General Guidance

Mingan moonwort, Botrychium minganense. Photo by Mary Clay Stensvold @ USDA-NRCS PLANTS.

Below you will find a series of transmittal memos that contain information regarding how to implement the Survey and Manage Standards and Guidelines found in the 2001 Record of Decision (PDF) as modified by the 2011 Settlement Agreement (PDF). General Guidance documents are Instructional Memorandums and Information Bulletins in PDF format. These files are ordered starting from the most recent, and the document code listed at the beginning of each line indicates the year the document was released. Many of the documents include links to other attachments. In case those links become invalid over time, PDF versions of the attachments are provided in a bulleted list beneath the original documents.

• 2011 Survey & Manage Settlement Agreement Questions and Answers (PDF)
• IM-OR-2012-036 - Identification of Non-high Priority Sites: Four-step Process for Category C and D Species (PDF)
• IM-OR-2011-063 - 2011 Settlement Agreement in Litigation over the Survey and Manage Mitigation Measure in Conservation Northest et al. v. Sherman et al., Case No. 08-1067-JCC (W.D. Wash.) (PDF)
  • Associated Implementation Tools page
• IM-OR-2007-006 - Survey and Manage Exemptions-Northwest Ecosystem Alliance, et al. v. Mark E. Rey, et al., No. C04-833P (W.D.Wash.) (PDF)
• Attachment 1 - Stipulation and Order Re: Injunction (PDF)
• IM-OR-2006-029 - Management Direction regarding the January 9, 2006, Order on the Plaintiffs' Motion for Injunctive Relief, NEA et al v. Rey, et al, Civ. No. 04-844P (W.D. Wash.) (PDF)
• Attachment 1 - Draft S&M Wildlife Compliance Format, 2-9-06 (PDF)
• Attachment 2 - Draft S&M Botany Compliance Format, 2-9-06 (PDF)
• Attachment 3 - Draft transmittal of 2001 ROD Compliance Review Charts (PDF)
• IM-OR-2006-027 - Tools and Information to Assist Field Units in Managing Survey and Manage Species (PDF)
• Attachment 1 - Table 1-1: Species Included in Survey and Manage Standards and Guidelines and Category Assignment (December 2003) (PDF)
• IM-OR-2003-099 - Transmittal of Exception to Survey and Manage Pre-disturbance Survey Requirements for Wildland Fire for Resource Benefits (PDF)
• Attachment 1 - Exception to Survey and Manage Pre-Disturbance Survey Requirements for Wildland Fire for Resource Benefits (PDF)
• IB-OR-2003-159 - Guidelines for Undescribed/Potential New Species (PDF)
• IB-OR-2002-253 - Survey and Manage Species - Flexibility in the 2001 ROD (PDF)
• Attachment 1 - Questions and Answers on Routine Maintenance (PDF)
• Attachment 2 - Microsite document from the Mt. Hood NF (PDF)
• Attachment 3 - Microsite document from the Olympic NF (PDF)
• Attachment 4 - 4-step determination of non-HP sites (PDF)
• Attachment 5 - Example of non-HP determination (PDF)
• Attachment 6 - Listing of taxa leads and experts (PDF)
• IB-OR-2002-033 - Answers to Questions on 2001 Survey and Manage Standards and Guidelines (Second Set) (PDF)
• IB-OR-2001-214 - Answers to Questions on 2001 Survey and Manage Standards and Guidelines (First Set) (PDF)
• Attachment 1 - Questions on Use of the Record of Decision & Standards & Guidelines (PDF)
• IM-OR-2001-036 - Questions and Answers - Applying the Survey and Manage Record of Decision to Existing Management Activities, and Oregon Natural Resources Council Action et al. Stipulation to Dismiss (PDF)
• IB-OR-2000-264 - Policy Paper on Standards and Guidelines for the Northwest Forest Plan Adaptive Management Area System (PDF)