UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                                    WASHINGTON,  D.C.   20460
                                                              OFFICE OF THE ADMINISTRATOR
                                                                SCIENCE ADVISORY BOARD

                                October 17, 2007

EPA-SAB-08-002

Honorable Stephen L. Johnson
Administrator
U.S. Environmental Protection Agency
1200 Pennsylvania Avenue, N.W.
Washington, D.C. 20460

Subject: Advice to EPA on Advancing the Science and Application of Ecological Risk
        Assessment in Environmental Decision Making: A Report of the U.S. EPA
        Science Advisory Board

Dear Administrator Johnson:

   The Environmental Protection Agency (EPA) conducts ecological risk assessments to
implement programs required by a number of key environmental statutes.  EPA published
a. Framework for Ecological Risk Assessment (1992) and Guidelines for Ecological Risk
Assessment (1998) that greatly improved the state of the practice of ecological risk
assessment, not only in the United States but around the world, by establishing a phased
multidisciplinary approach that has withstood the test of time. The Science Advisory
Board's (SAB) Ecological Processes and Effects Committee (EPEC) has conducted a
self-initiated study to enhance the Agency's risk assessment guidelines (Guidelines)  and
advance the state of the  practice. The study was initiated to draw upon recent advances
in ecological risk assessment science in three decision-making contexts: 1) product health
and safety, 2) management of contaminated sites, and 3) natural resources protection. To
gather information for the study, EPEC convened a public workshop attended by
ecological risk assessors representing academia, government, industry, and various
environmental organizations.

  Overall, the SAB commends the Agency's previous efforts to advance ecological risk
assessment science and  encourages further integration of ecological risk assessment into
environmental management decision processes. Generally, the SAB finds that a strength
of ecological risk assessment is its value as a process to formulate problems, to use
analytical tools to evaluate diverse types of environmental data, and to characterize risks.
Moreover, ecological risk assessments have been most effective when clear management

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goals were included in the problem formulation, translated into information needs, and
developed in collaboration with decision makers, assessors, scientists, and stakeholders.
Many of the SAB's specific recommendations focus on steps that can be taken to
improve problem formulation.

   The enclosed report provides the SAB's specific findings and recommendations. The
report is based on, but not limited to, information received by EPEC at the public
workshop.  The SAB notes that implementing many of the recommendations in the report
would make the process of ecological risk assessment more efficient.  Some of the
recommendations can be implemented in a relatively short period of time (less than three
years), while others will require the development of extensive guidance or completion of
research over a longer period of time. The executive summary of the report identifies
recommended actions as short or long term efforts.

•  The SAB finds  that the Agency can advance the practice of ecological risk
   assessment by developing methods and tools that assist risk assessors in designing
   analyses that appropriately consider the physical, biological, and socio-economic
   contexts of decisions. In particular, the SAB believes there is value in advancing
   methods and tools to aid the proper consideration of temporal and spatial scale,
   biological complexity, and the environmental influences that amplify or detract from
   the level of risk associated with any single or multiple stressors in play.

•  Developing risk management goals involves making informed normative judgments
   on behalf of the public, not just scientists. EPA is therefore urged to encourage, if not
   require, problem formulation dialogue between ecological risk managers, risk
   assessors, and stakeholders (including both ecologists and the lay public). Managers,
   assessors, and stakeholders should be engaged early and iteratively throughout the
   risk assessment process.

•  Local and regional regulatory processes are conditioned by community values and
   economic objectives as well as by ecological conditions.  Therefore, aligning the
   decision and the supporting risk and economic analyses with "what matters to people"
   is essential to achieve acceptable risk solutions that can be easily and effectively
   communicated to the public. To achieve such alignment, EPA should increase its
   understanding of and capacity to utilize ecosystem valuation methods in conjunction
   with such decisions.

•  There is a need to bring more specificity to problem formulation in ecological risk
   assessments. To accomplish this, the SAB recommends  that  1) specific management
   alternatives be directly considered during problem  formulation, 2) specific testable
   hypotheses and questions be tied to management information needs and data
   collection and analysis, and 3) uncertainty be addressed in a manner that allows trade-
   offs in risk management alternatives to be evaluated and communicated to the public.

•  For large, complex ecological risk assessments, EPA is strongly urged to conduct
   scientific peer review of proposed risk assessment  study  designs at the problem
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   formulation stage to assure that studies can provide the information needed by risk
   managers.

•  Because ecological risk assessments often fail to identify and prioritize uncertainties
   that may affect the quality of risk management decisions, uncertainties that
   profoundly affect the results and outcome of risk assessments should be identified and
   acknowledged during problem formulation. Furthermore, the use of adaptive
   management with iterative triggers for action offers promise as a way of dealing with
   uncertainties in ecological risk assessments.

•  The SAB recommends that EPA initiate post-decision audit programs to evaluate the
   environmental outcomes of risk-based decisions. EPA should also use monitoring
   data to reduce uncertainties in future ecological risk assessments.

   In summary, the SAB has identified opportunities to improve the application of
ecological risk assessment in environmental decision making and encourages EPA to
provide the resources and research support needed to make these improvements.  The
SAB notes that EPA's budget for ecological research has decreased by approximately
40% since fiscal year 2003.   The Agency has eliminated research in monitoring
programs to assess the status and health of ecological resources. The declining trend in
the EPA budget for ecological research must be reversed in order to address many of the
complex issues discussed in this report.  Additional resources are also needed to provide
an interface between risk assessment and monitoring programs so that monitoring data
can be used to improve future risk assessments.  We look forward to  receiving your
response.
                                      Sincerely,
       /Signed/                                             /Signed/

Dr. Virginia Dale, Former Chair                         Dr. Judith Meyer, Chair
Ecological Processes and                               Ecological Processes and
Effects Committee                                     Effects Committee
EPA Science Advisory Board                           EPA Science Advisory Board
                                 /Signed/

                          Dr. M. Granger Morgan, Chair
                           Science Advisory Board
                                       in

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                                  NOTICE

This report has been written as part of the activities of the EPA Science Advisory
Board, a public advisory group providing extramural scientific information and
advice to the Administrator and other officials of the Environmental Protection
Agency. The Board is structured to provide balanced, expert assessment of scientific
matters related to the problems facing the Agency. This report has not been reviewed
for approval by the Agency and, hence, the contents of this report do not necessarily
represent the views and policies of the Environmental Protection Agency, nor of other
agencies in the Executive Branch of the Federal government, nor does mention of
trade names or commercial products constitute a recommendation for use. Reports of
the EPA Science Advisory Board are posted on the EPA website at
http://www.epa.gov/sab.
                                    IV

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                  U.S. Environmental Protection Agency
                          Science Advisory Board
                Ecological Processes and Effects Committee
CHAIR

Dr. Virginia Dale*, Corporate Fellow, Environmental Sciences Division, Oak Ridge
National Laboratory, Oak Ridge, TN

Dr. Judith L. Meyer, Distinguished Research Professor Emeritus, Institute of Ecology,
University of Georgia, Athens, GA

MEMBERS

Dr. Richelle Allen-King, Associate Professor of Geology, University at Buffalo,
Buffalo, NY

Dr. Fred Benfield, Professor of Ecology, Department of Biological Sciences, Virginia
Polytechnic Institute and State University, Blacksburg, VA,

Dr. G. Allen Burton, Professor and Chair, Department of Earth and Environmental
Sciences, Wright State University, Dayton, OH

Dr. Peter Chapman, Principal and Senior Environmental Scientist, Environmental
Sciences Group, Golder Associates Ltd,  North Vancouver, BC, Canada

Dr. Loveday Conquest, Professor and Associate Director, School of Aquatic and
Fishery Sciences, University of Washington, Seattle, WA

Dr. Ivan J. Fernandez**, Professor, Department of Plant, Soil and Environmental
Sciences, University of Maine, Orono, ME

Dr. Wayne Landis, Professor and Director, Institute of Environmental Toxicology,
Western Washington University, Bellingham, WA, USA

Dr. Lawrence L. Master", Chief Zoologist, NatureServe, Boston, MA

Dr. William Mitsch, Professor, Olentangy River Wetland Research Park, The Ohio State
University, Columbus, OH

Dr. Thomas C. Mueller", Professor, Department of Plant Sciences, University of
Tennessee, Knoxville, TN

Dr. Michael C. Newman", Professor of Marine Science, School of Marine Sciences,
Virginia Institute of Marine Science, College of William & Mary, Gloucester Point, VA

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Dr. James Oris, Professor, Department of Zoology, Miami University, Oxford, OH

Dr. Charles Rabeni, Leader, Missouri Cooperative Fish and Wildlife Research Unit,
U.S. Geological Survey, Columbia, MO

Dr. Amanda Rodewald, Associate Professor of Wildlife Ecology, School of
Environment and Natural Resources, The Ohio State University, Columbus, OH

Dr. James Sanders, Director, Skidaway Institute of Oceanography, Savannah, GA

Mr. Timothy Thompson, Senior Environmental Scientist, Science, Engineering, and the
Environment, LLC, Seattle, WA

Dr. Ivor van Heerden, Associate Professor and Director, Department of Civil and
Environment Engineering, LSU Hurricane Public Health Research Center, Louisiana
State University, Baton Rouge, LA, USA

OTHER SCIENCE ADVISORY BOARD MEMBERS

Dr. Gregory Biddinger, Environmental Programs Coordinator, ExxonMobil Biomedical
Sciences, Inc., Houston, TX
SCIENCE ADVISORY BOARD STAFF

Dr. Thomas Armitage, Designated Federal Officer, Washington, DC,
*  Former Chair, Ecological Processes and Effects Committee
** Former Member, Ecological Processes and Effects Committee
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                  U.S. Environmental Protection Agency
                          Science Advisory Board
CHAIR

Dr. M. Granger Morgan, Head and Professor, Department of Engineering and Public
Policy, Carnegie Mellon University, Pittsburgh, PA

SAB MEMBERS

Dr. Gregory Biddinger, Coordinator, Natural Land Management Programs, Toxicology
and Environmental Sciences, ExxonMobil Biomedical Sciences, Inc, Houston, TX

Dr. James Bus, Director of External Technology, Toxicology and Environmental
Research and Consulting, The Dow Chemical Company, Midland, MI

Dr. Trudy Ann Cameron, Raymond F. Mikesell Professor of Environmental and
Resource Economics, Department of Economics, University of Oregon, Eugene, OR

Dr. Deborah Cory-Slechta, Director, Environmental and Occupational Health Sciences
Institute, Robert Wood Johnson Medical School,  University of Medicine and Dentistry of
New Jersey and Rutgers University,  Piscataway, NJ

Dr. Maureen L. Cropper, Professor, Department of Economics, University of
Maryland, College Park, MD

Dr. Virginia Dale, Corporate Fellow, Environmental Sciences Division, Oak Ridge
National Laboratory, Oak Ridge, TN

Dr. Kenneth Dickson, Professor, Institute of Applied Sciences, University of North
Texas, Denton, TX

Dr. Baruch Fischhoff, Howard Heinz University Professor, Department of Social and
Decision Sciences, Department of Engineering and Public Policy, Carnegie Mellon
University, Pittsburgh, PA

Dr. James Galloway, Professor, Department of Environmental Sciences, University of
Virginia, Charlottesville, VA

Dr. Lawrence Goulder, Shuzo Nishihara Professor of Environmental and Resource
Economics, Department of Economics, Stanford University, Stanford, CA

Dr. James K. Hammitt, Professor of Economics and Decision Sciences, Harvard Center
for Risk Analysis, Harvard University, Boston, MA
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Dr. Rogene Henderson, Scientist Emeritus, Lovelace Respiratory Research Institute,
Albuquerque, NM

Dr. James H. Johnson, Professor and Dean, College of Engineering, Architecture &
Computer Sciences, Howard University, Washington, DC

Dr. Agnes Kane, Professor and Chair, Department of Pathology and Laboratory
Medicine, Brown University, Providence, RI

Dr. Meryl Karol, Professor Emerita, Graduate School of Public Health, University of
Pittsburgh, Pittsburgh, PA

Dr. Catherine Kling, Professor, Department of Economics, Iowa State University,
Ames, IA

Dr. George Lambert, Associate Professor of Pediatrics, Director, Center for Childhood
Neurotoxicology, Robert Wood Johnson Medical School-UMDNJ, Belle Mead, NJ

Dr. Jill Lipoti, Director, Division of Environmental Safety and Health, New Jersey
Department of Environmental Protection,  Trenton, NJ

Dr. Michael J. McFarland, Associate Professor, Department of Civil and
Environmental Engineering, Utah State University, Logan, UT

Dr. Judith  L. Meyer, Distinguished Research Professor Emeritus, Institute of Ecology,
University of Georgia, Athens, GA

Dr. Jana Milford, Associate Professor, Department of Mechanical Engineering,
University of Colorado, Boulder, CO

Dr. Rebecca Parkin, Professor and Associate Dean, Environmental and Occupational
Health, School of Public Health and Health Services, The George Washington University
Medical Center, Washington, DC

Mr. David  Rejeski, Director, Foresight and Governance Project, Woodrow Wilson
International Center for Scholars, Washington, DC

Dr. Stephen M. Roberts, Professor, Department of Physiological Sciences, Director,
Center for Environmental and Human Toxicology, University of Florida, Gainesville, FL

Dr. Joan B. Rose, Professor and Homer Nowlin Chair for Water Research, Department
of Fisheries and Wildlife, Michigan State University, East Lansing, MI
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Dr. Jerald Schnoor, Allen S. Henry Chair Professor, Department of Civil and
Environmental Engineering, Co-Director, Center for Global and Regional Environmental
Research, University of Iowa, Iowa City, IA

Dr. Kathleen Segerson, Professor, Department of Economics, University of
Connecticut, Storrs, CT

Dr. Kristin Shrader-Frechette, O'Neil Professor of Philosophy, Department of
Biological Sciences and Philosophy Department, University of Notre Dame, Notre Dame,
IN

Dr. Philip Singer, Professor, Department of Environmental Sciences and Engineering,
School of Public Health, University of North Carolina, Chapel Hill, NC

Dr. Robert Stavins, Albert Pratt Professor of Business and Government, Environment
and Natural Resources Program, John F. Kennedy School of Government, Harvard
University, Cambridge, MA

Dr. Deborah Swackhamer, Interim Director and Professor, Institute on the
Environment, University of Minnesota, Minneapolis, MN

Dr. Thomas L.  Theis, Director, Institute for Environmental Science and Policy,
University of Illinois at Chicago, Chicago, IL

Dr. Valerie Thomas, Anderson Interface Associate Professor, School of Industrial and
Systems Engineering, Georgia Institute of Technology, Atlanta,  GA

Dr. Barton H. (Buzz) Thompson, Jr., Robert E. Paradise Professor of Natural
Resources Law,  Stanford Law School, and Director,  Woods Institute for the
Environment, Stanford University, Stanford, CA

Dr. Robert Twiss, Professor and Emeritus, University of California-Berkeley, Ross, CA

Dr. Terry F. Young, Consultant, Environmental Defense, Oakland, CA

Dr. Lauren Zeise, Chief, Reproductive and Cancer Hazard Assessment Branch, Office
of Environmental Health Hazard Assessment, California Environmental Protection
Agency, Oakland, CA
SCIENCE ADVISORY BOARD STAFF

Mr. Thomas Miller, Designated Federal Officer, U.S. Environmental Protection Agency
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                                Table of Contents


1.0    EXECUTIVE SUMMARY	xi

2.0    INTRODUCTION	1

3.0    BACKGROUND	1

4.0    FINDINGS AND RECOMMENDATIONS	2

4.1     EPA's Ecological Risk Assessment Framework and Guidelines	2

4.2     Risk Assessor and Risk Manager Dialogue in Planning and Problem Formulation	3

4.3     Decision Making in the Presence of Uncertainty	6

4.4     Linking Natural and Social Science in Environmental Decision-making	9

4.5     Spatial, Temporal and Biological Scales	11

4.6     Comparison Other Protocols for Conducting Ecological Risk Assessments	12

5.0    IMPROVING ECOLOGICAL RISK ASSESSMENT IN SPECIFIC
       DECISION-MAKING CONTEXTS	14

5.1     Ecological Risk Assessments for Product Health and Safety Evaluation	14

5.2     Ecological Risk Assessments for Contaminated Site Management	15

5.3     Ecological Risk Assessments for Natural Resource Protection	17

6.0    CONCLUSION	20

7.0    REFERENCES	22

ATTACHMENT-Ecological Risk Assessment in Environmental Decision Making,
an Evaluation of the State of the Practice: A Summary of the EPA Science
Advisory Board Ecological Processes and Effects Committee Workshop	25

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  ADVICE TO EPA ON ADVANCING THE SCIENCE AND APPLICATION OF
    ECOLOGICAL RISK ASSESSMENT IN ENVIRONMENTAL DECISION
    MAKING: A REPORT OF THE U.S. EPA SCIENCE ADVISORY BOARD

1.0    EXECUTIVE SUMMARY

   This report presents results from an original study of the Environmental Protection
Agency (EPA) Science Advisory Board (SAB) Ecological Processes and Effects
Committee (EPEC) and provides advice to EPA on advancing the science and application
of ecological risk assessment in environmental decision making. The following specific
findings and recommendations are provided to guide the development of EPA policies
and to strengthen the Agency's program-specific ecological risk assessment guidance.
Cross-cutting recommendations are presented first. These are followed by
recommendations pertaining to ecological risk assessments in three decision-making
contexts: product health and safety, contaminated site management,  and natural resources
protection.  Implementing many of the recommendations would make the process of
ecological risk assessment more streamlined and efficient.  EPEC notes that some of the
recommendations, identified within each of the headings below as "short term," can be
implemented in a relatively short period of time (less than three years).  Other
recommendations identified as "long term" will require the development of extensive
guidance or completion of research over a longer period of time.

EPA's Ecological Risk Assessment Framework and Guidelines

   EP A's Framework for Ecological Risk Assessment (Framework)  and Guidelines for
Ecological Risk Assessment (Guidelines) have improved the practice of ecological risk
assessment by establishing a phased, multidisciplinary risk assessment approach.  The
strength of ecological risk assessment for use in decision making is its value as a process.
It provides a consistent approach for integrating laboratory and field data, analytical
tools, and assessment methods as well  as a consistent format for reporting risks and
uncertainties.  The Framework and Guidelines provide a robust and useful foundation
upon which to build the information needed to support EPA decision making. Yet, the
range of applications has made it difficult to develop Agency-wide policy and guidance
that define what ecological attributes the EPA is striving to protect and how to apply risk
assessment findings to decisions. Such guidance would enhance the consistency of the
risk assessment process.  EPEC finds that ecological risk assessments have been most
effective when clear management goals were included in the problem formulation,
translated into information needs, articulated using data quality  objectives (DQOs), and
developed in collaboration with decision makers, assessors, scientists, and stakeholders.

Short term recommendations

•  Guidance  should be developed to better define what ecological attributes EPA is
   striving to protect and how to apply risk assessment findings to decisions. In the
   short term, EPA could make progress toward incorporating such guidance into
   decision-making processes.  Non chemical stressors alone and in combination with
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   chemical stressors should be considered in developing ecological risk assessment
   guidance, models, and endpoints. Endpoints should reflect elements of ecological
   condition such as ecological processes and various levels of biological organization
   including landscape composition and pattern.

•  Ecological risk assessment methodologies are not the exclusive purview of the U.S.
   EPA. Alternative methodologies have been developed and are being used by other
   countries (e.g., Canada, Australia, New Zealand, the European Union) and at least
   one other U.S. government agency (the National Oceanographic and Atmospheric
   Administration [NOAA]) (Table 1). EPA should be cognizant of these approaches
   and incorporate valuable aspects of them into the Agency's risk assessment guidance.

Risk Assessor and Risk Manager Dialogue in Planning  and Problem Formulation

   Risk assessor and risk manager dialogue is necessary during problem formulation to
integrate ecological risk assessment into the environmental management decision
process.  Furthermore, there is a need to engage risk managers and risk assessors in
bringing greater specificity to problem formulation and "risk question" or hypothesis
formulation in ecological risk assessments.  EPEC finds that the EPA Science Advisory
Board's Framework for Assessing and Reporting on Ecological Condition may provide a
useful reference checklist for ensuring that appropriate levels of temporal and spatial
scale and biological  organization are specifically considered in ecological risk
assessments.

Short term recommendations

•  EPEC recognizes that EPA's Framework for Ecological Risk Assessment provides for
   interaction between risk managers and risk assessors and recommends that EPA
   further encourage and promote, if not require, problem formulation dialogue between
   risk assessors and risk managers.

•  EPEC recommends that, during problem formulation, explicit connections be
   established between risk measures, data quality needs, data collection activities, and
   risk management decisions. The gap between risk management and risk assessment
   can be bridged by developing guidelines and examples to: 1) connect risk
   management with risk questions or testable hypotheses and 2) address scientific and
   technical issues such as the  appropriate scale of the risk assessment and
   communication of uncertainty.

•  For large complex risk assessments, peer review at the problem formulation stage and
   again at risk assessment completion would help assure that the assessment study
   design and implementation are appropriate for the risk management goals.  EPEC
   recommends that for high priority assessments, problem formulation and study design
   be reviewed through an independent scientific peer review process prior to study
   implementation.  For smaller risk assessments, checklists could be used to ensure that
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   management goals are considered in problem formulation and translated into
   information needs using DQOs.

•  To promote a dialogue between risk assessors and risk managers and improve
   problem formulation, EPEC recommends that EPA compile and develop ecological
   risk assessment case studies that can provide information for developing standards of
   practice.

Decision Making in the Presence of Uncertainty

  EPEC  finds that ecological risk assessments often fail to identify and prioritize
uncertainties that may affect the quality of risk management decisions.  The problem
formulation process in ecological risk assessment could be improved by identifying
uncertainties that profoundly affect the  results and outcomes of risk assessments and
information needed to reduce uncertainties.

   Probabilistic ecological risk assessment is a useful tool for considering uncertainty;
however, that approach can be difficult to explain to non scientific managers.  EPEC
finds that the results of probabilistic risk assessments could be more effectively
communicated if during problem formulation  1) a summary of the sources and sizes of
major uncertainties were provided and 2) risk  assessors described how probabilistic
approaches would be applied to understand the implications of uncertainty. EPEC finds
that problem formulation could be improved by exploring the use of such methods as
Bayesian analysis and causal argumentation to develop hypotheses or risk questions
focused on causal relationships and weight of evidence. EPEC also finds that it would be
beneficial for EPA to initiate post-decision audit programs to evaluate the environmental
outcomes of risk management decisions relative to those effects predicted and used to
formulate the management decisions.

   In addition, EPEC finds that uncertainty in ecological risk assessments could be
reduced by addressing the critical need  to develop either a consistent approach to
interpreting lines of evidence and weight of the evidence in complex ecological risk
assessments or a process for evaluating competing technical assessments in
environmental decision making.

Short term recommendations

•  EPEC recommends that EPA explore how adaptive management with iterative
   triggers for action can be applied in the context of ecological risk assessment and risk
   management as a way to deal with uncertainties.

•  EPEC recommends that EPA more fully describe the beneficial ecological
   consequences resulting from risk management decisions in terms that the public can
   understand and then follow the risk management decisions with post-decision audit
   programs. Post decision audit programs can be implemented  in the short term, but a
   longer period of time would be required to complete and document such audits.
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Long term recommendations

•  EPEC recommends that EPA develop case studies and/or standards of practice for
   interpreting lines of evidence, with an emphasis on application in decision making.

•  EPEC recommends that EPA explore the use of such methods as Bayesian analysis
   and causal argumentation to develop hypotheses or risk questions focused on causal
   relationships and weight of evidence.

Linking Natural and Social Sciences in Environmental Decision Making

   EPA risk management decisions focus on the application of ecological risk science
within a legal and regulatory context; however, Agency decisions are conditioned by
community values and economic objectives as well as ecological conditions. Therefore,
EPEC finds that ecosystem valuation methods must be further  developed in order to
formulate and evaluate  risk management alternatives at multiple scales and to
communicate them to different stakeholder groups. EPA's Ecological Benefits
Assessment Strategic Plan (U.S. Environmental Protection Agency, 2006a) highlights the
importance of linking natural and social sciences in problem formulation in order to
improve decision making. EPEC also notes that product life cycle analysis is not
typically used in ecological risk assessment but it could be used to understand the
environmental impacts  associated with various industrial products, processes, and
activities. EPEC therefore finds that additional guidance on the application of life cycle
analysis would be helpful to risk assessment practitioners.

Long term recommendations

•  EPEC advises EPA to maintain a long-term focus on research to develop methods for
   valuation of ecosystem services.

•  EPEC recommends that EPA develop guidance for risk assessment practitioners on
   the application of life cycle analysis.

Spatial, Temporal, and Biological Scales

   EPEC finds that methods and tools should be further developed and applied to aid the
proper consideration of spatial, temporal, and biological scales in ecological risk
assessments.  A substantial research effort is needed to address the complex issues of
evaluating spatial, temporal, and biological scales and their interrelationships

Short term recommendations

•  EPEC recommends that during the problem formulation phase of ecological risk
   assessments, EPA explicitly define the extent and resolution of the pertinent spatial
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    and temporal scales and levels or scales of biological organization (e.g., cellular,
    organismal, population, and ecosystem).

Long term recommendations

•   It would be useful to develop  standard techniques for assessing risks at pertinent
    spatial, temporal, and biological scales.  The SAB Framework for Assessing and
    Reporting on Ecological Condition could be used to guide the choice of scale.

•   EPEC recommends that EPA  promote the evaluation and use of statistical and
    geospatial data analysis tools  (such as time series and spatial data analysis methods)
    in identifying the appropriate  spatial and temporal scales to be considered in
    ecological risk assessments.

Improving Ecological Risk Assessments for Product Health and Safety

   EPEC provides the following short and long term recommendations to improve
ecological risk assessments for product health and safety.

In the short term EPA could.

•   Use currently available tools for rapid screening level assessments, such as EPA's
    Estimation Programs Interface (EPI) Suite, to assist in determining whether chemicals
    are biodegradable, toxic, or bioaccumulative. The limitations of such tools must be
    taken into consideration. For  example, the EPI Suite tools are generally applicable
    only to nonpolar organic compounds of relatively low molecular weight. Inorganic
    compounds, metallo-organic compounds, polar organic compounds, polymers, and
    surfactants cannot be addressed by most of the EPI Suite tools.

•   Move away from generic problem formulation that is focused on levels of concern
    and risk quotients toward broader consideration of the appropriate spatial, temporal,
    and biological scales in the context of the decisions being made.

In the long term EPA could:

•   Develop tools for cumulative  risk assessments.  Contaminants are often released into
    stressed environments and risk assessments should consider the combined effects of
    stressors.

•   Continue to investigate how biomarker and mechanistic data might best be used in
    exposure and risk assessments.

•   Conduct multigenerational analysis or other retrospective ground-truthing analyses
    for prospective risk estimates  and re-evaluate and validate levels of concern with
    monitoring studies.
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Improving Ecological Risk Assessments for Contaminated Site Management

   EPEC provides the following short and long term recommendations to improve
ecological risk assessments for contaminated site management.

In the short term EPA could:

•  Increase efficiency by developing "programmatic-level" assessments for
   contaminants, such as polychlorinated biphenyls, commonly found at many
   contaminated sites.  Such assessments would be similar to programmatic
   environmental impact statements, which are described in the National Environmental
   Policy Act and are typically prepared with the intention of describing the impacts of
   actions that are repeated over time.  This approach would decrease the number of
   redundant risk assessments for contaminants commonly found at contaminated sites.

•  Take stronger leadership in training Agency personnel and those of state regulators on
   the appropriate use of ecological risk assessment methods and data and explicitly
   make regulators aware of how such methods and data can be misused. The Agency
   should consider how to effectively integrate and weight the importance of modeled
   estimates of risk in the presence of ecological observations from the field which are
   assessing ecological integrity or biological performance

In the long term EPA could:

•  Determine how large scale spatial, temporal, or population-level effects  (and the
   cumulative effects of several sites within a small area) could be investigated in light
   of legal and regulatory requirements that may limit the spatial and temporal scale of
   contaminated site assessments

•  Develop guidance on the application of adaptive management of ecological resources
   in contaminated site decision making.

•  Take the initiative to develop guidance on the appropriate and acceptable use of such
   screening tools as hazard quotients (HQs), hazard indices ( His), and similar
   environmental benchmarks, especially with regard to their utility in setting actionable
   environmental protection goals. As EPA addresses recommendations related to
   appropriate use of screening  tools such as HQ's and the need to reduce uncertainty,
   the Agency will need to explore a range of risk calculation methods which represent
   better and more certain approaches to estimating risk.

•  EPEC also finds that advancing net environmental benefit tools may be a useful
   check to fit a specific process such as the remediation of chemically contaminated
   sites. These approaches may also be useful to other types of applications (such as
   natural resource management).
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Improving Ecological Risk Assessment for Natural Resources Protection

   EPEC provides the following short and long term recommendations to improve
ecological risk assessments for natural resources protection

In the short term EPA could:

•   Explicitly identify, in the problem formulation phase of the risk assessment, specific
    ecological resources to be protected and options for their protection.

•   Implement an independent, scientific peer review process for large scale risk
    assessments to evaluate endpoints, scale, levels of biological organization,
    uncertainties, and study design outcomes of problem formulation prior to initiating
    the analysis phase of the risk assessment.

•   Consider ongoing change processes (e.g., global climate change) and indirect effects,
    that are often revealed at different levels or scales of biological organization, as part
    of the risk assessment. Such processes and indirect effects can be particularly
    important in ecological risk assessments for natural resources protection.

•   Identify, during problem formulation, those spatial and temporal scales and levels of
    biological organization of concern that are large enough to capture emerging patterns
    across a landscape such as effects on local watersheds or migratory pathways.

•   Categorize uncertainties in the ecological risk assessment according to their sources
    and sizes, and in the final assessment identify and acknowledge uncertainties that
    profoundly affect results and outcomes such as the  weight-of-evidence decision-
    making process.

In the long term EPA could:

•   Develop standard techniques for assessing risks at specific scales and levels of
    biological organization and better define associated uncertainties.

•   Explore ways to focus hypothesis development on causal relationships and weight of
    evidence instead of traditional hypothesis testing with null models.

•   Develop guidance for improved weight-of-evidence decision making that decreases
    "best professional judgment" and increases statistically-based quantification.
    Guidance should contain examples of typical sites covering major ecoregions,
    hydrologic types, and stressors (chemical and non-chemical).

•   Develop a process to provide an interface between  risk assessment and monitoring
    programs so that monitoring data can be used to improve future risk assessments.
                                       xvn

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   EPEC notes that these and other changes discussed in this report would advance the
evolving practice of ecological risk assessment. They would also enable more effective
use of the Framework for Ecological Risk Assessment to address the challenges of
dealing with uncertainties and high variability, linking assessment endpoints to realistic
temporal and spatial scales, and addressing legal and regulatory requirements of policy
precedence.  EPEC finds that a substantial research effort is needed to develop the
methodology required to address many of the complex issues discussed in this report.
However, EPA's budget for ecological research has decreased by approximately 40%
since fiscal year 2003.  The Agency has eliminated research in monitoring programs to
assess the status and health of ecological resources. The declining trend in the EPA
budget for ecological research must be reversed in order to address many of the complex
issues discussed in this report. Additional resources are also needed to provide an
interface between risk assessment and monitoring programs so that monitoring data can
be used to improve future risk assessments.
                                      xvin

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2.0    INTRODUCTION

   This report was prepared by the Science Advisory Board (SAB) Ecological Processes
and Effects Committee (EPEC).  The report resulted from a study conducted by the
Committee to provide advice to the U.S. Environmental Protection Agency (EPA) on
advancing the science and application of ecological risk assessment in environmental
decision making.  In conducting the study and developing this report, EPEC considered
the advantages and potential shortcomings of EPA's current ecological risk assessment
approach, drawing on the wealth of risk assessment experience within the academic,
regulatory, and regulated communities. EPEC considered the effectiveness of EPA's
ecological risk assessment approach and its application in various decision-making
contexts. In this regard, the following key cross-cutting ecological risk assessment issues
were considered: the effects of spatial and temporal scale, assessing risks at different
levels or scales of biological organization, problem formulation and the adequacy of
testable hypotheses, and  decision making in the presence of uncertainty.  The findings
and recommendations in this report are provided to guide the development of EPA-wide
policies and strengthen the Agency's program-specific risk assessment guidance. Key
findings and recommendations in the report are italicized.

   To gather information for this advisory report, EPEC convened a public workshop on
the role and conduct of ecological risk assessments for environmental decision making.
Titled Ecological Risk Assessment - An Evaluation of the State of the Practice, the
workshop was held on February 7-8, 2006 in Washington, D.C. The workshop brought
together more than 120 ecological risk assessors from academia, government, industry,
trade associations, and environmental organizations. The invited speakers, panelists,
subject matter experts and participants discussed their experience and suggested steps for
improving ecological risk assessment in three decision-making contexts: product health
and safety, management  of contaminated sites, and natural resource protection.  The
primary objective of the workshop was to provide information for EPEC by initiating a
broad dialogue on the current state of the practice of ecological risk assessment as applied
in environmental risk management and decision making. A workshop summary
document describing  key points discussed is provided as an attachment to this advisory
report. The workshop summary document and supporting material is also available at:
http://www.epa.gov/sab/sab_epec_wkshp_eco_risk_02_7-9_2006.htm.

3.0    BACKGROUND ON EPA'S ECOLOGICAL RISK ASSESSMENT
       FRAMEWORK AND GUIDELINES

   EPA's Framework for Ecological Risk Assessment (Framework) and Guidelines for
Ecological Risk Assessment (Guidelines) (U.S. Environmental Protection Agency, 1992,
1998) have greatly improved the state of the practice by stressing the importance of
conducting assessments using a phased approach in a multidisciplinary setting.  A key
aspect of the Framework is the problem formulation phase.  Early interaction and
discussion among risk assessors, risk managers, and stakeholders helps ensure relevance
of risk assessment results to risk management questions. The development of conceptual

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models and assessment endpoints during the problem formulation phase of a risk
assessment is critical to guiding the establishment of a valid analysis plan.

   The strengths of ecological risk assessment for use in decision making include its
value as a process, not just a technique.  In this regard, ecological risk assessment
provides a  consistent approach for using diverse types of laboratory and field data, a
source of analytical tools applicable to address a wide array of environmental problems,
a means to integrate assessment methods (e.g., species sensitivity distributions,  and
weight-of-evidence approaches), and a consistent format for reporting risks and
uncertainties.

   Both scientific and non-scientific limitations occur in implementing ecological risk
assessment. Scientific and technical challenges in the risk assessment process include
characterizing and incorporating uncertainties associated with the stochastic nature of
ecological  systems and the effects of multiple stressors, linking assessment endpoints to
realistic time and space scales, establishing ecological baselines,  predicting exposure to
toxic contaminants or other stressors (e.g., variability in dietary exposure to
contaminants), and dealing with variations in toxicological profiles for different taxa.
Non-scientific limitations to the use of ecological risk assessment in decision-making
processes include legal and regulatory requirements. For example,  potential liability can
promote avoidance of risk assessment, and requirements to assess individual rather than
cumulative risks may limit the utility of a risk assessment.  Furthermore, policies and
precedents  may require specific components to be part of risk assessment or establish
inappropriate endpoints. This is exemplified in questions that often arise about: 1) the
validity of  policy or precedent-based point estimates of effects used in risk assessments
(e.g., "No Observed Effects Concentrations"  [NOECs] that have  been used in some risk
assessments are not statistically defensible), 2) the quality  of data obtained from peer
reviewed literature (e.g., poor study design and reporting standards), 3) common failures
to connect  risk assessments to management issues, and 4) exclusion of some key
stakeholders from the ecological risk assessment process.  Social challenges include the
need to engage stakeholders, risk assessors, and risk managers early and often in the
process in order to understand communities' positions on potential management
decisions.

4.0    FINDINGS AND RECOMMENDATIONS

4.1    EPA's Ecological  Risk Assessment Framework and  Guidelines

   EPEC finds that EPA 's Ecological Risk Assessment Framework and Guidelines (U.S.
EPA, 1992, 1998), used to conduct assessments for nearly 20 years, have been and
continue to be a robust and useful foundation upon which to build the information needed
to support decision making for ecological resources. Participants at the EPEC ecological
risk assessment workshop  described the Framework as "standing the test of time." The
value of the Framework is further evidenced by its incorporation into many federal and
state guidelines and a large body of references in the scientific literature. The
Framework's underlying ecological risk assessment paradigm has been emulated in

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Canada, the European Union, and other countries, and this further attests to the utility of
the Framework.

   Risk assessment and risk management are closely linked by design, necessity and law.
The National Research Council has stated that the role of risk assessments is to provide
the information to distinguish between important and trivial threats and, when coupled
with political, social, economic and engineering considerations, to enable decisions about
the need and methods for risk reduction (National Research Council, 1994). EPEC finds
that ecological risk assessments have been most effective when clear management goals
were included in the problem formulation, translated into information needs, articulated
using data quality objectives (DQOs) and, most importantly, developed in collaboration
with the decision makers, assessors, scientists, and stakeholders. EPEC notes that EPA
has developed guidance on use of the DQO process to establish performance criteria for
designing a data collection plan to support study goals (U.S. Environmental Protection
Agency, 2000a,b,c, 2006c). This guidance should be consulted during the problem
formulation phase of ecological risk assessments.

   Many participants at the EPEC  ecological risk assessment workshop stated that EPA's
Framework for Ecological Risk Assessment has utility, but they noted major differences
in ecological risk assessments conducted by various EPA Program and Regional Offices.
Furthermore, the application of ecological risk assessments in decision making has been
inconsistent.  Most EPA offices have, or are in the process of, updating program specific
ecological risk assessment guidance to reflect the principles established in the Framework
and Guidelines.  Although the sheer range of applications of the Framework and
Guidelines has made it difficult to develop recognizable Agency-wide policy or guidance
that defines what ecological attributes the Agency is striving to protect and how  to apply
those findings in risk decisions, EPEC finds that such guidance  would bring consistency
to the overall risk assessment process.  EPEC also finds that models and endpoints to be
used in ecological risk assessments should include consideration of non-chemical
stressors as well as mixtures of chemical and non-chemical stressors. In addition,
outcomes of assessments should consistently report risks and uncertainties. If the
Framework and Guidelines are carefully followed, risk assessment results will be used
more frequently in EPA risk management decisions.

4.2    Risk Assessor and Risk Manager Dialogue in Planning and Problem
       Formulation

   While recognizing the considerable utility of the Framework and Guidelines,  EPEC
finds that there are scientific  and technical challenges to be addressed in using ecological
risk assessment for decision making. Foremost is to foster increased awareness and use
of ecological risk assessment in the management decision process.  While recognizing
that EPA 's Framework for Ecological risk Assessment provides for interaction between
risk managers and risk assessors, EPEC finds that the integration of ecological risk
assessment into the environmental management decision process should be further
promoted.

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   EPEC finds that there is a need to bring more specificity to problem formulation in
ecological risk assessment.  There is also is a need for guidelines and examples
describing how to bridge the gap between risk management and risk assessment. While
no single clear consensus on how to best bridge this gap resulted from the EPEC
ecological risk assessment workshop, patterns of ideas emerged on how to address risk
and risk management for different objectives, on the need to consider the role of spatial
and temporal scales, and on appropriate tools for considering and communicating
uncertainty in risk assessments during the problem formulation step. Broadly, these ideas
can be grouped into four central themes:

1. Managers, assessors, and stakeholders should be engaged early and iteratively
   throughout the risk assessment process.

