Within-Year Modification Request Form for FY 2007

 
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Table of Contents
Part 1. Administration and Budgeting
Section 1: General Administrative Information
Section 2: Description
Section 3: Related Projects
Section 4: Planning and Design
Section 5: Construction/Implementation
Section 6: Operations and Maintenance
Section 7: Monitoring and Evaluation
Section 8: Total Budget
Section 9: Project Documents
Part 2. Current Status of Modification Request
Part 3. Comments on this Modification Request


Part 1 of 3. Administration and Budgeting
Section 1: General Administrative Information
Process Information:
Date Proposal Submitted & Finalized Status BOG Meeting Date
October 9, 2007 Finalized November 7, 2007

Modification Type: FY 2007 Within-Year Ongoing
BPA Project Number: 200303600
BPA Project Name: Collaborative Systemwide Monitoring and Evaluation Project (CSMEP)
COTR/BPA Project Manager: Tracey Yerxa
Agency, Institution or Organization Requesting Rescheduling: CBFWA
Funding Type: expense
Project Leader: Ken MacDonald
Province: Mainstem/Systemwide
Subbasin: None Selected
 
Contact Person
First Name: Ken
Last Name MacDonald
Address: 851 SW Sixth Avenue, Suite 260
City, State Zip: Portland, OR 97204
Phone: 503.229.0191
Fax: 503.229.0443
Email: ken.macdonald@cbfwa.org

Administrative Contacts
Primary Administrative Contact Secondary Administrative Contact:
Name Kathie Titzler Name Dave Marmorek
Address: 851 SW Sixth Avenue, Suite 260 Address: 1765 W 8th Ave. Ste 300
City, State Zip: Portland, OR 97204 City, State Zip: Vancouver, BC BC V6J 5C6
Phone: 503.229.0191 Phone: 604.677.9557
Fax: 503.229.0443 Fax:
Email: kathie.titzler@cbfwa.org Email: dmarmorek@essa.com
Note: Note:

Section 2a: Description (Species Information)
Target Species fish

Provide explanations as to why the following alternative funding solutions are not feasible and will jeopardize the project:
Reduction in existing scope of project: The Northwest Power and Conservation Council (Council) recommended funding the Collaborative Systemwide Monitoring and Evaluation Project (CSMEP) at $984,500 in FY 2008. The Bonneville Power Administration funded the project at approximately one-half the recommended level, $500,000 in FY2008. The fish and wildlife managers through CBFWA have requested full funding for FY 2008, consistent with the Council's recommendation. Outyear funding will be determined following an ISAB review scheduled for December 2007.
Deferral of existing work elements to later date: At the current funding level, CSMEP efforts will be limited to completing the on-going analyses and reports. The decision to fund CSMEP at the Council recommended level for FY 2008 needs to be made soon otherwise state and tribal personnel working on the project will be reassigned within their respective organizations. Once such personnel decisions are made the ability to deliver on the products identified in the FY2008 CSMEP work plan will be severely compromised.

Section 2b: Description (Location Information)
Location(s) at which the action will be implemented
Latitude Longitude Location Description
Columbia Basin-wide

Is this/Are these the same study location(s) that was/were identified in the original proposal? No

Condition/situation creating the need for the modification:
Is the situation the result of a catastrophic event that occurred within the existing location? No
Has a habitat/population/mechanical/structural dilemma developed in the proposed study location since the contract was signed with BPA? No

Section 2c: Description (Work Element Information)
What work elements in the existing proposal does the proposed modification address?
Work Element Work Element Title
B: 162 Analyze/Interpret Data Evaluate the ability to answer key questions with existing data
C: 156 Develop RM&E Methods and Designs Collaborative Monitoring Program Design
D: 115 Produce Inventory or Assessment Organize subset of data into accessible form
H: 189 Regional Coordination Work collaboratively with specific programmatic and technical groups

