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Planning Strategy

Region 5FY 2006

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Emphasis for 2006 National level decision to complete existing plan

revisions underway before approving new starts. Train and learn – new regs, interim directives,

examples, etc. Transition EMS CER R5 schedule allows us to learn from other Regions

going first.

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Emphasis Items

Focus in FY 2007 – 2009Planning becomes ‘adaptive” vs. ‘episodic’Transition existing plan to new modelComplete EMS and use itPlan updatesMonitoring and Evaluation

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Planning Work

Work Activity Description Plan maintenance

This work activity involves amendment/updates to Plans and the staffing necessary to provide implementation advice.

Plan transition This work activity is limited to FY07 – FY09 and represents the costs of converting existing plans to the new plan format. It includes development of web pages to display plans and provide public access to “the plan set of documents”. All Plans not revised under the 2005 rule are funded for this work. Transition is expected to take one year or less. One-third of the plans needing transition are funded per year during FY07-09 in each Region.

Plan revision Includes all work activities associated with plan revision. The model uses a combination of NFPN and NFIM funds in associated with allocations for Plan maintenance to represent revision costs. Revision costs are allocated over a three year period, with the first year of additional funding (above the maintenance allocation) identified as NFIM funding.

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Planning Related WorkWork Activity Description Monitoring and evaluation

This work activity involves collection of monitoring data for monitoring requirements in the plan, the evaluation of the data and trends, and publication of the annual monitoring report. Two situations are recognized in the model – standard monitoring requirements and “high cost” units, which are defined as those units in the Pacific Northwest Forest Plan and Sierra Framework Amendments.

EMS establishment

This work activity is limited to FY07 – FY09 and represents the costs of establishing an EMS for all units. This work is required to utilize the provisions of the new planning rule. All Plans not revised under the 2005 rule are funded for this work. Transition is expected to take one year or less. One-third of the plans needing EMS established are funded per year during FY07-09 in each Region.

EMS and Comprehensive Evaluation

Includes all work activities associated with ‘operating’ the EMS and work completed toward the preparation of the 5-year Comprehensive Evaluation Report. Work is funded over the five year period for each unit vs. scheduling 5-year updates for all planning units.

Base inventories and Data management

This work activity involves the collection of basic data for the planning unit and includes spatial (GIS) data as well as data collection (inventory). It also includes management of corporate data systems and associated GIS framework layers (INFRA, NRIS, ALP, etc.).

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Focus for Results

Plan Revisions – must focus on key needs such as statutory requirements vs. a broad set of issues.

National direction or templates for framing revisions may be needed.

Issues traditionally dealt with in revision can be resolved through Plan updates decreasing the cost of revisions and placing more emphasis on Plan updates consistent with the 2005 rule’s focus on adaptive planning.

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Focus for Results

Will need to standardize approaches, reduce duplication of work.

M&E – find common questions and protocols across units.

EMS – use existing procedures, M&E, operational controls, share work

Implement corporate data systems and data collection protocols.

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R5 LMP Revision Schedule Complete the FY2006 starts (LTBMU, Modoc, Sequoia). Complete the Quincy Library group plan revisions. Meet the

legislative requirements. Complete the central Sierra Nevada block of forests next

(Eldorado, Stanislaus and Sierra). Complete the Northern California plans next (Shasta-Trinity,

Klamath, Six Rivers, Mendocino). They are a logical geographic cluster and are all under the Northwest Forest Plan (FY 2010-2012).

The Inyo is next in priority. The Inyo is different from the central Sierra forests and make sense to split out from them to meet the BASS schedule.

The Southern California forests were revised in FY2005, so are last in priority for a new update.

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Revision ScheduleFiscal Year

Unit 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015Angeles Appeals Litigation Revision Yr. 1 Revision Yr. 2 Revision Yr. 3Cleveland Appeals Litigation Revision Yr. 1 Revision Yr. 2 Revision Yr. 3Los Padres Appeals Litigation Revision Yr. 1 Revision Yr. 2 Revision Yr. 3San Bermardino Appeals Litigation Revision Yr. 1 Revision Yr. 2 Revision Yr. 3

LTBMU Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2 Update Yr 3Sequoia Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2 Update Yr 3Modoc Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2 Update Yr 3Plumas Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2Tahoe Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2Lassen Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1 Update Yr 2Eldorado Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Stanislaus Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Sierra Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Inyo Revision Yr. 1 Revision Yr. 2 Revision Yr. 3

Klamath Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Six Rivers Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Mendocino Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1Shasta-Trinity Revision Yr. 1 Revision Yr. 2 Revision Yr. 3 Update Yr 1

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Transition/EMS Schedule

An EMS must be completed to use the 2005 Planning Rule for amendments or revision.

