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Alberta land trust 2009 03 1 of 6-baseline documentation
 

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    Alberta land trust 2009 03 1 of 6-baseline documentation Alberta land trust 2009 03 1 of 6-baseline documentation Document Transcript

    • MODULE #1Baseline Documentation Report Training Module April 2010This project is made possible through a grant from the Alberta Real Estate Foundation Prepared by: Sue Michalsky, Paskwa Consultants Ltd., Tel: 306-295-3696 Email:suemichalsky@sasktel.net
    • Baseline Documentation Report Training ModuleLearning Outcomes: 1. Understand the critical importance of completing a Baseline Documentation Report (BDR) 2. Understand the differences between BDR requirements for Conservation Easements and Fee Simple properties 3. Be able to determine the components and data/information required in a BDR and the BDR file based on the type of agreement, land use and ecological values associated with a property. 4. Understand when BDRs should be prepared 1 5. Determine who should complete the BDR 6. Determine where and how to store the BDR file
    • GLOSSARYAffirmative obligations - A clause in the restrictions section of the conservationeasement that requires the landowner or the land trust to conduct management in acertain manner or to meet a certain goal.Baseline Documentation Report - The legal record of the site and condition of theresource; included in the easement or deed package. BDRs are also referred to asbaseline inventories or baselines.Conservation Easement - A legal agreement between a landowner and a qualifiedconservation organization or government agency that limits a propertys uses inorder to protect the propertys conservation values. It is a voluntary, writtenagreement that is registered on title to the land in Alberta in accordance with theAlberta Land Titles Act. It binds current and future owners of the land.Compliance - Being in accordance with the restrictions and property managementprinciples listed in the conservation easement agreement.Due diligence - The conduct that a land trust can reasonably be expected to exerciseto protect the public interest (i.e., the conservation value) of a property.Ecological Gifts Program - The Ecological Gifts Program is a federal income taxincentive program administered by Environment Canada that offers tax incentivesto private and corporate landowners. An Ecogift is a donation to a conservation 2charity of land or an interest in land (such as a conservation agreement) that hasbeen certified as "ecologically sensitive" according to specific national andprovincial criteria.Fee Simple Interest - Ownership of all rights, title, and interest in a property.Grandfathered - An exception to a restriction that allows all those already doingsomething to continue doing it even if they would be stopped by the new restriction.Management plan - A fully researched, structured, and formally approved strategyincluding a set of actions for the long-term maintenance or enhancement ofconservation values on a property.Monitoring - The act of observing and keeping a record of the activities andconservation values associated with a conservation property.Property Management Principles - Sets of guidelines written into the conservationeasement agreement that direct property management on a conservation easementproperty (may also be called affirmative obligations).Real Property Report - A legal document that clearly illustrates the location ofsignificant visible improvements relative to property boundaries.Restrictions - Terms or conditions placed in the conservation easement agreementthat restrict certain uses of the property by current and future owners.
    • Violations - Breaking, breaching or contravening the restrictions and affirmativeobligations outlined in a conservation easement agreement to the detriment of theconservation values of a property. 3
    • BACKGROUNDThe purpose of a baseline survey or baseline documentation report (BDR) is todocument the conservation value of a property at the time of securement, detailcurrent land uses and existing developments, and threats and impacts toconservation values. It provides a common reference point for future inspections.This purpose is similar for conservation easement properties and for fee simpleconservation properties. However, the goals for completing baseline documentationreports differ between conservation easements and fee simple properties andtherefore, the content of the documents should also differ.The baseline documentation report for a conservation easement property serves asthe basis from which to monitor compliance and defend the conservation easement(CE) in a court of law. It also provides the basis to ensure a successful partnershipbetween the conservation easement holder (the land trust) and the conservationeasement grantor (the landowner).The baseline documentation report for a fee simple property serves as a basis forfuture management actions designed to protect and enhance natural features. 4
    • WHEN SHOULD THE BDR BE COMPLETED?BDRS FOR CONSERVATION EASEMENTSBaseline reports associated with conservation easements should be completed priorto closing the agreement, but after the landowner and land trust have agreed on therestrictions and property management principles. The timing of the BDR in the caseof CEs is important for a number of reasons including: • The BDR documents the existing condition of the property at the time that all parties enter into the CE agreement. If the BDR is completed prior to signing the agreement, both parties have a chance to review it and agree to the content as part of the commitment to the CE. Disagreements on the content of a BDR that is completed after signing the CE agreement can lead to mistrust between parties to the agreement and may ultimately put the conservation of the property or the conservation easement agreement at risk. • Violations of the CE that occur shortly after signing may be difficult to prove if the BDR is not completed before the violation occurs.It is sometimes difficult to complete a BDR before signing if funding deadlines and 5schedules dictate that the CE must be completed before the field season. In thiscase, it is common for land trusts to complete an interim report and finalize a BDRover the following year. The interim report should, at minimum, documentinformation relating specifically to the restrictions of the CE, including land uses anddevelopments.
    • BDRS FOR FEE SIMPLE PROPERTIESThe timing of completing baseline documentation reports is less critical for feesimple properties than for CE properties. The BDR for fee simple properties is aninventory of the natural and cultural features of a property that form the basis andrationale for future management. Therefore, the BDR needs to be completed priorto a management plan. BDRs for fee simple properties should be completed prior to,or within one year after the property is secured. The rationale for this guideline isto minimize threats to the conservation values of the property. For example, if a feesimple property has exotic plants when secured, the invasions should bedocumented immediately so that rapidly expanding populations can be managedbefore they degrade the conservation value of the property.The timing of the BDR for fee simple properties is less critical for due diligence thanBDRs for CEs. If funding is limited, the baseline documentation can be done inphases, dealing with the most critical issues first and documenting resources thatrequire less urgent management when funds become available.If the property secured is part of more than one contiguous property to bepurchased over the space of a few years, it may make sense to postpone completingthe BDR until all properties can be surveyed together. 6Baseline documentation may actually form part of the management plan report andin this case the land trust may not refer to the document as a ‘baselinedocumentation report’ . However, the information gathered would be the same as aBDR.
    • WHO SHOULD COMPLETE THE BDR?BDRS FOR CONSERVATION EASEMENTSThe template or outline of desired content for a BDR should be set as a standardoperating procedure by a land trust. As such, this guiding information should bedetermined by the stewardship team. The stewardship team may include anycombination of stewardship staff, board members, senior staff, and/or legaladvisors.Baseline documentation reports are one of the most critical documents prepared inassociation with a CE. It is the key document used to defend the CE and, as such,must be able to withstand inspection in legal proceedings. In addition, it is the maindocument used to protect conservation values; it is the basis for monitoring and thebasis for recommending management actions to prevent degradation toconservation values; and it provides new staff, volunteers and landowners with thebackground information necessary to continue a successful conservationpartnership. 7Because of the critical nature of the BDR, land trusts can increase their due diligenceby having the document prepared by a qualified registered professional. Dependingon the type of conservation values and land uses of the CE property, land trustsshould consider obtaining the services of professionals registered to practice inAlberta such as a professional biologist (P. Biol.), a professional agrologist (P. Ag.) ora professional forester (RPF) to complete the baseline. Which type of profession toselect will depend on the type of landscape and the restrictions associated with theCE agreement.Professional organizations are established to protect the public interest andconservation values are a public interest. Hiring qualified professionals, whetherthey are staff or contractors, to complete the BDRs increases a land trust’s duediligence by providing the following advantages: • Professional associations which are legislated to register natural resource professionals in Alberta ensure that their registered members meet a minimum level of education and require members to undertake continuing education programs to maintain competence, • The land trust has some recourse through the professional organization if serious errors are made in the baseline documentation that threaten the public interest, • The professional designation of the author lends credibility to the BDR if the
    • CE must be defended in court, and • Registered professionals are often considered to be credible witnesses in legal proceedings because they are publicly recognized as having at least a minimum level of expertise.It is also good practice for the landowner to be involved in baseline documentation.At minimum, the land trust should work with the landowner to determine thecontent of the report and the landowner should be interviewed regarding currentand past land uses. The landowner should also be invited to provide additionalinformation that they feel is relevant, to participate in the gathering of baselineinformation and to review the draft BDR. Involving the landowner in the baselinedocumentation serves two purposes: it establishes a positive working relationshipbetween the land trust and the landowner at the onset of the CE and it helps educatethe landowner about the conservation value of the land and may contribute to thelandowner’s commitment to its protection.BDRS FOR FEE SIMPLE PROPERTIESSince baseline documentation for fee simple properties serve the primary purposeof describing the condition of conservation values with future management in mind,a variety of expertise is often required. Because the conservation values of feesimple properties are less likely to require defence in a court of law, it is less critical 8to obtain the services of a registered professional to complete the BDR. However,land trusts conserve natural capital for the benefit of Albertans. The legislationenacted to support the registration of professionals exists to ensure a high quality ofservice from professionals registered to practice their profession in Alberta.Therefore, a team of experts led by a registered professional would be desirable toensure a publicly recognized, minimum level of expertise and the completion of thework to a professional standard. In Alberta, professional organizations exist forvirtually all natural resource management professions.
