2409.18,10 Page 1 of 5 FOREST SERVICE HANDBOOK MISSOULA, MONTANA FSH 2409.18 - TIMBER SALE PREPARATION HANDBOOK R-1 Supplement No. 2409.18-95-4 Effective 01/29/96 POSTING NOTICE: Supplements are numbered consecutively by Handbook number and calendar year. Post by document name. Remove entire document and replace with this document. Retain this transmittal as the first page of this document. The last supplement to this Handbook was supplement FSH 2409.18-95-3 to chapter 50. Page Code Superseded Sheets 14--1 thru 14--4 2 Amendments Covered 1, 7/87 Document Name 2409.18,10 Superseded New (Number of Pages) -- 5 Digest: 10 - The entire text for Chapter 10 is replaced with this transmittal. Chapter 10 has been updated with current direction for timber sale program development. In addition, the new text corresponds with text location in the parent text. HAL SALWASSER Regional Forester R1 SUPPLEMENT 2409.18-95-4 EFFECTIVE 01/29/96 2409.18,10 Page 2 of 5 FSH 2409.18 - TIMBER SALE PREPARATION HANDBOOK R-1 SUPPLEMENT NO. 2409.18-95-4 EFFECTIVE 01/29/96 CHAPTER 10 - SALE PROGRAM DEVELOPMENT - GATE SYSTEM 11 - BASICS OF TIMBER SALE PROGRAM. 11.2 - METHODS OF MEASUREMENT. Tree measurement will be the primary consideration for all proposed timber sales in Region 1. Exceptions to tree measurement would be scaling on salvage or thinning sales. Selection of an appropriate volume determination method used for payment must be considered early in the sale planning process and is the responsibility of the officer authorized to make the sale. 1. Scaling. The following postsale measurement methods are approved for use in Region 1. Reference FSH 2409.11 - National Forest Log Scaling Handbook, May 1985, and FSH 2409.11a - National Forest Cubic Scaling Handbook, May 1991, for application. Accountability procedures for scaled sales can be found in FSH 2409.15, Chapter 20. R1-Volume Computation procedures can be found in FSH 6509.17, Chapter 80. a. 100 Percent Log Scale. 100 percent scale is relegated to a lower priority in the selection of scaling methods because of the added cost in measurement. However, sale planners should not overlook the possible benefits of this method when sales or portions of sales present statistical or accountability problems. b. Sample Scaling. Two methods offer a range of adaptability suitable for application in Region 1. They are: (1) sample load log scaling, a random sampling method in which a sample number of loads are selected at a specific frequency from the total population for scaling; and (2) sample load log scaling with weights, a double sampling method in that load weights are taken on all loads in the population. This knowledge of population weight is then used to supplement the sample loads in estimating the population total value or volume. c. Weight Scaling. Weight scale is the measurement of products being sold by weighing each load. Volume is expressed in A2 of the contract in estimated TONS per product and each load is weighed both gross and tare to determine the net load volume. This method can be used on salvage type sales where tree measurement accuracy cruises will not provide good volume estimates due to rapid deterioration of timber, broken and/or jackstrawed material, or where significant additional mortality is expected, for example, bark beetle infestation or fire kill. The following criteria applies when using weight scaling measurement: (1) Sales are to be sold using FS-2400-6. (2) Sales will be cruised to meet sale scale standards. (3) Form FS-2440-5 Load Receipts will be used. (4) Use only on flat rate sales. (5) Length of contract will not exceed two years. R1 SUPPLEMENT 2409.18-95-4 EFFECTIVE 01/29/96 2409.18,10 Page 3 of 5 (6) Do not use with prepaid optional removal (C4.225). (7) All species and products will be combined in A5b and sold at a single rate. When using weight scaling, consider additional costs anticipated due to backhaul to certified scales, or when a fee may be assessed when weighing in log trucks (normally $5 - $10 per weighing cycle) during the appraisal process. The conversion factor from tons to mbf needed for reporting purposes should be documented in the timber sale report. Indicate within the prospectus that the estimated volume quantity will be sold in TONS and bid rates within the contract will be established as rate/ton. Note that all products being offered will be bid as a single item (TON) and the requirement for weight will be obtained at current State certified scales. State clearly within the advertisement that THIS IS A WEIGHT SCALED SALE. d. Load Count. Load count scaling requires a predetermined volume to be applied to each load hauled from a sale. The volume per load is determined by the capacity of the trucks used to haul the material being sold. It is an acceptable method of measurement when implemented with the following limitations: (1) Sale size is limited to 1,000 MBF (600 CCF) or less. Proposals to exceed this limitation must be approved in writing by the Regional Forester. (2) Load counting is applicable only when the products/material to be sold cannot be accurately and effectively measured by one of the other approved methods. All sale packages using load count should include as part of the timber sale report an explanation on how the volume per load was determined. Load count WILL NOT be used in conjunction with any other form of measurement on the same sale. Verification checks should be made to ensure that volumes specified per load are accurate and representative of what is actually being hauled. Refer to Sections 53.1 and 53.2 for specific contract language. 11.4 - TIMBER PROGRAM SCHEDULING. This activity places the sale on the periodic sale program announcement. Most of the critical elements have been resolved and the intent is to offer the volume by competitive bidding. 