U.S. Fish & Wildlife Service

National Wildlife Refuge System Information
1 800/344 WILD

April 2011
Front Cover Photos:‘Akiapōlā‘au©Jack Jeffrey‘I‘iwi©Michael WaltherNēnēUSFWS

Back Cover Photos:‘Ākepa©Jack Jeffrey‘Io©Michael Walther
Hakalau Forest
USFWS

Hakalau Forest National Wildlife Refuge

http://www.fws.gov/hakalauforest

Comprehensive Conservation Plan

U.S. Department of the Interior
U.S. Fish and Wildlife Service
Big Island National Wildlife Refuge Complex
60 Nowelo Street, Suite 100
Hilo, Hawai‘i 96720
Phone: 808/443-2300
Fax: 808/443-2304

April 2011

Hakalau Forest
National Wildlife Refuge
Comprehensive Conservation PlanA Vision of Conservation
Hakalau Forest National Wildlife Refuge (Ka Pu‘uhonua Waonahele Aupuni ‘o Hakalau)
Aia nō i uka i ke kua ko‘olau o Mauna Kea ka pu‘uhonua waonahele aupuni ‘oHakalau. He wahi kēia e hui ai kānaka e laulima ma o ke ka‘analike aku, ka‘analikemai i ka ‘ike, ka no‘eau, a me ka mana i mea e ho‘opalekana, ho‘oikaika, a ho‘ōla hou
ai i ke ola maoli e noho ana ma ka waonahele. Ua kapa ‘ia ka inoa ‘o Hakalau no ka
nui o nā haka e noho ‘ia e nā manu ‘ōiwi. I kēia lā ‘o Hakalau kekahi o nā home nunuino ka hui manu Hawai‘i ‘ane make loa. Kı̄kaha a‘ela nā manu, nā pua laha ‘ole ho‘i, i
ka ‘ohu‘ohu o Hakalau a ma lalo iki e mūkı̄kı̄ i ka wai pua ‘ōhi‘a. Ua nani nō ka ‘ikenaa ‘upu a‘ela nō ke aloha no kēia ‘āina nei no nā kau a kau.
On the windward slope of majestic Mauna Kea, midway between summit and sea,lies Hakalau Forest NWR, a place where people come together to laulima, “manyhands working together,” to share their knowledge, to share their skills, and toshare their energy to protect, to enhance, to restore, and to respect Hawaiian
wildlife. Known to Hawaiians as “place of many perches,” verdant rainforest
supports the largest populations of endangered Hawaiian forest birds. Crimson,orange, yellow and green hued birds, the jewels of Hakalau, flit through the mist,
pausing to sip nectar from ‘ōhi‘a lehua, inspire joy and wonder for present andfuture generations.
Kona Forest Unit (Ka Waonahele o Kona)
Mai Mauna Kea nō a ka‘a i lalo, a hiki aku i Mauna Loa, ma laila nō ka waonahele oKona, kahi e noho lewalewa ana nā ao ‘ōpua i ka ‘uhiwai e hō‘olu‘olu ana i ka ulu lā‘au.
‘Ike ‘ia ka ‘io e kı̄kaha ana ma luna loa o ka papa kaupoku i ho‘owehiwehi ‘ia me ka
limu. Ma lalo o ke kaupoku koa me ‘ōhi‘a, e ‘imi ana ka ‘alalā me kona hoa manu i ka
hua‘ai, wai pua, a me nā mea kolokolo i mea ‘ai na lākou. Aia nō ma ka malumalu o nā
ana kahe pele kahiko nā mea kanu kāka‘ikahi o ka ‘āina, a me nā iwi o nā manu makeloa ma Hawai‘i. Kuahui maila nō nā hoa mālama ‘āina i ola hou ka nohona o nā mea‘ane make loa ma kēia ‘āina nui ākea.
On leeward Mauna Loa, where the clouds kiss the slopes with cool gray fog, lies the
Kona Forest. ‘Alalā and other Hawaiian forest birds forage for fruit, nectar, andinsects amongst the lichen-draped branches and canopy of the old-growth koa/‘ōhi‘aforest, while the ‘io soars overhead. In their damp darkness, ancient lava tubes andcave systems shelter rare plants, archaeological resources, and the bones of extinct
birds. Conservation partners collaborate to restore habitat for the native andendangered species across the landscape.

Comprehensive Conservation Plans provide long-term guidance for management decisions and set
forth goals, objectives, and strategies needed to accomplish refuge purposes and identify the Service’s
best estimate of future needs. These plans detail program planning levels that are sometimes
substantially above current budget allocations and, as such, are primarily for Service strategicplanning and program prioritization purposes. The plans do not constitute a commitment for
staffing increases, operational and maintenance increases, or funding for future land acquisition.

‘Ōhi‘a tree

©Lesa MooreHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Executive Summary
Hakalau Forest NWR Background:
Hakalau Forest National Wildlife Refuge (NWR) consists of the Hakalau Forest Unit and the Kona
Forest Unit, collectively managed as the Big Island National Wildlife Refuge Complex. The Hakalau
Forest Unit was established in 1985 to protect and manage endangered forest birds and theirrainforest habitat. Located on the windward slope of Mauna Kea, Island of Hawai‘i, this 32,733-acreunit supports a diversity of native birds and plants (27 of which are listed under the Endangered
Species Act). The Kona Forest Unit was set aside in 1997 to protect native forest birds, theendangered ‘alalā (Corvus hawaiiensis, Hawaiian crow), and several listed plants. Located on theleeward slope of Mauna Loa, this 5,300-acre unit supports diverse native bird and plant species, aswell as rare lava tube and lava tube skylight habitats.

Comprehensive Conservation Planning Process Summary:
Initial preplanning activities began in 2007. This period included team development andidentification of management issues, vision, goals, and objectives. Public involvement began in 2009
with the scoping process and publication of our notice of intent to prepare a CCP. This period
involved mailings of the planning update, a news release and website posting, two public open
houses, an interagency scoping meeting, and briefings of public officials. In 2010, the draft CCP/EA
was developed and circulated for public comment. Notification of this document as well assolicitation of public comment during the 30 day comment period was accomplished through aplanning update, a notice of availability in the Federal Register, a news release and website posting,holding of a public open house meeting, and circulating announcements via email and list serves.
Refuge responses to public comments received were incorporated as part of Appendix K.

Alternative Selected (Summary of Management):Three alternatives were analyzed during the CCP process and public comment review period.
Alternative B (the Refuge’s preferred alternative) was chosen for implementation. This alternative
focuses on protecting additional habitat; increasing management activities related to restoration andreforestation as well as controlling threats such as feral ungulates, invasive weed species, predator
mammals, and other pests; better focusing and prioritizing of data collection and research foradaptive management; and expanding public use activities and collaborative partnering.

The vision (with Hawaiian translation) for Hakalau Forest NWR:
Hakalau Forest National Wildlife Refuge (Ka Pu‘uhonua Waonahele Aupuni ‘o Hakalau)
Aia nō i uka i ke kua ko‘olau o Mauna Kea ka pu‘uhonua waonahele aupuni ‘o Hakalau. He wahikēia e hui ai kānaka e laulima ma o ke ka‘analike aku, ka‘analike mai i ka ‘ike, ka no‘eau, a me ka
mana i mea e ho‘opalekana, ho‘oikaika, a ho‘ōla hou ai i ke ola maoli e noho ana ma ka waonahele.
Ua kapa ‘ia ka inoa ‘o Hakalau no ka nui o nā haka e noho ‘ia e nā manu ‘ōiwi. I kēia lā ‘oHakalau kekahi o nā home nunui no ka hui manu Hawai‘i ‘ane make loa. Kīkaha a‘ela nā manu, nāpua laha ‘ole ho‘i, i ka ‘ohu‘ohu o Hakalau a ma lalo iki e mūkīkī i ka wai pua ‘ōhi‘a. Ua nani nōka ‘ikena a ‘upu a‘ela nō ke aloha no kēia ‘āina nei no nā kau a kau.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

On the windward slope of majestic Mauna Kea, midway between summit and sea, lies Hakalau
Forest NWR, a place where people come together to laulima, “many hands working together,” toshare their knowledge, to share their skills, and to share their energy to protect, to enhance, to restore,
and to respect Hawaiian wildlife. Known to Hawaiians as “place of many perches,” verdant
rainforest supports the largest populations of endangered Hawaiian forest birds. Crimson, orange,
yellow, and green hued birds, the jewels of Hakalau, flit through the mist, pausing to sip nectar from‘ōhi‘a lehua, inspire joy and wonder for present and future generations.
Kona Forest Unit (Ka Waonahele o Kona)
Mai Mauna Kea nō a ka‘a i lalo, a hiki aku i Mauna Loa, ma laila nō ka waonahele o Kona, kahi enoho lewalewa ana nā ao ‘ōpua i ka ‘uhiwai e hō‘olu‘olu ana i ka ulu lā‘au. ‘Ike ‘ia ka ‘io e kīkaha
ana ma luna loa o ka papa kaupoku i ho‘owehiwehi ‘ia me ka limu. Ma lalo o ke kaupoku koa me‘ōhi‘a, e ‘imi ana ka ‘alalā me kona hoa manu i ka hua‘ai, wai pua, a me nā mea kolokolo i mea ‘aina lākou. Aia nō ma ka malumalu o nā ana kahe pele kahiko nā mea kanu kāka‘ikahi o ka ‘āina, ame nā iwi o nā manu make loa ma Hawai‘i. Kuahui maila nō nā hoa mālama ‘āina i ola hou ka
nohona o nā mea ‘ane make loa ma kēia ‘āina nui ākea.
On leeward Mauna Loa, where the clouds kiss the slopes with cool gray fog, lies the Kona Forest.
‘Alalā and other Hawaiian forest birds forage for fruit, nectar, and insects amongst the lichen-draped
branches and canopy of the old-growth koa/‘ōhi‘a forest while the ‘io soars overhead. In their damp
darkness, ancient lava tubes and cave systems shelter rare plants, archaeological resources, and thebones of extinct birds. Conservation partners collaborate to restore habitat for the native andendangered species across the landscape.

The six goals (with Hawaiian translation) for Hakalau Forest NWR:
Pahuhopu 1: E ho‘opalekana, mālama, a ho‘ōla hou i ka waonahele ma Mauna Loa ma ke ‘ano hewahi noho no nā mea a pau i mea e kū‘ono‘ono hou ai ka nohona o nā mea ‘ane make loa ‘o ia nō ‘o‘oe ‘o nā manu, nā ‘ōpe‘ape‘a, nā mea kanu, a me nā mea kolokolo ‘āina.
Goal 1: Protect, maintain, and restore subtropical rainforest community on the leeward slope of
Mauna Loa as habitat for all life-history needs to promote the recovery of endangered species (e.g.,forest birds, ‘ōpe‘ape‘a, plants, and invertebrates).
Pahuhopu 2: E ho‘opalekana a mālama i nā ana kahe pele a me ke ola i ka puka mālamalama o nāana kahe pele ma ka waonahele o Kona, e kālele ana ho‘i i ke ola o nā lā‘au ‘ōiwi.
Goal 2: Protect and maintain lava tube and lava tube skylight habitat throughout the Kona Forest
Unit, with special emphasis on their unique and endemic flora and fauna.
Pahuhopu 3: E ho‘opalekana, mālama, a hō‘ola hou i ka waonahele ma ka ‘ao‘ao ko‘olau o Mauna
Kea ma ke ‘ano he wahi noho no nā mea a pau a me ko lākou pono ‘oia nō ‘oe ‘o nā manu, nā‘ōpe‘ape‘a, nā mea kanu, a me nā mea kolokolo ‘āina.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Goal 3: Protect, maintain, and restore subtropical rainforest community, on the windward slope of
Mauna Kea as habitat for all life-history needs of endangered species (e.g., forest birds, ‘ōpe‘ape‘a,plants, and invertebrates).
Pahuhopu 4: E ho‘opalekana a mālama i ka ‘āina nenelu ma Hakalau.
Goal 4: Protect and maintain wetland and aquatic habitats (e.g., streams and their associated riparian
corridors, ponds, and bogs) on the Hakalau Forest Unit.
Pahuhopu 5: E ho‘opalekana a mālama i ka ‘āina mau‘u i mea e kāko‘o ai i ka ho‘ōla hou ‘ana i ka
hui manu nēnē.
Goal 5: Protect and maintain grassland habitat to support nēnē population recovery.
Pahuhopu 6: E ‘ohi‘ohi i ka ‘ikepili ‘epekema (waihona ‘ike, nānā pono, ‘imi noi‘i, ana ‘ike) e pono
ai ka ho‘oholo ‘ana i ke ‘ano o ka ho‘okele ‘ana iā Hakalau ma Mauna Kea a me Mauna Loa.
Goal 6: Collect scientific information (inventories, monitoring, research, assessments) necessary tosupport adaptive management decisions on both units of the Hakalau Forest NWR.
Pahuhopu 7: E kipa mai ka po‘e malihini a me ka po‘e maka‘āinana no ka hana manawale‘a ‘ana i
mea e kama‘āina ai lākou i ka nohona o ka waonahele a me ka ‘oihana mālama ma Hakalau.
Goal 7: Visitors, with a special emphasis on experience gained through volunteer work groups andlocal residents, understand and/or value the native forest environment and management practices at
Hakalau Forest NWR.
Pahuhopu 8: E ho‘opalekana a mālama i nā kumu waiwai a me nā wahi pana Hawai‘i no ka
ho‘ona‘auao ‘ana i nā hanauna o kēia wā a me ka wā e hiki mai ana.
Goal 8: Protect and manage cultural resources and historic sites for their educational and culturalvalues for the benefit of present and future generations of Refuge users and communities.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

The objectives and major management strategies:
Objectives

1.1: Restore and Protect Native
Montane Wet ‘Ōhi‘a Forest(2,000-4,500 ft elevation) at KFU

1.2: Restore, Protect, and Maintain
Native Montane Mesic Koa/‘Ōhi‘aForest(4,500-5,800 ft elevation) at KFU

1.3: Protect, Maintain, and Restore
Native Dry Koa/‘Ōhi‘a/Māmane Forest(5,800-6,100 ft elevation) at KFU
1.4: Develop and Implement
Propagation and Outplanting Programat KFU1.5, 5.3: Investigate and Initiate
Landscape-level Habitat Conservation
Measures2.1: Protect & Maintain
Lava Tube and Skylight Communities
at KFU

3.1: Protect and Maintain Native
Montane Wet ‘Ōhi‘a/Uluhe(Dicranopteris sp.) Forest (2,500-4,000ft elevation) at HFU

CCP Action
3,000 acres. Remove ranch debris. Build and maintain17 mile ungulate-proof fence. Remove pest animals.
Eradicate/control invasive plants. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Outplant threatened and endangered(T&E) plants in units 2 and 3 and build site specific fencing
for these plants.
1,800 acres. Remove ranch debris. Build and maintainfence, eradicate/control invasive plants, and remove pest
animals. Conduct annual invasive plant survey; conduct
survey for pest animals (based on surveys control threats).
Outplant native plants. Address wildfire through hazardous
fuels treatment, maintaining fuelbreaks, developing fire
prevention program.
500 acres. Remove ranch debris. Build and maintain fence,
eradicate/control invasive plants, and remove pest animals.
Conduct annual invasive plant survey; conduct survey forpest animals (based on surveys control threats). Outplant
T&E plants and build site specific fencing for these plants.
500 T&E plants and 2,000 native plants provided annuallyfor restoration. Develop native plant nursery at Mauna Loa
field camp site, collect seeds and cuttings, develop (in7 years) staff, volunteer, and partnering programs.
LPP completed within one year. Identify habitats to support
focal species; develop protection strategies; work proactively
with partners, neighbors, and private landowners whereappropriate to meet conservation goals and develop specificproject proposals for land acquisition, cooperative
agreements, and/or conservation easements as key
conservation opportunities arise and willing parties are
identified.
Remove ranch debris. Build and maintain fence and develop
site specific access protocols to limit human disturbance tohabitat. Eradicate/control invasive plants, and remove pest
animals. Conduct survey for pest animals (based on surveys
control threats). Inventory and map communities andsupport additional investigations and research.
7,000 acres. Remove pest animals, eradicate/control invasiveplants, build site-specific fencing to protect T&E plant
populations and Carex sp. bogs. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Inventory vegetation, complete
Wilderness Study.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Objectives

3.2: Protect and Maintain Native
Montane Wet ‘Ōhi‘a Forest(4,000-5,000 ft elevation) at HFU

3.3: Restore, Protect, and Maintain
Native Montane Wet Koa/‘Ōhi‘aForest(5,000-6,000 ft elevation) at HFU

3.4: Protect and Maintain Native
Montane Mesic Koa Forest (6,0006,600 ft elevation) at HFU

3.5: Restore/Reforest Native Montane
Mesic Koa Forest(6,000-6,600 ft elevation) at HFU

3.6: Maintain and Enhance
Propagation and Outplanting Programat HFU

4.1: Protect and Maintain Streams andStream Corridors at HFU
4.2: Protect and Maintain
Semipermanent Natural Ponds at HFU
4.3: Protect and Maintain Carex Bogs
within the Montane Wet ‘Ōhi‘a/Uluhe
Forest at HFU

Executive Summary

CCP Action
8,200 acres. Maintain existing fence (units 1-8), build andmaintain fence. Eradicate/control invasive plants and remove
pest animals. Conduct annual invasive plant survey; conduct
survey for pest animals (based on surveys control threats).
Outplant native overstory koa and ‘ōhi‘a, T&E plants, andcommon understory plants. Build site specific fencing for
T&E plants. Complete Wilderness Study.
5,000 acres. Maintain existing fence, build and maintainfence along Middle Maulua tract boundary (unit 9).
Eradicate/control invasive plants and remove pest animals.
Conduct annual invasive plant survey; conduct survey forpest animals (based on surveys control threats, particularly
Vespula sp. ). Outplant T&E plants and build site-specificfencing to protect T&E plant populations.
3,500 acres. Maintain existing fence. Eradicate/control
invasive plants and remove pest animals. Conduct annual
invasive plant survey; conduct survey for pest animals (basedon surveys control threats, particularly Vespula sp. ).
Outplant T&E plants and build site-specific fencing toprotect T&E plant populations. Address wildfire throughhazardous fuels treatment, maintaining fuelbreaks,
developing fire prevention program.
2,500 acres. Maintain fence. Eradicate/control invasiveplants and remove pest animals. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Outplant 300 koa per acre, use
excluder devices to deter turkeys on koa seedlings, outplantnative understory species and ‘ōhi‘a at 150 per acres,
outplant 100-300 T&E plants and build site-specific fencing
to protect these plants. Address wildfire through hazardous
fuels treatment, maintaining fuelbreaks, developing fire
prevention program.
Plant 10,000 koa per year for 5 years: 5,000 per year for the
next 10 years, 8-10,000 natives and 300-1,200 T&E
plantings per year. Expand native plant nursery at Mauna
Kea administration site, collect seeds and cuttings, outplant,
and develop partnerships to assist with propagation program.
Maintain fencing. Eradicate/control invasive plants. Conduct
annual invasive plant survey; conduct survey for pest
animals (based on surveys control threats). Inventory streams
and stream corridors.
Maintain fencing, conduct survey for pest animals (based on
surveys control threats).
Install fencing to protect bogs, conduct survey for pest
animals (based on surveys control threats), survey extent andnumber of bogs.

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Objectives
5.1: Maintain Managed Grassland for
Foraging Nēnē at HFU

5.2: Maintain Grassland Habitats for
Nēnē Nesting at HFU
6.1: Conduct High-Priority Inventory
and Monitoring (Survey) Activities that
Evaluate Resource Management andPublic-Use Activities to Facilitate
Adaptive Management
6.2: Conduct High-Priority Research
Projects that Provide the Best Sciencefor Habitat and Wildlife Management
On and Off the Refuge

6.3: Conduct Scientific Assessments toProvide Baseline Information to
Expand Knowledge Regarding the
Status of Refuge Resources to Better
Inform Resource Management
Decisions7.1: Establish Compatible Wildlife
Observation and Photography
Opportunities
7.2: Promote and Enhance Volunteer
Program

7.3: Support Existing Outside
Programs for On and Off Site
Environmental Education and DevelopInterpretive Opportunities

7.4: Enhance Outreach Targeting
Local Communities to Promote
Appreciation of and Generate Support
for the KFU

CCP Action
65 acres. Maintain fuel breaks and fence corridors, build andmaintain fence. Eradicate/control invasive plants. Conduct
survey for pest animals (based on surveys control threats).
15 acres. Maintain fence and build predator proof fence on
15-acre grassland breeding site away from administrative siteat Pua ‘Ākala tract. Eradicate/control invasive plants andremove pest animals. Conduct survey for pest animals (basedon surveys control threats).
An initial list of survey and monitoring activities have been
identified and include examples such as monitoring nesting
density and success of nēnē, inventorying all endemic
species, instituting early detection and rapid responsemonitoring for threat management, monitoring plant andanimal diseases, and others.
An initial list of research projects have been identified andinclude examples such as investigating and monitoring
endangered plant propagation and outplanting, research on
arthropod abundance, researching demography, life-history,
carrying capacity, and competition for native forest birds,
and others.
An initial list of scientific assessments have been identified
and include examples such as determining ecologicalparameters for ‘ōpe‘ape‘a, determining the role of predators
in native flora and fauna abundance, assessing global climatechange impacts on the Refuge, and others.
Develop Upper Maulua Tract interpretive trail (0.3-0.5 mile)and parking area. Work with Friends of Hakalau Forest to
develop brochure.
Maintain volunteer program and current 35-40 service
weekends at HFU, develop seasonal volunteer program tosupplement staffing and weekend programs, develop KFU
volunteer program similar to HFU.
Increase environmental education and interpretive programs(via coordinating more with County, State, and nongovernmental organizations and expanding interpretive
programs relative to cultural resources/historic sites) toinclude 168 participants annually. Continue interpretive
walks offered during annual Refuge open house.
Work with existing partners to promote awareness andappreciation. Develop and cultivate new partners andoutreach efforts.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Objectives

CCP Action

8.1: Increase Identification,
Monitoring, Protection, andRestoration of all Cultural Resourcesand Historic Sites, while Increasing
Staff and Public Support andAppreciation

Evaluate known/potential Refuge cultural resources andhistoric sites, develop guidelines for cultural activities,
identify cultural practitioners to develop understanding of
cultural/historic sites at the Refuge, develop interpretive
programming and products relative to cultural and historicsites in partnership with Native Hawaiian groups; conduct
comprehensive cultural resources investigation of both units.

Implementation of the Plan:
Over the next 15 years, Refuge staff will be implementing these various strategies as funding andstaffing allow. We look forward to continue working with our partners and the public as we
strive to attain our goals and vision for these unique Hawaiian rainforests and the numerous
native plants and animals that depend upon them for their survival.

Executive Summary

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table of Contents
Chapter 1. Introduction and Background ..................................................................................... 1-1
1.1 Introduction.......................................................................................................................... 1-1
1.2 Purpose and Need for the CCP........................................................................................... 1-1
1.3 Content and Scope of the CCP ........................................................................................... 1-2
1.4 Planning and Management Guidance ................................................................................ 1-2
1.4.1 U.S. Fish and Wildlife Service Mission ....................................................................... 1-2
1.4.2 National Wildlife Refuge System ................................................................................. 1-9
1.4.3 National Wildlife Refuge System Administration Act ............................................... 1-10
1.5 Relationship to Previous and Future Refuge Plans ........................................................ 1-11
1.5.1 Previous Plans ............................................................................................................ 1-11
1.5.2 Future Planning .......................................................................................................... 1-12
1.6 Refuge Establishment and Purposes ................................................................................ 1-12
1.6.1 Hakalau Forest Unit Purposes .................................................................................. 1-13
1.6.2 Kona Forest Unit Purposes ...................................................................................... 1-13
1.7 Relationship to Ecosystem Management Goals or Plans ............................................... 1-13
1.7.1 Landscape Level Initiatives ..................................................................................... 1-13
1.7.2 Statewide Plans (including Threatened and Endangered Species
Recovery Plans) ...................................................................................................... 1-18
1.8 Planning and Issue Identification ..................................................................................... 1-27
1.8.1 Public Scoping Sessions ............................................................................................. 1-27
1.8.2 Interagency Scoping ................................................................................................... 1-29
1.8.3 Forest Bird Workshop ................................................................................................ 1-30
1.9 Refuge Vision ..................................................................................................................... 1-32
1.10 Refuge Goals...................................................................................................................... 1-33
1.11 References .......................................................................................................................... 1-34
Chapter 2. Refuge Management Direction .................................................................................... 2-1
2.1 Considerations in the Design of the CCP........................................................................... 2-1
2.2 General Guidelines .............................................................................................................. 2-1
2.3 Goals, Objectives, and Strategies ..................................................................................... 2-12
2.3.1 Kona Forest Unit ........................................................................................................ 2-13
2.3.1.1 Goal 1: Protect, maintain, and restore subtropical rainforest community
on the leeward slope of Mauna Loa as habitat for all life-history needs
to promote the recovery of endangered species (e.g., forest birds,‘ōpe‘ape‘a, plants, and invertebrates). ............................................................... 2-13
2.3.1.2 Goal 2: Protect and maintain lava tube and lava tube skylight habitat
throughout the Kona Forest Unit, with special emphasis on their uniqueand endemic flora and fauna. ............................................................................. 2-19
2.3.2 Hakalau Forest Unit .................................................................................................... 2-20
2.3.2.1 Goal 3: Protect, maintain, and restore subtropical rainforest community
on the windward slope of Mauna Kea as habitat for all life-history needsof endangered species (e.g., forest birds, ‘ōpe‘ape‘a, plants, andinvertebrates) ..................................................................................................... 2-20

Table of ContentsiHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

2.3.2.2 Goal 4: Protect and maintain wetland and aquatic habitats (e.g., streams
and their associated riparian corridors, ponds, and bogs) on the Hakalau
Forest Unit. ........................................................................................................ 2-28
2.3.2.3 Goal 5: Protect and maintain grassland habitat to support nēnē population
recovery ............................................................................................................. 2-30
2.3.3 Both Hakalau Forest and Kona Forest Units .............................................................. 2-33
2.3.3.1 Goal 6: Collect scientific information (inventories, monitoring, research,assessments) necessary to support adaptive management decisions on
both units of Hakalau Forest NWR. .................................................................. 2-33
2.3.3.2 Goal 7: Visitors, with a special emphasis on experience gained throughvolunteer work groups and local residents, understand and/or value
the native forest environment and management practices at Hakalau
Forest NWR. ...................................................................................................... 2-37
2.3.3.3 Goal 8: Protect and manage cultural resources and historic sites for theireducational and cultural values for the benefit of present and future
generations of Refuge users and communities. ................................................. 2-40
2.4 References ........................................................................................................................... 2-42
Chapter 3. Physical Environment .................................................................................................. 3-1
3.1 Climate .................................................................................................................................. 3-1
3.1.1 Hakalau Forest Unit Climate ........................................................................................ 3-2
3.1.2 Kona Forest Unit Climate ............................................................................................. 3-3
3.2 Geology and Soils ................................................................................................................. 3-4
3.2.1 Hakalau Forest Unit Geology and Soils ....................................................................... 3-4
3.2.2 Kona Forest Unit Geology and Soils ............................................................................ 3-6
3.3 Hydrology ............................................................................................................................. 3-8
3.3.1 Hakalau Forest Unit Hydrology ................................................................................. 3-10
3.3.2 Kona Forest Unit Hydrology ...................................................................................... 3-11
3.4 Topography ........................................................................................................................ 3-11
3.4.1 Hakalau Forest Unit Topography ............................................................................... 3-12
3.4.2 Kona Forest Unit Topography .................................................................................... 3-12
3.5 Environmental Contaminants .......................................................................................... 3-12
3.5.1 Hakalau Forest Unit Contaminants ............................................................................ 3-12
3.5.2 Kona Forest Unit Contaminants ................................................................................. 3-13
3.6 Land Use ............................................................................................................................. 3-13
3.6.1 Local Land Use Designations: Hakalau Forest Unit ................................................. 3-13
3.6.2 Local Land Use Designations: Kona Forest Unit ...................................................... 3-15
3.7 Global Climate Change ...................................................................................................... 3-17
3.8 References ........................................................................................................................... 3-20
Chapter 4. Refuge Biology and Habitats ...................................................................................... 4-1
4.1 Biological Integrity Analysis ............................................................................................... 4-1
4.2 Conservation Target Selection and Analysis ..................................................................... 4-2
4.3 Habitats................................................................................................................................. 4-5
4.3.1 Hakalau Forest Unit ...................................................................................................... 4-5
4.3.2 Kona Forest Unit ........................................................................................................ 4-10
4.4 Endangered Hawaiian Forest Birds ................................................................................. 4-14
4.4.1 ‘Akiapōlā‘au ............................................................................................................... 4-16

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4.4.2 Hawai‘i ‘Ākepa .......................................................................................................... 4-21
4.4.3 Hawai‘i Creeper.......................................................................................................... 4-24
4.4.4 ‘Ō‘ū ............................................................................................................................ 4-25
4.4.5 ‘Ālalā .......................................................................................................................... 4-27
4.4.6 ‘Io ............................................................................................................................... 4-29
4.5 Other Native Hawaiian Forest Birds ............................................................................... 4-31
4.5.1 ‘I‘iwi ........................................................................................................................... 4-32
4.5.2 Common ‘Amakihi ..................................................................................................... 4-33
4.5.3 ‘Apanane..................................................................................................................... 4-35
4.5.4 Hawai‘i ‘Elepaio ......................................................................................................... 4-36
4.5.5 ‘Ōma‘o........................................................................................................................ 4-38
4.5.6 Pueo ............................................................................................................................ 4-39
4.6 Endangered Hawaiian Waterbirds .................................................................................. 4-40
4.6.1 Nēnē............................................................................................................................ 4-41
4.6.2 Koloa Maoli ................................................................................................................ 4-42
4.6.3 ‘Alae ke‘oke‘o ............................................................................................................ 4-43
4.7 Endangered Mammal ........................................................................................................ 4-44
4.7.1 ‘Ōpe‘ape‘a .................................................................................................................. 4-44
4.8 Native Hawaiian Invertebrates ......................................................................................... 4-45
4.8.1 Picture-wing Flies ....................................................................................................... 4-46
4.8.2 Koa Bug ...................................................................................................................... 4-47
4.8.3 Cave Invertebrates ...................................................................................................... 4-48
4.8.4 Arthropods .................................................................................................................. 4-49
4.8.5 Mollusks ..................................................................................................................... 4-56
4.9 Endangered and Threatened Plants................................................................................. 4-57
4.9.1 Asplenium peruvianum var. insulare .......................................................................... 4-58
4.9.2 Clermontia lindseyana................................................................................................ 4-59
4.9.3 Clermontia peleana .................................................................................................... 4-60
4.9.4 Clermontia pyrularia .................................................................................................. 4-61
4.9.5 Hāhā............................................................................................................................ 4-62
4.9.6 ‘Aku‘aku ..................................................................................................................... 4-62
4.9.7 Cyanea shipmanii ....................................................................................................... 4-63
4.9.8 Cyanea stictophylla .................................................................................................... 4-64
4.9.9 Ha‘iwale ..................................................................................................................... 4-65
4.9.10 ‘Aiea ......................................................................................................................... 4-65
4.9.11 Phyllostegia floribunda ............................................................................................ 4-66
4.9.12 Kīponapona............................................................................................................... 4-67
4.9.13 Phyllostegia velutina ................................................................................................ 4-68
4.9.14 Po‘e ........................................................................................................................... 4-68
4.9.15 ‘Ānunu ...................................................................................................................... 4-69
4.9.16 Silene hawaiiensis .................................................................................................... 4-70
4.10 Other Native Plants ......................................................................................................... 4-70
4.10.1 Koa ........................................................................................................................... 4-76
4.10.2‘Ōhi‘a.......................................................................................................................... 4-78
4.10.3 Māmane ..................................................................................................................... 4-80
4.11 Cave Resources ................................................................................................................ 4-80
4.12 Threats .............................................................................................................................. 4-82
4.12.1 Introduced Forest Birds ............................................................................................ 4-83

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4.12.2 Introduced Game Birds............................................................................................. 4-85
4.12.3 Introduced Mammals ................................................................................................ 4-85
4.12.4 Introduced Reptiles and Amphibians ....................................................................... 4-93
4.12.5 Introduced Arthropods.............................................................................................. 4-94
4.12.6 Introduced Plants ...................................................................................................... 4-96
4.12.7 Introduced Mollusks ............................................................................................... 4-109
4.13 Special Designation Areas ............................................................................................ 4-109
4.14 References ....................................................................................................................... 4-109
Chapter 5. Social and Economic Environment ............................................................................. 5-1
5.1 Refuge Infrastructure and Administrative Facilities ....................................................... 5-1
5.1.1 Hakalau Forest Unit ...................................................................................................... 5-1
5.1.2 Kona Forest Unit .......................................................................................................... 5-2
5.1.3 Hilo Administrative Office ........................................................................................... 5-2
5.2 Public Use Overview ............................................................................................................ 5-2
5.2.1 Federal, State, and County Recreational Parks ............................................................ 5-2
5.2.2 Wildlife Observation and Environmental Education.................................................. 5-11
5.2.3 Camping ..................................................................................................................... 5-13
5.2.4 Hiking ......................................................................................................................... 5-13
5.2.5 Hunting ....................................................................................................................... 5-13
5.2.6 Refuge Public Use Opportunities ............................................................................... 5-14
5.2.7 Recreational Trends and Demands ............................................................................. 5-17
5.2.8 Impact of Illegal Uses ................................................................................................ 5-17
5.2.9 Historic/Cultural Sites ................................................................................................ 5-17
5.2.10 Special Designation Areas ......................................................................................... 5-20
5.3 Social and Economic Conditions ...................................................................................... 5-20
5.3.1 Population ................................................................................................................... 5-20
5.3.2 Housing ...................................................................................................................... 5-21
5.3.3 Education .................................................................................................................... 5-21
5.3.4 Employment and Income ............................................................................................ 5-22
5.3.5 Economy ..................................................................................................................... 5-23
5.3.6 Refuge Contribution ................................................................................................... 5-25
5.4 References ........................................................................................................................... 5-25
TablesTable 2-1 Summary of CCP Actions. ............................................................................................... 2-9
Table 3-1 Average Monthly Rainfall (inches) at the Kona Forest Unit, April 1995November 1998. .............................................................................................................. 3-3
Table 3-2 Soil types Found Within the Hakalau Forest Unit and Key Characteristics. .................... 3-6
Table 3-3 Soil Types Found Within the Kona Forest Unit and Key Characteristics. ....................... 3-8
Table 3-4 Streams and Tributaries on the Hakalau Forest Unit. ..................................................... 3-10
Table 4-1 Refuge Conservation Targets. .......................................................................................... 4-3
Table 4-2 Endangered and Rare Native Invertebrate Species Occurring or Potentially
Occurring on Hakalau Forest NWR. ............................................................................. 4-46
Table 4-3 Endemic Arthropods in Three Cave Systems at the KFU. ............................................. 4-49
Table 4-4 Arthropods Occurring at the HFU and KFU. ................................................................. 4-53
Table 4-5 Endangered and Threatened Plant Species that Occur (or Potentially Occur)
at Hakalau Forest NWR. ............................................................................................... 4-58

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Table 4-6 Native Hawaiian Plants Found on the Units of Hakalau Forest NWR. .......................... 4-71
Table 4-7 Total Native Seedlings Outplanted at the HFU 1987-2007. ........................................... 4-76
Table 4-8 Introduced Forest Birds Present at HFU and KFU. ........................................................ 4-84
Table 4-9 Introduced Game birds Present at HFU and KFU. ......................................................... 4-85
Table 4-10 List of Invasive Plant Species Known to Currently Occur at Hakalau Forest NWR. ... 4-98
Table 5-1 Legend ID and Facility Name for the Vicinity Recreation Map. ..................................... 5-9
Table 5-2 FY 2010 Visitation at the Hakalau Forest Unit. ............................................................. 5-16
Table 5-3 Population Figures for Selected Areas. .......................................................................... 5-21
Table 5-4 Hawai‘i County Industry Job Counts and Average Annual Wages. .............................. 5-23
FiguresFigure 1-1 Refuge Vicinity ................................................................................................................ 1-3
Figure 1-2 HFU Location................................................................................................................... 1-5
Figure 1-3 KFU Location................................................................................................................... 1-7
Figure 2-1 HFU CCP Management ................................................................................................... 2-5
Figure 2-2 KFU CCP Management ................................................................................................... 2-7
Figure 3-1 Soil Map of the Hakalau Forest Unit ............................................................................... 3-5
Figure 3-2 Soil Map of the Kona Forest Unit .................................................................................... 3-7
Figure 3-3 Land Use District Boundaries – Hakalau Forest Unit .................................................... 3-15
Figure 3-4 Land Use District Boundaries – Kona Forest Unit ........................................................ 3-16
Figure 4-1 Native Forest Bird Trends on Hawai‘i Island .................................................................. 4-2
Figure 4-2 HFU Vegetation Type ...................................................................................................... 4-7
Figure 4-3 KFU Vegetation Type .................................................................................................... 4-11
Figure 4-4 North Hāmākua Study Area ........................................................................................... 4-15
Figure 4-5 Annual Forest Bird Survey Transects ............................................................................ 4-17
Figure 4-6 Central Windward Study Area ....................................................................................... 4-20
Figure 4-7 Hakalau Forest Unit 2007 Weed Survey Map ............................................................. 4-101
Figure 5-1 Hakalau Forest Volunteer Cabin ...................................................................................... 5-1
Figure 5-2 HFU Administrative Facilities and Infrastructure ............................................................ 5-3
Figure 5-3 KFU Administrative Facilities and Infrastructure ............................................................ 5-5
Figure 5-4 Recreation Opportunities on Hawai‘i Island .................................................................... 5-7

Appendices
Appendix A. Species Lists for Hakalau Forest National Wildlife Refuge....................................... A-1
Appendix B. Appropriate Uses and Compatibility Determinations ................................................ B-1
Appendix C. Plan Implementation ................................................................................................... C-1
Appendix D. Wilderness Review for Hakalau Forest National Wildlife Refuge ............................ D-1
Appendix E. Forest Bird Workshop Report .................................................................................... E-1
Appendix F. Biological Integrity, Diversity, and Environmental Healthand Resources of Concern ..................................................................................... F-1
Appendix G. Integrated Pest Management Program........................................................................ G-1
Appendix H. Statement of Compliance ........................................................................................... H-1
Appendix I. Acronyms and Abbreviations ...................................................................................... I-1
Appendix J. CCP Team Members ................................................................................................... J-1
Appendix K. Summary of Public Involvement ................................................................................ K-1
Appendix L. Summary of Past and Current Management ............................................................... L-1

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Note to Reviewers: Throughout the CCP document, all attempts have been madeto use appropriate diacriticals related to the Native Hawaiian language(i.e., ‘okina and kahakō). However, places where diacriticals may not appear arein the maps, appendices, and references. Due to limitations of the Geospatial
Information System (GIS) software used for the maps developed in the plan,
diacriticals were unable to be used where place names or legend text appear. For
items in the appendices, if documents were minutes or summaries of meetings or
documents not created for the CCP that did not use diacriticals originally, thedocument was left as is. For references identified, if the title of the publication ororiginal citation does not use diacriticals, references were left as is.

viChapter 1. Introduction and Background

Above: ‘Io/Robert Shallenberger
Right: ‘Amakihi/Jack Jeffrey Photography

Hakalau Forest Unit rainforest/Dick WassHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Chapter 1. Introduction and Background
1.1 Introduction
Hakalau Forest National Wildlife Refuge consists of the Hakalau Forest Unit and the Kona Forest
Unit (Figure 1-1) collectively managed as the Big Island National Wildlife Refuge Complex(Complex). The Hakalau Forest Unit (HFU) (Figure 1-2) was established in 1985 to protect andmanage endangered forest birds and their rainforest habitat. Located on the windward slope of
Mauna Kea, Island of Hawai‘i, the 32,733 acre unit supports a diversity of native birds and plants.
The Kona Forest Unit (KFU) (Figure 1-3) was set aside in 1997 to protect native forest birds and the‘alalā (Corvus hawaiiensis, Hawaiian crow). Located on the leeward slope of Mauna Loa, the5,300 acre KFU supports diverse native bird and plant species as well as the rare lava tube and lava
tube skylight habitats.

1.2 Purpose and Need for the CCP
The purpose of the CCP is to provide the Complex, the National Wildlife Refuge System, theService, partners, and citizens with a management plan for improving fish and wildlife habitat
conditions and infrastructure for wildlife, staff, and public use on the Refuge over the next 15 years.
An approved CCP will ensure that the Complex staff manages Hakalau Forest NWR to achieve
Refuge purposes, vision, goals, and objectives to help fulfill the Refuge System mission.
The CCP will provide reasonable, scientifically grounded guidance for managing and improving theRefuge’s forest, subterranean, riparian, aquatic, and grassland habitats for the long-term conservationof native plants and animals. Appropriate actions for protecting and sustaining the biological andcultural features of forest communities; endangered species populations and habitats; and threatenedor rare species have been identified. The CCP also promotes priority public use activities on the
Refuge including wildlife observation, photography, environmental education, and interpretation.
The CCP is needed for a variety of reasons. Primary among these is the need to conserve theRefuge’s forest, subterranean, riparian, aquatic, and grassland habitats that are in various stages of(1) degradation by pest plants and animals (most notably ungulates and invasive plants), (2) recovery
from cattle grazing activities by past owners, and (3) restoration by Refuge staff. The CCP is neededto address the Refuge’s contributions to aid in the recovery of listed species, and assess and possibly
mitigate potential impacts of global climate change. The staff also needs to effectively work withcurrent partners such as the Hawai‘i Division of Forestry and Wildlife (DOFAW), the U.S.
Geological Survey-Biological Resources Discipline (USGS-BRD), the U.S. Forest Service (USFS),
the Department of Hawaiian Home Lands (DHHL), and the National Park Service (NPS). The
Refuge also needs to seek new partnerships to restore habitats, improve the volunteer program, andidentify to what extent improvements or alterations should be made to existing visitor programs. In
addition, the Refuge will continue to work with the Friends of Hakalau Forest on various Refuge
programs, community outreach, and Refuge management needs. These activities will allow the
Refuge staff to ensure the biological integrity, diversity, and environmental health of the units arerestored or maintained.

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1.3 Content and Scope of the CCPThis CCP provides guidance for management of Refuge habitats and wildlife and administration of
public uses on Refuge lands. The Hakalau Forest NWR CCP is also intended to comply with therequirements set forth in the National Wildlife Refuge System Administration Act of 1966
(Administration Act), as amended by the National Wildlife Refuge Improvement Act of 1997
(16 U.S.C. 668dd-668ee) and the National Environmental Policy Act (NEPA), as amended(42 U.S.C. 4321-4347). Information in the CCP includes:
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An overall vision for the Refuge, each unit’s establishment history and purposes, and their role in
the local ecosystem (Chapter 1);
Goals and objectives for specific conservation targets and public use programs, as well as
strategies for achieving the objectives (Chapter 2);
A description of the physical environment of the Refuge (Chapter 3);
A description of the conservation targets, their condition and trends on the Refuge and within thelocal ecosystem, a presentation of the key desired ecological conditions for sustaining the targets,and a short analysis of the threats to each conservation target (Chapter 4);
An overview of the Refuge’s public use programs and facilities, a list of desired future conditions
for each program, and other management considerations (Chapter 5);
A list of resident species (both native and nonnative) known from the Refuge (Appendix A);
Evaluations of existing and proposed appropriate public and economic uses for compatibility
with the Refuge’s purposes (Appendix B);
An outline of the projects, staff, and facilities needed to support the CCP (Appendix C);
A review for wilderness designation (Appendix D);
Summary of a workshop held for implementing recovery for endangered forest birds(Appendix E);
A Biological Integrity, Diversity, and Environmental Health Table (Appendix F);
Integrated Pest Management Program (Appendix G);
Statement of Compliance for CCP (Appendix H);
List of acronyms (Appendix I);
A list of CCP Team Members (Appendix J);
A summary of public involvement (Appendix K); andA summary of past and current management (Appendix L).

1.4 Planning and Management Guidance
1.4.1 U. S. Fish and Wildlife Service Mission
The mission of the Service is “working with others, to conserve, protect and enhance fish andwildlife and their habitats for the continuing benefit of the American people.” National natural
resources entrusted to the Service for conservation and protection include migratory birds,
endangered and threatened species, interjurisdictional fish, wetlands, and certain marine mammals.

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Chapter 1. Introduction and BackgroundHakalau
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Forest National Wilddlife Refuge
Comprehenssive Conservatiion Plan

Figure 1-1. Refuge vicinity.

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Chapter 1. Introduction and BackgroundHakalau
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Forest National Wilddlife Refuge
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Figure 1-2. HFU location.

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Chapter 1. Introduction and BackgroundHakalau
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Forest National Wilddlife Refuge
Comprehenssive Conservatiion Plan

Figure 1-3. KFU location.
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The Service also manages national fish hatcheries, enforces Federal wildlife laws and international
treaties on importing and exporting wildlife, assists with State/Territorial fish and wildlife programs,
and helps other countries develop wildlife conservation programs. The Service is an agency within
the Department of the Interior (DOI), and is the principal Federal agency responsible for conserving,protecting, and enhancing fish, wildlife, and plants and their habitats for the continuing benefit of theAmerican people.

1.4.2 National Wildlife Refuge System
The Refuge System is the world’s largest network of public lands and waters set aside specificallyfor conserving wildlife and protecting ecosystems. From its inception in 1903, the Refuge System
has grown to encompass 553 national wildlife refuges in all 50 States, 4 U.S. territories, and anumber of unincorporated U.S. possessions, and waterfowl production areas in 10 States, covering
more than 150 million acres of public lands. It also manages four marine national monuments in the
Pacific in coordination with the National Oceanic and Atmospheric Administration (NOAA) andaffected States/Territories. More than 40 million visitors annually fish, hunt, observe and photographwildlife, or participate in environmental education and interpretive activities on these refuges.
Refuges are guided by various Federal laws and Executive orders, Service policies, and international
treaties. Fundamental are the mission and goals of the Refuge System and the designated purposes of
the Refuge unit as described in establishing legislation, Executive orders, or other documents
establishing, authorizing, or expanding a refuge.
Key concepts and guidance for the Refuge System derive from the Administration Act, the Refuge
Recreation Act of 1962 (16 U.S.C. 460k-460k-4), as amended, Title 50 of the Code of Federal
Regulations, and the Fish and Wildlife Service Manual. The Administration Act is implemented
through regulations covering the Refuge System, published in Title 50, subchapter C of the Code ofFederal Regulations. These regulations govern general administration of units of the Refuge System.
This CCP complies with the Refuge Administration Act.

1.4.2.1 National Wildlife Refuge System Mission and Goals
The mission of the Refuge System is:“to administer a national network of lands and waters for the conservation, management,
and where appropriate, restoration of the fish, wildlife, and plant resources and theirhabitats within the United States for the benefit of present and future generations ofAmericans” (National Wildlife Refuge System Administration Act of 1966, as
amended)(16 U.S.C. 668dd).
Wildlife conservation is the fundamental mission of the Refuge System. The goals of the Refuge
System, as articulated in the Mission, Goals, and Refuge Purposes Policy (601 FW1) are:
 Conserve a diversity of fish, wildlife, and plants and their habitats, including species that areendangered or threatened with becoming endangered;

Develop and maintain a network of habitats for migratory birds, anadromous andinterjurisdictional fish, and marine mammal populations that is strategically distributed andcarefully managed to meet important life-history needs of these species across their ranges;

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Hakalau Forest National Wildlife Refuge
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Conserve those ecosystems, plant communities, wetlands of national or international significanceand landscapes and seascapes that are unique, rare, declining, or underrepresented in existing
protection efforts;

Provide and enhance opportunities to participate in compatible wildlife-dependent recreation(hunting, fishing, wildlife observation and photography, and environmental education andinterpretation); andFoster understanding and instill appreciation of the diversity and interconnectedness of fish,
wildlife, and plants and their habitats.

1.4.3 National Wildlife Refuge System Administration Act
Of all the laws governing activities on refuges, the Administration Act exerts the greatest influence.
The National Wildlife Refuge System Improvement Act of 1997 (Improvement Act) amended theAdministration Act by including a unifying mission for all refuges as a system, a new process fordetermining compatible uses on refuges, and a requirement that each refuge will be managed under a
CCP developed in an open public process.
The Administration Act states the Secretary of the Interior shall provide for the conservation of fish,
wildlife, and plants, and their habitats within the Refuge System as well as ensure that the biologicalintegrity, diversity, and environmental health of the Refuge System are maintained. House
Report 105–106 accompanying the Improvement Act states ‘‘… the fundamental mission of our
System is wildlife conservation: wildlife and wildlife conservation must come first.’’ Biologicalintegrity, diversity, and environmental health (BIDEH) are critical components of wildlife
conservation. As later made clear in the BIDEH Policy, “the highest measure of biological integrity,
diversity, and environmental health is viewed as those intact and self-sustaining habitats and wildlife
populations that existed during historic conditions.”
Under the Administration Act, each refuge must be managed to fulfill the Refuge System mission as
well as the specific purposes for which it was established. The Administration Act requires theService to monitor the status and trends of fish, wildlife, and plants in each refuge.
Additionally, the Administration Act identifies six wildlife-dependent recreational uses for priority
consideration. These uses are hunting, fishing, wildlife observation and photography, andenvironmental education and interpretation. Under the Administration Act, the Refuge is to grant
these six wildlife-dependent public uses special consideration in the planning for, management of,and establishment and expansion of units of the Refuge System. The overarching goal is to enhancewildlife-dependent recreation opportunities and access to quality visitor experiences on refuges while
managing refuges to conserve fish, wildlife, plants, and their habitats. New and ongoing recreational
uses should help visitors focus on wildlife and other natural resources. These uses should provide an
opportunity to make visitors aware of resource issues, management plans, and how the refuge
contributes to the Refuge System and the Service mission. When determined compatible on a refugespecific basis, these six uses assume priority status among all uses of the refuge in question. The
refuge is then directed to make extra effort to facilitate priority wildlife-dependent public use
opportunities.

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When preparing a CCP, refuge managers must reevaluate all general public, recreational, andeconomic uses (even those occurring to further refuge habitat management goals) proposed oroccurring on a refuge for appropriateness and compatibility. No refuge use may be allowed orcontinued unless it is determined to be appropriate and compatible. Generally, an appropriate use is
one that contributes to fulfilling the refuge purpose(s), the Refuge System mission, or goals or
objectives described in a refuge management plan, such as this CCP. A compatible use is a use that,in the sound professional judgment of the refuge manager, will not materially interfere with or
detract from the fulfillment of the mission of the Refuge System or the purposes of the refuge.
Updated Appropriateness Findings and Compatibility Determinations for existing and proposed uses
for Hakalau Forest NWR are in Appendix B.
The Administration Act also requires that, in addition to formally established guidance, the CCP
must be developed with the participation of the public. Issues and concerns articulated by the public
played a role in guiding the development of the CCP, and together with the formal guidance, played arole in development of the final CCP. It is the Service’s policy to invite public participation in CCP
development, to carry out an open public CCP process, and secure public input throughout theprocess.

1.5

Relationship to Previous and Future Refuge Plans

Planning has been a part of refuge operations since establishing refuges began. However, not allplans were completed in a comprehensive fashion, or with public participation considered adequate
today. For Hakalau Forest NWR, a considerable number of plans were completed over the years to
guide managers.

1.5.1 Previous Plans
Plans and/or management agreements (plans addressing one program or resource) have beendeveloped for Hakalau Forest NWR (Hakalau Forest Unit and Kona Forest Unit). Existing plansinclude: Refuge Management Plan (1989);
 Feral Ungulate Management Plan (1996);
 Draft Reforestation Management Plan (May 1996);
 Wildland Fire Management Plan-Hakalau (2002);
 Wildland Fire Management Plan-Kona (2002);
 Occupant Emergency Plan (2003);
 Annual Habitat Work Plan (2004);
 Visitor Services Evaluation Report (2004);
 Safety Plan, Hakalau Forest Unit (April 2004);
 Aviation Mishap Response Plan (2005);
 Continuity of Operations Plan (2009);
 Fleet Management Plan (2009);
 USFWS Pandemic Influenza Plan (2009); and Medical Emergency Dispatch Plan (2009).

Chapter 1. Introduction and Background

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1.5.2 Future Planning
The CCP will be revised every 15 years or sooner if monitoring and evaluation determine thatchanges are needed to achieve the Refuge’s purposes, vision, goals, or objectives. The CCP provides
guidance in the form of goals, objectives, and strategies for Refuge program areas but may lack someof the specifics needed for implementation. Stepdown management plans may be developed forindividual program areas, as needed, following completion and approval of the CCP. Stepdown plans
may require additional NEPA and other compliance. Several stepdown plans (e.g., Habitat
Management Plan, Inventory and Monitoring Plan, and Integrated Pest Management Plan) areappropriate to develop and/or update following the CCP completion; all of these will be founded on
the management goals, objectives, and strategies outlined in the CCP. The Integrated Pest
Management Plan (IPM) should address coordination with all other Federal, State, and regional
agencies as well as neighboring private landowners in order to effectively combat the spread ofinvasive species.

In addition, national wildlife refuges may serve as important strategic anchor points for areaconservation efforts. With the completion of the CCP, the Refuge staff has initiated and willcomplete a Land Protection Planning effort in cooperation with other agencies and interested parties
to assess and identify land conservation priorities and opportunities in the vicinity of Refuge units.
The Refuge staff will expand coordination efforts with existing partners on both the windward
Mauna Kea (Hakalau Forest Unit) and the South Kona (Kona Forest Unit) sides of Hawai‘i Island toseek input on potential Refuge involvement in area conservation efforts and needs beyond ourcurrent boundaries in order to determine a desired goal and appropriate role for the Refuge. Potential
additions or expansion of Hakalau Forest NWR and examination of various land protection tools will
be explored. Land protection as part of the Refuge System may include fee title acquisition,conservation easements, and/or cooperative agreements.
Currently, the Refuge identifies parcels on a case-by-case basis for protection as they become
available from willing sellers. A landscape approach on the slopes of Mauna Kea and Mauna Loa
will allow staff to focus efforts and work with partners to ensure that habitat needs are met over alarger area. In addition, corridors between patches of protected habitat are critical for species
migration in response to climate change. Species distribution and abundance is likely to change based
upon precipitation patterns, temperature variations, and shifts in mosquito zones. The Refuge willtake a landscape level view of opportunities to augment the habitat protection currently provided by
the existing Refuge lands.

1.6 Refuge Establishment and Purposes
The Administration Act directs the Service to manage each refuge to fulfill the mission of the Refuge
System, as well as the specific purposes for which that refuge was established. Refuge purposes are
the driving force in developing refuge vision statements, goals, objectives, and strategies in the CCP.
Refuge purposes are also critical to determining the appropriateness and compatibility of all existingand proposed refuge uses.
Lands within the Refuge System are acquired and managed under a variety of legislative acts,
administrative orders, and legal authorities. The official purpose or purposes for a refuge are

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Comprehensive Conservation Plan

specified in or derived from the law, proclamation, Executive order, agreement, public land order,
donation document, or administrative memorandum establishing, authorizing, or expanding a refuge,
refuge unit, or refuge subunit. The Service defines the purpose of a refuge when it is established orwhen new land is added to an existing refuge. When an addition to a refuge is acquired under anauthority different from the authority used to establish the original refuge, the addition takes on the
purposes of the original refuge, but the original refuge does not take on the purposes of the addition.
Refuge managers must consider all of these purposes. Additionally, refuge boundaries may
encompass lands that the refuge itself does not own. Therefore, note in Figures 1-2 and 1-3 thedistinction between Refuge ownership and authorized boundaries.

1.6.1 Hakalau Forest Unit Purposes
Established on October 29, 1985, the purposes of Hakalau Forest Unit are:
 “… to conserve (A) fish or wildlife which are listed as endangered species or threatened species.
. . or (B) plants . . . (C) the ecosystems upon which endangered species and threatened species
depend . . .” (Endangered Species Act of 1973, as amended, 16 U.S.C. 1534);“To assure the perpetuation of native forest habitats of the Upper Hakalau Forest for theprotection of a number of endangered animals and plants endemic to the area. . . .” (FONSI for
the Environmental Assessment: Proposal to Establish an Upper Hakalau National Wildlife
Refuge, Hawai‘i County, Hawai‘i, May 1985).

1.6.2 Kona Forest Unit Purposes
The Kona Forest Unit, acquired on December 12, 1997, has the following purposes:
 The purposes listed for the Hakalau Forest Unit also apply to the Kona Forest Unit;
 In addition, “. . .to protect, conserve, and manage a portion of the native forest in south Kona,
primarily for the benefit of the ‘alalā and other endangered and threatened species” (1997 Final
Environmental Assessment for the Proposed Kona Forest Unit of the Hakalau Forest NWR).

1.7

Relationship to Ecosystem Management Goals or Plans

1.7.1 Landscape Level Initiatives
Strategic Habitat Conservation (SHC): Through a cooperative effort culminating in the 2006
National Ecological Assessment Team Report, the Service and USGS outlined a unifying adaptive
resource management approach for conservation at “landscape” scales, the entire range of a priority
species or suite of species. Known as “strategic habitat conservation” or SHC, it is a way of thinking
and of doing business that requires us to set biological goals for priority species populations, allows
us to make strategic decisions about our work, and encourages us to constantly reassess and improve
our actions – all critical steps in dealing with large-scale conservation challenges and the uncertaintyof accelerated climate change.
In April 2009, Service leadership set up a national geographic framework for implementing
landscape conservation. This framework has led to the creation of Landscape Conservation

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Cooperatives (LCCs). The LCCs are conservation-science partnerships between the Service, Federal
agencies, States, Territories, tribes, NGOs, universities, and other entities. They are fundamental
units of planning and science capacity to help us carry out the functional elements of SHC, biologicalplanning, conservation design, conservation delivery, monitoring, and research, and inform ourstrategic response to accelerated climate change.
The Pacific Islands Climate Change Cooperative (PICCC) is the LCC focused on Hawai‘i, theMariana Islands, and American Samoa. Established in late 2009, it will create the technical capacity,
decision support tools, and organizational structure to address landscape-scale conservation issues
using SHC. These tools will help managers reach explicit conservation objectives for native species
and habitats in the face of climate change and ongoing threats such as fire, land conversion, andinvasive species. Under the direction of a steering committee that includes Service representatives,
the PICCC will develop models that predict how natural resources and processes may respond toclimate change, assess management options using models and historical data, and collectively
determine priority conservation strategies. To make the link between modeling and management, the
PICCC will assess the vulnerability of targeted species and ecosystems, and assist partners inchoosing among potential management strategies based on their likelihood for success. Monitoring of
response variables and ecosystem change will be coordinated across agencies and jurisdictions, andwill include the structures provided by the Refuge System’s Inventory and Monitoring program.
The Hawaiian and Pacific Islands NWRs anticipate using climate change information provided by
the PICCC as foundational products from which to do more detailed site-specific and species-specificanalyses critical to the preparation of planning documents and to prioritize on-the-groundconservation actions. Although the information developed by PICCC will be focused on priority
species and habitats determined by the partnership and may not be specifically targeting all of theService climate science needs, it is hoped that it will provide much of the basic scientific informationneeded to design and deliver climate-informed conservation actions.

Watershed Partnerships: The Hawai‘i Association of Watershed Partnerships (HAWP) wasestablished in 2003. HAWP includes 9 island-based Watershed Partnerships, including more than 60
public and private partners on 6 islands. Over 1.2 million acres of forest lands are covered by existingplans. The Watershed Partnerships consist of public and private landowners and other partners
working in voluntary collaboration to protect forested watersheds and preserve ecosystem services.
The HAWP works to facilitate sharing of watershed management knowledge, build public support
and awareness of watershed values, and develop sustainable funding sources for the WatershedPartnerships.
Forested watersheds are vital recharge regions for Hawai‘i’s underground aquifers and a dependable
source of clean water for its streams and people. They are also home to the last remaining native
ecosystems in Hawai‘i and house thousands of native species of animals and plants found nowhere
else on Earth. Most management actions are habitat based and revolve around combating the mainthreats of ungulates (hoofed animals such as goats, deer, sheep, pigs, etc.) and invasive species.
Partnership activities include fencing and ungulate removal, invasive species control, rare plant
outplanting and native habitat restoration, and outreach and education. These management actions
make a critical difference by benefitting native forests, watersheds, coastal, and coral reef areas by
reducing erosion and sedimentation runoff into streams.

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On the Island of Hawai‘i, there are presently two Watershed Partnerships in the vicinity of the
Refuge: Three Mountain Alliance and the Mauna Kea Watershed Alliance. The Big Island National
Wildlife Refuge Complex participates in both of these groups.
The largest Watershed Partnership in the islands, the Three Mountain Alliance (originally known as
the ‘Ōla‘a-Kīlauea Partnership), was formed in 2007 and covers 1,116,300 ac. With nine partners, theoverall goal of the Three Mountain Alliance (TMA) is to sustain the multiple ecosystem benefits ofthe three mountains of Kīlauea, Mauna Loa, and Hualālai by responsibly managing its watershedareas, native habitats and species, and historic, cultural, and socioeconomic resources for all who
benefit from the continued health of these three mountains.
The TMA was formed when members of the ‘Ōla‘a-Kīlauea Partnership (OKP), based on their
10-year success of partnering, decided to enlarge watershed protection and management to more than
1 million acres across Mauna Loa, Kīlauea, and Hualālai as part of an expanded Partnership.
Members have agreed there is a compelling need to collaborate on a wide variety of land
management issues in forested watersheds across this TMA landscape. Coordinated management
across this landscape is critical to sustain adequate quality and quantity of water and to provide
important habitat for a wide diversity of native plants and animals, including endangered species. In
addition, the health of these lands is strongly connected with the quality of life for people and local
communities. Even in the absence of a formal partnership, private and public landowners in thisregion have recognized the value of collaboration to address shared management challenges such as
invasive weeds, fire, and feral cattle.
The OKP has been highly successful in addressing conservation challenges within a 30,000 ac area,
centered on the ‘Ōla‘a Tract of Hawai‘i Volcanoes National Park (HAVO). The OKP includes theState (DLNR, Department of Public Safety), National Park Service, Fish and Wildlife Service, U.S.
Geological Survey Pacific Island Ecosystems Research Center, Kamehameha Schools, U.S.
Department of Agriculture’s Forest Service, and The Nature Conservancy.
Cooperating in the areas of staff expertise and funding to conserve native ecosystems for over a
decade has significantly reduced the threats of invasive ungulates and weeds on Federal, State, andprivate lands.
The TMA includes the original Federal, State, and private partners of the OKP, as well as the U.S.
Department of Agriculture’s Natural Resources Conservation Service. Other agencies and key
private landowners with a management interest in the landscape issues will be invited to join the
TMA to participate in collaborative efforts addressing specific management challenges.
A Memorandum of Understanding (MOU) outlines the following overall principles that serve as thefoundation of the TMA: The three mountains of Kīlauea, Mauna Loa, and Hualālai are ancient, sacred to Hawaiians, andcritically important to the life, health, and well being of the native ecosystems and humancommunities that inhabit them; TMA members have a responsibility (kuleana) to care for these mountains, including native
ecosystems and human communities that share this landscape; Management is needed to maintain healthy forested watersheds on the slopes of Kīlauea, Mauna
Loa, and Hualālai to sustain the future quality and quantity of fresh water;

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





Other lands (e.g., younger lava flows, grasslands, crop land and coastal lands) within the TMA
area also contribute to water quality and quantity;
The health of the nearshore ocean resources are intimately connected to the health of the uplandsin the traditional ahupua‘a;Management of these lands would benefit Hawai‘i’s native flora and fauna;
Many of the threats to the watershed, such as ungulates, fire, insects, diseases, and invasive
nonnative plants, occur across common land ownership boundaries; andEffective management is best achieved through the coordinated actions of all major landowners
in the TMA area irrespective of property lines.

Approximately 85 percent of the total TMA land area is comprised of native ecosystems. The TMA
contains some of the largest expanses of intact native forest remaining in the Hawaiian Islands(approximately 50 percent of the State’s remaining native habitat). Due to the variations in elevation,
climate, and vegetation, the TMA is home to thousands of native species, as well as rare andthreatened or endangered species (many of which are endemic to the island).
Management programs address habitat protection and restoration, watershed protection, compatible
economic use, compatible recreation and ecotourism, education, awareness and public outreach,
cultural resource protection and research, and monitoring and management program indicators.
The Mauna Kea Watershed Alliance (MKWA) encompasses over 525,000 ac or over 820 mi2 above
the 2,000 ft elevation on the windward slopes of Mauna Kea, Hawai‘i Island’s tallest mountain.
Members of this newly formed collaboration include the Hawai‘i DLNR, by and through its Divisionof Forestry and Wildlife and its Land Management Division, Kamehameha Schools, Parker Ranch,
U.S. Army (Pōhakuloa Training Area), the Service, DHHL, University of Hawai‘i (Office of Mauna
Kea Management), and Kūka‘iau Ranch. A draft management plan for the watershed was completed
in 2010.
The vision of the MKWA is to protect and enhance watershed ecosystems, biodiversity, andresources through responsible management, while promoting economic sustainability and providing
recreational, subsistence, educational, and research opportunities. The MKWA will identify
Watershed Areas of importance on Mauna Kea that include lands owned or controlled by one ormore of the members for which coordinated care and management would be suitable; and whereappropriate, with the consent of the members owning or controlling lands within the Watershed Area,
cooperate in the development and implementation of watershed management plans that will
document resource values and identify priority watershed management objectives and strategies.
Department of Hawaiian Home Lands ‘Āina Mauna Legacy Program: Land use is subject to the
Hawaiian Homes Commission. The DHHL owns and manages the Humu‘ula/Pi‘ihonua areaadjacent to the HFU. This area, at 56,000 acres, represents 48 percent of the entire land acreage
owned by DHHL on Hawai‘i Island. Two plans guide the management of these lands, the Hawai‘iIsland Plan and the ‘Āina Mauna Legacy Plan (2009). The mission of the ‘Āina Mauna Legacy
Program (the Legacy Program) and its implementation is to protect approximately 56,000 ac ofnative Hawaiian forest that is ecologically, culturally, and economically self‐sustaining for the
Hawaiian Home Lands Trust, its beneficiaries and the community. Initial goals for the ‘Āina Mauna
Legacy Program include:

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Goal 1: Develop an economically self‐sustaining improvement and preservation program for thenatural and cultural resources (invasive species eradication and native ecosystem restoration) and
implementation strategy.
The focus of the ‘Āina Mauna Legacy Program shall be on: Restoration and enhancement of DHHL trust resources; Identification of immediate and future opportunities for DHHL beneficiaries; Removal of invasive species – gorse, etc.;
 Conserve natural and cultural resources and endangered species; Address reforestation and restoration of the ecosystem; Develop revenue generation, reinvestment in land to sustain activities;
 Provide educational and cultural opportunities;
 Identify and secure partners to sustain activities;
 Identify opportunities for alternative/renewable energy projects; and Be a lead and/or model for others to engage in ecosystem restoration in a culturally sensitive
manner based on partnerships to develop a self‐sustaining model.
Goal 2: Develop an outreach program to gain interest, participation, and support from the Hawaiian
Homes Commission, DHHL staff, beneficiaries groups, cultural practitioners, natural resource
scientists, and the broader community for the Legacy Program and its implementation.
The goals and actions of the Legacy Program mesh very well with the vision, goals, and objectives ofthe Hakalau Forest NWR CCP. Specifically, the removal of invasive species, conservation of naturaland cultural resources and endangered species, habitat restoration, reforestation, fencing, and climatechange, along with partnership opportunities, are all key components where we can work together.
We look forward to the exchange of ideas, resources, and technical assistance that coordination withthis important adjacent landowner can provide.
Hawai‘i Experimental Tropical Forest: Established in 2007, the mission of the Hawai‘i
Experimental Tropical Forest (HETF) is to provide landscapes, facilities, and data/information for
those wishing to conduct research and education activities contributing to a better understanding of
the biological diversity and functioning of tropical forest and stream ecosystems and their
management. The HETF represents a significant contribution in the global effort that is necessary tounderstand and protect some of the most threatened and endangered ecosystems in the world. Thiscan best be accomplished by facilitating tropical natural areas/species research, fostering anenvironment for interaction and exchange of information among scientists and to those outside thescientific community, and providing education and demonstration opportunities for those interested
in tropical forest studies and management. Major research topics of the HETF are:
1. Structure and function of tropical wet forest and dry forest watersheds and theircomponent parts.
This emphasis area will focus on how tropical forest ecosystems work. Research will strive togain a better understanding of the physical, chemical, and biological processes at all relevant
geographic and time scales.
2. Structure and function of freshwater and nearshore marine ecosystems in tropicallandscapes.

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3. Invasive Alien Species.
One of the greatest threats Hawaiian forests currently face are invasive alien species. It is
impossible to determine what new challenges resource managers will be faced with in the
future. But this underscores the need for long-term databases in Hawai‘i.
4. Methods/tools for restoration of tropical forest ecosystems.
Hawaiian forests have been subject to a number of natural and human-induced perturbations
over the last 250 years. A key information need for land managers involves learning the mosteffective and cost-efficient methods for restoring disturbed habitats and landscapes. There areample opportunities for investigating different restoration methods in different kinds of plantcommunities that are found on the HETF.
5. Impact of global climate change on tropical ecosystems.
6. Native Hawaiian/traditional resource management techniques.
There is a need to provide opportunities for investigation of traditional land management
practices originally used by Native Hawaiians (Polynesians). The HETF has the capacity toaccommodate some experimentation of customary traditional uses and learn how the forest
ecosystem responds to these methods of management.
7. Specialty wildland management topics.
Some special or unique land and resource management activities require additional researchor demonstration to hone management techniques and inform future decisionmaking. Some
examples that could be accommodated in the HETF include: Impacts of fire/fire ecology;
 Reintroduction of threatened and endangered species; and Introduction of biocontrol agents for invasive species.
The geographic study areas of the HETF are located adjacent to the Refuge. The HETF investigatorsand their associates have study plots on the Refuge for a number of collaborative research efforts. It
is anticipated that many of the research findings from this initiative will assist the Refuge withmanagement of similar habitats and species, especially given the long relationship that the Refuge
has had with the USFS in testing applied research to improve management at the Refuge.

1.7.2 Statewide Plans (including Threatened and Endangered Species
Recovery Plans)
Hawai‘i’s Comprehensive Wildlife Conservation Strategy (Mitchell, C. et al., 2005): Hawai‘i’sComprehensive Wildlife Conservation Strategy (CWCS) (now known as Hawai‘i’s Wildlife ActionPlan) presents strategies for long-term conservation of the full range of the State’s native terrestrial
and aquatic species, over 10,000 of which are found nowhere else on earth, and their habitats. The
reason for developing a CWCS is to continue participation in the State Wildlife Grant (SWG)
program administered by the Service. The Hawai‘i Department of Land and Natural Resources took
the lead in preparing the CWCS and went beyond simply meeting mandated requirements by making
the CWCS a useful document to guide conservation efforts across the State. The CWCS builds on
and synthesizes information gathered from existing conservation partnerships and cooperative
efforts, such that the development of this Strategy is based on collaboration with other local, State,and Federal agencies, nongovernmental organizations, private landowners, and interested citizens.
Recognizing the effectiveness of taking conservation actions at a habitat level in addition to a
species-specific level, the CWCS emphasizes threats to species and their habitats and conservation

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Comprehensive Conservation Planneeds at three levels: Statewide, islandwide, and taxa-specific. The CWCS presents an overview of
Hawai‘i’s unique species and their habitats, identifies the major threats to the long-term conservationof these species and habitats, and presents seven conservation objectives to address these threats.
Under each objective, strategies of highest priority are labeled; however, because conservation needs
in Hawai‘i far exceed the resources available, implementation of any of the identified strategies will
benefit native wildlife and habitats.
Hawai‘i’s Species of Greatest Conservation Need (SGCN) include the ‘ōpe‘ape‘a, the only native
terrestrial mammal in the State, all endemic aquatic animals, additional indigenous aquatic animals
identified as in need of conservation attention, a range of native plants identified as in need ofconservation attention, and all identified endemic algae. The SGCN includes: terrestrial mammal(1), birds (77), terrestrial invertebrates (approximately 5,000), freshwater fishes (5), freshwater
invertebrates (12), anchialine pond-associated fauna (20), marine mammals (26), marine reptiles (6),marine fishes (154), marine invertebrates (197), and flora (over 600).
The major threats facing Hawai‘i’s native wildlife are common to most species groups and habitats
and include: Loss and degradation of habitat resulting from human development, alteration of hydrology,
wildfire, invasive species, recreational overuse, natural disaster, and climate change; Introduced invasive species (e.g., habitat modifiers, including weeds, ungulates, algae and corals,
predators, competitors, disease carriers, and disease); Limited information and insufficient information management; Uneven compliance with existing conservation laws, rules, and regulations; Overharvesting and excessive extractive use; Management constraints; and Inadequate funding to implement needed conservation actions.
To address these threats, the CWCS identifies multiple strategies to implement the following sevenpriority conservation objectives for the State:
1. Maintain, protect, manage, and restore native species and habitats in sufficient quantity andquality to allow native species to thrive;
2. Combat invasive species through a three-tiered approach combining prevention and interdiction,
early detection and rapid response, and ongoing control or eradication;
3. Develop and implement programs to obtain, manage, and disseminate information needed to
guide conservation management and recovery programs;
4. Strengthen existing and create new partnerships and cooperative efforts;
5. Expand and strengthen outreach and education to improve understanding of our native wildlife
resources among the people of Hawai‘i;
6. Support policy changes aimed at improving and protecting native species and habitats; and7. Enhance funding opportunities to implement needed conservation actions.
The Hakalau Forest NWR CCP includes strategies that address these priority conservation objectives.
In particular, objectives 1, 2, 4, and 5 are key components of Refuge management programs.
Revised Recovery Plan for Hawaiian Forest Birds (USFWS 2006): The Recovery Plan for
Hawaiian Forest Birds applies to 21 species. It identifies four species that are found on Hakalau
Forest NWR (Hakalau Forest and Kona Forest Units). The overall recovery plan efforts are outlined

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here followed by specific recommendations for the individual species. The individual species
sections focus only on Recovery Strategies, as life-history and habitat requirements are covered in
Chapter 4.
Threats: The primary threats to Hawaiian forest birds are habitat loss and degradation due toagriculture, urbanization, cattle grazing, browsing by ungulate species, timber harvesting, andinvasion of nonnative plant species into native-dominated plant communities; predation by alienmammals; and diseases carried by alien mosquitoes. The periodic dieback of native plant species due
to natural or alien-species-induced processes is a threat in some areas. The majority of recovery
actions therefore address threats to habitat, disease, and predation. The direct overutilization of
Hawaiian forest birds for commercial, recreational, scientific, or educational purposes; and theinadequacies of existing regulatory mechanisms are not considered significant current threats.
Several Hawaiian forest birds now occur in such low numbers and in such restricted ranges that they
are threatened by natural processes, such as inbreeding depression and demographic stochasticity,and by natural and manmade factors such as hurricanes, wildfires, and periodic vegetation dieback.
Impacts of alien birds are not well understood, but include aggressive behavior toward native bird
species; possible competition for food, nest sites, and roosting sites; and possibly supporting elevatedpredator population levels.
Recovery Objectives: The primary recovery objectives for each species (taxon) are to:
1. Restore populations to levels that allow the taxon to persist despite demographic andenvironmental stochasticity and that are large enough to allow natural demographic andevolutionary processes to occur;
2. Protect enough habitat to support these population levels; and3. Identify and remove the threats responsible for its decline.
Recovery Criteria: Recovery criteria were developed for each taxon to guide recovery efforts andensure that all their recovery needs are addressed. The criteria are similar for all species because they
face similar threats and many of them occur in the same geographic areas, but the first criterion inparticular was adapted for each species and reflects the unique characteristics of the ecology,
conservation needs, and current and historical distribution of each species.
A taxon may be downlisted from endangered to threatened when all four of the following criteria
have been met, as well as any species-specific criteria listed in Table 6 (Section III, Recovery
Criteria):(1) The species occurs in two or more viable populations or a viable metapopulation that represent
the ecological, morphological, behavioral, and genetic diversity of the species;(2) Viability of the populations is demonstrated through either (a) quantitative surveys show that the
number of individuals in each isolated population or in the metapopulation has been stable orincreasing for 15 consecutive years, or (b) demographic monitoring shows that each populationor the metapopulation exhibits an average growth rate (lambda, λ) not less than 1.0 over a periodof at least 15 consecutive years; and total population size is not expected to decline by more than
20 percent within the next 15 consecutive years for any reason;(3) Sufficient habitat in recovery areas is protected and managed to achieve criteria 1 and 2 above;and(4) The threats that were responsible for the decline of the species have been identified andcontrolled.

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A taxon may be delisted when all four of the criteria above have been met for a 30-year period.
‘Ō‘ū (Psittirostra psittacea): The ‘ō‘ū is currently one of the rarest birds in Hawa‘i, and may
possibly be extinct, although past survey efforts have been insufficient to determine its status(Reynolds and Snetsinger 2001). The most recent observations indicate any remaining populations
are extremely localized in occurrence and are restricted to only a fraction of their former range in themidelevation ‘ōhi‘a forest on the islands of Kaua‘i and Hawai‘i only.
No conservation efforts have been initiated specifically targeting ‘ō‘ū, but several research projects
and Federal and State land management programs aimed at removing limiting factors for endangered
birds and plants have been undertaken since 1985, and these provide some benefits to ‘ō‘ū. On
Hawai‘i Island, large tracts of State and federally owned land are being intensively managed for
habitat restoration. Hawai‘i Volcanoes National Park, Hakalau Forest NWR, Pu‘u Maka‘ala Natural
Area Reserve, and the ‘Ōla‘a-Kīlauea Partnership (now TMA) area have been known to harbor ‘ō‘ūin the past 25 years, and each area currently has management programs aimed at removing ungulates
to restore native forest habitat and ongoing research into eliminating other threats.
‘Akiapōlā‘au (Hemignathus munroi): Four categories of recovery strategies have been identified;research, recovery areas, predator control, and captive propagation/reintroduction. For research,studies are identified as necessary in four main areas: (1) testing of survey methodology, followed bysurveying and mapping of all populations and long-term monitoring; (2) demographic studies tomeasure life-history parameters such as population structure, dispersion, dispersal, adultsurvivorship, clutch size, nesting success, social system, and phenology of nesting and molting;(3) habitat selection and foraging ecology, including diet and food availability, particularly inregenerating forest, as well as the role that koa silviculture practices play in the creation of suitable
habitat; and (4) response of ‘akiapōlā‘au populations to control of mammalian predators, particularly
in low-stature dry forests where the species has difficulty maintaining itself.
For recovery areas, the most important component of the recovery strategy for the ‘akiapōlā‘au isprotection, management, and restoration of koa/‘ōhi‘a forests above 4,400 ft elevation. Fencing
and/or removal of ungulates from the remaining high elevation forests will protect these areas andallow natural regeneration. Predator control is identified as an effective method of increasing
reproduction and survival in other Hawaiian forest birds (VanderWerf and Smith 2002). However,the degree of threat from alien rodents may vary among species and locations, and rodent control
programs initially should be conducted in an experimental way to document their effect on‘akiapōlā‘au populations.
Finally, captive propagation and reintroduction can augment natural recovery of ‘akiapōlā‘au andreestablishment of wild populations in portions of the former range. Captive propagation techniquessuch as collection of eggs from the wild, artificial incubation and hand rearing, captive breeding, andreintroduction may be required to speed recovery. Feasibility should be determined for reintroducing‘akiapōlā‘au into now protected areas of its former range, particularly at the Pu‘u Wa‘awa‘a Forest
Bird Sanctuary, the KFU of the Hakalau Forest NWR, Mauna Loa Strip of Hawai‘i Volcanoes
National Park, and, if it is managed as planned, the upper forests of Kīpāhoehoe Natural Area
Reserve.
Hawai‘i creeper (Oreomystis mana): The primary strategy for the recovery of the Hawai‘i creeper isthe protection and management of remaining koa/‘ōhi‘a forests above 4,900 ft elevation, and the
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restoration of degraded forests. Because the population is relatively large and the threat of extinction
is not imminent, recovery may be achieved more cost effectively through habitat management,
therefore captive propagation currently is of lower priority for this species.
Hawai‘i ‘ākepa (Loxops coccineus coccineus): The following four strategies have been identified for
Hawai‘i ‘ākepa; (1) habitat protection and nest site management, (2) disease resistance, (3) predator
control, and (4) captive propagation. The recovery plan identifies the most important component of
the recovery strategy for the Hawai‘i ‘ākepa as habitat protection and nest site management. This
includes protection of old-growth forest ecosystems, the use of artificial cavities to enable existing
populations to hold their own despite loss of nest-site trees, and research to address factors that affect
the growth form of regenerating ‘ōhi‘a.
Next, management of disease is identified as a major recovery strategy. Since eradication ofmosquitoes is not practical with methods currently available, the birds themselves may be the best
way of addressing the threat from disease. If individuals are discovered that tolerate disease, thengenetic techniques can determine if those genotypes are present outside the range of disease. If thosegenotypes are not present outside the range, then an appropriate management strategy would be tomove birds with pertinent genotypes into populations of birds that are not tolerant.
Third, predator control, especially rats, has been shown to be an effective method of increasing
reproduction and survival in other Hawaiian forest birds (VanderWerf and Smith 2002). However,the degree of threat from alien rodents may vary among species and locations, and rodent control
programs initially should be conducted in an experimental way to document their effect on ‘ākepa
populations.
Finally captive propagation is not considered essential for recovery at this time. However, it isanticipated that the Hawai‘i ‘ākepa will breed in captivity when they reach reproductive age. Progeny
from such captive propagation efforts would provide birds for reintroduction in order to establish andenhance wild populations.
Since native forest birds are a Refuge purpose species, many of the CCP goals, objectives, andstrategies tie directly to forest bird recovery. Native forest restoration, including plant and animal
species that are components of the forest, is the key component of this CCP and future managementat Hakalau Forest NWR.
Recovery Plan for the ‘Ōpe‘ape‘a (Lasiurus cinereus semotus, Hawaiian Hoary Bat) (USFWS1998): The ‘ōpe‘ape‘a is the only native land mammal in the Hawaiian Islands. Research is the key
to reaching the ultimate goal of delisting the ‘ōpe‘ape‘a, because currently available information is solimited that even the most basic management actions cannot be undertaken with the certainty thatsuch actions will benefit the subspecies. The initial focus for developing standardized survey andmonitoring techniques and collecting basic life-history information will be on ‘ōpe‘ape‘a populations
on the Island of Hawai‘i, which apparently has the largest population of ‘ōpe‘ape‘a. Completion ofresearch tasks will not only establish the distribution and abundance of ‘ōpe‘ape‘a, but will also
provide information on specific roosting habitat associations and food habits.
With basic information on the location of ‘ōpe‘ape‘a and their resource needs, threats can then be
identified and managed. Management actions that may be needed to address threats include
protection of key roosting and foraging areas, particularly if ‘ōpe‘ape‘a or their food resources
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depend on native vegetation. Predation, the potential impacts of pesticides to bats or their foodresources, and other threats may also need to be addressed.
Refuge staff are interested in helping to learn more about the ‘ōpe‘ape‘a to assist in developing
conservation strategies that could be incorporated into management actions at Hakalau Forest NWR.
Recovery Plan for the Big Island Plant Cluster (I & II) (USFWS 1996, 1998): The recovery plan
and addendum for plants that are found on Hawai‘i Island include 13 species that are or have beenfound on one or both of the units of Hakalau Forest NWR. For the purposes of this review, we havegrouped the endangered plants according to recovery actions. This allows Refuge staff to review
recovery actions to determine the greatest conservation benefit that Refuge habitat management
actions can have on various species.
Species: Clermontia lindseyana, Cyanea hamatiflora ssp. carlsonii, Portulaca sclerocarpa
Recovery Action: Current populations of these species should be protected from ungulates wherever
possible, and their habitat managed for deterrence of nonnative plant invasions. Propagation andoutplanting efforts should be encouraged and continued.
Species: Clermontia peleana, Clermontia pyrularia, Cyanea shipmanii
Recovery Action: In order to prevent possible extinction of these taxa, maintenance of ex situ genetic
stock is necessary. The known plants should be protected from ungulates, particularly pigs, via
fencing or other means. Propagation and outplanting of ex situ stock will likely be needed in order toestablish a sufficient number of plants for recovery within each location and an additional location
will need to be established.
Species: Cyanea stictophylla
Recovery Action: In order to prevent possible extinction of this taxon, maintenance of ex situ genetic
stock is necessary. The known plants should be protected from ungulates, particularly pigs, via
fencing or other means. Propagation and outplanting of ex situ stock will likely be needed in order toestablish a sufficient number of plants for recovery within each location and an additional two
locations will need to be established.
Species: Cyrtandra tintinnabula
Recovery Action: In order to prevent possible extinction of this taxon, maintenance of ex situ genetic
stock is necessary. The known plants should be protected from ungulates, particularly pigs, via
fencing or other means. Propagation and outplanting of ex situ stock will likely be needed in order toestablish a sufficient number of plants for recovery within each location and an additional location
will need to be established. Research into pollination vectors is needed.
Species: Nothocestrum breviflorum
Recovery Action: Propagation and maintenance of ex situ genetic stock is necessary. Populations
should be protected from cattle via fencing or other means, and competing alien plant taxa,
specifically Schinus terebinthifolius, lantana, and fountain grass, should be controlled. Habitat of thisspecies should be protected from residential and recreational development in sufficient area to allow
for full recovery of the species.

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Species: Silene hawaiiensis
Recovery Action: Recent discoveries of several large populations indicate that this plant is not as rare
as once thought. Populations should be monitored to ensure that numbers are being maintained. After
habitat on which at least five of the larger populations occur is managed to control threats from feral
animals, alien taxa, and military training, delisting of this species can be considered.
Species: Phyllostegia racemosa, Phyllostegia velutina, Sicyos macrophyllus
Recovery Actions: Construct fenced exclosures around the known populations, and initiate removalof ungulates and alien plant taxa. Once they are fenced, ungulates and alien plants should be
removed. Outplant new populations in areas of reduced threat. Prior to and following outplanting, thesites’ alien plants should be removed.
Since endangered plants are a Refuge Purpose species, many of the CCP goals, objectives, andstrategies tie directly to plant recovery. Native forest restoration, including plant and animal species
that are components of the forest, is the key element of this CCP and future management at Hakalau
Forest NWR.
Recovery Plan for Four Species of Hawaiian Ferns (USFWS 1998): The most important recovery
action for these taxa is to protect high elevation lava tubes, including removal of feral animals.
Asplenium fragile var. insulare (now named Asplenium peruvianum var. insulare) has a very
scattered distribution and surveys will help determine the best areas for habitat protection. Optimalsurvey areas can be determined by considering the age of the substrate and the vegetation type.
Protection of high elevation lava tubes is included as Goal 2. The key elements of fencing andungulate removal will provide a direct benefit to this species.
Revised Recovery Plan for the ‘Alalā (Corvus hawaiiensis) (USFWS 2009): The ‘alalā is listed
as endangered without critical habitat. No individuals are known to exist in the wild. As of 2010,77 ‘alalā, representing the entire population of the species, are in captivity; including 1 bird at the
San Diego Wild Animal Park and the remaining 76 at the Keauhou and Maui Bird Conservation
Centers on Hawai‘i and Maui islands, respectively.
Recovery Objective: The ‘alalā currently exists only as a small population in captivity, and so theexact needs of the recovery program cannot be specified beyond a relatively short time horizon.
Recovery of this species will require both sustained, long-term conservation actions and repeatedexperimentation to determine the optimal means to reestablish wild populations. This recovery plan’s
structure reflects these needs by articulating both long-term strategies (the Strategic Plan) and shortterm actions (Implementation Plans) which will be revised regularly. The elements of the recovery
strategy are to (1) expand captive propagation to minimize the loss of genetic diversity, (2) identify,
protect, and manage suitable habitat, and reduce threats at the selected release sites, (3) introduce
birds into the wild in suitably managed habitat once the captive population is stabilized, (4) garnerpublic support and funding, and (5) conduct research and adaptively manage the ‘alalā recovery
program.
Recovery Actions:
1. Manage the population of ‘alalā by increasing the number of captive ‘alalā to at least 75
individuals to retain all possible genetic diversity and provide individuals for release into the

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wild. This will require construction and appropriate staffing of the captive propagation
infrastructure necessary to accommodate the increasing size of the captive population.
2. Identify suitable habitat and manage threats by selecting and managing at least one site within
historical habitat so that threats, including disease and predator numbers, are minimized to theextent the site is suitable for the release of captive reared ‘alalā.
3. Establish new populations in suitable habitat by selecting and preparing captive-reared ‘alalā forrelease, and planning release protocols to maximize survival and obtain crucial information forimprovement of subsequent releases.
4. Garner public support using professionally designed strategies to develop nongovernmental
funding sources to support expanded captive propagation, habitat management and ‘alalāreintroduction. Also, achieve stakeholder support for predator and ungulate management andpost-release ‘alalā monitoring.
5. Conduct research and adaptively manage the recovery program by establishing a recovery
implementation working group involving key stakeholders and by assigning overall recovery
coordination to a single individual with performance milestones to be reviewed annually by therecovery team.
The KFU was originally acquired and set aside specifically for protection of the ‘alalā. Native forest
restoration at KFU is a key component of recovery actions 2 and 3.
The Hawaiian Hawk Recovery Plan (USFWS 1984): The ‘io (Buteo solitarius, Hawaiian hawk)
was listed as endangered on March 11, 1967, based on its restricted range (found only on the Islandof Hawai‘i), its small population size, and the loss of native forest habitat from agriculture, logging,and commercial development.
However, at the time of listing there had been no systematic surveys or ecological studies of thespecies, and the only information available was from anecdotal accounts that gave differing reports
on its abundance and population trend in various parts of the island.
Due to implementation of recovery actions and other conservation efforts, the species is now foundthroughout the Island of Hawai‘i and has had a stable population for at least 20 years. It is nesting
and foraging successfully in both native and altered habitats and has large areas of protected habitat.
The ‘io is not currently believed to be threatened by overutilization, disease, predation, contaminants,lack of adequate regulatory mechanisms, or other factors.
On August 6, 2008, the Service proposed to remove the ‘io from its current listing as endangered
under the Endangered Species Act. On February 11, 2009, the Service formally announced theavailability of the draft Post-Delisting Monitoring Plan for the ‘io and reopened a 60-day publiccomment period that closed on April 13, 2009 (74 FR 6853). The Service is considering publiccomments received during the public review periods and has not yet published a final rule.
The recovery plan for ‘io has not been updated since 1984. The recovery objectives listed here are
relevant; however, review and update will help to obtain current data and refine or adjust recovery
objectives and/or actions.
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Recovery Criteria: The prime objective is to ensure a self-sustaining ‘io population in the range of
1,500-2,500 adult birds in the wild, as distributed in 1983, and maintained in stable, secure habitat.
For purposes of tracking the progress, 2,000 will be used as a target to reclassify to threatened status.
Both units of Hakalau Forest NWR provide habitat for the ‘io. Management strategies that improve
native habitat conditions will benefit ‘io populations.
Draft Revised Recovery Plan for the Nēnē or Hawaiian Goose (Branta sandvicensis) (USFWS2004): Of the five or so endemic goose species described from the Hawaiian Islands, only the nēnē
has survived to the present day (Olson and James 1984; Olson and James 1991). Fossil remains ofnēnē have been discovered on most of the main Hawaiian Islands, including Hawai‘i, Maui,
Kaho‘olawe, Lāna‘i, Moloka‘i, and Kaua‘i (Olson and James 1991). Historically (after 1778), nēnē
are known with certainty only from the Island of Hawai‘i. The nēnē was declared a federally
endangered species in 1967. It is considered one of the most endangered geese in the world and is thesecond most endangered waterfowl in the United States.
Recovery Criteria: Restore and maintain multiple self-sustaining nēnē populations on Hawai‘i, Maui
Nui (Maui, Moloka‘i, Lāna‘i, Kaho‘olawe), and Kaua‘i. Additionally, the threats to the species must
be reduced to allow for the long-term viability of these populations, and sufficient suitable habitat
must be identified, protected, and managed in perpetuity on each of these islands such that the
species no longer meets the definition of endangered or threatened under the Endangered Species
Act.
Recovery Actions:
1. Identify and protect nēnē habitat, focusing on the identification and protection of sufficient
habitat to sustain target population levels;
2. Manage habitat and existing populations for sustainable productivity and survival complemented
by monitoring changes in distribution and abundance;
3. Control alien predators, which addresses control of introduced mammals to enhance nēnē
populations;
4. Continue captive propagation program, which describes techniques and priorities for the captive
propagation and release of nēnē into the wild;
5. Establish additional nēnē populations, which focuses on partnerships with private landowners;
6. Address conflicts between nēnē and human activities, which includes potential management andrelocation of nēnē in unsuitable areas;
7. Identify new research needs and continue research, which describes general categories ofresearch needed to better evaluate threats to nēnē and develop and evaluate management
strategies to address these threats;
8. Provide a public education and information program, which describes important outreach andeducation activities; and1-26

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9. Validate recovery actions, which calls for formalizing the Nēnē Recovery Action Group andevaluating management and research projects to determine if recovery objectives have been met.
The CCP identifies specific management actions that will benefit the nēnē population on the Hakalau
Forest Unit. Strategies include nonnative predator control and maintenance of firebreaks and accessroads for nēnē foraging.

1.8 Planning and Issue Identification
In February 2009, we mailed approximately 150 copies of Planning Update 1 to interested
individuals, local conservation and interest groups, research organizations, Native Hawaiian
organizations, and local, State, and Federal government agencies.. Planning Update 1 was available
at two public open house meetings we held in Hilo and Captain Cook, Hawai‘i, in March 2009. It
was also posted on the Refuge’s website (http://www.fws.gov/hakalauforest/planning.html) and theService’s Pacific Region refuge planning website(http://www.fws.gov/pacific/planning/main/docs/HI-PI/docshakalau.htm).
In Planning Update 1, we described the CCP planning process; Refuge purposes; draft wildlife,
habitat, and public use goals; and preliminary issues to be considered in the CCP. In Planning
Update 2 (made available in October 2009 and similarly circulated as the first update), wesummarized the comments we received and listed primary management issues we used to draft
alternatives and refine draft goals and objectives. We also included draft vision statements for bothunits. A full summary of public involvement is in Appendix K.

1.8.1 Public Scoping Sessions
The public scoping period for this CCP opened February 25, 2009, and ended March 27, 2009. Twopublic meetings were held, in Hilo and Captain Cook, Hawai‘i, on March 3, 2009, and March 4,
2009, respectively. At the meetings, Refuge staff explained the CCP planning process; the Refuge
purposes, vision, and management; and preliminary management issues, concerns, and opportunities.
Refuge staff also answered questions from attendees and received written comments. Twelve private
citizens and representatives from various organizations attended the meetings and commented on theissues and opportunities we presented. Six written responses were received from individuals ororganizations during scoping. The comments we received addressed broad or long-range issues andvery specific or detailed strategies that could be used to achieve biological or public use objectives.
Summaries of the issues identified and Service responses are provided follow.
How can we best protect endangered forest birds and the nēnē?
The primary purpose of the Refuge is protection of endangered species. We manage Refuge
resources to ensure high-quality habitat is available for endangered species, especially forest birds.
Drawing on 20 years of Refuge management experience at the HFU, we have included objectives
and strategies in this Draft CCP/EA for maintaining and enhancing native habitat communities toprovide the life-history needs of Hakalau Forest NWR’s endangered species.

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How can we best protect montane wet koa/‘ōhi‘a forest, montane dry koa/‘ōhi‘a/māmane
forest, lava tubes, and lavatube skylights?
These habitat types are key to the survival of endangered species. Refuge management objectives andstrategies will be designed to protect these habitat types, and where appropriate, restore areas to highquality habitat. We describe alternatives for managing these important resources in Chapter 2.
What opportunities exist for expanding environmental education through outreach and onsite
programs?
Refuge staff have worked with ‘Imi Pono no ka ‘Āina on environmental education opportunities
onsite and offsite in local schools. Through the CCP planning process, we have identified additional
partnerships or opportunities to expand upon the work that is already in place (e.g., through the
Friends of Hakalau Forest Refuge).
How can we best prepare for, manage, and prevent the spread of wildfires?
There is concern, especially from adjacent landowners, that a wildfire could be ignited on the Refugethen spread onto private land. The Refuge currently coordinates with the County of Hawai‘i toprovide wildland fire fighting capabilities. We are also concerned about the potential for wildfire as
habitat restoration efforts are implemented. Within the past year, a fire adjacent to the HFU cameclose to spreading onto Refuge lands. Close coordination with the County, other agencies, andadjacent landowners is essential to ensure an efficient response to fire threats. As part of the Draft
CCP/EA, Refuge staff will review options for creating firebreaks and obtaining the equipment andpersonnel required to meet firefighting needs at both units.
How can we keep refuge visitors and others (e.g., contractors, Service staff) from trespassing
on adjacent lands?
The KFU is currently closed to the public. At both units, a number of contractors and Refuge staff
use the easements for accessing the Refuge. We continue to impress upon all individuals who accessthe areas the importance of using only the authorized and in some cases court-ordered easements.
Where appropriate, trespass incidents will be referred to Service law enforcement.
Is acquiring additional easements for accessing the Kona Forest Unit feasible?
The existing easement includes difficult access from the Mamalahoa Highway, steep slopes, andmultiple gates. At this point, no additional access or easement opportunities have been identified.
We will continue to explore options if they arise.
What Native Hawaiian gathering activities occur on the Refuge?
To date, there have been very few access requests for gathering activities. As part of the CCP,
Refuge staff plan to review the process for granting Special Use Permits for gathering activities.

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Can we maintain public access to the historic Kaunene Trail?
We have reviewed options for access to the trail. At this time access, safety, and resource
management needs preclude maintenance and public access to the trail. Over time, we could revisit
opportunities to reopen the Kaunene Trail.
Do the Refuge units meet the minimum requirements for a wilderness designation nomination?
A wilderness review, as required by Service policy, has been conducted as part of the CCP planning
process and is included as Appendix D.
Is there the potential to protect habitat for endangered forest birds through additional landacquisition or conservation easements?
At each unit we will consider opportunities for Refuge boundary expansion on a case-by-case basis,
and in accordance with Service policy. The Refuge is working with nongovernment conservation
organizations (NGOs) that are familiar with private lands in the vicinity of existing Refuge units inevaluating any feasible acquisition opportunities that may arise. Currently, two tracts of land withhigh-quality habitat within the HFU’s approved acquisition boundary have not been acquired and arebeing managed by an agency partner. All of the land within the acquisition boundary for the KFU has
been acquired. We encourage landowners with high-quality habitat for forest birds to manage theirlands for conservation. In addition, Refuge staff will work with Regional staff to develop a landconservation plan as outlined in objectives 1e and 3e in Chapter 2.
How can we better manage the Kona Forest Unit’s ungulate populations?
Refuge staff are in the process of administering a contract to build a perimeter fence around the unit
and two interior fences that would create three management areas within the unit. Options andopportunities for ungulate management, including removal, are included as part of the managementof the KFU in the preferred alternative.
How will climate change impact the Refuge?
The Refuge’s two units are unique in the Hawaiian Islands because of the range of elevations that
occur on Refuge lands. Through the CCP planning process we will evaluate the effectiveness,
impacts, and benefits of providing wildlife habitats at a variety of elevations, temperatures, andrainfall regimes, so that wildlife can move between as conditions are altered through climate change
processes.

1.8.2 Interagency Scoping
On July 1, 2009, Refuge and Hawaiian and Pacific Islands staff members met with some of ouragency partners to discuss planning for Hakalau Forest NWR. Individuals from the DLNR, DHHL,
USGS-BRD, and USFS attended the meeting. Refuge staff provided an overview of the planning
process and current management of the Refuge. The following list of issues was developed based
upon feedback received from these individuals.

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

















Desire by partners to see staff and a satellite office in the vicinity of the KFU;
Potential for some joint planning with NPS at Kahuku;
Interest in developing some sort of “Partnership Boundary” that could include Three Mountain
Alliance, Mauna Kea Watershed Alliance, Wai‘ea;
Need for strong management partnerships at KFU;
Climate Changeo Issues that will likely become larger in the context of climate change include avian malaria,
the need for corridors to connect habitat fragments;o Quote - “This is one of Hawai‘i’s great opportunities to deal with climate change”;
o The Plan should look for opportunities to connect the subalpine habitat with wet-lower
elevation habitats;On adjacent lands, DHHL is considering māmane restoration, bird corridors, koa restoration, andgorse control. [Since this meeting DHHL’s ‘Āina Mauna Legacy Program more completely
outlines specific plans for adjacent areas.];Endangered plants are an important piece of the habitats that are being restored. We should
specify actions and species;
There should be more exploration into carbon sequestration. Previous efforts did not get off theground, but there is an emerging market for “boutique” carbon that could serve Hakalau well;
Researcho There is a need for research into habitat and species responses to adaptive management tohelp make adjustments over time;o There is a greater need for monitoring than for pure research;o Consider developing a Research Management Plan with a formal subcommittee;
o Need a way to filter research requests;
Additional enforcement should be present at both units;
Education/Outreacho Consider expanding the open house to twice per year;
o Develop an airport kiosk;o Host an annual “low-budget” research symposium: potential ideas include poster sessions,
keynote speakers, in conjunction with other events that may be occurring on island.
Hakalau nēnē appear to be a migratory subpopulation that could provide an additional avenue foreducation about management at Hakalau;
Develop a bibliography of Hakalau research; andReview and use the Hawai‘i Volcanoes National Park ungulate control Environmental Impact
Statement (EIS).

1.8.3 Forest Bird Workshop
The Service held a workshop with partner agencies, renowned forest bird researchers, andstatisticians in Hilo October 8-10, 2008, to expand a review of the current status of the Hawai‘i‘ākepa and other endangered Hawaiian forest birds at the Refuge for development of options for
management alternatives for the CCP.
The Service has received contradictory information over the population status of the endangered
Hawai‘i ‘ākepa in a portion of the Refuge, a major stronghold of the species, over the last several
years. The Regional Director obtained the assistance of the USGS’ Dr. J. Michael Scott in

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conducting a review of available information on the Hawai‘i ‘ākepa, and this workshop was anextension of the review.
The agenda was focused on the endangered Hawaiian forest birds found at the Refuge. It was
anticipated that although the workshop focused specifically on the Refuge, much of the information
shared would be applicable to these species throughout their ranges and to the broader Mauna Kea
and Hawai‘i Island ecosystems or forest bird survey methodology in general.
The workshop purposes and objectives were:
1. Identify and prioritize management needs and activities, including research, at Hakalau Forest
NWR to recover endangered Hawaiian forest birds;
2. Incorporate identified needs and activities in the Hakalau Forest 15-year CCP; and3. Extrapolate Hakalau-specific information to the broader Mauna Kea area and other geographic
areas and bird species and suites of birds as appropriate.
A number of suggestions came out of the workshop, as listed below. The rankings for each of thelists are based upon voting by workshop participants. The complete forest bird workshop summary is
included as Appendix E.
Immediate Threats to Hawaiian Forest Birds at Hakalau Forest NWR
1.
2.
3.
4.
5.
6.
7.

Ungulates;
Lack of Habitat;
Invasive Plants;
Predation;
Data Insufficient to Meet Management Needs;
Parasites; andInterspecific Competition.

Management Actions (Priority Ranking by Workshop Participants)
1. *Grazers/browsers (Habitat destruction/relative to mosquito production) (High) Fence construction, maintenance, and removal of animals; See Research Priorities;
2. Habitat Restoration (High) Revegetation of pasture land; Improve ‘ōhi‘a densities;
3. Invasive plants (High) Continue invasive species control (e.g., blackberry, banana poka, gorse);
 Prevent and eliminate incipient weeds;
 See Research Priorities;
4. Monitoring and Data Needs (High) See Research priorities;
 Delivery of technical information;
5. Predation (Medium) See Research priorities;
6. Parasites (Low)

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 Incipient invasive parasites, true population counts, delouse birds;
7. Interspecific competition (Low) See Research priorities;
 Identify ectoparasites/mites.
Research Priorities (Priority Ranked by Workshop Participants)
1. Monitoring and Data: Expand point counts/banding data (combined primary counter training,
consider use of a B-Bird (Breeding Biology Research and Monitoring Database) system(http://www.umt.edu/bbird/info.htm), and threat surveillance);
2. Predation: Investigate effects of rats on forest birds; rodent population index;
3. Invasive Plants: Develop effective biocontrols;
4. *Grazers/Browsers: Predator proof fencing;
5. Invasive Plants: Develop more efficient control methods and registration of herbicides;
5. Determine the effects of global climate change at the Refuge;
6. Develop more effective cat control techniques;
6. Determine effects of ectoparasites on non-endangered bird populations; and7. Experimental control of Japanese white-eyes.
*Caveat: Activities to construct an ungulate-proof fence and a predator-proof fence caused some
confusion. Dr. Scott obtained consensus that these activities could be combined with a third separate
but related activity of removing ungulates.

1.9 Refuge Vision
A CCP describes management actions that help bring a refuge closer to its vision. A vision broadly
reflects the refuge purposes, the Refuge System mission and goals, other statutory requirements, andlarger-scale plans as appropriate. Public use and wildlife/habitat management goals then define
general targets in support of the vision, followed by objectives that direct effort into incremental andmeasurable steps toward achieving those goals. Finally, strategies identify specific tools and actions
to accomplish objectives.
Hakalau Forest National Wildlife Refuge (Ka Pu‘uhonua Waonahele Aupuni ‘o Hakalau)
Aia nō i uka i ke kua ko‘olau o Mauna Kea ka pu‘uhonua waonahele aupuni ‘o Hakalau. He wahikēia e hui ai kānaka e laulima ma o ke ka‘analike aku, ka‘analike mai i ka ‘ike, ka no‘eau, a me ka
mana i mea e ho‘opalekana, ho‘oikaika, a ho‘ōla hou ai i ke ola maoli e noho ana ma ka waonahele.
Ua kapa ‘ia ka inoa ‘o Hakalau no ka nui o nā haka e noho ‘ia e nā manu ‘ōiwi. I kēia lā ‘oHakalau kekahi o nā home nunui no ka hui manu Hawai‘i ‘ane make loa. Kīkaha a‘ela nā manu, nāpua laha ‘ole ho‘i, i ka ‘ohu‘ohu o Hakalau a ma lalo iki e mūkīkī i ka wai pua ‘ōhi‘a. Ua nani nōka ‘ikena a ‘upu a‘ela nō ke aloha no kēia ‘āina nei no nā kau a kau.
On the windward slope of majestic Mauna Kea, midway between summit and sea, lies Hakalau
Forest NWR, a place where people come together to laulima, “many hands working together,” toshare their knowledge, to share their skills, and to share their energy to protect, to enhance, to restore,
and to respect Hawaiian wildlife. Known to Hawaiians as “place of many perches,” verdant

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rainforest supports the largest populations of endangered Hawaiian forest birds. Crimson, orange,
yellow, and green hued birds, the jewels of Hakalau, flit through the mist, pausing to sip nectar from‘ōhi‘a lehua, inspire joy and wonder for present and future generations.
Kona Forest Unit (Ka Waonahele o Kona)
Mai Mauna Kea nō a ka‘a i lalo, a hiki aku i Mauna Loa, ma laila nō ka waonahele o Kona, kahi enoho lewalewa ana nā ao ‘ōpua i ka ‘uhiwai e hō‘olu‘olu ana i ka ulu lā‘au. ‘Ike ‘ia ka ‘io e kīkaha
ana ma luna loa o ka papa kaupoku i ho‘owehiwehi ‘ia me ka limu. Ma lalo o ke kaupoku koa me‘ōhi‘a, e ‘imi ana ka ‘alalā me kona hoa manu i ka hua‘ai, wai pua, a me nā mea kolokolo i mea ‘aina lākou. Aia nō ma ka malumalu o nā ana kahe pele kahiko nā mea kanu kāka‘ikahi o ka ‘āina, ame nā iwi o nā manu make loa ma Hawai‘i. Kuahui maila nō nā hoa mālama ‘āina i ola hou ka
nohona o nā mea ‘ane make loa ma kēia ‘āina nui ākea.
On leeward Mauna Loa, where the clouds kiss the slopes with cool gray fog, lies the Kona Forest.
‘Alalā and other Hawaiian forest birds forage for fruit, nectar, and insects amongst the lichen-draped
branches and canopy of the old-growth koa/‘ōhi‘a forest while the ‘io soars overhead. In their damp
darkness, ancient lava tubes and cave systems shelter rare plants, archaeological resources, and thebones of extinct birds. Conservation partners collaborate to restore habitat for the native andendangered species across the landscape.

1.10 Refuge Goals
Goals and objectives are the unifying elements of successful refuge management. They identify andfocus management priorities, resolve issues, and link to refuge purposes, Service policy, and the
Refuge System mission.
The goal order does not imply any priority in this CCP.
Pahuhopu 1: E ho‘opalekana, mālama, a ho‘ōla hou i ka waonahele ma Mauna Loa ma ke ‘ano hewahi noho no nā mea a pau i mea e kū‘ono‘ono hou ai ka nohona o nā mea ‘ane make loa ‘o ia nō ‘o‘oe ‘o nā manu, nā ‘ōpe‘ape‘a, nā mea kanu, a me nā mea kolokolo ‘āina.
Goal 1: Protect, maintain, and restore subtropical rainforest community on the leeward slope of
Mauna Loa as habitat for all life-history needs to promote the recovery of endangered species (e.g.,forest birds, ‘ōpe‘ape‘a, plants, and invertebrates).
Pahuhopu 2: E ho‘opalekana a mālama i nā ana kahe pele a me ke ola i ka puka mālamalama o nāana kahe pele ma ka waonahele o Kona, e kālele ana ho‘i i ke ola o nā lā‘au ‘ōiwi.
Goal 2: Protect and maintain lava tube and lava tube skylight habitat throughout the Kona Forest
Unit, with special emphasis on their unique and endemic flora and fauna.
Pahuhopu 3: E ho‘opalekana, mālama, a hō‘ola hou i ka waonahele ma ka ‘ao‘ao ko‘olau o Mauna
Kea ma ke ‘ano he wahi noho no nā mea a pau a me ko lākou pono ‘oia nō ‘oe ‘o nā manu, nā‘ōpe‘ape‘a, nā mea kanu, a me nā mea kolokolo ‘āina.

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Goal 3: Protect, maintain, and restore subtropical rainforest community, on the windward slope of
Mauna Kea as habitat for all life-history needs of endangered species (e.g., forest birds, ‘ōpe‘ape‘a,plants, and invertebrates).
Pahuhopu 4: E ho‘opalekana a mālama i ka ‘āina nenelu ma Hakalau.
Goal 4: Protect and maintain wetland and aquatic habitats (e.g., streams and their associated riparian
corridors, ponds, and bogs) on the Hakalau Forest Unit.
Pahuhopu 5: E ho‘opalekana a mālama i ka ‘āina mau‘u i mea e kāko‘o ai i ka ho‘ōla hou ‘ana i ka
hui manu nēnē.
Goal 5: Protect and maintain grassland habitat to support nēnē population recovery.
Pahuhopu 6: E ‘ohi‘ohi i ka ‘ikepili ‘epekema (waihona ‘ike, nānā pono, ‘imi noi‘i, ana ‘ike) e pono
ai ka ho‘oholo ‘ana i ke ‘ano o ka ho‘okele ‘ana iā Hakalau ma Mauna Kea a me Mauna Loa.
Goal 6: Collect scientific information (inventories, monitoring, research, assessments) necessary tosupport adaptive management decisions on both units of the Hakalau Forest NWR.
Pahuhopu 7: E kipa mai ka po‘e malihini a me ka po‘e maka‘āinana no ka hana manawale‘a ‘ana i
mea e kama‘āina ai lākou i ka nohona o ka waonahele a me ka ‘oihana mālama ma Hakalau.
Goal 7: Visitors, with a special emphasis on experience gained through volunteer work groups andlocal residents, understand and/or value the native forest environment and management practices at
Hakalau Forest NWR.
Pahuhopu 8: E ho‘opalekana a mālama i nā kumu waiwai a me nā wahi pana Hawai‘i no ka
ho‘ona‘auao ‘ana i nā hanauna o kēia wā a me ka wā e hiki mai ana.
Goal 8: Protect and manage cultural resources and historic sites for their educational and culturalvalues for the benefit of present and future generations of Refuge users and communities.

1.11 References
Mitchell, C., C. Ogura, D.W. Meadows, A. Kane, L. Strommer, S. Fretz, D. Leonard, and A.
McClung. October 2005. Hawaii’s Comprehensive Wildlife Conservation Strategy. Department ofLand and Natural Resources. Honolulu, Hawai‘i. 722 pp.
Olson, S.L. and H.F. James. 1984. The role of Polynesians in the extinction of the avifauna of the
Hawaiian Islands. Pages 768-780 in P.S. Martin and R.G. Klein (eds.). Quaternary extinctions: aprehistoric revolution. University of Arizona Press, Tucson, AZ.
Olson, S.L. and H.F. James. 1991. Descriptions of thirty-two new species of birds from the Hawaiian
islands: Part I. Non-passeriformes. Ornithological Monographs 45:1-88.

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U.S. Fish and Wildlife Service. 2006. Revised Recovery Plan for Hawaiian Forest Birds. Region 1,
Portland, OR. 622 pp.
U.S. Fish and Wildlife Service. 1998. Recovery Plan for the Hawaiian Hoary Bat. U.S. Fish andWildlife Service, Portland, OR. 50 pp.
U.S. Fish and Wildlife Service. 1996. Big Island Plant Cluster Recovery Plan. U.S. Fish and Wildlife
Service, Portland, OR. 202+ pp.
U.S. Fish and Wildlife Service. 2009. Recovery Plan for the `Alalā (Corvus hawaiiensis). Portland,
Oregon. xiv + 105 pp.
U.S. Fish and Wildlife Service. 1998. Big Island II: Addendum to the Recovery Plan for the Big
Island Plant Cluster. U.S. Fish and Wildlife Service, Portland, OR. 80 pages + appendices.
U.S. Fish and Wildlife Service. 1998. Recovery Plan for Four Species of Hawaiian Ferns. U.S. Fish
and Wildlife Service, Portland, OR. 78 pp.
U.S. Fish and Wildlife Service. 1984. The Hawaiian Hawk Recovery Plan. Under contract with
Curtis R. Griffin, Missouri Cooperative Wildlife Research Unit. 48 pp.
U.S. Fish and Wildlife Service. 2004. Draft Revised Recovery Plan for the Nēnē or Hawaiian Goose(Branta sandvicensis). U.S. Fish and Wildlife Service, Portland, OR. 148 + xi pp.

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Chapter 1. Introduction and BackgroundChapter 2. Refuge Management Direction‘Hawai‘i ‘Elepaio/Jack Jeffrey Photography

Thousands of koa trees planted in corridors are the first step toward restoring degraded habitat/USFWSHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Chapter 2. Refuge Management Direction
2.1

Considerations in the Design of the CCP

The Refuge reviewed and considered a variety of resource, social, economic, and organizational
aspects important for managing the Refuge. These background conditions are described more fully in
Chapters 3, 4, and 5. In addition, past and current management actions were also considered (asummary of which can be found in Appendix L). As is appropriate for a national wildlife refuge,resource considerations were fundamental in designing alternatives. House Report 105-106
accompanying the Improvement Act states “…the fundamental mission of our System is wildlife
conservation: wildlife and wildlife conservation must come first.” The CCP team reviewed scientificreports and studies to better understand ecosystem trends and the latest scientific recommendations
for species and habitats. Refuge staff met with elected officials and staff from local, State, andFederal agencies to ascertain priorities and problems as perceived by others. Refuge staff also met
with Refuge users, nonprofit or nongovernmental groups (NGOs), university/academic members, andcommunity organizations to ensure that their comments and ideas were considered during CCP
development.
Refuge staff developed tables of focal species, conservation targets, and supporting habitats for
Refuge management (Appendix F) based upon the Refuge purposes for Hakalau Forest NWR, avariety of national, regional, and State plans, and discussion with Service biologists, managers, andoutside researchers. These conservation targets provide the basis for our habitat management goals,
objectives, and strategies.

2.2

General Guidelines

General guidelines for implementing the CCP follow, as do maps that summarize the CCP actions by
the Refuge. To reduce the length and redundancy of the descriptions for each unit, common features
are presented below.
Ungulate-proof Boundary Fencing and Sequence of Management Actions (HFU and KFU):
The perimeter (ownership) boundary of Hakalau Forest NWR will be enclosed by fencing, withinternal fencing to divide into management units following. Establishing perimeter boundary fencing
is a critical first step in habitat protection and restoration to deter major threats to the ecosystem andtheir impacts to wildlife population and species recovery. Once fences are established, the standard
management strategy sequence would be to remove ungulates, then concentrate on invasive species
control (e.g., invasive plants, predators such as rats, mongooses, cats, and dogs) while simultaneously
restoring habitat through native plant outplantings. Surveys and monitoring for threats (e.g., invasive
weeds, ungulates, predators, etc.) would be ongoing as well as species and habitat monitoring. If
threats are found, they will be eradicated or controlled. Protection of special habitats (e.g., Carex sp.
bogs) and endangered plant outplantings would occur once habitats are stabilized and threats
managed and include actions such as site-specific fencing.
Maintaining/Upgrading Existing Facilities and Fences: Periodic maintenance and upgrading of
Refuge buildings, fences, and facilities will be necessary for safety and accessibility and to support
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management and public use needs. Periodic maintenance and upgrading of fences is necessary to
exclude ungulates from management units. The use of a helicopter is required in remote areas of the
Refuge to deliver management materials.
Invasive Species Control and Integrated Pest Management: In accordance with 517 DM 1 and569 FW 1, an integrated pest management (IPM) approach would be utilized, where practicable, toeradicate, control, or contain pest and invasive species (herein collectively referred to as pests) on
refuge lands. The IPM would involve using methods based upon effectiveness, cost, and minimal
ecological disruption, which considers minimum potential effects to nontarget species and the refuge
environment. Pesticides may be used where physical, cultural, and biological methods or
combinations thereof, are impractical or incapable of providing adequate control, eradication, or
containment. If a pesticide would be needed on refuge lands, the most specific (selective) chemical
available for the target species would be used unless considerations of persistence or otherenvironmental and/or biotic hazards would preclude it. In accordance with 517 DM 1, pesticide use
would be further restricted because only pesticides registered with the U.S. Environmental Protection
Agency (EPA) in full compliance with the Federal Insecticide, Fungicide, and Rodenticide Act andas provided in regulations, orders, or permits issued by EPA may be applied on lands and waters
under refuge jurisdiction.
Environmental harm by pest species would refer to a biologically substantial decrease inenvironmental quality as indicated by a variety of potential factors including declines in native
species populations or communities, degraded habitat quality or long-term habitat loss, and/or alteredecological processes. Environmental harm may be a result of direct effects of pests on native species
including preying and feeding on them; causing or vectoring diseases; preventing them from
reproducing or killing their young; outcompeting them for food, nutrients, light, nest sites or othervital resources; or hybridizing with them so frequently that within a few generations, few if any truly
native individuals remain. Environmental harm also can be the result of an indirect effect of pest
species. For example, decreased waterfowl use may result from invasive plant infestations reducing
the availability and/or abundance of native wetland plants that provide forage during the winter.
Environmental harm may involve detrimental changes in ecological processes. Environmental harm
may also cause or be associated with economic losses and damage to human, plant, and animal
health. For example, invasions by fire-promoting grasses that alter entire plant and animalcommunities, eliminating or sharply reducing populations of many native plant and animal species,
can also greatly increase firefighting costs.
The greatest threats to most habitat types on the Refuge are invasive plant and animal species.
Therefore, control of invasive species that negatively impact Refuge wildlife populations or habitats
will be a priority management strategy. The top priorities for invasive plant control are gorse, banana
poka, and Florida blackberry. The top priorities for invasive animal control are ungulates (including
pigs, sheep, cattle, donkeys, and horses) as described in the Refuge’s Feral Ungulate Management
Plan. Control of introduced mammalian predators include pest animals such as rats, cats and dogs,
and mongooses supports recovery of federally endangered species by reducing the loss of eggs andnestlings. Vertebrate pests damaging/destroying Federal property and/or detrimental to the
management program of a refuge may be controlled as described in 50 CFR 31.14 (Official AnimalControl Operations). Based upon 50 CFR 28.43 (Destruction of Dogs and Cats), dogs and catsrunning at large on a national wildlife refuge and observed in the act of killing, injuring, harassing or

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planmolesting humans or wildlife may be disposed of in the interest of public safety and protection of thewildlife.
Invasive plants and animals will be treated with IPM techniques and tools. Refer to Appendix G for
the Refuge’s IPM program documentation to manage pests for this CCP. Along with a more detailed
discussion of IPM techniques, this document describes the selective use of pesticides for pest
management on Refuge lands, where necessary.
Quarantine Protocols: Staff currently employ strict quarantine protocols with all staff, Service
authorized agents (e.g., researchers, USDA–APHIS/WS), and visitors to both units of the Refuge.
These techniques, including cleaning of equipment and personal gear, will be used under all
alternatives in all habitat types to prevent movement of invasive species from one area to another.
Land Protection: The Refuge has begun a Land Protection Planning process that will be completed
within 1 year of CCP completion. This effort is in cooperation with other agencies and interested
parties to assess and identify land conservation priorities in the vicinity of Refuge units. Potential
additions or expansion of the Hakalau Forest NWR and examination of various land protection tools
will be explored. Land Protection as part of the Refuge System may include fee title acquisition,conservation easements, and/or cooperative agreements.
Adaptive Management: Based upon 522 DM 1 (Adaptive Management Implementation policy),
refuge staff shall utilize adaptive management for conserving, protecting, and, where appropriate,
restoring lands and resources. Within 43 CFR 46.30, adaptive management is defined as a system ofmanagement practices based upon clearly identified outcomes, where monitoring evaluates whether
management actions are achieving desired results (objectives). The recently published DOI Adaptive
Management Technical Guide also defines adaptive management as a decision process that“promotes flexible decision making that can be adjusted in the face of uncertainties as outcomes frommanagement actions and other events become better understood.” Adaptive management accounts
for the fact that complete knowledge about fish, wildlife, plants, habitats, and the ecologicalprocesses supporting them may be lacking. The role of natural variability contributing to ecologicalresilience also is recognized as an important principle of adaptive management. It is not a “trial anderror” process, but rather emphasizes learning while doing based upon available scientificinformation and best professional judgment considering site-specific biotic and abiotic factors on
refuge lands. This policy will be adopted by the Refuge throughout the lifespan of its CCP.
Implementation Subject to Funding Availability: Actions (strategies) will be implemented overthe 15 year life span of the CCP, contingent upon available funding. It is the intent of the Refuge thatannual priorities will follow the final CCP guidelines, although funding initiatives, unforeseeable
management challenges, and varying budgets may impact feasibility of actions from year to year.
The CCP will be reviewed every 5 years and updated as necessary throughout its life.
Permanent Full Time Staffing Additions: This CCP proposes adding 11 new permanent full time
positions to the staff of the Hakalau Forest NWR (HFU and KFU) to achieve the goals and objectives
outlined in the plan. All staffing additions are subject to Regional approval and allocation of
additional base funding.
Participation in Planning and Review of Regional Development Activities: The Refuge will
actively participate in and contribute to planning and studies for ongoing and future industrial, urban,
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housing and energy development, contamination, and other potential concerns that may adversely
affect Refuge wildlife resources and habitats. Working with the Ecological Services program of theService, the Refuge will cultivate working relationships with pertinent local, County, State, andFederal agencies to stay abreast of current and potential developments and will utilize outreach,education and information as needed to raise awareness of Refuge resources and dependence on thelocal environment.
State Coordination: The Refuge will continue to maintain regular discussions with the State of
Hawai‘i Department of Land and Natural Resources (DLNR) Division of Forestry of Wildlife(DOFAW). Key topics for discussion with DOFAW will be wildlife monitoring, forest bird
monitoring and management, threatened and endangered species management, wildlife mortality anddisease monitoring, predator management, and response to climate change. Public use opportunities,
as well as protection of Refuge wildlife and habitat, will be the primary topics of discussion with
DLNR and its other divisions.
Volunteer Opportunities and Partnerships: Volunteer opportunities and partnerships are key
components of the successful management of public lands and vital to implementation of Refuge
programs, plans, and projects, especially in times of declining budgets.
Requests for Public Uses on Refuge Lands: Nonwildlife-dependent recreational activities will be
subject to the criteria of Appropriate Refuge Use Policy, and if found appropriate, will be analyzed
through a Compatibility Determination (CD). Existing public uses (wildlife observation, wildlife
photography, environmental education and interpretation, hunting, and fishing) were evaluatedthrough CDs, as appropriate. Through the CCP development process, public hunting was determined
as an incompatible use; therefore, public hunting is closed on both units. Appropriate use findings fornonwildlife-dependent public uses were made based on policy guidance in the Service’s Appropriate
Refuge Uses Policy; 603 FW 1, and were documented on the Service’s Form 3-2319 (finding ofappropriateness of a refuge use) in Appendix B. Compatibility determinations are also included inAppendix B.
Refuge Revenue Sharing Payment: Annual payments to the County of Hawai‘i under the Refuge
Revenue Sharing Program will continue according to the established formula, subject to payments
authorized by Congress.
Regulatory Compliance: All activities requiring review, permits, and clearances (e.g., Section 106
of the National Historic Preservation Act, Section 7 of the Endangered Species Act) will undergo
appropriate review and obtain necessary permits and/or clearances as needed.

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Figure 2-1. HFU CCP management.

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To preserve the quality of this figure, this side was left blank intentionally.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Figure 2-2. KFU CCP management.

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Comprehensive Conservation Plan

To preserve the quality of this figure, this side was left blank intentionally.

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Table 2-1. Summary of CCP Actions.
Objectives

1.1: Restore and Protect Native
Montane Wet ‘Ōhi‘a Forest(2,000-4,500 ft elevation) at KFU

1.2: Restore, Protect, and Maintain
Native Montane Mesic Koa/‘Ōhi‘aForest(4,500-5,800 ft elevation) at KFU

1.3: Protect, Maintain, and Restore
Native Dry Koa/‘Ōhi‘a/Māmane Forest(5,800-6,100 ft elevation) at KFU
1.4: Develop and Implement
Propagation and Outplanting Programat KFU1.5, 5.3: Investigate and Initiate
Landscape-level Habitat Conservation
Measures2.1: Protect & Maintain
Lava Tube and Skylight Communities
at KFU

3.1: Protect and Maintain Native
Montane Wet ‘Ōhi‘a/Uluhe(Dicranopteris sp.) Forest (2,500-4,000ft elevation) at HFU

Chapter 2. Refuge Management Direction

CCP Action
3,000 acres. Remove ranch debris. Build and maintain 17
mile ungulate-proof fence. Remove pest animals.
Eradicate/control invasive plants. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Outplant threatened and endangered(T&E) plants in units 2 and 3 and build site specific fencing
for these plants.
1,800 acres. Remove ranch debris. Build and maintainfence, eradicate/control invasive plants, and remove pest
animals. Conduct annual invasive plant survey; conduct
survey for pest animals (based on surveys control threats).
Outplant native plants. Address wildfire through hazardous
fuels treatment, maintaining fuelbreaks, developing fire
prevention program.
500 acres. Remove ranch debris. Build and maintain fence,
eradicate/control invasive plants, and remove pest animals.
Conduct annual invasive plant survey; conduct survey forpest animals (based on surveys control threats). Outplant
T&E plants and build site specific fencing for these plants
500 T&E plants and 2,000 native plants provided annuallyfor restoration. Develop native plant nursery at Mauna Loa
field camp site, collect seeds and cuttings, develop (in 7years) staff, volunteer, and partnering programs.
LPP completed within one year. Identify habitats to support
focal species; develop protection strategies; work proactively
with partners, neighbors, and private landowners whereappropriate to meet conservation goals and develop specificproject proposals for land acquisition, cooperative
agreements, and/or conservation easements as key
conservation opportunities arise and willing parties are
identified.
Remove ranch debris. Build and maintain fence and develop
site specific access protocols to limit human disturbance tohabitat. Eradicate/control invasive plants, and remove pest
animals. Conduct survey for pest animals (based on surveys
control threats). Inventory and map communities andsupport additional investigations and research.
7,000 acres. Remove pest animals, eradicate/control invasiveplants, build site-specific fencing to protect T&E plant
populations and Carex sp. bogs. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Inventory vegetation, complete
Wilderness Study.

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Objectives

3.2: Protect and Maintain Native
Montane Wet ‘Ōhi‘a Forest(4,000-5,000 ft elevation) at HFU

3.3: Restore, Protect, and Maintain
Native Montane Wet Koa/‘Ōhi‘aForest(5,000-6,000 ft elevation) at HFU

3.4: Protect and Maintain Native
Montane Mesic Koa Forest (6,0006,600 ft elevation) at HFU

3.5: Restore/Reforest Native Montane
Mesic Koa Forest(6,000-6,600 ft elevation) at HFU

3.6: Maintain and Enhance
Propagation and Outplanting Programat HFU
4.1: Protect and Maintain Streams andStream Corridors at HFU
4.2: Protect and Maintain
Semipermanent Natural Ponds at HFU
4.3: Protect and Maintain Carex Bogs
within the Montane Wet ‘Ōhi‘a/Uluhe
Forest at HFU

Chapter 2. Refuge Management Direction

CCP Action
8,200 acres. Maintain existing fence (units 1-8), build andmaintain fence. Eradicate/control invasive plants and remove
pest animals. Conduct annual invasive plant survey; conduct
survey for pest animals (based on surveys control threats).
Outplant native overstory koa and ‘ōhi‘a, T&E plants, andcommon understory plants. Build site specific fencing for
T&E plants. Complete Wilderness Study.
5,000 acres. Maintain existing fence, build and maintainfence along Middle Maulua tract boundary (unit 9).
Eradicate/control invasive plants and remove pest animals.
Conduct annual invasive plant survey; conduct survey forpest animals (based on surveys control threats, particularly
Vespula sp. ). Outplant T&E plants and build site-specificfencing to protect T&E plant populations.
3,500 acres. Maintain existing fence. Eradicate/control
invasive plants and remove pest animals. Conduct annual
invasive plant survey; conduct survey for pest animals (basedon surveys control threats, particularly Vespula sp. ).
Outplant T&E plants and build site-specific fencing toprotect T&E plant populations. Address wildfire throughhazardous fuels treatment, maintaining fuelbreaks,
developing fire prevention program.
2,500 acres. Maintain fence. Eradicate/control invasiveplants and remove pest animals. Conduct annual invasiveplant survey; conduct survey for pest animals (based on
surveys control threats). Outplant 300 koa per acre, use
excluder devices to deter turkeys on koa seedlings, outplantnative understory species and ‘ōhi‘a at 150 per acres,
outplant 100-300 T&E plants and build site-specific fencing
to protect these plants. Address wildfire through hazardous
fuels treatment, maintaining fuelbreaks, developing fire
prevention program.
Plant 10,000 koa per year for 5 years: 5,000 per year for the
next 10 years, 8-10,000 natives and 300-1,200 T&E
plantings per year. Expand native plant nursery at Mauna
Kea administration site, collect seeds and cuttings, outplant,
and develop partnerships to assist with propagation program.
Maintain fencing. Eradicate/control invasive plants. Conduct
annual invasive plant survey; conduct survey for pest
animals (based on surveys control threats). Inventory streams
and stream corridors.
Maintain fencing, conduct survey for pest animals (based on
surveys control threats).
Install fencing to protect bogs, conduct survey for pest
animals (based on surveys control threats), survey extent andnumber of bogs.

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Objectives
5.1: Maintain Managed Grassland for
Foraging Nēnē at HFU
5.2: Maintain Grassland Habitats for
Nēnē Nesting at HFU
6.1: Conduct High-Priority Inventory
and Monitoring (Survey) Activities that
Evaluate Resource Management andPublic-Use Activities to Facilitate
Adaptive Management
6.2: Conduct High-Priority Research
Projects that Provide the Best Sciencefor Habitat and Wildlife Management
On and Off the Refuge
6.3: Conduct Scientific Assessments toProvide Baseline Information to
Expand Knowledge Regarding the
Status of Refuge Resources to Better
Inform Resource Management
Decisions7.1: Establish Compatible Wildlife
Observation and Photography
Opportunities
7.2: Promote and Enhance Volunteer
Program
7.3: Support Existing Outside
Programs for On and Off Site
Environmental Education and DevelopInterpretive Opportunities
7.4: Enhance Outreach Targeting
Local Communities to Promote
Appreciation of and Generate Support
for the KFU

Chapter 2. Refuge Management Direction

CCP Action
65 acres. Maintain fuel breaks and fence corridors, build andmaintain fence. Eradicate/control invasive plants. Conduct
survey for pest animals (based on surveys control threats).
15 acres. Maintain fence and build predator proof fence on
15-acre grassland breeding site away from administrative siteat Pua ‘Ākala tract. Eradicate/control invasive plants andremove pest animals. Conduct survey for pest animals (basedon surveys control threats).
An initial list of survey and monitoring activities have been
identified and include examples such as monitoring nesting
density and success of nēnē, inventorying all endemic
species, instituting early detection and rapid responsemonitoring for threat management, monitoring plant andanimal diseases, and others.
An initial list of research projects have been identified andinclude examples such as investigating and monitoring
endangered plant propagation and outplanting, research on
arthropod abundance, researching demography, life-history,
carrying capacity, and competition for native forest birds,
and others.
An initial list of scientific assessments have been identified
and include examples such as determining ecologicalparameters for ‘ōpe‘ape‘a, determining the role of predators
in native flora and fauna abundance, assessing global climatechange impacts on the Refuge, and others.
Develop Upper Maulua Tract interpretive trail (0.3-0.5 mile)and parking area. Work with Friends of Hakalau Forest to
develop brochure.
Maintain volunteer program and current 35-40 service
weekends at HFU, develop seasonal volunteer program tosupplement staffing and weekend programs, develop KFU
volunteer program similar to HFU.
Increase environmental education and interpretive programs(via coordinating more with County, State, and nongovernmental organizations and expanding interpretive
programs relative to cultural resources/historic sites) toinclude 168 participants annually. Continue interpretive
walks offered during annual Refuge open house.
Work with existing partners to promote awareness andappreciation. Develop and cultivate new partners andoutreach efforts.

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Objectives

CCP Action

8.1: Increase Identification,
Monitoring, Protection, andRestoration of all Cultural Resourcesand Historic Sites, while Increasing
Staff and Public Support andAppreciation

Evaluate known/potential Refuge cultural resources andhistoric sites, develop guidelines for cultural activities,
identify cultural practitioners to develop understanding of
cultural/historic sites at the Refuge, develop interpretive
programming and products relative to cultural and historicsites in partnership with Native Hawaiian groups; conduct
comprehensive cultural resources investigation of both units.

2.3

Goals, Objectives, and Strategies

Goals and objectives are the unifying elements of successful refuge management. They identify andfocus management priorities, resolve issues, and link to refuge purposes, Service policy, and the
Refuge System mission.
A CCP describes management actions that help bring a refuge closer to its vision. A vision broadly
reflects the refuge purposes, the Refuge System mission and goals, other statutory requirements, andlarger-scale plans as appropriate. Goals then define general targets in support of the vision, followed
by objectives that direct effort into incremental and measurable steps toward achieving those goals.
Finally, strategies identify specific tools and actions to accomplish objectives.
The goals for the Hakalau Forest NWR over the lifetime of the CCP (15 years) are presented on thefollowing pages. Each goal is followed by the objective(s) that pertain to that goal. The goal orderdoes not imply any priority in this CCP. Each objective will be implemented over the life of the plansubject to funding, unless otherwise stated. Below each objective are the management strategies that
could be employed in order to accomplish it. Following the goals, objectives, and strategies is a brief
rationale intended to provide further background information pertaining to the importance of an
objective relative to legal mandates for managing units of the Refuge System including refuge
purpose, trust resource responsibilities (federally listed threatened and endangered species andmigratory birds), and maintaining/restoring biological integrity, diversity, and environmental health.
The rationale also describes how management strategies are used to achieve objectives.
Habitat management goals and objectives have been developed separately for the two units ofHakalau Forest NWR. Although the habitats at each Refuge unit are similar, they are in different
conditions. The Kona Forest Unit (KFU) contains unique lava tube and lava tube skylight habitats;whereas the Hakalau Forest Unit (HFU) contains stream habitats that are not present at the KFU.
Restoration strategies for each unit will be somewhat different based upon these contrasting features.
Description of the implementation and monitoring of the CCP can be found in Appendix C. Note that
implementation timetables in this chapter as well as Appendix C are dependent upon available
funding.

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2.3.1 Kona Forest Unit (KFU)
2.3.1.1 Goal 1: Protect, maintain, and restore subtropical rainforest community on theleeward slope of Mauna Loa as habitat for all life-history needs to promote the recovery ofendangered species (e.g., forest birds, ‘ōpe‘ape‘a, plants, and invertebrates).
Strategy definitions: Reforestation entails planting appropriate overstory species to bring habitat
into a basic forested condition. Restoration is the planting of koa to restore forested condition,
allowing time for development of a forest canopy, following up with later plantings of native
understory shrub species.
Objective 1.1: Restore and protect native montane wet ‘ōhi‘a forest.
Restore and then protect and maintain approximately 3,000 acres of native montane wet ‘ōhi‘aforest habitat on the KFU for endangered plant and animal species, with special emphasis for therepatriation of ‘alalā, with the following attributes:• 2,000 and 4,500 ft elevation;• Tree canopy is dominated by 60-80 ft mature closed canopy ‘ōhi‘a;• Midcanopy is dominated by a mix of native flowering and fruiting tree species (e.g., ‘ōhi‘a,hame, kōlea, pilo, Clermontia sp., ‘ōlapa, kāwa‘u, kōlea, pūkiawe), tree ferns (up to 15 ft),‘ie‘ie, and epiphytes);• Ground cover is dominated by a mix of native ferns, herbs, and forbs;• <25-40% cover of invasive plant species;• No ungulates (pigs, sheep, cattle, donkeys, horses);• Free of abandoned fence and ranch debris;• No new invertebrate and plant pest species; and• No dogs and cats.
Strategies to achieve objective:
Remove existing abandoned fence and other former ranch debris.
Build and maintain 17-mile ungulate-proof fence around each of Units 1-3 with a 15 ft wide fuelbreak corridor (Figure 2-2).
Remove all ungulates as well as dogs and cats using IPM techniques such as trapping, snares,
ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct annual invasive plant species (e.g., Clidemia and Christmas berry) presence/absence
surveys and percent cover monitoring using established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25-40% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, invertebrates, cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, and shooting (ground and aerial).

