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Macroinvertebrates - ABR, Inc. Environmental Research and Services

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Statement of Qualifications<br />

Freshwater<br />

<strong>Macroinvertebrates</strong><br />

Sample Processing • Identification • Analysis <strong>Services</strong><br />

Northeast Regional Office Corporate Headquarters Alaska Regional Office Pacific Northwest<br />

15 Bank Row, Suite B P. O. Box 80410 P. O. Box 240268 P. O. Box 249<br />

Greenfield, MA 01301 Fairbanks, AK 99708 Anchorage, AK 99524 Forest Grove, OR 97116<br />

413-774-5515 907-455-6777 907-344-6777 503-359-7525<br />

Contact: Mike Cole Contact: Steve Murphy Contact: Terry Schick Contact: Todd Mabee<br />

mcole@abrinc.com smurphy@abrinc.com tschick@abrinc.com tmabee@abrinc.com<br />

Freshwater Macroinvertebrate <strong>Services</strong> SOQ ~ May 2011 1<br />

May 2011


Contents<br />

Introduction ..........................................3<br />

Staff Taxonomists .....................................4<br />

Selected Client List ....................................5<br />

Quality Assurance <strong>and</strong> Quality Control ................6<br />

Representative Lab Project Profiles ...................7<br />

Corporate Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9<br />

Lab <strong>Services</strong> Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10<br />

2<br />

May 2011 ~ Freshwater Macroinvertebrate <strong>Services</strong> SOQ


Freshwater Macroinvertebrate<br />

Sample Processing <strong>and</strong> Taxonomy <strong>Services</strong><br />

<strong>ABR</strong>’s Aquatic Sciences program has performed macroinvertebrate field<br />

assessments <strong>and</strong> provided laboratory sample processing <strong>and</strong> taxonomy<br />

services for clients across the United States, including Alaska, for more<br />

than a decade. <strong>ABR</strong> accepts samples from all freshwater habitats across<br />

North America, <strong>and</strong> performs genus <strong>and</strong> species-level identification work<br />

on all major freshwater macroinvertebrate taxonomic groups, including<br />

Chironomidae <strong>and</strong> Oligochaeta. Our labs currently process approximately<br />

1,000 benthic samples a year from across the United States.<br />

Two macroinvertebrate labs, one in located in Greenfield, Massachusetts,<br />

<strong>and</strong> one in Forest Grove, Oregon, provide full in-house taxonomic<br />

services. Our laboratories are equipped with state-of-the-art stereo- <strong>and</strong><br />

compound-microscopy equipment to serve all identification needs. All<br />

identification work is performed by the aquatics program senior scientist<br />

<strong>and</strong> taxonomist, Dr. Michael Cole, <strong>and</strong> by taxonomist, Ann Gregoire.<br />

A trained <strong>and</strong> experienced staff of laboratory technicians assists with<br />

field sampling <strong>and</strong> sample sorting, providing the capacity to routinely<br />

process <strong>and</strong> perform taxonomic work on large (>100 samples) sets of<br />

macroinvertebrate samples, while maintaining both high-quality work <strong>and</strong><br />

competitive pricing.<br />

<strong>Services</strong><br />

• Design of bioassessment <strong>and</strong> biomonitoring studies<br />

• Field sample collection<br />

• Sample processing & taxonomic services (most groups<br />

to genus/species)<br />

• Data analysis (univariate, multimetric, multivariate,<br />

& predictive modeling)<br />

• Reporting <strong>and</strong> publishing<br />

Please refer to <strong>ABR</strong>’s accompanying bioassessment services SOQ for<br />

qualifications <strong>and</strong> experience relating to services that are not listed in bold.<br />

Freshwater Macroinvertebrate <strong>Services</strong> SOQ ~ May 2011<br />

3


Staff Taxonomists<br />

DR. MICHAEL COLE, PH.D. – SENIOR AQUATIC SCIENTIST AND<br />

NABS-CERTIFIED TAXONOMIST<br />

Experience: 18 years<br />

Dr. Cole currently holds<br />

five active taxonomic<br />

NABS certifications <strong>and</strong><br />

is among the most highly<br />

certified taxonomists in<br />

the country<br />

Based in our Greenfield, Massachusetts, laboratory, Dr. Cole has more<br />

than 18 years of experience identifying aquatic macroinvertebrates from<br />

across North America, with an emphasis on taxa of the eastern United<br />

States <strong>and</strong> the Pacific Northwest. For the past 10 years, Dr. Cole has<br />

