidity  spike.


      Different plants  and  the individual filters  within the plant My
have  different  turbidity spike  characteristics.  The  four  approaches

presented above,  therefore, oust  be evaluated on  a  case-by-case basis.

Special  studies  will be required to  identify   those filters with the
turbidity spike  problems  and  assist  in   selecting  which  of the four

approaches is best for correcting the problem.   It  has  been generally
found that turbidity spikes  can be minimiied  through one or a combination

of the first three approaches.
      In order  to establish filter-to-waste operating guidelines,  the

following procedure is suggested:
            Review the effluent turbidity  data for each filter and deter-
            mine which filter historically has the highest effluent tur-
            bidity.

            Following backwashing of the filter with  the poorest perfor-
            mance, place that filter into service and  collect orab samples
            every 5 to 10 minutes for a period of at  least 60 minutes.1

       '-   Analyze the grab samples for turbidity  and determine how long
            the filter must be  in operation before  the effluent turbidity
            drops

                  to less than or equal to 0.5 NTU

         •"  " •   or  1  MTU  in  cases where a filtered water turbidity of
                  less than or equal to i NTU is allowed.
  1  r Continuous turbidity monitoring can be used in place of grab sampling.


                                  4-12

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      Limited information exists on the typical Mgnitude and duration of
peak  turbidity  levels after backwashing  and what  levels are considered
acceptable to assure that these turbidity spikes are not associated with
passage of fiiardla cysts.  Information from plant  scale tests, showing
the typical Magnitude and duration of these turbidity spikes 1s  available
from two plants (Buck!In fiLjd-. 1988). Studies conducted at these plants
over a year showed that these  peaks occurred within the first few minutes
after the filter was  placed back  In operation,  their effects lasted for
several hours, and varied in magnitude from 0.08 to 0.35 NTUjsn average.
      For  existing plants without provisions  for  filter-to-waste, the
decision to add the necessary  piping to provide this capability  should be
•ade only after carefully evaluating the other three approaches.  If the
results of  special studies show  that the  other three options are not
effective in minimizing the turbidity spikes then the expense  of  adding
the filter-to-waste capabilities My be justified.
      For new plants the capability of filter-to-waste My be required by
the Prlnacy Agency or should  be considered.  By haying this capability,
additional flexibility will  be available for turbidity spike control.
This flexibility My also be useful for other filter maintenance functions
such as after media replacement or when heavy chlorlnation  of the  filter
is needed after Mintenance.

      4.3.3  Conventional Treatment;
      Conventional  treatment   Is  the »ost  widely  used technology  for
removing turbidity and •icrobial contaminants from surface water supplies.
Conventional  treatment  includes  the prttreatment  steps  of chemical
coagulation, rapid *1x1ng, flocculatlon  and sedimentation  followed  by
filtration.  These conventional  treatment plants typically use aluminum
and iron compounds  in the coagulation processes.   Polymers My also  be
used to enhance the  coagulation and filtration  processes.   A flow sheet
for a conventional treatment plant  is presented on Figure 4-1.
      Lime softening  is a treatment process used to remove hardness  and
turbidity from surface waters.  Treatment is typically accomplished with
conventional process  units.    The lime  softening process  removes  the
                                  4-13

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                                                                            o
 calcium  and magnesium from  the  water by prtclpitatlng then  as  calcium
 carbonate and Mgneslun hydroxide.  Turbidity levels In the water are also
 reduced by  this process.  Lime and possibly soda ash Is added to the raw
 water to raise  Its  pH to a point at which these precipitates are formed
 and then removed from the' water during sedimentation and filtration.  Lime
 softening may  be used for the  removal  of carbonate hardness in  the  pH
 range of 9 to 10 through a single stage process.  Two-stage lime/soda ash
 softening at a pH of 10 to 12 can be used  for the removal of non-carbonate        :
 hardness and  magnesium.   Two-stage softening  Includes recartonation  to
 neutralize the caustic alkalinity,  reducing the pH  to the range of 8.5 to
 9.5.   A flow- sheet  for  typical  one- and two-stage softening plants  1s
 presented on Figure 4-2.
      Each of these three conventional treatment processes uses filtration
 following sedimentation.  Three different types of filters are used.  Sand
 filters, normally found  in  older plants, use a single media of  sand to
 form a filter bed,  and are  generally designed  with a  filtration rate of
2 gpm/ft2.   Newer plants normally use dual-media or mixed  media filters.
Dual media filters use a combination of anthracite  coal along with a sand
to form the filter bed.  Mixed media filters use coal,  sand,  and a third
material to form the filter bed.   Dual  and mixed media filters  can be
designed to operate  at higher filtration rates than sand  filters, i.e.,
4 to 6 gpm/ft2.

             Criteria
      The  minimum  design  criteria  In  the  Ten  State  Standards  for
conventional  treatment are  considered sufficient for  the purposes  of
complying with the SVTR with the following addition:
            The criteria for sedimentation should be expanded to Include
            other  methods  of solids  removal  including  dissolved  air
            flotation.    Plate  separation  and  upf low-sol ids  contact
            cliHflers Included  1n the 1987 Ten  State  Standards should
            also be considered.

      Operating Requirements
      In  addition  to  the  operating  requirements   1n  the  Ten  State
Standards, a coagulant should be used at all times the treatment plant is

                                   4-14

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1n operation.7  Conventional ind dirtct filtration plants must be monitored
cirtfully because failurt  to Mintain optima coagulation can result  in
poor filter performance and breakthrough of cysts and viruses.1  Although
the detention time provided by  the settling basins results in some margin
of safety, the loss of coagulation control at the chemical feed"or rapid
mix points nay not  be  noticed  until  the poorly  coagulated water reaches
the filters,  after the  process has failed,  failure to effectively monitor
and  control   filter operation  can  result  In  undetected  poor  filter
performance (Logsdon, 1987a; Logsdon, 1987b).             .  -
      Effective  operation  of  a conventional treatment  plant  requires
careful Monitoring and control  of:
            Chemical Feed
        •   Rapid Mix
            Flocculation
            Sedimentation
        -   Filtration
      For  the purposes  of  the  SWTR,  the  requirements  for  effective
operation of a conventional  water treatment plant can be summarized  as
follows:
      a.    The  application of  a  coagulant  and  the  maintenance  of
            effective coagulation  and  floceulation  at all  times  when a
            treatment  plant  1s in operation.9   Proper process control
      Dependable removal of tiiotii cysts can  not  be guaranteed if a water
      is filtered without being properly coagulated (Logsdon, 1987b; AI-Ani
      et al., 1985).  This 1s  true even if  the raw water turbidity is less
      than 1 MTU.
      As Indicated 1n the preamble  to the proposed SWTR,  33 percent of the
      reported  cases of giardiasis  in  waterborne disease  outbreaks  were
      attributed to improperly operated filtration plants.

      Some conventional  water treatment  plants  which treat  low turbidity
      source  waters  (<1  NTU)  reportedly discontinue  the  application  of
      coagulant(s) during periods of low turbidity since the raw water already
      meets the turbidity MCL.  However, studies have shown that cyst removal
      for low turbidity waters is  the most difficult to achieve and requires
      optimum pretreatment including coagulation to achieve effective removals
                                  4-15

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      procedures should bt used at the plant to assurt that chemical
      fttds art adjusted and Mintained in response to variations
      In raw water temperature and turbidity.
b.    Maintenance  of  effective  filtration  will   require  proper
      operation procedures to Met the turbidity requirements of the
      SWTR.  Proper operation should include:
        •   Proper chemical  conditioning of the water ahead of the
            filter to assure adequate turbidity removal through the
            filter.
        •   Control  of the flow  rates  and elimination  of rapid
            changes in flow rate applied to the filter.
        -   Sackwashlng of f 1 1 ters before the- f 1 1 tered water qua! 1 ty
            is degraded to the point that the plant fails to Met
            the turbidity requirements of the SWTR,  The criteria
            on which to base initiation of backwash will  have to be
            determined for* each plant.  Experience with operation
            cycles including run tines and headless data My serve
            as the basis for this site specific criteria.
        *   After backwash bringing the clean  filters back  on line
            so that excessive turbidity spikes  In the filtered water
            are  not  created.    Section   4.3. 2. S  of  this  Mnual
            discusses  these   turbidity   spikes   and   approaches
            available to minimize them.
      Filters removed from service generally  should  be backwashed
      upon start-up.  However,  in SOM cases, it may be impractical
      to backwash filters each tiM they are removed from service.
      Accordingly, the Primacy Agency My choose to allow start-up
      without backwash ing under certain conditions on a site-by-site
      basis.   Sn making this decision,  the  following should  be
      considered:
      _ -   the length of tiM the filter was off-line
        «   ptrformance of the filter while being put on-line
      The filter should be brought back on-line in such a way that
      no turbidity spikes that could be associated with passage of
(Al-Ant et al., 1985).

                            4-16

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            §il£dJl cysts  and  other pathogens occur.  If problems with
            turbidity spikes are  found when starting up dirty  filters,
            special studies  should be  used to evaluate if  any of  the
            approaches discussed  in Section 4.3.2.S of this manual  ire
            effective in Minimizing the turbidity spikes.

      4.3.4  Direct Filtration
      A direct filtration plant can include several different pretreatnent
unit processes depending upon the  application.  In its simplest fom,  the
process  includes only  in-line filters preceded  by chemical • coagulant
application  and mixing.    The mixing  step,  particularly  in  pressure
filters, can  be satisfied by  influent pipeline  turbulence.   In larger
plants  with  gravity  filters,  an  open  rapid-mix  basin with  mechanical
mixers typically is used.   Figure 4-3  illustrates  the  unit  processes of
a typical direct filtration plant.
      Another variation of the direct filtration process consists of the
addition of  a coagulant to the raw water followed  by  rapid  mixing  and
flocculation, as illustrated on Figure 4-4.  The chemically conditioned
and flocculated water is then applied directly to a dual- or multi -media
filter (USEPA, 1988b).

             Creria
      The 1987 edition of the Ten State Standards recommends pilot studies
to determine most design criteria.  For the purposes of implementation .of
the SHTR this requirement 1s considered sufficient   with the following
exception:
      a.    A coagulant must be used at  all times when the treatment plant
            is in operation.10
  18  Optimum coagulation is critical for effective turbidity and microftiolog-
      ical removals with  direct  filtration  (Al-Ani  et  al.,  1985).
                                  4-17

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      flffrating Raaulrgmenti                                                f   •
      Optratlng considerations for dlrtct filtration plants are essential-
 ly  identical to  those for  conventional  treatment  plants.   The major
 difference is that  a  direct  filtration  plant will not have a clarifier,
 and My or My not have a flocculatlon or contact basin.  In addition, EPA
 recoenends that all direct filtration plants, both new and existing, be
 required to  Mice  provisions  to minimize  the  break-in tine of a filter
 being put on*11ne.u
      As with  conventional  treatment,  the  initiation of backwashing a
 filter should first be based  on filter effluent turbidity values,  then by
 headless and run time. Effluent turbidity tenitorIng equipment should be
 set to initiate filter backwash at an effluent value of 0.5 NTU or less,
 in order to «eet filtered water quality requireMnts. Also, any  filters
 removed fro* service should be backwashed upon start-up.   In some cases,
 it My not be practical to backwash  filters every time they are  removed
 fro» service.   This decision should be Mde by the  PriMcy Agency on a
case-by-case basis, based on the sane considerations as  for conventional
systems.

      4.3.5  Slow Sand Filtration
      Slow sand filters differ froo single-media rapid-rate filters  in a
number of  important characteristics.   In addition to the difference of
flow rate,  slow sand filters:
      a.    Function using biological  mechanises as well  as physical-che-
            mical  mechanisms
      b.    Use smaller sand particles
      e.    Are not backwashed,  but rather are cleaned by removing  the
            surface Media
      d.    Have much longer run tiMS between cleaning
  11   As with conventional treatment, direct filtration produces a relatively
      poor  quality filtered  water  at  the  beginning of  filter runs'and
      therefore a filter-to-waste period is recommended.  In some cases, the
      addition, of  a  filter  aid or bringing  filters on-line slowly  will  be
      appropriate  (Cleasby et al., 1984).
                                  4-18

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   COAGULANTS
INfLUfHT
-Hi
ftAMOMX
 scc-t urn
MT1NTION
FLOCCULATlOfl

  tt-41 MM
   MTATION

1-4 HOURS
NLTHATION

 BAWD SANO: 2
 OOAL AN§ Tm-KMXtp
  MIOIA:4-tMMii'ftf
             FIGURE 4-1-FLOW SHEET Of A TYPICAL CONVENTIONAL

                               WATER TREATMENT PLANT

-------
       SINGLE STAGE SOFTENING  (1|
        LIME
  'MtUUINT
           'LOCCUlAriON
             *0.4» MM
       1*1
SIOMMNTATIOM
  '•« MOMIS
                                                            PN.T*ATIO«
                                                                 SAM: > «••<«
                                                               DUAL ANO MOtTI
       (1J PM RANGE 9-10
       (21 OR ALTERNATE SOLIDS REMOVAL PROCESS
i
       TWO STAGE SOFTENING (11
           LIME
  INFLUENT

FLOCCULATOR
 CLARIFIER
     [1] PH RANGE 10-12
                                                  SOOA ASH
                                    RECARIONATION
                  FLOCCULATOR.
                    CLARIFIER
                                                             SOFTENED WATER
        FIGURE 4-2-FLOW SHEET OF TYPICAL SOFTENING TREATMENT PLANTS

-------
     COAGULANTS
 INFLUENT'
 RAPID MIX
30 SiC • 2 WIN
 DETENTION
DUAL OR MIXED
 MEDIA FILTER
 4-S fpm ft 2
                  FIGURE 4-3 FLOW SHEET FOR A TYPICAL
                              DIRECT FILTRATION PLANT
    COAGULANTS
INFLUENT'

RAPID MIX
30 SEC • 2 MIN
DETENTION
— ^
FLOCCULATION
15-30 MIN
— *>
DUAL OR MIXED
MEDIA FILTER
4»S gpm ft 2
           FIGURE 4-4-FLOW SHEET FOR A TYPICAL DIRECT
                    FILTRATION PLANT WITH FLOCCULATION

-------
      t.    Require a ripening period at the beginning of each run

      Although  rapid  rate filtration Is the water  treatment technology
used  most extensively  in  the United States,  Its  use has  often  proved
Inappropriate  for small  communities since  rapid-rate  filtration Is  a
technology  that requires'skilled operation by trained operators.   Slow
sand filtration requires very little control by an operator.  Consequent-
ly, use of this technology may be more appropriate for small systems where
source  water quality  Is within the guidelines  recommended  1n  Section
4.2.3.
      As  Indicated In  this  section, slow sand  filtration also  may  be
applicable to other source water quality conditions with the addition of
pretreatment such as a  roughing filter or presedimentatlon.

      Design Criteria
      The minimum design criteria presented in the Ten State Standards for
slow sand filters are considered sufficient for the purposes of implemen-
tation of the SHTR with  the following exceptions:
      a.    Raw water quality limitations should be changed to reflect the
            values given in Table 4-2.l2
      b.    The effective sand  size should be  between  0.15mm and 0.35m
            rather than  the current  0.30 mm to 0.45 mm."

      Additional  guidance on  the  design of  slow  sand  filtration  Is
available In the design  manual entitled Slow Sand  Filtration for Community
Mater Supplies  Technical Paper 24.  1987  published  by  the International
  12   Without pretreatment,  limitations  exist  in the quality of water that
      Is suitable for slow sand filtration (Logsdon, 1987b; Cleasby et al.,
      1984; Bellamy et al.,  1985; Fox et al., 1983).

  11   Significant decreases in total coliform removals were shown at effective
      sand siies less than 0.35  mm (Bellamy et al., 1985).  As defined in the
      AHWA Standard for Filtering Material, effective siie is the size opening
      that will pass 10 percent by weight of a sample of filter material.
                                  4-19

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                                                                              o
 Reference  Centre  for  Community  Water  Supply  and  Sanitation  (IRC),          {
 P.O. Box 5500, 2280 HM Rijswijk, the Netherlands.

      Operating Requirements
      Maintenance of a slow sand filter Involves two periodic tasks:
      a.    Removal of  the top  2 to  3 en (0.8 to  1.2 inches) of the          ^
            surface of the sand bed when the headless exceeds 1 to 1.5 m.14          ~
      b.    Replacement of the sand when repeated scrapings have reduced
            the depth of the sand to  approximately one-half of its design
            depth (Bellamy et al., 1985).

      Following  scraping,  slow  sand  filters  produce  poorer  quality
filtrate at  the beginning of  a  run, and  a  filter-to-waste  or ripening
period of one to two days is recommended before use to supply the system.
The ripening  period  is  an interval of  time  immediately  after a scraped
filter is put back on-line, when the turbidity or particle count results
are significantly higher than the corresponding values for the operating
filter.    During  this  time,  the microorganisms  multiply  and  attain
equilibrium in  the  "schmutzdecke."   Filter  effluent  monitoring results
should be used to determine the end of the ripening period.  For example,
a turbidimeter could be  set at  1.0 NTU or less  to initiate start of the          -.
                                               %
filter run.                                                                      3.
      Hhen repeated scrapings  of  the sand have  reduced the depth of the          a
sand bed to approximately  one-half of its design depth,  the sand should          -
be replaced.   Filter bed  depths of  less than 0.3  to 0.5 a  (12  to  20
inches) have been shown to result in poor  filter performance (Bellamy et
al.,  1985).   The replacement procedure  should  Include removal  of the
remaining sand down  to the  gravel support,  the addition of new sand to one
half of the design depth and placement of  the sand previously removed on
top of the new sand.15
  14   Removal of  this top  layer  of the  "Schmutzdecke"  should  restore the
      filter to its operational capacity  and initial headless.
  1S   This procedure  results  in clean sand being placed in the bottom half
      of the filter bed  and  biologically active sand in the  top half reducing
      the amount  of time  required for the curing period.  It also provides
                                  4-20

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      The amount of tine for the biological population to nature in a new
sand filter (also called curing) and to provide stable and full  treatment
varies.   The  World  Health Organization  (1980)  reported  that  curing
requires a  few weeks to a  few Months.  Fox  et al., (1983) found  that
"about 30 days" were  required  to  bring particle and bacterial  effluents
down to a stable  level.  All researchers agree  that a curing tine for a
new filter is required before the filter operates at Its fullest  potential
(Bellany et al., 1985).

      4.3.6  Dlatomaccous Earth Filtration
      Olatonaceous  earth  (DE)  filtration,  also  known  as  precoat  or
diatonlte  filtration, is appropriate for direct  treatment of  surface
waters for removal of relatively low levels of turbidity and mlcroorgan-
isms.
      Diatomite filters  consist of a layer of  OE  about  3 m (1/8 inch)
thick supported on a septun or  filter  element.   The thin precoat layer of
DE oust be supplemented by a continuous body feed of diatonlte, which is
used to maintain  the porosity  of  the  filter  cake. . If no  body  feed is
added, the  particles  filtered   out will build up on the  surface  of the
filter cake and cause rapid  increases  in headless.   The problems Inherent
in maintaining the proper film  of OE on the septum have restricted  the use
of  diatonite  filters  for  municipal  purposes,   except  under  certain
favorable raw  water  quality  conditions,   i.e.,  low turbidity and  good
bacteriological quality.   Specific  upper limits  of raw  water  quality
parameters  are not well-defined  because  diatonaceous  earth  filtration
performance depends on  the  nature, as well as the concentration,  of the
raw water particles and  the grades of diatonite employed.  Logsdon  (1987b)
reported that filtered water turbidities above 1 NTU and  short filter runs
were observe!  for several  diatomaceous earth plants having maximum raw
water turbidities above 20 NTU.
      for  a Complete  exchange of  sand  over time,  alleviating  potential
      problems of excessive silt accumulation and clogging of the filter bed
      (Bellamy et al., 198S).
                                  4-21

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       flail  n
       flit minimum design criteria presented in tht Ttn State Standards for
 diatomaceous earth  filtration are considered sufficient for the purposes
 of compliance with  the  SWTR with  the following exceptions:

       a.    The recommended quantity of precoat is 1 kg/ra2  (0.2 pounds per
            square  foot) of filter area, and  the minimum thickness of the
            precoat filter cake is 3m to Sm (1/8 to 1/5-inch).11

       b.    Treatment plants should be encouraged to provide a coagulant
            coating (alum or suitable polymer) of the body feed.17


       Operating Requirements

       Operating requirements specific to OE filters include:
            Preparation of body feed and precoat

            Verification that dosages are proper

            Periodic backwash ing  and disposal of spent filter cake

            Periodic inspection of the septum(s) for cleanliness or damage

        -   Verification that  the filter is producing  a  filtered water
            that meets the performance criteria


      4.3.7 Alternate Technologies               .

      The SWTR allows the use of filtration technologies other than those

specified above  provided that  the system  demonstrates to  the  Primacy

Agency using pilot  studies or other means that the filtration technology

when combined with  disinfection achieves at least 3-log Glardia cyst and

4- log virus removal/inactivation.  Such technologies must also meet the

turbidity performance criteria for slow sand filtration.   Guidance for
  11   Studies have shown that a precoat thickness of 1 kg/a2 (0.2 Ibs/ft1) was
      most effective in Qiardia cyst removal and that the precoat thickness
      was more important than the grade size in cyst removal  (DeWalle et al.,
      1984; Logsdon et al.,  1981; Bellamy et al., 1984).

  "   Although enhancement of the OE is not required for Giardia  cyst removal,
      coagulant  coating of  the body  feed has been found to  significantly
      improve removals  of viruses,  bacteria and turbidity.   (Brown et al.,
      1974; Bellamy et al.,  1984).

                                  4-22

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conducting pilot studies to demonstrate this effectiveness 1$ provided  In
Appendix N of this manual.
      Reverse osmosis 1s a membrane  filtration method which  1s  used for
desalination and/or the removal of organic contaminants.   The treatment
process Is effective for the removal  of Giardia cysts and viruses  and  no
demonstration 1s necessary.
      Alternate  filtration technologies which  are currently available
Include, but are not limited to:
            Package Plants
        -   Cartridge Filters
      Package plants 1n principle are not a separate technology  from the
preceding technologies.  However,  1n  many cases they are different  enough
1n design criteria, and operation and maintenance requirements that they
should be considered  as  an alternate technology.  The  package  plant  1s
designed as  a factory-assembled, skid-mounted unit generally Incorporating
a single, or at most, a few process units.  A complete treatment process
typically consists  of chemical coagulation,  flocculatlon,  settling  and
filtration.   Package plants generally can be applied to flows ranging from
about 25,000 gpd to approximately 6  mgd  (USEPA,  1988b).  In cases where
the Primacy Agency believes that the  design criteria of  the package plant
corresponds to the design  criteria of the processes established earlier
in this section  (I.e., that the package plant qualifies as conventional
or direct filtration), the requirement of pilot testing may be waived.
      The application of cartridge filters using  either  cleanable ceramic
or disposable polypropylene cartridges  to small water  systems  may be a
feasible method for removing turbidity and some microbiological  contami-
nants, such  as  Siardla cysts  although  no data  are  available regarding
their ability to  remove viruses.  Pilot studies are  required to  demon-
strate the efficacy'of this technology  for  a given supply.  However,  if
the  technology  was  demonstrated to  be effective through  pilot plant
studies  at  one  site,  then  the technology  could be  considered   to  be
effective  at  another  site  which   had similar  source  water  quality
conditions.   Therefore, pilot plant testing at the new  site might  not be
necessary.
                                  4-23

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       It  is  important to note that tht demonstration of achieving the 3-
 log  61ard1«  cyst  and  4-log   virus  reaoval/inactivation  requirements
 includes  disinfection.   Thus,  If a cartridge  filter  1s  demonstrated to
 achieve a 3-log removal of fiiAldil cysts  and  it Is determined by CTs that
 the  disinfection  achieves at  least a  4-log  virus  inactivatibn,  the
 effectiveness of  the technology would be demonstrated.   The technology
 oust  also maintain  turbidities  less than 1 NTU in  95  percent of  the
 monthly  samples.    Meeting this  turbidity  requirement  assures a  high
 probability that turbidity will not interfere with disinfection and that
 the inactivation efficiencies predicted by the CTs are reliable.

      Design Criteria
      After  any necessary  pilot studies are conducted and  a successful
demonstration of  performance has  been  made, design  criteria  should be
established and approved by the Primacy Agency,  eventually, a sufficient-
 ly large data base will  become  available,  making it easier to apply the
 alternate technologies to other water supplies of similar quality.

      Operating Requirements
      After any necessary  pilot studies are conducted and  a successful
demonstration of performance has been made, operating  requirements should
be established and  approved by the Primacy Agency.

      4.3.8  Nont reatment A1 tern ati ves
      Under certain circumstances, some  systems  may have other alterna-
tives available.  These alternatives include regionalization and the use
of alternate sources.
      For small water  systems which  must provide filtration, a feasible
option may be to join with other small  or large systems to form a region-
 al water supply system.   In addition,  alternative water sources located
within a reasonable distance of a community which would allow the system
 to meet the requirements of the SWTR and other applicable drinking water
 regulations, may  be developed  to  provide a satisfactory  solution  to a
 community water quality problem.   The availability  of alternative ground
                                  4-24

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water sources will  depend  upon  the size and location of the system  and
the costs Involved.

4.4   Djilfifaetlen
      4.4.1  General
      The SUTR  requires that disinfection  be included as  part of  the
treatment of surface  water for  potable use.   As  noted  earlier,  EPA
recoonends that the number  of treatment barriers be commensurate with  the
degree of contamination in  the source water  in accordance with Table 4-2.
For example, as  indicated  in Table 4*2,  when  the total  conforms  in  the
source water are greater than S,000/100  •!, conventional treatment with
predisinfection  is  recommended.   However,  the selection of appropriate
disinfection requires consideration of other factors in addition to than
those included in Table 4-2. These considerations include:
      a.    Source water quality and the overall  reaoval/inactivation of
            fiiardia cysts and viruses desired.
      b.    Likelihood of TTHM formation.
      c.    Potential  need  for  an  oxidant  for  purposes  other  than
            disinfection   including  control   of  taste,   odor,   iron,
            manganese, color, etc.

      4.4.2  Recommended RentevaVInac,t\vat 1 on
      The SWTR requires a  Minimum 3-log  removal/inactlvation of Giardia
cysts and a minimum 4-log removal/inactivation of viruses:
      a.    Well-operated conventional treataent plants which  have been
            optimized for turbidity removal  can be expected to achieve at
            least a 2.5-log removal of Siardia cysts.
      b.    He!1-operated diatomaceous  earth,  slow  sand filtration  and
            direct filtration plants can be expected to achieve at least
            2-log removal of Giardia cysts.

      EPA recommends that:
      a.    Conventional filtration systems provide sufficient disinfec-
            tion to achieve  a minimum  of 0.5-log Giardia cyst and 2-1og
            virus Inactivation.
                                  4-25

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      b.    Slow sand filtration systems provide sufficient disinfection
            to achieve  a  minimum of 2-log Giardia cyst and 2-log virus
            inactivatlon.
      c.    Systems using  diatomaceous  earth and direct filtration, or
            other filtration methods, should provide sufficient disinfec-
            tion to  achieve a minimum of 1-log Glardi^ cyst and 3-log
            virus Inactlvation.

      Further  guidance on  the  disinfection  level  to be  provided is
contained in Section S.  CT values for achieving these inactlvatlons are
presented in Appendix E.  As indicated in this Appendix:
      a.    A  comparison  of Tables  E-l  through E-6  with  Table  E-7
            Indicates that  systems which  achieve  a 0.5-1og  inactlvation
            of Siardia cysts, using free  chlorine, will achieve  greater
            than a 4-log inactlvation of viruses.
      b.    Ozone and  chlorine  dioxide are generally more effective at
            inactivating  viruses  than  filardla  cysts.    However,  as
            Indicated  in  Tables  E-8  through  E-ll,  there  are  some
            conditions under which the  disinfection needed to provide the
            recommended virus inactlvation is  higher than that needed for
            the  recommended Giardia cyst inactlvation.   Therefore,   a
            system using ozone or chlorine dioxide for disinfection  must
            check  the  CT  values needed to provide  the  recommended
            inactivation of both Siardia cysts and viruses and provide the
            higher of  the two disinfection levels.   Systems  may demon-
            strate their efficiency for overall reaoval/lnactlvation using
            the protocol In Appendices G and M.
      c.    As indicated  in Tables E-12 and  E-13, chloraaines are  much
            less effective for inactivating Giardia cysts and viruses  than
            the other disinfectants.  Also, chloraaines may be applied  to
            the system in several ways, either with chlorine added prior
            to ammonia, ammonia added prior to chlorine or preformed. For
            systems applying chlorine ahead of ammonia, the required level
            of disinfection may  be determined as follows:
                  determine the CT  needed  to  provide  the  required
                  inactlvation  of Giardia and  viruses and  provide  the
                  higher of the  two levels or
                                   4-26

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                  follow  the  protocol   In  Appendix  6  to  demonstrate
                  effective   1nact1vat1on  to   allow   lower   levels   of
                  disinfection.

            For systems applying  ammonia ahead  of chlorine or preformed
            chloramlnes, the  EPA  recommends that  the  system  demonstrate
            effective  virus  1nact1vat1on according to the  protocol  1n
            Appendix 6,  since the  CT  values  for virus  Inactlvatlon  in
            Table E-13  only  apply to the addition of  chlorine  prior  to
            ammonia.
      Although the SHTR requires a minimum of a 3-1og removal/1nact1 vat 1 on
of Giardla cysts and a minimum of a 4-log removal /Inactlvatlon of viruses,
It may be appropriate for the Primacy Agency to require greater removal$/-
1nact1vat1ons .depending upon the degree of contamination with in the source
water.
      Rose (1988) conducted a survey of water sources to characterize the
level of  Giardla  cyst occurrence  for  "polluted"  and  "pristine" waters.
Polluted  waters are defined  as  waters In the vicinity of  sewage  and
agricultural  wastes,  while pristine waters are  those originating from
protected  watersheds  with no  significant  sources  of  microbiological
contamination from human activities.  EPA believes that treatment should
be  provided  to assure less  than one  case  of  microbiologically-caused
Illness per year  per 10,000  people.  In order  to provide this level  of
protection, 3,  4 or 5-log Giardla  cyst  removal/1nactivat1on  should  be
provided for the following source water qualities:
            Giardla Cyst Removal/Inactlvatlon Required Based11-19
                    on  Source Water Cvst Concentration
Giardla Inactlvatlon                      3-log      4-log       5-log
Allowable daily avg
  cyst concent rat Ion/100 L                <1          >1-10       >10-100
  (geometric mean)
  11   Rose, 1988.
  19   10'*  annual  risk per person based on consumption of 2 liters of water
      daily.
                                  4-27

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      According to these guidelines,  systems with sewage and agricultural
discharges  to the source water  should provide treatment to  achieve  an
overall 5-log renoval/inactivation of Giardia cysts, while the •ininutn
required  3-1og renoval/inactivation is  sufficient  for sources'with  no
significant microbiological contamination from human activities.  A 4-log
removal/inactivation of cysts should be provided for source waters whose
level of microbiological  contamination  is between these two extremes. The
location of discharges or other activities polluting the water-supply with
respect  to  the  location of  the  Intake  should also  be considered  in
determining the level of removal/Inactivation  needed.  For instance,, long
travel  times  and substantial  dilution of a  discharge will  lessen the
impact of the discharge  on  the  Intake  water  quality,  in  which case less
of  an increase  in  the  overall  treatment recommended  above,  would  be
warranted.  It is Important to note that these  levels Of  treatment for
different generalized  source  water characterizations  are presented only
as guidelines. The Primacy Agency could develop disinfection requirements
based on these or other  guidelines.   It could also require systems with
available resources  to  conduct  raw water monitoring for Giardia cyst
concentrations to establish the appropriate level of overall treatment and
disinfection  needed.
      The Primacy Agency may also review the nature of  occurrence  of
Giardia-sized  particles in the raw water supply and the association with
turbidity occurrence.  If it  can be demonstrated that a higher degree of
removal of  particles  in the  size  range  of Giardia  is accomplished when
turbidity levels  and  associated  Giardia levels are elevated,  then a log
removal  credit  higher than  3  could  be allowed  for  that  particular
treatment plant, during such  occurrences.  This credit should correspond
to the log  particle  removal  efficiencies accomplished,  as determined by
particle counting data, or turbidity data if  properly qualified.   In all
cases, a minimum of  0.5 log  reduction of Giardia  should be achieved  by
disinfection  in   addition  to the  removal credit  allowed  for  by other
treatment.
                                  4-28

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       Until a risk analysis for exposure to viruses  Is developed, a rough
 guideline  for virus removal/1nact1vat1on, can be considered as follows:
       a.    For a 4-1og Glardla cyst removal/1nact1vat1on, a 5-log virus
            removal/1nact1vat1on  1s recommended.
       b.    For  5-log  61ard1a  removal/1nact1vat1on,   a  6-log  virus
            removal/lnactlvatlon  Is recommended.

       These guidelines assume that virus occurrence In  the source water
 1s  roughly proportional to Giardla cyst  occurrence, and that
            viruses occur at higher concentrations  in source waters, or
            are more Infectious than Glardia cysts  and
            Infections from viruses may have more health  risk significance
            than Giardia cysts.

 Based  on these assumptions, higher levels of protection are warranted.
       To meet  the  levels of Inactlvatlon  recommended here, significant
 changes in the  system may be required.  To avoid changes In the system
 which may  result In conflicts with future regulations, the Primacy Agency
 may wish to establish  interim  disinfection levels to provide protection
 of  the public  health prior to  the promulgation  of  the disinfection
 by-product regulations and then reconsider whether these levels  are still
 appropriate after the disinfection by-product regulations are promulgated.
 Guidance for establishing  interim disinfection requirements 1s provided
 In Section 5.5.

      4.4.3  Total THhalomcthane fTTHm Regulations
       In addition  to complying with  disinfection requirements, systems
must meet  the requirements  of the  TTtW regulations.   Currently,  this
 regulation. Includes an MCI for TTtWs of  0.10 mg/L for systems which serve
 greater than 10,000 people.  EPA  expects to Issue new regulations with a
 lower  MCI  In  the near  future.    These   regulations may  also  pertain to
 systems serving less than 10,000  people. Therefore, the  selection of an
 appropriate disinfectant  or disinfection  strategy  must  include consid-
 eration of current and future regulations.
                                  4-29

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                5. CRITERIA FOR DETERMINING IF FILTRATION
                   AND DISINFECTION ARE SATISFACTORILY
 5.1   Introduction
       Under the  SHTR,  new and  existing  filtration  plants  oust meet
 specified monitoring  and  performance criteria In  order  to assure that
 filtration and disinfection are satisfactorily practiced.  These criteria
 include:
             Turbidity monitoring  requirements
             Turbidity performance criteria
             Disinfection monitoring  requirements
             Disinfection performance criteria

       The overall  objective of these criteria is to provide control of:
Giardia cysts; viruses;  turbidity; HPC; and Lea ion* 11 a  by  assuring a high
probability  that:
       a.     Filtration  plants  are  well-operated  and achieve  maximum
             removal efficiencies  of  the above parameters.
       b.     Disinfection will  provide adequate  inactivation  of Giardia
             cysts, viruses, HPC and  LetHonella.

5.2    Turbidity Monitoring Requirements
       5.2.1  Sampling  Locatipn
       The  purpose  of  the  turbidity  requirements for  systems  which use
filtration is to indicate:
       a.    Giardia cyst and general  particulate removal for conventional
            treatment  and direct  filtration
      b.    General particulate removal for diatomaceous earth filtration
            and slow sand filtration
      c.    Possible  interference with disinfection for  all  filtration
            processes

      To accomplish the purposes of the turbidity requirements, the SHTR
requires  that the  turbidity samples  be  representative of  the system.1 s
                                   5-1

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                                                                              o
filtered  water.    The  sampling  locations  which  would  satisfy  this
requirement Include:

      a.    Combined filter effluent prior to entry into a clear-well,

      b.    Clearwell effluent;

      c.    Plant effluent or immediately prior to entry into the distri-
            bution system; or

      d.    Average of measurements from each filter effluent.


      The selection  of sampling locations for demonstrating compliance
with  the  turbidity performance  criteria is  left to  the system or  the
preference of the Primacy Agency.


      5.2.2  Campling Frequency

      The turbidity of the filtered water must be determined:

      a.    At least once every  four hours that  the system is  in opera-
            tion, or

      b.    The Primacy Agency may reduce the sampling frequency to once
            per day for systems using slow sand filtration or filtration
            treatment other than conventional  treatment, direct filtration
            or diatomaceous earth filtration, if it determines  that less
            frequent  monitoring  is  sufficient  to  indicate  effective
            filtration performance.   For systems  serving 500   or  fewer
            people, the Primacy Agency nay reduce the sampling  frequency
            to once per day regardless of the type of filtration used if
           ' it determines that less frequent  monitoring is sufficient to  .
            indicate effective filtration performance.


      A system may substitute continuous turbidity monitoring  for grab
sample monitoring if it validates the continuous measurement for accuracy

on a regular basis using a protocol approved  by the Primacy Agency.  EPA

recommends  that  the  calibration  of  continuous  turbidity monitors  be

verified at least twice per week according to the procedures established
in Method 214A of the 16th Edition of Standard Methods.1
      Although the 17th  Edition  of  Standard  Methods  is available,  the 16th
      Edition is referred to in the SWTR.  Continuous  turbidity monitors must
      be installed properly to prevent air bubbles from reaching the monitor.
                                   5-2

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      5«2.3  Additional Honitorin?
      As  indicated  in Section 4.3.2, EPA  recommends that  systems  equip
each filter with a continuous turbidity Monitor.  This  recommendation is
not  part of  the  requirements  of  the  SHTR and  1s  not  required  for
establishing compliance.  Rather, it is  recommended as a tool for'systems
to  use  to better monitor their treatment  efficiency  and  to provide  a
method for detecting a deterioration in filter performance.
      If  continuous  monitoring  of  each  filter  effluent  cannot  be
implemented, then EPA recommends that at least the following be conducted
on a quarterly basis:
      a.    Monitor each  filter, either by grab samples  or  continuous
            monitors, through the course of a routine cycle of operation,
            i.e.;  from restart to backwash
      b.    Visually inspect each filter where appropriate for indications
            of physical deterioration of the filter

      These are general suggestions. The Primacy Agencies are encouraged
to  work  with  the  systems  to  determine  the  best  overall  monitoring
program(s) for their particular filtration plants in order to assess the
status  of the  filter units.   Each filter within  a  system should  be
maintained so that each filter effluent meets  the turbidity performance
criteria  for  the combined  filter  effluent  (i.e., the  turbidity  limits
specified in the SHTR).

5,3   Tuflidity Performance Criteria
      The SWTR establishes turbidity performance criteria for each of the
filtration technologies.  As previously  indicated, these criteria provide
an indication of;
      a.    Effective particle and microbial removal
      b.    Potential for Interference with disinfection

      In filtration, effective particle removal depends on both  physical
and chemical factors.   The particles to  be  removed must be transported to
the surface of  the media  and  they  must  attach  to  the  media.    When
efficient particle  removal  does not occur,  the deterioration of  filter

                                   5-3

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 performance,can  be due to either physical problems with  the filters  or
 problems with the  treatment chemistry.
      Physical problems  which can  result  in a deterioration  of filter
 performance include:
      a.    Media  loss                                          .'•
      b.    Media  deterioration
      c.    Mud ball formation
      d.    Channeling or surface cracking
      e.    Underdrain failure
      f.    Cross-connections

      In addition,  the  treatment chemistry has a significant  impact  on
 filtration.  Specifically,  effective particle removal is  a  function  of
 the;
      a.    Raw water chemistry and the changes induced by the chemicals
            added
      b.    Surface chemistry of the particles to be removed
      c.    Surface chemistry of the media

Consequently, when  a filter experiences particle or turbidity breakthrough
prior to the development of terminal headless,  the search for alternatives
to  correct the  problem must include  not only  an  evaluation of  the
potential  physical  causes but  the treatment chemistry as well.  Generally
this involves an evaluation of one or more of the following!
      a.    Alternate coagulant type and/or dose
      b.    Alternate coagulant aid or flocculant aid type and/or dose  .
      c.    Need for an alternate oxidant type and/or dose
     .d.    Need for a filter aid or alternate dose
                                   5-4

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      §,3.1  Conventional Treatment or Direct Filtration

      The  •ininuia  turbidity  performance criteria  for  systems  using
conventional treatment or direct filtration are:

      i.    Filtered water turbidity must be less than or equal to 0.5 NTU
            In 95 percent, of the measurements taken every month.

      b.    Filtered water turbidity levels of less than or equal to 1 NTU
            in 95 percent  of the ueasurements taken every month  nay be
            permitted  on a  case-by-case bisis  If  the  Primacy  Agency
            determines that the system (filtration with disinfection) is
            capable of achieving the minimum overall performance require-
            ments of 99.9 percent removal/inactivation of fiiardia cysts at
            the higher turbidity level.   Such a  determination could be
            based upon  an  analysis  of  existing  design  and  operating
            conditions and/or performance relative to certain water quali-
            ty characteristics.  The design and operating conditions to be
            reviewed include:

                  the adequacy of treatment prior to filtration,
                  the  percent   turbidity  removal  across  the  treatment
                  train,  and
                  level of disinfection.

            Water quality analysis which say  also  be  used  to evaluate the
            treatment effectiveness include particle  size  counting before
            and after the filter.  Pilot plant challenge studies simulat-
            ing full  scale operation nay also  be used  to  demonstrate
            effective treatment.   Depending  on  the source water quality
            and system size,  the Primacy Agency will determine the extent
            of the  analysis  and whether a pilot  plant demonstration is
            needed.    For  this  demonstration,  systems  are  allowed  to
            Include  disinfection  in  the determination  of the  overall
            performance by the system.

      c.    Filtered water turbidity may not exceed 5 NTU at any time.

      The Primacy Agency can assume  that conventional treatment plants

that are fleeting the •inimua performance criteria are achieving at least

a 2.5-log removal  of IJardia cysts  and at least a 2-log  removal of viruses

prior t§ disinfection.1
      Recooroended protocol for this demonstration is presented in Appendix M,

      The  literature indicates  that well operated  conventional  treatment
      plants can achieve up to 3-log reduction of Giardia cysts and viruses
      (Logsdson, 1987b  and Roebeck et al.,  1962).   Limiting the  credit to
      2.5-logs for Giardia cysts and 2-logs for viruses provides a margin of
      safety by  requiring more disinfection.  This  is consistent with the

                                   5-5

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      Tht Primacy Agency can assume that direct filtration plants that are
•eating the minimum performance criteria  are  achieving  at  least  a 2-log
removal of Giardia cysts  and a 1-log removal  of viruses.4
      Although the minimum turbidity .performance  criterion  allows for a
maximum filtered water  turbidity  of 0.5 MTU,  treatment  facilities using
conventional treatment or direct filtration, whose raw water supplies have
turbidity  levels of  1  NTU  or less,  should   be  encouraged to  achieve
filtered water turbidity  levels of less than 0.2 NTU.5
      Primacy Agencies  may allow systems which  believe  that they  are
actually achieving greater than a 2-  or 2.5-log Giardia cyst  removal to
demonstrate the  actual  removal  achieved using  the protocol outlined in
Appendix M.   It  1s reasonable to  expect that  systems using conventional
treatment for high turbidity  source water  (e.g., turbidities in excess of
100 NTU), and which optimize chemical  treatment prior to filtration,  may
be achieving  a  3-log  or greater Giardia  cyst removal  If  their filter
effluent is substantially below the O.S NTU turbidity  limit.   Softening
plants using  conventional processes and 2-stage treatment  processes  may
also achieve  a 3-log Giardia cyst removal/inactivation.  The  high pH of
softening may result in inactivation  of Slardia cysts  and  viruses which
can be  demonstrated  according to the protocol outlined in Appendix G.
Appendix M can be used to demonstrate the Giardia cyst removal achieved.
      multiple barrier concept.
      Literature Indicates that well  operated  direct  filtration plants can
      achieve, up  to a  3-log removal of  Giardia cysts and  up to  a 2-log
      removal of viruses  (Logsdon,  1987b;  Roebeck  et  al.,  1962).   Limiting
      the credit to 2-log for Giardia cysts and 1-log for viruses provides a
      margin of safety by  requiring more  disinfection.  This is consistent
      with the multiple barrier concept.
      Research has demonstrated that filter effluent turbidities substantial-
      ly  lower  than 0.5  NTU are  needed   to obtain  effective  removals  of
      Giardia cysts and viruses with low  turbidity source  waters  (Logsdon,
      1987b,« Al-Ani et al.( 1985).
                                   5-6

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      5.3.2  Slow sand Filtration

      For systems using  slow sand  filtration,  the turbidity performance
requirements are:
      a.    The  filtered water turbidity must be less than or equal  to
            1 NTU in 95 percent of the measurements for each mon.th.

      b.    At  the  discretion  of  the Primacy  Agency,  a higher  filter
            effluent turbidity may be allowed for well  operated  plants
            (Section  4.3.5)  on  a case-by-case  basis,   if  there  is  no
            interference with disinfection  and the turbidity level never
            exceeds 5 NTU.   Noninterference with disinfection could  be
            assumed if the finished water entering the distribution system
            is meeting the coll form HCL and HPC levels are less than 10/ml
            during times of highest turbidity.

      c.    Filtered water turbidity may not exceed 5 NTU at any  time.


      Slow sand filtration plants, with appropriate design and operating

conditions and which meet the minimum turbidity performance criteria can
be considered to be well operated  and achieving at least a 2- log  removal
of  fiiardia  cysts and  2-1og  removal  of  viruses  without disinfection.*

Primacy Agencies may allow systems which believe that  they are actually

achieving greater than  a 2-1 og Giardia  cyst  removal to demonstrate the

actual removal achieved using  the  protocol outlined in Appendix N.
      5.3.3  Qjatomac^om Earth f j

      For  systems using  diatomaceous  earth  filtration,  the  turbidity

performance criteria are:   .
      a.    The filtered  water turbidity must be less than  or equal  to
            1 NTU In 95 percent of the measurements for each month.

      b.    The turbidity level of  representative samples  of filtered
            water must at no time exceed 5 NTU.


      Diatomaceous earth  systems,  with  appropriate design and operating

conditions and which meet the minimum turbidity performance criterion can
      As Indicated 1n Section  4,  pilot studies have shown that with proper
      nurturing of the schmutsdecke, operation at a maximum loading rate of
      0.2 m/hr  will  provide optimum  removal  of Giardia  cysts  and viruses
      (Logsdon, 1987b; Bellamy et al.(  1985).
                                   5-7

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be considered to be well operated and achieving at least 2-log removal of
sfardia cysts and at least i-log removal of viruses without disinfection.
Systems which believe that they are actually achieving greater than a 2-
log siardia cyst removal My demonstrate the actual removal achieved using
the protocol outlined in Appendix M.

      5.3.4  Other Filtration Technologies
      The turbidity performance criteria for filtration technologies other
than those presented above, are the same as for slow sand filtration.  The
Giardia cyst removal achieved by these systems must be demonstrated to the
Primacy Agency.   The protocol  outlined In  Appendix M may be used  as a
basis for this demonstration.
      Reverse osmosis  is a  membrane filtration method  used to  remove
dissolved solids from water supplies.   Desalination is a typical  use of
the  process.    Application to  potable water treatment  is limited  to
extremely high  quality raw water supplies of low  turbidity (1  NTU or
less), or following pretreatment to produce a supply of low. turbidity.
      The membrane  excludes particles  larger than 0.001 to 0.0001  urn
range, thereby effectively removing bacteria, Giardia cysts and viruses.
Credit can be  given for at  least a 3-log giardJi cyst  and 4-log virus
removal, with no demonstration.   It  should be noted that  this removal
credit assumes the membranes are  in  tact  with no holes  in the membranes
allowing the passage of organisms.

5.4   Pi$infectton Monitoring Requirements
      Each system must continuously monitor the disinfectant residual of
the water  as  it enters the distribution  system  and record  the  lowest
disinfectant residual each day.   If there is a failure in the continuous
monitoring equipment,  the system may substitute grab  sample monitoring
every 4 hour's for up to 5 working days  following  the  equipment failure.
Systems serving  3300  people or fewer may take.grab samples  in lieu of
continuous monitoring at frequencies as follows:
                                   5-8

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            System Population                Samoles/Dqv
            £500                                  1
            501-1,000                             2
            1,001 - 2,500                         3
            2,501 • 3,300                         4

      The grab samples must  be  taken at different tines during  the day,
with the sampling intervals subject to Primacy Agency review and approvals
If the residual concentration falls below 0.2 ng/L, the system must take
another sample within  4-hours  and notify the Primacy Agency  as  soon  as
possible, but no later than the end  of the next business day, even if the
residual  is  restored to  0.2 mg/L  or greater within 4 hours.    If the
residual is not restored to 0.2 mg/L or greater within 4  hours, the system
is in violation  of a treatment  technique requirement.   Each system must
also measure the disinfectant residual  in the distribution system at the
same frequency and locations  at which total  col 1 fora measurements are made
pursuant to the  requirements in the  revised  Total Coliform Rule (54 PR
27544; June 29,  1989)„   For systems which use  both surface  and ground
water sources,  the  Primacy  Agency  may allow substitute  sampling sites
which are more representative of the .treated surface water supply,

5.5   OJ s i nf ect |ojn Performance Cr i ter i ft
      5.5.1  Minimum Performance Criteria Required bv the SWTR
      For systems which provide filtration,  the disinfection requirements
of the SHTR are:
      a.    Disinfection  must   be  provided to  ensure  that  the total
            treatment  processes of  the  system  (including filtration)
            achieves at least a 3-log removal/inactivation of Giardia cyst
            and  a 4-log   reraoval/inactivation  of viruses.   The  Primacy
            Agency mist determine what  level of  disinfection is required
            for each system  to meet this criterion.
      b.    The  system must demonstrate by  continuous  monitoring and
            recording that a disinfectant residual in the water entering
            the distribution system  is  never  less than  0.2 mg/L for more
            than  4 hours.   If  at any time  the  residual falls below 0.2
            mg/L  for more than  4  hours  the system is in violation.  The

                                   5-9

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            system Bust notify the  Primacy  Agency  whenever  the residual
            falls below 0,2 mg/l  before the  end of the next business day.
      c.    The system must demonstrate detectable disinfectant residuals
            or HPC  levels of 500  or  fewer colonies/ml  in  at  least  95
            percent of the samples from the distribution system each month
            for any two consecutive months.

      5,5.2  Recommended Performance CHteHa
      Disinfection must be  applied  to  assure  that  the overall  treatment
provided achieves at  least  a  3-log  removal/inactlvation  of  GlardU cyst
and a 4-log removal/inactivatlon  of  viruses.  As outlined in Section 5.3,
well operated filter  plants achieve at least a 2  to  2.5-log  removal  of
Glard-ia cysts and between a 1  to  2-1og  removal of viruses.  EPA therefore
recommends that the Primacy Agencies adopt additional disinfection perfor-
mance criteria that include:
      a.    As a minimum,  primary disinfection  requirements   that  are
            consistent with the  overall  treatment requirements of  the
            SWTR, or preferably;
      b.    Primary disinfection requirements as a function of raw water
            quality as outlined  in Section 4.4.

      Recommended Minimum Disinfection
      *^HMMi*MMMMMMM^HMlMIMMMaB>MMMMHHH*mBMB«MMMaMMHi«IMBM^MMMM*                     *
      The  required  minimum  primary .disinfection  is  the   disinfection
needed for  the entire treatment  process to meet the  overall  treatment
requirement of 3-log  Siardia  and 4-log virus removal /inact.i vat ion.  The
following  table  provides  a summary  of the  expected minimum  level  of
treatment performance in well  operated filter systems  and the recommended
level of disinfection.
                       Expected                 Recommended Disinfection
                      Log Removals                  (Log Inactlvatlorvs^
nitration        GlardiaViruses           filardla           Viruses
Conventional        2.5          2.0               0.5               2.0
Direct              2.0          1.0                1.0               3.0
Slow Sand           2.0          2.0                1.0               2.0
Diatomaceous                                        „               ., n
  Earth             2.0          1.0                1.0               3.0

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      In casts where the system believes that the treatment processes are
achieving greater  removals  than those listed above, the  actual  removal
provided  by the processes  can be  demonstrated through  the  procedures
outlined  in Appendix  M.   However,  EPA  recommends that,  despite  the
removals demonstrated,  systems should provide a minimum of  0.5 log Giardia
cyst inactivation to supplement filtration and maintain a second treatment.
barrier for microorganisms.
      Recommended Disinfection as a Function of Raw Water Quality
      Although  the  SHTR  requires the  overall  treatment to provide  a
minimum of a 3-log filardia cyst and a 4- log virus renoval/tnactivation, it
may be appropriate  for the  Primacy  Agency to require greater removal $/-
inactivations depending on the degree of contamination in the source water
as presented in  Section 4.4.   Following  is  a summary of the recommended
overall treatment which should be provided based on an  estimate of the
Giardia cyst concentration in the source water:
   Allowable daily avg
   cyst concentration/ 100 L
      (geometric mean) _              «c}          ;»J,-|0
   Giardia cyst Removal/Inactivation    3-log        4-log      5-log
   Virus Removal/Inactivation           4-log  '      5-log      6-log

      If a slow sand filtration plant must achieve a 4-log removal /inacti-
vation of Giardia cysts and a 5-log removal/inactivation of viruses, and
credit for 2-log  fiiardia cyst and 2-log  virus removal  by filtration is
granted, disinfection  for a  2-log  Giardja. cyst  inactivation  and 3-log
virus inactivation would be needed to  meet  the  overall removal /inacti-
vation.  However, Primacy  Agencies  may allow systems which use particle
size analysis outlined in Appendix H to demonstrate greater than a 2-log
Giardia cyst removal  to provide less than  2-log Giardia cyst Inactivation
through disinfection.
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      5.5.3  Disinfection By-product Considerations        .
      Although  the EPA  suggests Increased  levels  of  disinfection  for
various  source  water conditions, a utility should  not  Implement  such a
change without considering the potential conflict with the requirements of
existing or  future disinfection by-product regulations.  EPA intends to
promulgate National Primary Drinking Hater Regulations to regulate levels
of  disinfectants  and  disinfection  by-products  when  it  promulgates
disinfection requirements for ground water systems (anticipated In 1992).
EPA  1s  concerned  that  changes required In  utilities'  disinfection
practices to meet  the recommended Inactivations for  the SWTR   might be
Inconsistent with treatment changes  needed to comply with the forthcoming
regulations for disinfectants and  disinfection by-products.   For  this
reason,  EPA  recommends  that  Primacy  Agencies  exercise  discretion,
sensitive to potential  disinfection by-product  concerns,  in determining
the level of disinfection needed for filtered systems  to meet the overall
treatment requirements  specified in  the  rule  or  recommended  based on
source water quality.
      Until  the  promulgation  of the disinfection by-product regulation,
EPA recommends that the Primacy Agency allow more credit for Giardia cyst
and virus  removal  by  filtration than  otherwise  recommended if  a)  the
Primacy Agency determines that a system 1s not currently at a significant
risk  from  microbiological  contamination  at  the  existing  level  of
disinfection and b)  less stringent interim disinfection  conditions are
necessary for the system to modify its disinfection process to optimally
achieve compliance with the SWTR as well as the forthcoming disinfection
by-product regulations.  The following paragraphs outline the recommended
disinfection levels for systems meeting the above conditions.
      For well-operated conventional  filtration plants  that  meet  the
minimum  turbidity  requirements  at  all  times,  the Primacy Agency  may
consider giving the system credit for 3-log Giardia  cvst removal (in lieu
of the generally recommended 2.5-log credit).   Also, for well-operated
direct filtration  plants,  the  Primacy Agency  may  consider  giving  the
system credit for 2.5-log Giardia cyst removal  in lieu of the generally
                                  5-12

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recowended 2.0-1og credit.  EPA recooaends that these additional credits
be given for conventional or direct filtration only if;
      a.    The  total  treatment train  achieves  1) at least 99 percent
            turbidity removal, or filtered water turbidities are consis-
            tently less than 0.5 NTU,  whichever  1s lower/ ox  2)  a 99.9
            percent removal of particles in the size range of 5 'to 15 urn
            is demonstrated as outlined in Appendix M;1 and
      b.    The level of heterotrophic plate count (HPC)  bacteria in the
            finished (disinfected) water entering the distribution system
            is consistently less than 10/nl.

      Systems using slow sand filtration or diatomaceous earth filtration
may be given Interim credit  for up to  3-log  Giardfa cyst removal  if the
system meets  the recommended  conditions listed  above for conventional
systems.  Pilot plant studies have demonstrated that these technologies,
when well operated, generally  achieve  at least 3.0-1og removals (USEPA,
198Ba).
      The EPA believes that interim level of disinfection requirements may
be  appropriate  in  some  cases  depending  upon  source  water  quality,
reliability of system operation and potential  increased health risks from
disinfection by-products.    EPA intends  to  regulate  disinfectants  and
disinfection by-products in  1992.   At  this  time  it will  become apparent
how systems with disinfection by-product problems can optimally meet the
disinfection requirements  of the SWTR  and the disinfection by-products
regulations, concurrently,
      for example,  a system with  a raw  water turbidity averaging  20  NTU
      maintaining a filtered water turbidity less than 0.2 NTU can be granted
      3-log Giardia cyst removal credit with no further demonstration.
      In cases  where the  Primacy  Agency has  a  data base  which shows  a
      correlation between turbidity and Giardia cysts removal, turbidity may
      be used in lieu of particle size  analysis.  Turbidity removal require-
      ments should be set  to  assure 99.9 percent Giardia cyst  removal.   A
      correlation between turbidity and Giardia cyst removal  was shown in a
      study reported by Htndricks et al (1984).
                                  5-13

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                                                                               r\
      5.S.4  Recommended Disinfection Svstg   edyndanc
      The  SWTR dots  not  require  a  redundant  disinfect ion system  for
 fllttrtd supplies.  However, 1n order to assure the continuous provision
 of disinfection to neet the overall removal/inactivatlon requirements and
 to maintain  a  residual  entering  the  distribution  system,  EPA recommends
 that  redundant disinfection  equipment be provided.   As  contained in the
 1987  edition of Ten State Standards,  where disinfection is required for
 protection  of  the  supply,  standby  equipment is  required.   Automatic
 switchover should be provided as needed,  to  assure continuous disinfectant
 application.
      Recommendations for providing redundant disinfection are outlined in
 Section 3.2.4 and detailed in Appendix I.

      5.5.5  Determination of Inactivation by Disinfection
      The dtsired level  of inactivation can be achieved by disinfection at
 any point  in the  treatment  or distribution  system prior to  the first
 customer.  Disinfection provided prior to filtration is  referred to as
 pre-disinfection while  disinfection  after  filtration is  referred to as
 post-disinfection.   As  presented  in Section 3.2,  the  Inactivation of
Siardia cysts  and  viruses provided by disinfection  are  indicated by CT
 values,
      The SWTR  defines CT as the residual disinfectant concentration(s) in
oig/l multiplied by the  contact time(s)  in  minutes.   The contact time is
measured  from  the  point of disinfectant  application  to the  point of
 residual measurement  or  between  points of  residual measurement.   The
 Inactivation efficiency can be determined by calculating CT at any point
 along the process  after  disinfectant  application  prior  to  the first
customer.
      A system nay determine the  Inactivation  efficiency based  on one
point of residual measurement prior to the first customer,  or on a profile
of the residual concentration after the point of disinfectant application.
The residual profile  is generated  by monitoring the residual at several
 points  between the point(s) of  disinfectant application  and  the first
 customer.  The  system  can then use the method described in Section  3.2 for
 determining the total  inactivation credit.   Profiling the residual allows
                                  5-14

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 for  credit  of  significantly higher residuals  which nay exist before the
 water  reaches  the first  customer.   Methods  for determining  various
 disinfectant residuals are  described in Appendix D.
      In  pipelines,  the contact time  can be assumed  equivalent  to the
 hydraulic detention time and is calculated by dividing the internal1 volume
 of the  pipeline by the peak hourly flow  rate through  the  pipeline.  In
 mixing  basins  and storage reservoirs,  the hydraulic  detention  time
 generally does not represent the actual  disinfectant contact time because
 of  short circuiting.    The contact  time  in  such chambers should  be
 determined  by  tracer  studies or an equivalent demonstration;   The time
 determined from the tracer study to be used for calculating  CT is T,0.  T10
 represents  the time that  90 percent  of  the water  (and  microorganisms
 within the water) will  be exposed to disinfection within the disinfectant
 contact  chamber.   Guidance for determining  detention time  In  contact
 chambers is provided 1n Appendix C.
      The residual disinfectant  concentration  should  be measured daily,
 during peak hourly flow,  for each disinfectant section  prior to the first
 customer  In  the  distribution   system.    Unless  a system  knows  from
 experience  when  peak  flow  will  occur,  a  system can only  identify peak
 hourly flow after it has occurred. Therefore, EPA suggests that residual
measurements be taken  every hour.   If  it is not practical  to take grab
 samples each hour,  the  system may take grab samples  during the period peak
 flow is  expected to  occur, or  continuous  monitors may be used.   The
measurements taken  during  the  hour of peak  flow  can then be  used to
determine the  CT for each  section  (CTC1|C).   The determination of CTs is
explained in Section 3.2.1.
      Although the  Inactivatlon maintained in the  system  is determined
during peak hourly flow,  the disinfectant  dosage applied to maintain this.
 Inactivatlon may  not  be necessary under  lower flow conditions.   Under
 lower flow conditions, a higher contact time is generally  available and
the CT needed  to meet  the  required inactlvation  may be met with a  lower
residual concentration.  Continuing to apply a disinfectant dosage based
on the  peak hourly flow may 'provide more disinfection than 1s needed,
 increasing costs and possibly resulting 1n Increased levels of disinfec-
tant by-products.  However, the system should also maintain the required
                                   5-15

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Inactivation levels at non-peak hourly flows.  The system should therefore
evaluate the dose needed to provide the CT necessary for maintaining the
required inactivation under different flow conditions and set the dosage
accordingly.  The  following example  provides  guidelines  for determining
flow ranges and disinfection levels to maintain the required disinfection.
      Example
      A  20-mgd  direct  filtration plant applying  free  chlorine  as  a
disinfectant has a contact  time  of 27.5 minutes under peak flow condi-
tions.  As  noted in Section 5.3,  well-operated  direct filtration plants
achieve 2-log Giardia cyst removal and  1-log  virus  removal.  Therefore,
disinfection  for  1-log  Siardia  cyst  inactivation  and  3-log  virus
inactivation is recommended.  The pH and temperature of  the water  are 7
and 5 C,  respectively.  Using Table E-2, a CT of  55 is  required to achieve
1-log Giardia cyst  inactivation at a residual of 2  mg/L.   This level of
treatment  is more  than  adequate  for  3-log  Inactivation of  viruses
requiring a CT of 6, as indicated in Table E-7.   However, under low flow
conditions the available contact time is longer, and lower residuals are
needed to provide the same level of Inactivation. Based on the calculated
contact time under various  flow rates  and  the  CT  values  in Table E-2,
adequate disinfection  would be  provided by  maintaining  the following
chlorine residuals for the indicated flows:
                                      CT90
                  Contact           (mg/L-min)        Free Chlorine
Flow (MGD)        the (mln)           Required         |eiiq]ual (mg/L)
   20               27.5               55                 2.0
   15               36                 52.5               1.5
   10               54                 50                 1.0
    5              108                 47                 0.5

      CTM corresponds  to a  1-log inactivation.   If a different level of
inactivation were  needed, CT values  for that  inactivation would be read
from the tables corresponding to the pH  and temperature of  the water.
        -   Section 3,2.2 lists the percent inactlvations  corresponding to
            log inactivations, i.e., 0.5-log equals 68 percent requiring

                                  5-16

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            In cases where the residual, pH or temperature of the water Is
            an  Intermediate value  not  reported  In  the tables,  linear
            (straight-line) interpolation nay be used.

            For example, in the above listing, 0.5 mg/L residuals are not
            included  in-, the  Appendix  E tables.    The  CT,0  value  was
            determined by interpolating between  the £0.4 mg/L value of 46
            mg/L -a In and the 0.6 mg/L value of 48 mg/L-mln.

        -   CT values for intermediate pH and temperature values may also
            be interpolated; or

        -   The CT values for  the higher pH or lower temperature listed in
            the table may be used instead of interpolation.

        •   CT99 5 tables  in the SHTR can be used  to  calculate  the CT
            required to achieve any log inactivation by:

                               log Inactivation
                  CTrequired «     required     x CT., ,
                                   3.0 log


      The  variation in  CT required  with respect to  the residual  for

chlorine makes it impractical  for  the utility to continually  change the

disinfectant dose as the flow changes.  Therefore, EPA suggests that the

flow variation at  the utility  be  divided into ranges  and the residual

needed at the higher flow of the range be maintained  for all flows within
the range to assure adequate disinfection. The  following flow ranges and

residuals at the given pH and temperature are suggested for this plant:

                                          Free Chlorine
            Flow Range fHGm              Residual (mg/L)

                  5-10                          1.0
                  10-15                         1.5
                  15-20                         2.0

                                         i
      In this way, the utility is assuring the provision of the required

disinfection while minimizing the disinfectant costs and possibly lowering

disinfection by-products.                  .

      Although these residuals will  meet the required CT,  maintaining a

residual in the distribution system must also be considered.  If there 1s

no other  point of  disinfection  prior  to the distribution  system,  the

residual for disinfection must be  maintained at  a level  which  will also


                                  5-17

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 provide a residual throughout the distribution system.  The complete range
 of  flows occurring it the plant should be evaluated for determining the
 required residual.  The utilities nay establish the  residual needs for as
 many flow ranges  as is practical.
      The Primacy Agency'should make periodic checks  to assure that the
 utility is  maintaining adequate disinfection at both peak  and non-peak
 flow conditions.
      In contrast to  this close control  of disinfectant addition and CT
 monitoring,  for  filtered  systems  which have  long  detention, times  and
 regularly exceed  the CT requirements for the inactivation needed, it may
 be  unnecessary  for the system  to  calculate CTs each day of  operation.
 Unlike unfiltered systems where  CTs must  be  calculated each day,  for
 filtered systems, monitoring the residual at the end of the contact tine
may be sufficient to indicate that  the required disinfection is provided.
However,  this results  in  much higher CTs  in the summer than  is  needed,
which adds  to  costs  and  possibly unnecessary  increased production of
disinfection by-products.   The following example outlines one scenario for
which this would  apply.
      Example
      A utility  disinfects with chlorine ahead of  a.  reservoir prior to
direct filtration.   The Primacy Agency may  give a  well-operated direct
filtration plant  credit  for 2-log Giardia cyst removal  and  1-log virus
removal.    Therefore,  1-log  Giardia  cyst  and  3-log  virus  inactivation
through disinfection  1s needed.   For free chlorine,  the CTs  for 1-log
Giardia cyst  inactivation exceed the CTs  for 3-log virus Inactivation.
Therefore,  CTs for Giardia cyst  inactivation are the  controlling CTs.  The
following water quality conditions  occur in the reservoir during the year:
            pH                                  7-7.5
            Temperature (• C)                   5-20
            Chlorine residual (mg/L)            0.2 - 0.8
The required CT for chlorine  increases with:
            increasing residual,
            increasing pH, and
            decreasing temperature

                                   5-18

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      Thus, for a residual of 0.8 ng/L the CT needed for a 1-log fiiardla
cyst Inactivation 1s as follows;
                                                       CTM
      J2M                Temperature (C)               mg/L-min
      7.5                      5                      58 {Tablfl 1-2)
      1                       20                      18 (Tiblt E-5)

      Tracer studies  conducted on the reservoir  Indicated  a*Tlo of  150
minutes at the system's maximum flow.  For the maximum CT of 58 mg/L-min
required, the  minimum residual needed to meet this requirement Is  0.4
mg/L, calculated as:
                        58 roo/Umln » 0.4 ag/l
                          150 min

At a residual of 0.4 mg/L, CTW 1s 55 mg/L-min.  Thus,  any residual ^0.4
mg/L will provide the needed  disinfection throughout the year  and  the
Primacy  Agency may require  the  system to  report only the  residual
maintained,  reducing the  effort  needed to determine effective disinfec-
tion.  Maintaining  this  residual in the  summer,  however,  provides much
higher CTs  than  needed,  possibly  resulting  In  unnecessary costs  and
Increased disinfection by-products.
      Meeting the Recommended InactivationUsing Free Chlorine^
      As previously Indicated 1n Section  3.2.1, the effectiveness of free
chlorine as  a disinfectant 1s Influenced by both the temperature and pH of
the water and  by the  concentration of  chlorine.   The  inactivation of
Giardia  cysts  by  free chlorine at  various temperatures  and pHs  are
presented 1n Appendix E (Table E-l through Table E-6).  'The CT values  for
the Inactivation of viruses by free chlorine are presented 1n Table £-7.
      To determine whether a system 1s meeting these Inactlvatlons,  the
free chlorine residual, pH and  temperature must be measured, at one point
or several points prior to the first  customer,  where contact time(s) Is
measured. The  contact time  should  be   determined  from  the point  of
application of the  disinfectant  to the  point(s)  where the  residual 1s
measured  for determining  CTs  prior  to   the  first customer.   The  CTs
                                  5-19

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 actually achieved  in  the  system should then be compared to the values in
 the table for the pH and temperature of  the water at the  point(s)  of
 residual  measurement.  Guidance on  calculating the CT for  chlorine is
 presented In Section  3,2.1.
      Meeting the  Recommended motivation Using Chlorine D
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the  CTs  for Giardia cysts.   Because  of the reactivity of ozone,  it  is
unlikely that  a  residual  will exist for more than a few minutes.   As  a
result, the application of a persistent disinfectant such  as  chlorine  or
chloramines Is needed  to  maintain  the required  disinfectant  residual  in
the distribution system.   Guidance for calculating CT values for ozone are
presented in Section 3.2.1 and Appendix 0.   In lieu of calculating the  CT
for an ozone contactor or demonstrating that lower CTs are effective, the
disinfection efficiency  can  be  demonstrated through  pilot  studies  as
presented in Appendix G.                                     -
      fleeting the Recommended Inactivation Requirements using  Chloramines
      CT values for the inactivation of Giardia  cysts by chloramines are
presented in Table E-12.  The high  CT values  associated with the use  of
chloramines may  be  unachievable for some systems.    In  these  cases,
chlorine, ozone,  or chlorine dioxide should be used for primary  disinfec-
tion, and chloramines for  residual disinfection,  as necessary.  Table E-13
presents CT values for  the inactivation of viruses with chloramines.  This
table is  only applicable for indicating virus inactivation efficiencies  if
chlorine is added prior to  ammonia.   Systems  which  add  ammonia prior  to
chlorine  or ammonia   and chlorine concurrently,   can  determine  viral
Inactivation efficiencies using  the protocol  given in  Appendix  G.  For
systems applying  chloramines to meet the virus inactivation requirements,
EPA recommends that they  also  monitor for HPC in the finished  water,  as
presented  In   Section  5.6.    Systems  also nay demonstrate  effective
disinfection with chloramines in lieu of calculating CT, or to  determine
that lower CT values than those indicated in Appendix E are appropriate.
The protocols outlined in Appendix G can be used for this  demonstration.
Further guidance on chloramines is given in Section 3.2.1.
      Meeting the Inactivation Requirement
      Usin  Ultraviolet  tm Radiation
      Ultraviolet  radiation  is a  method of  disinfection  which can  be
applied to meet the virus Inactivation requirements of the SWTR.
      UV  disinfectant dose,  expressed  in  terns  of  UV  Intensity  and
exposure time/unit area (mW-sec/cm2)  incorporates the elements of the CT
concept and therefore can be considered as analogous or equivalent to a CT
value.   UV disinfection  usually  employs  commercially available  units

                                  5-21

-------
 designed  to deliver  doses of  25 to  35 nW-sec/cm2.    The  dose cm  be       V
 increased by. reducing water flow rate ind/or by adding additional ynits in
 series.  " UV  disinfection efficiency  differs  from  that  of  chemical
 disinfectants  in  that  it  is  not affected  by water  temperature.    UV
 radiation does not effectively penetrate solids and is absorbed by "certain
 dissolved  substances.   Therefore,  turbidity and  other water  quality
 factors are Important determinants of UV disinfection  efficiency, and UV
 should be applied  after turbidity removal.
      CT  values for  the  inactivation of  Giardia cysts  by  UV  are  not
 included in Appendix E.  The results  of two studies (Rice and Hoff,  1981;
 Carlson fl il»  1545} indicate that G1ard1a cysts are extremely resistant
 to inactivation by UV with  doses greater than 60 raW-sec/cm2  causing  less
 than  80%  Inactivation.   Because  UV  appears  to be very ineffective  for
 Giardia cyst inactivation  and  in the absence of sufficient  data showing
 the doses needed to Inactivate 0.5 to 3.0  logs of cysts, UV  must be  used
 in combination with other disinfectants to provide evidence  of effective
 cyst  inactivation.
      CT values for the  inactivation of viruses by UV  are  presented in .
 Table E-14.  Units used for UV  disinfection should be equipped with fail-
 safe devices that  will provide automatic shutdown of water flow if UV dose
 decreases to levels lower than those specified in Table E-14.
      He,ftjng the  Inactivation Requirement Using Alternate Disinfectants
      For system  using  disinfectants other  than  chlorine,  chloramines,
 chlorine dioxide,  or ozone, the effectiveness of the disinfectant can be
demonstrated using the protocol  contained In  Appendix G.  The protocol in
Appendix G.3 for  batch  testing should be  followed for  any  disinfectant
which can be prepared  in an  aqueous solution and will be  stable throughout
 the testing.   For disinfectants which  are not stable,  the  pilot  study
 protocol outlined  in Appendix 6.4 should be followed.

      Examples for Determining the Disinfection to be  Provided

      1}    Recommended  O.S-loq Siardla. 2-1op Virus  Inactivation
      A community  of  70,000 uses a Hver  as  Its  drinking water source.
 donation prior to a  conventional treatment plant Is used  to  treat  the
                                  5-22

-------
water.  The source has a protected watershed with 1lilted human activity
and no sewage discharge.  The river water has the following water quality
characteristics:
            Turbidity                             10 - 200 NTU
            Total estimated Giardia cyst level     <1/100 /L
            pH                                    7.0 - 7,5   ,
            Temperature                           5 - 15
      The treatment plant has  a  design capacity of IS agd and treats  an
average flow  of 10 ngd.  A three chamber ozone contactor precedes the
rapid nix.  Alum and polymer are added as a coagulant and coagulant aid,
respectively.   The 'finished water turbidity at -the  plant 1s maintained
within the range  of  0.1 to 0.2 NTU.  CM oramines  are applied after the
filters, but prior to the clearwells,  to maintain a residual entering and
throughout the distribution system.
      Based on  the raw  water quality and  source water  protection,  an
overall  3-log  Giardia  cyst  and  4-log  virus  removal/inactlvation  Is
appropriate for this  water source.   However,  as noted  in Section 5.3,
Primacy Agencies may credit well operated conventional filtration plants
with 2.5-log  Giqrdla  cyst removal and 2-log virus  removal.   Therefore,
disinfection for 0.5-log Siardia  cysts and 2-log viruses Is recommended to
meet the overall treatment requirements of the SWTR.
      On the day of this example calculation, the peak hourly  flow rate of
the plant was 13 wjd.   The contact tine of the ozone basin, T19 determined
from tracer study data is 6  minutes for this  flow.  The water had a pH  of
7 and a temperature of  S C on the day of the calculation.   For ozone under
these conditions of pH and temperature,  the following CTs are needed for
the required 1nactivat1on (Tables E-10,  E-ll):
                  O.S-log Giardia               2-log	v^rgs
      CT                0.3                         0.6

The CT values Indicate that  viruses  are the controlling parameter for
disinfection  and  the overall  inactivation  provided will  be calculated
based on viruses*  The overall  virus  inactivation provided by the ozone
contactor is determined as follows;
           Average
                                  5-23

-------
18 lilt
(minutes) lag A.)
2 0.2
2 0.4
2 0.4
CT»»,
(mg/L-aiin.)
0.9
0.9
0.9
CT,,»e/CTff ,
0.22
0.44
0.44
                                                                               o
            Residual
 Chamber    C
    1         0.1
    2         0.2
    3         0.2

 The sun of CTC|I{/CTM f is 1.1.  This corresponds to mort thin a 3-log virus
 inactivation determined as 3 X CT(|U/CTS9, » 3 X 1.1 • 3.3-log. Therefore,
 the system  exceeds the recommended  inactivation.
      2)    Recommended l-1og filardia Cvst. 2-1og Virus Inactivation
      A 2 MGD slow sand filtration plant  treating  reservoir water, fed by
mountain streams with  no nearby wastewater discharges, provides drinking
water for a community of  8,000 people.   The water quality at the intake
has the following water quality characteristics;
      Turbidity                                 5-10 NTU
      Total coliforms                           Not measured
      Total estimated  Giardia cyst  level        <1/100 L
      pH                                        6.5 - 7.5
      Temperature                               5 - 15 C

      The filtered water turbidity ranges from 0.6 - 0.8 NTU.  Considering
the source water quality and plant  performance, an overall 3-log Giardia
cyst and 4-log  virus  removal/inactivation  is  considered  sufficient for
this system.  As noted in  Section  5.3, the  Primacy Agency may credit slow
sand plants with 2-log Giardia  cyst and  2-log virus removal.  Therefore
disinfection  for 1-log Siardia  cyst  and  2-log  virus  Inactivation  is
recommended for the system to meet  the overall treatment requirements.
      Chlorine is added prior to  the clearwells to provide disinfection.
The clearwells have  a capacity of 80,000  gallons.   A one mile, 16-inch
transmission'main transports the  water from the  treatment plant to the
first customer.   The inactivation  provided is determined  daily for the
peak hourly flow conditions'  Tracer  studies have been  conducted  to
determine the T10  for the  clearwells for different flow rates.   For the
purposes of calculating the Inactivation the system is divided Into two sections.
      Section 1 - clearwell

                                  5-24

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      Section 2 - transmission main

      The flowrate at peak hourly flow from the clear-well was 1.5 mgd on
tht day of this example.   At this flowrate, tht T,0 of tht cltBrwell 1$ 67
minutes, as determined from the results of the tracer studies.   At this
flowrate, water travels through the transmission main at 99 ft/nta.  The

data for the calculation of the inactivation is as follows:
                                  Section 1          Section 2

length of pipe (ft)                   0                5280
contact time (Bin)
      pipe                            0                  53
     basin                           6?                   0
     total                           67                  53    ..
disinfectant                      chlorine            chlorine
residua! (mg/L)                     1.0                 0.6
temperature C                         5                   5
       pH                           7.5                 7.5


For fret chlorine,  a 1-log Giardia cyst inactivation  provides greater than
a 4-log virus  inactivationj therefore,  Giardia cyst inactivation is the
controlling parameter, and the inactivation provided is determined based

on Giardia cysts.  The calculation 1s as follows!

      Section 1  • Chlorine

      CT{llc *  1.0 mg/L x 67 minutes * 67 mg/L-min

      From Table E-2, at  a temperature  of 5 C and a pH of 7.5, CTS9 g is
      179 mg/L-rain

      CTcm/CTi9f  *   67 mg/L-min .  0.37
                        179 mg/L-rain

      Section 2  - Chlorine

      CTeil{ •   0.6 ng/L x  53 minutes » 32 mg/L-oin   .

      From Table E-2, at  a temperature  of 5 C and a pH of 7.5, CT99 . is
      171 ng/L-min

      CTe,,JCTM . *   32 Bo/Umin »  0.19
        • •I**   Tit* W    ^^^^^^™^^^^^^^^^^^^^^^
                       171 mg/L-min


The sum of CT8llt/CTM f is equal to 0.56. This  is equivalent to a  1.7-Jog
Giardia cyst inactivation determined as 3-log  x CTeilt/CTM , * 3 x O.S5  «


                                  5-25

-------
 1,7-logs.  Therefore, the system exceeds the disinfection recommended to
 meet  the overall treatment requirements.
      3)    Recommended 2-lop Giardia Cvst. 4-1og Virus Inaetivation
      A community  of 30,000 people  uses a reservoir  treated  by direct
 filtration for  its water supply.   The reservoir is fed by a river which
 receives the discharge from a wastewater treatment plant 10 miles upstream
 of the reservoir.  The reservoir water quality is as follows:
      Turbidity                           5-15 NTU
      Total coliforms                     100 - 1000/100 ml  -
      Total estimated Siardia cyst level  5/100 L
      pH                                  6-7
      Temperature                         5 - 15 C
      Based on the source water quality, an overall removal/inactivation
 of 4-log  Giardia cyst  and 5-log  virus is  recommended as  outlined  in
 Section 4.4.
      The source water flows  by gravity to  a 3 MS storage reservoir prior
 to pumping  to the water treatment  plant.   Chloramines are, produced  by
 first adding chlorine then ammonia to the  water within the inlet of the
 storage reservoir.   Chlorine  dioxide is added to the filtered water prior
 to the  clear-wells.   Chloramines  are applied  after  the  clearwells  to
maintain a residual  in the distribution system.  The system design flow is
8 mgd with an average flow of 5 mgd.  For the calculation of the overall
 Inactivation, the system is divided Into 2 sections.   .
      Section 1 - the storage reservoir and the transmission to the
            treatment plant
      Section 2 - the clearwells

      The overall Inactivation  for the system is  computed  daily at the
peak  hourly  flow conditions.    The  pH,  temperature,  and  disinfectant
 residual is measured at the end of each section prior to the next point of
 disinfectant application and  the first customer.. The flow is measured in
the transmission main entering the plant and exiting the clearwells.  On
 the day of this  example calculation, the peak hourly flow was 6 mgd in the
 transmission mains entering and leaving the plant.   If  the flowrates were
 different, the" T,0 corresponding to the respective flowrate would be used
                                  5-26

-------
 In the calculation.   Guidance for  determining  CTs when flowrates vary
 within a system Is given in Section  3.2.   The water velocity through the
 20-Inch transmission  main  Is 256 ft/rain  at  a  flow of 6 mgd.   Tracer
 studies were  conducted on  the storage reservoir and  clearwells.   As
 determined from the testing the detention  times, T10, of the basins at a
 flow of 6 mgd are  380 and  130 minutes  for  the  storage  reservoir and
 clearwells,  respectively.  The data for the calculation of 1nact1vat1on Is
 as follows:
                             Section  1                    Section 2
 length of  pipe (ft)             4500                         0
 contact time (rain)
       pipe                      18                         0
      basin                     380                       130
      total                      398                       130
 disinfectant                chloramlnes               chlorine dioxide
 residual (mg/L)                 1.5                       0.2
 temperature  C                      5                         5
 PH                                 7                         7

       For each of the disinfectants used, the following CTs are needed for
 2-log  Glardla  and 4-log virus  1nact1vat1on for the  pH and temperature
 conditions of  the system.
                                  CT for 2-log        CT for 4-log
                                    Glardla                virus
 chloramines                          1430                '  1988
 chlorine dioxide                       17                    33.4

      The  CT required  for  the virus  Inactlvatlon 1s higher than  that
 needed for Glardla 1nact1vat1on for each of the disinfectants.  Since the
 viruses are the controlling parameter,  the Inactivation calculation will
be based on the viruses.  The calculation Is as follows:
      Section 1  - Chloramines
      CTeile »1.5 mg/L x 398 minutes  -  597  mg/L-m1n
      From Table E-13,  at a  temperature of 5 C and a pH of 7, CTM „ is
      1988 mg/L-rain                                              " "
      CT(|U/CT99 „ •    597 mq/L-min «   0.3

                                  5-27

-------
                         1988 mg/L-min
       Section 2   -  Chlorine Dioxide
       CT«ii« " °»2 "SA * 13° »inute$ - 26 mg/L-min
       From Table E-9,  at a temperature of 5  C  and a pH of 7, CT.a „ is
       33.4 mL-min                                             " ™
                it *  26  mf/L-min * 0.78
                       33.4 •g/l-rain                                             -^
                                                                                 3*
The sum of CTtllt/CTM „ is equal to 1.08, which is equivalent to a 4.3-1og
inactivation of viruses, determined as follows:
                x » 4-1og x  "sale  « 4 x 1.08 « 4.3-lo§s
                             CTf , ff

Therefore, the system provides sufficient disinfection to meet the overall
recommended treatment performance.

S.6   Other Cons i derat i ons
      Monitoring  for heterotrophic  plate count  (UPC)  bacteria  is  not ..
required under  the SWTR.  However,  such monitoring may provide  a good
operational tool for;
            Measuring raicrobial breakthrough
            Evaluating process modifications
                                                                                  3L'
            Detecting loss of water main integrity
            Detecting bacterial regrowth conditions within the distribu-
            tion system
            Determining interference with the col i form measurements (AWHA,
            1987)

      Therefore, EPA  recommends  routine monitoring  for  HPC in the plant
effluent  and  within  the distribution system  whenever the  analytical
capability is available  in-house or nearby.  Systems which  do not have
this capability should consider using  a semi -quantitative bacterial water
sampler kit,  although this is not acceptable for compliance monitoring.
                                  5-28

-------
      As discussed  1n  the pream&.e  to  the  SWTR, EPA believes that  1t  1s
inappropriate to include  HPC as a treatment performance criterion  in the
rule since snail systems would not have in-house analytical capability  to
conduct the  measurement,  and they  would need  to  send the samples to  a
private laboratory.   Unless the analysis  is conducted  rapidly,-HPC nay
Multiply and the results  nay not be representative.
      EPA recommends an HPC level of less than 10/nl in the finished water
entering the distribution system and levels of less than 500/ml throughout
the distribution system.
      Legione!la is another organism which  is not included as a  treatment
performance criterion.  Inactivation information on  Legione 11 a is limited.
EPA believes that  treatment  which  complies with  the SWTR will  remove
and/or inactivate substantial  levels of Legionella which  might occur  in
source waters,  thereby reducing chances that  Leglone11 a will  be  trans-
ported through the system and reducing the possibility that growth might
occur in the distribution system or hot water systems  within  homes  and
institutions.  Since Legionella are similar in size  to coliform organisms,
removals by  filtration should  be similar to  those  reported  for total
conforms.  In addition, the available  disinfection information Indicates
that the CT  requirements for inactivation of  Leoionella  are  lower than
those required  for  the inactivation of Giardia- cysts.   EPA recognizes,
that regardless of  the treatment  provided,  some  Leglonella  may enter
plumbing and air conditioning systems and subsequently  multiply  (Muraca et
al., 1986).  EPA believes that these concerns  are best addressed through
guidance contained in Appendix B.
                                  5-29

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                             6.   REPORTING
                Requirements for Public Water Systems
      Mat Providing Filtration	            .
      The SWTR requires unfiltered systems to prepare monthly reports for
the Primacy Agency to determine compliance with the requirements  for;
        *   source water fecal and/or total  coil form levels
            source water turbidity levels
        -   disinfection level
            disinfectant residual entering the distribution  system
            disinfectant residuals throughout the distribution system.

      The monthly reports must be prepared  and  submitted  to the  Primacy
Agency within  10 days  after the  end  of the month.   The  utility  must
maintain a daily or monthly data  log  used to prepare the monthly reports.
Tables 6*1  through  6-5 are  examples of  dally data  sheets which  the
utilities may find useful for logging the data needed to prepare reports
for the Primacy Agency.
      Table 6*6 presents a concise format which  can be used by the system
for the monthly  reports  to  the Primacy Agency.   Tables 6-3  and 6-4 must
also be submitted with  the  monthly report.   After the initial 12 months
of reporting, the Primacy Agency  may remove  the  requirement for reporting
the Information contained in Table 6-3 if it is  satisfied that the system
is  computing  compliance  with  the  CT  requirements  correctly.    The
individual sample results summarized  in the monthly reports should be  kept
on file at the utility for a minimum of 5 years.
      In addition to the monthly  reporting requirements for source water
quality conditions and disinfection information, systems with unfiltered
supplies are  also required to submit annual reports  for the watershed
control program and the on-site inspection, within 10 days after the end
of the federal fiscal year.
      The Primacy Agency will review the reports to determine whether the
system is  in compliance.   A possible  report format  for  the watershed
control program is:
                                   6-1

-------
       1.    Summarize all activities in tht watershedfs} for tht previous
            year.           .                                    r
       2.    Identify  activities  or situations  of actual  and  potential
            concern in the watershed(s).
       3.    Describe how the utility is proceeding to address activities
            creating potential health concerns.

       EPA recommends that the Primacy Agency submits the annual  watershed
reports to the State Water Quality Managers.   The reports will  be useful
in updating statewide assessments and management program.  *
       The SWTR requires each system to provide the Primacy Agency with a
report of the  on-site  inspection unless the inspection is conducted by the
Primacy Agency.  EPA suggests that:
       1.    A report of the inspection  containing the findings,  suggested
            improvements and dates  by  which to complete  improvements is
            to be prepared following the initial system review.  When and
            how system has  resolved problems  identified  in the previous
            report should also be included.
      2.    To lessen the burden on utilities,  a report containing results
            of the general  survey should be submitted  in subsequent years.
                                                         *
       In addition to these reporting requirements, the SWTR requires that
the reporting  requirements of the Total  Trihalomethane Regulation and the
Coliform Rule also be met.
      Records of waterbome disease outbreaks also  must  be maintained.
In the event of a  waterborne  disease outbreak,  as defined in part 141.2
of the SWTR, the Primacy Agency must be notified  by  the  end of the next
business day.
      The report of the outbreak should contain:
      1.    Date of occurrence
      2.    Type of illness
      3.    Number of cases
      4.    System  conditions  at  the  time of the  outbreak,  including
            disinfectant  residuals,  pK,  temperature,   turbidity,  and
            bacteriological results.                                   •

      The records of an outbreak should be maintained  permanently or until
filtration is installed.

                                   6-2

-------
6.2   Rfporting Requirements far Public W^ter Systems Using Filtration

      The SWTR requires filtered water systems to submit monthly reports
to the Primacy Agency for determination  of compliance with the -require-
ments for:
            treated water turbidity
            disinfectant residual entering the distribution system
            disinfectant residuals throughout the distribution system

Tables 6-7 and 6-8 present a format which the utility can use as a daily
data log and to submit monthly reports to the Primacy Agency.
      Recommended Reporting Not Required fry the SWTR
      The Primacy Agency may also  want filtered water systems to report
some information associated with recommendations made in this manual which
are not  requirements of the SWTR.   EPA recommends  that, filtered water
systems:

      1.    Report the log inactivation of Giardia cysts  and viruses,
            required  by the Primacy Agency.
      2.    Report point of application for all disinfectants used.
      3.    Report the daily CT(s)  used to  calculate  the log inactivation
            of Giardia cysts and viruses.
      4.    If more  than one disinfectant  is used,  report the CT(s) and
            inactivation(s) achieved for each disinfectant and the total
            percent  Inactivation achieved.
      5.    Note any difference between the measured  CT(s)  and  the CT
            required  to  meet  the overall  minimum treatment performance
          ..  requirement specified by the Primacy Agency.

Tables 6-3  and 6-4  can  be used to  maintain the records  necessary for
numbers 2 through 5.
      This  information can be  used to determine  the disinfection level
maintained by the system to assure that the overall removal/inactivatioh
required is maintained.
                                   6-3

-------
t
 >
            The  Primacy Agency may make provisions  to minimize the reporting
      requirements for systems with reservoirs, large amounts of storage or long
      transmission mains which provide a long disinfectant contact time.  Since
      these systems typically provide inactiyatlon  in excess of that  needed, the
      Primacy Agency  may require the system  only  to report the minimum dally
      residual at the end of the disinfectant contact  time.  The CT maintained
      can  then be estimated based  on this  residual and the contact time under
      the  system design flow.   This method of CT determination will eliminate
      the  need for the  system  to determine the contact time under maximum flow
      conditions each day.
                                          6-4

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                      	          TABU 6-1	
                      --—-————        _.    _

                       SOURCE WATER QUALITY CONDITIONS FOR UNFILTERED SYSTEMS
                                          (For system use ooly)
Y«,

Date
1
2
3
4
S
6
7
i *
9
10
11
12
13
14
IS
16
17
18
19
20
21
22
23
24
25
26
27
•28
29
30
31
Totals:

rwsm


2
Coliforra Measurements
No. of Samples
Fecal
































Total
































No. of Samples Meeting Specified Links
Fecal« - 20/100 mL)
































Total (<- 100/100 raL)
































_.
Turbidity Mtfaiurcncmi
3 i
Maximum T>irt<:Ji:>
Turbidiry '• "Ew::t~
(NTU) 'V.,.-rNV
.

;
'






i

•
'







i





i

i
,
Maximum daily turbiditj = 	 NTU'
Total number of turbiJ-.:> 'c.«.--.-.;s" « 	
Notes:
      1.  Samples are taken from the source water immediately prior to the first disinfection point included in the CT determmiu..-::
     2.  As specified in 40 CFR 141.74(bXl). a fecal or total coliform sample must be taken on each day that the
        system operates and a source water turbidity measurement exceeds 1 NTU.
     3.  For each day that the maximum turbidity exceeds S NTU. the date should also be entered for the day that the Suce *«%
        of this exceedance, e.g.. "7.3-22 Apr".
    "• 4.  A "yes" response is required each day the maximum turbidity exceeds 5 NTU and the previous day did not.  This i>  .::.•....-
        of the beginning of s turbidity "event". The total number of "yes" responses equals the number of turbidity "event.  .:. •  .

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TABLE 6-2
v««

Month
January
February
March
April
May
i
June
July
August
September
October
November
December
LANG
•TERM SOURCE WATER
UNPILTEREO
(For lyettm
Syrtera/Treatmcot PUat
Pwsro 	 _ 	

QUALITY CONDfTlONS FOR
SYSTEMS
nMoaljr)

Colilbrm Measurements '
No. of Sample*
Fecal










-

Toul












No. of Sample* Meeting Specified Limits
Fec4l««20/IOOmL)












Total «• 100/100 mL)












,
.
Turbidity Mewurenenti
Days with
Turbidity
>5NTU







Number 01'
Turbuiitv
Event*




.
'
.
1
i





>
i
,
i
Total:

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TABLE 6-3
1,2
CT DETERMINATION FOR UNFILTERED SYSTEMS - MONTHLY REPORT TO PRIMACY AGENCY
Mflfrtl" __ 	 • Svatea/TraatasM Plaet

Disinfectant/Sequence of Applicatio
Date
1
2
3
4
3
6
7
I
9
10
11
12
13
14
13
16
17
It
19
20
21
22
23
24
23
26
27
28
29
30
31
3
Disinfectant
Concentration,
C (mi/L)
































3
Disinfectant
Contact Time.
T (min.)























•







Notes:
1. To be included in the monthly report for at least
may ao longer require this form.
2. Use a separate form for each disinfectant/iamplL
3. Measurement taken at peak hourly flow.
4, CTcale » C (rag/L) * T (mia.).
5, Only required if the disinfectant is free chlorine.
6. From Tables 1.1- 1.6, 2. Land 3.1, 40 CFR N
pwsro 	
4
Creak































mmmm
3,3































12 months after the initiation of
ng lite. Enter disinfectant and *
1 .74
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                                             TABLE 6-4
'Month
;Year.
                                     DISINFECTION INFORMATION
                    FOR UNF1LTERED SYSTEMS - MONTHLY REPORT TO PRIMACY AGENCY
System/Treatmeot Plant.
PWSID.
MH^^^
Date
Minimum Disinfectant Residual
at Poutt-of-Entry to
Diftributioo System (mf/L)
I
2
3


4 i
5

6
7 f
; 8 i
! 9 i
; 10 i
il
12 .!
; 13
! U
! '5
i 16
1 1? '
I 18
19
20 i
21
22
23
24
25
26
27
28
29
30
31


.







