2550 Page 1 of 14 FOREST SERVICE MANUAL INTERMOUNTAIN REGION (REGION 4) OGDEN, UT FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT Supplement No.: 2500-2011-1 Effective Date: March 14, 2011 Duration: This supplement is effective until superseded or removed. Approved: HARV FORSGREN Regional Forester Date Approved: 03/04/2011 Posting Instructions: Supplements are numbered consecutively by Title and calendar year. Post by document; remove entire document and replace it with this supplement. Retain this transmittal as the first page(s) of this document. This is the first supplement to FSM 2550. New Document(s): 2550 Superseded Document(s) by Issuance Number and Effective Date None 14 Pages Digest: 2550 – Makes numerous updates throughout and incorporates direction previously contained in FSH 2509.18. FSH 2509.18 is removed from the directive system. Defines criteria for managing and measuring soil quality. Adds specific definitions for soil quality management. Updates direction for maintaining soil quality. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 2 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2550.4 - Responsibility 2550.44 - Regional Foresters In addition to the responsibilities set forth in FSM 2550.44, the Region 4 Director of Natural Resources is delegated the responsibility and the authority to: 1. Ensure Forest standards and guides and Manual supplements are compatible with Regional policy and objectives. 2. Collaborate with researchers to address soil quality validation monitoring needs identified in the Region and to improve efficiency of effectiveness monitoring. 3. Ensure monitoring data, sampling protocols, and analysis methods meet Regional and National corporate standards. 4. Collaborate with, and incorporate the findings of, other efforts assessing soil quality condition and trends. 2550.45 - Forest and Grassland Supervisors In addition to the responsibilities set forth in FSM 2550.45, Forest Supervisors may delegate to their resource staff specialists, the responsibility and the authority to: 1. Provide direction to adhere to soil quality standards in the Forest Plan and during its implementation. 2. Ensure that Desired Future Conditions are compatible with the maintenance of inherent soil quality and function. 3. Evaluate the effectiveness of soil quality standards and monitoring procedures within the appropriate ecological scale, and recommend adjustments to the Regional Forester. Recommend changes in management practices or prescriptions when warranted by monitoring results. 4. Propose revised standards as needed, based on ecological unit characteristics. Coordinate with the Regional Office, Research and Development, other Forests, and partners within the sub-Region having similar ecological units to ensure consistency. 5. Provide training in the application of soil quality standards and monitoring results. 6. Assist District Rangers with soil quality monitoring of specific management activities. Project specific monitoring plans should be integrated with other related monitoring R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 3 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT efforts to the degree possible. They should be designed to support the overall Forest Plan monitoring and evaluation effort. 7. Compile Forest-wide monitoring results. 8. Report monitoring results to the Regional Forester. 9. Provide quality assurance to District monitoring efforts. 10. Ensure adherence to corporate data standards, protocols, and analysis methods. District Rangers have the responsibility to: 1. Ensure that project level plans contain land management prescriptions consistent with soil quality objectives and guidelines. Identify management measures necessary to meet soil quality objectives and guidelines. 2. Conduct soil quality assessments where needed to determine existing soil conditions. 3. Conduct appropriate soil quality monitoring to determine if soil quality objectives and guidelines have been met. Consult with soil scientist or watershed specialist and other appropriate resource specialists to evaluate the need to adjust management practices or apply rehabilitation measures. 2550.5 - Definitions Activity Area. An area impacted by a land management activity. Activity areas include such areas as harvest units within timber sale areas and prescribed burn areas. Riparian and other environmentally sensitive areas may be monitored and evaluated as individual activity areas within larger management areas. Depending upon the management activity and type of analysis, some locations and uses within an activity area may be excluded from any analysis of soil resources. Some examples of uses that may be excluded are specified transportation facilities, dedicated trails, and mining excavations and dumps. It is recommended to describe the activity area for soil resources within planning and project implementation documents. Bulk Density. Soil bulk density is the mass (oven dry weight) of fine earth (particles < 2 mm) per volume of moist (10 kPa) fine earth. Coarse Woody Debris. Dead organic materials such as plant stems, branches, roots, and logs in all stages of decay with a diameter greater than three inches. Coarse woody debris is material above the soil surface. Included are both natural and management induced material. