[Code of Federal Regulations]
[Title 40, Volume 21]
[Revised as of July 1, 2007]
From the U.S. Government Printing Office via GPO Access
[CITE: 40CFR132.6]

[Page 491-545]
 
                   TITLE 40--PROTECTION OF ENVIRONMENT
 
         CHAPTER I--ENVIRONMENTAL PROTECTION AGENCY (CONTINUED)
 
PART 132_WATER QUALITY GUIDANCE FOR THE GREAT
LAKES SYSTEM--Table of Contents
 
Sec.  132.6  Application of part 132 requirements in Great Lakes States and Tribes.

    (a) Effective September 5, 2000, the requirements of Paragraph C.1 
of Procedure 2 in Appendix F of this Part and the requirements of 
paragraph F.2 of Procedure 5 in Appendix F of this Part shall apply to 
discharges within the Great Lakes System in the State of Indiana.
    (b) Effective September 5, 2000, the requirements of Procedure 3 in 
Appendix F of this Part shall apply for purposes of developing total 
maximum daily loads in the Great Lakes System in the State of Illinois.
    (c) Effective September 5, 2000, the requirements of Paragraphs C.1 
and D of Procedure 6 in Appendix F of this Part shall apply to 
discharges within the Great Lakes System in the States of Indiana, 
Michigan and Ohio.
    (d) Effective November 6, 2000, Sec.  132.4(d)(2) shall apply to 
waters designated as ``Class D'' under section 701.9 of Title 6 of the 
New York State Codes, Rules and Regulations within the Great Lakes 
System in the State of New York. For purposes of this paragraph, chronic 
water quality criteria and values for the protection of aquatic life 
adopted or developed pursuant to Sec.  132.4(a) through (c) are the 
criteria and values adopted or developed by New York State Department of 
Environmental Conservation (see section 703.5 of Title 6 of the New York 
State Codes, Rules and Regulations) and approved by EPA under section 
303(c) of the Clean Water Act.
    (e) Effective November 6, 2000, the criteria for mercury contained 
in Table 4 of this part shall apply to waters within the Great Lakes 
System in the State of New York.
    (f) Effective December 6, 2000, the acute and chronic aquatic life 
criteria for copper and nickel in Tables 1 and 2 of this part and the 
chronic aquatic life criterion for endrin in Table 2 of this part shall 
apply to the waters of the Great Lakes System in the State of Wisconsin.
    (g) Effective February 5, 2001, the chronic aquatic life criterion 
for selenium in Table 2 of this part shall apply to the waters of the 
Great Lakes System in the State of Wisconsin.
    (h) Effective December 6, 2000, the requirements of procedure 3 in 
appendix F of this part shall apply for purposes of developing total 
maximum daily loads in the Great Lakes System in the State of Wisconsin.
    (i) Effective December 6, 2000, the requirements of paragraphs D and 
E of procedure 5 in appendix F of this part shall apply to discharges 
within the Great Lakes System in the State of Wisconsin.
    (j) Effective December 6, 2000, the requirements of paragraph D of 
procedure 6 in appendix F of this part shall apply to discharges within 
the Great Lakes System in the State of Wisconsin.

[65 FR 47874, Aug. 4, 2000, as amended at 65 FR 59737, Oct. 6, 2000; 65 
FR 66511, Nov. 6, 2000]

                           Tables to Part 132

Table 1--Acute Water Quality Criteria for Protection of Aquatic Life in 
                              Ambient Water

    EPA recommends that metals criteria be expressed as dissolved 
concentrations (see appendix A, I.A.4 for more information regarding 
metals criteria).
    (a)

------------------------------------------------------------------------
                                                      CMC     Conversion
                    Chemical                      ([micro]g/    factor
                                                      L)         (CF)
------------------------------------------------------------------------
Arsenic (III)...................................   \a,b\          1.000
                                                     339.8
Chromium (VI)...................................   \a,b\          0.982
                                                      16.02
Cyanide.........................................  \c\ 22            n/a
Dieldrin........................................   \d\ 0.24         n/a
Endrin..........................................   \d\ 0.086        n/a
Lindane.........................................   \d\ 0.95         n/a
Mercury (II)....................................   \a,b\           0.85
                                                       1.694
Parathion.......................................   \d\ 0.065        n/a
------------------------------------------------------------------------
\a\ CMC=CMC\tr\.
\b\ CMC\d\=(CMC\tr\) CF. The CMC\d\ shall be rounded to two significant
  digits.
\c\ CMC should be considered free cyanide as CN.
\d\ CMC=CMC\t\.

Notes:
The term ``n/a'' means not applicable.
CMC is Criterion Maximum Concentration.
CMC\tr\ is the CMC expressed as total recoverable.
CMC\d\ is the CMC expressed as a dissolved concentration.
CMC\t\ is the CMC expressed as a total concentration.


[[Page 492]]

    (b)

------------------------------------------------------------------------
                                                              Conversion
               Chemical                     mA         bA       factor
                                                                 (CF)
------------------------------------------------------------------------
Cadmium \a,b\.........................     1.128     -3.6867       0.85
Chromium (III) \a,b\..................     0.819     +3.7256      0.316
Copper \a,b\..........................     0.9422    -1.700       0.960
Nickel \a,b\..........................     0.846     +2.255       0.998
Pentachlorophenol \c\.................     1.005     -4.869         n/a
Zinc \a,b\............................     0.8473    +0.884       0.978
------------------------------------------------------------------------
\a\ CMC\tr\=exp {mA [ln (hardness)]+bA{time} .
\b\ CMC\d\=(CMC\tr\) CF. The CMC\d\ shall be rounded to two significant
  digits.
\c\ CMC\t\=exp mA [pH]+bA{time} . The CMC\t\ shall be rounded
  to two significant digits.

Notes:
The term ``exp'' represents the base e exponential function.
The term ``n/a'' means not applicable.
CMC is Criterion Maximum Concentration.
CMC\tr\ is the CMC expressed as total recoverable.
CMC\d\ is the CMC expressed as a dissolved concentration.
CMC\t\ is the CMC expressed as a total concentration.


[60 FR 15387, Mar. 23, 1995, as amended at 65 FR 35286, June 2, 2000]

 Table 2--Chronic Water Quality Criteria for Protection of Aquatic Life 
                            in Ambient Water

    EPA recommends that metals criteria be expressed as dissolved 
concentrations (see appendix A, I.A.4 for more information regarding 
metals criteria).
    (a)

------------------------------------------------------------------------
                                                     CCC      Conversion
                    Chemical                      ([micro]g/    factor
                                                      L)         (CF)
------------------------------------------------------------------------
Arsenic (III)..................................  \a,b\ 147.9      1.000
Chromium (VI)..................................  \a,b\ 10.98      0.962
Cyanide........................................   \c\ 5.2           n/a
Dieldrin.......................................   \d\ 0.056         n/a
Endrin.........................................   \d\ 0.036         n/a
Mercury (II)...................................   \a,b\            0.85
                                                      0.9081
Parathion......................................   \d\ 0.013         n/a
Selenium.......................................  \a,b\ 5          0.922
------------------------------------------------------------------------
\a\ CCC=CCC\tr\.
\b\ CCC\d\=(CCC\tr\) CF. The CCC\d\ shall be rounded to two significant
  digits.
\c\ CCC should be considered free cyanide as CN.
\d\ CCC=CCC\t\.

Notes:
The term ``n/a'' means not applicable.
CCC is Criterion Continuous Concentration.
CCC\tr\ is the CCC expressed as total recoverable.
CCC\d\ is the CCC expressed as a dissolved concentration.
CCC\t\ is the CCC expressed as a total concentration.

    (b)

------------------------------------------------------------------------
                                                              Conversion
                 Chemical                      mc       bc      factor
                                                                 (CF)
------------------------------------------------------------------------
Cadmium \a,b\.............................   0.7852  -2.715       0.850
Chromium (III) \a,b\......................   0.819   +0.6848      0.860
Copper \a,b\..............................   0.8545  -1.702       0.960
Nickel \a,b\..............................   0.846   +0.0584      0.997
Pentachlorophenol \c\.....................   1.005   -5.134         n/a
Zinc \a,b\................................   0.8473  +0.884       0.986
------------------------------------------------------------------------
\a\ CCC\tr\=exp {mc[ln (hardness)]+bc{time} .
\b\ CCCd=(CCC\tr\) (CF). The CCC\d\ shall be rounded to two significant
  digits.
\c\ CMC\t\=exp {mA[pH]+bA{time} . The CMC\t\ shall be rounded to two
  significant digits.

Notes:
The term ``exp'' represents the base e exponential function.
The term ``n/a'' means not applicable.
CCC is Criterion Continuous Concentration.
CCC\tr\ is the CCC expressed as total recoverable.
CCC\d\ is the CCC expressed as a dissolved concentration.
CCC\t\ is the CCC expressed as a total concentration.


                         Table 3--Water Quality Criteria for Protection of Human Health
----------------------------------------------------------------------------------------------------------------
                                                                       HNV ([micro]g/L)       HCV ([micro]g/L)
                             Chemical                              ---------------------------------------------
                                                                    Drinking  Nondrinking  Drinking  Nondrinking
----------------------------------------------------------------------------------------------------------------
Benzene...........................................................     1.9E1      5.1E2       1.2E1      3.1E2
Chlordane.........................................................    1.4E-3     1.4E-3      2.5E-4     2.5E-4
Chlorobenzene.....................................................     4.7E2      3.2E3
Cyanides..........................................................     6.0E2      4.8E4
DDT...............................................................    2.0E-3     2.0E-3      1.5E-4     1.5E-4
Dieldrin..........................................................    4.1E-4     4.1E-4      6.5E-6     6.5E-6
2,4-Dimethylphenol................................................     4.5E2      8.7E3
2,4-Dinitrophenol.................................................     5.5E1      2.8E3
Hexachlorobenzene.................................................    4.6E-2     4.6E-2      4.5E-4     4.5E-4
Hexachloroethane..................................................       6.0        7.6         5.3        6.7
Lindane...........................................................    4.7E-1     5.0E-1
Mercury \1\.......................................................    1.8E-3     1.8E-3
Methylene chloride................................................     1.6E3      9.0E4       4.7E1      2.6E3
2,3,7,8-TCDD......................................................    6.7E-8     6.7E-8      8.6E-9     8.6E-9
Toluene...........................................................     5.6E3      5.1E4
Toxaphene.........................................................                           6.8E-5     6.8E-5
Trichloroethylene.................................................                            2.9E1      3.7E2
----------------------------------------------------------------------------------------------------------------
\1\ Includes methylmercury.


[60 FR 15387, Mar. 23, 1995, as amended at 62 FR 11731, Mar. 12, 1997; 
62 FR 52924, Oct. 9, 1997]

       Table 4--Water Quality Criteria for Protection of Wildlife
------------------------------------------------------------------------
                  Chemical                      Criteria ([micro]g/L)
------------------------------------------------------------------------
DDT and metabolites........................  1.1E-5
Mercury (including methylmercury)..........  1.3E-3
PCBs (class)...............................  1.2E-4
2,3,7,8-TCDD...............................  3.1E-9
------------------------------------------------------------------------


[60 FR 15387, Mar. 23, 1995, as amended at 62 FR 11731, Mar. 12, 1997]

 Table 5--Pollutants Subject to Federal, State, and Tribal Requirements

    Alkalinity
    Ammonia
    Bacteria
    Biochemical oxygen demand (BOD)
    Chlorine
    Color
    Dissolved oxygen
    Dissolved solids
    pH
    Phosphorus
    Salinity
    Temperature
    Total and suspended solids

[[Page 493]]

    Turbidity

 Table 6--Pollutants of Initial Focus in the Great Lakes Water Quality 
                               Initiative

    A. Pollutants that are bioaccumulative chemicals of concern (BCCs):
    Chlordane
    4,4'-DDD; p,p'-DDD; 4,4'-TDE; p,p'-TDE
    4,4'-DDE; p,p'-DDE
    4,4'-DDT; p,p'-DDT
    Dieldrin
    Hexachlorobenzene
    Hexachlorobutadiene; hexachloro-1, 3-butadiene
    Hexachlorocyclohexanes; BHCs
    alpha-Hexachlorocyclohexane; alpha-BHC
    beta-Hexachlorocyclohexane; beta-BHC
    delta-Hexachlorocyclohexane; delta-BHC
    Lindane; gamma-hexachlorocyclohexane; gamma-BHC
    Mercury
    Mirex
    Octachlorostyrene
    PCBs; polychlorinated biphenyls
    Pentachlorobenzene
    Photomirex
    2,3,7,8-TCDD; dioxin
    1,2,3,4-Tetrachlorobenzene
    1,2,4,5-Tetrachlorobenzene Toxaphene
    B. Pollutants that are not bioaccumulative chemicals of concern:
    Acenaphthene
    Acenaphthylene
    Acrolein; 2-propenal
    Acrylonitrile
    Aldrin
    Aluminum
    Anthracene
    Antimony
    Arsenic
    Asbestos
    1,2-Benzanthracene; benz[a]anthracene
    Benzene
    Benzidine
    Benzo[a]pyrene; 3,4-benzopyrene
    3,4-Benzofluoranthene; benzo[b]fluoranthene
    11,12-Benzofluoranthene; benzo[k]fluoranthene
    1,12-Benzoperylene; benzo[ghi]perylene
    Beryllium
    Bis(2-chloroethoxy) methane
    Bis(2-chloroethyl) ether
    Bis(2-chloroisopropyl) ether
    Bromoform; tribomomethane
    4-Bromophenyl phenyl ether
    Butyl benzyl phthalate
    Cadmium
    Carbon tetrachloride; tetrachloromethane
    Chlorobenzene
    p-Chloro-m-cresol; 4-chloro-3-methylphenol
    Chlorodibromomethane
    Chlorethane
    2-Chloroethyl vinyl ether
    Chloroform; trichloromethane
    2-Chloronaphthalene
    2-Chlorophenol
    4-Chlorophenyl phenyl ether
    Chlorpyrifos
    Chromium
    Chrysene
    Copper
    Cyanide
    2,4-D; 2,4-Dichlorophenoxyacetic acid
    DEHP; di(2-ethylhexyl) phthalate
    Diazinon
    1,2:5,6-Dibenzanthracene; dibenz[a,h]anthracene
    Dibutyl phthalate; di-n-butyl phthalate
    1,2-Dichlorobenzene
    1,3-Dichlorobenzene
    1,4-Dichlorobenzene
    3,3'-Dichlorobenzidine
    Dichlorobromomethane; bromodichloromethane
    1,1-Dichloroethane
    1,2-Dichloroethane
    1,1-Dichloroethylene; vinylidene chloride
    1,2-trans-Dichloroethylene
    2,4-Dichlorophenol
    1,2-Dichloropropane
    1,3-Dichloropropene; 1,3-dichloropropylene
    Diethyl phthalate
    2,4-Dimethylphenol; 2,4-xylenol
    Dimethyl phthalate
    4,6-Dinitro-o-cresol; 2-methyl-4,6-dinitrophenol
    2,4-Dinitrophenol
    2,4-Dinitrotoluene
    2,6-Dinitrotoluene
    Dioctyl phthalate; di-n-octyl phthalate
    1,2-Diphenylhydrazine
    Endosulfan; thiodan
    alpha-Endosulfan
    beta-Endosulfan
    Endosulfan sulfate
    Endrin
    Endrin aldehyde
    Ethylbenzene
    Fluoranthene
    Fluorene; 9H-fluorene
    Fluoride
    Guthion
    Heptachlor
    Heptachlor epoxide
    Hexachlorocyclopentadiene
    Hexachloroethane
    Indeno[1,2,3-cd]pyrene; 2,3-o-phenylene pyrene
    Isophorone
    Lead
    Malathion
    Methoxychlor
    Methyl bromide; bromomethane
    Methyl chloride; chloromethane
    Methylene chloride; dichloromethane
    Napthalene
    Nickel
    Nitrobenzene
    2-Nitrophenol
    4-Nitrophenol
    N-Nitrosodimethylamine
    N-Nitrosodiphenylamine

[[Page 494]]

    N-Nitrosodipropylamine; N-nitrosodi-n-propylamine
    Parathion
    Pentachlorophenol
    Phenanthrene
    Phenol
    Iron
    Pyrene
    Selenium
    Silver
    1,1,2,2-Tetrachloroethane
    Tetrachloroethylene
    Thallium
    Toluene; methylbenzene
    1,2,4-Trichlorobenzene
    1,1,1-Trichloroethane
    1,1,2-Trichloroethane
    Trichloroethylene; trichloroethene
    2,4,6-Trichlorophenol
    Vinyl chloride; chloroethylene; chloroethene
    Zinc

      Appendix A to Part 132--Great Lakes Water Quality Initiative 
    Methodologies for Development of Aquatic Life Criteria and Values

         Methodology for Deriving Aquatic Life Criteria: Tier I

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this appendix.

                             I. Definitions

    A. Material of Concern. When defining the material of concern the 
following should be considered:
    1. Each separate chemical that does not ionize substantially in most 
natural bodies of water should usually be considered a separate 
material, except possibly for structurally similar organic compounds 
that only exist in large quantities as commercial mixtures of the 
various compounds and apparently have similar biological, chemical, 
physical, and toxicological properties.
    2. For chemicals that ionize substantially in most natural bodies of 
water (e.g., some phenols and organic acids, some salts of phenols and 
organic acids, and most inorganic salts and coordination complexes of 
metals and metalloid), all forms that would be in chemical equilibrium 
should usually be considered one material. Each different oxidation 
state of a metal and each different non-ionizable covalently bonded 
organometallic compound should usually be considered a separate 
material.
    3. The definition of the material of concern should include an 
operational analytical component. Identification of a material simply as 
``sodium,'' for example, implies ``total sodium,'' but leaves room for 
doubt. If ``total'' is meant, it must be explicitly stated. Even 
``total'' has different operational definitions, some of which do not 
necessarily measure ``all that is there'' in all samples. Thus, it is 
also necessary to reference or describe the analytical method that is 
intended. The selection of the operational analytical component should 
take into account the analytical and environmental chemistry of the 
material and various practical considerations, such as labor and 
equipment requirements, and whether the method would require measurement 
in the field or would allow measurement after samples are transported to 
a laboratory.
    a. The primary requirements of the operational analytical component 
are that it be appropriate for use on samples of receiving water, that 
it be compatible with the available toxicity and bioaccumulation data 
without making extrapolations that are too hypothetical, and that it 
rarely result in underprotection or overprotection of aquatic organisms 
and their uses. Toxicity is the property of a material, or combination 
of materials, to adversely affect organisms.
    b. Because an ideal analytical measurement will rarely be available, 
an appropriate compromise measurement will usually have to be used. This 
compromise measurement must fit with the general approach that if an 
ambient concentration is lower than the criterion, unacceptable effects 
will probably not occur, i.e., the compromise measure must not err on 
the side of underprotection when measurements are made on a surface 
water. What is an appropriate measurement in one situation might not be 
appropriate for another. For example, because the chemical and physical 
properties of an effluent are usually quite different from those of the 
receiving water, an analytical method that is appropriate for analyzing 
an effluent might not be appropriate for expressing a criterion, and 
vice versa. A criterion should be based on an appropriate analytical 
measurement, but the criterion is not rendered useless if an ideal 
measurement either is not available or is not feasible.
    Note: The analytical chemistry of the material might have to be 
taken into account when defining the material or when judging the 
acceptability of some toxicity tests, but a criterion must not be based 
on the sensitivity of an analytical method. When aquatic organisms are 
more sensitive than routine analytical methods, the proper solution is 
to develop better analytical methods.
    4. It is now the policy of EPA that the use of dissolved metal to 
set and measure compliance with water quality standards is the 
recommended approach, because dissolved metal more closely approximates 
the bioavailable fraction of metal in the water column that does total 
recoverable metal. One reason is that a primary mechanism for water 
column toxicity is adsorption at the gill surface which requires metals 
to be in

[[Page 495]]

the dissolved form. Reasons for the consideration of total recoverable 
metals criteria include risk management considerations not covered by 
evaluation of water column toxicity. A risk manager may consider 
sediments and food chain effects and may decide to take a conservative 
approach for metals, considering that metals are very persistent 
chemicals. This approach could include the use of total recoverable 
metal in water quality standards. A range of different risk management 
decisions can be justified. EPA recommends that State water quality 
standards be based on dissolved metal. EPA will also approve a State 
risk management decision to adopt standards based on total recoverable 
metal, if those standards are otherwise approvable under this program.
    B. Acute Toxicity. Concurrent and delayed adverse effect(s) that 
results from an acute exposure and occurs within any short observation 
period which begins when the exposure begins, may extend beyond the 
exposure period, and usually does not constitute a substantial portion 
of the life span of the organism. (Concurrent toxicity is an adverse 
effect to an organism that results from, and occurs during, its exposure 
to one or more test materials.) Exposure constitutes contact with a 
chemical or physical agent. Acute exposure, however, is exposure of an 
organism for any short period which usually does not constitute a 
substantial portion of its life span.
    C. Chronic Toxicity. Concurrent and delayed adverse effect(s) that 
occurs only as a result of a chronic exposure. Chronic exposure is 
exposure of an organism for any long period or for a substantial portion 
of its life span.

                         II. Collection of Data

    A. Collect all data available on the material concerning toxicity to 
aquatic animals and plants.
    B. All data that are used should be available in typed, dated, and 
signed hard copy (e.g., publication, manuscript, letter, memorandum, 
etc.) with enough supporting information to indicate that acceptable 
test procedures were used and that the results are reliable. In some 
cases, it might be appropriate to obtain written information from the 
investigator, if possible. Information that is not available for 
distribution shall not be used.
    C. Questionable data, whether published or unpublished, must not be 
used. For example, data must be rejected if they are from tests that did 
not contain a control treatment, tests in which too many organisms in 
the control treatment died or showed signs of stress or disease, and 
tests in which distilled or deionized water was used as the dilution 
water without the addition of appropriate salts.
    D. Data on technical grade materials may be used if appropriate, but 
data on formulated mixtures and emulsifiable concentrates of the 
material must not be used.
    E. For some highly volatile, hydrolyzable, or degradable materials, 
it might be appropriate to use only results of flow-through tests in 
which the concentrations of test material in test solutions were 
measured using acceptable analytical methods. A flow-through test is a 
test with aquatic organisms in which test solutions flow into constant-
volume test chambers either intermittently (e.g., every few minutes) or 
continuously, with the excess flowing out.
    F. Data must be rejected if obtained using:
    1. Brine shrimp, because they usually only occur naturally in water 
with salinity greater than 35 g/kg.
    2. Species that do not have reproducing wild populations in North 
America.
    3. Organisms that were previously exposed to substantial 
concentrations of the test material or other contaminants.
    4. Saltwater species except for use in deriving acute-chronic 
ratios. An ACR is a standard measure of the acute toxicity of a material 
divided by an appropriate measure of the chronic toxicity of the same 
material under comparable conditions.
    G. Questionable data, data on formulated mixtures and emulsifiable 
concentrates, and data obtained with species non-resident to North 
America or previously exposed organisms may be used to provide auxiliary 
information but must not be used in the derivation of criteria.

                           III. Required Data

    A. Certain data should be available to help ensure that each of the 
major kinds of possible adverse effects receives adequate consideration. 
An adverse effect is a change in an organism that is harmful to the 
organism. Exposure means contact with a chemical or physical agent. 
Results of acute and chronic toxicity tests with representative species 
of aquatic animals are necessary so that data available for tested 
species can be considered a useful indication of the sensitivities of 
appropriate untested species. Fewer data concerning toxicity to aquatic 
plants are usually available because procedures for conducting tests 
with plants and interpreting the results of such tests are not as well 
developed.
    B. To derive a Great Lakes Tier I criterion for aquatic organisms 
and their uses, the following must be available:
    1. Results of acceptable acute (or chronic) tests (see section IV or 
VI of this appendix) with at least one species of freshwater animal in 
at least eight different families such that all of the following are 
included:
    a. The family Salmonidae in the class Osteichthyes;
    b. One other family (preferably a commercially or recreationally 
important,

[[Page 496]]

warmwater species) in the class Osteichthyes (e.g., bluegill, channel 
catfish);
    c. A third family in the phylum Chordata (e.g., fish, amphibian);
    d. A planktonic crustacean (e.g., a cladoceran, copepod);
    e. A benthic crustacean (e.g., ostracod, isopod, amphipod, 
crayfish);
    f. An insect (e.g., mayfly, dragonfly, damselfly, stonefly, 
caddisfly, mosquito, midge);
    g. A family in a phylum other than Arthropoda or Chordata (e.g., 
Rotifera, Annelida, Mollusca);
    h. A family in any order of insect or any phylum not already 
represented.
    2. Acute-chronic ratios (see section VI of this appendix) with at 
least one species of aquatic animal in at least three different families 
provided that of the three species:
    a. At least one is a fish;
    b. At least one is an invertebrate; and
    c. At least one species is an acutely sensitive freshwater species 
(the other two may be saltwater species).
    3. Results of at least one acceptable test with a freshwater algae 
or vascular plant is desirable but not required for criterion derivation 
(see section VIII of this appendix). If plants are among the aquatic 
organisms most sensitive to the material, results of a test with a plant 
in another phylum (division) should also be available.
    C. If all required data are available, a numerical criterion can 
usually be derived except in special cases. For example, derivation of a 
chronic criterion might not be possible if the available ACRs vary by 
more than a factor of ten with no apparent pattern. Also, if a criterion 
is to be related to a water quality characteristic (see sections V and 
VII of this appendix), more data will be required.
    D. Confidence in a criterion usually increases as the amount of 
available pertinent information increases. Thus, additional data are 
usually desirable.

                          IV. Final Acute Value

    A. Appropriate measures of the acute (short-term) toxicity of the 
material to a variety of species of aquatic animals are used to 
calculate the Final Acute Value (FAV). The calculated Final Acute Value 
is a calculated estimate of the concentration of a test material such 
that 95 percent of the genera (with which acceptable acute toxicity 
tests have been conducted on the material) have higher Genus Mean Acute 
Values (GMAVs). An acute test is a comparative study in which organisms, 
that are subjected to different treatments, are observed for a short 
period usually not constituting a substantial portion of their life 
span. However, in some cases, the Species Mean Acute Value (SMAV) of a 
commercially or recreationally important species of the Great Lakes 
System is lower than the calculated FAV, then the SMAV replaces the 
calculated FAV in order to provide protection for that important 
species.
    B. Acute toxicity tests shall be conducted using acceptable 
procedures. For good examples of acceptable procedures see American 
Society for Testing and Materials (ASTM) Standard E 729, Guide for 
Conducting Acute Toxicity Tests with Fishes, Macroinvertebrates, and 
Amphibians.
    C. Except for results with saltwater annelids and mysids, results of 
acute tests during which the test organisms were fed should not be used, 
unless data indicate that the food did not affect the toxicity of the 
test material. (Note: If the minimum acute-chronic ratio data 
requirements (as described in section III.B.2 of this appendix) are not 
met with freshwater data alone, saltwater data may be used.)
    D. Results of acute tests conducted in unusual dilution water, e.g., 
dilution water in which total organic carbon or particulate matter 
exceeded five mg/L, should not be used, unless a relationship is 
developed between acute toxicity and organic carbon or particulate 
matter, or unless data show that organic carbon or particulate matter, 
etc., do not affect toxicity.
    E. Acute values must be based upon endpoints which reflect the total 
severe adverse impact of the test material on the organisms used in the 
test. Therefore, only the following kinds of data on acute toxicity to 
aquatic animals shall be used:
    1. Tests with daphnids and other cladocerans must be started with 
organisms less than 24 hours old and tests with midges must be started 
with second or third instar larvae. It is preferred that the results 
should be the 48-hour EC50 based on the total percentage of organisms 
killed and immobilized. If such an EC50 is not available for a test, the 
48-hour LC50 should be used in place of the desired 48-hour EC50. An 
EC50 or LC50 of longer than 48 hours can be used as long as the animals 
were not fed and the control animals were acceptable at the end of the 
test. An EC50 is a statistically or graphically estimated concentration 
that is expected to cause one or more specified effects in 50% of a 
group of organisms under specified conditions. An LC50 is a 
statistically or graphically estimated concentration that is expected to 
be lethal to 50% of a group of organisms under specified conditions.
    2. It is preferred that the results of a test with embryos and 
larvae of barnacles, bivalve molluscs (clams, mussels, oysters and 
scallops), sea urchins, lobsters, crabs, shrimp and abalones be the 96-
hour EC50 based on the percentage of organisms with incompletely 
developed shells plus the percentage of organisms killed. If such an 
EC50 is not available from a test, of the values that are

[[Page 497]]

available from the test, the lowest of the following should be used in 
place of the desired 96-hour EC50: 48- to 96-hour EC50s based on 
percentage of organisms with incompletely developed shells plus 
percentage of organisms killed, 48- to 96-hour EC50s based upon 
percentage of organisms with incompletely developed shells, and 48-hour 
to 96-hour LC50s. (Note: If the minimum acute-chronic ratio data 
requirements (as described in section III.B.2 of this appendix) are not 
met with freshwater data alone, saltwater data may be used.)
    3. It is preferred that the result of tests with all other aquatic 
animal species and older life stages of barnacles, bivalve molluscs 
(clams, mussels, oysters and scallops), sea urchins, lobsters, crabs, 
shrimp and abalones be the 96-hour EC50 based on percentage of organisms 
exhibiting loss of equilibrium plus percentage of organisms immobilized 
plus percentage of organisms killed. If such an EC50 is not available 
from a test, of the values that are available from a test the lower of 
the following should be used in place of the desired 96-hour EC50: the 
96-hour EC50 based on percentage of organisms exhibiting loss of 
equilibrium plus percentage of organisms immobilized and the 96-hour 
LC50.
    4. Tests whose results take into account the number of young 
produced, such as most tests with protozoans, are not considered acute 
tests, even if the duration was 96 hours or less.
    5. If the tests were conducted properly, acute values reported as 
``greater than'' values and those which are above the solubility of the 
test material should be used, because rejection of such acute values 
would bias the Final Acute Value by eliminating acute values for 
resistant species.
    F. If the acute toxicity of the material to aquatic animals has been 
shown to be related to a water quality characteristic such as hardness 
or particulate matter for freshwater animals, refer to section V of this 
appendix.
    G. The agreement of the data within and between species must be 
considered. Acute values that appear to be questionable in comparison 
with other acute and chronic data for the same species and for other 
species in the same genus must not be used. For example, if the acute 
values available for a species or genus differ by more than a factor of 
10, rejection of some or all of the values would be appropriate, absent 
countervailing circumstances.
    H. If the available data indicate that one or more life stages are 
at least a factor of two more resistant than one or more other life 
stages of the same species, the data for the more resistant life stages 
must not be used in the calculation of the SMAV because a species cannot 
be considered protected from acute toxicity if all of the life stages 
are not protected.
    I. For each species for which at least one acute value is available, 
the SMAV shall be calculated as the geometric mean of the results of all 
acceptable flow-through acute toxicity tests in which the concentrations 
of test material were measured with the most sensitive tested life stage 
of the species. For a species for which no such result is available, the 
SMAV shall be calculated as the geometric mean of all acceptable acute 
toxicity tests with the most sensitive tested life stage, i.e., results 
of flow-through tests in which the concentrations were not measured and 
results of static and renewal tests based on initial concentrations 
(nominal concentrations are acceptable for most test materials if 
measured concentrations are not available) of test material. A renewal 
test is a test with aquatic organisms in which either the test solution 
in a test chamber is removed and replaced at least once during the test 
or the test organisms are transferred into a new test solution of the 
same composition at least once during the test. A static test is a test 
with aquatic organisms in which the solution and organisms that are in a 
test chamber at the beginning of the test remain in the chamber until 
the end of the test, except for removal of dead test organisms.

