The event was sponsored by the Environmental Trading Network with the support of a U.S. EPA Watershed Assistance Grant.
We would like to thank the speakers and participants for their willingness and interest in participation.
The
workshop had over 40 attendees registered and another 10 speakers were
available in the audience at any one time.
We had representatives coming from Ohio, Kentucky, Tennessee, Pennsylvania,
Michigan, Minnesota, Illinois, WestVirginia, Idaho, Louisiana and Georgia.
These cover conservation districts, academia, state agencies, USDA, utilities,
NGOs and consultants.
Presentations and speakers
biographies are now available
at the above links. The workshop report and summary for day 3
will be posted soon.
For more
information, contact Mark Kieser, Acting Chair, ETN (mkieser@envtn.org)
|
Day
1
|
| PART 1: OVERVIEW OF TRADING | |
| 7.30-8.30 | Registration and check-in/Continental breakfast |
| 8:30-8:40 |
Opening
introduction: Mark Kiezer, Environmental Trading Network
(ETN) |
| 8:40-9:00 |
Workshop
Goals and Objectives: Mark Kieser, ETN |
| 9:00 - 9:15 | KEYNOTE: Brent Fewell, US EPA Deputy Administrator, Office of Water |
|
9:15-9:45 |
Foundations of Environmental Markets: Hale Thurston, National Risk Management Research Laboratory, ORD, US EPA |
| 9:45-10:15 | US EPA Water Quality Trading Policy Overview: Marcus Zobrist, US EPA |
| 10:15-10:30 | Break |
| 10:30-11:00 | Policy and Regulatory Framework: Challenges and Opportunities: Marcus Zobrist, US EPA |
| 11:00-11:30 | Drivers for Water Quality Trading: Shane Cherry, Shaw Environmental, Inc. |
| 11:30-12:00 | Current Water Quality Trading Program Applications in the United States: Mark Kieser, ETN |
| 12:00-1:00 | Lunch (on your own) |
| PART II: FROM CONCEPT TO APPLICATION | |
| 1:00-1:30 | EPA's Watershed-based NPDES Permitting Implementation Guidance: Marcus Zobrist, US EPA |
| 1:30-2:00 | Watershed Permit Case Studies: Kellie DuBay, TetraTech |
| 2:00-2:30 | Minnesota WQ Trading: James Klang, MPCA |
| 2:30-3:00 | Break |
| 3:00-3:45 | Minnesota WQ Trading/TMDL Applications: James Klang, MPCA |
| 3:45-4:30 | Nonpoint Source Credit Quantification: Jeff Thomas, ODNR |
| 4:30-5:00 | Moderated discussion, Day 1 wrap-up |
| 5:30-7:00 | Reception (Sponsored by Kieser & Associates, LLC) |
|
Day
2
|
| PART II: FROM CONCEPT TO APPLICATION (CONT.) | |
| 8:00-8:30 | Continental Breakfast |
| 8:30-8:40 | Welcome and plans for the day. Day 2 will focus on trading programs and implementation, nationally and in the Ohio River Basin: Mark Kieser, ETN |
| 8:40-9:30 | Stakeholder Perspectives and Instruments for Action: Dennis O'Grady, South Nation Conservation, Ontario |
| 9:30-10:45 |
Facilitated
Discussion of Market-based Trading Programs: Examples/Illustrations: |
| 10:45-11:00 | Break |
| 11:00-11:45 | Ohio's Draft Nutrient Standards and Trading Policy: Gary Stuhlfauth, OEPA |
| 11.45-12.45 | Lunch (on your own) |
| PART III: APPLICATIONS | |
| 12:45-1:15 | Sugar Creek Alpine Cheese Water Quality Trading Program: Dr Richard Moore, Ohio State University |
| 1:15-2:30 | Great
Miami River Trading Program - Assembling Stakeholders: Sarah Hippensteel, Miami Conservancy District - Program Features and Current Status: Douglas "Dusty" Hall, Miami Conservancy District |
| 2:30-2:45 | Break |
| 2:45-3:15 | Storm Water Trading Approaches for Portland, OR: Gordon Feighner, City of Portland, OR |