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 4 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT Detrimental Erosion. Detrimental erosion includes erosion rates that cause long-term productivity losses from an activity area or soil losses that are beyond those acceptable for the activity area. Detrimental Soil Disturbance. Detrimental soil disturbance is defined in Region 4 by soil displacement, soil compaction, soil puddling and severely burned soil as shown below: Detrimental Soil Displacement. Detrimental soil displacement includes areas where 1 meter by 1 meter or larger exhibits the loss of either 5 cm or ½ of humus enriched top soil (A horizon), whichever is less. Detrimental Soil Compaction. Soil compaction is generally evaluated from 5 to 30 centimeters below the mineral soil surface. Specific depths for measurement are dependent upon soil type and management activities. Detrimental soil compaction is increased soil density (weight per unit volume) and strength that restricts root growth, reduces soil aeration and inhibits water movement. Measurements of potential soil compaction may be qualitative or quantitative. Exhibit 01 provides a set of indicators that can be used to measure soil compaction. A determination is generally made as to whether any observed soil compaction is detrimental or non detrimental soil compaction. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 5 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2550.5 – Exhibit 01 Indicators and Methods for Measuring Soil Compaction Indicator Soil structure change Measure Calibrated ocular examination of soil layers Measurement Standard Evidence of change to platy structure or lack of structure (massive) from granular, blocky or sub-angular blocky structure. Soil strength Calibrated shovel penetration resistance Shovel penetration is difficult relative to pre-disturbance levels. Soil strength Calibrated penetrometer readings Bulk density Soil samples and lab analysis– sampling methods vary by soil characteristics Soil samples – sampling methods vary by soil characteristics A reading increase over predisturbance levels that correlates to the measurement standards for soil structure change, shovel penetration resistance and or bulk density increase. This value must be adjusted for soil moisture conditions at the time of sampling Significant change in the distribution of Bulk Density of the activity area soils from undisturbed conditions. Bulk density Threshold values by soil texture are used to determine Detrimental soil disturbance. Threshold values are those where significant root limiting, and infiltration reduction conditions exists. An example of threshold values is shown in exhibit 02. Reliability Moderate – can be described but not quantified – observations should be calibrated with bulk density readings. Moderate – difficult to quantify except indirectly by calibration with bulk density and or penetrometer readings; can be combined easily with ocular exam for induced platy structure. High – consistent quantitative measurements in relatively rock free soils. High – consistent quantitative measurements; can also be correlated with soil strength. High – consistent quantitative measurements; can also be correlated with soil strength. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 6 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2550.5 – Exhibit 02 Threshold Bulk Density Values by Texture (USDA NRCS, National Soil Survey Handbook, Part 618.06 1996) Soil Family Particle Size Class Sandy Coarse Loamy Fine Loamy Coarse Silty Fine Silty Clayey (fine) 35-45% clay Clayey (very fine) >45% clay Bulk Density (g/cc) Root Restriction initiation 1.69 1.63 1.60 1.60 1.54 1.49 1.39 Threshold Root Restricting Bulk Density (g/cc) >1.85 >1.80 >1.78 >1.79 >1.65 >1.58 >1.47 R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 7 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT Soil Puddling. Soil Puddling is generally evaluated at the mineral soil surface. Visual indicators of soil puddling include clearly identifiable ruts with berms in mineral soil, or in an Oa horizon of an organic soil. Reduced infiltration and permeability are associated and visually present in areas with soil puddling. Soil puddling may occur in conjunction with detrimental compaction. The guidelines for soil compaction (defined above) are to be used when this occurs. Soil Puddling can also alter local groundwater hydrology and wetland function, and provide conduits for runoff. Severely Burned Soil. The severely burned soil guideline applies to prescribed fire. Severely burned soils are identified by ratings of fire severity and the effects to the soil. A severely burned soil is generally soil that is within a High Fire Severity burn as defined by the Forest Service Burned Area Emergency Rehabilitation Program (FSH 2509.13) and Debano et. Al. 1998. An example of a high fire severity rating is provided as exhibit 03. Soil humus losses, structural changes, hydrophobic characteristics and sterilization are potential effects of severely burned soil. 2550.5 – Exhibit 03 Example of High Fire Severity Rating High soil heating, or deep ground char, occurs where the duff is completely consumed and the top of the mineral soil is visibly