•
(CTeale/CT99.9) (from Table 6-3)
Disinfectant Sequence
1st































2nd































3rd































4th































5th































6th































Ncxei:
1. If leu than 0.2 ragrt., the loweet level and durttioo of the period mint be rejx
2. To determine SUM (CTcalc/CT99.9). add {CTcalc/CT99.9) value* from the
3. If SUM (CTcalc/CT99.9) <1, a treatment technique violation hai occurred, i
2
SUM (CTcalc/CT99.9)































3.
SUM(CTealc/CT99.9)
-------
TABLE 6-5
DISTRIBUTION SYSTEM DISINFECTANT RESIDUAL DATA FOR UNF1LTERED AND FILTERED SYSTEMS
MONTHLY REPORT TO PRIMACY AGENCY
I *
Month 	 Sya*iii/Tf«tiB«M Phat .
Yew
Due
, 1


No. of Site* Where
Difinfectui RttUul
*«i Measured (••)


j:
i 4 '•
5>
! 6
i '
! 8
9
' 10
( it i
12!
13
14!
IS!
16 :
i I7f
IS
19
20
2!

23
24
25
26
27
21
29
30
31
Total














i«

No. ofSil«»WJi«r,no
DUinfcctanl Rtiidual
Mwuurad. but HPC
M«Mur«d(-b)































}M
Fwsro

No. ofSitwWbw
Dinnf«ettat Rwidu«l
Not DfMend, no HPC
MMtur^ (-c)































»
••
No. ofSiittWlMn
Di»inf«eurt R*sUu*l
N«D««M4,
HPC> 500/ral («d)































d-
No. of Sittt Where
Ditinfectim Rcsidiul
Not Meuurad.
HPC>500ml(-«)













1










•






I
                 .+	) 1100 *	*
             by

-------
TABLE
Mfmti
Yt"» .___.„
MONTHLY REPORT TO PRIMACY AGENCY FOR
COMPLIANCE DETERMINATION - UNFILTERED SYSTEMS \
• Sy«Am/TrMtracot PUnt _ .... ._..„, 	 1
*wim
§9«,ff f ^1'fT fofTfl* Conditions
A. Cumulative number of m«
For source wster eoJi
For turbidity moaitori
I
B. Conform Criteria
Previous 6 months':
Percent*!* of temple*
Percenu|e of samples
Is F < 90% ?: Yes: .
C. Turbidity Criteria
Maximum turbidity I*
Ewer the month 120 r
Disinfection Criteria
A. Poim-of-Entry Minimum I
1. Distribution System Ditin:
The value of •. b, c, e
* * 	 b * __ ,
V» e + d + e
a + B
For preview month, V
C. DUinf»ctix» {taqoirwMat
Record the 4*tt ud vi
If MM, eru«r *MM*.
!ot«r 1. Tb«eur
haibMa
moath'i
Mtki for wh«h Ksulu «rt reported
rorra moaiiorifli — — — ^No- of "woth*)
flg 	 - 	 . (NO, rf IBOHthi)
No. of Simplw No. of S«mpl** Meetinf SpKsfMd Umiu
. Fecal Total Feeal «- 20/100 raL) Total «« 100/lOOmL)
. w. x« ym t-
<» 20/100 raL fecal ediforms. F « y/w • 100 -____*
< « 100/100 mL total cotiformi, T » 1/1 * 100 - 	 1 - .
	 No: 	 N/A 	 ; i«T<90»?: Yei:.^ No: 	 N/A: 	
wl for reponini (current) month » _____ NTU
nontht prior to the reponini month or January 1991 (whichever is later)
Datei of S NTU Exceedance* Since Latest Month Recorded Above
Beginning Data Duration (days) Data Reported




liiinfectant Residual Criteria
Days the Residual was <0,2 mg/L
Day Duration of Low Laval (hrt.) Date Reported
to Primacy A|ency_




ectant Residual Criteria
, and e from Table 6-5, aa specified in 40 CFR !4l.?5 (b)(2XuiXAHE):
c * _ d « __, e « ___
xlOO- %
t'm 	 %
Criteria
Jue of SUM (CTcalc/CT99.9) for any SUM (CTcalc/CT99.9) < 1 (from Table M):
Date SUM (CTcalc/CT99.9)




Pf«p««d by 	 _ „
Due

rent 6- month cumulative* are required to determine whether compliance with the eoiiform enter:*
achieved. These ratals are calculated from: the previous 6-iaoeth cumulative*, the current
and totals from the earliest of 6 previous months. i

-------
                                 	TABLE 6-7	
                                  DAILY DATA SHEET FOR FILTERED SYSTEMS
                                              (For systta ase only)
.Month.
!Yoar_
System/Treatment Plaat.
FferatkM Teckaaiogjr _
PWSID	
iDate
1
Minimum Disinfectant Residual
at Point-of-Entry to
Distribution System (mg/L)
1 i
2
3 j
4
5
! 6 i
i 7 i
8
9
10
11
12
13
14
15







M6 '
17 1
IS
| 19
20 i
21
22
23
24
25
26

•



27 !
28
29
30
31




2
Maximum Filtered Water Turbidity
Filter
t































Combined Filter
Effluent































Clearwell
Effluent































Notes:
1 . For multiple disinfectant*, this column mujt only b« completed for tlx
system. If less than 0.2 mg/L, the duration of the period must be repc
2. For systems using conventional treatment, direct filtration, or technol*
turbidity measurements may be Uk*n at the combined filter effluent, cl
distribution system. The turbidity may also be measured for each iadi
3. For continuous monitors count each 4-hour period as 1 sample.
;4. Depending on the filtration technology employed, the number of turbi
conventional treatment or direct filtretion-O.S NTU, slow sand filtratic
specify alternate performance levels for conventional treatment or dire
not exceeding 5 NTU, in which case the number of turbidity measurer
5. In recording the number of turbidity measurement* exceeding 5 NTU
Flam
Effluent































Totals:
3
No. of Turbidity
Measurements
































t last disinfectant a 5 NTU i

1
i

i

i

.
i


i
i

!
. i







1






;







'




to entering the distribution
jiatomaceoui earht filtration.
lent prior to entry into the
eel maintained tor each
wing levels must be re^rJed:
filtration- 1 NTf The S-a:e may
(TU. and slo» wnJ :-T«ti.'n.
I be recorded
10 be recorded, e i '•'••: 6.2. 80' i

-------
                                                      TABLE 64
Month.
Yew.
                     MONTHLY REPORT TO PRIMACY AGENCY FOR
                 COMPLIANCE DETERMINATION - FILTERED SYSTEMS
                  Ivataa/Ti-.tnui-' PUat
                  Type of FOtratioa
                  Turbidity Limit
                  FWSID	
Turbidity Performance Criteria
A.  Total number of filtered water turbidity measurements • _____

B.  Total number of filtered water turbidity measurements that are leas than or equal to the specified limits
    for the filtration technology employed * _____

C.  The percentage of turbidity measurements meeting die specified limits * BM x 100 -       /
D. Record the date and turbidiry value for any measurements exceeding 5 NTU: If BOM, ewer *aooe*.
                          Dale   1     Turfaidiry. NTU~
>liinfection PerfofBunee Criteria
A. Point-of-Entry Miaimura OttiofectaiK Residual Criteria
        Date
Minimum Disinfectant Residual
at Point-of-Entry
to Distribution Synem (mg/L)
Date
Minimum Disinfeetant Residual
at Point-of-Entry
to Distribution System (mg/L)
Date
Minimum Disinfeetant Residual
at Point-of-Emry
to Distribution System (mg-'L)
                                               II
                                                                      21
                                               12
                                               13
                                                                      23
                                               14
                                                                      24
                                               IS
                                                                                    26
                                               17
                                               IS
                                                                      2S
                                               19
                                                                      29
         10
                                 20
                                       30
                                                                                    31
Days the Residual was <0.2 mg/L
Day




Duration of Low Level (hrs.)




}ata Reported to Primacy Agency




t.  Distribution System Disinfectant Residual Criteria
      The value of a, b, c. d, and e from Table 6-5, as specified in 40 CFR 141.
      a *  -  -. b » - ,, . e »     . d • JL ^ . e * __
        V m  c-»d-»e  * 100 -	 «
               a + b
      For previous month, V • ___ %
                                                                  Prepared by.
                                                                        Date.

-------
                             7.  COMPLIANCE

7.1   Introduction
      This section provides guidance on when and how the requirements of
the SWTR will  go into effect, including determinations Made  by- Primacy
Agencies*

7.2   SYSTEMS USINS A SURFACE HATER SOURCE (NOT SROUNO WATER
      UNDER THE DIRECT INFLUENCE OF SURFACE WATERS	
      The SDWA requires, within  18 months  following  the promulgation of
a  rule,  that Primacy Agencies  promulgate  any regulations  necessary to
implement  that rule.   Under  S1413,  these  rules must be  at  least as
stringent  as  those  required  by  EPA.    Thus,   Primacy  Agencies  must
promulgate regulations which are  at  least as stringent as the SWTR by
December 30,  1990.   By  December  30,  1991, each  Primacy Agency  must
determine which  systems  will be  required  to filter.   If  filtration is
required, it must be installed within 18 months following the determina-
tion or by June 29,  1993,  whichever is  later.  In cases where it is not
feasible for  a system to  install  filtration in  this  time  period,  the
Primacy Agency "ay allow  an exemption to extend the  time  period   (see
Section 9).
      If a Primacy Agency fails to comply with this schedule for adopting
the criteria and applying them to determine who must  filter, systems must
comply with  the  "objective" or  self-implementing  criteria  (i.e.,  the
requirements that are clear on the face of the rule and do not require the
exercise of Primacy Agency discretion).  Unfiltered supplies must comply
beginning December 30, 1991 and filtered supplies beginning June  29, 1993.
      Moo.ito.ring requirements for unfiltered systems must be met beginning
December 30, 1990  unless the Primacy Agency has already determined  that
filtration is necessary. This coincides with  the Agency's requirement to
promulgate regulations for making filtration decisions by that date under
the SDHA.  Primacy Agencies may specify which systems should conduct the
monitoring necessary to demonstrate compliance  with the  criteria  for
avoiding filtration.    For  some  systems  where an historical  data   base
exists, and where it is apparent that the  system would exceed the source

                                  7-1

-------
water quality criteria (or that some othtr criteria would not be let, such
as an adequate watershed control  program), no monitoring may be necessary
for the  Primacy  Agency to determine that filtration ii  required.   If a
particular system  (and/or  the Primacy  Agency)  knows  that it  cannot meet
the criteria for avoiding filtration, there is no reason to require that
system to conduct the source water monitoring prior to the formal decision
by the Primacy Agency that filtration is required.  This is true because
the only purpose  of that monitoring would be to demonstrate whether or not
the criteria to avoid filtration are being net.
      In reviewing the data for determining which systems must filter, the
Primacy Agency will have to decide on a case-by-case basis the conditions
which will require filtration.   For example, a system may not  meet the
specified CT  requirements for  the  first few months of monitoring and
upgrades  its  disinfection  to  meet  the CT  requirements in  subsequent
months.  In this case, the Primacy Agency could conclude that the system
will be  able to  meet this criterion for avoiding  filtration.   The time
periods  specified  for in  the  criteria to  avoid filtration  (e.g., six
months for total  coliforms, one year and ten years for turbidity and one
year for CT requirements)  do  not  begin  until December 30, 1991 unless the
Primacy Ag?*cy specifies an earlier date.
      Beginning December 30,  1991 the requirements for avoiding filtration
specified in S141.71(a)  and  (b)  and the requirements of S141.71(c) and
S141.72(a) go into  effect unless the Primacy Agency already has determined
that filtration  is required.  Beginning December 30, 1991,  if a system
fails to meet any one of the criteria for avoiding filtration, even if the
system were meeting all  the  criteria up to that  point,  it  must install
filtration and comply with the requirements for filtered systems includ-
ing the feneral requirements  in S141.73 and the disinfection requirements
in S141.72(b), within 18 months of the failure.  Whenever a Primacy Agency
determines that  filtration is required,  it may specify  interim require-
ments for the period prior to installation of filtration treatment.
      Following the determination that  filtration is  required, the system
must develop a plan to implement  its  installation.  The plan must include
consideration for the following:
                                  7-2

-------
            Providing   uninterrupted  wattr   service  throughout   the
            transition period
            Siting for the future facility
            Financing options and opportunities
    .  *     Scheduling of design and construction

Systems which are unable to install filtration within the specified  tine
frame nay  apply for  an  exemption to extend  the period  for. install ing
filtration,
      Table 7-1 summarizes the requirements for  the  SWTR for unfiltered
systems noting conditions which  require  the  Installation of filtration.
It is important to note that only treatment technique violations trigger
the requirement  to install  filtration  while violations  of monitoring,
reporting or analytical  requirements do not.  The monitoring requirements
for unfiltered  supplies are  presented   in Section 3 and the  reporting
requirements are presented in Section 6.
      All  systems  with  filtration  in   place  must  meet the  treatment
technique  requirements  specified  in  $141.73 (filtration criteria)  and
5141.72(b)   (disinfection criteria),  and the  monitoring and  reporting
requirements  specified  in  S141.74(c)   and  SI41.75(b)»  respectively,
beginning June 29,  1993.  Table 7-2 summarizes the SWTR requirements for
filtered  systems,   including  conditions  needed  for  compliance  with
treatment requirements.  Monitoring requirements for filtered supplies are
enumerated  in  Section 5  and  reporting  requirements  are  presented in
Section 6.

7.3   Compliance Transition with Current HPDWR Turbidity Rejqujremerits   •
      The  current   (interim)  NPDWR  for  turbidity  under  S141.13   (MCL
requirements)  and   S141.22  (monitoring   requirements)  will  apply  for
unfiltered  systems  until December 30,   1991  unless  the  Primacy Agency
determines that filtration is required.   In cases where filtration is re-
quired,  the interim NPDHR applies until June 29,  1993 or until filtration
is installed,  whichever  is  later.   Unfiltered  supplies will  also be
                                  7  -  3

-------
 subject  to  the  turbidity  monitoring  requirements  of  S141.74(b)(2)
 beginning  December  30,  1990 coincidently with the Interim requirements.
 Beginning  June 29,  1993, the turbidity performance criteria for filtered
 systems  (S141.73),  and the  monitoring requirements under  3141.74 will
 apply.

 7.4   Systems Using a Ground Water Source
            the 01 eet  Influence of Surface Hater
      Part of  the Primacy Agency's program revisions to  adopt  the SWTR
must  Include procedures  for  determining,  for  each system in" the Primacy
Agency served by  a ground water source, whether that source 1s under the
direct influence  of  surface  water,   iy June 29,  1994 and June 29, 1999,
each  Primacy  Agency  must determine  which community and non-community
public water supplies, respectively, use ground water which is under the
direct influence  of surface water.  EPA recommends that these determina-
tions be made  in  conjunction with  related  activities required  by other
regulations (e.g., sanitary surveys pursuant to the final coHform rule,
vulnerability assessments pursuant to the volatile organic chemicals rule,
the forthcoming disinfection requirements for ground water systems)..  In
addition, EPA-approved wellhead  protection programs required under the
Safe Drinking Hater Act Section 1428 may cental a methods and criteria for
deterraing zones of contribution, assessments of potential contamination,.
and management of sources of contamination.   These programs  may be used
as a  partial basis  for the vulnerability  assessment and  for making the
determination of  (a)  whether a system  is  under  the direct influence of
surface water and  (b) If  direct influence  is determined, whether there is
adequate watershed control to avoid filtration. Guidelines for developing
and implementing  a wellhead  protection program are found in  "Guidelines
for Applicants  for State Wellhead  Protection Program Assistance funds
under the Safe Drinking Water Act"  (U.S. EPA,  1987a).
      A system using a ground water  source under the influence of surface
water that does not  have filtration in place must  begin  monitoring and
reporting in accordance with Si41.74(b) and S141.75(a),  respectively, to
determine whether it meets the  criteria for avoiding filtration beginning
December 30,  1990 or six months after the Primacy Agency determines that.

                                  7  -  4

-------
 Unlllltf** Snailiti
   (SMI. 71)

 •)  SMIC* Waltr Qvallly
    I)  fttal C* 1 1 Urn
        1*1*1 CHIUm
    2)
k)  Slli
    II)  DiiUlictlM Ur
         3-l*| tlaidla  .
         e)fJl » 4-1*1
         »lf»> UaclifallM
         (SI4I.72(*))
    DiiUUcliM
    C*MM*«tl
    (SI4l.72(a)(2))

    OlslnUclHl
    ••1*1 U| II*
    IfllM
(II)  OUI«l*clMl  Rt*l««al
     >• Ik* 6iililk«llH
     Syslati (SI41.72(a)(4))
                                    CflltrlM
                                                                          1ABIC 71

                                                              REQUIRENCMTS EOR IMTIITERED SYS1EMS
21/IHnl
MTU
«».,
0.2B|/I
MUcUkU
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k**n
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U i 9SX *l
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a*y In* CM-
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 < ClIUllM
                                                                                         >SUIU
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 tUlallM
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Ml I* *lac*
vlilaliM  if <0 2
•I/I l*i > 4
Ml*II PllMtf
                                                                                        M*i«*l
                    ft i
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 Mllklf
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tUUlU*           M«lklf
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                                                                                        ItCMllVt
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                                                                                                                                P«»ltc' '
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                   V*i (II  <• 2
                   Ui >4 kMti)
                    Ytl

-------
?)  Vitiiskii- Cinlril
    Pi IfI Ml
3)  0»-iMt liisaicllai
4)  WallfklfM Distill
    Onlklttk
S)  Tilil Cilllini lull
«)  filil TrlkiliMlkiM
Cllltflll

!• alaca




•••••I




M iilkriaks
                                                                          IABIC 7-1

                                                        ICQUIIfkKNlS KM IMrilTEIED SVSUiS

                                                                      RiMiiH lif.
                •clivillts I*
                      kt*llk
                                   Nt •vlkittk
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            <•(
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                                                                                         UsvlllcUK
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"I
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                                                                                                            i tan I
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                             limits !•  a  liiilanl Uck*lMi tlilalliM.
               ralUia I*  laslall Illlrallii •Ilkl* II MRlks illn  UilHtt la Mil ••Illltntf SM»ly crllirli ustlls !• • IIKIMN!  littalot filial!••
               li litil iraiMPif wllkl*  14 Mys •! •IcIillH i*4 Mil Mllci «llk kill ii ky Itsill Hllkl* 4S tfiys il vlalallaa.
               VlililiM My ki I||MI< lir 2 it 12 (••sicullti Milks II Iki PilMcy A|i*cy tfilirslMS mi vlilallii Ii ki tMsH ky  •••»••! aM M»ii«iclakli
               clitMislaijcii.
                      A|t»cy My HlimUi wktlkti I*IMI|I flsUlidlM Is 11 a* I riff.

-------
        S«Mll*» (SI4I.T3)



•)   €••*!•! I»M) »i Dlrtct
k)   SIM si*4 Fillrtllt*
C)  • DIllMICttMI Etf Ik
t'l   Otkir  ItckMltflts
                                                                          TABU 7-2



                                                               RCQUIIEHfHIS  FM MUEIED SYSTEM
ClUtflM
0. S MTU
1 MTU
(M I* S •TU)(*'
I MTU
(I* S MIU)(4)
HMilirlM
|t»k/4 kn
CMllMMt tr
(tM/*lj)' '
CMllMM* tr
|c*k/4 kis
CMllMMS •!
(••*/<»!)* '
Clffliinfl PlIMftI AlfRIf
saaplis < MCI ftpvil
M»t > S MIU
9&K MMkl) MBlkl|
M»I > S MTU
9S* •••Iklf Mtllklf
SMpUS < 1 MIU HMIt
Milt > S MTU
9S* Mitkly MMlklf
IMVltS < MCI ItM'l
Milt > S MTU
Vtl
Vtl
Vtl
Vts
                                                                                                                                      tt)

-------
        ui.
OliiilicIlM Uf flltirU
     lii (SI41.72(k))
i)
21)
      SM» i MM t
      It Mil Ovinll
      tltllMItt •

      DliUltcliM
      (•tirlif SHIM
31)  OUUItcli*!
     I* Dislrlkilli* SfilM
                                       CflltflM
                                       0.2
                                       tftltcltklt
fisltfial tr
<$00/«I(1J
                                                  HfC
                                                                           TWU 1-2

                                                                ICQUIREMENTS fM MUCHD SYSTM
                                                              CHliMMi;
                                                              iyslmt < 330*
IM^tt
UtlllM
                                                               ktitd ••
                                                                                               (I)
                       HI < • 2
                       III > 4 In
Ml < HCl U
> S» tl MMlklf
*M*tf> Itl 2
CMSICVlift IMMlkl
                                                                                                                    JtelllltlUMt
                                                                                                             •S
                                                                      •til
                                                                                         Ytl
                                                                                                                                Vis
                                                               sun
•lilt:
        I
        2.
        I.
        4.
               ••••CM0IIMCI IIMlll  U | IfHlMftl  llCkll^l flllllll*
               U littl M^Mir •IlklK 14 «IM if vltlailM ••« Mil  •illti wlik kill «r ky Ilitilf vllkl* 4S 
-------
 the ground water source is under the influence of surface water, whichever
 is later.  Within  18 months following the determination  that a system is
 under the. influence of surface water, the Prinacy  Agency must determine,
 using the  same, criteria  that apply  to  systems using  a  surface water
 source,  whether the  sys.tem must provide  filtration  treatment..-  As for
 systems  using a surface water source, the Primacy Agency must evaluate the
 data on  a case-by-case basis to determine conditions which will trigger
 the need for filtration.
       Beginning December 30,1991 or 18 months after the determination that
 a system is under  the direct influence of surface water,  -whichever is
 later, the criteria for avoiding filtration in S141.7l(a) and (b) and the
 requirements for urifiltered systems in Sl41.71(c)  and  5141.72{a) go into
 effect,  unless the Primacy  Agency  has  determined that  filtration  is
 required.    As  with  systems  using  a surface water  source,  subsequent
 failure  to comply  with any one  of  the criteria for avoiding filtration
 requires  the  installation of  filtration treatment.    Thus,  beginning
 December  30,  1991  or 18 months after the Primacy Agency determines that
 a  system is using a  ground water  source  under  the direct influence of
 surface water, whichever  is later,  a system which fails to meet any one
 of  the criteria  to avoid  filtration must  install  filtration  and comply
 with the requirements for filtered systems within 18 months  of the failure
 or  by June 29, 1993,  whichever is later.  As  for unfiltered systems,
 systems  under  the direct  influence  of surface  water may  apply  for an
 exemption to extend the time period for installing  filtration.
      Any  system  using a  ground water source that  the Primacy Agency
 determines is under the direct  influence of surface water find that already
 has filtration in place  at the time of the Primacy Agency  determination
must meet the treatment technique,  monitoring and  reporting requirements
 for  filtered systems  beginning June 29,  1993  or 18 months  after the
 Primacy Agency determination, whichever is later.
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7.5   Responses for Systems not Meeting ^WTR  Criteria           .
      I.S.I  Introduction

      Systems which presently fail to meet the  SHTR criteria nay be able

to upgrade the system's design and/or operation and naintenance in order

to achieve compliance.  The purpose of this section is to present' options
which nay be followed to achieve compliance.


      7.5.2  Systems Not Filtering

      Systems not filtering must  meet the criteria to  avoid filtration

beginning  December  30,  1991  and on  a continuing basis  thereafter  or

install  filtration.    Systems not  filtering can  be  divided  into  two

categories:

      A.    Those systems not currently meeting  the SHTR criteria but with
            the ability to upgrade to meet them.

      B.    Those systems not able to meet the  SHTR criteria by December
            30,  1991.  If the installation of filtration is not possible
            by June  29,  1993 the system may request an exemption and take
            Interim  measures  to provide safe  water to avoid violation of
            a treatment technique requirement.

      Systejp in Category A


      Examle A - esonse Situation
      Condition;   System  is  not meeting the  source  water fecal and/or
      total  coliform concentrations  but  nas  not  received judgment on the
      adequacy of its watershed control.

      Response Options;

        -   Monitor for fecal  conforms  rather  than  total conforms If
            this  1s  not already  done.   Fecal  conforms are  a direct
            indicator of fecal  contamination  where total  conforms are
            not.   If total  conform  levels are exceeded but feca! levels
            are not,  the system meets  the criteria.

            Take  appropriate  action  in the watershed to assure fecal and
            total coliform  concentrations are below the criteria, such as
            elimination  of  animal  activity near  the source water intake.
                                 7 - 6

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 foamole B-Response Situation

 Condition?   System meets  the  source  water  quality  criteria,
 watershed control  requirements, and 1s maintaining a disinfectant
 residual  within the distribution system,  but 1s not able to meet the
 CT requirements due to lack of  contact tine prior to  the first
 customer.
 Response Options;

       Increase the application of disinfectant while monitoring THM
       levels to ensure they  remain below the MCI.

   -   Add additional  contact  time through  storage to  obtain an
       adequate CT.

        Apply a more  effective disinfectant such as ozone.
 Systems  In Category B

 Example  A - Resoopse Situation

 Condition;  System  meets  the source water  turbidity  but not the
 fecal  coliform requirements.  A sewage treatment plant discharges
 into the  source  water.  A  determination has been  made  that the
 system does not have adequate watershed controls

 pesponse Options;

       Purchase water from a nearby surveyor  or use an  alternate
       source such as ground  water  If available.

       Take steps to install  filtration,  applying for an  exemption
       (time delay)  as presented  in Section 9 where appropriate.

 Example  B

 Condition;  The source water exceeds a turbidity of  S NTU for more
 than two  periods In  a year  under normal  weather  and  operating
 conditions.

•Response Options;

       Purchase water from a nearby purveyor  or use an  alternate
       source such as ground  water  if available.

   -    Take steps to install  filtration,  applying for an  exemption
       (time delay)  as presented  in Section 9 where appropriate.
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              In the interin prior to adoption of either of  the above options,
              certain protective Measures my  be appropriate.   One protective
*    .         Measure which can be used would be the Issuance of a public notice
5             to boil all water for consumption  during periods when the turbidity
              exceeds 5 HTU.   If such a  notice  is  Issued, the  utility should
              continue  sampling the distribution system  for chlorine residual and
              total  conforms,  and Initiate measurement of HPCs in the distribu-
              tion system.  These data and the raw water turbidity should be used
              to determine  when to lift the boil water notice.
              The notice could  be lifted when;

                -   The historical (prior to high turbidity) disinfectant residual
                    concentration is  reestablished in the distribution system;
                    The total collfonn requirements are set;
                    The HPC count is  less than 500/ml; and
                -   The turbidity of  the raw water is less than 5 HTU.

              7.4.3   Systems Currently Filtering

              Systems which are currently filtering  mist  meet the SWTR criteria
       within 48 months of the SWTR to be in compliance, after which the criteria
       must be  continually net for the system to be in compliance.

              Example A - Response Situation
              Condition;  A direct  filtration plant  is  treating a surface water
              which  is  not compatible with this  treatment process.  The system is
              not achieving its required  turbidity  performance or disinfection
              criteria.
              Response  Potions;
                    Optimize coagulant dose.
                -   Reduce  filter loading  rates.
 •»                                                                *
                    Evaluate the effect on performance of installing flocculation
                    and sedimentation ahead of the filters.
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      Example B - Response
      Condition:   A filtration  plant Is using  surface water which  1s
      compatible with Its treatment system.  The system Is not achieving
      disinfection performance criteria required  by the Primacy Agency to
      achieve  a 1-log  1nact1vat1on  of  filardla  cysts;  however,  It  Is
      meeting the requirements of the Total Conform Rule.
      Response Potions;
            Increase disinfectant dosage(s).
            Install storage  facilities to  Increase  disinfectant  contact
            time.
            Ensure optimum filtration efficiency by:
              •   Use of a filter aid.
                  Reduction  in filter loading rates.
              •   More frequent backwashing of filters.

      The Primacy Agency may grant additional removal credit for optimum
filtration.
      EPA intends to promulgate  National  Primary Drinking Hater Regula-
tions to regulate levels of disinfectants and disinfectant by-product when
It  promulgates  disinfection  requirements  for  ground  water  systems
(anticipated  in 1992).    EPA  1s  concerned  that  changes required  In
utilities' disinfection practices to meet the required inactivations for
the SHTR  might  be  Inconsistent with  treatment changes  needed to comply
with  the forthcoming  regulations  for  disinfectants  and  disinfection
by-products.   For  this  reason, the EPA  Is allowing  Primacy Agencies
discretion in determining the level  of disinfection required for filtered
systems to meet the overall treatment performance requirements specified
in the rule or recommended based on source water quality.
      During the Interim period, prior to promulgation of the disinfection
by-product regulation,  EPA recommends that the Primacy Agency allow more
credit for  fiiardla  cyst and virus  removal than  generally recommended.
This  Interim  level 1s  recommended  in  cases where  the  Primacy  Agency
determines that a  system  1s not currently  at  a significant  risk  from
microbiological concerns at  the  existing  level of disinfection and  that

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a deferral is necessary for the system to upgrade its disinfection process
to optimally achieve compliance with the SHTR as well as the forthcoming
disinfection  by-product  regulations.     Section  5.5.3   presents  some
guidelines for establishing interim disinfection requirements.
                                 7 - 10

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                         8.   PUBLIC NOTIFICATION

      The SHTR specifies that the public notification requirements of the
Safe Drinking Mater Act (SDWA) and the implementing regulations of 40 CFR
Paragraph  141.32 lust  be followed.   These  regulations divide  public
notification  requirements  into two tiers.   These tiers are  defined as
follows:
      1.    Tier Is
            a.    Failure to comply with MCL
            b.    Failure to comply with prescribed treatment.technique
            c.    Failure to comply with a variance or exemption schedule
      2.    Tier 2:
            a.    Failure to comply with monitoring requirements
            b.    Failure to  comply with  a  testing procedure prescribed
                  by a NPDWR
            c.    Operating  under  a  variance/exemption.   This  is  not
                  considered  a  violation  but  public  .notification  is
                  required.
      The  SHTR classifies  violations of  Sections   141.70,  141.71(c),
141.72 and 141.73 (i.e., treatment technique requirements as specified in
Section 141.76) as Tier 1 violations and violations of Section 141.74 as
Tier 2 violations.   Violations of 141.75 (reporting requirements) do not
require public notification.
      There are certain general requirements which all public notices must
meet.   All  notices must provide  a clear and  readily  understandable
explanation of the  violation,  any potential adverse health effects, the
population  at risk,  the  steps   the  system  is taking  to correct  the
violation, the necessity of seeking alternate water supplies (if any) and
any preventative measures  the  consumer should take.  -The notice must be
conspicuous, not contain any unduly technical language, unduly small print
or similar problems.  The notice  must Include the  telephone number of the
owner or operator or designee  of the public water system as a source of
additional information  concerning the violation where appropriate.   The
notice must be bi- or multilingual if appropriate.
      In  addition,  the  public   notification  rule  requires  that  when
providing information  on potential adverse health effects in Tier 1 public

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notices  and in  notices on  the  granting and  continued  existence of  a
variance or exemption, the owner or operator of a public water system must
Include  certain mandatory health effects  language,   for  violations  of

treatment  technique requirements for  filtration and disinfection,  the
mandatory health effects'language is:
      Microbiological Contaminants

The  United  States  Environmental  Protection  Agency (EPA)  sets  drinking
water standards and has determined that microbiological  contaminants are
a health concern at certain levels of exposure.   If water is inadequately
treated, microbiological  contaminants  In that water nay  cause  disease.
Disease  symptoms may  include diarrhea,  cramps,  nausea,  and  possibly
Jaundice and any associated headaches,  and  fatigue.   These  symptoms,
however,  are  not 'just  associated  with disease-causing  organisms  in
drinking water, but also may be caused by a number of factors other than
your drinking water.   EPA  has  set enforceable requirements for treating
drinking water to  reduce the risk of  these  adverse  health  effects.
Treatment such as filtering and disinfecting the water removes or destroys
microbiological contaminants.  Drinking water which Is treated to meet EPA
requirements is associated with little  to none of this risk and should be
considered safe.
      Further, the owner or operator of a community water system must give
a copy of  the most recent notice  for any Tier 1 violations to  all  new

billing units or hookups prior to or at the time service begins.
      The medium for  performing public  notification  and  the time period
in which notification must be sent varies with the type of violation and

is specified in Section 141.32.  For Tier 1 violations (I.e., violations

of Sections 141.70, 141.71, 141.72 and 141.73), the owner or operator of

a public water system must give notice;
      1.     By publication in a local  daily newspaper as soon as possible
            but in  no case  later  than 14 days  after the  violation  or
            failure.  If the  area  does  not have  a daily newspaper,  then
            notice shall be given by publication  in a weekly newspaper of
            general circulation in the area,  and

      2.     By either direct mail delivery or hand delivery of the notice,
            either by itself or with the water bill not  later than 45 days
            after the violation or  failure.  The Primacy Agency may waive
            this requirement if it determines that the owner or operator
            has corrected the violation within the 45 days.
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        Although the SWTR does not specify any acute violations, the Primacy
  Agency My specify some Tier 1 violations as posing  an acute risk to human
  health;  for example these violations may Include:
        1.    A waterborne disease outbreak in an unfiltered supply.
        2.    Turbidity of the water prior to disinfection of an unfiltered
              supply or the turbidity of filtered water exceeds 5 NTU at any
              tine.
        3.    Failure to  Maintain a disinfectant  residual of  at  least 0.2
              mg/1 in the water  being delivered to the distribution system.

  For  these  violations  or any  others  defined by the  Primacy Agency  as
  "acute" violations, the system must  furnish  a  copy of  the notice to the
  radio and television stations  serving the  area as soon as possible but in
  no case later than 72 hours after the violation.  Depending upon circum-
.  stances particular to the system,  as determined by the Primacy Agency, the
  notice nay instruct that all water should  be boiled prior to consumption.
        Following the initial notice, the owner or operator must give notice
  at least once  every three months by mail  delivery  (either  by  itself or.
  with the water bill),  or by hand  delivery, for as  long as the violation
  or failure exists.
        There are two variations on these requirements.   First,  the owner
  or operator of a community water  system in an area not served by a daily
  or weekly newspaper must give notice within 14 days after the violation
  by hand delivery or continuous posting of a notice  of the  violation.  The
  notice must be in  a conspicuous place in the area served by the system and
  must  continue for  as  long as  the  violation  exists.   Notice  by hand
  delivery must be repeated at least every three  months for  the duration of
  the violation.
        Secondly, the owner or operator of a noncommunitv  water system
  (i.e.,  one serving  a  transitory population)  nay  give  notice  by hand
  delivery or continuous posting of the notice in conspicuous places in the
  area served by the system.  Notice must be given within  14 days after the
  violation.  If notice  is  given by posting, then it must continue as long
                                    8 - 3

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as the violation exists.  Notice given by hand delivery must be repeated
at least tvery thrtt months for as long as the violation exists.
      For Tier 2 violations  (i.e., violations of 40 CFR 141.74, analytical
and  monitoring  requirements)  notice must  bt given within  three  months
after  the violation  by  publication  in  a daily  newspaper of/general
circulation,  or  if there  is  no daily  newspaper, then   in  a  weekly
newspaper.  In addition, the owner or operator shall give notice by mail
(either by itself  or with the water bill) or by hand  delivery  at least
once every three months  for as  long as  the violation exists.   Notice of
a variance or exemption must be given every three months from the date it
is granted for as long as it remains in effect.
      If the area is not served by a daily  or weekly newspaper, the owner
or operator of  a community water system must give  notice  by continuous
posting in conspicuous places  In the area served by the  system.  This must
continue  as  long  as  the violation does  or  the  variance  or  exemption
remains in effect.   Notice by  hand delivery oust  be  repeated  at least
every three months  for the duration of  the violation or the variance of
exemption.
      For noncommunity water systems,  the owner or  operator  may  give
notice by  hand delivery or continuous  posting in conspicuous places;
beginning within 3 months of the violation or the variance or exemption.
Posting must continue  for the duration of the  violation or variance or
exemption and notice  by hand delivery  must  be repeated at  least every
3 months during this period.
      The Primacy Agency nay allow for owner or operator to provide less
frequent  notice for  minor monitoring  violations   (as  defined,  by  the
Primacy Agency  if  EPA  has  approved  the  Primacy  Agency's  substitute
requirements contained in a program revision application).
      To provide further assistance in preparing public notices, several
examples have been  provided.   However, each  situation  fs  different and
may call  for  differences in  the  content  and tone  of  the notice.   All
notices must comply with the general requirements specified above.
                                  8 - 4

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        1 - Tier 1 Violation-UnfilteVeJ

      Following  Is  in example  of  •  Tier  1  violation  which  may be
considered by the Primacy Agency to pose an acute risk to human health.
      A system which does  not apply filtration experiences a breakdown in
the chlorine feed systems  and the switchover system falls to activate the
backup systems.  A number  of hours pass before the operator discovers the
malfunction.  The operator,  upon discovery of the malfunction, contacts

the local television and radio stations and announces  that the  public is
receiving untreated water.  The announcement  may  read  as follows:
      We  have Just  received word  from the Aswan  Nater  Board  that  a
      malfunction of the disinfection system has  allowed untreated  water
      to pass Into the distribution system.  Thus, this system  providing
      drinking water is in violation of a treatment technique requirement.
      The  United  States   Environmental  Protection  Agency  (EPA)   sets
      drinking water  standards  and has determined that microbiological
      contaminants are a  health  concern at certain levels  of  exposure.
      If water is  inadequately treated, microbiological  contaminants in
      that  water  may cause disease.   Disease symptoms  may  include
      diarrhea, cramps, nausea,  and possibly jaundice  and any associated
      headaches,  and  fatigue.    These symptoms,   however,  are  not  Just
      associated with  disease-causing organisms  in drinking water,  but
      also may be caused by a number of factors other  than your drinking
      water.  EPA has set enforceable requirements for treating drinking
      water to reduce the  risk of these adverse health effects.  Treatment
      such as  filtering and disinfecting the water removes  or destroys
      microbiological contaminants.   Drinking water which is treated to
      meet EPA requirements is associated with little to none of this risk
      and should be considered safe.

      The temporary  breakdown  in  disinfection may  have  allowed micro-
      organisms to pass into the distribution  system.   The operation of
      the system has  been restored so that no further contamination of
      the distribution system will  occur.   Any  further changes  will  be
      announced.

      Additional   Information  is  available  at   the  following  number:
      235-HATER.

      A direct mailing of the  notice is provided within  45 days of the
      occurrence.


Example 2 - Tier 1 Violation-Unfiltered Supply

      Following  is  an example  of  a  Tier  1  violation  which  may  be
considered by the Primacy Agency to pose an acute risk to human health.
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      A  system supplies in unfiltered  surface  water to its customers.      *   '
During • period of unusually heavy  rains  caused  by a hurricane in the
area, the turbidity of the water exceeds § NTU.  The turbidity data during
which the heavy rains occur is as follows:
      Dav 1 NTU     Dav 2 NTU     Dav 3 NTU     Dav  4 NTU    Day S  NTU

         0.4              O.I        0.7            0.7              7.6         4
         0.4              0.5        0.4            7.6              3.1
         0.5              0.5        0.4          11.3              2.7
         0.7              0.4        0.5            9.6              0.7
         1.1              0.4        0.4            7.2              0.8
         0.9              0.6        0.6            5.0              0.5


      The following public notice was prepared and submitted to  the local

newspaper, television  and  radio stations within  72  hours  of the first
turbidity exceedence of 5 NTU.

      The occurrence of heavy  rains  in our watershed is causing  a rise  in
      the turbidity of  the  drinking water supplied by Fairfax Water
      Company.

      Turbidity is a measurement of particulate natter in water.  It  is
      of  significance  in  drinking  water  because  irregularly shaped
      particles can both harbor microorganisms and  interfere directly  with
      disinfection which destroys microorganisms.  While the  particles
      causing the  turbidity may not be  harmful or  even visible at the
      concentrations measured,  the  net  effect of a  turbid water is  to
      increase the survival rate of microorganisms  contained in the water.
      This is  of  concern because several  diseases  are  associated  with         *
      waterborne microorganisms.

      Because of  the high turbidity  levels, the Fairfax  system is  in
      violation of a  treatment requirement  set  by  the  Environmental
      Protection Agency (EPA)»

      The United   States  Environmental  Protection  Agency  (EPA)   sets
      drinking water  standards  and  has determined that  microbiological
      contaminants are a health concern at certain levels of  exposure.
      If water 1s  inadequately  treated,  microbiological  contaminants  in
      that water   may cause  disease.    Disease  symptoms  may  Include
      diarrhea, cramps, nausea,  and  possibly Jaundice and any associated
      headaches, and  fatigue.    These  symptoms,  however,  are  not  just
      associated with  disease-causing organisms  in  drinking water, but
      also may be caused by a number of factors  other than  your drinking
      water.   EPA has set entorceable requirements for treating drinking
      water to reduce the risk of these adverse health effects.  Treatment
      such as filtering  and  disinfecting the water removes  or  destroys
   .   microbiological contaminants.   Drinking water which  is treated  to


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      Mtt EPA requirements is associated with little to none of this risk
      and should be considered safe.
      In  order to  protect yourself  from illness,  all  water from the
      Fairfax system used for drinking,  cooking and washing dishes should
      be boiled at a rolling boil for one minute.
      The system is being  closely monitored and  a notice will  be Issued
      when the water returns to  an acceptable quality and no longer needs
      to be boiled.
      The utility continues sampling the distribution system.for chlorine
residual and total conforms, and initiates measurement of the HPCs in the
distribution system.  The notice is lifted when all the following are met:
        -   The historical (prior to high turbidity) disinfectant residual
            concentration is reestablished in the distribution  system.
            The total coilform requirements are met.
        -   The HPC count is <500/mU
        -   The turbidity of the raw water is less thin 5 MTU.

The Primacy Agency most decide  whether the turbidity event was unusual  or
unpredictable and whether filtration should be installed.

Example 3 - Tier | Violation - F_iUered Supply
      A conventional  treatment plant  is  treating  a  surface water.   A
malfunctioning alum feed system resulted in an increase of  the filter
effluent turbidities.  The effluent turbidity was between 0.5 and 1.0 NTU
in 20 percent of the samples for the month.  The utility.issued a notice
which was published  In  a local daily newspaper within 14 days after the
violation.  The notice  read as follows*
      During  the  previous  month,  the  Baltic  Water  Treatment  Plant
      experienced  difficulties with  the chemical  feed system.    The
      malfunctions caused an effluent turbidity level  above  0.5 NTU in 20
      percent  of the  samples  for the month.   The current  treatment
      standards require that the turbidity must  be less than 0.5 NTU in
      95 percent of the  monthly samples.  The Baltic drinking water system
      has thus been in  violation of a treatment technique requirement.
      The  United  States  Environmental   Protection  Agency (EPA]  sets
      drinking water  standards and has determined  that microbiological

                                 8-7

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contaminants  are a health concern at  certain  levels  of exposure.
If water Is Inadequately treated,  microbiological  contaminants in
.that 'water  may  cause  disease.    Disease  symptoms  may  Include
diarrhea, cramps,  nausea, and possibly jaundice and any associated
headaches,  and  fatigue.   These symptoms,  however,  are  not  just
associated  with disease-causing organisms In  drinking  water,  but
also may be caused'by  a  number of factors other than your.drinking
water.   EPA has  set enforceable requirements for treating drinking
water to reduce the risk  of these adverse health effects.  Treatment
such  as filtering and disinfecting the  water  removes  or destroys
microbiological  contaminants.   Drinking  water  which  is treated to
meet EPA requirements Is  associated with little to none of this risk
and should be considered safe.                        -

The chemical, feed and switchover components of the  system have been
repaired and  -are in working order and turbidity levels are meeting
the standard.   It is  unlikely  that illness will  result  from the
turbidity  exceedences  previously  mentioned  because  continuous
stringent disinfection conditions were in effect  and the system was
in compliance with other microbiological drinking  water standards
pertaining  to microbiological  contamination.   However,  a doctor
should  be  contacted   in  the event  of  illness.   For additional
information call,  1-800-726-WATER.
                            8 - 8

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                             9,  EXEMPTIONS


9,1   Overview of Requirements

      Section 1416 of the Safe Drinking Water Act allows a Primacy Agency

to  exempt any  public mater  system  within  its  jurisdiction  from  any
treatment technique  requirement  imposed  by a national  primary  drinking

water regulation upon a finding that:

      1.    Due  to  compelling  factors  (which  may  include   economic
            factors), the public water system is unable to comply with the
            treatment technique requirement;

      2.    The public water system was in operation on the effective date
            of the treatment technique requirement or, for a system that
            was  not  in operation  by that date,  only if no reasonable
            alternative source of drinking water is available to the new
            system; and

      3.    The granting of the exemption will not  result in an  unreason-
            able risk to health.
      If a Primacy Agency grants a public water system an exemption, the
Agency must prescribe,  at  the time the exemption is granted, a schedule

for;
      1.    Compliance  (Including  increments  of progress)  by the public
            water system with each treatment  technique requirement with
            respect to which  the exemption was granted; and

      2.    Implementation by the system of such control measures as the
            Primacy Agency may require during  the period the exemption is
            in effect.
      Before  prescribing a  schedule,  the  Primacy Agency  must  provide

notice and opportunity for a  public hearing on the schedule.  The schedule

prescribed must  require compliance by the  public  water system with the
treatment technique requirement  as  expeditiously as practicable,  but in
no case later than one year  after the exemption is issued (except that,

if the system meets certain  requirements,  the final date for compliance
may be extended for a period not to exceed three years from the date the
exemption  Is granted).   For  systems  serving  less  than  500  service
                                  9 - 1

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connections,  and meeting  certain  additional  requirements,  the  Primacy
Agency  My  renew the  exemption for  one or  more additional  two-year
periods.
      Under  the  SWTR,  no exemptions  are allowed from  the requirement to
provide  disinfection  fo.r surface  water  systems,  but  exemptions  are
available to reduce the degree of disinfection required.  Exemptions from
the filtration requirements are available.  The following sections present
guidelines for evaluating conditions  under which exemptions are appropri-
ate.

9.2   Recommended Criteria
      In order to obtain an  exemption  from the  SWTR,  a system must meet
certain minimum criteria to assure no unreasonable risk to health.  These
should  be  applied before looking  at  other  factors such  as economics..
Recommended minimum criteria for assuring no unreasonable risk to health
exists are listed below.
      Sstems which do not provide

            Practice disinfection to achieve at least a 2-log inactlvation
            of Giardla cysts; or comply with the disinfection requirements
            for the distribution  system as defined 1n Section 141.72(5)
            of the SWTR.
            Comply with the monthly conform MCLj  or provide bottled water
            (or another alternate water source) or point of use treatment
            devices for their customers  in  which  represent ive  samples
            comply  with all  the MCL National  Primary Drinking  Water
            Regulations.
      EPA recommends that in order to obtain an extension to the initial
1 year exemption  period  1n  addition  to the required elements In Section
1416, the system would need to be In  compliance with the monthly coliform
MCL, satisfy the above disinfection criteria and not have any evidence of
waterborne disease outbreaks attributable to the system at the end of that
first exemption period.   If at  any  point  during  the extended exemption
period the system did not meet these conditions, the exemption should be
withdrawn and the system should  be subject to an enforcement action.
                                  9 - 2

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      Systems.which provide filtration
            Practict disinfection to achieve at least a 0.5 log Inactiva-
            *
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       If system improvements necessary to comply with the SWTR incur costs
which  the Primacy Agency determines pose an economic barrier to acquisi-
tion   of  necessary  treatment,  the system fulfills  the  criteria  of
demonstrating  a  compelling hardship which  makes  it unable to  meet  the
treatment requirements,  'in such cases,  the  EPA believes it is reasonable
to grant an  exemption if the system also meets the criteria  in 9.4  and
9.5.
       The USEPA  document,  "Technologies  and Costs for  the Removal  of
Microbial  Contaminants  from  Potable  Hater Supplies,"  contains  costs
associated with  available  treatment  alternatives  (USEPA,  1988b).   Costs
found  in this  document,  or  those  generated  from more  site-specific
conditions, can  be  used as the  basis  for determining the ability of a
system to afford treatment.  The total  annual water production costs  per
household for a system can be estimated based on  the household water usage
and the production costs per thousand gallons.  As estimated In the above
cited  USEPA document, each cent per thousand gallons of treated water is
approximately equivalent to $1  per year per household if a household water
usage of 100,000  gallons per year is assumed.1 This estimate will need to
be adjusted according to water usage for cases where the .household usage
differs from 100,000 gallons per year.
       The  following  examples   are  presented 'to  provide  guidance  in
estimating costs  for a system to upgrade its  system or install filtration.
This cost information could be used for determining whether a system might
be eligible for an exemption.
       Example 1
      A water system which supplies an average daily flow of 0.05 mgd to
a small urban community receives  its water supply from a lake.  The system
currently  provides   disinfection with  chlorine  but  does  not  provide
filtration.  The system reviewed its source water  quality and found  the
characteristics to be as follows:
r
      This is the national average residential household consumption reported
      in:  Final Descriptive Summary - 1986 Survey of Community Hater Systems.
      October 23,  1987.  USEPA:  Office of Drinking Water.
                                  9-4

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            Total conforms         1,000/100 ml
            Turbidity               10 - 13 HTU
           • Color                   6 - 9 CU
      Based upon.the criteria In the SWTR,  this source requires filtration
and  a  review  of  the  water  quality  criteria presented  In  Table 4-2
Indicates  that    the treatment  technique best suited  to these  source
conditions Is conventional treatment.   A  conventional  package treatment
plant with a capacity of  0.068  MGO may be purchased and  put  on  line at
a cost  of  $277/househo1d-year  not Including real  estate, piping  or raw
water  pumping  costs  which  nay  be significant depending  on,the  plant
location.2   EPA  has estimated that, on average,  these costs night add
another 50% depending on site specific factors (USEPA,  1989)
      Thus the cost  estimate for Implementing  filtration  Indicates that
the  Increase  1n  the   average  annual  household  water bill  would  be
approximately $277  plus the  cost of real  estate,  piping,  and raw water
pumping as  needed.  The  Incomes of people in the community and the current
water  bills  can  be reviewed  by  the  Primacy Agency  along  with  these
estimated costs to determine  if an undue economic hardship Is Incurred by
these treatment methods.  Upon  determination that an economic hardship is
incurred,  the  Primacy  Agency  may grant  an exemption  from  filtration,
provided that the  system can assure the protection  of  the health of the
community.   However,  if the  water supply  system for a nearby community
meets the drinking water standards and  there 1s the ability to hook up to
that system, an  exemption generally  should not  be granted  unless such
costs also presented an economic hardship.
      Example ?
      A large urban community,  with a median annual Income of $25,000 per
family, 1s  supplied with water from lakes and reservoirs.  The community
places  an  average  dally demand  of 3 *gd  on  the  supply system.   The
watershed of the system is moderately populated and used for farming and
      Table  VI-3  ("Technologies  and Costs  for the  Removal of  Microbial
      Contaminants From Potable Water Supplies," USEPA, 1988b) lists the total
      costs as 277.4 cents/1000 gal.  Estimated costs for real estate, piping
      and raw water pumping as  a function of site  specific conditions are
      available 1n Table E-l, E-2, and E-3 of this same document.
                                  9-5

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grazing.   The  system  currently provides filtration  using  diatomaceous
earth filtration and disinfection with chloramines.
      A review  of the source and finished water quality was conducted to
evaluate the plant's performance.  The source water quality was determined
to be:    .
            Total coliforms         30 • 40/100 ml
            Turbidity               2 - 3 NTU
            Color                   1 - 2 CU
      Diatomaceous  earth  is  therefore an acceptable filtration method.3
However,  review of  the  finished water  showed that  a residual  in  the
distribution  system is  only maintained  80 percent  of the  time.    In
•addition to  this,  conforms  were detected in  10  percent of the samples
taken over the  twelve month period.    Inspection of  the  chlorination
equipment  showed the equipment  is deteriorated.   Review of the monthly
reports showed  that the  coliforms  appeared  in the  distribution  system
shortly after the chlorinators malfunctioned.  This observation led to the
conclusion that new disinfection facilities were needed.
      The source water quality and available  contact time after disinfec-
tion were then used  to determine the most appropriate disinfectant for the
system.   As described in  Section 5.5,  ozone,  chlorine or chlorine dioxide
can be used as primary disinfectants given these conditions.  A prelimi-
nary  review  of costs  for  applying  the  various disinfectants  .showed
chlorine to  be the most economical  at a cost of $2.8/household/year4
(USEPA,  1988b).  This  cost does not  include backup  equipment; however,
even with providing duplicate equipment doubling this cost to $5.6/house-
hold/ year,  the improvement  incurs  minimal  cost  and  the  Primacy Agency
should not grant the system an exemption based on economic hardship.
      As determined from Table 4-2 of Section 4.
      Table VI-12 (USEPA,  1988b)  lists a total cost of 2.8 cents/1000 gal for
      a plant capacity of 5.85 mgd.
            (2.8 cents^  (Sl/household-vear^ - $2.8/household-year
            (1,000 gal)   (cents/1000 gal)
                                  9-6

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9,4    Evaluationof Alternate Water Supply Sourcej
       Systems which would Incur very high  costs for Installing a required
treatment  to comply with the  SWTR,  should evaluate the  possibility  of
using  an alternate source.  These alternate sources Include:
             The use of ground water
             Connection to a nearby water purveyor
             Use of an alternate surface water supply

       When  considering  the use  of  ground  water,  the  purveyor  oust
determine the capacity of the underlying aquifer for supplying the demand.
The  water  quality characteristics of  the aquifer Must be  evaluated  to
determine what treatment nay be needed to neet existing standards.   The
cost  of the  well  construction and treatment facilities oust then  be
determined and converted Into a yearly cost per household.
       The connection to  a nearby purveyor Involves contacting the purveyor
to determine their capacity and willingness to supply the  water.  Once It
has  been  determined  that  the alternate source  meets  all  applicable
drinking water standards, the cost of the transmission lines, distribution
system, and  other  facilities (e.g. disinfection,  repumplng,  etc.)  must
then be determined and amortized Into a yearly cost per household.
       If the cost for using an  alternate  source  1s found by the Primacy
Agency to present an economic hardship, and the purveyor can demonstrate
that there will be no unreasonable risk to health, the Primacy Agency may
grant an exemption to the SWTR  for the  purveyor and develop  a schedule of
compliance.

9.5   Protection of Public Health
      Systems which apply for an exemption from the SWTR must demonstrate
to the Prlaacy Agency that  the  health of the community will  not be put at
risk by the  granting  of such  an exemption.   A system should  be able to
provide adequate protection for the public health by meeting the minimum
suggested EPA requirements  in Section 9.2.  However, a Primacy Agency may
specify additional measures  or criteria  a system must meet  to protect
public health, depending on the particular circumstances.  Systems with
currently unflltered surface water supplies which fall to  meet the source

                                  9-7

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water quality criteria will be required to install filtration as part of
their treatment process.   However, U nay take 3 to 5 years or more before
the  filtration system can be  designed,  constructed  and  begin operation,
thereby justifying  the  granting of  an  exemption.  During this  period,
possible Interim measures which the system could take to further- satisfy
the  Primacy Agency's concern include one or more of the  following:
      a.    Use of higher disinfectant dosages without exceeding the TTHM
            MCL (even for systems not currently subject  to this MCL)
      b.    Installation  of a  replacement  or additional disinfection
            system  which provides greater disinfection efficiency  and
            which can be integrated into the new filtration plant
      c.    Increasing the monitoring and  reporting to the Primacy Agency
      d.    Increasing protection of the watershed
      e.    Increasing the frequency of sanitary surveys
      f.    Temporarily purchasing water from a nearby water  system
      g.    For  small  systems,  temporary  installation  of  a  mobile
            filtration (package) plant                     .
      h.    Increasing contact time by rerouting water through reservoirs

      In some cases  systems may be able  to  increase  their disinfection
dosages during the interim period to provide additional protection against
pathogenic  organisms.    This   alternative  should  be  coupled  with  a
requirement for Increased monitoring for conforms,  HPC  and disinfectant
residual within the distribution system.  However,  disinfectant dosage
should not be increased  if  this  would result 1n a violation  of the TTHM
MCL, even for systems not currently subject to this MCL.
      Systems which  are  planning to  install  filtration may  be  able to
utilize a more efficient  disinfectant that can later be integrated into
the filter plant.  Currently ozone and chlorine dioxide are considered to
be the most efficient disinfectants.
      For all  systems which do  not meet  the source water quality criteria
aM must install filtration, EPA recommends that during the interim period
the  Primacy Agency  increase its surveillance of  the  system  and require

                                 9-8

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Increased  monitoring  and  reporting  requirements  to  assure  adequate
protection of the public health.
      Any  required  Increases   in  watershed  control  and/or   on-site
Inspections will not alleviate  the need  for more  stringent  disinfection
requirements and increased monitoring of the effectiveness of the system
employed.  Their purpose would be to identify  and  control  all sources of
contamination so that the existing system will  provide water of  the best
possible quality.
      For some systems,  It may be possible to purchase water from a nearby
system on a  temporary  basis.   This may involve no more than  the use of
existing interconnections or it  may require the Installation of temporary
connections.
      Trailer mounted  filtration units  (package  plants)  are sometimes
available from state agencies for emergencies  or may be rented or leased
from equipment manufacturers.
      Systems may  also be  required to  supply bottled water  or Install
point-of-entry (POE) treatment  devices.   For the  reasons listed below,
these alternatives  should only  be utilized if the previously mentioned
alternatives are not feasible:
            In many states  bottled water  is  subject only  to the water
            quality requirements of the FDA as a beverage and not to the
            requirements of the Safe Drinking Hater Act,
        - .  Point-of-entry treatment devices are not currently covered by
            performance or certification requirements which would assure
            their effectiveness or performance.

      If the installation of POE devices is required,  the selection of the
appropriate treatment device  should be  based  upon a laboratory  or field
scale evaluation of the devices.   A guide for testing the effectiveness
of POE units In the microbiological  purification of contaminated water is
provided in Appendix N.
      Several issues arise  with the use of POE devices.   These  include
establishing who or what agency (1)  has the  responsibility for ensuring
compliance with standards,*  (2)  retains ownership of the treatment units;
(3) performs monitoring,  analyses and maintenance;  and (4) manages the

                                  9 -  9

-------
treatment program and maintains insurance coverage for damage and liabil-
ity.  It fhould also be considered that there Is no significant increase
in risk over centrally treated water.
      These  issues  should  be borne  in mind  when POE  as a  treatment
alternative is being considered.
      Systems with currently unfiltered surface water supplies which meet
the source water  quality criteria, but do not  meet one or more of the
other requirements for watershed control, sanitary survey, compliance with
annual coll form  MCI or  disinfection  by-product regulation(s), will  be
required to install filtration unless  the deficiencies  can-be corrected
within 48 months of promulgation of the SWTR.  Interim protection measures
include those previously listed.
      Systems with currently unfiltered surface water supplies which meet
the source water quality criteria and the site specific criteria but which
do not meet  the  disinfection requirements,  will be required  to install
filtration unless the  disinfection  requirements   (adequate  CT  and/or
disinfection system redundancy) can be met.  During the interim period,
available options include:
      a.     Temporary installation of a mobile treatment plant
      b.     Temporary purchase of water from a nearby purveyor
      c.     Increased monitoring of the system'
      d.     Installation of temporary storage facilities to increase the
            disinfectant contact time

      Currently filtered  supplies which fail  to meet  the turbidity or
disinfection performance criteria presented in Section 5 will be required
to evaluate  and  upgrade their treatment  facilities in order to attain
compliance.  During the interim period available options  for improving the
finished water quality Include;   .
      a.     Use of a filter aid to improve filter effluent turbidities
      b.     Increased disinfectant dosages
      c.     The addition of an alternate disinfectant is an option after
            the disinfection by-products rule is promulgated

                                 9-10

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      d.    Reduction In filter  loading  rates  with subsequent  reduction
            In plant capacity
      e.   ' Installation  of temporary  storage  facilities  to  Increase
            disinfectant contact tine
9.6   Notification to EPA

      The SOWA requires  that each Primacy Agency which grants an exemption
notify  EPA  of the granting  of this  exemption.  The  notification  must
contain the reasons for  the exemption, including the basis for~the finding
that the  exemption will  not  result  in  an unreasonable risk  to public
health and document the need for the exemption.
                                 9-11

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REFERENCES

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                               REFERENCES


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of fiiardia Cysts and other Substances, Volume 3t  Rapid Rate Filtration.
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Ohio, April, 1985.

American  Public Health Association;  American Hater  Works  Association;
Water Pollution Control Federation.  Standard Methods  for the Examination
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American  Public Health Association;  American Hater  Works  Association;
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American Water  Works Association.   Manual  of Hater Supply Practices and
Water Ch1 orination Principles and Practices, 1973.

American Water Works Association Research Foundation  (AWWARF). A Summary
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Bader, H.;  Hoigne,  J.  Determination  of Ozone  in Water  by  the  Indigo
Method, Hater Research IS; 449-454, 1981.

Bellamy, H. D.;  Lange,  K.  P.; Hendricks, D. W. Filtration of Giardia Cysts
and  Other  Substances.   Volume 1:    Diatomaeeous   Earth  Filtration.
EPA-600/2-84-114, U.S.  Environmental Protection Agency, Cincinnati, Ohio,
1984.

Bellamy, H. D.;  Silverman, 6. P.; Hendricks, D. W, Filtration of Giardia
Cysts and Other Substances. Volume 2:  Slow  Sand Filtration.  EPA-600/2-
-85-026, U*5. Environmental  Protection Agency, MERL, Cincinnati, Ohio,
April, 1985.

Bishop, $.; Craft,  T.  F.; Fisher, 0.  R.j  Ghosh,  M.; Prendiville, P.M.;
Roberts, K. J.;  Steimle, $.; Thompson, J. The Status of Direct Filtration,
Committee Report. J.AWWA, 72{7):405-411, 1980.

Bouwer, H.  ground  Water Hydrology.  McGraw Hill Book  Co.,  Hew York,
pp. 339-356, 1978.

Brown, T. S.;  Malina, J.- F., Jr.; Moore, B.  D. Virus  Removal by Diatoma-
ceous Earth Filtration -  Part  1  & 2. J.AHWA 66(2):98-102, (12):735-738,
1974.

Buck!in, K.; Amirtharajah,  A.; Cranston, K.  Characteristics of  Initial
Effluent Quality and Its Implications for the Filter-to-Waste Procedure.
AWWA Research  Foundation Report.  November,  1988.
                                   -1-

-------
 Carlson, O.A.; Scab loom, R.H.; DeWalle, P.O.; Wetzler, T.F.; Evgeset, J.;     V
 Butler,  R.;  Hangsuthachart,  S.;  Wang, S.  Ultraviolet  Disinfection of
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 Clark, R.M.;  Regli,  S.   -A Mathematical and Statistical  Analysis for the
 Inactivation  of fiiardia lamblia by Free Chlorine.   Submitted  to the
 Journal of Environmental Science  Engineering, 1989.          .                   |

 Clark, R.; Regli,  S.;  Black,  D.  Inactivation  of Giardia lamblia by Free
 Chlorine:  A  Mathematical  Model.   Presented  at  AWWA  Water  Quality
 Technology Conference.   St. Louis, Mo., November 1988.      _

 Cleasby, J. L.; Hilmoe,  D. J.; Dimltracopoulos, C. J. Slow-Sand and Direct
 In-L1ne Filtration. of a  Surface Water. J.AWWA, 76(12) :44-55, 1984.

 DeWalle, F. B.; Engeset, J.;  Lawrence, W.   Removal of  Giardia
Cysts  by  Drinking Water  Plants.   EPA-600/S2-84-069, United  States En-
vironmental Protection Agency, MERL, Cincinnati, Ohio, May 1984.

Fox, K. R.; Miltner,  R.  J.;  Logsdon,  G.  S.;  Dicks, 0. L.; Drolet, L. F.
Pilot  Plant Exploration  of Slow Rate Filtration.  Presented  at the AWWA
Annual Conference Seminar, Las Vegas, Nevada, June 1983.

Fuji oka, R.; Kungskulniti , N.; Nakasone, S.   Evaluation of the Presence
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Geldreich, E.   Personal  communication to  Linda Averell,  Malcolm Pirnie
Engineers, Paramus, New Jersey, July 1989.

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Hendricks, D.;  Al-Ani, M.;  Bellamy, W.; Hibler, C.; McElroy, J.  Surrogate
Indicators for Assessing Removal  of  Giardia Cysts,  AWWA Water Quality
Technology Conference, 1984.

Hoff, J. C. Inactivation  of  Microbial  Agents bv Chemical Disinfectants>
EPA-600/S2-86-067, U.S. Environmental Protection Agency, Water Engineer-
ing Research  Laboratory,  Drinking Water Research Division,  Cincinnati,
Ohio, September 1986.

Hoffbuhr,  J. W.; Blair, J.; Bartleson,  M.;  Karlin,  R.  Use of Particulate
Analysis for Source  and  Water Treatment  Evaluation.   AWWA Water Quality
Technology Conference Proceedings, November 1986.

Horn,  J.  B.;   Hendricks,  D.  W.    Removals of  Giardia  Cysts  and other
Part'icles from Low Turbidity Waters Using the  Culligan Multi-Tech Filtra-

                                   -2-

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tion  System,   Engineering  Research Ctnttr,  Colorado State  University,
Unpublished, 1986.

Joost,  R.  D.j  Long,  8,  H.;  Jackson,  L.   Using  done  as a  Primary
Disinfectant for the Tucson CAP Hater Treatment  Plant,  presented at  the
IOA/PAC Ozone Conference, Monroe, MI, 1988.

Kuchta, J. M.;  States, S. J.f McNamara, A.  H.; Hadowsky, R. M.; Yee, R. B.
Susceptibility of Legionella pneumophila to Chlorine in  Tap Hater. Appl.
Environ. Mlcroblol.,  46(5): 1134-1139, 1983.

Letterman,  R. 0.  The Filtration Requirement in  the Safe Drinking Hater
Act Amendments of 1986.  U.S. EPA/AAAS Report,  August 1986.

togsdon,  6. S.;  Symons,  J.  M.:   Hoye,  Jr.,  R.  L.;  Arozarena, M. M.
Alternative Filtration Methods  for Removal  of  Giardla  Cysts and  Cyst
Model.  J.AHWA, 73:111-118, 1981.

Logsdon, G.; Thurtnan, V.;  Frindt, E.j  Stoecker, J.  Evaluating Sedimenta-
tion  and  Various  Filter Media  for  Removal  of  Siardla Cysts.   J. AHWA,
77:2:61, 1985.

Logsdon, 'G.  S.   Report for Visit to Carrollton, Georgia,  USEPA travel
report, February 12,  1987a.

Logsdon, G. S.  Comparison  of  Some  Filtration  Processes Appropriate for
Giardia Cyst Removal.  USEPA Drinking Hater Research Division; Presented
at Calgary Glardia Conference, Calgary,- Alberta,  Canada, February 23-25,
1987b.

Long, R. L.  Evaluation of  Cartridge Filters for the Removal of Glardia
Iambi la Cyst  Models  from  Drinking Hater Systems.  J.  Environ.  Health,
45(5);220-225,  1983.

Markwell, D. D., and  Shortrldge, K. F.  Possible Haterborne Transmission
and Maintenance  of  Influenza  Viruses in Domestic  Ducks.   Applied  and
Environmental Microbiology, Vol. 43, pp. 110-116, January, 1981.

Morand, J., M.,* C. R. Cobb; R. M. Clark,*  Richard, G. S.   Package Hater
Treatment Plants, Vol. 1, A performance Evaluation.  £PA-600/2-8Q-008a,
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Morand, J. M,;  Young, M.  J.   Performance Characteristics  of Package Water
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Cincinnati, Ohio,  March, 1983.

Muraca, P.; Stout, J. E.; Yu,  V. L. Comparative  Assessment of Chlorine,
Heat, Ozone, and  UV  Light  for Killing LegionelU  oneumoohna  Hithin a
Model Plumbing System. AppU Environ. MicrobloU, 53(2)-.447-453, 1987.

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                                  -3-

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 Health  Programs.  Washington Department of  Social  and Health Services,
 August  1988.

 Poynter,  S.  F.  B.;  Slade,  J.  S.   The  Removal  of Viruses by  Slow Sand
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                      •
 R1ce,   E.W.}  Hoff,  J.C.     Inactivatlon  of  GiardU   lamb "Ha  cysts  by
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 Robeck, G. G.;  Clarke,  N.  A.;  Oostal,  K.  A.   Effectiveness of  Water
•Treatment Processes  1n  Virus Removal,   J.  AWWA, S4(10)s1275-1290,  1962.

 Robson, C.| Rice,  R.r Fujikawa,  E.j  Farver,  B.  , Status of U.S. Drinking
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 Rose, J.  Crvptosporidium  in Water;  Risk of  Protozoan Waterbome Trans-
mission.   Report prepared  for the  Office  of Drinking  Water,  U.S. EPA,
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 Rubin,  A.  Factors  Affecting  the   Inactlvation  of  Glardia  Cysts  by
Monochloramine and Comparison with other Disinfectants. Water Engineering
 Research  Laboratory, Cincinnati,  OH, March 1988a.

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Filtration in the United States.   J.AWWA, 76(12}s38-43, 1984.

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CR-813-Q24.  EPA Quarterly Report.  December  1988.

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Aqueduct  Filtration Plant,  1988.

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Supplies, 1971.

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Notification Handbook for Drinking Water Suppliers, May 1978.

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Guidelines for Applicants  for State Wellhead Protection Program Assistance
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                                  -4-

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U. S. Environmental Protection Agency, Office of Ground Hater Protection.
Guidelines for Delineation of Wellhead Protection Area, June 19875.

U. S. Environmental Protection Agency, Office of Drinking Water.  Workshop
on Emerging Technologies for Drinking Water Treatment, April, 1988a.

U.  S.  Environmental  Protection  Agency,  Office  of  Drinking  Water.
Technologies and  Costs for the  Removal  of Microbial  Contaminants from
Potable Water Supplies, October, 1988b.

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Community Water Supplies in Developing Countries.  Report of.an Interna-
tiona! Appraiser  Meeting,  Nagpur,  India,  Bulletin  Series  16,  September
15-19, 1980.
                                   -5-

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       APPENDIX A

  EPA CONSENSUS METHOD
FOR 6IARDIA CYST ANALYSIS

-------
      - FOR riAJDTA IS WATES
To O£a4>: the M>o-*&§4eup4 on tei-ttng, Jay Va4c
-------
  TESTING  FOR CI.ARDIA  IN KATg
  Methods  of  Testing  for Giardia  in Water  (Continued...)
                                                                                     O
PR1HA3T
                                                  A»O PROCESSING HETMOOS
              HETHQO
            I.
              Ctllwlom
              (47Mi*0.*iu«)

              Polycireinitt
            i. Alctt ''s
               INVESTIGATOR  (SI
              Cning I Kibltr
                   , 1954
                  r, Outrun I Htnry Eng
               1982, (unpublisntd)
            2. Pirtlculut FUtrition          Sl**"liil«
              (outaatcioyt «rtn,  sind,      Jurinu, i979
               lie.)
            4. *niemc ind Cit Ionic
                     11 il.  1983
                                            DMhS.
               IriHtr. weight Stilt UN.
               (unpuOHinia)

               »i?SI, COHS LIB,  lirklty, CA
               (unpuoliinto)
            t. mcrocorom  Tirn>.o»tB Ototn.    Jikgbewiki, trlcUon,  1179 t
                                            1985,   EPA-Cineinnni
                   C'a orlon I poljrprolyltnt)
USULTS
            S.  iao«y-T'Btrq1m liUten
            7.  Ptlhcii Cn»ttt«
            6.  filter.4tnin; Appiritut
               Mtllipori Cerp.
               (unpuDlitncd)
               DuUillt, u. of Wish.,  1982
               (unpuDlisn«d)
         untuctltful
        1 fit/am I
10 rst.  1S-1833 91!
totil.

(tntrilt; good naovtl
But poor tluition
Good ripid  rtcoviry,
but hmuio.in fulfl
utt.

Ctntnll/ unsuctssful


OvtriU ricovtry 20-801
                                            RtCOvtry 3-151
                                            Eitrte:ion m. S8S
 «iy Dt uttful  'or
 procissmg filttr
 •linings
       7S! rtcovtry
 froo orlon filttrs
                                    TAOIE 2:  DETECTION HETHQQS
                HETHOO
                                              IHVESTlCATOHStS)
                                                RESULTS
             1. tMgnofluorcsctn
                UFA
                 Rlggs, CSOHS Lib, Icrklty, CA
                 1933
    Good pnp., Cross R«
                1FA
                 Siucn, EPA-Clnclnnttt
                    l, CSOS
                                              Riggi, CSOHS
                                              Siucn, EPA-dndnnitt
                                              (unpuollsntd)
    Still undtr study



    Still undtr stuoy
13)
             2. i'.'SA r«tr.o;


             3. Brie'i^tla/P^it* Contrnt
                                                    , J. Hopttns nO.  1983
                 itK Conttniut "ttnoq
     Ftcts simplts  only


     Ongoing

-------
        FOR CIARDIA IX WATER
Methods of Testing for Giard^a in Water (Continued...!


Copies of Table 1 and Table 2 are also shown in Appendix C» along with
further detail about the methods.
                             •                                      *
EPA Consensus Method;                                             '  •

In September, 1980, the IPA convened a workshop on Giardia methodology in
Cincinnati.  Its main purpose was to identify the best available methodology,
and to agree on a reference method.  The five labs in attendance recognized
that any proposed method would be based in large part on opinions and persona:
preferences rather than on hard data, but that agreeing on a consensus method
would promote uniformity and provide a basis for future comparisons.  Cur
lab has modified the EPA consensus method slightly for our use.  This methed
is outlined below.
                        Filter unwound  into quarters

                                     v
                Rinsed in distilled water with polysorbate 20
                     Settled overnight,  or  centrifuged
                                     I
               Collect sediment  and  add  2\  Formaldehyde in PBS
                     Settled overnight,  or centrifuged
                                     4   •
                            Collect  sediment
*
I S-

jcrose or
4*
<1 g.
I
ZnSOj Flotation
   gradient
                   Microscopic observation of the  entire
                  concentrate (Brightrield/Phase-contrast)

-------
            APPENDIX 8
INSTITUTIONAL CONTROL OF LEGIONELLA

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                               APPENDIX B
                   INSTITUTIONAL CONTROL  OF  LEGIQN^LLA

      Leglonella is a genus name for bacteria commonly  found  in lake and
river waters.   Some species of  this  genus  have been Identified as the
cause of the disease legionellosis.  In particular, Leqlonella  pneumophila
has been Identified as  the cause of Legionnaires  disease, the pneumonia
form of  leglonellosls and  with  Pontlac  Fever,  a nonpneumonia disease.
Outbreaks of leglonellosls are primarily associated with Inhalation of
water  aerosols  or,  less  commonly,  with  drinking  water  containing
Leglonclla bacteria with  specific  virulence factors  not yet  Identified.
Foodbome outbreaks have not been reported  (USEPA, 1985).
      As discussed 1n  this document, treatment requirements for disinfec-
tion of a municipal water supply are thought to provide at least  a  3 log
reduction of Leglonella  bacteria  (see Section 3.2.2).   However,  some
recontamlnatlon  may  occur  1n  the  distribution  system  due  to  cross
connections  and  during  Installation and  repair of water mains.  It has
been hypotheslied  that the low  concentrations  of  Leglonella  entering
buildings due to  these  sources may  colonize and  regrow in hot  water
systems  (USEPA,  1985).    Although  all  of the  criteria required for
colonization are not known,  large Institutions, such  as hospitals, hotels,
and public buildings with redrculating hot water systems  seem  to be the
most susceptible.  The control  of Leglonella 1n health care Institutions,
such  as  hospitals,   1s  particularly  Important  due to  the  Increased
susceptibility of many of the patients.   The colonization and  growth  of
leyionella  1n drinking  water  primarily occurs  within  the consumer's
plumbing  systems  after  the  water  leaves  the  distribution  system..
Therefore,   the  control  of these organisms  wist  be  the consumer's
responsibility.  This appendix  Is  Intended  to provide  guidance to  these
Institutions for the detection and control  of the Leglonella bacteria.

B.I   MONITORING

      It  Is  suggested   that  hospitals,  and  other Institutions   with
potential for the  growth  of Leg1one!la. conduct routine monitoring  of

                                   B-l

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  their hot water systems at least quarterly.1   The analytical  procedures
  for  the detection  of  these  organisms can  be found  1n Section  912.1
  •Leplonellaceae" of the 16th edition of Standard Methods.  Samples should
  be taken at,  or closely following, the hot water  storage  reservoir and
  from a number of shower heads.   It 1s recommended that  showers with the
  least frequent  usage be included in  the  sampling program.   Follow-up
  testing 1s suggested for all positive Indications prior to the Initiation
  of any remedial  measures. If the the presence of Leo lone 11 a 1s confirmed,
  then  remedial  measures should  be  taken.   .Although  the  regrowth  of
  Lepionella is commonly  associated with hot water  systems,  hot  and cold
  water interconnections may provide a pathway for cross contamination.  For
  this reason,  systems detecting Leqlonella in hot water systems should also
  monitor their cold water systems.

  B.2   TREATMENT

        Because the  primary  route  of  exposure to Leoionella  is  probably
  Inhalation,  rather  than ingestlon, it  Is  recommended that  disinfection
  procedures include an Initial shock treatment period to disinfect shower
  heads and hot water taps where the bacteria may colonize and later become
  airborne. The shock treatment period should also include disinfection of
  hot water tanks.  After this time, a point-of entry treatment system can
  be installed to provide continual disinfection of the hot water system.

        B.2.1   Initial Disinfection
        The most applicable method  for the  initial  disinfection of shower
  heads and water  taps 1s  heat eradication.  The fittings can be removed and
  held at  temperatures greater than 60 C for at least 24 hours.  Disinfec-
  tion of  fittings can also be achieved by soaking or rinsing with a strong
  chlorine solution.   When soaking the fittings,  a minimum chlorine strength
  of 50 mg/L should be used fora period of no less than 3 hours.  Rinsing
Monitoring frequency based on the reported rate of Legionella regrowth observed
during disinfection studies (USEPA, 1985).
                                     B-2

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with chlorine should be performed with *ore concentrated solutions.  Care
must  be taken  not to  corrode  the  finished surface  on the  fittings.,
Commercially available bleaches, for example, are typically 5.25 percent
chlorine by weight.
      8.2.2  to^g-Terro Disinfection,
      Heat - Numerous  studies have shown that Increasing the hot  water
temperature to 50 - 70 C over a period of several hours nay help to reduce
and Inhibit Uglonella populations.  However, some Instances of  regrowth
after 3 to 6 months have been  reported.   In these cases, the authors have
concluded that a periodic schedule of  short-term temperature elevation In
the hot water may  be an  effective control  against leglonellosls (USEPA,
1985; Muraca, 1986).  Disinfection by this method also requires  periodic
flushing  of  faucets and  shower  heads  with  hot  water.   Although  heat
eradication is easily Implemented and  relatively inexpensive, a disadvan-
tage 1s the potential need for periodic disinfection.  The potential for
scalding from the unusually hot water also exists  (USEPA, 1985; Muraca, et
al. 1986),
      Cfilori nation - Several studies have suggested that a free chlorine
residual of 4 mg/L will eradicate Leglonella growth.  There is,  however,
a  possibility  for recont ami nation  in  areas  of the  system where the
chlorine residual drops below this level.  A  stringent monitoring program
is therefore required  to ensure that the proper residual  is maintained
throughout the system and under varying flow conditions.  It may also be
necessary to apply a large  initial  chlorine  dose to maintain the 4 mg/L
residual.  This  may cause problems of  pipe  corrosion  and,  depending on
water quality, high levels of trihalomethanes  (THMs).
      Ozone •  Ozone  Is  the most powerful oxidant  used  in  the   potable
water Industry. One study Indicated that an  ozone dosage of 1 to 2 mg/L
was sufficient to provide a  5  log reduction of  Legionella (Muraca, et al.
1986) .  Ozone is  generated by passing a high voltage current -of electrici-
ty through  a stream  of dry  air or  oxygen.  The  use of  high voltage
electricity  requires  proper  handling  to   avoid  creating  hazardous
conditions.  The ozone  is applied by bubbling the ozone containing gas
through the water  in a chamber called a contactor.

                                   B-3

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      One  of the disadvantages  of this system  is  its complexity.   It
requires a dry air or oxygen source, a generator,  and a contactor sized to
provide 2 to 5 minutes of contact tine and  an ambient ozone monitor.  All
materials in contact with the ozone must be constructed of special ozone
resistant materials to prevent leakage.  Leak detection is also required
because of the toxic nature of ozone and possible explosive conditions if
pure oxygen is used for generation.                                   ,
      Another  disadvantage  of ozonation is  the rapid decomposition  of
ozone residuals.  The  half-life  of ozone in  drinking water is typically
around  10  minutes. '  This  makes  it  difficult,  if not   impossible,  to
maintain a residual  throughout the water system and may require the use of
a supplementary disinfectant such as chlorine or heat.  For these reasons
it is not thought that ozonation is viable for Institutional applications.
      Ultraviolet  Irradiation -  Ultraviolet  (UV)  light,   in  the  254
nanometer wavelength range   can  be used as  a  disinfectant.   UV systems
typically contain low-pressure mercury vapor lamps to  maximize output in
the 254 nrn  range.  Water entering the unit passes through a clear cylinder
while the lamp is on, exposing bacteria to the UV light.  Because UV light
can  not  pass  through  ordinary  window glass, special  glass or  quartz
sleeves are used to assure adequate exposure.                      .
      The intensity  of  UV irradiation is measured  in microwatt-seconds per
square centimeter (uW-s/cra2).   Several studies have shown  a 90 percent
reduction of Leqionella with a UV dosage of 1000 - 3000 uH-s/cm2, compared
to 2000 to 5000 uH-s/ci2 for E. coll. Salmonella and Psei|do«ionas (USEPA,
1985).  In  another study,  a 5  log reduction of  Legionella was achieved at
30,000 uW-s/cm2;  and the reduction was more rapid than with both ozone and
chlorine disinfection (Muraca, et al. 1986).
      The major advantage of UV disinfection Is that it does not require
the addition of chemicals.   This  eliminates the storage and feed problems
associated with the  use of chlorine, chlorine dioxide and ch lor amines.  In
addition,  the only maintenance required is periodic cleaning of the quartz'
sleeve and replacement of bulbs.   UV monitors are available which measure
the light intensity reaching the water and provides a signal to the user
when maintenance 1s required.  These monitors are strongly suggested for
any application of UV irradiation for disinfection.   It should be noted,

                                   B-4

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 however,  thit thtse monitors  measure  light intensity which may  not  be
 directly  related  to  disinfection efficiency.    The UV  lamps  should
 therefore not be operated past the manufacturers use rating  even, with a
 continuous UV monitor  installed.
      Another disadvantage of UV disinfection,  as with donation, is that
 a residual is not provided. A supplementary disinfectant may therefore be
 required  to  provide  protection  throughout the system.  . In  addition-,
 turbidity may interfere with UV disinfection by blocking  the "passage of
 light to the  microorganisms.

 1.3   OTHER CONTROL METHODS

      In addition to chemical  and heat disinfection, there  are system
 modifications  which can  be made  to  inhibit  Leglone11 a  growth.   Many
 Institutions have large hot water tanks  heated  by coils located midway in
 the tank.  This type of design may result in areas near the bottom of the
 tank which are not hot enough to  kill  Lefienella.   Designing tanks for
 more even distribution of heat may help  limit bacterial colonization,  in
 addition, sediment  build-up in  the bottom of  storage tanks  provides a
 surface for colonization.   Periodic draining and cleaning may therefore
 help control  growth.   Additionally,  other studies have found  that hot
 water systems with stand-by hot water tanks used for meeting peak demands,
 still tested  positive  for Legionella  despite using elevated temperature
 (5S C) and chlorlnation  (2 ppm) (Fisher-Hoch,   et  al.  1984.)   Stringent
 procedures for the cleaning,  disinfection and Monitoring of these stagnant
 tanks should be set up and followed on a regular basis.
      In another study,  it  was  reported that  black  rubber  washers and
 gaskets supported Legionella growth by providing habitats protected from
 heat and chlorine.  It was found,  after replacement  of the black rubber
washers with  Proteus 80  compound  washers,  that it was not  possible to.
 detect Legionella from any of the  fixtures  (Colboume, et al. 1984).
                                   8-5

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                                                                              r>
B.4   CONCLUSIONS

      Leglonella bacteria have been  Identified as the cause of the disease
1eg1one11os1s, of  which the most serious form  1s  Legionnaires  Disease.
Although conventional water treatment practices  are sufficient to provide        "f
disinfection of  Leglonella.  regrowth In buildings with  large hot  water.
heaters,  and  especially  with  redrculatlng hot  water systems,  1s  a        -*'
                                                                                *?Sfc -
significant problem.  This problem Is of particular concern to-health care        -~
Institutions, such as hospitals, where patients may be more susceptible to
the disease.
      This  guideline suggests  a program  of  quarterly monitoring  for
Legionella.  If the monitoring program suggests a potential  problem with
these organisms,  a two stage disinfection program 1s suggested consisting
of an Initial  period  of shock treatment followed by long term disinfec-
tion.
      Four methods  of disinfection  for the control of  Leqionella were   .
presented In this appendix; heat, chlorlnation, ozohation, and ultraviolet
Irradiation.   All  four  of the methods  have  proven  effective in killing
legionella.    Ultraviolet  Irradiation  and heat  eradication  are  the
suggested  methods   of  disinfection  due,  primarily,  to  advantages  in
monitoring  and maintenance.   However, site  specific  factors'  may make
chlorlnation or  ozonation more feasible  for certain applications.   In
addition, it 1s recommended that all outlets, fixtures and shower heads be
inspected and all black  rubber washers and gaskets replaced with materials
which do not support the growth of Legionella organisms.
      One  problem  associated with  the  application  of  point-of-entry
treatment  systems  Is the lack of  an  approved program for certifying.
performance claims.   However,  the  National  Sanitation  Foundation (NSF),
Ann Arbor,  MI an  unofficial,  non-profit organization, does have  a testing
program to  verify disinfection efficiencies and materials of construction.
Certification by the NSF,  or other equivalent organizations, Is desirable
when selecting a treatment system.
                                   8-6

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          APPENDIX C

DETERMINATION OF DISINFECTANT
        CONTACT TIHE

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                               APPENDIX C
               DETERMINATION OF DISINFECTANT CONTACT TIME

      As indicated 1n Section 3,  for pipelines, ill fluid passing through
the pipe is assumed to have a detention tine equal to the theoretical  or
nean residence time at a particular flow rate. However, In nixing basins,
storage reservoirs,  and  other treatment plant process units,  utilities
will be required to determine the contact tine for the calculation of  CT
through tracer studies or other nethods approved by the Primary Agency.
      For  the purpose of  determining  compliance with the  disinfection
requirements  of the  SWTR,  the contact  time  of nixing basins and storage
reservoirs used in calculating CT should be the detention tine at which  90
percent of the water passing through the  unit  1s  retained within the
basin.   This detention time was designated as  T10  according to the
convention adopted by Thirumurthi (1969).  A profile of the flow through
the basin  over time  can  be  generated  by  tracer studies.   Information
provided by these studies Is used for estimating  the detention  time, T10,
for the purpose of calculating CT.
      This  appendix 1s  divided  into two sections.   The first section
presents a brief  synopsis  of tracer  study  methods,  procedures, and data
evaluation.   In addition,   examples  are presented  for conducting hypo-
thetical tracer studies  to determine the Tlo contact  time in a clearwell.
The second section presents  a method of  determining T,Q from theoretical
detention  times  In  systems  where It  is impractical to  conduct tracer
studies.

C.I  Tracer Studies
      C.I.I   Flow conditions
      Although detention tine is  proportional to flow, it  is  not generally
a  linear  function.   Therefore,  tracer studies are  needed  to establish
detention  tines  for  the  range  of  flow rates  experienced  within each
disinfectant  section.
      As discussed in Section 3.2, a single flow rate may not characterize
the  flow  through  the entire system.   With a  series   of reservoirs,
                                   C-l

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clearwells, and storage tanks flow will vary between each portion of the
system.
      In filter  plants,  the plant  flow is relatively uniform  from the
Intake  through  the filters.   An  Increase or  reduction in the  Intake
pumping capacity will  Impart  a proportional change in flow through each
process unit prior to and including the filters.  Therefore, at a constant
Intake pumping rate flow variations between disinfectant sections within
a treatment plant, excluding clearwells, are likely to be small, and the
the design capacity of  the plant,  or plant flow, can  be considered the
nominal flow rate through each individual process unit within the plant.
Clearwells may operate  at a  different flow rate than the rest  of the
plant, depending on the pumping capacity.
      Ideally, tracer tests should be performed for at  least  four flow
rates that span  the entire range of flow for the section being tested.
The flow rates should be separated by  approximately equal  intervals to
span the range of operation, with one near average flow, two greater than
average, and  one  less  than  average  flow.   The flows  should also be
selected so that  the highest test flow rate is at leaste 91 percent of the
highest flow  rate expected to ever occur  in that  section.   Four data
points will assure a good definition of the section's hydraulic profile.
      The results of the tracer tests performed for different flow rates
should be  used to generate plots  of  T10 vs.  Q  for each  section  in the
system.  A  smooth line is drawn through the points on each graph to create
a curve from which T10 may be read for the corresponding Q at peak hourly
flow conditions.  This  procedure is presented in Section C.I.8.
      It may not be practical  for all systems to conduct studies at four
flow rates.  The number of tracer tests that are practical to conduct is
dependent on  site-specific  restrictions and resources available  to the.
system.  Systems with  limited  resources can conduct  a minimum  of one
tracer test for each disinfectant section at a flow rate  of not less than
91 percent  of the highest flow rate experienced  at that section.  If only
one tracer test  is performed,  the  detention time determined by the test
may be used to provide a conservative estimate in CT calculations for that
section for all  flow  rates less than  or equal  to the tracer  test flow
rate.  T10  is  1nyffrsg1v proportional to flow rate, therefore, the T10 at a
                                   C-2

-------
 flow rate other than that which the tracer study was conducted (T,fl$) can
 be determined by multiplying the T,c fro* the tracer study (T,OT) by the
 ratio of the tracer study flow rate to the desired  flow rate, I.e.,
                         T,fl$  -  T,OT  X QT/Q0 where
       TIOS " TIO at system flow  rate
       Tw • Tio at ftcer flow  rate
       QT   • tracer  study flow  rate
       QD   • system  flow rate

       The most accurate tracer test results are obtained when  flow is
 constant  through  the section during the course of the test.   Therefore,
 the  tracer  study  should  be  conducted  at  a  constant  flow  whenever
 practical.   For a treatment  plant  consisting  of two or more equivalent
 process trains, a constant flow tracer test can be performed on a section
 of the plant by holding the flow through one of the  trains constant while
 operating the parallel train(s)  to  absorb  any flow variations.   Flow
 variations during tracer tests in systems without parallel trains or with
 single clearwells and storage reservoirs are more difficult to avoid.  In
 these instances, T10 should be recorded at the  average flow rate over the
 course of the test.

       C.I.2  Other Tracer Study Considerations
       In addition to flow conditions,  detention times determined by tracer
 studies are  dependent on  the water  level  in the contact basin.   This is
 particularly pertinent to  storage tanks, reservoirs,  and clearwells which,
 in  addition to being contact  basins  for disinfection are also often used
 as  equalization  storage   for  distribution  system  demands.     In  such
 instances, the  water levels  in the reservoirs vary to meet  the system
demands.  The actual  detention time of these contact  basins will also vary
depending on whether they are emptying  or filling.
      For some process  units,  especially sedimentation  basins which are
operated at a near constant level, that is, flow in equals flow out, the
detention time determined  by tracer tests  is valid for calculating CT when
the basin is operating at  water levels greater  than  or equal to the level
at which  the test was performed.   If the water level during  testing is

                                  C-3

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                   •'                 •                                         O
higher  than  the normal  operating  level,  the resulting  concentration
profile will  predict an  erroneously  high detention time.   Conversely,
extremely low water levels during testing  may lead to an overly conserva-
tive  detention  tine.    Therefore,  when  conducting a  tracer study  to
determine the detention time, a water  level  at or slightly below,'but not
above, the normal minimum operating level  1s recommended.
      For many  plants,  the water level In  a clearwell or storage  tank
varies between  high  and  low  levels  1n response to distribution  system
demands.  In such instances, In order to obtain a conservative.estimate of
the contact  time,  the  tracer study should be conducted  during a  period
when  the tank level  is falling  (flow  out greater than flow  in).   This
procedure will  provide  a detention  time for the contact basin which  1s
also  valid when  the  water level is rising  (flow out less than flow in)
from a level  which is at or above the level when the TIO was determined by
the tracer study.  Whether the  water  level  is  constant or  variable, the
tracer study  for each  section should be  repeated  for  several different
flows, as described in the previous section.
      For clearwells which are operated with extreme variations in water
level, maintaining a CT to comply with inactlvation requirements  may be
impractical.  Under such operating conditions,  a reliable detention time
1s not provided for disinfection.  However,  the system may install  a weir
to ensure a minimum water level and provide a reliable detention  time.
      Systems comprised of  storage reservoirs that experience seasonal
variations in water levels may perform tracer studies during the  various
seasonal  conditions.  For these systems, tracer tests should be conducted
at several  flow rates and representative water  levels that occur for each
seasonal  condition.  The results of these tests can be used to  develop
hydraulic profiles of the reservoir for each water  level.  These profiles'
can be plotted on the same axis  of T10  vs.  Q and may  be used for calculat-
ing CT for different water levels and flow rates.
      Detention  time may  also be  influenced  by  differences in water
temperature within the  system.   For  plants with  potential  for  thermal
stratification, additional tracer studies  are suggested  under  the various
seasonal   conditions  which  are  likely to occur.   The contact times
determined by the tracer studies under the various seasonal conditions
                                   C-4

-------
should remain valid as long as  no physical changes are Hade to the nixing
basin(s) or storage reservoir(s).
      As.defined 1n  Section 3.2.2,  the portion  of the  system with  a
measurable contact  tine  between two points of disinfection  or  residual
•onitoring  1s  referred  to  as a  section.    For systems  which  apply
dlsinfectant(s) at more than one point, or choose to profile the residual
fron  one  point of  application, tracer studies  should  be conducted  to
determine Tlo for each section  containing process unlt(s). The Tto for a
section May or nay not Include a length of pipe and 1s used along with the
residual disinfectant concentration prior to the next disinfectant appli-
cation or monitoring point to determine the CT{tlt for that section.  The
inactivatlon  ratio  for  the section  1s  then  determined.    The  total
in activation  and Tog  Inactivation  achieved  in the  system can  then  be
determined  by  summing  the  Inactivation  ratios for all  sections  as
explained in Section 3.2.2,
      For systems that  have two  or  more  units  of  identical  size  and
configuration,  tracer studies  only need to  be conducted on  one of the
units.  The  resulting graph of Tlo vs. flow can be used to determine  T10
for all identical units.
      Systems  with  more  than  one  section  in  the  treatment plant  may
determine T,9 for each section
            by  Individual tracer studies through each section, or
            by  one tracer study across the system

      If possible, tracer studies should be conducted on each section to
determine the T10 for each  section.   In order to minimize the time needed
to conduct studies on each section, the tracer studies should be started
at the last  section  of the treatment train prior to the first customer and
completed with  the  first section  of the system.  Conducting the tracer
studies in  this order will prevent the  interference of residual tracer
material with subsequent studies.
      However,  it may not  always  be  practical  for systems  to conduct.
tracer studies for each section because of time and manpower constraints.
In these cases, one tracer study may be used to determine the TIQ values
                                   C-5

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for all of the  sections  at  one flow rate.  This procedure  Involves  the
following steps:
        1*  Add tracer at the beginning of the furthest upstream disinfec-
            tion section.
        2.  Measure the  tracer concentration at the end of each disinfec-
            tion section.
        3.  Determine the Tlo to each monitoring point as outlined 1n  the
            data evaluation examples presented In Section C.I.7.
        4.  Subtract T,0 values of each of the upstream sections from  the
            overall T10  value  to determine the  Tlo  of each  "downstream
            section.

