6/29/10 Opportunity for Stakeholder Input on Criteria for Selecting Case Studies for Consideration in EPA's Hydraulic Fracturing Research Study Hydraulic fracturing (HF) is a process used to increase the volume of natural gas that can be recovered from sources such as coalbeds, tight sands, and shale formations. HF is also used for other applications including oil recovery. During HF, fracturing fluids are injected into wells under high pressure to generate fractures in geologic formations. Fracturing fluids consist primarily of water and additives that serve a variety of purposes ~ increasing fluid viscosity, inhibiting corrosion, and limiting bacterial growth to name a few. In addition, proppants, often sand, are added to keep the fractures open after the pressure is released. The sources of water used during HF activities include surface water and ground water. Over the past few years, several key technical, economic, and energy policy developments have spurred the use of HF for gas extraction over a wide diversity of geographic regions and geologic formations. Along with the expansion of HF, there have been increasing concerns about its potential impacts on drinking water resources, public health, and the environment in the vicinity of these activities. EPA is developing a research study to examine the potential relationships between HF and drinking water. A key goal of the EPA study is to generate data and information that can be used to assess risks and ultimately to inform decisions. EPA has proposed four key approaches to obtain data and information to address research questions: • Compile and analyze background data and information • Characterize of chemical constituents relevant to hydraulic fracturing Conduct case studies and computational modeling Identify and evaluate technological solutions for risk mitigation and decision support The purpose of this document is to background information on the role of case studies in EPA's HF study and to introduce a proposed process to identify, nominate, and select case studies. A critical step is to develop an objective method for selecting and prioritizing sites. EPA is seeking stakeholder input on the proposed criteria for selecting case study locations and appropriate research questions to be answered using case studies. Stakeholder Input In an effort to enlist stakeholder advice for its the study design, EPA requests input on the proposed criteria that may be used to determine case study locations. EPA asks that stakeholders consider the following questions while reading the remainder of this document: • Are the proposed selection and prioritization criteria appropriate? • Would you suggest revised or additional criteria to better identify, screen, and prioritize sites for field investigations and case studies? • Are there other research questions that a case study approach would be uniquely able to address? • Are you aware of potential candidate sites or case studies that would be useful for this study? If so, what are the characteristics that would make the candidates appropriate for this study on the relationship between HF and drinking water resources? Please provide additional supporting information. Stakeholders may submit comment to EPA on the proposed case study criteria by providing a verbal or written comment during the public information meetings held during July through August 2010; emailing comments to hydraulic . fracturing@epa. gov: or mailing written comments to Jill Dean, 1200 Pennsylvania Ave. NW, Mail code 4606M, Washington, DC 20460. ------- 6/29/10 Role of Case Studies in the HF Research Study Case studies are widely used to conduct in-depth investigations of complex topics and, therefore, can provide a systematic framework to investigate the interplay of the various factors that are relevant to HF. The scope of case studies can range from local or regional data collection and analysis at existing sites to extensive investigations on new or planned HF sites in collaboration with industry or other partners. Developing a national perspective on HF is complex due to geographical variations in water resources, geologic formations, and hydrology. In addition, the stressors on water resources vary over the lifecycle of hydraulic fracturing. Ideally, the types of data and information that are collected through case studies should provide enough detail to determine the extent to which conclusions can be generalized at local, regional, and national scales. Case studies, together with other elements of the research program, can be used to help determine: • if drinking water resources are impacted by HF, • the extent and possible causes of any impacts, and • what can be done to avoid or mitigate impacts. Conducting case studies can provide a forum for stakeholders to interact and exchange information and data. Case studies may also provide data and model inputs on the fate and transport of fluids and contaminants that may vary in different regions and geologic settings. In addition, case studies may inform the development of best management practices for environmental protection. The starting point for developing case studies is to define specific research questions that can be addressed by case studies. An initial set of research questions proposed by EPA includes: 1. What sampling strategies and analytical methods are available and appropriate to identify potential impacts on sources of drinking water, water supply wells, and receiving streams? 