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HomeMy WebLinkAbout2016-11-29; Agricultural Conversion Mitigation Fee Committee Ad Hoc; ; Batiquitos Lagoon Foundation – AGP 16-12 Update AGRICULTURAL CONVERSION MITIGATION FEE (ACMF) AD HOC CITIZENS ADVISORY COMMITTEE Staff Contact: Pam Drew, Associate Planner, Community & Economic Development 760-602-4644  pam.drew@carlsbadca.gov Agenda Item: #4 Subject: Batiquitos Lagoon Foundation – AGP 16-12 Update Meeting Date: November 29, 2016 Exhibits: 4.1 Batiquitos Lagoon Foundation’s Request for Appropriation and Disbursement of $100,000 to Support the Preparation of the Batiquitos Lagoon Resiliency Plan 4.2 Batiquitos Lagoon Resiliency Plan Background Information 4.3 Batiquitos Lagoon Resiliency Plan Scope of Work 4.4 Grant Application 4.5 Agricultural Conversion Mitigation Fee Grant Funding Agreement …………. Batiquitos Lagoon Resiliency Plan Background The California Department of Fish and Wildlife is preparing to update the long-term management and monitoring plan for the Batiquitos Lagoon Ecological Reserve. This updated plan needs to consider the potential effects of climate change on the physical and natural environment. The Batiquitos Lagoon Resiliency Plan (BLRP) is intended to assist in this effort. The process proposed to develop the BLRP is based upon a successful stakeholder-driven scenario planning program at NOAA’s Tijuana River National Estuarine Research Reserve. The program, known as Climate Understanding and Resiliency in the River Valley (CURRV), engages land managers, scientists, regulatory agencies and other stakeholders to evaluate different climate change scenarios and develop adaptation strategies that can address potential impacts to sensitive resources under those scenarios. More information on the CURRV program is available at: http://trnerr.org/currv/. The BLRP will be a combined effort, led by the Climate Science Alliance – South Coast, and including California Department of Fish and Wildlife, Batiquitos Lagoon Foundation and the City of Carlsbad. The Climate Science Alliance is a network of partners whose mission is to safeguard the natural and human communities of the South Coast Eco-region in the face of a changing climate. More information on the Climate Science Alliance is available at: http://www.climatesciencealliance.org/. The attached scope of work summary for the BLRP provides more detail on the tasks, timeline and key deliverables. …………. Batiquitos Lagoon Resiliency Plan Scope of Work Summary Goal: To outline climate scenarios, perform prioritized data collection, develop adaptation strategies and prepare a Resiliency Plan to include in the long-term management and monitoring plan for the Batiquitos Lagoon Ecological Reserve. Phase I – Scenario Planning and Identification of Data Needs 1. Stakeholder kick-off workshop – establish ideal state and outline scenario framework 2. Physical landscape workshop – convene physical science experts to identify conditions for scenarios and data needs 3. Habitat vulnerability workshop – convene biological science experts to identify conditions for scenarios and data needs 4. Stakeholder update meeting – present results of science workshops and receive feedback 5. Prepare Phase I report Timeline: Winter/Spring 2017 Key Deliverables:  Two science-focused workshops  Two stakeholder workshops  Phase I report outlining scenarios and data needs Phase II – Baseline Conditions Data Collection 1. Convene Steering Committee 2. Review data needs and prioritization from Phase I report 3. Prepare timeline and budget for data collection 4. Perform data collection 5. Prepare Phase II report Timeline: Summer/Fall 2017 – Winter/Spring 2018 Phase II – Baseline Conditions Data Collection, cont’d Key Deliverables:  Steering committee convened  Baseline data collection  Phase II report outlining monitoring findings Phase III – Adaptation Strategies 1. Conduct stakeholder kick off workshop – review scenarios and baseline data collected, and begin brainstorming strategies 2. Conduct stakeholder workshops – identify strategies, outline implementation and monitoring plan, including triggers for action 3. Prepare Phase III report Timeline: Summer/Fall 2018 - Winter 2019 Key Deliverables:  Two stakeholder workshops (min)  Phase III report outlining adaptation strategies Phase IV – Resiliency Plan 1. Prepare final Resiliency Plan - to include information from Phase I, II, and III reports 2. As needed, assist CDFW with incorporation of Resiliency Plan into long-term management plan Timeline: Spring/Summer 2019 Key Deliverables:  Resiliency Plan outlining results from Phases I, II, & III September 29, 2006 Ms. Elaine Blackburn Planning Department, City of Carlsbad 1635 Faraday Avenue Carlsbad, CA 92008 Subject: Batiquitos Lagoon Monitoring and Management Plan Program Dear Ms. Blackburn: The Batiquitos Lagoon Foundation is pleased to submit an application under the Agricultural Conversion Mitigation Fee Grants Program. The Batiquitos Lagoon Foundation (BLF) is a 501(c)(3) non-profit organization, founded in 1983 to preserve, protect and enhance Batiquitos Lagoon. Our application is being submitted under Program Category a. – Restoration of coastal and lagoon environments. The Batiquitos Lagoon is a Carlsbad natural treasure. Once on the road to deteriorating and joining the long list of California’s coastal wetlands that have been lost, it was restored through the Batiquitos Lagoon Enhancement Project, a $60 million rehabilitation of the entire system completed through a partnership between the City of Carlsbad and the Port of Los Angeles. A 10-year monitoring program was established to collect data to facilitate assessment of success and to identify areas were intervention was necessary. This monitoring effort concludes in December 2006, with no follow-on program. While a limited management program exists for the lagoon, it needs to be expanded and updated to include additional factors that are vital to maintaining the ongoing health of the system. Funding through the City’s Agricultural Conversion Mitigation Fee Grant Program would greatly assist in securing the future of Batiquitos Lagoon by providing the fiscal and professional technical resources essential to support the extensive volunteer investment made by the members of the BLF and citizens of Carlsbad. The proposed program would provide funding for a 6-year effort that would include biological and physical monitoring, result in the development of a formalized lagoon management plan, enhance the effectiveness of current maintenance actions, and finance trail, interpretive, and biological enhancement activities to be predominantly conducted by volunteers. This work would further the partnership between the City of Carlsbad, California Department of Fish and Game, and the BLF as stewards of the lagoon. We appreciate the opportunity to apply and look forward to your support. Please feel free to call if you have any questions concerning our application at (760) 918-2408. Sincerely, Batiquitos Lagoon Foundation Fred C. Sandquist President and Board Member 1 CITY OF CARLSBAD AGRICULTURAL CONVERSION MITIGATION FEE GRANTS APPLICATION Note: This application and all supporting documents must be received no later than 5:00 p.m. on September 29, 2006. Submit to: City of Carlsbad; Planning Department; 1635 Faraday Avenue; Carlsbad, CA, 92008; Attention: Elaine Blackburn Submittal Formatting Requirements All submittals must be typed on 8 1/2 x 11 sized paper (drawing exhibits may be larger), and you must provide twelve (12) full sets of all documents submitted. You must provide a one-page summary of the proposed project. The project description can be a maximum of three (3) typed pages with attachments as necessary. All documents submitted become the property of the City of Carlsbad. In addition to the written application, project proponents may be asked to make a presentation to the Committee. Please complete the following application using the guidance provided on the "Application Instructions" page. You may attach additional pages, subject to the "Submittal Formatting Requirements", above. Name of Applicant: BATIQUITOS LAGOON FOUNDATION Address: P.O. BOX 130491, CARLSBAD, CA 92013-0491 Phone: (760) 931-0800 Email: sandquist2@earthlink.net Contact 1) FRED C. SANDQUIST (760) 918-2408 Contact 2) Rachel Woodfield (858) 560-5465 Please note: Successful applicants will be required to provide a Federal Tax ID # or Social Security # before any grant funds are released. Total Amount of Grant Request: $780,589 Application must be for a minimum of $2,500.00. I. ELIGIBILITY REQUIREMENTS Your project MUST implement one of the four categories below to be eligible for this grant program. Please contact Elaine Blackburn at the City of Carlsbad (760-602-4621) for further information, if desired. FOR STAFF USE ONLY Project Number: Date Received: Project Name: • BATIQUITOS LAGOON MONITORING AND MANAGEMENT PLAN PROGRAM PROJECT SUMMARY In 1997, a $60 million restoration of Batiquitos Lagoon was completed by the Port of Los Angeles under an agreement between the Port, City of Carlsbad, California Department of Fish and Game (CDFG), National Marine Fisheries Service and other agencies. Since that time the lagoon has matured to provide a rich aesthetic, educational, and biological resource to the City of Carlsbad. The lagoon is visited by thousands of residents and tourists each year to enjoy the hiking, wildlife-viewing, and learning opportunities now available at the lagoon. However, the lagoon will not retain these values by simply being left alone. Just looking out at the lagoon reveals some of the challenges facing it, including accumulating beach sand in the outer basins, erosion of the marsh due to shifting currents around the sand bars, loss of sand on Ponto Beach at the mouth of the lagoon. Others are less visible, such as loss of tidal circulation, deterioration of water quality, and the gradual inundation of mudflats and marshlands as tidal drainage diminishes between dredging events. Maintenance of the health of the lagoon requires continual human intervention. How to intervene, and to what degree, can only be ascertained through monitoring of the lagoon’s biological and physical status, and preparing a strategic Management Plan to identify and address these issues. With the