[Congressional Record Volume 171, Number 119 (Thursday, July 10, 2025)]
[Senate]
[Pages S4311-S4313]
From the Congressional Record Online through the Government Publishing Office [www.gpo.gov]




          U.S. GOVERNMENT ACCOUNTABILITY OFFICE LEGAL OPINION

  Mr. BOOKER. Mr. President, I ask unanimous consent to have printed in 
the Record the GAO Congressional Review Act legal opinion dated May 28, 
2025.
  There being no objection, the material was ordered to be printed in 
the Record, as follows:

                                Decision

     Matter of: U.S. Department of the Interior, U.S. Fish and 
         Wildlife Service--Applicability of the Congressional 
         Review Act to Record of Decision for Barred Owl 
         Management Strategy.
     File: B-337059.
     Date: May 28, 2025.


                                 digest

       In August 2024, the U.S. Department of the Interior, U,S. 
     Fish and Wildlife Service (FWS) issued a record of decision 
     titled, Record of Decision for Final Barred Owl Management 
     Strategy Implementation and Issuance of a Migratory Bird 
     Treaty Act Special Purpose Permit in Washington, Oregon, and 
     California (Barred Owl ROD or ROD). The ROD announced FWS's 
     decision to adopt a barred owl management strategy to improve 
     the survival and recovery of northern spotted owls and to 
     prevent declines in California spotted owls, both of which 
     compete with barred owls. The Barred Owl Management Strategy 
     adopted by the ROD provides a framework for federal, state, 
     or tribal government agencies, or private landowners, to 
     implement barred owl management through the lethal removal of 
     barred owls.
       The Congressional Review Act (CRA) requires that before a 
     rule can take effect, an agency must submit the rule to both 
     the House of Representatives and the Senate, as well as the 
     Comptroller General. CRA incorporates the Administrative 
     Procedure Act's (APA) definition of a rule for this purpose, 
     with three exceptions. We conclude that the Barred Owl ROD is 
     a rule for purposes of CRA because it meets the APA 
     definition of a rule, and no CRA exception applies. 
     Therefore, the ROD is subject to CRA's submission 
     requirements.


                                decision

       In August 2024, the U.S. Department of the Interior 
     (Interior), U.S. Fish and Wildlife Service (FWS) announced 
     its decision to adopt a barred owl management strategy. 
     Record of Decision for Final Barred Owl Management Strategy 
     Implementation and Issuance of a Migratory Bird Treaty Act 
     Special Purpose Permit in Washington, Oregon, and California 
     (Aug. 2024) (Barred Owl ROD or ROD). We received a request 
     for a decision as to whether the Barred Owl ROD is a rule for 
     purposes of the Congressional Review Act (CRA). As discussed 
     below, we conclude that the ROD is a rule subject to CRA's 
     submission requirements.
       Our practice when rendering decisions is to contact the 
     relevant agencies to obtain factual information and their 
     legal views on the subject of the request. Accordingly, we 
     reached out to Interior on February 4, 2025, and received 
     Interior's response on March 18, 2025.


                               background

     Barred Owl ROD
       The Barred Owl ROD documents FWS's decision to adopt the 
     Final Barred Owl Management Strategy (Barred Owl Management 
     Strategy or Strategy) and issue an associated permit under 
     the Migratory Bird Treaty Act (MBTA) to implement the 
     Strategy. The ROD states that the purpose of the action ``is 
     to reduce barred owl populations to improve the survival and 
     recovery of northern spotted owls'' (a threatened species 
     under the Endangered Species Act) ``and to prevent declines 
     in California spotted owls'' (proposed for listing under the 
     Endangered Species Act). The ROD explains that barred owls, a 
     non-native invasive species in western North America, compete 
     with northern and California spotted owls, and this 
     competition ``is a primary cause of the rapid and ongoing 
     decline of northern spotted owl populations'' and poses a 
     similar risk to California spotted owls as barred owl 
     populations expand southward.
       The Barred Owl Management Strategy provides a framework for 
     federal, state, or tribal government agencies, or private 
     landowners, to implement barred owl management. The Strategy 
     involves the lethal removal of barred owls from specific 
     areas and describes removal protocols and a monitoring plan 
     for FWS as well as governmental and non-governmental entities 
     designated by FWS. The Strategy provides for barred owl 
     management in all provinces in the northern spotted owl range 
     and throughout the California spotted owl range.
       The MBTA prohibits the lethal removal of protected 
     migratory bird species, including the barred owl, unless 
     authorized by FWS in accordance with 50 C.F.R. parts 13 and 
     21. As part of the Barred Owl ROD, FWS approved the issuance 
     of a Special Purpose Agency Species Protection Permit to the 
     FWS Oregon Fish and Wildlife Office under the MBTA to 
     implement the Strategy in Washington, Oregon, and California, 
     and to authorize the lethal removal of barred owls by

