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Quality System Standard Operating Procedure for Macroinvertebrate Stream Surveys

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Quality System Standard Operating Procedure for Macroinvertebrate Stream Surveys Division of Water Resources Quality System Standard Operating Procedure for MACROINVERTEBRATE STREAM SURVEYS Control Number DWR-PAS-P-01-QSSOP-081117 August 2017 DISCLAIMER: This document is policy only and does not create legal rights or obligations. It is intended to provide division staff guidance on how to apply decisions, procedures and practices pertaining to the internal operation or actions of the division. Decisions affecting the public, including the regulated community, in any particular case will be made applying applicable laws and regulations to the specific facts. Mention of trade names or commercial products does not constitute an endorsement or recommendation for use. i This revision has been reviewed and approved. It becomes effective on August 11, 2017 Document Revision History (Detailed revision recird for each document can be found on pate vii and in Appendix G) Revision Number Date Brief Summary of Change 6 08-11-17 Taxonomic changes, biometric changes, updated field sheets, regional recalibrations, electronic reporting requirements. 5 07-01-2011 Decision making flowcharts, guidelines for headwater streams, updated field sheets, revised field sheets biometric changes, regional recalibrations. 4 October 1, 2006 Taxonomic changes, biometric changes, updated field sheets, regional recalibrations. 3 November 1, 2003 Clarified all protocols, added subsampling requirements. 2 March 1, 2002 First use of regional biocriteria guidelines 1 1996 Incorporated EPA Rapid Bioassessment Protocols. 0 1992 Initial SOP Division of Water Resources QSSOP for Macroinvertebrate Stream Surveys Revision 6: DWR-PAS-011-QSSOP-08117 Effective Date: August 11, 2017 Page i of xiv DIVISION OF WATER RESOURCES QUALITY SYSTEMS STANDARD OPERATING PROCEDURES FOR MACROINVERTEBRATE STREAM SURVEYS TABLE OF CONTENTS DOCUMENT ADMINISTRATION PAGE Title and Approval Page…..…………………………...………………………………… v Concurrences and Reviews…………………………………………………………….. vi Revisions and Annual Review Procedure………………………………………………... vii Notice of Revisions Record 2017………………………………………………………… vii Evaluation Procedure…………………………………………………………………….. xi QSSOP Document Distribution List…..…………………………………………………. xii Preface…………………………………………………………………………………… xv I. PROCEDURES I.A. SCOPE, APPLICABILITY AND REGULATORY REQUIREMENTS………… I.A-1 I.B. METHOD SUMMARY…………………………………………………………... I.B-1 Macroinvertebrate Survey Quick Field Reference…………………………. I.B-2 I.C DEFINITIONS AND ACRONYMS…………………………………………… I.C-1 I.D HEALTH AND SAFETY WARNINGS…………………………………………. I.D-1 I.E CAUTIONS………………………………………………………………………. I.E-1 I.F INTERFERENCES………………………………………………………………. I.F-1 I.G PERSONNEL QUALIFICATIONS…………………………………………….... I.G-1 I.H EQUIPMENT AND SUPPLIES…………………………………………………. I.H-1 I.I PROCEDURES Protocol A – Selection of Survey Type and Station Location……………………. I.I-A-1 Protocol B – Assigning Station ID.………………………………………………. I.I-B-1 Protocol C – Field Parameters……………………………………………………. I.I-C-1 Protocol D – Habitat Assessment………………………………………………… I.I-D-1 D-1: Moderate to High Gradient Habitat Assessment Field Sheet…………… I.I-D-5 D-2: Low Gradient Habitat Assessment Field Sheet…………………………. I.I-D-24 Protocol E –Stream Survey Field Sheet………………………….......................... I.I-E-1 Protocol F – Biorecon (Reconnaissance/Screening)……………………………… I.I-F-1 Protocol G – Field Collection Techniques for Semi-Quantitative Single Habitat Sample (SQSH)…………………………………………………….. I.I-G-1 a. Semi-Quantitative Riffle Kick (SQKICK)…………………………………. I.I-G-2 b. Modified SQKICK (small and/or shallow streams)……………………….. I.I-G-4 c. Semi-Quantitative Bank Sample (SQBANK)…………………………….. I.I-G-5 i Division of Water Resources QSSOP for Macroinvertebrate Stream Surveys Revision 6: DWR-PAS-011-QSSOP-08117 Effective Date: August 11, 2017 Page ii of xiv Protocol H – Sample Logging and Lab Transport………………………………... I.I-H-1 Protocol I – Subsampling Procedures for Semi-Quantitative I.I-I-1 Samples…………… Protocol J – Taxonomy of Semi-Quantitative Samples…………………………... I.I-J-1 Protocol K – Data Reduction of Semi-Quantitative Samples…………………….. I.I-K-1 Protocol L – Report Preparation………………………………………………….. I.I-L-1 Protocol M – Reference Stream Selection………………………………………... I.I-M-1 I.J DATA AND RECORDS MANAGEMENT……………………………………... I.J-1 II. QUALITY ASSURANCE/QUALITY CONTROL A – General QC Practices………………………………………………………… II -1 B – Field Quality Control – Habitat Assessment and Biological Sampling Methodology……………………………………………………………….. II-1 C – QC Log………………………………………………………………………. II-3 D. – Sorting Efficiency (Semi-Quantitative Samples Only)……………………… II-5 E – Taxonomic Verification…………………………………………………….... II-6 F – Voucher Collections………………………………………………………….. II-7 