2.  Specificity and direct consideration of management alternatives are needed during
   problem formulation.

3. Incorporation of specific testable hypotheses, questions, or site assumptions should be
   tied directly to management information needs and data collection and analysis.

4. Uncertainty should be addressed in a manner that allows trade-offs in risk
   management alternatives to be evaluated using approaches that can be communicated
   and understood by the public.

   Risk assessor and risk manager dialogue is necessary during the planning and problem
formulation phase of a risk assessment to develop focused risk assessment questions or
hypotheses that inform specific risk management options. Problem formulation is
currently receiving greater attention than in the past and involves EPA and stakeholders
earlier in the process.  Some participants at the EPEC ecological risk assessment
workshop noted that it is difficult to get the Agency risk managers to engage in a
dialogue. A consistent approach for encouraging such a dialogue is needed, and EPEC
recommends that EPA take steps to encourage and promote, if not require, problem
formulation dialogue.

   EPEC notes that the EcoUpdate Bulletin published by EPA's Office of Solid Waste
and Emergency Response remains an excellent means of communicating important
aspects of the  ecological risk assessment process both within and outside of the Agency.
While the most recent edition of EcoUpdate Bulletin is June 2001, EPEC encourages
EPA to consider using the EcoUpdate Bulletin and developing similar publications so
that EPA program offices can address the issue of problem formulation dialogue, as well
as communicate elements and recommendations included in this advisory report.

   As noted above, EPEC finds that there is a need to explore how to bring more
specificity into problem formulation and "risk question " or hypothesis setting.  While the
ecological risk assessment paradigm does provide that risk management  questions should
be addressed in the problem formulation phase,  often the "testable hypotheses" or "risk
questions" are too generic (e.g., "protection of avian populations" or "no adverse effects

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to benthic macroinvertebrates").  Generalized questions are difficult to interpret, do not
result in measurable endpoints, and are not explicitly linked to risk management
decisions. Broad questions (e.g., risks to avian populations) must be broken down into
smaller ones (e.g., testing for a 10% decrease in the abundance of a particular species of
bird in a specified period of time). At the same time, answering a well-defined question
is not useful if it does not lead to improvements in managing resources.  Testable
hypotheses are not useful unless they  are very closely tied to management goals, and
correct problem formulation will drive decisions to collect field data that are meaningful
to decision making.  Explicit connections between risk measures, data quality needs, data
collection, and risk management decisions are therefore needed during problem
formulation. However, such connections have not been consistently achieved.
Additional guidance or examples of how to formulate and scientifically test such
connections would be helpful.  Furthermore, formulation of specific problems
incorporating testable hypotheses or risk questions has not been effective or consistent in
ecological risk assessments across EPA.  EPEC therefore recommends that EPA develop
examples and/or guidance to help connect risk management with risk questions or
testable hypotheses.

   EPEC finds that EPA should focus more attention on ensuring that selected measures
of risk for which data will be collected are appropriate for their intended use in decision
making. Often a large amount of field data are collected for risk assessments without first
focusing on how those data will be used in the risk management context. It is
recommended that EPA explicitly tie  data collection to risk management questions
through the DQO process. As noted above, often EPA does not clearly identify the
ecological attributes or resources the Agency is striving to protect. EPEC notes that the
EPA Science Advisory Board's Framework for Assessing and Reporting on Ecological
Condition (U.S. EPA Science Advisory Board, 2002) may provide a useful reference
checklist for ensuring that appropriate levels of temporal and spatial scale and biological
organization are considered in ecological risk assessments.

   EPEC finds that, for large, complex risk assessments, peer review at the problem
formulation phase and again at risk assessment completion would help assure that the
assessment study design and implementation are appropriate for the risk management
goals.  EPEC recommends that for high priority (i.e., high risk, high cost) assessments,
problem formulation and study design be reviewed through an independent scientific
peer review process prior to study implementation. Peer review early in the process will
strengthen ecological risk assessments even if there are no conflicts associated with the
study design. The identification of assessments requiring early peer review could be
based on a recommendation or predetermined criterion or based on evaluation of prior
risk assessments. EPEC notes that the composition of a panel convened for problem
formulation review may be different from the composition of a panel formed for a study
design review.

   Recognizing that a peer review process could be unnecessarily cumbersome for
smaller risk assessments, EPEC notes that checklists could be developed to assist risk
assessors and risk managers in planning and problem formulation.  These checklists

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could identify key points to be addressed when developing specific risk questions and
considering management alternatives. The goal of providing such checklists would be to
ensure that various important points (e.g., adequacy of problem formulation,
consideration of possible management strategies in problem formulation, connections
between assessment and measurement endpoints, and consideration of data quality
objectives) are adequately addressed at all sites.  Checklists could be adopted from
existing EPA documents  such as Chapter 9 of the Risk Assessment Guidance for
Superfomd, Part A (U.S. Environmental Protection Agency, 1989).

   An additional means of assisting the dialogue between risk assessors and managers
and improving the problem formulation process is to compile and present case studies
that evaluate how ecological data have been used in decision making. Case studies
presented at the EPEC ecological risk assessment workshop highlighted the strengths and
weaknesses of various risk assessments. As further discussed below, EPEC recommends
that EPA compile and develop such ecological risk assessment case studies. The case
studies would provide useful information for developing standards of practice to
determine ecological condition.  They would also be useful to risk assessors considering
how to address issues of spatial  and temporal scale, levels of biological organization, and
cumulative risk.

4.3     Decision Making in the Presence of Uncertainty

   EPEC notes that it is important to consider uncertainty and probability in ecological
risk assessment. Ecological risk assessments often fail to identify and prioritize
uncertainties that could affect the quality of remedy decisions, and additional information
that would be needed to reduce the uncertainty of the assessment. This gap leads to an
over reliance on conservative point value estimates of risk. EPEC finds that the problem
formulation process in ecological risk assessment could be improved by explicitly
identifying uncertainties,  the consequences of those uncertainties, and the additional
information needed to reduce those uncertainties.  For example, Borsuk (2006), in
seeking to define a relationship between oxygen conditions and fish kills in the Neuse
River estuary, uses expert opinion from people with good knowledge of local conditions
(where no good database is available) to construct an influence diagram.  Monte Carlo
simulation is then used to generate predictions offish health and  fish kills in the estuary
under current and improved oxygen conditions. Here, the model for ecological risk must
account for both knowledge uncertainty and natural variability.

   Decision making in the presence of uncertainty is constrained by statutory and
regulatory requirements.  Where uncertainty exists, EPA decision makers often select the
most conservative (protective) risk management measures. Although some statutes
require consideration of risks and benefits, ecological risk can be relegated to a
"nonfactor" in decision making  where there is great uncertainty in identifying risks.  This
absence compromises the decision-making process.

   For decision making in the face of uncertainty, there are three options that should be
explored during the problem formulation phase:

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       Defer making a decision until more study is conducted to reduce uncertainty;
       Making a decision with an understanding of the existing uncertainties; or
    -   Making a decision with monitoring and triggers for further action, if needed.

   Additional study data may reduce the uncertainty associated with a decision.
However, there is a financial tradeoff between study costs and a management decision
under consideration.  For example, in a system where the main impacts are expected to be
risks  associated with bioaccumulated contaminants in fish and the consumers of those
fish, spending additional funds to reduce uncertainty associated with risks to benthic
macroinvertebrates may not be justified because a decision could be made on the basis of
risks  to piscivores. Further study of risks to benthic macroinvertebrates would not reduce
uncertainty associated with the management decision

   Adaptive management is an option for dealing with uncertainties.  Adaptive
management allows a decision to be implemented and requires long-term monitoring
with clear performance triggers to account for uncertainty in the management decision.
An adaptive management approach would address  a concern raised by some
representatives of both industry and the environmental and conservation community who
attended the EPEC ecological risk assessment workshop. These individuals viewed the
ecological risk assessment process as too long, too expensive, and at times encumbered
with extensive and unnecessary investigations that do little to protect the exposed
ecological resources. EPEC notes that EPA currently has no guidance on planning for, or
application of, adaptive management in ecological  risk assessment. Adaptive
management with iterative triggers for action should be planned as part of the problem
formulation step. EPEC therefore suggests that EPA explore how adaptive management
can be applied in the context of ecological risk assessment and risk management.

   At the EPEC ecological  risk assessment workshop, there was considerable discussion,
but no consensus, on the use of rigorous "hypothesis-testing" versus "risk questions" in
problem formulation. Some participants expressed the opinion that it is difficult to link
hypothesis statements in ecological risk assessments to explicitly stated process goals.
They noted that when such  hypothesis statements are used in ecological risk assessments,
risk managers may not have the information needed to make decisions. Others thought
that well-defined statistically testable exploratory hypotheses with defined Type I and II
error rates were necessary in ecological risk assessments. EPEC finds that problem
formulation could be improved by exploring the use of methods, such as Bayesian
analysis and causal argumentation, to develop hypotheses or "risk questions "focused on
causal relationships and weight of evidence. Likelihood statements or estimation
methods rather than binary  (yes/no) statements could be incorporated into problem
formulation.   EPEC  notes a number of benefits associated with the use of Bayesian
approaches. The use of Bayesian approaches would allow risk assessors  to obtain a
"posterior likelihood" for a parameter, along with the uncertainty associated with the
parameter estimate. Posterior likelihoods can be presented to the public in an informative
and understandable manner. Bayesian results provide a  clearer, more direct
interpretation, particularly for nonstatistical scientist. This is because it is easier to grasp

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the Bayesian notion of "the probability of an event happening, given the data that we
have observed," rather than the frequentist's interpretation of "the probability of seeing
the observed data, or anything more extreme, given that conditions under an event hold"
(the much used, and much abused, P value).

   Probabilistic ecological risk assessment is another means for understanding
uncertainties and implications regarding the degree of protectiveness of various
management options.  However, EPEC notes that probabilistic assessments can be
difficult to explain and communicate to non-scientific risk managers and the general
public. It is often easier but less precise to communicate a deterministic hazard quotient
used in a risk assessment than a probabilistically derived hazard quotient.  EPEC finds
that the results of probabilistic risk assessments could be communicated more effectively
by articulating, during the problem formulation phase, a summary of the sources and
sizes of major uncertainties and how probabilistic approaches would be applied to
understand the implications of uncertainty to the degree of protectiveness of the
management decisions. Uncertainties must be clearly identified during problem
formulation so that risk managers can evaluate the need for conservative or risk tolerant
decisions.

   A considerable amount of work has been done on the mechanics of conducting
quantitative uncertainty analyses.  However, good examples are not available  to
demonstrate how such information could be used in risk management decisions.  In this
advisory report, EPEC has noted that one way to reduce the uncertainty in future  risk
assessments is to understand what past risk assessments revealed. EPEC therefore
recommends that EPA develop a national compendium, inventory, and/or database
containing information from past ecological risk assessments that can be used to improve
the certainty of future risk assessments.  Case examples developed for such a
compendium should illustrate how ecological data have been used in decision making.
Such case examples would provide useful information on the strengths and weaknesses of
various risk assessment approaches, aid in the development of standards of practice for
future risk assessments, and assist EPA in maintaining consistent use of risk assessment
procedures among various Agency offices.  Numerous illustrative examples are available
for such a compendium. In one example, Crane et al. (2000) show how the process of
ecological risk assessment could be used to assess the effects of a (hypothetical)
hazardous substance on fish.  Their primary purpose is to illustrate a variety of statistical
methods used in ecological risk assessment. However, they also illustrate how to
combine estimates of exposure and effects to calculate risk by  making specific
probability statements about fish mortality given various environmental contaminant
concentrations.  In another example, Williams et al. (2006) test the assumptions regarding
the bioconcentration factor (BCF) for arsenic bioaccumulation. The traditional
assumption for bioaccumulation is that it is a linear function of exposure concentration.
The authors identify 12 studies (4 laboratory and 8 field investigations, one of which is a
study conducted by EPA's Environmental Monitoring and Assessment Program) of
arsenic bioaccumulation in freshwater fishes in order to explore differences in laboratory-
generated BCFs and field-generated bioaccumulation factors (BAFs), and to assess  their
relationship to arsenic concentrations in water.  Their analysis  indicates that arsenic

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concentrations in tissue and arsenic BAFs may be power functions of arsenic
concentration in water. Thus, the assumption of a linear function may be faulty.  To
reduce uncertainty in future risk assessments, EPEC also believes it is critically
important that EPA initiate post-decision audit programs to evaluate the environmental
outcomes of risk management decisions relative to those effects predicted and used to
formulate the management decisions. Specifically, EPEC recommends that EPA more
fully describe the beneficial ecological consequences resulting from risk management
decisions in terms that the public can understand, and then follow the risk management
decisions with post-decision audit programs.  This process may be equally applied to
contaminated site, natural resource and product health and safety decisions. This
recommendation is consistent with findings in the recent SAB Advisory on EPA's
Superfund Benefits Analysis (U.S. EPA Science Advisory Board, 2006).

   EPEC also finds that uncertainty in ecological risk assessments could be reduced by
undertaking critically needed work to develop a consistent approach to interpreting lines
of evidence and weight of evidence in complex ecological risk assessments, or a process
for evaluating competing technical assessments in environmental decision making.
Weight-of-evidence approaches enable ecologists to evaluate multiple types of evidence
and multiple lines of evidence within a type. While many risk assessment practitioners
prefer to consider all available relevant evidence, some consider the process of weighing
evidence to  be too subjective. EPEC, therefore, recommends that EPA develop case
studies and/or standards of practice for interpreting lines of evidence and weight of
evidence with an emphasis on application in decision making.

4.4    Linking Natural and Social Science in Environmental Decision Making

   EPA's Framework and Guidelines for Ecological Risk Assessment focus on the
application of ecological risk science within a legal and or regulatory decision-making
context.  In reality, however, Agency decisions occur within a broader context that is
conditioned by a community's values and economic objectives, as well as ecological
conditions.  In order for  ecological risk assessment applications to be optimized in the
broad context, they  need to be aligned with the social-economic conditions in which
decisions are to be made. To accomplish such alignment, EPA must identify what
ecological services delivered by the environment being protected matter to relevant
community  stakeholders. The involvement of stakeholders early and iteratively with the
technical experts and decision makers is needed to identify the valued ecological services
that are at risk.  Once those service flows have been identified, they can inform the
selection of relevant assessment endpoints and associated data. Such a coupling will
result in a risk assessment that is linked to quantifiable services and will allow testing of
alternative management  strategies to maximize social net benefits (benefits minus costs)
of any EPA decision.

   EPEC recognizes that EPA, through  its draft Ecological Benefit Assessment Strategic
Plan  (U.S. Environmental Protection Agency, 2006a), is wrestling with the integration of
ecological risk  assessment and economic benefit analysis. However, EPEC finds that
there has been little elaboration of how ecological risk estimates might be considered or

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weighed in these broader decision-making contexts. So from EPEC's perspective, the
path to identifying how social attributes of an ecosystem are translated into assessment
endpoints that meet decision makers' needs represents uncharted waters, and additional
guidance is needed.  EPEC strongly encourages the Agency to test these waters through
field demonstrations and then develop guidance as needed.

   EPEC finds that benefit-cost and valuation methods need to be further developed in
order to provide mechanisms for conducting risk assessments in the context of policy
decisions regarding risk reduction. Because policy decisions might consider costs and
benefits (or more generally the values that people attach to specific risk changes), it is
important that risk assessments be designed to provide information for estimating costs
and/or benefits or the associated values. Net benefit analysis may be a useful cross-
cutting approach for linking uncertainty analysis and risk management decisions. In this
regard, EPEC notes that some type of net benefit analysis would be beneficial, but it
should not be used to avoid risk assessment. EPA's draft Ecological Benefit Assessment
Strategic Plan is based on an application of benefit-cost analysis to ecological benefits,
following the guidelines for cost benefit analysis contained in U.S. Office of
Management and Budget Circular A-4 (U.S. Office of Management and Budget, 2003).
EPA's work in this area is summarized in the recent review of the Ecological Benefit
Assessment Strategic Plan conducted by the SAB Committee on Valuing the Protection
of Ecological Systems and Services (CVPESS) (U.S. EPA Science Advisory Board,
2005).  The CVPESS report states that methods are needed for valuation of ecological
resources and attributes. EPEC encourages EPA to continue developing these holistic
ecosystem valuation methods.  However, EPEC notes that during the problem
formulation phase of ecological risk assessments, screening can be conducted by simple
comparisons  of costs to benefits such as reduction in area-weighted average
concentrations of contaminants, reduction in hazard quotients or other measures of risk to
identified receptors, or even probability distributions of risk.  While these types of
benefit-cost comparisons are clearly in the domain of the risk managers, identifying the
data needs for articulating not only the baseline risk, but also the mechanisms and
measures for incremental risk reduction to ecological resources, should be addressed in
the problem formulation and risk assessment. EPEC advises EPA  to develop guidance
for application of risk-reduction metrics such as those mentioned above, while also
maintaining a long-term focus on research to develop methods for valuation of ecosystem
services.  Such valuation methods can be applied in the problem formulation phase of a
risk assessment to develop a better understanding of appropriate risk questions.  This
approach will provide the knowledge needed for comprehensive benefit assessments.

   Product life cycle analysis (LCA), while not typically used for ecological risk
assessments,  was viewed by participants at the EPEC ecological risk assessment
workshop as  potentially providing useful information for future-oriented investigative
questions and emerging areas (e.g., nanotechnology). Issues such as inputs required for
production and maintenance activities, product use and reuse options, and disposal and
recycling alternatives can be considered in a systems approach. EPEC finds that
additional guidance on application of LCA would be helpful to risk assessment
practitioners.
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4.5    Spatial, Temporal and Biological Scales

   As noted previously, pertinent spatial and temporal scales and levels of biological
organization are not often explicitly considered in the problem formulation phase of
ecological risk assessments, even though they should be.  Risk assessments may range
from local to global applications, from immediate to long-term effects, and across a
number of levels of biological organization. As stated in EPA's Framework for
Ecological Risk Assessment, the purpose for conducting a risk assessment determines
whether it is national, regional, or local in scope. For example, the EPA Office of
Pesticide Programs may conduct ecological risk assessments over a range of spatial
scales depending upon uses, fate, transport, and effects of pesticides.  The spatial scales
of risk assessments conducted by EPA's Office of Solid Waste and Emergency Remedial
Response may depend upon the boundaries of contaminated sites. Any such exercise
necessarily involves numerous trade-offs of site-specificity and accuracy versus general
applicability to diverse facilities and locations.

   It is critical that both the decision makers and the risk assessors be cognizant of
the extent and resolution of scales being considered in addressing any particular
issues.  Therefore EPEC recommends explicit definition of the  extent and resolution
of the pertinent spatial and temporal scales and levels of biological organization of
concern at the problem formulation phase of a risk assessment.

   Scales must be appropriate to each problem in order to identify emerging patterns
across space, time, and levels of biological organization.  The appropriate scale of an
ecological risk assessment depends upon such factors as the stressors and media being
evaluated, episodic events considered,  specific ecological receptors, and the recovery
time of systems. For example, climate change events of varying scales such as El Nino
cycles, the Eastern Pacific Decadal Oscillation, and anthropogenic warming can
significantly affect ecosystems and should be considered in ecological risk assessments.
The SAB Framework for Assessing and Reporting on Ecological Condition (U.S. EPA
Science Advisory Board, 2002) can be used to guide choice of scale.

    EPEC notes that it would be useful to develop standard techniques for assessing risks
at specific levels of biological organization (e.g., based on common definitions of habitat
types and communities). Indirect ecological effects are often revealed at levels of
biological organization above populations, and there is a need for techniques for
assessing risks at all levels of biological organization (i.e., community, habitat, and
landscape scales).  Guidance is also needed on the use of population models in ecological
effects assessments.

   Multi-generational analyses or estimates of past conditions are rarely used for
prospective  risk estimates but should be considered when the time of concern precedes
current information.  These tools may include analysis of archaeological structures,
witness tree data, historical journals, and other place-based information.
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      In addition, tools such as geographic information systems, continuous monitors,
   habitat and other models, and species life history information may be used to incorporate
   spatial and temporal scales in ecological risk assessments.  Therefore, EPEC recommends
   that EPA promote the evaluation and use of statistical, geospatial, and other tools for
   data collection and analysis (e.g., time series and spatial analyses).

   4.6    Comparison of Other Protocols for Conducting Ecological Risk Assessments

      Ecological risk assessment methodologies are not the exclusive purview of the U.S.
   EPA. Alternative methodologies have been developed and are being used by other
   countries (e.g., Canada, Australia, New Zealand, the European Union) and at least one
   other U.S. government agency (the National Oceanographic and Atmospheric
   Administration [NOAA]) (Table 1). EPA should be cognizant of these approaches and
   incorporate valuable aspects of them into the Agency's risk assessment guidance.  For
   example, Environment Canada uses a three-tier approach ranging from (Tier 1) relatively
   small areas of contamination to (Tier 3) complex, large scale areas of contamination
   (Canadian Council of Ministers of the Environment, 2007).  The British  Columbia
   Ministry of Environment (Canada) has specific guidance for Tier 1 sites including
   intended land use post remediation (British Columbia Ministry of the Environment,
   2007a,b).  Incorporation of planned land use is also a feature of Australian guidance,
   which is focused on natural resource protection (Australia Natural Environmental
   Protection Council, 2007).  New Zealand's guidance is an amalgam of both the
   Australian and U.S. models, including tiering similar to the Canadian approach (Landcare
   Research, 2007a,b).  The European Union approach is based on comparing predicted
   environmental concentrations (PECs) to predicted no effects concentrations (PNEC)
   (European Commission on Health and Consumer Protection Directorate-General, 2003).
   NOAA's guidance for aquaculture uses a model similar to EPA's but includes non-
   chemical stressors (Nash et al., 2005).  Thus, different approaches to ecological risk
   assessment exist both outside and within the U.S. Commonalities include an initial data
   summary (problem formulation, hazard assessment) phase, a conceptual model,
   considerations of exposure and effects, and a risk calculation process.

            Table 1. Links to Various Approaches to Ecological Risk Assessment
  Government
      Unit

Canadian
Council of
Ministers of the
Environment
(CCME)
     Title and/or URL
www.ccme.ca
              Short Description
This site contains the Canadian guidance for
ecological risk assessment as well as a wide
variety of relevant guideline documents.
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BC Ministry of
Environment
(Canada)
Recommended Guidance and
Checklist for Tier 1
Ecological Risk Assessment
of Contaminated Sites in
British Columbia.
http://www.env.gov.bc.ca/ep
d/epdpa/contam_sites/policy
_procedure_protocol/protoco
Is/tier  I/index.html
This is the guidance and checklist for smaller
scale sites for the province of British Columbia
(BC). The approach is based on the Canadian
definition of Tiers and the Contaminated Site
regulations for BC.  Land use is an important
and explicit consideration in the risk assessment
process.
BC Ministry of
Environment
(Canada)
Tier 1 Ecological Risk
Assessment Policy Decision
Summary
http://www.env.gov.bc.ca/ep
d/epdpa/contam sites/standar
ds_criteria/standards/tierlpol
icy, html
In addition to the guidance document a record of
decision making was produced to justify the use
of 20% effects concentrations (EC20s), site
visits and other features of the above guidance
document.
Australia
Australian Schedule B (5)
Guideline on Ecological Risk
Assessment
http ://www. ephc. gov.au/pdf/
cs/cs_05_era.pdf  Additional
documents  describing the
risk assessment process for
contaminated sites can be
found at:
http ://www. ephc. gov.au/nep
ms/cs/con sites.html.
Contaminated site risk assessment is the
jurisdiction of the National Environment
Protection Council that is in turn a part of the
Environment Protection and Heritage Council
(EPHC). Part of the mandate of EPHC is the
preservation of natural resources. Land use is an
important and explicit consideration in the
guidance, similar to that of British Columbia.
New Zealand     Risk Assessment for
                 Contaminated Sites in New
                 Zealand.
                 http://contamsites.landcarere
                 search.co.nz/index.htm
                             New Zealand has an extensive set of risk
                             assessment documents for contaminated sites.
                             Many of the tools are based upon Australian and
                             United States approaches. New Zealand has a
                             tiered system of risk assessments similar to
                             Canada.
European Union
Final Report on the
Ecological Risk Assessment
of Chemicals Adopted by the
Scientific Steering
Committee at its Meeting of
6-7 March 2003.
The European Union (EU) document appears
significantly different from Canadian or
Australian approaches.  The risk assessment
process is chemical-based, comparing predicted
environmental concentrations and predicted no-
effect concentrations.
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                 http ://ec. europa. eu/food/fs/sc
                 /ssc/out326 en.pdf

NOAA           Guidelines for Ecological      These guidelines provide information for the
                 Risk Assessment of Marine    evaluation of non-chemical stressors with an
                 Fish Aquaculture.             approach derived from U.S. EPA but used for a
                 http://www.nwfsc.noaa.gov/a  different purpose. Non-chemical stressors
                 ssets/25/6450_01302006_15   included in the assessment include: transmission
                 5445_NashFAOFinalTM71 .p  of disease organisms; interactions between
                 df                           escaped organisms and wild populations; and
                                              physical interactions with marine habitat and
                                              wildlife.
    5.0    IMPROVING ECOLOGICAL RISK ASSESSMENT IN SPECIFIC
          DECISION-MAKING CONTEXTS

      Participants at the EPEC ecological risk assessment workshop discussed opportunities
   for advancing ecological risk assessment in three decision-making contexts: product
   health and safety, management of contaminated sites, and natural resource protection.
   EPEC provides the following specific findings and recommendations to improve
   ecological risk assessment in these specific decision-making contexts.

   5.1    Ecological Risk Assessments for Product Health and Safety Evaluation

      Ecological risk assessments for product health and safety evaluation are conducted to
   meet varying requirements of different statutes (e.g., Federal Insecticide, Fungicide, and
   Rodenticide Act, Toxic Substances Control Act). EPEC finds that in product health and
   safety risk assessments, levels of concern and risk quotients often drive the problem
   formulation phase of the risk assessment, but these measurement endpoints may not
   provide realistic ecosystem protection goals.  Such generic problem formulation does not
   focus on why particular risk assessments are being conducted or what ecological
   resources should be protected. To improve ecological risk assessments for product health
   and safety evaluations EPEC provides the following specific recommendations.  These
   recommendations focus on actions that can be taken to facilitate consideration of relevant
   contaminant release pathways, fate and transport of contaminants, sensitivity of
   receptors, and optimization of appropriate assessment and measurement endpoints during
   problem formulation.

      1.  Explicitly consider, during problem formulation, the appropriate spatial and
          temporal scales and level of biological organization to be taken into account in
          the risk assessment in the context of decisions to be made.  This approach will
          require broader consideration of receptors and stressors. Again, the Framework
         for Assessing and Reporting on Ecological Condition (U.S. EPA Science Advisory
          Board, 2002) may be useful in this regard.
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   2.  Develop tools for cumulative risk assessment because contaminants are often
       released into stressed environments.

   3.  Continue to conduct research to determine how biomarker and mechanistic data
       might best be used in exposure and risk assessments.

   4.  Conduct multigenerational analyses or other retrospective ground-truthing
       analyses for prospective risk estimates and re-evaluate and validate levels of
       concern with monitoring studies.

   5.  Use currently available tools for rapid screening level assessments, such as the
       Agency's Estimation Programs Interface (EPI) Suite (U.S. Environmental
       Protection Agency, 2004), to assist in determining whether chemicals are
       biodegradable, toxic, or bioaccumulative.

5.2    Ecological Risk Assessments for Contaminated Site  Management

   While there is sufficient flexibility built into EPA's Framework and Guidelines to
evaluate large scale spatial, temporal, or even population-level effects at contaminated
sites, many of these sites are relatively small (e.g., 2 to 10 acres).  Under the requirements
of the Comprehensive Environmental Response, Compensation, and Liability Act
(CERCLA), a contaminated site remedy must be protective of  human health and the
environment within the site boundaries.  CERCLA requires that the site investigation,
including the ecological risk assessment and the remedy, focus on the site. An
investigation with broader focus may not be a legal expenditure of resources under the
law.  This situation can preclude considering effects that would occur beyond the
boundaries of a site. While acknowledging the regulatory constraints imposed,  EPEC
encourages EPA to further evaluate how large scale spatial, temporal, or population-
level effects (and the cumulative effects of several sites within a small area) could be
investigated in the context of legal and regulatory requirements that may limit the focus
of assessments.

   Contaminated site management decisions are often made using a weight-of-evidence
approach but, as  noted above, the ecological risk assessment process lacks a common
understanding of what is meant by weight of evidence. The result is inconsistency in
contaminated site decision making.  This problem is not unique to contaminated sites or
even to ecological risk assessment in general. The National Research Council recently
advocated the use of weight of evidence (National Research Council, 1996) without
providing context for what that means.  As discussed above, EPEC recommends that
EPA, or alternatively the EPA Science Advisory Board, develop a common definition
and application methodology addressing what constitutes weight of evidence.

   The issue of uncertainly in the decision process encumbers the ecological  risk
assessment process with many lengthy and costly studies.  Additional studies often are
unable to resolve those uncertainties, and during the time taken to conduct the studies,
ecological resources continue to be exposed. As noted previously, in the face of those
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uncertainties EPA resource managers often choose to make the most conservative
(protective) decisions, or more often make site decisions based on human health
concerns, rendering the ecological risk assessment moot.

   EPEC finds that guidance is needed in the area of risk calculation and application.
Too often ecological risk assessments are designed and executed solely with a
comparison of measured exposure concentrations to toxicological reference values; the
"hazard quotient."  Although the area of risk characterization was explored during the
EPEC ecological risk assessment workshop, actual discussions around risk calculation
and application methods were limited. Much of the workshop discussion in this area
focused on the need to better understand the appropriate use of hazard quotients (HQs) to
assess and subsequently manage risk, the issues of uncertainty in calculating risk, and the
need for full exploration and disclosure of uncertainty.  Therefore, in the following
discussion and associated recommendations there is an absence of explicit
recommendations related to risk calculation methods other than those related to HQs,
which some might suggest are not risk calculation methods at all. The Agency and other
readers should not take this as a suggestion that the capacity to do better risk calculations
could not be improved. Our expectation and hope is that as EPA seeks to address the
recommendations related to appropriate use of HQs and the need to understand and
reduce uncertainty, the Agency will need to explore a range of risk calculation methods
which represent better and more certain approaches to estimating risk.

   EPA is most likely aware that there are some scientists (Tannenbaum, 2003, 2005)
who challenge the veracity of ecological risk assessment as a tool for effectively
informing environmental decisions makers. Although such positions  are not widely held,
the Agency should not summarily  dismiss issues raised by  these contrarians. For
example, some raise the issue that HQs do not provide estimates of risk (Tannenbaum et
al., 2003) and that the use of HQs to set preliminary remediation goals at contaminated
sites is mathematically inaccurate. EPEC recommends that EPA take the initiative on
this point and develop guidance on the appropriate and acceptable use of such screening
tools such as HQs,  hazard indices (His), and other environmental benchmarks, especially
with regard to their utility in setting actionable environmental protection goals.

   To some degree the concerns raised about ecological risk assessment as a tool for
decision making may be more related to how the ecological risk assessment process and
its output are utilized in a given  management context.  For example, in ecological risk
assessments of contaminated lands, project managers with  limited scientific
understanding may give greater weight to modeled estimates of risk than to field
observations indicating that no harm is apparent. To address this point EPA  is advised to
take stronger leadership in training its personnel, and those of state regulators, on the
appropriate use of ecological risk assessment methods and data, and to explicitly make
regulators aware of how such data and methods can be misused.  EPA should also
consider how to effectively integrate and weight the importance of modeled estimates of
risk in the presence of ecological observations from the field which provide assessments
of ecological integrity or biological performance. This latter recommendation relates to
the stated need for guidance on weight of evidence procedures discussed in section 4.4 of
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this advisory. Although these recommendations are presented in the context of
contaminated site decision making, EPEC notes that the need for the training and
education identified above is a cross-cutting issue that pertaining to ecological risk
assessment.

   To apply ecological risk assessment in an appropriate decision making context some
have suggested the need to balance the risks from contamination with the risks and
expected benefits from removal of contaminated media. Advancing net environmental
benefit tools (Efroymson et al, 2004) may be a useful check to fit a specific process such
as the remediation  of chemically contaminated sites.

To increase efficiency in the process of assessing contaminated sites and to help address
the uncertainty issue, EPEC recommends that EPA develop:

   1.  Programmatic-level risk assessments for contaminants such as polychlorinated
       biphenyls commonly found at many contaminated sites. Such assessments would
       be similar to programmatic environmental impact statements which are described
       in the National Environmental Policy Act and are typically prepared with the
       intention of describing the impacts of actions that are repeated over time. This
       would decrease the number of redundant risk assessments for contaminants
       commonly found at contaminated sites.

   2.  An evaluation of post-remedial monitoring of ecological resources as compared
       to risks identified as part of remedial decisions.

   3.  Guidance on the application of adaptive management of ecological resources in
       contaminated site decision making.

   4.  Guidance on the appropriate and acceptable use of such screening tools as
       hazard quotients, hazard indices,  and other environmental benchmarks,
       especially with regard to their utility in setting actionable environmental
       protection goals.

   5.  Training for Agency personnel and state regulators on the appropriate use of
       ecological risk assessment methods and data and how such data and tools can be
       misused.

   6.  Research on tools that balance the risks from contamination with the risks and
       expected benefits from removal of contaminated media.

5.3    Ecological  Risk Assessments for Natural Resource Protection

    In general, risk assessments for natural resource protection are more closely tied to
an ecological attributes "values" perspective  rather than the stressor perspective that is
typical of chemical specific risk assessments.  When viewed from an economic
perspective, such assessments must take into consideration the use and nonuse values
                                       17

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people may place on natural resources and healthy ecosystems. Because these types of
risk assessments typically focus on the ecological attributes to be protected, rather than
responses to specific stressors, the discrete ecological resources to be protected and
options for their protection should be explicitly identified in the problem formulation
phase.

   Ecological risk assessments for natural resource protection can be large and complex.
Therefore EPEC finds that early scientific peer review of the risk assessment study
designs may be needed for many of these risk assessments.  This review should occur
between problem formulation and analysis stages of risk assessments. Peer review of
study designs prior to initiating work plans will enhance the quality and efficiency of
such risk assessments and will help assure that the assessment study design and
implementation are appropriate for the risk management goals.

   EPEC finds that natural change processes should be considered as part of ecological
risk assessments for natural resource protection.  Protecting natural resources requires
consideration of natural, ongoing, and global process change (e.g., global climate change)
and how such change influences anthropogenic changes in the system under study.

   EPEC finds that it is particularly important to identify the scale of concern during the
problem formulation phase of a risk assessment for natural resource protection. It is
important to look at broad scales but also to answer specific questions on local to global
scales. Decisions can be made at very small scales, but they should be considered in the
context of a broader scale. For natural resource protection, spatial scales  should be large
enough to identify emerging patterns across a landscape. If additional spatial resolution
is needed to describe species abundance and distribution, this need should be considered
in the uncertainty analysis. In addition, spatial and temporal scale analysis may help later
integration of a risk assessment into a meta-analysis or larger scale analysis. Such
analyses may assist development of a larger body of knowledge for assessment projects.
Although tools are available for spatial and temporal analyses in risk assessment, it is
unclear whether there are enough risk assessment practitioners with specialized expertise
to meet the current need. Standards of practice are needed for ecological risk assessors
and risk managers.  These standards of practice should address methods  to assure that
spatial and temporal scale issues are appropriately addressed. EPEC notes that such
standards of practice could be broadly applicable to ecological risk assessments in most
decision-making contexts, not just natural resource protection.  To resolve this need, it
may be useful to build from the Framework for Assessing and Reporting on Ecological
Condition (U.S. EPA Science Advisory Board, 2002).

   EPEC notes that indirect effects can be particularly important in risk assessments for
natural resource protection and such effects are often revealed at specific levels of
biological organization. Risk assessors should consider effects at the individual, species,
community, and ecosystem scales.  For example, chemical stress predisposing trees to
disease may be revealed at the community level through an assessment of forest
condition.  EPEC finds that it would be useful to develop standard techniques for
assessing risks at specific levels of biological organization. The utility of community
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level information in assessing ecological risk is demonstrated by the sediment quality
triad of benthic community measures, sediment toxicity tests, and sediment chemistry
(Chapman, 2000).

   As in risk assessments conducted and applied in other decision-making contexts,
elements of uncertainty should be identified and incorporated into problem formulation
and built into the design of a risk assessment for natural resources protection.
Uncertainties in ecological risk assessment should be categorized, and those that
profoundly affect results and outcomes should be identified and acknowledged in the final
assessment. As noted previously, systematic collection, organization and cataloging of
data from past risk assessments could provide information to reduce the uncertainty of
future risk assessments.  Such efforts could provide better metadata and a centralized
repository for ecological risk assessment data,  endangered species information, program
specific risk assessment information, and peer  reviewed literature.

   To improve ecological risk assessments for natural resource protection, EPEC
recommends that ecological risk assessors rethink how hypotheses are formulated and
consider how to move away from traditional hypothesis testing with null models. Such
hypothesis testing can result in null models that are developed without considering  how
to balance Type I and Type II errors.  Hypotheses should focus on causal relationships
and weights of evidence.

   EPEC also recommends that EPA develop a better interface between risk assessment
and environmental monitoring programs so that monitoring data can be used to improve
risk assessments.  Specific monitoring projects could be designed to provide data to
reduce uncertainty in future risk assessments.  Monitoring programs need better direction
and redesign to provide information useful for testing hypotheses and reducing
uncertainty in risk assessments. Data collection and analysis procedures developed by
monitoring programs can also be useful to risk assessors.  For example, EPA's
Environmental Monitoring and Assessment Program (EMAP) has been in  operation for
more than fifteen years and has addressed scale issues (level  of biological organization as
well as spatial and temporal scale) in the development of sampling and data analysis
procedures (e.g., the General Randomized Tessellation Sampling Program has been used
in EMAP to generate estimates of salmon abundance in Oregon Streams, taking into
account spatial and temporal correlation, and the fact that sites  are sampled at different
frequencies).

   In addition, EPEC recommends that EPA integrate work in different disciplines (e.g.,
biology, chemistry, toxicology, ecology) to prevent fragmentary risk analyses.  In this
regard, expert systems could be developed to enable the integration of specific  chemical
and biological endpoints and identify classes of chemicals and nonchemical  stressors to
be assessed.

To improve ecological risk assessments for natural resource protection, EPEC
recommends that EPA:
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    1.  Explicitly identify, in the problem formulation phase, discrete ecological
       resources to be protected and options for their protection.

    2.  Implement an independent, scientific peer review process to evaluate endpoints,
       scale, levels of biological organization, uncertainties, and study design outcomes
       of problem formulation prior to initiating the analysis phase.

    3.  Consider the development of standards of practice for risk assessors and
       managers.

    4.  Explore ways to focus hypothesis development on causal relationships and
       weights of evidence instead of traditional hypothesis testing on null models.

    5.  Develop a process to interface risk assessment and monitoring programs.

    6.  Systematically collect, organize and catalog data from past risk assessments that
       could reduce the uncertainty of future risk assessments. Such an effort could
       provide better metadata and a centralized repository for ecological risk
       assessment data, endangered species information, program specific risk
       assessment information, and peer reviewed literature.

