Part 655 - TECHNICAL SOIL SERVICES CONTENTS PART TITLE PAGE 655.00 Definition .............................................................................................................................. 655-1 655.01 Types of Service ................................................................................................................... 655-1 655.02 Policy .................................................................................................................................... 655-2 655.03 Responsibilities..................................................................................................................... 655-2 655.04 Order 1 Soil Surveys............................................................................................................. 655-3 655.05 Marketing.............................................................................................................................. 655-5 Exhibit 655-1 Sample Marketing Plan .............................................................................................. 655-7 (430-VI-NSSH, 2002) i Part 655 - TECHNICAL SOIL SERVICES 655.00 Definition. Technical soil services are the presentation and application of soil survey information to users. Soil scientists help users to understand the soil survey, to apply soil information to specific needs, and to integrate soil survey information with other resources and technology. Technical soil services include the derivation and application of soil information to meet USDA and NRCS policy and program needs. Technical soil services are cooperative efforts of the National Cooperative Soil Survey (NCSS). 655.01 Types of Service. Technical soil services provide five basic types of service. The types of service are information services; technical policy and program services; planning services; site specific soil investigations, testing, interpretation, and evaluation; and expert services for judicial requests. (a) Information services. Information services are the distribution and explanation of National Cooperative Soil Survey procedures and standards, including the technical content and use of soil survey products. They commonly provide and explain on-the-shelf NCSS products and materials and are part of agency responsibilities for public information. These services provide assistance to agencies, companies, groups, or individuals in written or oral form. Delivery of these services does not require a formal agreement. Activities, such as soils training sessions on the use of soil survey data for specific application, are part of information services. services to Federal agencies, State or local units of government, or private groups or individuals that use technical soil survey information in their policy and programs. These services ensure that those government policies that support improved planning, management, or regulation of lands use current and official soil survey information. The Field Office Technical Guide contains the agency’s official information. The Field Office Technical Guide is an interdisciplinary document. Formal agreements that include a general reference to technical soil services provide the operational authority to NRCS when it assists other agencies. (c) Planning services. Planning services are the technical interpretation of soil survey information for the development of plans that include conservation practices and systems. Soil conservation district cooperators and USDA program participants are the primary recipients of these planning services. Recipients also include Federal agencies, State governments, or local governments. Planning services involve recommendations on specific tracts of land. Formal agreement with the soil conservation district as a cooperator or a formal agreement with the NRCS that includes specific reference to technical soil services provides the operational authority for the NRCS. Products that are developed by the Soil Survey Division target specific audiences. Alternative report formats provide options to meet the different need of each customer. Various reports from the National Soil Information System are examples. Custom interpretations are additional examples of products and information services for specific customers. A marketing plan helps to ensure that products meet customer expectations. (d) Site-specific soil investigations, testing, interpretation, and evaluation. Site-specific soil investigations, testing, interpretation, and evaluations are services that support the design and installation of works and structures or the implementation of agricultural practices, or that test and evaluate research predictions. These technical soil services are part of NRCS technical assistance to individual cooperators or units of government that have signed agreements specifying the services. The intention of services to individual cooperators is usually to help apply a conservation plan. These are described in general terms in district agreements with NRCS. These services are very site specific and often result in design and practice specifications. (b) Technical policy and program services. Technical policy and program services are (e) Expert services for judicial requests. Expert services related to judicial requests are (430-VI-NSSH, 2002) 655-2 Part 655 - Technical Soil Services technical soil services that originate as a result of legal actions affecting Federal, State, or local governments involved with soil resource data. Agency policy requires agency advice and authority from NRCS management and USDA legal counsel before providing these services. Contact the NRCS state administrative officer if legal services are requested by any means. General Manual 360, part 415, subpart E, provides more information. Also refer to 7CFR1.210 and subsequent sections throught 7CFR1.219 (also know as Subpart K). 