| 3:15-4:15 | Is
the Ohio River Basin Ready for Trading? Options for Consideration
(featured speakers on relevant topics with potential trading
application) - George Zukovs, XCG Consultants, Ltd. - Peter Tennant, ORSANCO |
| 4:15-5:00 |
Moderated
discussion: |
| 5:00-5:10 | Day 2 Wrap up |
|
Day
3
|
| PART III: APPLICATIONS (CONT.) | |
| 7:30-8:00 | Continental Breakfast |
| 8:00-8:15 | Welcome and plans for the day: Developing elements of a framework: Mark Kieser, ETN |
| 8:15-9:45 | Breakout Groups - Trading Framework Design (facilitated) |
| 9:45-10:00 | Break |
| 10:00-11:30 | Framework Breakout Group Reports (facilitated) |
| 11:30-11:45 | Workshop Wrap up: Mark Kieser, ETN |
Day 1
Opening
introduction: Mark Kieser, ETN
Workshop
goals & objectives: Mark
Kieser, ETN
Foundations of Environmental Markets: Hale Thurston, National Risk Management Research Laboratory, ORD, US EPA
US
EPA Water Quality Trading Policy Overview: Marcus Zobrist,
US EPA
Additional
links: EPA Water Quality Trading Policy
Policy and Regulatory Framework: Challenges and Opportunities: Marcus Zobrist, US EPA
Drivers for Water Quality Trading: Shane Cherry, Shaw Environmental, Inc.
Current Water Quality Trading Program Applications in the United States: Mark Kieser, ETN
EPA's
Watershed-based NPDES Permitting Implementation Guidance, Watershed
Permit Case Studies: Marcus Zobrist & Danielle Meunier, US
EPA - Kellie
DuBay, TetraTech
Additional
documents:
Clean
Water Services Permit,
Neuse Permit Part 1, Neuse Permit Part 2, Long Island Sound Factsheet,
Long Island Sound Permit,
Watershed-based Permit Resources page.
Additional
links: EPA Watershed-based Permitting Guidance
Minnesota
WQ Trading/TMDL Applications: James Klang, MPCA
Additional
documents: Presentation summary
Additional links: 2004 Minnesota River Summer Low Flow DO
TMDL, MPCA Phosphorus Strategy,
Minnesota River Basin General Phosphorus Permit
phase 1.
Nonpoint
Source Credit Quantification: Jeff Thomas, ODNR
Additional
documents: Ohio BMP calculation sheet,
EPA Region 5 Calculation sheet
Day 2
Stakeholder Perspectives and Instruments for Action: Dennis O'Grady, South Nation Conservation, Ontario. Accompanying document: Total Phosphorus Management Instruments (pdf).
Facilitated discussion of market-based trading programs: George Kelly, Environmental Banc & Exchange, LLC.
Ohio's
Draft Nutrient Standards and Trading Policy: Gary Stuhlfauth,
OEPA
Additional
links: Ohio EPA Water Quality Trading program
Sugar
Creek Alpine Cheese Water Quality Trading Program: Dr Richard
Moore, Ohio State University
Additional documents: R. Moore's paper
"Honoring Creation and Tending the Garden: Amish Views of Biodiversity",
Alpine Cheese Trading program factsheet
Additional
links: Alpine Cheese NPDES Permit (2006), Ohio DNR Annual Report (Jan. 2006) featuring
Alpine Cheese Phosphorus Trading Plan
Great
Miami River Trading Program
- Assembling Stakeholders: Sarah Hippensteel, Miami Conservancy
District
- Program Features and Current Status: Douglas "Dusty" Hall,
Miami Conservancy District
Additional links: Great Miami River Watershed Water Quality
Trading Program-Operations
Manual,
Storm
Water Trading Approaches for Portland, OR: Gordon Feighner,
City of Portland, OR
Additional links: Portland Clean River Rewards
stormwater initiative,
EPA NCER Grant project description
Is
the Ohio River Basin Ready for Trading? George Zukovs, XCG
Consultants, Ltd.
