Northwest Rivers Study lent Guidelines: IVIontana Slate of Idaho State of Monfana State of Oregon State of Washington NW Indian Tribes USDA Forest Service USDI Bureau of Land t^anagement USD! Fish and Wildlife Service USD! National Park Service NW Power Planning Council Bonneville Power Administration ^.^JCJIORJ^ '•'fn^io*'"* ATE DOCUMENTS COLLECTION tlAR 1 . 200Z MONTANA STATE UbHARY TilB E. 6tn AVt. HELENA, MONTANA 59620 MONTANA STATE LIBRARY 3 0864 0015 3356 4 JUNE 1985 PACIFIC NORTHWEST RIVERS STUDY ASSESSMENT GUIDELINES MONTANA Patrick. Graham, Montana State Coordinator 1420 East Sixth Avenue Helena, Montana 59620 (406) 444-2449 TABLE OF CONTENTS Chapter Title 1 Overview 2 River Assessment Process 3 Criteria and Standards 4 Resident Fish 5 Wildlife 6 Natural Features 7 Cultural Features 8 Recreation 9 Institutional Constraints Appendices A. Participants The Rivers Study staff extends special thanks to Mr. Drew Parkin and Mr. J. Glenn Eugster of the National Park Service's Mid-Atlantic Region for their help and professional guidance. It has been the key to the success of the Pacific Northwest Rivers Study. PACIFIC NORTHWEST RIVERS STUDY ASSESSMENT GUIDELINES MONTANA CHAPTER I OVERVIEW Introduction This document presents the process that the state, Federal agencies, and Indian tribes will follow to complete the Pacific Northwest Rivers Study (Rivers Study). It identifies assessment guidelines for each river resource category, provides reporting formats for data collection and presentation, and describes expected results and applications. Agency Considerations In order to effectively respond to existing policies and programs as well as to reflect differences in river character, data availability, and public concerns, the study has been organized into four state level studies. State, Federal, Tribal, and interest group participants will conduct the assessment using state boundaries as the geographical framework.. It is not the intent of the study to circumvent the management responsi- bilities of any state, Federal agency, or Indian tribe. The study is a cooperative planning effort which will benefit all participants. Results do not constitute official policy and by themselves imply no specific action by any participant. Time Schedule and Products The Rivers Study is an 18-24 month effort by the 4 northwest states. Federal agencies, and the Tribes. Funding of approximately 1.0 million dollars is being provided by the Bonneville Power Administration (BPA), Concurrently, the Northwest Power Planning Council (NPPC or Council) will provide $540,000 to evaluate anadromous fish resources and Indian cultural/archeological values. Rivers Study activities and goals, budgets, and time schedules are listed in the September 1984 Pacific Northwest Rivers Study Plan available from BPA. Applications The Rivers Study will produce a consistent and verifiable river resource data base. While this information may have utility for a variety of applications, the specific purpose of the project is to identify resource considerations which might have a bearing on hydropower development. The ultimate objective is to use this information to identify areas where minimal impact can be anticipated and thus where development might be appropriate. The study responds to the expressed need for resource information for the following: 1. Energy Supply Forecasting - NPPC and BPA 2. Protected Areas - NPPC: 1984 Columbia River Basin Fish and Wildlife Program §1204(c)(l). 3. Site Ranking - NPPC: Northwest Conservation and Electric Power Plan §14.2. CHAPTER 2 RIVER ASSESSMENT PROCESS Process The major objective of the process is to identify the significance of river segments and systems for natural, cultural, and recreational resource categories. Comparative assessment is a major feature of this process. The process does not, however, result in rivers being ranked in numerical order. Rather, it clusters stream reaches into groups according to their relative resource significance. The study is not an inventory or data collection exercise. The focus is on evaluation by recognized resource experts. The effort will rely on existing information and expertise with field survey kept to a minimum. Study conclusions will ultimately be the responsibility of these resource specialists. The states. Tribes, and Federal agencies will be represented in the evaluation process commensurate with their legal authorities and management responsibilities. The following is a detailed description of the assessment process. Step 1: Identification of fish, wildlife, natural, recreational, cultural, and institutional river resource categories. Categories were chosen to: 1) accurately reflect the overall value of rivers and streams as natural resources; 2) reflect the interests of various public agencies and private interest groups; 3) acknowledge the resource responsibilities of the Tribes, states, and Federal agencies; and 4) reflect the priorities of the Pacific Northwest Electric Power Planning and Conservation Act [(Regional Act) P.L. 96-501]. Tribal cultural and archeological values will be included through a NPPC contract, as will regional anadromous fish values. Tribal participation in determining other river values will be through state level studies. A "senior resource expert" and cooperating experts have been designated in each state to oversee activities related to each specific resource category. Cooperating experts will provide input into the assessment through the senior resource expert. This manual in Chapters 4-9 describes the methods to be used in the state level effort. Step 2: Inventory of Existing Information and Identification of Experts Each state task force has inventoried the availability of expertise and information in each of the six resource categories. Agencies, groups, individuals, or other sources possessing useful data or with the capacity to produce useful data within the study period were identified, including key contact person(s). A list of resource experts is included as Appendix A. Step 3: Evaluation Criteria and Standards Development For each river resource category, regional staff and senior resource experts have identified minimum standards and criteria by which data will be evaluated. These were subsequently adapted to meet the needs of each individual state. Both quantitative and qualitative criteria are employed. In the development of standards and criteria, resource "potential" was taken into account. This document is an effort to standardize criteria for each state level study and to ensure studywide consistency. The regional and state level project management staff, with input from relevant Federal, Tribal, and private interest group experts, have developed the criteria shown in this guide. A separate, yet similar, guide has been developed for each of the four northwest states. The actual assessment method may vary by resource category and by state. Evaluation forms have been developed for each resource category to promote efficiency and coordination. Step 4: Individual Resource Category Evaluation An independent inventory of river resources will be undertaken for each resource value category. Under the direction of designated senior resource experts, rivers and streams meeting minimum threshold standards will be assessed by field level specialists using the identified criteria and assessment procedures. Resource experts will assign a value class to each river segment on maps and data forms. River segment descriptions and rules governing treatment of tributaries will be determined by the state level project management staff. The number of river segments to be included in each value class will be determined by resource experts. No regionwide guidelines will be given. Results will be compared for consistency, and river segments will be preliminarily grouped according to overall significance. As appropriate, similar assessments may be conducted by user groups to verify results. The resource evaluation findings will be reviewed by designated senior resource experts and agency and Tribal participants. Results will be revised as appropriate by the senior resource experts in consultation with regional project management. An opportunity to review results and provide comments will be given to private groups and citizens who have given input or expressed interest. The final result of the category assessment will be the identification of all river areas which should be recognized as possessing a particular fish, wildlife, natural, recreational, cultural or institutional value and an identification of the relative significance of each area. The terms outstanding significance, substantial significance, moderate significance, limited significance, and unclassified or unknown are used to denote relative value. Areas with no resource value will be noted. Step 5: Display of Category Results Results will be displayed in tabular data forms and also recorded on base maps at an appropriate scale for each resource value. Where available and applicable, a scale of 1:100,000 will be used. The basis for expert judgments will be recorded in narrative form on data sheets for each river segment or segments. Maps of a scale suitable for public presentation (1:500,000) will also be developed. Public meetings to present the findings of Step 4 and the graphic displays of Step 5 may be held. Preliminary statewide results are projected to be available in November 1985. Step 6: Information Synthesis (1986) Information obtained for all resource categories will be combined. All significant values associated with a given river or stream will be identified and all tributaries which contribute to these values will be noted. A matrix format will likely be used as the mechanism for displaying this information. The matrix will identify the total number of resource values associated with each river segment and system and will indicate significance ratings. Ultimately, this information will be incorporated into a computerized data management system. The specific format of this system is to be determined. For purposes of information synthesis, river segments will likely be defined using the following guidelines: 1. Where a river possesses a combination of overlapping values, the outer boundaries of the overlapping values determines the boundary of the segment. 2. A tributary stream which flows into, and is connected to, a larger river area generally is included in the larger river segment description if the tributary stream: a) possesses natural, cultural, or recreational values consistent with those of the main river area, and b) significantly enhances the overall value of the larger river segment's resources. The specific mechanism for entering data on tributary streams is to be determined. 3. A tributary stream with natural, cultural, or recreational values greater than those of a connecting main river area is listed separately. 4. Larger connecting rivers may be listed as tributaries to a river system in certain unique situations, e.g., where: a) the rivers are free flowing and within an undeveloped watershed, and b) the rivers in the watershed exhibit a high degree of hydrological and ecological interdependence . Step 7: Composite Resource Value Evaluation (Optional) Usiag information obtained through this process, it is possible to conduct a composite resource value evaluation. The objective would be to determine overall resource significance of segments and systems and to achieve a sense of agreement between interests as to these findings. This step is optional following completion of the Rivers Study and will not be funded by BPA as part of the current effort. Composite value findings can give an indication of multiple public values and can thus guide the Council, the states, the Tribes, and Federal agencies in setting priorities. If such an effort is undertaken, it should be structured so as to not diminish the individual category findings derived in Step 4 as they relate to programs directed at specific resource categories. Step 8: Documentation and Presentation The study's findings will be documented and graphic presentations of data prepared. Detailed state by state reports and a summary regionwide report will be prepared. A special effort will be made to document the significance of reaches and systems found to possess high and/or unique resource values, as well as those reaches reflecting the priorities of the Regional Act. Statutory recognition (Wild and Scenic Rivers, National Parks, inclusion in Wilderness Areas, etc.) will be included. The final report prepared by regional staff with state. Tribal, and agency assistance will include identification of potential protected areas, narrative descriptions, tabular information, and maps which depict and document the comparative significance of resources for each value category. CHAPTER 3 METHODOLOGY GUIDELINES Criteria and Standards The following chapters identify the assessment guidelines to be followed in conducting the Rivers Study. They were originally derived from the Maine Rivers Study, the Idaho Rivers Inventory, the Montana Fish and Wildlife Valuation Procedures, and the New Hampshire River Protection and Energy Development Project and have been modified to suit unique state, agency, and Tribal requirements. While specific methods will vary by state and resource category, an attempt has been made to ensure an acceptable level of consistency throughout the region. For each river resource category listed below, regional staff and senior resource experts have identified standards and criteria by which data will be evaluated. "Standards" refer to the evaluation measures used to determine "minimum thresholds of significance." "Criteria" refers to those attributes used to critically evaluate specific rivers or river systems meeting the minimum threshold of significance for a given resource category. Minimum thresholds will be set by each state level staff in consultation with regional