6.0    CONCLUSION

   In developing this report, EPEC considered the current state of the practice of
ecological risk assessment and opportunities to connect the  early roots of this approach in
comparative toxicology with recent advances in ecology. The Framework for Ecological
Risk Assessment and Guidelines for Ecological Risk Assessment (U.S. Environmental
Protection Agency, 1992, 1998) have improved the state of  the practice of ecological risk
assessment and provided a robust and useful foundation upon which to build. A number
of specific opportunities for advancing the risk assessment process have emerged.
Ecological risk assessments have been most effective when  clear management goals were
included in the problem formulation and developed in collaboration with decision
makers, assessors,  scientists, and stakeholders. EPA is therefore urged to encourage, if
not require, problem formulation dialogue between ecological risk managers, risk
assessors, and stakeholders (including both ecologists and the lay public). Moreover,
communication between risk managers and assessors should be a part of all aspects of the
process.  The practice of ecological risk assessment can also be advanced by developing
methods and tools that assist risk assessors in designing analysis that appropriately
consider the physical, biological, and socio-economic contexts of decisions.  Many risk
assessments could be enhanced by the  creation of more innovative techniques for framing
and testing risk hypotheses and use of multiple lines of evidence to assess risk at higher
levels of biological organization (population, community, and landscape scales). EPA
should increase its  understanding of and capacity to utilize ecosystem valuation methods
in conjunction with risk management decisions.  Peer review of proposed risk
assessments before execution would likely improve many large and complex
assessments.  More systematic, post-assessment monitoring would enhance the risk
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assessment process in the long run. A national compendium of past ecological risk
assessment and remediation projects would provide a foundation for enhancing future
assessments and would allow the benefits and weaknesses of the various risk assessment,
management and remediation approaches to be more readily identified.   The risk
assessment framework should be viewed in an adaptive management context whereby, as
new understanding is attained, it is incorporated into the analysis process.

   Together, these and other changes discussed in this report would advance the evolving
practice of ecological risk assessment. They would also enable more effective use of the
Framework for Ecological Risk Assessment to address the challenges of dealing with
uncertainties and high variability; linking assessments endpoints to realistic temporal and
spatial scales; and addressing legal and regulatory requirements or policy precedence.
Furthermore an adaptive management approach to ecological risk assessment would
allow consideration of validity of data and its scale of reference, connection to major
management problems, and involvement of stakeholders.  The development and
application of the consistent approach of ecological risk assessment has greatly enhanced
the integration of laboratory and field data, analytical tools,  and assessment methods and
provided a consistent format for reporting risks and uncertainties. There are clearly big
challenges ahead in applying and using the framework for ecological risk assessment; yet
there are also opportunities to address current limitations and advance the state of the
practice. EPEC finds that a substantial research effort is needed to develop the
methodology required to address many of the complex issues discussed in this report.
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Australia National Environment Protection Council.  2007.  Australian Schedule B(5)
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Efroymson, R., J.P. Nicolette, and G.W. Suter II.  2004.  A framework for net
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Landcare Research.  2007a. Document Resources.
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Nash, C.E., P.R. Burbridge, and J.K. Volkman (editors).  2005.  Guidelines for Assessing
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National Research Council. 1994. Science and Judgment in Risk Assessment.  National
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U.S. Environmental Protection Agency. 1992. Framework for Ecological Risk
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U.S. Environmental Protection Agency. 1998. Guidelines for Ecological Risk
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U.S. Environmental Protection Agency. 2000a. Data Quality Objectives Process for
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January 2000, United States Environmental Protection Agency, Office of Environmental
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U.S, Environmental Protection Agency. 2000b. Guidance for the Data Quality
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U.S. EPA Science Advisory Board.  2002. A Framework for Assessing and Reporting on
Ecological Condition: An SAB Report. Edited by T.F. Young and S. Sanzone.  EPA-
SAB-EPEC-02-009, U.S. Environmental Protection Agency, Washington, D.C.
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U.S. EPA Science Advisory Board.  2005. Advisory Review of EPA 's Draft Ecological
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Protection of Ecological Systems and Services.  EPA-SAB-ADV-05-004, U.S.
Environmental Protection Agency, Washington, D.C.
Available: http://www.epa.gov/sab/pdf/c-vpess_sab-adv-05-004.pdf

U.S. EPA Science Advisory Board.  2006. Advisory on EPA 's SuperfundBenefits
Analysis. EPA-SAB-ADV-06-002, U.S Environmental Protection Agency, Washington,
D.C.
Available: http://www.epa.gov/sab/pdf/superfund_sab-adv-06-002.pdf

Williams L., R.A. Schoof, J.W. Yager, and J.W. Goodrich-Mahoney. 2006. Arsenic
bioaccumulation in freshwater fishes. Human and Ecological Risk Assessment; 12:904-
923.
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ATTACHMENT -  Ecological Risk Assessment in Environmental Decision
                    Making, an Evaluation of the State of the Practice: A
                    Summary of the EPA Science Advisory Board Ecological
                    Processes and Effects Committee Workshop
The attached document describes the key points discussed at the EPA Science Advisory
Board Ecological Processes and Effects Committee workshop: Ecological Risk
Assessment in Environmental Decision Making, an Evaluation of the State of the
Practice.
                                      25

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Ecological Risk Assessment in Environmental Decision Making
          An Evaluation of the State of the Practice
                       A Summary of the

                   EPA Science Advisory Board

            Ecological Processes and Effects Committee

                          Workshop

                      February 7 - 8, 2006

                       Washington, D.C.

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                                   NOTICE
   This workshop summary has been written as part of the activities of the U.S.
Environmental Protection Agency's (EPA) Science Advisory Board (SAB) Ecological
Processes and Effects Committee (EPEC). EPEC is a standing committee of the
chartered SAB which provides extramural scientific information and advice to the
Administrator of the EPA. This workshop summary report describes the key points
discussed at a public workshop and represents the diverse opinions of workshop
participants.  The workshop summary does not represent the views and policies of the
EPA nor of other agencies in the Executive Branch of the Federal government
                                       11

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                                  Table of Contents


1.0   EXECUTIVE SUMMARY	v

2.0   WORKSHOP BACKGROUND AND OBJECTIVES	1

3.0   WORKSHOP OVERVIEW AND SUMMARY	1

3.1    Introductory Presentations	1

3.2    EPA Case Examples	4

3.3    Workshop Questions	6

3.4    Breakout Group Panel Discussion Highlights	7

4.0   KEY WORKSHOP DISCUSSION POINTS	8

4.1    General and Cross-Cutting Discussion Points	8

4.2    Product Health and Safety Key Discussion Points	14

4.3    Contaminated Site Management Key Discussion Points	15

4.4    Natural Resources Protection Key Discussion Points	16

5.0   BREAKOUT GROUP SUMMARY REPORTS	19

6.0   CONCLUSION	19

7.0    REFERENCES	21

APPENDIX A - AGENDA	A-l

APPENDIX B - ECOLOGICAL RISK MANAGEMENT AND
DECISION MAKING AT EPA	B-l

APPENDIX C - ECOLOGICAL RISK ASSESSMENT - OVERVIEW OF
DEVELOPMENT AND APPLICATION OF THE SCIENCE	C-l

APPENDIX D - EPA'S ECOLOGICAL RESEARCH STRATEGY AND
MULTI-YEAR PLAN	D-l
                                        in

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APPENDIX E - STRENGTHS OF THE ECOLOGICAL RISK ASSESSMENT
PROCESS FOR USE IN DECISION-MAKING	E-l

APPENDIX F - LIMITATIONS OF THE ECOLOGICAL RISK ASSESSMENT
PROCESS FOR USE IN DECISION-MAKING	F-l

APPENDIX G - ECOLOGICAL RISK ASSESSMENT FOR REGULATION
UNDER THE FEDERAL INSECTICIDE, FUNGICIDE, AND
RODENTICIDE ACT	G-l

APPENDIX H - APPLICATION OF ECOLOGICAL RISK ASSESSMENT IN
MANAGEMENT OF CONTAMINATED SITES - CASE EXAMPLE,
ECOLOGICAL RISK ASSESSMENT OF THE CLARK FORK RIVER
SUPERFUND SITE	H-l

APPENDIX I - APPLICATION OF ECOLOGICAL RISK ASSESSMENT
IN NATURAL RESOURCES PROTECTION - ASSESSING THE EFFECTS
OF SELENIUM ON AQUATIC LIFE	1-1

APPENDIX J - BIOSKETCHES OF INVITED SPEAKERS AND PANELISTS	J-l

APPENDIX K - REGISTERED WORKSHOP PARTICIPANTS	K-l

APPENDIX L - SUMMARY OF PRODUCT HEALTH AND SAFETY DECISION
MAKING BREAKOUT GROUP PARTICIPANTS, PANEL DISCUSSION, AND
REPORT	L-l

APPENDIX M - SUMMARY OF MANAGEMENT OF CONTAMINATED SITES
BREAKOUT GROUP PARTICIPANTS, PANEL DISCUSSION, AND REPORT	M-l

APPENDIX N - SUMMARY OF NATURAL RESOURCE PROTECTION
BREAKOUT GROUP PARTICIPANTS, PANEL DISCUSSION, AND REPORT	N-l
                                IV

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 1.0   EXECUTIVE SUMMARY

    The U.S. Environmental Protection Agency (EPA) Science Advisory Board (SAB) Ecological
 Processes and Effects Committee (EPEC) is advising the agency on how to advance the science
 and application of ecological risk assessment in environmental decision making.  As part of this
 advisory activity, the SAB EPEC convened a public workshop on the role and conduct of
 ecological risk assessments for environmental decision making.  The workshop brought together
 more than 120 ecological risk assessors from academia, government, industry, trade associations,
 and environmental organizations.  The invited speakers, panelists, subject matter experts and
 participants discussed their experience, and suggested steps for improving ecological risk
 assessment in three decision-making contexts; product health and safety; management of
 contaminated sites, and natural resource protection.  The background and history of the
 development of ecological risk assessment were reviewed. A number  of opportunities for
 advancement of the state of the practice were identified by the workshop participants. Key
 workshop discussion points are briefly summarized in this executive summary and presented in
 more detail in subsequent sections of this report. There were many points of view represented at
 the workshop, and in some cases participants did not agree on points discussed.  Consensus
findings or recommendations were not developed at the workshop, and this may be  reflected in
 the key points presented below.  It should be noted that this document  is not an SAB advisory
 report, but it will be used by the SAB EPEC to develop separate advice to EPA.

 Background

 •   EPA's Ecological Risk Assessment Framework and Guidelines (U. S. Environmental
    Protection Agency, 1992a; 1998) have improved the state of the practice by stressing the
    importance of:

       -  Problem formulation;
       -  Early interaction and discussion among risk assessors and risk managers;
       -  Relevance of risk assessment results to risk management questions;
       -   Conceptual models and appropriate assessment endpoints;
       -  An analysis plan;
       -   Consideration of non-chemical stressors;
       -  More frequent use of risk assessment results in EPA risk management decisions; and
       -   Consistently reporting risks and uncertainties.

 •   Strengths of ecological risk assessment for use in decision making include:

       -  Recognition of its value as process rather than  technique;
       -  Its value as a consistent approach for using diverse types of laboratory and field data;
       -  Its value as a source of analytical tools applicable to a wide array of environmental
          problems;
       -   Opportunities presented for transfer of assessment methods (e.g., species sensitivity
           distributions and weight-of-evidence approaches); and
       -  Its value as a consistent format for reporting risks and uncertainties.

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•  Challenges to be addressed in using ecological risk assessment for decision making include:

       -  Uncertainties associated with
                 •  the stochastic nature of ecological systems; and
                 •  the effects of multiple stressors.

       -  Difficulties associated with
                 •  linking assessment endpoints to realistic time and space scales;
                 •  establishing ecological baselines;
                 •  predicting exposure to toxic contaminants (e.g., variability in dietary
                    exposure to contaminants); and
                 •  variations in toxicological profiles for different taxa.

       -  Non-scientific limitations associated with
                 •  legal/regulatory requirements (examples include potential liability that can
                    promote avoidance of risk assessment, and requirements to assess
                    individual rather than cumulative risks - such as assessing underground
                    storage tanks one tank at a time rather than looking at all in an area - that
                    place limitations on  risk assessments); and
                 •  policy and precedent that may establish inappropriate endpoints.

       -  Questions regarding
                 •  validity of point estimates of effects concentrations used in risk
                    assessments (e.g., No Observed Adverse Effects Concentration);
                 •  quality of data obtained from peer reviewed literature and used in risk
                    assessments (e.g., as a result of poor study design or reporting standards);
                 •  failure to connect risk assessments to management problems; and
                 •  exclusion of some key stakeholders from the ecological risk assessment
                    process.

•  Ecological risk assessments for product health and safety are conducted under the Federal
   Insecticide, Fungicide, and Rodenticide Act (FIFRA) and the Toxic Substances Control Act
   (TSCA). For ecological risk assessments conducted under these statutes:

       -  A tiered iterative process is used;
       -  The information used is dependent on the statutory authority;
       -  Data requirements are based on hazard quotients (estimated exposure/effects
          concentration) for a few species;
       -  EPA is developing probabilistic risk assessment methods; and
       -  New screening and testing methods are being developed and validated for endocrine
          disrupter s.

•  Ecological risk assessments for managing contaminated sites are conducted under the
   Resource Conservation and Recovery Act (RCRA) and Comprehensive Environmental
                                            VI

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   Response Compensation, and Liability Act (CERCLA). For ecological risk assessments
   under these statutes:

       -  EPA has developed useful guidance for risk assessments designed to establish legal
          action for site-specific remediation goals;
       -  Statutes may limit assessments to consideration of chemical releases at sites; and
       -  Legal requirements may constrain evaluation of larger spatial, temporal or biological
          scale effects.

•  Ecological risk assessments for natural resource protection are closely tied to a "value"
   oriented paradigm focused on ecological attributes to be protected, rather than responses to
   specific stressors.  Ecological risk assessments for natural resource protection should
   consider:

       -  Natural change processes; and
       -  The importance of looking at broad scales but answering specific questions on local
          or global scales.

Key Workshop Discussion Points

   Discussion topics were raised across all areas of application and they are summarized below;
however several cross-cutting themes emerged. An integrating vision of risk assessment
connects its early roots in comparative toxicology with recent advances in quantitative and
landscape ecology. Many of the cross-cutting themes discussed  at the workshop  address
challenges associated with these complexities.

   A number of common key points emerged from the three focus workgroups (product
health and safety, contaminated sites management, and natural resource protection).  These
key points can be grouped into five general categories:  1) EPA's Ecological Risk
Assessment Framework and Guidelines; 2) risk assessor and risk manager dialogue in
planning and problem formulation; 3) linking natural and social  sciences in environmental
decision making; 4) spatial, temporal and biological scales; and 5) uncertainty in ecological
risk assessment.

EPA 's Ecological Risk Assessment Framework and Guidelines

•  EPA's Ecological Risk Assessment Framework and Guidelines are robust and useful for
   environmental decision making. They have stood the test of time, as evidenced by a growing
   scientific literature, and incorporation into various governmental (international, federal, state,
   and tribal) voluntary and regulatory programs.

•  Most EPA offices have, or are in the process of, updating program specific ecological risk
   assessment guidance to reflect the Framework and Guidelines principles. However, the
   sheer range of applications has made it difficult to develop recognizable Agency-wide policy
   or guidance that defines what ecological attributes EPA is striving to protect.
                                           vn

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Risk Assessor and Risk Manager Dialogue in Planning and Problem Formulation

•  Dialogue between risk assessors and risk managers in the planning and problem formulation
   step is necessary to develop focused risk assessment questions or hypotheses that support
   specific risk management options. Explicit connections between risk measures, data quality
   needs, data collection activities, and risk management decisions are needed during the
   problem formulation step, but these connections have not been consistently achieved.
   Additional guidance or examples demonstrating how such connections might be formulated
   and scientifically tested would be helpful.

•  Problem formulation for chemical and product risk assessments does not focus on why
   particular risk assessments are being conducted or what ecological resource should be
   protected. The EPA Science Advisory Board's Framew orkfor Assessing and Reporting on
   Ecological Condition  (2002) can be used as a reference checklist to ensure that appropriate
   levels of organization are considered in ecological risk assessments.

•  For large, complex risk assessments, peer review at the problem formulation stage and again
   at the completion of the risk assessment would help assure that the assessment study design
   and implementation are appropriate for the risk management goals. For smaller assessments,
   checklists could be developed to assist risk assessors and risk managers in planning and
   problem formulation in order to focus on greater specificity of risk questions and direct
   consideration of management alternatives.

•  Case studies that demonstrate and evaluate how ecological data were used in decisions could
   be useful to help develop standards of practice for determination of ecological condition,
   application of appropriate spatial and temporal scales and levels of biological organization,
   and assessment of cumulative risk.

Linking Natural and Social Science in Environmental Decision Making

•  EPA's Ecological Risk Assessment Framework and Guidelines (U. S. Environmental
   Protection Agency, 1992a; 1998) focus on the application of ecological risk science within a
   socio-economic, legal and political decision-making arena.  However, there has been little
   elaboration of how ecological risk estimates might be considered or weighed in these broader
   decision-making contexts.

•  Benefit-cost and valuation methods are needed to communicate risk management alternatives
   at multiple scales to different stakeholder groups. Net benefit analysis may be a useful cross-
   cutting approach for linking uncertainty analysis and risk management decisions. Some type
   of net benefit analysis would be beneficial, but it should not be used to avoid risk assessment.

•  There is no consensus approach for interpreting lines of evidence, or weight-of-the-evidence
   in complex ecological risk assessments, or in  evaluating competing technical assessments in
   environmental decision making.
                                          Vlll

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•  Product life cycle analysis (LCA), while not typically used for ecological risk assessments,
   was viewed as potentially providing useful information for future-oriented investigative
   questions and emerging areas (e.g.,  nanotechnology). Additional guidance on application of
   LCA would be helpful.

 Spatial, Temporal, and Biological Scales

•  Scales are not often explicitly considered in problem formulation, even though risk
   assessments may range from local to global applications, from immediate to long-term
   effects, and across a number of levels of biological organization.

•  Scales must be appropriate to see emerging patterns across space, time, and levels of
   biological organization. The appropriate scale of an ecological risk assessment depends upon
   such factors as the stressors and media being evaluated, episodic events considered, the
   specific ecological receptors, and the recovery time of systems.

•  Multi-generational analyses or other retrospective ground-truthing analyses are rarely
   conducted for prospective risk estimates, but should be considered.

•  Tools such as geographic information systems, continuous monitors, and models, as well as
   species life history information, may be used to identify  and incorporate  appropriate spatial
   and temporal scales in ecological risk assessments.

•  Indirect ecological effects are often revealed at levels of biological organization above
   populations, and there is a need for  techniques to assess risks at high levels of biological
   organization (i.e., community or ecosystem scales).

•  Guidance is needed on the use of models for population level effects assessments,
   particularly for terrestrial population assessment.

•  It would be useful to develop standard techniques for assessing risks at specific levels of
   biological organization (e.g., techniques based on common definitions of habitat types and
   communities).

Uncertainty in Ecological Risk Assessment

•  There was general agreement on the need for explicit consideration of uncertainty and
   probability during problem formulation.  This could be accomplished by explicitly
   identifying uncertainties, the consequences of the uncertainties, and additional information
   needed to reduce the uncertainties.

•  Probabilistic ecological risk assessment can provide a useful approach for understanding
   uncertainties and implications regarding the  degree of protectiveness of various management
   options. However, these assessments can be difficult to  explain and communicate to non-
   scientific risk managers and the general public. Uncertainties must be clearly identified so
   that risk managers can evaluate the  need for conservative or risk tolerant decisions.
                                            IX

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•  Decision making in the face of uncertainty is reduced to three options that should be explored
   during problem formulation: (1) conduct more study to reduce uncertainty; (2) make a
   decision acknowledging the uncertainties, and move on; or (3) make a decision with
   monitoring and triggers for further action if needed.

•  Adaptive management was identified as an option for dealing with uncertainties.  Adaptive
   management would allow a decision to be implemented and would require monitoring that
   could trigger additional work if appropriate risk reduction is not achieved.

•  There was considerable discussion, but no consensus, on the use of rigorous "hypothesis-
   testing" versus "risk questions" in problem formulation. Some participants expressed the
   opinion that hypothesis statements are not often linked to explicitly stated process goals,
   leaving risk managers without the information needed to make decisions.  Others thought that
   well-defined statistically testable hypotheses with defined Type I and II error rates were
   necessary.

•  Innovative methods such as Bayesian analysis and causal argumentation could be used to
   develop hypotheses or "risk questions" focused on causal relationships and weight-of-
   evidence.  Likelihood statements or estimation methods could be incorporated into problem
   formulation rather than binary (yes/no) statements.

•  Reducing uncertainty  for future risk assessments could be aided by a better understanding of
   past risk assessments.  It was suggested that EPA develop a national compendium, inventory,
   and/or database of past ecological risk assessments, and/or case examples to characterize the
   strengths and weaknesses of various risk assessment approaches. Uncertainty could be
   further reduced by developing expanded data on phylogenetic responses to stressors
   (comparative toxicology).

•  Post risk assessment ground-truthing and validation should be part of problem formulation
   for product health and safety decisions, as well as for contaminated site and natural resource
   management.  A better interface between risk assessment and monitoring programs should be
   developed so that monitoring data could be used to improve risk assessments.  Specific
   monitoring projects could be designed to provide data that could reduce uncertainty in risk
   assessments.

•  EPA was also encouraged to initiate an audit program to evaluate the effects of risk
   management decisions on ecological receptors and to translate risk reduction into beneficial
   ecological effects that the public  can understand.

   The workshop  presented an integrating vision of ecological risk assessment that connects its
early roots in comparative toxicology with recent advances in quantitative and landscape
ecology. In this regard, several potential areas for advancing the risk assessment process
emerged from the workshop. Peer review of proposed risk assessments before execution would
likely improve many assessments.  Many risk assessments could be enhanced by the creation of
more innovative techniques for framing and testing risk hypotheses, and use of multiple lines of

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evidence to assess risk at higher levels of biological organization (population, community, or
ecosystem scales).  More systematic, post-assessment monitoring would enhance the process in
the long run.  A national compendium of past ecological risk assessment and remediation
projects would provide a foundation for enhancing future assessments, and would allow the
benefits and weaknesses of the various risk assessment, management and remediation
approaches to be more readily identified. Moreover, communication between risk managers and
assessors should be a part of all aspects of the process. The framework for ecological risk
assessment should be viewed in  an adaptive management context whereby, as new understanding
is attained, it  is incorporated into the analysis process.

   Together, these  changes would accelerate the evolving practice of ecological risk assessment.
They would also enable more effective use  of the ecological risk assessment approach to address
the challenges of dealing with uncertainties and high variability; linking assessments endpoints
to realistic temporal and spatial scales; and  addressing legal and regulatory requirements or
policy precedence.  Furthermore an adaptive management approach will allow consideration of
validity of data and its scale of reference, connection to major management problems, and
involvement of stakeholders. There are  clearly big challenges ahead in applying and using the
ecological risk assessment approach, yet the discussion at the workshop suggested helpful ways
to address current limitations.
                                           XI

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2.0    WORKSHOP BACKGROUND AND OBJECTIVES

   The U. S. Environmental Protection Agency (EPA or the Agency) Ecological Risk
Assessment Framework and Guidelines have undergone extensive development and review (U.S.
Environmental Protection Agency, 1991; 1992a,b,c; 1993a,b; 1994a,b; 1996a,b, 2004b). The
Framework and Guidelines were specifically designed to establish a flexible process to promote
greater consistency across a wide range of EPA research and regulatory applications. They were
not intended to replace programmatic and regional regulatory risk assessment practices, but to
foster greater commonality and understanding in a rapidly emerging field. Yet flexibility is not
without problems, particularly for regulatory applications where uniformity  and standardization
are often the norm. Recently, the Agency compiled risk assessment principles and practices
(U.S. Environmental Protection Agency, 2004a) with a view toward opening dialogue with the
scientific community to enhance the state of the practice.  Such dialogue formed the basis of a
debate and commentary section in the inaugural issue of Integrated Environmental Assessment
and Management (Tannenbaum, 2005;  Dearfield et al., 2005, DeMott et al.,  2005; Bridgen 2005;
Stahl et al., 2005).

   The EPA Science Advisory Board (SAB) Ecological Processes and Effects Committee
(EPEC) is advising the Agency on how to advance the science and application of ecological risk
assessment in environmental decision making.  As part of this advisory activity, the  SAB EPEC
convened a public workshop on ecological risk assessment.  The primary objective of the
workshop was to initiate a broad dialogue on the current state-of-the-practice of ecological risk
assessment as applied in environmental risk management and decision making. This document
summarizes the key workshop discussion points, which were used by EPEC as part of its further
deliberations in preparing an advisory report to EPA.

3.0    WORKSHOP  OVERVIEW AND SUMMARY

    3.1   Introductory Presentations

    The workshop (Agenda in Appendix A) was designed to stimulate discussion of the state of
the practice of ecological risk assessment in environmental risk management and decision
making. The introductory presentations offered broad overviews of:

   •   Ecological Risk Management and Decision Making at EPA - Ms. Deni se Keehner,
       Director, Standards and Health Protection Division, Office of Science and Technology,
       EPA Office of Water (Presentation in Appendix B);

   •   Ecological Risk Assessment - Overview of Development and Application of the Science -
       Dr. Glenn Suter, Science Advisor, National Center for Environmental Assessment, EPA
       Office of Research and Development (Presentation in Appendix C);

   •   EPA 's Ecological Research Strategy and Multi-Year Plan - Dr. Michael Slimak,
       Associate Director for Ecology, National Center for Environmental Assessment, EPA
       Office of Research and Development (Presentation in Appendix D);

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   •   Strengths of the Ecological Risk Assessment Process for Use in Decision Making - Dr.
       Lawrence Barnthouse, President and Principal Scientist, LWB Environmental Services
       (Presentation in Appendix E); and

   •   Limitations of the Ecological Risk Assessment Process for Use in Decision Making -  Dr.
       Lawrence Kapustka, Senior Ecotoxicologist, Golder Associates, Ltd. (Presentation in
       Appendix F).

   The introductory presentations identified important issues regarding ecological risk
assessment in environmental risk management and decision making. Selected presentation
highlights are summarized below.

   •   EPA's Ecological Risk Assessment Framework and Guidelines (U. S. Environmental
       Protection Agency, 1992a;  1998) have provided a structured yet flexible approach to risk
       assessment for nearly a decade.

   •   Numerous EPA program-specific and problem-specific ecological risk assessment
       documents have been developed and are being applied across the Agency.

   •   The Ecological Risk Assessment Framework and Guidelines are widely imitated outside
       of the U.S.

   •   EPA's Ecological Risk Assessment Framework and Guidelines has helped risk managers
       and assessors understand the importance of problem formulation for evaluating a range of
       chemical, physical and biological stressors in decision making.

   •   Better methods are needed to quantify and communicate the risks and benefits of
       ecological protection and mitigation to ecological risk managers and the public.

   •   Mechanisms to improve the recognition of ecological concerns in risk management
       decisions are needed across the Agency (e.g., heightening managers' awareness of the
       importance of such questions as: what will happen to a local stream community if there
       are no sensitive fish, or if fish are reduced in size and number, and what problems are
       associated with reduced diversity?)

   •   Ecological research is necessary for improving ecological risk assessment in a number of
       areas:

       -  Status and trends of ecological condition at regional and national scales;

       -  Causes of degraded and undesirable condition;

       -  Management practices that protect and restore ecological resources;

       -  Ecological services important to resource managers; and

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   -   Appropriate spatial and temporal scales for restoring ecological services.

•  Ecological risk assessment issues that require additional consideration and development
   include:

   -   Probability, uncertainty and variability;

   -   Levels of biological organization;

   -   Ecological epidemiology;

   -   Weight-of-evidence approaches; and

   -   Cost-benefit analyses.

•  Ecological risk assessment strengths include:

   -   Its value as a systematic approach to organize scientific information in support of
       environmental decision making;

   -   Its value as a source of analytical tools applicable to a wide array of environmental
       problems; and

   -   Its value as a stimulus for the development of better tools to improve future
       environmental decisions.

•  Difficulties that affect the utility of ecological risk assessment in decision making
   include:

   -   Differential societal values for the protection of ecological resources;

   -   Identifying emergent properties in managing populations, communities, and
       ecological functions;

   -   The stochastic nature of ecological systems and concomitant uncertainty associated
       with measurement and prediction;

   -   Using assessment endpoints that reflect realistic spatial, temporal and biological
       scales;

   -   Obtaining sufficient information to be able to define ecological baselines in context of
       the issue;

   -   Addressing the effects of complex and multiple stressors; and

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       -  Regulatory practices that promote prescriptive measures, stifle innovation, and justify
          minimalist approaches.

      3.2    EPA Case Examples

      Following the introductory presentations, EPA officials who work at the interface of
   ecological risk assessment and environmental decision making provided case examples in
   three environmental risk management and decision-making contexts.

   •   Ecological Risk Assessment for Regulation Under the Federal Insecticide, Fungicide, and
      Rodenticide Act - Dr. Steven Bradbury, Director, Environmental Fate and Effects
      Division, EPA Office of Pesticide Programs (Presentation in Appendix G);

   •   Application of Ecological Risk Assessment in Management of Contaminated Sites - Case
      Example, Ecological Risk Assessment of the Clark Fork River Superfund Site - Dr. John
      Wardell, Director, Montana Office, U.S. EPA Region 8 (Presentation in Appendix FT); and

   •   Application of Ecological Risk Assessment in Natural Resources Protection - Assessing
      the Effects of Selenium on Aquatic Life - Dr. Edward Ohanian, Director, Health and
      Ecological Criteria Division,  Office of Science and Technology, EPA Office of Water
      (Presentation in Appendix I}.

   The case examples did not cover the full range of ecological risk assessment research and
regulatory applications facing EPA. Rather, they offered a window  into pragmatic issues
associated with applying science in regulatory decisions. Selected highlights follow.

   •   Ecological risk assessments under the Federal Insecticide, Fungicide and Rodenticide Act
       (FIFRA) are conducted by the Office of Pesticide Programs (OPP) to evaluate new
       pesticides and reevaluate existing pesticides on a regular, statutory schedule.

       -  FIFRA requires a determination that a pesticide will not "cause unreasonable adverse
          effects" taking into account the economic benefits of pesticide use on the target
          commodity.

       -  The primary regulatory decision is the development of pesticide labels that define use
          sites (i.e., crops), maximum use rates, minimum application rates, allowable
          application methods, etc.

       -  OPP uses a tiered, iterative approach to ecological risk assessment that ranges from
          preliminary deterministic screening assessments using generic assumptions, to highly
          site-specific probabilistic assessments at the watershed and ecosystem scales.

       -  Several  ecological risk assessment examples were presented including:

            •  Assessment of vulnerable aquatic sites and effects of copper and metolachlor on
               national, regional, and action area scales; and

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     •   Use of geographic information system (GIS) data and spatial modeling to
         identify vulnerable watersheds where monitoring was required as a condition of
         pesticide re-registration.

Ecological risk assessments under the Resource Conservation Recovery Act (RCRA) and
Superfund Amendments and Reauthorization Act (SARA) are conducted in the EPA
Office of Solid Waste and Emergency Response (OSWER) to identify risks and
remediation options for contaminated sites.

-  The case example presented risks and remediation options for mine tailing wastes in
   the flood plain of the Clark Fork River (Montana) Superfund Site.

-  A conceptual model developed for the Clark Fork Site was used in the problem
   formulation phase of the risk assessment. This provided information on the primary
   contaminant source, contaminated media, and food chain and ecological receptors
   (including a range of aquatic and terrestrial plant, invertebrate, vertebrate, and
   community endpoints).

-  Risk characterization included a weight-of-the-evidence analysis of predictive, direct
   testing, and population studies.

-  Fish, riparian vegetation, and wildlife were identified as receptors that were at risk
   from exposure to mine waste from overland flow during storm events, mine tailings,
   and  contaminated soils.

-  Eight alternative management  options were identified for remediation.

-  The final risk management options were selected to remove acute and chronic
   releases of toxic materials to aquatic and terrestrial life.

Ecological risk assessments under the Clean Water Act (CWA) are conducted by the
Office of Water (OW) to develop water quality criteria for the protection of aquatic life.
Water quality criteria represent science-based recommendations (i.e., guidance).  Criteria
are linked with a designated use by States and Tribes to establish water quality standards
which are legally enforceable.

-  Typically,  criteria are derived from toxicity data for a range of taxa that are used to
   construct a species sensitivity curve, and a water concentration that protects 95% of
   the taxa.

-  The typical criteria derivation procedures were inappropriate for selenium because:

       • selenium exposure occurs through diet, not the water column;

       • selenium bioaccumulates but does not biomagnify; and

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              • water concentrations do not adequately predict toxicity of bioaccumulative
                chemicals.

       -  After considering selenium criteria options expressed as water, sediment or tissue
          concentrations, EPA derived a draft criterion as a fish tissue concentration.

       -  The tissue criterion provided a valid scientific approach for selenium, but also
          required the development of new implementation guidance to assist risk managers in
          states and tribes who actually establish enforceable water quality standards.  In
          applying the tissue criterion:

              • tissue criteria should be translated into media concentrations; and

              • field derived estimates of bioaccumulation or food web models can be used to
                derive national or site-specific values.

       -  EPA is in the process of revising its general methodology for deriving aquatic life
          criteria to include tissue criteria for bioaccumulative pollutants.

    3.3   Workshop Questions

   Following the introductory and case example presentations, the workshop speakers, panelists
(Biosketches in Appendix J), and participants (Registered Workshop Participants in Appendix K)
met in three breakout groups corresponding to the product health and safety, management of
contaminated sites,  and natural resource protection case examples. Each  of the breakout groups
discussed four cross-cutting ecological  risk  assessment issues:

    1. Effects of spatial and temporal scale;

    2. Assessing risks at different biological scales;

    3. Problem formulation and adequacy of testable hypotheses; and

    4. Decision making in the presence of uncertainty.

The breakout groups were also provided with six suggested questions to initiate discussion of
these cross-cutting issues.

    1. How does the issue affect the quality of analysis?

    2. How does the issue affect the utility of the output?

    3. What opportunities exist to reduce the effect of this issue on ecological risk assessment
      performance?

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    4. Do you have recommendations for data collection, research, and demonstrations that
      could mitigate the effect of this issue?

    5. How do the cross-cutting issues interact?

    6. Can you identify other cross-cutting issues?

The workshop cross-cutting issues and suggested discussion questions were introduced by a
panel of invited experts, discussed by all workshop participants, and summarized in breakout
group reports at the workshop final plenary session (complete breakout group summaries for
product health and safety, management of contaminated sites, and natural resource protection
are found in Appendices L, M, andN, respectively).

    3.4    Breakout Group Panel Discussion Highlights

   Although the individual breakout group  panel discussions specifically focused on product
health and safety (Appendix L), management of contaminated sites (Appendix M), and natural
resource protection (Appendix N), several general issues were identified.

    •   Most ecological risk assessments conducted or reviewed by EPA are for single chemicals
       and are designed to inform risk management decisions by individual program offices.

    •   Ecological risk assessments are often prospective risk estimates based on laboratory
       toxicity studies.

    •   Problem formulation is often defined by regulations and regulatory guidelines rather than
       by deliberate and iterative planning and dialogue between risk assessors and risk
       managers.

    •   The ecological relevance of toxicity-based risk assessments are often questioned by field
       ecologists interested in:

       -   Communities or mixed assemblages of plants and animals;

       -   Cumulative risk from multiple stressors;

       -   Longer temporal scales;

       -   Large spatial scales;  and

       -   Multiple levels of biological organization.

    •   Scientific consensus has not emerged on how to use weight-of-the-evidence approaches
       for integrating information and data for ecological risk assessment.

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   •   Streamlining analytical and decision-making processes is necessary to provide timely
       control of the greatest ecological risks.

   •   Regardless of the specific decision-making context, there is a need for databases that link
       ecological risk estimates, risk management decision, and monitoring or ground-truthing
       information and data to document the environmental efficacy of risk assessment and
       management actions.

   •   Better tools and guidance are needed for ecological risk assessment planning and problem
       formulation between risk assessors and risk managers.  Such tools and guidance might
       focus on:

       -  Scientific needs and resolving power for risk management decisions;

       -  Uncertainty in analyses and decision making;

       -  Landscape effects; and

       -  Biological scale effects.

4.0    KEY WORKSHOP DISCUSSION POINTS

   The workshop findings represent the collective work of more than 120 ecological risk
assessors from academia, government, industry, environmental organizations, trade associations,
and consulting organizations. General and cross-cutting issues that emerged in  the breakout
groups are presented first (Section 4.1), followed by summaries of key discussion points for
product health and safety (Section 4.2), management of contaminated sites  (Section 4.3), and
natural resource protection (Section 4.4).

   4.1    General and Cross-Cutting Key Discussion Points

   General and cross cutting issues emerged in five general categories: 1) EPA's
Ecological Risk Assessment Framework and Guidelines; 2) risk assessor and risk manager
dialogue in planning and problem formulation; 3) linking natural and social sciences in
environmental decision making; 4) spatial,  temporal and biological scales; and 5)
uncertainty in ecological risk assessment.

EPA 's Ecological Risk Assessment Framework and Guidelines

   •   EPA's Ecological Risk Assessment Framework and Guidelines (U. S. Environmental
       Protection Agency, 1992a; 1998) are robust and useful for environmental decision
       making.

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    •   The Framework and Guidelines were designed to establish a flexible process to promote
       consistency between EPA programs and Regions and have positively influenced the
       conduct of risk assessments.

    •   They have stood the test of time, as evidenced by a growing scientific literature, and
       incorporation into various governmental (international, federal, state, and tribal)
       voluntary and regulatory programs.

    •   Most EPA offices have, or are in the  process of, updating program specific ecological
       risk assessment guidance to reflect the Framework and Guidelines principles.

    •   The Framework and Guidelines have been applied across a broad range of ecological
       attributes and chemical, physical, and biological stressors.

    •   However, the sheer range of applications has made it difficult to develop recognizable
       Agency wide policy or guidance that defines what ecological attributes the Agency is
       striving to protect.

Risk Assessor and Risk Manager Dialogue in Planning and Problem Formulation

•   Despite the prominence of a collaborative and iterative planning and problem formulation
    phase presented in EPA's Framework and Guidelines, risk assessor and risk manager
    interactions are often limited.

•   Focused risk assessment questions supporting risk management options are needed. How
    they might be formulated and scientifically tested requires exploration.

•   Specific, rather than generic, risk questions or hypotheses are needed during problem
    formulation because generalized questions may be difficult to interpret in the context of
    specific risk management decisions.

•   Explicit connections between risk measures, data quality needs, acceptable levels of
    uncertainty, data collection, and risk management decisions are needed during problem
    formulation.

•   For large complex risk assessments, rapid and independent review of the approach at the
    problem formulation stage and again at risk assessment completion would help assure that
    the assessment study design and implementation are appropriate for the risk management
    goals.

•   For smaller risk assessments, guidance and checklists are needed to assist risk assessors and
    risk managers in planning and problem formulation in order to focus on specific risk
    questions and direct consideration of management alternatives.

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•   Case studies that evaluate how ecological data are used in decisions are needed to develop
    standards of practice for determining ecological condition, identifying appropriate spatial and
    temporal scales and levels of biological organization, and assessing cumulative risk.

Linking Natural and Social Science in Environmental Decision Making

•   The Framework and Guidelines focus on the application of ecological risk science within a
    socio-economic, legal and political decision-making arena. However, there is little
    elaboration of the how ecological risk estimates might be considered or weighed in these
    broader decision-making contexts.

•   Environmental decision making has become a multi-faceted process and it increasingly
    requires consideration of human health risk, economics, and other social science assessments.

