FY07-09 proposal 200600600
Jump to Reviews and Recommendations
Section 1. Administrative
Proposal title | Habitat Evaluation Procedures (HEP) |
Proposal ID | 200600600 |
Organization | Columbia Basin Fish & Wildlife Authority (CBFWA) |
Short description | This proposal is to conduct Habitat Evaluation Procedures (HEP)independently and/or with assistance from W/L managers on extant and new mitigation project lands and to provide technical oversight, review, and/or audit of current/past HEP data. |
Information transfer | This information will be used to establish baseline and current habitat quality conditions on extant mitigation projects and to determine the amount of credit (HUs) BPA receives for mitigation projects. Upon completion, survey data will be transferred to project proponents, BPA, and CBFWA. |
Proposal contact person or principal investigator |
Contacts
Contact | Organization | |
---|---|---|
Form submitter | ||
Paul Ashley | [CBFWA] | lonepinebutte@comcast.net |
All assigned contacts | ||
Paul Ashley | [CBFWA] | lonepinebutte@comcast.net |
Paul Ashley | [CBFWA] | lonepinebutte@comcast.net |
Paul Ashley | [CBFWA] | lonepinebutte@comcast.net |
Section 2. Locations
Province / subbasin: None Selected / None Selected
Latitude | Longitude | Waterbody | Description |
---|---|---|---|
Section 3. Focal species
primary: All WildlifeAdditional: sage grouse sharp-tailed grouse pygmy rabbit bald eagle
Section 4. Past accomplishments
Year | Accomplishments |
---|---|
2005 | Conducted HEP evaluations for the Burns-Piautte, Spokane, Coeur d'Alene, Kalispel, Umatilla, Yakama, and Nez Perce Tribes, IDF&G, ODFW, and The Nature Conservancy. Conducted a week long HEP course, compiled HEP data, and drafted a HU summary for WDFW. |
2004 | Conducted HEP evaluations for the Spokane, Yakama, Kalispel, and Colville Tribes, WDFW, and IDF&G. Compiled HEP results. |
2003 | Conducted HEP evaluations for the Colville, Spokane, Burns-Paiutte, Kalispel, Kootenai, and Yakima Tribes, IDF&G, WDFW, and ODFW. Conducted a one week HEP course, and compiled HEP results. |
2002 | Conducted HEP evaluations for the Colville, Spokane, Yakama, Burns-Piautte, Warm Springs, and Kalispel Tribes; USFWS, ODFW, IDF&G, and WDFW. Conducted a one week HEP course. Compiled HEP results. |
Section 5. Relationships to other projects
Funding source | Related ID | Related title | Relationship |
---|---|---|---|
BPA | 200600600 | Habitat Evaluation Project | HEP is used to evaluate habitat quality on mitigation lands and determine the amount of HU credit BPA receives for all wildlife projects and for terrestrial habitat components of fish projects. |
Section 6. Biological objectives
Biological objectives | Full description | Associated subbasin plan | Strategy |
---|---|---|---|
[BO Title left blank] | [BO Description left blank] | None | [Strategy left blank] |
Conduct HEP evaluations in FY2007, FY2008, FY2009 | Prepare for and conduct HEP evaluations Systemwide as required from October 1, 2007 through September 30, 2009. Train staff and compile HEP data. | None | [Strategy left blank] |
Develop comprehensive habitat evaluation protocols | Combine elements of HEP and vegetation sampling with the Northwest Habitat Institute's habitat assessment process to develop inovative metrics that will provide project managers with HEP habitat suitability indices and comprehensive habitat quality data. Develop "Combined Habitat Assessment Protocols (CHAP)" for riparian, forest, shrubsteppe, and grassland habitats by end of FY 2009 (Systemwide). | None | [Strategy left blank] |
Review/audit habitat unit ledger by 15 Feb 2007 | Perform objective audit/review of BPA habitat unit ledger and HUs reported for each mitigation project. Compare BPA/project data to HSI models and HU stacking described in loss assessments (Systemwide). | None | [Strategy left blank] |
Section 7. Work elements (coming back to this)
Work element name | Work element title | Description | Start date | End date | Est budget |
---|---|---|---|---|---|
Prepare HEP Report | Compile and report HEP results to CBFWA, BPA, and project managers | Compile habitat variable data and apply results to HSI/habitat type models to document habitat suitability and determine the number of habitat units to be credited to BPA. Draft project specific HEP reports that include abstract, methods, results, and discussion sections (this element is performed from October through February each year). | 10/1/2007 | 2/28/2010 | $150,000 |
Biological objectives Conduct HEP evaluations in FY2007, FY2008, FY2009 |
Metrics |
