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A RESOURCE GUIDE FOR RELIABLE WATER QUALITY DATA COLLECTION

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    INTEGRATING QUALITY ASSURANCE
       INTO TRIBAL WATER PROGRAMS

            A  RESOURCE GUIDE FOR RELIABLE
           WATER QUALITY DATA COLLECTION
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                          Writing & technical review:   Chris Lehnertz, EPA Region 8
    Additional technical review & editing:
           Special review & comments:
Editing, design, photography & production:
                                  Cover art work:
Phil Johnson, EPA Region 8
Rick Edmonds, EPA Region 8
David Rathke, EPA Region 8


Ute Mountain Ute Tribe
Fort Peck Tribes
Southern Ute Tribe

ECOS Communications, Inc.
Boulder, Colorado

Norman Lansing
Southern Ute Tribe
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                   Opening Prayer for the Conference:
        "Quality Assurance for Water Quality in "Indian Country"
               Southern Ute Reservation, September 1992
 Heavenly Father, Grandfather, we thank you for this time of day, Grand-
father, that tue've gathered herein a good ivay,  Grandfather, the participants
for this conference on water quality. Grandfather,

 We thank you, Grandfather, for all that you've created.  We thank you for the
 water of life,  Grandfather, that these professionals are'here, Grandfather, that
 they .can take this knowledge they've gained about their individual reserva-
 tions and their homes,. Grandfather, that we can protect all of our water and
 our laater quality, Grandfather.

 We ask in a humble way, Grandfather, for good prayers, Grandfather, for the
 unborn generations, and for the little children, Grandfather, For the teenag-
 er generation,  Grandfather, we ask your blessings, for the adult generation,
 Grandfather, for all those from the doorway in to the doorway out, that you
 can take care of their needs.  We thank you, Grandfather, for our elders and
 our ancestors, Grandfather. Without them we would not be able to do  the
 things that have brought us to inhere we are right now, Grandfather.

 All things, spoken and unspoken, we ask in a humble way that you take care
 of these things, Heavenly Father, and we put these into your hands,  Grand-
father. Again, Grandfather, we thank yon for the water of life that we can
 take care_ of it in a good way for all the generations that will be coming in the
future. Amen.

                                             —-Nathan Winder
                                             Southern Ute Tribe

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I
                           TABLE OF  CONTENTS
            INTRO
•
1
CASE STUDY
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           QA & QC
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    QAPP
         RESOURCES
 INTRODUCTION.
         Background: the Origin and Purpose of this Guide ,	;	1
         How to Use this Guide	;....'...„	,	.......;2



 CASE STUDY:      -
 TRIBAL WATER QUALITY PROGRAM DEVELOPMENT
         Program Development: Objective and Goals 	...	3
         Section 106 Grant Workplan	...4
         Workplan Implementation	...5
         Monitoring	s	",....•................	7
         Results	;......-..".	.-.."	....8



'QUALITY ASSURANCE AND QUALITY-CONTROL
 WORKING TOGETHER
         Quality Assurance and Quality Control	,	9
         Precision and Accuracy Sampling and Calculations	:	;10
         Evaluating Results and Determining Quality	,	16



 QUALITY ASSURANCE  PROJECT PLANS    .
         The Sixteen Elements for your Tribal Plan	;..	17



 HELPFUL RESOURCES          "       ~"        ;   .   "    ^~~'
         Glossary	>	,...„•	31
         List of Acronyms '...„..•	34.
         References	,	^....................35

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INTRODUCTION
BACKGROUND
   in September 1992, the Southern
Ute Indian Tribe and the United States
Environmental Protection Agency
(EPA) Region 8 co-sponsored the
workshop "Quality Assurance for Water
Quality in Indian Country."  The
document before you is a result of
that workshop.. It presents workshop
information along with suggested
methods for incorporating quality
assurance—a process for evaluating
data quality—Into tribal water quality
programs, based on EPA requirements.

Reauthorization of the Clean Water Act
(CWA) in 1987 created opportunities
for Indian tribes to receive financial
assistance from EPA. The Agency now
provides funding to Indian tribes for
the development of many types of
water quality projects, including:  water
quality program development, lake
water quality assessment and  remedia-  .
tion, point.and nonpoint source pollu-
tion control, and wetlands protection.
When environmental data are collected
by any entity funded through EPA, spe-
cific technical requirements must  be
met in order to ensure that data are of
good quality.  The system of such
   V  By law, you cannot conduct water
   monitoring under an EPA-funded pro-
   gram until you have an approved
   Quality Assurance Project Plan.

   V  If a tribe is sampling under a
   QA/QC program with the pre-1993
  . format, sampling may continue, but
   the QAPP must be reformatted by
   October 1994.
quality assurance is.commonly known
as QA/QC (quality assurance/quality
control). QA/QC  should be integrated
into a tribal water quality monitoring
program at the outset of program
development.
                                                 The QA/QC workshop is one example of technical training available from EPA.
The purpose of this guide is" to- provide
you with the information that you will
need to develop a tribal QA/QC pro-
gram.  It also provides instructions for
writing the required Quality Assurance
Project Plan (QAPP) that must be
approved by EPA before monitoring
may begin under a CWA grant.

By  federal regulation, any entity
funded by EPA to collect enviroment-
al data must develop a QAPP which
will document how their QA/QC pro-
gram meets EPA criteria. This is
required so that EPA and its grantees
can ensure that the data collected are
scientifically valid, of known and suit-
able quality, collected with the best
cost-effective technology available, and
legally defensible if necessary.

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                         Many tribal water quality programs
                         have already developed EPA-approved
                         QA/QC programs.  Because the QAPP
                         format and contents are new and sam-
                         pling technology has recently changed,
                         previously-approved QA/QC programs
                         may not reflect current requirements.
                         Sample portions of the new QAPP for-
                         mat are provided in the section of this
                         document entitled "Quality Assurance
                         Project Plans,"
Field sessions are piirt of man} F.PA training co
                         QA/QC is used when making any
                         environmental  measurement, includ-
                         ing those for water, air, or soil.  But
                         how does QA/QC fit into tribal water
                         quality program development? From
                         evaluating historical data to projecting
                         monitoring costs for a grant proposal,
                         QA/QC considerations must be
                         included. The case study in the next
                         section of this guide illustrates the
                         integration of QA/QC into the devel-
                         opment of a tribal program.
 HOW TO USE THIS GUIDE
   This guide is divided into four sec-
 tions, each of which can be read and
 used as a unit, independent of the oth-
 ers.  Reading only one section, however,
 might leave you with an incomplete
 picture of the process for integrating
 QA/QC into your tribal water
 quality program. We suggest that you
 read through the entire guide in the
 order presented here.  Afterward, you
 may want to go back to a certain sec-
 tion for further study or clarification.

 The "Case Study" section provides a
 step-by-step overview of the entire
 process for establishing a water moni-
 toring program, beginning with the
 tribe's commitment and ending with an
 evaluation  of the data collected. The
 details for developing your own
 QA/QC program can be found in the
 two sections .following the case study.

 Throughout this guide, informational
 tips are presented in shaded boxes,
 while important definitions can be
 found in bold type in the page's outer
 margin. (The Glossary, in the "Helpful
 Resources" section,  is another good
 place to check for definitions.)  The •
 "Quality Assurance and Quality
 Control Working Together" section
"contains formulas and mathematical
 computations to  better present several
 technical concepts,  and the "Quality
 Assurance Project Plans" section pro-
 vides numerous examples shown on
 ruled or graph paper for you to follow.
 Sources for additional information are
 listed under References in the final sec-
 tion. If you are unable to find the
 answers to your questions in this guide,
 contact EPA for assistance.