    Note 1: Data reported by original investigators must not be rounded 
off. Results of all intermediate calculations must not be rounded off to 
fewer than four significant digits.
    Note 2: The geometric mean of N numbers is the Nth root of the 
product of the N numbers. Alternatively, the geometric mean can be 
calculated by adding the logarithms of the N numbers, dividing the sum 
by N, and taking the antilog of the quotient. The geometric mean of two 
numbers is the square root of the product of the two numbers, and the 
geometric mean of one number is that number. Either natural (base e) or 
common (base 10) logarithms can be used to calculate geometric means as 
long as they are used consistently within each set of data, i.e., the 
antilog used must match the logarithms used.
    Note 3: Geometric means, rather than arithmetic means, are used here 
because the distributions of sensitivities of individual organisms in 
toxicity tests on most materials and the distributions of sensitivities 
of species within a genus are more likely to be lognormal than normal. 
Similarly, geometric means are used for ACRs because quotients are 
likely to be closer to lognormal than normal distributions. In addition, 
division of the geometric mean of a set of numerators by the geometric 
mean of the set of denominators will result in the

[[Page 498]]

geometric mean of the set of corresponding quotients.

    J. For each genus for which one or more SMAVs are available, the 
GMAV shall be calculated as the geometric mean of the SMAVs available 
for the genus.
    K. Order the GMAVs from high to low.
    L. Assign ranks, R, to the GMAVs from ``1'' for the lowest to ``N'' 
for the highest. If two or more GMAVs are identical, assign them 
successive ranks.
    M. Calculate the cumulative probability, P, for each GMAV as R/
(N+1).
    N. Select the four GMAVs which have cumulative probabilities closest 
to 0.05 (if there are fewer than 59 GMAVs, these will always be the four 
lowest GMAVs).
    O. Using the four selected GMAVs, and Ps, calculate
    [GRAPHIC] [TIFF OMITTED] TR23MR95.104
    
    Note: Natural logarithms (logarithms to base e, denoted as ln) are 
used herein merely because they are easier to use on some hand 
calculators and computers than common (base 10) logarithms. Consistent 
use of either will produce the same result.
    P. If for a commercially or recreationally important species of the 
Great Lakes System the geometric mean of the acute values from flow-
through tests in which the concentrations of test material were measured 
is lower than the calculated Final Acute Value (FAV), then that 
geometric mean must be used as the FAV instead of the calculated FAV.
    Q. See section VI of this appendix.

                         V. Final Acute Equation

    A. When enough data are available to show that acute toxicity to two 
or more species is similarly related to a water quality characteristic, 
the relationship shall be taken into account as described in sections 
V.B through V.G of this appendix or using analysis of covariance. The 
two methods are equivalent and produce identical results. The manual 
method described below provides an understanding of this application of 
covariance analysis, but computerized versions of covariance analysis 
are much more convenient for analyzing large data sets. If two or more 
factors affect toxicity, multiple regression analysis shall be used.
    B. For each species for which comparable acute toxicity values are 
available at two or more different values of the water quality 
characteristic, perform a least squares regression of the acute toxicity 
values on the corresponding values of the water quality characteristic 
to obtain the slope and its 95 percent confidence limits for each 
species.
    Note: Because the best documented relationship is that between 
hardness and acute toxicity of metals in fresh water and a log-log 
relationship fits these data, geometric means and natural logarithms of 
both toxicity and water quality are used in the rest of this section. 
For relationships based on other water quality characteristics, such as 
Ph, temperature, no transformation or a different transformation might 
fit the data better, and appropriate changes will be necessary 
throughout this section.
    C. Decide whether the data for each species are relevant, taking 
into account the range and number of the tested values of the water 
quality characteristic and the degree of agreement within and between 
species. For example, a slope based on six data points might be of 
limited value if it is based only

[[Page 499]]

on data for a very narrow range of values of the water quality 
characteristic. A slope based on only two data points, however, might be 
useful if it is consistent with other information and if the two points 
cover a broad enough range of the water quality characteristic. In 
addition, acute values that appear to be questionable in comparison with 
other acute and chronic data available for the same species and for 
other species in the same genus should not be used. For example, if 
after adjustment for the water quality characteristic, the acute values 
available for a species or genus differ by more than a factor of 10, 
rejection of some or all of the values would be appropriate, absent 
countervailing justification. If useful slopes are not available for at 
least one fish and one invertebrate or if the available slopes are too 
dissimilar or if too few data are available to adequately define the 
relationship between acute toxicity and the water quality 
characteristic, return to section IV.G of this appendix, using the 
results of tests conducted under conditions and in waters similar to 
those commonly used for toxicity tests with the species.
    D. For each species, calculate the geometric mean of the available 
acute values and then divide each of the acute values for the species by 
the geometric mean for the species. This normalizes the acute values so 
that the geometric mean of the normalized values for each species 
individually and for any combination of species is 1.0.
    E. Similarly normalize the values of the water quality 
characteristic for each species individually using the same procedure as 
above.
    F. Individually for each species perform a least squares regression 
of the normalized acute values of the water quality characteristic. The 
resulting slopes and 95 percent confidence limits will be identical to 
those obtained in section V.B. of this appendix. If, however, the data 
are actually plotted, the line of best fit for each individual species 
will go through the point 1,1 in the center of the graph.
    G. Treat all of the normalized data as if they were all for the same 
species and perform a least squares regression of all of the normalized 
acute values on the corresponding normalized values of the water quality 
characteristic to obtain the pooled acute slope, V, and its 95 percent 
confidence limits. If all of the normalized data are actually plotted, 
the line of best fit will go through the point 1,1 in the center of the 
graph.
    H. For each species calculate the geometric mean, W, of the acute 
toxicity values and the geometric mean, X, of the values of the water 
quality characteristic. (These were calculated in sections V.D and V.E 
of this appendix).
    I. For each species, calculate the logarithm, Y, of the SMAV at a 
selected value, Z, of the water quality characteristic using the 
equation:

Y=ln W-V(ln X-ln Z)

    J. For each species calculate the SMAV at X using the equation:

SMAV=e\Y\
    Note: Alternatively, the SMAVs at Z can be obtained by skipping step 
H above, using the equations in steps I and J to adjust each acute value 
individually to Z, and then calculating the geometric mean of the 
adjusted values for each species individually. This alternative 
procedure allows an examination of the range of the adjusted acute 
values for each species.
    K. Obtain the FAV at Z by using the procedure described in sections 
IV.J through IV.O of this appendix.
    L. If, for a commercially or recreationally important species of the 
Great Lakes System the geometric mean of the acute values at Z from 
flow-through tests in which the concentrations of the test material were 
measured is lower than the FAV at Z, then the geometric mean must be 
used as the FAV instead of the FAV.
    M. The Final Acute Equation is written as:

FAV=e\(V[ln(waterqualitycharacteristic)]=A-V[lnZ])\,

    where:
V=pooled acute slope, and A=ln(FAV at Z).

    Because V, A, and Z are known, the FAV can be calculated for any 
selected value of the water quality characteristic.

                         VI. Final Chronic Value

    A. Depending on the data that are available concerning chronic 
toxicity to aquatic animals, the Final Chronic Value (FCV) can be 
calculated in the same manner as the FAV or by dividing the FAV by the 
Final Acute-Chronic Ratio (FACR). In some cases, it might not be 
possible to calculate a FCV. The FCV is (a) a calculated estimate of the 
concentration of a test material such that 95 percent of the genera 
(with which acceptable chronic toxicity tests have been conducted on the 
material) have higher GMCVs, or (b) the quotient of an FAV divided by an 
appropriate ACR, or (c) the SMCV of an important and/or critical 
species, if the SMCV is lower than the calculated estimate or the 
quotient, whichever is applicable.

[[Page 500]]

    Note: As the name implies, the ACR is a way of relating acute and 
chronic toxicities.
    B. Chronic values shall be based on results of flow-through (except 
renewal is acceptable for daphnids) chronic tests in which the 
concentrations of test material in the test solutions were properly 
measured at appropriate times during the test. A chronic test is a 
comparative study in which organisms, that are subjected to different 
treatments, are observed for a long period or a substantial portion of 
their life span.
    C. Results of chronic tests in which survival, growth, or 
reproduction in the control treatment was unacceptably low shall not be 
used. The limits of acceptability will depend on the species.
    D. Results of chronic tests conducted in unusual dilution water, 
e.g., dilution water in which total organic carbon or particulate matter 
exceeded five mg/L, should not be used, unless a relationship is 
developed between chronic toxicity and organic carbon or particulate 
matter, or unless data show that organic carbon, particulate matter, 
etc., do not affect toxicity.
    E. Chronic values must be based on endpoints and lengths of exposure 
appropriate to the species. Therefore, only results of the following 
kinds of chronic toxicity tests shall be used:
    1. Life-cycle toxicity tests consisting of exposures of each of two 
or more groups of individuals of a species to a different concentration 
of the test material throughout a life cycle. To ensure that all life 
stages and life processes are exposed, tests with fish should begin with 
embryos or newly hatched young less than 48 hours old, continue through 
maturation and reproduction, and should end not less than 24 days (90 
days for salmonids) after the hatching of the next generation. Tests 
with daphnids should begin with young less than 24 hours old and last 
for not less than 21 days, and for ceriodaphnids not less than seven 
days. For good examples of acceptable procedures see American Society 
for Testing and Materials (ASTM) Standard E 1193 Guide for conducting 
renewal life-cycle toxicity tests with Daphnia magna and ASTM Standard E 
1295 Guide for conducting three-brood, renewal toxicity tests with 
Ceriodaphnia dubia. Tests with mysids should begin with young less than 
24 hours old and continue until seven days past the median time of first 
brood release in the controls. For fish, data should be obtained and 
analyzed on survival and growth of adults and young, maturation of males 
and females, eggs spawned per female, embryo viability (salmonids only), 
and hatchability. For daphnids, data should be obtained and analyzed on 
survival and young per female. For mysids, data should be obtained and 
analyzed on survival, growth, and young per female.
    2. Partial life-cycle toxicity tests consist of exposures of each of 
two more groups of individuals of a species of fish to a different 
concentration of the test material through most portions of a life 
cycle. Partial life-cycle tests are allowed with fish species that 
require more than a year to reach sexual maturity, so that all major 
life stages can be exposed to the test material in less than 15 months. 
A life-cycle test is a comparative study in which organisms, that are 
subjected to different treatments, are observed at least from a life 
stage in one generation to the same life-stage in the next generation. 
Exposure to the test material should begin with immature juveniles at 
least two months prior to active gonad development, continue through 
maturation and reproduction, and end not less than 24 days (90 days for 
salmonids) after the hatching of the next generation. Data should be 
obtained and analyzed on survival and growth of adults and young, 
maturation of males and females, eggs spawned per female, embryo 
viability (salmonids only), and hatchability.
    3. Early life-stage toxicity tests consisting of 28- to 32-day (60 
days post hatch for salmonids) exposures of the early life stages of a 
species of fish from shortly after fertilization through embryonic, 
larval, and early juvenile development. Data should be obtained and 
analyzed on survival and growth.
    Note: Results of an early life-stage test are used as predictions of 
results of life-cycle and partial life-cycle tests with the same 
species. Therefore, when results of a life-cycle or partial life-cycle 
test are available, results of an early life-stage test with the same 
species should not be used. Also, results of early life-stage tests in 
which the incidence of mortalities or abnormalities increased 
substantially near the end of the test shall not be used because the 
results of such tests are possibly not good predictions of comparable 
life-cycle or partial life-cycle tests.
    F. A chronic value may be obtained by calculating the geometric mean 
of the lower and upper chronic limits from a chronic test or by 
analyzing chronic data using regression analysis.
    1. A lower chronic limit is the highest tested concentration:
    a. In an acceptable chronic test;
    b. Which did not cause an unacceptable amount of adverse effect on 
any of the specified biological measurements; and
    c. Below which no tested concentration caused an unacceptable 
effect.
    2. An upper chronic limit is the lowest tested concentration:
    a. In an acceptable chronic test;
    b. Which did cause an unacceptable amount of adverse effect on one 
or more of the specified biological measurements; and,

[[Page 501]]

    c. Above which all tested concentrations also caused such an effect.
    Note: Because various authors have used a variety of terms and 
definitions to interpret and report results of chronic tests, reported 
results should be reviewed carefully. The amount of effect that is 
considered unacceptable is often based on a statistical hypothesis test, 
but might also be defined in terms of a specified percent reduction from 
the controls. A small percent reduction (e.g., three percent) might be 
considered acceptable even if it is statistically significantly 
different from the control, whereas a large percent reduction (e.g., 30 
percent) might be considered unacceptable even if it is not 
statistically significant.
    G. If the chronic toxicity of the material to aquatic animals has 
been shown to be related to a water quality characteristic such as 
hardness or particulate matter for freshwater animals, refer to section 
VII of this appendix.
    H. If chronic values are available for species in eight families as 
described in section III.B.1 of this appendix, a SMCV shall be 
calculated for each species for which at least one chronic value is 
available by calculating the geometric mean of the results of all 
acceptable life-cycle and partial life-cycle toxicity tests with the 
species; for a species of fish for which no such result is available, 
the SMCV is the geometric mean of all acceptable early life-stage tests. 
Appropriate GMCVs shall also be calculated. A GMCV is the geometric mean 
of the SMCVs for the genus. The FCV shall be obtained using the 
procedure described in sections IV.J through IV.O of this appendix, 
substituting SMCV and GMCV for SMAV and GMAV respectively. See section 
VI.M of this appendix.
    Note: Section VI.I through VI.L are for use when chronic values are 
not available for species in eight taxonomic families as described in 
section III.B.1 of this appendix.
    I. For each chronic value for which at least one corresponding 
appropriate acute value is available, calculate an ACR, using for the 
numerator the geometric mean of the results of all acceptable flow-
through (except static is acceptable for daphnids and midges) acute 
tests in the same dilution water in which the concentrations are 
measured. For fish, the acute test(s) should be conducted with 
juveniles. The acute test(s) should be part of the same study as the 
chronic test. If acute tests were not conducted as part of the same 
study, but were conducted as part of a different study in the same 
laboratory and dilution water, then they may be used. If no such acute 
tests are available, results of acute tests conducted in the same 
dilution water in a different laboratory may be used. If no such acute 
tests are available, an ACR shall not be calculated.
    J. For each species, calculate the SMACR as the geometric mean of 
all ACRs available for that species. If the minimum ACR data 
requirements (as described in section III.B.2 of this appendix) are not 
met with freshwater data alone, saltwater data may be used along with 
the freshwater data.
    K. For some materials, the ACR seems to be the same for all species, 
but for other materials the ratio seems to increase or decrease as the 
SMAV increases. Thus the FACR can be obtained in three ways, depending 
on the data available:
    1. If the species mean ACR seems to increase or decrease as the 
SMAVs increase, the FACR shall be calculated as the geometric mean of 
the ACRs for species whose SMAVs are close to the FAV.
    2. If no major trend is apparent and the ACRs for all species are 
within a factor of ten, the FACR shall be calculated as the geometric 
mean of all of the SMACRs.
    3. If the most appropriate SMACRs are less than 2.0, and especially 
if they are less than 1.0, acclimation has probably occurred during the 
chronic test. In this situation, because continuous exposure and 
acclimation cannot be assured to provide adequate protection in field 
situations, the FACR should be assumed to be two, so that the FCV is 
equal to the Criterion Maximum Concentration (CMC). (See section X.B of 
this appendix.)
    If the available SMACRs do not fit one of these cases, a FACR may 
not be obtained and a Tier I FCV probably cannot be calculated.
    L. Calculate the FCV by dividing the FAV by the FACR.
    FCV=FAV/FACR
If there is a Final Acute Equation rather than a FAV, see also section V 
of this appendix.
    M. If the SMCV of a commercially or recreationally important species 
of the Great Lakes System is lower than the calculated FCV, then that 
SMCV must be used as the FCV instead of the calculated FCV.
    N. See section VIII of this appendix.

                       VII. Final Chronic Equation

    A. A Final Chronic Equation can be derived in two ways. The 
procedure described in section VII.A of this appendix will result in the 
chronic slope being the same as the acute slope. The procedure described 
in sections VII.B through N of this appendix will usually result in the 
chronic slope being different from the acute slope.
    1. If ACRs are available for enough species at enough values of the 
water quality characteristic to indicate that the ACR appears to be the 
same for all species and appears to be independent of the water quality 
characteristic, calculate the FACR as the geometric mean of the 
available SMACRs.

[[Page 502]]

    2. Calculate the FCV at the selected value Z of the water quality 
characteristic by dividing the FAV at Z (see section V.M of this 
appendix) by the FACR.
    3. Use V=pooled acute slope (see section V.M of this appendix), and
    L=pooled chronic slope.
    4. See section VII.M of this appendix.
    B. When enough data are available to show that chronic toxicity to 
at least one species is related to a water quality characteristic, the 
relationship should be taken into account as described in sections C 
through G below or using analysis of covariance. The two methods are 
equivalent and produce identical results. The manual method described 
below provides an understanding of this application of covariance 
analysis, but computerized versions of covariance analysis are much more 
convenient for analyzing large data sets. If two or more factors affect 
toxicity, multiple regression analysis shall be used.
    C. For each species for which comparable chronic toxicity values are 
available at two or more different values of the water quality 
characteristic, perform a least squares regression of the chronic 
toxicity values on the corresponding values of the water quality 
characteristic to obtain the slope and its 95 percent confidence limits 
for each species.
    Note: Because the best documented relationship is that between 
hardness and acute toxicity of metals in fresh water and a log-log 
relationship fits these data, geometric means and natural logarithms of 
both toxicity and water quality are used in the rest of this section. 
For relationships based on other water quality characteristics, such as 
Ph, temperature, no transformation or a different transformation might 
fit the data better, and appropriate changes will be necessary 
throughout this section. It is probably preferable, but not necessary, 
to use the same transformation that was used with the acute values in 
section V of this appendix.
    D. Decide whether the data for each species are relevant, taking 
into account the range and number of the tested values of the water 
quality characteristic and the degree of agreement within and between 
species. For example, a slope based on six data points might be of 
limited value if it is based only on data for a very narrow range of 
values of the water quality characteristic. A slope based on only two 
data points, however, might be more useful if it is consistent with 
other information and if the two points cover a broad range of the water 
quality characteristic. In addition, chronic values that appear to be 
questionable in comparison with other acute and chronic data available 
for the same species and for other species in the same genus in most 
cases should not be used. For example, if after adjustment for the water 
quality characteristic, the chronic values available for a species or 
genus differ by more than a factor of 10, rejection of some or all of 
the values is, in most cases, absent countervailing circumstances, 
appropriate. If a useful chronic slope is not available for at least one 
species or if the available slopes are too dissimilar or if too few data 
are available to adequately define the relationship between chronic 
toxicity and the water quality characteristic, it might be appropriate 
to assume that the chronic slope is the same as the acute slope, which 
is equivalent to assuming that the ACR is independent of the water 
quality characteristic. Alternatively, return to section VI.H of this 
appendix, using the results of tests conducted under conditions and in 
waters similar to those commonly used for toxicity tests with the 
species.
    E. Individually for each species, calculate the geometric mean of 
the available chronic values and then divide each chronic value for a 
species by the mean for the species. This normalizes the chronic values 
so that the geometric mean of the normalized values for each species 
individually, and for any combination of species, is 1.0.
    F. Similarly, normalize the values of the water quality 
characteristic for each species individually.
    G. Individually for each species, perform a least squares regression 
of the normalized chronic toxicity values on the corresponding 
normalized values of the water quality characteristic. The resulting 
slopes and the 95 percent confidence limits will be identical to those 
obtained in section VII.B of this appendix. Now, however, if the data 
are actually plotted, the line of best fit for each individual species 
will go through the point 1,1 in the center of the graph.
    H. Treat all of the normalized data as if they were all the same 
species and perform a least squares regression of all of the normalized 
chronic values on the corresponding normalized values of the water 
quality characteristic to obtain the pooled chronic slope, L, and its 95 
percent confidence limits.
    If all normalized data are actually plotted, the line of best fit 
will go through the point 1,1 in the center of the graph.
    I. For each species, calculate the geometric mean, M, of the 
toxicity values and the geometric mean, P, of the values of the water 
quality characteristic. (These are calculated in sections VII.E and F of 
this appendix.)
    J. For each species, calculate the logarithm, Q, of the SMCV at a 
selected value, Z, of the water quality characteristic using the 
equation:

Q=ln M--L(ln P-ln Z)
    Note: Although it is not necessary, it is recommended that the same 
value of the water quality characteristic be used here as was used in 
section V of this appendix.
    K. For each species, calculate a SMCV at Z using the equation:


[[Page 503]]


SMCV=e\Q\
    Note: Alternatively, the SMCV at Z can be obtained by skipping 
section VII.J of this appendix, using the equations in sections VII.J 
and K of this appendix to adjust each chronic value individually to Z, 
and then calculating the geometric means of the adjusted values for each 
species individually. This alternative procedure allows an examination 
of the range of the adjusted chronic values for each species.
    L. Obtain the FCV at Z by using the procedure described in sections 
IV.J through O of this appendix.
    M. If the SMCV at Z of a commercially or recreationally important 
species of the Great Lakes System is lower than the calculated FCV at Z, 
then that SMCV shall be used as the FCV at Z instead of the calculated 
FCV.
    N. The Final Chronic Equation is written as:

FCV=e(L&[ln(waterqualitycharacteristic)]=lnS-L[lnZ])

Where:

L=pooled chronic slope and S = FCV at Z.

    Because L, S, and Z are known, the FCV can be calculated for any 
selected value of the water quality characteristic.

                         VIII. Final Plant Value

    A. A Final Plant Value (FPV) is the lowest plant value that was 
obtained with an important aquatic plant species in an acceptable 
toxicity test for which the concentrations of the test material were 
measured and the adverse effect was biologically important. Appropriate 
measures of the toxicity of the material to aquatic plants are used to 
compare the relative sensitivities of aquatic plants and animals. 
Although procedures for conducting and interpreting the results of 
toxicity tests with plants are not well-developed, results of tests with 
plants usually indicate that criteria which adequately protect aquatic 
animals and their uses will, in most cases, also protect aquatic plants 
and their uses.
    B. A plant value is the result of a 96-hour test conducted with an 
alga or a chronic test conducted with an aquatic vascular plant.
    Note: A test of the toxicity of a metal to a plant shall not be used 
if the medium contained an excessive amount of a complexing agent, such 
as EDTA, that might affect the toxicity of the metal. Concentrations of 
EDTA above 200 [micro]g/L should be considered excessive.
    C. The FPV shall be obtained by selecting the lowest result from a 
test with an important aquatic plant species in which the concentrations 
of test material are measured and the endpoint is biologically 
important.

                             IX. Other Data

    Pertinent information that could not be used in earlier sections 
might be available concerning adverse effects on aquatic organisms. The 
most important of these are data on cumulative and delayed toxicity, 
reduction in survival, growth, or reproduction, or any other adverse 
effect that has been shown to be biologically important. Delayed 
toxicity is an adverse effect to an organism that results from, and 
occurs after the end of, its exposure to one or more test materials. 
Especially important are data for species for which no other data are 
available. Data from behavioral, biochemical, physiological, microcosm, 
and field studies might also be available. Data might be available from 
tests conducted in unusual dilution water (see sections IV.D and VI.D of 
this appendix), from chronic tests in which the concentrations were not 
measured (see section VI.B of this appendix), from tests with previously 
exposed organisms (see section II.F.3 of this appendix), and from tests 
on formulated mixtures or emulsifiable concentrates (see section II.D of 
this appendix). Such data might affect a criterion if the data were 
obtained with an important species, the test concentrations were 
measured, and the endpoint was biologically important.

                              X. Criterion

    A. A criterion consists of two concentrations: the CMC and the 
Criterion Continuous Concentration (CCC).
    B. The CMC is equal to one-half the FAV. The CMC is an estimate of 
the highest concentration of a material in the water column to which an 
aquatic community can be exposed briefly without resulting in an 
unacceptable effect.
    C. The CCC is equal to the lowest of the FCV or the FPV (if 
available) unless other data (see section IX of this appendix) show that 
a lower value should be used. The CCC is an estimate of the highest 
concentration of a material in the water column to which an aquatic 
community can be exposed indefinitely without resulting in an 
unacceptable effect. If toxicity is related to a water quality 
characteristic, the CCC is obtained from the Final Chronic Equation or 
FPV (if available) that results in the lowest concentrations in the 
usual range of the water quality characteristic, unless other data (see 
section IX) show that a lower value should be used.
    D. Round both the CMC and the CCC to two significant digits.
    E. The criterion is stated as:
    The procedures described in the Tier I methodology indicate that, 
except possibly where a commercially or recreationally important species 
is very sensitive, aquatic organisms should not be affected unacceptably 
if the four-day average concentration of (1) does not exceed (2) 
[micro]g/L more than once

[[Page 504]]

every three years on the average and if the one-hour average 
concentration does not exceed (3) [micro]g/L more than once every three 
years on the average.
Where:

(1) = insert name of material
(2) = insert the CCC
(3) = insert the CMC

    If the CMC averaging period of one hour or the CCC averaging period 
of four days is inappropriate for the pollutant, or if the once-in-
three-year allowable excursion frequency is inappropriate for the 
pollutant or for the sites to which a criterion is applied, then the 
State may specify alternative averaging periods or frequencies. The 
choice of an alternative averaging period or frequency shall be 
justified by a scientifically defensible analysis demonstrating that the 
alternative values will protect the aquatic life uses of the water. 
Appropriate laboratory data and/or well-designed field biological 
surveys shall be submitted to EPA as justification for differing 
averaging periods and/or frequencies of exceedance.

                            XI. Final Review

    A. The derivation of the criterion should be carefully reviewed by 
rechecking each step of the Guidance in this part. Items that should be 
especially checked are:
    1. If unpublished data are used, are they well documented?
    2. Are all required data available?
    3. Is the range of acute values for any species greater than a 
factor of 10?
    4. Is the range of SMAVs for any genus greater than a factor of 10?
    5. Is there more than a factor of 10 difference between the four 
lowest GMAVs?
    6. Are any of the lowest GMAVs questionable?
    7. Is the FAV reasonable in comparison with the SMAVs and GMAVs?
    8. For any commercially or recreationally important species of the 
Great Lakes System, is the geometric mean of the acute values from flow-
through tests in which the concentrations of test material were measured 
lower than the FAV?
    9. Are any of the chronic values used questionable?
    10. Are any chronic values available for acutely sensitive species?
    11. Is the range of acute-chronic ratios greater than a factor of 
10?
    12. Is the FCV reasonable in comparison with the available acute and 
chronic data?
    13. Is the measured or predicted chronic value for any commercially 
or recreationally important species of the Great Lakes System below the 
FCV?
    14. Are any of the other data important?
    15. Do any data look like they might be outliers?
    16. Are there any deviations from the Guidance in this part? Are 
they acceptable?
    B. On the basis of all available pertinent laboratory and field 
information, determine if the criterion is consistent with sound 
scientific evidence. If it is not, another criterion, either higher or 
lower, shall be derived consistent with the Guidance in this part.

          Methodology for Deriving Aquatic Life Values: Tier II

                       XII. Secondary Acute Value

    If all eight minimum data requirements for calculating an FAV using 
Tier I are not met, a Secondary Acute Value (SAV) for the waters of the 
Great Lakes System shall be calculated for a chemical as follows:
    To calculate a SAV, the lowest GMAV in the database is divided by 
the Secondary Acute Factor (SAF) (Table A-1 of this appendix) 
corresponding to the number of satisfied minimum data requirements 
listed in the Tier I methodology (section III.B.1 of this appendix). 
(Requirements for definitions, data collection and data review, 
contained in sections I, II, and IV shall be applied to calculation of a 
SAV.) If all eight minimum data requirements are satisfied, a Tier I 
criterion calculation may be possible. In order to calculate a SAV, the 
database must contain, at a minimum, a genus mean acute value (GMAV) for 
one of the following three genera in the family Daphnidae--Ceriodaphnia 
sp., Daphnia sp., or Simocephalus sp.
    If appropriate, the SAV shall be made a function of a water quality 
characteristic in a manner similar to that described in Tier I.

