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Massachusetts Ocean Management: 
Implementation Progress and Results


                   Bruce K. Carlisle
        Office of Coastal Zone Management
Executive Office of Energy and Environmental Affairs
Outline
• Before / after MA Ocean 
  Management Plan: 
  – Siting and management 
    standards
  – Protecting critical marine 
    resources and uses
  – Collaborative government
• Progress on advancing 
  identified priorities
• EVI: the one that got away
W
“      e have also been particularly mindful of current 
uses and natural resource qualities of the state’s oceans, 
and of our state’s rich cultural, social, and economic 
heritage that has been tied so closely to the ocean and 
our varied interactions to it. We took as our point of 
departure the current state of resources and uses, 
growing tensions between existing and proposed uses 
and resource needs, and the current set of laws and 
regulations affecting them, in order to consider what 
legal authorities and action might be needed to assure 
that the Bay State's public trust ocean resources are 
adequately protected while also fostering sustainable 
uses of them. ”
    ‐ Massachusetts Ocean Management Task Force, 2004
Commercial fishing activity
Ocean Act of 2008
• Ocean Management Task Force 2003‐2004: set of 
  findings and recommendations
• Act directs Secretary of EEA to develop integrated 
  ocean management plan by December 31, 2009
• 15 directives, including: 
  – Develop siting priorities, locations, and standards for 
    allowed uses, facilities, activities
  – Identify and protect special, sensitive, and unique 
    estuarine and marine life and habitats
  – Foster sustainable uses
  – Support infrastructure necessary for economy and 
    quality of life
• All state approvals must be consistent with Plan
Jurisdictional 
 boundaries




                  Ocean planning area
Ocean Plan
• Draft Plan issued June 
  2009

• Final Plan promulgated 
  December 2009

• Volume I
   – Management
   – Administration

• Volume II
   – Baseline Assessment
   – Science Framework
Marine habitat and 
water‐dependent use protections
         • Plan identifies and maps:
           ‐ Important marine and 
             estuarine life and habitats (aka 
             Special, Sensitive, and Unique 
             resource areas)
           ‐ Areas of high concentrations of 
             existing water‐dependent uses
         • Contains siting and 
           performance standards to 
           protect these areas / interests
Administration and priorities
• Interagency management coordination / integration
  – Planning and coordination for regulatory decision‐making 
    and science and data priorities
• Protocols for Plan updates and amendments
  – Updates to adopt new geospatial data/information on 
    uses or resources; correct errata, technicalities
  – Amendments for changes to specified management area 
    boundaries, protected uses / resources, standards
• Science Framework
  – Blueprint for evolving knowledge and understanding
  – Describes important information needs and identifies top 
    5‐year priorities
Special, sensitive, & 
unique resources
• Endangered whale core 
  habitat
• Important fish resource 
  areas
• Roseate Tern core habitat
• Special concern tern core 
  habitat
• Hard/complex seafloor
• Eelgrass
• Intertidal flats
• Long‐tailed duck, Leach’s 
  storm petrel and colonial 
  important habitat
Marine habitat protection
• Specified activities are presumptively excluded 
  from SSU areas; may be overcome by a clear 
  demonstration that:
  – No less environmentally damaging practicable 
    alternative exists, or
  – All practicable steps taken to avoid damage and 
    project will cause no significant alteration to SSU 
    resource and values, and
  – Public benefits associated with the proposed project 
    clearly outweigh the public detriment to the SSU
• Siting review completed by agencies during MEPA 
  review: coordinated and collaborative
Project case study
• Comcast Fiber Optic Cable 
  Project:
  – Purpose is to provide 
    redundant upland and 
    submarine cable to Martha’s 
    Vineyard to ensure critical 
    telecommunication         
    100% of time
  – Falmouth to Tisbury on 
    Martha’s Vineyard
  – SSU resources: 
    hard/complex bottom, 
    eelgrass
Project case study
• Pre‐application 
  coordination :
  – Proponent meetings with 
    agencies
  – Ocean plan standards: need 
    to avoid SSU areas
  – Need to conduct survey and 
    site characterization
• Reconnaissance and route 
  surveys
  – Sonar, video, grabs
  – 600’ corridor, transects
Project case study
• Meeting standards:
  – Route modification
  – HDD
  – Time of year
• EIR submitted, in review
Science framework
• Blueprint for evolving knowledge and 
  understanding:
  • Summarizes major marine ecosystem components 
    and drivers
  • Describes important information needs
• 5‐year top priorities:
   Developing data network for sharing information 
    about Massachusetts ocean resources and uses
   Refining protected fish resource areas
   Developing new data on recreational use
   Mapping and classifying benthic and pelagic habitats
   Developing performance evaluation framework
Data system and network
• Plan development and implementation of priority 
  information/research generate large quantities of data on 
  ocean resources, uses, habitats
• Host the data and make readily available not only to 
  managers but to developers, interested parties, research 
  community, and the public
• In January, CZM released major upgrade of the 
  Massachusetts Ocean Resource Information System 
  (MORIS):
   • Increased speed; search function
   • More base‐maps, including Google
   • Access to certain federal and other 
     external data directly from the agency of origin
Recreational boating data
• During plan development, it was acknowledged 
  that available data on recreational boating spatial 
  patterns and economics were limited
• 2010 Survey (May – October):
  • SeaPlan, Urban Harbors Institute, CZM, Massachusetts 
    Marine Trade Association, plus other partners
  • Random sample of registered boaters
  • Data on spatial patterns, activities and intensity of use, 
    and economics involved
  • 2,100 boaters provided detailed information
  • Economic contribution from MA saltwater recreational 
    boating was $806 million and supported over 4,700 jobs
Recreational boating