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                         CASE STUDY:

                  TRIBAL WATER QUALITY

                  PROGRAM DEVELOPMENT
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 CASE STUDY:
 TRIBAL WATER QUALITY PROGRAM  DEVELOPMENT
 UTE MOUNTAIN  UTE  TRIBE
   The following is an account of the
 steps that could be taken by a tribe to
 develop a water quality protection
 program that includes adequate
 QA/QC provisions.  Beginning with a
 stated commitment by the tribe1 to
 protect its reservation waters, the  Ute
 Mountain Ute-Tribe developed the
 necessary systems and :EPA documents
 to receive a GWA grant and begin sur-
 face-water monitoring. Although the
 timeline and progression of events will
 vary from, tribe to-tribe, this case study
 may help you to plan for the success--
 ful integration of QA/QC into  your
 program,       -

 In'1991, the Ute Mountain Ute Tribal
 Council decided that one of the tribe's
 priorities was to protect water quality
 on the Ute Mountain Ute Reserva- ; .
 tion. The tribe investigated a variety
 of possibilities for developing a water
 quality protection program. After
 applying and being approved for an
 EPA Clean Water Act Section 106
 grant, the tribe initiated program
 development.                   •    .
 PROGRAM DEVELOPMENT
   The first task for the tribe was to
 hire a Water Quality Specialist with a
 background in biology and chemistry.
 The role of the Water Quality
 Specialist was to provide technical
assistance to the tribe by developing
and managing a tribal water quality
program.  The Water Quality Specialist
worked closely with the Tribal Council
to develop, a'program objective and
long-range goals. Examples of these are;

Objective;  -             -
   The Ute'Mountain  Ute Tribe will
protect, maintain, and  enhance the
quality of tribal waters:'

Long-Range, Goals:
  ' 1.  To develop a complete set of base-
line data on the quality of tribal surface
water, groundw'ater, and wetlands.   •  .•
Monitoring will  include chemical, phys-
ical,'and biological parameters as well
as habitat assessments, and will incorpo-
rate appropriate  quality assurance and
quality control measures. The resulting
database will; (a) provide an overview of
the current quality of reservation waters,
(b) assist in classifying waters for the
development of water quality standards,
(c) help to inventory" potential point
and rionpoint sources of pollution, and
(d) identity areas of special concern that
may need immediate attention or fur-
ther study.  Data will be used for long-
term monitoring of abatement projects,
tracking water quality standards com-
pliance, providing information for
assessing environmental impacts from
development on the reservation, and
prioritizing program  activities.  .
 Quality Assurance (QA)
 is a process which
 ensures that a monitor-
 ing program is ade-
 quately planned and
 conducted to provide
 data of the highest pos-
 sible quality.  QA is a.
 set of opera-ting princi-
ples and procedures
 used for data collection,
 sample handling, analy-
 sis, and data review
 that can be used in the
field and in the labora-
 tory to provide data
 that are of knoum qual-
 ity.  Simply put: QA is a
 way to effectively collect
 environmental data and
 determine how believ-
 able or reliable they are.

 Quality Control (QC)
 is the set of steps taken
 during sample collection
 and analysis to ensure
 that data  quality meets
 the minimum standards
 established by a Quality
Assurance Project Plan.
• Note: An EPA Section 106 grant can be a cornerstone for developing a tiibd water quality program, It can
 provide funding for a broad range of water pollution control projects, including wetlands protection', nonpoint
 source pollution- control, water quality standards development, permitting"and code development, and ground-
 water, surface water, and lake warer quality sampling. Waste'waier treatment facility construction and analysis
 of drinking water are not-eligible for funding under rhe 106 program,

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 Water quality
 monitoring is the collec-
 tion and analysis of
 water, organisms living
 in or adjacent to the
 water, or physical ele-
 ments associated with
 water that may serve to
 characterize the quality
 of the water. It may
 also include data collec-
 tion on the condition of
 the physical and biolog-
 ical habitat in and
 around a body of water.
 Typical monitoring data
 can be separated into
 chemical, physical, bio-
 logical, and habitat
parameters.
   2, To develop a water quality pro-
gram that will address point and non-
point sources of pollution.  This will be
accomplished  through the development
of rules and regulations, management
and assessment plans, best management
practices, and  water quality standards.

   3. To enhance the technical and
administrative expertise of water quality
program staff through training and
instruction. This will allow the tribe to
work as an equal partner with other
agencies regarding water quality issues
both on and off the reservation,

After the long-range goals were  •
approved by-the Tribal Council,-short-
range activities were translated into a
final Section 106 grant workplan.
                          SECTION 106
                          GRANT WORKPLAN •
                             The workplan was written to
                          encompass activities to be completed
                          during the one-year grant project
Seining 
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The Southern Ute Tribe developed a tribal water quality laboratory for perfonning
routine analyses. A review of laboratory SOPs was part of the workshop that served
as the background for this guide.

                          previous ten years, bur rhere was no
                          indication rhar any QA/QC had been
                          used.  Because there was no documen-•
                          ration on the use of QA/QC, the quali-
                          ty of rhis dara could nor be derermined.
                          The Specialisr decided rhar rhe infor-
                          mation from  rhe orher rhree drainages
                          was of good enough quality ro be
                          enrered  inro rhe rribal darabase as base-
                          line dara. The Mancos.dara,  however,
                          were of  unknown quality, and could
                          nor be used in rhe darabase.  Thus, rhe
                          only gap in baseline dara was for rhe
                          Mancos drainage.

                             4.  In order ro complere rhe baseline
                          dara collection, rhe Specialisr and rhe
                          Technician would need ro moniror the
                          Mancos River and rhe seven srreams
                          rhar drained inro ir. While rhe
                          Specialisr outlined a momroring pro-
                          gram for rhe Mancos, rhe Technician
                          began ro work on developing rhe
                          required QAPP and SOP documenrs.
   5. Because rhere is so much overlap
between the SOPs and QAPP, they were
developed concurrenrly. The Tech-
nician wrore rhe QAPP, including rhe
rribe's expecrarions for  rhe quality of
dara, how derailed rhe analysis of rhe
dara would be, and how rhe quality of
rhe resulrs would be derermined. The
QAPP included  information on how
many and what types of quality control
samples would be used. This would
derermine rhe quality of field collection
procedures as well as field and laborato-
ry analyses.  Ir also included specific
informarion abour how long each sam-
ple could be kepr before analysis, infor-
marion on how ro preserve samples, rhe
type of conrainer ro be used, specifics
on how rhe samples should be shipped,
and rhe analytical merhods ro be used.
   T  The QAPP was written to
   include the necessary information
   for collecting and analyzing every
   type of physical and chemical para-
   meter that the tribe might possibly
   measure. Although the Technician
   and Specialist knew they wou!3 not
   monitor for every parameter in
   every sample, they included all pos-
   sible parameters in the QAPP so
   that they would only have to write
   this part of the document once, sub-
   ject to change only with changes in
   applicable technology.

   T  Keep the SOP and QAPP doc-
   uments together for quick reference
   in the field and laboratory. Even
   when you have collected the same
   type of sample every day for a
   month, refer back to these docu-
   ments periodically to check your
   sampling procedures.

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                                                                               *V     "• •      ','     " ?»'
   V  Take rime to look around you
   at those things chat might influence
   the rivers that flow into reservation
   waters. Ask questions of people
   who may have valuable information
   (e.g., industry operators, geologists,
   weather specialists, farmers).

   T  Consider the' season of the year
   when planning monitoring, as this
   will affect flow, dilution, and other
   aspects of surface waters. Storms
   and droughts can also affect your
   monitoring results. Make sure to
   indicate current season and weather
   in your field notebook.

   V  Check your data periodically,
   not just at the end  of the year. Do
   they appear reasonable?  Are there
   any big surprises?  Doing this can
   help you catch problems early in the
   sampling season.
To put together the SOPs, die
Technician collected all the operating
manuals for the field and laboratory
sampling.equipment that the tribe had
purchased. The reference book
Standard Methods for the Examination
of Water, and Waste-water (see Ref-
erences, page 35) was reviewed so that
the Technician could list the exact pro-
cedures that would be used for each
rype of sample collection.  Once the
Technician compiled these'items, they
were put together in one notebook
Because one copy was receded in the
laboratory and another was' needed in
the field, the Technician made two
copies (and laminated each page),
keeping the original  ia the office.  This
way, anyone collecting samples could
refer to the SOP notebook for com-
plete instructions.
MONITORING
   Water quality monitoring is con-
ducted for a wide variety of reasons.
For example, monitoring programs may
be established to collect baseline'data or
to evaluate the effects of road building
and maintenance,  forest harvest, appli-
cation or herbicides and pesticides,
recreation, grazing, or mining.  Each of •
these  programs would necessitate a
"specific set of monitoring tests. Clearly
stating and understanding your objec-
tive for monitoring will help you to
determine how often and where sam-
ples-should  be collected.  -

The Specialist outlined a monitoring
plan for  the Mancos drainage, aimed at
providing baseline data, and sent it to
EPA as part .of die tribal workplan.
The QAPP was also 'sent to EPA for
approval, with the SOPs attached for
review. Meanwhile,  the Specialist and
Technician spent time in the  field and
laboratory, becoming familiar with
their equipment and Standard
Operating Procedures. The first sam-
ples were collected just for practice and
were not included in the official water
quality database.
    f   Include a statement in your field notebook about land use •
    near and upstream from your sampling sites. Such information
    might help to explain your results, especially in explaining why
    certain values turned out higher or lower than expected.  .