[[Page S4312]]

     FWS and other governmental or non-governmental entities 
     designated by FWS. In particular, implementers and removal 
     specialists designated by FWS under the MBTA Permit must meet 
     the training and skill requirements described in the Strategy 
     and must follow the Strategy's removal protocols.
       The ROD states that it was prepared in accordance with the 
     requirements of the National Environmental Policy Act of 
     1969, as amended (NEPA), the Council on Environmental 
     Quality's NEPA implementing regulations in effect when the 
     NEPA process commenced, and Interior's NEPA regulations. As 
     part of the NEPA process, FWS developed a draft strategy and 
     shared it for public comment along with a draft Environmental 
     Impact Statement (EIS). After considering and addressing 
     comments and input from the public and various stakeholders, 
     FWS revised the draft Strategy and released it with a final 
     EIS. The final EIS evaluated six alternatives, and the ROD 
     adopted the preferred alternative, with some minor clarifying 
     edits and corrections to the Strategy.
     Congressional Review Act (CRA)
       CRA, enacted in 1996 to strengthen congressional oversight 
     of agency rulemaking, requires federal agencies to submit a 
     report on each new rule to both houses of Congress and the 
     Comptroller General for review before the rule can take 
     effect. The report must contain a copy of the rule, ``a 
     concise general statement relating to the rule,'' and the 
     rule's proposed effective date. CRA allows Congress to review 
     and disapprove rules issued by federal agencies for a period 
     of 60 days using special procedures. If a resolution of 
     disapproval is enacted, then the new rule has no force or 
     effect.
       CRA adopts the definition of ``rule'' under the 
     Administrative Procedure Act (APA), which states that a rule 
     is ``the whole or a part of an agency statement of general or 
     particular applicability and future effect designed to 
     implement, interpret, or prescribe law or policy or 
     describing the organization, procedure, or practice 
     requirements of an agency.'' However, CRA excludes three 
     categories of APA rules from coverage: (1) rules of 
     particular applicability; (2) rules relating to agency 
     management or personnel; and (3) rules of agency 
     organization, procedure, or practice that do not 
     substantially affect the rights or obligations of non-
     agency parties.
       FWS did not submit a CRA report to Congress or the 
     Comptroller General on the Barred Owl ROD. In its response to 
     us, Interior provided additional information about the Barred 
     Owl ROD but did not state a position as to whether it is a 
     rule under CRA.