Nutrient
Trading in the Ohio River Valley: Are we ready for this? Peter
Tennant, ORSANCO
Day 3
Welcome and plans for the day: Developing elements of a framework: Mark Kieser, ETN
George
Azevedo
George Azevedo began working for the U.S.EPA in 1998 for the Water Division and
Superfund where he focused on Superfund Areas of Concern and modeled sediments
in the Chicago River. He later assisted the Regional Laboratory to develop the
first low-level method for alkylphenols, and assisted other Regional endocrine
disrupting projects. Currently, Mr. Azevedo works in the NPDES Branch where his
assignments include serving as a Liaison for the State of Minnesota, Water
Quality Trading Coordinator and the NPDES Nutrients Coordinator.
Shane
Cherry
Shane Cherry serves as the natural resource practice lead for Shaw
Environmental in the Western U.S. In this role, Mr. Cherry provides technical
oversight and leadership on diverse projects involving environmental impact
assessments, environmental permitting of capital projects, strategic mitigation
solutions, watershed management, and regional habitat restoration programs. The
integration of technical solutions with business solutions forms a core
component of the natural resource practice in developing marketable ecological
value. Mr. Cherry currently serves as the technical lead for one of the
mitigation bank development projects included in Washington State's pilot
program for mitigation banking. He is involved in multiple mitigation bank
development and operation projects in Washington and around the U.S. Mr. Cherry
recently served as principal scientist and technical lead on a literature
review and feasibility study conducted for EPA to assess the potential use of
created wetlands as a component of nutrient trading programs. Mr. Cherry earned
a BS in Earth, Atmospheric, and Planetary Sciences at the Massachusetts
Institute of Technology, and he earned an MS in Geography and Environmental
Engineering at Johns Hopkins University. He has 14 years experience as a
technical professional.
Kellie
DuBay
Kellie DuBay is an environmental scientist with Tetra Tech, Inc. Ms. DuBay has
supported the U.S. EPA in its efforts to promote watershed-based permitting and
water quality trading, including the development of technical assistance tools
such as the Watershed-Based Permitting NPDES Implementation Guidance and the
toolkit entitled Implementing Water Quality Trading Through NPDES Permitting.
She is currently supporting the Conservation Technology Information Center to
develop a water quality trading technical assistance manual for the
agricultural community through a cooperative agreement with U.S. EPA. Contact:
Kellie DuBay 1468 West Ninth Street Suite 620 Cleveland, OH 44113 P:
216-861-2950 F: 216-861-2960 kellie.dubay@tetratech-ffx.com
Gordon
Feighner
Gordon Feighner is a project analyst for the City of Portland's Stormwater
Marketplace Project. Prior to joining the project team in January 2006, he
worked at the US EPA's Office of Research and Development researching the
impact of a proposed cap-and-trade system for carbon emissions in the New
England region. Other projects he has worked on include a feasibility study of
establishing a mitigation banking program for threatened salmon habitat in the
Portland metro area. He has a Master's degree in environmental management from
Duke University and a B.A. in economics from Reed College.
Brent
Fewell
Principal Deputy Assistant Administrator, Office of Water, United States Environmental
Protection. Agency In September 2004, Brent Fewell was appointed Deputy
Assistant Administrator for the Office of Water at the U.S. Environmental
Protection Agency. Brent has over 15 years environmental experience in the
private sector, where he counseled clients on a wide array of legal, policy,
and technical issues involving water. Prior to his appointment, Brent practiced
environmental law as an associate in the law firm of Jones Day. Before entering
the practice of law, Brent also served as an environmental scientist with
several environmental consulting firms. Over his career, Brent has given talks
and published on a number of water related issues, including TMDLs, water
quality trading, wetlands, wellhead protection and enforcement. Brent graduated
magna cum laude from the University of Maine, where he received his B.S. degree
in Wildlife Management, received his Masters in Environmental Management from
Duke University, and earned his J.D. from Duquesne University, where he also
served on law review.