•   Benefit-cost and valuation methods are needed to communicate risk management alternatives
    at multiple scales to different stakeholder groups. Net benefit analysis may be a useful cross-
    cutting approach for linking uncertainty analysis and risk management decisions.  Some type
    of net benefit analysis would be beneficial, but it should not be used to avoid risk assessment.

•   The need for economic valuation of ecosystems and services is clear.  The SAB Committee
    on Valuing the Protection of Ecological Systems and Services (CVPESS)1 is addressing this
    need  in its work.

•   Decision sciences are increasingly important in environmental decision making.  The
    interface between social and environmental sciences is relatively new and needs more
    development.

•   There is no consensus approach for interpreting lines-of-evidence, or weight-of-the-evidence
    in complex ecological risk assessments, or in evaluating competing technical assessments in
    environmental decision making.

•   Adaptive management was identified as an option for dealing with uncertainties in risk
    assessment, risk management, and decision making.

       -  Adaptive management requires an iterative ecological risk assessment process
          developed in problem formulation and applied when long-term problems must be
          addressed.

       -  Long-term monitoring with clear performance triggers would be included to account
          for uncertainty in the management decision.

       -  Adaptive management would address the concerns of the environmental and
          conservation community that the ecological risk assessment process is too lengthy
 CVPESS http://www.epa.gov/sab/panels/vpesspanel.html


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          and encumbered with unnecessary investigations and litigation that do little to protect
          ecological resources.

•  Product life cycle analysis (LCA), while not typically used for ecological risk assessments,
   was viewed as potentially providing useful information to address future-oriented
   investigative questions and emerging areas (e.g., nanotechnology).  Additional guidance on
   application of LCA would be helpful.

 Spatial, Temporal and Biological Scales

•  Scales are not often explicitly considered in problem formulation, even though risk
   assessments may range from local to global applications, from immediate to long-term
   effects, and across a number of levels of biological organization.

•  Scales should be appropriate to see emerging patterns across space, time, and levels of
   biological organization.

•  The use of scales that are broad enough to see emergent patterns over landscapes, time, and
   systems will provide insight into cumulative effects.

•  The appropriate scale of an ecological risk assessment depends upon such factors as the
   stressors and media being evaluated, episodic events considered, the specific ecological
   receptors, and the recovery time of systems.

•  Multi-generational analyses or other retrospective ground-truthing analyses are rarely
   conducted for prospective risk estimates,  but should be considered.

•  Tools such as geographic information systems, continuous monitors, and models, as well as
   species life history information, may be used to identify and incorporate appropriate spatial
   and temporal scales in ecological  risk assessments.

•  Indirect ecological effects are often revealed at levels of biological organization above
   populations, and there is a need for techniques for assessing risks at high levels of biological
   organizations (i.e., community or ecosystem scales).

•  The EPA Science Advisory Board's Framework for Assessing and Reporting Ecological
   Condition (U.S.  EPA Science Advisory Board, 2002) should be used as a reference checklist
   to ensure that appropriate levels of organization are considered in assessments.

Uncertainty in Ecological Risk Assessment

•  There was general consensus on the need for explicit consideration of uncertainty and
   probability during problem formulation.  The process of problem formulation should include
   explicit identification of uncertainties, the consequences of the uncertainties, and additional
   information needed to reduce the uncertainties.  Uncertainties should be categorized, and
   those that profoundly affect results and outcomes identified and openly acknowledged in the
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assessment.  If data are insufficient to conduct analyses at an appropriate scale, this constraint
should be acknowledged and addressed in the uncertainty analysis.

   -  Failure to identify and prioritize uncertainties, as well as any additional information
       needed to reduce the uncertainties, can affect the quality of a decision. Uncertainties
       should be clearly identified so that risk managers  can evaluate the need for
       conservative or risk tolerant decisions.

   -  Decision making in the presence of uncertainty is sometimes constrained by statutory
       or regulatory practices leading to measures that may be over or under-protective.

   -  Statutes vary with respect to requirements for consideration of ecological risks and
       benefits, but ecological risk can become a "nonfactor" when uncertainty associated
       with ecological risk is high.

Probabilistic ecological risk assessment can provide a useful approach for understanding
uncertainties and how they relate to the protectiveness of various management options.

Decision making in the face of uncertainty is reduced to three options that should be explored
during problem formulation:

   -  Conduct more study to reduce uncertainty;

   -  Make a decision acknowledging the uncertainties, and move on; or

   -  Implement adaptive management decisions and require monitoring that would trigger
       additional work if appropriate risk reduction is not achieved.

Additional study data can reduce uncertainty, but there are often tradeoffs between study
costs and timeliness of management decisions that need to be made.

Adaptive management was identified as an option for dealing with uncertainties.  Adaptive
management would allow  a decision to be implemented but would require monitoring that
could trigger additional work if appropriate risk reduction is not achieved.

There was considerable discussion, but no consensus, on  the use of rigorous "hypothesis-
testing" versus "risk questions" in problem formulation.

   -  Some workshop participants noted that often  hypothesis statements are not linked to
       explicitly stated process goals and this leaves risk managers without the information
       needed to make decisions

   -  Some thought that  well-defined statistically testable hypotheses with defined Type I
       and II error rates were necessary.
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       -  Others favored risk questions because "testable hypotheses" are easy to manipulate,
          may not provide information necessary for estimating risk, and hence are
          inappropriate for problem formulation.

       -  It was noted, however, that risk questions are often vague and removing testable
          hypotheses from risk assessments might sharpen such criticism.

•  In some applications, traditional null hypothesis testing may be appropriate, but various
   alternatives were discussed.

       -  Innovative methods such as Bayesian analysis and causal argumentation could be
          used to develop hypotheses or "risk questions" focused on causal relationships and
          weight-of-evidence.

       -  Likelihood statements or estimation methods could be incorporated into problem
          formulation rather than binary (yes/no) statements.

•  Probabilistic risk assessment (Regan et al., 2003) is an important approach but it can be
   difficult to explain and communicate to non-scientific risk managers and the general public.

       -  Communication should begin during problem formulation by providing a summary of
          major uncertainties and by discussing how probabilistic approaches will be applied to
          assist in understanding different management options.

       -  Sensitivity analyses can be conducted to identify sources of uncertainty and
          determine where additional information may be useful.

       -  Risk assessment assumptions, parameters, and the factors driving the uncertainty
          should be clearly explained and discussed with risk managers.

•  While considerable work has been done on how to conduct quantitative uncertainty analyses,
   good examples are not available to demonstrate how uncertainty analysis was or could be
   used in making risk management decisions.

•  Reducing uncertainty for future risk assessments could be aided by a better understanding of
   past risk assessments.

       -  A  national compendium, inventory, and/or database of past ecological risk
          assessments would provide very useful information to improving certainty of future
          risk assessments.

           Such information could be systematically collected,  organized, and cataloged.

       -  Case examples could be developed to characterize the strengths and weaknesses of
          various risk assessment approaches.
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EPA is also encouraged to initiate an audit program to evaluate the effects of risk
management decisions on ecological receptors and to translate risk reduction into beneficial
ecological effects that the public can understand. This is discussed in a recent SAB report
(U.S. EPA Science Advisory Board, 2006).

Post risk assessment ground-truthing and validation should be part of problem formulation
for product health and safety decisions, as well as for contaminated site and natural resource
management. A better interface between risk assessment and monitoring programs should be
developed so that monitoring data could be used to improve risk assessments. Specific
monitoring projects could be designed to provide data that would reduce uncertainty in risk
assessments

4.2   Product Health and Safety Key Discussion Points

Guidance is needed on the use of models for population level effects assessments,
particularly for terrestrial population assessment.

Tools are currently available for rapid, accurate screening-level risk assessments.

   -   European Union databases can provide ecotoxicology information.

   -   EPA's Estimation Programs Interface (EPI) Suite tools provide physical and
       biological parameters to enable a determination of whether a chemical is
       biodegradable, toxic, or bioaccumulative.

Problem formulation for chemical and product risk assessments does not focus on why
particular risk assessments are being conducted or what ecological resource should be
protected.

Often contaminants are released into stressed environments.  Therefore, tools for cumulative
risk assessment need to be developed.

Research is needed to determine how biomarker and mechanistic data might best be used in
exposure and risk assessments for product health and safety decision making.

Product life cycle analysis (LCA) is not typically used for ecological risk assessments.
Guidance for the use of LCA in emerging areas (e.g., nanotechnology) is needed.

Scale is often not considered in problem formulation or in ecological risk assessments for
product health and safety decisions.

Multi-generational analyses or other retrospective ground-truthing analyses are rarely
conducted for prospective risk estimates.
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•  Levels of concern and risk quotients often drive problem formulation in product health and
   safety risk assessments, but they may not provide realistic protection goals. Measurement
   endpoints should be more closely tied to appropriate assessment endpoints.

•  In some cases, problem formulation is generic, and therefore not all relevant routes of
   exposure (e.g., dermal exposure) or receptors are considered. Relevant release pathways,
   fate and transport, and sensitivity should be considered to optimize appropriate assessment
   and measurement endpoints. Post risk assessment ground-truthing and validation should be
   part of problem formulation for product health and safety decisions and addressed in EPA
   guidance documents.

       -  Frequently, problem formulation does not adequately address spatial, temporal or
          biological scales.

       -  Levels of concern should be re-evaluated and validated with monitoring studies.

   4.3   Contaminated Site Management Key Discussion Points

•  Spatial and temporal scales and representative data collection issues should be considered
   during problem formulation for ecological risk assessments at contaminated sites.

       -  Spatial scale is important in evaluating exposure routes and will  influence sampling
          plans.

       -  Temporal scale is important for determining remediation time frames.

       -  The appropriate temporal scale for a contaminated site risk assessment depends on the
          specific chemical contaminants,  media, ecological receptors, episodic events,
          potential for contamination reoccurrence, and recovery time of the system.

•  Recent advances in technology and tools for the analysis and interpretation of data can
   enhance ecological risk assessments. Such tools include: geographic information system
   mapping technologies; remote sensing technologies; spatial statistics; population and
   exposure models; and access to large databases.

•  Central data exchange technology  is improving, and a national data repository would benefit
   ecological risk assessment by providing information on the strengths and weaknesses of
   various risk assessment and management approaches (e.g., EPA Superfund program reviews
   provide useful abstracts of risk assessment study results every five years).

•  Basic life history information (e.g., home ranges, organism distribution) is needed to enhance
   ecological and toxicity information, and to improve exposure and risk assessments for
   species at risk near contaminated sites.

•  Long-term ecological research is needed for some large-scale contaminated sites.
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       -  Post-remediation monitoring is needed to understand how risk assessments might be
          enhanced.

       -  Criteria are needed for assessing successful remediation outcomes at contaminated
          sites.

       -  Such sites provide opportunities for long-term ecological research and evaluation of
          the efficacy of adaptive management approaches.

•  Benefit-cost and valuation methods are needed to communicate risk management alternatives
   at multiple scales to different stakeholder groups.

•  EPA could develop a checklist to be used for confirming that the necessary ecological risk
   assessment steps have been completed and explained.

•  A rigorous framework could be developed for considering remediation options at
   contaminated sites early in the process. This would enhance the relevancy and quality of
   risk assessments.

•  EPA should consider early peer review of problem formulation and study design for complex
   contaminated sites.  Such reviews could be conducted by external technical experts,
   including appropriate social scientists who could help resolve stakeholder issues.

•  Long-term monitoring could provide data  to reduce uncertainty, improve decisions about
   remedy selection, and improve future risk  assessments.

•  Contaminated sites remediated over the past twenty years should be evaluated to develop
   data on remedy efficacy to inform risk assessment uncertainties and remediation decisions at
   new sites.

•  Probabilistic risk assessments do not always summarize and communicate uncertainty to
   CERCLA site managers.

•  Net benefit analysis may be a useful cross-cutting approach for linking uncertainty analysis
   and risk management decisions.  Some type of net benefit analysis would be beneficial but it
   should not be used to avoid risk assessment.

   4.4   Natural Resources Protection Key Discussion Points

•  Risk assessments for natural resource protection are more closely tied to an ecological
   attributes "values" perspective than the stressor perspective that is typical of chemical
   specific risk assessments.

•  The discrete ecological resources to be protected and options for their protection should be
   explicitly identified.
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•  Protecting natural resources requires consideration of "natural" and "global" process change
   (e.g., global climate change) and how such change influences anthropogenic changes in the
   system under study.

•  Early peer review of the risk assessment study designs is needed.

       -  Early peer review should occur between the problem formulation and analysis stages
          of risk assessments.

       -  Peer review of study designs prior to initiating work plans will enhance the quality
          and efficiency of risk assessments.

       -  Early peer review will help assure that the assessment study design and
          implementation are appropriate for the risk management goals.

•  In risk assessments for natural resource protection, assessors  may look at broad scales, but
   specific questions addressed by a study can be local or global.

       -  The scale of concern should be identified during the problem formulation stage of the
          risk assessment.

       -  Decisions can be made at very small scales but should be considered in the context of
          broader scales.

       -  Chemicals are not the only stressors to be evaluated in ecological risk assessments for
          natural resource protection.

•  For natural resource protection, spatial scales  should be large enough to identify emerging
   patterns across a landscape such as the declining condition of small streams and the effects of
   myriad small point sources (e.g., leaking underground storage tanks).

•  Spatial and temporal scale analysis may provide information  for later integration of a risk
   assessment into  a meta-analysis or larger scale analysis.  Such analyses may assist in the
   development of a larger body of knowledge for  assessment projects.

•  Although tools are available for spatial and  temporal analyses in risk assessment, it is not
   clear whether there are enough risk assessment practitioners with specialized expertise in the
   use of these tools to meet the current need.

       -  Tools that can be used for spatial and temporal analysis include geographic
          information systems, continuous monitors, models, and species life history
          information.

       -  If additional spatial resolution is needed to describe species abundance and
          distribution, this should be considered in the uncertainty analysis.
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•   Some workshop participants argued that an interagency effort be undertaken to develop an
    ecological version of the Integrated Risk Information System (IRIS) that would provide
    information needed for risk assessments.

•   Indirect effects can be important in risk assessments and are often revealed at specific levels
    of biological organization. Risk assessors should consider effects at the individual, species,
    community, habitat,  and landscape scales (e.g., chemical stress predisposing trees to disease).

•   It would be useful to develop standard techniques for assessing risks at specific levels of
    biological organization (e.g., common definitions of habitat types and communities). The
    utility of community level information is demonstrated by the sediment quality triad of
    benthic community measures, sediment toxicity tests, and sediment chemistry.

•   Standards of practice are needed for ecological risk assessors and risk managers. These
    standards of practice should address methods to assure that spatial and temporal scale issues
    are appropriately addressed.

•   Ecological risk assessors should rethink testable hypotheses and how to move away from
    traditional hypothesis testing with null models.

       -  Such hypotheses can be easy to manipulate and difficult to formulate.

       -   In risk assessment, hypothesis testing can result in null models that are developed
          without considering how to balance Type I and Type II  errors.

       -  Innovative methods such as Bayesian analysis and causal argumentation are available
          for use in risk assessments.

       -  Hypotheses should focus on causal relationships and weights of evidence.

•   A better interface between risk assessment and monitoring programs should be developed so
    that monitoring data could be used to improve risk assessments.

       -  Specific monitoring projects could be designed to provide data to reduce uncertainty
          in risk future assessments.

       -  Monitoring programs need better direction and redesign to provide information useful
          for testing hypotheses and reducing uncertainly in risk assessments.

       -  Risk assessors working with existing data can influence how new monitoring data are
          collected.

•   Better integration of work in different disciplines (e.g., biology, chemistry, toxicology,
    ecology) is needed to prevent fragmentary risk analyses.
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       -  EPA's separate development of biological and chemical water quality criteria is an
          example of fragmentary risk analysis.

       -  Expert systems could be developed to enable the integration of specific chemical and
          biological endpoints and identify classes of chemicals to be assessed.

•  Elements of uncertainty should be identified and incorporated into problem formulation and
   built into the design of a risk assessment.

       -  Uncertainties in an ecological risk assessment should be categorized, and those that
          profoundly affect results and outcomes should be identified and acknowledged in the
          final assessment (transparency).

       -  A rich literature exists on disaggregating analytical variability, stochastic variability,
          and model variability. It would be useful to consider the available tools for use in
          problem formulation.

Systematic data collection, organization and cataloging from past risk assessments could provide
information that could reduce the uncertainty of future risk assessments. Such efforts could
provide better metadata and a centralized data repository for ecological risk assessment data,
endangered species information, program specific risk assessment information, and peer
reviewed literature.

5.0     BREAKOUT GROUP  SUMMARY REPORTS

  Summaries of the panel discussions and reports of the product health and safety, contaminated
site management, and natural resource protection breakout groups are included in Appendices L,
M, and N, respectively.

6.0    CONCLUSION

   This workshop presented an integrating vision of ecological risk assessment that connects its
early roots in comparative toxicology with recent advances in quantitative and landscape
ecology. In this regard, several potential opportunities for advancing the risk assessment process
emerged from the workshop. Peer review of proposed risk assessments before execution would
likely improve many assessments. Many risk assessments could be enhanced by the creation of
more innovative techniques for framing and testing risk hypotheses, and use of multiple lines of
evidence to assess risk at higher levels of biological organization (population, community, an
landscape scales).  More systematic,  post-assessment monitoring would enhance the process in
the long run. A national compendium of past ecological risk assessment and remediation
projects would provide a foundation  for enhancing future assessments, and would allow the
benefits and weaknesses of the various risk assessment, management and remediation
approaches to be more readily identified. Moreover, communication between risk managers and
assessors should be a part of all aspects of the process. The risk assessment framework should be
viewed in an adaptive management context whereby,  as new understanding is attained, it is
incorporated into the analysis process.
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   Together, these changes would accelerate the evolving practice of ecological risk assessment.
They would also enable more effective use of the ecological risk assessment approach to address
the challenges of dealing with uncertainties and high variability; linking assessments endpoints
to realistic temporal and spatial scales; and addressing legal and regulatory requirements or
policy precedence. Furthermore, an adaptive management approach will allow consideration of
validity of data and its scale of reference, connection to major management problems, and
involvement of stakeholders.  The development and application of the consistent approach of
ecological risk assessment has greatly enhanced the integration of laboratory and field data,
analytical tools, and assessment methods and provided a consistent format for reporting risks and
uncertainties.  There are clearly big challenges ahead in applying and using the ecological risk
assessment approach, yet the discussion at the workshop suggested helpful ways to address
current limitations.  The Ecological Processes and Effects Committee of the EPA Science
Advisory Board will use the information gathered at the workshop to develop an advisory report
to the Agency.
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7.0   REFERENCES

Bridgen, P. 2005. Protecting Native Americans through the Risk Assessment Process: A
Commentary on an Examination of U.S. EPA Risk Assessment Practices and Principles.
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Dear-field, K.D., E.S. Bender, M. Kravitz, R. Wentsel, M.W. Slimak, W. H. Farland, and P.
Oilman. 2005. Ecological Risk Assessment Issues Identified During the U.S. Environmental
Protection Agency's Examination of Risk Assessment Practices. Integrated Environmental
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DeMott, R.P., A. Balarman, and M.T. Sorensen. 2005. The Future Direction of Ecological Risk
Assessment in the United States: Reflecting on the U.S. Environmental Protection Agency's
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Regan, H.M., H. Resit Akcakaya, S. Person, K. V. Root, S. Carroll, and L.R. Ginzburg. 2003.
Treatments of Uncertainty and Variability in Ecological Risk Assessment of Single-Species
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Stahl, R.S., A. Giuiseppi-Elie, and T.S. Bingman. 2005.  The U.S. Environmental Protection
Agency's Examination of its Risk Practices: A Brief Perspective From the Regulated
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U. S. Environmental Protection Agency. 1992b.  Peer Review Workshop Report on a Framework
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U. S. Environmental Protection Agency. 1992c. Report on the Ecological Risk Assessment
Guidelines Strategic Planning Workshop. EPA/630/R-92/002 (NTIS PB93102200), Risk
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U. S. Environmental Protection Agency. 1993a.  A Review of Ecological Assessment Case
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U. S. Environmental Protection Agency. 1993b.  A Review of Ecological Assessment Case
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U. S. Environmental Protection Agency. 1994a.  Peer Review Workshop on Ecological Risk
Assessment Issue Papers. EPA/630/R-94/008 (NTIS PB5252490), Risk Assessment Forum,
Washington, D.C.
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U. S. Environmental Protection Agency. 1994b. Ecological Risk Assessment Issue Papers.
EPA/63O/R-94/009 (NTIS PB95224192), Risk Assessment Forum, Washington, D.C.

U .S. Environmental Protection Agency. 1996a. Proposed Guidelines for Ecological Risk
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U. S. Environmental Protection Agency.  1996c. Peer Review Workshop Report on Draft
Proposed Guidelines for Ecological Risk Assessment.  EPA/63 O/R-96/002, Ri sk Assessment
Forum, Washington, D.C.

U. S. Environmental Protection Agency. 1998. Guidelines for Ecological Risk Assessment.
EPA/630/R-095/002F, Risk Assessment Forum, Washington, D.C.

U. S. Environmental Protection Agency.  2002. Risk Characterization Handbook. EPA-100-B-
00-002, Science Policy Council, Washington, D.C.

U. S. Environmental Protection Agency.  2004a. An Examination of EPA Risk Assessment
Principles and Practices: Staff Paper. EPA/100/B-04/001, Office of the Science Advisor,
Washington, D.C.,

U. S. Environmental Protection Agency.  2004b. Generic Ecological Assessment Endpoints
(GEAEs)for Ecological Risk Assessment. EPA/630/P-02/004F, Risk Assessment Forum,
Washington, D.C.,

U.S. EPA Science Advisory Board. 2002. A Framework for Assessing and Reporting on
Ecological Condition: An SAB Report. Edited by T.F. Young and S. Sanzone. EPA-SAB-EPEC-
02-009, U.S. Environmental Protection Agency, Washington, D.C.
(http//www. epa.gov/sab/pdf/epec02009.pdf)

U.S. EPA Science Advisory Board. 2006. Science Advisory BoardSuperfundBenefits Analysis
Advisory Panel Report. January 29, 2006. (http ://www. epa. gov/sab/pdf/superfund sab-adv-06-
002.pdf)
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 APPENDIX A - AGENDA
                       U.S. Environmental Protection Agency
                              Science Advisory Board
            Ecological Processes and Effects Committee Workshop (Public)

         Ecological Risk Assessment - An Evaluation of the State-of-the-Practice
                                February 7- 8, 2006

                           The Westin Embassy Row Hotel
                          2100 Massachusetts Avenue, N.W.
                                 Washington, D.C.

                                     Agenda

Day 1 - Tuesday, February 7

Plenary Session

8:30 a.m.     Welcoming Remarks and Workshop Introduction — Dr. Virginia Dale, Oak
            Ridge National Research Laboratory and Chair, EPA Science Advisory Board
            (SAB) Ecological Processes and Effects Committee (EPEC)

8:40 a.m.     Ecological Risk Management and Decision Making at EPA —
            Ms. Denise Keehner, Director, Standards and Health Protection Division, EPA
            Office of Water

9:10 a.m.     Ecological Risk Assessment - Overview of Development and Application of
            the Science — Dr. Glenn Suter, National Center for Environmental Assessment,
            EPA Office of Research and Development

9:40 a.m.     EPA's Ecological Research Strategy and Multi-Year Plan - Dr. Michael
            Slimak — National Center for Environmental Assessment, EPA Office of Research
            and Development

10:10  a.m.   BREAK

10:30  a.m.   Strengths of Ecological Risk Assessment Process for Use in Decision Making
            ~ Dr. Lawrence Barnthouse, LWB Environmental Services

11:00  a.m.   Limitations of Ecological Risk Assessment Process for Use in Decision
            Making — Dr.  Lawrence Kapustka, Colder Associates, Ltd.
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11:30 am    Application of Ecological Risk Assessment in Product Health and Safety
             Decision Making - Ecological Risk Assessment for Regulation Under the
             Federal Insecticide, Fungicide, and Rodenticide Act — Dr. Steven Bradbury,
             Director, Environmental Fate and Effects Division, EPA Office of Pesticide
             Programs

12:15 p.m.    LUNCH

 1:30 p.m.    Application of Ecological Risk Assessment in Management of Contaminated
             Sites - Case Example, Ecological Risk Assessment of the Clark Fork River
             Superfund Site —Dr. John War dell, Director, Montana Office, U.S. EPA Region
 2:15 p.m.    Application of Ecological Risk Assessment in Natural Resources Protection -
             Assessing the Effects of Selenium on Aquatic Life ~ Dr. Edward Ohanian,
             Director, Health and Ecological Criteria Division, Office of Science and
             Technology, EPA Office of Water

3:00 p.m.     Goals and Objectives for Breakout Sessions —Dr. Virginia Dale, Chair, SAB
             Ecological Processes and Effects Committee

3:15 p.m.     BREAK

3:30 p.m.     Overview of Breakout Session Discussion Questions - There will be three
             overview breakout groups organized by ecological risk assessment type: Group 1-
             Product Health and Safety Decision Making; Group 2 - Management of
             Contaminated Sites; and Group 3 - Natural Resource Protection. The breakout
             groups will begin with a panel discussion to give an overview of the following
             cross-cutting issues.

             1) Effects of spatial and temporal scale;

             2) Assessing risks at different biological scales (e.g., organism,
                population, and community;

             3) Problem formulation and adequacy of testable hypotheses;

             4) Decision making in the presence of uncertainty.

             The breakout group facilitators will also introduce suggested discussion questions
             for the workshop participants.

             Group 1 — Product Health and Safety Decision Making
             (Will meet in the Whitehall Room)

             Facilitator: Dr. Gregory Biddinger, Exxon Mobil Biomedical Sciences
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             Rapporteur:  Dr. Charles Pittinger, BB&L Sciences

             Panelists:    Dr. Peter DeFur, Environmental Stewardship
                         Mr. Max Feken, Florida Department of Agriculture
                         Dr. David Fischer, Bayer Crop Science
                         Dr. Leslie Touart, U.S. EPA

             Group 2 — Management of Contaminated Sites
             (Will meet in the Terrace Court Room)

             Facilitator:  Dr. Michael Newman, Virginia Institute of Marine Science,
                         College of William and Mary

             Rapporteur:  Mr. Timothy Thompson, Science Engineering and the
                         Environment

             Panelists:    Ms. Vickie Meredith, Wyoming Dept. of Environmental
                           Quality
                         Dr. Michael Fry, American Bird Conservancy
                         Dr. MarkSprenger,  U.S. EPA
                         Dr. Ralph Stahl, DuPont

             Group 3 — Natural Resource Protection
             (Will meet in the Balcony Room)

             Facilitator:  Dr. Kenneth Dickson, University of North Texas

             Rapporteur:  Dr. James Oris, Miami University

             Panelists:    Dr. Bruce Hope, Oregon Dept. of Environmental Quality
                         Dr. EugeniaMcNaughton, U.S. EPA
                         Dr. Jennifer Shaw, Syngenta
                         Dr. Terry Young, Environmental Defense

4:45 p.m.     Adjourn for the Day

Day 2 - Wednesday, February 8

8:30 a.m.     Breakout  Group Discussions - There will be six breakout groups. The breakout
             groups should consider how the cross-cutting issues might be better defined and
             incorporated into the design and performance of ecological risk assessments used
             in decision making.  To facilitate the discussion, the following questions are
             suggested for each issue.

             1.  How the issue affects the quality of the analysis
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2. How the issue affects the utility of the output
3. What opportunities exist to reduce the effect of this issue on
   ecological risk assessment performance
4. Recommendations for data collection, research, and demonstrations that could
    mitigate the effect of this issue
5. How cross cutting issues interact
6.  Identification of other important cross cutting issues

Group #la Ecological Risk Assessment in Product Health and Safety
Decision Making - Facilitator, Dr. Gregory Biddinger, Exxon Mobil Biomedical
Sciences
(Will meet in the Churchill Room)

       Effects of Spatial and Temporal Scale
       Assessing Risks at Different Biological Scales (e.g., organism, population,
       community)

Group #lb Ecological Risk Assessment in Product Health and Safety
Decision Making - Facilitator, Dr. Charles Pittinger, BBL Sciences
(Will meet in the Consulate Room)

       Problem Formulation and Adequacy of Testable Hypotheses
       Decision Making in the Presence of Uncertainty

Group #2a Ecological Risk Assessment in Management of Contaminated
Sites - Facilitator, Dr. Michael Newman, Virginia Institute of Marine Science,
College of William  and Mary
(Will meet in the Ambassador Room)

       Effects of Spatial and Temporal Scale
       Assessing Risks at Different Biological Scales (e.g., organism, population,
       community)

Group #2b Ecological Risk Assessment in Management of Contaminated
Sites - Facilitator, Mr. Timothy Thompson, Science Engineering and the
Environment
(Will meet in the Whitehall Room)

       Problem Formulation and Adequacy of Testable Hypotheses
       Decision Making in the Presence of Uncertainty

Group #3a Ecological Risk Assessment in Natural Resources Protection -
Facilitator, Dr. Kenneth Dickson, University of North Texas
(Will meet in the Balcony Room)

       Effects of Spatial and Temporal Scale
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                -   Assessing Risks at Different Biological Scales (e.g., organism, population,
                    community)

             Group #3b Ecological Risk Assessment in Natural Resources Protection -
             Facilitator, Dr. James Oris, Miami University
             (Will meet in the Terrace Court Room)

                -   Problem Formulation and Adequacy of Testable Hypotheses
                    Decision Making in the Presence of Uncertainty

12:00 p.m.           LUNCH

1:00 p.m.     Breakout Group Discussions (Continued)

2:30 p.m.     Breakout Group Reports
             (Plenary Session — Will meet in Ballroom)

4:00 p.m.     Summary and Next Steps — Dr.  Virginia Dale, Chair, SAB Ecological
             Processes and Effects Committee

4:30 p.m.     Adjourn Workshop
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   APPENDIX B - ECOLOGICAL RISK MANAGEMENT AND DECISION
   MAKING AT EPA

   Ecological Risk Management and Decision Making at EPA — Ms. Denise Keehner, Director,
   Standards and Health Protection Division, Office of Science and Technology, EPA Office of
   Water

      From her perspective as a manager in EPA's Office of Pesticide Programs and Office of
   Water, Ms. Keehner discussed how ecological risk assessment is used in risk management and
   decision making at EPA. She also discussed needed improvements in ecological risk assessment
   to support Agency decisions.

   Ecological Risk Assessment Approaches Used by EPA

   A study completed by the Agency in 1994 indicated that, although decisions in different EPA
   programs were driven by different statutory requirements, there were common ecological risk
   assessment approaches used across programs.

•  Acute mortality to fish and wildlife was the most frequent and widely used ecological effect of
   concern in EPA program decisions, although chronic  and subchronic effects were also used by
   some key programs.

•  Most EPA programs relied on laboratory test data and results to define ecological risk levels for
   decision making.

•  Agency programs generally focused on effects on animals rather than plants in making decisions.

•  With the exception of endangered species, the Agency was not focused on the protection of
   individual organisms. However, EPA had not established "bright lines" defining the magnitude
   of ecological effects considered to be significant.

   •   In its ecological risk assessments, EPA was generally not considering dynamic parameters
       (such as birth, death, and migration), interaction among species (such as predator/prey
       relationships), and interaction among animal and plant communities.

   •   In 1994,  most EPA programs were considering ecological risks in a fairly simplistic manner.
       Therefore, risk assessments did not provide risk managers information needed to make
       decisions in cases where economic effects  on society were expected to be large.

      Since 1994, there have been marked improvements in ecological risk assessment at EPA.
   Agency programs have been uniformly applying EPA's Guidelines for Ecological Risk
   Assessment. The Ecological Risk Assessment Guidelines stressed the importance of problem
   formulation in conducting risk assessments, and implementation of the Guidelines has resulted in
   early interaction and discussion among risk assessors and risk managers.  This interaction has
   increased the relevance of risk assessment results to risk management questions. Some EPA
   programs have invested significant resources and effort into developing probabilistic risk
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assessment methods.  These methods have provided information on the magnitude and extent of
effects of environmental stressors (such as changes in mortality and growth rates and fecundity).
As EPA has moved beyond simplistic ecological risk assessment, the results of risk assessments
have been more frequently used in the Agency's risk management decisions.

Remaining Challenges

   A number of challenges remain.  EPA should further develop ecological risk assessment
methods to answer the "real questions" of risk managers in a timely manner at a reasonable cost.
Risk managers need answers to questions such as:

•  What will happen to a local population of organisms if the predicted concentration of a
   chemical exceeds the LC50, LC10, or LC20 of a test organism?

•  What are the "trip points" across frequency and magnitude of exceedence of an LC50 value
   for a sensitive species where the local population will not recover and will disappear?

•  What will happen to a local stream community if there are no sensitive fish, or if fish are
   reduced in size and number? What problems are associated with reduced diversity?

•  What will happen to wildlife if there are no sensitive fish in a local stream community?

•  How sure can we be of effects?

Risk managers need to know enough about the biological, spatial, and temporal effects of
stressors to argue persuasively in the political arena for regulatory action that may be needed.
Risk managers need to know how confident scientists are in risk assessment conclusions and
what ecological improvements can be expected from various risk management options.

   As we look to the future, there are a number of actions that should be taken to enhance the
consideration of ecological risk in EPA decisions.

•  We need to continue using the Agency's Ecological Risk Assessment Guidelines and
   continue emphasizing the importance of early engagement of risk managers and  risk
   assessors in the problem formulation stage of risk assessment.

•  We need to continue investing in improving risk assessment methodologies that will provide
   better answers to the "so what" question (i.e., probability and magnitude of effects and
   spatial and temporal implications of effects)

•  We need to ensure that resources are available  to use methods that provide answers to the "so
   what" questions.

•  We need to ensure continued investment in data collection to support new methodology
   enhancements.
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•  We need to keep records of ecologically-based risk management decisions and encourage
   more sharing of information across EPA on an ongoing basis.  Mechanisms for such sharing
   of information do not exist.

•  We need to invest in methods to quantify the benefits of ecological protection and mitigation
   of ecological risk.  We are good at estimating economic effects but not as good at estimating
   the benefits of ecological improvements.

•  We need to improve the communication of ecological risk to risk managers and the public.

   In summary, risk managers need ecological risk assessments that more fully answer their
most important questions, quantify what is being lost ecologically, and address what can be done
to mitigate the loss.  Better communication to risk managers and the public of what the science is
telling us is also needed. It is hard to overestimate how much non scientists don't understand
about ecological risk

Slides of Ms. Keehner 's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk workshop summaryS appendix g.pdf
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APPENDIX C - ECOLOGICAL RISK ASSESSMENT - OVERVIEW OF
DEVELOPMENT AND APPLICATION OF THE SCIENCE

Ecological Risk Assessment - Overview of Development and Application of the Science -
Dr. Glenn Suter, Science Advisor, National Center for Environmental Assessment, EPA Office of
Research and Development

   Dr. Suter discussed the history of ecological risk assessment.  Assessments that were
conducted in the late 1960's to meet requirements of the National Environmental Policy Act
were largely descriptive and compliance oriented. In the 1970's and 1980's, hazard assessment
and tiered testing approaches were developed by EPA to compare exposure to pesticides and
toxic substances with organism responses. The Clean Water Act also provided a strong mandate
to EPA for protection of ecosystems. Although implementation of the Clean Water Act was not
risk oriented, EPA's Office of Water developed ambient water quality criteria, effluent toxicity
testing methods, bioassessment methods, and biocriteria.

Development of Ecological Risk Assessment Framework and Guidance

   In the 1980's, EPA's Synfuels Program funded development of the first ecological risk
assessment methods and methods manuals. Those methods and the first framework for
ecological risk assessment were developed by researchers at the Oak Ridge National Research
Laboratory. Since 1990 most of the ecological risk assessment activity associated with EPA has
been in support of the Superfund program. A number of ecological risk assessment methods and
guidance documents have been developed by the Superfund Program.  These have included: field
and laboratory methods, the Risk Assessment Guidance for Superfund (RAGS), various
Environmental Response Team guidance documents, and guidance on ecological risk assessment
for contaminated sites.

   In 1992, EPA published its Framework for Ecological Risk Assessment. This Framework
established an ecological risk assessment process that included: planning and problem
formulation, development of assessment endpoints, development of conceptual models, an
analysis plan, and inclusion of non-chemical stressors. EPA's Framework for Ecological Risk
Assessment has been adapted for use by other organizations.

   EPA's Guidelines for Ecological Risk Assessment1 were published in 1998.  In the
guidelines, EPA provided additional guidance for applying the Framework for Ecological Risk
Assessment. The Agency plans to continue developing a "bookshelf of specific ecological risk
assessment guidance documents.  One of these documents, guidance on generic assessment
endpoints, has been published.

Future Needs
1 U.S. EPA 1998. Guidelines for Ecological Risk Assessment. EPA/30/R-95/002F. U.S.
Environmental Protection Agency, Washington, D.C.
(http://cfpub. epa.gov/ncea/raf/recordisplay. cfm?deid=12460)
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   The following issues should be considered to make continued advances in the practice of
ecological risk assessment:

•  Probability and Uncertainty.  The first ecological risk assessment methods were probabilistic,
   but assessments performed by the Agency generally have not been probabilistic. However it
   is important to consider uncertainty and variability in risk assessment.  Tiered approaches
   and models have been developed for conducting probabilistic ecological risk assessment of
   pesticides. Ecological risk assessors are ahead of their human health risk assessment
   colleagues in the application of joint probability distributions to assess risk.

•  Levels of Biological Organization.  Regulated parties and many ecologists prefer that
   ecological risk assessments be conducted using higher levels of organization. However,
   EPA's ecological risk assessments generally use organismal attributes because they are easier
   to evaluate with currently available data and methods, methods that address organismal
   attributes are scientifically and legally defensible, they are understandable by decision-
   makers and the public, and they are protective. When organismal attributes have been used,
   EPA has been incorrectly criticized for "protecting individuals."

•  Ecological Epidemiology.  Ecological epidemiology provides tools for assessing ecological
   risks. Bioassessment guidance has been developed by EPA's Office of Water, Superfund
   assessments often include observed effects, and pesticide reregistrations include incident
   reports. Bioassessment can reveal effects of multiple agents and indirect effects, but effects
   may not be clearly revealed and determining causality is often difficult.

•  Weight-of-evidence.  Weight-of-evidence approaches enable ecologists to evaluate multiple
   types of evidence and multiple lines of evidence within a type.  Most risk assessment
   practitioners prefer to consider all available relevant evidence, but some consider the process
   of weighing evidence to be too subjective.

•  Cost-benefit Analysis. Ecological risk assessment is aimed at protecting specific ecological
   endpoints. These include representative species and ecosystems and sensitive species and
   ecosystems. Benefits accounting requires estimating all of the ecological effects that are
   welfare effects and surrogates or representatives are not acceptable. The SAB is providing
   advice on monetizing benefits, but advice is also needed on how to estimate benefits before
   they can be monetized.

•  Increasing the Influence of Ecological Concerns. In EPA's risk management decisions,
   human health concerns have often carried greater weight than ecological concerns.  To
   increase the influence of ecological concerns, it will be important to provide decision-makers
   with an understanding that human health and welfare are dependent upon ecosystem quality.

Slides of Dr. Suter 's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk  workshop  summaryS  appendix h.pdf
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APPENDIX D - EPA'S ECOLOGICAL RESEARCH STRATEGY AND
MULTI-YEAR PLAN

EPA's Ecological Research Strategy and Multi-Year Plan-Dr. Michael Slimak, Associate
Director for Ecology, National Center for Environmental Assessment, EPA Office of Research
and Development

   Dr.  Slimak provided an overview of EPA's Ecological Research Strategy and Multi-Year
Research Plan. He described EPA Office of Research and Development resources that are
focused on ecological research and the planning process used to target areas of research for
funding.