      This approach  is  valid  for  a series of  two or more consecutive
sections as long as all  process units within the sections experience  the
same flow condition.  This  approach 1s  Illustrated by  Hudson (1975)  In
which  step-dose tracer  tests were  employed  to  evaluate  the  baffling
characteristics of flocculators and settling basins at  six water treatment
plants.  At one plant, tracer chemical was added to the rapid mix, which
represented the beginning of the furthest upstream disinfection section in
the system.   Samples were  collected from the flocculator  and settling
basin outlets and analyzed to determine the residence-time characteristics
for each section.  Tracer measurements at the flocculator outlet indicated
an approximate T10  of 5  minutes through the rapid mix, 1nterbas1n piping
and flocculator. Based on tracer concentration monitoring at the settling
basin  outlet,  an  approximate  T,0 of  70 minutes was  determined  for  the
combined sections,  Including the rapid  mix,  Interbasln piping,  floccu-
lator, and settling basin.  The flocculator T,0 of 5 minutes was subtracted
from the combined sections'  T,0 of 70 minutes,  to  determine the T,0 for the
settling basin alone, 65 minutes.
      This  approach may  also be  applied  in cases  where  disinfectant
application  and/or  residual  monitoring  is  discontinued at  any point
between two or more sections  with known Tj0 values.  These Tlo values may
be summed to obtain an equivalent Tlo for the  combined sections.
       For ozone contactors,  flocculators or any  basin containing mixing,
tracer studies  should be conducted  for the range  of mixing  used in the

                                   C-6
n

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process.   In ozone  contactors,  air  or oxygen  should be added in lieu of
ozone  to  prevent degradation of  the tracer.   The flow  rate  of air or
oxygen  used for  the contactor should be applied during  the  study to
simulate  actual  operation.   Tracer studies should then be conducted at
several air/oxygen to water ratios to provide  data for the complete  range
of ratios used at the plant.  For flocculators, tracer studies  should be
conducted for various nixing intensities to provide data for the complete
range of operations,.

      C.1.3  Tracer Sjudy Methods
      This  section  discusses  the  two  nost  common   Methods  of tracer
addition employed in water treatment evaluations,  the step-dose method and
the slug-dose method.   Tracer study  methods  involve  the  application of
chemical  dosages  to  a system  and  tracking the  resulting  effluent
concentration as a function of time.   The effluent concentration profile
is evaluated to determine the detention  time,  Tlo.
      While both tracer test methods can use the same tracer materials and
involve measuring the concentration  of tracer with time, each has distinct
advantages and disadvantages with respect to  tracer  addition  procedures
and analysis of results.
      The step-dose method  entails introduction of a tracer chemical at a
constant dosage until the concentration  at the desired end point reaches
a steady-state level. Step-dose tracer studies are frequently employed in
drinking water applications for the following  reasons:
            the  resulting  normalized concentration vs. time  profile  is
            directly used to determine,  Tlo,  the detention time required
            for calculating CT
            very  often, the necessary  feed  equipment is available  to
            provide a constant  rate of application of  the tracer chemical

      One other advantage of the step-dose method 1s that the data may be
verified by comparing the  concentration versus elapsed time profile for
samples collected at the start  of dosing with the profile obtained when
the tracer feed is discontinued.
                                   C-7

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      Alternatively, with the slug-dose method. • Urge instantaneous dose        (;
of tracer 1s added to the incoming water and samples are taken at the exit
of the unit over tine as the tracer passes  through  the unit.  A disadvan-
tage of this technique 1s that very concentrated solutions are needed for
the  dose 1n order to adequately  define  the concentration versus  tine
profile.   Intensive nixing Is therefore required  to Minimize potential
density-current  effects  and  to obtain  a uniform distribution of  the
Instantaneous tracer dose across the basin. This Is inherently difficult
under water  flow conditions often  existing at inlets to basins.   Other
disadvantages of using the slug-dose method include:
            the concentration and volume of the Instantaneous tracer dose
            must  be carefully  computed  to provide an  adequate  tracer
            profile at the effluent of the basin
            the resulting concentration vs. time profile cannot be used to
            directly determine Tlo  without  further  manipulation
            a  mass balance  on  the treatment  section   is  required  to
            determine whether the tracer was completely  recovered

      One  advantage of  this method  is  that  it  may be applied  where
chemical feed equipment is not available at the desired point of addition,
or where the  equipment available does not have the capacity to provide the
necessary  concentration  of  the  chosen  tracer  chemical.   Although,  In
general, the  step-dose procedure  offers  the greatest simplicity,  both
methods are'theoretically equivalent for determining T]0.   Either method
is acceptable for conducting  drinking water tracer studies, and the choice
of the  method may be  determined  by site-specific constraints or  the
system's experience.
      C.I.4  Tracer Selection
      An important step in any tracer study is the selection of a chemical
to be used  as the tracer.  Ideally,  the selected tracer chemical should be
readily available, conservative (that is, not consumed or removed during
treatment), easily monitored, and acceptable for use in potable water sup-
plies.  Historically,  nany chemicals have been used  in tracer studies that
do not satisfy all  of these criteria, .including potassium permanganate,
alum, chlorine, and sodium carbonate.  However, chloride and fluoride are

                                   C-8

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the most  cannon  tracer chemicals  employed in drinking water plants that
are nontoxic and approved for potable water use.  Rhodanine WT can be used
as  a  fluorescent tracer  in water flow  studies  In accordance with  the
following guidelines:
            Raw  water  concentrations  should  be limited to  a -maximum
            concentration of 10 mg/L.
            Drinking water concentations should not exceed 0.1  ug/L.
            Studies which  results in  human exposure to the dye must  be
            brief and  infrequent.
        -   Concentrations as low as  2 ug/L can be used in tracer studies
            because.of the low detection  level  in the  range of 0.1 to 0.2
            ug/L.

The use of  Rhodamine  B as a tracer in water flow  studies is not  recom-
mended by the EPA.
      The choice of a tracer chemical can be made based, in  part,.on the
selected dosing method  and  also  on the availability of chemical  feeding
equipment.  For example, the high density of concentrated salt  solutions
and their potential  for inducing density currents,  usually  precludes
chloride and fluoride  as the selected chemical for slug-dose tracer tests.
      Fluoride can be  a convenient tracer chemical  for step-dose tracer
tests of clear-wells because  it  is frequently applied for finished water
treatment.  However, when fluoride is  used in tracer tests on clarifiers,
allowances  should  be  made  for fluoride that is  absorbed  on floe  and
settles out of water (Hudson, 1975).  Additional considerations when using
fluoride in tracer studies include:
              •   it is difficult to detect  at low  levels
              •   many states impose a finished water limitation of  1 mg/L
                  the  federal  secondary  and  primary  drinking  water
                  standards (HCLs) for fluoride are 2 and 4 mg/L, respec-
                  tively

The use of fluoride is only recommended in cases  where the feed equipment
is already in place for safety reasons.
                                   C-9

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                                                         •
      In Instincts where only one of two or more parallel ynits is tested,
flow from the other units would dilute the tracer concentration prior to
leaving the plant  and entering  the distribution system.   Therefore,  the
Impact of drinking water standards on the use of fluoride and other tracer
chemicals can be alleviated  in some cases,

      C.I.5  TracfrAddition
      The tracer  chemical  should be added  at the same point(s)  In  the
treatment train as the disinfectant to be used In the CT calculations.
            C.I.S.I  Step-dose Method
      The duration of  tracer addition  Is  dependent  on the volume of. the
basin, and hence,  Its theoretical detention  time.  In  order to approach a
steady-state concentration In the water exiting the basin, tracer addition
and sampling should  usually be continued for a period of two  to three
times the theoretical detention  time (Hudson,  1981).   It 1s not necessary
to reach a steady state concentration  in the exiting water to determine
T10,  however,  it   Is  necessary   to  determine  tracer recovery.    It  is
recommended that the tracer  recovery be determined.to Identify hydraulic
characteristics or density problems.  Generally, a 90  percent recovery is
considered to provide reliable results for the evaluation of Tlfl.
      In all cases,  the tracer  chemical  should be dosed  In  sufficient
concentration to easily monitor  a residual at  the  basin outlet throughout
the test.  The required tracer chemical  concentration,  Is generally depen-
dent  upon  the  nature  of  the  chosen  tracer  chemical,   including  its
background concentration, and the mixing characteristics of the basin to
be tested.  Recommended  chloride doses on the order of 20 mg/L (Hudson,
1975}  should be used for step-method tracer studies where the background
chloride level  is  less than  10 mg/L.  Also, fluoride  concentrations as low-
as 1.0 to 1.5-mg/L are practical  when the  raw  water  fluoride level is not
significant (Hudson,  197S).   However, tracer studies conducted on systems
suffering from serious shortcircuiting of flow may require substantially
larger step-doses. This would be necessary  to detect  the tracer chemical
and to adequately define the effluent tracer concentration profile.
                                  C-10

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            C.I.5.2     Slug-dose Method
      The duration of tracer Measurements using the slug-dose method is
also  dependent  on the  volume  of the basin, and  hence,  its theoretical
detention tine.   In  general,  samples should be  collected  for at least
twice the basin's theoretical detention time, or until tracer concentra-
tions  are  detected near  background levels.   In order to  get reliable
results for T10  values using the  slug-dose method, it is recommended that
the total mass of tracer recovered be approximately 90 percent of the mass
applied.   This  guideline presents  the  need to sample until  the tracer
concentration recedes to the background level.  The total mass recovered
during  testing  will   not  be known  until  completion of the testing  and
analysis of the data  collected.  The sampling period needed Is very site
specific.  Therefore,  it may be helpful to conduct a first run tracer test
as a screen  to identify  the  appropriate sampling period for gathering data
to determine Tlo.
      Tracer addition for slug-dose method tests should be Instantaneous
and provide uniformly  mixed  distribution of the chemical.  Tracer addition
is considered instantaneous if the dosing time does not exceed 2 percent
of the basin's theoretical  detention time (Harske and Boyle, 1973).  One
recommended procedure for  achieving  Instantaneous  tracer dosing  is to
apply the chemical by gravity flow through  a funnel and  hose apparatus.
This method  is also beneficial because it provides a  means of standardiza-
tion, which is necessary to obtain reproducible results.
      The mass of tracer chemical to be added is determined by the desired
theoretical  concentration and  basin size.  The mass of  tracer added in
slug-dose tracer tests should  be the  minimum  mass  needed   to  obtain
detectable residual measurements to generate a  concentration profile.  As
a guideline, the theoretical concentration for the slug-dose method should
be comparable to the constant  dose applied in  step-dose  tracer tests,
i.e., 10 to 20 mg/L and  1 to 2 mg/L for chloride and  fluoride, respective-
ly.   The  maximum  mass  of  tracer chemical  needed  is  calculated  by
multiplying the theoretical  concentration  by the total basin  volume.  This
is appropriate  for systems  with high  dispersion and/or mixing.   This
quantity is  diluted  as required  to apply  an Instantaneous  dose,  and
minimize density effects.  It should be noted that the mass applied  is not
                                  C-ll

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 likely to get completely nixed throughout the total volume of tht basin.
 Therefore, the detected concentration night exceed theoretical concentra-
 tions based on the total volume of the basin.  For these cases, the nass
 of chemical to be added can be determined by multiplying the theoretical
 concentration by only a portion of the basin volume.  An example;of this
 Is shown in Section C.1.7.2 for a  slug-dose tracer study.  In cases where
 the  tracer concentration  In  the effluent  must be  Maintained below  a
 specified  level,  It  may be necessary to conduct a preliminary test run
 with a nlnlnum tracer dose to  Identify the appropriate dose for determin-
 ing T10 without exceeding  this level.

      C.I,6  Tett Procedure
      In  preparation  for  beginning a  tracer  study,  the  raw  water
 background concentration  of the  chosen  tracer chenlcal must  be  estab-
 lished.  The background  concentration Is essential,  not only for aiding in
 the  selection of the  tracer  dosage,  but  also  to  facilitate  proper
 evaluation of the data.
      The  background  tracer  concentration  should  be  determined  by
monitoring for  the tracer  chenical  prior to  beginning the test.   The
 sampling point(s) for the pre-tracer study monitoring should be the same
 as the points to be used for residual monitoring to determine CT values.
 The monitoring procedure 1s outlined In the following steps:
            If the tracer  chemical Is  normally  added for  treatment,
            discontinue Its addition to  the  water  In sufficient time to
            permit the  tracer concentration  to recede to Its background
            level before the test 1s begun.
            Prior to  the  start of  the  test, regardless of  whether the
            chosen tracer material  Is  a treatment chemical,  the  tracer
            concentration In the water Is monitored at  the sampling point
            where  the  disinfectant  residual  will  be  measured for  CT
            calculations.
            If a background tracer concentration 1s detected, monitor .It
            until a  constant  concentration, at  or below the  raw water
            background level Is achieved. This measured concentration 1s
            the baseline tracer concentration.
                                  C-12

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Following  the determination of  the  tracer dosage, feed  and Monitoring
point(s),  anil a baseline tracer concentration, tracer testing can begin.
      Equal  sampling  Intervals,  as  could be  obtained  from  automatic
sampling,  are not required for either tracer study method.  However, using
equal sample Intervals for the slug-dose method can simplify the analysis
of  the data.   During  testing,  the  time and tracer residual of  each
measurement should  also be recorded on a  data sheet.   In addition,  the
water level, flow, and  temperature should be recorded during the test.
            C.1.6.1  Step-dose Method
      At time zero, the tracer chemical feed will be started and left at
a constant rate for the duration of  the  test.   Over the course  of  the
test, the  tracer residual should be monitored at the required sampling
point (s) at a frequency determined by the  overall  detention time and site
specific considerations.  As a general guideline,  sampling  at  Intervals of
2 to 5 minutes  should provide data  for  a well-defined  plot  of  tracer
concentration vs. time.  If on-site analysis Is available, less frequent
residual monitoring may be possible until  a change In residual concentra-
tion 1s first detected. As a guideline, 1n systems with  a  theoretical de-
tention time  greater than  4 hours,  sampling may be  conducted every 10
minutes for the  first  30  minutes,  or until a tracer concentration above
the  baseline level  1s first  detected.   In general,  shorter sampling
Intervals  enable  better  characterization  of  concentration  changes;
therefore, sampling should be  conducted at 2 to S-m1nute Intervals from
the time that a concentration change Is first observed until the residual
concentration  reaches  a   steady-state value.    A reasonable sampling
Interval should be chosen based on the overall detention time of the unit
being tested.
      If verification of  the test  1s  desired,  the tracer feed should be.
discontinued, and the receding tracer concentration at the  effluent should
be monitored at the same frequency until tracer concentrations correspond-
ing to the background level are detected.  The time at which tracer feed
1s stopped  Is time zero for the receding tracer test and must be noted.
The receding racer test will provide a replicate set of measurements which
can be  compared  with data derived from the rising tracer concentration
versus time curve.  For systems which  currently feed the tracer chemical,
                                  C-13

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tht receding curve nay be generated from the time the feed Is turned off
to determine the background concentration level.

            C.I.6.2  Slug-dose Method
      At tine zero for the slug-dose method,  a large Instantaneous-'dose of
tracer will  be added to the  Influent of the  unit.   The sane  sampling
locations and frequencies described for step-dose nethod tests also apply
to slug-dose nethod  tracer  studies.  One exception with this aethod  is
that the  tracer concentration profile will  not equilibrate to  a  steady
state concentration.   Because of  this,  the tracer should be monitored
frequently enough  to  ensure acquisition  of data needed to identify  the
peak tracer concentration.
      Slug-dose nethod tests  should be checked by performing  a  material
balance to  ensure that  all of the tracer fed  is  recovered,  or,, nass
applied equals nass discharged.

      C.I.7  pata Evaluation
      Data fron tracer studies should  be  summarized in tables of tine and
residual  concentration.  These data are then  analyzed to determine  the
detention time, T10, to be used in calculating CT.  Tracer test data from
either the  step  or  slug-dose  nethod  can be evaluated  graphically,
numerically, or by a combination of these techniques.
            C.I.7.1  Step-dose Method
      The graphical  nethod  of evaluating  step-dose test data  involves
plotting  a graph of dinensionless  concentration versus tine  and reading
the value for T10 directly from the  graph  at the appropriate dinensionless
concentration.   Alternatively, the  data fron step-dose tracer studies may
be evaluated numerically by  developing  a  seal-logarithmic plot  of the
dinensionless data.  The semi-logarithmic plot allows a straight line to
be drawn  through the data.   The resulting equation of the line is used to
calculate  the   TIO  value,   assuming  that  the correlation  coefficient
indicates a good statistical  fit (0.9 or above).   Scattered  data points
from step-dose  tracer tests  are discredited  by drawing a-smooth curve
through the data.
                                  C-14

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      An  illustration  of the T10 dete mi nation will  be presented  in  an
example of the data evaluation required for a clearwell  tracer study.
            C.I.7.2  Slug-doseMethod
      Data from slug-dose tracer  tests Is analyzed by converting It to the
mathematically equivalent "step-dose data and using techniques discussed  In
Section C. 1.7.1 to determine T10.  A graph of dimensionless concentration
versus tine should be  drawn  which  represents  the results  of  a slug-dose
tracer test.  The key  to converting  between the data  forms Is obtaining
the  total  area  under the slug-dose  data  curve.   This area  t$ found  by
graphically or  numerically Integrating the  curve.   The conversion  to
step-dose data Is then completed In several mathematical steps Involving
the total area.
      A graphical technique  for converting the  slug-dose data  Involves
physically measuring the area using  a planimeter.  The  planimeter Is  an
Instrument used to measure the area of a plane  closed curve by tracing Its
boundary.  Calibration  of this  instrument to the scale of the graph  1s
required to obtain meaningful readings.
      The rectangle rule is a simple numerical intergration method which
approximates the total  area  under the curve as the sum of the  areas  of
individual rectangles.   These rectangles have  heights and widths equal  to
the  residual  concentration and  sampling  interval (time) for each data
point on the curve, respectively.  Once the data has  been converted,  T,8
nay be determined in  the same manner  as  data from step-dose tracer tests.
      Slug-dose concentration profiles can have many shapes, depending  on
the hydraulics of the basin.  Therefore, slug-dose data points should not
be discredited by drawing a smooth curve through the data prior to its
conversion to step-dose data.   The  steps  and specific  details involved
with evaluating data  from both tracer study methods are Illustrated  in the
following examples.
      foampjjg for Determining T10 In  a Clearwell
      Two tracer studies employing the step-dose and slug-dose methods  of
tracer  addition were   conducted  for  a  clearwell  with  a  theoretical
detention time, T, of 30 minutes at an average flow of 2.5 MGD.  Because
fluoride is added  at the  inlet  to  the  clearwell as a  water treatment
chemical, necessary  feed equipment was  in place for dosing a constant
                                  C-15

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 concentration of fluoride throughout the step-dose tracer test.  Based on
 this  convenience,  fluoride  was chosen as  the tracer chenical  for the
 step-dose nethod test.  Fluoride was also selected as the  tracer chemical
 for the slug-dose Method test.  Prior to the start of testing, a fluoride
 baseline concentration of 0.2 ng/L was  established for the water exiting
 the clearwell.
      Step-dose Method Test
      For the step-dose  test a  constant fluoride dosage of 2.0 mg/l was
 added to the clearwell inlet.   Fluoride levels in the clearwell effluent
 were monitored and recorded  every 3 ninutes.  The raw tracer study data,
 along with the results of further analyses are shown in Table C-l.
      The steps in evaluating the  raw data  shown in  the first column of
 Table C-l are as  follows.    First, the  baseline fluoride concentration,
 0.2 ng/L,  is  subtracted  from  the  measured  concentration  to give  the
 fluoride concentration  resulting from  the tracer study  addition alone.
 For example, at elapsed time - 39 minutes, the tracer fluoride concentra-
 tion,  C, is obtained as follows;
                        c »  c       - c
                        v *  Suuurtd   V»IIII|BI
                          -  1.85 mg/l - 0.2 ng/L
                          -  1.65 ng/L
This calculation was  repeated at each  tine  interval to  obtain  the data
shown in  the third  column  of  Table C-l.   As indicated, the  fluoride
concentration rises from 0 ng/L at t » 0 minutes to the applied fluoride
dosage of 2 ng/L,  at t » 63 ninutes.
      The next step is to develop dimensionless concentrations by dividing
the tracer concentrations in  the second column of Table  C-l by the applied
fluoride dosage, Co * 2 ng/L.   For tine • 39 ninutes» C/Co is calculated
as follows:
                        C/Co «  (1.65 ng/L)/(2.0 ng/L)
                              • 0.82
The resulting  dinensionless  data,  presented in  the  fourth column  of
Table C-l, is the basis for completing the determination of T,8 by either
the graphical  or numerical  method.

                                  C-16

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                                     TABLE C-l

                     CLEARWELL OATA--STEP-DOSE TRACER  TESTaz-J)
t. minutes

     0
     3
     6
     9
    12
    15
    18
    21
    24
    27
    30
    33
    36
    39
    42
    45
    48
    51
    54
    57
    60
    63


Measured. my/L
0.20
0.20
0.20
0.20
0.29
0.67
0.94








.04
.44
.55
.52
.73
.93
.85
.92
2.02
1
1
1.97
1.84
2.06
2.05
2.10
2.14
Fluoride
Tracer. my/L
0
0
0
0
0.09
0.47
0.74
0.84
1.24
1.35
1.32
1.53
1.73
1.65
1.72
1.82
1.77
1.64
1.86
1.85
1.90
1.94
Concentration
Dlmenslpnless. C/Cq
0
0
0
0
0.045
0.24
0.37
0.42
0.62
0.68
0.66
0.76
0.86
0.82
0.86
0.91
0.88
0.82
0.93
0.92
0.95
0.96
Notes!
      1.   Baseline cone.
      2.   Measured cone.
      3.   Tracer cone.  •
• 0.2 ng/L, fluoride dose • 2.0 ng/L
« Tracer cone. + Baseline cone.
Measured cone. • Baseline cone.

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      In order to determine T19 by the graphical method, a plot of C/Co vs.
time  should  be generated using  the data in Table C-l.   A smooth curve
should be drawn through the data  as shorn on Figure C-l.
      T10 Is  read directly from the graph at  a dlnenslonless concentration
(C/Co) corresponding to the  time for  which  10 percent of the tracer has
passed at  the effluent end  of the contact basin  (T10).   For step-dose
method tracer studies,  this dlaensionless concentration  1s  C/Co  • 0.10
(Levensplel,  1972).
      T19 should be read directly from Figure C-l at C/Co « O.I by first
drawing a  horizontal  line (C/Co  - 0.1) from the Y-axis  (t  «  0)  to Its
Intersection with the smooth curve drawn through the data.  At this point
of Intersection, the tine read from the X-axis 1s T,0  and may be found by
extending  a  vertical  line downward  to the X-axis.   These  steps were
performed as  Illustrated  on  Figure C-l, resulting In a value  for Tig of
approximately 13 minutes.
      For the numerical method of data analysis,  several additional steps
are required to obtain  TIO from the data In the fourth column of Table C-l.
The  forms  of  data necessary  for determining  T,0  through  a numerical
solution are log10(l-C/Co)  and  t/T,   the  elapsed  time  divided  by  the
theoretical residence time.  These are obtained by performing  the required
mathematical  operations on the data In  the  fourth  column of table C-l.
For example,  recalling that the theoretical  detention  time, T,  1s 30
minutes,  the values for logu (1-C/Co) and t/T are computed as follows for
the data at t • 39 minutes:
                  loglo(l-C/Co)  - loglo  (1-0.82)
                                 - log,, (0.18)
                                 . -Q.7S?
         t/T • 39 Bin/30 Bin     . 1.3

      This calculation was repeated  at each time Interval to obtain the
data  shown  In Table C-2.    These data should be  linearly regressed as
loglo(l-C/Co)  versus  t/T to obtain the fitted straight-line parameters to
the following equation:
                                  C-17

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                     FIGURE C-1
                  C/Co vs.. Time
                Graphical Analysis for T10
i
            10
20     30     40
   TIME (MINUTES)

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                       TABLE C-2
        DATA FOR NUMERICAL DETERMINATION OF T
                                             LQ
                                          iog10n-c/co)
 0                                           0
0.1                                          0
0.2                                          0
0.3                                          0
0.4                                         -0.020  "
O.S                                         -0.116
0.6                                         -0.201
0.7          .                               -0.23?
0.8                                         -0.420
0.9                                         -0.488
1.0                                         -0.468
1.1                                         -0.629
1.2                                         -0.870
1.3          .                               -0.757
1.4                                         -0.854
1.5                                         -1.046
1.6                                         -0.939
1.7                                         -0.745
1.8                                         -1.155
1.9              .                           -1.125
2.0                                         -1.301  .
2.1                                         -1.532

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                  logI(l(l-e/Co) - n(t/T)  + b                      (1)

      In equation 1,  a and b are the slope and intercept, respectively,
for  a plot  of log10(l-C/Co)  vs.  t/T.    This equation  can  be  used to
calculate  T10, assuming that the correlation  coefficient for the fitted
data  indicates a good  statistical fit (0.9 or above).
      A linear regression analysis was perforaed on the data in Table C-2,
resulting  in  the following straight-line parameters:
                                 slope » a • -0.774
                             Intercept - b • 0.2S1
              correlation coefficient * 0.93

      Although  these  numbers  were  obtained  numerically,  a   plot  of
logie(l-C/Co)  versus t/T is shown for illustrative purposes on Figure C-2
for the data  in Table C-2.  In this analysis,  data for tine - 0 through 9
minutes were  excluded  because  fluoride concentrations  above the  baseline
level were not observed in the clearwell effluent until  t « 12 minutes.
      Equation 1 is then rearranged in the following form to facilitate a
solution for  Tlo:

                  VT % (loglt  (1 - 0.1) - b)/m                  (2)

      In equation 2,  as with graphical method, Tlo  is determined at the
time  for  which C/Co  • 0.1.   Therefore,  in  equation 2,  C/Co  has been
replaced by 0.1 and t (time)  by T10.  To obtain a  solution  for T1S, the
values  of the  slope,  intercept,  and theoretical  detention  time are
substituted as follows:

            T10/30 min. % (log,0(l - 0.1) - 0.251)/(-0.774)
                     TIO • 12 minutes

      In  summary  both  the graphical  and  numerical  methods  of   data
reduction  resulted  in comparable values  for TI0.    With the numerical
method, TIO was determined  as  the solution to  an  equation based on the
                                   C-18

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straight-line parameters  to  a lintar regression analysis of the tracer
study data Instead of an "eyeball" estimate from a data plot.


      Slug-dose Method Test

      A slug-dose .tracer*test was also performed on the clearwell at a
flow rate of 2.S mgd.  A theoretical clear-well  fluoride concentration of
2.2 ng/l was selected.   The fluoride dosing volume and concentration were
determined from the following considerations;

      Dosing Volume

        -   The fluoride injection apparatus consisted of a  funnel and a
            length of copper tubing.  This apparatus  provided a constant
            volumetric feeding rate of 7.5 liters per minute (L/min) under
            gravity flow conditions.

        *   At a flow  rate of 2.5 ngd, the clearwell has a theoretical
            detention time of 30 minutes.  Since the  duration of tracer
            Injection should be less  than 2 percent of the clearwell's
            theoretical detention  time for an  Instantaneous  dose,  the
            maximum duration  of fluoride injection  was:

                  Max.  dosing time * 30 minutes  x  .02 » 0.6  minutes

        -   At a dosing rate  of 7.5 L/min, the maximum fluoride dosing
            volume is calculated to be:

                ,  Max.  dosing volume » 7.5 L/min. x 0.6 minutes » 4.5 L .

           ' for this tracer test,  a dosing volume of 4 liters was select-
            ed,  providing an instantaneous fluoride dose  in 1.8 percent of
            the theoretical detention time.
      fluoride Concentration

            The theoretical  detention time of the clearwell, 30 minutes,
            was calculated  by  dividing  the clearwell  volume,  52,100
            gallons or 197,200 liters, ly the average flow rate  through
            the clearwell, 2.5 mgd.

            Assuming the tracer  is  completely dispersed throughout  the
            total  volume of  the clearwell,  the mass  of  fluoride required
            to achieve a theoretical  concentration of 2.2 mg/L is calcu-
            lated  as follows:

            Fluoride mass (initial)  « 2.2 mg/L x 197,200 L x J_§ -  434g
                                                           1000  mg

                                 .C-19

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       A A  ^  A  .
    0.1
   0,01
                        RGUREC-2
                    1-C/Covs. t/T
                  Numerical Analysis for T10
               0.5
1.5
                             t/T
2.5
Slope, m»-0.774
Intarc^pt. b-0.251
     Corr»WJon CcMffctont -0.93

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            The  concentration of  the  instantaneous  fluoride  dose  1s
            determined by  dividing this  Bass by  the  dosing volume,  4
            liters*
                  Fluoride concentration » 434 Q • 109 g/L
      Fluoride  levels  in the exit  to the clearwell were monitored  and
recorded every 3 minutes. The raw slug-dose tracer test data are shown in
Table C-3.
      The first  step In evaluating the  data for different tines Is, to
subtract the baseline fluoride concentration, 0.2 mg/L, from the measured
concentration at each sampling Interval  (Table  C-3).  This Is the sane as
the  first  step  used to evaluate  step-dose method  data  and gives  the
fluoride concentrations resulting from the tracer addition alone, shown In
the third column of Table C-3.    As  Indicated, the fluoride concentration
rises from 0 mg/L at t * 0 minutes to the peak concentration of 3.6  mg/L
at t * 18 Minutes.  The exiting fluoride concentration gradually recedes
to  near  zero  at t « 63 minutes.   It  should  be  noted  that a  maximum
fluoride concentration of 2.2 mg/L 1s based on assuming complete mixing of
the tracer added throughout the total clearwell  volume.  However, as shown
1n  Table C-3,  the  fluoride concentrations in  the clearwell  effluent
exceeded 2.2 mg/L for  about  6 minutes between  14 and 20  minutes.  These
higher  peak  concentrations  are caused  by the  dispersion  of  tracer
throughout only  a portion of  the total  clearwell  volume.   If a lower
tracer concentration 1s needed 1n the effluent because of local or federal
regulations, the mass to be  added should be decreased accordingly.
      The dimensionless concentrations In the fourth column of Table C-3
were obtained by dividing the tracer concentrations in the third column by
the  clearwell's  theoretical  concentration,  Co  * 2.2  mg/L.   These
dimensionless concentrations were then plotted as a function of time, as
1s shown by.the slug-dose data  on  Figure C-3.   These data points  were
connected by straight lines, resulting in a somewhat jagged curve.
      The next step 1n  evaluating slug-dose data 1s to determine the total
area under the slug-dose data curve on Figure C-3.   Two methods exist for
finding this area — graphical and numerical.   The  graphical method Is

                                  C-20

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                                                 TABLE C-3
                               CLEARWELL DATA — SLUG-DOSE TRACER
t. Minutes

     0
     3
     6
     9
    12
    15
    18
    21
    24
    27
    30
    33
    36
    39
    42
    45
    48
    51
    54
    57
    60
    63

Measured. •g/L
0.2
0.2
0.2
0.2
1.2
3.6
3.8
2.0
2.1
1.4
1.3
1.5
1.0
0.6
1.0
0.6
0.8
0.6
0.4
0.5
0.6
0.4
Fluoride Concentration
Tracer. »g/L
0
0
0
0
1
3.4
3.6
.8
.9
.2
.1
.3
0.8
0.4
0.8
0.4
0.6
0.4
0.2
0.3
0.4
0.2

Dinensionless. G/Co
0
0
0
0
0.45
1.55
1.64
0.82
0.86
0.55
0.50
0.59
0.36
0.18
0.36
0.18
0.27
0.18
0.09
0.14
0.18
0.09
Notes:
      1.  .Measured cone.  - Tracer cone.  + Baseline cone.
      ?.   Baseline cone.  = 0.2 «g/L,  fluoride dose =  109  g/L,  theoretical cone.
      3.   1 racer cone.  =  Measured cone.  - Baseline cone.
2.2 «g/L

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                 FIGURE C-3

              C/Co  vs. Time

     Conversion of Slug-to Step-Dose Data
o
CJ
o
                                    Slug-dose date
                                    Step-dose dctc
                                        A
         10   20   30   40   50   60  70

              TIME (MINUTES)

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based on  a physical measurement of  the  area using a planimeter.   This
Involves calibration of the Instrument to define the units conversion and
tracing the outline of the curve to  determine the area.   The results of
performing this  procedure  nay  vary depending on  instrument  accuracy and
measurement technique.  Therefore, only an Illustration of the numerical
technique for finding the area under the slug-dose curve will be presented
for this example.
      The area obtained by either the graphical or numerical method would
be similar.   Furthermore,  once  the  area is  found, the  remaining  steps
involved with converting the data to  the  step-dose response are the same.
      Table C-4 summarizes  the  results of determining the  total area using
a numerical integration technique  called the rectangle  rule.  The first
and  second columns  in Table  C-4  are the  sampling  time and  fluoride
concentration resulting from tracer addition alone,  respectively.   The
steps in  applying these data  are  as follows. First, the sampling time
interval, 3 minutes,  is multiplied by the  fluoride concentration at the
end of the  3-minute interval to give  the  incremental area,  in units of
milligram  minutes per  liter.    For  example,  at elapsed time,  t  » 39
minutes, the incremental area is obtained as  follows:
      Incremental area  « sampling time interval x fluoride cone.
                        - (39-36) minutes x 0.4 mg/L
                        •1.2 mg-min/L

This calculation was  repeated  at each time  interval  to  obtain the data
shown in the third column of Table C-4.
      If the data had been obtained  at unequal sampling  intervals, then
the incremental  area  for each  interval would be obtained by multiplying
the  fluoride  concentration  at  the  end of  each  interval  by  the. time
duration  of the interval.    This  convention  also  requires  that  the
incremental area be zero at  the first sampling point, regardless of the
fluoride concentration  at that time.
      As  is  shown  in  Table  C-4, all  Incremental areas  were summed to
obtain 59.4  mg-min/L,  the  total area under the slug-dose  tracer test
curve.   This number  represents  the  total  mass of  fluoride  that was
                                  C-21

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detected during the course of the tracer test divided by the average flow
rate through the clearwell.
      To.complete  the conversion  of slug-dose  data  to Its  equivalent
step-dose  response  requires two additional  steps.   The first  Involves
sunning, consecutively, the incremental areas in the third column.of Table
C-4 to obtain the cumulative  area  at  the end of each  sampling Interval.
For example,  the cumulative  area  at  time,  t  •  27  Minutes 1s  found  as
follows:

      Cumulative area «0+0+0+0+3+ 10.2 + 10.8 + 5.4 + 5.7 + 3.6
                      « 38.7 mg-min/l

The cumulative areas for each Interval are recorded in the  fourth column
of Table C-4.
      The final step  in converting slug-dose data  Involves dividing the
cumulative area at each Interval by the total  mass  applied.   Total  area
based on applied mass Is calculated as follows;
    Total area mass applied/average flow « 434 g x 1000 ig/6,570
                                                        g        Bin
                                          * 66.1 my-min


For time » 39 minutes, the resulting step-dose data point  1s calculated as
follows:
                        C/Co » 49.5 mg-min/L / 59.4 mg-mln/l
                              "0-83
The result of performing this operation at each sampling Interval Is the
equivalent step-dose  data.   These data points  are shown In  the fifth
column of Table  C-4 and are also plotted on  Figure C-3  to  facilitate a
graphical determination of TIQ,  A smooth curve was fitted  to the step-dose
data as shown on the figure.
      TIO can be  determined by the methods Illustrated previously In this
example for evaluating step-dose tracer test data.  The graphical method
Illustrated on Figure C-3 results in a reading of TJ8 * 15 minutes.

                                  C-22

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                                                  TABLE C-4

                                        EVALUATION OF SLUG-DOSE DATA


                                                                                    Equivalent
      •                 '                    Incremental           Cumulative         Step-Dose
t. minutes           Fluoride. mg/L       Area, mo-min/L       Area. mg-min/L         Data

    0                     00                    0                 0
    3                     0                      00                 0
    6                     0                      000
    9                     0                      0                    00
   12                     1                      33                 0.05
   15                     3.4                   10.2                 13.2               0.22
   18                     3.6                   10.8                 24.0               0.40
   21                     1.8                    5.4                 29.4               0.49
   24                     1.9                    5.7                 35.1               0.59
   27                     1.2                    3.6                 38.7               0.65
   30                     1.1                    3.3                 42.0               0.71
   33                     1.3                    3.9                 45.9               0.77
   36                     0.8                    2.4                 48.3               0.81
   39                     0.4                    1.2                 49.5               0.83
   42                     0.8                    2.4                 51.9               0.87
   45                     0.4                    1.2                 53.1               0.89
   48                     0.6                    1.8                 54.9               0.92
   51                     0.4                    1.2                 56.1               0.94
   54                     0.2                    0.6                 56.7               0.95
   57                     0.3                    0.9                 57.6               0.97
   60                     0.4                    1.2                 58.8               0.99
   63                     0.2                 +  0.6                 59.4         '      1.00

                                  Total Area  • 59.4

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            C.I.7.3  Additional Considerations
      In addition to determining T(0 for use In CT calculations,  slug-dose
tracer tests provide a more general Measure of the basin's hydraulics  In
tems of the fraction of tracer recovery.  This number 1s representative
of  short-circuiting and' dead  space  In  the  unit  resulting  from  poor
baffling conditions and density currents Induced by the tracer  chemical.
A low tracer recovery  Is  generally Indicative  of Inadequate hydraulics.
However, Inadequate sampling In which  peaks  In tracer passage are not
measured will  result 1n an under estimate of tracer recovery. Jhe  tracer
recovery Is calculated  by dividing the mass of fluoride detected  by the
mass of fluoride dosed.
      The dosed fluoride mass was calculated previously and was 434 grams.
The mass of detected fluoride can be calculated by multiplying  the total
area under the slug-dose curve by the average flow, 1n appropriate units,
at the time of the test.   The  average  flow In  the clearwell during  the
test was 2.5 mgd or 6,570 L/rain.  Therefore,  the mass of fluoride tracer
that was detected Is calculated as follows:
            Detected fluoride mass « total area x average flow
                                   » 59.4 ng-min x   1 p   x 6,570  L
                                            L      1000 mg       m1n
                                   • 390 g

Tracer recovery Is than calculated as follows:
      Fluoride recovery • detected mass/dosed mass x 100
                              • 390 g / 434 g x 100
                              • 90 %
This 1s a typical tracer recovery percentage for a slug-dose test, based
on the experiences of Hudson  (1975) and Thlrumurthl (1969).

      C.I."8 "flow Dependency of T10
      For systems conducting tracer studies at  four or more flows,  the  T10
detention time should be determined by the above procedures  for each  of
the desired flows.   The detention times should then  be plotted  versus
flow.  For the example presented in the previous section, tracer studies
                                  C-23

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were  conducted at additional  flows  of 1.1, 4.2,  and  5.6 MGD.   The  T,8
values at the  various  flows were:
                 . ElSi                   I18
                   1.1                    25
                   2.5                    13                    •
                   4.2                     7
                   5.6                     4

T10 data  for these tracer studies were plotted as a function of the flow,
Q, as shown on Figure C-4.
      If only one tracer test  1s performed, the flow rate for the tracer
study  should  be  not  less  than  91  percent  of the  highest flow  rate
experienced  for the  section.   The hydraulic  profile to  be used  for
calculating CT would then be  generated  by drawing  a line through points
obtained by multiplying the T10 at the tested flow rate by the ratio of the
tracer study flow rate to each of several different flows In the desired
flow range.
      For the  example  presented in  the previous section,  the cleat-well
experiences a  maximum  flow at peak  hourly  conditions of 6.0 mgd.   The
highest tested flow rate was 5.6 mgd, or 93 percent of the maximum flow.
Therefore, the detention time, T10 * 4 minutes,  determined by the tracer
test at  a flow rate of 5.6 mgd May be used to provide  a conservative
estimate of T10 for all  flow rates less than or equal to the maximum flow
rate, 6.0 ngd.  The line drawn through points found by multiplying T10 -
4 minutes by the ratio of 5.6 mgd to each of several flows less than 5.6
ngd  is  also  shown on Figure C-4  for comparative  purposes with  the
hydraulic  profile  obtained  from  performing  four  tracer  studies  at
different flow rates.
C.2  Determination of T10 Without Conducting a Tra^ff
      In some situations,  conducting tracer studies for determining the
disinfectant  contact  time,  TI8, may be  impractical  or  prohibitively
expensive.   The limitations may include a lack of funds,  manpower or
equipment necessary to  conduct  the  study.   For these cases, the Primacy
Agency may  allow the use of "rule  of thumb" fractions representing the

                                  C-24

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             FIGURE C-4
     Detention Time vs. Flow
   35



   30



   25



&  20

Z   •

O  15



   10
Average
                    4-FJow profile
                    1 -Flow profile
               Maximum
               Extrapolation
23456
     FLOW (MQD)
                                     8

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ratio  of  T,0 to T, and  the theoretical  detention  time, to  determine  the
detention tlM, T10, to be used for calculating CT values.  This Method for
finding 7,e Involves multiplying the theoretical detention  time by the rule
of thumb  fraction, T10/T, that 1s representative of the particular basin
configuration  for which T,0 Is desired.  These fractions  provide rough
estlnates of the actual  T10  and  are recomended to be  used  only on  a
Halted basis.
       Tracer  studies conducted by  Marske  and Boyle (1973) and  Hudson
(1975)  on chlorine  contact chambers and  flocculators/settlfng  basins,
respectively,  were  used as a basis In determining representative Tlo/T
values for various basin configurations. Marske and Boyle (1973) performed
tracer  studies on 15 distinctly different  types  of full-scale chlorine
contact chambers to evaluate design characteristics that affect the actual
detention  time.   Hudson  (1975)  conducted 16  tracer  tests on  several
flocculation and settling basins at six water treatment plants to Identify
the effect of  flocculator baffling  and settling  basin Inlet  and outlet
design characteristics on the actual detention tine.

      C.2.1  Impact of Pffslpn Characteristics
      The significant design characteristics  include;   length-to-width
ratio, the degree of baffling within the basins, and the effect of Inlet
baffling and outlet weir configuration.  These physical characteristics of
the contact basins affect  their hydraulic efficiencies in  terns of dead
space, plug flow, and Mixed flow  proportions.   The dead  space zone of a
basin is basin  volume through which no flow occurs.  The remaining volume
where flow occurs is comprised of plug flow and  Mixed flow zones.  The
plug flow zone is the portion of the remaining volume In which no Mixing
occurs In the direction of flow.  The Mixed  flow zone is characterized by
complete Mixing in the  flow direction and is the complement to the plug
flow zone.   All  of these zones were identified  in  the studies for each
contact basin.   Comparisons were  then made between the basin configura-
tions and the observed flow conditions and design characteristics.
      The ratio Tie/T was calculated from the data presented  in the studies
and compared to  Its  associated hydraulic  flow  characteristics.   Both
studies resulted In T10/T values which ranged from 0.3 to 0.7. The results
                                  C-25

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 of the studies indicate how basin baffling conditions can influence the
 T,o/T ratio, particularly baffling at the inlet and outlet to the basin.
 As the  basin baffling  conditions  improved,  higher  TIO/T  values  Mere
 observed,  with the outlet conditions generally  having a greater impact
 than  the inlet conditions.                                       .-
       As discovered from the results of the tracer studies performed by
 Marske and Boyle  (1973)  and  Hudson  (1975), the effectiveness of baffling
 in achieving a high T10/T fraction is more related to the geometry and
 baffling of the basin than the  function of the basin.  For th.1s reason,
 Tlo/T values may be  defined for three levels of baffling conditions rather
 than  for particular types of  contact basins.   General  guidelines  were
 developed  relating  the T10/T values from these studies to the respective
 baffling characteristics.  These guidelines can be used to determine the
 T10 values for specific  basins.

      C.2.2  Baffling Classifications
      The purpose of baffling is to maximize utilization of basin volume,
 Increase the plug flow zone  In the basin, and minimize short circuiting.
 Some  form  of baffling at the inlet and outlet of  the basins Is used to
 evenly distribute flow  across  the basin.   Additional baffling  may be
 provided within the interior of the basin (intra-basin) in circumstances
 requiring a  greater degree of  flow distribution.  Ideal  baffling design
 reduces  the  inlet and  outlet flow velocities, distributes  the  water as
 uniformly  as practical  over the  cross  section of the basin,  minimizes
mixing with  the water already  in  the basin,  and prevents entering water
 from short circuiting to  the  basin outlet as the result of wind or density
current effects.   Three general  classifications of baffling conditions --
poor,  average,  and superior — were developed to categorize the results of
the tracer  studies for  use in  determining  T1Q  from the  theoretical
detention time of a specific basin.  The Tlo/T fractions associated with
each degree of baffling are summarized in Table C-5.  Factors representing
the ratio between Tlo and the theoretical detention time for plug flow In
pipelines and  flow  in a completely mixed chamber  have been  included in
Table C-5 for comparative purposes.   However,  in practice the theoretical
T10/T  values of  1.0 for  plug  flow  and  0.1   for mixed flow are seldom
                                  C-26

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                                     TABLE C-5

                              BAFFLING CLASSIFICATIONS


BaffHno Condition            T.-/T        Baffling Description
Unbaffled (mixed flow)        0.1         None,  agitated basin,  very  low length    to
                                          width  ratio,  high inlet   and   outlet   flow
                                          velocities

Poor                          0.3         Single or multiple unbaffled  inlets and
                                          outlets,  no Intra-basin  baffles
                                                            *
Average                       0.5         Baffled inlet pj outlet with  some intra-
                                          basin  baffles

Superior                      0.7         Perforated inlet baffle, serpentine     or
                                          perforated intra-basin baffles, outlet  weir
                                          or perforated launders

Perfect (plug flow)           1.0         Very high length to width  ratio  (pipeline
                                          flow), perforated inlet, outlet, and intra-
                                          basin  baffles

-------
achieved because of the effect of dead space.  Conversely, the T10/T values
shown  for  the Intermediate baffling conditions already  Incorporate the
effect of the dead space zone, as well as the plug flow zone, because they
were derived empirically rather than from theory.
      As Indicated  1n  Table C-5, jgojc baffling  conditions  consist of  an
unbaffled Inlet and outlet with no Intra-basln baffling.  Average baffling
conditions consist of  Intra-basln baffling and either a baffled Inlet  or
outlet.  Superior baffling conditions consist of at least a baffled Inlet
and outlet,  and possibly some Intra-basln baffling to  redistribute the
flow throughout the basin's cross-section.
      The three basic  types of  basin Inlet baffling  configurations are:
a  target-baffled  pipe Inlet,  an overflow weir entrance,  and  a baffled
submerged orifice or port Inlet.  Typical  1ntra-bas1n baffling structures
Include:  dlffuser  (perforated) walls; launders; cross, longitudinal,  or
naze  baffling  to cause  horizontal  or  vertical   serpentine   flow;  and
longitudinal  divider  walls,  which prevent  mixing  by Increasing the
length-to-width  ratio of  the  basin(s).  Commonly used baffled  outlet
structures  Include  free-discharging weirs,  such as   sharpcrested  and
V-notch, and submerged ports or weirs.  Heirs that do not span the width
of the contact  basin,  such  as  dpolletl  weirs,  should not  be considered
baffling as their use may substantially Increase weir overflow rates  and
the dead space zone of the basin.

      C.2.3  Examples of Baffling
      Examples of these levels of baffling conditions for rectangular and
circular basins are  explained  and  Illustrated  in  the following section.
Typical uses of various forms  of baffled and  unbaffled Inlet and outlet
structures are also Illustrated.
      The-plan and section of  a rectangular basin with poor baffling con-
ditions, which can be attributed to the unbaffled Inlet  and outlet pipes,
1s Illustrated  on Figure  C-5.   The  flow  pattern shown  In  the plan view
Indicates straight-through flow with dead space occurring  In the  regions
between the Individual pipe inlets  and outlets.  The section view  reveals
additional  dead space from a vertical perspective in the upper Inlet and
lower outlet comers of the contact  basin.  Vertical mixing  also occurs as
                                  C-27

-------
 bottom density currents induce a counter-clockwise flow in the upper water
 layers.
       The inlet  flow distribution is markedly improved by  the addition of
 an inlet diffuser wall and intra-basin baffling as shown on Figure C-6.
 However,  only  average  baffling conditions are achieved for the basin as a
 whole  because  of the inadequate outlet structure — a Cipolleti weir.  The
 width  of the  weir  is  short in comparison with the  width of the basin.
 Consequently,  dead  space exists  in the corners of the basin, as shown by
 the  plan view.   In addition, the small  weir width causes a-high  weir
 overflow rate, which  results  in short  circuiting in the center of the
 basin.
       Superior baffling conditions are exemplified by the flow pattern and
 physical  characteristics of the  basin shown on Figure C-7.  The inlet to
 the basin consists of submerged, target-baffled ports.  This inlet design
 serves  to reduce the  velocity  of the incoming water and distribute it
 uniformly throughout the basin's cross-section.  The outlet structure is
 a  sharpcrested weir which  extends for  the entire width  of the contact
 basin.   This  type of  outlet  structure will  reduce  short  circuiting and
 decrease the dead space fraction of the basin,  although the overflow weir
 does create  some dead space  at  the  lower comers of the effluent  end.
 These  inlet and outlet structures are by themselves sufficient  to attain
 superior baffling conditions;  however, maze-type Intra-basin baffling was
 included  as  an  example  of  how this  type  of baffling .aids  in  flow
 redistribution within  a contact basin.
      The  plan  and section  of  a circular  basin  with  poor  baffling
 conditions, which  can be attributed to  flow short  circuiting  from the
 center feed well directly to the effluent trough is shown on Figure C-8.
 Short circuiting occurs in spite of the outlet weir configuration because
 the center feed  inlet is not  baffled.   The  inlet  flow distribution Is
 Improved somewhat on Figure C-9 by the addition of an annular ring baffle
at the inlet which  causes the inlet  flow to be distributed  throughout a
greater portion of  the basin's  available volume.   However,  the baffling
conditions in this contact basin  are only average because the inlet center
feed arrangement does  not entirely prevent short  circuiting through the
upper levels  of the basin.
                                  C-28

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               PLAN
             SECTION
FIGURE C-5 POOR BAFFLING CONDITIONS --
          RECTANGULAR CONTACT BASIN

-------
  wi
1 •
   / \ f

   \y
// *
                       PLAN
-/^
w
                    -7




                    /
                     SECTION
          FIGURE C-6  AVERAGE BAFFLING CONDITIONS

                    RECTANGULAR CONTACT BASIN

-------
/
        n
               \
                  /
                ^
                    "N

                          /
                         u
                                ft

                         M
^
                                   /
                           PLAN
     /i
                                        M
                                                 /
                                                 ^Z;
                                               •/
                                               /
PI
        X
                        n
                         11
                         11  —
                         11  —
                         j  i	
                                        i  i
                                        i  i
                                        i  i
                     y
                      /
                         SECTION
           FIGURE C-7  SUPERIOR BAFFLING CONDITIONS
                     RECTANGULAR CONTACT BASIN

-------
             PLAN
             nfs
            SECTION
FIGURE C-S POOR BAFFLING CONDITIONS
          CIRCULAR CONTACT BASIN

-------
                PLAN
               SECTION
FIGURE C-9 AVERAGE BAFFLING CONDITIONS
          CIRCULAR CONTACT BASIN

-------
      Superior baffling conditions are attained in the basin configuration
shown on Figure C-10 through the addition of a perforated inlet baffle and
submerged orifice outlet ports.  As indicated by the flow pattern, more of
the basin's volume is utilized due to uniform flow distribution created by
the perforated baffle.   Short  circuiting  is  also minimized because only a
small portion of flow passes directly through the perforated baffle wall
from the inlet to the outlet ports.

      C.2.4  Additional Considerations
      Flocculation basins and ozone contactors represent water treatment
processes with slightly different characteristics from those presented in
Figures C-5 through C-10 because of the additional effects of mechanical
agitation and mixing from ozone addition,  respectively.  Studies by Hudson
(1975) indicated that a  single-compartment  flocculator had  a  Tlo/T value
less than 0.3, corresponding to a dead  space zone of about 20 percent and
a very high mixed  flow  zone of greater than 90 percent.   In this study,
two  four-compartment  flocculators,   one with and  the  other  without
mechanical agitation, exhibited  TIO/T  values in the range of 0.5 to 0.7.
This observation indicates that not only will compartmentation result in
higher TJO/T values through better flow  distribution,  but also that the
effects  of agitation  intensity on  T10/T  are  reduced where sufficient
baffling  exists.    Therefore,  regardless  of  the  extent  of agitation,
baffled  flocculation basins  with two or  more compartments  should be
considered to possess average  baffling conditions  (T10/T * 0.5), whereas
unbaffled, single-compartment  flocculation  basins are characteristic of
poor baffling conditions (T,,/T • 0.3).
      Similarly,  Multiple stage  ozone  contactors  are  baffled contact
basins which-show characteristics  of average baffling conditions.   Single
stage ozooe contactors  should be considered  as being  poorly baffled.
However, circular, turbine ozone contactors may exhibit flow distribution
characteristics which approach those of  completely mixed basins, with a
TIO/T  of  0>1'  as a result of the intense  mixing.
      In  many cases,  settling  basins  are directly  connected  to  the
flocculators.  Data  from  Hudson  (1975)  Indicates  that  poor baffling
conditions  at the  flocculator/settling  basin interface  can result  in
                                  C-29

-------
 backmixing  from  the  settling  basin  to tht  flocculator.   Therefore,
 settling basins that have integrated flocculators without effective inlet
 baffling  should be considered  as poorly baffled, with  a Tt§/T  of 0,3,
 regardless  of  the outlet  conditions,  unless  intra-basin baffling  is
 employed  to redistribute flow.   If intra-basin and outlet  baffling  is
 utilized, then the baffling conditions should be considered average with
 a TJO/T of 0.5,
       Filters  are  special  treatment  units  because  their  design  and
 function  is dependent on flow distribution that is  completely uniform.
 Except for a snail  portion of flow which shortcircults the filter nedia by
 channeling  along the walls of the filter, filter Media baffling provides
 a  high percentage  of flow  uniformity and can be  considered superior
 baffling conditions for  the purpose of determining T18,  As such, the T§
 value  can  be obtained  by subtracting the  volume  of  the  filter media,
 support gravel,  and underdrains from the  total volume and calculating the
 theoretical detention time by dividing this volume by  the flow through the
 filter.  The theoretical detention time is then  multiplied  by a factor of
0.7, corresponding to superior baffling  conditions, to determine the  T10
value.
      C.2.5  Conclusions
      The  recommended  T,0/T  values  and examples  are  presented as  a
guideline for use by the Primacy Agency in determining Tlo values  in site
specific conditions and when tracer studies cannot be performed because of
practical considerations.   Selection of  T10/T values  in  the absence of
tracer  studies was  restricted  to  a qualitative  assessment  based  on
currently  available data  for the  relationship between  basin  baffling
conditions  and  their  associated  T10/T  values.  Conditions which,  are
combinations or variations of the above examples may exist and warrant the
use of  intermediate T,0/T  values such as 0.4  or 0.6.  As  more data on
tracer studies become available,  specifically correlations between other
physical characteristics of basins  and the flow distribution efficiency
parameters, further refinements to the TI9/T fractions  and definitions of
baffling conditions may be  appropriate.
                                  C-30

-------


               PLAN
               J
                     I
a

                                 /ZL
                                      7. -r-

             SICTION
FIGURE C-10 SUPERIOR BAFFLING CONDITIONS
           CIRCULAR CONTACT BASIN

-------
References

Hudson, H. E., Jr..,  •Residence Times in Pretreatment", J. AWWA, pp. 45-52,


Hudson, H. E., Jr.. Hater Clarification Processes!  Practical Design ana;
Evalufltlon. Van Nostrand Reinhold Company, New York, 1981.       •

Levenspiel, 0..  Chemical Reaction Engineering.  John Wiley ft  Sons  New
York, 1972.                                                        '

Marske, 0. M.  and Boyle, J. 0.. "Chlorine Contact Chamber Design  • A Field
Evaluation", Water and Sewage Works,  pp. 70-77, January, 1973._

Thirumurthi, D.. "A Break-through in the Tracer Studies of Sedimentation
Tanks", J. WPCF, pp.. R405-R418, November, 1969.
                                  C-31

-------
APPENDIX  C:
CONCENTRATING,  PROCESSING, DETECTING AND IDENTIFYING
CIARDTA D'STS  IN WATER         	
The tcitcuiing P&91*  contain background •cnjCA/na-tton ^appO'tttng
My t'oAconcelaj '  talk, -"Me-thocii Cj  Testing jo-t G4.s.'.di& j.n K&tzi."
P£eewe 4ee t»ie 4iuwwttt 0  -#u4 taife (. 14  /iwuc.'t 16   c-*.  att/ie
                              4 taife  (pp. 14  ^/iwuc.'t 16)
            and  ^ci  an outtcne 03 tfie moctc^ed EPA

-------
 APPENDIX::  CONCEMTRATING, PROCESSING
 DETECTING AMD IDENTIFYING GIARHIA CYSTS TN  WATER
    *«ETHOD

 1.  Kftnhrane Filtration

    Celluioslc
    PolvcarMnate
2.  Paniculate Filtration
    (dfatomaceous sarth,  san*,
    etc. )

3.  Alga* fFoerst) Centrifuge
4.  Anionlc and Cat1on1c
    Exchange Resins

5.  Epoxy-Fjherglass Balston
    Tube Filters
 .   Microporous Yarnwoven Depth.
     7 «nd lum or! on anc1
7.  Pel Mean Cassette Svstem
8.  FHterwashing Apparatus
INVESTIGATOR (S)
Chang and Kabler
USPHS, 1956

Pyper, DuFraln and Henry Eng
   2, (unpubllshftd)
Shaw et al, 1977
JuraneTc,"T979
Hoiman et al, 1983
DHHS, WashTngton
Brewer, Wright State UN.
(unpublished)

R1ggs, CDHS Lab, Berkley, CA
(unpublished)
Jakubowskl, Erlckson, 1979 and
1980, EPA-C1nc1nnat1
Mill 1 pore Corp.
(unpublished)
DuWalle, U. of Hash., 1982
(unoubllshftd)
RESULTS
 Generally unsuccessful
Passing  1 gal/min at
•10-PSI.  15-1800 gal
total

Genarally gooc* renoval
but poor eluatlon
 Good  rapid  recovery,
 but United 1n  field
 use

 Generally unsuccessful
 Overall  recovery  20-80
 percent
 Recovery  3-15  percent
 Extraction ave.  58
 percent
 May be useful  for
 processing filter
 washings

 Claims 75 percent
 recovery froii or! on
 filters
                                     TABLE  1

-------
 APPENDIX C:  CONCENTRATE!^  PROCESSING.
 DETECTING AND IDENTIFYING 61 ASP!A CYSTS  IN  HATES
                     PRIfttRY CONCENTRATION AND  PROCESSING METHODS

 1.  MEM3RANE FILTER (VF)  *€THOOS

      a.   f>lulos1c (m
-------
 APPENDIX::  CONCENTRATING,  PROCESSING,
 DETECTING AND IDENTIFYING 61 ARM A CYSTS  IN WATER
 V  A'.GAE CENTRIFUGE

     a.  Was found to recover wore cysts  UQX) than a series of MF-f liters and
         nylon screens:  5 vs.  1 day. by MF.

     b.  Hay be fnpnctical  in Held because of power requirement,

     c.  If used 1n lab,  1 large single sample collected 1n the field could miss
         cyst.

     rf.  May find application for concentration cysts from orlon filt.tr washings.

 4.   ATOMIC AND CAnninc EXCHANGE RESINS (Brewer - unpublished)
     a.  Based on hypothesis  that cysts could be attracted to charged surfaces,
         cysts have a charg*  of  approximatflly 25mV at pH S.S which increases in
         electro-negativity as the pH  rises to 8.0.

     b.  Charge attraction  techniques  have been used for concentration of both
         bacteria and viruses in witer.

     c.  Five exchange resins were tested:
              (1.   4« percent recovery from inionic Dowex  1-XY columns
              (2.   38 percent recovery from catioiic Dowex 50W-X8 columns

     d.  Compared" to parallel  tests w/diatomactous earth, exchange resins less
         g*ficient in retention.

5.   BALSTOH EPQW-FIBERGLASS TUBE FILTERS

     i.  Riggs of CSHO,  Virtl  *nd R1ck. Ub. , can filter 500 gallons drinking
         water thru 10"  - 8 wB lalston tube filter.

     b.  Backslashes w/1 I  3  percent beef extract or solution of 0.5 percent
         potassiun citrate.

     c.  Concentration 1s centrffuged  w/40 percent potassium citrate and niddls
         layer filtered  thru  5 u polycarbonate filters.

     d.  Uses direct inmunofluorisctnce antibody technique for detection and
         Identification.
                        »
     e.  Claims ?Q-BO percent efficiency in collection, preprocessing and ID.

6.   HICROPOP.OUS YASNtfOVEN  OEPTH FILTERS

     a.  In 1975 E'PA develooed a concentration-extraction method involvinj "arg
         volumes of water thru siicroporous  yarnwoven orlon-fiber filters.

     b.  THIS method has been tenatively adopted as the "method of choice' *:•'
       "  concentriting cysts  fr.om water supplies.

-------
                C:  CONCENTRATING. PROCESSING,
       DETECTING AND mENTIFYIHG 6IAROIA CYSTS  IN  !4AT£R
•8.
            c.  Since initial  studies which showed  only  3-H percent recovery with a mean
                of 6.3 percent iM i 58 percent extraction  rate,  several changss Have been
                wade which miy have Increased the retention rate  to >20 percent.

                     1.  Gone from 7 to 1 urn porsity  filter
                     2.  Limited the ra*e of flow to  1/2 gallon/rain
                     1.  limited the pressure head  to 10 PSI
                     4.  Have §one to po'yproylsne  filters  in  lieu of or! on

            d.  It. was the first methol successfully  used to detect cysts  in the  •
                distribution system of * community  water sypply.

            e.  Is the reconmended filter to be used  by  the EPA consensus  method,

       7.   peiUCAM CASSETTE SYSTEM

            a.  Is a p1 ate and frame style holder which  accepts both ultra thin and -iepth
                typ* filters.

            h.  Has from 0.5 to 2S ft2 of filter area.

            c.  Has not been investigate* thoroughly  but has had  some success in  virus
                concentration.
            d.  Its main application for cyst recovery  may  lay with  the  processing of
                filter washings.

                          APPARATUS
            a.   This  is  a  proposed device by DuUalle,  1982 -from U.  of W.f  for unwinding
                the fibers *rom the filter cartridge while  repeatedly brushing and
                squeezing  them while in a bath solution.

            b.   Bath  could contiin either a surfactant or pH  controlled  solution.

            c.   Potential  claims are as high as 7S percent  extraction of cysts from the
                fibers.
                        TABLE 2',

           METHOD.

           Inunof 1 uorescenee
C4)
         b.
         c.   Monoclonal Antibodies
       2.   EL ISA  Method
                                   DETECTION HETHODS

                                  INVESTIGATOR?S)

                                  Riggs,  CSOHS Lab,  Berkley,  CA
                                  1983

                                  Sauch,  €PA-Cincinnati
                                  Riggs,  CSDS

                                  Rigqs,  CSOHS
                                  Sauch,  EPA-Cincinnati
                                  (unpublished!

                                  Hungar,  J.  Hopkins MD,  1983
           Brfqhtfleld/Phase Contrast    EPA Consensus method
RESULTS

Good prep.,
Cross Rx

Still under study


Still under study



Feces sanoles only

Ongoing

-------
 APPENDIX C:  CONCENTRATING.  PROCESSING,
 nETECTING AND IDENTIFYING dlAP.DIA CYSTS  IN WATER
                                  nETECTlQH METHODS

 l.a,  DIRECT FLUORESCENT ANTIBODY  (DRA) TECHNIQUE

     1.  R1ggs has produced a high tlter  purified  Immune sera to Giardia Iambi la
         cysts In guinea pigs and  labeled 1t trfth  Huoreeein isothlo cyanate.  Sera
         1s purified thru NH40H and OEAE  se*adex fraetlonatlon,

     2.  Obtained cross reactions  with ChUomstlx aesnUI cysts hut claims 1t can
         be easily distinguished from 61 arm a  ay its smaner size..

 l.b.  INDIRECT FLUORESCENT ANTIBODY (IFA)  TECHNIQUE

     1.  Sauch using IFA with Iwnune sera from rabbits (unpuHfled).  It Is reacted
         with commercially available fluorescent-labeled goat ant1-rabb1t gamma
         globulin.                       ,

     2.  Some cross-reactions with certain algal cells.

I.e.  MOHOCLOHAL ANTIBODIES

     1.  Using clones of hybrldoma cell lines  obtained by fusing mouse myeloma
         cells with spleen calls fra«n mice (8AL8/c) Immunized with £. lanblia
         troohozoltes.                                             ""

     2.  Produced eight monoclonal  antibodies  evaluated by IFA against both trophs
         anH cysts.
         a.   3/8 stained the ventral  disk
         b.   2 stalne^  the nuclei
         c.   2 stained  cytoplasmlc granules
         ri.   2 stained  membrane comnonsnts-

     3.  Variability 1n staining may be due to differences 1n stages of encystme'nt.

     4.  Preliminary results Indicate nonoclonal ABs may give rapid and specific  ID
         o*  cysts.

     5.  Rx  may be  too  specific, not reacting  with all human forms of G. lamblla
         may have to go to polyclonal Als.

2.   EL ISA ME
     a.   Hungar at John  Hopkins  (unpublished)  has produced a detection method by
         ELISA using  a Intact  "sandwich"  technique 1n 96-weli mfcrotlter plates.

     b.   Using antlstra  from 2 different  animals {may present problem).

     c.   Weart a n1n1imira  of 12  cysts/well  for color Rx.
                                                                        (C:

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                      APPENDIX D

        ANALYTICAL REQUIREMENTS OF THE SWTR AND
A SURVEY OF THE CURRENT STATUS OF RESIDUAL DISINFECTANT
MEASUREMENT METHODS FOR ALL CHLORINE SPECIES AND OZONE

-------
                                APPENDIX D
                         ANALYTICAL REQUIREMENTS


       Only  the analytical  method(s)  specified in the SHTR,  or otherwise

Approved  by   EPA,  nay  be  used  to  demonstrate compliance  with  the

 requirements of the SWTR.  Measurements  of pH, temperature, turbidity, and

 residual disinfectant concentrations must be conducted by a party approved

 by the Primacy Agency.  Measurements for total coliforms,  fecalxoliforms,

 and  heterotrophic  bacteria as measured by the heterotrophic plate count
 (HPC), must be conducted by a  laboratory certified by the Primacy Agency
 or EPA to do such  analysis.  Until laboratory certification criteria are

 developed for  the analysis of HPC and  fecal coliforms,  any laboratory
 certified for  total  coliform  analysis  is acceptable for HPC  and fecal

 coliform analysis.  The test methods to be used for various analyses are
 listed below:

       (1)   Fecal  coliform concentration -  Method 908C (MPN Procedure),
            9080  (Estimation  of  Bacterial  Density),  or  909C  (Membrane
            Filter Procedure)  as set forth  in  Standard  Methods  for the
            Examination of Mater and Wastewater.  American Public Health
            Association, 16th edition.

      (2)   Total  coliform concentration  -  Methods  908A, B,  D  (MPN
            Procedure) or 909A, B (Membrane Filter Procedure) as set forth
            In  Standard  Methods  for  the  Examination  of  Water  and
            Hastewater. American Public Health Association,  16th edition;
            Autoanalysis Colilert  (EPA  refers to this as Minimal Medium
            ONPG-MUS Method),  as set forth  in Applied and Environmental
            Microbiology,  American Society  for  Microbiology, Volume 54,
            No. 6, June 1988.  pp. 1595-1601.

      (3)    Heterotorphic Plate Count - Method 907A (Pour Plate Method),
            as set forth in Standard  Methods  for the Examination of Hater
            and  Wastewater.  American   Public  Health  Association,  16th
            edition.

      (4)    Turbidity - Method  214A (Nepheloroetric Method) as set forth in
            Standard  Methods for the  Examination of Water and Wastewater.
            American  Public Health Association,  16th edition.

      (5)    Residual  disinfectant concentration  • Residual  disinfectant
            concentrations for free chlorine and combined chlorine must be
            measured  by  Method  408C  (Amperometric   Titration  Method),
            Method 408D (DPO Ferrous Titrimetric Method),  Method 408E (DPD
            Colormetric Method),  or Method  408F (Leuco Crystal  Violet


                                  0-1

-------
            Method) as set forth in Standard Methods for the Examination
            of Water and Wastewater. American Public Health Association,
            16th edition.  Disinfectant  residuals  for free chlorine and
            combined  chlorine  may  .also   be   measured  by  using  DPO
            colorimetric  test kits If approved by the  Primacy Agency.
            Disinfectant' residuals for  ozone  must be measured by the
            Indigo   Trisulfonate  Method   (Bader,   H.,   Hoigne,   J.,
            "Deternination of Ozone in  Hater  by  the Indigo  Method;  A
            Submitted Standard Method;"  Ozone  Science and Engineering,
            Vol. 4, pp. 169-176,  Pergamon Press  Ltd.,  1982), or automated
            methods which are calibrated  in reference to the results
            obtained  by  the  Indigo  Trisulfonate  Method,  on-a regular
            basis, as determined by the  Primacy Agency.   This method is
            described in  section  of the manual.  (Note:  This method is
            included  In  the  17th  edition  of  Standard Methods  for the
            Examination of Water and Wastewater.  American  Public Health
            Association; the  Idiodometric Method in .the 16th edition may
            not be used.)   Disinfectant residuals  for chlorine dioxide
            must  be  measured  by  Method 410B   (Amperometric  Method)  or
            Method 410C (DPD Method)  as set  forth in Standard Methods for
            the  Examination   of  Water  and  Wastewater. American Public
            Health Association, 16th edition.

      (6)   Temperature - Method  212 as set  forth in Standard Methods for
            the  Examination   of  Water  and  Wastewater. American Public
            Health Association, 16th edition.

      (7)   pH -  Method 423  as  set forth  in  Standard Methods for the
            Examination of Water and Wastewater.  American Public Health
            Association, 16th edition.

References

Edberg et al,  "National Field  Evaluation of a Defined Substrate Method for
the Simultaneous Enumeration of Total Coliforms  and Escherichia Coli from
Drinking Water:  Comparison with the Standard Multiple Tube Fermentation
Method," Applied and Environmental Microbiology, Volume 54, pp.  1595-1601,
June 1988.
                                   D-2

-------
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               43 
-------
A SURVEY OF THE CURRENT STATUS OF RESIDUAL DISINFECTANT
MEASUREMENT METHODS FOR ALL CHLORINE SPECIES AND OZONE
                          by
                    Gilbert Gordon
                Department of Damistry
                   Miami University
                   Oxford, OH 45055
                   William J. Coooer
            Drinking Water Research Center
           Florida Intarnational University
                 Miami, Florida 331S9
                      Rip 6. Rics
                  Rice, Incorporated
                Ashton, Maryland 20861
                   6fiber: £. Pacey
                Departaient of Chemistry
                   Miami University
                  Oxford, Ohio 450S5
                     Prepared for:

               AWWA Research Foundation
                 6665 W. Ouincy Avenue
                   Denver, CO 30225
                     November 1987
   Published  by  the American Water Works Association

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                          DISCLAIMER
This study was funded by the American Watar Works Association
Researcn Founcatlon (AWWARF).  AWWARF assumes no ressonsibil-
ity for Me content of the research study resortaa in this
publication, or for the opinions or statements of fact
exoressed in the resort.  The mention of tradenames for
commercial products does not represent or Imply the approval
or endorsement of AWWARF.  This report is presents solely
for informational purposes.

Although the research described in this document has been
funded in part by tne United States Environmental Protection
Agency tnrougn a Coooeratlve Agreement, CS-311325-0!, :o
AWWARF, it has not been subjected to Agency review and
therefore does not necessarily reflect the views of the
Agency ana no official enoorsement snould be inferrac.
                       Copyright  9  1S87
                             "by
    American Watar Worses Association  Research Foundation
                       Printed  in U.S.

-------
                                   FOREWORD
 This  reoort  1s  sart  of the on-going rssearcn  program  of the  AWWA  Resaar:n
 Foundation,  "he  researc.n  described in  me  following  pages was  funded by
    Foundation  in benalf of its memoers and subscribers in partica1.
the
                                                                   ar and
                                                                       need
the water supply industry  in general.  Selected for funding by AWWARF's
Board of Trustees, the project was identified as a practical, priority
of the incustry.  It is hooed that this publication will receive wide and
serious attention and that its findings, conclusions, and recommendations
will be applied in communities througnout the United States and Canada.

The Researcn Foundation was created by the water suoply industry as its
center for cooperative researcn and development.  The Foundation itself
does not conduct researc.n; it functions as a planning and management
agency, awarding contracts ta other institutions, such as water utilities,
universities, engineering  firms, and other organizations.  The scientific
and technical exaertise of the staff is further ennancad by industry
volunteers wno serve on Project Advisory Committees and on otner standing
committees and councils. -An extensive planning process involves many   * •
hundreds of water professionals in the important tasfc of keeoing the
Foundation's program ressonsive to the practical, ccerational neecs of
local utilities and to tne gerreral research and development needs of a
progressive incustry.                                 '                •

All  aspects of water sucply are served by AWWARF's research acenca:
rssourcas, rraatsent anc operations, distribution and storage', watar
quality and analysis, economics and management.  The ultimata pursosa of
this effort is to assist local watar suopliers to provide tne hignest
possible quality of watar, accrcmically and raliably.  The .Foundation's
Trustees are pleased to offer tr.is puolication as contribution tswari tnst
end.

This project reviewed all  disinfectant residual measurement methods for
free cnlorine, chloramines, ozone and chlorine dioxide with special
atta.nticn  to interferences that could be experienced by tne watar utility
industry.   Seccsmendations, practical guidance, ano cautions on tne
selection  of acoropriata residual  measurement techniques are summarized
(Please see Preface for information en full reoort).
ve,rcme d. ji .oer*
        , Hears of Trustees
      asaart.-: rcunca::cn
                                      ^uarpes  r.  .'-ianwaring,  P.i.
                                      ^-fxecutive Director
                                         AWWA 3esearc.n  Foundation

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                                .PREFACE
This document summarizes the AWWA Research Foundation's 815 pace
puolic«1on "Disinfectant Residual Measurement Methoos."  That"
puolication (Publication Numoer 90523} can be oraered frcm tne       .
Customer Services  Oeparraent, 6006 U. Qulncy Avenue.  Denver, CO  30235;
telepnone, (303) 794-7711.

Tne purpose of this  summary document is to provide the water utility
laboratory analyst with guidance in selecting disinfectant residual
measurement methods.  Either this document or the full  report is
recommended as a comoanion to Standard Methods for the Examination of
Water ana Wastewater.

-------
                              AOCWWUDKMENTS
The authors wisn M txaress  their appreciation to  the American Wattr Wor
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    3.  To briefly r*vi*w the present understanding of the chlorine-
        ammonia chemistry and in particular, in relationship to the
        measurement of chlorine and combined chlorine.

    4.  To review and summarize all residual measurement techniques
        currently available for chlorine dioxide, chlorite ion and
        chlorate ion.

    S.  To review and summarize the analytical procedures currently
        used by operating water utilities to control ozone treatment
        processes, considering disinfection as well as the many oxid-
        ative applications of ozone in water treatment applications.

    6.  To discuss common interferences associated with the measurement
        of each of the disinfectants/oxidants described above (free
        chlorine, combined chlorine, chlorite ion. chlorine dioxide,
        chlorate ion, and ozone).

    7.  To provide guidance and recommendation for water utilities in
        selecting residual monitoring techniques for each of the above .
        disinfeetants/oxidants.

    8.  To recommend future research for development of monitoring and
        analytical methods to improve accuracy, and reduce tiae and cose
        requirements for the measurement of the above disinfectants.


    In the full report, we present as complete as possible an examination of she
world-wide body of literature on analytical methods used by  the  water  utility
industry  in  order  to elaborate on the various problems, advantages, disadvan-
tages and known interferences for each of the currently used analytical sechods.

    Foremost in our objectives has been a better understanding of the  reliabil-
ity of various measurements which have been carried out.  Since there are inher-
ent limitations in all measurements, it becomes apparent that there are specific
needs  for  some  indication of the reliability of the result, i.e.,  what is the
precision and accuracy of the reported value, and are these acceptable?

    The volatility of most  of  the  disinfectants  makes  sampling  and  sample
handling  a  major  contributor  to  imprecision  and  inaccuracies.    "Standard
additions* is a questionable technique; it should be avoided if possible,  since
the pipetting and dilution process causes potential loss of disinfectant.

    The relative usefulness of each method, along  with  descriptions  of  known
interferences such as turbidity, organic matter, ionic materials, solids, color,
buffering  capacity,  as  well  as the nature of the sample and the time between
collection of the sample and the actual analysis, are described in this  report.
It  must  be  emphasized,  however,  that  almost invariably each of the methods
described is based on  the  total  oxidizing  capacity  of  the  solution  being
analyzed  and  is  readily  subject  to interferences from the presence of other
potential  oxidizing  agents  and/or  intermediates  from  concomitant'  chemical
reactions.   Under  ideal  conditions some of the methods are accurate to beccer

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 than ±1%--especially in  eha  absence  of  eoaaon  interferences--whereas  osher
 methods   are   «lmo«c  semi-quantitative  in  nature  with  many  eoaaon  specie*
 Inetrftrinf with boch tha precision and accuracy of the aeasureaents.

     Va hava also inciudad chloraca len  as  a  residual  species  In  that  only
 rtctncly  hava  raliabla  analycieal  methods  bagun co appaar in the literature
 (5,6,10). .  Ua  also  raperc on  tha chaaistry of  the  chlorine-ammonia  system  and
 tha  associated breakpoint raactiona, because ona of tha most eoaaon incafartneas
 in tha aaaauraaant  of fraa chlorina is aonoehloraaina.

     Tha aoit important davalopmant for this raport has baan tha dacision to  in-
 eluda  a  praliminary  saction dascribing an "idealized* analytical aathod.  The
 naad for  this  saction became  apparant aa our writing prograssad dascribing  .each
 of tha analytical aathoda for chlorina.  Spacific itaas inciudad in this "ideal-
 ized*  aathod  ara   accuracy,  praeision, raproduciblity, lack of intarferences,
 aasa of uaa of tha  aathod. lack of falsa poaitiva valuaa, and So forth.

     Tha banafit  of  tha "idaalizad* analytical  aathod is to allow individual con*
 parisons and to  allow tha ehoica batvaan various  aathods  basad  on  individual
 aathod  shortcomings.   For   exaapia, a particular aathod aight hava as its only
 difficulty  intarfaranca by aanganasa and iron.  In aany eircuastancas. this type
 of intarfaranca  aight ba  a aajor problaa.   Howavar,  should  tha  v«tar  supply
 undar  consideration not  hava any aanganasa or iron, it is quite likely that tha
 aathod aight ba  vary usable--and as a aattar of fact  vail  might  ba  tha  best
 method of choice.

     In othar eaaas,  spaad of  analysis rather than  potential  interferences  (or
 choice  of  soaa othar important characteristic) eight ba tha guiding factor in
choosing an analytical  aathod.  In this way rational choices can ba  made  based
 on potential and/or real  difficulties and/or interferences and as compared to an
 "idaalizad" aathod  ••  rather  than a possibly controversial existing aathod.

    Tabla I has  bean constructed as a quick reference  guide  to  tha  available
 aathods  for   tha   determination of water disinfection cheaicals and byproducts.
 Included ara partinanc  analytical  characteristics  such  as  detection  limits,
 working  ranga.  interferences,  accuracy  and praeision estimates.  The current
 status of tha  aathod, a*  gleaned froa thia  report,  is  given.   Tha  necessary
 operator  skill  laval  is  givan to aid tha laboratory manager in assessing the
 aanpowar  requirements  for   a  particular   aathod.    Additional   information
 concerning  tha reasons  for tha currant status  is contained in tha Recommendation
 Saction of  tha Executive  Suaaary and tha coapiata raporc.

    A* each of eha  methods is described in detail in tha full  raport,  specific
 conclusions ara drawn*«along with appropriate recommendations--by eoaparing the
 aathod against cha  "idealized" analytical aathod for that species.

    Ona additional  banafit of this direct eoaparison is tha possibility of  add-
 ing  or subtracting a aathod  to tha list of Standard Methods for the Examination
 of Water and Uaatewatar (13), basad on a rational sat of  criteria.   It  .should
 also  be  possible   in  tha futurt to dacida on tha viability of various methods
based on their meeting  specific criteria rathar than based only  on  comparisons
between  analytical   laboratories  (and personalized subjective reactions to the
various aathods  thaasalvas

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 TABLE X.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS*

                   Sptclti*      DETECTION  WORKING  EXPECTED  EXPECTED
TSfPE OP TEST       MEASURED        LIMIT     RANGE   ACCURACY  PRECISION  SKILL'
 (METHOD)*         DIRECTLY       («g/L>    (mg/L)     (± %)    (± %)     LEVEL

FREE CHLORINE             •                                       .

  •I«U*1"       Cl, * HOCl/OCl-   0.001   0.001 • 10    0.3      0.1       1

  UV/VISIBLE    Cl, + HOC1/OC1-     - 1     I • 100      NR       NR       3


    Continuou*  Cl, + HOC1/OC1'     1.5    1.5 - 300     NR   " .  NR       3


  AMPEROMETRIC TITRATlON:

    Forward     Cl, + HOC1/OC1'   0.0018*     > 10   '    NF       NF       2
                                0.02 - 0.03*  > 10       NF     3-50     2

    Back         Cl, + HOC1/OC1-   0.002       > 10     3 - .50     NF       2

    Continuous  Cl, * HOC1/OC1*   0.005       > 10       N"R      1.0      2/3


  IODOMETRIC TITRATlON:

    Standard    (Tocal Chlorin*)   0.07*     0.1-10     NR       N*R       2


                                  0.35*     0.5 -  10     NR       NR       2
 DPD  .

