oregon sea grant: looking forward

Looking Forward

National Sea Grant

Regional

Statewide

Oregon State University

Oregon Sea Grant

Additional Director Goals

OREGON SEA GRANTCoastal Science Serving Oregon

Climate ServicesPlanning,

Implementation, Evaluation (PIE)

National Sea Grant

a single, reliable and authoritative source for climate data, information, and decision-support services to help individuals, businesses, communities and governments make smart choices in anticipation of a climate changed future

Climate Services:

• Are there new opportunities for US to deliver climate services better?

• Opportunities for regional/national initiatives or leadership?

• How will this affect NOAA Research (OAR), the National Sea Grant Program and national budgeting priorities?

Planning, Implementation, Evaluation (PIE)

National Sea Grant

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Planning, Implementation, and Evaluation (PIE)

• Develop and deliver high quality programming and information for users

• Plan strategic investments in science and education

• Accountability as measured against performance measures, outcomes and impacts.

• Strive for continuous improvement and responsiveness

What is really new about THIS plan?

We are being evaluated on how well we do what we said we were going to do.

Your monthly/annual reports actually matter…A LOT

More attention to measures of our societal impact.

It may actually make it easier for you to report your successes

What is really new about THIS plan?

All program activities and resources includedBased on integrated program impacts, not on

functional areas Encourages/rewards collaboration among

programsThe evaluation process should be transparent,

straightforward, and not burdensome

Planning

National 4-year PlansState 4-year PlansAlignment

Evaluation (PIE)

Annual Review

Performance Review

Site Visit Review

Recommendations

Rating

Decertification4 years - 2010

4 years - 2011

Performance Review Panels and Merit Rating

Annual Reviews

Program Summary

Site Visit Review

Assess overall impact on society from both an environmental and socioeconomic perspective based on our four year plan.

How well did the we achieve our stated outcomes, objectives and performance measures???

2011

Performance Review Panel (PRP)• Focus on overall impact on societyEvaluated against their 4-year plans for each focus area

(national and state-specific)Additional recognition for outstanding performance relative to

available Federal resourcesRatings weighted by importance to each program (according

to % of total resources allocated to each focus area)Initial PRP in 2011 focused on demonstrated progress toward

goals of 4-year planSeparate working groups for each focus area

Program Rating and Allocation: An Example

Focus Area

Initial Rating

Bonus Point?

Final Focus Area

Rating

Weighting Factor (% Total Funding from All

Sources)

Focus Area Weighted Rating

HCE 2 2 10% 0.2

SCD 5 5 30% 1.5

SSSS 3 1 4 50% 2.0

HRCC --- --- --- --- ---

Biotech 3 3 10% 0.3

Overall Program Rating 4.0

1. If average rating for all programs was 3.5, total rating points = 32 x 3.5 = 1122. If merit funding pool was $4M, each rating point is worth $4M / 112 = $36K3. This program’s merit funding would be 4.0 x $36K = $144K

Oregon State Sea Grant Program Plan

National Focus Area

Focus Area from

Program Strategic

Plan

Estimated Level of Effort of

Federal, Match and Leveraged

(%)

Estimated Level of Effort of Federal and

Match ($)

Estimated Level of Effort of

Leveraged ($)Safe & Sustainable Seafood Supply

23%$3,496,054 $1,286,285

Sustainable Coastal Development

22%$3,483,147 $1,067,285

Healthy Coastal Ecosystems

30%$4,078,858 $2,059,485

Hazard Resiliency in Coastal Communities

24%$3,574,871 $1,276,493

Total 99% $14,632,930 $5,689,548

*Non Seafood Bioproduct Research

*1% *$269,063

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OREGON SEA GRANT PROGRAM2010 NSGO WINTER REVIEW

Jim Murray

Perf. Measure/Outcome Highlights

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• SCD: Increase number economists and social scientists involved in state spatial planning processes advisors and employees ($400% from 0 to 4)

• HRCC: Percentage of coastal counties that implement plans to adapt to hazards (70% increase, 5 counties)

• SSS: Percentage of fishermen trained in at sea genetic stock identification techniques (50% increase, 50 trained fishermen)

• HCE: Percentage of Oregon coastal communities that utilize OSG watershed health and water resource planning tools (35% increase, 12 coastal communities)

Network Activities - 2009

• Nancee Hunter - Serves on Exec. Comm. on Sea Grant Education Network; Co-Chair of West Coast Governor’s Agreement on Ocean Health (Ocean Literacy Action Coordination Team)