    *f   Are you looking for training in monitoring techniques?
    Local colleges and, universities may offer courses in monitoring or
    environmental science.  Additional resources for training include
    other tribes, state and'federal agencies, and a collection of
    extensive literature on monitoring plans and procedures.
                                                                                      V

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   -T   As soon as your QAPP is approved and your SOPs are final-
   ized, you and your sampling staffshould read and discuss these
   documents to become completely familiar with them.
   Communication between people collecting data is essential; if
   possible,  have them sample together in the field. In addition,
   sampling personnel should document their procedures (and
   deviations from procedures) to help identify situations where
   problems may arise because consistency is not ensured. This way,
   if program personnel  leave the program, new staff will have accu-
   rate documentation on how samples have been  collected.
                                          quality of the data was good. (The
                                          procedures for conducting this type of
                                          reconciliation are detailed on page 16.)
                                          Data not meeting the QA/QC guide-.
                                          lines were discarded. These steps en-
                                          sured that the data used were likely to
                                          represent the actual conditions of the
                                          water. At this point, xhe water quality
                                          staff could identify locations of poor
                                          water quality and recommend
                                          further action.
Data Quality
Objectives (DQOs) are
the numerical goals that
are set for a monitoring
project. Based on the
objective of the sam-
pling, numbers are
defined for the range of
data quality that will
be acceptable, DQOs
reflect the accuracy, pre-
cision, and completeness
for each parameter that
is measured.
Once the monitoring plan and the
QAPP were approved by EPA, the
Specialist and Technician were able to
begin monitoring..  They collected the
samples that had been identified in the "
monitoring plan, closely following the
SOPs and QAPP. The Specialist was
identified as the Quality Assurance
Officer, and ensured that the correct
methods for sample collection, preser-
vation, storage, and shipment were
used. Some of the tests, such  as those
for temperature, conductivity, hard-
ness, alkalinity, dissolved oxygen, and
pH, were conducted in  the field or
tribal laboratory. Samples  to test for
constituents such as iron, mercury, and
atrazine were collected and then sent to
a contract laboratory for analysis.  For
both, types of data,  QA/QC procedures
were performed regularly.
                           RESULTS
                              Once the data from the monitoring
                           were compiled, the Specialist went
                           back to the QAPP to review the
                           requirements for acceptable data quali-
                           ty. By reconciling the QA/QC sample
                           results with the data quality objectives
                           outlined in the QAPP, the Specialist
                           was able to determine that the overall
                                                                    •This case study is just one example of
                                                                    how QA/QC can be successfully in-
                                                                    corporated into a tribal water quality
                                                                    program. It illustrates the importance
                                                                    of developing the QAPP and SOP doc-
                                                                    uments early in the process.  By becom-
                                                                    ing familiar with the procedures in
                                                                    these documents, and using them reg-
                                                                    ularly in the field and laboratory, the
                                                                    tribe was able to  determine the quality
                                                                    of the data collected.
T  When choosing a laboratory.
for analyzing your water quality
samples, it is best to conduct inter-
views.  Provide the laboratory with a
list of questions regarding the analy-
ses you anticipate having done, and
talk directly with the laboratory
manager. When you develop the
contract, include a specific period of ,
time that your contract will cover,
the scope of work  (including materi-
als the laboratory will furnish),
terms  for payment/a provision giv-
ing both the tribe and EPA the right
to audit the laboratory, and other
terms  and conditions as required or
recommended by the tribal pro-
gram. Make sure to agree on turn-
around time in advance.

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AND QUALITY CONTROL
 WORKING TOGETHER

                        •fe.

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QUALITY ASSURANCE AND QUALITY CONTROL
WORKING TOGETHER
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   While quality assurance, quality
control, and SOPs are separate compo-
nents of a monitoring program, they
work together to provide data of
known quality. Together, they mini-
mize the error that is introduced in
sampling, and allow the tracking of
errors that may occur. From failing to
add  the necessary preservative to a
metals sample to inadvertently using
contaminated glassware, the possibili-
ties for system or human error in mon-
itoring are extensive. Regular control
sampling is an integral element in a
system for water quality monitoring.
   T  QC samples should be labeled
   widi die same type of sample identifi-
   cation number as other samples, and
   submitted to die laboratory widiout
   indication diat diey are QC samples.
   However, diese. identification num-
   bers should be rioted in your field
   sample notebook, and tracked within
   your system as  QC samples.

   T  In order to determine the qual-
   ity of die laboratory analyses, at
   least, 10% of the samples you sub-
   mit to the laboratory should be QC
  "samples. At least 5% of your sam--
   pies analyzed in the .field, should be
   QC samples. For a new monitoririg
   program, however, it would be
   appropriate to have  as many as 50%
   of all samples as QC samples, until
   the system is finely tuned.
                                                  Filtered samples can be easily contaminated during transfer from filtration reservoir
                                                  to sample bottle.  Getting assistance from other members of the field crew can.help
                                                 you to minimize contamination. .     . .'
QUALITY ASSURANCE AND
QUALITY CONTROL
   QA/QC includes planning, assess-
ment, reporting, and making necessary
changes to the water monitoring
program to ensure quality data. The
system defined in your QAPP will out-
line what is acceptable for your moni-
toring objectives. If the results of your
quality control samples fall outside the
acceptable levels, these samples are
rejected. In addition, corrections may
be needed in your SOPs to ensure that
data are collected properly.  Evaluation
of quality control samples allows you to
determine the quality of the overall data.

Quality control (QC) samples are col-
lected to determine precision and accu-
racy, and can be collected or prepared

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Precision is a measure-
ment of the closeness of
data values to each
other.  This is deter-
mined by comparing the
results of several mea-
surements taken at one
location.  Statistically,
precision is expressed as
a range of concentration
units, using relative
percent difference or
standard deviation.
in the field or laboratory. Field QC
samples are used to evaluate data
collection methods and field or
laboratory procedures ah-d analyses.
Laboratory QC samples are used solely
to determine the quality of laboratory
procedures and analyses.
PRECISION AND
ACCURACY SAMPLING
AND CALCULATIONS
  'There are five basic types of QC
samples, numbered 1-5 on the pages
that follow.  In determining precision
and accuracy, the use of basic statistics
is required.  Each type of QC sample
listed below includes an example of
how the QC results would be analyzed
to determine precision or accuracy.

Samples to Determine Precision
   Precision gives information about'
how consistent your methods are.  It
does not mean that the sample results
actually reflect the true value of the  •
parameter measured, but rather that
your sampling is giving similar results
under .similar conditions. .   ...   •  . -.

   1 •  A split sample is the result of
taking one sample collected-in accor-
dance with SOPs.and splitting the
sample into two bottles. The measure-
ment of agreement between the samples
will represent the precision. A. sample
may be split in either the field or in
the laboratory.

EXAMPLE:     .    - .  '   .
Precision Calculation for a Split
Sample
  - If a sample is split into two sub-.
samples,  or if a  replicate sampling re-  ;
suits in only two samples, the following
calculation may be used to determine
precision:

Relative Percent Difference =

RPD   .-fra'
                                                                   For example, if:  x( -22
                                                                                 .  x, = 18
                                                                              22- 18
                                                                   RPD  =   22 + 18
                                                            (100)
                                                                                  (100)
 A tribal water quality laboratory can be developed as fart of the Section 106 grant
 program. Equipment can be purchased with grant fund: and installed by a tribal
 program to perform routine laboratory analyses.
                                                                          =   5%
                                            2. A •replicate sample is obtained
                                         by collecting two-or more samples from
                                         the same site, with the same methods,
                                         one immediately after.the other.  Such
                                         samples are considered representative
                                         sub-samples of the same environment.
                                         Replicate samples are processed nor-
                                         mally through the entire measurement

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I
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I
I
I
I
I
I
I
•
I
I
I
 system.  While analysis results will
 never be exactly the same for any two
 samples due to natural variation, the
 'degree of difference will allow you to
 assess the variability caused by-field
 sampling methods:

 EXAMPLE:
 Precision Calculation for a Replicate
 Sample
    In order to assess the precision of a
 replicate set where three or more sam-
 ples are obtained from the same envi-
 "rohm.ent, the standard deviation must
. be determined;  If four replicate sam-
 ples were obtained consecutively from
 one location to determine precision, the
• following calculations would be made:
 Sample results from laboratory:
 Sample #        Concentration
    x,     ,            48
    x2      '•-'•'  -.51
    x                 50
                                       mg/1)
Breaking the equation into its compo-
nents makes the calculations simple.