                   XIII. Secondary Acute-Chronic Ratio

    If three or more experimentally determined ACRs, meeting the data 
collection and review requirements of Section VI of this appendix, are 
available for the chemical, determine the FACR using the procedure 
described in Section VI. If fewer than three acceptable experimentally 
determined ACRs are available, use enough assumed ACRs of 18 so that the 
total number of ACRs equals three. Calculate the Secondary Acute-Chronic 
Ratio (SACR) as the geometric mean of the three ACRs. Thus, if no 
experimentally determined ACRs are available, the SACR is 18.

                      XIV. Secondary Chronic Value

    Calculate the Secondary Chronic Value (SCV) using one of the 
following:

[[Page 505]]

[GRAPHIC] [TIFF OMITTED] TR23MR95.099

    If appropriate, the SCV will be made a function of a water quality 
characteristic in a manner similar to that described in Tier I.

          XV. Commercially or Recreationally Important Species

    If for a commercially or recreationally important species of the 
Great Lakes System the geometric mean of the acute values or chronic 
values from flow-through tests in which the concentrations of the test 
materials were measured is lower than the calculated SAV or SCV, then 
that geometric mean must be used as the SAV or SCV instead of the 
calculated SAV or SCV.

                           XVI. Tier II Value

    A. A Tier II value shall consist of two concentrations: the 
Secondary Maximum Concentration (SMC) and the Secondary Continuous 
Concentration (SCC).
    B. The SMC is equal to one-half of the SAV.
    C. The SCC is equal to the lowest of the SCV or the Final Plant 
Value, if available, unless other data (see section IX of this appendix) 
show that a lower value should be used.
    If toxicity is related to a water quality characteristic, the SCC is 
obtained from the Secondary Chronic Equation or FPV, if available, that 
results in the lowest concentrations in the usual range of the water 
quality characteristic, unless other data (See section IX of this 
appendix) show that a lower value should be used.
    D. Round both the SMC and the SCC to two significant digits.
    E. The Tier II value is stated as:
    The procedures described in the Tier II methodology indicate that, 
except possibly where a locally important species is very sensitive, 
aquatic organisms should not be affected unacceptably if the four-day 
average concentration of (1) does not exceed (2) [micro]g/L more than 
once every three years on the average and if the one-hour average 
concentration does not exceed (3) [micro]g/L more than once every three 
years on the average.

Where:

(1) = insert name of material
(2) = insert the SCC
(3) = insert the SMC

    As discussed above, States and Tribes have the discretion to specify 
alternative averaging periods or frequencies (see section X.E. of this 
appendix).

                     XVII. Appropriate Modifications

    On the basis of all available pertinent laboratory and field 
information, determine if the Tier II value is consistent with sound 
scientific evidence. If it is not, another value, either higher or 
lower, shall be derived consistent with the Guidance in this part.

                   Table A-1--Secondary Acute Factors
------------------------------------------------------------------------
                                                              Adjustment
        Number of minimum data requirements satisfied           factor
------------------------------------------------------------------------
1...........................................................        21.9
2...........................................................        13.0
3...........................................................         8.0
4...........................................................         7.0
5...........................................................         6.1
6...........................................................         5.2
7...........................................................         4.3
------------------------------------------------------------------------

      Appendix B to Part 132--Great Lakes Water Quality Initiative

            Methodology for Deriving Bioaccumulation Factors

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this appendix.

                             I. Introduction

    A. The purpose of this methodology is to describe procedures for 
deriving bioaccumulation factors (BAFs) to be used in the calculation of 
Great Lakes Water Quality Guidance (Guidance) human health Tier I 
criteria and Tier II values and wildlife Tier I criteria. A subset of 
the human health BAFs are also used to identify the chemicals that are 
considered bioaccumulative chemicals of concern (BCCs).
    B. Bioaccumulation reflects uptake of a substance by aquatic 
organisms exposed to the substance through all routes (i.e., ambient 
water and food), as would occur in nature. Bioconcentration reflects 
uptake of a substance by aquatic organisms exposed to the substance only 
through the ambient water. Both BAFs and bioconcentration factors (BCFs) 
are proportionality constants that describe the relationship between the 
concentration of a substance in aquatic organisms and its concentration 
in the ambient water. For the Guidance in this part, BAFs, rather than 
BCFs, are used to calculate Tier I criteria for human health and 
wildlife and Tier II values for human health because they

[[Page 506]]

better account for the total exposure of aquatic organisms to chemicals.
    C. For organic chemicals, baseline BAFs can be derived using four 
methods. Measured baseline BAFs are derived from field-measured BAFs; 
predicted baseline BAFs are derived using biota-sediment accumulation 
factors (BSAFs) or are derived by multiplying a laboratory-measured or 
predicted BCF by a food-chain multiplier (FCM). The lipid content of the 
aquatic organisms is used to account for partitioning of organic 
chemicals within organisms so that data from different tissues and 
species can be integrated. In addition, the baseline BAF is based on the 
concentration of freely dissolved organic chemicals in the ambient water 
to facilitate extrapolation from one water to another.
    D. For inorganic chemicals, baseline BAFs can be derived using two 
of the four methods. Baseline BAFs are derived using either field-
measured BAFs or by multiplying laboratory-measured BCFs by a FCM. For 
inorganic chemicals, BAFs are assumed to equal BCFs (i.e., the FCM is 
1.0), unless chemical-specific biomagnification data support using a FCM 
other than 1.0.
    E. Because both humans and wildlife consume fish from both trophic 
levels 3 and 4, two baseline BAFs are needed to calculate either a human 
health criterion or value or a wildlife criterion for a chemical. When 
appropriate, ingestion through consumption of invertebrates, plants, 
mammals, and birds in the diet of wildlife species to be protected may 
be taken into account.

                             II. Definitions

    Baseline BAF. For organic chemicals, a BAF that is based on the 
concentration of freely dissolved chemical in the ambient water and 
takes into account the partitioning of the chemical within the organism; 
for inorganic chemicals, a BAF that is based on the wet weight of the 
tissue.
    Baseline BCF. For organic chemicals, a BCF that is based on the 
concentration of freely dissolved chemical in the ambient water and 
takes into account the partitioning of the chemical within the organism; 
for inorganic chemicals, a BCF that is based on the wet weight of the 
tissue.
    Bioaccumulation. The net accumulation of a substance by an organism 
as a result of uptake from all environmental sources.
    Bioaccumulation factor (BAF). The ratio (in L/kg) of a substance's 
concentration in tissue of an aquatic organism to its concentration in 
the ambient water, in situations where both the organism and its food 
are exposed to and the ratio does not change substantially over time.
    Bioconcentration. The net accumulation of a substance by an aquatic 
organism as a result of uptake directly from the ambient water through 
gill membranes or other external body surfaces.
    Bioconcentration factor (BCF). The ratio (in L/kg) of a substance's 
concentration in tissue of an aquatic organism to its concentration in 
the ambient water, in situations where the organism is exposed through 
the water only and the ratio does not change substantially over time.
    Biota-sediment accumulation factor (BSAF). The ratio (in kg of 
organic carbon/kg of lipid) of a substance's lipid-normalized 
concentration in tissue of an aquatic organism to its organic carbon-
normalized concentration in surface sediment, in situations where the 
ratio does not change substantially over time, both the organism and its 
food are exposed, and the surface sediment is representative of average 
surface sediment in the vicinity of the organism.
    Depuration. The loss of a substance from an organism as a result of 
any active or passive process.
    Food-chain multiplier (FCM). The ratio of a BAF to an appropriate 
BCF.
    Octanol-water partition coefficient (KOW). The ration of 
the concentration of a substance in the n-octanol phase to its 
concentration in the aqueous phase in an equilibrated two-phase octanol-
water system. For log KOW, the log of the octanol-water 
partition coefficient is a base 10 logarithm.
    Uptake. Acquisition of a substance from the environment by an 
organism as a result of any active or passive process.

                    III. Review and Selection of Data

    A. Data Sources. Measured BAFs, BSAFs and BCFs are assembled from 
available sources including the following:
    1. EPA Ambient Water Quality Criteria documents issued after January 
1, 1980.
    2. Published scientific literature.
    3. Reports issued by EPA or other reliable sources.
    4. Unpublished data.
    One useful source of references is the Aquatic Toxicity Information 
Retrieval (AQUIRE) database.
    B. Field-Measured BAFs. The following procedural and quality 
assurance requirements shall be met for field-measured BAFs:
    1. The field studies used shall be limited to those conducted in the 
Great Lakes System with fish at or near the top of the aquatic food 
chain (i.e., in trophic levels 3 and/or 4).
    2. The trophic level of the fish species shall be determined.
    3. The site of the field study should not be so unique that the BAF 
cannot be extrapolated to other locations where the criteria and values 
will apply.
    4. For organic chemicals, the percent lipid shall be either measured 
or reliably estimated for the tissue used in the determination of the 
BAF.

[[Page 507]]

    5. The concentration of the chemical in the water shall be measured 
in a way that can be related to particulate organic carbon (POC) and/or 
dissolved organic carbon (DOC) and should be relatively constant during 
the steady-state time period.
    6. For organic chemicals with log KOW greater than four, 
the concentrations of POC and DOC in the ambient water shall be either 
measured or reliably estimated.
    7. For inorganic and organic chemicals, BAFs shall be used only if 
they are expressed on a wet weight basis; BAFs reported on a dry weight 
basis cannot be converted to wet weight unless a conversion factor is 
measured or reliably estimated for the tissue used in the determination 
of the BAF.
    C. Field-Measured BSAFs. The following procedural and quality 
assurance requirements shall be met for field-measured BSAFs:
    1. The field studies used shall be limited to those conducted in the 
Great Lakes System with fish at or near the top of the aquatic food 
chain (i.e., in trophic levels 3 and/or 4).
    2. Samples of surface sediments (0-1 cm is ideal) shall be from 
locations in which there is net deposition of fine sediment and is 
representative of average surface sediment in the vicinity of the 
organism.
    3. The KOW s used shall be acceptable quality as 
described in section III.F below.
    4. The site of the field study should not be so unique that the 
resulting BAF cannot be extrapolated to other locations where the 
criteria and values will apply.
    5. The tropic level of the fish species shall be determined.
    6. The percent lipid shall be either measured or reliably estimated 
for the tissue used in the determination of the BAF.
    D. Laboratory-Measured BCFs. The following procedural and quality 
assurance requirements shall be met for laboratory-measured BCFs:
    1. The test organism shall not be diseased, unhealthy, or adversely 
affected by the concentration of the chemical.
    2. The total concentration of the chemical in the water shall be 
measured and should be relatively constant during the steady-state time 
period.
    3. The organisms shall be exposed to the chemical using a flow-
through or renewal procedure.
    4. For organic chemicals, the percent lipid shall be either measured 
or reliably estimated for the tissue used in the determination of the 
BCF.
    5. For organic chemicals with log KOW greater than four, 
the concentrations of POC and DOC in the test solution shall be either 
measured or reliably estimated.
    6. Laboratory-measured BCFs should be determined using fish species, 
but BCFs determined with molluscs and other invertebrates may be used 
with caution. For example, because invertebrates metabolize some 
chemicals less efficiently than vertebrates, a baseline BCF determined 
for such a chemical using invertebrates is expected to be higher than a 
comparable baseline BCF determined using fish.
    7. If laboratory-measured BCFs increase or decrease as the 
concentration of the chemical increases in the test solutions in a 
bioconcentration test, the BCF measured at the lowest test concentration 
that is above concentrations existing in the control water shall be used 
(i.e., a BCF should be calculated from a control treatment). The 
concentrations of an inorganic chemical in a bioconcentration test 
should be greater than normal background levels and greater than levels 
required for normal nutrition of the test species if the chemical is a 
micronutrient, but below levels that adversely affect the species. 
Bioaccummulation of an inorganic chemical might be overestimated if 
concentrations are at or below normal background levels due to, for 
example, nutritional requirements of the test organisms.
    8. For inorganic and organic chemicals, BCFs shall be used only if 
they are expressed on a wet weight basis. BCFs reported on a dry weight 
basis cannot be converted to wet weight unless a conversion factor is 
measured or reliably estimated for the tissue used in the determination 
of the BAF.
    9. BCFs for organic chemicals may be based on measurement or 
radioactivity only when the BCF is intended to include metabolites or 
when there is confidence that there is no interference due to 
metabolites.
    10. The calculation of the BCF must appropriately address growth 
dilution.
    11. Other aspects of the methodology used should be similar to those 
described by ASTM (1990).
    E. Predicted BCFs. The following procedural and quality assurance 
requirements shall be met for predicted BCFs:
    1. The KOW used shall be of acceptable quality as 
described in section III.F below.
    2. The predicted baseline BCF shall be calculated using the 
equation: predicted baseline BCF = KOW
    where:
    KOW = octanol-water partition coefficient.
    F. Octanol-Water Partition Coefficient (KOW). 1. The 
value of KOW used for an organic chemical shall be determined 
by giving priority to the experimental and computational techniques used 
as follows:
    Log KOW < 4:

------------------------------------------------------------------------
                 Priority                             Technique
------------------------------------------------------------------------
1.........................................  Slow-stir.
1.........................................  Generator-column.
1.........................................  Shake-flask.
2.........................................  Reverse-phase liquid
                                             chromatography on C18
                                             chromatography packing with
                                             extrapolation to zero
                                             percent solvent.

[[Page 508]]


3.........................................  Reverse-phase liquid
                                             chromatography on C18
                                             chromatography packing
                                             without extrapolation to
                                             zero percent solvent.
4.........................................  Calculated by the CLOGP
                                             program.
------------------------------------------------------------------------

    Log KOW  4:

------------------------------------------------------------------------
             Priority                             Technique
------------------------------------------------------------------------
1.................................  Slow Stir.
1.................................  Generator-column.
2.................................  Reverse-phase liquid chromatography
                                     on C18 chromatography packing with
                                     extrapolation to zero percent
                                     solvent.
3.................................  Reverse-phase liquid chromatography
                                     on C18 chromatography packing
                                     without extrapolation to zero
                                     percent solvent.
4.................................  Shake-flask.
5.................................  Calculated by the CLOGP program.
------------------------------------------------------------------------

    2. The CLOGP program is a computer program available from Pomona 
College. A value of KOW that seems to be different from the 
others should be considered an outlier and not used. The value of 
KOW used for an organic chemical shall be the geometric mean 
of the available KOW s with highest priority or can be 
calculated from the arithmetic mean of the available log KOW 
with the highest priority. Because it is an intermediate value in the 
derivation of a BAF, the value used for the KOW of a chemical 
should not be rounded to fewer than three significant digits and a value 
for log KOW should not be rounded to fewer than three 
significant digits after the decimal point.
    G. This methodology provides overall guidance for the derivation of 
BAFs, but it cannot cover all the decisions that must be made in the 
review and selection of acceptable data. Professional judgment is 
required throughout the process. A degree of uncertainty is associated 
with the determination of any BAF, BSAF, BCF or KOW. The 
amount of uncertainty in a baseline BAF depends on both the quality of 
data available and the method used to derive the BAF.
    H. Hereinafter in this methodology, the terms BAF, BSAF, BCF and 
KOW refer to ones that are consistent with the procedural and 
quality assurance requirements given above.

               IV. Four Methods for Deriving Baseline BAFs

    Baseline BAFs shall be derived using the following four methods, 
which are listed from most preferred to least preferred:
    A. A measured baseline BAF for an organic or inorganic chemical 
derived from a field study of acceptable quality.
    B. A predicted baseline BAF for an organic chemical derived using 
field-measured BSAFs of acceptable quality.
    C. A predicted baseline BAF for an organic or inorganic chemical 
derived from a BCF measured in a laboratory study of acceptable quality 
and a FCM.
    D. A predicted baseline BAF for an organic chemical derived from a 
KOW of acceptable quality and a FCM.
    For comparative purposes, baseline BAFs should be derived for each 
chemical by as many of the four methods as available data allow.

          V. Calculation of Baseline BAFs for Organic Chemicals

    A. Lipid Normalization. 1. It is assumed that BAFs and BCFs for 
organic chemicals can be extrapolated on the basis of percent lipid from 
one tissue to another and from one aquatic species to another in most 
cases.
    2. Because BAFs and BCFs for organic chemicals are related to the 
percent lipid, it does not make any difference whether the tissue sample 
is whole body or edible portion, but both the BAF (or BCF) and the 
percent lipid must be determined for the same tissue. The percent lipid 
of the tissue should be measured during the BAF or BCF study, but in 
some cases it can be reliably estimated from measurements on tissue from 
other organisms. If percent lipid is not reported for the test organisms 
in the original study, it may be obtained from the author; or, in the 
case of a laboratory study, lipid data for the same or a comparable 
laboratory population of test organisms that were used in the original 
study may be used.
    3. The lipid-normalized concentration, Cl, of a chemical 
in tissue is defined using the following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.100

Where:

CB=concentration of the organic chemical in the tissue of 
aquatic biota (either whole organism or specified tissue) ([micro]g/g).
fl=fraction of the tissue that is lipid.

    B. Bioavailability. By definition, baseline BAFs and BCFs for 
organic chemicals, whether measured or predicted are based on the 
concentration of the chemical that is freely dissolved in the ambient 
water in order to account for bioavailability. For the purposes of this 
Guidance in this part, the relationship between the total concentration 
of the chemical in the water (i.e., that which is freely dissolved plus 
that which is sorbed to particulate organic carbon or to dissolved 
organic carbon) to the freely dissolved concentration of the chemical in 
the ambient water shall be calculated using the following equation:

[[Page 509]]

[GRAPHIC] [TIFF OMITTED] TR23MR95.101

Where:

C\fd\w=freely dissolved concentration of the organic chemical 
in the ambient water;
C\t\w=total concentration of the organic chemical in the 
ambient water;
ffd=fraction of the total chemical in the ambient water that 
is freely dissolved.

    The fraction of the total chemical in the ambient water that is 
freely dissolved, ffd, shall be calculated using the 
following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.102

Where:

DOC=concentration of dissolved organic carbon, kg of dissolved organic 
carbon/L of water.
KOW=octanol-water partition coefficient of the chemical.
POC=concentration of particulate organic carbon, kg of particulate 
organic carbon/L of water.

    C. Food-Chain Multiplier. In the absence of a field-measured BAF or 
a predicted BAF derived from a BSAF, a FCM shall be used to calculate 
the baseline BAF for trophic levels 3 and 4 from a laboratory-measured 
or predicted BCF. For an organic chemical, the FCM used shall be derived 
from Table B-1 using the chemical's log KOW and linear 
interpolation. A FCM greater than 1.0 applies to most organic chemicals 
with a log KOW of four or more. The trophic level used shall 
take into account the age or size of the fish species consumed by the 
human, avian or mammalian predator because, for some species of fish, 
the young are in trophic level 3 whereas the adults are in trophic level 
4.
    D. Calculation of a Baseline BAF from a Field-Measured BAF. A 
baseline BAF shall be calculated from a field-measured BAF of acceptable 
quality using the following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.103

Where:

BAF\t\T=BAF based on total concentration in tissue and water.
fl=fraction of the tissue that is lipid.
ffd=fraction of the total chemical that is freely dissolved 
in the ambient water.

The trophic level to which the baseline BAF applies is the same as the 
trophic level of the organisms used in the determination of the field-
measured BAF. For each trophic level, a species mean measured baseline 
BAF shall be calculated as the geometric mean if more than one measured 
baseline BAF is available for a given species. For each trophic level, 
the geometric mean of the species mean measured baseline BAFs shall be 
calculated. If a baseline BAF based on a measured BAF is available for 
either trophic level 3 or 4, but not both, a measured baseline BAF for 
the other trophic level shall be calculated using the ratio of the FCMs 
that are obtained by linear interpolation from Table B-1 for the 
chemical.
    E. Calculation of a Baseline BAF from a Field-Measured BSAF. 1. A 
baseline BAF for organic chemical ``i'' shall be calculated from a 
field-measured BSAF of acceptable quality using the following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.105

Where:

(BSAF)i=BSAF for chemical ``i''.
(BSAF)r=BSAF for the reference chemical ``r''.
(KOW)i=octanol-water partition coefficient for 
chemical ``i''.
(KOW)r=octanol-water partition coefficient for the 
reference chemical ``r''.

    2. A BSAF shall be calculated using the following equation:

[[Page 510]]

[GRAPHIC] [TIFF OMITTED] TR23MR95.106

Where:

Ct=the lipid-normalized concentration of the chemical in 
tissue.
CSOC=the organic carbon-normalized concentration of the 
chemical in sediment.
    3. The organic carbon-normalized concentration of a chemical in 
sediment, CSOC, shall be calculated using the following 
equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.107

Where:
CS=concentration of chemical in sediment ([micro]g/g 
sediment).
fOC=fraction of the sediment that is organic carbon.

    4. Predicting BAFs from BSAFs requires data from a steady-state (or 
near steady-state) condition between sediment and ambient water for both 
a reference chemical ``r'' with a field-measured BAFl fd and 
other chemicals ``n=i'' for which BSAFs are to be determined.
    5. The trophic level to which the baseline BAF applies is the same 
as the trophic level of the organisms used in the determination of the 
BSAF. For each trophic level, a species mean baseline BAF shall be 
calculated as the geometric mean if more than one baseline BAF is 
predicted from BSAFs for a given species. For each trophic level, the 
geometric mean of the species mean baseline BAFs derived using BSAFs 
shall be calculated.
    6. If a baseline BAF based on a measured BSAF is available for 
either trophic level 3 or 4, but not both, a baseline BAF for the other 
trophic level shall be calculated using the ratio of the FCMs that are 
obtained by linear interpolation from Table B-1 for the chemical.
    F. Calculation of a Baseline BAF from a Laboratory-Measured BCF. A 
baseline BAF for trophic level 3 and a baseline BAF for trophic level 4 
shall be calculated from a laboratory-measured BCF of acceptable quality 
and a FCM using the following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.108

Where:

BCF\t\T=BCF based on total concentration in tissue and water.
fl=fraction of the tissue that is lipid.
ffd=fraction of the total chemical in the test water that is 
freely dissolved.
FCM=the food-chain multiplier obtained from Table B-1 by linear 
interpolation for trophic level 3 or 4, as necessary.

For each trophic level, a species mean baseline BAF shall be calculated 
as the geometric mean if more than one baseline BAF is predicted from 
laboratory-measured BCFs for a given species. For each trophic level, 
the geometric mean of the species mean baseline BAFs based on 
laboratory-measured BCFs shall be calculated.
    G. Calculation of a Baseline BAF from an Octanol-Water Partition 
Coefficient. A baseline BAF for trophic level 3 and a baseline BAF for 
trophic level 4 shall be calculated from a KOW of acceptable 
quality and a FCM using the following equation:
    Baseline BAF=(FCM) (predicted baseline BCF)=(FCM) (KOW)

Where:

FCM=the food-chain multiplier obtained from Table B-1 by linear 
interpolation for trophic level 3 or 4, as necessary.
KOW=octanol-water partition coefficient.

        VI. Human Health and Wildlife BAFs for Organic Chemicals

    A. To calculate human health and wildlife BAFs for an organic 
chemical, the KOW of the chemical shall be used with a POC 
concentration of 0.00000004 kg/L and a DOC concentration of 0.000002 kg/
L to yield the fraction freely dissolved:

[[Page 511]]

[GRAPHIC] [TIFF OMITTED] TR23MR95.109

    B. The human health BAFs for an organic chemical shall be calculated 
using the following equations:
    For trophic level 3:
    [GRAPHIC] [TIFF OMITTED] TR23MR95.110
    
    For trophic level 4:
    [GRAPHIC] [TIFF OMITTED] TR23MR95.111
    
Where:
    0.0182 and 0.0310 are the standardized fraction lipid values for 
trophic levels 3 and 4, respectively, that are used to derive human 
health criteria and values for the GLI.
    C. The wildlife BAFs for an organic chemical shall be calculated 
using the following equations:
    For trophic level 3:
    [GRAPHIC] [TIFF OMITTED] TR23MR95.112
    
    For trophic level 4:
    [GRAPHIC] [TIFF OMITTED] TR23MR95.113
    
Where:
    0.0646 and 0.1031 are the standardized fraction lipid values for 
trophic levels 3 and 4, respectively, that are used to derive wildlife 
criteria for the GLI.

       VII. Human Health and Wildlife BAFs for Inorganic Chemicals

    A. For inorganic chemicals, the baseline BAFs for trophic levels 3 
and 4 are both assumed to equal the BCF determined for the chemical with 
fish, i.e., the FCM is assumed

[[Page 512]]

to be 1 for both trophic levels 3 and 4. However, a FCM greater than 1 
might be applicable to some metals, such as mercury, if, for example, an 
organometallic form of the metal biomagnifies.
    B. BAFs for Human Health Criteria and Values.
    1. Measured BAFs and BCFs used to determine human health BAFs for 
inorganic chemicals shall be based on edible tissue (e.g., muscle) of 
freshwater fish unless it is demonstrated that whole-body BAFs or BCFs 
are similar to edible-tissue BAFs or BCFs. BCFs and BAFs based on 
measurements of aquatic plants and invertebrates should not be used in 
the derivation of human health criteria and values.
    2. If one or more field-measured baseline BAFs for an inorganic 
chemical are available from studies conducted in the Great Lakes System 
with the muscle of fish:
    a. For each trophic level, a species mean measured baseline BAF 
shall be calculated as the geometric mean if more than one measured BAF 
is available for a given species; and
    b. For each trophic level, the geometric mean of the species mean 
measured baseline BAFs shall be used as the human health BAF for that 
chemical.
    3. If an acceptable measured baseline BAF is not available for an 
inorganic chemical and one or more acceptable edible-portion laboratory-
measured BCFs are available for the chemical, a predicted baseline BAF 
shall be calculated by multiplying the geometric mean of the BCFs times 
a FCM. The FCM will be 1.0 unless chemical-specific biomagnification 
data support using a multiplier other than 1.0. The predicted baseline 
BAF shall be used as the human health BAF for that chemical.
    C. BAFs for Wildlife Criteria.
    1. Measured BAFs and BCFs used to determine wildlife BAFs for 
inorganic chemicals shall be based on whole-body freshwater fish and 
invertebrate data unless it is demonstrated that edible-tissue BAFs or 
BCFs are similar to whole-body BAFs or BCFs.
    2. If one or more field-measured baseline BAFs for an inorganic 
chemical are available from studies conducted in the Great Lakes System 
with whole body of fish or invertebrates:
    a. For each trophic level, a species mean measured baseline BAF 
shall be calculated as the geometric mean if more than one measured BAF 
is available for a given species.
    b. For each trophic level, the geometric mean of the species mean 
measured baseline BAFs shall be used as the wildlife BAF for that 
chemical.
    3. If an acceptable measured baseline BAF is not available for an 
inorganic chemical and one or more acceptable whole-body laboratory-
measured BCFs are available for the chemical, a predicted baseline BAF 
shall be calculated by multiplying the geometric mean of the BCFs times 
a FCM. The FCM will be 1.0 unless chemical-specific biomagnification 
data support using a multiplier other than 1.0. The predicted baseline 
BAF shall be used as the wildlife BAF for that chemical.

                           VIII. Final Review

    For both organic and inorganic chemicals, human health and wildlife 
BAFs for both trophic levels shall be reviewed for consistency with all 
available data concerning the bioaccumulation, bioconcentration, and 
metabolism of the chemical. For example, information concerning octanol-
water partitioning, molecular size, or other physicochemical properties 
that might enhance or inhibit bioaccumulation should be considered for 
organic chemicals. BAFs derived in accordance with this methodology 
should be modified if changes are justified by available data.

                          IX. Literature Cited

    ASTM. 1990. Standard Practice for Conducting Bioconcentration Tests 
with Fishes and Saltwater Bivalve Molluscs. Standard E 1022. American 
Society for Testing and Materials, Philadelphia, PA.

      Table B-1--Food-Chain Multipliers for Trophic Levels 2, 3 & 4
------------------------------------------------------------------------
                                     Trophic     Trophic\1\    Trophic
             Log KOW                 level 2      level 3      level 4
------------------------------------------------------------------------
2.0..............................        1.000        1.005        1.000
2.5..............................        1.000        1.010        1.002
3.0..............................        1.000        1.028        1.007
3.1..............................        1.000        1.034        1.007
3.2..............................        1.000        1.042        1.009
3.3..............................        1.000        1.053        1.012
3.4..............................        1.000        1.067        1.014
3.5..............................        1.000        1.083        1.019
3.6..............................        1.000        1.103        1.023
3.7..............................        1.000        1.128        1.033
3.8..............................        1.000        1.161        1.042
3.9..............................        1.000        1.202        1.054
4.0..............................        1.000        1.253        1.072
4.1..............................        1.000        1.315        1.096
4.2..............................        1.000        1.380        1.130
4.3..............................        1.000        1.491        1.178
4.4..............................        1.000        1.614        1.242
4.5..............................        1.000        1.766        1.334
4.6..............................        1.000        1.950        1.459
4.7..............................        1.000        2.175        1.633
4.8..............................        1.000        2.452        1.871
4.9..............................        1.000        2.780        2.193
5.0..............................        1.000        3.181        2.612
5.1..............................        1.000        3.643        3.162
5.2..............................        1.000        4.188        3.873
5.3..............................        1.000        4.803        4.742
5.4..............................        1.000        5.502        5.821
5.5..............................        1.000        6.266        7.079
5.6..............................        1.000        7.096        8.551
5.7..............................        1.000        7.962       10.209
5.8..............................        1.000        8.841       12.050
5.9..............................        1.000        9.716       13.964
6.0..............................        1.000       10.556       15.996

[[Page 513]]


6.1..............................        1.000       11.337       17.783
6.2..............................        1.000       12.064       19.907
6.3..............................        1.000       12.691       21.677
6.4..............................        1.000       13.228       23.281
6.5..............................        1.000       13.662       24.604
6.6..............................        1.000       13.980       25.645
6.7..............................        1.000       14.223       26.363
6.8..............................        1.000       14.355       26.669
6.9..............................        1.000       14.388       26.669
7.0..............................        1.000       14.305       26.242
7.1..............................        1.000       14.142       25.468
7.2..............................        1.000       13.852       24.322
7.3..............................        1.000       13.474       22.856
7.4..............................        1.000       12.987       21.038
7.5..............................        1.000       12.517       18.967
7.6..............................        1.000       11.708       16.749
7.7..............................        1.000       10.914       14.388
7.8..............................        1.000       10.069       12.050
7.9..............................        1.000        9.162        9.840
8.0..............................        1.000        8.222        7.798
8.1..............................        1.000        7.278        6.012
8.2..............................        1.000        6.361        4.519
8.3..............................        1.000        5.489        3.311
8.4..............................        1.000        4.683        2.371
8.5..............................        1.000        3.949        1.663
8.6..............................        1.000        3.296        1.146
8.7..............................        1.000        2.732        0.778
8.8..............................        1.000        2.246        0.521
8.9..............................        1.000        1.837        0.345
9.0..............................        1.000        1.493        0.226
------------------------------------------------------------------------
\1\ The FCMs for trophic level 3 are the geometric mean of the FCMs for
  sculpin and alewife.