• Joe Cone – Member of HRCC Focus Team, National Climate Steering Committee (and Communicators liaison for both)

• Evelyn Paret - Chair of SG Fiscal Officers Network, Member of SGA Network Advisory Committee and Program Mission Committee

• Rasmussen/Brandt - Lead of West Coast Regional Marine Research Planning effort

• Stephen Brandt- Appointed Chair on Oregon State University Marine Council; State of Oregon Scientific & Tech Advisory Committee; and Oregon Nearshore Legislative Task Force. Named to Oregon Coast Aquarium Board

Highlights of Metrics

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• Volunteer hours: 7,359 [Oregon value @ $17.90 per hour =$131,726]

• Total Students supported: 53 (includes 2 state fellows)• 12,000 student attendees (K-12) participated in Sea Grant marine

education programs, camps, lab & activities and 174 (K-12) educators attended SG professional development sessions

• 5950 people participated in133 SG sponsored extension workshops• 5003 people attended 84 public extension outreach presentations• 54 publications produced• 150,000 visitors to the Visitor Center in 2009. Donation record set.

Best Management Practices

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• Strong integration of Extension, Research, Education and Communications elements into the program and operational components of Sea Grant.

• Active advisory council, leadership team.• Involving extension, education, and communications in proposal selection process. Program funds

dispersed only to projects the meet the high standards of our competitive process. • Rigorous recruitment, competition and selection processes for our several fellowships, and

scholarships• Coordinating regional RFP involving other SG programs. • Regional Research Planning effort directly linked to the West Coast Regional Ocean Governance• SG Education linkage with Oregon Coast Aquarium, K-12 Ed, HMSC, VC, Lincoln Co. schools• Innovative and effective community engagement. Maintaining role as a trusted broker with all

stakeholders. Building an maintaining robust and long term partnerships.• Integration of social and economic sciences into Sea Grant, state, and regional efforts• Expanding opportunities through outside funding

Oregon Sea Grant Site Visit

October 5 – 6, 2010Every 4 years5 members

Federal Program OfficerSea Grant DirectorAdvisory BdTwo others

1.5 days onlyMeet with programs

management team, Advisory council, stakeholders and OSU administration

Site Visits

• Evaluation focus is on:– Approach to Management and Organization– Scope & success of engagement with

stakeholders– Collaboration with other Sea Grant and

external partners– Not intended to assess impacts

• Briefing Book NO LONGER THAN 20 pages


Site Visits• Particular Interest In:

– Involvement of Partners– Omnibus proposal development process– Balance and integration of research, outreach

and education– Stakeholder support and engagement– Collaboration with other Sea Grant programs– Directors engagement with the program, host

university and the advisory board


Regional

West Coast Governors Agreement Fellows

Ocean Acidification Workshop

RISA Regional Integrated Science and Assessment (NW Climate Decision-Support Consortium)


Presentations to sister universities - 2010

Coastal Trip

Nearshore Task Force

Statewide

Coastal TripMarch 20-28

Overview of the Nearshore Research Task Force

OPAC January 29, 2010Dr. Stephen B. Brandt

HB 3106

• Passed June 2009, effective July 1, 2009• Identified 7 specific positional members and 7

representative slots for community appointees • Overarching Purpose – create a Task Force on

Nearshore Research to make recommendations on “a long-term funding and coordination strategy for implementing the nearshore priorities of the state.”

Notes about HB 3106• Conceived by Rep Roblan and others to address the needs for

coordinated and trusted nearshore research in Oregon, specifically:– How to use data and science to inform Oregon in moving forward– Trusted protocols for data collection and use of data and science in

decisions– Process for data transparency, credibility and sharing– Effective collaboration and use of existing resources – Consider the need for a long-term nearshore organization– Systems for public involvement in research and decisions– Long-term research funding strategy

• Recommendations for legislation due no later than August 1, 2010

• Task Force will be repealed January 2012

Membership - Agencies/Institutions

Gil Sylvia - Coastal Oregon Marine Experiment Station

Craig Young - Oregon Institute of Marine Biology

Stephen Brandt - Oregon Sea Grant

Caren Braby - Oregon Department of Fish & Wildlife (MRP)

Bob Bailey - DLCD Ocean & Coastal Services Division

Onno Husing - Oregon Coastal Zone Management Association

Jeff Kroft - Department of State Lands

Membership - CommunityTerry Thompson - local government

Sybil Ackerman - conservation/environmental

Mike Lane - commercial fishing industry

Frank Warrens - sport fishing industry

Leesa Cobb - community-based fishing

Laura Anderson - nearshore industry (non-fishing)

