eep data flow kevin h. miller cvs-eep vegetation monitoring workshop wake technical community...

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EEP Data Flow Kevin H. Miller CVS-EEP Vegetation Monitoring Workshop Wake Technical Community College Northern Campus June 9, 2009

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EEP Data Flow

Kevin H. MillerCVS-EEP Vegetation Monitoring Workshop

Wake Technical Community CollegeNorthern Campus

June 9, 2009

Begin with the End in Mind

• Close-out!• Close-out!• Close-out!

Outline

• Vegetation Success– Rules and Guidelines– Close-out Summary

• Problems Affecting or Preventing Close-out– Examples of Vegetation Problems– Reducing Vegetation Problems at Close-out

• CVS-EEP Process Flow Charts– developing monitoring plans– data flow– resources

Vegetation SuccessRules and Guidelines

• Planted stem totals for stream and wetland are: Year 3=320, Year 4=288, Year 5=260– Stream Mitigation Guidelines (2003) US Army Corps of

Engineers, Wilmington NC District

• Planted Stem total for year 5=320, with 2 or more canopy tree species being “hardwood” species– NC Administrative Code NCAC 15A 02B.0100 , .0200, and

0300. (May 1, 2007) NC Division of Water Quality

• Ground cover must be sufficient to retrain erosion within 21 days– Sedimentation Pollution Control Act of 1973 (As amended

through 2007); NC Sedimentation Control Commission

• Can’t harm any Endangered or Threatened species or their habitats– Endangered Species Act of 1973 (As amended through

2008); US Fish and Wildlife Service

• various individual permit conditions

Vegetation SuccessRules and Guidelines

• Ecological Performance Standards– new compensatory mitigation rule (Federal Register Vol.

73, No. 70, pp. 19594-19705, April 10, 2008)– 33 CFR Parts 325 and 3332 (USACE); §332.5– 40 CFR Part 230 (USEPA); §230.95– part of approved “mitigation plan” (restoration plan)– based on the best available science– may be based on functional assessments, hydrology or

other “aquatic resource characteristics”– prefer use of reference to reflect the range of variability

resulting from natural processes and anthropogenic disturbances

– should account for expected stages of development to allow early problem detection and adaptive management

– vegetation community structure

Vegetation SuccessClose-out Summary

• Goal: to document project (vegetation) success based on design, as-built and monitoring data– Complicating factors have included:

• obtaining information from DOT• missing documents• inconsistent formats• different monitoring protocols• documented planted stem failure

– We can prevent many of these problems!• training, better planting, use of templates,

standard protocols, etc

Physical Problems Affecting or Preventing Close-out

• Affecting?• Preventing:

– Exotic invasive species that are obviously having a detrimental affect on the buffer

– Poor planted stem survival along with little or no natural stems

– Bare soil and erosion– Encroachment damage

Reducing Vegetation Problemsat Close-out

• Improving Vegetation Success– training EEP staff and contractors

• exotic invasive species• project evaluation• species identification• planting plan development

• Improving Planting Plans– training and resources intended to

• increase project manager capability• produce better planting plans• facilitate buffer maintenance and repair contracts• increase contractor/designer accountability

Reducing Vegetation Problemsat Close-out

• Resources under development– “high risk” species list– geodatabase tool for tracking problems– standard contract templates– contracting procedures– collaborations with municipalities– and more

CVS-EEP Process Flow Charts

• Everyone scoping, collecting and delivering CVS-EEP monitoring data should be familiar with and follow the flow charts.

• Apply to vegetation monitoring data collected using the CVS-EEP protocol

• Outline monitoring plan development and CVS Level selection

• Describe data management process for both baseline and subsequent years’ data

• http://cvs.bio.unc.edu/protocol/cvs-eep-workflow-2009-02-18.pdf

EEP Contractors

EEP(assigned RC, PM and MS)

Coordination with EEP

Monitoring Staff acting as a liaison between the

Designer and Monitoring

Firm

E-Documents, Project name, and unique ID

START HERE

GO TO NEXT PAGE

Vegetation Monitoring

Plan Component

of the Mitigation

Plan

Apply Vegetation Monitoring

Plan Decision

Tree

CVS Entry

Database

Calculate minimum number of plots

Approve Vegetation Monitoring Plan and Overall

Mitigation Plan

Email

CVS

CVS-EEP Archive

Database

Vegetation Monitoring Plan will be utilized

for records and the Error Checking System

PostDocument

Online,and Email

EEP Mitigation Plan Web Posting

Lookup online as needed and Email

Contract awarded to Designer or Monitoring

Firm

Add new project to Entry Database

Vegetation Monitoring Plan Development

EEP Contractors

Is site forested?