    • WHAT ARE THE CRITICAL COMPONENTS OF A BDR?The contents of BDRs will differ substantially between CE and fees simpleproperties, between fee simple properties managed for different resources orpurposes and between CE properties with different restrictions and different landuses. The following sections provide guidance for the content of BDRs for CEs andfor fee simple properties, but the potential for variation in content means that notall potential content can be addressed here.Some basic content will be common to BDRs for both CEs and fee simple properties.These basic topics include location and legal description of the property, adescription of natural features emphasizing the conservation values specific to thatproperty, documentation of current developments and current land uses, and adiscussion of potential threats to the property.BDRS FOR CONSERVATION EASEMENTSThe content of a BDR for conservation easement properties must be tailored to theCE agreement and the conservation values of the property. The content needs tomeet the following goals of the land trust: 9 1. The BDR is the basic document used to defend the easement, therefore it must address each restriction or affirmative obligation agreed to in the CE; 2. The BDR provides the basis against which future monitoring is completed. To facilitate monitoring, the baseline needs to describe the conservation values, developments and threats associated with the property using detailed locations, measurements and descriptions; 3. The BDR is a snapshot of the conservation values and condition of the property at the time of entering into the CE agreement. Therefore, it provides an overview of the property that can be used to familiarize new staff, board members and new landowners with the conservation values of the property and how the conservation agreement protects those values; 4. The BDR may be used to design communication material about the property. In this case, it is important that the BDR document the significance of the property. Photographic images used in the BDR should not be edited for any purpose.In addition to the basic contents of a BDR as previously described, CEs shouldcontain the following information: • The purpose of the BDR; • A summary of the CE agreement including the intent of the agreement (what
    • conservation values are being protected); the easement restrictions; and the affirmative obligations (or property management principles) identified in the easement; • A detailed description of all developments (e.g., fences, buildings, corrals, roads and trails, cleared or cultivated land, etc.) on the property with particular emphasis on those that are grandfathered into the CE. An example of a grandfathered development would be the residence of the landowner. Because the residence already exists at the time of entering into the conservation easement agreement, it is a development that can stay and be maintained and replaced. However, additional residences would be restricted under the CE agreement. The descriptions of developments should include GPS locations, measurable descriptions (i.e., lengths, heights, distances, materials used etc.), photos and be shown on a map or air photo of the property; • An assessment of the condition of resources that are addressed by affirmative obligations. The assessment should use methods that are standard and repeatable. For example, if an affirmative obligation addresses riparian health, riparian health should be assessed in the BDR using standard Alberta protocols for the health assessment; • A signature page for acknowledgement by both the landowner and the land trust; 10 • An appendix containing a copy of the CE agreement;A real property report should form part of the BDR and/or the CE agreement. Realproperty reports are legal documents prepared by accredited Alberta land surveyorthat shows improvements to land in relation to the legal boundary. Such reports areuseful in defending easements and in discussions with new owners of propertieswith existing CEs.The complexity of a BDR for CE properties will depend primarily on the complexityof the CE agreement and somewhat on the size and diversity of the property. Insimple terms, the fewer the number of restrictions, the less baseline documentationis required. For example, a no break/no drain CE requires only a map or remoteimage of the property showing wetlands and natural habitat and description of thenatural features of the property.When restrictions are added that, for example, restrict certain types of fencing, theintroduction of non-native species or off highway vehicle use, the baselinedocumentation becomes more complex and must describe in detail the existingfences, existing non-native species presence and evidence of current and historic offhighway vehicle use. The BDR must also indicate what existing developments, landuses and invasions are grandfathered into the agreement or what level of existingdisturbance from use by the landowner is acceptable.
    • When affirmative obligations are added to a CE agreement, baseline documentationbecomes even more complex. For example, adding a property managementprinciple that requires a certain level or range or riparian health will require thatthe land trust assess and document current health.The Land Trust Accreditation Commission in the US describes the content forminimum standard BDRs and for desired content BDRs for CE properties as follows:Baseline Documentation Report – Minimum ContentsAt a minimum, a baseline documentation report should contain the items below. • The date of completion. • Documentation (such as maps, photographs, and written summaries) of the conservation values protected by the CE. • Documentation (such as maps, photographs, and written summaries) of existing conditions that relate to the easements restrictions and reserved rights. This may include the location and condition of any manmade improvements, data that would influence the exercise of reserved rights, pre- existing conditions that are otherwise prohibited by the easement and/or other features that may threaten the conservation values. • A combination of dated signatures and/or acknowledgments that would make the material admissible as a business record in court, such as dated 11 signatures of parties.Baseline Documentation Report – Desired ContentsA desirable baseline documentation report might also include the items below. • A title page stating that the document is a baseline documentation report. • Background information on the project that would help in easement monitoring or enforcement. • Information on the location of the easement. • A property description. • Documentation of the public benefits provided by the CE. • The authorship and qualifications and/or experience of the baseline. • A statement signed by the landowner and the land trust that attests to the accuracy of the information contained in the report.Appendix A outlines a template for BDRs for CEs and provides options for a range ofcomplexity. Appendix C contains a sample baseline documentation report for CEsfrom the Foothills Land Trust.
    • BDRS FOR FEE SIMPLE PROPERTIESThe content of a BDR for fee simple properties must be tailored to the futuremanagement of the property and may, as such, form part of a management plan forthe property. The content needs to meet the following goals of the land trust: 1. The BDR provides the basis and rationale for future management of the property and therefore, needs to describe the current condition of the property, outline existing threats, and make recommendations for restoration and management actions; 2. The BDR provides the basis against which future monitoring is completed. To facilitate monitoring, the baseline needs to describe the conservation values, developments and existing and potential threats associated with the property; 3. The BDR is a snapshot of the conservation values and condition of the property at the time of securement. Therefore, it provides an overview of the property that can be used to familiarize new staff, board members and new landowners with the conservation values of the property; 4. The BDR may be used to design communication material about the property. In this case, it is important that the BDR document the significance of the property. 12While it is often sufficient to describe conservation resources in a general mannerfor a CE, it is often desirable to inventory those resources for fee simple properties.Land trusts are responsible for the management of fee simple properties andwhether management is undertaken by staff or volunteers, some sort of plan mustexist to guide management and monitoring activities and any uses of the property.Assuming the primary goal of managing land trust properties is to maintain andenhance the conservation values, it may be necessary to inventory the conservationvalues in some detail. It is also necessary to assess the condition or health of thoseconservation resources. In addition, it is desirable to identify and assess the threatsto conservation values.Appendix B outlines a template for BDRs for fee simple properties and providesoptions for a range of complexity. Appendix D contains a sample baselinedocumentation report and management plan for a fee simple property from theAlberta Conservation Association.