level project management and participating agency and Tribal resource experts. As a general rule, thresholds will be set to ensure the valuation of all rivers where documented resource data exists. Both quantitative and qualitative criteria will be employed. In the development of standards and criteria, documented or planned resource "potential" will be taken into account. Resource experts will assign each river segment to a value class based on best available information and judgment. The assessment guidelines shown in Chapters 4-9 were designed to help determine the appropriate class. Guidelines were developed in order to promote objectivity and consistency. Resource Categories Fish and wildlife, natural, recreational, cultural, and institutional river resource categories were chosen to: 1. Accurately reflect the overall value of rivers and streams as natural resources ; 2. Reflect the interests of various public agencies and private interest groups; 3. Acknowledge the resource responsibilities of the Tribes, states, and Federal agencies; 4. Reflect the priorities of the Regional Act. Fish and wildlife categories based on qualitative measures of habitat value have been included to ensure that the study meets the needs of the Council's Fish and Wildlife Program. Tribal cultural and archeological values will be included through a Council contract as well as Tribal participation in the state level studies. Regional anadromous fish values will be developed by the Council. A senior resource expert in each state will be designated to coordinate activities related to each specific resource category. Public and private experts will provide input into the assessment. The resource categories will include, at a minimum, the following: " Resident Fish (Chapter 4) - cold water - warm water - spawning, rearing, and migration areas - sport fisheries - Indian subsistence fishery " Wildlife (Chapter 5) - migratory birds - resident birds - big game - fur bearers - small mammals - endangered and threatened species (Federal and state) - non-game and species of special concern including Indian subsistence species ° Natural Features (Chapter 6) - endangered and threatened plants - unique plant communities and other recognized natural areas - undeveloped and free flowing segments - sensitive riparian wetlands - gorges, waterfalls, rapids, miscellaneous geologic features ° Cultural Features (Chapter 7) - archeological sites - river related architectural sites - historic trails and sites - current Indian cultural use sites (Council responsibility) ° Recreation (Chapter 8) - white water boating - flat water boating - river camping - river related shoreline activities - current public use sites ° Institutional Constraints (Chapter 9) ~ Federal, including: - wild and scenic rivers - wilderness areas - research natural areas - national parks - roadless areas - national fish hatcheries - national wildlife refuges State Local (as applicable) Each river resource category will be evaluated separately. Assessments will be conducted independently without reference to other resource values. For example, river reaches will be evaluated for recreational boating without reference to their value for wildlife or cultural features. Senior resource experts working with state. Federal, Tribal, and user group experts will conduct the assessment. All judgments by resource experts will be available for review by user groups, river interests, and citizens to assure the proper application of the criteria and standards. There is no requirement that total consensus be achieved. Differences will be noted as such. Scope of Effort Initially, any river segment with a significant resource value known to a resource expert should be included in the Rivers Study. Perennial streams which appear on 1:100,000 scale maps will be included. Generally, values within 1,000 feet of a stream will be included. If streams must be excluded, the following can be used to determine stream exclusion: 1. Intermittent streams; 2. Small tributaries; 3. Federal institutional constraints (e.g., National Parks, etc.). Other exclusion criteria may be identified by state study staff and used following approval by the regional staff. Connected streams may be clustered where resource values are of consistent quality. River Reach Determination River segments may be any reasonable length greater than one mile. Normally, segments will be 10 miles or more. Each study coordinator should identify appropriate reach lengths for his state for each resource category consistent with the budget, time available, and map scales to be used. Value Classes Value classes are the resource significance levels that are assigned to river segments to denote their value. Participants will assign one of 4 value classes to each river reach to denote its relative significance to a given resource category. As applicable, an "Unknown or Unclassified" or "Resource Not Present" designation may be given in lieu of a rating. Value Class Definition 1 Unique or Outstanding Resources 2 Substantial Resources 3 Moderate Resources 4 Limited Resources 5 Unknown or Unclassified 6 Resource Not Present Data Presentation ° Data Entry Forms Senior resource experts have prepared river resource rating forms for each state level effort. These forms will be used to present pertinent background information and to document evaluation decisions. Individual cells on each data form will reflect the scores for each criteria. The form briefly notes features of the segment which give it value, sums values, and assigns value class. The form provides space for additional descriptive information regarding individual segments. As applicable, segment descriptions will be included on the data forms. State coordinators have identified a comprehensive coded list of rivers for each state. Lists will be made available Co resource experts. Use of these lists will help to promote the consideration of all reaches and will ensure consistency between resource categories. As appropriate, river segments will be identified using physical landmarks, coordinates, or other locational information and will be presented in a downstream boundary to upstream boundary fashion. The terras "mouth and "to headwaters" or "source" signify the extremes of this segment description system and may be used as appropriate. If no segment description is given, the entire stream length will be assumed to have consistent resource value. Sample data forms are included for each resource value. In addition to segment description, forms will include a notation of map name to enable input of attributes into the proposed Geographic Information System (GIS). As appropriate, preparers will develop a coding system in consultation with state level and regional project management to denote the relative certainty of resource characterizations. Stream segment numbers will be written on the maps to enable easy cross referencing to the tabular data. Where resource value is consistent in all upstream tributaries, each tributary need not be evaluated separately. In such situations, the values attributed to the larger segment will be assumed for all tributaries. An asterisk (*) placed after the name of the larger segment will denote this situation. If the river list being used is hierarchical, a diagonal slash drawn through upstream segments could clearly indicate that the segments are being clustered. If no notations are made on the data form, it will be assumed that the segment is unclassified or resource value is unknown. A horizontal line across the form signifies resource not present. ° Maps Maps will be used to display river values. Sets of 1:100,000 scale maps and a supply of 1:500,000 scale hydrologic unit maps have been provided to each state coordinator by BPA. Labels have been supplied for each map to be used as legends. Colored pens have also been supplied. One set of 1:100,000 scale maps will be used to depict the significance of each of the following resource values. Resident Fish Wildlife Natural Features Cultural Features Recreation Institutional Constraints In addition, 1:500,000 scale maps will be prepared for purposes of presentation and review. In Oregon, Washington, and Idaho, 50-60 maps will be required per category for each state. Montana will require approximately 100 maps per resource category. Significance will be recorded in colored pen using the following color scheme. Exact names and printing numbers have been included for the standard pens chosen for the study: Berol Prismacolor Art Markers. Outstanding or Unique Significance - Red (Crimson Lake: PM-3) Substantial Significance - Orange (Bittersweet: PM-16) Moderate Significance - Gray (Warm Gray 60%: PM-104) Limited Significance - Green (Malachite: PM-32) Unclassified or Unknown - No mark Resource Not Present - Brown (Burnt Ochre: PM-66) It is anticipated that the "Unknown or Unclassified" designation will predominate on any one map. For purposes of efficiency, participants will not be required to color stream segments in this category. Uncolored segments will be assumed to be either unknown or unclassified. To decrease production time, an arrow at the upstream terminus of a colored section will signify that all segments above that point are of consistent value. Upstream exceptions may be noted in the appropriate color. BPA plans to digitize mapped values as presented on study maps and as referenced on data forms. State, agency, and Tribal coordinators will consolidate all value designations on the map for that resource category and return the maps with a copy of data sheets to BPA. ° Study Reports Each quarter (3 months) the study participants under BPA contract will provide a letter summarizing study progress during the past quarter and briefly outlining future events. Annually, each participant will prepare as a fourth quarter report a brief summary of the past years' activities. By November 1985, each state level coordinator will complete and provide one set of maps, rating forms, and supportive material for river values to the regional level staff for review and printing. Resident Fish MONTANA DEPARTMENT OF FISH, WILIILIFF, AND PARKS Helena, Montana 59620 PACIFIC NORTHWEST RTVERS STUDY Method for Assessing the Significance of River Segments and Systems for Fisheries Resources In Montana Revised May 21 , 198S LEAD AGENCY Montana Department of Fish, Wildlife and Parks SENIOR RESOURCE EXPERT AND STAFF George Helton, Senior Resource Expert Burwell Gooch, Programmer /Anal ysi COOPERATING RESOURCE EXPERTS Don Bartschl, Region 1, U.S. Forest Service Dan Hlnkley, Montana State Officii, U.S. Bureau of Land Management Larry Lockard, U.S. Fish and Wildlife Service David Cross, Confederated Sallsh and Kootenai Tribes INTRODUCTION The Pacific Northwest Rivers Study w;is Initiated to assess the significance of river segments and systems for a variety of fish, wildlife, natural, recreational, and cultural res 120 $ o 121 $ e 122 « o 123 t e 124 9 125 II 126 140 Western silvery minnow 141 Plains minnow . 142 Finescale dace- 143 Northern redbelly dace 144 Peamouth - n. squawfish hybrid 145 Spottail shiner 146 Peamouth - redslde shiner hybrid 147 N. redbelly - finescale dace hybrid 031 Sucker* 040 Buffalo* 055 River carpsucker 056 Longnose sucker 057 White sucker 058 Largescale sucker 059 Blue sucker 060 Blgmouth buffalo 061 Sraallmouth buffalo 062 Shorthead redhorse 063 Mountain sucker $ + 024 Channel catfish /' 025 Bullhead* S 064 Stonecat // 065 Black bullhead // 066 Yellow bullhead $ 100 Trout-perch $ + 026 Burbot 6/ Atlantic Salmon- 1/ $ 103 Plains killifish (3 106 Mosquitofish @ 108 Sail fin molly P 109 Shortfin molly (3 112 Variable platyflsh (? 115 Green swordtail $ 071 Brook stickleback It 072 White bass 099 Rainbow smelt # + 023 Northern pike 3/ $ 029 13 030 0 032 $ 033 @ 035 037 $ 039 $ 041 $ 042 $ 04 3 $ 044 $ 045 s 046 $ 047 $ 048 $ 049 $ 050 $ 051 $ 052 ? 053 $ 054 Peamouth Goldfish Common carp Northern squawfish Utah chub Minnow* Longnose dace Northern redbelly/f inescale dace* Brassy minnow W. silvery /plains minnow* Flathead chub Lake chub Sturgeon chub Emerald shiner Sand shiner Redslde shiner Creek chub Pearl dace Fathead minnow. Golden shiner- Slcklefin chub Codes: ° Trout species or hybrid # Nonnative game or sport fish + Class A nontrout game or sport fish for streams 300/19 // 017 Largemouth bass // 018 Bass* // 019 Sunfish* II 021 Grapple* II + 073 Smallmouth bass It 074 Bluegill It 075 Pumpkinseed II 076 Green sunfish It 077 Black crapple It 078 White crappie II 079 Rock bass II 020 Yellow perch + 022 Sauger/walleye* S + 081 Sanger II + 082 Walleye $ 083 Iowa darter $ 036 Freshwater drum $ 016 Sculpin* $ 130 Mottled sculpin $ 131 Slimy sculpin $ 132 Torrent sculpin S 133 Shorthead sculpin S 134 Spoonhead sculpin $ Native fish, i.e. indigenous P Nonnative nonsport fish * Undesignated as to species or strain -9- NOTES PERTAINING TO MONTANA FTSHES :5 . Present when planted ■^. May be native in St. Marv's Lake y . Native only in Saskatchewan River drainage %l. 