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HomeMy WebLinkAbout051 09 f( \).~ - ~, ,\., 1\- ((k':, 1 q \ ?.. '(',\CI'1 ./ STATE OF WASHINGTON County of Jefferson In the matter of Implementing the Statewide} Salmon Recovery Strategies through the } Hood Canal Coordinating Council Lead } Entity } RESOLUTION NO. 51- 09 WHEREAS, in 1999 the State Legislature established a Salmon Recovery Office codified under Chapter 77.85 RCW; and WHEREAS, the Governor's Recreation and Conservation Funding Board and the Salmon Recovery Funding Board administer grants for projects to benefit salmon habitat; and WHEREAS, the Hood Canal Coordinating Council Lead Entity, established under Chapter 77.85 RCW, is responsible for the development of strategies, project lists, and schedules designed to produce habitat capable of sustaining healthy populations of salmon; and WHEREAS, Jefferson County is a member of the Hood Canal Coordinating Council; and WHEREAS, Hood Canal had supported abundant salmonid populations until the recent past; and WHEREAS, several salmonid stocks in Hood Canal are now listed as threatened with extinction under the Endangered Species Act of 1973 (ESA), including the Puget Sound Chinook, the Hood Canal Summer Chum, Puget Sound Steelhead and bull trout; and WHEREAS, other salmonid stocks in Hood Canal are relatively healthy but are vulnerable to harvest and habitat loss and many of the same factors that have compromised listed stocks; and WHEREAS, Puget Sound's Southern Resident Killer Whale, which feed on salmon, is listed under the ESA as endangered and is at risk of extinction; and WHEREAS, Jefferson County's economic and cultural ties to salmon endure and are indicative of our human condition despite fish population declines; and WHEREAS, climate change, water quality issues and low stream flows continue to pose a threat to the viability of salmonid stocks; and RESOLUTION No. 51-09 Page 2 WHEREAS, the 2004 Jefferson County Comprehensive Plan prepared under the authority of the Growth Management Act provides goals and policies in support of Salmon Recovery efforts specifically found in chapter eight of the plan and stating: . Protect and enhance fish and wildlife habitat throughout Jefferson County . Participate in habitat conservation planning . Recognize the priority of protection and enhancement for species listed under the ESA . Use best available science for habitat protection . Promote best management practices . Coordinate with agencies to avoid adverse impacts to fish and wildlife . Cooperate and coordinate in habitat restoration efforts with regional organizations; and WHEREAS, the Jefferson County Comprehensive Plan provides goals and policies for shoreline protection and restoration stating: . Preserve the long term benefit of shoreline resources . Protect statewide over local interests . Achieve long term over short term benefits . Promote public access to publicly owned areas of the shorelines . Preserve historic, cultural, scientific and archaeological values; and WHEREAS, Jefferson County completed an update to the development regulations for protection of critical areas in May of 2009; and WHEREAS, a draft development regulation referred to as the Shoreline Master Program is currently before the Board of County Commissioners for public comment and consideration with possible adoption pursuit to the guidelines provided by the legislators; and WHEREAS, the Board of County Commissioners have adopted the Comprehensive Flood Hazard Management Plans for the Big and Little Quilcene Rivers, the Dosewallips River and the Duckabush River recommending floodplain acquisitions from willing sellers and other activities to protect fish habitat; and WHEREAS, the Jefferson County Conservation Futures Ordinance No. 06- 0708-02 encourages the use of program funds for the protection of fish habitat; and WHEREAS, the Recreation and Conservation Funding Board requires, as a RESOLUTION No. 51-09 Page 3 condition of funding, that plans include capital improvement/facility programs that list land acquisition, development, and renovation projects by year of anticipated implementation; including funding source. NOW, THEREFORE BE IT RESOLVED, that Jefferson County approves the Process Guide and the Three Year Work Program project lists ofthe Hood Canal Coordinating Council. ,~ .. APPROVED AND ADOPTED thisdX. day ohS.., /df:~~k1 ,2009 in Port Townsend, Washington. ' .~........". .," al,'~ ---, , :~ . .~ .. ,'t'. rJ S :" ",' - --'.',,", 0 \ t'. 1 . "\ t' "'. : " A JEFFERSON COUNTY BOARD OF COMMISSIONERS D'~~ " Cfiw'~ " J . ~I . \ I. . .~!.. _~" .~~',~~A' ATg~~ ECt~ndknitr ~1fv(J Deputy Clerk ofthe Board /'{ ~ J nson, Member ~;:~ LEAD ENTITY PROCESS GUIDE DEVELOPING SALMON HABITAT RECOVERY PROJECTS IN HOOD CANAL Be THE EASTERN STRAIT OF JUAN DE FuCA iJ~ ~~_. .,0', .', ",~",,---, """. . i"fi:"',c, . G .. FOR USE DURING SALMON RECOVERY FUNDING BOARD'S 2009 GRANT CYCLE 6/1/2009 Hood Canal Coordinating Council Richard Brocksmith, Lead Entity Coordinator rbrocksmith@hccc.wa.gov 17791 Fjord DR NE, Box HH Poulsbo, Washington 98370-8481 TABLE OF CONTENTS EXECUTIVE SUMMARY 3 PHASE I: 3 YEAR WORK PROGRAM 4 PHASE II: PREAPPLlCA TlON & APPLICATION 4 PHASE III: TECHNICAL REVIEW & RANKING 7 PHASE IV: HPLC REVIEW & FINAL RANKING 8 PHASE V: HCCC ADMINISTRATION 9 PHASE VI: SRFB REVIEW AND FUNDING 10 APPENDIX A: 2009 PROCESS TlMELlNE 11 APPENDIX B: TECHNICAL TEAM EVALUATION CRITERIA FOR 2009 SRFB GRANT ROUND 12 APPENDIX C: 2004 SRFB TECHNICAL CRITERIA 15 APPENDIX D: PROPOSED HABITAT PROJECT LIST COMMITTEE EVALUATION CRITERIA FOR 2009 GRANT ROUND 18 APPENDIX E: 2009 LEAD ENTITY GROUNDRULES 19 APPENDIX F: 2008 SRFB LEAD ENTITY PARTICIPANTS 23 2 EXECUTIVE SUMMARY The following Process Guide is an illustration of the Hood Canal Coordinating Council (HCCC) Lead Entity 1 procedure for developing projects and forwarding to the Salmon Recovery Funding Board (SRFB) for review and funding. The Guide incorporates the recommendations of the consensus body Lead Entity members and member governments of the Regional Recovery Organization into each phase of the local process for the 2009 SRFB grant cycle. This Process Guide also serves as a reference that will assist all Lead Entity participants (project sponsors, committee