Proposed action to achieve the objective(s) B:162. CSMEP will complete detailed strengths and weakness assessments of existing abundance monitoring information for anadromous fish populations above Bonneville Dam that have yet to be assessed by CSMEP, including Snake River fall chinook, Mid-Columbia chinook, Mid-Columbia steelhead, Upper Columbia spring chinook and steelhead. Summary reports will be prepared for each population by the end of the fiscal year C:156. Status and Trend:CSMEP will adapt the spring chinook simulation model for assessing TRT viability criteria for steelhead to help asses and develop alternative status/trend monitoring designs, planned to be completed by the end of the fiscal year. CSMEP will work with the co-managers to employ the viability and cost integration models to improve the designs for salmon and steelhead population monitoring. This will be an on-going effort to get a regional population status and trend population monitoring program in place. Hydro: The completed CSMEP hydro analysis will be extended to the upper and mid-Columbia and monitoring alternatives to assess any new FCRPS BiOp performance standards will be developed. Habitat: Interact with habitat restoration programs within the Columbia River Basin to help restoration managers develop action effectiveness monitoring designs/plans. Work with land management entities and local groups to develop regional integrated fish population and habitat status and trends monitoring of high level indicators. The habitat work will begin in FY2008 but will need to continue into FY2009. Hatchery: Initiate a regional hatchery effectiveness analysis based on the final framework design (to be completed in FY2008) and disseminate the results through a workshop. Harvest: Develop alternative monitoring designs for steelhead harvest monitoring, to be completed in FY2008. Integration: Work with local management groups to employ the CSMEP Cost Integration database to evaluate costs of alternative integrated monitoring designs. This work will need to continue into FY2009. Develop statistical analysis for PIT-tagging of Snake River steelhead to assess ability of integrated tagging to answer multiple S&T and 4Hs questions (complete in FY2008). Develop simulation model to develop alternative designs (begin in FY2008 complete in FY2009). Identify new analyses/tools that can better assess/quantify cost and data gathering efficiencies of integrating monitoring across S&T and the 4Hs (FY2008-2009) D.115. Review StreamNet's metadata inventories for Snake River fall Chinook, Mid-Columbia Chinook, Mid-Columbia steelhead, Upper Columbia spring Chinook and Upper Columbia steelhead. Maintain the CSMEP metadata application (FY2008). Develop (with StreamNet) a protocol to update and maintain the stock viability databases developed by the TRT’s for their viability analyses. Contribute to development of recommended standards for performance measures based on work done to date for key management decisions that will be identified in FY2008. H 189. Apply CSMEP recommendations within a regional M&E framework, by informing the F&W program amendment process and interacting with programmatic/policy entities with responsibility for decisions in recovery assessment and 4H's to fine tune M&E designs and costs (e.g. harvest group to work with TAC on implementation of monitoring). Incorporate results of pilot projects as they are made available and incorporate into CSMEP design ideas/products (e.g., federal RME, ISEMP, WA-SFRB, others). Assess current viability analyses and data inputs to these analyses; recommend adaptive changes in M&E needed to better answer viability questions in different ESUs. Complete in FY09.

Does not implementing this modification jeopardize the ability to achieve existing biological objectives of this project, as well as other projects? Yes

Explain: If funding remains reduced with termination in FY08, CSMEP participants will have to cease plans for the above tasks and focus only on wrap-up of models and analyses within the most currently advanced activities within the current pilot area. More importantly, a currently functional collaborative forum will be lost. The ability of the states and tribes, who collect the majority of the fish data for regional reporting, to meaningfully participate at a regional level (with the Council or federal agencies) will be severely compromised. The technical, collaborative work of CSMEP to design, implement and adapt regional fish and wildlife monitoring is key to development of a regional M&E framework that will be widely accepted and implemented.