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The Montana Department of Fish, Wildlife and Parks has been designated to take the lead in assessing the value of rivers for Wildlife in the state of Montana. This report summarizes the method which will be used to complete this assessment. The wildlife task force has reviewed the Rivers Study Manual and proposes the following value classes, criteria and standards. Value classes are the categories o:*" resource significance. Criteria are the attributes that will be considered to determine value classes. Standards are the specific characteristics, associated with each criteria, that will be evaluated. The Methods Section describes the questionnaire resource managers will complete during the inventory process. CATEGORY DESCRIPTION Two categories will be evaluated to determine the value class of each river segment. These are: 1. Habitat and species value of the stream reach. ?. Recreation value of each stream reach. A value class will be determined for each category; the higher value will be assigned to the river segment. Generally, the value class will be determined by Category 1. Fvaluation of Category 2 provides an opportunity to include recreation information in the data inventory, identify river segments that are noteworthy for their recreation value, and to integrate the wildlife valuation with the recreational valuation. -1- VALUE CLASSES Each river reach in Montana will be assigned to one of the following five value classes to denote its value for wildlife: 1 - Outstanding wildlife resource 2 - Substantial high wildlife resource 3 - Moderate wildlife resource 4 - Limited wildlife resource 5 - Unclassified wildlife resource STANDARPS AND CRITERIA Category 1: Habitat and Species Value The value class for Category 1 will be based on habitat quality and the relative importance of the wildlife species associated with each river segment (Table 1) . All available habitat and species information will be compiled but the evaluation will feature the combination of habitat and species that determines the highest value class for each river segment. Table 1. Proposed value classes of river segments, as determined from habitat and species value. Species of High Intermediate Low Habitat of ... Concern Concern Concern High Quality 1 2 3 Intermediate Quality 2 3 4 Low Quality 3 4 4 Species of high concern shall include: 1. Species listed or proposed for listing as threatened or endangered. 2. Vertebrate species of special interest or concern, as designated by MDFWP . 3. Big game animals of regional importance including: Mule Deer - Odocoilcus hemionius White-tailed Deer - Odocoileus virginianus Rocky Mountain Elk - Cervus elaphus Moose - Alces alces shirasi Bighorn Sheep - Ovis canadensis Mountain Goat - Qreamnos americana Black Bear - Ursus americana 4. River Otter - Lutra canadensis 5. Merriam's Turkey - Melragis gallopavo mirriami 6. Harlequin Duck - Histrionicus histrionicus Species of intermediate interest shall include: 1. All other game animals, game birds, furbearers. 2. Species, associated with riparian habitats, that have been identified by the Forest service as indicators (except for those included above) , including non-game species of moderate significance. -2- 3. Birds of high federal interest in the Coal Program, particularly those limited to riparian habitat and of broad distribution. Species of low concern shall include all other Montana species, that usually are associated with riparian habitats, for which interest is sufficient to warrant consideration in this analysis. High quality habitats are in excellent condition and may contain: 1. Communities of special concern, which shall include river islands, well developed riparian vegetation, old-growth cottonwood bottoms, old-growth coniferous bottoms, ox-bow sloughs. 2. Communities with high diversity, both vegetation and wildlife . Intermediate quality habitats are: 1. Habitats that show evidence of man-caused disturbance but still retain obvious values as wildlife habitat. 2. Habitats in relatively good condition which do not satisfy the additional standards for high quality habitats . Low quality habitats are those which show evidence of major, man-caused disturbance, and limited opportunity for vegetative rehabilitation. Category 2: Recreation Value For consumptive wildlife recreation, the analyses will be based on hunting/trapping efforts (days) and harvest rates (per mi^) for hunting districts in which river segment or basin lies. These values will then be qualitatively modified for the particular drainage being evaluated. To obtain a nonconsumpti ve wildlife values, the overall levels and types of uses, scientific and educational values and aesthetics will be evaluated. All rivers and basins will be evaluated for both types of recreational value. Table 2. Proposed value classes of river segments, as determined from recreation value. Recreation Use Wildlife Use Potential High Intermediate Low High 11 2 Intermediate 2 3 4 Low 3 4 4 EXCEPTIONS The following situations will result in an automatic assignment to Value Class 1 or Class 2. 1. Lands and interests of the National Wildlife Refuge system. National Fish Hatcheries, Wildlife management -3- areas, and Nature Conservancy Areas. These areas may be down graded, as evaluated on a case by case basis, following consultation with and the consent of the appropriate management entity. METHODS This section describes in detail how habitat/species value and recreational value will be measured. It is written as instructions to managers who will complete the attached answer sheet. Except for the automatic classification below, rivers or basins will be assigned the highest classification of the two major criteria: 1) Habitat/Species Value and 2) Recreational Value. I. AUTOMATIC CLASS 1: If river or basin contains any of the following designations, it automatically will be classes as 1, Outstanding. However, all other questions must still be answered. Circle letter (s) on Answer Sheet. a) Proposed Wilderness Areas (As listed in USFS or BLM recommendation or Alternative "W" by conservation organizations . b) Wild and Scenic River Corridors c) National Wildlife Refuges d) National Fish Hatcheries e) Wildlife Management Areas f) Waterfowl Production Areas g) Nature Conservancy Areas h) Conservation Easements for habitat /wildlife protection purpose i) Outstanding Natural Areas (BLM) II. HABITAT/SPECIES VALUE; Results of both Habitat and Species evaluations will be used to come up with an overall value. Points will be assigned and classifications determined as this process continues. A. Habitat Quality; The term quality refers to both the integrity and condition of the riparian (flood plain) zone (regardless of water course size) and the presence of valuable wildlife/habitat characteristics described below: 1. Conditions of riparian zone; (choose best ansv;er) a. High Riparian zone is excellent condition; minimally impacted by land uses such as roads, agriculture grazing, subdivisions; riparian zone retains nearly all of its natural vegetation characteristics and wildlife values. b. Moderate Riparian zone has been moderately impacted by land uses (as above) but retains significant amount of inherent natural vegetation characteristics and wildlife values; impacted areas have potential to be rehabilited; -4- c. Low Riparian zone highly impactec5 by land uses such that only remnant patches or blocks of natural vegetation exist; only limited opportunity exists for vegetative rehabilitation. 2. Forested; (select best answer) a. High Numerous large tracts ( > 150 ac) or continuous bordering ( > 30 ft wide) of mature deciduous or coniferous forest (e.g. gallery forests) ; b. Moderate occasional large tracts ( < 150 ac) or intermittant bordering ( < 30 ft) of mature deciduous or coniferous forest; c. Low Little or no forest development along riparian zone. 3. Wetlands: (select best answer) a. Oxbow lakes, sloughs, backwater areas or other significant wetland types common along water course (characteristic of large meandering rivers) . b. Occasional Oxbow lakes, ponds, sloughs, backwater areas, or seeps. c. Few to no significant wetland areas associated with water course (s). 4. Islands: (select best answer) a. Many (characteristic of braided rivers/streams) ; b. Occasional to several islands; c. Few to no islands. 5. Vegetative Structure/Diversity: (select best answer) a. Riparian zone vegetation well-developed and characterized by a wide variety of vegetation types and structural types appropriate for its size and configuration; b. Riparian zone less well-developed due to land uses or natural characteristics; has moderate variety of vegetation and structural types; c. Riparian zone dominated by few to one major vegetation type (e.g. crops, pastime, range) or is unvegetated (urban, industrial situations) . B. Species Quality: 1. Does the river segment or basin contain habitat potentially important for the recovery of any of the following Threatened or Endangered species? a) Grizzly bear (Mgt. situations 1,2) b) Wolf (Recovery areas) c) Bald Eagle (existing and potential nesting, wintering, key migration corridors) -5- d) Whooping Crane e) Peregrine Falcon (historic, potential nesting) 2. For any designated and mapped wildlife seasonal concentration areas (by MDFWP, BLM, USFS , USFWS) which occur along the river or basin (greater than 10% of length or basin area) , indicate type of use and Importance Value (I.V.) using definitions listed below. Importance Values 3 = "critical" - used during most severe winters; high concentrations of animals; highly important or essential for large populations; 2 = species uses area during moderate winters; relatively important for large population; area of moderate animal concentrations; 1 = has some value to species on seasonal basis, but is not essential; 0 or blank - little or no value exists for this species. 3. Rank the overall habitat suitability (H.S.) for the river or basin for the following species using definitions below: Habitat Suitability: 3 = Excellent - river or basin has potential to support high density or numbers of the particular species relative to other habitats in Montana; classic habitat for this species in Montana; 2 = Moderate - river or basin supports moderate density or numbers of this species, but better habitat can be found elsewhere in Montana; 1 = Low - river or basin supports low density or number of this species; habitat may be patchy or marginal; 0 or blank - No suitable habitat exists for this species along river or in basin. 4. Does river segment or basin contain any of the following specialized wildlife use areas? Circle letter on Answer Sheet. Locate on 1:100,000 maps, if possible: a) Waterfowl staging areas, low level feeding flight paths, "prime wetlands" as described by USFWS or MDFWP. b) Warm/hot springs open in winter and used by winter/migrating waterfowl species; c) High gradient streams supporting breeding harlequin ducks or amphibians of special concern (Pacific giant salamander, C ' oeur d"Alene salamander. Rough skinned new, tailed frog) ; -6- d) Sloughs, backwater areas supporting reptiles of special concern (spiny softshell, snapping turtle) ; e) Riparian areas supporting colonies ( > 5 pairs) of double-crested cormorants, greant blue herons, American white pelican; f) Large nesting osprey population area ( ? 1 active nest per river mile long minimum 5 rivers miles) ; g) Cliffs occupied or suitable for nesting golden eagles; h) Other (write in) . i) None of the above. III. RECREATIONAL VALUE: The recreational value considers both consumptive (hunting/trapping) uses and nonconsumptive (bird watching, photography etc.) uses of the wildlife/habitat resource . A. Consumptive: For the river segment or basin being evaluated, select the top species (no more than 3) that are probably most sought after. Consider the habitat and general harvest characteristics for the hunting districts as a whole. Put species abbreviation (Appendix A) in column 1. In column 2, put 1 or 2 hunting districts (h.d.'s) or County appropriate for that species selected. For a river or basin in more than 1 h.d., estimate the % of the h.d. in each (e.g. 50/50, 70/30) and put in column 3 next to the h.d, #. Finally, give a relative rating (H,M.L) for the overall hunting effort that occurs along that river or basin relative to the rest of the h.d. or county in which the river/basin lies. The remaining columns will be filled out later. B. Nonconsumptive: 1. Wildlife/habitat-oriented uses. Rate the type and level of Wildlife/habitat- oriented uses which occur along river segment or basin using criteria below. Wildlife/habitat- oriented uses include but are not limited to: bird watching; roadside wildlife watching; collecting/identifying wildflowers, reptiles, amphibians, insects; wildlife/nature photography, artistry, etc. 4 - Area attracts users or visitors from all over the country; relatively high level of use; species or habitats accessible or visible and/or relatively uncommon on national basis. -7- 3 - Area attracts visitors statewide; moderate level of use. 2 - Area attracts visitors from region, or multi-county area. May be significantly used. 1 - Area attracts primarily local people. U - Unknown. 2. Scientific/Educational Value Rate the value of the wildlife/habitat resources for scientific, research and educational values using criteria below. 4 - Area contains relict or disjunct plant or animal communities (e.g. bogs) or pristine natural vegetation types or species that are rare or threatened. Plants and/or animals associated with area are highly unusual - not typically found in state. Has highest scientific/education value - nationally significant . 3 - Type localities for other plant or animal species, for forest or range habitat types; near pristine vegetation sites. 2 - Other areas with important educational value including areas frequently visited by school groups . 