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Example Restoration Plan

Introduction

The restoration plan presented here is an example for the purposes of this report, and is designed as a generic template. It is theoretical in nature and does not refer to a specific Garry oak site. In real situations, more information would be added to this plan, and much of it modified, depending on the type of ecosystem and needs of a particular restoration project. Under some headings, we have provided text examples.

Bullets represent key considerations for various sections. This plan does not contain figures (photographs or maps), but suggests appropriate places where they could be included. These places are noted as Fig. or as Figs. where more than one figure would be appropriate.

Template for a Restoration Plan

Introduction

  • provide an overview of your project and the key components of your Restoration Plan.
  • if this a proposal for funding, list other sources that you have applied to, or that are providing financial or volunteer assistance
Project Rationale

  • provide as many details as possible on why this project deserves to be undertaken and funded; although we didn't use references from the literature here, important project-related references should be included as support for your project. We have noted where references would be appropriate by using (ref.).
Example:

Garry oak ecosystems are one of the most endangered ecosystems in British Columbia and Canada (ref.) and, as a result, have a high priority for ecological restoration work (ref.). Since European settlement, all provincial Garry oak ecosystems have been negatively impacted to some degree and many have been lost (ref.). Our proposed site for ecological restoration on Blanshard Island has had relatively less disturbance than many other sites, but will benefit greatly from the proposed restoration work.

Site Description

  • the site description should provide available and up-to-date information on the target site. Some characteristics to consider include thorough descriptions of the vegetation (describing communities and key plant species), BEC subzone and site series, general to specific wildlife values, species of concern, aquatic values and hydrology, and general comments on geology and climate.
  • include a series of overview photographs showing the major features along with an aerial photograph of the site; photographs used later in the plan can be referred to here as well.
  • include a site map showing the location and relevant site features.
Example:

Our proposed restoration activities will be completed in a Garry oak (Quercus garryana) ecosystem on Blanshard Island north east of Victoria (in a complete plan, a map showing the location and relevant features of the site would be included here as Figure 1). The site is a complex of rock outcrops, cliffs, and gullies, with Garry oak and associated communities dominant on the more exposed and drier sites. The total area of the site is approximately 100 hectares. The underlying rock is principally sandstone. The site is generally south facing and surrounded on three sides by a forest mosaic comprised principally of Douglas-fir (Pseudotsuga menziesii) and arbutus (Arbutus menziesii). The south side of the stand lies along the shoreline of Puffin Bay.

Two broad-based Garry oak-associated plant communities have been identified for this site and are the focus of our restoration activities. These communities are:
  1. Open moss-dominated communities (Figs.). These communities are found on rock outcrops characterized by extremely dry conditions and shallow, poorly developed soils. Characteristic plant species are mosses, including frayed-cap mosses (Racomitrium spp.), and hair-caps (Polytrichum piliferum and P. juniperinum), introduced grasses, including early hairgrass (Aira praecox), dogtail bristlegrass (Cynosurus echinatus), and sweet vernal grass (Anthoxanthum odoratum), and the forb, Wallace's selaginella (Selaginella wallacei).
  2. Garry oak woodland communities (Figs.). These communities are found on more mesic sites of deeper, well developed soils, often adjacent to or admixed with the moss-dominated outcrop communities. Mature Garry oaks range on average from 8 to 13m in height, and their canopy ranges from 40% to 75% cover. The understory is dominated by grass species, including the native species (Elymus glaucus), brome (Bromus sp.), and Idaho fescue (Festuca idahoensis), and the introduced species dogtail bristlegrass (Cynosurus echinatus) and sweet vernal grass (Anthoxanthum odoratum). One small portion of the site has a relatively high cover of long-stoloned sedge (Carex inops). The introduced vascular plant species usually have a greater cover than the native species.
Site History and Related Disturbance
  • relevant details of human disturbances on-site should be provided here.
  • details of historical disturbances and impacts could be included here, or in a separate section.


Example:

The proposed site has been cut through by two former logging roads running roughly east to west (Fig. 1). These roads were formerly used by the Amadeus Logging Company to access various portions of the Douglas-fir forest. They have not been used by vehicles since the 1940's and are mostly overgrown with broom and other invasive species (Fig.). The roads have often been used by hikers so that they can access view-points in open Garry oak habitats. Natural and First Nations fires that once were common on site have been actively suppressed since the mid-1800's.