proposed Batiquitos Lagoon Monitoring and Management Plan Program, the Batiquitos Lagoon Foundation will address these issues in partnership with the CDFG (the current manager of the lagoon) and Merkel & Associates, who conducted a 10-year monitoring program that will end in December 2006. At this time, no other provisions have been made to monitor the biological and physical health of the lagoon. The Batiquitos Lagoon Monitoring and Management Plan Program includes: 1) The implementation of a 6-year monitoring program for physical and biological elements of the lagoon and South Carlsbad State Beach areas that are replenished with maintenance dredge sands from the lagoon; 2) The development of a lagoon management plan that addresses management and maintenance activities, both within the lagoon and those associated with the coastal sand replenishment from the lagoon dredging; 3) Implementation of maintenance activities focused on the enhancement of public access trails and interpretive facilities, removal of trash and exotic species, and the repair of erosion that presently impacts the lagoon as a result of sedimentation. The Batiquitos Lagoon Enhancement Project was the most extensive, system-wide habitat rehabilitation project ever undertaken in any estuarine environment on the west coast of North America. The Batiquitos Lagoon Foundation feels strongly that best way to protect the values we have come to enjoy at the lagoon is through careful planning and management based on sound science. To demonstrate the commitment of the Batiquitos Lagoon Foundation to the proposed program, we have pledged to provide 10,536 hours of volunteer time, valued at $288,600, to offset the cost of this project. A discussion on the need for this program as well as a scope of work can be found starting on page 10 of this application. 2 Please indicate which of the four categories of eligible projects the proposed project would implement, and please be specific: a. Restoration of the coastal and lagoon environment including but not limited to acquisition, management and/or restoration involving wildlife habitat or open space preservation b. Purchase and improvement of agricultural lands for continued agricultural production, or for the provision of research activities or ancillary uses necessary for the continued production of agriculture and/or aquaculture in the city's coastal zone, including, but not limited to, farm worker housing c. Restoration of beaches for public use including, but not limited to local and regional sand replenishment programs, vertical and lateral beach access improvements, trails, and other beach-related improvements that enhance accessibility, and/or public use of beaches d. Improvements to existing or proposed lagoon nature centers II. PROJECT DESCRIPTION, SCOPE, AND BENEFITS Describe the proposed project. The description should a) provide sufficient detail for a clear understanding of the proposed project; b) include clear intended outcomes of the project; and, c) specifically address how the project satisfies the eligibility requirement(s). (Please attach separately; maximum 3 typed 8 1/2 x 11 pages plus drawings) Project Name: Batiquitos Lagoon Monitoring and Management Plan Program. Please see the project description and scope of work included in Attachment A. The proposed project is multi- disciplinary and technically complex, employing protocols too detailed to fully outline in 3 pages. A technical approach with detailed methodology is available upon request. 1. How will the project benefit the citizens of Carlsbad? In the years following the restoration of Batiquitos Lagoon, it has emerged as a jewel in the crown of Carlsbad. Each year thousands of residents and tourists visit the lagoon to enjoy its beauty, using its extensive trails for wildlife viewing, exercising, and dog-walking. It has developed into a premier bird-watching destination for its rare birds and large populations of migrating waterfowl and shorebirds. The lagoon serves as a learning laboratory, where teachers bring their students to demonstrate lessons and the BLF uses the lagoon as the backdrop for environmental stewardship education programs for children and adults alike. The citizens of the City of Carlsbad would benefit tremendously from the protection of their investment in the restored lagoon, which can only be ensured by careful monitoring and management to maintain the values we have come to enjoy. The Batiquitos Lagoon Enhancement Project was the most extensive, system-wide habitat rehabilitation project ever undertaken in any estuarine environment on the west coast of North America. Monitoring the health of the lagoon and developing a long-term management plan is a fundamental element of continued stewardship of Batiquitos Lagoon. The Management Plan would include development of a strategic program to manage dredged sand placement to optimize recreational aspects of beach replenishment while reducing rapid migration of sand back into the lagoon. This would both benefit the lagoon health as well as recreational utility of South Carlsbad State Beach at Ponto. Y N ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ 3 III. PROJECT FEASIBILITY AND PLANNING 2. What permits/approvals (federal, state, local, other) will the project require? No regulatory permits would be needed to implement the proposed monitoring program. All survey staff would maintain their Scientific Collector’s Permit. Access to the project site would continue to be coordinated with CDFG, the City of Carlsbad, Carlsbad Police Department, and Leucadia Water District. The Batiquitos Lagoon Management Plan would be subject to review under CEQA. 3. What is the time line for implementation of the project? A timeline of scheduled activities proposed for the Batiquitos Lagoon Monitoring and Management Plan Program is presented on the following page. 4. How will the project be implemented? Identify specific milestones that would be used to measure progress of project implementation and who will be responsible for implementation. The project would be implemented by the Batiquitos Lagoon Foundation under the direction of BLF President Fred Sandquist. The BLF would contract with Merkel & Associates to perform Tasks 1 and 2 in conjunction with BLF volunteer staff, and provide advisory and staffing support for Task 3. All work undertaken by Merkel & Associates would be directed by project manager Rachel Woodfield, who currently manages the Ten-year Monitoring Program at Batiquitos Lagoon, which ends in December 2006. Milestones and deliverables are indicated in the timeline on the following page. Major milestones include the completion of reporting activities as scheduled. Quarterly data summary reports would be prepared to transmit monitoring data collected along with any important analyses and management recommendations relating to maintenance actions. Comprehensive annual reports would then be prepared to provide an analysis the annual data, and comparisons to previously collected data, to provide insights into long-term system change or stability. They would also incorporate summaries of maintenance actions that were taken during the monitoring year. These data would be synthesized into recommended management actions to correct any observed declines in the physical or biological health of Batiquitos Lagoon. Other milestones include the completion of the Batiquitos Lagoon Management Plan as well as annual meetings with the City of Carlsbad, CDFG, and the public to present project status and deliverables. The Batiquitos Lagoon Foundation would assume responsibility for the timely achievement of all milestones and delivery of all listed deliverables. 4 Timeline of Scheduled Activities and Deliverable Milestones The following presents a schedule of activities proposed for the Batiquitos Lagoon Monitoring and Management Plan Program. Year 1 of the program would be initiated promptly following award of grant funds in order to provide continuity with the termination of the present monitoring program in December 2006. The tasks listed in the schedule correspond to tasks listed in the scope of work. Solid bars represent periods of work. Red crosses indicate Deliverables. The activities for Task 3.0 will be conducted as appropriate during the course of each year. The solid bars under Task 3 are positioned to indicate that intensive efforts would be undertaken in Years 2, 4, and 6, with small-scale maintenance only in Years 1, 3, and 5. Actual work would be scheduled throughout the year as dictated by the specifications of each maintenance need. Year 1 Year 2 Year 3 Year 4 Year 5 Year 6TASKQ1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q41.0 MONITORING PROGRAM1.1Physical Monitoring Bathymetric and Beach Monitoring Tidal Monitoring1.2Biological MonitoringAvian SurveysFisheries SamplingVegetation/Habitat Mapping1.3Reporting ProgramQuarterly Summary ReportsAnnual Reports1.4Meetings and CoordinationBLF/M&A/CDFG CoordinationAnnual Public/Agency Meetings2.0 Batiquitos Lagoon Management PlanPreparation of Management Plan3.0 Implementation of Maintenance ActivitiesMaintenance ActivitiesTask Activity Project Milestone / DeliverableMeeting****Bathymetric survey of lagoon inlet onlyScheduled as dictated by dredging 5 IV. APPLICANT INFORMATION AND EXPERIENCE: Individual applicants, please complete items 6 and 10 in this section (Section IV). Organization/Agency applicants, please complete all items in this section. 