• Data as depicted 
  in 2009 plan
Recreational boating




• Routes from 2010 
  survey
Recreational boating




• Concentrations of 
  activity:
  Quartile 
  distribution of 
  routes from 2010 
  survey
Mapping and classifying habitats
                 • Data acquisition and 
                   mapping
                   – Data mining for 
                     seabed sediment data 
                     points
                   – Two research cruises 
                     on OSV Bold: sediment 
                     grabs and bottom 
                     photos
                   – Analysis of seafloor 
                     photo archive for 
                     fauna and sediments
Mapping and classifying habitats
                 • Data acquisition and 
                   mapping
                   – Continued partnership 
                     with USGS to gather 
                     sidescan/ bathymetry 
                     data and create 
                     interpretive products
                   – Modeling: 
                     temperature, salinity, 
                     currents, bed stress
Mapping and classifying habitats
• Classification:
  – Classifying the biotic and abiotic into meaningful 
    units for better understanding and management
  – Universal habitat framework (CMECS)
Ecological Valuation Index
• Need for systematic methodology to evaluate and 
  discriminate ecological importance of planning 
  area
• Development of Ecological Valuation Index
  – Compile and analyze spatial data
     Special, Sensitive, Unique species: spatial distribution 
      of critical habitat
  – Apply standard set of criteria and scoring:
      Major contribution to fitness of population
      Spatial rarity
      Global and regional importance
Ecological Valuation Index
Ecological Valuation Index:     Ecological Valuation Index:     Ecological Valuation Index:  
      Quartile distribution           Quartile distribution             Decile distribution
      all scores for species          all scores for species          all scores for species
      occurring in grid cell          occurring in grid cell          occurring in grid cell
                                                   by group                        by group
Ecological Valuation Index
• Benefits of EVI
  – Differentiates areas in terms of their ecological value, 
    using data on marine organisms
  – Help identify areas especially suitable for protection
  – Important step toward managing based on 
    ecosystem perspective
• Limitations of EVI
  – Data availability and spatial resolution
  – Difficulties in applications for abiotic endpoints as 
    well as space / time
  – Coarse tool: evolving understanding of ocean 
    ecosystem interactions
Thank you




 mass.gov/eea/oceanplan




      Bruce Carlisle
      617.626.1205
Bruce.Carlisle@state.ma.us

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Bruce Carlisle Massachusetts Ocean Management: Implementation Progress and Results

