Implementation Of Forestry Best Management Practices In .

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Implementation of ForestryBest Management Practicesin Eastern OklahomaResults of Round ThreeBMP Implementation MonitoringOklahoma Department of Agriculture, Food and ForestryForestry Services DivisionApril 2010

Implementation of ForestryBest Management Practicesin Eastern OklahomaResults of 2007-2010 BMP Implementation MonitoringbyDarryl Hunkapillar, Water Quality ForesterKurt Atkinson, Assistant DirectorJohn Burwell, DirectorOklahoma Department of Agriculture, Food and ForestryForestry Services DivisionThis publication was developed and published by the Oklahoma Department of Agriculture, Food and Forestry, Forestry Services Division, asauthorized by John Burwell, Director and Terry Peach, Secretary of Agriculture. 200 copies were printed at a cost of 500. Copies have beendeposited with the Publications Clearinghouse of the Oklahoma Department of Libraries (4/2010).

EXECUTIVE SUMMARYOklahoma’s Forest Water Quality Program completed the third evaluation of the level ofimplementation of the State’s non-regulatory Forestry Best Management Practice (BMP)Guidelines. A total of 100 sites on which silvicultural activities had occurred within two years ofthe field check were evaluated. Sample sites were selected randomly from a pool of nearly 1,042tracts, and are considered to be representative of the forestry activities that occur throughouteastern Oklahoma. The data collection took place from September 2007 through February 2010.Each tract received an on-site visit and the site was evaluated against a standard BMP checklistto determine whether they were implemented or not.Overall BMP implementation on the sites monitored was 92.1%, which represents a smallincrease from the 91.6% rate for the 2004-2006 monitoring period and the 90.5% rate for thesurvey completed in 2004. In general, implementation was highest on sites under public or forestindustry ownership. National Forest sites had an overall implementation rate of 97.4%, whileforest industry sites had a 95.2% implementation rate. Non-industrial private forestlands rated90.4% overall although corporate owners in this group scored significantly better than the familyforest owner group.BMP implementation was statistically higher on sites when: a professional forester was involved, the activity was supervised by the landowner, the landowner and logger were familiar with the BMPs, the logger had attended a BMP workshop, BMPs had been included in the timber sale contract, and the landowner was a member of a forestry-related organization.BMP implementation was generally lowest on sites when: the land was owned by a non-industrial private landowner, especially an absentee, the landowner was not familiar with the BMPs and did not supervise the activity,and BMPs were not included in the timber sale contract.Major deficiencies noted during the evaluations were: lack of drainage structures on skid trails and temporary roads, drainage and stability problems on some permanent roads, and lack of restoration of stream crossings on temporary roads.Significant observations were: roads of all kinds need increased focus, streamside management zone BMPs have a high level of implementation, landings do not pose a serious problem, and very few significant risks to water quality were observed.i

Information from this project will contribute to the revision of Oklahoma’s Forestry BMPs,now in progress, and will serve as a baseline for ongoing BMP monitoring efforts. The projectresults will also be used to strengthen and better focus ongoing education and technicalassistance efforts.ACKNOWLEDGMENTSForestry Services gratefully acknowledges the assistance of Dr. Ron McNew, University ofArkansas, for his guidance in the performance of the statistical analyses used in the report.Forestry Services also is grateful for the cooperation of landowners, land managers andcontractors who provided access to the sample sites and contributed information toward thesuccessful completion of the project.This project was funded in part by a Federal Clean Water Act Section 319 Nonpoint SourceProgram grant from the U.S. Environmental Protection Agency provided under administrativeoversight by the Water Quality Division of theOklahoma Conservation Commission. In thisregard, Forestry Services appreciates thecontinuing support of Jim Leach and JudithWilkins of the Conservation Commission.Oklahoma Department of Agriculture, Food and ForestryForestry Services2800 North Lincoln BoulevardOklahoma City, OK 73105405-522-6158www.forestry.ok.govii

