Call Summary Northwest Environmental Information Sharing Executive Summit Wednesday, May 28th 2008 10:00 AM – 12:00 PM PT Purpose: Executives and senior staff members of federal, state, and tribal agencies met as a follow-up to the “Sharing Information to Improve Decisions” Executive Summit on October 2nd, 2007. Participants discussed the progress made on each of the four tasks developed at the fall Summit, outlined a new task to address High Level Indicators and discussed potential next steps to continue working towards regional information sharing strategies. Participants: The call was attended by approximately 45 individuals representing executives and staff from a broad range of regional agencies. A list of attendees and contact information can be found at the end of this document. Summary of Action Items: Participants interested in Task 2 and/or with suggestions on pilot ESUs should contact Barry Thom. Participants interested in Task 3 should contact John Stein and/or Josh Baldi. Executives interested in leading and/or co-leading and others interested in participating in Task 4 should contact Barry Thom Participants should review the Task 4 document circulated by Stewart Toshach (A Pacific Northwest Information Framework Proposal) and send comments and edits to Kristen Durance at Ross & Associates. Ross & Associates will circulate the Northwest Power and Conservation Council (NPCC) “High Level Indicators” (HLI) list along with the Pacific Northwest Aquatic Monitoring Program (PNAMP) HLI document to the group. (DONE) Chris Drivdahl (WA Governor’s Salmon Recovery Office) and Suzanne Knapp (OR Governor’s Natural Resources Office) will serve as co-leads of a new Task 5 and with other interested parties develop a 1-2 statement of purpose and steps forward to share with Executive Summit participants for their review. Participants interested in the new Task 5 (High Level Indicators) should contact Kristen Durance at Ross & Associates. The Co-chairs and Co-leads of the Tasks will meet to consider content and timing and determine face-to-face meeting need for the fall. Ross & Associates will draft an agenda as needed and circulate to the Co-chairs and Co-leads for their review. Participants should consider their willingness to sign on to an MOU or more general agreement Background & Introductions Barry Thom (National Oceanographic and Atmospheric Administration, Northwest Regional Office), Tom Karier (Northwest Power and Conservation Council), and John Stein (National Oceanographic and Atmospheric Administration, Northwest Fisheries Science Center) thanked the participants and provided a brief review of progress on the four Tasks developed at the initial Executive Summit on October 2 nd, 2007. Updates on Tasks Identified at October 2007 Summit Task 1: Executive Vision Statement – Tom Karier The Executive Summit vision statement was drafted by staff from the Pacific Northwest Aquatic Monitoring Partnership (PNAMP), Pacific Northwest Regional Geospatial Information Council (PNW- RGIC) and the Northwest Environmental Data Network (NED) and circulated to Summit participants earlier this year. Comments received from Executives were incorporated into the current draft. The Vision states: “In the Pacific Northwest we are making priority regional decisions with environmental information acquired using a documented, systematic and efficient approach to collecting, sharing and accessing that information.” The vision statement recognizes the reason for holding executive level meetings as a voluntary initiative to discuss the tasks required to develop a regional data sharing structure. This document may serve as the foundation for any future agreements or MOUs. Task 2: Salmon Population Status and Trends – Barry Thom Barry Thom briefed participants on the progress of NOAA staff members on developing a pilot project to identify and understand existing protocols for measuring salmon population abundance and productivity data. They have outlined the following steps to complete this task: 1. Define the need/requirement for information on ESA-listed anadromous fish abundance and productivity in the Region. 2. Complete a pilot inventory of existing salmon population abundance and productivity data for 2 ESUs. 3. Based on above, outline a common approach that supports, at a minimum, a set of core regional needs for population abundance and productivity data and distribute it for review to the Executive Summit participants. 