      Appendix C to Part 132--Great Lakes Water Quality Initiative 
    Methodologies for Development of Human Health Criteria and Values

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this appendix.

                             I. Introduction

    Great Lakes States and Tribes shall adopt provisions consistent with 
this appendix C to ensure protection of human health.
    A. Goal. The goal of the human health criteria for the Great Lakes 
System is the protection of humans from unacceptable exposure to 
toxicants via consumption of contaminated fish and drinking water and 
from ingesting water as a result of participation in water-oriented 
recreational activities.
    B. Definitions.
    Acceptable daily exposure (ADE). An estimate of the maximum daily 
dose of a substance which is not expected to result in adverse noncancer 
effects to the general human population, including sensitive subgroups.
    Adverse effect. Any deleterious effect to organisms due to exposure 
to a substance. This includes effects which are or may become 
debilitating, harmful or toxic to the normal functions of the organism, 
but does not include non-harmful effects such as tissue discoloration 
alone or the induction of enzymes involved in the metabolism of the 
substance.
    Carcinogen. A substance which causes an increased incidence of 
benign or malignant neoplasms, or substantially decreases the time to 
develop neoplasms, in animals or humans. The classification of 
carcinogens is discussed in section II.A of appendix C to part 132.
    Human cancer criterion (HCC). A Human Cancer Value (HCV) for a 
pollutant that meets the minimum data requirements for Tier I specified 
in appendix C.
    Human cancer value (HCV). The maximum ambient water concentration of 
a substance at which a lifetime of exposure from either: drinking the 
water, consuming fish from the water, and water-related recreation 
activities; or consuming fish from the water, and water-related 
recreation activities, will represent a plausible upper-bound risk of 
contracting cancer of one in 100,000 using the exposure assumptions 
specified in the Methodologies for the Development of Human Health 
Criteria and Values in appendix C of this part.
    Human noncancer criterion (HNC). A Human Noncancer Value (HNV) for a 
pollutant that meets the minimum data requirements for Tier I specified 
in appendix C of this part.
    Human noncancer value (HNV). The maximum ambient water concentration 
of a substance at which adverse noncancer effects are not likely to 
occur in the human population from lifetime exposure via either: 
drinking the water, consuming fish from the water, and water-related 
recreation activities; or consuming fish from the water, and water-
related recreation activities using the Methodologies for the 
Development of Human Health criteria and Values in appendix C of this 
part.
    Linearized multi-stage model. A conservative mathematical model for 
cancer risk assessment. This model fits linear dose-response curves to 
low doses. It is consistent with a no-threshold model of carcinogenesis, 
i.e., exposure to even a very small amount of the substance is assumed 
to produce a finite increased risk of cancer.
    Lowest observed adverse effect level (LOAEL). The lowest tested dose 
or concentration of a substance which resulted in an observed adverse 
effect in exposed test organisms when all higher doses or concentrations 
resulted in the same or more severe effects.
    No observed adverse effect level (NOAEL). The highest tested dose or 
concentration of a substance which resulted in no observed adverse 
effect in exposed test organisms where higher doses or concentrations 
resulted in an adverse effect.
    Quantitative structure activity relationship (OSAR) or structure 
activity relationship (SAR). A mathematical relationship between a

[[Page 514]]

property (activity) of a chemical and a number of descriptors of the 
chemical. These descriptors are chemical or physical characteristics 
obtained experimentally or predicted from the structure of the chemical.
    Relative source contribution (RSC). The factor (percentage) used in 
calculating an HNV or HNC to account for all sources of exposure to a 
contaminant. The RSC reflects the percent of total exposure which can be 
attributed to surface water through water intake and fish consumption.
    Risk associated dose (RAD). A dose of a known or presumed 
carcinogenic substance in (mg/kg/day) which, over a lifetime of 
exposure, is estimated to be associated with a plausible upper bound 
incremental cancer risk equal to one in 100,000.
    Slope factor. Also known as q1*, slope factor is the 
incremental rate of cancer development calculated through use of a 
linearized multistage model or other appropriate model. It is expressed 
in (mg/kg/day) of exposure to the chemical in question.
    Threshold effect. An effect of a substance for which there is a 
theoretical or empirically established dose or concentration below which 
the effect does not occur.
    Uncertainty factor (UF). One of several numeric factors used in 
operationally deriving criteria from experimental data to account for 
the quality or quantity of the available data.
    C. Level of Protection. The criteria developed shall provide a level 
of protection likely to be without appreciable risk of carcinogenic and/
or noncarcinogenic effects. Criteria are a function of the level of 
designated risk or no adverse effect estimation, selection of data and 
exposure assumptions. Ambient criteria for single carcinogens shall not 
be set at a level representing a lifetime upper-bound incremental risk 
greater than one in 100,000 of developing cancer using the hazard 
assessment techniques and exposure assumptions described herein. 
Criteria affording protection from noncarcinogenic effects shall be 
established at levels that, taking into account uncertainties, are 
considered likely to be without an appreciable risk of adverse human 
health effects (i.e., acute, subchronic and chronic toxicity including 
reproductive and developmental effects) during a lifetime of exposure, 
using the risk assessment techniques and exposure assumptions described 
herein.
    D. Two-tiered Classification. Chemical concentration levels in 
surface water protective of human health shall be derived based on 
either a Tier I or Tier II classification. The two Tiers are primarily 
distinguished by the amount of toxicity data available for deriving the 
concentration levels and the quantity and quality of data on 
bioaccumulation.

                      II. Minimum Data Requirements

    The best available toxicity data on the adverse health effects of a 
chemical and the best data on bioaccumulation factors shall be used when 
developing human health Tier I criteria or Tier II values. The best 
available toxicity data shall include data from well-conducted 
epidemiologic and/or animal studies which provide, in the case of 
carcinogens, an adequate weight of evidence of potential human 
carcinogenicity and, in the case of noncarcinogens, a dose-response 
relationship involving critical effects biologically relevant to humans. 
Such information should be obtained from the EPA Integrated Risk 
Information System (IRIS) database, the scientific literature, and other 
informational databases, studies and/or reports containing adverse 
health effects data of adequate quality for use in this procedure. 
Strong consideration shall be given to the most currently available 
guidance provided by IRIS in deriving criteria or values, supplemented 
with any recent data not incorporated into IRIS. When deviations from 
IRIS are anticipated or considered necessary, it is strongly recommended 
that such actions be communicated to the EPA Reference Dose (RfD) and/or 
the Cancer Risk Assessment Verification Endeavor (CRAVE) workgroup 
immediately. The best available bioaccumulation data shall include data 
from field studies and well-conducted laboratory studies.
    A. Carcinogens. Tier I criteria and Tier II values shall be derived 
using the methodologies described in section III.A of this appendix when 
there is adequate evidence of potential human carcinogenic effects for a 
chemical. It is strongly recommended that the EPA classification system 
for chemical carcinogens, which is described in the 1986 EPA Guidelines 
for Carcinogenic Risk Assessment (U.S. EPA, 1986), or future 
modifications thereto, be used in determining whether adequate evidence 
of potential carcinogenic effects exists. Carcinogens are classified, 
depending on the weight of evidence, as either human carcinogens, 
probable human carcinogens, or possible human carcinogens. The human 
evidence is considered inadequate and therefore the chemical cannot be 
classified as a human carcinogen, if one of two conditions exists: (a) 
there are few pertinent data, or (b) the available studies, while 
showing evidence of association, do not exclude chance, bias, or 
confounding and therefore a casual interpretation is not credible. The 
animal evidence is considered inadequate, and therefore the chemical 
cannot be classified as a probable or possible human carcinogen, when, 
because of major qualitative or quantitative limitations, the evidence 
cannot be interpreted as showing either the presence or absence of a 
carcinogenic effect.

[[Page 515]]

    Chemicals are described as ``human carcinogens'' when there is 
sufficient evidence from epidemiological studies to support a causal 
association between exposure to the chemicals and cancer. Chemicals 
described as ``probable human carcinogens'' include chemicals for which 
the weight of evidence of human carcinogenicity based on epidemiological 
studies is limited. Limited human evidence is that which indicates that 
a causal interpretation is credible, but that alternative explanations, 
such as chance, bias, or confounding, cannot adequately be excluded. 
Probable human carcinogens are also agents for which there is sufficient 
evidence from animal studies and for which there is inadequate evidence 
or no data from epidemiologic studies. Sufficient animal evidence is 
data which indicates that there is an increased incidence of malignant 
tumors or combined malignant and benign tumors: (a) in multiple species 
or strains; (b) in multiple experiments (e.g., with different routes of 
administration or using different dose levels); or (c) to an unusual 
degree in a single experiment with regard to high incidence, unusual 
site or type of tumor, or early age at onset. Additional evidence may be 
provided by data on dose-response effects, as well as information from 
short-term tests (such as mutagenicity/genotoxicity tests which help 
determine whether the chemical interacts directly with DNA) or on 
chemical structure, metabolism or mode of action.
    ``Possible human carcinogens'' are chemicals with limited evidence 
of carcinogenicity in animals in the absence of human data. Limited 
animal evidence is defined as data which suggests a carcinogenic effect 
but are limited because: (a) The studies involve a single species, 
strain, or experiment and do not meet criteria for sufficient evidence 
(see preceding paragraph); or (b) the experiments are restricted by 
inadequate dosage levels, inadequate duration of exposure to the agent, 
inadequate period of follow-up, poor survival, too few animals, or 
inadequate reporting; or (c) the studies indicate an increase in the 
incidence of benign tumors only. More specifically, this group can 
include a wide variety of evidence, e.g., (a) a malignant tumor response 
in a single well-conducted experiment that does not meet conditions for 
sufficient evidence, (b) tumor response of marginal statistical 
significance in studies having inadequate design or reporting, (c) 
benign but not malignant tumors with an agent showing no response in a 
variety of short-term tests for mutagenicity, and (d) response of 
marginal statistical significance in a tissue known to have a high or 
variable background rate.
    1. Tier I: Weight of evidence of potential human carcinogenic 
effects sufficient to derive a Tier I HCC shall generally include human 
carcinogens, probable human carcinogens and can include, on a case-by-
case basis, possible human carcinogens if studies have been well-
conducted albeit based on limited evidence, when compared to studies 
used in classifying human and probable human carcinogens. The decision 
to use data on a possible human carcinogen for deriving Tier I criteria 
shall be a case-by-case determination. In determining whether to derive 
a Tier I HCC, additional evidence that shall be considered includes but 
is not limited to available information on mode of action, such as 
mutagenicity/genotoxicity (determinations of whether the chemical 
interacts directly with DNA), structure activity, and metabolism.
    2. Tier II: Weight of evidence of possible human carcinogenic 
effects sufficient to derive a Tier II human cancer value shall include 
those possible human carcinogens for which there are at a minimum, data 
sufficient for quantitative risk assessment, but for which data are 
inadequate for Tier I criterion development due to a tumor response of 
marginal statistical significance or inability to derive a strong dose-
response relationship. In determining whether to derive Tier II human 
cancer values, additional evidence that shall be considered includes but 
is not limited to available information on mode of action such as 
mutagenicity/genotoxicity (determinations of whether the chemical 
interacts directly with DNA), structure activity and metabolism. As with 
the use of data on possible human carcinogens in developing Tier I 
criteria, the decision to use data on possible human carcinogens to 
derive Tier II values shall be made on a case-by-case basis.
    B. Noncarcinogens. All available toxicity data shall be evaluated 
considering the full range of possible health effects of a chemical, 
i.e., acute/subacute, chronic/subchronic and reproductive/developmental 
effects, in order to best describe the dose-response relationship of the 
chemical, and to calculate human noncancer criteria and values which 
will protect against the most sensitive endpoint(s) of toxicity. 
Although it is desirable to have an extensive database which considers a 
wide range of possible adverse effects, this type of data exists for a 
very limited number of chemicals. For many others, there is a range in 
quality and quantity of data available. To assure minimum reliability of 
criteria and values, it is necessary to establish a minimum database 
with which to develop Tier I criteria or Tier II values. The following 
represent the minimum data sets necessary for this procedure.
    1. Tier I: The minimum data set sufficient to derive a Tier I human 
HNC shall include at least one well-conducted epidemiologic study or 
animal study. A well-conducted epidemiologic study for a Tier I HNC must 
quantify exposure level(s) and demonstrate positive association between 
exposure to a chemical and adverse effect(s) in humans. A

[[Page 516]]

well-conducted study in animals must demonstrate a dose response 
relationship involving one or more critical effect(s) biologically 
relevant to humans. (For example, study results from an animal whose 
pharmacokinetics and toxicokinetics match those of a human would be 
considered most biologically relevant.) Ideally, the duration of a study 
should span multiple generations of exposed test species or at least a 
major portion of the lifespan of one generation. This type of data is 
currently very limited. By the use of uncertainty adjustments, shorter 
term studies (such as 90-day subchronic studies) with evaluation of more 
limited effect(s) may be used to extrapolate to longer exposures or to 
account for a variety of adverse effects. For Tier I criteria developed 
pursuant to this procedure, such a limited study must be conducted for 
at least 90 days in rodents or 10 percent of the lifespan of other 
appropriate test species and demonstrate a no observable adverse effect 
level (NOAEL). Chronic studies of one year or longer in rodents or 50 
percent of the lifespan or greater in other appropriate test species 
that demonstrate a lowest observable adverse effect level (LOAEL) may be 
sufficient for use in Tier I criterion derivation if the effects 
observed at the LOAEL were relatively mild and reversible as compared to 
effects at higher doses. This does not preclude the use of a LOAEL from 
a study (of chronic duration) with only one or two doses if the effects 
observed appear minimal when compared to effect levels observed at 
higher doses in other studies.
    2. Tier II: When the minimum data for deriving Tier I criteria are 
not available to meet the Tier I data requirements, a more limited 
database may be considered for deriving Tier II values. As with Tier I 
criteria, all available data shall be considered and ideally should 
address a range of adverse health effects with exposure over a 
substantial portion of the lifespan (or multiple generations) of the 
test species. When such data are lacking it may be necessary to rely on 
less extensive data in order to establish a Tier II value. With the use 
of appropriate uncertainty factors to account for a less extensive 
database, the minimum data sufficient to derive a Tier II value shall 
include a NOAEL from at least one well-conducted short-term repeated 
dose study. This study shall be of at least 28 days duration, in animals 
demonstrating a dose-response, and involving effects biologically 
relevant to humans. Data from studies of longer duration (greater than 
28 days) and LOAELs from such studies (greater than 28 days) may be more 
appropriate in some cases for derivation of Tier II values. Use of a 
LOAEL should be based on consideration of the following information: 
severity of effect, quality of the study and duration of the study.
    C. Bioaccumulation factors (BAFs).
    1. Tier I for Carcinogens and Noncarcinogens: To be considered a 
Tier I cancer or noncancer human health criterion, along with satisfying 
the minimum toxicity data requirements of sections II.A.1 and II.B.1 of 
this appendix, a chemical must have the following minimum 
bioaccumulation data. For all organic chemicals either: (a) a field-
measured BAF; (b) a BAF derived using the BSAF methodology; or (c) a 
chemical with a BAF less than 125 regardless of how the BAF was derived. 
For all inorganic chemicals, including organometals such as mercury, 
either: (a) a field-measured BAF or (b) a laboratory-measured BCF.
    2. Tier II for Carcinogens and Noncarcinogens: A chemical is 
considered a Tier II cancer or noncancer human health value if it does 
not meet either the minimum toxicity data requirements of sections 
II.A.1 and II.B.1 of this appendix or the minimum bioaccumulation data 
requirements of section II.C.1 of this appendix.

  III. Principles for Development of Tier I Criteria or Tier II Values

    The fundamental components of the procedure to calculate Tier I 
criteria or Tier II values are the same. However, certain of the aspects 
of the procedure designed to account for short-duration studies or other 
limitations in data are more likely to be relevant in deriving Tier II 
values than Tier I criteria.
    A. Carcinogens.
    1. A non-threshold mechanism of carcinogenesis shall be assumed 
unless biological data adequately demonstrate the existence of a 
threshold on a chemical-specific basis.
    2. All appropriate human epidemiologic data and animal cancer 
bioassay data shall be considered. Data specific to an environmentally 
appropriate route of exposure shall be used. Oral exposure should be 
used preferentially over dermal and inhalation since, in most cases, the 
exposure routes of greatest concern are fish consumption and drinking 
water/incidental ingestion. The risk associated dose shall be set at a 
level corresponding to an incremental cancer risk of one in 100,000. If 
acceptable human epidemiologic data are available for a chemical, it 
shall be used to derive the risk associated dose. If acceptable human 
epidemiologic data are not available, the risk associated dose shall be 
derived from available animal bioassay data. Data from a species that is 
considered most biologically relevant to humans (i.e., responds most 
like humans) is preferred where all other considerations regarding 
quality of data are equal. In the absence of data to distinguish the 
most relevant species, data from the most sensitive species tested, 
i.e., the species showing a carcinogenic effect at the lowest 
administered dose, shall generally be used.

[[Page 517]]

    3. When animal bioassay data are used and a non-threshold mechanism 
of carcinogenicity is assumed, the data are fitted to a linearized 
multistage computer model (e.g., Global '86 or equivalent model). Global 
'86 is the linearized multistage model, derived by Howe, Crump and Van 
Landingham (1986), which EPA uses to determine cancer potencies. The 
upper-bound 95 percent confidence limit on risk (or, the lower 95 
percent confidence limit on dose) at the one in 100,000 risk level shall 
be used to calculate a risk associated dose (RAD). Other models, 
including modifications or variations of the linear multistage model 
which are more appropriate to the available data may be used where 
scientifically justified.
    4. If the duration of the study is significantly less than the 
natural lifespan of the test animal, the slope may be adjusted on a 
case-by-case basis to compensate for latent tumors which were not 
expressed (e.g., U.S. EPA, 1980) In the absence of alternative 
approaches which compensate for study durations significantly less than 
lifetime, the permitting authority may use the process described in the 
1980 National Guidelines (see 45 FR 79352).
    5. A species scaling factor shall be used to account for differences 
between test species and humans. It shall be assumed that milligrams per 
surface area per day is an equivalent dose between species (U.S. EPA, 
1986). All doses presented in mg/kg bodyweight will be converted to an 
equivalent surface area dose by raising the mg/kg dose to the 2/3 power. 
However, if adequate pharmacokinetic and metabolism studies are 
available, these data may be factored into the adjustment for species 
differences on a case-by-case basis.
    6. Additional data selection and adjustment decisions must also be 
made in the process of quantifying risk. Consideration must be given to 
tumor selection for modeling, e.g., pooling estimates for multiple tumor 
types and identifying and combining benign and malignant tumors. All 
doses shall be adjusted to give an average daily dose over the study 
duration. Adjustments in the rate of tumor response must be made for 
early mortality in test species. The goodness-of-fit of the model to the 
data must also be assessed.
    7. When a linear, non-threshold dose response relationship is 
assumed, the RAD shall be calculated using the following equation:
[GRAPHIC] [TIFF OMITTED] TR23MR95.114

Where:

RAD=risk associated dose in milligrams of toxicant per kilogram body 
weight per day (mg/kg/day).
0.00001 (1x10-5)=incremental risk of developing cancer equal 
to one in 100,000.
q1*=slope factor (mg/kg/day)-1.
    8. If human epidemiologic data and/or other biological data (animal) 
indicate that a chemical causes cancer via a threshold mechanism, the 
risk associated dose may, on a case-by-case basis, be calculated using a 
method which assumes a threshold mechanism is operative.
    B. Noncarcinogens.
    1. Noncarcinogens shall generally be assumed to have a threshold 
dose or concentration below which no adverse effects should be observed. 
Therefore, the Tier I criterion or Tier II value is the maximum water 
concentration of a substance at or below which a lifetime exposure from 
drinking the water, consuming fish caught in the water, and ingesting 
water as a result of participating in water-related recreation 
activities is likely to be without appreciable risk of deleterious 
effects.
    For some noncarcinogens, there may not be a threshold dose below 
which no adverse effects should be observed. Chemicals acting as 
genotoxic teratogens and germline mutagens are thought to possibly 
produce reproductive and/or developmental effects via a genetically 
linked mechanism which may have no threshold. Other chemicals also may 
not demonstrate a threshold. Criteria for these types of chemicals will 
be established on a case-by-case basis using appropriate assumptions 
reflecting the likelihood that no threshold exists.
    2. All appropriate human and animal toxicologic data shall be 
reviewed and evaluated. To the maximum extent possible, data most 
specific to the environmentally relevant route of exposure shall be 
used. Oral exposure data should be used preferentially over dermal and 
inhalation since, in most cases, the exposure routes of greatest concern 
are fish consumption and drinking water/incidental ingestion. When 
acceptable human data are not available (e.g., well-conducted 
epidemiologic studies), animal data from species most biologically 
relevant to humans shall be used. In the absence of data to distinguish 
the most relevant species, data from the most sensitive animal species 
tested, i.e., the species showing a toxic effect at the lowest 
administered dose (given a relevant route of exposure), should generally 
be used.
    3. Minimum data requirements are specified in section II.B of this 
appendix. The experimental exposure level representing the highest level 
tested at which no adverse effects were demonstrated (NOAEL) from 
studies satisfying the provisions of section II.B of this appendix shall 
be used for criteria calculations. In the absence of a NOAEL, the LOAEL 
from studies satisfying the provisions of section II.B of this appendix 
may be

[[Page 518]]

used if it is based on relatively mild and reversible effects.
    4. Uncertainty factors shall be used to account for the 
uncertainties in predicting acceptable dose levels for the general human 
population based upon experimental animal data or limited human data.
    a. An uncertainty factor of 10 shall generally be used when 
extrapolating from valid experimental results from studies on prolonged 
exposure to average healthy humans. This 10-fold factor is used to 
protect sensitive members of the human population.
    b. An uncertainty factor of 100 shall generally be used when 
extrapolating from valid results of long-term studies on experimental 
animals when results of studies of human exposure are not available or 
are inadequate. In comparison to a, above, this represents an additional 
10-fold uncertainty factor in extrapolating data from the average animal 
to the average human.
    c. An uncertainty factor of up to 1000 shall generally be used when 
extrapolating from animal studies for which the exposure duration is 
less than chronic, but greater than subchronic (e.g., 90 days or more in 
length), or when other significant deficiencies in study quality are 
present, and when useful long-term human data are not available. In 
comparison to b, above, this represents an additional UF of up to 10-
fold for less than chronic, but greater than subchronic, studies.
    d. An UF of up to 3000 shall generally be used when extrapolating 
from animal studies for which the exposure duration is less than 
subchronic (e.g., 28 days). In comparison to b above, this represents an 
additional UF of up to 30-fold for less than subchronic studies (e.g., 
28-day). The level of additional uncertainty applied for less than 
chronic exposures depends on the duration of the study used relative to 
the lifetime of the experimental animal.
    e. An additional UF of between one and ten may be used when deriving 
a criterion from a LOAEL. This UF accounts for the lack of an 
identifiable NOAEL. The level of additional uncertainty applied may 
depend upon the severity and the incidence of the observed adverse 
effect.
    f. An additional UF of between one and ten may be applied when there 
are limited effects data or incomplete sub-acute or chronic toxicity 
data (e.g., reproductive/developmental data). The level of quality and 
quantity of the experimental data available as well as structure-
activity relationships may be used to determine the factor selected.
    g. When deriving an UF in developing a Tier I criterion or Tier II 
value, the total uncertainty, as calculated following the guidance of 
sections 4.a through f, cited above, shall not exceed 10,000 for Tier I 
criteria and 30,000 for Tier II values.
    5. All study results shall be converted, as necessary, to the 
standard unit for acceptable daily exposure of milligrams of toxicant 
per kilogram of body weight per day (mg/kg/day). Doses shall be adjusted 
for continuous exposure (i.e., seven days/week, 24 hours/day, etc.).
    C. Criteria and Value Derivation.
    1. Standard Exposure Assumptions. The following represent the 
standard exposure assumptions used to calculate Tier I criteria and Tier 
II values for carcinogens and noncarcinogens. Higher levels of exposure 
may be assumed by States and Tribes pursuant to Clean Water Act (CWA) 
section 510, or where appropriate in deriving site-specific criteria 
pursuant to procedure 1 in appendix F to part 132.
    BW = body weight of an average human (BW = 70kg).
    WCd = per capita water consumption (both drinking and 
incidental exposure) for surface waters classified as public water 
supplies = two liters/day.
     --or--
    WCr = per capita incidental daily water ingestion for 
surface waters not used as human drinking water sources = 0.01 liters/
day.
    FC = per capita daily consumption of regionally caught freshwater 
fish = 0.015kg/day (0.0036 kg/day for trophic level 3 and 0.0114 kg/day 
for trophic level 4).
    BAF = bioaccumulation factor for trophic level 3 and trophic level 
4, as derived using the BAF methodology in appendix B to part 132.
    2. Carcinogens. The Tier I human cancer criteria or Tier II values 
shall be calculated as follows:
[GRAPHIC] [TIFF OMITTED] TR23MR95.115

Where:

HCV=Human Cancer Value in milligrams per liter (mg/L).
RAD=Risk associated dose in milligrams toxicant per kilogram body weight 
per day

[[Page 519]]

(mg/kg/day) that is associated with a lifetime incremental cancer risk 
equal to one in 100,000.
BW=weight of an average human (BW=70 kg).
WCd=per capita water consumption (both drinking and 
incidental exposure) for surface waters classified as public water 
supplies=two liters/day.
 or
WCr=per capita incidental daily water ingestion for surface 
waters not used as human drinking water sources=0.01 liters/day.
FCTL3=mean consumption of trophic level 3 of regionally 
caught freshwater fish=0.0036 kg/day.
FCTL4=mean consumption of trophic level 4 of regionally 
caught freshwater fish=0.0114 kg/day.
BAF\HH\TL3=bioaccumulation factor for trophic level 3 fish, 
as derived using the BAF methodology in appendix B to part 132.
BAF\HH\TL4=bioaccumulation factor for trophic level 4 fish, 
as derived using the BAF methodology in appendix B to part 132.

    3. Noncarcinogens. The Tier I human noncancer criteria or Tier II 
values shall be calculated as follows:
[GRAPHIC] [TIFF OMITTED] TR23MR95.116

Where:

HNV=Human noncancer value in milligrams per liter (mg/L).
ADE=Acceptable daily exposure in milligrams toxicant per kilogram body 
weight per day (mg/kg/day).
RSC=Relative source contribution factor of 0.8. An RSC derived from 
actual exposure data may be developed using the methodology outlined by 
the 1980 National Guidelines (see 45 FR 79354).
BW=weight of an average human (BW=70 kg).
WCd=per capita water consumption (both drinking and 
incidental exposure) for surface waters classified as public water 
supplies=two liters/day.
 or
WCr=per capita incidental daily water ingestion for surface 
waters not used as human drinking water sources=0.01 liters/day.
FCTL3=mean consumption of trophic level 3 fish by regional 
sport fishers of regionally caught freshwater fish=0.0036 kg/day.
FCTL4=mean consumption of trophic level 4 fish by regional 
sport fishers of regionally caught freshwater fish=0.0114 kg/day.
BAF\HH\TL3=human health bioaccumulation factor for edible 
portion of trophic level 3 fish, as derived using the BAF methodology in 
appendix B to part 132.
BAF\HH\TL4=human health bioaccumulation factor for edible 
portion of trophic level 4 fish, as derived using the BAF methodology in 
appendix B to part 132.

                             IV. References

    A. Howe, R.B., K.S. Crump and C. Van Landingham. 1986. Computer 
Program to Extrapolate Quantitative Animal Toxicity Data to Low Doses. 
Prepared for EPA under subcontract 2-251U-2745 to Research 
Triangle Institute.
    B. U.S. Environmental Protection Agency. 1980. Water Quality 
Criteria Availability, Appendix C Guidelines and Methodology Used in the 
Preparation of Health Effects Assessment Chapters of the Consent Decree 
Water Quality Criteria Documents. Available from U.S. Environmental 
Protection Agency, Office of Water Resource Center (WH-550A), 1200 
Pennsylvania Ave., NW., Washington, DC 20460.
    C. U.S. Environmental Protection Agency. 1986. Guidelines for 
Carcinogen Risk Assessment. Available from U.S. Environmental Protection 
Agency, Office of Water Resource Center (WH-550A), 1200 Pennsylvania 
Ave., NW., Washington, DC 20460.

Appendix D to Part 132--Great Lakes Water Quality Initiative Methodology 
                for the Development of Wildlife Criteria

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this appendix.