1. Management of Timber Sales. Forest Supervisors will manage their annual timber sale program to ensure recognition, disposition, and accountability of all sales offered, sold and unsold. a. Unsold Sales. Annual sale programs may contain previously advertised sales which do not sell because of no bids received, litigation, and other causes. Monitor and control unsold sales so that resource and management objectives are met. Consider the following actions when monitoring sale activity. R1 SUPPLEMENT 2409.18-95-4 EFFECTIVE 01/29/96 2409.18,10 Page 4 of 5 R1 SUPPLEMENT 2409.18-95-4 EFFECTIVE 01/29/96 2409.18,10 Page 5 of 5 (1) Some unsold sales require little extra work to reoffer. For various reasons, others require greater work. An accurate record of sale accomplishment and disposition helps measure production and costs of sale preparation. (2) No bid sales may reflect quality of sale preparation. Quality control reviews should include unsold sales. (3) Comparison of volume offered and sold may indicate the level of sale program needs. Evaluation of unsold sales may indicate economic viability of National Forest sales in comparison with alternate supply source. Adjustment of marginal factors in offered sales may result in higher sale success. (4) Each year use of FR&T funds in the form of capital investment or contribution dollars helps make sales viable. Forests may use the process to evaluate whether to depend on FR&T funds or to revise the sale in order to sell it. (5) Reporting provides management control necessary for crediting accomplishment for sales unsold in the year programmed and tracking of those sales until sold or withdrawn. Forest Supervisors will use Sales Tracking and Reporting System (STARS) to track timber sale activity. Sale criteria will define when original target accomplishment applies, when new credit will apply, and when removal from the timber sale program applies. (6) Unsold sales should form a basis for developing contribution and capital investment road construction priorities in addition to future sale offerings. (7) Forest Supervisors will monitor and review unsold sales as to why they were not offered as originally scheduled. Appropriate action should be taken to ensure that only sound projects are brought forward to the current year so that sales can be offered under the specified timeframes. b. Criteria for rescheduling in the sale program. Sales remaining unoffered from a previous year's program may become part of the current year sale program. Unsold sales from prior years may become part of new offerings for the current year if one of the following events occur: (1) Reworked conditions change the sale more than 25 percent of original sale preparation cost. (2) Capital investment road construction results in providing new opportunities for stand treatments. (3) A catastrophe which significantly affects marketability and requires physical change in the original sale. R1 SUPPLEMENT 2409.18-95-4 EFFECTIVE 01/29/96 2409.18,10 Page 6 of 5 (4) An administrative action, appeal, or court action delays the sale or causes a physical change in original sale. (5) Unforeseen or unresolvable environmental factors which surfaces after original sale preparation. (6) Changes due to Forest Plan reallocation of resources and uses. 2. Management of Carryover Sales. Refer to FSM 2490, R-1 Supp 2493.12 for direction on reporting volume from carryover sales. 11.5 - Sale Program Announcements. Forest timber sale program announcement shall be completed using the Periodic Sale Announcement Report as listed in the STARS Report Menu. 1. Description of Sale. In addition to the items listed in the parent material, forests may list major species and the total estimated volume of sale, or may list estimated volume for each species separately. Only sales without known delaying factors at the time the timber sale announcement is prepared will be included in the firm (first six months) program. Sales with delaying factors such as needed access road funds, right-of-way requirements, and the like, will not be included in the firm program. Sale offerings containing special or unique requirements should be appropriately identified by comments in the "Remarks" column of the program announcement. Forests may also add information specific to individual sale offerings regarding sale conditions that may be of interest. Sale announcements will be prepared to cover a full 1-year period. The announcement to be issued by October 15 will contain a firm program for the period October 1 - March 31, and a tentative program for the period April 1 - September 30. The announcement to be issued by April 15 will contain a firm program for the period April 1 - September 30, and a tentative program for the period October 1 - March 31. At the time each new program is prepared, the last portion of the previous plan should be updated on the new plan to reflect changes that are necessary. This will provide for updating programs at 6-month intervals, designation of set-aside sales when triggered, and other needed changes. Regular announcements of the sales program will not be delayed for completion of set-aside agreement with the Small Business Administration, but such announcements should indicate the volume and selected sales that are tentatively planned for preferential bidding for small business concerns (FSM 2436). "SBA Set-Aside" should be reflected in the remarks column for sales selected to be advertised for small business bidding only. Semiannually, by October 15 and April 15, Forests shall send one copy of their Timber Sale Program Announcement to the Forest and Rangeland Management Unit in the Regional Office.