    • HOW SHOULD BASELINE DATA BE COLLECTED?Baseline information can be obtained from a variety of sources. Data may beavailable from the Alberta Natural History Information Centre, various departmentsof Alberta Sustainable Resource Development or local government. The landowneris often a valuable source of information about the land, especially in terms ofinformation about current and historic land use. Of course, the best source ofinformation is the land itself and data is usually best collected during a site visit. Sitevisits provide the best information during the growing season when plants are bestidentified and migratory wildlife is present.Baseline information gathered prior to field work would be gathered fromdatabases, aerial photographs, orthophotos, satellite imagery, and other maps andreports. Maps and remote images are typically used in a BDR to visually displayinformation such as land use or vegetation communities. In these situations, it isimportant to determine and document the date and time of year the imagery wastaken, and the accuracy or resolution of the imagery. Dates are also important forinformation collected from databases, maps and reports.In the field, information can be collected in the form of photographs and surveys. 13Photographs are most often used to document items that rarely change or changeslowly such as developments such as fences, buildings, roads and trails, dams anddugouts, drainage ditches, shelterbelts or habitat improvements. Photographs canbe used to effectively document archaeological and historic resources. Photographsare also effective when used in combination with surveys to documentrepresentative vegetation communities, waterbodies, range and riparian health andinvasive plants.Photographs are very useful in BDRs associated with CE agreements to describedevelopments exempted from the restrictions or for which permission was grantedfor periodic replacement such as corrals and fences. Photographs allow forcomparison between original and replacement developments. Detailed descriptivemeasurements (location from a global positioning system, heights, widths, materialsetc.) should also be recorded for these types of developments.Surveys are used to measure or inventory conservation values, such as vegetationcommunities, that cannot be distinguished using remote imagery. Inventorymethods that allow for remeasurement and comparison between years aredesirable for a BDR for fee simple properties. Survey protocols exist forinventorying many components of biodiversity such as most fish and wildlifespecies, rare plants, and vegetation or habitat mapping. Protocols also exist forinventories of archeological resources, invasive plant species, water quality and
    • range and riparian health. Using defined and remeasurable methods of inventoryand assessment allow land trusts to measure the success of restoration andrehabilitation projects, to monitor and adjust land uses such as grazing orrecreational uses to ensure conservation values of the property are not degraded,and to monitor conservation values such as species at risk to ensure conditionsremain suitable to support them.If portions of a parcel of land have been kept out of a CE agreement or in caseswhere different restrictions or affirmative obligations apply to different parts of theproperty, delineations of property should be measured on the ground and describedin the BDR using a method acceptable under the Alberta Land Titles Act, or it shouldbe surveyed by a professional surveyor. 14
    • WHERE SHOULD THE BDR BE STORED?Land trusts should have a designated location and an established filing system forhard copy baseline documentation. BDRs should be stored in both electronic andhard copy format as a hedge against a permanent loss of one format. Electronicversions of the BDR should be stored in a designated location within the land trust’sdigital files. Electronic versions of BDRs should be available online to land trust staff(stewardship, communications and fundraising), volunteers and board members.However, public access to BDRs, especially BDRs associated with CE properties,should be restricted.Land trusts should consider having CE and fee simple donors sign a giftingagreement that clarifies the donor’s intent. A copy of the gifting agreement shouldbe kept in the BDR file for review by future staff , volunteers or board members.The original version of a BDR should never be changed. It may be necessary toundertake a new BDR or to update the original in the event that the land is alteredor components become outdated, but these should form reports separate from theoriginal. Electronic versions of BDRs and updates that are available to land trustrepresentatives should be in an unalterable form such as a secure pdf. 15A section detailing data storage and archiving best management practices isincluded in the training module entitles Stewardship Best Practices.
    • ADDITIONAL RESOURCESThe Baseline Documentation Report (BDR): A manual to assist in thepreparation of BDRs for natural heritage properties and natural heritageconservation easement agreements in Ontario. 2006. Ontario Heritage Trust andthe Ontario Land Trust Alliance.LTABC Guide to Baseline Inventories. 2006. Land Trust Alliance of BritishColumbia. http://www.landtrustalliance.bc.ca/research.htmlConservation Easement Stewardship. 2008. Standards and Practices Curriculum.The Land Trust AllianceReal Property Reports. 2009. Alberta Land Surveyors’ Associationhttp://www.alsa.ab.ca/uploads/files/PDF/ALSARPRBrochure.pdfThe Conservation Easement Handbook. 2005. 2nd Edition. Elizabeth ByersKarin Marchetti Ponte. Land Trust Alliance and The Trust for Public Land 16
    • APPENDIX A: BASELINE DOCUMENTATION REPORT TEMPLATE FOR CONSERVATION EASEMENT PROPERTIESThe volume and specificity of information required by the baseline documentationreport will vary depending on the terms of the easement and the conservationobjectives at the site. The intent of this format is to allow flexibility in thedocumentation technique and to correlate the quantity and nature of thedocumentation to the terms of the easement.Title Page: Name of easement property (as the land trust has it filed), date of BDR,author(s) and their affiliations.Purpose of the Baseline Documentation Report: This states the intent of the BDR – todocument the condition of the property at the date the CE is registered. BDR may be used todefend the CE in the event of future violations.Purpose of the Conservation Easement: This sets the stage for the report, andsummarizes the purpose of protecting the property (i.e., significance of the land and theconservation goals). Include a summary of reserved rights and restrictions. Defining theconservation objectives for a property requires consideration of a number of factors suchas: 17 • the ecological values to be protected, including the variety of ecosystems on the property, the type and extent of sensitive ecosystems, and unique and sensitive ecological features; • why and how the ecological values are to be protected and for how long; • the motivation of the landowner in protecting the property; and • the conservation priorities of the organization.Property Background Information: A. Legal description of the property . Description of relevant title encumbrances (easements, rights-of-way, leases, licenses, water rights etc.) B. Size of property and /or easement area. C. Location of property and directions from land trust monitoring office. Description of legal access to the land or right of access granted to the land trust. D. Date of site visit. E. Historical information on the donation/acquisition – a brief chronological description of events that led to the protection of the property.Location and Physical Setting: General description of the landscape and surrounding area,including adjacent land use.Existing Human Modifications: Provide detailed descriptions, measurements and
    • locations. A. Existing structures – residences, accessory structures, commercial buildings, docks/floats/piers, walls, fences, seasonal storage, bridges, boardwalks, aboveground utility lines and corridors, junk/refuse, recreational facilities, aquaculture facilities, etc. B. Existing surface alterations – pipelines, irrigations systems, dikes/ dams/ impoundments/ diversions, roads/trails, dugouts/wells, gravel pits/mines, subsurface utilities, septic, waste disposal, etc. within the easement area.Prior Land Use: Obtain information from the landowner on history of property and its pastland use, if available.Existing Land Use: A. Landowner’s objectives for the property. B. Present land use (agriculture, forest management, wildlife management) along with copies of any existing management plans (e.g., forestry plans, prescribed burning plans, agricultural conservation plans, stewardship plans, etc.). Obtain copies and include as an Appendix to the BDR if available. C. Zoning on or around the land. D. Adjacent land uses.Natural Features: A. Note any natural heritage areas and element occurrences. 18 B. Note aquatic resources, including location of streams, water bodies and wetlands and general condition of water quality. If property is grazed, logged or is subject to intensive recreational uses, consider assessing riparian health. C. Note terrestrial features, including soils, geology, physiology and climate. D. Vegetation community types (e.g., native grasslands, wetlands, riparian areas, forests, shrublands, tame forages, cropland etc.) delineated on a map or remote image (If there are rare natural communities, note specific locations. Note presence of any non-native invasive plant species, if known. Note specific locations of both on site maps). General lists of predominant plants. E. Wildlife species habitat and general species list. F. Species at risk habitat (If there are known species at risk present, identify specific habitat types and locations). G. Note special status of any of the site’s natural features.Cultural Features: Note any significant archaeological, cultural and/or historical featureson property.Threats: Note any potential impacts to the conservation values from disturbances oractivities on, or adjacent to, the property (e.g., access issues such as from energydevelopment; garbage dumping; stray animals; invasive species; evidence of off highwayvehicle use etc.).
    • Monitoring Recommendations: The BDR should recommend what to monitor, thefrequency of monitoring needs, and recommended methodology.References and Additional Information: Provide reference to planning documents andstudies that include the property or general area.Photographic documentation: This is a photographic record of the protected propertythat is periodically updated. This section should include photos that are easily replicable(from roads or permanent features, or using GPS waypoints). A. Photos should be numbered and a compass direction should be included to note the direction the photo was taken. B. Include captions or a photograph index with descriptions. C. Include photographs of manmade structures, representative vegetation communities, and existing impacts to the property.Maps: A. Photo documentation map (note location of all photopoints). B. Road map, general location map for directions to property. C. Current aerial photo or satellite image of property (including boundaries marked). D. Topographical map of property (with boundaries marked). E. Map identifying human modifications and improvements (it is important to show the entire length of linear features such as roads/trails/pipelines etc.). F. Map of easement area within property (if different) or a map 19 highlighting areas with specific restrictions (i.e., riparian buffer areas, rare species habitats). G. Stand maps or forest type maps, or farm maps, if available. H. Map of natural communities. I. General soils map.Appendix: Copy of the signed, recorded easement documentSigned Copy of Owner Acknowledgement of Condition (Property ConditionCertification form): This document acknowledges that the landowner agrees with the BDRand the condition of the property at the time an easement is placed on the property. Thedocument may also used as a schedule to the Conservation Easement and copies should besigned by the landowner and land trust at closing.
