[Code of Federal Regulations]
[Title 40, Volume 5]
[Revised as of July 1, 2003]
From the U.S. Government Printing Office via GPO Access
[CITE: 40CFR53.4]

[Page 9-11]
 
                   TITLE 40--PROTECTION OF ENVIRONMENT
 
         CHAPTER I--ENVIRONMENTAL PROTECTION AGENCY (CONTINUED)
 
PART 53--AMBIENT AIR MONITORING REFERENCE AND EQUIVALENT METHODS--Table of Contents
 
                      Subpart A--General Provisions
 
Sec. 53.4   Applications for reference or equivalent method determinations.

    (a) Applications for reference or equivalent method determinations 
shall be submitted in duplicate to: Director, National Exposure Research 
Laboratory, Department E (MD-77B), U.S. Environmental Protection Agency, 
Research Triangle Park, North Carolina 27711.
    (b) Each application shall be signed by an authorized representative 
of the applicant, shall be marked in accordance with Sec. 53.15 (if 
applicable), and shall contain the following:
    (1) A clear identification of the candidate method, which will 
distinguish it from all other methods such that the method may be 
referred to unambiguously. This identification must consist of a unique 
series of descriptors such as title, identification number, analyte, 
measurement principle, manufacturer, brand, model, etc., as necessary to 
distinguish the method from all other methods or method variations, both 
within and outside the applicant's organization.
    (2) A detailed description of the candidate method, including but 
not limited to the following: The measurement principle, manufacturer, 
name, model number and other forms of identification, a list of the 
significant components, schematic diagrams, design drawings, and a 
detailed description of the apparatus and measurement procedures. 
Drawings and descriptions pertaining to candidate methods or samplers 
for PM2.5 must meet all applicable requirements in reference 
1 of appendix A of this subpart, using appropriate graphical, 
nomenclature, and mathematical conventions such as those specified in 
references 3 and 4 of appendix A of this subpart.
    (3) A copy of a comprehensive operation or instruction manual 
providing a complete and detailed description of the operational, 
maintenance, and calibration procedures prescribed for field use of the 
candidate method and all instruments utilized as part of that method 
(under Sec. 53.9(a)).
    (i) As a minimum this manual shall include:
    (A) Description of the method and associated instruments.
    (B) Explanation of all indicators, information displays, and 
controls.
    (C) Complete setup and installation instructions, including any 
additional materials or supplies required.
    (D) Details of all initial or startup checks or acceptance tests and 
any auxiliary equipment required.
    (E) Complete operational instructions.
    (F) Calibration procedures and required calibration equipment and 
standards.
    (G) Instructions for verification of correct or proper operation.
    (H) Trouble-shooting guidance and suggested corrective actions for 
abnormal operation.
    (I) Required or recommended routine, periodic, and preventative 
maintenance and maintenance schedules.
    (J) Any calculations required to derive final concentration 
measurements.
    (K) Appropriate references to appendix L of part 50 of this chapter; 
reference 6 of appendix A of this subpart; and any other pertinent 
guidelines.
    (ii) The manual shall also include adequate warning of potential 
safety hazards that may result from normal use and/or malfunction of the 
method and a description of necessary safety precautions. (See 
Sec. 53.9(b).) However, the previous requirement shall not be 
interpreted to constitute or imply any warranty of safety of the method 
by

