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Management Indicator Species I. II. Introduction - Relevance of MIS Focal Species A. Indicator species B. Keystone species C. Ecological engineers D. Umbrella species E. Species of high interest Management Indicator Species III. Indicator Species B. Potential problems with use of indicator species IV. Forest Service Use of MIS A. Background and regulatory language B. Legal Arena Management Indicator Species III. Indicator Species A. Ecological Uses of Indicator Species 1. Indicators of environmental contaminants 2. Indicators of population trends of other species 3. Indicators of habitat quality Relevance of MIS • Key issue behind MIS is monitoring. • Plant and animal species are being extirpated at an alarming rate worldwide. We cannot monitor populations of all species. How do we decide what and how to monitor to help us reduce the rate of biodiversity loss. 1 Focal Species Categories of Focal Species • MIS are a category of “focal species.” Focal species include a variety of species categories, the key characteristic of which is that their status and time trend provide insights to the integrity of the larger ecological system (Committee of Scientists 1999). • Indicator species (e.g., MIS) • Species of concern: Species that may not necessarily provide information on the larger ecosystem, but because of their rarity or population threats, will be monitored and assessed for viability. Examples: greater sage-grouse, peregrine falcon, coho salmon populations, grizzly bear, pygmy rabbit. Categories of Focal Species Categories of Focal Species • Keystone species: Species whose effects on other species or ecosystem structure or function are much greater than would be predicted based simply upon their abundance or biomass. Examples: beaver, certain woodpeckers such as red-cockaded woodpecker, pocket gophers, etc. • Ecological engineers: Species that substantially alter their habitat thus altering the habitat for many other species. Examples: beaver, pocket gophers, others?. 2 Categories of Focal Species • Umbrella species: Species that because of their large area requirements or use of multiple habitats, encompass the habitat requirements of many other species. Examples: grizzly bear, African elephant, tiger, etc. Categories of Focal Species • Species of High Interest: Species for which there is great public interest, even though their population status is not at risk. Example: Mule deer, elk, other game species. Categories of Focal Species Definition of Indicator Species • These species categories are not mutually exclusive. For example, beavers and pocket gophers can be considered both ecological engineers and keystone species. Gray wolf could be considered a species of concern, a keystone species, and an umbrella species. Example: Yellowstone wolf reintroduction. • “…an organism whose characteristics (e.g., presence or absence, population density, dispersion, reproductive success) are used as an index of attributes too difficult, inconvenient, or expensive to measure for other species or environmental conditions of interest.” (Landres et al. 1988). 3 Ecological Uses of Indicator Species Ecological Uses of Indicator Species • Indicators of Environmental Contaminants: Species whose status is believed to reflect the effects of environmental contaminants or other environmental perturbations. Examples: Lichen communities/effects of air pollution; aquatic macroinvertebrate communities/effects of stream pollution, etc. • Indicators of Population Trends of Other Species: Species whose status is believed to be indicative of the status of some other harder-to-measure species or of a larger functional group of species (“guilds”). Example: Monitoring the status of greater sage-grouse to make inferences about the status of all sagebrush-nesting bird species in a particular area. Ecological Uses of Indicator Species Potential Problems With Use of Indicator Species • Indicators of Habitat Quality: Species whose status is believed to be reflective of the condition of a particular habitat type or ecosystem. Example: Monitoring population abundance of Brewer’s sparrows to make inferences about the status of sagebrush communities in a particular area. • Assumption: Population status of one species is indicative of the population status of other functionally related species. Problem: Ecological literature provides little support for this assumption. Each species possesses a unique array of life history characteristics and thus responds to its environment in a unique way. 4 Potential Problems With Use of Indicator Species • Assumption: Population abundance/density of an indicator species has a positive (and linear) correlation with habitat quality. Problem: Density is probably seldom linearly correlated with habitat quality, and sometimes may not even be positively correlated with habitat quality (read Van Horne 1983). Examples: “population sinks” and species whose social status influence habitat use; species whose populations go through periodic fluctuations (Microtus example); species that use different habitats seasonally, etc. Potential Problems With Use of Indicator Species • Assumption: Status of an indicator species serves as an index of the status of an entire plant or animal community or ecosystem. Problem: This is an unrealistic assumption given the extreme complexity of natural ecosystems. Potential Problems With Use of Indicator Species Potential Problems With Use of Indicator Species • A practical problem with the use of indicator species is that criteria for selecting indicator species are often confounded. Example: Many national forests selected MIS because they were species the high public interest (e.g., mule deer, elk, wild turkey, etc.). However, are population changes of game species like these likely to accurately reflect the effects of Forest Service land management practices (“Management” Indicator Species)? • Another practical problem with use of Indicator Species is the high financial costs of obtaining accurate measures of abundance or other population characteristics. Even if an Indicator Species can be selected whose abundance is strongly correlated with the environmental criterion of interest, how practical is it to expect a government agency with limited budgets and multiple mandates to be able to measure that species’ abundance with sufficient accuracy? 