    • The following table outlines the general types of restrictions and property management principles that might be associated withconservation easements in Alberta and describes the associated kinds of information that should be collected for the BDR. This table isadapted from the Ontario Land Trust Alliance’s 2006 Annotated Baseline Documentation Report (BDR) Template for Natural HeritageLands subject to a Conservation Easement Agreement held by a Land Trust. General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions CollectionNo Subdivision Copy of existing legal survey.Shall not sever or subdivide the Lands;No Additional Buildings and Structures Describe purposes of each built If the conservation easement agreement feature (i.e. barns, corrals, bridges, prohibits a change of building locations or anShall not construct, erect, maintain or allow the wells, sheds, ) and location (i.e. GPS) increase in existing building footprintsconstruction, erection or maintenance of any on a baseline map. within a defined “building area”, or if all the 20building or structure If relevant, specify each using restrictions apply to the whole property – dimensions, quantities and (i.e. no residential boundary defined but materials if relevant, and attach there are buildings on the property) then the photos. authors of the baseline/BDR will want very specific data on the location and size of the existing buildings. On the other hand, if there are no restrictions applicable to the “building area” or “residential area” then more basic information on the presence or absence and function of buildings may be all that is required with regard to that restriction.No New Roads or Trails Indicate on a baseline map the Consider using sound field procedures for location (i.e, GPS) of existing trails photographing changes in vegetation andShall not construct, improve or allow the and access points. Consider using soils. This will facilitate future monitoringconstruction or improvement of any road or trail, GPS to map trails. through repeat photography.except for the maintenance of existing accesses; Average width of road or trail. Photograph a representative section
    • General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions Collection of the trail or access point to indicate its width and terrain (i.e. compacted soil, gravel, woodchips). Describe the trail system, when it was established and its purpose.No Motorized Vehicles, Off Highway Vehicles or Indicate the locations of trails andMountain Bicycles access points. Photograph, GPS and describe anyShall not use or operate or allow the use or evidence of past use by motorizedoperation of mountain bicycle, off highway vehicles such as tire ruts or soilvehicles or motorized vehicles on the Lands compaction.including without limitation snowmobiles, all-terrain vehicles, motorcycles, motorboats orpersonal watercraft; 21 No Mobile Homes Indicate whether there is the presence or absence of existing sitesShall not use or allow the Lands to be used as a for mobile homes, trailers, parkingtrailer or mobile home park, parking or storage or storage.area; If there are existing sites, fully describe them, GPS locations, take photographs and map them.No Dumping Indicate whether there is the This may require documenting anecdotal presence or absence of existing sites information from the landowner on pastShall not dump or allow the dumping of soil, where materials have been dumped. practicesrubbish, ashes, garbage, waste or other unsightly If there are existing sites, fullyor offensive materials of any type or description; describe them, GPS locations, take photographs and map them.No Pesticides Describe existing locations (i.e. GPS) This may require documenting anecdotal and uses of chemical materials on information from the landowner on pastShall not use or allow the use of pesticides, the property.
    • General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions Collectioninsecticides, herbicides, chemicals or other toxic practices.materials of any type or description;No Alteration of Topography Photograph, GPS and map all The focus in this data collection is to existing ditches, ponds, streams, thoroughly document historic disturbances.Shall not change or allow any changes in the wetlands, and other water bodies As this is a “no disturbance” clause, anygeneral appearance or topography of the Lands, (both permanent and seasonal). violations would be relatively visible andincluding and without limiting the generality of For streams, indicate on the map should be easy to see in annual monitoringthe foregoing, the construction of drainage the location of major bends, pools, visits. However, this task is made moreditches, tile drains, retaining walls, dams or runs and rifles. Describe the difficult if recent construction activityponds or any similar undertakings, as well as the materials on the bottom of the occurred prior to the conservation easementdumping, excavation, dredging or removal of stream (e.g. gravel, sand), the width agreement.loam, gravel, soil, rock, sand or other materials; and depth, direction and speed of flow and any flora and fauna they support. 22 For wetlands, indicate their class and significance as well as any significant flora and fauna they support. Photograph, GPS and map any retaining walls, dams or other structures. Include a topographic map and describe the topography of the land. Emphasize any unique or ecologically important features. Describe the drainage pattern of the property. Identify and recharge or discharge areas on the property such as springs. Describe, photograph and GPS any evidence of past dredging grading or soil removal.
    • General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions CollectionNo Break/No Drain Map the location and size of any wetlands or natural habitat.Shall not cause or allow any alteration to the Describe and map any previouslyland, including pumping, burning, drainage, altered wetlands or waterbodies.conversion, tillage of or filling in of the wetlands Map any cleared and/or cultivatedor uplands; land.No Vegetation Removal Indicate the location and size of any If a particular plant species is not protected woodlots. by the conservation easement agreementShall not remove, destroy or cut or allow the Describe any disturbed logging through the restrictions, it may not be,removal, destruction or cutting of trees, shrubs areas or pre-existing evidence of necessary to provide specific measurementsor other vegetation; cutting. of that species in the baseline. However, the Map the major vegetation land trust may want to document communities (i.e. ELC) on the endangered, threatened, rare and significant 23 property and show their species and it may want to maintain their boundaries. exact location confidential. Describe these communities Relation to existing forest management plans (indicate location, dominant species, and the functions they serve such as linkage, attenuation of water flow, habitat, and so on). List the rare, unusual or sensitive flora and fauna which have been reported in the area by the landowner and by past studies as well as the species you observe on the property. What is the status of these species locally, regionally and provincially? Describe the natural and human- made habitat on the property. How common is this habitat in the
    • General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions Collection ecological region where the property is situated?No Introduction of Plants and Animals Describe the location and type of To provide the basis for monitoring and non-native vegetation observed on evaluating the success of any weedShall not introduce non-native plant or animal the property. management, invasive plant infestationsspecies within the Lands should be GPSed in the centre and around the perimeter and an estimate of plant density givenNo Hunting, Fishing and Trapping Describe any evidence of past This may require documenting anecdotal hunting, fishing and trapping. information from the landowner on pastShall not use or allow the Lands to be used for practicescommercial or sport hunting, fishing or trapping;Habitat Restoration Map and describe the disturbed This may require a restoration or 24 areas to be restored. management plan specific to the habitatShall allow wetland restoration…. Explain the goals and requirements restoration area, however this can be for restoration. referred to in the BDR and completedShall restore cultivated land to native plant separately.species…Shall reforest cleared land….
    • General Types of Conservation Easement Types of Information to Consider for Data Additional Considerations Agreement Restrictions CollectionLivestock Grazing Complete range condition and/or Alberta has standard protocols for assessing health surveys on the areas to be range and riparian health and rangeShall maintain the property in current or better grazed. condition.health Complete riparian health assessments on riparian areas with livestock access.Logging Complete a commercial timber Check with municipalities to see if they have inventory. logging guidelines or restrictions for privateShall complete and follow a woodlot Map and describe historic logging land.management plan… and logging practices. Identify management practices to minimize impacts to conservation values such as timing of logging. 25
    • APPENDIX B: BASELINE DOCUMENTATION REPORT TEMPLATE FOR FEE SIMPLE PROPERTIESThe following template is intended to provide a guideline for preparing a BaselineDocumentation Report for lands owned by land trusts. The volume and specificity ofinformation required by the baseline documentation report will vary depending onthe condition of the property and the anticipated land uses. The intent of this formatis to allow flexibility in the documentation technique and to correlate the quantityand nature of the documentation to the conservation goals for the property .Title Page: Name of property (as the land trust has it filed), date of BDR, author(s) and theiraffiliations.Conservation Goals for the Property: This sets the stage for the report, and summarizesthe purpose of protecting the property (i.e., significance of the land and the conservationgoals). Describe the goals for the property and make reference to other reports or strategiesthat may be relevant (e.g., species recovery plans, restoration plans, corridor maps, etc.).Defining the conservation objectives for a property requires consideration of a number offactors such as: • the ecological values to be protected, including the variety of ecosystems on the property, the type and extent of sensitive ecosystems, and unique and sensitive ecological features; 26 • why and how the ecological values are to be protected and for how long; • the conservation priorities of the organization.Property Background Information: A. Legal description of the property. Description of relevant title encumbrances (easements, rights-of-way, leases, licenses, water rights etc.) B. Size of property or easement area (if different). C. Location of property and directions from land trust monitoring office. Description of legal access to the land or right of access granted to the land trust. Include any information about points of access to the property and type of access (vehicle, foot, boat etc.). D. Date of site visit. E. Historical information on the donation/acquisition – a brief chronological description of events that led to the protection of the property.Ecological Description: A. Site description including a general description of the topography and natural features of the property. B. Site designations - describe any ecological designations on or adjacent to the property (e.g., Heritage Rangelands, National Parks etc.).