1 - Study areas for longterm biological or ecological value. U - Unknown . IV. Aesthetics: Most of Montana's rivers and streams have been evaluated for aesthetics by Fisheries personnel. You need to complete this part if no aesthetic value was assigned to your basin already. Fish Classification A. A water of outstanding natural beauty in a pristine setting. B. A water comparable to A except that it may lack pristine characteristics. Presence of human development such as roads, farms, etc., usually comprise the difference between B and A. C. A water with natural beauty but of a more common type than listed under A and B. A clean stream in an attractive setting. D. A stream and area with fair aesthetic qualities. E. A stream with low aesthetic qualities. -8- EVALUATION PROCESS MDFWP is the agency with primary responsibility for compiling the existing information, to complete the wildlife evaluation for the Montana rivers assessment. Information will be collected by examining files of the participating agencies and consulting with agency planners, knowledgeable personnel within the agencies, and concerned individuals affiliated with appropriate private organizations. The Wildlife Task Force is responsible for defining value classes, criteria and standards and providing guidance to MDFWP concerning collection and evaluation of wildlife information according to the criteria and standards. Wildlife Task Force members also will encourage others in their respective agencies to assist with the compilation of wildlife information. The immediate objective is to successfully complete the Montana Wildlife Assessment in accordance with the Pacific Northwest Rivers Study, as directed by the Pacific Northwest Power Planning Council. However, it is recognized that the wildlife assessment has utility for the participating agencies beyond the scope of this study. Accordingly, information will be collected in a manner that is responsive to other potential applications of this assessment and in a manner that will accommodate new and more detailed information. DATA FORM ENTRIES - see attached data sheet. Ph 804/4 -9- APPENDIX A THREATENED /ENDANGERED Code Name ;gb ;be , "PF Species Grizzly bear (U. arctos horribilus) Rocky mountain timber wolf (Canus lupus) Bald eagle (Haliaetus leurocephalus) Peregrine Falcon (Falco peregrinus) Whooping crane (Grus americana) Primary Species of Concern wt White-tailed deer Md Mule deer Ek Elk An Antelope Bh Bighorn sheep Ml Mountain lion Be Bobcat Lx Lynx Mt Marten Mn Mink Bv Beaver Ro River Otter Tu Turkey St Sharp-tailed grouse Sg Sage grouse Rg Roughed grouse Ph Pheasant Cg Canada goose Wf Waterfowl 804/4 -10- RIVERS ASSESSMENT - WILDLIFE Cover Sheet 1. I.D. «. 2. Region:. 3. Date: 4. Cvaluators last Naines: 5. River Mile Index: CP MI VL (Circle One) 6: H.U. Code: 7. H.U. Name: 8. Trib. To: 9. Water Code: (leave blanJiL River/seqnents/shrer ims Included Port-inn 1 0. Water Code Name A N Lower Upper . Comments dr. # Sag. 01. 02. 03. 04. 05. 06. 07. 08. 09. 10. 11. 12. 13. 14. 15. 16. 17. ■ fi PKl ■RS_ H M L U H 1 2 3 2 H 2 3 4 3 4 L 3 4 4 U 2 3 4 U Final Value RFT IfiL r e . H M L U c. H 1 2 3 2 q 1) - M 2 3 4 3 a 1.. L 3 4 4 4 ■ U 2 3 4 U COVER SHEET INSTODCnONS * 1) I.D. (serial #) is assigned. 2) Give MDFVJP Region #. * 3) Toc3ay's date, * 4) Your last names. 5) Circle appropriate River Mile Index in which you are working {CF=Clark Fork; t4I=Missouri; Yl>Yellowstone) . * 6) Hydrologic Unit Code: see map or number in your R.M. Index. 7) Hydrologic Unit Ifame: Name of major stream/river upon which unit is based. 8) Give the Name of the river/stream into which the above stream flows (e.g. Yellowstone). 9) Water Code for above (leave blank) *10) Rivers/streams/segments included in the evaluation. List Names of streams or basins included in the assessment. For tributaries to a stream, list stream name first regardless of whether the stream itself is being evaluated. Then follow it with tribuatry names. If the majro stream is not being evaluated, check "None". Use other columns to describe any "portions" by River Mile and/or by a physical location described in "Comments" (e.g. from FS boundary to headwaters). If all tributaries upstream of a stream or tributary name are included (as well as the stream itself), you need not name them individually, just check "all". You can leave first 2 "Code" columns blank. 11) , 12) , Final Habitat/species and Recreational Values (leave blank) . * Please complete these parts. I.D. #. RIVERS ASSESSMENT WIIDLIFE Answer Sheet I. Automatic Class 1; (circle any that apply) abcdefghij II. Habitat/Species Value: A. tidt2ita£ £^alil;y: (circle the letter for the most appropriate answer) 1. Condition: a. high b. moderate c. low 2. Forested: a. high b. moderate c. low 3. Wetlands: a. high b. moderate c. low 4. Islands: a. high b. moderate c. low 5. Veg. Diversity: a. high b. moderate c. low SpggJgS Quality; 1. T and E: a. GB b. WF c. BE d. WC e. PG f. None 2. Designated seasonal or year-round seasonal concentration areas: Big game Species Type Range^ I.V. 1 Points 1 see 1 (leave blank) I Questionnaire! 1 a Wt b Md c Ek d An e Bh f Mo q Bb h Ml i St i Sq 3. Habitat suitability (H.S.) for other game species: ■ Species H.S. Points 1 (leave blank) 1 h Ro 1 Bv J BC k Lx 1 Mt m Tu n Ra o Ph P Cq a> Type Range: wi=^inter; su=suniner; 3p=spring; fa=fall; yr=year round, resident Other specialized wildlife use areas: (Circle those that apply) abcdefgh I.D. #, III. Recreation Value: A. Hunt ina/Tr appino : Effort and harvest key species 1 1 1 % in iRelativel I III 1 55Decies IH.D. iDistrictl Ratinq 1 Days 1 Harvest 1 1 1 a 1 II 1 II III b 1 II 1 II III c 1 ■ 1 1 1 II III B. Nonconsunptive (Non-hunting us^l: 1. Wildlife - oriented uses (4-1, U) 2. Educational /Scientific Value RATING 3. Aesthetics (5-1) or Fish, abode Appendix A. Species Codes; Wt - White-tail m - Mule deer Ek - Elk An - Antelope Bh - Bighorn Mo - Moose Bb - Black bear Ml - Mt. lion St - Sharp-tail Sg - Sage grouse Ro - River otter Bv - Beaver Be - Bobcat Ix. - Lynx Mt - Marten Tu - Turkey Rg - Ruffed gr. Ph - Pheasant Og - Can. goose Cortments: Natural Features PACIFIC NORTHWEST RIVERS STUDY Method for Assessing the Significance of River Segments and Systems for Natural Features in Montana LEAD AGENCY Montana Department of Natural Resources and Conservation SENIOR RESOURCE CONTACT AND STAFF Larry Thompson (406)444-6786 Tom Ring (406)444-67 85 COOPERATING RESOURCE CONTACTS Leon Logan, USES, P. 0. Box 7669, Missoula MT 59801 (406)329-3516 Bert Williams, BLM, P.O. Box 36800, Billings, MT 59807 (406)657-6561 INTRODUCTION The Pacific Northwest Rivers Study was initiated in 1984 to assess the significance of river segments and systems for a variety of fish, wildlife, natural, cultural, and recreational resource values. The Montana Department of Natural Resources and Conservation has been designated to take the lead in assessing the value of rivers for natural features in the state of Montana. This report summarizes the method which will be used to complete the natural features assessment. It identifies the value classes to which natural features will be assigned, the criteria which will be used to determine the value of natural features, the standards used to apply these criteria, and the process by which decisions will be made. The approach to be followed in this assessment relies heavily on the compilation of existing data. New data will be generated from existing aerial photography, USGS quadrangle maps, and limited field work for selected rivers as time allows. The required products of the study will be a set of 1:100,000 maps of Montana on which known natural features are plotted, together with accompanying documentation and suggested value class ratings for each feature and for selected river reaches. CATEGORY DESCRIPTION Natural features include: (a) endangered and threatened plants; (b) rare or unique plant communities; (c) river-related geologic and hydrologic features, and (d) previously designated natural areas or features. Specific elements to be addressed are listed in Table 1. VALUE CLASSES Each natural feature will be assigned to one of the following value classes to denote its relative significance. The criteria and standards discussed below will be used to assign features to these value classes. Table 1. Elements to be mapped. A. Botanical Features Stands of threatened or endangered plants (table 2) Exemplary stands of rare or unique plant communities (including relict or disjunct communities, sphagnum bogs) Type localities of plant species or forest habitat types Pristine or near-pristine communities (Ross et al. 1973) B. Geologic and Hydrologic Fetures Waterfalls Gorges, chutes, canyons Rapids and Whitewater reaches Cliffs Caves Glacial features (including moraines, eskers, drumlins, delta kame, kame complexes, kettle ponds, ice-marginal drainages) Oversize stream channels Stream capture sites Active meander complexes with large islands or island complexes, oxbow sloughs, and good representation of all stages of riparian cottonwood forest succession Hot or warm springs Badlands or capped sandstone formations (hoodoos) Type localities of geological formations, soil types, fossils Exceptional display of bedrock structural features Paleontological sites or fossil-bearing rocks Index fossil sites C. Free-flowing Segments, Drainage Basins (NOTE: this will rely on a separate map showing the locations of major river impoundments ) D. Designated Natural Features International Biosphere Reserves (UNESCO) Research Natural Areas (BLM, USFS) National Natural Landmarks (existing and proposed) (NFS) Areas of Critical Environmental Concern (BLM) Special Interest Areas (USFS) Research Botanical Areas (USFS, BLM) Outstanding Natural Areas (BLM) Natural Area Preserves (The Nature Conservancy) State and national parks and monuments Value Class Definition 1 Outstanding or unique natural feature (of national or regional significance) 2 Substantial value natural feature (of statewide significance) 3 Moderate value natural feature (significant over a multi-county area) 4 Limited value natural feature (of local significance) U Natural feature of unknown significance CRITERIA The following criteria will be used to determine the value class of an individual natural feature: A. Scarcity (from national, regional, statewide, or local perspectives) B. Designation or listing by federal, state, local, or private agencies C. Scientific or educational value D. Public and recreational use Each site identified will be separately rated based on the these four criteria. The final value class assigned to a site will be the highest rating received in any one of the four criteria. Near the end of the inventory, when most of the individual sites have been located and rated, river segments may be assigned to these same value classes based on the number and significance of the individual natural features contained. This can be done subjectively or by summing points within a reach. A decision as to which method to use will be deferred until near the end of the inventory. STANDARDS Criterion A: Scarcity. The value class for criterion A will be based on the overall rarity of the feature, as follows: 1. Very Rare (only a few examples worldwide, nationwide, or regionally) 2. Rare (only a few examples in Montana) 3. Scarce (several examples present in Montana but limited to a few counties) 4. Uncommon (examples present in most Montana counties) U. Abundance unknown Criterion B: Previous designation. Natural features which have been designated or proposed for designation by governmental or private entities will be given higher value classes within this criterion than those which have not. The higher the level of official recognition, the higher the value class, as outlined below: 1. Nationally significant designation. Includes natural features designated as national monuments, national natural landmarks, BLM or USFS natural areas, areas of critical environmental concern, research natural areas, or outstanding natural areas. Includes known stands of federally-listed threatened or endangered plant species (no plant species are currently listed for Montana), those listed as Category 1 or 2 by USFWS (Federal Register, May 22, 1984), or those proposed for endangered status by the Montana Rare Plant Project (Lesica et al. 1984) (See table 2). Includes proposed national natural landmarks of priority 1. Table 2. Montana plant species proposed for threatened or endangered status Species USFWS category-^ Lesica et al.^ Allium fibr ilium - T Amorpha canescens - T Arabis fecunda - M Astragalus convallarius - E Astragalus plattensis - T Astragalus scaphoides - T Botrychium crenulatum - E Botrychium montanum - M Botrychium paradoxum 2 — Calamagrostis tweedyi 2 R Carex crawei - T Carex gravida var. gravida - T Carex lenticularis var. dolia 2 - (=C. plectocarpa =C. eleusinoides) Ceanothus herbaceus var. pubescens - T Cirsium longistylum - M Claytonia lanceolata var. flava 2 T Comandra livida - T Cypripedium fasciculatum - T Draba daviesiea - M Epipactis gigantea - E(candidate) Erigeron flagellaris - T Erigeron lackschewitzii - M Eupatorium maculatum var. bruneri - T Euphorbia geyeri - T Euphrasia arctica var. disjuncta - T Grindelia howellii 2 E Halenia deflexa var. deflexa - T Howellia aquatilis 2 - E Lesquerella humilis - M Lesquerella klausii - M Mertensia bella - T Ophioglossum vulgatum - T Orchis rotundifolia - T Oxytropis campestris var. Columbiana - T Panicum oligosanthes - T Penstemon lemhiensis 2 T Phlox missoulensis - M Saussurea weberi 3C T Saxifraga tempest iva - M Shoshonea pulvinata - E(candidate) Silene spaldingii 2 T Synthris canbyi - M Tiarella trifoliata var. trifoliata - T ^Federal Register, November 28, 1983 ^E = endangered, T = threatened, R = rare, M = strict Montana endemic 2. Designation significant statewide. Includes natural features designated as state parks, monuments, recreation areas, or natural areas. Includes known stands of plant species proposed for threatened status by the Montana Rare Plant Project. Includes Nature Conservancy natural area preserves and proposed national natural landmarks of priority 2. 3. Locally significant designation. Includes natural features designated as county or municipal monuments, parks, recreation areas, or natural areas. Includes known stands of rare plants listed by the Montana Rare Plant Project. Includes proposed national natural landmarks of priority 3. 4. Not designated. Includes proposed national natural landmarks of priority 4 or lower, U, Unknown designation. Criterion C. Scientific reference or educational value. Sites will be rated based on their value for scientific reference or study or for educational purposes, as follows : 1. Exemplary or "textbook" examples of rare or unusual plant communities, disjunct or relict communities, pristine natural vegetation types that are rare or threatened, geological formations or features, or fossil assemblages; type localities for rare, threatened or endangered plants as listed by USFWS or the Montana Rare Plant Project (table 1), type localities for geological formations or fossils. 