members, staff, reviewers, etc.) throughout the process, from project development to final presentation to the SRFB. A significant change adopted by the SRFB to be performed by lead entities is the implementation of Endangered Species Act (ESA) salmon recovery plans, which in our region exist for chinook salmon, summer chum salmon and bull trout, with a plan for steel head trout to be developed in the near future. The Hood Canal Coordinating Council is the designated Regional Recovery Organization for summer chum salmon as well as the Lead Entity for salmon recovery of all species in the Lead Entity area, including portions of Jefferson, Mason, and Kitsap Counties flowing into Hood Canal and the Eastern Strait of Juan de Fuca. In addition, we are developing partnerships with the North Olympic Peninsula Lead Entity and its participants to expand this work into all summer chum salmon habitat areas. The local process is divided into six phases that include the 3 Year Work Program update, preapplication & application, technical review & ranking, Habitat Project List Committee review & final ranking, HCCC administration, and SRFB review and funding. This Guide describes each of these phases and what participants can expect. The SRFB produces an updated Grants Manual each year that outlines state-wide processes that is a companion to this Process Guide. This information may be supplemented by additional material once the 2009 funding round begins. The Appendices in this Guide represent current and previous decisions that together strive to make the local process as effective and efficient as possible in light of the continuing recognition of the need for salmon recovery. 1 Pursuant to Chapter 77.85 RCWand SRFB policies, all projects seeking funds administered by the SRFB must be reviewed and prioritized by a lead entity group in order to be considered for funding by the SRFB. 3 PHASE I: 3 YEAR WORK PROGRAM Need for a Multi-Year Work Program The Hood Canal Coordinating Council (HCCC) Lead Entity began developing a 3 Year Work Program in 2006 in order to improve efficiencies with implementing a large capital improvement program (CIP) over several years, to increase the strategic focus of our proposed projects, to create a platform to begin to outline atypical projects other than habitat, and to facilitate multiple levels of review which occur in this process. This move from an annual project review process towards a CIP approach allows us to more fully integrate priorities, sequencing, phasing, life history modeling, and H-integration. Update Process Each year we will strive to: 1. Revise existing projects to reflect the last year's worth of work, 2. Add any new projects and document their relative priorities, 3. Update timelines for each project, 4. Update project phasing, 5. Update funding amount and sources, 6. Update likely sponsors and partners, 7. Improve sequencing, 8. Improve performance measures, 9. Improve project descriptions where needed, 10. Update non-capital programs, and 11. Improve H-integration efforts as appropriate. This phase of the HCCC process is extremely time-consuming given the large area and number of watersheds, large number of project sponsors, and significant amount of work being undertaken at any given time. Thus this phase is undertaken each year with the caveat that it is completed with limited resources, updated voluntarily, and may not be completely comprehensive. The 3 Year Work Program is updated and posted at the HCCC website before the preapplication phase begins. PHASE II: PREAPPLlCATION & APPLICATION Timeline A timeline is extremely important to establish early in a funding process. Appendix A includes the final timeline for the 2009 grant cycle. 4 The SRFB has adopted the 2009 Policies and Application Instructions (Manual 18), marking the beginning of the grant cycle. These materials are available on their website http://www.rco.wa.qov/srfb/docs.htm. Process Review and Update The local process, committees, groundrules, criteria, etc. documented within this Process Guide have been developed through multiple years of collaborative efforts of interested participants. All members of the Lead Entity are requested to attend each meeting so that we can reach consensus on process documentation materials and continue essential discussions on other pending regional issues. The Process Guide, Salmon Recovery Plans, and Three Year Work Program are all available from the HCCC website (www,hccc.wa.qov). During this phase, the Lead Entity will advertise for and select participants for the Technical Advisory Group (TAG) (Phase III - Technical Review & Ranking) and the Habitat Project List Committee (HPLC) (Phase IV - HPLC Review & Final Ranking). Ranking Criteria and Groundrules The technical criteria (Appendix B) were developed from all previous rounds and SRFB's revised criteria for benefits to salmon and certainty of success for the 5th round (Appendix C). The Habitat Project List Committee evaluation and ranking criteria are presented in Appendix D. The Lead Entity established groundrules to which all parties must agree (Appendix E), or change through a consensus process for the 2009 round. Changes to the ground rules can only be made via consensus of all participants. Preapplications A significant difference in recent grant rounds is that project proposals must be either taken directly from the 3 Year Work Program or be consistent with that Program. Project sponsors may choose to discuss their project ideas with the lead entity coordinator before submitting a preapplication in order for both parties to understand how the project fits within salmon recovery plans and potential for funding. Project sponsors will electronically submit preapplication materials between June 1 and 19,2009 into the SRFB's Project Information System (PRISM) (http://www.rco.wa.qov/rco/prism/prism.htm).Aminimum amount of information is needed by the lead entity committees and the SRFB Review Panel to comment on these preapplication materials, which is documented in SRFB Manual 18. However, the more complete the preapplication, the more thorough project review and comments can be. The minimum set of materials must include: 1. A project name, type, and sponsor, 2. A project location map, 5 3. A site or parcel map, 4. A preliminary