655.02 Policy. (a) NRCS technical soil services, except for information services, go to or through Federal, State, and local units of government with which there is a memorandum of understanding or a cooperative agreement. (b) Provide onsite technical assistance to private individuals only though formal agreements with government entities, such as conservation districts, that specify the services. This assistance relates directly to NRCS programs, as defined in the conservation district memorandum of understanding. 655.03 Responsibilities. Soil scientists provide technical soil services both within the framework of the soil survey program and as part of other programs. (a) The responsibility of the resource soil scientist is to provide technical soil services for NRCS field offices. (Resource soil scientist is a generic term and applies more to the role than to the title.) These services are variable and individual in nature. Common activities of a resource soil scientist are: -- assessing the role of soils in the environment and the impact of soils on human activities and the impact of humans on soils; -- developing and maintaining the soils information in the field office technical guide; -- conducting onsite soil investigations and special soil-related studies for NRCS and other client agencies; -- providing soil consultative assistance to users of geographic information systems that are cosponsored by NRCS; -- serving as a member of interdisciplinary teams to address resource problems and the implementation of NRCS programs; -- training NRCS employees and the technical staffs of other agencies or groups in the use of soil survey information; -- participating in public awareness programs involving the soil survey and its uses; -- monitoring the availability of soil surveys and conducting evaluations of the surveys; -- collecting soil and site data on soil performance and behavior; and -- assisting with the development, testing, and verification of new soil interpretations. (b) The responsibilities of the state soil scientist are: --coordinating the development of local soil interpretations; -- providing for training in generating interpretations; -- providing leadership in developing state soil survey marketing plans; -- developing an overall technical soil services strategy in the state, including identification of needed services and potential clients, working agreements, memoranda of understanding, budgets, staffing plans, position descriptions, and locations for providing technical soil services; -- coordinating and communicating the technical soil services program objectives with all NRCS offices within the state; -- encouraging the development of interdisciplinary, multi-agency teams to address regional issues; -- providing statewide technical soil services to other state office disciplines and outside clients; -- providing training to potential users of soil survey information; -- providing technical guidance to resource soil scientists; -- coordinating research and application technology development among NCSS cooperators; and -- providing quality control of technical soil services and related activities, including the field office technical guide. (c) The responsibilities of the National Soil Survey Center are: -- providing technical soil services to divisions at the NRCS National Headquarters; -- participating in interagency or multidisciplinary teams and task forces to address national concerns related to soils; (430-VI-NSSH, 2002) -- providing technical soil services to other national government organizations; -- providing technology support for technical soil services; and -- coordinating research and application technology development among NCSS cooperators. (d) The responsibilities of the National Headquarters soils staff are: -- implementing an outreach program for, and building alliances with, potential users of soil survey information. (e) The responsibilities for cooperators in the NCSS are: -- outlined in the Statewide Memorandum of Understanding. 655.04 Order 1 Soil Surveys. (a) Definition and Purpose. Definition: Order 1 soil surveys are soil inventories produced for very intensive land uses that require detailed information about soils. Order 1 soil surveys are commonly use-specific soil inventories generally made on small tracts of land at a large scale (usually larger than 1:12000). The survey may use different tools and criteria for each specific purpose. An order 1 soil survey targets multiple soil properties for different applications. Thus, these site-specific mapping efforts are tailored for precision farming applications, for the review of subdivision and site plans, for management of bio-solids, or for other unique land uses that require detailed soils information. Order 1 soil surveys are site-specific soil investigations. The Natural Resources Conservation Service infrequently conducts order 1 soil surveys and only with a signed agreement. The Natural Resources Conservation Service seldom publishes an order 1 soil survey. Exceptions are experiment stations and long term ecological sites. Field procedures include observations within each soil map delineation. The placement of soil boundaries corresponds with changes in soil properties or surface configuration. Order 1 soil surveys can provide reliable information about soil