Agency Needs for Project Monitoring Brooke Budnick Senior Fish Technician, PSMFC DFG Coastal...

Agency Needs for Agency Needs for Project MonitoringProject Monitoring

Brooke BudnickBrooke BudnickSenior Fish Technician, PSMFCSenior Fish Technician, PSMFC

DFG Coastal Restoration Monitoring DFG Coastal Restoration Monitoring and Evaluation Programand Evaluation Program

California Department of Fish and GameCalifornia Department of Fish and GameCoastal Restoration Monitoring & Evaluation Coastal Restoration Monitoring & Evaluation

Fisheries Restoration Grants ProgramFisheries Restoration Grants Program

Qualitative Qualitative Monitoring of Monitoring of

Fisheries Habitat Fisheries Habitat RestorationRestoration

FRGP MonitoringFRGP Monitoring

Qualitative MonitoringQualitative Monitoring bbudnick@dfg.ca.govbbudnick@dfg.ca.gov bcollins@dfg.ca.govbcollins@dfg.ca.gov

Quantitative MonitoringQuantitative Monitoring Under reviewUnder review

Validation MonitoringValidation Monitoring http://www.dfg.ca.gov/nafwb/pubs.htmlhttp://www.dfg.ca.gov/nafwb/pubs.html

FRGP Project TypesFRGP Project Types

Qualitative Monitoring TeamQualitative Monitoring Team

We are responsible for…We are responsible for…Qualitative Effectiveness MonitoringQualitative Effectiveness Monitoring

Data collection & Data collection & managementmanagement

Protocol review & Protocol review & field testing field testing

Providing trainingProviding training

Purpose of qualitative Purpose of qualitative monitoringmonitoring

PERMITPERMIT

COMPLIANCECOMPLIANCE 100% Implementation monitoring100% Implementation monitoring 10% Effectiveness monitoring10% Effectiveness monitoring

Permitting AgenciesPermitting Agencies

Army Corps of EngineersArmy Corps of EngineersSection 404 permitSection 404 permit

NOAA Biological OpinionNOAA Biological Opinion USFWS Biological OpinionUSFWS Biological Opinion Relies on Pacific Coast Salmon Recovery Relies on Pacific Coast Salmon Recovery

Fund performance measuresFund performance measures

State Water Resources Control BoardState Water Resources Control BoardSection 401 permitSection 401 permit

Results of monitoring 2004-2006Results of monitoring 2004-2006

100% 100% implementationimplementation monitoring is monitoring is leading to…leading to…

1.1. Thorough documentation of project Thorough documentation of project implementationimplementation

2.2. Greater accountability and Greater accountability and involvement by DFG contract involvement by DFG contract managersmanagers

3.3. Increased quality of contract Increased quality of contract languagelanguage

>10% >10% effectivenesseffectiveness monitoring is monitoring isleading to…leading to…

1.1. Permit compliancePermit compliance

2.2. More detailed and specific More detailed and specific project goalsproject goals

3.3. Pre- and Post-treatment visitsPre- and Post-treatment visits

4.4. Interest in the protocol by Interest in the protocol by NOAA, CCC, and granteesNOAA, CCC, and grantees

Our qualitative monitoring has useful Our qualitative monitoring has useful but limited applicationbut limited application

Can detect trends in restoration Can detect trends in restoration effectiveness effectiveness within the FRGP program.within the FRGP program.

Those trends can inspire and direct Those trends can inspire and direct quantitativequantitative monitoring studies. monitoring studies.

The ProtocolsThe Protocols

1.1. Project, site & feature locationProject, site & feature location

2.2. Photo documentation Photo documentation

3.3. Qualitative evaluation checklistsQualitative evaluation checklists

Documenting Project LocationsDocumenting Project Locations

Essential Essential Time Time

consuming consuming ChallengingChallenging

Location Documentation Location Documentation ChallengesChallenges

How to define project, site and feature?How to define project, site and feature? Who will document locations of sites and Who will document locations of sites and

features?features? When to document location of features?When to document location of features? If and when we can deviate from the If and when we can deviate from the

protocol?protocol? How will we provide training at the level How will we provide training at the level

required by the protocol?required by the protocol?

Location Documentation Location Documentation SolutionsSolutions

Moving toward… Moving toward… accepting the easiest and most cost accepting the easiest and most cost

effective methodseffective methods trying not to duplicate worktrying not to duplicate work heavier reliance on GISheavier reliance on GIS

Photographic MonitoringPhotographic Monitoring

ImportantImportant Time Time

consuming consuming ChallengingChallenging

Photographic Monitoring Photographic Monitoring ChallengesChallenges

Monumented photo points or Monumented photo points or opportunistic photos?opportunistic photos?

Where to store photos?Where to store photos?How to share photos?How to share photos?Standardize protocol?Standardize protocol?

Solutions?Solutions?

SimplifySimplifyBe flexibleBe flexibleBut, what do But, what do

with all with all those those photos?photos?

Qualitative Qualitative Monitoring

Protocol based on design developed by UC Berkeley Center for Forestry (Harris, et. al)

Revised by Coastal Restoration Monitoring and Evaluation Program

Qualitative Monitoring ProtocolQualitative Monitoring Protocol

Pre-treatment Pre-treatment EffectivenessEffectiveness

What are current site What are current site conditions?conditions?

What are the goals of What are the goals of the feature?the feature?