design plan or sketch for restoration projects, 5, A project description, 6. An estimated budget, 7. And evidence that the project is part of a salmon recovery plan and/or the 3 Year Work Program. Preapplication materials will be available for download at the HCCC website by June 23, 2009. These materials should be reviewed by all lead entity participants before attending the workshops. Workshops After project sponsors submit preapplications, the Lead Entity will hold a two day project presentation and development workshop on July 1 and 2, 2009. This workshop will consist of presentations from sponsors on the goals, details, and merits of their proposal, in addition to site visits where needed. Lead Entity committees and other reviewers will also work during these days to continue to provide specific improvements that should be pursued for the final application submittal and opportunities for cooperation across the region, in both oral and written format. Workshops will be organized, agendas developed, and meeting locations communicated after preapplications are submitted. Some projects, such as assessments, may not benefit from a field visit and will be excluded unless there is a special request by the project proponent to visit the site. Project sponsor attendance at these workshops is a requirement. Final Applications Final applications are due between July 3 and 15,2009 to PRISM. It is important to remember when assembling final applications that they should be as thorough and accurate as possible as they are sometimes the only informational material the TAG, HPLC, SRFB Review Panel, and federal review teams will initially have to assess the merits of each application. Section 4 of SRFB Manual 18 documents the checklist and scopes of work required for all project types. In addition to completing any blanks in the PRISM preapplication, several documents must be attached to complete the application process, including the project proposal (download at http://www.rco.wa.qov/srfb/docs.htm). landowner acknowledgement form(s), project partnership contribution form(s), maps, photos, and long-term stewardship outline. Questions about completing this process should be submitted to the lead entity coordinator and/or the SRFB project manager. Final application materials will be available for download at the HCCC website by July 16, 2009. 6 PHASE III: TECHNICAL REVIEW & RANKING Technical Advisory Group Participation Technical Advisory Group members are identified in Phase I and are selected from the surrounding communities with specific technical expertise related to salmon habitat recovery such as planning, hydrology, biology and other scientific concentrations. There is no limit on the number of TAG members that can be selected to participate. Technical Team members cannot also sit on the HPLC. The list of all local participants from the 2008 grant round is included as Appendix F. An updated roster for the 2009 grant round will be finalized and provided to the lead entity, SRFB, and WDFW electronically. SRFB Review Panel and federal review team members will be invited to participate on the TAG to facilitate an integrated review of projects and their fit to the salmon recovery plans. Once final SRFB applications are submitted to the HCCC they are posted on the HCCC web site (www.hccc.wa.qov)formembers of the TAG and HPLC to download. Hard copies will be provided to those committee members that request them. TAG members are also provided a score sheet based on the technical evaluation criteria (Appendix B). TAG members evaluate and score projects independently with pre-determined technical criteria for the 2009 round on the basis of the information provided in the SRFB applications. We also ask the TAG to provide comments in written format so that information can be collated and shared with the HPLC. Evaluations and scores are due back to the HCCC Lead Entity Coordinator via email on July 24, 2009. Technical Advisory Group Meeting Structure Scores are normalized to present an initial ranking of projects for the TAG to use as a basis for their discussions at the formal ranking meeting. Comments are considered at the meeting only from those Technical Team members who scored projects. Given that the HCCC Lead Entity is part of a Regional Recovery Organization for summer chum salmon within a Regional Recovery Organization (Puget Sound Partnership) for Puget Sound Chinook salmon, we are responsible for prioritizing two lists of projects, one for each of these species. This extra step for the 2009 grant round will be performed by the TAG at the ranking meeting, and then reassessed by the HPLC. On July 29,2009, the TAG meets to discuss the merits of each project, then the lists in their entirety. Projects may be moved up or down on the lists based only on technical criteria. At the end of the meeting, the TAG will present final technical ranked lists of projects that are forwarded to the HPLC for their consideration and final ranking. A list of TAG recommendations to the project sponsors will be included in the meeting summary. These recommendations are elective, not mandatory, but are believed to be in the best interest of the projects. 7 The TAG may also develop and forward recommendations on fine-tuning project components relative to the target funding allocation given to our area. The meeting is open to the public, and a period for public comment is reserved at the beginning and end of the meeting for those wishing to address the TAG directly. The TAG will not respond directly to any comments at the meeting, but comments will be both considered in the process and included as part of the meeting summary. For the 2009 grant round we will conduct the TAG and HPLC meetings on the same day, July 29, to improve communications between the two committees. The TAG will meet in the morning and early afternoon, before the HPLC meets in the later afternoon and early evening. Committee members are strongly encouraged to attend both meetings. PHASE IV: HPLC REVIEW & FINAL RANKING HPLC Composition The Habitat Project List Committee (HPLC) is comprised of citizen members from the surrounding communities with an interest in salmon habitat recovery projects, as well as one representative from each of the project sponsors who have submitted