6. This applicant is a (an): Individual Organization (Non-Profit) Organization (For Profit) Public Agency (State/Local) Other 7 a. Years in Business: 24 b. Number of Employees: 0 (All Volunteer) c. Number of Volunteers: 63 Active; 140+ Members Please see the organizational chart in Attachment B. 8. Names of Officers and Board of Directors: Name: Title: Fred C. Sandquist President & Board Member Dave Robertson Vice President & Board Member Sheila Locko Secretary & Board Member Rick Ransburg Treasurer & Board Member Donald Connors Board Member Paula Kirpalani Board Member Steve Norton Board Member Seth Schulberg Board Member Gary Wayne Board Member 9. What is the purpose or mission of your agency/organization? To preserve, protect and enhance the environmental and aesthetic features of Batiquitos Lagoon Ecological Reserve and associated watershed; To help maintain a year-round tidally flushed lagoon and promote healthy water quality that supports a salt marsh habitat; to promote implementation of a strong monitoring plan that ensures a healthy habitat for plants, fish, birds and other wildlife; to educate the public by promoting awareness of the environmental features and public benefits of the lagoon and wetlands; to work with private individuals or groups and with local, state and federal government agencies to develop programs for ongoing monitoring, continuing conservation and restoration of the lagoon habitat; to preserve land in the lagoon watershed for habitat preservation, watershed management, public access, hiking trails, view point parks, educational interpretive signage, educational opportunities and scientific research; and to solicit donations of funds and properties from public and private sources to carry out these important programs so that the lagoon will be preserved for generations to come. 6 10. Describe applicant's experience in the project area: The Batiquitos Lagoon Foundation (BLF), since its inception in 1982, has had extensive experience over the years in implementing and managing projects associated with the Batiquitos Lagoon Ecological Reserve. BLF has worked to improve habitat quality and the interpretive experience at the lagoon. The Foundation has successfully completed habitat restoration, biological surveys, and removal of exotic vegetation by drawing on the expertise of its board member and volunteers. The Foundation has successfully administered city, county, state, and federal grants involving consultants, subcontractors and purchase of materials. The BLF will be contracting with Merkel & Associates to conduct the monitoring and Management Plan portions of the proposed project. Merkel & Associates (M&A) is a San Diego-based environmental consulting firm specializing in biological resource and regulatory issues in terrestrial, freshwater aquatic and marine environments. Recognized for its expertise in coastal and marine resource issues, the firm has worked extensively on coastal resource assessments, long-term biological monitoring, estuarine construction and dredging projects, and shallow marine habitat management and restoration projects. The firm regularly designs and conducts multi-disciplinary studies of physical, chemical, and biological processes in bays and estuaries throughout California. M&A has unique expertise with investigations, restoration planning and implementation, and performance monitoring of tidal wetland systems. M&A has conducted the Long-Term Biological Monitoring for the Batiquitos Lagoon Enhancement Project for the City of Carlsbad for the length of the program, conducting annual vegetation mapping, quarterly avian monitoring, quarterly fish community sampling, biannual benthic and epibenthic surveys including grain size sediment analyses, and water quality sampling, along with bathymetric mapping. M&A has recently been selected, based on qualifications, to direct the 10-year biological and physical monitoring program at the newly restored Bolsa Chica Lowlands, including biological monitoring, bathymetric analysis, tidal muting studies, and beach profile monitoring for sand bar dredging and beach replenishment effort. A summary of projects that demonstrate the experience of BLF and M&A to conduct the proposed project are attached in Attachment C, along with resumes of key project personnel. 7 V. FINANCIAL RESOURCES/BUDGET All applicants must attach a budget for the proposed project request and a proposed funding schedule. Organization/Agency applicants also provide your organization's most recent audited financial statement. The project budget and proposed funding schedule is provided in Attachment D. The Batiquitos Lagoon Foundation’s financial statements are provided in Attachment E. 11. If other resources/funding will be used, please describe all funding you have already secured for the proposed project and identify the amount, type, and source(s) of all such funds. If no other resources/funding will be used, please so indicate. The Batiquitos Lagoon Foundation will donate a matching contribution to the project in the form of approximately 10,536 hours of volunteer time, valued at $288,600, to offset the cost of this project. This estimated match is indicted in the project budget in Attachment D. 12. Describe all other funding from any source that you have requested for the proposed project and identify the status of such request(s) if applicable. No additional funds have been requested for the proposed project. 13. Describe any previous City funding requested or received (for any project) in the past five years. None. VI. GENERAL COMMENTS/INFORMATION 14. Is there anything else you wish to make the Committee aware of regarding yourself, your organization, or your proposed project? The collaborative project team that has been assembled is comprehensive and designed to ensure project success. To demonstrate our deep commitment to the success of this program, the Batiquitos Lagoon Foundation has committed to provide 10,536 hours of volunteer time to provide match to any funding provided by this grant. The team quality is further enhanced by continuing Merkel and Associates’ involvement beyond their current 10-year monitoring program, which allows us to retain the tremendous knowledge and data base that they have amassed, dramatically increasing our efficiency and success probability. Development of a Batiquitos Lagoon Management Plan will also ensure that critical management actions are identified, based on sound data, to ensure maintenance actions are well designed to protect the lagoon’s health and beauty for future generations. Finally, this project would serve as a model demonstration of how public and private entities can work cooperatively to manage and maintain our very fragile and disappearing wetland habitats. We would welcome an opportunity to meet with you and your committee to answer any questions or provide additional information about this program. 8 Disclosures: These grants may be used in combination with funding from other sources or may be used for projects for which other funds are not available. Project proponents must submit a written application. Project proponents may also be asked to make a presentation to the Committee. The Agricultural Conversion Mitigation Fee Committee will review project proposals and will recommend to the City Council those projects selected for funding. Final approval of funding will require City Council approval. This grant opportunity may or may not be available annually or after the first year, depending upon the number of meritorious proposals, the amount of funds available, and the amount of funds ultimately awarded by City Council. Projects approved for funding in the first year have no expressed or implied guarantee for future funding. The full amount of the available funds may not be disbursed if there are not sufficient meritorious applications. These grants will not be awarded on a first-come/first-serve basis but will be considered according to specific criteria. Any project that is awarded funds will be required to meet agreed-upon milestones. Failure to satisfy the agreed-upon milestones will result in project reconsideration and possible cessation of funding. All documents submitted become the property of the City of Carlsbad. We understand the information above. Yes No Reporting Requirements: Grant recipients will be required to file with the City a report on how the funds were spent annually, or when funds are spent, or at other agreed upon intervals (e.g., upon achievement of a milestone), whichever comes first. Proof of project expenses (i.e., receipts) are required to be held for at least two years (or longer if so specified in the Grant Funding Agreement), during which time the City reserves the right to audit the records. We agree to adhere to the funding and reporting requirements described above. Yes No Other Requirements Grant recipients will be required to recognize on all printed material that the project is funded fully or in part by the City of Carlsbad. Certification: We, the undersigned, do hereby attest that the above information is true and correct to the best of our knowledge. (Two signatures required) ___________________________ President September 29 , 2006 Signature Title Date ___________________________ Board Member September 29 , 2006 Signature Title Date 9 List of Attachments Attachment A – Project Description and Scope of Work Attachment B – Organizational Chart Attachment C – Relevant Project Experience and Key Staff Resumes Attachment D – Project Budget and Proposed Funding Schedule Attachment E – Batiquitos Lagoon Foundation Financial Documents Attachment F – Project Location Map - Batiquitos Lagoon 10 ATTACHMENT A Proposed Project and Scope of Work 11 SECTION II – PROJECT DESCRIPTION AND SCOPE OF WORK BATIQUITOS LAGOON MONITORING AND MANAGEMENT PLAN PROGRAM INTRODUCTION Less than 150 years ago, Batiquitos Lagoon was a thriving tidal system, but, for most of the past century, the lagoon was largely closed to the ocean. Extreme fluctuations in water quality had led to seasonal blooms of algae, offensive odors, and a low diversity of aquatic species. To stop the deterioration of the lagoon, the Port of Los Angeles (Port), City of Carlsbad, California Department of Fish and Game (CDFG) and other agencies signed an agreement whereby the Port would restore Batiquitos Lagoon to mitigate for off-site biological impacts. The Port funded the $60 million restoration, which spanned three years (1994-1996). Work was completed with the permanent mouth opening on December 7, 1996. Since that time the lagoon has matured to provide a rich aesthetic and biological resource to the City of Carlsbad. Although it has been restored, it cannot simply be left alone. Maintenance of the health of the lagoon requires continual human intervention. How to intervene, and to what degree, can only be ascertained through monitoring of the lagoon’s biological and physical status. To date, the biological monitoring has been conducted by Merkel & Associates, under the management of the City of Carlsbad and funded by the Port (Long-Term Biological Monitoring and Pilot Vegetation Program for the Batiquitos Lagoon Enhancement Project). However, the