  • 1. Massachusetts Ocean Management:  Implementation Progress and Results Bruce K. Carlisle Office of Coastal Zone Management Executive Office of Energy and Environmental Affairs
  • 2. Outline • Before / after MA Ocean  Management Plan:  – Siting and management  standards – Protecting critical marine  resources and uses – Collaborative government • Progress on advancing  identified priorities • EVI: the one that got away
  • 3. W “   e have also been particularly mindful of current  uses and natural resource qualities of the state’s oceans,  and of our state’s rich cultural, social, and economic  heritage that has been tied so closely to the ocean and  our varied interactions to it. We took as our point of  departure the current state of resources and uses,  growing tensions between existing and proposed uses  and resource needs, and the current set of laws and  regulations affecting them, in order to consider what  legal authorities and action might be needed to assure  that the Bay State's public trust ocean resources are  adequately protected while also fostering sustainable  uses of them. ” ‐ Massachusetts Ocean Management Task Force, 2004
  • 5. Ocean Act of 2008 • Ocean Management Task Force 2003‐2004: set of  findings and recommendations • Act directs Secretary of EEA to develop integrated  ocean management plan by December 31, 2009 • 15 directives, including:  – Develop siting priorities, locations, and standards for  allowed uses, facilities, activities – Identify and protect special, sensitive, and unique  estuarine and marine life and habitats – Foster sustainable uses – Support infrastructure necessary for economy and  quality of life • All state approvals must be consistent with Plan
  • 6. Jurisdictional  boundaries Ocean planning area
  • 7. Ocean Plan • Draft Plan issued June  2009 • Final Plan promulgated  December 2009 • Volume I – Management – Administration • Volume II – Baseline Assessment – Science Framework
  • 8. Marine habitat and  water‐dependent use protections • Plan identifies and maps: ‐ Important marine and  estuarine life and habitats (aka  Special, Sensitive, and Unique  resource areas) ‐ Areas of high concentrations of  existing water‐dependent uses • Contains siting and  performance standards to  protect these areas / interests
  • 9. Administration and priorities • Interagency management coordination / integration – Planning and coordination for regulatory decision‐making  and science and data priorities • Protocols for Plan updates and amendments – Updates to adopt new geospatial data/information on  uses or resources; correct errata, technicalities – Amendments for changes to specified management area  boundaries, protected uses / resources, standards • Science Framework – Blueprint for evolving knowledge and understanding – Describes important information needs and identifies top  5‐year priorities
  • 10. Special, sensitive, &  unique resources • Endangered whale core  habitat • Important fish resource  areas • Roseate Tern core habitat • Special concern tern core  habitat • Hard/complex seafloor • Eelgrass • Intertidal flats • Long‐tailed duck, Leach’s  storm petrel and colonial  important habitat
  • 11. Marine habitat protection • Specified activities are presumptively excluded  from SSU areas; may be overcome by a clear  demonstration that: – No less environmentally damaging practicable  alternative exists, or – All practicable steps taken to avoid damage and  project will cause no significant alteration to SSU  resource and values, and – Public benefits associated with the proposed project  clearly outweigh the public detriment to the SSU • Siting review completed by agencies during MEPA  review: coordinated and collaborative
  • 12. Project case study • Comcast Fiber Optic Cable  Project: – Purpose is to provide  redundant upland and  submarine cable to Martha’s  Vineyard to ensure critical  telecommunication          100% of time – Falmouth to Tisbury on  Martha’s Vineyard – SSU resources:  hard/complex bottom,  eelgrass
  • 13. Project case study • Pre‐application  coordination : – Proponent meetings with  agencies – Ocean plan standards: need  to avoid SSU areas – Need to conduct survey and  site characterization • Reconnaissance and route  surveys – Sonar, video, grabs – 600’ corridor, transects
  • 14. Project case study • Meeting standards: – Route modification – HDD – Time of year • EIR submitted, in review
  • 15. Science framework • Blueprint for evolving knowledge and  understanding: • Summarizes major marine ecosystem components  and drivers • Describes important information needs • 5‐year top priorities:  Developing data network for sharing information  about Massachusetts ocean resources and uses  Refining protected fish resource areas  Developing new data on recreational use  Mapping and classifying benthic and pelagic habitats  Developing performance evaluation framework
  • 16. Data system and network • Plan development and implementation of priority  information/research generate large quantities of data on  ocean resources, uses, habitats • Host the data and make readily available not only to  managers but to developers, interested parties, research  community, and the public • In January, CZM released major upgrade of the  Massachusetts Ocean Resource Information System  (MORIS): • Increased speed; search function • More base‐maps, including Google • Access to certain federal and other  external data directly from the agency of origin
  • 17. Recreational boating data • During plan development, it was acknowledged  that available data on recreational boating spatial  patterns and economics were limited • 2010 Survey (May – October): • SeaPlan, Urban Harbors Institute, CZM, Massachusetts  Marine Trade Association, plus other partners • Random sample of registered boaters • Data on spatial patterns, activities and intensity of use,  and economics involved • 2,100 boaters provided detailed information • Economic contribution from MA saltwater recreational  boating was $806 million and supported over 4,700 jobs
  • 20. Recreational boating • Concentrations of  activity: Quartile  distribution of  routes from 2010  survey
  • 21. Mapping and classifying habitats • Data acquisition and  mapping – Data mining for  seabed sediment data  points – Two research cruises  on OSV Bold: sediment  grabs and bottom  photos – Analysis of seafloor  photo archive for  fauna and sediments
  • 22. Mapping and classifying habitats • Data acquisition and  mapping – Continued partnership  with USGS to gather  sidescan/ bathymetry  data and create  interpretive products – Modeling:  temperature, salinity,  currents, bed stress
  • 23. Mapping and classifying habitats • Classification: – Classifying the biotic and abiotic into meaningful  units for better understanding and management – Universal habitat framework (CMECS)
  • 24. Ecological Valuation Index • Need for systematic methodology to evaluate and  discriminate ecological importance of planning  area • Development of Ecological Valuation Index – Compile and analyze spatial data Special, Sensitive, Unique species: spatial distribution  of critical habitat – Apply standard set of criteria and scoring:  Major contribution to fitness of population  Spatial rarity  Global and regional importance
  • 25. Ecological Valuation Index Ecological Valuation Index:   Ecological Valuation Index:   Ecological Valuation Index:   Quartile distribution Quartile distribution Decile distribution all scores for species all scores for species all scores for species occurring in grid cell occurring in grid cell occurring in grid cell by group by group
  • 26. Ecological Valuation Index • Benefits of EVI – Differentiates areas in terms of their ecological value,  using data on marine organisms – Help identify areas especially suitable for protection – Important step toward managing based on  ecosystem perspective • Limitations of EVI – Data availability and spatial resolution – Difficulties in applications for abiotic endpoints as  well as space / time – Coarse tool: evolving understanding of ocean  ecosystem interactions
  • 27. Thank you mass.gov/eea/oceanplan Bruce Carlisle 617.626.1205 Bruce.Carlisle@state.ma.us