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EPA. For samplers and automated methods, the manual shall include a 
clear description of all procedures pertaining to installation, 
operation, preventive maintenance, and troubleshooting and shall also 
include parts identification diagrams. The manual may be used to satisfy 
the requirements of paragraphs (b)(1) and (b)(2) of this section to the 
extent that it includes information necessary to meet those 
requirements.
    (4) A statement that the candidate method has been tested in 
accordance with the procedures described in subparts B, C, D, E, and/or 
F of this part, as applicable.
    (5) Descriptions of test facilities and test configurations, test 
data, records, calculations, and test results as specified in subparts 
B, C, D, E, and/or F of this part, as applicable. Data must be 
sufficiently detailed to meet appropriate principles described in 
paragraphs 4 through 6 of reference 2 of appendix A of this subpart, 
part b, sections 3.3.1 (paragraph 1) and 3.5.1 (paragraphs 2 and 3) and 
in paragraphs 1 through 3 of reference 5 (section 4.8, Records) of 
appendix A of this subpart. Salient requirements from these references 
include the following:
    (i) The applicant shall maintain and include records of all relevant 
measuring equipment, including the make, type, and serial number or 
other identification, and most recent calibration with identification of 
the measurement standard or standards used and their National Institute 
of Standards and Technology (NIST) traceability. These records shall 
demonstrate the measurement capability of each item of measuring 
equipment used for the application and include a description and 
justification (if needed) of the measurement setup or configuration in 
which it was used for the tests. The calibration results shall be 
recorded and identified in sufficient detail so that the traceability of 
all measurements can be determined and any measurement could be 
reproduced under conditions close to the original conditions, if 
necessary, to resolve any anomalies.
    (ii) Test data shall be collected according to the standards of good 
practice and by qualified personnel. Test anomalies or irregularities 
shall be documented and explained or justified. The impact and 
significance of the deviation on test results and conclusions shall be 
determined. Data collected shall correspond directly to the specified 
test requirement and be labeled and identified clearly so that results 
can be verified and evaluated against the test requirement. Calculations 
or data manipulations must be explained in detail so that they can be 
verified.
    (6) A statement that the method, analyzer, or sampler tested in 
accordance with this part is representative of the candidate method 
described in the application.
    (c) For candidate automated methods and candidate manual methods for 
PM10 and PM2.5, the application shall also contain 
the following:
    (1) A detailed description of the quality system that will be 
utilized, if the candidate method is designated as a reference or 
equivalent method, to ensure that all analyzers or samplers offered for 
sale under that designation will have essentially the same performance 
characteristics as the analyzer(s) or samplers tested in accordance with 
this part. In addition, the quality system requirements for candidate 
methods for PM2.5 must be described in sufficient detail, 
based on the elements described in section 4 of reference 1 (Quality 
System Requirements) of appendix A of this subpart. Further 
clarification is provided in the following sections of reference 2 of 
appendix A of this subpart: part A (Management Systems), sections 2.2 
(Quality System and Description), 2.3 (Personnel Qualification and 
Training), 2.4 (Procurement of Items and Services), 2.5 (Documents and 
Records), and 2.7 (Planning); part B (Collection and Evaluation of 
Environmental Data), sections 3.1 (Planning and Scoping), 3.2 (Design of 
Data Collection Operations), and 3.5 (Assessment and Verification of 
Data Usability); and part C (Operation of Environmental Technology), 
sections 4.1 (Planning), 4.2 (Design of Systems), and 4.4 (Operation of 
Systems).
    (2) A description of the durability characteristics of such 
analyzers or samplers (see Sec. 53.9(c)). For methods for 
PM2.5, the warranty program must ensure that the required 
specifications (see table A-1 of this subpart) will be

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met throughout the warranty period and that the applicant accepts 
responsibility and liability for ensuring this conformance or for 
resolving any nonconformities, including all necessary components of the 
system, regardless of the original manufacturer. The warranty program 
must be described in sufficient detail to meet appropriate provisions of 
the ANSI/ASQC and ISO 9001 standards (references 1 and 2 in appendix A 
of this subpart) for controlling conformance and resolving 
nonconformance, particularly sections 4.12, 4.13, and 4.14 of reference 
1 in appendix A of this subpart.
    (i) Section 4.12 in appendix A of this subpart requires the 
manufacturer to establish and maintain a system of procedures for 
identifying and maintaining the identification of inspection and test 
status throughout all phases of manufacturing to ensure that only 
instruments that have passed the required inspections and tests are 
released for sale.
    (ii) Section 4.13 in appendix A of this subpart requires documented 
procedures for control of nonconforming product, including review and 
acceptable alternatives for disposition; section 4.14 in appendix A of 
this subpart requires documented procedures for implementing corrective 
(4.14.2) and preventive (4.14.3) action to eliminate the causes of 
actual or potential nonconformities. In particular, section 4.14.3 
requires that potential causes of nonconformities be eliminated by using 
information such as service reports and customer complaints to eliminate 
potential causes of nonconformities.
    (d) For candidate reference or equivalent methods for 
PM2.5, the applicant shall provide to EPA for test purposes 
one sampler or analyzer that is representative of the sampler or 
analyzer associated with the candidate method. The sampler or analyzer 
shall be shipped FOB destination to Department E, (MD-77B), U.S. EPA, 79 
T.W. Alexander Drive, Research Triangle Park, NC 27711, scheduled to 
arrive concurrent with or within 30 days of the arrival of the other 
application materials. This analyzer or sampler may be subjected to 
various tests that EPA determines to be necessary or appropriate under 
Sec. 53.5(f), and such tests may include special tests not described in 
this part. If the instrument submitted under this paragraph 
malfunctions, becomes inoperative, or fails to perform as represented in 
the application before the necessary EPA testing is completed, the 
applicant shall be afforded an opportunity to repair or replace the 
device at no cost to EPA. Upon completion of EPA testing, the analyzer 
or sampler submitted under this paragraph shall be repacked by EPA for 
return shipment to the applicant, using the same packing materials used 
for shipping the instrument to EPA unless alternative packing is 
provided by the applicant. Arrangements for, and the cost of, return 
shipment shall be the responsibility of the applicant. EPA does not 
warrant or assume any liability for the condition of the analyzer or 
sampler upon return to the applicant.