program is drawing to a close in December 2006. No provisions have been made to continue the biological monitoring. Regarding the lagoon’s physical health, very little data has been collected since the restoration. All past reports from the biological monitoring program have identified the most critical need to ensure the health of the lagoon: the initiation of a physical monitoring program to assess the rate of lagoon sedimentation and the resulting alterations of tidal circulation, a need that today remains unmet but even more crucial to address. There is also a need to develop a strategic plan for beach replenishment with the sands dredged by CDFG from the lagoon flood shoal. Sands imported to the lagoon from the coastline are replaced on the beach through maintenance dredging. However, the development of an optimized replenishment strategy to improve sand distribution and reduce early transfer of the sand back into Batiquitos Lagoon would improve both beach recreation at Ponto Beach and lagoon inlet maintenance. Following lagoon enhancement, CDFG assumed responsibility for several aspects of the long-term maintenance of the lagoon, activities primarily funded by interest revenue generated by an endowment established by the Port. These funds are limited and typically exhausted by the expensive task of regular lagoon dredging. However, there are numerous other management tasks that must be picked up by other entities if the lagoon is to maintain its high ecological value and mature as an important recreational amenity within the City. These tasks include trail maintenance, interpretive signage, exotic species removal, completion of a Management Plan, and monitoring the health of the lagoon. Many of these tasks have been undertaken by the Batiquitos Lagoon Foundation (BLF), using volunteer staff. However, the capacity to undertake major work efforts is limited by fiscal resources and the ability to retain necessary specialized expertise. Due to shortfalls in management resources, the imminent conclusion of the existing biological monitoring program, and the dire need for a physical monitoring program, the Batiquitos Lagoon Foundation proposes to work in partnership with CDFG to assist in fulfilling some of these outstanding needs at the lagoon through the Batiquitos Lagoon Monitoring and Management Plan Program. This application for financial assistance is intended to support: 1) The implementation of a 6-year monitoring program; 2) The completion of the lagoon management plan that addresses management issues within the lagoon and those associated with the coastal sand replenishment from the lagoon dredging; 3) Implementation of maintenance activities focused on the enhancement and repair of public access trails and interpretive facilities, removal of trash and exotic species, and revegetation projects. 12 The work would be managed by the BLF, with the fieldwork conducted by Merkel & Associates (the monitoring firm that has completed the last decade of monitoring within the system) and BLF volunteers, in a complementary effort with CDFG and the management tasks it presently undertakes. AGRICULTURAL CONVERSION MITIGATION FEE GRANT ELIGIBILITY The proposed Batiquitos Lagoon Monitoring and Management Plan Program would qualify for Project Type A of the Agricultural Conversion Mitigation Fee Grant Program, which covers “Restoration of the coastal and lagoon environment including but not limited to acquisition, management and/or restoration involving wildlife habitat or open space preservation.” This program involves the monitoring and management of the restoration of a coastal lagoon: Batiquitos Lagoon and development of a lagoon management plan. SCOPE OF WORK TASK 1: MONITORING PROGRAM Task 1.1: Physical Monitoring It is often the case that the biological impacts of the physical deterioration of daily tidal cycles, water quality proper depth, and circulation are not detected through biological monitoring for several years after the decline has already begun. Monitoring these physical processes would allow for early detection of approaching problems, providing enough time to identify, prepare for and initiate a management response as well as provide invaluable insight and data not currently available for the completion of the lagoon Management Plan. Bathymetric and Beach Monitoring To assess the volume and rate of sedimentation input from offshore, San Marcos Creek, Encinitas Creek, surface runoff, and other watershed drainage, bathymetric surveys of the entire lagoon would be conducted once every two years. In the interim years, surveys would focus only on the accumulation of sand within the sand bars in the west and central basins. Beach profile and ebb sand bar monitoring would be conducted two times per year every two years at the mouth of the lagoon. Bathymetric and topographic contour plots would be generated to evaluate accretion and sedimentation patterns, including analysis of the distribution and transfer of beach sand at Ponto Beach at the mouth of the lagoon. Tidal Monitoring A second critical element to maintaining the health of the lagoon monitoring and evaluation of the degree of impact that the accumulated sand bars are having on tidal circulation within the system. Tidal monitoring would provide crucial data to CDFG for maintaining a sand bar dredging schedule and other maintenance activities and document the level of improvement to the system that is associated with various maintenance actions. With each dredge event and in interim years, tidal monitoring would be conducted using continuously recording tide gauges deployed in the west, central and east basins of the lagoon. Collected tidal data would be evaluated to identify the degree of tidal muting occurring in the system and translated into maintenance recommendations. Task 1.2: Biological Monitoring Program The past ten years of intensive biological monitoring has documented the rebirth of the lagoon communities of plants, fish, and birds, providing tremendous insights into the seasonal trends that occur in these populations. This now allows for a much less intensive monitoring program, refined to collect the most pertinent data, using the most effective methodologies. All biological monitoring described below would be conducted using the methodologies and stations from the original monitoring program, allowing for continuity in tracking of trends in the biological communities. Bird Community Monitoring Bird surveys would be conducted quarterly in January, April, July, and October of each year. The surveys would be conducted using the saturation techniques presently used to count all of the birds at the lagoon on the morning of the survey day. Collected data would include survey station, species, count, habitat, and activity to track avian distribution and activity by habitat over time. Fish Communities Fish community monitoring would be conducted once per year in July. Bottom dwelling fish would be sampled using an otter trawl, open water fish sampled using a purse seine, and nearshore fish sampled using a beach seine. Each fish would be identified, measured, and weighed. Water quality data would be collected for a one- 13 month period coinciding with the fish monitoring. Collected data would be reported as catch per unit area with catch being summarized by species richness, density, and biomass. Vegetation/Habitat Mapping One of the most efficient and useful monitoring tools used at Batiquitos Lagoon has been annual aerial photography of the site to map all vegetated and non-vegetated habitats. It is the most rapid and cost-effective means by which to assess vegetation change over such a broad area and employ adaptive management actions if necessary. A single true-color and a series of false-color infrared aerial photographs would be taken every two years during September, at the lowest practical tide to attain the best image of habitats. The images would be scanned and georeferenced using GIS, and the vegetation boundaries digitized, including surface vegetation, invasive species, and eelgrass. After the habitat map was ground-truthed, each habitat acreage and distribution would be presented with vegetation maps and management recommendations within annual project reports. Task 1.3: Reporting Several of the monitoring elements would result in time-sensitive data for which early evaluation and application of information would benefit CDFG and BLF management efforts. For this reason, quarterly data summary reports would be prepared to transmit monitoring data collected along with any important management recommendations relating to maintenance actions. Comprehensive annual reports would then be prepared to provide an analysis the annual data, and comparisons to previously collected data, to provide insights into long- term system change or stability. They would also incorporate summaries of maintenance actions that were taken during the monitoring year. These data would be synthesized into recommended management actions to correct any observed declines in the physical or biological health of Batiquitos Lagoon. The reports would be provided digitally and in hard copy to the City of Carlsbad, and made available to the public at the BLF Nature Center, Carlsbad Public Library, and at the BLF Website. Task 1.4: Annual Meetings and Coordination The Batiquitos Lagoon Foundation would work closely with CDFG throughout the year to integrate monitoring and management actions undertaken by both parities at the lagoon. Additionally, a public meeting would be hosted annually by the Batiquitos Lagoon Foundation, following completion of the annual monitoring report. The meeting would present the current results of the monitoring program, identify emerging management needs, and develop strategies to achieve the management actions through volunteer mobilization and coordination with CDFG and other resource agencies. Additionally, during Years 5 and 6, annual meetings would be used to develop a strategy to address future monitoring needs and identify and secure additional funding sources at the end of this proposed program. TASK 2: BATIQUITOS LAGOON MANAGEMENT PLAN At the present time, there is not a current management plan for Batiquitos Lagoon, nor is there enough data on the physical status of the lagoon to prepare one. CDFG has gathered