First, x is the average concentration,
found by:
X  =
In this case:
       (48+ 51.+ 50 + 45)
X  =
X  =
       48.5
        n .
Then,  £(x; - x)2  means the sum of
       i=l      .           .   '
(xj -x)' for all values of x from i to n.
                                                      -\2
          (x2>x) + (x3-_x)'+ (x4-x)-'
   = (48'-'48.5)2 +(51^48.5)2+  •
     (50-48.5)2 + (45-48.5)2
   = (-0.5)2 + (2.5)2 + (1.5)2+(-3,5)2
   = 0.25 + 6.25 + 2.25 +.12.25
   = 21
I
i
        The equation for standard deviation (s)
        is:
         s=
                  1=1
 where  S(x; - x)2
        1=1
 is the sum of the concentration values
 for each of the sample results (x, .  . xn)
 when the average concentration is sub-
 tracted from each result and the total
 value is squared.
                                          By placing these values in the original
                                          equation, the result is:
                                          s =
The smaller the value of s, the better
the precision.  The standard deviation
reflects the scatter of the values around
the average value. The results of this
calculation should be compared with

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the data quality objectives defined in
your QAPP (See Element #6 in the
section "Quality Assurance Project
Plans.")

If a relationship between the standard
deviation and  the concentration level is
clearly evident, use the coefficient of
variation (cv) to determine precision.
   cv =  s
In this example:
   cv
      =   2.6
        48.5
   cv=  5.4
             (100)
When conducting an extensive sampling
event (collecting samples at different
locations during one trip),  plan ahead
for the types and  number of QC
samples that you  will need  to collect.
You will want to meet the minimum of
10% laboratory QC samples for every
sampling event, and compose the preci-
sion and accuracy makeup  based on the
needs of your sampling.  If you want to
evaluate the precision of the analysis for
an entire sampling event, you could
collect either a series of split samples or
a series of replicate samples. The fol-
lowing example is for an event using a
series of split samples.
                                             V  Many of today's calculators per-
                                             form the standard deviation calcula-
                                             tion. Consider purchasing this type
                                             of equipment under your Section
                                             106 grant.
EXAMPLE: .
Precision Calculation for a Sampling
Event Using Splits
   For a sampling event involving 80
samples and a QC scheme of 10% of all
samples being Analyzed for precision,
every 8th sample could be split.  The fol-
lowing measurements and calculations
could be made to determine QA/QC.
The results of each pair (x, and x2) are
listed in the table below. Also listed are
the calculations that could be made for
average concentration (x), standard devi-
ation (s), and coefficient of variation (cv).

The precision of the individual mea-
surements for this sampling event
could be estimated to be: (0.07) (x)

More complicated calculations  may be
necessary for results where a constant
relationship does not exist. Such calcu-
lations are not included here, but can
be found in most statistics texts.
                                                                cv (%)
1.5
1.7
2.0
2.4
2.7
3.9
5.0-
5.2
•1.7 '
1.6
' 2.1
2.1 •
' .2.4
4.3
4.5
4.7
1.60
1.65
2.05
2.25
2.55
4.10
4.75 •
4.95
.14
.07
.07
.21
.21
.. .28
.35
' .35
9
4
3 .
9
8
- 7 -
7
7
                                                      average cv = 7%

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•
•
•
•
•
 Samples to Determine Accuracy
   In order' to determine the accuracy
 ofsamples, they must be compared to a
 reference material which is of a known
 concentration. There are two types of
 QC samples which determine accuracy.'

   3. A spike sample is a sample that
 has a known amount and concentration
 of a constituent, such as a metal or pes-
 ticide,' added to it.  By introducing a
 known quantity into a regularly collect-
,ed sample., and determining the percent
 of material that is .recovered in analysis,
'an evaluation of accuracy can be made.
 Samples can be spiked either in the
 field or in the laboratory.

 By spiking a sample in the field and
 determining the percent recovery of the
 substance added, the results will reflect
 effects associated'with preservation,
 shipping, laboratory preparation, and
 analysis. A spike added in the laborato-
 ry will incorporate effects associated
 only with preparation and analysis.
Always remember safety considerations when sam-
pling during high run-off
                                                 ' EXAMPLE:    • .
                                                  Accuracy Calculation for a
                                                  Spike Sample  '
                                                    A sampling event collects 100 sam-
                                                  ples. To meet QA/QC 'requirements of
                                                  10%, 10 samples were selected to be
                                                  spiked and evaluated for accuracy.
                                                  (Note: When creating spike samples, a
                                                  sample is split.  One resulting sub-sam-
                                                  ple is spiked; the other is left, unspiked.)
                                                                                           Accuracy is the agree-
                                                                                           ment between the mea-
                                                                                           sured amount of a con-
                                                                                           stituent and the amount
                                                                                           of that constituent that
                                                                                           is actually present.
                                                                                           This is determined by
                                                                                           averaging several sam-
                                                                                           ples with a known value
                                                                                           added, and determining
                                                                                           how close they are to the
                                                                                           true value,,
jiked Sample
. 4.0
7.9 -
4.5 - -
•1.3
17.3
26.3 ' .
5:7 ' '
5.0'
62.5-
34.5
Spike -Value .
20.0 '
20.0
20.0 ,
20.;0
50.0
100.0'
20,0
20.0
: 200.0
100.0
' Spiked Sample
(A;)
22.8 • ' - •
26.2
. 25.4
21.2 '
- 66.7
.' 128.0
24.8' "
24.8 -
260.5
135.3
Recove
18'. 8
18.3
- 20.9
19.9
' - 49,4
. : 101.7
19.1
19.8
197.8
100.8
                                                                                                % Recover}'/Bias
                                                                                                 ":»..'....  j  flOO)
                                                                                                         ^ i \j\j p
                                                                                                     94,0
                                                                                                    •91.5
                                                                                                    104,5
                                                                                                     99.5
                                                                                                    ' 94.8
                                                                                                    101.7
                                                                                                     95.5
                                                                                                     99.0
                                                                                                     98.9
                                                                                                    100.8

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Equipment calibration logs should be kept in the tribal and contract laboratories.
Documenting the. calibration trends for each piece of equipment will help you to iden-
tify any damaged.or broken equipment.  When evaluating results, calibration lo
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^

i
         and .some are prepared in the laborato-
         ry. • The preparation will depend, on the
         purpose for using a blank.

         Samples to Evaluate Equipment
         Performance     :         •      / •.  /
           5. A calibration'check is used to
         check equipment performance with
         laboratory-prepared standards, or in   •
         accordance with manufacturers guide-
         lines, to ensure, that equipment is oper-
        , atirig properly. .A reference sample of
         known concentration is used to mea:
         sure accura'cy. Percent bias can be de-
         termined using the following equation:

         o/o gjas _ 100 (average value -.true value)
                           true value

         Measurements for such parameters as
         pH, alkalinity, hardness, dissolved* oxy-
         gen, and even temperature should also
         include a component of quality control.
         Such QC will allow you to evaluate the
         accuracy and precision of both your
         methods and your equipment.