    • C. Other ecological or heritage values - corridor, buffer, archaeological resources etc. D. Geology and soils description. E. Aquatic resource description - Identify any water features with name, type (e.g. pond, lake, stream, river, wetland type,), approximate size or distance with directional description of its location within the property and direction of flow; whether location is upstream or downstream of other activities; whether ephemeral or year-round; specify if constructed or natural. F. Riparian health - identify riparian areas and describe riparian health. G. Vegetation - map and describe vegetation communities. H. Include a list of plant species (does not have to be exhaustive. Need only to provide dominant and indicator species). Indicate which are at risk, non-native, invasive and/or noxious weeds. I. Range condition or range health. J. Wildlife and wildlife habitat - describe any important wildlife habitat and note any evidence of wildlife (sightings, tracks, scat, nests, burrows etc.) K. Include a list of wildlife species - may include those known to exist and those that should be there based on information from the region.Land Use: A. List and describe current land used including how long it has been occurring and any damage it is causing. 27 B. List and describe historic land uses. If a Phase 1 environmental audit has been completed either refer to it here or append it to the BDR. C. Describe adjacent land uses and identify any resulting potential threats to the property.Existing Human Modifications: Provide descriptions and locations. A. Existing structures – residences, accessory structures, commercial buildings, docks/floats/piers, walls, fences, seasonal storage, bridges, boardwalks, aboveground utility lines and corridors, junk/refuse, recreational facilities, aquaculture facilities, etc. B. Existing surface alterations – pipelines, irrigations systems, dikes/ dams/ impoundments/ diversions, roads/trails, dugouts/wells, gravel pits/mines, subsurface utilities, septic, waste disposal, etc.Public Access: Describe, map and GPS the points of access. If public access is allowed,describe if permission is required and who to contact for permission.Land Uses Allowed: List the land uses allowed on the property and describe any conditionson use. A. Scientific/Educational (research, nature study, etc.) B. Habitat/Ecosystem restoration, management or preservation (wetland
    • restoration, native grassland restoration, tree planting, bird houses, etc.) C. Residential (permanent or seasonal residences, mobile homes, etc.) D. Agricultural (livestock grazing, crops, etc.) E. Forestry (reforestation, harvesting, etc.) F. Industrial (aggregate, petroleum development, etc.) G. Recreational (hiking, picknicking, camping, hunting, fishing, trapping, horseback riding, mountain biking, off highway vehicle use, etc.)Disturbances & Potential Threats to Property: The following table is adapted from theOntario Land Trust Alliance’s 2006 Annotated Baseline Documentation Report for NaturalHeritage Lands Owned by a Land Trust. It lists disturbances already noted (o), as well asadditional uses that can be anticipated to merit a particular management strategy (x)because of their nature or noted frequency of occurrence:Vegetation o Removal o Vandalism o Trails/Roads/ o Natural o of / Processes/Animals x Resources x x Cutlines x x Liability ATV/Snowmobi Petroleum Garbage/litt les WindTree Cutting resources er damage TrailsCollecting Signage or 28 Sand,Plants/Animal lack of Roads Flooding gravel etc.s signage StructuralHunting, damage orFishing or Peat Hiking Trails Fire poorTrapping condition Other Equestrian DisturbancInvasives Water Campfires Trails es (describe): Swing OtherUse of Ropes (for Disturbanc Cutlines/Pesticides or diving, es SeismicHerbicides swimming, (describe): etc)Livestock Steep Cliff Fence linesGrazing Faces
    • Mountain Biking orTree Off PipelinesPlantation Highway Vehicle Use OtherBeaver DisturbanceCutting/Flood Utility Lines sing (describe):OtherDisturbances Trail Erosion(describe): Drainage Ditches Other Disturbances (describe):Recommendations for Management: Give recommendations for management actionsincluding timelines. Also give recommendations for future monitoring visits (schedule, 29timing etc.), prohibited activities to watch for, disturbances and threats that need to bemonitored, etc. This section may become extensive enough to form a management plan forthe property.Maps: A. Photodocumentation map (note location of all photopoints). B. Road map, general location map for directions to property. C. Current aerial photo or satellite image of property (including boundaries marked). D. Relevant zoning information. E. Topographical map of property (with boundaries marked). F. Map identifying human modifications and improvements. G. Map of natural communities.Photos: Photos of natural features, developments and disturbances. This section shouldinclude photos that are easily replicable (from roads or permanent features, or using GPSwaypoints). A. Photos should be numbered and a compass direction should be included to note the direction the photo was taken. B. Include captions or a photograph index with descriptions.
    • APPENDIX C: SAMPLE BASELINE DOCUMENTATION REPORTS FOR CONSERVATION EASEMENT PROPERTIES 1
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    • APPENDIX D: SAMPLE BASELINE DOCUMENTATION REPORTS FOR FEE SIMPLE PROPERTIES EAST HAYS CONSERVATION SITE MANAGEMENT PLAN (PLAN 8510645 BLOCK 90A PTNS 25 & 26 13-13-W4M) 1East Hayes Management Plan
    • PREPARED BY ALBERTA CONSERVATION ASSOCIATION SOUTHERN REGION PROJECT PARTNERS ALBERTA CONSERVATION ASSOCIATION, ALBERTA FISH AND GAME ASSOCIATION, BROOKS PHEASANT FESTIVAL, PHEASANTS FOREVER – CALGARY, PHEASANTS FOREVER – CHINOOK CHAPTER, PRIVATE DONORS APRIL 2009 2East Hayes Management Plan
    • INTRODUCTIONThe East Hays Conservation Site was purchased in 2008 through the collaboration among AlbertaConservation Association, Pheasants Forever – Calgary Chapter, Pheasants Forever – ChinookChapter (Medicine Hat), Alberta Fish and Game Association, Brooks Pheasant Festival, and privatedonors. The site is located near the Bow River east of the town of Vauxhall. The 144 acre site isalso part of the Municipal District of Taber and within an hour of the cities of Lethbridge and MedicineHat.This parcel represents an ideal opportunity for restoration and enhancement activities as it isdominated by an alfalfa/grass pasture. The overall intent of this purchase is to enhance habitat forupland game birds and to provide improved access to a large parcel of crown lease land that is alongthe Bow River. The 144 acre site was previously a flood irrigated hay crop with 133 acres of waterrights attached to the property. The remaining 11 acres are comprised of a coulee draw thatreceives the flood irrigation run off of both this parcel and the adjacent parcel to the south.All agricultural and/or industrial applications/dispositions will be forwarded by the prospective landmanager to the following contact(s) for review and input as part of this conservation managementplan:Brad Taylor Copies will be provided to Partners by ACAAlberta Conservation AssociationBpx 1139, Provincial BuildingBlairmore, AlbertaT0K 0E0Tel: 403.562.3288 3East Hayes Management Plan
    • PROPERTY LOCATION QUARTER (LEGAL LAND DESCRIPTION) Quarter Section Township Range Meridian section Ptn SW 25 13 13 4 Ptn S 26 13 13 4 Area Block Title Number Plan Number Lot Number ha (acre) Number 081249227 58.5 (144.6) 8510645 90A PROPERTY DESCRIPTIONLocationThe East Hays Conservation Site is located approximately 20 km east of the town of Vauxhall (Figure1) and approximately 100 km northeast of Lethbridge and 80 km west of Medicine Hay (Figure 2).The site is close to two other conservation sites: Sproule and Hays Drain.Natural RegionEast Hays is part of the Grassland Natural Region, specifically the Dry Mixed Grass NaturalSubregion. This subregion is dominated by Brown Chernozemic and Solonetzic soils and an aridclimate. Generally, natural vegetation communities are composed of Stipa comata, Koeleriamacrantha, and Bouteloua gracilis.WaterbodiesThe Bow River flows by on an adjacent quarter to the east of the property. No other significantnatural water bodies occur on this parcel. The site does however have two dugouts that were 4East Hayes Management Plan
