PNW/Tongass NF Collaboration A short discussion of the TLMP follow-on studies that end this year A short discussion of the TLMP follow-on studies that end this year Review the forest information priorities Review the forest information priorities Review the proposed Out-year planning process between PNW and the mighty Tongass NF Review the proposed Out-year planning process between PNW and the mighty Tongass NF Review the 2-page format Review the 2-page format Discuss gaps in FY03/FY04 Discuss gaps in FY03/FY04 Types of committee’s Types of committee’s

TLMP Follow-on Studies Presentation and discussion Oct th in Ketchikan, Alaska Presentation and discussion Oct th in Ketchikan, Alaska Results of 13 studies will be presented followed by a day of discussions about what the results mean. Results of 13 studies will be presented followed by a day of discussions about what the results mean. Studies will be published in a special edition of an international journal Studies will be published in a special edition of an international journal

The FLT Committee’s Work Dave Schmid, Gene De Gaynor, Jim Russell, Guy Robertson, Sandy Boyce The 1998 RO information needs document consulted Listened to the field Consolidated what we heard Short Term needs are those for next 1-3 years Long Term needs are those years out 1st Priority list shows both short and long term needs

Decision for the Priority List Discussion—Are these the right priorities? Discussion—Are these the right priorities? Are adjustments to the list needed? Are adjustments to the list needed? Finalize the list and agree on its use for FY05 BFES planning and distribution to PNW for their review. Finalize the list and agree on its use for FY05 BFES planning and distribution to PNW for their review.

Budget Process Timelines Year before submission to Congress Formulate field budget Agency Request Dept/OMB Approval Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec Justification Presentation: Hearings Final Bill Year of submission to Congress

Collaboration Process Timeline FY 04 Priorities set Fall FY03 Request Proposals Evaluate Proposals Oct Nov Dec Jan Feb Mar Apr May Jun July Aug Sept Fund Study Plans Begin Field Work FY 05 FLT Select Proposals Develop Study Plans PNW Recruits Seasonal Workforce

PNWTongass NF PNWTongass NF Call for proposals Issued For FY05 FY05 BFES Begins Fall 2002 Information Priorities Decided & Used For BFES FY05 Winter 2003 Fall 2003 Spring 2004 Proposals Selected By FLT Start Review of Tongass Priorities Program Skills Identified Collaboration Begins for Proposals Start Study Plan Development FY05 Proposals Funded Hiring Process Begins for FY05 Fall 2004

Tongass & PNW Budgeting Budgeting in Sync GAP

Dealing With The GAP What to do for FY 2003 since time is so short? What to do for FY 2003 since time is so short? Considerations: Considerations: 1) summer hiring begins in late November and early December for field work in 2003, 1) summer hiring begins in late November and early December for field work in 2003, 2) study and financial plans need to be completed before research begins, 2) study and financial plans need to be completed before research begins,

Dealing With The GAP con’t. Considerations Con’t. Considerations Con’t. 3) available funding may determine which information priorities the forest tackles, 3) available funding may determine which information priorities the forest tackles, 4) decisions on short-term vs. Long-term commitments may be needed, 4) decisions on short-term vs. Long-term commitments may be needed, 5) strategic versus tactical approaches considered. 5) strategic versus tactical approaches considered.

3 Processes & 3 Committees The 3 Processes The 3 Processes R-10 Administrative Studies R-10 Administrative Studies PNW Research procedures PNW Research procedures Intra-agency Agreement between R-10 and PNW to collaborate Intra-agency Agreement between R-10 and PNW to collaborate The 3 Committees The 3 Committees RCAS RCAS IA between PNW and R10 and its committee IA between PNW and R10 and its committee FLT subcommittee’s suggestion FLT subcommittee’s suggestion

Back to the Future! The key to coordination is presence of a committee with a defined process that keeps the ball rolling The key to coordination is presence of a committee with a defined process that keeps the ball rolling Without a committee, stress increases on those trying to get the work done Without a committee, stress increases on those trying to get the work done Without a process, the risk of unsatisfactory results increases Without a process, the risk of unsatisfactory results increases

PNW Collaboration Intra-agency Agreement R-10 Collaboration PNW Research Follows Manual Procedures An R-10 Administrative Study Follows Manual Direction

NFS Administrative Studies (FSM 1900—Planning) Do not include Research Studies, monitoring, and routine inventories. Do not include Research Studies, monitoring, and routine inventories. RF Coordinates with Station Director to avoid duplication of effort and share results RF Coordinates with Station Director to avoid duplication of effort and share results RF appoints members to a standing Regional Committee for Administrative Studies (RCAS) RF appoints members to a standing Regional Committee for Administrative Studies (RCAS)

Admin Studies con’t RCAS submits program plan each year for RF review and approval RCAS submits program plan each year for RF review and approval RCAS includes a research member appointed by Station Director RCAS includes a research member appointed by Station Director Forest Supervisors prepare study proposals for review by RCAS, approve studies selected for the annual program plan by the RF. Forest Supervisors prepare study proposals for review by RCAS, approve studies selected for the annual program plan by the RF.