performed taxonomic work as a consultant to clients in the government,<br />

nonprofit, academic, <strong>and</strong> industry sectors. Dr. Cole is a certified<br />

taxonomist by the North American Benthological Society (NABS) for<br />

both eastern <strong>and</strong> western EPT <strong>and</strong> Chironomidae, <strong>and</strong> eastern general<br />

arthropods. Dr. Cole has amassed a master voucher collection numbering<br />

more than 4,600 aquatic invertebrate specimens in his years of taxonomic<br />

work <strong>and</strong> regularly attends professional taxonomic workshops <strong>and</strong><br />

trainings. Dr. Cole is also a biological illustrator, whose work has appeared<br />

in scientific journals.<br />

ANN SCHROT GREGOIRE, M.S. – RESEARCH BIOLOGIST AND NABS-<br />

CERTIFIED TAXONOMIST<br />

Experience: 18 years<br />

Ms. Gregoire is an <strong>ABR</strong> taxonomist with more than 18 years of experience<br />

identifying freshwater macroinvertebrates. Ms. Gregoire is experienced<br />

in identifying macroinvertebrates from the eastern, southwestern, <strong>and</strong><br />

northwestern regions of the United States. Ms. Gregoire holds a Master’s<br />

degree in stream ecology from Arizona State University <strong>and</strong> a B.S. from<br />

Dartmouth College in New Hampshire. Ms. Gregoire regularly attends<br />

the Northwest Taxonomic Workgroup meetings <strong>and</strong> is a NABS-certified<br />

taxonomist for both western <strong>and</strong> eastern group-2 taxa.<br />

4<br />

May 2011 ~ Freshwater Macroinvertebrate <strong>Services</strong> SOQ


Selected Client List<br />

Federal:<br />

National Park Service<br />

US Forest Service<br />

US Fish & Wildlife Service<br />

Army Corps of Engineers<br />

National Wild & Scenic Rivers Program<br />

State/County:<br />

Pennsylvania Department of<br />

<strong>Environmental</strong> Protection<br />

Oregon Department of Fish & Wildlife<br />

MA Department of <strong>Environmental</strong><br />

Protection<br />

NJ Department of <strong>Environmental</strong><br />

Protection<br />

WV Department of <strong>Environmental</strong><br />

Protection (Quality Control)<br />

King Co (WA)<br />

Franklin County COG (MA)<br />

Clackamas Co (OR)<br />

Grant SWCD (OR)<br />

Wheeler SWCD (OR)<br />

Local Government:<br />

City of Portl<strong>and</strong> (OR)<br />

City of Wilsonville (OR)<br />

City of Lake Oswego (OR)<br />

City of Salem (OR)<br />

Metropolitan Washington Council of<br />

Governments (DC)<br />

Industry:<br />

Weyerhaeuser Company (OR)<br />

Port Blakely Timber Company (WA)<br />

Clean Water <strong>Services</strong> (OR)<br />

AMEC Earth & <strong>Environmental</strong> (WA)<br />

WPC, <strong>Inc</strong>. (GA)<br />

Hatch Energy (WA)<br />

Non-Profit:<br />

The Nature Conservancy (OR/WA)<br />

Deerfield River Watershed<br />

Association (MA)<br />

South Coast/Lower Rogue<br />

Watershed Council (OR)<br />

Long Tom Watershed Council (OR)<br />

Connecticut River Watershed Council<br />

(MA)<br />

Middle Fork Willamette Watershed<br />

Council<br />

Tillamook Estuary Partnership (OR)<br />

The Xerces Society (OR)<br />

Academia:<br />

University of Connecticut<br />

Oregon State University<br />

Portl<strong>and</strong> State University<br />

Native Groups<br />

Yakama Nation (WA)<br />

Confederated Colville Tribes (WA)<br />

Drawing by Michael B. Cole<br />

Freshwater Macroinvertebrate <strong>Services</strong> SOQ ~ May 2011<br />

5


Quality Assurance<br />

<strong>and</strong> Quality Control<br />

<strong>ABR</strong> maintains a rigorous quality assurance program for our macroinvertebrate<br />

sample processing <strong>and</strong> taxonomic work. Our procedures <strong>and</strong><br />

st<strong>and</strong>ards are described in our St<strong>and</strong>ard Operating Procedures <strong>and</strong> Quality<br />