properties that are near the surface or that require deep investigations. Information is gathered from detailed sampling. Soil descriptions, soil maps, and supporting information provide well-documented data for customers. (b) Order 1 Soil Survey Standards. Order 1 soil survey standards are operational procedures and criteria used to conduct order 1 soil surveys. These standards do not preclude the development of additional criteria. (1) A soil map, a legend with map symbols and soil names, and soil map unit descriptions that address the soil properties are standards for order 1 soil surveys. The maps include the geographic location and size of the site, the date the soil map was produced, the surveyor’s initials, and the map scale. (2) Order 1 soil surveys require detailed soil pedon descriptions for all map unit components. Taxonomic placement of soil components is not required but may be helpful in the application of the data to other areas. (3) Describe soil properties according to the procedures outlined in Chapter 3 of the Soil Survey Manual. (4) Order 1 standards require field observation of the soils within all soil map delineations and of each soil boundary. (5) Georeference all point data for transects and grid sampling. (c) Work Plan. Order 1 soil surveys begin with a work plan for the survey area. This plan includes the specific needs and purpose for the survey and other features agreed upon between the parties involved. The minimum work plan includes map scale, mapping base, field procedures, identification of map units, map labeling, use of special feature symbols, and the soil properties to be identified. Add other criteria as needed. These may be such items as digitizing, geo-referencing, or sampling for bulk density. (d) Survey Area Size. There is no size distinction for order 1 soil survey areas. Order 1 soil survey areas are generally less than 300 acres, but no upper limit is set for general standards. Surveys can be as small as 1 or 2 acres for the purpose of subdivision or site plan review. They can be several thousand acres in size where the application of bio-solids on land is assessed. 655-4 Part 655 - Technical Soil Services (e) Map Scale. The intended users of the soil survey establish the order 1 map scale. The work plan identifies this scale. The map scale must conform to the delineation of the smallest management unit. If the smallest management unit is 0.25 acre (104 feet by 104 feet), then the map scale should be such that an area this size can be delineated. Generally, the map scale is larger than 1:12,000, and frequently it is 1:1,200 or larger. (f) Map Unit Kind. Most map units in an order 1 soil survey use a single component to represent a homogeneous unit. A taxonomic class name at the soil family or soil series level commonly identifies the component, however alternative naming is allowable. In some areas, complexes of two or more soils occur even at the intensity of an order 1 survey. Where a map unit is a soil complex or an undifferentiated group, indicate the relationship of the soil components as clearly as possible. If the components correspond with surface features, describe the observable feature. If the components correspond with subsurface features, such as an undulating bedrock surface, state the relationship. (g) Placement of Soil Lines. Map units are designed to group areas of similar behavior for the use of the survey. Line placement therefore depends on the concerns that are being addressed. Setting accuracy standards for line placement is not possible. Generally, line placement is as accurate as practical and within tolerable limits of human observation and error. Grid mapping with intervals of 10 to 200 feet (3 to 60 meters) helps to place boundaries between map units with similar surface and landscape characteristics. Detailed contour maps and shaded relief maps, such as digital elevation maps and digital orthophotography, improve the precision of line placement at physiographic boundaries. Line placement on sloping sites may require a contour map with a 1- to 2-foot interval. If detailed contour maps are not available, place special emphasis on measuring slope gradient, slope shape, and slope length. (h) Soil Survey Documentation. Transects on predetermined sites assist in the identification of the purity of the soil map unit delineation. They also can be used for designing map units. Unbiased sampling of soil properties near the surface and in the subsoil is important for an order 1 soil survey. Many types of properties near the surface can be examined. A partial list includes: surface horizon color (moist and dry for reflectance), albedo, surface horizon thickness, content of clay in the surface horizon, content of rock fragments at the surface, and bulk density in the upper 50 centimeters of the surface layer. To aid the transfer of data from the order 1 soil surveys to other areas, order 1 soil surveys include detailed soil pedon descriptions for all map unit components. Documentation, especially on the larger map unit polygons, quantifies map unit composition and the variability of surface features. Examples are site notes, pedon descriptions, and transects. All map units include descriptions of slope, position on the landscape, and land use. The amount and kind of documentation depend upon the purpose and application of the survey. (i) Georeferenced Point Data. All point data for transects and grid sampling are georeferenced. These data become spatial layers. (j) Order 1 Soil Survey Results. Order 1 soil survey, as a minimum, include a soil map, a legend of map symbols