Administrative Studies Studies limited to the extension of research study results and the application of existing knowledge for resolving local problems on NFS lands. Usually financed from the Protection and Management appropriation but also…from other specific appropriations (KV). Generally short term (less than 5 yrs), but there are no specific prohibitions against longer studies. Studies limited to the extension of research study results and the application of existing knowledge for resolving local problems on NFS lands. Usually financed from the Protection and Management appropriation but also…from other specific appropriations (KV). Generally short term (less than 5 yrs), but there are no specific prohibitions against longer studies.

PNW Collaboration Intra-agency Agreement R-10 Collaboration PNW Research Follows Manual Procedures An R-10 Administrative Study Follows Manual Direction

Research Studies Studies conducted to increase scientific knowledge or technology that are financed from the Forest Research budget. Research studies have no tenure limitation. Studies conducted to increase scientific knowledge or technology that are financed from the Forest Research budget. Research studies have no tenure limitation.

Research Path Station Strategic Plan Station Strategic Plan Programs Develop “Charter” outlining work Programs Develop “Charter” outlining work Problems are Identified in the Charter and problems are distributed to Teams Problems are Identified in the Charter and problems are distributed to Teams Teams write Problem Analysis to tackle individual Problems Teams write Problem Analysis to tackle individual Problems Study Plans and Financial Plans are prepared Study Plans and Financial Plans are prepared

PNW Collaboration Intra-agency Agreement R-10 Collaboration PNW Research Follows Manual Procedures An R-10 Administrative Study Follows Manual Direction

Intra-agency Agreement PNW/R10 Jointly developed and funded studies to fill management information needs that require research involvement. Jointly developed and funded studies to fill management information needs that require research involvement. Ensure that both parties will benefit Ensure that both parties will benefit Each ISA requires a work plan and financial plan Each ISA requires a work plan and financial plan Proposals are jointly developed by at least one PNW scientist and one NFS employee Proposals are jointly developed by at least one PNW scientist and one NFS employee

Intra-agency Agreement Establishes an oversight committee Establishes an oversight committee 7 members total; 4 NFS & 3 PNW 7 members total; 4 NFS & 3 PNW DRF, Research Liaison, Tongass Sup, Chugach Sup DRF, Research Liaison, Tongass Sup, Chugach Sup DSD, Alaska Issues Coordinator, Program Manager DSD, Alaska Issues Coordinator, Program Manager

Committee Purpose Evaluate Proposals Evaluate Proposals Recommend which are to be funded Recommend which are to be funded Conduct annual reviews of funded work Conduct annual reviews of funded work If project changes are needed, will make the recommendation If project changes are needed, will make the recommendation Prepares documentation for SD and RF review Prepares documentation for SD and RF review

Committee Purpose Oversee proposal and review processes for projects Oversee proposal and review processes for projects Evaluates proposals and recommends for or against their inclusion on the annual list submitted for approval to Station Director and Regional Forester. Evaluates proposals and recommends for or against their inclusion on the annual list submitted for approval to Station Director and Regional Forester. Conducts annual progress reviews and recommends any necessary changes to the project by March 1 st —in time for funding adjustments Conducts annual progress reviews and recommends any necessary changes to the project by March 1 st —in time for funding adjustments

The Region & Station Shall: Designate appropriate staff to coordinate Designate appropriate staff to coordinate Identify Information needs Identify Information needs

The Committee’s RCAS: members are appointed by the RF from NFS and S&P. RF designates chairperson. SD appoints a member to the committee to provide advise RCAS: members are appointed by the RF from NFS and S&P. RF designates chairperson. SD appoints a member to the committee to provide advise Intra-agency Agreement: 7 members, 4 from NFS and 3 from PNW Intra-agency Agreement: 7 members, 4 from NFS and 3 from PNW FLT Committee: District Ranger, 2 Natural Resource experts, a Regional socio/econ expert and a PNW liaison FLT Committee: District Ranger, 2 Natural Resource experts, a Regional socio/econ expert and a PNW liaison

R-10/PNW Collaboration Summary: Summary: The future consists of a portfolio of collaborative studies The future consists of a portfolio of collaborative studies Priorities are determined by the Forest with input from PNW Priorities are determined by the Forest with input from PNW PNW evaluates Forest priorities for opportunities to collaborate PNW evaluates Forest priorities for opportunities to collaborate The process for proposal development, selection, and funding is agreed upon by both the Forest and Station The process for proposal development, selection, and funding is agreed upon by both the Forest and Station The FLT committee assists the Forest in facilitating the collaborative process The FLT committee assists the Forest in facilitating the collaborative process

PNW/Tongass NF Collaboration A short discussion of the TLMP follow-on studies that end this year A short discussion of the TLMP follow-on studies that end this year Review the forest information priorities Review the forest information priorities Review the proposed Out-year planning process between PNW and the mighty Tongass NF Review the proposed Out-year planning process between PNW and the mighty Tongass NF Review the 2-page format Review the 2-page format Discuss gaps in FY03/FY04 Discuss gaps in FY03/FY04 Types of committee’s Types of committee’s

ATC, 5 year re-measurement is not needed in ATC, 5 year re-measurement is not needed in Hecata Commercial Thinning Project Hecata Commercial Thinning Project Cooperative Stand Density Study (Farr Plots)—ongoing with 25 years of growth data. Hiring a post-Doc in January. Cooperative Stand Density Study (Farr Plots)—ongoing with 25 years of growth data. Hiring a post-Doc in January.