preliminary materials, but does not have the resources to complete the plan. After the first monitoring year of this proposed program, sufficient data would be available to develop a management plan. The plan would be prepared in the standard CDFG format, include a summary of the resources, identification of maintenance needs, frequency of maintenance, responsible party, and costs of actions such as nesting colony maintenance, predator control, infrastructure upkeep, etc. It would also identify maintenance triggers to ensure appropriate function of the tidal wetlands and to protect infrastructure, as well as an optimized beach replenishment plan. The management plan would follow the standard CDFG, CEQA and public review and comment process, and be further refined over the remaining years of the program to reflect the results of management and maintenance actions taken. TASK 3: IMPLEMENTATION OF MAINTENANCE ACTIVITIES Under this task the BLF would continue to fulfill its role as partner with CDFG in achieving maintenance goals previously identified in the current version of the Batiquitos Lagoon North Shore Restoration Trail Plan and those that emerge as the responsibility of the BLF in the Management Plan. Since some of the property is owned by the Aviara Master Association, the BLF would assume the role of coordinator with them for maintenance activities. These will include exotic species removal, revegetation, trash cleanup, interpretative trail maintenance, and protection of sensitive areas such as the egret rookery. These efforts would be undertaken by BLF volunteers and habitat restoration specialists Kelly and Associates, with funding for supplies, plant materials, and professional services either requested from this grant or other BLF sources or resources. Maintenance achievements would be tracked and reported on in each annual monitoring report (Task 1.3). 14 ATTACHMENT B Organizational Chart 15 BATIQUITOS LAGOON FOUNDATION Board of Directors Officers President Vice-President Secretary Treasurer Committees Strategic Planning Fund-raising/Development Nature Center Volunteer Coordination/Scheduling Education Publicity Newsletter/Website Trail/Restoration Grants Membership Volunteers Batiquitos Lagoon Monitoring and Management Plan Program Fred Sandquist - Program Manager Batiquitos Lagoon Foundation Bonnie Peterson Avian Monitoring Merkel & Associates Keith Merkel Project Manager Merkel & Associates Rachel Woodfield Biological Task Leader Merkel & Associates Dr. Robert Mooney Physical Task Leader Merkel & Associates Kyle Ince Vegetation Monitoring Merkel & Associates Brad Stein GIS/Aerial Photography Merkel & Associates Keith Merkel Management Plan Merkel & Associates Don Rideout Manager and City Liason BLF Volunteer Dr. Anne Spacie and Seth Schulburg Scientific Steering Committee Co-Chairs Batiquitos Lagoon Foundation Cecile Wadely Marine and Beach Studies BLF Volunteer Nancy Anson Water Quality BLF Volunteer Dr. Mona Baumgartel Avian Monitoring BLF Volunteer Dave Robertson Maintenance Task Leader BLF Volunteer Mike Kelly Restoration Specialist Kelly & Associates Support Agreements Bookkeeper Tax Preparer Independent Auditor Land Acquisition Broker Insurance Agent Proposed Project Team: Tim Dillingham Batiquitos Lagoon Manager CDFG 16 ATTACHMENT C Relevant Project Experience and Key Staff Resumes 17 Representative projects conducted by the Batiquitos Lagoon Foundation include: Title: Least Tern Habitat Management and Improvement Dates: 1998 - Ongoing Source of Funds: Hillman Properties & Four Seasons Resort - Aviara Description: Using funding from Hillman Properties and volunteers drawn from the employees of the Four Seasons Resort the Foundation has removed weeds from least tern nesting sites, filled holes, and maintained the perimeter fence, all in an effort to improve nesting success for this endangered species. Under the same program, the BLF has enhanced areas of coastal sage scrub to encourage California Gnatcatcher nesting, and fenced off pickleweed flats to improve nesting success of the Belding’s Savannah sparrow. Title: Batiquitos Lagoon Trail Enhancement Program Dates: June 1995 - 1999 Source of Funds: California Coastal Conservancy Description: This grant was awarded the Foundation and represents a forerunner of the type of grants that came to be routinely issued under the Wetland Recovery Project. This multi-task grant was used to design and purchase interpretive signs for the North Shore Hiking Trail, it funded preparation of an Opportunities and Constraints study of the habitat in and adjacent to the lagoon, and a revegetation plan for the North Shore. Title: West Basin Pampas Grass Eradication Dates: 1999 - Ongoing Source of Funds: U.S. Fish and Wildlife Agency and Hillman Properties Description: The Foundation, using funds from the USFWS, contracted with a licensed herbicide applicator to treat 5 acres of former farmland that was heavily infested with pampas grass. This grant started our invasive removal program around the lagoon. It continues with donation of labor from Hillman Properties and the monthly work of our dedicated "weed whacking" corps of approximately 20 volunteers. Title: Go Now – Restore Now for Tomorrow Restoration Project Dates: June 23, 2003 through February 22, 2005 Source of Funds: Southern California Wetlands Recovery Project, California Coastal Conservancy Small Grants Program Description: Restoration of 1.72 (Gross) 0.86 (net) acres of coastal sage scrub habitat with native plants, and install rope-based trail access restriction fence. The project involved removal of over three tons of biomass material and installation of 800 native plants. Over 75 volunteers supported the on-ground work. The BLF is providing ongoing maintenance to the restored area as part of our overall maintenance program Title: Batiquitos Lagoon North Shore Restoration Trail Plan Date: September 1999 Source of Funds: California Coastal Conservancy Description: This plan focuses on three areas of restoration activities: the eradication and future management of invasive exotic plant species which degrade wildlife habitat quality; the designation of permanent trail locations and consistent trail widths; and the revegetation of areas of exotics removal and previous disturbance with appropriate native plant species. It divides the North Shore Trail up into geographic areas, defines the existing plants in the area (both native and non-native), and provides restoration recommendations including appropriate plant pallets. 18 Representative projects conducted by Merkel & Associates include: • Batiquitos Lagoon Enhancement Project Long-term Biological Monitoring Program and Pilot Vegetation Program – Biological, tidal, and bathymetric monitoring at Batiquitos Lagoon. 1997-2006. • Batiquitos Lagoon Flood Bar Dredging Program – Bathymetric surveys, sediment sampling and testing program for CDFG. 2002 and 2006. • North Ponto Beach Sand Replenishment Project – Beach profiling and grain size analyses. 2001 and 2002. • Batiquitos Lagoon Shoal Management Plan – Analysis of the flood shoal dredging program within Batiquitos Lagoon for CDFG to develop an effective maintenance-dredging program for the lagoon. Prepared with Moffatt and Nichol. 2003. • U.S. Navy, CVN Wildlife Island Long-term Habitat Development Monitoring Program - Bathymetric and biological surveys to document the evolution of a created wildlife island. 2003-2006. • San Francisco Bay, North Basin – Bathymetric monitoring and change analysis is association with a pilot restoration site development study. 2004-2006. • Bolsa Chica Lowlands – Ebb bar bathymetric surveys and coastal process study to evaluate sand transport in the context of beach replenishment and lagoon mouth maintenance. 2006. • Mission Bay Natural Resource Management Plan – Biological and bathymetric surveys. 1988-2005. • Buena Vista Lagoon Restoration Hydrologic Regime Feasibility Study – Conceptual design development and biological analyses. 2002-2003. • Buena Vista Lagoon Preliminary Engineering Program – Biological support and regional analysis of habitat values under various restoration regimes. 2004-2005. • Ports of Long Beach and Los Angeles Biological Baseline Study of San Pedro Bay- Avian, fisheries, kelp and eelgrass monitoring. 2000. • Agua Hedionda Maintenance Dredging and Lagoon Rehabilitation Program – Environmental, permitting, construction monitoring, habitat restoration, mitigation monitoring. 1997-2006. • Famosa Slough Tidal Muting Study and Restoration Impacts Assessment – Evaluation of tidal muting using deployed instruments and numeric modeling to evaluate the effects of restoration work on tidal inundation and vegetation response. • Southern California Dredge Scar Recolonization Study – Statistically robust fish and benthic community post- dredge recovery studies. 