TABLE OF CONTENTSBackground and Objectives.1Methods .2The BMP Committee .2Monitoring Personnel .2The Monitoring Checklist .2Establishing the Monitoring Pool.3Selection of Implementation Monitoring Sites.3Data Collection.4Summary and Data Analysis .5Results .6Site Characteristics .7Roads.7Permanent Roads.8Skid Trails and Temporary Roads.9Stream Crossings.11Streamside Management Zones.13Site Preparation .14Landings .16Wetlands.17Implementation by Site Characteristics .18Ownership .18Type of Activity .18Region .18Terrain .18Erodibility Hazard .18Distance to Permanent Water .18Watershed.19Statistical Significance .19Forester Involvement.20Activity Supervised by Landowner .20Landowner Familiarity with BMPs .20Contractor Familiarity with BMPs .20Logger Attended BMP Workshop.21BMPs in the Timber Sale Contract.21Landowner Membership in Forestry Organizations .21Overall BMP Implementation .21Improvement Opportunities.23Conclusions .23Next Steps.24Appendix .24Oklahoma BMP Monitoring Checklist.25Evaluation Criteria for BMP Monitoring Checklist .29Summary of BMP Compliance Monitoring Checklist Data on All Sites .33iii

iv

BACKGROUND AND OBJECTIVESThe 1972 Clean Water Act (CWA) called for states to establish a program for thedevelopment and implementation of Best Management Practices (BMPs) to reduce nonpointsources of pollution (NPS). Oklahoma’s Water Quality Management Program under Section319(h) of the CWA calls for implementation of BMPs to prevent or otherwise control nonpointsource pollution from forestry operations. The program, described in the Oklahoma Section 319NPS Management Plan, involves a broad range of activities in education, technical assistanceand monitoring to measure BMP effectiveness, including a measure of BMP implementation.The Oklahoma Department of Agriculture, Food and Forestry (ODAFF) – Forestry ServicesDivision is responsible for the State’s silvicultural nonpoint source pollution program andforestry BMPs, and relies on a non-regulatory system of BMP compliance developed incooperation with landowners and land users. Oklahoma developed its first forestry BMPguidelines in 1976, and completed an initial compliance-monitoring project in 1978.Most southern states initiated BMP monitoring in the 1980s or early 1990s. In 1997, theSouthern Group of State Foresters developed Silviculture Best Management PracticesImplementation Monitoring, A Framework for State Forestry Agencies. This document, referredto as the “Southern Monitoring Protocol,” provides a framework for monitoring BMPimplementation that is statistically sound, objective and technically feasible. It provides directionfor and consistency between forestry BMP monitoring efforts in the 13 southern states.Oklahoma’s current Forestry BMP Compliance Monitoring project was funded in part by aClean Water Act Section 319 federal grant from the U.S. Environmental Protection Agency withadministrative support provided by the Oklahoma Conservation Commission. The project wasdesigned to determine the present use of Oklahoma’s non-regulatory forestry BMPs by loggersand landowners during timber harvesting, site preparation and related activities, and to determinewhether that use is effective in preventing water quality problems associated with the State’sforest lands. Specific objectives of the project were to:1. Measure the degree of implementation of forestry BMP guidelines by forest landowners,silvicultural contractors, forest industry and government agencies;2. Evaluate the general effectiveness of BMPs as applied operationally in the field andidentify potential problem areas, including roads, stream crossings, streamsidemanagement zones and other practices, where Oklahoma’s BMPs may need to be refined;3. Identify specific areas in the State where more intensive logger and landownerinformation and training efforts might be necessary; and4. Provide feedback to loggers, landowners, timber buyers and mill owners to help improvesilvicultural operations where needed, and to convey to forest industry that its work maybe evaluated according to State BMP guidelines.Forestry Services conducted field data collection for this project between September 2007and February 2010. This report documents the organization of the project and its major findings.1