Example of Pre-treatment QuestionsExample of Pre-treatment Questions

2. Current level II habitat type: FLT, POO, RIF, OTH2. Current level II habitat type: FLT, POO, RIF, OTH

3. Maximum residual water depth in treatment area 3. Maximum residual water depth in treatment area (ft):(ft):

4. Is change in habitat type a goal of the feature?4. Is change in habitat type a goal of the feature?

a. Targeted level II habitat type: FLT, POO, RIF, a. Targeted level II habitat type: FLT, POO, RIF, OTHOTH

5. Is increasing max. water depth in the treatment 5. Is increasing max. water depth in the treatment area a goal of the feature? area a goal of the feature?

a. Targeted maximum residual depth (ft):a. Targeted maximum residual depth (ft):

When to conduct pre-treatment When to conduct pre-treatment monitoring?monitoring?

Qualitative Monitoring ProtocolQualitative Monitoring Protocol

ImplementationImplementation Was the feature Was the feature

implemented as implemented as “approved”?“approved”?

As-built condition?As-built condition? Assign individual & Assign individual &

overall ratings.overall ratings. Summarize Summarize

performance performance measures.measures.

Example of implementation questionsExample of implementation questions

5. Was the feature placed in the approved 5. Was the feature placed in the approved position?position?

a. Placement: LBK, MDC, RBK, SPN, OTHa. Placement: LBK, MDC, RBK, SPN, OTH6. Was the feature oriented as approved?6. Was the feature oriented as approved? a. Orientation: DNS, MUL, PRL, PRP, UPS, a. Orientation: DNS, MUL, PRL, PRP, UPS,

OTHOTH7. Were approved materials used for the 7. Were approved materials used for the

feature?feature? a. Materials: CON, LWD, MTL, NTR, OFR, a. Materials: CON, LWD, MTL, NTR, OFR,

RTW, VEG, WOO, OTH RTW, VEG, WOO, OTH

How to get 100% implementation How to get 100% implementation monitoring?monitoring?

Qualitative Monitoring ProtocolQualitative Monitoring Protocol

Post-treatment Post-treatment EffectivenessEffectiveness

What are the current What are the current site conditions?site conditions?

Did the feature achieve Did the feature achieve the defined goals?the defined goals?

Assign individual and Assign individual and overall ratings.overall ratings.

6. Current level II habitat type: FLT, POO, RIF, OTH6. Current level II habitat type: FLT, POO, RIF, OTH

7. Maximum residual water depth in treatment area (ft):7. Maximum residual water depth in treatment area (ft):

a. Maximum residual depth associated with the structure (ft):a. Maximum residual depth associated with the structure (ft):

8. If a goal, did the feature create the targeted instream habitat 8. If a goal, did the feature create the targeted instream habitat type?type?

9. Were there any unintended effects on the habitat type? 9. Were there any unintended effects on the habitat type?

10. If a goal, did the feature increase max. water depth in the 10. If a goal, did the feature increase max. water depth in the treatment area?treatment area?

a. Did the feature achieve the targeted maximum residual a. Did the feature achieve the targeted maximum residual depth?depth?

11. Were there any unintended effects on the water depth? 11. Were there any unintended effects on the water depth?

Example of Post-treatment QuestionsExample of Post-treatment Questions

When to When to conduct post-conduct post-treatment treatment monitoring?monitoring?

Relating the phases of monitoring…Relating the phases of monitoring…

Instream Restoration MonitoringInstream Restoration Monitoring

““Fish Fish Passage at Passage at

Stream Stream Crossings”Crossings”

““Fish Passage Improvement at Fish Passage Improvement at Barriers”Barriers”

“Fish Screening of Diversions”

““Instream Instream Habitat Habitat

Restoration”Restoration”

“Streambank Stabilization

(non-bioengineered)”

“Bioengineered Streambank Stabilization”

“Streamflow Treatments”

Riparian Restoration MonitoringRiparian Restoration Monitoring

“Revegetation Treatments”

“Vegetation Control”

““Land Use Land Use Treatments”Treatments”

Upslope Restoration MonitoringUpslope Restoration Monitoring

““Stream Crossing Decommission”Stream Crossing Decommission”

““Road Segment Decommission”Road Segment Decommission”

““Stream Crossing Upgrade”Stream Crossing Upgrade”

““Road Segment Upgrade”Road Segment Upgrade”

““Erosion Control/ Erosion Control/ Slope Stabilization”Slope Stabilization”

Personnel challenges…Personnel challenges…

There is an unknown amount of variability There is an unknown amount of variability between data collectors.between data collectors.

Protocol use requires training and QAQC Protocol use requires training and QAQC by DFG personnel.by DFG personnel.

Retaining several training monitoring Retaining several training monitoring technicians is essential to quality data.technicians is essential to quality data.

Use outside DFG…Use outside DFG…

Protocol must be used under DFG Protocol must be used under DFG direction only.direction only.

Monitoring grants using qualitative Monitoring grants using qualitative protocol should be minimized.protocol should be minimized.

The focus outside DFG should be The focus outside DFG should be quantitative.quantitative.

Agency NeedsAgency Needs

CooperationCooperation CommunicationCommunication Retention of monitoring personnelRetention of monitoring personnel Data managementData management

bbudnick@dfg.ca.govbbudnick@dfg.ca.gov

Project types listed in the NMFS, NOAA Project types listed in the NMFS, NOAA

Fisheries RGP-12 Biological Opinion.Fisheries RGP-12 Biological Opinion.

Project Type Number

Project Type Description

1 Instream Habitat Improvements

2 Instream Barrier Modification for Fish Passage Improvement

3 Stream Bank Stabilization

4 Fish Passage Improvement at Stream Crossings

5 Riparian Habitat Restoration

6 Upslope Watershed Restoration

7 Fish Screens