         Another measure of QA/QC is to eval-
         uate the bias of the -system.  Bias is the
         amount of difference between a mea- -
         sured value and a true value that is due
        'solely to analysis system sources;   ,  ,

         EXAMPLE:'
         System Bias Calculation
           A sample of a  known concentration
         (50 mg/1) is analyzed four times to
        : determine the bias. The results of the
         analyses are:    -              .
           x,   = 48 mg/1
           x2   =.51 mg/1          .
           x3  . = 50 mg/1                •  "
           x4   = 45 mg/1
.First, the average concentration is deter-
mined by the formula;
or, in this case:
     (48 + 51 + 50 + 45)
      194

.x= 48.5 mg/1

Next, the bias is determined by sub-
tracting the true concentration from
the average concentration.
   B = x-T
or:
   B = 48.5 mg/1 - 50 mg/1
   B =-1.5 mg/1       .           •

This is the average amount of bias that
the/process of system analysis may con-
tribute to each sample in this analysis
run, for the samples that this machine
is running, until it is calibrated again.
   V-  Laboratories conduct their own
   quality control checks — including
   collocated samples (those that are
   arranged or organized in a certain
   manner), replicates, splits, and  •
   spikes — to determine their own
   quality.  When contracting witk a
   laboratory, be sure to get a. copy of
   their QA/QC plan and include it as
   an appendix to your QAPP. Also,
   discuss how frequently the laborato-
   ry will analyze quality control sam-
   ples, and be certain that the results
   from the laboratory's internal quali-
   ty control  samples are included in
   the report on your data.

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Completeness is a mea-
sure of the number of
samples intended to be
taken compared to the
number of samples actu-
ally taken, expressed as
a percentage. If a study
defines 80% complete-
ness, then 80 out of 100
samples must be accept-
able as valid samples.  A
sample may be deter-
mined to be invalid and
rejected from the study
because it was cohtami- •
nated or destroyed
sometvhere in the sam-
pling process.
EVALUATING RESULTS AND
DETERMINING QUALITY
   Once you have completed sampling,
sent the samples to the laboratory for
analysis,  and received the results, you
will need to determine the quality of
your data.  Procedures for determining
this should be covered in the "Valid-
ation and Verification" section of your
QAPR (See Element #14 in the
following section.)  But, how do you
actually evaluate the data?

Compare the results of your data with
the information from your field note-
book.  From rfiis, you may be able to
identify errors (if any), and the source
of these errors. Use the precision and
accuracy equations outlined above to
evaluate  the quality of your data,
Additional methods which are more
technical and statistical in nature may
also be used. (Consult Standard
Method^
Alter a determination of the precision,
accuracy, and completeness of the data
is made, you will be able to do one of
the following: Completely accept the
data that you, collected, accept them
with restrictions, or reject them. If you
must reject a portion of the data, you
should go back and review the proce-
dures that were used both in field col-
lection and laboratory analysis to deter-
mine where errors were introduced into
the system, and how these errors can be
avoided in the future.
   V   When conducting environmen-
   tal monitoring, be sure to document
   all of the procedures and changes in
   procedures that you make, both in
   the field and in the laboratory.
   Along with the SOP manual and
   QAPP, keep waterproof field and
   laboratory notebooks available to
   use at every location.  Record infor-
   mation such as current weather,
   recent storm events, specific site
   location descriptions, deviations
   from SOPs, sample ID numbers,
   and the type of QC samples taken.
   Before going into the field, make   .
   sure your equipment is working
   properly, and take spare parts with
   you in case you need to repair or
   replace something that breaks while
   you are out.
 Some water quality samples will be callscted-directly from a water body and analyzed
 for total concentration of a constituent. Others, such as the sample, shown here, will
 be filtered in the field and analyzed tor dissolved concentration.

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                                                  H~ *t '«£r- tff -

                                                  V •*•&&*;*••
          QUALITY ASSURANCE
              PROJECT PLANS
                                               '  J*- tf ""t EvJ="^c 1
                                               ,  "i * L-Csi-v! ito"?r~"
                                               ' •*' -
-^i" -
  *"• s.»   -v* *• t J* f ft, ""^ •
  •^.f ^ fSr ,-^J- ,/"-, t  - -

"-'".'*>f - -'   ', .":V- ^f^SiSS^Ifl:^
:"-;,- **-* •. ;. i  *  '-> rM*f?/fe;.?-: 4^ /Vt*^i*-? -
•:^-;/-;.-/i:fe:rip^5-*ii&.
r\ ^^n^:- /^:V>^^^:^i^fc^v.

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I
i
        QUALITY ASSURANCE PROJECT PLANS
           A QAPP is a document chat pro-
        vides specific information on how
       ' QA/QC is applied to the collection of
        data.  It includes information on data
        collection, planning, implementation,
       , and assessment.  If used properly, a
        QAPP provides the best tool for evalu-
        ating the results of monitoring.
        Because the information contained in a
        QAPP varies greatly from tribe to tribe,
        there-is no standard form to be com-
        pleted. .Rather,  the examples included
        here should serve as a guideline for your
        tribe's unique QAPP.  For more detailed
        information on  developing a QAPP,
        refer to the document EPA
        Requirements for Quality Asmrance
        Project Plans for Environmental Data
       • Operations (see References; page 35).

        A QAPP may consist of as many as 25
        different elements. For tribal QAPPs,
        only 16 of these elements, a re required.
           V  Each year, review your ap-
           proved QAPP, If there have been
           changes to field or analytical
           methodologies, revise the plan to
           reflect these changes.  Your QAPP
           must be current.

           ^ , Hiring an independent con-
           sulting firm to complete your tribal
           QAPP is allowed, but ERA encour-
           ages tribes to write it themselves.
           Because the QAPP document will
           be used by tribal personnel in sam-
           pling, its contents must be very
           familiar to those.individuals. An
           outside contractor may not.be able
           to provide the details specific to
           yonr tribal program as well as tribal
           staff can.
All 25 possible elements-are listed be-
low; an arrow indicates those required
for tribal programs in EPA Region 8.

>•  Title and Approval Sheet
>•  Table of Contents
   Distribution List
>•  Project/Task Organization
2-  .Problem Definition/Background
>•  Project/Task Description
>-  Data Quality Objectives for
       Measurement Data
   Project Narrative    •      •
   Special Training Requirements/  -
       Certification
   Documentation and Records
-  Sampling Process Design
>•  Sampling Methods Requirements
>•  Sample-Handling and Custody
       Requirements
>  Analytical Methods Requirements
>~  Quality Control Requirements
   Instrument Testing, Inspection, and
       Maintenance
>-  Instrument Calibration and
       Frequency  '
   Inspection Requirements for
       Supplies
   Data Acquisition Requirements
   Data Quality Management
>•  -Assessments and Response Actions
   Reports .to Management'
>-  Data Review, Validation, and
       Verification Requirements
>•  'Validation and Verification
       Methods
>-  Reconciliation with Data Quality
       Objectives

This section describes, gives examples
of, and lists the requirements for the  16
elements that are necessary for tribal
water quality programs.

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n TITLE AND APPROVAL SHEET
      This element must include (1) title of the QAPP, (2) name of the tribe and
 tribal organization implementing the plan, and (3) names, titles, signatures, and
 approval dates for the Tribal Project Manager, Tribal Quality Assurance Manager,
 EPA Project Officer, and EPA Quality Assurance Manager.
      TABLE OF CONTENTS
      Lists the sections, figures, tables, references, and appendices. A complete doc-
 ument control number should be included at the top right corner of every page.
                                                      Section
                                                      Revision No.
                                                      Date	
           ELEMENT #2-Table of Contents         Page     of
This method of. document control is advantageous.  If you need to make minor
changes, document control will eliminate the need to resubmit a revised QAPP;
such changes to the plan can be inserted on a page-by-page basis.  Major revisions
to the plan, however, must be submitted to EPA for review and approval.
     ' PROJECT/TASK ORGANIZATION .
      Identifies the personnel and departments within the tribe that will use the
 data and make decisions associated with them.  Includes an organizational chart
 showing the relationship of these individuals and departments. Do not use specific
 names, but rather job titles. Include at least one paragraph which describes the
 responsibilities of each position, how the QA/QC activities will be performed, and
 who will be responsible for performing which QA/QC activities.

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•
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                 ELEMENT #3-Project/Task Organization
                                Qrgajiizational Chart

                                  Tribal Members
                     ;	 •  .   .Tribal.Council
                    ..     .;...-...  Tribal Chair
                           Enyiro.nm'ental Committee Chair
                          Environmental Program Director
                         Water Quality Specialist (QA Officer)
                              Water Quality Technician
                     The Water Quality Technician will be responsible
                 for the field collection and tribal laboratory analysis
                 of samples, and.reports to the Water Quality
                 Specialist. The Specialist will oversee the water
                 quality monitoring program, act as QA Officer, and ...
                 report to the Environmental Program Director,
                 The Program Director is
                 responsible for  :.    r~-
                 reviewing the work
                 performed and mak-
                 ing recommendations
                 to the Environmental
                 Committee.  The
                 Committee Chair reports
                 to the Tribal Chair and.
                 Tribal Council, who then
                 inform Tribal Members.