2. Type localities for other plant species, for forest habitat types, or soil series; near-pristine vegetation sites (Ross et al. 1973). 3. Other areas with important educational value, including areas frequently visited by school groups 4. Study areas for long-term botanical or hydrological studies U. Unknown scientific or educational value Criterion D. Public and Recreational Use. Sites will be rated based on the existing type and level of public and recreational use, as follows: 1. National Attraction. Feature attracts visitors nationwide as a primary objective; very high overall level of use; shown on most state highway maps. 2. Statewide Attraction. Feature attracts visitors statewide as a primary objective; high overall level of use. 3. Multi-county Attraction. Feature attracts visitors from a multi-county area; moderate overall level of use, 4. Local Attraction. Feature attracts primarily attracts local visitors (those living within the county or a few adjacent counties). U, Unknown level of use. EVALUATION PROCESS Approach This study will be conducted with three end products in mind: (a) a map showing the location of identified natural features; (b) a tabular summary of the features identified, by river basin; and (c) documentation of the value classes assigned to each feature. Unlike some of the other resource inventories conducted as part of the Montana Rivers Study (e.g., fisheries), this study will not rely initially on the designation of river reaches or segments. Individual sites will be plotted on the map and assigned to a value class, so that the occurrence of sites within any arbitrarily designated river reach or segment can be determined. Near the end of the study, river segments may be assigned to value classes based on the number and value class ratings of the natural features they contain. The study will rely on existing data and expertise within the cooperating agencies to the greatest extent possible. Existing data bases will be searched before any field inspections are made. Field inspection will be limited to sites or areas which are believed to have outstanding value natural features which have not been adequately studied. Inventory effort will concentrate on sites meeting the criteria for value classes 1 and 2. An effort will be made to catalogue 90-100% of these features of statewide or national importance. The study will probably identify only 10-40% of the value class 3 and 4 features. An advisory committee has been assembled to guide the study. Members and affiliations are listed in Appendix A. As the study progresses, an attempt will be made to refine the criteria and standards. For example, it may be possible to specify a height to width ratio for gorges allowing objective assignment to a value class based on measurements. Limitations While every effort will be made to identify all or nearly all Montana natural features of value classes 1 and 2, it should be emphasized that this is a preliminary and low-intensity reconnaissance rather than an exhaustive inventory. River reaches in which no high-value natural features are identified during this study may be found during more detailed study to contain much of value. Mapping and Tabulation Methods As sites are located, they will be plotted on a set of 1:100,000 USGS topographic maps using colored signal dots: green for botanical resources, and red for geological or hydrological features. Each site will be given a unique number which will be lettered on the appropriate signal dot. Numbers will correspond to an information sheet that will be completed for each site (see Appendix B). Dams and reservoirs will be plotted on a separate 1:1,000,000 map of Montana in order to allow determination of free-flowing reaches. All drainage area in the state upstream from a major impoundment will be indicated on the map. A reliability diagram, showing the relative intensity of study effort and reliability of data, will accompany the inventory map. sites will be rated by project staff as they are identified. At the completion of the mapping effort the ratings of all sites identified will be reviewed and modified as needed based on the findings of the study. Finally, the cooperating agency contacts and technical advisors will be given an opportunity to review the ratings and suggest changes. At the conclusion of the mapping and rating effort, all sites will be tabulated in a form similar to that shown in Appendix B. Data to be included for each site will include: (a) Name; (b) Description (will be taken from list in Table 1); (c) Designation (if any); (d) County; (e) Quadrangle map where located; and (f) assigned value class for each of the four criteria. Tasks Task 1. Telephone interviews with agency and resource people. This will involve interviews with knowledgable people in (a) each USPS regional office; (b) each BLM district office; (c) MSU and UM; (d) state resource agencies. V/ill include inventory of designated natural areas (Research Natural Areas, Areas of Critical Environmental Concern, etc.) Task 2. Compile existing data a) Search National Natural Landmarks reports, geological and ecological themes b) Search NCIC and USGS place names indices for key words (e.g., island, falls, gorge, slough) c) Contact Museum of the Rockies and other sources for locations of key fossil sites d) Search University herbaria and Nature Conservancy files for rare plants and communities (subcontract) e) Search DFWP stream index for significant natural features f) Search DNRC geothermal/hot springs files Task 3. Search USGS quads and/or available aerial photographs; verify sites identified during search of existing data; gather additional descriptive data on sites Task 4. Tabulate data, prepare final maps Task 5. Limited field investigation of questioned sites Task 6. Assignment of sites to value classes based on standards listed above. Four separate ratings will be given to each site, one for each of the four criteria. The ultimate rating to be given a site will be the highest rating assigned for any of these four criteria. Task 7. Identification of areas where further investigation is likely to reveal presently-unknown natural features of importance. APPENDIX A AGENCY CONTACTS Leon Logan U.S. Forest Service Range and Watershed P.O. Box 7669 Missoula MT 59801 Phone 329-3516 Bert Williams U. S. Bureau of Land Management P.O. Box 36800 Billings MT 59807 Phone 657-6561 Larry Thompson Montana Department of Natural Resources and Conservation 32 South Ewing Helena MT 59620 Phone: 444-6786 TECHNICAL ADVISORS Janet Johnson U.S. Forest Service Range and Watershed P.O. Box 7669 Missoula MT 59801 Phone: 329-3141 Mick Hager Museum of the Rockies Montana State University Bozeman MT 59715 Phone: 126-2251 Don Hyndman Department of Geology University of Montana Missoula MT 59812 Phone: 243-2241 John Montagne Department of Geology Montana State University Bozeman MT 59715 Phone: 587-2406 Peter Lesica Department of Botany University of Montana Missoula MT 59812 Phone: 243-5711 Cliff Montagne Plant and Soil Science Department Montana State University Bozeman MT 59715 Jack Rumely Department of Botany Montana State University Bozeman MT 59715 Phone: 126-5676/4424 Dave Alt Department of Geology University of Montana Missoula MT 59812 Phone: 243-4761 Carol Taylor U. S. Fish and Wildlife Service Federal Building Helena MT 59601 Phone: 449-5225 Bob Pfister Department of Forestry University of Montana Missoula, MT 59812 Phone: 243-6582 Bob Kiesling The Nature Conservancy Power Block Building Helena MT 59601 Phone: 443-0303 Tad Weaver Department of Biology Montana State University Bozeman MT 59715 Phone: 126-3270 Wyman Schmidt U.S. Forest Service Forestry Sciences Laboratory Bozeman MT 59717 Phone: 587-5271 Dennis Flath Fish, Wildlife, and Parks Box 5, MSU Bozeman, MT 59715 Phone: 126-3285 Kathy Peterson Department of Botany University of Montana Missoula MT 59812 Phone: 243-4743 John Mundinger Fish, Wildlife and Parks Helena MT 59601 Phone: 444-5670 Curt Soper The Nature Conservancy 1234 NW 25th Ave. Portland OR 97210 Phone: (503) 228-9550 Don Peterson Department of Ecology P.V.ll Olympia WA 98506 Phone: (206)459-6285 Craig Groves The Nature Conservancy 4696 Overland Road, Suite 518 Boise ID 83507 Phone: (208)334-3402 APPENDIX B DATA FORM FOR SITE INVENTORY Site Name Site Number Type of Feature (as listed in Table 1) Special Status or Institutional Constraint (if any) County Hydrologic Unit Code MDFWP River Code No. River Mile Quadrangle Maps where shown Township, Range, Section Latitude, longitude Description How Accurately located? 1/4 section section township county Sources of Data Assignment of Value Classes: Criterion A — Uniqueness Criterion B — Designation or listing Criterion C — Public and Recreational Use Criterion D — Scientific reference value Final Value Class Assigned APPENDIX C SOURCES OF DATA Published Sources Alden, W. C. 1932. Physiography and glacial geology of eastern Montana and adjacent areas. U. S. Geological Survey Professional Paper 174. 133 pp. Alden, W. C. 1953. Physiography and glacial geology of western Montana and adjacent areas. U. S. Geological Survey Professional Paper 231. 200 pp. Campbell, N. P. 1978. Caves of Montana. Bulletin 105, Montana Bureau of Mines and Geology. Cringman, A. T. , and R. L. Dix. 1975. Ecological theme analysis and inventory of potential natural landmarks of the Great Plains natural region. Prepared for the Natural Landmarks Division, U. S. National Park Service. Fisher, Hank. The floater's guide to Montana. Helena: Falcon Press. Hyndman, D. W. , and D. Alt. 1982. Proposed natural landmarks of the northern Rocky Mountains: geologic themes, 2 vols. Prepared for the Natural Landmarks Division, U. S. National Park Service. Johnson, J. L. , and R. D. Pfister. 1981. A survey of potential ecological natural landmarks of the northern Rocky Mountains. Prepared for the Natural Landmarks Division, U. S. National Park Service. Johnson, J. L. , and R. D. Pfister. 1982. A survey of potential natural landmarks of the Middle Rocky Mountains. Prepared for the Natural Landmarks Division, U. S. National Park Service. Lesica, P., G. Moore, K. Peterson, and J. Rumely. 1984. Vascular plants of limited distribution in Montana. Monograph No. 2, Montana Academy of Sciences. Supplement to the Proceedings, Volume 43. Rigby, J. K. 1981. Proposed natural landmarks of the middle Rocky Mountains: geologic themes. Prepared for the Natural Landmarks Division, U. S. National Park Service. Ross, R. L. , E. P. Murray, and J. G. Haigh. 1973. Soil and vegetation inventory of near-pristine sites in Montana. USDA Soil Conservation Service, Bozeman. Trimble, D. E. 1972. Potential national natural landmarks in the Great Plains: geological category of history of landforms and history of lifeforms. Prepared for the Natural Landmarks Division, U. S. National Park Service. Personal aad Agency Contacts USFS regional offices BLM district offices DFWP regional headquarters NFS University herbaria Montana Rare Plant Project The Nature Conservancy DNRC geothermal Stewart Allen (whitewater rapids) Flathead River Basin Connnission Clark Fork River Basin Commission Doug Melton, Dept. of Anthropology, U of M (paleontological sites) Elaine Howard, Montana Power Company (paleontological sites) Montana Historical Society Other Sources uses quadrangle maps USFWS color IR stereo photography of the Yellowstone River (confluence to Gardiner) and Missouri River (below Fort Peck) DNRC black-and-white photography of Marias, Missouri Rivers Cultural Features LEAD AGENCY: State of Montana SENIOR RESOURCE EXPERT AND STAFF: Thomas A. Foor Department of Anthropology University of Montana Missoula, MT 59812 COOPERATING RESOURCE EXPERTS: Burt Wi 1 liams State Archaeologist Bureau of Land Management Billings, Montana Ernestine Green Regional Archaeologist United States Department of Agriculture Forest Service Missoula, Montana INTRODUCTION: The Pacific Northwest Rivers Study was initiated to assess the significance of river segments and systems for a variety of fish, wildlife, natural, recreational, and cultural resource values. Thomas A. Foor, the Department of Anthropology, University of Montana and the State Preservation Office have been designated to take the lead in assessing the value of rivers for Cultural Resources in the State of Montana. This report summarizes the method which will be used to complete this assessment. It identifies the value classes to which river segments will be assigned, the criteria which will be used to determine the value of Montana river segments, the standards used to apply these criteria, and the process by which decisions will be made. EX.A/3-27-85/VC Page Two CATEGORY DESCRIPTION: Montana Cultural Resources. By "Cultural Resources" We mean reported Montana districts, sites, buildings, structures and objects of State or national signi' ficance in architecture, American history or prehistory. VALUE CLASSES: Value Class 1. Class I. 2. Class II. 3. Class III. 4. Class IV. 5. Class V. River segments will be classified into one of these categories based on the below-1 isted criteria. CRITERIA: Class I. Sites listed in or determined eligible or listing in the National Register of Historic Places have been recorded on the river segment. Class II. Sites have been recorded on the river segment and may be eligible for listing in the National Register of Historic Places. Class III. No sites have been recorded but there is the potential for National Register eligible properties on the river reach. Class IV. No possibility of significant cultural resources existing on the river segment. Class V. Not enough information available to classify the river segment in Categories I, II, III, or IV. If a river segment can be placed within more than one class the the category of highest significance (the lower numbered category) will be used for mapping purposes. STANDARDS: The above-listed categories have the advantages of precision and being to the point as National Register Significance is the yardstick by which cultural resource values are judged on the State and Federal Agency level in Montana. The potential for National Register eligible sites existing on a river segment will be estimated using the cultural resource data base maintained at the University of Montana. This data base contains information on 17,000 pre- historic and historic sites reported in the State of Montana and provides for the information needs of local. State, and Federal agencies. Page Three EVALUATION PROCESS: An intial list of relevant cultural properties will be compiled by the University of Montana. The status of properties will be determined in con- sultation with the State Historic Preservation Officer, Cooperating Resource Experts, and other interested professionals. Stream segments lacking cultural resources will be classified into categories III, IV, or V on the basis of the cultural resource distibution in surrounding areas and relationship of the river segment to geographical features. Work is tentatively scheduled to begin in April and finish in October of 1985. DATA FORM ENTRIES: Cultural Resource Evaluation 1. River Segment Listing (name/location) 2. Criteria a. National Register site present. b. National Register eligible site present. c. Unevaluated site present and probably eligible for N.R. d. No sites reported but N.R. eligible properties probably present. e. No possibility for N.R. eligible properties. f. Unclassified or insufficient information for classification. Documentation a. Site type. b. Justification. 