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Roadmap to the Roadmap to the 7 Steps of LTMO 7 Steps of LTMO Dave Becker US Army Corps of Engineers Hazardous, Toxic, and Radioactive Waste Center of Expertise

Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

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Page 1: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

Roadmap to theRoadmap to the7 Steps of LTMO7 Steps of LTMO

Dave BeckerUS Army Corps of Engineers

Hazardous, Toxic, and Radioactive Waste Center of Expertise

Page 2: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

2

CreditsCreditsThis presentation was largely prepared by Mindy

Vanderford, PhD Groundwater Services, Inc.

Roadmap for Long-Term Monitoring OptimizationContributors:Carolyn Nobel, PARSONSJohn Anthony, MitretekDave Becker, USACE

Demonstration of Two Long-Term Monitoring Optimization Methods

USEPA Office of Superfund Remediation and Technology Innovation

Page 3: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

3

GoalsGoals

• Introduce language,concepts and methods central to LTMO

• Define steps common to LTMO analyses

• Determine if and when optimization is appropriate for your program

Page 4: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

4

7 Steps of LTMO7 Steps of LTMO

Examine Existing Data

Decide if site is a Candidate for LTMO

Determine the type of evaluation

Choose LTMO Method

Implement Plan

Perform Optimization

Define and Document Current Program

Page 5: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

5

Components of your Current Monitoring Program

• Conceptual Site Model

• Objectives

• Design of Monitoring Program

• Management Decision Rules

Know Thyself!Know Thyself!

Current Monitoring ProgramCurrent Monitoring Program

Page 6: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

6

Current Monitoring ProgramCurrent Monitoring Program

Conceptual Site Model

• Sources• Analytes• Matrices• Potential receptors • Regulatory framework• Property use/community issues• Assumptions/Uncertainties

SOIL SOURCE

GW SOURCE

Page 7: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

7(USEPA, 2004)

• Monitoring Objectives– Evaluate remedy effectiveness– Evaluate contaminant

migration– Evaluate changes in natural

resource– Comply with regulatory

requirements

Understand your

motivation

Understand your

motivation

ObjectivesObjectives

Current Monitoring ProgramCurrent Monitoring Program

Page 8: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

8

Design of Current Monitoring Program

• What data have been collected and why?– Analytical methods– Detection limits

• How are data collected?• Where have data been collected?• How have data been analyzed?• How is the dataset managed?• How much does this cost?• Who is paying for this?

Current Monitoring ProgramCurrent Monitoring Program

Page 9: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

9

Management Decision Rules

• Identify actions taken and criteria for actions taken.

• Have monitoring objectives been met?

• How has the monitoring program been altered through time and why.

Current Monitoring ProgramCurrent Monitoring Program

Page 10: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

10

Current Monitoring ProgramCurrent Monitoring Program

Regulatory/Community Issues

• Is the site moving to a different regulatory status/phase?

• What are the long-term goals of property re-use?

• What is my current relationship with stakeholders?

• How can LTMO improve the current stakeholder relationship/property re-use?

Page 11: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

11

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Implement Plan

Perform Optimization

Choose LTMO Method

Determine the type of evaluation

Decide if site is a Candidate for LTMO

Page 12: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

12

Examine Existing DataExamine Existing Data

Acquire and Process Data

• Data acquisition and availability• Data format• Data reduction

Page 13: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

13

Examine Existing DataExamine Existing Data

Checklist (Important stuff)

• Site description/history– RFI, CSM, ROD

• Historical COC data– Investigation and monitoring reports

• Site hydrology/geology– RFI, CSM

• Cleanup Actions– May affect comparability of data– Nature of past actions and timing of actions– Before and after comparison

Page 14: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

14

Examine Existing DataExamine Existing Data

Checklist (Important stuff)

• Well construction/completion intervals– Construction diagrams

• Coordinates of the Sampling Points • Regulatory context, cleanup goals

– Risk based goals• Location of potential receptors

– Risk assessments

??40 CFR

?

Page 15: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

15

Examine Existing DataExamine Existing Data

Checklist (Useful stuff)• Logistical and policy issues

– Stakeholders, property owners • Site features

– Aerials, AutoCad, GIS base maps• Historic hydrology• Geochemistry• Costs and budgets

Budget$$$

Page 16: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

16

Examine Existing DataExamine Existing Data

Data Format

Clean-up your data!• Hunt, gather, beg, create• Convert to electronic files• Database format• Identify spurious points/artifacts• Data deficiencies?