    FAS Tit'n    Cl, * HOCl/OCl-    0.004*     0.01 -  10    NF     2-7      1

                                  0.011*     0.01 -10    NF     2-7      1

   Color'mcre   Cl, + HOC1/OC1'    0.01*     0.01 -  10  I -  15   1-14     i

   Sctadlfac    Cit * HOCl/OCl"    0.01»     0.01 -  10    NF       NR      1/2

 LCV

   Black and
     Whittl.    Cl, * HOCl/OCl-    0.01       0.25-3     NF        NR      .1

   Uhietl* &
     Lapeaff   Cl, + HOCl/OCl'    0.01       0.25 -  10    NR      0-10     2

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TABLE X.  CHARACTERISTICS (confd)
STABI
REAGENT
5 YRS
NA
NA
1-2 yrs
1*2 yrs
1-2 yrs
1-2 yrs
1 yr
1 yr
powder
stable*
powder
stable*
powder
stable*
powder
stable*
months
months
LITY
> 1 DAY
NA
NA
NA
NA
NA
NA
10 min
or less
10 Bin
or less
30 Bin
30 ain
30 min
30 ain
NR
NR
INTERFERENCES
NONE
4*1 mi /»•[ M
bUlflg • (*lj?l
baekgnd Abs
C1NH, - C1,N
C1NH, - C1,N
ClNHa * C1,N
C1NH, • C1,S
C1NH, * C1,N
All oxidizing
species
All oxidizing
species
C1NH, • C1,N
oxid species
C1NH, * CltM
oxid species
C1NH, . C1,N
oxid species
C1NH, - C1,N
oxid species
C1NH, - C1,N
oxid species
Oxidizing
species
pH RANGE
Independent
pH Dependent
pH Dependent
pH Dependant
pH Dependent
pH Dependent
pH Dependent
pH Dependent
pH Dependent
Requires
buffer
Requires
buffer
Requires
buffer
Requires
buffer
Requires
buffer
Buffering
FIELD
TEST
YES
NO
NO
YES
YES
YES
YES
NO
NO
NO
NO
YES
YES
YES
YES
AUTOMATED
YES
NO
YES •
YES
YES
YES .
YES
NO
NO
NO
NO
NO
. NO
NO
NO
CURRENT
STATUS
RECOMMENDED
RECOMMENDED
(LAB TEST)
CONT'D STUDY
RECOMMENDED
RECOMMENDED
RECOMMENDED "
RECOMMENDED
RECOMMENDED
(LAB TEST)
RECOMMENDED
(LAB TEST)
RECOMMENDED
(LAB TEST)
RECOMMENDED
(LAB TEST)
RECOMMENDED
(FIELD TEST)
RECOMMENDED
(FIELD TEST)
ABANDON
RECOMMENDED
(LAB TEST)

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    TABLE X.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS* (conc'd)
TYPE OF TEST
 (METHOD) •
Sp«cl««»
MEASURED
DIRECTLY
DETECTION  WORKING  EXPECTED  EXPECTED
  LIMIT     RANGE   ACCURACY  PRECISION   SKILL'
 (Bg/L)    (ag/L)     
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    TABLE I.  CHARACTERISTICS (eont'd)
    STABILITY •                                    FIELD               CURRENT
REAGENT   PRODUCTS   INTERFERENCES   pH RANGE     TEST   AUTOMATED    STATUS
2 years T 30 ain
at high
2 years' 30 Bin
at high
NF NF
NF NF
NF 15-20 Bin
NF S3 ain
NR <1 sac
NR 
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    TABU X.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS* (conf d5

—.. M. «,«,       Sp«ci««»      DETECTION  WORKING  EXPECTED  EXPECTED
TY?L2LT?ST       MEASURED        LIMIT     RANGE   ACCURACY  PRECISION  SKILI
 (METHOD)*         DIRECTLY        10
03* > 10
> 10
> 10
NT NF
NF 3 - 50
3 - so :;F
NR 1.0
2
2
2
2/3
IODOMETRIC TITRATION:
Standard
DPD
FAS Tlc'n
Cl, + HOCl/OCl-
NH,C1 NHCl, NCI,
Cl, * HOC1/OC1-
NH,Cl NHCl, NCI,

Cl, * HOC1/OC1-
NH,C1 NHCl, NCI,
Cl, + HOC1/OC1-
0.073
0.35«

0.004*
O.U«
O.I • 10
0.5 - .100

0.01 - 10
0.01 • 10
NR SR
NR NR

NF 2-7
NF 2 - 7
2
2

1
1
               NH,C1  NHCl,  NCI,

   Color'aerc  Cl, +  HOCl/OCl*    0.001*     0.01  -  10   I  -  15  I  -  14
               NH,Cl  NHCl,  NCI,
 LCV
   Black &
     Whiccle   Cl, + HOCl/OCl-   0.005      0.25-3      NF   4-10
               NH,Cl NHCl, NCI,

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     TABLE I.   CHARACTERISTICS (conc'd)


     STABILITY                                   FIELD               CURRENT
 REAGENT   PRODUCTS    INTERFERENCES   pH RANGE    TEST   AUTOMATED    STATUS
  5 YRS    > I DAY
             NONE
                Independent   YES       YES      RECOMMENDED
                   of pH
 1  • 2 yrs   NA

 1  - 2 yrs   NA


 1  - 2 yrs   NA


 1  • 2 yrs   NA
          Oxidizing
           Species
          Oxidizing
           Species

          Oxidizing
           Sptci«s

          Oxidizing
           Species
                pH Dependent  YES

                pH Dependent  YES


                pH Dependent  YES


                pH Dependent  YES
YES     RECOMMENDED

YES     RECOMMENDED


YES     RECOMMENDED


YES     RECOMMENDED
 1 yr     10 min    All oxidizing   pH Dependent  NO       NO      RECOMMENDED
                      species                                        (LAB TEST)
 1 yr     10 min    All oxidizing   pH Dependent  NO       NO      RECOMMENDED
                      sp«citi                                        (LAB TEST)
powder     30 min
  stable*
powder     30 min
  stable*

powder     30 min
  stable*
Oxidizing
Species
Oxidizing
Species
Oxidizing
Species
Requires
buffer
Requires
buffer
Requires
buffer
NO
YES
YES
NO
NO
SO
                                                        RECOMMENDED
                                                         (LAB TEST)
                                                        RECOMMENDED
                                                         (FIELD TEST)

                                                        RECOMMENDED
                                                         (FIELD TEST)
 oonths
NR
Oxidizing
 Species
                                      Requires    YES      NO
                                       buffer
          ABANDON

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     TABLE X.   CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS*  (conc'd)

                    Sp«cl«.t       DETECTION  WORKING  EXPECTED   EXPECTED
 TYPE OF TEST        MEASURED         LIMIT     RANGE   ACCURACY   PRECISION  SKILL*
  (METHOD)*          DIRECTLY         10         NF   0 - 10      2

                      NH,C1        NR        > 10         NF     NF        2
DPD
FAS TlC'n NH3Cl
Color'acre NKaCl

NR 0.01 -.10 NF 2 - 7 I
NR 0.01 - 10 NF 5 - 75 I
                                      10

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     TABLE X.  CHARACTERISTICS (cont'd)
     STABILITY                                   nEU)               CURRENT
 REAGENT   PRODOCTS   INTERFERENCES   pH RANGE   TEST   AUTOMATED     STATUS
 months
             NR
Oxidizing
 Species
Buffering    YES
                                                            NO      RECOMMENDE3D
                                                                     (LAB TEST)
 2  YRS      30  ain    Oxidizing        Buffering   YES      NO
           at  high    Species          critical
           Cl,

 2  YRS      30  ain    Oxidizing        Buffering   YES      NO
           at  high    species          critical
           Cl,
                                                                    RECOMMENDED
                                                                   RECOMMENDED
 3  months    NA
                    Oxidizing      pH Dependent  YES      YES     RECOMMENDED
                     Species. Cl~
  5 YRS    >  I DAY
                        NONE
               Independent   YES
                                                           YES     RECOMMENDED
  NA
           NA       C1,NH - C1,N
                     backgnd Abs
                                    pH  Dependent  NO
                                     NO      RECOMMENDED
                                              (US TEST)
1-2 yrs    NA       Cl,NH - C1,H   pH Dependent  YES

1-2 yrs    NA       Cl,NH - CljS   pH Dependent  YES
                                                           YES     RECOMMENDED

                                                           YES     RECOMMENDED
powder     30 ain
  stable*
powder     30 ain
  stable*
                    C1NH,  . Cl,N   Requires     NO       NO
                     oxid species    buffer
                    CINH,  - Cl,N   Requires     YES      NO
                     oxid species    buffer
                                             RECOMMENDED
                                              (LAB TEST)
                                             RECOMMENDED
                                              (FIELD TEST)
                                      II

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    TAILS  I.   CHARACTERISTICS AND  COMPARISONS OF ANALYTICAL METHODS* (conc'd)
TYPE OF TEST
  (METHOD)*
Sp«ci«*t      DETECTION  WORKING  EXPECTED  EXPECTED
MEASURED        LIMIT     RANGE   ACCURACY  PRECISION  SKILL*
DIRECTLY       (mg/L)    (mg/L)     (± %)     (* %)     LEVEL
  LCV
    UhiceU &
      Lipcaff
   NH,C1
 NR
0.25 - 10     NF    0-43     2
  ELECTRODE METHODS

    Stiver Iodide
    Volcano*eric
   NHaCl
          O.I - 10      NR      NR
DICHLORAMINE*
                      SHC1,
               0.001     0.001 - 10   0.5     0.1
  UV/VISIBLE
   NHC1,
- I
1 - 100
                                                          NR      .NT*
  AMPEROMETRIC TITRATION:
Forward
Back
DPD
FAS Tic'n
Color 'mere
LCV
whicel* &
Lapceff
NHC1,
NHC1,

NHC1,
NHC1,

NHCl,
NR
NR

NR
NR

NR
> 10
> 10

0.01 . 10
0.01 - 10

0.2S • 10
NF 0 2
3 - 50 NF 2

NF NF I
NF 0-100 1

NF 10 - 150 2
                                      12

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     TABLE I.  CHARACTERISTICS (cont'd)


     STABILITY _                                  FIELD               CURRENT
 REAGENT   PRODUCTS   INTERFERENCES   pH RANGE   TEST   AUTOHATED     STATUS
 aonchs       NR       Oxidizing       Requires     YES       NO       RECOMMENCED
                       species         buffer                        (LAB TEST)
   NA
NA       Oxidizing       Requires   POSSIBLE  POSSIBLE CONT'D STUDY
          speeles         buffer
  5 YRS    > 1 DAY
            NA
             NONE       Independent   YES
                           of pH

         CINH, & CI,N   pH Dependent  NO
          baekgnd Abs
YES
                                                                   RECOMMENDED
                                                                   RECOMMENDED
                                                                     (LAS TEST)
 1-2 yrs    NA       CINH, & Cl,N   pH Dependent  YES      YES     RECOMMENDED

 1-2 yrs    NA       CINH, & C1SN   pH Dependent  YES      YES     RECOMMENDED
powder     30 mln
  suble*
powder     30 mln
  stable*
         CINH, &  CljN   Requires     NO       NO
          oxld speeles    buffer
         CINH, &  CljN   Requires     YES      NO
          oxld species    buffer
        RECOMMENDED
         (LAB TEST)
        RECOMMENDED
         (FIELD TEST)
months
          Oxidizing      Requires     YES      NO      RECOMMENDEDO
           species        buffer                        (LAB  TEST)
                                      13

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    TABLE X.  CHARACTERISTICS AND COMPARISONS  OF ANALYTICAL METHODS* (cone'
TYPE OF TEST
 (METHOD)*
Sp«ci«s»      DETECTION  WORKING  EXPECTED  EXPECTED
MEASURED        LIMIT     RANGE   ACCURACY  PRECISION  SKILL*
DIRECTLY       («g/L)    (mg/L)     (± %)     <± %)    LEVEL
TRZCHLORAKIKE*
                      NCI,
               0.001
         0.001 - 10   0.3    0.1
  UV/VISIBLE
   NCI.
NR
NR
.NTl     NR
  AMPEROMETRIC TITRATION:

    Forward           NCI,
                NR
          > 10
            NF   5 •• 100
DPD
FAS TiC'n
Color'mcre
LCV
Vhiccl* &
L«pc*£f
CHLORINE DIOXIDE
•Xd*al*
10DOMETRIC
AMPEROMETRIC
DPD
UV
Manual

NCI, NR 0.01 - 10 .VR .VR
NCI, • NR 0.01 . 10 NR :,"R

NCI, NR 0.25-10 NR .VR

CIO,' 0.001 0.001 - 10 0.5 0.1
CIO, 0.002 0.002 - 95 1 - 2 1-2
C10,»« 0.012 0.02 • ?? I - 15 1 - 15
CIO,*0'1* 0.008 0.008 - 20 10 7-15

CIO, 0.05 0.05 -500 5 5

I
I

2

1
2
3
2

2
   FIA
  CIO,
                                  0.25      0.25 - 142

-------
     TABLE I.   CHARACTERISTICS  (conc'd)
     STABILITY                        •          FIELD               CURRENT
 REAGENT    PRODUCTS    INTERFERENCES   pH RANGE   TEST   AUTOHATED    STATUS
  5 YRS    >  1 DAY
               NONE
           Independent   YES      YES     RECOMMENDED
  NA
  1-2 yr«
  NA
  NA
povd*r     30 min
  stable*
povder     30 ain
  stable*
months
  NR
C1NH, • CijNH
baekgnd Abs
HOCl/OCL*
C1NH, • ClaNH
C1NH, - C1,NH
oxid species
C1NH, - CljNH
oxid species
Oxidizing
pH Dependent NO
pH Dependent NO
Requires NO
buffer
Requires YES
buffer
Requires YES
buffer
NO RECOMMENDED
(LAS TEST)
YES RECOMMENDED
(LAS TEST)
NO RECOMMENDED
(LAS TEST)
NO RECOMMENDED
(LAB TEST)
NO RECOMMENDED
(LAS TEST)
 5 YRS

 I YR


 good
> I DAY
NONE
Subject to  Oxidizing
oxid*cion    specie*

Subject eo  Metal ions &
oxidation    nitrite ion
solid     < 30 ain    Oxidizing
 stable*               species
Independent   YES

  2-5       NO





    7         NO
YES     RECOMMENDED

NO    NOT RECOMMENDED


HO    CURRENTLY USED


NO    NOT RECOMMENDED
 none
 none
           none
           none
             Other UV     Independent   NO
             absorbers.
                        none
                          Independent   NO
                                  YES
                                  YES
         RECOMMENDED
          (LAB TEST)

         RECOMMENDED
          (LAB TEST)
                                      IS

-------
  TABLE I.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS*  (conc'd)
Spaeit*1
TYPE OF TEST . MEASURED
(METHOD)* DIRECTLY
ACVKl»
CHLOROPHENOL RED
o-TOLIDINE
INDIGO BLUE
CHEMILUMINESCENCE
Luatnol
CDFIA"
ELECTROCHEM.
CIO,
CIO,
CIO,
CIO,

CIO,
CIO,

PC Micro«l«c. CIO, * CIO," •
Vtt. Carbon
Volcaa. Men.
CIO,
CIO,
DETECTION WORKING EXPECTED EXPECTED
LIMIT RANGE ACCJRACY PRECISION -SKI!
(»f/L) (Bf/L) (±1) (±i) is-;;
0.04
0.003
0.1
0.01

0,3
0.005

1.3
32
0.25
0 - 25
0.003 - 1
NR
NR

0.3-1 '
0.005 - 74

NR
NR
NR
NR NR
10 5
NR NR
NR " 1.5

:,-R 8
2 1

7 SR
N*R NTH
NR NR
1
1
1
I

I
1

2/3
3
2
    Rotating Vole.
    Manbran*         CIO,         0.30       0.30 * 3.     MR     6.4      2/3

CHLORITE ION

  •Idaal-            CIO,'        0.001  .   0.001 - 10   0.5     0.1       1

  AMPEROMETRIC

    Iodo««crlc       CIO,'        0.05      0.05-95    5       5        2

  IODOMETRIC

    S«qu«ntial       CIO,"        0.011        > 1        1       I        3


    Modifi«d         CIO,'        0.3       0.5 - 20     0.5    1-3      3


  DPD                 CIO,'        0.01      0.01-10    5       5        2
                                      16

-------
    TABLE I.  CHARACTERISTICS  (eonc'd)
    STABILITY                                     F1EL.)               CURREN7
REACENT   PRODUCTS   INTERFERENCES   pH RANGE     TEST   AUTOMATED    STATUS
NR
6 months
MR
good
1 DAY
1 DAY
non*
non*
non*
non*
5 YRS
1 YR
good
good
Solid
scabl««
NR
NR
NR'
good
< 1 ««c
< 1 s*c
non*
non*
non*
non*
> 1 DAY
Subject to
oxidation
Subj*ec co
oxidation
Subject co
oxidation
< 30 ain
minimal 8.1 • 8.4
unknown 7
Oxidizing NR
sp*ei*a
0, Cl, > 4
NR NR
Cl, > 12
CIO," • 5-5.5
CIO,' 3.5 - 1
HOC1 7.8
HOC1 5-5.5
NONE Ind*p*nd«nc
Oxidizing 2 - 5
sp*ci*«
M«tal ions & 7
nicit* ion
N*tai ions & 2
nicic* ion
Oxidizing 7
sp*ei*«
NO
YES
NO
NO
NO
NO
NO
NO
NO
NO
YES
HO
NO
NO
NO
NO
NO
NO
NO
NO
YES
NO
NO
NO
NO
YES
NO
NO
NO
NO
CONT'D STUSY
NOT RECOMMENDED
NOT RECOMMENCED
NOT RECOMMENDED
NOT RECOMMENDED
RECOMMENDED .
CONT'D STJDY
CONT'D STUDY
CONT'D STJDY
CONT'D Sr.'DY
CONT'D STUDY
RECOMMENDED
NOT RECOMMENDED
RECOMMENDED AT
HIGH CONC.
CONT'D STUDY
NOT RECOMMENDED
                                      17

-------
TABLE X.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS* (confd)
Species'
TYPE OF TEST MEASURED
(METHOD)* DIRECTLY
CHLORATE ION
"Ideal" C10,-
IODOMETRIC
Sequential CIO,'
Modified • CIO,*
HA C10,-
DPD C10,-
OZONE
"Ideal" 0,
IODOMETRIC 0,
ARSENIC BACK
TITRATION 0,
FACTS 0,
DPD 0,
INDIGO
S pec t' photo 0,


DETECTION
LIMIT

. 0.001

0.064
0.3
0.08
0.01
'
0.01
0.002
0.002
0.02
0.1

0.001
0.006
0.1
WORKING EXPECTED EXPECTS3
RANGE ACCURACY PRECISION

0.001 • 10 0.5 0.1

> 1 2 - 2 - 5
0.3 - 20 1 1-3
0.08 - 0.8 3.5 1
0.01 - 10 5 5

0.01 - 10 0.5 0.1
0.5-100 1-35 1-2
0.5-65 1-5 1-2
0.5-5 5-20 1-5
0.2-2 5-20 5

0.01 - .1 1 0.5
0.05 - .5 I 0.5
> 0.3 1 0.5
SK:
T "•"<

I

3
3
2
2

fc
2
2
2
2

1
1
1
                                    18

-------
    TABLE I.  CHARACTERISTICS  (cont'd)
    STABILITY .                                    FIELD               CURRENT
REAGENT   PRODUCTS   INTERFERENCES   pH RANGE     TEST   AUTOMATED    STATUS
5 YRS
good
good
I year
Solid
stable*
5 YRS
I YR
1 YR
2 YRS
Solid
stable*
good
good
good
> I DAY
Subject co
oxidation
Subject to
oxidation
1 day
< 30 Bin
> I DAY
subject to
oxidation
subject to
oxidation
no fading
first 5 ain
< 30 ain
feed
good
good
NONE Independent YES
Metal iona & 7 NO
nitrite ion
'Metal ions & 2 NO
nitrite ion
Oxidizing < 1 NO
species
Oxidizing 7 NO
species
NONE Independent YES
All ozone < 2 NO
by products
and oxidants
Oxidizing 6.8 NO
species
Oxidizing 6.6 NO
species
Oxidizing 6.4 NO
species
Cl,, Mn ions 2 NO
Br, X,
Cl,, Mn ions 2 NO
Br, I,
Cl,, Mn ions 2 NO
Br, I,
YES RECOMMENDED
NO ."RECOMMENDED AT
HIGH CONC.
NO CONT'D STUDY
YES USED AFTER ALL
cio, cio,- GC:;E
NO :;OT RECOMMENCED
YES RECOMMENDED
N'O ABANDON
NO CONT'D STUDY
NO NOT RECOMMENDED
NO NOT RECOMMENDED
YES RECOMMENDED
YES RECOMMENDED
YES RECOMMENDED
                                      19

-------
TABLE X.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS* (conc'd)
Species'
TYPE OF TEST MEASURED
(METHOD)* DIRECTLY
INDIGO (eone'd)
Visual o,

CDFIA 0,
LCV 0,
ACVK 0,
o-TOLIDINE 0,
BISTERPYRIDINE 0,
CARMINE INDIGO 0,
ELECTROCHEM
Aaperooecrie Tocal
oxidancs
Aoperoaecrie
iodomecrie Total
Oxidancs
Bare electrode 0,
Membrane elect. 0,
Differencial
Pulse Dropping
Mercury o,
Differencial
Pulse Polar*
ography o,
Pocenciooeeric . 03
DETECTION WORKING EXPECTED EXPECTED
LIMIT RANGE ACCURACY PRECISION SK:
<»g/L) (mg/L). (± %) (± %) LE;

O.I 0.01 - 0.1 5 5
> O.I 5 5
0.03 0.03 • 0.4 1 ."0.5
other ranges
possible
0.005 HR NR NR
o.25 0.05 - i NR :ra
NOT QUANTITATIVE NR SR
' 0.004 0.05 • 20 2.7 2.1
< 0.5 NR NR !,-R

- 1 NR 5 3
- 0.5 NR 55
0.2 NF 55
0.062 NF -5 5 .
NR NR NR NR
0.003 NR NR NR
NR NR NR NR

1
1
2
I
i
1
3
4

2
2
2
1
3
3
I
                                    20

-------
    TABLE I.  CHARACTERISTICS (confd)
    STABILITY                                     FIELD               'CURREJT
REAGENT   PRODUCTS   INTERFERENCES   PH RANGE     TEST   AUTOMATED    STATUS*
good
good
good


Stable
NR
NR
Good

NR
none
1 YR
non*
none
none
none
none
good
good
good


Stable
NR
NR
Good

NR
NA
Subject co
oxidation
NR
NR
NR
NR
NR
Cl,, Mn ions 2
Br, I,
Cl,, Mn ions 2
Br, I,
Cl, at > lag/L 2


sa- SQJ- cr«* 2
Mn > 1 fflf/L 2
Cl, > 10 mg/L
Metal ion*, NO,- 2
Cl, < 7

NR 2
Oxidizing 2
specie*
Oxidizing 4 - 4.5
species
NR NR
NR NR
NR NR
NR 4
NR NR
YES
YES
NO


NO
NO
YES
NO

NO
NO
NO
NO
NO
NO
NO
NO
NO
NO
YES


NO
SO
NO
YES

NO
YES
NO
YES
POSSIBLE
NO
NO
YES
RECOMMENDED
RECOMMENDED
- " COMPARISON
STUDIES
NEEDED
CONT'D STJTf
co.NT'D srjsv
ABANDON
RECOMMENDED
CUB TZST)
CCNT'D Sr.'2V
RELATIVE
MONITORING
NOT RECOMMENDED
CONT'D STUDY
CONT'D 'STUDY
RESEARCH LAB
CONT'D Sr.'OY
CONT'D STUDY
                                      21

-------
 TABLE I.  CHARACTERISTICS AND COMPARISONS OF ANALYTICAL METHODS*
TYPE OF TEST
 (METHOD)*
Species'      DETECTION  WORKING  EXPECTED  EXPECTED
MEASURED        LIMIT     RANGE   ACCURACY  PRECISION
DIRECTLY       (mg/L)    <»|/L)      (t %)    (± %)
                                                                           -
  UV
               0.02
> 0.02
                                                        0.5"    0.5
  ISOTHERMAL
  PRESSURE CHANGE
             4 x 10"*  4 x 10'* - 10 0.5
                     0.5
OZONE GAS PHASE
•Ideal" 0,
UV 0,
Stripping
Absorption
lodometry 0,
Chemiluainescence Os
Gas phase titration 0,
Rhodaaine B/
Gallic Acid 0, '
Amparometry 03
1
0.5


0.002
0.005
0.005

0.001
NR
1 • 50,000 1
0.5 • 50,000 2


0.5-100 1-35
0.005 - 1 7
0.005 • 30 3

NR NR
NR NR
. 1 1
2.5 1/2


1-2 2
5 ' 1/2
3.5 2

5 1
Nil I
    '   for pa§* numbers in the full report, refer to the Alphabetical Index
    '   direct determination of the species measured without interferences
    *   Operator Skill Levels:  1 » minimal, 2 - good technician.
                                            3 - experienced chemist
    NA Not applicable
    NR Not reported
    NF Not found
    1   Using research grade electrochemical equipment
    2   Using commercial eitrator
    3   Spectrophotometrie endpoint detection
    4   Visual endpoint detection.
    5   Using test kic
    6   Liquid reagent is unstable
    7   Stablility is  very dependent on the purity of the 2-propane 1 used
                                      22

-------
    TABLE I.   CHARACTERISTICS (cont'd)


    STABILITY .                                    F1ELD               CURRENT
REAGENT   PRODUCTS   INTERFERENCES    pH RANGE     TEST   AUTOMATED    STATUS
nont NA
none good
none non*
nont none
good good
stable < 1 see
stable stable
problems
non* non*
Othtr
Absorber
non*
non*
non*
SO, NO,
non*
non*
MR
NR
Ind*p«nd*nc
Ind*p*nd*ne
Ind*p*nd*nt
NA
NA
NA
NA
NA
NA
NO
NO
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
NO
YES
NO
POSSIBLE
YES
.ESTABLISH
MOLAR ABSORB-
TIVITY
COMPARISON
STUDY
RECOMMENDED
RECOMMENDED
ABANDON
RECOMMENDED
NOT RECOMMENCED
SOT RECOMMENDED
NOT RECOMMEND ED
   8  Tocal Chlorin* is all ehlorin* sp*cl*s with +1 oxidation stat*
   9  V*ry littl* actual verk has b**n carried out on s«l«etiv* d*t*rmination
      of chloramines.  Th* value* reported ar* front extrapolated studies thac
      had objectives other than th* selective determination of ehloraaines.
      Host methods ar* indirect procedures which are not recommended
  10  Indirect method
  II  1/5 of CIO, determined
  12  Acid chrom* viol*t potassium (ACVK)
  13  Gas diffusion flow injection analysis (GDFIA)
  14  Based on current molar absorbtivity and proper sample handling tecniques,
      Current best estimates of molar absorbtivity  of 2900-3300 give a
      possible error of > 10%.
   •  Taken from Gordon, Cooper, Rice, and Paeey. AUUA-RF Review on
      •Disinfectant Residual Measurements Methods" (1987)
                                     23

-------
     Chapter 4  (Indexed Reference  Citation*) has been  included in this report  in
 order   to  assist  readers   in locating  particular  papers of interest.  The <*3
 categories for chlorine,  ehloraninas.  and tht oxy-chlerine species,  along  with
 the  additional  60  catagorias   for   ozone, should 0akt the task of finding in-
 dividual papars of intarast considerably less cumbersome.  Papars which describe
 savaral aathods hava  baan included in  aach of tha appropriata  cacagorias.   All
 togachar,  tha  1.400  references  citad  in Chaptars 1*3 nuabar sora than 2. SCO
 individual citations  vhan distributad  in tha indaxad  fora of Chapcar &.

     Chapcar 5  is an alphabetical  listing of tha individual rafaraneas citations.
 Finally, a datailad Indax has  baan ineludad  in  ordar  to  assist  readers  in
 locating  subjects of specific   intarast.  We hope  tha readers vill find these
 additional chapters as useful  as  have  ve in preparing this report.


 RECQMMETDATIONS
    General Statements  on Comparisons.

    There have been and will  continue  to be  reports  of methods  cossarison.   2ne
of  the most  important  considerations  for  a  method is accuracy,  i.«.  ;he abilicv
of the method to  determine the   correct   concentration  of  a   disinfectant  in
solution.  An equally  important consideration is precision, i.e. how well does
the analytical method reproducibly measure the   saae concentration.  Frequent:lv
experiments   are  conducted to determine the "equivalency" of the =echocs.  Froa
such results, methods may be  found to be equivalent,  but  she   only  analytical
considerations  tested  were  accuracy,  as   Judged  by  a  Referee   Method, ar.d
precision, judged for each method based on the  experimental design.

    No considerations were given  to specificity or .analyst preference.  Yet  one
of  the  most  difficult   tasks   in  the area of disinfection analytical methods
development is comparison testing.   It   is recommended  that  a  protocol  b*
developed  to  .initiate  comparison  of tha  disinfectants.  This protocol should
include all of the  factors delineated  in  the   "Ideal  Method*  and  should  be
undertaken  in  both laboratory   controlled conditions  and  at selected water
treatment plants  around the country.

    Chlorine Chemistry.

    Clearly,  tha  conversion to aoles. equivalents, or normality  from  units  of
mg/L  (as  Clt)   or mg/L (as  other  oxidants)   can  easily  be  confused (and
confusing). Our recommendation is that ail oxidizing agents be reported in molar
units (H) and. if necessary,  in mg/L of that oxidizing agent as  measured  (i.e.
mg/L  (as Cl,) or mg/L  (as CIO,")  or mg/L  (as CIOS~).  Furthermore, we recommend
that  oxidizing   equivalents  per mole  of   oxidant be  reported  to  minimize
additional  potential   confusion.   For  example,  when CIO, is reduced to CIO.".
this corresponds  to  one equivalent/mole; on  the  other hand, when CIO, is reduced
to Cl",  this corresponds  to   five equivalents/mole.   A  summary  of  eolecular
weights  and oxidizing  equivalents for the various chlorine species,  oxychlorir.e
species and ozone is given in Table II.

-------
      TABLE II. EQUIVALENT WEIGHTS FOR CALCUUTXNC CONCENTRATIONS  ON  THE
                BASIS OF MASS.
Species
Chlorine
Monoehloramina
Dichloraaine
Trichloraaine
Chlorine dioxide
Chlorine dioxide
Chlorite ion
Chlorate ion
Oxone
Ozone
Molecular
Ueifhe
g/mol
70.906
51.476
85.921
120.366
67.452
67.452
67.452
83.451
47.998
47.998
Electrons
Transferred
2
• 2
4
6
1
5
4
6
2
6
Equivalent
Weight
g/«q
35.453
25.738
21.480
20; 061
67.452
13.490
16.863
-13.909
23.999
8.000
     Several mechanisms have been proposed  for  the decomposition of dichlorarair.e,
but  the complete mechanism at  the breakpoint has not been  resolved. Clearly, the
chemistry is complicated and   varies  markedly with  solution  composition.   A
detailed  understanding  of  the specific  reactions involved requires a detailed
knowledge of the concentration of all chloraaine species in the system.

     Nitrogen-containing organic compounds  may  be present in  surface  water  and
ground-water.   Because  of  analytical  complexities, very few detailed studies
have been undertaken to determine  the  individual  compounds  present  and  che
concentration   at  which  they  exist.    KJeldahl  nitrogen  analysis  is  used
frequently, but this does not  provide any  detailed information  with  regard  to
individual  compounds.   Th«   area  of organic nitrogen and the determination of
specific compounds in natural  waters is  one  of  the  increasing  interest  and
requires considerably more research in characterization and methods development.

    Ultraviolet Methods.

    In general, because the molar absorptivities are quite low for chlorine  and
chloraaine  species,   ultraviolet  methods  are not considered useful in routine
monitoring of chlorine residuals.   In addition to the low molar  absorptivities,
there  is often background absorbance that may interfere with the measurement in
various natural waters.   However,  these measurements are of use in standardizing
the chlorine species  in distilled waters and are often used in experinental work

-------
related to chlorine speeiation.  This method dots  have  considerable  potential
for   the   determination   of   relatively  high  eonetncracions  of  halogens.
particularly   in  relatively  clean  water.   This  method  might  find  us*  in
aonitoring  chlorine  species   in  water  treatment planes.  However, wich a sort
•laboraea multivavelength  apectrophetemeter  and  computer-controlled  spectral
analysis, it might ba possibla  eo analyza savaral halogtns simultaneously.

     It la also possibla thac additional mathods using paroaabla membranes could
ba davalopad for cha simultaneous dacarainacion of chlorine species  in  aqueous
solution.   Additional  work  is  necessary  in  this  araa.  Although the molar
absorptivities of the spacias is not of a magnitude as to land it to the routine
determination of tha dilute (less than 10"*  M)  chlorine  and  chlorine-ammonia
species,  it is potentially helpful in determining the concentration of standard
solutions.  Absorption speetrophotometric analysis, has and will continue  to  be
very  important' in  the  area  of  chlorine  chemistry.   It can be used in the
unambiguous determination of relatively high concentrations of ~ the  species  in
relatively pure water.

     Continuous Amparometric Titration Method.

    Interferences appear to be  reduced using the continuous amperoeetric  atrhod
because  the  reagents  are  added  to  the  sample Just prior to contacting the
indicating electrode. Thus, when compared to  the  anperomatric  tisration.  the
amount  of  interference  by iodate ion, bromate ion, copper(II), iron(III). and
aanganese(IV) is reduced by approximately one-tenth.  No reports  appear  to  be
available  in  the  literature  -on the determination of mixed oxidants using :he
aaperometric method.  Such experiments need to be carried out. In addition,  fav
experiments  have  been  reported  which clearly demonstrate that the alectraces
remain unconcaminacad for drinking water or waste water systems.  In the absence
of  such  comparisons,  the  accuracy  of  any  electrode   procedure   say   be
questionable.

    However, tha aaperometric titration determination of  chlorine  species  re-
mains  the  standard  for routine laboratory measurements.  Given proper analyst
training and experience, the commercially available instrumentation is sensitive
and precise.  This method should remain as the method  for  laboratory  use  and
accuracy  comparisons.   It  requires  more analyst experience than eolorimetric
methods, but can be relied on to give very accurate  and  precise  measurements.
It  should  be noted that care  must be exercised when using one titrator for the
measurement of both free and combined chlorine.  Small quantities of iodide  ion
can  lead  to  errors  when  differentiating between free and combined chlorine.
Careful rinsing with chlorine demand free water (CDFV) is  a  must!   Additional
development  of automated back-titration equipment with the goal of lowering the
limit of detection and improving the reproducibility would be highly beneficial.

    lodometric Titration Method.

    The iodometrle titration is useful for determining  high  concentrations  of
total  chlorine.   The most useful range  is 1 mg/L (as Ci,) or greater.  It is a
common oxidation-reduction titration analytical method and provides a  reference
procedure  for  total  chlorine.   Although not necessarily used routinely, most
laboratories use it as a reference method and  it  i*  not  likely  ever  to  be
eliminated from use.
                                      26

-------
    Coloriaetric Method*.

    It is reported In Standard Methods (13) that  nitrogtn  trichloride  can  be
measured  using  the  DPD  method: however, the ••thed h*« not been confirmed by
independent investigations and should b* used  only  as  a  qualicativ*  method.
Additional  r*s«areh  is  necessary  to  determine  tha effectiveness of tha DPD
aathod for nitrogtn  triehlorida.   Tha  affaet  of  tha  presence  of  marcurie
ehlorida  in tha raagants for minimizing tha braakthrough of aonochloraaine ir.co
tha frta chlorina raading with tha  OPD  aathod  has  baan  shown.  It  is  very
important  that  tha  addition of aareurie ehlorida to tha buffar ba followad to
minimize tha diraet reaction of monochloramine with DPD.  This phanomanon is r.oc
thoroughly undarstood.  This affaet should ba studiad aora  thoroughly  and. she
prineipla may ba applicable to all of tha eoloriaatrie methods.

    Tha usa of  t.hio*e*«*nid»  was  evaluated  for  aonoehloraaina  (using  D?D-
Steadlfac).  It  v*s  shown  undar  these  conditions  to eliminate any positive
intafaranea in tha fraa residual aaasuraaant.  These  results  ara  not  as  yet
undarstood,  but tha implication is that tha chemistry of oxidation is different
for aonoehloraaina and fraa ehlorina.  These results suggest that aora  work  is
necessary  to  batter define the reactions involved, and this aay lead to a more
usable analytical procedure. This procedure is recoaaanded  for  use  in  waters
that are suspected to be relatively high in combined chlorine.

  ..  Tha DPD-Ethyl Acetate Extraction Procedure is  a  modification  of  the  DPD
chemistry.   Tha  method  is  based  on  tha  oxidation  of iodide ion by active
chlorine followad by extraction of tha iodine species into ethyl acetate.   This
procedural  modification  aay  be  of use in tha determination of total residual
chlorine in both the field and laboratory.  Additional work is necessary  before
it  can  be  used  to any great extent.  It does not appear to offer substantial
advantages to  tha  already  well  tasted  colorimatric  method  for  laboratory
measurements.

    The DPD methods have become the most widely used procedures for the measure•
ment of chlorine.  This is not likely to  change.  The  OPD  color  reagent,  in
liquid fora, has been shown to be quite unstable and is not recommended for use.
It  is sensitive to oxidation by oxygen and thus requires a control measurement.
Clearly,  it is batter to usa dry reagents.

    Leuco Crystal Violet. LCV.

    No studies have baan reported that  exaaina  tha  interference  of  chlorine
dioxide  and/or ozone in tha LCV method.   It is anticipated that these oxidancs
would interfere in tha method, and studies should be conducted to quantify these
potential interferents.

    Syringaldazina; PACTS.

    A study using syringaldazine in a continuous method  to  differentiate  free
from combine chlorine has been reported.  It was concluded that it could be used
and  was useful in controlling free chlorination.  Further work would have to be
conducted to use this or any colorimetric method in continuous analyzers.
                                      27

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     Ch*ailuai.n*scsnce. •

     Several papars have appeared that detail eh* rt*ccion of  hydrogen  peroxide
'and  hypochlorou*  acid  and the resulting chemiluminescence.   The mechanism has
 been relatively w*il «seablish*d and th* chemiluainescence is  thought  to  occur
 «s  a  rasule of tha formation of singlet oxygen.  Th* light emitted is red (635
 nm). and occurs most readily in  alkalina  solution.   This  raaceion  is  rachtr
 insansiciva  to  low concentrations and is noc suitable for tha datsrsination of
 hypochlorous acid in aquaous solution.  Hovavar,  tha  studies  that  hava  been
 reported can serve as a guide for those interested in pursuing other aethods far
 tha determination of hypochlorous acid by chemiluainescence. It is not sensitive
 enough to b« considered as an analytical method for chlorine in water treatment.

     A study  has  been  reported  that  details  the  use  of   luainol  for  th*
 Measurement of hypochlorite ion. The optimum pH for analysis was* between  9.0 atws
 11.0   Luainol  also  has  boon used for the determination of  hydrogen peroxide.
 4,5,6,7,-tetramethoxyluainol is 30 t more  sensitive  than  luainol.  Zither   of
 these compounds may be more sensitive in the determination of  free  chlorine.   As
 these  compounds  have  not  bean  cried  it appears that additional studies art
 necessary.  From the limited data available, it appears that this  reaction  has
 considerable  promise  as  an  analytical  method.  It may very veil be  the rose
 sensitive method to date.

     It is reported that lophine, in a reaction with hypochlorite  ion.   products
 light.    Very few details were given in the study for this reaction.   It  appears
 that lophine also may be good as. a chemiluaineseenea reaction  system   far  frte
 chlorine.   Additional  work  should  b*  undertaken  to better charac:cri:e  :he
 details of this reaction.

     Luminol and some of its derivatives, or lophine, may be veil suites!  far   the
 very  sensitive measurements of chlorine species.  Additional  research  should  be
 undertaken to develop the us* of chemiluminescence for use in the  determination
 of  chlorine  in  water.   The  potential exists for rapid, simple,  and  specific
 aethods for chlorine and possibly other oxidants.   with  the   advent  of  fiber
 optic   sensors   and  their  application  in  chemiluainescenee aethods.   this
 technology will b* important in the future.

     Fluorescence.

     Th* us* of rhodaaine B has been reported as a low level fluorometric   method
 for  the  determination  of  bromine.  This method is qualitatively specific for
 bromine, although chlorin* will react to decrease the fluorescence.  The  advant-
 age of this method is that it is capable of determining  oxidants  at  very  low
 concentration*.   This  method  could  b*  applied to chlerin* analysis by first
 using th* fr«* chlorin* to oxidize the bromide ion to bromine,  an   irreversible
 reaction,  followed  by  eh*  determination  of  bromine.   This aethod  was noc
 developed fully and vary  little  work  has  been  undertaken   since  the  first
 publication.   It does appear to have considerable potential and future research
 in the  area of methods development should not exclude additional work  an  this
 fluoromatric procedure.
                                       28

-------
     Other Electrode Method*.

     Additional studies are rtquirtd io  better  understand  the  limitations  of
 membrane  electrode  methods.   It appears that they may have prominent role* TO
 play in chlorine residual measurements in the future.

     In a series of  experiments  carried  out  for  the  deteraination  of  frie
 chlorine  in  tap  water,  it  was  observed  that  there  was  a  statistically
 significant difference between the results of the aarperonetrie titration and the
 •eabrane electrodes.  It was thought to be a problem in the membrane electrodes.
 However, on reconsideration, it is possible that the  electrodes  were  actually
 giving  °a  free  chlorine reading and the aaperometric citration was reading the
 sum  of free and organically combined chlorine.  The study was conducted on water
 which is relatively high in organic nitrogen.  It is possible that  considerable
 chlorine  is  present  as  organically  combined  chlorine and -interferes in the
 amperometrie titration procedure, but  does  not  interfere  with  the  membrane
 electrode  measurements.   This  question  must be resolved.  Carefully designed
 experiments to expicicly resolve these differences would be most appropriate.

     There have been no reports of experiments using bare-electrode  amperometrie
 analyzers where other oxidants such as chlorine dioxide, chlorite ion.  chlorate
 ion   or  ozone have been tested with the bare-electrode.  Additional studies are
 required to expand  these  bare-electrode  amperometrie  studies  to  quantities
 interferences  with  oxidants  other  than  those tested, and to expand to other
 natural waters.

     Since  the  accuracy  of  the  potentiometric  electrodes  is  affected,  if
 temperature  corrections  are  not  used,  it is recommended that reaperacure be
 either controlled or raeasured simultaneously.  Additional  independent  measure-
ments of accuracy should be undertaken for the potentiometric electrodes.

     It  appears  that  the  potentioaetric  electrode  can  be  used   for   the
deteraination  of  total  residual  oxidant.   It  is  suitable  for  continuous
aeasureaents and appears to give results that are acceptable  when  coapared  ::
 the  aaperoaetric titrator.

     General Summary and Recommendations for Chlorine.

     In comparing all of the methods to the "Ideal Method" we find that none cone
very close to our ideal standard.  Continued development of the various  methods
will, however,  com* closer and closer to the ideal.

     For the present, the  aaperometric  titration  techniques  will  reaain  the
laboratory  standard  used  for  the  basis  of  comparisons of accuracy.  These
methods., with proper precautions can differentiate between the common  inorganic
chorine/chlorine  ammonia  species,  and  in  general  suffer from as few inter-
ferences as any of the methods.

    Of the three common colorimetric procedures. DPD, LCV. and FACTS, the DPD is
by far the most commonly used method.  From the available literature it is clear
that the DPD procedure has a number of weaknesses.  In particular,  the  colored
product  is  a   free  radical which limits the stability of the colored reaction
product.   The direct reaction with monochloraaine. to form a  product  identical
                                      29

-------
 to  ch«   reaction  with  free chlorine-,  is  also *  drawback.  ThU problem ear. at
 reduced  by tha  addition o£ thloacetaaide.   Liquid  reagent  instability  precludes
 thair uaa in moat eaaas;  care should ba  taken to datacmina blanks fraquantly.

     The  peasant LCV aethod that appaars  in  Seandaro; Methods  (13) is outdated and
 has  baan substantially iaprovad upon by  Vhittla and Laptaff  (14).   this  method
 allows  for  tha  diffarantiation  of cha   eoaaon frae   and  eoabinad Inorganic
 ehiorina  spaeies.    Hovavar.   baeausa   only  ona  eoaparison   study  has   seen
 eonduetad,  additional eoilaborativa  tasting is recoaaended.

     Tha  FACTS taat preeadura  appaars to  ba  vary usafui  for tha dataraination  of
 fraa  ehiorina  in tha prasanea of raiativaiy high  concentrations of eoabir.ed ir.«
 organic  ehiorina.   A savara drawback of  tha FACTS  tast  procadura U tha  insolu-
 bility  of tha  syringaldazina in aithar  2-propanol or watar.   This laads to cif-
 fieultias in raaganc praparation.  and prasuaably to tha color  stability  problto
 ancountarad  at  tha  highar  coneantrations of ehiorina (greater than 6-3 a?/L
 (as  Cl,)).   Although a aathod for tha usa of tha FACTS  taat  for total  chlorine
 has  baan raportad,  it should  ba tastad furthar.

     Elaetroda  aathods hava baan davaiopad  aaploying savaral diffarant concept.
 Tha  aaabrana alactrodas appaar to hava potantiai a* spacific aathods  for  hy?o-
 chlorous  acid.    Coaaon  interferences  ara  othar nonionized aolaculas such as
 ehiorina dioxide and ozone.   Potantioaatric alactrodas  for cha determination  of
 total  ehiorina  ara  iaproving  in  both   dataction liait and stability.  Thesa
 alactrodas  appaar  to hava  proaisa  in   tha  araa  of   proeass control'.   Thair
 inclusion as aathods for routina-usa in  tha laboratory  and fitId is vatrantad.

     Both fluoraseanea and ehaailuainascanca aathods also show   proaise  for  :.-.«
 spacifie dataraination of fraa ehiorina  at  vary low concentrations.  Vichin this
 araa  of  spactrofluoroaatric   aathods,  thara  is considarabia  work yet to b«
 initiated.   Continued davalopaant  work is   warranted  and  reeoaaended  in  this
 proaising araa.

     Froa tha  raviaw of analytical  procedures for tha determination  of  chlorine
 in   aquaous   solution,  it is  raadily apparent that only a  few  of the methods are
 used routinely.  Navarthalass,  thara is  certain to ba a continued  interest  in
 developing new  and  battar methods  of analysis.   We would strongly rteoaaend that
 new  methods  ba prasantad in  terms of tha  "Ideal  Method"  and  that whenever pos-
 sible, comparisons  with raai  saapias and intarlaboratory comparisons ba made.

     Flow injection  analytical  techniques ara  becoming  vary   eoaaon.  Continued
 davalopaant   should lead  to tha autoaation  of aany eeloriaatric and fluoromatric
 analytical aathods  for tha aaasuraaant of fraa and eoabinad   chlorine  and  its
various   species in watar.  With tha currant emphasis on autoaation. tha methods
 that ara  to ba davaiopad  and  thosa already  developed ean raadily exeeed  present
 standards  of accuracy  and   precision.    Autoaation will also lead to operator
 independent aathods  and should lead  to  improvements   in  process  control  and
monitoring.

    Chlorine Analytical Method* Comparative Studies.

    The reader  is cautioned against accepting the  results  of any or all  of  the
above tests without  some  reservations.   Where possible  we  have cried to add cos-


                                      30

-------
manes,  parenthetically;  based upon our knowledge of tht fitld.  It is v«ry im-
portant in ravieving data froa comparison cases ehae ch* analyse ba awart of the
objectives of tha comparison  casting.   For  exaapla.  a  cast  may  be  Judged
unaceaptabla  bacausa of an unaecapcabla lovar limit of dataction that is bayond
tha naad for concarn for ethar investigators.

    In ganaral whan tasting savaral east procaduras it is important to  idantify
tha  objactive  of  tha  casting.  Equally important is tha usa of tha data.  In
raporting tha rasults of tha above casts, it should ba kapc in  mind  that  oany
manufacturers  of  chemicals  for  analytical aachods and Test Kits change chair
proeaduras as a result of the tasting.  Tha concerned analyst naads to determine
if tha rasulcs are still valid.  This change is not  naeassarily  applicable  to
other  studies  where  the  chemistry  of  an analytical method is examined.  In
ganaral. cha more cha cast studies chemistry and not merely the .test procedures.
tha more applicable cha results ara for future reference.

    Another araa of confusion concerns precision and  accuracy.   An  analytical
aethod may be judged acceptable based on cha pracision of the results, while the
saae  method  nay give poor accuracy.  These statistical parameters are separate
and aust be testad using differanc experimental designs.  Comparisons  with  the
•Ideal Method* would require that both ba ac acceptable levels.

     In general, there is a lack of comprehensive studies to  better  understand
tha chemistry associated with tha individual test procedures.   Investigations of
this nature ara necessary on a continuing basis, bacausa of the advances in ana-
lytical  instrumentation and our-continued improvements in understanding tha de-
tails of the underlying chemistry.

    Chlorine Dioxide Analytical Methods.

    The iodomecrie method is a questionable method even for carefully controlled
research laboratory chlorine dioxide standards.  In raal samples where  a  large
number  of  potential interferences can exist, the method is destined to produce
erroneous results.  Newer, more species specific methods are better choices.

    Any method which determines  concentrations  by  diffarenca  is  potentially
inaccurate  and  subject to larga accumulative errors*-both in terms of accuracy
and precision.  Tha subtraction of two large numbers co produce a  small  nunber
means  that the errors associated with those large numbers are propagated to the
small number.   The rasult in aany cases is that tha error  is  larger  than  the
smaller  number,  therefore,  giving  aeaninglass  inforaation.  Methods such as
this,  which obtain values by diffarancas, should ba avoided.

    The OPD aethod uses cha diffaranca  aethod  in  the  evaluation  of  concen-
trations.    Tha  diraet  measurement  of species by aeans of a aora reliable and
accurate aethod to determine chlorina dioxida is  needed.   The  saae  questions
raised about the DPD method for chlorine also apply here.

    Ultraviolet spectrophotoaetry, utilizing continuous flow automated  methods,
has  a  great  potantial  for  accurate  and precise measurements with the added
advantage of ease of oparation  and  high  sample  throughput.   Flow  injection
analysis  methods  (FIA)  should be carefully evaluated against existing methods
for accuracy and precision.  The method should be field tested and the potential


                                      31

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     These  techniques of monitoring concentrations  in eoncaeeor exhaust gases art
 quit* promising as  « method of controlling tha production of adaquaca quantities
 of ozona.  This providag considerable  savings  in   alaetrieal  anargy  costs  for
 ozone ganaration.   Oiraee intar-comparisons of tha various gas phase aeasurecent
 tachniquas ara naadad in ordar to avaluata accuracy.

     Determination of scrippad oxona in tha gasaous stata  was  raportad  in  tha
 16th   Edition  of  Standard Methods (13)  for  maasuring ozona dissolyad in vattr.
 Howavar. in addition to cha procadura baing subjact to tha sana   limitations  of
 UV  absorption and  chamiluainascanca  proeaduras in aquaous solution, cha afftcts
 of tha gas stripping procass itsalf must  ba taken  into considaration.

     Although  tha   iodomatric  stripping/aquaous   absorption  mathod  has   baan
 approvad   in Standard Methods (13), va quastion tha accuracy of  tha mathod.  All
 avidanca would  suggasc  chac  cha mathod is  problematic.   Evan  though  cha
 iapuritias  ara substantially laft bahind by  tha stripping, tha  actual proeadura
 and tha continual decomposition of ozona  doas introduca inaccuraeias  into  this
 mathod.    This  mathod  can  ba  usad as  a relative measure of ozona for control
 purposes.

     This basic stripping approach followed by absorption  in  aquaous  solution
 (and  colorimatric  measurement) may deserve to ba  studied further.  However, the
 biggest potential problem appears to  ba that  at high concentrations of ozona the
 colorimatrie compounds may react  by a mechanism different  from   chat  usad  for
 residual   ozona maasuramants.    Research should ba concentrated on the reagents
 that have  already exhibited ozona selectivity.

 lodomatry  (Aquaous  Phase).

     If tha  performance of  ozone in a  specific treatment application is  not  de-
 pendent  only  on tha  ozona,  but is instead a  collective function of its reactive
 decomposition  products as  wall, then  iodometry can give  a  representative  and
 reproducible reading  of tha total oxidants.   For example, most European drinking
 water  treatment plants  employing  ozonation as  tha primary disinfectant, have
 relied on   iodometric  maasuramants   as   tha basis   for   insuring   adequate
 disinfection,   attaining  a  residual  "ozone"  level  of  0.4 mg/L in the first
 contact chamber and maintaing this laval  for  at least four minutes).

     However, it is  now abundantly clear thae  tha 0.4 mg/L value  is a measure  of
 tha   aaount  of total  oxidants   prasant,  and  not  necessarily ozone  alone.
 Therefore,   either tha  absolute  laval  of ozona required to  attain tha  expected
 dagrea  of  disinfection is  lower  than 0.4 mg/L ovar eh* required period of ti:e,
 or some of  tha  decomposition/oxidation produces formed upon ozonation also  have
 disinfecting  proparcias,   or both.    Clearly,  detailed experiments need to be
 carried out to   demonstrate the efficacy  of disinfection  by  tha decomposition
 products of ozona.  Similar efficacy  data for ozona decomposition products could
 ba developed for other uses  of ozone  (e.g.. chemical oxidation)  when measurement
 of   residual  ozona levels  must ba made to control tha process.   Such data would
 help  to justify tha continued usa of   iodometry  to  measure  "total  oxidants".
 rather than only ozone.

    Historically, iodometry  has baan  used as  tha   reference  method  for  deter-
mining   ozone,  . and   against  which  other  analytical  procedures  have  been


                                       34

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"standardized".  It is now quic* clear chat because of its lack of  selectivity.
the  use of iodometry should be limited co that of only a control procedure.   In
tarns of ozonation processes, measurement-for control purpoiti-of the  production
rate of ozone generators and bacterial disinfection/viral  inactivation  may   be
based  upon  iodometry, provided the user recognizes the many limitations of  she
method. The reevaluation of this method must be carried out  with  the  specific
foal  being to define when the method is reliable and the situations where it is
not accurate.

    Many authors have tactfully pointed out the many disadvantages of  iodomecry.
leaving it to the reader to decide whether or not to use the  procedure.    In  a
detailed  comparison  of  eight  analytical  methods  for  .the  determination of
residual ozone it was concluded (16):

         "No iodometrie method is recommended for the determination
          of ozone in aqueous solution because of the unreliability
          of the method and because of the difficulty of the com*
          parison of results obtained with minor modifications in
          the iodometrie method itself."

Arsenic(III) Direct Oxidation.

    In the  direct  oxidation  of  arsenic(III).  ozone  reacts  vith  inorganic
arsenic(III)  at pH 4-7, the pH is adjusted to 6.5*7 and the excess arsenic(IIX)
species is back-titrated with standard iodine to a starch end point.  Values for
residual ozone determined by the.arsenic direct  oxidation  method  and  by  the
indigo  method  agreed within 6% of the UV values. The primary advantages of the
arsenic direct oxidation procedure are minimal interferences, good precision  in
the  hands of experienced operators, and apparently good overall accuracy.  'This
procedure continues to be recommended along with the indigo method.   Additional
comparisons  of  this method should be made with the indigo method under various
conditions-

Syringaldazine, FACTS.

    The FACTS procedure, which was developed for the selective determination  of
free  available chlorine (hypochlorous acid  * hypochlorite ion) in the presence
of combined chlorine (chloramines). has been adapted for  the  determination  of
residual  ozone  (19).  In this procedure, an aqueous solution of ozone is added
to a solution of potassium iodide, and the liberated iodine is  added  to  a  2-
propanol  solution of Syringaldazine at pH 6.6.  The resulting color is measured
spectrophotometrically at 530 nm.

    The FACTS procedure has the major advantage  of  providing  a  spectrophoto-
metric procedure for the determination of ozone.  However, the major limitations
of  the  FACTS  method are still  those of the iodometrie procedure.  Due to the
observed changes in slope  and  intercept  which  are  problems  caused  .by  the
interferences, self-decomposition of ozone, and stoichiometry, this mechbid could
be  reviewed  in  order  to  fully  evaluate its potential usefulness.  However,
considering  the  other  coiorimetrie  methods  that   are   available   further
development  of  the  FACTS  method  does  not  seem  to give any promise of che
improved selectivity that is needed.
                                      35

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 N,N-Di*Chyl-p-ph*nyl*n*diamine,  OPO.

     Th*  DPD procedure is based on the  ozone  oxidation of  iodide ion  present  in
 excess phosphate buffer *t pH 6.4 co produce iodine, which  then oxidizes the OPO
 cation   to  a  pink  tfurster cation which  is measured spectrophotometricsliy, or
 titrated. . The  interference* include all oxidants  capable  of  oxidizing  iodide
 ion  to   iodine,  including ozone decomposition products,  halogens, and aangar.tse
 oxides (20).

     On*  advantage of the OPO aethod is  thac determinations  can  be  made  by
 ferrous   ammonium sulfate (FAS)  titriaetry,  spectrophotoaetrically or by a color
 coaparator.   Ozone concentrations of less  than  or  equal  co  2  ag/L  can  be
 determined  coloriactrieally.  Clearly, the  procedure requires the difference of
 differences  and is liaited by the sane factors which limit  iodometry,  specific-
 ally the presence of materials which can oxidize iodide ion to iodine.   v

     Although evaluation of this  procedure  versus the  standard  ultraviolet  and
 indigo   procedures  would  seea  to be  necessary to make a aore educated decision
 about the  continued use or abandonment of  this aethod,   the  recoaaendation  is
 that .other   coloriaetric  aethods are  considerably  aore reliable  than DPD.
 Therefore  development or testing is neither  recoaaended nor considered necessary
 at  this  tia*.

 Indigo Trisulfonate.

     The  indigo  method is subject to fewer  interferences than  .most  coloriaetric
 methods  and fewer interferences than all iodoaetric procedures  (21-23).  At pH
 2,  chlorite,  chlorate,  and  perchlorate  ions, and  hydrogen  peroxide  do  r.oc
 decolorize   Indigo  Reagent  when  observed   within  a  few hours  and when che
 concentrations  of the interferents are within a factor of  10  of that  of  she
 ozone to be  determined.

     Ozone decomposition products and   the  products  of   ozonolysis  of  organic
 solutes  do   not  appear to interfere.  However, chlorine, bromine, and iodine do
 cause some interference,  as do the oxidized  forms  of manganese.   The addition of
 malonic acid to the saaples will mask  the  interference of chlorine.

     For  the  Indigo Trisulfonate   Method,   it  should  be  noted   that  when  the
 ultraviolet   absorption  aethod  is used to standardize the  indigo aethod (or anv
 aethod)  for  ozone,  the  choice of molar absorptivity is  very  critical.   It  is
 recommended   chat  th«   equations  of  Hoigne continue to be used since they are
 based on a molar  absorptivity of 2950  tT'ca'1. If and when a  different  value
 for  aolar  absorptivity  is reported  and  confirmed, the  (calibration) equations
 would  have   to  b*  appropriately changed.   In  this   manner,   all   current
 measurements  using the  indigo method would continue to be comparable.

    The advantages  of the  indigo procedure is that it is  based on a  measure  of
 discoloration  which   is  rapid and stoichiometric.' This  analytical procedure is
 recommended for us* over  any other procedure for th* determination  of  residual
ozone.   Its  primary  attributes   are its   sensitivity, selectivity, accuracy.
precision, speed, and simplicity of operation.
                                      36

-------
    The f*s diffusion flow Injection analysis (CD-FIX) procedure eliminates  ch«
 interference  of oxidized forms of manganese, and markedly radueas tha interfer-
 ence of chlorine (24).  Other than interference of chlorine which can be reduced
 to  zero by addition of aalonie acid, there are no  known  interferences  to  the
 determination of ozone by this CD-FIA procedure using the indigo method.

    The  primary  advantages  of  the  CO-FIA  procedure   are   its.   accuracy,
 selectivity,  lack  of  interferences, reproducibility. and rapidity.  Thus,  the
 method is well suited  for  laboratory  research  studies  and  for  use  as   an
 automated analytical procedure.

    Here studies should be  conducted  with  specific  gas-permeable  membranes.
 particularly  with respect to repeated and/or continuous exposure to ozone solu-
 tions.  The us* of FIA equipment in a process control environment .also  must  be
 evaluated.   The CD-FIA indigo procedure might well be adopted as the analytical
 method of choice.

 o-Tolidine

    The o-colidine method (addition of  1-2  drops  of  o»tolidine  solution  :a
 ozone-containing  water  to develop the yellow color) is very simple, and easily
 adapted to field color comparators, suitable for unskilled  analysts.   However.
 this advantage cannot compensate for the lack of quantisation of the method,  nor
 for  the  carcinogenicicy of the reagent (o-tolidine).  The recommendation is co
abandon this method.

Carmine Indigo.

    The carmine  indigo procedure has been used in Canadian  water  works  planes
for  the  past 15 years.   The ozone containing water is titrated with a solution
of carmine indigo until a faint blue color persists indicating that all  of  the
ozone  has  been destroyed.  Specific interferences are unknown, but any oxidanc
capable of decolorizing the carmine indigo dye most likely will interfere.

    Effects of interferents should be determined, as should precision, accuracy.
 and effects of reagent storage and pH.  The method should be studied  in  .direct
 comparison  with  other  methods,  such as the indigo and UV absorption methods.
Automation of this method could lead to improved selectivity for ozone.

Amperometry.

    With bare electrode amperemeters, either the solution or  the  electrode  is
rotated  to  establish a diffusion layer, and the electrical current measured is
directly proportional to the concentration of dissolved oxidant   (25).   Commer-
cial  amperometric  analyzers  give  satisfactory  results  provided there is no
oxidant other than ozone present in the sample.  In many situations they provide
adequate monitoring of total  oxidant.   The  bare  electrode  system  has  good
sensitivity,,  and  is applicable as a continuous nonselective monitor for ozone.
when other oxidants such as chlorine, chlorine dioxide, bromine, and iodine  are
present,   the  technique  has  difficulties.   The exact nature and magnitude of
these interferences requires additional research.
                                      37

-------
     Ou*  co  eh*  accuaulacion of surface  iapurieies ac eh* electrode surfaces,  all
 bar* aap*roa*eric  «l*etrod* sysceas  ar* «ubj*ee co loss of s*nsieivicy with us*.
 With uncovered  *l*ecrod*  surfaces, fouling has b**n obs*rv*d co b* a significant
 problaa  as  va*  eh* cas* in *arli*r eases vieh oxyf*n *l*cerod*s.   Additionally.
 eh*   r*spon*«   is  influenced by numerous surface-active agenes and also halogens
 and  oxygen.

     An improvement in  ehe development of anperoaeeric methods for ozone analysis
 has  been ehe application  of gas-permeable membranes for  increasing  selectivity
 and   preventing electrode  fouling  (26*27).   These Teflon membrane electrodes
 exhibit  less than  2% interference  (in terms of eurrenc response)  from  bromine.
 hypobromous acid,  chlorine dioxide,  hydrogen peroxide, nierogen erichloride. and
 hypochlorou* acid  (26-27).

     This type of aaperomeeric membrane  sensor  needs  eo  be  developed  further
 based on  eh*  exhibited  selectivities.   The nose disturbing attribute  is the
 temperature dependence.   If differenc membranes could maintain selectivity while
 minimizing  eh*  temperature effeee. this typ*  of  sensor  could  become   highly
 reeoaaended.

     The  applieaeion of positive voleage potentials and ehe use of polyaerie sea-
 branes that are selectively permeable eo gases has enhanced the opportunity  for
 selective   measurement of  ozone.   This is a very significant iaprovemenc over
 bare  aaperoaecrie  electrodes as well as aosc  older  coiorimeeric/spectrophoto-
 metric   and titrimetric  methods.  Vich an applied voleage of t-0.6 V  (vs SCE) as
 eh*   cached*,   only ehe   most -powerful oxidizing  agenes  can  overcome  :he
 "resistance" of this anodic voleage  and cause eleceron flow cachodically through
 eh*   electrochemical   circuic.   This general approach should concinue :a be used
 in fueure eiecerocheaical developments.

 Other Eiecerocheaical  Methods.

     In ehe differencial pulse  polarography  procedure  (DPP),  a  predetermined
 amount   of  phenylarsin*   oxid* (PAO) is added in excess to an ozone solution to
 reduce eh*  levels  of dissolved ozone presenc.   Excess  PAO  ehen  is  measured
 quantitatively   by   pulse   polarography.   Th*  DPP  method  nay  under  some
 circumstances be useful in eh* research laboratory.  The prospeccs of its  use in
 ehe plane or field ar* noc as promising sine* a higher degree of operator  skill
 is required.

    Pot*neioa*cry  involves  eh*  cachodic reduction  of  dissolved  ozone.    the
 diffusion-liaicing eurrenc  measured   is  proportional  to ehe concentration of
 ozon* in eh* wac*r.  Fureh*r evaluation of  poeeneioaecrie  syseeas  nay   be  in
 order.    Hov*v*r,  eh*   fundamental problems  of  electrode  fouling  must  be
 addressed.  Perhaps a  coabinaeion  of   membranes  and  poeencioaeeric  detection
would  produce . a proaising syseea for  ozone determinations.  The system appears
 eo have aodese poeancial  for development.

Ultraviolet Measureaancs.

    Ultraviolet absorption  aeasureaents  also can be used  for  residual  aqueous
ozone   at  258-260  na.    There  is uncertainty  wieh  respecc  eo  the  ir.olar
absorpcivicy for aqueous  ozone.  In  ehe  liceraeure, values ranging fron 2900  :o


                                      38

-------
In comparing all th* method:
close to our ideal standard
methods will, howaver, COB* do:
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No specific coaparisons are
this physical aechod is the bes
instruments currently being ui
is used for ozone generation ch
would be subjecc only to st:
Further study of chis system woi
for further consideration.
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t— t* M P. H
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an increased nuaber of gas mole
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closed v*ss*l. the increase in
ch* ozone concentration. In
physical ozone acasureaenc wi
aechod. Various automated i
absorptivity, th* age of th
aeasurement of th* flow of th*
ch* diagnoscic display ar* poas
r* rt * 3 rt TJ n n
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ouc.
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t







If eh* aolar absorptivity f
in principl* an absolue* aethod
dependent upon ealibracion or
Tharefor*, it can b* used for e
1C is specific to che determine
in gaseous and aqueous phases.
rt ft M O
»* »-* rt r% H
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-------
    In c*nu of gas phase measurements, nen* of  th*  existing  mtchads   can be
recommended  for  accurate  determinations of ozone.  If a relative value of the
ozont concentration i« needed for eonerol purposes, aosc of eh« methods  reported
could b* applicable.
         *
    Th* aceurae* determination of ozone in the aqueous phase is  complicated by
eh* decomposition of ozone, its reactivity to the other species present, ana the
by-products  of  th*  ozonation  reactions.  Host current methods were developed
without * clear knowledge of the associated otone chemistry.  Therefor*  most of
the  methods  are  unacceptable  or  cannot  be  recommended.   In particular, no
iodometrie based chemistry is acceptable for th* determination of aqueous ozone.
Indigo trisulfonac* and arsenic(lll) direct oxidation  ar*  acceptable  methods.
Aaperometery continues to improve • • especially as an automated'control  method.

    Th* stripping  techniques  have  soon  aerie  in  terms  of  improved  ozene
selectivity.   However,  automated  chemical  systems  such  as  flow  injection
analysis offer considerably more promise.  Th* current CD-FTA  indigo  proctcure
is superior for residual ozone measurements due to its selectivity for ozone.

    Th* most important aspect of any potential new or improved ozone  analytical
method  will  be  speed  of analysis and selectivity of the detection system far
only ozone.  As a point of comparison, we strongly recommend chat all future and
existing methods be compared against th* 'Ideal Method".
LITERATURE
 1.     Symons, J.M.; ee «1  "Ozone, Chlorine Dioxide and Chloramines as
             Alternatives to Chlorine for Disinfection  of  Drinking  Vacer"  in
             Vm^mr  Chlortnatton;  Environmental Impact and Health. Sffteef.  Vo 1.
             i; Jolley, R.L.; Corchev, H. and Hamilton, O.K., Jr., Editors,  (Ann
             Arbor, MI: Ann Arbor Science Publishers, Inc.. 1979)   pp.  555-560
             and  Complete  Report  entitled "State of the Art ..." (Cincinnati.
             OH: U.S. EPA, November. 1977), 84 pp.

 2.     Proceedings of Seminar on "The Design and Operation of Drinking Water
             Facilities Using Ozone or Chlorine Oiaxid*",  Rice.  R.G.,  Editor,
             (Dedhaa. MA:  New England tfat«r Vorks Assoc., 1979).

 3.     MilUr. C.W.; Rice, R.C.; Robson. C.M.; Scullin, R.L.; Kuhn. W. and
             Wolf,  H.,   "An  Assessment  of   Ozone   and   Chlorine   Dioxide
             Technologies  for  Treatment  of  Municipal  Water  Supplies".  U.S.
             Environmental Protection Agency,  EPA  Project  Report,  EPA-600/2-
             78/Oli. 197S, 571 pp.

 4.     Miitner, R.J.  "Measurement of Chlorin* Dioxide and Related Products".
             in Proeesdtnp.  nf  rhm  U*tmr  Qualtev  Technological—rcnferer;e.
             (Denver, CO: American Uater Works Assoc., 1976), pp. l-ll.

-------
  5.     Gordon, C.  "Improved Methods of Analysis for Chlorat*.  Chloric*,
             and Hypochlorit* Ions *c eh* Sub-mg/L  Laval",   U.S.   Environmental
             Prot«ecion Agency, EPA Technical Report. EPA-600/4-85/079,  October.
             1985, 35 p. and Presented at AUWA UQTC. in Prae. AUWA w«c«r Oualtrv
             Teehnolafv Cant«r«r^«.  December, Nashville, TN.  1982. pp.  175-189.

  6.     Aitta, E.M.; Roberts, p.V.  "Chlorin* Dioxide Chemistry:  Generation
             and Residual  Analysis*  in  Chemistry  ,in  Vaear , Reuie.   VQ|.   ^,
             Cooper,  W.J., Editor (Ann Arbor. MI: Ann Arbor Science Publishers,
             Inc.. 1981). pp. 429-452.

  7.     Hoign*. J.j lader, H, "Bestiamung von Ozon und Chlordioxid in Uasser
             aic dar  Indigo •Method**  ("Determination  of  Ozon*  and  Chlorin*
             Dioxide  in  Water With the Indigo Method*).  Von Vass*r.  1980,  H,
             261-280.

  8.     Gilbert. E.; Hoigne. J.  "Messung von Ozon in Vass*rv*rk*n; V*rgl*ich
             der DPD- und Indigo-Method*" ("Ozone Measurement in Water Treanatnc
             Plants:  Comparison  of  th*  DPD  and   Indigo   M*thods"),    C~--
             Uass*r/Abvass*r. 1983.  124. 527-531.

  9.     Schalekaap. M.  "European Alternatives and Experience" in Proee«dlnf«
             Off  tilt  ^ItiOnii—(CanadtaiO  Conferee*  en  Critical  I,«u,g  4*
             Drinteing   Vaear  Qualiev. (Ottawa. Ontario, Canada:  Federation of
             Associations on Canadian Environment, 1984), pp. 140-169.

10.     Ikeda.  Y.; Tang, T-F.; Cordon. G.  "lodonetric Method of Determination
             of Trace Chlorate Ion", Anal. Chen., 1984. £&, 71-73.

11.     Eoaeneggcr P.; Cordon. C.   "Th* Rapid Interaction between Sodiua
             Chlorite and Dissolved Chlorine", Inorg. Chea.,  1967. i. 633-635.

12.     Aieta,  E.M.;  Berg, J.D.  "A Review of Chlorin* Dioxid* in Drinking
             Water Treatment". J.  Am. Water Works Aasoc.. 1986, H. 62-72.

13.     Standard Mathodi for Th* ExjuBJnacton ef Watar and tfastewater. 16eh
             Edition.  Cr**nb*rg, A.E.; Truss*11, R.R.; Cl*sc*ri, L.S.:   Franson,
             M.A.H.,   Editors (Washington, D.C.:  American Public H*alth Assoe.,
             1985), 1268 pp. and ISth Edition. Gr**nb*rg, A.E.;  Connors.   J.J.;
             Jenkins,   D.;  Franson,  M.A.H., Editors (Washington. DC:   American
             Public Health Aasoc.. 1980), 1134 pp.

14.     Whittle,  G.P.; Lapteff. A.,  Jr.  "New Analytical Techniques for th*
             Study  of  Water  Disinfection"  in  Ch*miitrv  ef  Water   Supply
             Treatment,   and  Distribution. Rubin, A.J.. Editor, (Ann Arbor. MI:
             Ann Arbor Sci. Pub..  Inc.. 1974), pp. 63-88.

15.     Tomiyasu.  H.;  Fukutoai. H.;  Cordon. G.  "Kinetics and Mechanism of
             Ozone Decomposition in Basic Aqueous Solution".  Inorg. Ch*m.. 1985,
             £4..  2962-2966.
                                      41

-------
 16.     Crunwell, J.; Benga. J.; Coh«n, H., Cordon. C. "A Detailed Comparison
             of Analytical Methods for Residual Ozone Measurement",   Ozone  Set.
             Ing., 1983. a, 203-223.

 17.     Flam. D.L.; Anderson. S.A.  "lodate Formation and Decomposition in
             XodoMtrie Analysis of Ozone".  Environ. Sei.  Techno1.,  1975,  1,
          •   660-663.

 18.     Rabat, K.A.; Puzak. J.C.; Beard. M.E.; Smith. C.F.;  ?aur.  R.J.
             "Evaluation of Ozone Calibration  Procedures".   U.S.   Environmental
             Froteetlon   Agency,   EPA   Project   Summary,  EPA-600/S4-80-050.
             February. 1980. 277 pp.

 19.     ilebenunn, J., Jr.; Roseher, N.N.; Meier, C.P.; Cooper,.W.J. Develop-
             ment of the FACTS Procedure for  Combined  Forms  of  Chlorine and
             Ozone  in  Aqueous  Solutions*.  Environ.  Sci. Techno1..  1980, 1£,
             1395-1400.

 20.     Palin, A.T.; Derreumaux, A.  "Determination de 1'Ozone Residuel dans
             1'eau" ("Determination of  Ozone  Residual  in  Water").  L'Eau   «t
             I'lndustrie, 1977. 12. 57-60.


 21.     Bader, H.; Hoigne, J.  "Colorimetric Method for the Measurement
             of Aqueous Ozone Based on the Decolorization of Indigo
             Derivatives", in Ogentzation Manual  for Water and. Vastewater
             Treatment. Masschelein. W.J., Editor, (New York. SY:  John
             Wiley & Sons. 1982). pp. 169*172.

 22.     Bader. H.; Hoigne, J.  "Determination of  Ozone in Weter by the
             Indigo Method", W«ter Research 1981. 12, 4&9-&S6.

 23.     Bader. H.; Hoigne, J.  "Determination of  Ozone in Water by the Indigo
             Method; A Submitted Standard  Method",  Ozone:   Science  and  Cng.,
             1?<2. £, 169-176.

 24.     Straka, M.R.; Gordon, C.; Paeey. C.E.  "Residual Aqueous Ozone Deter-
             mination by Gas Diffusion Flow Injection  Analysis",  Anal.  Chem.,
             1983. II, 1799'1803.

 23.     Masschelein, W.J.  "Continuous Amperometric Residual Ozone Analysis
             in the Tailfer (Brussels. Belgium) Plane*,  in  Ozonlzation  Manual
             for Water and Uefgevater Treatment. Masschelein, W.J.. Editor. (New
             York. MY:  John Wiley 6. Sons. 1982), ?p. 187-188.

26.     Stanley, J.H.; Johnson, J.D.  "Amperometrie Membrane Electrode for
             Measurement of Ozone in Water". Anal. Chem.. 1979, 51. 2144-2147.

27.     Stanley, J.W.; Johnson, J.D.  "Analysis of Ozone in Aqueous Solution".
             in Handbook of Ozone Technology and  Applications.  Vol.  1.   Rice.
             R.C.  and Netzer. A.. Editors (Ann Arbor. MI:  Ann Arbor Sci.  Pub..
             Inc..  1982), pp. 253-276.
                                      42

-------
 A GUIDE FOR EFFICIENT USE OF THIS REPORT  (AND A BRIEF GLOSSARY OF TERMS}


     Thi* Report contain*  a very detailed  review  of  all  disinfectant  residual
 measurement methods.  The Executive Summary is intended to five readers a brief
 overview of the advantages and disadvantages of each method.  To that end. Table
 X (Characteristics and Comparisons of Analytical Methods) has been . included  zo
 summarize  each of our findings and to recommend possible directions for future
 research.    la   addition,  Table  II   (Equivalent   Veighcs   for   Calculating
 Concentrations  on she Basis of Mass) describes the equivalent weights of each of
 the  disinfection  species  in  terms  of the  actual reactions involved in the
 disinfection process.

     Each chapter contains individual recommendations following the discussion of
 the  method.  A  »tammary of all of the recommendations is also given at the end of
 each chapter.   Additional help is  given  by  means  of  an  alphabetical  Index
 containing  acre than 2500 individual terms.  Specific cross referencing for all
 recommendations can be found in the Index either under the •recommendation", or.
 in terms  of  the subject of the numbered recommendation itself.

     The term Referee Method is used to  describe  appropriate  comparisons  with
 existing  methods  and  Sta.n.d.a.rd  Method?  refers  to a specifically recommended
 method.  The Index should be  an  additional  aid  to  finding  the  details  of
 specific methods.

     In this context, it should be noted that the'individual literature citations
 are  specific to  each individual chapter »• and are either numbered  individually
 within chapters  2 and 3, or alphabetically sequenced within chapters 4 and 5.

    Chapter 4 (Indexed Reference Citations) has been included in this report  in
 order  to  assist  readers  in  locating  particular papers of interest.  The 43
 categories for chlorine, chloramines, and the oxy-chlorina species,  along  with
 the  additional  60  categories  for  ozone, should make the task of finding in-
 dividual papers  of interest considerably  less cumbersome.  Papers which describe
 several methods  h*v« been included in each of the appropriate  categories.   All
 together,  the   1.400  references  cited  in Chapters 1*3 number more than 2.000
 individual citations when distributed in  the indexed form of Chapter 4.

    Chapter S is an alphabetical listing  of the individual references citations.
 Finally, a detailed Index has been  included  in  order  to  assist  readers  in
 locating  subjects  of  specific  interest.  We hope the readers will find these
additional chapters as useful as have we  in preparing this report.

    A brief Glossary follows on the next  page in order to assist readers  in  the
various specialized terms and abbreviations used in this report.  For additional
 terms,  the reader is referred to the Index.

-------
GLOSSARY

    Accuracy •• the ability eo determine ch*  correct  concentration

    BAXX •* boric acid buffered potassium iodide  method for ozone

    Breakpoint -* the inorganic reaction of chlorine  with  ammonia nitrogtn

    COFV •• chlorine demand free water

    Combined Chlorine •• inorganic and organic chloraaines

    Detection Limit -• a signal that is 3 tine* the noise  level of  the system

    DOC • • dissolved organic carbon

    DFD •- (N.N-diethyl-p-phenylenediaaine)

    FACTS •• free available chlorine test with syringaidazine

    FZA -• flow injection analysis,  an automated analysis  procedure

    Free Chlorine -- the species, Cl, + HOC1  + OC1*

    KZ  •- potassium iodide method for ozone

    LCV •• leuco crystal violet

    mL  -- milliliter(s).  standard unit of volume

    Molar Absorptivity («) reported in units  of tf'cm*1

    NBKI •-  neutral buffered potassium iodide method  -for ozone

    Precision •-  how well the method reproducibly measures the sane
                 concentration

    Reactive Intermediate •- species such as  0,",  HO,', HO,, OH. 0,~. etc.

    Referea  Method • • the method aqainst which a  working method is  compared

    Sensitivity • • the change in signal per unie  eonomeraeion  {i.e. Aaps/mol]

    Standard Mathqds -•  the  book,   Sea.pda.rd   Methoda  for the  Sxamirasion
                 Uater and Wa«tavaeer published by APHA, AWVA, and  VPCF

    THH's •• trihalomethanes

    Total Chlorine •* Che combination of Free Chlorine  and Combined Chlorine

    TOC  ••  total  organic carbon

    TOX•••  total  organic halogen

-------
       APPENDIX E

 INACTMTIONS ACHIEVED
BY VARIOUS DISINFECTANTS

-------
                                                      TABLE E-l
                                              CT VALUES FOR INACTIVATON
                                           OF GIAROIA CYSTS BY FREE CHLORINE
                                                  AT0.$COR LOWER (I)
CHLORINE
CONCENTRATION
<»*t)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
!••
2
2.2
2.4
2.6
2.1
3
CHLORINE
CONCENTRATION
(Mft/L)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
1.1
2
2.2
2.4
2.6
2.1
3
pH<«6
Log iMctivrtioM
0.5 1.0 1.5 2.0 2.5 3.0
23 46 69 91 114 137
24 47 71 94 III 141
24 41 73 97 121 MS
25 49 74 99 123 Ml
25 51 76 101 127 152
26 52 71 103 129 155
26 52 79 105 131 157
27 54 II 101 135 162
21 55 13 110 131 165
21 56 15 113 Ml 169
29 57 M 115 143 172
29 SI M 117 146 ITS
30 59 99 119 Ml 171
30 60 91 121 151 III
pH>I.O
Log iMCtmftiaM
0.5 1.0 1.5 2.0 2.5 3.0
46 92 139 IIS 231 277
41 95 143 191 231 2M
49 M 141 197 246 295
SI 101 152 203 253 304
52 104 157 209 261 313
54 107 161 214 261 321
•55 110 165 219 274 329
56 113 169 225 212 331
SI IIS 173 231 2M 346
59 III 177 235 294 353
60 120 III 241 301 361
61 123 IM 245 307 361
63 125 IM 250 313 375
64 127 191 255 311 312
pH=6.5
Log liactivrtjcMM
0.5 1.0 I.S 2.0 2.S 3.0
27 54 12 109 136 163
21 56 M 112 140 161
29 57 16 IIS 143 172
29 59 M 117 147 176
30 60 90 120 ISO IM
31 61 92 123 153 IM
32 63 95 126 151 119
32 64 97 129 161 193
33 66 99 131 164 197
34 67 101 134 161 201
34 61 103 137 171 205
35 70 105 139 174 209
36 71 107 142 171 213
36 72 109 145 III 217
pH*I.S
Leg hMdtalmM
O.S 1.0 1.5 2.0 2.5 3.0
55 110 165 219 274 329
57 114 171 221 215 342
59 III 177 236 295 354
61 122 113 243 304 365
63 125 IM 251 313 376
65 129 194 251 323 317
66 132 199 265 331 397
61 136 204 271 339 407
70 139 209 271 341 417
71 142 213 2M 355 426
73 145 211 290 363 435
74 141 222 296 310 444
75 151 226 301 377 452
77 153 230 307 313 460
1*1=7.0
Log hMdjvtfioM
O.S 1.0 1.5 2.0 IS 3.0
33 65 M 130 163 195
33 67 100 133 167 200
34 61 103 137 171 205
35 70 IOS 140 ITS 210
36 72 101 143 179 2IS
37 74 III 147 IM 221
31 75 113 151 IM 226
39 77 116 154 193 231
39 79 III 157 197 236
40 II 121 161 202 242
41 12 124 165 206 247
42 M 126 161 210 252
43 M 129 171 214 257
44 17 131 174 211 261
pH<»9.0
Log hacliralioM
0.5 1.0 1.5 2.0 2.5 3.0
65 130 195 260 325 390
61 136 204 271 339 407
70 Ml 211 211 352 422
73 146 219 291 364 437
75 ISO 226 301 376 451
77 1S5 232 309 317 4M
•0 159 239 311 391 477
12 163 245 326 401 419
•3 167 250 333 417 500
IS 170 256 341 426 511
•7 174 261 341 435 522
19 171 267 355 444 533
91 III 272 362 4S3 543
92 IM 276 361 460 552
pH-7.5
LM iMctintioM
0.5 1.0 1.5 2.0 U 3.0
40 79 119 151 19t 237
40 M 120 159 199 239
41 12 123 164 205 246
42 M 127 169 211 253
43 M 130 173 216 259
44 M 133 177 222 266
46 91 137 III 221 273
47 93 140 116 233 279
41 95 143 191 231 2M
50 99 149 IM Ml 297
SO 99 149 199 241 291
SI 101 152 203 253 304
52 103 ISS 207 251 3M
53 105 151 211 263 316








.
,


*



*
(I) CT   •= CT for 34og i
     99.9

-------
                                                        TABLE E-2
                                               CT VALUES FOR INACTIVATON
                                            OF GIARDIA CYSTS BY FREE CHLORINE
                                                        _AT5C(I)
CHLORINE
CONCENTRATION
(*rfl-)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
1.1
2
2.2
2.4
2.6
2.1
3
CHLORINE
CONCEH 1 RATION
("8"-)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
I-S
2
2.2
2.4
2.6
2.1
3
pH<-6
Log iMdmtioM
0.5 1.0 1.5 2.0 2.5 3.0
16 32 49 65 II 97
17 33 50 67 13 100
17 34 52 69 16 103
IS 35 S3 70 SS 105
II 36 54 71 S9 107
IS 36 55 73 91 109
19 37 56 74 93 III
19 31 57 7ft 95 114
19 39 51 77 97 116
20 39 59 79 91 III
20 40 60 SO 100 120
20 41 61 II 102 122
21 41 62 13 103 124
21 42 63 M 105 126
pH-1.0
Log hMrtmfeoM
0.5 1.0 1.5 2.0 2.5 3.0
33 66 99 132 165 191
34 a 102 136 170 204
35 70 105 140'. 173 210
36 72 101 144 IM 216
37 74 III 147 IM 221
31 76 114 151 It9 227
39 77 116 IS5 193 232
40 79 119 159 I9S 231
41 II 122 162 203 243
41 13 124 165 207 241
42 M 127 169 211 253
43 M 129 172 215 251
44 II 132 175 219 263
45 19 134 179 223 261
pH«6.S
Lag iMdivttioM
0.5 1.0 1.5 2.0 2.5 3.0
20 39 59 71 91 117
20 40 60 SO 100 120
20 41 61 II 102 122
21 42 63 S3 104 125
21 42 64 IS 106 127
22 43 65 17 101 130
22 44 66 M 110 132
23 45 61 90 113 135
23 46 69 92 115 131
23 47 70 93 117 140
24 41 72 95 119 143
24 49 73 97 122 146
25 49 74 99 123 141
25 50 76 101 126 151
pH-1.5
Lag iMctivitiaM
0.5 1.0 1.5 2.0 2.5 3.0
39 79 III 157 197 236
41 It 122 163 203 244
42 M 126 161 210 252
43 17 130 173 217 260
45 19 134 171 223 267
46 91 137 113 221 274
47 94 141 117 234 211
41 96 144 191 239 217
49 91 147 196 245 294
SO 100 ISO 200 250 300
51 102 153 204 255 306
52 104 156 208 260 312
S3 106 159 212 265 311
54 108 162 216 270 324
pH=7.0
Log iMdiratioM
0.5 1.0 1.5 2.0 2.S 3.0
23 46 70 93 116 139
24 41 72 95 119 143
24 49 73 97 122 146
25 SO 75 99 124 149
25 SI % 101 127 152
26 52 71 103 129 155
26 S3 79 105 132 ISS
27 54 II 101 135 162
21 SS S3 110 I3S 165
21 56 SS 113 141 169
29 57 16 115 143 172
29 SI M 117 146 ITS
30 59 19 119 141 ITS
30 61 91 121 152 IS2
pH<=9.0
Log hMCtrntoow
0.5 1.0 I.S 2.0 2.5 34
47 93 140 116 233 279
49 97 146 194 243 291
50 100 151 201 251 301
52 104 156 201 260 312
S3 107 160 213 267 320
55 110 165 219 274 329
56 112 169 22$ 211 337
51 115 173 230 211 345
59 III 177 235 294 353
60 120 III 241 301 361
61 123 IM 245 307 361
63 125 III 250 313 375
64 127 191 255 311 312
65 130 195 259 324 319
pM-7.5

0.5 1.0 1.5 2.0 23 3.0
21 $5 13 III I3S 166
29 57 16 114 M3 171
29 51 SS 117 14ft ITS
30 60 90 119 149 179
31 61 92 122 153 IS3
31 62 94 125 156 1ST
32 64 96 I2S 160 192
33 65 91 131 163 196
33 67 MO 133 167 200
34 61 102 136 170 204
35 70 105 139 174 209
36 71 107 142 ITS 213
36 72 109 145 ISI 2IT
37 74 111 147 IM 221












*



•••
(I) CT   = CT for 3-tog in*cijvrti«i
     99.9

-------
                                                         TABLE E-3
                                                CT VALUES FOR INACTIVATON
                                             OF GIARDIA CYSTS BY FREE CHLORINE
                                                         AT IOC (I)
CHLORINE
CONCENTRATION
(«•««-)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
I.S
2
2.2
2.4
2.6
2.1
3
CHLORINE
CONCENTRATION
(•ft"-)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
1.1
2
2.2
2.4
2.6
2.1
3
pH<«6
Log hMdivaboM
O.S 1.0 1.5 2.0 2.5 3.0
12 24 37 49 61 73
13 25 M SO 63 75
13 26 39 52 65 71
13 26 40 53 66 79
13 27 40 53 67 SO
M 27 41 55 61 12
14 21 42 55 69 S3
14 29 43 57 72 16
IS 29 44 SS 73 S7
IS 30 45 59 74 S9
15 30 45 60 75 90
IS 31 46 61 77 92
16 31 47 62 7S 93
16 32 4* 63 79 95
pH»I.O
1 ng luKtiiMtam
0.5 1.0 I.S 2.0 2.5 3.0
25 50 75 99 124 149
26 51 77 102 I2S 153
26 53 79 105 132 IS*
27 54 II 10* 135 162
2S 55 S3 III 131 166
2* 57 SS 113 142 170
29 51 17 116 145 174
30 60 90 119 149 179
30 61 91 121 152 112
31 62 93 124 ISS 1*6
32 63 95 127 IS* 190
32 65 97 129 162 194
3* 66 99 131 164 197
34 67 101 134 16* 201
pH=6.5
Log IMctivMioM
0.5 1.0 1.5 2.0 2.5 3.0
IS 29 44 59 73 tt
IS 30 45 60 75 90
IS 31 46 61 77 92
16 31 47 63 71 94
16 32 41 63 79 95
16 33 49 65 S2 91
17 33 SO 66 13 99
17 34 SI 67 14 101
17 35 52 69 17 104
IS 35 S3 70 1* 105
II 36 54 71 S9 107
IS 37 SS 73 92 110
19 37 56 74 93 III
19 31 57 75 94 113
pH=l.5
Log iMdivMioM
0.5 1.0 I.S 2.0 2.S 3.0
30 59 19 IIS I4S 177
31 61 92 122 ISS IS3
32 63 95 126 151 119
33 65 91 130 163 195
33 67 100 133 167 200
34 69 103 137 172 206
35 70 106 141 176 211
36 72 101 143 179 2IS
37 74 III 147 1*4 221
31 75 113 ISO IU 225
3* 77 115 153 192 230
39 7* 117 156 195 234
40 SO 120 159 199 239
41 II 122 162 203 243
pH=7.0
Log bMtiwtioM
0.5 1.0 1.5 2.0 2.5 3.0
17 35 52 69 17 104
IS 36 54 71 S9 107
IS 37 55 73 92 110
19 37 56 75 93 112
19 3* 57 76 95 114
19 39 SS 77 97 116
20 40 60 79 99 119
20 41 61 SI 102 122
21 41 62 S3 103 124
21 42 64 SS 106 127
22 43 65 S6 101 129
22 44 66 87 109 131
22 45 67 S9 112 134
23 46 69 91 114 137
pH<»9.0
Log hMrtimiaM
0.5 1.0 I.S 2.0 2J 3.0
35 70 10$ 139 174 209
36 73 109 145 IK 2IS
3S 75 113 151 ISS 226
39 71 117 156 195 234
40 SO 120 160 200 240
41 12 124 165 206 247
42 S4 127 169 211 2S3
43 U 130 173 216 2S9
44 II 133 177 221 265
45 90 136 III 226 271
46 92 131 1*4 230 276
47 94 141 IS7 234 211
41 96 144 191 239 2*7
49 97 146 I9S 243 292
pH-7.5
1 mliirlii^iwi
0.5 1.0 1.5 2.0 2J 3.0
21 42 63 S3 104 125
21 43 64 15 107 I2S
22 44 66 (7 109 131
22 45 67 99 112 134
23 46 69 91 114 137
23 47 70 93 117 140
24 4* 72 96 120 144
25 49 74 9* 123 147
25 SO 75 100 125 ISO
26 SI 77 102 I2S 153
26 52 79 MS 131 157
27 S3 SO M7 133 160
27 54 12 109 136 163
2* SS 13 III I3S 166












*




Note:
  (I) CT   -CTfar34agiMGtiv*mi
       99.9

-------
                                                         TABLE E-4
                                                CT VALUES FOR INACTIVATION
                                             OF GIARDIA CYSTS BY FREE CHLORINE
                                                         ATISC(i)
CHLORINE
CONCENTRATION
("H?t)
<>0.4
0.6
0.1
1
1.2
1.4
1.6
1.1
2
24
2.4
2.6
2.1
3
CHLORINE
CONCENTRATION
<«•*«•)
<»0.4
«•*
O.I
1
1.2
1.4
1.6
1.1
2
2.2
2.4
2.6
2.1
3
pH<=6
LoglMrtmtioM
0.5 1.0 I.S 2.0 2.5 3.0
16 25 33 41 49
17 25 33 42 SO
17 26 35 43 52
II 27 35 44 53
II 27 36 45 54
II 21 37 46 55
19 21 37 47 56
10 19 29 31 41 57
10 19 29 39 41 51
10 20 30 39 49 59
10 20 30 40 50 60
10 20 31 41 51 61
10 21 31 41 52 62
II 21 32 42 S3 63
pH-I.O
IfUlMilhrtiiiM
0.5 1.0 1.5 2.0 2J 3.0
17 . 33 50 66 S3 99
17 34 51 61 IS 102
II 35 53 70 tt 105
II 36 54 72 90 101
19 37 56 74 93 III
19 31 57 76 95 114
. 19 39 51 77 97 116
20 40 60 79 99 119
20 41 61 II 102 122
21 41 62 13 103 124
21 42 64 IS 106 127
22 43 65 16 IW 129
22 44 66 IS 110 132
22 45 67 19 112 134
pH=*.S
Log hwlivtfioM
0.5 1.0 1.5 2.0 2.5 3.0
10 20 30 39 49 59
10 20 30 40 SO 60
10 20 31 41 SI 61
II 21 32 42 S3 63
II 21 32 43 S3 64
II 22 33 43 54 65
II 22 33 44 SS 66
II 23 34 45 57 61
12 23 35 46 51 69
12 23 35 47 SI 70
12 24 36 41 60 72
12 24 37 49 61 73
12 25 37 49 62 74
13 25 31 51 63 76
pH-1.5
Log iMtfivrtioM
0.5 1.0 1.5 2.0 2.5 3.0
20 39 59 79 91 III
20 41 61 II 102 122
21 42 63 M 105 126
22 43 65 17 101 130
22 .45 67 » 112 134
23 46 69 91 114 .17
24 47 71 94 III 141
24 41 72 96 120 144
25 49 74 M 123 147
25 SO 7$ 100 125 ISO
26 SI 77 102 121 153
26 52 71 104 130 156
27 53 M 106 133 159
27 54 II IOS 135 162
pH=7.0
Log iMCtJvtfioM
0.5 1.0 1.5 2.0 2.5 3.0
12 23 35 47 Si 70
12 24 36 41 60 72
12 24 37 49 61 73
13 25 31 SO 63 75
13 25 31 51 63 76
13 26 39 52 65 71
13 26 40 53 66 79
14 27 41 54 61 II
14 21 42 55 69 13
14 21 43 57 71 IS
14 29 43 57 72 M
15 29 44 59 73 tt
15 30 45 59 74 19
IS 30 46 61 76 91
pH<-9.0
LagtmtAaOom
0.5 1.0 1.5 2.0 2.5 3.0
23 47 70 93 117 MO
24 49 73 97 122 M6
25 50 76 101 126 151
26 52 71 104 130 156
27 53 tO 107 133 160
21 55 13 110 131 165
21 56 IS 113 Ml 169
29 51 17 IIS 144 173
30 59 99 III 141 177
30 60 91 121 151 III
31 61 92 123 153 IM
31 63 94 125 157 IM
32 64 96 127 159 191
33 65 91 130 163 195
•H-7.S
Log iMdmtMM
0.5 1.0 13 2.0 2.5 3.0
M 21 42 55 69 13
M 29 43 57 72 tt
IS 29 44 59 73 tt
IS 30 45 60 75 90
15 31 46 61 77 92
16 31 47 63 71 94
16 32 41 64 M 96
16 33 49 65 12 91
17 33 SO 67 13 IQO
17 34 SI 61 15 102
II 35 S3 70 tt 105
II 36 54 71 19 107
II 36 55 73 91 N9
19 37 56 74 93 III












•




Note.:
  (I) CT   » CT foe 34og iMdn
       99.9

-------
                                                         TABLE E 5
                                                CT VALUES FOR INACTIVATON
                                             OF GIAROIA CYSTS BY FREE CHLORINE
                                                         AT 20 C (I)
CHLORINE
CONCENTRATION
<««*t)
<»0.4
0.6
0.1
1
1.2
1.4
1.6
I.I
2
2.2
2.4
2.6
2.1
3
CHLORINE
CONCENTRATION
<«8/L)
<-0.4
0.6
0.1
1
1.2
1.4
1.6
1.1
2
2.2
2.4
26
21
3
pH<«6
Log hirtnrrtioM
0.5 1.0 1.5 2.0 2.5 3.0
6 12 II 24 30 36
6 13 19 25 32 31
7 13 20 26 33 39
7 13 20 26 33 39
7 13 20 27 33 40
7 14 21 27 34 41
7 14 21 21 35 42
7 14 22 29 36 43
7 IS 22 29 37 44
7 IS 22 29 37 44
1 IS 23 30 31 45
I IS 23 31 31 46
1 16 24 31 39 47
I 16 24 31 39 47
pH-I.O
Log iMCtmtiMM
0.5 1.0 1.5 2.0 15 3.0
12 25 37 49 62 74
13 26 39 51 64 77
13 26 40 S3; 66 79
14 27 41 54 61 II
14 2* 42 55 69 13
14 21 43 57 71 IS
15 29 44 51 73 17
IS 30 45 59 74 19
15 30 46 61 76 91
16 31 47 62 71 93
16 32 41 63 79 95
16 32 . 49 65 II 97
17 33 SO 66 13 99
17 34 SI 67 M 101
pH=6.5
Log kttctiraliMM
0.5 1.0 1.5 2.0 2.5 3.0
7 IS 22 29 37 44
IS 23 30 31 45
IS 23 31 31 46
16 24 31 39 47
16 24 32 40 41
16 2S 33 41 49
17 25 33 42 50
17 26 34 43 51
17 26 35 43 52
II 27 35 44 S3
11 27 36 45 54
II 21 37 46 55
19 21 37 47 56
10 19 29 31 41 57
pH-1.5
Log iMrtmtioM
0.5 1.0 I.S 2.0 2.5 3.0
IS 30 45 S9 74 19
IS 31 46 61 77 92
16 32 41 63 79 95
16 33 49 65 12 91
17 33 SO 67 13 100
17 34 52 69 16 103
II 35 53 70 M 105
II 36 54 72 90 101
II 37 5$ 73 92 110
19 31 57 75 94 113
19 31 SI 77 96 IIS
20 39 59 71 91 117
20 40 60 79 99 119
20 41 61 II 102 122
pll =7.0
LogbMclmrtioM
0.5 1.0 I.S 2.0 2.5 3.0
9 17 26 35 43 52
9 II 27 36 45 54
9 II 21 37 46 55
9 19 21 37 47 56
M) 19 29 31 41 57
10 19 29 39 41 51
10 20 30 39 49 59
10 20 31 41 51 61
10 21 31 41 52 62
II 21 32 42 53 63
II 22 33 43 54 65
II 22 33 44 55 66
11 22 34 45 56 67
II. 23 34 45 57 61
pH<-9.0
Log fMrtmrtMM
0.5 1.0 13 2.0 2.5 3.0
II 35 53 70 M 105
II 36 55 73 91 109
. 19 31 57 75 94 113
20 39 59 71 91 117
20 40 60 10 100 120
21 41 62 12 103 123
21 42 63 M 105 126
22 43 65 M 101 129
22 44 66 II 110 132
23 45 61 90 113 135
23 46 69 92 115 131
24 47 71 94 III 141
24 41 72 95 119 143
24 49 73 97 122 146
pH=7.S
lyflglMrtlmiDM
OS 10 I.S 20 ** 30
10 21 31 41 . 52 62
II 21 32 43 53 64
II 22 33 44 55 66
II 22 34 45 56 67
12 23 35 46 51 69
12 23 35 47 51 70
12 24 36 41 60 72
12 25 37 49 62 74
13 25 31 SO 63 75
13 26 39 51 64 77
13 26 39 52 65 71
13 27 40 53 67 M
14 27 41 54 61 II
14 21 42 55 69 13



.












. •"
N.nr«
  (I) CT   « CT for 3
       99.9

-------
                                                         TABLEE4
                                                 CT VALUES FOR IN ACTIVATION
                                              OF GIARDIA CYSTS BY FREE CHLORINE
                                                         AT 25 C (I)
CHLORINE
CONCENTRATION
<»«/L)
<-0.4
0.6
0.1
t
1.2
1.4
1.6
l-«
2
2.2
2.4
2.6
2.1
3
CHLORINE
CONCENTRATION
(-R/L)
<-0.4
0.4
O.S
1
1.2
1.4
1.6
1.1
2
2.2
2.4
2.6
2.S
3
pll<-6
Log kMctmtioM
O.S 1.0 1.5 2.0 2J 3.0
4 12 16 20 24
..4 13 17 21 25
4 13 17 22 26
4 13 17 22 26
5 14 II 23 27
5 14 II 23 27
5 14 19 23 21
5 10 15 19 24 »
5 10 15 19 24 29
5 10 15 20 25 30
5 10 IS 20 25 30
5 10 16 21 26 31
5 10 16 21 26 31
5 II 16 21 27 32
pH-1.0
LoglMctiwtioM
0.5 1.0 1.5 2.0 2J 3.0
17 25 33 42 50
17 26 34 43 51
It 27 35 44 53
II 27 36 45 54
II 21 37 46 55
10 19 29 31 41 57
10 19 29 39 41 51
10 20 30 40 50 60
10 20 31 41 51 61
10 21 31 41 52 62
II 21 32 42 S3 63
II 22 33 43 54 65
II 22 33 44 55 66
II 22 34 45 56 67
pH=6.5
Log iMctivMioM
0.5 1.0 1.5 2.0 2.5 3.0
10 IS 19 24 29
10 IS 20 25 30
10 16 21 26 31
10 16 21 26 31
II 16 21 27 32
II 17 22 21 33
II 17 22 21 33
II 17 23 21 34
12 II 23 29 3S
12 II 23 29 35
12 II 24 30 36
12 19 25 31 37
12 19 25 31 37
13 19 25 32 31
pH-I.S
Log iMrtmtioM
O.S 1.0 1.5 2.0 2.S 3.0
10 20 30 39 49 59
10 20 31 41 SI 61
II 21 32 42 S3 63
II 22 33 43 54 65
II 22 34 45 56 67
12 23 35 46 SI 69
12 23 35 47 51 10
12 24 36 41 60 72
12 25 37 49 62 74
13 25 31 SO 63 75
13 26 39 51 64 77
13 26 39 52 65 71
13 27 40 S3 67 10
14 27 41 54 68 II
pH=7.0
Log hMdmfioM
0.5 1.0 1.5 2.0 2.5 3.0
12 II 23 29 35
12 II 24 30 36
12 19 25 31 37
12 19 25 31 37
13 19 25 32 31
7 13 20 26 33 39
7 13 20 27 33 40
7 14 21 27 34 41
7 14 21 27 34 41
7 14 21 21 35 42
7 14 22 29 36 43
7 IS 22 29 37 44
1 IS 23 30 31 45
1 IS 23 31 31 46
pH<-9.0
Log hMctmfioM
0.5 1.0 I.S 2.0 2.5 3.0
12 23 35 47 SI 70
12 24 37 49 61 73
13 25 31 SO 63 75
13 26 39 52 65 71
13 27 40 S3 67 10
14 27 41 55 61 12
14 21 42 56 70 M
14 29 43 57 72 M
IS 29 44 59 73 SI
IS 30 45 60 75 90
IS 31 46 61 77 92
16 31 47 63 71 94
16 32 41 64 M 96
16 32 49 65 II 97
pH-7.S
Log iMdivrtioM
0.5 1.0 1.5 2.0 2.5 3X1
7 14 21 21 35 42
7 14 22 29 36 43
7 15 22 29 37 44
15 23 30 31 45
15 23 31 31 46
16 24 31 39 47
16 24 32 40 41
16 25 33 41 49
17 25 33 42 SO
17 26 M 43 51
17 26 35 43 52
II 27 35 44 S3
II 27 36 45 54
II 21 37 46 55












•




Note.:
  (I) CT    - CT for 34og iMcthMticn
        99.9

-------
                                   TABLE E-7

                                 CT VALUES FOR
                   1NACTIVATIQN OF VIRUSES  BY FREE CHLOft!Ng<1>
Loo Inact1vat1on


Temperature (C)
0.5
5
10
15
20
25
2.0
OH
fci
6
4
3
2
1
1


Ifl
45
30
22
15
11
7
3.0
oH
M
9
6
4
3
2
1


10
66
44
33
22
16
11
4.0
oH
fci
12
8
6
4
3.
2


10
90
60
45
30
22
15
Notes;
     1.   Basis for values given  In Appendix  F.

-------
                                   TABLE E-8

                                 CT VALUES FOR
                          INACTIVATION Of GIARDIA CYSTS
                             §Y CHLORINE 0!QX10g<>)
Tenoerature fC)
Inactiva| Jon
0.5-log
1-log
1.5-log
2- log
2.5-log
3- log
sd
10
21
32
42
52
63
J.
4.3
8.7
13
17
22
26
ia
4
7.7
12
15
19
23
li
3.2
6.3
10
13
16
19
22
2.5
5
7.5
10
13
15
21
2
3.7
5.5
7.3
9
11
Note;

     1.   Basis for values given in Appendix F.

-------
Notts:
                                   TABLE E-9

                                 CT VALUES FOR
                            INACTIVATION OF VIRUSES
                           BY CHLORINE PIQXTPf oH
Removal
2-log
3-1og
4- log
•
Ssl 5_ IS 15 m 25
8.4 5.6 4.2 2.8 . 2.1 1.4
25.6 17.1 12.8 8.6 6.4 4.3
50.1 33.4 25.1 16.7 12.5 8.4
      1.    Basis for values given In Appendix F.

-------
                                   TABLE E-10

                                 CT VALUES  FOR
                          INACTIVATION OF GIARDIA CYSTS
                                   BY_OZONE(1)
Temoeratur* IC\
Inactlvation <•! S
0.5-log
l-1og
1.5-log
2- log
2>5-log
3- log
0.48
0.97
1.5
1.9
2.4
2.9
0.32
0.63
0.95
1.3
1.6
1.9
UL
0.23
0.48
0.72
0.95
1.2
1.43
It.
0.16
0.32
0.48
0.63
0.79
0.95
20.
0..12
0.24
0.36
0.48
0.60
0.72 ,
2i_
0.08
0.16
0.24
0.32
0.40
0.48
Notes

     1.   Basis for values given in Appendix  F.

-------
            TABLE E-li

          CT VALUES FOR
IMACTIV&TIOM OF VIRUSES i¥
Inactlvaf

2-log
3-log
4- log
Note;
I.



0.9
1.4
1.8

Basis for

JL
0.6
0.9
1.2

values given
Tunoerature fC\
UL iL 2fi_ 2S.
0.5 0.3 0.25 0.15
0.8 0.5 0.4 " 0.2S
1.0 0.6 0.5 0.3

in Appendix F.