Douglas 'Dusty' Hall
Manager of Program Development, The Miami Conservancy District. Dusty joined
The Miami Conservancy District in 2002 and is currently the Manager of Program
Development. Prior to joining the Conservancy, Dusty served for 15 years as a
manager and executive with the City of Dayton and 10 years as a research
scientist with the University of Dayton Research Institute. Dusty has a wide
range of experience in water resources management ranging from drinking water
protection to storm water management. In 1999, Dusty was named as one of seven
National Drinking Water Heroes by the U.S. EPA. He holds a Bachelor of Science
from Wright State University and a Master of Science from the University of
Dayton. He is also a graduate of the Senior Executive Institute at the
University of Virginia.
Sarah
C. Hippensteel
Sarah is the Program Development Specialist for the Miami Conservancy District
where her main focus is developing new programs. She coordinates and interacts
with community members, federal, state, and local agencies, businesses, and
agricultural producers throughout the Great Miami River Watershed - a fifteen
county region in Southwest Ohio. Using effective partnerships she has
successfully raised nearly $8 million dollars to use on water quality
improvements in the watershed in just 3 years. Sarah is currently earning a
Doctorate in Leadership and Change from Antioch University. She has a Master of
Arts degree from Antioch University Seattle in Environment and Community and a
Bachelor of Science degree from The Ohio State University in Watershed Resource
Policy and Planning. Prior to working for the Miami Conservancy District her
experience includes government, private industry, and nonprofit organizations.
She served as the Executive Director of the Little Miami River Partnership, an
Environmental Information Specialist for YSI, Inc., the Hoosier Riverwatch
Coordinator for the Indiana Department of Natural Resources, and an
Environmental Manager for the Indiana Department of Environmental Management.
George
Kelly
George Kelly is the Director of Business Development and Founder of the
Environmental Banc & Exchange, LLC. Mr. Kelly is a cum laude JD and MSL
graduate of the Vermont Law School As founder of EBX, he has drafted, negotiated
and implemented mitigation banking instruments with regulatory agencies in
North and South Carolina, Virginia, Florida, and Maryland as well as drafted
and negotiated land deals with over seventy-five landowners for resource
mitigation projects. Mr. Kelly was recently elected as Secretary of the
National Mitigation Banking Association. Additionally, Mr. Kelly was appointed
to serve on the EPA Chesapeake Bay Program, Nutrient Trading Task force. Mr.
Kelly has also served as Chair of the Section of Environmental Law for the
Maryland State Bar Association and was asked to represent the Maryland business
and legal communities in the drafting of the precedent-setting Brownfields
environmental legislation. Mr. Kelly also chairs the Piney Run Rural Legacy
Program in Maryland involving the acquisition of over $14 million of
environmental and agricultural easements. Prior to joining EBX, Mr. Kelly
served as partner and member of the Environmental Law Group at the firm, Ober,
Kaler, Grimes and Shriver.
Mark S.