5 Forest Service Use of MIS Forest Service Use of MIS • Forest Service MIS concept is closely associated with the agency’s regulatory requirement under the 1976 National Forest Management Act to “…provide for diversity of plant and animal communities…” • “In order to estimate the effects of each alternative on fish and wildlife populations, certain vertebrate and/or invertebrate species present in the area shall be identified and selected as management indicator species ... These species shall be selected because their population changes are believed to indicate the effects of management activities.” Forest Service Use of MIS Forest Service Use of MIS • “Select management indicators … that best represent the issues, concerns, and opportunities to support recovery of Federally-listed species, provide continued viability of sensitive species, and enhance management of wildlife and fish for commercial, recreational, scientific, subsistence, or aesthetic values or uses.” • “Population trends of the management indicator species will be monitored and relationships to habitat changes determined.” 6 Forest Service Use of MIS • “The use of management indicator species is intended to allow the [Forest] Service to thoroughly evaluate the effects of the [forest management] alternatives on fish and wildlife populations by using a ‘class representative,’ without having to evaluate each species individually.” Inland Empire, 88 F.3d at 762. MIS Legal Arena • The Uinta NF’s 2003 Revised Forest Plan was appealed by Utah Environmental Congress (UEC) on the following points: – Forest violated NEPA by not varying MIS by alternative. – Forest violated NFMA by failing to select MIS for certain major vegetation types on the Forest. – Forest violated NFMA by selecting an insufficient number of MIS to provide the needed information on management impacts to biodiversity and viability. MIS Legal Arena • In its original 1985 Forest Plan the Uinta NF had 22 MIS. • In its 2003 Revised Forest Plan the Uinta NF dropped down to 5 species: northern goshawk, three-toed woodpecker, beaver, Colorado River cutthroat trout, and Bonneville cutthroat trout. MIS Legal Arena • Decision by FS Appeal Reviewing Officer: – “I find the record provides sufficient documentation of a deliberative process for selecting MIS, …, and linkage to probable management activities. Contrary to the contentions raised by the appellant, there are no legal requirements to select MIS to represent every major habitat type…The Forest has provided a reasonable approach with sufficient information for selecting MIS and therefore, I find no violation of law, regulation, or policy.” 7 MIS Legal Arena MIS Legal Arena • Monroe Mountain Ecosystem Restoration Project, Fishlake NF, Richfield, Utah. • Project description: 1) restore 2500 of aspen forest, 2) treat 2645 acres of mixed conifer/aspen stands to reduce fuels, 3) reduce density of 248 acres of spruce/fir stands, thus reducing risk of spruce beetle infestation; 4) convert 1300 acres of sagebrush into grass/forb areas, thus creating more habitat for livestock and wildlife; 5) provide 8.7 million board feet of timber, thus supporting the local economy. • Project appealed by Utah Environmental Congress (UEC) based on lack of MIS population monitoring data. • FS decision on Monroe Project affirmed by FS Regional Forester in Ogden. • UEC sues FS in U.S. District Court of Utah. • District Court judge rules in favor of FS. • UEC appeals District Court decision in the U.S. 10th Circuit Court of Appeals in Denver. MIS Legal Arena MIS Legal Arena • “At issue is the extent of the United States Forest Service’s obligations under its regulations to monitor management indicator species before approving forest management activities. Finding the Forest Service’s monitoring efforts sufficient, the district court affirmed the Record of Decision authorizing the …project. Exercising jurisdiction pursuant to 28 U.S.C. § 1291, we REVERSE and REMAND.” • “UEC argued that the Forest Service authorized the Monroe Project without the relevant MIS population data…in violation of the APA, the NFMA, the NFMA’s implementing regulations, and the Fishlake Forest Plan. In support of this argument, UEC claimed that the MIS population data was deficient because the Forest Service used habitat trend modeling as a proxy for actual population surveys, rather than actual quantitative data, which they argue is required by 36 C.F.R. § 219.19.” 8 MIS Legal Arena MIS Legal Arena • “Relying on the plain language of the regulation, the Forest Service claims that § 219.19 requires only that it monitor population trends of MIS, leaving the method of monitoring – whether habitat information, actual population data, or some combination of the two – to the discretion of the Forest Service.” • “Having determined that § 219.19 applies to project level activities and requires that the Forest Service gather quantitative data on specific MIS populations, we turn to UEC’s specific objections to the Forest Service’s approval of the Monroe Project. In particular, UEC challenges the Forest Service’s monitoring of the goshawk, Bonneville cutthroat trout, southwestern willow flycatcher, sage grouse and sage nesters, and cavity nesters.” MIS Legal Arena MIS Legal Arena • Data on MIS populations presented by the Fishlake NF in the project record: – Northern goshawk: helicopter survey of nesting and foraging habitat in project area; goshawk territory surveys in all proposed timber sale areas. – Bonneville cutthroat trout: “…cursory check…” in 1999 of Bonneville cutthroat trout that were reintroduced into Manning Creek in 1996 and annual monitoring of trout in Manning Meadow Reservoir. – Southwestern willow flycatcher: No data presented. • Data on MIS populations presented by the Fishlake NF in the project record: – Sage grouse and sage nesters: “…unconfirmed sightings…” of sage grouse in project area. No data presented. – Cavity nesters: No data presented. 9 MIS Legal Arena MIS Legal Arena • “…the district court determined that because there ‘have been no known sightings of …Sage Nesters on Monroe Mountain,’ the Forest Service could not collect hard population data, …the court refused to interpret the language of the NFMA to require the impossible.” • “The district court stated that there ‘have been no sightings of Cavity nesters…on Monroe Mountain.” • “Because we conclude that the Forest Service has not complied with its duties under Forest Service regulations to monitor several of the relevant management indicator species, we conclude that the Forest Service’s authorization of the Monroe Project was arbitrary and capricious. We REVERSE the district court’s order affirming the Forest Service … Decision and REMAND for further proceedings in compliance with this ruling.” 10