2003-2006. Resumes of key staff for the proposed project are included on the following pages: Program Manager – Fred Sandquist, Batiquitos Lagoon Foundation Scientific Steering Committee Chair – Anne Spacie, Batiquitos Lagoon Foundation Project Manager and Management Plan Task Leader – Keith Merkel, Merkel & Associates Biological Monitoring Task Leader – Rachel Woodfield, Merkel & Associates Physical Monitoring Task Leader – Robert Mooney, Merkel & Associates 19 Resume Summary Fred C. Sandquist 6408 Crossbill Court Carlsbad, California 92011 Tel: (760) 918-2408 Email: sandquist2@earthlink.net • Board Member and President of The Batiquitos Lagoon Foundation, Carlsbad, CA • Board Member, San Diego Conservation Resources Network (SD CRN); member of Global Information System (GIS) and Web page Development Committees • Appointed member of City of Carlsbad’s Proposition C Open Space and Trails Ad Hoc Citizens Advisory Committee • Member of Carlsbad Watershed Network (CWN); member of Technology and Educational Outreach Committees • Former Board Member and Vice President, Poinsettia Homeowners Association • A Volunteer, Carlsbad Senior Center in their Computer Laboratory • Guest Lecturer in Computer Science and Systems Analysis, Miami University, Oxford, Ohio; lead and grade student teams during their senior Capstone course projects • Former Volunteer Park Ranger, State of Maryland, Department of Natural Resources • Retired Executive from U.S. Social Security Administration, Baltimore, Maryland after 30 years (Director, Systems Engineering; Director, Office of Information Systems Development) • Retired Commander, U.S. Naval Reserve - 20+ years (Naval Security Group Cryptologist (held Naval Security Group Top Secret/Crypto/SCI security clearance) and Line Officer - Destroyers) • Former CEO and Treasurer of Centari, Inc., Gaithersburg, Maryland (consulting in Leadership Development) • Former Deputy Director, Navy Tri-Service Medical Information System Office, Bethesda, Maryland (Bureau of Medicine and Surgery/Naval Medical Command) • Former Consultant, Bradford Computer and Systems, Rockville, Maryland (Trident Submarine Program) • Former Product Manager, Control Data Corporation, Arlington, Virginia (Professional Services Division (Information Systems Development, Construction Management) • Education: Master of Science (1972), Technology of Management, The American University, Washington, DC; BS in Applied Science (1966), Miami University, Oxford Ohio; Doctor of Science graduate work, Medical Engineering, The George Washington University, Washington, DC • Married to Sandra Lee Sandquist with a son Eric (Associate Professor, in Astrophysics, San Diego State University) and Daughter, Kristin (lives with her husband in Boulder, Colorado) 20 ANNE SPACIE 1942 Swallow Ln Carlsbad, CA 92009 Telephone: 760-918-9302 aspacie@sbcglobal.net Dr. Spacie retired in 2005 as Professor Emerita of Fisheries and Aquatic Science in the Department of Forestry and Natural Resources at Purdue University. She has 30 years of experience in aquatic resource management, environmental education, and water quality assessment. Prof. Spacie coordinated the aquatic monitoring of Purdue’s 90 sq. mile experimental watershed for more than a decade. This research led to new insight on the cumulative effects of watershed urbanization on downstream hydrology and fisheries. She co-edited the book Biological Monitoring of Aquatic Systems in 1994. As an educator, she taught courses in limnology, ichthyology, watershed management, field techniques, marine biology, and global environmental change. Her research interests include freshwater and coastal community ecology, ecotoxicology, and watershed management. Education Ph.D. Purdue University, 1975, in limnology. M.S. University of California at San Diego, Scripps Institution of Oceanography, 1969, in marine chemistry. A.B. Mount Holyoke College, 1967, magna cum laude in chemistry, Professional Experience 2006 - Consultant, Mendocino County Water Agency, on the Noyo/Big River Integrated Coastal Watershed Management Plan. 1992-2005. Professor, Department of Forestry and Natural Resources, Purdue University. 1993 Visiting scientist, U.S. EPA National Water Research Laboratory, Duluth, MN. 1981-1992 Associate Professor, Purdue University. 1984-1985 Alexander von Humboldt Research Fellowship, Department of Ecological Chemistry and Geochemistry, Bayreuth University, Germany. 1975-1981 Assistant Professor, Department of Forestry and Natural Resources, Purdue University. 1969-1974 Project Leader, Aquatic Toxicology, Aquatic Environmental Sciences Group, Union Carbide Corporation, Tarrytown, New York. Professional Certifications: Fisheries Scientist No. 1223, (American Fisheries Society). PADI Dive Master and Assistant Instructor (Professional Assoc.of Dive Instructors). Recent Publications Guenther, C. B., and A. Spacie. 2006. Changes in fish assemblage structure upstream of impoundments within the Upper Wabash River Basin, Indiana. Trans. Am. Fisheries Soc. 135:570-583. Lauer, T., and A. Spacie. 2004. Space as a limiting resource in freshwater systems: competition between zebra mussels (Dreissena polymorpha) and freshwater sponges (Porifera). Hydrobiologia. 517:137-145. Lauer, T., and A. Spacie. 2004. An association between freshwater sponges and the zebra mussel in a southern Lake Michigan harbor. Journal of Freshwater Ecology. 19: 631-637. Wang, H., M. Hondzo, C. Xu, V. Poole, and A. Spacie. 2003. Dissolved oxygen dynamics of streams draining an urbanized and an agricultural catchment. Ecological Modeling. 160:145-161. Myers-Kinzie, M., A. Spacie, C. Rich, and M. Doyle. 2002. Relationship of unionid mussel occurrence to channel stability in urban streams. Verh. Internat. Verein. Limnologie 28:1-5. 21 Lauer, T.E., A. Spacie, and D.K. Barnes. 2001. The distribution and habitat preferences of freshwater sponges (Porifera) in four southern Lake Michigan harbors. American Midland Naturalist. 146(2):243-253. Myers-Kinzie, M.L., S.P. Wente, and A. Spacie. 2001. Occurrence and distribution of freshwater mussels in small streams of Tippecanoe County, Indiana. Proceed. Indiana Acad. Sci. 110:141-150.2001. Spacie, A., J. Harbor, B. Engel, and M. Hondzo. 2001. Development and evaluation of ecosystem indicators for urbanizing Midwestern watersheds. Completion Report. U.S. Environmental Protection Agency. NCERQA, STAR Program. Harbor, J., S. Tatalovich, R. Turco, Z, Reicher, A, Spacie, and V. Poole. 2001. Using constructed wetlands to reduce nonpoint source pollution in urban areas. National Conference on Tools for Urban Water Resource Management & Protection, Environmental Protection Agency, Conference Proceedings Fisher, B.E., S.P. Wente, T.P. Simon, and A. Spacie. 1998 (appeared in 2001) The fishes of Tippecanoe County, Indiana. Proceed. Indiana Acad. Sci. 107:151-166.). Doyle, M.W., J.M. Harbor, C.F. Rich, and A. Spacie. 2000. Examining the effects of urbanization on streams using indicators of geomorphic stability. Physical Geography. 21:155-181 Lauer, T.E., and A. Spacie. 2000. The effects of sponge (Porifera) biofouling on zebra mussel (Dreissena polymorpha) fitness: reduction of glycogen, tissue loss, and mortality. J. Freshwater Ecology. 15(1):83- 92. Lauer, T.E., D. Barnes, A. Ricciardi, and A. Spacie. 1999. Evidence of recruitment inhibition of zebra mussels (Dreissena polymorpha) by a freshwater bryozoan (Lophopodella carteri). J. North American Benthological Society 18(3): 406-413 Kosian, P.A., E.A. Makynen, P.D. Monson, D.R. Mount, A. Spacie, O.G. Mekenyan, and G.T. Ankley. 1998. Application of toxicity-based fractionation techniques and structure-activity relationship models for the identification of phototoxic polycyclic aromatic hydrocarbons in sediment pore water. Environmental Toxicology and Chemistry 17(6):1021-1033 Lauer, T., and A. Spacie. 1996. New records of freshwater sponges (Porifera) for southern Lake Michigan. J. Great Lakes Research. 22: 77-82. Waller, W.T., L.P. Ammann, W.J. Birge, K.L. Dickson, P.B. Dorn, N.E. LeBlanc, D.I. Mount, B.R. Parkhurst, H.R. Preston, S.C. Schimmel, A. Spacie, and G.B. Thursby. 1996. Predicting instream effects from WET tests. pp. 271-286. in: Whole Effluent Toxicity. Lauer, T., and A. Spacie. 1996. New records of freshwater sponges (Porifera) for southern Lake Michigan. J. Great Lakes Research 22: 77-82. Spacie, A., L.S. McCarty, and G.M. Rand. 1995. Bioaccumulation in multiphase systems. in: Fundamentals of Aquatic Toxicology. G. Rand (ed.). Taylor and Francis Publ. Washington DC. pp. 493-522. Loeb, S.A., and A. Spacie (eds.). 1994. Biological Monitoring of Aquatic Systems. Lewis Publ., Chelsea, MI. 381 pp. Spacie, A. 1994. Interactions of organic pollutants with inorganic solid phases: are they important to bioavailability? pp. 73-82 in: J.L. Hamelink, P.F. Landrum, H.L. Bergman, and W.H. Benson (eds.) Bioavailability: Physical, Chemical, and Biological Interactions. Lewis Publ., Chelsea, MI. 22 Merkel & Associates, Inc. KEITH W. MERKEL PROFESSIONAL HISTORY Principal Consultant, Merkel & Associates, Inc. 1994-present. Currently providing biological services to a host of public and private clients including the Agua Hedionda Lagoon Foundation, City of Carlsbad, City of San Diego, the City of Vista, Port of San Diego, Port of Oakland, Port of Los Angeles, and the U.S. Navy. Chief Ecologist and Corporate Officer, Pacific Southwest Biological Services, Inc. 1985-1994. Principal responsible for biological consulting division and management of regional-scale project for the firm. Mr. Merkel has coordinated, conducted or assisted in ecological and zoological work on over 2,500 biological investigations in California Arizona, Washington Oregon and Alaska. Tuolumne River Fisheries Research Team, Environmental Impact Planning, Corp. 1984. Work included extensive monitoring of riverine habitats, fish populations, fisheries microhabitat utilization, and in-stream flow measurements. Assisted in modeling of hydro-project impacts on fisheries for FERC licensing. RECENT EXPERIENCE Mr. Merkel has over 23 years of professional experience and has coordinated, conducted, or assisted in over 3,500 biological investigations performed for a broad range of public and private clients. He has directed biological investigations, managed numerous subconsultants, and designed and implemented marine resource assessment programs or coastal habitat restoration monitoring projects in nearly every coastal bay and estuary system from the U.S./Mexican Border to Morro Bay, in addition to systems in central and northern California, Oregon, Washington, and Alaska. Mr. Merkel is a hands-on principal with a strong command of multiple technical disciplines, including marine ecology, coastal processes, wetland hydrology and hydraulics, geomorphology, sediment chemistry, study design, habitat restoration, and ecological system evolution. He is recognized for his ability to apply field observations of natural systems and ecological principals to habitat enhancement and restoration programs and has a national reputation for seagrass habitat restoration and management. He has served as program manager and senior scientist for such projects as the Batiquitos Lagoon Enhancement Project Long-term Monitoring Program, the Marine Resources Inventory and Eelgrass Survey for Mission Bay, Huntington Beach Wetlands Restoration Plan, Buena Vista Lagoon Restoration Feasibility Study, Oakland Middle Harbor Enhancement Project, San Francisco Bay Bay-wide Eelgrass Inventory and Ecological Investigations, the Famosa Slough Enhancement Plan, final design and engineering of the Bolsa Chica Lowlands Restoration Project, Malibu Lagoon Enhancement Plan and nearly fifty other coastal marina and/or wetland habitat restoration projects. Mr. Merkel has designed or been key in the development of nearly all coastal monitoring