1.0       Introduction

 

Southern California Edison (SCE) is in the process of relicensing the Borel Hydroelectric Project.  As part of the process, SCE has conducted a number of meetings with the public and the resource agencies to provide information about the operation of the Borel Project and to discuss the scope of their requested environmental studies.  The most recent public meeting was held in Kernville on November 7, 2001.

The November 7th meeting was attended by a number of governmental agency and public participants, including SCE, the Forest Service, the National Park Service, American Whitewater and SWRCB (via telephone), private boaters, and representatives of the four commercial whitewater companies that operate on the lower Kern River.  During the meeting, SCE presented the preliminary results of various environmental studies conducted for the project relicensing process during 2001, including recreation studies.  Much of the subsequent discussion focused on whitewater recreation and other water-dependant uses in the Borel Project bypass reach below Isabella Dam and upstream of the Project powerhouse. 

The Borel Project diverted reach represents about one-third of the total distance of potential whitewater river runs from Isabella Dam to Democrat Diversion Dam. None of the overnight campgrounds used by boaters are located within the Project diverted reach.  This proposed whitewater flow study makes reference to “two-day” rafting trips.  Enhancing boating opportunities in the Project diverted reach enables boaters to have a one-third longer boating run, but, if desired, makes an overnight whitewater boating trip below the Project bypass reach more practical due to the increased length of the feasible boating run.

Among other things, the meeting participants requested that SCE develop additional information about whitewater boating needs by conducting a flow study that addresses several questions.  The following draft plan describes how SCE proposes to respond to this request to conduct a whitewater flow study and to address the questions discussed at the November 7th meeting.  First, several assumptions and objectives are summarized in the following section.

 

2.0       Assumptions and Objectives

 

SCE has developed the following six principle assumptions to govern the overall study design and methodology for addressing whitewater boating issues.  

 

1.       The whitewater flow study will be prepared and planned in cooperation with commercial outfitters, mainly because they are local individuals with the most knowledge regarding recreation boating in the Project bypass reach.  They best represent boating needs as they account for all of the commercial boating in the Project reach, and may comprise approximately 90% of whitewater use in the reach based on recreation use survey data.

 

 

 

  1. The study plan assumes that flows that are suitable for commercial boaters will also be suitable for other, private boaters.  However, boating flows may not be appropriate for other types of water-dependent users such as anglers, swimmers and waders.  Therefore, all recreation water-dependent uses will be considered in the study.

 

3.       The study will focus on finding a flow that would increase the number of days that whitewater boating could occur from Keyesville Bridge put-in all the way to Democrat take-out, which includes the two-day (overnight) raft trips commercial outfitters can run.  Two-day raft trips benefit the recreating public by providing an overnight river experience, and make up the majority of the commercial rafting requested by the public. 

 

  1. The local boating community, taking into account the variety of watercraft, including kayaks and rafts, considers a flow of about 1,400 cfs optimum.

 

  1. A flow of about 350 cfs appears to be sufficient to allow both commercial and private boaters to launch at Keyesville Bridge.  Launching at Keyesville Bridge allows boaters to run two-day overnight trips.

 

  1. Enhancement measures involving flow augmentation will consider SCE’s operational constraints.  SCE must keep 155 cfs in the Borel Canal at all times for operational integrity, to prevent structural erosion, and protect fish.  Therefore, 450 cfs is available for augmentation.

 

Given these assumptions, the overall objective of the whitewater flow study outlined in this plan is to:

 

 

3.0       Study Approach and Methods


The following discussion describes how SCE proposes to conduct a whitewater flow study keeping in mind the assumptions and study objective outlined above.  Other questions relating to recreation flows in the Project bypass reach, as identified at the November 7th meeting, are discussed at the end of this plan. 

Several participants at the November 7th meeting suggested that SCE conduct a flow study in accordance with the methods outlined in a published guidance document, Instream Flows for Recreation; A Handbook on Concepts and Research Methods by Doug Whittaker, Bo Shelby, William Jackson, and Robert Beschta  (1993).  SCE reviewed this document and agrees, in this instance, it presents a reasonable starting point for developing a process for conducting flow studies.  The document describes an eight-step process, as follows:




Define study purpose and objectives



Describe the resource



Define recreation opportunities and attributes



Describe hydrology



Describe flow-condition relationships



Evaluate flow needs for specific opportunities



Integrate flow needs for various opportunities



Develop strategies to protect/provide flows






SCE proposes to use this eight-step process and the methods outlined in the guidance document as a basis for the study plan.  As such, the remainder of this section is organized according to this eight-step process.