                             I. Introduction

    A. A Great Lakes Water Quality Wildlife Criterion (GLWC) is the 
concentration of a substance which is likely to, if not exceeded, 
protect avian and mammalian wildlife populations inhabiting the Great 
Lakes basin from adverse effects resulting from the ingestion of water 
and aquatic prey taken from surface waters of the Great Lakes System. 
These criteria are based on existing toxicological studies of the 
substance of concern and quantitative information about the exposure of 
wildlife species to the substance (i.e., food and water consumption 
rates). Since toxicological and exposure data for individual wildlife 
species are limited, a GLWC

[[Page 520]]

is derived using a methodology similar to that used to derive noncancer 
human health criteria (Barnes and Dourson, 1988; NAS, 1977; NAS, 1980; 
U.S. EPA, 1980). Separate avian and mammalian values are developed using 
taxonomic class-specific toxicity data and exposure data for five 
representative Great Lakes basin wildlife species. The wildlife species 
selected are representative of avian and mammalian species resident in 
the Great Lakes basin which are likely to experience the highest 
exposures to bioaccumulative contaminants through the aquatic food web; 
they are the bald eagle, herring gull, belted kingfisher, mink, and 
river otter.
    B. This appendix establishes a methodology which is required when 
developing Tier I wildlife criteria for bioaccumulative chemicals of 
concern (BCCs). The use of the equation provided in the methodology is 
encouraged, but not required, for the development of Tier I criteria or 
Tier II values for pollutants other than those identified in Table 6-A 
for which Tier I criteria or Tier II values are determined to be 
necessary for the protection of wildlife in the Great Lakes basin. A 
discussion of the methodology for deriving Tier II values can be found 
in the Great Lakes Water Quality Initiative Technical Support Document 
for Wildlife Criteria (Wildlife TSD).
    C. In the event that this methodology is used to develop criteria 
for pollutants other than BCCs, or in the event that the Tier II 
methodology described in the Wildlife TSD is used to derive Tier II 
values, the methodology for deriving bioaccumulation factors under 
appendix B to part 132 must be used in either derivation. For chemicals 
which do not biomagnify to the extent of BCCs, it may be appropriate to 
select different representative species which are better examples of 
species with the highest exposures for the given chemical. The equation 
presented in this methodology, however, is still encouraged. In 
addition, procedure 1 of appendix F of this part describes the 
procedures for calculating site-specific wildlife criteria.
    D. The term ``wildlife value'' (WV) is used to denote the value for 
each representative species which results from using the equation 
presented below, the value obtained from averaging species values within 
a class, or any value derived from application of the site-specific 
procedure provided in procedure 1 of appendix F of this part. The WVs 
calculated for the representative species are used to calculate 
taxonomic class-specific WVs. The WV is the concentration of a substance 
which, if not exceeded, should better protect the taxon in question.
    E. ``Tier I wildlife criterion,'' or ``Tier I criterion'' is used to 
denote the number derived from data meeting the Tier I minimum database 
requirements, and which will be protective of the two classes of 
wildlife. It is synonymous with the term ``GLWC,'' and the two are used 
interchangeably.

         II. Calculation of Wildlife Values for Tier I Criteria

    Table 4 of Part 132 and Table D-1 of this appendix contain criteria 
calculated by EPA using the methodology provided below.
    A. Equation for Avian and Mammalian Wildlife Values. Tier I wildlife 
values for the pollutants designated BCCs pursuant to part 132 are to be 
calculated using the equation presented below.
[GRAPHIC] [TIFF OMITTED] TR23MR95.117

Where:

WV=Wildlife Value in milligrams of substance per liter (mg/L).
TD=Test Dose (TD) in milligrams of substance per kilograms per day (mg/
kg-d) for the test species. This shall be either a NOAEL or a LOAEL.
UFA=Uncertainty Factor (UF) for extrapolating toxicity data 
across species (unitless). A species-specific UF shall be selected and 
applied to each representative species, consistent with the equation.
UFS=UF for extrapolating from subchronic to chronic exposures 
(unitless).
UFL=UF for LOAEL to NOAEL extrapolations (unitless).
Wt=Average weight in kilograms (kg) for the representative species.
W=Average daily volume of water consumed in liters per day (L/d) by the 
representative species.
FTLi=Average daily amount of food consumed from trophic level 
i in kilograms per day (kg/d) by the representative species.
BAF\WL\TLi=Bioaccumulation factor (BAF) for wildlife food in 
trophic level i in liters per kilogram (L/kg), developed using the BAF 
methodology in appendix B to part 132, Methodology for Development of 
Bioaccumulation Factors. For consumption of piscivorous birds by other 
birds (e.g., herring gull by eagles), the BAF is derived by multiplying 
the trophic level 3 BAF for fish by a biomagnification factor to account 
for the biomagnification from fish to the consumed birds.
    B. Identification of Representative Species for Protection. For 
bioaccumulative chemicals, piscivorous species are identified as the 
focus of concern for wildlife criteria development in the Great Lakes. 
An analysis of known or estimated exposure components for avian and 
mammalian wildlife species is presented in the Wildlife TSD. This 
analysis identifies three avian species (eagle, kingfisher and herring 
gull) and two mammalian

[[Page 521]]

species (mink and otter) as representative species for protection. The 
TD obtained from toxicity data for each taxonomic class is used to 
calculate WVs for each of the five representative species.
    C. Calculation of Avian and Mammalian Wildlife Values and GLWC 
Derivation. The avian WV is the geometric mean of the WVs calculated for 
the three representative avian species. The mammalian WV is the 
geometric mean of the WVs calculated for the two representative 
mammalian species. The lower of the mammalian and avian WVs must be 
selected as the GLWC.

    III. Parameters of the Effect Component of the Wildlife Criteria 
                               Methodology

    A. Definitions. The following definitions provide additional 
specificity and guidance in the evaluation of toxicity data and the 
application of this methodology.
    Acceptable endpoints. For the purpose of wildlife criteria 
derivation, acceptable subchronic and chronic endpoints are those which 
affect reproductive or developmental success, organismal viability or 
growth, or any other endpoint which is, or is directly related to, 
parameters that influence population dynamics.
    Chronic effect. An adverse effect that is measured by assessing an 
acceptable endpoint, and results from continual exposure over several 
generations, or at least over a significant part of the test species' 
projected life span or life stage.
    Lowest-observed-adverse-effect-level (LOAEL). The lowest tested dose 
or concentration of a substance which resulted in an observed adverse 
effect in exposed test organisms when all higher doses or concentrations 
resulted in the same or more severe effects.
    No-observed-adverse-effect-level (NOAEL). The highest tested dose or 
concentration of a substance which resulted in no observed adverse 
effect in exposed test organisms where higher doses or concentrations 
resulted in an adverse effect.
    Subchronic effect. An adverse effect, measured by assessing an 
acceptable endpoint, resulting from continual exposure for a period of 
time less than that deemed necessary for a chronic test.
    B. Minimum Toxicity Database for Tier I Criteria Development. A TD 
value is required for criterion calculation. To derive a Tier I 
criterion for wildlife, the data set shall provide enough data to 
generate a subchronic or chronic dose-response curve for any given 
substance for both mammalian and avian species. In reviewing the 
toxicity data available which meet the minimum data requirements for 
each taxonomic class, the following order of preference shall be applied 
to select the appropriate TD to be used for calculation of individual 
WVs. Data from peer-reviewed field studies of wildlife species take 
precedence over other types of studies, where such studies are of 
adequate quality. An acceptable field study must be of subchronic or 
chronic duration, provide a defensible, chemical-specific dose-response 
curve in which cause and effect are clearly established, and assess 
acceptable endpoints as defined in this document. When acceptable 
wildlife field studies are not available, or determined to be of 
inadequate quality, the needed toxicity information may come from peer-
reviewed laboratory studies. When laboratory studies are used, 
preference shall be given to laboratory studies with wildlife species 
over traditional laboratory animals to reduce uncertainties in making 
interspecies extrapolations. All available laboratory data and field 
studies shall be reviewed to corroborate the final GLWC, to assess the 
reasonableness of the toxicity value used, and to assess the 
appropriateness of any UFs which are applied. When evaluating the 
studies from which a test dose is derived in general, the following 
requirements must be met:
    1. The mammalian data must come from at least one well-conducted 
study of 90 days or greater designed to observe subchronic or chronic 
effects as defined in this document.
    2. The avian data must come from at least one well-conducted study 
of 70 days or greater designed to observe subchronic or chronic effects 
as defined in this document.
    3. In reviewing the studies from which a TD is derived for use in 
calculating a WV, studies involving exposure routes other than oral may 
be considered only when an equivalent oral daily dose can be estimated 
and technically justified because the criteria calculations are based on 
an oral route of exposure.
    4. In assessing the studies which meet the minimum data 
requirements, preference should be given to studies which assess effects 
on developmental or reproductive endpoints because, in general, these 
are more important endpoints in ensuring that a population's 
productivity is maintained. The Wildlife TSD provides additional 
discussion on the selection of an appropriate toxicity study.
    C. Selection of TD Data. In selecting data to be used in the 
derivation of WVs, the evaluation of acceptable endpoints, as defined in 
Section III.A of this appendix, will be the primary selection criterion. 
All data not part of the selected subset may be used to assess the 
reasonableness of the toxicity value and the appropriateness of the Ufs 
which are applied.
    1. If more than one TD value is available within a taxonomic class, 
based on different endpoints of toxicity, that TD, which is likely to 
reflect best potential impacts to wildlife populations through resultant 
changes in mortality or fecundity rates, shall be used for the 
calculation of WVs.

[[Page 522]]

    2. If more than one TD is available within a taxonomic class, based 
on the same endpoint of toxicity, the TD from the most sensitive species 
shall be used.
    3. If more than one TD based on the same endpoint of toxicity is 
available for a given species, the TD for that species shall be 
calculated using the geometric mean of those TDs.
    D. Exposure Assumptions in the Determination of the TD. 1. In those 
cases in which a TD is available in units other than milligrams of 
substance per kilograms per day (mg/kg/d), the following procedures 
shall be used to convert the TD to the appropriate units prior to 
calculating a WV.
    2. If the TD is given in milligrams of toxicant per liter of water 
consumed by the test animals (mg/L), the TD shall be multiplied by the 
daily average volume of water consumed by the test animals in liters per 
day (L/d) and divided by the average weight of the test animals in 
kilograms (kg).
    3. If the TD is given in milligrams of toxicant per kilogram of food 
consumed by the test animals (mg/kg), the TD shall be multiplied by the 
average amount of food in kilograms consumed daily by the test animals 
(kg/d) and divided by the average weight of the test animals in 
kilograms (kg).
    E. Drinking and Feeding Rates. 1. When drinking and feeding rates 
and body weight are needed to express the TD in milligrams of substance 
per kilograms per day (mg/kg/d), they are obtained from the study from 
which the TD was derived. If not already determined, body weight, and 
drinking and feeding rates are to be converted to a wet weight basis.
    2. If the study does not provide the needed values, the values shall 
be determined from appropriate scientific literature. For studies done 
with domestic laboratory animals, either the Registry of Toxic Effects 
of Chemical Substances (National Institute for Occupational Safety and 
Health, the latest edition, Cincinnati, OH), or Recommendations for and 
Documentation of Biological Values for Use in Risk Assessment (U.S. EPA, 
1988) should be consulted. When these references do not contain exposure 
information for the species used in a given study, either the allometric 
equations from Calder and Braun (1983) and Nagy (1987), which are 
presented below, or the exposure estimation methods presented in Chapter 
4 of the Wildlife Exposure Factors Handbook (U.S. EPA, 1993), should be 
applied to approximate the needed feeding or drinking rates. Additional 
discussion and recommendations are provided in the Wildlife TSD. The 
choice of the methods described above is at the discretion of the State 
or Tribe.
    3. For mammalian species, the general allometric equations are:

    a. F = 0.0687 x (Wt)\0.82\

Where:

F = Feeding rate of mammalian species in kilograms per day (kg/d) dry 
weight.
Wt = Average weight in kilograms (kg) of the test animals.

    b. W = 0.099 x (Wt)\0.90\

Where:

W = Drinking rate of mammalian species in liters per day (L/d).
Wt = Average weight in kilograms (kg) of the test animals.

    4. For avian species, the general allometric equations are:

    a. F = 0.0582 (Wt)\0.65\

Where:

F = Feeding rate of avian species in kilograms per day (kg/d) dry 
weight.
Wt = Average weight in kilograms (kg) of the test animals.

    b. W = 0.059 x (Wt)\0.67\

Where:

W = Drinking rate of avian species in liters per day (L/d).
Wt = Average weight in kilograms (kg) of the test animals.

    F. LOAEL to NOAEL Extrapolations (UFL). In those cases in 
which a NOAEL is unavailable as the TD and a LOAEL is available, the 
LOAEL may be used to estimate the NOAEL. If used, the LOAEL shall be 
divided by an UF to estimate a NOAEL for use in deriving WVs. The value 
of the UF shall not be less than one and should not exceed 10, depending 
on the dose-response curve and any other available data, and is 
represented by UFL in the equation expressed in Section II.A 
of this appendix. Guidance for selecting an appropriate UFL, 
based on a review of available wildlife toxicity data, is available in 
the Wildlife TSD.
    G. Subchronic to Chronic Extrapolations (USS). In 
instances where only subchronic data are available, the TD may be 
derived from subchronic data. In such cases, the TD shall be divided by 
an UF to extrapolate from subchronic to chronic levels. The value of the 
UF shall not be less than one and should not exceed 10, and is 
represented by UFS in the equation expressed in Section II.A 
of this appendix. This factor is to be used when assessing highly 
bioaccumulative substances where toxicokinetic considerations suggest 
that a bioassay of limited length underestimates chronic effects. 
Guidance for selecting an appropriate UFS, based on a review 
of available wildlife toxicity data, is available in the Wildlife TSD.
    H. Interspecies Extrapolations (UFA). 1. The selection of 
the UFA shall be based on the available toxicological data 
and on available data concerning the physicochemical, toxicokinetic, and 
toxicodynamic properties of the substance in question and the amount and 
quality of available data. This value is

[[Page 523]]

an UF that is intended to account for differences in toxicological 
sensitivity among species. Guidance for selecting an appropriate 
UFA, based on a review of available wildlife toxicity data, 
is available in the Wildlife TSD. Additional discussion of an 
interspecies UF located in appendix A to the Great Lakes Water Quality 
Initiative Technical Support Document for Human Health Criteria may be 
useful in determining the appropriate value for UFA.
    2. For the derivation of Tier I criteria, a UFA shall not 
be less than one and should not exceed 100, and shall be applied to each 
of the five representative species, based on existing data and best 
professional judgment. The value of UFA may differ for each 
of the representative species.
    3. For Tier I wildlife criteria, the UFA shall be used 
only for extrapolating toxicity data across species within a taxonomic 
class, except as provided below. The Tier I UFA is not 
intended for interclass extrapolations because of the poorly defined 
comparative toxicokinetic and toxicodynamic parameters between mammals 
and birds. However, an interclass extrapolation employing a 
UFA may be used for a given chemical if it can be supported 
by a validated biologically-based dose-response model or by an analysis 
of interclass toxicological data, considering acceptable endpoints, for 
a chemical analog that acts under the same mode of toxic action.

   IV. Parameters of the Exposure Component of the Wildlife Criteria 
                               Methodology

    A. Drinking and Feeding Rates of Representative Species. The body 
weights (Wt), feeding rates (FTli), drinking rates (W), and 
trophic level dietary composition (as food ingestion rate and percent in 
diet) for each of the five representative species are presented in Table 
D-2 of this appendix. Guidance on incorporating the non-aquatic portion 
of the bald eagle and mink diets in the criteria calculations is 
available in the Wildlife TSD.
    B. BAFs. The Methodology for Development of Bioaccumulation Factors 
is presented in appendix B to part 132. Trophic level 3 and 4 BAFs are 
used to derive Wvs because these are the trophic levels at which the 
representative species feed.

                              V. References

    A. Barnes, D.G. and M. Dourson. 1988. Reference Dose (RfD): 
Description and Use in Health Risk Assessments. Regul. Toxicol. 
Pharmacol. 8:471-486.
    B. Calder III, W.A. and E.J. Braun. 1983. Scaling of Osmotic 
Regulation in Mammals and Birds. American Journal of Physiology. 
244:601-606.
    C. Nagy, K.A. 1987. Field Metabolic Rate and Food Requirement 
Scaling in Mammals and Birds. Ecological Monographs. 57(2):111-128.
    D. National Academy of Sciences. 1977. Chemical Contaminants: Safety 
and Risk Assessment, in Drinking Water and Health, Volume 1. National 
Academy Press.
    E. National Academy of Sciences. 1980. Problems of Risk Estimation, 
in Drinking Water and Health, Volume 3. National Academy Press.
    F. National Institute for Occupational Safety and Health. Latest 
edition. Registry of Toxic Effects of Chemical Substances. Division of 
Standards Development and Technology Transfer. (Available only on 
microfiche or as an electronic database.)
    G. U.S. EPA. 1980. Appendix C. Guidelines and Methodology Used in 
the Preparation of Health Effect Assessment Chapters of the Consent 
Decree Water Criteria Documents, pp. 79347-79357 in Water Quality 
Criteria Documents; Availability. Available from U.S. Environmental 
Protection Agency, Office of Water Resource Center (WH-550A), 1200 
Pennsylvania Ave., NW, Washington, DC 20460.
    H. U.S. EPA. 1988. Recommendations for, and documentation of, 
biological values for use in risk assessment. NTIS-PB88-179874.
    I. U.S. EPA. 1993. Wildlife Exposure Factors Handbook, Volumes I and 
II. EPA/600/R-93/187a and b.

                    Tables to Appendix D to Part 132

             Table D-1--Tier I Great Lakes Wildlife Criteria
------------------------------------------------------------------------
                  Substance                     Criterion ([micro]g/L)
------------------------------------------------------------------------
DDT & Metabolites...........................  1.1E-5
Mercury.....................................  1.3E-3
PCBs (total)................................  7.4E-5
2,3,7,8-TCDD................................  3.1E-9
------------------------------------------------------------------------


          Table D-2--Exposure Parameters for the Five Representative Species Identified for Protection
----------------------------------------------------------------------------------------------------------------
                                                      Water
                                       Adult body   ingestion    Food ingestion rate of   Trophic level of prey
           Species (units)               weight      rate (L/     prey in each trophic      (percent of diet)
                                          (kg)         day)          level (kg/day)
----------------------------------------------------------------------------------------------------------------
Mink.................................        0.80        0.081  TL3: 0.159; Other:       TL3: 90; Other: 10.
                                                                 0.0177.
Otter................................        7.4         0.600  TL3: 0.977; TL4: 0.244.  TL3: 80; TL4: 20.
Kingfisher...........................        0.15        0.017  TL3: 0.0672............  TL3: 100.
Herring gull.........................        1.1         0.063  TL3: 0.192; TL4: 0.0480  Fish: 90--TL3: 80; TL4:
                                                                                          20.

[[Page 524]]


                                       ..........  ...........  Other: 0.0267..........  Other: 10.
Bald eagle...........................        4.6         0.160  TL3: 0.371; TL4: 0.0929  Fish: 92--TL3: 80; TL4:
                                                                                          20.
                                       ..........  ...........  PB: 00283; Other:        Birds: 8--PB: 70; non-
                                                                 0.0121.                  aquatic: 30.
----------------------------------------------------------------------------------------------------------------
Note: TL3=trophic level three fish; TL4=trophic level four fish; PB=piscivorous birds; Other=non-aquatic birds
  and mammals.

      Appendix E to Part 132--Great Lakes Water Quality Initiative 
                         Antidegradation Policy

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) appendix E to part 132.
    The State or Tribe shall adopt an antidegradation standard 
applicable to all waters of the Great Lakes System and identify the 
methods for implementing such a standard. Consistent with 40 CFR 131.12, 
an acceptable antidegradation standard and implementation procedure are 
required elements of a State's or Tribe's water quality standards 
program. Consistent with 40 CFR 131.6, a complete water quality 
standards submission needs to include both an antidegradation standard 
and antidegradation implementation procedures. At a minimum, States and 
Tribes shall adopt provisions in their antidegradation standard and 
implementation methods consistent with sections I, II, III and IV of 
this appendix, applicable to pollutants identified as bioaccumulative 
chemicals of concern (BCCs).

                       I. Antidegradation Standard

    This antidegradation standard shall be applicable to any action or 
activity by any source, point or nonpoint, of pollutants that is 
anticipated to result in an increased loading of BCCs to surface waters 
of the Great Lakes System and for which independent regulatory authority 
exists requiring compliance with water quality standards. Pursuant to 
this standard:
    A. Existing instream water uses, as defined pursuant to 40 CFR 131, 
and the level of water quality necessary to protect existing uses shall 
be maintained and protected. Where designated uses of the waterbody are 
impaired, there shall be no lowering of the water quality with respect 
to the pollutant or pollutants which are causing the impairment;
    B. Where, for any parameter, the quality of the waters exceed levels 
necessary to support the propagation of fish, shellfish, and wildlife 
and recreation in and on the waters, that water shall be considered high 
quality for that parameter consistent with the definition of high 
quality water found at section II.A of this appendix and that quality 
shall be maintained and protected unless the State or Tribe finds, after 
full satisfaction of intergovernmental coordination and public 
participation provisions of the State's or Tribe's continuing planning 
process, that allowing lower water quality is necessary to accommodate 
important economic or social development in the area in which the waters 
are located. In allowing such degradation, the State or Tribe shall 
assure water quality adequate to protect existing uses fully. Further, 
the State or Tribe shall assure that there shall be achieved the highest 
statutory and regulatory requirements for all new and existing point 
sources and all cost-effective and reasonable best management practices 
for nonpoint source control. The State or Tribe shall utilize the 
Antidegradation Implementation Procedures adopted pursuant to the 
requirements of this regulation in determining if any lowering of water 
quality will be allowed;
    C. Where high quality waters constitute an outstanding national 
resource, such as waters of national and State parks and wildlife 
refuges and waters of exceptional recreational or ecological 
significance, that water quality shall be maintained and protected; and
    D. In those cases where the potential lowering of water quality is 
associated with a thermal discharge, the decision to allow such 
degradation shall be consistent with section 316 of the Clean Water Act 
(CWA).

              II. Antidegradation Implementation Procedures

    A. Definitions.
    Control Document. Any authorization issued by a State, Tribal or 
Federal agency to any source of pollutants to waters under its 
jurisdiction that specifies conditions under which the source is allowed 
to operate.
    High quality waters. High quality waters are water bodies in which, 
on a parameter by parameter basis, the quality of the waters exceeds 
levels necessary to support propagation of fish, shellfish, and wildlife 
and recreation in and on the water.

[[Page 525]]

    Lake Superior Basin--Outstanding International Resource Waters. 
Those waters designated as such by a Tribe or State consistent with the 
September 1991 Bi-National Program to Restore and Protect the Lake 
Superior Basin. The purpose of such designations shall be to ensure that 
any new or increased discharges of Lake Superior bioaccumulative 
substances of immediate concern are subject to best technology in 
process and treatment requirements.
    Lake Superior Basin--Outstanding National Resource Waters. Those 
waters designated as such by a Tribe or State consistent with the 
September 1991 Bi-National Program to Restore and Protect the Lake 
Superior Basin. The purpose of such designations shall be to prohibit 
new or increased discharges of Lake Superior bioaccumulative substances 
of immediate concern from point sources in these areas.
    Lake Superior bioaccumulative substances of immediate concern. A 
list of substances identified in the September 1991 Bi-National Program 
to Restore and Protect the Lake Superior Basin. They include: 2, 3, 7, 
8-TCDD; octachlorostyrene; hexachlorobenzene; chlordane; DDT, DDE, and 
other metabolites; toxaphene; PCBs; and mercury. Other chemicals may be 
added to the list following States' or Tribes' assessments of 
environmental effects and impacts and after public review and comment.
    Outstanding National Resource Waters. Those waters designated as 
such by a Tribe or State. The State or Tribal designation shall describe 
the quality of such waters to serve as the benchmark of the water 
quality that shall be maintained and protected. Waters that may be 
considered for designation as Outstanding National Resource Waters 
include, but are not limited to, water bodies that are recognized as:
    Important because of protection through official action, such as 
Federal or State law, Presidential or secretarial action, international 
treaty, or interstate compact;
    Having exceptional recreational significance;
    Having exceptional ecological significance;
    Having other special environmental, recreational, or ecological 
attributes; or waters whose designation as Outstanding National Resource 
Waters is reasonably necessary for the protection of other waters so 
designated.
    Significant Lowering of Water Quality. A significant lowering of 
water quality occurs when there is a new or increased loading of any BCC 
from any regulated existing or new facility, either point source or 
nonpoint source for which there is a control document or reviewable 
action, as a result of any activity including, but not limited to:
    (1) Construction of a new regulated facility or modification of an 
existing regulated facility such that a new or modified control document 
is required;
    (2) Modification of an existing regulated facility operating under a 
current control document such that the production capacity of the 
facility is increased;
    (3) Addition of a new source of untreated or pretreated effluent 
containing or expected to contain any BCC to an existing wastewater 
treatment works, whether public or private;
    (4) A request for an increased limit in an applicable control 
document;
    (5) Other deliberate activities that, based on the information 
available, could be reasonably expected to result in an increased 
loading of any BCC to any waters of the Great Lakes System.
    b. Notwithstanding the above, changes in loadings of any BCC within 
the existing capacity and processes, and that are covered by the 
existing applicable control document, are not subject to an 
antidegradation review. These changes include, but are not limited to:
    (1) Normal operational variability;
    (2) Changes in intake water pollutants;
    (3) Increasing the production hours of the facility, (e.g., adding a 
second shift); or
    (4) Increasing the rate of production.
    C. Also, excluded from an antidegradation review are new effluent 
limits based on improved monitoring data or new water quality criteria 
or values that are not a result of changes in pollutant loading.
    B. For all waters, the Director shall ensure that the level of water 
quality necessary to protect existing uses is maintained. In order to 
achieve this requirement, and consistent with 40 CFR 131.10, water 
quality standards use designations must include all existing uses. 
Controls shall be established as necessary on point and nonpoint sources 
of pollutants to ensure that the criteria applicable to the designated 
use are achieved in the water and that any designated use of a 
downstream water is protected. Where water quality does not support the 
designated uses of a waterbody or ambient pollutant concentrations 
exceed water quality criteria applicable to that waterbody, the Director 
shall not allow a lowering of water quality for the pollutant or 
pollutants preventing the attainment of such uses or exceeding such 
criteria.
    C. For Outstanding National Resource Waters:
    1. The Director shall ensure, through the application of appropriate 
controls on pollutant sources, that water quality is maintained and 
protected.
    2. Exception. A short-term, temporary (i.e., weeks or months) 
lowering of water quality may be permitted by the Director.
    D. For high quality waters, the Director shall ensure that no action 
resulting in a lowering of water quality occurs unless an 
antidegradation demonstration has been completed pursuant to section III 
of this appendix and the information thus provided is

[[Page 526]]

determined by the Director pursuant to section IV of this appendix to 
adequately support the lowering of water quality.
    1. The Director shall establish conditions in the control document 
applicable to the regulated facility that prohibit the regulated 
facility from undertaking any deliberate action, such that there would 
be an increase in the rate of mass loading of any BCC, unless an 
antidegradation demonstration is provided to the Director and approved 
pursuant to section IV of this appendix prior to commencement of the 
action. Imposition of limits due to improved monitoring data or new 
water quality criteria or values, or changes in loadings of any BCC 
within the existing capacity and processes, and that are covered by the 
existing applicable control document, are not subject to an 
antidegradation review.
    2. For BCCs known or believed to be present in a discharge, from a 
point or nonpoint source, a monitoring requirement shall be included in 
the control document. The control document shall also include a 
provision requiring the source to notify the Director or any increased 
loadings. Upon notification, the Director shall require actions as 
necessary to reduce or eliminate the increased loading.
    3. Fact Sheets prepared pursuant to 40 CFR 124.8 and 124.56 shall 
reflect any conditions developed under sections II.D.1 or II.D.2 of this 
appendix and included in a permit.
    E. Special Provisions for Lake Superior. The following conditions 
apply in addition to those specified in section II.B through II.C of 
this appendix for waters of Lake Superior so designated.
    1. A State or Tribe may designate certain specified areas of the 
Lake Superior Basin as Lake Superior Basin--Outstanding National 
Resource Waters for the purpose of prohibiting the new or increased 
discharge of Lake Superior bioaccumulative substances of immediate 
concern from point sources in these areas.
    2. States and Tribes may designate all waters of the Lake Superior 
Basin as Outstanding International Resource Waters for the purpose of 
restricting the increased discharge of Lake Superior bioaccumulative 
substances of immediate concern from point sources consistent with the 
requirements of sections III.C and IV.B of this appendix.
    F. Exemptions. Except as the Director may determine on a case-by-
case basis that the application of these procedures is required to 
adequately protect water quality, or as the affected waterbody is an 
Outstanding National Resource Water as defined in section II.A of this 
appendix, the procedures in this part do not apply to:
    1. Short-term, temporary (i.e., weeks or months) lowering of water 
quality;
    2. Bypasses that are not prohibited at 40 CFR 122.41(m); and
    3. Response actions pursuant to the Comprehensive Environmental 
Response, Compensation and Liability Act (CERCLA), as amended, or 
similar Federal, State or Tribal authorities, undertaken to alleviate a 
release into the environment of hazardous substances, pollutants or 
contaminants which may pose an imminent and substantial danger to public 
health or welfare.