efforts undertaken by M&A. These projects include assessment of elements such as bathymetry, tidal muting, water quality, fisheries, birds, vegetation restoration, soils, and habitat development through aerial imagery interpretation. He is known for his ability to find creative solutions to logistical and technical complications that often arise when attempting to monitor and interpret ecological patterns and change. He also is often able 23 provide insightful suggestions on ways to improve an on-going monitoring program by re-focusing resources from less productive efforts to address unanticipated monitoring needs. Mr. Merkel is extremely knowledgeable about physical processes in coastal wetlands. His understanding of the physical evolution of coastal wetlands has been invaluable in assessing the health and ecological and physical condition for projects such as San Mateo Lagoon Bathymetric Profiling, Navy CVN Enhancement Island Monitoring in San Diego Bay, Agua Hedionda Lagoon Rehabilitation Project, North Basin San Francisco Bay, and Batiquitos Lagoon. Mr. Merkel is well respected in the biological and regulatory community. On the basis of nominations by the U.S. Army Corps of Engineers, Waterways Experiment Station (WES), Mr. Merkel has served as a technical advisor to the National Academy of Sciences/National Research Council’s Committee on the Role of Technology in Marine Habitat Protection and Enhancement. In addition, he has worked with state and federal resource and regulatory agencies in the development of resource management and mitigation policies. Over the past many years, Mr. Merkel has authored numerous papers and spoken at several national conferences on the topic of ecological impact assessment and marine habitat restoration. Included among the works are such applicable titles as “Flood Tide Delta Formation, Evolution, and Influence within Restored Tidal Wetland Systems” (2003), and “Non-linear Habitat Evolution Following Restoration of Coastal Marine Habitats” (2002). Mr. Merkel is a Corps of Engineers identified wetland delineation instructor, and is an active member of the Society of Wetland Scientists and Association of State Wetland Managers. EDUCATION 1986-1992, San Diego State University, San Diego, California Graduate studies: Ecology 1985, Oregon State University, Corvallis, Oregon Discipline: B.S. degree in Biology Emphasis: Ecology and Aquatic Biology PROFESSIONAL CERTIFICATIONS • California Department of Fish and Game, Scientific Collecting Permit. 1986-present. (invertebrates, fish, amphibians, reptiles, mammals) • California Department of Fish and Game, Memorandum of Understanding for handling of the Pacific Pocket Mouse, San Joaquin Pocket Mouse, Los Angeles Pocket Mouse, Arroyo Chub • Endangered Species Act, Section 10(a) survey permit for California Gnatcatcher • FICWD wetland delineation • IFIM hydrologic profiling qualified • Army Corps of Engineers identified wetlands delineation instructor 24 Merkel & Associates, Inc. RACHEL A. WOODFIELD PROFESSIONAL HISTORY Senior Biologist, Merkel & Associates, Inc., San Diego, California. June 1996-present. Ms. Woodfield's duties include project management, project permitting, research and report preparation, study design and data analysis, biological surveys, habitat restoration and monitoring, and technical and field assistance. Ms. Woodfield is currently the program manager for the rapid response eradication effort to control the spread of the invasive green alga Caulerpa taxifolia in two coastal southern California lagoons. Much of the work Ms. Woodfield has performed has been in cooperation with state and federal agencies or funded through state and federal grant programs. RECENT EXPERIENCE Ms. Woodfield is a marine biologist with 11 years of professional field biological experience in California and is a Senior Biologist at M&A. Her work has focused largely on coastal wetland habitat assessment and monitoring, avian studies, estuarine fish populations, eelgrass habitats, marine seaweeds, and invasive marine species ecology. Ms. Woodfield serves as project manager for many large, long-term biological monitoring projects at M&A. She currently serves as project manager for the 10-year Batiquitos Lagoon Long-term Biological Monitoring and Pilot Vegetation Program. Her work includes all aspects of the program including quarterly fisheries, avian, benthic, and water quality monitoring, annual soils and vegetation monitoring (through aerial photography and field transect studies), data management and analysis (using an integrated database and multivariate spatial and relational data analyzer), report preparation, invoicing management, and field and client coordination. She also manages M&A’s second 5-year as-needed services contract with the U.S. Navy, directing work on over 37 delivery orders for marine biological survey and assessment work including avian, kelp, fish, eelgrass, and water quality studies. Ms. Woodfield managed the avian, macroalgae, and eelgrass tasks of the year-long Biological Baseline Study of San Pedro Bay in 2000. Her duties included team coordination, field surveys, data management, and reporting. Ms. Woodfield is most well recognized for her management of the $6 million successful effort to eradicate the exotic invasive alga, Caulerpa taxifolia, from two infested bays in southern California. She coordinates and participates in numerous aspects of the Southern California Caulerpa Eradication Program, including agency presentations, permitting, data management, surveillance and treatment, research and development, field studies, outreach, media relations, and reporting. She has spoken at numerous scientific conferences and is regularly invited to speak to the scientific and governmental community on C. taxifolia and the issue of invasive marine seaweeds. She is highly experienced in managing and analyzing large data sets in support of these projects. These and other large projects have also cultivated her exceptional logistical skills that have been crucial for organizing and mobilizing large field operations, often over great distances, with large crews and a great deal of equipment. Ms. Woodfield is an avid birder and regularly conducts both general and focused-species avian surveys. Not only highly capable of rapid avian identification and enumeration, she is also skilled at coordinating large teams to survey expansive areas through careful planning, tracking potential double-counts, and 25 managing and interpreting massive datasets to assess trends over time, often to detect the ecological impacts of successful or failing habitat restoration efforts. With two other birders she organized and conducted the twice-monthly bird census of all avian resources in Los Angeles and Long Beach Harbors, covering an area of 7,700 acres over a two-day period. She also coordinates a team of 7 ornithologists for quarterly, 2-day, bird surveys of the 650-acre Batiquitos Lagoon as part of the monitoring program, as well as focused surveys for Belding’s Savannah sparrows twice during nesting season of each monitoring year. She has also conducted several assessments of nesting Belding’s Savannah sparrows at Bolsa Chica during the recent construction period. She leads the 5-year avian monitoring of an enhancement island constructed by the U.S. Navy in San Diego Bay, conducted three times per year, during night and daytime, to assess the use of created habitat in comparison to control areas. She also conducted a multi-season avian study of a restored marsh in comparison to a native marsh in San Francisco Bay. Ms. Woodfield manages a large digital database to catalog and analyze all avian data collected for large M&A projects. Ms. Woodfield is also highly experienced in fish community assessments and monitoring in coastal wetlands, providing logistical, taxonomic, and analytical skills for M&A projects. She coordinates and participates in all fish monitoring activities at Batiquitos Lagoon, from mobilization to data presentation. She managed a three-year study of the fish communities of south San Diego Bay using 6 gear types including purse seine, otter trawl, and beach seines. She currently directs annual fish community monitoring at the Navy’s enhancement island in San Diego Bay. In San Francisco Bay, she designed and conducted a habitat utilization study of fish populations, in conjunction with M&A’s bay-wide assessment of eelgrass community composition and distribution. She recently completed an assessment of the fish resources in the vicinity of Interstate 5 at San Elijo, Batiquitos, and Agua Hedionda lagoons in support of a highway-widening project. She has also supported fish community monitoring in the Ports of Los Angeles, Long Beach, offshore of Newport Beach, and at San Clemente Island. Ms. Woodfield is a hands-on manager, working regularly in the field, is an expert boat handler, and operates a wide range of survey equipment including deployed and tended water quality meters, sidescan and single-beam sonar, underwater photography equipment, and numerous sampling tools such as seines, trawls, and invertebrate grab samplers. Ms. Woodfield shows a deep commitment to all of her projects and strives to successfully complete her projects in the most efficient and cost-effective manner possible, while maintaining a very high standard of quality. EDUCATION 1995, University of California at Santa Barbara, Santa Barbara, California Discipline: B.A. degree in Biological Sciences; emphasis in marine biology CERTIFICATIONS • PADI certified SCUBA Diver • Certified Caulerpa Surveyor • CDFG Scientific Collector’s Permit • CDFG, MOU for Birds and Mammals (Merkel & Associates, Inc.). Authorized to assist with surveys for the California Gnatcatcher (June 2001 to present). • USFWS, ESA, Section 10(a)(1)(A) permit #797999-06. Authorized to assist with surveys for the California Gnatcatcher (Polioptila californica) (January 1999 to present). 26 • USFWS, ESA, Section 10(a)(1)(A) permit #797999-06. Authorized to assist with surveys for California least tern and western snowy plover (2006). PUBLICATIONS Jousson, O., Pawlowski, J., Zaninetti, L., Zechman, F., Dini, F., Di Guiseppe, G., Woodfield, R., Millar, A., and Meinesz, A. 2002. Invasive alga reaches California. Nature 408:157-158. Silva, P., Woodfield, R., Cohen, A., Harris, L., and Goddard, J. 2002. First Report of the Asian kelp Undaria pinnatifida in the northeastern Pacific Ocean. Biological Invasions 4; 333-338. Anderson, L., Tan, W., Woodfield, R., Mooney, R., and Merkel, K. 2005. Use of Sediment Bioassays to Verify Efficacy of Caulerpa taxifolia Eradication Treatments. Journal of Aquatic Plant Management 43:1-9. 