4. Rating. 5. Comments. EX.A2/3-29-85/VC Recreation PACIFIC NORTHWEST RIVERS STUDY Method for Assessing the Significance of River Segments and Systems for Recreational R^esources in Montana April, 1985 LEAD AGENCY Montana Department of Fish, Wildlife, and Parks 1A20 E. Sixth Avenue Helena, MT 59620 SENIOR RESOURCE EXPERT AND STAFF Paul Pacini, Senior Resource Expert Stewart Allen, River Recreation Research Coordinator Jim Traub, River Recreation Research Assistant COOPERATING RESOURCE EXPERTS Wendell Beardsley, U.S. Forest Service Bob Lund, Bureau of Land Management Dr. Stephen McCool, University of Montana INTRODUCTION The Pacific Northwest Rivers Study was initiated to assess the significance of river segments and systems for a variety of fish, wildlife, natural, recreational, and cultural resource values. The Montana Department of Fish, Wildlife, and Parks has been designated to take the lead in assessing the value of rivers for Recreational Resources in the state of Montana. This report summarizes the method which will be used to complete this assessment. The Category Description section provides background on the rationale for Montana's inventory method. The Value Class section describes the end product of this portion of the study — the classes into which river segments will be grouped. The Criteria section explains the nine criteria Montana will use to inventory river segments. The Standards section explains how the criteria and - 1 - professional judgment will be used to assign rivers to value classes. The Methods section explains the mechanics of the procedure — how the inventory will be done. The reader may wish to scan this section first, to see how the study elements fit together. Finally, samples are provided of the intended work sheet that will be used to conduct the inventory (to be used in the field and retained by the State; a summary of these data will be provided to BPA). CATEGORY DESCRIPTION Many physical, biological, social, and managerial characteristics contribute to the recreational value of rivers. The type and ease of public access, use levels, river length, type of scenery, rapids, the presence of game fish, level of development, onsite management, and other aspects of the river corridor determine the level and type of recreation most suitable on the river. Public tastes regarding these and other river attributes may vary, so recreation managers recognize the importance of providing a wide variety of different river recreation opportunities. It is therefore not desirable to assign value to specific river characteristics. For example, high use levels indicate a river's po pular it y-- but not necessarily the level of recreational quality. Rivers receiving high use may simply be located closer to population centers, or have easier access than other streams. Less-popular river segments may provide better opportunities for solitude, or river camping, which are also needed opportunities. The point is that many types of rivers can be valuable for recreation; rivers with high use or easy access do not necessarily have more intrinsic value as recreation settings. The same is true with other recreational characteristics of rivers. River segments will therefore be categorized by their recreational attributes as mentioned above, but value will not be assigned strictly based on them; categorization and valuation are distinct steps. The scope of this study is limited because the time and budget constraints do not permit the complete field inventory commonly used to conduct inventories of recreational resources. While suitable for use as a planning document in the initial stages of hydropower planning, this inventory is not suitable for actually - 2 - siting facilities. VALUE CLASSES Value Class 1 Outstanding recreational resources 2 Substantial value recreational resources 3 Moderate value recreational resources 4 Limited value recreational resources U Unclassified or unknown recreational resources If a river segment is not included in one of these classes, the resource value is presumed not present or does not meet the minimum standards to be included in the study. However, hydroelectric development on segments not included could still adversely affect recreational resources. The inventory is concluding only that segments inventoried are more likely to have recreational resources that could pose constraints to development. Value classes have verbal descriptions of the type of river segment that would fall into each class to insure consistency of the definition of each class. These will be finalized following pilot testing of the inventory method, but the draft version is provided in the section on Standards. CRITERIA Nine cr i ter ia--resource attributes or use characteristics that help to give rivers recreational value--will be used to describe the river segments included in the study. Each segment will be placed into one of the categories for each criterion. How a river rates on the criteria will help determine its assignment to a value class, as explained under Standards. Following is a description of each. 1 . Opportunities for boating River segments will be categorized based on water surface type, which also implies the type of boat used on that part of the river. Five categories will be used: - 3 - - Segment is exclusively flat water or smooth enough to permit motorboats. - Segment contains minor rapids and riffles (Class I or II) suitable for canoes, dories, and other crafts. - Segment contains moderate rapids (Class II to III) more suitable for Whitewater canoeing, rafting and kayaking. - Segment contains large rapids (Class III to V) most suited to advanced Whitewater rafting and kayaking. - Water not boatable (reason will be provided). 2 . Opportunities for water-based recreational activities. These are the developed and dispersed uses that currently occur on or along the river segment. Activities will include kayaking, rafting, canoeing, innertubing, fishing from bank or shore, swimming, mo tor boa ti ng , and other activities as appropriate. Each activity present along a segment will be rated as either primary (one of the main reasons people visit the segment) or secondary (an activity that currently occurs, but is not one of the most important segment uses). 3. Land-based recreation activities. These are the developed and dispersed uses that currently occur along the river segment. Activities will include tent camping, car camping, motorized and non-motorized trail use, scenic viewing, picnicking, and other activities as appropriate. Activities will be designated as primary or secondary. 4 are Current use levels. If quantitative measures or estimates available (in visits, visitor-days or other form) they will be used (note: in this case, river segment use levels will also be rated the following way.) If quantitative figures or estimate are not available, use will be estimated using the following three categories: Heavy or concentrated recreational use; on a typical weekend day during the summer, people will commonly be seen at sites on shore and on the river (if boatable). Moderate or dispersed recreational use; on a typical weekend day during the summer, people will sometimes be seen on or along the river. Limited or highly dispersed use; on a typical weekend day during the summer, few or no people will likely be seen on or along the river. - 4 - 5. Access . This criterion is defined as ease of reaching the river from adjacent land areas (that is, accesst_o, not within , the river corridor). Five classes of access will be possible: Abundant access exists if the segment is parallelled by public land much of its length and paved or car- suitable roads parallel or frequently intersect the river. Access to the river shoreline should also be abundant. For boatable stretches, access may be restricted along the river, but paved roads should permit easy put-in and take-out of boats- Moderate access exists if the segment is parallelled or intersected occasionally by good quality roads. Access to the shoreline may be restricted in places by ownership or topography. Access to put-ins or take-outs is not as easy. Limited access exists if the segment is rarely parallelled or intersected by roads; the main access may be by poor roads or trails. Shoreline access may be difficult for much of the segment's length. Restricted access exists if the segment is not accessible by road and the shoreline is difficult to reach from adjacent lands. Other access conditions may be described if none of four conditions adequately describe access to the river segment . the 6 . Recreation Opportunity Setting class, be assigned to one of five classes: River segments will PRIMITIVE. The river corridor is an essentially unmodified natural environment with access along the segment by trail only. Nonrecr ea tional resource uses are either not present or are very compatible with river recreation. Recreational users are likely dispersed, with abundant opportunities for solitude. Recreational development is minimal or not present. River may flow through a designated Wilderness Area. SEMI-PRIMITIVE. The river corridor is a predominantly unmodified natural environment. Access along the segment may be possible by paved road, but the road 5 - does not intrude on the setting's natural qualities. Nonr ec rea t ional resource uses may be present but are compatible with river recreation. Other users may be present, but opportunities for solitude exist. Limited recreational development may be found in the river corridor, but primarily for protection of resource values and user safety. TRANSITION. The river corridor may alternate between predominantly natural and rural in character. A paved road may parallel the river for some distance, but does not provide abundant access to the water. Non r ec r ea t i ona 1 resource uses may be present, and may occasionally supplant recreational uses. Recreation visitors may be concentrated at informal or RURAL. The river corridor remains largely natural, but with moderate evidence of the sights and sounds of civilization. Evidence of other recreation users is abundant. Roads, powerlines, and other manmade features, as well as nonrecrea t ional resource uses, may be present along part or most of the segment. Recreational development, if present, is designed for larger numbers of users. URBAN. The river corridor is substantially modified, with the natural landscape subordinate to other resource uses. The segment may be closely parallelled for nearly its entire length by highways, transmission lines, or buildings and settlements. Opportunities for solitude are likely very few or nonexistant. 7. Scenic quality. This criterion will categorize river segments on the basis of the memorability, harmony, and uniqueness of their visual settings. The diversity of views and the presence and effect of cultural modifications is also considered. Four categories will be used: Outstanding scenic quality. For these segments, landforms, vegetation patterns, and water features combine to create unique, highly memorable, and harmonious visual settings. Views along the river and away from the river to surrounding scenery are highly diverse, providing river users with scenery that is spectacular and/or not common on other rivers in the region. If buildings, roads, and other cultural modifications are present, they either add favorably to or do not intrude on visual quality for river users - 6 - - High scenic quality. For these segments, landforms, vegetation patterns, and water features combine to create a highly memorable and visually pleasing setting, although one that may be more common to the region. Views along and away from the river are highly diverse and cultural modifications, if present, either add to or do not detract from the visual setting. Moderate scenic quality. For these segments, landforms, vegetation patterns, and water features along the river combine to create harmonious but common visual settings. Views along and away from the river are somewhat varied, but lack a high degree of contrast and diversity. Encroachment of cultural modifications may be evident, and either adds little to or detracts from visual quality. - Low scenic quality. For these segments, landforms, vegetation patterns, and water features combine to create visual settings lacking in variety and contrast. Views along and away from the river are monotonous and common. Cultural modifications may dominate and detract from visual quality. 