G – Reference Collections………………………………………………………... II-7 H – Data Reduction QC…………………………………………………………... II-9 III. REFERENCES III-1 LIST OF TABLES Table 1: Water Quality Probe Minimum Specifications…………………………. I.I-C-1 Table 2: Habitat Assessment Guidelines…………………………………………. I.I-D-43 Table 3: Stream Survey Activity Types…………………………………………… I.I-E-4 Table 4a: Scoring Guidance for Family Level Biorecons > 2.5 sq mile…………... I.I-F-11 Table 4b: Scoring Guidance for Family Level Biorecons < 2.5 sq mile…………... I.I-F-12 Table 5a: Scoring Guidance for Genus Level Biorecons > 2.5 sq mile …………… I.I-F-13 Table 5b: Scoring Guidance for Genus Level Biorecons < 2.5 sq mile…………… I.I-F-14 LIST OF FIGURES Figure 1: Biological Sample Decision Making Chart for Ecoregion Reference Sites…………………………………………………………………..…. I.I-1-4 Figure 2: Biological Sample Decision Making Chart for NPDES, Enforcement, Nutrient, BMP, ARAP, and potential ETW Sites…………………….…. I.I-A-4 Figure 3: Biological Sample Decision Making Chart for 303(d) Listed Sites……………………………………………………………………… I.I-A-5 Figure 4: Biological Sample Decision Making Chart for Watershed Sites……….. I.I-A-6 Figure 5: Start of River Mile for Measuring Creeks within Embayment Areas…… I.I-B-2 Division of Water Resources QSSOP for Macroinvertebrate Stream Surveys Revision 6: DWR-PAS-011-QSSOP-08117 Effective Date: August 11, 2017 Page iii of xiv Figure 6: Naming Scheme for Stations Located on Unnamed Tributaries to Unnamed Tributaries……………………………………………………... I.I-B-5 Figure 7: Meter Calibration Log…………………………….……………………... I.I-C-2 Figure 8: Spherical Densiometer………………………………………………..….. I.I-E-6 Figure 9: Example of Internal Ttag………………………………………………… I.I-F-7 Figure 10: External Tag…….……………………………………………………… I.I-F-7 Figure 11: Example of Internal Tag after Sample Identification………………..… I.I-F-8 Figure 12: Example of external tag information (on sample lid) .…………………. I.I-G-4 Figure 13: Macroinvertebrate Sample Collection and Birecon ID Log (EFO)…...... I.I-H-3 Figure 14: Macroinvertebrate Sample ID Log (Lab)……………..………………... I.I-H-3 Figure 15: Example of Macroinvertebrate QC Log……………….……………..… II-4 APPENDIX A: ECOREGION REFERENCE INFORMATION ……………….. A-1 Biocriteria Tables ………………………………………………………………. A-2 Ecoregion Reference Streams…..………………………………………………. A-24 Headwater Ecoregion Reference Streams ………………………………… A-28 Regional Expectations for Individual Habitat Parameters >2.5 sq miles Drainage……………………………………………………………….. A-33 Regional Expectations for Individual Habitat Parameters >2.5 sq miles Drainage……………………………………………………………… A-35 APPENDIX B: FORMS, FIELD SHEETS AND REPORTS…………………..... B-1 Record of Biologist Credentials for Macroinverteberate Surveys and/or Taxonomy……………………………………………………………… B-2 New Station e-Form…………………………………………………………….. B-3 Sampling Event e-Form………………………………………………………… B-3 Field Parameter e-Form………………………………………………………… B-4 Habitat Assessment Field Sheet – Moderate to High Gradient Streams……….. B-5 Habitat Assessment Field Sheet – Low Gradient Streams…………………….... B-7 Headers for Habitat Electronic Report Submittal………………………………. B-9 Stream Survey Information …………………………………………………….. B-10 Headers for Stream Survey Electronic Report Submittal………………………. B-12 Biorecon Field Sheet…………………………………………………………… B-13 Macroinvertebrate Taxa Reporting Format…………………………………….. B-14 Biorecon Metric Reporting Format……………………………………………... B-14 SQSH Metric Reporting Format………………………………………………... B-14 TDH Biological Analysis Request Form (including Chain of Custody)……….. B-15 APPENDIX C: BIOMETRIC INFORMATION………………………………… C-1 Intolerant Macroinvertebrate Families for Biorecons………………………….. C-2 Tennessee Taxa List 2017 ……………………………………………………... C-3 APPENDIX D: TAXONOMIC INFORMATION……………………………… D-1 Genus Level Taxonomic Keys………………………………………………….. D-2 Criteria for Taxonomic Experts………………………………………………… D-7 Division of Water Resources QSSOP for Macroinvertebrate Stream Surveys Revision 6: DWR-PAS-011-QSSOP-08117 Effective Date: August 11, 2017 Page iv of xiv Taxonomic Specialists for Reference Verifications……………………………. D-8 APPENDIX E: SUPPLEMENTARY INFORMATION………………………… E-1 Project Names and IDs…………………………………………………………. E-2 Organizations…………………………………………………………………… E-3 County Abbreviations and Code Numbers……………………………………... E-5 Exotic Plants in Tennessee……………………………………………………… E-7 APPENDIX F: SOUTHEAST MONITORING NETWORK (SEMN)………….. F-1 SEMN Site list and Monitoring Responsibility………………………………… F-2 Monitoring Protocols…………………………………………………………… F-3 Sampling Frequency …………………………………………………………… F-3 SEMN Sampling………………………………………………………………... F-4 Macroinvertebrate Sample Analysis……………………………………………. F-7 Data Management……………………………………………………………… F-7 TN SEMN Field Sheet…………………………………………………………. F-8 APPENDIX G: NOTICE OF REVISIONS RECORD 2006-11 G-1 Notice of Revisions Record 2006………………………………………………. G-2 Notice of Revisions Record 2011………………………………………………. G-4 Division of Water Resources
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