                   III. Antidegradation Demonstration

    Any entity seeking to lower water quality in a high quality water or 
create a new or increased discharge of Lake Superior bioaccumulative 
substances of immediate concern in a Lake Superior Outstanding 
International Resource Water must first, as required by sections II.D or 
II.E.2 of this appendix, submit an antidegradation demonstration for 
consideration by the Director. States and Tribes should tailor the level 
of detail and documentation in antidegradation reviews, to the specific 
circumstances encountered. The antidegradation demonstration shall 
include the following:
    A. Pollution Prevention Alternatives Analysis. Identify any cost-
effective pollution prevention alternatives and techniques that are 
available to the entity, that would eliminate or significantly reduce 
the extent to which the increased loading results in a lowering of water 
quality.
    B. Alternative or Enhanced Treatment Analysis. Identify alternative 
or enhanced treatment techniques that are available to the entity that 
would eliminate the lowering of water quality and their costs relative 
to the cost of treatment necessary to achieve applicable effluent 
limitations.
    C. Lake Superior. If the States or Tribes designate the waters of 
Lake Superior as Outstanding International Resource Waters pursuant to 
section II.E.2 of this appendix, then any entity proposing a new or 
increased discharge of any Lake Superior bioaccumulative substance of 
immediate concern to the Lake Superior Basin shall identify the best 
technology in process and treatment to eliminate or reduce the extent of 
the lowering of water quality. In this case, the requirements in section 
III.B of this appendix do not apply.
    D. Important Social or Economic Development Analysis. Identify the 
social or economic development and the benefits to the area in which the 
waters are located that will be foregone if the lowering of water 
quality is not allowed.
    E. Special Provision for Remedial Actions. Entities proposing 
remedial actions pursuant to the CERCLA, as amended, corrective actions 
pursuant to the Resource Conservation and Recovery Act, as amended, or 
similar actions pursuant to other Federal or State environmental 
statutes may submit information to the Director that demonstrates that 
the action utilizes the most cost effective

[[Page 527]]

pollution prevention and treatment techniques available, and minimizes 
the necessary lowering of water quality, in lieu of the information 
required by sections III.B through III.D of this appendix.

                      IV. Antidegradation Decision

    A. Once the Director determines that the information provided by the 
entity proposing to increase loadings is administratively complete, the 
Director shall use that information to determine whether or not the 
lowering of water quality is necessary, and, if it is necessary, whether 
or not the lowering of water quality will support important social and 
economic development in the area. If the proposed lowering of water 
quality is either not necessary, or will not support important social 
and economic development, the Director shall deny the request to lower 
water quality. If the lowering of water quality is necessary, and will 
support important social and economic development, the Director may 
allow all or part of the proposed lowering to occur as necessary to 
accommodate the important social and economic development. In no event 
may the decision reached under this section allow water quality to be 
lowered below the minimum level required to fully support existing and 
designated uses. The decision of the Director shall be subject to the 
public participation requirements of 40 CFR 25.
    B. If States designate the waters of Lake Superior as Outstanding 
International Resource Waters pursuant to section II.E.2 of this 
appendix, any entity requesting to lower water quality in the Lake 
Superior Basin as a result of the new or increased discharge of any Lake 
Superior bioaccumulative substance of immediate concern shall be 
required to install and utilize the best technology in process and 
treatment as identified by the Director.

      Appendix F to Part 132--Great Lakes Water Quality Initiative 
                        Implementation Procedures

     Procedure 1: Site-specific Modifications to Criteria and Values

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this procedure.
    A. Requirements for Site-specific Modifications to Criteria and 
Values. Criteria and values may be modified on a site-specific basis to 
reflect local environmental conditions as restricted by the following 
provisions. Any such modifications must be protective of designated uses 
and aquatic life, wildlife or human health and be submitted to EPA for 
approval. In addition, any site-specific modifications that result in 
less stringent criteria must be based on a sound scientific rationale 
and shall not be likely to jeopardize the continued existence of 
endangered or threatened species listed or proposed under section 4 of 
the Endangered Species Act (ESA) or result in the destruction or adverse 
modification of such species' critical habitat. More stringent 
modifications shall be developed to protect endangered or threatened 
species listed or proposed under section 4 of the ESA, where such 
modifications are necessary to ensure that water quality is not likely 
to jeopardize the continued existence of such species or result in the 
destruction or adverse modification of such species' critical habitat. 
More stringent modifications may also be developed to protect candidate 
(C1) species being considered by the U.S. Fish and Wildlife Service 
(FWS) for listing under section 4 of the ESA, where such modifications 
are necessary to protect such species.
    1. Aquatic Life.
    a. Aquatic life criteria or values may be modified on a site-
specific basis to provide an additional level of protection, pursuant to 
authority reserved to the States and Tribes under Clean Water Act (CWA) 
section 510.
    Guidance on developing site-specific criteria in these instances is 
provided in Chapter 3 of the U.S. EPA Water Quality Standards Handbook, 
Second Edition--Revised (1994).
    b. Less stringent site-specific modifications to chronic or acute 
aquatic life criteria or values may be developed when:
    i. The local water quality characteristics such as Ph, hardness, 
temperature, color, etc., alter the biological availability or toxicity 
of a pollutant; or
    ii. The sensitivity of the aquatic organisms species that ``occur at 
the site'' differs from the species actually tested in developing the 
criteria. The phrase ``occur at the site'' includes the species, genera, 
families, orders, classes, and phyla that: are usually present at the 
site; are present at the site only seasonally due to migration; are 
present intermittently because they periodically return to or extend 
their ranges into the site; were present at the site in the past, are 
not currently present at the site due to degraded conditions, and are 
expected to return to the site when conditions improve; are present in 
nearby bodies of water, are not currently present at the site due to 
degraded conditions, and are expected to be present at the site when 
conditions improve. The taxa that ``occur at the site'' cannot be 
determined merely by sampling downstream and/or upstream of the site at 
one point in time. ``Occur at the site'' does not include taxa that were 
once present at the site but cannot exist at the site now due to 
permanent physical alteration of the habitat at the site resulting, for 
example, from dams, etc.
    c. Less stringent modifications also may be developed to acute and 
chronic aquatic life criteria or values to reflect local physical and 
hydrological conditions.

[[Page 528]]

    Guidance on developing site-specific criteria is provided in Chapter 
3 of the U.S. EPA Water Quality Standards Handbook, Second Edition--
Revised (1994).
    d. Any modifications to protect threatened or endangered aquatic 
species required by procedure 1.A of this appendix may be accomplished 
using either of the two following procedures:
    i. If the Species Mean Acute Value (SMAV) for a listed or proposed 
species, or for a surrogate of such species, is lower than the 
calculated Final Acute Value (FAV), such lower SMAV may be used instead 
of the calculated FAV in developing site-specific modified criteria; or,
    ii. The site-specific criteria may be calculated using the 
recalculation procedure for site-specific modifications described in 
Chapter 3 of the U.S. EPA Water Quality Standards Handbook, Second 
Edition--Revised (1994).
    2. Wildlife.
    a. Wildlife water quality criteria may be modified on a site-
specific basis to provide an additional level of protection, pursuant to 
authority reserved to the States and Tribes under CWA section 510.
    b. Less stringent site-specific modifications to wildlife water 
quality criteria may be developed when a site-specific bioaccumulation 
factor (BAF) is derived which is lower than the system-wide BAF derived 
under appendix B of this part. The modification must consider both the 
mobility of prey organisms and wildlife populations in defining the site 
for which criteria are developed. In addition, there must be a showing 
that:
    i. Any increased uptake of the toxicant by prey species utilizing 
the site will not cause adverse effects in wildlife populations; and
    ii. Wildlife populations utilizing the site or downstream waters 
will continue to be fully protected.
    c. Any modification to protect endangered or threatened wildlife 
species required by procedure 1.A of this appendix must consider both 
the mobility of prey organisms and wildlife populations in defining the 
site for which criteria are developed, and may be accomplished by using 
the following recommended method.
    i. The methodology presented in appendix D to part 132 is used, 
substituting appropriate species-specific toxicological, 
epidemiological, or exposure information, including changes to the BAF;
    ii. An interspecies uncertainty factor of 1 should be used where 
epidemiological data are available for the species in question. If 
necessary, species-specific exposure parameters can be derived as 
presented in Appendix D of this part;
    iii. An intraspecies uncertainty factor (to account for protection 
of individuals within a wildlife population) should be applied in the 
denominator of the effect part of the wildlife equation in appendix D of 
this part in a manner consistent with the other uncertainty factors 
described in appendix D of this part; and
    iv. The resulting wildlife value for the species in question should 
be compared to the two class-specific wildlife values which were 
previously calculated, and the lowest of the three shall be selected as 
the site-specific modification.
    Note: Further discussion on the use of this methodology may be found 
in the Great Lakes Water Quality Initiative Technical Support Document 
for Wildlife Criteria.
    3. BAFs.
    a. BAFs may be modified on a site-specific basis to larger values, 
pursuant to the authority reserved to the States and Tribes under CWA 
section 510, where reliable data show that local bioaccumulation is 
greater than the system-wide value.
    b. BAFs may be modified on a site-specific basis to lower values, 
where scientifically defensible, if:
    i. The fraction of the total chemical that is freely dissolved in 
the ambient water is different than that used to derive the system-wide 
BAFs (i.e., the concentrations of particulate organic carbon and the 
dissolved organic carbon are different than those used to derive the 
system-wide BAFs);
    ii. Input parameters of the Gobas model, such as the structure of 
the aquatic food web and the disequilibrium constant, are different at 
the site than those used to derive the system-wide BAFs;
    iii. The percent lipid of aquatic organisms that are consumed and 
occur at the site is different than that used to derive the system-wide 
BAFs; or
    iv. Site-specific field-measured BAFs or biota-sediment accumulation 
factor (BSAFs) are determined.
    If site-specific BAFs are derived, they shall be derived using the 
methodology in appendix B of this part.
    c. Any more stringent modifications to protect threatened or 
endangered species required by procedure 1.A of this appendix shall be 
derived using procedures set forth in the methodology in appendix B of 
this part.
    4. Human Health.
    a. Human health criteria or values may be modified on a site-
specific basis to provide an additional level of protection, pursuant to 
authority reserved to the States and Tribes under CWA section 510. Human 
health criteria or values shall be modified on a site-specific basis to 
provide additional protection appropriate for highly exposed 
subpopulations.
    b. Less stringent site-specific modifications to human health 
criteria or values may be developed when:
    i. local fish consumption rates are lower than the rate used in 
deriving human health

[[Page 529]]

criteria or values under appendix C of this part; and/or
    ii. a site-specific BAF is derived which is lower than that used in 
deriving human health criteria or values under appendix C of this part.
    B. Notification Requirements. When a State proposes a site-specific 
modification to a criterion or value as allowed in section 4.A above, 
the State should notify the other Great Lakes States of such a proposal 
and, for less stringent criteria, supply appropriate justification.
    C. References.
    U.S. EPA. 1984. Water Quality Standards Handbook--Revised. Chapter 3 
and Appendices. U.S. Environmental Protection Agency, Office of Water 
Resource Center (RC-4100), 1200 Pennsylvania Ave., NW., Washington, DC 
20960.

  Procedure 2: Variances from Water Quality Standards for Point Sources

    The Great Lakes States or Tribes may adopt water quality standards 
(WQS) variance procedures and may grant WQS variances for point sources 
pursuant to such procedures. Variance procedures shall be consistent 
with (as protective as) the provisions in this procedure.
    A. Applicability. A State or Tribe may grant a variance to a WQS 
which is the basis of a water quality-based effluent limitation included 
in a National Pollutant Discharge Elimination System (NPDES) permit. A 
WQS variance applies only to the permittee requesting the variance and 
only to the pollutant or pollutants specified in the variance. A 
variance does not affect, or require the State or Tribe to modify, the 
corresponding water quality standard for the waterbody as a whole.
    1. This provision shall not apply to new Great Lakes dischargers or 
recommencing dischargers.
    2. A variance to a water quality standard shall not be granted that 
would likely jeopardize the continued existence of any endangered or 
threatened species listed under Section 4 of the Endangered Species Act 
(ESA) or result in the destruction or adverse modification of such 
species' critical habitat.
    3. A WQS variance shall not be granted if standards will be attained 
by implementing effluent limits required under sections 301(b) and 306 
of the Clean Water Act (CWA) and by the permittee implementing cost-
effective and reasonable best management practices for nonpoint source 
control.
    B. Maximum Timeframe for Variances. A WQS variance shall not exceed 
five years or the term of the NPDES permit, whichever is less. A State 
or Tribe shall review, and modify as necessary, WQS variances as part of 
each water quality standards review pursuant to section 303(c) of the 
CWA.
    C. Conditions to Grant a Variance. A variance may be granted if:
    1. The permittee demonstrates to the State or Tribe that attaining 
the WQS is not feasible because:
    a. Naturally occurring pollutant concentrations prevent the 
attainment of the WQS;
    b. Natural, ephemeral, intermittent or low flow conditions or water 
levels prevent the attainment of the WQS, unless these conditions may be 
compensated for by the discharge of sufficient volume of effluent to 
enable WQS to be met without violating State or Tribal water 
conservation requirements;
    c. Human-caused conditions or sources of pollution prevent the 
attainment of the WQS and cannot be remedied, or would cause more 
environmental damage to correct than to leave in place;
    d. Dams, diversions or other types of hydrologic modifications 
preclude the attainment of the WQS, and it is not feasible to restore 
the waterbody to its original condition or to operate such modification 
in a way that would result in the attainment of the WQS;
    e. Physical conditions related to the natural features of the 
waterbody, such as the lack of a proper substrate cover, flow, depth, 
pools, riffles, and the like, unrelated to chemical water quality, 
preclude attainment of WQS; or
    f. Controls more stringent than those required by sections 301(b) 
and 306 of the CWA would result in substantial and widespread economic 
and social impact.
    2. In addition to the requirements of C.1, above, the permittee 
shall also:
    a. Show that the variance requested conforms to the requirements of 
the State's or Tribe's antidegradation procedures; and
    b. Characterize the extent of any increased risk to human health and 
the environment associated with granting the variance compared with 
compliance with WQS absent the variance, such that the State or Tribe is 
able to conclude that any such increased risk is consistent with the 
protection of the public health, safety and welfare.
    D. Submittal of Variance Application. The permittee shall submit an 
application for a variance to the regulatory authority issuing the 
permit. The application shall include:
    1. All relevant information demonstrating that attaining the WQS is 
not feasible based on one or more of the conditions in section C.1 of 
this procedure; and,
    2. All relevant information demonstrating compliance with the 
conditions in section C.2 of this procedure.
    E. Public Notice of Preliminary Decision. Upon receipt of a complete 
application for a variance, and upon making a preliminary decision 
regarding the variance, the State or

[[Page 530]]

Tribe shall public notice the request and preliminary decision for 
public comment pursuant to the regulatory authority's Administrative 
Procedures Act and shall notify the other Great Lakes States and Tribes 
of the preliminary decision. This public notice requirement may be 
satisfied by including the supporting information for the variance and 
the preliminary decision in the public notice of a draft NPDES permit.
    F. Final Decision on Variance Request. The State or Tribe shall 
issue a final decision on the variance request within 90 days of the 
expiration of the public comment period required in section E of this 
procedure. If all or part of the variance is approved by the State or 
Tribe, the decision shall include all permit conditions needed to 
implement those parts of the variance so approved. Such permit 
conditions shall, at a minimum, require:
    1. Compliance with an initial effluent limitation which, at the time 
the variance is granted, represents the level currently achievable by 
the permittee, and which is no less stringent than that achieved under 
the previous permit;
    2. That reasonable progress be made toward attaining the water 
quality standards for the waterbody as a whole through appropriate 
conditions;
    3. When the duration of a variance is shorter than the duration of a 
permit, compliance with an effluent limitation sufficient to meet the 
underlying water quality standard, upon the expiration of said variance; 
and
    4. A provision that allows the permitting authority to reopen and 
modify the permit based on any State or Tribal triennial water quality 
standards revisions to the variance.
    The State shall deny a variance request if the permittee fails to 
make the demonstrations required under section C of this procedure.
    G. Incorporating Variance into Permit. The State or Tribe shall 
establish and incorporate into the permittee's NPDES permit all 
conditions needed to implement the variance as determined in section F 
of this procedure.
    H. Renewal of Variance. A variance may be renewed, subject to the 
requirements of sections A through G of this procedure. As part of any 
renewal application, the permittee shall again demonstrate that 
attaining WQS is not feasible based on the requirements of section C of 
this procedure. The permittee's application shall also contain 
information concerning its compliance with the conditions incorporated 
into its permit as part of the original variance pursuant to sections F 
and G of this procedure. Renewal of a variance may be denied if the 
permittee did not comply with the conditions of the original variance.
    I. EPA Approval. All variances and supporting information shall be 
submitted by the State or Tribe to the appropriate EPA regional office 
and shall include:
    1. Relevant permittee applications pursuant to section D of this 
procedure;
    2. Public comments and records of any public hearings pursuant to 
section E of this procedure;
    3. The final decision pursuant to section F of this procedure; and,
    4. NPDES permits issued pursuant to section G of this procedure.
    5. Items required by sections I.1 through I.3. of this procedure 
shall be submitted by the State within 30 days of the date of the final 
variance decision. The item required by section I.4 of this procedure 
shall be submitted in accordance with the State or Tribe Memorandum of 
Agreement with the Regional Administrator pursuant to 40 CFR 123.24.
    6. EPA shall review the State or Tribe submittal for compliance with 
the CWA pursuant to 40 CFR 123.44, and 40 CFR 131.21.
    J. State WQS Revisions. All variances shall be appended to the State 
or Tribe WQS rules.

Procedure 3: Total Maximum Daily Loads, Wasteload Allocations for Point 
Sources, Load Allocations for Nonpoint Sources, Wasteload Allocations in 
    the Absence of a TMDL, and Preliminary Wasteload Allocations for 
Purposes of Determining the Need for Water Quality Based Effluent Limits

    The Great Lakes States and Tribes shall adopt provisions consistent 
with (as protective as) this procedure 3 for the purpose of developing 
Total Maximum Daily Loads (TMDLs), Wasteload Allocations (WLAs) in the 
Absence of TMDLs, and Preliminary Wasteload Allocations for Purposes of 
Determining the Need for Water Quality Based Effluent Limits (WQBELs), 
except as specifically provided.
    A. Where a State or Tribe develops an assessment and remediation 
plan that the State or Tribe certifies meets the requirements of 
sections B through F of this procedure and public participation 
requirements applicable to TMDLs, and that has been approved by EPA as 
meeting those requirements under 40 CFR 130.6, the assessment and 
remediation plan may be used in lieu of a TMDL for purposes of appendix 
F to part 132. Assessment and remediation plans under this procedure may 
include, but are not limited to, Lakewide Management Plans, Remedial 
Action Plans, and State Water Quality Management Plans. Also, any part 
of an assessment and remediation plan that also satisfies one or more 
requirements under Clean Water Act (CWA) section 303(d) or implementing 
regulations may be incorporated by reference into a TMDL as appropriate. 
Assessment and remediation plans under this

[[Page 531]]

section should be tailored to the level of detail and magnitude for the 
watershed and pollutant being assessed.
    B. General Conditions of Application. Except as provided in Sec.  
132.4, the following are conditions applicable to establishing TMDLs for 
all pollutants and pollutant parameters in the Great Lakes System, with 
the exception of whole effluent toxicity, unless otherwise provided in 
procedure 6 of appendix F. Where specified, these conditions also apply 
to wasteload allocations (WLAs) calculated in the absence of TMDLs and 
to preliminary WLAs for purposes of determining the needs for WQBELs 
under procedure 5 of appendix F.
    1. TMDLs Required. TMDLs shall, at a minimum, be established in 
accordance with the listing and priority setting process established in 
section 303(d) of the CWA and at 40 CFR 130.7. Where water quality 
standards cannot be attained immediately, TMDLs must reflect reasonable 
assurances that water quality standards will be attained in a reasonable 
period of time. Some TMDLs may be based on attaining water quality 
standards over a period of time, with specific controls on individual 
sources being implemented in stages. Determining the reasonable period 
of time in which water quality standards will be met is a case-specific 
determination considering a number of factors including, but not limited 
to: receiving water characteristics; persistence, behavior and ubiquity 
of pollutants of concern; type of remediation activities necessary; 
available regulatory and non-regulatory controls; and individual State 
or Tribal requirements for attainment of water quality standards.
    2. Attainment of Water Quality Standards. A TMDL must ensure 
attainment of applicable water quality standards, including all numeric 
and narrative criteria, Tier I criteria, and Tier II values for each 
pollutant or pollutants for which a TMDL is established.
    3. TMDL Allocations.
    a. TMDLs shall include WLAs for point sources and load allocations 
(LAs) for nonpoint sources, including natural background, such that the 
sum of these allocations is not greater than the loading capacity of the 
water for the pollutant(s) addressed by the TMDL, minus the sum of a 
specified margin of safety (MOS) and any capacity reserved for future 
growth.
    b. Nonpoint source LAs shall be based on:
    i. Existing pollutant loadings if changes in loadings are not 
reasonably anticipated to occur;
    ii. Increases in pollutant loadings that are reasonably anticipated 
to occur;
    iii. Anticipated decreases in pollutant loadings if such decreased 
loadings are technically feasible and are reasonably anticipated to 
occur within a reasonable time period as a result of implementation of 
best management practices or other load reduction measures. In 
determining whether anticipated decreases in pollutant loadings are 
technically feasible and can reasonably be expected to occur within a 
reasonable period of time, technical and institutional factors shall be 
considered. These decisions are case-specific and should reflect the 
particular TMDL under consideration.
    c. WLAs. The portion of the loading capacity not assigned to 
nonpoint sources including background, or to an MOS, or reserved for 
future growth is allocated to point sources. Upon reissuance, NPDES 
permits for these point sources must include effluent limitations 
consistent with WLAs in EPA-approved or EPA-established TMDLs.
    d. Monitoring. For LAs established on the basis of subsection b.iii 
above, monitoring data shall be collected and analyzed in order to 
validate the TMDL's assumptions, to varify anticipated load reductions, 
to evaluate the effectiveness of controls being used to implement the 
TMDL, and to revise the WLAs and LAs as necessary to ensure that water 
quality standards will be achieved within the time-period established in 
the TMDL.
    4. WLA Values. If separate EPA-approved or EPA-established TMDLs are 
prepared for different segments of the same watershed, and the separate 
TMDLs each include WLAs for the same pollutant for one or more of the 
same point sources, then WQBELs for that pollutant for the point 
source(s) shall be consistent with the most stringent of those WLAs in 
order to ensure attainment of all applicable water quality standards.
    5. Margin of Safety (MOS). Each TMDL shall include a MOS sufficient 
to account for technical uncertainties in establishing the TMDL and 
shall describe the manner in which the MOS is determined and 
incorporated into the TMDL. The MOS may be provided by leaving a portion 
of the loading capacity unallocated or by using conservative modeling 
assumptions to establish WLAs and LAs. If a portion of the loading 
capacity is left unallocated to provide a MOS, the amount left 
unallocated shall be described. If conservative modeling assumptions are 
relied on to provide a MOS, the specific assumptions providing the MOS 
shall be identified.
    6. More Stringent Requirements. States and Tribes may exercise 
authority reserved to them under section 510 of the CWA to develop more 
stringent TMDLs (including WLAs and LAs) than are required herein, 
provided that all LAs in such TMDLs reflect actual nonpoint source loads 
or those loads that can reasonably be expected to occur within a 
reasonable time-period as a result of implementing nonpoint source 
controls.
    7. Accumulation in Sediments. TMDLs shall reflect, where appropriate 
and where sufficient data are available, contributions to the water 
column from sediments inside and outside of any applicable mixing zones. 
TMDLs

[[Page 532]]

shall be sufficiently stringent so as to prevent accumulation of the 
pollutant of concern in sediments to levels injurious to designated or 
existing uses, human health, wildlife and aquatic life.
    8. Wet Weather Events. Notwithstanding the exception provided for 
the establishment of controls on wet weather point sources in Sec.  
132.4(e)(1), TMDLs shall reflect, where appropriate and where sufficient 
data are available, discharges resulting from wet weather events. This 
procedure does not provide specific procedures for considering 
discharges resulting from wet weather events. However, some of the 
provisions of procedure 3 may be deemed appropriate for considering wet 
weather events on a case-by-case basis.
    9. Background Concentration of Pollutants. The representative 
background concentration of pollutants shall be established in 
accordance with this subsection to develop TMDLs, WLAs calculated in the 
absence of a TMDL, or preliminary WLAs for purposes of determining the 
need for WQBELs under procedure 5 of appendix F. Background loadings may 
be accounted for in a TMDL through an allocation to a single 
``background'' category or through individual allocations to the various 
background sources.
    a. Definition of Background. ``Background'' represents all loadings 
that: (1) flow from upstream waters into the specified watershed, 
waterbody or waterbody segment for which a TMDL, WLA in the absence of a 
TMDL or preliminary WLA for the purpose of determining the need for a 
WQBEL is being developed; (2) enter the specified watershed, waterbody 
or waterbody segment through atmospheric deposition or sediment release 
or resuspension; or (3) occur within the watershed, waterbody or 
waterbody segment as a result of chemical reactions.
    b. Data considerations. When determining what available data are 
acceptable for use in calculating background, the State or Tribe should 
use best professional judgment, including consideration of the sampling 
location and the reliability of the data through comparison to reported 
analytical detection levels and quantification levels. When data in more 
than one of the data sets or categories described in section B.9.c.i 
through B.9.c.iii below exist, best professional judgment should be used 
to select the one data set that most accurately reflects or estimates 
background concentrations. Pollutant degradation and transport 
information may be considered when utilizing pollutant loading data.
    c. Calculation requirements. Except as provided below, the 
representative background concentration for a pollutant in the specified 
watershed, waterbody or waterbody segment shall be established on a 
case-by-case basis as the geometric mean of:
    i. Acceptable available water column data; or
    ii. Water column concentrations estimated through use of acceptable 
available caged or resident fish tissue data; or
    iii. Water column concentrations estimated through use of acceptable 
available or projected pollutant loading data.
    d. Detection considerations.
    i. Commonly accepted statistical techniques shall be used to 
evaluate data sets consisting of values both above and below the 
detection level.
    ii. When all of the acceptable available data in a data set or 
category, such as water column, caged or resident fish tissue or 
pollutant loading data, are below the level of detection for a 
pollutant, then all the data for that pollutant in that data set shall 
be assumed to be zero.
    10. Effluent Flow. If WLAs are expressed as concentrations of 
pollutants, the TMDL shall also indicate the point source effluent flows 
assumed in the analyses. Mass loading limitations established in NPDES 
permits must be consistent with both the WLA and assumed effluent flows 
used in establishing the TMDL.
    11. Reserved Allocations. TMDLs may include reserved allocations of 
loading capacity to accommodate future growth and additional sources. 
Where such reserved allocations are not included in a TMDL, any 
increased loadings of the pollutant for which the TMDL was developed 
that are due to a new or expanded discharge shall not be allowed unless 
the TMDL is revised in accordance with these proceudres to include an 
allocation for the new or expanded discharge.
    C. Mixing Zones for Bioaccumulative Chemicals of Concern (BCCs). The 
following requirements shall be applied in establishing TMDLs, WLAs in 
the absence of TMDLs, and preliminary WLAs for purposes of determining 
the need for WQBELs under procedure 5 of appendix F, for BCCs:
    1. There shall be no mixing zones available for new discharges of 
BCCs to the Great Lakes System. WLAs established through TMDLs, WLAs in 
the absence of TMDLs, and preliminary WLAs for purposes of determining 
the need for WQBELs for new discharges of BCCs shall be set no higher 
than the most stringent applicable water quality criteria or values for 
the BCCs in question. This prohibition takes effect for a Great Lakes 
State or Tribe on the date EPA approves the State's or Tribe's 
submission of such prohibition or publishes a notice under 40 CFR 
132.5(f) identifying that prohibition as applying to discharges within 
the State or Federal Tribal reservation.
    2. For purposes of section C of procedure 3 of appendix F, new 
discharges are defined as: (1) A ``discharge of pollutants'' (as defined 
in 40 CFR 122.2) to the Great Lakes System from a building, structure, 
facility, or installation, the construction of which commences after the 
date the prohibition in section C.1

[[Page 533]]

takes effect in that State or Tribe; (2) a new discharge from an 
existing Great Lakes discharger that commences after the date the 
prohibition in section C.1 takes effect in that State or Tribe; or (3) 
an expanded discharge from an existing Great Lakes discharger that 
commences after the date the prohibition in section C.1 takes effect in 
that State or Tribe, except for those expanded discharges resulting from 
changes in loadings of any BCC within the existing capacity and 
processes (e.g., normal operational variability, changes in intake water 
pollutants, increasing the production hours of the facility or adding 
additional shifts, or increasing the rate of production), and that are 
covered by the existing applicable control document. Not included within 
the definition of ``new discharge'' are new or expanded discharges of 
BCCs from a publicly owned treatment works (POTW as defined at 40 CFR 
122.2) when such discharges are necessary to prevent a public health 
threat to the community (e.g., a situation where a community with 
failing septic systems is connected to a POTW to avert a potential 
public health threat from these failing systems). These and all other 
discharges of BCCs are defined as existing discharges.
    3. Up until November 15, 2010, mixing zones for BCCs may be allowed 
for existing discharges to the Great Lakes System pursuant to the 
procedures specified in sections D and E of this procedure.
    4. Except as provided in sections C.5 and C.6 of this procedure, 
permits issued on or after this provision takes effect in a Great Lakes 
State or Tribe shall not authorize mixing zones for existing discharges 
of BCCs to the Great Lakes System after November 15, 2010. After 
November 15, 2010, WLAs established through TMDLs, WLAs established in 
the absence of TMDLs, and preliminary WLAs for purposes of determining 
the need for WQBELs under procedure 5 of appendix F for existing 
discharges of BCCs to the Great Lakes System shall be equal to the most 
stringent applicable water quality criteria or values for the BCCs in 
question.
    5. Exception for Water Conservation. Great Lakes States and Tribes 
may grant mixing zones for any existing discharge of BCCs to the Great 
Lakes System beyond the date specified in section C.4 of this procedure 
where it can be demonstrated, on a case-by-case basis, that failure to 
grant a mixing zone would preclude water conservation measures that 
would lead to overall load reductions in BCCs, even though higher 
concentrations of BCCs occur in the effluent. Such mixing zones must 
also be consistent with sections D and E of this procedure.
    6. Exception for Technical and Economic Considerations. Great Lakes 
States and Tribes may grant mixing zones beyond the date specified in 
section C.4 of this procedure for any existing discharge of a BCC to the 
Great Lakes System upon the request of a discharger, subject to sections 
C.6.a through C.6.c below.
    a. The State or Tribe must determine that:
    i. The discharger is in compliance with and will continue to 
implement, for the BCC in question, all applicable requirements of Clean 
Water Act sections 118, 301, 302, 303, 304, 306, 307, 401, and 402, 
including existing National Pollutant Discharge Elimination System 
(NPDES) water-quality based effluent limitations; and
    ii. The discharger has reduced and will continue to reduce the 
loading of the BCC for which a mixing zone is requested to the maximum 
extent possible, such that any additional controls or pollution 
prevention measures to reduce or ultimately eliminate the BCC discharge 
would result in unreasonable economic effects on the discharger or the 
affected community because the controls or measures are not feasible or 
cost-effective.
    b. Any mixing zone established pursuant to this section shall:
    i. Not result in any less stringent limitations than those existing 
prior to November 13, 2000;
    ii. Be no larger than necessary to account for the technical 
constraints and economic effects identified pursuant to paragraph 
C.6.a.ii above;
    iii. Meet all applicable acute and chronic aquatic life, wildlife 
and human health criteria and values within and at the edge of the 
mixing zone or be consistent with the applicable TMDL or assessment and 
remediation plan authorized under procedure 3.A.
    iv. Be accompanied, as appropriate, by a permit condition requiring 
the discharger to implement an ambient monitoring plan to ensure 
compliance with water quality standards and consistency with any 
applicable TMDL or such other strategy consistent with Section A of this 
procedure, including the evaluation of alternative means for reducing 
the BCC from other sources in the watershed; and
    v. Be limited to one permit term unless the permitting authority 
makes a new determination in accordance with this section for each 
successive permit application in which a mixing zone for the BCC is 
sought.
    c. For each draft NPDES permit that would allow a mixing zone for 
one or more BCCs after November 15, 2010, the fact sheet or statement of 
basis for the draft permit that is required to be made available through 
public notice under 40 CFR 124.6(e) shall:
    i. Specify the mixing provisions used in calculating the permit 
limits; and
    ii. Identify each BCC for which a mixing zone is proposed.
    7. Any mixing zone authorized under sections C.3, C.5 or C.6 must be 
consistent with sections D and E of this procedure, as applicable.