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     PROBLEM DEFINITION/BACKGROUND
     Brief!}' states the specific problem to be addressed in the water qualify moni-
toring project, -Includes brief background information on the project.  Includes a
description-of- the EPA program that is funding the monitoring program. The
QAPP may reference this information from the animal workplan.
            ELEMENT #4-Problem Definition/Background
                The Ute Mountain Ute Tribe is developing a
            water quality program with funding from the EPA
            Clean Water Act Section  106 program.  The tribe is
            establishing a baseline water quality monitoring
            "'  program for surface water chemistry. The pur-
               pose of collecting data is to support the tribe's
            »
               long-range goals of developing tribal rules and
                regulations and water quality standards, and
                creating an overview of the quality  of reserva-
                tion waters. See the Section 106 grant work-
                 plan for specifics on the problems to be
                 addressed in water quality monitoring.
     PROJECT/TASK DESCRIPTION
     Provides a description of the work that will be performed. This description
should be as thorough as possible, II appropriate, maps and other descriptive fig-
ures are helpful to describe the data collection location. Because this portion of the.
QAPP is most likely to change from year to year, the most effective way to provide
this information is by referencing the tribal workplan,  (Certain other parts of che
QAPP will remain constant because procedures such as sample preservation and
handling tor certain constituents are unlikely to change.)

The description in the workplan should include an identification of all measure-
ments that will be performed during the project.  All measurements should be clas-
sified as either critical (required for the project) or non-critical (informational).

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1
1
        Equipment and personnel that will be used should be included. Performance and
        calibration requirements, as well as the methods and procedures to be used for field
        and laboratory sampling, may be cited from the tribal Standard Operating
        Procedures manual.
                   ELEMENT #5-Project/Task Description
                      The Ute Mountain Ute Tribe is located in extreme
                   southwest Colorado, with portions extending into Utah
                   and New Mexico.  The reservation covers approxi-
                   mately 500,000 acres.  Four drainages traverse the
                   reservation, including the Mancos River, San Juan
                   River, Me Elmo Creek, and Navajo Creek,  Some of the
                   surface water bodies serve as irrigation water, and
                  •are also important to fish and wildlife resources.
                   Included are numerous groundwater wells used for
                   construction and livestock water.   Selection of moni-
                   toring sites was based on historical monitoring data.
                   Measurements which will be, made are listed in the ...
                   approved Section 106 grant workplan under Task #4,
                   "Monitoring-Program."
            DATA QUALITY
            OBJECTIVES FOR
        MEASUREMENT DATA
        State the project objective, or reference
        it from the workplan. The objective
        must be described in numerical terms.
        This allows you to know what mea-
        surements must be taken and with
        what frequency.  By establishing
        numerical goals to support the objec-
        tive, you will be able to. determine how
        many samples to collect and what ana-
        lytical methods to use to give results at
        the sensitivity required.
                                            LPA is available to provide technical training.

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                     In this section you will.identify the scope ot the project, including the time frame
                     for conducting the monitoring, and the constraints on the project.  List.why the
                     data are needed and for what they will be used.. Being very specific, list what com-
                     pounds are being measured, the detection levels of the compounds, the reporting
                     units,-the acceptable level of confidence tor each (standard deviation and percent
                     bias), and the citation for the source(s) of this information (CFR or Standard_
                     Methods). The easiest way to do this is to present the information in a table that
                     specifies the .quality of the data needed to achieve the project objective.
               ELEMENT #6-Data Quality Objectives for Measurement Data

               Detection    Reporting     Precision   Accuracy               Completeness
Parameter     Level  "      Units       Cstd. dev.l  C% bias!     Method   .   (%) '

pH            0.01-14.0
conductivity  0-10,000
iron           0.02
zinc           0.005
su
mhos/cm
mg/1.
mg/1
0.13
8.2
16.5
8.4
0.05
4.8
0.06
0.4
Std Met
Std Met .
Std Met
Std Met
80
80
80
80
                     Precision, accuracy, and completeness should be expressed in terms" ot numbers.
                     Representativeness and comparability are not numerical but are descriptive evalua-
                     tions of items such as sampling locations and the sampling scheme.

                     Representativeness is the expression of the degree to which data accurately and pre-
                     cisely represent a characteristic ot a population, parameter variation, process
                     condition, or environmental condition.  The Ute Mountain Ute Tribe's water
                     quality monitoring program is set up to  delineate the water quality of the reserva-
                     tion bv drainage.
                                  o
                     Comparability is the confidence with which one data set can be compared to
                     another. Consistency of reporting units, standardized analytical methods, and stan-
                     dardized data formatting will ensure comparability.
                     Note: The levels selected for acceptability depend entirely on the objectivefs! ot your monitoring program.
                     For instance, the accuracy and precision used when -monitoring for legally-defensible dara for an Ehvironmenral
                     Impact Statement would need to be much higher than those used when monitoring lor baseline data ro classify
                     reservation waters.

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9
3
a
a
a
i
a
a
     SAMPLING PROCESS
     DESIGN (EXPERIMENTAL
DESIGN)
Outlines, in.general terms, the experi-
mental design of the project and the
anticipated project activities. Includes
sample design, sample frequencies,
matrices, and a schedule of milestones.
It is recommended that a map be
included that identifies sampling loca-
tions. This section describes how
sampling locations and frequency of
sampling were determined; it will vary
with each monitoring plan that you
design. The best way to address this
requirement is to reference this infor-
mation from the grant workplan.
                                               Hand-held conductivity meter with probe attached, Equipment such as this can be
                                               taken into the field to perform on-site analysis.
i
1
9
      SAMPLING METHODS REQUIREMENTS
      This is a specific list of the constituents for which you will be sampling and
 the methods you will use to do the sampling. A good way to illustrate this is by
 developing a table of the constituents and then listing details regarding the contain-
 ers, sample preservation methods, maximum holding times, and procedures. This
 information comes directly from the methods in 40 CFR 136 or Standard'Methods,
 or from the analytical laboratory.  It is best to include in the table all possible
 constituents found on the reservation, even if you do not anticipate monitoring for
 all of them immediately.
3
a
a
B
    Parameter

    PH  ..;.;   .
    iron
                                 ELEMENT #8-Sampling Methods Requirements

                             Procedure "*    'Container'     •  Preservative	Hold Time
Meter           Poly/Glass      None
Atom Abs       Poly             HN03
.0... ,       \
6 months

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     SAMPLE HANDLING AND CUSTODY REQUIREMENTS
     Describes the procedure than will be used for keeping track of and shipping or
delivering samples ro an outside laboratory for analysis. Describes the chain of cus-
'todv for both the field and the laboratory.
             ELEMENT #9-
             Sample Handling & Custody Requirements
                  Samples will be labeled in the field at the sam-
              ple location.  Minimum information on the identifi-
              cation labels will include
                         sample location
                         sample number
                        .date and time of collection
                         sample, type
                         sampler's name
                         preservation method

                      Samples will be sealed and preserved
                  appropriately for shipment, and be accompa-
                  nied by a chain of custody (COG) form. Upon   .
                  receipt by the lab, the receiver will sign the •
                   COG form and return it to the Water Quality
                   program staff. A copy of the final COG form
                   will accompany the data results in the report
                    from the laboratory.
  PI ANALYTICAL METHODS REQUIREMENTS
     This element is a list of" the analytical methods that will be used.  These can
 easily be included in the table developed for Sampling iVtethods Requirements (see
 Element #8, on previous page).

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             EQUALITY CONTROL REQUIREMENTS
             Discusses the quality control procedures that will                          .    .   .  .   .
        ,      ,r     ,    ;  .          K       ,  .              ELEMENT #11-
        be used tor each analysis or measurement technique,          -"',.'•-       _
        ~,.  .  c .     ,  r  j -ff         mr-     i   u        Quality Control Requirements
        This refers to the five different types of QC samples that
        can  be used to determine error in sampling, listed in the
        previous section "Quality Assurance and Quality Control      Sample Type      QG Frequency
        Working Together." These QC requirements should be       Field                     5%
        determined when creatins; the monitoring plan. It is best    -  _ •    •                   , nn/
                 ,. .  ,     •   •    LI  r     At     c         '  Laboratory              10%
        to present this information in table  rorm. Also, reference
        the contract laboratory's QA/QC plan,
        EB
     INSTRUMENT CALIBRATION AND FREQUENCY
     This element describes how all of the instruments (field and tribal laboratory)
are calibrated, along with the type of standards that will be used. Specific proce-  .
dures for calibrating equipment will not be listed in this section; rather, these
procedures should be included in the tribal SOP document.  A simple reference
to the tribal SOP will fulfill the requirements of this element.