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Outplanting of endangered plants in units 2 & 3 (supported by propagation program identified under
Objective 1.4) as well as mix of other native plants as identified in the attributes above.
Conduct site-specific fencing to protect endangered plant populations.
Rationale:
Control of ungulates is needed to restore acres identified as they are a major habitat modifying
threat. Pigs grub up the ground and create wallows where water can collect to become mosquito
breeding habitats. Mosquitoes are vectors for deadly avian diseases harmful to native forest birds. In
addition, ungulates eat and trample native plants. Therefore, reforestation (which would create moreforest in an elevation where climate change could impact native forest elevational gradients) would
not be possible without addressing this threat first. Aerial control has been proven to be the mosteffective management tool in terms of efficacy and minimizing impacts of ground-based shooting
and other control efforts. Shooting options would not be considered until the fencing is completed tomaximize benefits while minimizing potential effects.
The primary differences between the upper and lower elevation gradients in this habitat type are theincreased plant diversity in the midcanopy of the upper gradient, and the change from an herbaceous
ground cover in the lower gradient to a grass-dominated ground cover in the upper gradient.
A diverse native bird community first appears in the upper gradient of this habitat type, primarily
above the mosquito zone and in the more diverse forest.
Species of conservation and management concern covered in existing recovery plans include forest
birds, ‘alalā, ‘ōpe‘ape‘a, and endangered plants. The KFU was the location of the last known wild
‘alalā in the wild and fits many of the criteria outlined in the ‘Alalā Recovery Plan as a potential
repatriation site.
Limiting factors include a lack of native pollinators and several pest species (e.g., ungulates, rats,
mice, slugs, mosquitoes, invasive plants, and diseases). Native pollinators on the Refuge include
native birds and native insects. The habitat improvements outlined in each of the objectives andstrategies are designed to provide suitable habitat that should help increase populations of native
pollinators.
Past human disturbances include traditional farming and ranching practices and fire. The effects ofthis past activity include increased grasslands and a loss of native plant species.
This lowest elevation unit contains some intact native tree canopy but mostly highly disturbed,
nonnative pest species habitat. It provides minimal life-history functions for canopy dwelling
species and is the most invasive species degraded unit of the three KFU units. The amount of effort
required to restore this habitat makes it best suited to serve as a buffer between lower elevation off
Refuge lands and less disturbed upper elevation areas. This unit will be the lowest priority for
restoration and will not likely receive active management during the life of this plan (unit1 Figure 22).

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Objective 1.2: Restore and then protect and maintain native montane mesic koa/‘ōhi‘a forest.
Restore and then protect and maintain 1,800 acres of native montane mesic koa/‘ōhi‘a forest for all
life-history needs of endangered plant and animal species, with special emphasis for Hawai‘i‘ākepa, Hawai‘i creeper, ‘akiapōlā‘au, and the repatriation of ‘alalā; with the following attributes:• 4,500-5,800 ft in elevation;• Koa and ‘ōhi‘a dominated canopy;• Midcanopy is dominated by a mix of native flowering and fruiting trees (e.g., Clermontia
sp., pilo, pūkiawe, ‘ōhelo, kōlea, kāwa‘u), tree ferns, mixed ferns, and epiphytes;• Ground cover is dominated by a mix of native ferns, herbs and forbs;• No ungulates (e.g., pigs, sheep);• No new invertebrate and plant pest species;• <25-40% cover of invasive plant species;• Free of abandoned fence and ranch debris;• No increase in wildland fire incidents; and• No dogs and cats.
Strategies to achieve objective:
Remove existing abandoned fence and other former ranch debris.
Build and maintain ungulate-proof fence with a 15 ft wide fuel break corridor (same fence as
Obj 1.1).
Remove all ungulates as well as dogs and cats using IPM techniques such as trapping, snares,
ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct annual invasive plant species (e.g., Clidemia and Christmas berry) presence/absence
surveys and percent cover monitoring using established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25-40% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, invertebrates, cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, and shooting (ground and aerial).
Outplanting of native plant species.
Conduct hazardous fuels treatments (e.g., prescribed fire, mechanical removals, herbicides) to
reduce the threat from wildland fires, giving special attention to invasive species that increase fire
risk.
Maintain a system of fuels breaks by mowing roadways and areas around infrastructures.
Establish a fire prevention program that includes signage, education, and area fire closure criteria.

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Rationale:
Species of conservation and management concern covered in existing recovery plans include forest
birds, ‘alalā, ‘ōpe‘ape‘a, and endangered plants. The KFU is the location of the last known wild
‘alalā and fits many of the criteria outlined in the ‘Alalā Recovery Plan as a potential repatriation
site.
Open areas occur in this zone, left over from logging and timber activities. Outplanting native plants
will occur to restore forest habitat. Closed canopy and understory will help protect ‘alalā from ‘iopredation.
Objective 1.3: Protect, maintain, and restore native dry koa/‘ōhi‘a /māmane forest.
Protect, maintain, and restore approximately 500 acres of native dry koa/‘ōhi‘a /māmane forest
habitat for all life-history needs of endangered plant and animal species, with special emphasis for
Hawai‘i ‘ākepa, Hawai‘i creeper, ‘akiapōlā‘au, and the repatriation of ‘alalā; with the following
attributes:• 5,800-6,100 ft elevation;• Koa, ‘ōhi‘a, and māmane codominate the canopy;• Midcanopy is dominated by a mix of flowering and fruiting trees (e.g., ‘iliahi (sandalwood),pilo, naio, pūkiawe, ‘a‘ali‘i), and shrubs (e.g., ‘ōhelo);• Ground cover is composed of lichens, bryophytes, native grasses, herbs, and mixed ferns;• No ungulates;• No new invertebrate and plant pest species;• <25-40% cover of invasive plant species;• Free of abandoned fence and ranch debris; and• No dogs and cats.
Strategies to achieve objective:
Remove existing abandoned fence and other former ranch debris.
Build and maintain ungulate-proof fence with 15 ft wide fuel break/fence (same fence as Obj 1.1).
Remove all ungulates as well as dogs and cats using IPM techniques such as trapping, snares,
ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct annual invasive plant species (e.g., Clidemia and Christmas berry) presence/absence andpercent cover monitoring using established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25-40% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, invertebrates, cats, and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, and shooting (ground and aerial).

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Outplanting of T&E plant species as well as mix of other native plants as identified in the attributes
above.
Conduct site-specific fencing to protect endangered plant populations.
Rationale:
Species of conservation and management concern covered in existing recovery plans include forest
birds, ‘alalā, ‘ōpe‘ape‘a, and endangered plants. The KFU is the location of the last known wild
‘alalā and fits many of the criteria outlined in the ‘Alalā Recovery Plan as a potential repatriation
site.
Native pollinators on the Refuge include native birds and native insects. The habitat improvements
outlined in each of the objectives and strategies are designed to provide suitable habitat that should
help increase populations of native pollinators.
Objective 1.4: Develop and implement propagation and outplanting program.
Within 7 years of CCP approval, develop and implement a propagation and outplanting programthat provides 500 endangered plants per year (e.g., Clermontia, Cyanea, Phyllostegia) and 2,000
native species per year (e.g., pilo, koa, ‘ōhi‘a, pūkiawe) to support restoration activities.
Strategies to achieve objective:
Establish and maintain native plant nursery at field camp site on Mauna Loa to provide plant stock
for outplanting activities.
Collect adequate seeds and cuttings to supply plant nursery.
Develop adequate staff (e.g., horticulturist, volunteer coordinator) to assist with administration of
propagation program within 7 years.
Develop partnerships to assist with administration of propagation program within 7 years.
Administer volunteer program to support nursery and outplanting program within 7 years.
Rationale:
Endangered plant species have become extremely limited in their population and range due to morethan 100 years of cattle grazing, pig rooting, loss of pollinators, and limited gene pool. The Refuge
can play a vital role in the recovery of more than 10 federally listed threatened and endangered plant
species by providing ungulate-free fenced areas. Many of these plants are important food sources
for rare birds (e.g., ‘alalā) and invertebrates.
The existing facility at the HFU is at a much higher elevation than the KFU. The plant species thatare needed for outplanting are different from those of the HFU and the intent of the program will beendangered plant recovery as opposed to the forest restoration program at the HFU. To meet habitat
objectives, Refuge staff will need to find or develop a source for the native endangered plants thatwill be used in management efforts at the KFU. These efforts support Objectives 1.1-1.3.
Plant stock may be available from the Volcano Rare Plant Facility from seeds and propagules
collected on or near Refuge lands. In addition, the Refuge partners with the Plant Extinction Plant
Prevention Program. Through these collaborative partnerships, the Refuge also institutes best
management practices, which include incorporating science based genetic information into its
outplanting and propagation programs.

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Comprehensive Conservation Plan

Objective 1.5: Investigate and initiate landscape-level habitat conservation measures.
Within 1 year of CCP approval, the Refuge will complete a Land Protection Planning effort incooperation with other agencies and interested parties to assess and identify land conservation
priorities in the vicinity of Refuge units. Potential additions or expansion of Hakalau Forest NWR
and examination of various land protection tools will be explored. Land Protection as part of the
Refuge System may include fee title acquisition, conservation easements, and/or cooperative
agreements.
The plan will provide for conservation of supporting habitats, partnership opportunities, andopportunities to adapt Refuge management to impacts from global climate change.
Strategies to achieve objective:
Identify parcels of land that could provide supporting habitat for focal species of the KFU.
Develop strategies for protection and management of supporting habitat.
Work proactively with partners, neighbors, and private landowners where appropriate to meetconservation goals and develop specific project proposals for land acquisition, cooperative
agreements, and/or conservation easements as key conservation opportunities arise and willing
parties are identified.
Rationale:
Through a cooperative effort culminating in the 2006 National Ecological Assessment Team
Report, the Service and the U.S. Geological Survey (USGS) outlined a unifying adaptive resource
management approach for conservation at “landscape” scales, the entire range of a priority species
or suite of species known as “strategic habitat conservation” or SHC. In April 2009, Service
leadership established Landscape Conservation Cooperatives (LCCs). The LCCs are conservationscience partnerships between the Service, other Federal agencies, States, Territories, tribes, NGOs,
universities, and other entities. They are fundamental units of planning and science capacity to help
carry out the functional elements of SHC, biological planning, conservation design, conservationdelivery, monitoring, and research, and strategic response to climate change.
The Pacific Islands Climate Change Cooperative (PICCC) is the LCC focused on Hawai‘i, theMariana Islands, American Samoa, and central Pacific islands under the U.S. flag. Established inlate 2009, it will create the technical capacity, decision support tools, and organizational structure toaddress landscape-scale conservation issues using SHC. These tools will help managers reach
explicit conservation objectives for native species and habitats in the face of climate change andongoing threats such as fire, land conversion, and invasive species. The Hawaiian and PacificIslands NWRs anticipate using climate change information provided by the PICCC as foundational
products from which to conduct more detailed site-specific and species-specific analyses critical tothe preparation of planning documents and to prioritize on-the-ground conservation actions.
Currently, the Refuge identifies parcels on a case-by-case basis for protection as they become
available from willing sellers. A landscape approach on the slopes of Mauna Loa will allow staff to
focus efforts and work with partners to ensure that habitat needs are met over a larger area. In
addition, corridors between patches of protected habitat are critical for species migration in response
to climate change. Species distribution and abundance is likely to change based upon precipitation
patterns, temperature variations, and shifts in mosquito zones. The Refuge will identify landscapelevel opportunities to augment the protection currently provided by existing Refuge lands.

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2.3.1.2 Goal 2: Protect and maintain lava tube and lava tube skylight habitat throughout the
Kona Forest Unit, with special emphasis on their unique and endemic flora and fauna.
Objective 2.1: Protect and maintain lava tube and skylight communities.
Protect and maintain lava tube and skylight communities for all life-history needs of cavedependent species with the following attributes:• Undisturbed, moist, humid environment;• Relatively constant moderate temperature;• Lack of light;• ‘Ōhi‘a and other native plant roots to provide food source and nutrients;• Limited human disturbance;• No ungulates;• No new invertebrate and plant pest species; and• Free of abandoned fence and ranch debris.
Strategies to achieve objective:
Establish protocols to protect lava tube and skylight communities.
Remove existing abandoned fence and other former ranch debris.
Build and maintain ungulate-proof fence as referenced in Obj. 1.1.
Remove all ungulates as well as dogs and cats using IPM techniques such as trapping, snares,
ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct surveys for pest animals such as ungulates, invertebrates, cats, and dogs.
Control rats, ungulates, and pest invertebrates using appropriate IPM techniques including, but notlimited to, trapping, snare, shooting (ground and aerial), and rodenticides (aerial applications andbait stations).
Inventory and map lava tube and skylight communities.
Develop restrictive site-specific access protocols for SUPs to limit human disturbance.
Support additional investigations and research.
Rationale:
Lava tubes and skylights are rare, unique habitats that contain an endemic subterranean, invertebrate
faunal community. Moisture, moist air, relatively constant moderate temperature, and lack of lightare required attributes of these cave systems. Subfossil bird remains found in the detrital soils inside
the cave systems are a valuable resource that can be used to document premodern Hawaiian
avifauna. Lava tube caves found throughout the Island of Hawai‘i supported use by Native
Hawaiians. Insufficient study has occurred on the Refuge to document archaeological resources.
However, there is the potential that cultural resources do exist in Refuge caves.

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Comprehensive Conservation Plan

Invertebrates have evolved in this unique habitat. These mostly blind invertebrates feed on ‘ōhi‘a aswell as other native plant roots that penetrate the lava tube roof.
Trampling, the release of pest species (such as rats), or human disturbance could destroy the entire
invertebrate community and destroy subfossil and archaeological resources.
Installing fence and implementing the other strategies at the KFU will prevent disturbance anddamage from trampling of these fragile invertebrate communities and archaeological resources.

2.3.2 Hakalau Forest Unit
2.3.2.1 Goal 3: Protect, maintain, and restore subtropical rainforest community on thewindward slope of Mauna Kea as habitat for all life-history needs of endangered species (e.g.,forest birds, ‘ōpe‘ape‘a, plants, and invertebrates).
Strategy definitions: Reforestation focuses on planting koa specifically as appropriate overstory
species (though other overstory species can be used as well) to bring habitat into a basic forested
condition. Restoration is the planting of koa to restore forested condition, allowing time fordevelopment of a forest canopy, following up with later plantings of native understory shrub species.
Objective 3.1: Protect and maintain native montane wet ‘ōhi‘a/uluhe (Dicranopteris sp.)
forest.
Protect and maintain approximately 7,000 acres of native montane wet ‘ōhi‘a/uluhe forest habitat on
the HFU for endangered plant and animal species, with special emphasis on endangered plant
species, ‘ōpe‘ape‘a, and koloa maoli, with the following attributes:• Found from 2,500-4,000 ft;• Upper canopy is composed of scattered mature (100+ years), and medium-stature ‘ōhi‘a(30 ft);• Midcanopy zone (10-15 ft) is dominated by hapū‘u (tree fern);• Ground level, up to 6-10 ft is dominated by dense uluhe (matted ferns);• Many Carex sp. bogs found scattered throughout the lower elevations;• Plant diversity is low and dominated by open ‘ōhi‘a canopy and uluhe understory andground cover;• No ungulates (e.g., pigs and sheep);• No new invertebrate and plant pest species;• <25% cover of invasive plant species; and• No dogs and cats.
Strategies to achieve objective:
Remove all ungulates as well as dogs and cats using IPM techniques such as trapping, snares,
ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Install and maintain ungulate-proof fence to protect Carex sp. bog habitats where feasible.

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Conduct site-specific fencing to protect endangered plant populations.
Conduct annual invasive plant species presence/absence and percent cover monitoring using
established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, invertebrates, cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, and shooting (ground and aerial).
Inventory vegetation communities.
Complete the Wilderness Review by conducting a Wilderness Study within 4 years after the signingof the CCP.
Conduct all management actions utilizing the minimal tools necessary to achieve Refuge purposes
while maintaining wilderness character, until a final wilderness determination is made through theWilderness Study.
Rationale:
Low elevation forests are inaccessible by road with steep, deeply incised terrain and would be
extremely difficult and prohibitively expensive to fence. Survey and monitoring activities will be
conducted, and endangered plant populations protected as needed.
In the Wilderness Review conducted for the HFU (Appendix D), lower elevations of the Refuge
below 5,000 ft (Inventory Unit B2) met the minimum criteria for a Wilderness Study Area (WSA)
designation. Management activities in this unit will be conducted in a manner that maintains thewilderness character by using the minimal tools necessary to achieve Refuge purposes, as required
under the Wilderness Act of 1964 and Service policy (610 FW 1-4, Wilderness Stewardship).
Should the Wilderness Study, to be conducted subsequent to the CCP, indicate that Unit B2 can be
managed under a Wilderness designation without affecting management for Refuge purposes, thisunit may be recommended for wilderness designation. If the unit is recommended for wilderness
designation through the findings of the Study, and subsequently designated as Wilderness by
Congress, the unit will continue to be managed in perpetuity using the minimal tools required forwilderness areas. This unit is depicted in Appendix D.
Objective 3.2: Protect and maintain native montane wet ‘ōhi‘a forest.
Protect and maintain approximately 8,200 acres of native montane wet ‘ōhi‘a forest for endangered
plant and animal species, with special emphasis on common and endangered native forest bird
species, koloa maoli, and ‘ōpe‘ape‘a with the following attributes:• Area of high rainfall from 4,000-5,000 ft;• Upper canopy of this habitat type is dominated by 60-90 ft mature closed canopy ‘ōhi‘a;• Midcanopy is dominated by a mix of flowering and fruiting tree species (e.g.; ‘ōhi‘a, ‘ōlapa,
pilo, kōlea), tree ferns (up to 15 ft), and epiphytes;• Ground cover is dominated by mixed ferns, Astelia (lily), ‘ōhelo, kanawao, pūkiawe, andkāwa‘u;Chapter 2. Refuge Management Direction

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• Ground level contains downed timber and areas dominated by sphagnum moss;• <25% cover of invasive plants (e.g., English holly, blackberry);• No ungulates (e.g., pigs, cattle);• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Maintain existing ungulate-proof fence around units 1-8 (Figure 2-1).
Build and maintain ungulate-proof fence (Figure 2-1).
Remove all ungulates, nonnative mammalian predators, and dogs and cats using IPM techniquessuch as trapping, snares, ground shooting, and aerial shooting.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Outplant native overstory koa and ‘ōhi‘a.
Outplant endangered plants.
Conduct site-specific fencing to protect endangered plant populations.
Outplant common understory plants.
Conduct annual invasive plant species presence/absence and percent cover monitoring using
established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting (ground and aerial), and rodenticides (aerial application and bait stations).
Complete the Wilderness Review by conducting a Wilderness Study within 4 years after the signingof the CCP.
Conduct all management actions utilizing the minimal tools necessary to achieve Refuge purposes
while maintaining wilderness character until a final wilderness determination is made through theWilderness Study.
Rationale:
The Refuge’s Feral Ungulate Management Plan units are being revised into units A-F to maximize
protection of mid-elevation habitats. The revised units will enhance the Refuge’s ungulate control
capabilities and offer increased protection to forest birds from mosquito-borne diseases because areduction in ungulates in these units will reduce mosquito breeding habitats.
Limiting factors include a lack of native pollinators and several pest species (e.g. ungulates, rats,
mice, slugs, mosquitoes, invasive plants, and diseases). Native pollinators on the Refuge include
native birds and native insects. The habitat improvements outlined in each of the objectives andChapter 2. Refuge Management Direction

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strategies are designed to provide suitable habitat that should help increase populations of native
pollinators.
Higher densities of pigs at this elevation have disturbed native Carex sp. bogs which have
converted to nonnative Juncus sp. bogs.
In the Wilderness Review conducted for the HFU (Appendix D), lower elevations of the Refuge
below 5,000 ft (Inventory Unit B2) met the minimum criteria for a Wilderness Study Area (WSA)
designation. Management activities in this unit will be conducted in a manner that maintains thewilderness character by using the minimal tools necessary to achieve Refuge purposes, as required
under the Wilderness Act of 1964 and USFWS policy (610 FW 1-4,Wilderness Stewardship).
Should the Wilderness Study, to be conducted subsequent to the CCP, indicate that Unit B2 can be
managed under a Wilderness designation without affecting management for Refuge purposes, thisunit may be recommended for wilderness designation. If the unit is recommended for wilderness
designation through the findings of the Study, and subsequently designated as wilderness by
Congress, the unit will continue to be managed in perpetuity using the minimal tools required forwilderness areas. This unit is depicted in Appendix D.
Objective 3.3: Restore, and then protect and maintain, native montane wet koa/‘ōhi‘a forest.
Restore and then protect and maintain approximately 5,000 acres of native montane wet koa/‘ōhi‘aforest for endangered plant and animal species, with the following attributes:• Occurs from 5,000-6,000 ft;• Mixed age class of koa and ‘ōhi‘a-dominated forest;• Midcanopy is dominated by a mix of flowering and fruiting trees (e.g., ‘ōlapa, ‘ākala, pilo,
pūkiawe, ‘ōhelo, kōlea, kāwa‘u), mixed ferns, and epiphytes;• Ground cover is dominated by native ferns, native shrubs (e.g., ‘ōhelo, pūkiawe) and herbs;• No ungulates (e.g., pigs, cattle);• <25% cover of invasive plants;• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Maintain existing ungulate-proof fence.
Build and maintain ungulate-proof fence along Middle Maulua tract boundary (unit 9).
Remove all ungulates, nonnative mammalian predators, and dogs and cats using IPM techniquessuch as trapping, snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Control pest insects (e.g., Vespula sp.) using IPM techniques including pesticides and biocontrol.
Outplant endangered plants (e.g., Clermontia sp., Cyrtandra sp.).
Conduct site-specific fencing to protect endangered plant populations.
Conduct annual invasive plant species presence/absence surveys and percent cover monitoring using
established survey transects.

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Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25% occurrence of invasive plant species.
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, invertebrates,
cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).
Rationale:
Management actions to control and prevent access of ungulates, eradicate invasive plants, andreestablish endangered plants will provide improved habitat conditions for forest birds and support
recovery of threatened and endangered species.
Objective 3.4: Protect and maintain native montane mesic koa forest.
Protect and maintain approximately 3,500 acres of native montane mesic koa forest for endangered
plant and animal species, with special emphasis on koloa maoli, ‘ōpe‘ape‘a, and endangered plants,
with the following attributes:• A mixed age class of koa-dominated forest;• Occurs from 6,000-6,600 ft;• Midcanopy is dominated by a mix of flowering and fruiting trees (e.g. ‘ākala, pilo, ‘ōhelo,
kōlea, māmane, naio), mixed ferns, and epiphytes;• Ground cover is dominated by native ferns and herbs;• <25% cover of invasive plants (<50% for nonnative grasses);• No ungulates (e.g., pigs, cattle);• No nonnative mammalian predators (e.g., mongooses, rats);• No dogs and cats; and• No increase of the impact from wildland fires.
Strategies to achieve objective:
Maintain existing ungulate-proof fence (45 miles) with 25 ft fuel break.
Remove all ungulates, nonnative mammalian predators, and dogs and cats using IPM techniquessuch as trapping, snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Control pest insects (e.g., Vespula sp.) using IPM techniques including pesticides and biocontrols.
Outplant endangered plants (e.g. Clermontia sp., Cyrtandra sp.).
Conduct site-specific fencing to protect endangered plant populations.
Conduct annual invasive plant species presence/absence surveys and percent cover monitoring using
established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25% occurrence of invasive plant species (<50% for nonnative grasses) over
15-year plan period.
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, invertebrates,
cats and dogs.

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Control pest animals using appropriate IPM techniques including, but not limited to, trapping, snares,
shooting (ground and aerial), and rodenticide (aerial and bait stations).
Conduct hazardous fuels treatments (e.g., prescribed fire, mechanical removals, herbicides) to reduce
the threat from wildland fires, giving special attention to invasive species that increase fire risk (e.g.,gorse).
Maintain a system of fuels breaks by mowing roadways and areas around buildings.
Establish a fire prevention program that includes signage, education, and area fire closure criteria.
Rationale:
This habitat type contains a mixed-age class of koa-dominated forest and occurs from 6,000-6,600 ft.
The midcanopy is dominated by a mix of flowering and fruiting trees and shrubs (e.g., ‘ōlapa, ‘ākala,pilo, pūkiawe, ‘ōhelo, kōlea, kāwa‘u), mixed ferns, and epiphytes. Ground cover is dominated bymixed ferns, nonnative and native grasses, and herbs.
A diverse native bird community occurs in this habitat type, primarily above the mosquito zone andin a more diverse forest plant community. Other species of conservation and management concern
include the koloa maoli, ‘ōpe‘ape‘a, and endangered plants.
The windward east-facing HFU receives northeasterly tradewind-dominated rainfall throughout theyear. This habitat type receives approximately 23 ft of rainfall annually. More rainfall occurs
between the months of October-March.
Mountain slopes are moderate. Soils are aged, eroded, volcanic in origin, and typically poorly
drained. The ground surface is bisected by numerous streams (surface flow). These streams create
and maintain stream channels that are highly eroded and steep sided, providing protection to nativeand endangered plants from grazing ungulates.
Limiting factors include a lack of native pollinators and several pest species (e.g., ungulates, rats,
mice, slugs, mosquitoes, invasive plants, and diseases). Native pollinators on the Refuge include
native birds and native insects. The habitat improvements outlined in each of the objectives andstrategies are designed to provide suitable habitat that should help increase populations of native
pollinators.
A total of 3,500 acres of high-value montane mesic koa forest habitat exists at this elevation. Refuge
lands at this elevation are former ranch lands dominated by nonnative grasses, which have been
partially reforested over the past 25 years. Varying amounts of the approximately 2,500 acres ofnonnative grassland-dominated habitat remaining are scheduled for reforestation and/or restorationin Objective 3.5.
Objective 3.5: Restore/reforest native montane mesic koa forest.
Restore/reforest, and then maintain and protect 2,500 acres of native montane mesic koa forest forendangered plant and animal species, with special emphasis on the endangered and native forest
birds (e.g., ‘akiapōlā‘au, Hawai‘i ‘ākepa, Hawai‘i creeper), and endangered plants (e.g., Clermontia
sp. Phyllostegia sp.), with the following attributes:• Occurs from 6,000-6,600 ft;• Mixed age koa canopy (1-30 years);

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• Closed canopy on plantings over 6 years old;
• Emergence of fern ground cover within 15 years;• Midcanopy composed of mixed native tree species (e.g., ‘ōhi‘a, pilo, kōlea, ‘ōlapa);• Koa density of 200-300 per acre;• Mixed tree density of 400-500 per acre;• No increase of the impact from wildland fires;• No ungulates (e.g., pigs, cattle);• <25% cover of invasive plants;• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Maintain existing ungulate-proof fence.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Prepare site(s) for outplanting by reducing grass competition by chemical or mechanical (e.g.,dozer) means.
As nurse crop, outplant 300 koa per acre (12 ft x 12 ft).
Use excluder device to control the impact of turkeys on koa seedlings to improve survival ofplantings.
Outplant native understory species and ‘ōhi‘a at 150 per acre.
Outplant 100-300 endangered plants (e.g. Clermontia sp., Cyrtandra sp.).
Conduct site-specific fencing to protect endangered plant populations.
Conduct annual invasive plant species presence/absence surveys and percent cover monitoring using
established survey transects.
Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving <25% occurrence of invasive plant species over 15-year plan period.
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, invertebrates,
cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).
Conduct hazardous fuels treatments (e.g., prescribed fire, mechanical removals, herbicides) to
reduce the threat from wildland fires, giving special attention to invasive species that increase firerisk (e.g., gorse).
Maintain a system of fuels breaks by mowing roadways and areas around buildings.
Establish a fire prevention program that includes signage, education, and area fire closure criteria.
Rationale:
Prior to Refuge ownership, this area was in commercial cattle ranching. The effect of the ranchingactivities, logging, and fire was destruction of the naturally occurring forest ecosystem. The area
was an open, nonnative, grassland pasture with few remaining native trees, primarily located ingulches. The grassland was maintained by cattle grazing and pig rooting.

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Starting in 1987, the Refuge has been actively reforesting the native koa/‘ōhi‘a forest at HFU. The
first steps were to fence and remove the ungulates that were continuing to inhibit forest
regeneration, and controlling pest plants. Using koa seeds from the area, volunteers planted
approximately 20,000 seedlings per year. After experimenting with a variety of site preparation
methods, such as fire, discing, and herbicide, Refuge personnel prepared the planting sites throughsoil scarification with bulldozer scrapes.
Once the koa provides a closed canopy, ‘ōhi‘a and understory species such as kōlea, ‘ōlapa, ‘ōhelo,and pūkiawe are planted under the protection of the canopy. The canopy cover provides protection
from frost and excess sunlight. The koa serves as the “forest engineer” by ameliorating
temperatures, adding moisture through fog condensation, and adding soil nutrients and organic
matter. This koa forest restoration provides roosting, feeding, and nesting areas for native forest
birds.
The end result of the restoration efforts will be a healthy koa/‘ōhi‘a forest as described below. This
habitat type contains a mixed-age class of koa-dominated forest and occurs from 6,000-6,600 ft. The
midcanopy is dominated by a mix of flowering and fruiting trees (e.g. ‘ōlapa, ‘ākala, pilo, pūkiawe,‘ōhelo, kōlea, kāwa‘u), mixed ferns, and epiphytes. Ground cover is dominated by mixed ferns,
nonnative and native grasses, and herbs.
A diverse native bird community occurs in this habitat type, primarily above the mosquito zone andin a more diverse forest plant community. Other species of conservation and management concern
include the koloa maoli, ‘ōpe‘ape‘a, and endangered plants.
The forest restoration program has outplanted approximately 382,000 native trees, including koa,‘ōhi‘a, pilo, kōlea, ‘ōlapa, māmane, naio, and other natives on approximately 1,700 acres.
Native forest birds currently occur in this habitat at greatly reduced numbers and diversity whencompared to nearby intact forest communities, though populations are increasing as forest
restoration occurs. Nēnē are found throughout the current habitat. Species of conservation andmanagement concern include the native forest birds, ‘ōpe‘ape‘a, and endangered plants.
Objective 3.6: Maintain and enhance propagation and outplanting program.
Develop and implement a propagation and outplanting program that provides native common andendangered species to support restoration activities, with the following attributes:• Approximately 10,000 koa seedlings per year (or enough for approximately 70 acres peryear) for the first 5 years, then 5,000 annually for the next 10 years;• 300-1,200 endangered plants per year (e.g., Clermontia lindseyana, Clermontia peleana,
Clermontia pyrularia, Cyanea shipmanii, Phyllostegia racemosa);• 8,000-10,000 non-koa common native plants per year.
Strategies to achieve objective:
Expand native plant nursery at administration site on Mauna Kea to adequately provide plant stock
for outplanting program.
Collect adequate seeds and cuttings to supply plant nursery.

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Outplant koa seedlings, understory plants, and T&E plants.
Develop partnerships to assist with administration of propagation program.
Rationale:
Endangered plants have become extremely limited in their population and range because of morethan 100 years of cattle grazing, pig rooting, loss of pollinators, and limited gene pool. The Refuge
can play a vital role in the recovery of more than 10 federally listed threatened and endangered plant
species by providing ungulate-free fenced areas. Many of these plants are important food resources
for native forest birds and invertebrates.
Plant stock is available from the Refuge greenhouse facility at HFU from seeds and propagules
collected on or near Refuge lands. The Refuge volunteer program helps to support plant rearing andplanting activities. These efforts support Objectives 3.1-3.5.
Plant stock may also be available from the Volcano Rare Plant Facility from seeds and propagules
collected on or near Refuge lands. In addition, the Refuge partners with the Plant Extinction Plant
Prevention Program. Through these collaborative partnerships, the Refuge also institutes best
management practices, which include incorporating science based genetic information into its
outplanting and propagation programs.
Number of outplantings is used as a measure of annual capability rather than “acres planted” due toterrain, soil, competition with invasive grasses, and habitat quality variables, as well as elevationrelated factors such as extreme differences in precipitation and frost mortality.
2.3.2.2 Goal 4: Protect and maintain wetland and aquatic habitats (e.g., streams and theirassociated riparian corridors, ponds, and bogs) on the Hakalau Forest Unit.
Objective 4.1: Protect and maintain streams and stream corridors at HFU.
Protect and maintain existing streams and stream corridors that support native plant communities,
and endangered plant and animal species, with special emphasis on common and endangered native
forest bird species, koloa maoli, and ‘ōpe‘ape‘a with the following attributes:• Stable banks with native fern and native sedge with less than 50 percent occurrence ofnonnative grasses;• No ungulates;• Reduced invasive plant cover;• Water with reduced levels of disease, sediments, contaminants (e.g., fecal coliform);• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Maintain ungulate-proof fence.
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct annual invasive plant species presence/absence surveys and percent cover monitoring using
established survey transects.

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Based on results of annual invasive species transect monitoring, control invasive plant species withthe goal of achieving reduced occurrence of invasive plants over 15-year plan period.
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, and cats anddogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, and shooting (ground and aerial).
Inventory streams and stream corridors.
Rationale:
Streams cross through various habitat types, being intermittent at higher elevations, and perennial atlower elevations. Some streams with steep walls protect endangered and native plants from grazing
by ungulates. Fauna within the streams and riparian areas at lower elevations are unstudied andunknown. Although unstudied at higher elevations, the fauna is thought to be exclusively
invertebrate. Other species of conservation and management concern include native forest birds,
koloa maoli, and endangered plants.
Glacial meltwater created ravines during the Pleistocene era. Rainfall and runoff currently maintainstream habitats.
Invasive gorse can degrade ecological integrity of stream corridors by displacing native riparianvegetation communities and reducing surface water availability. Gorse seeds can wash downstream
from highly infested lands above the Refuge via stream corridors.
Ungulates and rats degrade water quality through soil disturbance and feces deposition. Lack ofgroundwater retention due to upstream human disturbance (e.g., grazing, soil compaction) can leadto flash floods. Streams also transport and disperse pest plant seeds.
Objective 4.2: Protect and maintain semipermanent natural ponds.
Protect and maintain semipermanent natural ponds for opportunistic breeding and loafing by koloa
maoli and migratory shorebirds, with the following attributes:• Shallow, less than 4 ft, open water with shoreline emergent vegetation (e.g.; Carex);• Presence of endemic invertebrates (e.g., damselflies and dragonflies);• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Maintain exterior management unit ungulate fencing (45 miles).
Conduct surveys for pest animals such as nonnative mammalian predators and cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting, and rodenticide (aerial and bait stations).
Rationale:
All of the natural and manmade ponds are above the mosquito elevation so there is no concern
about these features providing potential mosquito breeding areas.
Previous ranching operations built and maintained ponds as a source of water for cattle. These
manmade ponds are used rarely by koloa maoli as nesting areas. Migratory birds occasionally use
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the ponds for feeding and loafing. These ponds, which have already begun to be filled in byvegetation consisting of emergent Carex and nonnative Juncus species, will remain as is andallowed to progress naturally. While the nonnative Juncus has outcompeted Carex at lower
elevations, it is used by koloa and has limited impacts in this habitat type.
In order to support waterbirds and migratory shorebirds, the semipermanent natural ponds will bemaintained according to the attributes identified above. No water quality testing will be done forthese aquatic habitats.
Objective 4.3: Protect and maintain Carex bogs within the montane wet ‘ōhi‘a/uluhe forest.
Protect, maintain, and allow natural regeneration of existing Carex bogs within the montane wet‘ōhi‘a/uluhe habitat, with special emphasis on koloa maoli, with the following attributes:• Found from 2,500-4,000 ft;• Many Carex sp. bogs found scattered throughout the lower elevations;• Native plant diversity is low and dominated by Carex sp.;
• Surrounded by open ‘ōhi‘a canopy, uluhe understory, and ground cover;• No nonnative mammalian predators (e.g., mongooses, rats); and• No dogs and cats.
Strategies to achieve objective:
Build and maintain ungulate-proof fence to protect Carex sp. bog habitats where feasible.
Conduct surveys for pest animals such as cats and dogs and nonnative mammalian predators.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting, and rodenticide (aerial and bait stations).
Survey extent and number of bogs.
Rationale:
Bogs naturally occur in flat areas and are dominated by sedges and rushes. Limited areas of open
water also occur. Bogs are primarily located below 4,500 ft. While sphagnum exists in these bogs, it
is unclear whether it is native. Faunal use of bogs is primarily by invertebrates; however, koloa
maoli are known to use bogs. Other species of conservation and management concern include native
forest birds, nēnē, and endangered plants.
The conversion of Carex sp. to Juncus sp. has occurred due to the rooting activities of pigs.
Enhanced soil erosion from ungulate activities also has increased the eutrophication of bogs.
2.3.2.3 Goal 5: Protect and maintain grassland habitat to support nēnē population recovery.
Objective 5.1: Maintain managed grassland for foraging nēnē.
Maintain approximately 65 acres of managed grassland for nēnē foraging with the following
attributes:• Grass height < 6 inches;• Native (e.g., Deschampsia sp.) and nonnative grasses (e.g., Holcus sp.);• <25% cover of invasive plants;• No nonnative mammalian predators (e.g., mongooses, rats); andChapter 2. Refuge Management Direction

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• No dogs and cats.
Strategies to achieve objective:
Build and maintain ungulate-proof fence.
Use mowing to maintain fuel breaks and fence corridors in short grass (< 6 inches).
Use mowing except during peak nesting (October-April).
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct surveys for pest animals such as nonnative mammalian predators and cats and dogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting, and rodenticide (aerial and bait stations).
Rationale:
Fuel breaks have been constructed and will be maintained creating short grass habitat that isincidentally used by nēnē. Nēnē graze the grasses of the fuel breaks, helping to maintain them.
In addition, the 15-acre administrative site (located near Hakalau Cabin) is kept mowed andprovides incidental nēnē habitat for foraging.
Annually mowing 50 acres of fuel breaks and 15 acres around the administrative site would
maintain the Refuge’s focus on maximizing forest bird habitat by reforesting and restoring the
maximum amount of nonnative, high-elevation grasslands.
Objective 5.2: Maintain grassland habitats for nēnē nesting.
Maintain approximately 15 acres of managed grassland habitat for nēnē nesting with the following
attributes:• Composed of primarily native grasses with limited nonnative grasses and scattered native
shrubs and trees;• Reduced nest predators to levels that do not impact breeding success during nesting season;and• No ungulates.
Strategies to achieve objective:
Maintain ungulate-proof fence.
Establish a predator-proof fence on15-acre grassland breeding site away from administrative sites
on the Pua ‘Ākala Tract.
Remove all ungulates, nonnative mammalian predators, and dogs and cats using IPM techniquessuch as trapping, snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).
Use IPM techniques including physical/mechanical, biological, and chemical to eradicate or control
invasive plants (see Appendix G).
Conduct surveys for pest animals such as ungulates, nonnative mammalian predators, and cats anddogs.
Control pest animals using appropriate IPM techniques including, but not limited to, trapping,snares, shooting (ground and aerial), and rodenticide (aerial and bait stations).

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Rationale:
Currently, nēnē nest throughout the existing grasslands that are being restored to forest. These
grasslands are located in the upper elevations (approximately 6,000-6,500 ft). As the forest develops
and matures, nēnē nesting will occur primarily on lands adjacent to the Refuge.
In this area of Hawai‘i, nēnē typically use mid- to high-elevation native and nonnative shrublandand early successional grasslands, native alpine grasslands and shrublands, and open native andnonnative alpine shrubland-woodland community interfaces. The areas nēnē inhabit typically haveless than 7.5 ft of annual rainfall.
Nēnē nests, eggs, and young are vulnerable to predation. On the Refuge, they are susceptible tomongooses, rats, and cats. Exclosures and predator control (during nesting season) have helped tomaintain the Refuge population.
During the breeding season, nēnē feed mainly on berries and other plant items found on lava flows
near their nest sites, although some birds supplement their berry diet by feeding in grasslands,
depending on berry density. During the pre- and non-breeding season, their principal foods arecultivated grasses (Black et al. 1994). Nēnē select habitats with food plants high in protein. The
presence of standing or flowing water is not necessary for successful breeding, althoughobservations of nēnē in the lowland coastal regions of Hawai‘i Island and Kaua‘i indicate that when
standing water is present, it is readily utilized for drinking and bathing. Bodies of water may also be
used to escape from predators when goslings have not yet fledged, and when adults molt theirprimary flight feathers. Standing water is generally sparse in most nēnē habitats, and water isobtained primarily from their diet. Nēnē are more terrestrial than most other waterfowl species,
having evolved in habitats with limited freshwater availability.
During the nēnē nesting period (October-April), Service interns monitor nēnē nests and control
predators (mongooses, cats, and rats) near nesting areas. Monitoring of nēnē nests and predator
control would also be expanded to include the new 15-acre breeding site as needed.
Objective 5.3: Investigate and initiate landscape-level habitat conservation measures.
Within 1 year of CCP approval, the Refuge will complete a Land Protection Planning effort incooperation with other agencies and interested parties to assess and identify land conservation
priorities in the vicinity of Refuge units. Potential additions or expansion of the Hakalau Forest
NWR and examination of various land protection tools will be explored. Land Protection as part of
the Refuge System may include fee title acquisition, conservation easements, and/or cooperative
agreements.
The plan will provide for conservation of supporting habitats, partnership opportunities, andopportunities to adapt Refuge management to impacts from global climate change.
Strategies to achieve objective:
Identify parcels of land that could provide supporting habitat for focal species of the HFU.
Develop strategies for protection and management of supporting habitat.
Work proactively with partners, neighbors, and private landowners where appropriate to meetconservation goals and develop specific project proposals for land acquisition, cooperative

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agreements, and/or conservation easements as key conservation opportunities arise and willing
parties are identified.
Rationale:
Through a cooperative effort culminating in the 2006 National Ecological Assessment Team
Report, the Service and USGS outlined a unifying adaptive resource management approach forconservation at “landscape” scales, the entire range of a priority species or suite of species known as“strategic habitat conservation” or SHC. In April 2009, Service leadership established LandscapeConservation Cooperatives (LCCs). The LCCs are conservation-science partnerships between theService, other Federal agencies, States, Territories, tribes, NGOs, universities, and other entities.
They are fundamental units of planning and science capacity to help carry out the functional
elements of SHC, biological planning, conservation design, conservation delivery, monitoring, andresearch, and strategic response to climate change.
The Pacific Islands Climate Change Cooperative (PICCC) is the LCC focused on Hawai‘i, theMariana Islands, American Samoa, and central Pacific islands under the U.S. flag. Established inlate 2009, it will create the technical capacity, decision support tools, and organizational structure toaddress landscape-scale conservation issues using SHC. These tools will help managers reach
explicit conservation objectives for native species and habitats in the face of climate change andongoing threats such as fire, land conversion, and invasive species. The Hawaiian and PacificIslands NWRs anticipate using climate change information provided by the PICCC as foundational
products from which to conduct more detailed site-specific and species-specific analyses critical tothe preparation of planning documents and to prioritize on-the-ground conservation actions.
Currently, the Refuge identifies parcels on a case-by-case basis for protection as they become
available from willing sellers. A landscape approach on the slopes of Mauna Kea will allow staff to
focus efforts and work with partners to ensure that habitat needs are met over a larger area. In
addition, corridors between patches of protected habitat are critical for species migration in response
to climate change. Species distribution and abundance is likely to change based upon precipitation
patterns, temperature variations, and shifts in mosquito zones. The Refuge will identify landscapelevel opportunities to augment the protection currently provided by existing Refuge lands.

2.3.3 Both Hakalau Forest and Kona Forest Units
2.3.3.1 Goal 6: Collect scientific information (inventories, monitoring, research, assessments)
necessary to support adaptive management decisions on both units of Hakalau Forest NWR.
Objective 6.1: Conduct high-priority inventory and monitoring (survey) activities that
evaluate resource management and public use activities to facilitate adaptive management.
These surveys contribute to the enhancement, protection, use, preservation, and management of
wildlife populations and their habitats on and off Refuge lands. Specifically, they can be used toevaluate achievement of resource management objectives identified under all goals. These surveys
have the following attributes:• Data collection techniques would have minimal animal mortality or disturbance andminimal habitat destruction;• Minimum number of samples (e.g., water, soils, vegetative litter, plants, macroinvertebrates,
vertebrates) to meet statistical analysis requirements would be collected for identification

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and/or experimentation in order to minimize long-term or cumulative impacts;• Proper cleaning of investigator equipment and clothing as well as quarantine methods,
where necessary, would minimize the potential spread or introduction of invasive species;
and• Projects will adhere to scientifically defensible protocols for data collection, whereavailable and applicable.
The following is an initial list of survey activities to support resource management decisions
on the Refuge. Please note this list will continue to evolve during the 15 year life span of the
CCP:Continue annual Hawai‘i Forest Bird Surveys.
Monitor nesting density and success of nēnē.
Monitor species and habitat response to management actions (Goals 1-5) by conducting annualtransect surveys.
Develop an updated vegetation cover map of HFU and KFU (for use in GIS and monitoring).
Inventory endemic species in all forest habitats (Goals 1 and 3).
Inventory plants, invertebrates, and vertebrates occurring at HFU and KFU.
Institute early detection and rapid response monitoring to identify new or spreading invasive plant
problems on the Refuge.
Monitor plant and animal diseases (e.g., ‘ōhi‘a rust, koa wilt, avian malaria, avian pox).
Inventory endemic species, subfossil remains, and cultural resources associated with lava tube andskylight systems (Goal 2).
Inventory endemic species in all aquatic habitat types (Goal 4).
Monitor global climate change parameters (e.g., temp, CO2, etc.).
Survey water quality for reduced levels of disease, sediments, contaminants (e.g., fecal coliform).
Monitor public uses (e.g., disturbance).
Rationale:
The Administration Act requires each refuge to “… monitor the status and trends of fish, wildlife,and plants in each refuge.” Surveys would be used primarily to evaluate resource response to assess
progress toward achieving refuge management objectives derived from the Refuge System mission,refuge purpose(s), and maintenance of biological integrity, diversity, and environmental health (601
FW 3). Determining resource status and evaluating progress toward achieving objectives is essential
to implementing adaptive management on Department of the Interior lands as required by policy
522 DM 1. Specifically, results of surveys would be used to refine management strategies, where
necessary, over time in order to achieve resource objectives. Surveys would provide the best
available scientific information to promote transparent decisionmaking processes for resource
management on refuge lands.

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Objective 6.2: Conduct high priority research projects that provide the best science for
habitat and wildlife management on and off the Refuge.
Scientific findings gained through these projects would expand knowledge regarding life-history
needs of species and species groups, as well as identify or refine habitat and wildlife management
actions. Research also will reduce uncertainty regarding wildlife and habitat responses to Refuge
management actions in order to achieve desired outcomes reflected in resource management
objectives and to facilitate adaptive management. These research projects have the following
attributes:• Adhere to scientifically defensible protocols for data collection, where available andapplicable, in order to develop the best science for resource management;• Data collection techniques would have minimal animal mortality or disturbance andminimal habitat destruction;• Collect the minimum number of samples (e.g., water, soils, vegetative litter, plants,
macroinvertebrates, vertebrates) to meet statistical analysis requirements for identification
and/or experimentation in order to minimize long-term or cumulative impacts;• Utilize proper cleaning of investigator equipment and clothing as well as quarantine
methods, where necessary, to minimize the potential spread or introduction of invasive
species; and• Often result in quality, peer-reviewed articles in scientific journals and publications and/or
symposiums.
The following is an initial list of research projects to support resource management decisions
on the Refuge. Please note this list will continue to evolve during the 15 year life span of the
CCP:
Investigate and monitor endangered plant propagation and outplanting strategies.
Identify methods for forest regeneration and reforestation techniques.
Identify pest plant and animal species presence, distribution, abundance, and trends.
Conduct research to determine arthropod abundance.
Conduct research to determine species-specific thresholds for disturbances from Refuge uses suchas outplanting and bird watching activities.
Conduct an investigation to identify and quantify avian and plant disease issues.
Research demography, life-history, carrying capacity, and competition for native forest birds.
Research population dynamics and viability of ‘ākepa and other species: influences of management,
environmental factors, and potential nonnative competitors.
Investigate foraging ecology and competition among native and nonnative forest bird species.
Identify avian disease distribution and climate change.
Rationale:
Research projects on Refuge lands would address a wide range of natural and cultural resource aswell as public-use management issues. Examples of research projects can include habitat use andlife-history requirements for specific species/species groups, practical methods for habitat

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management and restoration, extent and severity of environmental contaminants, techniques tocontrol or eradicate pest species, effects of climate change on environmental conditions andassociated habitat/wildlife response, identification and analyses of paleontological specimens,
wilderness character, modeling of wildlife populations, and assessing response of habitat/wildlife to
disturbance from public uses. Projects may be species-specific, refuge-specific, or evaluate therelative contribution of the refuge to larger landscape (e.g., ecoregion, region, flyway, national,
international) issues and trends. Like monitoring, results of research projects would expand the best
available scientific information and potentially reduce uncertainties to promote transparent decisionmaking processes for resource management over time on Refuge lands. In combination with resultsof surveys, research would promote adaptive management on Refuge lands. Quality, scientificpublications resulting from research on Refuge lands will help increase the visibility of the Service
as a leader in the development of the best science for resource conservation and management.
A research facility of the University of Hawai‘i is located on the administrative site of the HFU.
This site is used as a base of operations for researchers from a variety of institutions and agencies.
Use of the site is governed by a Memorandum of Agreement between the Service and UH. A
compatibility determination for this facility and the research associated with it is included inAppendix B.
The scientific community from Hawai‘i and beyond has historically had a good deal of interest in
conducting research on Hakalau Forest NWR. The native forest birds and the habitat restoration
efforts that occur here lend themselves well to research questions. In addition, research can help toassess the effectiveness of management activities and help to adapt management over time.
Scientific research requires staff and management time for review of proposed studies, oversight ofaccess and facility issues, permitting, and use of supporting infrastructure, and thus places a strain
on both the Refuge resources and the staff that are required to administer Refuge access andresearch activities. It is not possible to permit all of the research requests that are received by
Refuge staff. Research will be reviewed and permitted on a case-by-case basis, according to Refuge
purpose and goals, best available information using an objective review process, and according toestablished research priorities.
Forest Bird Workshop: The Service sponsored a workshop in October 2008 including most of theprominent researchers knowledgeable about Hawaiian forest bird biology, ecology, and population
status. During this workshop, Refuge managers met with researchers to hear about some of the latest
research and gain insight into researchers’ perspectives about forest bird research priorities. A
summary of the workshop is included as Appendix E.
Forest bird researchers at the 2008 workshop identified potential research priorities for Hakalau
Forest NWR. The list (in priority order) is (1) monitoring and background data; (2) predation,
especially from rats; (3) invasive plants and potential biocontrols; (4) impacts fromgrazers/browsers; (5) invasive plants, more efficient control methods and registration of herbicides;(5) determine the effects of global climate change at the Refuge; (6) develop more effective cat
control techniques and determine effects of ectoparasites on non-endangered bird populations; and(8) experimental control of Japanese white-eyes.

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We expect to refine these priorities as new information arises. The process used at the Hiloworkshop was most inclusive and objective and may well serve us in the future as new management
challenges develop.
Additional research projects for consideration are also listed in Appendix C.
Objective 6.3: Conduct scientific assessments to provide baseline information to expand
knowledge regarding the status of Refuge resources to better inform resource management
decisions.
These scientific assessments will contribute to the development of Refuge resource objectives. They
would also be used to facilitate habitat restoration through selection of appropriate habitat
management strategies based upon site-specific conditions. The assessment attributes are:
• Utilize accepted standards, where available, for completion of assessments; and• Scale and accuracy of assessments would be appropriate for development andimplementation of Refuge habitat and wildlife management actions.
The following is an initial list of scientific assessments to support resource management
decisions. Please note this list will continue to evolve during the 15 year life span of the CCP:
Conduct surveys to determine role of predators in native flora and fauna abundance.
Support research to determine ecological parameters for ‘ōpe‘ape‘a.
Complete global climate change impacts assessment for the Refuge.
Develop a soil survey map.
Rationale:
In accordance with policy for implementing adaptive management on refuge lands (522 DM 1),
appropriate and applicable environmental assessments are necessary to determine resource status,
promote learning, and evaluate progress toward achieving objectives whenever using adaptive
management. These assessments would provide fundamental information about biotic (e.g.,vegetation data layer) as well as abiotic processes and conditions (e.g., soils, topography) that arenecessary to ensure that implementation of on-the-ground resource management achieves resource
management objectives identified under Goals 1-5.
2.3.3.2 Goal 7: Visitors, with a special emphasis on experience gained through volunteer workgroups and local residents, understand and/or value the native forest environment andmanagement practices at Hakalau Forest NWR.
Objective 7.1: Establish compatible wildlife observation and photography opportunities.
Maintain and enhance compatible wildlife observation and photography opportunities at Hakalau
Forest NWR focusing on HFU, with the following attributes:• Highlights the Refuge’s purposes and management practices;• Provides opportunities to view and photograph native forests and endangered and native
forest birds and plants;• Provide locations for prime viewing opportunities (e.g., wildlife observation trails); and• Maintain or increase visitor use levels at the Refuge as appropriate.

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Strategies to achieve objective:
Work with Friends of Hakalau Forest to develop interpretive brochures.
Develop a 0.3- 0.5-mile wildlife trail with interpretive signs and associated parking area on theUpper Maulua Tract.
Rationale:
Compatible wildlife observation programs receive priority consideration in Refuge planning andmanagement, secondary to the needs of fish and wildlife. High quality wildlife viewing willcontinue to be provided on the Refuge. Wildlife viewing opportunities will be provided for an
estimated 1,500 visitors per year. The HFU opportunities, to accommodate high visitor demand,
would require new trails to provide quality wildlife viewing opportunities and access to a variety ofhabitat types, while minimizing wildlife disturbance and providing sufficient wildlife sanctuary.
Quality wildlife observation is defined by several elements including: (1) opportunities exist to view
wildlife in their habitat and in a natural setting; (2) observation opportunities promote public
understanding of Hakalau Forest NWR resources and its role in managing and protecting thoseresources; (3) observations occur in places with the least amount of disturbance to wildlife; (4)facilities are safe, fully accessible, and available to a broad spectrum of the public; (5) viewing
opportunities are tied to interpretive and educational opportunities; and (6) observers have minimal
conflict with other visitors or Refuge operations. Compatible wildlife photography is also one of six
priority wildlife-dependent recreational uses of the Refuge System. Photographic opportunities
promote public understanding and increase public appreciation for America’s natural resources andincorporate a message of stewardship and conservation. The Refuge will provide a high-quality
photography program where compatible with sound principles of fish and wildlife management,
other objectives, and other compatible uses.
Objective 7.2: Promote and enhance the volunteer program at Hakalau Forest NWR.
Maintain the existing HFU volunteer program (35-40 weekends), develop seasonal volunteer
program, and establish and promote a volunteer program at KFU within 7 years after the CCP isapproved, with the following attributes:• Begins after fence construction and ungulate removal (KFU);• Over 7,500 hours contributed per year (HFU);• Appreciation and understanding of Refuge management efforts gained;• Increase public involvement to cultivate feelings of ownership and empowerment throughvarious activities, such as tree planting, habitat restoration, weed control, surveys, historicbuilding restoration, construction, bird walk guiding, plant propagation;• Creates ambassadors of environmental stewardship practices and ethic;• Ecovolunteer program supports the Refuge habitat management program; and• Provide a range of volunteer opportunities for individuals with a variety of skills andabilities, and support the Service’s “Connecting People with Nature” priority.
Strategies to achieve objective:
Maintain volunteer program at HFU by providing 35-40 weekend-long service opportunities withpartner organizations to visit the Refuge, assist with habitat restoration, and observe native forest
birds.
Develop a seasonal volunteer program to supplement staffing and weekend programs.

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Develop volunteer program at KFU.
Rationale:
The existing volunteer program would continue, with emphasis on service weekends by groupsinterested in Refuge enhancement activities.
Volunteer programs are vital to Refuge management by providing additional labor for management
programs that could not be accomplished by Refuge staff alone. While volunteer programs require
administration and coordination, the benefits far outweigh these costs.
Objective 7.3: Support existing outside programs for on and off site environmental educationand develop interpretive opportunities at Hakalau Forest NWR.
Support existing outside programs for off site and compatible on site environmental education
opportunities that are administered by NGOs and where appropriate develop interpretive
opportunities with the following attributes:• Includes 168 participants annually;• Based on Refuge and endangered species recovery management programs;• Provides hands-on stewardship opportunities for teachers and students;• Actively promote the Service’s “Connecting People with Nature” priority;• Accommodates six volunteer sessions that target students; and• Provides information about and serves as a conduit to past uses and connections to the land.
Strategies to achieve objective:
Interpretive wildlife walks available at the annual HFU open house. Rely on SUP process to allow
commercial guides, teachers, and NGOs to continue compatible outreach activities.
Coordinate with County, State, and NGO partners for off site environmental education
opportunities, including Kīpuka 21.
Develop and expand interpretive programming relative to cultural resources and historic sites.
Rationale:
Compatible environmental education and interpretation are priority wildlife-dependent public usesof the Refuge. In addition, they provide opportunities to reach local community members who may
not otherwise learn about Refuge resources and management programs.
The Refuge is in a unique position to offer local education agencies, teachers, and students
opportunities to study endangered species and engage in natural resource management andconservation issues in an outdoor setting. Since its establishment, educators and youth professionals
have been using the Refuge as an outdoor classroom to enhance course curricula. The existing
program serves approximately 75 students per year.
Groups using the Refuge for environmental education purposes would be required to obtain a SUP
or work through the Refuge volunteer program.
To meet student needs, the Refuge is committed to working with schools to teach students about
Refuge resources, including wildlife, habitat conservation, and cultural resources. These could be

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one-time activities such as planting, or long-term involvement including planning, design, andactual on-the-ground implementation for a restoration site.
Interpretation opportunities about the history of the area, ties to Native Hawaiian cultural practices,and historical use of Refuge resources should be offered.
Objective 7.4: Enhance outreach targeting local communities to promote appreciation of andgenerate support for the KFU.
Enhance outreach targeting local communities to promote appreciation of and generate support for
the KFU and its resources. The outreach efforts will focus on accomplishing the following:• Build awareness and support amongst local communities, with special emphasis on Native
Hawaiians;• Build positive name recognition for both units of Hakalau Forest NWR specifically and the
Refuge System in general; and• Maintain and expand partnerships with conservation organizations, adjacent landowners,
other Federal, State, and County agencies, Native Hawaiian groups, high schools (including
Hawaiian charter schools), colleges, businesses, civic clubs, hunting organizations, and theinteragency Navigating Change educational partnership.
Strategies to achieve objective:
Work with existing partners (Friends of Hakalau Forest NWR, Three Mountain Alliance, Imi Ponono ka ‘Āina) to promote awareness and appreciation.
Develop and cultivate new partners and outreach efforts.
Rationale:
Outreach to local communities would allow the Refuge to reach populations that may not otherwise
learn about Refuge resources and management programs.
2.3.3.3 Goal 8: Protect and manage cultural resources and historic sites for their educationaland cultural values for the benefit of present and future generations of Refuge users andcommunities.
Objective 8.1: Increase identification, monitoring, protection and restoration of all cultural
resources and historic sites, while increasing staff and public support and appreciation.
Increase identification, monitoring, protection and restoration of all cultural resources and historicsites, while increasing staff and public support and appreciation. These efforts will focus onaccomplishing the following:••

Build Refuge capacity and understanding for cultural and historic sites to assist withmanagement; andExpand knowledge for the public related to Refuge cultural and historic resources.

Strategies to achieve objective:
Evaluate known/potential Refuge cultural resources and historic sites.

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Obtain Section 106, Hawaiian cultural, and diversity training for Refuge staff to enhance protection
and appreciation of cultural resources.
Within 1 year develop guidelines for approval of and a compatibility determination for Native
Hawaiian cultural activities on the Refuge.
Identify Native Hawaiian groups or cultural practitioners within the Refuge ahupua‘a lands tocultivate an understanding of important historic sites and cultural resources.
Conduct a comprehensive cultural resources investigation of both units.
Develop interpretive programming relative to cultural and historic sites; including developing
interpretive products in partnership with Native Hawaiian groups.
Rationale:
The Refuge contains cultural/historic resource sites that have been inventoried in areas wheremanagement actions could have impacted cultural/historic sites. This inventory will continue toensure protection of these important resources. The Refuge allows cultural/historic resource
investigations of sites by universities, researchers, students, and/or cultural practitioners. This
information adds to our understanding of sites on Refuge lands. Within 1 year, Refuge staff willdevelop guidelines for approval of and a compatibility determination for Native Hawaiian culturalactivities on the Refuge, including collecting medicinal plants, visiting/utilizing caves with culturaland spiritual significance, and performing traditional ceremonies. Refuge staff will coordinate with
Regional staff, the DOI solicitor’s office, Office of Hawaiian Affairs, and interested parties indevelopment of these guidelines.
Refuge volunteers gain appreciation and respect for Native Hawaiian culture by helping to preserve
the culture and land through restoration projects. In a traditional Native Hawaiian context, there isno division between nature and culture. The land, water, and sky were the foundation of life and thesource of the spiritual relationship between people and their world. Native Hawaiian traditions
express the attachment felt between the Native Hawaiian people and the earth around them. “Native
traditions describe the formation (literally the birth) of the Hawaiian Islands and the presence of life
on and around them in the context of genealogical accounts. All forms of the natural environment–from the skies and mountain peaks, to the watered valleys and plains, to the shoreline and ocean
depths–are the embodiments of Hawaiian gods and deities” (Maly 2001).
The land divisions known as ahupua‘a were claimed by the king and chiefs in the Mahele of 1848.
Seldom visited, except by travelers between ahupua‘a, bird feather collectors, hunters, and canoemakers, the ahupua‘a highlands were generally undeveloped in architectural terms. The ahupua‘afor HFU are Maulua Nui, Honohina, Hakalau, Makahanaloa, Pāpa‘ikou, and Paukaa. For KFU, theahupua‘a are Kalāhiki and Ho‘okena.
The ‘ōhi‘a-koa zone was used by Native Hawaiians for specialized resources including bark formaking fishing nets and māmaki to make kapa cloth. Native Hawaiians may have used the area for
temporary camps while collecting natural resources or en route to a higher elevation adze quarry
and associated surface work sites. Native Hawaiians had knowledge of shelter caves, overhangs,
and water sources. In the dry māmane woodland, pili grass may have been collected as a special
resource for thatching structures, as well as māmane wood for making adze handles, house posts,
and hōlua sleds. Within or above the māmane zone, nēnē, ‘u‘au, and koloa maoli may have been

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used as a source of meat. Radio carbon dating of bird bones from caves located in the saddle region
between Mauna Loa and Mauna Kea indicate that Native Hawaiians were obtaining juvenile ‘ua‘u
and collecting bird feathers between 1000-1450 A.D. (Dougherty and Moniz-Nakamura 2006).
By interpreting Native Hawaiian practices that occurred on Refuge lands, we will provide the publicwith a better understanding of these sites and enhance the Refuge experience.

2.5

References

DeWalt, S.J. 2006. Population dynamics and potential for biological control of an exotic invasive
shrub in Hawaiian rainforests. Biological Invasions 8(5):1145-1158.
DeWalt, S.J., J.S. Denslow, and K. Ickes. 2004. Natural-enemy release facilitates habitat expansionof the invasive tropical shrub Clidemia hirta. Ecology 85(2):471-482.
Dougherty, Dennis and Jadelyn Moniz-Nakamura. July 2006. A Cultural Resource Overview
Report for the Proposed North Kona Fencing and Habitat Restoration Project, North Kona, Hawai‘i.
National Park Service Publication in Anthropology #8. Hawai‘i Volcanoes National Park.
Hight, S.D., I. Horiuchi, M.D. Vitorino, C. Wikler, and J.H. Pedrosa-Macedo. 2003. Biology, hostspecificity tests, and risk assessment of the sawfly Heteroperreyia hubrichi, a potential biologicalcontrol agent of Schinus terebinthifolius in Hawaii. BioControl 48:461–476.
Hill, R.L., G. Markin, G., A.H. Gourlay, S.V. Fowler, and E. Yoshioka. 2001. Host Range, Release,and Establishment of Sericothrips staphylinus Haliday (Thysanoptera: Thripidae) as a BiologicalControl Agent for Gorse, Ulex europaeus L. (Fabaceae), in New Zealand and Hawaii. BiologicalControl 21:63–74.
Johnson, M.T., P.A. Follett, A.D. Taylor, V.P. Jones. 2005. Impacts of biological control andinvasive species on a non-target native Hawaiian insect. Oecologia (2005) 142: 529–540.
Julien, M.H., J.K. Scott, W. Orapa, Q. Paynter. 2007. History, opportunities and challenges forbiological control in Australia, New Zealand and the Pacific islands. Crop Protection 26:255–265.
Maly, K and Onaona Maly. 2001 A Historical Overview of the Lands, and Trails Traveled, Between
Keauhou and Kealakekua, Kona, Hawai‘i. Prepared for the State Division of Forestry and Wildlife.
Kumu Pono Associates, Hilo, Hawaii.
Trujillo, E.E. 2005. History and success of plant pathogens for biological control of introduced
weeds in Hawaii. Biological Control 33:113-122.
Tummons, P. 2008. Waiwai Bio control Controversy. Environment Hawaii 19(1). July 2008.
Uowolo, A.L. and J.S. Denslow. 2008. Characteristics of the Psidium cattleianum (Myrtaceae) SeedBank in Hawaiian Lowland Wet Forests. Pacific Science 62(1): 129-135.

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U.S. Department of Agriculture (USDA), Forest Service. 2008. Field release of Tectococcus ovatus(Homoptera: Eriococcidae) for biological control of strawberry guava, Psidium cattleianum Sabine(Myrtaceae), in Hawaii, Draft Environmental Assessment.
Van Driesche, J. and R. Van Driesche. 2004. Nature out of place, biological invasions in the global
age. Island Press, Washington, DC.

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Chapter 2. Refuge Management Direction

2-44Chapter 3. Physical Environment

Above: ‘Ākepa/Jack Jeffrey Photography
Right: The FWS Horticulturist and his volunteers raise thousandsof rare native plants in the Hakalau Forest NWR greenhouse/Roy Lowe

Kona Forest Unit/USFWSHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Chapter 3. Physical Environment
3.1

ClimateLocated approximately 2,400 miles (mi) southwest of the nearest continental landmass, the Hawaiian
Islands are the most isolated archipelago in the world. The climate of Hawai‘i is generally constantthroughout the year, with only minor periods of diurnal and seasonal variability. In general,
temperatures during the summer season (May-September) are warm, conditions are dry, and tradewinds originate from the northeast direction. The winter season (October-April) is characterized bycooler temperatures, higher precipitation, and less equable winds (Juvik and Juvik 1998).
The trade winds also produce differences within the two physiographic provinces, windward andleeward zones, as a result of orographic rainfall. Moisture is carried from the ocean to the island by
the northeasterly trade winds. Orographic rainfall is rain generated when moist air rises against steep
slopes, cools, and forms rain producing clouds. As the air descends on the opposite side of the slope,it becomes warmer and less moist, resulting in less rain. Orographic rainfall patterns strongly
influence the climate of the two zones. On the windward side, climatic conditions are relatively wet,while the leeward areas experience decreased winds, less rain, and are subject to southerly Kona(leeward) storms (Juvik and Juvik 1998).
Episodic oceanic and atmospheric events also influence climate in the islands during specificintervals. The El Niño Southern Oscillation (El Niño) usually results in light trade winds in thewestern Pacific and drier conditions (Duffy 1993). During El Niño years in Hawai‘i, average rainfall
has dropped below historical records (USFWS 2002a). Hurricanes result in intense rain and wind.
The two major hurricanes that most affected Hawai‘i Island, Hurricanes Fico (July 18-20, 1978) andEstelle (July 22, 1986), had peak gusts of 58 and 55 miles per hour (mph), respectively (HDBEDT2007). These climate differences determine vegetation patterns, which in turn can affect local
hydrological movements of surface and especially ground water (Sack and Frole 2006).
Climatic conditions on the Island of Hawai‘i vary dramatically due to its large size and elevation
range. Clouds form against the windward mountain slopes creating drier conditions around the highmountains of Mauna Kea and Mauna Loa. Annual rainfall fluctuates from 10 in on the leeward coast
to 270 in in the windward forests (Mitchell et al. 2005).
Other moisture-producing mechanisms, besides the orographic effect, include convection, Konastorms, and fog drip. Kona storms are low pressure areas which bring southerly winds and rain.
These storms typically occur during the winter months when trade winds are light (Juvik and Juvik
1998). Fog drip occurs when clouds gather along mountain slopes and condensation causes the
moisture on vegetation to drip to the ground. Fog drip usually develops in late winter and early
spring during the afternoon (USFWS 1996a, 2008a). In addition to rainfall, the summits of Mauna
Kea and Mauna Loa on Hawai‘i Island also receive snow in the winter months (Juvik and Juvik
1998).
A particularly unique aspect of the climate in Hawai‘i is the trade wind temperature inversion. This
layer occurs from 5,000 - 10,000 ft where rising air meets sinking air and warmer air exists above
cooler air. The temperature inversion layer prevents warm, moist surface air from rising to form rain
clouds. Because humid moist air cannot reach high altitudes, a cloud ceiling is formed, causing theChapter 3. Physical Environment

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Orographic rain does not occur above the layer because air flows around the high elevation
mountains, rather than over the mountains. The temperature inversion is prevalent during the summer
months (Juvik and Juvik 1998).
Prevailing ocean currents surrounding the island also influence weather patterns by moderating thesurrounding surface air temperatures as a result of differential heat absorption and advection of heat.
Ocean currents in the Hawaiian Islands are moderated by the north Pacific anticyclone, a clockwise
gyre that extends from the tropics to the North Pacific (Juvik and Juvik 1998, Lau and Mink 2006).
The east-to-west-flowing North Equatorial Current splits at the Island of Hawai‘i, creating a northernbranch current that is 65 mi wide called the North Hawaiian Ridge Current.

3.1.1 Hakalau Forest Unit Climate
Climatic conditions at the HFU are largely shaped by elevation. Microclimatic shifts have also
occurred at and adjacent to the unit as a result of changing land use patterns. Clearing and grazing of
native vegetation allowed for the creation of large open grasslands. These areas increase wind speed,
reduce moisture, and result in more extreme temperature fluctuations (USFWS 1996b, USFWS
2002a).
Overall, the HFU is generally characterized by moderate temperatures and wet conditions. In lower
elevation areas, daily atmospheric temperatures are higher, with a mean annual temperature of
approximately 65°F. Higher elevation areas have lower temperatures around 53°F. At the upper
portion of the Refuge around 6,440 ft, temperatures have reached a maximum of 75°F. Night
temperatures during the winter can fall to 25°F, causing frost and soil ice (DHHL and USFWS 2003).
Generally, winds at the HFU arrive from the south southeast direction. Wind speed is approximately
5 mph (USFWS 2002a). Hawaiian Electric Company (2004) notes that mean annual wind speeds inthe area are less than 12.3 miles per hour (mph).
The windward HFU receives northeasterly tradewind-dominated rainfall. Rainfall varies along anelevation gradient, with areas above 5,000 ft receiving less rainfall than lower elevation portions of
the Refuge. In the lower regions, annual rainfall is approximately 300 inches, compared to
210 inches at the upper elevations. Rainfall averages also vary within the upper elevations. The area
near the Hakalau Cabin at 6,100 ft receives about 20 percent less rain than at Pua ‘Ākala located at
6,300 ft elevation. Between 1989-1994, the average total rainfall at Pua ‘Ākala was 124.19 inches,
while Hakalau Cabin received 85.67 inches between 1990-2000 (USFWS 2002a). In general,
increased precipitation occurs between October-March (USFWS, unpubl.).
In addition to elevation and wind patterns, episodic events and vegetation differences also influence
rainfall variations. At HFU, El Niño years caused average rainfall to drop below historical records,
with an average of 55.57 inches each year (USFWS 2002a). Six drought periods (1992-93, 1995,
1998, 2000, and 2008-2010) have been recorded at HFU. Rainfall during these years ranged from
40–68 inches (DHHL and USFWS 2003).
Fog drip is estimated to account for approximately 35 percent of moisture amounts (USFWS 2002a).
Fog and mist are consistently present in the afternoons due to the inversion layer (Scowcroft et al.
2000). On the Hilo side of Hawai‘i, the average relative humidity remains fairly constant, ranging
from 77-81 percent throughout the year (Juvik and Juvik 1998). At HFU, average daily relative
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humidity during the winter months is about 70 percent. In the spring and summer months, daily
humidity increases to about 85 percent. Daily differences in humidity are also present, with thestrongest humidity in the late afternoon and early evening (USFWS 2002a).

3.1.2 Kona Forest Unit Climate
Compared to the HFU on windward Mauna Kea, the climate on the Kona side (leeward) of Hawai‘iIsland is drier. In particular, South Kona is considered one of the most drought-prone regions in the
Hawaiian archipelago (USFWS 2008a). The moisture patterns in the area are driven primarily bydaytime surface heating and upslope winds that yield convective rainfall from roughly 2,000 5,900 ft. Unlike most areas in the State, the rainy season in Kona occurs during the summer months,
with peaks in June-September and low periods from November-February (Juvik and Juvik 1998).
Rainfall clearly decreases with elevation at KFU. Areas above 5,000 ft and below 2,000 ft elevation
are generally dry (Atkinson et al. 2005). Average annual rainfall at the lower and upper area of KFU
can differ by 39 in (USFWS 2008a). Between April 1995-November 1998, the average annual
rainfall varied from 5.63 inches at 2,000 ft to 2.05 inches at 6,000 ft. The climatic differences
between the elevations affect the types of species present and species distributions. Seasonal
fluctuations have also been observed at the Refuge. Annual and monthly rainfall averages are listed
in Table 3-1.

Table 3-1. Average Monthly Rainfall (inches) at the Kona Forest Unit, April 1995November 1998.
Month
2,000 ft
January
3.31
February
1.61
March
5.28
April
3.89
May
4.76
June
8.45
July
6.94
August6.99
September
12.2
October
6.16
November
3.11
December
2.37
Annual Ave. 5.63
Source: USFWS, unpubl.

3,000 ft
2.80
2.07
6.12
4.40
5.77
8.19
5.45
6.48
9.89
4.79
2.85
4.25
5.39

Elevation
4,000 ft 5,000 ft
3.00
2.78
2.25
1.71
6.09
5.42
3.26
2.57
4.04
2.15
7.06
4.74
4.10
3.17
4.02
2.29
6.19
3.07
2.19
2.03
2.10
1.79
4.15
4.01
4.05
2.93

6,000 ft
2.73
0.82
4.08
1.64
1.30
3.17
1.95
1.73
2.35
1.25
1.42
2.71
2.05

Rain is the primary moisture source at elevations from 2,000 - 2,700 ft, while areas above thiselevation also receive moisture from fog drip. The maximum amount of fog drip occurs from 3,0006,500 ft. Fog density peaks at about 5,000 ft (USFWS 2008a). “Vog”, volcanic gases and particulates
emitted from Kīlauea volcano, is another aspect of the climate on the Island of Hawai‘i. Vog forms a
distinctive haze and has been implicated in causing decreased rainfall and plant damage in Kona
forests (USFWS 2008a).

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Prevailing trade winds are weak along the Kona coast because the winds are blocked by Mauna Loa
and Hualālai (Juvik and Juvik 1998). Mean annual wind speeds in the area are less than 12.3 mph(HECO 2004).

3.2 Geology and Soils
The Hawaiian Islands were formed by a series of volcanic eruptions that occurred at various hotspots
beneath the Earth’s crust. As the tectonic plate slowly drifted, magma welled up from fixed spots
creating a linear chain of islands. Hawai‘i Island is the largest and youngest island in the Hawaiian
chain and encompasses a total land area of 4,028.2 mi2. The landmass was formed when fivevolcanoes of varying ages (Kohala, Mauna Kea, Hualālai, Mauna Loa, and Kīlauea) joined together(Juvik and Juvik 1998).
Dated at 430,000 years, the extinct Kohala volcano is the oldest on Hawai‘i Island. Found on thenortheastern portion of the island, this volcano is deeply eroded on the windward side. Mauna Kea isa dormant, postshield volcano with the oldest lavas estimated to be roughly 250,000 years old and themost recent approximately 4,500 years old (Juvik and Juvik 1998). The elevation of Mauna Kea is
13,796 ft; however, when measured from the submarine base to its peak, Mauna Kea is considered
the world’s tallest mountain, with a height of 33,480 ft (HDBEDT 2007). Hualālai is an active,
postshield volcano on the western side of Hawai‘i Island. Although Hualālai last erupted in 1801,
alkalic basalt eruptions generally occur every few hundred years so its core is still active (Juvik andJuvik 1998). Mauna Loa is an active shield volcano with an elevation of 13,679 ft (HDBEDT 2007).
Embedded in the eastern flanks of Mauna Loa is Kīlauea, the youngest and most active of the
volcano on the Island of Hawai‘i. Since January 1983, Kīlauea has continuously erupted, discharging
lava and occasionally ash deposits (Juvik and Juvik 1998).
As the basaltic lavas and volcanic ash from the volcanoes weathered and decomposed, various soil
types developed throughout the island (Juvik and Juvik 1998). Soils on the Island of Hawai‘i wereclassified by the U.S. Department of Agriculture (USDA) Soil Conservation Service (Foote et al.
1972). Soil types are mapped in Figures 3-1 and 3-2. Key characteristic of the soils found within theunits are listed in Tables 3-2 and 3-3.

3.2.1 Hakalau Forest Unit Geology and Soils
The majority of the unit is covered in Laupāhoehoe Volcanics from a Mauna Kea lava flow ranging
between 11,000-64,000 years old. Laupāhoehoe Volcanics in the Maulua Tract of the Refuge areyounger, primarily dated between 5,000-11,000 years old. Smaller areas of Hāmākua Volcanic fromthe Pleistocene epoch (dated between 64,000 and 300,000 years old) occur in the southwestern andnorthwestern corners of HFU.
All of the soil series present in the HFU were formed from volcanic ash. In the upper elevations of
the unit above 5,000 ft, the soil is classified as well-drained silt loams, while lower portions of the
Refuge are composed of silty clay loams. The USDA Soil Conservation Service has identified thefollowing soil types:

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Figure 3-1. Soil map of the Hakalau Forest Unit.

Pu‘u ‘O‘o silt loam, 6-12 percent slopes (PUC):
Located on uplands of the windward side of Mauna Kea between 5,000 - 6,500 ft, soils in the Pu‘u‘O‘o series are gently sloping to moderately steep. The surface layer is dark reddish-brown and very
dark gray silt loam. This layer is approximately 6 in thick and can be strongly acid (pH 5.1 - 5.5) tovery strongly acid (pH 4.5 - 5.0). The subsoil, which is about 21 in thick, is very dark brown to dark
reddish-brown silty clay loam. Material underlying the subsoil is dark yellowish-brown and darkbrown sandy clay loam. These layers range from strongly acid to extremely acid (pH below 4.5).
Laumai‘a silt loam, 6-20 percent slopes (LAD):
The Laumai‘a series are undulating soils located on high elevations above 5,500 ft of the windwardside of Mauna Kea and are gently sloping to moderately steep. The surface of the Laumai‘a silt loam
is a 12 in thick layer of very dark brown and dark-brown silt loam that is exceptionally stony incertain areas. The subsoil is roughly double in thickness and is very dark grayish-brown and darkbrown silt loam. The degree of acidity ranges from medium acid (pH 5.6 - 6.0) at the surface layer tostrongly acid at the subsoil.
Hanipoe very stony loam, 12-20 percent slopes (HCD):The Hanipoe series is found from 5,000 - 6,500 ft in elevation. Hanipoe very stony loam is composedof a 20-30 in layer over fragmental ‘a‘ā lava.

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Pi‘ihonua silty clay loam, 6-20 percent slopes (PND):
The Pi‘ihonua series, located from 4,500 - 6,500 ft on the windward side of Mauna Kea, consists ofwell-drained silty clay loams that have a banded appearance. The surface layer is about 6 in thick andcomprised of very dark brown silty clay loam that is extremely stony in certain areas. The subsoil isdark-brown to dark-red silty clay loam about 44 in thick, while a weakly cemented layer of volcanic
ash occurs at a depth of 17-25 in. Acidity varies between very strongly acid to extremely acid.
Pi‘ihonua extremely stony silty clay loam, 6-20 percent slopes (POD):
In addition to the characteristics of Pi‘ihonua silty clay loam, 6-20 percent slopes, stones cover
3-15 percent of the surface in this soil.
‘Akaka soils (rAK):
The ‘Akaka series consists of moderately well-drained silty clay loams that formed from volcanicash. These are gently sloping to steep soils on upland rain forests ranging from 1,000 - 4,500 ft. On
the HFU, these soils are found in the mid- to lower-portion of the Refuge and comprise the majorityof the Refuge area. ‘Akaka soils typically have a slope between 3-20 percent, but are dissected bysmall steep drainages, with slopes between 40-50 percent. Small, swampy areas of shallow soils
underlain by pāhoehoe bedrock also occur in the soil type.

Table 3-2. Soil Types Found Within the Hakalau Forest Unit and Key Characteristics.
ErosionHazardSlow
Slight
PUC Moderately rapid
LAD Moderately rapid Medium Moderate-Slow
Slight
HCD
Rapid
Slow
Slight
PND
Rapid
Slow
SlightPOD
Permeability

Runoff

The Natural Resources Conservation Service (NRCS) operates a soil moisture and temperature
station at Pua ‘Ākala at 6,394 ft. This station, which has been operating since February 2005, records
soil moisture and temperature to a depth of 27 inches.

3.2.2 Kona Forest Unit Geology and Soils
The surface of the KFU is covered in a sheath of Mauna Loa lava flows of the Ka‘ū Basalt series.
Lava flows in the northern two-thirds of the unit are older ranging between 1,500 - 3,000 years old,while the younger southern portion is estimated between 750-1,500 years old. A small area in thecentral region of the Refuge is composed of Ka‘ū Basalt flows between 3,000 - 5,000 years old.
South of the KFU, more recent twentieth century lava flows are present (USFWS 2008a).
A thin layer of organic soil covers the highly permeable basalt that remains from the lava flows. The
following eight soil types have been identified within the KFU:

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Figure 3-2. Soil map of the Kona Forest Unit.

Lava flows, ‘a‘ā (rLV):‘A‘ā lava flows are found along the northern boundary of the KFU. This lava is rough, clinkery, and“piled in tumbled heaps.” Only a thin layer of soil covers the lava allowing minimal vegetation
growth such as mosses, lichens, ferns, and scattered ‘ōhi‘a trees.
Lava flows, pāhoehoe (rLW):
Pāhoehoe lava generally has a smooth, glassy surface compared to ‘a‘ā lava. Pāhoehoe is hotter,
contains more trapped gasses, and flows faster than ‘a‘ā. This lava is lacking any soil covering
supports mainly mosses and lichens with scattered ‘ōhi‘a trees, ‘ōhelo, and ‘a‘ali‘i in cracks andcrevices.
Kēkake extremely rocky muck, 6-20 percent slopes (rKHD):
The Kēkake series are well-drained, thin organic soils underlain by pāhoehoe lava bedrock on
uplands between 3,500 - 7,000 ft. Approximately 25-50 percent of the surface area is rock outcrops.
The soil surface layer is black muck about 4 inches thick and strongly acid.
Māwae extremely stony muck, 6-20 percent slopes (rMWD):
The Māwae series consists of well-drained, thin organic soils over fragmented ‘a‘ā lava. This muck isundulating on mountains between 3,500 - 7,000 ft. The surface layer is black extremely stony muckabout 5 in thick with a medium acidity.

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Kīloa extremely stony muck, 6-20 percent slopes (rKXD):
The Kīloa series is located at intermediate elevations on Mauna Loa and Hualālai between 1,000 4,000 ft. Kīloa extremely stony muck consists of a 10 in thick layer of well-drained, very dark brown,
extremely stony organic muck over fragmental ‘a‘ā lava. Slightly weathered ash and cinders occur inthe voids of the lava. The Kīloa series is strongly acid.
Ke‘ei extremely rocky muck, 6-20 percent slopes (rKGD):
Located between 1,000-3,500 ft on Mauna Loa and Mauna Kea, the Ke‘ei series consists of welldrained, thin organic soils overlying pāhoehoe lava bedrock. The strongly acid surface layer is very
dark brown muck about 10 in thick. Between 25-50 percent of the surface is occupied by rockoutcrops.
Puna extremely stony muck, 3-25 percent slopes (rPXE):
The Puna series is found between 1,000-3,500 ft in elevation on Mauna Loa and Hualālai. This soil iswell-drained, very dark brown, extremely stony organic muck. The soil is about 5 in thick andunderlain by fragmental ‘a‘ā lava. This soil is gently sloping to moderately steep and neutral(pH 6.6-7.3).
Kona extremely rocky muck, 6-20 percent slopes (rKYD):
The Kona series also occurs between 1,000 - 3,500 ft on Mauna Loa and Hualālai. About 2550 percent of the surface is covered by rock outcrop and the surface soil layer is well-drained, very
dark brown muck. The slightly acid surface layer is approximately 5 in and underlain by pāhoehoe
lava bedrock.

Table 3-3. Soil Types Found Within the Kona Forest Unit and Key Characteristics.
Soil Type Permeability
rLV
rLW
rKHD
rMWD
rKXD
rKGD
rPXE
rKYD

Rapid
Rapid
Rapid
Rapid
Rapid
Rapid
Rapid
Rapid

ErosionHazardSlow
SlightSlow
SlightMedium Slight
Slow
SlightSlow
SlightMedium Slight
Slow
SlightMedium Slight
Runoff

3.3 Hydrology
The hydrologic processes that occur in the Hawaiian Islands are unique compared to continental
landmasses or temperate zones. Drainage basins are typically small and streams are characterized bysteep longitudinal profiles and numerous waterfalls (Lau and Mink 2006). In addition, hydrology islargely influenced by geological features associated with lava flows. Many streams in Hawai‘i havelengthy dry reaches under natural conditions due to the nature of the underlying rock (Stearns andMacdonald 1947, Macdonald and Abbot 1970).

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Similar to other oceanic islands, rainfall is the greatest source of freshwater on the Island of Hawai‘i.
Rainfall contributes roughly 8,000 million gallons per day (mgd) to the water budget of Hawai‘iIsland (Lau and Mink 2006, TMA 2007). This rainwater recharges two vital water resources:
groundwater and surface water.
Groundwater, which occurs beneath the surface, is the primary water resource in Hawai‘i.
Groundwater can occur as thin basal lens, as well as high-level aquifers that do not float on seawater(Juvik and Juvik 1998). Unlike older islands in the archipelago, Hawai‘i Island does not havesedimentary coastal plain or caprock. Lack of a caprock allows fresh water to outflow and theseawater to intrude the freshwater lens. As a result, basal water levels throughout the island are low(Bauer 2003).
Surface water is water flowing in stream channels. This water originates from surface runoff derived
from rainfall, groundwater seepage, and channel water that seeps into the banks during high stream
stages (Lau and Mink 2006). Streams are classified as intermittent or perennial based on flow
conditions. Perennial streams are streams that normally have surface flow throughout the year, atleast in some part of the course (Hawai‘i Cooperative National Park Studies Unit 1990). Perennial
streams, which are generally sustained by groundwater in high level aquifers, are usually restricted to
the windward sides of islands that receive more rain (Nishimoto and Kuamo‘o 1997, Juvik and Juvik
1998). The largest perennial stream on Hawai‘i Island (and in the State) is Wailuku River. This riveris 22.7 mi long and discharges 180 mgd (HDBEDT 2007).
Water on the island is primarily derived from groundwater rather than surface water (TMA 2007). In
2000, the County of Hawai‘i used 44.55 mgd of groundwater and 8.86 mgd of surface water(HDBEDT 2007). Major water systems are located in the Kona, Ka‘ū, and Puna areas. Water is
supplied to these systems from wells, springs, and roof catchments (TMA 2007). Hawai‘i Island
consumes a relatively small percentage of the State’s water. In 2006, the County of Hawai‘i
consumed 11.9 percent of the total freshwater consumption of the State of Hawai‘i (HDBEDT 2007).
Wetlands are critical components of an area’s hydrology and provide a variety of ecological
functions. The Service defines wetlands as “lands transitional between terrestrial and aquatic system
where the water table is usually at or near the surface or the land is covered by shallow water”(Erickson and Puttock 2006). According to this definition, unvegetated areas including beaches,mudflats, and ponds are considered wetlands. Hydrology, vegetation, and soil type are used asindicators to determine the presence of a wetland (Erickson and Puttock 2006). Although small,isolated wetlands occur on the Refuge, they would not be under the jurisdiction of the U.S. Army
Corps of Engineers as waters of the U.S. because they are not connected or adjacent to navigable
waters (USFWS 2008a).
Flooding is common in certain areas of the island due to ponding, surface runoff, high seas, storm
surge, and tsunami inundation. Hawai‘i Island is particularly vulnerable to flooding because it isrelatively young and water courses are generally not well-defined (County of Hawai‘i 2006). The
Federal Emergency Management Agency’s National Flood Insurance Program has prepared Flood
Insurance Rate Maps (FIRM) that depict flood hazard areas through the State. The maps classify land
into four zones depending on the expectation of flood inundation. The entire Hakalau Forest NWR is
within Zone X, defined as areas outside of the 100 and 500 year floodplains. In addition, the County
General Plan (2005) lists flood prone areas. Statewide flood control is managed by the Department ofLand and Natural Resources’ Engineering Branch, Land Division.
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The use of water resources in the Hawaiian Islands is regulated by the State Water Code, Chapter
174C and governed by the State Commission on Water Resource Management (CWRM). This
agency issues permits to regulate the use of surface and ground water. Between 1988-1989, water
users in Hawai‘i were required to register their water sources and declare their water uses to CWRM
(CWRM 1992). A water right is a legal entitlement to use a certain amount of water from a particularsource for a beneficial use. Outside designated water management areas landowners have the right to“reasonable use” of underlying groundwater and riparian water, providing it does not harm the usesof other users (Miike 2004). Specific water rights for descendants of Native Hawaiians who inhabitedthe Hawaiian Islands prior to 1778 are discussed in Section §174C-101 of the State Water Code.

3.3.1 Hakalau Forest Unit Hydrology
The presence of gulches and ravines allows for intermittent surface water flow following periods ofheavy or continuous rain (USFWS 2002a). Some of the streams within the Refuge boundaries are
considered perennial at lower elevations. Nonnative ungulates and other mammals (rats) degrade
water quality of the intermittent streams through soil disturbance and feces deposition. In addition,
disturbance in the upper reaches can result in lack of groundwater retention. Table 3-4 lists stream
and tributaries identified within the boundaries of the Refuge.

Table 3-4. Streams and Tributaries on the Hakalau Forest Unit.
Stream
Tributaries
Hakalau
Honoli‘i
Pōhakupuka
Kapue
Kawainui
Kolekole
MauluaMakahiloa
Nanue
PainuiPāhoehoePāhoehoe
Pōhakupuka
UmaumaNauhi Gulch, Honohina Gulch
Waikaumalo
Wailuku‘Āwehi, Nukupahu Gulch
Source: Hawai‘i Office of Planning GIS Data.

As required under the State Water Code, the Refuge filed Declaration of Water Use for 12 perennial
streams in May 1989. These streams included: Kalohewahewa, ‘Āwehi, Honoli‘i, Kapue, Kawainui,
Kolekole, Hakalau, Umauma, Painui, Waikaumalo, and Pōhakupuka (CWRM 1989, 1992). The
Refuge continuously uses the water in these streams to maintain the riparian community and protect
habitat for native aquatic insects and crustaceans. This type of use is considered a category two
instream water use because the water remains in the stream channel, rather than being transported
outside the channel (CWRM 1989).
Natural and constructed ponds exist along the upper slopes of the HFU. The constructed waterfeatures were former stock ponds built for cattle, but several still hold water. Many of the naturally
occurring pond and waterholes referenced in historical documents no longer exist. This is likely due

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to drier conditions and changes in the microclimate. One natural pond, known as Frog Pond, occurs
between the Honohina and Hakalau Tracts at about 5,600 ft (Tomonari-Tuggle 1996).
A baseline water resource assessment and stream fauna assessment has not been conducted at the
HFU (USFWS 2007). However, numerous surveys have been conducted at the lower elevations ofstreams that pass through the Refuge. The lower reaches of these streams support native fishes andinvertebrates (Tate 1996, Nishimoto and Kuamo‘o 1997). Although unstudied, stream fauna at higher
elevations within the HFU are believed to be exclusively invertebrate.
According to the Water Resources Protection Plan (USFWS 2005), the HFU is located in thePa‘auilo, Hakalau, and Onomea hydrological units. These aquifers have a sustainable yield of 60,
150, and 147 mgd, respectively. The size of these systems shows that a large amount of potable basal
groundwater can be developed in the area (Yuen and Associates 1990).

3.3.2 Kona Forest Unit Hydrology
Due to the extremely permeable lava and well-drained soils, there are no perennial surface waters or
drainages on the KFU. As a result, no standard water resource assessments have been performed(USFWS 2007). The closest permanent surface water is the Lumiawai waterhole, located about
0.5 mi south of the southeast corner (Rayond and Valentine 2007). Ki‘ilae Stream, which is south of
Hōnaunau, is the closest stream (Yuen and Associates 1990).
The Water Resources Protection Plan (USFWS 2005) depicts the KFU within the Ka‘apunahydrological unit. Groundwater in this region is primarily composed of a thin basal lens that is notprotected by caprock. The aquifer in the Ka‘apuna hydrological unit has a sustainable yield of
50 mgd (Yuen and Associates 1990). The Refuge area functions as an important groundwater
recharge area for Kona as a result of the porous substrate and high moisture conditions (USFWS
2008a).
South Kona is vulnerable to flooding due to the combination of intense storms, lack of drainages,
steep terrain, permeable soils, and urban land uses (County of Hawai‘i 2006, TMA 2007). No recordsof flooding on the unit have been found.

3.4 Topography
The Island of Hawai‘i is considered the highest oceanic island in the world. However, similar toother volcanic islands, summit heights are constantly changing due to erosion, lava deposition, andisostatic compensation (Jordan et al. 2003). Hawai‘i Island is characterized by high elevation areas
and gentle slopes. The majority of Hawai‘i Island (88 percent) is above 500 ft (HDBEDT 2007).
Furthermore, almost 70 percent is above 2,000 ft (Mitchell et al. 2005, HDBEDT 2007). The highest
point on the island, Mauna Kea, reaches 13,796 ft. Although Hawai‘i Island has some of the highest
peaks in the State, the inclines are relatively mild. Approximately 70 percent of Hawai‘i Island has aslope of less than 10 percent (HDBEDT 2007).

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3.4.1 Hakalau Forest Unit Topography
The relatively young Mauna Kea volcano does not contain deep valleys and high cliffs that are
distinctive on other volcanoes. As a result, the topography at the HFU is relatively gentle. The lower
elevation areas have deeper gulches and steeper slopes than higher elevation portions. The prevailingaspect of the slopes is east. Cinder cones, built by lava fountains or erupting magma foam, arescattered throughout the area (Stearns 1966, USFWS 1996b).

3.4.2 Kona Forest Unit Topography
The rectangular-shaped KFU slopes toward the west-southwest. The entire area has an average slopeof 20 percent, with slopes of less than 10 percent at the upper elevations (USFWS 2002b). The
surface of the entire parcel is rocky, irregular, and undulating (USFWS 2008a). Lava tubes andshallow gulches also dissect the overlapping ‘a‘ā and pāhoehoe lava flows, creating uneven
topography (Rayond and Valentine 2007).

3.5 Environmental Contaminants
The Agency for Toxic Substances and Disease Registry, a Federal bureau of the U.S. Department of
Health and Human Services, defines a contaminant as “a substance that is either present in anenvironment where it does not belong or is present at levels that might cause harmful (adverse)
health effects” (ATSDR 2002). Contaminants commonly include pesticides and their residues,industrial chemicals, fertilizers, metals, and other toxic substances. By altering biological or physicalprocesses, contaminants may produce adverse and even detrimental effects to an ecosystem (USFWS
2005a).
No contaminated sites have been identified on the Refuge units (USFWS 2007). However, Hawai‘iIsland is exposed to high sulfur dioxide (SO2) levels from Kīlauea volcano emissions (vog), as wellas traces of metals such as mercury. Sulfur dioxide is an irritant gas that may cause acute and chronicchanges in human health, such as eye and respiratory system irritation (Michaud et al. 2005).
The National Priorities List (NPL), compiled under authority of the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980 (United States Code, Title 42, Chapter 103),
provides an inventory of the Nation’s most contaminated hazardous waste sites. No sites are
identified on the island.

3.5.1 Hakalau Forest Unit Contaminants
Level I Environmental Site Assessment was conducted on the property prior to acquisition(Woodward, pers. comm.). Potential on- and off-site contamination sources that have been identified
on or adjacent to the HFU include accidents and spills, agricultural livestock, forestry silviculture,
pesticide application, and recreation (USFWS, unpubl.).

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3.5.2 Kona Forest Unit Contaminants
An updated Level I Environmental Site Assessment was conducted on the property in March 1997.
The assessment was based on previous contaminants surveys that were conducted in November 1995
and July 1994, as well as supplemental interviews and surveys conducted in 1996 and 1997.
Contaminants surveys consisted of interviews with people familiar with area, site inspections by footand vehicle, and a 24-minute aerial survey. No hazardous substances or other environmental
problems were evident on the property during any of these surveys. Small amounts of debris (a single
55-gallon drum and 5 water storage tanks) and localized oil staining associated with the 3 water
pumps were noted; however, these were not determined to be significant contaminant problems(Harper 1997).

3.6 Land Use
This section presents an overview of land uses within and adjacent to the units of the Hakalau Forest
NWR that currently influence or have the potential to influence Refuge conditions. Relevant local
and regional land use designations and policies affecting land use are also discussed.
Both units of the Hakalau Forest NWR were acquired and are continuously managed under a varietyof legislative acts, administrative orders, and legal authorities. The Endangered Species Act provides
for the conservation of threatened and endangered species of fish, wildlife, and plants. The Service
used the legislative authority of the ESA to establish both of the Refuge units and continues to use
the ESA to guide management of the endangered species and their habitats. The general purpose ofboth units is “… to conserve (A) fish or wildlife which are listed as endangered species or threatened
species…or (B) plants…” (16 U.S.C. §§ 1534 ESA).
The primary land use at the Refuge is maintenance to restore and benefit native species. Biologicalresearch and monitoring is also an important aspect of the units. Roughly 34 research studies wereconducted throughout the Refuge in 2007 (USFWS 2007) and 17 studies in 2006 (USFWS 2006).
In addition, limited public use is permitted. The Administration Act identifies six wildlife-dependent
visitor uses on refuges: hunting and fishing, wildlife observation and photography, andenvironmental education and interpretation. All recreational activities must be compatible with theprimary purpose of the refuge.

3.6.1 Local Land Use Designations: Hakalau Forest Unit
The HFU, located on the windward side of Mauna Kea, is situated 13 mi northwest of Hilo
(Figure 1-1). It spans portions of both the North Hilo District and the South Hilo Districts. The
32,733 ac HFU is comprised of four tracts, including Maulua, Honohina, Hakalau, and Pua ‘Ākala.
These tracts are further divided into subunits. The HFU is surrounded by various sections of the Hilo
Forest Reserve to the north, east, and south. Along the northern boundary of the Refuge, north of theMaulua tract, the Refuge is bordered by the Laupāhoehoe Section of the Hilo Forest Reserve and the
Laupāhoehoe Natural Area Reserve. The Hilo Watershed Forest Reserve abuts the property to thesouth, while the Pīhā (Game Management Area) Section of the Hilo Forest Reserve splits the

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Honohina and Maulua tracts. The HFU is accessed by taking Mauna Kea Summit Road to Keanakolu
Road, which is an unpaved road that follows the upper elevation boundary of the Refuge.
The HFU was established on October 29, 1985. The current acreage was purchased over a series ofyears from various entities including W.H. Shipman LTD, The Nature Conservancy, Lili‘uokalani
Trust, Robertson, and the World Union. In addition, a 1.65 ac easement was purchased from the
Department of Hawaiian Homelands (DHHL).
The specific purpose of HFU is “to assure the perpetuation of native forest habitats of the Upper
Hakalau Forest for the protection of a number of endangered animals and plants endemic to thearea.” The environmental assessment for Refuge acquisition states that the purpose “is to sustain thenaturally evolving mid-elevation rain forest of this area and, as necessary, allow for the managementof this forest and its assemblage of native and non-native plants and animals” (Stine 1985).
Furthermore, the 500 ac Pua ‘Ākala Ranch portion of the Refuge unit was added to the unit in 1995
in order “to protect and rehabilitate significant native forest habitat, provide for recovery ofendangered and threatened species, and to establish a Refuge boundary that would improve
management capabilities.”
Historically, the Refuge area above 6,000 ft was used as rangeland. This area encompasses 4,950 ac.
Domestic grazing occurred in the Upper Honohina Tract (Lili‘uokalani Trust) until April 1996. This
1,034-acre area was leased by Parker Ranch. A private landowner leased 500 acres known as Pua‘Ākala Ranch until 1997.
Currently, DHHL and the Hawai‘i Division of Forestry and Wildlife (DOFAW) are two adjacentland owners of the HFU. DHHL owns the land bordering the west boundary of the Refuge, including
the 514 ac Kanakaleonui corridor. Domestic grazing no longer occurs on the land. In a partnership
between the Refuge and DHHL in the area immediately adjacent to and above the Refuge (195 ac),
DHHL is pursuing a koa forest restoration project that was designed to plant koa to contain the
spread of the gorse infestations. At the northwestern corner of the Upper Maulua tract, a 40 ac parcel
and two 40 ac parcels are owned by two private landowners.
The DOFAW owns and manages the Forest Reserves and Natural Area Reserves adjacent to the
Refuge. Land uses on the Laupāhoehoe Natural Area Reserve include hiking, wildlife observation,and hunting (HAR § 13-209-3). The adjacent sections of the Forest Reserve System are utilized by
the public for camping, collecting, commercial harvesting, hunting, and other special uses (HAR §13-209-3). The Pīhā Section of the Hilo Forest Reserve, located between the Honohina and Maulua
tracts, is primarily used by the public for hunting.
More distant land areas include the Mauna Kea Forest Reserve and Mauna Kea Ice Age Natural Area
Reserve, located west of the property at the summit of Mauna Kea. In addition, Pu‘u O‘o Ranch islocated south of the Pua ‘Ākala area and Parker Ranch is located west of the Refuge boundary.
The Districts of North and South Hilo encompass 174,377 and 252,960 ac, respectively. Almost
69 percent of the North Hilo District is defined as Conservation by the State of Hawai‘i Land Use
District Boundaries Map, while 67 percent of the South Hilo District is considered Conservation(County of Hawai‘i 2007). The majority of the upper portion of the HFU is designated as Agriculture
by the State of Hawai‘i Land Use District Boundaries Map. The lower portions of the Refuge, as wellas the southwestern corner of the Refuge, are classified as Conservation. Areas in the immediate
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There is no Special Management Area for HFU according to State Coastal Zone Management.

Figure 3-3. Land Use District Boundaries - Hakalau Forest Unit.

3.6.2 Local Land Use Designations: Kona Forest Unit
The KFU is situated in the District of South Kona on the leeward slope of Mauna Loa (Figure 1-1). It
is located roughly 8 mi from the town of Captain Cook and 23 mi south of Kailua-Kona. Other
communities in the vicinity of the Refuge are Kealakekua, Kainaliu, and Hōnaunau. The unit isaccessed through a 17 ac permanent easement across private property. Keālia Ranch borders theproperty to the north and McCandless Ranch lies near the southern boundary.
The KFU of the Hakalau Forest NWR was purchased in 1997. Approximately 5,300 ac wereacquired from the Kai Malino Ranch section (Les Marks Trust) of the former McCandless Ranch, aprivate cattle ranch. Two easements were purchased from the Les Marks Trust in March 2005. As
part of the Hakalau Forest NWR, the KFU is administered and managed by the Refuge according to
the Administration Act. According to the Final EA for the Proposed KFU of the Hakalau Forest

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NWR (1997), the KFU was established “. . . to protect, conserve, and manage a portion of the native
forest in south Kona, primarily for the benefit of the ‘alalā and other endangered and threatened
species.”
Until 2003, the Refuge maintained dedicated staffing and a local office across Māmalahoa Highway
near the KFU; however, due to prolonged access disputes and pending resolution of legal issues,
staffing was discontinued on the unit. The KFU is currently unstaffed and is managed from theRefuge complex office in Hilo, 2.5 hours away. Adjacent land uses in the vicinity include ranching,farming, residences, and ecotourism ventures. Keālia Ranch is located approximately 3 mi north of
the KFU, and McCandless Ranch is found to the south of the Refuge. The KFU is 4 mi from the
Waiea Transfer Station, managed by the County’s Department of Environmental Management, Soil
Waste Division. This station was selected as one of six sites prioritized for coqui frog control on theisland due to its potential to threaten high-value resource areas (ISCs, AIS Team & CGAPS 2005).
Various kuleana lands are present immediately outside the Refuge. Other land uses adjacent to the
Refuge include Kalāhiki cemetery and Ho‘okena School. The South Kona Forest Reserve andKīpāhoehoe Natural Area Reserve are to the south of the Refuge.

Figure 3-4. Land Use District Boundaries- Kona Forest Unit.

The South Kona District encompasses 146,685 ac. This district is primarily classified as Agriculturalby the State of Hawai‘i and zoned as Agricultural by Hawai‘i County (County of Hawai‘i 2007). The
KFU is designated as Agricultural by the State of Hawai‘i Land Use District Boundaries Map. Areas
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Allocation Guide Map shows the unit as a “Conservation Area.” This land use is defined as “forest
and water reserves, natural and scientific preserves, areas in active management for conservation
purposes, areas to be kept in a largely natural state, with minimal facilities consistent with open space
uses, such as picnic pavilions and comfort stations, and lands within the State Land Use Conservation
District” (County of Hawai‘i 2006).

3.7

Global Climate Change

The Intergovernmental Panel on Climate Change (IPCC) recognizes that small island groups are
particularly vulnerable to climate change. The following characteristics contribute to thisvulnerability: small emergent land area compared to the large expanses of surrounding ocean;limited natural resources; high susceptibility to natural disasters; and inadequate funds to mitigate
impacts (IPCC 2001). Thus, Hawai‘i is considered to have a limited capacity to adapt to futureclimate changes. The Pacific Islands Regional Integrated Science and Assessment program isworking to develop tools dealing with climate risk management in the Pacific region. Furthermore,
the Hawai‘i Climate Change Action Plan (1998) offered initial recommendations to reduce GHGs,
and the Pacific Islands Climate Change Cooperative is developing a strategy to deal with climatechange throughout the State.
Similar to the rest of the world, temperatures in Hawai‘i are rising. The EPA has estimated that the
average surface temperature in Honolulu, Hawai‘i, has increased by 4.4°F over the last century (EPA
1998). In particular, nighttime temperatures are notably warmer, increasing by about 0.5°F per
decade over the past 30 years (Arakawa 2008). Recent studies have shown that this rising averagenight temperature is greater at high elevation sites than lower areas (Giambelluca 2008). Sea surface
temperature near the islands has been increasing recently, showing a 0.72°F rise between 1957 - 1987
(Giambelluca et al. 1996). Sea level around the Hawaiian Islands is rising by 6-14 in per century(EPA 1998). Over the last 90 years, precipitation has also decreased by approximately 20 percent(EPA 1998).
As a result of these shifts, Hawai‘i is developing means to reduce its GHG emissions. In 1990, it isestimated that 15,985,225 tons of carbon dioxide (CO2) were emitted in Hawai‘i. Other major GHGs
released that year include 75,736 tons of methane (CH4) and 690 tons of nitrous oxide (N2O). Theseestimates do not include fuels that were exported, used on international aircraft or ship operations, orused by the military in the State. International, military, and overseas CO2 emissions were estimatedto be 7,363,261 tons in 1990 (DBEDT and DOH 1998). In 2007, the State of Hawai‘i enacted
Act 234, which set the goal to reduce GHG emissions to 1990 levels by 2020.
Global and regional predictive climate simulations may not capture unique and important features ofthe Hawaiian climate. Existing large-scale models show large variability and uncertainty for the
Hawaiian Islands; thus, applying these models to predict local conditions must be done with caution
until more fine-scaled models are developed (Timm 2008). Models from the IPCC and the climate
model of the United Kingdom’s Hadley Centre suggest that by 2100 annual temperatures in Hawai‘i
could increase by 3°F, with a slightly higher increase in fall. Other estimates predict a 5 - 9°F rise by
the end of the 21st century (TenBruggencate 2007). Future changes in precipitation are uncertain,

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dependent largely on shifts in El Niño/La Niña events. Some predictions forecast an additional rise of
17-25 inches by 2100 (EPA 1998), while others suggest decreased precipitation.

Climate Change Effects on Water Resources
The impact of climate change on water resources is dependent on shifts in precipitation amounts,
evaporation rates, storms, and events such as the El Niño Southern Oscillation (ENSO). The ENSO isan ocean-atmosphere phenomenon in which the normal oceanic and atmospheric circulation patternsof the Pacific Ocean temporarily collapse. During normal years, strong tradewinds movecounterclockwise in the southern hemisphere and clockwise in the northern hemisphere, causing
surface water to move westward. These winds also produce upwelling that brings high nutrient
waters to the surface. During an ENSO event, tradewinds in the western Pacific stop and the warm
mass of water in the west moves eastward, causing shifts in the location of evaporation. As a result,heavy rains occur in normally dry areas such as the central Pacific islands. In addition to more
precipitation, these winds upwell warm water, which is devoid of nutrients. This causes productive
communities to collapse and subsequent death of fish and birds (Duffy 1993).
Although ENSO events have increased in intensity and frequency over the past decades, somelonger-term records have not found a direct link to global warming (Cobb et al. 2003) and do notpredict significant changes in ENSO; however, a majority of climate forecasts do suggest an
evolution toward more “El Niño-like” patterns (Buddemeier et al. 2004). Most climate projections
reveal that this trend is likely to increase rapidly in the next 50 years (Walther et al. 2002). However,other models predict more “La Niña-like” conditions in the Hawaiian Islands (Timm 2008).
A trend toward ENSO patterns will impact sea levels, sea temperatures, rainfall amounts, evaporation
rates, and the occurrence of hurricanes; however, the exact impact of climate change on water
resources is difficult to predict due to spatial variability. On a global scale, mean precipitation is
anticipated to increase. Current climate models project that tropical Pacific and high-latitude areas
will experience increasing precipitation amounts, while precipitation is likely to decrease in mostsubtropical regions (Parry et al. 2007; Solomon et al. 2007). A current trend toward this increase issupported by lowered salinity levels in both the mid- and high-latitude oceanic waters (Solomon etal. 2007). If the opposite effect takes place, decreasing precipitation or increasing evaporation willfurther stress meager surface and groundwater resources. Lack of rain could lower the amount offreshwater lens recharge and decrease available water supplies. Reduced rainfall or increased
evaporation will cause a corresponding increase in the demand for residential, commercial, or
agricultural water (Giambelluca et al. 1996).
Most climate projections suggest that more intense wind speeds and precipitation amounts willaccompany more frequent tropical typhoons/cyclones and increased tropical sea surface temperaturesin the next 50 years (Solomon et al. 2007; Walther et al. 2002). The Third Assessment of the IPCC
(2001) has concluded with “moderate confidence” that the intensity of tropical cyclones is likely toincrease by 10-20 percent in the Pacific region when atmospheric levels of CO2 reach double
preindustrial levels (McCarthy et al. 2001). One model projects a doubling of the frequency of 4 inper day rainfall events and a 15-18 percent increase in rainfall intensity over large areas of the Pacific(IPCC 2001). Solomon et al. (2007) states that it is “more likely than not” that the rise in intense
tropical cyclones is due to anthropogenic activity.

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An increase in heavy storms and surf will result in increased flood risks, sedimentation, and impededdrainage in Hawai‘i (DBEDT and DOH 1998). Change in rainfall patterns will affect the success offorest restoration as well as existing protected habitats and stream resources (e.g., may cause
movement of or degradation of these resources). In particular, the low-elevation Refuge areas will bevulnerable to changes in storm frequency, intensity, and directionality. These events have thepotential to denude vegetation and impact habitat for wildlife and plants.

Ecological Responses to Climate Change
Evidence suggests that recent climatic changes have affected a broad range of individual species andpopulations in both the marine and terrestrial environment. Organisms have responded by changes in(1) phenology (timing of seasonal activities) and physiology; (2) range and distribution;(3) community composition and interaction; and (4) ecosystem structure and dynamics (Walther et
al. 2002). The reproductive physiology and population dynamics of amphibians and reptiles arehighly influenced by environmental conditions such as temperature and humidity. For example, sea
turtle sex is determined by the temperature of the nest environment; thus, higher temperatures could
result in a higher female to male ratio (Baker et al. 2006). In addition, increases in atmospherictemperatures during seabird nesting seasons will also have an effect on seabirds and water birds(Duffy 1993).
Warming has also caused species to shift toward the poles or higher altitudes and changes in climaticconditions can alter community composition. For example, increases in nitrogen availability canfavor those plant species that respond to nitrogen rises (Vitousek 1994). Similarly, increases in CO2
levels can impact plant photosynthetic rates, decrease nutrient levels, and lower herbivore weights(Ehleringer et al. 2002). Although there is uncertainty regarding these trajectories, it is probable that
there will be ecological consequences (Walther et al. 2002).
Climate change has the potential to influence two important ecological issues in the State of Hawai‘i:
endangered species and invasive species. An overwhelming majority of U.S. endangered species arefound in the State of Hawai‘i. Species declines have resulted from habitat loss, introduced diseases,
and impacts from invasive species. Changes in climate will add an additional threat to the survival ofthese species (DBEDT and DOH 1998). For example, warmer night temperatures can increase therate of respiration for native vegetation, resulting in greater competition from nonnative plants(Giambelluca 2008). Of particular concern are native forest birds. Climate change may raise theelevational gradient in which mosquitoes can live. Consequently, current elevations free ofmosquitoes (which protect native forest birds that do not have resistance to avian diseases carried bymosquitoes) may disappear, leaving forest birds with no mosquito safe habitats.
Furthermore, climate change may enhance existing invasive species issues because alterations in theenvironment may increase the dispersal ability of flora or fauna. Species response to climate change
will depend on the life cycle, distribution, dispersal ability, and reproduction requirements of thespecies (Middleton 2006). However, for invasive weed species on Hawai‘i Island, climate change
may increase their range and expansion into native habitats. In addition to degrading native habitat, amore concerning result of this effect may be increased wildfires as many of these invasive species
have evolved with fire and require fire for their life-history. This issue is of particular concern for thedrier Kona side where the KFU is located. Such an increase in fuel loads would be detrimental toforest habitats and the species dependent on them.

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The Service is supporting the development of regional Landscape Conservation Cooperatives thatwill integrate local climate models with models of climate change responses by species, habitats, andecosystems. Cooperatives will collectively plan and design appropriate conservation actions at alandscape scale, monitor responses to climate change, and assess the effectiveness of management
strategies. The regional version of these Landscape Conservation Cooperatives is the Pacific Islands
Climate Change Cooperative (PICCC), headquartered in Honolulu, Hawai‘i, but working across the
Pacific. By working with PICCC, the Refuge will identify additional mitigation measures for climatechange.

3.8 References
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Centre for Global Climate Change: Arlington, VA. 42 pp.

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grassland exposed to FACE and warming. Australian Journal of Botany 55:780–794.

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Team, Pachauri, R.K and Reisinger, A. (eds.)]. IPCC, Geneva, Switzerland, 104 pp.
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Above: ‘Alalā/USFWSLeft: Cyanea shipmanii/Barry Stieglitz‘Akiapōlā‘au/Jack Jeffrey Photography

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Chapter 4. Refuge Biology and Habitats
This chapter addresses the biological resources and habitats found on Hakalau Forest National
Wildlife Refuge. The chapter begins with a discussion of biological integrity and moves on to focus
on the presentation of pertinent background information for each of the conservation targets
designated under the CCP. Background information includes a description, location, condition, andtrends associated with wildlife or habitats, key ecological attributes, and stresses and sources of stress(collectively, “threats”) to the target. The information presented was used as the CCP team developed
goals and objectives for each of the conservation targets.

4.1 Biological Integrity Analysis
The National Wildlife Refuge System Improvement Act of 1997 (amendment to the AdministrationAct) directs the Service to ensure that the biological integrity, diversity, and environmental health(BIDEH) of the Refuge System are maintained for the benefit of present and future generations ofAmericans. Elements of BIDEH are represented by native fish, wildlife, plants, and their habitats aswell as those ecological processes that support them. The Service‟s policy 601 FW 3 also provides
guidance on consideration and protection of the broad spectrum of fish, wildlife, and habitat
resources found on refuges, and associated ecosystems that represent BIDEH on each refuge.
The Refuge is adjacent to the Hilo Forest Reserve and Laupāhoehoe Natural Area Reserve (bothState-owned and managed areas by the Division of Forestry and Wildlife), as well as State-owned
and managed lands by the Department of Hawaiian Home Lands above the upper elevation(Figure 1-1). The Refuge‟s lower elevation boundary lines are adjacent to private properties. The
majority of DOFAW lands are forested and range from intact native forest to more degraded(nonnative) forest. Both DHHL land and some private lands are grazed completely with little to noforest, while other private lands (particularly the lower boundary in the southeastern corner) areheavily forested with native species. Of particular note is the section of the Hilo Forest Reserve thatbisects the HFU. This State parcel is also a game management area. Differing land uses by theseadjacent landowners can impact Refuge lands via invasive species, feral ungulates, and mammalianpredator encroachment.
The Refuge includes various native forest habitat types as well as subterranean habitats such as lava
tubes and skylights. The HFU has intermittent streams as well. However, due to former land use
practices (e.g., cattle ranching, logging, and sheep grazing), areas of the Refuge in both units havenonnative habitats that are composed of grasses and invasive weeds. Such areas at HFU are actively
being restored through outplantings of native plants in order to regenerate the native forest habitats.
The HFU in particular is a shining example of an area that gives hope to the perpetuation of native
forest bird species. A study by the USGS-BRD (Figure 4-1) indicates many of the native forest bird
species are stable or increasing at Hakalau Forest NWR, which is a stark contrast to the other areas
included in the survey. This finding supports continuing the forest restoration activities undertaken
by Refuge staff during the past 25 years.

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Figure 4-1. Native forest bird trends on Hawai‘i Island.

S=Stable; triangles indicate upward or downward trends. Source: Camp et al. 2010.

The biological integrity of the area is high relative to much of the Island of Hawai„i. The
conservation targets and focal habitats were chosen specifically as an attempt to return this portion of
the landscape to its natural state. The greatest challenges are threats from nonnative species: plants,
ungulates, and mammalian predators as well as diseases such as avian malaria.

4.2 Conservation Target Selection and Analysis
Early in the planning process, the CCP team cooperatively identified priority species, groups, andcommunities for this Refuge, as recommended under the Refuge System‟s Habitat Management
Planning policy (620 FW1). These priorities, called conservation targets, frame the CCP actions for

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wildlife and habitat. The conservation targets are species, species groups, or communities that theRefuge will actively manage to conserve and restore over the life of the CCP. Potential management
actions will be evaluated on their effectiveness in achieving Refuge goals and objectives for theconservation targets. Additionally, management of these species and habitats will also benefit andsupport many other native species that are present on the Refuge. Negative features of the landscape,such as invasive plants, may demand a large part of the Refuge management effort, but are notdesignated as conservation targets. Through the consideration of the BIDEH, the Refuge will provide
for or maintain all appropriate native habitats and species. These species and habitats can be found in
Appendix F.

Table 4-1. Refuge Conservation Targets.
Species, Species
Group, or Habitat

Hawaiian Name,
Common Name

Supporting Habitat Type(s) and/orSpecie(s)Life-History
Requirement(s)Anas wyvilliana

Koloa maoli,
Hawaiian duck

Riparian corridors, ponds

Foraging, nesting, loafing,feeding, roosting, all lifehistory requirements

Branta sandvicensis

Nēnē, Hawaiian
goose

Grasslands, ponds

Foraging, nesting, loafing,feeding, all life-history
requirements except
roosting

Fulica alai

„Alae ke„oke„o,
Hawaiian coot

Ponds

Foraging, loafing

Buteo solitarius„Io, Hawaiian
hawkMontane wet „ōhi„a, and mesic anddry koa/„ōhi„aforest, Montane wet„ōhi„a/Dicranopteris sp. forest
grasslands

Foraging, nesting, roosting,feeding, all life-history
requirements

Corvus hawaiiensis„Alalā, Hawaiian
crowMontane wet „ōhi„a and mesickoa/„ōhi„aforest, Montane mesic koa
forest, Montane drykoa/„ōhi„a/māmane forest

Feeding, nesting, breeding,roosting. All life-history
requirements

Psittirostra psittacea„Ō„ūMontane wet „ōhi„a and mesickoa/„ōhi„aforest

Feeding, nesting, breeding,roosting. All life-history
requirements

Hemignathus munroi„Akiapōlā„au

Montane wet „ōhi„a and mesic koa/„ōhi„aforest, Montane drykoa/„ōhi„a/māmane forest

Feeding, nesting, breeding,roosting. All life-history
requirements

Oreomystis mana

Hawai„i creeper

Montane wet „ōhi„a and mesickoa/„ōhi„aforest, Montane drykoa/„ōhi„a/māmane forest

Feeding, nesting, breeding,roosting. All life-history
requirements

Loxops c. coccineus

Hawai„i „ākepa

Montane wet „ōhi„a forest and mesickoa/„ōhi„aforest, Montane drykoa/„ōhi„a/māmane forest

Feeding, nesting, breeding,roosting. All life-history
requirements„Ōpe„ape„a,
Hawaiian hoarybatMontane wet „ōhi„a and mesickoa/„ōhi„aforest, grasslands,
Montane dry koa/„ōhi„a/māmane
forestForaging, birthing,breeding, all life-history
requirements

Birds*

MammalLasiurus cinereus
semotus

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Species, Species
Group, or Habitat
Invertebrate

Hawaiian Name,
Common Name

Supporting Habitat Type(s) and/orSpecie(s)Drosophila
heteroneura
Habitats**

Picture-wing fly

Montane wet „ōhi„a and mesickoa/„ōhi„aforest 4

All life-history requirements

Montane wet „ōhi„a/Dicranopteris sp.
forestN/A

Native forest birds

All life-history requirements

Montane wet „ōhi„aforestN/A

Native forest birds

All life-history requirements

Montane wetkoa/„ōhi„aforest

N/A

Native forest birds

All life-history requirements

Montane mesickoa/„ōhi„aforest

N/A

Native forest birds

All life-history requirements

Montane mesic koa
forestN/A

Native forest birds

All life-history requirements

Dry koa/„ōhi„a/māmane forest
Lava tubes andskylights
Aquatic habitats (e.g.,intermittent streams
and ponds)
Carex bogs
Grasslands
Plants***
Asplenium
peruvianum var.
insulareClermontia
lindseyana
Clermontia peleana

N/A

Native forest birds

All life-history requirements

N/A

Invertebrates

All life-history requirements

N/A

Invertebrates and waterbirds

All life-history requirements

N/A
N/A

Invertebrates, koloa maoli
Nēnē

All life-history requirements
All life-history requirements

No common
nameMontane wet „ōhi„a and mesickoa/„ōhi„aforest

n/a
n/a

Clermontia pyrularia„Oha wai

Cyanea hamatiflora2
Cyanea platyphylla2

Hāhā„Aku„aku

Cyanea shipmannii

Hāhā

Cyanea stictophylla

Hāhā

Cyrtandra tintinabula
Nothocestrum
breviflorum3
Phyllostegia
floribunda1

Ha„iwaleWet „ōhi„a and mesic koa/„ōhi„aforest5Montane wet „ōhi„a forest5
Montane wet „ōhi„a and mesickoa/„ōhi„aforest5
Montane wet „ōhi„a and mesickoa/„ōhi„aforest4
Montane wet „ōhi„a forest5
Montane wet „ōhi„a and mesickoa/„ōhi„aforest5
Montane wet „ōhi„a and mesickoa/„ōhi„aforest
Wet koa/„ōhi„a forest5
Montane wet „ōhi„a and mesickoa/„ōhi„aforest

n/a

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„Oha wai„Oha wai„Aiea
No common
name

Wet koa/„ōhi„a forest

Life-History Requirement(s)

n/a
n/a
n/a
n/a
n/a
n/a
n/a

n/a

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Species, Species
Group, or Habitat

Hawaiian Name,
Common Name

Supporting Habitat Type(s) and/orSpecie(s)Phyllostegia
racemosa
Phyllostegia velutina

No common
name
No common
nameMontane wet „ōhi„a and mesickoa/„ōhi„aforest5

n/aMontane wet „ōhi„a and mesickoa/„ōhi„aforest 5

n/aPortulacasclerocarpa3

Po„e

Dry koa/„ōhi„a/māmane forest
Montane wet „ōhi„a forest, mesickoa/„ōhi„aforest

Sicyos macrophyllus„AnunuNo common
nameLife-History
Requirement(s)

n/a
n/a

n/a
Silene hawaiiensis1
Dry koa/„ōhi„a/māmane forest
Notes:* Species appear in taxonomic order.
** Habitat types follow Jacobi et al. (1989).
*** Species appear in alphabetical order.
1
Specimen found on Refuge currently pending verification.
2
No individuals are known from the Refuge.
3
Plants known from adjacent area but not currently known from Kona Forest Unit.
4
Critical habitat has been designated for these species at Kona Forest Unit.
5
Critical habitat has been designated for these species at Hakalau Forest Unit.

4.3 Habitats
Both the HFU and KFU are montane communities located between 1,640-8,900 ft. This community
type is further divided based on annual rainfall; montane dry communities receive less than 48 in peryear, montane mesic communities receive between 48-100 inches of rainfall per year, and montane
wet communities are defined as areas receiving more than 100 inches annually (Wagner et al. 1999).
These plant communities are then defined based on the vegetation cover. For example, a communitythat has greater than 25 percent of the upper vegetation layer covered by trees is defined as a forest(Wagner et al. 1999).
On the Island of Hawai„i, montane forests have been severely altered by a variety of factors,
including land use changes and invasive species introductions. In particular, introduced mosquitoes
transmit avian diseases that have resulted in declines in native bird populations and ungulates haveremoved native plant species. Conservation and restoration efforts are needed to improve habitat
conditions at both units of the Hakalau Forest NWR.

4.3.1 Hakalau Forest Unit
The habitats at the HFU are defined according to gradients of elevation, temperature, and rainfall. In
addition topography, soils, and geological substrate play a role in influencing these zones. The
montane habitats at HFU have been transformed by years of cattle ranching and logging, creating
isolated areas of relatively undisturbed forest and highly modified open woodland (VanderWerf
1993). The native species dominated habitats within the HFU are described below, from lowest to
highest elevation as well as several nonnative species dominated communities, including stands of
eucalyptus and sugi pines, as well as former pasture lands that are still dominated by nonnative grass
species. Figure 4-2 shows the main vegetation types found on the HFU.
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Montane wet ‘ōhi‘a/uluhe forest, including Carex bogs
This habitat type is found between 2,500-4,000 ft in elevation. The topography of the montane wet„ōhi„a/uluhe forest is gently sloping; however, numerous steep-sided streams bisect the surface. The
volcanic soils are aged, eroded, and typically poorly drained (USFWS, unpubl.).
The upper canopy of this habitat type is composed of scattered mature „ōhi„a (over 100 years old), as
well as medium stature „ōhi„aapproximately 30 ft in height. The midcanopy zone, between 10-15 ft,
is dominated by hāpu„u. The ground cover is composed mostly of dense mats of uluhe that makeaccess difficult. Numerous native Carex bogs can be found scattered throughout the lower elevationsof this habitat. These bogs occur naturally in flat areas where a limited amount of open water isretained in a clay-layered depression. Sphagnum moss also exists in these bogs. The bogs at the HFU
range from 8-12 ft deep (Tomonari-Tuggle 1996).
The steep topography of the montane wet „ōhi„a/uluhe forest provides protection for native andendangered plants from grazing ungulates. For example, the bogs are used by rare invertebrates andpossibly the koloa maoli (USFWS, unpubl.).
Although endangered flora and fauna do occur in this habitat type, the montane wet „ōhi„a/ uluhe
forest in the HFU is the most exposed to invasive species from lower elevations. Limiting factors in
the montane wet „ōhi„a/uluhe forest include invasive species such as ungulates, rats, mice, slugs,
mosquitoes, and nonnative plants. In particular, native bird densities are curbed by avian diseases,
which are transmitted by mosquitoes that are able to breed up to 4,500 ft in elevation. Native plantand invertebrate diversity is also assumed to be low and native pollinators are lacking. Eutrophicationand elimination of Carex bogs is occurring due to pig activity. As a result, the bogs are primarily
invaded by nonnative rushes. Limited historical and current anthropogenic disturbance occurs within
the montane wet „ōhi„a/uluhe forest (USFWS, unpubl.).

Montane wet ‘ōhi‘a forest
This habitat type is found upslope of the montane wet „ōhi„a/uluhe forest, between 4,000-5,000 ft.
The montane wet „ōhi„aforest within the HFU maintains a more diverse plant and native bird
community than the lower elevation habitat due to the location above the mosquito zone (USFWS,
unpubl.).
The upper canopy of the wet „ōhi„aforest is dominated by a mature closed canopy of „ōhi„a thatreach 60-90 ft. Midcanopy species include „ōhi„a, „ōlapa, pilo, kōlea, epiphytes, and tree ferns
reaching up to 15 ft. The ground cover is dominated by mixed ferns, Astelia lilies, „ōhelo, kanawao,
pūkiawe, and kāwa„u. Downed timber and sphagnum moss are also dominant in this habitat at the
ground level. Slopes are moderate (USFWS, unpubl.).
Rare native forest birds, such as the „akiapōlā„au, Hawai„i creeper, and Hawai„i „ākepa, are found inmontane wet „ōhi„a forestat the HFU. The area also provides potential habitat for Clermontia
peleana subsp. peleana and other rare native plants.
Similar to the montane wet „ōhi„a/uluhe forest, invasive species and lack of native pollinators arealso a problem within the montane wet „ōhi„a forest(USFWS, unpubl.).

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Figure 4-2. HFU vegetation type.

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Montane wet koa/ ‘ōhi‘a forest
Located between 5,000-6,000 ft, the montane wet koa/„ōhi„aforest habitat type is comprised of
mixed age class koa and „ōhi„a. Various flowering and fruiting trees can be found at the midcanopy
level including: „ākala, „ōlapa, pilo, pūkiawe, „ōhelo, kōlea, kāwa„u. Mixed ferns and epiphytes canalso occur in the midcanopy. The ground cover in the montane wet koa/„ōhi„a forest is dominated byfern species such as Dryopterus sp. (Tomonari-Tuggle 1996). Slopes in this habitat are moderate.
A diverse assemblage of native and endangered plants and animals occurs in this habitat type. This
includes the koloa maoli and the „ōpe„ape„a (USFWS, unpubl.).
In addition to habitat threats present in other areas of the HFU, the montane wet koa/„ōhi„a forest has
been exposed to greater human disturbance, especially cattle grazing. Areas previously forested in
koa and „ōhi„a that have been exposed to browsing have largely been converted to grasslands,suggesting that the habitat type cannot tolerate this land use (Stine 1985, Tomonari-Tuggle 1996).

Montane mesic koa forest
The montane mesic koa forest habitat type can be found at the highest elevation of the unit between
6,000 - 6,600 ft. Koa is the dominant vegetation cover in this area and the trees are mixed ages.
Characteristic midcanopy species within this forest include „ōlapa, „ākala, pilo, pūkiawe, „ōhelo,
kōlea, kāwa„u, ferns, and epiphytes.
A low concentration of native forest birds currently occurs in this habitat. Nēnē are found throughout
the habitat. This habitat preference is likely biased since captive-bred birds are released in this area.
„Ōpe„ape„aand the „io have been recorded in the montane mesic koa forest. Various native andendangered plants and a single native grass, Deschampsia nubigena, are also present here.
This forest shares similar threats as other habitats within the HFU. The historical area of mesic koa
forest was reduced to nonnative grassland by grazing, timber harvest, and fires; however, the Refuge
is working to restore this habitat by outplanting native species. Nonnative grasses include various
species of Anthoxanthum, Holcus, Pennisetum, and Ehrharta.

Aquatic habitats (streams, ponds, Carex bogs)
Several streams are located within the HFU. Streams start as intermittent in higher elevations and forsome become perennial at lower elevations of the Refuge (Figure 4-2). Some streams are found ingulches or with steep walls, thereby providing better protection for endangered and native plantsfrom grazing by ungulates. Fauna within the streams are unknown and unstudied, but invertebrates
are believed to be the main users of this habitat. Threats to these habitats include gorse, which candisplace native riparian vegetation, and ungulates and rats, which can affect water quality throughsoil disturbance and feces deposition.
The Refuge also has manmade and semipermanent natural ponds. These habitats are seasonal and themanmade ponds will not be maintained by Refuge staff as they have transitioned to Carex and
Juncus vegetation, which can be used by koloa maoli.
Carex bog habitat is discussed previously under montane wet „ōhi„a/uluhe forest.
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Grasslands
Grasslands for nēnē foraging are created as part of the maintenance of fuel breaks (50 acres) as wellas an existing 15-acre site (for nesting) maintained near the administrative site at Hakalau cabin.
Currently these grasslands are a combination of native and nonnative grasses. Nēnē typically use
mid- to high-elevation native and nonnative shrubland and early successional grasslands, native
alpine grasslands and shrublands, and open native and nonnative alpine shrubland-woodlandcommunity interfaces. Threats to this habitat type are wildfire.

4.3.2 Kona Forest Unit
The habitat types within the KFU are influenced by rainfall, elevation, and historical volcanism. In
addition, human activities such as logging and cattle ranching have impacted the wet, mesic, and dry
habitat types throughout the KFU (Figure 4-3). As in the HFU, former pasture land, dominated bynonnative grasses, as well as a large section of lowland wet/mesic forest dominated by nonnative tree
and shrub species (e.g., Christmas berry and strawberry guava species) are found within the KFU.

Montane wet ‘ōhi‘a forest
The montane wet „ōhi„aforest occurs in two elevational bands: a lower gradient between 2,0003,000 ft and an upper gradient between 3,500-4,500 ft. Both the lower and upper gradients have an
upper tree canopy that is dominated by a closed canopy of mature „ōhi„a. The canopy is between 6080 ft high.
In the lower gradient, midcanopy species include a mix of introduced species such as Christmas
berry and strawberry guava, as well as the native hame, „ie„ie, kōlea, hāpu„u, „ōhi„a, and various
epiphytes. The groundcover in the lower gradient is dominated by introduced Koster‟s curse andthimbleberry, as well as a mix of introduced and native ferns. In the upper gradient, the midcanopy
contains „ōhi„a, pilo, Clermontia sp., „ōlapa, kāwa„u, kōlea, pūkiawe, hāpu„u, „ie„ie, and epiphytes.
Ferns (both introduced and native species) and introduced grasses are the primary groundcover.
There are three primary differences between the upper and lower elevation gradients in montane wet„ōhi„a forest habitat type at the KFU. Compared to the lower gradient, the upper gradient has higher
plant diversity in the midcanopy. The ground cover in the upper canopy is dominated by grasses,
while the ground cover in the lower gradient is mostly herbaceous. In addition, the lower elevation
gradient of this habitat type receives more rainfall annually than the upper gradient.
As a result of the lack of mosquitoes and increased plant diversity, the upper gradient of this habitat
type supports a diverse native bird community. The „ōpe„ape„a and various endangered plants also
occur in these areas.
Invasive species, such as ungulates, rats, mice, slugs, mosquitoes, and plants, threaten the montane
wet „ōhi„aforest at the KFU. In addition, plants are limited due to a lack of native pollinators.
Farming, ranching, and fires have also affected the native landscape, transforming native forests into
grasslands.

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Figure 4-3. KFU vegetation type.

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Montane mesic koa/‘ōhi‘a forest
The habitat between 4,500-5,800 ft is defined as a montane mesic koa/„ōhi„aforest. It is primarily
composed of mixed age trees of both species. The midcanopy is dominated by a mix of floweringand fruiting trees such as Clermontia sp., pilo, pūkiawe, „ōhelo, kōlea, kāwa„u. Tree ferns, mixed
ferns, and epiphytes also occur in the understory.
The mesic koa/„ōhi„aforest is potential habitat for several endangered species, such as the „alalā,„ōpe„ape„a, picture-wing flies, and various plants. It also provides foraging and nesting areas fornative forest birds.
Wildfires are a serious threat to the mesic forests above 5,000 ft in elevation due to nonnative grass
fuel. The montane mesic koa/„ōhi„a forest is threatened by ungulates. Sheep, which do not exist in
the wet „ōhi„a forest, exist in the montane mesic koa/„ōhi„a forest above 5,000 ft. A lack of native
pollinators also threatens this habitat.

Native dry koa/‘ōhi‘a/māmane forest
This native dry koa/„ōhi„a/māmane forest is located at the upper elevation of the KFU between
5,800-6,100 ft. Abandoned pastures, skid trails, and mill sites are present in this zone.
The upper canopy of this forest is composed of koa, „ōhi„a, and māmane, while the understory
consists of iliahi, kukainene, naio, pilo, pūkiawe, „ōhelo, and mixed ferns.
The dry koa/„ōhi„a/māmane forest is potential habitat for the „alalā, „ōpe„ape„a, endangered plants,
and endangered invertebrates. Native forest birds (such as „akiapōlā„au, Hawai„i „ākepa, and Hawai„icreeper) are also found in this habitat.
This forest shares similar threats as other habitats within the Refuge, such as invasive species andlack of native pollinators.

Lava tube and lave tube skylight
Lava tubes are subterranean channels that were created by flowing molten lava, particularly
pahoehoe lava. This type of basaltic lava is warmer, faster moving and less viscous than „a„ā lava
(Howarth 1973). Because pahoehoe lava does not fuse with the existing surface, extensive horizontal
spaces and vesicle-like channels develop. When the surface crust of a lava flow cools, the underlying
flow is insulated, allowing it to travel for many miles without losing its heat energy. As the volcanic
eruption ceases, the molten lava drains from the channel, leaving an empty passage or lava tube. In
Hawai„i, tubes formed in pahoehoe lava can reach up to 40.7 ft in length (Howarth 1983, Kauahikaua
et al. 2004).
Sections of lava tube roofs often collapse naturally creating skylights, which are vertical-walled
openings. Typically, skylights form on sloped terrain shortly after lava tube formation (Kauahikaua
et al. 2004). Skylights are exposed to the surface environment of rainfall, sunlight, and temperaturefluctuations. Due to the steep walls, skylights also serve as natural refugia where endangered or rare
plants can persist without being damaged by herbivores (USFWS, unpubl.).

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Moist air, relatively constant moderate temperature, and lack of light are attributes of these cavesystems. In general, lave tubes can be divided into four zones – entrance, twilight, transition, and true
dark. The entrance zone is the opening of the lava tube and is generally rich in resources. Green
vegetation lessens in the twilight zone where light is reduced. In the transition zone, no light ispresent, but surface environmental conditions are not absent. Finally, the true dark zone ischaracterized by constant darkness and has steady environmental conditions (Howarth 1973).