   There has been a longstanding relationship between risk managers and risk assessors. The
state of the practice of ecological risk assessment is good. It has evolved and is becoming more
sophisticated. EPA's Framework for Ecological  Risk Assessment has helped risk managers and
assessors understand the importance of problem formulation and the importance of evaluating
stressors like habitat loss and invasive species. There is, however, low public awareness of some
actions that EPA takes to manage ecological risks, such as not approving certain proposed uses
of pesticides.  These Agency decisions are improving the quality of ecosystems.

Office of Research and Development Multi-Year Ecological Research Plan

   EPA's Office of Research and Development (ORD) has developed a number of multi-year
research plans that are linked to the Agency's strategic goals. Both core research and problem
driven  research is conducted by ORD, and ecological research is a large component of the
overall ORD research program.  The current Ecological Research  Multi-Year Plan was written in
2003 and it is being revised to describe research that will be conducted in the 2006-2015 time
frame.  Revision of the research plan will be based on examination of the program by the Office
of Management and Budget, an  external program review held in March 2005, and the need to
focus research on ecological outcomes.

Long-term Goals

   Ecological research is being conducted in support of several long-term goals. The ecological
research program with a budget of $80 million and 300 full time equivalent positions is the
largest ORD research program.  The long-term program goals were developed to provide
assessment and management tools needed by  national, state, and local decision-makers.  Long-
term goal #1 states that national policy makers will have the tools  and technologies to develop
scientifically-defensible assessments of the state  of our nation's ecosystems and the effectiveness
of existing national programs and policies.  To support this goal, research is being conducted to
answer some important questions:

•   What statistically valid, scientifically defensible frameworks are needed to measure,  assess,
    and report on the status and trends of ecosystem condition at regional and national scales?
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•  What sensitive and reliable ecological indicators are needed to measure changes in ecosystem
   condition over broad regions of the country?

•  How can environmental monitoring help evaluate the effectiveness of national efforts to
   protect and improve the environment?

Long-term goal #2 states that states and tribes will apply improved tools and methods to protect
and restore their valued ecological resources. Ecological research is being conducted to answer
the following important questions associated with this goal.

•  How can states and tribes best assess the condition of their ecological resources?

•  What are the causes of degraded and undesirable conditions?

•  How will the condition of ecological resources and the causes of degraded conditions change
   in the future?

•  Which management practices are most successful for the protection and restoration of
   ecological resources?

Long-term goal #3 states that decision makers will use tools to make informed proactive
management decisions that consider a range of choices and alternative outcomes, including
effects on ecosystem services.  Ecological research is being conducted to answer the following
questions associated with this goal.

•  What set of ecosystem services are most important to resource managers?

•  What are the ranges of choices managers have to reduce the loss of ecosystems services?

•  What are the available approaches to restoring  ecosystem services?

•  What are appropriate spatial and temporal scales for restoring ecosystem services?

   ORD's ecological research program has resulted in numerous publications in the peer
reviewed literature and has involved collaborators in a number of different universities and
federal agencies.  Planned new areas of ecological  research include the development of
forecasting tools for population, community, and ecosystem assessment, ecological forensics,
research on large river basins (historically ecological research has been at a smaller scale and has
overlooked large basins), ecological services research to identify benefits provided by
ecosystems,  and global earth observation system research to take advantage of ground and
ocean-based observing systems as well as satellites.

Slides of Dr. Slimak's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk  workshop summaryS appendix  i.pdf
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APPENDIX E - STRENGTHS OF THE ECOLOGICAL RISK
ASSESSMENT PROCESS FOR USE IN DECISION MAKING

Strengths of the Ecological Risk Assessment Process for Use in Decision Making - Dr.
Lawrence Barnthouse, President and Principal Scientist, LWB Environmental Service

   Dr. Barnthouse discussed the strengths of ecological risk assessment for use in decision
making. Methods and processes for conducting ecological risk assessments have been developed
in recent time. In 1981 the term ecological risk assessment had not yet been invented and the
process was non-existent. Assessments were performed independently by different organizations
using different principles and methods.  Little communication occurred among those
organizations, and there were no opportunities to compare methods, identify common
approaches, and advance the state of the science. Risk management judgments were often
hidden within assessment procedures.

Unified Conceptual Approach to Ecological Risk Assessment

   The pioneers of ecological risk assessment developed a unified conceptual approach to
environmental assessment and facilitated the cooperation  and collaboration between assessment
related disciplines.  They also increased the transparency of risk assessments to users (the
decision makers), provided standardized tools and techniques and generally dispelled the
common perception that "ecological risk assessment was impossible." Presently, ecological risk
assessment is being applied to all levels of decision making. EPA's Ecological Risk Assessment
Framework and Guidelines have been in place for nearly a decade. Numerous EPA program-
specific and problem-specific ecological risk assessment documents have been developed and
are being applied across the Agency. The Ecological Risk Assessment Framework and
Guidelines is also being widely  imitated outside of the U.S.

Case Examples Illustrate Strengths of Ecological Risk Assessment

   The key to success in the practice of ecological risk assessment has been recognition of the
importance of ecological risk assessment as a process, not a technique.  Three case studies
illustrate the application of a common ecological risk assessment framework to diverse
regulatory assessments.

•  A baseline ecological risk assessment of the Clinch River provided a site-specific assessment
   of remediation requirements at a Superfund site. In the Clinch River baseline ecological risk
   assessment, the fish community was the assessment endpoint. Exposure to measured
   chemical concentrations in water was determined.  Literature-derived toxicity data, site-
   specific toxicity tests, and local and regional fish community composition were used to
   measure ecological effects, and risk characterization was based on multiple lines of evidence.

•  EPA's special review of the herbicide, atrazine provided a regional/continental assessment of
   the need for risk reduction.  In the special review of atrazine, the aquatic community was the
   assessment endpoint. Atrazine exposure was measured and modeled, and literature-derived
   toxicity data for various aquatic taxa were used to measures of effects. A probabilistic
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   approach was used to characterize the risk or exceeding an effects threshold for 10% of
   aquatic taxa.

•  Validation of the European Union pharmaceutical ecological risk assessment procedure
   provided an evaluation of the standardized hazard classification process.  In this ecological
   risk assessment, the assessment endpoint was aquatic ecosystem function. Measured and
   modeled concentrations of chemical concentrations in water were used to determine
   exposure, and a hazard quotient approach was used for risk characterization.

   These three case studies demonstrate use of a consistent approach for application of diverse
types of data in ecological risk assessments to be used in decision making. Field and laboratory
data were used in the Clinch River baseline ecological risk assessment, and a species sensitivity
distribution approach was used in the atrazine and pharmaceutical ecological risk assessments.
The case studies also demonstrate effective transfer of assessment methods between risk
assessments. A triad approach was used in the Clinch River baseline ecological risk assessment,
and the species sensitivity approach was used in the atrazine and pharmaceutical ecological risk
assessments. In all of these case examples, a consistent format was used for reporting risks and
uncertainties.

   Nonregulatory risk assessments for decision making can be effectively conducted using a
relative risk model.  In this model, assessment endpoints may be diverse, as defined by
stakeholders. Quantitative and qualitative information may be used to determine the sources of
stressors affecting assessment endpoints. Quantitative and qualitative information on the effects
of stressors may be used to determine effects, and risk characterization may be based on
multiplication of ranked exposure and effects indices. The Cherry Point Pacific Herring
ecological risk assessment exemplifies this approach. In this case assessment, endpoints were
defined with stakeholder input.  The abundance of the spawning run was the assessment
endpoint.  A conceptual model was used to clearly relate exposures to effects. Risk
characterization was completed using an integrative model, and the results were linked to
management objectives, in this case management of the Cherry Point Aquatic Preserve.

   The strengths of ecological risk assessment exemplified in the case  studies discussed are
that it:

•  Provides a systematic approach to organizing scientific information to support environmental
   decision making;

•  Provides a source of analytical tools applicable to a wide array of environmental problems;

•  Provides a stimulus for the development of better tools to  improve  future environmental
   decisions.

   In order to effectively take advantage of these strengths, risk assessors should ensure that
assessments address management needs. The  distinction between management and science must
be maintained.  In addition, the best available relevant science should be used, the process should
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be transparent, and methods and results should be comprehensible to decision makers and
stakeholders.

Slides of Dr. Barnthouse 's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk^workshopsummary 5 appendixJ.pdf
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APPENDIX F - LIMITATIONS OF THE ECOLOGICAL RISK
ASSESSMENT PROCESS FOR USE IN DECISION MAKING

Limitations of the Ecological Risk Assessment Process for Use in Decision Making - Dr.
Lawrence Kapustka, Senior Ecotoxicologist, Golder Associates, Ltd.

   Dr. Kapustka identified a number of important limitations of ecological risk assessment as it
is applied in decision making. The use of ecological risk assessment in decision making is
limited by the difficulty of assigning value to ecological resources.  Ecological resources are
assigned values differently by different humans based on cultural, ethnic, class, age, and gender
differences.  In addition, the emergent properties of ecological systems should be considered if
one is to manage populations, communities, and ecosystem functions. However, problems are
encountered in managing ecological systems because they cannot be restored, they can only be
emulated, change in ecological systems is inevitable, and predictions of future conditions are
tenuous at best.

Inherent and Contrived Limitations of Ecological Risk Assessment

   Ecological risk assessment is also limited by uncertainties associated with

•  The stochastic nature of ecological systems. Due to the stochastic nature of ecological
   systems, uncertainty is certain. Risk statements can therefore be easily interpreted as lacking
   understanding.

•  Consideration of space and time scales that may be  unrealistic.  Space and time scales should
   be considered in ecological risk assessment. However, it can be difficult to choose
   assessment endpoints that reflect realistic scales of time and space.

•  Difficulties in establishing ecological baselines. Establishing ecological baselines can be
   difficult because ecological processes occur over decades or even centuries. Short-term
   trajectories may provide a false indication of a long-term trend.  Fortuitous change that
   coincides with a hypothesis can also be misleading.

•  Toxicological profiles. Variation in toxicity profiles for different taxa can make it difficult to
   predict toxicity.  At higher taxonomic levels, toxicity profiles are less accurate.

•  Exposure conditions.  It can be difficult to predict exposure because of variations caused by
   dietary preferences, dietary availability, metabolic (caloric) demand, incidental ingestion of
   soil  and sediment, bioavailable fraction of contaminants, and behavioral  dynamics (such as
   seasonal patterns and eco-regional patterns).

•  The effects of multiple stressors. The effects of multiple stressors introduce uncertainty in to
   the ecological risk assessment process because: no organism resides at the optimum position
   for all of its niche parameters, acclimation and adaptation are mechanisms that can cause
   organisms and populations to adjust to changing environments, and the cumulative effects of
   multiple stressors can confound predictive capacity  regarding particular stressor effects.
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•  Complex stressors.  Complex stressors can have different effects under different conditions.
   Examples include the effects of essential nutrients, acclimation regimes, co-occurrence of
   stressors, and sequences of exposure.

   Contrived limitations or obstacles to the use of ecological risk assessment in decision making
processes have also been created.  These contrived limitations include:

•  Legal/regulatory limitations. Practices specified by law and established regulations may
   have unintended consequences. Potential liability can promote avoidance of risk assessment
   and prescriptive measures can  stifle innovation or provide justification for minimalistic
   approaches.

•  Policy and precedent. Policy and precedent may establish the use of inappropriate endpoints
   or risk characterization approaches.

•  Ecotheocracy.  Ecotheocracy derived from Clementsian views of grand design, the goodness
   of nature, and the evil of humans may lead to the use of measurement endpoints such as
   ecosystem health, integrity, stability, the balance of nature, recovery, and restoration that are
   not defensible for science-based assessment.

•  Use of point estimates. The validity of point estimates such as No Observed Adverse Effects
   Concentration (NOAEC), Lowest Observed Adverse Effects Concentration (LOAEC), and
   Maximum Allowable Toxic Concentration (MATC) has been widely refuted over the past 20
   years. An alternative is to use all of the available data in non-linear regression models to
   derive an effects concentration thereby avoiding serious deficiencies of the NOAEC
   approach.

•  Data quality. Data obtained from the peer reviewed literature can be unusable in an
   ecological risk assessment because of poor study design and poor reporting standards. The
   taxonomic diversity of terrestrial toxicity test species is highly restrictive and the costs of
   toxicity testing make it unlikely that more species will be added. Risk assessors currently
   have a limited ability to place species accurately along a species sensitivity gradient relative
   to test species.  Too much data are  reported as point estimates, and conflicts stemming from
   animal rights concerns effectively preclude gathering new data.

•  Perceived value/cost. Ecological risk assessments are sometimes viewed as "make work"
   efforts completed to "check a box." The connection of such risk assessments to management
   decisions is often obscure or lacking. Such risk assessments are not seen as identifying key
   problems that could be addressed through meaningful management strategies, and commonly
   there is a failure to match the level  of effort of a risk assessment to the magnitude of the
   problems being investigated.

•  Trustworthiness.  Some of the  major stakeholders are sometimes excluded from the
   ecological risk assessment process. In such cases there can be a perception that decisions are
   made in advance of an ecological risk assessment. Then there is the perception that data are
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    manipulated to justify decisions. Finally, there is little focus on follow-up measurements to
    monitor, calibrate, and corroborate the risk assessment, which strains the relationship among
    stakeholders.

Actions to Improve the Process of Ecological Risk Assessment

   Actions can be taken in the near term (less  than three years) and the long-term (more than
three years) to improve the process of ecological risk assessment for use in decision making. In
the near term, policies and practices should be aligned with the state-of-the-science.

•   Effects concentrations (ECX) should be used for screening and complete response profiles
    could be used for higher tiered assessments.

•   The use of hazard quotients should be restricted to screening level assessments, and effects
    response relationships should be used for higher tiered assessments.

•   Contemporary ecological theory and practices should be adopted in defining assessment
    endpoints, conducting analysis steps, interpreting consequences, and proposing risk
    mitigation/reduction actions.

•   Focused follow-up monitoring, calibration, and corroboration activities should be undertaken
    to evaluate risk predictions.

•   Integration of ecological risk assessment into the environmental management decision
    process should be promoted.

•   Long range research programs should be initiated. In the long term it will be important to fill
    data gaps to improve the process of ecological risk assessment.

•   Additional toxicity data are needed to improve species sensitivity analyses.

•   The scope of ecological risk assessments should be expanded to explicitly include biological
    and physical stressors and put chemical stressors in an ecological context.

•   Ecological risk assessments should explicitly focus on functional ecological processes at
    population and community levels.

•   Necessary regulations and policies should  be configured to require landscape-level
    assessments that approach meaningful ecological scales. To conduct such assessments,
    effects should be aggregated at eco-regional  levels, and risk predictions should be evaluated
    with analyses contained in state of the environment reports.

    Slides of Dr. Kapustka 's presentation are available at:
    http://www.epa.sov/sab/pdf/ecorisk workshop summaryS  appendix k.pdf
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APPENDIX G - ECOLOGICAL RISK ASSESSMENT FOR
REGULATION UNDER THE FEDERAL INSECTICIDE, FUNGICIDE,
AND RODENTICIDE ACT

Application of Ecological Risk Assessment in Product Health and Safety Decision Making -
Ecological Risk Assessment for Regulation Under the Federal Insecticide and Pesticide Act
-Dr.  Steven Bradbury, Director, Environmental Fate and Effects Division, EPA Office of
Pesticide Programs

   Dr. Bradbury provided an overview of ecological risk assessment conducted by the U.S. EPA
Office of Pesticide Programs to support pesticide regulation under the Federal Insecticide,
Fungicide, and rodenticide Act (FIFRA).  Under FIFRA, the Agency may approve a pesticide if
its use will not "cause unreasonable adverse effects on the environment." The Agency evaluates
ecological risks to wildlife, aquatic life, and their habitat. The statute requires US EPA to weigh
risks against benefits  from the use of a pesticide. In addition, US EPA regulatory actions should
be in compliance with the Endangered Species Act.  The Program makes over 5,000 regulatory
decisions annually for biopesticides, agricultural chemicals, and antimicrobial products. These
decisions concern requested registrations for new active ingredients, new uses of existing
pesticides, re-registrations for existing products, emergency exemptions, and experimental use
permits.

   Currently there are approximately 1,100 active ingredients and 19,000 pesticide products on
the market. Consequently, there are many potential adverse outcomes over space, time, and
levels of biological organization that should be addressed in the context of finite resources and
specified, statutory timeframes. To meet its mission, the Program should determine  sufficient,
credible amounts of data needed for assessment and management decisions, as specified by
specific statutes, and  analyze these data in a scientifically sound, transparent, and timely manner.

   The Program uses the Agency's Ecological Risk Assessment Guidelines to assess potential
risks of pesticides,  as summarized at:  http://www.epa.gov/espp/consultation/ecorisk-
overview.pdf and http://www.epa.gov/oppefedl/ecorisk/index.htm

   While substantial advances in the field of ecological risk assessment have been achieved, the
following significant  challenges remain: 1) quantifying exposures and effects at appropriate
biological scales in a  spatially, temporally-explicit manner to facilitate evaluations that inform
risk management decisions relevant to public policy and economic considerations and 2)
assessing environmental  conditions and identifying causes of impairment to quantify outcomes
of risk management actions and effectively focus future environmental protection activities.

Quantifying Exposures and Effects in an Explicit Manner

   A stepwise or tiered approach to risk assessment is intended to incorporate the most efficient
use of resources by facilitating credible decisions at the earliest possible stage, while at the same
time maintaining ample margins of safety so that protection of the environment is ensured.  The
tiered approach allows scientific expertise; test laboratory capabilities; test organisms; time
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needed to conduct, interpret, and report tests; and costs to be allocated to the issues of greatest
concern. The challenge is to advance the scientific means to refine and characterize ecological
risk projections at appropriate biological, spatial, and temporal scales that are responsive to the
scales associated with corresponding social and economic considerations in the overall risk
management decision.

   The challenge to provide increasingly explicit information to support risk management
decisions can be simply expressed as the extent to which useful answers to the "So what?"
questions can be provided.  For example, what can happen to a population offish if the predicted
environmental concentration exceeds an LC50 derived from an  acute toxicity test? What are the
potential consequences to a fish population if X% of the fish has Y level of reproductive
impairment at a given exposure level? How long can it take for the population offish to be
affected? Will these population effects happen in certain  places? Which places?  Some places
more than others?

   A number of international organizations are pursuing the means to answer the "So what?"
question on several fronts. For example, the US EPA Office of Pesticide Program's on-going
efforts are focused on the development of probabilistic techniques to estimate the risk of
pesticide exposures to aquatic life and wildlife (see
http://www.epa.gov/oppefedl/ecorisk/index.htm ). Immediate efforts are designed to move risk
estimates of effects at the individual-level beyond single-point deterministic assessment
approaches that relate an  estimated environmental concentration to a specific adverse effect (e.g.,
an LC50 or NOAEL). Probabilistic techniques help in answering the "So what?" questions by
estimating the magnitude and extent of mortality rates, growth rates, fecundity, and other effects
for varying exposure scenarios. This approach to characterizing risks more fully employs
available information (e.g., dose-response data when available)  and provides risk managers with
a more complete understanding of the potential effects associated with a chemical stressor.

   When deterministic or probabilistic techniques are used to characterize risks of mortality  or
reproductive fitness at the individual level, additional and significant "so what?" questions
remain.  For example, "To what degree do changes in survival  or reproductive performance
translate to changes in populations and communities?" and "To what degree are these mortality
or reproductive effects, and for that matter, population and community effects, expected to be
significant at the field, watershed, or regional  scale?"

   Regulatory decision making for environmental effects may require information at biological,
temporal, and spatial scales that is typically not addressed with current techniques. For example,
environmental management evaluations, especially those that are required to evaluate the costs
and benefits of a decision, operate at spatial scales that can encompass eco-regions, watersheds,
or the habitat range of a species.  Clearly, environmental  management decisions concerning
potential chemical  effects require the means to provide spatially-explicit estimates of chemical
exposure, population responses, and potential risk to aquatic life and wildlife.

   Aquatic life and wildlife populations, and the associated community structure and  function
that provide habitat for forage and reproduction, are potentially  affected by many stressors
related to human activity, including habitat alteration, introduced species, and chemical use,
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among others. The magnitude and extent of population responses and the sustainability of a
population to changes in the landscape is a function of the interactive and cumulative effects of
the associated stressors. Populations and stressors are distributed in a heterogeneous manner
within the landscape.  Understanding relationships between spatial and temporal patterns of
stressor exposures and the spatial and temporal distribution of populations is a major facet to
estimating or interpreting the severity of population responses.

   Developing spatially-explicit population estimates requires techniques for generating
quantitative chemical exposure-response relationships and habitat-response relationships at the
individual level. The development of such capabilities should be tailored to address applications
that range from general, broad screening-level assessments to realistic and situation-specific
applications. Associated with these developments is the need to improve approaches for
extrapolating toxicological data across species. Models appropriate for these applications should
be established to generate  outputs describing population growth rates or other appropriate
population-level endpoints as a function of stressor relationships to fecundity, life-stage specific
survival, and related demographic rates. Finally, if these relationships can be projected in the
context of generic/representative or actual spatial and temporal characterizations of stressors and
populations in a landscape, it may be possible to assess effects from chemical exposure in the
context of habitat modification.

   Creating the means to answer these "So what?" questions through GIS will be contingent on
the development of interactive information management systems that link databases for species-
specific toxicity, demographics, life history, and habitat quality requirements. These knowledge
bases, linked to models that can estimate missing values from existing information, may provide
the means for projecting population responses for specified species in defined locations. This
conceptual approach can be broadly applied to a wide range of risk assessment applications. For
applications with limited toxicological data (measured or predicted) and generic representations
of appropriate landscape scenarios, bounding conditions and assumptions can be explored in
problem formulation and simple, but insightful, "What if?" analyses can be employed to help
characterize and communicate potential risks. In cases where the species' toxicological,
population demography, and associated landscape information are  increasingly resolved and rich,
more explicit risk assessments are possible. Obviously, all risk assessments will have limited or
missing data in one or more facets of an analysis. Use of this modeling construct may provide
the means to evaluate uncertainties related to missing information and determine the extent to
which generation of additional, specific data can make a material difference in the risk estimate.

Assessing Ecological Condition and Identifying Causes of Impairment

   Two different perspectives influence the regulatory pressure for advancing eco-epidemiology
and diagnostics. The first  perspective concerns the need to track and document the
environmental outcomes of regulatory decision making to evaluate whether or not environmental
management has improved or maintained ecological condition.  The second perspective concerns
the need to identify likely  causative agents within impaired ecosystems. Proper diagnosis of the
chemical and/or non-chemical  stressors responsible for impairment is essential to forming a cost-
effective and efficient approach to risk mitigation.
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   Advancement of eco-epidemiology and diagnostic methods addresses a wide range of
management questions:  How has the reduction of non-point source loading of a pesticide in a
watershed changed the status of the fish community? Has the introduction of a new class of
lower risk pesticides maintained or improved the condition of bird populations in the associated
agro-ecosystems? Has reduction in the use of persistent bioaccumulative pesticides resulted in
lower wildlife body burdens and improved fitness?  The ability to answer these questions in a
systematic fashion will help risk assessors inform decision makers if previous regulatory actions
need refinement and will help inform priority-setting for future efforts.

  The ability to assess the current condition of the environment and to monitor change in
condition over time is needed to quantify environmental outcomes derived through regulatory
decisions. Development of probability-based survey designs are needed to assess ecological
condition at local, state or province, regional, national and continental scales in such a way that
data can be aggregated in a cost-effective manner (see http://www.epa.gov/emap).  Through the
use of comprehensive and comparable methods, these designs also provide the means to compare
ecosystem conditions across common spatial scales of regulatory interest  The combination of
sound survey designs with the use of ecological and exposure indicators, developed through
rigorous evaluation criteria, provide the means to evaluate trends in environmental condition
with stressors most likely associated with impaired condition.  Establishing unbiased estimates
of environmental trends  in a scientifically- and statistically-credible manner provides the means
to associate ecological condition with land-use activities and stressors so as to identify those
regulatory actions that are meeting performance goals and to establish priorities for future risk
management activities.  Developing sound methods to establish baseline environmental
conditions and trends is  a universal need that transcends ecosystem types, classes of stressors,
and regulatory programs.

   While techniques to assess ecological condition and to identify impaired ecosystems are
advancing, the need to establish diagnostic capabilities to determine cause-effect relationships
within impaired systems remains a significant challenge. A diagnostic evaluation should provide
a definition of the primary causes of impairment (chemical or non-chemical) and an
apportionment of adverse effects across multiple stressors and their potential interactions.  The
development of diagnostic techniques is critical for refining leading causes of impairment in
specific ecosystems or classes of similar ecosystems, for determining the extent to which existing
remediation programs are effective, and for identifying situations where further refinements in
risk management activities are required.

   In the context of chemical  stressors, research to date has established numerous indicators at
the molecular, biochemical, and organismal level that can establish whether exposure has or is
occurring to specific chemicals or classes of chemicals. What continues to be a major gap in the
science is the lack of effect indicators that establish the extent to which adverse outcomes are
occurring or are likely to occur in the future.

Slides of Dr. Bradbury's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk workshop  summaryS appendix  l.pdf
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APPENDIX H - APPLICATION OF ECOLOGICAL RISK ASSESSMENT
IN MANAGEMENT OF CONTAMINATED SITES - CASE EXAMPLE,
ECOLOGICAL RISK ASSESSMENT OF THE CLARK
FORK RIVER SUPERFUND SITE

Application of Ecological Risk Assessment in Management of Contaminated Sites - Case
Example, Ecological Risk Assessment of the Clark Fork River Superfund Site   Dr. John
War dell, Director, Montana Office, U.S. EPA Region 8

   Dr. Wardell discussed the ecological risk assessment conducted in support of risk
management decisions at the Clark Fork River Superfund site in Montana. At this site, fluvial
deposition of mine wastes over a period of 100 years had resulted in contaminated media (soils,
river bank, and surface water). Challenges in conducting the risk assessment at this site were to
identify the risks, evaluate remedies and communicate the benefits of the remedies to ranch
owners along the river.

Problem Formulation

   A number of assessment endpoints were selected for evaluation in the problem formulation
phase of the risk assessment.  Site  specific toxicity studies provided data to evaluate assessment
endpoints for terrestrial receptors.  These endpoints included:

•   Survival, growth, diversity and abundance of the riparian vegetation community under
    chronic exposure to contaminants and other chemical and physical stressors in the 100 year
    flood plain habitats of the Clark Fork River.

•   Survival, growth, and reproduction of wildlife populations under chronic exposure to
    contaminants and other chemical and physical stressors in the 100 year flood plain habitats of
    the Clark Fork River.

   Site specific toxicity studies also provided data to evaluate assessment endpoints for aquatic
receptors. A species of special concern in the Clark Fork River was the endangered Bull Trout.
Endpoints for aquatic receptors included

•   Survival offish, aquatic invertebrates, and algal populations under acute exposure to
    contaminants of concern and other chemical and physical stressors in the Clark Fork River.

•   Survival, growth, and reproduction offish,  aquatic invertebrates, and algal populations under
    chronic exposure to contaminants of concern and other chemical and physical stressors in the
    Clark Fork River.

•   Survival, growth, and reproduction of Bull  Trout under acute and chronic exposure to
    contaminants of concern and other chemical and physical stressors in the Clark Fork River.
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   During problem formulation, a site conceptual model for ecological exposures was developed
for the Clark Fork River Operable Unit.  The conceptual model identified the primary source of
contaminants (historic disposal of mine waste to surface soils, streams, and rivers) and described
exposure pathways from contaminated media (soils, overbank deposits, surface water, and river
sediments) through the food chain to ecological receptors. A weight-of-evidence approach was
developed to characterize risk. Weight-of-evidence conclusions concerning risk were developed
by evaluating exposure pathways and toxicity reference values, field and laboratory site specific
toxicity studies, and field observations of taxa richness and abundance.

Exposure and Risk Characterization

   Exposure point concentrations and  risks were characterized separately for the aquatic
community as a whole, fish, macroinvertebrates, algae, terrestrial plants, terrestrial vertebrates
and soil organisms. Exposure pathways were identified and hazard quotients were predicted.
Site specific toxicity testing was conducted using water effect ratio tests with rainbow trout,
ceriodaphnia, and fat head minnows. In addition, site-specific receptor population and
demographic data were collected.  The weight-of-evidence analysis indicated that

•  Copper is imposing an intermittent low-level chronic stress to the aquatic community.
   Observed effects on fish populations are most likely the result of acute pulses of high
   concentrations of high concentrations of copper. Metals are likely to be altering the
   composition of the macroinvertebrate community but not the overall abundance.  Dissolved
   metals are causing low to minimal stress to algae.

•  The weight-of-evidence is strong that mine tailings materials present in the root zone of
   riparian area soils are significantly phytotoxic to terrestrial plants.

•  Dietary exposure to contaminants is likely to pose risks to small terrestrial vertebrate
   insectivores and herbivores. However there are little site-specific data available, and hence
   these receptors had the greatest amount of uncertainty.

Alternatives Considered

   The common theme developed in the risk characterization process was that mine waste
presents stress to the aquatic environment and, to a lesser extent, to the terrestrial environment.
To address the problem of mine waste and contaminated soils in the floodplain and river banks,
the following alternatives were considered

•  No further action.

•  In-place reclamation of exposed tailings.

•  In-place reclamation of exposed tailings and other impacted soils and vegetation areas.

•  In-place reclamation of exposed tailings and other impacted soils and vegetation areas with
   stream bank stabilization.
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•  Removal of exposed tailings and other impacted soils and vegetation with stream bank
   stabilization.

•  Total removal unless overlain by woody vegetation.

•  Total removal of all exposed and buried tailings areas (i.e., essentially a complete recovery)

•  Construction of the entire floodplain of the Clark Fork River.

The anticipated outcomes of the alternatives were evaluated. None of the alternatives
considered, if individually implemented, would completely achieve all of the remedial action
objectives. For example, the State of Montana's water quality  standard for copper would not be
met because of continued copper loading from tributary, upstream, and residual contamination
sources left onsite.  A remedy was developed to balance long-term and short-term effectiveness
and permanence, reduction of mobility, toxicity, and volume of wastes as well as concerns with
implementation.

Proposed Remedy

The proposed remedy calls for:

•  Removal of most "slickens" (fine textured mining wastes that are detrimental to plant
   growth) where uncertainty is greater regarding the effectiveness of in-situ treatment. It was
   most cost effective to dig up these wastes from which potentially large-scale releases of toxic
   materials could occur into the river. The ecological risk assessment identified this type of
   contamination problem as an acute risk to aquatic life.

•  In-situ treatment where success of this technique was deemed likely to decrease the mobility
   of wastes.  The ecological risk assessment identified this type of contamination problem as a
   chronic risk to aquatic  life.

•  Stream bank stabilization where appropriate to minimize erosion of contaminated materials
   into the river to reduce episodic large-scale releases of toxic materials that the ecological risk
   assessment identified as a chronic risk to aquatic life.

•  Revegetation of slickens, other areas as appropriate,  and stream banks was needed to address
   terrestrial risks identified in the ecological risk assessment.

   It was determined that  this set of remedies could be completed in a reasonable period of time
   (approximately 10 years) at a reasonable cost (approximately $100 million) and at a
   reasonable impact to current use of land by ranchers and farmers on whose property the
   remedy would be carried out.

   Slides of Dr. War dell's presentation are available at:
   http://www.epa.gov/sab/pdf/ecorisk workshop summaryS  appendix m.pdf
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APPENDIX I - APPLICATION OF ECOLOGICAL RISK ASSESSMENT IN
NATURAL RESOURCES PROTECTION - ASSESSING THE EFFECTS
OF SELENIUM ON AQUATIC LIFE

Application of Ecological Risk Assessment in Natural Resources Protection -
Assessing the Effects of Selenium on Aquatic Life - Dr. Edward Ohanian, Director, Health
and Ecological Criteria Division, Office of Science and Technology, EPA Office of Water

   Dr. Ohanian discussed EPA's development of a proposed water quality criterion for selenium.
In 2004, EPA proposed a draft criterion for selenium that has been expressed as a fish tissue
concentration. The Agency is now addressing comments received on the criterion and will
determine whether additional studies should be conducted. Section 304(a) of the Clean Water
Act requires EPA to develop and publish, and from time to time to revise, criteria for water
quality accurately reflecting the latest scientific knowledge. Within the context of their Clean
Water Act application, EPA should be able to defend its criteria as being sufficiently protective
but not unnecessarily stringent relative to what is needed for achieving aquatic life use goals.

   Within the risk assessment paradigm, the derivation of criteria is an effects assessment.
Exposure assessment comes into play during  criteria implementation, when  determining whether
criteria are being attained at a site.

   Since 1980, EPA has preferred to derive its criteria concentrations following agreed upon
methodologies.  The methodology for deriving aquatic life criteria was published in 1985.  This
methodology calls for compiling toxicity data for a diverse set of taxa, constructing a Species
Sensitivity Distribution with the toxicity values, and interpolating or extrapolating to the water
concentration needed to protect 95% of taxa.  This methodology is still in use, although efforts to
revise it are currently underway.

   The 1985 methodology is not particularly well suited to deriving aquatic  life criteria for
bioaccumulative pollutants. It was designed for pollutants where aquatic life are exposed
predominantly via water. That is, in ordinary chronic toxicity tests, the organisms are placed in
contaminated water, but are fed an uncontaminated diet.

   On the other hand, because algae and aquatic plants bioconcentrate selenium, aquatic animals
in the real world are exposed to selenium primarily through their diet.  Nevertheless, in contrast
to the mercury, selenium is not biomagnified  in the upper trophic levels.

   As a consequence of this bioaccumulative behavior, when aquatic organisms consume food
grown in the contaminated water, effects are seen at far lower concentrations than when fed an
uncontaminated diet in ordinary toxicity tests. Because of this phenomenon, in 1987 when EPA
published its current chronic criterion, 5 |ig/L, EPA did not use such toxicity test data but rather
relied on field data collected at Belews Lake,  North Carolina, comparing sunfish health with the
water concentration of selenium in different parts of the lake.
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   EPA is currently in an extended process of revising the 1987 selenium criterion to reflect the
considerable amount of additional toxicity data that has since become available. EPA has
examined the new information and prepared a draft revised criterion.  After considering the
potential for a selenium criterion expressed as a water, sediment, or tissue concentration, EPA
has derived the draft criterion as a fish tissue criterion. This has allowed use of numerous
laboratory, field, and mesocosm studies where tissue concentrations were measured.  This step
also removes site-to-site variations in food chain bioaccumulation from the numeric value of the
criterion.

   When the adult life stage of sensitive fish species are exposed to excessive levels of selenium,
the sensitive endpoints are manifested in the early life stages of the offspring, not in the adults
themselves.  For this reason, a tissue criterion can be applied with the expectation that adult fish
will be available for sampling even at sites where effects are occurring.

   Nevertheless, unlike water, fish tissue is not an exposure medium shared by numerous
species. When compared across the various species that may reside at a site, the same tissue
concentration may have different significance not only because of species differences in their
tolerance of elevated tissue levels, but also because of species differences in their propensity to
bioaccumulate selenium.

   As part of its ongoing efforts to revise the general methodology for deriving aquatic life
criteria, EPA is in the process of addressing the issues involved in developing and applying
tissue criteria for bioaccumulative pollutants.

Slides of Dr. Ohanian 's presentation are available at:
http://www.epa.gov/sab/pdf/ecorisk workshop summaryS  appendix n.pdf
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APPENDIX J - BIOSKETCHES OF INVITED SPEAKERS AND
PANELISTS

Speakers

Dr. Lawrence Barnthouse is the President and Principal Scientist of LWB Environmental
Services, Inc. Before he became a consultant, he was a research staff member and Group Leader
in the Environmental Sciences Division at Oak Ridge National Laboratory. In 1981 he became
co-principal investigator (with Glenn Suter) on EPA's first research project on ecological risk
assessment.  Since that time, he has been active in the development and application of ecological
risk assessment methods for EPA, other federal agencies, state agencies, and private industry.
He has chaired workshops on ecological risk assessment for the National Academy of Sciences
and the Society of Environmental Toxicology and Chemistry, and served on the peer review
panels for the Framework for Ecological Risk Assessment and the Guidelines for Ecological
Risk Assessment.  He continues to support the development of improved methods for ecological
risk assessment as the Hazard/Risk Assessment Editor of Environmental Toxicology and
Chemistry and a Founding Editorial Board Member of Integrated Environmental Assessment and
Management.

Dr. Steven Bradbury is Director, Environmental Fate and Effects Division, Office of Pesticide
Programs, U.S. EPA. The Division's ecological risk assessments and drinking water exposure
characterizations support risk management policies and decisions concerning the registration and
re-registration of pesticides.   Efforts are integrated with  other USEPA Offices and Regions, as
well as other Federal and international agencies, and stakeholder organizations. Before assuming
his current position Dr. Bradbury led and managed EPA  Office of Research and Development
(ORD) laboratory facilities in Duluth, MN and Grosse Isle, MI. This Division's  programs
advanced ecological monitoring and assessment designs  and indicators for the Great Lakes and
Great Rivers; understanding of the effects of stressors on freshwater ecosystems, aquatic like and
wildlife to support ecological risk assessment methods; and computational toxicology
approaches to assess industrial chemicals and pesticides. Dr. Bradbury also led, managed and
undertook research on effects of industrial chemicals and pesticides on aquatic life and wildlife
to support risk assessment methods for TSCA, FIFRA, CERCLA and RCRA.  He is a  member of
EPA risk assessment forum and contributor to EPA's Ecological Risk Assessment Guidelines.
He is also holds an adjunct appointment in the toxicology degree program in the graduate school
of the University of Minnesota.  Dr. Bradbury holds a Ph.D. in Toxicology and Entomology
(Insecticide Toxicology) Iowa State University, an M.S.  in Entomology (Insecticide Toxicology)
Iowa State University, and a B.S. in Molecular Biology, University of Wisconsin-Madison.  He
has published over 75 peer-reviewed journal articles and book chapters.

Dr. Lawrence A.  Kapustka joined Golder Associates in July 2005 as a Senior Ecotoxicologist.
He is focusing on the use of spatially-explicit risk assessments, integrating environmental
assessment practices with environmental management decision processes, and advancing the
emerging methods in the field of ecological valuation.  In the previous 15 years, at ecological
planning and toxicology, inc., Corvallis, Oregon he worked in the areas of ecological risk
assessments, plant ecotoxicology, and other aspects of ecological applications. Dr. Kapustka
received his Ph.D. in Botany from the University of Oklahoma, Norman in 1975. He received
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his M.S. (1972) and B.S. Ed. (1970) from the University of Nebraska-Lincoln. Before entering
the private sector, Dr. Kapustka was a Research Ecologist and Team Leader of the Plant
Toxicology and Hazardous Waste Teams with the US EPA, Environmental Research Laboratory,
Corvallis, OR (1988-1990). Dr. Kapustka was on the faculty in the Botany Department, Miami
University, Oxford, OH from 1978-1988 where he was tenured and held the rank of Professor.
From 1975-1978 he was on the staff with the Biology Department and Center for Lake Superior
Environmental Studies, University of Wisconsin-Superior, Superior, WI.  Dr. Kapustka is active
in several professional societies including the Ecological Society of America (ESA), the
International Association of Landscape Ecologists (IALE), Society for Environmental
Toxicology and Chemistry (SETAC), and the American Society for Testing and Materials
(ASTM). He is a Certified Senior Ecologist (ESA)

Ms. Denise Keehner is the Director of the Standards and Health Protection Division in the
Office of Water at EPA Headquarters. In this position Ms. Keehner has responsibility for
overseeing the implementation of the Water Quality Standards Program, the Beach Program and
the Fish Advisory Program. Prior to moving to the Office of Water in 2003 Ms. Keehner was the
Director of the Biological and Economic Analysis Division in EPA's Office of Pesticide
Programs (OPP) and also served as the acting Director of the Environmental Fate and Effects
Division in OPP. Ms. Keehner has also held management positions in the EPA Office of Solid
Waste and Emergency Response and in the former EPA Office of Toxic Substances.  In her 27
years with EPA she has participated in risk management decision making under the Clean Water
Act, the Resource Conservation and Recovery Act, the Federal Insecticide Fungicide and
Rodenticide Act, the Food Quality Protection Act, and the Toxic Substances Control Act.