8. Opportunities for fishing. This will be the existing value class for sport fishery in the Montana Stream Data Base. River segments will fall into one of six categories: - H ighes t - val ue fishery resource. - High priority fishery resource. - Substantial fishery resource. - Moderate fishery resource. - Limited fishery resource. - Not yet classified. 9. Developed recreation sites along segment. The names and types of public and private outdoor recreation facilities located along the river will be listed, STANDARDS Standards are the means by which the river segments are - 7 - assigned to one of the value classes. As noted in the introduction, the criteria will not have specific values, numerical ratings, or points attached to them. Instead, raters will study the set of criteria for a given segment and combine that data (and other appropriate . information) with their professional judgment to assign a value class. The raters may also take into account the perceived quality of the recreation experience opportunity, local or regional supply of and demand for similar opportunities, volume or seasonality of flow, and other factors. The specific reasons a segment is assigned to a value class will be recorded. This will allow flexibility in value class assignment, yet give raters a common basis for their assessment and allow the process to be understood by others . The raters can consider local and regional importance as one of the contributors to value class assignment. Therefore, a river of given characteristics that might not be highly-valued in one part of the state could be hi ghl y- va lued in another region. However, a river segment will not be devalued just because several high-value rivers are located close to each other. As stated in the Introduction, the Value Classes will have following descriptions anchored to them, to help raters reach a concensus on value class assignment and maintain consistency from region to region: I. Outstanding rec exce p 1 1 well-kn ever yon Thy are very hi These s that ar agr eeme be unan should di f f icu should e val uat of the onal ly f own r ec r e wou Id unique gh-qual i e gmen ts e highly nt that imo u s am be Willi It acces be r eser ion sy st river re reational resources are ine, popular or eational settings that nearly agree are "Blue Ribbon" resources, within a region or provide ty recreational opportunities. would likely have many attributes (criteria) -valued within the region, and the river belongs in this class should ong the raters. Recreational users ng to travel long distances or endure s to use these resources. Use of this class ved. For example, in the state's stream em for fisheries, only about 10 percent aches are in the highest- va lue class. II. Substantial recreational resources are highly valued, but not quite as much as segments in Class I. These segments would likely contain about five or more criteria ratings judged to be desirable within the region. Very important recreational settings, among - 8 - the finer in the state or region and capable of providing top-quality recreational experiences. III. Mode ra te recreational resources have a considerable degree of recreational value, but not as much (or as many types of) value as Class II segments. They would likely have received two to five criteria ratings judged to be desirable within the region. These resources are likely available elsewhere in the region, IV. Limited recreational resources have some definite recreational value, but not as much (or as many types of) value as Class III segments. These should contain at least one criterion rating judged to be important within the region. Recreational values could be limited by restricted access, polluted water, disturbed shorelines, or similar intrusions, V. Unclassified recreational resources likely have some current or potential recreational value, but the level or type of value is unknown. All rivers in the state having a flow of about 5 cfs or higher during recreational use periods are assumed to be in this class, until they are either rated higher during the inventory or dropped from the study. EVALUATION PROCESS First, DFWP regional parks managers and federal land managers from the U.S. Forest Service and BLM who have responsibility for or knowledge of rivers in each part of the state will be sent lists of rivers and/or maps of their regions, designate segments having recreational values. Service and BLM will be responsible for supplying agency participants, and the state will supply and asked to The Forest maps to their maps to the regional parks managers. Each participant set of instructions and training. will receive the same Guidelines for segment definition will be provided. For example, segments should have relatively homogeneous recreational use patterns and values. The list of segments will be reviewed by project staff and compiled into a single list. This list (drawn up separately for each DFWP management region) will then be recirculated to the same managers, who will be asked to rate each segment in their part of the state on the nine criteria, and to assign each segment to a value class. The managers will make preliminary value class assignments based on - 9 - ratings, their perceptions of recreational quality, the regional supply of and demand for the type(s) of recreation characterizing the segment, and other factors judged important. The specific reasons for value class designation will be written down. A complete set of instructions will be given to the managers, with clarification in person or by telephone. The attached worksheet will be completed by all participating managers. After the worksheets are returned, project recreation staff will compile them into a single worksheet for each river segment. If there is substantial disagreement on criteria description and value class among the managers who rated a given segment, the managers may be contacted by mail or phone to resolve the differences. River segments could also be assigned the higher of the suggested value classes, or user group input could be used. This part of the process is flexible and will depend on the worksheet information received. If necessary, the research assistant may travel to one or more of the seven Department of Fish, Wildlife, and Parks management regions in Montana and meet with the state and federal managers. At the meeting, recreation managers would review and agree by concensus on where each segment rates on each of the nine criteria. They would then assign each segment to one of the value classes, also by concensus. The specific reasons for value class assignment, along with any continuing differences of opinion, would be noted. River recreation user groups will be involved concurrently in the process. As noted in BPA's Issues Resolution Paper, formal public involvement is the responsibility of BPA and the Northwest Power Planning Council. However, the state will initiate user group involvement at the start of the study and views this involvement as an important component of the recreational inventory . The recreation project staff will compile a list of relevant user groups and knowledgable individuals (supplied by project staff and/or state and federal managers). They will be asked to list rivers and segments they value for recreation and to assign a suggested value class to each. Along with the managers' worksheets, this information will be used by project staff to develop the draft list of river segments and value classes. Written communications from user groups will also be sent to BPA with the maps and worksheets. Once all worksheets have been completed and user groups' comments received, a draft list of river segments and value classes will be developed by project staff. This list will be circulated to everyone who has participated in the inventory. - 10 - Following this, revisions will be made if warranted and the river segments transferred to the maps BPA will receive. The process methods and timeline will be adapted as needed, but the following schedule is anticipated. Managers will designate segments during March and April and complete the criteria ratings and value classes in April and May. User groups will be contacted during this time period. In June and July, manager and user group information will be compiled and a draft list of segments and value classes sent out for review in August. Revision will take place in September and the maps prepared in October for delivery to BPA in November. - 11 - 00 C o ■a u CO CO Q> -H •o ^J *j l-i C OJ -H U 3 -o a in , ^ o -H (U CO B ■-! n I I (J «) Oi > o. •H 10 4-> Mr-I ■H c c IS ^s 01 B o ■H ■H 4-* ^ -H tH •o u OJ ■H in M w c C *-< TD 4J a. -H CO CO CO (U 3 -HI w ,-( c 4-1 4J M 4J *J B -rt c CO to (0 in . O IX o Mill •H iH 1 1 c CO o 3 •rt tr 4-> n u u -H ^ C CI 01 01 o PS u 00 o c 01 •H M n T3 •H 0) >M O. 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U C 01 ^ 1 \ HI rJ 1 S Institutional Constraints PACIFIC NORTHWEST RIVERS STUDY Method of Assessing the Significance of River Segments and Systems for Institutional Constraints in Montana LEAD AGENCY: State of Montana SENIOR RESOURCE EXPERT AND STAFF: Patrick Graham Stewart Allen 1420 East Sixth Avenue Helena, MT 59620 406-444-2449 COOPERATING RESOURCE EXPERTS: George Holton Mont. Dept. of Fish, Wildlife and Parks 1420 East Sixth Avenue Helena, MT 59620 406-444-2448 John Mundinger Mont. Dept. of Fish, Wildlife and Parks 1420 East Sixth Avenue Helena, MT 59620 406-444-2612 Larry Thompson Mont. Dept. of Natural Resources and Conservation Energy Division 32 South Ewing Helena, MT 59620 406-444-6786 Paul Pacini Mont. Dept. of Fish, Wildlife and Parks 1420 East Sixth Avenue Helena, MT 59620 406-444-3750 Tom Foor Department of Anthropology University of Montana Missoula, MT 59812 406-243-5081 Ralph Driear Governors Office State Capitol Helena, MT 59620 406-444-3111 Abe Horpestad Dept. of Health & Env, Sciences Cogswell Building Helena, MT 59620 406-444-2406 -1- Deborah Schmidt Environmental Quality Council State Capitol Helena, MT 59620 406-A44-3743 Brace Hayden Governors Office Capitol Station Helena, MT 59620 406-444-3111 Howard Johnson Governors Office Capitol Station Helena, MT 59620 406-444-3111 John Moorehouse Bureau of Land Management 222 North 32nd Street Billings, MT 59107 406-657-6655 Earl Reinsel U.S. Forest Service Federal Building Missoula, MT 59807 406-329-3399 Gary Wood U.S. Fish and Wildlife Service Room 3035, Federal Building 316 North 26th Billings, m 59101 406-657-6750 INTRODUCTION: The Pacific Northwest Rivers Study was Initiated to assess the significance of river segments and systems for a variety of fish, wildlife, natural, recreational, and cultural resource values. The State of Montana has been designated to take the lead in compiling the institutional constraints in Montana. This report summarizes the kinds of institutional constraints which will be used in this assessment. CATEGORY DESCRIPTION: Institutional constraints are comprised of laws or policies with direct implications for hydropower development imposed and/or administered by agencies of government at the Federal, state, or local level, or by the Tribes. Institutional constraints may prohibit, significantly limit, or otherwise impose conditions on hydropower development. For purposes of this survey only the potential prohibitions are included. Other constraints would be addressed in an actual siting study. -2- CONSTRAINT CLASSES CLASS DESCRIPTION 1, Federal, state, or local regulations prohibit hydropower development. 2. Potential Federal and state prohibitions (such as wilderness study areas) . CRITERIA AND STANDARDS: Wild and Scenic Rivers - All such designated rivers will be class one but considered along with other reaches for the other five resource areas. Wilderness Areas and National Parks - All such designated rivers will be class one and will not be considered along with other reaches in the other five resource areas unless time permits. They can be excluded because it is presumed that the land typed designation was not determined on the quality of the streams. It is assumed that these streams represent a mix of value classes but because of their inclusion in wilderness or National Parks designations will not be developed for hydropower. Roadless Areas, National Natural Landmarks, Fish Hatcheries, Wildlife Refuges, Biosphere Reserves - All such designated areas adjacent to rivers will be classified a minimum of class two unless expert judgment warrants class one designation. EVALUATION PROCESS Each constraint will be assigned to a senior resource expert for inclusion in their categorization. River segments affected by Class I and TI constraints will be m.apped at 1:100,000. 