4. Conduct a region-wide inventory 5. Develop recommendations on region-wide abundance and productivity approach 6. Implement region-wide approach NOAA is currently working to identify the information necessary to make ESA listing decisions with the idea that those data can be used to develop a region wide status and trend dataset. Scott Ramsey (NOAA) is working on the development of a data dictionary that outlines all aspects of the needed data including high level indicators (HLI), associated metadata, and specific raw data. The data dictionary should be ready for broader review by the end of June. Initial progress on this task has slowed due to the complications in developing a comprehensive data dictionary. Next Steps: The Northwest Fisheries Science Center is developing a database and associated tools to store and analyze derived data and metrics (e.g., TRT productivity and trend/abundance data). Complete a pilot inventory project utilizing two ESUs. o Options include focusing on an ESU with good data already available (e.g., Puget Sound) and an ESU with limited data. o NOAA will solicit input on potential ESUs to include in the pilot from Executive Summit participants. Identify agency staff resources that may be available to review the completed data dictionary and help with the pilot inventory project. Information collected from the pilot project will be distributed to Executive Summit participants for review and discussion on how the approach can be expanded region wide. Action: Participants interested in participating in Task 2 or with suggestions for the pilot ESUs should contact Barry Thom. Task 3: Watershed and Ecosystem Health Assessment - John Stein and Josh Baldi (WA ECY) An update was provided on regional activities related to watershed and ecosystem health. This task encompasses a wide range of watershed health metrics beyond salmon population status and trends. The Task 3 progress document outlines several steps, to be managed by a workgroup of State, Federal, Tribal and local government staff, which are needed to identify mutually agreeable indicators of watershed or ecosystem health. These steps include: 1. Using Puget Sound as a pilot area, coordinate with the PSP and build on work of the WA Monitoring Forum and others to identify key or priority issues that are affecting the health of the Sound and associated watersheds (e.g., water quality/storm water, biodiversity, nutrients, hydrology, and primary productivity). These may be expressed as key indicators or benchmarks. 2. Based on issues, identify potential indicators. A matrix that summarizes the various data requirements for the indicators will be developed to characterize type of data, timing, scale, quality requirements, etc. 3. Examine existing data sets and characterize the gap between what is available and what is needed to report on the indicator. 4. Outline possible approaches for addressing the gaps, based on collaborations and partnerships among agencies regionally (e.g., regional MOU). 5. Consider the applicability of the results of this pilot to other basins and ecosystems. 6. Integrate this data set into a regional data framework (Separate Summit Task #4). The PSP is in the process of adopting provisional indicators which will be used as a starting point for a region-wide assessment process. The goal of Task 3 is to build off the efforts of the PSP to gain regional buy-in on one set of indicators and begin a gap analysis to determine specific data that may be missing for watershed health conditions. PSP is under a statutory requirement to have an initial plan in place by December 1st, 2008 and this deadline serves as a mechanism to keep the process moving forward. NOAA has taken the lead in development of the provisional indicators across a broad set of ecosystem objectives. An independent science panel will also review all recommendations developed in this process. The process that PSP is using to develop indicators should create a set of metrics that could be applicable to other regions and/or rolled-up for use over a larger geographic area. Participants discussed the need to produce some analysis of the different systems and protocols used for indicators across the region. These steps have already been undertaken by staff at PNAMP and other agencies and the Executive Summit may be used as a clearing house to examine consistencies and differences on a regional level. PSP examined over 600 initial indicators to reach the 20-30 indicators that will be a part of their final package. Information on how each indicator was developed (e.g., existing metric from another system, a combination of indicators, or a new metric) will be included in any information distributed to Executive Summit Participants. Next Steps: Identify other agencies/executives with an interest in developing regional watershed health indicators to assist with Task 3. Once provisional indicators are developed by PSP, begin broader discussions with Summit participants to identify areas of agreement and areas where new indicators may be required. Discuss and identify resource needs and engage key staff across regional entities to help make data available as defined in the Executive Summit Vision statement. Commit staff to