Step 1.  Define the Study Purpose and Objectives


This step includes: 1) defining the study area; 2) defining the type of recreation the study will address; and 3) defining the end point of the study.  

The overall study area is the Kern River from Isabella Dam to the Democrat Beach Boat take-out, to include consideration of two-day commercial boating trips.  However, the on-the-water component of the flow study will focus on the area between Isabella Dam and the Borel Powerhouse. The type of recreation opportunity the study will address is whitewater boating.  However, whitewater flow study results will not be used for recommendations without consideration of other water-oriented uses.  The study will end when SCE has determined what flow(s) would allow boaters (including thresholds for launching commercial outfitters’ two-day trips) to run the Project bypass reach, and the corresponding effect such flow(s) would have on other recreation uses and project generation.


Step 2.  Describe the Resource


This step involves developing information about the following seven topics: 1) the physical resource, including the region’s climate, geology, terrain, vegetation, and cultural resources; 2) fish and wildlife resources, particularly those for which instream flows are often critical; 3) recreation activities and use, as well as visitor facilities; 4) the significance of the river’s recreational resources in the region, as well as potential substitutes; 5) governmental history and agency responsibilities; 6) land use and ownership; and 7) formal and informal groups that have an interest in the resource or flow issues.  All of this information is already being developed for SCE’s Application for License.  SCE will continue to develop this information as outlined in its current work plan. 


Step 3.  Define Recreation Opportunities and Attributes


This step involves defining the specific recreation opportunities for which the study will determine flow needs.   It builds upon the broader opportunities identified in the study objectives step and should address the recreation experience that is desired and the attributes that define various recreation experiences. 

This flow study focuses on the needs of whitewater boaters.  More specifically, it focuses on determining the flow required to run boating trips through the project bypass reach.  This step will be accomplished by interviewing the commercial outfitters to: 1) determine the specific requirements that would allow commercial boaters to run the project bypass reach, including two-day trips, and; 2) obtain information about the types of experiences and attributes commercial guides and their patrons desire.  The latter will be supplemented by data obtained during the general visitor and boater surveys conducted by SCE during 2001. 

To start, SCE expects to interview the following commercial boating company owners who currently hold permits to operate on the lower Kern River. 

 

SCE will also interview Tom Moore, owner of Sierra South and a respected representative of private boating interests.  The interviews may be expanded to include other interested or knowledgeable parties, as necessary.


Step 4.  Describe Hydrology


This step involves compiling information about the current and potential flow regimes in the bypass reach.  Among other things, it will include: 1) representative hydrographs; 2) low-flow and high-flow analyses that show when and how often low or high flows (including peak flows) are likely to occur; and 3) post-project flow regimes (according to FERC regulations).   The information described in the guidance document has already been developed for our outreach meetings and other studies, and will be included in SCE’s Application for License


Steps 5.  Describe Flow-Condition Relationships


Step 5 involves  “establishing the link between various flow levels and the conditions that create recreation opportunities… The information here will ideally show how conditions change with different flows or flow regimes.”  “For conditions directly affected by flows, information will show how conditions would change through a range of flows.”  (These and all subsequent quoted statements are from the guidance document, Whitaker et al. 1993, unless indicated otherwise.)

The guidance document outlines a number of methods that can be used to evaluate flow-condition relationships.  These are summarized in the table below, by category.

 

Category 1

Category 2

Category 3

Historical use method

Single visit professional judgment

Multiple visit professional judgment

Tennant method

Interviews with experienced users

Single flow surveys

Corbett method

Focus group meetings

Flow comparison surveys

South Carolina method

 

Controlled flow assessments

 

 

Surveys using slides/video

 

 

IFIM-type predictive modeling

 

 

Physical modeling

 

SCE proposes to determine the flow that would allow boaters to run the bypass reach using a combination of several methods outlined in the guidance document.  Specifically, SCE proposes to use the historical use method, to conduct interviews with experienced users, use the results of the visitor and boating surveys (single flow surveys), and conduct a flow assessment.  According to the guidance manual, all of these methods are acceptable for determining flow-condition relationships.  The following briefly explains how each method will be used.