Assurance Plans, developed <strong>and</strong> maintained by Dr. Cole, <strong>and</strong> available<br />

upon request. We strive to provide highest-quality data by incorporating the<br />

following elements into our program:<br />

• Development of internal st<strong>and</strong>ard operating <strong>and</strong> quality assurance<br />

procedures<br />

• Internal training of all <strong>ABR</strong> staff performing sample processing<br />

• Strict adherence to written protocols during each step of sample<br />

processing<br />

Drawing by Michael B. Cole<br />

In ten years of providing<br />

benthic taxonomy services,<br />

no <strong>ABR</strong> project has failed<br />

to meet our data quality<br />

objective of 95% similarity<br />

of identification <strong>and</strong><br />

enumeration between<br />

<strong>ABR</strong> project <strong>and</strong> QC<br />

taxonomists.<br />

• Careful inventorying, labeling, <strong>and</strong> logging-in of all samples received<br />

• Record keeping <strong>and</strong> documentation of each step of sample processing<br />

• Sample sorting quality inspections<br />

• Maintenance of internal data quality objectives that meet or exceed<br />

industry-wide st<strong>and</strong>ards<br />

• Internal <strong>and</strong> external quality inspections of taxonomy & enumeration<br />

of specimens<br />

• Documentation of results of quality control activities <strong>and</strong> corrective<br />

actions taken<br />

• Regular attendance of taxonomic <strong>and</strong> taxonomy quality assurance<br />

workshops<br />

• NABS certification required of <strong>ABR</strong> taxonomists<br />

• Use of extensive <strong>and</strong> up-to-date taxonomic literature<br />

• Independent validation of unknown specimens by research<br />

taxonomists <strong>and</strong> other experts<br />

Prospective clients may review our sample processing <strong>and</strong> taxonomy SOPs<br />

<strong>and</strong> QAPP documents upon request.<br />

6<br />

May 2011 ~ Freshwater Macroinvertebrate <strong>Services</strong> SOQ


Representative<br />

Lab Project Profiles<br />

2007–2010 PENNSYLVANIA DEP MACROINVERTEBRATE SAMPLE<br />

PROCESSING AND TAXONOMIC SERVICES<br />

Since 2007, <strong>ABR</strong> has processed <strong>and</strong> performed taxonomic work on more<br />

than 400 benthic samples collected by the Pennsylvania DEP. Samples<br />

were subsampled to achieve 200-organism target counts using gridded<br />

trays <strong>and</strong> then macroinvertebrates were identified to st<strong>and</strong>ard levels of<br />

resolution (generally genus) for input into Pennsylvania DEP’s database.<br />

Internal quality control inspections of taxonomic work resulted in 98.5%<br />

agreement between project <strong>and</strong> QC taxonomists.<br />

Client: PA Department of <strong>Environmental</strong> Protection, Rachel Carson<br />

State Office Building, 400 Market Street, Harrisburg, PA 17105<br />

Contact: Tony Shaw (717) 787-9637<br />

2008–2009 XERCES SOCIETY WILLAMETTE VALLEY WETLANDS<br />

MACROINVERTEBRATES<br />

<strong>ABR</strong> processed <strong>and</strong> performed taxonomic work on 208 Willamette<br />

Valley wetl<strong>and</strong> samples collected by the Xerces Society. Samples were<br />

subsampled to achieve 500-organism target counts using Caton gridded<br />

trays <strong>and</strong> then macroinvertebrates were identified to NW st<strong>and</strong>ard<br />

levels of resolution (generally genus/species), including Chironomidae.<br />

Internal quality control inspections of taxonomic work resulted in 97.6%<br />

agreement between project <strong>and</strong> QC taxonomists.<br />

Client: The Xerces Society for Invertebrate Conservation, 4828 SE<br />

Hawthorne Blvd. Portl<strong>and</strong>, OR 97215<br />

Contact: Celeste A. Mazzacano, Ph. D., (503) 232-6639<br />

12<br />

2008–2010 MASSACHUSETTS DEPARTMENT OF<br />

MACROINVERTEBRATE PROCESSING AND TAXONOMIC SERVICES<br />

Since 2008, <strong>ABR</strong> has performed taxonomic work on 186 benthic<br />

samples collected by the Massachusetts DEP. <strong>Macroinvertebrates</strong> were<br />

identified to st<strong>and</strong>ard levels of resolution (generally genus) for input into<br />