If the tribe is using a contract laboratory, it is acceptable to reference the laboratory's
QA/QC plan as it pertains to the laboratory's instrument calibration, frequency,
and traceability. '                                   •
a
M                  ELEMENT #12-Instrument Calibration Se Frequency
                        All of the field instruments will be  calibrated
        ..                 .                     .
•*                  according to the manufacturer's recommendations,
B        '-.•','-....   Any,deviation from these recommendations due to
mm      ......         specific peculiarities with certain instruments will be
                    documented in the monitoring program of the grant
                    workp Ian. .All standards will, be traceable to a nationally-
B    ••.".            recognized  standard and  documented in field logbooks.
mm                  All instrument calibration information  can.be found in
                    the tribal Standard Operating Procedures.
                        The calibrations, frequency, and traceability of
a                  laboratory  instrumentation are conducted in accordance
mm                  With Section #^ of (laboratory's .name) QA/QC Plan.
                    A copy of the  reference is included as Appendix A.

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                               ASSESSMENTS AND RESPONSE ACTIONS
                               This element identifies the type .
                          of assessment activities that are to be
                          conducted during the length of the pro-
                          ject.  Assessments are formal evalua-
                          tions of organizations and individuals
                          performing activities for the project.
                          This usually includes, but is not limited
                          to, the following:

                          Performance Evaluations:  evaluations
                          of the individuals or organizations
                          (including water quality programs or
                          laboratories participating in the project).
                          involved in sampling, analysis,  and/or
                          interpretation of data. Performance for
                          any or all of these entities can be  stud-
                          ied and outlined in a written report or
                          performance review.
Cooperation in recording data in the field can help to ensure data quality. Many
errors are made, in transcribing data fi-om meter to datasheet. State each reading
aloud, record it, and then repeat if aloud to minimize transcription error.
System Audits: audits of the equip-
ment, personnel, and procedures by
tribal or EPA personnel to determine
the adequacy of the analytical measure-
ment system, data collection, and
other system components. The audit  .
may consist of a fiejd or laboratory
audit that evaluates operations against
the requirements of the approved.
QAPP and procedures. System audit
reports note problems and allow
corrective actions, to be taken to
protect the validity of collected data.
When contracting with a laboratory,
a tribe should include a requirement
that both  the tribe and EPA  may con-
duct system audits on the laboratory
at any time.

Management System  Reviews: allow
for  reviews of the tribal management
system associated with project  .
oversight.

Data Quality Audits:  provide an
opportunity for tribal  and EPA repre-
sentatives to review data results and   .
compare.them with project quality
objectives.       "

Inspections:  site inspections allow for
evaluation of conditions and proce-
dures in field and laboratory settings.

This element also discusses what
action(s) will be taken if sample results
indicate a problem1 in  the data collec-
tion and/or data analysis aspect of the
project.

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•
I
                     ELEMENT #13-Assessments & Response Actions
                         In order to identify any problem(s), the .tribe
                     will conduct a self-assessment of the sampling
                     and analysis of the data collected—at least
                     once a year  during the project. If a major
                     problem exists, corrective action will be
                     immediately taken and documented. In those
                     situations where independent expertise is
                     needed to assess a certain aspect of the pro-
                     ject, the tribe will request technical assis-
                     tance from the U.S. EPA. The US- EPA .
                     Project Officer or Regional Quality
                     Assurance Officer may conduct any type
                     of assessment at any time during the
                     length of the project.  This includes con-
                     ducting assessments of any contractor or sub-con
                     tractor performing sampling, analysis, or any
                     other activity directly related to the program.
             DATA REVIEW,
             VALIDATION, AND VERI-
        FICATION REQUIREMENTS
        This section states the criteria that will
        be used to review the data that were
        collected and to decide whether they
        will be accepted, rejected, or qualified.
        A statement of what will be done, and
        by whom, is all that is needed. A
        description of how this will be done
        should be provided in the QAPP
        "Validation and Verification Methods,"
        Element #15.
                                           EPA provides annual water quality training opportunities.

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ELEMENT #14-
Data Review, Validation, & Verification Requirements
    It is the responsibility  of the Water Quality
Specialist to evaluate raw data generated by the tribal
or contract laboratory for appropriate numeric.reduc-
tion, data quality, and accuracy.  All data will be
reviewed and reported in units specified at the detec-
tion level of the analytical methods used.
    To reduce data point loss, data that are reported
as "less than" detection level will be incorporated at a
value of  1 /2 the detection  level.
    Once data are generated, they will be compiled in
a database file.   During this data, transfer, the infor-
                 mation will be reviewed and verified
                 in accordance with the data quality
                  objectives. Data generated in the" -
                  laboratory will be validated by per-
                  formance checks such as duplicate
                  sample analysis, linear regression
                   curve fitting for standards, spike
                   recovery, inter-laboratory sample
                    exchange,  and unknown sample
                    analysis reports.
                           Data units will be system-
                     atically reported  in milligrams
                      per liter (mg/1), unless other-
                      wise noted, for all parameters
except pH and conductivity. .Scientific notation will be
used, and significant figures will correlate with detec-
tion levels.. Both graphing and narrative conclusions
will be used to describe the water quality results and
trend variations.

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     VALIDATION AND VERIFICATION METHODS
     This section describes the process used for validating and.verifying data. It
should describe how errors, if detected, will be corrected, and how the analysis of
quality control data, detection limits, instrument calibrations, and special condi-
tions will be performed.
            ELEMENT #15 -Validation & Verification Methods
                The Water Quality Specialist will be responsible for
            receiving the data sheets and field/laboratory note-
            books, checking for errors in identification numbers,
            decimal placement, dates, times, units reported, and
            comments.  Personnel collecting data will be contacted
            immediately if there are data gaps or if scheduled
            sampling times were missed. The Water Quality Spe-
            cialist will make every attempt to screen inaccurate
            data before they are entered in the database by ana-
            lyzing all quality control data, including chain of cus-
            tody,  spikes, replicates, sample holding times, blanks,
            equipment calibrations, and sampling conditions.
                Quality control sample results will be evaluated
            individually by performing appropriate; mathematical
            analysis for precision  or accuracy for each sample.
                Only the Water Quality Specialist and Water Quality
            Technician will be allowed to access project data and
            submit reports to data users.  All data will be accom-
            panied by QA/QC information.
                Data will be printed out in lists  and graphs, with
            lists checked against original data sheets. The Water
           • Quality Technician will be responsible for correcting
            data entry errors.  A second examination will verify
            that corrections are completed. Inaccurate data will be
            discarded, and data anomalies will be evaluated on a
            case-by-case basis.

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                             RECONCILIATION WITH DATA QUALITY
                             OBJECTIVES (DQOs)
                        This activity is conducted once the data results are compiled co determine whether
                        che data collected for the project really meet the objectives of the project. If the data
                        quality objectives have not been, met, the problem can be addressed either by cor-
                        recting errors in the system, or by adjusting the objectives.  To meet this require-
                        ment, simply describe the process that the program, will use to evaluate whether the
                        DQOs have been met.
                                      ELEMENT #16-
                                      Reconciliation with Data Quality Objectives
                                      (DQOs)
                                          Established DQOs will be compared with the
                                      results of all QA/QC samples. Data that do not
                                      meet DQOs will be discarded from the  analysis
                                      and not re-sampled.  Completeness, accuracy,
                                      precision, representativeness, and comparabili-
                                      ty will be evaluated by the Water Quality
                                      Specialist.
                                                                 The 16 elements described here are
                                                              those that must be covered in a tribal
                                                              QAPP. Any of the additional nine
                                                              elei   'ts may also be covered, as a tribe
                                                              wishes.  EPA staff is available to assist
                                                              tribes throughout the development of
                                                              the QAPP,  Project specific changes
                                                              should be made annually to the moni-
                                                              toring program described in your grant
                                                              workplan. Changes in your QAPP
                                                              musr be sent to EPA for approval.
• Make a checklist of all the equipment you will need to take into the field. Check it.as
you pack your vehicle. Always remember spare equipment parts.

