This document summarizes a presentation by Jessica Albietz of Pacific Gas & Electric Company and Travis Sinclair of Duke Energy about their experience implementing FERC's July 2014 guidance on recreation management plans, facilities tables, and as-built site drawings for hydroelectric projects. It discusses the challenges of reconciling management plans with on-the-ground conditions, protecting cultural resources, and ensuring public safety. It also outlines lessons learned, such as conducting site visits before finalizing drawings, planning long-term maintenance, and keeping drawings simple and within project boundaries. The guidance aims to standardize data collection and representation of recreation sites and facilities.

1. Recreation Management Plans, Tables & Exhibits: lessons learned through implementation
By Jessica Albietz, License Coordinator, Pacific Gas & Electric Company, San Francisco
Travis Sinclair, Project Manager, Duke Energy, Charlotte, North Carolina
ABSTRACT
When looking over federal guidelines or regulations have you ever stopped and asked; “Where
did this come from?”, “Why do we have to do this?” or “How do I implement this?” Duke Energy
in collaboration with Pacific Gas & Electric Company (PG&E) has developed this poster to
explore the July 2014 Project Recreation Facilities Tables, and As-Built Site Drawings Guidance
from the Federal Energy Regulatory Commission (FERC) and will attempt to answer those
questions. These guidance documents affect all entities, across the United States, holding a
FERC license to operate Hydroelectric Projects. Based on the experience of PG&E and Duke
Energy, the poster will work through the developmental process of the guidelines, best
management practice in implementation and lessons learned along the way.
For more information please refer to FERC’s guidance document entitled Project Recreation
Facilities Tables and As-Built Site Plan Drawing Guidance (July 2014) which can be found at
http://www.ferc.gov/industries/hydropower/gen-info/guidelines/as-built-site-plan.pdf
Authors:
Jessica Albietz is a License Coordinator at Pacific Gas & Electric Company (PG&E) in San
Francisco, California. Her primary responsibilities at PG&E include managing compliance with
multiple FERC hydroelectric project licenses in Northern California.
Travis Sinclair is a Project Manager in Water Strategy, Hydro Licensing and Lake Services for
Duke Energy in Charlotte, North Carolina. He is responsible for providing strategic and
functional leadership in projects, programs and relationships.
Both Travis and Jessica presented on this topic: Recreation Management Plans, Tables &
Exhibits: Lessons learned through implementation at FERC’s Recreation Management Workshop
in Ontario, California on February 19, 2015.
1

2. Recreation Management Plans, Tables & Exhibits:
lessons learned through implementation
Presented in
Partnership by:
Authors:
Jessica Albietz, PG&E
Travis Sinclair, Duke Energy
Implementation of Recreation
Management Plan
Recreation Facilities &
Amenities Tables
As-Built Exhibit Drawings
Single data
point for
entire
recreation
site
Multiple Data
Points:
 What points do
we include?
 Facilities? What
is a “Facility”?
 Amenities? What
are “Amenities”?
Amenities
Tables
(includes
data
points)
Then Now
FERC Guidance for As-Built Site Plan Drawings (July 2014):
Recreation Facility(ies):
 Includes both infrastructure and recreation amenities
Recreation Infrastructure:
 Includes those physical elements which support
recreation opportunities/experiences and are
managed by the licensee.
Recreation Amenity(ies):
 Formerly termed “features” on the Form 80
 Step 1: Develop the Facilities Table by listing all
infrastructure, amenities & facilities and
associated with the recreation sites.
 Step 2: Cross reference every element from
Step 1 with FERC 80 Amenity Type.
 Step 3: Create Amenities Table
Lessons Learned when Creating New Tables:
1 2 3
Challenges of Implementation:
 Reconciling the Plan’s facilities and amenities
installations with physical conditions and permitting
constraints
 Protecting Cultural Resources
 Managing Whitewater Releases and Public Safety
Lessons Learned for Effective Implementation:
 Perform site walk-down with Engineer, Agency
Representatives and Caretaker of facilities prior to
finalizing construction drawings
 Strategize/brainstorm future maintenance of facilities
 What will it take to run these facilities going forward?
Post Implementation Challenges:
 Agreements with agencies to maintain facilities
 Vandalism, dumping, and other law enforcement
issues
 Unexpected costs for rehabilitation/improvements
Lessons Learned:
 Simplify as-built construction drawings:
 ONLY include required infrastructure and
amenities facilities (i.e. no extra boulders or signs)
 Contours & vegetation can be distracting
 Scale can cause problem depicting project
boundary. Use inset or additional pages.
 Design plans can be geo-referenced into GIS or CAD
to incorporate Project boundary
 Review Exhibit G drawings for consistency
 Did any facilities/amenities fall outside of the
project boundary?
 Include statement: “FERC Project boundary and
access area location are shown as reference only.
For exact location see Exhibit G Drawings.”
Guidelines:
 NOT engineering as-builts (per 18CFR 4.39)
 Drawings DO need:
 Title block, North Arrow and Scale, legible to 11x17
size, and drawn accurately to scale
 Include Facilities Table on drawing R-0
2 Types of Drawings:
 Overall Site Plan Drawings (R-0): entire project area
and locations of recreation sites
 Recreation As-Built Site Plan Drawings (R-1, etc.):
recreation facilities and amenities at each site