Historical Use Method

“With this method, information about the intensity of recreation use on a river is correlated with flow levels at the times when use occurred.”  SCE proposes to correlate historic commercial boating use with flow to determine the flows that have supported boating in the past.  This will be accomplished by comparing commercial use records provided by the outfitters to historic flow records.  This exercise will provide data about the minimum amount of flow that is needed to boat on the river, including two-day overnight trips, and the boating season. 


Interviews with Experienced Users

“Interviews or focus group meetings are the most basic of the survey-based methods; they generally provide descriptive or more anecdotal information about the best conditions or flows.”  SCE proposes to interview the commercial outfitters and other experienced boaters regarding the flows required to run the bypass reach.  Information derived from these interviews will be used in conjunction with information developed using the historical use and single flow survey methods to help better define the range of flows that will be examined in the controlled flow portion of this study.


Single Flow Surveys

These surveys “involve asking users at the river to evaluate the flows and flow conditions they just experienced.  The most elaborate efforts involve random sampling of users throughout a season to provide information about all user groups and flows.”  SCE conducted single flow surveys during the summer of 2001 and will conduct two additional months of surveys in 2002 to fill in data gaps.  SCE proposes to use the results of these surveys to obtain information about boatable flows and the flow preferences of boaters.  The survey results will also be used to develop flow preference information about other water-dependant users such as swimmers, waders, and anglers.  The survey results will be critical in developing a management plan or augmentation plan that considers all water-dependent recreation uses.


Controlled Flow Assessment

This method involves setting up a “range of flows to occur during a relatively short period of time.  At each flow, a group of participants is assembled representing the variety of activities, skills, and boat types under investigation.”  SCE proposes to conduct a controlled flow assessment in coordination with the commercial boating operators and other experienced boaters. Based on information provided to date, SCE proposes to conduct the assessment at flows ranging from 350-800 cfs.  However, this flow range may be adjusted depending on the information obtained using historic data and through interviews.  The following briefly describes why SCE proposes a 350-800 cfs flow range.


First, 350 cfs was chosen as the lower end of the range because it is considered the minimum flow needed to launch at Keyesville Bridge.  According to the commercial outfitters, two-day trips are possible when there is enough flow to launch at Keyesville Bridge.  When flows drop below this level, boaters must use downstream launch sites such as Sandy Flat, which shortens the overall run and continuous two-day boat trips are no longer a possibility.  


Although 350 cfs probably provides enough water to launch at Keyesville Bridge, it is currently unclear whether 350 cfs is enough water to create a boating experience with rapids. Therefore, SCE proposes to study flows above 350 cfs to determine how much flow is needed to boat between Keyesville Bridge and the Powerhouse.  For the purposes of this study, “boatable” is defined as the flow needed to accommodate the experiences and attributes desired by commercial boaters as determined in Step 3. 


A flow of 800 cfs was chosen as the upper end of the range because: 1) according to interviews and several November 7th meeting participants, the river is boatable at flows below 800 cfs; and 2) SCE cannot release more than about 450 cfs due to operational constraints.  Note that this study does not involve determining optimum flow, which is known by the local boating community to be about 1,400 cfs.  The flow assessment will be carried out, as follows:

 

  1. SCE will assemble a group of commercial boating representatives, other experienced boaters, SCE representatives, and resource agency personnel at the river, at a time when 350 cfs is scheduled to be released by the Watermaster.  The group will meet at the Keyesville Bridge launch site.

 

  1. The group will verify launchability at the flow being evaluated, based on a series of questions developed and agreed upon prior to the assessment.

 

  1. The group then will boat to the Borel Powerhouse where they would take out and assess the boatability of the river at the flow just experienced.  The assessment would be guided by a series of questions developed and agreed upon prior to the assessment.

 

  1. This process will be repeated at scheduled flow releases of 400, 500, 600, 700, and 800 cfs.  SCE will coordinate with the Watermaster and the Corps in an attempt to ensure the availability of these flows.

 

The diverted reach is about 7-miles long.  Accordingly, it may be possible to accomplish the on-the-water flow study in about three days if two flow increments can be assessed in one day.  One or two additional days may be necessary for coordination.  SCE considers this study plan implementation a joint effort.  As such, SCE will coordinate flow releases for the assessment with the Watermaster and the Corps, but expects that the commercial boating companies will provide the necessary boating gear, including rafts, safety vests, wetsuits, etc.  Any private boaters that participate are expected to supply their own watercraft and gear. 