Section 2d: Description (BiOp Information)
NMFS and/or FWS Biological Opinion that this funding request addresses Strategy
NMFS &/or USFWS
How proposed actions will address the BiOp
(i.e., substrategy / limiting factor / metric to be achieved)
NMFS 2000 habitat CSMEP focuses on the issue of systemwide monitoring and evaluation of fish status, addressing requirements of NMFS and USFWS Biological Opinions and Recovery Plans as well as the NWPCC Fish and Wildlife Program. The original CSMEP proposal and work addresses FCRPS BIOP explicitly recognized needs for the monitoring and evaluation work in several Reasonable and Prudent Actions (RPAs): • RPA 180: Tier 2 work to “…develop and implement a basinwide hierarchical monitoring program…developed collaboratively with appropriate regional agencies.” (NMFS 2000, pp. 9-165). • RPA’s 185 to 190: Tier 3 studies of juvenile survival • RPA’s 191 to 193: Tier 3 studies of adult upstream passage survival • RPA 195: Tier 3 studies of delayed mortality • RPA 198: Common data management system (“The Action Agencies, in coordination with NMFS, USFWS and other Federal agencies; NWPPC, States and Tribes, shall develop a common data management system for fish populations, water quality and habitat data.” (NMFS 2000, pp. 9-179) A task for FY2008 is to identify priority masnagement decisions in the Columbia Basin including any new FCRPS BiOp requirements, and assess the monitoring and analysis needed to inform those decisions. If funded at the Council's recommended level CSMEP will take the assessments of existing monitoring programs to inform management decisions and develop alternative monitoring designs as necessary to support management decisions not addressed by CSMEP to date.
hatchery see above and Section 2C
hydro see above and Section 2C
harvest see above and Section 2C

Section 2e: Description (Objectives)
Objectives of this proposed project
Objective
(abbreviation)
Full Description
Communicate and coordinate CSMEP participants have collaboratively developed work plans in close consultation with other programmatic and technical entities to ensure that analyses and monitoring designs explored as part of the project are consistent with the overarching objectives of Columbia Basin monitoring agencies.
Inventory existing monitoring CSMEP inventories describe, in a systematic manner, the kinds of information currently available on the abundance, productivity, spatial distribution and diversity of salmon, steelhead and bulltrout, and monitoring for specific questions associated with 4 H action effectiveness monitoring.
Assess strengths and weakness CSMEP biologists critically assess the strengths and weaknesses of each subbasin’s meta-data and associated evaluation methods for answering the key CSMEP questions (at various spatial scales) concerning fish distributions, population status and responses to management action.
Collaborative M&E CSMEP’s focus on developing its M&E designs employing EPA’s Data Quality Objectives (DQO) process is intended to emphasize iterative learning within an adaptive management loop. CSMEP is developing general ‘design templates’ for monitoring the status and trends of fish populations and the effectiveness of habitat, harvest, hatchery and hydrosystem recovery actions within the Columbia River Basin.
Implement Pilot studire CSMEP’s ongoing work on the Snake Basin Pilot Project is directly feeding into the NOAA-F/BPA Salmon River Subbasin Pilot Study, and has assisted in the early development of M&E designs for the Lemhi River Subbasin Habitat Conservation Plan (HCP). results of the Snake pilot and lessons learned will be applied to other subbasins.
Evaluate and refine monitoring CSMEP provides a continuing opportunity for biologists and biometricians from across the region to meet and discuss recent advances in M&E approaches (e.g. EMAP sampling frames, results from federal pilot projects, IMW strategies, etc.). CSMEP thus represents a unique forum for the cross-fertilization of M&E ideas among federal, state and tribal fish agency staff. These ideas are being incorporated into the developing CSMEP M&E designs.

Section 3: Is This Funding Request Related to Other Projects in the Basin?

Other projects that are related to this request
Project # Project Title/Description Nature of Relationship

Section 4: Estimated Budget for Planning & Design phase for this request (request amount only)

Work element-based estimated budget
Planning & Design
Objective Work Element Work Element Title Work Element Description Description of Metrics Task Duration
in FYs
Estimated Budget Subcontractor?