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Identify and Select Projects | Coordinate and Plan HEP Projects | Coordinate HEP evaluation needs with BPA staff and mitigation project managers on an annual basis. Develop annual HEP survey schedule. Conduct pre-survey site visits as needed. Develop project specific information packets comprised of project boundary/cover type maps, aerial photographs, appropriate HSI/habitat type models, data logger/computer spreadsheets and/or field data sheets (this element is generally performed January through March each year). | 1/2/2007 | 3/31/2009 | $135,000 |
Biological objectives Conduct HEP evaluations in FY2007, FY2008, FY2009 |
Metrics |
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Outreach and Education | Conduct HEP Course | Train wildlife managers in HEP protocols and vegetation sampling techniques | 4/9/2007 | 4/13/2007 | $8,000 |
Biological objectives Conduct HEP evaluations in FY2007, FY2008, FY2009 |
Metrics * # of students reached: Class size is between 12 and 20 students |
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Provide Technical Review | Review/audit project habitat unit compilations | Review BPA habitat unit ledger and reconcile data with project HEP results and associated hydro-project loss assessment(s). | 1/2/2007 | 2/15/2007 | $40,000 |
Biological objectives Review/audit habitat unit ledger by 15 Feb 2007 |
Metrics |
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Collect/Generate/Validate Field and Lab Data | Conduct HEP Surveys | Hire and train field crew in HEP protocols, equipment use, and metrics. Secure crew vehicle and necessary equipment. Collect HEP variable/key ecological correlate data (this element is implemented March through August each year). | 3/1/2007 | 9/1/2009 | $637,172 |
Biological objectives Conduct HEP evaluations in FY2007, FY2008, FY2009 |
Metrics Focal Area: Number of projects surveyed/number of HUs Primary R, M, and E Type: Number of acres, cover types, HSI models evaluated |
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Develop RM&E Methods and Designs | Develop sampling/study design and statistical protocols for individual projects | 1. Develop project site specific sampling design and mensuration protocols including statistically valid sample sizes, probability sampling design, HSI model modification, and data logger/computer software (this element is performed as needed between January and September each year). 2. Develop inovative habitat evaluation protocols with the Northwest Habitat Institute. This element would provide project level HSIs/HUs while providing managers with a more descriptive/detailed habitat quality analysis that would identify habitat limiting factors relative to ecological and/or management standards of comparison. | 1/2/2007 | 9/1/2009 | $84,000 |
Biological objectives Conduct HEP evaluations in FY2007, FY2008, FY2009 Develop comprehensive habitat evaluation protocols |
Metrics |
Section 8. Budgets
Itemized estimated budget
Item | Note | FY07 | FY08 | FY09 |
---|---|---|---|---|
Personnel | FTEs: 3/yr | $151,716 | $158,918 | $166,480 |
Fringe Benefits | Benefits for 2 FTEs/yr | $68,272 | $71,513 | $74,916 |
Travel | Per diem for 4 individuals/70 days/yr @ $100/day | $28,000 | $28,000 | $28,000 |
Supplies | Equipment, materials, postage, cell phone, etc. | $15,000 | $6,720 | $6,000 |
Other | Vehicle lease (2 vehicles) | $18,000 | $20,000 | $22,000 |
Other | Leased vehicle fuel/maintenance costs | $14,500 | $16,000 | $17,500 |
Other | POV mileage costs (6,667 miles/yr x $0.485/mi) | $3,234 | $3,234 | $3,234 |
Overhead | Indirect @ 14.43% | $43,106 | $43,923 | $45,906 |
Totals | $341,828 | $348,308 | $364,036 |
Total estimated FY 2007-2009 budgets
Total itemized budget: | $1,054,172 |
Total work element budget: | $1,054,172 |
Cost sharing
Funding source/org | Item or service provided | FY 07 est value ($) | FY 08 est value ($) | FY 09 est value ($) | Cash or in-kind? | Status |
---|---|---|---|---|---|---|
Totals | $0 | $0 | $0 |
Section 9. Project future
FY 2010 estimated budget: $65,000 FY 2011 estimated budget: $65,000 |
Comments: HEP reports for work conducted in FY 2009 will be completed in early FY 2010. A few HEP evaluations and/or HEP data review may occur in FY 2011; however, BPA mitigation crediting goals/objectives should be completed not later than July 2010. |
Future O&M costs: No future O&M costs
Termination date: June 1, 2010
Comments: FY 2009 HEP project reports will be drafted after the end of the field season, which will conclude approximately September 15, 2009. As a result, FY2009 HEP reports will be completed in FY 2010.
Final deliverables: Completed FY 2009 HEP project reports and a final HEP program report based on a comprehensive review/audit of habitat unit credits awarded to BPA resulting from BPA's funding of mitigation projects.