Gus Gates - recreation (non-fishing)

federal non-voting

Cathy Tortorici – NOAA

Roy Lowe – USFWS

NRTF Structure• Elected Chair and Vice Chair (Brandt/Ackerman)• Operations Team (Brandt, Ackerman, Braby, Sylvia)• Public Participation • Non-member staff

– Jenna Borberg, Oregon Sea Grant Fellow in the Governor’s Office

– Julie Risien, Oregon Sea Grant – Carol Cole, COMES– Andy Lanier, DLCD

• Contractors (TBD)• Funds administered though COMES at OSU

Strategy• Consider key documents, that

consolidate and anticipate nearshore priorities

• Identify funding needs• Determine transparent

procedures and oversight to secure and administer public and private funds

• Identify mechanisms for data sharing and coordination among institutions and stakeholders

OregonTerritorial Sea Plan

Meeting Schedule (tentative)

• December 2-3, 2009 – Newport• January 21-22, 2010 – Newport• February 18, 2010 - Newport • March 29, 2010 - TBD • May 3, 2010 - TBD• June 10-11, 2010 - TBD • July 22-23, 2010 - TBD

Progress to Date

• Elected a Chair, Vice Chair and established an Operations Team• Established a system for public involvement (meeting

testimony, list-serve, website, outreach events) • Received over $150k to operate• Detailed review of existing nearshore priorities and planning

documents• Examined Oregon’s current ocean and coastal research and

management structure• Review and discussion of several statewide and regional

science models for nearshore research and information (WA, CA, RI, MA, NZ)

Progress to Date

January meeting results – Questions Geographic area Program history Funding levels/sources Key program elements Coordination functions Linkage of science to management Data collection/sharing Criteria for setting research priorities Assessment of strengths and weaknesses

Next Meeting

Core principals of:– Institutional framework for linking science – Setting research priorities for policy, management,

monitoring, and education/outreach– Funding processes for research– Establish methods for generating, collecting, and

sharing data and information– Processes for scientific review

Nearshore Task ForceWhat does this mean for you?

• New way for the state to integrate marine science into policy, management, education and outreach

• New funding mechanism(s)

www.OregonOcean.info/nearshore

http://www.oregonocean.info/nearshore

Oregon State University

Marine Sciences Display at February Ocean Sciences meeting

Marine Council


OSU Marine Council• Background

OSU Marine Council• Membership: 18 Deans, Directors, Department heads of marine-related

entities at OSU

• Objectives: Provide integrated and coordinated approaches that span research,

education, outreach, partnerships, state and federal legislation, advancement, fund raising, and facilities to address key marine issues and opportunities;

Provide an initial point of contact on marine issues; Increase external partnerships Identify emerging opportunities Enhance marine facilities Enhance outreach/engagement to serve state, regional and stakeholder

needs.

OSU Marine Council• Action Coordination Teams

– NOAA Fleet relocation to Newport– Nearshore Task Force– Institutional/research facilities– Ocean Observing Systems– New Federal Centers such as the Northwest

National Marine Renewable Energy Center– West Coast Governors Agreement on Ocean health– Emerging Issues

OSU Marine Council• What does this mean to you?

– What is the next “Action Issue’?– Single point of contact for major marine sciences

issues– Integration across OSU campus– Formal way to get involved in OSU approach to

these issues– Sea Grant Leadership - – Who’s on first!

Oregon Sea Grant

Strategic and Implementation Plans

Directory

ODFW Fellows

Summer Fellows

Advisory Council membership

ORG structure and search for Extension Leader


Program Organizational Chart

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Oregon Sea Grant

Integration

Policy Guidelines

Proposal Process – November RFP?

State Budgets, Furlough

Extension Budget /processes (Jay)


Directors Goals for 2010

Success for Oct 5 -6 site reviewProgress on AlignmentSelection of Extension and Other leadershipStaffing planIntegration with OSU – Marine CouncilIntegration within state – STAC, Nearshore Task

Force, Coastal Trip etcIntegration regionally(something national)??

Directors Goals for 2010

Administrative integration – then programmaticOne Sea GrantFill 3 advisory Council seatsNew Grants competitionProgram development and Growth ‘ gap analysis’?

Questions?

• Sea Grant Faculty are encouraged to seek external funding to enhance their professional development, scholarly activities, and promote the goals of Oregon Sea Grant and OSU.

• Senior Personnel working on external projects will receive 50% of the salary bought by the project on an accrued basis.

• Accruals will be distributed in their IOB budget at the beginning of each fiscal year.