    • historically used for irrigation of this parcel and some trenching along the south and north fences toreturn excess water to coulees that lead to the Bow River.VegetationThe 144 acre parcel is approximately 90% alfalfa and grass mix and 10% native and tame grassesand shrubs (Figure 3). The 10% native/tame mix is currently restricted to a small coulee that runsalong the south edge of the fence down to the Bow River. Some native shrubs, particularly sandbarwillow (Salix exigua), are present along the south and west fencelines near irrigation ditches.Properties to the north and south are privately owned and under cultivation and the Bow River valleyto the east is crown lease land that is primarily native and used for livestock grazing.TopographyThe site is very gently sloping west to east towards the Bow River and was historically flood irrigated.One small coulee is present in the south east corner of the property that receives run off from anadjacent property to the south and historic runoff from flood irrigation..WildlifeWildlife species present on the property are generally limited to species that are tolerant toagricultural disturbances. Mule deer, pheasants, and partridges are the dominant game species anda variety of song birds will utilize the marginal habitat that currently exists on the property. A FWMISsearch indicated the following species were observed within the township that the site is located in:American White Pelican, Black Crowned Night Heron, Burrowing Owl, Golden Eagle, Lesser Scaup,Long-billed Curlew, Northern Harrier, Northern Pintail, Prairie Falcon, Prairie Rattlesnake, Short-eared Owl, and Sprague’s Pipit. Alberta Sustainable Resource Development Fish and WildlifeDivision has also identified the area along the Bow River as critical Mule Deer habitat as well as onequarter that is part of the property as being highly suitable for several species at risk (Table 1;http://www.srd.gov.ab.ca/fishwildlife/guidelinesresearch/landuse.aspx).Table 1: ASRD Species at Risk HSI Model Results SE 26-13-13- SE 26-13-13- SW 25-13-13- Species W4M W4M W4M Long-billed Less Suitable Less Suitable Highly Suitable Curlew Prairie Falcon Least Suitable Least Suitable Highly Suitable Sharp-tailed Least Suitable Least Suitable Highly Suitable Grouse Ferruginous Less Suitable Less Suitable Highly Suitable Hawk Short-horned Least Suitable Least Suitable Suitable Lizard Burrowing Owl Least Suitable Least Suitable Suitable Sprague’s Pipit Least Suitable Least Suitable Highly Suitable 5East Hayes Management Plan
    • Loggerhead Least Suitable Least Suitable Highly Suitable Shrike Prairie Less Suitable Less Suitable Suitable Rattlesnake Plains Spadefoot Least Suitable Least Suitable Less Suitable Great Plains Least Suitable Least Suitable Least Suitable Toad American Least Suitable Least Suitable Highly Suitable Badger Ground Squirrel Less Suitable Less Suitable Highly SuitableFishNo waterbodies suitable for sustaining a fishery are present on the property. Although the propertyprovides an access point to an adjacent property whereby one could access the Bow River withappropriate permission.Other FeaturesNo buildings or structures are present on the property. Two surface leases from past drilling activityare currently being reclaimed. One access trail is located along the south edge of the property.There are also 133 acres of water rights attached to the property which are administered by the BowRiver Irrigation District. 6East Hayes Management Plan
    • Figure 1. Map showing the location of the East Hays Conservation Site (Landscape Context) 7East Hayes Management Plan
    • Figure 2. Map showing the location of the East Hays Conservation Site (Regional Context)Figure 3. Valtus imagery 2000. Aerial photograph of the East Hays Conservation Site 8East Hayes Management Plan
    • 9East Hayes Management Plan
    • EAST HAYS MANAGEMENT PLANIt is the intent of ACA and its partners to manage the East Hays Conservation Site in such a way asto improve the wildlife habitat to benefit upland game birds and provide sustainable recreationalopportunities. Details for each objective are outlined in the Proposed Enhancement Plan andImplementation Plan in Appendices A and B.A preliminary quantitative land cover analysis of the conservation site plus a 1.6 km buffer, indicatethat the area is dominated by Annual Cropland (~40%) and Perennial Cropland (~20%). Naturalvegetation or naturally non-vegetated areas comprise the remaining 40 percent (Grassland – 36%,Wetland – 3%, and Exposed – 1%). Road and irrigation networks within the buffered area createapproximately 14 km and 12 km of linear disturbance, respectively. Linear hydrological featuresprovide approximately 16 km of riparian habitat. HABITAT OBJECTIVESHabitat objectives were identified that will eventually meet habitat requirements for all life stages ofupland game birds within the buffered area around the site. Since high quality winter cover is lackingin the greater landscape (~3%), this activity will be a priority on this site to help mitigate surroundingland uses. The remaining objectives will help to provide additional habitats to meet reproductive andsecurity needs.We are acknowledging at the outset that the development of habitat requires time to becomefunctional and objectives are set at 10 year milestones. The length of time required to complete theobjectives may vary depending on environmental conditions, but can be reassessed at the 5 yearmilestone of this management plan. UPLANDSObjectives:1. To enhance winter habitat to benefit upland game birds by 2018.Strategic Actions: a. Establish a minimum of 10 acres of shelterbelts beginning in 2009. i. ACA – Site Preparation and maintenance ii. PHD – Acquire, plant, and replace trees as necessary b. Establish a minimum of 3 acres of wetlands beginning in 2009. i. DU – provide planning assistance ii. ACA – implement plan iii. ACA/BRID – manage water c. Establish a minimum of 2 acres of food plots beginning in 2010. 10East Hayes Management Plan
    • i. ACA – Prepare, plant, and maintain2. To enhance reproductive habitat to benefit upland game birds by 2018.Strategic Actions: a. Establish a minimum of 40 acres of nesting and brood rearing cover beginning in 2011 i. ACA – Prepare, plant, and maintain3. To enhance security cover and movement corridors to benefit upland game birds by 2018.Strategic Actions: a. Establish travel and escape cover to provide connectivity to the surrounding landscape beginning in 2012. i. ACA – Prepare, plant, and maintain4. To maintain existing habitat and enhancement areas to benefit upland game birds through 2018.Strategic Actions: a. Maintain shelterbelts in a cultivated state to reduce weed and grass competition. b. Determine appropriate flow of water to maintain wetland c. Control weeds and vegetation in an appropriate manner RECREATIONAL OBJECTIVESRecreational objectives were identified that will allow for the safe and sustainable use of thisproperty. Primarily these objectives relate to the creation of a parking area, installation of sitesignage to increase ACA and partner profiles, general maintenance of the site, and barriers toundesired vehicular and OHV traffic across the property.Objectives:1. To ensure safe and sustainable recreational access is available to the conservation site by 2009.Strategic Actions: a. Widen access road on NW corner of property by October 1, 2009. b. Develop a fenced in parking area to restrict vehicular access by October 1, 2009. c. Install locked gate at SW access.for maintenance equipment only by October 1, 11East Hayes Management Plan
    • 2009. d. Install 1 ACA Conservation Site at the parking area by September 15, 2009.2. To maintain the site in an aesthetically pleasing manner throughout 2013.Strategic Actions: a. Ensure site is clean and litter free. b. Ensure all damaged infrastructure (i.e. fences, parking area) are repaired in a timely manner. c. Ensure vegetation control is completed annually within designated parking area to reduce risk of fires. MONITORING OBJECTIVESACA Land Management Program will collaborate with ACA Wildlife Program to develop a monitoringprotocol that is consistent with other projects to enhance efficiencies in data collection and analysis.Furthermore, LMP will also incorporate the results and recommendations of other Wildlife Programprojects that benefit target species or habitats. Objectives will be developed for wildlife monitoringand incorporated into this management plan following further discussions with ACA Wildlife Programstaff. ACCESS MANAGEMENT WILDLIFE VIEWING OPPORTUNITIESFoot access only will be permitted to all areas of the property for photography, hiking and wildlifeviewing. These activities may occur year round, as they will have little impact on the wildlife andhabitat. No contact is required to access the conservation site. HUNTING AND TRAPPINGHunting will be permitted on these lands on foot and under the authority of an appropriate huntinglicense. Since this site will be open to the public year round, trapping will only be available withapproval from ACA and its partners. ANGLINGNo angling opportunities are available on this conservation site. OFF HIGHWAY VEHICLE USE 12East Hayes Management Plan