applications during any previous or current funding rounds. Citizen member representation must be balanced between each of our geographic regions. No Technical Advisory Group members are allowed to participate or vote on the HPLC. However, they will be present to provide technical input if asked, or to clarify inaccurate information. The list of all local participants from the 8th round is included as Appendix F. As with the TAG roster, the 2009 round HPLC roster will be finalized and provided to the lead entity, SRFB, and WDFW. HPLC Meeting Structure The HPLC will meet to review and rank projects on July 29, 2009. At the HPLC meeting, the members will use the technically-ranked lists as a starting point to determine the final ranked lists. HPLC members will use a separate set of ranking criteria (Appendix D) that is based on social and economic factors, and does not reconsider any technical aspects of a project. HPLC members must use the criteria as a reference when recommending a change in the order of the initial ranked lists. In addition, the HPLC will consider the lists as a whole in answering the question of whether or not we are progressing towards delisting of federally-listed salmon species. This qualitative review can not change the lists or their components, but can be used in affirming a positive overall direction and/or in providing input for the project development process for subsequent rounds. 8 The final ranked lists are forwarded to the SRFB (for summer chum) and the Puget Sound Partnership (for Chinook) with the Lead Entity application submittal packet. All Lead Entity participants will receive a summary of the HPLC meeting proceedings and final ranked lists via email and website posting. PHASE V: HCCC ADMINISTRATION During this phase, the Lead Entity will work with the SRFB project manager to review all final applications to check for errors and ensure applications are complete (i.e. signatures, landowner forms, stewardship plans, photos, maps, etc). The HCCC will complete both Lead Entity and Regional Area submittal packets (described in Section 5 of SRFB Manual 18) that list our projects in rank order for both summer chum salmon and chinook salmon, summarizes the nature of the projects submitted to the SRFB from the Lead Entity and Regional Recovery Organization, and addresses the project lists' fit to the salmon recovery plans. The Lead Entity will prepare presentations on the project list for the SRFB, SRFB Review Panel, HCCC, Puget Sound Partnership, and any other regional bodies based on their specific interests and policies. Similar to the last grant round, the HCCC is required to forward habitat project lists that meet precisely the allocation funding target provided for our region. This step in the process will be discussed by the TAG and HPLC committees and will be finalized administratively through discussions between the HCCC and affected project sponsors. These affected project sponsors will be required at this time to go back to PRISM to update their final project applications to reflect any and all financial and/or design changes. Finally, the HCCC will seek an independent, federal review of how well our proposed summer chum salmon project list fits the Summer Chum Salmon Recovery Plan. Results will be distributed to the HCCC, HCCC Lead Entity, NOPLE, and SRFB for their consideration. Authority to Remove Projects from the List The Lead Entity has the authority to remove projects from the lists that do not meet eligibility requirements for SRFB funding.2 In addition, SRFB has a new policy that lead entities should only submit projects that "the lead entity wants to be evaluated for funding consideration." This fact, taken together with SRFB's increasing focus on ESA-listed fish/salmon recovery plans, may lead to culling lower priority projects from the project list before it is submitted as final. 2 RCW 77.85,050 and 77.85.130. 9 PHASE VI: SRFB REVIEW AND FUNDING In the final phase of the HCCC funding process, the project sponsors and Lead Entity Coordinator will respond as appropriate to information requests on each project and the package as a whole. Special teams from the SRFB, WDFW, and the Puget Sound Nearshore Restoration Partnership will conduct assessment, passage, and nearshore project reviews, while the SRFB Review Panel will conduct a final "project of concern" review and determination. The Lead Entity Coordinator and committee members will present to the SRFB Review Panel, regional recovery organizations (Puget Sound Partnership and Hood Canal Coordinating Council), and SRFB as needed to answer any clarifying questions or address requests for more information. Final project scopes may need to be altered again during this phase. 10 APPENDIX A: 2009 Process Timeline 2009 HCCC REGIONAL PROCESS TIMELlNE - Meeti nq - Deadline April/May - Update 3-Year Work Program (3-YWP) by phone/email May 15 - 3-YWP due to Recovery Implementation Technical Team NOAA May - HCCC effort to update/finalize Process Guide; review completed by email May 27 - SRFB Application Workshops in Olympia (1 - 4 p.m.) June 1 to 19 - Preapplications entered by applicants into RCO PRISM database June 9 - Hood Canal/Straits Summer Chum Salmon Recovery Symposium June 23 - Preapplications distributed to Technical Advisory Group (TAG) and Citizen Committee via HCCC website Julv 1 and 2 - Proposed project presentations and site visits, including TAG, Citizen Committee, SRFB RP members, and federal reviewers; Agenda TBD July 3 to 15 - Final applications entered by applicants into RCO PRISM database; HCCC TAG and SRFB RP available for technical assistance on project re-scoping if needed July 16 - Final applications distributed to TAG and Citizens via HCCC website July 16 to July 24 - Expanded TAG individually reviews and scores each project application while Citizen Committee reviews projects and criteria July 24 - TAG scores and written comments due electronically to LE Coordinator July 29 - Joint Committee (TAG & Citizen Committees) Ranking Meeting; . Expanded TAG meeting to review projects in light of independent reviews and complete preliminary ranked project list . Citizen Committee listens to technical discussion, then proceeds subsequently with developing final ranked project list using criteria . Island Lake Community Center, 9 a.m. - 5 p.m.; Agenda to be detennnined August 1 to 31 - HCCC administrative processing and submittal package preparation; HCCC management of final list to meet allocation; federal reviewers complete independent review for SRFB September 1 - HCCC final project submittal package due to PS Partnership (chinook) and SRFB (chum); Project sponsors responsible for final application updates to SRFB's PRISM, as communicated with LE Coordinator September/October - SRFB staff reviews applications for completeness. SRFB RP and subcommittees review projects for final "Project of Concern"; HCCC and sponsors work to address any unresolved issues. October 13-16 - HCCC meets with SRFB RP & staff for regional presentations October 30 - Draft SRFB RP comment forms available November 13 - Public comments due by 5pm on above November 20 - Final SRFB Funding Recommendation Report available for public review December 10 and 11. 2009 - SRFB funding decisions at public meeting; open comment period available to the public and project sponsors 11 APPENDIX B: Technical Team Evaluation Criteria for 2009 SRFB Grant Round Hood Canal Coordinating Council- Salmon Recovery Lead Entity Technical Evaluation Criteria Version 6.1.2008 . Domain Priorities From 3 Year Work Program (35 points possible) o Domain 1 = 35 points o Domain 2 = 25 points o Domain 3 = 15 points o Domain 4 = 5 points o Note that Domains are defined on the following 2 pages and that points for this category are pre-assigned by the 3 year work program . Benefit to Salmon (30 points possible, up to 5 points for each criteria) o SRFB definition of high, medium, and low benefits o Project scale is appropriate/sufficient o Project addresses key limiting factors o Protects or restores natural functions and processes o Integration or association with other salmon recovery projects and assessments in the watershed o Duration of biological benefits . Certainty of Success (30 points possible, up to 6 points for each criteria) o SRFB definition of high, medium, and low certainty o Adequacy and appropriateness of project design o Sequence is appropriate for watershed conditions o Project proponent and their partners' experience and capability o Certainty that objectives can be achieved . Cost Appropriateness (5 points possible) 12 Domain Definitions Established for Prioritization of the 3 Year Work Program for 2009 Hood Canal Coordinating Council (HCCC) Lead Entity TABLE 1 - Domain Definitions (adooted from Summer Chum Plan 2005) Domain Definition 1 Natal freshwater and sub-estuarine habitats for 7 extant summer chum subpopulations, 2 extant chinook populations, and 1 extant bull trout subpopulation in the HCCC LE area 2 Natal freshwater and sub-estuarine habitats for 3 re-introduced extinct summer chum subpopulations and all si.nificant nearshore habitats in the HCCC LE area 3 Natal freshwater and sub-estuarine habitats for all remaining extinct summer chum and chinook subponulations in the HCCC LE area 4 All other habitats includin. nearshore areas not labeled as si.nificant Domain terminology is specific to the 3 year work program and is meant to integrate, not renlace, multiple Salmon Recovery Plan priorities (Co-managers 2005: HCCC 2005; USFWS 2004; Skokomish in progress). Domain terminology replaces Tier terminology from the HCCC Salmon Habitat Recovery Strategy (9.2005), but can still be further refined by the priority habitat and nearshore habitat regimes developed in the Strategy (Tables 2 and 3 below). Priority habitats discern spawning and rearing habitats (and the processes that support those habitats) for ESA-listed species from habitats for non-listed salmonid species and for habitats without salmonid species into Priority 1,2, and 3, respectively. Priority 1 and 2 nearshore habitat areas from the Strategy are termed "significant" for inclusion in the domain terminology, while priority 3 and 4 nearshore hahitat areas are oot termed "significant". Steelhead stocks are not yet incorporated into the priorities in the 3 year work program due to their relatively recent listing under the Endangered Species Act (ESA) and lack of a population analysis. This regime builds on information we hold with some certainty, while our long-tenn approach is to research juvenile salmonid habitat preferences to further refine this approach in the recovery planning processes and thus the lead entity process. Domain 1 . 7 extant summer chum salmon subpopulations include the Union, Lilliwaup, Hama Hama, Duckabush, Dosewa\lips, Quilcenes, and Snow/Salmon. . 2 extant chinook salmon populations include the Skokomish and Mid-Hood Canal, an aggregate of Hama Hama, Duckabush, and Dosewallips. . 1 extant bull trout subpopulation includes the Skokomish. . Natal freshwater and sub-estuarine habitats refer to the freshwater watershed and the associated sub-estuarine habitats within 1 mile of that freshwater watershed. These areas are called out in the Salmon Recovery Plans due to the high level of confidence in their importance to rearing for ESA- listed salmon juveniles. . The HCCC Lead Entity area is defined through RCW 77,85 as the waters of Hood Canal and the Eastern Strait of Juan de Fuca through the Jefferson County boundary line. Domain 2 . 3 fe-introduced extinct summer chum salmon subpopulations include Chimacum, Big Beef, and Tahuya. The Summer Chum Salmon Recovery Plan (HCCC 2005) notes these as extinct hut both it and the Technical Recovery Team Viability Analysis (2007) notes their importance. . Significant nearshore habitats were adopted from the HCCC Salmon Habitat Recovery Strategy (9.2005), and are further defined in the tables below. Domain 3 . Remaining watersheds which held extinct summer chum salmon subpopulations are defined in multiple documents including the Summer Chum Salmon Conservation Initiative (Co-managers 2000), Summer Chum Salmon Recovery Plan (HCCC 2005), Summer Chum Salmon Viability Analysis (TRT 2007), and the WDFW spawner survey database. Domain 4 . This Domain includes remaining watersheds that are not known to have held summer chum salmon, chinook salmon, or bull trout. . Nearshore habitats not noted as "significant" were adopted from the HCCC Salmon Habitat Recovery Strategy (9.2005), and are further defined in the tables below. 