METHODSThe general approach to BMP monitoring is to establish a large pool of sites that hadreceived silvicultural treatments within two years of monitoring and randomly select enoughsites for field evaluation to assure a statistically valid measure of overall BMP performance. Theproject was designed to be consistent with the Southern Protocol so that the results could becompared with other states in the South. To assure impartiality across a variety of ownerships,the critical issues were: (1) completeness of the pool of potential sites, (2) randomness of theselection of sites to be monitored and (3) thoroughness and consistency of data collection andanalysis. Data collection was conducted in accordance with the Quality Assurance Project Planapproved by Conservation Commission and EPA in December 2008.THE BMP COMMITTEETo provide general project direction and input into the monitoring checklist and theprocedures described below, Forestry Services used input from the Forestry BMP Committeethat initially included forest industry, consulting foresters, loggers, Oklahoma ForestryAssociation, Oklahoma Conservation Commission and Oklahoma State University. Otherssubsequently invited to participate include The Nature Conservancy, Water Resources Board,Woodland Owners Association, U.S. Fish and Wildlife Service, U.S. Forest Service, NaturalResources Conservation Service, Oklahoma Farm Bureau, Office of the Secretary ofEnvironment, EPA-Region 6, a non-industrial private forest landowner and a tribalrepresentative.MONITORING PERSONNELForestry Services’ water quality forester completed all site evaluations, assuring greateraccuracy and consistency in data collection.THE MONITORING CHECKLISTForestry Services conducted the field evaluations using a BMP Monitoring Checklist andchecklist definitions that were identical to those used in previous monitoring projects completedin 2004 and 2006. The Checklist and the Evaluation Criteria are included in the Appendix.For simplification, each question was worded so that a positive answer was recorded with a“Yes” while a departure from BMP recommendations was answered “No.” Some checklist itemswere not applicable on some sites. If a practice did not apply, the item is shown as “NotApplicable/Not Needed (NA/NN).” This allowed a quick determination of any problem areasthat were identified during the evaluation. It is important to note that this form (and others likeit) has been extensively field tested for consistency and accuracy in representing BMPimplementation.2

ESTABLISHING THE MONITORING POOLCommercial forestry activity in Oklahoma is generally concentrated in 18 eastern countiestraditionally included in the periodic forest inventory conducted by the U.S. Forest Service. Theforest products industry is most active in southeastern Oklahoma where the state’s commercialpine forests are located. The industry and its associated infrastructure become less intensive andalso less sophisticated as one moves farther north and west from this region.Typical silvicultural practices with potential for water quality problems if not properlyimplemented are timber harvesting, including associated activities such as cutting and skidding;landings and loading; hauling and forest road construction and maintenance; site preparation andtree planting; thinning; and pesticide application. To be eligible for monitoring, sites had to havebeen treated within two years of the field visit.Requests for site information were sent to forest industry, agency personnel, private forestryconsultants, large landowners, the U.S. Forest Service, Tribes, etc. In order to have an ongoingpool from which to randomly select, this information was requested more than once during theproject period. In addition to gathering site information as described, courthouse records werealso checked for timber deeds that had been filed with the county clerk. This total effort resultedin a pool of 1,042 potential sites.SELECTION OF IMPLEMENTATION MONITORING SITESBased upon previous monitoring experience in Oklahoma and other states, we calculated atarget of 100 sites distributed across the eastern counties primarily involved in timber harvestingwould be adequate to indicate BMP implementation rates and their relation to water quality inthe major aspects of silviculture. Although the following was not used to help target the numberof sites, the 100 sites actually monitored in Oklahoma represent one site for every .95 millioncubic feet of timber harvested annually. This can be compared to the last monitoring project,where 100 sites were monitored with one site for every 1.26 million cubic feet of timberharvested annually.Monitoring sites were also distributed proportionately among three major forestlandownership categories: public, forest industry and non-industrial private forests (NIPF). For thissurvey, the NIPF category was further divided into a Family Forest category that includesabsentee owners (those who did not live on the property) and non-absentee owners, and aCorporate owner category (commercial landowners that do not have wood processing facilities).Sites were generally believed to be representative of the distribution of all silvicultural activitiesin the region. The target number of sites per county and by ownership category was based uponthe estimated annual timber harvest data reported by the U.S. Forest Service in 2005 (Table 1)and timberland ownership data from the 2008 forest inventory (Table 2). Sites to be monitoredwere chosen randomly from the total monitoring pool by simply counting down the list andselecting every Nth site.3

