I- l vU members Alberta Forest Genetic Resources Council Scientific Sector Dr. John Spence, Dr. Bruce Dancik, Dr. Ken MaLlett Biological Sector: Dr. Chris Shank Industry Sector: Mr. Robert Udell, Dr. Sally John, Mr. J.P. Bielech, Dr. Barb Thomas, Mr. Bruce Macmillan Government Sector: Mr. Doug Sklar, Dr. Narinder Dhir, Mr. Neil Barker Chair: Mr. Cliff Smith For further information, or to request additional copies of this report, please contact: Phone: (780) 449-5626 Fax (780) 449-5626 Web Site: http://www3.gov.ab.ca/srd/forests/fmd/genetics/ E-mail: afgrc@shaw.ca ISBN (Printed Edition) ISBN No. 0-7785-2928-2 ISBN (On-line Edition) ISBN No. 0-7785-2929-0 Editorial/production management: MediaMatch West Communications Inc. Photos courtesy of: Alberta-Pacific Forest Industries Inc., Alberta Sustainable Resource Development, MediaMatch West Communications Inc. table of # # contents Message from the Minister i Message from the Chair ii Forest Genetics in Alberta 1 Tree Improvement Programs 2 Tree Improvement Standards 3 Benchmarking Forest Genetic Programs 4 Forest Gene Resources Conservation 5 Climate Change and Genetic Resources 6 Research and Trials 8 • University of Alberta • Alberta Tree Improvement & Seed Centre • Canadian Forest Service • Industry Initiatives message from the minister I am pleased to release the Alberta Forest Genetic Resources Council (AFGRC) Annual Report for 2002-2003. This past year marked a significant step forward for the Council with the development of the draft manual entitled Standards for Tree Improvement in Alberta. With final approval by the government early in the next fiscal year, there will be a formalized and organized framework available for the pLanting of improved native species and regular wild tree stock on Crown land. The manual will provide government and industrial forest managers with a vital tool for enhancing the sustainable management of Alberta's forest resources. Looking forward, the AFGRC continues to examine the possibility of planting non-native species on Crown land. This emerging issue offers significant potential to improve productivity on the landscape and will be a valuabLe management tool for industry. The AFGRC is working to ensure questions and risk assessments relating to forest health, biodiversity and ecosystem integrity are addressed and completed prior to any decision on large-scale planting. In keeping with its commitment to improve communications within the scientific community, AFGRC is seeking to strengthen ties with the Alberta Forest Research Institute. By forging a strong working relationship, the two bodies will be able to take advantage of the natural synergies created and promote a broader range of research projects. I look forward to receiving continued advice from the AFGRC and wish them every success in the coming year. /W. Honorable Mike Cardinal Minister of Sustainable Resource Development MLA, Athabasca/Wabasca Constituency The Alberta Forest Genetic Resources Council marked its third anniversary at the conclusion of the 2002-03 fiscal year, a year during which Council found itself immersed in a number of continuing policy initiatives and issues. message from the chair The completion of the Alberta Forest Genetic Framework was unquestionably the major highlight of the year. Many Council members were directly involved in its development. Throughout the process. Council provided support and recommendations to the various task groups charged with this major groundbreaking initiative. At the completion of the process. Council reviewed the final product and provided its endorsement and recommendations to the Government of Alberta for review by the Standing Policy Committee responsible for Energy and Sustainable Development. The final product, entitled "Standards for Tree Improvement in Alberta ," is scheduled for approval by the Alberta Cabinet early in the next fiscal year. Undoubtedly Council will continue its involvement in an advisory capacity as the framework's policies are implemented and as they continue to evolve through the years. The debate over the ecological and biodiversity impacts of using non-native trees in reforestation continued to spark considerable interest and discussion at Council meetings throughout the year. A paper produced by the Alberta Research Council for the Department of Sustainable Resource Development provided the basis for discussion. The initial draft of the paper underwent substantive revision based in part on the suggestions of Council, and was undergoing a final peer review prior to Council resolving its final position with respect to the review, expected early in the next year. © AFGRC has taken a lead role in developing a national initiative for the benchmarking of Forest Genetic Resources programs. A recently-modified proposal has achieved support in principle by a number of jurisdictions and individuals across Canada. Work will continue on this exciting development. Council continued to provide guidance on a number of standing policy reviews, including Council's position regarding the use of genetically modified organisms (GMOs) in forestry, conservation of Alberta's forest genetic resources, and the Alberta Forestry Research Institute. With regard to this latter initiative, the chair participated in two developmental workshops to help set the strategic direction for the new institute. These policies, because of their dynamic nature, will require regular and ongoing attention by Council. The past year has been a most difficult one for the forest industry and for resource departments in governments, because of significant downturns in forest product markets, exacerbated by the softwood lumber trade dispute with the U.S. This situation underscores the need for rapidly- evolving tree improvement and genetic resource conservation programs that will help ensure the survival and prosperity of the forest sector. The Alberta Forest Genetic Resources Council has an important role to play in ensuring the delivery of these important programs. Cliff