Steps 6 and 7.  Evaluate Flow Needs for Specific Opportunities and; Integrate Flow Needs for Various Opportunities


Step 6 provides “information about the best or preferred conditions or flows.  The idea is to identify the conditions and flows (or flow regimes) that are best for each particular recreation opportunity.”  Step 7 involves trying to “balance different and often competing flow needs for various opportunities.”  “For example, one flow regime may provide excellent trout fishing and scenic boating, but would fail to provide a high quality whitewater opportunity.”

This study plan assumes that flows that are suitable for commercial boaters will also be suitable for other, private boaters.  However, boating flows may not be appropriate for other types of water-dependent users such as anglers, swimmers and waders.  Therefore, this portion of the study will focus on determining the flow preferences of other water dependent users.  These flow preferences will be developed using the results of the general visitor and angler surveys conducted during the summer of 2001 and additional surveys to be conducted in 2002.  The information will be combined with the results of the controlled flow assessment to determine if other users would be displaced for the benefit of whitewater boaters.


Step 8.  Develop Strategies to Protect/Obtain Flows


“The final step in the process is to develop a strategy to obtain or protect instream flows.  This step requires evaluating and blending legal, administrative, and technical alternatives to maintain or enhance flow-dependent values.”  SCE expects to use the results of the flow study in its Application for License to the FERC, and expects the flows conditions necessary to implement the proposed enhancement program will become conditions set by the FERC.  In addition, SCE will consider an early settlement agreement with all parties on the issue of boating enhancement flows, which could also become a part of SCE’s Application for License.

 

4.0       Other Research Questions


Beyond the flow study plan described above, participants in the November 7, 2001, meeting asked SCE to address several additional information needs, as follows: 

 


  1. Identify the boating seasons for commercial and private boaters.
  2. Determine how well the information collected during the whitewater boating surveys correlates with commercial outfitter records.
  3. Determine how much time it takes for water to travel from its release point at Isabella Main Dam to specific points along the lower Kern River.
  4. Determine the travel time for water conveyed in the Borel Canal versus water traveling in the river. 
  5. Consider the safety implications of ramping water up and down.
  6. Examine the feasibility of releasing flow during a specific time of the day.
  7. Examine the impacts on the Project in terms of lost generation from increased flows.

This section describes how SCE proposes to address each of these questions.  Ultimately, this information will be used in combination with the flow study results to develop a flow augmentation plan.

1.  Identify the boating seasons for commercial and private boaters

This study question will be addressed by conducting interviews, reviewing commercial outfitter records, and by reviewing Forest Service use records.  Interviews will be conducted with the four local commercial outfitters who currently hold permits to operate on the Lower Kern River.  In addition, SCE will interview the owners of local retail stores who cater to the boating community, as well as local boaters who have been active in the relicensing process.  To start, SCE expects to interview the following persons.  The interviews may be expanded to include additional people as they are identified.


Commercial Outfitters

 

Chuck Richards, owner and operator of Chuck Richards Whitewater 

Luther Stevens, owner and operator of Outdoor Adventures

Kenny Bushling owner and operator of Kern River Tours

 

Local Retailers

 

Tom Moore, owner of Sierra South

 

Local Boaters

 

Katie Haynes


Information obtained during the interviews will be examined with respect to written records, which are compiled and maintained by the commercial outfitters, the local retailers, and the Forest Service.  Among other things, SCE expects to review the commercial outfitter trip logs and the Forest Service manifests.  Combined, the information from these sources will provide good information about the extent of the boating season.  The boating season may fluctuate from year to year, depending on water availability.  Therefore, SCE will review the last 5-years of data, if available.

 


2.  Determine how well the information collected during the whitewater boating surveys correlates with commercial outfitter records

This task will involve collecting data from the commercial outfitters regarding the different kinds of runs and their use patterns during the survey period.  These data will be compared to the data collected in the whitewater boating survey conducted from mid-July through mid-September 2001.  Based on preliminary discussions with the interviewers conducting the whitewater boating survey, it appears that only one outfitter was operating on the river from mid- to late-August and mid-September when the whitewater boating survey was completed.  In addition, it appears that the trips during this period began at Sandy Flat Campground or Miracle Hot Springs, with shorter trips resulting in take-outs at Delonegha and longer trips taking out at Democrat.  The data collected from the outfitters will be used to confirm this pattern of use and to further evaluate and understand the data collected from the whitewater boating survey. 