Page 17: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

17

Examine Existing DataExamine Existing Data

Data Reduction

• Data Comparability – How are data flags handled?– Non-detect results– Dilution factors– Changes in Sampling Methods/Crew– Unusual Climatic Effects

• How are duplicates interpreted?• Data consolidation

Page 18: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

18

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Determine the type of evaluation

Choose LTMO Method

Implement Plan

Perform Optimization

Decide if site is a Candidate for LTMO

Page 19: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

19

Candidates forCandidates for LTMOLTMO

Is my site a Candidate?

• Is the site investigation complete?

• Minimum Data requirements fulfilled?

• Remediation status consensus?

• Budget and labor considerations?

You won’t have this site to investigate anymore

Page 20: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

20

Candidates for LTMOCandidates for LTMO

Is my site a Candidate?

• Is the site investigation complete and Conceptual Site Model complete?

– Source identified?– Plume delineated (vertically and

horizontally)?– COC’s identified?– Hydrology known/modeling complete?

Page 21: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

21

Candidates for LTMOCandidates for LTMO

Is my site a Candidate?

• Data requirements fulfilled?– Temporal: > 4 to 6 sample

events, 8 events suggested for significance for some statistical tests

?

CC

TimeTime

Good Data

Good Data

Page 22: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

22

Candidates for LTMOCandidates for LTMO

Is my site a Candidate?

• Data requirements fulfilled?– Spatial: > 6 to 15 monitoring

locations– Spatial: Coverage adequate

vertically and horizontally• Multiple aquifers

– Housekeeping: data organized and complete

?

CC

TimeTime

Good Data

Good Data

Page 23: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

23

Candidates for LTMOCandidates for LTMO

Is my site a Candidate?

• Remediation status confirmed?– Stakeholders agree – Intensive remedies completed

• No major pending changes– Pump and Treat or Natural

Attenuation remedies on-going

REMEDY UNDERWAYREMEDY UNDERWAY

MNA

TTPump & Treat SystemPump & Treat SystemSoil Cove

r

Page 24: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

24

Candidates for LTMOCandidates for LTMO

Things to consider• Effort and budget to perform

optimization

• Technical capabilities of team

• Resistance to implementation

• Potential benefits vs. cost

• Deficiencies in current monitoring program

• Likelihood of further remediation

• Effort and budget to perform optimization

• Technical capabilities of team

• Resistance to implementation

• Potential benefits vs. cost

• Deficiencies in current monitoring program

• Likelihood of further remediation

Page 25: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

25

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Choose LTMO Method

Implement Plan

Perform Optimization

Decide if site is a Candidate for LTMO

Determine the type of evaluation

Page 26: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

26

Evaluation TypeEvaluation Type

Evaluation Strategies

Qualitative

Quantitative

Evaluation Strategies

Qualitative

Quantitative

Page 27: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

27

Evaluation TypeEvaluation Type

Evaluation Strategies

Qualitative evaluations based on professional judgment, intimate knowledge of site, decision rules, heuristic methods

State Rules

Page 28: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

28

Evaluation TypeEvaluation Type

Good News

Qualitative Evaluations• Context specific, multiple factors, includes

intuitive, less tangible information• Good for including regulatory and community

issues

REALITYREALITYMODELMODEL VS.VS.

Page 29: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

29

Evaluation TypeEvaluation Type

Less-Good News

Qualitative Evaluations

• Problem if stakeholders do not agree

• Consultant dependent

• May not reveal data inadequacies, may carry over biases

• Specific personnel required

Hmmm.

Page 30: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

30

Evaluation TypeEvaluation Type

Evaluation Strategies

Quantitative evaluations based on statistical, mathematical, modeling or empirical evidence

Page 31: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

31

Evaluation TypeEvaluation Type

Good News

Quantitative Evaluations• Bring stakeholders together with

quantitative analysis• Specific justification for action• Can highlight data deficiencies,

mis-interpretations, uncertainty.

Page 32: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

32

Evaluation TypeEvaluation Type

Less-Good News

Quantitative Evaluations• More rigorous data requirements• Cost• Time and effort• Technical expertise• Junk in Junk out

Less-Good News

Quantitative Evaluations• More rigorous data requirements• Cost• Time and effort• Technical expertise• Junk in Junk out

Hmmm.