-------
  TABLE  E-12
CT VALUES FOR
INACT1VATION OF GIARDIA CYSTS
BY CHLORAMINE oH 6-9(I)
Temperature 1C)
Inactivation , <•! $ 10 _1S
0.5-1og
1-log
1,5-log
2- log
2. 5- log
3- log
Note;
1.
, 635
1,270
1,900
2,535
3,170
3,800

Basis for
36S
735
1,100
1,470
1,830
2,200
values given in
310
615
930
1,230
1,540
1,850
Appendix F.
250
500
750
1,000
1,250
1,500

20
185
.*370
550
735
915
1,100

-2i_
125
250
375
•500
625
750


-------
                                   TABLE E-13

                                 CT VALUES FOR
                    INACTIVATIQN OF VIRUSES BY CHLORAMINP(1)
Inactivatlon
2- log
3-log
4- log

-jSiL.
1,243
2,063
2,883
*
— 5—
857
1,423
1,988
Temoeratur* tC\

643 428
1,067 712
1,491 994
"•
XL
321
.534
746

25_
214
356
497
Notes:

     1.   Basis for values given in Appendix F.

-------
                              TABLE I-14

                            CT VALUES FOR
                    IN ACT I VAT ION  QF VIRUSESBY
                          LOB Inactlvatlon
                   21                           36
Note:

     1,    Basis for values given In Appendix F.

-------
    APPENDIX  F
BASIS FOR CT VALUES

-------
                               APPENDIX F
                           IAS1S OF CT VALUES

F.I    Inactivation of Giardia Cvsts

       F.I.I  free Chlorine
       The CT values for free chlorine In Tables  E-l through E-6 are based
on a statistical analysis (Clark et al., 1988; attached to this appendix),
which considered both animal  infectivity studies (Mibler et a.!.-, 198?) and
excystation studies  (Jarroll  et  al., 1981; Rice et al., 1982;  Rubin et
al., 1988).   A multiplicative model was selected to best  represent the
chemical  reactions  during  the inactivation  process.    This model  was
applied to each  of the  data  sets,  listed  above, and in various combina-
tions.   The animal  infectivity data were included in  all  combinations
studied1.   The animal  Infectivity  data  was  considered essential  for
inclusion in all the  analysis  of  combined  data sets because it included
many more data points than the other data sets, all of which represented
inactivation levels  at  99.99 percent.  Because of  limitations with the
excystation methodology,  only  data  for achieving less  than 99.9 percent
inactivation was available from such studies.
      Statistical analysis supported the choice  of combining the Hibler et
al. and the Jarroll  et al. data (and excluding the Rice  et al. (1981) and
Rubin et al. (1987) data), to  form the best fit model  for predicting CT
values for different  levels of Inactivation.  As a conservative regulatory
strategy, Clark and Regli (1990) (attached at the end of thsi appendix),
recommended  that CT  values  for  different   levels  of  Inactivation be
determined  by  applying  first order  kinetics  to  the  99  percent upper.
confidence interval of the CTM ,,  values  predicted by the model.
      The model was applied using the above strategy as a safety factor,
to determine the CT values ranging from 0.5-log to 3-log inactivation at
0.5 and 5 C.  CT values for temperatures above 5 C were estimated assuming
a twofold decrease for  every  10 C.   CT values for temperatures at 0.5 C
were estimated assuming  a 1.5  times  increase to CT values  at 5 C.  This
general principle is supported by Hoff  (1986).   It is  important to note
that the  CT values  for free chlorine  are  sensitive  to  the residual
                                   F-l

-------
concentration, C.  For example, at a pH of 7 and a temperature of 10 C, a
3-log filardla cyst inactivation results from a CT of 10? mg/L-min with a
free residual of 0.6 g/L and a CT of 124 mg/L-min with a free residual of
2.0 ng/L.
      Application of  the model to pHs above 8,  up  to  9,  Mas considered
reasonable because the model is substantially sensitive to pH (e.g., CTs
at pK 9 are over three times greater than CTs at pK 6 and over two times
greater than CTs at pH 7).   At a pH of 9, approximately four percent of
the hypochlorous acid fraction of free chlorine  is still present.  Recent
data Indicate that in terms of HOC!  residuals (versus total free chlorine
residuals including HOC1  and OCT) the CT  products required for inactiva-
tion of Giardia purls and S-iajrdJa lamb 11 a cysts decrease with increasing
pH from 7 to 9 (Leahy et al.,  1987; Rubin et al., 19885).  However, with
increasing  pH,  the  fraction  of  free chlorine  existing  as the  weaker
oxidant  species  (OC1")  increases.     In  terms   of  total  free  chlorine
residuals (I.e.,  HOC!  and OCV) the CT products required for inactlvation
of fiiardia muris cysts  increase with  increasing pH from  7 to 9 by less
than  a  factor of  2  at  concentrations  of  less  than  S.O mg/L  (see
Table F-l).  Also,  the significance  of pH on  the value  of  CT  products
achieving  99 percent  inactivation  appears  to  decrease with decreasing
temperature and free chlorine concentration. The relative effects of pH,
temperature, and chlorine concentration, on inactivation of Giardia muris
cysts appears  to  be the same  for fiiardia laroblia cysts  (Rubin et al.,
1988b), although not as  much  data for Siardia  Iambila  cysts  for high pH
and temperature values as for  SiafdJt muris cysts is yet available.

      F.I.2  Ozoneand Chlorine Dioxide
      The  CT values  for ozone in Table £-10 are based  on  disinfection
studies    using    Jn   vitro   excystation    of    Giardia    lamblia
(Wickraraanayake,  G. B., et  al.,  1985).  CTI9 values at  5  C  and  pH 7 for
ozone ranged from 0.46 to 0.64 (disinfectant concentrations  ranging from
0.11 to  0.48 mg/L).   No CT values were  available  for other pHs.   The
highest CTM value, 0.64, was  used as  a basis for extrapolation to obtain
the CT values at  5 C,  assuming first order kinetics and applying a safety
factor of 2, e.g.,  (0.64 X 3/2 X 2  - 1.9).  CT values for  temperatures
                                   F-2

-------
           TABLE F-l
CT VALUES TO ACHIEVE 99 PERCENT
AH
7

8

9

Temperature
(C\

1
15
1
15
1
15
(Source: Rubin,
0.2-O.S
500
200
510

440
310
et •!., 1988b)
Concentration (mo/L)
0.5-1.0 1.0-2.0
760 1,460
290 360
820 1,580
220
1,100 1,300
420 620
^
2.0-5.0
1,200
290
1,300
320
2,200
760

-------
above 5 C were esHeated assuming a twofold decrease for every 10 C.   CT
values for  temperatures at  0.5  C were  estimated  assuring a  1.5  tines
increase to CT values at 5 C.
      The CT values  for. chlorine  dioxide  in  Table E-8  are based  on
disinfection  studies  using la vitro excystation of  Giardia  mur'is CT$9
values at pH 7 and  1 C, 5 C, 15 C and 25 C (Leahy, 1985 and Rubin,  1988b).
The average CT,,  value at each temperature (27.9 at 1 C, 11.8 at 5 C, 8.5
at 15 C,  and 4.7 at 25 C)  was extrapolated using first order kinetics and
multiplied by a safety factor of 1.5 to obtain the CT99 , values,  e.g.,
                 at  1 C,  C,,, - 27.9 x  1.5 x  1.5 • 63.
Because of the limited data available at pHs other than pH 7, the same  CT
values are  specified for  all pHs.  Although  most  of the CT99 data were
determined at pH 7,  it is known that chlorine  dioxide  is more effective  at
pH 9.  Thus, the CT values 1n the rule are more conservative  for higher
pHs than for lower pHs.
      A lower safety factor is used for chlorine dioxide than  for ozone,
because the data was generated using Giardia  muris  cysts which are more
resistant than Giardia  lamblia  cysts.   CT values  at other temperatures
were estimated,  based on the same rule of thumb multipliers assumed for
ozone.
      A larger safety factor was applied to the ozone  and chlorine dioxide
data than to the chlorine data because:
      a.     Less data were available for ozone and chlorine dioxide than
            for chlorine;
      b.     Data available for ozone and chlorine dioxide, because of the
            limitations of the excystation procedure, only reflected up to
            or slightly beyond 99 percent inactivatlon.   Data for chlo-
            rine, based  on  animal Infectivity studies rather than excysta-
            tion procedures, reflected  Inactivatlon of 99.99 percent.
            Extrapolation  of data to achieve  CT values  for 99.9 percent
            Inactivatlon with ozone and chlorine dioxide,  involved greater
            uncertainty than the  direct determination of  CT  values for
            99.9 percent inactlvation using chlorine.
      c.     The CT values for ozone and chlorine dioxide to achieve 99.9
            percent Inactivatlon are feasible to achieve; and
      d.     Use of ozone and chlorine  dioxide is  likely to occur within
            the  plant  rather than  in  the  distribution  system  (versus
            chlorine and chloramines which are  the likely disinfectants
                                   F-3

-------
            for  use  1n tht distribution system).   Contact time measure-
            nents within tht plant will Involve grtattr uncertainty than
            measurement of contact tine In pipelines.
      EPA recognizes that the CT values for ozone and chlorine dioxide are
based  on limited  data.   Therefore,  EPA  encourages  the generation  of
additional data In accordance with the protocols provided In Appendix 6 to
determine conditions  other than the specified  CT  values,' for providing
effective disinfection  at a particular system.

      F.I.3 Chioramines                    .
      The CT values for chloramines In Table E-12 are based on disinfec-
tion  studies  using preformed chloraaines and  Ji vitro  excystatlon  of
Siardla muris (Rubin,  1988).  Table F-2 summarizes CT values for achieving
99 percent Inactivation Of G1ard1a muris cysts.  The highest CT values for
achieving 99 percent inactivation at 1 C (2,100) and 5  C (1,430) were each
Multiplied by 1.5  (i.e.,  first  order  kinetics were assumed)  to estimate
the CT1lf values at 0.5 C and 5 C,  respectively,.in Table £-12.  The CTlf
value of 970 at  15 C  was  multiplied by 1.5 to estimate the CT99, value.
The highest CTtl  value of 1,500 at  15  C and pH 6 was not used because it
appeared anomalous to the other data.   Interesting to note is that among
the data In Table  F-2 the CT values 1n the lower residual concentration
range (<2 mg/L)  are higher than those in tht higher residual concentration
range (2-10 mg/L).  This is opposite to the  relationship between these
variables for fret chlorine.   For chloramines, residual concentration may
have greater influence  than  contact time  on  the inactivation of Slardia
cysts within the range of chloramine residual concentrations practiced by
water utilities  (less than 10 mg/L).   No safety factor  was  applied  to
these data since chloramination, conducted in the field,  is more effective.
than using preformed chloramines.  Also, filardla surfs appears to be more
resistant than Giardia  Iambila to chloramines (Rubin,  1988b).
      The protocol In  Appendix  G  can  be ustd to demonstrate If  less
stringent disinfection conditions  than  those  cited  In Table E-12  can
achieve comparable levels of Inactivation for specific system characteris-
tics.
                                   F-4

-------
                                   TABLE F-2

                           CT VALUES FOR 99 PERCENT
            1NACTIVATION OF GIARDU HURIS CYSTS IY MONOCHLORAMINI*
8
(Source:
Temperature
15
5
1
15
5
1
15
5
1
15
5
1
Rubin, 1988}
Monochloratnlne
1,500
>1,500
>970
>970
2,500
1,000
>1,000
>1,000
890
>890
>890
Concentration fmp^y
M-lVtQ
880
>880
>880
970
1,400
>1,400
530
1,430
1,880
. 560
>560.
>560
*CT valuts with ">" signs ire txtrapolattd from thi known data.

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 F.2   Inactivatlon of Viruses

       F.2.1 Free Chlorine
       CT  values for free chlorine are based on data by Sobsey (1988) for
 Inactivatlon of HepatUus A virus (HAV), Strain HM175, at pH 6,7,8,9 and
 10,  chlorine concentrations of 0.5  to  0.2,  and a temperature of 5 C, as
 contained 1n Table  F-3.  The highest CT value for the  pH range 6-9 for
 achieving 2, 3, and 4-log Inactivatlon  of HAV Mere multiplied by a safety
 factor of 3  to obtain the CT values listed In Table  E-7. (e.g.,  the CT
 value  for achieving  4-log Inactivatlon at pHs  6-9  was  determined by
 multiplying 2.55 X 3 - 7.6 - 8). The CT values at pH 10 were significant-
 ly  higher than those  for pHs  6-9 and  are considered  separately.  The CT
 values  In Table  E-7 for pH  10 also Include a  safety factor of  3.   CT
 values at temperatures other than 5  C were determined  assuming a two fold
 decrease  for every 10 C Increase.  CT values for Inactivating viruses 1n
 general are based on HAV data  since  they  give higher CT values than those
 for  Inactivatlon of polio and rotavlruses under similar conditions of pH
 and  temperature (Hoff, 1986).

      F.2.2 Chlorine Dioxide
      Data by Sobsey (1988)  for Inactivatlon of Hepatitus A virus, strain
 HN 175, by a chlorine  dioxide concentration of 0.5 mg/1 at pH 6 and 5 C 1s
 shown in Table F-4.  The CT values in Table E-9 for pHs 6-9 and tempera-
 ture « 5 C were determined by applying a safety  factor  of 2 to the average
 CT values presented in  Table  F-4 at pH 6.   This  safety  factor is lower
 than  that used to  determine  CT values for  chlorine because  chlorine
 dioxide appears to be  significantly  more  effective at  higher pHs and most
waters are assumed to have a higher pH than 6.
      CT  values  at  temperatures  other than  5  C  In Table  E-9  were
determined by applying a twofold decrease for every 10  C increase.   The
data for  pH  9  was not  considered because  it  is very limited  and other
viruses are more resistant to chlorine dioxide  than Hepatitus A is at pH
9.  According to Hoff  (1986) at a pH of 9 and a temperature of 21 C,  a CT
of 0.35 provides a 4-log Inactivatlon of poliovirus 1.  Applying the same
safety factor and  rule of thumb multipliers to  this data results in  a CT
                                  F-5

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. of 2.8 for  a  4-1og virus inactivation at 0.5% in contrast to a CT of
 50.1 rtsyltlng from tht Htpatltus A data  at pH 6.  Therefore, in order to
 assure Inactivation  of Hepatitus  A,  the higher CT  values are needed.
 Systems with  high  pHs nay  wish  to  demonstrate the  effectiveness of
 chlorine dioxide at lower CT values based on the protocol  in Appendix 6.
 Chlorine dioxide  is  much sore effective for inactivating  rota virus and
 polio virus than it is for inactivating HAV (Hoff 1966).

       F.2.3 Chi oramines
       The CT values in Table £-13  at 5 C were based directly on data by
 Sobsey (1988)  using prefonaed chloraiines at pH  8.  No  safety factor was
 applied to the laboratory data since chloramination in the field, where
 some transient presence  of free  chlorine would occur,  is  assumed  more
 effective than preformed chloraraines.
       HAV is  less resistant  to  preformed  ch lor amines than  are other
 viruses.   For  example,  CTs of 3,800-5,500 were needed for 2-1 og  inactiva-
 tion of simian rotavirus at pH  - 8.0 and temperature - 5  C (Berraan and
 Hoff,  1984)%   However, these same viruses are  very  sensitive to  free
 chlorine.  CT values ranging from less  than 0.025 to 2.16 were required to
 achieve 99 percent  inactivation of rotavirus by free chlorine at pH  «  6-10
 and temperature •  4-5 C (Hoff,  1986).   HAV is more  resistant to  free
 chlorine  than  are rotavirusess
       The  CT  values  in  Table  £-13 apply  for  systems  using  combined
 chlorine  where  chlorine  is  added  prior to  ammonia  in  the  treatment
 sequence.   This should provide sufficient contact with free chlorine to
 assure inactivation of rotaviruses.  CT  values Table E-13  should not be
 used for estimating  the adequacy of disinfection in  systems  applying
 preformed chloraraines  or ammonia  ahead of chlorine,  since CT values based
 on HAV inactivation with preformed chloramines  nay  not be  adequate for
 destroying rotaviruses.  In systems applying preformed chloramines, it is
 recommended  that  inactivation  studies  as  outlined  in  Appendix 6 be
 performed  with Bacteriophage  MS2  as  the indicator virus  to determine
 sufficient CT  values.  Also, the protocol  in Appendix  6 can be used by
 systems applying  chlorine ahead  of ammonia to demonstrate  less stringent
 disinfection conditions than  those indicated  in  Table 1-13.
                                   F-6

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                   TABLE F-3

CT VALUES FOR INACTIVATION OF HEPATITUS A VIRUS
            BY FREE CHLORINE

LOG INACTIVATION

2
3
4
(Source:

£
1.18
1.75
2.33
Sobsey 1988)

2
0.70
1.07
1.43

oH
£
1.00
1.51
2.03


i
1.25
1.9
2.55
«*
t *

' ift
19.3
14.6
9.8

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                                  TABLE F-4

               CT VALUES FOR INACTIVATION OF HEPATITUS A VIRUS


Experiment
No.

pH6



pH9

Inactlvatlon Time

Log
Inactlvatlon
pH6 2
3
4
pH9 >2.5
>3.6

1
2
3
4
1
2

(mln^
Experiment No.
1234
12 9 5 7
30 29 22 20
55 59 43 39
0.33 	
0.33 	
CIO,
Concentration fmo/Ll

Initial Average
0.49
0.50
0.51
0.51
0.5
0.5


' 1
3.
9.
17
^0 .
^0 .
- 0.32
0.33
0.36
0.37
0.5
0.5
•
CT»
Experiment No.
234
8 3.0 1.8 2.6
4 9.6 7.9 7.4
20 16 14
17 	
17 	








Average
2.8
8.6
16.7
<0.17
<0.17
Notet
           CT values were obtained by multiplying inactivatlon time by the average
           concentration shown above for each experiment.

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      F.2.4
      No laboratory CT values based on Inactivatlon of HAV virus are yet
available for ozone.  Based on  data  from  Roy  (1982), .a aean CT value of
0.2 achieved 2-log Inactivatlon of pollovlrus 1 at 5 C and pH 7.2.  Much
lower CT values are needed to achieve a 2-log Inactivatlon of rotavirus
(Vaughn, 1987).  No CT values were available for achieving greater than a
2-log Inactivatlon.   The CT  values   1n Table E-ll for achieving 2-log
Inactivatlon at 5 C were determined  by applying a safety  factor of 3 to
the data from  Roy  (1982).   CT values  for 3 and 4-log  Inactivatlon were
determined by applying first order kinetics and assuming the sane safety
factor of 3.  CT values were adjusted  for temperatures other than 5 C by
applying a  twofold decrease  for  every  10 C Increase.   Based  on  the
available  data,  CT   values  for  ozone disinfection   are  not  strongly
dependent on pH.  Therefore, data obtained at pH »  7.2 1s assumed to apply
for pHs  in  the range of 6.0 to 9.0.   However,  It should be noted that the
maintenance of an ozone residual 1s affected by pH.

      F.2.5  Ultraviolet L1pht (UV)
      The CT values for  Inactivatlon of viruses by  UV are based on studies
by Sobsey (1988)  on  inactivation of Hepatitis  A virus (HAV) by UV.  These
data were used because HAV has been established as an important cause of
waterbome disease.   The CT  values  were derived by applying  a safety
factor of 3  to  the HAV inactivation data.  The CT values in Table E-14 are
higher than the CT values for UV Inactivatlon of poliovirus 1 and simian
rotavirus from previous studies (Chang et al., 1985).

      F.2.6  Potassium Permanganate
      Potassium  permanganate  1s  a  commonly  used  oxidant  in  water
treatment.    Preliminary testing  by  Yahya, et al 1988,  indicates that
potassium permanganate  may contribute to virus inactivation.   The test
data included  In Table F-5 indicates  the  Inactivation of bacteriophage
MS-2 using  potassium permanganate with  a  pure  water-buffer solution.
These data  da not include safety factors.  It is likely  that CT values for
actual water treatment processes will differ from these  values.  This data
has only been provided here as an indication of the potential of potassium
                                   F-7

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                                TABLE F-5
                    CT VALUES  FOR 2-LOG  I MOTIVATION
            OF MS-2 BACTERIOPHAGE WITH POTASSIUM PERMANGANATE
KMnO.
(mg/L)                           OH 6.0                  OH a.o
 0.5            .                  27.4 a(l)                26.1 a
 1.5                              32.0 a                  50.9 b
 2.0               '                ND(2)                   53.5 c
 5.0                              63.8 a           '       35.5 c
Notes;
      1.    Letters Indicate different experimental conditions.
      2.    Not determined.

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THE BASIS FOR 6IARDIA C T VALUES IN THE SURFACE WATER
      TREATMENT RULE:  INACTIVATION BY CHLORINE
              Robert N. Clark, Director
           Drinking Water  Research Division
        Risk Reduction Engineering Laboratory
                 Cincinnati,  OH  45268
                         and
                      Stlg Regll
               Office  of Drinking  Water
         U.S.  Environmental  Protection Agency
                 Washington,  DC 20460
        RISK REDUCTION ENGINEERING LABORATORY
          OFFICE OF RESEARCH AND DEVELOPMENT
         U.S.  ENVIRONMENTAL PROTECTION AGENCY
                 CINCINNATI, OH 45268
                    February 1991

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             THE  BASIS  FOR  GIARDIA C T VALUES  IN THE SURFACE HATER
                  TREATMENT RULE:  INACTIVATION BY CHLORINE
                                      by
                       Robert  M.  Clark,'  and St1g  Regl1b
                                 INTRODUCTION
     The 1986 amendments to the Safe  Drinking Hater Act (SDUA) require EPA to
promulgate primary drinking water regulations (a)  specifying criteria under
which filtration  would be required, (b) requiring disinfection as a treatment
technique for all public water systems, and (c) establishing maximum
contaminant levels (MCLs) or treatment requirements for control of Glardla
lamblla. viruses, Leolonella.  heterotrophlc plate count bacteria, and
turbidity.  EPA has  promulaged treatment technique requirements to fulfill the
SDWA requirement  for systems using surface waters and ground waters under the
direct Influence  of surface water.1 Additional regulations specifying
disinfection requirements for systems using ground water sources not under the
direct Influence  of surface water will be proposed and promulgated at a later
date.  This paper presents  a model that relates pH, temperature, chlorine
concentration, and Inactlvatlon level  to 61ard1a  Inactlvatlon by free
chlorine.  Because Glardla  1ambl1 a Is known to be one of the most resistant
organisms to disinfection by chlorine found 1n water, much Interest and effort
'Director,  Drinking Water  Research  Division,  Risk Reduction Engineering
 Laboratory,  26 H. Martin  Luther King Drive,  Cincinnati, Ohio 45268
bUSEPA,  Office  of Drinking Water, 401  H Street,  S.W.,  Washington,  DC 20460

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his been devoted to determination of C't vilues for siardia'laroblia.  The
model his been used to predict *C't* values that have  been  Included as part  of
EPA's Surface Water Treatment Rule (StfTR).
PCK6R0UND                                                 .'
     Under the SwTR ill community and non-community public  water systems usfng
surface water, or ground water under the direct Influence of surface  water,
tre required to provide minimum disinfection to control  filardu Iambi1a.
enteric viruses and bacteria.1   In addition,  unless the  source water 1s  well
protected and meets certain water quality criteria (total or fecal conforms
and turbidity limits),  treatment must also Include filtration.   The treatment
provided, In any case,  1s required to achieve at least 99.9 percent removal
and/or 1nact1vat1on of G1ard1a  lamblla cysts and at least 99.99 percent
removal and/or Inactlvatlon of viruses (I.e., virus of fecal origin and
Infectious to humans).   Unfiltered systems are required  to  demonstrate that
disinfection alont achieves the minimum performance requirements by monitoring
disinfectant residual(s),  disinfectant contact tlme(s),  pH  {if  chlorine  is
used), and water temperature. These  data nust.be applied to determine 1f their
*C"t*  value  [the product of disinfectant  concentration (mg/L) and disinfectant
contact (minutes)] equals  or exceeds the C't  values for fiiardia  lamblla
specified In the SWTR.1  With the exception of chloramines,  where ammonia is
added prior to chlorine,  these  C't values  are also  adequate  to achieve greater
than 99.99 percent Inactivation of viruses.  For filtered systems, states are
required to specify the level of disinfection for each system to insure  that
their overall  treatment achieves at  least 99.9 and 99.99 percent removal
and/or Inactlvatlon of  G1ard1a  lamblla cysts  and viruses, respectively.1
     In the  Guidance Manual  to  the SWTR,  EPA recommends  C't  values for

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different disinfectants to achieve levels of Inactlvatlon for anflltered
systems.  Filtered systems will be required to achieve less Inactlvatlon then
required for unflltered systems.  The percent Inactlvatlon that filtered
systems should achieve as a function of the filtration technology In place and
source water quality conditions 1s-also recommended.2
PROBLEM
     The destruction of pathogens by chlorlnatlon 1s dependent on a number of
factors, Including water temperature, pH, disinfectant contact time, degree of
mixing, turbidity, presence of Interfering substances, and concentration of
chlorine available.  The pH has a significant effect on Inactlvatlon
efficiency because 1t determines the species of chlorine found 1n solution,
each of which has a different Inactlvatlon efficiency.
     The Impact of temperature on disinfection efficiency Is also significant.
For Example,  Clarke's work In virus  destruction by chlorine Indicates that
contact time  must be Increased two to three times when the temperature Is
lowered 10°C.3  Disinfection by chlorlnatlon can  Inactivate Glardia  cysts, but
only under rigorous conditions.  Most recently,  Hoff et al. concluded that (1)
these cysts are among the most resistant pathogens known, (2)  disinfection at
low temperatures Is especially difficult, and (3) treatment processes prior to
disinfection  are Important.4
     Typical  C't  values for 99  percent  Inactlvatlon  of Glardia  lamblla  by  free
chlorine at different temperatures and pH values are shown 1n  Table 1.

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TABLE 1
. C'T VALOES FOR
L AMELIA CYSTS
99X IHACTIVATION OF GIARDIA*
BY FREE CHLORINE
Ranoe
Temp
('C
5
15
25
JlTTOll
showed that
pH
6
7
8
6
7
8
6
7
8
fit al.,
greater
Disinfectant
Concentration
(Hi/I)
1.0-8%0
2.0-8.0
2.0-8.0
2.S-3.0
2.S-3.0
2.5-3.0
1.5
1.5
1.5
Time
(»in)
6-47
7-42
72-164
7
6-18
7-21
<6
< 7
< 8
C't
47-84
56-152
72-164
18-21
18-45
21-52
< 9
<10
<12
Mem
C't
65
97
110
20
32
37
< 9
<10
<12
No. of
Experiments
4
3
3
2
2
2
1
1
1
using j& vitro excystation to determine cyst, viability,
than 99,8 percent
of Slirdia Iambi
Jl cysts
can be killed
by exposure to 2.5 mg/L of chlorine for 10 minutes at 15°C and pH 6,  or after
60 minutes at pH 7 or 8.   At 5°C, exposure to 2 mg/L  of chlorine killed at
least 99.8 percent of all  cysts at  pH 6 and 7 after 60 minutes.5  While It
required 8 mg/L to kill the same percentage of cysts at pH 6 and 7 after 10
minutes, it required 8 mg/L to inactivate cysts to the same level at pH 8
after 30 minutes.  Inactivatlon rates decreased at lower temperatures and at
higher pH values as Indicated by the higher C't values.
     Because of the obvious interactions among these variables it is essential
that a model be developed  for predicting C't values under the  various
conditions that lay exist  in drinking water systems.
                                                                                     If'

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OBJECTIVE
     As Indicated, many factors Influence Slardia lamblia reaction kinetics.
The objective of the study described 1n this paper therefore is to develop an .-
equation that will relate C't values for Giardia Inactivated by chlorine to
such factors as pH, temperature, level of 1nactivation and chlorine
concentration.  As mentioned previously, this equation ultimately provided the
values presented In the SWTR and associated Guidance Nanual for disinfection
of Giardia Iambi la by free chlorine.
SIGNIFICANCE
     The significance of these efforts relates to the fact that EPA's Office
of Drinking Hater has adopted the C't concept to quantify the 1nact1vat1on of
Giardia Iambi la by disinfection with free chlorine.  Whether or not a utility
is forced to Install surface water treatment will depend on its ability to
meet the C't values specified by the SWTR.   Even If the utility is not
required to Install filtration a utility may have to make significant
Investments In holding basins and disinfection capacity in order to meet these
requirements.  Therefore C't values established under the SWTR will be
extremely Important to the drinking water Industry and the authors believe It
is Important that the Industry understand the basis for the procedures used to
estimate these values.  This paper describes the way In which C't values were
calculated for the SWTR.  It Is unlikely that utilities can directly use the.
models developed In this paper, although it is important that they understand
the mechanism by which C't values  have been derived.   Tables generated from
the model  will  be useful as they provide the C't values for Giardia Inacti-
vation by  chlorine that utilities must achieve.  These tables are presented at
the end of the  paper.

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                                    THEORY                                          f
     Currant disinfection theory Is based on the Chick or Chick-Watson model.
Chick's UN expresses the rate of destruction of microorganisms based on a
first-order chemical reaction.1
     dl^dt » -kt                                          (1)
which when Integrated yields
where
     Nt - number of organisms  present at time t (minutes)
     N0 * number of organisms  present at time 0                          *
     k  * rate constant characteristic of type of disinfectant,
          microorganism, and water quality aspects of system (minutes*1)
     t • time (minutes)
     Watson, using Chick's data, refined this equation to produce an empirical
relation that included changes 1n the disinfectant concentration:7
     In (N/No) - r C"t                                      (3)
where                                                 '
     C » concentration of disinfectant [(milligrams/liter)17"]
     r « coefficient of specific lethality (liters/milligram * minutes)
     n • coefficient of dilution (liters/milligrams "minutes)
or
     (1/r) In (Nt/N0) - C"t                                 (4)
For a given level of survival  such as Nt/N0 - 0.001 (3 log reduction) the left
hand side of equation 4 Is a constant K, or
     K • C"t                                                (S)
The value K will  vary depending on the level  of Inactlvation.

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EFFECT OF OTHER VARIABLES
     As Indicated previously C't values have been found to be a function of
pH, temperature, disinfectant concentration and level of Inactivation.*
Therefore In this study equation 5 was reformulated as follows:
     C't - C-("*n K                                          (6)
where
     K    - f (pH, temp, 1)
     I    • ratio of organisms at tine t to the organises at tine 0 (Nt/No)
     temp »temperature at which experiment was conducted In °C
     pH   * pH at which experiment was conducted 1n pH units
Equation 6 can be rewritten In the form:
     C't - R I'cVfttnip*                                   (7)
where
     R,a,b,c, and.d are coefficient to be determined.
A more convenient form for coefficient estimation and the one used in this
paper Is as follows:
 •   t - R I'Cb"lpHetempd                                    (8)
As will be discussed In the following sections these coefficients will be
determined by a statistical analysis using appropriate data bases.
                            COEFFICIENT ESTIMATES
     Several data sets are available for estimating the coefficients in .
equation 8.  Data sets have been developed by Jarroll, Hlbler,  Rice and
Rubin.1'1'10'11
     Much of the available G1ard1a Inactlvatlon data 1s based on excystation.
rather than animal infectlvlty since it is an easier measure of cyst
viability.11  Hoff et al. compared mouse  Infectivity  and txcystation for

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determining the viability of |. murls cysts txposed to chlorine and reported
that both methods yielded similar results.12   Hlbler et al.  used Mongolian
gerblls to determine the tffects of chlorine on £. Iambi la cysts.1  In a
series of experiments, cysts were exposed for various tine periods to free
chlorine concentrations ranging from 0.4 to 4.2 «g/L at 0.5, 2.5, and S.O°C
and pH 6, 7, and 8.  Each of 5 gerblls was fed S x 104 of the chlorine exposed
cysts and subsequently examined for evidence of Infection.  Since the test
animals had each received a dose of S x 10* of the chlorine  exposed cysts and
subsequently examined for evidence of Infection and since 1nfect1v1ty studies
with unchlorlnated cysts showed that approximately 5 cysts usually constituted
an Infective dose, the following assumptions were made depending on the
Infectlvlty patterns occurring In the animals.  If all five animals were
Infected, It was assumed that C*t  had produced less than  99.99 percent
1nact1vat1on and 1f no animals were Infected, that It had produced greater
than 99.99 percent 1nact1vatlon.s   If,  however,  1-4 animals  were  Infected It
was assumed that the level  of viable cysts were 5 per animal and that 99.99
percent of the original  cyst population had been Inactivated.   Hlbler
Interpolated from the results and provided comprehensive tables showing C't
values at 0.5°C temperature  Intervals.9  Because of observations Indicating
that C't  values Increased as  chlorine concentration Increased within the range
of chlorine concentrations  used, Hlbler et al. advised against use of the C't.
values for chlorine concentrations above 2.5  mg/L.
     Table 2 summarlies  Hlbler's data for the different  experimental
conditions examined.  Column 3 shows the range of chlorine concentrations in
mg/L to which cysts were exposed before being fed to  the gerblls,  and Column  7
shows the number of experiments which yields  1-4 Infected gerblls  out of 5.
                                      8.                       ,

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Column 4 shows the range of cyst txposure tines and Column 5 contains the
range of C't values that are the product  of the  chlorine concentration  and
cyst exposure tine.
          TABLE 2.  C'T VALUES FOR 99.99 PERCENT INACTIYATIQN BASED
                          ON ANIMAL INFECTIV1TY DATA
pH
                    Range of
       Range of  Cyst Exposure
Temp    Cone.        Time
 'C    (ng/L)        (H»1n)
                                        Range of      Range of  Number of
                                     C't values  from   Predicted  Obserw
                                        Data         C't Values  tlons
6
6
6
7
7
7
8
8
8
6.5
2.5
5
0.5
2.5
5
0.5
2.5
5
0.56-3.96
0.53-3.80
0.44-3.47
0.51-4.05
0.64-4.23
0.73-4.08
0.49-3.25
0.50-3.24
0.84-3.67
39-300
. 18-222
25-287
76-600
55*350
47*227
132*593
54-431
95-417
113-263
65*212
50-180
156-306
124-347
144-222
159-526
175-371
200-386
136-192
107-151
93-134
205-295
169-235
156-211
294-410
233-324
209-299
25
15
26
14
14
15
22
21
15
     Hi bier's data set,  based on animal  InfectivUy,  Is appealing because It
1s a more direct Indicator of cyst viability than data based on excystation.
However the C't  values 1n  this data set  are  based  solely on  99.99 percent
1nact1vat1on.  The other three data sets,  based on excystation, have values
calculated for all four  parameters 1n equation 8.   Table 3 contains a summary
characterization of the  studies  on which these data sets were based.  Because
no one Individual experiment provided the exact characteristics required for
this study an attempt was  made to find the 'most consistent' set of data for
parameter estimation, which night Include several  of the data sets discussed.

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            TABLE 3.  CHARACTERIZATION OF £. IAMBIIA FREE CHLORINE*
                 INACTIVATION STUDIES USED IN PREDICTIVE MODELS
Reference
No.
5
Cyst
Source
Symptomatic
human
Viability
Assay
•xcy station
Comments
Conventional
survival curves
                     Gerbils,  adapted
                     from  infected
                     humans.   (CDC
                     isolate)

                     Symptomatic and
                     nonsymptomatic
                     humans
                     Gerbils adapted
                     from  infected
                     humans.   (Several
                     isolates  used)
gerbil infec-
tivity (5
animals/sample)
based on multiple
samples..  End
point - 0.1X
survival

No survival curves.
Endpoint sought
    - 0.01% survival
excystation
excystation
Conventional
survival curves
based on multiple
samples.  End
point - 0.1X
survival

Conventional
survival curves
based on multiple
samples.  End
                                                                                      3T-
 *Data  provided by Dr. John Hoff formerly of USEPA
     The Hibier data set was  included  in all combinations considered because

 it was the largest data set,  the data  set was based on animal infectivity, and

 the data reflected higher percent  inactivation than required under the SWTR.

 Since the data based on excystation, with the exception of a few data points,

 only reflected percent inactivation up to 1 log or less than that required

 under the SWTR, inclusion of  the Hibler data was considered essential for

•developing a model that could predict  disinfection conditions for achieving

                                       10

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99.9 percent 1nact1vit1on with Minimum uncertainty.  Filtered systems will
need to know disinfection conditions for achieving less than 99.9 percent
1nact1vat1on.  Therefore data from at least one of the excystatlon studies was.
considered essential since the C t values In the SUTR may be used for
calculating partial Inactlvatlon levels (I.e., less than 99.9 percent).
     A fundamental question that needed to be addressed was the statistical
compatibility of the data sets.  Initial regression estimates for each of the
data sets were made using equation 8.13  High  *r*' were obtained for these
fits but significant differences were found for the *R* coefficient or slope.
This Indicated that the basic model was adequate but that there were
differences 1n the coefficients as defined by the Individual estimates using
equation 8.  It was decided to 'anchor* all of the data sets to the Hlbler
data set.  The approach used was to construct an Indicator random variable to
move the regression intercept or slope to compensate for data set
differences.13  The  significance  of the  indicator random  variable would
support the hypothesis of different regression surfaces, i.e., incompatibility
of the data sets chosen.  The indicator random variable was created in such a
way as to always differentiate between the' Hlbler data set and other data sets
considered and to move the regression Intercept not the slope.  The Indicator
random variable was defined as follows:
            o If Hlbler data
     2 -  [                 ]                          "     '    •         (9)
            1 if other data
Therefore equation 8 was modified as follows:
     t - R I'Cb'1pHetempd10"                                               (10)
where t, I, C,  pH, temp are defined as in equation 8, and R,a,b,c,d,e are
constants determined from regression.

                                      11

-------
     Equation 10 cm be transformed as follows:
     log t % log R + a log I + (b-1) log C + c log  pH + d  temp + ez       (}})
 In equation  II when i « 0 equation 10 is defined over the  Hlbler data set,
 and                           •                                     .                   ^
     t » R I* C*"1 pH* temp*                                                (12)     '    _
 Vhen i • 1 equation 10 is defined over the remaining data  and
                                                                                      .tapfct.
     t • {R % 10*}  I- C1"1 pH* temp*                                        (13)
 Table 4 displays the data set combinations and regression  diagnostics.  Note
 that i is the Indicator random variable.
     In Table 4, the first column shows the various data* sets considered  in
 the analysis.  Column two contains the *r2* values based on equation 13 for
 each of the data combinations.  Column three Indicates Major results of the
 analysis.  For example 1t was found, for the first data set combination,  that
 the intercept, and temperature variable were not significant.  Column 4 shows
 the test that was used to determine whether or not the equation yields biased         ^,.
 results.                                            •                                  ......
                                                                                      -i*H
     As indicated in Column  4 of Table 4 residual plots were used to determine        ^
                                                                                     •**»-
 constant variance and normality.   Fortunately a strict assumption of normality
 is not required.  As stated  in Neter,  Uasserman and Whitmore 'Small departures
 from normality do not create any serious problems.11 Major departures, on the
 other hand,  should be of concern*.  Further they write, 'Unless the departures
 from normality are serious,  particularly with respect to skewness, the actual
confidence coefficients and  risks of error will be close to the levels for
exact normality'.   In addition because of the large sample size one would
expect the central  limit theories would apply and symmetry would not be an
 issue.
                                      12

-------
      It was found that 90% of the data fell  within plus/or/nlnus 1.64 standard
 deviations of the Bean,   In addition 75X of the data fell within plus or minus
 1 Minus standard  deviation which gives support for the normality assumption.
 [For a perfect normal distribution we would  expect 68% of the data to He
 within plus or minus 1 standard deviation.   Similarly, we would expect 90% to
 He within plus or ainus  1.64 standard deviation of the Man].
      The Indicator rindora variable for the  Intercept variable using the
 Hi bier, Jarroll data base was not significant (p-value * 0.3372).  All other
 data bases considered had a significant Indicator random variable at the 0.095
 level of significance.  A formal  test .for differences, of intercept and/or
 slope between the Hibler  and Jarroll  data sets was conducted and no difference
 was detected.
      As mentioned previously the Hibler data set does possesses some desirable
 characteristics and It 1s the largest data  set among all data sets available.
 However one light argue that by forcing the  Hibler data set Into the analysis
 the possibility has been  Ignored that the other data sets may be mutually
 consistent, and the Hibler data set may represent an "outlier*.  In addition,
 one might hypothesize that data from different experimental situations
 prohibits us from making  a reasonable comparison among these excystatlon
 studies.  Table 4 shows that the Hibler and  Jarroll data sets are compatible.
.Since Table 4  also shows  that HIbler-Rice and Hibler-Rubin is not consistent,,
 then it Is reasonable to  assume that the Jarroll date is not consistent with
 the Rice and Rubin data so that the Hibler data is not alone in being
 Inconsistent with the other data sets.   It seems reasonable therefore to start
 with the Hibler data set,  the largest one, then Incorporate other smaller data
 sets Into the modeling process.   Thus logic  supports the use of the Hibler,
                                       13

-------
 Jarroll data .base for extending the nodel  development and the coefficients In
.equation 8 were estimated using these data as shown In Table 5 In the log
 transforted form.18
TABLE 4. DIAGNOSTIC RESULTS FROM DATA SET COMBINATION ANALYSIS
Pill sets considered
Hlbler,
HI bier,
Hlbler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Hibler,
Rice, Jarroll, Rubin
Rice, Jarroll, Rubin, z
Rice, Rubin
Rice, Rubin, z
, Jirroll, Rubin
Jarroll, Rubin, z
R1c§, Jarroll
Rice, Jarroll, z
Rubin
Rubin, z
Rice
Rice, z
Jarrol 1
Jarroll, z
R-Sauare
0.6801
0.7316
0.6649
0.7899
0.6424
0.6879
0.8619
0.865
.0.6483
0.7193
0.8548
0.8678
0.8452
0.8459
Variables
Intercept, temp
not- significant
Intercept, temp
not-sianificant
Intercept, temp
not-significant
Intercept
not-significant
Intercept, temp
nonsignificant
intercept, temp
not-significant
all variables
significant
all variables
significant
temp
not- significant
Intercept
not-significant
all variables '
significant
all variables
significant
all variables
significant
z not significant
Plots
non- normal data
non-constant var
non-normal data
non-constant var
non-normal data
non -constant var
non-normal data
non-constant var
non -normal data
non -constant var
non-normal data
non-constant var
non-normal data
non-constant vir
non-normal data
non-constant var
non-normal data
non -constant var
non-normal data
constant var
non-normal data
constant var
non-normal data
constant var
non-normal data
constant var
non-normal data
                                                               constant var
                                       14

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               TABLE  5.   COEFFICIENT ESTIMATES FOR EQUATION 8.'


Variable I

INTERCEP
LOGI
LOGCHLOR
L06PH
L06TENP


)F Coefficient

-0.902
-0.268
-0.812
2.S44
-0.146

Standard
Error

0.200
0.014
0.042
0.221
0.028
Statlstlca
T for HO:
Parameter*0

•4.518
-19.420
-19.136
11.535
-5.117
1 Analysis

PROB > 0 |

0.0001
0.0001
0.0001
0.0001
0.0001

Variance
Inflation .
. Factor
0.000
1.183
1.033
1.032
1.179
     In Table 5 column 7 entitled the 'Variance Inflation Factor (VIF)' is
defined as (1-R*2) where R^ Is the coefficient of multiple determination when
Xk 1s regressed on the other variables In the model.   The minimum value of VIF
1s.1 If there 1s no mult1collinearity.  As shown 1n column 7 all of the
variance Inflation factors are close to one.
                              DISCUSSION OF  MODEL
     As discussed In the previous sections the coefficients for equation 8
were determined by a combination of log transformation and linear regression.
An Issue to consider 1s the probability that there Is measurement error In the
model's Independent variables and the effect that this could have on estimates
of the parameters.
     Regression Is Intended to fulfill the dual purposes of prediction and
explanation.  The purpose  of equation 8 Is primarily to predict by providing
water utilities guidance as to what C't values will  be needed  for a desired  .
level of Inactlvatlon.  The purpose of this model  Is to predict C't values and
will not be hampered by measurement error as long as consistency 1s
maintained.15  Since any measurement  Is  subject to some type of error,  the
approach taken to deal with this Issue was to provide safe  or 'conservative
estimates* of C't  values.
                                      15

-------
     As one of the diagnostic procedures applied to the analysis equation 13
was evaluated for nulticolinearity.  As can be see from Table 5 all of the
coefficients are highly significant and there 1s no iwlticolinearity.
TABLE 6. COLLINEARITY DIAGNOSTICS
Condition
Number
1.000
2.495
2.801
10.662
45.636
VAR PROP
Intercep '
0.0002 .
0.0001
0*0003
0.0147
0.9847
VAR PROP
LOG I
0.0031
0.0063
0*0067
0.9266
0%0574
VAR PROP
LOGCHLOR
0.0214
0.0138
0.9285
0.0029
0.0334
VAR PROP
LOGPH
0.0003
0.0001
0.0004
0.0253
03739
VAR PROP
L06TENP
0.0174
0.7833
0.0005
0.1918
0.0071
     In Table 6 VAR PROP 1s the variance-decomposition proportion (VDP) and
has a maximum value of 1.   A high condition number coupled with high VDP
values for two or more coefficients is an Indication of multi col linearity
between those variables.  A condition of 45.636 in conjunction with an
intercept VOP of 0.9847 and Log(pH) VDP of 0.9739 indicated a dependency
between the intercept  and  Log(pH) variable, however, multicollinearity among
the other coefficients were nonexistent.
     The final equation used for predicting C't values in the SUTR was based
on equation 8 as follows:
     C't - RI*CllpHctempd                                    (14)
     Confidence intervals  of the coefficients estimate for equation 14 based
on the Bonferroni  method at a 99% confidence interval are:14'11
                              R:  ( 0.384,   0.4096}
                              a:  (-0.2321, -0.3031}
                              b:  ( 0.0792,  0.2977}
                              c;  ( 1.9756,  3.1117)
                              d;  (-0.2112, -0.0724}
                                      16

-------
                                    RESULTS
      There are many uncertainties regarding  the various data sets that night
 be  considered for calculating C't values.  The random variable analysis shows •-_
 the statistical Incompatibility among most of these data sets.  More work
 needs to be done to define the Impact of strain variation and in vivo versus
 in  vitro techniques on C't values.  In order to provide conservative estimates
 for C't values In the SWTR and the guidance document the authors used the
 approach Illustrated 1n Figure 1.
      In Figure 1 the 99% confidence Interval of the 4 log 1nact1vat1on level
 Is  calculated.  First order kinetics are then assumed so that the 1nact1vat1on
 'line' goes through 1 at C't • 0 and a C't value equal  to the  upper  99% con-
 fidence Interval at 4 logs of Inactlvatlon.  As can be seen the Inactlvatlon
 line consists of higher C't values than all of the mean predicted C't  values
 from equation 14, most of the Jarroll et al., and most of the Hibier data
 points.  Conservative C't values,  for a specified level of Inactlvatlon, can
 be  obtained from the Inactlvatlon line prescribed by the disinfection condi-
 tions.  For the example Indicated 1n Figure  1, the appropriate C't for
 achieving 99.9% Inactlvatlon would be 105.   This approach (assumption of first
 order kinetics) also provides the basis  for  establishing credits for sequen-
 tial  disinfection steps allowed under the SWTR.  It should be noted that this
 approach provides very conservative estimates at mid range levels of C't.
      Note 1n Figure 1 that some of the Individual data points fall outside the
 99% confidence Interval estimated at the four logs of Inactlvatlon.   This 1s
 to  be expected since the confidence Intervals constructed were for mean C't
 values, but also Indicated the high variability of the Hi bier data.
      Equation 14 was applied using the above strategy, as a safety factor, to
determine the C t values  for 99.9  percent Inactivation at 0.5°C and  5°C in the
                                      17

-------
oo
I
N
A
C
T
I
V
A
T
 I
O
N

L
E
V
E
 L
                                          Ct-PRED.

                                        •  ACTUAL Ct

                                        A 99% CONF. INTERVAL
                                          AT 4 LOGS OF INACTIVATION
                 I   20  40 60  80  100 120  140 160 180 200 220 240

                                  Ct VALUES


              FIGURE 1. 99% CONFIDENCE LEVELS USING

                        EQUATION 14 FOR CHLORINE « 2 mg/l;

                        PH « 6; TEMPERATURE - 5°C

-------
final SVTR.1  C't values for temperatures  above 5°C were estimated assuming a
twofold decrease for every 10°C Increase in temperature since all the Hibler
data was generated at 5°C  or  less.   This general principle is supported by
Hoff.
     Application of equation 14 to pHs above 8, up to 9, was considered
reasonable because the nodel  fs substantially sensitive to pH (e.g., C*ts at
pH 9 are about three tines greater than C'ts at pH 6 and about two tines
greater than C'ts  at pH 7},  At a pH of 9, approximately four percent of the
hypochlorous acid fraction of free chlorine is still present.  Other data
indicate that in terns of HOC1 residuals  (versus total free chlorine residuals
including HOC1 and OC1") the C't  values  required for  inactivatlon of Giardia
muris and Slardia lawblia  cysts decrease with increasing pH fron 7 to 9.10
However, with Increasing pH,  the fraction of free chlorine existing as the
weaker oxldant species (OCT)  increases.  In terms of total  free chlorine
residuals (i.e., HOC1 and  OC1") the C't  values  required  for  inactivation of
Giardia murls and Siardia  Iambi la cysts increase with increasing pH from 7 to
9 but generally less than  by a factor of 2 at concentrations of less than 5.0
mg/L.10  Table 7 compares  the C't values in the proposed SWTR to those given
in the SWTR.  The C't values  in the proposed SWTR were based only on the
Hibler data and included different safety factors.2'8
                                      19

-------
               TABLE 7.  COMPARISON BETWEEN HOOIFIIO APPROACH (HEANS) AND RULE C TS
                   AT 99.9% INACTIVATION AND 5°C IN THE PROPOSED AND FINAL SWTR
                                                       -Eft.
          Concentration          67              8              i
             wg/l       Proposed  Final   Proposed  Final  Proposed Final Proposed  Final
             1           105       308     149      m     216    238     329     312
             2           116       122     16S      186     243    269     371     3S3


               The C't values 1n the final  SWTR  are  0-10 percent lower than in the

          proposed SWTR.  Table 8  presents representative  C't values determined by

          application of  the above described approach.
                    TABLE 8.  CALCULATED C'T VALUES FOR GIARDIA INACTIVATION
                                USINS USING EQUATION 14 AT 0.58C and 5°

                                 Values for Inactivatlon of Glardla Cysts
                                        by Free Chlorine at 0.5°C

  Chlorine           pH - 6             pH - 7        '      pH - 8              pH - 9
Concentration   Loo Inactivatlon    Loo Inactivatlon    Loo Inactivatlon    Log Inactlvation
mg/L 0.5
0.4 23
1 25
2 28
3 30
1.0
46
49
55
60
2.0
91
99
110
121
3.0
137
148
165
181
0.5
33
35
39
44
Values





1.0 2.0 3.0 0.5 1.0
65 130 195 46 92
70 140 210 51 101
79 157 236 58 115
87 174 261 64 127
2.0
185
203
231
255
3.0
277
304
346
382
0.5
65
73
83
92
1.0
130
146
167
184
2.0
260
291
333
368
3.8
390
437
500
552
for Inactivatlon of Glardla Cysts
by Free Chlorine at 5°C






  Chlorine           pH - 6             pH - 7              pH « 8              pH » 9
Concentration   Lj)gInactivatlon.    Log Inac|jvat1on    jog Inactivatlon    Log Inactivatlon
    mg/L       0.5   1.0  2.0  3.0  0.5   1.0   2.0   3.0  0.5   1.0   2.0  3.0  0.5   1.0  2.0  3.8
0.4
1
2
3
16
18
19
21
32
35
39
42
65 97
70 105
77 116
84 126
23
25
28
30
46 93
SO 99
55 110
61 121
139
149
165
182
33
36
41
45
66 137
72 144
81 162
89 179
198
216
243
268
47 93
52 104
59 118
65 130
186 279
208 312
235 3S3
259 389
                                                20

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     Because calculations for the SWTR C't values are the upper Unit on the
error bounds associated with equation 14 (Table 8), an equation was developed
to estimate these C't values for 0.5 and 5°C directly.  C't  values above 5°C
can be estliated by using the Method given below to estimate C't values at
5°C,  then the assumption that there Is a twofold decrease 1n C't values for
every 10°C Increase 1n temperature can be applied.  The equation for the
estimated C't values at 0.5 and 5°C 1s as follows;
     C't - 0.36 pHt'*tim|f0-I8C0-lsHog I}1'00   (R* - 0.998}        (15)
where the variables 1n equation 15 are as defined previously.
     Table 9 compares the values estimated by equation 15 and the SWTR  values
shown In Table 8.
           TABLE  9.  CALCULATED C'T VALUES  FOR GIARDIA IHACTIVATION
                       USING EQUATION 15 AT 0.5 AND 5°C

Chlorine
Concentration
mg/L
0.4
' 1
I "
3
.
Chlorine
Concentration
mg/L
0.4
1
2
3

Loo
0.5
22
25
27
29

Loo
0.5
IS
17
19
20

Values
pH • 6
Inactlvatlon
1.0 2.0 3.0
43
49
55
58

86 129
99 148
109 164
116 174
Values
pH - 6
Inactlvatlon
1.0 2.0 3.0
31
35
39
41
61 91
70 104
77 116
82 123
for Inactlvatlon of
bv Free Chlorine at
pH - 7
Logjnactlvatlon
0.5 1.0 2.0 3.0
33 65 131 196
37 75 149 224
41 83 165 248
44 88 175 263
for Inactlvatlon of
bv Free Chlorine at
pH - 7
Log Inactlvatlon
0.5 1.0. 2.0 3.0
23 46 92 138
26 53 106 158
29 58 117 175
31 62 124 186
Giardla Cysts
O.S6C
Log
0.5
47
54
59
63
pH - 8
Inactlvatlon
1.0 2.0 3.0
94 187
107 214
118 137
126 251
281
321
355
377
Log
0.5
£4
74
81
86
pH . 9
Inactlvatlon
1.0 2.0 3.8
129
147
163
173
257
294
325
345
385
441 *
487
517
Glardla Cysts
58C
Log
0.5
33
38
42
44
pH - 8
Inactlvatlon
1.0 2.0 3.0
66 132
76 151
84 167
89 178
198
227
251
266
Log
0.5
46
52
58
61
pH - 9
Inactivation
1.0 2.0 3.8
91
104
115
122
182
208
320
244
272
311
345
366
                                      21

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                                  FUTURE WORK  .
      Because of the Importance from an economic  and a public  health viewpoint
 of the calculation of C't values for the Inactlvatlon of Ciardia  Iambi la  by
 free chlorine,  Mich effort  has been expended In  developing  nodals that.
 Interrelate the Important variables effecting these values.1  The work
 reported in this paper reflects the authors attempts to develop such a
 relationship for inclusion  in  the StfTR. However,  1t also raises  a-very
 interesting point  regarding the application of statistical  methodology to
 public policy decision problems.  There is  no perfect 'regulatory* experiment
 that answers all of the textbook questions  that  could be raised regarding
 regulatory decision making.  One has to use available data  and  incorporate the
 best Judgment that  can be brought to bear on a given issue  to Insure that
 public health and welfare is protected. The need  to combine  data sets from
 different  investigations and then develop a decision rule based on the data,
 as shown In this paper, as  an  example of the this  process.
      There 1s no doubt  In the  authors'  Bind that other better models may  be
 developed.   For example, Haas' work in applying  the Horn model to  inactivation
   *F
 data and incorporating  the  method of Maximum Likelihood for estimating
 parameters Is promising.17   The authors believe that the public  Is best served
 by examining problems  from  many different points of view and  encourage others
 to pursue  these difficult,  frustrating but  extremely challenging  problems.
                            SUMMARY  AND CONCLUSIONS
      Amendments to  the  Safe Drinking Water  Act clearly require  that  all
 surface water suppliers in  the U.S..  filter  and/or  disinfect to  protect  the
 health of  their customers.  |. laroblia has  been  identified  as one of the
.leading causes of waterborne disease outbreaks in  the U.S.  fi.  lamblla  cysts
 are also one  of the most resistant  organisms to disinfection by free chlorine.

                                       22

-------
EPA's Office of Drinking Water has adopted the C't concept to quantify the
Inactlvatlon of fi. lamblla cysts by disinfection.  If a utility can assure
that a large enough C't can be maintained to ensure adequate disinfection     •
then, depending upon site specific factors, it «ay not be required to Install
filtration.  Similarly, the C't concept can be applied to filtered systems for
determining appropriate levels of protection.    *
     In this paper, an equation has been developed that can be used to predict
C't values for the 1 reactivation of fi.  Iambi la by free chlorine based on the
Interaction of disinfectant concentration, temperature, pH, and 1nact1vat1on
level.  The parameters for this equation have been derived from a set of
animal 1nfect1v1ty and excystatlon data.  The equation can be used to predict
C*t values for achieving 0.5 to 4 logs of Inactlvatlon, within temperature
ranges of 0.5 to 5°C,  chlorine concentration ranges up to 4 mg/L,  and pH
levels of 6 to 8.  While the model was not based on pH values above 8, the
model Is still considered applicable up to pH level of 9.  The equation shows
the effect of disproportionate Increases of C't versus 1nact1vat1on levels.
Using 99% confidence Intervals at the 4 log 1nact1vat1on levels and applying
first order kinetics to these end points a'conservative regulatory strategy
for defining C't  at various levels of  Inactlvatlon has been developed.  This
approach represents an alternative to the regulatory strategy previously
proposed.
                                      23

-------
                               ACKNOWLEDGMENTS

     The authors would like to acknowledge Ms.  Patricia Pierson and Ms.  Diane
Routledge for their assistance 1n preparing this Manuscript.   The authors are
grateful to Dr.  John Hoff,  formerly of USEPA, Ms. Shirley P1en and Ms.  Eleanor
Read of the Computer Sciences  Corporation, Mr.  Dennis Black of the University
of Nevada, Las Vegas, and Dr.  Charles  Haas of the Illinois Institute of
Technology for their review and suggestions to  Improve the Manuscript.   The
authors would like to extend a special  acknowledgement to Ms.  Dlanne Mild for
her assistance In the preparation of this Manuscript.
                                     24

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                                  REFERENCES

 1.   National Primary Drinking Water Regulations;  Filtration, Disinfection,
     Turbidity, filardla lamblla. Viruses, Leolonelli. and Heterotrophlc
     Bacteria.  Final Rule, 40 CFR parts 141 and 142.  Fed. Reg. 54:124:27486
     (June 29, 1989).

 2.   U.S. Environmental Protection Agency, Office of Drinking Water, Criteria
     and Standards Division.  Guidance Manual for Compliance with the Filtra-
     tion and Disinfection Requirements for Public Hater Systems Using Surface
     Water Sources, October 1987.

 3.   Clarke, N. A., Berg, C., Kabler, P. W., and Chang, S. I., 'Hunan Enteric
     Viruses In Hater:  Source, Survival, and Removability*.  International
     Conference on Hater Pollutions Research, Landar, September, 1962.

 4.   Hoff, J. C., Rice, E. W., and Schaefer 111, F. U. 'Disinfection and the
     Control of Waterborne Giardlasls*, In Proceedings of the 1984 Specialty
     Conference, Environmental Engineering Division, ASCE, June 1984.

 5..  Jarroll, E. L.» Blngham, A. K.» and Meyer, E. A.  'Effect of Chlorine on
     Glardla Iambi 1 a Cyst Viability*.  Applied and Environmental Microbiology.
     Vol. 41, pp. 483-48, February, 1981.

 6.   Chick, H., 'an Investigation of the Laws of Disinfection:, J. Hygiene, 8,
     92 (1908).

 7.   Watson, H. E., 'A Note on the Variation of the Rate of Disinfection with
     Change 1n the Concentration of the Disinfectant', J. Hygiene, 8, S36
     (1908).

8.   Clark, R. M., Read, E, J.t and Hoff, J. C. 'Analysis of Inactivation of
     Glardla Iambi 1 a bv Chlorine*. Journal of Environmental Engineering, ASCE,
     Vol. 115, No. 1, February, 1989, pp. 80-90.

9.   Hlbler, C. P., Hancock, C. M., Perger, L. M., Hegrzyn, J. 6. and Swabby,
     K. D. 'Inactlvatlon of Giardla Cysts with Chlorine at 0.5°C to 5.0°C.
     amerlcan Water Horks Association Research Foundation, 6666 Hest Qulncy
     Avenue, Denver, Colorado 80235, 1987.

 10.  Rice, E. H., Hoff, J. C. and Schaefer III, F. H. 'Inactlvatlon of Glardia
     Cysts by Chlorine*, Applied and Environmental Microbiology. Jin. 1982,
     Vol. 43, No. 1, pp. 250-251.

 11.  Rubin, A. J., Evers, D. P., Eyman, C. N., and Jarroll, E. L.,
     'Inactlvatlon of GerbH-Cultured Glardla Lamb!la Cysts by Free Chlorine",
     Applied and Environmental Microbiology. Oct. 1989, Vol. 55, No. 10, p. .
     2592-2594.

12.  Hoff, J.  C., 'Inactlvatlon of Mlcrobial Agents by Chemical  Disinfectants"
     EPA/600/2-86-067.

13.  Draper,  N. and Smith, H. (1981) Second Edition,  Applied Regression
     Analyst;.  Wiley:  New York.

                                      25

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14.  Neter,  J.  and Vasserman,  M.  (1974),  Applied  linear Statistical Models.
     Irwin:  Honewpod,  IL.

15.  Fuller, Wayne, Measurement Error ItedeU. John Wiley i Sons, 198?..

16.  Belsley, D. A., Kuh, e. and  Velsch,  R.  E.  (1980), Regression Diagnostics.
     Wiley:  New York.                                      —..». -.--..^n?f


17.  Haas, Charles U.t and Millar,  B.  Statistical Analysis of Data on
     Chlorine Inactivation of  Siinlii Lainblia.  Final Report prepared for U.S.
     EPA Office of Drinking Mater,  January 6, 1988.
                                     26

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                                  GLOSSARY
d N/dt  •  rate  of change of organisms with respect to time
k       « Inactivation rate  1n minutes"1                     ,    .
t       • time 1n minutes                                      .
N       •  number of organisms at time t
N       •  number of organisms at time 0
 0
r       - coefficient of specific  lethality  (liters/mil11gram  •  minutes)
C       • concentration of disinfectant  [milligrams/liter]1"1
n       •  coefficient of dilution
K       • constant  at given  level  temperature,  pH and inactivation level
pH      - pH in water phase
temp    • temperature in °C
I       « level of inactivation
C t     * concentration in mg/L times time in minutes
R       • coefficient to be  determined
a       • coefficient to be  determined
c       • coefficient to be  determined
d       • coefficient to be determined
e       - coefficient to be determined
z       • coefficient to be determined
VIF     » variance inflation factor.  If VIF is 1 there is no muHicolinearUy
VDP     • variance decomposition number.  If VDP Is high for two or more
   variables there is an induction of multicolinearlty between
variables
Bonferroni technique • a conservative method of estimating confidence
          intervals
                                      27

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permanganate as a disinfectant.  It 1s not meant to be used as a basis for
establishing CT requirements.


Rj»fe.renc,es
Bennan, D,; Hoff, J.  Inactivation of Sinian  Rotavirus SA 11 by Chlorine,
Chlorine  Dioxide   and   Monochloramlne.     Appl.  Environ.   Microbiol.,
48:317*323, 1984.

Chang,  J.C.H.;  Ossoff,   S.F.;  Lobe,  D.C.;  Dorfnan, M.H.; Ounals,  C.M.;
Quails,  R.G.;  Johnson,   J.D.   Inactivation of  Pathogenic and  Indicator
Microorganisms.  Applied Environ. Micro., June  1985, pp. 1361-1365.

Clark, R.M.j Rtad,  E.J.; Hoff,  J.C.   Inactivation of Sfardia Iambi la by
Chlorine:  A Mathematical and Statistical Analysis.  Unpublished Report,
EPA/600/X-87/149, OWRD,  Cincinnati, OH, 1987.

Clark, R.j Regli, $.; Black, 0.   Inactivation of Giardia lamblia by Free
Chlorine:  A  Mathematical   Model.    Presented   at AWWA  Hater  Quality
Technology Conference.   St. Louis, Mo., November 1988.

Clark, M.R.; Regli,  S.   The Basis for Giardia  CT Values  in the Surface
Water Treatment Rule:  Inactivation  by Chlorine.  Submitted to Journal of
Water Supply Research and Technology-Aqua, August  1990.

Hibler, C.P.; C.M. Hancock;  L.M. Perger; J.G. Wegrzn;  K.D. Swabby Inacti-
vation of Giardia  cysts with Chlorine at  0.5 C to 5.0 C  American Water
Works Association Research foundation, In press, 1987.

Hoff, J.C, Jnactlvation of MicrobialAgents byChemical  Disinfectants.
EPA/600/52-86/067, U.S.  Environmental Protection Agency,  Water Engineering
Research Laboratory, Cincinnati, Ohio, September,  1986.

Jarroll, E.l.f  A.K. Binhain,*  E.A. Meyer Effect of Chlorine on Giardia
lamblia Cyst Viability.  Appl. Environ. Microbiol., 41s483-487, 1981.

Leahy, J.S.j Rubin,  A.J.j  Sproul, O.J.   Inactivation  of Giardia  nurls
Cysts by Free Chlorine.  Appl. Environ. Microbiol., July 1987.

Rict,  E.j  Hoff,  J.j Schaefer,  F,    Inactivation if Giardia  Cysts  by
Chlorine.  Appl. and Environ. Microbiology, 43:250-251, January 1982.

Roy, D., R.S.  Engelbrecht,  and E.S.K.  Chi an.  Comparative Inactivation .of
Six Enteroviruses by Ozone.  J. AWWA, 74(12):660,  1982.

Rubin, A.  Factors  Affecting  the Inactivation  of Giardia  Cysts by Mono-
chloramine and  Comparison with other Disinfectants.  Water Engineering Re-
search Laboratory, Cincinnati, OH March 1988a.
                                   F-8

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Rubin, A. "CT Products for .the Inactlvatlon of SiftntU Cysts by Chlorine,
Chloramlne, Iodine,  Ozone and Chlorine Dioxide" submitted for publication
In J. AWWA, December, 1988b.

Sobsey, M. Detection  and  Chlorine  Disinfection of  Hepatltus  A In Hater.
CR-813-024.  EPA Quarterly Report.  December 1988.

Vaughn, J.; Chen, Y.;  Undburg, K.; Morales,  D.  Inactlvatlon of Hunan and
Simian Rotavlruses by Ozone.   Appl. Environ. Mlcroblol., 53(9):2218-2221,
September 1987.

Hlckramanayake, G.;  Rubin, A.; Sproul, 0.   Effects of Ozone-and Storage
Temperature on filardla Cysts.  J.AHHA, 77(8):74-77, 1985.

Yahya, N.T., Landeen,  L.K., Forsthoefel, N.R., Kujawa,  K., and Gerba, C.P.
Evaluation of  Potassium Permanganate for Inactlvatlon  of Bacterlophage
MS-2 1n Hater  Systems.   Copyright  1988,  Carus  Chemical Company, Ottawa,
Illinois.
                                    F-9

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                                                  39/21/3?
                 APPENDIX S-l
OETERHININS CHLQRAMINE INACTIVATION OF tflARDIA

     FOR THE SURFACE WATER TREATMENT RULE
       Microbiological Treatment Branch
    Risk Reduction Engineering Laboratory

                     and

      Pansitology and Immunology Branch
 Environmental  Monitoring Systems Laboratory
     U.S. Environmental  Protection Agency
       26 West  Hartln Luther King Drive
           Cincinnati» Ohio  45268

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                              TABLE OF CONTENTS
  I.  Materials	3
 II.  Reagents	4
III.  Slardla murls Assay	7
 IV.  Disinfection Procedures for G1ard1a	10
  V.  Procedure for Determining Inact1vat1on	.-.	12
 VI.  Bibliography	13
VII.  Technical Contacts.	14
  Appendix
      A.  Use of the Hemocytometer	15
      B.  Preparation and Loading of Chamber Slides	20

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     The Surface Water Treatment Rule requires 99.it or  greater  removal/
1nact1vat1on of Slardla.   The following  protocol  my be used  to determine
the percentage  of Glardla  1nact1vat1on obtained  by  a  treatment  plant
using chloramlne disinfection.

I.  MATERIALS

    A.  Materials for Disinfection

         1.   Stock chlorine solution
         2.   Stock ammonia solution
         3.   Stirring" device                                .  -
         4.   Incubator  or  Mater bath  for  temperatures  below  -ambient
         5.   Mater from treatment plant
         6.   61ard1a  mur1s cysts
         7,   Assortedglassware
         8,   Assorted pipettes
         9.   Reagents and Instruments  for determining disinfectant residual
        10.   Sterile  sodium thlosulfate  solution
        11,   Vacuun filter device,  for 47mm  diameter filters
        12.   1.0  ym   pore  size  polycarbonate  filters,  47  an  diameter
        13.   Vacuum source
        14.   Crushed  1ce  and 1ce bucket
        15.   Timer

    3.  Materials for Excystatlon

         1,   Exposed  and  control  61ard1a murls cysts
         2,   Reducing solution
         3.   0.1 M sadlum bicarbonate
         4.   Trypsln-Tryode's solution
         5.   15  ml  conical  screw cap centrifuge tubes
         6.   Water bath,  3?"C
         7.   Warm air Incubator or slide warming  tray,  37°C
         8,   Aspirator flask
         9,   Vacuum source
        10.   Assorted pipettes
        11,   Vortex mixer
        12.   Centrifuge with swinging  bucket rotor
        13.   Chamber  slides
        14.   Phase  contrast microscope
        15.   Differential  cell  counter
        16.   Timer

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II.   REAGENTS

     A.   Reducing Solution

               Ingredient    .            	Amount
               glutathlone (reduced form)0.2  g  •
               L-cyste1ne-HCl                                0.2  g
               IX Hanks'  balanced salt solution             20.0  ml

               Dissolve the dry Ingredients 1n the IX Hanks'  balanced  salt
               solution and  warm  to  37"C  before  use 1n the  experiment.
               Prepare fresh, within 1 hour of use.

     B.   Sodium Bicarbonate Solution, 0.1 M

               Ingredient  	Amount
               Sodium bicarbonate::0.42 g

               Dissolve the  salt  1n 10 to 15 TI!  distilled  water.  Adjust
               the volume  to  50  ml  with  additional  distilled  water  and
               warm to 37'C  before  use 1n the experiment.   Prepare fresh,
               within 1 hour of use.

     C.   Sodium Bicarbonate Solution, 7.5%

               Ingredient  	Amount
               Sodium bicarbonate7.5  g

               Dissolve the  sodium  bicarbonate 1n 50 ml distilled water.
               Adjust the  volume  to  100  ml  with  additional  distilled
               water.  Store at room temperature.

     D.   Sodium Thlosulfate Solution, 105

               Ingredient   '                               Amount
               Sodium thlosulfate                           10.0  g

               Dissolve the  sodium  thlosulfate  1n 50 ml distilled water.
               Adjust the  volume  to  100  ml  with  additional  distilled
               water.  Filter  sterilize  the  solutlon..-through a  0.22  urn
               porosity membrane  or autoclave  for  15  minutes  at 121°C.
               Store at room temperature.

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E.  Tyrode's Solution, 20X
Ingredient
Nau
KC1
CiCl2
NgCl2*6H20
NaH2?04»H20
Glucose
Amount
160.0 g
4.0 g
4.0 g
2.0 g
1.0 g
20.0 g
          Dissolve the dry  Ingredients  In the order listed  1n  750 ml
          distilled water,  Adjust the volume to 1.0  liter with addi-
          tional distilled  water.   If  long term  storage  4«P to  1
          year) Is desired,  filter sterilize the solution'through a
          0.22 urn porosity membrane.
F.  Tyrode's Solution, IX

          [ng
          m
Ingredient         	\	Amount
20X Tyrode's solution5.0 ml
          Dilute 5 ml of the 20X Tyrode's  solution to a  final  volume"
          of 100 ml with distilled water.

S.  Trypsin-Tyrodf's Solution

          Ingredient                        	Amount
          tryps 1 n, i: 10<3, U."$". S1 ochemlcal  Co.          0.50 g
          NaHC03                                        0.15 g
          IX Tyrode's solution                        100.00 ml

          VHth continuous mixing on a stlrplate, gradually add 100 ml
          IX Tyrode's  solution  to  the  dry  ingredients.   Continue
          stirring until the dry Ingredients are completely dissolved.
          Adjust the  pH of  the solution  to 8.0 with  7.55  NaHCXh%
          Chill the trypsiri Tyrode's solution to 4°C.  NOTE:  Trypsin
          lots must  be  tested  for  their  excystation  efficiency.
          Prepare fresh,.within 1 hour of use.

H.  Polyoxyethylene Sorbltan  Konolaurate (Twetn 20}  Solution,  0.01%
    (v/v)

          Ingredient	Amount
          Tween 20'0.1 ml

          Add the  Tween 20  to  1.0  liter  of  distilled water.   Mix
          well.

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I.   Vaspar
          Ingredient	                Amount
          Paraffin                                     I part
          Petroleum jelly                             1 part

          Heat the  two Ingredients 1n a boiling water bath until melt-
          ing and mixing 1s  complete.

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III.   6IAROIA MURIS  ASSAY

      A,   Cysts
          Glardli muris  cysts  may be  available  from  commercial  sources.
          The cysts may  be  produced In  Mongolian gerblls (Herlones ungulcu-
          latys) or  1n  mice.   Mus muscul us ,  the laboratory mouse,  CF-l,
          BALBc , and  C3H/he  strains  have been  used  to produce j».   juris
          cysts.  The  method Is labor Intensive and requires a good animal
          facility.

          In order  for the disinfection procedure to  work properly, the 5.
          muris cysts  used must be of  high  quality.   Evaluation *of a cyst
          suspension  1s  a  subjective  procedure  Involving aspects of morpho-
          logy and  mlcrobUl contamination as  well as excystment.  A good
          quality ja.  muris cyst preparation should exhibit the following*.

          1.  Examine cyst stock suspension microscopically  for the presence
             of empty cyst  walls  (ECW).  Cyst  suspensions  containing equal
             to or  greater than  11  ECVf should not be used  for determining
             1nact1vat1on  at   any  required leytl.   However,  1f  a  99.95
             level of  disinfection  1nact1vat1on  1s  required, the  stock
             cyst  suspension must contain <0..1"S ECU.

          2.  Excystatlon  should  be 90S or greater.  .

          3.  The  cyst  suspension should  contain little  or no detectable
             mlcrobUl  contamination.

          4.  Good ja. muris cysts are phase bright with a  defined cyst wall,
             perlfrophlc  space,  and  agranular cytoplasm..  Cysts which are
             phase dark,  have  no detectable .perl trophic  s'pace, and have a
             granular cytoplasm may  be non-viable.  There  generally should
             be no more than 4 to 5$ phist dark cysts  In the cyst prepara-
             tion.
                  S,  muris  cyst "preparations  result when  the following
             guidelines  are  followed during cyst purification  from fects:

             a.   Use  feces collected  over a period  of  24  hours or less.

             b.   The  Isolation  of the cysts from the feces should be done
                  Immediately  after  the  fecal material 1s collected.

             c.   Initially,  G.  muris  cysts  should  be  purified from the
                  fecal materfal  by "flotation using 1,0 M sucrose.

             d.   If  the  G. muris  cyst  suspension contains an  undesirable
               '  -density "of  contaminants  after  the  first  sucrose float,
                  further purification 1s necessary.   Two methods for
                  further purification art  suggested.

                  1)   Cysts  may  be  recqnctntrated over a layer of 0.85 M
                      sucrose  1n  a 50 mi conical  centrifuge tube.  If this

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                second exposure to  sucrose  is  not dont quickly, high
                cyst lossts can occur  due  to thtlr Increased  bouyant
                density 1n  the  hyperosmotlc   sucrose  medium.    The
                cysts must be  thoroughly  washed  free of the  sucrose
                Immediately after collection of the Interface.

            2)  Cysts can be separated from dissimilar sized contami-
                nants by  sedimentation at unit  gravity,  which  nil!
                not adversely affect cyst bouyant density, morphology,
                or viability.

8,  Haintenance of Cysts

    1.  Preparation of stock suspension

        Determine the suspension density of the S. tnuris cyst prepara-
        tion using a hemoeytometer (see AppendiTA},  Adjust the cyst
        suspension density with distilled water  to approximately 3-5
        x 1Q6 cysts/ml.

    2.  Storage

        Store cysts  in distilled  water 1n  a refrigerator at-4"C.
        Cysts should not be used for disinfection experiments  if they
        are .nore than  2 weeks  old  (from  time  of  feces deposition).

C,  Excystation Assay

    A number of 8. rouris excystation procedures have been described  In
    the scientific literature (see Bibliography,  Section VI}.  Any  of
    these procedures may be used  provided 90S  or greater excystation
    of control,  undisinfected   6.   muris  cysts   is  obtained.   The
    following protocol  1s  used  to"evaluate the suitability of cysts  in
    the stock suspension, and to determine  excystation In control and
    disinfected cysts.

    1.  For evaluating  a cyst  suspension or for  running.an  unexposed
        control, transfer 5  x  1(P  S.  rourls   cysts  from  the  stock
        preparation to  a 15  ml  conical  screw cap  centrifuge  tube.   An
        unexposed control  should be processed  at  the,same time as the
        disinfectant exposed cysts.

    2.  Reduce the volume of G. jmuris  cyst suspension in  each  15  ml
        centrifuge tube to 0.5ml  ortess by centrifugation at  400 x
        g for 2 minutes.  Aspirate  and discard the supernatant  to  no
        less than 0.2 ml  above the pellet.

    3.  Add 5 ml reducing solution, prewarmed  to 37"C, to each  tube.

    4.   Add 5 ral 0.1  M  NaHCOs,  prewartned to 37eC,  to each tube.  NOTE:
        Tightly close  the caps to prevent the loss  of C02.  If the
        C02 escapes, excystation will  not occur.

    5,   Mix the  contents of  each  tube by  vortexing and  place  in
        a 37aC water bath for 30 minutes.

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 6,  Remove the tubas* from the Mater bath and centrifuge each  for
     2 minutes at 400 x g.

 7.  Aspirate and discard the  supernatant  to  no less than 0.2 ml
     above the pellet'and resuspend the pellet  In each tube  1n 10
     ml trypsln-Tyrode's solution chilled  to 4°C.

 8.  Centrifuge the tubes for 2 minutes at  400 x g.

 9,  Aspirate and discard the  supernatant  to  no less than 0.2 ml
     above the pellet.

10.  Add 0.3 ml  trypsln-Tyrode's  solution, prewarned to' 37°C, to
     each tube. . Resuspend the jj. murls cysts  by low speed  vortex-
     Ing.                      ~~

11.  Prepare  a   chamber  slide  for each  tube  '(see Appendix  B).

12.  Seal the  coversllp  on  each chamber slide  with  melted vaspar
     and Incubate at 37*C for  30 minutes  1n an Incubator or on  a
     slide wanner.

13.  After Incubation, place a 'chamber slide on  the stage of an
     upright phase contrast mlc'roscope.  Focus on  the slide with  a
     low power  objective.   Use a  total magnification of 400X or
     more for the actual quantltatlon.   NOTE:   Be careful to keep
     the objectives out of the vaspar.

14.  UhUe scanning the  slide  and  using a differential cell  coun-
     ter, enumerate the number of empty cyst  walls  (ECW), partial-
     ly excysted trophozoltes (PET), and Intact cysts (1C) observed
     (see Section V for  a  further  description of these forms  and
     the .uethod  for  calculating  percentage excystatlon).   If  the
     percentage excystatlon 1n the stock suspension  1s not 90* or
     greater, do  not  continue  with  the disinfection  experiment.

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                                                                       10
IV.   DISINFECTION  PROCEDURES FOR 61ARDIA

     A.   The  treatment  plant water to be used  should be the water Influent  •
         Into the  chloramlne disinfection unit process used In the plant.  ,
         If chloramlne  disinfection 1s performed  at more than one point In
         the  treatment  process,  e.g.,  preflltratlon  and  postf1ltrat1on,
         the  procedure   should   simulate as  closely  as   possible  actual
         treatment practice.

     B.   Prepare  stock  ammonia and  chlorine solutions to  be  added to the
         treatment plant water  to achieve the same Sto1ch1ometr1c relation-
         ship between   chlorine and  ammonia  that  Is  used  In the  water
         treatment plant.   These solutions  should  be  concentrated enough
         so that  no more than  2 ml  of each solution will  be added to the
         treatment plant water  being disinfected.

     C.   Determine the  contact  time  by  the methods described In  the Surface
         Uater Treatment   Rule   and/or  the associated  Guidance  Manual.

     0.   Rinse a  600 ml  beaker with  treatment  plant  water  to remove any
         extraneous material that  may  cause  disinfectant demand.   Then
         add  400 ml  treatment plant water to the  beaker.

     E.   Mix  the Contents  of the beaker short  of producing a vortex 1n the  •
         center and  continue  until   the  conclusion  of  the   experiment.

     F.   Equilibrate the 600ml beaker and Its  contents as  weTl  as the dis-
         infectant reagents  to  the desired  experimental temperature.

     G.   Adjust the stock j>. rourls  cyst suspension with distilled water so
         that the  concentration is  2-5 x 10° cysts/ml.

     H.   Add  0,5 ml  of  the  adjusted cyst suspension  to the contents of the
         600  ml beaker.

     I.   Add  the  disinfectant  reagents  to  the beaker  using  the same rea-
         gents, the  same sequence  of addition of  reagents,  and  the same
         time Interval  between addition of reagents that 1s  used 1n the
         disinfection procedure In the treatment  plant.

     J.   Just prior to  the  end  of the exposure time, remove a  sample ade-
         quate for determination of the disinfectant  residual concentra-
         tion.  Use  methods  prescribed 1n the  Surface Uater Treatment 3uTe
         for  the determination  of combined  chlorine.  This residual should
         be the same (±202) as  residual  present 1n  the  treatment plant
         operation.

     K.   At the end of the exposure time, add 1.0 ml  10$ sodium  thlosulfite
         solution  to the contents  of the 600 ml  beaker.

     I.   Concentrate the  G.  muHs  cysts 1n the beaker by  filtering t*ie
         entire contents tfirough a  1.0  ym porosity 47 mm diameter  polycar-
         bonate filter.

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                                                                   11
H.  Place the filter, cyst  side up, on the side of a  150 ml  beaker.
    Add 10 ml 0.01S Tween'20 solution to the beaker.   Using  a Pasteur
    pipette, wash the .£. rourls  cysts from the surface of the filter
    by aspirating and expelling the  0.01% Tween 20 solution over the
    surface of the filter.

N.  Transfer the  contents  of. the  150  ml beaker to an appropriately
    labeled 15 ml screw cap conical centrifuge tube.

0.  Keep  the tube  on crushed  Ice  until  the  excystatlon  assay  1s
    performed (see Section  111, C) on  the disinfectant exposed cysts
    and on an unex posed  control preparation obtained  from  -the stock
    cyst suspension.

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                                                                      12
V.  PROCEDURE FOR DETERMINING IHACTIVATIQI

    *•  Siafdia murls Excystation Quantitatlon  Procedure

        The percentage excystation 1s calculated  using the following for-
        mula:

                 5 excystatlon  « __ .ECW * >ET.-  *  100,
                                  ECW + PET + 1C

    where        ICM 1s the number of empty cyst  walls,

                 PET 1s the number of partially excysted  trophozoites, and

                 1C is'the number of intact cysts.

        An ECU 1s defined  as a cyst wall which is open at one end and 1s
        completely devoid  of  a  trophozoite.  A  PET is a  cyst  which has
        started the excystation  process and progressed to  the point where
        the trophozoite has  either  started  to emerge  or has completely
        emerged and  is  still attached to  the cyst wall.   An   1C  1s a
        trophozoite which   1s  completely  surrounded  with  a cyst  wall
        showing no evidence of emergence.  For  the  control,  generally 100
        forms are counted  to determine the percent  excystation.

        The number of  cysts that must  be  observed and classified (ECW,
        PET, 1C) 1n the disinfected  sample 1s  dependent on the level of
        inactivation desired and  on  the excystation percentage  obtained
        in the control,

             For 0.5, 1 and 2 logiQ  reductions, (58S, 90S  and 995  inacti-
             vation, respectively*,   the  minimum  number  of cysts  to  be
             observed and  classified  is determined  by dividing 100 by the
             percentage excystation  (expressed  as a decimal) obtained in*
             the control.

             For a  3  log^g  reduction  (99.9X  inactivation)  the minimum
             number of cysts to  be observed  and  classified  1s determined
             by dividing 1,000  by  the percentage excystation (expressed
             as a decimal)  obtained  in the control.

    B.   Determining Inactivation

        The amount of Inactivation 1s determined by  comparing  the  percent-
        age excystation of the exposed cyst preparation  to the percentage
        excystation 1n  the control preparation using the  following for-
        mula:

    %  inactivation « 100S - [(exposed S excysted/control  » excysted)  x 100]

        If the percentage  excystation in  the exposed preparation  1s zero,
        I.e.,  only 1C  (no  ECW  or PET)  are observed  and counted, use <1 as
        the value for "exposed % excysted"  in the formula  for.calculating
        %  inactivitlon.

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                                                                       13
VI.  BIBLIOGRAPHY

     American Public. Health  Association; American Water Works Association;
     Water Polutlon  Control  Federation.  Standard Methods for the Examlna-
     1 1 on of Hater and  Wastewa ter ,  16th el.  (1985).

     Belosevlc,  H, I S,M.  Faubert.  Glardla  murls:   correction between
     oral  dosage, course  of  Infection, and. trophozolte distribution 1n the
     mouse small  Intestine.   Exp. Parasltol.,  56:93 (1983).  •

     Erlandsen,  L.S.  and  E.A.   Meyer.   G1ard1a  and   G1ard1as1s.   Plenum
     Press, Mew  York, (1984).

     Faubert, G.M. et  al.   Comparative  studies on the  pattern  of Infec-
     tion with Glardla  spp.  1n  Mongolian  gerblls.   J. Parasltol., 69:802
     (1983).

     Feely, D.E.   A  slmpllfed method for  In vitro  excystatlon  of Slardla
     murls.   J.  Parasltol.,  72:474-475
     Feely,  D.I.   Induction  of excystatlon of 61ard1a murls by CQj?.  62nd
     Annual  Meeting  of the  American  Society of Parasitologists, Clncoln,
     Nebraska, Abstract No.  91  (1987).       .  ,

     Gonzalez-Castro,  J.,  Bermejo-Vlcedo, H.T.  and  Palados-Sonzalez,  F.
     Desenqulstamlento y cultlvo de Glardla  murls.  Rev. Iber. Parasltol.,
     46:21-25 (1986).

     Melvln, C.M.  and  H.M. Brooke. Laboratory  Procedures for the Diagnosis
     of  Intestinal Parasites.   3rd ed.,  HHS  Publication No.  (CDC) 82-8282
     (1982).                                             -   .

     M1ale,  J.B,   Laboratory Medicine Hematology,  3rd ed.  C,  V.   Mosby
     Company, St.  Louis, Missouri (1967).

     Roberts-Thomson,  I.C.  et  al.,   61ard1as1s  In the  mouse:  an  animal
     model.  Gastroenterol., 71:57 (1976).

     Sauch,  J.F.   Purification of 61ard1a  murls cysts by  velocity sedi-
     mentation.  Appl, Environ. MlcrobloU,  48:454 (1984). "

     Sauch,  J.F.   A new method for  excystatlon of  Glardla.  Advances  1n
     Glardla Research.  University of Calgary, Calgary, Canada (In Press).

     Schaefer, III,  P.M.,  R1ce,  E.M.,  &  Hoff, J.C.   Factors  promoting
     In  vitro excystatlon  of Glardla  rourls cysts.   Trans,  Roy. Soc. Trop.
            ., 78:795 (1984).

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VII.  TECHNICAL CONTACTS;

      A.  Eugene U.  Rice
          Microbiological  Treatment Branch
          Risk Reduction Engineering Laboratory
          U.S. Environmental  Protection Agency
          26 West Martin Luther King Drive
          Cincinnati, Ohio  41268

          Phone: (513) 569-7233

      B.  Frank U. Schaefer,  III
          Parasltology and Immunology Branch
          Environmental  Monitoring Systems Laboratory
          U.S. Environmental  Protection Agency
          26 West Martin Luther King Drive
          Cincinnati, Ohio 45268

          Phone: (513) 569-7222

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                                                                       15
                  Appendix A:  Use of the Hemocytometer

Suspension Density Determination Using the Improved fleubauer (Bright-line)
Hemocytometer

     The hemocytometer consists of two chambers separated by • transverse
trench and  bordered  bilaterally by longitudinal trenches.   Etch  chamber
1s ruled  and consists  of nine  squares, each 1  x 1  x 0.1 mm  with  a
volume of 0.1 mm3.   Each  square  mm Is  bordered  by a  triple line.   The
center line  of  the  three  1s  the  boundary line  of  the  square.   (See
Figure 1).

     According to the U. S.  Bureau  of  Standards1  requirements,  the  cover
glass must  be  free of  visible defects  and must  be  optically plane  on
both sides  within  plus  or ulnus  0.002  mm.   ONLY HEHOCYTOMETER  COVER
GLASSES HAY BE USED.  ORDINARY COVER GLASSES AHD SCRATCHED HEHOtYf6HgfEftS
ARE UNACCEPTABLE, as they introduce errors Into the volume relationships.

     The suspension to be  counted must  be evenly  distributed and  free of
large debris, so that the  chamber  floods properly.  The suspension  to be
counted should contain  0.01* Tween  20 solution to prevent S1ard1a  cysts
from sticking and causing  Improper  hemocytometer  chamber flooding.   Cyst
suspensions should be  adjusted  so that .there are a  total  of  60 to 100 cysts
1n the four  corner  counting squares.   Counts  are statistically accurate
1n this range.   If the suspension 1s too numerous to be counted, then 1t
must be diluted sufficiently to bring It Into this range.  In some cases,
the suspension will  be too dilute after concentration to give a statisti-
cally reliable count 1n the 60-100 cyst range.  There 1s nothing that can
be done about this situation other than to record the result as  question-
able.

     To use the hemocytometer:

     1.  Dilute or concentrate the suspension as required.

     2.  Apply a clean  cover  glass  to the  hemocytotneter  and load  the
         hemocytometer chamber  with 8-10 ul  of vortexed  suspension  per
         chamber.  If  this  operation  has  been  properly  executed,  the
         liquid should amply fill the  entire chamber without bubbles or
         overflowing Into the surrounding moats.  Repeat this step with a
         clean, dry hemocytometer  and  cover  glass,  1f  loading has  been
         Incorrectly done.   See  step  (12)   below  for  the hemocytometer
         cleaning procedure.

     3.  Do not  attempt to adjust the cover  glass, apply clips,  or 1n any
         way disturb the  chamber after  It  has  been filled.   Allow  the
         G1ard1a  cysts to  settle 30  to 60  seconds before  starting  the
         count.

     4.  The G1ard1a cysts may  be counted using a  magnification  200-600X.

     5.  Move, the chamber  so the ruled  area 1s  centered  underneath  1t.

     6.  Then, locate  the objective  close to the cover glass wh|lf watch-
         Ing ft   from  the  side  of  rather  than  tnrougn the  microscope.

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                                                                   16
 7.  Focus  yp  from  the  coversllp  yntfl  the  hemocytometer  ruling
     appears.

 8.  At each  of the  four corners of the chamber Is a 1 mm* divided
     Into 18  squares 1n  which 61ard1a  cysts  are to be counted  (see  '
     Figure 1),  Beginning  with  the top row  of four squares, count
     rflth a hand tally counter 1n the directions Indicated In  Figure
     2.  Avoid  counting  Slardla  cysts  twice  by counting only those
     touching the top and left boundary  lines and none of those  touch-
     Ing the lower and  right boundary lines.   Count each square mm  In  •
     this fashion.

 9.  The formula for determining  the number  of Glardla cysts per ral
     suspension 1s:                                                 .

        I of cysts counted  x  10   x dilution factor  „  1,000 nan^   m
        I of sq. mm counted    1 ram       ] '   l          1 mV

                                 I cysts/ml

10.  Record  the result  on  a  data   sheet  slillar  to that  shown  In
     Figure 3.

11,  A total  of six different hemocytometer chambers .nust be loaded,
     counted, and then  averaged  for  each G1ard1a cyst suspension  to
     achieve optimal  counting accuracy.

12.  After each use, the hemocytometer  and covers!1p must be cleaned
     Immediately to prevent the  cysts and  debris from drying on 1t.
     Since this apparatus Is precisely  machined, abrasives cannot  be
     used to clean It  as they will  disturb  the flooding and volume
     relationships.

     a.  Rinse  the hemocytometer  and  cover  glass  first  with  tap
         water, then  7OX ethanol, and finally  with  acetone.

     b.  Dry  and  polish the  hemocytometer  chamber and  cover glass
         with lens paper.  Store  It 1n a secure  place.

13.  A number of factors are known to Introduce  errors  Into hemocyto-
     roeter counts.  These Include:

     a.  Inadequate suspension mixing  before  flooding  the  chamber.

     b.  Irregular filling   of  the  chamber,  trapped air  bubbles,
         dust, or oil on the chamber or  coversllp.

     c.  Chamber coversllp not flat.

     d.  Inaccurately ruled  chamber.

     e.  The  enumeration  procedure.  Too  many  or too  few Slardla
         cysts per square, skipping or recounting some Glardji cysts.

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                                                              17
f.  Total  number  of  Slardla  cysts  eounttd  Is  too  low  to
    give statistical confidence In result.

g.  Error in rtcordlng tally,

h,1 Calculation  trrorj  failure  to   consider  dilution  factor,
    or area counted.

1.  Inadequate cleaning  and removal  of cysts  frdn  the previous
    count.

j.  Allowing filled chamber to sit too long so that chamber sus-
    pension dries and concentrates.

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                                                                   18
                          I/I MM.
                                                        • 0.1 MM.
   Figure 1.   Hernocytometer platform ruling.   Squares  1, 2,  3, and 4 are
              used to count 61ard1a cysts.   (From M1ale, 1967)
Figure 2.   Manner of counting G1ard1a  cysts  1n 1  square mm.  Dark cysts
           are counted  and light cysts  are  omitted.   (After M1ale, 1967)
                                                                         00

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                                                                 19
Oati




















Nrion
Counting




















Count
1
1
2
3
4
s
6
7
S
9
10
11
12
13
14
15
16
17
18
19
20
f Clllt
Counttd




















lii*2
Counted




















Dilution
Fictor
















,



cap-




















••urkt
-















•

•

cysts/ml  . I of cysts counted  x
           f of sq. mm counted
10
dilution factor . 1.000'mm3
                          T mi
       Figure 3.  Hemocytometer Data Sheet for G1ard1a Cysts

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    Appendix B.   Preparation  and Loading  of Excystatlon  Chamber  Slides

1.  Using tape which Is sticky on both sides, cut strips approximately 12
    x 3 wit

2.  Apply a  strip of  the  tape to one  side  of a  22 x 22 mm  coversl-lp.

3.  Apply a  second  strip of  tape  to the opposite edge but same  side of
    the covers! 1p.

4.  Handling the covers! 1p by the edges only, attach the coverslip to the
    center of a 3x1  Inch glass  slide by placing  the  taped sides  of the
    coversllp down along the long edge of the glass slide.

5.  Hake sure the covers!1p  Is  securely attached  to  the  slide  by lightly
    pressing down on the edges of the  coversllp  with your fingers.   Care
    should be taken to keep finger prints off the center of the coversllp.

6.  To load  the  chamber  slide, place  a  Pasteur  or  m1crol1ter  pipette
    containing at least 0.2 ml of the  Glardla cyst suspension  about  2 m
    from an untaped edge of the coversllp.Slowly allow the cyst suspen-
    sion to  flow  toward the  coversllp.   As  It touches the coversllp H
    will  be wicked or drawn rapidly under the  coversllp  by adhesive forces.
    Only expell   enough of  the cyst  suspension to  completely  fill  the
    chamber formed by the tape, slide, and coversllp.