27 Merkel & Associates, Inc. ROBERT C. MOONEY PROFESSIONAL HISTORY Senior Research Scientist, Merkel & Associates, Inc., San Diego, California. July 2000-Present. As a Senior Research Scientist at M&A, Dr. Mooney’s duties include project management, bathymetric studies, marine bottom and sub-bottom profiling, eelgrass monitoring, marine algae identification and monitoring, experimental design, sampling design, data analysis, marine fish and invertebrate surveys, eradication of the invasive algae, Caulerpa taxifolia, and preparation of technical documents for both public and private entities. Associate Faculty, MiraCosta Community College, Oceanside, California. June 2002-Present. Dr. Mooney is an associate faculty member with the Department of Biology at MiraCosta Community College. His primary duty is teaching introductory biology although he is also retained for teaching ecology and environmental science. Centre for Applied Conservation Biology, Vancouver, British Columbia. 1998. Dr. Mooney was responsible for data compilation and analysis in to generate model parameters for the Forestry Computer Simulation Model (SIMFOR). The program models the long-term effects of forest practices on wildlife communities. Teaching Assistant, University of British Columbia, Vancouver, British Columbia. 1995-1998. Dr. Mooney has taught undergraduate and graduate students in a variety of topics including: biostatistics, research methods, sampling design, wildlife management, and vertebrate taxonomy. RECENT EXPERIENCE Dr. Mooney has over 12 years of experience studying and mapping coastal marine resources. His recent work has focused on large scale physical and biological monitoring. He was involved in the design and implementation of an ecological monitoring and assessment program currently under way to document the post-dredging recovery of benthic and epibenthic fish and invertebrate communities in San Diego Bay. Dr. Mooney has conducted several large-scale mapping efforts, including bay-wide eelgrass mapping for San Francisco Bay and San Diego Bay. He is currently mapping marine habitats in each bay and harbor in southern California and assessing their invasibility by non-native species such as Caulerpa taxifolia. At M&A, Dr. Mooney generally serves as research team leader, responsible for study design, logistics and mobilization, operating and maintaining all instrumentation and survey equipment, and integrating collected data inputs into time-synchronized and geographically referenced data sets. He continually seeks innovative improvements to the quality and efficiency of data collection. He regularly works with bathymetric survey instrumentation, sidescan sonar, sub-bottom profilers, and towed video to map marine substrates and habitats. Dr. Mooney is highly competent at finding creative solutions to complex data collection problems. He designed and implemented a towed equipment array to sample multiple water quality parameters (temperature, turbidity, PAR, salinity, and DO), and water depth within a GIS database. This required integrating a GPS with three other sampling devices and capturing their outputs in real time to a single spreadsheet. Dr. Mooney then incorporated these data into a spatially explicit model to determine the potential impacts of power plant cooling water on the biological and physical regime of south San Diego Bay. 28 In addition to his proficiency designing and using equipment for his own projects, Dr. Mooney works well in a team environment. He is often called upon to assist with projects with complex management requirements. For instance, he was instrumental in bringing together multiple data sources from team members to produce a habitat model for eelgrass in San Franscisco Bay. The model required inputs from historical weather data, modeled hydrodynamic data, sediment data, bathymetry, and photosynthetically active radiation (PAR). The PAR data were gathered from devices that Dr. Mooney designed and built. Dr. Mooney has excellent sampling design and data analysis skills. He understands the theory behind various sampling techniques and uses this information to effectively sample different organisms at a variety of temporal and spatial scales. He is trained in the use of both univariate and multivariate statistical techniques. Mr. Mooney has been called upon to utilize his expertise as a member of numerous research teams, as a guest lecturer for Boston University, and as an associate faculty member at MiraCosta College. He is proficient at data management and has used a variety of statistical programs to analyze and present complex data sets to scientists and laypersons. Dr. Mooney believes that taking an ecosystem approach to scientific investigations often prevents the misinterpretation of data that occurs with single species study. Dr. Mooney completed his doctoral dissertation at the University of British Columbia on managing commercial harvest impacts to improve kelp habitat and the vigor of urchins harvested in the commercial fishery. His academic background in management of harvested species makes him a uniquely qualified member of the M&A team to assess the status of sensitive species use of evolving habitats. Dr. Mooney has often been called upon to utilize his statistical expertise as a member of numerous research teams. EDUCATION Ph.D., Conservation Biology, University of British Columbia, 2001. B.Sc. (Magna cum laude), Biological Sciences, California State Polytechnic University, Pomona, 1994. SKILLS, AFFILIATIONS, & CERTIFICATIONS • Naui certified SCUBA Diver • University of British Columbia scientific diver training (includes rescue and first aid) • Underwater and wildlife photography • Advanced Health, CPR / first aid training • Wildlife telemetry • Bathymetric profiling and change analyses • Side-scan sonar surveillance • Underwater towed camera operation • Acoustic doppler water current use 29 ATTACHMENT D Project Budget and Proposed Funding Schedule TOTALTotal Other Total Other Total Other Total Other Total Other Total OtherLabor Direct Labor Direct Labor Direct Labor Direct Labor Direct Labor DirectCosts Costs Costs Costs Costs CostsKEY TASK ACTIVITIES($)($)($)($)($)($)($)($)($)($)($)($)1.0 MONITORING PROGRAM1.1 Physical Monitoring1.1.1 Bathymetric and Beach Monitoring$5,776 $1,360 $7,374 $2,060 $5,776 $1,360 $7,374 $2,060 $5,776 $1,360 $7,374 $2,060$49,7101.1.2 Tidal Monitoring$8,367 $3,210 $5,410 $1,590 $5,410 $1,590 $5,410 $1,590 $7,007 $2,910 $5,410 $1,590$49,4941.2 Biological Monitoring1.2.1 Avian Surveys$35,888 $300 $35,888 $300 $35,888 $300 $35,888 $300 $35,888 $300 $35,888 $300$217,1281.2.2 Fisheries Sampling$13,514 $1,960 $13,514 $1,960 $13,514 $1,960 $13,514 $1,960 $13,514 $1,960 $13,514 $1,960$92,8441.2.3 Vegetation/Habitat Mapping$0$0 $8,065 $4,130 $0$0 $8,065 $4,130 $0$0 $8,065 $4,130$36,5851.3 Reporting Program1.3.1 Quarterly Summary Reports$8,728 $400 $8,346 $400 $8,346 $400 $8,346 $400 $8,346 $400 $8,346 $400$52,8581.3.2 Annual Report$13,208 $600 $14,354 $600 $13,208 $600 $14,354 $600 $14,334 $600 $17,604 $600$90,6621.4 Meetings and Coordination1.4.1 BLF/M&A/CDFG Coordination$1,990 $140 $3,346 $140 $1,990 $140 $1,990 $140 $1,990 $140 $4,248 $390$16,6441.4.2 Annual Agency/Public Meetings$2,223 $80 $2,223 $80 $2,223 $80 $2,223 $80 $2,223 $80 $2,223 $80$13,8182.0 BATIQUITOS MANAGEMENT PLAN2.1 Preparation of Management Plan$0$0 $23,220 $500 $2,272 $0 $2,272 $0 $2,272 $0 $4,544 $0$35,0803.0 IMPLEMENTATION OF MAINTENANCE ACTIVITIES3.1 Maintenance Activities$0 $3,000 $0 $15,000 $0 $3,000 $0 $15,000 $0 $3,000 $0 $15,000$54,0004.0 PROJECT ADMINISTRATION4.1 Contract Administration/Operational Overhead$2,009 $9,637 $1,265 $9,637 $1,265 $9,637 $1,265 $9,637 $1,265 $9,637 $1,265 $9,637$66,1564.2 BLF Volunteer Training and Coordination$935$0$935$0$935$0$935$0$935$0$935$0$5,610SUBTOTALS$92,638 $20,687 $123,940 $36,397 $90,827 $19,067 $101,636 $35,897 $93,550 $20,387 $109,416 $36,147ANNUAL TOTAL FUNDS REQUESTED$780,589MATCHING LABOR CONTRIBUTION BY BLF VOLUNTEERS$288,600$40,224 $58,256 $40,224 $58,256$40,224 $51,416$113,325 $160,337 $109,894YEAR 1YEAR 3YEAR 2YEAR 4$137,533PROJECT COST ESTIMATEBatiquitos Lagoon Monitoring and Management Plan ProgramBatiquitos Lagoon FoundationYEAR 6$145,563YEAR 5$113,937September 29, 2006 31 PROPOSED FUNDING SCHEDULE Funding would be requested by the end of each project quarter, in order to minimize the amount of expense carried by the Batiquitos Lagoon Foundation at any given time. For the purposes of preparing a funding schedule, it has been assumed that the project would be initiated on January 1 of a given year. The schedule could be shifted and specific years assigned once the timing of the project is determined. Period Date Funded Amount Funded Cummulative Funding Year 1 Quarter 1 March 31, Year 1 $28,331 $28,331 Quarter 2 June 30, Year 1 $28,331 $56,662 Quarter 3 September 30, Year 1 $28,331 $84,993 Quarter 4 December 31, Year 1 $28,332 $113,325 Year 2 Quarter 1 March 31, Year 2 $40,084 $153,409 Quarter 2 June 30, Year 2 $40,084 $193,493 Quarter 3 September 30, Year 2 $40,084 $233,577 Quarter 4 December 31, Year 2 $40,085 $273,662 Year 3 Quarter 1 March 31, Year 3 $27,473 $301,135 Quarter 2 June 30, Year 3 $27,473 $328,608 Quarter 3 September 30, Year 3 $27,473 $356,081 Quarter 4 December 31, Year 3 $27,475 $383,556 Year 4 Quarter 1 March 31, Year 4 $34,383 $417,939 Quarter 2 June 30, Year 4 $34,383 $452,322 Quarter 3 September 30, Year 4 $34,383 $486,705 Quarter 4 December 31, Year 4 $34,384 $521,089 Year 5 Quarter 1 March 31, Year 5 $28,484 $549,573 Quarter 2 June 30, Year 5 $28,484 $578,057 Quarter 3 September 30, Year 5 $28,484 $606,541 Quarter 4 December 31, Year 5 $28,485 $635,026 Year 6 Quarter 1 March 31, Year 6 $36,391 $671,417 Quarter 2 June 30, Year 6 $36,391 $707,808 Quarter 3 September 30, Year 6 $36,391 $744,199 Quarter 4 December 31, Year 6 $36,390 $780,589 32 ATTACHMENT E Batiquitos Lagoon Foundation Financial Statements 40 ATTACHMENT F Project Location – Batiquitos Lagoon 41