and map unit names, and narrative descriptions of the soils. The maps include the geographic location and size of the site, soil map unit delineations, the date the soil map was produced, the surveyor’s initials, and the map scale. Optional information includes the nature of the soil/landscape relationships, distinguishing landscape features, soil profile descriptions, transect data, field notes, supporting laboratory information and interpretations. The work plan guides the format and subject matter of the resulting report. (k) Correlation. Correlation of an order 1 soil survey with adjacent soil surveys is optional. Within an order 1 soil survey area, correlation involves the consistent assignment of map units to delineations. The order 1 soil survey enhances previously existing soil information. (l) Product Delivery. It is recommended that all products be electronic if possible. Tools for electronic delivery include both geographic information systems and computer-assisted drafting software. Electronic files for an order 1 soil survey can be posted on an (430-VI-NSSH, 2002) ftp server and shared with researchers. The digital soil coverage requires a populated attribute database. Digitizing allows for quick delivery of products. 1. Prepare a goal statement. State clearly and concisely the problem, the opportunity, or the need this plan will address. Do not list specific objectives. (m) Official Status. An order 1 soil survey is a supplement to the “official” soil survey and not a replacement. Data and maps from the order 1 soil survey may be published in conjunction with research. 2. Identify target groups. Identify target client groups that can help accomplish your purpose. Who can help attain your goal that is identified in the first step? Take each group and subdivide it into smaller groups that have common identifiable characteristics. Who can make a change? Then, put these target markets in a priority order for addressing in this plan. If possible identify the people who influence the market. These individuals may be valuable in your strategy for reaching the target group. 655.05 Marketing Marketing is a process of organized thought and action that helps achieve product or organizational goals. Marketing is not the same as selling, promotion, and advertising. Marketing includes these activities but additionally takes into account the desires of the intended audience. Marketing can be passive or active. Every interaction with a client as part of regular activity of the organization is part of passive marketing. The way you answer the phone, the timeliness of your assistance, the quality of your help, the professionalism of your staff, and the appearance of your products and office all send a message. This is passive marketing. People form opinions of your organization based on these types of factors. Logos and slogans when used consistently create a visual or verbal identity for the organization. These are reminders of the image created through other methods. The goal of an organization is to create an image that appeals to the interests and desires of certain key audiences. Active marketing is a very focused effort that ensures customer involvement in the development of products that support the purpose of the sponsoring group. A marketing plan helps organize specific marketing activities. A marketing plan normally includes 8 steps. i. Prepare a goal statement ii. Identify target groups iii. Research the target clients and the conditions. iv. Identify specific objectives v. Develop your market position vi. Develop strategic and tactical plans. vii. Implement the action plan viii. Evaluate the plan Identify the actions that you want the customer to carry out in order to benefit your goal. Perhaps you want them to utilize soils information to prevent resource damage to a watershed. 3. Research the target clients and the conditions. Research the target groups and the environment and relationships. Learn about the economics, construction trends, demographics, age, race and other information about the target client groups and the areas or people they serve. Contact the client groups and visit about their needs. These customers often share your goals but have specific product needs in order to carry out their actions. Listen closely to their needs. What specific products can be tailored to these clients? Each step should ensure that the product meets the needs of customers. Learn as much as you can about competitors. These may be other people with vested interest or consultants providing other information. 4. Identify specific objectives. Develop a set of specific objectives with the customer. Be very specific. In all cases the intended target groups must be involved. One way to write your specific objective would be to complete the statement, “This program is a success if …” It is important to be realistic in your objectives. Make sure they are achievable. 5. Develop your market position. Assess your capabilities to produce and deliver the requested product. What advantage does your agency have? Who else can provide the 655-6 Part 655 - Technical Soil Services needed information? This assessment helps to determine the outside resources that are needed. 6. Develop strategic and tactical plans. Incorporate the above items into an action plan. Determine your messages and the media to deliver them. Break down the plan into various activities. Each activity is clearly stated as an action item. Assign the person responsible and agree upon a completion date. Tie the plan together with mileposts for completion of various parts. Interrelate various actions that are prerequisite to other actions. Fully address implementation and training that may be needed. 