complete the tasks outlined above. Action: Participants interested in participating in Task 3 should contact John Stein and Josh Baldi. Task 4: Data Management and Technology Approaches - Stewart Toshach (NOAA NWFSC) An update was provided on the activities that PNAMP, PNW-RGIC and NED have completed under Task 4. The NED steering committee developed the draft document “A Pacific Northwest Information Framework Proposal” based off documents produced at the 2005 Regional Data Discovery and Sharing workshop. The model outlined in the framework, referred to as the “Wedding Cake Model”, is designed to be applicable to a wide variety of data management situations (e.g., implementation and effectiveness monitoring data). Next Steps: Identify one or multiple CIO level executives interested in taking the lead on Task 4. This task will benefit from the experience of a CIO with background in natural resources or projects with multiple data inputs. Solicit general reactions and input from Executive Summit participants on the draft framework document. Discuss options for organizing existing systems to optimize data sharing and access. o Example: The PSP EPA grant to test the Northwest Data Exchange for water quality data. Identify data areas with high levels of consistency between organizations to use as a starting point for developing systems for sharing and storing those data. This process could act as a test case for technical options. Action: Participants interested in working on and/or Executives interested in leading Task 4 should contact Barry Thom. Action: Participants should review the Task 4 document circulated by Stewart and send comments and edits to Ross & Associates. Identification of Additional Tasks Participants discussed related activities that have been initiated since the October Summit that may be relevant to or benefit the work going on within the four Summit tasks. Discussion focused on ways to leverage the knowledge gained in current activities and ways to effectively coordinate those activities with the work of the Executive Summit. High Level Indicators (HLI) Tom Karier gave an overview of work underway at the NPCC to identify HLI to report data to Congress and state governors. The Council is interested in adopting indicators already developed by other regional agencies where possible. Tom showed participants a draft list of potential biological and implementation indicators, two of the four categories currently under review. Additional indicators will also be developed for watershed health and management (i.e., financial and project oriented indicators) categories. Due to the overlap across agencies, the NPCC attempted to identify current indicators or groups of indicators already developed by the PCSRF, CBFWA and other regional efforts that fit their needs. The goal is to develop a draft list and circulate it to Executive Summit participants for discussion on how to make it more compatible with other efforts. Action: Ross & Associates will circulate the NPCC Draft HLI list to participants. Participants discussed the process of developing HLI and focused on the following: PNAMP developed a draft proposal for regional HLI which provides many of the technical details that will be required once a set of indicators is agreed upon. o PNAMP staff members have the expertise to examine indicators across organizations and develop data definitions/dictionaries that will allow for compatibility. o The PNAMP proposal does not cover the executive buy-in required for a regional data sharing effort – that is where the Executive Summit will provide input. HLI need to inform program specific decisions at the same time as contributing to the “bigger picture”. If they can serve both purposes then it will be easier to get buy-in from the various agencies. o Examples: TMDL implementation, are efforts making a difference in accordance with the Forest Practices Act?, etc. The Washington Monitoring Forum has decided to focus on HLI that coordinate data and “tell the story” of recovery efforts (i.e., Are we saving salmon?, is our water drinkable/swimmable?, etc.) Each organization has unique mandates that may or may not be met by every indicator but there seems to be significant overlap. The goal is to develop a list that can be use by multiple agencies to achieve their individual goals while still allowing regional comparisons. There are several organizations developing HLI and one challenge is how to acknowledge and leverage those efforts and provide better coordination and communication. Examples include: o The CBFWA comprehensive plan for fish and wildlife and RM&E recommendations which have been vetted through the Fish & Wildlife agencies. o PCSRF Report to Congress indicators and limiting factors analysis. The Executive Summit can be used to extract the core data from various efforts, identify the