Recommend Monitoring Suspension

Recommend Level 2

Recommend Level 1

Is site scheduled for land disturbing maintenance?

Is site at baseline or in first year

of monitoring?

Is site scheduled for herbicide treatment?

Is site in year 2 + of monitoring?

Yes

Yes

Yes

Yes

No

No

No

Recommend Level 3

No

Is site targeted for ordination?

No

Recommend Level 3, 4 or 5

Yes

Does site contain

herbaceous species of concern?

Recommend Level 3

Yes

At baseline and annually thereafter, the Monitoring Firm

determines the appropriate level of monitoring for each

plot per the CVS-EEP Protocol for Recording

Vegetation

Start

Inputs: Mitigation Plan, permits,

baseline monitoring data,

subsequent years’ data, previous

Monitoring Reports

At baseline, the monitoring firm determines the location of the

prescribed number of plots.

Yes

No

Complete. Return to main process

C

Vegetation Monitoring Plan Decision Tree

Process for developing recommendations for the

Vegetation Monitoring Plan and post baseline data

collection5-31-07

Recommend Level 1

Compile recommended plot

location and protocol level for

each plot

EEP Contractors

Reporting Phase 1

CVS

Vegetation sampling within 21 days after planting

Paper data sheets

Data entryData

checking

Reporting

Simple Excel

Report

One-click reporting

CVS-EEP Data Entry Database

CVS-EEP Archive

Database

Import into Archive

Database

Email

Data reporting

Data reporting

for restoration

targets

EEP Restoration

target summary

Data report

Email

Email

START HERE

END HERE

Mitigation planting

Doesreport

conform to guidelines

?

Yes, conforms

to guidelines No, errors

in planting or

sampling

No, errors in data

Send Entry Database

to CVS

Email

Confirm data

checking & additional

QA/QC

Fix errors in planting/ sampling Fix

data errors

Transition to

Monitoring

PM and MS

Vegetation Specialist

Red arrows and text indicate error identification and correction steps.

EEP Staff Responsible Baseline Data Flow

CVS

EEP Contractors

Paper data sheets with

previous year’s data

Resampling of vegetation

Year 1: SeptemberYear 2+: June-Sep

Prepopulated Entry

Database with

previous year’s data

Data Entry

Prepare Entry Databases

with all project data

for resampling

CVS -EEP Archive

Database

The process matches

Post Baseline

Data Flow from this

step forward

START HERE

END HERE

Monitoring Data Package

Reporting Phase 1

Simple Excel

ReportOne-click reporting

Reapply Veg Monitoring Plan

Decision Tree and Coordinate with EEP

Post Baseline Data Package

Reporting Phase 1

Vegetation samplingYear 1:

SeptemberYear 2+:

June-Sep

Paper data sheets

Data entryData

checking

Reporting

Simple Excel

Report

One-click reporting

CVS-EEP Data Entry Database

CVS-EEP Archive

Database

Import into Archive

Database

Email - late Dec

Data reporting

Data reporting

for restoration

targets

Restoration target

summaryData report

Email Early Jan

EmailOct - Nov

START HERE

END HERE

Receive Monitoring Data

PackageSee: Post

Baseline Data Package

Does report

conform to guidelines? Early Dec

Yes, conforms

to guidelines

No, errors in

sampling

No, errors in data

Send Entry Database

to CVS

Email

Confirm data

checking & additional

QA/QC

Fix sampling

errors Fix data

errors

Assess Project Data

Monitoring Specialist

Vegetation Specialist

EEP Staff Responsible

Red arrows and text indicate error identification and correction steps.

Post Baseline Data Flow

Data Related Guidance for EEP Monitoring Contracts

• General Scoping Advice– Using CVS baseline data collection should reduce

monitoring time/costs in years 1-5

• Common Issues Related to Data Collection– Archived data will be distributed to monitoring

contractors annually by CVS prior to June– Collect year 1 vegetation data in September– Coordinate data delivery with acting Vegetation

Monitoring Specialist (until we have a real one)

http://www.nceep.net/business/monitoring/veg/Vegetation_Related_Resources.htm

http://cvs.bio.unc.edu/methods.htm

Questions?

NC Ecosystem Enhancement ProgramNC Ecosystem Enhancement Program

1652 Mail Service Center1652 Mail Service Center

Raleigh, NC 27699-1652Raleigh, NC 27699-1652

(919) 715-0476(919) 715-0476

www.nceep.net

Kevin H. MillerKevin H. Miller

Research and Grants CoordinatorResearch and Grants Coordinator

(acting Vegetation Specialist)(acting Vegetation Specialist)

[email protected]

252.916.6576252.916.6576