External Funding


What is the Vision for Oregon Sea Grant?Where are we going?How are we going to get there?What’s the big plan?What is the Directors Secret Plan?How can I provide input?


What is Oregon Sea Grant?

Mission is to develop and support an integrated program of research, outreach, and education that helps people understand, rationally use, and conserve marine and coastal resources.

Our activities respond to the needs of ocean stakeholders and act to stimulate the Oregon economy.


What do we want to do?What is our longer-term goal?

Strengthen the base (strengthen our strengths)

Grow the program capabilities


Strengths

Long-standing well supported program Partnerships (fed, state, universities, local,

other SG programs) Integrated research, extension, education

and communications (have all the pieces). Neutrality (ability to bring broad range of

partners together without taking positions on issues – our role is as trusted broker)


Strengths

Nimbleness – ability to create new initiatives with new funds quickly

Breadth – faculty in 7 colleges (over a dozen Departments)

Competitive research selection process – fund only projects of both scientific excellence and societal relevance.

Strong evaluation – adaptive and constantly improving methods of research selection, education, communication and community engagement.


National , Regional, StatePriorities

Experience, Knowledge, And Capabilities

Stakeholder NeedsOregon

Sea Grant

University Interests and Priorities

Program Growth – Where?

• How can we take advantage of our strengths/leadership in areas such as the social sciences, renewable energy?

• Are there critical gaps in expertise e.g. Climate? Columbia River?

• What is our #1 Programmatic priority?


BIG IdeasWhat should OSG strive to accomplish?

Think About:How can we apply the unique integrated capabilities of Sea Grant?What trends will shape our future?What challenges or opportunities will we face?If we all put our efforts together, how can we help the people of this state and beyond?What one topic would we spend a new $500k- $1M on?


Program Growth – How?

– Action Coordination Teams– New initiatives– Integrated Proposals for Program

Development


What can you do to help?

• TALK TO US• Be involved

– Action Coordination Teams with OSG and OSU

– Partnerships– New ideas– Proposal Development– Integration


Oregon Sea Grant

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Coastal Science Serving Oregon

• Improving Human Health and Safety Related to Ocean and Coastal Use

• Promoting Social Progress and Economic Vitality

• Enhancing the Sustainability of Coastal Ecosystems

Oregon Sea Grant

Extension

Education: Formal & Free-choice

Communications

ProgramDevelopment

and Partnerships Research

Criteria for Setting Priorities

• Primarily Statewide and regional needs – Through assessment workshops and

surveys– Regional Research and Information

Needs report– Citizens Advisory Council

• Alignment with National Sea Grant and NOAA priorities


Competitive Research

• Two main criteria: Societal relevanceScientific excellence


2010 RFP Process Pre-proposal review process

An external review of scientific quality;

A Sea Grant and Advisory Council review to examine project societal

relevance and recommend project elements to improve relevance, transition

of results to the public; and impact

Full proposal stage includes:

A key outreach or education point-of-contact devoted to each project to

assist in development of meaningful outreach components.

External Mail Reviews (3 – 5 per proposal)

Eight member Science Panel to evaluate proposals largely for scientific

excellence

Advisory Council to rate societal relevance of top ranked proposals.


Research Proposal ReviewsTimeline

Preliminary proposals due: February 6 Invitations for full proposals: March 6 Full proposals due: May 8 Peer review period: May 9 to July 30 Reviews to investigators: July 31 Investigator responses to reviews due: August 7Science Panel meeting: August 12 – 13Advisory Council meeting: August 20 – 21Notice of funding decisions: September 4 Successful projects begin: Feb 1, 2010


Research Proposal ReviewsSummary

We received 63 preliminary proposals by 58 different investigators from 6 different Oregon institutions. We encouraged 30 to submit full proposals.

We received 31 Full Proposals by 30 different investigators from six different institutions. Sea Grant Cost SharePreliminary Proposal total request: $9.77M $2.63M

Full Proposal total request: $5.65M $1.81M


2010 – 2011 ProjectsTsunami predictionClimate change/salmon parasiteNatural products from the seaHumbolt SquidHypoxiaDike removal/wetlandsNearshore Wave PredictionsEcosystem services/marine resourcesInvasive SpeciesVibrio/shellfish


Linkage of Science to Management

Only fund science with relevancePIs required to demonstrate how

they will conduct needed outreach and transition results to management.

Extension agents as POC on research projects and linked into local management structures


oregon sea grant: looking forward

Documents

forwardnational sea

oregon state university

evaluation pie