                               DISCUSSION

       To determine whether the Barred Owl ROD is a rule subject 
     to review under CRA, we first address whether it meets the 
     APA definition of a rule. As explained below, we conclude 
     that the ROD meets this definition. The next step is to 
     determine whether the document falls into one of the 
     categories of APA rules excepted from CRA's requirements. We 
     conclude that the ROD does not fall within any of the 
     exceptions. Therefore, the ROD is a rule subject to CRA's 
     submission requirements.
     The Barred Owl ROD is a Rule Under APA
       The Barred Owl ROD meets the APA definition of a rule. 
     First, the ROD is an agency statement as it is an official 
     document issued by FWS.
       Second, the ROD is of future effect. An agency action of 
     future effect is one ``concerned with policy considerations 
     for the future rather than the evaluation of past or present 
     conduct.'' In particular, we previously examined another FWS 
     record of decision documenting the actions necessary to 
     restore and maintain certain types of fish in a particular 
     river. We determined that the essential purpose of the record 
     of decision was ``to set policy for the future,'' and it was 
     ``clearly intended to have future effect, namely the 
     restoration and maintenance of . . . [certain] fishery 
     resources in the . . . [r]iver.'' Like the record of decision 
     at issue in B-287557, the Barred Owl ROD sets policy for the 
     future, namely the adopted Barred Owl Management Strategy, 
     and is likewise intended to restore and maintain certain 
     wildlife populations, in this case the northern spotted owl 
     and California spotted owl, in particular geographic areas, 
     specifically portions of Washington, Oregon, and California.
       Finally, the Barred Owl ROD prescribes and implements law 
     and policy and describes agency procedure and practice 
     requirements. An agency statement implements, interprets, or 
     prescribes law or policy when the action creates new 
     regulations, changes regulatory requirements or official 
     policy, or alters how the agency will exercise its 
     discretion, among other things. The ROD prescribes and 
     implements a new policy, the Barred Owl Management Strategy, 
     to improve the survival and recovery of northern spotted owls 
     and to prevent declines in California spotted owls from 
     barred owl competition through the lethal removal of barred 
     owls from specific areas.
       An agency statement describes agency organization, 
     procedure, or practice requirements when the statement 
     discusses the internal operations of an agency, including 
     statements that govern the conduct of agency proceedings. The 
     Barred Owl ROD adopts the Barred Owl Management Strategy, 
     which includes detailed procedures and practices for barred 
     owl management, and these procedures and practices apply to 
     FWS to the extent the agency itself engages in barred owl 
     management. The Strategy also describes procedures for 
     designating other governmental and non-governmental entities 
     as implementers and removal specialists. In particular, the 
     Strategy describes the information that requesting entities 
     and individuals must submit to FWS and the process for FWS 
     review and approval. In addition, the Strategy includes a 
     monitoring program under which implementers must submit 
     certain information to ensure actions are consistent with the 
     Strategy and to assess the success of the management effort.
     CRA Exceptions
       Having determined that the Barred Owl ROD meets the APA 
     definition of rule, we next consider whether the ROD falls 
     within one of the three categories of APA rules not subject 
     to CRA.
     (1) Rule of Particular Applicability
       The Barred Owl ROD is not a rule of particular 
     applicability. Such rules are addressed to a specific, 
     identified person or entity and address actions that person 
     or entity may or may not take, taking into account facts and 
     circumstances specific to that person or entity. In 
     determining whether a rule is one of general or particular 
     applicability, we have noted that a rule need not apply to 
     the population as a whole to be considered a rule of general 
     applicability; rather, all that is required is that the rule 
     has general applicability within its intended range, 
     regardless of the magnitude of the range. For example, we 
     have determined that a rule is one of general applicability 
     even if the rule is limited to a specific geographic area, so 
     long as the rule does not apply to specific, identified 
     persons or entities.
       The Barred Owl ROD adopts the Barred Owl Management 
     Strategy, and although the Strategy is focused on specific 
     areas within Washington, Oregon, and California, the Strategy 
     is not addressed to specific, identified persons or entities. 
     Instead, the Strategy provides a framework for any federal, 
     state, or tribal government agency, or private landowner, to 
     implement barred owl management.
     (2) Rule of Agency Management or Personnel
       The Barred Owl ROD is not a rule of agency management or 
     personnel. This exception applies to rules relating to 
     ``purely internal agency matters.'' These include rules 
     related to controlling, directing, or supervising internal 
     management issues, as well as those related to personnel 
     issues like communications between employees and managers, 
     leave, or benefits.
       The Barred Owl ROD does not involve internal agency 
     management or personnel matters. Rather, the ROD adopts a 
     Barred Owl Management Strategy that provides a framework for 
     federal, state, or tribal government agencies, or private 
     landowners, to implement barred owl management. Although FWS 
     will be one entity implementing the Strategy--as demonstrated 
     by the issuance of the MBTA Permit to the FWS Oregon Fish and 
     Wildlife Office--FWS contemplates designating other 
     governmental and non-governmental entities to implement the 
     Strategy under its MBTA Permit and also expects that other 
     entities could potentially apply for their own permit using 
     the Strategy.
     (3) Rule of Agency Organization, Procedure, or Practice that 
         Does Not Substantially Affect Non-Agency Parties
       Finally, the Barred Owl ROD is not a rule of agency 
     organization, procedure, or practice that does not 
     substantially affect the rights or obligations of non-agency 
     parties. A rule of agency organization, procedure, or 
     practice is a rule that is limited to an agency's methods of 
     operation or how the agency organizes its internal 
     operations. Although certain rules directed at non-agency 
     parties are considered rules of agency organization, 
     procedure, or practice--such as those that affect the way 
     regulated entities submit information to an agency, how the 
     agency reviews that information, or the type or timing of 
     actions the agency will take based on that submission--rules 
     that are directed at and primarily concerned with the 
     behavior of non-agency parties do not fall within this 
     category.
       As discussed above, the Barred Owl Management Strategy 
     adopted by the ROD provides a framework for non-agency 
     parties to implement barred owl management. This includes 
     detailed requirements and guidance for non-agency parties 
     designated by FWS to implement the Strategy, including 
     removal protocols and how those parties might prioritize 
     actions under the Strategy. These elements of the Strategy 
     are primarily focused on the behavior of those non-agency 
     parties rather than FWS's internal operations.
       On the other hand, the Barred Owl Management Strategy also 
     describes FWS's methods of operation. For example, the 
     implementation requirements and guidance apply to FWS to the 
     extent the agency itself engages in barred owl management 
     under the Strategy. The Strategy also describes procedures 
     for designating other governmental and non-governmental 
     entities as implementers and removal specialists. In 
     particular, the Strategy describes the information that 
     requesting entities and individuals must submit to FWS and 
     the process for FWS review and approval. However, 
     notwithstanding the inclusion of these agency procedures and 
     practices, the Strategy's primary focus on the conduct of 
     non-agency parties implementing barred owl management 
     establishes that the