Complete EMS and transition from FY2006 to FY2009. The forests are scheduled for this work in advance of their revision starts.

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EMS Strategy Develop the EMS for the Cleveland as the lead forest.

The forest plan was just revised and there is a skilled cadre to work on the EMS. This will provide an example for others to follow. They will work through an EMS and have it operational by the end of September.

The Modoc and Sequoia will be a few months behind the Cleveland. Given that auditors have to get out on the ground, it will be spring of 2007 before audits can be completed.

LTBMU still developing their EMS work schedule. Remaining forests scheduled over FY2007 to FY2009.

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Transition Schedule (w/ EMS)Unit 2006 2007 2008 2009 2010

Angeles EMS + Transition EMS + TransitionCleveland EMS + TransitionLos Padres EMS + Transition EMS + TransitionSan Bermardino EMS + Transition EMS + Transition

LTBMU EMS + Transition EMS + TransitionSequoia EMS + Transition EMS + TransitionModoc EMS + Transition EMS + Transition

Plumas EMS + Transition EMS + TransitionTahoe EMS + Transition EMS + TransitionLassen EMS + Transition EMS + TransitionEldorado EMS + Transition EMS + TransitionStanislaus EMS + Transition EMS + TransitionInyo EMS + Transition EMS + TransitionSierra EMS + Transition EMS + Transition

Klamath EMS + Transition EMS + TransitionSix Rivers EMS + Transition EMS + TransitionMendocino EMS + Transition EMS + TransitionShasta-Trinity EMS + Transition EMS + Transition

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The Sequoia is expected to

Complete the transition of their existing plan to the plan model format developed for the 2005 planning regulations.

To develop their Environmental Management System (EMS) to the point where it is ready to begin testing (turn it on) in the first quarter of FY2007.

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The Modoc and LTBMU are expected to:

Complete the transition of their respective existing plans to the new plan model format developed for the 2005 planning regulations.

Develop their respective EMS’s to the point of turning it on, conducting a management review, and scheduling an external audit for the spring of 2007.

To begin work on their comprehensive evaluation reports (CER). A basic outline will be produced and collaboration with the public started with completion of the CER scheduled by the mid-year of FY2007.

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Southern California

The Southern California planning team is expected to complete the transmittal memos including issue identification and citations to the record.

The Cleveland National Forest is expected to develop the first EMS in Region 5. They will develop a functioning EMS in FY2006.

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Transition

New Plan Model Vision Strategy Design Criteria

Posting existing plans to the new Plan Model Consolidation of existing documents No decisions made – just reformatting

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Plan Model

See FSH 1909.12, Chapter 10, page 5 www.fs.fed.us/TIPS See technical guide “Foundations of

Forest Planning”

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CER

Comprehensive Evaluation Reports FSH 1909.12, Chapter 20, 24.2 (page 9-

13) Required for plan revision - 36 CFR

219.6(a) Must be updated at least every 5 years

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CER

The comprehensive evaluation shall disclose information on the plan area’s social, economic, and ecological conditions and trends that contribute to sustainability (36 CFR 219.6(a)(1)).

The area of analysis should be at least as large as the forest, grassland, prairie, or other comparable administrative unit, but may be larger as appropriate.

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CER - Trends The Responsible Official determines the type

and extent of the trend analysis. Trend analysis displays past, present, and

projected future changes in social, economic, and ecological resources that contribute to sustainability in the area of analysis.

Trends should be displayed at the appropriate spatial and temporal scales for the desired conditions, objectives, and sustainability elements (ch. 40) being evaluated.

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CER – Review Questions

See handout (from FSH 1909.12, Ch. 20, 24.24-Exhibit 01)

Possible Plan Review Questions

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EMSEnvironmental Management System

Will be covered today by Tom White, Planner, Cleveland National Forest

Later in our agenda

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QUESTIONS?

Any questions concerning the R5 Revision Schedule?