Table 1. Timber Harvest Levels and Distributionof Monitored Sites by County 53Latimer954LeFlore4,966McCurtain urg505Pushmataha 27,550Sequoyah0Wagoner0Totals95,436Percentof TotalHarvest umberof SitesMonitoredTable 2. Ownership of EasternOklahoma Timberland and Distributionof Monitored Sites by Owner Group ForestIndustryNIPF% ofTimberlandOwnedNumberof SitesMonitored% ofSitesMonitored14116236237571712Source: Estimates based upon ForestInventory and Analysis data for East Oklahoma,2008 (USDA Forest Service)1Source: Oklahoma’s Timber Industry - An Assessment ofTimber Product Output and Use, 2005 (USDA Forest Service)DATA COLLECTIONOn the sites selected for monitoring, Forestry Services contacted the landowner in advance ofthe evaluation and obtained permission to enter the property. During this initial contact, theforester explained the purpose of the visit and invited the landowner or his/her representative toparticipate on site during the evaluation. We did not inspect sites where the landowner deniedaccess. In nearly all cases on forest industry property, a company forester accompanied the waterquality forester. In most instances the private non-industrial forest landowner or theirrepresentative accompanied the forester on their property evaluation. In no case were theevaluation results influenced by others taking part in the review. It was very helpful to have thelandowner, their representative or their forester participate in the evaluation because it providedopportunities for additional training and education concerning BMPs.4

General information about the landowner and the tract was obtained from several sources,including the landowner, landowner representative, courthouse records, the timber buyer orconsultant. Answers to the follow-up questions are generally obtained from the landowner,landowner representative, timber buyer or the consultant.Site characteristics were obtained by on-the-ground inspection and from maps. Theinformation about the roads, skid trails, stream crossings, streamside management zones, sitepreparation, landings and wetlands was obtained by an on-the-ground inspection of the site.Every item in each category was evaluated as to whether or not the practice was applicable onthe site and, if so, whether it was acceptable and in accordance with BMP recommendations.An evaluation of significant risks was also included in the site review. According to theSouthern Monitoring Protocol, a “significant risk” is a situation or set of conditions that hasresulted in or very likely will result in the measurable and significant degradation of waterquality, and that can be remedied or otherwise mitigated. A visual determination was made foreach BMP or lack of a BMP to see if a significant risk to water quality actually existed.In addition to evaluating individual BMPs, data was also gathered on site characteristics andother factors that could influence the use of BMPs. The checklist includes a comment section foruse in describing deficiencies found during the site inspection and recommendations forcompliance with recommended best management practices.After the inspection, we provided a copy of the completed checklist and comments withapplicable recommendations to the landowner, logging contractor, timber buyer and assistingforester as appropriate. We also emphasized during all contacts that the project as a whole andthe checklist itself were intended to be an educational tool, rather than the basis for punitiveactions, to improve BMP understanding and performance by all parties.SUMMARY AND DATA ANALYSISThe end result of using the checklist on an individual site is a count of “Yes,” “No,” and “NotApplicable/Not Needed (NA/NN)” answers for each category of the evaluation. Dividing thenumber of “Yes” answers by the total of the “Yes” and “No” answers results in a percentage“score” which reflects the extent of implementation for the BMP category or for the tract as awhole. Compiling evaluations allows analysis of implementation by BMP practice, BMPcategory and for all sites, as well as by ownership or other subcategories.5

RESULTSThe 100 sites represented 13,493 total treated acres throughout eastern Oklahoma, resultingin an average tract size of 135 acres. Locations of these sites are shown geographically byownership category in Figure 1.The raw data for each category on the checklist is included in the Appendix. A summary andanalysis of the monitoring results for each of the major BMP categories follows, along with adiscussion of improvement opportunities, project conclusions and next steps.Figure 1. Approximate Locations of Monitored Sites by Owner Category6