302/28 -3- APPENDIX A PACIFIC NORTHWEST RIVERS STUDY Participants Contact List Bonneville Power Administration Thomas E. Pansky, Regional Coordinator P.O. Box 3621 - PRT Portland, OR 97208 (503) 230-3969 BONNEVILLE POWER ADMINISTRATION Coordinator: Torn Pansky Division of Power Resources Planning P.O. Box 3621 - PRT Portland, OR 97208 (503) 230-3969 FTS: 429-3969 Contracting Officer's Technical Representative; Bob Moulton Division of Power Resources Planning P.O. Box 3621 - PRT Portland, OR 97208 (503) 230-3973 FTS: 429-3973 Technical Advisor: Drew Parkin 15 Thingvalla Avenue Cambridge, MA 02138 (617) 876-6173 U.S. BUREAU OF LAND MANAGEMENT Coordinator: Jack Witherspoon 825 N.E. Multnomah P.O. Box 2965 Portland, OR 97208 (503) 231-6972 FTS: 429-6972 U.S. FISH AND WILDLIFE SERVICE Coordinator: Richard Giger 500 N.E. Multnomah, Suite 1650 Portland, OR 97232 (503) 231-6154 FTS: 429-6154 U.S.D.A. FOREST SERVICE Coordinator: Edward Allen 319 S.W. Pine Street P.O. Box 3623 Portland, OR 97208 (503) 221-3014 FTS: 429-3014 Cooperating Agency Resource Experts NATIONAL PAtlK SERVICE Pacific Northwest Region Westin Building - Room 1920 2001 6th Avenue Seattle, WA 98121 Coordinator: Sid Malbon NFS - Chief, Environmental Activities & Planning (206) 442-5366 Natural ; Recreation: Dennis Canty NFS - Environmental Activities & Planning (206) 442-5366 Howard Chadwick NPS - Environmental Activities & Planning (206) 442-5366 Cultural: Stephanie Toothman, Regional Historian NPS - Cultural Resources Division (206) 442-0791 FTS: 399-0791 Jim Thomson, Regional Archeologist NPS - Cultural Resources Division (206) 442-0791 FTS: 399-0791 Jane Evans NPS - Cultural Resources Divison (206) 442-0791 FTS: 399-0791 STATE OF IDAHO Senior Resource Experts Project Staff/Participating Agencies State Coordinator: Carl Nellis Idaho Dept. of Fish & Game 600 S. Walnut Boise, ID 83707 (208) 334-3180 FTS: 554-3180 Fish; Virgil Moore Idaho Dept. of Fish & Game 600 S. Walnut Boise, ID 83707 (208) 334-3791 Dan Schill Idaho Dept. of Fish & Game 600 S. Walnut Boise, ID 83707 (208) 334-3969 Wildlife: Martel Morache Idaho Dept. of Fish & Game 600 S. Walnut Boise, ID 83707 (208) 334-2920 Natural Craig Groves, Heritage Coordinator Features: The Nature Conservancy 4696 Overland Road, Suite 518 Boise, ID 83705 (208) 334-3402 Steve Caicco/Pam Peterson The Nature Conservancy 4696 Overland Rd., Ste. 518 Boise, ID 83705 (208) 334-3402 Cultural: Tom Green, State Archeologist Idaho State Historic Preservation Office 610 N. Julia Davis Dr. Boise, ID 83702 (208) 334-3847 Ms. Chris Fuhrman Idaho State Historic Preservation Office 610 N. Julia Davis Dr, Boise, ID 83702 (208) 334-3847 Recreation: Todd Graeff Idaho Dept. of Parks & Recreation 2177 Warm Springs Ave. Statehouse Mail Boise, ID 83720 (208) 334-2284 Mary McGown Idaho Dept. of Parks & Rec, 2177 Warm Springs Ave. Statehouse Mail Boise, ID 83720 (208) 334-3360 Institutional : Susan Martin Idaho Dept. of Health & Welfare Division of Environment Statehouse Mail Boise, ID 83720 (208) 334-4251 Don McNarie Idaho Dept. of Lands Statehouse Mail Boise, ID 83720 (208) 334-3955 Jim Winner Idaho Dept. of Water Resources Statehouse Mail Boise, ID 83720 (208) 334-4481 Cooperating Agency Resource Experts Project Staff/Participating Agencies IDAHO - Bureau of Land Management Idaho State Office 3380 Americana Terrace Boise, ID 83706 Coordinator: Gregg Berry (208) 334-1491 FTS: 554-1491 Fred Minkler (208) 334-1491 FTS: 554-1491 Recreation: George Weiskircher (208) 334-1748 FTS: 554-1748 IDAHO - Forest Service Intermountain Region - 4 Coordinator: Dean Martens Payette National Forest P.O. Box 1026 McCall, ID 83638 (208) 634-8151 IDAHO Forest Service Northern Rockies Region - 1 [See contacts in Montana listing] IDAHO - U.S. Fish and Wildlife Service Coordinator; John Wolflin, Field Supervisor 4620 Overland Road, Room 209 Boise, ID 83705 (208) 334-1931 STATE OF MONTANA Senior Resource Experts State Coordinator: Patrick Graham Montana Dept. of Fish, Wildlife & Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-2449 Project Staff/Participating Agencies Stewart Allen Research Coordinator 440 North Park Helena, MT 59601 (406) 442-6966 Fish: George Holton Montana Dept. Fish, Wildlife, & Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-2448 Wildlife: John Mundinger MT Dept. Fish, Wildlf, Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-2612 Gael Bissell MT Dept. Fish, Wildlf, Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-2612 Natural Larry Thompson Features: Montana Dept. Natural Resources and Conservation 25 South Ewing Helena, MT 59620 (406) 444-6786 Tom Ring MT Dept. Natural Resources and Conservation 25 South Ewing Helena, MT 59620 (406) 444-6786 Bob Kiesling, State Director The Nature Conservancy P.O. Box 258 Helena, MT 59624 (406)443-0303 Cultural: Tom Foor Dept. of Anthropology University of Montana Missoula, MT 59820 (406) 243-5081 Recreation: Paul Pacini MT Dept. Fish, Wildlife, & Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-3750 Stewart Allen (see above) Institutional : Patrick Graham Montana Dept. of Fish, Wildlife & Parks 1420 East Sixth Avenue Helena, MT 59620 (406) 444-2449 Cooperating Agency Resource Experts Project Staff /Participating Agencies MONTANA - Bureau of Land Management Montana State Office 222 North 32nd Street P.O. Box 36800 Billings, MT 59107 Coordinator: Loren Cabe Division of Lands & Renewable Resources FTS: 585-6815 Fish: Dan Hinkley Div. of Lands & Ren. Res, FTS: 585-6474 Wildlife: Ray Hoein Div. of Lands & Ren. Res. FTS: 585-6474 Natural Features ; Cultural: Burt Williams Div. of Lands & Ren. Res. FTS: 585-6474 Recreation; Institutional : Bob Lund Div. of Lands & Ren. Res, FTS: 585-6474 MONTANA - Forest Service Northern Rockies Region - 1 P.O. Box 7669 Missoula, MT 59807 Coordinator: Earl Reinsel, Energy Planner (406) 329-3399 FTS: 585-3399 Fish; Wildlife: Don Bartschi Fish & Wildlife Unit Regional Office (406) 329-3287 FTS: 585-3287 Natural Features ; Leon Logan, Water Resources Range & Watershed Unit (406) 329-3516 FTS: 585-3516 Cultural ; Recreation; Institutional : Wendell Beards ley Recreation & Lands Unit (406) 329-3150 FTS: 585-3150 Ernestine Green Recreation & Lands Unit (406) 329-3662 FTS: 585-3662 Cooperating Agency Resource Experts Project Staff/Participating Agencies MONTANA - U.S. Fish and Wildlife Service Coordinator: Gary Wood Room 305, Federal Building 316 North 26th Billings, MT 59101 (406) 657-6750 Fish: Larry Lockard NW Montana Fish and Wildlife Center 780 Creston Hatchery Road Kalispell, MT 59901 (406) 755-7870 Wildlife: Alex Hoar Room 305, Federal Building 316 North 26th Billings, MT 59101 (406) 657-6750 Natural Carol Taylor Features; Federal Building T&E Species: 301 South Park Helena, MT 59626 (406) 449-5225 STATE OF OREGON Senior Resource Experts Project Staff/Participating Agencies State Coordinator: Gary Waltenbaugh Oregon Department of Energy 102 Labor & Industries Bldg. Salem, OR 97310 (503) 378-8327 Fish; Brent Forsberg Wildlife: Oregon Dept. of Fish and Wildlife 506 S.W. Mill Street P.O. Box 3503 Portland, OR 97208 (503) 229-5680 Louis Fredd OR Dept. of Fish and Wildlife 506 S.W. Mill Street P.O. Box 3503 Portland, OR 97208 (503) 229-6959 Natural Curt Soper, Heritage Coordinator Features: The Nature Conservancy 1234 N.W. 25th Avenue Portland, OR 97210 (503) 228-9550 Cultural: Leland Gilsen Oregon Dept. of Transportation, Parks & Recreation Division 525 Trade Street S.E. Salem, OR 97310 (503) 378-5023 Recreation: John Lilly Oregon Dept. of Transportation, Parks & Recreation Division 525 Trade Street S.E. Salem, OR 97310 (503) 378-5000 Al Cook/Jack Remington Oregon Dept. of Transportation, Parks & Recreation Division 525 Trade Street S.E. Salem, OR 97310 (503) 378-5000 Institu- Steve Brutscher . tional Oregon Water Resources Dept. (State): 555 13th St. N.E. Salem, OR 97310 (503) 378-3671 (Local): Lloyd Chapman Dept. of Land Conservation & Development 1175 Court Street N.E. Salem, OR 97310 (503) 373-7399 Cooperating Agency Resource Experts Project Staff /Participating Agencies OREGON - Bureau of Land Manage ment Oregon State Office 825 NE. Multnomah Street P.O. Box 2965 Portland, OR 97208 Coordinator: Jack Witherspoon (503) 231-6953 FTS: 429-6953 Fish: Art Oakley Fishery Biologist (503) 231-6866 Wildlife: Bill Nietro Wildlife Biologist (503) 231-6866 Recreation: Jack Witherspoon (503) 231-6972 Natural Features; Ken White Recreation; Lands, Minerals & Recreation Branch Institutional: (503) 231-6972 OREGON - Forest Service Pacific Northwest Region - 6 Coordinator; Gene Tomlin Natural Features; Range and Watershed Management Cultural; 319 S.W. Pine Street Recreation; P.O. Box 3623 Institutional: Portland, OR 97208 (503) 221-3033 Fish; Del Skeesick Wildlife: Willamette National Forest P.O. Box 10607 Eugene, OR 97440 (503) 687-6699 OREGON - U.S. Fish and Wildlife Service Coordinator: Pat Wright 727 N.E. 24th Avenue Portland, OR 97232 (503) 231-6179 FTS: 429-6179 Jim Michaels Endangered Species Office 2625 Parkmont Lane S.W., Building B-2 Olympia, WA 98502 STATE OF WASHINGTON Senior Resource Experts Project Staff/Participating Agencies State Coordinator: Steven Zubalik Washington State Energy Office 400 E. Union Olympia, WA 98504 (206) 754-0728 Gilbert McCoy WA State Energy Office 400 E. Union Olympia, WA 98504 (206) 754-0753 Fish: Paul Mongillo Resident Fish Program Manager Washington Department of Game 600 N. Capitol Way Olympia, WA 98504 (206) 753-5713 Alex Bradbury Fish Management Division Washington Dept. of Game 16018 Mill Creek Blvd. Mill Creek, WA 98012 (206) 775-1311 Wildlife: Jack Howerton Washington Department of Game 600 N. Capitol Way Olympia, WA 98504 (206) 753-2736 Bob Bicknell Habitat Management Division Washington Dept. of Game 600 N. Capitol Way Olympia, WA 98504 (206) 753-3188 Natural Features ; Mark Sheehan WA Natural Heritage Program Dept. of Natural Res. EX-12 Olympia, WA 98504 (206) 753-2449 Elise Augenstein WA Natural Heritage Program Dept. of Natural Res. EX-12 Olympia, WA 98504 (206) 753-2448 Cultural: Robert Whitlam Office of Archeology and Historic Preservation 111 West 21st Avenue, KL-11 Olympia, WA 98504 (206) 753-4405 Recreation: Bill Bush Washington State Parks & Recreation Commission 7250 Cleanwater Lane, MS-KYll Olympia, WA 98504 (206) 753-2017 Gerald Pelton Planning Services Division Interagency Committee for Outdoor Recreation 4800 Capitol Boulevard Olympia, WA 98504 (206) 753-7140 Howard Chadwick National Park Service 2001 Sixth Avenue Westin Building - Room 1920 Seattle, WA 98121 (206) 442-5366 Institutional ; Steven Zubalik Washington State Energy Office 400 E. Union Olympia, WA 98504 (206) 754-0728 Don Peterson Washington Dept. of Ecology MS-PVll Olympia, WA 98504 (206) 459-6285 Cooperating Agency Resource Experts Project Staff/Participating Agencies WASHINGTON - Bureau of Land Management Oregon State Office 825 NE. Multnomah Street P.O. Box 2965 Portland, OR 97208 Coordinator; Jack Witherspoon (503) 231-6972 FTS: 429-6972 Fish: Wildlife: Art Oakley Fishery Biologist (503) 231-6866 Bill Nietro Wildlife Biologist (503) 231-6866 Recreation: Jack Witherspoon (503) 231-6972 Natural Features; Ken White Recreation; Lands, Minerals & Recreation Branch Institutional: (503) 231-6972 Coordinator; Natural Features; Cultural; Recreation; Institutional : WASHINGTON - Forest Service Pacific Northwest Region - 6 Gene Toralin Range and Watershed Management 319 S.W. Pine Street P.O. Box 3623 Portland, OR 97208 (503) 221-3033 Fish; Wildlife: Lyle Burraeister Gifford Pinchot National Forest 500 West 12th Street Vancouver, WA 987 70 (206) 696-7531 WASHINGTON U.S. Fish and Wildlife Service Coordinator: Elaine Rybak Building B-3, 2625 Parkmont Lane Olyrapia, WA 98502 (206) 753-9440 FTS: 434-9440 Jim Michaels Endangered Species Office 2625 Parkmont Lane S.W. , Building B-2 Olyrapia, WA 98502 INDIAN TRIBES - Biologists & Resource Contacts Shoshone-Bannock Tribes of the Fort Hall Reservation Fort Hall, ID 83203 (208) 238-3808 or 238-3867 or 238-3900 - Mr. Dan Daley [Also representing Duck Valley Reservation] Confederated Salish and Kootenai Tribes P.O. Box 278 Pablo, MT 59855 (406) 675-4600 - Mr. Jim Paro Blackfeet Tribe Box D Browning, MT 59417 (406) 338-7406 - Mr. Roy LaFromboise, Director, Planning Department - Ms. Ferol Wagner Klamath Indian Tribe P.O. Box 436 Chiloquin, OR 97624 (503) 783-2219 - Mr. Elwood Miller - Mr. Gene Gentry - Mr. Craig Bienz Confederated Tribes of the Colville Reservation P.O. Box 150 Nespelera, WA 99155 (509) 634-4711, ext. 298 - Mr. Jerry Marco - Mr. John Smith - Mr. Randy Lewis Upper Columbia United Tribes Fisheries Research Center Eastern Washington University Cheney, WA 99004 (509) 359-6397 or 359-2339 or 359-2523 - Dr. Allan T. Scholz, Director Spokane Tribe P.O. Box 385 Wellpinit, WA 99040 - Mr. Glen Ford, Tribal Council Kalispel Tribe P.p. Box 540 Usk, WA 99180 - Mr. Glen Neneraa, Chairman - Mr. Lawrence Goodrow Upper Columbia United Tribes (continued) Kootenai Tribe P.O. Box 1269 Bonners Ferry, ID 83805 - Mr. Basil White - Mr. Rodney Roadrunner Clarke Coeur d'Alene Tribe Plumraer, ID 83851 - Mr. James Albrecht - Mr. Richard James Mullen Columbia River Inter-Tribal Fish Commission 2705 E. Burnside, Suite 114 Portland, OR 97214 (503) 238-0667 - Mr. Rob Lothrop Nez Perce Tribe of Idaho P.O. Box 305 Lapwai, ID 83540 (208) 843-2253 - Mr. Burnie Hill - Mr. Ross Fuller Confederated Tribes of the Umatilla Indian Reservation P.O. Box 638 Pendleton, OR 97801 (503) 276-8221 - Ms. Jean Shaffer Confederated Tribes of the Warm Springs Reservation of Oregon Warm Springs, OR 97761 (503) 553-1161 - Mr. Cris Stainbrook Confederated Tribes and Bands of the Yakima Indian Nation P.O. Box 151 Toppenish, WA 98948 (509) 865-5121 - Mr. Joe Jay Pinkham, Chairman, General Council - Mr. William Yallup, Sr. , Tribal Council - Mr. Lynn Hatcher - Mr. William Bradley - Mr. Don Tahkeal Northwest Indian Fisheries Commission 2625 Parkmont Lane, SW Olyrapia, WA 98502 (206) 352-8030 FTS: 434-9476 - Mr. Dennis McDonald Northwest Indian Fisheries Commission (continued) Point No Point Treaty Council 7850 N.E. Little Boston Road Kingston, WA 98346 [Representing Jamestown Klallara, Lower Elwha Klallam, Skokomish, and Port Gamble Klallam Tribes] (206) 297-3422 or 297-2972 or 297-2826 - Mr. Stephen Ralph Lummi Tribe of Indians 2616 Kwina Road Bellingham, WA 98255 (206) 734-8180, ext. 225 - Mr. Paul Hage Tulalip Tribe 6700 Totem Beach Road Marysville, WA 98270 (206) 653-4585 - Mr. David Soraers - Mr. Terry Williams Hoh Indian Tribe Makah Indian Tribe Quileute Indian Tribe Quinalt Indian Tribe Squaxin Indian Tribe Muckleshoot Indian Tribe Nisqually Indian Tribe Nooksack Indian Tribe Puyallup Indian Tribe Sauk-Suiattle Indian Tribe Stillaguamish Indian Tribe Suquaraish Tribe of the Port Madison Reservation Swinomish Indian Tribe Upper Skagit Indian Tribe NOTE: Tribes with names and addresses have responded to BPA regarding project participation. * U.S. GOVERNMENT PRINTING OFFICE: 596-199/1985 DOE/BP- 4 6B