reddish or orange on severely burned sites. Color of the soil below 1 cm is darker or charred from organic material that has heated or burned. The char layer can extend to a depth of 10 cm or more. Logs can be consumed or deeply charred, and deep ground char can occur under slash concentrations or under burned logs. Soil textures in the surface layers are changed and fusion evidenced by clinkers can be observed locally. All shrub stems are consumed and only the charred remains or large stubs may be visible. Soil temperatures at 1 cm are greater than 250 C. Lethal temperatures for soil organisms occur down to depths of 9 to 16 cm. Erosion. Erosion is the detachment and transport of individual soil particles, or aggregates of particles, by wind, water, or gravity. Management practices may increase the hazard of soil erosion when ground cover is removed and soil particles are detached. 1. Surface or particulate erosion occurs as the loss of soil by gravity (dry ravel), by wind, or by gravity and water, both raindrop splash and overland flow (rill and/or sheet erosion). R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 8 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2. Mass wasting occurs when large masses of soil and/or rock fall, slide, or flow down a slope. Effective Ground Cover. Effective Ground cover consists of vegetation, litter, and rock fragments larger than three-fourths inch in diameter. Effective Ground Cover is expressed as the percentage of material, other than bare ground, covering the land surface and includes live vegetation, dead vegetation, litter, cobble, gravel, stones, and bedrock. It may include management-induced materials. Litter. The surface layer (Oi-horizon) of recently deposited and decomposed plant remains, mainly leaves and twigs (branches less than three inches in diameter). Decomposed plant material (Oe and Oa horizon) is sometimes called "duff" and would not be included as litter. Nutrient Cycling. The ability of the soil to accept, hold, and release nutrients. Porosity. Soil porosity is the volume of voids per total volume. Total porosity (P) is related to bulk density (Db) and the specific gravity of solid particles (Ds) by the equation P = (1-Db/Ds). The specific gravity of soil mineral particles is generally about 2.65, and that of soil organic matter is about 1.4. Soil Compaction. Increasing the soil bulk density and decreasing the soil porosity by the application of mechanical forces to the soil. Soil Conservation Practices. Soil conservation practices are mechanisms used to protect soil quality while managing for resource goals and objectives. They can be administrative, preventive or corrective measures. They are identified during project planning and design. The R1/R4 FSH 2509.22, Soil and Water Conservation Practices Handbook, contains a process for developing specific conservation practices for use on National Forests and Grasslands. Soil Displacement. Soil displacement is the movement of soil from one place to another by erosive or mechanical forces. Soil Disturbance. Any activity or natural phenomenon that alters the existing physical, chemical, and/or biological properties of the soil. Soil Hydrologic Function. See Soil Hydrology. Soil Organic Matter. The organic fraction of the soil exclusive of undecayed plant and animal residues. Soil Puddling. Soil is displaced where changes in infiltration and permeability occur. Visual evidence includes rutting with identifiable berms in mineral soil. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 9 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT Soil Quality Guideline. Specific direction to aid in the design of projects and activities to help achieve objectives and desired conditions. Soil Quality Indicator. A quantitative or qualitative measure used to estimate soil functional capacity. Indicators should be adequately sensitive to change, accurately reflect the processes or biophysical mechanisms relevant to the function of interest, and be cost effective and relatively easy and practical to measure. Soil quality indicators are often categorized into biological, chemical, and physical indicators. Soil-loss Tolerance. Soil-loss tolerance is the maximum rate of annual soil erosion at which plant productivity can be sustained indefinitely. It is dependent on the rate of soil formation and type of vegetation being managed. Subsoiling. Subsoiling is any treatment to loosen a compacted soil without inversion and with a minimum mixing of the soil. This loosening is usually achieved by the lifting action of soil dry enough so that shattering occurs, but not so dry as to form large clods. 2550.6 - Technical References In addition to the technical references listed in FSM 2550.6, the following references are used in support of the soil management program of Region 4. Brown, James K.; Reinhardt, Elizabeth D.; Kramer, Kylie A. 2003. Coarse woody debris: Managing benefits and fire hazard in the recovering forest. Gen. Tech. Rep. RMRSGTR-105. Ogden, UT: U.S. Department of Agriculture, Forest Service, Rocky Mountain Research Station. 16 p. Debano, L.F., Neary, D.G., Ffolliott, P.F. 1998. Fire’s effects on ecosystems. New York: John Wiley and Sons Inc. 333 p. USDA, NRCS. 2010. Field Indicators of Hydric Soils in the United States, A Guide for Identifying and Delineating Hydric Soils. Version 7.0, 2010. ftp://ftp-fc.sc.egov.usda.gov/NSSC/Hydric_Soils/FieldIndicators_v7.pdf USDI/USDA Technical Reference 1737-19. 