[[Page S4313]]

     ROD does not qualify as a rule of agency organization, 
     procedure, or practice.
       In addition, the ROD substantially affects the rights or 
     obligations of non-agency parties. Although the Strategy 
     adopted by the ROD does not require an entity to implement 
     barred owl management and actions are limited to the lands of 
     willing landowners and land managers, we have previously 
     concluded that rules establishing requirements for voluntary 
     programs may still substantially affect non-agency parties 
     that choose to participate.
       In B-334146, we examined U.S. Department of Agriculture 
     actions establishing four new financial assistance programs. 
     The actions prescribed each program's eligibility 
     requirements, application requirements, calculation and 
     distribution of funds, and, in some cases, reporting 
     requirements and limitations on how funds could be used. 
     Although participation in the programs was voluntary, we 
     concluded that the actions substantially affected non-agency 
     parties because they directly determined whether interested 
     entities would receive funding under the programs, and, for 
     certain programs, imposed additional implementation and 
     reporting requirements on program participants.
       The ROD's adoption of the Barred Owl Management Strategy 
     establishes a new voluntary program for interested 
     governmental and non-governmental entities. Like the 
     eligibility and application requirements included in the 
     actions at issue in B-334146, the Strategy prescribes the 
     information that must be submitted by non-agency parties 
     interested in becoming implementers and removal specialists, 
     as well as qualifications for persons participating in 
     removal activities. And just as some of the actions in B-
     334146 imposed additional requirements on program 
     participants, the Strategy includes requirements for 
     individuals and entities designated as implementers by FWS. 
     For example, the Strategy prescribes detailed protocols for 
     removal activities, as well as reporting requirements. In 
     short, the ROD and adopted Strategy substantially affect non-
     agency parties by describing who may implement barred owl 
     removal activities, the information those persons or entities 
     must submit to FWS (both to be designated as implementers or 
     removal specialists and as part of subsequent reporting 
     requirements), and the protocols those persons or entities 
     must follow when conducting removal activities.


                               CONCLUSION

       The Barred Owl ROD meets the APA definition of a rule, and 
     no exception applies. Therefore, the ROD is subject to CRA's 
     requirement that it be submitted to Congress and the 
     Comptroller General before it can take effect.

                          ____________________