[[Page 534]]

    D. Deriving TMDLs, WLAs, and LAs for Point and Nonpoint Sources: 
WLAs in the Absence of a TMDL; and Preliminary WLAs for Purposes of 
Determining the Need for WQBELs for OWGL. This section addresses 
conditions for deriving TMDLs for Open Waters of the Great Lakes (OWGL), 
inland lakes and other waters of the Great Lakes System with no 
appreciable flow relative to their volumes. State and Tribal procedures 
to derive TMDLs under this section must be consistent with (as 
protective as) the general conditions in section B of this procedure, 
CWA section 303(d), existing regulations (40 CFR 130.7), section C of 
this procedure, and sections D.1. through D.4 below. State and Tribal 
procedures to derive WLAs calculated in the absence of a TMDL and 
preliminary WLAs for purposes of determining the need for WQBELs under 
procedure 5 of appendix F must be consistent with sections B.9, C.1, C3 
through C.6, and D. 1 through D.4 of this procedure.
    1. Individual point source WLAs and preliminary WLAs for purposes of 
determining the need for WQBELs under procedure 5 of appendix F shall 
assume no greater dilution than one part effluent to 10 parts receiving 
water for implementation of numeric and narrative chronic criteria and 
values (including, but not limited to human cancer criteria, human 
cancer values, human noncancer values, human noncancer criteria, 
wildlife criteria, and chronic aquatic life criteria and values) unless 
an alternative mixing zone is demonstrated as appropriate in a mixing 
zone demonstration conducted pursuant to section F of this procedure. In 
no case shall a mixing zone be granted that exceeds the area where 
discharge-induced mixing occurs.
    2. Appropriate mixing zone assumptions to be used in calculating 
load allocations for nonpoint sources shall be determined, consistent 
with applicable State or Tribal requirements, on a case-by-case basis.
    3. WLAs and preliminary WLAs based on acute aquatic life criteria or 
values shall not exceed the Final Acute Value (FAV), unless a mixing 
zone demonstration is conducted and approved pursuant to section F of 
this procedure. If mixing zones from two or more proximate sources 
interact or overlap, the combined effect must be evaluated to ensure 
that applicable criteria and values will be met in the area where acute 
mixing zones overlap.
    4. In no case shall a mixing zone be granted that would likely 
jeopardize the continued existence of any endangered or threatened 
species listed under section 4 of the ESA or result in the destruction 
or adverse modification of such species' critical habitat.
    E. Deriving TMDLs, WLAs, and LAs for Point and Nonpoint Sources; 
WLAs in the Absence of a TMDL; and Preliminary WLAs for the Purposes of 
Determining the Need for WQBELs for Great Lakes Systems Tributaries and 
Connecting Channels. This section describes conditions for deriving 
TMDLs for tributaries and connecting channels of the Great Lakes System 
that exhibit appreciable flows relative to their volumes. State and 
Tribal procedures to derive TMDLs must be consistent with the general 
conditions listed in section B of this procedure, section C of this 
procedure, existing TMDL regulations (40 CFR 130.7) and specific 
conditions E.1 through E.5. State and Tribal procedures to derive WLAs 
calculated in the absence of a TMDL, and preliminary WLAs for purposes 
of determining reasonable potential under procedure 5 of this appendix 
for discharges to tributaries and connecting channels must be consistent 
with sections B.9, C.1, C.3 through C.6, and E.1 through E.5 of this 
procedure.
    1. Stream Design. These design flows must be used unless data exist 
to demonstrate that an alternative stream design flow is appropriate for 
stream-specific and pollutant-specific conditions. For purposes of 
calculating a TMDL, WLAs in the absence of a TMDL, or preliminary WLAs 
for the purposes of determining reasonable potential under procedure 5 
of this appendix, using a steady-state model, the stream design flows 
shall be:
    a. The 7-day, 10-year stream design flow (7Q10), or the 4-day, 3-
year biologically-based stream design flow for chronic aquatic life 
criteria or values;
    b. The 1-day, 10-year stream design flow (1Q10), for acute aquatic 
life criteria or values;
    c. The harmonic mean flow for human health criteria or values;
    d. The 90-day, 10-year flow (90Q10) for wildlife criteria.
    e. TMDLs, WLAs in the absence of TMDLs, and preliminary WLAs for the 
purpose of determining the need for WQBELs calculated using dynamic 
modelling do not need to incorporate the stream design flows specified 
in sections E.1.a through E.1.d of this procedure.
    2. Loading Capacity. The loading capacity is the greatest amount of 
loading that a water can receive without violating water quality 
standards. The loading capacity is initially calculated at the farthest 
downstream location in the watershed drainage basin. The maximum 
allowable loading consistent with the attainment of each applicable 
numeric criterion or value for a given pollutant is determined by 
multiplying the applicable criterion or value by the flow at the 
farthest downstream location in the tributary basin at the design flow 
condition described above. This loading is then compared to the loadings 
at sites within the basin to assure that applicable numeric criteria or 
values for a given pollutant are not exceeded at all applicable sites. 
The lowest load is then selected as the loading capacity.

[[Page 535]]

    3. Polluant Degradation. TMDLs, WLAs in the absence of a TMDL and 
preliminary WLAs for purposes of determining the need for WQBELs under 
procedure 5 of appendix F shall be based on the assumption that a 
pollutant does not degrade. However, the regulatory authority may take 
into account degradation of the pollutant if each of the following 
conditions are met.
    a. Scientifically valid field studies or other relevant information 
demonstrate that degradation of the pollutant is expected to occur under 
the full range of environmental conditions expected to be encountered;
    b. Scientifically valid field studies or other relevant information 
address other factors that affect the level of pollutants in the water 
column including, but not limited to, resuspension of sediments, 
chemical speciation, and biological and chemical transformation.
    4. Acute Aquatic Life Criteria and Values. WLAs and LAs established 
in a TMDL, WLAs in the absence of a TMDL, and preliminary WLAs for the 
purpose of determining the need for WQBELs based on acute aquatic life 
criteria or values shall not exceed the FAV, unless a mixing zone 
demonstration is completed and approved pursuant to section F of this 
procedure. If mixing zones from two or more proximate sources interact 
or overlap, the combined effect must be evaluated to ensure that 
applicable criteria and values will be met in the area where any 
applicable acute mixing zones overlap. This acute WLA review shall 
include, but not be limited to, consideration of:
    a. The expected dilution under all effluent flow and concentration 
conditions at stream design flow;
    b. Maintenance of a zone of passage for aquatic organisms; and
    c. Protection of critical aquatic habitat.
    In no case shall a permitting authority grant a mixing zone that 
would likely jeopardize the continued existence of any endangered or 
threatened species listed under section 4 of the ESA or result in the 
destruction or adverse modification of such species' critical habitat.
    5. Chronic Mixing Zones. WLAs and LAs established in a TMDL, WLAs in 
the absence of a TMDL, and preliminary WLAs for the purposes of 
determining the need for WQBELs for protection of aquatic life, wildlife 
and human health from chronic effects shall be calculated using a 
dilution fraction no greater than 25 percent of the stream design flow 
unless a mixing zone demonstration pursuant to section F of this 
procedure is conducted and approved. A demonstration for a larger mixing 
zone may be provided, if approved and implemented in accordance with 
section F of this procedure. In no case shall a permitting authority 
grant a mixing zone that would likely jeopardize the continued existence 
of any endangered or threatened species listed under section 4 of the 
ESA or result in the destruction or adverse modification of such 
species' critical habitat.
    F. Mixing Zone Demonstration Requirements.
    1. For purposes of establishing a mixing zone other than as 
specified in sections D and E above, a mixing zone demonstration must:
    a. Describe the amount of dilution occurring at the boundaries of 
the proposed mixing zone and the size, shape, and location of the area 
of mixing, including the manner in which diffusion and dispersion occur;
    b. For sources discharging to the open waters of the Great Lakes 
(OWGLs), define the location at which discharge-induced mixing ceases;
    c. Document the substrate character and geomorphology within the 
mixing zone;
    d. Show that the mixing zone does not interfere with or block 
passage of fish or aquatic life;
    e. Show that the mixing zone will be allowed only to the extent that 
the level of the pollutant permitted in the waterbody would not likely 
jeopardize the continued existence of any endangered or threatened 
species listed under section 4 of the ESA or result in the destruction 
or adverse modification of such species' critical habitat;
    f. Show that the mixing zone does not extend to drinking water 
intakes;
    g. Show that the mixing zone would not otherwise interfere with the 
designated or existing uses of the receiving water or downstream waters;
    h. Document background water quality concentrations;
    i. Show that the mixing zone does not promote undesirable aquatic 
life or result in a dominance of nuisance species; and
    j. Provide that by allowing additional mixing/dilution:
    i. Substances will not settle to form objectionable deposits;
    ii. Floating debris, oil, scum, and other matter in concentrations 
that form nuisances will not be produced; and
    iii. Objectionable color, odor, taste or turbidity will not be 
produced.
    2. In addition, the mixing zone demonstration shall address the 
following factors:
    a. Whether or not adjacent mixing zones overlap;
    b. Whether organisms would be attracted to the area of mixing as a 
result of the effluent character; and
    c. Whether the habitat supports endemic or naturally occurring 
species.
    3. The mixing zone demonstration must be submitted to EPA for 
approval. Following approval of a mixing zone demonstration consistent 
with sections F.1 and F.2, adjustment to the dilution ratio specified in 
section D.1 of this procedure shall be limited to the dilution available 
in the area where discharger-induced mixing occurs.

[[Page 536]]

    4. The mixing zone demonstration shall be based on the assumption 
that a pollutant does not degrade within the proposed mixing zone, 
unless:
    a. Scientifically valid field studies or other relevant information 
demonstrate that degradation of the pollutant is expected to occur under 
the full range of environmental conditions expected to be encountered; 
and
    b. Scientifically valid field studies or other relevant information 
address other factors that affect the level of pollutants in the water 
column including, but not limited to, resuspension of sediments, 
chemical speciation, and biological and chemical transformation.

                         Procedure 4: Additivity

    The Great Lakes States and Tribes shall adopt additivity provisions 
consistent with (as protective as) this procedure.
    A. The Great Lakes States and Tribes shall adopt provisions to 
protect human health from the potential adverse additive effects from 
both the noncarcinogenic and carcinogenic components of chemical 
mixtures in effluents. For the chlorinated dibenzo-p-dioxins (CDDs) and 
chlorinated dibenzofurans (CDFs) listed in Table 1, potential adverse 
additive effects in effluents shall be accounted for in accordance with 
section B of this procedure.
    B. Toxicity Equivalency Factors (TEFs)/Bioaccumulation Equivalency 
Factors (BEFs).
    1. The TEFs in Table 1 and BEFs in Table 2 shall be used when 
calculating a 2,3,7,8-TCDD toxicity equivalence concentration in 
effluent to be used when implementing both human health noncancer and 
cancer criteria. The chemical concentration of each CDDs and CDFs in 
effluent shall be converted to a 2,3,7,8-TCDD toxicity equivalence 
concentration in effluent by (a) multiplying the chemical concentration 
of each CDDs and CDFs in the effluent by the appropriate TEF in Table 1 
below, (b) multiplying each product from step (a) by the BEF for each 
CDDs and CDFs in Table 2 below, and (c) adding all final products from 
step (b). The equation for calculating the 2,3,7,8-TCDD toxicity 
equivalence concentration in effluent is:
[GRAPHIC] [TIFF OMITTED] TR23MR95.118

where:

(TEC)tcdd=2,3,7,8-TCDD toxicity equivalence concentration in 
effluent
(C)x=concentration of total chemical x in effluent
(TEF)x=TCDD toxicity equivalency factor for x
(BEF)x=TCDD bioaccumulation equivalency factor for x

    2. The 2,3,7,8-TCDD toxicity equivalence concentration in effluent 
shall be used when developing waste load allocations under procedure 3, 
preliminary waste load allocations for purposes of determining 
reasonable potential under procedure 5, and for purposes of establishing 
effluent quality limits under procedure 5.

         Table 1--Toxicity Equivalency Factors for CDDs and CDFs
------------------------------------------------------------------------
                          Congener                               TEF
------------------------------------------------------------------------
2,3,7,8-TCDD...............................................        1.0
1,2,3,7,8-PeCDD............................................        0.5
1,2,3,4,7,8-HxCDD..........................................        0.1
1,2,3,6,7,8-HxCDD..........................................        0.1
1,2,3,7,8,9-HxCDD..........................................        0.1
1,2,3,4,6,7,8-HpCDD........................................        0.01
OCDD.......................................................        0.001
2,3,7,8-TCDF...............................................        0.1
1,2,3,7,8-PeCDF............................................        0.05
2,3,4,7,8-PeCDF............................................        0.5
1,2,3,4,7,8-HxCDF..........................................        0.1
1,2,3,6,7,8-HxCDF..........................................        0.1
2,3,4,6,7,8-HxCDF..........................................        0.1
1,2,3,7,8,9-HxCDF..........................................        0.1
1,2,3,4,6,7,8-HpCDF........................................        0.01
1,2,3,4,7,8,9-HpCDF........................................        0.01
OCDF.......................................................        0.001
------------------------------------------------------------------------


     Table 2--Bioaccumulation Equivalency Factors for CDDs and CDFs
------------------------------------------------------------------------
                          Congener                               BEF
------------------------------------------------------------------------
2,3,7,8-TCDD...............................................        1.0
1,2,3,7,8-PeCDD............................................        0.9
1,2,3,4,7,8-HxCDD..........................................        0.3
1,2,3,6,7,8-HxCDD..........................................        0.1
1,2,3,7,8,9-HxCDD..........................................        0.1
1,2,3,4,6,7,8-HpCDD........................................        0.05
OCDD.......................................................        0.01
2,3,7,8-TCDF...............................................        0.8
1,2,3,7,8-PeCDF............................................        0.2
2,3,4,7,8-PeCDF............................................        1.6
1,2,3,4,7,8-HxCDF..........................................        0.08
1,2,3,6,7,8-HxCDF..........................................        0.2
2,3,4,6,7,8-HxCDF..........................................        0.7
1,2,3,7,8,9-HxCDF..........................................        0.6
1,2,3,4,6,7,8-HpCDF........................................        0.01
1,2,3,4,7,8,9-HpCDF........................................        0.4
OCDF.......................................................        0.02
------------------------------------------------------------------------

   Procedure 5: Reasonable Potential To Exceed Water Quality Standards

    Great Lakes States and Tribes shall adopt provisions consistent with 
(as protective as) this procedure. If a permitting authority determines 
that a pollutant is or may be discharged into the Great Lakes System at 
a level which will cause, have the reasonable potential to cause, or 
contribute to an excursion above any Tier I criterion or Tier II value, 
the permitting authority shall incorporate a water quality-based 
effluent limitation (WQBEL) in an NPDES permit for the discharge of that 
pollutant. When facility-specific effluent monitoring data are 
available, the permitting authority shall make

[[Page 537]]

this determination by developing preliminary effluent limitations (PEL) 
and comparing those effluent limitations to the projected effluent 
quality (PEQ) of the discharge in accordance with the following 
procedures. In all cases, the permitting authority shall use any valid, 
relevant, representative information that indicates a reasonable 
potential to exceed any Tier I criterion or Tier II value.
    A. Developing Preliminary Effluent Limitations on the Discharge of a 
Pollutant From a Point Source.
    1. The permitting authority shall develop preliminary wasteload 
allocations (WLAs) for the discharge of the pollutant from the point 
source to protect human health, wildlife, acute aquatic life, and 
chronic aquatic life, based upon any existing Tier I criteria. Where 
there is no Tier I criterion nor sufficient data to calculate a Tier I 
criterion, the permitting authority shall calculate a Tier II value for 
such pollutant for the protection of human health, and aquatic life and 
the preliminary WLAs shall be based upon such values. Where there is 
insufficient data to calculate a Tier II value, the permitting authority 
shall apply the procedure set forth in section C of this procedure to 
determine whether data must be generated to calculate a Tier II value.
    2. The following provisions in procedure 3 of appendix F shall be 
used as the basis for determining preliminary WLAs in accordance with 
section 1 of this procedure: procedure 3.B.9, Background Concentrations 
of Pollutants; procedure 3.C, Mixing Zones for Bioaccumulative Chemicals 
of Concern (BCCs), procedures 3.C.1, and 3.C.3 through 3.C.6; procedure 
3.D, Deriving TMDLs for Discharges to Lakes (when the receiving water is 
an open water of the Great Lakes (OWGL), an inland lake or other water 
of the Great Lakes System with no appreciable flow relative to its 
volume); procedure 3.E, Deriving TMDLs, WLAs and Preliminary WLAs, and 
load allocations (LAs) for Discharges to Great Lakes System Tributaries 
(when the receiving water is a tributary or connecting channel of the 
Great Lakes that exhibits appreciable flow relative to its volume); and 
procedure 3.F, Mixing Zone Demonstration Requirements.
    3. The permitting authority shall develop PELs consistent with the 
preliminary WLAs developed pursuant to sections A.1 and A.2 of this 
procedure, and in accordance with existing State or Tribal procedures 
for converting WLAs into WQBELs. At a minimum:
    a. The PELs based upon criteria and values for the protection of 
human health and wildlife shall be expressed as monthly limitations;
    b. The PELs based upon criteria and values for the protection of 
aquatic life from chronic effects shall be expressed as either monthly 
limitations or weekly limitations; and
    c. The PELs based upon the criteria and values for the protection of 
aquatic life from acute effects shall be expressed as daily limitations.
    B. Determining Reasonable Potential Using Effluent Pollutant 
Concentration Data.
    If representative, facility-specific effluent monitoring data 
samples are available for a pollutant discharged from a point source to 
the waters of the Great Lakes System, the permitting authority shall 
apply the following procedures:
    1. The permitting authority shall specify the PEQ as the 95 percent 
confidence level of the 95th percentile based on a log-normal 
distribution of the effluent concentration; or the maximum observed 
effluent concentration, whichever is greater. In calculating the PEQ, 
the permitting authority shall identify the number of effluent samples 
and the coefficient of variation of the effluent data, obtain the 
appropriate multiplying factor from Table 1 of procedure 6 of appendix 
F, and multiply the maximum effluent concentration by that factor. The 
coefficient of variation of the effluent data shall be calculated as the 
ratio of the standard deviation of the effluent data divided by the 
arithmetic average of the effluent data, except that where there are 
fewer than ten effluent concentration data points the coefficient of 
variation shall be specified as 0.6. If the PEQ exceeds any of the PELs 
developed in accordance with section A.3 of this procedure, the 
permitting authority shall establish a WQBEL in a NPDES permit for such 
pollutant.
    2. In lieu of following the procedures under section B.1 of this 
procedure, the permitting authority may apply procedures consistent with 
the following:
    a. The permitting authority shall specify the PEQ as the 95th 
percentile of the distribution of the projected population of daily 
values of the facility-specific effluent monitoring data projected using 
a scientifically defensible statistical method that accounts for and 
captures the long-term daily variability of the effluent quality, 
accounts for limitations associated with sparse data sets and, unless 
otherwise shown by the effluent data set, assumes a lognormal 
distribution of the facility-specific effluent data. If the PEQ exceeds 
the PEL based on the criteria and values for the protection of aquatic 
life from acute effects developed in accordance with section A.3 of this 
procedure, the permitting authority shall establish a WQBEL in an NPDES 
permit for such pollutant;
    b. The permitting authority shall calculate the PEQ as the 95th 
percentile of the distribution of the projected population of monthly 
averages of the facility-specific effluent monitoring data using a 
scientifically defensible statistical method that accounts for and 
captures the long-term variability of the monthly average effluent 
quality, accounts for limitations associated with sparse

[[Page 538]]

data sets and, unless otherwise shown by the effluent data set, assumes 
a lognormal distribution of the facility-specific effluent data. If the 
PEQ exceeds the PEL based on criteria and values for the protection of 
aquatic life from chronic effects, human health or wildlife developed in 
accordance with section A.3 of this procedure, the permitting authority 
shall establish a WQBEL in an NPDES permit for such pollutant; and
    c. The permitting authority shall calculate the PEQ as the 95th 
percentile of the distribution of the projected population of weekly 
averages of the facility-specific effluent monitoring data using a 
scientifically defensible statistical method that accounts for and 
captures the long-term variability of the weekly average effluent 
quality, accounts for limitations associated with sparse data sets and, 
unless otherwise shown by the effluent data set, assumes a lognormal 
distribution of the facility-specific effluent data. If the PEQ exceeds 
the PEL based on criteria and values to protect aquatic life from 
chronic effects developed in accordance with section A.3 of this 
procedure, the permitting authority shall establish a WQBEL in an NPDES 
permit for such pollutant.
    C. Developing Necessary Data to Calculate Tier II Values Where Such 
Data Does Not Currently Exist.
    1. Except as provided in sections C.2, C.4, or D of this procedure, 
for each pollutant listed in Table 6 of part 132 that a permittee 
reports as known or believed to be present in its effluent, and for 
which pollutant data sufficient to calculate Tier II values for non-
cancer human health, acute aquatic life and chronic aquatic life do not 
exist, the permitting authority shall take the following actions:
    a. The permitting authority shall use all available, relevant 
information, including Quantitative Structure Activity Relationship 
information and other relevant toxicity information, to estimate ambient 
screening values for such pollutant which will protect humans from 
health effects other than cancer, and aquatic life from acute and 
chronic effects.
    b. Using the procedures specified in sections A.1 and A.2 of this 
procedure, the permitting authority shall develop preliminary WLAs for 
the discharge of the pollutant from the point source to protect human 
health, acute aquatic life, and chronic aquatic life, based upon the 
estimated ambient screening values.
    c. The permitting authority shall develop PELs in accordance with 
section A.3 of this procedure, which are consistent with the preliminary 
WLAs developed in accordance with section C.1.b of this procedure.
    d. The permitting authority shall compare the PEQ developed 
according to the procedures set forth in section B of this procedure to 
the PELs developed in accordance with section C.1.c of this procedure. 
If the PEQ exceeds any of the PELs, the permitting authority shall 
generate or require the permittee to generate the data necessary to 
derive Tier II values for noncancer human health, acute aquatic life and 
chronic aquatic life.
    e. The data generated in accordance with section C.1.d of this 
procedure shall be used in calculating Tier II values as required under 
section A.1 of this procedure. The calculated Tier II value shall be 
used in calculating the preliminary WLA and PEL under section A of this 
procedure, for purposes of determining whether a WQBEL must be included 
in the permit. If the permitting authority finds that the PEQ exceeds 
the calculated PEL, a WQBEL for the pollutant or a permit limit on an 
indicator parameter consistent with 40 CFR 122.44(d)(1)(vi)(C) must be 
included in the permit.
    2. With the exception of bioaccumulative chemicals of concern 
(BCCs), a permitting authority is not required to apply the procedures 
set forth in section C.1 of this procedure or include WQBELs to protect 
aquatic life for any pollutant listed in Table 6 of part 132 discharged 
by an existing point source into the Great Lakes System, if:
    a. There is insufficient data to calculate a Tier I criterion or 
Tier II value for aquatic life for such pollutant;
    b. The permittee has demonstrated through a biological assessment 
that there are no acute or chronic effects on aquatic life in the 
receiving water; and
    c. The permittee has demonstrated in accordance with procedure 6 of 
this appendix that the whole effluent does not exhibit acute or chronic 
toxicity.
    3. Nothing in sections C.1 or C.2 of this procedure shall preclude 
or deny the right of a permitting authority to:
    a. Determine, in the absence of the data necessary to derive a Tier 
II value, that the discharge of the pollutant will cause, have the 
reasonable potential to cause, or contribute to an excursion above a 
narrative criterion for water quality; and
    b. Incorporate a WQBEL for the pollutant into an NPDES permit.
    4. If the permitting authority develops a WQBEL consistent with 
section C.3 of this procedure, and the permitting authority demonstrates 
that the WQBEL developed under section C.3 of this procedure is at least 
as stringent as a WQBEL that would have been based upon the Tier II 
value or values for that pollutant, the permitting authority shall not 
be obligated to generate or require the permittee to generate the data 
necessary to derive a Tier II value or values for that pollutant.
    D. Consideration of Intake Pollutants in Determining Reasonable 
Potential.
    1. General.