2. Are there vulnerable hydrogeologic settings where HF may impact the quality and availability of water supplies? 3. How does the proximity of HF to abandoned and/or poorly constructed wells, faults, and fractures affect impacts on drinking water resources and human health? 4. Is there evidence that pressurized methane or other gases, HF fluids, radionuclides, or other HF-associated contaminants can migrate into underground sources of drinking water (USDW)? Under what conditions do these processes occur? Context for Case Studies The success of case studies depends on clear definition of specific goals coupled with robust criteria for the nomination and selection of cases. A summary of field-based activities relevant to key components of the HF lifecycle is shown in Table 1 along with potential site selection criteria. It is anticipated that the each case study will have multiple components and the nominated sites are likely to fall into three categories: • Sites where HF is being planned • Sites where HF is in progress • Sites where HF has already been completed Because of the resource and time constraints associated with EPA's study, it is only feasible to conduct a limited number of case studies. Therefore, criteria to identify, and select case studies are important, given the inherent complexities associated with the diverse regional, geological, and community settings under which HF takes place. ------- 6/29/10 Data and Information Sought to Inform Design of Field Investigations and Case Studies For candidate sites, efforts will be made to compile and review available data and identify gaps that need to be addressed during initial site investigations. In addition, EPA may map and classify candidate sites based on variations in geologic settings and infrastructure components to further prioritize the field investigations. Examples of useful data include: • Depths of all existing well(s) • Well completion details (production and nearby wells) • Well logs (production well, other nearby wells) • Cumulative production data • Cumulative injection data, including for stimulation • Data on surface infrastructure, such as pits, evaporation ponds, lagoons, etc. • Local geologic information including shallow ground water information • Ground water monitoring data • Cement bond log • Geologic descriptions, cross sections • Monitoring data (types of samples collected, parameters monitored, etc.) Proposed Criteria to Prioritize Sites for Case Studies EPA seeks advice from stakeholders regarding potential case studies. Stakeholders are invited to provide suggestions and refinements to the prioritization of criteria and information listed in Table 1. Once candidates for case studies are evaluated, EPA will select from among the candidates based on the extent to which the selected case studies are expected to significantly contribute answers to the high priority research questions, geographic and geologic diversity, potential availability of data and access, potential for effective collaboration, and resources required. ------- 6/29/10 Table 1: Overview of field based hydraulic fracturing activities, criteria and information needed for selecting case studies. Hydraulic Field activities to Potential criteria for selecting sites Information needed fracturing determine potential for case studies stage impacts on water resources Siting of production wells, construction, and well development and completion Monitor production well integrity and surface and ground water supplies before, during, and after construction HF of targeted geologic formation Monitor on-site, up-gradient, and down-gradient before, during, and after HF Proximity of other well penetrations including drinking water supplies, abandoned wells, other injection activities Geographic diversity, population density Potential to leverage with other partners (NGOs, industry, states etc.) Proximity to drinking water resources Potential for fluid migration beyond HF zone and into underground source of drinking water (USDW) Potential for biogeochemical mobilization of metals, radionuclides, mineral salts, organic contaminants and gases from gas- bearing formations Potential for surface water withdrawals to affect drinking water and/or impact flow regimes in streams Potential for ground water withdrawal to affect water levels, water quality, and the usability of smaller aquifers for water supplies Intensity and duration of HF activity in a particular geographic location Well logs (geologic strata descriptions), cement bond logs, inventory of abandoned wells nearby Existing studies, investigations Site access Identification of local drinking water supplies Chemical baseline data for production well, nearby drinking water wells, other wells Data on geologic characteristics of HF zone and overlying zones Historical data on surface water flows nearby Historical data on nearby water well levels Identification of HF pads and/or leases in a particular area Management of wastewater and residuals Monitor flowback water, produced water, residuals, storm water, receiving water, wastewater treatment facilities: Potential for runoff to surface water Potential for infiltration of wastewater to underlying USDW from pit storage water Proximity of treatment facilities that accept fracturing wastes Characteristics of wastewater storage systems Relative location of waste water treatment plants and /or underground injection control (UIC) wells ------- |