Smith, Chair, AFGRC The forest genetics and tree improvement program in Alberta was started in 1975 by the provincial government in cooperation with the forest industry. This was done shortly after a forest genetics research and advanced studies program was established at the University of Alberta in 1974. Close cooperation and working relationships have existed between the two programs, which have complementary strengths and synergies. Alberta's program is perhaps unique, as it was started at a time when the provincial forest harvest levels and annual reforestation programs were relatively small and surplus unallocated wood volumes were widely available throughout the province. The program was conceived as an investment for the future to develop and sustain a strong and vibrant forest products industry, which was expected to require increasing timber harvest from provincial Crown lands on a sustainable basis. The program required large initial investment in scientific infrastructure, manpower resources and operational needs. This was helped substantially by a grant from the Alberta Heritage Savings Trust Fund, which in the late 1970s supported projects with potential to strengthen and diversify the provincial economy into the renewable resources sector. Now into its 27th year of operations, a strong and a very well developed program is in place. It is yielding an economic payoff through increased growth, timber quality and climatic/ pest hardiness of the future forest. It is also making significant contributions to the conservation of heritage forest genetic resources, scientific research and environment protection. Throughout its development and brief history, the program has faced many challenges and has adapted to changing industrial and societal demands. These included shifting objectives from primarily growth-and-yield enhancement to integrated genetic resources management. The focus today is on forest health, genetic diversity, genetic gain and gene pool conservation issues. The background context is provided by government reducing its direct role in program development and delivery in favor of cooperative activity with industry and other scientific cooperators. With the "domestication" of forestry and increasing deployment of newly-developed varieties of forest trees, new challenges have emerged. These relate to maintaining biodiversity, of which the fundamental building blocks are genes and genotypes, and safeguarding the health, productivity and evolutionary potential of future forests. These are being addressed largely through the leadership and policy direction provided by the Alberta Forest Genetic Resources Council and the newly established Standards for Tree Improvement in Alberta. Future challenges include strengthening scientific research and advanced education programs in Alberta and successful adaptation of Alberta forestry to global climate change. Alberta's forest genetics and tree improvement program is uniquely qualified to fulfill these needs. O Tree improvement in Alberta involves more than 20 active programs in eight native species, of which six are coniferous and two are deciduous. All programs are based on traditional plant breeding methods, and no genetic modification (GM) is invoLved. Most programs include genetic gain as a primary objective, although some are designed primarily to alleviate seed shortages. Conservation of genetic diversity and maintenance of adaptability to natural environments are two primary objectives of all programs. Several exotic species are under consideration, either as pure species or as parents in hybrid programs. While some companies have initiated independent programs, most programs are being developed through cooperative arrangements either among companies, or between Alberta Sustainable Resource Development, Land & Forest Division (ASRD) and single or multiple companies. Several programs are also being developed by ASRD alone. The first coniferous programs were initiated in 1976 and new programs have been continuously added up to the present. The older programs are beginning to mature and some orchards have produced considerable amounts of seed for operational deployment. A broad genetic base has been accumulated and grafting in ex situ reserves has preserved thousands of wild genotypes. A system of in situ reserves is also being initiated for species involved in breeding programs. Progeny tests associated with the older programs are yielding fast-growing healthy individuals for inclusion in the next generation's breeding populations. Coniferous programs are summarized at right. Douglas-fir Western larch Jack pine Lodgepole pine Black spruce White spruce Total Programs for deciduous species were initiated more recently. Since the early 1990s, several private companies have been investigating and developing programs in aspen and aspen hybrids, balsam poplar, hybrid poplars, and birch. The focus for these programs has primarily been on adaptation and growth rate, as well as stock production and establishment. Deployment is planned on both private and public land. The first aspen cooperative program was formally initiated in 1994 by a group of forest products companies. Since then, hundreds of genotypes have been selected and tests have been established on a number of sites. Hybrid breeding programs involve crossing the native Populus tremuloides with P.tremula from Europe and P. davidiana from eastern Asia. Research in silviculture, stock production and breeding techniques has proven essential for working with both aspens and poplars. The provincial genetics policy (Standards for Tree Improvement in Alberta, May 1, 2003 - see page 3) is expected to encourage investment in tree improvement activities. The policy establishes a framework for program development and accrual of benefits, while ensuring that genetic diversity and conservation objectives are met. # of parents in programs programs 1 40 1 27 1 68 7 1,912 3 234 9 1,255 3,536 parents under test genotypes in orchards trees in orchards seed produced 0