Kieser
Acting Chair, Environmental Trading Network, and Senior Scientist, Kieser &
Associates, LLC. Since 2001, Mr. Kieser has served as Acting Chair of the
Environmental Trading Network (ETN), a non-profit clearinghouse for water
quality trading program information. As Senior Scientist and principal of the
Kalamazoo, Michigan-based firm of Kieser & Associates, Mr. Kieser has 21
years of environmental consulting experience in addition to three years of
academic research on water resource issues. Kieser & Associates has been
involved in water quality trading program and policy development for over a
decade. Mr. Kieser led one of the five EPA supported water quality trading
projects in the U.S. in the late 1990s and served on the state of Michigan
Water Quality Trading Workgroup that developed the framework for Michigan's
water quality trading rules. Mr. Kieser is now leading a variety of trading
projects in the U.S. focused on: state-wide and watershed trading program
development; agricultural credit banking schemes; trading applications for
urban storm water; electronic water quality trading registries; and,
restoration of natural flow regimes in tributaries to the Great Lakes. The ETN
is a national clearinghouse for water quality trading projects. It was initially
established as the Great Lakes Trading Network, an adjunct to maximize the
regional impacts of the Kalamazoo River Water Quality Trading Demonstration
Project in May 1998 (Michigan). Today the ETN includes participants from many
of the active and emerging trading programs across the country. The ETN is the
only non-profit organization devoted solely to the development and
implementation of successful water quality trading programs across the nation.
The goals of the ETN are to facilitate implementation of the federal Clean
Water Act, optimize the cost of improving water quality, support local
watershed management initiatives, create incentives for voluntary point and
nonpoint source programs, and, increase the level of public awareness and
support for trading. Mr. Kieser holds a B.S. degree in biological sciences from
Wittenberg University (Springfield, Ohio) and an M.S. degree from Michigan
Technological University in biological sciences.
George
Kelly
George Kelly is the Director of Business Development and Founder of the
Environmental Banc & Exchange, LLC. Mr. Kelly is a cum laude JD and MSL
graduate of the Vermont Law School As founder of EBX, he has drafted,
negotiated and implemented mitigation banking instruments with regulatory
agencies in North and South Carolina, Virginia, Florida, and Maryland as well
as drafted and negotiated land deals with over seventy-five landowners for
resource mitigation projects. Mr. Kelly was recently elected as Secretary of
the National Mitigation Banking Association. Additionally, Mr. Kelly was
appointed to serve on the EPA Chesapeake Bay Program, Nutrient Trading Task
force. Mr. Kelly has also served as Chair of the Section of Environmental Law
for the Maryland State Bar Association and was asked to represent the Maryland
business and legal communities in the drafting of the precedent-setting
Brownfields environmental legislation. Mr. Kelly also chairs the Piney Run
Rural Legacy Program in Maryland involving the acquisition of over $14 million
of environmental and agricultural easements. Prior to joining EBX, Mr. Kelly
served as partner and member of the Environmental Law Group at the firm, Ober,
Kaler, Grimes and Shriver.
James
Klang
Jim Klang is a Principle Engineer in the Impaired Waters Program at the
Minnesota Pollution Control Agency. Jim currently is lead engineer for nutrient
pollutant trading, and Total Maximum Daily Load studies in the State of
Minnesota where three water quality trading permits are currently active. Mr
Klang graduated from Colorado State University with a Bachelor of Science
degree in Civil Engineering.
Dr.
Richard Moore
Dr. Richard Moore is the primary author of the Alpine Nutrient Trading Plan. He
is also the team leader for the 25 researchers and 11 graduate students
conducting various social and natural science projects on the Sugar Creek
Watershed located in the upper Muskingum Watershed in Ohio. His research team,
which takes a participatory headwaters approach, currently has the top-ranked
USDA water quality grant as well as other grants such as National Science
Foundation Biodiversity, USDA Sustainable Agriculture Research and Education,
and EPA 319. They are also collaborating with French and Japanese research
teams. As a rural sociologist and cultural anthropologist, he is a member of
the Ohio State University Agroecosystems Management Program and Environmental
Studies Graduate Program.
Dennis
O'Grady
General Manager, South Nation River Conservation Authority. Dennis O'Grady has
managed watersheds for Conservation Authorities across Ontario for 26 years.