7. Implement the action plan. Assign resources to carry out the work elements and take action. 8. Evaluate the plan. Almost all plans need modification because of unforeseen events. Stay flexible and in contact with the client groups. Build the review and evaluation into the marketing plan so those customers continue to be involved. Modify the marketing plan as conditions change or delays occur. (430-VI-NSSH, 2002) Exhibit 655-1 Example of a Marketing Plan The mission of the Soil Survey Division is to: Provide leadership and service to produce and deliver scientifically-based soil information to help society to understand, value, and wisely manage global resources. Marketing Plan for Collapsible Soils Concern 1) Goal statement. Construction of houses and roads on collapsible soils has led to loss of property and to personal injury. Roads, houses, and pipelines have been damaged from the collapse of soils. If soil information were understood and used these areas of collapsible soils could be identified and avoided or the structures could be designed to withstand or reduce the risks of collapse. The goal is to reduce the loss of property damage from collapse of these soils. 2) Target client groups. State and county highway construction engineers and planners and city roads departments handle road construction. Home builders and land developers design and locate homes on various soils. Land use planners at the county provide zoning that approves construction plans. Landscapers work with homeowners and businesses to design and locate vegetation and surface drainage that can accelerate or reduce collapse. Conservation districts review subdivision plans. The targeted clients in priority are: 1. County land use planners in county w, x, y, and z where soil conditions occur. 2. Conservation district officials and NRCS field offices in targeted counties. 3. State highway department. 4. City road departments in affected cities. 5. Developers and homebuilders in problem areas. 6. Landscaping companies in affected areas. 3) Research The land use planners and zoning boards are primarily made up of realtors and developers. In visiting with some of the key individuals a map of these areas is the first requirement. Secondly they would like a list of construction practices that can reduce the risk of collapse prior to construction and for areas already built. They are well aware of problem areas already encountered but not the location of other problem areas. The conservation districts and local district conservationists have excellent rapport with city and county officials. The three counties have rapid growth from retirees. The industrial tax base is low. Urban services are stressed financially. Low cost affordable housing is the dominant building practice. Slab foundations are typical. The counties have good geographic information systems but lack soil information. 4) Specific Objectives. a. Reduce the number of new homes damaged by collapse by 50% by having developers bypass severe problem areas and by having them adopt effective land preparation techniques to overcome the problem. b. Reduce the loss of pipelines and streets by 50% by identifying problem areas and sharing construction techniques with officials. c. Reduce the number of currently constructed houses from collapsing by sharing information with landscapers and homeowners concerning proper roof gutters and landscaping. 655-8 Part 655 - Technical Soil Services 5) Market Position. The NRCS is the sole source of soil information. The soil survey identifies soils subject to collapse from hydro-compaction and from gypsum dissolution. The STATSGO map and database provides coverage of the state but the soil factors needed for identifying areas subject to collapse are not within the database. The NASIS database includes these data elements. GIS capabilities are lacking because the surveys are not digitized. 6) Strategic and Tactical Plan. ACTION WHO a. Assemble material concerning collapsible soils SSS b. Select priority counties based on problem areas and land use patterns SSS c. Assemble material on demographics, target groups DC d. Visit client groups DC/SSS/RS e. Develop county maps from SSURGO SSS f. Submit draft maps to clients SSS g. Work with landscapers and contractors to assemble methods to overcome limitations RSS h. Take pictures of failures, assemble news stories RSS/DCs i. Delivery all materials at a presentation to each group DC/SSS j. Arrange for follow-up assistance and news releases PAS/SSS WHEN 8/99 9/99 12/99 2/00 4/00 6/00 1/99 5/00 7/00 9/00 7) Implementation Commit resources and funds to project. 8) Evaluation Two counties had active GIS systems and preferred to develop the maps themselves. So instead of making maps for them the data was provided plus the interpretation for collapsible soils. The county planners and county officials also took over leadership in working with landscapers and contractors through local workshops and information handouts at the time zoning changes were requested and building permits were let. County extension put out information about landscaping and roof gutters to minimize excess water around foundations. County z did not have GIS capability and welcomed a map which they provided to builders and county planner. Collapsing structures are minimal since construction began this spring but a dry season makes the success hard to evaluate. Additional follow-up and workshops need to continue. (430-VI-NSSH, 2002)