    • OHV use and access will be permitted on the site for the purpose of field inspections, monitoring, orresearch by ACA, its partners, and other designated persons. The use of OHVs for recreationalpurposes is not allowed to minimize damage and disturbance to wildlife and their habitat. COMMERCIAL AND INDUSTRIALCommercial and industrial development is not a desired use for this conservation site; however,ownership of this property is limited to surface rights. In instances where mineral rights areconcerned, ACA will encourage discussions with project proponents to find viable alternatives orsolutions. SPECIAL ISSUES TAXESACA will be responsible for making annual tax payments to the County of Taber. WATER RIGHTS(ACA will be responsible for making annual water payments to the Bow River Irrigation District for the133 acres of water rights purchased with the property. ACA will not entertain selling these rights;however, if allowed, these rights or a portion thereof, may be leased to neighbors for a 10 yearperiod. TITLE RESTRICTIONS (E.G. COVENANTS, EASEMENTS, LEASES)Currently two surface leases to Grey Wolf Inc. are present on the site. The sites are currently beingreclaimed and a reclaimation certificate has been applied for on one of the sites. These leases willexpire in 2016 and 2018. The leases generate revenue in the amount of $936/year and $2,500/year.All revenue for leases will be forwarded to the ACA for the maintenance of this site. INSPECTIONSACA will be responsible for completion of annual maintenance inspections to identify and solveproblems and plan for future enhancements. IMPLEMENTATION OF THE MANAGEMENT PLAN(Provide information pertaining to timelines, who is doing what)ACA and Partners will manage the conservation property in accordance with the Management Plan,including modifications made to the Management Plan that may be developed from time to time.Modifications to the Management Plan must be reviewed and approved by the partner organizations. 13East Hayes Management Plan
    • AGREEMENT TERMThis agreement defines the long-term land management plan among the undersigned parties for theterm of 5 years. It is recognized that partners review the management plan every 5 years, partnersmay also modify this agreement within the agreement term upon consensus by the undersigned. 14East Hayes Management Plan
    • Management PartnersAlberta Conservation AssociationRepresentative:_________________________________ Date:_____________________Alberta Fish and Game AssociationRepresentative:_________________________________ Date:______________________Pheasants Forever – Calgary ChapterRepresentative:_________________________________ Date:______________________Partners in Habitat DevelopmentRepresentative:_________________________________ Date:______________________ 15East Hayes Management Plan
    • APPENDIX A – PROPOSED ENHANCEMENT PLAN 16East Hayes Management Plan
    • APPENDIX B - IMPLEMENTATION PLAN 2009 - 2013 YEAR 2009-2010OBJECTIVES STRATEGIC TASKS Organization Other Proposed ACTIONS Responsible Participating Completion Date OrganizationsSITE Complete annual Complete ACA Pheasants July 30, 2009ADMINISTRATION administrative Management Forever, activities to Plan Partners in ensure Habitat management Development, plan compliance Alberta Fish and beginning in Game 2009. Association Meet with All Partners October 31, 2009 Partner and February 28, Management 2010 Team twice (October and February) Complete ACA All partners if Within 2 weeks of referrals and required receipt public enquiries as they arrive (ACA)UPLAND HABITAT1. To enhance winter a. Establish a Stake out ACA April 30, 2009habitat to benefit minimum of 10 proposedupland game birds by acres of shelterbelt (COMPLETED)2018. shelterbelts location beginning in (Eastern 2009. Shelterbelt location) Contract to ACA May 30, 2009 individual or group to disk a (COMPLETED) minimum of 3 passes and maintain site with a cultivator a minimum of 3 times per year (Eastern shelterbelt location) Determine ACA PHD August 30, 2009 appropriate species of trees for planting in shelterbelt (Eastern shelterbelt location) 17East Hayes Management Plan
    • Order PHD December 1, appropriate 2009 number of trees for planting in 2010 (Eastern shelterbelt location). Provide All partners March 31, 2010 financial or where inkind support applicable where applicable and if available b. Establish a Determine ACA Ducks Unlimited May 30, 2009 minimum of 3 feasibility of Canada, Bow acres of constructing a River Irrigation (COMPLETED – wetlands small wetland District project is feasible) beginning in dominated by 2009. cattails (Typha spp.) with consultation with Ducks Unlimited Canada If construction ACA July 30, 2009 is feasible, contract to (INITIATED - individual or Contract in prep group to for McNiven develop site in construction – accordance estimated cost with design $12,000) specifications acquired from Ducks Unlimited Canada. Secure ACA July 30, 2009 assistance from Bow River Irrigation District in managing flow to wetland Ensure ACA July 30, 2009 adjacent landowner is (COMPLETED - aware of the Meeting held with project and who Elmer Doerksen to contact if he in April 2009 – no has any concerns voiced) concerns Provide All partners March 31, 2010 financial or where inkind support applicable (PF contributed where available $8k to the wetland construction contract) 18East Hayes Management Plan
    • c. Establish a Order ACA March 31, 2009 minimum of 2 appropriate acres of food seed mix plots beginning in 2010. Provide All partners March 31, 2010 financial or where inkind support applicable where available2. To enhance a. Establish a No activitiesreproductive habitat minimum of 40 planned forto benefit upland acres of nesting 2009/2010game birds by 2018. and brood rearing cover beginning in 20113. To enhance a. Establish No activitiessecurity cover and travel and planned formovement corridors escape cover to 2009/2010to benefit upland providegame birds by connectivity to the surrounding2018. landscape beginning in 2012.4. To maintain a. Maintain No activitiesexisting habitat and shelterbelts in a planned forenhancement areas cultivated state 2009/2010to benefit upland to reduce weedgame birds through and grass2018. competition. b. Determine Discuss with ACA BRID September 30, appropriate flow Bow River 2009 of water to Irrigation maintain wetland District monitoring and management of flow rates to wetland to determine optimal distribution of water to the system. c. Control weeds Complete 2 site ACA May 1 – October and vegetation inspections to 1, 2009 in an appropriate ensure minimal manner weed infestation Complete ACA July 30, 2009 vegetation control in the 19East Hayes Management Plan
    • most efficient manner (manual, mechanical, or chemical) dependent on scope and scale of problem.RECREATIONALOPPORTUNITIES1. To ensure safe a. Widen access Contract to ACA October 1, 2009and sustainable road on NW individual orrecreational access is corner of group to widenavailable to the property by existingconservation site by October 1, 2009. approach to2009. enhance safety (possibly coordinate with contractor that will develop wetland Provide All Partners March 31, 2010 financial or where inkind support applicable where applicable and if available b. Develop a Contract to ACA October 1, 2009 fenced in individual or parking area to group to install restrict vehicular post and rail access by fence (or other October 1, 2009. style deemed appropriate) to restrict vehicular traffic. Fence must accommodate a minimum 12 foot lockable metal gate to allow ACA/Partner equipment onto the site for maintenance and enhancement activities. Provide All Partners March 31, 2010 financial or where inkind support applicable where applicable and if available 20East Hayes Management Plan
    • c. Install locked Install ACA October 1, 2009 gate at SW purchased or access.for fabricated maintenance lockable metal equipment only gate in SW by October 1, corner to 2009. restrict vehicular access. (This activity may be deferred to 2010). Provide All Partners March 31, 2010 financial or where inkind support applicable where applicable and if available d. Install 1 ACA Install 1 4x8 ACA September 15, Conservation ACA 2009 Site at the Conservation parking area by Site sign in NW September 15, corner of the 2009 property.2. To maintain the a. Ensure site Complete site ACA All other partners March 31, 2010site in an is clean and litter inspections 2 to to forward anyaesthetically pleasing free. 3 times per comments ormanner throughout year and concerns to ACA2013. address staff concerns when on site b. Ensure all Complete site ACA All other partners March 31, 2010 damaged inspections 2 to to forward any infrastructure 3 times per comments or (i.e. fences, year and concerns to ACA parking area) address staff are repaired in a concerns when timely manner. on site c. Ensure If parking lot is ACA All other partners October 1, 2009 vegetation left grassed to forward any control is then ACA will comments or completed mow in fall prior concerns to ACA annually within to hunting staff designated season, if parking area to graveled ACA reduce risk of will spray fires. vegetation within fenced area. YEAR 2010-2011OBJECTIVES STRATEGIC TASKS Organization Other Proposed ACTIONS Responsible Participating Completion Organizations Date 21East Hayes Management Plan