For the past 19 years, he has been the General Manager of South Nation
Conservation, a 4,000 sq. km. watershed covering 15 municipalities. South
Nation delivers a wide variety of programs in groundwater protection, forestry,
fisheries, water quality, flood and erosion control and land use planning. The
South Nation River Watershed's trading program for phosphorus started 9 years
ago and it has completed over 200 verifiable trades. South Nation recently completed
a contract for the Province of Ontario detailing how to implement a phosphorus
trading program in the Province. Mr. O'Grady has a Masters Degree in Public
Administration from Queen's University, and an undergraduate degree in
Geography from the University of Western Ontario.
Gary
Stuhlfauth
Gary Stuhlfauth is with Ohio EPA's Division of Surface Water. He has worked in
the NPDES permit program for the past 17 years, primarily with major municipal
wastewater treatment plants. In addition to permit-related work, Gary's current
responsibilities include water quality trading and the Agency's effort to draft
rules for trading. Other areas that Gary is involved in include sewer
overflows, implementing Ohio's mercury variance rule, and participating in various
total maximum daily load teams.
Jeff
Thomas
Jeff Thomas has been employed by the Ohio Department of Natural Resources,
Division of Soil & Water Conservation for more than 5 years. He works with
18 Soil and Water Conservation Districts in southwest Ohio, providing technical
assistance to county employees, watershed projects and landowners. Prior to
working for ODNR, Jeff was an Urban Stream Specialist for the Warren County
Soil & Water Conservation District and received his Bachelor of Science in
Agriculture from the University of Kentucky.
Hale W.
Thurston
Hale W. Thurston leads the Environmental Economics Team in the National Risk
Management Research Laboratory's Sustainable Environments Branch. Dr. Thurston
received his Ph.D. in Economics from the University of New Mexico. His research
areas include investigating the use of market mechanisms for pollution
prevention and the use of non-market valuation techniques to evaluate watershed
restoration activities. Jeff Thomas Jeff Thomas has been employed by the Ohio
Department of Natural Resources, Division of Soil & Water Conservation for
more than 5 years. He works with 18 Soil and Water Conservation Districts in
southwest Ohio, providing technical assistance to county employees, watershed
projects and landowners. Prior to working for ODNR, Jeff was an Urban Stream
Specialist for the Warren County Soil & Water Conservation District and
received his Bachelor of Science in Agriculture from the University of
Kentucky.
Marcus
Zobrist
Marcus Zobrist is the leader of the Water Quality Team in the Water Permits
Division of the Office of Wastewater Management at the U.S. Environmental
Protection Agency's Office of Water in Washington, DC. The Water Quality Team
guides the consistent and effective translation of water quality standards into
water quality-based permit limitations and conditions. The team addresses
technical, policy, and legal aspects of the implementation of water quality
standards in NPDES permits, including implementation of TMDLs, Water Quality
Trading programs and Watershed-based permitting. Marcus also serves as an
instructor in EPA's Basic NPDES Permit Writer's Course and the Water Quality
Standards Academy. Prior to joining EPA Headquarters in 2001, Marcus worked for
EPA Region 2 (in New York City) where he worked on NPDES permits and
enforcement program. Marcus is a Civil Engineer and a graduate of McGill
University in Montreal, Canada.
George
Zukovs
Mr. Zukovs is President and CEO of XCG Consultants Ltd. He has over 30 years
experience in environmental science and engineering. Mr. Zukovs specializes in
the development of integrated wet weather programs for communities. His
experience encompasses the application of new and innovative control
technologies, regulatory negotiation and overall water resource management. Mr.
Zukovs' extensive project management experience includes many large complex and
interdisciplinary undertakings. He is the author of numerous technical papers,
and is a frequent presenter at international workshops. Mr. Zukovs has an
undergraduate degree in Chemical Engineering from the University of Toronto and
Master of Engineering degree in Civil Engineering also from the University of
Toronto. He is an American Society of Civil Engineers Diplomate Water Resources
Engineer.