4.4 Endangered Hawaiian Forest Birds
Over two-thirds of the remaining native forest birds in Hawai„i are federally listed under the ESA.
The isolation of the Hawaiian Islands has contributed both to the endemism of the forest birds and totheir potential for endangerment. Isolation has made them particularly vulnerable to diseases such asavian malaria and pox, one of the most critical threats to native forest birds. The endangered species
present in Hakalau Forest NWR include three families of birds: Fringillidae (honeycreepers),
Corvidae (crows) and Accipitridae (hawks). The majority are Hawaiian honeycreepers (Fringillidae:
Drepanidinae) and include the „akiapōlā„au, Hawai„i „ākepa, Hawai„i creeper, and „ō„ū. The „alalāand „io are the two other species of concern. All species are endemic to the Island of Hawai„i, withthe exception of the „ō„ū, which formerly occurred on all the main Hawaiian Islands but may now be
extinct.
Statewide surveys of the distribution, abundance, and habitat occurrences of native forest birds began
in 1976 (Scott et al. 1986). These efforts were followed up by annual surveys that allow formonitoring and the examination of trends in forest bird densities over time, particularly of theendangered Hawaiian forest birds. Long-term data are available for two areas on the Island of
Hawai„i in particular: the North Hāmākua study area and the central windward region of Hawai„iIsland. These two areas are described in detail below.
The North Hāmākua area (160,230 ac) is located on the eastern flank of Mauna Kea, from 1,0008,000 ft elevation (Figure 4-4). This area includes the HFU and surrounding public and private lands.
The study area is steeply dissected by ridges and erosion gullies, with frequent major tree falls (Campet al. 2003).
Most surveys within the North Hāmākua study area were conducted in the montane forest, which has
a canopy dominated by old growth „ōhi„a and koa. „Ōlapa, pūkiawe, „ōhelo, „ākala, and hāpu„u are
the most common subcanopy trees and shrubs. Vegetation at low elevations (0-1,970 ft) consists ofnonnative trees, shrubs, and grasses in agriculture and urban/exurban settings. Vegetation at middle
elevations (1,970–6,230 ft) is dominated by native „ōhi„a and koa/„ōhi„a forest, whereas the highest
elevations (more than 6,230 ft) are comprised of pasture, subalpine native shrubland, and māmane
and koa woodland. Nonnative plant species may be found throughout parts of the native forest at allelevations (Camp et al. 2003).
The central windward region of Hawai„i Island includes approximately 166,300 ac of mid- to highelevation rainforest on the windward slopes of Mauna Loa Volcano, between 2,300-6,890 ft. It was
divided into four study areas: Kūlani-Keauhou, „Ōla„a, Mauna Loa Strip, and East Rift (Gorresen etal. 2005).

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Figure 4-4. North Hāmākua study area.

The Kūlani-Keauhou study area (elevation 3,280-4,920 ft) and surrounding region is comprised ofwet ‘ōhi‘a and koa dominated forests. The clearing of forest and ranching largely ceased in the
1990s, and the region is now managed mainly as native forest. Recent management has included
removal of livestock, tree planting, and in some areas removal of ungulates and weed control. The‘Ōla‘a study area (elevation 3,280-4,920 ft) is comprised of wet ‘ōhi‘a and hāpu‘u forests.
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Management actions include the eradication of pigs and control of nonnative plants (Gorresen et al.
2005).
Management of the Mauna Loa Strip study area (elevation approximately 3,280-4,920 ft) by the
Hawai„i Volcanoes National Park includes the exclusion of ungulates (cows, goats, pigs, and sheep)and the control of nonnative plants. The East Rift study area (1,640-3,280 ft) is comprised of wet„ōhi„a-dominated forests. The portion of the study area that lies within the Hawai„i Volcanoes
National Park has received ungulate control. The adjacent area (i.e., Kahauale„a Natural Area
Reserve) has received no nonnative plant or ungulate control. The forest surrounding and including
parts of the study area have been extensively disturbed by lava flows, fire, and „ōhi„a dieback(Gorresen et al. 2005).
Figure 4-5 shows the configuration of Forest Bird Survey Transect lines established at the Hakalau
Forest Unit (HFU) for annual bird surveys.

4.4.1 ‘Akiapōlā‘au (Hemignathus munroi)
The „akiapōlā„au is a medium-sized, stocky, short-tailed Hawaiian honeycreeper. Its bill has a long,sickle-shaped upper mandible and a short, straight lower mandible that is only half as long as theupper. Males are larger and heavier than females and have a slightly longer bill. Adult males have abright yellow head and underparts, a greenish back and wings, and black lores. Adult females differ
in color, with a yellowish-white chin, throat, and upper breast that contrasts with a pale yellowishgray lower breast and belly. Fledglings have a mottled yellowish-gray or green plumage with pale
underparts.
The „akiapōlā„au is endemic to the Island of Hawai„i. Historically, the „akiapōlā„au was much morecommon and widespread than it is today, being found virtually islandwide in native forest. In theearly 1900s, these forest birds were reportedly abundant, occurring in forests as low as 1,650 ft near
Hilo. In the 1940s, they were still present above 5,500 ft in Hawai„i Volcanoes National Park, but by
1970 they had disappeared from the Park and were less common elsewhere (Pratt et al. 2001a).
In the 1970s, „akiapōlā„au were found in five disjunct populations with a total estimated population
size of 1,500 ± 400 birds (confidence interval (CI) =95 percent) (Scott et al. 1986). Four of these
populations inhabited koa-dominated montane forests in Hāmākua south to the upper Waiākea
kīpuka, Kūlani, and Keauhou, in Ka„ū and Kapāpala, in southern Kona, and in central Kona. A fifth
population occupied subalpine dry forest on Mauna Kea. Originally these populations were allconnected, but they have since been isolated by clearing of forest, mainly due to grazing.
The most recent population estimate, based on islandwide surveys from 1990-1995, is 1,163 birds,
with a 90 percent CI of 1,109-1,217 birds (Fancy et al. 1995). However, more recent surveys indicatethat the population size might be greater.

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Figure 4-5. Annual forest bird survey transects.

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The largest population has long been thought to occur in the Hāmākua region. As of 2000,
approximately 1,600 ( 44 standard error (SE)) „akiapōlā„au were estimated to occur in the North
Hāmākua area. The HFU currently protects 50 percent of the „akiapōlā„au population in the study
area (approximately 800 „akiapōlā„au). In this Unit, a positive trend in „akiapōlā„au density wasobserved for the 24-year study period (1977-2000); no trends in „akiapōlā„au densities were detected
for the 14-year study period (1987-2000). The density of birds for the 14-year study period in the
HFU was estimated to be 0.44 birds per acre (standard deviation (SD) = 0.39) (Camp et al. 2003).
In the Ka„ū/Kapāpala area, the population had reportedly decreased from an estimated 533544 individuals since the 1970s (Fancy et al. 1995), but a more recent and intensive survey revealed a
population in this region of more than 1,000 birds (USGS, unpubl.).
In the central windward region of Hawai„i (Figure 4-6), a 1972-1975 survey of Keauhou Ranch and
the Kīlauea Forest Reserve recorded an overall „akiapōlā„au density of 0.2 birds per acre. Subsequent
surveys in 1977, the 1990s, and 2000s detected densities of only 0.04 birds per acre. A 2002 surveyof the Upper Waiākea Forest Reserve directly north of the Kūlani-Keauhou study area did not record„akiapōlā„au in areas in which they had been detected during the 1977 survey (Gorresen et al. 2005,
USFWS 2006b). The range of the „akiapōlā„au also no longer includes the „Ōla„a Tract and „Ōla„aForest Reserve from which the species were recorded as late as the 1960s. These results may indicate
the species‟ range has contracted upslope. Despite the apparent decline in „akiapōlā„au density, theassessment of trend remains inconclusive. However, regenerating koa in degraded or deforested areas
on Kamehameha Schools‟ Keauhou Ranch and the Kapāpala Forest Reserve recently has been
observed to support relatively high densities of „akiapōlā„au (Pratt et al. 2001a, Pejchar 2004).
Three „akiapōlā„au remained in the māmane forest on Mauna Kea in 2000, but all three of these birds
are now gone. In the late 1970s, a relict population of 20 birds remained in the koa/„ōhi„aforests ofcentral Kona. „Akiapōlā„au were last detected in central Kona in the mid-1990s (USFWS 2006b) andrecent field surveys did not detect „akiapōlā„au in the area (USFWS 2008). The current status of thebirds in southern Kona is unknown (USFWS 2006b).
At the HFU, „akiapōlā„au are found in montane wet „ōhi„a andmesic koa/„ōhi„a forest and montane
dry koa/„ōhi„a/māmane forest. „Akiapōlā„au attained highest densities in the upper elevation in areas
with a koa component and heterogeneous habitats along the forest margins (Camp et al. 2003).
„Akiapōlā„au are positively associated with koa and closed canopy, and „akiapōlā„au density issignificantly and positively associated with „ōhi„a, high-stature forest and negatively associated withgrass and presence of banana poka. Recent observations of „akiapōlā„au have been in montane mesic
and wet forest dominated by koa and „ōhi„a or in subalpine dry forest dominated by māmane andnaio.
Males and females remain together in pairs most of the time. From the limited data available,
breeding occurs year-round (Pratt et al. 2001a). The home range size of both sexes varies fromapproximately 12-100 ac. Territories are defended, and there is little evidence of daily or seasonal
movements. Habitat types influence the size of home ranges, with larger ranges occurring in open
forest and smaller ranges in koa plantation; home ranges vary from 56.8 ± 17.8 ac in open forest to
30.4 ± 17.8 ac in closed forests, and 28.9 ± 10.6 ac in young koa plantations. Furthermore, homeranges overlapped more in koa plantations (41.2 percent), than in closed forest (22.6 percent) or open

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Figure 4-6. Central windward study area.

forest (9.2 percent). This results in even higher population densities in koa plantations (13 pairs per
247 acres), than in closed forest (10 pairs per 247 acres) or open forest (5 pairs per 247 acres)(Pejchar 2005).
Moth larvae are the most common food item in ‘akiapōlā‘au fecal samples, followed by spiders andlonghorned beetle larvae (Ralph and Fancy 1996). Koa, kōlea, māmane, and naio are the moths’

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preferred forage plant species, while „ōhi„a is not favored. The foraging behavior of „akiapōlā„au isvery specialized compared with that of other forest birds, and foraging sites and food may belimiting. This species rarely takes nectar from flowers, but it recently has been discovered to drink
sap from small wells it drills in the bark of „ōhi„a trees.
Only a few trees in a bird‟s territory are used for this purpose, and they are defended against other„akiapōlā‟au. On average, sap trees are larger, have thinner bark, greater sap flow, and tend to occur
on convex slopes with more light (Pejchar and Jeffrey 2004).
„Akiapōlā„au often join mixed-species foraging flocks, perhaps to enhance detection of predators. In
montane mesic forests, they most frequently associate with Hawai„i creeper and „ākepa, whereas insubalpine dry forest they are found with Hawai„i „amakihi and palila. The importance of these flocks
to „akiapōlā„au has not been studied but may prove relevant to the conservation of this species andthe need to maintain intact, functioning ecosystems (USFWS 2006b).
„Akiapōlā„au are limited by habitat loss and degradation, predation, and introduced diseases. Due to
its low reproductive rate, this species may be particularly vulnerable to these threats and slow torecover. Other factors, such as competition from introduced avian and arthropod insectivores may
also limit the range of the species (USFWS 2006b).
The impact of habitat loss and degradation, particularly in mesic and dry forest, also threaten„akiapōlā„au. Dry high elevation māmane-naio forest habitat on the slopes of Mauna Kea has been
severely degraded by decades of browsing by goats and sheep. The dispersal behavior of„akiapōlā„au is poorly known, but habitat fragmentation may isolate the remaining populations,decrease the effective population size, and hinder recolonization of areas that were formerly
inhabited (USFWS 2006b).
Predation of nests and adults by rats, cats, mongooses, and owls is suspected to have a significant
impact on many native Hawaiian bird species (Atkinson 1977, Smucker et al. 2000, VanderWerf andSmith 2002). Recent surveys indicate rat densities are high at the HFU, which contains a significant
portion of the largest remaining „akiapōlā„au population (USGS, unpubl.). Juvenile „akiapōlā„au may
be especially vulnerable to predators during the post-fledging period because their loud, persistent
begging call makes them easy to locate (USFWS 2006b).
Most Hawaiian forest birds are susceptible to introduced mosquito-borne diseases, and the„akiapōlā„au may be limited to its current high-elevation distribution by these diseases (Scott et al.
1986; van Riper et al. 1986; Atkinson et al. 1995, 2005). Despite the availability of apparently
suitable habitat, „akiapōlā„au are absent from most areas below 4,500 ft, where mosquitoes arecommon (USFWS 2006b).

4.4.2 Hawai‘i ‘Ākepa (Loxops coccineus coccineus)
The Hawai„i „ākepa is a small sexually dichromatic Hawaiian honeycreeper. Males obtain theirbright orange adult plumage 3 years after hatching (Lepson and Freed 1995). The subadult plumage
is dull brownish-orange, although individual variation is high. Females are grayish green with ayellow breast band. The lower mandible of the „ākepa is slightly bent to one side which results in themandible tips being offset; a characteristic shared with the „akeke„e. The bend can be to the left or

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asymmetry; the leg opposite the curve in the mandible is slightly longer than the other leg (Mitchell
et al. 2005).
Hawai„i „ākepa are endemic to the Island of Hawai„i and are currently found in five disjunctpopulations in „ōhi„a/koa forests in Hāmākua, Kūlani/Keauhou, Ka„ū, southern Kona, and Hualālai,totaling approximately 14,000 ± 2,500 birds (95 percent CI) in 1980 (Scott et al. 1986). The highest
densities occurred in the southwestern portion of the Ka„ū Forest Reserve and in the Pua „Ākala
Tract of HFU (Scott et al. 1986), and these supported the largest populations, comprising 5,300 ±
1,500 (95 percent CI) birds and 7,900 ± 1,800 (95 percent CI) birds, respectively. The populations insouthern Kona and Hualālai were much smaller; approximately 660 ± 250 (95 percent CI) birds
combined (Scott et al. 1986), and apparently have declined since those surveys (Mitchell et al. 2005).
More recent surveys of the North Hāmākua area (1977-2000) estimate that approximately 8,300 (144 SE) Hawai„i „ākepa occur in the study area (Camp et al. 2003). The HFU protects 72 percent of
the Hawai„i „ākepa population in the study area (approximately 6,000 „ākepa). A positive trend in
Hawai„i „ākepa density was observed for the 24-year study period (1977-2000); no changes indensities were detected for the 14-year study period (1987-2000). The densities of Hawai„i „ākepa at
the HFU was 0.05 birds per acre (0.12 birds per ac, SD = 0.58) in the 1977 survey and 0.39 birds peracre (0.97 birds per ac, SD = 2.03) for the 14-year study period. However, recent analysis of surveys
from 1987-2005 indicate that Hawai„i „ākepa densities are now stable or increasing at a mean rate of
2.3 percent per year (Hawai„i Forest Bird Database 2005).
In the central windward region of Hawai„i, Hawai„i„ākepa have historically demonstrated
contractions in distribution. Populations in the region are presently limited to a narrow band of highelevation forest habitat in Kūlani-Keauhou and may be isolated from those in the Ka„ū and northwindward regions (Gorresen et al. 2005). At Kūlani-Keauhou, although the trend was not significant,densities appear to have declined between the 1995-1998 and 2001-2003 survey periods (0.12 0.09 birds per acre). Hawai„i „ākepa densities averaged 0.19 birds per acre in the 1972-1975 survey
and 0.15 birds per acre in 1977. The declines in Hawai„i „ākepa may be related to loss of old growthhabitat at Keauhou Ranch, particularly in the early 1980s (Gorresen et al. 2005).
Hawai‟i „ākepa were not recorded in the Mauna Loa Strip and are no longer found in the „Ōla„a Tractand „Ōla„aForest Reserve. A regional population decline is also evident in the species‟ extirpationfrom adjacent areas within the Hawai„i Volcanoes National Park (Gorresen et al. 2005).
At the HFU, Hawai„i „ākepa are locally common, and found in the montane wet „ōhi„aforest, mesickoa/„ōhi„a forest, and montane dry koa/„ōhi„a māmane forest. Densities of Hawai„i „ākepa are highest
in upper elevation koa/„ōhi„a and „ōhi„a forests of high stature and closed canopy (Camp et al. 2003)
and occur in a gradient of population density, with a small core area of highest density in the Pua„Ākala area and rapid decreases in density away from the core (Scott et al. 1986, Hart 2001). The
species was absent or occurred at low densities in heterogeneous habitats along the grass-forest
interface and in mid-elevation forest (Camp et al. 2003).
Several Hawai„i „ākepa have been regularly detected during bird surveys in the KFU since 1999
(USFWS 2008).

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Hawai„i „ākepa occur in „ōhi„a and koa/„ōhi„aforests above 4,300 ft (USFWS 2006b). The species
feeds mainly on „ōhi„a leaf clusters, but also on koa leaves and seed pods, where it uses its bill to pry
open leaf and flower buds in search of small arthropods. Birds also have been seen foraging
occasionally in the leaves of naio, „a„ali„i, pūkiawe, pilo, „ōhelo, and „ākala. The Hawai„i „ākepa
feeds primarily on small insects, spiders, and caterpillars throughout the year. It rarely feeds on
nectar (Fretz 2000). Both adults and juveniles frequently join interspecific foraging flocks with other
Hawaiian honeycreepers, particularly Hawai„i creepers, and also „akiapōlā„au, Hawai„i„amakihi,„i„iwi, and „apapane.
Hawai„i „ākepa breed from early March-May (Lepson et al. 1997). This species is an obligate cavity
nester, with most nests placed in natural cavities found in old-growth „ōhi„a and koa trees.
Consequently, their density depends in part on the density of large trees, because only large trees
provide the cavities required for nesting (Hart 2000, 2001; Freed 2001). The average size of trees
used for nesting is 3.3 ft in diameter at breast height (Freed 2001). „Ōhi„a appear to be more
important to „ākepa than koa. Large „ōhi„a trees provide both cavities for nest-sites and the preferred
foraging substrate, whereas large koa trees provide mainly cavities (Freed 2001). The greater
importance of „ōhi„a is also supported by „ākepa densities because the highest density of Hawai„i„ākepa on Mauna Loa, in the Ka‟ū Forest Reserve, is in an area without koa (Scott et al. 1986).
Breeding densities at HFU appear to be limited by the availability of nest sites (Hart 2000), and the
population may be at or near carrying capacity with respect to food availability (Fretz 2000).
Hawai„i „ākepa are likely susceptible to the same factors that threaten other native Hawaiian forest
birds, including: loss and degradation of habitat, predation by mammals, and disease (Mitchell et al.
2005, USFWS 2006b). Hawai„i „ākepa are especially sensitive to the loss of old growth forest due totheir dependence on large trees with cavities for nesting (Freed 2001). The clearing of forest by
logging and ranching has greatly reduced the amount of suitable habitat for Hawai„i „ākepa and otherforest birds. Logging and ranching has also resulted in the fragmentation of the remaining forest
habitat. It was previously thought that areas of highest „ākepa density with trees large enough toprovide nest sites were falling at a rate of 13 trees per mi2 per year at HFU and that reduction of nest
sites in high-density areas was a major threat. New data by Hart et al. shows that the forest isrecovering, that large tree loss may not be a limiting factor currently, and that the forest will provide
nest sites in the future.
It is possible that the increased light under which „ōhi„a seedlings are germinating is producing trees
with an almost exclusively sympodial (multi-trunked) growth form, which typically do not produce
cavities suitable for Hawai„i „ākepa nests, although not enough data is available to say thisdefinitively. The „ōhi„a trees used as nest sites by the birds are almost exclusively monopodial(straight and single-trunked) in form (Freed 2001).
Hawai„i „ākepa are also threatened by avian diseases. The species is not found below 4,300 ft,
presumably because of the distribution of the introduced mosquito that transmits avian malaria andavian pox (van Riper et al. 1986, 2002). Furthermore, the cavity nests of the Hawai„i „ākepa may bevulnerable to rat predation. However, nest success is high at Pua „Ākala in the HFU, where rat
densities are high (Mitchell et al. 2005).
Forest bird issues including potential competition between the invasive Japanese white- eye and the„ākepa, as well as „ākepa status and a debate over survey methodology and data analysis in thescientific community have been addressed in recent years through the Service‟s peer review
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2010, Freed 2010, etc.). The Service expects to support appropriate studies in the future as needed toaddress these issues (see Appendix C).

4.4.3 Hawai‘i Creeper (Oreomystis mana)
The Hawai„i creeper is a small, inconspicuous Hawaiian honeycreeper. Adult males and females are
predominately olive-green above, dull buff below, and have a dark gray mask extending around theeyes; males are brighter. Their similarity to Hawai„i „amakihi, Hawai„i „ākepa, and introduced
Japanese white-eyes complicates field identification.
Hawai„i creeper are endemic to the Island of Hawai„i. In the 1890s, Hawai„i creepers were found in„ōhi„a and „ōhi„a/koa forests throughout the Island of Hawai„i, usually above 3,600 ft elevation.
Hawai„i creepers were recorded in the Kona and Ka„ū districts as well as the forests above Hilo.
They were noted to be very abundant and generally distributed but had some unexplainable gaps intheir distribution, especially at lower elevations. In general, the Hawai„i creeper‟s decline was notwell documented, perhaps in part due to difficulties of field identification. However, a drastic decline
in numbers in Hawai„i Volcanoes National Park during the 1930s and 1940s was noted, and thespecies had virtually disappeared from the Park by about 1960 (USFWS 2006b).
As of 1979, the Hawai„i creeper was confined to four disjunct populations in wet and mesic forests,
primarily above 5,000 ft. Two populations near Kona totaled only about 300 birds with the numberof birds in central Kona estimated at 75 birds. A third subpopulation near Ka„ū consisted of about
2,100 birds. The largest subpopulation is found on the Hāmākua coast on the windward side of
Mauna Kea, where 10,000 ± 1,200 (95 percent CI) birds reside (Scott et al. 1986). Recent surveys
suggest that the population estimate may be higher. A population recorded on Kohala Mountain in1972 could not be relocated during the Hawai„i Forest Bird Survey in the early 1980s (Scott et al.
1986).
It is estimated that slightly more than 17,800 ( 221 SE) Hawai„i creepers occur in the North
Hāmākua study area (Camp et al. 2003). The HFU currently protects 49 percent of the Hawai„icreeper population in the study area (approximately 8,700). Positive trends in Hawai„i creeper
density were observed for the 24-year (1977-2000) and 14-year (1987-2000) study periods. The
mean density of creepers was 0.11 birds per acre (SD = 0.97) in 1977, and 0.51 birds per acre (SD =2.44) from 1987-2000.
The Hawai„i creeper is found in the montane wet „ōhi„a, mesic koa/„ōhi„aforest and montane drykoa/„ōhi„a/māmane forest at the HFU. Densities of Hawai„i creeper are highest in upper elevation,
high-stature „ōhi„a forest. The species is absent or occurred at low densities in grasslands, inheterogeneous habitats along the grass-forest interface, and in mid-elevation wet forest.
Surveys as recent as 2006 detected the Hawai„i creeper in the KFU (USFWS 2008). However,
population or density estimates have not been documented.
Hawai„i creeper occur most commonly in mesic and wet forests dominated by „ōhi„a and koa with asubcanopy of „ōlapa, pūkiawe, „ōhelo, „ākala, kōlea, kāwa„u, and hāpu„u (USFWS 2006b). Outside
the breeding season, the species frequently joins mixed-species foraging flocks (Hart and Freed

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2003) and forages over home ranges that average 17.3 ac (VanderWerf 1998, Ralph and Fancy
1994). The Hawai„i creeper most frequently gleans insects, spiders, and other invertebrates from thebranches, trunks, and foliage of live „ōhi„a and koa trees. Beetle larvae make up a large part of its
diet, but no detailed information on prey taken is available (USFWS 2006b).
During the breeding season (typically January-early May) the species‟ home range averages 10-17 ac
and a 33-66 ft elevation. Home range around the nest is defended territory (VanderWerf 1998, Ralph
and Fancy 1994, Lepson et al. 2002). Most nests are open cup structures, but about 15 percent areplaced in cavities or in bark crevices. Hawai„i creepers renest after nest failures, and pairs have been
documented raising two broods in a season. Although nest success of Hawai„i creepers is very low(11-50 percent), adults have high annual survival (Woodworth et al. 2001).
Hawai„i creepers are susceptible to the same factors that threaten other native Hawaiian forest birds,
including loss and degradation of habitat, predation by mammals, and disease. Hawai„i creeper
population numbers are also limited by their low reproductive potential, high nesting failure, andpossible competition with nonnative bird species.
Logging and grazing has reduced, degraded, and fragmented suitable forest habitats for the Hawai„icreeper. Habitat fragmentation may be a dispersal barrier preventing or restricting natural
recolonization of the species‟ former range. The Hawai„i creeper‟s absence from habitats below
4,500 ft elevation also suggests that it may be particularly susceptible to mosquito-borne avian
disease (Atkinson et al. 2005).
The productivity of the Hawai„i creeper is also limited by its low reproductive potential and highrates of nesting failure. The Hawai„i creeper has small clutch sizes, relatively long developmental
periods, and a limited breeding season. Productivity is further reduced by the high rate of nesting
failures, possibly due to the introduction of mammalian nest predators. Hawai„i creepers place theirnests near the main trunks of trees which may facilitate predation by rats (Woodworth et al. 2001). It
has also been suggested that competition with Japanese white-eyes may negatively affect Hawai„icreepers (Mountainspring and Scott 1985). All these factors contribute to a slow recovery of
populations.

4.4.4 ‘Ō‘ū (Psittirostra psittacea)
The „ō„ū is a heavy-bodied Hawaiian honeycreeper approximately 7 in in total length. The upperparts are dark olive-green, and the underparts are a lighter olive-green grading to whitish on theundertail coverts. The wings and tail are a darker brownish olive. „Ō„ū aresexually dichromatic,
males having a bright yellow head that contrasts sharply with the back and breast, and females
having an olive-green head similar in color to the back. Juveniles are similar to the female in color,but somewhat darker. In both sexes the bill is pale pink to straw-colored, with a hooked, parrot-like
upper mandible. The males are slightly larger than females.
„Ō„ū were found historically on the islands of Hawai„i, Maui, Moloka„i, Lāna„i, O„ahu, and Kaua„i,and were common throughout their range. Currently, the „ō„ūis one of the rarest birds in Hawai„i andmay possibly be extinct, although past survey efforts have been insufficient to determine its status(USFWS 2006b). The most recent observations indicate any remaining populations are extremely
localized in occurrence and are restricted to only a fraction of their former range in the mid-elevation„ōhi„a forest on the islands of Kaua„i and Hawai„i only. During the Hawai„i Forest Bird Surveys from
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1976-1981, „ō„ū were detected on the eastern slopes of Mauna Kea and Mauna Loa on Hawai„iIsland and in the Alaka„i Wilderness Preserve on Kaua„i. Population estimates during the Hawai„i
Forest Bird Survey in the late 1970s indicated 400 ± 300 (95 percent CI) birds on the Island of
Hawai„i and 3 ± 6 (95 percent CI) birds on Kaua„i (Scott et al. 1986). More recent surveys havefailed to detect any „ō„ū on either island, although occasional unconfirmed sightings are reported.
Reexamination of past survey data indicates the level of survey effort has to date been insufficient toconfirm the status of the species (USFWS 2006b).
At the HFU, a few „ō„ū were detected during the 1977 bird survey in the lower reaches of the Refuge
in montane wet „ōhi„aand mesic koa/„ōhi„a forest habitat. Two unconfirmed detections have beenreported since that time, along with a possible sighting in the mid-1990s at Nauhi in the lower
Honohina Tract and a possible audio detection 4-5 years ago in the same area. However, asubsequent search of the area did not detect the species. „Ō„ū are not present at the KFU.
Historically, „ō„ū wereknown from a wide range of forests extending from sea level to alpine areas,
but dense „ōhi„a forest with „ie„ie was considered to be preferred habitat (USFWS 2006b, Snetsinger
et al.1998). Although wide elevational movements from the upland māmane forests to lowland
forests to feed on guava and kukui were observed seasonally in the past, recent sightings on Kaua„iand Hawai„i Island (USFWS, unpubl.) show „ō„ū to be confined to mid-elevation (3,000-5,000 ft
mesic and wet „ōhi„a forests with 47-98 in annual rainfall. In this area, the canopy is dominated by„ōhi„a 33-82 ft high, with a subcanopy of „ie„ie, hāpu„u, „ōlapa, kāwa„u, kōlea, and pilo. Theseelevations are well within the mosquito zone where most native forest birds have been extirpated bymosquito-borne avian malaria and avian pox (Scott et al. 1986).
Collectors in the late 1800s noted that „ō„ū fed mainly on the large inflorescences of „ie„ie, were fondof the yellow fruits of arboreal Clermontia species, and took fruits from many other native trees
including „ōlapa, māmaki, kāwa„u, alani, and probably „ohe„ohe and „ōhi„aha. „Ō„ū were also
recorded to feed on young koa leaves, nectar, and on nonnative fruits such as guava, mountain apple,
banana, peach, and mulberry. They have also been observed to forage extensively in kukui; however,
it is unclear if they seek nectar, insects, or husks of the oily nuts (Scott et al. 1986, Snetsinger et al.
1998, USFWS 2006b). „Ō„ū were also noted to feed on caterpillars (Geometridae), and feed them toyoung during the summer months in the Ka„ū/Kīlauea area. Nesting of the „ō„ū has never been
described and little is known of its breeding habits.
„Ō„ū are threatened by the loss and degradation of habitat, the loss of food resources, disease andpredation by mammals as well as natural disasters. Modification and loss of habitat have played asignificant role in the decline of the „ō„ū. Forest degradation by ungulates has reduced or eliminatedforest habitat and food resources by converting vast areas of koa and „ōhi„aforest to pasturelands.
Pigs have caused degradation of the understory in wet forests, destroyed food plants such as „ie„ieand Clermontia species, and have created mosquito breeding sites (USFWS 2006b).
Predation by rats on eggs and cats and rats on young and adults has contributed to the decline ofmany forest birds, probably including the „ō„ū.Herbivory by introduced black rats on the fruits andflowers of „ie„ie and other native fruiting plants also may have reduced food resources for native
birds in forests throughout Hawai„i (USFWS 2006b).
In addition, recent natural disasters may have affected some of the last remaining „ō„ū populations.
On the island of Hawai„i, a large portion of the Upper Waiākea Forest Reserve (a location of some of
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Mauna Loa lava flow, destroying thousands of acres of forest and creating a treeless corridor over
0.62 mi wide. On Kaua„i, two strong hurricanes, Iwa in 1982 and Iniki in 1992, had devastating
effects on native forest habitat and native bird species. Three native bird species, „ō„ū, „ō„ō, andkāma„o have not been seen since Hurricane Iniki (USFWS 2006b).

4.4.5 ‘Alalā (Corvus hawaiiensis)
The „alalā is a member of the family Corvidae, the family of birds that includes ravens, crows, jays,
and magpies. Members of the crow family are recognized for having a high degree of intelligenceand excellent memory. They are generally relatively raucous and gregarious birds, and are known for
their complex “language-like” vocalizations. The „alalā is a typical medium-sized crow, from darkbrown to black in color.
The „alalā is endemic to the Island of Hawai„i. Historically, the species was restricted to a belt ofnative dry woodlands, and mesic „ōhi„a and „ōhi„a/koa forests found at mid-elevation 984-8,202 ft in
the western and southern portions of the island, from Pu„uanahulu in the North Kona District to thevicinity of Kīlauea Crater in the Ka„ū District. „Alalā occupied their entire documented historical
range during the 1890s and were observed in large numbers in both closed and disturbed forests(USFWS 2003).
In the early 1900s, the population density of „alalā was noticeably reduced and their range was
becoming fragmented. The species was extirpated from lower elevations by the 1940s, and occupied
only small areas of its historical range by the 1950s. Further substantial declines occurred through the
1960s and early 1970s. In 1976, an estimated population of 76 ±18 (95 percent CI) birds was
restricted to elevations of from 2,950 -6,230 ft in three areas in the Kona District (Hualālai,Hōnaunau Forest Reserve/McCandless Ranch, and Honomalino), and one area in the Ka„ū District(Scott et al. 1986). „Alalā have not been encountered in the Ka„ū District since 1977, when a single
bird was observed in HAVO in the eastern most part of its known historical range (USFWS 2003).
„Alalā were extirpated from Honomalino and Hōnaunau by 1986. By 1987, the wild population had
been reduced to a single 12-year-old female on Hualālai and an undetermined number on the
McCandless Ranch near Hōnaunau. The Hualālai female was last observed in late 1991. A thoroughsurvey of the McCandless Ranch in 1992 indicated a wild population of 12 birds, including a single
juvenile. No additional „alalā were found during a subsequent survey of extensive forest tracts aroundthe island. After 1993, the wild population of „alalā was observed intensively, as the number of birds
gradually declined to a single pair in 2002 (USFWS 2003). This species is now believed to be extinct
in the wild, as the last free-living pair has not been sighted since June 2002 (USFWS 2003).
In 1976, the State of Hawai„i formally established a captive breeding program for the restoration ofthe „alalā. Through the efforts of several partners, including the State, FWS, The Peregrine Fund,
Zoological Society of San Diego, and private landowners, the captive population was establishedover successive years by obtaining birds from the wild, raising chicks from artificially incubated wild
eggs, and successfully breeding captive birds. In 1993, captive-reared „alalā were reintroduced into
the wild at sites along the southern boundary of the KFU at an elevation of 4,920 ft. Of the
27 fledglings released, 21 died or disappeared by 1999. Of the birds recovered, seven died fromlethal interactions with „io, three died from toxoplasmosis (Work et al. 2000), two died from otherinfections (Work et al. 1999), and one died from mammal predation (USFWS 2003). All birds also
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acquired malaria soon after being released, but survived; some required active veterinary support.
The remaining six surviving individuals were subsequently recaptured and reintegrated back into thecaptive flock (USFWS 2003).
Currently, all „alalā are under captive propagation by the San Diego Zoological Society located at the
Keauhou Bird Conservation Center on the Island of Hawai„i and the Maui Bird Conservation Center
on Maui. This captive propagation and research program is a 20-year agreement to help the „alalā, aswell as 18 other Hawaiian forest bird species (USWFS 2008). Currently about 77 „alalā are in
captivity (ZSSD, unpubl.). Areas under consideration for repatriation of this species are listed below
in order of preference: (1) Southwest Ka„ū, (2) Keauhou-Kūlani, (3) Central Ka„ū, (4) Kapāpala,(5) KFU, and (6) Kona Hema (Price and Jacobi 2007).
Historically, the „alalā was common in lower and middle-elevation mesic forests between 3,6104,920 ft on the western and southern side of the Island of Hawai„i (Giffin et al. 1987, Winter 2003).
When the species was relatively abundant, flocks of „alalā were observed to make extensive seasonal
movements in response to weather and the availability of the „ie„ie vine and other native fruit-bearing
plants (USFWS 2003).
The habitat with the highest breeding densities of „alalā during 1970-1982 was relatively undisturbed„ōhi„a/koa forest; „alalā avoided disturbed forest where possible (Giffin et al. 1987). In addition, asignificant amount of protective understory cover appeared to be important to „alalā in avoiding
predation by „io (USFWS, unpubl.). The „alalā used the upper half of the canopy of mature trees fortheir daily activities (Sakai et al. 1986) and fed on native and introduced fruits, invertebrates gleaned
from tree bark and other sites, and eggs and nestlings of other forest birds. Nestlings preyed upon
included the red-billed leiothrix and Japanese white-eye as well as four native species (Hawai„i„amakihi, „i„iwi, „elepaio, and „apapane) (Sakai et al. 1986). Mice have also been noted in crowdroppings (Sakai et al. 1986). Nectar, flowers, and carrion are minor diet components. A strong
association was noted with „ie„ie, which formerly blanketed extensive tracts of mid-elevation mesic
and wet forest; however, „alalā were not observed in wet forests where „ie„ie is abundant (USFWS
2003).
The median home range recorded for the „alalā was 1,186 ac with a range of 146 - 3,598 ac. Nest
construction usually began in March and first clutches were laid in April. Recorded nests have been
predominantly in „ōhi„a, although other trees and „ie„ie vines may be used. All recorded nests havebeen at elevations 3,280-5,905 ft. Known nest sites have been in areas with 24-98 in of annual
rainfall (USFWS 2003).
Because the population is small and confined to captivity, the „alalā is highly susceptible tostochastic environmental, demographic, and genetic events. Inbreeding depression may also be
reducing the reproductive success of the captive population. Before the remaining „alalā were taken
into captivity, „alalā were threatened by predation from mammals, „io, avian diseases, and habitat
loss and fragmentation.
Rats and mongooses are known predators on „alalā eggs and nestlings. Cats are also suspectedpredators on fledglings and adults (USFWS, unpubl.). Recent observations show that juvenile andadult „alalā raised in captivity can be killed and eaten by „io in the wild (USFWS 2003).

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Avian pox has been implicated in the deaths of wild „alalā nestlings (Jenkins at al 1989). Avian
malaria has also been detected in „alalā blood smears (Giffin et al 1987), but the lethality of avian
malaria for „alalā in the wild is unknown (Jenkins et al. 1989). Juvenile captive-reared „alalā are able
to survive malaria and pox infection with supportive care. Recent studies have shown that „alalā arehighly susceptible to toxoplasmosis, a disease caused by a parasite that is spread by cats, which now
exist throughout historical „alalā habitat (Work et al. 2000). Whether this pathogen played any role inthe decline of the wild population is unknown, but it has caused mortality of young „alalā released
into the wild (USFWS 2003).
Habitat changes that may have impacted „alalā populations include complete and partial
deforestation, selective species loss, and invasion or replacement of habitat by nonnative plants.
Because of the landscape-scale movements that allowed historical populations of „alalā to exploit
patchy food resources and escape harsh weather, alteration of small but crucial parts of their range
and reduction in some food plants (e.g., clearing low-elevation forest for agriculture and vegetation
changes throughout the species‟ range) may have reduced the ability of the „alalā to persist over large
areas. In addition, opening of the forest structure through grazing and tree cutting may have made„alalā more vulnerable to predation by „io (USFWS 2003).
Inbreeding may also be occurring among the captive population, due to the small number ofindividuals. Lethal abnormalities are occurring at a higher rate in the captive flock, suggesting
inbreeding depression (Zoological Society of San Diego, unpubl.). The mean number of clutches
produced per pair has also decreased from 2.50 ± 0.65 (SE) in 1996 to 0.87 ± 0.99 (SE) in 1999
(Harvey et al. 2002) indicating that inbreeding may also be starting to affect fertility and reproductive
outcomes of the „alalā.

4.4.6 ‘Io (Buteo solitarius)The „io has two color morphs; dark phase birds are dark brown above and below, light phase birds
are dark above and pale below with dark streaking. Intermediates occur between the two extremes.
Females are larger than males, and often weigh approximately 25 percent more than males. The headis dark in adults and light in immatures (Mitchell et al. 2005, HAS 2005).
The „io is endemic to the Hawaiian Islands, although historically it is known only from the Island of
Hawai„i. The first quantitative survey of „io abundance was carried out from 1980-1982 and yielded
a population estimate of about 2,700 birds (Griffin 1989). To update and address questions about thevalidity of the population estimates, the Service initiated an islandwide survey that estimated the
population in 1993 at approximately 1,600 hawks (95 percent CI = 1,200 to 2,400) (Hall et al. 1997).
A subsequent study in 1998 generated a population estimate of 1,457 individuals (95 percent CI =1,149-1,847) and a growth rate of 1.03 ± 0.04 SE, indicating a stable population (Klavitter et al.
2003).
As part of a reevaluation of the species‟ endangered status, a study conducted in 2007 estimated that
3,239 hawks (95 percent CI = 2,610 - 3,868) were present in 1998 and 3,085 hawks (95 percent CI =2,496 to 3,680) were present in 2007. Similar to the 1998 study, no significant difference in densities
was found among years at either regional or islandwide scales, indicating a stable population. The
twofold increase in population estimates was attributed to differences among studies in (1) the
accuracy of distance estimation of „io sightings at count locations, (2) accounting for unobserved

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hawk movement, and (3) the extent of area used for the extrapolation of mean densities (Gorresen etal. 2008).
Gorresen et al. (2008) reports that habitat and region were significantly associated with „io density.
Native-nonnative forest, mature native forest, mature native forest with grass understory, andorchards generally support greater densities of „io than shrubland, pioneer native forest, or urban
habitats. However, densities in certain habitats showed considerable difference among regions. For
example, native-exotic forest in Hāmākua had more than four times the „io density than similar
habitats in Puna, and mature native forest in Kona also harbored markedly greater densities thanthose found in Puna. Data showed that Puna generally harbored lower „io numbers compared to otherregions on the Island of Hawai„i (Gorresen et al. 2008).
„Io occur only on the Island of Hawai„i from sea level to 8000 ft elevation. „Io occur in lowland
nonnative forests, urban areas, agricultural lands, pasturelands, and high-elevation native forests withboth intact and degraded understory (Mitchell et al. 2005, Klavitter et al. 2003). During the winter,„io have been reported in subalpine māmane-naio forest, suggesting some seasonal movements(Mitchell et al. 2005).
„Io were found at the higher elevations of the HFU between 3,300-6,600 ft in montane wet „ōhi„aforest, mesic and dry koa/„ōhi„a forest, and montane wet „ōhi„a/Dicranopteris sp. forest andgrasslands. As of 2007, densities of „io were 0.34 birds/mi2 in mature forests with grasslands and0.3 birds/mi2 in mature native forest. The average density for the Island of Hawai„i is 0.21 + 0.02
birds/mi2 (Gorresen et al. 2008). „Io have been recorded nesting in the HFU (Klavitter et al. 2003).
At the KFU, „io densities are 0.77 birds/mi2 in mature forests with grasslands and at densities of
0.42 birds/mi2 in mature native forest (Gorresen, pers. comm.). „Io have been recorded nesting at allelevations of the KFU (Klavitter and Marzluff 2007).
Of 51 observed nests, 86 percent occurred in native trees, with 80 percent of nests in „ōhi„a.
Nonnative trees used for nesting include eucalyptus, ironwood, mango, coconut palm, andmacadamia (Klavitter 2000). Nests can be used for several years with nesting material added each
breeding season (Griffin et al. 1998). Adult home ranges were estimated to be 1,000 ac and may
overlap with adjacent home ranges (Gorresen, pers. comm.).
Nestlings were fed birds (45 percent) and mammals (55 percent), consisting mainly of introduced
species. The most commonly caught mammals were rats and house mice, while Japanese white-eye
and common myna were the most common species of bird prey. Native or migratory birds recorded
as prey for nestlings were „apapane, Hawai„i „amakihi, and kōlea (or Pacific golden plover) (Griffin
et al. 1998).
Nesting and foraging habitat loss is a significant threat to the species. The causes of this loss include
urbanization, degradation of habitat due to grazing by ungulates, conversion of foraging habitat (e.g.,conversion of pasture to forestry plantations), invasive understory plants, and increasing fire
frequency (Gorresen et al. 2008).
Forest degradation by invasive plants, such as strawberry guava, can impact large areas of „io nesting
and foraging habitat (Gorresen et al. 2008). In addition to concealing prey and making the understory
unavailable to foraging hawks, dense stands of introduced plants can suppress the establishment and
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growth of native species such as „ōhi„a, a preferred nesting tree (Griffin et al. 1998). Moreover, pigs
can facilitate the dispersal of nonnative plants and can significantly damage „ōhi„a seedlings by theirforaging activity. Strawberry guava in particular has the potential to invade and degrade up to
36 percent of the „io breeding range (Gorresen et al. 2008).
Introduced grasses have also altered natural fire regimes and ecosystem properties throughout muchof Hawai„i. Invasive fire-adapted species have increased the frequency, intensity, and extent of
wildfire, and contributed to declines in native tree cover and the expansion of grasslands in many
areas (Gorresen et al. 2008). Other possible limiting factors for the „io population include harassmentof nesting birds and shooting of adults. However, the level of harassment and shooting is difficult toassess (USFWS 1984).
Little supporting evidence that environmental contaminants, avian pox, avian malaria, or Toxoplasma
gondii are limiting factors for the „io population currently exists (Griffin et al. 1998, Klavitter et al.
2003). There is also little evidence that „io fledglings are preyed upon by introduced mammals suchas rats, cats, and Indian mongooses (Griffin et al. 1998).
The „io was listed as endangered on March 11, 1967, and a final recovery plan was released in 1984
(Federal Register 2008a). The plan did not include specific delisting criteria; however, the primaryobjective in the plan was to „„ensure aself-sustaining „io population in the range of 1,500-2,500 adultbirds in the wild, as distributed in 1983, and maintained in stable, secure habitat” (Federal Register2008a). Because these targets were met, the Service proposed reclassification of the „io fromendangered to threatened status in August 1993, but this rule was not finalized. In August 2008, theService proposed to remove the „io from the Federal list of endangered and threatened wildlife. This
proposal is based on evidence that the species is broadly distributed throughout the Island of Hawai„i,
has been stable for at least 20 years, has large areas of habitat in protected status, and is able to nest
and forage in altered habitats (Federal Register 2008a). A post-delisting monitoring plan has beendrafted and public comments have been received. Delisting is currently under review.

4.5 Other Native Hawaiian Forest Birds
Native Hawaiian forest birds (nonlisted) found within the Hakalau Forest NWR are comprised offour families: Fringillidae (honeycreepers), Monarchidae (monarch flycatchers), Turdidae(thrushes), and Strigidae (true owls). The honeycreepers include the „i„iwi, common „amakihi, and„apapane. The monarch flycatcher family is represented by the Hawai„i „elepaio, the thrush by the„ōma„o, and the true owl by the pueo. Most of these bird species are most abundant in native
montane forests; however, the common „amakihi, Hawai„i „elepaio, and pueo are also found innonnative forests and can be common at lower elevations (Camp et al. 2003, Spiegel et al. 2006,
Woodworth et al. 2005, Mitchell et al. 2005).
Native bird populations have been closely monitored and information on changes in native forest bird
densities are available, particularly for North Hāmākua and the central windward region of Hawai„i.

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4.5.1 ‘I‘iwi (Vestiaria coccinea)
Male and female „i„iwi are primarily vermillion red, with a black tail and wings, and a long, decurved
pink bill. The juvenile is green with black spots and a shorter dusky bill, which becomes yellow thenpink with age.
The following island population estimates are based on Hawaiian Forest Bird Surveys (1976-1981):
340,000 ± 12,000 (95 percent CI) individuals on the Island of Hawai„i (88 percent in Hāmākua),
19,000 ± 2,000 (95 percent CI) individuals on east Maui, 180 ± 150 (95 percent CI) on west Maui,
80 ± 65 (95 percent CI) individuals on Moloka„i, and 5,400 ± 500 (95 percent CI) in the Alaka„i
Swamp on Kaua„i. Recent surveys (1996) suggest that O„ahu supports less than 50 birds. In 1988,
two birds were detected on Moloka„i. On Kaua„i, populations declined after the 1992 hurricane, butchanged little from 1994-2000. The overall population may be declining, but the species‟ wideranging foraging complicates population estimates and the determination of long-term trends(Mitchell et al. 2005).
From 1987-2000, a population of 285,422 + 1,267 (SE) „i„iwi was estimated to occur in the North
Hāmākua study area. Of this total, 100,347 birds (35 percent) were predicted to occur within the
HFU. „I„iwi mean density for the 14-year study period of surveys (1987-2000) within the HFU was
8.5 birds per acre (SD = 9.27). „I„iwi populations did not show a positive or negative trend in density
over the 14-year study period. However, a moderate increase in density did occur over the 24-year
study period (1977-2000) (Camp et al. 2003).
In the central windward region of Hawai„i, i„iwi were extirpated from the mid-elevation study areas
and are possibly in decline in Kūlani-Keauhou. Declines of „i„iwi havebeen observed elsewhere
within mid-elevation habitat suggesting that their ranges are contracting westward and upslope in thecentral windward region (Gorresen et al. 2005).
„I„iwi density decreased at the high elevation site Kūlani-Keauhou between 1995-2003 (4.0-3.4 birds
per acre). However, inter-annual densities were fairly variable and differences may reflect local
movement in response to nectar availability instead (Ralph and Fancy 1995). At the Mauna Loa
Strip, „i„iwi were present at 0.04 birds per acre and did not exhibit increasing or decreasing trends. At
lower elevations, „i„iwi densities declined more than tenfold from 1977-1994 from 1.2-0.09 birds peracre in the „Ōla„astudy area and were not present at the East Rift (Gorresen et al. 2005).
At the HFU, densities of „i„iwi were highest in upper elevation (greater than 4,900 ft) in mesic andwet koa/„ōhi„a and „ōhi„a forests of high stature and closed canopy. „I„iwi abundances werepositively associated with koa, presence of banana poka and elevation, and negatively associatedwith grass, nonnative vegetation, and presence of tree fern. The positive association with P.
mollissima may be due to the use of its copious nectar by „i„iwi (Fancy and Ralph 1998). „I„iwi
occurred at low densities in heterogeneous habitats along the grass-forest interface and in midelevation forest.
At the KFU, „i„iwi are found above 4,900 ft (Atkinson et al. 2005). Density estimates and habitat
preferences in this area have not been studied.
The „i„iwi is a common forest bird in mesic and wet koa-„ōhi„aand „ōhi„aforest above 4,900 ft. The
habitat on the windward slopes of Hawai„i receive 27.6-39.4 in of rainfall annually. „I„iwi are highly
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dependent on „ōhi„a forfood and nesting. „I„iwispend up to 80-90 percent of their time foraging on„ōhi„a for nectar and insects. As they are primarily nectarivorous; the nectar of „ōhi„aand māmane
make up a major portion of their diet. The species also feeds on foliage insects and spiders (Ralph
and Fancy 1995). Other plant species used for foraging on nectar and insects include koa, naio, kōlea,„ākala, alani, kanawao, koki„o ke„oke„o, and native lobelioids. Banana poka nectar is a major foodsource in some areas (Fancy and Ralph 1998).
Breeding season on Hawai„i Island begins October-November, with peak breeding between
February-June. Breeding coincides with seasonal availability of „ōhi„a nectar. Both sexes defend
small nesting territories and may sometimes defend individual „ōhi„a trees as nectar resources. While„i„iwi are dependent on „ōhi„a for feeding and nesting, „i„iwi also serve as important pollinators of„ōhi„a and native lobeliods.
„I‟iwi distribution range is restricted mostly to elevations greater than 4,100 ft because of loss anddestruction of native forests and presence of cold-intolerant Culex mosquitoes that transmit avian
diseases at lower elevations (Scott et al. 1986, van Riper et al. 1986, Atkinson et al. 1995). However,„i„iwi are known to migrate to lower elevations during the summer. „I„iwi arevery susceptible toavian malaria and avian pox. Mortality of experimentally infected „i„iwi is high, with estimates at
90 percent (Atkinson et al. 1995). Individuals infected with pox also are more likely to be infectedwith malaria. The KFU has a high prevalence of malaria and avian pox, and data shows that few„i„iwi survive the exposure (Atkinson et al. 2005). The presence of pigs in the KFU and limited areasof the HFU may also spread malaria as the compaction of soils and felling and hollowing of tree
ferns by pigs create favored breeding sites for Culex mosquitoes.„I„iwi fledglings may also be
susceptible to predation by rats and cats found in the units (Mitchell et al. 2005).

4.5.2 Common ‘Amakihi (Hemignathus virens)Male common „amakihi are bright yellow-green with black lores. Females are generally similar, butduller. All „amakihi have decurved bills. The immatures are drab gray and may lack dark lores andsome have faint wingbars.
The Hawaiian Forest Bird Survey (1976-1983) estimated the Hawai„i „amakihi population at
870,000 ± 5,612 (95 percent CI) individuals on the Island of Hawai„i, 44,000 ± 1,786 (95 percent CI)
birds on east Maui, 3,000 ± 408 (95 percent CI) on west Maui, and 1,800 ± 357 (95 percent CI)
individuals on Moloka„i. Populations on the islands of Hawai„i and Maui are probably stable; theMoloka„i population is probably declining (Mitchell et al. 2005).
A population of 200,760 + 990 (SE) common „amakihi was estimated to occur within the north
Hāmākua study area, of which 51,600 birds (26 percent) were predicted to occur within the HFU(Camp et al. 2003). The mean density of common „amakihi for the 14-year study period of surveys
within the HFU (1987-2000) was 5.2 birds per acre (SD = 7.63). Common „amakihi populations
within and near the HFU did not show a significantly positive or negative trend in density from 19872000. However, „amakihi density increased over the 24-year study period (1977-2000). From 19992007, the population of common „amakihi at the HFU was also stable or increasing. The population
was estimated to potentially have increased at a mean rate of 2.5 percent per year (95 percent CI -7.912.9 percent) (Hawai„i Forest Database 2005). Common „amakihi demonstrated low within-year but
moderately high between-year variability in density.

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In the central windward region of Hawai„i, common „amakihi trends are stable or increasing at theupper elevation study areas such as Kūlani-Keauhou and the Mauna Loa Strip; however, they aretrending downward at lower elevation sites such as „Ōla„a and East Rift. Between 1995-2003,
common „amakihi density increased at Kūlani-Keauhou from 1.3-1.6 birds per acre. From 19771994, common „amakihi showed a stable trend at the Mauna Loa Strip (1.8 birds per acre). Common„amakihi were absent at „Ōla„a throughout the survey period (1977-1994) and nearly absent at East
Rift (0.008 birds per acre from 1979-1994) (Gorresen et al. 2005).
Elevational changes in distribution in the common „amakihi have also been documented. While„amakihi are uncommon lower than 1,640 ft (Scott et al. 1986), range expansion of the „amakihi tolower elevations has been documented in the Puna district located on the southeastern corner of
Hawai„i Island. Common „amakihi are the most common native birds in these areas of active malariatransmission (Spiegel et al. 2006, Woodworth et al. 2005).
At the HFU, common „amakihi attained highest densities in the higher elevation portion of the unit
above 4,900 ft. These densities occurred in a range of habitats including grassland, closed canopy
forest with a koa component, banana poka-infested stands, and heterogeneous habitats along theforest margins. The species were absent or occurred at low densities in the wet forest with tree fern
and matted fern. Common „amakihi densities were positively associated with koa and species
richness, and negatively associated with nonnative vegetation and rainfall (Camp et al. 2003).
Common „amakihi are found at the KFU and are present at all elevations (Atkinson et al. 2005).
The common „amakihi is a year-round inhabitant of a wide range of native dry shrublands and dry,mesic, and wet forests in montane and subalpine communities (Scott et al. 1986). The species is alsoa characteristic bird of „ōhi„a forests (Lindsey et al. 1998).
Common „amakihi are generalized foragers that most often glean arthropods from the leaves,
blossoms, twigs, branches, and less frequently from tree trunks of a variety of trees, ferns, andshrubs. They feed on nectar predominately from the flowers of „ōhi„a, māmane, and native lobelias(Campanulaceae), but also forage on flowers of a number of other native and nonnative plants.
Common „amakihi also eat fruit from native and nonnative plants, but predominately from pilo
(Mitchell et al. 2005).
Common „amakihi breed from December-July on the Island of Hawai„i (Lindsey et al.1998, vanRiper 1987). In dryland māmane-naio forest, māmane trees are the preferred nesting substrate; of
174 nests, 88 percent were found in māmane trees and 12 percent were detected in naio (van Riper
1987). In mesic and wet forests, „amakihi use „ōhi„a trees almost exclusively for nesting (Kern andvan Riper 1984).
Common „amakihi are range limited because of loss and destruction of native forests, the presence ofmalaria at lower elevations, and predation by mammals. Mortality of „amakihi experimentally
infected with the malaria parasite was 65 percent. While „amakihi are uncommon under 1,640 ft,
range expansion of the species to lower elevations has been documented at Puna, where they are themost common native birds in these areas of active malaria transmission (Spiegel et al. 2006,
Woodworth et al. 2005). Common „amakihi are also found at lower elevations in the KFU (Atkinson
et al. 2005). Common „amakihi in these low-elevation areas show malaria prevalence levels of up to
80 percent and were also more likely to be infected with pox (Atkinson et al. 2005, Woodworth et al.

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2005). However, individuals that have chronic malaria infections have had similar or higher
reproductive success than noninfected individuals (Kilpatrick et al. 2006).
Common „amakihi adults and nestlings are also susceptible to predation by mammal predators(Lindsey et al. 1998). It has been suggested that predator control in mid-elevations may increase thesurvivorship of malaria-resistant individuals, resulting in the persistence of native bird populations inareas of active malaria transmission (Kilpatrick 2006, VanderWerf and Smith 2002).

4.5.3 ‘Apapane (Himatione sanguinea)
The „apapane is a small, crimson bird with black wings and tail. The immatures are like the adults,
except the crimson is replaced by a dull dark brown. The black bill of the „apapane is slightly curved.
„Apapane were formerly found on all forested islands in the Hawaiian Archipelago to sea level, but
are now restricted to higher elevations. Island population estimates based on Hawaiian Forest Bird
Surveys (1976-1981) are 1,080,000 ± 25,000 (95 percent CI) individuals on the Island of Hawai„i,
110,000 ± 9,000 individuals on Maui on Haleakalā (86 percent), 39,000 ± 5,000 individuals on
Moloka„i, 540 ± 213 individuals on Lāna„i, and 30,000 ± 1,500 individuals on Kaua„i. On Kaua„i,
populations declined after the 1992 hurricane, but have significantly increased since. The 2000
Kaua„i Forest Bird Survey estimated the population at 64,972 ± 2,014 (SE) individuals. „Apapane are
now rare or absent on Moloka„i and Lāna„i (Fancy and Ralph 1997, Mitchell et al. 2005).
Recent surveys estimate that approximately 255,900 ( 1,037 SE) „apapane occur in the north
Hāmākua study area. The HFU currently protects 29 percent of the „apapane population in the study
area (approximately 75,200 „apapane). An increase in „apapane density was observed for the 24-year
study period (1977-2000); no trends in „apapane densities were detected for the 14-year study period(1987-2000). Mean density of „apapane in 1977 was 1.6 birds per acre and increased to 4.0 birds peracre (SD = 5.61) for the 14-year study period within the HFU (Camp et al. 2003).
In the central windward region of Hawai„i, „apapane were ubiquitous and showed increasing or stable
trends at the higher elevations. At the Kūlani-Keauhou study area, „apapane were observed at an
average density of 6.7 birds per acre in 1972-1975, and 7.8 birds per acre in 1977. Densities
significantly increased from the 1990s to 2000s (9.9-11.5 birds per acre). At the Mauna Loa Strip,„apapane occurred at stable densities of 0.1 birds per acre throughout the study period (Gorresen etal. 2005).
At the lower elevation sites, „apapane numbers have declined. In the „Ōla„a study area, „apapane
densities declined from 7.8 birds per acre in 1977 and 2.8 birds per acre in 1994. The East Rift area
also exhibited significant declines from 4.1 to 2.6 birds per acre between the 1979-1993/1994 survey
periods (Gorresen et al. 2005).
„Apapane are found throughout HFU. Densities of „apapane are highest in upper-elevation koa-„ōhi„aand „ōhi„aforests of high stature and closed canopy, and occur at low densities in grassland,heterogeneous habitats along the grass-forest interface, and in mid- to low-elevation forest (Camp et
al. 2003). „Apapane are found at all elevations in the KFU (Atkinson et al. 2005), although densities
have not been estimated.

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Occurring primarily at elevations greater than 4,100 ft, „apapane occur in mesic and wet forests
dominated by „ōhi„a and koa. However, they are also known to migrate to lower elevations during
the summer. Occupied habitats also support kōlea, naio, and hāpu„u. Māmane is common in highelevation foraging habitat (Mitchell et al. 2005).
„Apapane are primarily nectarivorous and the species is an important „ōhi„a pollinator. Theirwidespread seasonal movements, particularly from June-August, occur in response to „ōhi„a flower
availability (Macmillen and Carpenter 1980, Ralph and Fancy 1995). „Apapane also eat insects,
which they glean from outer foliage and twigs in the upper- and mid-canopy. Juvenile „apapane favorarthropod prey more than adults possibly due to their higher protein/calorie requirements (Carothers
2001). „Apapane often forage in conspecific flocks, which can overwhelm „i„iwi and „ākohekohe,
which often defend flower-rich trees (Mitchell et al. 2005).
Birds in breeding condition may be found in any month of the year, but peak breeding occurs
February - June. The nest is usually a cup on a high terminal branch of „ōhi„a, but nests have also
been found in tree cavities and lava tubes, and on upper branches of koa, ilex, and Cibotium tree
ferns (Fancy and Ralph 1997).
„Apapane are susceptible to the same factors that threaten other native Hawaiian forest birds
including loss and degradation of habitat, disease, and predation by mammals. Disease is ofparticular concern as „apapane have the highest prevalence of avian malaria of all native forest birds(Samuel et al 2007, Atkinson et al. 2005, USFWS 2005). Because „apapane typically undergo
altitudinal migrations to follow „ōhi„abloom, the species might be expected to receive higher
exposure to this disease than other more resident species such as „amakihi and Hawai„i „elepaio. Fiveof eight (63 percent) juvenile „apapane experimentally infected with malaria suffered mortality(Yorinks and Atkinson 2000). Individuals infected with avian pox also are more likely to be infectedwith malaria. At low elevations of the KFU, malaria infection prevalence was recorded as high as
100 percent for „apapane. However, „apapane do breed in mid-elevation forests and have nesting
success similar to nests at higher elevation, suggesting that some individuals may be developing
disease resistance (Atkinson et al. 2005, Mitchell et al. 2005). The high mobility of „apapane coupledwith their high susceptibility to the parasite also make them exceptional reservoir hosts for theparasite.

4.5.4 Hawai‘i ‘Elepaio (Chasiempis sandwichensis)
The Hawai„i „elepaio is a monarch flycatcher endemic to the Island of Hawai„i. The species has
highly variable plumage. The Hawai„i Island subspecies is morphologically variable and shows themost dramatic differences between sexes compared to other subspecies. In general, adults areprimarily brown, with white and chestnut streaks below. Immature Hawai„i „elepaio are dull graybrown, with gray below, and have buffy wingbars. Male and female „elepaio have a 2 year delay inplumage maturation, meaning they do not acquire their adults plumage until they are 3 years old. As
the age of the bird increases, the amount of white increases at the throat, wing covert, rump, and tail.
Due to variations in plumage color, authorities have described additional subspecies on Hawai„iIsland (C. s. ridgwayi and C. s. bryani), but these are not widely accepted (VanderWerf 1999).
Currently, two additional subspecies (C. s. sclateri and C. s. ibidis) are recognized on the islands ofKaua„i and O„ahu, respectively. Chasiempis sandwichensis originally colonized the State between
1.5-1.9 million years ago. Interisland song playbacks by VanderWerf (2007) suggest that the
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different storms. The entire species is absent from other islands in the State. It is likely that thesesubspecies may eventually be separated into three species due to genetic evidence and plumage
differences (VanderWerf 2007).
The „elepaio is a nonmigratory, highly curious bird. Pairs are monogamous and territorial throughout
the year. The young remain with their parents for 9 months, during which time they are taught
foraging behaviors. After leaving the nest, the young remain within 0.6 mi of their parents.
The „elepaio was given its name due to the sound of its song. Males sing to defend their territory andattract mates. This song is generally answered by the female‟s two-note call. Although „elepaio are
territorial during the entire year, this behavior is more prevalent immediately before and during nest
construction. As a result, they do not generally call during the nonbreeding season. Compared tosubspecies on the other islands, the Hawai„i „elepaio has the most phases and frequencies in theircalls (VanderWerf 2007).
Currently, Hawai„i „elepaio can be found in forested areas above 2,000 ft. Known populations occur
in Kohala and on the western slope of Mauna Kea. The estimated islandwide population is about
150,000 individuals (Mitchell et al. 2005).
Approximately 138,900 ( 605 SE) Hawai„i „elepaio occur in the North Hāmākua study area. Of thistotal, roughly 27 percent of the population (or 38,000 birds) occur in the HFU. The primaryconcentration within the study area occurs in the southerly portion of the upper elevation forest, justsouth of the Refuge. Surveys conducted during a 24-year study period (1977- 2000) between themonths of February-July resulted in 5,537 „elepaio observations. During a 14-year study period(1987-2000), the mean density of „elepaio specifically within the HFU was 2.57 birds per 2.47 acre.
No trends in density were observed during either of these study periods (Camp et al. 2003).
Higher densities of „elepaio occur in upper-elevation, closed-canopy, high-stature forests comparedto the lower degraded, open forests. More specifically, „elepaio densities were positively influencedby „ōhi„a, high-stature forests, and elevation. In contrast, variables negatively associated with density
include grass, open or sparse canopy, midstature forest, presence of matted ferns, banana poka,
Psidium, slope, temperature, and rainfall (Camp et al. 2003).
Except for the O„ahu „elepaio, this species appears to be less affected by human disturbance thanmost native Hawaiian birds due to their high adaptability. „Elepaio are able to utilize a variety ofhabitats, employ various behaviors to search for and capture prey, and consume a wide range of
invertebrates. Foraging techniques range from gleaning to hanging and aerial hawking. „Elepaio arealso able to survive in both native and nonnative forests from dense rainforests to dry, open
woodlands in a wide range of elevations (VanderWerf 1998, 2007). Though avian disease is aconcern for Hawai„i „elepaio as well, they have also shown to have a greater immunity to avian
diseases compared to other native Hawaiian forest birds. Hawai„i „elepaio showed recovery 4-years
after an outbreak of the pox virus at the HFU in 1992 (VanderWerf 1998). However, recent evidence
indicates that the species‟ low -elevation range may be decreasing on Hawai„i Island (Camp et al.
2003).

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Loss and degradation of habitat is an important factor in the population status of the „elepaio(VanderWerf 1993). In addition, disease and predation by mammals (especially rats) also threaten
populations. The results of ungulate and small mammal control, habitat restoration, habitat
monitoring, and disease studies could help to sustain existing populations (Mitchell et al. 2005).

4.5.5 ‘Ōma‘o (Myadestes obscurus)
The „ōma„o is one of five species of Hawaiian thrushes (Turdidae). Like all adult Hawaiian thrushes,„ōma„o have drab olive-brown and gray plumage. Immature birds are heavily scalloped with buff on
the wings and breast. „Ōma„o often perch silently for long periods and are more often detected bytheir song. Males perform a flight-song display known as “skylarking”.
The „ōma„o is endemic to the Island of Hawai„i. „Ōma„o primarily occur in two populations on theeastern and southern slopes of the Island of Hawai„i at elevations greater than 3,300 ft. A third,
smaller population occurs in alpine scrub habitat between 6,500-9,750 ft elevation. Currently, „ōma„ooccupy an estimated 30 percent of their former range, which historically included habitats from
1,000-9,750 ft elevation. Bird surveys from 1976-1983 estimated the population at
170,000 individuals. Based on more recent surveys, the populations appear stable and may be
increasing in habitats below 3,450 ft (Mitchell et al. 2005).
Approximately 57,500 ( 191 SE) „ōma„o occur in the North Hāmākua study area. The HFU
currently protects 29 percent of the „ōma„o population in the study area (approximately
16,900 „ōma„o) and no trends in „ōma„o densities were detected for either the 24-year (1977-2000) or
14-year (1987-2000) study periods. „Ōma„o occurred at a density of 0.7 birds per acre (SD = 1.22) atthe HFU over the 14-year study period (Camp et al. 2003).
„Ōma„o may be declining throughout the central windward region of Hawai„i. „Ōma„o at the KūlaniKeauhou study area significantly declined from the 1990s-2000s (1.1-0.8 birds per acre). Moreover,higher densities of 1.1-1.4 birds per acre were previously observed during the 1972-1975 and 1977
surveys, respectively (Gorresen et al. 2005).
„Ōma„o appear to have recolonized the Mauna Loa Strip study area in the late 1970s as the species
was recorded as absent or rare in prior surveys conducted in the 1940s and early 1970s. However, thedensity of „ōma„o appears to have significantly decreased shortly after 1977, after which it
maintained fairly stable, if low, densities (0.07-0.004 birds per acre).
In the East Rift study area, „ōma„o densities decreased from 0.6 birds per acre in 1979 to 0.4 birds
per acre during the 1993/1994 survey periods. At the „Ōla„a study area, „ōma„o densities during the1977 and 1994 surveys were not significantly different (1.64 birds/2.47 ac in 1977, 0.77 birds/2.47 ac
from 1992-1994). However, the highly variable densities of „ōma„o observed over the 4 years ofsurvey in the „Ōla„a study area may act to conceal trends.
„Ōma„o are found at their highest densities in the wet forests at high elevations within the HFU.
However, „ōma„o also occur at lower densities at mid-elevations and in open and drier habitats of the
Refuge (Camp et at. 2003). „Ōma„o disappeared from the Kona district during the early part of the20th century (Ralph and Fancy 1994b) and are not present at the KFU. „Ōma„o occur in mesic and

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wet montane „ōhi„a or mixed „ōhi„a and koa forests in the Hāmākua, Ka„ū, and Kīlauea districts(Mitchell et al. 20005).
„Ōma„o have a diet of primarily native and introduced fruits, supplemented by invertebrates. Foodplants include „ōlapa, kōlea, kāwa„u, naio, pilo, pūkiawe, „ōhelo, and „ākala. In the small alpine scrub
population on Mauna Loa, pūkiawe, „ōhelo, kūkaenēnē, and „a„ali„i are consumed (USFWS 2005).
The birds also forage opportunistically for seasonally available food items. Invertebrate prey items
include caterpillars (Lepidoptera), spiders (Araneida), beetles (Coleoptera), and land snails(Gastropoda) (Wakelee et al. 1999).
Breeding activity of the „ōma„o extends from January-November, with nesting peaking from AprilJuly. Nest sites are highly variable and include tree ferns; natural true cavities, cavity-like spaces(open cavities), ledges, niches, and natural scars in „ōhi„a and koa trees; and trunk and trunk or
branch forks in „ōhi„a, koa, and naio trees. Live, dead, and partially dead trees are all used as nest
sites. Birds in the high-elevation Mauna Loa population apparently nest on the ground in lava
formations or in lava tubes (Wakelee et al. 1999). Both sexes defend small nesting territories andhave a mean home range size of 0.9 0.1 ac (Ralph and Fancy 1994b). Fledglings remain in theirnatal territories for 4-6 months after fledging. A male-biased sex-ratio exists, but its significance topopulations is unknown (Fancy et al. 2001).
„Ōma„o are susceptible to the same factors that threaten other native Hawaiian forest birds, including
loss and degradation of habitat, predation by mammals, and disease. „Ōma„o occur at lower densities
in degraded habitat likely because pigs and other ungulates destroy important food plants anddegrade habitat. „Ōma„o nests are very accessible and are therefore vulnerable to predation by rats
and native raptors. The prevalence of disease (malaria and avian pox) in tested areas is low, and„ōma„o from low elevations exposed to malaria recovered quickly (Atkinson et al. 2001), suggestinga greater resistance to disease compared to other native forest birds. However, the disappearance of
populations from lower elevations has been the pattern of decline noted in other Hawaiian birds
susceptible to mosquito-borne diseases (Mitchell et al. 2005).

4.5.6 Pueo (Asio flammeus sandwichensis)
The pueo is an endemic subspecies of the nearly pandemic short-eared owl. The adult is brown andbuffy white and ventrally streaked with darker brown. The eyes are yellow and the bill is black.
Unlike most owls, pueo are diurnal, though nocturnal or crepuscular activity has also been
documented. Pueo are commonly seen hovering or soaring over open areas.
The pueo is found on all the main Hawaiian Islands from sea level-8,000 ft. There have been no
surveys to estimate the population of the Hawaiian short-eared owl. The species was widespread at
the end of the 19th century but is thought to be declining (Mostello 1996, Mitchell et al. 2005).
Pueo occupy a variety of habitats, including wet and dry forests, but are most common in open
habitats such as grasslands, shrublands, and montane parklands, including urban areas and those
actively managed for conservation (Mitchell et al. 2005). Their relatively recent establishment on
Hawai„i may have been tied to the rats that Polynesians brought to the islands. In Hawai„i, pellet
analyses indicate that rodents, birds, and insects respectively are their most common prey. Birds
depredated by pueo have included passerines, seabirds, and shorebirds.

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Little information is available on the impact of pueo predation on populations of native birds. The
pueo has been implicated as a predator of nestlings of various endangered bird species in Hawai„isuch as the „ākohekohe (VanGelder et al. 2001) and Maui parrotbill on Maui (Mounce 2008), palila
on Hawai„i (Pratt et al. 1998), and puaiohi on Kaua„i (Snetsinger 2005). Pueo are also known to preyupon „apapane, common „amakihi, „i„iwi, and kōlea (Snetsinger et al. 1994).
Little is known about the breeding biology of the ground nesting pueo, but nests have been foundthroughout the year. Nests are constructed by females and are comprised of simple scrapes in the
ground lined with grasses and feather down. Females also perform all incubating and brooding, whilemales feed females and defend nests. The young may fledge from nest on foot before they are able tofly and depend on their parents for approximately 2 months (Mitchell et al. 2005).
At the HFU, pueo are found only in the open areas and pastures of the reserve (Jeffrey, pers. comm.).
The pueo is rare in the KFU of the Hakalau Forest NWR (Ball, pers. comm.).
Similar to other native Hawaiian birds, loss and degradation of habitat, predation by mammals, anddisease threaten pueo. Pueo appear particularly sensitive to habitat loss and fragmentation, as theyrequire relatively large tracts of grassland and are ground nesters. Ground nesters are more
susceptible to the increased predation pressure that is typical within fragmented habitats and nearrural developments (Wiggins et al. 2006). These nesting habits make them increasingly vulnerable topredation by rats, cats, and Indian mongooses (Mostello 1996, Mitchell et al. 2005).
Mortality of the pueo on Kaua„i has been attributed to the “sick owl syndrome,” which may berelated to pesticide poisoning or food shortages. They may be vulnerable to the ingestion of poisonedrodents. However, in the one study conducted, there was no evidence that organochlorine,organophosphorus, or carbamate pesticides caused mortality in the Hawaiian short-eared owl. Other
causes of death on Maui, O„ahu, and Kaua„i have been attributed to trauma (apparently vehicularcollisions), emaciation, and infectious disease (pasteurellosis) (Work and Hale 1996). However, their
persistence in lowland, nonnative and rangeland habitats suggests that they may be less vulnerable toextinction than other native birds, especially because they may be resistant to avian malaria and avianpox (Mitchell et al. 2005).

4.6 Endangered Hawaiian Waterbirds
The Hawaiian Island archipelago supports six species of endangered waterbirds: the koloa maoli,„alae ke„oke„o, „alae „ula, ae„o, nēnē, and Laysan duck. All of these species, except for the nēnē,
require wetlands for their survival. As a result, the loss and degradation of Hawai„i‟s coastal wetlands
have been a significant factor in the decline of four endemic waterbirds in the main Hawaiian Islands.
From 1780-1980, the area of coastal wetland habitat in the main Hawaiian Islands declined by
31 percent. Coastal wetlands were filled for commercial, residential, and resort developments anddrained for agriculture. These developments have also degraded the water quality of the wetlands(Evans et al. 1994, USFWS 2005a). Predation by introduced animals, disease, and environmental
contaminants have also contributed to the population decline of Hawai„i‟s endangered waterbirds.
Furthermore, nonnative plants, such as mangroves and grasses, have encroached on wetlands and

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altered natural processes. Key threats to the nēnē (including habitat loss, behavioral problems, andinbreeding depression) are discussed in detail below (USFWS 2004).
No critical habitat has been designated for any of Hawai„i‟s endangered waterbirds (USFWS 2005a).
The general recovery objectives for the endangered waterbirds (except the Laysan duck), as
described in the Second Draft Recovery Plan for Hawaiian Waterbirds (2005a), are the following:stabilize or increase species populations to greater than 2,000 individuals; establish multiple selfsustaining breeding populations throughout their historical ranges; protect and manage core andsupporting wetlands Statewide; eliminate or control the threat of introduced predators, diseases, andcontaminants; and remove the islandwide threat of the koloa maoli hybridizing with mallards.
Specific recovery objectives for the nēnē are outlined in the Draft Revised Recovery Plan for the
Nēnē (2004) and are discussed below.

4.6.1 Nēnē (Branta sandvicensis)
The nēnē is a medium-sized goose endemic to the Hawaiian Islands. Adult males and females aremostly dark brown or sepia with a black face and crown, cream-colored cheeks, and a buff neck withblack streaks. Females are smaller than males. Compared to other geese, nēnē are more terrestrial andhave longer legs and less webbing between their toes; these differences likely facilitate nēnē walking
on lava flows. The nēnē was listed as endangered in March 1967 and is the State bird of Hawai„i.
In 1951, the wild nēnē population was estimated at 30 individuals. All populations since then havebeen or are currently being supplemented by captive-bred birds. As of 2009, the population was
estimated at between 1,877-1,927 individuals, with 446 birds on the Island of Hawai„i, 416 birds on
Maui, 850-900 birds on Kaua„i, and 165 birds on Moloka„i (USFWS unpubl).
At the HFU, a total of 10 adults and 25 goslings were introduced in 1996, 1997, 2002, and 2003. The
population of nēnē has increased from 10 in 1996-1997 to approximately 200 in 2007. The number ofknown nests has increased from 1 to 38, and 40 mated pairs of nēnē were observed in 2007. Nēnē arefound at the higher elevations of the HFU around the cattle ponds and are frequently seen at theadministrative site (Jeffrey, pers. comm.). Adult nēnē disperse from the HFU typically by the end of
May and have been regularly sighted at Kahuku (HAVO), Kūlani, Pōhakuloa Training Area (PTA),
and Pu„u Anahulu. Several Hakalau individuals are also known to seasonally use Kapāpala Ranchand the Kīlauea region of HAVO. Nēnē can commonly be found in the pastures at the junction of
Keanakolu Road, the Mauna Kea Summit Road, and Saddle Road (USFWS, unpubl.). Nēnē do notoccur on the KFU (Jeffrey, pers. comm.).
Nēnē historically occurred in lowland dry forests, shrublands, grasslands, and montane dry forestsand shrublands. Habitat preferences of contemporary populations are likely biased as preferences
may be influenced by the location of release sites of captive-bred birds. Birds currently use a wide
variety of habitats including coastal dune vegetation and nonnative grasslands (e.g., golf courses,
pastures, rural areas), sparsely vegetated low- and high-elevation lava flows, mid-elevation nativeand nonnative shrubland, early successional cinderfall, cinder deserts, native alpine grasslands andshrublands, and open native and nonnative alpine shrubland-woodland community interfaces. Nēnē
can be found from sea level to 7,900 ft (Mitchell et al. 2005, USFWS 2004). Seasonally, nēnē havebeen known to use areas up to 8,900 ft at HAVO/Kapāpala.

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Nēnē graze and browse on the leaves, seeds, flowers, and fruits of at least 90 native and nonnative
grasses, sedges, composites, and shrubs. Composition of diet varies with location and habitat, and thespecies may require a diverse suite of food plants. Nēnē disperse seeds and therefore play animportant ecological role, especially in influencing the species composition of early successional
plant communities. Historically, flocks moved between high-elevation feeding habitats to lowland
nesting areas (Mitchell et al. 2005, USFWS 2004).
Pairs mate for life, and nēnē have an extended breeding season. Eggs can be found in all months
except May-July, although the majority of birds nest between October-March. Nēnē nests consist of ashallow scrape, moderately lined with plant materials and down. Pairs typically return to previous
years‟ nests sites, which are usually in dense vegetation (though this is highly variable); whenavailable, kīpuka (islands surrounded by lava flows) may be preferred. Breeding areas encompass avariety of habitats including beach strand, shrubland, grassland, and lava rock, and occur at a rangeof elevations. On the islands of Hawai„i and Maui, most nests are built under native vegetation suchas pūkiawe, „a„ali„i, and „ōhi„a. On Kaua„i, however, most nesting areas are dominated by nonnative
species, and nēnē often nest under Christmas berry, shrub verbena, and ironwood. The young remain
with their parents for up to 1 year (Mitchell et al. 2005, USFWS 2004).
Current threats to the nēnē include predation by mammals, exposure in high-elevation habitats,insufficient nutritional resources for both breeding females and goslings, a lack of lowland habitat,
human-caused disturbance and mortality (e.g., road mortality, disturbance by human foot traffic),
behavioral problems related to captive propagation as well as habituation to humans in general, andinbreeding depression (USFWS, unpubl., USFWS 2004). Predators of nēnē eggs and goslings
include dogs, cats, rats, pigs, and mongooses. Dogs, cats, and mongooses are responsible for most of
the known cases of adult predation (USFWS 2004). Nēnē have also been negatively impacted byhuman disturbance by hikers, hunters, and outdoor recreationists. In recent years, nēnē have been
struck and killed by golf balls and vehicles (USFWS 2004).
Starvation and dehydration can also be major factors in gosling mortality. Approximately
81.5 percent of gosling mortality in Haleakalā National Park during the 1994-1995 breeding season
was due to starvation and dehydration (USFWS 2004). In 2005-2007, between 30-50 percent of thegoslings died due to dehydration and exposure at the HFU (USFWS, unpubl.). A lack of adequate
food and water also seems to be a limiting factor in Hawai„i Volcanoes National Park (USFWS2004). A similar study (gosling telemetry) at HAVO in 1995 and 1996 identified dehydration andstarvation as the cause of death in the majority of gosling carcasses removed.

4.6.2 Koloa Maoli (Anas wyvilliana)
The koloa maoli is an endangered waterfowl endemic to the Hawaiian Islands. Federally listed as
endangered in 1967, the koloa maoli is a small, mottled brown duck with emerald green to blue
patches on their wings (speculums). Males are typically larger, have distinctive dark brown chevronson the breast and feathers, olive-colored bill, and brighter orange feet. Females are slightly smaller
and lighter in color. Compared to mallard ducks, koloa maoli are more secretive and about 2030 percent smaller.
The former range of the koloa maoli includes all the main Hawaiian Islands, except for the islands of
Lāna„i and Kaho„olawe. They are capable of spreading between islands and may be found up to
10,000 ft in elevation (Uyehara et al. 2007). Currently, the only naturally occurring population of
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koloa maoli exists on Kaua„i, with repatriated populations on O„ahu, Hawai„i, and Maui (Pratt et al.
1987, Engilis et al. 2002, Hawaii Audubon Society 2005). The current Statewide population of purekoloa maoli is estimated at 2,200 birds; approximately 200 individuals occur on the island of Hawai„iand the remainder reside on Kaua„i. The populations on O„ahu and Maui are suspected to largely
consist of hybrids – a crossbreed between the koloa maoli and mallard ducks. Estimated koloa maoli
counts on these islands are 300 and 50 birds, respectively (Engilis et al. 2002, USFWS 2005a).
Genetic studies of the species have suggested that a pure, intact population of koloa maoli may notexist on O„ahu (Browne et al. 1993). Although hybridization has been documented to occur on
Hawai„i‟s lowland wetlands and remains a threat on Kaua„i, the koloa maoli population on these twoislands appear to be stable (Engilis et al. 2002).
The Hawai„i Island population was reestablished between 1976-1982, when captive-bred birds werereleased in the Kohala Mountain (Engilis et al. 2002). Populations currently occur in the stock pondsin the Kohala Mountains; stream habitats of Pololū, Waimanu, and Waipio Valleys; and in the stock
ponds and larger montane streams on Mauna Kea. On the HFU, this species inhabits and breeds instreams and ponds (USFWS 2002a, USFWS 2005a, Jeffrey, pers. comm.). Due to the lack of surface
water at the KFU, this species is not expected to occur within the unit boundaries.
The koloa maoli uses a wide array of habitat types such as natural and manmade lowland wetlands,
flooded grasslands, river valleys, mountain streams, montane pools, forest swamplands, aquaculture
ponds, and agricultural areas. The diet of koloa maoli consists of aquatic invertebrates, aquaticplants, seeds, grains, green algae, aquatic mollusks, crustaceans, and tadpoles (Engilis et al. 2002,
Hawaii Audubon Society 2005, USFWS 2005a). The majority of nesting occurs from March-Junewith broods observed year-round. Nests are placed in dense shoreline vegetation of small ponds,
streams, ditches, and reservoirs. Bunch-type grasses, rhizominous ferns, and shrubs are typically usedat nesting sites (Engilis et al. 2002). On the island of Hawai„i, successful breeding in the wild has
been documented in the Kohala Mountains and at HFU (USFWS 2005a).
Although the USFWS Recovery Plan for Hawaiian Waterbirds lists the koloa maoli as having a highpotential for recovery, the species has a high degree of threat due to hybridization with mallard ducks(USFWS 2005a). Hybridization with mallards is currently the greatest threat to this species‟
continued existence (Engilis et al. 2002, Uyehara et al. 2007). In addition to hybridization concerns,
other hazards exist for koloa maoli. Known predators of eggs and chicks include mongooses, cats,dogs, and possibly rats. „Auku„u, largemouth bass, and American bullfrogs have been observed totake ducklings. Avian diseases are another threat to koloa maoli with outbreaks of avian botulism
occurring annually throughout the State (Engilis et al. 2002).

4.6.3 ‘Alae ke‘oke‘o (Fulica alai)The „alae ke„oke„o, or Hawaiian coot, is a small waterbird endemic to Hawai„i that is federally listed
as endangered. Adult males and females have a black head, a slate gray body with white undertailfeathers, and a prominent white frontal shield and bill; feet are lobed rather than webbed and aregreenish-gray. Life-history and breeding biology are poorly known. „Alae ke„oke„o usefreshwaterand brackish wetlands, which can include agricultural wetlands and aquaculture ponds. They are
generalists and feed on land, from the surface of the water, or will dive. They will also graze on grassadjacent to wetlands. They will travel long distances if local food sources (e.g., seeds, leaves, snails,
crustaceans, insects, small fish, etc.) are not available. Appropriate water levels are critical to nesting

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success. They create either open water nests or nests in emergent vegetation. Nesting occurs yearround, but most activity occurs March-September. Eighty percent of the population occurs on Kaua„i,but they are found on all the main Hawaiian Islands (with the exception of Kaho„olawe). The
population is stable and estimated to be 2,000-4,000. Similar to the rest of the Hawaiian waterbirds,
threats to „alae ke„oke„o are habitat loss, nonnative mammalian predators such as mongooses, rats,
cats, barn owls, etc., altered hydrology (modified wetlands), nonnative invasive plants, and avian
diseases (e.g., botulism). Though rare, „alae ke„oke„o are known to be present at the ponds at HFU(Mitchell et. al, 2005).

4.7 Endangered Mammal
4.7.1 ‘Ōpe‘ape‘a (Lasiurus cinereus semotus)
The endangered „ōpe„ape„a is the only extant native land mammal in the archipelago. Both males andfemales have a wingspan of approximately 1 ft, and females are typically larger bodied than males.
Both sexes have a coat of brown and gray fur. Individual hairs are tipped or frosted with white.
Population estimates for all islands have ranged from hundreds to a few thousand. Since no accurate
population estimates exist for this subspecies and because historical information regarding its past
distribution is scant, the decline of the bat has been largely inferred. „Ōpe„ape„a have been regularlysighted in Kaua„i, Hawai„i, and Maui (Menard 2001).
Changes in seasonal abundance of „ōpe„ape„a at locations of different elevations indicate that
altitudinal migrations occur on the Island of Hawai„i. During the breeding period (which begins as
early as April), „ōpe„ape„a occurrences increase in the lowlands and decrease at high elevation
habitats, such as the HFU. „Ōpe„ape„a occurrences are especially low from June-August in highelevation areas. In October, during the post-lactation period, bat occurrences increase at the HFU andin the central highlands. In January, bat occurrences at HFU also increase, possibly receiving„ōpe„ape„a from both the lowlands and central highlands (Menard 2001).
Echolocation studies in the Pua „Ākala tract at the HFU confirm these observations. The area has
moderate use (less than 40 bat call pulses per week sampled) by „ōpe„ape„a between May-June.
However, bat activity at Pua „Ākala dramatically increases during fall and winter (August-March)such that this area may be considered an important „ōpe„ape„a wintering ground for „ōpe„ape„a frommany parts of the island (Bonaccorso 2008).
„Ōpe„ape„a roost in native and nonnative vegetation from 3-29 ft above ground level. They occur inboth wet and dry areas of the island but are believed to be more abundant on the drier leeward side
(Jacobs 1994). „Ōpe„ape„a have been found roosting in „ōhi„a, hala, coconut palms, kukui, kiawe,
avocado, shower trees, pūkiawe, and fern clumps; they are suspected to roost in eucalyptus and Sugi
pine stands. The species is rarely observed using lava tubes, cracks in rocks, or manmade structures
for roosting. While roosting during the day, „ōpe„ape„a are solitary, although mothers and pups roost
together (USFWS 1998c, Mitchell et al. 2005).
„Ōpe„ape„a feed on a variety of native and nonnative night-flying insects, including moths, beetles,
crickets, mosquitoes, and termites (Whitaker and Tomich 1983) but may have a preference for moths

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echolocation. Water courses and edges (e.g., coastlines and forest/pasture boundaries) appear to beimportant foraging areas. In addition, the species is attracted to insects that congregate near lights.
They begin foraging either just before or after sunset depending on the time of year; altitude also may
affect these patterns (USFWS 1998c, Mitchell et al. 2005).
It is suspected that breeding primarily occurs between September-December. Typically, two young
are birthed in May or June. Breeding has only been documented on the islands of Hawai„i and Kaua„i(Baldwin 1950, Kepler and Scott 1990, Menard 2001).
Within the HFU, „ōpe„ape„a are found at Pua „Ākala, Maulua, and Upper Maulua Pond. Bats havebeen observed and/or heard year-round along roads, forest clearings, and within koa/„ōhi„a mixed
montane mesic forests. Detections have occurred at elevations between 5,250-6,230 ft. Echolocation
data show that the HFU is an important foraging site for the „ōpe„ape„a (Menard 2001, Bonaccorso2008). „Ōpe„ape„a have been seen within the KFU, though little is known about their foraging or
roosting habits there (USFWS 2008).
The availability of roosting sites is believed to be a major limitation in many bat species, but otherpossible threats to the „ōpe„ape„a include pesticides (either directly or by impacting prey species),
predation, alteration of prey availability due to the introduction of nonnative insects, and roost
disturbance. Management of the „ōpe„ape„a is also limited by a lack of information on key roosting
and foraging areas, food habits, seasonal movements and reliable population estimates (USFWS
1998bc).

4.8 Native Hawaiian Invertebrates
Invertebrates are composed of a variety of groups including snails (Gastropoda) and various insects
such as beetles (Coleoptera), true bugs (Heteroptera), and moths/butterflies (Lepidoptera). Over5,000 endemic insect species occur in Hawai„i (Howarth et al. 2003), of which beetles and flies are
the most specious (Goldsmith 2007).
Hawaiian invertebrates play an important role in native ecosystems. Invertebrate populations serve as
critical food resources for „ōpe„ape„a and native Hawaiian birds and therefore limit the populations
and distributions of these species (Howarth et al. 2003). Invertebrates are also essential pollinatorsand detritivores (Gambino and Loope 1992).
Native Hawaiian invertebrates found during surveys of the Refuge units are listed in Tables 4-2, 3,
and 4. Due to the diversity of invertebrate species, expansive area of the Refuge units, and limitationsof baiting techniques, numerous additional invertebrates species may be present on the units.
Several federally listed endangered invertebrate species, including three endangered picture-wingflies, occur on the Island of Hawai„i and within the Refuge units (Howarth et al. 2003, Haines andFoote 2005). The Blackburn‟s sphinx moth (Manduca blackburni), an endangered arthropod that
occurs on Hawai„i Island, is not expected to occur at the HFU (Howarth et al. 2003) and has not been
observed on the KFU.

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In addition, Hawai„i Island is home to candidate endangered species, as well as species of concern(SOC). Species of concern do not receive legal protection, but might be in need of concentrated
conservation actions. Eight candidate endangered arthropod species occur, and more than 100 speciesof concern are listed (Howarth et al. 2003). Some of these are expected to occur in the Hakalau
Forest NWR. The HFU shelters a number of candidate endangered damselfly species in the endemic
genus Megalagrion (Howarth et al. 2003).

Table 4-2. Endangered and Rare Native Invertebrate Species Occurring or
Potentially Occurring on the Hakalau Forest NWR.
FamilyGenus

Hawai‘i Island

ListedSpecies

COLEOPTERA (Beetles)
Aglycyderidae Proterhinus
230
Cerambycidae
390Plagithmysus
Curculionidae
20
Rhyncogonus
Elateridae
30
Eopenthes
DIPTERA (True Flies)
Drosophilidae
141
3
Drosophila
HYMENOPTERA (Wasps, Bees & Ants)
Colletidae
280HylaeusLEPIDOPTERA (Moths & Butterflies)
Crambidae
19
0
Omiodes
Geometridae
20
0
Scotorythra
ODONATA (Dragonflies & Damselflies)
Coenagrionidae Megalagrion
90
Source: Howarth et al. (2003), Haines and Foote (2005).

CandidateSpecies

SOC

0
0
0
0

0
12
1
2

1

0

0

17

0
0

10
0

2

2

4.8.1 Picture-wing Flies (Drosophila)
In Hawai„i, the genus Drosophila contains over 600 endemic species of picture-wing flies. The
Hawaiian drosophilids have been thoroughly studied throughout the State, beginning with genetic
and evolution studies in the 1963 Hawaiian Drosophila Project (Howarth and Mull 1992). Within thisgenus, 11 species are listed as federally and State endangered species, a single species is listed as
threatened, and 2 species are listed as candidate endangered species. Of the endangered species, two
can be found on the Island of Hawai„i: Drosophila heteroneura and Drosophila ochrobasis (Federal
Register 2008b). A third species found on the island, Drosophila mulli, is listed as threatened and acandidate endangered species, Drosophila digressa, is restricted to Hawai„i Island.
Drosophila surveys at the KFU were conducted in November 1999 and February 2000 using sponges
baited with fermented mushrooms and bananas. Six species of endemic picture-wing flies wereobserved on the KFU including D. basisetae, D. conspicua, D. heteroneura, D. silvestris, D. sproati,
and D. tanythrix. Nearly all of the drosophilids were found on the 4,500 ft transect (Foote 1999).
Only one species found on the KFU is listed as endangered: Drosophila heteroneura. Of the
314 picture-wing flies collected on the Refuge, 37 percent were identified as D. heteroneura, making
it the most abundant picture-wing fly on the Refuge unit. In addition, D. heteroneura observed
during the KFU survey were the first observations of this species in the wild in approximately

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10 years; the last specimen was seen in 1993 at Hualālai (Foote 1999). Thus, the population of D.
heteroneura at the KFU is the only known extant population of this species (Haines and Foote 2005).
Drosophila heteroneura is endemic to the island of Hawai„i and restricted to montane wet „ōhi„a andmesic koa „ōhi„a forests on the west side of the island. Historically, D. heteroneura was relatively
widely distributed between 3,400-6,000 ft above sea level. The picture-wing fly has historically been
observed at Hualālai, Mauna Kea, Mauna Loa, and Kīlauea in five different montane environments(Federal Register 2006a).
The life-history of D. heteroneura requires breeding on the bark and stems of Clermontia (especially
C. clermontioides) and Delissea spp. The larvae primarily inhabit the decomposing bark and stems ofthese two plants, but it is also known to feed within decomposing portions of Cheirodendron sp. inopen mesic and wet forest habitat (Foote 1999, Federal Register 2008b).
According to the Designation of Critical Habitat for 12 species of picture-wing flies from the
Hawaiian Islands (Federal Register 2008b), D. heteroneura has two Primary Constituent Elements orhabitat features that are essential to the conservation of the species. These features include: (1) mesic
to wet, montane, „ōhi„a and koa forest; and (2) the larval host plants Cheirodendron trigynum subsp.
trigynum, C. clermontioides, C. hawaiiensis, C. kohalae, C. lindseyana, C. montis- loa, C. paviflora,
C. peleana, C. pyrularia, and Delissea parviflora.
Five critical habitat units are designated for D. heteroneura within the Designation of Critical Habitat(Federal Register 2008b). Three of the units: Ka„ū Forest Reserve, Pit Crater, and Waihaka Gulch –occur on State or private land, and total 291 ac. An additional 687 ac in Lower Kahuku owned andmanaged by Hawai„i Volcanoes National Park comprise another critical habitat unit. Finally,
3,604 ac within the KFU are occupied habitat and have the necessary features that are essential forthe conservation of D. heteroneura; thus they are designated as the fifth critical habitat unit (Federal
Register 2008b).
Threats to the picture-wing flies include habitat degradation by ungulates, loss of host plants, andimpacts of nonnative insect predators and parasites such as ants and wasps. The species is also eaten
by native species such as the caterpillar Eupithecia staurophragma (Howarth and Mull 1992). The
construction of an ungulate exclosure and rat control will remove the primary threats to D.
heteroneura within the KFU (USFWS 2008).

4.8.2 Koa Bug (Coleotichus blackburniae)
The koa bug (Heteroptera: Scutellaridae) is a rare iridescent, blue, green, maroon, and yellow stinkbug. Measuring almost an inch in length, Coleotichus blackburniae is the largest native true bug(Howarth et al. 2003). Historically, this species was common on koa and a„ali„i (Dodonaea viscosa)on the islands of Hawai„i, Maui, O„ahu, Kaua„i, and Moloka„i. Currently, the koa bug is rarely foundin the State. The koa bug does occur at the HFU (Jeffrey, pers. comm.).
Information on the koa bug is scarce. Adults and nymphs feed on the fruits of native koa and a„ali„i,
as well as the nonnative formosa koa. Adult females lay their eggs (about 32 per egg mass) on theleaves and fruits of these species, where the larvae develop (Johnson et al. 2005). The red and black
larvae develop in five stages for an estimated 38 days. Female koa bugs are estimated to live for

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80 days and begin mating 30 days after hatching. Both larvae and adult koa bugs emit odorous
defense compounds when disturbed (Johnson et al. 2005).
The koa bug has no known natural predators; however, nonnative spiders and ants are known toparasitize C. blackburniae eggs, nymphs, and adults. The big-headed ant chews koa bug eggs andWestern yellowjacket wasps are predators of young (Johnson et al. 2005). Other species known tokill koa bugs include Anastatus sp., Acroclisoides sp., and birds. In addition, two biocontrol agents(Trissolcus basalis and Trichopoda pilipes) that were introduced to control the southern green stink
bug are able to locate and develop on C. blackburniae. Although these species have a relatively
minor impact on C. blackburniae overall, substantial impacts may occur at individual sites (Johnson
et al. 2005).
The koa bug has also been impacted by the reduced abundance and distribution of its host species asa result of agricultural activities and urban development. Because these plants typically fruit at thesame time, locating host plants suitable to lay eggs may require C. blackburniae to disperse over long
distances. Studies have shown that koa bug mortality due to dispersal accounted for about 50 percent
mortality in all individuals studied (Johnson et al. 2005).

4.8.3 Cave Invertebrates
Until the 1970s, it was assumed that the young and geologically unique Hawaiian Islands did notsupport an abundance of cave-adapted fauna. However, Hawaiian caves have been found to support adiverse array of rare and highly specialized invertebrates (Howarth 1972, 1983, 1991). Thesecavernicoles can be classified into three categories: (1) troglobites, which are obligate cave species;(2) troglophyles, which can live in caves or other cave-like (moist cool dark) habitats; and (3)trogloxenes, which can be found in caves, but do not live their entire life in caves (Howarth 1973,1983).
The Service recognizes one species of cave invertebrate on the Island of Hawai„i, the troglobitic
cixid leafhopper Oliarus polyphemus, as a species of concern. Troglobites are only able to survive incave ecosystems. These species are characterized by a number of anatomical and physiological
adaptations to cave life (Barr 1968, Christiansen 1982, Holsinger 1994, Culver et al. 1995).
Troglobites tend to lose their pigmentation, eyes, and hard exoskeletons. Additionally, troglobites
have elongated appendages and sensory structures with long hairs, lengthened life span, and modified
life-history patterns. As a result of their nutrient-poor environments, the life cycle of many
troglobites is characterized by delayed reproduction, increased longevity, lower total egg production,and production of larger eggs (Culver 1982).
Obligate cave species have narrow and specific ecological requirements. Such requirements include
high relative humidity, stable temperatures, and a preference for high CO2 levels (Howarth and Stone
1990). They do not acclimate well to rapid changes in their physical, biological, or chemical
environment (Barr 1968, Culver 1982). Troglobites also rely on energy and nutrient input from thesurface. These invertebrates primarily feed on „ōhi„a roots or other plant roots that penetrate the lava
tube roof (Howarth 1973; 1983, Howarth et al. 2007). Additional nutrient sources into caves include
plant detritus washed in by surface waters, organisms that enter caves under their own power, andguano from bats, rats, and mice. Thus, cave systems can be strongly influenced by the surface
ecosystem (Barr 1968, Culver 1982).

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Obligate species known to occur on the Island of Hawai„i include endemic moths and spiders (Sinella
yoshiia, Schrankia sp., Littorophiloscia sp.). None of the obligate cave fauna known from Hawai„iIsland are currently listed as candidate, threatened, or endangered species, although two endangered
species occur on Kaua„i.
Cave invertebrate studies were conducted at KFU by Dr. Howarth and Stone of the B. P. Bishop
Museum (1998). Endemic arthropods found during this survey are listed in Table 4-3. These species
included the cave carabid ground beetle, root moths, and a fruit moth. Linyphiid spider webs werealso seen, which are likely a native species, and trails of the native Limonia crane flies (Tipulidae)
were common in cave slime. In addition, several dead moths, probably native agrotine noctuids, were
found. These moths are known to roost in caves (Howarth and Stone 1998).

4.8.4 Arthropods
Arthropods include insects, spiders, and crustaceans. There are 5,732 endemic and 101 indigenous
terrestrial arthropod species identified in the Hawaiian Islands. The majority of the native arthropod
fauna are insects (Howarth et al. 2003). Population declines of native arthropods throughout the State
have been attributed to habitat destruction and loss of host species (Howarth et al. 2003). Nonnative
ungulates, plants, and other arthropods also compete with native species and disturb their habitat(Haines and Foote 2005).
An arthropod survey was conducted at the HFU by Howarth et al. (2003). Sampling was conductedalong a transect in the Pua „Ākala Tract, a transect in the Maulua Tract, and in the vicinity of the
University of Hawai„i Biological Field Station in the Hakalau Tract. Of the 2,500 specimens

Table 4-3. Endemic Arthropods in Three Cave Systems at the KFU.
Taxon

Cave 1

Caves Surveyed
Cave 3

ARACHNID: Subclass: Acari (Mites)
Unidentified
ARANEAE (Spiders)
Linyphiidae
Unidentified
Webs only
COLEOPTERA (Beetles)
Carabidae
Mecyclothorax sp.
Dead
LEPIDOPTERA (Moths & Butterflies)
Carposinidae
Carposina cf. gracillima (Walsingham)
Noctuidae
Unidentified
Dead
Schrankia sp. A (Twilight morph)
Live
Schrankia sp. B (Cave morph)
DIPTERA (Flies)
Tipulidae
Limonia sp.
Larval trails Larval trails
Source: Howarth and Stone (1998).
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Cave 4
Live

Live
Live
Live

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collected during the survey, only about 50 species have been identified. Although generalizations are
difficult based on the low number of species identified, arthropod diversity was lower than expected.
Arthropod surveys in other areas of the island found that the optimal range of native arthropods is
between 3,500-4,000 ft; thus, the majority of the Hakalau Unit is above the upper limit. During thesurvey, increased diversity was observed at lower elevation sites (Howarth et al. 2003). Ongoingarthropods surveys are being conducted by Goldsmith (2007), and by USGS-BRD (Banko and Peck)at the HFU.
Arthropod surveys were conducted by Haines and Foote (2005) throughout the KFU. This study
occurred along four transects at elevations of roughly 2,500, 3,500, 4,500, and 5,500 ft. Several
trends were observed during the study. First of all, diversity among native target genera was highest
in the middle elevations of the KFU. In addition, native insect diversity generally decreases as
disturbance increased (occupied by ungulates) and as invasive insect populations increased (Hainesand Foote 2005).

Megalagrion (Odonata: Coenagrionidae)
Approximately nine species of native Hawaiian damselflies of the Megalagrion genus (Odonata:
Coenagrionidae) occur on the Island of Hawai„i. Megalagrion damselflies inhabit a wide range of
habitats including perennial stream, intermittent stream, rheocrenes (flowing seeps and springs), andstanding water ecosystems (Polhemus 1993, Polhemus and Asquith 1996). Immature damselflies (orlarvae) are typically aquatic, while some live in and under native plants. The adults feed on various
small insects captured using their spiny legs. Immature damselflies prey on small animals using theirextendable lower mouthpart (Polhemus and Asquith 1996).
Competition and predation from nonnative fish, frogs, and invertebrates is a primary threat to thisgenus (Polhemus 1993). Fish predators include Poeciliids (Gambusia affinis, Poecilia reticulata, P.
latipinna, Xiphophorus helleri, and X. maculatus), as well as catfish, cichllids, and gobies. Alterationand degradation of freshwater habitat has also contributed to species declines. Human modifications
that occurred during ancient Hawaiian times (taro lo„i and fishponds) and in the more modern times(diversion systems, urban development, ground water pumping) have impacted Megalagrion habitat(Polhemus and Asquith 1996).
Four damselflies species have been reported at the HFU and several additional species may also
occur. One of these, M. amaurodytum peles, is a species of concern that was found throughout theRefuge in damp litter in axils of pa„iniu lilies (Astelia menziesiana) and „ie„ie (Freycinetia arborea)(Howarth et al. 2003). The Pacific Hawaiian damselfly (M. pacificum), an endangered species, may
occur at the lowest elevations in the HFU. This damselfly species breeds in pools and streams. An
additional species of concern that breeds in streams, M. nigrohamatum, may also occur in the lower
elevations of the Refuge unit (Howarth et al. 2003).
Only a single Megalagrion species, the Beautiful Hawaiian damselfly (M. calliphya), is known at the
KFU. Two males were seen in a pool at the unit (Haines and Foote 2005). On Hawai„i Island, thisspecies is usually limited to areas above 985 ft. Male M. calliphya are mostly red with black strips,
while females have a green thorax (Polhemus and Asquith 1996). Adults can breed in standing water,
but prefer slow moving streams (Haines and Foote 2005).

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Proterhinus (Coleoptera: Aglycyderidae)
A large diversity of beetles are found at the HFU of the Hakalau Forest NWR. Twenty-three speciesof weevils in the genus Proterhinus (Coleoptera: Aglycyderidae) are endemic to Hawai„i Island.
These tiny, slow-moving beetles bore into leafs, twigs, stems, and wood and are known to have avery narrow host range (Haines and Foote 2005). This species exhibits a wide array of morphologicaldiversity, making species level identification difficult. Proterhinus spp. were determined to be scarcethroughout the HFU (Howarth et al. 2003).
A total of 71 Proterhinus specimens within five species (P. affinis, P. ferrugineus, P. hawaiiensis,
P. similis, and P. subangularis) were collected from the KFU. Of the five species encountered,
P. similes was the most abundant and was collected from eight different plant species (Haines andFoote 2005).

Plagithmysus (Coleoptera: Cerambycidae)
There are about 140 species of endemic longhorned beetles in the genus Plagithmysus (Coleoptera:
Cerambycidae) in the State and 12 are considered species of concern on the island (Howarth et al.
2003). These wood-boring beetles are more showy and active than Proterhinus beetles (Haines andFoote 2005). Larvae pupate in the wood and adults emerge by chewing out, leaving visible exit holes.
Typically adults lay eggs on recently fallen tree branches, but live trees are also used. Plagithmysus
help with forest decomposition and serve as food for birds and other species.
Three species of longhorned beetles have been recorded as widespread throughout the HFU – P.
varians, P. clavigeris, and P. vicinus (Howarth et al. 2003, Goldsmith 2007). Both P. varians and P.
clavigeris are host-specific to dead koa (Howarth et al. 2003). At HFU, the density of longhorned
beetles at low-elevation sites was double the density found at high-elevation sites. There are alsoseasonal differences in population size and characteristics. Because of their importance in forest
ecology, longhorned beetles have been used as indicator species to assess recent reforestation efforts
at the HFU (Goldsmith 2007).
At the KFU, three different species of longhorn beetles were collected: P. bilineatus, P.debilis, andP. nodifer. The host plant for P. bilineatus is „ōhi„a, while P.debilis and P. nodifer were both reared
from koa. A new Plagithmysus species was also found on the unit. This new species was found ondead or dying branches of „a„awa (Pittosporum hosmeri) (Haines and Foote 2005).

Omiodes (Lepidoptera: Crambidae)
Several moths and butterflies (Lepidoptera) have been recorded on the HFU. Ten species of endemic
leaf roller moths in the genus Omiodes (Lepidoptera: Crambidae) are listed as species of concern.
This group gets its name because the larvae roll or fold leaves, or bind them together with silk, tocreate a retreat (Haines and Foote 2005). Most species utilize monocots as host plants.
Omiodes pritchardii, which is restricted to Pritchardia palms, was found at the lower elevation sitein Pua „Ākala at the HFU (Howarth et al. 2003). Omiodes accepta, O. asaphombra, O. localis andO. scotaea have been collected from the KFU. Omiodes accepta, the sugarcane leafroller, was foundto be the most abundant (27 of 49 total specimens) and is common on grasses and sedges. Omiodes
asaphombra only breeds on rare „ohe (Joinvillea ascendens), which is not known to occur on the
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west side of Hawai„i Island. In addition, the species was previously determined to be extinct (Hainesand Foote 2005).

Scotorythra (Lepidoptera: Geometridae)
The endemic inchworm genus Scotorythra (Lepidoptera: Geometridae) contains 20 species on
Hawai„i Island. Members of this genus use a wide variety of host plants from koa to Hedyotis spp.
The larvae are nocturnal foliage feeders that serve as important food items of nestling and fledgling
native forest birds. During the daytime, the larvae hide in moss or under bark (Haines and Foote2005).
Eight Scotorythra species were collected on the HFU during a survey by Howarth et al. (2003). Twoof these were considered new species. During a study by Goldsmith (2007), five species of endemic
Scotorythra were collected at the HFU. These specimens made up 83 percent of the Lepidoptera in
winter and 87 percent in summer. The KFU provides habitat for eight species of Scotorythra moths.
Scotorythra arboricolans and S. artemidora were the most abundant species, with 33 and 32
individuals collected from light field traps, respectively. Scotorythr arboricolans is found on all themain Hawaiian Islands, while S. artemidora is restricted to Hawai„i Island (Haines and Foote 2005).

Eopenthes (Coleoptera: Elateridae)
Three endemic Eopenthes click beetles (Coleoptera: Elateridae) are recorded on Hawai„i Island. This
genus is active almost exclusively during the summer months and is only found within mountainous
regions. Eopenthes larvae, which are typically found in decaying wood, presumably feed on otherinvertebrates. Adults, on the other hand, feed solely on nectar.
Although this genus was not reported during surveys at the HFU, it is expected to occur within theunit (Howarth et al. 2003). One specimen of Eopenthes was collected from blossoms of Hawaiian
holly (Ilex anomala) along the southern boundary of the KFU. This individual is most likely
E. cognatus, which is a SOC and former “Category 2” species. Additional Eopenthes individuals
were seen around Hawaiian holly blossoms (Haines and Foote 2005).

Dyscritomyia (Diptera: Calliphoridae)
In addition to the Drosophila genus, other Diptera species occur throughout the island. Twelve
species of Dyscritomyia flies (Diptera: Calliphoridae) occur on Hawai„i Island, generally confined tohigh-elevation wet habitats. The immature Dyscritomyia feeds on carrion (land snails), while theadults feed on snail slime trails and other liquid proteins. Only one Dyscritomyia species was foundduring the survey at Hakalau. Four orders of flies were found in the HFU (Howarth et al. 2003).

Hylaeus (Hymenoptera: Colletidae)
Of the 28 species of yellow-faced Hylaeus bees (Hymenoptera: Colletidae) on Hawai„i Island,
currently 17 are considered species of concern. Male Hylaeus bees tend to have distinct yellow
markings on the fronts of their heads. The adults eat the nectar of native plant species andsubsequently assist with pollination.

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No yellow-faced bees were reported during the HFU survey by Howarth et al. (2003), although thistaxa should occur onsite. Ten yellow-faced bee species were collected on the KFU. Three of these,
H. crabronoides, H. filicum, and H. specularis are extremely rare and local (Haines and Foote 2005).
Certain ant species compete with this genus for nesting sites (Mitchell et al. 2005).

Table 4-4. Arthropods Occurring at the HFU and KFU.
SPECIESARANEAE (Spiders)
Tetragnathidae
Tetragnatha quasimodo
Tetragnatha sp. 1
Tetragnatha sp. 2
Theridiidae
Theridion grallator
ODONATA (Dragonflies & Damselflies)
Aeshnidae
Anax strenuous
Coenagrionidae
Megalagrion calliphya calliphya
Megalagrion hawaiiense
Megalagrion amaurodytum peles
Megalagrion blackburni
ORTHOPTERA (Grasshoppers & Crickets)
Gryllidae
Laupala sp. 1
Leptogryllus sp. 1
Trigonidium spp.
DIPTERA (True Flies)
Calliphoridae
Dyscritomyia sp. 1
Drosophilidae
Drosophila basisetae
Drosophila conspicua
Drosophila heteroneura (CE)
Drosophila silvestris
Drosophila sproati
Drosophila tanythrix
MuscidaeLispocephala sp. 1
Pipunculidae
Cephalops sp.
Tipulidae
Gonomyia hawaiiensis

Chapter 4. Refuge Biology and Habitats

Hakalau
Kona UnitUnitNumber
Abundance Observed
C
S
R
2
S
R
R
S
R

2

C
S
C
R
8
4
116
13
80
93
R
R
R

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SPECIESHETEROPTERA (True bugs)
Colletidae
Hylaeus coniceps*
Hylaeus connectens*
Hylaeus crabronoides*
Hylaeus difficilis*
Hylaeus dumetorum
Hylaeus filicum*
Hylaeus pubescens*Hylaeus specularis
Hylaeus sphecodoides*
Hylaeus volcanicus
Miridae (Leaf bugs)
Kamehameha lunalilo
Koanoa hawaiiensis
Orthotylus sp. 1
Nabidae (damselbugs)
Nabis lusciosus
Nabis oscillans
Reduviidae (Assassin bugs)
Nesidiolestes selium
Saicella mulli
LEPIDOPTERA (Moths & Butterflies)
Crambidae
Omiodes accepta
Omiodes asaphombra
Omiodes localis
Omiodes (=Hedylepta) prichardii
Omiodes scotaea
Geometridae
Eupithecia craterias
Eupithecia monticolans
Eupithecia staurophragma
Prognostola cremnopsis
Scotorythra apicalis
Scotorythra arboricolens
Scotorythra artemidora
Scotorythra epixantha
Scotorythra euryphaea
Scotorythra goniastis
Scotorythra paludicola
Scotorythra rara
Scotorythra new sp. 5
Scotorythra new sp. 7
Scotorythra new sp. 13

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Hakalau
UnitAbundance

Kona UnitNumber
Observed

27
2
10
69

12
1
1
22
11
2

R
S
C
S
R
R

R

27
4
11
8
5
3
2

S
C
C
R
R
R
C
R
R

1
33
32
40
6
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SPECIES
Noctuidae
Agrotis epicremna
Haliophyle euclidias
Haliophyle flavistigma
Haliophyle ignita
Pseudaletia macrosaris
Pseudaletia sp. A
Oecophoridae
Thyrocopa sp.
Sphingidae
Hyles wilsoni
COLEOPTERA (Beetles)
Aglycyderidae
Proterhinus spp.
Proterhinus affinisProterhinus ferrugineus
Proterhinus hawaiiensis
Proterhinus similes
Proterhinus subangularis
Anobiidae
Xyletobius sp. 1
Carabidae
Bembidion spp.
Blackburnia sp. 1
Blackburnia sp. 2
Blackburnia sp. 3
Mecyclothorax sp. 1
Cerambycidae
Plagithmysus bilineatus
Plagithmysus clavigeris
Plagithmysus debilis
Plagithmysus nodifer
Plagithmysus vicinus vicinus
Plagithmysus varians
Plagithmysus sp.
Curculionidae
Achalles sp. 1
Oodemas sp. 1
Elateridae
Anchastus swezeyi
Eopenthes cognatus?
HYMENOPTERA (Wasps, Bees & Ants)
Ichneumonidae
Enicospilus sp. A
Enicospilus sp. B

Chapter 4. Refuge Biology and Habitats

Hakalau
UnitAbundance

Kona UnitNumber
Observed

R
C
R
R
R
R
C
11
S

11
6
5
43
6

S
S
S
S
S
R

C

3
X
X
X
4

S
62
1
S
S

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SPECIES

Hakalau
UnitAbundance
S

Kona UnitNumber
Observed

Enicospilus sp. C
Sphecidae
6
Ectemnius atripennis
Ectemnius sp. A
R
1
NEUROPTERA (Lacewings)
Chrysopidae
Anomalochrysa sp. A
R
Hemerobiidae
Micromus spp.
S
SPIROSTREPIDA (Millipedes)
Cambalidae
Nannolene sp. 1
S
R = Rare, S = Scarce, C = Common; * = Species of concern, CE = Candidate
endangered. Source: Howarth et al. (2003), Haines and Foote (2005).

4.8.5 Mollusks
Native land snails in Hawai„i are comprised of 767 currently identified endemic species within
51 genera (Mitchell et al. 2005). Most of these are endangered due to habitat destruction, shellcollecting, and predation by nonnative species (Howarth et al. 2003). Of the extant groups,
Tornatellides (Achatinellidae) and Succinea (Succineidae) are the most abundant (Mitchell et al.
2005). No endangered land snails occur on the Island of Hawai„i.
Mollusk surveys were conducted by Howarth et al. (2003) along two elevational transects in the
HFU: Pua „Ākala in the south and the Maulua tract in the north. Additional sampling was conductedin the Hakalau tract, along the dry gulch, and in the vicinity of the University of Hawai„i BiologicalField Station. A total of 231 live specimens and 111 empty shells were collected during this survey;
however, additional species are believed to occur in areas that were not sampled (Howarth et al.
2003).
Succinea cf. cepulla (Succineidae) and Tornatellides sp. (Achatinellidae) were the only two native
mollusk species found. In the Pua „Ākala Tract, two specimens of Succinea cf. cepulla were foundaround 4,200 ft elevation. The two specimens of Tornatellides sp. found at the Refuge were collectedin „ōhi„a leaf litter at the Maulua Tract and the Pua „Ākala Tract. This species has a translucent,conical shell measuring 0.12 inches long (Howarth et al. 2003).
Aquatic mollusks in Hawai„i favor brackish habitats and therefore are usually restricted to lower
elevation areas near the ocean. The endemic freshwater snail, hīhīwai, can live in higher elevation
freshwater areas; however, it would most likely not be able to reach the lower elevations of the HFU(Kinzie, pers. comm.).

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4.9 Endangered and Threatened Plants
Forty-four percent of all the endangered plants in the United States occur in the Hawaiian Islands(Messing et al. 2007). Currently, 343 plants are listed as Federal and State endangered species in theState of Hawai„i and 11 additional species are listed as threatened. Of these totals, 68 endangered
species and 1 threatened species occur on Hawai„i Island. Additional species are deemed candidates
for listing throughout the State.
Both units of the Hakalau Forest NWR contain endangered and threatened plants and/or containhabitat that could support endangered and threatened individuals. Endangered and threatened species
that occur (or potentially occur) at the Hakalau Forest NWR are listed in Table 4-2.
It is estimated that roughly 97 plant species that previously existed throughout the Hawaiian Islands
are now extinct (USFWS 2008). In an effort to avoid further extinctions, the Refuge outplants rare
species. Since 1987, close to 4,000 endangered plants have been outplanted on the HFU (USFWS,
unpubl.). Approximately 1,029 endangered plant species were propagated or outplanted on the HFU
in 2007 alone (USFWS 2007a). To date, no endangered or threatened species have been outplanted at
the KFU due to the presence of ungulates.
Endangered and threatened plants occurring on Hawai„i Island are specifically threatened bynonnative species such as ungulates, invertebrates, and invasive plants. Other factors that have thepotential to decrease plant populations include fire, recreational activities, military actions, disease,genetic limitations, and random events such as volcanic eruptions and hurricanes (USFWS 2008).
The Big Island Plant Cluster Recovery Plan (USFWS1996a) covers 22 endangered and threatened
plant species. According to this plan, the following objectives need to be obtained to delist an
endangered plant species:
Total of 8 - 10 populations documented on the island;
Each population must be naturally reproducing, stable, or increasing in number;
Each population must be secure from threats;
For long-lived and short-lived perennials, each population must have a minimum of 100 and
300 mature individuals, respectively;
For annuals, each population must have a minimum of 500 mature individuals; andEach population should persist at this level for a minimum of 5 consecutive years.
The Addendum to the Recovery Plan to the Big Island Plant Cluster Recovery Plan (1998a)
addresses 13 plant species on the island, including three that occur or potentially occur on the
Hakalau Forest NWR (Cyanea platyphylla, Phyllostegia racemosa, and P. velutina). Asplenium
peruvianum var. insulare is covered in the Recovery Plan for Four Species of Hawaiian Ferns(1998b). Specific delisting and downlisting criteria for these species are discussed below.

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Table 4-5. Endangered and Threatened Plant Species that Occur (or Potentially
Occur) at Hakalau Forest NWR.
Scientific Name
Aspleniaceae
Asplenium peruvianum
var. insulare
Campanulaceae
Clermontia lindseyana
Clermontia peleana
Clermontia pyrularia
Cyanea hamatiflora
subsp. carlsonii
Cyanea platyphylla
Cyanea shipmannii
Cyanea stictophylla
Caryophyllaceae
Silene hawaiiensis
Curcurbitaceae
Sicyos macrophyllus
Gesneriaceae
Cyrtandra tintinnabula
Lamiaceae
Phyllostegia floribunda
Phyllostegia racemosa
Phyllostegia velutina
Portulacaceae
Portulaca sclerocarpa
Solanaceae
Nothocestrum breviflorum

Common &Hawaiian Name(s)Spleenwort family-Bellflowers family„oha wai„oha wai„oha waihāhā„aku„aku
hāhā
hāhā
Pink family-Gourd family„anunuAfrican violet familyha„iwale
Mint family-kiponapona-Purslane familypo„eNightshade family„aiea

StatusHakalau
Unit

E
E
E
E

X
X (CH)P (CH)X (CH)

E
E
E
E

Kona
Unit

X

P (CH)P
X (CH)

X

T

P

C

X

E

X (CH)CE
E

X (CH)X (CH)

P
P

E

P

E

P

Status: E = Endangered; T = Threatened; C = Candidate.
Occurrence: X = Individuals known to occur on the unit; P = Potentially occurs on
the unit; CH = Critical habitat designated on the unit.

4.9.1 Asplenium peruvianum var. insulare
Asplenium peruvianum is a fern native to the Andes in South America. The Hawaiian variety, var.
insulare, is a federally listed endangered species. It was originally listed as Asplenium fragile var.
insulare in 1994. This delicate fern has glabrous fronds measuring between 6 - 18 in long and 0.41.2 in wide. The upper surfaces of the fronds have dull gray or brown stripes with two greenish
ridges. The long, narrow blades on the fronds are 1-pinnate and pale green to dark green. The sori, or
spore-producing bodies, are close to the main vein, with one to two on the lower side and two to fouron the upper side. Asplenium peruvianum var. insulare has creeping rhizomes measuring between
0.12-0.5 in in diameter. Compared to the variety in South America, the coarser Hawaiian variety islarger in size and the midribs of the fern blades (rachises) are thicker. In addition, almost all of the
pinnae (primary division of the compound blade) have a superior basal lobe (Palmer 2003).

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Asplenium peruvianum var. insulare is present on East Maui and Hawai„i Island between 5,4137,218 ft (Palmer 2003). The species historically occurred on the upper slopes of Mauna Loa above
Kipuka Ahiu, Pu„u Wa„awa„a on Hualālai, near Hilo, as well as at Kalaieha, Laumai„a, Keanakolu,
and „Umikoa on Mauna Kea (USFWS 1998b). Currently, it is known at Pu„u Huluhulu, Pōhakuloa
Training Area (PTA), Kūlani Correctional Facility, Keauhou, the Mauna Loa Strip Road in Hawai„i
Volcanoes National Park, Kapāpala Forest Reserve, Ka„ū Forest Reserve, and the summit area of
Hualālai. The largest population occurs at PTA. It is comprised of approximately 200 individuals
within 9 subpopulations (USFWS 1998b). The population at the Kapāpala Forest Reserve wascomprised of 300 mature individuals in 2003 (Federal Register 2003b). It is also found on the KFU.
On Maui, A. peruvianum var. insulare was recently reported in the Hanawī Natural Area Reserve(NAR) and has been previously sited on the north slope of Haleakalā and Kanahau Hill (USFWS
1998b).
The species grows almost exclusively in dark, moist environments such as rock crevices or in lava
tube openings (Palmer 2002) within montane wet, mesic, or dry forests, as well as subalpine dry
forest and shrublands (USFWS 1998b). The fern prefers areas receiving between 48-100 in per year.
It is often associated with mosses and liverworts (USFWS 1998b).
Palmer (2002, 2003) proposes that morphological and habitat differences within the species suggest
Asplenium peruvianum var. insulare may be divided into two taxa. One form is delicate,nonproliferous, longer, narrower, and light green in color. This form is often found in lava tubes
openings. In contrast, a coarser, proliferous, shorter, wider, darker green form is usually found in
more open areas (Palmer 2002, 2003).
Critical habitat is designated on both islands where Asplenium peruvianum var. insulare is present.
On Hawai„i Island, the critical habitat area encompasses 2,241 ac in the Pāhala watershed, which isthe southernmost critical habitat within the species‟ historical range. In addition, two populations
were given critical habitat designation on Maui (Federal Register 2003b).
Habitat degradation and browsing by sheep and goats are identified as the main threat to this species
existence. Cattle may also negatively impact A. peruvianum var. insulare. Nonnative fountain grass
is known to invade A. peruvianum var. insulare habitat. Some populations are also threatened bymilitary operations and fires that result from these operations, as well as construction activities(USFWS 1998b).
The downlisting criteria established in the Recovery Plan for Four Species of Hawaiian Ferns(1998b) requires 5-7 populations on both islands that are naturally reproducing, stable or increasing
in number, and secure. Each population must have a minimum of 300 mature individuals for
5 consecutive years. In order to delist the species, a total of 8-10 naturally reproducing, stable
populations must be documented on both Maui and Hawai„i Island. Each population must contain atleast 300 mature individuals per population for 5 consecutive years.

4.9.2 Clermontia lindseyana
Clermontia lindseyana is an endemic, small tree that was listed as endangered in April 1994. Species
within this genus are often referred to by the Hawaiian name „oha wai. The species grows between
8.2-20 ft in height and can occur as an epiphyte or terrestrial dweller. The oblance shaped leaves aredark green on the upper surface and pale green to purple on the underside. Clermontia lindseyana can
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Clermontia lindseyana occurs in wet „ōhi„a and mesic koa/„ōhi„a forests on the islands of Maui and
Hawai„i. On Maui, a single population of approximately 300 individuals is known to occur on theeastern part of the island around 4,500 ft. Historically, it also occurred on the southern slope of
Haleakalā. On Hawai„i Island, an estimated 11 populations occur between 4,680-6,200 ft. Currently,
these populations are comprised of a total of 86 individuals. The populations occur on or near thefollowing locations: Pīhā, Laupāhoehoe, Makahanaloa, Kukuiopa„e, Pu„u O„o, Kūlani Correctional
Facility, Kahikinui, Kūlani Boys Home, Ka„ū Forest Reserve, and both units of the Hakalau Forest
NWR. The largest population on the island (19 individuals) is found on the Ka„ū Forest Reserve.
Historical records show C. lindseyana occurring on the eastern slope of Mauna Kea and throughout
the slopes of Mauna Loa (USFWS 1996a).
At the HFU, wild individuals occur in the Upper Maulua (2), Lower Honohina Tract (4) and the
Hakalau Tract (4). Between 1999 and 2008, an estimated 988 C. lindseyana were outplanted in theUpper Honohina, Maulua, Pua „Ākala, and Hakalau Tracts. The majority of these (286 plants) were
outplanted in 2001 (USFWS, unpubl., Jeffrey et al. 2001).
In 2003, three critical habitat units encompassing roughly 10,459 ac were designated forC. lindseyana on the Island of Hawai„i. Critical habitat was also previously designated for two
populations on Maui. Of the total critical habitat area, 2,202 ac occur within the HFU (Federal
Register 2003b).
Invasive species, such as cattle, goats, pigs, rats, nonnative invertebrates and invasive plants, are theprimary threats to C. lindseyana. Animal species can trample and graze plants, or facilitate the spreadof nonnative plants. Both kikuyu grass and banana poka are known to directly compete with
C. lindseyana (USFWS 1996a). Rats are known to have eaten all of the fruit and seeds from the wild
individuals of C. lindseyana (USFWS 1996b).

4.9.3 Clermontia peleana
Listed as federally endangered in April 1994, Clermontia peleana is endemic to Hawai„i Island. It
can grow on the ground or as an epiphyte on „ōhi„a, koa, „ōlapa, and „ama„u. The leaves are oblong
to elliptic and alternately arranged. The petals and flower parts are fused into a tube and curved
down. Flowers can be two colors depending on subspecies – peleana is black to purple andsinguliflora is green to white. Flowering has been observed between June-November. The orange
fruits are berries measuring 1.2 in wide.
Clermontia peleana is historically known from the northeastern and southeastern slopes of MaunaKea, as well as the eastern slopes of Mauna Loa. The subspecies singuliflora was previously foundon the northern slope of Mauna Kea and at Haleakalā on the island of Maui; however, it is now
presumed extirpated (USFWS 1996a). Approximately four populations of peleana currently occur inmontane wet „ōhi„a forests at Keanakolu, Pāpa„aloa, and Pi„ihonua on the Island of Hawai„i. These
populations are estimated to contain roughly eight individuals (USFWS 1996a).

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The taxon grows in wet forests dominated by koa, „ōhi„a, and tree ferns at elevations between 1,8003,800 ft. The native plants kolokolo mokihana and naupaka kuahiwi are known to occur with thisspecies (USFWS 1996a).
According to the Big Island Plant Cluster Recovery Plan (1996a), ungulates, rats, and humans wereidentified as the main threats to C. peleana. Habitat has been disturbed by ungulates and humans
planting marijuana. Reproductive ability of C. peleana may be reduced due to a lack of pollinators.
In addition, random natural events could eliminate the small population size.
A total of 38,664 ac of critical habitat were designated for Clermontia peleana on Hawai„i Island.
Only four individuals existed within the three critical habitat units at the time of designation.
Although one unit lies mostly within Hakalau Forest NWR (as well as a small section of the Hilo
Forest Reserve), C. peleana is not currently known to occur there. No critical habitat has been
designated on Maui (Federal Register 2003b). In December 2008, in coordination with the Plant
Extinction Prevention Program, over 800 C. peleana were outplanted in six gulch areas at
approximately 5,000 ft elevation at the HFU.

4.9.4 Clermontia pyrularia
Clermontia pyrularia is an endangered lobeliad that reaches a height of 9.8-13 ft. The toothed leaf
blades are narrow and elliptical. The blades are attached to winged petioles, or stalks. Each flower issuspended by a flower stalk and attached to a cluster of 2-5 flowers. The species name is derived
from pyrus (pear) because of its orange, pear-shaped berries.
Currently, C. pyrularia is found between 5,900-6,240 ft on the Hawai„i Island, although it is able tosurvive at elevations as low as 3,000 ft and as high as 7,000 ft. It occurs in montane wet and mesic„ōhi„a and koa forests in North Hilo at Laupāhoehoe and Pīhā, the State land adjacent to the HFU.
Subalpine dry forests dominated by „ōhi„a can also provide suitable habitat (Federal Register 2003b).
The previously found population in the Laupāhoehoe Natural Area Reserve no longer exists (USFWS
1996a, 1996b). One individual from the population at Pīhā died from unknown causes in 1995;
however, an additional 14 individuals were found in the area by 2001 (Jeffrey et al. 2001). Using
seeds from these plants, the Refuge experimentally outplanted 30 C. pyrularia seedlings in two
exclosures at HFU in 1990 and 1992 (USFWS 1996a, 1996b). By 2001, 12 individuals at 7 sites werestill living. To date a total of 846 C. pyrularia have been outplanted within the Refuge (USFWS,
unpubl.). Subalpine dry forests dominated by „ōhi„a can also provide suitable habitat (Federal
Register 2003b).
It was found that although C. pyrularia seeds will grow slowly at 3,800 ft, this species grows best
between 6,000-6,400 ft. Seeds of this species will not germinate below 2,000 ft (USFWS 1996b).
Nonnative vegetation has contributed to population declines of C. pyrularia in suitable habitat. For
example, banana poka, which forms a dense curtain that shades out seedlings, is negatively impacting
C. pyrularia in some areas. Pigs have been observed dispersing the fruits of banana poka and canalso trample native flora. Ongoing other threats include rats, invertebrates, humans, and small
disjunct populations with limited opportunities for pollination (USFWS 1996a).

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In 2003, 6,823 ac of critical habitat were designated for C. pyrularia. Critical habitat has been
designated at the HFU. The critical habitat unit located completely within the HFU provides habitat
for three populations of 300 individuals; however, no individuals occurred on the unit at the time ofdesignation. The south and north-central portion of the second critical habitat unit is also locatedwithin the Refuge unit (Federal Register 2003b). Ex situ, or offsite, planting is needed to increase
population numbers at these areas (USFWS, publ.).

4.9.5 Hāhā (Cyanea hamatiflora)
Several species within the Cyanea genus are referred to by the Hawaiian name hāhā. The genus isendemic to the Hawaiian Islands, with 11 species and 5 subspecies on Hawai„i Island. Cyanea
hamatiflora subsp. carlsonii is an endangered species typically found in montane wet „ōhi„a andmesic koa/„ōhi„a forests of the west side of the island. This palm-like tree can grow between 9.8-26 ft
in height. The sessile leaves average between 20-31 in long and the flowers cluster in groups of 5-10
(USFWS 1996a). The sepals and magenta petals of C. hamatiflora subsp. carlsonii are fused into an
oval tube. The berries are oval and purplish red in color. The other subspecies – hamatiflora – iscommon throughout East Maui. The Hawai„i Island subspecies can be distinguished by its stalklessleaves, larger flower stalks, and longer calyx lobes (USFWS 1996a, Mitchell et al. 2005).
The current distribution of the species ranges from 5,220-5,700 ft on the western slopes of Hualālai(Mitchell et al. 2005). In 2003, 14 individuals existed in the Honua„ula Forest Reserve within the
Wai„aha watershed and a single individual was known from the Kīpāhoehoe NAR within the Ki„ilae
watershed (Federal Register 2003b). Currently, populations occur at the Honua„ula Forest Reserve
and at privately owned land at Kēōkea in South Kona. In 2005, about 16 plants were recorded at„Ōlelomoana. Fifty-one individuals were outplanted within the native range at the Honua„ula Forest
Reserve and Pu„u Wa„awa„a. These outplantings have not been successful and the population has
declined to roughly 3-4 individuals (Mitchell et al. 2005).
Although no C. hamatiflora carlsonii are currently known from the KFU, the area is considered a
key potential habitat for the species (Federal Register 2003b). No individuals have been found in theareas since the 1960s (USFWS, unpubl.). Approximately 2,583 ac of land in South Kona were
designated as critical habitat for this species in 2003. Of this total, approximately 1,475 ac lie within
KFU (USFWS 2008). Three additional critical habitat units were designated in the Honua„ula Forest
Reserve, South Kona Forest Reserve, and Kīpāhoehoe NAR (Federal Register 2003b).
Potential risks to C. hamatiflora include cattle, rats, nonnative plants, and small, disjunct populations(USFWS 1996a). Ungulate disturbance provides an opportunity for invasive plants, such as banana
poka, to take over an area and directly compete with C. hamatiflora carlsonii. In addition,
reproductive success is reduced by a limited gene pool and further depleted by birds and rats that eat
the seeds. Caterpillar seed damage has also been observed on this species (USFWS 1996a).

4.9.6 ‘Aku‘aku (Cyanea platyphylla)
Cyanea platyphylla, or „aku„aku, is a small unbranched shrub endemic to the island of Hawai„i. The
palm-like shrub reaches between 3-10 ft tall and is covered by short spines on the upper portion of
the stems. The leaves of juvenile plants have prickles on the leaves and stalks and measure between
4.1-10 in long and 1.6 -3 in wide. Adult plants have only sparsely prickled leaves. Adult leaves are

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Compared to other species within the genus, the flowers of C. platyphylla are small. The bases of theflower parts (sepals, petals, and stamens) are fused together in a structure known as a hypanthium.
The petals are white or yellowish with magenta strips and there are five triangular sepals. The paleorange berries measure 0.3-0.4 in long and 0.2-0.3 in wide (Mitchell et al. 2005).
Historically, C. platyphylla was known to occur in the following areas: Waipio Valley, Kohala
Mountains, Laupāhoehoe; in the mountains above Hilo, Pahoa, Glenwood, and Honaunau; and at theunknown location named “Kalanilehua.” According to the Addendum to the Big Island Plant Cluster
Recovery Plan (1998a), two naturally occurring C. platyphylla populations consisting of nine
individuals existed in the late 20th century. These occurred in the Laupāhoehoe NAR and along
Saddle Road. In 2003, six occurrences of C. platyphylla were known (Federal Register 2003b). Morerecent estimates suggest that there are 4-6 populations consisting of 50-100 plants. In 2004,
2 individuals were found at a population near Kilau Stream and 11 plants were found in the
Laupāhoehoe NAR. No individuals are known from Hakalau Forest NWR. Additional surveys in thehistorical range and likely habitat areas are needed to determine the exact distribution of the species(Mitchell et al. 2005).
Montane wet „ōhi„a forests are the preferred habitat of C. platyphylla, although it can be found inlowland areas. It has been reported to occur between 390-3,000 ft in association with hāpu„u, ho„i„o,hame, „oha wai, pilo, and ha„iwale (USFWS 1998a).
Two critical habitat units were designated in 2003, encompassing 7,234 ac. The first unit is locatedprimarily within the Laupāhoehoe NAR, with a small portion in the northwest in the Hilo Forest
Reserve. The second unit is within the Wailuku watershed in the Hilo Forest Reserve (Federal
Register 2003b).
Competition with introduced plants has resulted in C. platyphylla population declines. Nonnative
mammals, such as rats and pigs, also threaten existing populations by modifying habitat and eating
the fruit (USFWS 1998a). Hawai„i‟s Comprehensive Wildlife Conservation Strategy (2005) and theAddendum to the Big Island Plant Cluster Recovery Plan (1998a) also identify volcanic activity,
stochastic events, and reduced reproduction vigor as threats.
The downlisting criterion established in the Addendum to the Big Island Plant Cluster Recovery Plan
(1998a) requires 5-7 populations of at least 100 mature plants each that are sustained for a 5-year
period. The delisting criterion requires 8-10 populations of C. platyphylla with at least 200 matureplants each. These populations must be sustained for 5 consecutive years.