7.  Wipe away any excess cyst suspension which 1s not under the coversllp
    with an  absorbant   paper  towel,   but  be  careful  not  to  pull  cyst
    suspension from under the coversllp.

8;  Seal  all  sides of the coversllp with vaspar to prevent the  slide from
    drying out during the Incubation.
                   Figure 1.   Excystatlon Chamber Slide

    NOTE:   Prepared excystatlon chamber slides  may be  commercially avail-
           able from Spiral  Systems, Inc., 6740  dough P1ket  Cincinnati,
           Ohio  45244,  (513)  231-1211  or 232-3122, or from other sources.

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                  APPErnix 6-2
DETERMINING CHLORAMIHE INACTIVATION OF VIRUS

      FOR THE SURFACE MATER TREATMENT RULE
        Microbiological Treatment Branch
     Risk Reduction Engineering Laboratory

                      and

       Parasltology and Immunology Branch
  Environmental Monitoring Systems Laboratory
      U.S. Environmental Protection Agency  .
        26 West Martin Luther King Drive
            Cincinnati, Ohio  45268
                                                    18/01/30

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                              TABLE OF CONTENTS

  I.  Materials	3
 II.  Reagents and Media	,.	I....4
HI.  MS2 Bacterlophage Assay.	.........6
 IV.  Disinfection Procedure........	......................8
  V.  Procedure for Determining Inact1vat1on	...............,..9
 VI.  Bibliography	10
VII.  Technical Contacts	............11

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     The Surface Water Treatment Rule requires 99.99$ or greater removal/
1nactivat1on  of viruses.  The  following protocol nay be used to determine
the percentage  of  virus  1nact1vat1on obtained by a treatment plant using
chloramlne disinfection,

I.  MATERIALS                                                     '.

    A.   Materials  for Disinfection

         1,   Stock chlorine solution
         2.   Stock ammonia solution
         3.   Stirring device
         4.   Incubator or water bath  for less than  ambient temperature
         5.   Hater from treatment plant
         6,   MS2 bacterlophage
         7.   Assorted glassware
         8,   Assorted pipettes
         9.   Aqueous, sterile sodium thlosulfite solution
        10.   Refrigerator
        11.   Vortex mixer
        12.   Timer

    B.   HateHals  for MS2 Assay

         1.   HS2 bacterlophage and Us EscheHchla coll host
         2.   Assorted glassware
         3.   Assorted pipettes
         4.   Incubator, 37°C
         5,   Refrigerator
         6.   Petrl dishes, 100 x 15 mm, sterile
         7.   Vortex mixer
         8,   Water bath, 45°C
         9,   Sterile rubber spatula
        10.   EDTA, dlsodlum salt
        11.   Lysoiyrae, crystallized from egg white
        12.   Centrifuge with swinging bucket rotor

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II.   REAGENTS AND  MEDIA

     A.   Tryptone- Yeast  Extract  (TYE)  Broth

               Ingredient   _ Amount
               Bacto  tryptone                               10. 0 §
               Yeast  extract                                 1,0 §
               Glucose                                       1.0 g
               NaCl                                          8.0 g
               1.0 H  CaCIa                                   2.0 
 rfr
Agar                         .  •              1S.O g
              The agar  should be added to  the  broth prior to steriliza-
              tion.  The  medium  should be  sterilized by autoclavlng for
              15 fflinutts  at  121°C.   This  medium 1s used to prepare slant
              tubes for  maintenance  of  bacterial  stock  cultures.   The
              prepared slant  tubes  should be  stored at approximately 48C.

    C.  Bottom Agar for Bactertophage Assay

              •Ingredient	\	Amount
              Bacto tryptone:• 10.0 g
              Agar                                         15,0 g
              NaCl             •                '             2.5 g
              KC1                '         •                  2.5 g
              1.0 M CaClg                                   1.0 ml

              Dissolve the  Ingredients  in distilled water  to   a  total
              volume of  1 liter.   The medium   should  be sterilized  by
              iutoclavlng for 15 minutes at 121*C.  After autoclavlng and
              cooling, store  at  4°C.   Immediately prior  to  use, liquefy
              the medium  by  heating.  Add approximately  15 ml  of lique-
              fied agar Into  each  Petri dish.  This  bottom  layer serves
              as an anchoring substrate for the top agar layer.

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D.  Top Agar for Bacterlophage Assay

          Ingredient                                    Amount
          Bacto tryptone10.0  g
          Agar         .                                8.0  g
          Had         •                                8.0  g   .
          Yeast extract                                 1.0  g
          Glucose                                       1.0  g
          1.0 M CaCl2                                   1.0  ml

          Dissolve the  Ingredients   1n  distilled  water to  a  total
          volume of 1  liter.   This  medium  should  be  sterilized by
          autoclavlng 15 minutes at  121*0.   After cooling/ store at
          48C until  needed  1n  bacterlophage  assays.   Immediately
          prior to. use 1n  assays, liquefy the medium  by heating and
          then cool  to  and  maintain  at  a  temperature   of   45°C.

E.  Salt Diluent for Bacterlophage  Assay

          Ingredient                                    Amount
                                                        8.5g
          1.0 H CaCl2                                   2.0 ml

          Dissolve 1n distilled water  to  a total volume of  1  11'ter.
          This diluent  should  be  sterilized  either by  autoclavlng
          for 15 minutes  at 121eC  or  filtration through  a 0.22  jm
          porosity membrane.  Store at room temperature.

F.  CaClgt 1.0 M

          Ingredient                                   Amount
ingri
lacT"
                                                       11.1 g
          Dissolve 1n distilled water  to a total  volume  of 100  ml.
          Autoclave 15  minutes  at  121°C  or  filter  sterilize  the
          solution through  a  0,22  urn  porosity  membrane.   Store  at
          room temperature.

G.  Sodium Thlosulfate, If

          Ingredient                           	Amount
          Sodium thlosulfate                            1.0 g

          Dissolve the  sodium thlosulfate  In 50 ml distilled  water.
          Adjust the  volume  to   100  ml  with  additional   distilled
          water.  Filter  sterilize  the  solution through  a 0.22  ym
          porosity membrane or autoclave 15  minutes  at 1218C.   Store
          at room temperature.

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In<   HS2  BACTERIOPHA6E ASSAY

      A.   Microorganisms

          1.  MS2  bacterlophage:   catalog  number 15597-81,  American  Type
             Culture Collection, 12301 Parklawn Drive, Rockvllle, HD -20352

          2.  Bacterial  host:   Escherlchla  coll.  catalog  number  15597,
             Ajnerlcan Type Culture Collection.

      8.   Growth and Maintenance of Microorganisms

          1.  Preparation of bacterial host stock cultures

             Inoculate host  bacteria onto TYE agar  slant  tubes.  Incubate
             24 hours at 37BC to allow bacterial growth, and then refriger-
             ate at  4°C.   At  monthly  Intervals the  cultured  bacterial
             hosts should be transferred to a new TYE agar slant.

         2.  Preparation of bacterlophage stock suspension

             Melt top agar and  maintain at 45°C.  Add  3  ml  of the agar to
             a 13 x  100 mm test tube contained 1n a rack  1n  a 45°C water
             bath.  Add 0.5  to  1.0  ml  'of  the  bacterlophage  suspension
             diluted so that  the host  bacterial  "lawn*  will  show  nearly
             complete lysis after overnight Incubation.  Add 0.1 to 0.2 ml
             of a TYE  broth  culture  of the  host bacteria that  has  been
             Incubated overnight.  Mix gently and pour the contents on the
             surface of bottom  agar  contained 1n a  Petrl  dish  that  has-
             been prepared previously.   Rock  the  Petrl dish to spread the
             added material  evenly  over the agar surface.  After  the  top
             agar solidifies   (about   II  minutes),  Invert  the  Petrl  dish
             and Incubate overnight  at 37'C.  Repeat  the  above procedure
             so that a minimum  of  5  but no more  than  10 Petrl dishes  are
             prepared.

             Following this Incubation and using a sterile rubber spatula,
             gently scrape the  top  and  bottom agar  layers Into a  large
             beaker.  Add  to  this  pool  of agar  layers  an amount of  TYE
             broth sufficient to yield  a total volume of 80 ml.   To  this
             mixture add 0.4  g  of EOTA  (d1sodium  salt) and  0.052  g  of
             lysozyme (crystallized from egg white).  Incubate this mixture
             at room temperature for 2 hours with continuous mixing.   Then
             centrifuge the mixture for 15  minutes at 3,000 x g.  Carefully
             remove the upper fluid layer.  This fluid layer constitutes a
             viral stock  suspension   for  use  1n subsequent  testing  and
             assays.  The   viral   stock  suspension  may  be  divided  Into
             allquots and  stored either frozen or at 4°C.

     C.  Performance of Sacterlophage Assay

         A two-week supply of Petrl  dishes may be poured with  bottom  agar
         ahead  of time and refrigerated  inverted  at 4°C.  If  stored  in  a
         refrigerator,  allow  agar plates  to equilibrate to room temperature

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 before use.   Eighteen hours  prior  to beginning  •  bacterlophage
 assay, prepare a bacterial host suspension by Inoculating 5 ml  of
 TYE broth  with  a small amount of bacteria  taken  directly from a
 slant tube culture.   Incubate the broth containing this bacterial
 Inoculum overnight  (approximately  18 hours) at  37°C  Immediately
 prior to  use 1n bacterlophage  assays as described  below.  This
 type of broth culture should be prepared freshly for each'day's
 bacterlophage assays.   If necessary, a volume greater  than 5  ml
 can be prepared  1n  a  similar manner.

 On the day of assay,  melt a sufficient  amount  of top  agar and
 .Tialntain at  45°C 1n a  water bath.  Place test tubes (13 x 100 mm)
 1n a rack  1n the same  water bath and allow to warm, then*add 3  ml
 of top agar   to  each  tube.  Inoculate the  test  tubes containing
 top agar  with the  bacterlophage  samples  (0.5 to 1.0 ml  of the
 sample/tube)  plus 0.1  to  0.2 ml of  the overnight bacterial host
 suspension.   Dilute the  bacterlophage samples from 10*1 to 10**
 1n salt diluent  prior to   Inoculation and assay  each  dilution  1n
 triplicate.   In  addition, assay the  uninoculated salt diluent  as
 a negative control.   Agitate  the test tubes containing top agar,
 bacterlophage inoculuu, and bacterial host suspension gently on a
 vortex mixer,  and   pour  the  contents of  each  onto  a  hardened
 bottom agar  layer   contained  in  an  appropriately  numbered dish.
 Quickly rock the Petrl dishes to spread the  added material evenly,
 and place  on a  flat  surface  at room temperature  while the agar
 present in the  added  material  solidifies  (approximately 15 min-
 utes).  Invert and  incubate the  dishes at 3?eC overnight (approxi-
mately 13  hours).   The   focal  areas  of  viral   infection  which
develop during this incubation are  referred to  as "plaques" and,
 if possible, should  be enumerated immedlatly after the incubation.
 If necessary, the incubated  Petrl  dishes  can  be refrigerated  at
49C overnight prior to plaque enumeration.   As  a  general  rule,
count only those plates that contain  between  20  and 200 plaques.

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IV.   DISINFECTION  PROCEDURE

     A.   The  treatment  plant water to  be  used  should  be  the  water  Influent
         Into the  chloramlne disinfection unit process  used  1n  the  plant.
         If chloramlne  disinfection 1s performed  at more than one  point  In
         the  treatment  process, e.g. preflltratlon and postfiltration, the
         procedure should simulate as  closely  as  possible actual treatment
         practice.

     8.   Prepare stock ammonia  and  chlorine solutions to be added  to the
         treatment plant Mater  to  achieve the same stoichlometric relation-
         ship between  chlorine and  ammonia  that Is used   in  the   water
         treatment plant.  These  solutions  should be concentrated  enough
         so that no more than  2 ml  of each solution Mill be added  to the
         treatment plant water being disinfected.

     C.   Determine the  contact  time by the methods described in the Surface
         Water Treatment  Rule  and/or  the associated   Guidance  Manual.

     0,   Rinse two 600  ml beakers  with treatment  plant water to  remove any
         extraneous material that  may cause disinfectant demand.  Then add.
         400ml  treatraent  plant  water to  the beaker.   The  first  beaker
         will be  seeded  with HS2  before the  contents  are  chloraminated.
         The  second beaker  will  be an indigenous virus control  and will
         be chloraminated without  addition  of  extraneous phage.

     £.   Mix  the contents of the beaker short  of  producing a vortex  in the
         center and  continue  until   the   conclusion  of  the  experiment.

     F,   Equilibrate the 600 ml beakers  and their contents  as well  as the
         disinfectant reagents  to the desired   experimental  temperature.

     6.   Dilute the stock MS2 bacteriophagt so that  the  bacteriophage con-
         centration 1s  I to 5 x 108 PFU/ml. .

     H.   Add  1.0 ml  of  the  diluted MS2 bacteriophage to  the contents  of the
         first 600 ml beaker.

     I.   Remove a  10 ml sample from the contents  of  the  first beaker after
         2 minutes of  nixing.   Assay the MS2  bacteriophage  concentration
         in this sample  within  4  hours and record the  results  as PFU/ml.
         This value is  the initial MS2 concentration.

     J.   Remove a  10 ml  sample  from  the  contents   of  the  second  beaker
         after 2 minutes  of mixing.   Assay the  indigenous  bacteriophage
         concentration  in this  sample  within  4 hours  fat  the same time  as
         you  assay  the  sample  from  the  first   beaker)  and  record the
         results as PFU/ml.  This- value is  the initial unseeded  concentra-
         tion.

     K.  . Add  the  disinfectant  reagents  to  the   contents  of  both beakers
         using the same  sequence, time, and concentrations  as are used  in
         the  actual  treatment plant operations.

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    L.  Just prior to the end of the contact time, remove a volume of sam-
        ple adequate for determination  of the  disinfectant  residual  con-
        centration from  both  beakers.    Use  Methods  prescribed  1n  the
        Surface Mater Treatment  Rule for  the  determination of  combined
        chlorine.  This  residual  should  be  the   same  (±20f)   as   the
        residual present In the treatment plant operation*

    H. 'At the  end  of  the  exposure time, remove a  10 ml sample  from the
        first 600 nil beaker  and  neutralize with 0.25 ml  of 1.01  aqueous*
        sterile sodium  thlosulfate.  Assay for  the  HS2   bacterlophage
        survivors and record  the results  as PFU/ml.   This value 1s the
        exposed MS2 concentration.

    N.  At the  end  of  the  exposure time, remove a  10 ml sample  from the
        second 600 ml beaker and neutralize with 0.25 ml of 1.01  aqueous,
        sterile sodium thlosulfate.   Assay for the Indigenous  bacterlo-
        phage survivors and  record  the  results as  PFU/ml,   This  value 1s
        the exposed unseeded concentration.

V.  PROCEDURE FOR DETERMINING IHACTIVATION

    A.  Calculation of Percentage Inact1vat1on

        Use the following  formula to calculate the percent 1nact1vat1on
        of HS2:

        1.  1  1nact1vat1on  «  1001  - [(exposed  HS2/1n1t1al  MS2) x  100]

        Using values from Section IV steps  I, J, H and N calculate Initial
        MS2 and exposed HS2 as follows:

        2.  Initial  MS2 (PFU/ml)  - I - J.

        3.  Exposed HS2 (PFU/ml)  • H - N.                "   .

        If the number of PFU/ml  In exposed MS2 Is  zero, I.e.,  no plaques
        are produced after assay of undiluted and diluted samples, use <1
        PFU/ml as the value 1n the above formula.
8.   Comparison of  Percentage Inact1vat1on  to
                                                         of  Inactlvatlon
        681 1nact1vat1on 1s equivalent to 0.5 logjg 1nact1vat1on
        901 1nact1vat1on 1s equivalent to 1 logio 1nact1vat1on
        991 1nact1vat1on 1s equivalent to 2 logjQ Inactlvatlon
       , 99.91 Inactlvatlon Is equivalent to 3 logjp Inactlvatlon

-------
                                                                       10
VI.  BIBLIOGRAPHY.

     Adams,  M.H.  Bacteriophages. Intersdence Publishers, New York (1959).

     American  Public  Health  Association;  American Water Works Association;
     Water Pollution  Control  Federation.  Standard Methods for the Examina-
     tion of Mater  and  Wastewater.  Uth ed.  U985).

     Srabow, W.O.K. et al.  Inact1vat1on of hepatUus  A virus*.other enter-
     ic viruses and Indicator organisms  1n  water by chlorlnatlon.  Water
     3d. Techno!., 17:657  (1985)

     Jacangelo, J.O.; Ql1v1er1t  V.P.;  & Kawata, K.  Mechanism of Inactlva-
     tlon of microorganisms  by  combined  chlorine.   AWWARF Sept., Denver*
     CO (1987).

     Safe Drinking  Hater Committee.   The disinfection  of drinking water.
     In:  Drinking  Water and  Health,  National Academy  Press,  Washington,
     D.C., 2:5 (1980).

     Shah, P.  & McCamlsh, J.  Relative resistance  of pollovlrus 1 and coll-
     phages  *2 ind  T2 in ««ter.   Appl. MlcrobloU 24-.6S8 (1S72).

     U.S. Environmental  Protection  Agency,   Guidance Manual for Compliance
     with the   Filtration and  Disinfection Requirements for Public  Water
     Systems Using  Surface Water  Sources.   Appendix  6.   U.S.  EPA, Office
     of Water, Criteria and  Standards  Division,  Washington!  D.C. {1988}.

     Ward, N.R.;  Wolfe,  R.L.;  S  Olson,  S.H,  Effect of  pH,  application
     technique, and chlorine-to-n1trogen  ratio on disinfectant activity of
     Inorganic chloramlnes  with  pure  culture  bacteria.   Appl.  Environ.
     H1crob1oU,  48:508  (1984).

-------
                                                                        11
VII.  TECHNICAL  CONTACTS;

      A.  Donald Be man
          Microbiological  Treatment Branch
          Risk Reduction Engineering Laboratory
          U.S. Environmental  9rotect1on Agency
          26 West Martin Luther King Drive
          Cincinnati, Ohio  45268

          Phone: (513) 569-7235

      3.  Chrlston J. Hurst
          Microbiological  Treatment Branch
          Risk Reduction Engineering Laboratory
          U.S. Environmental  Protection Agency
          26 West Martin Luther King Drive
          Cincinnati, Ohio  45263

          Phone:  (513) 569-7331

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              6.3 DETERMINING CHLORINE DIOXIDE  MOTIVATION
                     OF GIARDIA CYSTS AND VIRUS
Siardia Cvsts

      The basis for the  chlorine  dioxide  CT  values for Glardia cysts  in
the Guidance Manual is given in Appendix F.I.2.  The  CT values are based
on data collected mainly  at pH  7. Very little data was available at other
pHs.  A review of data fron Hoff  (1986)  Indicates that the disinfection
efficiency  of  chlorine   dioxide   for bacteria  and  viruses*  increases
approximately 2 to 3 fold as pH increases  fron  7 to 9.  Data on which the
CT values  in the SWTR are  based  indicate that at 25 C,  fi,  nuris  cyst
inactivation CTs  were  approximately  2 fold higher at pH 7 than at  pH 9
(Leahy, 1985).  In addition,  the data also indicate that chlorine dioxide
efficiency increases as  disinfectant concentration increases within the
range studied.
      Secause the data on effects of chlorine  dioxide concentration and
water pH on Giardia cyst  inactivation efficiency were very limited,  they
were not considered in  calculating the Giardia  cyst CT values  in Appendix
E.  However, the  data  suggest  that site  specific  conditions, i.e. water
pH  and disinfectant  concentration,  can  have significant  effects  on
chlorine dioxide  effectiveness.   Therefore,  the option of allowing the
Primacy Agency  to consider  the  use of   lower CT  values by individual
systems has been provided.
      This  approval  should  be based on  acceptable experimental  data
provided by the system.  The data should be collected using the protocol
provided in  Appendix  6-1 for  determining Siardia cyst  Inactivation  by
chloramine with appropriate changes in Section  IV A,,8, I and J to reflect
the use of chlorine dioxide rather than chloramines.   This procedure can
be used for any disinfectant which can be  prepared in an aqueous solution
and is stable  over the course of the testing.  To  do  this, chloramine
should be replaced with the test disinfectant in the above noted sections.
                                 6.3 - I

-------
      The basis for the chlorine dioxide CT values for virus in Appendix
F.2.2 consists of limited data from Sobsey  (1988).  Because the pH 9 data
available were very limited,  the CT values are based on the pH 6 data with
a safety  factor  of 2 applied.  As  Indicated  previously, review'of data
fron  a number of  studies  (Hoff,  1986)  shows  that chlorine  dioxide
efficiency increases 2 to 3 fold as pH increases from 7 to 9.
      Because the virus CT values  for chlorine dioxide are very conserva-
tive and most systems operate at water pHs  higher than those on which the
CT values are based,  the option of allowing the Primacy Agency to consider
the use of lower CT values has been provided.
      This  approval  should  be based  on  acceptable experimental  -data
provided by the system.  The data should be collected using the protocol
provided in Appendix 6.2 with  appropriate  changes in Sections  I A,l and
2 and IV A, 8, D, K, and L to reflect the use of chlorine dioxide rather
                           *
than ehloramines.  This procedure can be used for any disinfectant which
can be prepared  in an  aqueous  solution  and is stable over  the course of
the testing.   To do this, chloramine  should be replaced with  the test
disinfectant in the above noted sections.
 REFERENCES
 Hoff, J.C.  Inactivation of Microblal Agents  Sy  Chemical  Disinfectant's,
 EPA/600/52-86/067, U.S. Environmental Protection Agency, Water Engineering
 Research Laboratory, Cincinnati, Ohio, September, 1986.
 Leahy, J.6. Inactivation of Siardia  Muris  Cysts  by Chlorine and Chlorine
 Dioxide.  Thesis, Department of Civil Engineering, Ohio State University,
 1985.
 Sobsey, M.O. Detection  and Chlorine  Disinfection  of Hepatitis A Virus in
 Water,  CR813Q24, EPA Quarterly Report, Dec. 1988.
                                 a.3 - 2

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       6.4 DETERWNG OZONE INACTIVATION OF 6IARDIA CYSTS AND VIRUS

G.4.1  BACKGROUND

      The  basis  for the  ozone CT  values are given In Appendices  F.I.2
(Giardia cysts) and F.2.4 (Virus).  As indicated, both sets of CT values
are based on United data and because  of  this, the values established are
conservative and employ large safety factors.  In  addition, the difference
between the way the laboratory experiments used to develop the CT values
and  how  ozone is  .used  in  water treatment  presents a  problem  with
translating the data for field use.  The laboratory studies were conducted
using  steady state  ozone concentrations with  ozone continually  added
during the contact period. In contrast, steady state ozone concentrations
are  not maintained  in  field use.   Also,  the  effectiveness of  ozone
contactors used in  field applications may vary from  each  other and from
the nixing efficiencies  applied in the  laboratory experiments  used to
establish the CT values.
      The net effect of all  of these  differences 1s  to limit  the appli-
cability of the CT  values in the SWTR and Guidance Manual  to  individual
systems.  Therefore, the option of allowing the Primacy Agency to consider
the use of lower CT values by individual  systems has  been provided.
      This  approval should  be based on acceptable experimental  data
provided by the system.   In general, the procedures provided in Appendix
G.I  for determining  Giardia  cyst inactivation  and  Appendix G.2  for
determining virus inactivation can be used.   However, unlike chloramines
ozone is not a stable disinfectant.  Because  of ozone's rapid dissipation,
a pilot study must be used in lieu  of  the batch system to demonstrate the
disinfection efficiency.  General  considerations  for conducting  pilot
studies to demonstrate the disinfection ability of  ozone or  any  other
unstable disinfectant are enumerated below.

6.4.2  GENERAL CONSIDERATIONS FOR PILOT TEST
        A.  All microorganisms, reagents  and  media are prepared as  in-
            dicated in sections G.I for Giardja and G.2 tor virus.

                                 G.4-1

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        8.   The disinfectant should be prepared, measured and added to the
             test  water as  it  Mould be  added  to the water  at  the water
             treatment plant.                                        '   .

        C.   Specific  reactor design should be  a function of the disinfec-
             tant  and  reflect how the .disinfectant  is  tdded at  the water
             treatment plant.   Provisions should  be  Bade  to  determine
             concentration of disinfectant and microbial Survival  to be
             Measured  with contact tine..
      An example of conducting a pilot test for a plug flow reactor using

ozone or another unstable disinfectant is provided below.


      Example - Plug  FlowReactor ProtofioJ

      The size of the plug flow reactor can be approximated from the table

below.  Glass, stainless  steel,  copper,  plastic tubing or other material

compatible with the  disinfectant can be  used to  construct  the plug flow

reactor.  Table  1  shows  the  approximate length of pipe  for a* plug flow

reactor to  yield  10  minutes contact  at flow rates  between 50  and 500

nl/nin.  Depending on pipe size and material  an economical reactor can be

constructed.
        TAIlE 1.  APPIOJUMATE LEN6TH AND OIAMITEI Of PIPE
                      IASCO ON FLOW
                                  LINEM PIPE-LENGTH, HETEIS
                                  NOMINAL PIPE OIWETE1. CM
FLOW
ml/mln
SO
too
100
100
400
SOO
TIKE
DIN.
10
iO
to
iO
10
10
VOllME
LITERS
0. S
1
f
}
4
S
cc
SOO
1000
1000
1000
4000
1000
OS
0.21
17.7
IS. 4 '
70.7
101. 1
141. S
17C. 1 .
1.
1
4.
1.
17.
16.
li.
44,
2
11
4
1
7
S
4
2
1.
2.
2.
. 1.
7.
It.
IS,
It.
1
S4
0
1
9
1
7 :
1 i
.




r.
i.
54 > 3.
17 1
0.
0.
1.
2.
1.
4.
11
1.40
4
1
1
1
S
4
                                                                  S.OI
                                                                  20.27
        Additional information on the design of specific pilot studies can

be found In the following references by Thompson  (1982), Montgomery .(1985),

and Al-Ani  (1985).


Additional  Materials to those in 6.1 and/or 6.2


plug  flow  reactor

cyst  suspension,  2xl07  cysts/trial
                                  6.4-2

-------
       cyst quantity - cysts are prepared as Indicated in 6.1.
       101 cysts/ml X 20,000 ml % 2x10* cysts required/trial.
HS2 stock, 2xlOl°/trial
2-20 liter (5 gal) carboy
test water pump, Rid range 200 al/min
disinfectant generator
disinfectant pump, aid range 10-20 ul/oin
disinfectant residual reagents and equipment

Test Procedure
A.     Reactor conditions
       1.    Test Hater Flow rate- 200 ml/min (this «ay vary from 10 to 500
             ml/rain with  20 1  reservoir total experimental time-  100 Bin)
       2.    Disinfectant flow
             gas-requires specific contactor designed  for disinfectant
             Liquid»10 to 20 ml/min
       3.    Temperature
             controlled
       4.    Prepare 20 liter reservoir (S gal)  of .test water at the pH and
             temperature  of the CT trial.   Do not add  microorganisms
       5.    Prepare 20  liter  reservoir  (5  gal)  of test water and equi-
             librate to the temperature of the CT  trial.  Add Siardia muris
             cysts at an initial density of 103 cysts/ml and/or MS2 bacter-
             ial virus at an initial density of  10* PFU/nl. Mix thoroughly
             and adjust pH to the pH of the CT trial.  Continuous nixing of
             the test water feed  stock  should be carried  out over the
             course of the CT trial  to  prevent the  Siardia cysts from
             settling.
B.     Disinfection Procedure  - Prior to Disinfection Trial
       1.    Determine contact time for the sample  ports  in  the plug flow
             reactor under conditions of the CT trial  by methods described
             1n the SWTR.
       2.    Determine disinfectant concentration with no microorganisms in
             the feed test water.
                                 G.4-3

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C.     CT Trial Procedure
       1.    Start test water feed without cysts and or virus  (approx. 200
             •1/nln), start disinfectant feed (gas  or liquid).
             Allow system to equilibrate.
             Monitor disinfectant residual  by appropriate method during
             this time.  Samples for disinfectant residual should be taken
             directly Into tubes or bottles containing reagents to fix the
             disinfectant at the time the sample Is  collected. * Keep a plot
             of disinfectant residual vs running time  to evaluate steady
             state conditions.
       2.    After the disinfectant residual has stabilized, switch to the
             reservoir containing the test mlcroorganlsm(s).
       3.    Allow system  to equilibrate for a time • 3  X final  contact
             time.
             example
             final contact time -10 m1n, allow 30 min.
       4.    Monitor disinfectant residual  by appropriate method during
             this  time.    If the disinfectant  residual  1s  stable begin
             chemical and biological  sampling for calculation of CT.   •
       5.    Sampling
             a.    Chemical
                   A sufficient  volume  (about 250  ml should  be collected
                   from the  sampling tap prior to the biological composite
                   to  determine:
                        pH
                        Residual disinfectant - Samples
                        should be collected directly
                        Into tubes or bottles containing
                        reagents to fix  the disinfectant
                        at the time the  sample Is  collected.
             b.    Biological
                   Samples for mlcrobial analysis  are collected as  short
                   time composite samples  over a  10 to 20  minute  time
                   period.  Several  trials may run  for  a given 20  liter
                   test water preparation as long as  sufficient equilibra-
                                  6.4-4

-------
            tion  and  flow  recovery  tines  are  allowed between.
            trials.
              -  Zero tine  samples  should  be collected as 250 ml
                 composite  samples  either  directly from the test
                 water feed reservoir or 1n line prior to the addi-
                 tion of the disinfectant.
              •  Four 250 ml samples are collected separately Into
                 a 2 1 sterile bottle containing a  neutralizing
                 agent  for  the  particular  disinfectant.   Each
                 sample 1s  thoroughly Mixed  upon collection and
                 stored at 4 C.  If Multiple sample ports are used,
                 the order of collection  should be from longest to
                 shortest contact time to Minimize flow changes due
                 to sampling.

6.    Glardia cyst recovery and  assay.
      Concentrate  the  1000 ml  composite  sample  by  filtration
      according to the  method  given 1n section  G.I.    Record and
      report the data as  described  1n  section 6.1.   The  expected
      cysts/sample Is given below:
      Cysts/sample «  4 x 250 ml  X  103 cyst/ml  - IxlO'cyst/sample.
7.    Virus Assay
      Before  filtration  for  Glardia.  remove 10.0  ml  from the
      biological  composite  sample to  a  sterile screw cap culture
      tube containing  2  to 3 drops chloroform.   Assay for MS2,
      record and  report the  virus data according to the Methods and
      procedures  described in G.2.   Be sure to correct the Glardia
      sample volume to 990 ml.
8.    Calculation of  CT                    _
      Calculate CT In a manner described In Section G.I for Glardia
      and Section G.2 for virus.  The  residual disinfectant should
      be the average  of the four residual determinations performed
      prior to the Individual samples collected for the biological
      composite and the time should  be the  time determined for. the
      sample port under similar  flow conditions.
                          G.4-5

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REFERENCES


Al-Ani,  C.S.U.,  Filtration  of  fiiardia  Cysts  and  other  substances;
Volume 3.  Rapid Rate Filtration (EPA/600/2-85/02?) 198S.

Montgomery, Janes N. Consulting Engineers Inc., Mater Treatment  PHnHp]^
and Design. John Wiley and Sons, May 1982.

Wallis, P.M., Da vies, J.S., Nuthonn, R.,Bichanin-Mapp1n, J.M.,  Roach, P.O.,
and Van  Roodeloon,  A.   Removal and Inactivation  of Slardia- Cysts  in a
Mobile Mater Treatment Plant Under  Field Conditions:  Preliminary Results.
In Advances in  fiiardia Research. P.M. Mall is and B.R. Hannand,  eds, Union
of Calgary Press, p. 137-144, 1989.

Wolfe, R.L., Stewart, M.H., Liange, S.L.,  and HcGuIre,  M.J.,  Disinfection
of Model  Indicator Organisms  in  a Drinking Mater Pilot  Plant by Using
PEROXONE, Applied Environmental Microbiology, Vol 55, 1989, pp  2230-2241.

Olivierl, V.P.  and Sykora, J.L., Field and  Evaluation of CT for Determining
the Adequacy of Disinfection.   American  Mater Works Association Hater
Quality Technology Conference.  In press,  1989.
                                 S.4-6

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              APPENDIX H

SAMPLING FREQUENCY FOR TOTAL COLIFORMS
      IN THE DISTRIBUTION SYSTEM

-------
                                   TABLE H-l

                     TOTAL COLIF0RM SAMPLING REQUIREMENTS
                             BASED UPON POPULATION
   Population
     Served
    25
 2,501
 3,301
 4,101
 4,901
 5,801
 6,701
 7,601
 8,501
12,901
17,201
21,501
25,001
33,001
41,001
50,001
to
to
to
to
to
to
to  1,000
to  2,500
    3,300
    4,100
    4,900
    5,800
    6,700
    7,600
to  8,500
to 12,900
to 17,200
to 21,500
to 25,000
to 33,000
to 41,000
to 50,000
to 59,000
                  Minimum
                   Number
                 of Samples
 1
 2
 3
 4
 5
 6
 7
 8
 9
10
IS
20
25
30
40
50
€0
                    Population
                      Served
   59,001
   70,001
   83,001
   96,001
  130,001
  220,001
  320,001
  450,001
  600,001
  780,001
  970,001
1,230,001
1,520,001
1,850,001
2,270,001
3,020,001
3,960,001
to    70,000
to    83,000
to    96,000
to   130,000
to   220,000
to   320,000
to   450,000
to   600,000
to   780,000
to   970,000
to 1,230,000
to 1,520,000
to 1,850,000
to 2,270,000
to 3,020,000
to 3,960,000
or more
 Minimum
  Number
of Samples
Per Month

    70
    80
    90
   100
   120
   150
   180
   210
   240
   270
 .  300
   330
   360
   390 •
   420
   450
   480
Motes:
     1.   Non-community systems using  all  or part surface water and community'
          systems  must monitor  total  coliform  at  this  frequency.   A  non-
          community water  system  using ground water  and serving 1,000 persons
          or fewer must monitor quarterly,  beginning 5  years after the rule's
          promulgation, although  this  can  be reduced to  yearly if a  sanitary
          survey shows no  defects.  A  non-community  water system serving  more
          than 1,000 persons during any month, or a non-community vater system
          using surface water, must monitor at the same  frequency  as  a  like-
          sized  community  public water  system  for each  month  the  system
          provides water to the public.

     2.   Unfiltered surface  water systems  must  analyze one  coliform sample
          each day the turbidity exceeds 1NTU.

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                              TABLE H-l

                TOTAL COLIFORM SAMPLING REQUIREMENTS
                  BASED UPON POPULATION (Continued)
3.   Systems collecting fewer than 5 samples per month on a regular basis
     must conduct sanitary surveys.  Community  and non-community systems
     must conduct the initial  sanitary  surveys  within 5 and  10  years  of
     promulgation, respectively.   Subsequent surveys  must be  conducted
     every 5 years, except for non-conaminity  systems  using protected and
     disinfected  ground water,  which have  up  to 10  years  to  conduct
     subsequent surveys.

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                                   TABUS H-2




                    MONITORING AND REPEAT SAMPLE FREQUENCY
System
NC
25
1,001
2,501
3,301
4,101
>4
Size
ws(1)
- 1,000
- 2,500
- 3,300
- 4,100
- 4,900
,900
• Routine
Sample*
Quarterly^23
Monthly {2}
2/mo
3 /mo
4 /mo
5/mo
Table 1
f Repeats
4
4
3
3
3
3
3
More Monitoring For
5/mo
5/mo
5/mo
5/mo
5/mo
None
None
for 1 additional mo
for 1 additional mo
for 1 additional mo
for 1 additional mo
for 1 additional mo


Notest



     1.   Hon-eosiBunity Water systems.




     2.   For exceptions, see Table 1.

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      APPENDIX I

 MAINTAINING REDUNDANT
DISINFECTION CAPABILITY

-------
                               APPENDIX I
                    REDUNDANT  DISINFECTION CAPABILITY                   .

      The SWTR requires that  unflltered  water  systems  provide  redundant
disinfection  components  to  ensure  the continuous  application  of  a
disinfectant to  the water  entering  the distribution  system.   In nany
systems, both filtered and unflltered,  a primary disinfectant Is  used to
provide  the overall  Inactivation/removal  and  a  secondary -residual  Is
applied to maintain a  residual In the distribution system.  As outlined In
Sections 3.2.4 and 5.5.4, redundancy  of the disinfection system(s)  1s
recommended to ensure that the  overall  treatment requirement of  3-log
Glardia  cyst  and  4-log  virus removal/Inactivat1on  1s achieved, and  a
residua!  Is maintained   entering  the  distribution system.    This  1s
particularly Important for unflltered  supplies  where the  only  treatment
barrier 1s disinfection.  Redundancy of components 1s necessary to allow
for disinfection during routine  repairs, maintenance and  Inspection  and
possible failures.
      In  reviewing water  disinfection  facilities  for compliance  with
redundancy requirements, the following items should be checked:

  I.  General
      A.    Are the capacities   of  all components  of  both the  primary
            system  and  the backup system equal  to or greater than  the
            required capacities?
            Some systems  may have two or more units  that provide  the
            required dosage rates when  all units are operating.  In these
            cases,  an  additional unit is needed as backup, during  the
            downtime of any of the operating  units. "The backup must have
            a capacity  equal to or greater than that  of the  largest
            on-line unit.
      B.    Are adequate  safety  precautions  being followed,  relative to
            the type of disinfectant being used?
      C.    Are redundant components being exercised or  alternated with
            the primary components?
      D.    Are all components being properly maintained?
      E.    Are critical  spare  parts  on  hand  to repair  disinfection
            equipment?

                                  1-1

-------
      F.    Are spare parts available for components that are indispens-
            Ible for disinfecting the water?

 II.  Disinfectant Storage                                      '
                          .  '                                                     *-
      A minimum of  two storage units capable of being used  alternately          ..-
should be  provided.   The total  combined  capacity  of the storage units         m-
should provide as a minimum the system design capacity.
      A.    Chlorine           .                                       .
      Storage for gaseous chlorine will normally be in 150-lb cylinders,
2,000-lb containers, or larger on-site storage vessels.
            1.    Is there automatic  switchover equipment 1f one cylinder
                  or container empties or becomes Inoperable?
            2.    Is  the switching  equipment  in   good  working . order,
                  (manually tested on  a regularly  scheduled  basis),  and
                  are spare parts on hand?
            3.    Are the scales adequate for at least two  cylinders or
                  containers.

      B,    Hvpochlorite
      Storage of calcium hypochlorite or sodium hypochlorite is normally
provided in drums or other suitable containers.   Redundancy requirements
are not applicable to these by themselves,  as long as the required minimum          ^
storage quantity Is on hand at all times.
      C.    Ammonia
      An hydrous ammonia is usually stored 1n cylinders as a pressurized
liquid.  Aqua ammonia is  usually stored as a solution of ammonia and water
in a horizontal pressure vessel.
         *   1.    Is the available storage volume divided  into two or more
                  usable units?
            2.    Is automatic switching equipment  in  operation to change
                  over  from  one unit  to  another  when one  is  empty or
                  inoperable?
            3.    Are there spare parts for the switching equipment?
                                   1-2

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 in.
       Ozone and chlorine dioxide are not stored on-s1te.  Rather, because
 of their reactivity,  they  are generated and used 1 mediately.
       To satisfy the redundancy  requirements for these disinfectants It Is
 recommended that  two generating units,  or two sets of units, capable of
 supplying the required feed  rate be provided.   In systems where there 1s,
 •ore than one generation system,  a standby unit should be available for
•tines the  on-line  units need  repair.   The  backup unit should  have  a
 capacity equal to or greater than  the unit(s)  1t «ayv replace.
       A.    Chlorine Dioxide
       Chlorine, sodium chlorite, or sodium hypochlorite should be stored
 In accordance with  storage guidelines previously described.
       6.    Ozone
       Are all generation components present and In working order for both
 the primary and the redundant units (whether  using  air or oxygen)?
       C.    Common
       Is  switchover   and  automatic  start-up  equipment  Installed  and
 operable to change  from the primary generating unit(s) to the redundant
 unit(s)?

  IV.   Feed Systems
       Redundancy  In feed systems requires two separate units, or systems,
 each capable of  supplying  the required dosage of disinfectant.  If more
 than one unit Is needed to  apply the required feed rate,  a spare unit
 should be available to replace any of the operating units during tines of
 malfunction.   The  replacement  unit  should,  therefore, have a capacity
 equal  to or greater than that of the largest unit which 1t may replace*
 This  requirement  applies  to  all  disinfection  methods,   and Is  best
 Implemented by housing the on-line and redundant components In separate
 rooms, enclosures,  or areas, as appropriate.
       In reviewing  these systems for redundancy, the following components
 should be checked:
       A.
             1 .     Evaporators
             2.     ChloHnators
             3.     Injectors
                                   1-3

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      B.    HvoochloHte
            1.    Nixing tanks and mixers
            2.    Chemical feed pumps and controls
            3.    Injectors

      C.    Ozone
            1.    Dissolution equipment, .Including compressor and delivery
                  piping systems
      D.    Chlorine Dioxide
            1.    Chlorine feed equipment
            2.    Sodium chlorite mixing and metering equipment
            3.    Day tank and mixer
            4.    Metering pimps
            5.    If a package C102 unit is used,  two must  be  provided   .

      E,    Chjorami nation
            1.    Chlorine feed equipment
            2.    Ammonia feed equipment, including applicable equipment
                  for either:
                  a.    Anhydrous ammonia (gas
                  b.    Aqua ammonia (solution

  V.  Residual Monitoring

      The best method of monitoring a disinfection  facility for continuous
operation is by continuous recording equipment.  To improve reliability,
it is suggested  that duplicate continuous monitors are present for backup
in the event of monitor failure.  However,  If there  is  a failure in the
monitoring system  for Indicating  that a  continuous residual Is  being.
maintained, the SHTR allows systems  to take grab samples every four hours
for up to five days during monitor  repair.   For systems without  24 hour
staffing it will  not be  practical  to take  grab samples  and  redundant
monitoring equipment is  recommended.  Failure  of continuous  monitoring
would be a  violation  of a  monitoring  requirement,  not a  treatment
requirement.
      A.    Chlorine
            1.    Does the facility have a continuous  monitor for chlorine
                  residual at the disinfection system site  with an alarm
                                   1-4

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                  or Indicator to show when the monitor  Is not function-
                .  1ng?  For added  assurance,  the provision  of a backup
                  •ion 1 toring unit 1s also recommended.   '

            2.    Is  there  instrumentation  1n place  to automatically
                  switch from one monitor to the other  If the first one
                  falls?


      B,    ^vpoehlorite

      Sane as for chlorine system.

      C.    JkfiUfi
            1.    Does the facility have a continuous ozone monitor with
                  automatic switchover capability and alarms?

            2.    Does  the  facility  have a  continuous ozone residual
                  monitor with automatic switchover capability and  alarms?


      0»    phtoHne Dioxide

            1.    Does the  facility have a continuous  chlorine  dioxide
                  monitor with automatic switchover capability and  alarms?

            2.    Does the  facility have a continuous  chlorine  dioxide
                  residual  monitor  with  automatic switchover capability
                  and alarms?


      E.    Chi orami nation

            1.    Does the facility have a continuous ammonia monitor with
                  automatic switchover capability and  alarm?

            2.    Does  the  facility  also  have  a  continuous chlorine
                  residual   monitor on-site with  automatic  switchover
                  capability and alarms?


 VI.  Power Supply

      A permanently installed standby  generator, capable of running  all

electrical  equipment  at  the  disinfection  station,  and  equipped  for

automatic start-up on power failure, should be on-site  and functional.

      Alternatives to  a standby generator, such as a  feed  line from  a

different power source, are  acceptable if they  can be shown to have  equal

reliability.
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VII.  Alarms
      Indicators.and alarms, both local and remote,  should be capable of
promptly  alerting  operating  and   supervisory  personnel   of   problem
conditions.
      A.    iflfial
      Lights, buzzers, and  horns should be  Installed  and  functioning to
alert on-slte personnel to problem conditions.
      B.    Demote
      Alarm signals should be relayed to a central control  panel  which 1s
manned 24 hours per day and whose operators can notify response personnel
Immediately.
      C.    Problem Conditions
      A minimum 11st of  problem  conditions  which should have Indicators
and alarms,  both  locally and at a  24-hour per day switchboard,  are as
follows:
            1.    Disinfectant leak
            2.    Feeder pump failure
            3.    Power outage
            4.    Generator or alternate power source on
            5.    Disinfectant residual less than setpoint value

VIII. Facility Layout
      Maximum reliability  is  ensured when  redundant units are separated
from primary units.  The type of separation should be appropriate to the
type of potential malfunction.   For example,  any area within a building
subject to a chlorine  leak  should have primary components separated from
redundant components  by an airtight  enclosure,  I.e.,  separate  rooms  of
varying s.izes.

 IX.  Separate Facility
      Under  certain  conditions,  such  as  location  of  a  disinfection
facility in an area of high earthquake potential, the  most reliable means
of  providing redundant facilities  may be to  house  them 1n a completely
separate structures at a different  site.
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       APPENDIX J
WATERSHED CONTROL PROGRAM

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                               APPENDIX J
                        WATERSHED CONTROL PROGRAM

      The following  is  a guideline for  documenting a watershed  control
program.    The  SHTR only  requires  a  watershed  control  program  for
unfiltered  supplies.  A  watershed control program can also benefit  a
filtered system by providing protection for maintaining  the source water
quality, minimizing  the  level of disinfection to be provided.    It  is
therefore recommended that  all  systems conduct the basic  elements  of a
watershed control  program.    However,  the scope of  the program should
Increase as the  complexity  and size of the watershed/ system increases.
The program could  be more or less  comprehensive than this outline, and
will be determined on a  case-by-case basis by the utility and the Primacy
Agency.   In  addition  to ttie guidelines  below,  a wellhead  protection
program could be the basis of a watershed control program in many states.
All of the  elements  found below would also be part of  a  local  wellhead
protection program,
      A.    Watershed Description
            1.    Geographical  location  and  physical   features  of the
                  watershed.
            2.    Location  of major components of  the  water system in
                  relationship to the watershed.
            3.    Hydrology;  Annual precipitation patterns, stream flow
                  characteristics, etc.
            4.    Agreements and delineation of land use/ownership.
      B. ,   Identification of the Watershed Characteristics
            and Activities Detrimental to Mater Quality
            1%    Naturally Occurring:
                  a.    Effect of precipitation, terrain,  soil types and
                        land cover
                  b.    Animal populations  (describe) —  include a dis-
                        cussion of  the Giardia contamination potential,
                        any other microbial contamination transmitted by
                        animals
                                   J-l

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      c.    Othtr -  any other activity which can  advent 1y
            affect water quality
2.    Han-Made:
      a.    Point sources of contamination such as wastewater
            treatment plant, industrial discharges, barnyard,
            feedlots, or private septic system

      The  Impact  of  these sources  on the  Microbiological
      quality of the  water source should be evaluated.   In
      cases  resulting   in  identifiable  degradation,  the
      discharges should be eliminated in order to »ini«1ze the
      treatment of the water needed.

      b.    Nonpoint Source of Contanination:

            1)     Road construction -  »ajor  highways,  rail-
                  roads

            2)     Pesticide usage

            3)     Logging

            4)     Grazing animals

            5)     Discharge to ground  water  which  recharges
                  the surface  source

            6}     Recreation activities

            7)     Potential for unauthorized  activity  in the
               •  watershed

            8)     Describe any othtr human  activity in the
                  watershed and its potential impact on water
                  quality

      It should be noted that grazing animals in the watershed
      •ay lead  to the  presence of Crvptosooridiuai in the
      water. Cryptosporldlum  is  a pathogen which nay  result
      in a disease outbreak upon ingestion.  No Information  is
      available  on its resistance to various disinfectants,
      therefore  it is recommended that  grazing  should not  be
      permitted   on   watersheds   of  non-filtering   systems;
      Sewage discharges will introduce viruses Into the  water
      source which nay be occluded in  solids and  protected
      from  inactivation through  disinfection.   It  is, there-
      fore,  recommended that sewage discharges  should not  be
      permitted  within watersheds of non-filtering  supplies.
      Although it  is preferable to not have grazing or sewage
      discharges within the watershed,  Primacy.Agencies win

                      J-2

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            need to evaluate the  impact  of these activities on •
            case-by-case basis.   In cases where there  is a long
            detention time and a high degree of dilution between the
            point of the activity and the water intake, these activ-
            ities lay be permissible for  unfiltered  supplies.  The
            utility should set priorities to address the impacts  in
            B.I. and 2.,  considering their health significance and
            the ability to control them.


C.    Control of petHtnentjal Activities /Events

      Depending on the activities occurring within  the  watershed,
      various techniques could  be used  to eliminate or  minimize
      their effect.   Describe what  techniques  are  being used  to
      control the effect of activities/events identified in S.I. and
      2. in its yearly report.

      Example:

            Activity;  Logging in the watershed.

            Management Decision;  Develop program to minimize Impact
            of logging.

            Procedure; Establish .agreements with logging companies
            to  maintain  practices  which  will  minimize  adverse
            Impacts  on water .quality.    These practices  should
            include:

                  limiting access to logging  sites
                  ensuring cleanup of sites
                  controlling erosion from site.

            Monitoring; • Periodically  review logging  practices  to
            ensure they are consistent with the agreement between
            the utility and  the logging companies.

      Example:

            Activity;    Point  sources  of discharge  within the
            watershed.

            Management Decision;   Eliminate those  discharges  or
            minimize their impact.

            Procedures;  Actively participate  In  the  review  of
            discharge permits to alert the reviewing agency of the
            potential  {actual}  impacts of  the discharge  and  lobby
            for its elimination or strict control.
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            Monitoring;    Conduct  special  Monitoring  to  tnsure
            conditions of the permit are net and to document adverse
            effects on water quality.

0.    Monitoring

      1,    Routine;  Minimum specifications for monitoring several
            raw water quality parameters are listed In Section 3.1,
            Describe  when,  where  and bow these  samples will  be
            collected.   These  results  will be  used to  evaluate
            whether  the source  may continue  to  be Used  without
            filtration.

      2.    Specific:  Routine monitoring may not provide Informa-
            tion about all parameters  of Interest.  For example, 1t
            •ay be valuable  to  conduct special studies  to measure
            contaminants suspected of being present (Giardia. pesti-
            cides, fuel products, enteric  viruses, etc.).  Frequent
            presence  of  either  Giardia or enteric viruses  In raw
            water samples prior to disinfection would  Indicate an
            Inadequate watershed control  program.   Monitoring may
            also be useful to assess the effectiveness of specific
            control techniques,  and to audit  procedures or opera-
            tional requirements Instituted within the  watershed.
            Utilities are encouraged to conduct additional monitor-
            Ing as necessary to  aid then in controlling the quality
            of the source water.

E.    Management/Operat1ons

      1.    Management

            a.    Organizational structure
            b.    Personnel and education/certification requirements

      2.    Operations

            a.    Descri be system operat 1 ons and des 1 gn f 1 ex 1 b 111 ty.


            b.    The utility should  conduct  some form  of ongoing
                  review or survey in  the  watershed to identify and
                  react to potential impacts on water quality.  The
                  scope  of  this  review  should be documented and
                  agreed upon by the utility and Primacy Agency on
                  a case-by-case basis.

            c.    Specifically  describe operational  changes which
                  can be made to adjust for changes in water quali-
                  ty.   Example:   Switching to alternate sources,-
                  increasing  the   level  of   disinfection;  using
                             J-4

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                  settling basins.  Discuss what triggers, and who
                  decides to Make, those changes.

      3.    Annual Report:   As part of the watershed  program,  an
            annual report should be submitted to the Primacy Agency.
            The contents of the report should:

            a.    Identify special  concerns  that occurred  In the
                  watershed  and  how  they  were  handled  (example:
                  herbicide usage, new construction,  etc.).

            b.    Summarize other activities In the watershed such
                  as  logging,  hunting,  water  quality  monitoring,
                  etc.

            c.    Project what adverse  activities  are  expected to
                  occur in the future and describe how the utility
                  expects to address them.

F.    Agreements/Land Ownership

      The goal of a watershed management program 1s to achieve the
      highest  level  of raw  water quality  practicable.    This  1s
      particularly critical to an unfiltered surface supply.

      1.    The utility will  have maximum opportunity to realize
            this  goal  if they  have  complete  ownership  of  the
            watershed.  Describe efforts to obtain ownership, such
            as  any  special  programs or  budget.   When  complete
            ownership of  the watershed 1s not practical,  efforts
            should be taken to gain ownership of critical elements,
            such as,  reservoir or  stream shoreline, highly erodable
            land, and access areas to water system facilities.

      2.    Where  ownership   of   land  is  not  possible,  written
            agreements should be obtained recognizing the watershed
            as part of a public water supply.   Maximum flexibility
            should be given  to the  utility  to  control  land uses
            which could have  adverse  effect on the water quality.
            Describe such agreements.

      3.    Describe  how  the utility  ensures  that the  landowner
            complies with these agreements.
                            J-5

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  APPENDIX K
SANITARY SURVEY

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                               APPENDIX K
                             SANITARY  SURVEY


      The SWTR requires that an on-s1te Inspection be conducted each year
as  outlined in  Section 3.    It  is  recommended  that at  the onset  of
determining the classification of a source water that a detailed sanitary
survey be  conducted.    In  addition, It  is  recommended that  a  sanitary
survey such as contained in this  appendix be conducted every 3 to 5 years
by both filtered and unfiltered systems to ensure that the quality of the
water and service is maintained.   This time period is suggested since the
time  and effort  needed to  conduct the comprehensive  survey makes  it
impractical for it to be conducted annually.   A periodic sanitary survey
1s  also  required under the  Total  Collform Rule for  systems  collecting
fewer than 5 samples/month.   The  survey  must  be conducted  every  5 years

for all systems except for protected ground water systems which disinfect.
These systems must conduct the survey every 10 years.

      The sanitary  survey  involves  three phases,  Including planning the

Survey,   conducting  the survey and compiling the final  report  of  the

survey,  as will be presented in the following pages.
      1.     Planning the Survey

            Prior to conducting  or scheduling a sanitary  survey,  there
            should  be  a detailed review pf  the  water system's  file to
            prepare for the survey.  The  review should pay  particular
            attention to past sanitary survey reports  and correspondence
            describing previously Identified problems and their solutions.
            These should be noted, and  action/Inaction  regarding  these
            problems should be-specifically verified in the field.  Other
            Information to  review Includes:   any other  correspondence,
            water system  plans,   chemical  and microbiological  sampling
            results, operating reports,  and  engineering studies.   This
            review will aid In the familiarization with the system's past
            history and present conditions,  and the agency's past interac-
            tions with the. system.

            The initial phase of  the water quality review will  be  carried
            out prior to conducting the survey as  well,  and will  consist
            of reviewing the water system's monitoring records.   Records
            should be reviewed for compliance with all applicable microbi-
            ological,  inorganic chemical, organic chemical, and radiologi-
            cal  contaminant MCLs,  and  also  for  compliance  with  the
            monitoring requirements for those contaminants.   The survey


                                   K-l

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      will provide an opportunity to review these records  with  the
      utility, and to  discuss  solutions to any MCI or  Monitoring
      violations.  The survey will  also provide  an opportunity to
      review  how  and where samples  are collected,  and how  field
      measurements (turbidity, chlorine  residual, fluoride,  etc.)
      are made.  Points to cover Include:

      a.    Is the system  In  compliance with all applicable MCLs
            (organic chemical,  Inorganic chemical, microbiological,
            and radiological)?

      b.    Is the system in compliance with all monitoring require-
            ments?

      The pre-survey file  review should  generate a 11st of Items to
      check In the field,  and a 11st of questions about the system.
      It will  also  help  to plan .the  format  of the survey and to
      estimate how much time 1t may  take.  The next step 1s to make
      the Initial contact with  the  system  management  to establish
      the survey date(s) and time.   Any records,  files,  or people
      that will be referenced during the survey should be mentioned
      at the outset.  Clearly laying out the Intent of the survey up
      front will  greatly  help  In managing  the  system,  and will
      ensure that the survey goes smoothly without a need for repeat
      trips.

2.    Conducting the Survey

      The on-site portion of the survey Is the most  Important  and
      will  Involve  Interviewing those  1n  charge of  managing  the
      water system  as  well as  the  operators and other technical
      people.  The survey will also review all major system compo-
      nents  from the  source(s) to  the distribution  system.    A
      standard form  1s frequently  used  to ensure that  all  major
      components  and  aspects  of  each system  are  consistently
      reviewed.  However,  when 1n the field, It 1s best to have an
      open mind  and  focus most attention on  the  specifics of  the
      water system,  using the  form  only as a guide.   The surveyor
      should  be  certain to be on time  when  beginning the survey.
      This consideration will  help get the survey started smoothly
      with the operator and/or manager.

      As the  survey  progresses, any deficiencies that are observed
      should  be  brought  to  the attention  of  the  water  system
      personnel, and the problem and the corrective measures should
      be discussed.  It is far better to clarify technical details
      and solutions while  standing next to the problem than it is to
      do so over the telephone.  Points to cover include:

      a.    Is the operator competent In performing  the necessary
            field testing for operational control?


                            K-2

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b.    Are testing facilities and  equipment  adequate,  and do
      reagents used have an unexpired shelf life?

c.    Are field and other analytical Instruments properly and
      regularly calibrated?

d.    Are records  of field test  results and water quality
      compliance monitoring results being maintained?

e.    Conduct any sampling which will be part of the survey.

Also, detailed notes of  the findings and conversations should
be taken so that the report of the survey will be an accurate
reconstruction of the survey.

Specific components/features of  the system to review and some
pertinent questions to ask are:

Source Evaluation

ATI of the elements for a source evaluation enumerated below
may also be part of a Wellhead Protection Program.

      1.    Description:   based  on  field  observations  and
            discussion with the operator,  a general charac-
            terization  of  the  watershed   should   be  made.
            Features which could be Included In the descrip-
            tion are:

            a.    Area of watershed or recharge area.

            b.    Stream flow.

            c.    Land  usage  (wilderness,  farmland,  rural
                  housing,, recreational,  commercial,  Indus-
                  trial, etc.).

            d.    Degree of access by the public to watershed.

            e.    Terrain and soil type.

            f.    Vegetation.

            g.    Other.

      2.    Sources  of  contamination  in  the  watershed  or
            sensitive areas surrounding wells or well fields
            should be identified.   Not only should this be
            determined  by  physically touring and observing
            the watershed and  its  daily uses, but the survey-
            or should also actively question the water system
            manager  about  adverse  and potentially adverse

                      K-3

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activities In the watershed.  An example of types
of contamination Includes:
a.    Man Hade.
      1.    Point  discharges of  sewage,  storm-
            water, and other wastewater.
      2.    On-site sewage disposal systems.
      3.    Recreational  activities  (swimming,
            boating, fishing, etc.).
      4.    Human habitation.
      5.    Pesticide usage.
      6.    Logging.
      7,    Highways or  other roads  from which
            there might be spills.
      8.    Commercial or industrial activity.
      9.    Solid waste or other disposal facili-
            ties.
     10.    Barnyards,  feed  lots,  turkey  and
            chicken farms and other concentrated
            domestic animal  activity.
     11.    Agricultural activities such as graz-
            	                    aff«
            soil erosion, fertilizer usage, etc.
 9
ing,
soil
tillage,  etc.,  which  affects
    12.     Other.
b.    Naturally Occurring.
      1.    Animal populations, both domestic and
            wild.
      2.    Turbidity fluctuations (from precipi-
            tation, landslides,  etc.).
      3,    Fires.
      4.    Inorganic  contaminants  from  parent
            materials (e.g., asbestos fibers).t
      5.    Algae blooms.

           K-4

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            6.    Other.

            This  list  1$ by  no Means all  inclusive.
            The surveyor should rely principally on his
            observations   and  thorough   questioning
            regarding  the unique  properties  of  each
            watershed to  completely describe what nay
            contaminate the source water.

3.    Source Construction.

      a.    Surface Intakes.

            1.    Is the source adequate  in quantity?

            2.    Is the best quality source or  loca-
                  tion in that source  being used?

            3.    Is the  Intake protected from  icing
                  problems if appropriate?

            4.    Is the  Intake  screened to  prevent
          „       entry  of debris,  and  are  screens
                  maintained?

            5.    Is animal activity controlled within
                  the immediate vicinity of the  intake?

            6.    Is there a  raw water sampling tap?

      b.    Infiltration Galleries.

            1.    Is the source adequate in quantity?

            2.    Is the best quality source being  used?

            3.    Is the  lid  over the gallery water-
                  tight  and locked?

            4.    Is the collector in sound condition
                  and maintained as necessary?

            5.     Is there a  raw water sampling tap?

      c.     Springs.

            1.     Is the source  adequate in quantity?

            2.     Is  there adequate protection  around
                  the spring such as fencing to control
                  the area within 200 feet?
                K-5

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      3.    Is  the spring  constructed to  bast
            capture the spring flow and exclude
            surface water Infiltration?
      4.    Are there  drains to divert surface
            water  from  the  vicinity  of   the
            spring?
      S.    Is the collection structure of sound
            construction with no leaks or cracks?
      6.    Is  there  a  screened  overflow  and
            drain pipe?
      7.    Is  the supply Intake  located above
            the floor .and screened?
      8.    Is there a raw water sampling tap?
d.    Catchment and Cistern.
      I.    Is source adequate in quantity?
      2.    Is the cistern of adequate size?
      3,    Is the catchment area protected  from
            potential contamination?
      4.    Is  the  catchment   drain  properly
            screened?        ,          .
      5.    Is the catchment area and cistern of
            sound construction and  In good condi-
            tion?
      6.    Is catchment constructed of approved
            non-toxic,  non-leaching material?
      7.    Is the cistern protected from contam-
            ination — manholes,  vents, etc?
      8.    Is there a raw water tap?
e.    Other Surface Sources.
      1.    Is the source adequate in quantity?
     .2.    Is  the best  possible  source being
            used?
      3.    Is  the  Inmediate  vicinity  of  the
            source protected from contamination?
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             4.     Is  the structure  1n  good condition
                   and properly constructed?

             5.     Is there a raw water sampling tap?

4.    Pumps, Pumphouses, and Controls.

      a.     Are  all  Intake pumps,  booster pumps, and
             other  pumps of sufficient capacity?

      b.     Are all pumps and controls operational and
             maintained properly?  •

      c.     Are  check  valves,  blow  off  valves,  water
            meters and other appurtenances  operated and
            maintained properly?

      d.     Is  emergency power backup with automatic
             start-up  provided  and  does  It  work  (try
             It)?

      e.    Are  underground  compartments  and  suction
            wells  waterproof?

      f.     Is the Interior and exterior of. the pump-
            house  In  good structural  condition  and
            properly maintained?

      g.    Are there any safety hazards (electrical or
            mechanical) in the pumphouse?

      h.     Is  the  pumphouse  locked  and  otherwise
            protected against vandal-ism?

      1.  .Are water production records maintained at
            the pumphouse?

5.    Watershed  Management  (controlling  contaminant
      sources):  The goal  of the  watershed management
      program is  to  Identify and  control  contaminant
      sources in  the  watershed (see  Section 3.3.1  of.
      this  document,   "Watershed   Control   Program").
      Under Ideal conditions each  source  of contamina-
      tion  Identified  in  2 will   already have  been
      Identified by  the utility,  and some means  of
      control instituted,  or  a factual  determination
      made that its Impact on water quality is insig-
      nificant.    To  assess  the degree  to which  the
      watershed management  program  Is  achieving  its
      goal,  the following types of  Inquiries could  be
      made:
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            a.    If the watershed is not  entirely owned by
                  the utility, have written  agreements  been
                  •ade with other land owners to control  land
                  usage to the satisfaction  of  the utility?
                  Are  appropriate  regulations   under   the
                  contract  of   state/local  >department  of
                  health In effect?

            b.    Is the utility making efforts  to obtain as
                  complete  ownership  of  the  watershed  as
                  possible?   Is  effort directed  to control
                  critical elements?

            c.    Are there means by which the  watershed 1s
                  regularly  inspected   for  new  sources  of
                  contamination or trespassers where access
                  is limited?

            d.    Are there  adequately qualified  personnel
                  employed by the .utility for  identifying
                  watershed and  water  quality problems  and
                  who are given the responsibility to correct
                  these problems?

            e.    Are  raw water quality  records  kept  to
                  assess trends and to  assess the impact of
                  different activities  and contaminant  con-
                  trol techniques in  the watershed?

            f.    Has  the system responded  adequately  to
                  concerns  expressed  about  the  source  or
                  watershed in past sanitary  surveys?

            g.    Has the utility identified  problems 1n its
                  yearly watershed control  reports, and  1f
                .  so, have these  problems been  adequately
                  addressed?

            h.    Identify what other agencies  have control
                  or jurisdiction in the watershed.  Does the
                  utility actively interact with these agen-
                  cies to see that their policies or activi-
                  ties are consistent with the utility's  goal
                  of maintaining high raw water  quality?
B.    Treatment Evaluation

      I.    Disinfection.
                  Is the disinfection equipment and disinfec-
                  tant   appropriate   for  the   application
                  (ch lor amines, chlorine, ozone, and chlorine

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      dioxide  are generally  accepted  disinfec-
      tants)?

b.    Are  there back-up  disinfection units  on
    '  line  in  case  of  failure,  and  are  they
      operational?

c.    Is  there auxiliary  power with  automatic
      start up  In  case of power outage?   Is it
      tested  and  operated on a regular  basis,
      both with and without load?

d.    Is there an adequate quantity of disinfec-
      tant  on hand  and is  it  properly  stored
      (e.g.,  are  chlorine  cylinders  properly
      labeled and chained)?

e.    In the  case  of gaseous  chlorine,  is there
      automatic switch  over equipnent when cylin-
      ders expire?

f.    Are critical spare parts on hand to repair
      disinfection equipment?

g.    Is disinfectant feed proportional to water
      flow?

h.    Are  daily  records   kept  of  disinfectant
      residual near the first  customer from which
      to calculate CTs?

i.    Are production records  kept  from which to
      determine CTs?

j.    Are CTs  acceptable  based on the  level  of
      treatment  provided  (see  Surface   Water
      Treatment   Rule   for   CT   values,   and
      Sections 3 and 5 of this  guidance  tanual
      for calculation of CT).

k.    Is  a  disinfectant residual  maintained  in
      the distribution  system,  and are  records
      kept of dally measurements?

1.    If  gas  chlorine is, used,  are  adequate
      safety  precautions  being  followed  (e.g.,
      exhaust fan with  intake within  six  inches
      of  the  floor,  self-contained   breathing
      apparatus that  is regularly tested, regular
    ,  safety  training  for  employees,   ammonia
      bottles  and/or automatic  chlorine  detec-
      tors)?   Is  the system  adequate  to  ensure

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                  the  safety of  both  the public  and  the
                  employees in the event of a chlorine leak?

      2.    Other.

            a.    Are other  treatment  processes  appropriate
                  and are  they  operated to produce consis-
                  tently high water quality?

            b,    Are  pumps, chemical  feeders,  and  other
                  Mechanical equipment in good condition and
                  properly Maintained?

            c.    Are controls and  instrumentation  adequate
                  for the  process,  operational,  well  Main-
                  tained and calibrated?

            d.    Are accurate records maintained (volume of
                  water  treated,  amount  of chemical  used,
                  etc.)?

            e.    Are adequate supplies of  chemical  on hand
                  and properly stored?

            f.    Are adequate safety  devices  available and
                  precautions observed?

            Sections  of  a  sanitary  survey  pertaining  to
            systems  containing  filtration  facilities  have
            been  omitted,  as this  section  of the  guidance
            document pertains to non-filtering systems.

C.    Distribution System Evaluation

      After water has been  treated,  water .quality must  be
      protected  and  Maintained   as  it  flows  through  the
      distribution system to the customer's tap.  The follow-
      ing questions pertain to the water purveyor's ability to
      •aintain high water quality during storage and distribu-
      tion.

      1.    Storage.

            a.    Gravity.

                  1.    Are  storage  reservoirs covered  and
                        otherwise  constructed  to   prevent,
                        contamination?

                  2.    Are all overflow lines, vents, drain-
                        lines, or cleanout pipes turned down-
                        ward and screened?

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 3.    Are all reservoirs inspected regular-
       ly?

 4.    Is the storage capacity adequate for
       the system?

 5.    Does  the  reservoir (or  reservoirs)
       provide sufficient pressure through-
       out the system?

 6.    Are surface coatings within the res-
       ervoir in good repair  and acceptable
       for potable water contact?

 7.    Is the hatchcover for the tank water-
       tight and locked?

 8.    Can the  reservoir be  Isolated  from
       the system?

 9.    Is adequate safety  equipment  (caged
       ladder,  OSHA approved  safety  belts,
       etc.) In  place  for climbing the tank?

10.    Is the site fenced, locked, or other-
       wise protected against vandalism?

11.    Is the storage reservoir disinfected
       after repairs  are made?

12.    Is  there  a scheduled  program  for
       cleaning  storage reservoir sediments,
       slime on  floor and side walls.

 Hydropneumatic.

 1.    Is the storage capacity adequate for
       the system?

 2.    Are instruments, controls, and equip-
       ment adequate,  operational, and main-
       tained?

 3.    Are the interior and exterior surfac-
       es of the pressure tank in good con-
       dition?

.4.    Are tank supports structurally sound?

 5.    Does the  low pressure  cut in provide
       adequate   pressure  throughout   the
       entire system?

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            6.    Is  the pump  cycle rate  acceptable
                  (not Mrs than 15 cycles/hour}?

2.    Cross Connections.

      a.    Is the  system free of  known  uncontrolled
            cross connections?

      b.    does the  utility  have a cross  connection
            prevention program, Including annual  test-
            ing of backflow prevention  devices?

      c.    Are backflow  prevention  devices. Installed
            at all  appropriate locations -(wasttwater
            treatment  plant,   Industrial   locations,
            hospitals, etc.)?

3.    Other.

      a.    Are proper pressures  and flows  maintained
            at ail tines of the year?

      b.    Do all construction materials meet AWWA or
            equivalent standards?

      c.    Are all  services metered  and are meters
            read?

      d.    Are plans for  the system  available  and
            current?

      e.    Does the  system have  an adequate mainte-
            nance program?

              •  .Is there evidence  of  leakage in  the
                  system?

                  Is there a pressure testing program?

                  Is there a regular flushing program?

                  Are .valves  and  hydrants  regularly
                  exercised and maintained?

                  Are AWWA  standards for disinfection
                  followed after all repairs?

           .  -   Are  there specific  bacteriological
                  criteria  and  limits   prescribed  for
                  new line acceptance or following line
                  repairs?
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                   Describe the corrosion control pro-
                   gran.

                   Is .the  system  interconnected with
                   other systems?

 flanageiitent /Ooerat1 on

 1.    Is there an organization that 1s responsible  for
       providing the operation, maintenance, and manage-
       ment of the water system?

 2.    Does the utility  regularly summarize both current
       and long-tern problems Identified in their water-
       shed, or  other parts  of the system, and  define
       how they  intend  to  solve the problems  i.e.,  is
       their  planning  mechanism  effective;   do they
       follow through with plans?

 3.    Are customers charged user fees  and  are collec-
       tions satisfactory?
                         -,
 4.    Are  there sufficient personnel  to operate  and
       manage the system?

 5.    Are personnel  (including  management)  adequately
       trained, educated, and/or certified?

 6.    Are operation and maintenance manuals  and manu-
       facturers technical  specifications readily avail-
       able for the system?

 7.    Are  routine preventative maintenance  schedules
       established and adhered to for all  components of
       the water system?

 8.    Are sufficient tools, supplies,  and maintenance
       parts on hand?

 9.    Are sufficient operation and maintenance records
       kept and readily available?

10.    Is an emergency  plan available and  usable,, and
       are employees aware of it?

11.    Are all  facilities free from safety defects?

 When the survey is completed,  it is  always preferable to
 briefly summarize the  survey with  the operator(s)  and
 management.  The main findings of the survey should be
 reviewed so it  is clear that there are  not  misunder-
 standings about findings/conclusions.   It is also good

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            to thank  the utility for taking  part 1n the  survey,
            arranging  Interviews with  employees,  gathering  and
            explaining their records, etc. The Information and help
            which  the utility  can  provide  an  Invaluable  to  a
            successful survey, and every attempt  should  be  made to
            continue a positive relationship with the'system.

3.    Reporting the Survey

      A final report of the survey should be  completed  as  soon as
      possible to formally notify the system and  other agencies of
      the findings.  There 1s  no set or necessarily best  format for
      doing so,  and  the  length of the  report will depend on  the
      findings of  the survey  and size  of the system.." Since  the
      report may be used  for future compliance actions and  Inspec-
      tions, It  should Include as a minimum:   1) the date of the
      survey; 2)  who was  present during the survey! 3} the findings
      of the survey; 4} the recommended  Improvements to  Identified
      problems; and 5)  the dates for completion of any Improvements.
      Any differences between  the  findings discussed at the  conclu-
      sion of the  survey and  what's Included  In the  final report
      should be discussed and clarified with  the  utility prior to
      sending out  the  final report.   In other words, the  utility
      should be  fully aware of the  contents  of  the  final report
      before receiving 1t.
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        APPENDIX  L
SMALL SYSTEM CONSIDERATIONS

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                               APPENDIX L
                       SMALL SYSTEM CONSIDERATIONS

fjtrf duct Ion
      Under  the provisions  of the  SWTR,  systems with  fewer,thin  500
service connections nay  be eligible for an exemption,  guidance  on  the
requirements for an exemption 1s provided 1n Section 9.  For systems which
are not eligible for an exemption,  compliance with the SWTR 1s/Mandatory.
It 1s recognized that the majority (approximately 75 percent) of people In
the  United States  are served  by  a  relatively small  number of  large
systems.  However,  most water systems In the United States are small.  For
small systems,  compliance with the various provisions  of the SOHA  has
traditionally  been  a problem.    Records  show  small  systems  have  a
disproportionately  higher  Incidence  of  drinking  water  quality  and
monitoring difficulties.   The*reasons for these difficulties can generally
be broken down Into the following three categories:
            Economics
            Treatment Technologies                        .   '
            Operations (lack of qualified personnel)

      Small  water  systems  typically  face severe  economic  constraints.
Their lack of  operating  revenues results In  significant  limitations on
their ability to respond to the requirements of the SDWA.   These  systems
cannot benefit from the economies of scale which are available to larger
systems.
      The second difficulty facing the small systems has been the lack of
appropriate treatment technologies.  Although methods  for removing most of.
the contaminants known to occur in drinking water are available,  many of
these technologies have  only recently been scaled down for  the  smaller
systems.
      The third problem which has traditionally plagued  small systems is
the lack of well  trained operators.  This deficiency is the result of many
combined factors.  First of all, many of these operators are employed only
on a part-time basis  or  if they are employed on a full-time  basis they
have a myriad of  additional duties.  In addition, the operator's technical

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background nay  be limited as well.  This results from the low salary of
the position, which 1s uninviting to qualified operators.  Also, In spite
of the requirement of retaining certified operators upheld in many states,
it seems to be  difficult  to  enforce this requirement in small systems.          m
      The purpose of this appendix is to provide assistance to the Primacy
Agency  in  defining  the  problems  and  potential  solutions  typically       ' _..
associated with small systems.  It is beyond the scope of this document to        1
provide an indepth dlcussion of the needs of small systems.  However, over
the past  several  years the  needs of the small  water  systems  have been
recognized to be of primary  concern and numerous workshops, seminars and
committees have been attempting to more clearly define workable solutions.
A partial  listing of the papers,  reports  and proceedings which discuss
problems and solutions  pertaining to small  systems beyond that which is
possible  in  this  manual  Is presented  in  the  reference  list of this
appendix,

Economics
      One of the  most severe constraints of  small  systems  is  the small
economic base from which  to  draw funds.   Certain treatment and services
                                                                                .3,
must be provided for a community regardless of how few people are served.        _
Thus,  as the number  of  connections to the system decrease,  the cost per
connection Increases.  The economic limitations of small  utilities makes         "~
it difficult to provide  needed  upgrading of  existing facilities  or an
adequate salary to maintain  the employment of  a  qualified  operator to
monitor and maintain the  system.   Adding to the severity of the economic
hardships of  small  systems  is  the  fact that many of the  small  water
systems are privately owned, with private ownership increasing as system
size decreases.   The ownership of the plant presents difficulties since
privately owned systems are  subject to rate controls by the local  public
utility commission, are not eligible for public grants  and loans, and may
find commercial loans hard to obtain.
      Financing options for small systems Include;  federal and state loan
and grant programs,  federal  revenue sharing and  revenue bonds  (for
municipal systems)  and loans  through the United  States  Small Business
Administration (SBA) and use  of industrial development bonds or privatiza-
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tion  (for  private utilities).   These options are explained  in. greater
detail  in  the "Guidance Manual  * Institutional Alternatives  for .Snail
Hater Systems" (AHWA, 1986).  The following paragraphs will explain some
existing options  which nay ease  the hardship of financing  snail water
treatment facilities.
      The major cause of snail system difficulties arises from the lack of
funds and  resources.   It  is therefore  In the  best  interest of snail
utilities to  expand  their  economic base and the resources  available to
then, to  achieve the  economies  of  scale  available  to larger systems.
Regionalization is the physical  or operational union  of snail systems to
effect  this goal.   This union can be accomplished through  the physical
interconnection of  two or more  snail  systems or the connection of a
smaller system to a  pre-existing  larger system.  Mater supply systems can
also Join together for  the purchase  of supplies, materials,  engineering
services,   billing and  maintenance.    The  union  of.  the  small  systems
increases  the population served,  thereby dispersing the operational costs
and decreasing the cost per consumer.
      The creation of utility satellites is another form of regioniliia-
tion.   A satellite  utility is one which  taps into the resources of an
existing larger facility without being physically connected to, or owned
by,  the larger facility.   The  larger .system nay provide  any  of  the
following  for the smaller system:
      1.    Varying  levels  of  technical  operational,   or  managerial
            assistance on a contract basis.
      2.    Wholesale treated water with or without additional services.
      3.    Assuming ownership,  operation and maintenance responsibility.
            when the snail  system is physically separate with a separate
            source.
      The formation of  a satellite offers many advantages for  both the
satellite and the parent utility.   These advantages Include:  an improved
economy of scale for satellites, an expanded revenue base for the parent
utility, provisions of  needed  resources to satellites,  the retention of
the satellites'  local  autonomy, improved water quality management of the
satellite, improved use of public funds for publicly owned satellites.
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       In  order to  create a  more definite structure  for the  union of
 resources of water treatment  facilities, water districts nay be created.
 Water districts are formed by county officials and provide for the public
 ownership of  the  utilities.   The utilities In  any  given district would
 combine resources  and/or physically connect systems so  that one or two
 facilities would provide water for the entire district.  The creation of
 water  districts creates eligibility for public monies, has the potential
 for economies of size, facilitates the takeover or contract services with
 publicly owned non-community  systems  and  small privately owned systems,
 and offers a tax advantage.   Drawbacks include subjection to politics, a
 strong local planning effort  is needed for success,  and competition with
 private enterprises.
      The centralization of  utilities can  be taken  one step further
 through the creation  of county utilities or  even state  utilities.   The
 government will create a board which nay then act to acquire, construct,
 maintain and  operate any public  water supply within  its  district,  the
 system may provide water on its own or purchase water from any municipal
 corporation.  The board may adopt and administer rules for the construc-
 tion, maintenance, protection and use of public water supplies and  the
 fixation of  reasonable rates for water supplies. The cost of construction
 and/or upgrading of  facilities may be defrayed through  the  Issuance of
 bonds  and/or  property assessment.   As with  all  the  alternatives,  the
 creation of government  control  of the utilities has  its advantages  and
 disadvantages.    The  advantages   include:    the  creation  of  central
management,  creation of  economy of  scale  for  utilities,  eligibility  for
 public grants and loans, savings through centralized purchasing, manage-
ment,  consultation,   planning and  technical   assistance,  and  possible
 provision for pool of trained operators.   The disadvantages  include  the
 subjectivity to politics,  the slow response caused by bureaucracy,  and
competition  to private contractors.

 Treatment Technologies
      The high cost of available treatment technologies has limited their
 use in small water  supply systems.  Recently prefabricated package plants
 and individual treatment units have  been developed to lessen these costs.
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 At  the present tine, the treatment  technologies  which are available to
 enable systems to comply with the Safe Drinking Water Act are identified
 to  be  the following:
            Package  plants
            Slow-sand filters
            Oiatomaceous earth filters
        •   Cartridge filtration

       A brief discussion of each treatment method is provided below.
       Package Plants
       Clarification and filtration units which require minimal assembly in
 the field can now be manufactured.   To minimize required operator skill
 level  and  operational  attention,  the equipment  should  be  automated.
 Continuous effluent turbidity and disinfectant residual monitoring systems
 with alarms and emergency shutdown provisions  are  features that safeguard
 water  quality and should be provided for unattended plants.
       ^low-Sand Filters
       Slow-sand filters  are applicable  to small  water  supply systems.
 Their  proven record  of effective  removal  of turbidity and 6iard1a cysts
 makes  them suitable for  application  where  operational  attention  is
 minima!.  Since no chemicals other than a disinfectant  are needed, and no
 mechanical equipment is involved, the required operator skill level is the
 lowest of the filtration alternatives available to small systems.
       piatomaceous Earth Filters
       Oiatomaceous earth (DE) pressure and vacuum filters can be used on
 relatively low turbidity  surface waters (less than 1  to 2  NTU) for removal
 of  turbidity  and  Giardia  cysts.    DE filters  can  effectively  remove
 particles as small  as 1 micron, but would require coagulating chemicals
 and special filter aids to provide significant virus removal.
      Cartridge Filters
      Cartridge filters  using  microporous ceramic  filter  elements  with
 pore sizes as small  as 0.2 urn'may be  suitable for producing potable water,
 in  combination  with  disinfection,  from  raw  water  supplies  containing
moderate levels of turbidity, algae,  protozoa and bacteria.  The advantage
 to a small system,  is, with the exception of chlorinatlon,  that no other
 chemicals are required.   The process is one of strictly physical removal
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of  snail  particles by straining as the water  passes  through  the porous
membranes.    Other than  occasional cleanfng  or membrane  replacement,.
operational  requirements are  not  complex  and do  not require  skilled
personnel *
      ^election of aFiltration Technology
      The criteria for  selection  of a filtration  technology for a snail.
community are essentially the same as those  for a  larger community.  That
is,  the  utility  must   first  screen  the  complete  list  of  available
alternatives to eliminate those which are either not  technically suited to
the  existing  conditions  (Table 4-1) or  not affordable by  the  utility.
Remaining  alternatives   should then  be  evaluated  based on  both  cost
(capital,  annual,  and  life-cycle)  and   non-cost bases  (operation  and
maintenance, technical requirements versus personnel  available; flexibili-
ty regarding future needs; etc.).   In these evaluations it should be noted
that even though automated package plants are cost-competitive with 'slow
sand filters,  their operation requirements to achieve optimum performance
could be  complicated.    Also,  the maintenance requirements for package
plants would be mechanically and electrically oriented and might require
a maintenance agreement with the manufacturer.
      During  the  process of installing  the  treatment system,  Interim
measures should be  taken to ensure the delivery of  a  reasonably safe water
to the consumers.  In addition to the available interim measures listed in
Section 9.3, temporary  installation of mobile filtration plants  may be
possible.  These trailer-mounted units are sometimes available from state
agencies for emergencies, but more often may be rented or leased from an
equipment manufacturer.
      Modification of Existing Filtration Systems
      Small treatment systems that are already  in existence should comply
with the performance criteria of the SWTR.  If the systems are not found
to be performing  satisfactorily, modifications to the existing process may
be required.  Improvement In treatment efficiency depends on the type of
filtration system in use.  Operation of slow sand filters could be checked
for bed  depth,  short-circuiting,  excessive hydraulic loading, and for the
need to pretreat the  raw water.   Infiltration galleries,  or sometimes,
roughing filters  ahead   of  a  slow sand   filter may provide  for  better
                                   L-6

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performance by  reducing the solids  load  on the filters.   However,  the
design criteria and costs for this alternative have not yet been defined.
Site  specific studies  nay be required before roughing  filters  could be
used  to'achieve compliance with the regula- tlons.   Dlatonaceous  earth
(DE)  filters  should be  checked for appropriate  precoat and body  feed
application,  hydraulic  loading,  grade  (size)  of  DE  being  used,  and
possible need for chemical pretreatment.   Package plants would have to be
checked process-by-process, similar to  the system used for a conventional
plant.  Other filtration processes would have to be checked for hydraulic
loading rate, appropriateness of  the  filter  material  (pore  size),  and
possible need for additional pretreatment.
      pisinfection
      Disinfection  (CT)  requirements  for small  systems can  be net  .1°
several different ways.    The most  obvious  method of maintaining  a
disinfectant residual in the distribution system is to add disinfectant at
one or more additional  locations.   An alternate method is to Increase the
disinfectant dose at  the  existing  application point(s).   The  latter
alternative, however,  may  increase disinfectant byproducts,  including
THMs, in the system.
                                                      i  •
      If it Is  a  relatively short distance  between  the  treatment  system
and the first customer,  additional  contact  time can  be  provided so that
the  disinfectant  dose does  not have,  to  be increased  beyond  desirable
residuals.  Two specific methods  of increasing contact time  for  small
systems are  1)  Installing a pressure  vessel  or closed  storage vessel,
baffled to  provide adequate contact time,  or 2) constructing  a  looped
pipeline,  on the finished water line between the filtration-disinfection
system and the first  customer.  The feasibility of either of these methods
would depend on  system specifics that  include size,  physical conditions,
and cost.
      If it 1s not practical to provide  additional storage time to achieve
the desired CT,  an alternate, ftore effective disinfectant may be used.  An
alternate  disinfectant may  provide  a sufficient CT without  altering the
system configuration.
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Operations
      Hater treatment facilities need to be operated properly in order to
achieve maximum treatment efficiencies.  There Is currently a lack of trail
trained operators at many small treatment plants.  The main cause is lack
of  awareness of  the  importance of  correct plant  operation, lack  of
training programs, lack of enforcement of the requirement for employment
of a certified operator and lack of funds to employ such an operator.
      Small  systems  may wish to  implement a circuit  rider/operator
program.   In this program a  qualified,  certified, experienced operator
works for  several  water supply systems.  The rider  can either directly
operate the plants,  or  provide technical  assistance  to individual  plant
operators, by acting as a trainer through  on-the-job  supervision.   The
latter would be preferable since  it  could create a pool of well  trained
operators.
      The main cause of  inadequately trained operators is the lack of well
established training programs.   Until such  training  programs  are begun,
systems must depend on other training means, such as  seminars  and books.
One  resource which  may  be  helpful in  running  the  plant   is  "Basic
Management Principles  for Small Water  Systems  • An  AWWA.Small-Systems
Resource Book",  1982.
      Most package plant manufacturers' equipment manuals include at least
brief sections on  operating principles,  methods for  establishing  proper
chemical dosages, Instructions for operating the equipment, and trouble-
shooting guides,  An individual who studies these basic instructions and
receives comprehensive  start-up  training should be able  to operate the
equipment satisfactorily.   These services  are  vital to  the  successful
performance of a package water treatment plant and should be a requirement.
of the package plant manufacturer.  The engineer  designing a package plant
facility should  specify  that start-up and training services be provided by
the manufacturer, and also should consider requiring  the manufacturer to
visit the plant  at 6-month and 1-year intervals  after start-up to adjust
the  equipment,   review  operations,  and  retrain  operating  personnel.
Further, this program should be ongoing and funds should  be budgeted every
year for at least one revisit by the package plant manufacturer.
                                   L-8

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      Another way for small  systems  to  obtain qualified plant operation
would be to contract the services  of administrative,  operations,  and/or
maintenance  personnel   from  a  larger  neighboring  utility,  government
agencies, service  companies  or  consulting  firms.   These  organizations
could supply  assistance  in  financial  and legal planning,  engineering,
purchasing  accounting  and  collection  services,   laboratory  support,
licensed operators  or  operator  training, treatment  and water  quality
assurance,  regulatory liaison, and/or emergency assistance.  .Through the
Contracting of  these services  the  utility  provides  for the resources
needed,  improves water quality management  and retains its  autonomy.
However, if and when the contract  is terminated, the  utility returns to
its original status.

References
American Hater Works Association,  pas1c Management Principles for Small
Mater Systems. 1982.
American Hater Horks Association.  Design  and Construction of Small Hater
Systems. 1984.
Kelly,  Gidley,  Blair and Holfe,  Inc.   Guidance Manual  •  Institutional
Alternatives for Small Hater Systems.  AHWA Research Foundation Contract
79-84,  1986.
                                   L-9

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        APPENDIX M
PROTOCOL FOR DEMONSTRATION
  OF EFFECTIVE TREATMENT

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                               APPENDIX H

                       PROTOCOL FOR DEMONSTRATION
                         OF EFFECTIVE TREATMENT

      This appendix presents  approaches which can be taken to demonstrate
overall effective removal and/or inactivation of Giardia  cysts.

M.I   pemonstration for Alternate Technology
      Systems using a filtration technology  other  than those enumerated
in the SHTR  may  demonstrate the effectiveness of  the treatment  process
through pilot or full  scale testing.   As  a minimum, testing should  be
conducted when the source exhibits its worst case annual conditions.  Some
systems may have two periods of "worst case" water quality including the
cold water in winter or algae blooms during the summer.
      Pilot units should include the following:
                  filtration rate of the pilot  system equal to filtration
                  rate on full scale unit
                  pilot filter diameter greater than or equal to 50 times
                  the media diameter, (Robeck, et al 1959)
              -   media  diameter,  depth,  and  size gradation should  be
                  identical to full scale,
                  coagulant dosing identical to full scale
                  any mixing and settling occurring before filtration in
                  the full scale plant should be reproduced as closely as
                  possible in the pilot.  Mixing should be of the same G
                  value(s), and the detention time  for settling should be
                  close  to  the average flow  detention time  for the
                  projected full scale plant.
      According to  the  SHTR,  alternate technologies must be  capable of
meeting the same turbidity  performance criteria of slow sand  filtration
systems.  Thus  the  filtered water from the  process  should  be monitored
continuously or with  grab samples every four hours  for turbidity..  The
requirement for  meeting  turbidity  performance  has  been  established to
                                   M-l

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ensure  that  there will  be  no  Interference  of  turbidity with  virus
inactivation through disinfection.
      Following the demonstration of meeting the turbidity requirements,
the  level of  fiiarcfia cyst  removal  achieved mist  be determined.   The
protocol  in H.2 nay be followed for this demonstration.
M.2   Particle Size Analysis Demonstration for Giardia Cvst Removal
      Particle  size analysis may  be used  to  demonstrate the  level  of
actual Giardia  cyst removal  provided by the system.   This demonstration
can be done using samples from the full scale plant or a pilot unit.
      In the  case  of either a full  scale or pilot scale demonstration,
removal of  particles in the range of 5 to 15 urn  in  diameter should be
determined using an electronic particle counter that has been calibrated
with latex spheres.  If a light blockage device is used (e.g. HIAC) this
calibration should have been done during installation  of the device.  The
calibration should be checked before  taking  measurements for the purposes
of this demonstration.  Samples  should be diluted appropriately to ensure
that measurements  do  not  reflect coincident  error.    Coincident  error
results when  more  than  one particle passes  the  detector at  one  time,
causing  an  inaccurate particle  count  and diameter  measurement.    An
electrical sensing zone device (e.g. Coulter Counter or Elzone) may also
be used.   Appropriate dilutions, electrolyte  strength,  and  calibration
procedures should be followed (these are scheduled to be outlined in the
17th edition of Standard Methods).  When using an electrical sensing zone
instrument,  an  orifice no  larger than 125  urn and  no  smaller than  40 urn
should be used  since only particles  between 2% and 40% of  the orifice
diameter are accurately sized and counted (Karuhn et al 1975),,
      Samples of the  filter influent  and  effluent  should  be  taken  5
minutes after the backwashed filter is placed in operation, and every 30
minutes thereafter for the first 3  hours of  operation, followed by hourly
samples up until backwash (Wiesner et al 1987).  All samples  should show
at least  a  2-log  removal.   The  SWTR establishes an  overall  treatment
requirement of 3»log Siardla cyst removal/inactivation.  Thus, disinfec-
                                   M-2

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tion  wist be provided to supplement the participate removal and meet this
requirement.
      Samples from repeated filter runs may be averaged at each sampling
time, but samples should not be averaged within one filter run.
      Additional  suggestions  on  particle  counting technique  (Wiesner
1985):
             1)    If particle counts are not determined Immediately upon
                  sampling (within 10 minutes) samples should be diluted.
            2)    For  an  electrical sensing  zone  measurement,  samples
                  should be  diluted 1:5 to 1:20 with  a "particle-free"
                  electrolyte solution  (approximately 1% NaCl) containing
                  100 particles per ml  or fewer.
            3)    For a light  blockage measurement, particle free water
                  should be used to dilute samples.
            4)    Dilutions should be done, to produce particle concentra-
                  tions as close to the tolerance for coincident error as
                  possible to minimize background counts.
            5)    Particle counts should be determined within 8 hours of
                  sampling.
            6)    A11 sampling vessels  should  be  washed with laboratory
                  detergent, double  rinsed  In particle  free water,  and
                  rinsed twice with  the  water  being sampled  at the time
                  of sampling.
                                         *
      The log reduction of particles in  the size  range of 5  to 15 urn in
size can be  assumed to correspond  to the log  reduction of Giardia cysts
which would be achieved.
M.3  Demonstration for Increased Turbidity Allowance

      Based upon  the requirements  of the  SWTR,  the  minimum turbidity
performance criteria for  systems  using conventional  treatment or direct
filtration Is filtered water turbidity less  than  or  equal  to 0.5 NTU in
95 percent of the  measurements taken each month.  However,  at the dis-
cretion of the  Primacy  Agency, filtered water turbidity  levels  of less
than or equal to 1  NTU in 95 percent of the measurements taken every month
                                   M-3

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may be  permitted  on a case-by-case basis depending on the capability of
the total  system to  remove  and/or inactivate it  least  99.9  percent of
Giardia Iambiia cysts.
      Treatment plants that use settling followed by flltratton, or direct'
filtration  are generally capable  of  producing a  filtered water  with a
turbidity of  0.2  NTU  or less.  The most likely cause of high turbidities
in  the  filtered  water is incorrect  coagulant dosing  (O'Helia,  1974).        ^
Regardless  of the  turbidity of  the  raw  or finished water,  coagulant        *
addition at some point prior to filtration 1s  required to destabilize
particles for removal  in the filter.  Only plants documenting continuous
coagulant feed prior to  filtration should be eligible for being allowed
higher filtered water turbidities  than the 0.5 NTU requirement.  At plants
that continuously feed coagulant and do not meet the O.S NTU requirement,
a series of jar tests, and perhaps sand column filtration  tests (in batch)
should be performed to evaluate the optimum coagulant dose for turbidity
removal.
      In the  event  that plants can document continuous  coagulant feed,
and, after running the plant  under conditions determined  in batch testing
to  be  optimal for  turbidity removal,  still  do not  meet  the 0.5  NTU
requirement,  effective filtration status may still be appropriate.  This        •*»
would further be  supported if it  can  be shown that the full scale plant
1s capable  of achieving  at  least  a 2-log reduction in the concentration        ff'
                                                                                >a».
of particles  between  5 and  15 urn in size through particle size analysis
as outlined in Section M.2..  Where a full  scale plant does not yet exist,
appropriately scaled-down  pilot  filters  might  be   used  for  such  a
demonstration.

pisinfeetion                                           "
      The level of disinfection could also be considered for determining
when to allow a higher turbidity performance criterion  for a system.  For
example, if a system achieves  3-log  Giardia  cyst inactivation through
disinfection,  as  determined by CT values,  it may be appropriate to allow
higher  filtered water turbidities (i.e., greater  than 0.5  NTU but ]ess
than 1 NTU  in 95  percent of the measurements and never exceeding 5 NTU).
                                   M-4

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      The  expected  level  of  fecal  contamination  and  Glardia  cyst
concentrations  in the  source  water should,  be  considered in  the above
analysis.  High levels  of disinfection (e.g., 2 to 3-log inactivation of

Giardla cysts), in addition to filtration which achieves less than 0.5 NTU

in  95 percent of the  measurements  nay  be  appropriate,  depending  upon

source water quality.  Further guidance on the level  of  disinfection to be

provided for various source water conditions is provided in Section 4.4.2.