We have identified three key phenomena that have most impacted the ecological health of the Garry oak and associated habitats on site. These are encroachment by Douglas-fir, invasive introduced plant species, and human activities, including hiking and camping. All of these factors have markedly altered the ecosystem to some degree. Our restoration plan will focus on reducing the impacts of two of these disturbance factors, Douglas-fir encroachment and invasive plants, in particular Scotch broom. The problems with hiking and camping have recently been addressed by local groups, and concerns regarding impacts related to these activities have been greatly reduced.

Encroachment by Douglas-fir

Certain areas, in particular in the upper portions of the property, exhibit signs that former Garry oak communities have been encroached by the much faster growing Douglas-fir. Evidence of ingrowth include oaks that have had their main stems die, with, subsequently, one or more lower branches growing out from under the faster growing Douglas-fir canopy (Fig.). Some oaks have died. Also, the forest floor in these areas shows a replacement of typical dry-site mosses, in particular Racomitrium, and some grasses with more shade and humidity tolerant species. The cover of native shrub species is generally higher in areas of Douglas-fir encroachment.

Much of this encroachment appears to be related to an alteration in the site's fire history. Fire scars are evident on veteran Douglas-fir and some of the larger Garry oaks, and supports the fact that fire was more common in the past. Whether fire was First Nations-induced or 'natural', it probably occurred relatively frequently in these ecosystems and kept the Douglas-fir in check. The fire factor, in conjunction with the relatively shallow soils on site and, possibly, insect pathogens, probably helped maintain stable Garry oak and open communities over the past centuries.


Invasive Plant Species

Some introduced and invasive herbaceous plant species, in particular sweet vernal grass (Anthoxanthum odoratum) and hedgehog dogtail grass (Cynosurus echinatus), are common to abundant in many of the Garry oak and rock outcrop communities on site. Scotch broom (Cytisus scoparius) is a serious problem in some gullies and along the old logging roads, but less so in the more open and drier rock outcrop communities, where the plants are usually stunted. These relatively small and patchy broom plants could be easily removed.

Project Goals
  • details of your goals as they address the critical needs of the project are listed and described in detail here.
  • Goals must be explicit and measurable, so that success can be monitored

Example:

The proposed Blanshard Island restoration site has many of the classic characteristics of a degraded Garry oak ecosystem. Except for the areas adjacent to rock outcrops, much of the oak stand has been invaded by Douglas-fir and various shade-tolerant shrubs that likely would not be prominent in the historical oak ecosystem. Invasive species are common in many portions of the site, and pose an increasing threat not only to the native species, but also increase the probability of a major fire.

The overall goals of our restoration project are to improve the general vigour of Garry oaks, and to restore herbaceous native herbaceous communities that we believe are characteristic of historical Garry oak habitats on this site. Our management emphasis is on removing encroachment Douglas-fir and broom from selected sites. Although there are many invasive species on site, we will focus on broom, as it is more readily controlled than other species and appears to have the greatest impact. For our selected sites we intend to keep the Douglas-fir below 5% percent canopy closure in except in designated areas, and to remove and monitor Scotch broom to keep it below 5% of ground cover on the site as a whole. We also intend to increase the ground cover of important species X, Y, and Z, by at least 5% over the project's term. A long- term objective is to eradicate Scotch broom from the entire site. More specific objectives may be generated from the biological inventory to be completed this year.

Details of Restoration Activities
  • include all details of the work that you are proposing, including onsite supervision and workforce, logistics, permits, and safety concerns.
  • locations of the work should be clearly identified on maps.
  • include timing and projected completion costs of each activity. It might be helpful to include a table that details the schedule and cost of all restoration activities for the current year, and over the next five years. Monitoring and maintenance can also be included.
  • include details of your methods that you plan to use to assess the results of your project (monitoring), as they often go hand in hand with the initial restoration activities.
Example (much more detail will be needed in this section of your plan than is provided here):

Because of financial constraints, we are not planning to initiate restoration activities in the whole of the Blanshard Island site, but in four areas most critically in need of restoration activities. The total area of these sites is approximately 50 hectares. Please refer to Figure x for the locations of these areas.