13 TABLE 2 - Priority Natal Habitat Areas by Domain (adopted from Strategy 9.2005) Domain 1, 2, and 3 Domain 4 . Listed salmonid distribution . Contributing processes to P-1 se ments . Non-listed salmonid distribution not identified in P-1 . Contributing processes to P-2 se ments . Other freshwater habitats Priority-1 Priority-2 Priori -3 . Non-listed salmonid distribution Contributing processes to P-2 segments . . Other freshwater habitats TABLE 3 - Priority Nearshore Habitat Areas (adopted from Strategy 9.2005) Domain Nearshore Habitats Priority Strate "Significant" Priority-1 "Significant" Priority-2 Not IISignificant" Not llSignificant" Priority-3 Priority-4 . Estuarine deltas associated with Domain 1 watersheds Tidal marsh complexes and eel grass meadows historically contiguous and within 1 mile of Domain 1 estuarine deltas Estuarine deltas associated with Domain 2&3 watersheds All other tidal marsh complexes and eel grass meadows Kelp forests and shallow-water shorelines within 1 mile of Domain 1, 2, & 3 estuarine deltas All other estuarine delta habitat Kelp forests and shallow-water shorelines farther than 1 mile from Domain 1, 2, & 3 estuarine deltas Non vegetated sub tidal habitats Non shallow-water shorelines . . . . . . . . ]4 APPENDIX C: 2004 SRFB Technical Criteria Definitions: Benefits to Salmon and Certainty of Success Fifth Round SRFB Grant Cycle Identified & High Benefit Project Draft, Jan. 5, 2004 Prioritized in tbe Strategy Watershed Addresses high priority habitat features and/or watershed process that significantly Processes & protects or limits the salmonid productivity in the area. Habitat Features Acauisition: More than 60% of the total project area is intact habitat, or ifless than 60% project must be a combination that includes restoration. Assessment: Crucial to understanding watershed processes, is directly relevant to project development or sequencing, and will clearly lead to new projects in high priority areas. Is a high priority action located in a high priority geographic area. Areas & Actions Assessment: Fills an important data gap in a high priority area. Is identified through a documented habitat assessment. Scientific Addresses multiple species or unique populations of salmonids essential for recovery or Species ESA-listed fish species or non-listed populations primarily supported by natural spawning. Fish use has been documented. Life History Addresses an important life history stage or habitat type that limits the productivity ofthe salmonid species in the area and/or project addresses multiple life history requirements. Costs Has a low cost relative to the predicted benefits for the project type in that location. Identified & Medium Benefit Project Prioritized in tbe Strate"" Watershed May not address the most important limiting factor but will improve habitat conditions. Processes & Acouisition: 40-60% of the total project area is intact habitat, or ifless than 40-60% project Habitat Features must be a combination that includes restoration. Assessments: Will lead to new projects in moderate priority areas and is independent of other key conditions beiof! addressed first. 15 Areas & Actions Scientific Species Life History Costs Identified & Prioritized in the Strate Watershed Processes & Habitat Features Areas & Actions Scientific Species Life H isto Costs Identified & Prioritized in the Strat Appropriate Approach Sequence Threat Stewardshi Landowner Implementation May be an important action but in a moderate priority geographic area. Assessment: Fills an irn ortant data a ,but is in a moderate non area. Is identified through a documented habitat assessment or scientific opinion. Addresses a moderate number of species or unique populations of salmonids essential for recovery or ESA-listed fish species or non-listed populations primarily supported by natural s awn in . Fish use has been documented. Addresses fewer life history stages or habitat types that limits the productivity of the salmonid s ecies in the area and/or artiall addresses fewer life histo re uirements. Has a reasonable cost relative to the redicted benefits for the ro' eet e in that location. Low Benefit Project Has not been proven to address an important habitat condition in the area. Addresses a lower priority action or geographic area. Is WlcIear or lacks scientific information about the problem being addressed. Addresses a single species of a lower priority. Fish use may not have been documented. Is unclear about the salmonid life histo bein addressed. Has a high cost relative to the predicted benefits for that particular project type in that location. High Certainty Project Scope is appropriate to meet its goals and objectives. Is consistent with proven scientific methods. Assessment: Methodology will effectively address an information/data gap or lead to effective im lementation of rioritized ro'ects within one-to-two ears of com letion. Is in the correct sequence and is independent of other actions being taken first. Addresses a high potential threat to salmonid habitat. Clear! describes and funds stewardshi of the area or faciIi . for more than 10 ears. Landowners are willin to have work done. Actions are scheduled, funded, and ready to take place and have few or no known constraints to successful implementation as well as other projects that may result from this ro"ect. 16 Identified & Medium Certainty Project Prioritized in the Stratel!V Is moderately appropriate to meet its goals and objectives. Appropriate Uses scientific methods that may have been tested but the results are incomplete. Approach Assessment: Methods will effectively address an information/data gap or lead to effective implementation of prioritized proiects witbin three-to-five years of comnletion. Is dependent on other actions being taken first that are outside the scope of this project. Sequence Threat Addresses a moderate potential threat to salmonid habitat. Stewardship Clearly describes but does not fund stewardship of the area or facility for more than 10 vears, Landowner Landowners may have been contacted and are likelv to allow work to be done. Implementation Has few or no known constraints to successful implementation as well as other projects that mav result from this proiect. Identified & Low Certainty Project Prioritized in the Stratel!V It is unclear how the goals and objectives will be met. Appropriate Uses methods that have not been tested or proven to be effective in past uses. Approach May be in the wrong sequence with other protection and restoration actions. Sequence Threat Addresses a low Dotential for a threat to salmonid habitat. StewardshiD Does not describe or fund stewardshio of the area or facility. Landowner Landowner willingness is unknown. Implementation Actions are unscheduled, unfunded, and not ready to take place and has several constraints to successful imolementation. 