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Stewardship Contracting Overview

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Title: Stewardship Contracting Overview


1
Stewardship Contracting Overview
  • Marcus Kauffman, Resource Innovations
  • October 30, 2007
  • Upper McKenzie Community Center

2
Topics
  • What you told us
  • About stewardship contracting
  • Generic process
  • Role of stewardship groups
  • Clarifying questions

3
Origins
  • Community leaders, contractors, and agency
    frustrated with
  • Unhealthy forests
  • Stagnating rural communities
  • Need for new tools experimentation
  • Lack of proactive role for stakeholders

4
What you told us
  • Concerns
  • No cutting of old growth
  • Forest Service moves too slowly
  • Hard to create local jobs
  • Thinning needs to be clearly defined
  • Effort needs to be sustainable
  • Positive
  • Interested and supportive of concept
  • Lack of familiarity with concept
  • Focus on restoration

5
Stewardship Contracting
  • Authorized until 2013 by section 323 of Public
    Law 108-7
  • A suite of authorities
  • Purpose
  • Achieve land management goals for national
    forests and the public lands that meet local and
    rural community needs

6
Stewardship Guidelines
  • Restoration is the focus
  • Revenue generation is secondary
  • Does not replace timber sale program
  • Receipts cant be used for planning and
    administration
  • National programmatic monitoring required
  • Project-level monitoring encouraged

7
More Guidelines
  • Open, local collaborative process
  • Identify projects, goals, and end-results
  • Comply with NEPA and forest plans
  • Must be on NFS or BLM land
  • Private land using the Wyden Amendment

8
Authorities Explained
  • Goods for services
  • Retention of receipts
  • Best value
  • Designation by description
  • Multi-year contracts

9
Trading Goods for Services
  • Service work and product removal in one contract
  • Key benefits
  • Allows product value to be applied to other
    resources
  • More efficient (one contract)
  • Fewer resource impacts via single entry
  • Allows some projects to go forward that would not
    otherwise work

10
Retention of Receipts
  • When the value of products removed exceeds the
    cost of restoration service work
  • Can be used on another stewardship project
  • On-the-ground projects
  • Project design specifications
  • Process monitoring
  • Contracted NEPA and sale preparation
  • Can be used on private land using the Wyden
    Amendment

11
Best Value Contracting
  • Mandated to be used
  • Can consider factors other than price
  • Technical proposal, past performance
  • Local economic benefit
  • Invites more ideas from contractors

12
Designation by description and prescription
  • Exemption from rule of marking all trees to be
    cut
  • Describes objectives of treatments as they relate
    to the end result
  • Used for commercial and noncommercial material,
    but commercial material requires scaling
  • Saves money in labor and paint

13
Multi-year Contracts
  • Enter into contracts for up to 10 years
  • Provide incentive for local investment
  • 10-year project underway in AZ
  • Need to consider agency and contractor workforce
    and capacity limitations

14
Project Level Multi-Party Monitoring
  • Tool for adaptive management
  • Partners could
  • Identify questions, protocols, analyzes data, and
    report findings
  • Appropriated funds and outside sources allowed
  • Use of retained receipts for project-level data
    gathering not allowed

15
Implementation Tools
  • Integrated Resource Timber Contract (IRT-C)
  • Integrated Resource Service Contract (IRS-C)
  • Standard Service Contract
  • Stewardship Agreement
  • Wyden Amendment

16
Generic Process
  • Gauge level of community interest
  • Identify goals and objectives
  • Develop organizational structure
  • Develop stewardship strategy
  • Contract development
  • Project implementation
  • Project monitoring (pre and post)

17
Role of Stewardship Groups
  • Function
  • Provide agency with recommendations
  • Collaborate to address concerns and pursue
    opportunities
  • Schedule
  • Meet regularly for several years
  • Outcomes
  • Projects with support from a diverse array of
    interests
  • Projects restore forests and watershed and
    provide benefit to local communities

18
Goals and Objectives
  • Identify and clarify goals and objectives
  • Ecological
  • Economic
  • Social
  • Administrative
  • Decision Point-
  • Stewardship Area Boundary

19
Organizational Structure
  • Membership, purpose, structure
  • Decision-making method
  • Identify and clarify the roles in the group
  • Find the common ground
  • Decision Points
  • Decision making method
  • Group norms
  • Meeting schedule

20
Develop Stewardship Strategy
  • Identify
  • Project schedule and timeline
  • NEPA ready, off the shelf
  • From scratch
  • On forest/off forest/both
  • Priority geographic areas
  • Priority treatments types
  • Authorities to be used

21
Contract Development
  • Structure contract(s) to achieve outcomes
  • Review agency planning timelines
  • Review workforce information
  • Design best value criteria
  • Develop initial offerings
  • Decision points
  • Contract size and bid items
  • Best value criteria
  • Local economic benefit

22
Understanding the Workforce
  • Need to know
  • Capacity (interest, equipment, experience,
    limitations)
  • Contract preferences (size, length, )
  • Deal killers
  • Preferences considered in contract
  • Contactors interests represented

23
Project Implementation
  • Offer contract(s)
  • Request proposals
  • Award
  • Begin work
  • Track progress
  • Conduct site visits

24
Whats it good for?
  • Complex land management problems requiring
    diverse participation
  • Comprehensive, basin-wide forest and watershed
    restoration
  • Providing a strong role for local and regional
    stakeholders
  • Provides greater flexibility

25
Whats hard about it?
  • Steep learning curve
  • Community and contractors
  • Can take years to get results
  • Lack of common ground
  • Lack of control over external forces
  • Downsizing and targets
  • County Payments reauthorization
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