Pennsylvania DEP’s database. External quality control inspections of<br />

taxonomic work resulted in 98.5% agreement between <strong>ABR</strong> <strong>and</strong> external<br />

QC taxonomists.<br />

Client: MA DEP/Division of Watershed Management, 627 Main Street,<br />

2nd Floor, Worcester, MA 01608<br />

Contact: Bob Nuzzo (508) 767-2809<br />

Freshwater Macroinvertebrate <strong>Services</strong> SOQ ~ May 2011<br />

7


Representative Lab<br />

Project Profiles<br />

2004–2009 KING COUNTY MACROINVERTEBRATE SAMPLE PROCESSING<br />

AND TAXONOMIC SERVICES<br />

Between 2004 <strong>and</strong> 2010, <strong>ABR</strong> processed, performed taxonomic work, <strong>and</strong><br />

analyzed more than 1,000 benthic samples collected by King County. Samples<br />

were subsampled to achieve 500-organism target counts <strong>and</strong> macroinvertebrates<br />

were identified to st<strong>and</strong>ard levels of resolution (generally genus/species) for<br />

Northwest taxonomic groups.<br />

Client: King County Department of Metro <strong>Services</strong>, Seattle, WA<br />

Contact: Fritz Grothkopp (206) 684-2300<br />

<strong>ABR</strong> has performed<br />

taxonomic work for<br />

clients across the Pacific<br />

Northwest, mid-Atlantic,<br />

southeast, <strong>and</strong> Northwest<br />

regions of the country <strong>and</strong><br />

is familiar with many state<br />

<strong>and</strong> federal laboratory<br />

protocols as they apply to<br />

these regions.<br />

2006–2010 NPS ARCTIC MONITORING NETWORK MACROINVERTEBRATE<br />

Between 2006 <strong>and</strong> 2010, <strong>ABR</strong> processed, performed taxonomic work, <strong>and</strong><br />

analyzed more than 250 benthic samples collected by the National Park Service<br />

in Alaska. Samples were subsampled <strong>and</strong> then macroinvertebrates were identified<br />

to st<strong>and</strong>ard levels of resolution (generally genus/species) for Northwest taxonomic<br />

groups. External quality control inspections of taxonomic work resulted in 96.2%<br />

agreement between <strong>ABR</strong> <strong>and</strong> external QC taxonomists.<br />

Client: National Park Service, 4175 Geist Road, Fairbanks, AK 99709<br />

Contact: Trey Simmons, (907) 455-0666<br />

2005–2009 FENTON RIVER MACROINVERTEBRATE RE-COLONIZATION<br />

STUDY<br />

<strong>ABR</strong> performed a four-year study of re-colonization by macroinvertebrates of the<br />

Fenton River following drying of the river during the summer 2005 drought. For<br />

this study, <strong>ABR</strong> has processed over 200 benthic samples using modified EPA-RBP<br />

protocols (500-organism counts). All aquatic insects were identified to the lowest<br />

practical level (generally genus/species), including Chironomidae.<br />

Client: University of Connecticut, Office of <strong>Environmental</strong> Policy, Storrs, CT<br />

Contact: Richard Miller, Esq. (860) 486-8741<br />

2009–2010 YAKAMA NATION MACROINVERTEBRATE SAMPLES<br />

<strong>ABR</strong> processed <strong>and</strong> performed taxonomic work on more than 40 samples for<br />

the Yakama Indian Nation. Samples were subsampled to achieve 500-organism<br />

target counts using Caton gridded trays <strong>and</strong> then macroinvertebrates were<br />

identified to st<strong>and</strong>ard levels of resolution (generally genus/species) for Northwest<br />

taxonomic groups.<br />

Client: Confederated Tribes & B<strong>and</strong>s of the Yakama Nation,<br />

P.O. Box 151, Toppenish, WA 98948<br />

Contact: Joanna Cornwall, (509) 865-5121 (ext 6088)<br />

8<br />

May 2011 ~ Freshwater Macroinvertebrate <strong>Services</strong> SOQ


Corporate Profile<br />

<strong>ABR</strong>, <strong>Inc</strong>. —<strong>Environmental</strong> <strong>Research</strong> & <strong>Services</strong> (formerly Alaska<br />

Biological <strong>Research</strong>) is a professional consulting group founded in<br />