17 APPENDIX D: Proposed Habitat Project List Committee Evaluation Criteria for 2009 Grant Round HOOD CANAL COORDINATING COUNCIL LEAD ENTITY The following criteria will be used by the Habitat Project List Committee (HPLC) to evaluate, affirm or re-rank the Technical Advisory Group's draft prioritized project lists into the final prioritized lists for submission to the Salmon Recovery Funding Board (SRFB). The HPLC will not reconsider or use the TAG technical criteria, The objective of the HPLC is to consider those non-technical factors of community impact, educational value and relative project cost, while certifying that the final project list is moving steadily and directly towards habitat recovery. These criteria have been taken from our local process over the past funding rounds and are consistent with the direction of the SRFB towards consideration of socioeconomic factors of salmon recovery projects. COMMUNITY IMPACT & EDUCATION ISSUES . Does the surrounding community support this project? Who is that community and how can you substantiate that support? . Is there any community opposition to this project? Who is opposed and how will you address that opposition? . Does this project have any educational value? Who is being educated, what are they being educated about, and how can you substantiate that? Will this project educate the public and raise their awareness about salmon and habitat protection/restoration issues? . Will this project receive any publicity/visibility? How and whose attention will it gain? Will publicity be helpful to salmon recovery efforts? . Will this project elicit more support in the future? From whom and how? PROJECT COST ISSUES . Is this project expensive relative to other projects on the list? Is that expense justified? How did you determine the expense is justified? . If this project is funded, will it bump other (or several other) good projects out of probable contention for funding, based on historical HCCC Lead Entity SRFB funding? . Is this project appropriate for SRFB Partnership Salmon Funds? PROGRESS TOWARDS SALMON HABITAT RECOVERY . Is the cumulative effect of the list of projects moving us closer to federal delisting of salmon? 18 APPENDIX E: 2009 Lead Entity Groundrules GROUND RULES Hood Canal Coordinating Council Lead Entity Salmon Recovery Funding Board (SRFB) Process The purpose of ground rules is to provide a framework for fruitful discussion and exchange that guides rather than constrains interactions and make explicit the common expectations with which the participants undertake the lead entity salmon recovery funding process and participate on the Hood Canal Coordinating Council (HCCC) Lead Entity Committees. The Lead Entity Committees include both the Technical Team (Tech Team) and the Habitat Project List Committee (HPLC). These rules describe the purpose of the process, the manner in which the several interests are structured for effective participation, the decision-making process, the responsibilities of the participants to one another and to the constituents, and the conduct for decision-making. These ground rules are intended to facilitate discussions and salmon recovery efforts under the lead entity organization legislation (RCW 77.85). Should a conflict with that legislation arise from these ground rules, the legislation will prevail. Participating in the lead entity process as a member of the Lead Entity Joint Committee signals an understanding and acceptance of the ground rules, as adopted by the Lead Entity Committees. The ground rules are described below: I. PURPOSE The purpose of the Lead Entity Committees are to collectively assess the portfolio of salmon recovery projects submitted to the Lead Entity and develop a final ranked project list for funding to the SRFB. The final ranked list must be consistent with the current salmon recovery plans and 3 year work program for Hood Canal & the Eastern Strait of Juan de Fuca, and the current funding cycle policies developed by the SRFB, including any changes or additions made to these documents that are pertinent to this cycle of funding. II. DEFINITIONS Conflict of Interest: A condition where a lead entity member directly benefits financially or otherwise by forwarding a project, sits on the applicant's Board of Advisors, and/or is significantly involved in the development of a project. Consensus: The explicit concurrence of all caucus members. Consensus is defined as a decision that allows each member to say, "The group I represent can live with the decision and accept it, whether or not it is exactly what we want." While consensus is generally unanimous agreement on a topic, it can 19 also include formal disagreement with the decision for the record, while agreeing to accept the majority decision. To achieve consensus, group members typically try to address concerns and objections, make adjustments and concessions, rather than argue for their point of view. HCCC: Hood Canal Coordinating Council HPLC: Habitat Project List Committee. The HPLC is responsible for the final ranking of projects for funding request submitted to the SRFB using technical rankings from the Tech Team as their starting base. From there, the HPLC will use a set of criteria that incorporates social and cost factors, as well as linkage to the ESA Salmon Recovery Plans and 3 Year Work Program. Maioritv: A majority, representing at least 51 % of the total caucus, will rule voting decisions by the Lead Entity Committees. SRFB: Washington State Salmon Recovery Funding Board. Tech Team: Members of the Technical Team responsible for ranking the projects based on an established set of technical criteria. VotinQ member: Voting members on the Tech Team are those