Dr. Edward Ohanian is the Director of the Health and Ecological Criteria Division, Office of
Water, United  States Environmental Protection Agency (U.S. EPA), in Washington, D.C. The
Division is responsible for conducting human and ecological risk assessments as required under
both the Safe Drinking Water Act and Clean Water Act.  Recently, he has been appointed the
Chairman of the U.S. EPA Risk Assessment Forum. He also serves as an Adjunct Associate
Professor with the School of Public Health and Tropical Medicine at Tulane University Medical
Center, and with the School of Public Health and Health Services at George Washington
University Medical Center. Previously, he served as the  Acting Director of U.S. EPA Office of
Research and Development's National Center for Environmental Assessment at Cincinnati,
Ohio. Dr.  Ohanian received his bachelors in Biological Sciences from Columbia University and
his Masters in Physiology from the New York Medical College.  His Doctorate in Biomedical
Sciences was obtained from Mount Sinai School of Medicine. He has contributed over 60
articles and chapters to scientific journals and books.

Dr. Michael Slimak is beginning his 29th year of service at the U.S. EPA. Located in
Washington, D.C., he is currently the Associate Director for Ecology in the National Center for
Environmental Assessment, one of five major research units at EPA.  He is responsible for
developing and implementing assessment programs in a number of important areas such as
ecological risk, conservation biology, global climate change, invasive species, and water quality.
During his tenure at EPA he has worked in a variety of programs and has been involved in a
number of critical environmental issues.  Dr. Slimak is a recognized authority on ecological risk,
has authored numerous government-sponsored reports, has published in peer-reviewed journals
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and books, and has received numerous EPA awards. He holds a BS in Biology, an MS in
Wildlife Ecology and a Ph.D. in Environmental Science.

Dr. Glenn W. Suter II is currently Science Advisor in the U.S. Environmental Protection
Agency's National Center for Environmental Assessment-Cincinnati, and was formerly a Senior
Research Staff Member in the Environmental Sciences Division, Oak Ridge National
Laboratory, U.S.A. He has a Ph.D. in Ecology from the University of California, Davis, and 29
years of professional experience including 24 years of experience in ecological risk assessment.
He is the principal author of two texts in the field of ecological risk assessment, editor of two
other books and author of more than a hundred open literature publications.  He is Associate
Editor for Ecological Risk of "Human and Ecological Risk Assessment," and Reviews Editor for
the Society for Environmental Toxicology and Chemistry (SETAC). He has served on the
International Institute of Applied Systems Analysis Task Force on Risk and Policy Analysis, the
Board of Directors of SETAC, an Expert Panel for the Council on Environmental Quality, and
the editorial boards of "Environmental Toxicology and Chemistry," "Environmental Health
Perspectives," and "Ecological Indicators." He is the recipient of numerous  awards and honors;
most notably, he is an Elected Fellow of the American Association for the Advancement of
Science and he received SET AC's Global Founder's Award, their highest award for career
achievement, and the EPA's Level 1 Scientific and Technical Achievement Award. His research
experience includes development and application of methods for ecological risk assessment and
ecological epidemiology, development of soil microcosm and fish toxicity tests, and
environmental monitoring.  His work is currently focused on the development of methods for
determining the causes of biological impairments.

Dr. John Wardell is Director of the U.S. EPA Region 8 Montana Office. He served on active
duty and reserves in the U.S. Army and he was Chief of the U.S. EPA Region 8 Superfund
Program. He holds a Ph.D. in Plant Pathology from Michigan State University and an MBA
from Colorado State University.

Panelists

Dr. Peter L. DeFur is an independent consultant and part time faculty member at Virginia
Commonwealth University  in Richmond, VA. Most of his work is for government agencies and
citizen organizations regarding environmental cleanups and regulatory programs and  activities.
Dr. DeFur's expertise includes ecological and human health risk assessment, endocrine
disrupting chemicals,  coastal eutrophication and public participation.  He worked for
Environmental Defense for six years and served on the National Research Council (NRC) Board
on Environmental Studies and Toxicology,  as well as on a number of NRC study committees.
Dr. DeFur has served on the planning committees for a number of SETAC workshops on
ecological risk topics.

Dr. David L Fischer is currently the Head of Bayer CropScience's Ecotoxicology Section in the
U.S. Dr. Fischer holds a B.S. degree in Zoology from the University of Massachusetts, a M.S.
degree in Zoology from Western Illinois University, and a Ph.D. in Zoology from Brigham
Young University. He has been working in the field of ecotoxicology and risk assessment since
1986 and has supervised the conduct of hundreds of laboratory and field studies of pesticides and
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animal pharmaceuticals, authored dozens of chemical risk assessments, and published more than
20 peer-reviewed scientific papers. Dr. Fischer's expertise is in the area of wildlife toxicology
and risk assessment.

Dr. Michael Fry is an avian toxicologist whose research interests over the past 28 years have
focused on the effects of pollutants and pesticides on ecological systems, with a focus on wild
birds. Before joining American Bird Conservancy, Dr. Fry was Senior Environmental
Toxicologist at Stratus Consulting, a firm specializing in environmental consulting in the public
interest. Prior to 2003, he was a research physiologist in the Department of Avian/Animal
Sciences at the University of California, Davis, for 25 years.  Dr. Fry has been a panel member
for the National Academy of Sciences on hormone active chemicals in the environment, and has
participated in toxicology reviews and international symposia for the Organization for Economic
Cooperation and Development (OECD), and for the United Nations University in Japan. He has
been a committee member for EPA and OECD in revising avian toxicity test methods, and was a
member of the EPA Ecological Committee for FIFRA Risk Assessment Methods (ECOFRAM)
(1997-1999), and an EPA Science Advisory Panel (SAP) member for EPA terrestrial risk
assessment in 2004. Dr Fry was a member and Chairman of the Department of Interior, Minerals
Management Service Advisory Board  Scientific Committee, from 1989-1966. Dr. Fry reviewed
lead exposure sources and lead toxicity issues of California Condors for the CA Department of
Fish and Game, publishing a comprehensive report in 2003. Dr. Fry received his Ph.D. in
physiology from the University of California, Davis, in 1971, and has had held postdoctoral
research and teaching positions in Australia and at the Cardiovascular Research Institute at
University of California, San Francisco.

Dr. Bruce K. Hope is with the Oregon Department of Environmental Quality (DEQ), where he
currently serves as the senior environmental toxicologist for the Air Quality Division.
Previously, he worked with the Water Quality Division to develop aquatic food web
biomagnification and mass balance models for the Willamette River Mercury Total maximum
Daily Load (TMDL) and in the Land Quality Division, reviewing human health and ecological
risk assessments for specific cleanup sites, developing risk assessment guidance (human health,
ecological, probabilistic) to support implementation of Oregon's cleanup law, and leading the
State's efforts to implement probabilistic human health and population-level  ecological risk
assessments.  In 2000-01, he was on leave from DEQ as an American Association for the
Advancement of Science (AAAS) risk policy fellow at the U.S. Department of Agriculture in
Washington DC. Prior to joining DEQ in 1995, he was a private sector consultant managing
human health and ecological risk assessment projects for commercial and government clients at
CERCLA, RCRA, and BRAC  sites throughout the U.S. and Pacific Rim. Dr. Hope has been an
adjunct faculty member at Oregon Health & Science University (in both the Oregon Graduate
Institute and the School of Nursing), Concordia University (Portland), and Portland State
University. He holds M.S. and Ph.D. degrees in biology (aquatic toxicology) from the
University of Southern California and  a B.A. degree from the University of California (Santa
Barbara).

Mr. Max Feken is an environmental toxicologist for the Florida Department of Agriculture
where he performs ecological risk assessments for pesticides registered in Florida. He is also the
Coordinator for the Department's Endangered Species Protection Program.
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Dr. Eugenia McNaughton is currently Chief of the Quality Assurance (QA) Office in U.S. EPA
Region 9.  Dr. McNaughton has worked for EPA for 11 years.  She started in the QA Office,
moved to the Water Division to work on the U.S.-Mexico Border Team, and came back to QA
this past year. She received her Ph.D. in Biology from the University of California, Santa Cruz
and worked in the private sector on aquatic toxicology projects. Her interest in selenium impacts
on the environment began at that time. She has represented EPA for the past ten years on a multi-
agency team working to reduce selenium load discharge into the San Joaquin River associated
with tile water coming from agricultural fields.

Ms. Vickie Meredith is a graduate of the University of Wyoming and a Wyoming Registered
Professional Geologist. She has worked for the Wyoming Department of Environmental Quality
(WDEQ) for 16 years and has been the project manager on several RCRA Subtitle C and
voluntary cleanup sites in Wyoming - most notably, the former BP Amoco refinery site in
Casper, Wyoming. The former BP Casper site covers over 3000 acres of land and the site
assessments included three different ecological risk assessments which helped her make risk
management and cleanup decisions for several types of land uses and habitats. Ms. Meredith has
worked on and chaired several WDEQ workgroups and been instrumental  in the development of
guidance for the state's Voluntary Remediation Program including; human health and ecological
risk assessment, monitored natural attenuation, remedy selection, establishing points of
compliance and technical impracticability determinations. In addition to overseeing two former
refinery cleanups, Vickie is currently developing a Targeted Brownfield Assessment program
and an orphan site cleanup program for the WDEQ.

Dr. Jennifer Shaw is currently head of Syngenta's Stewardship function where she leads
initiatives on environmental stewardship,  sustainable agriculture and environmental issues
management. She has a BS degree in Agricultural Science and a Ph.D. in Ecology and
Epidemiology from the Universities of Glasgow and Aberdeen in Scotland. In the past 17 years
with the Crop Protection industry Dr. Shaw has managed large scale environmental field studies,
headed a facility that researched effects of pesticides on aquatic ecosystems, and led
development of ecological risk assessment to inform decision making. For the past decade she
has been involved in data generation and risk assessments for threatened and endangered species.
Since 1990, Dr. Shaw has served in leadership positions in various industry task forces, trade
association committees and expert workgroups including serving as an invited expert on U.S.
EPA's Ecological Committee on FIFRA Risk Assessment Methods (ECOFRAM) and as an
Ecological Risk Editor for the "Environmental Toxicology and Chemistry" journal.

Dr. Mark Sprenger is an environmental scientist with the U. S. Environmental Protection
Agency's - Office of Superfund Remediation and Technology Innovation - Environmental
Response Team. He received a B.S. in Biology from the State University of New York at Stony
Brook, and a M.S. and Ph.D. in Environmental Science from Rutgers, the State University of
New Jersey. His doctorate research and post-doctorate work focused on alteration in metals
availability resulting from acid deposition as well as post-doctorate work on the impacts of DDT
on a salt marsh. He is a coauthor of the national Superfund ecological risk assessment guidance
and has been active in the development of ecological risk assessments both in terms of new
technical applications and national consistency. His current responsibilities are nationwide and
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international in scope, with a focus on ecological risk assessments, contaminant fate and
transport, site environmental monitoring; and most recently on the assessment of innovative
remedial technologies and ecological restoration in the context of Site remediation.

Dr. Ralph Stahl joined the DuPont Company in 1984 and in the intervening years has held both
technical and management positions in the research and internal consulting arenas. His research
over the last 23 years has focused primarily on evaluating the effects of chemical stressors on
aquatic and terrestrial ecosystems. Since 1993 Dr. Stahl has been responsible for leading
DuPont's corporate efforts in ecological risk assessment and natural resource damage
assessments for site remediation.  Dr. Stahl received his B.S. in Marine Biology from Texas
A&M University (cum laude) in 1976, his  M.S. in Biology from Texas A&M University in
1980, and his Ph.D. in Environmental Science and Toxicology from the University of Texas
School of Public Health in 1982.  After receiving his Ph.D., he was a  Senior Postdoctoral Fellow
in the Department of Pathology at the University of Washington in Seattle where he investigated
the impact of genetic toxins on biological systems. Dr. Stahl is a member of the US EPA's
Science Advisory Board (Advisory Council on Clean Air Compliance Analysis, Ecological
Effects Subcommittee) and is active in the Society of Environmental Toxicology and Chemistry
(SETAC), serving on the Ecological Risk Assessment Advisory Group. He is board certified in
General Toxicology and is a Diplomate of the American Board of Toxicology. He has authored
over 30 peer reviewed publications on topics in environmental toxicology, ecological risk
assessment, and risk management. He recently edited two books and  is currently co-editing a
third book stemming from a SETAC Education Foundation-sponsored workshop on the
valuation of ecological resources.

Dr. Leslie Touart is currently a senior ecotoxicologist with EPA's Office of Science
Coordination and Policy in the Office of Prevention, Pesticides and Toxic Substances. Primary
duties involve the development and validation of ecotoxicity assays for the Endocrine Disrupter
Screening Program. Dr. Touart earned a Ph.D. from George Mason University in Environmental
Biology and Public Policy. He served briefly with EPA's Office of Research and Development,
Gulf Breeze laboratory conducting estuarine organism toxicity tests early in his career.  He spent
20 years with the U.S. EPA Office of Pesticide Programs performing  ecological risk
assessments. He interacts with the OECD  in the development of internationally harmonized test
guidelines and risk assessment practices.

Dr. Terry Young is an independent consultant, and has managed projects for Environmental
Defense for more than twenty years.  Her recent work includes the design of a system that uses
economic incentives, including input pricing and tradable discharge permits, to control farm
pollution in California's San Joaquin Valley.  Additional work includes the development of
ecological indicators to track management and restoration of ecological systems such as the San
Francisco estuary.  She has published on topics of economic incentives for environmental
protection, indicators of ecological integrity, and market solutions for water pollution  Dr.
Young received her bachelor's degree in chemistry at Yale University and her Ph.D. in
Agricultural and Environmental Chemistry from the University of California at Berkeley.
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APPENDIX K - REGISTERED WORKSHOP PARTICIPANTS
   Richelle Allen-King1
   University of Buffalo
   Buffalo, NY

   Thomas Armitage
   Science Advisory Board Staff Office
   U.S. Environmental Protection Agency
   Washington, DC

   Joseph Arvai
   Michigan State University
   East Lansing, MI

   Lawrence Barnthouse
   LWB Environmental Services
   Hamilton, OH

   John J. Bascietto
   U.S. Department of Energy
   Washington, DC

   Steven Bay
   Southern California Coastal Water
   Research Project
   Westminister, CA

   Matthew Behum
   Integral Consulting
   Annapolis, MD

   Nancy Bettinger
   Massachusetts Department of
   Environmental Protection
   Boston, MA

   Gregory Biddinger2
   Exxon Mobil Biomedical Sciences
   Houston, TX
   1 Member of the EPA Science Advisory Board
   Ecological Processes and Effects Committee
   2 Member of the Chartered EPA Science
   Advisory Board
Pieter Booth
Exponent
Bellevue, WA

William Bowerman
Clemson University
Clemson, SC

Steven Bradbury
Office of Pesticide Programs
U.S. Environmental Protection Agency
Washington, DC

Kristin E. Brugger
DuPont Crop Protection
Boothwyn, PA

Allen Burton1
Wright StateUniversity
Dayton, OH

John Carbone
Rohm and Haas Company
Spring House, PA

Patricia Casano
GE Corporate Environmental Programs
Washington, DC

Grant Cope
Office of Senator Barbara Boxer
Washington, DC

Mark Corbin
Office of Pesticide Programs
U.S. Environmental Protection Agency
Washington, DC

David Charters
Office of Solid Waste and Emergency
Response
U.S. Environmental Protection Agency
Edison, NJ
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William Creal
Michigan Department of Environmental
Quality
Lansing, MI

Virginia Dale1'2
Oak Ridge National Laboratory
Oak Ridge, TN

Gregory DeCowsky
Delaware Department of Natural
Resources and Environmental Control
(DNREC/DAWM/SIRB)
New Castle, DE

Peter DeFur
Environmental Stewardship Concepts
Richmond, VA

Kenneth Dickson2
University of North Texas
Denton, TX

Clifford Duke,
Ecological Society of America
Washington, DC

Anne Fairbrother
Office of Research and Development
U.S. Environmental Protection Agency
Corvallis, OH

James Fairchild
U.S. Geological Survey
Columbia, MO

Max Feken
Florida Department of Agriculture and
Consumer Services
Tallahassee, FL
David Fischer
Bayer Corporation
Stilwell, KS

Reinhard Fischer
Bayer CropScience
Research Triangle Park, NC

Thomas Forbes
U.S. Environmental Protection Agency
Washington, DC

Barry Forsythe
U.S. Fish and Wildlife Service
Dallas, TX

Robert Frederick
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

Jeffrey Frithsen
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

D. Michael Fry
American Bird Conservancy
The Plains, VA

Jeffrey Giddings
Compliance Services International,
Rochester, MA

Carolyn Hammer
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

Laura Haynes
Office of Air and Radiation
U.S. Environmental Protection Agency
Research Triangle Park, NC
1 Member of the EPA Science Advisory Board
Ecological Processes and Effects Committee
2 Member of the Chartered EPA Science
Advisory Board
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Paul Hendley
Syngenta Crop Protection Incorporated
Greensboro, NC
Miranda Henning
ENVIRON International Corporation
Portland, ME

Tala Henry
Office of Water
U.S. Environmental Protection Agency
Washington, DC

Diane Henshel
Indiana University
Bloomington, IN

Dale Hoff
Region 8
U.S. Environmental Protection Agency
Denver, CO

Bruce Hope
Oregon Department of Environmental
Quality
Portland, OR

Michael Hooper
Texas Tech University
Lubbock, TX

Mike Johns
Windward Environmental
Seattle, WA

Ron Josephson
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC

Chester Joy
U.S. Government Accountability Office
Washington D.C.

Lawrence Kapustka
Golder Associates
Calgary, CANADA
Denise Keehner
Office of Water
U.S. Environmental Protection Agency
Washington, DC

Iain Kelly
Bayer CropScience
Durham, NC

Trevor Knoblich
Risk Policy Report
Washington, DC

Thomas La Point
University of North Texas
Denton, TX

Wayne Landis1
Western Washington University
Bellingham, WA

Danny Lee
U.S. Forest Service
Asheville,  NC

Deborah Lester
King County Natural Resources
Seattle, WA

Gregory Leyes
ISK Biosciences Corporation
Concord, OH

Josh Lipton
Stratus Consulting Incorporated
Boulder, CO

Anthony Maciorowski
U.S. Environmental Protection Agency
Washington, DC
1 Member of the EPA Science Advisory Board
Ecological Processes and Effects Committee
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Jeff Margolin
ENVIRON International Corporation
Atlanta, GA

Gregory Masson
U.S. Fish and Wildlife Service
Washington, DC

Lawrence Master1
Nature Serve
Boston, MA

Bernalyn D. McGaughey
Compliance Services International
Lakewood, WA

Eugenia McNaughton
Region 9
U.S. Environmental Protection Agency
San Francisco, CA

Charles Menzie
Menzie-Cura & Associates, Incorporated
Winchester, MA

Vickie Meredith
Wyoming Department of
Environmental Quality
Cheyenne, WY

Joseph Meyer
University of Wyoming
Laramie, WY

Judith Meyer1'2
University of Georgia
Athens, GA

Dwayne R. J. Moore
Cantox Environmental
Ottawa, CANADA
1 Member of the EPA Science Advisory Board
Ecological Processes and Effects Committee
2 Member of the Chartered EPA Science
Advisory Board
Thomas Mueller1
University of Tennessee
Knoxville, TN

Michael Newman1
Virginia Institute of Marine Science
College of William and Mary
Gloucester Point VA

Susan B. Norton
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

Angela Nugent
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC

Edward Odenkirchen
Office of Pesticide Programs
U.S. Environmental Protection Agency
Washington, DC

Edward Ohanian
Office of Water
U.S. Environmental Protection Agency
Washington, DC

James Oris1
Miami University
Oxford, OH

Mary Ann Ottinger
University of Maryland
College Park, MD

Joan Pioli
Menzie-Cura & Associates, Inc.
Winchester, MA

Charles Pittinger
BB & L Sciences
Cincinnati, OH
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Nicholas Poletika
Dow AgroSciences
Indianapolis, IN

Damian Preziosi
Integral Consulting
Berlin, MD

Donna Randall
Office of Pesticide Programs
U.S. Environmental Protection Agency
Washington, DC

Anne Rea
Office of Air and Radiation
U.S. Environmental Protection Agency
Research Triangle Park, NC

Kevin Reinert
AMEC Earth &Environmental
Plymouth Meeting, PA

Amanda Rodewald1
Ohio State University
Columbus, OH

Donald Rodier
Office of Pollution Prevention and
Toxics
U.S. Environmental Protection Agency
Washington, DC

Andy Rowe
GHK International
Camden, SC

Lisa Saban
Windward Environmental
Seattle, WA

James Sanders1
Skidaway Institute of Oceanography
Savannah, GA
1 Member of the EPA Science Advisory Board
Ecological Processes and Effects Committee
Stephanie Sanzone
George Mason University
Alexandria, VA

Keith Sappington
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

John S chaffer
Tetra Tech EC, Incorporated
Morris Plains, NJ

Rita Schoeny
Office of Water
U.S. Environmental Protection Agency
Washington, DC

Jennifer Shaw
Syngenta Crop Protection
Greensboro, NC

Michael Slimak
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

Sean Smith
U.S. Navy
Washington, DC

Mark Sprenger
Office of Solid Waste and Emergency
Response
U.S. Environmental Protection Agency
Edison, NJ

Dee Ann Staats
Crop Life America
Washington, DC

Holly Stallworth
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC
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Ralph Stahl
DuPont Corporation
Wilmington, DE

Andrea Robin Stewart
U.S. Geological Survey
Menlo Park, CA

Erik Stokstad
American Association for the
Advancement of Science
Washington, DC

Ingrid Sunzenauer
Office of Pesticide Programs
U.S. Environmental Protection Agency
Washington, DC

Glenn Suter
Office of Research and Development
U.S. Environmental Protection Agency
Cincinnati, OH

Timothy Thompson1
Science Engineering and the
Environment
Seattle, WA

Kristen Thornton
Delaware Department of Natural
Resources and Environmental Control
DNREC/DAWM/SIRB
New Castle, DE

Leslie Touart
Office of Prevention Pesticides and
Toxic Substances
U.S. Environmental Protection Agency
Washington, DC
1 Member of the EPA Science Advisory Board
Ecological Processes and Effects Committee
2 Member of the Chartered EPA Science
Advisory Board
Vivian Turner
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC

Ivor van Heerden1
Louisiana State University
Baton Rouge, LA

Vanessa Vu
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC

Kristen Wandland
ENSR
Raleigh, NC

John Wardell
Montana Office, Region 8
U.S. Environmental Protection Agency
Helena, MT

Randall Wentsel
Office of Research and Development
U.S. Environmental Protection Agency
Washington, DC

Steve  Wharton
U.S. Environmental Protection Agency
Region 8
Denver, CO

Kathleen White
Science Advisory Board Staff Office
U.S. Environmental Protection Agency
Washington, DC

Terry  Young2
Environmental Defense
Oakland, CA

Rick Ziegler
Office of Research and Development
U.S. Environmental Protection Agency
Washington, D.C.
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APPENDIX L - SUMMARY OF PRODUCT HEALTH AND SAFETY
DECISION MAKING BREAKOUT GROUP PARTICIPANTS,
PANEL DISCUSSION, AND REPORT

Facilitator:   Gregory Biddinger, Exxon Biomedical Sciences

Rapporteurs:   Wayne Landis, Western Washington University and Charles Pittinger,
              BB&L Sciences

Panelists:      Peter Defur, Environmental Stewardship
              Max Feken, Florida Department of Agriculture
              David Fischer, Bayer Crop Science
              Leslie Touart, U.S. EPA

Participants:   Thomas Armitage, U.S. EPA
              Lawrence Barnthouse, LWB Environmental Services
              William Bowerman, Clemson
              Kristin Brugger, Dupont
              MarkCorbin, U.S. EPA
              John Carbone, Rohm and Haas
              James Fairchild, USGS
              Reinhard Fischer,  Bayer Crop Science
              Jeffrey Frithsen, U.S. EPA
              Jeffrey Giddings, Compliance Services International
              Paul Hendley,  Syngenta Crop Protection
              Diane Henshel, Indiana University
              Michael Hooper, Texas Tech University
              Wayne Landis, Western Washington University
              Gregory Leyes, ISK Biosciences
              Josh Lipton, Stratus Consulting
              Gregory Masson, U. S. FWS
              Charles Menzie, Menzie-Cura & Associates
              Dwayne Moore, Cantox
              Thomas Mueller, University of Tennessee
              Susan Norton, U.S. EPA
              Edward Odenkirchen, U.S. EPA
              Nicholas Poletika, Dow AgroSciences
              Donna Randall
              Donald Rodier, U.S. EPA
              Dee Ann Staats, Croplife America
              Holly  Stall worth, U.S. EPA
              Ingrid Sunzenauer, U.S. EPA
              Kristen Thornton,  DNREC
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Panel Discussion - Ecological Risk Assessment for Product Health and
Safety Decision Making - Facilitator: Dr. Gregory Biddinger, Exxon Biomedical
Sciences; Rapporteur: Dr. Charles Pittinger, BB& L Sciences; Invited Panelists: Dr.
Peter DeFur, Environmental Stewardship; Mr. Max Feken, Florida Department of
Agriculture; Dr. David Fischer, Bayer Crop Science; Dr. Leslie Touart, U.S. EPA Office
of Pollution Prevention and Toxic Substances (See Panel biosketches in Appendix J)

   Dr. Biddinger introduced the members of the panel who presented different
perspectives on needs to advance the practice of ecological risk assessment for product
health and decision making.

Dr. Defur 's Presentation

  Dr. Defur discussed issues of concern in the conduct of ecological risk assessments
supporting  product health and safety decision making.

•   The practice of ecological risk assessment is currently focused on protecting
    populations. Therefore, the condition of individual plants or animals is often ignored.
    Ecological risk assessment measures  are designed to provide information that can be
    used to determine whether a population is persisting over time in space (e.g., will  a
    fish population exist in a particular water body in ten years?). The morbidity offish
    is often ignored in a risk assessment and although fish can be terminally ill, their
    reproduction is the only measure considered. This risk assessment approach is
    unacceptable because it ignores health.  A stable population of sick animals or plants
    is not an adequate outcome. Ecological risk assessors should consider more than just
    gross population levels and measures of biomass. Condition is an extremely
    important measure.

•   Ecological risk assessors  focus on populations and seldom assess communities or
    mixed assemblages of plants and animals.  This is not because measures for assessing
    communities are unavailable.  Rather, it is because that knowledge has not been
    translated into ecological risk assessment.

•   Ecological risk assessment does not currently address cumulative risk (i.e., the
    addition of a single stressor upon an already stressed condition).  An example of this
    is failure to consider cumulative risk in assessment of a forest that has experienced
    acid rain for 10 years when another stressor is introduced. These issues have
    relevance to product health and safety assessments. Although ecological risk
    assessment does not presently consider biological stress (e.g., imposition of an exotic
    species), product health and safety assessments increasingly should address genetic or
    biological components of products.

•   Time and space issues are particularly challenging in making decisions about many
    products (e.g., pesticides, plastics, perflourooctanoic acid [PFOA]), yet ecological
    risk assessments often do not  consider long time scales or multiple levels of
    organization. Assessing the risks of lead and mercury on adequate temporal and
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    spatial scales would lead to questions concerning the use of these substances in any
    product. National Institutes of Health (NIH) has questioned any use of mercury in a
    product because either its manufacturing or disposal will result in further releases into
    the environment. Gasoline additives, pesticides, PFOA, polybrominated
    dibenzodioxin (PBDD), nickel and cadmium are all introduced into the environment
    in ways that have not been considered.

It is important that ecological risk assessors think about the kinds of problems that might
not be readily predicted or foreseen. With this consideration, the use of lead in products
could have been recognized as dangerous from the outset.

Mr. Feken 's Presentation

   Mr. Feken discussed ecological risk assessment practices supporting decisions
concerning pesticide use in Florida.  He stated that to protect Florida's unique
environment, risk assessments should address such issues as double cropping in
agriculture, production of unique crops, environmental conditions such as annual rainfall
of more than 60 inches in Tallahassee, and unique natural communities.  To conduct risk
assessments, meteorological data are used to run models that provide predictions for
periods of 30 years.

   A worst-case spatial scale is used. The scale varies depending upon the crop of
concern. Different crops are grown throughout Florida; citrus is  grown in the central
region of the state and different vegetable crops and field crops produced in other parts of
the state. Several areas are modeled for each crop in order to refine assessments beyond
a worst case scenario. However, there are a number of significant weaknesses in
ecological risk assessment practices.

•   It is not possible to model the effect of reducing runoff into nearby surface water
    bodies. It is not possible to model the effects of buffers on runoff. It is assumed that
    water bodies at risk are adjacent to fields where pesticides are applied, but ecological
    risk assessors need to understand how pesticide exposure in water bodies can be
    modeled in order to expand the spatial scale of risk assessments. Models are needed
    for canal systems and estuarine systems.

•   The State of Florida needs additional EPA guidance on  models that can be used for
    terrestrial ecological risk assessment. Currently, organism-level effects on
    vertebrates are evaluated by looking at risk quotients for individual mortality.
    Species sensitivity distributions have been used to conduct ecological risk
    assessments and the State is considering use of the slope of the LC50 for assessments
    of risk to endangered species. However, there is a need for models to conduct
    population level effects assessments. Mesocosms and microcosms are currently used
    to demonstrate magnitude of effects and potential  for recovery  of populations.

   Prospective risk assessments are conducted and data gaps are  filled using information
from simulated runoff studies. Developing testable hypotheses is important for these
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kinds of risk assessments.  In conducting these risk assessments, uncertainty is quantified
to the maximum possible extent so that decision making can be as transparent as possible.

Dr. Fischer's Presentation

   Dr. Fischer also discussed ecological risk assessment practices to support pesticide use
decisions. He identified a number of opportunities to improve risk assessment practices.

•   If ecological risk assessments are to be believable, they should be of high quality and
    should focus on the things that can be assessed well. It is impossible to assess
    everything.

•   There is value in  applying standardized scenarios of known spatial and temporal
    scale.  Greater level of detail in ecological risk scenarios is associated with less
    certainty.

•   There is value in  focusing on individuals, not populations, under the assumption that
    if individuals can be protected, populations can also be protected.

•   Problem formulation is the most important part of a risk assessment. Risk assessors
    often mistakenly  start with measurements and determine endpoints. Endpoints should
    be selected keeping goals for the landscape in mind.

•   Some subjective  assumptions are important in the face of uncertainty (e.g., how
    different is a risk quotient of 3 from a risk quotient of 0.3 ?)

Dr. Touart 's Presentation

   Dr. Touart discussed how ecological risk assessment is conducted under the
requirements of different statutes that address product health and safety. There are many
different statutory authorities that require ecological risk assessment (e.g., Federal
Insecticide, Fungicide and Rodenticide Act [FIFRA], Toxic Substances Control Act
[TSCA], and Clean Water Act [CWA]).  Ecological risk assessments conducted under
each of these statutes will be quite different depending upon legal constraints and who is
asking questions. Ecological risk assessment is an iterative process and the information
available for an assessment depends upon the statutory authority.  Under FIFRA, industry
should demonstrate that products will not cause harm.  Under TSCA, the burden of proof
is upon EPA to prove potential harm.  Sometimes states should conduct risk assessments.
There are a number of limitations to the current practice of ecological risk assessment and
opportunities for improvement.

•   Data requirements for pesticides and industrial compounds are based on hazard
    quotients, so the kinds of studies conducted are limited to a few species.

•   New probabilistic approaches are being developed and will advance the practice of
    ecological  risk assessment.
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•  New tools are being developed to assess endocrine disrupters, but demands for
   validation of new methodologies will slow the process of developing risk assessment
   tools.

•  Risk assessment is an iterative process, and assessments are refined until actionable
   information is developed. New data should, however, feed back into old ecological
   risk assessments.

•  Conservatism is built into risk assessments because assessors are striving to deal with
   the worst cases.

Discussion of Points Raised by Panelists

   After presentations by the panel members, workshop participants raised the following
issues concerning the limitations of ecological risk assessment supporting product health
and safety decisions, and opportunities for improving the practice.

•  It is important to note that many tools are currently available to conduct accurate
   screening level risk assessments for product health and safety in a short period of
   time. There are many sources of information  available for conducting these rapid
   assessments. European Union databases can provide ecotoxicology information.
   EPA's EPI Suite tool can provide physical and biological parameters to enable a
   determination of whether a chemical is biodegradable, toxic or bioaccumulative.

•  It is important for ecological risk assessors to  consider the question of why risk
   assessments should be conducted  and what  should be protected.  As currently
   described in EPA guidance, the process of problem formulation does not focus on this
   important question.

•  In considering the appropriate spatial and temporal scales of ecological risk
   assessments, it is important to consider differences between predictive risk
   assessments of new chemical releases, and assessments of chemicals that have
   already been in the environment for long periods of time.  If effects are not observed
   in the latter case, an assessor should determine whether this is because effects did not
   occur, could not be found, or whether compensation had occurred.

•  Tiered risk assessment approaches can help risk assessors to foresee the ecological
   risks of substances like lead, but there is a need to develop additional tools for
   evaluating cumulative risks. Contaminants are being released into environments that
   are already stressed, and regulations do not address cumulative stress. Cumulative
   risk tools are not available.

•  A challenging question that should be answered in considering cumulative risk is,
   "what are the conditions of watersheds right now?"  This information is needed  to
   frame the problem and consider the issue of cumulative risk in pesticide re-
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   registrations or expanded use registrations. Field data are generated over the lifespan
   of a chemical, and these data should be considered.

•  Ecological risk assessments for product health and safety decisions are conducted to
   allow permitting, and there is pressure to allow permitting. However, it is important
   to consider society's goals and consider baseline conditions in ecological risk
   assessments.

•  In terrestrial systems, accelerated changes are frequently being driven by product
   registration requirements of the Food  Quality Protection Act.  Improved ecosystem
   and community-level measures are needed to assess these changes in the field.  Old
   products were associated with intense short term impacts on ecological systems.
   Newer products are associated with less severe impacts that occur over longer periods
   of time, and pesticide registration decisions have been made on the basis of human
   health protection. Data obtained from land that is under integrated pest management
   can be useful for developing measures of ecosystem and community structure.

•  There is a tremendous amount of data in the ecology literature that could be tapped to
   improve assessments of ecosystems and communities (e.g., production functions).
   There are "tens of thousands" of models that could be generalized and adapted to
   other contexts.

•  Ecological risk assessments should also consider the effects of invasive species,
   exotic species, genetically modified organisms, and water transfer.

•  It is important to find ways to closely  tie  risk assessment science to product health
   and safety decisions made by organizations. Pesticide re-registration decisions
   should be ecosystem-level decisions.

Ecological Risk Assessment for Product Health and Safety Decision
Making Breakout Group Summary  Report

Definition of Spatial and Temporal Scale  in Risk Assessments for Product Health and
Safety Decision Making

•  Defining and incorporating the appropriate spatial and temporal scales in ecological
   risk assessments for product health and safety is a major challenge. The broadest
   scale of product use is often considered in risk assessments.

•  In defining spatial scale, it is important to consider biological processes (ecological
   and phylogenetic considerations) as well  as management processes. The scale of
   management processes may necessarily be the largest.

•  Spatial and temporal scales should be explicitly considered in the problem
   formulation stage of ecological risk assessments. Appropriate scales will vary with
   the context of the risk assessments and the decisions to be made.  Broadening the risk
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    assessment context (i.e. evaluating landscape scale effects) demands broader
    consideration of receptors and other stressors (e.g., cumulative risk).

•   A shift is needed in EPA's approach to the application of ecological risk assessment
    to move from program driven decisions toward managing and assessing risk at a
    place-based or landscape level. Regulations "perform" within a local context (i.e.,
    protection  risks and politics are local).

Definition and Incorporation of Biological Scale into Ecological Risk Assessments for
Product Health and Safety Decision Making

•   EPA needs to incorporate a broader approach to consideration of biological scale,
    beyond population levels, into ecological risk assessment.

•   Data on phylogenetic responses to stressors (comparative toxicity) should be
    expanded and applied in ecological risk assessments.

•   New biomarker and mechanistic data should be incorporated into ecological risk
    assessments. Additional research should be completed to determine whether such
    data can be used to indicate exposure or risk.

Problem Formulation and Incorporation of Testable Hypothesis into  the Design of
Ecological Risk Assessments for Product Health and Safety Decision Making

•   Problem formulation should be an iterative process

•   The problem formulation stage of ecological risk assessment may be limited by the
    lack of approaches for considering the life cycle of a product. For example, the first
    question considered in problem formulation is the decision to be made. Questions
    addressed in the decision to register a pesticide are different from "end-of-life"
    questions concerning the product.

•   Life cycle  analysis is not addressed in regulations, and additional  guidance is needed
    in this area. An example is the regulation of nanotechnology. In the past, product life
    cycles were not considered, but the Agency should now look ahead and correct past
    mistakes.

•   Life cycle  issues should be considered with care. "Front-end" issues should be
    carefully evaluated in product decisions.  Life cycle considerations are "future
    oriented."  Folding life cycle considerations into ecological risk assessment could be
    useful for evaluating future technologies.

•   There currently appears to be good guidance available on how to conduct problem
    formulation.  Often, however, generic problem formulation is conducted and
    assessment endpoints do not account for long-term dynamics of populations.  This
    problem is more a technical issue of what can be measured than a problem of
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   ecological risk assessment design.  For example, assessment endpoints for pesticides
   are very generic, concerned with aquatic and terrestrial animals and plants.
   Population density and other technical questions are ignored. Better definitions of
   assessment endpoints are needed.

•  Scale is often not properly considered in problem formulation and ecological risk
   assessment. Assessors are not conducting multi-generational analyses to determine
   whether population failures have occurred.  There are no legal requirements to
   conduct this kind of follow-up analysis.  There is currently very little ground truthing
   of risk assessments.  EPA's pesticide program is, however, working with the
   Agency's Environmental Monitoring and Assessment (EMAP) program to establish
   baselines to determine whether regulatory decisions are making an impact on the
   environment.

•  Participants expressed the opinion that problem formulation for product health and
   safety risk assessments should be focused on dealing with specific issues of decisions
   such as:

       -  The effectiveness of EPA's decisions to regulate pesticide use.

       -  Individual pesticide registration and re-registration decisions and constraints
          that should be placed on products to maintain safety.

       -  Manufacturing permits for chemicals or processes.

       -  Determinations regarding the safety of genetically modified organisms.

       -  Industry decisions to bring a new product or formulation to the market.

