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Registration open until May 30

Education Program - Workshops and Professional Training

Rare Plant Survey Protocols

June 7-8, 2017 (Wednesday - Thursday)
McConnell Foundation' s Lema Ranch, Redding, CA & Hog Lake, near Red Bluff, CA

Instructors: Heath Bartosh, Senior Botanist, Nomad Ecology; Aaron Sims, Rare Plant Botanist, CNPS; plus a guest lecture from Kristi Lazar, Lead Botanist, California Department of Fish & Wildlife (CDFW)'s California Natural Diversity Database (CNDDB)

Download the print-friendly flyer for this workshop (pdf)

Target Audience: Professional botanists, ecologists, land managers, resource specialists, academics, and conservationists. Participants should have an understanding of plant terminology and capable plant identification skills.

Description: This course is designed to approach rare plant surveys using the best scientific information available. This scientific approach is built on conducting proper background review and literature searches, evaluating ecological information, assessing annual phenology, appropriate study design based on the scale of the survey area, survey execution, and adequate documentation of rare plant populations encountered.

This 2-day course will include classroom and field settings where the instructors will cover three topic areas: preparing for surveys, conducting surveys, and reporting findings. These topics will be discussed based on applicable botanical survey guidelines. Time spent in the field will be applying the concepts learned during classroom sessions. There will also be a homework assignment due at the beginning of the second day of class. A small amount of time will be spent on the proper methods of collecting voucher specimens. This course includes a certificate of completion for participants who complete CNDDB forms satisfactorily and pass an open book exam at the end of the course.

Participants will learn:

  • How to properly prepare and conduct background research prior to initiating rare plant surveys
  • How to design and conduct rare plant surveys focusing on the size and topography of the study area, ecological niches, the importance of reference sites, etc.
  • California Department of Fish & Wildlife, CNPS, US Fish & Wildlife, and other relevant botanical field survey protocols
  • How to use online databases and resources such as: California Natural Diversity Data Base (CNDDB), the CNPS Online Inventory of Rare and Endangered Plants, the Jepson eFlora/Interchange, Consortium of California Herbaria, among others
  • To fill out CNDDB forms correctly and thoroughly
  • A brief overview of laws pertaining to rare plants
  • A brief overview of voucher specimen collecting techniques.


Registration is now open! Last day to register is May 30, 2017.

Registration fees are discounted for CNPS members. If you are not a CNPS member, visit to join now and save!

Please note: class size is limited to 20 participants.

  Date CNPS Members Non-members
Rare Plant Survey Protocols (2-day course) June 7-8, 2017 $399 $429

Cancellation Policy: The last day to cancel your registration and receive any refund is Tuesday, May 23, 2017. Refunds may be subject to processing fees. Please send cancellation requests by e-mail to Becky Reilly, . Click here for more details on the cancellation policy for CNPS workshops.


Day 1 - Wednesday, June 7
Indoor lecture, classroom setting. Each of the topics covered during day one will be discussed in relation to established rare plant survey guidelines.

8:00 am Meet & greet at Lema Ranch conference room; coffee and bagels
8:30 am Introductions
9:00 am Overview of laws applicable to rare plant protection
9:30 am Preparing for Rare Plant Surveys: background research, evaluating the study area, and study design
Noon Break for lunch (please bring your own lunch and water)
1:00 pm Conducting Surveys: survey techniques and field data collection
2:00 pm Kristi Lazar, CNDDB: How to fill out the more difficult parts of the field survey form
3:00 pm Reporting Findings: CNDDB forms and what the guidelines tell us
4:00 pm Review of background research specific to study area of Hog Lake
4:30 pm Wrap up discussion, review, and questions
5:00 pm Break for the day

Day 2 - Thursday, June 8
All day in the field. Spend the day learning the local flora, the importance of field keying, how to identify niche/specialized habitat, CNDDB field form data collection, voucher specimen collection, transect and other surveying techniques based on target species.

8:30 am Meet at Hog Lake, hike to field site (approx. 3 miles round-trip, gentle terrain)
Noon Lunch in the field (please bring your own lunch and water)
1:00 pm Resume field work
4:15 pm Q & A, Exam, Course Evaluations
5:00 pm Workshop concludes


Venue: Day 1 will be held in a classroom setting in the main conference room at the McConnell Foundation's Lema Ranch, 800 Shasta View Dr., Redding, CA 96003. Day 2 will be held entirely in the field at Hog Lake, located about 10 miles northeast of Red Bluff on CA-36. Maps and directions will be provided to registered participants about a week before the workshop.

Materials Required: Please bring...

  • Hand lens
  • The Jepson Manual, Second Edition
  • Clipboard, notebook, and pencil
  • Sturdy boots and field clothes appropriate for the conditions
  • Drinking water, lunch, and snacks for both days

Optional Additional Materials:

  • Vern Oswald's Selected Plants of Northern California and Adjacent Nevada
  • Field Guide to the Vernal Pools of Mather Field, Sacramento County by Carol W. Witham
  • Jepson Prairie Preserve Handbook, 3rd Edition, by Carol W. Witham and Kate Mawdsley, Editors (copies will be available for $12, cash only)
  • Digital camera, GPS unit, binoculars

Materials Provided: CNPS will provide handouts and a certificate of completion after successfully completing CNDDB forms and passing an open book exam.

Physical Requirements: Participants should be physically able to hike 3 miles over uneven terrain and remain in the field for up to 8 hours at a time. On Day 2 we will be hiking about 3 miles round-trip to the field site, and we will remain in the field all day. This workshop will be held rain or shine. We will spend approximately 50% of the time in the field.

About the Instructors

Heath Bartosh is co-founder and Senior Botanist of Nomad Ecology, based in Martinez (CCo, SnFrB), and a Research Associate at the University and Jepson Herbaria at UC Berkeley. After graduating from Humboldt State University, Heath began his career as a professional botanist in 2002 and has been refining his survey methodologies over the past 10 years. In 2005 he became an active member of the California Native Plant Society, East Bay Chapter. He is currently Rare Plant Committee Chair for the Chapter. In 2009 he became a member of the Rare Plant Program Committee at the state level of CNPS. His role on these committees is to ensure these programs continue to develop current, accurate information on the distribution, ecology, and conservation status of California's rare and endangered plants; and helps to promote the use of this information to influence on site plant conservation in California.

Aaron Sims is the statewide Rare Plant Botanist for CNPS, with primary duties as implementer of the rare plant status review process and updating and maintaining the CNPS Inventory of Rare and Endangered Plants. He received a degree in Ecology and Systematic Biology with an emphasis in Botany from Cal Poly, San Luis Obispo, where he also assisted with David Keil's Field Botany course for five consecutive years. Prior to employment with CNPS in 2010, Aaron worked in environmental consulting and as a biologist for California State Parks on the Central Coast, performing rare plant and vegetation surveys, prescribed fire management, and producing a multitude of GIS maps pertaining to sensitive resources. Aaron has also contracted with the US Fish and Wildlife Service conducting sea bird monitoring, and with the Morro Bay National Estuary Program, producing the Atlas of Sensitive Species of the Morro Bay Area (2010) and the Green Infrastructure Network of the Baywood Fine Sands Community (2013).


If you have questions about this or any other CNPS workshops, please contact Becky Reilly, CNPS Events Coordinator, at 916-447-2677 x207 or .

View the complete schedule of CNPS Plant Science Workshops


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