2003. Riparian Area Management: Riparian-Wetland Soils. ftp://ftp.blm.gov/pub/nstc/techrefs/Final%20TR%201737-19.pdf Field Book for Describing and Sampling Soils. Most current version found at: http://soils.usda.gov/technical/fieldbook/ R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 10 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT Graham, R. T. 1994. Managing coarse woody debris in forests of the Rocky Mountains. Intermountain Research Station, Ogden, UT. 1994. 13p. map; 28 cm. USDA Forest Service, unpublished document, 2001. Region 4 Forest Service Soil Quality Monitoring Methods. USDA Forest Service, Intermountain Region, Ogden, UT. USDA Forest Service, unpublished document, 2010. Region 4 Forest Service Soil Interpretations Guide. USDA Forest Service, Intermountain Region, Ogden, UT. Harvey, A.E. 1997. Decaying organic materials and soil quality in the Inland Northwest: a management opportunity. USDA, Forest Service, General Tech. Report INT-225. Howes, S., J. Hazard, M. Geist. 1983. Guidelines for Sampling Some Physical Conditons of Surface Soils. R6-RWM-146-1993. USDA Forest Service, Pacific Northwest Region. Page-Dumroese, D.S., M. Jurgensen, W. Elliot, T. Rice, J. Nesser, T. Collins, and R. Meurisse. 2000. Soil quality guidelines for forest sustainability in the Northwestern North America. Forest Ecology and Management 138:445-462. Page-Dumroese, D., A.Harvey, M. Jurgensen. 1995. A Guide to Soil Sampling and Analysis on the National Forests of the Inland Northwest United States. GTR INTGTR-326. USDA Forest Service, Rocky Mountain Research Station. U.S. Department of Agriculture, Natural Resources Conservation Service, 2007. National Soil Survey Handbook, title 430-VI. [Online] Available: http://soils.usda.gov/technical/handbook/ 2551 - SOIL QUALITY MANAGEMENT 2551.03 - Policy 1. Soil resource management is consistent with the goal of maintaining or improving soil quality and soil hydrologic function. 2551.1 - Assessments, Analysis, and Monitoring Management activities create various degrees of soil disturbance, but ecologically sustainable land stewardship can minimize adverse impacts on soils. Soil quality is primarily determined by evaluating surface soil properties. This is the critical area where plant and animal organic matter accumulate, begin to decompose and eventually become incorporated into soil. It is also the zone of maximum biological activity and nutrient release. The physical condition of this zone plays a significant role in soil stability, nutrient cycling, water infiltration, and energy flows. The presence and distribution of the surface soil is critically important to productivity. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 11 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2551.11 – Assessments Soil quality existing conditions are evaluated by using an appropriate condition asssessment method. See FSM 2550.6 for examples of Soil Quality Assessment methods. Other appropriate soil quality assessment methods include: Region 4 Soil Health Assessment Protocol (Unpublished) Soil quality condition assessment protocols that are used must be documented and shown to be appropriate for the type of project or analysis that is being completed. 1. Soil Quality Assessment Management Implications. Soil quality assessment evaluations describe existing conditions. Degradation of soil function may reflect past or current events. Management activities responsible for changes in soil quality condition should be identified. If necessary, corrective action should be taken to reverse unfavorable changes in soil condition. Existing management activities need to be evaluated to determine if the current management activity is contributing to the loss of soil function. In some cases, current management activities may not have caused the loss of soil function, but may be preventing recovery of functions. Management activities that prevent recovery of soil function should be avoided. 2551.3 - Standards and Guidelines Soil quality standards and guidelines provide soil management indicators that help determine when changes in soil properties would result in significant change or impairment of soil quality. Soil quality standards and guidelines provide for the maintenance of soil properties that affect soil quality and hydrologic function. Soil quality standards and guidelines are met through management applications. The standards and guidelines are used to define management practices to improve or maintain soil quality and watershed condition. Soil quality standards and guidelines may be determined at Regional, Forest plan, or individual project levels. Soil quality standards and guidelines will vary depending upon desired conditions as well as treatment type (Page-Dumroese et.al. 2000). They may be included as direction at plan and project level decisions. The soil management goal should be to maintain soil quality. Existing, predicted, and cumulative levels of soil quality condition are used together to determine that standards and guidelines are being met. 1. Examples of Soil Quality Standards. The following are examples of soil quality standards that may be included at plan and project levels. Other soil quality standards R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 12 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT may be used to provide the most appropriate direction to maintain or improve soil quality and watershed conditions. a. Soil resource management must consider the maintenance or improvement of soil productivity and soil hydrologic function. b. Integrate the maintenance or restoration of inherent soil quality, long-term productivity, and function into desired future conditions. 