Fairbanks, Alaska, in 1976. For over 35 years <strong>ABR</strong> has promoted<br />

objective science <strong>and</strong> measured its success by a triple bottom line:<br />

economic viability <strong>and</strong> innovation, environmental stewardship, <strong>and</strong><br />

social responsibility. Today <strong>ABR</strong> has a team of over 75 scientists <strong>and</strong><br />

support staff in offices in Alaska, Oregon, <strong>and</strong> Massachusetts. Our<br />

mission—to provide timely, accurate, <strong>and</strong> cost-effective services to those<br />

who protect, manage, <strong>and</strong> develop natural resources—remains strong,<br />

<strong>and</strong> we continue to serve a diverse array of clients, including resource<br />

management agencies, utilities, <strong>and</strong> the oil, gas, mining, timber, <strong>and</strong><br />

wind energy sectors of private industry. <strong>ABR</strong>’s involvement in long-term<br />

monitoring projects, returning clients, <strong>and</strong> publication in peer-reviewed<br />

journals are testaments to our leadership in environmental consulting.<br />

Within this award-winning <strong>and</strong> dynamic corporate environment, <strong>ABR</strong><br />

offers a variety of environmental expertise in wildlife studies, fisheries<br />

<strong>and</strong> aquatic sciences, threatened <strong>and</strong> endangered species studies, wetl<strong>and</strong><br />

sciences, ecological l<strong>and</strong> surveys, NEPA documentation <strong>and</strong> impact<br />

analyses, permit support, GIS database creation <strong>and</strong> spatial analyses,<br />

permafrost studies, <strong>and</strong> ecological restoration <strong>and</strong> l<strong>and</strong> rehabilitation.<br />

Our staff includes wildlife <strong>and</strong> fishery biologists, wetl<strong>and</strong> scientists,<br />

l<strong>and</strong>scape ecologists, GIS specialists, statisticians <strong>and</strong> ecological<br />

modelers, <strong>and</strong> environmental scientists. Many of our senior employees<br />

have over 20 years in their field at <strong>ABR</strong>.<br />

For more information on all of our services <strong>and</strong> offices, please visit our<br />

website at www.abrinc.com.<br />

Freshwater Macroinvertebrate <strong>Services</strong> SOQ ~ May 2011<br />

9


Lab <strong>Services</strong> Pricing<br />

Macroinvertebrate sample processing costs range widely, depending on a number<br />

of factors. <strong>ABR</strong> calculates a per-sample cost estimate that is based on project <strong>and</strong><br />

client-specific parameters <strong>and</strong> needs. We do our best to determine actual processing<br />

costs to ensure the most reasonable cost to our clients.<br />

Having the following information will assist <strong>ABR</strong> with providing an accurate cost<br />

quote:<br />

• Number of samples to be processed:<br />

• <strong>Services</strong> to be included: sample sorting <strong>and</strong> subsampling, or only taxonomy<br />

(i.e., pre-sorted samples):<br />

• Expected sample delivery/pick-up date:<br />

• Needed turn-around time:<br />

• Preference/need to follow particular state or Federal protocols (if yes, please<br />

list protocols):<br />

• Desired sub-sample size (100, 200, 300, 500 organisms, etc.):<br />

Prospective clients may<br />

request a price quote from<br />

<strong>ABR</strong> at any time.<br />

• Desired levels of taxonomic resolution:<br />

• Desired data formats (Access, Excel, custom database, etc.) <strong>and</strong> any desired<br />

analyses/indexes:<br />

• Need for a synoptic voucher collection:<br />

• Desire to have sample materials/vessels returned (please specify what):<br />

• Habitat(s) sampled (rivers, streams, wetl<strong>and</strong>s lakes, etc.):<br />

• Approximate sample volumes (i.e., single-vessel samples, or multiple-vessel<br />

samples):<br />

We underst<strong>and</strong> that much of this information may not be available at the time<br />

that quotes are being requested. Under such circumstances, please indicate what is<br />

known or needed, <strong>and</strong> <strong>ABR</strong> will provide a cost estimate with available information.<br />

Please email or fax your information to Mike Cole at mcole@abrinc.com, fax: (413)<br />

774-5514. Questions may also be directed to Mike Cole at (413) 774-5515.<br />

10<br />

May 2011 ~ Freshwater Macroinvertebrate <strong>Services</strong> SOQ

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