In  all cases the minimum disinfection to be provided must supplement the
participate  removal to ensure at   least  a  3-log  Giardla cyst  remov-

al/inactivation.


References

American  Public  Health Association;  American Water Works  Association;
Water Pollution Control Federation,   Standard Methods for the Examination
of Water and Hastewater. 17th ed. (supplement),  September 1989.

Coulter Electronics 600 W.  20th Street, Hialeah, FL  33010-2428
                                   *   '

Karuhn,  R.;  Oavies, R.;  Kaye,  B.;  Clinch,  M.  Studies on  the Coulter
Counter Part I.  Powder Technology Volume II, 'pp. 157-171, 1975.

O'Melia, C. The Role of Polyelectrolvtes  in  Filtration Processes. EPA -
67012-74-032, 1974.

Robeck, 6.; Woodword,  R.  L. Pilot Plants  for Water Treatment Research,
Journal of Sanitary Engineering ASCE Vol. 85;SA4; 1, August 1959.

Wiesner, M. "Optimum Water  Treatment Plant Configuration Effects of Raw
Water Characteristics," dissertation John Hopkins University, Baltimore,
MO, 1985.

Wiesner, M.; Rook, J. J.; Fiessinger, F. Optimizing the Placement of GAC
Filters, J. AWWA VOL 79, pp. 39-49, Dec 1987.
                                   M-5

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        APPENDIX N

PROTOCOLS FOR POINT-OF-USE
          DEVICES

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Preface
     The protocol pr««ent«d  in this paper  can b« applied to denonstrate  the
effectiveness  of new  technologies  as  well  as  point-of-use  devices.   The
evaluation  presented  here  deals  with the   removal   of participates   and
disinfection.   In  areas  which  pertain   to   disinfection,  the   guidelines
contained in Appendix G take precedence.

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                                   CONTENTS
PREFACE

I.   GENERAL                                                          N-l

2.   PERFORMANCE REQUIREMENTS                                  , *     N-6

3.   MICROBIOLOGICAL WATER PURIFIER TEST PROCEDURES                   N-8

APPENDIX N-l   SUMMARY FOR BASIS OF STANDARDS AND      .               N-21
  TEST MATER PARAMETERS

APPENDIX N-2   LIST OF PARTICIPANTS IN TASK FORCE            .         N-29

APPENDIX N-3   RESPONSE BY REVIEW SUBCOMMITTEE TO                     N-31
  PUBLIC COMMENTS .

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             UNITED STATES
    ENVIRONMENTAL PROTECTION AGENCY
         R«gistration Division
     Office of Pe»ticid« Programs
    Criteria and Standards Division
       Office of Drinking Water
    GUIDE STANDARD AND PROTOCOL FOR
TESTING MICROBIOLOGICAL WATER PORIPIS.RS
         Report of Task Force
         Submitted April, 1986
          Revised April, 1987

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                                  1,  GENERAL


1.1  Introduction


     Th« subject of microbiological  purification for waters of unknown micro-
biological quality repeatedly presents itself to aj variety of governmental and

non-governmental agencies,  consumer groups, manufacturers  and others.   Exam-

ples of possible application of such purification  capabilities includes
       -  Backpackers and campers              .

       -  Non-standard military requirements

       -  Floods and other natural disasters

       -  Foreign travel and  stations (however, not for extreme contamination
          situations outside of the U.S.)

       -  Contaminated Individual sources, wells and springs (however, not for
          the conversion of waste water to aicrobiologically potable water)

       -  Motorhomes and trailers

     Batch methods of  water purification based  on chlorine and iodine disin-
fection or  boiling are  well  known,  but  many situations and  personal choice-
call for  the consideration  of water treatment equipment.  Federal  agencies
specifically  involved  in  responding to  questions  and problems  relating to

microbiological purifier equipment include:

       •  Registration Division, Office of Pesticide Programs  (OPP),  Environ-
          mental  Protection Agency   (EPA)j   registration  of  microbiological
          purifiers (using chemicals);

       -  Compliance  Monitoring . Staff,   EPA:    control  of  microbiological
          purifier device  claims  (non-registerable products  such as  ultra-
          violet units, ozonators,  chlorine generators, others);

       -  U.S. Army Medical Bioengineering Research and Development laboratory
          (USAMBRDL),  U.S.  Army Natick  Research  and  Development  Center and
          other Army and  military  agenciesi    research  and  development for
          possible field applications?

       -  Criteria and  Standards Division,  Office  of Drinking Water  (OOW),
          EPAs  Consideration  of point-of-use technology as acceptable tech-
          nology  under  the  Primary  Drinking  Water  Regulations,-  consumer
          Information and service;
                                      N-l

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       -  Drinking  water  Research,  Watar  Engineering  Research  Laboratory
           (MHZ,), EPA; responsible for water treatment technology research;
       •  Microbiology Branch, Health Effects Research Laboratory (HERL), EPA;
          responsible  for study of  health affects related  to drinking water
          filters.
     A  number of  representatives of  the above wmtioned  agencies  provided
 excellent participation  in the task forca to develop microbiological testing
 protocols for trater purifiers.  Major participation was also  provided by the
 following:
       -  A technical representative from the Water Quality Association;
       -  A  technical representative  from the  Environmental Health  Center,
          Department of Health and Welfare of Canada; and
       •  An  associate  professor   (microbiology)   from  the  University  of
          Arizona.
 1.2  Basic Principle!                                 -               •
     1.2.1  Definition
     As set  forth  in EPA  Enforcement  Strategy  and as supported by  a Federal
 Trade Commission (FTC)  decision  (FTC v,  Sibco Products  Co., Inc.,  et  al.,
 Nov. 22,  1965),  a  unit,  in  order  to  be  called  a  microbiological  water
purlfier, must remove, kill  or inactivate all types  of disease-causing micro-
organisms from the  water,  including bacteria,  viruses and protozoan  cysts so
as to render  the processed water  safe  for drinking.   Therefore, to qualify, a
microbiological  water  purifier must treat or remove  all types of  challenge
organisms to neat specified standards.
                      •
     1.2.2  General Guide
     The standard and protocol will be a general guide and, in soee cases, nay
present only the minimum features  and  framework for  testing.  While  basic
 features of the standard and protocol have been tested, it was not feasible to
conduct full-fledged tasting for  all possible types of  units.  Consequently,
protocol users  should include pre-testing of their  units in a testing  rig,
including the sampling techniques to  be used.   Where  users of the  protocol
find good  reason to  alter  or add  to the guide  in order  to meet  specific
operational problems, to use an alternate organism or laboratory procedure, or
to  respond  to  innovative treatment  units without  decreasing  the  level  of
                                      N-2

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 testing or altering  the  intent of the protocol,  they should feel free to dc
 •o.  For example,  the OPP  Registration  Division night  find  it necessary to
 amend the  guide somewhat  for different  types of  treatment  units.  Another
 example would be ultraviolet  (U.V.)  units, which nay have specific require-
 ments in addition to the guide protocol.
      1.2.3   Performance-Based
      The standard  will be  performance-based,  utilizing  realistic worst case
 challenges  and test conditions and use of the standard shall result in water
 quality  equivalent   to  that  of  a   public  water   supply   meeting  the
 microbiological  requirements and intent of the National Primary  Drinking Water
 Regulations.
      1.2.4   Exceptions
      A microbiological  water  purifier  must  remove.  Kill  or inactivate all
 types of pathogenic organisms  if  claims  are made for any organism.  However,
 an exception  for  limited claims  may be  allowed  for units removing specific
 organisms to serve  a definable environmental  need  (i.e., cyst reduction units
 which can be used on otherwise disinfected and microbiologically safe drinking
 water,  such as  a disinfected  but  unfiltered  surface water containing cysts.
 Such units  are not  to be  called microbiological water purifiers  and should not
 be used as  sole  treatment for an untreated raw water.)
      1.2.5   Not  to  Cover  Non-Microbiological Reduction Claims
      The treatment  of water to achieve removal of a specific chemical or other
 non-microbiological substances from water will not be a part of  this standard.
 National Sanitation Foundation (NSF)  standards 42 (Aesthetic Effects)  and 53
 (Health Effects)  provide partial guides for chemical removal  and other claims
 testing.                                                  ...
      1.2.6   Construction  and Information  Exclusions
      While  the  standard  recommends  safe, responsible construction of units
 with non-toxic materials for optimum operation, all such items  and associated
 operational considerations  are excluded  as  being beyond  the   scope  of .the
 standard.   Included in the exclusion  are  materials of construction,  electrical
 and safety  aspects, design and construction details, operational instructions
.and information, and mechanical performance testing.
      1.2.7   Research Needs Excluded
                                       N-3

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     The  guide  standard and  protocol  Bust represent  a  practical  tasting
program and not  include  research recommendations.   For example,  consideration
of  mutant organisms  or differentiation  between injured and dead  organisms
would be research items  at  this  tine and not appropriate for inclusion in the
standard.
     1.2.8  Not to Consider Sabotage
     Esoteric problems which could be presented by a variety of hypothetical
terrorist (or wartime) situations,  would provide an unnecessary  complication,
and are not appropriate for inclusion in the standard.
     1.2.9  Continuity
     The guide  standard and protocol will be a living  document, subject  to
revision and updating with  the onset of new  technology  and  knowledge.   It is
recommended that the responsible authorities for  registration  and drinking
water quality  review potential needs every two  to three years  and  .reconvene
the task force upon  need or upon request from the  water quality industry,  to
review and update the standard and testing protocol. .

1.3  Treatment Units Coverage
     1.3.1  Universe of Possible Treatment Units
     A review of treatment  units that might  be  considered  as microbiological
purifiers discloses  a number of  different types  covering treatment principles
ranging  from  filtration and  chemical disinfection  to ultraviolet  light ra-
diation.
     1.3.2  Coverage of This Standard
     In view of  the  limited technical data available and in order to expedite
the work  of the task force,  the  initial  coverage  is limited,  on a priority
basis,  to three basic  types  of  microbiological water purifiers  or active
components with  their principal means of action  as follows!
     1.3.2.1  Ceramic Filtration Candles or Units (may. or
              may net contain a chemical bacteriostatic agent)
     Filtration,  and adsorption,  and chemical  anti-microbial activity  if a
chemical is included.
     1.3.2.2  Halogenated Resins and Units
                                      N-4

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     Chemical  disinfection  and   possibly  filtration.    (Not**    While  not
included in this guide  standard,  halogen products for disinfection or system*
using halogen  addition and  fin*  filtration may  be  tasted using many  of its.
•laments, i.e., test water parameters, microbiological challenge and reduction
requirements, analytical techniques and other pertinent elements.)
     1.3.2.3  Ultraviolet (17V) Unit*
     UV Irradiation with possible add-on treatment for adsorption and filtra-
tion (not applicable to UV units  for  treating potable water from public water
aupply systems).
     1,3.3  Applicationof Principle* toOther Onits
     While only three types of units are covered  in this standard, the princi-
ples and approaches outlined should provide an initial guide  for the testing
of any of a number of other types of units and/or systems for the microbiolog-
ical purification of contaminated water.
                                      M-5

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                         2,  gmFORMANOe RtpOIIIEHEHTS

 2.1  Microbiological Water Purifier
     in  order to make  the claim  of "microbiological water  purifier,"  units
 must be tested and demonstrated to meet the microbiological reduction require-
 meats  of Table  1  according  to the  test procedures  described  in  Section 3
 (Appendix N-l) for the- specific type of unit involved.

 2.2  Chemical Health Limits
     Where silver or some other pesticidal  ehsnical is used in  a unit, that
 chemical concentration  in the effluent water must meet any  national Primary
 Drinking Water Maximum  Contaminant Level  (MCL), additional Federal guidelines
 or otherwise  be  demonstrated not  to  constitute a threat to  health  from con-
 sumption or contact where no MCL exists.
                                       *
 2.3  Stability of festicidal Chemical
     Where a pesticidal chemical is  used  in the treatment unit, the stability
 of the  chemical  for disinfectant  effectiveness should be sufficient  for the
potential shelf life and the projected use life of the unit based on manufac-
 turer's  data.   Where stability cannot be assured  from historical data and
 information,  additional tests will be required.

 2.4  Performance Limitations
     2.4.1  Bffeetive Lifetime
     The manufacturer must provide an explicit indication  or assurance of the
unit's effective use lifetime  to  warn the  consumer of potential  diminished
treatment capability either through:
     a.   Having the unit terminate discharge of treated water, or
     b.   Sounding an alarm, or
     c.   Providing simple,  explicit  instruction  for servicing  or  replacing
          units within the recommended use life (measurable in terms of volume
          throughput, specific time frame or other appropriate' method).
     2.4.2  Limitation on Use of Iodine
                                      N-6

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     EPA policy  initially developed in 1973  and reaffirmed in 1982  (memo  of
March 3, 1982  from J. A. Cotruvo to 6. A. Jones,  subjects   "Policy  on Xodirif
Disinfection") is  that  iodine  disinfection is  acceptable  for short-term  or
limited or emergency  use but  that it is not  recommended  for long-term  or
routine community water supply application where iodine-containing species may
remain in the drinking water.
                                      N-?

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              3;  MICROBIOLOGICAL MATES PURIFIER TEST PROCEDURES

3.1  Purpose
     These tests  are performed on ceramic  filtration candles or units, halo-  •
                                                                                    -z'* -
genated resins and  twits and ultraviolet (UV) units in order to substantiate      ""
their microbiological removal  capabilities  over  the effective use life of the
purifier as  defined in fable  1 and,  where  a pestieidal chemical  is used, to      ~'
determine  that  said  chemical is  not present  in  the  effluent -at excessive
levels (see Section 3.5.3.4, Appendix N).

3.2  Apparatus                   '                     .
     Three production  units of a  type are  to  be  tested,  simultaneously, if
feasible; otherwise, in a manner as similar to that as possible.
     Design of the testing  rig jmist parallel and simulate projected field use*
conditions.  For  plumbed-in units a  guide  for  design of the test rig may be
taken from "Figure 1:  Test Apparatus-Schematic" (p. A-2 of Standard Number S3
•Drinking  Water  Treatment  Units  —  Health Effects,"  National  Sanitation
Foundation).  Otherwise, the  test  rig must be designed  to  simulate field use
conditions (worst case) for the unit to be tested.                              '    ^r
                                                                                    -&t> r,'
                                                                                    **•*«•
3.3  Test Waters — Non-Microbiological Parameters          .   .                     _
     •	     "      ""	                                  '                          '*3SR-
     In addition  to  the  microbiological influent challenges,'the various test      r,
waters will be  constituted  with  chemical  and physical characteristics as  •
follows,!
                       *
     3.3.1  TestWater tl (General TestWater)
     This water is  Intended for the normal non-stressed (non-challenge) phase
of testing  for all  units  and shall  have specific characteristics which may
easily be  obtained  by  the adjustment  of many  public  system  tap waters, as
follows:
     a.   It shall be free of  any chlorine or other disinfectant residual;
     b.   pH — 6,5 - 8.5?
     c.   Total Organic Carbon (TOC) 0.1 - 5.0 mg/L;
     d.   Turbidity 0.1-5 NTU;
                                      N-8

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      e.   Temperature 20 C "5 C;  and
      f.   Total Dissolved Solids (TDS)  50 - 500 mg/L.
      3.3.2  Test Water »2 (Challenge Test Water/Halogen  Disinfection)
      This water is intended for the  stressed challenge phase of testing where
 units involve halogen disinfectants  (halogen resins or other units) and shall
 have the following specific characteristics:
      a.   Free of chlorine or other disinfectant residual;
      b.   (1)   pH 9.0 '  .2,  and
           (2)   for iodine-based units  a  pH of  5.0  '  .2 (current information
           indicates that  the  low  pH will  be  the most  severe  test for virus
           reduction by iodine disinfection);
      c.   Total Organic  Carbon (TOC)  not  less than 10 ng/L;
      d.   Turbidity not  less than  30 NTU;
      e.   Temperature 4  C *  1  C; and
      f.    Total Dissolved Solids  (TDS)  1,500 mg/L *  150 ng/L.
      3.3.3 Test Water #3 (Challenge Test Water/Ceramic Candle
            or Units  With or Without Silver Impregnation)	
      This  water is intended for the stressed  challenge phase  of testing for
the  indicated units but  not for such  units when impregnated  with  a halogen
disinfectant  (for the latter,  use Test  Water #2).  It shall have the following
specific characteristics:
      a.    It shall be  free of  any chlorine  or other  disinfectant residual;
     b.   pH 9.0 "  .2;
      c.   Total  Organic Carbon (TOC)  ~ not less than 10 mg/L;
     d.   Turbidity ~ not less than  30 NTU;
     e.   Temperature 4 C .*  1C; and
     f.   Total Dissolved  Solids (TDS)  — 1,500  mg/L ' 150 mg/L.
     3.3.4  Test Water »4  (Challenge Test Water  for  Ultraviolet Units)
     This water is intended  for the stressed phase of testing for UV units and
shall have the following  specific characteristics:
                                      N-9

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     a.   Fr*« of chlorine or other disinfectant residual;

     b.   pH 6.5 - S.Si

     c.   Total Organic Carbon (TOC) -- not less than 10 mg/L;

     «J.   turbidity — not !«*« than 30 NTOj                                       ~

     «.   Temperature 4 C * 1 C;                      .                         .    :SR_

     t.   Total Dissolved Solids (TDS) — 1,500 »f/l * ISO ag/Lf~

     9.   Color U.V,  absorption (absorption  at 254  no)  —  Sufficient  para-
          hydroxybenzoic acid (PHBH) to be just below the trigger point of the
          warning alarm on the U.V. unit.  (Note that Section 3.S.1.1 provides
          an alternative of adjusting the U.v. lamp electronically, especially
          when the U.V. lamp is preceded by activated carbon treatment.)

     3.3.5  Teat Water «S (leaching Test Water for Units Containing Silver?

     This water is  intended for stressed leaching tests of  units containing

silver to assure  that excess levels  of silver will  not  be leached  into  the

drinking water.  It shall have the following specific characteristics:
     a.   Free of chlorine or other disinfectant residual;
                                                                                  *
     b.   pH — 5.0 * 0.2;                '                                         _

     c.   Total Organic Carbon (TOC) — approximately 1.0 mg/Li       •        '     ~*T

     d.   Turbidity — 0.1 - 5 NTOj        •'           ,                           ^

     e.   Temperature — 20 C '  5 Cj and •                                          ~"~

     f.   Total Dissolved Solids -(TDS) —25 - 100 mg/L.
                      *
    ' 3«3»6  Recommended Materialsfor Adjusting Test Water Characteristics

     a.   pHj   inorganic acids or basea (i.e., Hd, NaOH);

     b.   Total Organic Carbon (TOC):   huaic acids; .

     c,   Turbidity:  A.C. Fine  Test Dust (Park Mo. 1543094)

               fromi     JUC. Spark Plug Division
                         General Motors Corporation
                         1300 North Dort Highway
                         Flint,  Michigan 48556;

     d.   Total Dissolved Solids (TDS)s  sea  salts, Sigma Chemical  Co.,  S9883
          (St.  Louis,MO)  or another equivalent source of TDS;
                                     N-10

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     •.   Color  U.V.,  Absorptiont   p-hydroxybenzoic  acid  (grade:   general
          purpose reagent).

3.4  Analytical Methods
     3.4.1  Microbiological Methods

     Methods in this section are  considered  "state-of-the-art" at the tine  of

it* preparation and subsequent improvements  should be  expected.  Methods  used

for microbiological analyses should be compatible with and  equal to or better
than those given below.

     3.4.1.1  Bacterial Tests
     a.   Chosen Organisms   Klebsiella terrigena (ATCC-33257).

     b.   Method of Production:   Test organism will be prepared by overnight
          growth in nutrient broth or equivalent to Obtain the  organism in the
          stationary  growth  phase  (References   Asburg,  E.D.,  Methods  of
          Testing Sanitizers and  iacteriostatic  Substances  Int  Disinfection,
          Sterilization and Preservation, Seymour S. Slock,  ed.f pp.  964-980,
          19833.The organism will be collected by  centrifugation and washed
          three times in phosphate buffered saline before use.  Alternatively,
          the organisms  may be  grown overnight on nutrient  agar  slants  or
          equivalent  and  washed  from  the  slants  with  phosphate  buffered
          saline.  The suspensions should be filtered  through  sterile Whatman
          Number 2  filter   paper  (or equivalent)  to remove  any  bacterial
          clumps.  New batches of organisms oust be prepared daily for use  in
          challenge testing.

     c.   State of  Organismi   Organisms  in  the stationary  growth  phase and
        .  suspended in phosphate buffered saline will be  used.

     d.   Assay Techniques:  Assay may be by the spread plate, pour plate  or
          membrane filter technique on nutrient  agar,  M.F.C. or m-Endo medium
          (Standard Methods for the Examination  ofWater  and Wastewater,  16th
          edition,  1985,  APHA).   Each  sample  dilution  will  be  assayed  in
          triplicate.

     3.4.1.2  Virus Tests
     a.   Chosen Organisms:  foliovirus  type 1  (LSc)  (ATCC-VH-59),  and lota-
          virus Strain SA-11 {ATCC-VR-899)  or WA {ATCC-VR-20183.

     b.   Method  of Production!   All stocks  should  be  grown  by  a method
          described by Smith and  Gerba (in Methods  in  Environmental Virology,
          pp. 15-47, 1982)  and purified by the procedure of  Sharp, et al.
          (Appl. Microbiol.,  29:94-101,  1975),  or similar procedure (lerman
          and Hoff, Appl.   Environ.  Microbiol., 48«317-323, 1984),  as  these
          methods will produce largely monodispersed virion particles.
                                     N-ll

-------
        c.   State of the  Organism   Preparation procedure will largely produce
             monodispersed particles.

*       d.   Assay Techniques!  Pollovirus type 1 may be  grown in the BGM, MA-104
             or other cell line which will support the growth  of this virus.  The
             rotaviruMs -are  best frown  in the  MA-104  cell  line.   Since both
             viruses can be assayed on the HA-104 cell line, a challenge test nay
             consist of  equal amount* of  both viruses as a  mixture  (i.e., the
             mixture must contain at  least  1.0 x 10 /ml  of each virus)%  Assays
             nay be as plaque forming units (PFU) or as inminofluorescence foci
             (ID   {Sidth and Gerba,  ini   Methods  in  Environmental  Virology.
             pp. 15-47,  1982).  Each dilution will be assayed  in triplicate.

        3.4.1.3  Cyst Tests

        a.   Chosen Organism

             1.    Gjardia_lamblia or the related organism, Giardia nuris, nay be
                  used as the  challenge cyst.       '        ——————

             2.    Where  filtration is involved, tests with 4-6 micron spheres or
                  particles have been found to  be satisfactory and nay be used as
                  a substitute for tests of occlusion using  live organisms (see
                  Table  1).   Spheres  or  particles nay only be used to evaluate
                  filtration efficacy.  Disinfection efficacy can only be evalu-
                  ated with the use of viable Giardia cysts.

        b.   Method of Production:  Giardia muris  may be produced in laboratory
             mice  and  Giardia  lamblia may be  produced in  Mongolian gerbils;
             inactivation results  based  on excystation  measurements  correlate-
             well with animal  infactivity results.

        c.   State of  the  Organisms   Organisms  nay be  separated from  fecal
             material by  the  procedure  described  by  Sauch  (Appl.  Environ.
             Microbiol.,  48:454-455,  1984)  or  by  the  procedure  described  by
             iinghaa,  et al. CExp.  Parasitol.,  47:284-281,  1979).
                         *

        d.   Assay Techniquest  Cysts are first reconcentrated  (500 ml., minimum
             sample size)  according to  the method  of Rice,  Hoff  and Schaefer
             (Appl. Environ.  Microbiol.,  43»250-251, 1982).  The excystation
             method described  by Schaefer,  et  al.   (Trans.,  Royal Soc. of Trpp.
             Med.  c  Hyg. 78:795-800,  1984)  shall  be used to evaluate Giardia
             nuris cyst  viability.   For Ciardia  lamblia cysts, the excystation
             method described  by Bingham and Meyer (Nature, 277«301-302, 1979) or
             Rice and Schaefer  (J.  Clin.  Microbiol., 14«709-710,  1981)  shall be
             used.   Cyst viability may  also be  determined  by an  assay method
             involving the  counting  of trophozoites  as well as  intact  cysts
             (Binghaa, et al., Exp.  Parasitol., 47:284-291, 1979).

        3.4.2 Chemical  and  Physical Methods
                                        N-12

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     All physical and eheMcal analyses shall be conducted  in accordance with

procedure* in  Standard  Method* for the ExaminationofWater  and  Wastewater,

16th Edition, American Public Health Association,  or equivalent.


3.5  Test Procedures
     3.5.1  Procedure - Plumbed-in Units

     a.   1.   Install three production units of  a type as shown  in  Figure 1
               and  condition each  unit  prior  to  the  start  of .the  test  in
               accordance with the  manufacturer's  instructions with  the test
               water without the addition of  the test contaminant.  Measure
               the flow rate through  each  unit.  The unit shall be tested  at
               the  maximum  system pressure  of  60 psig static and flow rate
               will not be artificially controlled.

          2.   Test waters shall have the defined characteristics continuously
               except for test waters 2,  3  and 4  with respect  to turbidity.
               The background non-sampling turbidity  level  will  be maintained
               at  0.1-5 NTU but  the turbidity  shall be  increased . to the
               challenge  level  of  not  less  than  30 NTU  in  the  following
               manner:

                 -  In the "on" period(s>  prior to the sampling "on" period.

                 -  In the sampling "on" period when  the  sample  actually will
                    be taken.  (Note:  at least 10 unit void volumes of  the  30
                    NTU water  shall  pass  through  the unit  prior to  actual
                    sampling  so  as  to provide adequate seasoning and  uni-
                    formity before sample collection.) .

     b.   1.   Use  appropriate techniques of   dilution and insure continual
               mixing to prepare a challenge solution containing the bacterial
               contaminant.    Then  spike   test  water continuously with the
               influent concentration specified in Table 1.

          2.   Use  appropriate  techniques to prepare concentrated virus and
               Giardia suspensions.  Feed these suspensions into the  influent
               stream so as  to achieve the  influent  concentrations specified
               in Table 1 in the following Banner i  '

                 -  In the "on" period(s)  prior to the sampling "oh* period.

                 -  In the sampling "on" period when  the  sample  actually will
                    be taken,  (note:  at least 10 unit void volumes of  seeded
                    water shall pass through the unit prior to sampling so  as
                    to provide adequate seasoning and uniformity before  sample
                    collection.}
                                     N-13

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     c.   Purge the system of the uncontaminated water with a sufficient flow
          of contaminated test water.   Start  an operating cycle of 10 percent
          on, 90 percent off with a 15 to 40 minute cycle (Exapplet  3 minutes
          on, 27 minutes  off.)  with the contaminated test water.   This  cycle
          shall be continued for not more than 16 hours per day (minimum daily
          rest period of 8 hours),  The total program shall extend to 100% of
          estimated volume capacity for halogenated  resins  or units  and  for
          10-1/2 days for ceramic candles or units and U*V. units.

     d.   Sampling:  Samples of  influent and  effluent water  at  the specified
          sampling points shall  be collected  as  shown below for  the various
          units; these  are minimum sampling plans  which may be  increased in
          number by the  investigator.   All   samples  shall  be collected  in
          duplicate from the flowing water during the sampling "on* portion of
          the cycle and they shall be one "unit void  volume* in quantity  (or
          of  appropriate  quantity  for analysis)   and  represent  worst  case
          challenge conditions.  Effluent samples shall  usually  be collected
          near the  middle of the  sampling "on" period (or the whole volume
          during one "on" period)  except for  samples  following  the specified
          •stagnation" periods,  for which sampling shall be. conducted on  the
          first water volume out of the  unit. Each sample will  be  taken in
          duplicate and shall be   retained  and  appropriately  preserved,  if
          required, for chemical  or  microbiological  analysis  in the  event
          verification is required.   (For units where  the volume  of  a single
          "on" period is insufficient  for the required analysis, samples from
          successive "on"  periods may be accumulated until a sufficient volume
          has been collected.)

l(a).  Sampling Plant   Halogenated Resins or Units (Non-iodine Based)
                                                       Tests
Test Point
(% of Estimated
Capacity)

Start
  25%
  S0%
After 48 hours
  stagnation
               Influent
               Background
General
Active
Agent/
Residual

   X
   X
   X
Microbiological

       X
       X
       X
  60%
  75%
After 48 hours
  stagnation
  100%
Chal-
lenge
pH -
9.0 • 0.2
   X
   X

   X
   X
       X
       X

       X
       X
Kb).  Sampling Plans  lodinated Resins or Units
                                     M-14

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                                                       Tests
fast Point
(% of Estimated
Capacity)

Start
  25%
  50%
Af t«r 48 hours
  stagnation
               Influent
               Background
General
Active
Agent/
Residual

   X
   X
   X
Microbiological

       X
       X
       X
  601
  75%
After 48 hours
  stagnation
Chal-
lenge
pH -
9.0 " 0.2
   X
   X
       X
       X
  90%
 100%
After 48 hours
  stagnation
Chal-
lenge
pH -
5.0 * 0.2
   X
   X
       X
       X
2.  Sampling Plan:  Ceramic Candles or Units and U.V. Units
                                                       Tests
TestPoint

Start
Bay 3  (middle)
Day 6  (middle)
After 48 hours
  stagnation
                         Influent
                         Background
          General
               Microbiological

                      X
                      X
                      X
Day 7  (middle)
Day 8  (near end)
After 48 hours
  stagnation
Day 10-1/2
          Chal-
          lenge
                      X
                      X

                      X
                      X
(Notei  All days are "running days" and exclude stagnation periods.  When
the units contain silver, a leaching test shall be conducted as shown in  •
Section 3.5.1.6 and silver residual will be measured at each microbiological
sampling point.)
                                     N-15

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          teaching  Tests  for  Silverized  Units:   Where  the  unit  contains
          silver, additional  tests  utilizing Test Water 15 will be  conducted
          as followsi

                                                  Tests
                                   Influent
Test Point                         Background               Silver/Residual

Start                                  X              .            X         '
Day 2                                                             X
After 48 hours
  stagnation                                                      X


     f.   Alternate Sailing Plans:

          1.   Since some laboratories  may find it inconvenient to test  some
               units on  a 16  hour on/0  hour off cycle,  two alternates are
               recognized:

                 -  Go to a  shorter operational day but lengthen  the days  of
                    test proportionally     •                            •

                 *  Use up to  20 percent "on"/80 percent "off" for a propor-
                    tionally shorter operational day

          2.   Sampling points must be appropriately adjusted in any alternate
               sampling plan.

     g.   Application  of Test  Waters:   The application  of  test waters  is
          designed to provide information on performance under both normal and
          stressed conditions;  it  should be the  same  or  equivalent  to the
          following:

          1.   a..   Halogenated Resins or Units (Non-iodine based) —
                      •                   .                       . .
                    First 50% of test period:     Test Water 1 (General)
                    Last 50% of test period:      Test Water 2 (Challenge)
                                                  (pH -  9.0 * 0.2)

               b.   lodinated Resins or Units —

                    First 50% of test period;     Test Water 1 (General)
                    Next 25% of test period:      Test Water 2 (Challenge)
                                                  (pH -  9.0 ' 0.2)
                    Last 25% of test period:      Test Water 2 (Challenge)
                                                  (but with pH - 5.0 ' 0.2)

          2.   Ceramic Candles or Units —

               First 6 days of testing:          'Test Water 1 (General)
                                     N-16

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          Lest 4-1/2 days of testingi        fest Water 3 {Challenge}

     3.   Ultraviolet (U.V.) Onits —

          First 6 days of testing:           Test Water 1 (General)
          Last 4-1/2 days of testings        Test Water 4 (Challenge}

h.   Analyses and monitoring:

     1.   Microbiological sampling and analysis shall be conducted of  the
          specified  influent and  effluent  sampling  points  during each
          indicated sampling period.

     2.   Test Water Monitoringi   The specified parameters of the various
          test waters (see  Section  3.3) will be  measured and recorded at
          each microbiological saapling  pointj the  specified parameters
          will be  measured  at least  once on non-sampling days  when  the
          units are being operated.

     3.   Background chemical  analyses of influent  watsr shall  be con-
          ducted  at least  once   at the  start of  each  test j»eried  to
          determine the  concentration of the U.S. 1PA  primary inorganic
          contaminants,  secondary contaminants  and  routine  water  para-
          meters, not otherwise covered in the described test waters.

     4.   In addition, quality assurance testing shall be  conducted  for
          the seed  bacteria under environmental conditions  on the  first
          and last days of testing to make sure that there is no signifi-
          cant change  over the test day.   Populations will be measured
          (for example, as dispersed in the supply tank} at the beginning
          and end  of the test day  to detect possible incidental effects
          such as  proliferation,  die-off, adsorption to surfaces, etc.
          Relatively stable  bacterial seed  populations are  essential to
          an acceptable test program.

     5.   When a .unit contains  a  halogen  or silver,  the  active  agent
          residual will be measured in the effluent at each microbiologi-
          cal test  (sampling} point.

     6.   Silver will additionally  be measured three times  in the efflu-
          ent as specified in Section 3.5.I.e.

i.   Neutralization  of  Disinfection  Activity!   Immediately  after  col-
     lection, each test sample must be  treated to  neutralize residual
     disinfectant.  For halogen-  and silver-based disinfectants this  may
     be  done  by   addition  of   thioglycollate-thiosulfate  neutralizer
     solution (Chambers, et al.,  3. Amer. Water Works Assoc., 54:208*216,
     1962}.   This  solution  should  be prepared  daily.   All  results  are
     invalid unless .samples are neutralized immediately upon collection.

j.   Special Provisions for Ceramic Candles or Units:
                                N-17

-------
     1.   frevisions  for slow  flowi  Ceramic  units s*y  be subject  to
          clogging  and greatly reduced  flow over  the  test period.   An
          attempt  should  be  made  to  maintain  'manufacturer  rated  or
          claimed  flow rates,  but  even at reduced  flows the  stapling
          program set forth in Section 3.5.1.d.2 shall be maintained.

     2.   Cleaning of  ceramic unitsi  Units should be  cleaned  according
          to  manufacturer's  directions.   Two  cleanings  should  occur
          during  the  period of  test   (in  order  to prove  the  unit's
          durability through  the  cleaning procedure).   However,  near the
          time  of  microbiological   sampling,  the  units  should  not  be
          cleaned until  after the sampling,  further,  no anti-microbial
          chemical  (for  cleaning or sanitising)  nay be applied  to  the
          units during the  test period unless the manufacturer  specifies
          the same as part of routine maintenance.

k.   Ralogenated units or U.V. units with mechanical filtration  processes
     separate from the microbiological disinfection components shall have
     the  mechanical  filtration  components  replaced or  serviced  when
     significant flow reduction  (clogging)  occurs in accordance  with the
     manufacturer's instructions in order to maintain the test flow rate.
     Units with  non-removable mechanical  filtration components will  be
     run  until flow  is  below  that  considered acceptable  for  consumer
     convenience.   (If  premature  clogging  presents  a  problem,  some
     specialized units may require a customized test plan.)

1.   Special Provisions for Ultraviolet  (U.v.) units:

     1.   The units will be adequately challenged by the prescribed test.
          watersi consequently they will be operated at normal intensity.
          However,  where the  U.V.  treatment component  is preceded  by
          activated carbon  treatment,  the output of the U.V. lamp shall
          be adjusted electronically,  such as by  reducing the current to
          the lamp or other appropriate means, to be Just above  the alarm
          point,  this option shall be available for use under other U.V.
          configurations, at  the choice  of the persons  responsible  for
          testing, as  an alternative to the use of  the U.V.  absorbent,
          p~hydroxybenzolc acid.

     2.   Fail/safe:  Units will provide and will be tested for fall/safe
          warnings  in  the event  of water  quality changes  or  equipment
          failures which may interfere with its microbiological  purifica-
          tion function.

     3.   Cleaning!  Manufacturer's  guidance  with  respect to  cleaning
          will be followed.

3.S.2 .Procedures  iion-PluabedUnits
a.   General:  The basic procedures  given in Section 3.5.1 shall be used
     with necessary adaptations  to  allow for the  specific design  of the
                                N-18

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          unit.'  In  any event, the  testing procedures shall  provide • test
          challenge equivalent to those for plunbed-in units.               • .
                                                                             •       .
     b.   Test conditions and apparatus should be adapted to reflect proposed
          or  actual  use  conditions  in  consultation with  the manufacturer,
          including flow rate and  number  of people to be served per day.  In
          some cases  variable flow  or other non-standard  conditions  may be      ^
          necessary to reflect a worst-case test.                                   ^

     3.5.3  Acceptance and Records                                               •  1*$"

     3.5.3.1
     To qualify  as  a microbiological water purifier, all  three production

units of a type must continuously meet or exceed the reduction  requirements of

Table 1, within allowable measurement tolerances for not more than ten  percent

of influent/effluent sample pairs, defined as followst


          Virus:         one order of magnitude           **
          Bacteriat      one order of magnitude
          Cysts:         one/half order of magnitude

     The geometric mean of  all microbiological  reductions must meet or exceed

the requirements of Table 1.  An example is given as follows:

                                                                                   •*k»
       -  Unit!  iodinated resin.

       -  Number of sample pairs over the completed test program:
          10 per unit — 3 units - 30.                      .

       -  Number of  allowable sample  pairs where  log reduction  is  insuffi-  •
          cient:  10% of 30 - 3 sample pairs.
                       •
       -  Allowable minimum log reductions in these 3 pairs:

               Bacteria  -  5 log                     „•
               Virus     -  3 log                                          .
               Cyst      -  2-1/2  log

       -  Conclusion:   If  the geometric mean  of  all reductions  meets  or
          exceeds  the  requirements of  Table 1,  the  indicated  insufficient
          sample pairs will be allowed.

     3.5.3.2  Records
                                      K-19

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     Ml pertinent procedures,and data  shall b* recorded in a standard format
and retained  for possible review until the report  of rectalts has been  com-
pletely accepted by review authorities, in no ease for less than a year.
     3.5.3.3  Scaling tip or Down                 '             '  •
     Where  a  manufacturer  has several similar  units using  the same basic
technology  and  parallel  construction  and operation,  it nay  sometimes  be
appropriate to allow the  test of one unit to be considered representative of
others,   where any  serious  doubt  exists, all  units of  various sizes  nay
require testing,   A  "rule  of three"  is suggested  as a matter  of  Judgment.
Scaling up to three  times larger or on-third, based  on the size  of either the
test unit or of its operative element, nay be allowed.  However,  for UV units,
any size  scale-up must be accompanied by a parallel increase  in  radiation
dose.
     3.5.3.4                   »
     where silver or some other chemical is used in the unit, concentrations
in the effluent  water must meet any  National Primary  Drinking  water Maximum
Contaminant Level (MCL),  additional Federal guidelines, or otherwise  must not
constitute a threat to health where no MCI. exists.
                                     N-20

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                                 APPENDIX N-l

           SUMMARY FOR BASIS OF STANDARDS AND TEST HATER PARAMETERS

                                                      *
A.   Microbiological Reduction Requirements

     1.   Bacteria

               Current standards  for the  microbiological  safety of  drinking
          water  are baaed  on  the presence  of  colifora bacteria  of  which
          Xlebsiella is  a Member.  Menders of  the genus Klebsiella  are also
          potentialpathogens of man (Vlassof, 19??}.  Klebsiella tarrigena is
          designated  as   the  test  organism  since it  is conmonly  found  in
          surface waters  (Izard, et al., 1981).  -.

               Experience with  the use of  colifora  bacteria to estimate  the
          presence of  enteric bacterial pathogens in drinking water as per-
          formed over the last  75 years indicates a high degree of reliabil-
          ity.  Required  testing  of more than one bacterial pathogen appears
          unjustified  since  viral and Giardia  testing  will  be required.
          Enteric viruses and Giardia are known to be more resistant to  consnon
          disinfectants than enteric bacterial pathogens and viruses  are more
          resistant to  removal by  treatments such  as filtration. Thus,  any
          treatment which would give a  good removal  of both virus  and Giardia
          pathogens would most likely  reduce enteric bacteria below  levels
          considered infectious (Jarroll, et al., 1981; Liu,  et al., 1971).

               The concentration of coliform bacteria in raw sewage is approx-
          imately 10 /100 ml.   Concentrations in polluted stream waters have
          been found to exceed 10  per 100 ml (Gulp,  et al.,  1978,  fable 10).

               Based on the over  10 /100 ml concentrations observed in  highly
          polluted stream water and a  target effluent concentration of less
          than 1/100 ml,  a 6 log reduction is recommended.

     2. .  Virus

               In the United States concentrations of enteroviruses are esti-
          mated to range from 10  -10 /liter in raw sewage  (Farrah  and Schaub,
          1971}.  Based  on  this  observation it  is  estimated  that natural
          waters  contaminated  with raw sewage may  contain from  10   to '10
          enteric viruses per liter.

               There are currently no standards  for  viruses in drinking water
          in the  United  States.   However,  EPA has proposed a  non-enforceable
          health-based recommended  maximum contaminant  level  (RMCL)  of  zero
          for viruses (EPA,  1985).  Several individuals and organizations have
          developed guidelines  for  the presence of viruses in  drinking water
          and various experts have proposed standards  (WHO, 1979,  1984;  Berg,
          19711 Melnick,  1976).   It  has  generally  been  felt that  drinking
                                     N-21

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     water should  be free of  infectious virus since  even one virus  is
     potentially infectious and suggested standards are largely based  on
     technological  limits  of  our  detection  methodology.    Guidelines
     suggested  by  the  World  Health  Organization  (1984)   and  others
     reconnend that  volumes to be  tested be in  the  order of -100-1,000
     liters and that viruses be absent in these volumes.

          Assuming a target effluent level of less  than, one virus in 100
     liters of water and a concentration of  10  enteric viruses in 100
     liters  of  sewage-contaminated waters,  the  water  purifier  units
     should achieve at least 4 logs of virus removal.

          The relative  resistance of  enteric  viruses to  different dis-
     infectants varies greatly  among the enteric viruses  and even  among
     members of the same group (i.e., enteroviruses).   For example,  while
     f2 coliphage is one of the most resistant viruses to inactivation  by
     chlorine it is one of the  most susceptible to  inactivation by  ozone
     (Harakeh and Butler, 1984).  Ionic conditions and pH can  also affect
     the  relative resistance  of  different viruses   to  a disinfectant
     (Engelbrecht, et al.r  I960).  On  this  basis it  is  felt that more
     than one enteric  virus should  be tested  to ensure the  efficacy  of
     any disinfection system.  Pollovirus type  1  (Strain  LSc) was chosen
     as one of the test viruses because it has been  extensively used .in
     disinfection  and  environmental  studies -as representative  of the
     enterovirus  family.   It  is  recognized that  it  is not  the most
     resistant virus to inactivation by chlorine, but  is  still resistant
     enough to serve as a useful indicator.   Botavirus is selected as the
     second  test enteric  virus  since it  represents another  group  of
     enteric viruses in nucleic acid composition and  size. It is also a
     major cause of  viral gastroenteritis and  has  been documented as  a
     cause of  water borne  gastroenteritis  (Gerba,  et al«,  1985).  The
     human rotavirus or the  similar Simian  rotavirus may be used in the
     test procedure.   A net  4-log  reduction  for a  joint challenge  of
     1 x 10 /L each for poliovirus and rotavirus is recommended.

3.   Cysts (Protoaoan)

          Over the past  several years, giardiasis has consistently been
     one of the most frequently reported waterborne diseases  transmitted
     by drinking water  in the  United  States  (Craun, 1984).   EPA has
     proposed a RMCL of zero for Giardia (EPA,  1985}.   Its occurrence has
     generally been  associated with   treatment  deficiencies including
     either inadequate or  no filtration.  Ciardiasis has  not been  known
     to occur from drinking water  produced  by well-operated  filtration
     treatment plants.   De ffalle, et al. (1984), in a  study of filtration
     treatment plant efficiencies, cited percent removals  for Giardia  in
     pilot plant tests as follows:

       -  Sapid  filtration with coagulation-sedimentations  96.6-99.9%;

       -  Direct fiitration with coagulations-  95.9-99.9%.
                                N-22

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               From . this  research and  from  the lack  of  Ciardia CAMS  in
          systems where  adequate  filtration exists,  a 3-lof (§9.9%) reduction
          requirement  ic  considered  to be conservative  and  to  provide  a
          comparable   level  of   protection   for  water   purifiers   to.'a
          well-operated  filtration treatment plant.

               Data on environmental  levels for cysts  in natural waters  is
          limited  because  of  the  difficulties of sampling  and  analysis.
          Unpublished data indicate very low levels from less than 1/L to less
          than 10/1..  Here a 3-log reduction would provide an effluent  of less
          than 1/100 L,  comparable to the'reeoananded virus reduction require-
          ments.                                »

               Either Giardia lamblia  or the related organism,  Ciardia muris.
          which is reported to be a  satisfactory" test organism (Hoff,  •tfaiT,
          1985), aay be  used as.  the challenge organism.  Tests will  be  con-
          ducted with  a challenge of 10    organisms  per liter  for  a  3-log
          reduction*

               Where the treatment unit or component for cysts is based on the
          principle of occlusion  filtration alone, testing for a 3-log reduc-
          tion of 4-6 micron particles or spheres (national Sanitation  Founda-
          tion Standard  S3, as an example)  is acceptable.  Difficulties in the
          cyst  production  and measurement  technologies  by  lesser-equipped
          laboratories may require the  use of such alternative tests  where
          applicable.

8.   MicrobiologicalPurifier Test Procedures

     1.   Test Waters

          a.   The general test  water  {test  water  11)  is  designed  for  the
               normal, non-stressed phase of testing with characteristics that
               may easily be obtained  by the adjustment  of many public system
               tap waters.

          b.   test water 12  is  Intended  for  the stressed phase  of  testing
               where units involve halogen disinfectants.

               1.   Since  the  disinfection  activity of  some  halogens  falls
                    with  a rising pH,  it  is important  to stress test at  an
                    elevated pH.   fhe  recommended level of 9.0  *  0*2,  while
                    exceeding the recommended  secondary level  (Environmental
                    Protection Agency, 1984)  is still within a range  seen  in
                    some  natural  waters   (Environmental  Protection  Agency,
                    1976).  However, for iodine-based units, a  second  stress-
                    ful  condition is  provided  ~  a  pH  of. 5.0 * 0.2  since
                    current  information   indicates   that   the   disinfection
                    activity of iodine falls with a  low  pH (National Research
                    Council, 1980).  While  beneath  the  recommended secondary
                    level  (Environmental Protection  Agency,  1984), a pH of 5.0
                                     K-23

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     is not unusual in natural waters (Environmental Protection
     Agency, 1976).

2.   Organic matter  as  total organic carbon  (TOC)  is  known  to
     interfere  with  halogen disinfection.  While this TOC  is
     higher than  levels  in many natural waters,  the designated
     concentration of 10  mg/L  is cited  as typical in  stream
     waters (Culp/Wesner/Culp, 1978).

3.   High concentrations of turbidity can shield microorganisms
     and  interfere with  disinfection.   While the  recommended
     level of not less than 30  NTU  is in the  range' of turbidi-
     ties seen in secondary wastewater effluents, this level  is
     also  found  in  many  surface  waters,  especially  during
     periods of heavy rainfall and snow melt  (Culp/Wesner/Culp,
     1978).

4.   Studies with Giardia cysts have shown decreasing halogen
     disinfection activity with  lower  temperatures   (Jarroll,
     •t al.,  1980);   4  C,  a common  low  temperature  in  many
     natural waters, is recommended for the stress test.

5.   The  amount  of  dissolved  solids   (TDS)  may  impact  the
     disinfection effectiveness of units that rely on displace-
     able or exchange elements by displacement  of  halogens  or
     resins, or  it  may  interfere  with  adsorptive processes.
     While TDS  levels of 10,000 mg/L are  considered  unusable
     for drinking, many  supplies with over 2,000 mg/L  are,used.
     for  potable  purposes  (Environmental  Protection . Agency,
     1984).  The  recommended level of 1,500  mg/L represents a
     realistic stress challenge.

Test water 13 is  intended for the stressed phase of testing  of
ceramic  filtration  candles  or  units  with  or  without  silver
impregnation.
       i
1.   Since viruses are typically eluted from adsorbing media at
     high pNs (Environmental Protection Agency, 1978) it may be
     concluded  that  a high pH will provide the  most stressful
     testing for  a  ceramic-type  unit;  consequently,  the  high
     natural water pff of 9.0 is recommended.

2*   Expert  opinion  also  holds that  organic  material  will
     interfere with  adsorption  of viruses.  Thus, a high total
     organic carbon  level of not less  than 10  mg/L  is recom-
     mended.

3.   Turbidity  may  enhance  the  entrapment "and  removal  of
     microorganisms   but   it  also  may  stimulate   "short-
     circuiting"  through  some  units.    A  turbidity   level  of
     30 NTU will  provide  stress  at time  of  sampling  but the
                      K-24

-------
               non-sampling  level of 0.1-5 NTU will allow routine opera-
               tion of unite.
                                                                        »»

          4.   Expert opinion  holds that low water temperature! and hifh
               TDS would nost  likely  interfere with  virus  reduction by  .
               adsorption; consequently, a 4 C temperature and 1,500 ng/X,       :
               TDS are recommended.                                            '"':

     d.   fast water 14  is intended for the stressed phase of testing for
          ultraviolet CUV) units.

          1.   In general,  high TOC, turbidity and TDS and' low tempera-
               ture  are  considered most  stressful for UV,  'and  the in-
               dicated   challenge  levels   are  the  sane  as  for  test
               water 12.

          2.   The pH is not critical and nay range from 6.5 to 8.5.

          3.   In order  to  test  the 0V units at their  most vulnerable
               stage of operation, a color challenge (light absorption at
               254 run)  is to  be  maintained  at a  level where UV  light
               intensity is  Just  above the unit's  low intensity  warning
               alarm  point.    However,  an  alternate  to the  absorption
               challenge is provided through adjusting the light intensi-
               ty  output  of  the  UV  lamp  electronically  by  reducing
               current to  the  lamp,  or other  appropriate means,  to be
               just  above  the  alarm  point;  this  approach  would  be
               particularly  necessary  where the  UV lamp is  preceded by
               activated carbon treatment.

     e.   Test water §5  is intended for  the stressed  leaching tests of
          units containing silver.  Low  pK, TOC, turbidity,  and  TDS and
          higher temperature are  felt to be the  characteristics  associ-
          ated  with  increased  leachability.   The  recommended  pH  of
          5.0 * .2, while 'being beneath the recommended  secondary  range
          of  6.5-8.5  (Environmental  Protection Agency,  1984)  is  still
          found in some natural waters.

2.   Test Procedures
     M«MBMBBMMWMMMBMMMWIM^MMI*MMM                             p.         t

          The plan for  testing and sampling  is designed to  reveal unit
     performance under both "normal" and "stressed" operating conditions.
     The stressed phase  would  utilize a set of water  quality and opera-
     tions conditions to give the units a realistic worst case challenge.
     Testing plans for  a specific model Bight involve  modifications to
     the recommended plan;  more samples•could be taken and analyzed; more
     units could  be studied.   The principle  of demonstrating  adequate
     performance even  under realistic  worst  case  conditions should be  ,
     maintained and the  final  selected test procedures  should be agreed .
     as between investigators and reviewers or regulators.
                                N-25

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     While some aspect* of th« testing procedures have been utilized
in actual experinents,  the proposed protocol has not  been verified
or utilized  for the various units  that may be  considered.   Conse-
quently, investigators  and users of this protocol may find reasons
to alter  some  aspects  through  their  practical experience;  needed
changes should  be discussed and cleared with  involved reviewers/-
regulators.
                           N-26

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 REFERENCES!

 Berg,  G.   integrated ajsproach  to the problem of viruses  in water,  j. *sc£,
 Sanit. En?. Civ.  97i867-882,  1971.

 Culp/Weiner/Culp.  Guidance for planning th« location of water Jupply intakes
 downstream from iminicipal wastewater  treatment facilities.  EPA Report, Office
 of Drinking Water.  Washington, DC, 1978.

 Craun, G. P.  1984.  Waterborae outbreaks of giardiasis:  Current status.  Ins
 Giardia and  giardiasis.  D. L. Erlandsen and E. A. Meyer  Eds., .Plenum Press,
 New York, pp. 243*261,  1984.

 DeWalle, F.  B.I  J. Engeset} Lawrence, W.   Removal  of Giardia lamblia cyst by
 drinking  water  treatment  plants.  .Report  No.  EPA-600/52-84-069,  office  of
 Research and Development, Cincinnati, OR, 1984.

 Engelbrecht, R. S.t et  al.   Comparative inactivation of viruses  by chlorine.
Appl. Environ. Microbiol.   40:249-256, 1980.

 Environmental Protection Agency.  Quality criteria for water.  Washington, DC,
 1976.

 Environmental   Protection   Agency.     National   secondary  drinking   water
 regulations.  EPA-S70/9-76-000, Washington, DC, 1984.

Environmental Protection Agency.  National primary drinking water regulations}
 synthetic organic  chemicals,  inorganic chemicals and microorganisms;  Proposed
 rule.  Federal Register, Nov. 13, 1985.                                       •

 Far rah, S. R., and S.  A. Schaub.  Viruses  in wastewater  sludges.   In:   Viral
 Pollution of  the Environment,  G. Berg,  Ed.  CRC Press, Boca Raton,  Florida.
pp. 161-163, 1983.

Gerba, C. P.; Rose, J.  B.I  Singh,  S.  N.   Waterbome gastroenteritis and viral
hepatitis.  CRC Critical Rev. Environ. Contr.  15:213-236, 1985.

Harakeh, H.t  Butler, M.    Inactivation  of human rotavirus,  SA-11 and  other
enteric viruses in effluent by disinfectants.  J. Hyg. Camb. 93»157-163, 1984.

Hoff, J. C.j  Rice, 1.  W.f  Schaefer,  f.  W.  Comparison of animal infectivity
and excystation  as measures  of Giardiamuris cyst inactivation  by chlorine.
Appl. Environ. Microbiol.  50s1115-1117, 1985.

 Izard, D.)  Farragut,  C.jGavini,  F.;  Kersters,  K;;  DeLey,  J.;  L«clerc,  H.
Klebsiella terrigena, a new species from water and  soil.   Zntl.  J.  Systematic
Bacteriol.  31i116-127, 1981.

Jakubowski, W.  Detection of Giardia cysts  in  drinking water.   In:   Giardia
 and  Giardiasis,   trlandsen,  S.  L.t  Meyer,  E.  A.  Eds.,   Plenum  Press,  NY.
pp. 263-28S, 1984.              ,          '
                                     N-27

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Jarroll, E. L.i  Bingham,  A. K.;  Meyer,  E.  A.   Ciardia cyst  destruction:
Effectiveness of  six  small-quantity  water disinfection methods.   Am.  J. Trop.
Med.  29:8-11, 1980

Jarroll, E. L.» Binghaa,  A. X.; Meyer,  E.  A.  Effect  of  chlorine  on Ciardia
cyst viability.  Appl. Environ. Microbiol.  43:483-487, 1981.

Liu, 0. C.,  et al.  Relative resistance  of 20 human enteric  viruses to free
chlorine in Potomac River water.  Proceedings of 13th Water Duality Conference
Snoeyink, V.; Griffin, V. Eds., pp. 171-195, 1971.

Melnick, J. L.    Viruses   in  water.    In:    Viruses  in  Hater   Berg,  C.;
Bodily, H. L.)  Lennette,  E. H.; Melnick,  J. L.» Metclaf  T.  C., Eds.   Amer.
Public Hlth. Assoc., Washington, DE, pp. 3-11, 1976.

National Research  Council.   The disinfection of drinking water.  In:  Drinking
Water and Health, Volume 2.  Washington, DC, pp. 5-137, 1980.

National  Sanitation  Foundation.   Drinking  water  treatment  units:   Health
effects.  Standard 53.  Ann Arbor, MI, 1982.  .

Vlassoff, L. T.    Klebsiella.    Zn:    Bacterial   Indicators/Health   Hazards
Associated with Water Hoadley, A. W.; Dutka, B. J., Eds.  American Society for
Testing and Materials, Philadelphia, PA.  pp. 275-288, 1977.

World  Health  Organization.    Human  Viruses  in  Water,   Technical  Support
Series 639, World Health Organization, Geneva, 1979.

World Health Organization.   Guidelines  for Drinking Water Quality.   Volume 1.
Recommendations.  World Health Organization, Geneva, 1984.
                                     N-28

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                                 APPENDIX N-2

     LIST OF PARTICIPANTSt  TASK FORCE ON GPIDS STANDARD AND PROTOCOL FOR
                   ^TESTING MICMBIOLreiCAlT WATERPURIFIERS                ' '


Stephen A. Schaub, Chairman ~ U.S. Amy Medical Bioengineering Research and
     Development  Laboratory  (USAMBRDL),  Port Detrick,  Maryland 21701,  FTS:
     8/935-7207 — Commi  301/663-7207.

Prank A. Ball, Jr., Secretary — Criteria and Standards Division,  Office of
     Drinking  Water  (WH-550),   Environmental  Protection Agencyi  Washington,
     B.C. 20460, Phonei  202/382-3037.

Paul Berger, Ph.D. — Criteria and Standards Division, Office of Drinking
     Water  (WH-550), Environmental  Protection  Agency, Washington,  D.c. 20460,
     Phone;  202/382-3039.

Art Castillo — Disinfectants Branch, Office of Pesticide Programs (TS-767CO,
     Environmental Protection Agency, Washington, B.C. 20460, Phones  703/557-
     369S.

Ruth Douglas — Disinfectants Branch, Office of Pesticide Programs (TS-767CJ,
     Environmental Protection Agency, Washington, D.C. 20460, Phonei  703/557-
     3675.

Al Dufour — Microbiology Branch, Health Effects Research Laboratory,
     Environmental Protection Agency, 26 W. St. Clair Street, Cincinnati, Ohio
     45268, Phonet  PTSi  8/684-7870 — Comnj  513/569-7870.

Ed Geldreich — Chief, Microbiological Treatment Branch, Water Engineering
     Research  Laboratory,  Environmental Protection Agency, 26  W.   St.  Clair
     Street,  Cincinnati,  Ohio  4S268,  Phones   FTS:   8/684-7232  —  Comws
     513/S69-7232.

Charles Gerba — Associate Professor, Department of Microbiology and
     Immunology,  University  of  Arizona,  Tucson,  Arizona   85721,   Phones
     602/621-6906.

John Hoff — Microbiological Treatment Branch, Water Engineering Research
     Laboratory,  Environmental   Protection  Agency,  26  W.  St.  Clair  Street,
     Cincinnati, Ohio 45268, Phonei  mi  8/684-7331 — Commj   513/569-7331.

Art Kaplan — Office of Research and Development (RD-681) Environmental
     Protection Agency, Washington, D.C. 20460, Phonei  202/382-2583.

Bala Krishnan  — Office  of Research  and  Development  (RD-681)  Environmental
     Protection Agency, Washington D.C. 20460, Phones  202/38i-2583.

John Lee — Disinfectants Branch, Office of Pesticide Programs (TS-767C)
                                     N-29

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     Environmental  Protection  Agency,   Washington,  D.C.   20460,   Phone:
     703/557-3663.

Dorothy Portn«r — Disinfectants Branch, Office of P*sticid* Programs
     (TS-767-C),  environmental  Protection Agency,  Washington,  D.C.  20460,
     Phonet  703/557-0484.

Don Reasoner — Microbiological Treatment Branch, Water Engineering Research
     Laboratory,  Environmental Protection  Agency,  26  W.  St.  Clair  Street,
     Cincinnati, Ohio 45268, Phonet  312/654-4000.

P. Reguanthan (Xegu) — tverpure. Inc., 660 K. Blackhawk Drive, Westaont,
     Illinois 60559, Phones  312/654-4000.

David Stangel — Policy and Analysis Branch, Office of Compliance Monitoring,
     tnvironnantal Protection Agency, Washington, D.C.,. Phone:  202/382-7845.

Richard Tobin — Monitoring and Criteria Division, Environmental Health
     Center, Department  of Health  and Welfare  of  Canada, Tunney's Pasture,
     Ottawa, Ontario,  K1A OL2, Canada, Phonet  613/990-8982.
                                     M-30

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                                 APPENDIX N-3

    RESPONSE BY REVIEW SUBCOMMITTEE(1) TO PUBLIC COMMENTS ON GUIDE STANDARD '.
           AND PROTOCOL FOR TESTING MICROBIOLOGICAL WATER PURIFIERS


A.   Recommendation for the use  of Ciardia  lamblia cysts as a replacement for
     Ciardia muris cysts as the protozoan cyst test organisms.

Recommendation:

     The subcommittee concurs with the recommendation and further endorses the
     use of Giardia  lamblia as the preferred cyst  test  for evaluation of all
     treatment units  and  devices.  Obviously the  use of the  protozoan orga-
     nisms of  actual health  concern  in testing  is  most  desirable.   Anyone
     finding  the  Ciardia  lamblia  strain   feasible  for  testing  and  cost-
     effective to work with  is  encouraged to  use  same  instead of  Giardia
     muris.

B.   Substitution of 4-6 micron  bead  or particle tests  as an alternate option
     instead of the Giardia cysts for evaluating devices that rely strictly on
     occlusion filtration  for  microbiological  removal:  Several  conmenters
     criticized the  use  of beads or particles  (e.g.,  A.C.  fine dust)  and
     recommended only use of live Giardia cysts for performance .tests.

Discussion;

     The subcommittee  recognizes  and  favors  the  use  of  the natural  human
     parasite,  Giardia lamblia, but was not aware of any convincing scientific-
     data which  would disallow the  optional  use  of testing  with beads  or
     particles for units or devices using only  occlusion filtration to remove
     microorganisms.   Previous development of the National Sanitation Standard
     (NSF)  53  (1982)  requirement for cyst reduction  (using  4-6 micron parti-
     cles as cyst models) was based  on engineering and  scientific opinion and
     experimental  evidence  at  that  time.   Specifically,  Logsdon     used
     radioactive  cyst. models  in  the initial  phase of a  study of  removal
     efficiencies for diatomaceous earth filters;  subsequent experiments with
     Giardia muris  cysts  confirmed  the  efficacy  of the diatomaceous  earth
     filters.   Further  studies  by HendrickV ' and  DeWalle1 ' with  Giardia
     lamblia  cysts   also  showed   comparable  reduction   efficiencies  for
     diatomaceous earth filters.
     l.S.A. Schaub;    F.A. Bell, Jr.;     P.  Berger;     C.  Gerba;     J.  Hoff;
     P. Regunathan; and  R.  Tobin.   tlncludes additional revision  pursuant to
     Scientific Advisory Panel  review  (Federal  Insecticide,  Fungicide,  and
     Rodenticide Act).]
                                     N-31

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     Subsequently confirmatory  parallel testing  results  have been  developed
     vis-a-vis 4-6  micron particles  as  conpared to  Ciardia lamblia  cysts.
     Specifically, two. units  listed  by  MSP for cyst reduction  (using  4-6
     micron particles)     have also been tested and liftfd 'or 100% efficiency
     reduction (using Ciardia lamblia  cysts)  by Hibler   t          •

          1.   Everpure Model QC4-SC
          2.   Royal Boulton Model F303.

     Again we prefer the use of the human pathogen,  Ciardia  lamblia>  however,
     no experimental data has been provided  regarding  the lack of  validity or
     of failure in previous tests utilizing beads or particles of 4-6 microns.
     In most cases the bacterial or viral challenges to occlusion  filters ill
     represent  a  greater  problem  in  terms  of  microbiological  reduction
     requirements  than  will  cysts.    Therefore,  without  substantiation  of
     deficiencies, the use of  4-6  micron beads or particles  is  considered to
     be as  feasible  as the use of live cysts for routine performance testing
     of water filtration (occlusion)  devices.

Recommendation t
               •                %
     Recommend retaining the optional use of 4-6 micron particles or beads for
     cyst reduction testing in occlusion filtration devices only.

References;

     * '  Logsdon, G. S.,  et al.   Alternative Filtration Methods  for Removal
          of Giardia Cysts and Cyst Models,  JAWWA, 73(2)111-116, 1981.

          Logsdon, G. S.j  Hendricfcs,  D. W.,  et al.  Control  of  Giardia Cysts
          by Filtration:  The Laboratory's Rose.   Presented  at the AWWA Water
          Quality Technology Conference, December, 19S3.

     *    DeWalle, et al.  Removal of Giardia lamblia  Cysts  by Drinking Hater
          Treatment  Plants,  Grant  No. R806127,  Report  to  Drinking  Water
          Research Division, U.S. EPA (ORD/MERL), Cincinnati, Ohio.

     f4)
          National Sanitation Foundation, Listing of Drinking Water Treatment
          Units, Standard 53.  May, 1986.

     (5>  Hibler, C. P.  An  Evaluation of Filters in the Removal of Giardia
          lamblia.  Water Technology,  pp. 34-36.  July, 1984.

C.   Alternate assay techniques for cyst tests (Jensen)i  Proposed  alterations
     in cyst tests include a different  method  for separating cysts from fecal
     material and  an assay method involving the counting of trophozoites as
     well as intact cysts.  Both alterations have been used by. Bingham, et al.
     (Exp. Parasitol., 47i284-291, 1979).

Recommendation:
                                     N-32

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         Theit alterations appear to be reasonable laboratory procedures,  support-
 f.        ed by  a peer-reviewed  article and  vill be  included in  the  Report a*
 *        option* for possible development and use by interested laboratories.
 ?
 I.   D.    The use of  pour plate .techniques as an option for  Klebsiella. terrigena
         bacteria analyses.                                         .

    Recommendation;                                                   '

         the pour plate technique adds a heat stress factor to  the bacteria which
         constitutes a possible deficiency.  However, it is a recognized  standard
         method and probably will  not adversely affect the Klebsiella  terrigena.
         Consequently, it  vill  be added to  the Report as one of the  acceptable
         techniques.

    E.  •• Option of using Eseherichia coli in lieu of Klebsiella terriqena for the
         bacterial  tests.

    Discussion;

         Appendix N-l, Section A.I. of the Guide Standard and Protocol  sets forth
         the basis  for  selection of  K. _ terrigena as  the   test  bacteria,   the
         selection was made along pragmatic line emphasizing  the occurrence of X.
         terrigena  in  surface waters and that it  would represent  the  enteric
         bacteria.   It was also pointed out that the tests with virus and Giardia
         were  expected to be  more severe than the bacterial tests.  For  comprehen-
         siveness, bacterial  tests were included in  the protocol but were  not felt
         to be as crucial as  the  virus and  Giardia tests.

         E.  coli, or  any number of other  generally accepted indicator bacteria,
         could be used  for  the test  program  if they were  shown to "have good
         testing and survival characteristics (equivalent to  K. terrigena) by the
         Interested  research  laboratory.

    Recommendation;
                          •
         The intent  of the Guide Standard and  Protocol is to provide a baseline
         program subject  to modification when properly supported by an  interested
         laboratory.   Consequently, any  laboratory  could  propose  and with proper
         support (demonstrating challenge  and test equivalency to K.  terrigena?
 *        use Escherichia  coli  or one  of the other enteric  bacteria.   This idea
 <        will  be included in  revised working  in  Section 1.2.2, "General  Guide.*

4   F.    Performance  requirements for Giardia cysts and virus in  relation to the
         EPA-Recommended  Maximum  Contamination Levels  (RMCLs)  of zero.

    Discussion}

         The RMCLs of zero for Giardia and  viruses which have  been proposed by EPA
         are health  goals.  They are no enforceable standards since to assure the
         presence of  "no  organisms*  would  require  an infinite  sample.   The
                                         N-33

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     rationale for the recommended performance requirements  for Siardia  cyits
     and virus is *set forth in  Section* A.2  and A. 3 of Appendix A.  We feel
     that these requirements together with the application of realistic  worst
     case test conditions will provide a conservative test for units resulting
     in treated  effluent vater  equivalent to that of  a public wafer supply
     meeting  the microbiological  requirements  and  intent   of the  Rational
     Primary Drinking Water Regulation*.

Recommendation>

     Retain reeoanended performance  Clog reduction) requirements for cyst and
     virus reduction.                                          •

C.   Rotavirus and  its  proposed assay:  One  conmenter states  that  the  rota-
     virus tests  are impractical because Amirtharajah  (J. AWWA, 78(3):34-49,
     1976)  cites "no satisfactory culture procedures available for analysis of
     these pathogens and, therefore, monitoring would not be feasible."

Discussion:

     Section 3.4.1.2, "Virus  Tests" of the   Report,  presents means  for cul-
     turing  and  assaying  rotaviruses.   This  means  for  doing  the  rotavirus
     tests are available and are practical for application in the laboratory.
     Dr. Amirtharajah was referring to the field collection, identification in
     the presence of a  wide variety of microorganisms,  and  quantification as
     not being "satisfactory."   Laboratory analysis of rotav'iruses is practi-
     cal but their field monitoring may not yet be feasible.

     Further, the selection of both poliovirus and rotavirus as test viruses
     was necessitated by  the  fact that the surface adsorptive properties and
     disinfection resistance of  the various enteric viruses have been shown to
     differ significantly by virus  group arid by strains of  a specific virus.
     While all enteric viruses  and their strains  could not  be economically
     tested, it was  determined by the  task force that at least two distinctly
     different virus types  should  be  tested  to  achieve  some  idea of  the
     diversity of removal by the 'various  types of water purifiers.  Polio and
     rota  viruses have  distinctly  different physical  and  chemical  charac-
     teristics representative  of the  viruses of  concern.   Polioviruses  are
     small single stranded  RNA viruses  with generally food adsorptive proper-
     ties  to  surfaces and  filter  media while rotaviruses  are  over twice as
     large, are double  stranded RNA and  in   some  studies  have  been found to
     possess  less potential for adsorption  onto  surfaces  or  filter media.
     These two viruses also have been demonstrated to have somewhat different
     disinfection kinetics.

Recommendationt

     Retain the rotavirus test requirements.

H.   Definition  of  microbiological  water  purifierz   One  general  comment
     requested redefinition based  on "lack of any  virus removal "requirement
                                     N-34

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     in the EPA primary drinking water regulations, so that no virus reduction
     requirement should be included.  Also, it was claimed that th* separation
     of purifiers  from non-purifiers would b« a  "disservice  to consumers and
     other users."

Discussion;

     Viruses ar* recognized in the EPA regulations vis-a-vis a proposed recom-
     nended maximum contaminant level  of zero.   Since  virus  monitoring for
     compliance with a possible MO,  is not yet  feasible,  a treatment require-
     ment is necessary.  Virus control will be considered in the Safe Drinking
     Water Act filtration and disinfection treatment  regulations.   The reduc-
     tion  of  viruses  by treatment  is  discussed by Amirtharajah  (j.  AWHA,
     78:3:34-49, 1986).

     With  respect  to  consumers and  other uteri, we feel  that  the  current
     definition is appropriate and necessary,  the average consumer cannot be
     expected to know  the  difference between viruses, bacteria  and cysts,  or
     when a raw water will or  will not  contain  any  of these  organisms,   in
     order to protect the average consumer, the subject  units either alone or
     with  supplementary  treatment,  should be able to  cope  with  all of  the
     specified organisms.

Recommendation;

     Retain the current definition for microbiological water purifier.

!.   Coverage  of units:   Several comments related to the coverage  of  units.
     These questions are addressed individually as follows:

     1.   Ultraviolet units that are used for supplemental treatment of water
          from public water system  taps  would not be covered.   He agree that
          such units  are  not  covered  and parenthetical language has  been
          included  in Section 1.3.2.3 to clarify this  point.

     2.   A special status should be given to units which remove  Giardia and
          bacteria  but not virus.  Specifically, the meaning of Section 1.2.4,
          "Exceptions," was addressed.   The  ^Exceptions" section  was  specif-
          ically developed to relate to  the. problem  of public  water, systems
          having disinfection but  no filtration  on a surface  supply.   Cysts
          alone have been found to survive disinfection treatment and could be
          present in  such treated  waters.  In this  case  an effective  cyst
          filter serves an independent,  beneficial purpose and  should  not  be
          required  to be  a microbiological water purifier.   However, such  a
          unit should not be  used  as sole treatment for untreated raw  water.
          Additional parenthetical  language has been added to Section 1.2.4.

     3,   The  entire treatment  unit or  system should be  tested,  not Just  a
          single component.   We agree  but believe  that  it  is sufficiently
          clear without providing additional language.
                                     N-35

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     4.   fit* protocol should be expanded  to cov«r units for th* reduction of
          TCE, EDB and other chemical pollutants.   We  felt that, the introduc-
          tion of  non-microbiological claim*  to  the  standard would make  it
          large, unwieldy and. duplicative of an existing third-party standards
          and testing program (see Section 1.2.5).                  .  •

J.   Alleged  preference  of National Sanitation Foundation (NSF) over  other
     laboratories  for  conducting  the  microbiological  water purifier testing
     protocol,  the  comment indicated  that we  were giving NSF preferential
     treatment  "to  the  detriment  of other laboratories  well qualified  to
     perform the required protocol.*

Discussion;

     We have  made  appropriate  references to existing  standards  (§42  and #53)
     developed by  the NSF standards development  process.  Standard S3,  the
     health effects  standard, was  developed by a broadly based Drinking Water
     treatment Units Committee, including representatives from local.  State
     and Federal health and environmental agencies, universities, professional
     and   technical   associations,   as   well   as  water  quality   industry
     representatives.  Zt was  adopted  in 1982  and  the  only  test  from  it
     utilized in our Report has been substantiated as described in Part B of
     this "Response."

     Nowhere in our  report  have we advocated NSF  (or any other laboratory) as
     the prime or only laboratory for implementing  "the required protocol."

Recommendationt

     No action needed.

K.   Instruction concerning effective   lifetime.   One  comment described  an
     alternate  means  for  determining  lifetime  where  a  ceramic  unit  is
     "brushed" to  renew  its utility and is  gradually  reduced  in diameter.  A
     gauge is provided to measure diameter and  to determine  when replacement
     is needed.       •

Recommendationt

     Where a manufacturer provides a satisfactory  "other" means of determining
     lifetime, this  should be accepted.  Appropriate words have been added to
     Section 2.4.l.C.

L.   Ceramic  candles  should not   be cleaned .during testing  because  some
     consumers would not clean them and  this would provide  the  "worst case
     test."  One comment asserted this point.

Discussion:

     There is some  truth to this proposition.  However, the other approach nay
     also have validity.  Frequent brushing may reduce filtration efficiency.
                                     N-36

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      In  any event,  where • manufacturer prescribes filter cleaning and how to
      do  it, and provides a  gauge to determine  lifetime,  we feel the testing
      program is bound to follow the manufacturer's directions.

 Recommendation>

      Ho  change needed.                                            •                "*

 N.    Scaling up or down.  One comment points out that one  or more manufac-
      turers aay  vary pize of  treatment  units by increasing or decreasing the    "^
      number of  operative units rather than  the sice of  the operative unit.
      the comment suggests allowing scaling based on size of operative unit.

 Recommendation»
 .                                                **              fr
      We  agree  with the comment  and  have  added clarifying  words to  Sec-
      tion 3.5.3.3.

 N.    Turbidity level of "not less that  30 NTU"  for ceramic candles or units.
      One comment states  that "Such levels are impossible to utilize in testing
      mechanical  filtration  devices which will clog  entirely or require  such
      frequent  brushing  as   to  render, the   test  impossible  as a  practical
      matter."

 Discussion;

      He  recognized  the  potential "clogging problems"  in Section 3.5.1.a(2)
      where  the  30  MTU  water  is only  to be applied immediately before- and     *•
      during  each sampling event;  the  non-sampling turbidity level,  which will     '-^~
      be  applied over 90% of the "on"  time,  is currently set at  no  less  than    ---»
      10  NTU.                                     .       •        V                 -:•&•
                                                                                   <*"
      Turbidity levels of 30 NTU are  commonly found  in  surface  waters  during
      heavy  rainfall or  snow melt.   Treatment units  may be  used under these
    -  circumstances,  so this challenge level should be retained.  However,  most
      usage   will  occur  under  background  conditions  so  the  non-sampling
      turbidity levels should be 0.1-5 NTU.

 Recommendations»

      1.   Retain sampling turbidity level of  not less than 30 NTU, and

      2.   Change non-sampling   turbidity to  0.1-5 NTU.   Appropriate wording
          changes have  been introduced  in  Section  3.5.1.a(2)  and in  Appen-
          dix N-l,  Section B.

O.   Chlorine in test water  15.  One  comment asserts that chlorine  "tends to .
      increase silver ion leaching activity" and  that  a high  chlorine  level ,
      should"be  included in  the  silver leaching  test;  but  no  reference  or
      evidence, however,  is provided to back this assertion.
                                     N-37

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Discussioni

     Me h*vt no compelling evidence  or reason to expect  that chlorine will
     enhance the leaching  of  silver.   However, the prescribed low pH and TCS
     levels  will provide a clearly severe test for silver leaching.

Recommendation:

     Mo change needed.

P.   Unnecessary difficulty and  expense of test protocols.  Several comments
     were made  under  this general heading.   These  coaaents are" outlined and
     discussed as followst

     1.   Too aany sampling events are required; sampling of  a few units at
          start, middle and finish should be  satisfactory]  The committee has
          carefully laid out the standard and protocol and  we  feel the minimum
          sampling plan  must be maintained  for the  consumers'  health pro-
          tection-.

     2.   Three units  are too many  to study; parallel  testing of .two units
          should be satisfactory!  For  consumer protection, the Disinfectants
          Branch, Office of Pesticide Programs, has traditionally required the
          testing of  three units.   The committee  recognizes .the  additional
          cost  involved  in testing  a  third unit but feels  that  this will
          provide a minimum level  of  assurance to prevent  infectious disease
          and recommends retention of the 3-unit requirement.

     3.   The protocol requires large tanks and microbiological reseeding on a
          daily  basis:   We  feel  that the  tank  size requirements  are  not
          extreme and  can be net by an interested laboratory.   With  respect to
          reseeding, it should be pointed out that virus and cyst seeding need
          only be conducted  immediately before and  during the sampling "on"
          period (see  Section 3.5.1.b(2)), equivalent to less  that  10% of the
          "on"  time.   This "spot* seeding for viruses and cysts recognized the
          expense and .difficulty of  maintaining large  populations of these
          organisms.   Continuous seeding was provided  for bacteria because
          they are easier to grow and maintain and might have  the capacity to
          grow through some units, given enough time and opportunity.

     4.   Challenge levels of contaminants  are  too high  compared to known
          environmental conditions and the required log reductions exceed Safe
          Drinking Water  Act requirementst   As  explained in  a  footnote to
          Table  1,  Section 2, the  influent  challenges nay constitute greater
          concentrations than would  be anticipated  in source waters.  These
          levels are necessary  to test properly  for the required  log reduc-
          tions  without  having  to utilize   sample  concentration  procedures
          which  are time/labor intensive and which may, on their own, intro-
          duce  quantitative errors to  the  microbiological assays.  As men-
          tioned in Part  I of this paper,  the  log  reductions for bacteria,
          virus   and  Giardia  have  been  suggested  for  public water system
                                     N-38

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          in a p*p«t by Amirtharajah  (1986, JAWWA,  78:3:34-49).. The
reductions  in th«  mlcrobiolexyical purifitr  «t«jidard  art «ntir«ly
eoapatibl*  with  th«  r«ductioni  cited  for  public  wat«r  supply
trtataent*
                            N-39 .

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                             .  APPENDIX 0

               GUIDELINES TO EVALUATE OZONE DISINFECTION
Principal  Technical  Author:   Or, Ovadia Lev
                             Division of Environmental  Sciences
                             Hebrew University of Jerusalem
                             Jerusalem, Israel

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                               APPENDIX 0

                GUIDELINES TO EVALUATE OZONE  DISINFECTION    .

                            TABLE OF CONTENTS

                                                                    Page

O.I  INTRODUCTION                                                  0.1-1
     0.1.1  Background                                             0.1.1
     0.1.2  Objectives of  the Recommended Guidelines          *     0.1*2
     0.1.3  EPA's Approach  1n Setting the Recommended
            Guidelines                                             0.1-3
     0.1.4  Typical Ozone  Disinfection Units                       0.1-4

0.2  DETERMINATION OF CONTACT TIME  (TJ                             0.2-1
     0.2.1  Background                                             0.2-1
     0.2.2  T10 Analysis                                            0.2-1
     0.2.3  Additional Considerations for T10:
            Multiple Chamber Contactors                          .  0.2-3
     0.2.4  Alternative Analysis of Disinfection Kinetics          0.2-7
     0.2.5  Continuously Stirred Tank Reactor (CSTR) Approach      0.2-9
     0.2.6  Segregated flow Analysis  (SFA)                  .      0.2-10
     0.2.7  Relative Inactivatlon of Giardia Cysts and Viruses    0.2-12
     0.2.8  Examples of Determining Contact Time (T)              0.2-13
            0.2.8.1 Evaluation Using TIQ                          0.2-13
            0.2.8.2 Evaluations Using CSTR Calculations           0.2-16
            0.2.8.3 Evaluations Using SFA                         0.2-18
  .   0.2.9  Estimating T                                          0.2-21

0.3  DETERMINATION OF OZONE CONCENTRATION (C)                      0.3-1
     0.3.1  Introduction                               .            0.3-1
     0.3.2  Direct Measurement of C                               0.3-2
     0.3.3  Estimating C Based on Residual Measurements
            at the Outlet                                      •    0.3-6
            0.3.3.1  First  Chambers                               0.3-6
            0.3.3,2  Subsequent Chambers                           0.3-7
     0.3.4  Estimating C                                         0.3.-10

0.4  SITE SPECIFIC EVALUATION OF OZONE CONTACTORS       '           0.4-1
     0.4.1 Introduction                                            0.4-1
     0,4.2 Site Specific Correlations of C with an
           Observable Variable                                     0.4-2
           0.4.2.1 Utilizing Off-Gas Measurements                  0.4-4
     0.4.3 Modeling the Performance of Full Scale Operations       0.4-7
     0.4.4 Microbial Indicator Studies to Model Inactivatlon
             Contactors      "                                     0.4-9

REFERENCES

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            TABLE OF CONTENTS (Continued)
                   LIST OF FIGURES
Figure
0-1
0-2
0-3
0-4
0-5
0-6
0-7
0-8
0-9
0-10
0-11
0-12
0-13
0-14
0-15
0-16
0-17
Title
Turbine Contactor, Haworth Water Treatment Plant
Hackensack, NJ
Multiple-Chamber Ozone System, Los Angeles
Aqueduct Filtration Plant
Multiple-Chamber .Ozone System, City of Tucson, Arizona
Multiple-Chamber Ozone System. East Bay Municipal
Utility District, Oakland, California
Schematic of Deep U-Tube Ozone Contactor
Schematic of In-Line Static Mixer
*
Principal of Segregated Flow Analysis
Segregated Flow Analysis of an Ozone Contactor
Tracer Study
Tracer Study of Sturgeon Bay Ozone Contactor
Segregated Flow Analysis of Ozone Contactor
- Integration of Survival Efficiency.
Segregated Flow Analysis of Ozone Contact Chamber
Decision Tree for Estimating T
Flow Configurations in Ozone Contact Chambers.
Direct Measurements for Determining T
Ozone Concentration Profiles
Decision Tree for Estimating T
Example of Empirical Correlation of Residual Ozone
Following
Page
0.1-5
0.1-5
0.1-5
0.1-5
0.1-6
0.1-6
0.2-11
0.2-14
0.2-15
0.2-20
0.2-20
0.2-21
0.3-1
0.3-5
0.3-8
0.3-10

and Off-Gas        '                                      0.4-6

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                     TABLE OF CONTENTS (Continued)
                             LIST OF TABLES
Table                                                          Following
Jb*.
0-1     Recommended Procedures to Calculate Contact  Time  (T)       0.2-2
0-2     CT Values for Inact1vat1on by Ozone                       0.2-7
0-3     k Values for Inactlvatlon by Ozone                   *     0.2-7
0-4     Spread Sheet Notations for SFA                           0.2-18
0-5     Segregated Flow Analysis of an Ozone Disinfection
        Contactor at Hackensack                                  0.2-20
0-6     Correlations to Predict C Based on Outlet  Ozone
          Concentrations                                          0.3-6
0-7     Henry's Constants for Ozone                               0.4-5
0-8     Empirical Correlation Between C^ and y^                 0.4-6

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                            0.1  INTRODUCTION

      0.1.1  Background
      The'Surface Water Treatment  Rule  (SHTR)  specifies  overall  minimal
removal/1nact1vat1on  efficiencies by  filtration  and disinfection   for
Glardla  cysts and viruses.   The SWTR uses the "CT"  concept  to  predict
1nact1vat1on  efficiencies  of  microorganisms  by disinfection.    "CT"
represents  the  product  of  contact or  exposure  time   ("T'j  and  the
concentration of disinfectant ("C") during disinfection.   The Guidance
Manual suggests  design,  operating and performance criteria for specific
surface  water quality conditions  to provide compliance  with  the SWTR.
Appendix  C  of  the  Guidance  Manual   recommended  guidelines  for  the
determination of contact  time  (T10) for the disinfection of drinking water.
T10 is the time defined to assure that 90 percent of the water that enters
the  disinfection chamber will  remain  for  at least  T10  minutes.   This
appendix recommends additional procedures which may be used for consistent
determination of the C and T  for  systems using disinfection by ozone.
     Ozone has unique characteristics and warrants special consideration
for estimating inactivation efficiencies.  In developing these recommended
procedures,  EPA addressed the  following complications that are specific to
ozone disinfection  and distinguish  it from  other  typical disinfection
processes.
           Despite the long operational  experience  with  ozone disinfec-
           tion, the data regarding performance of ozone as  a disinfectant
           are rather limited.   Most of the available Inactivation rate
           data  are  derived  from  laboratory  conditions  which are  sub-
           stantially different than  full  scale continuous  operation,
           generally more so  than  for other disinfectants.
           From a technical  point of view, disinfection of drinking water
           by ozone Is more complicated  than disinfection by other common
           disinfectants  because  of  ozone's  unique gas-liquid  mass
           transfer characteristics.   Ozone  requires  sophisticated  mass
           transfer equipment to Introduce it into water, because of the
           relatively low ozone concentration in the feed gas.  Ozone is
           a  powerful  oxidant,  that  reacts  rapidly with organic  and
           Inorganic substances present in the water and  undergoes auto-
          decomposition.  Therefore, it's residual  1s much less  stable
           than that of other disinfectants and dissipates rapidly.
                                  0.1-1

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        -   Ozone  contactors  exhibit  uore  diversified  types of  flow
            configurations relative to  the flow pattern  in contactors far
            the other disinfectants.  The flow configuration often ranges
            from an almost continuously stirred tank reactor (CSTRJ to an
            almost Ideal plug flow.conflgyration, naklng  the determination
            of contact  time for ozonatlon  more complex than  for other
            disinfectants.
        *   Ozone contactors are closed vessels because of ozone's toxici-
            ty.   The contactors have United access for Measurement of the
            ozone concentration profile within the contactor.  Gas bubbles
            also may  Interfere with  the  determination  of  the dissolved
            ozone concentration,  if the bubbles  are  entrapped  during
            samplings
            Ozone technology 1s  s.tlll  evolving  and  new types of ozone
            contactors are being  developed.   These guidelines  should not
            set   unnecessary obstacles   that   will  inhibit  engineering
            progress   and   prevent  Innovative  designs  of  disinfection
            systems.

     EPA's procedures for determining C and T  for disinfection  with ozont
differ from those recommended  for  systems using  chlorine, chloramines or
chlorine  dioxide as disinfectants.     The   CT  evaluation   procedures
presented in previous chapters of the Guidance Manual  are not appropriate
for  ozone disinfection  because they  would  result   in excessive  ozone
dosages.   Excessive ozone  doses result  In  high energy requirements and
costs and  may  lead  to unnecessary production of ozonatlon by-products
which may have associated  health risks.  Additionally,  excess dissolved or
entrained ozone  should be destroyed or removed before reaching the first
drinking water  consumer or  plant  personnel,  in  order to prevent health
risks.   Therefore, excessive dosage of  ozone  may require an  additional
unit operation to destroy the  remaining  residual ozone.* This  process is
expensive and may not be  necessary if guidelines such as those presented
in this section   are  used for  compliance with  the  SWTR.

     0.1,2  gbJectivfiof the  Recommended Guide!Ines
     The recommended guidelines were developed to  assure compliance with
the SWTR for the whole range of flow  rates,  flow configurations and water
quality  conditions  that  may be  encountered with  ozone disinfection of
drinking wattr.  The primary goal  of these guidelines is to assure
                                  0.1-2

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 compliance  with the SVITR  even  under "worst case" conditions.   Without
 compromising this  primary  goal,  these guidelines were developed to.meet
 the  following criteria:
                                                                 •
      1.     Simplicity: The guidelines for selecting contact time (T) and
            concentration  (C)  have to be easily understood by practitio-
            ners, even by those who do not have  an engineering background.
      2.     Implementation:  The  procedure to estimate  concentration and
            time should be easily Implemented, even by water utilities that
            have only limited  engineering and technological means.
      3.     Economics:  The  guidelines  should  be  designed  to  minimize
            capital and operating costs and to minimize ozone consumption.
            The guidelines  should be flexible  enough  to allow systems to
            take advantage of site specific characteristics of the treated
            water and the various  designs of ozone contactors.

      0.1.3  EPA's  Approach in Setting the Recommended Guidelines
      EPA 1s aware that the  current technological knowledge 1s Insufficient
 to formulate a consistent  and efficient  single set of general rules that
 will  achieve these conflicting goals  and still guarantee  compliance with
 the  SWTR.   Therefore,  EPA developed two alternative sets Of guidelines
 that  systems may use depending on their  technological resources:
            Alternative 1: General guidelines which assure compliance with
            the SWTR regardless of the site specific conditions,
            Alternative 2: A sophisticated evaluation procedure that water
            utilities may use to  take advantage of their site specific
            conditions.
      These  guidelines  are considered  to be state-of-the-art.   As more
 Information becomes available, more accurate approaches  and models may be
 developed.  A brief description of  the current alternatives follows.

     Alternative 1 - General  Guidelines
     This alternative consists of a simple set  of general  guidelines that
 assure compliance with the SWTR even  under worst case conditions.  These
guidelines  were  developed  to  emphasize  generality  and  simplicity.
However, they may not result  1n the lowest cost alternatlve(s).
                                  0.1-3

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      Tht second  and third  sections  of this  Appendix  contain detailed
 descriptions of the general  guidelines.  Section 0.2 contains procedures
 to estimate the contact time (T) and Section 0.3 contains procedures to
 calculate the  concentration (C)  In ozone  contactors  based  on  simple
 measurements of some parameters.  The basis  for these general guidelines
 is discussed in two papers  (Lev and  Regli, 1990a,b).

      Alternative 2 - Site Specific Evaluation  Procedures
      This alternative consists  of a more sophisticated set of evaluation
 procedures to characterize the performance of, ozone contactors and thereby
 take  advantage  of site  specific conditions.  EPA recommends that systems
 be given opportunity to prove by further experimental and analytical data
 that  the performance of  their ozone  contactors are  better  than  the
 performance predicted by the first alternative, thereby allowing a system
 to minimize costs  while providing adequate treatment.             •  .
     Section  0.4 outlines  recommended  procedures  for demonstrating that
 ozone contactors achieve better performance than  that  predicted  by the
 first alternative.

     0.1.4  Typical Ozone Disinfection Units
     Several types of ozone contactors  are currently in use for disinfec-
tion of drinking  water  in the United States.  Other types of contactors
are being designed or are being used for disinfection  of treated sewage
effluents.   The  following  characteristics  Illustrate the  diversity  of
ozone contactors:
           The  capacity of  ozonatlon  systems ranges  from less  than  1
           •illion gallons per day (ragd) up to 600 mgd.
           The volume of ozone contactors ranges from less than 35 cubic
           feet up to more than 35,000 cubic feet for a single chambers.
           The  ozone gas stream may be Introduced Into  the water  by
           several ways  including porous dlffusers,  submerged turbines and
           gas Injectors.
           Ozone contactors Include  single or multiple gas/liquid contact
           chambers.
                                  0.1-4

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      Four typical  ozone  contactors  currently  1n  use or In design In the
United States are  shown  on Figures 0-1 through 0-4.  Figure 0-1 presents
a schematic of an  aspirating turbine contactor, operating 1n coun.tercur-
rent  flow.   A turbine agitator 1s used to  Introduce  the ozone Into the
contactor and to mix the liquid phase.  This unit nay serve as the first
ozone chamber In a series  of chambers  or  as a single chamber.   The unit
shown 1n this figure 1s from the Hackensack  Hater Company's Haworth Plant
at  Haworth,  New Jersey.   The turbine  chamber  1s  followed by a reactive
chamber to provide additional  contact time.  Studies conducted In the full
scale turbine  agitated contactor demonstrated that even when  the ozone
demand was  high,  the dissolved ozone  concentration was almost constant
throughout the contactor as a  result of the vigorous action of the turbine
(Schwartz et al, 1990).
      The 600 mgd ozone system of the city of Los Angeles  1s comprised of
four  parallel contactors each consisting of six chambers. A schematic of
one  of  these  contactors  Is  presented  on Figure  0*2.  (Stolarik and
Christie, 1990)  As Indicated on this  figure:
           An oxygen stream  containing a  few percent, by weight of ozone
           1s compressed through bubble diffusers Into the first and third
           chambers of the contactor.
           The second  and fourth chambers  are used  to provide contact
           time, without supplying  additional  gas to the liquid stream.
           The size of  the  first  three gas/11quid  contact  chambers 1s
           20,400  cubic  feet each.
           The fifth and sixth chambers are the ozonated water channel and
           the rapid mixer basins.
           The liquid and gas streams In the first and third chambers flow
           In a counter-current pattern; the gas stream flows  upward and
           the water stream flows downward.

     As Illustrated on Figure 0-3,  a similar design approach  was taken by
the  City of  Tucson,  Arizona.    This  contactor  1s  comprised  of five
chambers, all of which  are  equipped with gas diffusers.  The sixth chamber
has no dlffusers.   The flow in  all six chambers Is  counter-current  flow.
These counter-current chambers are stparated by narrower co-current liquid
channels in which the water flows upward to the inlet of the next chamber.
                                  0.1-5

-------
     The  East Bay  Municipal  Utility  District Oakland,  California Is.
                                                                         •
currently designing two 60 mgd ozone contactors, the first of which 1s to  "•
be operational  In 1991.   As  Illustrated on  Figure  0-4, the  contactor
Includes three ozone gas/1Iquld chambers followed  by  three nore reactive
chambers to provide additional  contact time.  The first and third chambers
are counter-current and the second chamber Is  co-current.  In the latter,
the water  and the gas bubbles  flow  In the  same direction..   Hydrogen
peroxide can  be  added at the  outlet  of the contactor to dissipate any
residual dissolved ozone.
     The following types of contactors  are already used 1n other parts of
the world, but have not yet been Installed 1n  the  United States:
           The Deep U Tube contactor shown on  Figure 0-5, 1s comprised of
           two concentric flow tubes.   Water  and  gas  streams are Intro-
           duced at the  top  of the Inner tube and the mixture 1s pumped
           10 to 30 meters downwards at a velocity greater than the rise
           rate  of the  gas.   After   reaching  the very  bottom of the
           contactor  the mixture flows  up  In the outer  section  of the
           contactor.  The Deep U-tube 1s basically a co-current operation
           taking  advantage  of the  Increased mass  transfer at  high
           pressures.