4.9.7 Cyanea shipmanii
Cyanea shipmanii is a small, palm-like understory species. The shrub can be unbranched or have few
branches and reaches a maximum height of 13 ft. Cyanea shipmannii is characterized by its slender
stems and pinnately lobed leaves. The stalked leaves are deeply cut into 20-30 lobes per leaf
(Mitchell et al. 2005). Young plants have sharp projections on their stems and leaves, typically only
up to about 3.5 ft. This may be an evolved defense against flightless geese or ducks that once existedon the island (Jeffrey, pers. comm.). The flowers of C. shipmanii have fine hairs and are grouped inclusters of 10-15. The flower petals are whitish green and fused into a curved, five-lobed tube. Theorange berry is ellipsoid in shape (Mitchell et al. 2005).
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This species occurs on the eastern slope of Mauna Kea and south across the Waiākea Forest Reserveand into the lands of the Kūlani Correctional Facility on the southeastern slope of Mauna Loa, inmontane wet „ōhi„a andmesic koa/„ōhi„a forest habitat. The elevational range is 5,400-6,200 ft.
Additional native species that have been observed with C. shipmanii are kōlea and kāwa„u. In 1840,
approximately 50 individuals were found and only one was mature. In the late 1990s a single plant
was found in a ravine in the Upper Waiākea Forest Reserve. A small fence was constructed to protect
the plant from pigs (USFWS 1996a, Mitchell et al. 2005). Another single individual was known in
the Mauna Loa Forest Reserve (Federal Register 2003b). Five C. shipmanii were found in the Pua„Ākala and Hakalau Tracts of the HFU in 1993 (USFWS 1996a, Van Driesche and Van Driesche
2000, Jeffrey et al. 2001, Mitchell et al. 2005). All but one individual had died by 2000 and theremaining plant was too young to reproduce. Using seed from Waiākea, 109 C. shipmanii were
outplanted at the Refuge (HFU) from 1999-2001 (Jeffrey et al. 2001). From 2002-2008, an additional
602 C. shipmanii were outplanted (USFWS, unpubl.).
Of the 6,088 ac of critical habitat designated for C. shipmanii, over 64 percent occurs within the
HFU. This area encompasses Pua „Ākala and portions of „Āwehi, Honoli„i, and Kapue streams. Two
additional units were designated on land within the „Ōla„a-Kīlauea Partnership (now the Three
Mountain Alliance) and in the Mauna Loa Forest Reserve (Federal Register 2003b).
Pigs are known to impact the reproduction of this species and destroy the natural seed bank (VanDriesche and Van Driesche 2000). Existing populations are also threatened by invasive plants andrats. In the early 1990s rats were known to have eaten all of the fruit and seeds from the known
individuals of the endangered C. shipmanii at the HFU (USFWS 1996b). Although sporadic rodent
control has been employed, these remote areas are difficult to access (Jeffrey et al. 2001). Due to thesmall population size, the species is also in danger of extinction from random events, loss ofreproduction vigor, or reduced pollination (Mitchell et al. 2005).

4.9.8 Cyanea stictophylla
The endangered Cyanea stictophylla is a small tree or shrub with a height from 2-20 ft. The stems
often possess sharp projections and have few branches. The long and narrow leaves have lobed or
toothed blades that are 7.8-15 in long. Five or six large, deeply lobed flowers cluster at the tip of themain flower stalk. The hypanthium is oval and slightly hairy. The petals are yellowish white or
purple, while the berries are orange (USFWS 1996a).
Historical records show that C. stictophylla occurred on the western, southern, and eastern slopes of
Mauna Loa. Three existing populations occur in montane wet „ōhi„a and mesic koa/„ōhi„a forests
between 2,500-6,400 ft. These population contain about 15 individuals and are located at Keauhou inKa„ū, Kohae in South Kona, and Pu„u Wa„awa„a in North Kona. Six plants occur at Kukui o Pa„eand 10 at Olelomoana (USFWS 1996a). An additional 46 have been planted in enclosures at the Ka„ū
Forest Reserve and Pu„u Wa„awa„a (Mitchell et al. 2005). Alani and opuhe occur in association withthis species (USFWS 1996a).
Two C. stictophylla were known from lava tube skylights at the KFU. Both were thought to havedied from rat damage in 2007 (Jeffrey, pers. comm.).
Four critical habitat units have been allocated for the C. stictophylla, of which two are occupied.
These areas include the South Kona Forest Reserve, Kīpāhoehoe NAR, Ka„ū Forest Reserve, and
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Register 2003b).
Cyanea stictophylla is threatened by a limited population, which makes it vulnerable to random
events and decreased reproduction vigor. Cattle, pigs, and rats are the primary invasive mammals thatadversely impact this species (USFWS 1996a).

4.9.9 Ha‘iwale (Cyrtandra tintinnabula)
The small Cyrtandra tintinnabula shrub, or ha„iwale, grows to 3.3-6.6 ft in height. The papery leaf
blades are oval shaped and have yellow brown hairs, especially on the lower surface. The blades aretoothed and range from 2-4.9 in wide and 5-10 in long. Three to six flowers group together at themain stalk. The bracts (modified leaves) are oval or heart-shaped, while the five white petals are
fused into a soft, hairy, tube. The bell-shaped calyx (sepals) distinguishes C. tintinnabula from otherspecies in the genus. The calyx is densely hairy and pale green (USFWS 1996a).
Ha„iwale survives in wet forest dominated by koa, „ōhi„a, and hāpu„u. It has been reported to occur
with pili and other species in the Cyrtandra genus at elevations of 2,100-3,400 ft (USFWS 1996a).
Since the early 1900s, ha„iwale has been reported at three locations on the northeastern slopes of
Mauna Kea. Currently, there are approximately 25 known individuals at the HFU within the Middle
Maulua Unit at elevations above 4,600 ft (Jeffrey, pers. comm.). A single plant was found at
Honohina in the HFU in 1976 (USFWS 1996a). Off the Refuge, a population is found at Kilau
Stream in the Laupāhoehoe area. Roughly 16 individuals were found at 2,400 ft on the stream and an
additional individual was found at 2,940 ft. Attempts to germinate the seeds and propagate thisspecies at the Refuge greenhouse have not been successful (Jeffrey et al. 2001).
Two critical habitat units were created for the species in 2003. This included areas in the
Laupāhoehoe NAR and the Hilo Forest Reserve. The total critical habitat area encompasses 6,672 ac(Federal Register 2003b).
Anthropogenic activities, as well as impacts from goats and pigs are listed as the key threats to thetaxa. Pigs and goats directly damage the plant by browsing and indirectly impact the habitat byfacilitating the spread of invasive plant species. Random events also threaten the existence ofha„iwale (USFWS 1996a).

4.9.10 ‘Aiea (Nothocestrum breviflorum)
Nothocestrum breviflorum, also referred by the Hawaiian name of „aiea, is a long-lived perennial
endemic to the Island of Hawai„i. The tree was listed as endangered in March 1994. Reaching
between 33-39 ft in height, „aiea has a soft, dark brown trunk. The thick, stalked leaves are oblong toelliptic in shape and are shed seasonally. The lower surface is densely pubescent, while the uppersurface is glabrous to lightly pubescent. More than three flowers are clustered on spur-like branches.
The greenish-yellow petals have four lobes and are hairy on the outside. The round berries, which areenclosed by the calyx, are orange to red and measure 0.2-0.3 in in diameter. These fruits have been
observed December - January.

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„Aiea has been documented at the western, southern, and eastern slopes of Mauna Loa, at thesouthern Kohala mountains, and the northern slopes of Hualālai. The elevational range is between
260-6,000 ft. Current „aiea populations are restricted to the western side of the island from South
Kohala to Kamā„oa-Pu„u„eo. An estimated six populations currently exist, with few individuals(1-4 plants) in each population (USFWS 1996a). In 2003, roughly 6 individuals were known within
the Kohala Forest Reserve and 165 individuals were identified near Po„ohoho„o summit (Federal
Register 2003b). Although no „aiea is known to currently occur on the KFU, plants do exist in
adjacent areas (McCandless Ranch).
The primary habitats for „aiea are lowland dry forest, montane dry forest, and montane mesic forests
dominated by „ōhi„a and koa, as well as uluhe. Several other endangered plants are known to occur
with this species (USFWS 1996a).
Three critical habitat units were established for „aiea in 2003, covering 12,708 ac. The largest unit iswithin the Kīholo watershed, which is the southwestern most portion of the historical range.
Additional land is designated in the Kohala Forest Reserve and between the Kohala Forest Reserveand the Waimanu Estuarine Research Reserve (Federal Register 2003b).
The following threats are identified in the Big Island Plant Cluster Recovery Plan (1996a): cattle,
sheep, nonnative plants, fire, and human impact. Christmas berry, fountain grass, lantana, and koa
haole have been noted as contributing to the decline of this species by increasing the risk of fire
(USFWS 1996a).

4.9.11 Phyllostegia floribunda
The erect subshrub Phyllostegia floribunda is a candidate species for listing as threatened or
endangered. As a candidate species, P. floribunda is not protected by the ESA or covered by the Big
Island Plant Cluster Recovery Plan (USFWS 1996a) or Addendum (USFWS 1998a). However, thepopulations within the HAVO are provided some protection under the National Park Service Act(16 U.S.C. §§1-18f-1) and the enabling legislation for the Park (16 U.S.C. § 396) (Pub. Law 95-635,
16 U.S.C. § 1132).
The ovate to elliptic leaves of P. floribunda are moderately hairy and pale on the lower surface. They
measure 4.7-9.4 in long and 1.8-3.3 in wide. The flowers are maroon to red and white at the base of
the floral tube. The flowers are clustered in pairs to form unbranched inflorescences. Similar to otherspecies in the genus Phyllostegia, the flowers are fragrant and predominantly insect pollinated. The
dry and hard fruit is a nut measuring 0.12-0.14 in long.
This species was previously found in a wide variety of locations, including the Kohala Mountains,Ka„ū, North and South Kona, the windward sides of Mauna Loa and Kīlauea, and the windward sideof Mauna Kea (including the Laupāhoehoe Natural Area Reserve, Waiākea Forest Reserve, andprivate land at Pa„auilo) (NatureServe 2007). It occurs between 1,410-3,700 ft in elevation in moist
to wet forests (Wagner et al. 1999). The current total population is believed to consist of less than
100 naturally occurring individuals and 170 outplanted individuals in 10 locations (Federal Register2007). Most of the populations occur within the Laupāhoehoe NAR and Hawai„i Volcanoes National
Park, with additional populations in the „Ōla„aForest Reserve, Waiākea Forest Reserves, Pu„u
Maka„ala NAR, and Kīpāhoehoe NAR. Only the populations at the Laupāhoehoe and Pu„u Maka„ala
NAR are naturally occurring. The Nature Conservancy (TNC) also outplanted 20 individuals at
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Honomalino in South Kona. Most of the populations are comprised of fewer than 10 individuals and7 populations are protected by fences (USFWS 2007b). Specimens found on the KFU are currently
pending verification, based on cuttings being grown at the Volcano Rare Plant Facility (Jeffrey, pers.
comm.).
Pigs have been identified as the primary threat to the survival of this species. In addition, various
nonnative plants directly compete with naturally and outplanted populations of P. floribunda. Humanthreats include ranching, logging, agriculture, urban development, and homesteading. Natural threats
include volcanic activity and fires ignited by volcanic activity (Federal Register 2007b, USFWS2007).

4.9.12 Kīponapona (Phyllostegia racemosa)Phyllostegia racemosa, or kīponapona, is an endangered climbing vine with square stems. The
opposite leaves are oblong shaped and covered with short, soft hairs. The leaves have rounded teeth
and measure 1.3-2.4 in long and 0.6-1.7 in wide. The white flowers are clustered in groups of 6-12 at
the base of the leaves and the stems and densely covered with short hairs. The hard, dry fruit istypically 0.06-0.08 in in length. This plant is also characterized by the spicy odor of its foliage.
Located from 4,650-6,070 ft, kīponapona primarily occurs in montane wet or mesic forest dominatedby „ōhi„a and koa, as well as hāpu„u. Other associated taxa include „ōhelo, „ākala, and lau kahi
(USFWS 1998a).
It was historically found near Mauna Kea in the Hakalau and Saddle Road areas, as well as near
Mauna Loa in Kūlani/Keauhou and Kīpuka„āhiu areas. Four populations are known to presently
occur in the Kūlani/Keauhou area, at the HFU, and at Hawai„i Volcanoes National Park. These
populations are comprised of 25-45 individuals (Mitchell et al. 2005). Seven individuals were present
on the HFU in 2001 within the Upper Maulua and Hakalau Units (Jeffrey et al. 2001). To date,roughly 1,043 kīponapona have been outplanted at the HFU. Of this total, nearly 775 were outplanted
in 2007 (USFWS, unpubl.).
Over 2,317 ac of critical habitat has been designated at the HFU, including Pua „Ākala and portionsof „Āwehi, Honoli„i, and Kapu„e streams. Areas within the Hilo Forest Reserve and land managed bythe „Ōla„a–Kīlauea Partnership have also been designated. Although no individuals exist within the„Ōla„a–Kīlauea Partnership lands, these areas were deemed critical habitat because 12 individuals
occur on the adjacent Kamehameha Schools land (Federal Register 2003b).
Ungulates, such as pigs and cattle, are a key threat to the species. Ungulates have destroyed at least
four plants in the HFU since 1994 (Jeffrey et al. 2001). Nonnative plant competition, logging, andvolcanic activity are also suspected as reasons for population decline (USFWS 1998a).
The downlisting objectives listed in the Addendum to the Big Island Plant Cluster Recovery Plan
(1998a) state a total of 5-7 populations need to be documented, with a minimum of 300 matureindividuals per population. For delisting, 8-10 populations are required, with at least 300 matureplants each. These populations need to persist for 5 consecutive years (USFWS 1998a).

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4.9.13 Phyllostegia velutina
Phyllostegia velutina is an endangered climbing vine. The thick leaves are slightly egg shaped withserrate margins. The leaves measure 3.6-6.9 in long and 1-2 in wide. The leaves have dense, straighthairs, while the square stems have downward pointing hairs. The white flowers are compactly
clustered in groups of 6-10 in the axils of the leaves. The dry fruit is divided into four nutlets. The
fruit is larger than the previous Phyllostegia described, with a length of 0.1-0.2 in.
Historically, P. velutina was reported on the southern slopes of Hualālai and various slopes of Mauna
Loa. In 2003, there were 5 populations consisting of 63-116 plants. These populations were locatedat the Honua„ula Forest Reserve, near the Waiea tract in South Kona, in Pu„u Wa„awa„a, and nearand at the Kūlani Correctional Facility (USFWS 1998a). Current estimates published in the Federal
Register (2003b) list eight occurrences, with an unknown number of individuals in the Ka„ū Forest
Reserve and seven individuals within the Ka„ahakini watershed near the Kūlani summit and on
adjacent Kamehameha Schools land. Only a single P. velutina is known to occur in a gulch within
the HFU. One hundred and twelve P. velutina have been outplanted at the HFU from 1999-2007(USFWS, unpubl.). P. velutina potentially occurs in the KFU (USFWS, unpubl.).
The preferred habitat for P. velutina is montane mesic and wet forests dominated by koa and „ōhi„a.
It occurs between 4,900-6,000 ft. The following species have been recorded with P. velutina: hāpu„u,„ōhelo, „akala, lau-kahi, „ōlapa, māmaki, kōlea, and kāwa„u (USFWS 1998a).
Phyllostegis velutina is threatened by ungulates, such as cattle, pigs, and sheep. Logging, roadclearing, prison expansion, and other human activities have also caused population declines. Growthof nonnative plant species (Pennisetum setaceum, Rubus ellipticus, Paspalum urvillei, andPennisetum clandestinum) has impacted the species. In addition, fire and volcanic activity has
contributed to the decline (USFWS 1998a).
The 9,009 ac critical habitat area for P. velutina has the potential to support 10 populations, eachwith 300 mature, reproducing individuals. These units include land in the Ka„ū Forest Reserve within
the Pahala watershed and land managed by the „Ōla„a–Kīlauea Partnership within the Ka„ahakini
watershed (Federal Register 2003b). No critical habitat has been designated at the HFU.

4.9.14 Po‘e (Portulaca sclerocarpa)
Portulaca sclerocarpa, or po„e, is a perennial herb that was listed as federally endangered in 1994.
The prostrate stems reach up to 8 in tall. The sessile leaves are gray to pale green and linear shaped.
There is a tuft of yellowish brown hairs in the axil. The flowers are arranged in cyme inflorescencescomposed of 3-6 white or pink blossoms. The taproot is fleshy and tuberous, but becomes woody.
Approximately 0.16-0.18 in long, the fruit is a capsule (dry and dehiscent) containing dark reddish
brown seeds. This species closely resembles P. villosa but can be distinguished by its thicker fruit.
Po„e occurs on Hawai„i Island and at one location on the Island of Lāna„i. On Lāna„i, it occurs incoastal habitat on Po„opo„o Islet. The population is located on private land and contains about
10 plants (Federal Register 2003a). On Hawai„i Island, po„e is found between 3,087-5,360 ft where it
grows in weathered Mauna Kea soils, cinder cones, or geologically young lavas. It is known to occur

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near stream vents and in montane dry forest and shrubland dominated by koa, „ōhi„a, and māmane.
The species is known to occur with „a„ali„i and nehe.
On Hawai„i Island, po„e historically occurs in the Kohala Mountains, the northern slopes of Hualālai,the northwestern slopes of Mauna Loa, and near Kīlauea Crater (USFWS 1996a). There are
estimated to be 24 occurrences of po„e on Hawai„i Island currently. The population in Hawai„i
Volcanoes National Park consisted of 900 individuals in 2003 (Federal Register 2003b). Populations
also occur at the PTA and Parker Ranch. Although no po„e have been found the KFU, plants are
known from the adjacent area.
The critical habitat unit for po„e covers 10,848 ac of Hawai„i Volcanoes National Park. It contains
the Keanakāko„i, Koko„olau, and Puhimau craters, as well as Lele o Kalihipa„a Pali and a portion of
the 1921 lava flow. Roughly 19 ac of critical habitat were also designated for the population on
Lāna„i (Federal Register 2003a, 2003b).
Invasive mammals (goats, pigs, sheep) and invasive plants threaten populations of this species.
Fountain grass and broomsedge are particular threats to po„e as a result of competition. Furthermore,existing populations occur in fire-prone areas that are susceptible to human impacts (USFWS 1996a).
The coastal Lāna„i population is threatened by invasive plants, fire, and larval herbivory by anonnative sphinx moth (Federal Register 2003a).

4.9.15 ‘Ānunu (Sicyos macrophyllus)
Sicyos macrophyllus, also known as „ānunu, is a candidate for the list of threatened and endangered
species. It does not receive protection under the ESA or Hawai„i's endangered species law nor is it
covered in a recovery plan. This perennial vine has long stems reaching almost 50 ft. These stems aresparsely hairy and have black spots. The leaves are heart-shaped with a notch at the base andattached to coiling tendrils. Each leaf has 3-5 lobes and the central lobe is sharply pointed. The
flowers occur in hairy, branched inflorescences. The green fruit is rounded and ribbed.
This species is found in montane wet „ōhi„a forests, mesic koa/„ōhi„a forests, and subalpinemāmane/naio forests. It occurs between 4,000 -6,600 ft elevation on the Island of Hawai„i (USFWS
2007c).
The historical distribution of „ānunu includes Pu„u Wa„awa„a, Laupāhoehoe, Puna, and South Kona.
The current distribution of the species encompasses six populations of several hundred individuals in
the Kohala and Mauna Kea areas. One population occurs at Kīpuka Kī in Hawai„i Volcanoes
National Park. The remainder are located in State-owned game management areas in Pu„u Huluhulu,
South Kona, Pu„u Wa„awa„a, Pu„uMali, and Waika (Federal Register 2007, USFWS 2007c). One„ānunu is known to occur within the KFU.
The species is susceptible to pigs, cattle, and sheep that degrade and destroy habitat. Nonnativeplants also compete for space, nutrients, water, air, and light. Although pigs are excluded in someareas by fencing, the fences are not sheep-proof and must be continually maintained (Federal
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4.9.16 Silene hawaiiensis
Silene hawaiiensis is a sprawling shrub federally listed as threatened. The climbing stems are
typically 6-16 in long and slightly hairy. The leaves are slender, with hairs concentrated along themargins and toward the base. The flowers, which are arranged in branched inflorescences, aregreenish white and maroon below. These clusters are extremely sticky. Pale brown seeds are
enclosed in a capsule (dry fruit) that is 0.26-0.31 in in length. The enlarged root is spindle-shaped.
Silene hawaiiensis is endemic to the Island of Hawai„i from 3,352-7,915 ft. It occurs within montane
and subalpine dry shrubland on weathered lava, on various aged lava flows, and cinder substrates(Federal Register 2003b). Historically, S. hawaiiensis could be found on the western slope of MaunaKea, the Humu„ula Saddle, near Kīlauea Crater, and along the slopes of Mauna Loa. Current
populations exist in the Hāmākua District, on Humu„ula Saddle, at PTA, north of Pu„u Keanui, andin Hawai„i Volcanoes National Park (Federal Register 2003, Mitchell et al. 2005). In 2003, there are
156 occurrences of S. hawaiiensis. From 5,651-5,751 individuals were found at Hawai„i Volcanoes
National Park. The specimen identified on the KFU is currently pending verification. The shrub isfound in association with the following native flora: „ōhi„a, māmane, „a„ali„i, pūkiawe, pāwale, and„ōhelo (Federal Register 2003b).
Two critical habitat units covering 6,908 ac were designated for the species within Hawai„i
Volcanoes National Park. These areas contain portions of Kīlauea Crater, Kīpukakulalio, Uwēkahuna
Bluff, Halema„uma„u Crater, and segments of the lava flows of 1919, 1921, and 1961 (Federal
Register 2003b).
Significant threats to S. hawaiiensis include grazing and trampling by goats, pigs, and sheep.
Ungulates easily break the branches and stems of this species. Competition with nonnative plants,
especially fountain grass, is another issue. The populations are also susceptible to human impacts
such as fire and disturbance due to military exercise (USFWS 1996a, Mitchell et al. 2005). No S.
hawaiiensis are known from Refuge lands, however it is known to be above the HFU atapproximately 7,000 ft.-10,000 ft in elevation

4.10 Other Native Plants
The plants now considered native to Hawai„i arrived to the archipelago via natural means such as
wind, water, or birds. According to Wagner et al. (1999), the native Hawaiian flora is comprised ofroughly 956 species within 87 families. Approximately 89 percent of these species are endemic(found only in Hawai„i), while the remainder are indigenous (naturally found in Hawai„i andelsewhere). Table 4-6 lists the native plant species found on either Refuge unit.

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Table 4-6. Native Hawaiian Plants Found on the Units of the Hakalau Forest NWR.
Scientific Name
Amaranthaceae
Charpentiera obovata
Apiaceae
Sanicula sandwicensis
Apocynaceae
Alyxia oliviformis
Aquifoliaceae
Ilex anomala
Araliaceae
Cheirodendron trigynum
Tetraplasandra oahuensis
Arecaceae
Pritchardia beccariana
Aspleniaceae
Asplenium aethiopicum
Asplenium contiguum
Asplenium lobulatum
Asplenium macraei
Asplenium normale
Asplenium schizophyllum
Asplenium unilaterale
Athyriaceae
Athyrium microphyllum
Diplazium sandwichianum
Blechnaceae
Sadleria cyatheoides
Sadleria pallida
Sadleria souleyetiana
Sadleria squarrosa
Campanulaceae
Clermontia spp.
Cyanea marksii
Cyperaceae
Carex alligata
Carex macloviana
Carex wahuensis var. rubiginosa
Eleocharis obtusa
Machaerina angustifolia
Uncinia uncinata

Chapter 4. Refuge Biology and Habitats

Common &Hawaiian Name(s)Amaranth family
pāpalaParsley family-Dogbane family
maile
Holly familykāwa„u, „aiea
Panax family„ōlapa„ohe mauka
Palm family
loulu
Spleenwort family„iwa„iwa a kāne-pi„ipi„i lau manamana„iwa„iwa lau li„i--pāmoho
Lady fern family„akoleaho„i„oBlechnum fern family„ama„u„ama„u„ama„u„ama„uLobelia family„oha kepau, „oha wai
hāhā
Sedge family----„uki--

StatusE

Hakalau
Unit

Kona
Unit

X

E*

X

E

X

I

X

X

E
E

X

X
X

E

X

I
E
I
E
I
E*
I

X
X
X
X
X
X
X

E
E

X
X

E
E
E
E

X
X
X
X

X
X

X
X

E*
E
I
E
I
I
I

X

X
X
X
X
X
X

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Scientific Name

Common &Hawaiian Name(s)Dennstaedtiaceae
Hypolepis hawaiiensis
Microlepia strigosa
Pteridium aquilinum
var. decompositum
Dicksoniacaeae
Cibotium chamissoi
Cibotium glaucum
Dryopteridaceae
Arachniodes insularis
Cyrtomium caryotideum
Dryopteris fusco-atra
Dryopteris glabra
Dryopteris hawaiiensis
Dryopteris wallichiana
Dryopteris unidentata
Nothoperanema rubiginosa
Polystichum hillebrandii
Ebenaceae
Diospyros spp.
Elaphoglossaceae
Elaphoglossum alatum
Elaphoglossum crassifolium
Elaphoglossum hirtum
Elaphoglossum wawrae
Flacourtiaceae
Xylosma hawaiiense
Geraniaceae
Geranium cuneatum
Gesneriaceae
Cyrtandra lysiosepala
Cyrtandra menziesii
Gleicheniaceae
Dicranopteris linearis
Diplopterygium pinnatum
Sticherus owhyensis
Grammitidaceae
Adenophorus hymenophylloides
Adenophorus pinnatifidus
Adenophorus tamariscinus
Adenophorus tripinnatifidus
Grammitis hookeri
Grammitis tenella

Hay-scented fern family
olua
palapalaikīlau, kīlau pueo,
bracken fern
Tree fern family
hāpu„uhāpu„u, hāpu„u pulu
Wood fern family-kā„ape„ape„i„ikīlau, hohiu-laukahi, „i„onui„akole-ka„upu, papa„oi
Persimmon family
lama
Stag's tongue fern family„ēkaha„ēkaha„ēkaha„ēkaha, laukahi
Flacourtia family
maua
Geranium family
nohoanu
African violet familyha„iwaleha„iwale
False staghorn fern family
uluhe
uluhe lau nui
uluhe, unuhe
Finger fern familypai, palai hunakihi, kihewahine noho mauna-māku„e lau li„ikolokolo, mahinalua

4-72

StatusHakalau
Unit

E
I

X
X

E

X

E
E

X
X

E
I
E
E
E
I
E
E
E

X
X
X
X
X
X
X
X
X

E
E
E
E

X

Kona
Unit

X

X

E

X

E

X

E
E*

X
X

I
E
E

X
X
X

E
E
E
E
I
E

X
X
X
X
X
X

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Common &Hawaiian Name(s)Scientific Name
Lellingeria saffordii
Lepisorus thunbergianus
Hymenophyllaceae
Mecodium recurvum
Sphaerocionium lanceolatum
Sphaerocionium obtusum
Vandenboschia davallioides
Iridaceae
Sisyrinchium acre
Joinvilleaceae
Joinvillea ascendens
subsp. ascendens
Juncaceae
Luzula hawaiiensis
Lamiaceae
Phyllostegia ambigua
Phyllostegia brevidens
Phyllostegia vestita
Stenogyne calaminthoides
Stenogyne macrantha
Stenogyne sessilis
Liliaceae
Astelia menziesiana
Lindsaeaceae
Sphenomeris chinensis
Loganiaceae
Labordia hedyosmifolia
Lycopodiaceae
Huperzia erubescens
Huperzia serrata
Lycopodiella cernua
Marattiaceae
Marattia douglasii
Nephrolepidaceae
Nephrolepis cordifolia
Orchidaceae
Liparis hawaiensis
Pandanaceae
Freycinetia arborea
Phytolaccaceae
Phytolacca sandwicensis
Pittosporaceae
Pittosporum hosmeri

Chapter 4. Refuge Biology and Habitatskihepākahakaha, „ēkaha, „ākōlea
Filmy fern family„ōhi„a kūpalai hinahina
palai lau li„i
palai hihi, kīlau
Iris familyma„u ho„ula „ili
„ohe
Rush family-Mint family------Lily familypa„iniu
Lace fern familypala„ā, palapala„ā
Strychnine familykāmakahala
Club moss family--wawae„iole
Marattia family
pala, kapua„ilio
Sword fern family-Orchid family„awapuhiakanaloa
Screw pine family„ie„iePokeweed family
pōpolo ku mai
Pittosporum familyhō „awa

StatusHakalau
Unit

E
I

X
X

E
E
E
E

X
X
X
X

E*

X

E

X

E

X

E
E*
E*
E
E*
E

Kona
Unit

X
X

E

X

I

X

E

X
X
X
X

X

I
I
I

X
X
X

E

X

I

X

E

X

E

X

X

E*

X

X

E

X

X

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Scientific Name
PoaceaeDeschampsia nubigena
Isachne distichophylla
Polygonaceae
Rumex giganteus
Polypodiaceae
Polypodium pellucidum
Psilotaceae
Psilotum complanatum
Psilotum nudum
Pteridaceae
Adiantum capillus-veneris
Coniogramme pilosa
Pteris cretica
Pteris excelsa
Pteris irregularis
Ranunculaceae
Ranunculus hawaiensis
Rosaceae
Fragaria chiloensis
Rubus hawaiiensis
Rubus macraei
Rubiaceae
Coprosma spp.
Hedyotis terminalis
Rutaceae
Platydesma remyi
Santalaceae
Santalum paniculatum
Selaginellaceae
Selaginella arbuscula
Smilacaceae
Smilax melastomifolia
Solanaceae
Nothocestrum longifolium
Theaceae
Eurya sandwicensis
Thelypteridaceae
Amauropelta globulifera
Christella cyatheoides
Pseudophegopteris keraudreniana
Pneumatopteris sandwicensis
Urticaceae

4-74

Common &Hawaiian Name(s)Grass family-„oheBuckwheat familypāwale, uhauhakō
Polypody fern family„ae, „ae lau nui
Whisk fern familymoamoa, pipi
Pteris fern family„iwa„iwalo„ulu„ōali
waimakanui, „iwa
mānā, ā„hewa
Buttercup family
makou
Rose family„ōhelo papa„ākala, kala„ākala, kalaCoffee familypilomanonoRue family
pilo kea„iliahi, sandalwood
Spikemoss family
lepelepe a moa
Catbriar family
hoi kuahiwi
Tomato, potato family„aiea
Camellia familyāniniMaiden fern family
palapalai a kamapua„akikawaiō, kikawaioa
waimakanui, „ākōleahō„i„o kula
Nettle family

StatusE
E

Hakalau
Unit

Kona
Unit

X
X

E

X

E

X

I
I

X
X

I
E
I
I
E

X
X
X
X
X

E*

X

I*
E
E*

X

E
E

X
X

E

X

X

E

X

E

X

E

X

E

X

E*

X

E
E
E
E

X
X
X
X

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Scientific Name

Common &Hawaiian Name(s)StatusHakalauUnitmāmaki, waimea
E
Pipturus albidusōpuhe, hōpue
E
Urera glabra
Woodsiaceae-E*
Cystopteris douglasii
Status: E = Endemic; I = Indigenous; * = Species of Concern (former candidate endangered
species, or species otherwise considered rare by refuge officials).
Sources: Stone et al. 1991, USFWS 2002b, USFWS 2008.

Kona
Unit
X
X
X

Since humans came to the islands, populations of Hawai„i‟s native vegetation have greatly declined.
Native plant taxa in Hawai„i evolved on the islands without common plant defenses such as
poisonous compounds, prickles, and spines (Lindqvist et al. 2003). The absence of these defenses
leaves native plants especially vulnerable to ungulates and other nonnative herbivores. In addition,
introduced species are better adapted to fire than native plants. Although some native species appear
to be tolerant (koa, māmane, naio, „a„ali„i, „ōhelo), no native Hawaiian plants require fire in order toregenerate (Smith and Tunison 1992, USFWS 1996, USFWS 2002a). More recently, competition
from nonnative vegetation has suppressed regrowth or success of native plants. Native plant species
richness and cover decreased with elevation (Barnett and Simonson 2008).
In the pasture areas of the HFU, native plant populations were historically altered by grazing,
logging, and possibly fire, eliminating the native seed bank. At lower elevations the native seed bank
was reduced because of continued cattle grazing and pig disturbance for well over 100 years (Jeffrey,
pers. comm.). Similarly, the KFU has been exposed to grazing, browsing, and pig disturbance;
however, because the forest canopy is intact and some rare native plants located in skylights on theunit have been protected from ungulates, a seed bank for most species still exists.
Since 1987, the Refuge has been conducting extensive reforestation research, ungulate control,
nonnative plant control, and native plant and tree planting activities to help facilitate naturalregeneration of native plant communities and natural processes of succession at the Refuge. Over400,000 native trees are planted in mauka to makai corridors to provide foraging cover, and nestingsites for native forest birds on Mauna Kea. The planting restoration effort is largely concentrated in
the upper portions of the Refuge 5,500 - 6,600 ft as these areas have been the most heavily disturbed
by ranching and other human activities (USFWS 1996b).
Between 2006-2007, roughly 122 ac of upland habitat was restored on the HFU (USFWS 2006,2007). Supplemental funding and supplies for restoration have come from Natural Resources
Defense Council (NRDC), Hilo Rotary Club, American Forestry Association, Waimea State Tree
Nursery, and DOFAW. Volunteers are an integral part of the effort, donating over 7,000 personhours annually. These volunteers collect seeds; plant and fertilize native species; assist with
monitoring and surveys of flora and fauna, the annual open house, and nonnative weed control(USFWS unpub.). Exclosure studies have shown that rapid regeneration of native species, especiallykoa and „ōhi„a, does occur in the absence of ungulates where a seed bank exists (USFWS, unpub.
data).

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Table 4-7. Total Native Seedlings Outplanted at the HFU 1987 - 2007.
Total Seedlings
Planted (1987-2007)
328,827
Acacia koa
30,232
Metrosideros polymorpha
Myrsine sp.
3,150
2,268
Cheirodendron trigynum
1,997
Sophora chrysophylla
1,911
Coprosma ochracea
1,856
Coprosma montana
1,699
Coprosma rhynchocarpa
1,687
Myoporum sandwicense
Rubus sp.
1,304
920
Ilex anomala
698
Leptecophylla tameiameiae
665
Vaccinium calycinum397
Chenopodium oahuensis
395
Ranunculus hawaiiensis
304
Phyllostegia brevidens
Coprosma sp.
280
278
Vaccinium reticulatum
Vaccinium sp.
188
84
Stenogyne calaminthoides
Source: USFWS, unpubl.
Native Species

4.10.1 Koa (Acacia koa)
Koa (Acacia koa) is endemic to the islands of Hawai„i, Moloka„i, Maui, Lāna„i, O„ahu, and Kaua„i.
Although it can be found between 200-6,760 ft, its current distribution is mainly restricted to areas
above 2,000 ft due to introduced pests and diseases (Wagner et al. 1999, Elevitch et al. 2006). It
tolerates a wide array of rainfall regimes and can withstand drought periods up to 5 months. The
optimal temperature range of koa is between 48-70°F (Elevitch et al. 2006). Seedlings cannot endure
frost, although protective techniques enhance survival (Scowcroft et al. 2000).
Koa is the largest native tree in the archipelago, reaching 50-80 ft in height (Elevitch et al. 2006).
Mature trees, which can live for over 100 years, have a diameter at breast height (dbh) often
measuring more than 3.27 ft (Leary et al. 2004). While koa seedlings have true leaves, mature koa
trees have only phyllodes, or expanded petioles. The flattened seed pods contain 6-12 seeds. The
seeds are typically gravity-dispersed and require scarification in order to germinate (USFWS 1996b).
Koa seeds appear to remain viable for about 15 years (USFWS 1996b). At Hakalau, koa trees flower
December - February and seeds ripen November-January (USFWS 1996b). Koa flowers areprimarily insect-pollinated, but birds and wind are also possible pollinators.
Acacia koa is an important species for several reasons, providing habitat as well as food for native
birds, insects, and plants. Banko and Peck (2008) collected over 78,000 arthropods from the branchtips of 160 koa trees. Pysllids (Homoptera) comprised over 90 percent of all individuals collected.

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The koa specific longhorn beetle (Cerambicidae) has wood-boring larvae that require dying and deadkoa as part of their life-history (Goldsmith 2007). These larvae are the primary food source for the„akiapōlā„au, an endangered Hawaiian honeycreeper that has evolved into a woodpecker-like niche(Pejchar and Jeffrey 2006). Downed trees function as nurse logs, which are important for forest
regrowth. As these logs decay they provide microhabitat for forest seedling establishment (Leary et
al. 2004). Economically, koa is highly valuable and sold commercially for furniture and other crafts;
however, revenue can only be sustained when harvested selectively (Pejchar et al. 2005, TMA 2007).
Historically, the wood was used by ancient Hawaiians for canoes (Elevitch et al. 2006).
Koa is also considered a pioneer species during secondary succession due to its ability to quickly
regenerate on a disturbed site. Ecosystem disturbances, such as fire and soil removal, can stimulate
koa seeds to germinate. Koa is also able to regenerate from buried seed, root sprouts, or root
suckering. It can spread outward from parent trees at a rate of 1.5-8 ft per year (USFWS 1996b).
Similar to other pioneer species, koa is unable to tolerate shady environments. As a result, it usually
establishes in canopy gaps, replacing previously occurring koa trees (USFWS 1996b). An additional
characteristic typical of pioneer species is fast growth. During the first 5 years, koa can grow at ratesof 5 ft per year; however, growth is slower in less favorable environments (Elevitch et al. 2006). At
the HFU, growth varies depending on elevation (USFWS 1996b); however, studies by Goldsmith(2007) suggest that koa grows equally well at the upper middle and highest elevation areas present on
the Refuge.
Koa has also been referred to as a “forest engineer” due to its ability to create favorable understory
conditions. Typical in legume species, koa develops nitrogen-fixing root nodules that enhancenitrogen availability in the soil. The rate of nitrogen fixation declines as the trees age (Goldsmith2007). The Draft Reforestation Management Plan for Hakalau (1996b) suggests that the nitrogenfixing capacity of koa may prevent „ōhi„a dieback. Koa also adds organic matter to the soil andacidifies the soil. By providing canopy, the tree moderates light, temperature, and moisture forunderstory species (Scowcroft and Jeffrey 1999). Additionally, koa generates leaf litter thatsuppresses weedy grasses and also traps moisture that collects as fog drip (Jeffrey, pers. comm.).
Threats to koa seedlings at Hakalau Forest NWR include grass competition, frost, drought, pig
rooting, and cattle browsing. Various seed predators (weevils and seed worms), fungi (Fusariumspp.), moths (Scotorythra paludicola), and twig borers (Xylosandrus compactus and Xyloborus spp.)
also threaten koa populations. Koa wilt is a disease that causes rapid loss of canopy and death withina few months. This disease is more prevalent in young trees below 2,500 ft (TMA 2007). In addition,
rats (Rattus spp.) have been implicated in stripping the bark off koa stands less than 6 years old. This
causes deformation and greater probability of infection (Scowcroft and Sakai 1984). Wild turkeys arealso known to forage on seedling leaves, and pull recently planted seedlings out of the ground(USFWS unpub data).
Hundreds of thousands of native koa seedlings have been planted at the HFU to restore native forestand habitat for endangered bird species. The first planting occurred in 1988 on Magnetic Hill at
6,500 ft and ongoing plantings are concentrated in the pasture areas of the Refuge (USFWS 1996b,
2002a). The Refuge, with the help of volunteers, germinates seeds picked from trees growing on or
adjacent to the Refuge, and plant koa seedlings in mauka to makai (uphill to downhill corridors). Koa
growth at HFU is slower and varies depending on elevation. After 10 years of growth, native forest
birds have been observed foraging within some planted stands. Pejchar et al. (2007) found that ofthree habitat types studied, the koa plantation supported the highest density of the endangered
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occurring in planting areas (USFWS 1996b).
The survival rates of these koa reforestation efforts and studies have produced varying results, withdifferences mainly attributed to microsite conditions such as soil depth, moisture content, rockiness,and exposure to weather and sunlight. Survival rates are also affected by elevation, drought, spacing,
topography, and other annual climatic differences (USFWS 1996b). In general, poorer survival rates
occur at higher elevations than lower elevations as a result of frost. Frost protection devices havebeen designed to enhance seedling survival and growth. Set up on the east side of the seedling, thesedevices are the most cost-effective and least labor intensive technique (USFWS 1996b, Jeffrey, pers.
comm.). Scowcroft and Jeffrey (1999) found that use of this device increased survival from 15100 percent. By blocking the night sky, the frost protection devices reduce radiative cooling andmoderate leaf temperatures (Scowcroft et al. 2000). They also increase moisture by catching fog or
mist. Spacing may have a minor affect on survival rates, with 84 percent survival for seedlings
spaced 6.6 ft apart and 74 percent survival for seedlings spaced 8.2 ft apart (USFWS 1996b). The
average spacing for corridor plantings at the Refuge is a grid of 12 ft.
Seedling survival is also dependent on site preparation methods. In an experiment where discing,burning, herbicide treatment, hand scarifying, and no treatment were used, discing a continuous 6.6 ft
strip proved to be the most effective method for preparing a site for planting, but erosion proved to bea problem (USFWS 1996b). When an existing seed bank is present, mechanical soil scarification canalso enhance koa regeneration (USFWS 1996b, Jeffrey, pers. comm.). Since 1996, the Refuge has
used a modified bulldozer blade attachment to scarify the ground for koa outplanting. A 3-ft wide
“mini blade” is attached to the bulldozer blade. As the dozer moves forward, the blade is dropped,
scraping the grass off a 3 ft wide by 3 ft long area, exposing the top soil. Koa seedlings grown in
dibble tubes are then planted in the sites by volunteers. The planters follow the bulldozer tracks
through the grasslands, poking holes in the ground within the scarified sites with a dibble stick. Threeholes, 8 in deep and a 1 ft apart are made at each site. The koa seedling is planted into the center holeand fertilizer is placed in the other two.

4.10.2 ‘Ōhi‘a (Metrosideros polymorpha)„Ōhi„a (Metrosideros polymorpha) is the dominant species on lava flows and in mature native rain
forests in the Hawaiian Islands. Occurring from sea level-9,515 ft, „ōhi„ahas a wide ecologicaldistribution colonizing habitats of various elevations, substrate ages, soil moistures, and temperatures(Cordell et al. 1997, Mueller-Dombois and Fosberg 1998, Friday and Herbst 2006, Crawford et al.
2008). „Ōhi„a is reported in dry areas with less than 16 in of annual precipitation, as well as wet
forests with more than 400 in per year. Furthermore, „ōhi„acan thrive in various soil types, including
nutrient-poor sites, and are shade tolerant (Friday and Herbst 2006, Crawford et al. 2008). This
endemic tree is considered a pioneer species because it is one of the first species to establish on
recent volcanic lava flows. As a result, „ōhi„a forests tend to be comprised of relatively even-aged
trees (USFWS 1996b, Mueller- Dombois and Fosberg 1998).
„Ōhi„a is a slow growing species. On average, „ōhi„a are estimated to grow 12 - 24 in in height
annually and by 0.04 - 0.12 in in diameter each year (Hatfield et al.1996, Friday and Herbst 2006).
Seedlings grow between 2 - 4 in each year (USFWS 1996b). In spite of the slow growth rates, „ōhi„acan grow up to 100 ft tall and reach a peak diameter of 85 in (Wagner et al. 1999, Friday and Herbst
2006). Thus, the species has a relatively long lifespan. Some trees have been dated to approximately
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600 years or older and are considered the oldest angiosperm in the Northern hemisphere (P.J. Hart,
UH Hilo in press). Growth rates and height increase in areas with organic seedbeds, such as fallenlogs and stumps (USFWS 1996b).
An abundant amount of seeds are produced by „ōhi„a. These seeds are small, lightweight, and easily
dispersed by wind (Burton 1982, Stemmerman 1983, USFWS 1996b). „Ōhi„a seeds are able togerminate quickly in diverse environmental conditions, even under low light levels. In general,
germination is exceptionally high when seeds were sown on the surface rather than under a layer ofsoil. The optimal germination temperature for „ōhi„ais between 61-72°F. Different varieties exhibit
different germination characteristics. Seeds from pubescent plants are more successful at germinating
rapidly and in high temperatures; thus, pubescent „ōhi„a are considered more successful pioneers.
Due to the thin seed coat, seeds lose viability after several months, suggesting that there is not apersistent soil seed bank (Drake 1993). Due to the abundant and continuous seed supply, „ōhi„a havea competitive advantage over koa (USFWS 1996b).
„Ōhi„a is a polymorphic species, meaning it has distinct morphological varieties. Flowers can range
in color from red to yellow and leaf shape is highly inconsistent. Eight „ōhi„a varieties arerecognized – dieteri, glaberrima, incana, macrophylla, newellii, polymorpha, pseudorugosa, andpumila (Wagner et al. 1999). These varieties occur in distinct or overlapping habitats, elevations, andsoil moisture regimes (Crawford et al. 2008). Pubescent varieties (var. polymorpha) occur in drier,higher elevation sites with younger substrates compared to glabrous varieties (var. glaberrima)(Stemmerman 1983, Drake 1993, Cordell et al. 1997, Wagner et al. 1999, Hoof et al. 2008). Leaf
pubescence may assist plants in stressful environments by reducing transpiration, freezing, andherbivory rates (Hoof et al. 2008). Varieties with smaller leaf size, petiole length, and internode
length are generally observed in higher elevation areas. Thus, these measurements are inversely
related to elevation (Cordell et al. 1998). Stomata are larger and more dense on glabrous thanpubescent trees (Hoof et al. 2008). The fixed morphological attributes of „ōhi„a are likely the resultof consistent and strong selective pressures. Although the morphological variation of „ōhi„a ispartially based on environmental conditions (Burton 1982, Stemmerman 1986), these distinct
characteristics also appear to be genetically determined (Cordell et al. 1997).
At Hakalau Forest NWR, „ōhi„a trees play a vital role in ecosystem function. „Ōhi„a help sustain
forest bird populations and insect populations by providing nesting sites and cavities, harboring
insects, and producing nectar (USFWS 1996b). Flowers are present year-round at the HFU, withpeaks during the winter and spring (USFWS 1996b). The endangered „akiapōlā„au takes sap ofparticular „ōhi„atrees by drilling holes in the trunks and branches of specific trees. These trees,
termed “aki trees,” have higher sap flow than other „ōhi„a. Functioning as an alternative food source
to nectar and insects, “aki trees” may play an important role in the diet of „akiapōlā„au during low
food periods (Pejchar and Jeffrey 2004).
During the mid 1960s, „ōhi„a forests experienced a dieback of the tree canopy, referred to as „ōhi„adieback. This loss of crown foliage across the entire landscape occurred in the montane areas of
Mauna Kea in both poorly drained and well-drained areas. Extensive research was conducted into thecause of dieback (Jacobi et al. 1983, Mueller-Dombois 1983, Mueller-Dombois and Fosberg 1998)
and was determined to be a common, natural phenomenon resulting from aging and environmental
stress (USFWS 1996b). Regeneration of the canopy was found to occur following initial canopy loss
(Jacobi et al. 1983, Stemmerman 1983). Dieback has occurred in the wet „ōhi„aforest at the HFU anda small portion of the wet koa/ „ōhi„aforest (USFWS 1996b).
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Outplanting of „ōhi„a throughout Hawai„i Island has not been as extensive as koa, due to failed
restoration efforts (Scowcroft and Jeffrey 1999). Since 1997 over 30,000 „ōhi„a trees were planted on
the HFU (USFWS, unpubl.). These trees were planted in the understory of the previously planted koa
corridors, which increases survival. Experimental plantings in open pastures resulted in nearly
100 percent mortality, possibly due to grass competition. Planting on downed logs in open areas andunder canopy also increased survival but is not efficient because of the lack of substrate logs.

4.10.3 Māmane (Sophora chrysophylla)
The ecological characteristics of māmane have not been as extensively studied as koa or „ōhi„a.
Māmane is an important component of certain native forests and a valuable food source for native
birds, particularly the listed palila. Māmane is a polymorphic species and can be found throughout
Hawai„i as a shrub or tree in both dry and wet conditions. On the eastern slope of Mauna Kea at thedrier, upper portions of the Refuge (above 6,000 ft), māmane is codominant with koa. As theelevation continues to increase, koa drops out and māmane becomes more abundant. Koa-māmane
forest type is transitional between the taller, mesic koa-„ōhi„a stand type and the drier, lower stature
subalpine māmane forest. Understory species for this forest type include naio, pūkiawe, „a„ali„i,„ōhelo, and native ferns and grasses. Ecologically, māmane has much in common with koa. It ispollinated by insects and birds and is also a leguminous, nitrogen-fixing species whose seeds areprimarily gravity dispersed. It is also able to spread through root sprouting and by seed. Growth rates
are likely to be faster at the lower elevation koa-māmane communities at the Refuge.

4.11 Cave Resources
According to the Federal Cave Resources Protection and Management Act of 1988, as amended, acave is a naturally occurring void, cavity, recess, or system of interconnected passages that occurs
beneath the Earth‟s surface or within a cliff or ledge. Cave resources are any material or substanceoccurring naturally in caves, including animals, plants, paleontological deposits, sediments, minerals,
and relief features (16 U.S.C. §§ 4301-4310). In Hawai„i, caves can occur in limestone or basaltic
lava (Howarth 1983) and are generally more extensive in pahoehoe lava flows (Howarth et al. 2007).
These dark ecosystems are typically wet, with high levels of CO2 and low levels of O2. The
temperature inside the cave typically reflects the annual temperature at the surface of the cave;
however, caves that extend downslope from the entrance often have cooler temperatures (Howarth1983).
Caves, including lava tubes, have historically been considered inhospitable habitats not favorable tofauna (Howarth 1979, 1983). In reality, these habitats provide refuge for rare and highly specialized
invertebrates, such as insects, spiders, and other arthropods. Cave animals can be divided into four
categories. Obligate cave species, or troglobites, are unable to survive outside of cave ecosystems
and typically exist within deep, damp cave areas that are protected from surface air. Obligate cavespecies known to occur on the Island of Hawai„i include the endemic moths and spiders (Sinella
yoshiia, Schrankia sp., Littorophiloscia sp.). Facultative species, or troglophiles, have the ability tolive and reproduce in caves but are also capable of surviving in other similar environments. The thirdcave type of cave species are the trogloxenes. These species regularly inhabit caves, but return to thesurface to feed. Finally, accidental visitors are fauna that inadvertently enter caves and are unable tosurvive in the habitat (Howarth 1973, 1983, Howarth et al. 2007). In general, cave species can occur

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2007).
Obligate and facultative cave animals often have unique characteristics because they have adapted tosubterranean habitats. Morphological adaptations include a loss or reduction of eyes, pale coloring,wings, and longer appendages. Behavioral traits have also evolved as efficiency tactics in theseenergy-poor environments. These include slow movements, a lower metabolism, a circadian rhythm,
and consuming large amounts in a single feeding. It is difficult to find cave animals because of theircryptic behavior. Many of the cave species are rare; however, the only two endangered cave species
occur on the island on Kaua„i (Howarth 1983, Howarth et al. 2007).
Species within these caves receive their energy from several different sources: deep-rooted plants;
surface animals that accidentally fall or are washed into the caves; oozes deposited by percolating
ground water and reworked by microorganisms; and other organic material such as flood debris.
Plant roots are the primary energy source for cave species. In particular, the pioneer „ōhi„a tree is a
key food species, because it is the first to colonize young lava. Plant roots also provide shelter andbuilding materials for cave animals (Howarth et al. 2007).
In addition to invertebrates, rare and unusual plants can occur in lava tube skylights. These plants
may thrive in moist microclimates and survive due to protection provided by the steep rock walls of
the tubes making these sites unavailable to grazing ungulates. Cave ecosystems can also containminerals, as well as cultural and paleontological remains (USFWS 1997). The twilight zone wasoften used by early Hawaiians for specialized uses, such as for water catchment or shelter (Howarth
and Stone 1998). Archaeologists have found artifacts and prehistoric features within caves
throughout the islands (Ziegler 2002). To date no cultural sites have been found in lava tube systems
at the KFU. There are no known lava tube systems at the HFU.
Cave habitats on the KFU are extensive. A reconnaissance survey of these caves was conducted by
Dr. Howarth and Stone in 1998. Four distinct cave systems consisting of 22 cave entrances were
found at the unit, although only three systems were surveyed. The caves are of intermediate age (lessthan 4,000 years old) and have a thick overburden of rock and soil. Most entrances occur as verticalpits. The cave passages explored by Howarth and Stone were primarily in twilight and transition
zones, which are characteristic of caves that have multiple entrances. However, a few other areas
likely enter deep zone habitats, where the specialized cave-adapted animals thrive (Howarth andStone 1998).
It is estimated that only about 20 percent of the caves have been mapped (Ball, pers. comm.).
Although caves throughout the site have only been partially surveyed, they are known to support rare
and unusual species adapted for life in subterranean ecosystems. Some resident species havepersisted because the caves are generally inaccessible to ungulates (USFWS 2002b). Additional cavefeatures likely occur that have surface openings not large enough for humans to enter. The cavelocations at the KFU are kept confidential under U.S. cave law (Howarth, pers. comm.).
Due to the cryptic nature of the species, relatively few arthropods were seen during the 1998 KFU
survey. Endemic cave fauna and evidence observed by Howarth and Stone included the following:
cave carabid ground beetle (Mecyclothorax? sp.), Schrankia root moths, a Carposina fruit moth(probably gracillima), Linyphiid spider webs, and trails of the native Limonia crane flies. In addition,
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several dead moths, probably native agrotine noctuids, were found. Nonnative species recorded
during the survey included the millipede Oxidus gracilis, Rhopalosiphoninus latysiphon aphids,
Porcellio isopods, and shells of the garlic snail Oxychilus alliarius. Furthermore, dung of the blackrat (Rattus rattus) was found in the entrances; these animals can navigate through dark cavepassages.
The cave system skylights in the KFU support a variety of diverse native flora including „ākala,
Pipturus, Phyllostegia, Cyrtandra, Ilex, Cyanea, Metrosideros roots, and a variety of ferns (Howarth
and Stone 1998). The endangered Cyanea stictophylla previously occurred in a cave at the KFU;
however, it was destroyed by rat predation. The native plant „ōlapa is also known to occur in andaround the caves at the unit. Cattle often eat „ōlapa growing from the caves (Ball, pers. comm.).
Paleo-ornithological surveys by the Smithsonian Institute have found hundreds of subfossil birdbones (geese and rails) in the KFU caves. Most of these species are extinct, while some areconsidered new to science (USFWS 2008). Howarth and Stone (1998) found roughly 15 flightless
goose skeletons, as well as additional bird skeletons during their reconnaissance survey. None of the
caves surveyed by Raymond and Valentine (2007) in the KFU contain artifacts or other cultural
material.
Cave resources can be drastically altered by physical and biological changes or disturbance over thesurface. Toxins or pollutants on the surface can affect the subterranean ecosystem (Howarth andStone 1998). The input of soil and debris restrict water and nutrients from reaching deeper voids.
Herbivore grazing, mining, and chemical pollution are also threats to the subterranean ecosystems(Howarth et al. 2007).
Nonnative species can alter the native ecosystem and adversely impact native species (e.g., throughpredation). Nonnative taxa especially impact host specific animals, such as cixiid planthoppers, that
only utilize a single native species. People can directly impact cave resources by trampling
vegetation during exploration and management activities or through deliberate vandalism. Humanactivity can also indirectly impact the ecosystem by inadvertently creating pathways for nonnative
species to invade the habitat (Howarth and Stone 1998).
At the KFU, staff minimize research and trespassing in the caves because heavy foot traffic increases
routes for pigs and other ungulates (Ball, pers. comm.). Any future surveys of the caves at the KFUshould be done with care to ensure as little damage as possible to the cave walls and floor (Howarth
and Stone 1998). Above ground management techniques to help protect these resources include
creating protected reserves around significant caves, controlling invasive plant species, andencouraging the recovery of deep-rooted native species (Howarth et al. 2007).

4.12 Threats
Most of the habitats of the Hawaiian Islands have been drastically altered by humans, with less than
40 percent of native habitats remaining in the State (most of which are on the Island of Hawai„i). The
first Polynesians to arrive are believed to have brought coconut, taro, and Polynesian pigs. Europeans
arrived later and brought sheep, cattle, goats, and game birds. Before human arrival, the estimatedrate of successful new colonizations was 1 species every 25,000 years. Over the last 2 centuries
alone, the rate of plant introductions alone has been more than 40 species per year. It is estimated thatover 6,000 introduced terrestrial and aquatic species are now established, and that of all the species

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currently in Hawai„i, approximately 26 - 30 percent are nonnative. While many introductions do notpose a threat to native habitats, approximately 10 percent of the established nonnative species arehighly invasive or pose significant threats to Hawaiian ecosystems (Mitchell et al 2005). In addition
to the already established introduced species, numerous species currently not found on the islands arepoised to invade island ecosystems. Over a 9-month period, a Pest Risk Assessment conducted at
Kahului Airport by the State Department of Agriculture discovered over 100 nonnative species
entering via air cargo (Mitchell et al 2005). In addition to invasive species, wildlife and plantdiseases and parasites are also on the rise and include mosquito borne avian diseases such as avian
malaria and pox and „ōhi„a rust, which if the right strain reaches the islands could decimate ournative „ōhi„a forests. Rust fungi endemic to koa has already been found at the Refuge.
An invasive species is defined as a species whose migration and growth within a new range iscausing detrimental effects to the native biota in that range (Pattison et al. 1998). Mammals,
amphibians, invertebrates, and plants can all be considered invasive. These species become invasive
because their population and growth are no longer balanced by natural predators or biologicalprocesses that kept them in balance in their native ecosystems. In the absence of restraints, invasive
species have the potential to compete with native species for limited resources, alter or destroy
habitats, shift ecological relationships, and transmit diseases (Ikuma et al. 2002). Islands tend to be
more exposed to invasive species due to an abundance of trade, tourism, and agriculture (VanDriesche and Van Driesche 2004). Hawai„i, which existed in isolation for millions of years, is an
exceptionally ideal environment for invasive species. Most native species throughout the Hawaiian
Islands lost their natural defense mechanisms and are more vulnerable to introduced species (Ikuma
et al. 2002). Numerous invasive animal populations and a variety of invasive plants occur at theRefuge.

4.12.1 Introduced Forest Birds
Since 1850, more than 130 species of birds have been introduced to Hawai„i. Of these, 15 gamespecies and 30 nongame birds have established populations. Most of the introduced species werefrom three orders: Galliformes (game birds), Columbiformes (doves and pigeons), andPasseriformes (passerines or perching birds) (Moulton et al. 2001). All three orders of introduced
avian species are present both at the HFU and the KFU. Tables 4-8 and 4-9 list introduced birds
present in each area. Game birds are discussed in Section 4.12.2 and listed in Table 4-9.
At the central windward region of Hawai„i, the trends of the nonnative species densities weregenerally decreasing in Kūlani-Keauhou, mixed in „Ōla„aand East Rift, and increasing in Mauna Loa
Strip. Japanese white-eyes appeared to be undergoing a decline in occurrence and density in the
Kūlani-Keauhou study area. This was the only area where this species demonstrated downward
trends. Elsewhere, Japanese white-eyes have shown markedly increasing occurrence and density.
Red-billed leiothrix numbers appeared to be declining in the Kūlani-Keauhou and „Ōla„astudy areas,and highly variable with nonsignificant trends in Mauna Loa Strip. Northern cardinals appeared to be
in decline in Kūlani-Keauhou and East Rift, but possibly increasing in the „Ōla„a and Mauna Loa
Strip study areas. The house finch was uncommon to rare and highly variable in all study areas, andanalyses of its trends were inconclusive. The Japanese bush-warbler, which became established on
Hawai„i Island in recent years and is present at Waiākea not far to the north, has not yet been
detected in the central windward region of Hawai„i (Gorresen et al. 2005). Several Japanese bushwarblers have been detected on or near the Refuge since 2002 (Jeffrey, pers. comm.).

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midstature forests. The red-billed leiothrix is common, widespread, and occurs at highest densities inupper-elevation, closed-canopy, high-stature forests. The widespread Japanese white-eye occurs at
highest densities in lower-elevation, open-canopy, mid-stature forests, and heterogeneous vegetation
types. The northern cardinal is uncommon, but fairly widespread, occurring at highest densities in thelower and uppermost elevation, open-canopy, high-stature forests, and heterogeneous vegetation
types. The house finch is common and occurs at highest densities in grasslands, drier koa-dominatedwoodland and forests, and heterogeneous vegetation types. Between 1977-2000, the northerncardinal and Japanese white-eye were found to have increased in density, while the hwamei, redbilled leiothrix, and house finch showed no changes in density over the 24-year study period (Campet al. 2003, Hawai„i Forest Bird Database 2005).

Table 4-8. Introduced Forest Birds Present at HFU and KFU.
Common nameScientific name

Doves and pigeonsRock dove
Spotted doveZebra dove
Owls
Barn owl
Passerines
Sky lark
Japanese bush-warbler
HwameiRed-billed leiothrix
Japanese white-eye
Northern mockingbird
Common myna
Saffron finch
Northern cardinalHouse finch
Yellow-fronted canary
House sparrow
African silverbill
Nutmeg mannikin
Java sparrow

Columbiformes
Columba livia
Geopelia striata
Streptopelia chinensis
Strigiformes
Tyto alba
Passeriformes
Alauda arvensis
Cettia diphone
Garrulax canorus
Leiothrix lutea
Zosterops japonicus
Mimus polyglottos
Acridotheres tristis
Sicalis flaveola
Cardinalis cardinalis
Carpodacus mexicanus
Serinus mozambicus
Passer domesticus
Lonchura cantans
Lonchura punctulata
Padda oryzivora

Hakalau
Kona
Forest Unit Forest Unit
X
X

X
X

X

X

X
X
X
X
X

X
X
X
X
X
X
X
X
X
X
X
X
X
X
X

X
X
X
X
X
X
X

Of the introduced bird species, the barn owl, Japanese white-eye, red-billed leiothrix, and various
gallinaceous birds are the species of most concern. Barn owls probably compete with the native pueo
for introduced rats and mice. The Japanese white-eye likely competes for food with native forest
birds such as the common „amakihi (van Riper 1984), Hawai„i „elepaio, and „i„iwi. Introduced forest
birds, especially the Japanese white-eye and red-billed leiothrix, distribute seeds of nonnative plants
such as blackberry, Photenia and English holly at the Refuge and fire tree and banana poka in
Hawai„i‟s natural areas (Mountainspring and Scott 1985). Nonnative birds are also reservoirs foravian diseases such as malaria and avian pox, though the prevalence of disease in native birds is

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often higher since these diseases are new to Hawai„i and the native birds have not developed
resistance (Samuel et al. 2007, Atkinson et al. 2005).

4.12.2 Introduced Game Birds
Approximately 15 species of nonnative game birds (Galliformes) have established populations in the
Hawaiian Islands (Moulton et al. 2001). These birds have negative impacts on native ecosystems.
Ring-necked pheasants, Kalij pheasants, and other gallinaceous birds are known to disperse the seedsof invasive plants such as fire tree and banana poka in Hawai„i's natural areas (Mountainspring andScott 1985). Turkey also eat koa seedlings. They also consume native plant species used by nēnē(Cole et al. 1995).
On the other hand, introduced game birds, such as chukar and pheasants, may occupy a nichepreviously filled by extinct Hawaiian birds by helping with the dispersal and germination of native
seeds (Cole et al. 1995).
Table 4-9. Introduced Game Birds Present at HFU and KFU.
Common nameScientific nameGame birds
California quail
ChukarErckel‟s francolin
Japanese quail
Kalij pheasantRing-necked pheasantWild turkey

Galliformes
Callipepla californica
Alectoris chukar
Francolinus erckelii
Coturnix japonica
Lophura leucomelanos
Phasianus colchicus
Meleagris gallopavo

Hakalau
Kona
Forest Unit Forest Unit
X
X
X
X
X
X
X

X
X
X
X

4.12.3 Introduced Mammals
Mammals adversely impact the Hawaiian Islands as herbivores, predators, and omnivores. As
herbivores, mammals can consume large amounts of native vegetation (Courchamp et al. 2002) andserve as an agent in the spread of invasive nonnative weed species. Because native Hawaiian flora
did not evolve with mammals, these species are not adapted to grazing by herbivores (Stone 1985,
Scowcroft and Conrad 1992, Stone et al. 1992). Predatory mammals, such as cats, prey on a varietyof species throughout the islands. Furthermore, omnivorous mammals (rats), can severely impact
island ecosystems by consuming both flora and fauna (Courchamp et al. 2000).
Both units of the Hakalau Forest NWR are threatened by introduced mammals to varying degrees.
Currently, the HFU has 45 miles of pig- and cattle-proof fence. The HFU is divided into eight
ungulate management units to facilitate easier control. Additional units, located in the lower
elevations of the Refuge, are planned to be fenced in the future as funding and staffing allow. As newland was added to the Refuge, commercial cattle grazing was phased out (as in the Upper Honohina
Tract, domestic grazing occurred within 1,034 ac of this Tract until April 1996). Ungulate grazing is
no longer allowed on the Refuge.

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Within KFU, the Refuge estimates that currently there are more than 300 wild cattle and an unknown
number of pigs, sheep, mouflon, donkeys, and horses. These ungulates are primarily concentrated in
the mesic belt (Ball, pers. comm.), which receives between 50-75 in of annual rainfall. Physical,
chemical, and biological population control methods are used on invasive mammals and theirremoval, while frequently justified biologically, is not without controversy. The elimination ofgrazers in altered habitats can also release other species from browsing pressure and result in an
increase in nonnative and invasive plant species (Scowcroft and Conrad 1992, Cabin et al. 2000, Van
Driesche and Van Driesche 2000). At the KFU, the removal of ungulates may be controversial
because eliminating grazers will increase the potential for fire. This could both eliminate native
habitat and impact adjacent landowners. Wildfire Management Plans (2002a, 2002b) have beendeveloped for both units. Additionally, a strategy in this CCP identifies developing a fire prevention
program for both units.

Cattle (Bos taurus)
Cattle were released on the Island of Hawai„i in 1793 by Captain Vancouver (USFWS 1996b).
Currently, cattle exist on the all of the main Hawaiian Islands except for Kaho„olawe. These feral
animals have a wide distribution, ranging from lowland dry forests to montane grasslands andsubalpine scrub (Tomich 1986, Atkinson and Atkinson 2005).
Cattle ranching was the primary historical land use on the HFU for over 100 years, although otherforms of ranching may have occurred. Reports of cattle at Hakalau first occurred in the early to mid1800s. Intensive grazing occurred primarily above 5,400 ft (USFWS 1996b). Cattle grazing has been
eliminated on the HFU; however, cattle remain throughout adjacent properties.
At the KFU, cattle are the most widespread ungulates. Recent estimates suggest roughly 300 wild
cattle inhabit the KFU boundaries at all elevations. Historically, cattle grazing was the primary land
use of the former 60,000 acre McCandless Ranch. The Three Mountain Alliance Management Plan
(2007), a landscape level effort that spans large areas and multiple ownerships of Hawai„i Island,considers the KFU as a high priority area for feral cattle control.
Due to their large size, cattle can have a large impact on native ecosystems (USFWS 2008). Cattle
have been regarded as the “single most destructive agent to Hawaiian ecosystems, particularly to koa
forests” (Atkinson and Atkinson 2005). These ungulates can degrade native forest by eating or
trampling native vegetation, accelerating erosion, and promoting the invasion of nonnative plants(USFWS 2008). In particular, cattle suppress regeneration of koa and the growth of māmane forests(Atkinson and Atkinson 2005). Soil properties are also altered due to the presence of cattle. The
animals can change soil structure and pH, as well as its ability to retain water and nutrients (USFWS
1996b).
The impact of cattle is apparent on both units of Hakalau Forest NWR. Nearly all the trees have been
eliminated on the HFU areas above 6,000 ft as a result of over 100 years of grazing. Certain areas
covered by old a„a lava flows have more forest, suggesting that cattle were less able to transverse thissubstrate and degrade the forest (USFWS 1996b). On the other hand, removing cattle on the HFU has
increased the nonnative grass fuel load considerably (USFWS 2002a).

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Pigs (Sus scrofa)
Pigs that occur in Hawai„i are likely to be a blend descended from two ancestral types introduced on
separate occasions. Polynesians first brought pigs to the islands as a food source around 1,500 years
ago. Captain Cook subsequently brought European pigs to the islands in 1778 (Tomich 1986). Pigs
descended from European strains were generally larger, more fecund, and more nomadic than their
Polynesian counterparts (Van Driesche and Van Driesche 2000). Although pigs have been eradicatedfrom numerous islands worldwide, these animals remain highly abundant in Hawaiian island
ecosystems (Courchamp et al. 2003, Crux et al. 2005). They occupy every main island in the
Hawaiian archipelago. The pig population is largest on Hawai„i Island (Tomich 1986, USFWS
2007a).
Pigs are long and narrow in shape and predominately black in color and are generally hairy. They
measure 3.5 - 4.5 ft in length and average 2 ft in height. Pigs are elusive animals. They have beenreported to be highly active in the early morning and late afternoon in tropical climates (Diong 1982).
In the HFU, the maximum age of male pigs (boars) is 60 months, while females (sows) live amaximum of 48 months (Hess et al. 2006).
The reproductive potential of pigs contributes to their invasive potential. These animals arepolyestrous, meaning that adult females have more than one estrus cycle (21 days) in a breeding
season (McGaw and Mitchell 1998). Pregnancy can occur year-round with peaks January - March(Hess et al. 2006). The average sow in Hawai„i has 1.1 litters per year (Caley 1997). Reproductive
rates peak between 2- 4 years, but breeding has occurred by 10 month-old sows (Hess et al. 2006).
Although all ungulates have a negative impact in Hawaiian forests, it is generally agreed that pigs
pose the greatest threat to the survival of Hawai„i‟s forest birds and their habitats (Scott et al. 1986,
Van Driesche and Van Driesche 2000, USFWS 2008). Pigs are an omnivorous species that consume
fruits, seeds, plant material, as well as some invertebrates. In Hawai„i, pigs consume and damage
plant material in both wet and dry habitats and in agricultural and natural area settings. They root andtrample native vegetation, digging up the soil for earthworms, as well as underground plant parts
such as rhizomes and tubers (Stone et al. 1992). At Hakalau Forest NWR, pigs also eat native
Hawaiian plants such as bracken fern roots and hāpu„u (Jeffrey, pers. comm.). Pigs degrade habitat
for native invertebrate species such as the endangered picture-wing fly (Mitchell et al. 2005).
These animals facilitate the spread of seeds of nonnative species. Pigs act as vectors for invasiveplant species dispersing nonnative plants such as strawberry guava and banana poka (LaRosa 1992,
Stone et al. 1992, Barnett and Simonson 2008). On the Island of Hawai„i, areas without grazing
ungulates show a more diverse plant community with greater coverage of native overstory andunderstory species (Cabin et al. 2000). However, the removal of pigs from Hawaiian forests does not
ensure reductions of nonnative plants (Anderson et al. 1992).
Pigs contribute to the prevalence of avian diseases by increasing breeding sites for mosquitoes. Bothon and adjacent to the HFU and KFU, pigs create abundant habitats for mosquito larvae by knocking
down and hollowing tree ferns to eat the starchy cores, leaving behind troughs that catch water andprovide mosquito breeding sites. By increasing the availability of standing water, pigs increasemosquito populations and potentially increase infection rates of avian malaria and pox in native
forest birds. Most native forest birds have little resistance to these diseases (Van Driesche and Van
Driesche 2000, Atkinson et al. 2005). Some scientists believe that pig management should be
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Comprehensive Conservation Planemphasized in the lower portions of the HFU and KFU to minimize and halt the spread ofmosquitoes into higher elevation forested areas (Van Driesche and Van Driesche 2000).
Other ecosystem effects can be attributed to pig activity. Rooting and compaction can deplete the soilof needed oxygen (Van Driesche and Van Driesche 2000). The behavior of pigs causes erosion ofcliff and stream banks. As a result, the quality of both fresh and brackish water system can bedegraded (USFWS 2008).
Most of the fenced portions of the HFU are pig free. Pig removal began at the HFU in 1988;
however, the 5,001.4 ac enclosure was not completed until 1992. The estimated density of this areain 1992 was 4.7 pigs/mi2. The unmanaged area of Middle Maulua and Unit 3 had predicted densities
2.5 times greater. The population of Unit 3 was 118 ± 36 in 2004, while Unit 6 contained 24 ± 20
pigs (Hess et al. 2006). The lowland area of the HFU (which is not fenced) most likely supports ahigh-density pig population (Jeffrey, pers. comm.). Within this area, the highest pig densities occur inthe closed canopy forest (USFWS 1996b). In addition, the adjacent State-owned Pīhā GameManagement Area contains a high pig population.
The efficacy of the pig removal program at HFU from 1987-2004 is described by Hess et al. (2006).
During this study it was determined that greater than 41-43 percent of the population at HFU must be
removed annually in order to effect a decline in pigs. To reduce the population by 50 percent infollowing years, roughly 70 percent of the population must be removed annually; otherwise there is asustained population. Eradication at the HFU with dogs was estimated to require 11.8 worker-hours
per pig; this number is similar to estimates generated for the Hawai„i Volcanoes National Park,
which required 20 worker-hours per pig. Hunting with dogs is expensive because of intensive laborcosts and high maintenance and veterinarian costs. In addition, hunting dogs were killing nēnē on the
Refuge (Jeffrey, pers. comm.). In contrast, the eradication rate at HFU using snares was estimated at
4.9 worker-hours per pig. After the first 9 years of staff pig hunting in HFU, pig activity remained
between 25-30 percent. Within 18 months of first setting pig snares, no pig activity was observed by
Refuge staff through ungulate surveys. Pig snares were first tested at HFU in 1999 (Van Driescheand Van Driesche 2000) and are now permanently deployed throughout the units. Snares have been
determined to be cost efficient. The snares are usually set in groups of 10, and average about 1 snare
per acre with a unit and cost roughly $17 each. Snares are anchored to trees and placed in areas ofhigh pig activity. Subsequently, the snare sets are inspected every 6 months, and replaced and reset as
needed. Pig carcasses are not removed, but are left in the forest as the cost of removal is high and thecarcasses often act as bait (Jeffrey, pers. comm.).
Pigs are abundant on the KFU, with recent estimates suggesting up to 1,000 pigs freely roaming theproperty. They are found at all elevations of the unit (USFWS 2007A, 2008). The Refuge plans toremove these animals once an ungulate proof fence is completed.

Rats (Rattus)
Three rat species are found throughout the Hawaiian Islands. Polynesian rats (Rattus exulans) arrived
from the central Pacific approximately 1,500 years ago as stowaways on canoes of the Polynesianscolonizing Hawai„i. Norway rats (Rattus norvegicus) reached the Hawaiian Islands after the arrivalof Captain Cook in the 1770s; and black or roof rats (Rattus rattus) most likely arrived in the 1870s.
It is estimated that these three species have populated nearly 82 percent of the major islands andisland chains throughout the globe (Tomich 1986, Tobin and Sugihara 1992). Black and Polynesian
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rats have a large distributional range and can be found from sea level to nearly 10,000 ft. Norway rats
are restricted to areas below 6,000 ft (Tomich 1986). Polynesian rats and Norway rats nest
exclusively in terrestrial habitats, while black rats are arboreal nesters. This nesting difference may
contribute to a larger population of black rats in Hawai„i due to the presence of nonarborealmongoose predators (Hays and Conant 2007).
Globally, introduced rats have caused the decline, extirpation, or extinction of insular bird species(Moors and Atkinson 1984, Atkinson 1985). In the main Hawaiian Islands, Atkinson (1977)
suggested that black rats caused the accelerated decline or extinction of many native forest birds
between 1870-1930. Polynesian rats are speculated to have been a contributing factor in the largescale extinction of Hawaiian bird species during prehistoric Polynesian occupation (Olson and James1982). Rats continue to be a major threat to waterbirds, seabirds, and forest birds in the Hawaiian
Islands (Mitchell et al. 2005). All three species in Hawai„i are known predators of eggs, nestlings,
young, and occasionally adults of endangered waterbirds (ae„o, „alae ke„oke„o, „alae ula, koloa
maoli), seabirds („a„oor Newell‟s shearwater, „ua„u kani or wedge-tailed shearwaters, moli or
Laysan albatross), migratory shorebirds, and forest birds (Harrison et al. 1984, Brisbin et al. 2002,
Engilis et al. 2002, Mitchell et al. 2005, USFWS 2005a, USFWS 2005b). Ground and burrow-nestingseabirds are particularly vulnerable to rat predation, even by the arboreal black rat (Smith et al.
2006).
Rats also consume plants, insects, mollusks, herpetofauna, and other invertebrates. As herbivores,
rats consume seeds and fruits and prevent the regeneration of rare and endangered plants. These
mammals have also been observed causing indirect damage to young koa by stripping the bark off
seedlings (Scowcroft and Sakai 1984). Because invertebrate and plant species are also eaten by birds,
a reduction in these populations may indirectly affect avian populations (Nelson et al. 2002).
In the early 1990s rats were known to consume leaves and fruit of the few known endangered
Cyanea shipanii at HFU. Rats were thought to have killed at least two of the four remaining plants.
At KFU, some of the last remaining Cyanea sticophylla were known to be girdled by rats (USFWS,
unpubl.). The USGS-BRD conducted a study at Hakalau Forest NWR in the mid-1990s eradicatingrats from a 0.02 m2 area and compared it with an adjacent area where no rats were removed. During
the first year of the study, a 25-75 percent increase in nesting success, depending on bird species, wasseen in the rat-free area (Fancy, pers. comm.)
The use of diphacinone rodenticide has been shown to have a positive effect in native bird survival in
the main Hawaiian Islands (VanderWerf and Smith 2002, Nelson et al. 2002) but is not currently
being used on the HFU.

Cats (Felis catus)
Cats are found on all the main Hawaiian Islands from sea level to nearly 10,000 ft (Tomich 1986).
They occur in montane wet forest, subalpine dry forests, and lowland dry forests (Smucker et al.
2000). Cats can breed year-round in Hawai„i due to the climate, producing between 2-3 littersannually and 4-6 kittens per litter (Winter 2003, Winter and Wallace 2006).
Food habits of cats in Hawai„i include grasses, plant seeds, insects, centipedes, marine crustaceans,lizards, mice, rats, and „ōpe„ape„a. They are also known to consume young and adult birds and theireggs. Bird prey consists of four endangered Hawaiian waterbirds, migratory shorebirds, nesting
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al. 2000, Brisbin et al. 2002, Engilis et al. 2002, Mitchell et al. 2005, USFWS 2005a, USFWS
2005b). At the HFU, rats were found to be the dominant food item for cats, occurring in 75 percent
of sampled scats (Smucker et al. 2000). Cats are one of the main predators feeding on nēnē eggs andgoslings at the HFU.
Cats have a universally damaging effect on insular forest birds and nesting seabirds (Moors andAtkinson 1984, Statterfield et al. 1998, USFWS 2005a). Species with low reproductive rates and highparental investment are particularly susceptible. In addition, cats are known to carry the protozoanthat causes toxoplasmosis. This disease is caused by the protozoan Toxoplasma gondii that has been
known to kill the endangered „alala and nēnē (TMA 2007). Several captive released „alala in theearly 1990s that died were diagnosed with toxoplasmosis (Ball, pers. comm). It is recommended that
all cats be removed prior to additional „alala releases at the KFU (Winter and Wallace 2006).
At HFU, live-trapping and removal is used for control of cats during the nēnē breeding season
October-April. Traps baited with sardines are deployed around primary nēnē nesting areas. These
traps are equipped with “gosling guards” which are placed in front of the opening to inhibit youngnēnē from entering the traps, and yet allow predators to enter. Traps are checked once a day andpredators that are caught are humanely euthanized using CO2 (Jeffrey, pers. comm.). Three cats weretrapped in 2007 (USFWS 2007a). No cat control method is currently used at the KFU.

Goats (Capra hircus)
Goats were introduced to Hawai„i around 1778 by European explorers. Large herds were present by
the 1850s. Tomich (1986) identifies goats in Hawai„i as the subspecies Capra hircus hircus. Wild
goats are established on Hawai„i, Maui, Kaua„i, Moloka„i, and Kaho„olawe (Scowcroft and Hobdy
1987). The first known major goat control began at Hawai„i Volcanoes National Park in the 1960s(Spatz and Mueller-Dombois 1973). Goats are not known from the HFU but a few dozen goats are
currently present on KFU (USFWS 2008). Goats prefer open habitat, such as grasslands, and scrub
but will take cover in open forests. They typically move in groups, with males more nomadic thanfemales. The home ranges of goats vary from 328 ft to 12 mi wide (Atkinson and Atkinson 2005).
Similar to other ungulates in the Hawaiian Islands, goats are considered to be habitat modifiers.
Goats have been implicated in causing declines of native woody legume species, such as thenutritious māmane (Tomich 1986) and koa. They have been observed consuming the shoots and root
suckers of koa and therefore inhibiting reproduction (Scowcroft and Hobdy 1987). By removing
native species, goats also help facilitate the invasion of noxious plant species, reducing native habitat,
cover, and food resources for native species that depend upon these plants (USFWS 2008).

Sheep (Ovis aries)
Sheep were brought to the Hawaiian Islands by Captain Cook in 1778. Populations became
established on Hawai„i Island and formerly Kaho„olawe (Atkinson and Atkinson 2005). Sheep
populations that had established in Mauna Kea‟s subalpine woodland in 1825 reached about
40,000 animals by the early 1930s. Public hunting in the area decreased the population to about
5,000 sheep in 1955, and by 1970 the sheep population had dropped to 1,500 (Scowcroft and Conrad
1992). Because sheep populations were having an impact on the endangered palila, the State of
Hawai„i was charged with violating the ESA, and all sheep were court ordered to be removed from
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the māmane forest portions of Mauna Kea. The removal was never completed and today sheep are
still present in the area (Scowcroft and Conrad 1992).
The Refuge estimates that more than 50 sheep are present on the KFU. These animals exist only
above 5,000 ft (USFWS 2008). The impacts of these animals are similar to other ungulates present in
the Hawaiian Islands. They consume the bark, leaves, and seedlings of native plant species, allow theinvasion of noxious weeds, and increase erosion by exposing soil. In particular, sheep have apreference for legumes such as koa and māmane trees (Scowcroft and Conrad 1992).

Mouflon (Ovis musimon)
Native to the islands of Sardina and Corsica, mouflon are considered to be a wild species of sheep.
These animals have become established on Lāna„i and Hawai„i Island, although the origin of these
populations is unknown (Tomich 1986). In 1962, mouflon were released in the Mauna Kea Forest
Reserve. By 1986, the entire population was estimated to be around 500, with the largest
concentrations occurring on the southeastern and northwestern flanks (Scowcroft and Conrad 1992).
Unlike sheep and goats, mouflon were not included in the court ruling to remove these species from
Mauna Kea during the late 1970s and early 1980s, but were added to the ruling later. Currently, thehighest concentrations of mouflon occur on the eastern slope of Mauna Kea (Tomich 1986) and thewestern and southern slope of Mauna Loa. These animals are also present on the KFU (USFWS2008).
The food habits, grazing and browsing behavior, and ecological impacts of mouflon are similar to
sheep (Scowcroft and Conrad 1992). They generally travel in small groups and have become adapted
to rugged ridges and gully habitats (Tomich 1986).

Donkeys (Equus asinus)
Donkeys are native to northeast Africa and were first recorded in the Hawaiian Islands in 1825. In
1965, two populations of donkeys existed on the Island of Hawai„i. Approximately 50-60 donkeys
were recorded on McCandless Ranch, part of which is now the KFU. An additional 19 donkeys
occurred in the Ka„ūpūlehu-Kīholo lava fields in North Kona (Tomich 1986). Roughly 7-10 donkeys
were later recorded on the KFU (Ball, pers.comm.).
Physically, a donkey resembles a horse with a larger head and longer ears. They thrive in warm, dry
climates. The diet of donkeys primarily consists of grass, but other plants are also eaten. Adult
donkeys have been documented to eat approximately 6,000 pounds of forage annually. Females
produce only 1 young each year and they have been documented to live 25 years on average.
Although donkeys do contribute to ecosystem change and degradation, primary literature on theimpacts of donkeys is sparse. In the Galapagos, donkeys have been reported to cause declines inplant populations (Carrion et al. 2007). Donkeys have been removed from several islands worldwide,
including San Miguel Island in California and several others in Mexico. Aerial hunting has proven tobe effective in areas with an open canopy, but ground hunting and contraceptive vaccines have also
been used (Carrion et al. 2007).

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Horses (Equus caballus caballus)
Though impacts from horses to the KFU ecosystem are unknown, horses have been recorded
wandering from neighboring ranch lands into this Unit. Horses do crop and trample vegetation as
well as deplete soils. Horses were first brought to the islands of Hawai„i and Maui in 1803. Thoughhorses were found in abundance after their introduction to the islands, the first report of feral horses
was by C.S. Judd when he talked about feral horses being driven out of the Mauna Kea forest reservein 1932. Horses were less prolific and unlike feral cattle, were unable to survive in the forest or highin the mountains. Consequently, there is little historical evidence of feral horses in large numbers ashave been recorded for feral pigs, goats, sheep, and cattle. Horses are hooved mammals whichhumans began to domesticate around 4,000 BC. They are capable of reproduction at 18 months withgestation lasting for 11 months, with 1 foal given birth to at a time.

Small Indian Mongooses (Herpestees auropuntatus)
The small Indian mongoose was intentionally introduced to numerous island ecosystems during the1800s and 1900s and has since expanded to large portions of Asia, Africa, Europe, Oceania, and theAmericas (Hays and Conant 2007). In 1883, the species was introduced to the main Hawaiian Islands
as a biocontrol agent against rats in sugarcane fields. Mongooses inhabit all habitat types from sea
level to nearly 10,000 ft on the islands of Hawai„i, Maui, O„ahu, and Moloka„i (Tomich 1986,
Staples and Cowie 2001). In other areas of the world, mongooses appear to avoid wet areas;
however, in Hawai„i, dense populations of mongooses are concentrated in wet habitats.
The small Indian mongoose is an agile light brownish-gray animal. It has short legs, small rounded
ears, and a bushy tail. The mean home range of a female mongoose in Hawai„i is approximately
3.5 ac and the main reproductive period occurs between February-August. Males can travel long
distances. The high density of mongooses in the Hawaiian Islands is due to the lack of natural
predators and diseases (Hays and Conant 2007).
The mongoose is a voracious omnivore, consuming insects, reptiles, mammals, amphibians, crabs,
plants, and birds. In Hawai„i, mongooses are diurnal predators that primarily prey on invertebrates
and secondly on small mammals (Hays and Conant 2007). They are a major threat to any grounddwelling and nesting species in Hawai„i. These mammals are known to prey on eggs, young, andadults of four endangered Hawaiian waterbirds, nēnē, various seabirds, and migratory shorebirds(Harrison et al. 1984, Moor and Atkinson 1984, Tomich 1986, Staples and Cowie 2001, Brisbin et al.
2002, Engilis et al. 2002, Mitchell et al. 2005). Mongoose populations are managed using traps anddiphacinone rodenticide. Hays and Conant (2007) warn that the use of traps may be ineffective
because they can lure mongooses into unoccupied habitat areas.
Trapping efforts on HFU during nēnē breeding season, October-April, yield primarily mongooses.
Approximately 23 mongooses were caught by traps at the HFU in 2007 (USFWS 2007a). Mongooses
are the main predator on nēnē eggs and goslings at the HFU.

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4.12.4 Introduced Reptiles and Amphibians
About 27 species of reptiles and amphibians have become established on the Hawaiian Islands. In
spite of this number, the impacts of these nonnative species in island ecosystems are generally
understudied (Sin et al. 2008). Several species of nonnative reptiles and amphibians exist in
substantial numbers on the Island of Hawai„i and may have the potential to threaten native
ecosystems such as the Hakalau Forest NWR.

Coqui Frogs (Eleutherodactylus coqui)
The coqui frog, endemic to Puerto Rico, was unintentionally introduced to Hawai„i in the late 1980s
through the nursery industry. This frog measures about 1 inch long. The back of the coqui ranges incolor from light to dark brown, while its belly is white to yellow. The frog can survive between sea
level-4,000 ft and is primarily spread by humans translocating infested vegetation. The current
distribution of the coqui frog encompasses 250 populations on all four main islands; however, thelargest concentration occurs on the Island of Hawai„i, where the frog has infested about 10 mi2 basedon 2007 estimates (HISC 2007). In certain areas of Hawai„i, the coqui frog has reached densities of
50,000 frogs per acre (Sin et al. 2008).
In contrast to other nonnative reptiles, the coqui frog has received an ample amount of attention
because its loud mating call has adversely impacted the economy of Hawai„i (Kraus and Campbell
2002). This loud “Ko-KEE” call is produced only by the males and is most vocal after sunset andduring rainfall. Research has found that they consume a large amount of small invertebrates,
especially insects. They have been observed eating invertebrates on vegetation at night and in thelitter during the day. This generalist predator species has been found to eat about
350,000 invertebrates per 2.47 acres each night (Staples and Cowie 2001, Sin et al. 2008). Although
the coqui primarily consumes nonnative insects, they could also reduce endemic invertebrate
populations in Hawai„i.
Indirect impacts are also observed. The presence of coqui frogs lowers herbivory rates by decreasing
the amount of herbivorous insects. Coqui have also been shown to increase nutrient cycling rates by
increasing concentrations of several nutrients, increased leaf litter decomposition rates, andincreasing the number of new leaves on an invasive plant species. This acceleration of the nutrient
cycle could negatively affect slow-growing native plant species while giving nonnative species acompetitive advantage (Sin et al. 2008).
Although coqui studies have not been conducted at the KFU, frogs may potentially be on the Refuge.
Coqui frogs are known to occur at high numbers at the nearby Waiea Transfer Station (Ball, pers.
comm.).
The Coqui Frog Working Group is a partnership of various agencies and organizations that conductongoing coqui frog research and control. This group includes the University of Hawai„i, Big Island
Invasive Species Committee (BIISC), Hawai„i DLNR, Hawai„i Department of Agriculture, Countyof Hawai„i, Hawai„i Island Economic Development Board, USDA, and the Service. Extensive
research has been done on a wide variety of surfactants, registered insecticides, pharmaceuticalproducts, and food additives that could be used to control frogs. Originally, coqui frog control was

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limited to hand-capture until the EPA granted certified pest-control operators an emergency
registration to hand-spray caffeine for control in limited situations (Kraus and Campbell 2002).
Currently, both chemical (citric acid) and nonchemical (hand-capture and hot shower) control
methods are available to the general public. Hydrated lime was previously used against the frogs;
however, as of April 2008, it is illegal to use hydrated lime to control coqui frogs in Hawai„i until the
EPA permit is renewed (http://www.ctahr.hawaii.edu/coqui/control.asp). Community interest incoqui control remains high although public funding for local programs has been cut and/or
eliminated in recent years. The current tools and resources for controlling the coqui frog are notsufficient to eradicate populations. New technology, such as thermal heat treatment units and new hot
water showers for nursery plants being shipped to the mainland are being developed (HISC 2007).

Jackson’s Chameleons (Chamaeleo jacksonii)
Jackson‟s chameleon was introduced to Hawai„i from East Africa in 1972. The current distribution isfrom sea level- 2,000 ft on the main Hawaiian Islands. They prefer shrub or arboreal habitats with a
daytime temperature between 70-90°F and a nighttime temperature between 50-68°F. The initial lawthat prohibited individuals from possessing Jackson‟s chameleons in Hawai„i was overturned in
1994. Jackson‟s chameleon is characterized by its ability to rapidly change color and pattern and its
long tongue that helps to capture prey. The sticky tip of the tongue can reach small invertebrates(e.g., insects, spiders, and small snails) in 0.06 seconds (Waring 1997). Prey capture is facilitated byindependently rotating eyes. They average 10 in in total body length (Staples and Cowie 2001). The
reproductive capabilities of Jackson‟s chameleon contribute to its invasive potential. The average
clutch is 28.7 eggs and each female has a maximum of 5 clutches (Masurat and Masurat 1996).
Although the elevational range of this species is generally below the Refuge units, Jackson‟schameleons are known to occur at lower elevations below the KFU and could impact the forested
areas of both units as a result of global climate change. The Jackson‟s chameleon consumes both
native insects and bird eggs (Staples and Cowie 2002).

4.12.5 Introduced Arthropods
Invasive arthropods in Hawai„i include insects, spiders, mites, centipedes, and millipedes. An
estimated 20 arthropod species invade and establish themselves in the Hawaiian Islands each year
(Messing et al. 2007). Haines and Foote (2005) found that the abundance of invasive insects
decreased with increasing native insect diversity at the KFU.

Southern House Mosquitoes (Culex quinquefasciatus)
The southern house mosquito was introduced to the Hawaiian Islands around the 1820s and occurs
from sea level-4,921 ft on the Island of Hawai„i (Ahumada et al. 2004). Elevation plays a large rolein the population dynamics of mosquitos. At lower elevations, the southern house mosquito has beenfound to occur in high numbers and populations consistent throughout the year. In contrast, mosquito
populations in middle and high elevation areas are relatively low and show biannual extremes; highnumbers occur from August-September and lower numbers occur between February-May (LaPointe2000).

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Mosquito distributions are also affected by ambient temperature, with population growth rates
increasing with temperature. Ahumada et al. (2004) estimated that mosquito populations on Hawai„iIsland can survive in areas with an annual temperature of 58.3°F and a summer temperature of
55.8°F. LaPointe (2000) found that the southern house mosquito can complete larval development at
53.6°F. As a result of these temperature restrictions, mosquitoes on the Island of Hawai„i can survive
up to approximately 4,839 ft. This range could extend to 5,625 ft during the summer. Rainfall also
influences mosquito prevalence and survival because adults require water filled cavities to breed andlarval stages are highly susceptible to drought (Ahumada et al. 2004). Additional factors, such assize, can contribute to survival rate. Larger individuals have a higher feeding success, survivorship,
and infection potential (LaPointe 2000).
The southern house mosquito is a primary vector for several diseases that impact native Hawaiian
birds. Mosquito-borne avian diseases, principally avian malaria and the avian pox, have been
implicated as the main reason for mortality of the native Hawaiian forest birds (Van Riper et al.
2002, LaPointe et al. 2005, Reiter and LaPoint 2007). As a result, some bird species are only able tosurvive at higher elevations, above the mosquito zone. Other mosquito species have been shown tocarry both diseases to a lesser degree (LaPointe et al. 2005).
Although mosquitoes are able to persist and complete their life cycle at higher elevations, avian
malaria oocysts may not be able to develop in cooler temperatures. Benning et al. (2002) estimatedthat the threshold temperature for transmission of avian malaria is 55.4°F. Avian malaria prevalence
is highest in mid-elevation forests with annual temperatures of 63°F. Thus, mosquitoes living at
higher elevations may not be able to transmit avian malaria (Ahumada et al. 2004).

Western Yellowjacket Wasps (Vespula pensylvanica)
Western yellowjacket wasps were first recorded in the Hawaiian Islands in 1919, although they did
not become established on Hawai„i Island until the 1970s. The annual cycle of the western
yellowjacket wasps is regulated by climate (Gambino and Loope 1992). The queen, which hibernates
during the winter months, establishes a colony in spring, and populations subsequently peak in thesummer. However, because of Hawai„i‟s warmer climate, overwintering colonies occur irregularly in
the Hawaiian Islands (Gambino and Loope 1992, Nishida and Evenhuis 2000, Haines and Foote2005).
This wasp species threatens native insect communities by preying on native species, especially larvaeand pupae. This includes rare and endangered species such as Drosophila flies (Mitchell et al. 2005)
and the koa bug (Johnson et al. 2005). In addition, the wasps compete with native predators andpollinators for various food resources. This may in turn have a larger ecosystem impact by removing
prey for native species (Haines and Foote 2005). It has been suggested, but there is no evidence, thatthe wasps may feed on native birds or their eggs and nestlings (Jeffrey, pers. comm.).
Preliminary work on the distribution of western yellowjacket wasps at the HFU has been conducted(Foote 2002, Howarth et al. 2003). The prevalence of these wasps on the HFU is cyclic (USFWS
unpubl.). Trapping during the early 1990s shows that during wet years, few western yellowjacket
wasps are observed, and populations increase during dry years (Jeffrey, pers. comm.).
At the KFU, populations of western yellowjacket wasps have been monitored using plastic
yellowjacket traps hung from branches and baited with heptyl butyrate (Haines and Foote 2005). The
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wasps are widely established throughout the unit, except between 3,500-5,453 ft. The relative
abundances of western yellowjacket wasps varied over time, with peaks during autumn (SeptemberDecember) at the lower elevations and peaks during winter (August- February) at the upper reaches.
These seasonal fluctuations are typical of western yellowjacket wasp populations observed in othermesic forests (Haines and Foote 2005).
Western yellowjacket wasp populations can be reduced by directly applying a pesticide to an active
nest or by using a combination of bait (e.g., canned tuna cat food) and chemical toxicant (0.5 percent
microencapsulated diazinon). This was found to be particularly effective in controlling populations(Nishida and Evenhuis 2000).

Two-spotted Leafhoppers (Sophonia rufofascia)
The two-spotted leafhopper has been implicated in the dieback of uluhe and „ōhi„a (Haines and Foote2005). The leafhopper is present on the KFU, especially between elevations of 1,900-4,500 ft. Within
the lower reaches, additional concentrations occur specifically at about 2,297-3,117 ft.
Rainfall, temperature, and vegetation differences may play a role in these distributional trends(Haines and Foote 2005). Currently, a management strategy has not been developed to control thetwo-spotted leafhopper.

Ants
More than 40 nonnative ant species have colonized Hawai„i (Hawaii Ant Group 2007). Ants havebeen labeled as the “the greatest arthropod threat to conservation in the Pacific” (Nishida andEvenhuis 2000) due to their impact to native flora and fauna. Ants are plant predators that harvest
seeds, prune foliage, and directly compete with native invertebrates and vertebrate species, creating
favorable conditions for other invasive biota (Nishida and Evenhuis 2000).
Four ant species were collected from the KFU: Cardiocondyla wroughtoni, Paratrechina
bourbonica, Solenopsis papuana, and Tetramorium bicarinatum. Ant abundances were measured at
the KFU using protein bait (canned cat food) and carbohydrate bait (guava jam). Two of these
species (P. bourbonica and S. papuana) were found in high numbers at KFU (Haines and Foote2005). Occurring between 1,900-3,050 ft, these species were observed only in the lower reaches of
KFU. Only a few specimens of the two additional ant species (C. wroughtoni and T. bicarinatum)
were noted (Haines and Foote 2005).
Ant control is difficult in dense forests, and current control methods have proved ineffective. The useof baits with pesticides helps to control population, but entail aerial application of a bait product.
This technique is not permitted in Hawai„i (Haines and Foote 2005).

4.12.6 Introduced Plants
Invasive species are recognized as a major threat to native ecosystems and to the survival of
threatened and endangered species (Pimental 2005). At the ecosystem level, invasive plants havebeen shown to be capable of changing fire regimes (D‟Antonio and Vitosek 1992), altering nutrient
cycling patterns (Vitousek 1990), and modifying the surface runoff of water (Vitousek 1992).

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Invasive plants can physically displace native species, and/or supersede them by competition forwater, nutrients, or other limited resources. Nonnative plants can also be vectors and hosts for
introduced pests and diseases to which the native species lack natural defenses (Jui et al. 2007).
Some invasive plants have allelopathic properties. Furthermore, compared to native plants,
introduced plants lack their natural enemies in the introduced range, which again gives them acompetitive edge over native species. Some invasive plants are faster growing and can therefore
easily and quickly colonize, establish, and displace native species (Blossey and Notzold 1995).
Island ecosystems are particularly vulnerable to biological invasions (Loope and Muller-Dombois
1989, Denslow 2003). In spite of a multitude of plant species that have been introduced to Hawai„i,
only about 1 percent (130 of 13,000 species) of them are considered invasive and have a negative
impact on the native habitats; however, the Hawai„i DLNR anticipates that an additional 200 300 species already present in the State may become problems in the future(http://www.state.hi.us/dlnr/dofaw/hortweeds/). In general, detrimental invasive plant species exhibita lag phase in which the species will exist at low concentrations for a period of time before spreading
across the landscape (Hobbs and Humphries 1995).
Invasive plants are successful in island ecosystems due to a multitude of traits. According to Staples
et al. (2000), invasive plants in Hawai„i share the following biological and reproductive
characteristics:
Adaptable to and capable of thriving in different habitats;Tolerant of variable conditions (such as light, temperature, moisture);
Fast growing;
Tolerant of disturbance;
Easily dispersible to new localities by seeds, fruits, spores, or vegetative parts;
Produce small seeds/spores early in life;
Long reproductive periods;
Dispersed by animals; andNeed no special germination requirements.
As a result of these traits, control and eradication of introduced weeds has been a top priority ofnatural resource managers in Hawai„i (Jacobi and Price 2007). For this reason, several databases
have been developed to assist in invasive plant species control. The Hawai„i-Pacific Weed Risk
Assessment (HPWRA) is a research project conducted by the University of Hawai„i and the USDA
Forest Service to identify plants that pose a high risk in Hawai„i and other Pacific Islands. This
database provides detailed species information and scores species based on the risk of invasion.
HPWRA score for species on the Hakalau Forest NWR are provided in Table 4-10.

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Table 4-10. List of Invasive Plant Species Known to Currently Occur at Hakalau
Forest NWR.
SpeciesCommon Name(s)Anacardiaceae
Schinus terebinthefolius
Aquifoliaceae
Ilex aquafolia
Asteraceae
Hypochaeris radicata
Senecio madagascariensis
Senecio mikanioides
Caprifoliaceae
Lonicera japonica
Cucurbitaceae
Coccinia grandis
Cupressaceae
Cryptomeria japonica
Euphorbiaceae
Ricinus communis
Fabaceae
Ulex europaeus
Juncaceae
Juncus effuses

Mango family
Christmas berry
Holly family
English holly
Sunflower family
hairy cat‟s ear
fireweed
German ivy
Honeysuckle family
Japanese honeysuckle
Gourd family
ivy gourd
Cypress family
Sugi pine
Spurge family
castor bean
Bean, pea family
gorse
Rush family
Japanese mat rush,common rush
Melastoma family
Koster‟s curse
glorybush, cane tibouchina-Bayberry family
firetree
Myrtle family
eucalyptus
strawberry guava
Evening primrose family
fuchsia
Passion flower family
banana poka
Pine family
pine
Grass family
broomsedge
sweet vernalgrass
redtopnarrow-leaved carpetgrass
weeping grass,meadow ricegrass

Melastomataceae
Clidemia hirta
Tibouchina herbacea
Tibouchina urvilleana
Myricaceae
Morella faya
Myrtaceae
Eucalyptus spp.
Psidium cattleianum
Onagraceae
Fuchsia spp.
Passifloraceae
Passiflora mollissima
Pinaceae
Pinus spp.
Poaceae
Andropogon virginicus
Anthoxanthum odoratum
Agrostis alba
Axonopus fissifolius
Ehrharta stipoides

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Hakalau Kona HPWRA
Forest Forest
Score
X

19

X
X
X
X

X
X

X

23
12

X
X

-3
X

X

20

X

X

X
X

X
X

24
10

X

18

X
X

X

X
X
X
X
X
X

X

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SpeciesCommon Name(s)Hakalau Kona HPWRA
Forest Forest
Score
X
X
12
X
18

velvetgrass
Holcus lanatus
dallis grass
Paspalum dilatatum
Pennisetum clandestinum Kikuyu grass
Polygonaceae
Buckwheat family
common sheep sorrel
X
Rumex acetosella
Proteaceae
Protea family
silky oakGrevillea robusta
Ranunculaceae
Buttercup family
Japanese anemone
X
Anemone hupehensis
Roseaceae
photinia
X
Photinia davidiana
Florida blackberry
X
Rubus argutus
Thimbleberry
X
Rubus rosifolius
Zingiberaceae
Ginger family
X
Hedychium gardnerianum Kahili ginger
Source: Jacobi and Price (2007), Barnett and Simonson (2008).

X

X
X
X

5

-2
21.5
16

Hakalau Forest Unit
Numerous invasive plant surveys have been conducted at HFU (Stone et al. 1991, Jacobi and Price
2007, Barnett and Simonson 2008), where approximately 45 nonnative plant species have beenrecorded. Although similar nonnative species occur at all elevations, the highest concentration ofnonnatives are found at the higher elevations from 5,000-5,500 ft compared to the lower elevation
forest (Barnett and Simonson 2008). This trend has also been observed in other Hawaiian forests(D‟Antonio et al. 2000); in comparison to high-elevation sites, middle elevations have steeper
topography and greater precipitation, resulting in denser forests that are less accessible to humans,
ungulates, and nonnative plant species (Pejchar and Press 2006).
At the HFU, historical anthropogenic impacts that occurred at higher elevations, such as cattle
ranching, logging, and fire, removed the native forest and allowed for the invasion of nonnative plant
species (Scowcroft and Jeffrey 1999, Barnett and Simonson 2008). Adjacent land uses also increase
the continued problem of invasive species. Invasive plants are abundant at the adjacent Pīhā GameManagement Area due to the presence of pigs that act as vectors (Jeffrey, pers. comm.).
Jacobi and Price (2007) focused on 25 invasive plant species that pose a serious threat by displacing
native plants and disrupting native ecosystems. Three species (Ehrharta stipoides, Juncus effuses,
and Rubus argutus) showed an increase in frequency from 1987-2007. Barnett and Simonson (2008)
found a negative relationship between nonnative species cover and native canopy cover suggestingthat disturbances that reduce canopy cover increase the ability of invasion. Pattison et al. (1998)
found a similar trend and suggested that invasive species have a higher ability to capture and utilize
light resources, particularly in high-light, disturbed areas.
Invasive plants such as gorse, Florida blackberry, English holly, Photinea, and banana poka are being
controlled at the HFU using a combination of mechanical and chemical removal. Additional invasiveplant control techniques include removal of ungulates and reforestation with native species.

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Figure 4-7 demonstrates an example of the survey and monitoring scheme for invasive weeds at the
HFU utilizing existing transect lines also utilized for forest bird and ungulate surveys.

Kona Forest Unit
The results of the invasive plant surveys conducted on the KFU have not been compiled. The Final
Environmental Assessment for Fencing of the Kona Forest Unit of the Hakalau Forest National
Wildlife Refuge (2008) identifies the following nonnative plants as management concerns:
strawberry guava, Christmas berry, banana poka, Koster‟s curse, Florida blackberry, German ivy,
and nonnative pasture grasses.
Invasive plant control has not been conducted at the KFU, but will commence following theconstruction of an ungulate-proof fence and with staffing/funding. After fencing, the Refuge will
work with available staffing and partners (e.g., Three Mountain Alliance) to survey and conduct
control efforts as needed. Weed management will be mostly above 3,600 ft because understory below
this elevation is mostly invasive plants and is too degraded. This work will be conducted from higher
elevation to lower elevations to reduce further spread of invasives.
Banana Poka (Passiflora mollissima)
Banana poka, a vine native to South America, was introduced to the Hawaiian Islands in the early
20th century. The plant tolerates a wide range of environmental conditions and has a rapid growth rate
(LaRosa 1992). In Hawai„i, banana poka invades disturbed forest gaps and forms curtains that
exclude available light for native forest trees (USFWS 1996b). Banana poka is dispersed by pigs,
cattle, and game birds, which eat the fleshy fruit and disperse seeds (NRCS 2005).
A combination of herbicide, manual removal, and biocontrol has been used to control this species.
Applying herbicide to cut stems has shown to control some infestations (LaRosa 1992). Banana poka
infestations on Hawai„i Island have also been controlled by the introduced fungus Septoria
passiflorae; however, this biocontrol agent is not effective on the Kona side of the island where acidrain inhibits the germination of S. passiflorae spores (Trujillo 2005). The passion vine butterfly was
also introduced, but control was not successful (LaRosa 1992).
The species is largely concentrated in the Upper Maulua Tract of the HFU, initially infesting about
3,000 ac, but the area has been reduced by manual removal. A total of 210 ac were controlled from2006-2007. The eradication of pigs has also contributed to its control (NRCS 2005). Grazing by
cattle presently helps to control the spread of this species on the KFU; thus, banana poka control
measures will be needed following the removal of cattle.
Investigations at the HFU found that banana poka nectar is three times more concentrated than „ōhi„anectar. It provides the three main sugars (glucose, fructose, and sucrose). However, passerines do not
express the digestive enzyme for the disaccharide sucrose and therefore can only obtain 5 percent“digestible” sugars from the banana poka nectar (Kapono, pers. comm).
Christmas Berry (Schinus terebinthefolius)
Christmas berry is an aggressive, rapidly spreading plant native to Argentina, Brazil, and Paraguay. It
can grow as a tree or shrub up to 23 ft in height. Christmas berry has become naturalized in mesic,
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Figure 4-7. Hakalau Forest Unit 2007 weed survey.

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To preserve the quality of this figure, this side was left blank intentionally

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disturbed areas throughout the Hawaiian Islands. It can form dense thickets on steep slopes (Wagner
et al. 1999).
Christmas berry is considered a pioneer species because it quickly colonizes disturbed areas. The
invasive attributes of Christmas berry include a large number of fruits, bird dispersal, and a tolerance
to shade, fire, and drought. Furthermore, Christmas berry is believed to have allelopathic properties,
which increases its competitive ability with neighboring plants (Hight et al. 2003). Due to thesecharacteristics, this species is recognized as a noxious weed by the Hawai„i Department ofAgriculture.
Three biocontrol insects have been released in the Hawaiian Islands to control this species. This
includes a seed-feeding beetle in 1960, a leaf-rolling moth in 1954-1956, and a stem-galling moth in
1961-1962 (Hight et al. 2003). An accidentally introduced seed-feeding wasp has also been foundattacking seeds of Christmas berry. A foliage feeding sawfly was tested as a potential biologicalcontrol agent for Christmas berry; however, this species was not introduced due to its risk to thenative „ohe kukuluae„o (Hight et al. 2003).
English Holly (Ilex aquafolia)
English holly grows as a tree or shrub reaching over 16 ft in height. Growing in mesic to wet forestsand open bogs, English holly shades out native groundcover species (Jacobi and Price 2007).
Although this species is relatively slow growing, it is easily dispersed by birds due to the presence of
red fleshy fruits (USFWS 1996b).
English holly was planted at the HFU by the previous landowners. Control activities began at the
HFU when the holly infestation was estimated at 500 ac. Between 2006-2007, 102 ac were treated.
This species can be controlled using EZJect®, which injects glyphosate-filled capsules into the treecambium layer (Van Driesche and Van Driesche 2000, NRCS 2005). Treatment of germinating seeds
must be continued to maintain control. Even if English holly is eliminated from HFU, birds willcontinue to bring seeds into the forest from nearby infected areas.
Florida Blackberry (Rubus argutus)
The Service considers Florida blackberry to be a primary invasive plant species of concern. Native tothe central and eastern United States, Florida blackberry has been naturalized in the mesic and wet
forests and subalpine grasslands in Hawai„i. It primarily occurs from 656-7,546 ft (Wagner et al.
1999). This shade-intolerant species grows into dense thickets in forested and disturbed areas lacking
extensive understory. The stems of Florida blackberry are covered with straight or hooked thorns,
and the fruit is bird-dispersed (USFWS 1996b). Once established, it spreads by undergroundrhizomes (Loope et al. 1992).
Blackberry is mainly treated at the HFU June-October using 0.5 percent Garlon 3A®, a foliar-applied
spray that does not kill native plants (Jeffrey, pers. comm.). Estimates by the Natural Resources
Conservation Service (2005) suggest that this species infests approximately 10,300 ac of open andclosed canopy forest. In 2006, 774 ac were treated and an additional 350 ac were treated in 2007.
Although intense control efforts have been in place for this species, a slight increase in the blackberry
population (8.6 percent) occurred between 1987-2007 (Jacobi and Price 2007). This increase may be

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due to the removal of browsers (Van Driesche and Van Driesche 2000). Continued control efforts
and monitoring are ongoing at the HFU.
German Ivy (Senecio mikanioides)
This fleshy perennial vine occurs in dry forests, moist forests, and coastal areas in the Hawaiian
Islands. In particular, it climbs tall trees in the forest on Mauna Kea, Mauna Loa, and Hualālai(Motooka et al. 2003). German ivy prefers high light areas, where it can smother native vegetation(Wagner et al. 1999).
Various herbicides, such as triclopyr and foliar glyphosate, can be used to control German ivy.
Effectiveness may be enhanced by cutting and drying the stems, while spraying the remaining parts
with glyphosate (Motooka et al. 2003). No control work has been conducted for this species at either
the HFU or KFU.
Gorse (Ulex europaeus)
Native to Western Europe and coastal areas of the Mediterranean, gorse was first recorded in Hawai„iin 1920. It has also spread to several other regions such as New Zealand, Australia, Chile, andCalifornia. This woody legume is spiny and can grow up to 10 ft in height (Davies et al. 2008). It ishighly adapted to disturbed landscapes with low fertility and nutrient depleted soils, such as
pastureland. It prefers more acidic soils, with a pH 4.5-5.0, and can acidify surrounding soils (Learyet al. 2006). In Hawai„i, flowering can occur for a 9-month period (Tarayre et al. 2007).
Subsequently, a large number of seeds are produced in small pods (Davies et al. 2008).
Dense, impenetrable thickets of even-aged, mature plants grow on Maui and Hawai„i Island (Leary et
al. 2006). However, unlike other invasives present on the Refuge, gorse infests high-elevation pastureareas rather than forest. The original gorse infestation on the HFU was estimated at 3,200 ac but was
reduced to 75 ac by 1999. The infestation is largely concentrated in the southern portion of the
Refuge near Pua „Ākala Ranch (Tomonari-Tuggle 1996). The current frequency of gorse on the
Refuge is approximately 0.1 percent (Jacobi and Price 2007). Although the infestation of gorse on the
HFU is minor, the adjacent Department of Hawaiian Home Lands (DHHL) ranch lands are heavily
infested. The gorse infestation in this area increased from 4,942 ac in 1992 to over 9,884 ac in 2006
(Leary et al. 2006).
Thick gorse growth completely inhibits regeneration of native species. Perennial growth of thisspecies can occur up to 30 years. Other characteristics that contribute to the invasive ability of gorse
are its nitrogen fixing ability and large persistent soil seed bank. The seeds can remain in the seedbank for 30-60 years (Jeffrey, pers. comm.). Similar to the nonnative grass species, gorse serves as afuel for fires by posing a risk of ignition and sustaining the spread of fires; a 12 in patch can produce
60 ft flame length (USFWS 2002a). As a result of these characteristics, it has been designated as anoxious weed species in the State of Hawai„i (Leary et al. 2006).
Spraying with an herbicide and then burning once the gorse is dead was originally used to control
this invasive; however, the gorse sprouted vigorously from the trunk and seedlings were found to be
stimulated using this technique. Currently, the Refuge controls gorse year-round (primarily
September-May) by using a bulldozer with a rake to pull out large rooted plants and then spraying
small plants with Garlon 3A at 3 percent foliar spray with Silwet (Jeffrey, pers. comm.). During
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2006-2007, the Service controlled approximately 2,400 ac of gorse. Ongoing monitoring andtreatment for seedlings and regrowth occurs in all treated areas. Gorse is not shade tolerant;
reforestation efforts are expected to increase the dense canopy of native forest and prevent gorsefrom reestablishing. A partnership between the Refuge and DHHL has resulted in an attempt tocontain the spread of gorse by planting native koa trees and thereby shading out the species in a
195-acre area immediately above and adjacent to the HFU.
The State Department of Agriculture has, over the past 20 years, released a host of biocontrol insects
to control gorse. On Maui, an introduced caterpillar (that eats the flowers) reduced the reproductive
potential of the species by 73 percent. In 1989, the moth Agonopterix ulicitella was introduced tocontrol gorse by feeding on new shoots (Loope et al. 1992). The thrip Sericothrips staphylinus
browses on gorse plants, but it is not yet clear how much this species will contribute to control in
Hawai„i (Hill et al. 2001). The gorse seed weevil Exapion ulicis, which feeds on gorse foliage andflowers for most of the year, has also been introduced to Hawai„i (Davies et al. 2008).
Japanese Mat Rush (Juncus effuses)
Japanese mat rush is known to occur in shallow marshes and disturbed, moist areas around the globe.
It is able to establish monospecific stands in former agricultural areas and in disturbed forest areas
due to vigorous clonal growth and high seed production (Smolders et al. 2008). The light seeds allow
for easy dispersal and the dense tussocks and culms of the rush expand underground by lateralrhizomes. In nutrient-poor areas, mowing has proven to be an effective removal technique (Smolders
et al. 2008).
This species is common on the HFU. This perennial herb is naturalized along streams, ponds, andbogs in Hawai„i. It is known to occur between 3,280-6,562 ft (Wagner et al. 1999). From 1987-2007,
the frequency of this species on the HFU rose by 13.7 percent (Jacobi and Price 2007). Japanese matrush has also invaded native Carex bogs. Pigs eat the native sedge, removing the native plants andfacilitating the increase and spread of Japanese mat rush (Jeffrey, pers. comm.).
Kikuyu Grass (Pennisetum clandestinum)
Kikuyu grass is a fast growing grass species that forms mats and spreads by rhizomes and stolons.
Kikuyu grass is native to eastern Africa, but has spread throughout the tropics and subtropics (Holmet al. 1977). It occurs primarily in cool fertile areas (Scowcroft and Jeffrey 1999) between sea level6,600 ft (2,000 m) elevation. It propagates vegetatively because the small, inflorescences rarely
produce seeds (Holm et al. 1977). It is shade-tolerant, and the root morphology may also be altered inshaded areas (USFWS 1996b).
Kikuyu grass is a particular management concern because the species forms dense mats, preventing
the establishment of native seedlings. It competes with native seedlings for nutrients, light, and water(Scowcroft 1992), and increases the frequency and intensity of fire (Smith and Tunison 1992).
Kikuyu grass, in combination with gorse, was determined to be the primary fuel for wildland fires atthe HFU in 2000. In addition, the plant can withstand defoliation by natural processes, such as frost,
drought, hurricanes and treefalls, as well as grazing (Holm et al. 1977, USFWS 1996b). Furthermore,
Kikuyu grass has been reported to possess allelopathic substances (Smith 1985). For these reasons, it
is a federally listed noxious weed and according to the USFS and DOFAW it is considered a highrisk weed species for creating ecological and economic harm in Hawai„i.
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Kikuyu grass occupies much of the upper portion of the HFU and is particularly dense in the Upper
Maulua Unit. Kikuyu grass occurred with the highest frequency in sampled plots during a study by
Barnett and Simonson (2008). Between 1987-2007, the frequency of Kikuyu grass at HFU decreasedby 27.8 percent (Jacobi and Price 2007). Applications of the herbicide glyphosate have been tested tocontrol Kikuyu grass in endangered plant outplanting sites and koa outplanting sites. In addition, thegrass-selective herbicide Fluazifop-p-butyl (Fusilade) was tested as a post-plant application (Leary,
pers. comm.).
Koster’s Curse (Clidemia hirta)
Koster‟s curse is native to Central and South America and the Caribbean Islands. It has become
naturalized in several Pacific Islands, Malaysia, India, and eastern Africa. It was first found on O„ahu
in 1941 and subsequently spread to the other main Hawaiian Islands (DeWalt et al. 2004). On
Hawai„i Island, infestations occur at the Waiākea Forest Reserve, Puna, Kohala Mountains, andabove Laupāhoehoe (Smith 1992). The Koster‟s curse population at the KFU has increased rapidly
over the last 10 years along the lower road (Ball, pers. comm.).
This woody shrub grows to an average height of 6.6 ft. The stems are covered with red bristles andthe leaf surfaces are pleated (Whistler 1995). Koster‟s curse can be found in open pastures, riparian
areas, and roadsides, as well as in forest gaps and understory up to 4,921 ft elevation (DeWalt et al.
2004).
Several characteristics of Koster‟s curse contribute to its invasive potential in Hawaiian forests. It isrelatively shade tolerant and has no natural enemies in Hawai‟i. It is dispersed by a variety oforganisms including humans, birds, pigs, and mongooses (Smith 1992). Each plant produces over
500 small berry fruits, each containing over 100 very tiny seeds. These seeds can remain dormant for
up to 4 years. Furthermore, Koster‟s curse grows well in disturbed areas and can easily displacenative understory species (Smith 1992). This species is considered a noxious weed by the Hawai„i
Department of Agriculture.
Several biological control agents have been introduced against Koster‟s curse in the Pacific. On
Hawai„i Island, this includes Liothrips urichi, a thrip that attacks the terminal leaves and internodesof Koster‟s curse (Hill et al. 2001, DeWalt et al. 2004). Because L. urichi prefers to lay eggs in open
areas, the thrip has reduced populations in open areas, but not forested habitats. A leaf-mining beetle(Lius poseidon) and a fungus (Colletotrichum gloeosporioides) were also released throughout theisland to control Koster‟s curse (DeWalt et al. 2004). Collectotrichum gloeosporioides has caused
declines in Koster‟s curse on O„ahu; however, it requires repeated applications (Trujillo 2005). In
addition, Carposina bullata (Carposinidae) feeds on flower buds and Mompha trithalama(Momphidae) feeds on flowers and berries (DeWalt 2006). None of these biocontrol agents havecaused declines in Koster‟s curse abundance in Hawaiian forest understory (DeWalt 2006). Koster‟scurse is also susceptible to a number of herbicides (e.g., 2,4,5-T, 2,4-D, Trichlopyr) (Smith 1992).
Photinia (Photinia davidiana)
Photinia is listed as one of Hawai„i‟s worst invasive horticultural plants by DOFAW. The shrub
threatens mesic forests on Hawai„i and O„ahu from 4,500-6,000 ft(http://www.state.hi.us/dlnr/dofaw/hortweeds/species/phodav.htm).

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elevation forests in the Nauhi Cabin area (Jacobi and Price 2007). Currently, it occurs in the forests
both above and below Nauhi cabin, on both sides of Nauhi Stream, and at elevations 5,200-5,500 ft.
Photinia produces a large number of red fleshy fruits that are dispersed by birds (Jacobi and Price2007).
Strawberry Guava (Psidium cattleianum)
Strawberry guava is considered one of Hawai„i‟s worst invasive plant species (Wagner et al. 1999,
Motooka et al. 2003, Uowolo and Denslow 2008). Introduced to Hawai„i in 1825, strawberry guava
is widely distributed in the mesic and wet areas throughout the Hawaiian Islands. It tolerates a varietyof habitats up to 4,265 ft elevation. Strawberry guava can form dense, monotypic stands consisting oftrees 20 ft high. These stands suppress and exclude native species (Wagner et al. 1999, Motooka et
al. 2003). Furthermore, strawberry guava has a rapid growth rate and is shade-tolerant. The red fruitsof strawberry guava are eaten by rodents, pigs, and birds. These animals help to disperse andgerminate the prolific seeds. In addition, strawberry guava fruits host crop-damaging fruit flies that
economically impact the State‟s agriculture industry (Motooka et al. 2003, Tummons 2008, Uowolo
and Denslow 2008, USFS 2008).
It has been estimated that strawberry guava has the potential to invade 47 percent of the land area of
Hawai„i Island. At least 10 endangered species are restricted to habitats within this range (USFS
2008). As a result of these factors, strawberry guava is considered an important management concern
at the KFU and the lower elevations of HFU. In 2003, one strawberry guava plant was found along
the Alleyway fence line, in the Middle Honohina Unit, possibly introduced by the fence construction
crew in 1986.
Current control methods are expensive, only temporarily effective, and cause harm to surrounding
nontarget plants. Manually, strawberry guava can be removed by grubbing or using a weed wrench(USFS 2008). Strawberry guava can also be controlled using herbicides applied to foliage (triclopyr,
dicamba, and 2,4-D), basal bark (triclopyr, 2,4-D, picloram), or cut stumps (triclopyr amine)(Motooka et al. 2003). Chemical and mechanical control efforts are likely most effective 3 months
after the fruiting season because strawberry guava seeds will not survive beyond this time period(Uowolo and Denslow 2008). Controlling strawberry guava in natural areas on Hawai„i Island using
only these techniques would cost roughly $18 million (Tummons 2008).
Tectococcus ovatus, a scale insect which reduces fruit and seed production in Brazil, is currently
being studied as a biological control agent for strawberry guava (Uowolo and Denslow 2008). This
insect produces leaf galls, limiting growth, fruiting, and seed production. The initial release site
proposed is the „Ōla„aForest Reserve on the Island of Hawai‟i (USFS 2008); however, the State draftenvironmental assessment is currently pending.
Sugi Pine (Cryptomeria japonica)
Sugi pine is an aromatic evergreen tree found at 2,500-6,000 ft on Kaua„i, Maui, and the Island of
Hawai„i. Large stands exist along the old Volcano Road and in South Kona. This species is grown asan ornamental and windbreak and the wood is used for fence posts (Elbert and Skolmen 1989).

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There are nine Sugi groves throughout the HFU (Jeffrey, pers. comm.), mostly in pasture areas, but a
few occur in forest. The species has been shown to grow well in the upper reaches of HFU,
especially under koa. This species was previously planted on the adjacent DHHL as buffer. Sugi pine
is not currently recognized as invasive in Hawai„i; however, Jacobi and Price (2007) note that thering of smaller individuals around the original planted sites suggests this species is spreading. Jacobi
and Price have recommended the development of control methods for these groves. In addition, theRefuge Draft Restoration Management Plan (1996) aims to “to prevent the spread of exotic tree
plantations,” such as Sugi pine, in order to restore native forests. Roughly 42.8 ac, mostly in the
Hakalau Tract, are planned to be removed and replaced with native trees over the next 5-10 years(NRCS 2005). Sugi pine groves are also potential roosting sites for the endangered „ōpe„ape„a(Menard, pers. comm.). Because of this unusual circumstance, care needs to be taken with whatever
methods are used to remove the groves. Because Sugi pines are not highly invasive, they are a lower
priority.
Sweet Vernalgrass (Anthoxanthum odoratum)
Sweet vernalgrass was ubiquitous during surveys by Stone et al. (1991) and Barnett and Simonson(2008). It was less often found in closed-canopy areas. Jacobi and Price (2007) stated that thisspecies is “relatively ubiquitous and probably not a major concern for Refuge management.” It iseasily shaded out by native vegetation (Jeffrey, pers. comm.).
Weeping Grass or Meadow Ricegrass (Ehrharta stipoides)
Weeping grass or meadow ricegrass is found below 4,650 ft in the openings of wet forests and othermoist areas (Wagner et al. 1999). At the HFU, this perennial grass is widespread below 5,000 ft inthe shaded understory (Jacobi and Price 2007, Barnett and Simonson 2008). Weeping grass has
increased in frequency at the Refuge rising from 69.9 percent in 1987 and to 80.3 percent in 2007
(Jacobi and Price 2007). This species spreads by seed and likely arrived at HFU by a shoelace(Barnett and Simonson 2008).
Australian Tree Fern (Cyathea cooperi)
The Australian tree fern was introduced to Hawai„i as an ornamental. It is a large tree fern up to 40 ft
tall with large triangular leaves, and scaly brown stems that fall off when dead, leaving oval scars.
The leaf stalks have white hairs unlike native hāpu„u, which have red hairs. The trunk does not havethe thick, soft fiber wrapping like the native hāpu„u. The fronds form a thick overstory preventing
germination and growth of native plants. The spores are wind-dispersed and can travel over 7 miles
from the parent plant. It is fast growing and aggressively outcompetes native plants in the forest
understory. It displaces native ferns, including the slower growing hāpu„u. The Pacific Islands
Ecosystems at Risk (PIER) Assessment rates this plant as (8) “high risk.” It is known on almost all of
the main Hawaiian Islands, and on Hawai„i Island it is spreading from urban areas in Volcano,Laupāhoehoe, and other areas into native forests. Although this species is not currently found ineither unit of the Hakalau Forest NWR, it is a species to watch for and remove immediately if
detected.

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4.12.7 Mollusks
Over 70 nonnative snail species (Staples and Cowie 2001) and 12 nonnative slug species (Joe andDaehler 2008) have been introduced to the Hawaiian Islands. Herbivorous mollusks can impact
native plants and agricultural crops. These mollusks can have a large impact on plant communities byaffecting seedling survival, shifting species abundances, and influencing succession. Invasive slug
herbivory can harm native plant outplantings and restoration efforts, thus requiring local control atthese sites (Joe and Daehler 2008). In addition, some nonnative mollusks prey on native land snails,
as well as compete with native species for limited resources (Staples and Cowie 2001). Slugs havebeen seen girdling endangered plant seedlings and saplings and feeding on endangered plant flowers
and fruit (Jeffrey, pers. comm.).
One nonnative land snail and three nonnative slugs were found at the HFU during invertebrate
surveys. The garlic snail was abundant, especially in the Hakalau Tract, and may be a competitor fornative birds and a predator to other native snails. Arion intermedius (glade slug) was also very
common. These species were more abundant in areas disturbed by pigs (Howarth et al. 2003).

4.13 Special Designation Areas
The staff conducted a wilderness review (Appendix D), the results of which indicate that the HFU
contains resources and lands that meet the basic criteria for inclusion in the National Wilderness
Preservation System. The lower elevations of Hakalau Forest NWR will be designated as a
Wilderness Study Area and additional information will be gathered and evaluated before a final
determination is made (see Appendix D). The Service will make final wilderness recommendations
for all Hawaiian and Pacific Island NWRs after the CCPs for all refuges have been completed.

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National Wildlife Refuge Hawai„i County, Hawai„i. South Kona District Hawai„i County, Hawai„i.
Uyehara, K.J., A. Engilis, Jr., and M. Reynolds. 2007. Hawaiian duck‟s future threatened by feral
Mallards. U.S. Geological Survey Fact Sheet 2007-3047. Available at:
http://pubs.usgs.gov/fs/2007/3047/. Accessed June 20, 2008.
Van Driesche, J. and R. Van Driesche. 2004. Nature out of place, biological invasions in the global
age. Island Press, Washington, DC.
VanGelder, E.M. and T. B Smith. 2001 Breeding characteristics of the „Akohekohe on east Maui.
Studies in Avian Biology 22: 194-201.
Van Riper, C., III. 1987. Breeding ecology of the Hawai„i Common „Amakihi. Condor 89: 85–102.
Van Riper, C., III, S.G Van Riper, M. L. Goff, and M. Laird. 1986. The epizootiology and ecologicalsignificance of malaria in Hawaiian land birds. Ecological Monographs 56: 327–344.
Van Riper, C., III, S.G. Van Riper, and W.R. Hansen. 2002. Epizootiology and effect of avian pox on
Hawaiian forest birds. Auk 119:929-942.
VanderWerf, E.A. 1998. Scales of Habitat Selection by Foraging „Elepaio in Undisturbed andHuman-Altered Forests in Hawaii. The Condor 95:980-989.
VanderWerf, E.A. 1998. Elepaio (Chasiempis sandwichensis). In A. Poole and F. Gill, eds. The
Birds of North America, No. 344. The Birds of North America, Inc., Philadelphia, PA, U.S.A.
VanderWerf, E.A. 1999. Delayed Plumage Maturation and Demography in Hawaii Elepaio.
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VanderWerf, E.A. 2007. Biogeography of Elepaio: Evidence From Inter-Island Song Playbacks. The
Wilson Journal of Ornithology 119(3):325-333.

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VanderWerf, E.A., and D.G. Smith. 2002. Effects of alien rodent control on demography of theO„ahu „Elepaio, an endangered Hawaiian forest bird. Pacific Conservation Biology 8:73-81.
Vitousek, P.M. 1990. Biological invasions and ecosystem processes: towards an integration of
population biology and ecosystem studies. Oikos 57:7-13.
Vitousek, P.M. 1992. Effects of alien plants on native ecosystems. Pages 29-41 in C.P. Stone, C.W.
Smith, and J.T. Tunison (eds.), Alien plant invasions in native ecosystems of Hawaii: management
and research. Cooperative National Park Resources Studies Unit, University of Hawaii, Honolulu.
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Wakelee, Katherine M. and Steven G. Fancy. 1999. Omao (Myadestes obscurus), The Birds of North
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Waring, G.H. 1997. Preliminary Study of the Behavior and Ecology of Jackson‟s Chameleons ofMaui, Hawaii. Available at:
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Wagner, W.L., D.R. Herbst, and S.H. Sohmer. 1999. Manual of the flowering plants of Hawai'i,
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Winter, L. 2003. Popoki and Hawai„i‟s native birds. „Elepaio 63:43-46.
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Collins. 2001. Breeding productivity and survival of the endangered Hawai‟i Creeper in a wet forest
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Duffy. 2005. Host population persistence in the face of introduced vector-borne diseases: Hawaii
amakihi and avian malaria. Proceedings of the National Academy of Science 102(5):1531–1536.
Work, T.M., D. Ball, and M. Wolcott. 1999. Erysipelas in a free-ranging Hawaiian Crow (Corvus
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Work , T. M. and H.J. Causes of owl mortality in Hawaii, 1992 to 1994. 1996. Journal of Wildlife
Diseases 32(2): 266-273.
Work, T.M., J.G. Massey, B.A. Rideout, C.H. Gardiner, D.B. Ledig, O.C.H. Kwok, and J.P. Dubey.
2000. Fatal toxoplasmosis in free-ranging endangered „Alala from Hawaii. Journal of Wildlife
Diseases 36(2):205-212.
Yamamoto, M.N. and A.W. Tagawa. 2000. Hawaii‟s Native & Exotic Freshwater Animals. Mutual
Publishing: Honolulu, HI.
Yorinks, N. and C. T. Atkinson. 2000. Effects of malaria on activity budgets of experimentally
infected juvenile apapane (Himatione sanguines). The Auk 117(3):731–738.
Ziegler, A.C. 2002. Hawaiian Natural History, Ecology, and Evolution. University of Hawaii
Press, Honolulu. 477 pp.

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Chapter 5. Social and Economic Environment

Above: Volunteers pick koa seeds/USFWSRight: Visitors enjoy the 100-year-old koa cabin at Pua ‘Ākala/
Ann BellBirders at Hakalau Forest NWR/Barry Stieglitz

Hakalau
H
Forest National Wilddlife Refuge
Comprehenssive Conservatiion Plan

Chapter 5. Social
Sannd Economic En
nvironmment
5.1 RefugeRIn
nfrastruccture andd Adminiistrative F
Facilitiess
5.1.1 Hakalau
H
Forest Unitt
Facilities consolidatedd at the HFU
U administratiive site includde a bunkhouuse for overnnight staff woork,
volunteerr (Figure 5-1)) and research guest cabinns, a power ssupply buildinng, a garage,, greenhouse,various sttorage sheds,, a weather sttation, and ann equipment storage buildding. Power is generated froma combined photovolttaic battery annd generatorr system and distributed bby undergrouund power linnes tothe variou
us cabins andd structures. WaterW
is prov
vided by catcchment systeems that feed rainwater froombuilding roofsrinto holding tanks. It
I is pumped to various sttructures afteer being treatted by ultraviiolet
and sedim
ment filters. The
T catchmen
nt system hollds up to 80,0000 gallons oof water for ddrinking, othher
residentiaal and greenh
house use, as well as fire suppression.
s
The Universsity of Hawaii‘i (UH)
maintainss and operatees a field statiion on Refug
ge land at thee administratiion site to suupport researcch on
the Refug
ge under a Memorandum
Mof Agreemen
nt. The UH ffacility consissts of a largee building witth
quarters, laboratory, anda classroom
m space.
ua ‘Ākala area of HFU, faacilities inclu
ude the Pua ‘ĀĀkala Cabin,, which has bbeen nominatted
At the Pu
for inclussion on the National
N
Register of Historric Places, a tack shed neear the cabin, and Pua ‘Ākkala
Barn. U.S
S. Geologicall Survey operates a weath
her station unnder as SUP. In addition, UH maintainns arain sheltter at 6,200 ftt elevation fo
or field workeers. Facilitiess located in oother areas off the HFU innclude
the Nauhii Cabin and storagesbuildding and the Maulua
M
Cabinn. The U.S. Forest Serviice (USFS) hhas aweather stationsin Midddle Honohin
na under an SUP.
S
There aree 40 miles (mmi) of dirt andd gravel roadds and 0.67 m
mi of access eeasements wiithin the HFU
U.
Several accessagates area located onn the perimetter fence as w
well as internnal fences forr managemennt
purposes.. The HFU haas 45 mi of ungulate-proouof fence and 14 mi of firee (fuel) breakk on the west andpart of the north/south
h boundary (FFigure 5-2).

Figure 5-1.
5Hakalau Forest volunteer cabin.

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Hakalau Forest National Wildlife Refuge
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5.1.2 Kona Forest Unit
The KFU facilities consist of a field camp (Kona field camp) with two all-weather tents on platforms
and a kitchen tent with limited space for equipment and material storage (Figure 5-3). Also included
are 20 mi of dirt and gravel roads and 5 mi of access easements (gravel roads). Seventeen miles offence are planned for construction as described in the Kona Forest Unit Fence Plan. As a part of thefence project, 14 miles of fence corridor will also serve as a firebreak.

5.1.3 Hilo Administrative Office
The Hakalau Forest NWR leases administrative office space in Hilo (Figure 1-1). The office is colocated with the USFS’s Institute of Pacific Islands Forestry. The office functions first and foremost
as an administrative site. Ten individual offices, a small conference room for staff meetings, and asmall lobby area are leased annually. A large meeting room in the complex may be reserved forlarger meetings (up to 50 people). Walk-in visitors are very few as the function of the office is notdesigned or set up to orient and welcome guests or provide interpretive displays. An occasional
visitor from the mainland is guided to the office by calling ahead of time for directions or to verify
the location of the Maulua tract and to get more information. No signs or other infrastructure are inplace to attract visitors to the Refuge office or management areas.

5.2 Public Use Overview
The climate and geography of Hawai‘i makes the islands a perfect location for various outdoor
recreation activities. In addition, recreation is an important component of the lifestyle and economy
of Hawai‘i County (DLNR 2003). The State Comprehensive Outdoor Recreation Plan (2009) was
developed to guide planning, development, and management of these outdoor recreation resources.
The recreation section of the County of Hawai‘i General Plan (2006) provides further recreational
goals for the island and each district.
This section describes public use opportunities in the areas surrounding the HFU and KFU, as well asrecreational activities currently occurring at the Refuge units. Islandwide recreational demands andpotential recreational opportunities are also discussed.