commonalities and use them as a step forward for a regional data sharing model. The NPCC will develop HLI over the summer and have a draft ready for review by the fall. Their goal is to complete this process by the end of December 2008. Decision: A new Task (Task 5) will be developed to examine the HLI already developed by various agencies using collaborative fora such as PNAMP. This task will be co-led by Chris Drivdahl (WA) and Suzanne Knapp (OR). Other interested participants in Task 5 include: o Brian Lipscomb (CBFWA) o PNAMP technical staff Action: Ross & Associates will send the PNAMP draft HLI proposal to all participants. Action: Executives and others interested in participating in the development of Task 5 should contact Ross & Associates. Action: The co-leads will work with other interested parties and the Co-chairs to articulate the new Task in a statement of purpose (similar to Tasks 2 & 3). The statement of purpose will be circulated to Executives for review. Next Steps and Potential Fall Summit Participants discussed the need for a fall face-to-face meeting to provide additional time to review progress on the current tasks and outline technical options for sharing data across the region. Potential discussion topics include: Development of an Executive Regional Information Sharing MOU based on the vision. Report on progress and review of products developed for Tasks 2 and 3 (e.g., Salmon Population Status and Trends Data Dictionary and PSP’s provisional indicator list). o Task 4 may manifest as a data management framework and technical options for Tasks 2 and 3 rather than develop as a unique Task. Options could be reviewed. Report on progress towards Task 5 (e.g., NPCC’s development of HLI). Tools developed that could help move the process forward (e.g., the NED Model). Updates on other data sharing efforts such as the Data Management group under the PSP, CBFWA, PNAMP. The participants also discussed the need for an MOU or other, less formal agreement for executives to sign to help define the effort and resources required to move forward. A regional MOU may be too big to successfully allocate resources and participants expressed interest in exploring smaller, regional MOUs at the basin or sub-basin level. This could be discussed at a fall meeting. Action: Task Co-leads and Executive Summit Co-chairs will meet to discuss potential benefits and needs for a fall face-to-face meeting. Ross & Associates will draft an agenda as appropriate for a fall meeting and circulate it to participants. Action: Participants should consider their willingness to sign on to an MOU or more general agreement. Participants: Al Doelker Mike Mottice Greg Delwiche Al_Doelker@or.blm.gov mike_mottice@blm.gov gkdelwiche@bpa.gov BLM BLM BPA Tom Iverson Ken MacDonald Phil Roger Cathy Kellon David Tetta Rob Wilson tom.iverson@cbfwa.org ken.macdonald@cbfwa.org rogp@critfc.org cathy@ecotrust.org tetta.david@epa.gov wilson.rob@epa.gov CBFWA CBFWA CRITFC EcoTrust EPA EPA Bart Butterfield Peter Hassemer Keith Wolf Janet Hess-Herbert Barry Thom Bruce Crawford bbutterfield@idfg.idaho.gov phassemer@idfg.idaho.gov kwolf@kwaecoscience.com jhessherbert@mt.gov Barry.Thom@noaa.gov bruce.crawford@noaa.gov IDFG IDFG KWA MT NOAA NOAA Stewart Toshach Tom Karier Kathy McElreath Brendan Sylvander Jeff Cowen John Stein stewart.toshach@noaa.gov tkarier@nwcouncil.org kmcelreath@nwcouncil.org Brendan Sylvander@noaa.gov jeff.cowen@noaa.gov john.stein@noaa.gov NOAA NPCC NPCC NWFSC NWFSC NWFSC Tom O'Neil Bruce Jones Ed Bowles Danny Burgett Cedric Cooney James Kagan habitat@nwhi.org bjones@nwifc.org Ed.Bowles@state.or.us Danny.Burgett@or.usda.gov cedric.cooney@oregonstate.edu jimmy.kagan@oregonstate.edu NWHI NWIFC ODFW OR NRCS ODFW OR INR Suzanne Knapp Greg Sieglitz Aaron Borisenko Bruce Schmidt Paul Ocker Michael Newsom suzanne.knapp@state.or.us greg.sieglitz@state.or.us Borisenko.aaron@deq.state.or.us Bruce_Schmidt@psmfc.org paul.a.ocker@usace.army.mil mnewsom@pn.usbr.gov OR GNRO OWEB OR DEQ PSMFC US ACE US BR Timothy Personius Kathryn Puckett Linda Ulmer Dan Diggs Jen Bayer Alan Mikuni tpersonius@pn.usbr.gov kpuckett@pn.usbr.gov lulmer@fs.fed.us daniel_diggs@fws.gov jbayer@usgs.gov amikuni@usgs.gov US BR US BR US FS US FWS USGS USGS Sean Quigley Jacque Schei Scott Van Hoff squigley@usgs.gov jschei@usgs.gov svanhoff@usgs.gov USGS USGS USGS David Woodson dwoodson@usgs.gov USGS Brodie Cox Erik Neatherlin Chris Drivdahl Josh Baldi Ken Dzinbal Steve Leider coxpbc@dfw.wa.gov neathean@dfw.wa.gov chris.drivdahl@esa.wa.gov Josh.baldi@esa.wa.gov kdzi461@ecy.wa.gov steve.leider@esa.wa.gov WDFW WDFW WA ECY WA ECY WA ECY WA ECY Kaleen Cottingham Carol Smith Nancy Tosta Kristen Durance Kaleen.Cottingham@rco.wa.gov bioforsalmon@comcast.net Nancy.tosta@ross-assoc.com Kristen.Durance@ross-assoc.com WA RCO WA CC Ross & Associates Ross & Associates