DWR Watershed Program CALFED 2007 PSP Full Proposal Technical Workshops

1. DWR Watershed ProgramCALFED 2007 PSPFull Proposal Technical Workshops May, 2007

2. Agenda • Concept Summary • Full Proposal Overview • Emphasis Discussion • Application Content • Grant Requirements • Questions & Discussion

3. Departmentof Water Resources Grant Source:Proposition 50 Total Available: up to $10 Million Maximum Award: $400k planning, assessment & valuation $1 million implementation Minimum Award: $50,000 Local Match: 100% match required for implementation projects Agreement Term: Winter, 2007 - June, 2010 www.watershedrestoration.water.ca.gov/watersheds

4. Concept Review Process • Concept Due Date: March 16, 2007 • All applicants were screened for eligibility • Distributed to the panelists for review • Each concept had 3 reviewers • Review panel meeting to recommend final list to advance to full proposal. • DWR management decision • Notified applicants

5. Concept Advance Summary Applications Received: 95 $ 37.4 Concepts Advanced: 46 $ 17.8 • Assessment & Planning: 24 $ 8.2 • Implementation: 13 $ 6.8 • Valuation: 9 $ 2.8 Concepts not Advanced: 49 $ 19.6 • Assessment & Planning: 17 $ 6.1 • Implementation: 24 $ 11.7 • Valuation: 8 $ 1.8

7. Advancing Concepts by Emphases

8. Phase 2: Full Proposals • Only invited concept applicants. 5 weeks will be provided after invitation to develop full proposals • Application will include: • Part 1 provides information to be submitted in the grant agreement • Part 2 includes justifications and detailed explanations • All supporting documents including letters of intent and support, verification of match funds, etc. will be required on due date.

9. Summary of the CALFED Bay-Delta Program Objectives

10. CALFED Bay-DeltaProgram Objectives Summary • Water Supply Reliability – Improve the reliability of water supplies by coordinating supplies derived from the delta with local or regional supplies that are independent of the delta and by improving the efficient use of these waters. • Water Quality - Improve water quality in waters exported from the Bay-Delta watershed.

11. CALFED Bay-DeltaProgram Objectives Summary • Ecosystem Restoration - Improve the health of the Bay-Delta system through restoring and protecting habitats and native species. • Levee System Integrity – Reduce the risk of flood damage from Delta Levee failures while maintaining or improving, ecosystem benefits, water supplies, and water quality needed for the environment, agriculture, and urban uses.

12. 2007 PSP THREE PRIMARY EMPHASES • Completing Watershed Assessments and Management Plans • Implementing projects identified in existing Watershed Plans • Valuing and demonstrating the value of a Watershed Approach.

13. PSP Emphasis Tuesday, May 15, 2007 Assessment and Planning

14. Assessment & Planning Process

15. Watershed Assessments (PSP) A watershed assessment is a scientifically based inventory of the watershed conditions, functions, and processes and a comparison to the desired state of watershed conditions, functions, and processes. • evaluating current environmental, land development, and human conditions within a watershed; • describing trends in condition or benefits from past management actions; • planning for single- or multi-purpose projects that can include restoration or enhancement projects; • addressing regulatory concerns; or developing watershed plans.

16. Table 4 Priority Watersheds for Watershed Assessments

17. Watershed Plans • Founded on a scientifically based watershed assessment. • A collaborative document that lays out actions and responsibilities for improving the condition, functions, and ecological processes within a watershed, while maintaining or enhancing community characteristics.

18. Table 6 Watershed Plan Guidelines

19. Table 5 Priority Watersheds for Watershed Management Plans

20. PSP Emphasis Wednesday, May 16, 2007 Implementation (I will be updating this section before Wednesday at 12noon)

21. Implementing Projects in a Watershed Management Plan • Projects must be identified in an existing plan • Applicants must partner with a local organization • Implementation Projects require a 100% matching funds (except for disadvantaged communities)

22. Implementation Match Requirements • Require 100% matching funds to amount requested from eligible sources • Match funds must be verified and available for this project only. Letters of intent with $ amounts should be submitted with proposal. • Proposals may apply for exemption if they demonstrate disadvantaged community status.

23. Implementation Project • Projects must be described in a Watershed Management Plan approved by CALFED. • A website link or copy of the plan must be submitted with the application. • A partnership must be established between a local agency and a watershed stewardship group. • 100% eligible match funds are required.

24. PSP Emphasis Friday, May 18, 2007 Valuation

25. Evaluating and Demonstrating the Value of a Watershed Approach • Application of the SAB Watershed Assessment Framework • Demonstration of economic or other watershed values • Preserving or restoring Watershed balance between Ecological and Community Needs

26. SAB Watershed Assessment Framework • develop a working definition for the socio-economic attribute and provide indices or metrics that can be used to evaluate this attribute, • use the Watershed Assessment Framework to assess a specific watershed or watersheds and provide reports detailing the underlying data, methods for interpreting the data in the context of the framework, and conclusions regarding overall watershed health, • collect information on a regional, CALFED-wide, or statewide scale and use the SAB framework to provide an overarching assessment of watershed condition.