       -  National Pollution Discharge Elimination System (NPDES) permit decisions
          to regulate thermal pollution and other non chemical stressors.

       -  Regulation of compounds falling under multiple agency jurisdictions (e.g.,
          military production).

       -  Assessing the ecological risks and uncertainties of exotic new technologies for
          which there may not be existing regulation (e.g., nanotechnology, regulating
          polyhalogenated organics).

       -  Determination of whether non-indigenous species should be introduced into a
          region. It is not clear whether there is sufficient guidance on how to conduct
          problem formulation for this kind of risk assessment.  For example, is problem
          formulation guidance robust enough to conduct problem formulation for
          assessing the risks of introducing the Asian  oyster into Chesapeake Bay?
          How should uncertainty be handled?
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       -  Determination of how regional considerations should be factored into the use
          and application of products (e.g., the use of commodity chemicals like boron
          in various ecoregions with different soils and characteristics).

       -  Decisions accounting for the spatial distribution of product-use patterns (e.g.,
          decisions concerning the use of pesticides on 100,000,000 acres are different
          from decisions concerning the use of product on 100,000 acres).

       -  Determining differences between the ecological risks of formulated product
          mixtures and constituent ingredients.

       -  Decisions concerning disposal of products (e.g., should current disposal
          techniques for pharmaceuticals be modified to avoid harm to the environment
          from wastewater release.

•  The following problem formulation issues associated with product health and safety
   decisions were identified.

       -  Pesticide registrants  conduct problem formulation to identify assessment
          endpoints, measurement endpoints, and a range of conceptual models.  A
          tiered approach to risk assessment is used.  However, the tiered approach may
          not capture all effects. Passing a screening level does not mean that there are
          no adverse effects associated with the proposed use of a product.

       -  Levels of concern and risk quotients are used to drive problem formulation in
          product health and safety risk assessments, but they may not represent realistic
          protection goals. Measurement endpoints should be more closely tied to
          appropriate assessment endpoints.

       -  The problem formulation stage of product health and safety risk assessment
          should address all routes of exposure and tiered assessments. However in
          some cases problem  formulations are generic and therefore all routes of
          exposure (e.g., dermal exposure) or receptors are not considered.  There is a
          need to consider release pathways, fate and transport, and sensitivity to target
          the risk assessment and tie measurement endpoints to the appropriate
          assessment endpoints.

       -  Currently, problem formulation in product health and safety risk assessments
          is often not oriented  toward decision making (e.g., it may not be realistic to
          ask whether there is  a risk, it may be more appropriate to question the
          magnitude of the risk).  Available tools and data can drive the direction of
          problem formulation (e.g., if dermal exposure models are not available, skin is
          not considered as a route of exposure).

       -  Ground truthing, follow up to risk assessments, and validation should be part
          of problem formulation.  Frequently, problem formulation does not adequately
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          address the complexity of a system in terms of time and space.  The need for
          monitoring should be addressed in the problem formulation stage of a risk
          assessment.  Levels of concern should be re-evaluated and validated with
          monitoring studies. These concerns should be addressed in EPA's guidance
          documents.

•  The following issues concerning the use of testable hypotheses in ecological risk
   assessments were identified.

       -  Because testable hypotheses may represent "yes/no" answers, they may not
          always be useful in risk assessments.  Problem formulation should be
          designed to provide an evaluation or quantitative description of magnitude of
          risk along a continuum. Hypotheses are embedded in a conceptual model, but
          the objective of an ecological risk assessment is to describe the likelihood,
          probability, magnitude, and consequences of effects.  Therefore, well
          formulated risk questions (e.g., what is the probability and magnitude of the
          effect of pesticide y on endpoint x?) may be more useful than testable
          hypotheses.

       -  Testable hypotheses can be framed in such terms as statistically significant
          effects and quantile endpoints.  Such hypotheses may be useful because they
          may not represent yes/no answers. However, if desired outcomes are clear to
          decision-makers yes/no answers can support management decisions.

       -  Testable hypotheses may be useful if applied to appropriate tiers of
          evaluation. In this regard, questions such as "does exposure exceed a
          concentration at time x in a river?" or "does a model provide adequate
          protection against releases to the environment?" may be useful.  However,
          hypotheses should not be confused with regulatory decision criteria.

•  In risk assessments for product health and safety decision making, a generic approach
   to problem formulation is often followed.  Problem formulation is often dictated by
   regulatory constructs, especially for screening level risk assessments that are
   conducted in the same way for many chemicals.  In early tiers of risk assessments,
   problem formulation may be defined more by precedent and policy, but problem
   formulation becomes more refined in subsequent tiers.  Stakeholders can offer criteria
   and levels of concern that enable such refinements.  A dialogue with risk managers is
   a key step in completing an improved problem formulation process.  Additional tools
   such as software packages could be developed to assist in problem formulation. Risk
   assessments conducted for pesticide registration decisions require careful problem
   formulation.

•  A concern discussed by the group is that risk  assessments currently do not provide a
   complete understanding of risks posed by cumulative effects, interactions among
   communities, and multiple stressors and impacts. To develop this knowledge,
   monitoring efforts should be better coordinated within multiple agencies of the
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   federal government to support ecological risk assessments. Coordination is needed to
   integrate monitoring programs and use resources for multiple purposes.

•  Data collection activities can be improved and focused on providing the most
   important information by evaluating the current level of confidence in decisions.
   Sensitivity analyses can be conducted to parse out sources of uncertainty and
   determine what additional information is useful.

•  Laws that drive various product health and safety programs articulate protection goals
   differently.  Therefore explicit cross-cutting ecological protection goals have not been
   defined.  There is a need to develop consistent definitions of what should be protected
   across media.

Health and Product Safety Decision Making in the Face of Uncertainty

•  Ecological risk assessments often fail to identify and prioritize additional information
   that would be needed to reduce the uncertainty of the assessment. The risk
   assessment process could be improved by explicitly identifying uncertainties, the
   consequences of those uncertainties, and the additional information that would reduce
   those uncertainties. "What if questions could be posed for each uncertainty.  A
   specific example discussed was the need to develop tools to provide additional
   information for conducting improved ecological exposure assessments.

•  Although various statutes require consideration of risks and benefits, ecological risk
   can be relegated to a "nonfactor" in decision making if there is great uncertainty in
   identifying risks. Uncertainties should be clearly identified to risk managers so that
   they can evaluate the need for conservative or risk tolerant decisions.

•  Decisions in the face of uncertainty will be made using extrapolation factors, and
   therefore conservative management decisions may be needed.

•  Tools that can be developed and applied to help focus problem formulation, reduce
   uncertainty, and refine risk assessments. These include tools for evaluating
   geospatial data, and probabilistic risk assessment methods.

•  Stakeholders should also provide input on "value" issues. Risk management
   decisions should reflect stakeholder values.

•  It would be useful to develop a case study to show how uncertainty  could be reduced
   by  assessing cumulative risk for an emerging technology or a new product. This case
   study could focus on building a conceptual model, constructing a screening approach,
   and completing a risk assessment.  Potential case examples discussed included
   pressures from invasive species and chemical  exposures. It would be difficult to
   develop such a case example on a national scale, so a regional scale might be
   considered. The Heinz Center report on the State of the Nation might provide
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   knowledge that would be useful in considering responses of ecosystems to multiple
   stressors.

•  Additional tools are needed to develop more efficient screens for assessing ecological
   risk. Additional sources of data and models should be considered, evaluated, and
   adapted. It will be important to leverage the efforts underway in a number of different
   federal agencies and academia to seek multiple values from data and tools
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APPENDIX M - SUMMARY OF MANAGEMENT OF
CONTAMINATED SITES BREAKOUT GROUP PARTICIPANTS,
PANEL DISCUSSION, AND REPORT
Facilitator:     Michael Newman, College of William and Mary
Rapporteurs:
Panelists:
Participants:
Richelle Allen-King, University of Buffalo and Timothy Thompson,
Science, Engineering and the Environment

Vicki Meredith, Wyoming DEQ
Michael Fry, American Bird Conservancy
Mark Sprenger, U.S. EPA
Ralph Stahl, Dupont
              John Bascietto, DOE
              Matthew Behum, Integral Consulting
              Nancy Bettinger, MA DEP
              G. Allen Burton, Wright State University
              Patricia Casano, General Electric
              William Creal, Michigan DEQ
              Gregory DeCowsky, DNREC
              Anne Fairbrother, U.S. EPA
              Thomas Forbes, U.S. EPA
              Barry Forsythe, U.S. FWS
              Carolyn Hammer, U.S. EPA
              Laura Haynes, U.S. EPA
              Miranda Henning, ENVIRON Corp.
              DaleHoff, U.S. EPA
              Michael Johns, Windward Environmental
              Ron Josephson, U.S. EPA
              Thomas La Point, University of North Texas
              Jeff Margolin, Environ
              Joseph Meyer, University of Wyoming
              AnneRea, U.S. EPA
              Kevin Reinert, AMEC Earth and Environmental
              Keith Sappington, U.S. EPA
              Lisa Saban, Windward Environmental
              John Schaffer, Tetra Tech
              Sean Smith, US Navy
              Glenn Suter, U.S. EPA
              Kristen Wandland, ENSR
              John Wardell, U.S EPA
              Randall Wentsel, U.S. EPA
              Kathleen White, U.S. EPA
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Panel Discussion - Ecological Risk Assessment in Management of
Contaminated Sites - Facilitator: Dr. Michael Newman, Virginia Institute of Marine
Science, College of William and Mary; Rapporteur: Mr. Timothy Thompson, Science
Engineering and the Environment; Invited Panelists: Ms. Vickie Meredith, Wyoming
Department of Environmental Quality; Dr. Michael Fry, American Bird Conservancy;
Dr. MarkSprenger, U.S. EPA, Office of SuperfundRemediation and Technology
Innovation; Dr. Ralph Stahl, DuPont Corp. (See Panel biosketches in Appendix J)

   Dr. Newman opened the discussion by providing context for the panel discussion and
the breakout group session. He described four cross-cutting issues for the discussion of
ecological risk assessment for remedial decision making at contaminated sites:

       1.     Evaluating the effects of spatial and temporal scales
       2.     Assessing risks at different biological scales
       3.     Problem formulation and testable hypotheses in risk management
       4.     Decision making in the presence of uncertainty

The panelists provided initial perspectives on these issues from the points of view of a
state decision maker (Vickie Meredith), the environmental and conservation community
(Dr. Michael Fry), an EPA ecological risk assessment practitioner (Dr. Mark Sprenger),
and the regulated industries (Dr. Ralph Stahl).

Ms. Meredith's Presentation

   Ms. Meredith is a geologist and contaminated site manager with the Wyoming
Department of Environmental Quality (WDEQ). She noted that her experience as a
geologist and a risk manager makes understanding all of the elements of the overall
ecological risk assessment process a challenge.  From a state decision maker's
perspective, Ms. Meredith noted that the ecological risk assessment process is one of
several decision-making tools to (1) diagnose the problem; (2) provide input on how to
remedy the problem; and (3) evaluate whether the remedy itself is going to cause other
problems.

   Ms. Meredith discussed the application of the ecological risk assessment as part of a
cleanup determination at a former refinery site in Casper, Wyoming.  The refinery was
originally a Resource Conservation and Recovery Act (RCRA) site.  As part of a
settlement of a citizen's lawsuit in 1998, the responsible party (BP/Amoco) was required
to conduct corrective action at the site, and oversight of the program  was transferred from
the U.S. EPA to the Wyoming Department of Environmental Quality (WDEQ).  The site
was a unique challenge because the  community of Casper wanted to  redevelop the
property, but a decision on cleanup levels and actions to protect both ecological and
human health risk had to be made within three years.

   In order to meet this deadline, a collaborative process was established to bring
together all of the stakeholders to develop the assessment and study,  and formulate the
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remedial decision.  While ultimate decision making rested with the WDEQ, the
stakeholders included the BP/Amoco, EPA, the U.S. Fish and Wildlife Service, Wyoming
Game and Fish, Wyoming Department of Transportation, and the community (city,
county, and citizens groups). Use of the ecological risk assessment paradigm was helpful
because it provided an established process to support decision making. Problem
formulation and articulation of data quality objectives (DQOs) were done in collaboration
among all of the stakeholders, and all decisions were made as transparent and open as
possible.

   Risks and remedies for the 3000-acre site included upland receptor risks and risks to
benthic infauna, fish and birds from historic contamination and groundwater discharge to
the North Platte River.  The assessment also evaluated risks to fish, birds, and piscivorous
mammals from refinery wastewater and residuals that were pumped into a playa lake in
the central bird flyway. The risks and remedy decisions needed to be made rapidly and
safely. Problem formulation was done very early, followed by the development of DQOs
as initial investigations were conducted at the site.  There were no presumptive remedies
going into the process.  While ecological receptors at the playa lake and river were
judged to have "moderate risk" using a weight-of-evidence approach, remedies that
removed the sources were chosen in collaboration with BP/Amoco.

   From the lessons learned at this site, WDEQ developed its Voluntary Cleanup
Program (VCP) guidance documents (http://deq.state.wy.us/volremedi/index.asp).  The
overall VCP risk assessment process is similar to EPA's.  Wyoming incorporated initial
screening steps that allow for "off-ramping" the process for smaller sites. For example,
the ecological exclusion assessment allows exclusion of a site from assessment by
answering simple questions, such as, "is there habitat?", and, "are there threatened or
endangered species?"  Wyoming's perspective is that an ecological risk assessment
would not be needed for such uses as  a parking lot.

Discussion of Points Raised by Ms. Meredith

   Group discussion following Ms. Meredith's presentation focused on what constitutes
weight-of-evidence. Workshop participants noted that:

•  The ecological  risk assessment process lacks  a common understanding of what
   weight-of-evidence means, and that more clarity would be helpful.  It was stated that
   there were at least four different definitions, but as yet there is no common consensus
   on what weight-of-evidence means.

•  The National Research Council1 recently advocated the use of weight-of-evidence,
   without providing context for what that means. A general recommendation suggested
   by members of the panel and group was that the EPA  SAB further investigate the
   issue of what constitutes weight-of-evidence.
1 National Research Council. 1996. Understanding risk. Informing decisions in a democratic society.
National Academy Press, Washington, D.C.
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Dr. Fry's Presentation

   Dr. Fry stated that from the perspective of the environmental and conservation
community, the ecological risk assessment process is too long and at times is encumbered
with extensive and unnecessary investigations that do little to aid the exposed ecological
resources. After the ecological risk assessments are complete, there may be long and
costly litigation that delays cleanups even further.  During these delays, little is done to
aid the ecological resources that are subject to continued exposure over the entire period
of time.  A streamlined risk assessment process (e.g., a "programmatic" ecological risk
assessment) that would lead to more rapid cleanups would greatly benefit natural
resources.

   Dr. Fry noted that the four focus questions posed to the group for consideration
emphasized the problem formulation stage of risk assessment instead of clean-up and
reducing the immediate risks to ecological receptors. From the perspective of the
environmental community, when a contaminated site is identified or listed EPA has
already made an assessment that the release of a hazardous substance has occurred and
the environment is at risk.  With regard to risk assessment for management of
contaminated sites he noted that:

•   Focusing on the effects of spatial scale is not relevant in determining whether or not
    the site is contaminated.

•   Furthermore, focusing on larger populations effects can mask the fact that smaller
    highly contaminated sites are causing mortality in individuals. The main emphasis in
    ecological risk assessments for contaminated site management should be on how to
    clean up the site as opposed to determining whether a site should be cleaned up.

•   Dr. Fry asserted that the first question to be answered is how to remove or control the
    greatest risks in a timely fashion.  The next step is to assess whether there is
    additional environmental contamination that should be addressed. Dr. Fry discussed
    two contrasting cases where this important question was addressed differently.

•   The Exxon Valdez oil spill was a case of a large environmental release that, while
    large, was a relatively simple site from the perspective of problem formulation and
    cleanup. The problems and risks were identified quickly, cleanup was conducted, and
    a long-term monitoring program was put in place to determine if the system was
    recovering or additional actions were required.

•   By contrast, DDT releases into the southern California Bight involved 20 years of
    investigation and an additional 10 years of litigation, during which ecological
    resources continued to be exposed to DDT.

   Dr. Fry commented on the use of probabilistic  risk assessment for management of
contaminated sites and the influence of politics on risk management decisions.
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•  He acknowledged that a modeling assessment may be useful in making judgments
   about the relative importance and uncertainty of the risks, but probabilistic
   assessments are not a substitute for field data.  Field data are needed to make remedial
   decisions.

•  Dr. Fry also expressed the view that the environmental community often perceives
   that good science is circumvented by political decisions. EPA's proposal to publish a
   tissue-based selenium criterion instead of the well developed water quality criterion
   was, in his view, a good example of this. This appeared to be a political decision
   based upon relaxing the selenium water quality standard rather than basing the
   decision on good science.  He stated that when the politics of cleanup undermines
   science, it corrupts the system.

Discussion of Points Raised by Dr. Fry

After Dr. Fry's presentation the group discussed the following points.

   The group discussed Dr. Fry's observation that ecological risk assessments  and
associated investigations have not been focused on whether to clean up, but how much to
clean up. Workshop participants noted that investigations of the nature and extent of
contamination and evaluations of potential risk reduction associated with resources
expended are required elements under contaminated sites statutes.  Dr. Fry agreed, but
stated that the paradigm could be shifted to focus first on clear and obvious hot spots or
source removal and then use a long term monitoring program to determine what else
should be done. A workshop participant expressed the opinion that it is important to keep
the science in the ecological risk  assessment separate from the political process.

   One participant offered the observation that for some contaminated sites, it  may not be
necessary to factor ecological risk assessments into cleanup decisions. As an example he
cited the Tannery Bay site in White Lake (near Lake Michigan), where the sediment
clean up criteria were based on the extent of observed color (purple) and the presence of
hides and hair. Even though there were high levels of chromium and mercury  found in
the sediments (up to 5,000 ppm), there were no adverse effects observed in toxicity
testing of the sediments. In this case, the site was remediated mainly because the lake
was used as a "landfill", not because of ecological risks.

Dr. Sprenger 's Presentation

   Dr.  Sprenger is  an ecotoxicologist with U.S. EPA's Office of Solid Waste and
Emergency Response (OSWER)  and one of the authors of EPA's 1997 ecological risk
assessment guidance for Superfund. Dr. Sprenger stated that his experience is  principally
with Superfund contaminated sites.  Under the Comprehensive Environmental  Response
Compensation, and Liability Act (CERCLA) and the associated National Contingency
Plan (NCP), ecological risk assessments are inherently part of a legal process, bounded
by the laws of that process, and are  therefore constrained by the legal  process and social
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pressures associated with these sites. Dr. Sprenger described some of the legal/regulatory
requirements and constraints for ecological risk assessment under CERCLA.

•  As defined by regulations under CERCLA, the role of the ecological risk assessment
   is that it (1) establishes a legal authority for an action, and (2) develops the
   information that can be used to set the preliminary remediation goals.

•   CERCLA constrains the ecological risk assessment process in that it may only
   consider chemical releases, the ecological risks should be evaluated within the
   confines of the site, and the protective remedies should address the standard set in the
   law.

•  Many Superfund sites are relatively small, 2 to 10 acres, and by legislative
   requirement a remedy should be protective of human health and the environment
   within the site boundaries. By law, the site investigation (including the ecological
   risk assessment and the remedy) should focus on the site, or the investigation is not a
   legal expenditure of resources under the law. This can preclude looking at larger
   spatial,  temporal, or even population-level effects that would occur outside the site.

•  There is sufficient flexibility written into the ecological risk assessment guidance
   documents to consider the issues of scale, time, and populations.  However,
   application of scales in contaminated site risk assessments is constrained by:

              1.  Legal requirements under CERCLA;
              2.  Timing and funding issues associated with conducting the site
                 investigation; and
              3.  Uncertainty by site managers as to how the additional information
                 will assist them in making site management decisions.

   Dr. Sprenger described a paradoxical situation arising in the case of point source
releases to a stream. At the local site level, a community level response  could be readily
demonstrated.  However, relative to a population level view of the entire stream, there
may not be an  impact even though a point impact might be observed. Under CERCLA, a
remedy should protect resources at the  point release (i.e., "the site").  While the Agency
is open to assessing risks at different scales, practical considerations make this difficult.
There is a need to explore how the Agency could implement spatial, temporal, and
biological scales within the confines of the law.

   Dr. Sprenger commented on problem formulation in ecological risk assessments for
CERCLA and  decision making in the presence of uncertainty. He observed that:

•  Formulation of specific problems incorporating testable hypotheses has not been
   effectively conducted across all CERCLA site evaluations. There is  a need to explore
   how to bring more specificity into the problem formulation and risk question setting,
   as this process has not been changed for many years.
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•  Decision making in the presence of uncertainty is constrained by the legislative
   program regulating the site.  Where there is uncertainty, Agency decision-makers
   should select the conservative protective remedy.

•  Additional data can reduce the uncertainty  associated with decision making, but there
   is a financial tradeoff between  study cost and remediation cost that needs to be
   considered.

•  There are sites where a remedy will always be the same in terms of scale and cost,
   and additional study won't change the risk  management decision.  For example, in the
   case of industrial lagoons a lot of money can be spent on investigations and risk
   assessments, but the need for remediation is known and the options and scale of the
   remediation are known.  Sometimes this is  misconstrued as selecting the remedy
   beforehand and then constructing an ecological risk assessment to fit the
   preconceived notion.

•  Under CERCLA, ecological  risk assessments are conducted to provide information
   for site-specific remedies.  There are opportunities at some sites to conduct good
   studies that can influence remedy costs in a positive way.  The Clark Fork River in
   Montana is an example that illustrates how the study and the ecological risk
   assessment helped point out  opportunities to protect human health and the
   environment while not having to undertake the costly removal of all contaminated
   soils and sediments.

•  The risk assessment community could benefit by having additional examples or case
   studies that highlight how the conduct and  findings of the ecological risk assessment
   did or did not impact the final remedy decision.

Discussion of Points Raised by Dr. Sprenger

   The group discussed the following points in response to Dr. Sprenger's observations
on questions related to spatial, temporal scale and population level risk assessments.

•  Some participants  noted that incorporating  spatial considerations into an ecological
   risk assessment is a "slippery slope" in the  sense that one should determine how far to
   go down that path  before the site assessment is meaningless.

•  Incorporation of temporal scale can be equally "slippery."  Temporal scale is
   discussed even less than spatial scale. Implicit in remedial decision making for
   contaminated sites is that sites  should be returned to functionality as soon as possible.
   However, it is also important to think of these decisions in terms of ecological
   timelines.

•  Dr. Sprenger noted that consideration of spatial and temporal scale can be feasibility
   study questions that define bounds beyond  which no further action or natural
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    attenuation can be considered.  However, he noted that if temporal and spatial
    boundaries are large enough, toxic effects could be lost in the noise.

•   A participant pointed out that the problem of assessing effects which are often severe
    at a point of maximum exposure versus assessing effects for an entire stream, lake, or
    forest (where the effect may be negligible) can be avoided by defining an assessment
    population or assessment community using EPA's generic ecological assessment
    endpoints1. This problem may be addressed by recognizing that the endpoint attribute
    for a population or community may be defined at a lower level of organization2. For
    example, if the assessment population is the clapper rails in a marsh treated with
    pesticides or sunfish in a stream reach receiving waste leachate from a storm event,
    then the attribute may be the proportion killed by a treatment or leaching event (an
    organism-level attribute). It is not necessary to apply a population-level attribute
    such as changes in the population growth rate.

•   A participant pointed out that in ecological risk assessment additional investigations
    can be balanced against reduction in remediation costs as well as reduced uncertainty
    associated with the nature and extent of contamination and exposure.

Dr. Stahl 's Presentation

   Dr. Stahl has been involved with ecological risk assessment for DuPont since 1993.
He noted that DuPont has conducted  work at 188 sites in the U.S. and others overseas,
and that about 20 sites are under active consideration at any one time.  He stated that risk-
based decisions are being made in Europe as well  as Latin America and Asia.  Dr. Stahl
expressed the opinion that ecological risk assessment of contaminated sites can be
improved, and he focused his comments on the workshop's cross-cutting issues.

•   The problem of addressing spatial scale may be made more tractable by finding areas
    with  commonalities and parsing out some of the space issues. He noted that
    historically there have been many ecological risk assessments conducted at small
    sites, but large  sites such as the Hudson, Housatonic, or Passaic Rivers are being or
    will be assessed in the future and the issue of scale can be better examined. Mining
    sites  are also examples of large sites.

•   Adding temporal scale to risk assessment is difficult because many sites have slow,
    chronic releases of contaminants, but there are no available data on original
    conditions to assess the ecological effects that may or may not have occurred. It is
    difficult to predict what a site will look like after implementing a remedy, and
    temporal scale  issues may not receive attention because industry does not view
    remediation as a long-term business opportunity.  Companies are in the business of
 U.S. EPA. 2003. Generic Ecological Assessment Endpoints (GEAEs) for Ecological Risk Assessment.
EPA/630/P-02/004B. Risk Assessment Forum, Washington, DC.
2 Suter, G.W. II., S.B. Norton, A. Fairbrother. 2005. Individuals versus Organisms versus Populations in
the Definition of Ecological Assessment Endpoints. Integrated Environ. Assess. &Manage. 1:397-400.
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    removing liabilities from their corporate books. Generally, follow-up monitoring is
    not done, possibly because risk managers may not want to find out they made the
    wrong decisions.

•   An approach to risk management decisions in the face of uncertainty might be to
    provide a mechanism for making and implementing remedial decisions, and then
    requiring long-term monitoring that could trigger additional work if the expected risk
    reduction is not achieved.

•   Regarding the assessment of risks at different biological scales, Dr. Stahl noted that it
    is easier and cheaper to do small-scale individual studies, and then extrapolate those
    to populations. While tools are available to conduct population-level studies, it is
    important to understand whether the decision is so important that it is necessary spend
    the money and time to conduct those kinds of investigations. The Department of the
    Interior has started a Natural Resource Damage Assessment and Restoration Advisory
    Committee under the Federal Advisory Committee Act to look at similar issues.  One
    of the objectives of this committee is to determine if there is a way of constraining
    investigations and get to an answer in a reasonable amount of time, and these findings
    will likely relate to risk assessments.

•   The problem formulation stage of risk assessment seems to be receiving greater
    attention than it has in the past and is involving EPA and stakeholders earlier in the
    process. A difficult part of problem formulation is getting the risk managers to spend
    the time to talk through all of the issues.  It is important that the risk assessment team
    talk through data collection and actions to be taken based on the results. It is
    important to identify testable hypotheses, but they need not necessarily be
    statistically-testable.  Rather, they are a set of conditions that the parties believe may
    be occurring and are tested accordingly.

•   For decision making in the face of uncertainty, there are really three options:
          More study to reduce uncertainty;
          Make a decision and move on; or
          Make a decision with monitoring and triggers for further action if needed.

   Dr. Stahl identified two big issues that require additional attention to improve
ecological risk assessments: 1) assessment of multiple stressors,  and 2) watershed level
assessments.

Discussion of Points Raised by Panelists

   Workshop participants discussed a number of points following the panel presentations.

•   A participant asked whether looking specifically at the ecological conditions at a site
    would result in more conflict with local authorities. Ms. Meredith responded that for
    her site she brought all the stakeholders together early to articulate their needs, but in
    the end the WDEQ made the final decision.  Dr. Sprenger pointed out that at the
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    Coeur d'Alene Superfund site the remedy was well received in Idaho where there was
    support for the mining industry, it was not well received downstream by constituents
    in Spokane, Washington. In this case, a watershed approach to the risk assessment
    was needed because there were multiple constituencies.

•   A commenter observed that the ecological risk assessment guidelines discuss "the
    likelihood of adverse effects," but this can mean different things. Most risk
    assessments just look at harm and are not predictive.  There is not consensus on what
    is "harm." Dr. Sprenger stated that this is why problem formulation needs more
    attention.  Superfund risk assessments might apply environmental epidemiology or
    toxicology studies but not probabilistic risk assessment. Dr. Sprenger stated that in
    fact, most Superfund ecological risk assessments are more "lexicological risk
    assessments" or "hazard assessments" - not necessarily a true "risk assessment."

•   A state site manager stated that he wants to know what risks need to be mitigated and
    the level of certainty associated with those risks.  He stated that assessors and
    managers need to sit down together early and, without compromising the integrity of
    the science, make sure the assessors understand the kind of information the manager
    will need. Furthermore, there is a need to understand not only the cost of the remedy
    and the resultant reduction in risk but also to understand the impact to the
    environment of implementing the remedy.  This analysis is generally not done in the
    ecological risk assessments but could be part of problem formulation.

Ecological  Risk Assessment in Management of Contaminated Sites
Group Summary Report

Definition of Spatial and Temporal Scale in Ecological Risk Assessments for
Management of Contaminated Sites

•   During the problem formulation stage of an ecological risk assessment, it is important
    to consider spatial and temporal scale and representative data collection issues.
    Spatial scale is important in evaluating exposure routes  at contaminated sites.  Spatial
    components have a major influence on large sites, and sampling plans should match
    the scales of sites.  Temporal scale should be considered when determining time
    frames for remediation of contaminated sites.

•   The appropriate temporal scale of a risk assessment will depend on the chemical
    contaminants, media, and episodic events to be considered. Other issues to be
    considered in determining temporal scale include specific ecological receptors,
    possible reoccurrence of contamination, and recovery time of the system. It is
    important to reach agreement with stakeholders on scale issues during the problem
    formulation stage of the risk assessment.

•   It is also very important to understand the hydrology at  a contaminated site in order to
    address issues of connectivity and deposition, and determine the appropriate spatial
    scale of the risk assessment.
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•  It will be important for EPA to provide information to states on "lessons learned"
   about the effect of spatial and temporal scale issues on the quality of analyses. It is
   very difficult to pull this kind of information from existing state and EPA databases.

•  During the problem formulation stage of the risk assessment, it is important to match
   the scale of exposure sampling with the effects questions being answered (i.e., the
   receptors). It is not possible to complete an accurate risk characterization unless
   exposure is linked to effects.

•  In the problem formulation stage of the risk assessment, it is important to consider
   whether neighboring sites within a watershed should be included in the assessment. It
   is current practice to sometimes assess risk at contaminated sites without considering
   the cumulative risks within a watershed.

•  At small sites, a "streamlined" risk assessment process is often used. This approach
   can result in insufficient problem formulation and affect the quality of analyses.
   During problem formulation, it is particularly important to link the data quality
   objectives process to the risk assessment so that representative data can be collected.

   The group discussed how spatial and temporal scales can affect the utility of analyses.
The following issues were discussed and recommendations for improvements in the
process were identified.

•  The utility of analyses conducted in ecological risk assessments are dependent on the
   linkage of spatial and temporal scale with biological organization. It is essential to
   match the scale of a risk assessment with the questions that should be answered.

•  The scale of a study conducted to assess ecological risks at a contaminated  site should
   match the scale of the remediation  alternatives considered. Remedial alternatives
   such as bulldozing and dredging are associated with differing levels of precision and
   a risk assessment of one size may not provide appropriate information to support
   these activities.

•  An iterative ecological risk assessment process should be  applied at contaminated
   sites where long-term problems should be addressed.  This procedure would enable
   adaptive approaches to be applied to risk management.

•  Peer review should be conducted after the problem formulation stage of a
   contaminated site risk assessment and then repeated at points throughout the process.

•  The technical sophistication of a contaminated site ecological risk assessment is not
   always justified by the utility of the information provided. More resource
   requirements and higher costs  for the risk assessment do not always equate to higher
   quality and utility. It is important to ensure that representative data are collected.
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•   It is important to ensure that sampling plans for ecological risk assessments at
    contaminated sites match the scale of the site to be assessed.

•   Ecological risk assessments could be enhanced by making the process more iterative
    and conducting peer review after problem formulation and throughout the process.

•   Risk assessors should take advantage of recent advances in technology and tools for
    the analysis and interpretation of data. Application of such tools can enhance
    ecological risk assessments.  These tools include: geographic information system
    mapping technologies, remote sensing technologies, spatial statistics,  population and
    exposure modeling, and improved access to large databases.

•   Risk assessors should focus more attention on data quality relative to
    representativeness of the data.

•   Ecological risk assessments conducted at sites where the chronic sublethal effects are
    of concern could be enhanced by applying population and community models. Such
    models are not often used and additional guidance is needed for application of these
    kinds of models.

•   There is a need for a national database containing information on ecological risk
    assessments that have been conducted for management of contaminated sites and
    other purposes.  Case  examples could be included in such a database to provide useful
    information on the strengths and weaknesses of various risk assessment approaches.
    Central data exchanges are improving. For example, five year EPA Superfund
    program reviews provide useful abstracts of risk assessment study results.

•   Additional basic life history information, such as home ranges and organism
    distribution, is needed for many species to improve assessment of exposure to
    contaminants and ecological risk. There is often a mismatch between  available
    ecological and toxicity information for species at contaminated sites.

•   Long-term ecological  research is needed for some large scale contaminated sites.
    Post remediation monitoring is needed to improve our understanding of how risk
    assessments can be enhanced.  Criteria should be set for assessing the outcome and
    success of contaminated site remediation. Exploratory long-term ecological research
    can also be conducted at these sites, and adaptive management approaches can be
    demonstrated.

•   Ecological risk assessment for management of contaminated sites should be
    approached from a watershed perspective, not from only the perspective of operable
    units.

Definition and Incorporation of Biological Scale into Ecological Risk Assessments for
Management of Contaminated Sites
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•  It is important to initially define what resources are to be protected (answer the "so
   what?" question) and identify the appropriate assessment endpoints.  The main
   concern of ecological risk assessors should be effects on populations. However, risk
   assessments are currently often focused on the protection of individuals and therefore
   may not be of high quality.

•  Species distributions of LCSOs do not relate to protection of communities and
   therefore may or may not be protective. There is a high level of uncertainty in the
   level of protection associated with the use of species sensitivity distributions.

•  Ecological risk assessments are not often focused on assessing indirect effects such as
   those associated with habitat loss or competition. Toxicity studies may not reflect the
   state of populations in the field.

•  Attributes of populations may be incorrectly applied in ecological risk assessments.
   For example, concepts such as the protection of functional feeding classes should be
   considered. There is a need to communicate why higher level entities such as feeding
   classes should be important as receptors and endpoints in a risk assessment.

•  It is important to link the nature of contaminants to the appropriate receptors and
   develop an understanding of why particular organisms should be studied.

•  The question of remediation versus restoration of contaminated sites drives study
   designs for ecological risk assessments at contaminated sites.  The consequences of
   making a mistake also drive the design of the study (e.g., consideration of the effects
   of persistent organic pollutants versus consideration of the effects of nutrients).

•  In some but not all cases, protecting individuals may protect populations. Focusing
   risk assessments on individuals will therefore result in some level of uncertainty in
   the assessment of effects on populations. The level of certainty associated with
   ecological risk assessments can be increased by using multiple lines of evidence of
   biological responses. However, all lines of evidence are not equal in quality, and
   rules are needed to define how multiple lines of evidence should be evaluated.

•  Evaluating a small number of species a site will lead to uncertainties that can hamper
   decision making. The power of various lines of evidence should be assessed during
   problem formulation to determine which line of evidence is useful for decision
   making.

•  The ecological risk assessment process could be enhanced by using population
   models. More models could be used early in the risk assessment process and "pre-
   surveys" could be used to look at the power of various kinds of analyses. Sensitivity
   analyses would be useful in this regard. EPA should consider recommending or
   identifying appropriate models for various uses and developing a menu of optimal
   tools for use in certain risk assessment  scenarios.
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•   "Informed consent" during problem formulation is important. Risk assessors should
    determine how and when the assessments, and data generated, will be used.

•   Data and metrics on rates are needed to make predictions concerning appropriate
    levels of biological organization.

•   Life history information could be augmented for many species of concern. There is
    great need for additional life history information for vertebrates.  Information for
    more species should be included in EPA's exposure factors handbook. Additional
    research is needed to provide more life history information for common or important
    species and  to link tissue residues and toxicity test results to biological levels of
    organization (e.g., to link tissue residues to community effects).

•   The quality  of ecological risk assessments should be improved so that decisions are
    legally defensible.

•   Benefit/cost assessments are needed. Ecologists and economists do not communicate
    well because typical monetization methods cannot be used for ecological systems.
    However, it is important to assess the benefits associated with risk management
    alternatives. More information is needed for valuation of resources and assessment of
    ecological services and this information should be provided on multiple scales and
    from the perspective of multiple stakeholders.

Overarching Recommendations Concerning Spatial and Temporal Scale for Ecological
Risk Assessment at Contaminated Sites

•   Methods exist to conduct ecological risk assessment at different scales, but more
    relevant data and explicit guidance are needed to do this. It is particularly important
    to have more guidance on how to evaluate lines-of-evidence.

•   In the problem formulation stage of the risk assessment, it is essential to get clear
    "buy in" from stakeholders on the scales to be considered. It is also  important that
    stakeholders understand that large spatial scales and long temporal scales require
    modeling. Outside peer review and stakeholder input is necessary during  problem
    formulation. Use of an iterative process and adaptive management will also promote
    stakeholder buy in to the process. In addition, is important to emphasize the
    importance of problem formulation in driving the risk assessment.

•   Models should be applied in the problem formulation  stage of the risk assessment.
    During problem formulation, applicable population, community, and landscape
    models should be selected for use.  These models should be used to identify
    uncertainties and conduct sensitivity analyses.

•   A very clear statement of the consequences of remediation should be developed (i.e.,
    risk versus remedy versus time scale). Development of such a statement is essential
    for risk assessments conducted at large scales.
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•   It is important to consolidate lessons learned from previous risk assessments to guide
    future risk assessment activities.

•   There is a great need for short- to long-term post remediation monitoring activities in
    order to conduct improved outcome assessment (e.g., long-term ecological research
    model). These activities should be part of original planning for a baseline
    comparison.

•   Effective communication with stakeholders and relevant professionals is absolutely
    essential in conducting risk assessments at critical scales, especially broad  scales.

•   Tangible action from EPA to address guidance and research needs is essential in
    order to realize the full potential of considering spatial and temporal scale issues in
    ecological risk assessments.

Problem Formulation

•   A number of preliminary issues were discussed by the group including:

       -  The need for clarification during the problem formulation of the natural
          resource goals and cleanup  management decision that would be made under
          CERCLA, RCRA, and state programs. For example, if managers will be
          making a decision based on human health concerns, should the problem
          formulation reflect this early on?

       -  What role could, or should, net benefit analysis have in problem formulation?
          Net benefit analysis (NBA) compares incremental positive effects as a result
          of removing or mitigating a contaminant or pathway, with incremental
          negative effects that can occur such as disturbing habitat for threatened and
          endangered  species. The need for, and tools to conduct NBA should be
          considered during the problem formulation.

       -  What role should cost benefit analyses (CBA) have and what are the tools
          available to  do that? Participants noted that conducting cost-benefit analyses
          would require more work than is usually completed for an ecological risk
          assessment.  Participants questioned whether cost-benefit issues should be
          separated from other science-based questions.

•   An "up front" analysis of questions that are critical to decision making can be useful
    in deciding what to measure in a risk assessment. For example, if decision makers
    knew that their decision might be based on effects on a particular species, they might
    not want to invest heavily in certain measures.  In this regard, there is tension
    between a managers' need for a timely, economical, implementable  solution to a
    contaminated site problem and the  scientists' desire to reach the best possible answer
    through research.
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•  A participant expressed concern that limited studies do not provide a basis for a
   comprehensive cost-benefit analysis for contaminated site remediation.  In this
   regard, it is important to consider not just the population protected, but how
   protection affects interactions with other species.  Because risk assessments always
   focus on a subset of organisms, assessors do not gather data needed to assess all of
   the benefits of remediation.