5.2.1 Federal, State, and County Recreational Parks
Federal parks are administered by the National Park Service (NPS). The Island of Hawai‘i features
three national parks, including Hawai‘i Volcanoes National Park (HAVO), Kaloko-Honokōhau
National Historical Park, and Pu‘uhonua O Hōnaunau National Historical Park. The HAVO isapproximately 3 hours away from the HFU and 3 hours from the KFU. This park encompasses
207,634 ac and is the largest national park in the State. In addition, it is the single most popular
visitor attraction on the island. The State Comprehensive Outdoor Recreation Plan (2009) identifies
HAVO as a “significant recreation resource.” Pu‘u Honua O Hōnaunau National Historical Park,
comprising 182 ac, is located south of KFU.
State parks are administered by the DLNR’s Division of State Parks. The State park system on
Hawai‘i encompasses 15 parks covering approximately 2,687.3 ac (DLNR 2003). Use permits are
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Chapter 5. Social and Economic Environment

Hakalau
H
Forest National Wilddlife Refuge
Comprehenssive Conservatiion Plan

Figure 5-2.
5
HFU addministrativ
ve facilities and infrastrructure.

onmentChapter 5. Social and Ecconomic Enviro

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

To preserve the quality of this figure, this side was left blank intentionally.

5-4

Chapter 5. Social and Economic Environment

Hakalau
H
Forest National Wilddlife Refuge
Comprehenssive Conservatiion Plan

Figure 5-3.
5
KFU addministrativ
ve facilities and infrastrructure.

onmentChapter 5. Social and Ecconomic Enviro

5-5Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

To preserve the quality of this figure, this side was left blank intentionally.

5-6

Chapter 5. Social and Economic Environment

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Figure 5-4. Recreation opportunities on Hawai‘i Island.

Chapter 5. Social and Economic Environment

5-7

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

To preserve the quality of this figure, this side was left blank intentionally.

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Chapter 5. Social and Economic Environment

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Comprehensive Conservation Plan

Table 5-1. Legend ID and Facility Name for the Vicinity Recreation Map.
Map
ID
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40

Name

ManagerDefinition

Mokupuku Island Sea Bird Sanctuary
Paoakalani Island Sea Bird SanctuaryPu‘u Wa‘awa‘a Forest Reserve
Kaloko-Honokōhau National Historical Park
Kohala Historic Sites State Monument
Kohala Forest Reserve (Pololū Sec.)Lapakahi State Historic Park
Hāmākua Forest Reserve (Keaa Sec.)Malama Kī Forest Reserve
Kahauale‘a Natural Area Reserve
Mackenzie State Recreation Area
Keauohana Forest ReservePu‘u Honau O Hōnaunau National
Historical Park
South Kona Forest Reserve (Olelomoana‘Opihihali Sec.)South Kona Forest Reserve (Kapua-ManukāSec.)
Hawai‘i Volcanoes National Park
Kapāpala Forest ReserveKa‘ū Forest Reserve
South Kona Forest Reserve (Ka‘ohe Sec.)South Kona Forest Reserve (Kukuiopa‘eSec.)Kīpāhoehoe Natural Area Reserve
Kona Hema Preserve
Manukā Natural Area Reserve
Kohala Forest ReservePu‘u O ‘Umi Natural Area Reserve
Kohala Forest Reserve (Waimanu Sec.)
Kohala Watershed Forest ReserveKa‘ū PreserveKa‘ū PreserveKa‘ū PreserveKa‘ū PreserveKa‘ū Preserve
Kamehame Preserve
Hāmākua Forest Reserve (Hanapai Sec.)
Hāmākua Forest Reserve (Kapulena Sec.)
Hāmākua Forest Reserve (Honokaia Sec.)
Hauola Forest Reserve
Hāmākua Forest Reserve (Āhualoa Sec.)
Kalōpā State Recreation Area
Hāmākua Forest Reserve (Nienie Sec.)

DOFAW
DOFAW
DOFAW
USNPS
DOSP
DOFAW
DOSP
DOFAW
DOFAW
DOFAW
DOSP
DOFAW

Bird Sanctuary
Bird Sanctuary
Forest Reserve
National Historical Park
State Monument
Forest Reserve
State Historic Park
Forest Reserve
Forest Reserve
Natural Area Reserve
State Recreation Area
Forest Reserve

USNPS

National Historical Park

DOFAW

Forest Reserve

DOFAW

Forest Reserve

USNPS
DOFAW
DOFAW
DOFAW

National Park
Forest Reserve
Forest Reserve
Forest Reserve

DOFAW

Forest Reserve

DOFAW
TNC
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
TNC
TNC
TNC
TNC
TNC
TNC
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOSP
DOFAW

Natural Area Reserve
TNC Preserve
Natural Area Reserve
Forest Reserve
Natural Area Reserve
Forest Reserve
Forest Reserve
TNC Preserve
TNC Preserve
TNC Preserve
TNC Preserve
TNC Preserve
TNC Preserve
Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve
State Recreation Area
Forest Reserve

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Map
ID
41
42
43
44
45
46/47
48
49
50
51
52
53
54
55
56
57
58/59
60/61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87

5-10

Name

ManagerDefinition

Hāmākua Forest Reserve (Kalōpā Sec.)
Hāmākua Forest Reserve (Pa‘auilo Sec.)
Hāmākua Forest Reserve (Kainehe Sec.)
Hāmākua Forest Reserve (Hō‘ea Kaao Sec.)
Hāpuna Beach State Recreation Area
Manowaialee Forest Reserve
Hilo Forest Reserve (Humu‘ula Sec.)
Hilo Forest Reserve (Laupāhoehoe Sec.)
Laupāhoehoe Natural Area Reserve
Hilo Forest Reserve (Pīhā Sec.)
Mauna Kea Forest Reserve
Hilo Forest Reserve (Opea Sec.)
Hilo Forest Reserve (Kamaee Sec.)
Hilo Forest Reserve (Kaiwiki Sec.)‘Akaka Falls State Park
Hilo Forest Reserve (Ka‘uku Sec.)
Mauna Kea Ice Age Natural Area Reserve
Kekaha Kai State Park
Hilo Watershed Forest Reserve
Mauna Kea State Recreation Area
Pu‘u Wa‘awa‘a Forest Bird Sanctuary
Wailoa River State Recreation Area
Wailuku River State Park
Honua‘ula Forest Reserve
Mauna Loa Forest Reserve
Waiakea Forest Reserve (Kukua Sec.)
Kipuka Ainahou Nēnē Sanctuary
Upper Waiākea Forest Reserve
Honua‘ula Forest Reserve
Waiākea Forest Reserve
Panaewa Forest Reserve
Waiākea 1942 Lava Flow Natural Area
Reserve
Wai‘aha Springs Forest Reserve
Old Kona Airport State Recreation Area‘Ōla‘a Forest Reserve
Keolonoahiki State Historic ParkPu‘u Maka‘ala Natural Area Reserve
Nānāwale Forest Reserve
Nānāwale Forest Reserve (Halepuaa Sec.)Nānāwale Forest Reserve
Lava Tree State Monument‘Ōla‘a Forest Reserve (Mt. View Sec.)
Kealakekua Bay State Historic Park
Keaoi Island Sea Bird Sanctuary

DOFAW
DOFAW
DOFAW
DOFAW
DOSP
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOSP
DOFAW
DOFAW
DOSP
DOFAW
DOSP
DOFAW
DOSP
DOSP
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW
DOFAW

Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve
State Recreation Area
Forest Reserve
Forest Reserve
Forest Reserve
Natural Area Reserve
Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve
State Park
Forest Reserve
Natural Area Reserve
State Park
Forest Reserve
State Recreation Area
Bird Sanctuary
State Recreation Area
State Park
Forest Reserve
Forest Reserve
Forest Reserve
Bird Sanctuary
Forest Reserve
Forest Reserve
Forest Reserve
Forest Reserve

DOFAW

Natural Area Reserve

DOFAW
DOSP
DOFAW
DOSP
DOFAW
DOFAW
DOFAW
DOFAW
DOSP
DOFAW
DOSP
DOFAW

Forest Reserve
State Recreation Area
Forest Reserve
State Historic Park
Natural Area Reserve
Forest Reserve
Forest Reserve
Forest Reserve
State Monument
Forest Reserve
State Historic Park
Bird Sanctuary

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Map
ID

Name

88

Wao Kele ‘O Puna Forest Reserve

89
90

Manukā State WaysidePa‘alaea Island Sea Bird SanctuaryManager
DOFAW/
OHA
DOSP
DOFAW

Definition
Forest Reserve
State Wayside
Bird Sanctuary

required for certain activities including group activities, pavilion usage, meetings, weddings, shows,community events, scientific research, and gathering of forest products (Division of State Parks
2008).
Several State parks are located near the HFU. The Mauna Kea State Recreation Area, consisting of
20.5 ac, offers wildlife observation and lodging opportunities at 6,500 ft on Mauna Kea. ‘Akaka Falls
State Park has views of a 442 ft waterfall. This park also offers the ‘Akaka Falls Loop Trail, a paththat goes through tropical areas. The 100 ac Kalōpā State Recreation Area provides hiking throughthe Kalōpā Nature Trail, as well as camping and lodging.
On the Kona side, two State parks are located near the KFU. Kealakekua Bay State Historical Park
offers views of archaeological sites and the Captain Cook monument. The Manukā State Wayside islocated south of the KFU in the Ka‘ū District. This State wayside provides access to the 2 mi
Manukā Nature Trail, which is located in the Manukā Natural Area Reserve. Camping is also
permitted at this reserve through the State Division of Forestry and Wildlife (DOFAW).
County parks are managed by the County of Hawai‘i, Department of Parks and Recreation. On
Hawai‘i Island, 137 county parks cover 1,471 ac. The following county parks are located in South
Hilo: Bakers Beach, Carlsmith Beach Park, Coconut Island (Moku Ola), Hilo Bayfront Beach, Hilo
Bayfront Park, Honoli‘i Beach Park, Ho‘okena Beach Park, James Kealoha Beach Park, Kalākaua
Park, Kanakea Pond (Ice Pond), Kaūmana Caves, Kolekole Beach Park, Kuhio Kalaniana‘ole Park,
Lehia Beach Park, Leleiwi Beach Park, Lili‘uokalani Gardens, Mo‘oheau Park, Onekahakaha Beach
Park, Reeds Bay Beach Park, and Richardson Ocean Park. Only two county parks – Laupāhoehoe
Point Beach Park and Waikaumalo Park – are located in the North Hilo District. County parks in theDistrict of South Kona include: Hōnaunau Boat Ramp, Ho‘okena Beach Park, Manini Point(Napo‘opo‘o), Miloli‘i Beach Park, and Napo‘opo‘o Beach Park (County of Hawai‘i 2007).

5.2.2 Wildlife Observation and Environmental Education
Opportunities for wildlife observation and environmental education are plentiful on the Island of
Hawai‘i. During 2006, it is estimated that 262,000 individuals (both residents and visitors)
participated in wildlife watching in the State. Approximately 16 percent of the resident population in
Hawai‘i participated in wildlife watching activities during the time period (HDBEDT 2007). Tourists
also enjoy natural resources on the island. Each year, roughly 50,000 visitors to Hawai‘i Islandpurchase tours where they are exposed to native species (TMA 2007).
The State of Hawai‘i Forest Reserve System, managed by DOFAW, consists of 22 Forest Reserves
encompassing 448,000 ac. This system is guided by the Hawai‘i State Constitution, Hawai‘i Revised
Statutes Chapter 183, and Hawai‘i Administrative Rules, Chapter 104. Forest Reserves on the island
are depicted in Figure 5.2. Camping, gathering activities, commercial harvest, hunting, and other uses
are permitted on the forest reserves by permit (HAR § 13-104).
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Hakalau Forest National Wildlife Refuge
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The Hilo Forest Reserve includes seven sections: Pīhā, Laupāhoehoe, Opea, Humu‘ula, Kamae‘e,Ka‘uku, and Kaiwiki. The Laupāhoehoe Section borders the upper tract of the Hakalau Forest Unit,
while the Pīhā Section splits the Honohina and Maulua tracts. The Pīhā Section is primarily used by
the public for hunting. The South Kona Forest Reserve is located south of the Kona Forest Unit. This
reserve consists of four sections: ‘Ōlelomoana ‘Opihihali, Ka‘ohe, Kukuiopa‘e, and Kapua-Manukā.
The DOFAW is also responsible for the Natural Area Reserve System (NARS). Hiking and nature
study (in groups of 10 or less) are permitted within these areas. All reserves are open to the public forrecreational hunting, based on DLNR rules (HAR § 13-209-3). Environmental education programs
occur on several of these reserves (DLNR 2003). The Laupāhoehoe NAR is located above theMaulua tract of the HFU adjacent to the Laupāhoehoe Section of the Hilo Forest Reserve. The
Mauna Kea Ice Age NAR is located near the summit, west of the HFU. The Kīpāhoehoe NAR is
directly south of the KFU and the Manukā NAR is further south on the southwest slope of
Mauna Loa.
Several wildlife sanctuaries were established throughout the island to protect indigenous wildlife(HRS, Sections 13-125). These sanctuaries are managed by DOFAW. Within these sanctuaries, it isprohibited to remove, disturb, kill, or possess any form of plant or wildlife and to introduce any formof plant or animal life. Also, human activity is strictly limited. The Pu‘u Wa‘awa‘a Forest Bird
Sanctuary is found within the Pu‘u Wa‘awa‘a Forest Reserve. The Kīpuka ‘Āinahou Nēnē Sanctuary
is open to the public, except November-February. Birds and game mammals may be hunted within
the Kīpuka ‘Āinahou Nēnē Sanctuary (HAR § 13-125).
Three islets off the coast of Hawai‘i Island are designated as State Seabird Sanctuaries. The offshoreislands include Mokupuku Island Sea Bird Sanctuary, Paoakalani Island Sea Bird Sanctuary, andKeaoi Island Sea Bird Sanctuary. Pa‘alaea Island Sea Bird Sanctuary, formerly found off the Kohala
coast, largely disappeared after an earthquake in 1975. The public can engage in wildlife observationand education at the islets (http://www.hawaiioirc.org/OIRC-ISLETS.htm).
Public wildlife observation and environmental interpretation opportunities are limited in the units ofthe Hakalau Forest NWR. Due to the presence of endangered species and suitable habitat, publicaccess is regulated. In FY 2010, the Refuge had 1,692 visitors, of which most were nonresidents. At
HFU, the Upper Maulua Tract was opened to public wildlife observation, birding, and photography
in 1992. Use of this area is restricted to weekends and holidays, and reservations are required.
Between 450-500 visitors use the Refuge for wildlife observation annually. Wildlife photography
participants range between 10-22 each year. No visitor facilities or restrooms are available at theselocations.
Additional visitor opportunities at the HFU are available during the annual open house. This event
receives between 330-490 participants. In addition, volunteers at the HFU participate in natural
history hikes. Table 5-2 provides additional information on FY 2010 Refuge wildlife observation andenvironmental education figures.
Currently the entire KFU, which remains unfenced and unmanaged in terms of ungulate control,
remains closed to the public due to difficult access and the presence of highly sensitive species. The
Three Mountain Alliance hopes to provide opportunities for the public to enjoy nature observationand education at the Unit after management efforts have begun (TMA 2007).

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Comprehensive Conservation Plan

5.2.3 Camping
Camping is permitted within three State parks: Hāpuna State Recreation Area, Kalōpā State
Recreation Area, and Manukā State Wayside. Permits may be obtained from the State Parks officeand the maximum length of stay is limited to 5 consecutive nights. Hāpuna State Recreation Area has
four-person A-frame shelters available for $20 per night. At the Kalōpā State Recreation Area, theState rents eight-person cabins for $55 per night. Facilities include beds, bedding, linen, restrooms,
hot showers, and a fully equipped recreational dining hall. The Manukā State Wayside offers
six-person cabins for $5 per night (Division of State Parks 2008).
Ten County of Hawai‘i facilities permit overnight camping. County of Hawai‘i camping permits are
required in order to camp at all County parks. These permits can be obtained from the Department ofParks and Recreation main office or online. The maximum camping period is 1 week during thesummer (June-August) and 2 weeks during the remainder of the year (County of Hawai‘i 2008).
County camping sites in the vicinity of HFU are the Laupāhoehoe Beach Park in North Hilo andKolekole Beach Park in South Hilo. Amenities at these sites include pavilions, electrical outlets,
restrooms, outdoor showers, and picnic areas. Fishing is also permitted at both of the campsites(County of Hawai‘i 2008).
Ho‘okena Beach Park, near the KFU, offers pavilions, restrooms, outdoor showers, picnic areas, anddrinking water. Swimming and snorkeling, as well as fishing, are allowed under favorable conditions.
Miloli‘i County Beach Park is located in South Kona at an ancient Hawaiian fishing village. Thispark allows fishing and has restrooms and picnic areas for visitors (County of Hawai‘i 2008).

5.2.4 Hiking
DOFAW’s Na Ala Hele Program maintains and provides access to hiking trails. Established in 1988,
Na Ala Hele offers approximately 97 trails throughout the State (DLNR 2003). The purpose of the
program is to “preserve and perpetuate the integrity, condition, naturalness and beauty of State trails
and surrounding areas and to protect … environmental resources” (HRS Chapter 198D; HAR, Title
13, Chapter 130).
On the island, the system maintains 16 trails. Trails in the immediate vicinity of the HFU include
Kaluakauka Trail (0.4 mi); Humu‘ula Trail (10.5 mi); Mauna Kea Access Road/Hunters Road
(32 mi); Kaūmana Trail (3 mi); and Onomea Trail (0.5 mi). The only Na Ala Hele trail in SouthKona, Keauhou Napo‘opo‘o Trail, is currently closed(http://www.hawaiitrails.org/island.php?island=Hawaii).

5.2.5 Hunting
Hunting is regulated by Hawai‘i Administrative Rules, Title 13, Chapter 122 and 123. Individuals
engaging in hunting must possess a valid State of Hawai‘i hunting license. This license allows
individuals to legally hunt only in designated public hunting areas. Private landowners also have theirown hunting programs directed at the tourism market or at local hunters. Approximately
18,000 individuals hunted in the State of Hawai‘i in 2006, for a total of 420,000 days. Roughly
98 percent of the individuals were residents of the State. A total of 8,345 hunting licenses were

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issued throughout the State in 2006 (HDBEDT 2007). Four large game mammals and 14 species ofgame birds can be legally hunted on the island (http://www.State.hi.us/dlnr/dcre/know.htm).

5.2.6 Refuge Public Use Opportunities
Hakalau Forest Unit
In FY 2010, the total number of visitors to the Refuge was 1,692. Visitors to HFU are allowed accessto the Maulua Tract through a call-in permit system. The Maulua Tract is approximately 2 hours
from Hilo and requires a four-wheel drive vehicle. Visitors have access to a single track road that
extends downslope from the gate for 2 mi with limited opportunities to turn vehicles around. Maulua
Tract is accessible by reservation only on weekends and State holidays through an otherwise locked
entrance called Maulua Gate. The area is available for wildlife-dependent activities such as birdwatching, nature photography, environmental education, and hiking. Reservations are made bycalling the Hakalau Forest NWR office between 8:00 a.m. and 4:00 p.m. at least 1 week before thescheduled visit. Periodic closures do occur on the basis of fire danger from extreme dry conditions on
the Refuge and surrounding lands. The Friends of Hakalau Forest are developing interpretive signs tocomplement certain site areas in Maulua Tract. Most visitors registering for permission to enter
Maulua Tract are from the mainland U.S. Visitation over the years has gradually increased from aweekend average of four to currently an average of 10 people. No sanitation facilities are provided.
The remainder of the Refuge is not open to the public except through organized Refuge sponsored or
permitted activities. The volunteer program provides wildlife photography and observation andenvironmental interpretation and education opportunities through a unique hands-on stewardshipprogram. The volunteer program offers overnight experiences involving a full day of hands-on
stewardship activity assisting with a combination of some of the following activities: koa
outplanting, seed collection, plant nursery work, reseeding, and facility support maintenance. After
spending the night in a Refuge cabin, the staff on the second day host groups on a forest birdinterpretive walk, which requires someone skilled in how to locate, interpret, and observe the birds,
and highlighting native forest ecosystem management and wildlife observation.
During 2007, 30 of the 52 possible weekends were scheduled and there is a 1-2 year waiting list for
additional groups to participate. Currently these weekends are attended by groups such as the Sierra
Club, Audubon Society, Boy and Girl Scouts, high school hiking clubs, teacher workshops, middle
and high school-age participants in Youth Conservation Corps, and the Imi Pono no ka ‘Aina
partnership environmental education program. The program has reached capacity, as the staff cannot
fulfill the needed tasks for additional groups (e.g., scheduling, maintaining the overnight cabin,providing transportation, and other administrative and safety related responsibilities and logistics).
The Refuge is opened to the general public annually for the Refuge Week Open House, providing a
1-day opportunity for visitor programs tailored to the general public. The annual event, offeredduring National Wildlife Refuge Week in early October, has been growing in popularity over theyears from 50 participants at the first open house day in 1992 to over 500 in 2007. The Open Houseis primarily attended by Hawai‘i Island residents. Reservations are required. Publicity is generallyaccomplished via articles in the Hawai‘i Tribune Herald, West Hawai‘i Today, the Big Island
Weekly, and local radio stations.

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The Open House is a labor-intensive event that requires participation by all of the staff for planning,
preparation, and execution. Throughout the morning of the event attendees arrive at the Refuge andare guided to several open grass parking areas near the barn area in the Pua ‘Ākala Tract. Visitors arethen provided the opportunity to visit the Pua ‘Ākala Cabin, the greenhouse, and/or participate in a
guided hike. The Service, partner organizations, and agencies provide tour guides for the visiting
public. Refuge, Friends of Hakalau Forest, and partners’ exhibits are traditionally displayed at thePua ‘Ākala barn site.
Due to its remote location (1.5 hours from Hilo) and 1-hour drive time on a bumpy road in a fourwheel drive vehicle, the number of visitors is limited. Public interest in the Refuge is substantial anda family-friendly approach with greater support from a growing Friends Group and other partners has
improved attendance. This is consistent with the Refuge Connecting People with Nature priorities
and the need to expand access to all visitors.
The Youth Conservation Corps and AmeriCorps are youth employment programs offering a strong
environmental stewardship component that have been supported at Hakalau Forest NWR in the pastand remain valuable program options for the Refuge pending available staff and funding.
Hakalau Forest NWR is associated with a comprehensive environmental education program called
Imi Pono no ka ‘Aina (seeking good for the land) currently administered by NPS, Hawai‘i State
Department of Education, and the U.S. Army Garrison of Hawai‘i. The Service, along with thesepartners, developed and established this program in 1999. The program has been very successful andhelps to instill a conservation ethic in local intermediate and high school students, who participate ineducational service trips to the Refuge and other areas. The Service hopes to continue to host andprovide support for Imi Pono no ka ‘Aina as a model for other islands to conduct hands-on
environmental education camps.
The Refuge issues a limited number of SUPs for tour groups to access the Refuge. The following
stipulations apply to all of the permits: each permittee is limited to 100 visitor days, eight SUPs areissued per year, and all permittees are required to attend an all day orientation hosted by the Refuge
staff. During 2007, 309 individuals visited the Refuge through these SUPs.
Commercial photography occurs through an SUP process allowing access into Hakalau Forest NWR
under stringent conditions with a staff biologist escort for access to any closed areas. Only two
permits were issued in 2007; on average no more than five permits are issued per year. Refuge staff
generally conduct a 1-day orientation for new special use permit holders.
Off-Refuge outreach, environmental education, and interpretive activities are occasionally offered tocommunity groups. The staff also participates as an exhibitor in the annual Earth Day festival in Hilothat attracts hundreds of students.
Kīpuka 21, an interpretive wayside exhibit and trail site on Saddle Road a few miles east of theaccess road to the Refuge, is managed by DOFAW. The State is still working on developing the site
to provide easy access to Hawai‘i’s native forest birds. Once trail repairs are complete, individuals
will be able to commonly see midstory and forest canopy viewing of ‘apapane, ‘i‘iwi, and ‘amakihi.
The Refuge hopes to contribute to future interpretive efforts at the Kīpuka 21 site to provide basic
information about resources common to both sites (the Saddle road area and HFU).

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Table 5-2. FY 2010 Visitation at the Hakalau Forest Unit.
Activity
Visitors On-Refuge
Wildlife Observation
Environmental Education
Interpretation
Wildlife Photography
Volunteer Program
Maulua Tract Visitation
Commercial Ecotourism
Independent Visitors
Visitors Off-Refuge
Refuge Office for Orientation
Interpretative Talks and Other Programs
Viewing Exhibits at Local Festivals, Fairs, and Events

Number of individuals
591
153
578
10
488
208
309
22
60
578
2,000

In 2007, the Friends of Hakalau Forest NWR was formed from a small cadre of vested and interested
volunteers. The group is now 140 members strong and is implementing small interpretive projects on
and off the Refuge. The group also provides staff for a booth at the annual Open House where theyencourage members to join. Throughout the year they help organize volunteers to assist in thegreenhouse.
In 1992, HFU’s Upper Maulua Tract was opened to the public for public hunting (no dogs) to assist
with management of ungulates. Reservations were required and a maximum number of reservations
established. Middle and Lower Maulua Tract became open for public hunting (dogs allowed) in
1993. No reservations were required and a bag limit for each hunter set at two pigs. With thesuccessful fencing of the Upper Maulua Tract as well as the start of endangered species work, thisarea was closed to public hunting in 2000 due to the reduction of the number of pigs. For this tract,
the levels of hunting use, based on 6 consecutive years of public hunting averaged 80 hunter days per
year. No requests for public hunting at HFU have occurred since 2000. Through the CCP it wasdetermined that public hunting was not a compatible use.
Kona Forest Unit
The KFU has never been opened to the public. The KFU is very difficult to access because of
extreme road conditions into a 5,300 ac parcel of native forest in South Kona and until very recently,
legal issues with access easements. Refuge staff may now access the area only after ascending aneasement road running parallel to the Refuge boundary from the Māmalahoa Highway at roughly
900 ft in elevation to the 5,300 ft level.
From 1997-2005 and despite the difficult road conditions, organized community groups received
occasional escorted access to the KFU. Of particular interest on the KFU are the lava tube skylights.
Unstable ground and holes adjacent to the skylights make viewing them hazardous and would requireviewing platforms to provide safe access.
Outreach/environmental education/interpretation activities offsite are performed on behalf of the
Refuge as described under HFU and cover both units of Hakalau Forest NWR.
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5.2.7 Recreational Trends and Demands
The State Comprehensive Outdoor Recreation Plan Update (SCORP 2009) built upon the SCORP(2003), which concluded that a general decrease in leisure time has influenced the demand for more
recreational opportunities close to home. This decrease is due to a rise in single adults and working
women, as well as an increase in the national median work week (DLNR 2003).
The top five priority issues for the 2009 update as determined from the agency and public meeting
discussions and survey results are:
 Protection of natural and cultural resources;
 Management of recreation resources and facilities;
 Meeting the needs of recreation users;
 Access to recreation resources; and Funding.
In comparison to many other public land areas on Hawai‘i Island, Hakalau Forest NWR is not likely
to provide significant recreational opportunities for the life of the CCP. Given the remote nature of
the site and presence of endangered species, the Refuge will have a small role to play. However, theprotection of the natural resources present here will help to address the number one priority issue
from the SCORP Update. The Refuge will continue to offer limited recreational opportunities forvery specialized recreation participants such as birdwatchers.
As a component of the National Wildlife Refuge System, Hakalau Forest NWR has a mandate toconsider public uses such as hunting, fishing, wildlife observation and photography, andenvironmental education and interpretation. Those activities may be approved on a case-by-casebasis and found compatible with the purposes and goals of the Refuge. Other public uses may beconsidered but must first be determined both appropriate and compatible (Appendix B identifies
appropriate uses and compatible use determinations).

5.2.8 Impact of Illegal Uses
Incidence of theft, vandalism, and trespass on Refuge lands are factors that, owing to the remotenessof the Refuge, remain a concern in terms of staff and visitor safety, security, property damage or lossof government or partner assets, potential for impacts to threatened and endangered species, andpotential contribution to accidental or deliberate wildfire. Service law enforcement coordinates with
Refuge staff and other law enforcement agencies to monitor and investigate illegal activity. However,currently, there is only one law enforcement zone position for all 22 refuges in the Pacific and
Hawaiian islands. Only Midway Atoll NWR, Guam NWR, and the Kaua‘i NWR Complex have theirown law enforcement officer. It is anticipated that an increase in law enforcement presence would
reduce the incidence of illegal activity.

5.2.9 Historic/Cultural Sites
Hakalau Forest Unit
National and State historic sites have the potential to be recreational areas for both local residents andtourists. There are 128 National and State historic sites within the County. Within the Hilo region, theChapter 5. Social and Economic Environment

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation PlanCounty General Plan (2006) identifies 19 sites that are listed on the Hawai‘i Register of Historic
Places and 10 sites listed on the National Register of Historic Places. These include burial areas,
Kamehameha Hall, a courthouse, churches, theaters, residences, and other historic buildings (Countyof Hawai‘i 2007). Keolonahihi State Historic Park and portions of the Kohala Historic Sites State
Monument are not open to the public (DNLR 2003).
Compared to coastal, lower elevation regions, there is a low density and number of historic andcultural sites in upland areas (such as the Hakalau Forest NWR). As a result, most formal cultural or
historic studies are restricted to these areas. In addition, a large number of historic sites have been
either destroyed by agriculture, urban growth, and natural changes in landforms. (DNLR 2003).
In a traditional Native Hawaiian context, there is no division between nature and culture. The land,
water, and sky were the foundation of life and the source of the spiritual relationship between people
and their world. Native Hawaiian traditions express the attachment felt between the Native Hawaiian
people and the Earth around them. “Native traditions describe the formation (literally the birth) of the
Hawaiian Islands and the presence of life on and around them in the context of genealogicalaccounts. All forms of the natural environment – from the skies and mountain peaks, to the wateredvalleys and plains, to the shoreline and ocean depths – are the embodiments of Hawaiian gods anddeities” (Maly 2001).
The ‘ōhi‘a-koa zone was used by Native Hawaiians for specialized resources including bark formaking fishing nets and māmaki to make kapa cloth. Native Hawaiians may have used the area for
temporary camps while collecting natural resources or en route to a higher elevation adze quarry andassociated surface work sites. Native Hawaiians had knowledge of shelter caves, overhangs, andwater sources. In the dry māmane woodland, pili grass may have been collected as a special resource
for thatching structures, as well as māmane wood for making adze handles, house posts, and hōlua
sleds. Within or above the māmane zone, nēnē, ‘u‘au, and koloa maoli may have been used as asource of meat. Radiocarbon dating of bird bones from caves located in the saddle region between
Mauna Loa and Mauna Kea indicate that Native Hawaiians were obtaining juvenile ‘ua‘u andcollecting bird feathers between 1000-1450 A.D. (Dougherty and Moniz-Nakamura 2006).
The Refuge contains cultural/historic resource sites that have been inventoried in areas wheremanagement actions could have impacted these sites. This inventory will continue to ensure
protection of these important resources. The Refuge allows cultural/historic resource investigationsof sites by universities, researchers, students, and/or cultural practitioners.
Several cultural and archaeological sites do exist on the HFU. The Douglas Historic Monument,
located north of the Refuge administrative site, is a monument to the famous naturalist David
Douglas who traveled through the Hilo forest in 1834 (Stine 1985, Tomonari-Tuggle 1996) and diedon the slopes of Mauna Kea. Two historical buildings also occur on the HFU. The Pua ‘Ākala Ranch
is a complex of ranch structures built in the late 1800s; the Pua ‘Ākala cabin (or koa cabin) on theranch has been nominated for the National Register of Historic Places. Nauhi Cabin was built at
roughly 5,100 ft in the 1920s by the Hawai‘i Sugar Planters Association. This cabin was part of theNauhi Gulch Experiment Station (Tomonari-Tuggle 1996, Schuster et al. 2002).

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Kona Forest Unit
Based on the historical documentation and archaeological investigations at similar elevations nearby,
it can be expected that the most likely cultural resources within the KFU would be associated withthe upper zone, ‘ama‘u, of the Kona Field System, a unique system of patterned networks ofelongated rectangles bounded by earth and rock ridges used by Native Hawaiians for farming that
extended from Kailua to the south of Honaunau. According to the idealized model of the Kona Field
System, approximately the lower third of the KFU is within the ‘ama‘u. Today, this region is covered
with forest, suggesting that it was not used for agriculture as intensively as were lower elevation
areas. However, the presence of invasive species might be an indication that portions of the zone
were cleared in earlier times.
It is worth noting that the idealized gradations for the zone of the Kona Field System are based on thefull 32 mi expression of the system along the Kona region. In the southern portion of that region,
where the KFU is located, the slopes of Mauna Loa are steeper, and consequently, the zones can be
expected to be compressed into narrower bands. Indeed, detailed studies involving the field system inKa‘ohe ahupua‘a demonstrate that the zones change more rapidly in this southern area, and that theupper reaches of the field system are at lower elevations than the normalized model suggests.
Nevertheless, numerous agricultural features with associated temporary and even permanent
habitation sites are present at elevations as high as 1,850 ft above sea level in nearby ahupua‘a. Thosestudies did not investigate elevations higher than that, so it is not known whether evidence oftraditional Hawaiian agriculture extends to higher elevations. Based on the density and distribution of
the agricultural features, it seems likely that the upper boundary of the system was not found and thatthe features do continue to some unknown higher elevation.
Caves have been identified in the KFU and more can be expected to be present. The inspection offour caves was focused on biological resources, so although no traditional cultural resources werereported other than observations of charcoal, it cannot be assumed that cultural resources do notexist. On the contrary, Boundary Commission testimony and archaeological investigations at similarelevations in the region indicate that caves were used for traditional activities.
People moved through the higher elevations to procure bird feathers and canoe wood. Camps forthese kinds of activities may be present within the KFU. The known and named water holes in thesehigher elevations were likely valuable resources exploited for many centuries.
Although habitation was traditionally concentrated along the shoreline, historical references andarchaeological work indicates that temporary shelters associated with agricultural pursuits were
present throughout the Kona Field System. Temporary habitations of this kind may be present in thelower elevations of the KFU. Although rare, and not fully understood archaeologically or
historically, a kind of habitation used by ali‘i to sequester royal youth could also be present in thelower portions of the KFU.
The village along the shoreline of Kalāhiki was an important place during traditional times and into
the 1800s. Legends pertaining to this area emphasize the royal associations, and heiau in the uplands
reflect the vitality of the sociopolitical activity throughout the lands here.
Based on the few cultural studies of the KFU, the most likely traditional Hawaiian cultural activities
near the Unit were hunting birds for feathers, tree felling for canoes, and gathering of edible andChapter 5. Social and Economic Environment

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medicinal plants. The most likely cultural resources on the Unit include roads, watering facilities,
fences, paddocks, and logging sites (Raymond and Valentine 2007, USFWS 2008).

5.2.10 Special Designation Areas
The Pua ‘Ākala Cabin has been nominated for inclusion on the National Register of Historic Places.
If the nomination is accepted, the cabin will continue to be maintained and managed by Refuge staff
in accordance with guidelines provided by the National Register of Historic Places and the Secretaryof the Interior’s Standards for Historic Preservation.

5.3 Social and Economic Conditions
The purpose of this section is to address the local economy and social environment surrounding thetwo units of the Hakalau Forest NWR, including population estimates and economic indicators. Bothof the Refuge units are located on the Island of Hawai‘i within the County of Hawai‘i. The Island of
Hawai‘i is divided into nine districts. The HFU is located in both the North Hilo District and theSouth Hilo District. The KFU is located in the South Kona District of Hawai‘i County.

5.3.1 Population
The total resident population of the Hawaiian Islands in 2008 was 1,288,198. The Island of Hawai‘i
is home to 13.6 percent of this total, or 175,784 individuals (HDBEDT 2009). Within its
4,028.02 mi2, the Island of Hawai‘i has an average resident population density of 36.9 persons per
mi2. If tourists and visitors are included in the total island population, the average density increases to41.5 persons per mi2 (County of Hawai‘i 2007). In comparison, the average density of the Stateduring the same year was 189 persons per mi2. The median age of the Hawai‘i Island population in2006 was 37.7 years (County of Hawai‘i 2007).
The majority of the resident population on Hawai‘i Island lives in the District of South Hilo. In 2000,
approximately 47,386 residents lived in the 394.38 mi2 district. The density of South Hilo isestimated to be 120.2 persons per mi2. The North Hilo District had a much smaller population with
1,720 residents in 2000. The density of this area is about 4.6 persons per mi2. The Hilo Community
Development Plan (CDP) area is the most populated area on the island, with an estimated populationof 40,759 individuals in 2000 (County of Hawai‘i 2007).
Approximately 8,589 individuals resided in South Kona in 2000, a 12.2 percent increase from 1990.
This district houses 25.6 persons per mi2. Adjacent districts have also witnessed a dramatic increasein population. The resident population of Puna has increased noticeably, jumping from11,751 individuals in 1980 to 31,335 in 2000. Kailua-Kona, located approximately 23 mi north of theKona Forest Unit, is the largest town on the west side of the island. The CDPs located nearest the
KFU are Captain Cook, Hōnaunau-Napo‘opo‘o, and Kealakekua. The average densities (persons permi2) of these areas in 2000 were 263.7, 63.5, and 218.2, respectively (County of Hawai‘i 2007).
Population figures for selected districts and CDPs are listed in Table 5-3.
The ethnic composition of the County of Hawai‘i is diverse. In 2006, the County was comprised of
37 percent Caucasian, 24.3 percent Asian, 10.8 percent Native Hawaiian or other Pacific Islander,

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0.7 percent Black or African American, and 0.7 percent American Indian and Alaska Native.
Approximately 26.5 percent of the population identified themselves as having a mixed ethnic
background of two or more races. Both the North and South Hilo Districts are largely comprised ofpeople identifying themselves as Asian. The majority of the population within the South Kona
District is Caucasian (County of Hawai‘i 2007).
The State of Hawai‘i also has a notable military population due to the presence of various militaryfacilities. However, the military population has been decreasing throughout the islands since 1989
(DPP 2003). Less than 3.8 percent of the State population in 2008 was military personnel (HDBEDT2009). Only 54 military personnel and their dependents lived on the Island of Hawai‘i in 2008
(HDBEDT 2009). The majority of the military personnel and dependents within the State reside onO‘ahu.

5.3.2 Housing
There were a total of 77,577 housing units on the Island of Hawai‘i in 2006. This number increased
from 63,023 housing units in 2000 (HDBEDT 2007). On average, 2.75 persons inhabit eachhousehold on the island. The majority of the housing is in the South Hilo District, with
14,577 households in the Hilo CDP alone. The North Hilo District contains 597 households, with anaverage of 2.88 persons per household. In the South Kona District, there are 3,113 households. The
majority of the houses in this district are located in the Captain Cook CDP (1,152 households), withan average of 2.76 persons per household in this area (County of Hawai‘i 2007).

5.3.3 Education
Forty-two public schools, 21 private schools, and 12 charter schools are within the County of
Hawai‘i. Approximately 30,539 students were enrolled in these schools and the majority (almost
79.4 percent) were registered within the public school system. During the 2005-2006 school year, theaverage cost per student was $10,185 (County of Hawai‘i 2007).
Educational attainment on the Island of Hawai‘i is comparable to the State average. In 2000,
approximately 84.6 percent of the Hawai‘i County population 25 years and over had received a highschool diploma. Furthermore, approximately 22.1 percent have a Bachelor’s degree or higher. The
State averages during the same year were 84.6 and 26.2 percent, respectively (HDBEDT 2007).

Table 5-3. Population Figures for Selected Areas.
Area

1980

%
change1990%
change2000%
change2008

State of Hawai‘i964,69114.9

1,108,229

9.3

1,211,537

6.3

1,288,198

Island of Hawai‘i

92,05330.7

120,31723.6

148,677

18.2

175,784

North Hilo District

1,679

-8.2

1,541

11.6

1,720

--

--

South Hilo District

42,278

5.6

44,6396.2

47,386----South Kona District

5,914

29.5

7,658

12.2

8,589

--

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1980%
change1990%
change2000%
change2008

Laupāhoehoe CDP

--

--

508

-6.9

473

--

--

Honomū CDP

--

--

532

1.7

541

--

--

Pāpa‘ikou CDP

--

--

1,634

-13.5

1,414

--

--

Paukaa CDP

--

--

495

0

495

--

--

Pepe‘ekeo CDP

--

--

1,813

-6.4

1,697

--

--

Wainaku CDP

--

--

1,243

-1.3

1,227

--

--

Hilo CDP----

37,8087.8

40,759----

Captain Cook CDP

--

--

2,595

23.5

3,206

--

--

Hōnaunau-Napo‘opo‘o
CDP

--

--

2,373

1.7

2,414

--

--

Kealakekua CDP

--

--

1,453

13.2

1,645

--

--

Area

Source: County of Hawai‘i 2007, HDBEDT 2009.

The University of Hawai‘i system includes one community college and one university on the Islandof Hawai‘i. During the 2008 school year, enrollment at the University of Hawai‘i at Hilo was 3,773;
522 students received Bachelor degrees and 28 received Master degrees during that year. During the2008 school year, 2,884 students were enrolled at the Hawai‘i Community College (County of
Hawai‘i 2007, HDBEDT 2009).

5.3.4 Employment and Income
In 2007, an estimated 68,944 people were employed in the County of Hawai‘i (HDBEDT 2009). The
county unemployment rate is slightly higher than the State average. The leisure and hospitality
industry employed the largest number of residents in 2006. The top five employers in the County of
Hawai‘i in 2007 were (1) the State of Hawai‘i (7,696 employees); (2) the County of Hawai‘i(2,335 employees); (3) the U.S. Government (1,231 employees); (4) Hilton Waikoloa Village Resort(1,128 employees); and (5) KTA Superstores (885 employees) (County of Hawai‘i 2007).
The average per capita income for the State of Hawai‘i in 2009 was $42,009. This income is slightly
higher than the U.S. average of $39,138. During the late 20th century, the per capita income of theState of Hawai‘i was higher than the national average, reaching a peak of 115.5 percent of the U.S.
average in 1992. The median four person family income for the State in 2008 was $91,483, which issixth highest in the Nation (HDBEDT 2009).
On the Island of Hawai‘i, the per capita income was lower at $26,591 (County of Hawai‘i 2007,
HDBEDT 2007). The median household and family incomes for the County in 2000 were $39,805
and $46,480, respectively. The highest household incomes are in the South Kohala area, especially
Kamuela (County of Hawai‘i 2007).

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Table 5-4. Hawai‘i County Industry Job Counts and Average Annual Wages.
Hawai‘i County
Average Annual
Job Counts
Wage (2008)(2009)
Nat. resources, mining, construction
3,850
Mining$82,014
Construction$62,056
Manufacturing
1,350$38,800
Trade, transportation & utilities
13,100Wholesale trade
1,600$48,001
Retail trade
8,850$27,038
Information
650$54,979
Financial activities
2,750
Finance & insurance
1,150$56,485
Real estate, rental, leasingn/a$40,562
Professional & business services
4,450$61,909
Education & health services
7,600
Education services
1,250$34,047
Health care & social assistance
6,400$43,753
Leisure & hospitality
12,550Government
12,850$49,682
Agriculture
2,300$30,538
Source: State of Hawai‘i Data Book 2009, HDBEDT.
Industry

5.3.5 Economy
The economy of the Island of Hawai‘i, and the State as a whole, is primarily driven by thevisitor/tourist industry. The Hawai‘i DBEDT (2009) estimates 6,713,436 visitors traveled to the
Hawaiian Islands in 2008. Of this total, 73 percent came from the continental United States and27 percent from other countries. The largest percentage of domestic visitors (50.6 percent) camefrom the Pacific United States including Alaska, California, Oregon, and Washington. Of thepassengers arriving from outside the United States, the largest number of visitors came from Japan(1,175,199), Canada (359,580), and Australia (137,812). Visitor related expenditures contributed$10.7 billion to the State in 2008 and 141,500 jobs (HDBEDT 2009).
The tourism industry became the primary economic generator for Hawai‘i County during the 1980s(County of Hawai‘i 2006). Although visitor arrivals have fluctuated over the years, it remains the key
industry for the island. During 2008, 1,321,277 individuals visited the Island of Hawai‘i, of which
1,026,048 were domestic and 295,229 were international. In 2006, the average length of stay was
6.68 days (County of Hawai‘i 2007). The largest proportion of the Hawai‘i Island visitors were fromthe continental western U.S. (513,078), eastern U.S. (406,490), and Japan (214,066).
In the first half of 2007, total visitor spending was highest on the Island of Hawai‘i compared to otherislands in the State. Estimated expenditures of total visitors in 2004 was $5,478.2 million (County of
Hawai‘i 2007). Hotels on the island generate employment for 6,000 residents and have an annual
payroll of over $163 million (Research Solutions, LLC and Gopalakrishnan 2002).

Chapter 5. Social and Economic Environment

5-23

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

The success of the tourism industry on Hawai‘i Island has been attributed to the diversity the islandoffers (First Hawaiian Bank 2007). Recreational opportunities include the following: SCUBA
diving, fishing, snorkeling, swimming, sunbathing, shopping, wildlife observation, and viewing
historical/cultural sites. More modern tourism opportunities such as ecotourism, health and wellness
tourism, and educational tourism are also growing. The most popular tourist attraction is Hawai‘i
Volcanoes National Park; however, the principal visitor destination area on the Island of Hawai‘i is
the South Kohala-North Kona region in West Hawai‘i (County of Hawai‘i 2006).
Secondary components of the Hawai‘i County economy are agriculture and research. Historically,
agriculture has played a large role in the economy of the island, and the State as a whole. During the
19th and 20th centuries, the main industries were sugar cultivation and cattle ranching. The sugar
industry gradually declined and finally ceased with the closure of the last sugar operation in Ka‘ū in1997 (County of Hawai‘i 2007). Although this industry has declined in importance in other parts of
the State, it remains a strong part of the Hawai‘i County economy (First Hawaiian Bank 2007).
Current diversified agricultural activities include flowers and nursery products, coffee, macadamia
nuts, tropical fruits, vegetable crops, orchards, aquaculture, and forestry (Research Solutions, LLC
and Gopalakrishnan 2002, County of Hawai‘i 2007). In 2008, the Island of Hawai‘i had 4,650 farms
employing approximately 2,350 people. Agricultural sales during 2007 totaled approximately$202 million. The State’s livestock and aquaculture operations are centered on Hawai‘i Island.
Seventy percent of Hawai‘i’s livestock are raised on the island and nearly half of the aquaculture
facilities are on Hawai‘i Island. Sales of these two industries in 2000 were $14 million and$16 million, respectively (Research Solutions, LLC and Gopalakrishnan 2002).
The University of Hawai‘i at Hilo is also a major component of the island’s economy. It is estimatedthat the direct contribution of the University is $136 million per year. This is generated fromresearch, construction, and foreign students. In addition, the University of Hawai‘i at Hilo is theprimary employer for the east side of the island (Research Solutions, LLC and Gopalakrishnan 2002,
First Hawaiian Bank 2007).
The construction industry peaked in early 2006 on the Island of Hawai‘i due to building within Punaand luxury condos on the west side; however, the construction and real estate sectors have recently
slowed. This trend is evident in the decline in private construction permits (First Hawaiian Bank
2007).
The largest employers, after the government, were private entities (1) Hilton Waikoloa Village(employing 984 people), (2) Wal-Mart (employing 852 people), and (3) KTA Superstores(employing 800 people). (County of Hawai‘i 2008).
Statewide, the U.S. Department of Defense plays an important part in the economy as the second
major source of revenue behind tourism. Statewide defense expenditures were $5.6 billion in 2005.
An estimated $742 million is being appropriated for military construction and defense related
projects in Fiscal Year 2008. Annual per capita federal defense expenditures are $3,939. These
expenditures are the highest on O‘ahu (Chamber of Commerce of Hawai‘i 2008).

5-24

Chapter 5. Social and Economic Environment

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

5.3.6 Refuge Contribution
Recreational spending near national wildlife refuges generates economic activity for local
economies. These expenditures can include food, lodging, transportation, and other purchases fromlocal businesses while engaging in refuge uses. Books, magazines, membership dues andcontributions, land leasing or ownership, hunting and fishing licenses, and plantings, all for the
purpose of wildlife-related recreation are also considered expenditures. In 2006, approximately
34.8 million people visited refuges around the contiguous United States, generating an estimated$1.7 billion in regional economies. Refuge employment contributed $542.8 million in income andrecreational spending generated about $185.3 million in tax revenue at the local, State, and Federal
level. Additional revenue is also derived from local taxes and employment income from the refuges.
Wildlife-related recreation in Hawai‘i generated approximately $373,778,000 in 2006, with roughly$210,414,000 attributed to wildlife watching (USFWS 2007a). Although the units of the Hakalau
Forest NWR are generally not available to the public, the Refuge does contribute to the local
economy through recreational expenditures. Carver and Caudill (2007) found that the Hakalau
Forest NWR had total annual recreational expenditure of $56,400 from 1,323 visitors. Roughly
90 percent of these total expenditures were from nonresidents. Birding and other wildlife observation
were the main activities occurring at the HFU. In comparison, recreational expenditures at Kīlauea
Point on Kaua‘i generated $10.7 million from 986,088 visitors.
In addition to recreational expenditures, the Refuge contributes money to the local economy throughthe Refuge Revenue Sharing Act of 1978 (16 U.S.C. 715s). This Act authorizes Federal payments tobe transferred to the County of Hawai‘i annually in lieu of discontinued taxation of private property.
The amount compensated is approximately 0.75 percent of the fair market value of fee lands. In
2009, $66,557 was paid to Hawai‘i County for Hakalau Forest NWR.

5.4 References
Carver, E. and J. Caudill. 2007. Banking on Nature 2006: The Economic Benefits to Local
Communities of National Wildlife Refuge Visitation. Division of Economics, U.S. Fish and Wildlife
Service. Washington, DC. 382 pp.
Caudill, J. and E. Henderson. 2005. Banking on Nature 2004: The Economic Benefits to Local
Communities of National Wildlife Refuge Visitation. Division of Economics, U.S. Fish and Wildlife.
Washington, DC. 435 pp.
Chamber of Commerce of Hawaii, Military Affairs Council. 2008. Hawaii-Based Armed Forces
Benefit All of US. Available at http://cochawaii.com/_library/documents/newpdfs/imp%20mil%202008.pdf. Accessed February 1, 2008.
Clark, Hannah. Forbes Magazine "The Best Cities to Get a Job" (February16, 2007). Available at:
http://www.forbes.com/careers/2007/02/15/best-cities-jobs-leadershipcareers_cx_hc_0216cityjobs.html. Accessed January 7, 2008.

Chapter 5. Social and Economic Environment

5-25

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation PlanCounty of Hawaii. 2007. 2006 County of Hawaii Data Book. Available at:
http://co.hawaii.hi.us/databook_current/dbooktoc.htm. Accessed on June 3, 2008.
County of Hawaii, Department of Parks and Recreation. 2008. A Guide to Public Parks. Available at:
http://www.co.hawaii.hi.us/parks/pdf/CampingInformation.pdf. Accessed June 5, 2008.
County of Hawaii, Department of Planning. 2006. County of Hawaii General Plan.
Department of Planning and Permitting (DPP), City and County of Honolulu. 2003. Community
Profiles 2000 by Development Plan Area. Available at
http://www.honoluludpp.org/planning/ResearchStats.asp. Accessed January 25, 2008.
DHHL and USFWS. 2003. Draft Environmental Assessment Department of Hawaiian Home Lands /Hakalau Forest National Wildlife Refuge Fuel Break Construction Project Island of Hawai‘i.
Division of State Parks, DLNR. Hawaii State Parks website. Available at:
http://www.hawaiiStateparks.org/parks/hawaii/. Accessed June 4, 2008.
Dougherty, Dennis and Jadelyn Moniz-Nakamura. July 2006. A Cultural Resource Overview
Report for the Proposed North Kona Fencing and Habitat Restoration Project, North Kona, Hawai‘i.
National Park Service Publication in Anthropology #8. Hawai‘i Volcanoes National Park.
First Hawaiian Bank. 2007. Economic Forecast 2007-2008 Edition.
Hawaii Department of Business, Economic Development, and Tourism (HDBEDT). State of Hawaii
Data Book 2007. 2008. Available at: http://www.hawaii.gov/dbedt/info/economic/databook/db2008/.
Accessed August 5, 2010.
Hawaii Department of Land and Natural Resources (DLNR), Division of Boating and Ocean
Recreation (DBOR). DOBOR Facilities. Available at:
http://www.hawaii.gov/dlnr/dbor/borfacilities.htm. Accessed January 9, 2008.
Hawaii Department of Land and Natural Resources (DLNR). Hunting In Hawaii: What You Should
Know. Available at: http://www.hawaii.gov/dlnr/dcre/know.htm#Game_Animals_in_Hawaii.
Accessed January 9, 2008.
Hawaii Department of Land and Natural Resources (DLNR). 2003. State Comprehensive Outdoor
Recreation Plan.
Juvik, S.P. and J.O. Juvik. 1998. Atlas of Hawai‘i, Third edition. University of Hawai‘i Press:
Honolulu. 333 pp.
Maly, K and Onaona Maly. 2001 A Historical Overview of the Lands, and Trails Traveled, Between
Keauhou and Kealakekua, Kona, Hawai‘i. Prepared for the State Division of Forestry and Wildlife.
Kumu Pono Associates, Hilo, Hawaii.
Raymond, A. and N. Valentine. Cultural Resource Investigations for Boundary and Cross Fences at
the KFU of the Big Island National Wildlife Refuge Complex, Hawaii Island. 2007.
5-26

Chapter 5. Social and Economic Environment

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Research Solutions, LLC and S. Gopalakrishnan. 2002. Draft Economic Impact Analysis for
Proposed Critical Habitat for Threatened and Endangered Plants on the Island of Hawaii. Preparedfor U.S. Fish and Wildlife Service.
Schuster,L.C., M. Durst, P.W. Chattey, and L. Tamimi. 2002. Cultural Resources Report for the
Hakalau Forest National Wildlife Refuge Wildlife Urban Interface Project. 42 pp.
Stine, P. 1985. Environmental Assessment, Proposal to Establish an Upper Hakalau National
Wildlife Refuge, Hawaii County, Hawaii. Prepared by the U.S. Fish and Wildlife Service,
Honolulu HI.
Three Mountain Alliance (TMA). 2007. Three Mountain Alliance Management Plan.
Tomonari-Tuggle. 1996. Bird catchers and bullock hunters in the upland Mauna Kea Forest: acultural resource overview of the Hakalau Forest National Wildlife Refuge, island of Hawaii.
International Archaeological Research Institute.
U.S. Bureau of the Census (U.S. Census). 2001. Profiles of General Demographic Characteristics,
2000. Census of Population and Housing, Hawai‘i.
USFWS. 2002a. Wildland Fire Management Plan, Hakalau National Wildlife Refuge, Hakalau Unit.
USFWS. 2002b. Fire Management Plan, Hakalau Forest National Wildlife Refuge, Kona Forest Unit.
USFWS. 2004. Visitor Services Evaluation Report, Hakalau Forest National Wildlife Refuge.
Region 1.
USFWS. 2006. Refuge Annual Performance Planning (RAPP) Workbook 2006, Hakalau
Forest NWR.
USFWS. 2007a. 2006 National Survey of Fishing, Hunting, and Wildlife-Associated Recreation.
Available at: http://wsfrprograms.fws.gov/Subpages/NationalSurvey/2006_Survey.htm. Accessed
December 12, 2007.
USFWS. 2007b. Refuge Annual Performance Planning (RAPP) Workbook 2007, Hakalau
Forest NWR.
USFWS. 2008. Final Environmental Assessment for Fencing of the KFU of the Hakalau Forest
National Wildlife Refuge Hawai‘i County, Hawai‘i.

Chapter 5. Social and Economic Environment

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

5-28

Chapter 5. Social and Economic Environment

Appendices

Above: Nēnē/John De MelloRight: ‘I‘iwi/Jack Jeffrey Photography

Hakalau Forest Unit understory/Jack Jeffrey Photography

Appendix A: Species Lists

Aspleniaceae

Aspidiaceae

Araceae
Araliaceae

Amarantaceae
Apocynaceae
Aquifoliaceae

Adiantaceae

FamilyAdiantum capillus-veneris
Adiantum cuneatum
Charpentiera obovata
Alyxia olivaeformis
Ilex anomala
Ilex aquifolium
Zantedeschia aethiopica
Cheirodendron trigynum
Tetraplasandra melandra
Arachniodes carvifolia
Ctenitis rubiginosa
Dryopteris fusco-atra
Dryopteris glabra
Dryopteris hawaiiensis
Dryopteris wallichiana
Dryopteris unidentata
Polystichum hillebrandii
Asplenium contiguum
Asplenium lobulatum
Asplenium macraei
Asplenium normale
Asplenium polyodon
Asplenium rhipidoneuron
Asplenium schizophyllum

Species (Scientific Name)

iwa‘iwa-a-Kānepi‘ipi‘i-lau

lau-kahi‘akolepapa‘oikīlau‘iwa‘iwa
maidenhair fernpāpalamailekāwa‘uEnglish holly
calla lily‘ōlapa‘oheCommon Name

Table A-1. Plant List (Both Native and Nonnative) for Hakalau Forest Unit.

I
A
E
E
E
A
A
E
E
I
E
E
E
E
I
E
E
E
I
E
I
?
I
SOC

Status

Life
Form
f
f
s,t
l
t
s,t
h
t
t
f
f
f
f
f
f
f
f
f
f
f
f
f
f
f

Appendix A. Species Lists for Hakalau Forest National Wildlife Refuge

1987

1987
1987
1987
1987
1987

1987
1987
1987
1987
1987
1987
1987

1987
1987
1987
1987
1987

Year First
Observed

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-1

A-2

Casuarinaceae
Celastraceae
Commelinaceae
Compositae

Caprifoliaceae
Caryophyllaceae

Blechnaceae

Asteraceae
Athyriaceae

FamilyDrymaria cordata
Polycarpon tetraphyllum
Stellaria media
Casuarina
Perrottetia sandwicensis
Commelina diffusa
Ageratum conyzoides
Ageratina riparia
Bidens pilosa
Chrysanthemum leucanthemum
Crassocephalum crepidioides
Dubautia scabra
Erechtites valerianaefolia
Erigeron bonariensis
Erigeron canadensis
Gnaphalium japonicum

Asplenium unilaterale
Cirsium vulgare
Athyrium microphyllum
Diplazium sandwichianum
Sadleria cyatheoides
Sadleria pallida
Sadleria souleyetiana
Sadleria squarrosa
Lonicera japonica
Cerastium vulgatumSpecies (Scientific Name)na‘ena‘evalerian-leaved fireweed
hairy horseweed
Canada fleabane
cudweedpāmohobull thistle‘ākōleahō‘i‘o‘ama‘u, ‘ama‘uma‘u‘ama‘u, ‘ama'uma‘u‘ama‘u, ama‘uma‘u‘ama‘uhoneysuckle
larger mouse ear,chickweed
drymaria
allseedcommon chickweedcommon ironwood
olomeaday flower
ageratumspreading mist flower
Spanish needle
white daisy

Common Name

h
h
h
t
t
h
h
h
h
h
h
s,t
h
h
h
h

A
A
A
A
E
A
A
A
A
A
A
E
A
A
A
A

I
A
E
E
E
E
E
E
A
A

Life
Form
f
s,t
f
f
f
f
f
f
l
h

Status

1987
1987
1987
1987
1987
1987
1987
1987
1987
1987

1987
1987
1987
1987
1987

1987
1987

1987
1987
1987
1987
1987
1987

Year First
Observed

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Appendix A: Species Lists

Dennstaedtiaceae
Dicksoniaceae

Cucurbitaceae
Cupressaceae
Cyperaceae

Corynocarpaceae
Cruciferae

FamilySolanum tuberosumsonchus oleraceus
Taraxacum officinale
Youngia japonica
Corynocarpus laevigata
Cardamine flexuosa
Nasturtium microphyllum
Sicyos sp.
Chamaecyparis lawsoniana
Carex alligata
Carex macloviana
Carex wahuensis var. rubiginosa
Cyperus brevifolius
Cyperus haspan
Eleocharis obtusa
Eleocharis radicans
Machaerina angustifolia
Uncinia uncinata
Microlepia strigosa
Cibotium chamissoi
Cibotium glaucum
Cibotium hawaiense

Hypochoeris radicata
Senecio sylvaticus
Senecio madagascariensis
Senecio mikanioides

Species (Scientific Name)

h
h
h
h
t
h
h
l
t
g
g
g
g
g
g
g
g
g
f
f
f
f

A
A
A
A
A
A
A
A
A
A
A
E
A
E
I
E
A
A
I
A
I
I
I
E
E
E

hairy cat’s-ear, gosmore
wood groundsel
fire weed
German ivy

palapalai, palai
hāpu‘u ‘i‘i, ‘i‘i
hāpu‘u pulu
meu

‘uki

pīpī wai, kohekohekyllinga

St. Malo’s sedge

watercress
kūpalaPort Orford cedar

sow thistle
dandelion
oriental hawksbeard
karaka tree

Life
Form
h
h
h
l

StatusCommon Name

1987
1987
1987
1987
1987
1987
1987
1987

1987
1987
1987
1987

Year First
Observed
1987
1987
2004
Pua
‘Ākala1990
1987
1987
1987
1987
1987
1987
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-3

A-4

Gramineae

Gleicheniaceae

Gesneriaceae

Fagaceae
Geraniaceae

Epacridaceae
Ericaceae

Elaphoglossaceae

FamilyElaphoglossum alatum
Elaphoglossum crassifolium
Elaphoglossum hirtum var. micans
Elaphoglossum wawrae
Styphelia tameiameiae
Rhododendrum x hybridium
Vaccinium calycinum
Vaccinium pahalae
Vaccinium reticulatum
Castanea dentata
Erodium cicutarium
Geranium carolinianum
Cyrtandra lysiosepala
Cyrtandra paludosa
Cyrtandra platyphylla
Cyrtandra tintinnabula*
Hypericum mutilum
Dicranopteris linearis
Diplopterygium pinnata
Sticherus owhyhensis
Agrostis alba
Agrostis avenacea
Andropogon virginicus
Anthoxanthum odoratum
Avena fatua
Axonopus affinisSpecies (Scientific Name)

broomsedge
sweet vernal grass
wild oatnarrow-leaved carpet
grass‘ēkaha‘ēkaha‘ēkaha‘ēkahapūkiawerhododendron‘ōhelo-kau-lā‘au‘ōhelo‘ōheloAmerican chestnut
Filaree
Carolina crane’s
kanawao-ke‘oke‘okanawao-ke‘oke‘okanawao-ke‘oke‘oha‘iwaleSt. Johnswort
uluhe
uluhe-lau-nui
uluhe
red top grass

Common Name
E
E
E
E
I
A
E
E
E
A
A
A
E
E
E
Endang
A
I
I
E
A
A
A
A
A
A

Status

h
f
f
f
g
g
g
g
g
g

Life
Form
f
f
f
f
s
s
s,t
s
s
t
h
h
s
s
s

1987
1987
1987

Year First
Observed
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
Maulua 1994
1987
1987
1987
1987
1987
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Appendix A: Species Lists

Guttiferae
Hemionitidaceae

Grammitidaceae

Family

A
A
A
A
A
A
A
A
A
E
E
E
E
E
E
E
A
E

meadow ricegrass
dallis grassvasey grass
kikuyu grass
annual bluegrass
Kentucky bluegrass
Glenwood grass
perennial foxtail
African dropseed
pai, palai-lā‘aukihi, kihewahine-noho-maunawahine-noho-maunamāku‘e-lau-li‘ikolokolomahine-lua

Microlaena stipoides
Paspalum dilatatum
Paspalum urvillei
Pennisetum clandestinum
Poa annua
Poa pratensis
Sacciolepis indica
Setaria geniculata
Sporobolus africanus
Adenophorus hymenophylloides
Adenophorus pinnatifidus
Adenophorus tamariscinus
Adenophorus tripinnatifidus
Grammitis hookeri
Grammitis tenella
Xiphopteris saffordii
Hypericum degeneri
Coniogramme pilosa
lo‘uluAE

velvet grass‘oheHolcus lanatus
Isachne distichophylla

A
E
A
A

StatusBrown’s lovegrassorchard grass

Common Name

Dactylis glomerata
Deschampsia australis
Eragrostis brownei
Festuca arundinacea

Species (Scientific Name)

g
g
g
g
g
g
g
g
g
f
f
f
f
f
f
f
h
f

g
g

Life
Form
g
g
g
g

Year First
Observed
1987
1987
1987
Hakalau
Cabin 2005
1987‘Āwehistream 4100ft
2002
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-5

A-6

Leguminosae

Labiatae

Joinvilleaceae
Juncaceae

Hypolepidaceae

Hymenophyllaceae

FamilyPhyllostegia velutina*
Phyllostegia vestita
Phyllostegia warshaueri
Prunella vulgaris
Stenogyne calaminthoides
Stenogyne macrantha
Stenogyne scrophularioides Benth.
var. biflora
Stenogyne scrophularioides var.
remvi
Acacia koa
Lotus angustissimus

kīponapona

Phyllostegia floribunda
Phyllostegia brevidens*
Phyllostegia racemosa*

s

E
SOC
EndangEE
A

mōhihikoamōhihiself-heal

t
h

l

h
l
l
l

l

h

g
g
g
g
g
h

C
A
A
A
E
A

E
E
E
E
I
E

Life
Form
f
f
f
f
f
f

StatusEndang
SOC
EndangA
E
E
E

slender rush
spearmint‘ōhi‘a kūpalaihinahina
palai-lau-li‘ikīlau, kālau, palahihi‘olua
kīlau-a-pueo,
brackenfern‘ohebog rush

Common Name

Mecodium recurvum
Sphaerocionium lanceolatum
Sphaerocionium obtusum
Vandenboschia davallioides
Hypolepis punctata
Pteridium aquilinum var.
decompositum
Joinvillea ascendens
Juncus effusus
Juncus planifolius
Juncus tenuis
Luzula hawaiiensis
Mentha spicata

Species (Scientific Name)

1987
1987

1987
1987
1987
Maulua 1998

1991

1991
1987

1987
1987
1987
1987
Nauhi cabin
1990

1987
1987
1987

Year First
Observed
1987
1987

Portions ofunit 1-2

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Appendix A: Species Lists

Lycopodiaceae

Loganiaceae
Loranthaceae

Lindsaeceae
Lobeliaceae

Liliaceae

Family

E
E
E
E
E
I
E

‘aku‘akuhāhā‘akūkoli‘ikamakahala
hulumoa

Clermontia sp.
Cyanea fernaldii
Cyanea longipedunculata
Cyanea pilosa
Cyanea platypylla
Cyanea shipmannii*

Cyanea tritomantha
Trematolobelia grandifolia

wāwae‘iole

s
s
s
s
s
s

E
E
E
E
EndangEndang‘ōhāwai

Clermontia pyrularia*

Labordia hedyosmifolia var. gravana
Korthalsella complanata
Korthalsella cylindrica
Lycopodium cernum
Lycopodium erubescenssEndang‘ōhāwai‘ōhāwai

Clermontia parviflor
Clermontia peleana peleana

s
h
h
f
f

s
s

s,t
s,t

E
Endangburr clovermāmanewhite clover
gorse
pa‘iniu
hoi-kuahiwi
pala‘ā

Life
Form
h
h
h
t
h
s
h
l
f
s

A
A
A
E
A
A
E
E
I
EndangStatusbird’s foot trefoil

Common Name

Lotus corniculatus
Lotus uliginosus
Medicago polymorpha
Sophora chrysophylla
Trifolium repens
Ulex europaeus
Astelia menziesiana
Smilax sandwicensis
Sphenomeris chinensis
Clermontia lindseyana*

Species (Scientific Name)

1987

Honohina
1992
1987
1987

1992

1987

Outplanted
1992
1987

Maulua 1992

Year First
Observed
1987
1987
1987
1987
1987
1987
1987
1987
1987
1987

Portions ofunit 1

Portions ofunit 1, 3
Portions ofunit 1-2

Portions ofunit 1-2

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-7

A-8

Oxalidaceae
PalmaePandanaceae
Passifloraceae
Phytolaccaceae
Piperaceae

Oleaceae
Onagraceae

Nephrolepidaceae
Orchidaceae

Myrtaceae

Magnoliaceae
Malvaceae
Marattiaceae
Myoporaceae
Myrsinaceae

Lythraceae

FamilyLycopodium serratum
Cuphea carthagenensis
Lythrum maritimum
Magnolia grandiflora
Modiola caroliniana
Marattia douglasii
Myoporum sandwicense
Embelia pacifica
Myrsine lessertiana
Myrsine sandwicensis.
Eucalyptus sp.
Eucalyptus robusta
Metrosideros polymorphaPsidium cattleianum
Nephrolepis cordifolia
Arundina bambusaefolia
Liparis hawaiensis
Fraxinus uhdei
Epilobium cinereum
Fuchsia magellanica
Ludwigia palustris
Oxalis corniculata var. corniculata
Pritchardia lanigera
Freycinetia arborea
Passiflora mollissima
Phytolacca sandwicensis
Peperomia cookiana
Peperomia expallescens

Species (Scientific Name)swamp mahogany‘ōhi‘a lehua
strawberry guavani‘ani‘aubamboo orchid‘awapuhi-a-kanaloa
tropical ash
willow herb
fucshia
water purslane
lady’s sorrello‘ulu‘ie‘iebanana poka
pōpolo-kū-mai‘ala‘ala-wai-nui‘ala‘ala-wai-nui

southern magnolia
modiolapalanaiokilioekōlea-lau-nuikōlea-lau-li‘itarweedCommon Name
E
A
A
A
A
I
E
E
E
E
A
A
E
A
I
A
E
A
A
A
A
A
E
E
A
SOC
E
E

Status

Life
Form
f
h
h,s
t
h
f
t
l
t
s,t
t
t
s,t
t
f
h
h
t
h
s
h
h
t
l
l
s
h
h
1987
1987
1987
1987
1987

1987
1987
1987
1987
1987

1987
1987
1987
1987
1987
2004
1987
1987

1987
1987
1987
1987
1987
1987

Year First
Observed

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Appendix A: Species Lists

Ranunculaceae

Pteridaceae

Psilotaceae

Primulaceae
Polypodiaceae

Platanaceae
Polygonaceae

Plantaginaceae

Pittosporaceae

FamilyPolypodium pellucidum var.
pellucidum
Psilotum complanatum
Psilotum nudum
Pteris cretica
Pteris excelsa
Pteris irregularis
Ranunculus hawaiensis

Plantago australis
Plantago lanceolata
Plantago major
Platanus sp.
Polygonum punctatum
Rumex acetosella
Rumex crispus
Rumex giganteus
Anagallis arvensis var. arvensis
Pleopeltis thunbergiana

Peperomia hawaiensis
Peperomia hypoleuca
Peperomia leptostachya
Peperomia ligustrina
Peperomia lilifolia
Peperomia macreana
Peperomia tetraphylla
Pittosporum undulatum

Species (Scientific Name)moa
moa‘owāli‘i
waimaka-nui, iwa
mana
makou

I
I
I
E
E
SOC

f
f
f
f
f

f

A
A
A
A
A
A
A
E
A
I

plantainnarrow-leaved plantaincommon plantainplane treewater smartweed
sheep sorrel
yellow dockpāwalescarlet pimpernel‘ekaha-‘ākōle,pākahakaha
‘ae
E

E
E
I
E
E
E
I
A

Life
Form
h
h
h
h
h
h
h
Anderson &Crosby
h
h
h
t
h
h
h
s,l
h
f
Status‘ala‘ala-wai-nui‘ala‘ala-wai-nui‘ala‘ala-wai-nui‘ala‘ala-wai-nui‘ala‘ala-wai-nui‘ala‘ala-wai-nui‘ala‘ala-wai-nui
victorian laurel

Common Name

1987
1987
1987
1987

1987

1987
1987
1987
1987
1987
1987
1987
1987
1987
1987

1987
1999

1987

Year First
Observed
1987
1987
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-9

A-10

Rutaceae

Rubiaceae

Rosaceae

FamilyRubus rosaefolius
Unknown Rubus
Coprosma ochracea
Coprosma rhynchocarpa
Gouldia hillebrandii
Gouldia terminalis
Gouldia terminalis var.
quadrangularis
Nertera granadensis var. insularis
Skottsb.
Psychotria hawaiiensis var.
hawaiienis
Photenia Davidiana
Pelea clusiaefolia
Pelea grandifolia
Pelea pseudoanisata

Ranunculus repens
Ranunculus mauiensis
Fragaria vesca f. alba
Prunus cerasus
Prunus persica
Pyrus malus
Rosa sp.
Photenia Davidiana
Rubus hawaiiensis
Rubus argutus

Ranunculus plebeius

Species (Scientific Name)

h

A

s,t
s,t
s,t
t
s,t

E
A
E
E
E

kōpiko‘alani‘alani‘alani

h

s
s
t
s,t
t
t
t

A
A
E
E
E
E
E
I

h
t
s,t
t
s
s
s
s

A
A
A
A
A
A
E
A

A

Life
Form
h

Statusmākolepilo
pilomanonomanonomanonoEuropean strawberrysour cherry
peach
apple
rose
photenia - Nauhi area‘ākalaprickly Florida
blackberry
thimbleberrycommon Australianbuttercup
creeping buttercup

Common Name

1987
1987
1987
1987

1987

1987

1987
1987

1987
1987
1987

1987
1987

1987

1987
Aug 1991
1987
1987
1987

Year First
Observed
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Appendix A: Species Lists

Thymelaeaceae
Umbelliferae

Pseudophegopteris keraudreniana
Pneumatopteris sandwicensis
Macrothelypteris torresiana
Wikstroemia sp.
Hydrocotyle sibthorpioides

Amauropelta globulifera
Christella cyatheoides

Thelypteridaceae

Theaceae

Cryptomeria japonica
Cunninghamia lanceolata
Sequoia sempervirens
Eurya sandwicensis*

Platydesma remyi
Platydesma spathulata
Selaginella arbuscula
Dodonaea viscosa
Broussaisia arguta Gaud.var. arguta
forma ternata Forbes
Hydrangea macrophylla
Castilleja arvensis
Veronica arvensis
Veronica plebeia
Veronica serpyllifolia
Physalis peruviana
Solanum nigrum
Solanum tuberosum
Nothocestrum longifolium

Species (Scientific Name)

Taxodiaceae

Solanaceae

Scrophulariaceae

Salaginellaceae
Sapindaceae
Saxifragaceae

Family‘ākia
marsh pennywort

f
f
f
s
h

t
t
t
t

E
E
A
E
A

A
A
A
SOC

Tsugi or sugi pine
China fircoast redwood
ānini

s
h
h
h
h
h
s
h
t

f
f

A
A
A
A
A
A
I?
A
E

hydrangea
Indian paintbrushcorn speedwell
common speedwell
thyme-leaved speedwellcape gooseberry
pōpolo, black nightshadepotato
Aira

Life
Form
t
s,t
f
s
s

E
E

C1R
E
E
E
E

Remy’s pilo-kea
pilo-kea
lepelepe-a-moa‘a‘ali‘i
pū‘aha-nui, kanawao

palapalai-a-kama-pua‘akikawaiō, pakikawaiō
kupukupu-makali‘iwaimaka-nuihō‘i‘o-kula

StatusCommon Name

1987

1987
1987
2001

1987
1987
1987
1987
1987
1987
1987
1987
Maulua
12/90
1987
1987
1987
Tr 2 Bottom
3/2007
1987

1987
1987
1987

Year First
Observed

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-11

A-12

Pilea peploides
Pipturus albidus
Touchardia latifolia
Urera sandvicensis
Verbena litoralis

Hydrocotyle verticillata

Species (Scientific Name)

h
s,t
s
t
h

I
E
E
E
A

A

Life
Form
h

StatusLife Formf = fernh = herb
g = grass or grass like (sedges, rushes
and grasses)
s = shrubt = treel = liana, vine

māmakiolonā
ōpūheweed verbena

whorled marsh
pennywort

Common Name

A = alien (nonnative)
SOC = species of concern, old C2
C1R = recommended for candidate1
C1P = candidate1 proposed for listing
Endang = endangered? = Recorded during the Hawai‘i Forest Bird Survey, not seen since* = Species in propagation at Hakalau Forest greenhouse

StatusE = Endemic
I = Indigenous
P = Polynesian introduction

Verbenaceae

Urticaceae

Family

1987

1987
1987

Year First
Observed
1987

CriticalHabitatHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Acacia
Agrostis
Agrostis
AlyxiaAntidesma
Astelia
Broussaisia
Canavalia
Carex
Carex
Carex
Charpentiera
Cheirodendron
Clermontia
Clermontia
E - Clermontia
Cocculus
Coprosma
Coprosma
CoprosmaC - Cyanea
E (CH) - Cyanea
SOC - Cyanea
Cyanea
E - Cyanea
Cyperus
Cyrtandra
Rare - Cyrtandra
SOC - Cyrtandra
Cyrtandra

Genus

Hawaiian/Common Name
Endemickoa
koa
he‘u-pueo
avenacea
pili hale
sandwicensis
maile
oliviformis
hameplatyphyllum
pa‘iniu, kaluahamenziesianapū‘aha-nui, kanawao
arguta‘āwikiwiki
hawaiiensis
no common namealligata
no common namemacloviana
no common namewahuensis
pāpalaobovata‘ōlapatrigynum‘ōhāwaiclermontioides ssp. clermontioides‘ōhāwaiclermontioides ssp. rockiana‘ōhāwailindseyana
huehueorbiculatus
kūkae-nēnē
ernodeoides
pilomontanapilorhynchocarpa
hāhā
floribunda
hāhā
hamatiflora
hāhā
marksiihāhā
pilosahāhā
stictophylla
no common namepolystachyosha‘iwalehawaiensis
ha‘iwalelysiosepalaha‘iwalemenziesii‘ilihia
platyphylla

Species

Table A-2. Plant List (Both Native and Nonnative) for Kona Forest Unit.

AcaKoaAgrAveAgrSanAlyOli
AntPlaPla
AstMenBroArg
CanHaw
CarAllCarMacSub
CarWah
ChaOboCheTri
CleCleCle
CleCleRoc
CleLinCocOrbCopErnCopMonCopRhyCyaFloCyaHamCar
CyaMar
CyaPilPil
CyaSti
CypPolCyrHaw
CyrLys
CyrMenCyrPla

3X3 CODE

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

A-13

GenusDeschampsia
Dianella
Dodonaea
Dubautia
Embelia
Exocarpos
Fimbristylis
SOC - Fragaria
Freycinetia
Geranium
Hedyotis
Hedyotis
Hedyotis
Ilex
Ipomoea
Korthalsella
LabordiaLuzulaMachaerina
Melicope
Melicope
Melicope
Metrosideros
Metrosideros
Metrosideros
Metrosideros
Metrosideros
Morelotia
Myoporum
MyrsineMyrsineMyrsineE - Nothocestrum
nubigena
sandwicensis
viscosa
scabrapacifica
menziesii
dichotoma
Chiloensis ssp. sandwicensis
arboreacuneatumcentranthoides
hillebrandii
terminalis
anomalaindicalatissima
hedyosmifolia
hawaiiensis
angustifolia
clusiifolia
radiata
volcanica
polymorphapolymorphapolymorphapolymorphapolymorphagahniiformis
sandwicense
lanaiensis
lessertiana
sandwicensis
breviflorum

Species

Hawaiian/Common Name
hairgrass‘uki ‘uki‘a‘ali‘ina‘en‘aekilioeheau
tall fringe rush‘ōhelo papa‘ie‘ienohoanu
no common namemanonomanonokāwa‘umorning glory, koali‘awa
Hawaiian mistletoe, hulumoa, kaumahanakāmakahala
wood rush‘ukikolokolo mokihana, kūkaemoa
alani
alani
‘ōhi‘a, ‘ōhi‘a lehua, lehua‘ōhi‘a, ‘ōhi‘a lehua, lehua‘ōhi‘a, ‘ōhi‘a lehua, lehua‘ōhi‘a, ‘ōhi‘a lehua, lehua‘ōhi‘a, ‘ōhi‘a lehua, lehua
no common namenaio, bastard sandalwood
kōlea
kōlea lau nui
kōlea lau li‘i‘aiea

3X3 CODEDesNub
DiaSan
DodVisDubScaEmbPacExoMenFimDicFraChiSan
FreArb
GerCunHedCenHedHilHedTer
IleAnoIpoIndKorLatLabHedLuzHaw
MacAng
MelCluMelRadMelVol
MetPol
MetPolGla
MetPolInc
MetPolMac
MetPolPol
MorGahMyoSanMyrLanMyrLesMyrSanNotBreHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-14

Appendix A: Species Lists

GenusNothocestrum
Panicum
Paspalum
Peperomia
Peperomia
Peperomia
Perrottetia
Phyllostegia
C - Phyllostegia
SOC - Phyllostegia
E - Phyllostegia
SOC - Phyllostegia
Rare - Phytolacca
Pilea
Pipturus
Pisonia
Pittosporum
Pittosporum
Platydesma
E - Portulaca
Pseudognaphalium
Psychotria
Rubus
SOC - Rubus
Rumex
Rumex
SOC - SaniculaSantalum
Schoenoplectus
SicyosC - Sicyos
T - Silene
SOC - Sisyrinchium
longifolium
tenuifolium
scrobiculatumcookiana
hypoleuca
macraeana
sandwicensis
ambigua
floribunda
stachyoides
velutina
vestitasandwicensis
peploides
albidussandwicensis
hosmeriterminalioides
spathulata
sclerocarpa
sandwicensium
hawaiiensis
hawaiensis
macraeigiganteus
skottsbergii
sandwicensis
paniculatum
juncoides
lasiocephalus
macrophyllus
hawaiiensis
acreSpecies‘aiea
mountain pili, konakona
ricegrass‘ala‘ala wai nui‘ala‘ala wai nui‘ala‘ala-wai-nui
olomeano common nameno common nameno common nameno common nameno common namepōpolo kū maino common namemāmakiāulu, kaulu
hō‘awahō‘awapilo keapo‘e‘ena‘enakōpiko ‘ula, ‘ōpiko
‘ākala‘ākalapāwale, uhauhakōpāwaleno common name‘iliahi, sandalwood
kaluhā
‘ānunu‘ānununo common namemau‘u hō‘ula ‘ili

Hawaiian/Common Name

3X3 CODE
NotLonPanTenPasScr
PepCooPepHypPepMacPerSanPhyAmb
PhyFloPhyStaPhyVel
PhyVesPhySanPilPep
PipAlb
PisSanPitHos
PitTer
PlaSpaPorScl
PseSanSan
PsyHaw
RubHaw
RubMacRumGigRumSkoSanSanSanPanPan
SchJunSicLasSicMacSilHaw
SisAcrHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

A-15

melastomifolia
chrysophylla
calycosa
macrantha
rugosascrophularioides
sessilistameiameiae
humilehawaiensis
oahuensis
latifolia
glomeratum
uncinata
glabracalycinum
reticulatum
phillyreifolia
subcordata
hawaiiense
hymenophylloides
tamariscinus
tripinnatifidus
hispidulum
raddianum
globulifera
acuminatum
adiantum-nigrum
contiguum
insiticium
lobulatum
macraei

Adenophorus
Adenophorus
Adenophorus
Adiantum
Adiantum
Amauropelta
Asplenium
Asplenium
Asplenium
Asplenium
Asplenium
Asplenium

SpeciesSmilaxSophoraStenogyne
SOC - Stenogyne
Stenogyne
SOC - Stenogyne
Stenogyne
Styphelia
Tetramolopium
Tetraplasandra
Tetraplasandra
Touchardia
Trisetum
Uncinia
Urera
Vaccinium
Vaccinium
Wikstroemia
Wollastonia
Xylosma

Genus

Ferns

A-16

pai
wahine noho maunawahine noho mauna
no Hawaiian nameno Hawaiian namepalapalai a Kamapua‘alola‘iwa‘iwa, manawahua
no Hawaiian name‘āpali‘i
pi‘i pi‘i lau manamana, ‘anali‘i‘iwa‘iwa lau li‘i, ‘iwa lau li‘i

Hawaiian/Common Name
hoi-kuahiwi, ‘aka‘awa
māmaneno common nameno common namema‘ohi‘ohi
mōhihino common namepūkiaweno common name‘ohe‘ohe maukaolonāHe‘u-pueo, mountain pili
no common nameōpūhe‘ōhelo kau lā‘au‘ōhelo
‘ākia
nehe
maua
AdeHym
AdeTam
AdeTri
AdiHisAdiRadAmaGloAspAcuAspAdi
AspConAspInsAspLob
AspMac

3X3 CODE
SmiMelSopChr
SteCalSteMacSteRugSteScr
SteSes
StyTam
TetHumTetHaw
TetOahTouLat
TriGloUncUncUreGla
VacCalVacRet
WikPhi
WolSub
XylHaw

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Genus
Asplenium
Asplenium
E - Asplenium
Asplenium
Asplenium
Asplenium
Asplenium
Athyrium
Blechnum
Callistopteris
Christella
Cibotium
Cibotium
Cibotium
Coniogramme
Cyrtomium
SOC - Cystopteris
Deparia
Dicranopteris
Diplazium
Diplazium
Dryopteris
Dryopteris
Dryopteris
Dryopteris
Dryopteris
Elaphoglossum
Elaphoglossum
Elaphoglossum
Elaphoglossum
Elaphoglossum
Grammitis
Grammitis
monanthesnidus
peruvianum var. insulare
polyodonsphenotomum
trichomanes
unilaterale
microphyllum
appendiculatumbaueriana
parasitica
chamissoi
glaucummenziesii
pilosafalcatumdouglasii
petersenii
linearis
arnottii
sandwichianum
fusco-atraglabrahawaiiensis
unidentata
wallichiana
alatumcrassifolium
paleaceum
parvisquameum
wawraehookeritenellaSpecies

Hawaiian/Common Nameno Hawaiian name‘ēkaha,‘ekaha kuahiwi, ‘ākaha, ‘ekahakaha
no Hawaiian name‘iwa, ‘alae
no Hawaiian name‘owāli‘ipāmoho‘ākōleano Hawaiian nameno Hawaiian nameno Hawaiian namehāpu‘u, hāpu‘u ‘i‘i
hāpu‘uhāpu‘ulo‘uluno Hawaiian nameno Hawaiian nameno Hawaiian nameuluhehō‘i‘o, poholehō‘i‘o‘olua, ‘opeha
hohiu, kīlau
no Hawaiian name‘akolelau kahi, ‘i‘o nui‘‘opehalaukahi‘ēkaha‘ēkahamāku‘emāku‘e lau li‘ikolokolo

3X3 CODEAspMonAspNidAspPerIns
AspPolAspSphAspTriDen
AspUni
AthMicBleApp
CalBauChrPar
CibChaCibGlaCibMenConPilCyrFalCysDouDepPetDicLinDipArnDipSanDryFusDryGlaDryHaw
DryUni
DryWalElaAlaElaCraElaPalElaPar
ElaWaw
GraHooGraTenHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

A-17

GenusHuperzia
Huperzia
Hypolepis
Lellingeria
Lepisorus
Lycopodium
Macrothelypteris
Rare - Marattia
Mecodium
Microlepia
Nephrolepis
Nephrolepis
Nephrolepis
Nothoperanema
Odontosoria
Oligadenus
Oligadenus
Ophioderma
Palhinhaea
Pellaea
Phlebodium
Phlegmariurus
Phlegmariurus
Pityrogramma
Pneumatopteris
Polypodium
Polystichum
Polystichum
Pseudophegopteris
Psilotum
Psilotum
Pteridium
Pteriserosa
serrata
hawaiiensis
saffordii
thunbergianus
venustulum
torresiana
douglasii
recurvumstrigosa
cordifolia
exaltata
multiflora
rubiginosachinensis
pinnatifidus
pinnatifidus
pendulacernuaternifolia
aureumfiliformis
phyllanthus
austroamericana
sandwicensis
pellucidum
haleakalense
hillebrandii
keraudrenianacomplanatum
nudum
aquilinum
creticaSpecies

Hawaiian/Common Name
wawae‘iole
wawae‘iole
‘olua
kihi
‘ēkaha ‘ākōlea
wawae‘iole
no Hawaiian namepala, kapua‘i lio‘ōhi‘a kūpalapalai‘akupukupu‘ōkupukupu
no Hawaiian namemāku‘e, pauoa
pala‘ā
kihi
kihi
lau kahi
wawae‘iole
kalamoho, kalamoho lau li‘ilaua‘e haole
wawae‘iole
wawae‘iole
no Hawaiian namehō‘i‘o kula‘ae
kā‘ape‘ape
papa‘oi, ka‘upu‘iikolea, waimakanui, ala‘alaimoa, moa nahele, pipimoakīlau, pai‘ā‘owali

3X3 CODE
HupEroHupSer
HypHaw
LelSaf
LepThu
LycVenMacTor
MarDouMecRecMicStr
NepCorNepExaHaw
NepMul
NotRub
OdoChi
OliPinOliPin
OphPen
PalCer
PelTer
PhlAur
PhlFilPhlPhy
PitAus
PneSan
PolPel
PolHal
PolHilPseKer
PsiCom
PsiNudPteAquDec
PteCreHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-18

Appendix A: Species Lists

excelsa
hillebrandii
irregularis
cyatheoides
pallidasouleyetiana
arbusculalanceolatum
chinensis
davallioides
hispidulum
raddianum
ripariaconyzoides
stolonifera
moluccanavirginicus
odoratumnidus
ciliatumfissifolius
hirtellareniformis
occidentale
minor
asiatica
flexuosa
longii
papayaarvensis
erythraea

PterisPterisPterisSadleria
Sadleria
Sadleria
Selaginella
Sphaerocionium
Sphenonmeris
Vandenboschia

Adiantum
Adiantum
Ageratina
Ageratum
Agrostis
Aleurites
Andropogon
Anthoxanthum
Asplenium
Arthrostema
Axonopus
Begonia
Begonia
Blechnum
Briza
Buddleia
Cardamine
Carex
CaricaCastilleja
Centaurium

Genus

Species

Hawaiian/Common Name
waimaka nui
no Hawaiian name‘iwa puakea (Maui), mana, ‘āhewa (O‘ahu)‘ama‘u, ama‘uma‘u‘ama‘u ‘i‘i‘ama‘uma‘ulepelepe a moa
palai hinahinapala‘ā
kīlau
Nonnative (weeds)
Australian maidenhairmaiden hair fern
spreading mist flower; hamakua pāmakani
maile-hohono
redtop, creeping bentgrass
kukui, candlenut
broomsedge
sweet vernalgrass‘ēkaha, bird’s-nest fernno common namenarrow-leaved carpetgrassbegonia
grape-leaf begonia
occidental blechnum
little quaking grassbutterfly bush, dog tail
bittercress
no common namepapayafield Indian paintbrush
bitter herb, European centaury

Appendix A: Species Lists

AdiHisAdiRadAgeRip
AgeConAgrSto
AleMolAndVirAntOdoAspNidArtCil
AxoFisBegHir
BegRenBleOcc
BriMin
BudAsi
CarFle
CarLonCarPapCasArv
CenEryEry

3X3 CODE
PteExcPteHilPteIrr
SadCyaSadPal
SadSouSelArb
SphLanSphChi
VanDav
Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-19

Centella
Cerastium
Cirsium
Genus
Clidemia
ConyzaConyzaCrassocephalum
Cunninghamia
CupheaCupressus
Cyclosorus
Cyperus
Cyperus
Cyperus
Cyrtomium
DelaireaDesmodium
Desmodium
Digitaria
Digitaria
Dissotis
Drymaria
Ehrharta
Epidendrum
Epilobium
Eragrostis
Erechtites
Euchiton
Euphorbia
Falcataria
Flindersia

Genus
asiatica
fontanum
vulgareSpecieshirta
bonariensis
canadensis
crepidioides
lanceolata
carthagenensis
lanceolata
parasiticus
difformis
haspansanguinolentus
falcatumodorataincanum
sandwicense
ciliaris
eriantharotundifolia
cordatastipoides
x obrienianum
billardierianum
brownii
valerianifolia
sphaericus
peplusmoluccanabrayleyana

Species

Hawaiian/Common Name
Asiatic pennywort, pohe kulachickweed, hehine-hauli
bull-thistle
Common Name
Koster’s curse
hairy horseweed
Canada fleabane, lani wela
no common name
China fir, Chinese fir
tarweedcypress
no common name
sedge
sedge
no common nameholly fern
German ivy
Spanish clover
Spanish or chili clover
Henry’s crabgrass
pangola grassno common namepipilimeadow ricegrassbutterfly orchidno common namesheepgrass
fireweedJapanese cudweed
petty spurge
no common nameQueensland maple, silkwood

3X3 CODECenAsiCerFonTri
CirVul
3X3 CODE
CliHirHir
ConBonConCanPus
CraCreCunLanCupCarCupLanCycParCypDif
CypHasCypSanCyrFalDelOdoDesIncDesSan
DigCilDigEri
DisRotDryCorPac
EhrSti
EpiXobEpiBilCin
EraBroEreValEucSphEupPep
FalMolFliBraHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-20

Appendix A: Species Lists

Fragaria
Gamochaeta
Geranium
Grevillea
Hedychium
Hippobroma
HolcusHydrocotyle
Hypericum
Hypericum
Hypnum
Hypochoeris
HyptisJuncusJuncusJuncusJuncusKalanchoe
Kyllinga
Kyllinga
Lantana
Lepidium
Lotus
Lotus
Ludwigia
Ludwigia
Macroptilium
Macrothelypteris
Malvastrum
MenthaMimosaMomordica

Genus
vesca
purpurea
homeanumrobustacoronarium
longiflora
lanatusbowlesioides
mutilum
parvulumplumiformis
radicata
pectinataeffususensifolius
planifolius
tenuispinnatabrevifolia
nemoralis
camaravirginicum
subbiflorus
uliginosus
octovalvis
palustris
atropurpureum
torresiana
coromandelianum
spicatapudicacharantia

Species

Hawaiian/Common Name
European, woodland, or sowteat strawberry
purple cudweed
crane’s billsilky oakwhite ginger
Star-of-Bethlehemvelvetgrass, yorkshire fog
marsh pennywort
St. John’s wort
St. John’s wort
moss
gosmore, hairy cat’s ear
comb hyptis
Japanese mat rush
rush
rush
path rush
air plantkili‘o‘opukyllinga, kili‘o‘opu
lantana, lākana
wild peppergrassno common nameno common nameprimrose willow
marsh purslane
no common nameno common namefalse mallow
spearmint
sensitive plant, sleeping grassbalsam pear

3X3 CODE
FraVes
GamPur
GerHomGreRob
HedCor
HipLon
HolLanHydBow
HypMutMut
HypPar
HypPluHypRadHypPecJunEffJunEns
JunPlaJunTenKalPinKylBre
KylNem
LanCam
LepVir
LotSub
LotUli
LudOctLudPalMacAtr
MacTor
MalCorCor
MenSpi
MimPudUni
MomChaHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

A-21multiflora
hirtellus
corniculata
debilismaximum
conjugatum
dilatatum
fimbriatum
urvillei
edulisfoetidaligularis
mollissima
clandestinum
capitatapunctata
tankarvilleae
aureumperuviana
radiatataeda
austroamericana
australismajorcarolinensis
annua
pratensis
paniculata
vulgaris
cattleianum
guajava

Paspalum
Passiflora
Passiflora
Passiflora
Passiflora
Pennisetum
Persicaria
Persicaria
PhaiusPhlebodium
Physalis
Pinus
Pinus
Pityrogramma
Plantago
Plantago
Pluchea
Poa
Poa
Polygala
PrunellaPsidium
Psidium

Species

Genus
Nephrolepis
Oplismenus
Oxalis
Oxalis
Panicum
Paspalum
Paspalum
Paspalum

Hawaiian/Common Name
scaly swordfern
basketgrass, honohono
yellow wood sorrelpink wood sorrel
Guinea grass
Hilo grass, mau‘u-hilo
dallis grass
Panama or fimbriate paspalum, Columbia
grass
Vasey grassliliko‘i, passion fruit
love-in-a-mist, pohāpohā
sweet granadillabanana poka
kikuyu grass
knotweed, smartweed
water smartweed
Chinese ground orchidlaua‘e haole
pohā, cape gooseberrymonterey pine
loblolly pinegold fern
dwarf plantainbroad-leaved plantainsour bush
annual bluegrass
Kentucky bluegrass
milkwort
selfheal, heal-all
strawberry guava, waiwai
guava, common guava, kuawa

A-22

PasUrvPasEduPasFoePasLig
PasMolPenCla
PerCap
PerPunPhaTanPhlAur
PhyPer
PinRadPinTae
PitAus
PlaAusHir
PlaMaj
PluCarPoaAnnPoaPraPolPanPruVul
PsiCat
PsiGua

3X3 CODE
NepMul
OplHirOxaCorOxaDeb
PanMaxPasConPasDilPasFimHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

GenusRanunculus
Ranunculus
Ranunculus
Ricinus
Rubus
Rubus
Rumex
Rumex
Sacciolepis
Schinus
Schizachyrium
Senecio
Senna
Senna
Senna
Setaria
Setaria
Sherardia
Sida
Sisymbrium
Sisyrinchium
Solanum
Sonchus
Spathodea
Spermacoce
Sporobolus
Sporobolus
Stachytarpheta
Stenotaphrum
Syzygium
Tibouchina
Toonaparviflorus
plebeius
repenscommunisargutusrosifolius
acetosella
browneiindicaterebinthifolius
condensatum
sylvaticus
occidentalis
pendulasurattensis
palmifolia
parvifloraarvensisrhombifolia
irio
exile
americanumoleraceus
campanulata
assurgensafricanus
indicus
australissecundatum
jambosherbacea
ciliataSpecies

Hawaiian/Common Namebuttercup
common Australian buttercup
creeping buttercup, butter daisy
castor bean
blackberry
thimbleberry
sheep sorrel
slender dockGlenwood grass
Christmas berry
beardgrasswood groundsel
coffee senna
kolomona, kalamonakolomona, kalamona
palmgrass
perennial foxtail
spurwort
cuba juteLondon rocket
blue-eyed grass
glossy nightshadesow thistle
African tulip tree
buttonweed
African dropseed
West Indian dropseedoī, ōwī
St. Augustine grass, buffalo grassrose apple
glorybush
Australian red cedar

3X3 CODE
RanParRanPleRanRep
RicCom
RubArg
RubRosRumAceRumBroSacIndSchTer
SchConSenSyl
SenOccSenPenAdv
SenSur
SetPalSetPar
SheArv
SidRhoSisIriSisExi
SolAmeSonOleSpaCamSpeAssSpoAfrSpoIndStaAus
SteSecSyzJamTibHerTooCilHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

A-23

A-24

repensthapsusarvensisplebeia
serpyllifolia
bromoides
gracilisjaponica
zerumbet

C = Candidate
E = Endangered
CH = Critical Habitat (at KFU)
SOC = Species of Concern
T = Threatened

Genus
Trifolium
Verbascum
Veronica
Veronica
Veronica
VulpiaWahlenbergia
Youngia
ZingiberSpecies

Hawaiian/Common Name
white clover
common mulleincorn speedwell
trailing or common speedwell
thyme-leaved speedwellbrome fescue
no common nameoriental hawksbeard
shampoo ginger, ‘awapuhi-kua hiwi

3X3 CODETriRepRep
VerThaVerArv
VerPleVerSer
VulBroWahGra
YouJap
ZinZerHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

AspFraIns
BidCam
CarWahChaOloCleLinClePyr
CyaHamCar
CyaMar
CyaPlaCyaSti
CyrMenCysDouDieEre
FluNeoFraChiSan
HupManMelHaw
NerOva
NotBrePhyFloPhyStaPhyVel
PhyVesPhySanPleHaw
PorSclPriAffPriSchRanHaw

3x3 Code

Asplenium
BidensCarex
Chamaesyce
Clermontia
Clermontia
CyaneaCyaneaCyaneaCyaneaCyrtandra
Cystopteris
Diellia
Flueggea
Fragaria
Huperzia
Melicope
Neraudia
Nothocestrum
Phyllostegia
Phyllostegia
Phyllostegia
Phyllostegia
Phytolacca
Pleomele
Portulaca
Pritchardia
Pritchardia
Ranunculus

Genus
fragilecampylotheca
wahuensis
olowaluana
lindseyana
pyrularia
hamatifloramarksii
platyphylla
stictophyllamenziesii
douglasii
erectaneowawraea
chiloensis
manniihawaiensis
ovata
breviflorum
floribunda
stachyoides
velutina
vestitasandwicensis
hawaiiensis
sclerocarpa
affinisschattaueri
hawaiensis

Species

Phlegmarius mannii

Syn

Table A-3. Native Species for Repatriation at Kona Forest Unit.

E
MIXD
MIXD
SOC
E
E
E
SOC
E
E
SOC
SOC
E
E
SOC
E
NS
E
E
C
SOC
E
R
R
NS
E
E
E
C

Statusx

IntroAppendix A: Species Lists

x, o
o

o
x

x, o
x, o
x, o
o?
o
o, x

o?
x, o?
x?

x

x?
x
x

x?

x

Repatriation Augment

o
x
o

o

o

Not
Recorded

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-25

A-26

Ranunculus
Rubus
Sanicula
SicyosSicyosSileneSisyrinchium
Stenogyne
Stenogyne
Streblus
Trematolobelia
Zanthoxylum

RanMauRubMacSanSanSicCucSicMacSilHaw
SisAcr
SteMacSteScr
StrPenTreGra
ZanDipDip

Species

Syn
C
SOC
SOC
NS
C
T
SOC
SOC
SOC
R
SOC
SOC

Status

C= Candidate
E = Endangered
SOC = Species of Concern
R = Raremauiensis
macraeisandwicensis
cucumerinus
macrophyllus
hawaiiensis
acremacrantha
scrophularioides
pendulinus
grandifolia
dipetalum

X = Keali‘i Bio, PEP Hawai‘i Island
O=Linda Pratt, USGSY = Jim Jacobi, USGS

LegendGenus

3x3 Code

o
o
x

x

o

x
x, o?
o?

x, o

x, o
o?

Repatriation Augment

T = Threatened
NS = No Status

Intro

x

o?, x

Not
Recorded

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix A: Species Lists

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table A-4. Hakalau and Kona Forest Unit NWR Priority Alien (Nonnative) Plants/Weeds.
The priority target species were selected on the basis of invasiveness at Hakalau Forest NWR and/or
similar habitats in other parts of the State. Additional species are likely to be added to this list in the
future.
Highest Priority
Rubus argutus (prickly Florida blackberry)*
Tibouchina herbacea (cane tibouchina)* +Passiflora mollissima (banana poka)* +Ulex europaeus (gorse)*
Ilex aquifolium (English holly)*
Photenia davidiana*
Pennisetum clandestinum (kikuyu grass)* +Miconia calvescens (velvet tree, bush currant)
Rubus ellipticus (Himalayan raspberry)
Myrica faya (firetree)
Pennisetum setaceum (fountain grass)
Intermediate Priority
Ehrharta stipoides (meadow ricegrass)* +Psidium cattleianum (strawberry guava)* +Psidium guajava (guava)+
Delairea odorata (German ivy)+ *Clidemia hirta (Koster’s curse)+
Juncus effuses (soft rush)*
Tibouchina urvilleana (glory-bush)
Schinus terebinthifolius (Christmas berry)+
Setaria palmifolia (palm grass)
Heychium gardenerianum (kahili ginger)
Spathodea campanulata (African tulip)
Cryptomeria japonica (sugi pine)*
Lower Priority
Verbascum thapsus (mullein)* +Cirsium vulgare (bull thistle)*
Passiflora ligularis (sweet granadilla, grenadia)+
Andropogon virginicus (broom sedge)*

Appendix A. Species Lists

A-27

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Below 2,000 ft abutting Kona Forest Unit - Invasive Species of concern
Albizia spp.
Syzygium jambos (rose apple)
Grevilla robusta (silky oak)Legend+ species known to occur on Kona Forest Unit
* species known to occur on Hakalau Forest Unit or within Piha State GMA

A-28

Appendix A. Species Lists

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table A-5. Animals (Both Native and Nonnative) Found at Hakalau Forest NWR.
Species

BIRDS
Hemignathus munroi
Loxops c. coccineus
Oreomystis mana
Psittirostra psittacea
Hemignathus v. virens
Himatione sanguinea
Vestiaria coccinea
Chasiempis sandwichensis
Myadestes obscurus
Corvus hawaiiensis
Asio flammeus sandwichensis
Buteo solitarius
Anas wyvilliana
Branta sandvicensis
Fulica alai
Carpodacus mexicanus
Lonchura punctulata
Passer domesticus
Padda oryzivora
Leiothrix lutea
Garrulax canorus
Acridotheres tristis
Zosterops japonicus
Cettia diphone
Cardinalis cardinalis
Mimus polyglottos
Lonchura malabarica
Sicalis flabeola
Alauda arvensis
Meleagris gallopavo
Francolinus erckelii
Callipepla californica
Phasianus colchicus

Appendix A. Species Lists

Common Name‘akiapōlā‘au
Hawai‘i ‘ākepa
Hawai‘i creeper‘ō‘ūHawai‘i ‘amakihi‘apapane‘i‘iwi
Hawai‘i ‘elepaio‘ōma‘o‘alalā
pueo
Hawaiian hawk, ‘io
Hawaiian duck, koloa maoli
Hawaiian goose, nēnē
Hawaiian coot, ‘alaeke‘oke‘ohouse finch
nutmeg mannikin
house sparrow
Java sparrow
red-billed leiothrix
melodius laughing thrush
common myna
Japanese white-eye
Japanese bush-warbler
northern cardinal
northern mocking bird
African silverbill
saffron finch
skylark
turkeyErckel’s francolin
California quailring-necked pheasantCategoryFound atHakalau
ForestUnit

Foundat Kona
Forest
Unit

E
E
E
E
En
En
En
En
En
E
En
E
E
E

Y
Y
Y
?
Y
Y
Y
Y
Y
N
Y
Y
Y
Y

Y
Y
Y
N
Y
Y
Y
Y
N
Y
Y
Y
N
N

E
X
X
X

Y
Y
Y
Y

X
X
X
X
X
X
X
X
X
X
X
X
X
X

Y
Y
Y
Y
Y
Y

N
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
?
Y
?
Y
Y
?
?

Y
Y
Y
Y
Y
Y

A-29

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Species

Lophura leucomelana
Alectoris chukar
Columba livia
Geopelia striata
Strepteopelia chinensis
Pluvialis squatarola
Coturnix japonica
Serinus mozambicus
Pluvialis fulva
Arenaria interpres
Calidris alba
Gallinago stenura
Tyto alba
MAMMALS

Common Namekalij pheasant
Chukarrock dovespotted dovezebra dove
black-bellied plover
Japanese quailyellow fronted canary
Pacific golden plover, kōlea
ruddy turnstone, ‘akekeke
sanderling, huna kai
pin-tailed snipebarn owl

Category

X
X
X
X
X
I
X
X
I
I
I
I
X

Found atHakalau
Forest
Unit
Y
Y
Y
Y

Found
at Kona
Forest
Unit
Y

Y
Y
Y
Y

?
?
?
N

Y

Y

Hawaiian hoary bat,Lasiurus cinereus semotus‘ōpe‘ape‘aE
Y
Herpestes auropuntatus
Indian mongooseXY
Sus scrofa
pig
XY
Bos taurus
cattleX
Y
Canis familiaris
dog
XY
Felis catuscat
XY
Mus domesticus
house mouse
X
Y
Rattus rattus
black rat
X
Y
Rattus norvegicus
Norwegian rat
XY
Rattus exulans
Polynesian rat
XY
Ovis aries
sheep
X
N
Ovis musimon
mouflonX
N
Capra hircus
goat
XN
Equus caballus
horse
X
N
Equus asinus
donkeyX
N
INVERTEBRATESTable 4-5 in Chapter 4 also has a table listing additional arthropods occurring at both units
Drosophila
picture-wing flies
E
Coleotichus blackburniae
koa bug
En
Y
Succinea cf. cepullamolluskEn
Y
Tornatellides sp.
molluskEn
Y
Culex quinquefasciatus
southern house mosquito
X
Y

A-30

Y
Y

Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
?
Y
Y

Y (CH)Y

Appendix A. Species Lists

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Species

Vespula pensylvanica
Sophonia rufofascia
Cardiocondyla wroughtoni
Paratrechina bourbonica
Solenopsis papuana
Tetramorium bicarinathum

LegendEn = Endemic
E = Endangered
X = Exotic (nonnative)
I = Indigenous

Appendix A. Species Lists

Common Name

western yellowjacket wasp
two-spotted leafhopper
ant
ant
ant
ant

Category

X
X
X
X
X
X

Found atHakalau
Forest
Unit
Y

Found
at Kona
Forest
Unit
Y
Y
Y
Y
Y
Y

CH = Critical Habitat

A-31

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A-32

Appendix A. Species Lists

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix B. Appropriate Uses and Compatibility Determinations
Appropriate Use Findings
Under the Appropriate Refuge Uses Policy, 603 FW 1 (2006), refuge managers are directed todetermine if a new or existing public use is an appropriate refuge use. If an existing use is not
appropriate, the refuge manager is directed to modify the use to make it appropriate or terminate it, as
expeditiously as practicable. If a new use is not appropriate, the refuge manager will deny the use
without determining compatibility. If a use is determined to be appropriate, then a compatibility
determination should be developed to determine whether the use can be allowed. For purposes of thisCCP an “appropriate use” must meet at least one of the following three conditions:The use is one of six wildlife-dependent recreational uses identified in the Improvement Act;The use involves the take of fish and wildlife under State/Territorial regulations; andThe use has been found to be appropriate as specified in section 1.11 of the policy anddocumented on Service Form 3-2319.

During the CCP process the Refuge manager evaluated all existing and proposed nonpriority
wildlife-dependent refuge uses at Hakalau Forest NWR using the following guidelines and criteria as
outlined in the policy:











Do we have jurisdiction over the use?
Does the use comply with applicable laws and regulations (Federal, State, and local)?
Is the use consistent with applicable Executive orders and Department and Service policies?
Is the use consistent with public safety?
Is the use consistent with goals and objectives in an approved management plan or otherdocument?
Has an earlier documented analysis not denied the use, or is this the first time the use has been
proposed?
Is the use manageable within available budget and staff?
Will this be manageable in the future within existing resources?
Does the use contribute to the public’s understanding and appreciation of the Refuge’s natural
or cultural resources, or is the use beneficial to the Refuge’s natural or cultural resources?
Can the use be accommodated without impairing existing wildlife-dependent recreational uses
or reducing the potential to provide quality, compatible, wildlife-dependent recreation into the
future?

Using this process and these criteria, and as documented on the following pages, the Refuge manager
determined the following refuge uses were appropriate, and directed that compatibility
determinations be completed for each use.
Refuge Use – Hakalau Forest NWR
Commercial Photography, Video, Filming or Audio Recording
Commercial Tour Operation/Conservation and Education Group
VisitsResearch, Scientific Collecting, and Surveys
University of Hawai‘i Field Station
Appendix B: Appropriate Uses and Compatibility Determinations

Appropriate
yes
yes
yes
yes
B-1

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

B-2

Appendix B: Appropriate Uses and Compatibility Determinations

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appropriate Uses Justification, Attachment 1
Date:

September 21, 2010

Refuge:Hakalau Forest National Wildlife Refuge (NWR)

Project:

Commercial Photography, Videography, Filming, or Audio Recording

Summary: The Refuge allows a small number of commercial photographers and videographers, ona case-by-case basis, access to Hakalau Forest NWR to obtain still images and video or film tosupport environmental education for the general public. Commercial photographers andvideographers are regulated through Special Use Permitting and permit conditions that are strict andprotective of resident wildlife and habitats. The benefit to the Refuge comes with the increased
exposure to the public of images and film that may result in an increased appreciation for the rare
species found on the Refuge. Credit must be given to the Service as the source for access to Hakalau
Forest NWR as a permit condition, and further requirements for sharing images and digital film
media obtained for Service educational purposes are included as permit conditions.
The State of Hawai‘i DLNR was invited on two occasions to participate on core planning teams, but
declined due to insufficient staffing. However, as this Appropriate Use Justification does not propose
a significant deviation from the status quo, and no comments on this topic were received from theState during the comment period, we believe additional coordination was not necessary.
For each of the findings listed on FWS Form 3-2319, a justification has been provided below:
a. Do we have jurisdiction over the use?
The permitted activities take place within Refuge boundaries in clearly specified limited areas. The
Refuge has jurisdiction over those visits that are sited within Refuge boundaries.
b. Does the use comply with applicable laws and regulations (Federal, State, tribal, and local)?
All permitted activities comply with applicable laws and regulations and any restrictions or
qualifications that are required to comply with law and regulations are specified in the SUP.
c. Is the use consistent with applicable Executive orders and Department and Service policies?
Through Refuge staff review and monitoring of the proposed activity, review of permittee proposals
and letters of request on corporate letterheads, and a case-by-case review process, a limited capacity
for commercial usage is maintained. The Refuge ensures that all visits are consistent with applicablepolicies through SUP conditions. No fees beyond permit application fees are presently charged.
d. Is the use consistent with public safety?
Through individual permit review, the Refuge will ensure that each permittee’s activities are
consistent with public safety. If necessary, additional stipulations to ensure public safety will be
included in the permittee’s SUP. Permittees will be provided clear information on Refugeboundaries to further ensure their safety and protect the property rights of neighboring landowners.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plane. Is the use consistent with goals and objectives in an approved management plan or otherdocument?
Requests to film or photograph in the Refuge are approved in instances where the expected products
may contribute to public appreciation and support for Refuge resources and appreciation of natural
resources in support of the Refuge System mission. Special Use Permit special conditions have been
crafted to assure minimal to no impacts to Refuge resources.
f. Has an earlier documented analysis not denied the use or is this the first time the use has
been proposed?
This use has been requested and approved in the past and a documented analysis was conductedduring the Compatibility Determination process.
g. Is the use manageable within available budget and staff?
The Refuge permits only a few visits per year for this activity and it is currently manageable withavailable budget and staff.
h. Will this be manageable in the future within existing resources?
The proposed activity at current threshold levels for use would be manageable in the future withexisting staff resources (see above).
i. Does the use contribute to the public’s understanding and appreciation of the refuge’s
natural or cultural resources, or is the use beneficial to the refuge’s natural or cultural
resources?
The proposed use is beneficial to the Refuge’s natural and cultural resources because exposure of thegeneral public to professionally produced images and film footage depicting resident wildlife andplant life in their natural protected environment should result in greater appreciation for Refuge
purposes and our agency mission. Because most of the Refuge has not been opened to the public,
dissemination of information by professional photographers and videographers is a positive outcome
for the Refuge, and an acceptable trade off for limited access to a small number of commercial
entities.
j. Can the use be accommodated without impairing existing wildlife-dependent recreational
uses or reducing the potential to provide quality, compatible, wildlife-dependent recreation into
the future?
The Refuge will ensure that the commercial filming and photography activities will not impair
existing or future wildlife-dependent recreational use of the Refuge through proper monitoring andoversight of permittees and review of their products.

Appendix B: Appropriate Uses and Compatibility Determinations

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Comprehensive Conservation Plan

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appropriate Uses Justification, Attachment 1
Date:

September 21, 2010

Refuge:Hakalau Forest National Wildlife Refuge (NWR)

Project:

Commercial Tour Operation/Conservation and Education Group Visits

Summary: The Refuge operates in partnership with a small number of commercial tour operators toprovide limited access and environmental education to the general public through guided tours on
Refuge lands. Tour operators are regulated through Special Use Permitting and permit conditions
protective of resident wildlife and habitats. The benefit to the Refuge comes with the access andeducational experience made possible through collaboration with these operators. Refuge staffing
levels are not sufficient to provide ongoing public education experiences with rare exceptions.
Currently no fees are charged for this access.
The State of Hawai‘i DLNR was invited on two occasions to participate on core planning teams, but
declined due to insufficient staffing. However, as this Appropriate Use Justification does not propose
a significant deviation from the status quo, and no comments on this topic were received from theState during the comment period, we believe additional coordination was not necessary.
For each of the findings listed on FWS Form 3-2319, a justification has been provided below:
a. Do we have jurisdiction over the use?
The proposed activities would take place within Refuge boundaries in clearly specified limited areas.
The Refuge has jurisdiction over those visits that are sited within Refuge boundaries.
b. Does the use comply with applicable laws and regulations (Federal, State, tribal, and local)?
All permitted activities comply with applicable laws and regulations and any restrictions or
qualifications that are required to comply with law and regulations are specified in the SUP.
c. Is the use consistent with applicable Executive orders and Department and Service policies?
Through staff monitoring of the proposed program, review of permittee reports, and a predeterminedannual carrying capacity for visitors, the Refuge would ensure that they are consistent withapplicable policies.
d. Is the use consistent with public safety?
Through individual permit review, the Refuge will ensure that each guide’s activities are consistent
with public safety. If necessary, additional stipulations to ensure public safety will be included in thepermitte’s SUP. Permittees will be provided clear information on Refuge boundaries to further
ensure their safety and protect the property rights of neighboring landowners.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plane. Is the use consistent with goals and objectives in an approved management plan or otherdocument?
Public use activities are approved in instances where they can provide meaningful experiences that
contribute to public support for Refuge management and public appreciation of natural resources.
This activity will help the Refuge meet its objectives in goal seven. Special Use Permit special
conditions have been crafted to assure minimal to no impacts to Refuge resources.
f. Has an earlier documented analysis not denied the use or is this the first time the use has
been proposed?
This use has been requested and approved in the past and a documented analysis was conductedduring the Compatibility Determination process.
g. Is the use manageable within available budget and staff?
The Refuge permits a maximum of 12 SUPs at 100 visitors per year for this activity and it iscurrently manageable with available budget and staff.
h. Will this be manageable in the future within existing resources?
The proposed activity at current threshold levels for use would be manageable in the future withexisting staff resources (see above).
i. Does the use contribute to the public’s understanding and appreciation of the refuge’s
natural or cultural resources, or is the use beneficial to the refuge’s natural or cultural
resources?
The proposed use is beneficial to the Refuge’s natural and cultural resources because enhanced
exposure with trained, experienced guides results in greater appreciation for Refuge purposes and ouragency mission by contributing to public understanding and appreciation of natural and/or cultural
resources.
j. Can the use be accommodated without impairing existing wildlife-dependent recreational
uses or reducing the potential to provide quality (see section 1.6D, 603 FW 1, for description),compatible, wildlife-dependent recreation into the future?
The Refuge will ensure that the guided commercial activities will not impair existing or future
wildlife-dependent recreational use of the Refuge during ongoing annual permit reviews, prior toissuing a SUP for subsequent years.

Appendix B: Appropriate Uses and Compatibility Determinations

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Comprehensive Conservation Plan

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appropriate Uses Justification, Attachment 1
Date:

September 21, 2010

Refuge:Hakalau Forest National Wildlife Refuge (NWR)

Project:

Research, Scientific Collecting, and Surveys1

Summary: The Service defines these uses as: Research: Planned, organized, and systematic investigation of a scientific nature; Scientific collecting: Gathering of refuge natural resources or cultural artifacts for scientificpurposes; and Surveys: Scientific inventory or monitoring.
The types of research vary greatly but could revolve around birds, bats, plants, insects/pollinators,
invasive species, habitat classification, restoration techniques, and cultural and historic resources.
The State of Hawai‘i DLNR was invited on two occasions to participate on core planning teams, but
declined due to insufficient staffing. However, as this Appropriate Use Justification does not propose
a significant deviation from the status quo, and no comments on this topic were received from theState during the comment period, we believe additional coordination was not necessary.
For each of the findings listed on FWS Form 3-2319, a justification has been provided below:
a. Do we have jurisdiction over the use?
The proposed activities would take place within Refuge boundaries in clearly specified limited areas.
The Refuge has jurisdiction over those visits that are sited within Refuge boundaries.
b. Does the use comply with applicable laws and regulations (Federal, State, tribal, and local)?
All permitted activities comply with applicable laws and regulations and any restrictions or
qualifications that are required to comply with law and regulations are specified in the SUP.
c. Is the use consistent with applicable Executive orders and Department and Service policies?
Through staff monitoring of the proposed program and review of permittee reports, the Refuge would
ensure that they are consistent with applicable policies.
d. Is the use consistent with public safety?
Through individual permit review, the Refuge will ensure that each researcher’s activities are
consistent with public safety. If necessary, additional stipulations to ensure public safety will be
included in the permitte’s SUP. Permittees will be provided clear information on Refuge boundaries
to further ensure their safety and protect the property rights of neighboring landowners.

1

This does not apply to Refuge management activities conducted by the Refuge System, including the surveys
identified in this CCP’s strategies.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plane. Is the use consistent with goals and objectives in an approved management plan or otherdocument?
The primary goals of the Refuge are to (a) support recovery and perpetuation of federally listed
endangered and threatened plants and animals and prevent the listing of additional species, (b) restore
and protect high-quality habitat for native plants and animals occurring on the slopes of Mauna Kea
and Mauna Loa, (c) control nonnative pests and predators including ungulates and noxious weeds,(d) provide wildlife-dependent cultural, educational and recreational opportunities for the public, and(e) in partnership with public and private organizations, increase awareness of and appreciation for
the Refuge and the Hawaiian ecosystem. The Refuge believes that appropriate, compatible research
activities will contribute to, and are essential to accomplishing, the enhancement, protection,conservation, and management of native wildlife populations and their habitats on the Refuge.
f. Has an earlier documented analysis not denied the use or is this the first time the use has
been proposed?
This use has been requested and approved in the past and a documented analysis was conductedduring the Compatibility Determination process.
g. Is the use manageable within available budget and staff?
The Refuge permits an average of 10 SUPs for this activity (research) each year and this level iscurrently manageable with available budget and staff.
h. Will this be manageable in the future within existing resources?
The proposed activity at current threshold levels for use would be manageable in the future withexisting staff resources (see above).
i. Does the use contribute to the public’s understanding and appreciation of the Refuge’s
natural or cultural resources, or is the use beneficial to the Refuge’s natural or cultural
resources?
The Service believes that wildlife and habitat conservation and management on the Refuge should bebased upon statistically viable scientific research combined with long-term monitoring. The
information gained through appropriate, compatible research on Refuge lands will be beneficial to
the Refuge’s natural resources through application of this information into adaptive management
strategies. The Refuge will also distribute any information gained to the public, which will allow
them to better understand and appreciate the Refuge resources and the need for protecting them.
j. Can the use be accommodated without impairing existing wildlife-dependent recreational
uses or reducing the potential to provide quality (see section 1.6D, 603 FW 1, for description),compatible, wildlife-dependent recreation into the future?
The Refuge will ensure that the research activities will not impair existing or future wildlifedependent recreational use of the Refuge during ongoing annual permit reviews, prior to issuing a
SUP for subsequent years.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appropriate Uses Justification, Attachment 1
Date:

September 21, 2010

Refuge:Hakalau Forest National Wildlife Refuge (NWR)

Project:

University of Hawai‘i Field Station

Summary: The UH operates a biological field station located on the Hakalau Forest NWR
Administrative Site. Operation of the field station is described in a Memorandum of Agreement(MOA), dated October 29, 1985 (Contract No. 14-48-0001-95500) between the Service and UH. The
field station is used to house and support UH faculty, students, and visiting scientists conducting
research supporting the conservation and restoration of native species and habitats at Hakalau Forest
NWR.
The State of Hawai‘i DLNR was invited on two occasions to participate on core planning teams, but
declined due to insufficient staffing. However, as this Appropriate Use Justification does not propose
a significant deviation from the status quo, and no comments on this topic were received from theState during the comment period, we believe additional coordination was not necessary.
For each of the findings listed on FWS Form 3-2319, a justification has been provided below:
a. Do we have jurisdiction over the use?
The proposed activities would take place within Refuge boundaries in clearly specified limited areas.
The Refuge has jurisdiction over those visits that are sited within Refuge boundaries.
b. Does the use comply with applicable laws and regulations (Federal, State, tribal, and local)?
All permitted activities comply with applicable laws and regulations and any restrictions or
qualifications that are required to comply with law and regulations are specified in the SUP.
c. Is the use consistent with applicable Executive orders and Department and Service policies?
Through staff monitoring of the proposed program and review of permittee reports, the Refuge would
ensure that they are consistent with applicable policies.
d. Is the use consistent with public safety?
Through individual permit review, the Refuge will ensure that activities are consistent with public
safety. If necessary, additional stipulations to ensure public safety will be included in the permittee’s
SUP. Permittees will be provided clear information on Refuge boundaries to further ensure theirsafety and protect the property rights of neighboring landowners.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plane. Is the use consistent with goals and objectives in an approved management plan or otherdocument?
The primary goals of the Refuge are to (a) support recovery and perpetuation of federally listed
endangered and threatened plants and animals; and prevent the listing of additional species,(b) restore and protect high quality habitat for native plants and animals occurring on the slopes of
Mauna Kea and Mauna Loa, (c) control nonnative pests and predators including ungulates andnoxious weeds, (d) provide wildlife-dependent cultural, educational, and recreational opportunities
for the public, and (e) in partnership with public and private organizations, increase awareness of andappreciation for the Refuge and the Hawaiian ecosystem. The Refuge believes that the University of
Hawai‘i Field Station is appropriate and compatible with the Refuge goals. The research activities
will contribute to and are essential to accomplishing the enhancement, protection, conservation, andmanagement of native wildlife populations and their habitats on the Refuge.
f. Has an earlier documented analysis not denied the use or is this the first time the use has
been proposed?
This use has been requested and approved in the past and a documented analysis was conductedduring the Compatibility Determination process.
g. Is the use manageable within available budget and staff?
The use is currently manageable with available budget and staff.
h. Will this be manageable in the future within existing resources?
The proposed activity at current threshold levels for use would be manageable in the future withexisting staff resources.
i. Does the use contribute to the public’s understanding and appreciation of the Refuge’s
natural or cultural resources, or is the use beneficial to the Refuge’s natural or cultural
resources?
The Service believes that wildlife and habitat conservation and management on the Refuge should bebased upon statistically viable scientific research combined with long-term monitoring. The
information gained through appropriate, compatible research on Refuge lands will be beneficial to
the Refuge’s natural resources through application of this information into adaptive management
strategies. The University of Hawai‘i Field Station provides a suitable base to conduct research thatwill contribute to the public’s understanding and appreciation of the Refuge’s natural or cultural
resources. The Refuge will also distribute any information gained to the public, which will allow
them to better understand and appreciate the Refuge resources and the need for protecting them.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

j. Can the use be accommodated without impairing existing wildlife-dependent recreational
uses or reducing the potential to provide quality (see section 1.6D, 603 FW 1, for description),compatible, wildlife-dependent recreation into the future?
The Refuge will ensure that the research activities conducted from the Research Station will not
impair existing or future wildlife-dependent recreational use of the Refuge during ongoing annual
Memorandum of Agreement (MOA) reviews, prior to issuing a SUP for research activities.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Compatibility Determinations
The Compatibility Determinations (CDs) developed during the CCP planning process evaluate uses
as projected to occur under the CCP for Hakalau Forest NWR. The evaluation of funds needed for
management and implementation of each use also assumes implementation as described in the CCP.

A. Uses Evaluated at this TimeThe following section includes full CDs for all Refuge uses that are required to be evaluated at thistime. According to Service policy, CDs will be completed for all uses proposed under a CCP.
Existing wildlife-dependent recreational uses must also be re-evaluated and new CDs prepared
during development of a CCP. According to the Service’s compatibility policy, uses other thanwildlife-dependent recreational uses are not explicitly required to be re-evaluated in concert withpreparation of a CCP, unless conditions of the use have changed or unless significant new
information relative to the use and its effects have become available or the existing CDs are morethan 10 years old. However, the Service planning policy recommends preparing CDs for all
individual uses, specific use programs, or groups of related uses associated with the proposed action.
Accordingly, the following CDs are included in this document:
Refuge Use

Compatible

Public Recreational Hunting
Wildlife Observation and Photography
Commercial Photography, Videography, Filmingor Audio Recording
Commercial Tour Operation/Conservation and
Education Group Visits
Research, Scientific Collecting, and Surveys
University of Hawai‘i Field Station

no
yes
yes

Year Due forRe-evaluation
N/A
2025
2020

yes

2020

yes
yes

2020
2020

B. Compatibility - Legal and Historical Context
Compatibility is a tool refuge managers use to ensure that recreational and other uses do not interferewith wildlife conservation, the primary focus of refuges. Compatibility is not new to the Refuge
System and dates back to 1918 as a concept. As policy, it has been used since 1962. The Refuge
Recreation Act of 1962 directed the Secretary of the Interior to allow only those public uses of refuge
lands that were “compatible with the primary purposes for which the area was established.”
Legally, refuges are closed to all public uses until officially opened through a CD. Regulations
require that adequate funds be available for administration and protection of refuges before opening
them to any public uses. However, wildlife-dependent recreational uses (hunting, fishing, wildlife
observation and photography, and environmental education and interpretation) are to receive
enhanced consideration and cannot be rejected simply for lack of funding resources unless the refuge
has made a concerted effort to seek out funds from all potential partners. Once found compatible,
wildlife-dependent recreational uses are deemed the priority public uses at the refuge. If a proposed

Appendix B. Appropriate Uses and Compatibility Determinations

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use is found not compatible, the refuge manager is legally precluded from approving it. Economic
uses that are conducted by or authorized by the refuge also require CDs.
Under compatibility policy, uses are defined as recreational, economic/commercial, or management
use of a refuge by the public or a non-Refuge System entity. Uses generally providing an economic
return (even if conducted for the purposes of habitat management) are also subject to CDs. The
Service does not prepare CDs for uses when the Service does not have jurisdiction. For example, theService may have limited jurisdiction over refuge areas where property rights are vested by others,
where legally binding agreements exist, or where there are treaty rights held by tribes. In addition,
aircraft overflights, emergency actions, some activities on navigable waters, and activities by other
Federal agencies on “overlay refuges” are exempt from the compatibility review process.
New compatibility regulations, required by the Improvement Act, were adopted by the Service in
October 2000 (http://Refuges.fws.gov/policymakers/nwrpolicies.html). The regulations require that a
use must be compatible with both the Refuge System mission and the purpose(s) of the individualrefuge. This standard helps to ensure consistency in application across the Refuge System. The Act
also requires that CDs be in writing and that the public have an opportunity to comment on most use
evaluations.
The Refuge System mission emphasizes that the needs of fish, wildlife, and plants must be ofprimary consideration. The Improvement Act defined a compatible use as one that “. . .in the soundprofessional judgment of the Director, will not materially interfere with or detract from thefulfillment of the mission of the System or the purposes of the Refuge.” Sound professional judgment
is defined under the Improvement Act as “. . .a finding, determination, or decision, that is consistent
with principles of sound fish and wildlife management and administration, available science andresources. . .” Compatibility for priority wildlife-dependent uses may depend on the level or extent ofa use.
Court interpretations of the compatibility standard have found that compatibility is a biologicalstandard and cannot be used to balance or weigh economic, political, or recreational interests against
the primary purpose(s) of the refuge.
The Service recognizes that CDs are complex. For this reason, refuge managers are required toconsider “principles of sound fish and wildlife management” and “best available science” in making
these determinations. Evaluations of the existing uses at Hakalau Forest NWR are based on theprofessional judgment of refuge and planning personnel including observations of refuge uses andreviews of appropriate scientific literature.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Use:

Public Recreational Hunting

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (the Service) to manage eachrefuge to fulfill the Refuge System mission, to maintain and, where appropriate, restore the refuge’s
ecological integrity, and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):Hakalau Forest NWR reviewed and evaluated the compatibility of the public recreational hunting
program. The Maulua tract of Hakalau Forest NWR was opened to the public for pig hunting under aSport Hunting Plan approved February 14, 1991. The 2,000 acre Maulua Tract of Hakalau Forest
NWR was opened to the public on February 1, 1992. Hunters were allowed to take pigs on State
holidays and during the first three weekends of each month. For safety reasons, the maximum
number of reservations accepted for any hunt day was 12. State game mammal hunting regulations
applied, with the exception that there was no limit on the number of pigs that could be taken. Dogs

Appendix B. Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

were not permitted in Maulua Tract. Access for hunting was provided by reservation only throughgates along Keanokolu Road.
On July 1, 1993, the Sport Hunting Plan, was modified to allow pig hunters to access the lower
portion of the Lower Maulua Tract. Hunters could access the lower Maulua Tract through either the
Pīhā State Game Management Area (Hilo Forest Reserve) or the Laupāhoehoe State Natural Area
Reserve. Dogs could be used and the bag limit for each hunter was two pigs. No reservations wererequired.
On November 18, 1995, with the completion of a fence around the 2,000 acre Upper Maulua Tract ofHakalau Forest NWR, the Service allowed pig hunters to use dogs.
The Upper Maulua Tract was closed to public hunting in 2000 as the pig population was reduced to
low numbers that did not provide an acceptable public hunting experience.
Hunting was previously considered useful as an initial means to begin reduction of ungulate
numbers. This was seen as a step toward the ultimate goal of ungulate eradication and habitat
restoration. The levels of hunting use, based on 6 consecutive years of public hunting in the upper
Maulua Unit, averaged 80 hunter days per year. Access to Middle and Lower Maulua units for public
hunting was permitted through State lands (east boundary) on June 17, 1993, with no administrative
controls (reservations, law enforcement patrols, etc.) required; therefore, no data is available.
Over time, the desired management effect was achieved on eight ungulate management units.
Portions of the Refuge, including areas where populations of rare birds and plants are highest, areclosed to the public. No requests for approval to hunt on Hakalau Forest NWR have occurred since
2000.
Public recreational hunting for games birds was never allowed at the Refuge since the flight path ofthe endangered nēnē and wild turkey (game bird) overlap.
The Kona Forest Unit has never been opened to the public.
Availability of Resources:
Current staffing levels do not allow for administration and oversight of a public hunting program at
the Refuge. Management of a quality public recreation hunt program at Hakalau Forest NWR would
require full-time law enforcement staff oversight, with regular law enforcement presence on the
Refuge to ensure a safe, quality program that does not adversely impact sensitive plant and animal
species and to prevent user conflicts. In addition, the purpose of the Refuge is in direct conflict withkeeping ungulate numbers at a level that would provide a quality public recreation hunt program.
Anticipated Impacts of the Use(s):Recreational public pig hunting would likely have significant adverse effects on endangered,threatened, and rare species and their habitats. Hakalau Forest NWR contains habitat for 25 plant
species that are either federally endangered, species of concern, or rare. Endangered plants were first
outplanted in the Upper Maulua Tract of Hakalau Forest NWR in 2005, and the effort continues. To
date, totals of each species planted are:B-22

Appendix B. Appropriate Uses and Compatibility Determinations

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan••

Endangered lobeliads:
o Cyanea shipmanii – 543;
o Clermontia pyrularia – 1,931;
o Clermontia lindseyana – 350;
Endangered mints:o Phyllostegia racemosa – 878;o Phyllostegia velutina – 60; ando Phyllostegia brevidens – 74.

The grand total of all endangered plants outplanted in the Upper Maulua Tract is 3,836.
Subsequent use of the Upper Maulua Tract for outplanting of endangered plants and nonconsumptive
public uses such as wildlife photography and observation have increased over time. The Refuge ishome to eight federally endangered bird species, one endangered mammal species, and 16 threatened
and endangered plant species. Due to the removal of cattle and pigs from the Upper Maulua Tract,
the forest bird habitat has recovered with the reestablishment of the forest understory. Recent forest
bird surveys have indicated a population increase of common and endangered forest birds. The
Refuge and the State also reintroduced nēnē to Hakalau Forest NWR in January 1995 with theconstruction of a predator-proof enclosure fence and the release of five breeding pairs. The nēnē have
expanded to approximately 60 adults and juvenile birds that utilize the upper areas of the Refuge
including the Upper Maulua Tract.
Unlike other public use opportunities, such as wildlife photography and bird watching which occur
on identified roads and on a path to keep people from negatively impacting Refuge resources,
hunting is not an activity that has similar infrastructure in place to protect resources and guide theuser. Hunting is a pursuit of a wild animal that can go anywhere and the hunter follows. This
unguided pathway through Refuge habitats could inadvertently impact native vegetation andrestoration efforts as well as disturb habitat for native species.
Additional concerns about impact to Refuge resources are the inadvertent spread of nonnative weed
species through Refuge habitats. Given the many other hunting opportunities on the rest of theisland, it is unknown what invasive plant species seeds or other reproductive plant mediums may be
attached to clothing or equipment. Since the Refuge is adjacent to a state game management area,
hunters and their dogs pass through low elevation forest areas that contain high density nonnativeplant populations. The potential for dispersal of invasive weeds and their subsequent spread andestablishment within remote sites is a concern. The cost of controlling invasive weeds in remoteareas is high. It is easier to prevent the establishment of nonnative plants than control them after thefact. Enforcement of endangered plant protection, hunting regulations, and Refuge integrated pest
management (IPM) weed prevention programs is not possible without Refuge law enforcement
personnel.
In addition to the impacts identified, recreational public hunting will not meet the needs of the
Refuge’s ungulate control program in reducing and eradicating ungulates as ungulate numbers
decrease. Pigs are one of the major threats to listed species as well as native habitats. The Refuge
goal is total eradication of pigs in fenced units where pigs are controlled. This goal does not support
pig populations at levels that would provide recreational public hunting.