Section 10. Narrative and other documents
Reviews and recommendations
FY07 budget | FY08 budget | FY09 budget | Total budget | Type | Category | Recommendation |
---|---|---|---|---|---|---|
NPCC FINAL FUNDING RECOMMENDATIONS (Oct 23, 2006) [full Council recs] | ||||||
$222,000 | $222,000 | $222,000 | $666,000 | Expense | Multi-province | Fund |
NPCC DRAFT FUNDING RECOMMENDATIONS (Sep 15, 2006) [full Council recs] | ||||||
$0 | $0 | $0 | $0 | ProvinceExpense | ||
NPCC DRAFT FUNDING RECOMMENDATIONS (Sep 15, 2006) [full Council recs] | ||||||
$222,000 | $222,000 | $222,000 | $0 | Multi-province | ||
Comments: Proposed scope expansion not accepted; started w/ ’06 budget for on-going scope, then bumped up a bit (approx. 5%) to illustrate possible budget situation in ’07 on existing scope; if took this path, would need to get ’07 budget based on work elements. MSRT recommends $160,000. |
ISRP PRELIMINARY REVIEW (Jun 2, 2006)
Recommendation: Fundable in part
NPCC comments: Overall the ISRP viewed the use of HEP as a policy decision. HEP has played and can continue to play a role in the Council’s program by establishing mitigation credits against the initial baseline losses that were agreed to be reasonably indexed by habitat units (HUs) derived from HEP. However, HEP is no longer considered to be a good method for evaluation of value of land to wildlife, as there have been significant improvements in both analytical methods and available data that underlie estimation of the relationships of wildlife species and assemblages to habitat. Further, HEP is not a sufficiently direct measure to support the purposes of monitoring and evaluation. Far better monitoring approaches and metrics are now available, and use of more direct approaches is required for effective evaluation of benefits to wildlife. In sum, HEP alone does not provide adequate biological M&E, and direct biological M&E is not improved by continuing HEP. If the Council continues to use HEP as the basis for initial determination of mitigation value, then a consistent approach to evaluation is desirable and a standardized HEP approach could help to achieve such consistency. In this case, the proposed project should present more clear explanation of methods to be used, including the timing of sampling and what specific HEP models would be used to evaluate the structural characteristics of habitat, and any additional needed details to allow evaluation of sampling methods. The reviewers found the CHAP portion of the proposal Not Fundable. The proposal did not provide convincing evidence that the approach of NWI would be a significant improvement over the HEP-derived habitat unit metric now in place. In particular, the methods used to determine habitat value (HV) were not clearly presented. It would have been useful for the proposal to include a more clear explanation of the calculation and use of habitat value, with an example from a subbasin of how to use the metric, habitat value, as a measure of progress towards mitigation. It seems likely that direct biological M&E will almost always be more convincing, more interpretable, and thus more useful for evaluation and application to management decision-making than would be a less direct, HEP-type measure. The proposal did not convince the ISRP that the NWI efforts to improve HEP would be as good as direct biological M&E. The ISRP also noted that actual evaluation of wildlife projects was rarely provided in proposals. The use of HEP or CHAP would imply that habitat was an adequate proxy for value to wildlife, but this proposal does not articulate habitat goals or how and when progress towards goals would be measured. The use of HEP to provide monitoring and evaluation is not considered scientifically well advised. The relationships of HEP- or CHAP- derived metrics to focal species identified in subbasin plans or to non-focal species were not defined.
ISRP FINAL REVIEW (Aug 31, 2006)
Recommendation: Fundable in part
NPCC comments: Overall the ISRP viewed the use of HEP as a policy decision. HEP has played and can continue to play a role in the Council’s program by establishing mitigation credits against the initial baseline losses that were agreed to be reasonably indexed by habitat units (HUs) derived from HEP. However, HEP is no longer considered to be a good method for evaluation of value of land to wildlife, as there have been significant improvements in both analytical methods and available data that underlie estimation of the relationships of wildlife species and assemblages to habitat. Further, HEP is not a sufficiently direct measure to support the purposes of monitoring and evaluation. Far better monitoring approaches and metrics are now available, and use of more direct approaches is required for effective evaluation of benefits to wildlife. In sum, HEP alone does not provide adequate biological M&E, and direct biological M&E is not improved by continuing HEP. If the Council continues to use HEP as the basis for initial determination of mitigation value, then a consistent approach to evaluation is desirable and a standardized HEP approach could help to achieve such consistency. In this case, the proposed project should present more clear explanation of methods to be used, including the timing of sampling and what specific HEP models would be used to evaluate the structural characteristics of habitat, and any additional needed details to allow evaluation of sampling methods. The reviewers found the CHAP portion of the proposal Not Fundable. The proposal did not provide convincing evidence that the approach of NWI would be a significant improvement over the HEP-derived habitat unit metric now in place. In particular, the methods used to determine habitat value (HV) were not clearly presented. It would have been useful for the proposal to include a more clear explanation of the calculation and use of habitat value, with an example from a subbasin of how to use the metric, habitat value, as a measure of progress towards mitigation. It seems likely that direct biological M&E will almost always be more convincing, more interpretable, and thus more useful for evaluation and application to management decision-making than would be a less direct, HEP-type measure. The proposal did not convince the ISRP that the NWI efforts to improve HEP would be as good as direct biological M&E. The ISRP also noted that actual evaluation of wildlife projects was rarely provided in proposals. The use of HEP or CHAP would imply that habitat was an adequate proxy for value to wildlife, but this proposal does not articulate habitat goals or how and when progress towards goals would be measured. The use of HEP to provide monitoring and evaluation is not considered scientifically well advised. The relationships of HEP- or CHAP- derived metrics to focal species identified in subbasin plans or to non-focal species were not defined.