           The Static Mixer (shown on  Figure 0-6)  consists of a flow tube
           equipped with baffles to produce  efficient  contact between the
           liquid  and the  gas streams.  This Installation  1s gaining
           popularity  1n Europe particularly  for  small  and medium size
           disinfection units.  Here the flow 1s basically co-current, the
           liquid  and  gas  flow 1s  1n  the same direction,  through a tube
           equipped with baffles that create turbulence and thus Increases
           the rate of gas-Hqu1d mass transfer.   The  ozone  1s  applied  to
           the water  prior to  the mixer either through  an  eductor or  a
           dlffuser.   Following dissolution through the mixer, the water
           flows through a  pipeline in plug flow.

        -   Some  contactors,  particularly for  disinfection of wastewater
           effluents,  use packed beds  to Increase mass  transfer.   Co-
           current or  counter-current  flow  configuration may be used.


     The  guidelines  were developed  to  represent  four  different flow

conditions  1n ozone  contactors.  However,  other  types of contactors  or
flow conditions  may still  use the same guidelines if  the  features of the

gas-Hqu1d flow configuration as presented In Section 0.4 of  this appendix

are taken  into account.
                                  0.1-6

-------
           RAW WATER INLET
                                        I— EFFLUENT
ATlNCaX  f
"E     >4
    i  : ^
    i  i  t*««
SELF
ASPIRATING
TURBINE
  V.
                                            REACTIVE
                                            CHAMBER
FIGURE 0-1 -TURBINE OZONE CONTACTOR.

            HAWORTH WATER TREATMENT PLANT

            HACKENSACK. NJ

-------
WATER INLET
•ET »
7
OZOHC CONTACT BASIN
i * i i i »
i i i I i i
i i i i i i
- i ii ii i
i i i i i i
i i i i I i
i i i i i i
i i ii
, , ' , ,
i i i I i i
i i i i i i
i i i i i «
i i ii i i
i i i i i i
1*1111
o o o o o o

II
1

i i ' i i1 i i 	
i < ii ii
i < • i i i
i i.i iii
i i i i i i
i i i 1 i i i
i i i I i i i
i i ii
HI
i i it
• i t i i i
i i i i i i
i i i i i i
i i i i i i
i i i i i i
o o o o o o
9 % /p OZONE FEED CAS SPLIT, ^21%

"• 	 11
••MM
IV


-^
«•
V
RA
^•^Ml
PtO UIXCI
— *~—
VI
£
I


«
••MNH
b
i

'


•

»-

                                                                                  WATER
                                                                                  OUTLET
           FIGURE 0-2 - MULTIPLE-CHAMBER OZONE SYSTEM, LOS-ANGELES AQUEDUCT
                       FILTRATION PLANT, STOLARIK tt ai. (1938)

-------
                                            TO

1
J
1
1
.1
2
1 1
1
« '
i
r
3
FROM
RAW WATER
MPOUNCM8ir
i
r
4
L.
I
\
(
" j
-1S
I
MMMM»
r
6
Ih-
x OZONE DIFFUSED
FIGURE 0-3 - MULTIPLI-CHAMBf R OZONE SYSTEM CITV
           OF TUCSON, ARIZONA, JOO$T «t al. (1089)

-------

                                                              (IIMIACIOH
                                                              Oft- UAi tO
                                                              OiOMi
                                                              OtSINUCI
1 	 ^.
1
} 1
— 1 —
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/J
	 TT — "-

/
wtriucMi
CtlAMMtL
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1
JMlNUTf
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IMt
CltLI
BKMMtCINMH
/ ^

A


r
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3MINUIC
IHKNlNMt
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cm a
HMklMttCIMtMl


1 f-1
.
3MWU1I
UllfKIION
IIMi
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NHMNMCIMM
V

s
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)MMMfIt
UtlfNTlUN
YIMf
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WMUVAIMMI
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1
lIMMITf
OiflNTNJN
cut *
lUltMTAllUMI
V.
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IS
1
bCKMIMJN
IIMt
/

4'AU( '
IN
*•
f
'fFFlUfNT
CliAMMfL
WIlHSCUM
MIMUVAt
mOVlSIONS
     O/OMi
FIGURE 0-4 - MUITIPLE-CHAMM-H OZONE SYSTEM. EAST BAY MUMCIPAL
            UTH.ITY OISTWCT. OAKLAND. CALIFORNM. CAflNS (IttO)

-------
 INLET OF WATER
  INLET OF GAS
     DESCENDING
       TUBES
      EXTERNAL-
     TUBING CUVE
                            OUTLET
                            OF GAS
                             OUTLET OF WATER
                                  bl
FIGURE 0-5 - SCHEMATIC OF THE DEEP U-TUBE OZONE
           CONTACTOR, ROUSTAN *t al. (1SS7)

-------
WAIBt MLET
                FIGURE 0-6 - SCHEMATIC OF IN-LINE STATIC MIXER

-------
                 0.2  DETERMINATION OF CONTACT TIME (T)


      0.2.1  Background
      The  hydraulic characteristics  1n ozone  contactors range  from an
 almost  Continuous  St1rred-Tank Reactor  (CSTR)  to an  Ideal  plug  flow
 configuration.  Because the T10  approach nay not be adequate for determin-
 ing  the 1nact1vat1on provided for  systems resembling a CSTR, and because
 the  T10 approach 1s overly conservative 1n other cases, EPA recommends the
 following three numerical methods to predict the contact tine (T)  in ozone
 contactors;


      T10:  The T,0 method discussed  1n Appendix C (and in  Section 0.2.2} 1s
      a  good  measure  to  characterize  the contact  time  1n  most cases.
      However, this method reduces the possibility of complying with the
      SWTR for systems  that have relatively high back-mixing and require
      high 1nact1vat1on  levels.

      Segregated Flow Analysis (SFA):  (See  Section 0.2.6) This Is an alter-
      native  procedure  to calculate the disinfection contact time.  This
      procedure  1s  applicable only to  systems that have  good  data from
      tracer  studies of  high  resolution as explained 1n  Section 0.2.6.

      CSTR:  The Continuously Stirred-Tank Reactor {CSTR) method described
      1n Section  0.2.5,  assumes the  ozone contactor behaves as  a CSTR.
      This  procedure 1s  extremely conservative.   However,  no  apparent
      simplified analysis  1s currently available to make  It less conserva-
      tive.   The CSTR approach should be used only when.*

           Other predicting  techniques are not recommended,

           The required  1nact1vat1on level Is very low, or

           Systems cannot afford to get good tracer study data for other
           methods.


      Systems  may choose the  optimal  method for their situation based on

the  available data to perform the  calculations.  A discussion  of each Is

presented belqw.


      0,2.2  Ttp Analysis
      The simplest method  of calculating the contact time, T, of microor-
ganisms In  a contactor  Is by  the T10 approach.   Tto 1s  defined as the
detention time to  assure that  90  percent of  the  liquid that enters the

                                  0.2-1

-------
 contactor will  remain at  least  T10 minutes  In  the contactor.   A system
 achieving a CT10 corresponding to X percent inactivation,  will assure that
 90 percent of  the  water passing through the contactor  Is receiving at
 least X percent Inactivation,  while 10  percent  of  the water will receive
 less than X percent Inactivation.
     When conducting a  step-input tracer study, T10 Is the time Interval
 required  for the outlet tracer concentration to  achieve 10 percent of Its
 ultimate  response,  following  an  Inlet step addition.  Appendix.C of this
 manual contains procedures to conduct and evaluate  tracer studies for the
 determination of T10.  Appendix C also contains procedures to estimate the
 T10 of  contactors based on their baffling conditions and flow configura-
 tion.
     The  results of tracer studies conducted on several  ozone contactors
 (Stolarik and Christie,  1990,  Schwartz et al, 1990,  Rosenbeck et a1, 1989)
 Indicate that high quality tracer data on ozone contactors can be obtained
 and that T10 can be  estimated  with  high  precision,  but to a lesser degree
when T10 1s less than one minute.
     T10 Is t good measure of  the contact time 1n most contactors and the
 safety margin provided by using  T10 compensates for the  Inferior perfor-
mance of contactors with a high degree of short-circuiting and backmixing
relative to contactors that approach plug flow  conditions,  (see Lev and
Regli,  1990a, for further detail.)   However, for contactors with a high
degree of short-circuiting and a need to provide a high level of Inactiva-
tion, this safety margin  fails to compensate for the effect of backmixlng.
 In such cases, approximately  10 percent of the  water passing through the
contactor receives  significantly less than the  inactivation indicated by
CT)0.  In  these  cases, either  the SFA or the  CSTR approach should be used
for determining the contact time.
     The recommended alternatives for determining the contact time (T) for
various conditions   of  T10 versus  hydraulic detention  time  (HOT)  are
presented in Table 0-1.  HOT  is determined by dividing the liquid volume
of the contactor by  the rate of flow through the  contactor.  As illustrat-
ed in this table:
                                  0.2-2

-------
                               TABLE 0-1

                 Recomended Procedures to Calculate  the
                     Disinfection Contact Tine (T)
Condition:      T18<(H0T)/3          718<(HOT)/3

            -Logd/L)*1* < 2.5   -Log(I/I0)m >• 2.S
                                                        VCHDTJ/3
Recommended
Methods:
                  SFA
                     {2J
                                        SFA
                                           C2>
                 CSTR
                     t3)
                                                        CSTR
                                                            m
Notes:
     1.    Required  level  of  1nact1vat1on In  logs of  either  Glardla
           Iambi1a cysts or viruses whichever value 1s  greater;
           I  *  * live organisms 1n outlet of ozone contactor and
           Ig »  I live organisms 1n Inlet to ozone contactor

     2.-    High resolution tracer characterization of .the ozone contactor
           must be available.

     3.    The CSTR method  is extremely conservative and should be avoided
           when alternative approaches are possible.

-------
        •   Tht T19 mthod  1$ applicable for  systems thit are required to
            achieve  less  than a 2.S-log inactivation of Giardia cysts even
            ff the flow configuration in thtir ozone contactor approaches
            that of  a CSTR,  such as  disinfection in  contactors using
            turbine  agitators.
        •   Likewise,  tht T10 approach  if  appropriate  for systems demon-
            strating T10/HOT greater  than  1/3 regardless of the required
            level  of disinfection.
            Systeis  for which the T,0 approach  is appropriate to have the
            option of applying either the SFA  or CSTR analysis.  The method
            resulting  in  the highest T value,  or thereby the  lowest  C value
            may then be followed.
     The SFA  or CSTR  should be used  in lieu  of T10 when the:
            Level of inictivation required  for fiiard.ii. cysts  and/or  viruses
            is  2.S-1og  or higher
        •    T10/HDT is less  than 1/3.

Systems should be aware that the 2.5-log  inactivation  guideline refers to
the  inactivation  provided  by  the  ozone   system  alone  regardless  of
inactivation  provided  by other disinfectants.  For example,  if a system
requires an overall  Inactivation of 3-log and provides 1-log inactivation
by chlorine,  then a 2-log  Inactivation is required by  ozone and  the  T10
approach can be used.
     Examples for applying the different methods  of calculation for T are
included in Section 0.2.8.
     0.2.3  Additional  Considerations for Ttoi  Multiple Chamber Contactors
     This  section  provides guidelines  for  computing T10  for  several
contactors  in  series.   The main  shortcoming of the T10 approach is the
inherent non-linearity of this measure.  In contrast to the HOT, which is
a linear measure, T10's of individual  subunits do not sum up to give the
T10  of  the  overall  unit.   For example:
       -   The HOT of two equal CSTRs  in series is  exactly twice the HOT
           of each CSTR.
       -   The T,« for the same two CSTRs in series is more than twice the
           sum of the individual  T,0's.
                                  0.2-3

-------
This raises some practical questions:
           How should  the T10 of  a multiple*chamber contactor be deter-
           mined using tracer studies?
           Is 1t necessary to conduct individual tracer studies for each
           chamber or Is It sufficient to conduct an overall study of the
           whole contactor?
           How can'the contact time of one chamber be determined based on
           the T10 of the overall  system?
     Conducting  tracer  studies  of  Individual  chambers  1n  a  multiple
chamber  ozone  contactor  Is  likely  to  be difficult.   In  addition,  an
analysis conducted by Lev and Reg11 (1990a) Indicates that the computation
of the contact time  (T) based on tracer studies of the Individual chambers
1s likely to lead to over design.   The excess  volume of a system designed
by summing the T10s of the separate chambers may be up to 9.5 times higher
than one designed by the overall  T,g  approach.  Therefore, EPA recommends
tht use  of an overall  tracer study  of  the whole contactor,  1n order to
lower operation costs and to avoid overly complex tracer studies.
     Disinfection credits for a multiple chamber contactor should be based
only on the active chambers, those which have a detectable ozone residual.
Based on the  recommendation to use overall tracer studies, guidelines are
needed for determining the disinfection credit  for  the  active part of a
system based  on  overall tracer studies.   The average concentration 1n the
Individual chambers  of a multiple-chamber system may deviate considerably
from one  another.    Therefore,  systems  must  be able to  assign  contact
times for each  chamber.
     Lev and  Regll,   (1990a) evaluated the consequences of using a linear
approximation based  on relative contact  chamber volumes and overall T10 of
the contactor to determine the contact time of Individual chambers In an
ozone contactor:
                                  0.2-4

-------
                                                          U)
     Where:

           Tio,eiwt*»r  "  *n  tpproxlmation  for tht  contact  time  of  one
                       chamber.
           *w tout  *  ^10 °' tjli en^r* «ulti-chamber ozone contactor as
                       determined by tracer studies
                    •  Volume of the Individual chamber
                    -  Overall volume of  the multi-chamber ozone conta-
                       ctor
      *

They demonstrated that such linear extrapolation may lead to an underesti-
mate of the required  T.   This underestimate can be significant when the
concentration in  the  different chambers deviate considerably  from each
other.  This would  be the case when the residual  ozone concentration in
one chamber Is zero.
     Considering the  various  safety margins that are Included  in  the T10
approach,  and considering the practical complexity involved in conducting
separate tracer studies,  EPA recommends the use of the linear approxima-
tion described 1n Equation 1  provided that  the volume  of the portion of
the contactor  that has  zero residual ozone  is less  than half  of the
overall  volume of the ozone contactor:
     Where:
           Vfn«etiv« chwtar "   ^nt v°1ume of the chambers in the contactor
                             where the ozone concentration is zero
           vwt*i           " Thi volume of *ne  chambers  with a residual

     The following examples illustrate the  computation of  the  overall
inactivation performance of Jiultlpie-chamber  systems using  the  linear
approximation of Equation 1:
     Example 0.2-1  jjnear approximation to predict I
•10
           An ozone contactor has three chambers  1n series.  Each chamber
           has a volume of 353 cubic feet.
                                  0.2-5

-------
      The average ozone concentration In each  chamber is:

            First chamber: C,-0 ng/L  ozone.

            Second chamber: C2*l mg/L ozone.

            Third chamber: C3  «0.5 ng/L ozone.

      C,,  C« and Cj are  the average  concentrations,  determined as
      described In Section 0.3.

      The utility  measured T10 *  5  min for the  entire ozone con*
      tactor.

      The volumetric  fraction of the  chamber which has  no ozone
      residual is  V(V,+Vj+V,)) - 0.33  which  is  less  than the 0.5
      guideline.  Therefore ft 1s permissible to use Equation I in
      order to estimate the CT achieved in  the ozone contactor.
                                       i               *

      The total CT achieved by the ozone contactor  is:

      CT • (WlT,,^)^)/^)] +  CC3mT1M8MlHV5)/(vtottj]

      CT . (1)[(5)(10)/(30)] + (O.S)[(5)(10)/(30)J  - 2.5

      The CT achieved by the ozone contactor 1s 2.5 mg-min/L.

Example 0.2-2  linear approximationnot  applicable

      An ozone contactor consists  of:

            A chamber with  a  volume  of 70  cubit  feet and equipped
            with a turbine agitator

            Followed by a second chamber with  a volume  of 200 cubic
            feet.

      The first chamber  has an ozone residual of 0.5  mg/L and the
      second chamber has an ozone  residual  of  zero

      The T10ftotat * S  ntin for  both chambers at the  peak flow rate

      The volumetric fraction  of the  chamber with no ozone residual
      is 200/270  • 0.74  which  is greater then  0.5 of  the total
      volume.  Therefore, the use of Equation 1  to approximate the
      T10  of the chamber that contains  an ozone  residual  1s  not
      recommended.

      The system may  estimate its performance by  either  the CSTR
      approach taking into  account only  the detention  time of the
      first  chamber or conduct tracer studies  of the first chamber.
                            0.2-6

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      0"2.4   Alternative Analysis of Disinfection Kinetic^
      The CSTR and the SFA approaches utilize tht Chick-Watson 1nact1vat1on
 rult directly nthtr  thin relying on  tht CT approach.   Tht following
 section describes this  alternative approach to reprtsent tht disinfection
 kinetics.
      The  Guidance Manual  recommends that systems  should  calculate the
 1nact1vat1on level  In their disinfection contactors by the CT approach.
 Table 0-2 presents CT data corresponding to specified Inactlvatlon levels
 of 61ard1a cysts and viruses by ozone.  An alternative way to present the
 same Information  1s  by  tables  of  the  kinetic  coefficients  used  to
 calculate the CT values.
      The CT  values presented 1n Table 0*2 were calculated based on batch-
 reactor  experimental  Information  that  was  fitted Into  a  logarithmic
 correlation  according to a first order Chick-Watson's rule  (Chick, 1907;
 Watson 1908; and Hoff,  1987):
           log(I/I0) -  - k CT                                  (2)
      Where:
           I/I0 «       Survival  ratio of the  dardla cysts or viruses
           C   *       Residual  concentration of ozone in mg/L
           J   -       Exposure  time  in  min.
                                                         •s
           k   »       A  kinetic  coefficient  which  characterizes  the
                        specific  rate of inactlvatlon  of the microorgan-
                        isms at the  appropriate temperature and pH.
      Solving Equation  2 for k yields:
           k - -log  (I/U                                          (3)
                 CT

      Equation 3 can be used to calculate k values corresponding to the CT
values In Table 0*2.   Table 0-3 summarizes these k values.  Equation 3 may
also be used to transform Inactlvatlon levels  (I/I0) to CT values and vice
versa.
      The following example Illustrates the use of the values presented 1n
Table  0-3   to  calculate  the   performance   of  multiple-chamber  ozone
contactors:
                                  0.2-7

-------
Example 0,2-3  Multiple-chamber Ozone Contactor
      An ozone contactor consists of three chambers  1n  series .
      Temperature Is 5 C.
      The first chamber his a 10 percent survival  ratio for  Glardla
      cysts,  or (I/I0) * 0.1, which also corresponds to 90  percent
      inactlvatlon
      The second chamber has an I/I0 » 0.07
      The third chamber has an I/I0  • 0.03
      The total  Inactivation may be calculated by either summing  CT's
      or summing logs of Inactivation,  as presented  below.
      Summing CT's:
        -  At 5 C the k for Giardia cvsts - 1.S8
           The survival fractions are:
           First Chamber  -0.1
           Second Chamber -0.07
           Third Chamber  -0.03
           Therefore, the CT values in each of the  chambers are:
                  First chamber:
                  CT - -log(I/I0)/k  i"-1og  (0.1) /(I.58) » 0.63
                  Second chamber:
                  CT • -log (I/I0)/k - log  (0.07)/1.58-» 0.73
                  Third chamber:
                  CT - -log(I/I0)/k  - -log  (0.03J/1.58  - 0.96
        -. Total  CT is : 0.63 * 0.73 * 0.96 -  2.32
        -  As indicated in Table 0-2, a CT of 2.32 is  sufficient  to
           achieve  a 3-log inactivation of Giardia  cysts.
      Summing logs of inactivation:
        -  First chamber: -log (I/I§) -  -log(O.l) « 1
        -  Second chamber: -log(I/I0) -  -log (0.07) -1.15
                            0.2-8

-------
      TABLE 0-2

    CT VALUES FOR
1NACTIVATION BY OZONE
Glardla
Inactivatlon
0.5 log
1 log
1.5 log
2 log
2.5 log
3 log
Virus
Inactlvatlon
2 log
3 log
4 log
Twiner a ture fC)
is!
0.48
0.97
1.5 '
1.9
2.4
2.9

0.9
1.4
1.8
-i-
0.32
0.63
0.95
1.3
1.6
1.9

0.6
0.9
1.2
UL
0.23
0.48
0.72
0.95
1.2
1.4

0.5
0.8
1.0
li_
0.16
0.32
0.48
0.63
0.79
0.95

0.3
0.5
' 0.6
iSL
0.12
" 0.24
0.36
0.48
0.60
0.72
1
0.25
0.4
0.5
21.
0.08
0.16
0.24
0.32
0,40
0.48

0.15
0,25
0.3

-------
                               TABLE 0-3

                   k Values for Ozone Inact1vationm
TEMPERATURE (C)          JLi.   I _   UL.     15_     l!L_      2S


Inactivities            1,03   1.58   2.08     3.12     4.17      6.25
of fiiafdia cysts
Inactlvatlon            2.22     3.33    4.00     6.67     8.00      13.3
of Virusas
     C1>    k - -1og(I/!0)/(CT)  1n  L/rog-mln.  Whin Chick's rule is rtpre-
           senttd by the  formula  ln(I/L)  •  -K  CT (In stands  for  the
           natural  logarithm) then k should  be calculated by k - 2.3Q3(K)

-------
                  Third chamber;  -logCI/y « -log {0.03) • 1.S2
                  The total  logs  of inictlvitlon  1$:
                    •log (I/I0) - 1 + 1.15 + 1.52 • 3.67,
              -    Tht 3.67-log inactivation of filn^ii cysts Is higher thin
                  tht required 3- log  inaetivation

      °-2-5  Continuously  Stirred-Tank Reattor  fCSTRl Approach
      The  CSTR method assumes that the flow configuration  in  tht ozone
 contactor approaches that of completely stirred rtactor.  In «ost cases,
 this  calculation method  1s  the most conservative  approach.   Studies by
 Schwartz  et  al   (1990)  suggest  that  well -operated turbine contactors
 approach  Ideal CSTR  characteristics and the CSTR calculation  1s appropri-
 ate.   In  some cases, CSTR calculations offer the only apparent method to
 evaluate  the performance of the  ozone  contactors.   CSTR calculations
 should  be used  under tht following conditions 1f  systems have no other
 means for demonstrating the  1nact1vat1on efficiency.
           Tracer data are not  available,
           The required  1nact1vat1on level 1s  greater  than 2.5-log,  and
           ozone  disinfection  Is  applied  in a single  chamber contactor
           with T,  1/3  then  the  1nact1vat1on predicted by CT,« 1s
           appropriate provided that tracer data are available.  If nigh
           resolution tracer data are  available  then the SFA method  can
           be applied regardless of the level of 1nact1vat1on required or
           the ratio of T10/HOT.
     In some cases, systems may  actually receive more credit by using the
CSTR approach then by using the T10 approach.  Higher credits result when
a low level  of ozone disinfection such as 0.5-log  1s required and mixed
contactors are used.
     When using the CSTR approach, the  1nact1vat1on performance should be
evaluated for viruses and G lard la cysts, regardless of which required CT
1s  higher.  : This  recommendation results  from  the  influence of  flow
characteristics on contactor performance, as discussed  in Section 0.2.7.
     The  performance equation  for  a  CSTR  is based  on two  important
assumptions:

                                  0.2-9

-------
        1.  The  concentration  of  disinfectant  and  microorganisms  is
            homogeneously distributed 1n the contactor.
        2,  First order Chick- Watson 'i law applies.  That  Is, tht rate of
            1nact1vat1on of the microorganisms 1s approximately proportion-
            al to the concentration of the microorganisms  and the concen*
            tratlon of disinfectant.
      The performance of a CSTR contact chamber 1s given by:
            (I/y  % 1/[1 + 2.303(k)C(HDT)]                   -r    (4)
      Where:        •
              k   «     k 1 net 1 c coe f f 1 d ent f or mi croorgan 1 $m 1 nact 1 vat 1 on
                        [k values  are listed 1n Table 0-4 (L/mg-min)j
            U/I0)  -     Survival ratio of organisms
            C     •     Average concentration of disinfectant (mg/L)
            HOT   •     Hydraulic detention time (win)

      Equation 4 may also be used to calculate the ozone concentration that
 1s  required to achieve a specified level  of 1nact1vat1on  for a given HOT
 or  to compute the HOT required to achieve  a desired, inactivation level for
 a given  ozone concentration.  Equation 5 restates Equation 4 for use in
 determining C or  HOT
            C(HOT)  -  [l.(l/I0)J/[2.303k  (I/I0)]               (5)

     The effects of mixing on improving disinfection effectiveness may be
very significant  In  CSTR contactors, and  are not accounted for 1n this.
model .
     Examples  demonstrating how  to calculate  the operating conditions
necessary  to meet  the required Inactlvatlorv levels by the CSTR approach
are included in Section 0.2.8.2.

     0.2.6  Segregated Flow Analysis  fSFAl
     SFA  1s  a method that   is  often  used  to  characterize  chemical
reactions.  Better approximations may be determined through analysis and
modelling  of  the  specific details of  the flow  pattern  1n the  ozone

                                 0.2-10

-------
 contactor,  but such  mode11 Ing cannot be  done based on  tracer studies
 alone, as the SFA can.  Comprehensive descriptions of the SFA can be found
 1n several references Including Levensplel  (1172) and Seinfeld and lapidus
 (1984).   The SFA  assumes that the  Inactivation  In a contactor'can  be
 determined  by  the product  of the probabilities  of two  events;    the
 probability  distribution for water to remain  1n the contactor;  and the
 probability distribution for organisms to survive as they pass through the
 contactor.
     The first  probability function describes  the  chances of a nicroor-
 ganlsm remaining 1n the contactor for a specified time period.  The water
 passing through the contactor has a probability distribution, determined
 by tracer studies which  indicate the detention time for each fraction of
 the flow through the contactor.
     The second probability function describes  the chances of a microbio-
 logical species surviving  following  exposure to  a disinfectant for  a
certain amount  of  time.   This probability  function  Is  given by  the
modified Chick's equation: (I/10) %10*lct.   Each fraction of the flow would
have a different "t" for which this equation would apply.  For example,  a
virus that  is exposed for 1 minute to Ol  mg/L  ozone  when k-1 L/mg-min has
0.1  (10 percent) chances to  survive.
     The following illustrates the intuitive origin  of the SFA approach;
           The flow in an imaginary contactor may be  viewed by flow lines.
           A microorganism that is introduced at time t-0 will follow one
           of these flow lines.
           For  simplicity,  consider  that only four  flow  lines  exist  as
           represented on  Figure 0-7.
           A microorganism that is Introduced in the  feed to the contactor
           has some probability  (PI) of  following any  one of these four
           lines.
           The microorganism will  then  remain for  a specific detention
           time, characteristic of each flow line,  in the contactor.
           This concept  Is presented schematically  on  Figure 0-7,  where
           the flow lines  are  represented  by  four different  tubes  whose
           lengths (or detention times)  correspond to the lengths of the
           flow lines on Figure 0-7.
                                 0.2-11

-------
           Microorganisms  that  an  Introduced  Into various tubas  have
           different probabilities of survival (P2), btciuse of different
           susceptibilities to disinfection 1n tach of these tubes.-
           The product  of the probability that a Microorganism will  be
           carried  Into a specific  tube  (PI)  times the probability  of
           survival after being exposed to the hostile environment for the
           appropriate  time (P2) Is the probability that a microorganism
           Introduced  Into the  feed Inlet will  get  out  alive from  a
           specific tube  (P1)(P2).
     For example,  1f  20 percent of the flow  Is directed  Into  the  first
flowllne and I/I8 for this  fraction of the flow equals Q.2S, a microorgan-
ism has  (0.2}(0.25)  or a  5  percent  chance'of emerging alive  from this
specific  flowllne.    The total  survival  of microorganisms  that  are
Introduced  Into  the Inlet  to the entire  contactor can be  computed  by
summing up all four survival probabilities, (PI)(P2).
     Complete examples  for the  application  of  the SFA are  Included  1n
Section O.2.S.3.   For  SFA to be applied,  a high resolution tracer study
must be available.  The requirements for a high resolution tracer study
are:
           Appropriate  time distribution of sampling points.
           Limited degree  of  scatter  1n sample points.
     The first requirement 1s to have several sample points prior to the
occurrence of T10 and less frequent sampling points thereafter.  Several
sampling points prior to T,0  are  essential  to get an accurate representa-
tion of what  1s  occurring 1n the early flow through the contactor, when
organisms are most likely  to  exit the contactor while still viable.  The
second requirement If for  a limited  degree of scatter between the sample.
points.  The plotted curve should Ideally be continuous  to  allow for more
accurate Integration to predict  the  survival of microorganisms.

     0.2.7  Relative Inact1vat1on of Giardia Cvsts  and Viruses
     In most cases, when  the  CT  required for the 1nact1vat1on of Giardia
cysts Is greater than  the CT required  for the 1nact1vat1on of viruses,
compliance with the 1nact1vat1on requirements for S1ard1a  cysts will
                                  0.2-12

-------
    A. PLOW LINES IN A CONTACTOR
     INPUT
                                           OUTPUT
      B. SCHEMATIC REPRESENTATION OP TNE PLOW LINES
       C. SURVIVAL PROBABILITY FOR AN ORGANISM
Flow
Line

 1

 2

 3

 4
Fraction of Flow
Into thePlowUne
                                 P,
                               (I/1
)
                            Survival Ratios
   Overall
Survival Ratios




SUM
2/10
4/10
1/10
3/10
1
1/4
1/8
1/16
1/32

16/320
16/320
2/320
2/320
37/320
FIGURE 0-7 - PRINCIPLE OF SEGREGATED FLOW ANALYSIS

-------
 assure compliance with the virus  Inactivities requirements.  Specifically,
 this  1s  true .when:

      •WW > IPid/VvfrJ'  1092.S-loq
     The Haworth  Hater Treatment  Plant, Hackensack,  New Jersey,  uses a
 turbine ozone chamber followed by a contact  chamber  to provide additional
contact time.  A schematic of the contactor 1s shown  on Figure 0-1.  The
treatment plant provides  filtration after  the ozone contactor.  For the
purposes of this example,  although 1t  1s not the case for Hackensack, the

                                  0.2-13

-------
ozone system must provide disinfection for 2-1og fiiixdJi and 3-log virus
1nact1vat1on to supplement filtration.  The following  conditions apply:
                 Water Temperature •     0.5 C
                 CT for 2-1og GUrdla  « 1.9 mg-mln/L
                 CT for 3-log virus    « 1.4 mg-mln/L

           A tracer study was conducted on one of the four ozone contact-
           ors.  Figure  0-8  depicts the chart recorder of the raw data
          . that were collected during the tracer study.

           The HOT at the flow rate of the study was 20  minutes, and the
           T10  occurs at  11 mln.

       -   The  T10/HDT of 0.55,  Is  greater  than  1/3,  making the  T,0
           approach valid for this system.

           The CT for Glardia 1nact1vat1on 1s the controlling  CT because
           1t 1s greater than the CT for virus 1nact1vat1on.

           Using the T10 of  11 min,  the residual needed to meet the  CT
           requirement of 1.9 mg/L-m1n 1s determined as follows:

                       C • 1.9 ma-m1n/L • 0.17 mo/L
                              11 min

           As a result  of using the T10 approach,  the system must maintain
           an ozone concentration of 0.17 mg/L 1n the contactor to provide
           the necessary disinfection.

     The application of the SFA method for this contactor 1s presented 1n

Section 0.2.8.3.


     Example 0.2-5  LOW Detention Time.  Inact1vat1on Required <2.5-log
     A system using slow sand filtration must  provide disinfection for 1-

log Glardla cyst and 2-1og virus Inactlvatlon.   The system has an ozone

contactor equipped with a turbine mixer.   The  following conditions apply:

                 Water Temperature »     25 C
                 CT for  1-log Clardla  - 0.16 mg-mln/L
                 CT for  2-log virus    • 0.15 mg-m1n/L


       -   The CT for G1ard1a.cvst Inactlvatlon 1s greater than the CT for
           virus Inactlvatlon and  1s  therefore the  controlling CT.

       -   A  tracer study  was  conducted for  the  ozone  contactor  and
           resulted 1n a  T10  of 30 seconds.
                                 0.2-14

-------
           The HOT of the contactor it the flow rate  of the study was ISO
           seconds.

        -   Thus T1C/HDT - 30/150 • 0.2, 1s less than 1/3, however, because
           the  required  inactlvatlon  1s  less than  2.5-log,  the T10
           evaluation  for this system  1s appropriate.

           Based on the T10 evaluation, the residual needed to meet the CT
           requirement 1s determined as follows:

                       CT - 0.16 nig-B«1n/L

                 C * 0.16 mq-m1n/L « 0.32 mg/L
                       0.5 min

           Thus, according to  this  approach,  the system must provide an
           ozone  concentration of  0.32 mg/L  to meet  the  Inactlvatlon
           requirements.

           Because of  the low T10/HDT  value  for this system,  the  CSTR
           approach is an alternative for determining C.   This example is
           presented in Section 0.2.8.2.


     Example 0.2-6  low DetentionTime. Inactlvation Required >2.S-log
     An  unfiltered  water system must  provide  disinfection for  a 4-log

inactivation of viruses and a  3-log  1nactivat1on of Giardia cysts.   The

ozone system uses a single chamber turbine contactor for disinfection:

           The hydraulic detention time measured at peak flow rate is 30
           minutes and T10 determined by a tracer study  Is 9 minutes.

           The T.p approach is  not  recommended  for  this  system because
           Tio/HDi of 0.3 is less than 1/3 and the required level of 4-log
           virus Inactlvation is higher than the 2.5-log level.

           SFA or the more conservative CSTR calculations may be used to
           determine the  required  ozone concentration for  this system.
           Examples of the  CSTR and SFA calculations are  presented in
           Sections 0.2.8.2 and 0.2.8.3, respectively.

     Example 0.2-7  High Detention Time. Inacjivation Required <2.5-1oq

     The Sturgeon  Bay  Water Treatment system  (Rosenbeck, 1989)  uses  a

series of two submerged turbine  ozone  contactors followed by a reactive

chamber to disinfect ground water:
           The results of a tracer  study conducted on one  of  the mixed
           contactors is shown on Figure 0-9.

           The T1(, from this study  is approximately 30 seconds  while the
           hydraulic detention time is 62 seconds.

                                 0.2-15

-------
        •   T.g/HOT « 30/62 « 0.48 which 1s greater thin 1/3.  Therefore,
           the  Tf§ approach Is appropriate for this system.

      In this case, the SFA method is not recommended as an alternative to
the T10 approach because of the minimal  detention tines in-the contactor.
With  such a short  period for  the  collection of samples,   the  data are
Insufficient for  the  SFA method.   The resolution of the tracer studies,
apparent  1n Figure  0-9,  will  lead to an overly conservative estimate of
the 1nact1vat1on  1f differentiation  1s  conducted by a forward algorithm.

     0,2.8.2  Eva!u a 11onj  Using CSTR Calculations
     The following two examples demonstrate the CSTR approach.  One Illus-
trates the benefit of the CSTR analysis over the T10 analysis.  The other
identifies conditions for which the  CSTR approach is not practical.

     Example 0.2-8  |.ow  Detention Jige.Inaetivation Required <2.S-log
     The  system Identified in  Example  0.2-5 is a  slow  sand filtration
plant,  using  ozone to  provide for  a  1-log  G1ard1a  cyst  Inactivation.
Chlorine  provides the 2-log  virus  inactivation.   Because  the  level  of
inactivation required from ozone disinfection is less than <2.5-log, the
system may'choose any method for the determination of the contact time.

           A tracer study conducted  on  the ozone contactor resulted In a
           T10 of 30 sec for a HOT of ISO  sec.
       -   The  fraction  of T10/HDT  is 0.2, which  is  less than  1/3,
           indicating that the  CSTR  approach may be appropriate.
           Chlorine provides disinfection for the viruses,  therefore the
           CSTR calculation for the  ozone disinfection requirements will
           be based on Glardia  cyst  inactivation.
           The following conditions  apply:
                 Water Temperature        «     25 C
                 CT for  1-log Giardla cyst    •      0.16 mg-min/L
                                                                    i
           Equation 5  from Section 0.2.5 applies for the CSTR calculation:
           C(HOT) - [1 - (I/I0)]/[{2.303)k

                                 .0.2-16

-------
  100
   90
   80
JP"%
S
u
  •0
   so
   40
   10
                              I
                              I T10=11 mln
                              I          i
                           10
15
20
                                                     TME (M MMUTES)


         FIGURE 0-8- SEGREGATED ROW ANALYSIS OF AN OZONE CX3N1»CT CMAMBBi-TRACBl STUW

-------
o
2

Z
o
u
u

o
u

Ul
o
£
o
8
N
 O
 Z
                                                                                 1
                                 TIME IN SECONDS
                 FIGURE 0-9 - TRACER STUDY OF STURGEON BAY OZONE

                             CONTACTOR. G.L. ROSENBECK, (1989)

-------
           Tht parameters are determined as follows:
           1.    From Table 0-3, k^,, » 6.25  for CT % 0.16 «1n/L it 2Sc
           2.    For i-1og Inactivation, I/10  %0.1
           3.    HOT - ISO stc or 2'.S mln
           C 1s determined as follows:
           C(HOT) . [0.9]/n2.3Q3)(6.2S) (0.1)] • 0.625 mg-Hn/L
                    .   C- 0.625/2.5 - 0.25 mg/L
     Thus, according  to  the CSTR  approach, the system must provide  an
ozone concentration of 0.25 mg/L  to meet the  1nact1vat1on requirements.
For this  case,  the  system would prefer to use  the  CSTR approach  rather
than the  T10 approach  since  the T,0 approach  would require a  0.32  mg/L
ozone residual, as shown In Example 0.2-5.

     Example 0.2-9  I.QW Detention Time. Inact1vat1on Required >2.S-loq
     An  unfiltered  water  system  must provide  disinfection   for  4-log
Inactivation of  viruses  and 3-log  1nact1vat1on of 61ard1a cysts.   The
system uses a single chamber turbine ozone contactor. Hydraulic detention
time measured at peak  flow rate  1s 30 minutes and T10 determined by tracer
studies Is 9 minutes.  T10/HOT 1s  less thin 1/3 and greater than 2.5-log
inactivation 1s required, therefore the T10 approach should not be used.
The CSTR or SFA methods are appropriate.

           Tht CSTR calculation must be conducted for both Glardla cysts
           and viruses to determine the controlling parameter
           Compute the C required for Inactivation of Glardla cysts:
             -   k cysts « 6.25 (Tablt 0-3).
             -   For 3-log Inactivation, I/Ie  • 0.001
           Using the CSTR equation:
           C(HOT) - p-0.001]/[2.303(6.2I){0.001}] » 69.5 mg-mln/L
           C  • (69.5 mg-m1n/L)/(30 min) • 2.3  mg/L
                                 0.2-17

-------
       -   Coroputt the required C for inactivation of viruses;

             •   ^rm • J3.3 (Table 0-3)

             -   For 4-log Inactivation  I/Ia • 0.001

       -   Applying the CSTR Equation:

           C(HDT) . [1 - Q.OOD1]/[(2.303) (6.2S)  (0.0001)] - 326 mg-min/L

           C - (326 mg-min/l)/(30 Bin) - 10.8 wg/l

     As  indicated,  virus  fnactivation  is  tht  controlling  parameter,
requiring a C of 10.8 mg/L.  Because of the higher ozone residual  needed
for the virus  Inactivation,  this  example Illustrates  why systems  should
verify compliance with the inactivation requirements for viruses as well
as for the inactivation requirements for Siardia cysts.  Since obtaining
an ozone residual of  10.8  mg/L is unrealistic, this example illustrates
how stringent disinfection  conditions can become  assuming CSTR character-

istics.  Consequently, the SFA would result in a more feasible residual
requirement for this system.


     0.2.8.3  Evaluations Using SFA

     The SFA method can be conducted on spread sheets.  Table 0-4 presents

the calculation  procedure  in  spread  sheet notations  for a  step  tracer

input;
           The  first  column  of  Table  0-4  represents  the  sequential
           numbering of consecutive tracer study measurements or digital
           measurement points  fed into the computer.

           The second column represents the time  Interval  that elapsed
           between  the  step  change  In  tracer   concentration  and  the
           sampling of the specific tracer point.

           The third column represents the tracer effluent concentration
           at  a  point in  time determined by  the  analyzer  (spectropho-
           tometer conductivity meter, etc.) reading.

           The fourth  column  represents  the tracer response on a scale of
           0-1, where  0  corresponds  to background reading of the analyzer
           and 1 to ultimate  response  after  a long time interval.   In
           other words,  it is  C^/C,,, where C^ 1s the tracer concentra-
           tion in the  outlet of the contactor  and  Cln  is  the  baseline
           tracer concentration in the inltt.
                                 0,2-18
                                                .. Sf *» ",*jr»». i

-------
Seq.
 I
 2
lime  height
 tf    h,
 U    h,
                             MIL
LUJ_
                   10
                   10
                                                          I0
                                                          10
                                                            "••
                     tci?
                                                            ten
                                                            Uln
                              TRACER CURVE FROM STEP INPUT
                        c*/ct
              NOTE: GUIDANCE FOR CONDUCTING TRACER
                   STUDIES IS GIVEN IN APPENDIX C
um
ls,-f,10
                                  Ult
      ten
                                                                         ten
                                                                                Cl/l. - SM (CsA t)
                TABLE 0-4 -SPREAD SHEET NOTATIONS OF SEGREGATED FLOW
                           ANALYSIS FOR A STEP TRACER

-------
           The   fifth  column represents  the forward derivative of  the
           F(t)  response.    It  is the  slopa  of the tnetr  curve  it  a
           specific time Interval, or  the rate  at which C^/C,,, changes
           with respect to  time at different Intervals In time.  Note that
           by  forward  evaluation of the derivative:  E(t)  *  ffrt+dt)-
           F(t)]/dt the  E(t) curve   is  shifted  by  half a dt toward  the
           origin.

           This method of  differentiation  Introduces an Inherent safety*
           margin to  the calculation.   * Systems can reduce this safety
           margin by collecting more tracer points at the Initial period
           of  the tracer  response,  when  the  response  1s  starting to
           Increase.

           This  period  has  the  largest effect  on  the  accuracy of  the
           tracer analysis because most of the contribution  to  the  total
           survival of microorganisms comes from the organisms that remain
           only for short time Interval 1n the contactor.

           The sixth column represents Chick's  1nact1vat1on rule, computed
           at the concentration and the appropriate 10    .

           The seventh column represents the survival expectancy function
           (Es(t) • E(t){10   } which Is the product of columns S and  I.

           The eighth  column represents  the  organism  survival In each
           segment passing  through the contactor.  It 1s  also known as  the
           Integral of the survival  expectancy function (Es  presented 1n
           the 7th column).

           The survival  ratio  (I/I0)  is'the sum  of  column  8.   This
           represents  the  sum of organism survival  In  all  the  water
           segments passing  through the contactor.
           Table 0-4 illustrates only one  form of performing the integra-
           tion (i.e., quadra
           can also be used.
tion (i.e., quadratic integration).  Other Integration methods
    al:
           The  corresponding  log  inactivatlon  and  the  corresponding
           calculated CT  may be computed by the procedures  outlined  1n
           Section 0.2.4.


     The  following  examples  Illustrate  the use  of the  SFA method  to
calculate conditions 1n  ozone contactors, and a  situation where SFA cannot

be used.


     Example 0.2-10  Jyrblne Contactor
     As  noted  in  Example  0.2-4,  the  ozone  system  at  Haworth  Water

Treatment Plant,  uses  a  turbine ozone chamber  followed  by a  reactive

                                 0.2-19

-------
chamber to provide.additional contact time.  A tracer study was conducted
on one of the contactors resulting In a T10 value  of 11 minutes for a HOT
of 20 minutes.  Using the same conditions as the above cited example, the
SFA  will  be conducted on the tracer data.   The following illustrates a
step by step procedure for conducting a SFA:


           The digitized tracer response  (F(1)) Is depicted 1n Figure 0-10
           as a function of  t(1) where:

                  1 stands for the consecutive numbering of randomly chosen
                  points from the tracer study chart,  and

                  t(1) 1s the corresponding  time coordinate.

           The slope of the tracer curve,  also known as the density of the
           expectancy  function,  E(t)  approximated  by  the  following
           equation  1s depicted in Figure 0-10.

                   Ed) • [F(1+l)-F(1)]/[t(Ul)-t(1)]

           The digitized points were  not translated Into a smooth curve
           in order  to avoid numeric compromises.

           The survival  expectancy  (Es(t)) was then calculated by Es(i)»Et
           (i)(10'kct(i)) and   summed to give the survival  ratio  (I/I0) as
           shown  in  Table 0-5.

           Figure 0-11 depicts  the  Integration for conditions  where the
           ozone  residual 1s  C - 0.15 mg/L.

           The cumulative survival ratio  1s 0.00982 which 1s  below 0.01
           assuring  compliance with the 2-log or 99 percent Inactivation
           requirement  for   Giardia cysts.   A  survival   ratio  of  <0.01
           corresponds to an Inactivation of greater than 99  percent or
           2-log.

     The residual value determined from this method 1s lower than C-0.17
mg/L predicted by the T10 approach  presented In Example 0.2-4.   Although

this example only shows a small difference In C values needed, other cases
may  result in a greater reduction of C compared to the C resulting from
the T10 approach.
                                 0.2-20

-------
  SEGREGATED FLOW ANALYSIS
DIGITIZED TRACER RESPONSE, F
-------
                   TABLE 0-5

            Segregated Flow Analysis
of an Ozone Disinfection Contactor at Hackensack
time
(min)
0
1
2
3
4
5
6
6.5
7
8
9
10
11
12
13
14
15
16
17
18
19
21
23
25
27
34
36
41
45
height
{inn)
0.0
0.0
0.0
0.0
0.0
0.0
0.3
0.5
2.0
3.0
5.0
8.0
12.0
19.0
26.0
31.0
36.0
42.0
51.0
59.0
69.0
80.0 "
90.0
94.0
98.0
113.0
114.0
124.0
124.0
F(t)
0.000
0.000
0.000
0.000
0.000
0.000
0.002
0.004
0.016
0.024
0.040
0.065
0.097
0.153
0.210
0.250
0.290
0.339
0.411
0.476
0.556
0.645
0.726
0.758
0.790
0.911
0.919
1.000
1.0000
«t)
0.000
0.000
0.000
0.000
0.000
0.002
0.014
0.013
0.008
0.016
0.024
0.032
0.056
0.056
0.040
0.040
0.048
0.073
0.065
0.081
0.044
0.040
0.016
0.016
0.017
0.004
0.016
0.000
0.000
(C-0.16
k*1.03)
1.000
0.708
0.502
0.355
0.252
0.178
0.126
0.106
0.089
0.063
0.045
0.032
0.022
0.016
0.011
0.008
0.006
0.004
0.003
0.002
0.001
0.001
0.000
0.000
0.000
0.000
0.000
0.000
0.000
Is-
.|(t}10'ltct
0,00000 . '
0.00000
0.00000
0.00000
0.00000
0.00043
0.00173
0.00143*
0.00072
0.00102
0.00108
0.00102
0.00127
0.00090
0.00045
0.00032
0.00029
0.00027
0.00018
0.00016
0.00006
0.00003
0,00001
0.00000
0.00000
0.00000
0.00000
0.00000
0.00000 ,
(btot
0.00000
0.00000
0.00000
0.00000
0.00000
0.00013
0.00035
0.00215
0.00072
0.00204
0.00324
0.00408
0.00889
0.00630
0.00225
0.00160
0.00174
0.00243
0.00144
0.00160
0.00066
0.00030
0.00004
0.00000
0.00000
0.00000
0.00000
0.00000
0.00000
                                                      0.00982

-------
I!
•
1 1
O.Q
OA

6 O.V -
o
*•
•o
^^
w
111
5 0.4 -
Jt
a
* 0.3
SEGF
SURVIV

»"
\ p'°
\ /
\ ^
\ ^^-

\ f'
\ •
\ /

Vf
°'2 1 '/ "A"
I p /
OJ - / ', /
d * * ^
O HJiDBBfi | i ._.ll^l-_f
0 W)
FIGURE 0-11 - SEGREGATED
 SEGREGATED FLOW ANALYSIS
SURVIVAL OF CYSTS (C=0.15, k-1.03)

        - "g—B—if=g==B=J~—-—&^=ff=
         ^•**~
                                         o
 exp-kCt
100* EsAt
         -i-f-| \ - »-v-|r— I  ' — I
            20              30

         Urne imtntiles)
                                        I •
                                       40

-------
0.2.9  ESTIMATING T

     The results  of this  section  are suwnarized  in  Figure 0-12.   The
decision tree  shows the applicable  Methods  of  estimating  T  for  each
approach, and provides a quick means  to  compare alternatives and nake a
selection.
                                  0.2-21

-------
                         ESTIMATING
          NO
                   CALCULATE HYOfi
                           me


ESTIMATE T»



NO

CALCULATE !• . 4
           CONDUCT
             CSTR
         CALCULATIONS
S   DATA
  AVAILABLE
     f
                    CONDUCT
                   SEC. aow
                    ANALYSIS
FIGURE 0-12 - DECISION TREE FOR ESTIMATING T

             «•'  H  /»  i                              i

-------
             0.3   DETERMINATION  OF OZONE CONCENTRATION  (C)

     0.3.1 Introduction
     This  section  presents  ways to  measure  or  estimate  the-  ozone
concentration,   C,  for  the calculation  of CT.   An  alternative,  more
elaborate concept,  requiring better characterization of the hydrodynamics
of the ozone contactor is presented 1n Section 0.4 of this appendix.
     EPA recommends use of  the average dissolved  ozone  concentration  1n
the water for C  for all types of ozone contactors.  The average concentra-
tion may be determined by one of following nethods:
     1.    Direct measurement of the concentration  profile  of dissolved
           ozone in each contact chamber
     2.    Indirect prediction of the average concentration by assuming
           a set of conservative correlations between an observed variable
           such as  the concentration of ozone 1n the  outlet from the ozone
           chamber and the average concentration within the ozone chamber.
     The application of these methods to estimate the average concentra-
tion should take  Into  account the gas/liquid flow  configuration  in  the
ozone contactor.   The  next  section  presents  a  short discussion  of  the
types of 11quid/gas contact  in  ozone chambers,  followed by two sections
that describe the  methods  to estimate the average  concentration  in  the
chamber based on simple measurements.

     Classification of Ozone Chambers
     Ozone contactors currently in use or  1n  design stage  in the  US  may
be classified into four types of flow configurations as  Illustrated on
Figure 0-13.  This, of course, does not preclude  the  use  of other types of
contactors. The four configurations are as follows:

     1.    Continuously Stirred-Tank Reactor (CSTR):
           Ozone contactors using turbine agitators, where the water  may
           be considered uniformly mixed  as shown on Figure 0-13, diagram
           1."  Studies  conducted in a full  scale turbine contact chamber
           indicate that turbine contactors may be considered uniformly
                                 0.3-1

-------
           mixed (Schwartz et, aU,  1990) s This study was conducted 1n the
           first contact  chamber under conditions  of high ozone demand.
           Thtrtfort,  1t  1s  assumed  that  under less  stringent kinetic
           conditions, turbine contactors can still  be considered uniform-
           ly mixed.

     2.    Counter-Current Flow  Chambers

           In these  chambers, the water flows  opposite the direction of
           the gas bubbles. For  example, the first and third chambers in
           the Los-'Angeles ozone treatment system, as shown on Figure 0-2.

     3.    Co-Current Flow Chambers

           In these  chambers, the gas bubbles  and  the water flow In the
           same direction. For example,  the  Deep U-Tube  contactor shown
           In Figure 0-5 and the Static Mixer contactor. This 1s the case
           also for the conventional gas/11qu1d contact chambers such as
           the second contact chamber In the configuration designed for
           the East Bay HUD water disinfection  system, as shown on Figure
           0-4,

     4.    Reactive Flow Chambers  %

           In these chambers, no gas (and ozone)  1s being Introduced into
           the chamber or conduit. The second and fourth Chambers of the
           Los Angeles water  disinfection system  are reactive chambers
           (Figure 0-2).


     0.3.2 Direct Measurement of C

     Direct  measurement of  the  dissolved  ozone  concentration is  the

preferred method to  determine the ozone concentration 1n  ozone contact

chambers.   However,  very  little full  scale  experience  is  currently

available with this type of measurement.  Some guidelines were developed

based on the  United  studies conducted at the Haworth, NJ (Schwartz et al.
1990) and  Los  Angeles water  treatment systems  (Stolarlk  and  Christie,
1990).    The guidelines   developed   for direct .measurement  of  ozone
concentration in the liquid phase are  detailed  In the following sections.


     Analyze Each Chamber Separately
     Every chamber of a multiple-chambtr unit should be analyzed separate-

ly. Different chambers 1n series exhibit different ozone consumption rates
and reactivities and, therefore,  are  likely  to have  different  dissolved

ozone profiles.


                                  0.3-2

-------
      1 TURBINE CHAMSER
1 , 1
6 . '
1 1
1
PI



      2. COUNTER-CURRENT   «-
        CHAMSER
J—E
       3 CO-CURRENT CHAMBER      «0
                                     J—L
       4. REACTIVE FLOW
         CHAMBER
                                                        L: Liquid
                                                        Q: Gas
FIGURE 0 13- FLOW CONFIGURATIONS IN OZONE CONTACTOR  CHAMBERS

-------
     Avoid  Interference From Gas Bubbles
     Gas  bubblts nay strongly  Interfere  with the  measurement  of ozone
concentration, particularly If some bubbles are carried  Into the sampling
taps.   This Interference may be reduced  by directing the sampling port
opposite to the direction of the bubble flow In order to prevent gas from
entering the sampling tube. Additionally, the operator  should verify, by
visual  Inspection, that the sample water does not contain gas bubbles.
     Systems using In-situ  ozone  analyzers should be careful  to prevent
direct contact of gas bubbles with the measuring  probe which 1s usually a
gas permeable membrane.  Such contact nay bias the measurements and give
high results.

     Minimize Distance to OzoneAnalyzers
     Minimize the distance from the sampling ports to the ozone analyzer
to  limit  ozone  consumption  by reducing  agents  In the  water.    This
consideration is particularly important when evaluating  the concentration
profile in chambers with high  ozone  demand such  as the first  chamber in
multiple-chamber units.

     Provide Proper Spatial Distribution
     The vertical  profile  of  the  ozone concentration  in  ozone contact
chambers should  be measured in at least  five  vertical  locations  and at
least two different horizontal  locations for each vertical sampling point
within  the  contact  chamber.   Each  sample should  represent  the  time
averaged concentration at the specific location. This may be achieved by
sampling a large volume of  water Into a container and analyzing the water
by the  Indigo trisulfonate  method (Bader  and  Hoigne,  2982}.   In-s1tu
measurement of ozone  should be carried out over a  sufficient time interval
to suppress temporal  fluctuations.  Such Instruments should be initially
calibrated by the Indigo trisulfonate method.  Facilities that have more
than  25 percent  deviation  between  the  average  concentration at  two
horizontal locations  should  collect additional  measurements  at  a third
location.   The  average  of  all  measurements may  be  taken  as the average
concentration  of dissolved  ozone in  the ozone  contact  chamber.   For
systems with a  symmetrical  vertical  distribution of ozone concentration

                                  0.3-3

-------
the  vertical. sampling points  should bt  equidistant.   Systems with  an
asymmetrical distribution of available  sampling points can  perform  an
integration of  the data  to estimate  the average concentration  in  the
chamber.  An example of this Is given at the end of this section..
     Some  contact  chambers, such  as  the  Deep U-Tube  chambers,  static
mixers and reactive flow chambers have a high length to width ratio, where
the length of the chamber 1n the direction of fluid flow 1s greater than
four times  the  cross  section length.  These chambers  have more uniform
radial  concentration   profiles,  eliminating  the  need to measure  the
concentration at various  vertical  or  horizontal  locations.   Therefore,
measuring the concentration profile at several  points along the flow path
should be sufficient to accurately-determine the average concentration,
            4
     Select Representative locations
     All sampling positions should  be placed in representative locations,
avoiding stagnant zones and zones near the wall.  Measurements in stagnant
locations will  lead to low values of the  average residual concentrations.
While measurements at  the wall may result In either an underestimate or
overestimate of the residual depending on the ozone flow pattern.
     Systems having two or more identical  parallel  ozone contact chambers
may determine the average  ozone concentration by measuring  the concentra-
tion profile at  one horizontal location  in  each contact  chamber. These
systems should,  however, show by dual or triple  horizontal measurements in
at  least one  of  the parallel  chambers  that  the  measurement  in  the
particular  horizontal  location adequately  represents  the concentration
profile in the contact chamber.

     Example 0.3-1
     A system with  a co-current chamber with dimensions of 10'  X  10' x 20'
was sampled to  determine  the average concentration  in  the chamber.   In
accordance with  the recommended  guidelines, the  following samples were
taken:
                                  0.3-4

-------
             Water               Ozone Residual (mg/L)
           Depth  (ft}              _jj,.       Jj!
                2                   O.t~~      ~075T
                6                   0.15        0.17
               10                   0.1S        0.14
               14                   0.3         0.25
               18                   0.6         0.65

           The  horizontal  sampling  point  measurements  are within  25
           percent of each other Indicating  that no additional horizontal
           sampling Is needed.  Figure  0-14* shows the sampling locations
           and the resulting ozone profile.

           Average the  H,  and  Hj sampling points  to determine C.^,:
           C   »  (0.1  + 0.15 +0.15 + 0.3  * 0.6 +  0.12  + 0.17  + 1>.14 +
           O.Z5 * 0.65J/10 « 0.26.   C  'equals 0.26 mg/L, which Is C for
           the chamber.
     Example 0.3-2

     A system with  a co-current chamber and the  same  dimensions  of the
system 1n Example 0.3-1 has sampling results as follows:
            Water                  OzoneResidual (mg/Ll
           Depth (ft)
             2
             8
            14
            .16
            18

        Average - (H, + H2}/2'

           The  sampling  points  are  not vertically  equidistant so  the
           system  will  plot the  average  ozone concentration  of  the
           horizontal sampling points versus depth to calculate the area
           under the  curve,   this approach  should  only be used If  the
           sampling points cover the range of the water depth.

           As shown on Figure 0-14b, the area  under  the curve is deter-
           mined for the range of depths sampled from 2 to 18 ft.  .

           Several  methods can be  used  for  calculating the area Includ-.
           1ng:

                       Measurement with a planimeter
                       Mathematical methods such as:
                             Slmson's Rule
                             Runge Kutta
                                  0.3-5
H.
O.I
0.16
0.27
0.70
0.62
o.h
0.14
0.3
•0.73
0.61
Averaae11'
0.11
0.15
0,285
0.715
0.615

-------
     SAMPLING LOCATIONS
                                             OZOHE PROFILE
£    §
HI

0
Ul
    10
    IS
"t <7
1 •"•*»».
- I
. i
1
,1. .
"i
4
I
1
I,
       0   2   4  •   I


  EQUIDISTANT SAMPLING
                      If ft
ui
Q

a
Ul
                                      10
                                     IS
                                     20
                                                           1
      0  0.2      •-•       1.0 IOT0/1I


         OZONE CONCENTRATION
       SAMPLING LOCATIONS


           H|  „  H,
                                            OZONE PtOFILE
5.' -   S
 HI
 Q

 K
 Ul
    ft
    ,.
    29
                  I
       0   2   4  •


b. SKEWED SAMPLING
HI
a


HI
10
                                      ,.
                                      20
                                                  CALCW.ATHMCmv
                      10 ft
         0.2       0.0       1.0 
-------
                                                                                r
           The area under the curve Is in units of mg/l-ft.  CtV9 Is deter-
           mined as:
                                   area fmo/L-ftl	
                             range of depth sampled (ft)
           For this data, use of a pi an1meter results in  an area of 5.44
           mg/l-ft, with the concentration determined as  follows:
                       S.44 mo/L - ft    -     0.34 mg/L
                        18 ft • 2 ft

     0.3.3 Estimating C Based on Residual Measurements at the Outlet
     For many systems, measuring ozone profiles 1ri their ozone chamber may
be  Impractical  because  of  physical constraints.    These systems  may
estimate C 1n the chamber based on measurements of the ozone residual at
the  outlet  from   the  chamber.  EPA  has  established  correlations  for
different types of gas-Hqu1d contact configurations currently In use 1n
ozone contactors.   These relationships were derived based on conservative
assumptions regarding the  type of flow  configuration  In  the contactor.
Due to the highly  reactive  nature of  ozone the  values for C vary slightly
between  first  chambers  and  subsequent  chambers.    The  recommended
concentrations for first and subsequent chambers are summarized in Table
0-6.                                                     .   .

     0.3.3.1 First Chambers
    .A first  chamber  is the chamber  In  which  ozone 1s  initially Intro-
duced.  In establishing guidelines for determining C values for the first
ozone contact chamber, the following  Hems were considered:
     1.    The relationship between C and the outlet concentration in the
           first chamber of a multiple-chamber system  (or single chamber)
           may  be very  sensitive to  the reaction  order  of  the  ozone
           consumption kinetics.
           The average concentration 1n the contactor may be less than 10
           percent of the outlet  concentration. This was demonstrated In
           pilot plant  studies conducted  1n  a  multiple chamber system by
           Stolarik and Christie, 1990.  Therefore, general relationships
           between the residual  ozone concentration at the outlet from a
           first   (or  single)  ozone contact  chamber and  the  average
           concentration in  this  chamber cannot  be developed.
                                  0.3-6

-------
                                    TABU 0-6

                         CORRELATIONS TO PREDICT C BASED.
                        ON OUTLET OZONE CONCENTRATIONS"'**
                               FLOW CONFIGURATION

First Chamber
CO-CURRENT
TURBINE FLOW
C PARTIAL11*
CREDIT
COUNTER-CURRENT
FLOW
PARTIAL11*
CREDIT
REACTIVE
FLOW
NOT
APPLICABLE
Subsequent Chambers
                                   or
                                                  C - C^/2
                                           ClB)/2
ROTES:

1.  Definitions:

  C     Characteristic Concentration  (mg/L)
   out
        Dissolved ozone concentration it the outlet from the chamber (mg/L)
  C,n    Concentration of ozone at the Inlet to the chamber (mg/L)


2.  1-log of virus Inactivatlon providing that C^ > 0.1  ng/L  and  1/2-log Glardia
    cysts Inactivatlon providing that C^ > 8.3 ng/L.
3.  Alternatively. C may equal the average concentration as evaluated by the direct
    measurement method (Section 0.3.2).

-------
     2.    Tht ritt of disinfection of vlrysts (coliphage) by ozone ofttn
           decreases  with respect  to  contact tine whereby  the Initial
           Inactivation rite  is very fast and deteriorates afterwards.
     3.    Pilot  plant experiments reported by    Wolfe  et al,  (1989)
           suggest  that  the  1nact1vat1on  of  organisms  Including  MS2
           bacterlophages, Siardia nurls cysts,  R2A bacteria and £. Coll,
           1n  the first chamber  of a multiple-chamber reactor  1s  very
           rapid  even when high ozone demand waters are used.

     Considering  these Items,  EPA recommends  a  general  guideline  of
crediting  the  first ozone chamber  with CT credits equivalent  to 1-log
virus  inactivation  and  O.S-log Giardjj cyst 1nact1vat1on,  provided that
the residual concentration measured at the outlet from the first contact
chamber exceeds  0.1 mg/L  and 0.3 mg/L,  respectively,  regardless  of the.
contactor  configuration.   However,  this guideline  does  assume  that the
volume of the first  chamber is,equal to the volume of subsequent chambers.
The credit for l-1og virus Inactivation at an  outlet residual of 0.1 mg/L
may appear conservative with  respect to MS2 bacteriophage data, however,
only limited data for ozone  inactivation of the  animal viruses of concern
is currently available.  Preliminary test results indicate that bacterio-
phage may not be an  appropriate Indicator for  virus  Inactivation-by ozone
(Finch, 1990).
     Systems may prove higher performance of their first contact chambers
by measuring the concentration profiles 1n the first chamber, as outlined
in Section 0.3.2  or by  applying  the more sophisticated methods  that are
presented in Section 0.4.

     0.3.3.2  Subsequent Chambers
     The correlations in Table 0-6 are  based on  analysis of the dissolved
concentration profile 1n liquid/gas  contacting chambers.  All correlations
rely on the  accurate measurement of ozone  concentration outside  of the
gas/liquid contacting regime.  Concentrations at the outlet from the ozone
contact chambers can be measured accurately without  interferences from the
ozone bubbles.   The correlations represent the highest possible estimate
of C  that  can be  supported without  site-specific test  data.    These
estimates are conservative and systems  may choose to determine C based on
                                  0.3-7

-------
direct measurement of the concentration profile In the contact chamber, or
use one of the procedures recommended In Section 0.4.
     Correlations  were developed for the four types  of flow configura-
tions:
                 Turbine
                 Counter Current Flow
                 Co-current Flow
                 Reactive Flow

     Turbine
     For  turbine  chambers  or  rigorously  nixed  chambers,  the  flow
characteristics 1n the chamber approach that of a  CSTR and, therefore, the
concentration at  the outlet front  the  contactor  (C^)  1s assumed  to be
representative of the dissolved concentration of ozone 1n the liquid phase
(C).  Currently,  contactors using turbine agitators appear to approximate
CSTR characteristics  (Schwartz et  al,  1990).  Other  systems with T10/HDT
values less than 0.33 may use the same  correlations.  This correlation 1s
applicable to every chamber, Including turbine contactors used for first
chambers or as a single chamber contactor.
     The measurement of ozone concentration in the gas phase 1s a possible
alternative for determining C although such  correlations  will  be highly
site specific. A procedure to develop  site specific correlations between
the average ozone concentration and the off-gas concentration is presented
in Section 0.4.2.1.

     Counter-Current  Flow
     In counter-current flow, the  water flows opposite to the direction
of bubble rise.   Measurement of the concentration profile in such systems-
revealed that the  concentration  in the liquid phase  uniformly Increased
with depth  in the ozone  chamber as shown  1n Figure  0-15.  The  maximum
concentration In the  chamber 1s  achieved near the  water outlet from the
ozone chamber.
     Measurement of the ozone concentration in an Ideal plug flow chamber
reveals that  the average  concentration 1s  only 25 to  50  percent  of the
outlet concentration  for  these  chambers under typical  operating  condi-
tions.  Additional  contributions to  the  average concentration that are not
accounted for by  the  plug  flow analysis,  include the contribution of
                                 0.3-8

-------
        TOP
   X
   >-
   a.
   01
   O

   CC
   ui
   ^

   i
    BOTTOM
                INCREASES
           DISSOLVED OZONE RESIDUAL


  A. COUNTER-CURRENT FLOW PROFILE
        TOP
     a.
     UJ
     O

     oc
     UJ
     BOTTOM
                     INCREASES
              DISSOLVED OZONE RESIDUAL


     B. CO-CURRENT FLOW PROFILE



FIGURE 0-15-OZONE CONCENTRATION PROFILES

-------
 turbulence and the contribution of the Inlet concentration. Based on these
 considerations, EPA recommends  the use of one-half the outlet concentra-
 tion of ozone as an estimate for C.                         *
     The measurement of ozone concentration 1n the off gas Is a possible
 alternative for determining  the average  ozone concentration although the
 correlations will  be  highly site specific. A procedure  to  develop site
 specific correlations between the average ozone concentration and the off-
 gas concentration  Is presented  1n Section 0.4.2.1.

     Cg-Current Flow
     In  co-current  flow,   both the  water and  gas  flow  in  the  same
 direction.   The  ozone  concentration profile  in co-current  operation
 Increases until it reaches a maximum and  then decreases along the contact
 chamber  as  shown  on  Figure  0-15.    The dissolved  ozone  concentration
 increases at the  beginning of  the column  due  to dominant  mass transfer
 from the ozone  rich bubbles.  Then the gas phase becomes depleted of ozone
 and the  impact  of ozone  consumption in the liquid  phase  dominates the
 ozone profile.   C can be estimated as the concentration of dissolved ozone
 at the outlet or by the average of  the inlet and  outlet concentrations of
 dissolved ozone,  whichever  1s  higher.  This estimate  should still  be
 conservative, particularly for systems exhibiting high transfer efficien-
 cies.
     The measurement of ozone concentration in the off gas is a possible
 alternative for determining the average ozone concentration although the
 correlations will  be  highly site specific. A procedure  to  develop site
 specific correlations  between the average ozone concentration and the off-
gas concentration 1s presented  1n Section 0.4.2.1.

     Reactive Flow
     In ozone  chambers operated in  a reactive  flow configuration,  the
water contains  dissolved ozone  residual  from previous  chambers  but no
 additional ozone 1s  being introduced. Reactive  flow chambers  are used;
 for other disinfectants, such as chlorine, chlorine dioxide and chlorimin-
es; for the decay of ozone  following a contactor or  a static mixer; and
for combining ozone with hydrogen peroxide.

                                 0.3-9

-------
                                                                               r
     For  stttic mixers, the  mixer acts as  a turbine chamber with  the
pipeline following the mixer acting as the reactive chamber.  The pipeline
Is in effect the second chamber and the  guidelines  In Table 0-6 apply for
the  determination  of C. "  The contact  time  1n  the  pipeline  can  be
calculated by assuming plug flow.
     In order  to be consistent with the  recommendations  for monitoring
other disinfectants 1n reactive flow chambers,  and.In order  to  assure
compliance under worst case conditions, the use of  the  residual  outlet
from the chamber (C^) Is recommended as a conservative measure of C,  The
CT for reactive flow chambers may be estimated by dividing  the  chamber
Into subunits,  measuring the concentration at the end  of each subunlt, and
adding the CT credits.
     Estimates of C based on the outlet  concentration were conservatively
developed based  on  available  test  data.   EPA's recommended  values  for C
are summarized  1n Table 0*6.   A system  may  choose to perform additional
testing for  direct measurement of ozone  residuals to support a  higher
value, 1f appropriate.   In  addition,  a  reactive flow  chamber may  be
subdivided into  smaller units with ozone measurements at the end  of each
unit to Improve CT credit.

     0.3.4 Estimating C
     The  results of this  section  are  summarized  1n Figure 0-16.   The
decision tree shows the applicable methods of estimating C for each flow
configuration,  and provides a  quick means to  compare alternatives and make
a selection.
                                 0.3-10

-------
             REACTIVE
               FLOW
             CHAMBER
                     0.1 mq/L
         AND 0.5 -log QAfflM IN ACTIVATION
         WHEN G«t > 0.3mgA FOR FIRST CHAMBERS.

       2. DETERMINATION OF CAVO IN SECTION 0.3.2 AND Your/H IN SECTION 0.4.2

       3. FOR FIRST OR SUBSEQUENT CHAMBERS.
                                                                                              ~l
                   FIGURE 0-16- DECISION TREE FOR ESTIMATING C

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            0.4  SITE-SPECIFIC EVALUATION OF  OZONE  CONTACTORS

     0.4.1  Introduction
     The  second  set of guidelines  Is  designed to prevent systems  from
costly  over-design  and use  of overdoses of ozone,  by performing  site
specific characterization of their  ozone contactors.   This approach was
partially utilized  In the previous two sections by recommending a direct
measurement of the ozone concentration  profile and  by allowing systems to
use  the  SFA  or  CSTR  approaches.  In  this   section  the  site  specific
evaluation  procedure will be further developed by presenting additional
options to Improve disinfection credits or simplify  monitoring procedures.
EPA  recommends  the  following  three   alternatives  for  site  specific
evaluations:
            Estimating C by measurement of another variable
           Modeling performance of field scale operation
           Use of microbial  Indicator  studies
     C  may  be estimated  by  measuring an easily  monitored  (observable)
variable. Systems should develop site specific correlations between C and
another  observable  parameter  such  as  the  gas or  liquid concentration
exiting  (C^)  the chamber and monitor this  observable parameter Instead
of C. Guidelines  to develop  such site specific correlations are presented
1n Section 0.4.2
     Modelling the performance of full  scale  operations 1s an alternative
to the  separate  C  and T  approach. The first procedure separated the
analysis  Into two  separate Issues  related  to  determining  C and  T.
Extensive modelling of the system may predict higher Inactlvatlon levels,
even  for the  same C  and  T.   EPA recommends  that  systems  construct
mathematical models of their ozone contactors to predict the disinfection
performance,  provided  that  the  models are confirmed by  experimental
observation of the actual  ozone concentration  profile  1n  the contact
chambers, as discussed  1n Section 0.4.3.
     Microbial Indicator studies may be used to determine the Inactlvatlon
of viruses  and G1ard1a  cysts 1n ozone contactors.   EPA  recommends  that
systems  be  allowed to  evaluate  the performance  of  their  disinfection
systems by spiking a pilot of the contactor with an Indicator microorgan-
ism and predicting  the  actual  inactivation  of iUrdla cysts  and viruses
                                  0.4-1

-------
based on the 1naet1vat1on of tht Indicator microorganisms. Guidelines  to
conduct such pilot scale performance evaluations are presented In Section
0.4.4.                                                           •
     0.4-2 Site Specific Correlation of C with an ObstrvabU
     Section  0.3  recommends determining  the  concentration  of ozone  In
contactors by one of the following ways:                  .   .

     1.    Measure the concentration profile 1n the chambers and determine
           the average dissolved ozone concentration for C.
     2.    Measure  the dissolved  concentration  of ozone  1n the water
           outlet from each chamber (C^J and estimate C by  the correla-
           tions presented in Tables 0-6.

This section presents an alternative method to determine C.
     The SWTR requires unfUtered systems to report a dally  CT for their
disinfection  systems.    Similar requirements  may be  specified by  the
Primacy Agency for filtered systems.  Measuring the concentration 1n  the
ozone  chambers each  day  may  be  difficult.     Determining  the ozone
concentration in a chamber by  continuous or dally measurements  of other
variables 1s probably  preferable.   Likewise, many systems may  prefer to
monitor the 'ozone concentration 1n the  off  gas  (Y^J  or via the applied
ozone dose rather than monitor C^.  However, based on available data, .a
non-site specific correlation between the average ozone concentration In
the  chamber  and  an observable variable other  than  C^ could not  be
developed.
     EPA encourages systems to develop such site specific correlations  and
use them  Instead  of the general procedures.   These correlations may be
developed 1n one of the following ways;
     1.    Determine site specific correlations  between  C,^. and another
           variable that can be easily monitored.  Measure  the variable,
           estimate C^. and then use the correlations presented 1n Tables'
           0-6 to predict C.                               '          ,
     2.    Determine site  specific correlations directly between C  and
           another variable such as the ozone concentration In the off  gas
           (Y t) or C^.  Measure  that  variable  and estimate C.
                                  0.4-2

-------
     Correlations between C or C^ and a Measurable parameter nay vary In
complexity  from  a  simple  tmplrlcal  linear  correlation  to  a  highly
sophisticated mathematical  model  accounting  for the  ozone concentration
profile in the contact chamber.  Development of appropriate correlations
depends on the engineering  capabilities of the utility.   Therefore.  EPA
does not  recommend  any particular mathematical relationships.   However,
the following sections present guidelines  to  assist systems In developing
appropriate correlations.                                     •

     Correlations for.Specific Chambers
     The  correlations should  refer to a specific  contact  chamber  and
should be verified to fit the performance  of this chamber. For example, a
correlation for the  first chamber should  hot b« used to predict C In the
second chamber of a  multiple-chamber system.

     Developing the  CorreJa1;1oh
     When fitting the correlation with experimental data, a record of the
following variables  should  be  kept:

             a.  Water flow rate
             b.  Gas flow rate
             c.  Ozone concentration  in the  gas  feed
             d.  Ozone transfer efficiency
             d.  Water temperature  and pH
             e.  Concentrations of  all major-Inorganic reducing agents,
                 1f  they constitute a substantial, proportion  of the total
                 ozone  demand,  such  as   iron(II)  and manganese,  TOC,
                 alkalinity and turbidity.
             f.  C^ or  whatever  Is being correlated
             g.  The measurable variables such as ozone dosage or C^

     The system should also record  the dependent (C or C^J and Indepen-
dent measurable variables.
                                  0.4-3

-------
      Application  ofthe Correlation^
      The  correlation should  be evaluated  with at  least  i  90 percent *
confidence  level. Since  confidence  margins are  very sensitive -to  the
number of observations used to develop the relationship, this requirement
will prevent the use of correlations that ire based on a Halted amount of
observations.   On the other  hand,   because systems  usually  make dally
records of  most of the parameters needed to develop a  correlation,  the
number of observations  will usually be very high,  thereby,  providing a
high confidence level  for  the correlation.  Simple  procedures to determine
confidence  Intervals are  presented 1n  statistical  textbooks.
     The correlation must be checked  periodically,  such as monthly, as in
additional precaution against unexpected shifts In water conditions.
     The correlation should be applied only  to conditions that are within
the parametric range for which the correlation was  developed, as noted. 1n
the second  guideline.   Interpolation  1s  permitted but  extrapolation 1s
not.  Correlations developed during the winter tlmt should not be used to •
evaluate performance in the summer.
     EPA believes  that by permitting  such correlations,  systems will be
encouraged to apply sophisticated mathematical models 1n order to decrease
the confidence  Interval and administer smaller  doses of ozone.  EPA also
expects that systems will  develop correlations between C 1n the contactors
and measurable parameters to simplify  their operations.   Small or lesser
equipped systems will  then be able to  use  these  relationships to estimate
the performance of their ozone contactors.  EPA Intends to follow advances
In  this field and Issue  updated  examples and  guidelines  regarding  the
selection of efficient site specific correlations.

     0.4.2.1  Utilizing Off-Gas Measurements
     In ozone contactors,  the gas  and  liquid streams  equilibrate when the
contact between the gas and liquid 1s  Intimate enough and for sufficient
time,  otherwise the concentration  in  the  water  phase will  be much lower
than  the  equilibrium concentration.   It can be  assumed that  close to
equilibrium conditions ire  reached, when  the  transfer efficiency In the
contactors  is greater than. 85 percent  ((Y^-Y.J/Y,,,  > 0.85).   When the
transfer efficiency 1s greater than 8S percent,  systems may use solubility

                                  0.4-4

-------
 constant data to  calculate C^ from  the  contactor,  based on the ozone
 concentration 1n the off gas.  This may lead to a slight over  estimate of
 the concentration  1n the liquid phase but this over estimate 1s justified,
 1n view of the better reliability  of gas phase measurements.
      Henry's constants for  ozone at various temperatures are presented in
 Table 0-7. The residual concentration of ozone may  be estimated by:
      Where:
           vout "       The concentration of ozone 1n the gas  phase  (ppm -
                        volume or partial pressure-atm)
           cout '• "       Tne concentration  of  ozone  in  the  liquid phase
                        (mg/L)
           H     »       Henry's constant  (atm/mg/L)
      When applying off-gas model! irrg, liquid  phase measurements must be
made  periodically  to  check   the correlation,  as  the  ozone  transfer
efficiency has  a high  impact  on the  results of this correlation.
      Systems  must  be  cautioned against  the use of off-gas measurements
for  multiple  chamber  contactors  with a  common headspace.    As  noted
previously, modelling must  be specific to  individual chambers.  Thus, if
a contactor ^has a common head space  between chambers, no distinction can
be made  as to  the  concentration  1n each  chamber.   Therefore, off-gas
measurements for modelling are  recommended for use  with single chamber
contactors.

      Example 0.4-1
      The Metropolitan  Water  District of  Southern  California conducted
off-gas monitoring  on a single chamber co-current flow pilot contactor to
determine the dissolved ozone concentration:
            Operating conditions were as follows:
                  source water: Colorado River
                  feed gas ozone .concentration - 2 percent by weight
                  off gas ozone concentration - 0.185 percent by weight
                  (or 0.123 percent by volume)

                                  0.4-5

-------
                  trinsftr efficiency « 90.8 percent

                  temperature - 16.5 C

                  observed ozone residual  * 1.04 mg/L

              •   Henry's constant 16.5*C  - 0.001179 atm/mg/L

            The ozone residual estimated from the off gas concentration
            1s;
                  C«ut"WH - 0.00123/0.001179
                        • 1.04 mg/L

            The measured residual  Is  the  same  as that predicted by the
            off-gas measurement Indicating that this approach is appropri-
            ate for this system.
      Example 0.4-2  Empirical  Correlation between £    and  Y  t

      A system using two counter-current contact chambers in series wants

to predict C^ in the second chamber by the concentration of ozone in the,

off-gas (Y^).  Dally observations of the pertinent parameters  during the
first month of operation  are  presented  in  Table  0-8.


            The system chose to correlate C^ and Y^  by linear empirical
            correlation.

            The daily observations, and the best linear fit  are presented
            In Figure 0-17.

            The 90 percent confidence  Interval 1s presented by the lower
            line in Figure 0-17.

            The system may use the 90  percent  confidence level  line to
            estimate C^  based on measurements of Y^.

            For example when Y.,., » 0.4 percent then the system may use C.^.-
            - 0.36 mg/L.                                            •

            Although the  best  estimate is Cout  - 0.4  mg/L,  the  system
            should predict C^ -0.36 mg/L.

            Now, according to.Table 0-6, the system  may predict C using
            the recommended guideline of C  - C^/2 * (0.36)/2 -  0.18 mg/L.

            The system measures the ozone concentration at the chamber
            outlet monthly, to  check the model correlation.
                                 0.4-6

-------
                          TABLE 0-7

                HENRY'S COMSTANTS FOR OZON£m
        Water
      Ttmptraturt       Htnry's Constint        Hinry's Constant
          1C)           atm/Holt Fraction       (atm/ma/1 ozone1

           0                  1,940                 0.00073
           5                  2,180                 0.00082
          10                  2,480                 0.00093
          15                  2,880                 0.00108
          20                  3.7SO                 0.00141
          25                  4,570                 0.00171
          30                  5,980                 0.00224
NOTE: m EPA, 1986

-------
                               TABLE  0-8

                         Empirical  Correlation
                         Between C    and Y
                                            Temp.  °C

0.5            0.5           2.0                20          2.0
0.47           0.43          2.8                15          2.0
0.38           0.41          2.5                17          2.0
0.39           0.4           2.3                18          2.0
0.28           0.32          2.4                18          2.0
0.2            0.17          2.6                20          2.0
025           0.23          2.0                20          2.0
0.32           0.27          2.0                21          1.9
0.29           0.27          2.0                18          1.9
0.2            0.18          2.0                17          2.0
0.22           0.2           1.9                18          2.1
0.30           0.33          1.8                20          2.0
0.32           0.34          1.9                17          2.0
0.28           0.27          1.9 .   •            18          1.8
0.29           0.32          2.5                18        .  1.9
0.4            0.42          2.4                19          1.9
0.47           0.45          2.3                19          1.8
0.35           0.37          2.4                21          1.9
0.30           0.29          1.9                19          1.8
0.20           0.17          1.9                19          1.8
0.15           1.19          2.0                19          2.0
0.12           0.20          1.9                17          2.0
0.17      .     0.17          1.9                19          1.9
0.14           0.16     .     2.0                19    .  .    2.0
0.13           0.12          1.9                18          2.0
0.25           0.27          1.9                17          2.0
0.29           0.32          1.9                18          2.1
0.30           0.29          1.8                17          2.0
0.22           0.20          1.9                17          2.0
0.22           0.20          1.9                18          1.9

-------
(MS
H
S
C
o
"•0
L
C
Q»
U
C
U
U
3
***
»
^





0.35 -


0.3 -



0.25


0.2


O.I5 -


OJ -
O.O5











O
n
^1
«s
X x-
o^x^
'

                    ..X
                   X*'
 I
O.3
                                                             O.-l
                                 (yds concent ration (W

                 FIGURE 6-17- EXAMPLE OF EMPIRICAL CORRELATION OF
                              RESIDUAL OZONE AND OFF GAS

-------
             If  this system hid  the means to monitor  the concentration
             profile 1n tht contactor tnd determine C  directly 1t could
             develop i correlation between C and iM Instead of using Table
             0-6.
      0»*«3  Modeling the Performance of fujl Scale Operations
      More extensive  site  specific mathematical  modelling  of the actual
performance  of the  ozone contactor  nay determine higher 1nact1vat1on
levels than those determined by the separate  C and T approach. Therefore,
systems should  be  allowed  to use such advanced modelling,  provided that
these models are confirmed  by direct measurement of the dissolved ozone
profile 1n the  contactor. Only after the model Is confirmed to correctly
estimate  the  concentration profile  In  the  contactor can  It  be  used to
estimate  the  1nact1vat1on performance  of  the contactor.   Systems with
multiple chamber contactors must develop models  for each of the chambers.
      Various types of mathematical models for reaction-diffusion systems
were reported (Dinckwerts, 197$) and some were shown to be  applicable for
ozone contactors   (Gurol  and Singer,  1982). This  section deliberately
avoids giving preference to  any type of mathematical  modelling 1n order to
encourage engineering  innovations.  The guidelines presented below may.
help systems to select appropriate modelling  that will be consistent with
the requirements of the SWTR.
      The model should  account for the ozone demand  of  the water being
treated 1n the  contactor.  The rate  of  ozone reaction and decomposition
should be  based on batch  experiments,  on-site  pilot plant  columns, or
full-scale measurements.
      The model should represent  the  actual flow distribution in the ozone
contact  chambers   by  incorporating  a  dispersion  term  and/or  a  three
dimensional velocity distribution  term  in the contactor.
      The modelled profile of the concentration  of dissolved  ozone 1n the
contactor  should   fit  the actual  distribution  of  dissolved ozone,  as
verified by direct measurements,  with  a variation  of less  than 10 to 20
percent.  This difference between  the model  and  measured residual allows
for the  Inherent inaccuracies in measuring the actual ozone  residual*  The
mathematically modelled concentration profile should not be used without
comparing it with  actual measurements.  Even elaborate mathematical models

                                  0.4-7

-------
are  not  considered  reliable  enough  to  estimate  the  concentration
distributions  of  dissolved gasses  in  complex fas/liquid  operations,
without additional verification of the actual concentration profile in the
contactor.

      In addition to the above guidelines,  the node! may also account for

other phenomena that nay  affect the performance  of the ozone  contact
chambers,  such  as: the  effects of  varying bubble diameter during  its
movement through  the contactor, the  effect of stagnant regions  in  the
contactor and the variation of the hydrostatic pressure.
      For  example,  a system  may use the  two  film theory  coupled  with
reaction kinetics to estimate the performance of an  ozone contact chamber.
Using the two .film theory the relevant differential equations are:
         I dC/dz - Mt + Mr + Md

         G dy/dz - Mt

         L dl/dz - Md - KCI


      Where:

      C  «  Concentration of dissolved ozone (mg/L)

      6  •  Gas  flow rate  per  cross section  of  the  contactor (mz.Kg
           . gas/min)                        .                 .

      I  »  Concentration of the target microorganism fGiardia or viruses)

      L  »  Water flow rate per cross  section area of the reactor (Kg wat-
            er/m1n.m }

      y  «  Concentration of ozone in the gas phase (mg/l)

      z  «  Length coordinate of the  contactor

      Mt *  An expression for ozone transfer from the bubble phase to the
            water phase. For example, k(a{C.-C} where kta stands for the
            volumetric  mass  transfer  coefficient,  C,  represents  the
            interfacial concentration of ozone, given by solubility data
            (Table 0-10).

      Mr «  An expression for the rate of ozone consumption in the water
            due to auto-decomposition and the ozone demand of the treated
            water.  For  example, Mr-  k,C  -k2(C)(R). Where  k,  and kz  are
            kinetic  coefficients,  and  R  represents the  variable ozone
            demand, such as TOC,  An additional equation may be required to
            represent the variation of R along the contactor,

                                  0.4-8

-------
       Md %  An expression for the dispersion by turbulence and bubble flow
             of dissolved ozone  in the  specific  contictor.  For example,
             Dd'C/dz* the dispersion coefficient  (D)  my be evaluated by
             analysis of tracer study data. The third equation describing
             the microorganism concentration (dl/dz) should incorporate the
             same  dispersion coefficient  (0).
       KCI-   Chick's inactivation term (K-2.303k,  where k • Chick-Watson's
             inactivation coefficient presented in Table  0-4, C represents
             the local concentration of ozone and  I represents the concen-
             tration of  microorganisms)*

       The  validity of  these  equations  is  subject  to  the  appropriate
boundary conditions at  the bottom and top of the  contactor.  The signs of
the various  terms depend on the definition of coordinates  and the type of
flow configuration (co-current  or counter-current flow configuration).

       O-4-4  Hkrobial Indicator Studies  to Model  Tnactivation Contactors
       According  to  the  recommendations  in  Appendix  S,  systems  may
demonstrate  the actual  performance  of a disinfection system rather than
rely on  the  CT approach. The procedures  outlined  in Appendix G recommend
the use  of G1ard1a muris cysts  as indicators of G1ard1a Inactivation and
bacteriophage  (MS2) as  indicators for virus Inactivation by disinfection
in  general.    However,  recent  data  indicate that  MS2  phages may  be
substantially  more  sensitive  to  ozone  disinfection  than  pathogenic
viruses, and therefore  are not  a good indicator for determining adequate
ozonation conditions for inactivating  pathogenic viruses (Finch,  1990).
Additional research  is  needed to determine which coliphage  species,  if
any, can be  used  as an appropriate  indicator for virus Inactivation by
ozone.   Pilot scale Inactivation experiments using appropriate indicator
microorganisms can serve as powerful  tools to  indicate the performance of
the ozone  contactors.   This  section  contains guidelines  for conducting
Indicator  studies.   At this  time,  full-scale  testing  with  indicator
organisms is not feasible because of the high volume of organisms  needed
and  the concern  for  introducing organisms  into  the  finished  wattr.
However, with  the development  of naturally occurring indicators such as
resistant species  of coliphage, demonstration  on  the  full-scale level may
be feasible  in the future.
                                  0.4-9

-------
      Systems may determine the performance of their disinfection basins
by demonstrating levels of Inactivatlon of Indicator microorganisms such
•s Glardla murls cysts,  or other Indicator microorganisms provided that
such  demonstrations are  based on  solid  engineering  principles.    The
following steps can be used for conducting Indicator studies:

      1.    patch Experiment;
      On-site batch disinfection experiments  are recommended with treated
water spiked with Indicator microorganisms to determine the inactivation
kinetics of the indicator used in the pilot scale experiments.  Microor-
ganisms should  be  used as indicators preferably  in  the  range where the
inactivation kinetics approximate Chick's law.  This protocol assumes that
within  the  desired  inactivation  range,  the  Inactivation  kinetics will
approximate Chick's law.  It«1s Important to  note  that other disinfection
kinetic models,  not yet  apparent,  may be developed  to  more accurately
predict  ozone  inactivation  efficiency than the  Chick-Watson  model.
Evidence that  other models may  be  more appropriate  is  shown with data
generated by several researchers  for different organisms '(Wolfe, R.I. et
al, 1989; Finch G., et al  1988; Finch G. and  Smith, D.W. 1989}.

      2.    Pilot Scale  Indicator Experiments
      Pilot-scale experiments should then be conducted  using identical
strains of biological  indicators  to those  used in  the batch experiments.
The pilot-scale  experiments should be repeated under Identical  gas and
water flow  conditions with and  without introducing ozone  into  the gas
stream. The actual  performance may then be calculated by subtracting the
Inactivation achieved  in  the  control experiment (without ozone) from the
Inactivation achieved  in  the  ozone disinfection experiments.

      3.    Evaluation of Inacjt1va$1on Performances
      Systems  may   choose  direct or  indirect methods to  interpret tht
Inactivation performance  of ozone contactors  based on indicator studies.
The direct  method  is  more conservative and simple while  the indirect
method  is  more accurate  but  requires  mathematical  modelling of the
contactors. The two procedures ire outlined below:

                                  0.4-10

-------
       1.     Direct prediction of  k)   (7)
                  log  (I/IO).- log  (I/I8)lndlcatol.  (k1  <  k)     (8)

      This equation still represents an approximation because 1t neglects
dispersion effects.  The laws used  In deriving the  above equations are
based  on  conservative  similarity   approaches.    When  the  Indicator
microorganism  Is  less resistant  to ozone disinfection than the target
organism  (k,  > k),  then the  plug  flow  operation represents  the more
conservative prediction  approach.  Equation 7 Is based on the assumption
that the flow configuration 1n the chamber approaches plug flow.  When the.
Indicator microorganism  1s more vulnerable then the target microorganism
(k, > k) then  the CSTR  approach  provides  a  more conservative estimate.
Equation 4 represents a conservative approximation  to the CSTR similarity
                                 0.4-11

-------
rule.  A «ort  accurate determination of the Inactivation performance of
the contactor may be calculated by the following approach!


      2.    Indirect determination ef the disinfection performance

            a.    Determine  k,  (where  k.  Is Chick-Watson's inactivation
                  coefficient of the Indicator microorganism) from batch
                  test  data  with the expression:

                               -k,Ct
            where:

            (I/Io)
-------
                               REFERENCES


Bader, H. ind  J.  Holgne, Determination of Ozone  1n  Water by the Indigo
Method, A Submitted Standard Method, Ozone:  Science and Engineering, pp
445-456, 1982, 1

Cams, K, Design of East  Bay Municipal Utility District ozone disinfection
plants 1n Oakland Ca., presented at EPA workshop on Ozone CT, Cincinnati,
OH., Feb. 1990

Chick, H., An Investigation of the laws of disinfection,  J. Hygiene, 8, 92
(1908)

Oanckwerts,  P.V. Gas Liquid Reactions, NcGraw Hill Inc. (1976)

Finch, G.R., Smith, O.W., Stiles, M.E., Dose  Response of EscherlchU Coif
In Ozone Demand-free Phosphate  Buffer, Water  Research Vol. 22, No.12, pp.
1S63-1570, 1988.

Finch, G., University of Alberta, Canada, Private Communication (1990).

Hoff,  J.  C., Strengths  and weaknesses of using  CT values.to evaluate
disinfection practice,  in  assurance of adequate disinfection,  or C«T or
not C-T, AWWA  seminar  proceedings,  Annual  AWWA Conference,  Kansas City,
pp. 9  (1987)

Gurol  M.D.  and  P.C.  Singer, Kinetics of ozone decomposition,  A dynamic
approach, Env. Sci. & Tech., 16, 377  (1982)  .

Joost,  R.D.,  1.A. Jackson and  L.O. Bollyky,   Optimization  of  ozone
contactors for drinking  water disinfection, ProceedIngs,of the 9th Ozone
World Congress, L.O.  Bollyky, Editor,  New York,  NY, vol  1, pp. 5S1 (1989).

Lev, 0.  and  S.  Regll,  Compliance of ozone disinfection systems with the
Surface  Water Treatment  Rule,  Selection  of characteristic exposure time
(T), submitted to J. of  Env. Eng. ASCE (1990a)

Lev, 0.  and  S.  Regli,  Compliance of ozone  disinfection  systems with the
Surface  Water Treatment  Rule,  Selection  of characteristic concentration-
(C), submitted to J. of  Env. Eng. ASCE (I990b)

levenspiel,  0., Chemical  Reaction Engineering, 2nd  ed. Wiley, New York, NY
(1972).

Perry  R.H.,  Perry's  Chemical   Engineering  Handbook, McGraw Hill  Book
Company, New York, NY (1963)

Richards, D. A. and Fleischman, M., Ozone transfer to aqueous systems in
a static mixer,  2nd Symposium on ozone technology,  Montreal, Canada, R. G.
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                                   •1-

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