Appendix B. Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
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The Refuge determined that criteria used in previous compatibility statements and in the 1991 Sport
Hunting Decision Document were not enforceable, and circumstances on the ground have changed.
Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-maillist, and circulation of Planning Update 3. Comments were received related to public hunting andwere addressed in Appendix K.
Determination:__X_ Use is Not Compatible_____ Use is Compatible
Stipulations Necessary to Ensure Compatibility: Not applicable.
Justification:
The Service proposes to re-close the Refuge to public recreational hunting because it is notcompatible with the purposes and goals of the Refuge. Public recreational hunting will not meet thegoals of the Refuge’s ungulate control program. Reduction and ultimately eradication of ungulates isnecessary to achieve the required level of protection and eliminate disturbance to native species. The
highest priority Refuge goal of protecting endangered species and their habitats is being realized ashabitat improvements are made and native species diversity is gradually restored. Recreational
hunting is unlikely to achieve the desired goal of reducing pig populations in managed units by >70%
annually, in order to assure control objectives are achieved where more efficient methods areavailable (Hess et al.2006). Failure to maintain the highest level of pressure on pig populations andselective removal of larger pigs could result in population increases through ingress by additional
pigs that use smaller territories and reproductive response in the pig population.
The Middle and Lower Maulua Tracts are remote and have no established routes of access from offrefuge areas. The boundaries remain unmarked and unfenced. Levels of use by hunters, proper
access, invasive plant introduction and dispersal, and the impacts of recreational public hunting
within the remote areas of the Refuge would be difficult to monitor or regulate. Enforcement ofendangered plant protection, hunting regulations, and Refuge IPM weed prevention programs would
not occur within remote areas of the Refuge.
Mandatory 10- or 15-year Reevaluation Date:___________ Mandatory 15-year reevaluation date (for wildlife-dependent public uses)___________ Mandatory 10-year reevaluation date (for non wildlife-dependent public uses)

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement
X _Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision
References Cited:Hakalau Forest NWR, Sport Hunting Plan approved February 14, 1991.
Hess, Steven C, John J. Jeffrey, Donna L. Ball, and Lev Babich. Hawaii Cooperative Studies Unit,
University of Hawaii at Hilo. 2006. Efficacy of Feral Pig Removals at Hakalau Forest National
Wildlife Refuge.
State of Hawaii Department of Land and Natural Resources Division of Forestry and Wildlife. 2007.
Technical Report Number 07-01: Review of Methods and Approaches for Control of Non-native
Ungulates in Hawaii.
U.S. Fish and Wildlife Service. 1985. Refuge Manual. Washington, D.C.: U.S. Government Printing
Office.
U.S. Fish and Wildlife Service, 1996, Hakalau Forest NWR, Feral Ungulate Management Plan.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Use:

Wildlife Observation and Photography

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (Service) to manage each refuge tofulfill the Refuge System mission, to maintain and, where appropriate, restore the refuge’s ecologicalintegrity, and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):The Improvement Act defined wildlife observation and photography as wildlife-dependent public
uses. In that Act, Congress directed that such uses shall be given special consideration in planning forand management of the Refuge System when compatible. When determined compatible on a refugespecific basis, these uses are priority general public uses of that national wildlife refuge.
Self-guided wildlife observation and photography activities by the general public take place only in
the Upper Maulua Unit of the Refuge. The forested habitat in this area consists of an open and closed
koa/‘ōhi‘a tree canopy with native subcanopy and a ground cover of scattered native shrubs, ferns,

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

and nonnative grasses. Limited numbers of endangered birds and plants inhabit this tract compared toother Refuge tracts, although outplantings of several hundred endangered plants in the past several
years provide unique opportunities to view these plants. Impacts to rare plants will be minimal incomparison to the disturbance caused to the understory and ground cover by more than 150 years of
cattle grazing and pig rooting. The relatively small number of endangered birds found in this area
have likely become somewhat acclimated to the presence of humans since the Upper Maulua Unit
has been open to public use for 23 years.
Reservations are required for public wildlife observation/photography on the Upper Maulua Unit inorder to coordinate such visits with Refuge management activities. A brochure describing the Refuge
and listing permitted and prohibited activities, along with a map of the Upper Maulua Unit, isdistributed via e-mail or mail to reservation holders prior to their visit. This brochure is also available
at the Refuge Office in Hilo. Access to the Upper Maulua Unit is permitted on Saturdays, Sundays,
and holidays between sunrise and sunset. The main gate must be closed and locked after entry andexit. Visitors are required to provide their telephone number, the number of people in their group,
license plate number, and vehicle description.
Visitation to the Upper Maulua Unit varies from year to year with total visitors ranging from200-500 people. Drought conditions periodically require closure of the area, and depending on theseverity and duration of dry weather, may greatly influence cumulative visitation numbers.
Visitors to other Refuge tracts such as Pua ‘Ākala will continue to be guided and managed throughthe SUP process in order to minimize disturbance to sensitive wildlife and their habitats. A limit of
1,200 visitors per year, visiting for a few hours of bird watching under SUPs for guided tours, haslong been established for this area and has not been reached to date.
Wildlife viewing and observation is the primary visitor activity at Hakalau Forest NWR. This use, if
compatible, becomes a priority general public use, and, therefore, receives consideration in Refuge
planning and management.
Quality wildlife observation is defined by the following elements: (1) opportunities exist to view
wildlife in their habitat and in a natural setting; (2) observation opportunities promote public
understanding of Hakalau Forest NWR resources and its role in managing and protecting thoseresources; (3) observations occur in places with the least amount of disturbance to wildlife;(4) facilities are safe, fully accessible, and available to a broad spectrum of the public; (5) viewing
opportunities are tied to interpretive and educational opportunities; and (6) observers have minimal
conflict with other visitors or Refuge operations (http://www.fws.gov/policy/605fw4.html).
Information about conservation of natural resources and habitat restoration will be shared with thevisitors to educate and reduce the impact visitors have on the Refuge. The assistance of the Friendsof Hakalau Forest NWR, a nonprofit support organization for the Refuge, is expected to increaseover time with special emphasis on public use and environmental education and interpretation issues.
Opportunities for enhanced wildlife observation and photography are limited at the Upper Maulua
Unit, but will increase through the development and maintenance of trails and parking area. Wildlife
viewing opportunities may be provided for more members of the general public in the future. The 1.2
million tourists who visit Hawai‘i Island annually generally visit far more easily accessible places.
The Kona Forest Unit has never been opened to the public.
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Availability of Resources:
The Refuge has sufficient staff time and other resources to allow this use at the current levels.
Currently the Refuge has a Deputy Refuge Manager to administer and monitor the activities, and a
Maintenance Supervisor and crew of two maintenance workers to maintain public facilities andaccess points.
Category and Itemization
Administration and Management

One-time ($)
No fees charged

Annual ($/yr)$7,600

The above annual cost reflects the cost to manage the program and prevent impacts to natural
resources. Estimated costs were calculated using 2 percent of the base cost of a GS-12 Deputy
Refuge Manager, 1 percent of the GS-13 Refuge Manager, 2 percent of the GS-12 Wildlife Biologist,
2 percent of the GS-9 Administrative, and 2 percent of the WS-4 Maintenance Supervisor’s staff
time, the “portion of the year” each position would use to administer and coordinate wildlife
observation and photography activities on the Refuge.
Anticipated Impacts of the Use(s):The Refuge wildlife-dependent uses being evaluated (wildlife observation and photography) will
impose minimal negative impacts on specific physical resources such as trails and on natural
resources such as wildlife and vegetation.
Wildlife Observation:
Physical and habitat alteration: The impact of these activities depends upon the size of the group(typically a single car or SUV at one time in Upper Maulua), the season of use, the location within
the Upper Maulua Unit and the duration of the activity. The construction and maintenance of visitor
use facilities (i.e., trail, parking lot) would have some effect on soils, vegetation, and possiblyhydrology in specific areas. This could potentially increase erosion and cause localized soil
compaction (Liddle 1975), reduced seed emergence (Cole and Landres1995), alteration of vegetative
structure and composition, and sediment loading (Cole and Marion 1988).
Human disturbance - general: The presence of people observing or photographing wildlife will also
cause some impact to wildlife. Numerous studies have confirmed that people on foot can cause avariety of disturbance reactions in wildlife, including flushing or displacement (Erwin 1989; Fraser etal. 1985; Freddy 1986), heart rate increases (MacArthur et al. 1982), altered foraging patterns(Burger and Gochfeld, 1991), and even, in some cases, diminished reproductive success (Boyle andSamson 1985). These studies and others have shown that the severity of the effects depends upon the
distance to the disturbance and its duration, frequency, predictability, and visibility to wildlife(Knight and Cole 1991). The variables found to have the greatest influence on wildlife behavior are(a) the distance from the animal to the disturbance and (b) the duration of the disturbance. Animals
show greater flight response to humans moving unpredictably than to humans following a distinct
path (Gabrielsen and Smith 1995). Short-term and immediate responses to disturbance are fairly
simple to document. A question that has received less research attention is whether these short-term
responses, which generally require increased energetic expenditures on the part of the individual,
ultimately diminish an individual or population’s capacity to survive and breed successfully (fitness).

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Energetic demands of responding to disturbance events were measured by Belanger and Bedard. In
Quebec, they found that if disturbance was severe enough to cause geese to fly and not resume
feeding upon alighting, hourly energy expenditure increased by 3.4 percent; and hourly metabolizedenergy intake decreased by 2.9 - 19.4 percent. A 32 percent increase in nighttime feeding was
required to restore the energy losses incurred.
Effect of disturbance intensity: Some researchers have attempted to correlate disturbance events inwildlife to the intensity, proximity, or loudness of human disturbance. Burger, studying shorebirds onan eastern coastal refuge, found that the level of disturbance in the shorebirds increased (fewer
remained, more flew) as the total number of disturbances and the number of children, joggers, people
walking, dogs, aircraft, and boats increased, and the duration of the disturbance and distance from thedisturbance decreased.
Effect of human proximity: Other researchers have looked at the question of proximity. At what
distance do humans on foot elicit a disturbance response? From an examination of the available
studies, it appears that the distance varies dramatically from species to species. Burger and Gochfeld(1991) found that sanderlings foraged less during the day and more during the night as the number ofpeople within 109 yards increased. Elk in Yellowstone National Park were disturbed when people
were at average distances of 626 yards (Cassirer, 1990). These elk temporarily left the drainage andtheir home range core areas and moved to higher elevations, steeper slopes, and closer to forested
areas. Average return time to the drainage was 2 days. Erwin studied colonial wading and seabirds in
Virginia and North Carolina. Mixed colonies of common terns-black skimmers responded at thegreatest distances, with respective means of 155 and 142 yards; mixed wading bird species weremore reluctant to flush (33-55 yards average). There were few statistically significant relationships
between flushing distance and colony size. Similarly, there were few differences between responses
during incubation compared to post-hatching periods.
An analysis of over 4,000 human activity events near bald eagle nests in Central Arizona (Grubb andKing 1991) found distance to disturbance to be the most important classifier of bald eagle response,
followed in decreasing order of discriminatory value by duration of disturbance, visibility, number ofunits per event, position relative to affected eagle, and sound.
Breeding bald eagles in north-central Minnesota (Fraser et al. 1985) flushed at an average distance of
520 yards at the approach of a pedestrian. A multiple regression model including number of previous
disturbances and date and time of day explained 82 percent of the variability in flush distance andpredicted a maximum flush distance at the first disturbance of 550 yards (SE=131). Skagen (1980),
also studying bald eagles in northwest Washington, found a statistically significant decrease in the
proportion of eagles feeding when human activity was present within 200 yards of the feeding area inthe previous 30 minutes. A statistically significant between-season variation occurred in the use of
feeding areas relative to human presence, which correlated with food availability. Eagles appeared
more tolerant of human activity in the season of low food availability.
In a review of several studies of the reaction of waterfowl and other wetland birds to people on foot,distances greater than 109 yards in general did not result in a behavioral response (DeLong 2002).

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Wildlife Photography:
Wildlife photography is likely more disturbing, per instance, than wildlife observation. Klein (1993)
observed at Ding Darling NWR, that of all the nonconsumptive uses, photographers were the most
likely to attempt close contact with birds, and that even slow approach by photographers disrupted
waterbirds.
Dwyer and Tanner (1992) noted that wildlife habituate best to disturbance that is somewhat
predictable or “background.” Investigating 111 nests of sandhill cranes in Florida, Dwyer and Tanner
found that nesting cranes seemed to habituate to certain forms of human disturbance and nested
within 436 yards of highways, railroads, and mines; cranes also were tolerant of helicopter flyovers.
Even so, investigator visits to nests and development-induced alterations of surface water drainage
were implicated in 24 percent of the nest failures.
Minor impacts to wildlife, plants, and habitat would occur on the Refuge in the form of disturbance.
Movement and behavior patterns could be altered by the presence of visitors. Some trampling ofvegetation could occur as visitors stray to the edges of trails and access roads.
Use of the Hakalau Forest NWR increases the potential for introductions of nonnative species andinteractions (some negative) by visitors with sensitive endangered bird and/or plant habitats.
Accidental introduction of a nonnative plant species could be detrimental to the rainforest
environment.
A number of nonnative plant and wildlife species occur on Hakalau Forest NWR in general, andmany of those (e.g., pigs, mongooses, rats, numerous invasive plants and insects) have become
established on the Refuge. Refuge personnel strive to eliminate or reduce pest species. It is possiblethat invasive plants and animals could be transported onto the Refuge in vehicles or from seeds thatare trapped in clothing or vehicle wheels. Protocols for prevention of introducing invasive weeds aresupplied to all SUP holders and to visitors requesting access to Maulua.
Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-maillist, and circulation of Planning Update 3. Comments were received related to opportunities forwildlife observation and photography and addressed in Appendix K.
Determination:___

Use is Not CompatibleX

Use is Compatible with Following Stipulations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Stipulations Necessary to Ensure Compatibility:
Wildlife observation and photography may only occur in the Upper Maulua Unit area that has been
opened to the public. The two Refuge Managers, the Refuge Wildlife Biologist, and the Refuge
Maintenance Crew Leader and maintenance staff administer and monitor the activities of visiting
public.
User stipulations: Visitors will be required to access Upper Maulua Unit only at designated access points/areas,thus reducing potential for wildlife disturbance and establishment of illegal trails;
 Visitors will be required to stay on legally established trails thus limiting the amount of areaon the Refuge where impacts may take place; Use is restricted to daylight hours; and Visitors will be required to follow protocols in order to avoid introductions of nonnative
species (e.g., cleaning mud and seeds from boots, gear, and vehicles before entering theUpper Maulua Unit).
Administrative stipulations: Directional, informational, and interpretive signs will be posted and maintained to help keep
visitors on trails and help educate the public on minimizing wildlife and habitat disturbance;
 Monitoring by Refuge staff, volunteers, and partners. Refuge staff will monitor impacts towildlife, vegetation, and soil and employ adaptive management when needed. Management
responses may include such actions as developing additional instructional guidance inbrochures or signs, designating parking areas, passing lanes on roads, limiting vehicle accessto the upper road by gating, etc.;
 Promote the “Leave No Trace” philosophy. At least 95 percent of the Refuge will be
managed as wildlife sanctuary, free from routine disturbance.
Additionally, the following activities are prohibited: Hunting; Use or possession of domestic animals;
 Use or possession of alcoholic beverages or illegal drugs;
 Operation of all terrain vehicles, dirt bikes, and mountain bikes, etc.;
 Removal or damage to any plant or plant material; Harassment of forest birds or other wildlife; Littering or dumping trash; Removal or damage to numbered tags, colored flagging tape, mist nets, and other equipment
or materials used for biological research; Disposal of lighted smoking materials;
 Open fires; Overnight parking and camping; and Damage to fences, signs, or other structures.
Justification:
Individuals and groups are able to spend time outdoors and provide the Service an opportunity to
expose the general population to the Refuge System, habitat management, and the impacts ofinvasive species on the native ecosystem. Hakalau Forest NWR provides a unique opportunity in thisB-32

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

regard because of the limited amount of high-elevation native forest and endangered bird habitats
remaining in the Hawaiian Islands. Public support for the Refuge could be improved throughgrassroots outreach to the public. Offering opportunities for wildlife observation and photographypresents a wildlife conservation message to members of the public who are not likely to be reachedby other means. In addition, allowing these activities supports the “connecting people with nature”
initiative within the Service. When determined compatible on a refuge-specific basis, wildlife
observation and photography are priority public uses of that national wildlife refuge. As endangered
species recovery activities increase, it may be necessary to limit this activity and/or reevaluate forcompatibility.
The combination of limiting visiting days/hours, properly maintaining visitor access points, allowing
visitors to access only certain areas of the Refuge, and monitoring visitor use and behavior allows theRefuge to minimize any adverse effects associated with Refuge visitation. Given the scale of theactivity, the stipulations outlined above, as well as the best management practices identified above,
potential impacts relative to wildlife/human interactions are expected to be minimal.
By applying the stipulations described above, it is anticipated that wildlife populations will findsufficient food resources, nesting, and resting refugia such that their abundance and use of the Refuge
will not be measurably decreased by wildlife observation and photography activities. The relatively
limited number of individuals expected to be adversely affected due to wildlife observation andphotography will not cause wildlife populations to materially decline; the physiological conditionand production of native bird, plant, and bat species will not be impaired; their behavior and normal
activity patterns will not be altered dramatically; and their overall welfare will not be negatively
impacted. The opportunity to engage in several priority public uses provided would outweigh any
anticipated negative impacts associated with implementation of the program. Thus, allowing wildlife
observation and photography to occur with stipulations will not materially detract or interfere withthe purposes for which the Refuge was established or the Refuge System mission. The stipulations
included herein would allow such uses to occur in a compatible manner.
Mandatory 10- or 15-year Reevaluation Date:_____X_____ Mandatory 15-year reevaluation date (for wildlife-dependent public uses)____________ Mandatory 10-year reevaluation date (for non-wildlife-dependent public uses)
NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement_X Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

References Cited:
Belanger, L. and Bedard, J. 1989. Energetic cost of man-induced disturbance to staging
snow geese. J. Wildl. Management. 54: 36-41.
Boyle, S.A. and Samson, F.B. 1985. Effects of nonconsumptive recreation on wildlife: a review.
Wildl. Soc. Bull. 13: 110-116.
Burger, J. 1986. The effect of human activity on shorebirds in two coastal bays innortheastern United States. Environ. Conserv. 13:123-130.
Burger, J. and Gochfeld, M. 1991. Human activity influence and diurnal and nocturnal
foraging of sanderlings (Calidris alba). Condor 93: 259-265.
Cassirer, E. F. 1990. Responses of elk to disturbance by cross-country skiers in northern
Yellowstone National Park. M.S. Thesis, University of Idaho, Moscow.
Cole, D.N. and J. L Marion. 1988. Recreation impacts in some riparian forests of theeastern United States. Env. Manage. 12:99-107.
Cole, D. N. and P. B. Landres. 1995. Indirect effects of recreation on wildlife. Pages 183201 in R.L. Knight and K. J. Gutzwiller, ed. Wildlife and Recreationists: coexistence throughmanagement and research Island Press, Washington, D.C. 372pp.
DeLong, A. K. 2002. Managing visitor use and disturbance of waterbirds, a literature review ofimpacts and mitigation measures prepared for Stillwater National Wildlife Refuge. Appendix L(114pp.) in Stillwater National Wildlife Refuge Complex final environmental impact statement forthe comprehensive conservation plan and boundary revision (Vol. II). Dept. of the Interior, U.S. Fish
and Wildlife Service, Region 1, Portland, OR.
Dwyer, N.C. and G.W Tanner. 1992. Nesting success in Florida sandhill cranes. Wilson
Bulletin 104: 22-31.
Erwin, R. M. 1989. Responses to human intruders by birds nesting in colonies:
Experimental results and management guidelines. Colon. Waterbirds 12:104-108.
Fraser, James D., L. D. Frenzel, and John E. Mathisen. 1985. The impact of humanactivities on breeding bald eagles in north-central Minnesota. J. Wildl. Manage. 49:585-592.
Freddy, D. J. 1986. Responses of adult mule deer to human harassment during winter. Pages 286 inComer, R. D., Baumann, T. G., Davis, P., Monarch, J. W., Todd, J., VanGytenbeek, S., Wills, D.,
and Woodling, J., eds. Proceedings II. Issues and technology in the management of impacted western
wildlife: proceedings of a national symposium. Thorne Ecol. Inst., Boulder, Colorado.
Gabrielson, G. W. and E. N. Smith. 1995. Physiological responses of wildlife to disturbance.
Pages 95-107 in R. L. Knight and K. J. Gutzwiller, ed. Wildlife and Recreationists: coexistence
through management and research. Island Press, Washington, D. C. 372pp.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Grubb, T. G. and King, R. M. 1991. Assessing human disturbance of breeding bald eagles withclassification tree models. J. Wildl. Manage. 55:500-511.
Klein, M. L. 1989. Effects of high levels of human visitation on foraging waterbirds at J. N. "Ding"
Darling National Wildlife Refuge. Final research report. Cooperative Fish and Wildlife Research
Unit, Univ. of Florida, Gainesville.
Knight, R. L. and D. N. Cole. 1991. Effects of recreational activity on wildlife in wildlands, In
Transactions of the North American Wildlife and Natural Resources Conference. 56:238-247.
Liddle, M.J. 1975. A selective review of the ecological effects on human trampling on natural
ecosystems. Biol. Conserv. 7:17-36.
MacArthur, R. A., Geist, V., and Johnston, R. H. 1982. Cardiac and behavioral responses ofmountain sheep to human disturbance. J. Wildl. Manage. 46:351-358.
Skagen, S.S. 1980. Behavioral responses of wintering bald eagles to human activity on
the Skagit River, Washington. Pages 231-241 in Knight, R.L., Allen, G.T., Stalmaster, M.V., andServheen, C.W., eds.1980. Proceedings of the Washington bald eagle symposium; Seattle,
Washington.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Use:

Commercial Photography, Videography, Filming, or Audio Recording

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (Service) to manage each refuge tofulfill the Refuge System mission, to maintain and, where appropriate, restore the refuge’s ecologicalintegrity, and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):Commercial photography, video, filming, and audio recording (“recording”) are considered in thiscompatibility determination. This use has occurred at Hakalau Forest NWR for almost 20 years, andfuture requests are expected to increase. Commercial recording activities not related to natural,
historic, or cultural subjects are not covered under this compatibility determination. The Refuge has
averaged 2-4 permits for this use annually during the last 5 years. The use typically involves creatinga documentary film, taking still photographs, or recording wildlife sounds for commercial purposes.
For example, the permittee may wish to take photographs of endangered forest birds or rare plants
most easily seen at the Refuge. Afterwards, the permittee would attempt to sell the photos to a

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planpublication. Commercial photographers, journalists, and film crews may wish to visit Hakalau Forest
NWR to take stills or movies for use in a wide variety of publications, documentaries, newscasts,
exhibitions, or other presentations. Some of the products will be available to the Refuge for use inbrochures, PowerPoint presentations, orientation movies, and other interpretive and educational
purposes. Special use permits will be issued to cover these types of activities.
Much of the Refuge, including areas with the highest populations of rare birds and plants, is not open
to the public. The photos, films, artwork, narratives, and recordings resulting from permitted
activities will enable the general public to vicariously view and experience Hakalau Forest NWR’srare and imperiled wildlife and plant resources and learn about research and management activities.
These products will also serve as tools for environmental education and cultivate support for Refuge
programs and conservation actions.
Photography, video, filming, or audio recording of a noncommercial nature are addressed under aseparate compatibility determination (wildlife observation and photography). This compatibility
determination does not apply to bona fide news media activities.
Commercial photography, video, filming, or audio recording may be conducted only on lands within
our jurisdiction. Although applications for this activity may be for any time of year, time restrictions
may be required to limit disturbance. This may include such specifications as time of day andseasonal restrictions. Specific conditions have been developed by the Refuge to minimize or avoid
impacts to Refuge resources and are listed in “Stipulations Necessary to Ensure Compatibility” inthis document.
In order to ensure there are no negative impacts to Refuge resources, the applicant will be required toobtain a Special Use Permit from the Refuge, which is reviewed and signed by the Refuge Manager.
Additionally, when conducting actual onsite operations, the applicant could be accompanied orcontacted by Refuge personnel to ensure compliance with the permit conditions and prevent any
unforeseen negative impacts to Refuge resources.
Availability of Resources:
At present, Hakalau Forest NWR can only accommodate one or two commercial video, filming, oraudio recording operations per month. If the number of applicants begins to increase, additional
staffing would be required. The Refuge requires the permittee to offset any cost incurred by the
Refuge by payment of a one-time permit fee of $150.00.
Category and Itemization
Administration and Management

One-time ($)$150/permittee

Annual ($/yr)$4,000

The above annual cost reflects the cost to manage the program and prevent impacts to natural
resources. Estimated costs were calculated using 1 percent of the base cost of a GS-12 Deputy
Refuge Manager, 1 percent of the GS-13 Refuge Manager, 1 percent of the GS-12 Wildlife Biologist,and 1 percent of the GS-9 Administrative staff, the estimated portion of the year that this activity
would require to administer this use. The one-time administration and monitoring cost reflects theapproximate cost per commercial photography, video, filming, or audio recording operation incurredby the Refuge, and the offsetting cost reflects the reimbursement provided by the permittee. The user

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

fees are designed to be equal to the Refuge-incurred cost (costs to administer the use, including any
costs associated with facilities, equipment, supplies) and would come to the Refuge in the form ofmonies paid by the commercial photographers.
Anticipated Impacts of the Use(s):The area in which most photojournalistic and/or filming activities will occur at Hakalau Forest NWR
is forested and characterized by moderately closed canopy stands of ‘ōhi‘a and koa trees with asubcanopy of native trees and bushes. Ground cover consists of nonnative grasses and some native
shrubs and ferns. Much of the understory and ground cover has been disturbed by more than
100 years of cattle grazing and pig rooting.
To the extent possible, permittees will confine their activities to existing roads, natural clearings, andtrails. Foot traffic will compact or crush a small amount of native vegetation, but the impact will beminimal when compared to the damage done by pigs or cattle. Birds being photographed are unlikely
to be negatively impacted if the conditions of the permit are followed; however, even with the proper
management and execution of a well-planned project, certain behavioral responses in avifauna may
occur that are not easily recognized by the casual observer. Stress reactions (elevated heart rate,
elevated corticosterone levels, and behavioral responses) have been documented in several species ofbirds as a result of human activities in nesting areas. However, studies have not been conducted to
document long-term cumulative effects of human-caused disturbances. Limited duration disturbance,
however, has only minor, short-term effects. It is important to note that even wildlife photography byprofessionals can cause disturbance, depending upon the manner in which it is pursued.
Although a single commercial filming, photography, video, or audio recording visit for 1 day may
cause few, if any, negative resource impacts, it may in fact cause cumulative impacts over a longer
span of time when considered additively with all activity on the Refuge. Therefore, it is critical for
the Refuge Manager to examine all permit proposals with a multiyear timeframe in mind andconsider all activities that are planned concurrently on the Refuge before approval is granted. It may
be appropriate to set a limit to the number of commercial photography, filming, video, or recording
visits occurring in a particular habitat or relative to a single species or species group, even if
personnel are available to coordinate the projects. Some proposed activities will require further
analysis and compliance by the Refuge as more detailed information becomes available. These
requirements may include additional analysis in accordance with NEPA and consultation under ESA.
A number of nonnative plant and wildlife species occur on Hakalau Forest NWR in general, andmany of those (e.g., pigs, mongooses, rats, numerous invasive plants and insects) have become
established on the Refuge. Refuge personnel strive to eliminate or reduce pest species. It is possiblethat invasive plants and animals could be transported onto the Refuge in vehicles or from seeds thatare trapped in clothing or vehicle wheels. Adhering to appropriate protocols should reduce the risk of
introducing nonnative species.
Overall, however, allowing well-designed and properly reviewed commercial filming, photography,
video, or audio recording visits is likely to have very little impact on Refuge wildlife populations. If
the visit is conducted with professionalism and integrity, potential adverse impacts are likely to be
outweighed by the knowledge gained about an entire species, habitat, or public use.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-maillist, and circulation of Planning Update 3. No public comment was received on this compatibility
determination.
Determination:___

Use is Not CompatibleX

Use is Compatible with Following Stipulations

Stipulations Necessary to Ensure Compatibility:
Special Use Permits (SUP) will be issued for all photography, filming, video, or audio recording
activities conducted by non-Service personnel. The SUP will list the conditions that the Refuge
Manager determines to be necessary to ensure compatibility. Any permit may be terminated at any
time for noncompliance with the SUP conditions, or modified, redesigned, relocated or terminated,upon a determination by the Refuge Manager that the activity is causing unanticipated adverse
impacts to wildlife, wildlife habitat, approved priority public uses, or other Refuge management
activities. Care will be taken to minimize the impacts of permitted photography, filming, video, or
audio recording activities on native birds, plants, and habitat to ensure compatibility. One of thespecial conditions attached to each permit will state that activities may not be conducted in a mannerthat modifies the natural behavior of the birds being filmed or photographed. Activities will cease
immediately if the subject shows signs of disturbance and/or stress, and the permittee must vacate thevicinity. Special conditions to protect the habitat will also be incorporated. These include taking
precautions to prevent the introduction of nonnative plants and insects to the Refuge. Vehicles, boots,
clothing, and equipment must be cleaned and inspected for seeds, eggs, and larvae prior to entry to
the Refuge. Cutting or clearing vegetation is not permitted. Temporary blinds must be approved by
the Refuge Manager and removed after use. Refuge gates must be secured at all times to prevent
ungulate entry. Other conditions prohibit fires, require the removal of all trash, and restrict activities
to existing roads, trails, and natural clearings to minimize adverse impacts to native vegetation.
Permittees will be required to provide the Refuge with at least one free copy of all commercial
products generated on the Refuge for noncommercial use promoting the Hakalau Forest NWR andthe Refuge System.
All commercial films, books, and other recordings of images and sounds collected on the Refuge are
required to reference the fact they were collected at Hakalau Forest NWR under the administration of
the U.S. Fish and Wildlife Service.
Justification:
Allowing commercial photography, video, filming, or audio recording as an economic use would
contribute to the achievement of the Refuge purpose and the Refuge System mission. The products
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

may reach groups of people who would not normally know about the Refuge. The services provided
by commercial filmmakers and photographers are beneficial to expand public appreciation for andunderstanding of unique wildlife, diverse native habitats, management programs, and the mission of
the Refuge System.
Because each SUP will contain specific conditions for minimizing adverse effects to Refuge
resources while the commercial activity is being conducted, it is anticipated that wildlife populations
will find sufficient food resources and resting places such that their abundance and use of the Refuge
will not be measurably lessened from these activities. The relatively limited number of individuals
expected to be adversely affected from these activities will not cause wildlife populations tomaterially decline, the physiological condition and production of native wildlife species will not be
impaired, their behavior and normal activity patterns will not be altered dramatically, and theiroverall welfare will not be negatively impacted. In light of the benefits these uses are expected tohave in expanding public appreciation for and understanding of Hakalau Forest NWR’s uniquewildlife, diverse native habitats, management programs, and the mission of the Refuge System,
allowing commercial photography, filming, video, or audio recording activities to occur withstipulations will contribute to the purposes for which the Refuge was established and the Refuge
System mission.
Mandatory 10- or 15-year Reevaluation Date:____________Mandatory 15-year reevaluation date (for wildlife-dependent public uses)____X______ Mandatory 10-year reevaluation date (for nonwildlife-dependent public uses)

NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement_X Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision

References Cited:
U.S. Fish and Wildlife Service. 1985. Refuge Manual. Washington, D.C.: U.S. Government Printing
Office.
U.S. Fish and Wildlife Service. 2009. Compatibility determination for commercial photography,
videography, filming, or audio recording, Hawaiian Islands National Wildlife Refuge.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Use:

Commercial Tour Operation/Conservation and Education Group Visits

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (Service) to manage each refuge tofulfill the Refuge System mission, to maintain and where appropriate, restore the refuge’s ecologicalintegrity; and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):Entry requests from the general public are increasing as more people learn about the Refuge and theresources it protects. Due to staffing and funding limitations, the risk of adverse impacts toendangered species and their habitats prevents the Refuge from offering unlimited access toeveryone. Visitor safety and the potential for visitor interference with management programs andresearch projects must also be considered. The entry of a limited number of small groups, led bycompetent and conscientious people familiar with Refuge objectives and programs, will minimize therisk of adverse impacts. Guided visits will provide significant environmental education forparticipants as well as further knowledge of and appreciation for the Refuge System.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A maximum of 12 SUPs allowing 100 individual person visits will be issued during a calendar year
to commercial tour operators and conservation and education groups to permit entry to the upper Pua‘Ākala and Hakalau Forest Unit tracts to observe common and endangered native forest birds, plants,
and rainforest habitats. A maximum of six visits may occur under any one permit. The maximumgroup size will be 25 individuals. Specific conditions would be developed by the Refuge to minimize
or avoid impacts to Refuge resources and are listed in “Stipulations Necessary to Ensure
Compatibility” in this document.
The permittee is required to provide a list of the number of visits and individuals when requesting
permission to access the Refuge. The permittee will submit a monthly written report with the total
number of visits and individuals.
Visitors associated with volunteer activities, the annual Open House, Refuge inspections, and otherofficial visits will continue to enter the Refuge without requiring issuance of a SUP. The Refuge
Manager will limit these visits to minimize the risk of adverse impacts on wildlife and habitat.
The proposed action will provide limited access to portions of the Refuge (Pua ‘Ākala and HFU
tracts) which are not open to the general public and have relatively high populations of endangered
birds, specifically ‘akiapōlā‘au, Hawai‘i ‘ākepa, and Hawai‘i creeper. These endangered birds are
seldom seen within the Upper Maulua Tract, which is open to the public every weekend.
The Kona Forest Unit has never been opened to the public.
Availability of Resources:
At present, Hakalau Forest NWR can only accommodate 12 tour group permits per year. If thenumber of applicants begins to increase, additional staffing would be required. The Refuge requires
the permittee to offset any cost incurred by the Refuge by payment of a one-time permit fee of$150.00.
Category and Itemization
Administration and Management

One-time ($)$150/permit issued

Annual ($/yr)$9,200

The above annual cost reflects the cost to manage the program and prevent impacts to natural
resources. Estimated costs were calculated using 3 percent of the base cost of a GS-12 Deputy
Refuge Manager, 2 percent of the GS-13 Refuge Manager, 2 percent of the GS-12 Wildlife Biologist,
3 percent of the GS-9 Administrative, and 1 percent of the Maintenance Supervisor’s staff time,
based on the assumption that this activity would use that portion of their year to administer andcoordinate commercial tour, conservation, and education group tours.
The one-time administration and monitoring cost reflects the approximate cost per tour group
operation incurred by the Refuge and the offsetting cost reflects the reimbursement provided by thepermittee. The user fees are designed to be equal to the Refuge-incurred cost (costs to administer theuse, including any costs associated with facilities, equipment, supplies) and would come to the
Refuge in the form of monies paid by the commercial photographers.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Anticipated Impacts of the Use(s):The area in which most commercial guided tours and noncommercial education group activities will
occur at Hakalau Forest NWR is forested, and characterized by moderately closed to closed-canopy
stands of ‘ōhi‘a and koa trees, with a subcanopy of native trees and bushes. Ground cover consists ofnonnative grasses and some native shrubs and ferns. Much of the understory and ground cover has
been disturbed by more than 100 years of cattle grazing and pig rooting.
To the extent possible, permittees will confine their activities to existing roads, natural clearings, andtrails. Foot traffic will compact or crush a small amount of native vegetation, but the impact will beminimal when compared to the damage done by pigs or cattle. Birds being observed by tour groups
are unlikely to be negatively impacted if the conditions of the permit are followed; however, evenwith the proper management and execution of a well-planned project, certain behavioral responses inavifauna may occur that are not easily recognized by the casual observer. Stress reactions (elevatedheart rate, elevated corticosterone levels, and behavioral responses) have been documented in several
species of birds as a result of human activities in nesting areas. However, studies have not been
conducted to document long-term cumulative effects of human-caused disturbances. Limited
duration disturbance, however, has only minor, short-term effects. It is important to note that evenwildlife observation conducted by professionals can cause disturbance, depending upon the mannerin which it is pursued.
Although a single commercial or noncommercial conservation group visit for 1 day may cause few,
if any, negative resource impacts, it may cause cumulative impacts over a longer span of time when
considered additively with all activity on the Refuge. Therefore, it is critical for the Refuge Manager
to examine all permit proposals with a multiyear timeframe in mind and consider all activities thatare planned concurrently on the Refuge before approval is granted. It may be appropriate toperiodically reevaluate the number of visits occurring in a particular habitat or relative to a single
species or species group, even if personnel are available to coordinate and monitor the tours.
Specialized proposed activities will require further analysis and compliance by the Refuge as moredetailed information becomes available. These requirements may include additional analysis inaccordance with NEPA and consultation under ESA.
A number of nonnative plant and wildlife species occur on Hakalau Forest NWR in general, andmany of those (e.g., pigs, mongooses, rats, numerous invasive plants and insects) have become
established on the Refuge. Refuge personnel strive to eliminate or reduce pest species. It is possiblethat invasive plants and animals could be transported onto the Refuge in vehicles or from seeds thatare trapped in clothing or vehicle wheels. Adhering to appropriate protocols should reduce the risk of
introducing nonnative species.
Overall, however, allowing well-designed and properly reviewed commercial tours andnoncommercial conservation/education group visits is unlikely to have significant impacts on Refuge
wildlife populations. If visits are conducted with professionalism and integrity, potential adverse
impacts are likely to be outweighed by the knowledge gained about the Refuge’s programs, protected
species, and habitats.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-maillist, and circulation of Planning Update 3. Comments were received related to commercial tour
operations, and conservation and education group visits, and are addressed in Appendix K.
Determination:___

Use is Not CompatibleX

Use is Compatible with Following Stipulations

Stipulations Necessary to Ensure Compatibility:
Special Use Permits (SUP) will be issued for all commercial and noncommercial conservation andeducation group tour activities conducted by non-Service personnel. The SUP will list the conditions
that the Refuge Manager determines to be necessary to ensure compatibility. Any permit may beterminated at any time for noncompliance with the SUP conditions, or modified, redesigned,
relocated or terminated upon a determination by the Refuge Manager that the activity is causing
unanticipated adverse impacts to wildlife, wildlife habitat, approved priority public uses, or other
Refuge management activities.
Care will be taken to minimize the impacts of permitted commercial and noncommercial tour
activities on native birds, plants, and habitat to ensure compatibility. Tour group leaders will provide
a 5-10 minute environmental education talk to each tour group. The talk will include information
relative to establishment and management of the Refuge, endangered forest birds, and protection andmanagement of the native plants and animals. One of the special conditions attached to each permit
states that activities may not be conducted in a manner that modifies the natural behavior of the birds
being viewed. Activities will cease immediately if the subject shows signs of disturbance and/or
stress, and the permittee must vacate the vicinity. The handling or harassment of birds or their nests
is strictly prohibited. Special conditions to protect the habitat are incorporated. These include taking
precautions to prevent the introduction of nonnative plants and insects to the refuge. Vehicles, boots,
clothing, and equipment must be cleaned and inspected for seeds, eggs, and larvae prior to entry to
the Refuge. Cutting or clearing vegetation is not permitted. Other conditions prohibit fires andrequire the removal of all trash and refuse resulting from his/her activities.
Justification:
Hakalau Forest NWR provides unique educational opportunities to highlight the conservation andmanagement of Hawaiian forest birds and their habitats unmatched elsewhere. Compatible tours
promote environmental education and interpretation, which are priority public uses of the Refuge
System as identified in the Improvement Act.
Allowing limited numbers of closely monitored guided tours for educational purposes should haveindirect positive impacts on Refuge resources. Supporting environmental education services andB-46

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

programs that strive to convey an understanding and appreciation of wildlife resources, the issues
affecting them, and the techniques and programs pursued to restore them supports the goals of
Hakalau Forest NWR. The services provided by commercial tour guides are beneficial to expand
public appreciation for and understanding of unique wildlife, diverse native habitats, management
programs, and the mission of the Refuge System.
Because each SUP will contain specific permit conditions for minimizing adverse effects to Refuge
resources while the commercial activity is being conducted, it is anticipated that wildlife populations
will find sufficient food resources and resting places such that their abundance and use of the Refuge
will not be measurably lessened from these activities. The relatively limited number of individuals
expected to be adversely affected from these activities will not cause wildlife populations tomaterially decline, the physiological condition and production of native wildlife species will not be
impaired, their behavior and normal activity patterns will not be altered dramatically, and theiroverall welfare will not be negatively impacted. In light of the benefits the use is expected to having
in expanding public appreciation for and understanding of Hakalau Forest NWR’s unique wildlife,
diverse native habitats, management programs, and the mission of the Refuge System, allowing
commercial tours and noncommercial conservation and education group visits to occur withstipulations will contribute to the purpose(s) for which the Refuge was established or the Refuge
System mission.
Mandatory 10- or 15-year Reevaluation Date:___________ Mandatory 15-year reevaluation date (for wildlife-dependent public uses)_____X_____ Mandatory 10-year reevaluation date (for nonwildlife-dependent public uses)

NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement_ X Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision

References Cited:
U.S. Fish and Wildlife Service. 1985. Refuge Manual. Washington, D.C.: U.S. Government Printing
Office.
U.S. Fish and Wildlife Service. 2009. Compatibility determination for commercial photography,
videography, filming, or audio recording, Hawaiian Islands National Wildlife Refuge.

Appendix B: Appropriate Uses and Compatibility Determinations

B-47

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

U.S. Fish and Wildlife Service. 2003. Addendum No. 1, Compatibility Determination No:
COMPAT-03-94, Special Use Permit, Commercial Tour Operations, Conservation and Education
Groups.
Boyle, S.A. and Samson, F.B. 1985. Effects of nonconsumptive recreation on wildlife: a review.
Wildl. Soc. Bull. 13: 110-116.
Cole, D. N. and P. B. Landres. 1995. Indirect effects of recreation on wildlife. Pages 183-201 in R.L.
Knight and K. J. Gutzwiller, ed. Wildlife and Recreationists: coexistence through management andresearch Island Press, Washington, D.C. 372pp.
Knight, R. L. and D. N. Cole. 1991. Effects of recreational activity on wildlife in wildlands, In
Transactions of the North American Wildlife and Natural Resources Conference. 56:238-247.
Liddle, M.J. 1975. A selective review of the ecological effects on human trampling on natural
ecosystems. Biol. Conserv. 7:17-36.

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Comprehensive Conservation Plan

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Appendix B: Appropriate Uses and Compatibility Determinations

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Use:

Research, Scientific Collecting, and Surveys

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (Service) to manage each refuge tofulfill the Refuge System mission, to maintain and where appropriate, restore the refuge’s ecologicalintegrity; and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):When determined appropriate and compatible on a refuge-specific basis, research, scientificcollecting, and surveys (research) are allowable uses and are conducted on Refuge lands and waters
by independent researchers, partnering agencies, and educational groups.
The Service defines these uses as: Research: Planned, organized, and systematic investigation of a scientific nature; Scientific collecting: Gathering of refuge natural resources or cultural artifacts for scientificpurposes; andAppendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
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Surveys: Scientific inventory or monitoring.

The types of research vary greatly but could revolve around birds, bats, plants, insects/pollinators,
invasive species, habitat classification, restoration techniques, and cultural and historic resources.
Research proposals may be for any time of the year and on any of the habitat types within Hakalau
Forest NWR. However, the Refuge may limit the time and location of research projects to ensure thatnegative impacts to Refuge resources are avoided or limited. Additionally, the Refuge may impose
limits on the duration and/or number of animals trapped for research purposes, specifically, mistnetting capture of birds and/or bats and handling techniques.
Each research, scientific collection, or survey project on the Hakalau or Kona Forest Units would
undoubtedly have different protocols and methodologies; therefore, each study necessitates its own
scientific review. Each research project would be carefully reviewed to prevent any significant shortterm, long-term or cumulative impacts. New research requests would be evaluated by Refuge staff bycomparing them to ongoing or recently completed research on the Refuge to determine if the species
studied, methodologies used, or habitat type and locations used may lead to undesirable cumulative
impacts. All projects would be subject to the Refuge permitting process. This review would help
ensure all levels and types of impacts are carefully considered before any permit for research isissued. Within the Hakalau and Kona Forest Unit’s SUP, conditions will be clearly defined so as toprotect and conserve the existing natural, cultural, and historic resources found on the Refuge.
Standard and specific conditions are included in this Compatibility Determination under“Stipulations Necessary to Ensure Compatibility.”
Research is a specialized use (603 FW1) and, therefore, it is not considered a priority public use by
Refuge System policy. Refuge plans and actions based on research and monitoring provide an
informed approach to habitat, wildlife, and public use management programs. Forest birdconservation and management at the Refuge are based upon best available scientific informationfrom research combined with long-term monitoring. Some research is used to address specificwildlife conservation questions, such as understanding the causes of reduced or declining forest bird
populations and development of tools and techniques to aid recovery of threatened or endangered
species. Other research has broader applicability, such as using a suite of forest birds as indicators ofnative forest health conditions, and to document change in the larger island environment andassociated impacts related to climate change and global warming.
The Service will encourage and support research and management studies on Hakalau and Kona
Forest Units that improve and strengthen natural resource management decisions. The Hakalau
Forest NWR Refuge manager will encourage and seek research relative to approved Refuge
objectives that clearly improve land management approaches and promote adaptive management.
Information that enables better management of the Nation’s biological resources and is generally
considered important to agencies of the Department of the Interior, including the Service, the Refuge
System, conservation and State agencies, and/or that addresses important management issues ordemonstrate techniques for management of species and/or habitats, will be the priority.
The Service’s Appropriate Refuge Uses policies (603 FW1.10D (4)) indicate priority research that
contributes to the enhancement, protection, use, preservation, and management of native wildlife
populations and their habitat as well as their natural diversity. Projects that contribute to refuge-

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

specific and/or wilderness management, where applicable, would be given a higher priority overother requests. Research applicants must submit a detailed proposal that would outline:
1)
2)
3)
4)
5)
6)
7)
8)

Objectives of the study;
Justification for the study;
Detailed methodology and schedule;
Potential impacts on Refuge wildlife or habitat, including disturbance (short and long term),
injury and/or mortality. This includes a description of measures the researcher will take toreduce disturbance or impacts;
Personnel required;
Costs to the Refuge, if any, including staff time and equipment;
Expected outcomes or results; andA time line for submitting progress reports and final products (e.g., reports, theses,
dissertations, publications).

Research proposed to be conducted on the Refuge would be reviewed by Refuge staff and others as
appropriate, to weigh the anticipated impacts versus the benefits of the research activity to refuge
management and understanding of natural systems. This would form the basis for allowing the
project to proceed or be denied. If the proposal is approved, the Refuge Manager would issue a
SUP(s) that would set the terms and conditions of the study to avoid and/or minimize the impacts on
Refuge resources, public use activities, and Refuge field operations. All research projects would beassessed during implementation to ensure that impacts remain within acceptable levels.
Research would not be allowed on Refuge lands if one or more of the following criteria apply to a
project proposal:








Research that conflicts with other ongoing research, monitoring, or management programs will
not be granted;
Highly intrusive or manipulative research is generally not permitted in order to protect native
birds and other wildlife populations and wilderness values;
Research projects that can be accomplished off the Refuge are less likely to be approved;
Research that causes undue disturbance or is more than minimally intrusive is not likely to be
granted;
The level and type of disturbance will be carefully evaluated when considering a request.
Strategies to minimize disturbance through study design, including location, timing, scope,
number of permittees, study methods, number of study sites, etc., will be required;If staffing or logistics make it impossible for Refuge staff to monitor the researcher, the permit islikely to be denied; andIf the activity is in a sensitive area, the research request may be denied, depending on the specificcircumstances.

Hakalau Forest NWR may also consider research for purposes not directly associated to Refugespecific objectives; such research could potentially contribute to the broader enhancement,
protection, use, preservation, and management of wildlife and plant populations and their natural
diversity within the Hawaiian Islands. These proposals must comply with the Service’s compatibility
policy.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Hakalau Forest NWR has developed a preliminary list of research needs that will be provided toprospective researchers or organizations at the Refuge Manager’s discretion. Refuge support ofresearch directly related to Refuge objectives may take the form of funding, in-kind services such as
housing or use of other facilities, direct staff assistance with the project in the form of data collection,
provision of historical records, conducting of management treatments, or other assistance asappropriate.
Availability of Resources:
The bulk of the cost for research is incurred in staff time to review research proposals, coordinate
with researchers, write SUPs, attend meetings, and review the research results. The amount of
resource required is highly variable depending on the nature of the work involved. In some cases, a
research project may only require 1 day of staff time to write a SUP. In other cases, a research project
may require a week or more of staff time.
The Refuge requires the permittee to offset any cost incurred by the Refuge by payment of a onetime permit fee of $150.00.
Category and Itemization
Administration and Management

One-time ($)$150/permittee

Annual ($/yr)$13,500

The above annual cost reflects the cost to manage the program and prevent impacts to natural
resources. Estimated costs were calculated using 3 percent of the base cost of a GS-12 Deputy
Refuge Manager, 3 percent of the GS-13 Refuge Manager, 7 percent of the GS-12 Wildlife Biologist,
1 percent of the GS-9 Administrative, and 2 percent of the Maintenance Supervisor’s staff time,
based on the assumption that this activity would use that portion of the year to administer andcoordinate outside research.
Anticipated Impacts of the Use(s):Use of Hakalau Forest NWR to conduct research, scientific collection, and surveys will generally
benefit plant populations, wildlife, and habitats. The impacts of research activities would be projectand site-specific, and would vary depending on the scope and type of research conducted. Scientificfindings gained through these projects provide important information regarding life-history needs ofspecies and species groups as well as identify or refine management actions to achieve resource
management objectives in refuge management plans (especially CCPs). Reducing uncertainty
regarding wildlife and habitat responses to refuge management actions in order to achieve desired
outcomes reflected in resource management objectives is essential for adaptive management inaccordance with 522 DM 1.
If a project’s methods impact or conflict with Refuge resources, other public-uses, other high-priority
research, and Refuge management programs, then it must be clearly demonstrated that its scientificfindings will be essential to resource management and that the project cannot be conducted offrefuge lands for the project to be compatible. The investigator(s) must identify methods/strategies inadvance required to minimize or eliminate the potential impact(s) and conflict(s). If unacceptable
impacts cannot be avoided, then the project will not be compatible and will not be approved. Projects
that represent public or private economic use of the natural resources of any national wildlife refuge

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan(e.g., bioprospecting), in accordance with 16 U.S.C. 715s, must contribute to the achievement of thenational wildlife refuge purposes or the Refuge System mission to be compatible (50 C.F.R. 29.1).
Impacts would be project- and site-specific, where they will vary depending upon nature and scopeof the field work. Data collection techniques will generally have negligible animal mortality or
disturbance, habitat destruction, no introduction of contaminants, and no introduction ofnonindigenous species. In contrast, projects involving the collection of biotic samples (plants oranimals) or requiring intensive ground-based data or sample collection will have short-term impacts.
To reduce impacts, the minimum number of samples (e.g., water, soils, vegetative litter, plants,
macroinvertebrates, vertebrates) will be collected for identification and/or experimentation andstatistical analysis. Where possible, researchers would coordinate and share collections to reduce
sampling needed for multiple projects.
Although a single research project for a single year may cause few, if any, negative resource impacts,
it may in fact cause cumulative impacts over multiple years or when considered additively with allactivity on the Refuge. Therefore, it is critical that the Refuge Wildlife Biologist and Refuge
Manager examine all projects with a multi-year timeframe in mind and consider all activities that areplanned concurrently on the Refuge before approval is granted. It may be appropriate to set a limit to
the number of research projects occurring in a particular habitat or relative to a single species or
species group, even if personnel are available to coordinate the projects.
Disturbance to wildlife and vegetation by researchers could occur through observation, a variety ofwildlife capture techniques, banding, and accessing the area by foot or vehicle. It is possible that
direct or indirect mortality could result as a byproduct of research activities. Mist-netting or otherwildlife capture techniques, for example, can cause mortality directly through the capture method orin trap predation, and indirectly through capture injury or stress caused to the organism. Some levelof disturbance is expected with all research activities, since most researchers will be entering areasthat are normally closed to the public and, depending on specific research activities, may also becollecting samples or handling wildlife. However, minimal impact to Refuge wildlife and habitats
will be expected with research studies because SUPs will include conditions to ensure that impacts towildlife and habitats are kept to a minimum (see discussion above).
Direct damage or alteration to the habitat from researchers would be minor due to the research
proposal evaluation process and stipulations imposed through the SUP. However, some increase ininvasive plants is possible from ground disturbance and/or transportation of source seed on researchequipment and personnel, and rodents and disease organisms could potentially be transferred fromboats and trapping equipment. Likewise, localized and temporary effects could result from direct
impacts of vegetation trampling, collecting soil and plant samples, or trapping and handling wildlife.
Other potential, but localized and temporary, effects would include wildlife disturbance, which is
expected with some research activities. Researcher disturbance could result in altering wildlife
behavior. However, only research with reasonably certain short-term effects from disturbance would
be permitted. Only the minimum of samples (e.g., water, soils, vegetative litter, plants,
macroinvertebrates, tissue etc.) required for identification and/or experimentation and statisticalanalysis would be permitted.
State and Federal collecting permits will also ensure minimal impacts to fish, wildlife, plants, andtheir habitats. A Section 7 consultation under the ESA will be required for activities that may affect afederally listed species and/or critical habitat.
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation PlanAt least 6 months before initiation of field work (unless an exception is made by prior approval of the
Refuge Manager), project investigator(s) must submit a detailed proposal using the format provided
in Attachment 1. Project proposals will be reviewed by Refuge staff and others, as needed, to assess
the potential impacts (short-term, long-term, and cumulative) relative to benefits of the investigation
to Refuge management issues and understanding of natural systems. This assessment will form theprimary basis for allowing or denying a specific project. Projects which result in unacceptable
Refuge impacts will not be found compatible and will not be approved.
If the proposal is approved, then the Refuge Manager will issue a SUP(s) with required stipulations(terms and conditions) of the project to avoid and/or minimize potential impacts to Refuge resources
as well as conflicts with other public-use activities and Refuge field management operations.
The combination of stipulations identified above and conditions included in any SUP(s) will ensurethat proposed projects contribute to the enhancement, protection, conservation, and management of
native wildlife populations and their habitats on the Refuge. As a result, these projects will help
fulfill Refuge purposes; contribute to the Refuge System mission; and maintain the biologicalintegrity, diversity, and environmental health of the Refuge.
Spread of invasive plants and/or pathogens is possible from ground disturbance and/or transportationof project equipment and personnel, but it will be minimized or eliminated by requiring propercleaning of investigator equipment and clothing as well as quarantine methods, where necessary. If
after all practical measures are taken, an unacceptable spread of invasive species is anticipated tooccur, the project will be found not compatible without a restoration or mitigation plan.
Localized and temporary effects may occur from vegetation trampling, collecting soil and plant
samples, or trapping and handling wildlife. Impacts may also occur from infrastructure necessary tosupport projects (e.g., permanent transects or plot markers, exclosure devices, monitoring equipment,
solar panels to power unattended monitoring equipment). Some level of disturbance is expected withthese projects, especially if investigator(s) enter areas closed to the public and collect samples orhandle wildlife. However, wildlife disturbance (including altered behavior) will be localized andtemporary in nature. Where long-term or cumulative unacceptable effects cannot be avoidable, theproject will not be found compatible. Project proposals will be reviewed by Refuge staff and others,
as needed, to assess the potential impacts (short-term, long-term, and cumulative) relative to benefitsof the investigation to Refuge management issues and understanding of natural systems. This
assessment will form the primary basis for allowing or denying a specific project.
Overall, however, allowing well designed and properly reviewed research to be conducted by nonService personnel is likely to have very little impact on Refuge wildlife populations. If the research
project is conducted with professionalism and integrity, potential adverse impacts are likely to be
outweighed by the knowledge gained about an entire species, habitat or public use.
Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-mailB-56

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planlist, and circulation of Planning Update 3. Comments were received related to research activities on
the refuge and addressed in Appendix K.
Determination:___

Use is Not CompatibleX

Use is Compatible with Following Stipulations

Stipulations Necessary to Ensure Compatibility:
The SUP will be issued for all research conducted by non-Service personnel. The SUP will list theconditions that the Refuge Manager determines to be necessary to ensure compatibility. The SUPs
will also identify a schedule for progress reports and the submittal of a final report or scientific paper.
Regional Refuge biologists, U.S. Geological Survey Biological Resources Discipline staff scientists,
other Service programs, State agencies, or nongovernmental organizations and biologists may be
asked to provide additional review and comment on any research proposal at the discretion of the
Refuge Wildlife Biologist and/or Refuge Manager.
All researchers are required to obtain appropriate State and Federal permits.
If the proposed research methods would impact or potentially impact Refuge resources (habitat or
wildlife), it must be demonstrated that the research is essential (i.e., critical to the survival of a
species; Refuge provides only or critical habitat for a species; contributes significantly tounderstanding of impacts from climate change; or assessment and/or restoration after cataclysmic
events), and the researcher must identify the issues in advance of the impact. Highly intrusive ormanipulative research is generally not permitted in order to protect native bird populations.
All SUPs will have a definite termination date. Renewals will be subject to Refuge Manager review
and approval based on timely submission of and content in progress reports, compliance with SUP
stipulations, and required permits. Other stipulations and provisions would include the following: Potential researchers must submit a written, detailed research proposal to the Refuge Manager at
least 6 months prior to start of field work. The required proposal format would be provided toresearchers (see Attachment 1);
 Researchers are responsible for acquiring and/or renewing any necessary State and Federal
permits prior to beginning or continuing their project; A Section 7 consultation under the ESA would be required for research activities that may affecta federally threatened, endangered, or proposed species; Research that does not involve birds generally will only be allowed outside of the breeding
season of avian species, unless it can be demonstrated that there likely will be no impact to those
breeding species. If a research project can only be conducted during the breeding season, suchstudies will only be permitted where there are specific protocols to minimize disturbance; Research will adhere to scientifically defensible protocols for data collection, where available
and feasible; Approved research projects will be conducted under a Refuge-issued SUP that will haveadditional project-specific stipulations;

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


















Annual or other short-term SUPs are preferred; however, some permits will be for a longer
period, if needed, to facilitate the research. All SUPs will have a definite termination date.
Renewals will be subject to Refuge Manager review of research data, status reports, compliancewith compatibility determination and permit stipulations, and other permits;
If unacceptable impacts or issues arise or be noted by the Refuge staff, then the Refuge Manager
can suspend/modify conditions/terminate on Refuge research that is already permitted and in
progress;
Research progress reports are required at least annually, and final reports are due within 1 year of
the completion of the project, unless negotiated otherwise. The minimum required elements for a
progress report will be provided to investigator(s);The Refuge staff will be given the opportunity to review draft manuscript(s) from the project
before being submitted to a scientific journal(s) for consideration of publication;
The Refuge staff will be provided with copies of raw data (preferably electronic database format)
at the conclusion of the project;
The Refuge staff will be provided with copies of all publications developed from Refuge research
projects;
The Service and the Refuge will be appropriately cited and acknowledged in all written and oralpresentations resulting from the research on the Refuge;
Where appropriate, the Refuge staff reserves the right to be coauthor(s) on any reports or
publications resulting from the study conducted on the Refuge. Authorship is appropriate where
justifiably based upon participation in the project over the course of implementation occurs (e.g.,field work, data analyses, summary of findings);
Upon completion of the project or annually, research sites must be cleaned up to the Refuge
Manager’s satisfaction and all physical markers removed. For long-term projects, conditions forclean up and removal of equipment and physical markers would be stipulated in the SUP;All samples collected on Refuge lands are the property of the Service even while in thepossession of the investigator(s). Any future work with previously collected samples not clearly
identified in the project proposal will require submission of a subsequent proposal for review andapproval. In addition, a new SUP will be required for additional project work;
Investigator(s) and support staff will follow all Refuge-specific regulations that specify accessand travel on the Refuge;
At any time, Refuge staff may accompany the researchers;
Only projects that have no effect or will result in not likely to adversely affect determinations
will be considered compatible;
After approval, all projects also will be assessed during implementation to ensure impacts andconflicts remain within acceptable levels; andProjects that are not covered by the CCP or subsequent step-down plans may require additional
NEPA documentation.

All research related SUPs contain a statement regarding the Service’s policy regarding disposition of
biotic specimen. The current Service policy language in this regard is:“You may use specimens collected under this permit, any components of any specimens(including natural organisms, enzymes, genetic material or seeds), and research results
derived from collected specimens for scientific or educational purposes only, and not forcommercial purposes unless you have entered into a Cooperative Research and Development
Agreement (CRADA) with us. We prohibit the sale of collected research specimens or other
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plantransfers to third parties. Breach of any of the terms of this permit will be grounds forrevocation of this permit and denial of future permits. Furthermore, if you sell or otherwisetransfer collected specimens, any components thereof, or any products or any research
results developed from such specimens or their components without a CRADA, you will pay
us a royalty rate of 20 percent of gross revenue from such sales. In addition to such royalty,
we may seek other damages and injunctive relief against you.”
Any research project may be terminated at any time for noncompliance with the SUP conditions, ormodified, redesigned, relocated or terminated, upon a determination by the Refuge manager that the
project is causing unanticipated adverse impacts to wildlife, wildlife habitat, approved priority public
uses, or other Refuge management activities.
Justification:
Research on the Hakalau Forest NWR is inherently valuable to the Service, since it is intended to
expand the knowledge base of those who are given the responsibility of managing the resources
found within the Refuge. This is particularly true for Hakalau Forest NWR, where many of theresources remain in pristine condition and detailed information is lacking for a portion of these
species. In many cases, if it were not for the Refuge providing access to the lands and waters alongwith some support, the research would never take place and less scientific information would beavailable to the Service to aid in managing and conserving the Refuge resources.
Because each SUP will contain specific conditions for minimizing adverse effects to Refuge
resources while the research project is being conducted, it is anticipated that wildlife populations willfind sufficient food resources and resting places such that their abundance and use of the Refuge will
not be measurably lessened from research activities. The relatively limited number of individuals
expected to be adversely affected due to research will not cause wildlife populations to materiallydecline, the physiological condition and production of native wildlife and plant species will not be
impaired, their behavior and normal activity patterns will not be altered dramatically, and theiroverall welfare will not be negatively impacted. Thus, allowing research to occur with thestipulations described above will not materially detract or interfere with the purposes for which
Hakalau Forest NWR was established or the Refuge System mission.
Mandatory 10- or 15-year Reevaluation Date:____________ Mandatory 15-year reevaluation date (for wildlife-dependent public uses)_____X______ Mandatory 10-year reevaluation date (for nonwildlife-dependent public uses)
NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement_X Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision
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References Cited:
U.S. Fish and Wildlife Service. 1999. Director’s Order No. 109: Use of Specimens Collected on Fish
and Wildlife Lands. March 30, 1999.

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Attachment 1
FORMAT FOR PROPOSALS TO CONDUCT RESEARCH OR LONG-TERM
ECOLOGICAL STUDY

Title
Principal Investigator(s) and background
Provide the name(s) and affiliation(s) of all principal investigator(s) that will be responsible for
implementation of the research and/or long-term monitoring described in the proposal. In addition,
provide a brief description of expertise for principal investigator(s) germane to work described in the
proposal.
Background and justification
In a narrative format, describe the following as applicable:The conservation issue (e.g., decline in Pisonia rainforest) and/or knowledge gap regarding
ecological function that currently exists with any available background information;
Benefit of research/study findings (e.g., management implications) to resources associated withrefuge purpose(s); andPotential consequences if the conservation issue and/or knowledge gap regarding ecological
function is not addressed.

Objectives
Provide detailed objective(s) to be evaluated by the proposed research or study.
Methods and Material
Provide a detailed description of the methods and materials associated with field work to be
conducted for the research and/or ecological study. Methods should include the following: Study area(s); Number of samples; Sampling dates and locations; Sampling techniques; and Data analyses including statistical tests and significance levels.
Previously published methods should be cited without explanation; whereas, new or modified
techniques should be described in detail. Include number of personnel as well as all facilities andequipment (e.g., vehicles, structures, markers) required to collect samples/data. Provide a clear
description of the relationships among study objectives, field methods, and statistical analyses.

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Permits
Identify all State and Federal permits required if applicable. If appropriate, assess the impact on thespecies population if animals or eggs are to be sacrificed or collected. Note any official status of thespecies involved (e.g., threatened or endangered).
Compatibility and Section 7 assessments
In order for a research and/or long-term ecological monitoring project to be compatible, it must notmaterially interfere with or detract from refuge purpose(s) or the Refuge System mission. Describe
potential impacts to threatened or endangered species as well as other refuge plants, wildlife, and fish
species that could result from the implementation of project activities on the refuge if applicable.
Consider the cumulative impacts associated with this project in relationship to other on-going or
proposed research and/or long-term monitoring.
Animal welfare Plan
If appropriate, attach a copy of animal welfare plans that are required by the supporting researchaffiliate.
Partnerships and funding sources
List other participating institutions, agencies, organizations, or individuals as well as the nature andmagnitude of their cooperative involvement (e.g., funding, equipment, personnel).
Project schedule
Provide estimated initiation and completion dates for field sampling, laboratory work, data analyses,
and report/manuscript preparation. If the study is divided into phases to be accomplished separately,
provide initiation and completion dates for each phase.
Reports and raw data
Establish a schedule for annual progress and final reports; include adequate time for peer review for
the final report/manuscript. Copies of annual progress reports must be submitted to the Refuge
manager by January 1 during each year that the study is in progress. Draft reports/manuscripts mustbe submitted to the Refuge manager for review prior to submission for consideration of publication.
At the conclusion of a research study (manuscripts accepted for publication), an electronic copy ofthe data (e.g., GIS vegetation layers, animal species composition and numbers, genetics) should be
provided to the Refuge manager. For long-term monitoring projects, the Service may request raw
data for management and planning purposes for the refuges.
Publications
Describe the ultimate disposition of study results as publications in scientific journals, presentation at
professional symposiums, or final reports. Publications must also credit the Service and staff.

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Disposition of samples
If the project entails the collection of biotic and/or abiotic (e.g., sediment) samples, then describe
their storage. Although the samples may be in the possession of scientists for the purposes ofconducting research in accordance with the special use permit, the USFWS retains ownership of all
samples collected on refuge lands. If the samples will be used for subsequent research activities thatare not described within the original proposal, an addendum to the original proposal must be
submitted to the Refuge manager to obtain a new special use permit before initiation of the follow-up
project. After conclusion of the research activities, consult with the Refuge manager regarding thefinal disposition of the samples.

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Attachment 2
ANNUAL PROGRESS REPORTS FOR REFUGE RESEARCH
AND LONG-TERM MONITORING PROJECTSStudy title:

Fiscal year:

Progress:
In a narrative format, summarize the work that was completed on the study including
the number and types of samples collected and/or data analyses.

Important findings:
In narrative format, generally describe any conclusions and/or management
recommendations that may be drawn from the work completed to date.

Describe problems encountered:
In narrative format, describe any problems that were encountered during the year
and their effects upon the study.

Proposed resolution to problems:
For each problem encountered, describe the actions that have been taken to
remediate it.

Preparer:

Date prepared:

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Attachment 3
MEMORANDUM OF UNDERSTANDINGFOR CURATORIAL SERVICES
BETWEEN THE(Name of the Federal agency)
AND THE(Name of the Repository)
This Memorandum of Understanding is entered into this (day) day of (month and year), between
the United States of America, acting by and through the (name of the Federal agency), hereinafter
called the Depositor, and the (name of the Repository), hereinafter called the Repository, in theState/Territory of (name of the State/Territory).
The Parties do witness that
WHEREAS, the Depositor has the responsibility under Federal law to preserve for future use certain
collections of paleontological specimens and/or biological samples as well as associated records,
herein called the Collection, listed in Attachment A which is attached hereto and made a part hereof,
and is desirous of obtaining curatorial services; andWHEREAS, the Repository is desirous of obtaining, housing and maintaining the Collection, andrecognizes the benefits which will accrue to it, the public and scientific interests by housing andmaintaining the Collection for study and other educational purposes; andWHEREAS, the Parties hereto recognize the Federal Government's continued ownership and control
over the Collection and any other U.S. Government-owned personal property, listed in Attachment B
which is attached hereto and made a part hereof, provided to the Repository, and the Federal
Government's responsibility to ensure that the Collection is suitably managed and preserved for the
public good; andWHEREAS, the Parties hereto recognize the mutual benefits to be derived by having the Collection
suitably housed and maintained by the Repository;
NOW THEREFORE, the Parties do mutually agree as follows:
1. The Repository shall:a.
Provide for the professional care and management of the Collection from the (names of theresources) sites, assigned (list site numbers) site numbers. The collections were recovered inconnection with the (name of the Federal or federally authorized project) project, located in(name of the nearest city or town), (name of the county, if applicable) county, in theState/Territory of (name of the State/Territory)-

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Assign as the Curator, the Collections Manager and the Conservator having responsibility for
the work under this Memorandum, persons who are qualified museum professionals and whose
expertise is appropriate to the nature and content of the Collection.
c.
Begin all work on or about (month, date and year) and continue for a period of (number ofyears) years or until sooner terminated or revoked in accordance with the terms set forth herein.
d.
Provide and maintain a repository facility having requisite equipment, space and adequate
safeguards for the physical security and controlled environment for the Collection and any other U.S.
Government-owned personal property in the possession of the Repository.
e.
Not in any way adversely alter or deface any of the Collection except as may be absolutely
necessary in the course of stabilization, conservation, scientific study, analysis and research. Any
activity that will involve the intentional destruction of any of the Collection must be approved inadvance and in writing by the Depositor.
f.
Annually inspect the facilities, the Collection and any other U.S. Government-owned
personal property. Every (number of years) years inventory the Collection and any other U.S.
Government-owned personal property. Perform only those conservation treatments as are absolutely
necessary to ensure the physical stability and integrity of the Collection, and report the results of all
inventories, inspections and treatments to the Depositor.
g.
Within five (5) days of discovery, report all instances of and circumstances surrounding lossof, deterioration and damage to, or destruction of the Collection and any other U.S. Governmentowned personal property to the Depositor, and those actions taken to stabilize the Collection and tocorrect any deficiencies in the physical plant or operating procedures that may have contributed to
the loss, deterioration, damage or destruction. Any actions that will involve the repair and restorationof any of the Collection and any other U.S. Government-owned personal property must be approvedin advance and in writing by the Depositor.
h.
Review and approve or deny requests for access to or short-term loan of the Collection (or apart thereof) for scientific and educational uses. In addition, refer requests for consumptive uses of
the Collection (or a part thereof) to the Depositor for approval or denial.
i.
Not mortgage, pledge, assign, repatriate, transfer, exchange, give, sublet, discard or part withpossession of any of the Collection or any other U.S. Government-owned personal property in any
manner to any third party either directly or indirectly without the prior written permission of the
Depositor, and redirect any such request to the Depositor for response. In addition, not take any
action whereby any of the Collection or any other U.S. Government-owned personal property shall or
may be encumbered, seized, taken in execution, sold, attached, lost, stolen, destroyed or damaged.
2. The Depositor shall:a.
On or about (month, date and year), deliver or cause to be delivered to the Repository theCollection, as described in Attachment A, and any other U.S. Government-owned personal property,
as described in Attachment B.

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Assign as the Depositor's Representative having full authority with regard to thisMemorandum, a person who meets pertinent professional qualifications.
c.
Every (number of years) years, jointly with the Repository's designated representative, havethe Depositor's Representative inspect and inventory the Collection and any other U.S. Governmentowned personal property, and inspect the repository facility.
d.
Review and approve or deny requests for consumptively using the Collection (or a part
thereof).
3. Removal of all or any portion of the Collection from the premises of the Repository for scientificor educational purposes; any conditions for handling, packaging and transporting the Collection;and other conditions that may be specified by the Repository to prevent breakage, deteriorationand contamination.
4. The Collection or portions thereof may be exhibited, photographed or otherwise reproduced andstudied in accordance with the terms and conditions stipulated in Attachment C to this Memorandum. All exhibits, reproductions and studies shall credit the Depositor, and read as follows:"Courtesy of the (name of the Federal agency)."The Repository agrees to provide the Depositor
with copies of any resulting publications.
5. The Repository shall maintain complete and accurate records of the Collection and any other U.S.
Government-owned personal property, including information on the study, use, loan and locationof said Collection which has been removed from the premises of the Repository.
6. Upon execution by both parties, this Memorandum of Understanding shall be effective on this(day) day of (month and year), and shall remain in effect for (number of years) years, at whichtime it will be reviewed, revised, as necessary, and reaffirmed or terminated. This Memorandum
may be revised or extended by mutual consent of both parties, or by issuance of a written
amendment signed and dated by both parties. Either party may terminate this Memorandum by
providing 90 days written notice. Upon termination, the Repository shall return such Collection
and any other U.S. Government-owned personal property to the destination directed by the
Depositor and in such manner to preclude breakage, loss, deterioration and contamination during
handling, packaging and shipping, and in accordance with other conditions specified in writing by
the Depositor. If the Repository terminates, or is in default of, this Memorandum, the Repository
shall fund the packaging and transportation costs. If the Depositor terminates this Memorandum,
the Depositor shall fund the packaging and transportation costs.
7. Title to the Collection being cared for and maintained under this Memorandum lies with theFederal Government.
IN WITNESS WHEREOF, the Parties hereto have executed this Memorandum.

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Signed: (signature of the Federal Agency Official)Date:(date)

Signed: (signature of the Repository Official)Date:(date)

Attachment 3A: Inventory of the Collection
Attachment 3B: Inventory of any other U.S. Government-owned Personal Property
Attachment 3C: Terms and Conditions Required by the Depositor

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Use:

University of Hawai‘i Field Station

Refuge Name:

Hakalau Forest National Wildlife Refuge (NWR)

City/County and State:

Hawai‘i County, State of Hawai‘i

Establishing and Acquisition Authority:
Hakalau Forest NWR was established on October 29, 1985, under the authority of the Endangered
Species Act of 1973, 16 U.S.C. 1534.
Refuge Purpose(s):The Administration Act directs the U.S. Fish and Wildlife Service (Service) to manage each refuge tofulfill the Refuge System mission, to maintain and where appropriate, restore the refuge’s ecologicalintegrity; and achieve the specific purpose(s) for which the refuge was established.
Hakalau Forest Unit
The purpose of Hakalau Forest NWR is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA).
Kona Forest Unit
The purpose of Kona Forest Unit is “... to conserve (A) fish or wildlife which are listed as
endangered species or threatened species ....or (B) plants ...” 16 U.S.C. Sec. 1534 (ESA). Morespecifically, the unit was established to provide habitat for the ‘alalā and to assist the ‘Alalā
Recovery Program’s repatriation efforts.
National Wildlife Refuge System Mission:
To administer a national network of lands and waters for the conservation, management, and whereappropriate, restoration of the fish, wildlife, and plant resources and their habitats within the UnitedStates for the benefit of present and future generations of Americans (the Administration Act of1966).
Description of Use(s):The University of Hawai‘i (UH) operates a biological field station located on the Hakalau Forest
NWR Administrative Site. Operation of the field station is described in a Memorandum of
Agreement (MOA), dated October 29, 1985 (Contract No. 14-48-0001-95500) between the Service
and UH. That agreement expired on October 24, 2009. The field station is used to house and support
UH faculty, students, and visiting scientists conducting research supporting the conservation andrestoration of native species and habitats at Hakalau Forest NWR. Maintaining a collaborative
research environment on the Refuge with various partners is strongly encouraged. Studies conductedon the Refuge require a Special Use Permit and Refuge Manager’s approval. This compatibility

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determination is confined to the field station; individual research projects taking place at the Refuge
are covered under a separate compatibility determination titled “Research, Scientific Collecting, andSurveys.” A separate CD is required because some research activity at Hakalau Forest NWR isindependent of and accommodated without the use of the UH facility. All operations at the fieldstation, including expected dates of overnight stays and the purpose for each visit must be
coordinated with the Refuge Manager in advance. UH bears all operational and maintenance costs
related to the station and thus does not require routine involvement by Refuge staff working at theAdministration Site. Access to the Refuge requires guests to be given secure combination locknumbers that are strictly confidential. UH activities not directly pertaining to activities conducted on
the Refuge are not covered in this determination and are thus subject to separate review andappropriate use considerations if the station is used for offsite projects.
Research is a specialized use (603 FW1) and, therefore, it is not considered a priority public use by
Refuge System policy. Refuge plans and actions based on research and monitoring provide an
informed approach to habitat, wildlife, and public use management programs. Forest birdconservation and management at the Refuge are based upon best available scientific informationfrom research combined with long-term monitoring. Some research is used to address specificwildlife conservation questions, such as understanding the causes of reduced or declining forest bird
populations and development of tools and techniques to aid recovery of threatened or endangered
species. Other research has broader applicability, such as using a suite of forest birds as indicators ofnative forest health conditions, and to document change in the larger island environment andassociated impacts related to climate change and global warming.
The Service’s Appropriate Refuge Uses policies (603 FW1.10D (4)) indicate priority for researchthat contributes to the enhancement, protection, use, preservation, and management of native wildlife
populations and their habitat as well as their natural diversity. Projects that contribute to refugespecific and/or wilderness management, where applicable, would be given a higher priority overother requests. Research applicants must submit a detailed proposal that would outline:
1)
2)
3)
4)
5)
6)
7)
8)

Objectives of the study;
Justification for the study;
Detailed methodology and schedule;
Potential impacts on Refuge wildlife or habitat, including disturbance (short and long term),
injury and/or mortality. This includes a description of measures the researcher will take toreduce disturbance or impacts;
Personnel required;
Costs to the Refuge, if any, including staff time and equipment;
Expected outcomes or results; andA time line for submitting progress reports and final products (e.g., reports, theses,
dissertations, publications).

UH research proposed to be conducted on the Refuge would be reviewed by Refuge staff and others
as appropriate, to weigh the anticipated impacts versus the benefits of the research activity to Refuge
management and understanding of natural systems. This would form the basis for allowing the
project to proceed or be denied. If the proposal is approved, the Refuge Manager would issue a
SUP(s) which would set the terms and conditions of the study to avoid and/or minimize the impacts
on Refuge resources, public use activities, and Refuge field operations. All research projects would
be assessed during implementation to ensure that impacts remain within acceptable levels.
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Research would not be allowed on Refuge lands if one or more of the following criteria apply to a
project proposal:








Research that conflicts with other ongoing research, monitoring, or management programs will
not be granted;
Highly intrusive or manipulative research is generally not permitted in order to protect native
birds and other wildlife populations and wilderness values;
Research projects that can be accomplished off the Refuge are less likely to be approved;
Research which causes undue disturbance or is more than minimally intrusive is not likely to be
granted;
The level and type of disturbance will be carefully evaluated when considering a request.
Strategies to minimize disturbance through study design, including location, timing, scope,
number of permittees, study methods, number of study sites, etc., will be required;If staffing or logistics make it impossible for Refuge staff to monitor the researcher, the permit islikely to be denied; andIf the activity is in a sensitive area, the research request may be denied, depending on the specificcircumstances.

Availability of Resources:
Normally, minimal Refuge staff resources are required to provide coordination and oversight for
activities conducted on the Refuge and supported by the operation of the field station:
Category and Itemization
Administration and Management

One-time ($)
No fees charged

Annual ($/yr)$9,300

The above annual cost reflects the cost to provide oversight for the UH field station facility andprevent impacts to natural resources. The cost was conservatively estimated as requiring 2 percent of
the base cost of a GS-12 Deputy Refuge Manager, 3 percent of the GS-13 Refuge Manager, 2 percentof the GS-12 Wildlife Biologist, 1 percent of the GS-9 Administrative, and 1 percent of theMaintenance Supervisor’s staff time, based on the assumption that this activity would use that
portion of the year to administer and coordinate activities conducted on the Refuge and supported by
the operation of the field station.
The estimated administration and management cost reflects the portion of each year necessary to
work with UH faculty to assure appropriate, compatible use of the field station in accordance with
the MOA. Depending upon the amount of activity planned for the field station in a given year, theactual amount of time and funding required to administer the operation could vary significantly.
Anticipated Impacts of the Use(s):The field station is situated within the 15-acre Hakalau Forest NWR Administrative Site situated at
the upper (western) boundary of the Refuge. Much of the vicinity understory and ground cover has
been disturbed by more than 100 years of cattle grazing and pig rooting, primarily preceding theestablishment of the Refuge. This resulted in conversion of native forest habitats to open rangeland
carpeted with nonnative grasses. Since construction of the field station, the immediate vicinity
surrounding the Administrative Site has been restored with planted koa. The area surrounding the

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

field station is not high quality habitat for imperiled Refuge species, with the exception of the nēnē.
Because it is necessary to maintain an open area to store and maintain equipment and facilities, andbecause of resident nēnē nesting in the area, there are no plans to restore forest within the boundariesof the 15-acre Administrative Site.
Operation and maintenance of the station has little if any impact on forest birds and the ‘ōpe‘ape‘a.
Impacts to nēnē are minimal and limited to temporary displacement of individuals by vehicles andpedestrian traffic in and around the building structures and area roads. During the nēnē breeding
season of 2009-10, two pairs of geese nested beneath the field station building and entranceway
decking.
Operation of the field station is intended to provide benefits to the management of the Refuge byfacilitating research contributing to conservation of resident Refuge species and restoration of Refuge
habitats. Numerous studies that have taken place at the Refuge over the last 16 years would likely
have been infeasible without use of the field station on site at the Refuge.
Use of Hakalau Forest NWR to conduct research, scientific collection, and surveys will generally
benefit plant populations, wildlife, and habitats. The impacts of research activities would be projectand site-specific, and would vary depending on the scope and type of research conducted. Scientificfindings gained through these projects provide important information regarding life-history needs ofspecies and species groups, as well as identify or refine management actions to achieve resource
management objectives in refuge management plans (especially CCPs). Reducing uncertainty
regarding wildlife and habitat responses to refuge management actions in order to achieve desired
outcomes reflected in resource management objectives is essential for adaptive management inaccordance with 522 DM 1.
If project methods impact or conflict with Refuge resources, other public-uses, other high-priority
research, and Refuge management programs, then it must be clearly demonstrated that scientificfindings will be essential to resource management and that the project cannot be conducted off
Refuge lands for the project to be compatible. The investigator(s) must identify methods/strategies inadvance required to minimize or eliminate the potential impact(s) and conflict(s). If unacceptable
impacts cannot be avoided, then the project will not be compatible and not be approved. Projects that
represent public or private economic use of the natural resources of any national wildlife refuge (e.g.,
bioprospecting), in accordance with 16 U.S.C. 715s, must contribute to the achievement of thenational wildlife refuge purposes or the Refuge System mission to be compatible (50 C.F.R. 29.1).
Impacts would be project- and site-specific, where they will vary depending upon nature and scopeof the field work. Data collection techniques will generally have negligible animal mortality or
disturbance, habitat destruction, no introduction of contaminants, and no introduction ofnonindigenous species. In contrast, projects involving the collection of biotic samples (plants oranimals) or requiring intensive ground-based data or sample collection will have short-term impacts.
To reduce impacts, the minimum number of samples (e.g., water, soils, vegetative litter, plants,
invertebrates, vertebrates) will be collected for identification and/or experimentation and statisticalanalysis. Where possible, researchers would coordinate and share collections to reduce samplingneeded for multiple projects.
Some level of disturbance is expected with all research activities since most researchers will beentering areas that are normally closed to the public and, depending on specific research activities,
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

may also be collecting samples or handling wildlife. However, minimal impact to Refuge wildlife
and habitats will be expected with research studies because SUPs will include conditions to ensurethat impacts to wildlife and habitats are kept to a minimum (see discussion above).
Direct damage or alteration to the habitat from researchers would be minor due to the research
proposal evaluation process and stipulations imposed through the SUP. However, some increase ininvasive plants is possible from ground disturbance and/or transportation of source seed on researchequipment and personnel, and rodents and disease organisms could potentially be transferred fromboots and trapping equipment. Likewise, there could be localized and temporary effects resulting in
direct impacts of vegetation trampling, collecting soil and plant samples, or trapping and handlingwildlife. Other potential, but localized and temporary, effects would include wildlife disturbance,
which is expected with some research activities. Researcher disturbance could result in altering
wildlife behavior. However, only research with reasonably certain short-term effects fromdisturbance would be permitted. Only the minimum of samples (e.g., water, soils, vegetative litter,
plants, invertebrates, tissue, etc.) required for identification and/or experimentation and statisticalanalysis would be permitted.
State and Federal collecting permits will also ensure minimal impacts to fish, wildlife, plants, andtheir habitats. A Section 7 consultation under the ESA will be required for activities that may affect afederally listed species and/or critical habitat.
At least 6 months before initiation of field work (unless an exception is made by prior approval of the
Refuge Manager), project investigator(s) must submit a detailed proposal using the format provided
in Attachment 1 to the Research CD. Project proposals will be reviewed by Refuge staff and others,
as needed, to assess the potential impacts (short-, long-term, and cumulative) relative to benefits of
the investigation to Refuge management issues and understanding of natural systems. This
assessment will form the primary basis for allowing or denying a specific project. Projects which
result in unacceptable Refuge impacts will not be found compatible and will not be approved.
If the proposal is approved, then the Refuge Manager will issue a SUP(s) with required stipulations(terms and conditions) of the project to avoid and/or minimize potential impacts to Refuge resources
as well as conflicts with other public-use activities and Refuge field management operations.
The combination of stipulations identified above and conditions included in any SUP(s) will ensurethat proposed projects contribute to the enhancement, protection, conservation, and management of
native wildlife populations and their habitats on the Refuge. As a result, these projects will help
fulfill Refuge purposes; contribute to the Refuge System mission; and maintain the biologicalintegrity, diversity, and environmental health of the Refuge.
Spread of invasive plants and/or pathogens is possible from ground disturbance and/or transportationof project equipment and personnel, but it will be minimized or eliminated by requiring propercleaning of investigator equipment and clothing as well as quarantine methods, where necessary. If
after all practical measures are taken an unacceptable spread of invasive species is anticipated tooccur, the project will be found not compatible without a restoration or mitigation plan.
There also could be localized and temporary effects from vegetation trampling, collecting of soil andplant samples, or trapping and handling of wildlife. Impacts may also occur from infrastructurenecessary to support projects (e.g., permanent transects or plot markers, exclosure devices,
Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

monitoring equipment, solar panels to power unattended monitoring equipment). Some level of
disturbance is expected with these projects, especially if investigator(s) enter areas closed to the
public and collect samples or handle wildlife. However, wildlife disturbance (including alteredbehavior) will be localized and temporary in nature. Where long-term or cumulative unacceptableeffects cannot be avoidable, the project will not be found compatible. Project proposals will be
reviewed by Refuge staff and others, as needed, to assess the potential impacts (short, long-term, andcumulative) relative to benefits of the investigation to Refuge management issues and understandingof natural systems. This assessment will form the primary basis for allowing or denying a specificproject.
Public Review and Comment:This determination was issued for public review and comment as part of the Hakalau Forest NWR
Draft Comprehensive Conservation Plan and Environmental Assessment between August 16, 2010September 15, 2010. An open house was held and written comments were solicited from the publicduring this period for the CCP via news release, website posting, extensive mailing as well as e-maillist, and circulation of Planning Update 3. No public comment was received on this compatibility
determination.
Determination:___

Use is Not CompatibleX

Use is Compatible with Following Stipulations

Stipulations Necessary to Ensure Compatibility:
Conditions have changed since the original MOA was established. This compatibility determination
establishes a basis for the operation of a field station on the grounds of the Refuge. The uses
described here are conditional upon the development of a new Memorandum of Agreement or
Cooperative Agreement that is acceptable under current Refuge System standards. The previous
MOA expired on October 24, 2009. A current, fully executed MOA must be in place at all times forthis use to be permitted by the Refuge Manager. Any new MOA needs to be revised to include, but
not limited to, the following conditions:
The field station will be operated solely for the purpose of conducting environmental, conservation,
biotic, climatic, and management studies that will assist the Service in accomplishing the objectives
for which the Refuge was established.
1. Most of the Refuge is not open to the public, therefore access to the Field Station is restricted
and subject to Service approval. Access codes for entry to the Refuge may change from time
to time and will be provided by the Refuge as needed. Standard notification for visitsscheduled by permit holders to the Refuge is 7 days from the time of anticipated use. The UH
will maintain a log of visitors to the facility stating name, affiliation, contact information,
vehicle identification information, and purpose for the visit, citing relevant SUPs, project orcoordination needs. The Refuge Manager or his /her agent will be provided with this

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

information upon request or, at a minimum, within 30 days of the end of each calendar year
(January 30).
2. The UH shall have the use of a site approved by the Service for operation and maintenance ofa biological field station at no cost to the Service. The site consists of an existing facility used
under prior (expired) agreement as a research station located on Refuge land within the
Administration Site for the Refuge as identified on the approved site plan.
3. It is expressly agreed by the parties that the UH is solely responsible for the cost of themaintenance of the field station, pursuant to the terms of this permit. Continued maintenanceof and related operating expenses for the facility subsequent to occupation is to be borne by
the designated unit of the UH. The Service will not be responsible for capital costs for future
construction or additional maintenance expenses that may occur as a result of this SUP.
4. Use of the field station and all use of premises outside such buildings located on the Refuge
will be coordinated with and subject to the approval of the Refuge Manager and will becompatible with Refuge objectives and operation. Individual research projects will requireapproval and issuance of SUPs by the Refuge Manager.
5. Use of the field station will be limited to scientists, professors, students, volunteers, and UH
officials and others designated to conduct authorized research and educational programs on
the Refuge or official purposes related to facility operations and coordination with the
Refuge. No unapproved guests are authorized on the Refuge at any time.
6. The UH shall develop a policy for assigning residency at the field station by mutual
agreement with the Refuge, and priority shall be given to those individuals and projects
conducted on the Refuge. This policy shall include acceptable provisions for accommodating
visiting scientists and other authorized professionals who are not associated with the
University (e.g., visiting scientists and students) on a space available basis. Access to the
Refuge and use of the facility for offsite researchers, contractors, interns, etc., is not
authorized by this permit.
7. The Service shall at all times have the right of access to the land and facilities covered by thispermit. The Service, owing to site and space limitations, may by prior arrangement with UH,
occasionally reserve the field station for meeting space for official business (e.g., internal or
partnership meetings) and may arrange use of the dorm/kitchen when Service cabins are fulland space is available.
8. At the discretion of the Refuge, the field station may not be available to any person who is
not in good standing with the Refuge due to noncompliance with the Refuge SUP conditions.
9. Permittee agrees that all users of the facility agree to comply with all Federal, State, andCounty laws and Refuge regulations applicable to the Refuge and the UH’s occupancy anduse of the land and facilities.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

10. All research and study projects undertaken by UH that involve the use of the Refuge must be
approved in advance by the Refuge manager. Applications for a SUP require a completed
research/management study proposal.
11. Permittee agrees to take such soil and resource conservation and protection measures
including weed control, on the land covered by this Agreement as the Refuge Manager may
request.
12. Permittee agrees to pay the United States the full value for damages to the lands or otherproperty of the United States caused by UH, its officers, employees, students, interns andagents, and to hold the United States harmless against any liability not caused by negligenceor intentional acts of Service employees for damages to life, person, or property arising fromUH that it is legally empowered to do so under the laws of the State of Hawai‘i, including but
not limited to Chapters 661 and 662, Hawaii Revised Statutes, and subject legislative
appropriation.
13. Permittee agrees to provide the use of the Station’s catchment tank water supply to theCounty of Hawai‘i, State of Hawai‘i, and Service firefighters for emergencies involving
wildland and structural fire suppression efforts.
The MOA between the Service and UH requires Refuge Manager approval of individual research
projects based out of the field station. Residential use of the field station is limited to scientists,
professors, students, volunteers, and UH officials conducting activities determined by the Refuge
Manager to benefit the Refuge. The Refuge Manager will ensure all operations of the field station
remain compatible with the purpose for which the Refuge was established.
Permits will be issued for all research activities conducted from the field station and will list theconditions the Refuge manager determines necessary to ensure compatibility. The MOA between the
Refuge and UH for operation of the field station may be terminated at any time for noncompliancewith MOA conditions. The MOA may be modified, redesigned, or terminated upon determination by
the Refuge Manager that field station activities exceed MOA parameters or are causing unanticipatedadverse impacts to wildlife, wildlife habitat, approved priority public uses, noncompliance with
Special Use Permit conditions, or other Refuge management activities.
Special conditions to protect fragile Refuge habitats will be incorporated. These include taking
precautions to prevent the introduction of nonnative plants and insects to the Refuge. Vehicles, boots,
clothing, and equipment must be cleaned and inspected for seeds, eggs, and larvae prior to entry to
the Refuge. Cutting or clearing vegetation is not permitted. Other conditions prohibit fires andrequire the removal of all trash.
If the proposed research methods would impact or potentially impact Refuge resources (habitat or
wildlife), it must be demonstrated that the research is essential (i.e., critical to the survival of a
species; Refuge lands provide the only or critical habitat for a species; contributes significantly tounderstanding of impacts from climate change; or assessment and/or restoration after cataclysmic
events), and the researcher must identify the issues in advance of the impact. Highly intrusive ormanipulative research is generally not permitted in order to protect native bird populations.

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

All SUPs will have a definite termination date. Renewals will be subject to Refuge Manager review
and approval based on timely submission of and content in progress reports, compliance with SUP
stipulations, and required permits. Other stipulations and provisions would include the following:





















Potential researchers must submit a written, detailed research proposal to the Refuge Manager at
least 6 months prior to start of field work. The required proposal format would be provided toresearchers (see Attachment 1 to the Research CD);
Researchers are responsible for acquiring and/or renewing any necessary State and Federal
permits prior to beginning or continuing their project;
A Section 7 consultation under the ESA would be required for research activities that may affecta federally threatened, endangered, or proposed species;
Research that does not involve birds generally will only be allowed outside of the breeding
season of avian species, unless it can be demonstrated that there likely will be no impact to those
breeding species. If a research project can only be conducted during the breeding season, suchstudies will only be permitted where there are specific protocols to minimize disturbance;
Research will adhere to scientifically defensible protocols for data collection, where available
and feasible;
Approved research projects will be conducted under a Refuge-issued Special Use Permit which
will have additional project-specific stipulations;
Annual or other short-term Special Use Permits are preferred; however, some permits will be alonger period, if needed, to facilitate the research. All Special Use Permits will have a definite
termination date. Renewals will be subject to Refuge Manager review of research data, status
reports, compliance with compatibility determination and permit stipulations, and other permits;
If unacceptable impacts or issues arise or be noted by the Refuge staff, then the Refuge Manager
can suspend/modify conditions/terminate on Refuge research that is already permitted and in
progress;
Research progress reports are required at least annually, and final reports are due within 1 year of
the completion of the project, unless negotiated otherwise. The minimum required elements for a
progress report will be provided to investigator(s);The Refuge staff will be given the opportunity to review draft manuscript(s) from the project
before being submitted to a scientific journal(s) for consideration of publication;
The Refuge staff will be provided with copies of raw data (preferably electronic database format)
at the conclusion of the project;
The Refuge staff will be provided with copies of all publications developed from Refuge research
projects;
The Service and the Refuge will be appropriately cited and acknowledged in all written and oralpresentations resulting from the research on the Refuge;
Where appropriate, the Refuge staff reserves the right to be coauthor(s) on any reports or
publications resulting from the study conducted on the Refuge. Authorship is appropriate where
justifiably based upon participation in the project over the course of implementation occurs (e.g.,field work, data analyses, summary of findings);
Upon completion of the project or annually, research sites must be cleaned up to the Refuge
Manager’s satisfaction and all physical markers removed. For long-term projects, conditions forclean up and removal of equipment and physical markers would be stipulated in the Special Use
Permit;All samples collected on Refuge lands are the property of the Service even while in thepossession of the investigator(s). Any future work with previously collected samples not clearlyAppendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan







identified in the project proposal will require submission of a subsequent proposal for review andapproval. In addition, a new SUP will be required for additional project work;
Investigator(s) and support staff will follow all Refuge-specific regulations that specify accessand travel on the Refuge;
At any time, Refuge staff may accompany the researchers;
Only projects which have no effect or will result in not likely to adversely affect determinations
will be considered compatible;
After approval, all projects also will be assessed during implementation to ensure impacts andconflicts remain within acceptable levels; andProjects which are not covered by the CCP or subsequent stepdown plans may require additional
NEPA documentation.

Justification:
Operation of the UH field station at the Refuge can contribute to the achievement of the Refuge
purpose and the mission of the Service. Research performed by UH faculty and students and otherresearch partners expands understanding of the unique wildlife, diverse native habitats, management
programs, and mission of Hakalau Forest NWR and the Refuge System.
Because the aforementioned MOA contains specific conditions for minimizing adverse effects to
Refuge resources associated with operation of the field station, it is anticipated that wildlife
populations will find sufficient food resources and resting places such that their abundance and use of
the Refuge will not be measurably lessened from these activities. The relatively limited number ofindividuals expected to be adversely affected from these activities will not cause wildlife populations
to materially decline, the physiological condition and production of native wildlife species will not be
impaired, their behavior and normal activity patterns will not be altered dramatically, and theiroverall welfare will not be negatively impacted. Allowing field station operations to occur withstipulations will not materially detract or interfere with the purposes for which the Refuge wasestablished or the Refuge System mission.
Mandatory 10- or 15-year Reevaluation Date:____________ Mandatory 15-year reevaluation date (for wildlife-dependent public uses)_____X______ Mandatory 10-year reevaluation date (for nonwildlife-dependent public uses)
NEPA Compliance for Refuge Use Decision (check one below)___Categorical Exclusion without Environmental Action Statement___Categorical Exclusion and Environmental Action Statement_X Environmental Assessment and Finding of No Significant Impact___Environmental Impact Statement and Record of Decision

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

References Cited:
U.S. Fish and Wildlife Service. 1994. Memorandum of Agreement between the University of
Hawaii and the U.S. Fish and Wildlife Service for the Construction and Maintenance of a BiologicalField Station at the Hakalau Forest National Wildlife Refuge, Hawaii County, Hawaii.

Appendix B: Appropriate Uses and Compatibility Determinations

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix C. Plan Implementation
Overview
The Comprehensive Conservation Plan proposes numerous projects to be implemented over the next
15 years. Implementation of the CCP will require increased funding, which will be sought from avariety of sources. This plan will depend on additional congressional allocations, partnerships, andgrants. There are no guarantees that additional Federal funds will be made available to implement
any of these projects. Other sources of funds (both public and private) will need to be obtained.
Activities and projects identified will be implemented as funds become available. The 5-year
intervals column indicates the Service anticipating implementation during the first, second, and third
5-year period of the 15-year life of the CCP (e.g., 2015, 2020, 2025).
Many of these projects are included in either the Refuge Operational Needs System (RONS) or
Service Asset Maintenance and Management System (SAMMS), both of which are used to document
funding needs and request funding from Congress. The RONS database tracks proposed new projects
to implement the CCP to meet refuge goals and objectives and legal mandates. The SAMMS
database documents and tracks repairs, replacements, and maintenance of facilities and equipment.
Smaller proposed projects will be implemented as funding allows, and funding will be sought forthese projects through a variety of resources and partnerships.

Monitoring
Monitoring activities will be conducted on a percentage of all new and existing projects and activities
to document wildlife populations and changes across time, habitat conditions, and response to
management practices. General monitoring activities are discussed in Chapter 2 under Goal 6, as well
as existing monitoring activities summarized in Appendix L. Additionally, under each objective in
Chapter 2, attributes have been identified that serve as monitoring indicators.
Monitoring of CCP implementation is addressed in the last section of this appendix.

Costs to Implement CCP
A. One-time and recurring costs
The following sections detail both one-time and recurring costs for various projects. One-time costs
reflect the initial costs associated with a project, such as the purchase of equipment, contracting
services, construction, etc. Recurring costs reflect the future operational and maintenance costs
associated with the project. The following tables primarily document projects with a physicallyvisible, trackable “on-the-ground” component, such as public use and management facilities andstructures, habitat restoration, research, and monitoring and surveys. The scope and costs for“administrative” activities such as MOAs, reporting, and establishment of partnerships are difficult toestimate in advance and thus are not accounted for in the tables below. Cost estimates are in 2010
dollars and do not account for future inflation and other anticipated rising costs.

Appendix C. Plan Implementation

C-1

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

One-time costs are project costs that have a start-up cost associated with them, such as purchasing a
new vehicle for wildlife and habitat monitoring, or designing and installing an interpretive sign.
Some are full project costs for those projects that can be completed in 3 years or less. One-time costs
can include the cost of temporary or term salary associated with a short-term project. Salary forexisting and new positions, and operational costs, are reflected in operational (or recurring) costs.
Funds for one-time costs will be sought through increases in Refuge base funding, special projectfunds, and grants. Projects listed below show one-time costs, such as those associated with building
and facility needs including offices, road improvements, or new signs. One-time costs are also
associated with projects such as habitat restoration, invasive plant and animal control, and research.
Operational costs reflect Refuge spending of base funds allocated each year. These are also known asrecurring costs and are usually associated with day-to-day operations and projects that last longer
than 3 years. The CCP will require increased funding for new or expanded public uses and facilities,
habitat restoration and conservation activities, and new monitoring needs. The table below includes
operational expenditures such as supplies, utilities, and maintenance costs. Project costs include
seasonal staff needed year after year to accomplish each project; these staffing costs are not isolated
in this table but are included as part of the entire project cost. Staffing costs are addressed in table C4 later in this appendix.
Note that for the implementation timeline, priority is not indicated by the 5-year interval identified. If
a strategy is identified for implementation in the first 5-year interval, this does not indicate priority,
but rather fiscal and logistical realities that allow for that activity to occur the first 5 years.
Additionally, some strategies are sequential and depend on other strategies or may require additional
planning (e.g., step-down plans) before they can be implemented, thereby moving them into thesecond or third 5-year interval segments. Also note that additional explanatory text for activities
identified in tables C-1 and C-2 can be found under sections outlining maintenance costs andpartnering projects.
Funding for the Refuge in FY2010 was $1,168,098.

Table C-1. One-time Costs Related to CCP Implementation.
Activity

Fence construction:
KFU fenced (15 mile fencing
including 15 ft wide fuel breaks)
HFU units 9 and A-F

Site-specific fencing to protect
endangered plant populations at
both units

C-2

5-yearCCP
intervals: Goals
2015,
2020, 2025
One-time Cost

Cost Estimate

Potential fundsource2015

1-2$1,246,097

In-hand (R1/ENG)

2020

3-5

•

DM, 1113(ES)

2020

1,3

Unit 9:$334,000;• Units A-F, TBD
KFU: $25,000

DM, 1113 (ES)Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Activity

5-yearintervals:
2015,
2020, 2025
2020

CCP
Goals

Cost Estimate

Potential fundsourceConstruct fence to protect Carex
bog habitats where feasible at
HFU
Construct fence for 15-acre2015
grassland breeding for nēnē at Pua‘ĀkalaSpecies and Habitat restoration and protection:
Removal of existing abandoned
2015
fence and other former ranchdebris at both units
Land acquisitions at both units to2025
enhance Refuge purposes
Site preparation for outplanting to 2015
restore montane mesic koa forest
Install excluder device to control
2015
the impact of turkeys on koa
seedlings and improve planting
survival
Surveys, inventories, and monitoring:
Inventory and map lava tube and2015
skylight communities at KFUInventory vegetation communities 2020
at HFU
Develop an updated vegetation
2020
cover map for both units
Inventory streams and stream
2020
corridors at HFU
Inventory endemic species in all2020
aquatic habitats
Survey extent and number of bogs 2020

3

TBD

1113(ES)5$45,000

1113(ES)1, 3

DM, 1113(ES)1, 3, 412.12 mi barbed
fence at HFU:
$230,500$12-20 million

3

TBD

TBD

3

$75,000

1113(ES)

2

TBD

1113(ES)

3

TBD

1113(ES)6

TBD

USGS, IPIF

4

TBD

6

TBD

4

TBD

USGS, WatershedPartners
USGS, WatershedPartners
USGS

Inventory endemic species in allforest habitats
Inventory plants, invertebrates,
vertebrates at both units
Develop early detection and rapid
response monitoring to identify
new or spread invasive plant
problems
Inventory endemic species,
subfossil remains, and cultural

2020

6

USGS

2020

6

Plants: $260,000
Animals: TBD
TBD

2015

6

TBD

ISST

2015

6

TBD

RONS, USGS

Appendix C. Plan Implementation

LWCF

USGS

C-3

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Activity

resources associated with lava
tube and skylight ecosystems at
KFU
Identify pest plant and animal
species presence, distribution,
abundance, and trends
Develop a soil survey map
Evaluate known/potential Refuge
cultural resources and historicsites
Conduct a comprehensive cultural
resources investigation of bothunits
Threat mitigation:
Remove all ungulates, nonnative
mammalian predators, and dogs
and cats at both units
Establish a fire prevention
program (includes signage,education, fire closure criteria) at
both units
Control or eradicate invasiveplants at both units

5-yearintervals:
2015,
2020, 2025

CCP
Goals

Cost Estimate

2015

6

TBD

1113(ES)

2020

6

n/a

NRCS (in process)

2020

8

TBD

1263

2020

8

TBD

1263

2015

1-5

TBD

1113(ES)

2020

1, 3

TBD

1263

2025

1, 2, 3

build 600 sq ft
storage building formaterials $100,000
Research (note additional projects in partnering projects section):
Investigate methods for forest
2020
6
TBD
regeneration and reforestation
techniques
Conduct research to determine
2020
6
TBD
arthropod abundance
Conduct research to determine
2020
6
TBD
species-specific thresholds for
disturbances from Refuge uses
such as outplanting and bird
watching activities
Conduct an investigation to
2020
6
TBD
identify and quantify avian andplant disease issues
Research demography, life2015
6$340,000
history, carrying capacity, andcompetition for native forest birds

C-4

Potential fundsource

ISST, USFS, 1262

USFS
USGS
1113(ES), USGS

1113(ES), USGS
1113(ES), USGS

Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Activity

Support research to determine
ecological parameters for‘ōpe‘ape‘aComplete global climate change
impacts assessment for the Refuge
Facilities development:
Establish native plant nursery at
field camp site at KFU
Expand native plant nursery atadministration site at HFUDevelop 0.3-0.5 mile wildlife trailwith interpretive signs andassociated parking area on theUpper Maulua Tract
Public Use:
Develop interpretive brochures
Develop and expand interpretive
programming relative to cultural
resources and historic sites
Coordinate with County, State,
and NGO partners for offsite
environmental education
opportunities, including Kīpuka
21

Appendix C. Plan Implementation

5-yearintervals:
2015,
2020, 2025
2020

CCP
Goals

Cost Estimate

Potential fundsource6

TBD

1113(ES), USGS

2020

6

TBD

PICCC

2020

1

$35,000

1113(ES), PEPP

2015

3

$14,000

1113(ES), PEPP

2020

7

$77,757 (signs andkiosk)

1263, Friends ofHakalau Forest(NFWF),VFE

2015

7

TBD

2020

7

TBD

1263, Friends ofHakalau Forest(NFWF), 8081,VFE
1263, 8081, VFE

2020

7

$30,000

CCS, NFWF,
1113(ES)C-5

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table C-2. Recurring Costs Related to CCP Implementation.
Activity

5-year
CCP
Cost Estimate
Potential fundintervals: Goals
source2015,
2020, 2025
Operational (Recurring) Costs
Note that cost estimate = annual costs and Year 2025 indicates ongoing for 15 years
Threat mitigation:
Control or eradicate invasive2025
1-5$150,000 annual;
USFS Forest Health,plants at both units$200,00 every 5th
USFWS/ISST, 1113
year;(ES), 1261,1262
Control or eradicate pest animals
2025
1-5$250,000/year
USFS Forest Health,(e.g., ungulates, invertebrates,
USFWS/ISST,1261,
cats/dogs, rats, mongooses, etc.)
1113(ES)at both units
Conduct hazardous fuels
2025
1, 3
TBD
9264, 1262
treatment to reduce threats fromwildland fires at both units
Maintain fire prevention program
2025
1, 3
$ 40,000/year
1262, USFS Forest(includes fuel breaks and
Health, 9264
education) at both units
Conduct annual surveys for
2025
1-5$35,000/year
USFS Forest Health,invasive species
USFWS/ISST(absence/presence and percent
cover) at both units
Conduct surveys for pest animals
2025
1-5
TBD
USFS Forest Health,such as ungulates, nonnative
USFWS/ISST,1261,
mammalian predators,
1113(ES)
invertebrates, cats and dogs at
both units
Species and Habitat restoration and protection:
Outplanting endangered plants at
2025
1, 3
$15,000/year
USFS Forest Health,both units
USFWS/ISST, 1261,
1113(ES)
Outplant common native plants
2025
1, 3
$10,000/year
USFS Forest Health,for reforestation and restoration at
USFWS/ISST, 1261,
both units
1113(ES)
Research: note additional projects in partnering projects section
Surveys, inventories, and monitoring:Continue annual Hawai‘i Forest
2025
Bird Surveys
Survey for endemic invertebrates2025
at HFU ponds

C-6

1-6

TBD

USGS and partners

4

TBD

1261,1113(ES)Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Activity

Test water quality for reduced
levels of disease, sediments,
contaminants (e.g., fecal coliform)
Annual transect surveys tomonitor species and habitat
response to management actions
Monitor nesting density andsuccess of nēnē
Monitor plant and animal disease(e.g., ‘ōhi‘a rust, koa wilt, avian
malaria and pox)
Monitor global climate change
parameters (e.g., temperature,
CO2, etc.)
Monitor public uses (e.g.,
disturbances)
Investigate and monitor
endangered plant propagation andoutplanting strategies
Conduct surveys to determine roleof predators in native flora andfauna abundance
Public Use:
Administer volunteer program anddevelop partnerships to support
nursery and outplanting program
within 7 years at KFUMaintain volunteer program at
HFU
Provide 35-40 weekend-longservice opportunities with partnerorganizations
Maintain annual open house

Appendix C. Plan Implementation

5-yearintervals:
2015,
2020, 2025
2025

CCP
Goals

Cost Estimate

Potential fundsource4

TBD

1261,1113(ES)

2025

1-6

TBD

1261,1113(ES)

2025

6

$35,000/year

1261,1113(ES)

2025

6

TBD

1261,1113(ES)

2025

6

TBD

1261,1113(ES),
PICCC

2025

6

TBD

1261,1113(ES)

2025

6

TBD

1261,1113(ES)

2025

6

TBD

1261,1113(ES)

2017

1

$15,000/year

1263,8081, VFE

2025

7

$150,000/year

1263, 8081, VFE

2025

7

See above

1263, 8081, VFE

2025

7

$3,500/year

1263, 8081, VFE,
GrantsC-7

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Activity

5-yearintervals:
2015,
2020, 2025

CCP
Goals

Cost Estimate(numbering =priority level)

Potential fundsource2025

1-5

See deferred
maintenance tablebelow for some cost,
others TBD

DM

2025

All
goals

See deferred
maintenance tablebelow for some cost,
others TBD

DM

2025

All
goals

$90,000/year

1261,1262,1263

Facilities maintenance:
Maintain (include both repair andreplacement costs) existing fences(45 miles in units 1-8), new fences(KFU and units A-F at HFU),
endangered plant exclosures,
Carex bog fencing; 15 acre nēnē
breeding site
Maintain existing structures(roads, parking area, trail,
signage, cabins, nurseries,
bunkhouse, power supply
building, garage, storage sheds,
equipment storage building,utilities, vehicles
Maintain administrative office(rent, computer equipment,utilities, etc.)

B. Maintenance costs
The maintenance need over the next 15 years is defined as funds needed to repair or replace building,equipment, signs, facilities and other structures. Maintenance includes preventative maintenance,
cyclical maintenance, repairs, replacement of parts, components, or items of equipment, adjustments,
lubrication, cleaning of equipment, painting, resurfacing, rehabilitation, special safety inspections,and other actions to assure continuing service and to prevent breakdown. Maintenance costs include
the maintenance “backlog” – maintenance needs that have come due but are yet unfunded, as well as
the increased maintenance need associated with facilities and infrastructure.
The facilities and maintenance currently associated with Hakalau Forest NWR include managementof (unpaved) roads, parking area, cabins, nursery, bunkhouse, power supply building, garage, storage
sheds, equipment storage building, and utilities. Proposed new facilities and infrastructure include aninterpretive walking trail, parking area, signage (for interpretive, Refuge welcome and identification, andfire purposes), and an additional nursery at KFU as well as expanded nursery at HFU.
Maintenance costs comprised approximately 28 percent of the total FY2010 Refuge budget.

C-8

Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table C-3. Deferred Maintenance and Construction Projects.
Rank
Project
Capital Improvement
1 Construct a fence to exclude cattle and pigs from the 1,800-acre Middle
Maulua Feral Ungulate Management Unit (Unit 9). Approximately 32,000 ft
of fence is required. Cattle and pigs will be removed from the exclosure toenable recovery of native vegetation as habitat for six species of endangered
plants and provide optimal habitat for eight species of endangered birds andthe endangered ‘ōpe‘ape‘a.
2 Construct clear directional and entrance signs and a kiosk with welcoming
and orienting information to meet public use standards for visitors. The kiosk
will provide a map and visitor orientation information on the Service’s
mission, Refuge goals, Refuge wildlife, and habitat management. This
Refuge receives between 1,500-3,500 visitors per year but currently has no
visitor facilities.
3 A contractor will be hired to fence 1,800-acre North Lower Maulua Unit to
exclude ungulates. Approximately 42,000 ft of fence is required. Ungulates
will be removed from the exclosures to enable recovery of native vegetationas habitat for six species of endangered plants and provide optimal habitat foreight species of endangered birds and the endangered ‘ōpe‘ape‘a.
4 A contractor will be hired to fence 1,800-acre South Lower Maulua Unit to
exclude ungulates (Figure 2-1). Approximately 23,000 ft of fence is required.
Ungulates will be removed from the exclosures to enable recovery of native
vegetation as habitat for six species of endangered plants and provide optimal
habitat for eight species of endangered birds and the endangered ‘ōpe‘ape‘a.
5 Construct a 600 square ft hazardous materials and fuel storage building forsafe storage of materials such as paint, pesticide, and petroleum projects. The
structure will reduce fire hazards and increase safety.
6 A contractor will be hired to fence seven new management units (Figure 2-1)
totaling 13,200 acres to exclude ungulates. Approximately 199,000 ft offence is required. Ungulates will be removed from the exclosures to enable
recovery of native vegetation as habitat for six species of endangered plants
and provide optimal habitat for eight species of endangered birds and theendangered ‘ōpe‘ape‘a.
Deferred Maintenance
1 Rehabilitate 6.45 miles of fence surrounding the Shipman Feral Ungulate
Management Unit. The fences exclude ungulates from native rain forest thatprovides habitat for eight endangered bird species, the endangered‘ōpe‘ape‘a, nine species of endangered plants, and a wide diversity of other
Hawaiian plants and animals.
2 Rehabilitate 2.38-mile Frog Pond Road, which provides access to portions of
the Shipman and Upper Honohina Management Units. The project will
provide all-weather access to facilitate wildlife and habitat management
efforts such as fence maintenance, pig control, weed removal, population
monitoring, biological research, and tree planting that will benefit
15 endangered species.

Appendix C. Plan Implementation

Estimated
Cost$

334,000$

77,757$

482,000$

264,000$

100,000$

697,000$

140,000$

321,900

C-9

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Rank

Project

3 Rehabilitate 2.5-mile Alleyway Road, which provides access to the Upper,
Middle, and Lower Honohina Units and the northern portion of the Middle
Hakalau Unit. Repairs will provide all-weather access to maintain upland
habitat in desired condition by facilitating critical wildlife and habitat
management efforts such as fence maintenance, pig control, weed removal,
population monitoring, biological research, and tree planting that will benefit
15 endangered species.
4 Rehabilitate 4 miles of eroded dirt road that provides access to the upper
portions of the Pua ‘Ākala, Hakalau, and Honohina Tracts. Repairs will
provide all-weather access to maintain upland habitat in desired condition byfacilitating wildlife and habitat management efforts such as fence
maintenance, pig control, weed removal, population monitoring, biologicalresearch, and tree planting that will benefit 15 endangered species.
5 Rehabilitate the 2.1-mile fence surrounding the Pua ‘Ākala Feral Ungulate
Management Unit. The fence will exclude ungulates from 500 acres of
upland native rain forest habitat used to maintain populations of eight
endangered bird species, the endangered ‘ōpe‘ape‘a, and nine species ofendangered plants.
6 Rehabilitate 0.6 miles of road on a private lands easement to allow access to
the KFU. Repairs will provide all-weather access to maintain upland habitat
in desired condition by facilitating fence maintenance, ungulate control, weed
removal, and wildlife population monitoring, which will help lead to therecovery of 17 endangered species.
7 Remove 12.12 miles of abandoned barbed wire fences on the HFU. These
fences were erected during the ranching operations of previous landowners.
They are all in poor condition and no longer functional. The fences impede
access by staff engaged in weed and ungulate control, interfere with tree
planting and wildlife viewing by visitors, and are a safety hazard when thewire becomes hidden by grass or tangled in vegetation.
8 Rehabilitate dilapidated 115-year-old Pua ‘Ākala Cabin and outbuilding topreserve the historic structures. A November 2002 Architectural Survey by
the National Park Service contractors concluded that Pua ‘Ākala Cabin andoutbuilding are eligible for the National Register of Historic Places and that
immediate steps should be taken to prevent further deterioration.
9 Rehabilitate 1.87-mile Hakalau Stream Road, which provides access to themidsection of the Shipman Management Unit. Repairs will provide allweather access to maintain upland habitat in desired condition by facilitating
fence maintenance, pig control, weed removal, population monitoring,
biological research, and tree planting to benefit 15 endangered species.
10 Rehabilitate 2.87 mile Nauhi Road, an eroded dirt road that provides accessto Nauhi Cabin and 3 management units. Repairs will provide all-weather
access to facilitate critical wildlife and habitat management efforts such as
fence maintenance, pig control, weed removal, population monitoring,
biological research, and tree planting to benefit 15 endangered species.

C-10

Estimated
Cost$ 319,300$

511,700$

120,100$

56,500$230,500$

583,400$

341,000$

378,000

Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Rank

Project

11 Replace the photovoltaic system located in the Battery Building, which isused to generate electric power for eight Refuge-owned structures. The
building itself is in good condition, but the photovoltaic subsystem isdeteriorating and becoming increasingly unreliable. The photovoltaic
subsystem directly supports activities that benefit endangered species.
12 Rehabilitate 1.69-mile Pua ‘Ākala Road, which provides access to themidsection of the Pua ‘Ākala Management Unit. Project will provide allweather access to facilitate critical wildlife and habitat management efforts
such as fence maintenance, pig control, weed removal, population
monitoring, biological research, and tree planting that will benefit 15
endangered species.
13 Rehabilitate 0.36-mile Honohina Cut-off Road, which provides access to themidsection of the Upper Honohina Management Unit. The project will
provide all-weather access to facilitate critical wildlife and habitat
management efforts such as fence maintenance, pig control, weed removal,
population monitoring, biological research, and tree planting, which will
benefit 15 endangered species.
14 Repair 1 mile of Kona Forest’s 4,800 ft road to provide daily and emergency
access for staff. This project will provide all-weather access to facilitate
critical wildlife and habitat management efforts such as endangered species
recovery, fence maintenance, ungulate control, weed removal and population
monitoring.
15 Rehabilitate 2.7-miles of Pedro Road, which provides access to themidsection of the Shipman Management Unit. The project will provide allweather access to facilitate critical wildlife and habitat management efforts
such as fence maintenance, pig control, weed removal, population
monitoring, biological research, and tree planting which will benefit
15 endangered species.
16 Repair Hakalau staff residence at the Administrative Site by repainting. The
structure is a single-story, wood-frame building. The project will repaint theexterior walls, window frames, doors, decks, railings, and steps to protect
them from the harsh weather. The staff residence provides housing andoperation support for staff involved in habitat recovery work for native andendangered species.
17 Rehabilitate Biological Resources Discipline Cabin. The cabin needs to be
painted and plumbing fixtures (i.e., sink, shower and toilet) need to be
replaced. The cabin is occupied by researchers, contractors, and volunteers
who control nonnative species, repair fences and facilities, plant trees, andconduct biological surveys to recover 15 endangered species and conserve
native plants and animals.
18 Rehabilitate 1.9-mile Nobriga Road, which provides access to the midsectionof the Upper Maulua Management Unit. Project will provide all-weather
access to facilitate wildlife and habitat management efforts such as fence
maintenance, pig control, weed removal, population monitoring, biologicalresearch, and tree planting that will benefit 15 endangered species.

Appendix C. Plan Implementation

Estimated
Cost$
68,800$210,163$

65,700$437,144$

239,832$

27,000$27,099$270,033

C-11

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Rank

Project

19 Rehabilitate 1.16-mile Halfway Road, which provides access to themidsection of the Upper Maulua Management Unit. The project will provide
all-weather access to facilitate wildlife and habitat management efforts suchas fence maintenance, pig control, weed removal, population monitoring,
biological research, and tree planting that benefit 15 endangered species.
20 Rehabilitate 0.3-mile Freddy’s Pond Road, which provides access to themidsection of the Upper Maulua Management Unit. The project will provide
all-weather access to conduct critical wildlife and habitat management efforts
such as fence maintenance, pig control, weed removal, population
monitoring, biological research, and tree planting that benefit 15 endangered
species.
21 Rehabilitate 1.45-mile Bottom Road, which provides access to the midsectionof the Upper Maulua Management Unit. The project will provide all-weather
access to facilitate critical wildlife and habitat management efforts such as
fence maintenance, pig control, weed removal, population monitoring,
biological research, and tree planting that benefit 15 endangered species.
22 Rehabilitate 1.01-mile Maulua/Piha Road, which provides access to theUpper Maulua Management Unit. The project will provide all-weather accessto facilitate critical wildlife and habitat management efforts such as fence
maintenance, pig control, weed removal, population monitoring, biologicalresearch, and tree planting that benefit 15 endangered species.
Road Improvement Projects
Condition assessment for Maulua Road (Rte. 100) based upon inventory of
4/21/2004 found the road to be in poor condition. Cost estimate to correct
deficiencies in the 0.41 miles of road.
Assessment was performed on Asset #10042056 (Pua ‘Ākala Road).
Assessment Documents are located at Regional Office. Material cost was$524,385. Labor cost was $0. Total item cost was $524,385. Repair total was$524,385. Assessor notes said FHA condition rating poor.
FHWA condition assessment for Administrative Access Road (Rte. 102)
based upon inventory of 4/7/2004 found the parking area to be in poor
condition. Cost estimate to correct deficiencies in the 0.34 miles of road.
Conduct CCA on Asset #10042145 (Hakalau greenhouse loop road).
Assessment was performed on 4/21/2004 and Assessment Documents arelocated at Regional Office. Material cost was $179,870. Labor cost was $0.
Total item cost was $179,870. Repair total was $179,870. Assessor notes said
FHA condition rating poor.
Conduct CCA on Asset #10042102 (Pua ‘Ākala cabin road). Assessment was
performed on 4/21/2004 and Assessment Documents are located at Regional
Office. Material cost was $243,008. Labor cost was $0. Total item cost was$24,3008. Repair total was $243,008. Assessor notes said FHA condition
rating poor.
FHWA condition assessment for Pua ‘Ākala Parking (Rte. 900) based upon
inventory of 4/14/2004 found the parking area to be in fair condition. Costestimate to correct deficiencies in the 7,564 sq. ft of parking area.

C-12

Estimated
Cost$ 206,077$

54,900$180,318$

179,430$

494,628$

524,385$434,856$

179,870$

243,008$

8,849

Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Rank

Project
FHWA condition assessment for New Housing Parking (Rte. 902) based
upon inventory of 4/7/2004 found the parking area to be in fair condition.
Cost estimate to correct deficiencies in the 4,396 sq. ft of parking area.
FHWA condition assessment for Housing Parking (Rte. 903) based upon
inventory of 4/7/2004 found the parking area to be in fair condition. Costestimate to correct deficiencies in the 9,002 sq. ft of parking area.
FHWA condition assessment for Greenhouse Parking (Rte. 904) based upon
inventory of 4/7/2004 found the parking area to be in fair condition. Costestimate to correct deficiencies in the 4,134 square feet of parking area.

Estimated
Cost
$
5,144
$

10,531$

4,134

D. Staffing
Necessary staffing as projected by the Service’s National Staffing Model generated 15 positions for
Hakalau Forest NWR (Big Island NWR Complex). The existing, core-funded staff is only 7;
therefore the Refuge is 8 additional positions under necessary conditions to effectively fulfill current
obligations and agreements based on anticipated workload with the existing land base of
38,030 acres. Dedicated staffing for the KFU was initially established after acquisition and latereliminated years ago due to legal disputes over access to Refuge lands. Some previously establishedpositions were temporarily reassigned and not returned. Access issues have since been resolved andwork on the KFU, starting with boundary clearing, has resumed using staff stationed at Hilo.
However, given the long distance to KFU (it takes 2.5 hours one-way from Hilo), this further
stretches available Refuge staff resources as KFU activities come on line, compromising the successof efforts to date such as greenhouse operation, ungulate control, and invasive species control efforts,
with less time spent at HFU. Restoring staffing levels to a “critical mass” to also manage the KFU isa key aspect of our planning effort. The additional staffing would provide increased coordination
with other Federal, State, and local agencies, neighboring landowners, and local communities;
additional capacity to conduct biological inventory, monitoring, and research; improved maintenancecapability for visitor facilities and Refuge buildings; visitor safety and law enforcement to reduce
wildlife disturbance; environmental education and interpretation of Refuge resources; and invasive
species control.
The table below outlines permanent staffing needs considered core to implementing the CCP(numbering does not indicate priority). The table outlines salary/benefits for each position. These
costs are considered recurring (annual) costs. For 2010, projected staffing costs for full-time and term
employees were expected to comprise 86 percent of the base budget although significant staff
turnover and resulting salary savings resulted in only 67 percent of the base being used for staffing
during the fiscal year.

Appendix C. Plan Implementation

C-13

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Table C-4. Current and Proposed Staffing to Implement CCP*.
Staff position
GS & grade
Annual cost
Funding source(salary &benefits)
1. Refuge Manager
GS-13$127,922 1261,1263
2. Deputy Refuge Manager
GS-12$110,557 1261,1263
3. Wildlife Biologist
GS-12$107,570 1261
4. Horticulturist
GS-11$ 87, 254 1261
5. Maintenance Supervisor
WS-4$ 84,737 1262
6. Maintenance Worker Leader WG-8
$ 73,917 1262
7. Administrative Officer
GS-9$ 76,241 1261,1263
8. Park Ranger/Volunteer
GS-5/7/9$117,598 FY10-1992
Coordinator (HFU)
9. Maintenance/Pest Control
WG-5/6$84,583 FY08-5988
Worker (HFU)
10. Maintenance/Pest Control
WG-5/6$84,583 FY08-5971
Worker (HFU)
11. Maintenance/Pest Control
WG-5/6$84,583 FY08-5989
Worker (HFU)
12. Maintenance Worker
WG-5/6$84,583 FY08-5989(HFU)
13. Wildlife Biologist/GIS
GS-9/11$142,274 FY08-6703
14. Budget Technician
GS-5/6$77,165 FY08-6702
15. Wildlife Refuge Specialist
GS-9/11$142,000 FY08 5965
16. Maintenance/Pest Control
WG 5/6$84,583 FY08-6709
Worker (KFU)
17. Maintenance/Pest Control
WG 5/6$84,583 FY08-5990
Worker (KFU)
18. Maintenance/Pest Control
WG 5/6$84,583 RONS
Worker (KFU)
19. Park Ranger/Volunteer
GS-5/7/9$120,000 RONS
Coordinator (KFU)
20. Visitor Services Specialist
GS-5/7$90,000 RONS
21. Wildlife Biologist (KFU)
GS-5/7/9$120,000 FY08-5965
22. Park Ranger/Law
GS-5/7/9$120,000 FY10-1292
Enforcement (HFU)
23. Park Ranger/Law
GS-5/7/9$120,000 FY10-1293
Enforcement (KFU)
24. Office AssistantGS-4/5$65,000 RONS
25. Fuels Specialist (Fire)
GS-9/11$142,000 RONS
26. Horticulturist
GS-11$142,000 RONS*

Shaded cells indicate positions that are currently approved and filled. Highlighted
cells indicate permanent full time positions needed under current management(based on the National Staffing Model). Italicized positions indicate additional
staff required to implement the CCP.

C-14

Appendix C. Plan Implementation

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Partnering Projects
Current funding at Hakalau Forest NWR cannot meet all management needs. As a result, we rely on
working with various partners to assist with implementation. The projects identified below arepotential research and resource management actions and opportunities proposed by partnerorganizations and academic investigators as well as include Service database projects currently used
for budget purposes. If pursued, these projects will be opportunistically pursued through internal andexternal funding sources. Following is a brief list of unranked projects which could assist the Refuge
with implementing portions of its CCP. Adaptive approaches to meeting our funding needs will beapplied throughout the plan period to achieve Refuge objectives.
A) Forest bird survey training workshop

To support goal six and objective “annual transect surveys to monitor species and habitat
response to management actions,” funding is needed to host and coordinate a forest bird
survey/training workshop to increase the number of qualified forest bird surveyors available tomonitor population trends of these endangered species. With projected climate change impacts
expected to severely affect Hakalau Forest NWR birds and habitats, it is essential to improve ourcollective capacity to document and detect gradual changes and trends in populations. The highelevation old growth koa/‘ōhi‘a forests at Hakalau are largely considered one of the best remaining
refugia for these species.
Based on results of a forest bird workshop held in October 2008, the need for replacing older, moreexperienced observers who have retired or are soon to retire from the field with a younger or
expanded cadre of capable field biologists to carry on decades of specialized survey efforts is anacute crisis that needs to be addressed. Hakalau Forest NWR is uniquely situated to host such an
exercise due to its complement of endangered birds, available facilities on site to train and houseparticipants, long-history of established bird transects and readings, and ease of transportation to andfrom airport facilities. This would be an interagency initiative with invitations to USGS-BRD, theService, DOFAW, UH, USFS, nongovernmental organizations, and private sector specialists in
Hawaiian bird conservation, as well as nominated/sponsored trainees with basic field proficiencies all
participating. Appropriate species experts would conduct the training. Funding would be available tosupport travel needs of participants, training equipment, materials, and supplies in the field. The
desired outcome would be to increase the number of available forest bird monitors/surveyors inpartner agencies and organizations and spur the potential for the next generation of forest bird experts
to take over this essential function.
Cost estimate: $57,000B) Population dynamics and viability of ‘ākepa and other species in Hakalau Forest NWR:
Influences of management, environmental factors, and potential nonnative competitors
Identify changes in trends of Hakalau birds with best available models. Evaluate the best models toestimate trend and viability of monitored Hakalau birds using stochastic models. Evaluate uncertainty
in estimates of trend and viability metrics and partition this variation into its sources, including
model form, estimation method, parameter estimation, etc., to assist managers in reducing
uncertainty in viability predictions. Set up viable population monitoring (VPM) for managers tomonitor changes in short-term viability of Hakalau birds. Evaluate methods for improving

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predictions of models, including habitat characteristics, oceanic condition indices, weather,predator/parasite indices, global climate change forecasts, etc. Cluster spatial locations surveyed
across each of the reforested pastureland, open forest, and closed forest regions for reanalysis asspatial replicates to estimate dynamics of Hakalau birds using the best models identified.
Estimate the magnitude of the effect of increasing abundance of Japanese white eyes on ‘ākepa overthe past 20 years by applying the best available models to annual population estimates for both
species in closed forest and open forest regions of the Refuge. Evaluate effects of habitat restoration
using best models above applied to spatial replicates identified above.
Organize, train, supervise, and provide logistical support for observers. Conduct and analyze paired
observer variable circular plot survey to obtain unbiased abundance estimates for endangered, nativeand nonnative bird species occupying upper elevation newly reforested abandoned pasture lands andmid-elevation open forest and closed forests of Hakalau NWR.
Cost Estimate: $140,000
C) Foraging ecology and competition among native and nonnative forest bird species at
Hakalau Forest NWR
A detailed knowledge of feeding ecology is important to the conservation of Hawaiian forest bird
populations and their habitats. Recent studies have indicated that populations of many feeding
specialists have declined historically, in part because food webs have been disrupted by nonnative
species. A wide range of nonnative species have been identified as potential competitors forimportant foods of Hawaiian forest birds; nevertheless, much attention has focused on the role ofnonnative bird species, particularly the introduced Japanese white-eye, which is a widespread andgeneralist forager.
Studies have inferred the existence of competition between native forest birds and Japanese whiteeyes through analyses of population distributions, demographic changes, or reductions in juvenile
sizes and weights of native species. Claims that the foraging behavior of Japanese white-eyes andnative bird species overlap sufficiently to be causing food limitation, leading to a severe decline in
numbers of ‘ākepa at Hakalau Forest NWR need to be further evaluated. A quantitative evaluation of
the degree of overlap between forest bird species in foraging behavior or the use of resources will be
useful in this evaluation.
Preliminary analyses of fecal samples from Hakalau Forest NWR indicate relatively little overlap
between native and nonnative bird species in the use of arthropod prey (U.S. Geological Survey
unpublished data). Additional research is needed on the foraging behavior of bird species. In
particular, it is important to determine the degree of overlap in the use of habitat types, plant species,
and foraging substrates (e.g., foliage, small branches, large branches, etc.). Results from these studies
will help managers evaluate threats from nonnative species and assess their options for protecting
populations of endangered bird species.
Research will identify the means by which forest bird species at Hakalau Forest NWR obtain foodover time and space, determine how bird species partition resources, and directly assess the extent towhich species may compete for food due to overlapping niche requirements. This research will
evaluate overlap among species in the use of:1.
habitat types (e.g., old-growth forest, planted koa stands, other plantings);
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2.
3.
4.
5.

plant species (e.g., canopy tree species, understory species, rare species);
foraging substrates (e.g., foliage, branches);
foraging maneuvers (e.g., gleaning, probing); andfood types (e.g., nectar, fruit, arthropods).

To investigate forest bird foraging behavior, we will first identify the most effective methods forobserving birds and scoring their behavior. Bird behavior will be recorded while narrating behavioral
events. Recorded sessions will be transferred to computers and behaviors will be scored later for
analysis. Both methods require close tracking of individual birds under conditions that frequently
make bird behavior difficult to interpret; nevertheless, videography offers at least the promise ofbeing able to review questionable behaviors multiple times, whereas without it, the observer’s initialinterpretation is the final interpretation.
Appropriate criteria for distinguishing habitat types across Hakalau will be established. Old-growthforest (both ‘ōhi‘a and mixed ‘ōhi‘a-koa), planted stands of koa, and patches of other planted species(e.g., Clermontia pyrularia, Cyanea shipmanii) will be determined. Each observation will begeoreferenced using GPS, and forest community structure and composition will be characterized.
Foraging data will be collected near established bird survey stations to relate the foraging behavior ofparticular species to the historical values of the frequency of occurrence and abundance of the sameor other species.
Plants species on which birds are foraging will be recorded. The foraging height of birds in the forest(e.g., canopy, subcanopy, and understory) would also be noted along with the species of tree, shrub,or epiphyte in which the bird is feeding. Substrates on which birds are foraging would be designatedby various categories, including foliage, terminal branches (i.e., twigs), medium branches (< 3 cm
diameter), large branches, and trunks. Finally, a characterization of the types of foods being
exploited, including nectar, fruit, and arthropods is required.
Cost Estimate: $50,000/year, $200,000 totalD) Avian disease distribution and climate change

To support Goal 6 and objective “monitor plant and animal disease (e.g., ‘ōhi‘a rust, koa wilt,
avian malaria and pox)”, a related subset of this strategy is research into climate change and avian
disease distribution at Hakalau Forest NWR. Avian disease and their mosquito vectors have not beensampled at the Refuge since 1999. More than 300 native and nonnative birds were sampled at highelevation Nauhi Camp, and mid-elevation Maulua and Pua ‘Ākala in 1998 and 1999 for avian
malaria, and detailed mosquito surveys were conducted at mid-elevation sites. This baseline data on
disease prevalence provides a reference point for measuring changes in malaria prevalence underchanging climatic conditions. Since that time a temperate mosquito, Aedes japonicus, has become
established on the island and malaria prevalence has increased elsewhere in the islands.
Cost Estimate: TBD
E) Climate change assessment and development of management options for endangered
species on NPS and Service lands in Hawai‘i
In supporting the development of Land Protection Planning and related species/habitat researchunder goals 1, 5, and 6, working with the Pacific Islands Climate Change Cooperative will be key.