•  Other participants noted that assessors might work with stakeholders to prioritize
   risks during problem formulation and decide which are the most important. Concern
   was expressed that it might be difficult to do this early in the process and that an
   iterative problem formulation approach might be useful.

•  EPA's Guidelines for Ecological Risk Assessment should be more widely and
   consistently used in problem formulation. A reviewer checklist associated with the
   Guidelines should be developed.  The goal of the checklist is to ensure that various
   important points (e.g., adequacy of problem formulation, consideration of possible
   management  strategies in problem formulation, connections between assessment and
   measurement endpoints, and consideration of data quality objectives) are adequately
   addressed at all sites. The implementation of such a checklist would improve the
   clarity and consistency of the process for all involved.  The checklist could be
   evaluated by  all parties at the end of problem formulation, or could be the basis for a
   peer review.

•  A recommendation is that a peer review be conducted at the end of the problem
   formulation stage to ensure that the science applied in the risk assessments is
   appropriate to the management goals.  Currently, scientific review of risk assessments
   does not occur until after the data have already been collected and analyses
   completed. Independent review at the end of the problem formulation stage of a risk
   assessment would insure that assessment endpoints could be linked to goals, and that
   the science applied would provide the data needed to answer the risk management
   questions. An additional peer review,  at the completion of the draft risk assessment,
   will continue to be useful.

•  The group discussed the stage of the process when peer review occurs, and the extent
   to which modifying the timing of peer review could improve the process. For high
   priority (i.e., high risk,  high cost) sites, problem formulation and study design should
   be submitted  for peer review by an independent scientific panel prior to
   implementation of the study.  Such peer review early in the process will strengthen
   ecological risk assessments.  Peer review would be beneficial at sites where there  is
   conflict about the study design as well as at sites where there are no conflicts. The
   identification of sites where early peer review would be triggered could be based on a
   recommendation or predetermined criterion or based on a post remediation audit
   evaluation of prior risk assessments. The composition of a panel convened for
   problem formulation may be different from the composition of a panel formed for a
   study design review.
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•   Problem formulation could also be improved by identifying very specific endpoints
    such as effects on populations. However it is important to link measurement
    endpoints to assessment endpoints. A concern to be considered when quantifying
    measurement endpoints in the problem formulation stage is the possibility of
    prejudging an assessment. It is important to distinguish between the data quality
    objectives process and a determined level of effect that would trigger management
    action.  These are problems associated with implementing EPA's Guidelines for
    Ecological Risk Assessment rather than problems associated with the Guidelines
    document itself.

Incorporation of Testable Hypothesis into the Design of Ecological Risk Assessments for
Management of Contaminated Sites

•   Participants expressed the opinion that the term "testable hypothesis" does not belong
    in the problem formulation step and actually  confuses the issue or creates conflict.
    Testable hypotheses with well  defined error rates may not provide the information
    needed to estimate risk. Estimation of risk is the purpose of the risk assessment.

•   Regulated parties at contaminated sites frequently criticize contaminated site risk
    assessments as being too vague; removing testable hypotheses from the assessment
    could make this criticism sharper. However, estimation methods could be substituted
    for hypothesis testing.  For example, after formulating a risk management decision
    that is based on an unacceptable (i.e., remediable) risk or toxic response for a specific
    receptor group, an estimator in the form of an expected toxicity testing a dose
    response curve should be developed.  Participants noted that consideration of testable
    hypotheses or estimation methods could be moved from the problem formulation into
    the data collection step of an assessment.

•   Participants suggested that it might not be necessary to require testable hypotheses.
    However, if they are to be applied in risk assessments it will be necessary to provide
    improved definition and guidance for their development.  It is particularly important
    to provide guidance concerning the statistical element of the testable hypothesis (e.g.,
    Type I and II error).

•   EPA's Framework for Ecological Risk Assessment is very useful and is "standing the
    test of time." However there are differences in the practice of ecological risk
    assessment from site to site, and additional help  or guidance would be useful.

•   There is a general lack of understanding of whether remediation of contaminated sites
    has resulted in the ecological improvements upon which the requirement for action
    was based.  This is not a problem associated with the existing ecological risk
    assessment framework but with follow-up monitoring and evaluation of remedial
    actions.  However, it is difficult to measure the success of remediation, and it has not
    been sufficient to demonstrate that a limited number of contaminated site
    remediations, permits, or other actions have been successful.  Two recommendations
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    from the discussion were that (1) to the degree practicable the Agency or SAB should
    evaluate improvements brought about by site remediation, and that (2) long-term
    monitoring should be explicitly considered during the problem formulation, and in the
    remedy decision documents.  The latter may require development of an appropriate
    guidance document.

•   It is important to involve risk managers in problem formulation at an early stage of
    the risk assessment.  A rigorous framework for addressing risk management decisions
    at an early stage of the assessment, without compromising the process and precluding
    important alternatives, would be useful.  Greater attention should be focused on
    ensuring that the selected measures of risk for which data will be collected are
    appropriate in the context of their intended use in decision making. It may be
    beneficial to use a conceptual site model for initial analyses needed to facilitate these
    kinds of discussions.

Contaminated Site Decision Making in the Face of Uncertainty

•   There are cases in which a probabilistic risk assessment can be useful in conveying
    the uncertainty of an ecological risk assessment. However, in many cases a
    probabilistic ecological risk assessment that incorporates the variety of uncertainties
    associated with ecosystems may not help management decisions. Dealing with
    ecological risks is unlike human health risk assessments in which a large amount of
    data are available to assess effects on a single species. Therefore, it is important to
    have clear exposition of the magnitude of the factors driving the uncertainty of the
    ecological risk assessment, the sources of the parameters, and the assumptions used.
    In some cases sensitivity analysis can be useful in this regard.

•   Risk assessors should be aware that some uncertainties, such as those associated with
    interspecies extrapolation, are not easily quantified. Moreover, explaining
    probabilistic risk assessments to the public can be difficult, and these kinds of risk
    assessments can be difficult to interpret. It is easier to communicate a deterministic
    hazard quotient used in a risk assessment than a probabilistically derived hazard
    quotient.  If probabilistic risk assessments are conducted,  risk assessors should ensure
    that those who review and use the results know what the results mean and can
    distinguish "good" results from "bad." Probabilistic risk assessments can also be
    correct but may miss major issues.

•   Probabilistic approaches are, however, useful in understanding the implications and
    degree of protectiveness of various remediation options.

•   A post remediation audit program could reduce decision-making uncertainties  at new
    contaminated sites. EPA, in conjunction with other agencies,  should evaluate the
    effects of clean-up on sites remediated 5-20 years  ago. Such a retrospective analysis
    will build a database that could be used to reduce uncertainty in  decision making.

Net Environmental Benefit
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Net environmental benefit analysis is an important tool that could be used to a greater
extent in the practice of ecological risk assessment. Net environmental benefit
analysis can be used to evaluate the risks of a contaminated site remedies to the
ecosystem and answer questions such as "does cleanup cause more harm than good?"
Net environmental benefit analysis can also be used to compare the risks of various
remedy options to the ecosystem. Where appropriate and warranted, net
environmental benefit analysis could be incorporated into a risk identification
feasibility study. This concept has already been incorporated into EPA's Guidelines
for Ecological Risk Assessment; however EPA should develop a process and/or tools
for conducting net environmental benefit analysis at an appropriate spectrum of sites.
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APPENDIX N - SUMMARY OF NATURAL RESOURCE
PROTECTION BREAKOUT GROUP PARTICIPANTS, PANEL
DISCUSSION, AND REPORT

Facilitator    Kenneth Dickson, University of North Texas

Rapporteurs    Judith Meyer, University of Georgia and James Oris, Miami University

Panelists      Bruce Hope, Oregon Dept. of Environmental Quality
              Eugenia McNaughton, U.S. EPA
              Jennifer Shaw, Syngenta
              Terry Young, Environmental Defense

Participants:   Steve Bay, SCCWRP
              Pietr Booth, Exponent
              Grant Cope, Congress
              Clifford Duke, Ecological Society of America
              Robert Frederick, U.S. EPA
              Tala Henry, U.S. EPA
              Chester Joy, U.S. Government Accountability Office
              Lawrence Kapustka, Golder Associates
              Iain Kelly, Bayer Crop Science
              Danny Lee, U. S. Forest Service
              Deborah Lester, King County Natural Resources
              Lawrence Master, NatureServe
              Bernalyn McGaughey, Compliance Services International
              Angela Nugent, U.S. EPA
              Marianne Ottinger, University of Maryland
              Judith Meyer, University of Georgia
              Joan Pioli, Menzie-Curie and Associates
              Damian Preziosi, Integral Consulting
              Amanda Rodewald, Ohio State University
              Andy Rowe, GHK International
              James Sanders, Skidaway Institute of Oceanography
              Stephanie Sanzone, George Mason University
              Rita Schoeny, U.S. EPA
              Michael Slimak, U.S. EPA
              Robin Stewart, USGS
              Eric Stokstadt, AAAS
              Vivian Turner, U.S. EPA
              Ivor van Heerdon, Louisiana State University
              Steven Wharton, U.S. EPA
              Rick Ziegler, US EPA
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Panel Discussion - Ecological Risk Assessment in Natural Resources
Protection — Facilitator: Dr. Kenneth Dickson, University of North Texas;
Rapporteur: Dr. James Oris, Miami University; Invited Panelists:  Dr. Bruce Hope,
Oregon Department of Environmental Quality; Dr. Eugenia McNaughton, U.S. EPA
Region IX; Dr. Jennifer Shaw, Syngenta Corporation; Dr. Terry Young, Environmental
Defense (See Panel biosketches in Appendix J).

   Dr. Dickson introduced the panelists and stated that the purpose of the session was to
discuss how to advance the state of the practice of ecological risk assessment for natural
resource protection. He commented on how risk assessments for the purpose of natural
resources protection are different from other kinds of risk assessments. He noted that in
these kinds of risk assessments assessors  should often be concerned about stressors other
than just chemicals. Such assessments should often be conducted at landscape scales.  He
encouraged the panelists and participants to discuss issues, challenges, and make the
recommendations necessary to "take ecological risk assessments for natural resource
protection to a higher level." He also introduced four cross-cutting issues to be discussed
in the session: 1) Effects of spatial and temporal scales; 2) Biological organization; 3)
Problem formulation and testable hypotheses; and 4) Decision making in presence of
uncertainty.

Dr. Young's Presentation

    Dr. Young introduced a document developed by the EPA Science Advisory Board
Ecological Processes and Effects Committee, A Framework for Assessing and Reporting
on Ecological Condition15  (SAB Framework Report). Dr. Young discussed the following
points:

•   The SAB Framework Report was developed to provide advice and recommendations
    to EPA on how to evaluate the ecological  condition of systems.

•   The SAB Framework Report establishes a hierarchical scheme to describe systems,
    and provides endpoints and factors to consider during the problem formulation stage
    of an ecological risk assessment.

•   The SAB Framework Report is focused on attributes, not stressors. EPA is good at
    focusing on stressors, but condition parameters can be used to evaluate multiple
    stressors.

•   Many attributes are associated with ecological condition. Therefore, a hierarchical
    scheme and guiding principles are needed to look at patterns and processes.  Dr.
15 U.S. EPA Science Advisory Board. 2002. A Framework for Assessing and Reporting on Ecological
Condition: An SAB Report. Edited by T. F. Young, and S. Sanzone, EPA-SAB-EPEC-02-009.  U.S.
Environmental Protection Agency, Washington, D.C. (http://www.epa.gov/sab/pdf/epec02009.pdf)
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    Young referred to Table EF-1 in the SAB Framework Report and described how
    biotic condition could be described using the hierarchy to explicitly focus on the
    species and population level while also looking at communities and ecosystems.

•   In conducting ecological risk assessments it is important to ask the question, "are
    there landscape effects?" Biological scales are embedded in the hierarchy in the SAB
    Framework Report. Processes are also embedded in the hierarchy. Use of the
    hierarchy also enables the consideration of time scales. Dr. Young suggested that the
    group might talk further about how the might be useful for looking at ecological risk
    assessment.

Dr. Shaw 's Presentation

   Dr.  Shaw commented on the issues proposed for discussion in the workshop breakout
session.  She talked about the importance of the following issues and offered suggestions
for improvements to enhance the practice of ecological risk assessment for natural
resources protection.

•   Effects of spatial  and temporal scale.  Consideration of scale is very important to
    informed  decision making.  Species location and distribution will drive the spatial and
    temporal scale of an assessment.  Spatial and temporal scales need explicit definition
    during the problem  formulation stage to be most accurate and useful for decision
    making. If risk assessors are explicit about this at the beginning of the process, they
    can provide information to make management decisions more accurate and reduce the
    potential economic  impact of actions taken. Dr.  Shaw identified the following
    opportunities for improvements in consideration of spatial and temporal scale:

       -  The quality  of risk assessments  could be improved by having better
          information to characterize stressors,  species distribution, and land-use
          characteristics.

       -  There is an opportunity to use more standardized methods and tools to form a
          working basis for characterizing stressors.

       -  There is an opportunity to have  more consistent development of higher quality
          spatial data layers.

       -  There is an opportunity for improved efficiency through single reviews of
          metadata with enhanced updating and managing of data layers.

       -  There is an opportunity for multiple stakeholders to provide different types of
          data and data layers used in risk assessments.  More information can also be
          made available to stakeholders.

•   Consideration of level of biological organization. It is important to be specific about
    resources that need  to be protected. EPA is implementing regulations, policy, and
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   guidance at the programmatic levels that will affect assessment endpoints.  To
   improve the performance of the risk assessments, there is a need to ensure that risk
   assessments can inform decisions that have to be made.  Dr. Shaw stated that an
   appropriate biological scale should be well defined for effective risk management
   decisions.  It is important to know how decisions will be made. It is important to
   understand what the risk manager is protecting, and this should drive the biological
   scale of the risk assessment.

•  Problem formulation and adequacy of testable hypotheses. It is important to ensure
   that risk assessments will provide the information needed to support risk management
   decisions.  Problem formulation needs to clearly identify protection goals.  Policy
   goals should also be established. Dr. Shaw identified the following opportunities for
   improved efficiency and effectiveness in problem formulation and use of testable
   hypotheses:

       -  It is important to recognize that improved problem formulation processes
          effectively set up the work of risk assessment.

       -  Toolboxes of conceptual models are needed for use in problem formulation.
          It is important that risk assessors have the ability to easily modify such models
          for application to particular types of regulatory action.

       -  Increased consistency in development of testable hypotheses is needed.

           Species-specific conceptual  models are needed.

       -  The toolbox should contain a tool that could be used to develop an analysis
          plan.  This would eliminate redoing work that has already been completed by
          others.

•  Decision making in presence of uncertainty.  The reality of risk management is that
   decisions  are made with some degree of uncertainty. To decide how much
   uncertainty can be accepted, it is necessary to look at the quality and relevance of risk
   assessment. It is necessary to consider how much additional work should be done to
   reduce uncertainty and how much the assessment is improved by this work.
   Additional information can provide an understanding of factors such as exposure
   route and  can significantly reduce uncertainty. Risk assessments can drive risk
   management decisions that result in  tradeoffs affecting natural resources.  Such
   tradeoffs should be carefully considered. For example, risk management decisions
   may result in loss of pesticide products needed to manage invasive species. Risk
   management decisions may result in loss of agricultural areas.  It is necessary to put
   risk management decisions into a bigger  context and consider the practicality of
   implementation. Dr. Shaw identified the following opportunities for improved risk
   assessment to enhance decision making in the face of uncertainty:
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       -  It is important to spend time looking at the practicality of risk assessments
           and risk management decisions.

       -  It is important to make an effort to separate science from policy.

       -  Risk assessors and risk managers need to ensure that they are using the best
           available science.

       -  Careful consideration of risk communication is needed.

       -  Statements concerning risk need to be much clearer. Risk assessors need to
           identify  "things that risk managers can't do anything about."

       -  Risk assessors need to separate variability from uncertainty in order to
           determine where risk assessments are inadequate.

Dr. McNaughton 's Presentation

Dr. McNaughton discussed assessment of ecological risks posed by selenium in the
Central Valley of California.  She described the assessment and issues that were
addressed to focus on the protection of natural resources.

•   The Central Valley in California is an  area where there is alluvial soil and it is
    dominated by farming.

•   The land in this area is drained for agriculture.  The Bureau of Reclamation has been
    concerned with how the salt water can be drained and removed from the land.  The
    Bureau decided to move drained water into vacant land.  It was drained into the
    Kesterson Wildlife Refuge.

•   In draining the soil,  selenium was mobilized.  It bioaccumulated and was found to be
    toxic to birds. The grasslands district is north  of this area, and grasslands farmers
    also moved water into a different site in certain times of year.

•   EPA  and other federal agencies have been working with farmers to find solutions to
    the selenium problem. Farmers proposed using the drainage water and moving it to
    the San Joaquin River. They agreed to reduce the selenium in the drainage water by
    using on-farm practices.  This has been a very positive step toward finding a solution
    to the problem and it has evolved into  the first monthly nonpoint source Total
    Maximum Daily Load (TMDL) determination in California.

•   The area now has a very good monitoring program.  Toxicity testing on fish is
    conducted once per month. Water quality, sediment quality and biological
    monitoring is conducted monthly.
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•   The State of California can be proud of accomplishments.  The project has met the
    TMDLs in seven out of eight years. Levels of selenium going into and out the
    grasslands have been reduced.  In some areas (e.g., Mud Slough) levels of selenium
    have stayed high, but in other areas (e.g., Salt Slough) levels have declined in the
    water and in the tissues of monitored species. Biological monitoring has allowed risk
    assessors and risk managers to determine how well risk management measures are
    working.

•   It is important to note that consideration of bioaccumulation has added much
    complexity to the ecological risk assessment and there is work yet to be done because
    there is still selenium in system.

•   In conducting the risk assessment it was necessary to rely on water quality criteria
    that had already been developed. Initial objectives were based on those water quality
    criteria. However, bioaccumulation occurred, and the ecological system was
    impacted.

•   Migratory bird species and sturgeon in rivers are now found in lesser numbers.
    Initially there was not enough information available to make decisions.  However, it
    was necessary to make decisions and it is now necessary to keep reviewing these
    decisions as more monitoring information becomes available. EPA has been unable
    to look at the larger question of whether the environment benefited from the decisions
    that have been made.

Dr. Hope's Presentation

Dr. Hope stated that he has been with the Oregon Department of Environmental Quality
for ten years.  During that period of time he has been applying science in risk assessments
to support the development of regulations. He commented on the issues to be discussed
in the session from his perspective as a risk assessor in a state regulatory agency.

•   Spatial and temporal scale. Dr. Hope pointed out the importance of considering
    spatial and temporal scale issues in ecological risk assessments.  Spatial and temporal
    cale are important issues to consider because of habitat requirements of organisms.
    These  issues are less important in human health risk assessments. However,
    inappropriate legal or other constraints may prevent risk assessors from addressing
    ecologically relevant spatial and temporal scales.  Scales that are ecologically relevant
    may not be manageable on legal  scales.

•   Biological scale.  Dr. Hope pointed out that Oregon is the only state that requires
    evaluation of populations of organisms in its regulatory risk assessments. However, it
    is problematic to create rules that protect populations. Many say that population
    assessments are too data-intensive, and habitat boundaries are too difficult to define,
    to conduct risk assessments at these levels of biological organization.  However,
    moving from science to regulation or from research to operations typically takes from
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    five to twenty years. We are really just beginning to understand to how to move from
    science to regulation in ecological risk assessment.

•   Decision making in presence of uncertainty. Dr. Hope pointed out that regulators are
    always looking for "bright line" standards. A "bad" number is often considered to be
    better than no number. Oregon is one of two states that have published regulations on
    ecological risk assessment.  These regulations require more data and competent
    practitioners to interpret the data. In many cases there is too much work and few who
    can complete the work.  Risk assessors  and managers  have found that going from
    good ecological risk assessment research to practical use is difficult.

•   Problem formulation. Problem formulation is the most important thing to consider in
    the ecological risk assessment. More data, time, and money should be focused on
    problem formulation.  Unfortunately there is pressure  to conduct assessments quickly
    and inexpensively, and this has resulted in the development of conservative screening
    systems that may be of limited use. The results of analyses conducted using these
    screening systems may not  provide definitive results.  This is a problem because the
    public does not like to see regulators changing their minds.

•   Needs for application of "cutting edge" risk assessment methods.  The State of
    Oregon is trying to apply cutting edge methods in ecological risk assessment.  But
    these require money.  It will be necessary to ask whether we value resources enough
    to spend the money to conduct cutting edge risk assessments. We may not need a
    twenty five year study, but we do need better definition of habitat boundaries.  It is
    important to understand that:

        -  Risk assessment work only needs to go "far enough" to be practical.

        -  It is hard to get people to articulate testable hypotheses but they need to be
           spelled out.

        -  An analysis plan has to answer  a question posed by a testable hypothesis.

        -  Problem formulation can save time in the field and help avoid work that is
           not needed.

Discussion of Points Raised by Panelists

   Participants discussed the following points in response to panelists' presentations:

•   A participant noted that the state of Delaware has taken "a beating" over revision of
    the arsenic standard. He stated that there is not enough money to reassess the
    standard. The participant stated that perhaps the burden of proof of standards should
    be on those who want to exploit public trust resources.
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•   A participant questioned how much responsibility scientists have in educating
    decision makers about the limits of risk assessment methods and tools. He stated that
    clients ask how risk assessments should be conducted, but scientists have a
    responsibility to explain the complexity of risk assessments.

•   A participant commented that the polluter should pay for ecological protection. He
    noted that this issue is built into statues.  However, there is a need to better define
    goals.  A level of problem formulation needs to occur in the societal realm.

•   A participant commented that if a goal of risk management is to conserve
    populations, the present way of going about risk assessment (i.e., use of single species
    tests to assess risks before contaminants are registered) will never accomplish that
    goal.  The commenter noted that he was not convinced that it is cheaper to use single
    species tests in risk assessments.

•   A participant commented on the SAB Framework Report presented by Dr. Young.
    She noted that there might be some procedural steps that people should go through
    during problem formulation (e.g., landscape effects, hydrology, and geomorphology)
    that would enhance risk assessment. There may be a need for a professional
    checklist.  She stated that an example to be considered is the protection of wetlands.
    Assessors need to look at landscape level attributes and the hydrology of the area.
    Assessors need to look at geomorphology and disturbance regimes. Formulas and a
    checklist could be used to develop problem formulation templates

•   A participant noted that the language used in the SAB Framework Report is
    appropriate, but it is important to plug it into problem formulation. Assessors may
    find that regulated industries will need to provide better information. It is also
    important to show regulators the benefits of more transparency. The participant also
    noted that laws and regulations have not been chiseled in stone. Progress can be
    made by influencing laws and regulations.

•   A participant noted that the concept of natural system protection is important. For
    example, a great value of wetlands  protection is reduction of storm surges.  The
    participant noted that he would like to see the value of a system "beyond the critters"
    to be brought into ecological the risk assessments.

Dr. Dickson 's Summary

•   Dr. Dickson noted that that a number of topics and ideas for improving risk
    assessments had been raised, and that the discussions would continue the following
    day.

•   He reiterated Dr. Young's idea of assessment of biological condition.  He noted that
    if condition were understood, it could be communicated to the public.  He noted that
    there is also a need to understand habitat quality conditions at the beginning of a risk
    assessment.
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•  He noted that there is a need for more guidance and information on appropriate tools
   for ecological risk assessment and how they can be linked together.  The inadequacy
   of toolboxes might be an area for further discussion.

Ecological Risk Assessment in Natural Resource Protection Breakout
Group Summary Report

•  Members of the group commented that the definition of quality and utility of an
   ecological risk assessment should reflect the needs of both risk managers and
   stakeholders.

•  It is important to consider appropriate spatial and temporal scales in the risk
   assessment in order to avoid missing underlying processes.

•  Early peer review of the risk assessment study designs is needed.

      -  Peer review should occur between Problem Formulation and Analysis stages
          of risk assessments where appropriate (e.g., natural resource protection or
          management of contaminated sites)

      -  Peer review of study designs prior to initiating work plans will enhance the
          quality and efficiency of risk assessments.

      -  Early peer review will help assure that the  assessment study design and
          implementation are appropriate for the risk management goals.

•  Resource constraints may limit the spatial and temporal scales that are applied in a
   risk assessment, and this may impact the quality of the risk assessment.  Insufficient
   analysis may, however, be worse than no analysis.

•  It is important to use spatial scales that are large enough to see patterns emerging
   across a landscape. This viewpoint will provide insight into the assessment of
   cumulative effects. Examples of emerging effects that should be considered at a
   broad scale include declining condition of small streams and the effects of a myriad
   of small point sources such  as leaking underground storage tanks.

•  Broad scales bring the interests of more stakeholders into consideration and can also
   blur details. However, fine  scales may exclude regional and global trends that affect
   local conditions. This perspective may leave the process subject to influences of local
   politics.

•  Spatial and temporal scale analysis may help to integrate a risk assessment into a
   meta-analysis or assessment of a larger scale impact. Such an analysis may also
   develop a body of knowledge useful for other risk assessment projects.
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•   It is important to explicitly incorporate spatial and temporal scale into a conceptual
    model, report it out transparently, and incorporate scale into uncertainty analysis.

•   Tools are available to bring spatial and temporal considerations into the analysis. It is
    not clear whether the number of practitioners with expertise in these areas is
    sufficient to meet risk assessment needs.  Useful tools include geographic information
    system continuous monitors, and models as well as species life history information.
    If additional spatial resolution is needed to describe species abundance and
    distribution, this perspective should be included in the uncertainty analysis.

•   It would be useful to assemble case studies that document the value of incorporating
    the appropriate spatial and temporal scales into a risk assessment.  These case studies
    should be marketed to risk managers.

•   Tools for completing common risk assessment activities,  such as vulnerability
    analysis, should be provided to risk assessors.

•   An interagency effort could be undertaken to develop an ecological version of the
    Integrated Risk Information System (IRIS) that would provide information needed for
    risk assessments.

Levels of Biological Organization in Ecological Risk Assessments for Natural Resource
Protection

•   The EPA Science Advisory Board Framework for Assessing and Reporting
    Ecological Condition should be used as a reference checklist to ensure that
    appropriate levels of organization are considered.

•   It is important to be cognizant of the fact that indirect effects are important in risk
    assessments and they are revealed at levels of biological organization above
    populations. Risk assessors should consider effects at the community, habitat, and
    landscape scales (e.g., chemical predisposing trees to disease).

•   It would be useful to develop standard techniques for assessing risks at specific levels
    of biological organization (e.g., common definitions of habitat types and
    communities). The utility of community level information is demonstrated by the
    sediment quality triad (this includes information on: benthic community measures,
    sediment toxicity tests, and sediment chemistry).

•   In determining the biological scale for assessment endpoints, it is useful to identify
    the level where the effect is most obvious and then look one level up and one level
    down.

•   The state of the science of ecology is not the state of the practice of ecological risk
    assessment. It is important to facilitate the transfer of science into practical use.
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    Ecology is a science and ecological risk assessment is the art of practically applying a
    continuum of tools.

•   Opportunities for research, data collection and demonstration tools to enhance
    ecological risk assessment include:

    -  Studies (including data mining) to assess the value of and uncertainty associated
       with moving from individual to population level assessments.

    -  Studies to search for emerging patterns for groups of chemicals (e.g., quantitative
       structure activity relationships to predict community or landscape-level effects).

    -  Side-by-side demonstrations of different tools for assessing effects on populations
       and communities. Such studies are needed to test the relative efficiency of
       methods.

Cross-cutting Issues Concerning Spatial, Temporal and Biological Scale in Ecological
Risk Assessment for Natural Resources Protection

•   A website is needed to provide ecological risk assessment information that is
    truncated in journal article publications or that is otherwise unavailable to ecological
    risk assessment practitioners.  It would be useful to investigate how to make data
    from work performed under government contracts available to risk assessors.

•   Risk communication training is needed for both risk assessors and risk managers.

•   Cumulative risk should be rigorously incorporated into risk assessments.

•   Findings from reactive risk assessments should be used to inform proactive risk
    assessments. Scientists should clearly identify what relationships are testable and
    determine which testable alternatives provide the most information for the cost.

•   Uncertainty analysis concerning spatial and temporal scale and higher order effects
    should be explicitly included in risk assessments.

•   Incorporation of appropriate scales and consideration of multiple levels of biological
    organization in ecological risk assessments will provide a record and body of
    knowledge to improve future risk assessments.

Other Points and Issues Concerning Scale and Level of Biological Organization in
Ecological Risk Assessments for Natural Resources Protection

•   Problem formulation is a critical step in ecological risk assessment to adequately
    define appropriate scale and biological organization.  Peer review of this phase would
    help assure that the assessment study design and implementation are appropriate for
    the risk management goals.
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•   Standards of practice are needed for ecological risk assessment. These standards
    should include a checklist of ecological condition assessments to consider; spatial and
    temporal scale and biological levels of organization to consider; standards for
    assessing cumulative risk; standards for developing case studies; and standards for
    transparency in ecological risk assessment.

•   If data are insufficient to conduct analysis at an appropriate scale, this deficiency
    should be acknowledged "up front" (transparency) and addressed in the uncertainly
    analysis.

•   Case studies are needed to demonstrate the use of practical tools for incorporation of
    appropriate spatial and temporal scales and levels of biological organization into
    ecological risk assessments.

Unique Issues Associated with Ecological Risk Assessment for Natural Resources
Protection

•   Risk assessments for natural resources protection differ from other kinds of risk
    assessments. Risk assessments for natural resources protection are more closely tied
    to a "value" oriented paradigm.  Other kinds of risk assessments are conducted from a
    stressor  perspective.  In assessments for natural resources protection, there is a need
    to identify the ecological attributes that should be protected and to determine how
    they can be protected.

•   In protecting natural resources, it is important to consider "natural" change, or
    changes driven through global processes (like climate change).  There is a need to
    know how natural change will influence other changes that might be noted in the
    system under study.

•   In protection of natural resources it is necessary to consider linkages between
    ecological risk assessments  and effects assessments.  For example, setting water
    quality criteria is an effects  assessment because when the criteria are developed little
    is known about exposure. When a discharge permit is written more information is
    provided about exposure that can lead to a risk assessment.  There is a continuum of
    processes between effects assessment and risk assessment.

•   In natural resources protection assessors are looking at broad scales, but the specific
    questions addressed by a study can be local or global. This difference in scale should
    be clearly addressed in the problem formulation stage of the risk assessment.
    Decisions can be made at very small scales but they should be made in the context of
    much broader scales. It is also important to consider the point that chemicals are not
    the only stressors to be evaluated in ecological risk assessments for natural resources
    protection.

Problem Formulation and Testable Hypotheses
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•  Both problem formulation and incorporation of testable hypotheses affect the quality
   of a risk assessment. Paying proper attention to both concerns leads to higher quality
   decisions, but testable hypotheses can be misused and this problem can lead to
   degraded decision making.

•  Natural resources protection should begin with an examination of critical ecological
   attributes.  Specific endpoints can then be established on the basis of specific
   hypotheses. This process will result in more useful (higher quality) analyses.

•  In many risk assessments there has been a lack of problem formulation.  Some studies
   have been designed with drivers such as a total maximum daily load or a permit in
   mind, and these studies may measure the wrong attributes of the system. By initiating
   a study with careful problem formulation, these problems can be avoided.  At times,
   risk assessors  also work with available data without identifying data gaps.  Decisions
   are then made with incomplete information, and conclusions are not supportable.
   Higher quality decisions will result if problem formulation, testable hypotheses, and
   data collection are designed "up front."

•  It is important to change the way we think about hypotheses.  It is important  to move
   away from traditional hypothesis testing with null models that can be easy to
   manipulate and difficult to formulate. In risk assessment, hypothesis testing  will
   result in null models that are developed without considering how to balance Type I
   and Type II errors.  There is a need to move toward more innovative methods such as
   Bayesian analysis and causal argumentation. Hypotheses should focus on causal
   relationships and weights of evidence.

•  Problem formulation and testable hypotheses narrow the focus of questions to be
   asked and allow risk assessors to apply the most appropriate tools.

•  In the problem formulation process, it is necessary to first identify sensitive and
   realistic measurements.  For example, endocrine disrupters do not often kill animals
   so it is necessary to look at their potential effects over fifty years, not two years.  It is
   not always necessary to look at catastrophic effects. Assessors should consider long-
   term effects. Linkages should be made between tools that can sensitively measure
   impact and actual effects at a more appropriate (e.g., population or landscape) level.

•  It is important to build a mechanistic link between toxicity and other  stressors and
   effects on populations and communities. There is a need to take mechanistic
   approaches from the laboratory and apply the appropriate relationship at a population
   or community level. This approach will require more work to identify and assess true
   links between molecular, cellular, and organismal responses and impacts that can be
   noted in populations or communities.

•  Ecology should be brought back into the process. There are many innovative
   approaches that can be used to look at risk assessment issues from a different
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perspective. Risk assessors should not be caught in the traditional paradigm of using
the endpoints from toxicity tests in risk assessments.  Individual mortality may not be
the most sensitive endpoint for assessing risks to a population.  Risk assessors should
consider effects on populations or communities and endpoints such as the number of
impaired individuals using resources and not reproducing.

It is important to ensure close and frequent communication between risk managers
and risk assessors.  Both groups should be involved in problem formulation and the
development of testable hypotheses.

Most risk assessments are carried out at the local level and often local intellectual
capital is not enough to provide adequate problem formulation. There is a need to
ensure that training and guidance are available for people who are involved in risk
assessment. EPA has developed some good risk assessment documents and these
should be used to train risk assessors.

Monitoring programs need better direction to provide information that can be used to
conduct risk assessments. Monitoring programs should be redesigned so they can
provide information to help test improved hypotheses. Risk assessors who are
working with existing data should influence how new data are collected by
monitoring programs.

To avoid fragmented analyses, there is a need to better integrate work that has been
conducted in different disciplinary areas (e.g., biology, vs. chemistry, toxicology vs.
ecology).  For example, EPA has developed biological and chemical water quality
criteria separately.  Expert systems could be developed to enable the integration of
specific chemical and biological endpoints and to identify classes of chemicals to be
assessed.

In problem formulation, it is important to look at problems at multiple levels of
organization.

Problem formulation should include the development of site conceptual models that
represent interactions and ecological processes that could be important at a
community landscape level (e.g., habitat fragmentation).

More innovative techniques should be used for hypothesis testing or alternative
analyses. Likelihood statements could be incorporated into problem formulation
rather than binary (yes/no) statements.

Explicit identification of multiple  stressors is needed in problem formulation. It is
important to move beyond the single stressor model.

It will be important to consider providing guidance to formalize the development of
specific linkages that indicate how data will actually be used to inform decision-
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    makers and lead to appropriate decisions. This step should occur in the problem
    formulation stage.

•   Hypothesis statements should be linked to explicitly stated process goals.  Risk
    managers often do not have the information needed to make decisions and may not
    know how to get it. Causal arguments should be systematically included in problem
    formulation. Confidence intervals should be built into testable hypotheses, and a
    process should be followed to determine whether indicators are appropriate for a
    purpose.

•   Scientific review is another important tool that should be applied.  In many cases
    scientific review of risk assessments has occurred when data have already been
    collected and analysis has been completed. Independent review at the end of the
    problem formulation stage of a risk assessment would ensure that assessment
    endpoints could be linked to goals.

Natural Resource Decision Making in the Face of Uncertainty

•   Uncertainty can drive conclusions that identify risk when, in fact, there may be no
    adverse effects.  It is therefore important to identify appropriate measures and
    assessment endpoints. Uncertainty can be minimized by using appropriate analytic
    measures with sufficient power.

•   It is important to remember that risk managers and risk assessors address uncertainty
    differently. Risk managers should decide what level of uncertainty is acceptable.
    Risk assessors should select methods that enable quantification of uncertainty. The
    Guidelines for Ecological Risk Assessment identify many different kinds of
    uncertainty, and it is important to be able to say which ones affect risk. Risk
    managers and risk assessors should therefore communicate effectively, and the most
    profound uncertainties should be identified a priori.

•   Uncertainty in risk assessments can reduce the utility of an assessment by leading to
    paralysis in the decision-making process. Uncertainty also gives more weight to
    factors like cost in a risk management decision. In addition, uncertainty affects the
    ability of risk assessors to extrapolate results between sites. When there is a large
    amount of uncertainty, only site-specific risk assessments are possible.

•   There is a need to conduct relative assessments of uncertainties so that risk managers
    can "plan around them." It is particularly important for risk managers to articulate
    how much uncertainty they can tolerate.

•   It is important to recognize the difference between uncertainty  and variability.
    Variability can be written into assessment endpoints as part of the data quality
    objectives  process.  This allows assessors to avoid mistakes like using analytical
    methods with bad detection limits that are higher than effects concentrations.
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   •   Uncertainty also affects the utility of a risk assessment because the timeline for a
       decision and the timeline needed to observe effects in the field may be disconnected.

   •   Risk assessors should explore the use of alternative methods of analysis such as
       likelihood matrices and Bayesian methods. EPA might consider developing guidance
       on how to construct likelihood arrays that can be integrated into risk assessments.

   •   Risk assessors should explore opportunities to use statistical methods that better
       inform the risk assessment process such as power analysis and sensitivity analysis.

   •   Elements of uncertainty should be identified and incorporated into problem
       formulation and built into the design of a risk assessment.  From a qualitative
       perspective, uncertainties should be categorized, and those that profoundly affect
       results and outcomes should be identified.  There is a rich literature on disaggregating
       analytical variability, stochastic variability, and model variability. It would be useful
       to consider available tools for use in problem formulation.

   •   The uncertainty associated with key variables in risk assessments  should be assessed
       to help reduce overall uncertainty.

   •   Each ecological risk assessment represents an opportunity to understand uncertainty.
       EPA should take advantage of this for future risk assessments.  In this regard data
       should be mined from EPA Superfund and other documents.

   •   A better interface with monitoring programs should be developed so that data could
       be collected for the purpose of improving risk assessments. Specific monitoring
       projects could be designed to provide data that could reduce uncertainty in risk
       assessments.

•  It was suggested that specific white papers on the following topics could be developed to
   reduce uncertainty and provide information for improved ecological risk assessments:

       -  Methodological guidance to describe multiple outcomes in a likelihood matrix.

       -  Quantitative inspection of dose-response models  to determine slopes, functional
          forms, and error rates.

       -  Determining differential sensitivity of test animals in the field vs. laboratory
          responses.

       -  Guidance on the use of cumulative stress  and effects models.

       -  An approach to address fluctuating variability in  exposure models.

       -  Conceptual and arithmetic flaws associated with the  use of hazard quotients.
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   -  Determining sources of variability in species responses and sensitivity.

   -  Reviewing how to evaluate and express perturbations.

   -  Exploring the notion of individual vs. population distinctions (e.g., what the
       distinctions are and how they should be described).

An improved interface could be developed for use of current assessment and management
tools available from management agencies.

A key question to be answered is how much uncertainty a risk manager can tolerate. It is
important to dissect types of uncertainty in a qualitative assessment to provide
information that can help answer this question.

There is a need for a systematic data collection and organization effort to catalog and
make available information from past risk assessments in order to reduce the uncertainty
of future risk assessments. This effort should provide better metadata and a centralized
data repository for: ecological risk assessment data, endangered species information,
FIFRA risk assessment information, Superfund risk assessment information, and the peer
reviewed literature.
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