27. The Watershed Approach Biotic Condition Ecological Processes Watershed Health Indicators Hydrology Geomorphology Landscape Condition Socio- Economic Condition Natural Disturbance Regimens Chemical Physical Characteristics Integrating ecological and community conditions to assess overall watershed health

28. Watershed Assessment Framework – Indicators

29. The value of a watershed - economic or others • determining the economic or social impacts of projects to the local community, the region, or the state. • Valuations can include cost assessments, but for purposes of this grant, must go beyond cost analysis to look at broader economic influences.

30. Preserving or restoring Watershed balance • to establish a general understanding of the value of balancing community needs with restored watersheds. • Provide economic or other values created to date by the CALFED program • identify specific methods for identifying the current value of preserved or restored watershed processes and functions, and demonstrate the appropriateness and validity of those methods.

31. Full Proposal Review Process

32. Full Proposal Review Process • Project Level Priorities • Project-specific and integrating criteria • Program Level Priorities • Review of the pool of projects to address overall program needs • Final Approval • Recommendation to CALFED & DWR management

33. Each proposal will be evaluated both on the specific merits of the proposed projects and in light of the overall CALFED Watershed Program needs. Project Level Priorities Program Level Priorities Proposal Evaluation Priorities

34. Project Level Priorities • Broaden the participation of federal, state or local government agencies • Advance the application of science using the SAB framework. • Support management that recognizes integrated watershed functions

35. Project Level Priorities (continued) • Monitoring and reporting of watershed conditions • Ensure long-term sustainability of watershed management • Education and outreach as a part of agency activities • Support for disadvantaged communities

36. Program Level Priorities • CALFED Bay-Delta Program • Land Management • Education • Innovation and Creativity • Environmental Justice • Planning Coordination • Expenditure Balance • Emphasis Balance Adjustments may be made to the initial pool of recommended projects to ensure balance for all priorities.

37. Questions on Review Process or Priorities?

38. The FORMS • The Full Proposal Form Consists of two parts: • Part 1 – Excel worksheet with basic information and required grant agreement elements. • Part 2 – Word document for justifications and explanations of the project.

39. The Forms Tie Together • Part 1 of the Full Proposal Application provides the exhibits for the Grant Agreement. • The information provided in Part 1 will be transferred to the agreement relatively unchanged… if your project is funded. • The budget tables should reflect the actual project activities and costs. Double check that everything cross-adds.

40. The Forms Tie Together • Part 2 of the Full Proposal Application provides for explanations and justifications for the information provided in part 1. • The review panel will use the Full Proposal Review Form to evaluate the ELECTRONIC VERSION of the submitted application & attachments.

41. Full Proposal Form Part 1 Please use the information provided in the Concept form. The Full Proposal form is an excel worksheet. Be sure to adjust row height to see all the information. Careful! Excel can only work with about 100 words per cell. Please break up paragraphs over several rows.

42. Task Item Budget Describe tasks and operating funds (summary level) 15% allowable adjustment when finalizing details in the full proposal

43. We will review the Full Proposal Application Part 1 during the meeting using the actual excel form: http://www.watershedrestoration.water.ca.gov/watersheds/downloads/psp2007/fp_part1_5-1.xls

44. We will review the Full Proposal Application Part 2 during the meeting using the actual word form: http://www.watershedrestoration.water.ca.gov/watersheds/downloads/psp2007/fp_part2_5-1.doc

45. We will review the Full Proposal Review Form during the meeting using the actual excel form: http://www.watershedrestoration.water.ca.gov/watersheds/downloads/psp2007/fp_review5-1.xls

46. We will review the draft Grant Agreement during the meeting using the actual grant forms: http://www.watershedrestoration.water.ca.gov/watersheds/downloads/psp2007/attach_4_grant.doc

47. Grant Agreement • Grant terms and conditions • Payment in arrears • Invoice and reporting requirements • Annual report / meeting: jamboree

48. What to submit? • Full Proposals are due by 5:00pm on June 1, 2007 • Include two copies of all documents, including attachments, letters, resolutions etc. Plain paper, three-hole punched. No staples or folders. • AND… One FULL electronic version of all documents submitted on CD or via e-mail.

49. Also include: By Full Proposal due date: • Resolutions and letter of participation from applicant and partner entities • Matching fund documentation • Subcontractor draft agreements and/or task assignments. • Link or copy of Watershed Management Plan for implementation proposals.

50. Proposed Timeline