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         HELPFUL RESOURCES
                     GLOSSARY
•-,      •   '     "   '                 .''   "'  '     •  '-      -     '    •"-.        '  '    :  •
_   .           .     Abatement:  The reduction of water pollution sources.
•       . '            "           '       . .'      '                 '             '            .  '
•                   Accuracy: The closeness of a measured value to the true value.

I                   Aliquot:  A fraction  of a sample prepared for the analysis of particular constituents,
_                   sent in a separate container to the analytical laboratory.

•                   Analytical Laboratory: A laboratory under contract with a tribe or state to analyze
                    .water samples collected from the field.

_ '                  Analytical Laboratory Duplicates: Aliquots from a sample that is split in the ana-
  -                   lytical laboratory. The aliquots are analyzed in the same batch.

                     Anion: A negatively-charged ion.

_                  -Assessment: An evaluation of sources,of water pollution, describing the nature,
                     extent, and effect of pollution.

• -  "-•'.'  '" '    '   -    '     -   •'  ••  '   '  ;   '           .           '    .             .   ,'
                     ASTM Type I. Reagent-Grade Water:  Deionized water which meets American
m                   Society for Testing and Materials specifications for Type 1 reagent-grade water, that
M                   has a measured conductance of less than 1 S/cm at 25° C.

|-                  Bias:  The systematic difference between a measured value and a true value.

•        .           Blank Sample:  A sample of ASTM Type I reagent-grade water analyzed as a
«                   quality control sample.

£                   Calibration  Blank: .A solution used in standardizing or checking the calibration of
                     analytical instruments; also used to determine instrument detection limits.

m    -               Cation: A positively-charged ion.                                   ..

2 •                  Comparability: A measure of data that expresses the confidence with which one
                     datii set can be compared to another.
K              '         ''•.--.                '       •              •'•__'
K                   Completeness:  A measure of the number of samples intended to be taken com-
                     pared to the  number of samples actually taken, expressed as a percentage..
•    -'       •'       '       -  '••'•     ;                                         '    '
                     Conductance: A measure of the electrical conductance or total ionic strength of a
•            .'  ' •'    water-sample expressed as S/cm at  25° C.

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 Confidence Interval (95%):  A sec of possible values within which the true value
 will lie within a probable chance of 95%.

 Constituent: A component which is part of a whole. For example, zinc may be
 one constituent of a water sample that has many types of heavy metals in it.

 Database:  Computerized results of a survey, which include the Taw, verified, vali-
 dated and final data sets as well as back-up and historical data sets.

 Data Quality Objectives:  Qualitative and quantitative specifications used to
.design a study that will limit uncertainty' to an acceptable level.

 Detection Limit: The lowest concentration or amount of the component of inter-
 est that can be determined by a single measurement at a stated confidence level.

 Field Audit Samples: -A standardized water sample submitted to a field laboratory
 to check overall performance in sample analysis by.field and analytical laboratories.

 Field Replicate Sample: An additional sample collected at the same location.
 immediately after the first sample.  It  is possible to have  more than two replicate
 samples.

 Holding Time: The time during which a sample is collected,  preserved, and
 analyzed.

 Matrix:  The physical and chemical composition of a sample being analyzed.

 Parameter: A quantity whose value varies, used interchangeably with "constituent."

 Percent  Recovery: The amount of constituent recovered from a known added
 concentration.

 pH: The negative logarithm of the hydrogen-ion activity.  The pH scale, runs from
 1 (most acidic) to 14 (most alkaline or basic); the difference of 1 pH unit indicates a
 •10-fold change in hydrogen-ion activity.

 Precision:  A measurement of the closeness of data values to one another.

 Quality Assurance: A set of operating principles and procedures used to effectively
 collect environmental data and determine how believable or reliable they are.

 Qualiry Control: The set of steps taken during sample,  collection and analysis to
 ensure that  the data quality meets the minimum standards established by a Quality
 Assurance Project Plan.

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Reagent:  A substance added to water to determine the concentration of a specific
analyte.    .       ..                               .        .    .

Remediation: The act of correcting a problem; returning a situation :o its proper
condition.

Representativeness: A measure of data quality; the degree to which sample data
accurately and precisely reflect the characteristics of a population.

Sanaple: An environmental substance (e.g. water, air, soil) that is measured for
specific parameters.

Sample ID: The numeric identifier given to each sample and quality control
sample.            •   -

Spike:  A known concentration of an analyte introduced into a sample or aliquot.

Standard Deviation: The square root of the variance of a given statistic,  used in
determining the error of sampling.

Systematic Error:. A consistent deviation  from an expected or known value in the
results of sampling and/or analytical processes. Such an error commonly results  in
biased estimations.

Turbidity: A measure of light scattering by suspended particles in an unfiltered
water sample.

Validation: Process by which data are evaluated  for quality with reference to
the intended data uses; includes evaluation of the potential for error after c
verification.

Verification: Process of ascertaining the quality of the data in accordance with the
minimum standards established by the  Quality Assurance Project Plan.

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LIST OF ACRONYMS





CFR         Code of Federal Register





COC        Chain of Custody





CWA        Clean Water Act





DQO        Data Quality Objective





EPA ..       Environmental Protection Agency





QA          Quality Assurance





QAPP       Quality Assurance Project Plan





QA/QC      Quality Assurance/Quality Control





QC          Quality Control





SOP         Standard Operating Procedure

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         REFERENCES

         For information about how to obtain the references listed below, or if you have
         questions about further references, contact:  Tribal Water,Quality Coordinator, EPA
         Region 8, 999 18th Street, Suite 500, Denver, CO 80202; (303) 293-1570 or
         (800)227-8917.  .                                •     '                .     .
—       EPA Requirements for Quality Assurance Project Plans (QAPP) for Environmental
•            Data Operations.  EPA/QA/R-5,  U.S. Environmental Protection Agency, Office
2          of Water, Washington, DC.                       .            •••.:'.'•'

B   -  .  Handbook of Methods for Acid Deposition Studies. Laboratory Analysis for
_t.       • 'Surface Water Chemistry,  1987.  EPA 600/4-87/026. U.S. Environmental
            Protection Agency, Acid Deposition and Atmospheric Research Division, Office
ft          of Acid Deposition, Environmental Monitoring and Quality Assurance, Office
            of Research and Development, Washington, DC.

__.  '     Handbook of Methods for Acid Deposition Studies, Field Operations for Surface
 •          ' Water Chemistry.  1989. EPA 600/4-89/020. U.S. Environmental Protection
g         Agency, Acid Deposition and Atmospheric Research Division, Office of Acid
            Deposition, Environmental Monitoring and Quality Assurance, Office of
B          Research and Development, Washington,  DC.

         Monitoring Guidelines to Evaluate Effects of Forestry Activities- on Streams in the
g          Pacific Northwest and Alaska,  1991.  EPA  910/9-91-001. U.S.  Environmental
            Protection Agency, Region 10, NPS Section, Seattle, WA.
B   ':  -     .  '.   -    .';  ;   '  •       .   .  "   '     .  .   '    •_     . .      ;.   -.
__,       Rapid Bioassessment Protocols far Use in Streams, and Rivers.  Benthic Macro-
™"          invertebrates and Fish'.  1989.  EPA-444/4-89-Q01.  U.S. Environmental
K          Protection Agency, Office of Water, Washington, DC.                 .

B       Standard Methods for the Examination of Water and Wastewater,  17th Edition,
—,          1989. American Public Health Association, American Water Works Association
            and Water Pollution Control Federation, Washington, DC.

*         -        '  '  :  '        -  -.    .-'•,'     •  ":         -,".      .  :    '"    '
         Standard Operating Procedures for Field Samples. 1988. U.S. Environmental
B          Protection Agency, Region 8r Environmental Services Division', Denver, CO,

B              -    '•'-'.       '.-'.'          '    '' -
         Water Management Solutions - a Guide-for Indian Tribes.  1993. U.S. Environmental
Kj          Protection Agency, Region 8, Denver, CO.               -            ,

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This guide has been reviewed by EPA and approved for publication.  Mention
of trade names or commercial products does not constitute endorsement or rec-
ommendation for use.

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          45-EPA
EPA REGION 8 WATER MANAGEMENT DIVIStON
       WATER QUALITY BRANCH
      999 18TH STREET, SUITE 5OO
    DENVER;COLORADO 8020^-2405

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