[[Page 539]]

    a. Any procedures adopted by a State or Tribe for considering intake 
pollutants in water quality-based permitting shall be consistent with 
this section and section E.
    b. The determinations under this section and section E shall be made 
on a pollutant-by-pollutant, outfall-by-outfall, basis.
    c. This section and section E apply only in the absence of a TMDL 
applicable to the discharge prepared by the State or Tribe and approved 
by EPA, or prepared by EPA pursuant to 40 CFR 130.7(d), or in the 
absence of an assessment and remediation plan submitted and approved in 
accordance with procedure 3.A. of appendix F. This section and section E 
do not alter the permitting authority's obligation under 40 CFR 
122.44(d)(vii)(B) to develop effluent limitations consistent with the 
assumptions and requirements of any available WLA for the discharge, 
which is part of a TMDL prepared by the State or Tribe and approved by 
EPA pursuant to 40 CFR 130.7, or prepared by EPA pursuant to 40 CFR 
130.7(d).
    2. Definition of Same Body of Water.
    a. This definition applies to this section and section E of this 
procedure.
    b. An intake pollutant is considered to be from the same body of 
water as the discharge if the permitting authority finds that the intake 
pollutant would have reached the vicinity of the outfall point in the 
receiving water within a reasonable period had it not been removed by 
the permittee. This finding may be deemed established if:
    i. The background concentration of the pollutant in the receiving 
water (excluding any amount of the pollutant in the facility's 
discharge) is similar to that in the intake water;
    ii. There is a direct hydrological connection between the intake and 
discharge points; and
    iii. Water quality characteristics (e.g., temperature, Ph, hardness) 
are similar in the intake and receiving waters.
    c. The permitting authority may also consider other site-specific 
factors relevant to the transport and fate of the pollutant to make the 
finding in a particular case that a pollutant would or would not have 
reached the vicinity of the outfall point in the receiving water within 
a reasonable period had it not been removed by the permittee.
    d. An intake pollutant from groundwater may be considered to be from 
the same body of water if the permitting authority determines that the 
pollutant would have reached the vicinity of the outfall point in the 
receiving water within a reasonable period had it not been removed by 
the permittee, except that such a pollutant is not from the same body of 
water if the groundwater contains the pollutant partially or entirely 
due to human activity, such as industrial, commercial, or municipal 
operations, disposed actions, or treatment processes.
    e. An intake pollutant is the amount of a pollutant that is present 
in waters of the United States (including groundwater as provided in 
section D.2.d of this procedure) at the time it is withdrawn from such 
waters by the discharger or other facility (e.g., public water supply) 
supplying the discharger with intake water.
    3. Reasonable Potential Determination.
    a. The permitting authority may use the procedure described in this 
section of procedure 5 in lieu of procedures 5.A through C provided the 
conditions specified below are met.
    b. The permitting authority may determine that there is no 
reasonable potential for the discharge of an identified intake pollutant 
or pollutant parameter to cause or contribute to an excursion above a 
narrative or numeric water quality criterion within an applicable water 
quality standard where a discharger demonstrates to the satisfaction of 
the permitting authority (based upon information provided in the permit 
application or other information deemed necessary by the permitting 
authority) that:
    i. The facility withdraws 100 percent of the intake water containing 
the pollutant from the same body of water into which the discharge is 
made;
    ii. The facility does not contribute any additional mass of the 
identified intake pollutant to its wastewater;
    iii. The facility does not alter the identified intake pollutant 
chemically or physically in a manner that would cause adverse water 
quality impacts to occur that would not occur if the pollutants were 
left in-stream;
    iv. The facility does not increase the identified intake pollutant 
concentration, as defined by the permitting authority, at the edge of 
the mixing zone, or at the point of discharge if a mixing zone is not 
allowed, as compared to the pollutant concentration in the intake water, 
unless the increased concentration does not cause or contribute to an 
excursion above an applicable water quality standard; and
    v. The timing and location of the discharge would not cause adverse 
water quality impacts to occur that would not occur if the identified 
intake pollutant were left in-stream.
    c. Upon a finding under section D.3.b of this procedure that a 
pollutant in the discharge does not cause, have the reasonable potential 
to cause, or contribute to an excursion above an applicable water 
quality standard, the permitting authority is not required to include a 
WQBEL for the identified intake pollutant in the facility's permit, 
provided:
    i. The NPDES permit fact sheet or statement of basis includes a 
specific determination that there is no reasonable potential for the 
discharge of an identified intake pollutant to cause or contribute to an 
excursion

[[Page 540]]

above an applicable narrative or numeric water quality criterion and 
references appropriate supporting documentation included in the 
administrative record;
    ii. The permit requires all influent, effluent, and ambient 
monitoring necessary to demonstrate that the conditions in section D.3.b 
of this procedure are maintained during the permit term; and
    iii. The permit contains a reopener clause authorizing modification 
or revocation and reissuance of the permit if new information indicates 
changes in the conditions in section D.3.b of this procedure.
    d. Absent a finding under section D.3.b of this procedure that a 
pollutant in the discharge does not cause, have the reasonable potential 
to cause, or contribute to an excursion above an applicable water 
quality standard, the permitting authority shall use the procedures 
under sections 5.A through C of this procedure to determine whether a 
discharge causes, has the reasonable potential to cause, or contribute 
to an excursion above an applicable narrative or numeric water quality 
criterion.
    E. Consideration of Intake Pollutants in Establishing WQBELs.
    1. General. This section applies only when the concentration of the 
pollutant of concern upstream of the discharge (as determined using the 
provisions in procedure 3.B.9 of appendix F) exceeds the most stringent 
applicable water quality criterion for that pollutant.
    2. The requirements of sections D.1-D.2 of this procedure shall also 
apply to this section.
    3. Intake Pollutants from the Same Body of Water.
    a. In cases where a facility meets the conditions in sections 
D.3.b.i and D.3.b.iii through D.3.b.v of this procedure, the permitting 
authority may establish effluent limitations allowing the facility to 
discharge a mass and concentration of the pollutant that are no greater 
than the mass and concentration of the pollutant identified in the 
facility's intake water (``no net addition limitations''). The permit 
shall specify how compliance with mass and concentration limitations 
shall be assessed. No permit may authorize ``no net addition 
limitations'' which are effective after March 23, 2007. After that date, 
WQBELs shall be established in accordance with procedure 5.F.2 of 
appendix F.
    b. Where proper operation and maintenance of a facility's treatment 
system results in removal of a pollutant, the permitting authority may 
establish limitations that reflect the lower mass and/or concentration 
of the pollutant achieved by such treatment, taking into account the 
feasibility of establishing such limits.
    c. For pollutants contained in intake water provided by a water 
system, the concentration of the intake pollutant shall be determined at 
the point where the raw water supply is removed from the same body of 
water, except that it shall be the point where the water enters the 
water supplier's distribution system where the water treatment system 
removes any of the identified pollutants from the raw water supply. Mass 
shall be determined by multiplying the concentration of the pollutant 
determined in accordance with this paragraph by the volume of the 
facility's intake flow received from the water system.
    4. Intake Pollutants from a Different Body of Water. Where the 
pollutant in a facility's discharge originates from a water of the 
United States that is not the same body of water as the receiving water 
(as determined in accordance with section D.2 of this procedure), WQBELs 
shall be established based upon the most stringent applicable water 
quality criterion for that pollutant.
    5. Multiple Sources of Intake Pollutants. Where a facility 
discharges intake pollutants that originate in part from the same body 
of water, and in part from a different body of water, the permitting 
authority may apply the procedures of sections E.3 and E.4 of this 
procedure to derive an effluent limitation reflecting the flow-weighted 
average of each source of the pollutant, provided that adequate 
monitoring to determine compliance can be established and is included in 
the permit.
    F. Other Applicable Conditions.
    1. In addition to the above procedures, effluent limitations shall 
be established to comply with all other applicable State, Tribal and 
Federal laws and regulations, including technology-based requirements 
and antidegradation policies.
    2. Once the permitting authority has determined in accordance with 
this procedure that a WQBEL must be included in an NPDES permit, the 
permitting authority shall:
    a. Rely upon the WLA established for the point source either as part 
of any TMDL prepared under procedure 3 of this appendix and approved by 
EPA pursuant to 40 CFR 130.7, or as part of an assessment and 
remediation plan developed and approved in accordance with procedure 3.A 
of this appendix, or, in the absence of such TMDL or plan, calculate 
WLAs for the protection of acute and chronic aquatic life, wildlife and 
human health consistent with the provisions referenced in section A.1 of 
this procedure for developing preliminary wasteload allocations, and
    b. Develop effluent limitations consistent with these WLAs in 
accordance with existing State or Tribal procedures for converting WLAs 
into WQBELs.
    3. When determining whether WQBELs are necessary, information from 
chemical-specific, whole effluent toxicity and biological

[[Page 541]]

assessments shall be considered independently.
    4. If the geometric mean of a pollutant in fish tissue samples 
collected from a waterbody exceeds the tissue basis of a Tier I 
criterion or Tier II value, after consideration of the variability of 
the pollutant's bioconcentration and bioaccumulation in fish, each 
facility that discharges detectable levels of such pollutant to that 
water has the reasonable potential to cause or contribute to an 
excursion above a Tier I criteria or a Tier II value and the permitting 
authority shall establish a WQBEL for such pollutant in the NPDES permit 
for such facility.

            Procedure 6: Whole Effluent Toxicity Requirements

    The Great Lakes States and Tribes shall adopt provisions consistent 
with (as protective as) procedure 6 of appendix F of part 132.
    The following definitions apply to this part:
    Acute toxic unit (TUa). 100/LC50 where the 
LC50 is expressed as a percent effluent in the test medium of 
an acute whole effluent toxicity (WET) test that is statistically or 
graphically estimated to be lethal to 50 percent of the test organisms.
    Chronic toxic unit (TUc). 100/NOEC or 100/
IC25, where the NOEC and IC25 are expressed as a 
percent effluent in the test medium.
    Inhibition concentration 25 (IC25). The toxicant 
concentration that would cause a 25 percent reduction in a non-quantal 
biological measurement for the test population. For example, the 
IC25 is the concentration of toxicant that would cause a 25 
percent reduction in mean young per female or in growth for the test 
population.
    No observed effect concentration (NOEC). The highest concentration 
of toxicant to which organisms are exposed in a full life-cycle or 
partial life-cycle (short-term) test, that causes no observable adverse 
effects on the test organisms (i.e., the highest concentration of 
toxicant in which the values for the observed responses are not 
statistically significantly different from the controls).
    A. Whole Effluent Toxicity Requirements. The Great Lakes States and 
Tribes shall adopt whole effluent toxicity provisions consistent with 
the following:
    1. A numeric acute WET criterion of 0.3 acute toxic units 
(TUa) measured pursuant to test methods in 40 CFR part 136, 
or a numeric interpretation of a narrative criterion establishing that 
0.3 TUa measured pursuant to test methods in 40 CFR part 136 
is necessary to protect aquatic life from acute effects of WET. At the 
discretion of the permitting authority, the foregoing requirement shall 
not apply in an acute mixing zone that is sized in accordance with EPA-
approved State and Tribal methods.
    2. A numeric chronic WET criterion of one chronic toxicity unit 
(TUc) measured pursuant to test methods in 40 CFR part 136, 
or a numeric interpretation of a narrative criterion establishing that 
one TUc measured pursuant to test methods in 40 CFR part 136 
is necessary to protect aquatic life from the chronic effects of WET. At 
the discretion of the permitting authority, the foregoing requirements 
shall not apply within a chronic mixing zone consistent with: (a) 
procedures 3.D.1 and 3.D.4, for discharges to the open of the Great 
Lakes (OWGL), inland lakes and other waters of the Great Lakes System 
with no appreciable flow relative to their volume, or (b) procedure 
3.E.5 for discharges to tributaries and connecting channels of the Great 
Lakes System.
    B. WET Test Methods. All WET tests performed to implement or 
ascertain compliance with this procedure shall be performed in 
accordance with methods established in 40 CFR part 136.
    C. Permit Conditions.
    1. Where a permitting authority determines pursuant to section D of 
this procedure that the WET of an effluent is or may be discharged at a 
level that will cause, have the reasonable potential to cause, or 
contribute to an excursion above any numeric WET criterion or narrative 
criterion within a State's or Tribe's water quality standards, the 
permitting authority:
    a. Shall (except as provided in section C.1.e of this procedure) 
establish a water quality-based effluent limitation (WQBEL) or WQBELs 
for WET consistent with section C.1.b of this procedure;
    b. Shall calculate WQBELs pursuant to section C.1.a. of this 
procedure to ensure attainment of the State's or Tribe's chronic WET 
criteria under receiving water flow conditions described in procedures 
3.E.1.a (or where applicable, with procedure 3.E.1.e) for Great Lakes 
System tributaries and connecting channels, and with mixing zones no 
larger than allowed pursuant to section A.2. of this procedure. Shall 
calculate WQBELs to ensure attainment of the State's or Tribe's acute 
WET criteria under receiving water flow conditions described in 
procedure 3.E.1.b (or where applicable, with procedure 3.E.1.e) for 
Great Lakes System tributaries and connecting channels, with an 
allowance for mixing zones no greater than specified pursuant to section 
A.1 of this procedure.
    c. May specify in the NPDES permit the conditions under which a 
permittee would be required to perform a toxicity reduction evaluation.
    d. May allow with respect to any WQBEL established pursuant to 
section C.1.a of this procedure an appropriate schedule of compliance 
consistent with procedure 9 of appendix F; and
    e. May decide on a case-by-case basis that a WQBEL for WET is not 
necessary if the State's or Tribe's water quality standards do not 
contain a numeric criterion for WET,

[[Page 542]]

and the permitting authority demonstrates in accordance with 40 CFR 
122.44(d)(1)(v) that chemical-specific effluent limits are sufficient to 
ensure compliance with applicable criteria.
    2. Where a permitting authority lacks sufficient information to 
determine pursuant to section D of this procedure whether the WET of an 
effluent is or may be discharged at levels that will cause, have the 
reasonable potential to cause, or contribute to an excursion above any 
numeric WET criterion or narrative criterion within a State's or Tribe's 
water quality standards, then the permitting authority should consider 
including in the NPDES permit appropriate conditions to require 
generation of additional data and to control toxicity if found, such as:
    a. WET testing requirements to generate the data needed to 
adequately characterize the toxicity of the effluent to aquatic life;
    b. Language requiring a permit reopener clause to establish WET 
limits if any toxicity testing data required pursuant to section C.2.a 
of this procedure indicate that the WET of an effluent is or may be 
discharged at levels that will cause, have the reasonable potential to 
cause, or contribute to an excursion above any numeric WET criterion or 
narrative criterion within a State's or Tribe's water quality standards.
    3. Where sufficient data are available for a permitting authority to 
determine pursuant to section D of this procedure that the WET of an 
effluent neither is nor may be discharged at a level that will cause, 
have the reasonable potential to cause, or contribute to an excursion 
above any numeric WET criterion or narrative criterion within a State's 
or Tribe's water quality standards, the permitting authority may include 
conditions and limitations described in section C.2 of this procedure at 
its discretion.
    D. Reasonable Potential Determinations. The permitting authority 
shall take into account the factors described in 40 CFR 122.44(d)(1)(ii) 
and, where representative facility-specific WET effluent data are 
available, apply the following requirements in determining whether the 
WET of an effluent is or may be discharged at a level that will cause, 
have the reasonable potential to cause, or contribute to an excursion 
above any numeric WET criterion or narrative criterion within a State's 
or Tribe's water quality standards.
    1. The permitting authority shall characterize the toxicity of the 
discharge by:
    a. Either averaging or using the maximum of acute toxicity values 
collected within the same day for each species to represent one daily 
value. The maximum of all daily values for the most sensitive species 
tested is used for reasonable potential determinations;
    b. Either averaging or using the maximum of chronic toxicity values 
collected within the same calendar month for each species to represent 
one monthly value. The maximum of such values, for the most sensitive 
species tested, is used for reasonable potential determinations:
    c. Estimating the toxicity values for the missing endpoint using a 
default acute-chronic ratio (ACR) of 10, when data exist for either 
acute WET or chronic WET, but not for both endpoints.
    2. The WET of an effluent is or may be discharged at a level that 
will cause, have the reasonable potential to cause, or contribute to an 
excursion above any numeric acute WET criterion or numeric 
interpretation of a narrative criterion within a State's or Tribe's 
water quality standards, when effluent-specific information demonstrates 
that:

(TUa effluent) (B) (effluent flow/(Qad+effluent 
flow))AC

Where TUa effluent is the maximum measured acute toxicity of 
100 percent effluent determined pursuant to section D.1.a. of this 
procedure, B is the multiplying factor taken from Table F6-1 of this 
procedure to convert the highest measured effluent toxicity value to the 
estimated 95th percentile toxicity value for the discharge, effluent 
flow is the same effluent flow used to calculate the preliminary 
wasteload allocations (WLAs) for individual pollutants to meet the acute 
criteria and values for those pollutants, AC is the numeric acute WET 
criterion or numeric interpretation of a narrative criterion established 
pursuant to section A.1 of this procedure and expressed in 
TUa, and Qad is the amount of the receiving water available 
for dilution calculated using: (i) the specified design flow(s) for 
tributaries and connecting channels in section C.1.b of this procedure, 
or where appropriate procedure 3.E.1.e of appendix F, and using EPA-
approved State and Tribal procedures for establishing acute mixing zones 
in tributaries and connecting channels, or (ii) the EPA-approved State 
and Tribal procedures for establishing acute mixing zones in OWGLs. 
Where there are less than 10 individual WET tests, the multiplying 
factor taken from Table F6-1 of this procedure shall be based on a 
coefficient of variation (CV) or 0.6. Where there are 10 or more 
individual WET tests, the multiplying factor taken from Table F6-1 shall 
be based on a CV calculated as the standard deviation of the acute 
toxicity values found in the WET tests divided by the arithmetic mean of 
those toxicity values.
    3. The WET of an effluent is or may be discharged at a level that 
will cause, have the reasonable potential to cause, or contribute to an 
excursion above any numeric chronic WET criterion or numeric 
interpretation of a narrative criterion within a State's or Tribe's 
water quality standards, when effluent-specific information demonstrates 
that:

(TUc effluent) (B) (effluent flow/Qad+effluent 
flow))CC


[[Page 543]]


Where TUc effluent is the maximum measured chronic toxicity 
value of 100 percent effluent determined in accordance with section 
D.1.b. of this procedure, B is the multiplying factor taken from Table 
F6-1 of this procedure, effluent flow is the same effluent flow used to 
calculate the preliminary WLAs for individual pollutants to meet the 
chronic criteria and values for those pollutants, CC is the numeric 
chronic WET criterion or numeric interpretation of a narrative criterion 
established pursuant to section A.2 of this procedure and expressed in 
TUc, and Qad
is the amount of the receiving water available for dilution calculated 
using: (i) the design flow(s) for tributaries and connecting channels 
specified in procedure 3.E.1.a of appendix F, and where appropriate 
procedure 3.E.1.e of appendix F, and in accordance with the provisions 
of procedure 3.E.5 for chronic mixing zones, or (ii) procedures 3.D.1 
and 3.D.4 for discharges to the OWGLs. Where there are less than 10 
individual WET tests, the multiplying factor taken from Table F6-1 of 
this procedure shall be based on a CV of 0.6. Where there are 10 more 
individual WET tests, the multiplying factor taken from Table F6-1 of 
this procedure shall be based on a CV calculated as the standard 
deviation of the WET tests divided by the arithmetic mean of the WET 
tests.

                                              Table F6-1--Reasonable Potential Multiplying Factors: 95% Confidence Level and 95% Probability Basis
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
                                                                                                               Coefficient of variation
                  Number of Samples                  -------------------------------------------------------------------------------------------------------------------------------------------
                                                       0.1    0.2    0.3    0.4    0.5    0.6    0.7    0.8    0.9    1.0    1.1    1.2    1.3    1.4    1.5    1.6    1.7    1.8    1.9    2.0
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
1...................................................    1.4    1.9    2.6    3.6    4.7    6.2    8.0   10.1   12.6   15.5   18.7   22.3   26.4   30.8   35.6   40.7   46.2   52.1   58.4   64.9
2...................................................    1.3    1.6    2.0    2.5    3.1    3.8    4.6    5.4    6.4    7.4    8.5    9.7   10.9   12.2   13.6   15.0   16.4   17.9   19.5   21.1
3...................................................    1.2    1.5    1.8    2.1    2.5    3.0    3.5    4.0    4.6    5.2    5.8    6.5    7.2    7.9    8.6    9.3   10.0   10.8   11.5   12.3
4...................................................    1.2    1.4    1.7    1.9    2.2    2.6    2.9    3.3    3.7    4.2    4.6    5.0    5.5    6.0    6.4    6.9    7.4    7.8    8.3    8.8
5...................................................    1.2    1.4    1.6    1.8    2.1    2.3    2.6    2.9    3.2    3.6    3.9    4.2    4.5    4.9    5.2    5.6    5.9    6.2    6.6    6.9
6...................................................    1.1    1.3    1.5    1.7    1.9    2.1    2.4    2.6    2.9    3.1    3.4    3.7    3.9    4.2    4.5    4.7    5.0    5.2    5.5    5.7
7...................................................    1.1    1.3    1.4    1.6    1.8    2.0    2.2    2.4    2.6    2.8    3.1    3.3    3.5    3.7    3.9    4.1    4.3    4.5    4.7    4.9
8...................................................    1.1    1.3    1.4    1.6    1.7    1.9    2.1    2.3    2.4    2.6    2.8    3.0    3.2    3.3    3.5    3.7    3.9    4.0    4.2    4.3
9...................................................    1.1    1.2    1.4    1.5    1.7    1.8    2.0    2.1    2.3    2.4    2.6    2.8    2.9    3.1    3.2    3.4    3.5    3.6    3.8    3.9
10..................................................    1.1    1.2    1.3    1.5    1.6    1.7    1.9    2.0    2.2    2.3    2.4    2.6    2.7    2.8    3.0    3.1    3.2    3.3    3.4    3.6
11..................................................    1.1    1.2    1.3    1.4    1.6    1.7    1.8    1.9    2.1    2.2    2.3    2.4    2.5    2.7    2.8    2.9    3.0    3.1    3.2    3.3
12..................................................    1.1    1.2    1.3    1.4    1.5    1.6    1.7    1.9    2.0    2.1    2.2    2.3    2.4    2.5    2.6    2.7    2.8    2.9    3.0    3.0
13..................................................    1.1    1.2    1.3    1.4    1.5    1.6    1.7    1.8    1.9    2.0    2.1    2.2    2.3    2.4    2.5    2.5    2.6    2.7    2.8    2.9
14..................................................    1.1    1.2    1.3    1.4    1.4    1.5    1.6    1.7    1.8    1.9    2.0    2.1    2.2    2.3    2.3    2.4    2.5    2.6    2.6    2.7
15..................................................    1.1    1.2    1.2    1.3    1.4    1.5    1.6    1.7    1.8    1.8    1.9    2.0    2.1    2.2    2.2    2.3    2.4    2.4    2.5    2.5
16..................................................    1.1    1.1    1.2    1.3    1.4    1.5    1.6    1.6    1.7    1.8    1.9    1.9    2.0    2.1    2.1    2.2    2.3    2.3    2.4    2.4
17..................................................    1.1    1.1    1.2    1.3    1.4    1.4    1.5    1.6    1.7    1.7    1.8    1.9    1.9    2.0    2.0    2.1    2.2    2.2    2.3    2.3
18..................................................    1.1    1.1    1.2    1.3    1.3    1.4    1.5    1.6    1.6    1.7    1.7    1.8    1.9    1.9    2.0    2.0    2.1    2.1    2.2    2.2
19..................................................    1.1    1.1    1.2    1.3    1.3    1.4    1.5    1.5    1.6    1.6    1.7    1.8    1.8    1.9    1.9    2.0    2.0    2.0    2.1    2.1
20..................................................    1.1    1.1    1.2    1.2    1.3    1.4    1.4    1.5    1.5    1.6    1.6    1.7    1.7    1.8    1.8    1.9    1.9    2.0    2.0    2.0
30..................................................    1.0    1.1    1.1    1.1    1.2    1.2    1.2    1.3    1.3    1.3    1.3    1.4    1.4    1.4    1.4    1.5    1.5    1.5    1.5    1.5
40..................................................    1.0    1.0    1.1    1.1    1.1    1.1    1.1    1.1    1.2    1.2    1.2    1.2    1.2    1.2    1.2    1.2    1.2    1.2    1.3    1.3
50..................................................    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1    1.1
60..................................................    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0    1.0
70..................................................    1.0    1.0    1.0    1.0    1.0    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9
80..................................................    1.0    1.0    1.0    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.8    0.8    0.8    0.8    0.8    0.8
90..................................................    1.0    1.0    0.9    0.9    0.9    0.9    0.9    0.9    0.9    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8
100.................................................    1.0    1.0    0.9    0.9    0.9    0.9    0.9    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.8    0.7    0.7    0.7
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

                       Procedure 7: Loading Limits

    The Great Lakes States and Tribes shall adopt provisions consistent 
with (as protective as) this procedure.
    Whenever a water quality-based effluent limitation (WQBEL) is 
developed, the WQBEL shall be expressed as both a concentration value 
and a corresponding mass loading rate.
    A. Both mass and concentration limits shall be based on the same 
permit averaging periods such as daily, weekly, or monthly averages, or 
in other appropriate permit averaging periods.
    B. The mass loading rates shall be calculated using effluent flow 
rates that are consistent with those used in establishing the WQBELs 
expressed in concentration.

    Procedure 8: Water Quality-based Effluent Limitations Below the 
                          Quantification Level

    The Great Lakes States and Tribes shall adopt provisions consistent 
with (as protective as) this procedure.
    When a water quality-based effluent limitation (WQBEL) for a 
pollutant is calculated to be less than the quantification level:
    A. Permit Limits. The permitting authority shall designate as the 
limit in the NPDES permit the WQBEL exactly as calculated.

[[Page 544]]

    B. Analytical Method and Quantification Level.
    1. The permitting authority shall specify in the permit the most 
sensitive, applicable, analytical method, specified in or approved under 
40 CFR part 136, or other appropriate method if one is not available 
under 40 CFR part 136, to be used to monitor for the presence and amount 
in an effluent of the pollutant for which the WQBEL is established; and 
shall specify in accordance with section B.2 of this procedure, the 
quantification level that can be achieved by use of the specified 
analytical method.
    2. The quantification level shall be the minimum level (ML) 
specified in or approved under 40 CFR part 136 for the method for that 
pollutant. If no such ML exists, or if the method is not specified or 
approved under 40 CFR part 136, the quantification level shall be the 
lowest quantifiable level practicable. The permitting authority may 
specify a higher quantification level if the permittee demonstrates that 
a higher quantification level is appropriate because of effluent-
specific matrix interference.
    3. The permit shall state that, for the purpose of compliance 
assessment, the analytical method specified in the permit shall be used 
to monitor the amount of pollutant in an effluent down to the 
quantification level, provided that the analyst has complied with the 
specified quality assurance/quality control procedures in the relevant 
method.
    4. The permitting authority shall use applicable State and Tribal 
procedures to average and account for monitoring data. The permitting 
authority may specify in the permit the value to be used to interpret 
sample values below the quantification level.
    C. Special Conditions. The permit shall contain a reopener clause 
authorizing modification or revocation and reissuance of the permit if 
new information generated as a result of special conditions included in 
the permit indicates that presence of the pollutant in the discharge at 
levels above the WQBEL. Special conditions that may be included in the 
permit include, but are not limited to, fish tissue sampling, whole 
effluent toxicity (WET) tests, limits and/or monitoring requirements on 
internal waste streams, and monitoring for surrogate parameters. Data 
generated as a result of special conditions can be used to reopen the 
permit to establish more stringent effluent limits or conditions, if 
necessary.
    D. Pollutant Minimization Program. The permitting authority shall 
include a condition in the permit requiring the permittee to develop and 
conduct a pollutant minimization program for each pollutant with a WQBEL 
below the quantification level. The goal of the pollutant minimization 
program shall be to maintain the effluent at or below the WQBEL. In 
addition, States and Tribes may consider cost-effectiveness when 
evaluating the requirements of a PMP. The pollutant minimization program 
shall include, but is not limited to, the following:
    1. An annual review and semi-annual monitoring of potential sources 
of the pollutant, which may include fish tissue monitoring and other 
bio-uptake sampling;
    2. Quarterly monitoring for the pollutant in the influent to the 
wastewater treatment system;
    3. Submittal of a control strategy designed to proceed toward the 
goal of maintaining the effluent below the WQBEL;
    4. Implementation of appropriate, cost-effective control measures 
consistent with the control strategy; and
    5. An annual status report that shall be sent to the permitting 
authority including:
    a. All minimization program monitoring results for the previous 
year;
    b. A list of potential sources of the pollutant; and
    c. A summary of all action undertaken pursuant to the control 
strategy.
    6. Any information generated as a result of procedure 8.D can be 
used to support a request for subsequent permit modifications, including 
revisions to (e.g., more or less frequent monitoring), or removal of the 
requirements of procedure 8.D, consistent with 40 CFR 122.44, 122.62 and 
122.63.

                    Procedure 9: Compliance Schedules

    The Great Lakes States and Tribes shall adopt provisions consistent 
with (as protective as) procedure 9 of appendix F of part 132.
    A. Limitations for New Great Lakes Dischargers. When a permit issued 
on or after March 23, 1997 to a new Great Lakes discharger (defined in 
Part 132.2) contains a water quality-based effluent limitation (WQBEL), 
the permittee shall comply with such a limitation upon the commencement 
of the discharge.
    B. Limitations for Existing Great Lakes Dischargers.
    1. Any existing permit that is reissued or modified on or after 
March 23, 1997 to contain a new or more restrictive WQBEL may allow a 
reasonable period of time, up to five years from the date of permit 
issuance or modification, for the permittee to comply with that limit, 
provided that the Tier I criterion or whole effluent toxicity (WET) 
criterion was adopted (or, in the case of a narrative criterion, Tier II 
value, or Tier I criterion derived pursuant to the methodology in 
appendix A of part 132, was newly derived) after July 1, 1977.
    2. When the compliance schedule established under paragraph 1 goes 
beyond the term of the permit, an interim permit limit effective upon 
the expiration date shall be included in the permit and addressed in the 
permit's fact sheet or statement of basis. The administrative record for 
the permit

[[Page 545]]

shall reflect the final limit and its compliance date.
    3. If a permit establishes a schedule of compliance under paragraph 
1 which exceeds one year from the date of permit issuance or 
modification, the schedule shall set forth interim requirements and 
dates for their achievement. The time between such interim dates may not 
exceed one year. If the time necessary for completion of any interim 
requirement is more than one year and is not readily divisible into 
stages for completion, the permit shall require, at a minimum, specified 
dates for annual submission of progress reports on the status of any 
interim requirements.
    C. Delayed Effectiveness of Tier II Limitations for Existing Great 
Lakes Discharges.
    1. Whenever a limit (calculated in accordance with Procedure 3) 
based upon a Tier II value is included in a reissued or modified permit 
for an existing Great Lakes discharger, the permit may provide a 
reasonable period of time, up to two years, in which to provide 
additional studies necessary to develop a Tier I criterion or to modify 
the Tier II value. In such cases, the permit shall require compliance 
with the Tier II limitation within a reasonable period of time, no later 
than five years after permit issuance or modification, and contain a 
reopener clause.
    2. The reopener clause shall authorize permit modifications if 
specified studies have been completed by the permittee or provided by a 
third-party during the time allowed to conduct the specified studies, 
and the permittee or a third-party demonstrates, through such studies, 
that a revised limit is appropriate. Such a revised limit shall be 
incorporated through a permit modification and a reasonable time period, 
up to five years, shall be allowed for compliance. If incorporated prior 
to the compliance date of the original Tier II limitation, any such 
revised limit shall not be considered less-stringent for purposes of the 
anti-backsliding provisions of section 402(o) of the Clean Water Act.
    3. If the specified studies have been completed and do not 
demonstrate that a revised limit is appropriate, the permitting 
authority may provide a reasonable additional period of time, not to 
exceed five years with which to achieve compliance with the original 
effluent limitation.
    4. Where a permit is modified to include new or more stringent 
limitations, on a date within five years of the permit expiration date, 
such compliance schedules may extend beyond the term of a permit 
consistent with section B.2 of this procedure.
    5. If future studies (other than those conducted under paragraphs 1, 
2, or 3 above) result in a Tier II value being changed to a less 
stringent Tier II value or Tier I criterion, after the effective date of 
a Tier II-based limit, the existing Tier II-based limit may be revised 
to be less stringent if:
    (a) It complies with sections 402(o) (2) and (3) of the CWA; or,
    (b) In non-attainment waters, where the existing Tier II limit was 
based on procedure 3, the cumulative effect of revised effluent 
limitation based on procedure 3 of this appendix will assure compliance 
with water quality standards; or,
    (c) In attained waters, the revised effluent limitation complies 
with the State or Tribes' antidegradation policy and procedures.

[60 FR 15387, Mar. 23, 1995, as amended at 63 FR 20110, Apr. 23, 1998; 
65 FR 67650, Nov. 13, 2000]