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The effects of climate change on Hawaiian ecosystems and species is considered a significant
priority by land management agencies in Hawai‘i. This project seeks to provide land managers with
the information they need to manage their biological resources. USGS recently completed a climate
model for the Hawai‘i region to:• Map the predicted 2100 AD distributions of important management species from Haleakalā
National Park and Hakalau Forest NWR (e.g., endangered species, forest dominants, and key
invasive species);• Assess the impacts of climate change on these species; and• Develop options for land managers to mitigate the effects of climate change on endangered
species and their habitats.
Recent USGS funded regional climate models provide the basic physical inputs that will be used tomodify existing species distribution models and then predict future potential distributions forendangered Hawaiian plants and birds. Future and current distributions of each species will becompared. Each species will be independently assessed to determine the relative risk that a changing
climate poses to it. Options to mitigate or minimize these risks will be developed and assessed fortheir likelihood of succeeding. Land management scientists will be integral members of the researchteam. The resulting maps of species distributions, risk assessments, and potential management
options will be directly applicable to the management of these two areas and those responsible formanagement of the target species. Land and species managers of adjacent state and private lands will
also benefit from these results. This study is directly relevant to the National Climate Change andWildlife Science Center charge, USGS Science Strategy, the DOI climate change strategy, Service
needs, and National Park Service needs.
This project will assess the impacts of climate change to Federally threatened and endangered species
in two, highly-significant biodiversity reserves: Haleakalā National Park on Maui and Hakalau Forest
NWR on the Island of Hawai‘i. Following the assessment, the project will focus on developing
mitigation options and then evaluating their likelihood of success. Land managers from these twoareas have identified a number of key information needs.
The primary issues of concern for Hakalau Forest NWR deal with how endangered and native
species are affected by changing temperature and rainfall patterns and how avian disease
distributions and prevalence change as climate changes. Additional issues of concern include how
climate change will impact the spread of invasive weeds as well as change fire cycle regimes.
To address key management and information needs the project will focus on three major areas:
1. Use a recently completed statistical downscaled climate change projections for the Hawai‘iregion to predict the 2100 AD potential distributions of species of management concern;
specifically:a. All Federally endangered plants and birds known from Haleakalā National Park (24 species)
and Hakalau Forest NWR (12 species);b. Additional Federally endangered plants known from areas adjacent to Haleakalā National
Park (11 species) that are likely to have new habitat created in the Park;c. Key forest dominants for Haleakalā National Park (4 species) and Hakalau Forest NWR(4 species);
d. Key invasive species that pose threats to Haleakalā National Park and Hakalau Forest NWR(6 species); andC-18

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Comprehensive Conservation Plane. ‘I‘iwi, a nonendangered but recently declining endemic forest bird, shared by Haleakalā
National Park and Hakalau Forest NWR.
2. Assess how predicted climate changes are likely to affect the habitat and population viability of
Haleakalā and Hakalau’s endangered species and other management species.
3. Work with Haleakalā and Hakalau to develop management options for land managers to mitigate
the effects of climate change on their species and habitats.
Expected Products:• Updated moisture availability base layer for the islands of Maui and Hawai‘i;• Species distribution maps for all threatened and endangered species, forest dominants, acommon flagship bird species, ‘i‘iwi, and key invasive species threats for Haleakalā National
Park and Hakalau Forest NWR;
• Maps will show three spatially explicit types of habitat:o Currently unsuitable habitat that becomes suitable by 2100AD;
o Current habitat that remains suitable in 2100 AD; ando Current habitat that becomes unsuitable by 2100 AD;• Assessment of each species and its habitat with respect to physical or land use barriers tomigration/colonization;• Assessment of the potential for endangered species from adjacent properties to move on to
Park and Refuge lands; and• Comparison of potential management options with respect to their ability to provide for therecovery of listed species.
Cost Estimate: 3 years @ $273,000 (average cost/yr). Total funding needed: $818,000
F) Conduct endangered and threatened plant survey, HFU
Some of the rarest plants in the world are known from the eastern slopes of Mauna Kea including
Hakalau Forest NWR. Very little of the Refuge has been adequately surveyed for rare plants.
Currently, 18 rare plant species, including endangered, threatened, and species of concern, are known
from the Refuge’s 33,000 acres. Botanists will conduct rare plant surveys in unsurveyed areas of the
Refuge. Rare plant locations will be gleaned from existing data and maps from the Hawai‘i Forest
Bird Surveys. Plants will be plotted using a hand held GPS unit, inputted into ArcView data base andmapped. Due to the higher plant diversity and greater numbers of rare plant species, the survey will
begin in the Middle and Lower Maulua and the Lower Honohina Units of the Refuge to determine
locations of rare plants on the Refuge and recommend means to protect them from the destructive
forces of feral ungulates and rats. Once found, the plants can be propagated and outplanted to assist
in the recovery of the species. Conduct/contract for a rare plant search/survey, especially for midelevation portions of the Refuge, focusing initially on the Middle Maulua Unit.
Cost Estimate: $260,000G) Invasive weed control and monitoring efforts at Hakalau Forest NWR
This proposal requests $150,000 annually for 5 years to continue control efforts for Florida
blackberry and other invasive weed species at Hakalau Forest NWR. A 5-year management plan iscurrently in preparation to facilitate multiyear funding for this program. The funds will be used toAppendix C. Plan Implementation

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contract for labor and equipment and to purchase herbicide to spray blackberry and other invasive
species. Backpack sprayers will be used to spray patches of blackberry scattered throughout theforest. The contractor will also be asked to provide a tractor-mounted spray rig (with two spraywands) for use on larger patches located in more accessible areas within the grasslands and upperedge of the forest. The Refuge will direct the contractor where to spray, provide herbicide, provide
water at minimal distance to the operational area, and do everything possible to maximize efficiency.
Concurrently, Refuge staff will continue their blackberry control efforts (spray application ofherbicide, pig control and reforestation) at similar levels to those of the past few years. Outlying
blackberry colonies will receive highest priority for eradication. As the periphery is controlled, theeffort will constrict inward toward the core infestation, where blackberry patches reach their greatest
size and density.
Monitoring will consist of continuing annual weed and ungulate surveys on established transect lines.
Every fifth year a more intensive survey methodology will be applied to assess control efforts andmake adaptive adjustments to the control approach. Progress of the blackberry eradication effort will
be monitored though annual weed and ungulate surveys using established transect methods. Grosschanges in distribution and abundance will be monitored through collection of presence/absence anddensity data within a contiguous series of 5 x 10 meter plots along the 17 transects. This will
maintain the continuous series of data collected annually since 1995 and sporadically before that
date. Continued funding for weed and ungulate surveys will be essential through the planning period,
beginning in FY2010 and beyond.
Six endangered bird species (‘akiapōlā’au, Hawai‘i ‘ākepa, Hawai‘i creeper, ‘io, nēnē, and koloa
maoli) the endangered ‘ōpe‘ape‘a, six endangered plant species, and the diverse assemblage of othernative plants and animals that inhabit the Refuge will all benefit from blackberry and other invasive
weed species control efforts. Endangered and native plants will experience reduced competition forspace, light and nutrients. Areas currently occupied by blackberry and other invasives will berecolonized by native plants that provide food and habitat for the native animals and plants theRefuge is mandated to protect. The absence of thorny blackberry thickets will facilitate fence
maintenance, tree planting efforts, and the ability of staff and visitors to walk and work in the forest.
The biodiversity and health of the native forest community will increase.
A weed control program will be established on the Kona Forest Unit to promote restoration of theforest understory to benefit native wildlife species. Intensive weed monitoring and control efforts at
the Kona Forest Unit will require resources that are not currently available. It is hoped that during theplan period resources can be obtained that will make the program viable on the Kona Unit modeledloosely on what has been done at the Hakalau Unit (i.e., use of staff, partner and contractor resources
as available).
Cost Estimate: $150K annually, $200,000 every 5th yearH) Predator exclusionary fence for nēnē nesting at Hakalau Forest NWR
Nēnē at Hakalau Forest NWR thrive well, except during breeding when predation on nēnē goslings
by cats, mongooses, and possibly ‘io has been a problem. The current fences in the area are notworking well. The fences are outdated, too small, and do not prevent predation. A 15-acre fenced
exclosure will be built using predator proof fencing materials to reduce predation by terrestrial
predators. Reproductive success is measured each year at Hakalau Forest NWR, and comparisons

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planbetween years will show changes in reproductive success once an exclusionary fence is installed. The
objective of this project is to minimize predation of nēnē goslings at the Refuge.
Cost Estimate: $75,000I) Fence Middle Maulua Unit at Hakalau Forest NWR
Construct a fence to exclude cattle and pigs from the 1,800 acre Middle Maulua Feral Ungulate
Management Unit (Unit 9). Approximately 32,000 ft of fence is required. The Middle Maulua Unit isconsidered by Refuge staff to be the highest priority for additional fencing on the Refuge and isconsistent with trying to remove ungulates from the next lowest elevation gradient on the Refuge as apriority for limiting forest bird exposure to mosquitos and thus avian malaria. Cattle and pigs will be
removed from the exclosure to enable recovery of native vegetation as habitat for six species ofendangered plants and provide optimal habitat for eight species of endangered birds and theendangered ‘ōpe‘ape‘a.
Cost Estimate: $334,000
J) Expand greenhouse capacity at Hakalau Forest NWR
Additional greenhouse space is needed to provide room for propagation and outplanting of rare
plants. A simple expansion of the existing greenhouse space is possible on an area already gradedand previously used for equipment and vehicle storage but now available for use due to completionof a maintenance storage building project in 2010. Expanding the greenhouse program will increase
carrying capacity for rare plants prior to outplanting on the Refuge.
Cost Estimate: $14,000K) Install rare plant exclosures on the Kona Forest Unit
The Kona Forest Unit is expected to be fenced in the immediate future with funding previously
obtained for the purpose. On the ground management in this area has thus far been minimal, but withaccess issues resolved and an approved fencing plan, immediate conservation gains may be realized.
Within the three management units that will have permanent fencing, smaller temporary exclosures(1-5 acre) specifically set up for outplanting appropriate rare plant species indigenous to the area canbe achieved by Refuge and partner organizations staff. As ungulate control efforts succeed in thearea, the need for these subexclosures will diminish over time and plantings can extend to the rest of
the Refuge unit.
Outplanting of propagules of geographically isolated individual(s) and/or population(s) found on
similar habitats, and consolidating these relics at protected sites, preserves genetic diversity(maximize founder representation) within the species and ensures demographic persistence andstability for each species. The mixing of as many relic founders as possible can potentiallyreintroduce genetic vigor (viability) back into a population that suffers from the effects of genetic
bottleneck (genetic drift).
The construction of several exclosure fences to exclude destructive nonnative animals is thenecessary first step in the protection and recovery of the proposed federally listed as well as the rare
to uncommon native Hawaiian plant species outplantings. The goal of these exclosure fences is topreclude nonnative animal ingress, thereby allowing the establishment of these outplantings enabling

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them to thrive within the protected units, ultimately providing a safe haven for these criticallyimperiled native plant species.
The Plant Extinction Prevention program (PEP) (formerly the Genetic Safety Net) operates under
several directives of which the chief directive is to secure seeds and/or cuttings (propagules) of therarest and most critically endangered native plant species regardless of their Federal status listing.
The most critically imperiled native plant species are ones that are currently known to have less than
50 individuals in the wild and are on-the-brink of extinction. Surveying, monitoring, and collecting
material for propagation from the remaining wild individual(s)/population(s) of PEP species are theprimary activities mandated by this program. The preservation of these species through collection,
storage and propagation ensures genetic representation for the future.
Another goal of this program is to ensure that these on the brink of extinction plant species areprotected from major threats in a manner consistent with Federal and State laws and regulations.
Working cooperatively and developing long term partnerships with the Hawai‘i Department of Land
and Natural Resources, National Park Service, U.S. Army, The Nature Conservancy, Three Mountain
Alliance, Kohala Watershed Partnership, and private landowners will help to identify potential
refugia and recommend (and provide) the implementation of conservation management actions(fencing, nonnative animal and plant removal, restoration, outplanting, and monitoring). These newly
identified protected sites can serve as the repatriation point sources that will ensure the long term
potential survival of these species.
Cost Estimate: $25,000
L) Investigate the impact of rats on forest birds and habitat and develop indices for
rat population monitoring and control methodology for the Refuge
Studies to investigate the impact of rat predation on forest birds at Hakalau Forest and developmentof appropriate site specific rat population indices and control measures for Hakalau are needed toassist refuge management in addressing this threat. Previous efforts have not been conclusive andrequire follow up. In addition, no exclosure design has been applied at Hakalau to assess the efficacyof rat control and exclusion as a means of enhancing nesting success for forest bird species.
Cost Estimate: $ 100K/year for 3 years
M) Remove invasive rats from an 1,000 acre area in Unit 2
Rats are known to be predators of native forest birds as well as waterbirds. They are also known toconsume native seeds. Removal of this threat will aid in recovery of these listed species as well as
inform on project L above.
Cost Estimate: $ 195,000 (FY08-6055)

Monitoring CCP Implementation
Successful implementation of this CCP relies on our ability to secure funding, personnel,
infrastructure, and other resources to accomplish the strategies identified. Monitoring of CCP
implementation has been described in part of the costs analysis above as well as part of the strategies
where a time element is identified. Additional ways in which the CCP implementation will be
integrated with existing Service processes include budget requests tied into CCP goals, objectives,
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Comprehensive Conservation Planand strategies (e.g., RONS, SAMM, etc.), workplans, staff performance evaluations, and continued
engagement with partners and the larger public who have helped to develop this CCP. Where
feasible, 5-year updates (possibly on the Refuge website or continuation of planning updates) can beconsidered. CCP implementation will also follow adaptive management per policy 602 FW 1 and
522 DM 1.
As part of implementing the CCP, step-down management plans have been identified. These plans
are the formulation of detailed plans for meeting goals and objectives identified in the CCP. All stepdown plans require appropriate NEPA compliance and implementation may require additional
permits. Project-specific plans, with appropriate NEPA compliance, may be prepared outside of thesestep-down plans. Step-down plans for the Refuge are as follows:
Step-Down Plans Identified in CCP Strategies:
Land Protection Plan
2011
Inventory and Monitoring Plan2013
Cultural Resources Management Plan
2014
Proposed Wilderness Study
2015
Visitor Services Plan
2020

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Appendix D. Wilderness Review for Hakalau Forest National
Wildlife Refuge
General Information on Wilderness Reviews
Wilderness review is the process used to determine whether or not to recommend lands or waters in
the Refuge System to the Congress for designation as wilderness. Planning policy for the Refuge
System (602 FW 3) mandates conducting wilderness reviews every 15 years through theComprehensive Conservation Planning (CCP) process.
The wilderness review has three phases: inventory, study, and recommendation. After first
identifying lands and waters that meet the minimum criteria for wilderness, the resulting wilderness
study areas (WSA) are further evaluated to determine if they merit recommendation from the Service
to the Secretary of the Interior for inclusion in the National Wilderness Preservation System(NWPS). Areas recommended for designation are managed to maintain wilderness character inaccordance with management goals, objectives, and strategies outlined in the final CCP until
Congress makes a decision or the CCP is amended to modify or remove the wilderness proposal. A
brief discussion of wilderness inventory, study, and recommendation follows.
Wilderness Inventory
The wilderness inventory consists of identifying areas that minimally meet the requirements forwilderness as defined in the Wilderness Act of 1964 (Wilderness Act). Wilderness is defined as anarea which:• Has at least 5,000 acres of land or is of sufficient size as to make practicable its
preservation and use in an unimpaired condition, or be capable of restoration to wilderness
character through appropriate management at the time of review, or be a roadless island;• Generally appears to have been affected primarily by the forces of nature, with the imprintof man’s work substantially unnoticeable;• Has outstanding opportunities for solitude or a primitive and unconfined type of recreation;and• May also contain ecological, geological, or other features of scientific, educational, scenic,or historic value. These features and values, though desirable, are not necessary for an area
to qualify as a wilderness.
Wilderness Study
During the study phase, lands and waters qualifying for wilderness as a result of the inventory arestudied to analyze values (ecological, recreational, cultural, spiritual, economic), resources (e.g.,
wildlife, water, vegetation, minerals, soils), and uses (habitat management, public use) within thearea. These values, resources, and uses are analyzed to determine whether the refuge can be managed
effectively to achieve its purposes while also preserving wilderness character. The findings of thestudy determine whether to recommend the area for designation as wilderness.
Wilderness Recommendation
Once a wilderness study determines that a WSA meets the requirements for inclusion in the NWPS, awilderness study report that presents the results of the wilderness review, accompanied by aLegislative Environmental Impact Statement (LEIS), is prepared. The wilderness study report andAppendix D. Wilderness Review

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LEIS that support wilderness designation are then transmitted through the Secretary of the Interior to
the President of the United States, and ultimately to the Congress for approval.
The following section summarizes the inventory phase of the wilderness review for the Hakalau
Forest NWR.

Wilderness Inventory
The wilderness inventory is a broad look at the planning area to identify WSAs. These WSAs areroadless areas within refuge boundaries, including submerged lands and their associated watercolumn, that meet the minimum criteria for wilderness identified in Sect. 2(c) of the Wilderness Act.
A WSA must meet the minimum size criteria (or be a roadless island), appear natural, and provide
outstanding opportunities for solitude or primitive recreation. Other supplemental values areevaluated, but not required. Three inventory units were identified in order to evaluate whether thelands and waters of Hakalau Forest NWR meet the minimum criteria for a WSA. These inventory
units are identified in Figures D-1 and D-2 as Inventory Unit A on the Kona Forest Unit (KFU) andInventory Units B1 and B2 on the Hakalau Forest Unit (HFU).
Note that management activities for wilderness areas can be conducted in a manner that maintains thewilderness character by using the minimal tools necessary to achieve Refuge purposes, as required
under the Wilderness Act and Service policy (610 FW 1-4, Wilderness Stewardship). For Hakalau
Forest NWR, this would include ongoing management activities such as fence construction,
inspection, and repairs, a variety of surveys, threat mitigation (e.g., ungulate removal, predator
control, invasive weed management, etc.), and outplantings. These activities currently occur ininventory unit B1 and are planned for inventory units A and B2.
Kona Forest Unit
Inventory Unit A consists of the entire KFU, which is located on the leeward slope of Mauna Loa.
The 5,300 acre Refuge supports diverse native bird and plant species as well as the rare habitats
found in lava tubes and lava tube skylights.
Hakalau Forest Units
1. Inventory Unit B1 includes the management Units that are located in the upper elevation andcontain the existing access roads and facilities. This unit contains approximately 9,000 acres andincludes all Refuge lands above approximately 5,000 feet elevation.
2. Inventory Unit B2 contains approximately 23,000 acres and includes all Refuge lands below
approximately 5,000 feet elevation.
Evaluation of Size Criteria for Roadless Areas, Roadless Islands, and Submerged Lands andAssociated Water Column
Identification of roadless areas, roadless islands, and submerged lands and associated water column
required gathering land status maps, land use and road inventory data, satellite imagery, aerial
photographs, and personal observations of areas within Refuge boundaries. “Roadless” refers to theabsence of improved roads suitable and maintained for public travel by means of motorized vehicles
primarily intended for highway use.
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Figure D-1. HFU wilderness inventory units.

Appendix D. Wilderness Review

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To preserve the quality of our figure, this side was left blank intentionally.

D-4

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Figure D-2. KFU wilderness inventory unit.

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To preserve the quality of our figure, this side was left blank intentionally.

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Inventory units meet the size criteria for a WSA if any one of the following standards applies:• An area with over 5,000 contiguous acres. State and private lands are not included in making
this acreage determination;• A roadless island of any size. A roadless island is defined as an area surrounded bypermanent waters or that is markedly distinguished from the surrounding lands by
topographical or ecological features;• An area of less than 5,000 contiguous Federal acres that is of sufficient size as to makepracticable its preservation and use in an unimpaired condition, and of a size suitable forwilderness management; or• An area of less than 5,000 contiguous Federal acres that is contiguous with a designatedwilderness, recommended wilderness, or area under wilderness review by another Federal
wilderness managing agency such as the Forest Service, National Park Service, or Bureau ofLand Management.
Inventory Unit A is approximately 5,300 acres, which is just above the minimum threshold forwilderness consideration. Large numbers of access road trails are used for Refuge management.
Although not suitable for public access, the road trails will be maintained and used to access thedifficult terrain that exists at the KFU. Inventory Unit A meets the minimum size criteria androadless as defined in the Wilderness Act does not apply. Therefore this unit meets this criteria for
Wilderness Study Area designation.
Inventory Unit B1 is approximately 9,000 acres. Large numbers of access road trails are used for
Refuge management. Although not suitable for access with standard vehicles, they are available tofour-wheel drive vehicles. The road trails will be maintained and used to access the HFU andadministrative site. Inventory Unit B1 meets the minimum size criteria and roadless as defined in the
Wilderness Act does not apply. Therefore this unit meets this criteria for Wilderness Study Area
designation.
Inventory Unit B2 is approximately 23,000 acres of roadless land. This unit meets the minimum size
and roadless criteria for Wilderness Study Area designation. Inventory Unit B2 meets the minimum
size criteria and roadless as defined in the Wilderness Act does not apply. Therefore this unit meets
this criteria for Wilderness Study Area designation.
Evaluation of the Naturalness Criteria
A WSA must meet the naturalness criteria. Section 2(c) of the Wilderness Act defines wilderness as
an area that “…generally appears to have been affected primarily by the forces of nature with theimprint of man’s work substantially unnoticeable.” The presence of ecologically accurate, historicallandscape conditions is not required. An area may include some manmade features and humanimpacts provided they are substantially unnoticeable in the unit as a whole. Human-caused hazards,
such as the presence of unexploded ordnance from military activity, and the physical impacts ofrefuge management facilities and activities are also considered in the evaluation of the naturalness
criteria. An area may not be considered unnatural in appearance solely on the basis of “sights andsounds” of human impacts and activities outside the boundary of the unit. The cumulative effects ofthese factors were considered in the evaluation of naturalness for each wilderness inventory unit.

Appendix D. Wilderness Review

D-7

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

In the wilderness inventory, specific manmade features and other human impacts need to be
identified that affect the overall apparent naturalness of the tract. The following factors were primaryconsiderations in evaluating the naturalness of the inventory units:
Inventory Unit A:• Field Camp;• Remnant ranch fences, galvanized pipes, corrals, and agricultural equipment;• High percentage of nonnative groundcover species;• Ungulates and other animal pest species; and• Gates, fences, and access road trails.
Inventory Unit B1:• Administrative site including, maintenance building, housing cabins, greenhouse with
outbuildings, powerplant building, weather ports, UH field station;• Remnant ranch fences, galvanized pipes, corrals, and agricultural equipment;• High percentage of nonnative groundcover species;• Ungulates and other animal pest species; and• Gates, fences, parking areas, and access road trails.
Inventory Unit B2:• Nonnative groundcover species, particularly at lowest elevations;• Ungulates and other nonnative animal pest species present; and• Remnant fences and gates left by previous owner.
Though in the CCP, removal of ranch debris has been identified as a strategy (which will improve thenaturalness of the area), inventory Unit A still contains numerous roadways, fences, gates, andadministrative field camp structures. This inventory unit does not meet the naturalness criteria.
Inventory Unit B1 is also a highly modified former ranchland area, containing stock ponds, corrals,
fences, nonnative tree plantings, administrative site buildings, and roadways. Water quality instreams and rivers has been degraded through the introduction of sediment, animal waste, anddiseases. This inventory unit does not meet the naturalness criteria.
Inventory Unit B2 contains remnant abandoned fences and gates that only slightly detract from thenaturalness of the Unit and are a minor component of the landscape. Vegetative growth has muted
any visual impact and these manmade structures are substantially unnoticeable in the area as a whole.
Removal of these features would promote restoration of the natural character of this Unit. Overall,
the forces of nature sculpt the forest resources of this Unit. The naturalness of the forest in the upper
elevations of unit B2 has been modified somewhat with regard to species composition by invasion of
cattle and pigs from adjoining areas. The understory and groundcover have been altered througheating and rooting by ungulates and has a groundcover that consists of mainly nonnative species.
There are areas of high rainfall that have been turned into mud wallows by pig rooting and soil
compaction from movement of cows and pigs. Water quality in streams and rivers may be degradedthrough the introduction of sediment, animal waste, and diseases (e.g., leptospirosis) caused byungulates damaging understory and groundcover plants. Nonnative mosquitoes breed in the standing
water in wallows created by pigs and spread avian malaria and pox to native bird populations thathave completely eliminated native forest bird populations below 4,500 ft. However, native forest
D-8

Appendix D. Wilderness Review

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planbirds in some areas are showing apparent signs of resistance to avian malaria and cases ofreoccupation of former habitat by native birds have been documented on the islands of Hawai‘i and
Moloka‘i. Using IPM strategies identified in this CCP, native forest ecosystem restoration can occur
over time. Therefore, while these invasive species attributes of inventory unit B2 currently detract
somewhat from the naturalness criteria, over time wilderness values associated with the naturalcharacter of this Unit can be improved through implementation of this CCP. This unit is considered
to meet the naturalness criteria.
Evaluation of Outstanding Opportunities for Solitude or Primitive and Unconfined Recreation
In addition to meeting the size and naturalness criteria, a WSA must provide outstanding
opportunities for solitude or primitive recreation. The area does not have to possess outstanding
opportunities for both solitude and primitive and unconfined recreation, and does not need to haveoutstanding opportunities on every acre. Further, an area does not have to be open to public use andaccess to qualify under these criteria. Congress has designated a number of wilderness areas in the
NWPS that are closed to public access to protect ecological resource values.
Opportunities for solitude refer to the ability of a visitor to be alone and secluded from other visitors
in the area. Primitive and unconfined recreation means nonmotorized, dispersed outdoor recreation
activities that do not require developed facilities or mechanical transport. These primitive recreation
activities may provide opportunities to experience challenge and risk, self reliance, and adventure.
These two opportunity “elements” are not well defined by the Wilderness Act but in most cases canbe expected to occur together. However, an outstanding opportunity for solitude may be present in anarea offering only limited primitive recreation potential. Conversely, an area may be so attractive forrecreation use that experiencing solitude is not an option.
Inventory Unit A has not been opened to the public and is unstaffed. The dangers associated with thelava tubes and lava tube skylights would focus use in road corridors and could considerably limit
opportunities for solitude, yet meet the recreation criteria of providing an opportunity to experiencechallenge and risk. Current construction of perimeter as well as internal fencing could impact
opportunities for solitude. Additionally, this unit is surrounded by working private ranches as well asa major highway which can impact opportunities for solitude (Unit A is about a mile wide at thenarrow configuration). Though not considered in this analysis, it should be noted future management
plans (when funding becomes available) could impact solitude as they include adding volunteer work
weekends, where groups of volunteers would help with management needs such as outplanting andinvasive weed work and ongoing management of the unit, which would require human presence toconduct fencing inspections and repairs, a variety of surveys for monitoring, and permitted research.
Therefore this unit does not meet the solitude criteria, but does meet the recreation criteria.
Inventory Unit B1 is currently open to the public under SUP or by reservation in Upper Maulua. The
reservation area is generally open to motor vehicles on the roads and hiking from pull-off areas.
Additionally this unit houses much of the Refuge management facilities such as a maintenancebuilding, housing cabins, greenhouse with outbuildings, powerplant building, weather ports, and UH
field station. As such, the recreational opportunities are neither primitive nor offer outstanding
opportunities for solitude.
Inventory Unit B2 has not been opened to the public. Public access is not a requirement forwilderness designation. Due to the naturalness of this unit and its isolation and difficult access, it
Appendix D. Wilderness Review

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

would provide for both primitive and unconfined recreation. Similar to unit A, planned management
actions for this unit would require human presence to conduct fencing inspections and repairs, avariety of surveys for monitoring, and permitted research. As such solitude could be impacted if
these management actions were implemented. However, given the vast acreage of this unit, suchactivity would likely go unnoticed. Therefore, this unit is considered to meet both the recreation andthe outstanding opportunities for solitude criteria.
Evaluation of Supplemental Values
Supplemental values are defined by the Wilderness Act as “ecological, geological, or other featuresof scientific, educational, scenic, or historic value.” Unit A contains unique lava tube and lava tube
skylight formations. In addition, it contains rare forest bird and native plant species. Units B1 and B2
contain rare species of forest bird and native plants. The ecological values of these units enhance thepotential wilderness characteristics.
Inventory Findings
Inventory units A and B1 do not meet the minimum criteria for consideration as a WSA (Table D-1).
Unit B2 meets the minimum criteria for wilderness and will be considered as a WSA. The study is
expected to take some time to complete. If unresolved before such time, the HFU WSA Inventory
Unit B2 will be included in the wilderness study conducted for all of the Hawaiian and PacificIslands NWRs at the completion of the CCP process for all refuges. The WSA will be consideredwith regard to this status as management actions are undertaken to improve the naturalness of thearea through control and/or removal of nonnative species and subsequent fencing projects. A
minimum requirements analysis will be used as part of the management planning for this area. As
explained above, the naturalness criteria are somewhat compromised at present due primarily tononnative species of plants and animals in the area. Expected management actions will improve thesequalities with regard to the habitat needs of native species and potential future wilderness
designation. Conversely, additional study may result in ultimately withdrawing the area fromconsideration.
Table D-1. Wilderness Inventory Summary.
Inventory Unit
A: Kona Forest
NWR (5,300
acres)(1) Has at least 5,000 acres ofroadless land or is of sufficient size
to make practicable its preservation
and use in an unconfined condition,or is a roadless island.
(2) Generally appears to have been
affected primarily by the forces ofnature, with the imprint of man’s
work substantially unnoticeable.
(3a) Has outstanding opportunities
for solitude.

D-10

Inventory Unit
B1:
Hakalau Forest
Unit (9,000
acres)

Inventory Unit
B2:
Hakalau Forest
Unit (23,000
acres)

Yes

Yes

Yes

No

No

Yes

No

No

Yes

Appendix D. Wilderness Review

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan(3b) Has outstanding opportunities
for a primitive and unconfined typeof recreation.
(4) Contains ecological, geologicalor other features of scientific,
educational, scenic, or historicvalue.
Parcel qualifies as a wilderness
study area (meets criteria 1, 2 & 3a
or 3b).

Appendix D. Wilderness Review

Inventory Unit
A: Kona Forest
NWR (5,300
acres)

Inventory Unit
B1:
Hakalau Forest
Unit (9,000
acres)

Inventory Unit
B2:
Hakalau Forest
Unit (23,000
acres)

Yes

No

Yes

Yes

Yes

Yes

No

No

Yes

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

D-12

Appendix D. Wilderness Review

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix E. Forest Bird Workshop Report
Report on U.S. Fish and Wildlife Service’s
Implementing Recovery for Endangered Forest Bird Species in Hawai‘i Workshop
Hilo, Hawai‘i
October 8-10, 2008
Background:
The U. S. Fish and Service (Service) has received contradictory information over the population
status of the Hawai‘i ‘akepa in a portion of the Hakalau Forest National Wildlife Refuge (Refuge) – a
major stronghold of the endangered Hawai‘i ‘akepa – over the last several years. It was deemednecessary to clarify the current status of the Hawai‘i ‘akepa and other endangered Hawaiian forest
birds at the Refuge for development of efficacious management alternatives in the 3-year
Comprehensive Conservation Plan (CCP) The Regional Director obtained the assistance of the U.S.
Geological Survey’s (USGS) Dr. J. Michael Scott in conducting a review of available information on
the Hawai‘i ‘akepa, and decided to hold a workshop with partner agencies, renowned forest bird
researchers, and statisticians to further expand this review.
Process:
Working with Dr. Scott, the eventual moderator of the workshop, employees in both the National
Wildlife Refuge System and Ecological Services programs of the Service prepared a draft agenda for
the workshop that included purposes and objectives, major discussion topics, potential speakers, etc.
From a group of invitees developed by the Service and USGS, volunteers to serve on a workshop
steering committee were selected. These individuals and their affiliations were:
1.
2.
3.
4.
5.
6.

Dr. Sheila Conant (Steering Committee Chair) University of Hawai‘i- Mānoa;Dr. Leonard Freed, University of Hawai‘i- Mānoa;Dr. David Leonard, Hawai‘i State Division of Forestry and Wildlife;
Dr. Loyal Mehrhoff, USGS-BRD;
Dr. J. Michael Scott, USGS-BRD; andGina Shultz, Deputy Field Supervisor, FWS-Ecological Services Honolulu Office.

The steering committee pared down the agenda from a broader scope in terms of both geographic
area and species to focusing on the endangered Hawaiian forest birds found at the Refuge. It was
hoped that although focusing on the Refuge, much of the information shared at the workshop would
be applicable to these species throughout their ranges and to the broader Mauna Kea and Hawai‘iIsland ecosystems or forest bird survey methodology in general. Originally development of a stepdown work plan for the Recovery Plan for Endangered Hawaiian Forest Birds was an objective, butwith the narrowing of the workshop focus it was decided that the Refuge CCP would capture most of
those actions for these species in that geographic area.
The final workshop purposes and objectives were:Appendix E. Forest Bird Workshop ReportE-1

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

1) Identify and prioritize management needs and activities, including research, at Hakalau
Forest National Wildlife Refuge to recover endangered Hawaiian forest birds;
2) Incorporate identified needs and activities in the Hakalau Forest 15-year Comprehensive
Conservation Plan; and
3) Extrapolate Hakalau-specific information to the broader Mauna Kea area and othergeographic areas and bird species and suites of birds as appropriate.
The final workshop agenda is included at the end of this report for reference. This report was sharedwith all meeting participants on October 24, 2008, for 2 work weeks for their concurrence for
accurate representation of their contributions and overall outcomes.
The major points or conclusions of each presenter are as follows:
Day 1 – October 8
Stieglitz: Meeting outcome will provide products that will assist in setting management alternative
priorities for the Refuge CCP. The products from the workshop will include a ‘white paper report’from the workshop, an action plan, and a summary evaluation from the participants. The products
will be sent to the participants for review and evaluation.
Bohan: Protection, reforestation, and restoration are vitally important for endangered plants andanimals found on refuges. Adaptive management, research, and partnerships will provide the refuge
with input and information needed to protect endangered species. The CCP will provide a plan for
the future direction of management of endangered species at the refuge and provide avenues forstaffing and funding to accomplish the management actions. The refuge is interested in andcommitted to obtaining input from other agencies and the public in the development andimplementation of the CCP.
Pratt: “Population status of threatened and endangered forest birds in Hawai‘i” Hawai‘i’s native
forest birds have suffered great losses over the last 200 years with almost 50 species lost to extinction
due to habitat loss, predation, competition, and avian disease. Mosquito-borne avian diseases havealmost completely eliminated native forest birds below 1500 meters on all islands, making highelevation habitat essential to protecting forest birds. The Refuge contains critically important highelevation habitat. The Hawai‘i Interagency Data Base Program team (USGS-BRD) has analyzed
forest bird survey data collected on all of the Hawaiian Islands since 1976. These data show thatthroughout the State there is one consistent theme: forest bird populations in managed areas arestable or increasing; forest bird populations in nonmanaged areas are stable or decreasing.
Scott: Conservation in Hawai‘i has been building on a foundation of research and management overthe last 30 years to protect endangered species and prevent extinctions. Because of its isolation andprogress in the field of conservation, Hawai‘i is the “window to the future” for endangered species.
Important tools are needed to move forward (research, habitat restoration). It is of utmost importanceto get the research information to the people that make funding decisions. Policy changes will allow
for funding for research that is needed to make management decisions on a temporal and landscapescale.

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Appendix E. Forest Bird Workshop Report

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Camp: “Densities and trends in Hakalau Forest Birds” The Refuge was established in 1985 to protect
native forest birds and their habitat. Refuge forest bird surveys were conducted between 1987 and2007. The USGS-BRD Interagency Database Program team analyzed all Refuge forest bird survey
data using a Bayesian approach to log linear regression. They tested for changes in bird densities in 3
study areas: previously heavily grazed middle elevation forest, upper elevation pasture that wasreforested and lower elevation relatively intact forest. They found that densities of the ‘elepaio andthe endangered ‘akiapola‘au and creeper increased in the middle area forests. All other forest bird
species showed stable trends in the middle area with no evidence of decline as seen elsewhere in
Hawai‘i. Trends for alien birds were also stable except for the house finch, which is declining.
However, short term trajectories for some native species (‘elepaio, ‘amakihi, ‘akepa, ‘i‘iwi, and‘apapane) at middle elevations from 1999-2007 showed a decline, whereas the Japanese white-eye
showed a stable to increasing trajectory. At lower elevations creeper and ‘akepa showed increasing
trajectories, and densities have declined for the other native species. In the upper pastures densities
increased for three common native species--‘amakihi, ‘i‘iwi, and ‘apapane--and two alien species—
Japanese white-eye and house finch. We advise caution on relying on short-term trajectories toassess population status. These trends show some of the first results of habitat improvement forforest birds in Hawai‘i. Also, 1) There was no change in detectability for ‘akepa or ‘amakihi overthat time span, 2) long term population trends for all native species in forested areas showed no
decreasing trends, and 3) Hawai‘i ‘akepa showed stable to increasing densities over the study time
period. Additional analytical techniques, such as species habitat models and spatial pattern analysis
should also be used in the future.
Freed (I): “Chewing lice and competition from Japanese White eye are synergistically starving every
native species at Hakalau Forest NWR” Food competition from an increasing population of
introduced Japanese white-eyes in the Pua ‘Ākala area, and the resultant increase in chewing lice,
have synergistically increased food requirements and reduced food levels for all native birds at theRefuge. All life history parameters of ‘akepa (fledgling mass, bill length, fat levels, feather
degradation, call rates, breeding success, sex ratio of young, juvenile survival, and adult survival )have become significantly lower, making the population non-viable as reflected in a shift in lambda
to significantly less than one. The ‘akepa at the 1650 m site, with lowest number of white-eye, still
appears to be viable based on fledgling mass. Mist-netting data show that the white-eye is replacing
the ‘akepa at elevations between 1900 and 1770 m. The decline became more severe between 20062008 at these elevations, which represent the former site of highest density of the ‘akepa on the
Refuge. There are also changes in numbers and begging behavior of the endangered Hawai‘i
Creeper. Control of white-eye numbers is essential to reverse the decline of the ‘akepa and otherforest birds.
Freed (II): “When Methodologies collide: Issues of scale, assumptions of models and appropriate
analysis” Two study sites on the Refuge appear to be at different stages of effects by Japanese whiteeyes. No decline in ‘akepa has been detected at the Pedro study site as occurred at the Pua ‘Ākala
study site after 2005. Pedro previously had a much lower density of ‘akepa associated with lower
number of big trees with cavities for nesting. Based on mist-netting in the 1990’s, ‘akepa and whiteeye appeared to be at comparable density. Survey of birds during March 2008 revealed more whiteeye than ‘akepa. More Japanese white-eyes, or longer exposure to the same increase in white-eyes,
might be necessary to generate the same competitive effect observed in higher density areas such as
Pua ‘Ākala. The early stages at Pedro may be revealed by the absence of calling by ‘akepa and matefeeding observed in silence. The Pedro site might be especially important for determining if there isAppendix E. Forest Bird Workshop ReportE-3

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plana delayed response to white-eye increase in lower density ‘akepa populations that may be previously
limited by cavities more than food.
VCP methodology is based on numerous assumptions. Some of these assumptions may be being
violated, which may lead to misleading conclusions. Fixed plot surveys may be more accurate than
VCP. With any statistical analysis, violation of assumptions of a model can lead to erroneous results.
One problem involves scale. A decline in one section of the refuge, analyzed separately, may not beapparent when the refuge is analyzed as a whole. Analyses should be performed for separate
portions of the Refuge, especially where endangered birds used to be common.
Gorreson: “Time series analysis of spatial patterns in species abundance at Hakalau Forest NWR”
Two questions need to be answered: 1) are Hawai‘i ‘akepa populations in decline at Hakalau?, and 2)
are Hawai‘i ‘akepa in competition with Japanese white-eyes? Forest bird survey data collected 19772007 were analyzed using Spatial Analysis by Distance Indices (SADIE). The data show thatHawai‘i ‘akepa have strong cluster-gap patterns. They are centered in the south of the Refuge (Pua‘Ākala area). Japanese white-eyes are highly variable with moderately weak patterns and are mostly
centered in the north of the Refuge but eruptive patterns do occur in some years, which weakened
between 1987 and 1998 but have stabilized since 1999. Japanese white-eye distribution does notshow consistent association with ‘akepa distribution. There is no evidence that ‘akepa are decliningor that Japanese white-eyes are displacing ‘akepa.
Garton (I): “Interspecific competition between ‘akepa and Japanese white-eye in Hakalau NWR”
Four different models were used to analyze the refuge forest bird survey data: 1.) the Null model (Nodensity dependence); 2.) The Ricker model (density dependence on Nt,, 3.) the Gompertz model(density dependence on lnNt), and 4.) the Theta model (density dependence on N tθ ). Each of themodels shows different levels of competition between ‘akepa and Japanese white-eyes, but none ofthese models show any significant effect. Because these effects are minor, it is difficult to tease out
the other environmental factors that may have other negative effects. Through modeling it appears
that environmental parameters that benefit ‘akepa also benefit Japanese white-eyes.
Day 2 – October 9
Horne: “Distance estimation of abundance: Assumptions and possible sources of bias” Distancesampling is a good way for estimating forest bird abundance because it can provide unbiased
estimates and is relatively easy and inexpensive to implement. Distance sampling assumes that: 1)
the density of animals (forest birds) is homogenous in the area surveyed, 2) the probability of anindividual being detected is related to the distance from the observer, and 3) that all individuals at
close distances are observed. Increased detectability of individuals in a population, due to possible
changes in behavior of stressed individuals, affects abundance estimates based on distance sampling.
While increased detectability results in more individuals being counted, estimates of abundance areunaffected by the change as long as the probability of detection at close distances is one (or does notchange). However, if greater detectability also results in a greater proportion of detections at very
close distances, then estimates will be affected by changes in detectability. Even if detectabilitychanges over time, trend analyses based on these abundance estimates remain valid if the changes are
random about some constant mean. In this case, the abundance estimates become an index and thechanges in detectability are subsumed in observation error. If there are systematic changes indetectability over time, abundance estimates can be corrected using recently developed paired
observer methods.
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Appendix E. Forest Bird Workshop Report

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Garton (II): “Adaptive Management of the ‘akepa and Japanese white-eye” Adaptive management isa systematic process for continually improving management policies and practices by learning fromthe outcomes of operational programs. Garton compared two different adaptive management
definitions from Walters’ (1986) Four Fundamentals of Adaptive Management of Natural Resources,
and the Williams, Szaro, & Shapiro(2007) 9 Step Program used by USDI. By using several
predictive mathematical models (with different sensitivities, and changing the parameters of themodel, i.e., habitat improvement (reforestation, removal of grazers etc.) removing predators),
predictions can be made on the potential consequences of each management action. With a Time
Series Model, predictions show that both ‘akepa and Japanese white-eye densities increase withpositive habitat changes, removal of Japanese white-eyes will actually reduce ‘akepa densities, andthat, if the current management continues, it is unlikely that ‘akepa will go extinct with in the next
30 years.
Dennis: “Analysis of population trend: Getting the details right” Regression of log-abundance of a
population versus time is often used to estimate the population's trend. It is not widely realized thatsuch regression carries implicit assumptions about how the trend and the variability in the population
abundances arise. If the statistical model does not adequately describe the process by which the data
are produced, the trend estimate can be seriously in error. Three different models for estimating
population trend are described and are different stochastic versions of the exponential growth model:
1) observation error only, 2) environmental process noise only, and 3) a state space model which
combines both observation error and process noise. Each model leads to a different statistical
calculation for obtaining estimates of model parameters, including trend, for time series abundance
data. Log-abundance regression turns out to correspond to deterministic exponential growth withobservation error only that is, model 1. In computer simulations, model 3 provides confidence
intervals for trend that remain valid when data are generated under models 1 and 2. Confidence
intervals calculated with models 1 or 2; however, fail miserably when data are generated under eachother or under model 3. The hugely volatile Hawai‘i ‘akepa data (conforest time series) analyzed
with model 3 yield a wide 95% confidence interval for trend that contains zero. The analysis
suggests that the time series abundances contain substantial amounts of both environmental process
noise and observation error. Building a density dependent model for this data set with environmental
driving variables included might produce results more useful to management.
Duffy: “Rightsizing the Ark: Exclosures for Hawaiian Forest Birds” To protect native species, weneed to fence at a scale appropriate to protect landscapes that will conserve bird populations large
enough to survive at the scale of centuries, or we are wasting our time and money, and should spend
it on other organisms. We have to operate at the appropriate scale, and this information needs to bepresented to funding agencies and policy makers. With global warming, highland forests won’t besafe from avian malaria. Fencing and removing feral ungulates at the upper and mid elevations will
create buffers where mosquitoes cannot breed, helping to keep mosquitoes at lower elevations andoutside of the refuge.
In the late afternoons of October 8 and 9, Dr. Scott led discussions of the days’ presentations.
The focus on October 8 was identifying major threats to the forest birds at the Refuge. Dr. Scott useda multi-voting technique for workshop participants to describe and rank the immediate threats toforest birds at the refuge. Each attendee was given the opportunity to vote for any of the “Threats to
Hawaiian forest birds” decided upon earlier in the workshop. The threats identified, and theirranking of importance by participants was:Appendix E. Forest Bird Workshop ReportE-5

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Immediate Threats to Hawaiian Forest Birds at Hakalau Forest NWR
Feral Ungulates (24 votes)
Lack of Habitat (21)Invasive Plants (12 votes)
Predation (7 votes)
Data Insufficient to meet Management Needs (8 votes)
Parasites (2 votes)
Interspecific Competition (1 vote)
Avian Disease (no votes were received, so removed from list)
The focus on October 9 was identifying and prioritizing major management actions and researchnecessary to recover the forest birds found at the Refuge. These management actions and research(collectively, activities) were also ranked using a multi-voting technique as follows:
Management Actions (Priority Ranked by Voting)1) *Grazers/browsers (Habitat destruction/mosquito production) – High (overall 24 votes)• Fence construction, maintenance, and removal of animals (combined total = 30 votes)• See Research Priorities
2) Habitat Restoration – High (21 votes)• Revegetation of pasture land (15 votes)• Improve ‘ohi‘a densities (7 votes)
3) Invasive plants – High (overall 12 votes)• Continue invasive species control (blackberry, banana poka, gorse) (11 votes)• Prevent and eliminate incipient weeds (2 votes)• See Research Priorities
4) Monitoring and Data Needs – High (overall 8 votes)• See Research priorities• Delivery of technical information (2 votes)
5) Predation – Medium (overall 7 votes)• See Research priorities
6) Parasites – Low (overall 2 votes)• Incipient invasive parasites, true population counts, de-louse birds (2 votes)
7) Interspecific competition – Low (overall 1 vote)• See Research priorities• Identify ectoparasites/mites

E-6

Appendix E. Forest Bird Workshop Report

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Research Priorities (Priority Ranked by Voting)1) Monitoring and Data: Expand point counts/banding data – 15 votes(combined primary counter training (8 votes), consider use of a B-Bird (Breeding Biology Researchand Monitoring Database) system (http://www.umt.edu/bbird/info.htm) (7 votes), and threat
surveillance (1 vote))2) Predation: Investigate effects of rats on forest birds (9 votes); rodent population index (2 votes) –11 votes
3) Invasive Plants: Develop effective biocontrols – 8 votes
4)*Grazers/Browsers: Predator proof fencing – 7 votes
5) Invasive Plants: Develop more efficient control methods and registration of herbicides – 4 votes
5) Determine the effects of global climate change at the Refuge – 4 votes
6) Develop more effective cat control techniques – 2 votes
6) Determine effects of ectoparasites on non-endangered bird populations – 2 votes
7) Experimental control of Japanese white-eyes – 1 vote
*Caveat: Activities to construct an ungulate proof fence and a predator-proof fence caused some
confusion amongst the participants. Dr. Scott obtained consensus that these activities could be
combined with a third separate but related activity of removing feral ungulates.
Conclusion:
A workshop evaluation was distributed to all participants on October 24, 2008. Of the
37 participants, 11 provided evaluations (= respondents). A number of Service employees, asorganizers of the workshop and authors of this summary, did not provide written evaluations, so the
response rate is actually higher than it initially appears. A summary of the evaluations is attached as
Appendix A. In short, however, findings of the evaluations were:
Overall the perception of the workshop organization and format was entirely positive. However,some respondents felt the workshop purpose and objectives fluctuated too much in advance of theworkshop, were unclear, or were known but unstated. While this was in part a result of ‘adaptive
management’ of the agenda and a deliberative process by the steering committee, more, earlier input
from potential participants would help address this criticism for future workshops.
The presentations themselves were largely felt to be very informative and address the workshop
purpose and objectives, given the previously mentioned concerns about those objectives. The
amount of time allotted to presentations was generally thought adequate, and the facilitation by Dr. J.
Michael Scott very good.

Appendix E. Forest Bird Workshop ReportE-7

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Regarding present and future management and research management actions at Hakalau Forest
NWR, respondents were generally positive. Some thought, however, that we had merely validated
current management actions – a positive in the eyes of the refuge staff and this author – but others
saw this as “reinventing the wheel” and unnecessary.
The field trip on Day 3 was very positively received.
In summary, the workshop was very useful in clarifying the status of the endangered Hawai‘i ‘akepa,
with most respondents supporting the interpretation of survey data indicating stable or increasing
population trends. In turn, this finding validates the substantial investment of resources and energy atthe Hakalau Forest NWR over the last 20 years, specifically the fencing/ungulate removal,
reforestation, and invasive species removal programs. Finally, the priority activities (management
actions and research) identified at the workshop will be used during the development of the Hakalau
Forest National Wildlife Refuge CCP and provide a road map to guide Service staff in the
management and recovery of Hawaiian forest birds at Hakalau Forest NWR.
Future workshops should be designed with special attention to purpose and objectives, leaving
additional time to address the “what is not known” question and develop priority research to answer
that question, and ensure early input from all potential participants and stakeholders (especially on
workshop purpose and objectives).

E-8

Appendix E. Forest Bird Workshop Report

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Attachment 1

Summary of Evaluation of Hawaiian
Forest Birds Workshop
October 8-10, 2008
Hilo, Hawai‘i

Total number of participants: 37
Total number of participants who completed evaluation forms: 11
Total number of participants who provided comments on workshop notes: 2
1. The organization/format of the workshop was (please check one):Day OneDay Two
Day Three
Excellent 5
Excellent 4
Excellent 7
Good
6
Good
5
Adequate 2
Comments or Suggestions:•••

It is too bad that more empirical studies were not included.
The field trip was a terrific idea as it gave participants from outside Hawaii and those within
the state but less familiar with Hakalau, a great on-the-ground view of the refuge's successwith restoration and the richness of the bird community. We saw perhaps a dozen akepa!
This was pretty close to the most informative 3 days I’ve ever spent in the Service –perhaps
in my entire 15 year Fed. Career. Well done to have the room filled with those who know
these species and conservation issues the best.

2. The time allotted for presentations and discussions was (please check one):
Sufficient 11
Insufficient
Excessive
Comments or Suggestions:•••

There were some presentations where discussion was cut off early, but not sure that could behelped without eliminating a presentation or going significantly over time.
I appreciated that there was plenty of time for questions and discussion in addition topresentations. Michael Scott did an excellent job guiding the discussion.
I think the time allotted was just right.

3. The presentations and discussions adequately addressed the workshop purpose andobjectives. (please check one)
Strongly Agree 3
Agree 6
Disagree 1
Strongly Disagree

Appendix E. Forest Bird Workshop ReportE-9

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Comments or suggestions:
•

•

•

•
•
•

•

Some excellent presentations on point count methodology – I learned quite a bit. The
weakest parts of the workshop were the presentations on competition from white-eyes andectoparasites – most likely because the data were unverified, highly controversial, and notsupported by excessive census data from the refuge.
Did a good job of not allowing discussion to focus solely on the controversy between Lenny
and others, which likely would not have been productive. I was not fully aware of theunderlying impetus for the workshop prior to Day 1, and it might have helped to havepresented in advance the information that now appears at the beginning of the notes(although I understand there was some evolution of the focus of the meeting in the weeks
leading up to it, so perhaps there was not time).
This is a loaded statement! In all honesty the stated purpose and objectives kept changing
and were never very clear, and from the get-go were counfounded by other well known but
unstated objectives, so I'll refrain from checking a box here. For a workshop ostensibly
about management priorities as well as research, the presentations mostly treated data
analysis and population and trend modeling -- and in fact addressed the unstated objectives
better than the stated ones. Is seems that what we had, especially from the University of
Idaho participants, was primarily a live performance of contributions to the most recent
external review of the survey data from Hakalau to address the Japanese white-eye-Hawai’i‘akepa questions. This was interesting, but I'm not certain it was what best served theparticipants of this workshop.
Too much time was spent on addressing the competition issue.
There were conflicting data sets and more time should have been used to resolve theconflicts.
This is a difficult question to answer because the workshop purpose was not entirely clear.
On the one hand, the workshop seemed focused on whether or not the interspecificcompetition between Akepa and White-eyes is something to be concerned about, and on theother hand the workshop was also trying to address all management and research priorities
for Hakalau. I think we accomplished the former but were less successful on the latter.
Because so much discussion focused on Lenny Freed’s concerns about ‘akepa, I think heshould have spoken more about his data and spent less time critiquing census methods.
Plenty of other people did the latter. Lenny changed topics at the last minute, so this was
hard to control, but I think we needed to see and hear more of the actual data.

4. Management needs and activities, including research, at the Hakalau Forest National Wildlife
Refuge were properly identified and prioritized to recover endangered Hawaiian forest birds.
(please check one):
Strongly Agree 3
Agree 7
DisagreeStrongly Disagree 1
Comments or suggestions:•

A little too much emphasis on reinventing the wheel. Most of the management needs andactivities were identified and prioritized in the Forest Bird Recovery Plan and it wasreassuring that these have not changed since the plan was finalized. As someone from the

E-10

Appendix E. Forest Bird Workshop Report

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

•

•
•
•

•
•

workshop pointed out – the most important management needs can be summarized as “Build
fence, kill pigs, plant trees, count birds”. The refuge has been doing this well the past 20
years and FWS support for the activities should continue.
I agree only in that the “process”, such as it was, on the second day clearly demonstrated
that a room full of Hawaiian forest bird experts with years or decades of experience do notbelieve that investigating (or acting on) potential interspecific competition as a threat toendangered birds is a priority. I don’t think the results of this workshop lead to a big shift in
activities or emphasis at Hakalau, but maybe the view from the Refuge is different…
I think the priorities were properly identified. Funding to implement is still the question to beresolved.
How could the audience ignore the fact that lambda for the akepa was significantly less thanone?
I do not think we properly identified management needs for the refuge in the sense that we
reaffirmed collectively that the Refuge is very much on the right track. I think we could havedone a much better job at identifying research priorities. With much of the refuge staff
present, it would have been very useful to ask then to come to the meeting with a list of what
they see as research priorities. What data would be helpful in understanding whether their
management actions are achieving success? What projects would be useful understanding
whether addiditional management actions are necessary? It would have been great tooutline and prioritize specific projects and then collectively think about where the funding
could come from to support them.
I think we did a pretty comprehensive job, certainly enough to provide pretty specificguidelines for the development of the CCP.
I believe it would be worthwhile to identify additional lines of field investigation to validate
Dr. Freed’s claims regarding competition from white-eyes and parasitism fromectoparasites. If biologist from the mainland could be encouraged to conduct relevant fieldstudies here, that would bring independence to the findings and generate interest in the wider
scientific and conservation communities.

5. Do the results of this workshop clearly define future research and management actions at
Hakalau Forest NWR? (please check one):
Strongly Agree 2
Agree 7
Disagree 1
Strongly Disagree 1
Comments or suggestions:••••

Seems to me the results just validated what the Refuge is already doing, ES is alreadyhelping to fund, and what the wider forest bird conservation community already has
identified has priorities – in about the same order.
Yes, for forest birds. Need to have similar discussions relative to plant species management.
This was an excellent group of people to address the forest bird issues. I wish we also could
have used this group to look at forest bird research and management needs statewide.
They identified management but not address research. There should have been a session onwhat we need to know that we don't know at present.
There is still a lot of work to be done to “clearly define” research management in theComprehensive Conservation Plan, but this workshop gave us a very good start.

Appendix E. Forest Bird Workshop Report

E-11

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan•

To me the management actions were more clearly defined than the research actions. I feltthat the discussion of research actions did not go far enough beyond what is already being
done or considered, and there was no blueprint drafted for follow-through on the few
resulting recommendations. Lack of funding, more specifically lack of adequate funding
sources, may be discouraging initiative for research.

Additional Comments:
•
•
•
•

•
•
•

•

This was an effective venue to try to settle conflicting interpretations of current population
trends for Hawaii Akepa and other endangered birds at Hakalau. I hope the majority
opinions were clearly heard by USFWS officials.
Overall, a good job of staying on schedule and not letting talks go over. The initial talks
occurred ahead of schedule. If possible, this also should be avoided, particularly if people
might need to come & go during the workshop.
Refuge staff and officials from Honolulu and region need to direct the workshop to focus
discussion on their most significant needs.
I think the discussion should have had very specific questions and objectives spelled out
before it started. That would have helped focus our identification of needs and priorities andgiven us a bit more time to talk about them. Still, between Mike’s moderating and Ken’s notetaking, we did a very good job.
Seemed to me to be a well-organized workshop. The field trip also went extremely well---itwas great to see all those birds!
Make explicit any implicit objectives or drivers, and make sure all the key stakeholders arepresent.
It’s a good thing the scope of this workshop was changed, very near the last minute, toHakalau only (rather than the whole Big Island, or Big Island and Kauai etc.), because theState was represented at the workshop by a total of one person (from DOFAW administrative
office).
Ensure that all participants have a 100% clear understanding of the purpose/objectives, thecontributions expected of them, and the specific methods that will be used to meet objectives,
make decisions etc. To achieve “buy in” or wide agreement, it isn’t enough to have a goodmoderator for individual presentations and discussions (which we did have); the facilitator
has to move the whole group toward achieving a small number of very clear objectives,present – up front – a well-defined process or processes for doing that, and resolve
procedural concerns or differences of opinion along the way. In this case, the ad hoc“process” we undertook on the second day was reasonably effective, but I think that waslargely because the task was a no-brainer for this group, and wide agreement aboutpriorities for forest bird research and conservation already existed. That process was
conducted in an extemporaneous manner and without clear explanation of how the results
would be used, and would have backfired in a group that was divided over the topics underdiscussion.

E-12

Appendix E. Forest Bird Workshop ReportMontane wet‘ōhi‘a/Dicranopterissp. forest

Hakalau Forest Unit

Habitats (plantcommunities that represent
existing BIDEH)

Potential conservation species in this habitat
include endangered plant species, ‘ōpe‘ape‘a,and koloa maoli. However, this habitat typemay best be described as a buffer zone forinvasive plants encroaching from lower
elevations.

Native bird densities are low due to diseasesuch as avian malaria. Consequently,
nonnative bird species dominate the avifauna.

The upper canopy is composed of scatteredmature (100+ years), and medium stature‘ōhi‘a (30 ft). The mid-canopy zone (1015 ft) is dominated by hāpu‘u (tree fern). The
vegetation at ground level, up to 6-10 ft, isdominated by dense Dicranopteris sp. (matted
ferns), making access difficult. This habitat
type is found between 2,500 ft - 4,000 ft
elevation with many Carex sp. bogs foundscattered throughout the lower elevations.
Plant diversity is low and dominated by ‘ōhi‘aand Dicranopteris sp. Although unstudied, it
is assumed that invertebrate diversity is also
low.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)

Mountain slopes are mild. Soils areaged, eroded, and volcanic in origin.
Soils are typically poorly drained. The
ground surface is bisected by numerous
streams (surface flow). These streams
create and maintain stream channels
that are highly eroded and steep-sided,
providing protection to native andendangered plants from grazing
ungulates.

The windward east-facing Hakalau
Forest Unit receives northeasterly
tradewind-dominated rainfall
throughout the year with up to 250
inches annually. Heavier rainfall
occurs October-March.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)

Table F-1. Biological Integrity, Diversity, and Environmental Health (BIDEH).

There is limited current
and historical humandisturbance. The threatof wildfire is slight.

Mosquitoes, the vector
for avian diseases,
breed up to 4,500 feetin elevation.

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Limiting Factors

Appendix F. Biological Integrity, Diversity, and Environmental Health and Resources ofConcern

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

F-1

F-2

Montane wet koa/‘ōhi‘aforestHabitats (plantcommunities that represent
existing BIDEH)
Montane wet ‘ōhi‘a forest

A diverse native bird community occurs inthis habitat type, primarily due to elevations
above mosquito zone and more diverse forest
plant community. Other species ofconservation and management concern
include koloa maoli, ‘ōpe‘ape‘a, andendangered plants.

A diverse native bird community first appears
in this habitat type, primarily due toelevations above the mosquito zone and amore diverse forest plant community.
This habitat type contains a mixed age classof koa and ‘ōhi‘a-dominated forest and occurs
5,000-6,000 ft in elevation. The mid-canopy
is dominated by a mix of flowering andfruiting trees (e.g., ‘ōlapa, ‘ākala, pilo,
pūkiawe, ‘ōhelo, kōlea, kāwa‘u), mixed ferns,
and epiphytes.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)
The upper canopy of this habitat type isdominated by somewhat taller (60-90 ft)
mature closed canopy ‘ōhi‘a. Mid-canopy isdominated by a mix of flowering and fruiting
tree species (e.g., ‘ōhi‘a, ‘ōlapa, pilo, kōlea),tree ferns (up to 15 ft), and epiphytes.
Ground cover is dominated by mixed ferns,
Astelia (lilly), ‘ōhelo, kanawao, pūkiawe, andkāwa‘u. This habitat type is found between
4,000-5,000 ft elevation. Compared to lower
elevation habitat, the ground level contains
downed timber and areas dominated bysphagnum moss.

Mountain slopes are moderate. Soils
are aged, eroded, and volcanic in origin.
Soils are typically poorly drained. The
ground surface is bisected by numerous
streams (surface flow). These streams
create and maintain stream channels
that are highly eroded and steep-sided,
providing protection to native and

The windward east-facing Hakalau
Forest Unit receives northeasterly
tradewind-dominated rainfall
throughout the year with up to 275
inches annually. Heavier rainfall
occurs October-March.

Mountain slopes are moderate. Soils
are aged, eroded, and volcanic in origin.
Soils are typically poorly drained. The
ground surface is bisected by numerous
streams (surface flow). These streams
create and maintain stream channels
that are highly eroded and steep-sided,
providing protection for native andendangered plants from grazing
ungulates.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)
The windward east-facing Hakalau
Forest Unit receives northeasterly
tradewind-dominated rainfall
throughout the year with up to 250
inches annually. Heavier rainfall
occurs October-March.

Past humandisturbances include
cattle grazing. The
effects of this past
activity include
increased grasslands

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Higher densities of pigs
at this elevation havedisturbed native Carex
sp. bogs which have
converted to nonnative
Juncus sp. bogs.

Limiting Factors
Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).
Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

This park-like habitat contains mixed
nonnative grasses and a native grass and isfound between 5,600 - 6,500 ft elevation.
Scattered mature koa and ‘ōhi‘a trees also
occur. Nonnative grasses include
Anthoxanthum sp., Holcus sp., Pennisetumsp., and Ehrharta sp. Native species include
the native grass Deschampsia sp., the native
shrub Vaccinium sp. (‘ōhelo), and a native
bracken fern. Mid-canopy vegetation is
primarily absent from this habitat.

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Mountain slopes are moderate. Soils
are aged, eroded, and volcanic in origin.
Soils are typically poorly drained. The
ground surface is bisected by numerous

Mountain slopes are moderate. Soils
are aged, eroded, and volcanic in origin.
Soils are typically poorly drained. The
ground surface is bisected by numerous
streams (surface flow). These streams
create and maintain stream channels
that are highly eroded and steep-sided,
providing protection to native andendangered plants from grazing
ungulates.
The windward east-facing Hakalau
Forest Unit receives northeasterly
tradewind-dominated rainfall
throughout the year with up to 275
inches annually. Heavier rainfall
occurs October-March.

A diverse native bird community occurs inthis habitat type, primarily due to elevations
above mosquito zone and more diverse forest
plant community. Other species ofconservation and management concern
include the koloa maoli, ‘ōpe‘ape‘a, andendangered plants.

Grasslands/forest
restoration area

The windward east-facing Hakalau
Forest Unit receives northeasterly
tradewind-dominated rainfall
throughout the year. This habitat typereceives approximately 275 inches ofrainfall annually. Heavier rainfall
occurs October-March.

This habitat type contains a mixed age classof koa-dominated forest and occurs 6,000 ft 6,600 ft in elevation. The mid-canopy isdominated by a mix of flowering and fruiting
trees (e.g. ‘ōlapa, ‘ākala, pilo, pūkiawe,‘ōhelo, kōlea, kāwa‘u), mixed ferns, andepiphytes.

Montane mesic koa forest

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)endangered plants from grazing
ungulates.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)

Habitats (plantcommunities that represent
existing BIDEH)

Limiting factors
include a lack of native
pollinators and several

Former mesic koa
forest was historicallyreduced to grassland by
grazing, timber harvest,
and fires. Mesic koa
habitat is currently
being restored.

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Limiting Factors
and loss of native plant
species.

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

F-3

F-4

Streams

Habitats (plantcommunities that represent
existing BIDEH)

Native forest birds currently occur in thishabitat at greatly reduced numbers anddiversity when compared to nearby intact
forest communities though populations are
increasing as forest restoration occurs. Nēnē
are found throughout the current habitat.
Species of conservation and management
concern include the native forest birds,‘ōpe‘ape‘a, and endangered plants.
Streams cross through various habitat types,
being intermittent at higher elevations, andperennial at lower elevations. Some streams
with steep walls protect endangered andnative plants from grazing by ungulates.
Fauna within the streams and riparian areas atlower elevations are unstudied and unknown.
Although unstudied at higher elevations, thefauna is suspected to be exclusively
invertebrate. Other species of conservationand management concern include native
forest birds, koloa maoli, and endangered
plants.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)
The forest restoration program has outplanted approximately 382,000 native trees,
including koa, ‘ōhi‘a, pilo, kōlea, ‘ōlapa,māmane, naio, and other natives onapproximately 1,700 acres. Approximately
4,000 acres of additional grassland isscheduled to be restored to montane mesic
koa forest community.

Glacial meltwater created ravines
during the Pleistocene era. Rainfall andrunoff currently maintains stream
habitat.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)streams (surface flow). These streams
create and maintain stream channels
that are highly eroded and steep-sided,
providing protection to native andendangered plants from grazing
ungulates.

Ungulates and rats
degrade water quality
through soil
disturbance and feces
deposition. Lack ofgroundwater retention
due to upstream humandisturbance (e.g.,
grazing, soil
compaction) can lead to
flash floods. Streams
also transport anddisperse pest plantseeds.

The use of this habitatby ‘io, nēnē, and otherendangered species willneed to be consideredduring planning andreforestation activities.

Limiting Factors
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Carex Bogs

Habitats (plantcommunities that represent
existing BIDEH)
Ponds

Faunal use of bogs is primarily byinvertebrates. However, koloa maoli are
known to use bogs. Other species ofconservation and management concern
include native forest birds, nēnē, andendangered plants.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)
Semipermanent natural ponds are scatteredthroughout the upper elevations of the
Refuge, all above the mosquito line. Koloa
maoli and ‘alae ke‘oke‘o are known tofrequent these ponds along with migratory
shorebirds and invertebrates.
Bogs naturally occur in flat areas and aredominated by sedges and rushes. Limitedareas of open water also occur. Bogs areprimarily located below 4,500 ft. While
sphagnum exists in these bogs, it is unclear
whether it is native.
The hydrology of bogs is driven by theretention of rainfall and surface water
retention in a clay layered depression,
as opposed to perched (i.e., theexpression of groundwater at thesurface) water table.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)Rainfall current maintains pond
habitats.

The conversion of
Carex sp. to Juncus sp.
has occurred due to therooting activities ofpigs. Enhanced soil
erosion from ungulate
activities also has
increased theeutrophication of bogs.

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Limiting Factors
Seasonality of rainfall
and encroachment ofponds by nonnative
Juncus sp.

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

F-5

F-6

Montane wet ‘ōhi‘a forest

Kona Forest Unit

Habitats (plantcommunities that represent
existing BIDEH)

The primary differences between the upperand lower elevation gradients in this habitat
type are the increased plant diversity in the
mid-canopy of the upper gradient, and the

The upper gradient is found between 3,5004,500 ft elevation. The upper gradient tree
canopy is also dominated by 60-80 ft mature
closed canopy ‘ōhi‘a. The mid-canopy isdominated by a mix of flowering and fruiting
tree species (e.g., ‘ōhi‘a, pilo, Clermontia sp.,‘ōlapa, kāwa‘u, kōlea, pūkiawe), tree ferns(up to 15 ft), the vine ‘ie‘ie, and epiphytes.
Ground cover is dominated by nonnative
grasses, mixed nonnative and native ferns,
and areas of dense matted ferns.

Upper and lower elevation gradients occur inthis habitat type. The lower gradient occurs
2,000-3,000 ft elevation. The lower gradient
upper tree canopy is dominated by 60-80 ft
mature closed canopy ‘ōhi‘a. The midcanopy is dominated by nonnative Christmas
berry, strawberry guava, and a mix offlowering and fruiting tree species (e.g.,‘ōhi‘a, hame, kōlea), tree ferns (up to 15 ft),the vine ‘ie‘ie, and epiphytes. Ground coveris dominated by nonnative Clidemia sp.,
thimbleberry, a mix of nonnative and native
ferns, and areas of dense matted ferns.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)

Moderately steep slope and relatively
young lava flows are found along with athin layer of organic soil. Surface water
streams are not present in either theupper or lower elevation gradient.

The leeward west-facing slopes of theKona Forest Unit are protected from the
majority of tradewind-dominatedrainfall which occurs throughout theyear. The lower elevation gradient of
this habitat type receives approximately
80 inches of rainfall annually. The
upper gradient receives approximately
60 inches of rainfall. Heavier rainfall
occurs October-March.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)

Past humandisturbances include
traditional farming andranching practices andfire. The effects of thispast activity include
increased grasslands
and a loss of nativeplant species.

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Limiting Factors

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Dry koa/‘ōhi‘a/māmane
forestMontane mesic koa/‘ōhi‘aforestHabitats (plantcommunities that represent
existing BIDEH)

A diverse native bird community occurs inthis habitat type, primarily due to elevations
above mosquito zone and more diverse forest
plant community. Other species ofconservation and management concern
include the ‘alalā, ‘ōpe‘ape‘a, endangered
plants, and an endangered invertebrate.
This habitat type contains a mixed age classkoa/‘ōhi‘a/māmane co-dominant forest andoccurs 5,800 ft - 6,100 ft in elevation. The
mid-canopy is dominated by a mix offlowering and fruiting trees (e.g. ‘iliahi(sandalwood), pilo, naio, pūkiawe, ‘ōhelo)

A diverse native bird community first appears
in the upper gradient of this habitat type,primarily due to elevations above themosquito zone and more diverse forest. Other
species of conservation and management
concern include the ‘alalā, ‘ōpe‘ape‘a, andendangered plants.
This habitat type contains a mixed age classof koa- and ‘ōhi‘a- dominated forest andoccurs 4,500-5,800 ft in elevation. The midcanopy is dominated by a mix of floweringand fruiting trees (e.g., Clermontia sp., pilo,
pūkiawe, ‘ōhelo, kōlea, kāwa‘u), tree ferns,
mixed ferns, and epiphytes.

change from a herbaceous ground cover in thelower gradient to a grass-dominated groundcover in the upper gradient.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)

The leeward west-facing slopes of theKona Forest Unit are protected from the
majority of tradewind-dominatedrainfall which occurs throughout theyear. This habitat type receives
approximately 40 inches of rainfall

Moderately steep slope and relatively
young lava flows are found along with athin layer of organic soil. Surface water
streams are not present in this habitat.

The leeward west-facing slopes of theKona Forest Unit are protected from the
majority of tradewind-dominatedrainfall which occurs throughout theyear. This habitat type receives
approximately 75 inches of rainfall
annually. Heavier rainfall occurs
October-March.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,

Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).

Limiting Factors

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

F-7

F-8

Lava tube caves

Habitats (plantcommunities that represent
existing BIDEH)

Lava tube caves found throughout the Islandof Hawai‘i supported use by Native
Hawaiians. Insufficient study has occurred on
the Refuge to document archeologicalresources. However, there is the potential that
cultural resources do exist in Refuge caves.

Sub-fossil bird remains found in the detritalsoils inside the cave systems are a valuable
resource which can be used to document premodern Hawaiian avifauna.

A diverse native bird community occurs inthis habitat type, primarily due to elevations
above mosquito zone and more diverse forest
plant community. Other species ofconservation and management concern
include the ‘alalā, the ‘ōpe‘ape‘a, endangered
plants, and an endangered invertebrate.
Lava tubes contain an endemic subterranean,
invertebrate faunal community. Moisture,moist air, relatively constant moderatetemperature, and lack of light are required
attributes of these cave systems.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)and mixed ferns.

Within the confines of the cave,
invertebrates have evolved in thisunique habitat. These mostly blindinvertebrates feed on ‘ōhi‘a roots thatpenetrate the lava tube roof.

During periods of active volcanism,flowing lava often times createdsubterranean channels where molten
lava flowed. When flowing lava
subsided, a hollow channel or lava tube
was formed, the opening to which
creates a lava tube cave.

Moderately steep slope and relatively
young lava flows are found along with athin layer of organic soil. Surface water
streams are not present in this habitat.

Natural Processes(biotic and abiotic processes
responsible for habitat conditions)annually. Heavier rainfall occurs
October-March.

Trampling or the
release of pest species
from humandisturbance, rats, or
breaches in the lava
tube ceiling could
destroy the entire
invertebrate communityand destroy sub-fossil
and archeologicalresources.

Limiting Factors
invasive plants, anddiseases).

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

These steep-sided depressions prevent
degradation from ungulates, thus providing
protected habitat for one fern species,
Asplenium peruvianum var. insulare that is
unique to skylight habitats, and also highpopulations of other rare and endangered
plant species.

Population/Habitat Attributes(age class, structure, serial stage, species
composition)
The vertical walls created from the collapse oflava tube roofs naturally protect native plantcommunities. Skylights, unlike the lava tubes
themselves, are exposed to the surface
environment of rainfall, sunlight, andtemperature fluctuations.

Note: nomenclature for habitat names follows Jacobi et al. (1989).

[Various above-groundhabitats surroundskylights, depending uponelevation]

Habitats (plantcommunities that represent
existing BIDEH)
Lava tube skylights
Natural Processes(biotic and abiotic processes
responsible for habitat conditions)
Collapse of lava tube roof and resulting
vertical walled opening protects
remnants of once common plants, nowrare or endangered, from grazing byungulates.

Human disturbancesuch as trampling could
destroy any sub-fossil
or archeologicalresources.

There are a finite
number of lava tubes.
Typically skylights
form shortly after lava
tube formation.

Limiting Factors
Limiting factors
include a lack of native
pollinators and several
pest species (e.g.,
ungulates, rats, mice,slugs, mosquitoes,
invasive plants, anddiseases).
Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

F-9

F-10

Koa/‘ōhi‘a forestreforestation fromgrassland.
Native ‘ōhi‘a andkoa/‘ōhi‘a forest.

Native ‘ōhi‘a andkoa/‘ōhi‘a forest.

Hawai‘i ‘ākepa

Hawai‘i creeper

Montane wet
koa/‘ōhi‘a forest.

Habitat Type‘akiapōlā‘au

Birds‘akiapōlā‘au

Focal Species

Table 4-2. Resources of Concern.

Foraging: mixed age class stand native koa and‘ōhi‘a forest above mosquito zone.
Mature koa and ‘ōhi‘a forest with native
understory
above mosquito zone.

A diverse native bird community occurs in thishabitat type, primarily due to elevations above
mosquito zone and more diverse forest plantcommunity. Other species of conservation andmanagement concern include koloa maoli,‘ōpe‘ape‘a, and endangered plants.
Koa, in reforestation areas, a minimum 8-10
year old growth, density and heightrequirements unknown but density is adependent factor. Above mosquito zone.
Nesting: Old growth trees, minimum 24 inches
dbh with cavities for nesting.

A mixed age class of koa- and ‘ōhi‘a-dominatedforest, occurring between 5,000-6,000 ft inelevation on the windward slopes of Mauna
Kea. The mid-canopy is dominated by a mix offlowering and fruiting trees (e.g., ‘ōlapa, ‘ākala,pilo, pūkiawe, ‘ōhelo, kōlea, kāwa‘u), mixed
ferns, and epiphytes. Ground cover is ferns andwoody seedlings, herbs and nonnative grasses.

Habitat Structure

Nesting and foraging.

Nesting and foraging.

Foraging.

Nesting and foraging.

Life History
Requirement

All native forest bird
species and‘ōpe‘ape‘a andplants.

All native forest bird
species and‘ōpe‘ape‘a andplants.

‘Amakihi, ‘elepaio,‘apapane, Hawai‘icreeper.

All native forest bird
species and‘ōpe‘ape‘a andplants.

Other Benefiting
Species

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Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Short grass, native and nonnative, less than 18
inches, mixed shrubs.
Short grass, native and nonnative, less than 18
inches, mixed shrubs.
Mature koa and ‘ōhi‘a forest with native
understory, above mosquito zone.

Mature koa and ‘ōhi‘a forest with native
understory, above mosquito zone. Elevational
gradient with closed canopy, with mid-canopy
understory to seasonally follow maturing fruits.

Shallow water, with emergent vegetation edge.
Shallow water, with emergent vegetation edge.

Open shrublands
and grasslands.
Open shrublands
and grasslands.
Native koa/‘ōhi‘aforest.

Native koa/‘ōhi‘aforest.

Ponds, streams,
bogs.
Ponds, bogs.

nēnē‘alalā

Hawaiian duck, koloa
maoli

Hawaiian coot, ‘alaeke‘oke‘o

‘ō‘ū

nēnē

Forests, grasslands, urban areas.

Native andnonnative forest
and open habitats.

‘io

Mature ‘ōhi‘a trees, home range of 7-988 acres.

Native ‘ōhi‘a andkoa/‘ōhi‘a forest.

‘ioHabitat Structure

Habitat Type

Focal Species

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Foraging and nesting.

Foraging and nesting.

Nesting and foraging.

Nesting, roosting,foraging
Nesting and foraging.

Foraging.

Hunting for prey.

Life History
Requirement
Nesting.

Koloa maoli andnēnē.

‘Alae ke‘oke‘o, nēnē

All native forest bird
species and‘ōpe‘ape‘a andplants.

All native forest bird
species and‘ōpe‘ape‘a andplants.

Other Benefiting
Species
All native forest bird
species and‘ōpe‘ape‘a andplants.
In native forest, allnative forest bird
species and‘ōpe‘ape‘a andplants.
Pueo, ‘io, kōlea,native plant dispersal.
Pueo, ‘io, kōlea.

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F-11

F-12

Portulaca sclerocarpa
Silene hawaiiensis

Plants
Asplenium peruvianum
var. insulare
Clermontia lindseyana
Clermontia peleana
Clermontia pyrularia
Cyanea hamatiflora
Cyanea platyphylla
Cyanea shipmannii
Cyanea stictophylla
Cyrtandra tintinabula
Nothocestrum
breviflorum
Phyllostegia floribunda
Phyllostegia racemosa
Phyllostegia velutina
Sicyos macrophyllus

Drosophila
heteroneura, Picturewing fly

Invertebrate

Hawaiian hoary bat,‘Ōpe‘ape‘a

Mammal

Focal SpeciesDrykoa/‘ōhi‘a/māmane
forestWet ‘ōhi‘a andmesic koa/‘ōhi‘aforests.

Endemic to westside of Hawai‘iIsland, native
koa/‘ōhi‘a forest.

Native koa/‘ōhi‘aforest and nonnative forest.

Habitat Type

Mature, undisturbed, and uneven aged forests.

Mature, undisturbed, and uneven aged forests.

Mature mesic native forest with abundant
clermontia sp.

Mature forest.

Habitat Structure

All life-history stages
for all plant species
are required.

All life-history stages
for all plant species
are required.

Breeding andfeeding.

Breeding, roosting,and foraging.

Life History
Requirement

All native forest bird
species, ‘ōpe‘ape‘a,invertebrates, andother forest plant
species.

All native forest bird
species, ‘ōpe‘ape‘a,invertebrates, andother forest plant
species.

All native forest bird
species, ‘ōpe‘ape‘a,and plants.

All native forest bird
species and plants.

Other Benefiting
Species

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix F: Biological Integrity, Diversity, and Environmental Health and Resources of Concern

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix G. Integrated Pest Management (IPM) Program
1.0 Background
IPM is an interdisciplinary approach utilizing methods to prevent, eliminate, contain, and/or control
pest species in concert with other management activities on refuge lands and waters to achieve
wildlife and habitat management goals and objectives. 1 IPM is also a scientifically based, adaptive
management process where available scientific information and best professional judgment of the
refuge staff as well as other resource experts would be used to identify and implement appropriate
management strategies that can be modified and/or changed over time to ensure effective, sitespecific management of pest species to achieve desired outcomes. In accordance with 43 CFR
46.145, adaptive management would be particularly relevant where long-term impacts may beuncertain and future monitoring would be needed to make adjustments in subsequent implementation
decisions. After a tolerable pest population (threshold) is determined considering achievement ofrefuge resource objectives and the ecology of pest species, one or more methods, or combinations
thereof, would be selected that are feasible, efficacious, and most protective of non-target resources,
including native species (fish, wildlife, and plants), and Service personnel, Service authorized agents,
volunteers, and the public. Staff time and available funding would be considered when determining
feasibility/practicality of various treatments.
IPM techniques to address pests are presented as CCP strategies (see Chapter 2 of this CCP) in an
adaptive management context to achieve refuge resource objectives. In order to satisfy requirements
for IPM planning as identified in the Director’s Memo (dated September 9, 2004) entitled Integrated
Pest Management Plans and Pesticide Use Proposals: Updates, Guidance, and an Online Database,the following elements of an IPM program have been incorporated into this CCP:
• Habitat and/or wildlife objectives that identify pest species and appropriate thresholds to indicate
the need for and successful implementation of IPM techniques; and• Monitoring before and/or after treatment to assess progress toward achieving objectives including
pest thresholds.
Where pesticides would be necessary to address pests, this Appendix provides a structured procedure
to evaluate potential effects of proposed uses involving ground-based applications to refuge
biological resources and environmental quality. Only pesticide uses that likely would cause minor,
temporary, or localized effects to refuge biological resources and environmental quality withappropriate best management practices (BMPs), where necessary, would be allowed for use on the
refuge.
This Appendix does not describe the more detailed process to evaluate potential effects associatedwith aerial applications of pesticides. Moreover, it does not address effects of mosquito control withpesticides (larvicides, pupacides, or adulticides) based upon identified human health threats andpresence of disease-carrying mosquitoes in sufficient numbers from monitoring conducted on a
refuge. However, the basic framework to assess potential effects to refuge biological resources andenvironmental quality from aerial application of pesticides or use of insecticides for mosquito
1This appendix uses the term “pest” to describe those species referred to as “nonnative” in the main body of this
CCP. In Hawai‘i, nonnative refers to invasive or introduced species, which also aligns with the 569 FW1 pest
definition.

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management would be similar to the process described in this Appendix for ground-based treatmentsof other pesticides.

2.0 Pest Management Laws and Policies
In accordance with Service policy 569 FW 1 (Integrated Pest Management), plant, invertebrate, andvertebrate pests on units of the Refuge System can be controlled to assure balanced wildlife and fish
populations in support of refuge-specific wildlife and habitat management objectives. Pest control
on Federal (refuge) lands and waters also is authorized under the following legal mandates:• National Wildlife Refuge System Administration Act of 1966, as amended (16 USC 668dd668ee);• Plant Protection Act of 2000 (7 USC 7701 et seq.);• Noxious Weed Control and Eradication Act of 2004 (7 USC 7781-7786, Subtitle E);• Federal Insecticide, Fungicide, and Rodenticide Act of 1996 (7 USC 136-136y);• National Invasive Species Act of 1996 (16 USC 4701);• Nonindigenous Aquatic Nuisance Prevention and Control Act of 1990 (16 USC 4701);• Food Quality Protection Act of 1996 (7 USC 136);• Executive Order 13148, Section 601(a);• Executive Order 13112; and• Animal Damage Control Act of 1931 (7 USC 426-426c, 46 Stat. 1468).
Pests are defined as “…living organisms that may interfere with the site-specific purposes,
operations, or management objectives or that jeopardize human health or safety” from Department
policy 517 DM 1 (Integrated Pest Management Policy). Similarly, 569 FW 1 defines pests as“…invasive plants and introduced or native organisms that may interfere with achieving ourmanagement goals and objectives on or off our lands, or that jeopardize human health or safety.”
517 DM 1 also defines an invasive species as “a species that is non-native to the ecosystem underconsideration and whose introduction causes or is likely to cause economic or environmental harm or
harm to human health.” Throughout the remainder of this CCP, the terms pest and invasive species
are used interchangeably because both can prevent/impede achievement of refuge wildlife andhabitat objectives and/or degrade environmental quality.
In general, control of pests (vertebrate or invertebrate) on the refuge would conserve and protect thenation’s fish, wildlife, and plant resources as well as maintain environmental quality. From
569 FW 1, animal or plant species, which are considered pests, may be managed if the following
criteria are met: 2• Threat to human health and well being or private property, the acceptable level of damage by thepest has been exceeded, or State or local government has designated the pest as noxious;• Detrimental to resource objectives as specified in a refuge resource management plan (e.g.,comprehensive conservation plan, habitat management plan), if available; and• Control would not conflict with attainment of resource objectives or the purpose(s) for which the
refuge was established.
2

Note that during the 15 year life span of the CCP, policies, such as 569 FW 1, may be updated and revised. As
such, the Refuge will comply with the most updated Service policies related to IPM.
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The specific justifications for pest management activities on the refuge are the following:• Protect human health and well being;• Prevent substantial damage to important to refuge resources;• Protect newly introduced or re-establish native species;• Control nonnative (exotic) species in order to support existence for populations of native species;• Prevent damage to private property; and• Provide the public with quality, compatible wildlife-dependent recreational opportunities.
In accordance with Service policy 620 FW 1 (Habitat Management Plans), there are additional
management directives regarding invasive species found on the refuge:• “We are prohibited by Executive Order, law, and policy from authorizing, funding, or carryingout actions that are likely to cause or promote the introduction or spread of invasive species in the
United States or elsewhere.”• “Manage invasive species to improve or stabilize biotic communities to minimize unacceptablechange to ecosystem structure and function and prevent new and expanded infestations ofinvasive species. Conduct refuge habitat management activities to prevent, control, or eradicate
invasive species...”Animal species damaging/destroying Federal property and/or detrimental to the management
program of a refuge may be controlled as described in 50 CFR 31.14 (Official Animal Control
Operations). For example, on the mainland, the incidental removal of beaver damaging refuge
infrastructure (e.g., clogging with subsequent damaging of water control structures) and/or negatively
affecting habitats (e.g., removing woody species from existing or restored riparian areas) managed on
refuge lands may be conducted without a pest control proposal. Exotic nutria, whose denning andburrowing activities in wetland dikes causes cave-ins and breaches, can be controlled using the mosteffective techniques considering site-specific factors without a pest control proposal. Along with theloss of quality wetland habitats associated with breaching of impoundments, the safety of refuge
staffs and public (e.g. auto tour routes) driving on structurally compromised levees and dikes can bethreaten by sudden and unexpected cave-ins.
Trespass and feral animals also may be controlled on refuge lands. Based upon 50 CFR 28.43(Destruction of Dogs and Cats), dogs and cats running at large on a national wildlife refuge andobserved in the act of killing, injuring, harassing or molesting humans or wildlife may be disposed ofin the interest of public safety and protection of the wildlife. Feral animals should be disposed by themost humane method(s) available and in accordance with relevant Service directives (including
Executive Order 11643). Disposed wildlife specimens may be donated or loaned to public
institutions. Donation or loans of resident wildlife species will only be made after securing State
approval (50 CFR 30.11 (Donation and Loan of Wildlife Specimens)). Surplus wildlife specimens
may be sold alive or butchered, dressed and processed subject to federal and state laws andregulations (50 CFR 30.12 (Sale of Wildlife Specimens)).

3.0 Strategies
To fully embrace IPM as identified in 569 FW 1, the following strategies, where applicable, would
be carefully considered on the refuge for each pest species:

Appendix G. Integrated Pest Management

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Hakalau Forest National Wildlife Refuge
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Prevention. This is the most effective and least expensive long-term management option forpests. It encompasses methods to prevent new introductions or the spread of the established pests
to un-infested areas. It requires identifying potential routes of invasion to reduce the likelihoodof infestation. Hazard Analysis and Critical Control Points (HACCP) planning can be used
determine if current management activities on a refuge may introduce and/or spread invasive
species in order to identify appropriate BMPs for prevention. See http://www.haccp-nrm.org/ formore information about HACCP planning.
Prevention may include source reduction, using pathogen-free or weed-free seeds or fill;exclusion methods (e.g., barriers) and/or sanitation methods (e.g., wash stations) to prevent reintroductions by various mechanisms including vehicles, personnel, livestock, and horses.
Because invasive species are frequently the first to establish newly disturbed sites, prevention
would require a reporting mechanism for early detection of new pest occurrences with quick
response to eliminate any new satellite pest populations. Prevention would require considerationof the scale and scope of land management activities that may promote pest establishment within
uninfested areas or promote reproduction and spread of existing populations. Along withpreventing initial introduction, prevention would involve halting the spread of existing
infestations to new sites (Mullin et al. 2000). The primary reason of prevention would be to keep
pest-free lands or waters from becoming infested. Executive Order 11312 emphasizes thepriority for prevention with respect to managing pests.
The following are methods to prevent the introduction and/or spread of pests on refuge lands:
o Before beginning ground-disturbing activities (e.g., disking, scraping), inventory andprioritize pest infestations in project operating areas and along access routes. Refuge
staff would identify pest species on site or within reasonably expected potential invasion
vicinity. Where possible, the refuge staff would begin project activities in uninfested
areas before working in pest-infested areas.
o The refuge staff would locate and use pest-free project staging areas. They would avoid
or minimize travel through pest-infested areas, or restrict to those periods when spread ofseed or propagules of invasive plants would be least likely.
o The refuge staff would determine the need for, and when appropriate, identify sanitationsites where equipment can be cleaned of pests. Where possible, the refuge staff would
clean equipment before entering lands at on-refuge approved cleaning site(s). This
practice does not pertain to vehicles traveling frequently in and out of the project areathat will remain on roadways. Seeds and plant parts of pest plants would need to becollected, where practical. The refuge staff would remove mud, dirt, and plant parts fromproject equipment before moving it into a project area.
o The refuge staff would clean all equipment, before leaving the project site, if operating inareas infested with pests. The refuge staff would determine the need for, and whenappropriate, identify sanitation sites where equipment can be cleaned.
o Refuge staffs, their authorized agents, and refuge volunteers would, where possible,
inspect, remove, and properly dispose of seed and parts of invasive plants found on theirclothing and equipment. Proper disposal means bagging the seeds and plant parts andthen properly discarding of them (e.g., incinerating).
o The refuge staff would evaluate options, including closure, to restrict the traffic on sites
with on-going restoration of desired vegetation. The refuge staff would revegetate
disturbed soil (except travel ways on surfaced projects) to optimize plant establishment
for each specific site. Revegetation may include topsoil replacement, planting, seeding,G-4

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

o

o
o
o
o
o

o

fertilization, liming, and weed-free mulching as necessary. The refuge staff would use
native material, where appropriate and feasible. The refuge staff would use certified
weed-free or weed-seed-free hay or straw where certified materials are reasonably
available.
The refuge staff would provide information, training and appropriate pest identificationmaterials to refuge staffs, permit holders, and recreational visitors. The refuge staff
would educate them about pest identification, biology, impacts, and effective prevention
measures.
The refuge staff would inspect borrowed material for invasive plants prior to use andtransport onto and/or within refuge lands.
The refuge staff would consider invasive plants in planning for road maintenanceactivities.
The refuge staff would restrict off road travel to designated routes.
In order to confine potential weed introductions to frequently monitored areas, visitors
will restrict their activities to roads and established trails whenever possible.
Permittees and visitors will implement precautions to prevent the introduction of alienplants and arthropods to the Refuge. Vehicles, boots, clothing, day packs, photographic
gear and equipment must be cleaned and inspected for seeds, insects, eggs, larvae, etc.
prior to entry.
All researchers and assistants must have and use Refuge-dedicated rain gear, packs andboots. This equipment is to be used and stored only at the Refuge.

These prevention methods to minimize/eliminate the introduction and/or spread of pests weretaken verbatim or slightly modified from Appendix E of US Forest Service (2005).
•

Mechanical/Physical Methods. These methods would remove and destroy, disrupt the growthof, or interfere with the reproduction of pest species. For plants species, these treatments can beaccomplished by hand, hand tool (manual), or power tools (mechanical) and include pulling,grubbing, digging, tilling/disking, cutting, swathing, grinding, sheering, girdling, mowing, andmulching of the pest plants.
For animal species, Service employees or their authorized agents could use mechanical/physicalmethods (including trapping) to control pests as a refuge management activity. Based upon 50
CFR 31.2, trapping can be used on a refuge to reduce surplus wildlife populations for a “balanced
conservation program” in accordance with Federal or state laws and regulations. In some cases,
non-lethally trapped animals would be relocated to off-refuge sites with prior approval from thestate.
Each of these tools would be efficacious to some degree and applicable to specific situations. In
general, mechanical controls can effectively control annual and biennial pest plants. However, tocontrol perennial plants, the root system has to be destroyed or it would resprout and continue togrow and develop. Mechanical controls are typically not capable of destroying a perennial
plant’s root system. Although some mechanical tools (e.g., disking, plowing) may damage rootsystems, they may stimulate regrowth producing a denser plant population that may aid in the
spread depending upon the target species. In addition, steep terrain and soil conditions would bemajor factors that can limit the use of many mechanical control methods.

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Some mechanical control methods (e.g., mowing), used in combination with herbicides, can be avery effective technique to control perennial species. For example, mowing perennial plants
followed sequentially by treating the plant regrowth with a systemic herbicide often would
improve the efficacy of the herbicide compared to herbicide only treatment.
•

Cultural Methods. These methods would involve manipulating habitat to increase pest
mortality by reducing its suitability to the pest. Cultural methods could include water-level
manipulation, mulching, winter cover crops, changing planting dates to minimize pest impact,prescribed burning (facilitate revegetation, increase herbicide efficacy, and remove litter to assistin emergence of desirable species), flaming with propane torches, trap crops, crop rotations thatwould include non-susceptible crops, moisture management, addition of beneficial insect habitat,
reducing clutter, proper trash disposal, planting or seeding desirable species to shade or outcompete invasive plants, applying fertilizer to enhance desirable vegetation, prescriptive grazing,and other habitat alterations.

•Biological Control Agents. Classical biological control would involve the deliberate
introduction and management of natural enemies (parasites, predators, or pathogens) to reduce
pest populations. Many of the most ecologically or economically damaging pest species in the
United States originated in foreign countries. These newly introduced pests, which are free fromnatural enemies found in their country or region of origin, may have a competitive advantage
over cultivated and native species. This competitive advantage often allows introduced species
to flourish, and they may cause widespread economic damage to crops or out compete anddisplace native vegetation. Once the introduced pest species population reaches a certain level,
traditional methods of pest management may be cost-prohibitive or impractical. Biologicalcontrols typically are used when these pest populations have become so widespread that
eradication or effective control would be difficult or no longer practical.
Biological control has advantages as well as disadvantages. Benefits would include reducing
pesticide usage, host specificity for target pests, long-term self-perpetuating control, low
cost/acre, capacity for searching and locating hosts, synchronizing biological control agents tohosts’ life cycles, and the unlikelihood that hosts will develop resistance to agents.
Disadvantages would include the following: limited availability of agents from their native
lands, the dependence of control on target species density, slow rate at which control occurs,
biotype matching, the difficulty and expense of conflicts over control of the target pest, and hostspecificity when host populations are low.
A reduction in target species populations from biological controls is typically a slow process, andefficacy can be highly variable. It may not work well in a particular area although it does work
well in other areas. Biological control agents would require specific environmental conditions tosurvive over time. Some of these conditions are understood; whereas, others are only partially
understood or not at all.
Biological control agents will not completely eradicate a target pest. When using biologicalcontrol agents, residual levels of the target pest typically are expected; the agent population levelor survival would be dependent upon the density of its host. After the pest population decreases,
the population of the biological control agent would decrease correspondingly. This is a natural
cycle. Some pest populations (e.g., invasive plants) would tend to persist for several years after aG-6

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

biological control agent becomes established due to seed reserves in the soil, inefficiencies in theagents search behavior, and the natural lag in population buildup of the agent.
The full range of pest groups potentially found on refuge lands and waters would include
diseases, invertebrates, vertebrates and invasive plants (most common group). Often it isassumed that biological control would address many if not most of these pest problems. There
are several well-documented success stories of biological control of invasive weed species in the
Pacific Northwest including Mediterranean sage, St. Johnswort (Klamath weed) and tansy
ragwort. Emerging success stories include Dalmatian toadflax, diffuse knapweed, leafy spurge,
purple loosestrife, and yellow star thistle. In Hawai‘i, it would include banana poka andEurythrina gall wasps. However, historically, each new introduction of a biological control agent
in the United States has only about a 30% success rate (Coombs et al. 2004). Refer to Coombs etal. (2004) for the status of biological control agents for invasive plants in the Pacific Northwest.
Introduced species without desirable close relatives in the United States would generally be
selected as biological controls. Natural enemies that are restricted to one or a few closely related
plants in their country of origin are targeted as biological controls (Center et al. 1997, Hasan and
Ayres 1990).
The refuge staff would ensure introduced agents are approved by the applicable authorities.
Except for a small number of formulated biological control products registered by EPA under
FIFRA, most biological control agents are regulated by the US Department of Agriculture(USDA)-Animal Plant Health Inspection Service, Plant Protection and Quarantine (APHISPPQ). State departments of agriculture and, in some cases, county agricultural commissioners or
weed districts, have additional approval authority.
Federal permits (USDA-APHIS-PPQ Form 526) are required to import biocontrols agents fromanother state. Form 526 may be obtained by writing:or

USDA-APHIS-PPQ
Biological Assessment and Taxonomic Support
4700 River Road, Unit 113
Riverdale, MD 20737
through the internet at URL address:
http://www.aphis.usda.gov/plant_health/permits/organism/plantpest_howtoapply.shtml

The Service strongly supports the development, and legal and responsible use of appropriate,
safe, and effective biological control agents for nuisance and non-indigenous or pest species.
State and county agriculture departments may also be sources for biological control agents orthey may have information about where biological control agents may be obtained. Commercial
sources should have an Application and Permit to Move Live Plant Pests and Noxious Weeds(USDA-PPQ Form 226 USDA-APHIS-PPQ, Biological Assessment and Taxonomic Support,
4700 River Road, Unit 113, Riverdale, MD 20737) to release specific biological control agents ina state and/or county. Furthermore, certification regarding the biological control agent’s identity(genus, specific epithet, sub-species and variety) and purity (e.g., parasite free, pathogen free, andbiotic and abiotic contaminants) should be specified in purchase orders.
Appendix G. Integrated Pest Management

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Biological control agents are subject to 7 RM 8 (Exotic Species Introduction and Management).
In addition, the refuge staff would follow the International Code of Best Practice for Classical
Biological Control of Weeds (http://sric.ucdavis.edu/exotic /exotic.htm) as ratified by delegatesto the X International Symposium on Biological Control of Weeds, Bozeman, MT, July 9, 1999.
This code identifies the following:o Release only approved biological control agents;o Use the most effective agents;o Document releases; ando Monitor for impact to the target pest, and nontarget species and the environment.
Biological control agents formulated as pesticide products and registered by the EPA (e.g., Bti)
are also subject to PUP review and approval (see below).
A record of all releases would be maintained with date(s), location(s), and environmental
conditions of the release site(s); the identity, quantity, and condition of the biological control
agents released; and other relevant data and comments such as weather conditions. Systematic
monitoring to determine the establishment and effectiveness of the release is also recommended.
The NEPA documents regarding biological and other environmental effects of biological control
agents prepared by another federal agency, where the scope is relevant to evaluation of releases
on refuge lands, would be reviewed. Possible source agencies for such NEPA documents include
the Bureau of Land Management, USFS, National Park Service, USDA-APHIS, and the military
services. It might be appropriate to incorporate by reference parts or all of existing document(s)from the review. Incorporating by reference (43 CFR 46.135) is a technique used to avoid
redundancies in analysis. It also can reduce the bulk of a Service NEPA document, which only
must identify the documents that are incorporated by reference. In addition, relevant portions
must be summarized in the Service NEPA document to the extent necessary to provide thedecision maker and public with an understanding of relevance of the referenced material to thecurrent analysis.
•

Pesticides. The selective use of pesticides would be based upon pest ecology (including mode of
reproduction), the size and distribution of its populations, site-specific conditions (e.g., soils,
topography), known efficacy under similar site conditions, and the capability to utilize best
management practices (BMPs) to reduce/eliminate potential effects to non-target species,
sensitive habitats, and potential to contaminate surface and groundwater. All pesticide usage(pesticide, target species, application rate, and method of application) would comply with theapplicable federal (FIFRA) and state regulations pertaining to pesticide use, safety, storage,
disposal, and reporting. Before pesticides can be used to eradicate, control, or contain pests on
refuge lands and waters, pesticide use proposals (PUPs) would be prepared and approved inaccordance with 569 FW 1. The PUP records would provide a detailed, time-, site-, and targetspecific description of the proposed use of pesticides on the refuge. All PUPs would be created,
approved or disapproved, and stored in the Pesticide Use Proposal System (PUPS), which is acentralized database only accessible on the Service’s intranet (https://systems.fws.gov/pups).
Only Service employees would be authorized to access PUP records for a refuge in this database.
Application equipment would be selected to provide site-specific delivery to target pests while
minimizing/eliminating direct or indirect (e.g., drift) exposure to non-target areas anddegradation of surface and groundwater quality. Where possible, target-specific equipment (e.g.,

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Comprehensive Conservation Plan

backpack sprayer, wiper) would be used to treat target pests. Other target-specific equipment toapply pesticides would include soaked wicks or paint brushes for wiping vegetation and lances,
hatchets, or syringes for direct injection into stems. Granular pesticides may be applied using
seeders or other specialized dispensers. In contrast, aerial spraying (e.g., fixed wing or
helicopter) would only be used where access is difficult (remoteness) and/or the size/distributionof infestations precludes practical use of ground-based methods.
Because repeated use of one pesticide may allow resistant organisms to survive and reproduce,
multiple pesticides with variable modes of action would be considered for treatments on refuge
lands and waters. This is especially important if multiple applications within years and/or over a
growing season likely would be necessary for habitat maintenance and restoration activities toachieve resource objectives. Integrated chemical and non-chemical controls also are highly
effective, where practical, because pesticide resistant organisms can be removed from the site.
Cost may not be the primary factor in selecting a pesticide for use on a refuge. If the least
expensive pesticide would potentially harm natural resources or people, then a different productwould be selected, if available. The most efficacious pesticide available with the least potential
to degrade environment quality (soils, surface water, and groundwater) as well as least potential
effect to native species and communities of fish, wildlife, plants, and their habitats would be
acceptable for use on refuge lands in the context of an IPM approach.
•

Habitat restoration/maintenance. Restoration and/or proper maintenance of refuge habitats
associated with achieving wildlife and habitat objectives would be essential for long-term
prevention, eradication, or control (at or below threshold levels) of pests. Promoting desirable
plant communities through the manipulation of species composition, plant density, and growthrate is an essential component of invasive plant management (Masters et al. 1996, Masters andShelly 2001, Brooks et al. 2004). The following three components of succession could bemanipulated through habitat maintenance and restoration: site availability, species availability,
and species performance (Cox and Anderson 2004). Although a single method (e.g., herbicide
treatment) may eliminate or suppress pest species in the short term, the resulting gaps and baresoil create niches that are conducive to further invasion by the species and/or other invasiveplants. On degraded sites where desirable species are absent or in low abundance, revegetation
with native/desirable grasses, forbs, and legumes may be necessary to direct and accelerate plantcommunity recovery, and achieve site-specific objectives in a reasonable time frame. The
selection of appropriate species for revegetation would be dependent on a number of factors
including resource objectives and site-specific, abiotic factors (e.g., soil texture,
precipitation/temperature regimes, and shade conditions). Seed availability and cost, ease of
establishment, seed production, and competitive ability also would be important considerations.

4.0 Priorities for Treatments
For many refuges, the magnitude (number, distribution, and sizes of infestations) for pest problems is
too extensive and beyond the available capital resources to effectively address during any single fieldseason. To manage pests in the refuge, it would be essential to prioritize treatment of infestations.
Highest priority treatments would be focused on early detection and rapid response to eliminate
infestations of new pests, if possible. This would be especially important for aggressive pests
potentially impacting species, species groups, communities, and/or habitats associated refuge

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planpurpose(s), Refuge System resources of concern (Federally listed species, migratory birds, selectedmarine mammals, and interjurisdictional fish), and native species for maintaining/restoring BIDEH.
The next priority would be treating established pests that appear in one or more previously uninfested
areas. Moody and Mack (1988) demonstrated through modeling that small, new outbreaks ofinvasive plants eventually would infest an area larger than the established, source population. They
also found that control efforts focusing on the large, main infestation rather than the new, small
satellites reduced the chances of overall success. The lowest priority would be treating large
infestations (sometimes monotypic stands) of well established pests. In this case, initial efforts
would focus upon containment of the perimeter followed by work to control/eradicate the establishedinfested area. If containment and/or control of a large infestation is not effective, then efforts would
focus upon halting pest reproduction or managing source populations. Maxwell et al. (2009) foundtreating fewer populations that are sources represents an effective long-term strategy to reduce of
total number of invasive populations and decreasing meta population growth rates.
Although state listed noxious weeds would always be of high priority for management, other pest
species known to cause substantial ecological impact would also be considered. For example,
cheatgrass may not be listed by a state as noxious, but it can greatly alter fire regimes in shrub steppe
habitats resulting in large monotypic stands that displace native bunch grasses, forbs, and shrubs.
Pest control would likely require a multi-year commitment from the refuge staff. Essential to thelong-term success of pest management would be pre- and post-treatment monitoring, assessment of
the successes and failures of treatments, and development of new approaches when proposed
methods do not achieve desired outcomes.

5.0 Best Management Practices (BMPs)
The BMPs can minimize or eliminate possible effects associated with pesticide usage to non-target
species and/or sensitive habitats as well as degradation of water quality from drift, surface runoff, orleaching. Based upon the Department of Interior Pesticide Use Policy (517 DM 1) and the Service
Pest Management Policy and Responsibilities (30 AM 12), the use of applicable BMPs (where
feasible) also would likely ensure that pesticide uses may not adversely affect federally listed species
and/or their critical habitats through determinations made using the process described in 50 CFR part402.
The following are BMPs pertaining to mixing/handling and applying pesticides for all ground-based
treatments of pesticides, which would be considered and utilized, where feasible, based upon targetand site-specific factors and time-specific environmental conditions. Although not listed below, themost important BMP to eliminate/reduce potential impacts to non-target resources would be an IPM
approach to prevent, control, eradicate, and contain pests.

5.1 Pesticide Handling and Mixing•••

As a precaution against spilling, spray tanks would not be left unattended during filling.
All pesticide containers would be triple rinsed and the rinsate would be used as water in thesprayer tank and applied to treatment areas.
All pesticide spray equipment would be properly cleaned. Where possible, rinsate would be usedas part of the makeup water in the sprayer tank and applied to treatment areas.

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•
•
•
•
•

The refuge staff would dispose of triple-rinsed pesticide containers per label directions.
All unused pesticides would be properly discarded at a local “safe send” collection.
Pesticides and pesticide containers would be lawfully stored, handled, and disposed of inaccordance with the label and in a manner safeguarding human health, fish, and wildlife andprevent soil and water contaminant.
The refuge staff would consider the water quality parameters (e.g., pH, hardness) that areimportant to ensure greatest efficacy where specified on the pesticide label.
All pesticide spills would be addressed immediately using procedures identified in the refuge
spill respond plan.

5.2 Applying Pesticides
•
•

•

•
•
•
•
•
•
•
•
•
•
•

Pesticide treatments would only be conducted by or under the supervision of Service personnel
and non-Service applicators with the appropriate, state or Bureau of Land Management
certification to safely and effectively conduct these activities on refuge lands and waters.
The refuge staff would comply with all federal, state, and local pesticide use laws and regulations
as well as Department, Service, and Refuge System pesticide-related policies. For example, therefuge staff would use application equipment and apply rates for the specific pest(s) identified on
the pesticide label as required under FIFRA.
Before each treatment season and prior to mixing or applying any product for the first time eachseason, all applicators would review the labels, MSDSs, and PUPs for each pesticide,
determining the target pest, appropriate mix rate(s), PPE, and other requirements listed on thepesticide label.
A 1-ft no-spray buffer from the water’s edge would be used, where applicable, and it does not
detrimentally influence effective control of pest species.
Use low impact herbicide application techniques (e.g., spot treatment, cut stump, oil basal,
Thinvert system applications) rather than broadcast foliar applications (e.g., boom sprayer, otherlarger tank wand applications), where practical.
Use low volume rather than high volume foliar applications where low impact methods above are
not feasible or practical, to maximize herbicide effectiveness and ensure correct and uniform
application rates.
Applicators would use and adjust spray equipment to apply the coarsest droplet size spectrumwith optimal coverage of the target species while reducing drift.
Applicators would use the largest droplet size that results in uniform coverage.
Applicators would use drift reduction technologies such as low-drift nozzles, where possible.
Where possible, spraying would occur during low (average <7mph and preferably 3 - 5 mph) andconsistent direction wind conditions with moderate temperatures (typically <85 oF).
Where possible, applicators would avoid spraying during inversion conditions (often associatedwith calm and very low wind conditions) that can cause large-scale herbicide drift to non-target
areas.
Equipment would be calibrated regularly to ensure that the proper rate of pesticide is applied tothe target area or species.
Spray applications would be made at the lowest height for uniform coverage of target pests tominimize/eliminate potential drift.
If windy conditions frequently occur during afternoons, spraying (especially boom treatments)
would typically be conducted during early morning hours.

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•
•
•
•
•

•
•
•
•

Spray applications would not be conducted on days with >30% forecast for rain within 6 hours,
except for pesticides that are rapidly rain fast (e.g., glyphosate in 1 hour) to minimize/eliminate
potential runoff.
Where possible, applicators would use drift retardant adjuvants during spray applications,especially adjacent to sensitive areas.
Where possible, applicators would use a non-toxic dye to aid in identifying target area treated aswell as potential over spray or drift. A dye can also aid in detecting equipment leaks. If a leak is
discovered, the application would be stopped until repairs can be made to the sprayer.
For pesticide uses associated with cropland and facilities management, buffers, as appropriate,
would be used to protect sensitive habitats, especially wetlands and other aquatic habitats.
When drift cannot be sufficiently reduced through altering equipment set up and application
techniques, buffer zones may be identified to protect sensitive areas downwind of applications.
The refuge staff would only apply adjacent to sensitive areas when the wind is blowing the
opposite direction.
Applicators would utilize scouting for early detection of pests to eliminate unnecessary pesticide
applications.
The refuge staff would consider timing of application so native plants are protected (e.g.,senescence) while effectively treating invasive plants.
Rinsate from cleaning spray equipment after application would be recaptured and reused orapplied to an appropriate pest plant infestation.
Application equipment (e.g., sprayer, all-terrain vehicle, tractor) would be thoroughly cleaned
and personal protective equipment (PPE) would be removed/disposed of on-site by applicators
after treatments to eliminate the potential spread of pests to un-infested areas.

6.0 Safety
6.1 Personal Protective Equipment
All applicators would wear the specific PPE identified on the pesticide label. The appropriate PPE
will be worn at all times during handling, mixing, and applying. PPE can include the following:
disposable (e.g., Tyvek) or laundered coveralls; gloves (latex, rubber, or nitrile); rubber boots; and/or
an NIOSH-approved respirator. Because exposure to concentrated product is usually greatest during
mixing, extra care should be taken while preparing pesticide solutions. Persons mixing thesesolutions can be best protected if they wear long gloves, an apron, footwear, and a face shield.
Coveralls and other protective clothing used during an application would be laundered separatelyfrom other laundry items. Transporting, storing, handling, mixing and disposing of pesticidecontainers will be consistent with label requirements, EPA and OSHA requirements, and Service
policy.
If a respirator is necessary for a pesticide use, then the following requirements would be met inaccordance with Service safety policy: a written Respirator Program, fit testing, physicalexamination (including pulmonary function and blood work for contaminants), and proper storage ofthe respirator.

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6.2 Notification
The restricted entry interval (REI) is the time period required after the application at which point
someone may safely enter a treated area without PPE. Refuge staff, authorized management agentsof the Service, volunteers, and members of the public who could be in or near a pesticide treated area
within the stated re-entry time period on the label would be notified about treatment areas. Posting
would occur at any site where individuals might inadvertently become exposed to a pesticide duringother activities on the refuge. Where required by the label and/or state-specific regulations, sites
would also be posted on its perimeter and at other likely locations of entry. The refuge staff would
also notify appropriate private property owners of an intended application, including any private
individuals have requested notification. Special efforts would be made to contact nearby individuals
who are beekeepers or who have expressed chemical sensitivities.

6.3 Medical Surveillance
Medical surveillance may be required for Service personnel and approved volunteers who mix,
apply, and/or monitor use of pesticides (see 242 FW 7 (Pesticide Users) and 242 FW 4 (Medical
Surveillance)). In accordance with 242 FW 7.12A, Service personnel would be medicallymonitoring if one or more of the following criteria is met: exposed or may be exposed toconcentrations at or above the published permissible exposure limits or threshold limit values (see242 FW 4); use pesticides in a manner considered “frequent pesticide use”; or use pesticides in amanner that requires a respirator (see 242 FW 14 for respirator use requirements). In 242 FW7.7A,“Frequent Pesticide Use means when a person applying pesticide handles, mixes, or applies
pesticides, with a Health Hazard rating of 3 or higher, for 8 or more hours in any week or 16 or more
hours in any 30-day period.” Under some circumstances, individuals may be medically monitored
who use pesticides infrequently (see section 7.7), experience an acute exposure (sudden, short-term),
or use pesticides with a health hazard ranking of 1 or 2. This decision would consider theindividual’s health and fitness level, the pesticide’s specific health risks, and the potential risks fromother pesticide-related activities. Refuge cooperators (e.g., cooperative farmers) and other authorized
agents (e.g., state and county employees) would be responsible for their own medical monitoringneeds and costs.
Standard examinations (at refuge expense) of appropriate refuge staff would be provided by thenearest certified occupational health and safety physician as determined by Federal Occupational
Health.

6.4 Certification and Supervision of Pesticide Applicators
Appropriate refuge staff or approved volunteers handling, mixing, and/or applying or directlysupervising others engaged in pesticide use activities would be trained and state or federally (BLM)
licensed to apply pesticides to refuge lands or waters. In accordance with 242 FW7.18A and 569 FW
1.10B, certification is required to apply restricted use pesticides based upon EPA regulations. For
safety reasons, all individuals participating in pest management activities with general use pesticides
also are encouraged to attend appropriate training or acquire pesticide applicator certification. The
certification requirement would be for a commercial or private applicator depending upon the state.
New staff unfamiliar with proper procedures for storing, mixing, handling, applying, and disposingof herbicides and containers would receive orientation and training before handling or using any
products. Documentation of training would be kept in the files at the refuge office.
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6.5 Record Keeping
6.5.1 Labels and material safety data sheets
Pesticide labels and material safety data sheets (MSDSs) would be maintained at the refuge shop andlaminated copies in the mixing area. These documents also would be carried by field applicators,
where possible. A written reference (e.g., note pad, chalk board, dry erase board) for each tank to bemixed would be kept in the mixing area for quick reference while mixing is in progress. In addition,
approved PUPs stored in the PUPS database typically contain website links (URLs) to pesticide
labels and MSDSs.
6.5.2 Pesticide use proposals (PUPs)
A PUP would be prepared for each proposed pesticide use associated with annual pest management
on refuge lands and waters. A PUP would include specific information about the proposed pesticide
use including the common and chemical names of the pesticide(s), target pest species, size andlocation of treatment site(s), application rate(s) and method(s), and federally listed species
determinations, where applicable.
In accordance with Service guidelines (Director’s memo (December 12, 2007)), a refuge staff may
receive up to 5-year approvals for Washington Office and field reviewed proposed pesticide uses
based upon meeting identified criteria including an approved IPM plan, where necessary (seehttp://www.fws.gov/contaminants/Issues/IPM.cfm). For a refuge, an IPM plan (requirements
described herein) can be completed independently or in association with a CCP or HMP if IPM
strategies and potential environmental effects are adequately addressed within appropriate NEPA
documentation.
The PUPs would be created, approved or disapproved, and stored as records in the Pesticide Use
Proposal System (PUPS), which is centralized database on the Service’s intranet(https://systems.fws.gov/pups). Only Service employees can access PUP records in this database.
6.5.3 Pesticide usage
In accordance with 569 FW 1, the refuge Project Leader would be required to maintain records of all
pesticides annually applied on lands or waters under refuge jurisdiction. This would encompass
pesticides applied by other Federal agencies, state and county governments, non-government
applicators including cooperators and their pest management service providers with Service
permission. For clarification, pesticide means all insecticides, insect and plant growth regulators,
dessicants, herbicides, fungicides, rodenticides, acaricides, nematicides, fumigants, avicides, andpiscicides.
The following usage information can be reported for approved PUPs in the PUPS database:• Pesticide trade name(s);• Active ingredient(s);• Total acres treated;• Total amount of pesticides used (lbs or gallons);• Total amount of active ingredient(s) used (lbs);

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Comprehensive Conservation Plan••

Target pest(s); andEfficacy (% control).

To determine whether treatments are efficacious (eradicating, controlling, or containing the targetpest) and achieving resource objectives, habitat and/or wildlife response would be monitored bothpre- and post-treatment, where possible. Considering available annual funding and staffing,appropriate monitoring data regarding characteristics (attributes) of pest infestations (e.g., area,
perimeter, degree of infestation-density, % cover, density) as well as habitat and/or wildlife responseto treatments may be collected and stored in a relational database (e.g., Refuge Habitat Management
Database), preferably a geo-referenced data management system (e.g., Refuge Lands GIS (RLGIS))
to facilitate data analyses and subsequent reporting. In accordance with adaptive management, data
analysis and interpretation would allow treatments to be modified or changed over time, as
necessary, to achieve resource objectives considering site-specific conditions in conjunction with
habitat and/or wildlife responses. Monitoring could also identify short- and long-term impacts tonatural resources and environmental quality associated with IPM treatments in accordance withadaptive management principles identified in 43 CFR 46.145.

7.0 Evaluating Pesticide Use Proposals
Pesticides would only be used on refuge lands for habitat management as well as facilities
maintenance after approval of a PUP. In general, proposed pesticide uses on refuge lands would only
be approved where there would likely be minor, temporary, or localized effects to fish and wildlife
species as well as minimal potential to degrade environmental quality. Potential effects to listed andnon-listed species would be evaluated with quantitative ecological risk assessments and otherscreening measures. Potential effects to environmental quality would be based upon pesticidecharacteristics of environmental fate (water solubility, soil mobility, soil persistence, andvolatilization) and other quantitative screening tools. Ecological risk assessments as well as
characteristics of environmental fate and potential to degrade environmental quality for pesticides
would be documented in Chemical Profiles (see Section 7.5). These profiles would include thresholdvalues for quantitative measures of ecological risk assessments and screening tools for environmental
fate that represent minimal potential effects to species and environmental quality. In general, only
pesticide uses with appropriate BMPs (see Section 4.0) for habitat management andcropland/facilities maintenance on refuge lands that would potentially have minor, temporary, or
localized effects on refuge biological and environmental quality (threshold values not exceeded)would be approved.

7.1 Overview of Ecological Risk Assessment
An ecological risk assessment process would be used to evaluate potential adverse effects tobiological resources as a result of a pesticide(s) proposed for use on refuge lands. It is an establishedquantitative and qualitative methodology for comparing and prioritizing risks of pesticides andconveying an estimate of the potential risk for an adverse effect. This quantitative methodology
provides an efficient mechanism to integrate best available scientific information regarding hazard,
patterns of use (exposure), and dose-response relationships in a manner that is useful for ecologicalrisk decision-making. It would provide an effective way to evaluate potential effects where there is
missing or unavailable scientific information (data gaps) to address reasonable, foreseeable adverse
effects in the field as required under 40 CFR Part 1502.22. Protocols for ecological risk assessment

Appendix G. Integrated Pest Management

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Planof pesticide uses on the refuge were developed through research and established by the EPA (2004).
Assumptions for these risk assessments are presented in Section 6.2.3.
The toxicological data used in ecological risk assessments are typically results of standardized
laboratory studies provided by pesticide registrants to the EPA to meet regulatory requirements under
the Federal Insecticide, Fungicide and Rodenticide Act of 1996 (FIFRA). These studies assess theacute (lethality) and chronic (reproductive) effects associated with short- and long-term exposure topesticides on representative species of birds, mammals, freshwater fish, aquatic invertebrates, andterrestrial and aquatic plants. Other effects data publicly available would also be utilized for risk
assessment protocols described herein. Toxicity endpoint and environmental fate data are available
from a variety of resources. Some of the more useful resources can be found in
Section 7.5.
Table 1. Ecotoxicity tests used to evaluate potential effects to birds, fish, and mammals to establish
toxicity endpoints for risk quotient calculations.
Species Group

Exposure
Acute

Measurement endpoint
Median Lethal Concentration (LC50)
Bird
No Observed Effect Concentration (NOEC) or
Chronic
No Observed Adverse Effect Concentration (NOAEC)1
Acute
Median Lethal Concentration (LC50)
Fish
No Observed Effect Concentration (NOEC) or
Chronic
No Observed Adverse Effect Concentration (NOAEC)2
Acute
Oral Lethal Dose (LD50)
MammalNo Observed Effect Concentration (NOEC) or
Chronic
No Observed Adverse Effect Concentration (NOAEC)3
1
Measurement endpoints typically include a variety of reproductive parameters (e.g., number of
eggs, number of offspring, eggshell thickness, and number of cracked eggs).
2
Measurement endpoints for early life stage/life cycle typically include embryo hatch rates, timeto hatch, growth, and time to swim-up.
3
Measurement endpoints include maternal toxicity, teratogenic effects or developmental
anomalies, evidence of mutagenicity or genotoxicity, and interference with cellular mechanisms
such as DNA synthesis and DNA repair.

7.2 Determining Ecological Risk to Fish and Wildlife
The potential for pesticides used on the refuge to cause direct adverse effects to fish and wildlife
would be evaluated using EPA’s Ecological Risk Assessment Process (2004). This deterministic
approach, which is based upon a two-phase process involving estimation of environmental
concentrations and then characterization of risk, would be used for ecological risk assessments. Thismethod integrates exposure estimates (estimated environmental concentration (EEC) andtoxicological endpoints (e.g., LC50 and oral LD50)) to evaluate the potential for adverse effects tospecies groups (birds, mammals, and fish) representative of legal mandates for managing units of the
Refuge System. This integration is achieved through risk quotients (RQs) calculated by dividing the
EEC by acute and chronic toxicity values selected from standardized toxicological endpoints or
published effect (Table 1).

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RQ = EEC/Toxicological Endpoint
The level of risk associated with direct effects of pesticide use would be characterized by comparing
calculated RQs to the appropriate Level of Concern (LOC) established by EPA (1998 (Table 2)).
The LOC represents a quantitative threshold value for screening potential adverse effects to fish andwildlife resources associated with pesticide use. The following are four exposure-species groupscenarios that would be used to characterize ecological risk to fish and wildlife on the refuge: acutelisted species, acute-nonlisted species, chronic-listed species, and chronic-nonlisted species.
Acute risk would indicate the potential for mortality associated with short-term dietary exposure topesticides immediately after an application. For characterization of acute risks, median values from
LC50 and LD50 tests would be used as toxicological endpoints for RQ calculations. In contrast,
chronic risks would indicate the potential for adverse effects associated with long-term dietary
exposure to pesticides from a single application or multiple applications over time (within a season
and over years). For characterization of chronic risks, the no observed concentration (NOAEC) or noobserved effect concentration (NOEC) for reproduction would be used as toxicological endpoints for
RQ calculations. Where available, the NOAEC would be preferred over a NOEC value.
Listed species are those federally designated as threatened, endangered, or proposed in accordancewith the Endangered Species Act of 1973 (16 USC 1531-1544, 87 Stat. 884, as amended-Public Law
93-205). For listed species, potential adverse effects would be assessed at the individual level
because loss of individuals from a population could detrimentally impact a species. In contrast, risks
to nonlisted species would consider effects at the population level. A RQ<LOC would indicate theproposed pesticide use “may affect, not likely to adversely effect” individuals (listed species) and it
would not pose an unacceptable risk for adverse effects to populations (non-listed species) for eachtaxonomic group (Table 2). In contrast, a RQ>LOC would indicate a “may affect, likely to adversely
affect” for listed species and it would also pose unacceptable ecological risk for adverse effects tononlisted species.
Table 2. Presumption of unacceptable risk for birds, fish, and mammals (US Environmental
Protection Agency 1998).
Risk Presumption
Acute
Chronic

Birds
Fish
Mammals
Birds
Fish
Mammals

Appendix G. Integrated Pest Management

Level of Concern
Listed Species
Non-listed Species
0.1
0.5
0.05
0.5
0.1
0.5
1.0
1.0
1.0
1.0
1.0
1.0

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7.2.1 Environmental exposure
Following release into the environment through application, pesticides would experience several
different routes of environmental fate. Pesticides which would be sprayed can move through the air(e.g., particle or vapor drift) and may eventually end up in other parts of the environment such as
non-target vegetation, soil, or water. Pesticides applied directly to the soil may be washed off thesoil into nearby bodies of surface water (e.g., surface runoff) or may percolate through the soil tolower soil layers and groundwater (e.g., leaching) (Baker and Miller 1999, Pope et. al. 1999, Butler
et. al. 1998, Ramsay et. al. 1995, EXTOXNET 1993a). Pesticides which would be injected into thesoil may also be subject to the latter two fates. The aforementioned possibilities are by no meanscomplete, but it does indicate movement of pesticides in the environment is very complex withtransfers occurring continually among different environmental compartments. In some cases, theseexchanges occur not only between areas that are close together, but it also may involve transportationof pesticides over long distances (Barry 2004, Woods 2004).
7.2.1.1 Terrestrial exposure
The estimated environmental concentration (ECC) for exposure to terrestrial wildlife would bequantified using an USEPA screening-level approach (US Environmental Protection Agency 2004).
This screening-level approach is not affected by product formulation because it evaluates pesticide
active ingredient(s). This approach would vary depending upon the proposed pesticide application
method: spray or granular.
7.2.1.1.1 Terrestrial-spray application
For spray applications, exposure would be determined using the Kanaga nomogram method (USEnvironmental Protection Agency 2005a, US Environmental Protection Agency 2004, Pfleeger et al.
1996) through the USEPA’s Terrestrial Residue Exposure model (T-REX) version 1.2.3 (USEnvironmental Protection Agency 2005b). To estimate the maximum (initial) pesticide residue on
short grass (<20 cm tall) as a general food item category for terrestrial vertebrate species, T-REX
input variables would include the following from the pesticide label: maximum pesticide application
rate (pounds active ingredient [acid equivalent]/acre) and pesticide half-life (days) in soil. Although
there are other food item categories (tall grasses; broadleaf plants and small insects; and fruits, pods,
seeds and large insects), short grass was selected because it would yield maximum EECs (240 ppm
per lb ai/acre) for worse-case risk assessments. Short grass is not representative of forage forcarnivorous species (e.g., raptors), but it would characterize the maximum potential exposure throughthe diet of avian and mammalian prey items. Consequently, this approach would provide aconservative screening tool for pesticides that do not biomagnify.
For RQ calculations in T-REX, the model would require the weight of surrogate species and Mineau
scaling factors (Mineau et. al. 1996). For example, body weights of bobwhite quail and mallard areincluded in T-REX by default, but body weights of other organisms (Table 3) would be enteredmanually. The Mineau scaling factor accounts for small-bodied bird species that may be moresensitive to pesticide exposure than would be predicted only by body weight. Mineau scaling factors
would be entered manually with values ranging from 1 to 1.55 that are unique to a particularpesticide or group of pesticides. If specific information to select a scaling factor is not available, thena value of 1.15 would be used as a default. Alternatively, zero would be entered if it is known thatbody weight does not influence toxicity of pesticide(s) being assessed. The upper bound estimate
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output from the T-REX Kanaga nomogram would be used as an EEC for calculation of RQs. Thisapproach would yield a conservative estimate of ecological risk.
Table 3. Average body weight of selected terrestrial wildlife species frequently used in research toestablish toxicological endpoints (Dunning 1984).
Species
Mammal (15 g)
House sparrow
Mammal (35 g)
Starling
Red-winged blackbird
Common grackle
Japanese quail
Bobwhite quail
Rat
Rock dove (aka pigeon)
Mammal (1000 g)
MallardRing-necked pheasant

Body Weight (kg)0.015
0.02770.035
0.08230.0526
0.114
0.178
0.178
0.200
0.542
1.000
1.082
1.135

7.2.1.1.2 Terrestrial – granular application
Granular pesticide formulations and pesticide-treated seed would pose a unique route of exposure foravian and mammalian species. The pesticide is applied in discrete units which birds or mammals
might ingest accidentally with food items or intentionally as in the case of some bird species actively
seeking and picking up gravel or grit to aid digestion or seed as a food source. Granules may also be
consumed by wildlife foraging on earthworms, slugs or other soft-bodied soil organisms to which the
granules may adhere.
Terrestrial wildlife RQs for granular formulations or seed treatments would be calculated by dividing
the maximum milligrams of active ingredient (ai) exposed (e.g., EEC) on the surface of an area equal
to 1 square foot by the appropriate LD50 value multiplied by the surrogate’s body weight (Table 3).
An adjustment to surface area calculations would be made for broadcast, banded, and in-furrow
applications. An adjustment also would be made for applications with and without incorporation of
the granules. Without incorporation, it would be assumed that 100% of the granules remain on thesoil surface available to foraging birds and mammals. Press wheels push granules flat with the soil
surface, but they are not incorporated into the soil. If granules are incorporated in the soil during
band or T-band applications or after broadcast applications, it would be assumed only 15% of theapplied granules remain available to wildlife. It would be assumed that only 1% of the granules areavailable on the soil surface following in-furrow applications.
EECs for pesticides applied in granular form and as seed treatments would be determinedconsidering potential ingestion rates of avian or mammalian species (e.g., 10-30% body weight/day).
This would provide an estimate of maximum exposure that may occur as a result of granule or seedtreatment spills such as those that commonly occur at end rows during application and planting. The
availability of granules and seed treatments to terrestrial vertebrates would also be considered by

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calculating the loading per unit area (LD50/ft2) for comparison to USEPA Level of Concerns (USEnvironmental Protection Agency 1998). The
T-REX version 1.2.3 (US Environmental Protection Agency 2005b) contains a submodel which
automates Kanaga exposure calculations for granular pesticides and treated seed.
The following formulas will be used to calculate EECs depending upon the type of granular pesticide
application:• In-furrow applications assume a typical value of 1% granules, bait, or seed remain
unincorporated.
22

mg a.i./ft. = [(lbs. product/acre)(% a.i.)(453,580 mg/lbs)(1% exposed))] / {[(43,560 ft. /acre)/(rowspacing (ft.))] / (row spacing (ft.)}or2
mg a.i./ft = [(lbs product/1000 ft. row)(% a.i.)(1000 ft row)(453,580 mg/lb.)(1% exposed)
2

EEC = [(mg a.i./ft. )(% of pesticide biologically available)]• Incorporated banded treatments assume that 15% of granules, bait, seeds are unincorporated.
2

mg a.i./ft. = [(lbs. product/1000 row ft.)(% a.i.)(453,580 mg/lb.)(1-% incorporated)] / (1,000ft.)(band width (ft.))
2
EEC = [(mg a.i./ft. )(% of pesticide biologically available)]• Broadcast treatment without incorporation assumes 100% of granules, bait, seeds areunincorporated.
2

Where:

2

mg a.i./ft. = [(lbs. product/acre)(% a.i.)(453,590 mg/lb.)] / (43,560 ft. /acre)2
EEC = [(mg a.i./ft. )(% of pesticide biologically available)]• % of pesticide biologically available = 100% without species specific ingestion rates
2• Conversion for calculating mg a.i./ft. using ounces: 453,580 mg/lb. /16 = 28,349 mg/oz.
The following equation would used to calculate a RQ based on the EEC calculated by one of theabove equations. The EEC would divided by the surrogate LD50 toxicological endpoint multiplied by
the body weight (Table 3) of the surrogate.
RQ = EEC / [LD50 (mg/kg) * body weight (kg)]As with other risk assessments, a RQ>LOC would be a presumption of unacceptable ecological risk.
A RQ<LOC would be a presumption of acceptable risk with only minor, temporary, or localized
effects to species.

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7.2.1.2 Aquatic exposure
Exposures to aquatic habitats (e.g., wetlands, meadows, ephemeral pools, water delivery ditches)would be evaluated separately for ground-based pesticide treatments of habitats managed for fish andwildlife compared with cropland/facilities maintenance (for Hakalau Forest NWR, this would be
streams and bogs). The primary exposure pathway for aquatic organisms from any ground-based
treatments likely would be particle drift during the pesticide application. However, different
exposure scenarios would be necessary as a result of contrasting application equipment andtechniques as well as pesticides used to control pests on agricultural lands (especially those cultivatedby cooperative farmers for economic return from crop yields) (not applicable to Hakalau Forest
NWR) and facilities maintenance (e.g., roadsides, parking lots, trails) compared with other managed
habitats on the refuge. In addition, pesticide applications may be done <25 feet of the high watermark of aquatic habitats for habitat management treatments; whereas, no-spray buffers (≥25 feet)would be used for croplands/facilities maintenance treatments.
7.2.1.2.1 Habitat treatments
For the worst-case exposure scenario to non-target aquatic habitats, EECs (Table 4) would be would
be derived from Urban and Cook (1986) that assumes an intentional overspray to an entire, nontarget water body (1-ft depth) from a treatment <25 ft from the high water mark using the max
application rate (acid basis [see above]). However, use of BMPs for applying pesticides (see Section
4.2) would likely minimize/eliminate potential drift to non-target aquatic habitats during actual
treatments. If there would be unacceptable (acute or chronic) risk to fish and wildlife with thesimulated 100% overspray (RQ>LOC), then the proposed pesticide use may be disapproved or the
PUP would be approved at a lower application rate to minimize/eliminate unacceptable risk toaquatic organisms (RQ=LOC).
Table 4. Estimated Environmental Concentrations (ppb) of pesticides in aquatic habitats (1 footdepth) immediately after direct application (Urban and Cook 1986).
Lbs/acre
0.10
0.20
0.25
0.30
0.40
0.50
0.75
1.00
1.25
1.50
1.75
2.00
2.25
2.50
3.00
4.00

Appendix G. Integrated Pest Management

EEC (ppb)
36.7
73.5
91.9
110.2
147.0
183.7
275.6
367.5
459.7
551.6
643.5
735.7
827.6
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Lbs/acre
5.00
6.00
7.00
8.00
9.00
10.00

EEC (ppb)
1839
2207
2575
2943
3311
3678

7.2.1.2.2 Cropland/facilities maintenance treatments
Field drift studies conducted by the Spray Drift Task Force, which is a joint project of several
agricultural chemical businesses, were used to develop a generic spray drift database. From thisdatabase, the AgDRIFT computer model was created to satisfy USEPA pesticide registration spray
drift data requirements and as a scientific basis to evaluate off-target movement of pesticides fromparticle drift and assess potential effects of exposure to wildlife. Several versions of the computermodel have been developed (i.e., v2.01 through v2.10). The Spray Drift Task Force AgDRIFT®
model version 2.01 (SDTF 2003, AgDRIFT 2001) would be used to derive EECs resulting from driftof pesticides to refuge aquatic resources from ground-based pesticide applications >25 feet from thehigh water mark. The Spray Drift Task Force AgDRIFT model is publicly available at
http://www.agdrift.com. At this website, click “AgDRIFT 2.0” and then click “Download Now” andfollow the instructions to obtain the computer model.
The AgDRIFT model is composed of submodels called tiers. Tier I Ground submodel would be used
to assess ground-based applications of pesticides. Tier outputs (EECs) would be calculated withAgDRIFT using the following input variables: max application rate (acid basis [see above]), lowboom (20 inches), fine to medium droplet size, EPA-defined wetland, and a≥25-foot distance (buffer) from treated area to water. No croplands exist for Hakalau Forest NWR.
7.2.2 Use of information on effects of biological control agents, pesticides, degradates, andadjuvants
NEPA documents regarding biological and other environmental effects of biological control agents,
pesticides, degradates, and adjuvants prepared by another federal agency, where the scope would be
relevant to evaluation of effects from pesticide uses on refuge lands, would be reviewed. Possible
source agencies for such NEPA documents would include the Bureau of Land Management, US
Forest Service, National Park Service, US Department of Agriculture-Animal and Plant HealthInspection Service, and the military services. It might be appropriate to incorporate by referenceparts or all of existing document(s). Incorporating by reference (40 CFR 1502.21) is a techniqueused to avoid redundancies in analysis. It also would reduce the bulk of a Service NEPA document,
which only would identify the documents that are incorporated by reference. In addition, relevant
portions would be summarized in the Service NEPA document to the extent necessary to provide thedecision maker and public with an understanding of relevance of the referenced material to thecurrent analysis.
In accordance with the requirements set forth in 43 CFR 46.135, the Service would specificallyincorporate through reference ecological risk assessments prepared by the US Forest Service

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(http://www.fs.fed.us/r6/invasiveplant-eis/Risk-Assessments/Herbicides-Analyzed-InvPlantEIS.htm) and Bureau of Land Management (http://www.blm.gov/wo/st/en/prog/more/veg_eis.html).
These risk assessments and associated documentation also are available in total with theadministrative record for the Final Environmental Impact Statement entitled Pacific Northwest
Region Invasive Plant Program – Preventing and Managing Invasive Plants (US Forest Service2005) and Vegetation Treatments Using Herbicides on Bureau of Land Management Lands in 17
Western States Programmatic EIS (PEIS) (Bureau of Land Management 2007). In accordance with
43 CRF 46.120(d), use of existing NEPA documents by supplementing, tiering to, incorporating byreference, or adopting previous NEPA environmental analyses would avoid redundancy andunnecessary paperwork.
As a basis for completing “Chemical Profiles” for approving or disapproving refuge PUPs,
ecological risk assessments for the following herbicide and adjuvant uses prepared by the US Forest
Service would be incorporated by reference:• 2,4-D;• Chlorosulfuron;• Clopyralid;• Dicamba;• Glyphosate;• Imazapic;• Imazapyr;• Metsulfuron methyl;• Picloram;• Sethoxydim;• Sulfometuron methyl;• Triclopyr; and• Nonylphenol polyethylate (NPE) based surfactants.
As a basis for completing “Chemical Profiles” for approving or disapproving refuge PUPs,
ecological risk assessments for the following herbicide uses as well as evaluation of risks associatedwith pesticide degradates and adjuvants prepared by the Bureau of Land Management would beincorporated by reference:• Bromacil;• Chlorsulfuron;• Diflufenzopyr;• Diquat;• Diuron;• Fluridone;• Imazapic;• Overdrive (diflufenzopyr and dicamba);• Sulfometuron methyl;• Tebuthiuron;• Pesticide degradates and adjuvants (Appendix D – Evaluation of risks from degradates,
polyoxyethylene-amine (POEA) and R-11, and endocrine disrupting chemicals).