Outyear work element-based estimated 2009 - 2012 budget for this proposal
Planning & Design
Work Element Work Element Outyear Description Starting FY
numbers only
Ending FY
numbers only
Estimated cost

Outyear totals
Planning & Design

Section 5: Estimated Budget for Contruction/Implementation phase for this request (request amount only)

Work element-based estimated budget
Contruction/Implementation
Objective Work Element Work Element Title Work Element Description Description of Metrics Task Duration
in FYs
Estimated Budget Subcontractor?

Outyear work element-based estimated 2009 - 2012 budget for this proposal
Contruction/Implementation
Work Element Work Element Outyear Description Starting FY
numbers only
Ending FY
numbers only
Estimated cost

Outyear totals
Contruction/Implementation

Section 6: Estimated Budget for Operations & Maintenance phase for this request (request amount only)

Work element-based estimated budget
Operations & Maintenance
Objective Work Element Work Element Title Work Element Description Description of Metrics Task Duration
in FYs
Estimated Budget Subcontractor?

Outyear work element-based estimated 2009 - 2012 budget for this proposal
Operations & Maintenance
Work Element Work Element Outyear Description Starting FY
numbers only
Ending FY
numbers only
Estimated cost

Outyear totals
Operations & Maintenance

Section 7: Estimated Budget for Monitoring & Evaluation phase for this request (request amount only)

Work element-based estimated budget
Monitoring & Evaluation
Objective Work Element Work Element Title Work Element Description Description of Metrics Task Duration
in FYs
Estimated Budget Subcontractor?

Outyear work element-based estimated 2009 - 2012 budget for this proposal
Monitoring & Evaluation
Work Element Work Element Outyear Description Starting FY
numbers only
Ending FY
numbers only
Estimated cost

Outyear totals
Monitoring & Evaluation
FY 2008 FY 2009 FY 2010 FY 2011
$484,500 $ 0 $ 0 $ 0

Section 8: Total Budget Modification Request

Itemized Estimated Budget
Item Note FY 2008 Cost

Total Estimated Budget Modification
Total FY 2008 budget modification $484,500
Total FY 2008 budget for this project, including modification request $984,500

Outyear Budget Totals
  2008 2009 2010 2011
Monitoring & Evaluation $484,500 $ 0 $ 0 $ 0
Total Outyear Budgets $484,500 $ 0 $ 0 $ 0

Cost sharing associated with this modification
Organization Item or Service Provided Amount ($) Cash or in-kind?
CBFWA members Technical support and analysis $320,000 In-Kind

Section 9: Narrative, Maps and Project Documents
Document Type Size Date

Part 2 of 3. Current Status of Modification Request
Meeting Date Status Record Entry Date Decision Group Adjustment Category Urgency Status Budget Impact Reconsider Date
11/7/2007  10/9/2007  NA      Submitted  $484,500   
Decision Comments Next Steps
   
11/7/2007  10/10/2007  BOG  Budget  Urgent  Under BOG Review  $484,500  11/7/2007 
Decision Comments Next Steps
This request is a category 3a.  BOG Management Group (staff will talk with their respective managers). There will be no action from BOG at this time. We may get better understanding of CSMEP in November. Council decision in November. 
11/7/2007  11/7/2007  BOG  Budget  CAT-5: Other  Under BOG Review  $484,500  2/6/2008 
Decision Comments Next Steps
This request is for new work. Also, there is currently a disagreement between BPA and F&W Managers on what work needs to be finished. Integrity for the group is important to get funding for FY'09.  BOG Management Group 
11/7/2007  4/11/2008  NPCC      BPA Denied  $ 0   
Decision Comments Next Steps
This request is not approved following council recommendation that supports BPA's original decision.   

Part 3 of 3. Comments on this Modification Request
There are no comments on this proposed modification.