that sit on the Tech Team to evaluate projects based on established technical criteria. Voting members of the HPLC will be citizen members and one project sponsor representing each past and present sponsor group. A voting decision can either be through unanimous consensus or through majority vote, though we will always strive to reach consensus if at all possible. III. ROLES AND RESPONSIBILITY OF THE LEAD ENTITY COMMITTEES . Team members agree that the overall HCCC Lead Entity process is evolving each year, but that in the given year, the process is identified, set and cannot be changed mid-process. . Team members will collaborate to establish a final ranked list of projects, consistent with the HCCC Summer Chum Salmon Recovery Plan, the Chinook Salmon Recovery Plans, and the Draft Bull Trout Recovery Plan, as well as SRFB policies. . Disagreement should be constructive and focused on the issues rather than on perceptions of motives or relationships and personalities. . Everyone must have a chance to be heard, Side conversations are discouraged and should be taken out of the room if necessary. Questions are encouraged to solve problems or educate others. Team members are expected to state their interests and not just their positions. . Team members should be sensitive of the length of their comments in order to encourage equal participation from the Team. . Once the agenda is set, team members will stick to topic and time. 20 . The building block process is focused on earlier work, so the HPLC will use as a foundation the work and prioritization of the Tech Team. IV. ROLES AND RESPONSIBILITY OF THE FACILITATORS . The facilitators are impartial individuals who guide committees through their meeting objectives. . The responsibility of the facilitators is to keep the group focused on the agreed upon tasks, to suggest alternatives, and to encourage participation by all team members. . The facilitators will adhere to these ground rules. V. TECHNICAL TEAM MEMBERS . Tech Team members will score projects based on a set of criteria developed from multiple years of evaluation of habitat projects. . Tech Team members will hold their results confidential during their independent evaluation process from July 21 to July 30. The specific individual technical rankings will not be released, nor will individual statements or comments by the Tech Team. . Tech Team members are not representatives of a caucus and therefore hold impartial analysis of each project based solely on technical merit. . In the event of a conflict of interest during a meeting, either real or perceived, the affected Tech Team member will make their interest known to the rest of the Team and the group will determine by consensus that person's level of participation in evaluating and ranking that project or set of projects. In addition, conflicted reviewers can not provide project evaluations and scores for their projects during the independent review phase. . Tech Team members cannot participate on the HPLC. . At least one Tech Team member will be present at the HPLC meeting to answer clarifying questions and correct technical inaccuracies. VI. . HABITAT PROJECT LIST COMMITTEE MEMBERS HPLC members consist of balanced number of citizens from each of our geographic regions, and one representative from each past and present project sponsor organization. In the event of a conflict of interest, either real or perceived, the affected H PLC member will make their interest known to the rest of the committee and the group will detennnine by consensus that person's level of participation in evaluating and ranking that project or set of projects. HPLC members will develop a final ranked list of projects from the draft preliminary list, based on previously established criteria, largely focused on social and cost issues as well as linkage with the salmon recovery plans. HPLC members will not re-evaluate projects based upon technical criteria. . . . 21 . The desire is for the HPLC to reach consensus on the final ranked lists with the option of using majority vote on those issues for which consensus is not possible. . Ultimate decisions of the HPLC are made by the voting member caucus and cannot be changed. VII. DECISION-MAKING . Agreement on ranked project lists is by consensus or voting of the Tech Team and HPLC. However, it is our intent to avoid voting if at all possible. . At the HPLC, to move a project up or down on a list, an HPLC member must make a motion regarding which specific project is to be moved, specifically where on the list it is to be moved, and what the rationale is for moving that project (related to the previously stated review criteria). . In the event of a tie vote, the particular motion to move a project up or down the list will not be approved. VIII. AMENDMENT OF THE GROUNDRULES These ground rules may be amended by consensus of the members of the Lead Entity Committees as the particular section pertains to them. 22 Appendix F: 2008 SRFB Lead Entity Participants Hood Canal Coordinating Council Habitat Project List Committee and Technical Advisory Group Roster *Note that Committee Rosters are updated during each grant ronnd. Technical Advisory Group . Peter Bahls, Northwest Watershed Institute . Susan Bishop, NOAA . Richard Brocksmith, HCCC . John Cambalik, Puget Sound Partnership . Luke Cherney, HCCC . Carrie Cook-Tabor, US Fish & Wildlife Service . Hans Daubenberger, Port Gamble S'Klallam Tribe . Marty Ereth, Skokomish Tribe . Dan Hannafious, Hood Canal Salmon Enhancement Group . Thorn Hooper, NOAA . Thom Johnson, WDFW . Matt Longenbaugh, NOAA . Marc McHenry, US Forest Service . Kathy Peters, Kitsap County . Tami Pokorney, Jefferson County . Doris Small, WDFW . Tim Tynan, NOAA . Micah Wait, Wild Fish Conservancy Habitat Proiect List Committee Citizen Representatives . Phil Best . Vern Rutter . Richard Wojt . Tom Springer Project Sponsors . Cascade Land Conservancy . Great Peninsula Conservancy . Hood Canal Coordinating Council . HCSEG . Jefferson CD . Jefferson County . Jefferson Land Trust . Kitsap CD . Kitsap County . Mason CD . Mason County . North Olympic Salmon Coalition . NWI . Pacific Northwest Salmon Center . Port Gamble S'Klallam Tribe . Skokomish Tribe . Wild Fish Conservancy . 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