SITE CHARACTERISTICSOwnership. The 100 monitoring sites were distributed geographically as well as byownership, as shown above. NIPF landowners owned 71 of the sites. Forest industry owned 23sites. Six sites were on publicly owned lands (National Forest). The 71 NIPF sites included 18owned by absentees, 28 by non-absentees and 25 by private corporate entities including RealEstate Investment Trusts (REITs) and Timber Investment Management Organizations (TIMOs).Type of Treatment. The silvicultural activity on the 100 monitored sites is grouped asfollows: 57 clearcut harvests, 32 partial harvests and 11 first thinnings of pine plantations. Partialharvests include diameter limit, seed tree, selection and salvage cuts. There were 37 sitesevaluated with site preparation being a portion of the total site evaluation.Forester Involvement. Professional foresters were involved in planning and/or implementingthe silvicultural operation on 66 of the sites. On 28 sites, the forester was employed by forestindustry. On 20 sites, the forester was employed by corporate landowners. Private consultantswere involved on 11 of the sites. National Forest foresters were involved on six sites and a StateForestry Services forester was involved with one site.Physical Characteristics. Terrain classification, soil type and soil erodibility were recordedfrom the Natural Resources Conservation Service (NRCS) soil survey, where applicable, or wereestimated by the forester in the field. A summary of these site characteristics is as follows:Terrain: Fourteen (14) sites were on flat terrain, 64 sites were on hilly terrain and 22sites were on steep terrain.Soil Type: Only one site was dominated by clay soils, 31 sites were clay loam, 24 siteswere loam, 41 sites were sandy loam and 3 sites were sand.Erodibility: Thirty-four (34) sites were on soils with low erodibility, 59 sites were onmedium erodibility soils and 7 sites were on high erodibility soils.Presence of Water. Of the 100 sites, 76 had either a perennial (18) or intermittent (40) streamor both perennial and intermittent (18). A permanent water body was found within 1,600 feet of47 of the 100 sites.ROADSRoads have historically been identified as the largest source of NPS pollution associated withforestry activities. Road construction and maintenance activities generally expose mineral soil,and exposed soil offers opportunities for soil movement unless best management practices areincorporated to control water drainage.Proper road use during silvicultural operations is an important factor in minimizing roadimpacts on water quality. This situation is further complicated by the use of these roads forrecreational and other purposes. Recreational users may not respect water control structures andoften find them a challenge to be overcome instead of an impediment to further use.7

Roads related to silvicultural activities are of two types: (1) permanent roads and (2) skidtrails or temporary (secondary) roads. Each type was evaluated separately.PERMANENT ROADSPermanent roads were evaluated for implementation of BMPs when they were used in theforestry operation. Permanent roads in the forestry context are generally graded dirt or gravelroads that are used for year-round access. County roads were not included in the monitoringbecause they are maintained as public roads.Permanent road evaluation was applicable on 76 of the 100 sites. Overall implementation forpermanent roads was 94.1% with no significant risks identified. The areas with the highest levelof implementation (100%) in this category were with respect to sensitive areas, new or reworkedroads meeting grade specifications, rutting within allowable specifications and ditches notdumping into streams. The lowest implementation rates were for roads not being well-drainedwith appropriate structures (80%) and roads not being reshaped and/or stabilized (91%). Each ofthese “low” ratings represents an improvement from the previous monitoring period. Thoseratings were 77% and 79% respectively. In nearly every case, landowners made plans to repairtheir roads as a result of this evaluation and contact.Actual implementation data is shown in Table 3. Figure 2 illustrates the rate of BMPimplementation in each category of permanent roads by type of ownership. This format providesa readily visible view of the practices and ownership categories where BMP implementationneeds improvement.Table 3. Implementation of Specific BMPs Related to Permanent Roads%NA/Number ofMarginBest Management Practice Yes Implementation No NN Significant Risks of ErrorRespect sensitive areasRoads meet gradespecificationsRutting within allowablespecificationsWell-drained with appropriatestructuresDitches do not dump intostreamsRoads reshaped and/orstabilizedPermanent Roads .2%541000460--689172506.6%94.18

stabilizedgrade icIndustryCorporateFamilyareasstructuresand/ordump intoallowablePublicIndustryCorporateFamilyRoads lysensitiveDitches do not reshapedwithRespectRutting withinWell-drainedRoadsFigure 2. BMP Implementation on Permanent Roads by Ownership Category

Oklahoma Department of Agriculture, Food and Forestry Forestry Services Division This publication was developed and published by the Oklahoma Department of Agriculture, Food and Forestry, Forestry Services Division, as authorized by John Burwell, Director and Terry Peach, Secretary of Agricult

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