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7.2.3 Assumptions for ecological risk assessments
There are a number of assumptions involved with the ecological risk assessment process forterrestrial and aquatic organisms associated with utilization of the US Environmental Protection
Agency’s (2004) process. These assumptions may be risk neutral or may lead to an over- or underestimation of risk from pesticide exposure depending upon site-specific conditions. The following
describes these assumptions, their application to the conditions typically encountered, and whether or
not they may lead to recommendations that are risk neutral, underestimate, or overestimate ecologicalrisk from potential pesticide exposure.
• Indirect effects would not be evaluated by ecological risk assessments. These effects include themechanisms of indirect exposure to pesticides: consuming prey items (fish, birds, or small
mammals), reductions in the availability of prey items, and disturbance associated with pesticide
application activities.
• Exposure to a pesticide product can be assessed based upon the active ingredient. However,exposure to a chemical mixture (pesticide formulation) may result in effects that are similar or
substantially different compared to only the active ingredient. Non-target organisms may be
exposed directly to the pesticide formulation or only various constituents of the formulation as
they dissipate and partition in the environment. If toxicological information for both the active
ingredient and formulated product are available, then data representing the greatest potential
toxicity would be selected for use in the risk assessment process (US Environmental Protection
Agency 2004). As a result, this conservative approach may lead to an overestimation of risk
characterization from pesticide exposure.
• Because toxicity tests with listed or candidate species or closely related species are not available,
data for surrogate species would be most often used for risk assessments. Specifically, bobwhite
quail and mallard duck are the most frequently used surrogates for evaluating potential toxicity tofederally listed avian species. Bluegill sunfish, rainbow trout, and fathead minnow are the mostcommon surrogates for evaluating toxicity for freshwater fishes. However, sheep’s head minnow
can be an appropriate surrogate marine species for coastal environments. Rats and mice are themost common surrogates for evaluating toxicity for mammals. Interspecies sensitivity is a major
source of uncertainty in pesticide assessments. As a result of this uncertainty, data is selected forthe most sensitive species tested within a taxonomic group (birds, fish, and mammals) given thequality of the data is acceptable. If additional toxicity data for more species of organisms in aparticular group are available, the selected data will not be limited to the species previously listed
as common surrogates.
• The Kanaga nomogram outputs maximum EEC values that may be used to calculate an average
daily concentration over a specified interval of time, which is referred to as a time-weightedaverage (TWA). The maximum EEC would be selected as the exposure input for both acute andchronic risk assessments in the screening-level evaluations. The initial or maximum EEC
derived from the Kanaga nomogram represents the maximum expected instantaneous or acuteexposure to a pesticide. Acute toxicity endpoints are determined using a single exposure to a
known pesticide concentration typically for 48 to 96 hours. This value is assumed to represent
ecological risk from acute exposure to a pesticide. On the other hand, chronic risk to pesticide
exposure is a function of pesticide concentration and duration of exposure to the pesticide. An
organism’s response to chronic pesticide exposure may result from either the concentration of thepesticide, length of exposure, or some combination of both factors. Standardized tests forchronic toxicity typically involve exposing an organism to several different pesticideconcentrations for a specified length of time (days, weeks, months, years or generations). For

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•

•

•

•
•

•

example, avian reproduction tests include a 10-week exposure phase. Because a single length oftime is used in the test, time response data is usually not available for inclusion into risk
assessments. Without time response data it is difficult to determine the concentration which
elicited a toxicological response.
Using maximum EECs for chronic risk estimates may result in an overestimate of risk,
particularly for compounds that dissipate rapidly. Conversely, using TWAs for chronic risk
estimates may underestimate risk if it is the concentration rather than the duration of exposurethat is primarily responsible for the observed adverse effect. The maximum EEC would be used
for chronic risk assessments although it may result in an overestimate of risk. TWAs may be
used for chronic risk assessments, but they will be applied judiciously considering the potential
for an underestimate or overestimate of risk. For example, the number of days exposure exceeds
a Level of Concern may influence the suitability of a pesticide use. The greater the number ofdays the EEC exceeds the Level of Concern translates into greater the ecological risk. This is aqualitative assessment, and is subject to reviewer’s expertise in ecological risk assessment andtolerance for risk.
The length of time used to calculate the TWA can have a substantial effect on the exposure
estimates and there is no standard method for determining the appropriate duration for thisestimate. The T-REX model assumes a 21-week exposure period, which is equivalent to avian
reproductive studies designed to establish a steady-state concentration for bioaccumulative
compounds. However, this does not necessarily define the true exposure duration needed to elicit
a toxicological response. Pesticides, which do not bioaccumulate, may achieve a steady-state
concentration earlier than 21 weeks. The duration of time for calculating TWAs will requirejustification and it will not exceed the duration of exposure in the chronic toxicity test
(approximately 70 days for the standard avian reproduction study). An alternative to using theduration of the chronic toxicity study is to base the TWA on the application interval. In this case,increasing the application interval would suppress both the estimated peak pesticideconcentration and the TWA. Another alternative to using TWAs would be to consider thenumber of days that a chemical is predicted to exceed the LOC.
Pesticide dissipation is assumed to be first-order in the absence of data suggesting alternative
dissipation patterns such as bi-phasic. Field dissipation data would generally be the most
pertinent for assessing exposure in terrestrial species that forage on vegetation. However, thisdata is often not available and it can be misleading particularly if the compound is prone to“wash-off”. Soil half-life is the most common degradation data available. Dissipation ordegradation data that would reflect the environmental conditions typical of refuge lands would be
utilized, if available.
For species found in the water column, it would be assumed that the greatest bioavailable fractionof the pesticide active ingredient in surface waters is freely dissolved in the water column.
Actual habitat requirements of any particular terrestrial species are not considered, and it isassumed that species exclusively and permanently occupy the treated area, or adjacent areas
receiving pesticide at rates commensurate with the treatment rate. This assumption would
produce a maximum estimate of exposure for risk characterization. This assumption would
likely lead to an overestimation of exposure for species that do not permanently and exclusively
occupy the treated area (US Environmental Protection Agency 2004).
Exposure through incidental ingestion of pesticide contaminated soil is not considered in the
USEPA risk assessment protocols. Research suggests <15% of the diet can consist ofincidentally ingested soil depending upon species and feeding strategy (Beyer et al. 1994). An
assessment of pesticide concentrations in soil compared to food item categories in the Kanaga

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Hakalau Forest National Wildlife Refuge
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•

•

•
•

•

nomogram indicates incidental soil ingestion will not likely increase dietary exposure topesticides. Inclusion of soil into the diet would effectively reduce the overall dietaryconcentration compared to the present assumption that the entire diet consists a contaminatedfood source (Fletcher et al. 1994). An exception to this may be soil-applied pesticides in which
exposure from incidental ingestion of soil may increase. Potential for pesticide exposure under
this assumption may be underestimated for soil-applied pesticides and overestimated for foliarapplied pesticides. The concentration of a pesticide in soil would likely be less than predicted onfood items.
Exposure through inhalation of pesticides is not considered in the USEPA risk assessment
protocols. Such exposure may occur through three potential sources: spray material in droplet
form at time of application, vapor phase with the pesticide volatilizing from treated surfaces, andairborne particulates (soil, vegetative matter, and pesticide dusts). The USEPA (1990) reported
exposure from inhaling spray droplets at the time of application is not an appreciable route of
exposure for birds. According to research on mallards and bobwhite quail, respirable particle size
(particles reaching the lung) in birds is limited to maximum diameter of 2 to 5 microns. The
spray droplet spectra covering the majority of pesticide application scenarios indicate that lessthan 1% of the applied material is within the respirable particle size. This route of exposure isfurther limited because the permissible spray drop size distribution for ground pesticide
applications is restricted to ASAE medium or coarser drop size distribution.
Inhalation of a pesticide in the vapor phase may be another source of exposure for somepesticides under certain conditions. This mechanism of exposure to pesticides occurs post
application and it would pertain to those pesticides with a high vapor pressure. The USEPA iscurrently evaluating protocols for modeling inhalation exposure from pesticides including nearfield and near-ground air concentrations based upon equilibrium and kinetics-based models. Risk
characterization for exposure with this mechanism is unavailable.
The effect from exposure to dusts contaminated with the pesticide cannot be assessed genericallyas partitioning issues related to application site soils and chemical properties of the applied
pesticides render the exposure potential from this route highly situation specific.
Dermal exposure may occur through three potential sources: direct application of spray toterrestrial wildlife in the treated area or within the drift footprint, incidental contact withcontaminated vegetation, or contact with contaminated water or soil. Interception of spray andincidental contact with treated substrates may pose risk to avian wildlife (Driver et al. 1991).
However, available research related to wildlife dermal contact with pesticides is extremely
limited, except dermal toxicity values are common for some mammals used as human surrogates(rats and mice). The USEPA is currently evaluating protocols for modeling dermal exposure.
Risk characterization may be underestimated for this route of exposure, particularly with highrisk pesticides such as some organophosphates or carbamate insecticides. If protocols are
established by the USEPA for assessing dermal exposure to pesticides, they will be considered
for incorporation into pesticide assessment protocols.
Exposure to a pesticide may occur from consuming surface water, dew or other water on treatedsurfaces. Water soluble pesticides have potential to dissolve in surface runoff and puddles in atreated area may contain pesticide residues. Similarly, pesticides with lower organic carbon
partitioning characteristics and higher solubility in water have a greater potential to dissolve indew and other water associated with plant surfaces. Estimating the extent to which suchpesticide loadings to drinking water occurs is complex and would depend upon the partitioning
characteristics of the active ingredient, soils types in the treatment area, and the meteorology of
the treatment area. In addition, the use of various water sources by wildlife is highly species-

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•

•

•

•

specific. Currently, risk characterization for this exposure mechanism is not available. The
USEPA is actively developing protocols to quantify drinking water exposures from puddles anddew. If and when protocols are formally established by the USEPA for assessing exposure topesticides through drinking water, these protocols will be incorporated into pesticide risk
assessment protocols.
Risk assessments are based upon the assumption that the entire treatment area would be subject
to pesticide application at the rates specified on the label. In most cases, there is potential for
uneven application of pesticides through such plausible incidents such as changes in calibrationof application equipment, spillage, and localized releases at specific areas in or near the treatedfield that are associated with mixing and handling and application equipment as well as
applicator skill. Inappropriate use of pesticides and the occurrence of spills represent a potential
underestimate of risk. It is likely not an important factor for risk characterization. All pesticide
applicators are required to be certified by the state in which they apply pesticides. Certification
training includes the safe storage, transport, handling, and mixing of pesticides, equipment
calibration and proper application with annual continuing education.
The USEPA relies on Fletcher (1994) for setting the assumed pesticide residues in wildlife
dietary items. The USEPA (2004) “believes that these residue assumptions reflect a realistic
upper-bound residue estimate, although the degree to which this assumption reflects a specificpercentile estimate is difficult to quantify”. Fletcher’s (1994) research suggests that the pesticide
active ingredient residue assumptions used by the USEPA represent a 95th percentile estimate.
However, research conducted by Pfleeger et al. (1996) indicates USEPA residue assumptions for
short grass was not exceeded. Baehr and Habig (2000) compared USEPA residue assumptions
with distributions of measured pesticide residues for the USEPA’s UTAB database. Overall
residue selection level will tend to overestimate risk characterization. This is particularly evident
when wildlife individuals are likely to have selected a variety of food items acquired frommultiple locations. Some food items may be contaminated with pesticide residues whereas others
are not contaminated. However, it is important to recognize differences in species feeding
behavior. Some species may consume whole above-ground plant material, but others will
preferentially select different plant structures. Also, species may preferentially select a food item
although multiple food items may be present. Without species specific knowledge regarding
foraging behavior characterizing ecological risk other than in general terms is not possible.
Acute and chronic risk assessments rely on comparisons of wildlife dietary residues with LC50 or
NOEC values expressed as concentrations of pesticides in laboratory feed. These comparisonsassume that ingestion of food items in the field occurs at rates commensurate with those in thelaboratory. Although the screening assessment process adjusts dry-weight estimates of foodintake to reflect the increased mass in fresh-weight wildlife food intake estimates, it does notallow for gross energy and assimilative efficiency differences between wildlife food items andlaboratory feed. Differences in assimilative efficiency between laboratory and wild diets suggestthat current screening assessment methods are not accounting for a potentially important aspectof food requirements.
There are several other assumptions that can affect non-target species not considered in the risk
assessment process. These include possible additive or synergistic effects from applying two or
more pesticides or additives in a single application, co-location of pesticides in the environment,
cumulative effects from pesticides with the same mode of action, effects of multiple stressors(e.g., combination of pesticide exposure, adverse abiotic and biotic factors) and behavioral
changes induced by exposure to a pesticide. These factors may exist at some level contributing

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•

•

•

•

•

to adverse affects to non-target species, but they are usually characterized in the publishedliterature in only a general manner limiting their value in the risk assessment process.
It is assumed that aquatic species exclusively and permanently occupy the water body being
assessed. Actual habitat requirements of aquatic species are not considered. With the possible
exception of scenarios where pesticides are directly applied to water, it is assumed that no habitat
use considerations specific for any species would place the organisms in closer proximity topesticide use sites. This assumption produces a maximum estimate of exposure or risk
characterization. It would likely be realistic for many aquatic species that may be found inaquatic habitats within or in close proximity to treated terrestrial habitats. However, the spatial
distribution of wildlife is usually not random because wildlife distributions are often related tohabitat requirements of species. Clumped distributions of wildlife may result in an under- orover-estimation of risk depending upon where the initial pesticide concentration occurs relative
to the species or species habitat.
For species found in the water column, it would be assumed that the greatest bioavailable fractionof the pesticide active ingredient in surface waters is freely dissolved in the water column.
Additional chemical exposure from materials associated with suspended solids or food items is
not considered because partitioning onto sediments likely is minimal. Adsorption andbioconcentration occurs at lower levels for many newer pesticides compared with older more
persistent bioaccumulative compounds. Pesticides with RQs close to the listed species level ofconcern, the potential for additional exposure from these routes may be a limitation of risk
assessments, where potential pesticide exposure or risk may be underestimated.
Mass transport losses of pesticide from a water body (except for losses by volatilization,
degradation and sediment partitioning) would not be considered for ecological risk assessment.
The water body would be assumed to capture all pesticide active ingredients entering as runoff,drift, and adsorbed to eroded soil particles. It would also be assumed that pesticide active
ingredient is not lost from the water body by overtopping or flow-through, nor is concentration
reduced by dilution. In total, these assumptions would lead to a near maximum possible waterborne concentration. However, this assumption would not account for potential to concentratepesticide through the evaporative loss. This limitation may have the greatest impact on water
bodies with high surface-to-volume ratios such as ephemeral wetlands, where evaporative losses
are accentuated and applied pesticides have low rates of degradation and volatilization.
For acute risk assessments, there would be no averaging time for exposure. An instantaneous
peak concentration would be assumed, where instantaneous exposure is sufficient in duration toelicit acute effects comparable to those observed over more protracted exposure periods(typically 48 to 96 hours) tested in the laboratory. In the absence of data regarding time-to-toxic
event, analyses and latent responses to instantaneous exposure, risk would likely beoverestimated.
For chronic exposure risk assessments, the averaging times considered for exposure arecommensurate with the duration of invertebrate life-cycle or fish-early life stage tests (e.g., 21-28
days and 56-60 days, respectively). Response profiles (time to effect and latency of effect) topesticides likely vary widely with mode of action and species and should be evaluated on a caseby-case basis as available data allow. Nevertheless, because the USEPA relies on chronic
exposure toxicity endpoints based on a finding of no observed effect, the potential for any latent
toxicity effects or averaging time assumptions to alter the results of an acceptable chronic risk
assessment prediction is limited. The extent to which duration of exposure from water-borne
concentrations overestimate or underestimate actual exposure depends on several factors. These
include the following: localized meteorological conditions, runoff characteristics of the

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Comprehensive Conservation Plan••

watershed (e.g., soils, topography), the hydrological characteristics of receiving waters,
environmental fate of the pesticide active ingredient, and the method of pesticide application. Itshould also be understood that chronic effects studies are performed using a method that holds
water concentration in a steady state. This method is not likely to reflect conditions associatedwith pesticide runoff. Pesticide concentrations in the field increase and decrease in surface water
on a cycle influenced by rainfall, pesticide use patterns, and degradation rates. As a result of thedependency of this assumption on several undefined variables, risk associated with chronic
exposure may in some situations underestimate risk and overestimate risk in others.
There are several other factors that can affect non-target species not considered in the risk
assessment process. These would include the following: possible additive or synergistic effects
from applying two or more pesticides or additives in a single application, co-location ofpesticides in the environment, cumulative effects from pesticides with the same mode of action,effects of multiple stressors (e.g., combination of pesticide exposure, adverse abiotic [notpesticides] and biotic factors), and sub-lethal effects such as behavioral changes induced byexposure to a pesticide. These factors may exist at some level contributing to adverse affects to
non-target species, but they are not routinely assessed by regulatory agencies. Therefore,
information on the factors is not extensive limiting their value for the risk assessment process. As
this type of information becomes available, it would be included, either quantitatively or
qualitatively, in this risk assessment process.
USEPA is required by the Food Quality Protection Act to assess the cumulative risks ofpesticides that share common mechanisms of toxicity, or act the same within an organism.
Currently, USEPA has identified four groups of pesticides that have a common mechanism of
toxicity requiring cumulative risk assessments. These four groups are: the organophosphate
insecticides, N-methyl carbamate insecticides, triazine herbicides, and chloroacetanilide
herbicides.

7.3 Pesticide Mixtures and Degradates
Pesticide products are usually a formulation of several components generally categorized as active
ingredients and inert or other ingredients. The term active ingredient is defined by the FIFRA as
preventing, destroying, repelling, or mitigating the effects of a pest, or it is a plant regulator,
defoliant, desiccant, or nitrogen stabilizer. In accordance with FIFRA, the active ingredient(s) mustbe identified by name(s) on the pesticide label along with its relative composition expressed inpercentage(s) by weight. In contrast, inert ingredient(s) are not intended to affect a target pest. Theirrole in the pesticide formulation is to act as a solvent (keep the active ingredient is a liquid phase), an
emulsifying or suspending agent (keep the active ingredient from separating out of solution), or acarrier such as clay in which the active ingredient is impregnated on the clay particle in dry
formulations. For example, if isopropyl alcohol would be used as a solvent in a pesticide
formulation, then it would be considered an inert ingredient. FIFRA only requires that inert
ingredients identified as hazardous and associated percent composition, and the total percentage of
all inert ingredients must be declared on a product label. Inert ingredients that are not classified ashazardous are not required to be identified.
The USEPA (September 1997) issued Pesticide Regulation Notice 97-6 which encouraged
manufacturers, formulators, producers, and registrants of pesticide products to voluntarily substitutethe term “other ingredients” for “inert ingredients” in the ingredient statement. This change
recognized that all components in a pesticide formulation potentially could elicit or contribute to an
adverse effect on non-target organisms and, therefore, are not necessarily inert. Whether referred toAppendix G. Integrated Pest Management

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as “inerts” or “other ingredients,” these constituents within a pesticide product have the potential toaffect species or environmental quality. The USEPA categorizes regulated inert ingredients into thefollowing four lists (http://www.epa.gov/opprd001/inerts/index.html):• List 1 – Inert Ingredients of Toxicological Concern;• List 2 – Potentially Toxic Inert Ingredients;• List 3 – Inerts of Unknown Toxicity;• List 4 – Inerts of Minimal Toxicity.
Several of the List 4 compounds are naturally-occurring earthen materials (e.g., clay materials,
simple salts) that would not elicit toxicological response at applied concentrations. However, someof the inerts (particularly the List 3 compounds and unlisted compounds) may have moderate to highpotential toxicity to aquatic species based on MSDSs or published data.
Comprehensively assessing potential effects to non-target fish, wildlife, plants, and/or their habitats
from pesticide use is a complex task. It would be preferable to assess the cumulative effects fromexposure to the active ingredient, its degradates, and inert ingredients as well as other active
ingredients in the spray mixture. However, it would only be feasible to conduct deterministic risk
assessments for each component in the spray mixture singly. Limited scientific information isavailable regarding ecological effects (additive or synergistic) from chemical mixtures that typically
rely upon broadly encompassing assumptions. For example, the US Forest Service (2005) found that
mixtures of pesticides used in land (forest) management likely would not cause additive orsynergistic effects to non-target species based upon a review of scientific literature regarding
toxicological effects and interactions of agricultural chemicals (ATSDR 2004). Moreover,
information on inert ingredients, adjuvants, and degradates is often limited by the availability of andaccess to reliable toxicological data for these constituents.
Toxicological information regarding “other ingredients” may be available from sources such as thefollowing:• TOMES (a proprietary toxicological database including USEPA’s IRIS, the Hazardous Substance
Data Bank, the Registry of Toxic Effects of Chemical Substances [RTECS]).
• USEPA’s ECOTOX database, which includes AQUIRE (a database containing scientific papers
published on the toxic effects of chemicals to aquatic organisms).
• TOXLINE (a literature searching tool).
• Material Safety Data Sheets (MSDSs) from pesticide suppliers.
• Other sources such as the Farm Chemicals Handbook.
Because there is a lack of specific inert toxicological data, inert(s) in a pesticide may cause adverse
ecological effects. However, inert ingredients typically represent only a small percentage of thepesticide spray mixture, and it would be assumed that negligible effects would be expected to result
from inert ingredient(s).
Although the potential effects of degradates should be considered when selecting a pesticide, it isbeyond the scope of this assessment process to consider all possible breakdown chemicals of thevarious product formulations containing an active ingredient. Degradates may be more or lessmobile and more or less hazardous in the environment than their parent pesticides (Battaglin et al.
2003). Differences in environmental behavior (e.g., mobility) and toxicity between parent pesticides
and degradates would make assessing potential degradate effects extremely difficult. For example, aless toxic and more mobile, bioaccumulative, or persistent degradate may have potentially greater
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effects on species and/or degrade environmental quality. The lack of data on the toxicity of
degradates for many pesticides would represent a source of uncertainty for assessing risk.
An USEPA-approved label specifies whether a product can be mixed with one or more pesticides.
Without product-specific toxicological data, it would not be possible to quantify the potential effectsof these mixtures. In addition, a quantitative analysis could only be conducted if reliable scientificinformation allowed a determination of whether the joint action of a mixture would be additive,
synergistic, or antagonistic. Such information would not likely exist unless the mode of action would
be common among the chemicals and receptors. Moreover, the composition of and exposure to
mixtures would be highly site- and/or time-specific and, therefore, it would be nearly impossible toassess potential effects to species and environmental quality.
To minimize or eliminate potential negative effects associated with applying two or more pesticides
as a mixture, the use would be conducted in accordance with the labeling requirements. Labels for
two or more pesticides applied as a mixture should be completely reviewed, where products with theleast potential for negative effects would be selected for use on the refuge. This is especially relevant
when a mixture would be applied in a manner that may already have the potential for an effect(s)associated with an individual pesticide (e.g., runoff to ponds in sandy watersheds). Use of a tank mix
under these conditions would increase the level of uncertainty in terms of risk to species or potential
to degrade environmental quality.
Adjuvants generally function to enhance or prolong the activity of pesticide. For terrestrial
herbicides, adjuvants aid in the absorption into plant tissue. Adjuvant is a broad term that generally
applies to surfactants, selected oils, anti-foaming agents, buffering compounds, drift control agents,
compatibility agents, stickers, and spreaders. Adjuvants are not under the same registration
requirements as pesticides and the USEPA does not register or approve the labeling of spray
adjuvants. Individual pesticide labels identify types of adjuvants approved for use with it. In
general, adjuvants compose a relatively small portion of the volume of pesticides applied. Selectionof adjuvants with limited toxicity and low volumes would be recommended to reduce the potential
for the adjuvant to influence the toxicity of the pesticide.

7.4 Determining Effects to Soil and Water Quality
The approval process for pesticide uses would consider potential to degrade water quality on and off
refuge lands. A pesticide can only affect water quality through movement away from the treatment
site. After application, pesticide mobilization can be characterized by one or more of the following(Kerle et al. 1996):• Attach (sorb) to soil, vegetation, or other surfaces and remain at or near the treated area;• Attach to soil and move off-site through erosion from run-off or wind;• Dissolve in water that can be subjected to run-off or leaching.
As an initial screening tool, selected chemical characteristics and rating criteria for a pesticide can beevaluated to assess potential to enter ground and/or surface waters. These would include thefollowing: persistence, sorption coefficient (Koc), groundwater ubiquity score (GUS), and solubility.
Persistence, which is expressed as half-life (t½), represents the length of time required for 50% of thedeposited pesticide to degrade (completely or partially). Persistence in the soil can be categorized as

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the following: non-persistent <30 days, moderately persistent = 30 to 100 days, and persistent >100
days (Kerle et. al. 1996). Half-life data is usually available for aquatic and terrestrial environments.
Another measure of pesticide persistence is dissipation time (DT50). It represents the time requiredfor 50% of the deposited pesticide to degrade and move from a treated site; whereas, half-life
describes the rate for degradation only. As for half-life, units of dissipation time are usually
expressed in days. Field or foliar dissipation time is the preferred data for use to estimate pesticideconcentrations in the environment. However, soil half-life is the most common persistence data
cited in published literature. If field or foliar dissipation data is not available, soil half-life data may
be used. The average or representative half-life value of most important degradation mechanism will
be selected for quantitative analysis for both terrestrial and aquatic environments.
Mobility of a pesticide is a function of how strongly it is adsorbed to soil particles and organic
matter, its solubility in water, and its persistence in the environment. Pesticides strongly adsorbed tosoil particles, relatively insoluble in water, and not environmentally persistent would be less likely tomove across the soil surface into surface waters or to leach through the soil profile and contaminate
groundwater. Conversely, pesticides that are not strongly adsorbed to soil particles, are highly watersoluble, and are persistent in the environment would have greater potential to move from theapplication site (off-site movement).
The degree of pesticide adsorption to soil particles and organic matter (Kerle et. al. 1996) isexpressed as the soil adsorption coefficient (Koc). The soil adsorption coefficient is measured as
micrograms of pesticide per gram of soil (μg/g) that can range from near zero to the thousands.
Pesticides with higher Koc values are strongly absorbed to soil and, therefore, would be less subject
to movement.
Water solubility describes the amount of pesticide that will dissolve in a known quantity of water.
The water solubility of a pesticide is expressed as milligrams of pesticide dissolved in a liter of water(mg/l or ppm). Pesticide with solubility <0.1 ppm are virtually insoluble in water, 100-1000 ppm aremoderately soluble, and >10,000 ppm highly soluble (US Geological Survey 2000). As pesticide
solubility increases, there would be greater potential for off-site movement.
The Groundwater Ubiquity Score (GUS) is a quantitative screening tool to estimate a pesticide’s
potential to move in the environment. It utilizes soil persistence and adsorption coefficients in thefollowing formula.
GUS = log10 (t½) x [4 - log10 (Koc)]
The potential pesticide movement rating would be based upon its GUS value. Pesticides with a GUS<0.1 would considered to have an extremely low potential to move toward groundwater. Values of
1.0-2.0 would be low, 2.0-3.0 would be moderate, 3.0-4.0 would be high, and>4.0 would have a very high potential to move toward groundwater.
Water solubility describes the amount of pesticide dissolving in a specific quantity of water, where it
is usually measured as mg/l or parts per million (ppm). Solubility is useful as a comparative measure
because pesticides with higher values are more likely to move by run-off or leaching. GUS, watersolubility, t½, and Koc values are available for selected pesticides from the OSU Extension Pesticide
Properties Database at http://npic.orst.edu/ppdmove.htm. Many of the values in this database were
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derived from the SCS/ARS/CES Pesticide Properties Database for Environmental Decision Making(Wauchope et al. 1992).
Soil properties influence the fate of pesticides in the environment. The following six properties aremostly likely to affect pesticide degradation and the potential for pesticides to move off-site byleaching (vertical movement through the soil) or runoff (lateral movement across the soil surface).
• Permeability is the rate of water movement vertically through the soil. It is affected by soil
texture and structure. Coarse textured soils (e.g., high sand content) have a larger pore size andthey are generally more permeable than fine textured soils (i.e., high clay content). The more
permeable soils would have a greater potential for pesticides to move vertically down through thesoil profile. Soil permeability rates (inches/hour) are usually available in county soil survey
reports.
• Soil texture describes the relative percentage of sand, silt, and clay. In general, greater clay
content with smaller the pore size would lower the likelihood and rate water that would movethrough the soil profile. Clay also serves to adsorb (bind) pesticides to soil particles. Soils withhigh clay content would absorb more pesticide than soils with relatively low clay content. In
contrast, sandy soils with coarser texture and lower water holding capacity would have a greater
potential for water to leach through them.
• Soil structure describes soil aggregation. Soils with a well developed soil structure have looser,
more aggregated, structure that would be less likely to be compacted. Both characteristics would
allow for less restricted flow of water through the soil profile resulting in greater infiltration.
• Organic matter would be the single most important factor affecting pesticide adsorption in soils.
Many pesticides are adsorbed to organic matter which would reduce their rate of downward
movement through the soil profile. Also, soils high in organic matter would tend to hold morewater, which may make less water available for leaching.
• Soil moisture affects how fast water would move through the soil. If soils are already wet or
saturated before rainfall or irrigation, excess moisture would runoff rather than infiltrate into thesoil profile. Soil moisture also would influence microbial and chemical activity in soil, which
effects pesticide degradation.
• Soil pH would influence chemical reactions that occur in the soil which in turn determines
whether or not a pesticide will degrade, rate of degradation, and, in some instances, which
degradation products are produced.
Based upon the aforementioned properties, soils most vulnerable to groundwater contamination
would be sandy soils with low organic matter. In contrast, the least vulnerable soils would be welldrained clayey soils with high organic matter. Consequently, pesticides with the lowest potential for
movement in conjunction with appropriate best management practices (see below) would be used in
an IPM framework to treat pests while minimizing effects to non-target biota and protecting
environmental quality.
Along with soil properties, the potential for a pesticide to affect water quality through run-off andleaching would consider site-specific environmental and abiotic conditions including rainfall, watertable conditions, and topography (Huddleston 1996).
• Water is necessary to separate pesticides from soil. This can occur in two basic ways. Pesticides
that are soluble move easily with runoff water. Pesticide-laden soil particles can be dislodged
and transported from the application site in runoff. The concentration of pesticides in the surface
runoff would be greatest for the first runoff event following treatment. The rainfall intensity andAppendix G. Integrated Pest Management

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Rainfall interacts with pesticides at a shallow soil depth (¼ to ½ inch), which is called the mixing
zone (Baker and Miller 1999). The pesticide/water mixture in the mixing zone would tend toleach down into the soil or runoff depending upon how quickly the soil surface becomessaturated and how rapidly water can infiltrate into the soil. Leaching would decrease the amountof pesticide available near the soil surface (mixing zone) to runoff during the initial rainfall event
following application and subsequent rainfall events.
Terrain slope would affect the potential for surface runoff and the intensity of runoff. Steeper
slopes would have greater potential for runoff following a rainfall event. In contrast, soils thatare relatively flat would have little potential for runoff, except during intense rainfall events. In
addition, soils in lower areas would be more susceptible to leaching as a result of receiving
excessive water from surrounding higher elevations.
Depth to groundwater would be an important factor affecting the potential for pesticides to leachinto groundwater. If the distance from the soil surface to the top of the water table is shallow,
pesticides would have less distance to travel to reach groundwater. Shallower water tables thatpersist for longer periods would be more likely to experience groundwater contamination. Soilsurvey reports are available for individual counties. These reports provide data in tabular format
regarding the water table depths and the months during which it is persists. In some situations, a
hard pan exists above the water table that would prevent pesticide contamination from leaching.

7.5 Determining Effects to Air Quality
Pesticides may volatilize from soil and plant surfaces and move from the treated area into theatmosphere. The potential for a pesticide to volatilize is determined by the pesticide’s vapor pressure
which would be affected by temperature, sorption, soil moisture, and the pesticide’s water solubility.
Vapor pressure is often expressed in mm Hg. To make these numbers easier to compare, vapor
pressure may be expressed in exponent form (I x 10-7), where I represents a vapor pressure index. In
general, pesticides with I<10 would have a low potential to volatilize; whereas, pesticides with
I>1,000 would have a high potential to volatilize (Oregon State University 1996). Vapor pressure
values for pesticides are usually available in the pesticide product MSDS or the USDA Agricultural
Research Service (ARS) pesticide database.

7.6 Preparing a Chemical Profile
The following instructions would be used by Service personnel to complete Chemical Profiles forpesticides. Specifically, profiles would be prepared for pesticide active ingredients (e.g., glyphosate,imazapic) that would be contained in one or more trade name products that are registered and labeledwith USEPA. All information fields under each category (e.g., Toxicological Endpoints,
Environmental Fate) would be completed for a Chemical Profile. If no information is available for a
specific field, then “No data is available in references” would be recorded in the profile. Available
scientific information would be used to complete Chemical Profiles. Each entry of scientificinformation would be shown with applicable references.
Completed Chemical Profiles would provide a structured decision-making process utilizing
quantitative assessment/screening tools with threshold values (where appropriate) that would be used
to evaluate potential biological and other environmental effects to refuge resources. For ecologicalrisk assessments presented in these profiles, the “worst-case scenario” would be evaluated to
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determine whether a pesticide could be approved for use considering the maximum single application
rate specified on pesticide labels for habitat management and croplands/facilities maintenancetreatments pertaining to refuges. Where the “worst-case scenario” likely would only result in minor,
temporary, and localized effects to listed and non-listed species with appropriate BMPs (see Section5.0), the proposed pesticide’s use in a PUP would have a scientific basis for approval under any
application rate specified on the label that is at or below rates evaluated in a Chemical Profile. In
some cases, the Chemical Profile would include a lower application rate than the maximum labeled
rate in order to protect refuge resources. As necessary, Chemical Profiles would be periodically
updated with new scientific information or as pesticides with the same active ingredient are proposed
for use on the refuge in PUPs.
Throughout this section, threshold values (to prevent or minimize potential biological andenvironmental effects) would be clearly identified for specific information presented in a completed
Chemical Profile. Comparison with these threshold values provides an explicit scientific basis toapprove or disapprove PUPs for habitat management and cropland/facilities maintenance on refuge
lands. In general, PUPs would be approved for pesticides with Chemical Profiles where there would
be no exceedances of threshold values. However, BMPs are identified for some screening tools thatwould minimize/eliminate potential effects (exceedance of the threshold value) as a basis forapproving PUPs.
Date: Service personnel would record the date when the Chemical Profile is completed or updated.
Chemical Profiles (e.g., currently approved pesticide use patterns) would be periodically reviewed
and updated, as necessary. The most recent review date would be recorded on a profile to document
when it was last updated.
Trade Name(s): Service personnel would accurately and completely record the trade name(s) fromthe pesticide label, which includes a suffix that describes the formulation (e.g., WP, DG, EC, L, SP,
I, II or 64). The suffix often distinguishes a specific product among several pesticides with the sameactive ingredient. Service personnel would record a trade name for each pesticide product with thesame active ingredient.
Common chemical name(s): Service personnel would record the common name(s) listed on thepesticide label or material safety data sheet (MSDS) for an active ingredient. The common name of apesticide is listed as the active ingredient on the title page of the product label immediately following
the trade name, and the MSDS, Section 2: Composition/ Information on Ingredients. A Chemical
Profile is completed for each active ingredient.
Pesticide Type: Service personnel would record the type of pesticide for an active ingredient as oneof the following: herbicide, dessicant, fungicide, fumigant, growth regulator, insecticide, pisicide, orrodenticide.
EPA Registration Number(s): This number (EPA Reg. No.) appears on the title page of the label
and MSDS, Section 1: Chemical Product and Company Description. It is not the EPA
Establishment Number that is usually located near it. Service personnel would record the EPA Reg.
No. for each trade name product with an active ingredient based upon PUPs.
Pesticide Class: Service personnel would list the general chemical class for the pesticide (active
ingredient). For example, malathion is an organophosphate and carbaryl is a carbamate.
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CAS (Chemical Abstract Service) Number: This number is often located in the second section(Composition/Information on Ingredients) of the MSDS. The MSDS table listing components
usually contains this number immediately prior to or following the % composition.
Other Ingredients: From the most recent MSDS for the proposed pesticide product(s), Service
personnel would include any chemicals in the pesticide formulation not listed as an active ingredientthat are described as toxic or hazardous, or regulated under the Superfund Amendments andReauthorization Act (SARA), Comprehensive Environmental Response, Compensation, and Liability
Act (CERCLA), Toxic Substances Control Act (TSCA), Occupational Safety and HealthAdministration (OSHA), State Right-to-Know, or other listed authorities. These are usually found in
MSDS sections titled “Hazardous Identifications”, “Exposure Control/Personal Protection”, and“Regulatory Information”. If concentrations of other ingredients are available for any compounds
identified as toxic or hazardous, then Service personnel would record this information in theChemical Profile by trade name. MSDS(s) may be obtained from the manufacturer, manufacturer’s
website or from an on-line database maintained by Crop Data Management Systems, Inc. (see list
below).
Toxicological Endpoints
Toxicological endpoint data would be collected for acute and chronic tests with mammals, birds, andfish. Data would be recorded for species available in the scientific literature. If no data are found fora particular taxonomic group, then “No data available is references” would be recorded as the data
entry. Throughout the Chemical Profile, references (including toxicological endpoint data) would becited using parentheses (#) following the recorded data.
Mammalian LD50: For test species in the scientific literature, Service personnel would record
available data for oral lethal dose (LD50) in mg/kg-bw (body weight) or ppm-bw. Most common test
species in scientific literature are the rat and mouse. The lowest LD50 value found for a rat would be
used as a toxicological endpoint for dose-based RQ calculations to assess acute risk to mammals (seeTable 1 in Section 7.1).
Mammalian LC50: For test species in the scientific literature, Service personnel would record
available data for dietary lethal concentration (LC50) as reported (e.g., mg/kg-diet or ppm-diet). Most
common test species in scientific literature are the rat and mouse. The lowest LC50 value found for a
rat would be used as a toxicological endpoint for diet-based RQ calculations to assess acute risk (seeTable 1 in Section 7.1).
Mammalian Reproduction: For test species listed in the scientific literature, Service personnel
would record the test results (e.g., Lowest Observed Effect Concentration [LOEC], Lowest Observed
Effect Level [LOEL], No Observed Adverse Effect Level [NOAEL], No Observed Adverse EffectConcentration [NOAEC]) in mg/kg-bw or mg/kg-diet for reproductive test procedure(s) (e.g.,generational studies [preferred], fertility, new born weight). Most common test species available inscientific literature are rats and mice. The lowest NOEC, NOAEC, NOEL, or NOAEL test results
found for a rat would be used as a toxicological endpoint for RQ calculations to assess chronic risk(see Table 1 in Section 7.1).
Avian LD50: For test species available in the scientific literature, Service personnel would record
values for oral lethal dose (LD50) in mg/kg-bw or ppm-bw. Most common test species available in
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scientific literature are the bobwhite quail and mallard. The lowest LD50 value found for an avian
species would be used as a toxicological endpoint for dose-based RQ calculations to assess acute risk(see Table 1 in Section 7.1).
Avian LC50: For test species available in the scientific literature, Service personnel would record
values for dietary lethal concentration (LC50) as reported (e.g., mg/kg-diet or ppm-diet). Most
common test species available in scientific literature are the bobwhite quail and mallard. The lowest
LC50 value found for an avian species would be used as a toxicological endpoint for dietary-based
RQ calculations to assess acute risk (see Table 1 in Section 7.1).
Avian Reproduction: For test species available in the scientific literature, Service personnel would
record test results (e.g., LOEC, LOEL, NOAEC, NOAEL) in mg/kg-bw or mg/kg-diet consumed for
reproductive test procedure(s) (e.g., early life cycle, reproductive). Most common test species
available in scientific literature are the bobwhite quail and mallard. The lowest NOEC, NOAEC,NOEL, or NOAEL test results found for an avian species would be used as a toxicological endpoint
for RQ calculations to assess chronic risk (see Table 1 in Section 7.1).
Fish LC50: For test freshwater or marine species listed in the scientific literature, Service personnel
would record a LC50 in ppm or mg/L. Most common test species available in the scientific literature
are the bluegill, rainbow trout, and fathead minnow (marine). Test results for many game species
may also be available. The lowest LC50 value found for a freshwater fish species would be used as a
toxicological endpoint for RQ calculations to assess acute risk (see Table 1 in Section 7.1).
Fish Early Life Stage (ELS)/Life Cycle: For test freshwater or marine species available in thescientific literature, Service personnel would record test results (e.g., LOEC, NOAEL, NOAEC,LOAEC) in ppm for test procedure(s) (e.g., early life cycle, life cycle). Most common test species
available in the scientific literature are bluegill, rainbow trout, and fathead minnow. Test results forother game species may also be available. The lowest test value found for a fish species (preferably
freshwater) would be used as a toxicological endpoint for RQ calculations to assess chronic risk (seeTable 1 in Section 7.1).
Other: For test invertebrate as well as non-vascular and vascular plant species available in thescientific literature, Service personnel would record LC50, LD50, LOEC, LOEL, NOAEC, NOAEL, or
EC50 (environmental concentration) values in ppm or mg/L. Most common test invertebrate species
available in scientific literature are the honey bee and the water flea (Daphnia magna). Green algae(Selenastrum capricornutum) and pondweed (Lemna minor) are frequently available test species foraquatic non-vascular and vascular plants, respectively.
Ecological Incident Reports: After a site has been treated with pesticide(s), wildlife may be
exposed to these chemical(s). When exposure is high relative to the toxicity of the pesticides,
wildlife may be killed or visibly harmed (incapacitated). Such events are called ecological incidents.
The USEPA maintains a database (Ecological Incident Information System) of ecological incidents.
This database stores information extracted from incident reports submitted by various federal andstate agencies and non-government organizations. Information included in an incident report is dateand location of the incident, type and magnitude of affects observed in various species, use(s) of
pesticides known or suspected of contributing to the incident, and results of any chemical residue andcholinesterase activity analyses conducted during the investigation.

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Incident reports can play an important role in evaluating the effects of pesticides by supplementing
quantitative risk assessments. All incident reports for pesticide(s) with the active ingredient andassociated information would be recorded.
Environmental Fate
Water Solubility: Service personnel would record values for water solubility (Sw), which describes
the amount of pesticide that dissolves in a known quantity of water. Sw is expressed as mg/L (ppm).
Pesticide Sw values would be categorized as one of the following: insoluble <0.1 ppm, moderately
soluble = 100 to 1000 ppm, highly soluble >10,000 ppm (US Geological Survey 2000). As pesticide
Sw increases, there would be greater potential to degrade water quality through run-off and leaching.
Sw would be used to evaluate potential for bioaccumulation in aquatic species [see Octanol-Water
Partition Coefficient (Kow) below].
Soil Mobility: Service personnel would record available values for soil adsorption coefficient (Koc[μg/g]). It provides a measure of a chemical's mobility and leaching potential in soil. Koc values are
directly proportional to organic content, clay content, and surface area of the soil. Koc data for apesticide may be available for a variety of soil types (e.g., clay, loam, sand).
Koc values would be used in evaluating the potential to degrade groundwater by leaching (seePotential to Move to Groundwater below).
Soil Persistence: Service personnel would record values for soil half-life (t½), which represents thelength of time (days) required for 50% of the deposited pesticide to degrade (completely or partially)in the soil. Based upon the t½ value, soil persistence would be categorized as one of the following:
non-persistent <30 days, moderately persistent = 30 to 100 days, and persistent >100 days (Kerle et.
al. 1996).
Threshold for Approving PUPs:
If soil t½ ≤100 days, then a PUP would be approved without additional BMPs to protect water
quality.
If soil t½ >100 days, then a PUP would only be approved with additional BMPs specifically toprotect water quality. One or more BMPs such as the following would be included in the SpecificBest Management Practices (BMPs) section to minimize potential surface run-off and leachingthat can degrade water quality:• Do not exceed one application per site per year.
• Do not use on coarse-textured soils where the ground water table is <10 feet and average annual
precipitation >12 inches.
• Do not use on steep slopes if substantial rainfall is expected within 24 hours or ground issaturated.
Along with Koc, soil t½ values would be used in evaluating the potential to degrade groundwater byleaching (see Potential to Move to Groundwater below).
Soil Dissipation: Dissipation time (DT50) represents the time required for 50% of the deposited
pesticide to degrade and move from a treated site; whereas, soil t½ describes the rate for degradation
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only. As for t½, units of dissipation time are usually expressed in days. Field dissipation time would
be the preferred data for use to estimate pesticide concentrations in the environment because it isbased upon field studies compared to soil t½, which is derived in a laboratory. However, soil t½ is themost common persistence data available in the published literature. If field dissipation data is notavailable, soil half-life data would be used in a Chemical Profile. The average or representative halflife value of most important degradation mechanism would be selected for quantitative analysis forboth terrestrial and aquatic environments.
Based upon the DT50 value, environmental persistence in the soil also would be categorized as one of
the following: non-persistent <30 days, moderately persistent = 30 to 100 days, and persistent >100days.
Threshold for Approving PUPs:
If soil DT50 ≤100 days, then a PUP would be approved without additional BMPs to protect water
quality.
If soil DT50 >100 days, then a PUP would only be approved with additional BMPs specifically toprotect water quality. One or more BMPs such as the following would be included in the SpecificBest Management Practices (BMPs) section to minimize potential surface run-off and leachingthat can degrade water quality:• Do not exceed one application per site per year.
• Do not use on coarse-textured soils where the ground water table is <10 feet and average annual
precipitation >12 inches.
• Do not use on steep slopes if substantial rainfall is expected within 24 hours or ground issaturated.
Along with Koc, soil DT50 values (preferred over soil t½) would be used in evaluating the potential todegrade groundwater by leaching (see Potential to Move to Groundwater below), if available.
Aquatic Persistence: Service personnel would record values for aquatic t½, which represents thelength of time required for 50% of the deposited pesticide to degrade (completely or partially) inwater. Based upon the t½ value, aquatic persistence would be categorized as one of the following:
non-persistent <30 days, moderately persistent = 30 to 100 days, andpersistent >100 days (Kerle et. al. 1996).
Threshold for Approving PUPs:
If aquatic t½ ≤100 days, then a PUP would be approved without additional BMPs to protect water
quality.
If aquatic t½ >100 days, then a PUP would only be approved with additional BMPs specifically toprotect water quality. One or more BMPs such as the following would be included in the SpecificBest Management Practices (BMPs) section to minimize potential surface run-off and leachingthat can degrade water quality:• Do not exceed one application per site per year.
• Do not use on coarse-textured soils where the ground water table is <10 feet and average annual
precipitation >12 inches.

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Do not use on steep slopes if substantial rainfall is expected within 24 hours or ground issaturated.

Aquatic Dissipation: Dissipation time (DT50) represents the time required for 50% of the deposited
pesticide to degrade or move (dissipate); whereas, aquatic t½ describes the rate for degradation only.
As for t½, units of dissipation time are usually expressed in days. Based upon the DT50 value,environmental persistence in aquatic habitats also would be categorized as one of the following:
non-persistent <30 days, moderately persistent = 30 to 100 days, andpersistent >100 days.
Threshold for Approving PUPs:
If aquatic DT50 ≤100 days, then a PUP would be approved without additional BMPs to protect water
quality.
If aquatic DT50 >100 days, then a PUP would only be approved with additional BMPs specifically toprotect water quality. One or more BMPs such as the following would be included in the SpecificBest Management Practices (BMPs) section to minimize potential surface run-off and leachingthat can degrade water quality:• Do not exceed one application per site per year.
• Do not use on coarse-textured soils where the ground water table is <10 feet and average annual
precipitation >12 inches.
• Do not use on steep slopes if substantial rainfall is expected within 24 hours or ground issaturated.
Potential to Move to Groundwater: Groundwater Ubiquity Score (GUS) = log10(soil t ½) x [4 –log10(Koc)]. If a DT50 value is available, it would be used rather than a t ½ value to calculate a GUS
score. Based upon the GUS value, the potential to move toward groundwater would be recorded as
one of the following categories: extremely low potential<1.0, low - 1.0 to 2.0, moderate - 2.0 to 3.0,high - 3.0 to 4.0, or very high>4.0.
Threshold for Approving PUPs:
If GUS ≤4.0, then a PUP would be approved without additional BMPs to protect water quality.
If GUS >4.0, then a PUP would only be approved with additional BMPs specifically to protect water
quality. One or more BMPs such as the following would be included in the Specific BestManagement Practices (BMPs) section to minimize potential surface run-off and leaching that candegrade water quality:• Do not exceed one application per site per year.
• Do not use on coarse-textured soils where the ground water table is <10 feet and average annual
precipitation >12 inches.
• Do not use on steep slopes if substantial rainfall is expected within 24 hours or ground issaturated.
Volatilization: Pesticides may volatilize (evaporate) from soil and plant surfaces and move offtarget into the atmosphere. The potential for a pesticide to volatilize is a function of its vapor
pressure that is affected by temperature, sorption, soil moisture, and the pesticide’s water solubility.
Vapor pressure is often expressed in mm Hg. To make these values easier to compare, vapor pressure

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would be recorded by Service personnel in exponential form (I x 10-7), where I represents a vapor
pressure index. In general, pesticides with I<10 would have low potential to volatilize; whereas,
pesticides with I >1,000 would have a high potential to volatilize (Oregon State University 1996).
Vapor pressure values for pesticides are usually available in the pesticide product MSDS or the
USDA Agricultural Research Service (ARS) pesticide database (see References).
Threshold for Approving PUPs:
If I ≤1000, then a PUP would be approved without additional BMPs to minimize drift and protect air
quality.
If I >1000, then a PUP would only be approved with additional BMPs specifically to minimize drift
and protect air quality. One or more BMPs such as the following would be included in the SpecificBest Management Practices (BMPs) section to reduce volatilization and potential to drift anddegrade air quality:• Do not treat when wind velocities are <2 or >10 mph with existing or potential inversion
conditions.
• Apply the large-diameter droplets possible for spray treatments.
• Avoid spraying when air temperatures >85oF.
• Use the lowest spray height possible above target canopy.
• Where identified on the pesticide label, soil incorporate pesticide as soon as possible during or
after application.
Octanol-Water Partition Coefficient (Kow): The octanol-water partition coefficient (Kow) is theconcentration of a pesticide in octanol and water at equilibrium at a specific temperature. Because
octanol is an organic solvent, it is considered a surrogate for natural organic matter. Therefore, Kow
would be used to assess potential for a pesticide to bioaccumulate in tissues of aquatic species (e.g.,fish). If Kow >1000 or Sw<1 mg/L AND soil t½>30 days, then there would be high potential for apesticide to bioaccumulate in aquatic species such as fish (US Geological Survey 2000).
Threshold for Approving PUPs:
If there is not a high potential for a pesticide to bioaccumulate in aquatic species, then the PUP
would be approved.
If there is a high potential to bioaccumulate in aquatic species (Kow>1000 or Sw<1 mg/L AND soil
t½>30 days), then the PUP would not approved, except under unusual circumstances where approval
would only be granted by the Washington Office.
Bioaccumulation/Bioconcentration: The physiological process where pesticide concentrations intissue would increase in biota because they are taken and stored at a faster rate than they aremetabolized or excreted. The potential for bioaccumulation would be evaluated throughbioaccumulation factors (BAFs) or bioconcentration factors (BCFs). Based upon BAF or BCF
values, the potential to bioaccumulate would be recorded as one of the following: low – 0 to 300,
moderate – 300 to 1000, or high >1000 (Calabrese and Baldwin 1993).
Threshold for Approving PUPs:
If BAF or BCF≤1000, then a PUP would be approved without additional BMPs.

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If BAF or BCF>1000, then a PUP would not approved, except under unusual circumstances whereapproval would only be granted by the Washington Office.
Worst-Case Ecological Risk Assessment
Max Application Rates (acid equivalent): Service personnel would record the highest application
rate of an active ingredient (ae basis) for habitat management and cropland/facilities maintenancetreatments in this data field of a Chemical Profile. These rates can be found in Table CP.1 under thecolumn heading “Max Product Rate – Single Application (lbs/acre – AI on acid equiv basis)”. This
table would be prepared for a chemical profile from information specified in labels for trade nameproducts identified in PUPs. If these data are not available in pesticide labels, then write “NS” for“not specified on label” in this table.
EECs: An estimated environmental concentration (ECC) represents potential exposure to fish andwildlife (birds and mammals) from using a pesticide. EECs would be derived by Service personnel
using an USEPA screening-level approach (US Environmental Protection Agency 2004). For eachmax application rate [see description under Max Application Rates (acid equivalent)], Service
personnel would record 2 EEC values in a Chemical Profile; these would represent the worst-caseterrestrial and aquatic exposures for habitat management and croplands/facilities maintenancetreatments. For terrestrial and aquatic EEC calculations, see description for data entry under
Presumption of Unacceptable Risk/Risk Quotients, which is the next field for a Chemical Profile.
Presumption of Unacceptable Risk/Risk Quotients: Service personnel would calculate and record
acute and chronic risk quotients (RQs) for birds, mammals, and fish using the provided tabularformats for habitat management and/or cropland/facilities maintenance treatments. RQs recorded ina Chemical Profile would represent the worst-case assessment for ecological risk. See Section 7.2
for discussion regarding the calculations of RQs.
For aquatic assessments associated with habitat management treatments, RQ calculations would bebased upon selected acute and chronic toxicological endpoints for fish and the EEC would be derived
from Urban and Cook (1986) assuming 100% overspray to an entire 1-foot deep water body using
the max application rate (ae basis [see above]).
For aquatic assessments associated with cropland/facilities maintenance treatments, RQ calculations
would be done by Service personnel based upon selected acute and chronic toxicological endpoints
for fish and an EEC would be derived from the aquatic assessment in AgDRIFT® model version 2.01
under Tier I ground-based application with the following input variables: max application rate (acidbasis [see above]), low boom (20 inches), fine to medium/coarse droplet size, 20 swaths, EPAdefined wetland, and 25-foot distance (buffer) from treated area to water.
See Section 7.2.1.2 for more details regarding the calculation of EECs for aquatic habitats for habitat
management and cropland/facilities maintenance treatments.
For terrestrial avian and mammalian assessments, RQ calculations would be done by Service
personnel based upon dietary exposure, where the “short grass” food item category would represent
the worst-case scenario. For terrestrial spray applications associated with habitat management andcropland/facilities maintenance treatments, exposure (EECs and RQs) would be determined using the
Kanaga nomogram method through the USEPA’s Terrestrial Residue Exposure model (T-REX)
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version 1.2.3. T-REX input variables would include the following: max application rate (acid basis[see above]) and pesticide half-life (days) in soil to estimate the initial, maximum pesticide residue
concentration on general food items for terrestrial vertebrate species in short (<20 cm tall) grass.
For granular pesticide formulations and pesticide-treated seed with a unique route of exposure forterrestrial avian and mammalian wildlife, see Section 7.2.1.1.2 for the procedure that would be used
to calculate RQs.
All calculated RQs in both tables would be compared with Levels of Concern (LOCs) established by
USEPA (see Table 2 in Section 7.2). If a calculated RQ exceeds an established LOC value (inbrackets inside the table), then there would be a potential for an acute or chronic effect (unacceptablerisk) to federally listed (T&E) species and nonlisted species. See Section 7.2 for detailed
descriptions of acute and chronic RQ calculations and comparison to LOCs to assess risk.
Threshold for approving PUPs:
If RQs≤LOCs, then a PUP would be approved without additional BMPs.
If RQs>LOCs, then a PUP would only be approved with additional BMPs specifically to minimize
exposure (ecological risk) to bird, mammal, and/or fish species. One or more BMPs such as thefollowing would be included in the Specific Best Management Practices (BMPs) section to reduce
potential risk to non-listed or listed species:• Lower application rate and/or fewer number of applications so RQs≤LOCs• For aquatic assessments (fish) associated with cropland/facilities maintenance, increase thebuffer distance beyond 25 feet so RQs≤LOCs.
Justification for Use: Service personnel would describe the reason for using the pesticide based
control of specific pests or groups of pests. In most cases, the pesticide label will provide theappropriate information regarding control of pests to describe in the section.
Specific Best Management Practices (BMPs): Service personnel would record specific BMPs
necessary to minimize or eliminate potential effects to non-target species and/or degradation ofenvironmental quality from drift, surface runoff, or leaching. These BMPs would be based upon
scientific information documented in previous data fields of a Chemical Profile. Where necessary
and feasible, these specific practices would be included in PUPs as a basis for approval.
If there are no specific BMPs that are appropriate, then Service personnel would describe why thepotential effects to refuge resources and/or degradation of environmental quality is outweighed by
the overall resource benefit(s) from the proposed pesticide use in the BMP section of the PUP. See
Section 4.0 of this document for a complete list of BMPs associated with mixing and applying
pesticides appropriate for all PUPs with ground-based treatments that would be additive to any
necessary, chemical-specific BMPs.
References: Service personnel would record scientific resources used to provide data/information
for a chemical profile. Use the number sequence to uniquely reference data in a chemical profile.
The following on-line data resources are readily available for toxicological endpoint andenvironmental fate data for pesticides:

Appendix G. Integrated Pest Management

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

1. California Product/Label Database. Department of Pesticide Regulation, California
Environmental Protection Agency. (http://www.cdpr.ca.gov/docs/label/labelque.htm#regprods)
2. ECOTOX database. Office of Pesticide Programs, US Environmental Protection Agency,
Washington, D.C. (http://cfpub.epa.gov/ecotox/)
3. Extension Toxicology Network (EXTOXNET) Pesticide Information Profiles. Cooperative effort
of University of California-Davis, Oregon State University, Michigan State University, Cornell
University and University of Idaho through Oregon State University, Corvallis, Oregon.
(http://extoxnet.orst.edu/pips/ghindex.html)
4. FAO specifications and evaluations for plant protection products. Pesticide Management Unit,
Plant Protection Services, Food and Agriculture Organization, United Nations.
(http://www.fao.org/WAICENT/FAOINFO/AGRICULT/AGP/AGPP/Pesticid/)
5. Human health and ecological risk assessments. Pesticide Management and Coordination, Forest
Health Protection, US Department of Agriculture, US Forest Service.
(http://www.fs.fed.us/foresthealth/pesticide/risk.htm)
6. Pesticide Chemical Fact Sheets. Clemson University Pesticide Information Center.
(http://entweb.clemson.edu/pesticid/Document/Labels/factshee.htm)
7. Pesticide Fact Sheets. Published by Information Ventures, Inc. for Bureau of Land Management,
Dept. of Interior; Bonneville Power Administration, U.S. Dept. of Energy; and Forest Service,
US Department of Agriculture. (http://infoventures.com/e-hlth/pesticide/pest-fac.html)
8. Pesticide Fact Sheets. National Pesticide Information Center. (http://npic.orst.edu/npicfact.htm)
9. Pesticide Fate Database. US Environmental Protection Agency, Washington, D.C.
(http://cfpub.epa.gov/pfate/home.cfm).
10. Pesticide product labels and material safety data sheets. Crop Data Management Systems, Inc.
(CDMS) (http://www.cdms.net/pfa/LUpdateMsg.asp) or multiple websites maintained byagrichemical companies.
11. Registered Pesticide Products (Oregon database). Oregon Department of Agriculture.
(http://www.oda.state.or.us/dbs/pest_products/search.lasso)
12. Regulatory notes. Pest Management Regulatory Agency, Health Canada, Ontario, Canada.
(http://www.hc-sc.gc.ca/pmra-arla/)
13. Reptile and Amphibian Toxicology Literature. Canadian Wildlife Service, Environment Canada,
Ontario, Canada. (http://www.cws-scf.ec.gc.ca/nwrc-cnrf/ratl/index_e.cfm)
14. Specific Chemical Fact Sheet – New Active Ingredients, Biopesticide Fact Sheet and Registration
Fact Sheet. U.S Environmental Protection Agency, Washington, D.C.
(http://www.epa.gov/pestidides/factsheets/chemical_fs.htm)

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15. Weed Control Methods Handbook: Tools and Techniques for Use in Natural Areas. The Invasive
Species Initiative. The Nature Conservancy. (http://tnsweeds.ucdavis.edu/handbook.html)
16. Wildlife Contaminants Online. US Geological Survey, Department of Interior, Washington, D.C.
(http://www.pwrc.usgs.gov/contaminants-online/)
17. One-liner database. 2000. US Environmental Protection Agency, Office of Pesticide Programs,
Washington, D.C.

Appendix G. Integrated Pest Management

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Hakalau Forest National Wildlife Refuge
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Chemical Profile
Date:
Trade Name(s):Pesticide Type:
Pesticide Class:
Other Ingredients:

Common ChemicalName(s):EPA Registration
Number:
CAS Number:

Toxicological Endpoints
Mammalian LD50:
Mammalian LC50:
Mammalian Reproduction:
Avian LD50:
Avian LC50:
Avian Reproduction:
Fish LC50:
Fish ELS/Life Cycle:
Other:
Ecological Incident Reports
Environmental Fate
Water solubility (Sw):
Soil Mobility (Koc):
Soil Persistence (t½):
Soil Dissipation (DT50):
Aquatic Persistence (t½):
Aquatic Dissipation (DT50):
Potential to Move to Groundwater(GUS score):
Volatilization (mm Hg):
Octanol-Water Partition Coefficient(Kow):
Bioaccumulation/Biocentration:

BAF:`
BCF:

Worst Case Ecological Risk Assessment
Max Application
Habitat Management:
Rate
Croplands/Facilities Maintenance:(ai lbs/acre – aebasis)
EECs
Terrestrial (Habitat Management):
Terrestrial (Croplands/Facilities Maintenance):
Aquatic (Habitat Management):
Aquatic (Croplands/Facilities Maintenance):
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Habitat Management Treatments:
Presumption of Unacceptable Risk
Acute
Chronic

Birds
Mammals
Fish
Birds
Mammals
Fish

Risk Quotient (RQ)
Listed (T&E)
Nonlisted Species
Species
[0.1]
[0.5]
[0.1]
[0.5]
[0.05]
[0.5]
[1]
[1]
[1]
[1]
[1]
[1]

Cropland/Facilities Maintenance Treatments:
Presumption of Unacceptable Risk
Acute
Chronic

Birds
Mammals
Fish
Birds
Mammals
Fish

Risk Quotient (RQ)
Listed (T&E)
Nonlisted Species
Species
[0.1]
[0.5]
[0.1]
[0.5]
[0.05]
[0.5]
[1]
[1]
[1]
[1]
[1]
[1]

Justification for Use:
Specific BestManagement Practices(BMPs):
References:

Appendix G. Integrated Pest Management

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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan
Table CP.1 Pesticide Name

Trade
Namea

a

Treatment
Typeb

Max Product
Rate – Single
Application(lbs/acre or
gal/acre)Max
Product
Rate Single
Application(lbs/acre AI on acidequiv basis)

Max NumberofApplications
Per Season

Max Product
Rate Per
Season(lbs/acre/seas
on orgal/acre/season)

MinimumTime
Between
Applications (Days)

From each label for a pesticide identified in pesticide use proposals (PUPs), Service personnel
would record application information associated with possible/known uses on Service lands.
b
Treatment type: H – habitat management or CF – cropland/facilities maintenance. If a pesticide islabeled for both types of treatments (uses), then record separate data for H and CF applications.

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

8.0 References
AgDrift 2001. A user’s guide for AgDrift 2.04: a tiered approach for the assessment of spray drift ofpesticides. Spray Drift Task Force, PO Box 509, Macon, Missouri.
ATSDR (Agency for Toxic Substances and Disease Registry) US Department of Health and Human
Services. 2004. Guidance Manual for the Assessment of Joint Toxic Action of Chemical
Mixtures. US Department of Health and Human Services, Public Health Service, ATSDR,
Division of Toxicology. 62 pages plus Appendices.
Baehr, C.H., and C. Habig. 2000. Statistical evaluation of the UTAB database for use in terrestrial
nontarget organism risk assessment. 10th Symposium on Environmental Toxicology and Risk
Assessment, American Society of Testing and Materials.
Baker, J. and G. Miller. 1999. Understanding and reducing pesticide losses. Extension Publication
PM 1495, Iowa State University Extension, Ames, Iowa. 6 pages.
Barry, T. 2004. Characterization of propanil prune foliage residues as related to propanil use patterns
in the Sacramento Valley, CA. Proceedings of the International Conference on Pesticide
Application for Drift Management. Waikoloa, Hawaii. 15 pages.
Battaglin, W.A., E.M. Thurman, S.J. Kalkhoff, and S.D. Porter. 2003. Herbicides andTransformation Products in Surface Waters of the Midwestern United States. Journal of theAmerican Water Resources Association (JAWRA) 39(4):743-756.
Beyer, W.N., E.E. Connor, S. Gerould. 1994. Estimates of soil ingestion by wildlife. Journal of
Wildlife Management 58:375-382.
Brooks, M.L., D'Antonio, C.M., Richardson, D.M., Grace, J.B., Keeley, J.E. and others. 2004.
Effects of invasive alien plants on fire regimes. BioScience 54:77-88.
Bureau of Land Management. 2007. Vegetation treatments using herbicides on Bureau of Land
Management Lands in 17 western states Programmatic EIS (PEIS). Washington Office,Bureau of Land Management.
Butler, T., W. Martinkovic, and O.N. Nesheim. 1998. Factors influencing pesticide movement toground water. Extension Publication PI-2, University of Florida, Cooperative Extension
Service, Gainesville, FL. 4 pages.
Calabrese, E.J. and L.A. Baldwin. 1993. Performing Ecological Risk Assessments. Lewis
Publishers, Chelsea, MI.
Center, T.D., Frank, J.H., and Dray Jr., F.A. 1997. Biological Control. Strangers in Paradise: Impact
and Management of Nonindigenous Species in Florida. P.245-263.
Cox, R.D., and V.J. Anderson. 2004. Increasing native diversity of cheatgrass-dominated rangelandthrough assisted succession. Journal of Range Management 57:203-210.

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Coombs, E.M., J.K Clark, G.L. Piper, and A.F. Cofrancesco Jr. 2004. Biological control of invasiveplants in the United States. Oregon State University Press, Corvallis, 467 pages.
Driver, C.J., M.W. Ligotke, P. Van Voris, B.D. McVeety, B.J. Greenspan, and D.B. Brown. 1991.
Routes of uptake and their relative contribution to the toxicologic response of northernbobwhite (Colinus virginianus) to an organophosphate pesticide. Environmental Toxicology
and Chemistry 10:21-33.
Dunning, J.B. 1984. Body weights of 686 species of North American birds. Western Bird Banding
Association. Monograph No. 1.
EXTOXNET. 1993a. Movement of pesticides in the environment. Pesticide Information Project of
Cooperative Extension Offices of Cornell University, Oregon State University, University of
Idaho, University of California – Davis, and the Institute for Environmental Toxicology,
Michigan State University. 4 pages.
Fletcher, J.S., J.E. Nellessen, and T.G. Pfleeger. 1994. Literature review and evaluation of the EPA
food-chain (Kenaga) nomogram, and instrument for estimating pesticide residue on plants.
Environmental Toxicology and Chemistry 13:1381-1391.
Hasan, S. and P.G. Ayres. 1990. The control of weeds through fungi: principles andprospects. Tansley Review 23:201-222.
Huddleston, J.H. 1996. How soil properties affect groundwater vulnerability to pesticidecontamination. EM 8559. Oregon State University Extension Service. 4 pages.
Kerle, E.A., J.J. Jenkins, P.A. Vogue. 1996. Understanding pesticide persistence and mobility forgroundwater and surface water protection. EM 8561. Oregon State University Extension
Service. 8 pages.
Masters, R.A, and R.L. Sheley. 2001. Invited synthesis paper: principles and practices for managing
rangeland invasive plants. Journal of Range Manage 54:502-517.
Masters, R.A., S.J. Nissen, R.E. Gaussoin, D.D. Beran, and R.N. Stougaard. 1996. Imidazolinone
herbicides improve restoration of Great Plains grasslands. Weed Technology 10:392-403.
Maxwell, B.D., E. Lehnhoff, L.J. Rew. 2009. The rationale for monitoring invasive plant
populations as a crucial step for management. Invasive Plant Science and Management 2:19.
Mineau, P., B.T. Collins, and A. Baril. 1996. On the use of scaling factors to improve interspecies
extrapolation to acute toxicity in birds. Regulatory Toxicology and Pharmacology 24:24-29.
Moody, M.E., and R.N. Mack. 1988. Controlling the spread of plant invasions: the importance ofnascent foci. Journal of Applied Ecology 25:1009-1021.
Morse, L.E., J.M. Randall, N. Benton, R. Hiebert, and S. Lu. 2004. An Invasive Species Assessment
Protocol: NatureServe.
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Comprehensive Conservation Plan

Mullin, B.H., L.W. Anderson, J.M. DiTomaso, R.E. Eplee, and K.D. Getsinger. 2000.
Invasive Plant Species. Issue Paper (13):1-18.
Oregon State University. 1996. EXTOXNET-Extension Toxicology Network, Pesticide
Information Profiles. Oregon State University, Corvallis, Oregon.
Pfleeger, T.G., A. Fong, R. Hayes, H. Ratsch, C. Wickliff. 1996. Field evaluation of the EPA(Kanaga) nomogram, a method for estimating wildlife exposure to pesticide residues onplants. Environmental Toxicology and Chemistry 15:535-543.
Pope, R., J. DeWitt, and J. Ellerhoff. 1999. Pesticide movement: what farmers need to know.
Extension Publication PAT 36, Iowa State University Extension, Ames, Iowa and Iowa
Department of Agriculture and Land Stewardship, Des Moines, Iowa. 6 pages.
Ramsay, C.A., G.C. Craig, and C.B. McConnell. 1995. Clean water for Washington – protecting
groundwater from pesticide contamination. Extension Publication EB1644, Washington State
University Extension, Pullman, Washington. 12 pages.
SDTF 2003 Spray Drift Task Force. 2003. A summary of chemigation application studies. Spray
Drift Task Force, Macon, Missouri.
Teske, M.E., S.L. Bird, D.M. Esterly, S.L. Ray, S.G. and Perry. 1997. A User's Guide for
AgDRIFTTM 1.0: A Tiered Approach for the Assessment of Spray Drift of Pesticides,
Technical Note No. 95-10, CDI, Princeton, New Jersey.
Teske, M.E., S.L. Bird, D.M. Esterly, T.B. Curbishley, S.L. Ray, and S.G. Perry. 2002.
AgDRIFT®: a model for estimating near-field spray drift from aerial applications.
Environmental Toxicology and Chemistry 21: 659-671.
Urban, D.J and N.J. Cook. 1986. Ecological risk assessment. EPA 540/9-85-001. US
Environmental Protection Agency, Office of Pesticide Programs, Washington D.C. 94 pages.
U.S. Environmental Protection Agency. 1990. Laboratory Test Methods of Exposure to Microbial
Pest Control Agents by the Respiratory Route to Nontarget Avian Species. Environmental
Research Laboratory, Corvallis, OR. EPA/600/3-90/070.
U.S. Environmental Protection Agency. 1998. A Comparative Analysis of Ecological Risks from
Pesticides and Their Uses: Background, Methodology & Case Study. Environmental Fate &Effects Division, Office of Pesticide Programs, U.S. Environmental Protection Agency,
Washington, D.C. 105 pages.
U.S. Environmental Protection Agency. 2004. Overview of the ecological risk assessment process
in the Office of Pesticide Programs, U.S. Environmental Protection Agency: endangered andthreatened species effects determinations, Office of Pesticide Programs, Washington, DC.
101 pages.
U.S. Environmental Protection Agency. 2005a. Technical overview of ecological risk assessment
risk characterization; Approaches for evaluating exposure; Granular, bait, and treated seed
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applications. U.S. Environmental Protection Agency, Office of Pesticide Programs,
Washington, DC. http://www.epa.gov/oppefed1/ecorisk_ders/toera_analysis_exp.htm.
U.S. Environmental Protection Agency. 2005b. User’s Guide TREX v1.2.3. U.S. Environmental
Protection Agency, Office of Pesticide Programs, Washington, DC. 22 pages.
http://www.epa.gov/oppefed1/models/terrestrial/trex_usersguide.htm.
U.S. Geological Survey. 2000. Pesticides in stream sediment and aquatic biota – current
understanding of distribution and major influences. USGS Fact Sheet 092-00, U.S.
Geological Survey, Sacramento, California. 4 pages.
U.S. Forest Service. 2005. Pacific Northwest Region Invasive Plant Program
Preventing and Managing Invasive Plants Final Environmental Impact Statement. 359 pages.
Wauchope, R.D., T.M. Buttler, A.G. Hornsby, P.M. Augustijn-Beckers, and J.P. Burt. 1992. The
SCS/ARS/CES pesticide properties database for environmental decision making. Reviews ofEnvironmental Contamination and Toxicology 123:1-155.
Woods, N. 2004. Australian developments in spray drift management. Proceedings of theInternational Conference on Pesticide Application for Drift Management, Waikoloa, Hawaii.
8 pages.

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Comprehensive Conservation Plan

Appendix H. Statement of Compliance for Implementation of the
Hakalau Forest National Wildlife Refuge Comprehensive
Conservation Plan
The following Executive orders and legislative acts have been reviewed as they apply to
implementation of the Comprehensive Conservation Plan (CCP) for Hakalau Forest National
Wildlife Refuge (NWR).
National Environmental Policy Act (1969) (42 U.S.C. 4321 et seq.). The CCP planning
process has been conducted in accordance with National Environmental Policy Act implementing
procedures, Department of the Interior and U. S. Fish and Wildlife Service procedures, and has
been performed in coordination with the affected public. Procedures used to reach this decision
meet the requirements of the National Environmental Policy Act and its implementing
regulations in 40 CFR Parts 1500-1508. These procedures included the development of a range ofalternatives for the CCP; analysis of the likely effects of each alternative; and public involvement
throughout the planning process.

An environmental assessment (EA) was prepared that integrated the CCP into the NEPA
document and process. The Draft CCP/EA was released for a 30-day public comment period.
The affected public was notified of the availability of the Draft CCP/EA through a Federal
Register notice, news release to local media outlets, the Service’s refuge and refuge planningwebsites, and a planning update. Copies of the Draft CCP/EA and/or planning update were
distributed to an extensive mailing list. Based on public comments received no changes weremade to the selected alternative. A summary of comments and Service response wasincluded in Appendix K.
National Historic Preservation Act (1966) (16 U.S. C.470 et seq.). The management ofhistoric, archaeological, and cultural resources of Hakalau Forest NWR complies with theregulations of Section 106 of the National Historic Preservation Act. No historic, archaeological,
and cultural resources are known to be affected by the implementation of the CCP based on thecriteria of an effect or adverse effect as an undertaking defined in 36 CFR 800.9 and Service
Manual 614 FW 2. Should historic properties be identified in the future, the Service will comply
with the National Historic Preservation Act if any management actions have the potential toaffect any of these properties.
Executive Order 12372. Intergovernmental Review. Coordination and consultation withother affected Federal, State, and County agencies have been completed through personal contact
by Service planners, the Refuge manager and supervisors. The Refuge manager determined there
are no local or tribal governments (as defined by Executive Order 13175) associated with
Hakalau Forest NWR.
Executive Order 12898. Federal Actions to Address Environmental Justice in Minority and
Low-Income Populations. All Federal actions must address and identify, as appropriate,
disproportionately high and adverse human health or environmental effects of its programs,
policies, and activities on minority populations, low-income populations, and Indian Tribes in the

Appendix H. Statement of Compliance

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United States. The CCP was evaluated and no adverse human health or environmental effects
were identified for minority or low-income populations, Indian Tribes, or anyone else.
Executive Order 13186. Responsibilities of Federal Agencies to Protect Migratory Birds.
This Order directs departments and agencies to take certain actions to further implement the
Migratory Bird Treaty Act (MBTA). The CCP is consistent with this Executive Order because
management actions are consistent with the provisions of the MBTA and the CCP and NEPA
analysis evaluated the effects of such action on MBTA species.
Endangered Species Act (ESA) (16 U.S.C. 1531-1544). This Act provides for the conservationof threatened and endangered species of fish, wildlife, and plants by Federal action and byencouraging the establishment of state programs. It provides for the determination and listing ofendangered and threatened species and the designation of critical habitats. Section 7 requires
refuge managers to perform consultation before initiating projects which affect or may affectendangered species. The Refuge will conduct consultation under Section 7 of the Endangered
Species Act for any Refuge management program actions that have the potential to affect listed
species.
Coastal Zone Management Act, Section 307. Section 307(c)(1) of the Coastal Zone
Management Act of 1972 amended, requires each Federal agency conducting or supporting
activities directly affecting the coastal zone, to conduct or support those activities in a mannerthat is, to the maximum extent practicable, consistent with approved State coastal management
programs. The implementation of the Hakalau Forest National Wildlife Refuge CCP will nothave an effect upon land or water use within the purview of the State’s management program.
National Wildlife Administration Act of 1966, as amended by the National Wildlife Refuge
System Improvement Act of 1997 (16 U.S.C. 668dd-668ee). During the CCP process, theRefuge Manger evaluated all existing and proposed Refuge uses at Hakalau Forest NWR.
Priority wildlife-dependent uses (hunting, fishing, wildlife observation and photography,
environmental education and interpretation) are considered automatically appropriate underService policy and thus exempt from appropriate uses review. Appropriate Use Findings havebeen prepared for the following uses: commercial photography, videography, filming or audio
recording; commercial tour operation/conservation and education group visits; the University of
Hawai‘i Field station; and research, scientific collecting, and surveys. Compatibility
Determinations have been prepared for the following uses: hunting, wildlife observation andphotography, commercial photography, videography, filming or audio recording, commercial
tour operation/conservation and education group visits, the University of Hawai‘i Field Station,and research, scientific collecting, and surveys.
Integrated Pest Management (IPM), 517 DM 1 and 569 FW 1. In accordance with 517 DM 1
and 569 FW 1, an integrated pest management (IPM) approach has been adopted to eradicate,control or contain pest and invasive species on the Refuge. In accordance with 517 DM 1, only
pesticides registered with the U.S. Environmental Protection Agency (EPA) in full compliancewith the Federal Insecticide, Fungicide, and Rodenticide Act and as provided in regulations,orders, or permits issued by the EPA may be applied on lands and waters under Refuge
jurisdiction.

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Appendix H. Statement of ComplianceHakalau Forest National Wildlife Refuge
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Appendix H. Statement of ComplianceHakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Appendix I. Acronyms and Abbreviations
Ac
ACHP
Administration Act
ALUM
AM
ATSDR
BCC
BIDEH
BIISC
Complex
BMPs
BRD
CCP
CCS
CD
CDP
CEQ
CI
CWCS
Dbh
DHHL
DLNR
DM
DOA
DOFAW
DOI
DOSP
EA
EE
EIS
ENSO
EPA
ES
ESA
FIFRA
FIRM
FOH
FONSI
FPD
Ft
FUMP
GHG
HAVO
HAWP

Acres
President’s Advisory Council on Historic Preservation
National Wildlife Refuge System Administration Act of 1966 (16 U.S.C.
668dd-668ee)
State of Hawai‘i Agricultural Land Use Maps
Adaptive Management
Agency for Toxic Substances and Disease Registry
Birds of Conservation Concern
Biological Integrity, Diversity, and Environmental Health
Big Island Invasive Species
Big Island National Wildlife Refuge Complex
Best Management Practices
Biological Resources Discipline
Comprehensive Conservation Plan
Challenge Cost Share
Compatibility Determination
Community Development Plan
White House Council on Environmental Quality
Confidence Interval
Comprehensive Wildlife Conservation Strategy
Diameter at Breast Height
Department of Hawaiian Home Lands
Department of Land and Natural Resources
Deferred MaintenanceState of Hawai‘i Department of Agriculture
Division of Forestry and Wildlife
Department of the Interior
Division of State Parks
Environmental Assessment
Environmental Education
Environmental Impact Statement
El Niño Southern Oscillation
Environmental Protection Agency
Ecological Services
Endangered Species Act
Federal Insecticide, Fungicide, and Rodenticide Act
Flood Insurance Rate Map
Friends of Hakalau Forest National Wildlife Refuge
Finding of No Significant Impact
Frost Protection Devices
Feet (Foot)
Feral Ungulate Management Plan
Greenhouse Gases
Hawai‘i Volcanoes National Park
Hawai‘i Association of Watershed Partnerships

Appendix I. Acronyms and Abbreviations

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Hakalau Forest National Wildlife Refuge
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HETF
HFU
HPWRA
Improvement Act
I&M
In
IPCC
IPIF
IPM
ISST
KFU
LCC
LEIS
LUPAG
MBTA
MBCA
Mgd
Mi
MKWA
MOA
MOU
NAR
NEPA
NFWF
NGO
NOAA
NOI
NPL
NPS
NRCS
NRDC
NRHP
NWPS
NWR
NWRS
OHA
OKP
PDM
PEP(P)
PICCC
PIER
PIF
PFT
PTA
RO
RONS
SAMMS
SCORP
I-2

Hawai‘i Experimental Tropical Forest
Hakalau Forest Unit
Hawai‘i Pacific Weed Risk Assessment
National Wildlife Refuge System Improvement Act of 1997
Inventory and Monitoring
Inch(es)Intergovernmental Panel on Climate Change
Institute of Pacific Islands Forestry
Integrated Pest Management
Invasive Species Strike Team
Kona Forest Unit
Landscape Conservation Cooperatives
Legislative Environmental Impact Statement
Land Use Pattern Allocation Guide
Migratory Bird Treaty Act
Migratory Bird Conservation Act
Million gallons per day
Mile(s)
Mauna Kea Watershed Alliance
Memorandum of Agreement
Memorandum of Understanding
Natural Area Reserve
National Environmental Policy Act
National Fish and Wildlife Foundation
Nongovernmental organization
National Oceanic and Atmospheric Administration
Notice of Intent
National Priorities List
National Park Service
Natural Resources Conservation Service
Natural Resources Defense Council
National Register of Historic Places
National Wilderness Preservation System
National Wildlife Refuge
National Wildlife Refuge System
Office of Hawaiian Affairs‘Ōla‘a-Kīlauea Partnership
Post Delisting Monitoring
Plant Extinction Prevention (Program)
Pacific Islands Climate Change Cooperative
Pacific Islands Ecosystem at Risk
Partners in Flight
Permanent Full-Time
U.S. Army Pōhakuloa Training Area
Regional OfficeRefuge Operational Needs System
Service Asset Maintenance and Management System
State Comprehensive Outdoor Recreation Plan
Appendix I. Acronyms and Abbreviations

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

SD
SE
SGCN
SHC
SOC
SUP
SWG
T&E
TBD
TMA
TNC
UH
USDA
USDA-APHIS/WS
USFS
USFWS, FWS,
the Service
USGS
VFE
WSA

Standard Deviation
Standard Error
Species of Greatest Conservation Need
Strategic Habitat Conservation
Species of Concern
Special Use Permit
State Wildlife Grants
Threatened and Endangered
To be Determined
Three Mountain Alliance
The Nature Conservancy
University of Hawai‘i
U.S. Department of Agriculture
USDA Animal and Plant Health Inspection Service/Wildlife Services
U.S. Forest Service
U.S. Fish and Wildlife Service
U.S. Geological Survey
Visitor Facility Enhancement
Wilderness Study Area

Appendix I. Acronyms and Abbreviations

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Appendix I. Acronyms and Abbreviations

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Appendix J.

CCP Team Members

The CCP was developed primarily by the core team members. The team sought expert advice andreview from other professionals from several different agencies and organizations. Extended teammembers provided input during reviews. Core and extended team members as well as regional officeteam members are listed below.

Core Planning Team (those preparing the plan)
Name and title (in alphabetical order)
Ann Bell, Outdoor Recreation Planner, HIPAC
NWRC (departed 2009)

James Glynn, Deputy Refuge Manager, Hakalau
Forest NWR

Baron Horiuchi, Horticulturist, Hakalau Forest
NWR
Andy Kikuta, Maintenance Supervisor, Hakalau
Forest NWR

Lance Koch, Wildlife Biologist, Hakalau Forest
NWR replaced,
Jack Jeffrey, Wildlife Biologist, Hakalau Forest
NWR (retired 2009)

Jim Kraus, Refuge Manager, Hakalau Forest
NWR replaced,
Richard Wass, Refuge Manager, Hakalau Forest
NWR (retired 2008)

Appendix J. CCP Team Members

Responsibilities
Writer/reviewer various CCP components; build andmaintain mailing list; visitor services goals andobjectives; communication plan; environmental
education and interpretation guidance. Assist withoutreach efforts and public meetings; review of
documents; planning updates; NOI/NOA; news
releases; communication plan.
Writer/reviewer various CCP components(historical/cultural, physical facilities, public accessand recreation, social and economic; visionstatement, goals and objectives, alternatives,compatibility determinations, compliance, purposes,
authorities for Hakalau Forest and Kona Unit);
Section 7 consultations.
Attend meetings, some writings of backgroundinformation, review of final document related tooutplanting strategies, implementation, and budget.
Attend meetings, some writing of backgroundinformation, review of final document related to
IPM, weed management, facilities maintenance,
ungulate control, and related implementation andbudget.
Writer/reviewer; refuge vision; research/analysis/
oversight of: habitats, invasive plants and animals,
wildlife; Feral Ungulate Management Plan, Forest
Reforestation Plan, Integrated Pest Management
Plan, Wildlife Disease Contingency Plan, andPredator Management Plan integration; ESA
biological assessment(s); compatibility
determinations, Section 7, rare plants and plantcommunities; compatibility determinations;assistance with production of working GIS maps andgraphics; public involvement.
Supervision; responsible for overall coordination anddevelopment of the CCP; decisionmaking; public
involvement; planning updates and NOI’s; decision
file. Writer/reviewer; editor of documents refuge
vision; research/analysis/oversight; socioeconomics;

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Name and title (in alphabetical order)

Christine Ogura, Natural Resource Planner,
Hawaiian and Pacific Islands NWRC replaced,Bill Perry, Refuge Conservation Planner,
Hawaiian and Pacific Islands NWRC (departed
2010) replaced,
Charlie Pelizza, Refuge Conservation Planner,
Hawaiian and Pacific Islands NWRC (departed
2008)
Don Palawski, Deputy Project Leader, Hawaiian
and Pacific Islands NWRC replaced,
Jerry Leinecke, Deputy Project Leader, Hawaiian
and Pacific Islands NWRC (retired 2009)

Responsibilities
cultural resources; visitor services and compatibility
determinations; compliance with NEPA, ESA,
NHPA, etc.; and Federal and State agency, Office of
Hawaiian Affairs and partner coordination.
Planning team leader responsible for Regional and
Honolulu office coordination and process guidancefor development of the CCP; process facilitator;
public involvement; principal NEPA advisor;
writer/reviewer/editor; document format and layout;
and assist with refuge purposes, vision statement, andgoals, objectives, and strategies development andpublic involvement.
Supervised planner, reviewed both draft and final
documents, assisted with Refuge/Honolulu office
coordination and process guidance with the Regional
office.

Extended Team (those who attended periodic planning meetings and reviewed information)
Name and Title (in alphabetical order)
Responsibilities
Donna Ball, Wildlife Biologist, USFWS Reviewer, technical expertise for biological
Ecological Services
resources.
Laura Beauregard, Natural Resource Planner,
Assisted with planning initiative during vacant
Hawaiian and Pacific Islands NWRC
natural resource planner period, provided guidance
to Refuge staff and new planner, assisted withpublic meetings.
Sandra Hall, External Affairs, USFWSAssisted with printing CCP/EA and planning
update 3 as well as posting information on the
Hakalau website during public comment period.
Lynne Hanzawa, Administrative Officer, Hakalau
Mailings, public meetings, logistical support.
Forest NWR
Barbara Maxfield, External Affairs Chief, USFWS Assist with outreach efforts and public meetings;
review of documents; planning updates;
NOI/NOA; news releases; communication plan;
preparation of documents for printing/distribution.
Pearl Mokuhalii, Office Assistant, Hakalau Forest
Mailings, public meetings, assisting with compiling
NWR replacedcomments.
Clara Tsang, Office Automation Clerk, Hakalau
Forest NWR (departed 2010)
Barry Stieglitz, Project Leader, Hawaiian andPacific Islands NWRC

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Supervised planner early in the process, reviewed
both draft and final documents, assisted with
Refuge/Honolulu office coordination and process
guidance with the Regional office, decisionmaker.

Appendix J. CCP Team Members

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Regional Office Team (provided CCP process guidance, technical assistance, and review)
Name and title (in alphabetical order)
Responsibilities
Carolyn Bohan, Regional Chief NWRS
Major decisions on CCP direction.
Liz Cruz, Geographer/GIS Specialist
GIS advice; GIS data layer development and assistance withproduction of working maps for CCP/EA and final CCP,
planning updates, agency/public involvement.
Joe Engler, Wildlife Biologist
IPM advice, data, and review; assist with development ofobjectives and strategies.
Nicole Garner, Writer/Editor
Assisted with developing planning update 3, processing
public comments.
Mike Green, Wildlife Biologist,
Advice on birds, applicable goals from regional bird plans.
Migratory Birds
Ben Harrison, Division Chief Natural
CCP Advisor, purposes, wilderness review, policy, CD
and Cultural Resources
review.
Chuck Houghten, Chief, Division ofReviewer; planning workload assistance; coordination with
Planning, Visitor Service, Transportation other divisions.
Kay Kier-Haggenjos, Lead Writer/Editor Editing of CCP related documents, preparation of documentsfor printing/distribution, planning update format, providing
guidance on formatting and template resources and examples,
posting related documents on the main planning website.
Kevin Kilbride, Wildlife Biologist,
IPM advice, data, and review; assist with development ofRegional IPM Coordinatorobjectives and strategies for pest management.
Greg Larson, Environmental
CCP development.
Planner/Specialist, SWCA
Mike Marxen, Branch Chief, Visitor
CCP Advisor, layout graphics design, public use goals andServices
objectives; public involvement assistance, CD review.
Scott McCarthy, Branch Chief, Refuge,
CCP Advisor, reviewer, coordination with other divisions.
Planning
Fred Paveglio, Branch Chief, Refuge
CCP Advisor, Conservation targets, Habitat management
Biologyplan, habitat goals and objectives, CD review.
Anan Raymond, Regional Archaeologist Cultural resources advice, data, and review.
Patrick Stark, Visual Information
Assisted with layout and cover design, processed printing
Assistantorders.
Tiffany Thair, Environmental
CCP development.
Planner/Specialist, SWCA
Robyn Thorson, Regional Director
Decision maker, CCP/EA approval.
Amy Wing, Conservation PlannerLand acquisition history, refuge purposes.
Tara Zimmerman, Wildlife Biologist,
Advice on birds, applicable goals from regional bird plans.
Migratory Birds
Stephen Zylstra, Regional Landscape
Provided guidance on addressing climate change in CCP.
Conservation Manager

Appendix J. CCP Team Members

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Appendix J. CCP Team Members

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Appendix K.

Summary of Public Involvement

Public involvement was sought throughout the development of the CCP. Public involvement began
in 2009 with the scoping process and publication of our notice of intent. In February 2009, we mailed
approximately 150 copies of Planning Update 1 to interested individuals, local conservation andinterest groups, research organizations, Native Hawaiian organizations and local, State, and Federal
government agencies and elected officials. Planning Update 1 was available at two public open housemeetings in March 2009. It was also posted on the Refuge’s website(http://www.fws.gov/hakalauforest/planning.html) and the Service’s Pacific Region refuge planningwebsite (http://www.fws.gov/pacific/planning/main/docs/HI-PI/docshakalau.htm). A news release
was issued announcing the open house meetings. An interagency scoping meeting was also held July
2009, as well as briefings for government officials such as the Mayor of Hawai‘i County.
In Planning Update 1, we described the CCP planning process; Refuge purposes; draft wildlife,
habitat, and public use goals; and preliminary issues to be considered in the CCP. In Planning
Update 2 (made available in October 2009 and similarly circulated as the first update) wesummarized the comments we received and listed primary management issues we used to draft
alternatives and refine draft goals and objectives. We also included draft vision statements for bothunits.
In the last stage of CCP development, Planning Update 3, which announced the Draft CCP/EA
availability during the public comment period and summarized the alternatives, was circulated
similarly to previous planning updates. In addition, the public comment period was announced
through a news release, holding a public open house meeting in Hilo on August 25, 2010, posting thedraft document on both the Hakalau planning website and main Pacific Region refuge planningwebsite, notice of availability in the Federal Register, and email and related list-serveannouncements.

Public Scoping Sessions
The public scoping period for this CCP opened February 25, 2009, and ended March 27, 2009. Twopublic meetings were held, in Hilo and Captain Cook, Hawai‘i, on March 3, 2009, and March 4,
2009, respectively. At the meetings, Refuge staff explained the CCP planning process; the Refuge
purposes, vision, and management; and preliminary management issues, concerns, and opportunities.
Refuge staff also answered questions from attendees and received written comments. Twelve private
citizens and representatives from various organizations attended the meetings and commented on theissues and opportunities we presented. Six written responses were received from individuals ororganizations during scoping. The comments we received addressed broad or long-range issues andvery specific or detailed strategies that could be used to achieve biological or public use objectives.
Summaries of the issues identified and Service responses in Planning Update 2 follow.
How can we best protect endangered forest birds and the nēnē?
The primary purpose of the Refuge is protection of endangered species. We manage Refuge
resources to ensure high-quality habitat is available for endangered species, especially forest birds.
Drawing on 20 years of Refuge management experience at the HFU, we have included objectives
and strategies in the Draft CCP/EA for maintaining and enhancing native habitat communities toprovide the life-history needs of Hakalau Forest NWR’s endangered species.

Appendix K. Public Involvement

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How can we best protect montane wet koa/‘ōhi‘a forest, montane dry koa/‘ōhi‘a/māmane
forest, lava tubes, and lava tube skylights?
These habitat types are key to the survival of endangered species. Refuge management objectives andstrategies will be designed to protect these habitat types, and where appropriate, restore areas to highquality habitat. We describe alternatives for managing these important resources in Chapter 2.
What opportunities exist for expanding environmental education through outreach and onsite
programs?
Refuge staff have worked with ‘Imi Pono no ka ‘Āina on environmental education opportunities
onsite and offsite in local schools. Through the CCP planning process, we have identified additional
partnerships or opportunities to expand upon the work that is already in place (e.g., through the
Friends of Hakalau Forest Refuge).
How can we best prepare for, manage, and prevent the spread of wildfires?
There is concern, especially from adjacent landowners, that a wildfire could be ignited on the Refuge
and then spread onto private land. The Refuge currently coordinates with the County of Hawai‘i toprovide wildland fire fighting capabilities. We are also concerned about the potential for wildfire as
habitat restoration efforts are implemented. Within the past year, a fire adjacent to the HFU cameclose to spreading onto Refuge lands. Close coordination with the County, other agencies, andadjacent landowners is essential to ensure an efficient response to fire threats. As part of the Draft
CCP/EA, Refuge staff will review options for creating firebreaks and obtaining the equipment andpersonnel required to meet firefighting needs at both units.
How can we keep refuge visitors and others (e.g. contractors, Service staff) from trespassing on
adjacent lands?
The KFU is currently closed to the public. At both units, a number of contractors and Refuge staff
use the easements for accessing the Refuge. We continue to impress upon all individuals who accessthe areas the importance of using only the authorized and in some cases court-ordered easements.
Where appropriate, trespass incidents will be referred to Service law enforcement.
Is acquiring additional easements for accessing the Kona Forest Unit feasible?
The existing easement includes difficult access from the Mamalahoa Highway, steep slopes, andmultiple gates. At this point, no additional access or easement opportunities have been identified.
We will continue to explore options if they arise.
What Native Hawaiian gathering activities occur on the Refuge?
To date, there have been very few access requests for gathering activities. As part of the CCP,
Refuge staff plan to review the process for granting Special Use Permits for gathering activities.
Can we maintain public access to the historic Kaunene Trail?
We have reviewed options for access to the trail. At this time access, safety, and resource
management needs preclude maintenance and public access to the trail. Over time, we could revisit
opportunities to reopen the Kaunene Trail.
Do the Refuge units meet the minimum requirements for a wilderness designation nomination?
A wilderness review, as required by Service policy, has been conducted as part of the CCP planning
process and is included as Appendix D.

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Appendix K. Public Involvement

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Comprehensive Conservation Plan

Is there the potential to protect habitat for endangered forest birds through additional landacquisition or conservation easements?
At each unit we will consider opportunities for Refuge boundary expansion on a case-by-case basis,
and in accordance with Service policy. The Refuge is working with nongovernment conservation
organizations (NGOs) that are familiar with private lands in the vicinity of existing refuge units inevaluating any feasible acquisition opportunities that may arise. Currently, two tracts of land withhigh-quality habitat within the HFU’s approved acquisition boundary have not been acquired and arebeing managed by an agency partner. All of the land within the acquisition boundary for the KFU has
been acquired. We encourage landowners with high-quality habitat for forest birds to manage theirlands for conservation. In addition, Refuge staff will work with Regional staff to develop a landconservation plan as outlined in objectives 1e and 3e in Chapter 2.
How can we better manage the Kona Forest Unit’s ungulate populations?
Refuge staff are in the process of administering a contract to build a perimeter fence around the unit
and two interior fences that would create three management areas within the unit. Options andopportunities for ungulate management, including removal, are included as part of the managementof the KFU in the preferred alternative.
How will climate change impact the Refuge?
The Refuge’s two units are unique in the Hawaiian Islands because of the range of elevations that
occur on Refuge lands. Through the CCP planning process we will evaluate the effectiveness,
impacts, and benefits of providing wildlife habitats at a variety of elevations, temperatures, andrainfall regimes, so that wildlife can move freely between them as conditions are altered throughclimate change processes and management responses.

Interagency Scoping
On July 1, 2009, Refuge and Hawaiian and Pacific Islands staff members met with some of ouragency partners to discuss planning for Hakalau Forest NWR. Individuals from the DLNR, DHHL,
USGS-BRD, and USFS attended the meeting. Refuge staff provided an overview of the planning
process and current management of the Refuge. The following list of issues was developed based
upon feedback received from these individuals.
 Desire by partners to see staff and a satellite office in the vicinity of the KFU; Potential for some joint planning with NPS at Kahuku;
 Interest in developing some sort of “Partnership Boundary” that could include Three Mountain
Alliance, Mauna Kea Watershed Alliance, Wai‘ea; Need for strong management partnerships at KFU;
 Climate Changeo Issues that will likely become larger in the context of climate change include avian malaria,
the need for corridors to connect habitat fragments;o Quote - “This is one of Hawai‘i’s great opportunities to deal with climate change”;
o The Plan should look for opportunities to connect the subalpine habitat with wet-lower
elevation habitats; On adjacent lands, DHHL is considering māmane restoration, bird corridors, koa restoration, andgorse control. [Since this meeting DHHL’s ‘Āina Mauna Legacy Program more completely
outlines specific plans for adjacent areas.];Appendix K. Public Involvement

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










Endangered plants are an important piece of the habitats that are being restored. We should
specify actions and species;
There should be more exploration into carbon sequestration. Previous efforts did not get off theground, but there is an emerging market for “boutique” carbon that could serve Hakalau well;
Researcho There is a need for research into habitat and species responses to adaptive management tohelp make adjustments over time;o There is a greater need for monitoring than for pure research;o Consider developing a Research Management Plan with a formal subcommittee;
o Need a way to filter research requests;
Additional enforcement should be present at both units;
Education/Outreacho Consider expanding the open house to twice per year;
o Develop an airport kiosk;o Host an annual “low-budget” research symposium: potential ideas include poster sessions,
keynote speakers, in conjunction with other events that may be occurring on island;
Hakalau nēnē appear to be a migratory subpopulation that could provide an additional avenue foreducation about management at Hakalau;
Develop a bibliography of Hakalau research; andReview and use the Hawai‘i Volcanoes National Park ungulate control Environmental Impact
Statement (EIS).

Forest Bird Workshop
The Service held a workshop with partner agencies, renowned forest bird researchers, andstatisticians in Hilo October 8-10, 2008, to expand a review of the current status of the Hawai‘i‘ākepa and other endangered Hawaiian forest birds at the Refuge for development of options for
management alternatives for the CCP.
The Service has received contradictory information over the population status of the endangered
Hawai‘i ‘ākepa in a portion of the Refuge, a major stronghold of the species, over the last several
years. The Regional Director obtained the assistance of the USGS’ Dr. J. Michael Scott in
conducting a review of available information on the Hawai‘i ‘ākepa, and this workshop was anextension of the review.
The agenda was focused on the endangered Hawaiian forest birds found at the Refuge. It was
anticipated that although the workshop focused specifically on the Refuge, much of the information
shared would be applicable to these species throughout their ranges and to the broader Mauna Kea
and Hawai‘i Island ecosystems or forest bird survey methodology in general.
The workshop purposes and objectives were:
1. Identify and prioritize management needs and activities, including research, at Hakalau Forest
NWR to recover endangered Hawaiian forest birds;
2. Incorporate identified needs and activities in the Hakalau Forest 15-year CCP; and3. Extrapolate Hakalau-specific information to the broader Mauna Kea area and other geographic
areas and bird species and suites of birds as appropriate.

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Appendix K. Public Involvement

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

A number of suggestions came out of the workshop. The suggestions are listed below. The rankingsfor each of the lists are based upon voting by workshop participants. The complete forest bird
workshop summary is included as Appendix E.
Immediate Threats to Hawaiian Forest Birds at Hakalau Forest NWR
1. Ungulates;
2. Lack of Habitat;
3. Invasive Plants;
4. Predation;
5. Data Insufficient to Meet Management Needs;
6. Parasites; and7. Interspecific Competition.
Management Actions (Priority Ranking by Workshop Participants)
1. *Grazers/browsers (Habitat destruction/relative to mosquito production) (High) Fence construction, maintenance, and removal of animals; See Research Priorities;
2. Habitat Restoration (High) Revegetation of pasture land; Improve ‘ōhi‘a densities;
3. Invasive plants (High) Continue invasive species control (e.g., blackberry, banana poka, gorse);
 Prevent and eliminate incipient weeds;
 See Research Priorities;
4. Monitoring and Data Needs (High) See Research priorities;
 Delivery of technical information;
5. Predation (Medium) See Research priorities;
6. Parasites (Low) Incipient invasive parasites, true population counts, delouse birds;
7. Interspecific competition (Low) See Research priorities;
 Identify ectoparasites/mites.
Research Priorities (Priority Ranked by Workshop Participants)
1. Monitoring and Data: Expand point counts/banding data (combined primary counter training,
consider use of a B-Bird (Breeding Biology Research and Monitoring Database) system(http://www.umt.edu/bbird/info.htm), and threat surveillance);
2. Predation: Investigate effects of rats on forest birds; rodent population index;
3. Invasive Plants: Develop effective biocontrols;
4. *Grazers/Browsers: Predator proof fencing;
5. Invasive Plants: Develop more efficient control methods and registration of herbicides;
5. Determine the effects of global climate change at the Refuge; Develop more effective cat control
techniques;
6. Determine effects of ectoparasites on non-endangered bird populations; and6. Experimental control of Japanese white-eyes.

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*Caveat: Activities to construct an ungulate-proof fence and a predator-proof fence caused some
confusion. Dr. Scott obtained consensus that these activities could be combined with a third separate
but related activity of removing ungulates.

Public Comment Period
In the last stage of CCP development, Planning Update 3, which announced the Draft CCP/EA
availability during the public open comment period (August 16-September 15, 2010) andsummarized the alternatives, was circulated similarly to previous planning updates (which included
mailings to national organizations). In addition, announcement of the public open comment period
was made through a news release distributed within Hawai‘i and on the mainland; holding a public
open house meeting in Hilo on August 25, 2010; posting the draft document on both the Hakalau
planning website and main Refuge RO planning website; notice of availability in the Federal
Register as well as the Environmental Notice (State Office of Environmental Quality Control); andemail and related list-serve announcements. In addition, where meetings were already scheduled withpartner agencies and organizations (e.g., Friends of Hakalau Forest NWR board meeting, quarterly
Three Mountain Alliance meeting) during the public comment period, updates of the Draft CCP/EA
were provided.

Public Comments on the Draft CCP/EA and Service Responses
This section addresses comments that were received on the Hakalau Forest National Wildlife Refuge
Draft Comprehensive Conservation Plan and Environmental Assessment (Draft CCP/EA, August2010) during the official public comment period from August 16-September 15, 2010. A total of
19 comments were received via letter, email, or at the public meeting. All comments are categorized(i.e., management strategies, research and monitoring, public use, historic resources, climate change,
refuge capacity, and adequacy of document), summarized, and listed with our responses below.
Editorial comments have been considered in the development of the final CCP.

Table K-1. Draft CCP/EA Respondents
Respondent
Representing
Larry Wayne Jose
Daniel Rubinoff, Ph.D.,
Associate Professor, Universityof Hawai‘i
Lorraine Ellison
Patricia Richardson
Jean Pbulic
Patrick Conant
Leonard A. Freed, Ph.D., andRebecca L. Cann, Ph.D.,
University of Hawai‘i
Stephen Stearns, Ph.D.,
Professor, Yale University
Mark Fox, Director of External The Nature Conservancy,
Affairs
Hawai‘i Program
K-6

City/State
Keauhou, Hawai‘i
Honolulu, Hawai‘i
Kea‘au, Hawai‘iHilo, Hawai‘i
Florham Park, New Jersey
Volcano, Hawai‘i
Honolulu, Hawai‘i
New Haven, Connecticut
Honolulu, Hawai‘i

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Respondent
Richard Hoeflinger, President
Matt Hoeflinger, Hunting
Committee Chair and Wayne
Blyth, Chairman
Gordon Tribble, Director
Chris Farmer, Ph.D., Science
Coordinator for Endangered
Hawaiian Birds
Richard C. Wass, President
Gustav Bodner, Graduate
Student, University of Hawai‘i
Walter D. Koenig, Ph.D.,
Cornell Laboratory ofOrnithology
Cathy M. Lowder
Annie Marshall, Ph.D.
BJ Leithead Todd, Planning
Director
Kaulana H.R. Park, Chairman
Hawaiian Homes Commission

Representing
Big Island Gun Dogs
Mauna Kea Recreational Users
Group

City/State
Kea‘au, Hawai‘iHilo, Hawai‘i

Pacific Island Ecosystems
Research Center, USGS
American Bird Conservancy

Honolulu, Hawai’i

Friends of Hakalau Forest
National Wildlife Refuge

Hilo, Hawai‘i

Hawai‘i National Park, Hawai‘i

Honolulu, Hawai‘i
Ithaca, New York

Nēnē Recovery Action GroupCounty of Hawai‘i Planning
Department
Department of Hawaiian Home
Lands

Hilo, Hawai‘i
Honolulu, Hawai‘iHilo, Hawai‘i
Honolulu, Hawai‘iManagement Strategies
Alternatives
Several commenters specifically expressed their support for implementation of Alternative B, as
described in the Draft CCP/EA. Commenters stated Alternative B was preferable because it includes
the most acreage of reforestation and restoration across all forest types; large inventory, research, andassessment components; and increased opportunities for outreach, volunteers, and environmental
education; and because it would best maintain biodiversity. One commenter stated that Alternative B
could be strengthened by including the best management strategies available.
Response: Alternative B, identified as our preferred alternative in the Draft CCP/EA, has been
incorporated into this final CCP. Based on more specific comments below, the management
objectives and strategies have been clarified to improve the final plan.
Biodiversity:
A few commenters felt we should have placed more emphasis on conserving biological diversity
rather than on protecting forest birds. Comments requested that we highlight additional species that
may be just as endangered and important as they could be critical to ecosystem functioning. For
example, insects may respond more quickly to positive and negative changes, but no allowance wasmade for understanding this. Another stated an effort to assess broader biodiversity would be a goodidea to help the Service understand how thing are changing in both restored and native habitats. One
commenter suggested expanding the Refuge goals to include the conservation of biological diversity.

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Response: The National Wildlife Refuge System Improvement Act of 1997 directs the Service toensure that the biological integrity, diversity, and environmental health of the Refuge System are
maintained for the benefit of present and future generations of Americans. The Service’s policy(601 FW 3) also provides guidance on consideration and protection of the broad spectrum of fish,
wildlife, and habitat resources found on refuges, and associated ecosystems that represent biologicaldiversity on each refuge. In response to the public comments, we have expanded our discussion of
biological integrity, diversity, and environmental health in Chapter 4 of the final CCP. Though the
Refuge was established for the purposes of listed species protection, the establishment language also
incorporates the ecosystems and habitats which support these species. Consequently, additional
species will benefit from this approach. The Service recognizes that biodiversity in an integral part ofthe overall health of a functioning ecosystem.
Ungulate Removal:
Commenters both opposed and supported removal of ungulates from the Refuge. Those opposed toremoval felt the animals deserve to be here as part of what the Hawaiians brought; that removal ofungulates could lead to more grasses and an increase in fire danger; and that it is impossible toremove all ungulates. Those in support of removing ungulates indicated it is a critical action if native
habitats are to be restored and endangered forest birds and other species are to survive into the future.
Response: Our goal is to restore and protect the native forests within the Refuge, which is in direct
opposition to maintaining ungulates. The final CCP continues to call for the removal of all ungulates
from both Units of the Refuge.
One commenter asked to review evidence that “removal of the larger more aggressive pigs could
result in population increases through ingress by additional pigs that use smaller territories andreproductive response in the feral pig population.”
Response: Since pigs are capable of rapid population growth, we have added language to clarify
this statement that very high levels of annual removal are required from managed areas to suppress
and retain the pig population to a near zero level.
One commenter asked for a better description of the differences between alternatives, particularly as
it relates to ungulate control; another asked that the Refuge’s Feral Ungulate Management Plan
(FUMP) be included in an appendix since it is referenced throughout the document in multiple
places.
Response: The fencing scheme for Alternative A depicted on Map 6 was developed as part of the
1995 Feral Ungulate Management Plan. Based on a recent review of this scheme, we determinedthat it would be more effective to reduce the number of internal fenced units and align the fences
parallel to certain natural elevation contours. This revised fencing scheme is part of the management
regime in Alternatives B (Map 7) and C (Map 8). We have revised the CCP to explain this new
approach to creating internal fenced units to promote ungulate eradication. The CCP has
superseded the FUMP, and we will produce several stepdown management plans (see Appendix C)that tier from the CCP, including an Inventory and Monitoring Plan that would include ungulate
management. However, any interested party is welcome to obtain a copy of the original FUMP
document from the Refuge upon request.

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One commenter supports the use of aerial drops of toxic baits for ungulate control wherever they aresafe for native species, as is being done successfully in New Zealand.
Response: The aerial distribution of toxins is being considered Statewide, and we will continue
working with our conservation partners to evaluate its usefulness in Hawai‘i. We support andimplement the concepts and procedures of Integrated Pest Management (as outlined in Appendix G)
to control or eradicate invasive species on national wildlife refuges.
Fencing:
The internal fencing identified in Alternative B was supported as a good way to manage wild pigs.
One commenter recommended removing feral ungulates immediately after fence installation as they
can cause more damage if trapped in one smaller area.
Response: Our goal is to immediately initiate ungulate removal after a management unit is fenced,
but the schedule will be dictated by the availability of funding. We agree the action of complete
enclosure of a unit should not occur until funding is available for immediate ungulate removal uponfence completion.
Nēnē Management:
One commenter stated that conflicts with nēnē and forest restoration will occur because the original
Hakalau vegetation was not suitable for nēnē. He asked that we clarify how we plan to transition outof nēnē management in forested areas and whether expansion of nēnē efforts on adjacent lands above
the Refuge might be possible. Another commenter suggested, to avoid conflict with restoration areas,
moving breeding habitat to lower elevations and/or in areas where restoration is more problematicwithin the Refuge. Another person suggested no areas be altered for grasslands.
Response: We agree that originally, no grasslands would have existed at the HFU. However, theexisting grasslands created by years of cattle grazing do provide good habitat for this endangered
species. Within the timeframe of this CCP (15 years), we do not expect complete reforestation of the
HFU to occur. Thus we have chosen to continue to manage portions of this Unit for the recovery ofnēnē and will seek a balance between the needs of various listed species on the Refuge. We willcontinue to work with our neighbors and partners to benefit native species, but have no control overthe lands beyond our boundaries.
Two commenters suggested combining the nēnē habitat management proposals in Alternatives B and
C in the final CCP, thus protecting both breeding and foraging sites. Another commenter statedcreation of additional nēnē habitat may lead to increased predation as nēnē densities increase.
Another commenter expressed concern that nēnē develop behavioral problems when around humans
and should not be near structures to avoid habitat imprinting that occurs. She suggested that current
as well as future nesting and foraging areas be moved away from human infrastructure and areas
where human/nēnē interactions would be minimal.
Response: We have chosen to maintain the strategies for nēnē under Alternative B (the selected
alternative) until we can evaluate how much foraging habitat is needed, our capacity to manage it(through mowing), and research into the predator and human/nēnē interaction and habitat
imprinting issues. Once these issues are more fully understood, we will determine an appropriate
acreage and location for additional nēnē habitat. The final CCP calls for adaptive management asfactors change on the Refuge.
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Invasive Weed Control:
One commenter supported the inclusion of biocontrol in all three alternatives as an important tool forcontrolling weeds (e.g., naio thrips in Kona could be a threat to naio trees at the Refuge).
Response: We appreciate your support and agree that biocontrol can be an effective tool as part ofan Integrated Pest Management program. It is further discussed in Appendix G of the final CCP.
Fire Management:
One commenter stated wildfire response should include development of interagency protocols, early
detection, maintenance of water sources, and mobilization of equipment and firefighters.
Response: A strategy under Alternative B (the selected alternative) for habitats in both units calls
for the development of a fire prevention program, which will address the issues identified by thecommenter. Additionally, the Refuge has fire management plans, and we are a member of theinteragency Big Island Wildfire Coordinating Group, which also incorporates the issues above.
Forest Bird Management:
A commenter stated that ‘i‘iwi and ‘apapane do not live above 4,100 ft as they migrate to lower
elevations during summer.
Response: We have clarified this information in the final CCP.
Another commenter said avian diseases and parasites should be emphasized as one of the top priority
threats to all forest birds, including the Hawai‘i ‘elepaio.
Response: We have clarified the text as requested.
Research and Monitoring
Two commenters expressed concern that the plan is an attempt to prioritize the management needs
and activities for the next 15 years without a full discussion of avian population trends. They believe
conclusions cited in the plan about forest bird recovery are untrue because they are based on flawed
analysis and models, and that management actions are being proposed without fully understanding
population trends. They stated that increased scrutiny needs to be given to ‘ākepa in light of its
significant declines and that control of Japanese white-eyes should be at the core of adaptive
management as they are limiting the food supply for native birds. They further stated that university
scientists conducting research independent of agency bias have the potential to contributesignificantly to the mission of the Refuge, and that these benefits outweigh any perceived
disadvantages.
Another commenter asked that we give weight to the research of Drs. Lenny Freed and Rebecca
Cann on the decline of native honeycreepers in this part of Hawai‘i due to introduced forest birds andstated the Refuge needs to make decisions based on the best available science. An additionalcommenter suggested allowing an independent expert bird ecologist to conduct a study on the impactof white-eye competition on native birds at Hakalau, suggesting that funding could be arranged fromother sources so as not to interfere with Refuge priorities.

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Response: We have based our forest bird research and management priorities on thoserecommended by the experts convened for the Forest Bird Workshop in October 2008 (seeAppendix E. Forest Bird Workshop). We agree that research on the demography, life history,
carrying capacity, and competition for native forest birds is very important to the Refuge, and wehave included it as a project in Appendix C Plan Implementation. We also evaluated thecompatibility of research, scientific collecting, and surveys in Appendix B and found “[r]esearch on
Hakalau Forest NWR is inherently valuable to the Service, since it is intended to expand theknowledge base of those who are given the responsibility of managing the resources found within the
Refuge.” We welcome suggestions for seeking non-Refuge funding to support such research.
One comment letter indicated that the research proposal process, from evaluation and feedback totimetables for research and reporting, should be as transparent as possible.
Response: We have included extensive information about the research proposal process within
Appendix B. Appropriate Uses and Compatibility Determinations, under the Research, ScientificCollecting, and Surveys compatibility determination, including formats for proposals, annual
progress reports, and Memoranda of Understanding for curatorial services. The compatibility
determination outlines the proposal process, as well as reporting requirements and stipulations toensure permitted research conforms to Service regulations and policies and will be performed in amanner that will not impact Refuge resources.
One commenter asked that the alternatives description have an additional paragraph dealing withresearch and monitoring.
Response: The final CCP does not include alternatives, thus we have not added this text. However,research and monitoring are fully described in several locations within the CCP, including in
Chapter 2 and Appendices B and C.
One commenter stated the Refuge should monitor for ungulate presence to optimize effectiveness offencing and ungulate removal.
Response: We agree that a long-term concerted effort is required as part of overall ungulate
management. We plan to continue ungulate surveys as frequently as practicable to monitor their
population status and will utilize available resources to take actions necessary to eliminate ungulates
from newly fenced units and prevent the ingress of ungulates into existing restored and protected
forest habitats. This aspect of ungulate management has been clarified in Chapter 2 under general
guidelines, ungulate-proof boundary fencing and sequence of management actions.
Public Use
Hunting:
Several commenters addressed the issue of public hunting on Hakalau Forest NWR, both in favorand opposed. Those in favor stated that hunting provides sustenance for local people, is part of
Hawai‘i family lifestyles, is effective in reducing pig numbers, and can be accomplished without
impacting other natural resources. Those opposed stated that hunters are less than 3 percent of theAmerican public and should not be allowed to monopolize the sites so that the majority of Americans
cannot safely use them, that public hunting is not effective at controlling pigs because 70 percent ofAppendix K. Public Involvement

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the pig population must be removed annually to effect control, and that the potential damage torecovered habitat and the risk of new weed introductions is too great.
Response: The Service recognizes its strong legal encouragement to offer public hunting on national
wildlife refuges when this recreational use can be conducted in a manner that is compatible with the
purpose(s) for which the refuge was established. Based on the compatibility determination found in
Appendix B, we have determined that public hunting is not compatible with the purposes of the
Refuge. Use of public recreational hunting as a tool to meet the overall goals of the Refuge’s
ungulate control program was not successful in the past. Reduction and ultimately eradication of
ungulates is necessary to achieve the required level of protection and eliminate disturbance toendangered species. Recreational hunting is unlikely to achieve the desired goal of reducing pig
populations in managed units by >70 percent annually, in order to assure control objectives areachieved where more efficient methods are available (Hess et al.2006). Additionally, keeping
ungulate populations at levels required to provide public recreational hunting is not compatible with
the Refuge’s purposes of protecting listed species and the habitats they rely on.
We believe it is most efficient and effective to control ungulates through staff efforts and/or bycontract. Bids for such contracts would be solicited from the public and would not necessarily
preclude a contractor from using the services and expertise of local hunting groups to complete thework. Such contracts would have strict stipulations to prevent negative impacts on native species aswell as be required to obtain liability insurance, be permitted to carry a firearm, have gone throughthe State’s Hunter Education Program and carry a State hunting license/permit, and any otherstipulations identified in the contract solicitation.
One commenter indicated public hunting is addressed only for pig hunting, avoiding other island
game species.
Response: We agree. We modified our hunting compatibility determination to reflect that hunting ofgame birds is not compatible because the flight paths of the endangered nēnē and wild turkeys
overlap.
One commenter felt the discussion of hunting in the Draft CCP/EA offered abundant speculation andopinion, and little that is factually accurate. Others stated there is no substantiated evidence of
hunters purposefully pursuing game into impenetrable vegetation or cutting or pulling endangered
plants, and it is speculative to say public hunting has negative impacts on such resources. Anotherasked if other public uses are allowed in the area would not have the same impacts as hunters.
Response: We have reviewed the language included within our hunting compatibility determination
to ensure it is more objective and accurate. Unlike other public use opportunities, such as wildlife
photography and bird watching, which occur on identified roads or paths to keep people fromnegatively impacting Refuge resources, hunting is not an activity that has similar infrastructure inplace to protect resources and guide the user. Hunting is a pursuit of a wild animal that can go
anywhere and the hunter follows. This unguided pathway through Refuge habitat could inadvertently
impact native vegetation and restoration efforts as well as disturb habitat for native species.
Additional concerns about impact to Refuge resources are the inadvertent spread of nonnative weed
species through Refuge habitats. Given the many other hunting opportunities on the rest of theisland, it is unknown what invasive plant species seeds or other reproductive plant medium may be
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Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

attached to clothing or equipment. The cost of controlling invasive weeds in remote areas is high,and it is easier to prevent the establishment of nonnative plants than control them after the fact.
Wildlife Observation, Photography, Interpretation, and Environmental Education:
Two commenters supported additional visitor uses within the Refuge. One asked to open the Pua‘Ākala tract to the public once a month for birding, wildlife photography, and other compatible uses;
to develop a wildlife observation platform in the vicinity of Pua ‘Ākala cabin and Maulua; and toadvertise and host a monthly onsite environmental education event. Another suggested opening the
KFU to the public for guided interpretation, nature study, and photography.
Response: Based on staffing limitations and concerns about additional impacts to endangered forest
birds and plants, we have determined a small-scale wildlife observation and photography programwith strict stipulations is appropriate only in the Upper Maulua Unit of the HFU (See Appendix B).
The final CCP also calls for the development of a Visitor Services Plan in the coming years, andproposals to expand visitor programs may be reevaluated at that time as well as when additional
funding is available to support visitor services positions.
One commenter stated that outreach is key to gaining public support, especially for restoring ‘alalā atthe KFU.
Response: We agree that outreach is important to gain public support for maintaining andrecovering all native species and for management activities at Hakalau Forest NWR. We will seek
further opportunities with other Hawai‘i refuges, the State, nongovernmental organizations, schools,
and the Friends of Hakalau Forest NWR to expand our outreach efforts, as discussed under
Objective 7.4.
Historic Resources
One commenter asked who would manage Pua ‘Ākala cabin if it is listed on the National Register ofHistoric Places and how it would be managed.
Response: We have clarified in the final CCP that the cabin would remain under the management of
the Fish and Wildlife Service if it is designated as historic and that it would be managed inaccordance with guidelines from the National Registry and the Secretary of the Interior’s Standards
for Historic Preservation.
Climate Change
Two commenters addressed the issue of climate change on the Refuge, one stating that outplanting
species that were present many years ago is impractical and wasteful due to climate change, and theother encouraging the Refuge to consider other components of Hawaiian biota threatened by climatechange (not just forest birds) in assessing future land acquisition.
Response: We have added substantial text to the final CCP (Chapter 3) regarding climate change.
The Service is supporting the development of regional Landscape Conservation Cooperatives thatwill integrate local climate models with models of climate change responses by species, habitats, andecosystems. Cooperatives will collectively plan and design appropriate conservation actions at alandscape scale, monitor responses to climate change, and assess the effectiveness of management
Appendix K. Public Involvement

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strategies. The local version of these Landscape Conservation Cooperatives is the Pacific Islands
Climate Change Cooperative (PICCC), headquartered in Honolulu, Hawai‘i, but working across the
Pacific. By working with PICCC, the Refuge will identify additional mitigation measures for climatechange.
Refuge Capacity
Several commenters either expressed concern that the Service has not had the funding and staffing
necessary to manage the Refuge at the current level or expressed support for expanding Refuge
staffing to implement the CCP. Some particularly supported filling the positions for a park
ranger/volunteer coordinator, fire fuels specialist, and office assistant.
Response: As indicated in Appendix C. Plan Implementation, Hakalau Forest NWR recognizes theneed for additional staffing for current management operations as well as to implement the final
CCP. Position priorities will be determined as funding becomes available and based on skills neededat that time.

Adequacy of Document
One commenter stated there is little explanation of how the various management target areas were
determined for the different forest objectives and asked that we clarify how they are currently
managed and what needs to be done for each of the targeted areas.
Response: Management targets were established based on evaluation of the vegetation type maps
found in the Draft CCP/EA. A new appendix (L) was created to summarize past and current
management actions. We recognize that more detailed planning would be beneficial in carrying out
management actions identified in the CCP. The Service planning process provides for thedevelopment of “stepdown plans” to facilitate this additional planning need (see Appendix C). We
will be preparing an Inventory and Monitoring Plan which will assist managers in implementing
habitat protection, maintenance, and restoration strategies. Additionally, as the Service implements
its new Inventory and Monitoring approach, we will be fine tuning our habitat related managementtargets and actions annually through the new habitat database system.

One commenter felt availability of the draft plan for public review was not adequately publicizedwithin the other 49 States.
Response: Our efforts to seek public involvement in the planning process are outlined earlier in thisAppendix. Although we recognize each national wildlife refuge belongs to all Americans, typicallythose nearest to the site are most interested in commenting on its management. We published a noticeof availability in the Federal Register, mailed numerous planning updates to nonlocal entities suchas national organizations, and distributed a news release throughout the Pacific Region. Information
also has been available on various Service websites.
One commenter supported development of an environmental impact statement rather than anenvironmental assessment.
Response: As indicated in the Finding of No Significant Impact, the Service believes that
implementing Alternative B as the CCP for management of Hakalau Forest NWR is not a major
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Comprehensive Conservation Plan

Federal action that would significantly affect the quality of the human environment within themeaning of section 102(2) (c) of the National Environmental Policy Act of 1969. Accordingly, theService is not required to prepare an environmental impact statement.

Appendix K. Public Involvement

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Comprehensive Conservation Plan

Appendix L. Summary of Past and Current Management
When Hakalau Forest National Wildlife Refuge was created in 1985 to protect native forest habitatfor endangered animals and plants, the initial lands acquired with the help of the Nature Conservancy
had been used for cattle ranching, some of which had also been logged. As such, the condition of thenative forest had been degraded by 100 years of cattle grazing, with about 5,000 acres of upper
elevation forest (mostly above 6,000 ft) converted into open woodland and pasture dominated byintroduced grasses (though most of the Refuge still had closed canopy forest, with the most intact
areas in the lower elevations). Under the closed canopy forest, certain sections of the understory had
been disturbed by cattle, pigs, and rats. The mesic koa/‘ōhi‘a and koa/māmane forests were the most
severely degraded. Listed species that were found at the time included Phyllostegia racemosa andClermontia lindseyana. The first initial management actions implemented by the Refuge included
surveys (forest bird, native plant, weed, ungulate), construction of ungulate proof fences, ungulateremoval, weed control, and reforestation (outplanting of koa) and reforestation research focused ontechniques (mainly with assistance of the USFS-Institute of Pacific Islands Forestry (IPIF)). Due tothe remote location of the Refuge, a cabin and storage building as well as water catchment systems
had to be constructed to support Refuge operations. The last cattle permitted to graze at the Refuge
were removed in 1996. Over the years, other parcels of the Refuge (Pua ‘Ākala, Middle Papaikou,
Middle Hakalau, and units B-F) were acquired so that today, HFU is 32,730 acres.
In 1997, an additional 5,300 acres was purchased from the Les Marks Estate in South Kona, bringing
the total Refuge acreage up to 38,030 acres. This unit was established specifically for the endangered‘alalā, as well as other listed species. Vegetation at the lower portions, around the 2,000-footelevation, was dominated by a mixture of introduced and native trees, shrubs, and grasses. These
included guava (Psidium guajava), strawberry guava (Psidium cattleianum), silky oak (Grevillea
robusta), and Christmas berry (Schinus terebinthifolius), and ‘ōhi‘a (Metrosideros polymorpha) was
the most common native tree. Above the 2,500-foot elevation, introduced trees and shrubs becomeless prevalent, and the forest community was dominated by an overstory of ‘ōhi‘a trees and anunderstory of native trees, shrubs, and hapu‘u tree ferns (Cibotium spp.). Between the 3,0006,000 foot elevations, a diverse native forest community was found. This forest type is characterized
by an overstory comprised of a mixture of koa (Acacia koa) and ‘ōhi‘a trees and an understory ofnative shrubs and hapu‘u. Cattle grazing had created pastures in some of these upper elevations.
Above the 6,000-foot elevation, the native forest was characterized by a mixed māmane-sandalwood(Sophora chrysophylla-Santalum ellipticum) and koa or ‘ōhi‘a dryland natural communities withground cover of nonnative grasses and native shrubs. Listed species found included the ‘ōpe‘ape‘a,
Hawai‘i ‘ākepa, the Hawai‘i creeper, the ‘akiapōlā‘au, and the ‘io. Initial refuge management of thisunit included securing road access, surveys (forest bird, native plant, weed, ungulate), andestablishing a field camp.
Current Refuge management for both units (Hakalau Forest Unit and Kona Forest Unit) revolves
around maintaining and constructing new fencing, controlling pest species (plants and animals),
native forest restoration, reforestation, and threatened and endangered species management. In
addition, the Refuge contains structures and facilities that existed before the original acquisition. The
Refuge has built its own facilities to support management. All require maintenance, including acandidate historic structure (Pua ‘Ākala Cabin). Chapter 5 provides additional information on Refuge
facilities.

Appendix L. Summary of Past and Current Management

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For the Hakalau Forest Unit, eight internal management units exist, consisting of 14,150 fenced
acres. There are 45 miles of ungulate proof fencing established, including both perimeter and internal
fences (Figure 2-1). Middle Honohina (1) is roughly 550 acres, Shipman (2) 5,000 acres, Lower
Honohina (3) 1,800 acres, Upper Maulua (4) 2,000 acres, Upper Honohina (5) 1,000 acres, Middle
Hakalau (6) 1,500 acres, Middle Papaikou (7) 1,800 acres, and Pua ‘Ākala (8) 500 acres. Middle andLower Maulua and Lower Honohina consist of closed canopy forest with relatively intact understory.
Middle Honohina, which has been pig free for the longest time period (since 1989), also consists ofclosed canopy forest as are units B, C, E, and F.
A majority of restoration and reforestation work has been conducted within Pua ‘Ākala, Shipman,
and Upper Honohina, with over 400,000 native plants (mainly koa) outplanted since 1987 in order tocreate additional native forest habitat in formerly grazed and degraded areas (see before and after
photographs below). Most recent restoration management has focused on using other native plants tobuild up the understory now that koa canopy coverage has been established. Preparation of land foroutplanting includes grass control to reduce competition by using mechanical (dozer) as well as handcontrol (it has been documented that pasture grasses as well as lack of seed, soil conditions, andharsh climate (frost) in open grasslands can inhibit natural forest regeneration). In addition, listed
plants have also been outplanted in these areas including Clermontia pyrularia, Clermontia
lindseyana, Clermontia peleana, Cyanea shipmanii, Phyllostegia racemosa, and Pyllostegia velutina
and Ranunculus hawaiiensis. Native habitat vegetation in each unit can be seen in Figure 4-2, with
Middle Papaikou, Middle Hakalau, Lower Honohina, Middle Maulua and units A-F containing themost intact native forests on the Refuge.
Intermittent streams can be found in upper elevation units 1-8, while lower elevations have perennial
streams (Figure 4-2). Additional aquatic habitats include Carex bogs found in montane wet‘ōhi‘a/uluhe forest. Some hydrology research has been conducted. However, very little management(other than gorse removal in the upper units) has been done for these aquatic habitats.
The invasive weeds of most concern are: (1) gorse, which is found most heavily in open pastureareas at Pua ‘ākala, with smaller populations in Shipman and Upper Honohina, and (2) Florida
blackberry, which can be found in all units above 5,000 ft. Pua ‘Ākala also has a heavy English holly
infestation, with some smaller populations in Shipman and Upper Honohina. All three units of
Honohina and the two upper units of Maulua also have banana poka. Hotenia davidiana has thehighest concentration in Middle Honohina and the upper portions of the Lower Honohina. The
highest concentration of nonnatives is found at the higher elevations above 5,000 ft. All invasive
weeds that currently exist at HFU are in a monitoring, control, or maintenance stage of management,with a focus on both chemical and mechanical control. Florida blackberry control activities are
conducted May-October and gorse control focused on in winter months; while English holly is yearround. Volunteers assist with banana poka control.
Listed species management includes both flora and fauna. Listed animal species of most concern canbe found in the following units with Pua ‘Ākala and Shipman having the highest concentration oflisted species:• ‘Akiapōlā‘au can be found in all units above 4,500 ft elevation;• Hawai‘i ‘ākepa can be found in all units above 4,500 ft elevation with the greatest densities
in the Shipman and Pua ‘Ākala units;• Hawai‘i creeper can be found in all units above 4,500 ft elevation;

L-2

Appendix L. Summary of Past and Current Management

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

•
•
•
•
•

‘Ō‘ū had two unconfirmed detections in the late 1990s in the lower Honohina tract;‘Io can be found in all units;
Nēnē can be found at Pua ‘Ākala and Shipman;
Koloa maoli can be found in stock ponds in the upper units; and‘Ōpe‘ape‘a can be found in all units.

The Plant Extinction Prevention (PEP) Program for Hawai‘i Island has been collecting seeds for PEP
listed species. Seeds of Phyllostegia racemosa were collected from plants in the Maulua tract in years
past are being grown at the Volcano Rare Plant facility, and seeds from these plants are being
propagated. Other examples are Asplenium schizophyllum (collected one founder - lower Honohina(unit 3)) and Trematolobelia grandifolia (collected one founder in unit 6). Outplantings of PEP
plants onto Refuge lands includes seedlings of Clermontia peleana in unit 7, unit 6, and in Maulua.
All other PEP plant outplantings were conducted in the Maulua tract, including Clermontia
pyrularia, Clermontia lindseyana and Cyanea shipmanii. The listed Cyanea shipmanii (3,896 acresof critical habitat are identified at HFU) as well as Phyllostegia racemosa (over 2,317 acres ofcritical habitat are identified at HFU) can be found at Pua ‘Ākala. Critical habitat can also be foundfor Clermenonita peleana and Clermontia lindseyana (over 2,000 acres).
Surveys for forest birds occurred every year since 1987 (Figure 4-5). Additional surveys include‘ōpe‘ape‘a (in Pua ‘Ākala and Upper Maulua), invasive plants occasionally (which follow the forest
bird transects), and ungulates on forest bird transects annually until 2005.
Species research includes ‘ōpe‘ape‘a, nēnē, invertebrates, pollination, listed plants and animals,
forest structure and species diversity, and restoration. Most research occurs in units 2, 4, 5 and 8 andsome research occurs in units 1, 3, 6, and 7.
Fire (fuel) breaks and gates are also maintained, along with internal dirt/gravel roads for management
purposes in units 2, 4, 5 and 8 (Figure 5-2). Wildland fire history at the Refuge is minimal. The
Refuge sustained its first fire in 2002 in the Maulua unit. Its cause is undetermined. Most of the fires
occur outside the Refuge and are human caused. Several have burned right up to Refuge fences, butwere stopped by the fuel breaks.
Fences are an integral part of ungulate management. Forty-five miles of fence are inspected/repaired
once a month (when staffed) to prevent new animals from entering control units. Several methods are
employed to control pigs and cattle. These include hunting, trapping, snaring, and driving. Normallya combination of methods is used to eradicate the animals in an area. These units are sized toefficiently remove animals over a given period of time. As an example, a 1,500 acre unit will besnared at a rate of one snare per acre. This will facilitate control within 5 years. Middle Papaikou has
1,700 snares and Middle Hakalau has 1,600 snares. Lower Honohina has 1,000 snares but also has
active baiting and trapping as well. Monitoring of fences for ungulate ingress will be an on-going
activity.
For the Kona Forest Unit (Figure 2-2), a perimeter as well as internal fenceline has been cleared in
preparation for building 17 miles of ungulate proof fencing, anticipated to be completed within
2 years. Three management units within KFU will exist once the fencing is completed. The PEP
Program for Hawai‘i Island has been similarly collecting seeds for PEP listed species at this unit andpropagating them at the Volcano Rare Plant Facility. These include Asplenium peruvianum var.

Appendix L. Summary of Past and Current Management

L-3

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

insulare (several founders, not considered PEP anymore), Sicyos macrophylla (one founder);Sanicula sandwicensis (three founders); Cyanea marksii (one founder); Cyanea stichtophylla (twofounders); Phyllostegia ambigua (one founder); Phyllostegia spp. (one founder); Stenogyne
macrantha (one founder); Rubus macraei (one founder); and Fragaria chiloensis ssp. sandwicensis(three founders). No outplantings have occurred at KFU because it has not been fenced. Plants thatwere collected and matured to outplanting sizes have been outplanted in State Natural Area Reserve
fenced exclosures in nearby south Kona. Other PEP species occur on lands adjacent to the Kona
Forest Unit and have been collected for future outplantings in the KFU once it is protected by fencing
and animals have been removed.
The KFU is also considered potential habitat for listed Cyanea hamatiflora carlsonii and is critical
habitat for listed Drosophila. Four bird transects have also been established and bird surveys are
conducted intermittently. The U.S. Geological Survey has been conducting basic cavereconnaissance related to lava tubes and skylights. Additional surveys that have been made of thearea include archaeological, rare plant, ‘io, and weed surveys. There is also an access road easementon private lands from the highway to the Refuge that requires periodic repairs (Figure 5-3). Though
no aquatic habitats occur at KFU, the area is considered a groundwater recharge area and critical forthis drought prone region of the island.
The current budget (FY2010) for Hakalau Forest NWR is $1,168,098. This budget funds seven fulltime staff members (refuge manager, deputy refuge manager, maintenance supervisor, maintenanceworker leader, wildlife biologist, horticulturalist, and administrative officer) as well as all operational
needs. An additional six staff (field crew and administrative support positions) are all funded throughsoft monies (non-base funding).
The following two tables are a chronological description of the acquisition history listing dates, tract
numbers, acreage, expiration dates as applicable, and any specific relevant comments.

Table L-1. Refuge Acquisition History for Hakalau Forest NWR.
Date
Acquired
10/28/1985

Legal
Document
Easement

Tract #
14R

10/29/1985

Fee Title

10

4,994.00

10/29/1985

Fee Title

14

3,300.00

L-4

Acreage
19.45

Comments
From: The Nature Conservancy
Cost: $0.00 cost included with
Tract 14.
From: The Nature Conservancy
Cost: $2,800,000.00
Signed 10/21/85. All metallic
minerals to the State of Hawai‘i.
From: The Nature Conservancy
Cost: $1,000,000.00
A road easement consisting of
19.45 (Tract 14R) was alsoacquired in the same deed signed
10/21/85. all minerals and metallic
mines to State of Hawai‘i.

Expiration
Date
unknownn/an/aAppendix L. Summary of Past and Current Management

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Date
Acquired
06/05/1986

Legal
Document
Easement

Tract #
11-1R

06/05/1986

Easement

11R

3.17

06/06/1986

Fee Title

11a2,523.78

06/06/1986

Fee Title

11717.5409/24/1986

Easement

13-1R

12/31/1986

Fee Title

16

1,542.50

12/11/1987

Fee Title

14a

1,977.82

Acreage
1.05

1.65

Appendix L. Summary of Past and Current Management

Comments
From: The Nature Conservancy
Cost: $0.00
The price for easements 11R and
11R1 were included with Tract 11
and 11A.
From: The Nature Conservancy
Cost: $0.00
The price for easements 11R and
11R1 were included with Tract 11
and 11A. Road, utilities, accesstrails for ancient Hawaiian use orcustom. All mineral and metallic
mines to State of Hawai‘i.
From: The Nature Conservancy
Cost: $849,017.00
Tracts 112R and 11R-1 areincluded in this cost. Signed
6/5/86.
From: The Nature Conservancy
Cost: $240,983.00
All minerals and metallic mines toState of Hawai‘i. Roads, utilities,
access trails for ancient Hawaiianuse or custom. Tracts 11R and
11R-1 are included in this cost.
Signed 6/5/86.
From: Hawaiian Home Lands
Cost: $900.00
Nonexclusive, perpetual roadeasement, including right to trim
vegetation and right of entry uponeasement area and adjoining landof Hawaiian Home lands formaintenance of FWS jeep trailterm 6/1/86.
From: The Nature Conservancy
Cost: $1,064,325.00
signed 12/29/86.
From: The Nature Conservancy
Cost: $550,000.00
Mineral and metallic mines to Stateof Hawai‘i. Hilo Forest Reserve
easement. Perpetual license dated
10/31/78 for purposed of surplus
water signed 10/5/87.

Expiration
Date
unknown

unknownn/an/aperpetual

n/a
n/a

L-5

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Date
Acquired
12/14/1988

Legal
Document
Fee Title

Tract #
15

Acreage400.0001/27/1993

Fee Title

11b

1,033.94

09/14/1994

Fee Title

12

15,715.54

04/12/1995

Fee Title

17

500.00Comments
From: The Nature Conservancy
Cost: $360,000
Mineral and metallic mines to Stateof Hawaii. Signed 12/2/88 Sutton.
From: The Nature Conservancy
Cost: $1,033.94
No deed signed date given.
Liluokalani.
From: World Union
Cost: $10,000,000.00
Mineral and metallic mines to Stateof Hawai‘i. Deed signed 7/22/94.
From: W.H. Shipman LTD.
Cost: $500,000
Deed signed 4/6/95.

Table L-2. Refuge Acquisition History for Kona Forest Unit.
Date
Acquired
10/01/1997

Legal
Document
Fee Title

Tract #

Acreage

Comments

20

5,300.00

03/30/2005

Easement

21-1R

From: Les Marks Trust
Cost: $7,780,000.00
Road and utility easements. Native
tenant rights. Other authorities are
DT authority 1888 & 1931.
From: Les Marks Trust
Cost: $20,000.00
Grant of Nonexclusive easement
document. Monetary purchase andsettlement agreement.

03/30/2005

Easement

21-2R

L-6

4.00

13.00 From: Les Marks Trust
Cost: $40,000.00
Grant of Nonexclusive easement
document. Monetary purchaseand settlement agreement.

Expiration
Date
n/a

n/a

n/a

n/a

Expiration
Date
n/a

unknown

unknown

Appendix L. Summary of Past and Current Management

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

Figure L-1. 1993 pre-reforestation and restoration efforts (photo courtesy of Jack Jeffrey).

2007 post-reforestation and restoration effort (photo courtesy of Jack Jeffrey).

Appendix L. Summary of Past and Current Management

L-7

Hakalau Forest National Wildlife Refuge
Comprehensive Conservation Plan

L-8

Appendix L. Summary of Past and Current Management

U.S. Fish & Wildlife Service

National Wildlife Refuge System Information
1 800/344 WILD

April 2011
Front Cover Photos:‘Akiapōlā‘au©Jack Jeffrey‘I‘iwi©Michael WaltherNēnēUSFWS

Back Cover Photos:‘Ākepa©Jack Jeffrey‘Io©Michael Walther
Hakalau Forest
USFWS

Hakalau Forest National Wildlife Refuge

http://www.fws.gov/hakalauforest

Comprehensive Conservation Plan

U.S. Department of the Interior
U.S. Fish and Wildlife Service
Big Island National Wildlife Refuge Complex
60 Nowelo Street, Suite 100
Hilo, Hawai‘i 96720
Phone: 808/443-2300
Fax: 808/443-2304

April 2011

Hakalau Forest
National Wildlife Refuge
Comprehensive Conservation Plan