3.  Determine how much time it takes for water to travel from its release point at Isabella Main Dam to specific points along the lower Kern River

This effort involves determining the time it takes for water released from the main dam at Lake Isabella to travel to specific locations along the diverted reach of the Kern River.  Travel times will be used to coordinate releases from the main dam for flow augmentation with whitewater flow needs at specific locations.

The travel time of water will be measured using pressure transducers, which will be placed underwater at four locations in the Kern River, as follows:

· Slippery Rock put in (0.4 miles)

            · BLM South put in (1.3 miles)

            · Keysville Bridge put in/take out (3.2 miles)

            · Borel Powerhouse (7.4 miles)

Pressure transducers convert pressure forces to electrical signals that can be recorded by a data logger.  Flow travel time will be determined by correlating the time of release from the main dam to the time of the pressure rise at the downstream transducers.     

4.  Determine the travel time for water conveyed in the Borel Canal versus water traveling in the river 

This effort involves determining the travel time required for water diverted from Lake Isabella into the Borel Canal to reach the Borel Powerhouse.  A pressure transducer will be placed near the terminus of the Borel Canal underwater just upstream of the forebay. The travel time of water in the canal will be compared to the travel time of water in the river, as measured at the Borel powerhouse tailrace.

5.  Consider the safety implications of ramping water releases up and down, particularly where water is released back into the river at the Borel Powerhouse

This question will be addressed by examining existing information on historic release ramping rates from Lake Isabella Main Dam and releases to the Kern River from the Borel Powerhouse. General channel configuration information will then be used to address the question of safety for shoreline and water-oriented recreation as it may be affected by ramped water releases. 

 

6.  Examine the feasibility of releasing flow during a specific time of the day


This question will be addressed in two parts.  The first part will involve interviewing the four commercial whitewater outfitters to determine what time of day they would need a given amount of water to allow them to successfully launch and run two-day trips. The second part will involve examining the potential physical constraints and lost generation associated with providing water during certain times of the day (or week).  Specific constraints that will be examined include:

This study question depends, in part, on the amount of flow augmentation.  Therefore, it will not be completed until we know the results of the flow augmentation part of the study.



7.  Examine impacts on Project in terms of lost generation from increased flows


SCE will evaluate the effects of augmented flows in the Borel diverted reach versus actual historic daily flows to: 1) show how often specific augmentation flows will likely occur in the future; and 2) determine how much generation those flows will reduce.  This analysis will consider all of the parameters developed through this study and any operational and institutional constraints.  The results will be included in a technical report, which considers information starting with the first full operation year of the Lake Isabella Project (water years 1954 through 2000).


5.0       Reporting


The relevant results of these studies will be presented in the draft Application for License, which is scheduled to be circulated to the agencies and public in September 2002.  The agencies and public will have 90 days to review and comment on the draft Application for License.  Depending upon the timing of the study and analyses, SCE will be considering opportunities to present preliminary results and information earlier than September 2002, and will notice the participants concerning scheduled meetings or the availability of preliminary information.


6.0       Schedule for Final Study Plan


Based upon examination of a similar water year, SCE expects the flows needed for this study to be available sometime between mid-June and mid-July.  The schedule for this year’s flow releases will likely be available from the Watermaster by the end of March.  In order to have a final study plan in place and preparations made by that time, we ask that interested parties provide comments on this draft plan by March 15, 2002.  This will give SCE enough time to consider the comments, to make changes, and to implement the necessary planning steps. 

 

Comments on the draft study plan should be submitted to:

 

Sandra Perry

or

Candace Irelan

MWH

100 Howe Avenue, Suite 210-South

 

Southern California Ediaon Company, Hydro Generation

Sacramento, CA 95825

 

300 North Lone Hill

FAX: (916) 921-1977

 

San Dimas, CA 91773

E-Mail: sandra.l.perry@ei.mwhglobal.com

 

FAX: (909) 394-8714

 

 

E-Mail: Candace.Irelan@sce.com

 



Copyright © 2002 by Southern California Edison Company, Rights Reserved