Our activities in each of the four areas in the next year will include:
Activities in 2002 cost cost
a detailed biological inventory (to be completed from May through September) $2,500
setting up permanent vegetation monitoring transects and plots in order to assess the changes that will occur following treatment. Estimations of percent cover and canopy closure will be the principal data collected, although, as the project advances, other data may be collected, such as frequency and density data. We will photograph each trial plot in order to document its general appearance; photographs will be taken along both transects as well and in all or selected understory plots. (to be completed along with the following activity from May 12 to 18) $3,000
completing baseline vegetation measurements and entering data into database $3,000
in the treatment trial plots, marking all Douglas-fir trees for removal $375
in all plots mark and describe the general condition of all Garry oak trees and seedlings/regenerating stems. $500
cut down all of the Douglas-fir trees1; a professional feller must be in charge of this operation for safety reasons as well as care since one of our aims is to minimize damage and disturbance to the Garry oaks. $1,000
Remove all broom plants (with volunteer assistance) $5,000
Remove all Douglas-fir and broom debris, burn broom debris $2,000
Create a project report and a poster for a Garry Oak conference $3,000
Total cost for 2002: $20,375
1 girdling has been suggested as a method for killing the trees; this method may be effective but we cannot predict which way dead trees will fall and damage may occur to the Garry oaks.

We anticipate removing the broom and Douglas-fir, and measuring the permanent transects and plots each year for the following five years. The detailed biological inventory will likely reveal rare species of concern and other areas of the site that will be included in more detailed project goals in Year 2. In future years, once the fire hazard posed by the broom and Douglas-fir is lessened, we will consider prescribing ground fires to maintain the oak groves in an open condition. To meet our current objectives we anticipate requiring a follow-up budget of at least $2,000 to $5,000 per year for the following 5 years (more if burning occurs), and after that time we hope that standard maintenance can be completely taken over by volunteers. Longer-term data collection will be done on a periodic basis and we will seek funds in several years time to re-assess our progress.

Long-Term Maintenance and Project Monitoring
  • include details of the planned maintenance activities, and discussion on monitoring for future maintenance needs.
  • include the performance standards that you will be monitoring here (performance standards relate to the measurable project goal).
  • include details of how you will assess your long-term data.
  • include a monitoring schedule.

Example:

Maintenance

Long term maintenance will include the continuous removal of new Douglas-fir and Scotch broom. The removal of these species will be of much less cost than the initial work, and can be completed annually along with the vegetation survey. A local group, The Blanshard Island Naturalists, has volunteered their time to assist in ensuring that the site will not be disturbed by recreationalists. Selected volunteers from this group have been trained in broom and Douglas-fir removal and will also assist in this chore.

Monitoring of Vegetation Changes

Since one of our main goals is to restore native species over time, we plan to resample each set of permanent plots and transects in the fall of the treatment year, and in the spring and fall, in order to account for seasonal variation, of each successive year for at least five years. We do not have, at present, any local standard comparative data with which to compare the 'success' of the changes, but we consider that incremental increases of 5% per year of the major species X, Y, and Z, based on work in California and Oregon (ref.), will be of initial value as a performance measure. Our current performance standards also include the reduction of Douglas-fir canopy closure to below 5% except in designated areas, and to remove Scotch broom to below 5% of ground cover. If monitoring reveals that these standards are not being met the maintenance program will be re-evaluated. Monitoring will also reveal how often maintenance must be conducted, and if periodic interventions like ground fire are necessary.

Monitoring Changes in Garry Oaks

There is very little data on how to measure the success of Garry oaks in restoration projects (ref.). However, all of the young Garry oaks that were tagged will be measured for increase in stem length and change in height on an annual basis for 5 years after the initial treatment. The older Garry oaks will also be measured for changes in their upper stems and branches. We expect that new leaders and shoots will develop once the oaks are released from under the Douglas-fir. We expect that measurement methods and frequency may change as the project progresses and more data is gathered on these trees.

Monitoring Schedule

Data will be collected each year for the 5 years following treatment, for assessing vegetation change and Garry oak vigor. After that time a new monitoring schedule will be developed. We anticipate monitoring may be necessary only at 5-year intervals after that time, if the treatments are working as planned.

References

  • include references

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