Page 33: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

33

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Determine the type of evaluation

Implement Plan

Perform Optimization

Decide if site is a Candidate for LTMO

Choose LTMO Method

Page 34: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

34

Choose Choose LTMO LTMO MethodMethod

LTMO Methods

Choice should reflect:• Balance qualitative and quantitative methods• Time, effort, skill set and cost• Stakeholder consensus• Appropriate to size, complexity, dataset and risk

of site

Page 35: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

35

Choose LTMO MethodChoose LTMO Method

LTMO Team

• Geology/hydrology• Statistical • Data management• Regulatory• Chemistry

Page 36: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

36

Choose LTMO MethodChoose LTMO Method

LTMO Methods

• Cost Effective Sampling• Parsons Three Tiered• MAROS (Monitoring and Remediation

Optimization Software)• GTS (Geostatistical Temporal/Spatial

Optimization Algorithm)• Mathematical Optimization Methods

Page 37: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

37

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Determine the type of evaluation

Implement Plan

Decide if site is a Candidate for LTMO

Choose LTMO Method

Perform Optimization

Page 38: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

38

Perform OptimizationPerform Optimization

Expected Results• Spatial – Locations

– Remove wells from program– Addition of wells to characterize high

uncertainty• Temporal – Frequency• Different results for different COCs• Different results for different GW units

Page 39: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

39

Perform OptimizationPerform Optimization

Bonus Results

• Change in site conceptual model• Change in monitoring objectives• Change in sampling or analytical methods• Evaluate effects of remediation activities

Page 40: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

40

Perform OptimizationPerform Optimization

Cost• Small site, stakeholder agreement, uncomplicated

hydrology and constituents– $2,500 - $5,000

• Larger site, stakeholder skepticism, uncomplicated hydrology

– $5,000 - $15,000

• Larger site, stakeholder hostility, complicated hydrology, multiple units, legal issues

– >$25,000

Page 41: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

41

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Determine the type of evaluation

Decide if site is a Candidate for LTMO

Choose LTMO Method

Perform Optimization

Implement Plan

Page 42: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

42

Assess and ImplementAssess and Implement

Assessment and Implementation

• Quantitative results must be reviewed qualitatively by project technical staff

– Consider site hydrogeology– Consider recent and future changes

• Production and land use• Impacts of climate, other factors

– Qualitative review may “trump” quantitative– Cost savings review

Page 43: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

43

Assess and ImplementAssess and Implement

Assessment and Implementation

• Implementing LTMO recommendations correctly– Future data collected so as to verify

recommendations and/or adjust at 3-5 yr review• Temporal considerations

– If sampling frequency is lowered, stagger reduced sampling schedule among groups of wells to allow:

• Continued capture of seasonal fluctuations• Inter-event times of sufficient variety to enable estimates of

temporal correlations between sampling events

Page 44: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

44

Assess and ImplementAssess and Implement

Assessment and Implementation

• Spatial considerations– Redundant wells perhaps should not be abandoned

• Sample at multi-year reviews to test whether the optimized locations are correctly estimating values at unsampled spots

• Provides a natural and convenient source of ‘verification’ data – measurements used to ‘verify’ the LTMO predictions

• Water level data

Page 45: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

45

Assess and ImplementAssess and Implement

Other Considerations

• May need to adjust LTMO recommendations– Follow-up optimization efforts– Independent review of original LTMO

• Stakeholder review• Vendor contracts/services

Page 46: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

46

Assess and ImplementAssess and Implement

Other Considerations

• Flexible decision documents• Periodic re-evaluation

– Acquisition of statistically significant sample size

– Change in well status (i.e. <MCL)• Property transactions

Page 47: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

47

Assess and ImplementAssess and Implement

Costs

• Modification of documents• Modify permits, and institutional controls• Potential savings ~ $750 per sample

– Labor– Analytical– Data Management

Page 48: Roadmap to the 7 Steps of LTMO - FRTR · Checklist (Important stuff) • Site description/history – RFI, CSM, ROD • Historical COC data – Investigation and monitoring reports

48

7 Steps of LTMO7 Steps of LTMO

Define and Document Current Program

Examine Existing Data

Determine the type of evaluation

Decide if site is a Candidate for LTMO

Choose LTMO Method

Perform Optimization

Implement PlanReviewReview