2. Examples of Soil Quality Guidelines. The following are examples of soil quality guidelines that may be used at plan or project level decisions. This is not an inclusive list or a required list of guidelines. Other soil quality guidelines may be used to provide the most appropriate direction to maintain or improve soil quality and watershed condition in the project or activity area. a. Detrimental Soil Disturbance Guideline. (1) In an activity area where existing conditions of detrimental soil disturbance are equal to or below 15 percent of the area, management activities should leave the area in a condition of 15 percent or less detrimental soil disturbance following completion of the management activities and foreseeable future activities. (2) In an activity area where existing conditions of detrimental soil disturbance exceed 15 percent of the area, management activities should include mitigation and restoration so that detrimental soil disturbance levels are less than pre management activities and moved back toward 15 percent or less following completion of the management activities. b. Effective Ground Cover Guideline. The minimum effective ground cover, following the cessation of disturbance in an activity area, should be sufficient to prevent detrimental erosion. Minimum amounts of ground cover necessary to protect a soil from erosion are a function of soil properties, vegetation types, slope gradient and length, and erosivity (precipitation factor). The minimum amounts of effective ground cover are generally determined locally by soil or vegetation type. Rock fragments, litter, and canopy might be treated independently, depending on the model utilized to estimate erosion hazard ratings. c. Above-ground Organic Matter Guideline. Some litter or coarse woody debris may be required to retain organic matter necessary to provide soil ecological functions needed to maintain site productivity on forest and rangelands. The aboveground organic matter also provides for on-site moisture retention. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 13 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT (1) Litter. Local guidelines should be followed for litter retention based on factors such as soil and vegetation types. (2) Coarse Woody Debris. The minimum amount of large woody debris required to maintain to sustain soil functions varies by ecological type. Coarse Woody Debris guidelines apply to ecological types that are capable of producing forested and woodland ecosystems. Guidelines for these minimum amounts are ascertained through research studies or developed by Forests based upon local factors such as soil potential and vegetation types. Studies that are available to assist in determining minimum amount of Coarse Woody Debris include Harvey 1987, Russ Graham 1994, and Brown 2003. 3. Application of Soil Quality Standards and Guidelines. Use soil quality standards and guidelines during project planning to guide the selection and design of management activities. Plans for project activities in areas that have already been impacted by previous management should consider cumulative effects to anticipate soil damage. Plans for projects where activities are expected to cause damages that do not meet soil quality guidelines must include provisions for mitigation of the damage. Some options for avoiding, reducing, and mitigating project activities are listed in exhibit 01. Approved regional, state and local best management practices should be used where appropriate to mitigate negative effects to soil quality. R4 SUPPLEMENT 2500-2011-1 EFFECTIVE DATE: 03/14/2011 DURATION: This supplement is effective until superseded or removed. 2550 Page 14 of 14 FSM 2500 – WATERSHED AND AIR MANAGEMENT CHAPTER 2550 – SOIL MANAGEMENT 2551.3 – Exhibit 01 Mitigative Measures for Limiting Soil Disturbance Soil Property or Condition Soil Displacement Soil Compaction Soil Puddling Ground Cover Above-ground Organic Matter Avoid or Reduce Effects Limit ground operations, Use above ground equipment, Restrict type of equipment, Train equipment operators. Operate over deep snow or frozen ground, Avoid operations on wet soils near field capacity, Operate over slash, Limit amount of traffic off of dedicated roads and trails, Restrict size and type of equipment, Restrict vehicle traffic to dedicated roads and trails, Use areal equipment. Avoid operations on soils with moisture above field capacity. Limit cover removal. Limit organic matter removal, Retain large woody debris Matter. Mitigate Effects Redistribute humusenriched soil Subsoiling through depth of compaction Surface tillage Redistribute cover Mulch Plant Seed Redistribute organic Import coarse woody debris Mulch