    • SITE Complete annual Review and ACA Pheasants October 31,ADMINISTRATION administrative Update Forever, Partners 2010 activities to Management in Habitat ensure Plan (ACA) Development, management Alberta Fish and plan compliance Game beginning in Association 2009. Meet with All Partners October 31, Partner 2010 and Management February 28, Team twice 2011 (October and February) Complete ACA All partners if Within 2 weeks referrals and required of receipt public enquiries as they arrive (ACA)UPLAND HABITAT1. To enhance winter a. Establish a Rototill ACA May 30, 2010habitat to benefit minimum of 10 shelterbelt rowsupland game birds by acres of in preparation2018. shelterbelts for tree planting beginning in 2009. Stake out ACA April 30, 2010 proposed shelterbelt location (Western Shelterbelt location) Contract to ACA May 30, 2010 individual or group to disk a minimum of 3 passes and maintain site with a cultivator a minimum of 3 times per year (Western shelterbelt location) Determine ACA PHD August 30, appropriate 2010 species of trees for planting in shelterbelt (Western 22East Hayes Management Plan
    • shelterbelt location) Plant trees in PHD ACA July 30, 2010 accordance with agreed upon planting schedule (species and # of rows) (Eastern shelterbelt location). Order PHD December 1, appropriate 2010 number of trees for planting in 2011 (Western shelterbelt location). Provide financial All partners March 31, or inkind where 2011 support where applicable applicable and if available b. Establish a Inspect and ACA September 1, minimum of 3 modify project 2010 acres of wetlands as necessary beginning in 2009. Liaise with ACA July 30, 2010 adjacent landowner to ensure no concerns with wetland c. Establish a Rototill site and ACA June 15, 2010 minimum of 2 plant according acres of food to plots beginning in recommended 2010. seed spacing and depth2. To enhance a. Establish a Determine ACA December 1,reproductive habitat to minimum of 40 appropriate 2010benefit upland game acres of nesting seed mix andbirds by 2018. and brood order for spring rearing cover planting beginning in 2011 Provide financial All partners March 31, or inkind where 2011 support where applicable applicable and if available3. To enhance a. Establish No activitiessecurity cover and travel and planned formovement corridors escape cover to 2010/2011 23East Hayes Management Plan
    • to benefit upland providegame birds by 2018. connectivity to the surrounding landscape beginning in 2012.4. To maintain a. Maintain Maintain area ACA June 15, 2010existing habitat and shelterbelts in a betweenenhancement areas cultivated state to shelterbelt rows August 15,to benefit upland reduce weed and with cultivator 2010game birds through grass2018. competition. b. Determine Monitor and ACA BRID May 1, 2010- appropriate flow manage flow September 30, of water to rates to wetland 2010 maintain wetland c. Control weeds Complete 2 site ACA May 1 – and vegetation in inspections to October 1, an appropriate ensure minimal 2010 manner weed infestation Complete ACA July 30, 2010 vegetation control in the most efficient manner (manual, mechanical, or chemical) dependent on scope and scale of problem.RECREATIONALOPPORTUNITIES1. To ensure safe and a. Widen access ACTION SHOULD BE COMPLETEDsustainable road on NWrecreational access is corner ofavailable to the property byconservation site by October 1, 2009.2009. b. Develop a ACTION SHOULD BE COMPLETED fenced in parking area to restrict vehicular access by October 1, 2009. c. Install locked Install purchased or ACA July 30, 2010 gate at SW fabricated lockable access.for metal gate in SW maintenance corner to restrict equipment only vehicular access if by October 1, deferred from 2009. 2009. 24East Hayes Management Plan
    • d. Install 1 ACA ACTION SHOULD BE COMPLETED Conservation Site at the parking area by September 15, 20092. To maintain the a. Ensure site is Complete site ACA All other partners March 31,site in an aesthetically clean and litter inspections 2 to to forward any 2011pleasing manner free. 3 times per year comments orthroughout 2013. and address concerns to ACA concerns when staff on site b. Ensure all Complete site ACA All other partners March 31, damaged inspections 2 to to forward any 2011 infrastructure (i.e. 3 times per year comments or fences, parking and address concerns to ACA area) are concerns when staff repaired in a on site timely manner. c. Ensure If parking lot is ACA All other partners October 1, vegetation left grassed to forward any 2010 control is then ACA will comments or completed mow in fall prior concerns to ACA annually within to hunting staff designated season, if parking area to graveled ACA reduce risk of will spray fires. vegetation within fenced area. YEAR 2011-2012OBJECTIVES STRATEGIC TASKS Organization Other Proposed ACTIONS Responsible Participating Completion Organizations DateSITE Complete annual Review and ACA Pheasants October 31,ADMINISTRATION administrative Update Forever, Partners 2011 activities to Management in Habitat ensure Plan (ACA) Development, management Alberta Fish and plan compliance Game beginning in Association 2009. Meet with All Partners October 31, Partner 2011 and Management February 28, Team twice 2012 (October and February) Complete ACA All partners if Within 2 weeks referrals and required of receipt public enquiries as they arrive (ACA) 25East Hayes Management Plan
    • UPLAND HABITAT1. To enhance winter a. Establish a Rototill ACA May 30, 2011habitat to benefit minimum of 10 shelterbelt rowsupland game birds by acres of in preparation2018. shelterbelts for tree planting beginning in (Western 2009. shelterbelt location) Plant trees in PHD ACA July 30, 2011 accordance with agreed upon planting schedule (species and # of rows) (Western shelterbelt location). Replace dead PHD July 30, 2011 trees (Eastern shelterbelt location) Provide financial All partners March 31, or inkind where 2011 support where applicable applicable and if available b. Establish a Inspect and ACA September 1, minimum of 3 assess infill of 2011 acres of wetlands cattails beginning in 2009. Liaise with ACA July 30, 2011 adjacent landowner to ensure no concerns with wetland c. Establish a Disc site and ACA June 15, 2011 minimum of 2 plant according acres of food to plots beginning in recommended 2010. seed spacing and depth2. To enhance a. Establish a Contract ACA June 30, 2011reproductive habitat to minimum of 40 individual orbenefit upland game acres of nesting group tobirds by 2018. and brood prepare site and rearing cover seed selected beginning in mix 2011 Provide financial All partners March 31, or inkind where 2012 support where applicable 26East Hayes Management Plan
    • applicable and if available3. To enhance a. Establish No activitiessecurity cover and travel and planned formovement corridors escape cover to 2011/2012to benefit upland providegame birds by 2018. connectivity to the surrounding landscape beginning in 2012.4. To maintain a. Maintain Maintain area ACA June 15, 2011existing habitat and shelterbelts in a betweenenhancement areas cultivated state to shelterbelt rows August 15,to benefit upland reduce weed and with cultivator 2011game birds through grass2018. competition. b. Determine Monitor and ACA BRID May 1 - appropriate flow manage flow September 30, of water to rates to wetland 2011 maintain wetland c. Control weeds Complete 2 site ACA May 1 – and vegetation in inspections to October 1, an appropriate ensure minimal 2011 manner weed infestation Complete ACA July 30, 2011 vegetation control in the most efficient manner (manual, mechanical, or chemical) dependent on scope and scale of problem.RECREATIONALOPPORTUNITIES1. To ensure safe and a. Widen access OBJECTIVE SHOULD BE COMPLETEDsustainable road on NWrecreational access is corner ofavailable to the property byconservation site by October 1, 2009.2009. b. Develop a fenced in parking area to restrict vehicular access by October 1, 2009. c. Install locked 27East Hayes Management Plan
    • gate at SW access.for maintenance equipment only by October 1, 2009. d. Install 1 ACA Conservation Site at the parking area by September 15, 20092. To maintain the a. Ensure site is Complete site ACA All other partners March 31,site in an aesthetically clean and litter inspections 2 to to forward any 2012pleasing manner free. 3 times per year comments orthroughout 2013. and address concerns to ACA concerns when staff on site b. Ensure all Complete site ACA All other partners March 31, damaged inspections 2 to to forward any 2012 infrastructure (i.e. 3 times per year comments or fences, parking and address concerns to ACA area) are concerns when staff repaired in a on site timely manner. c. Ensure If parking lot is ACA All other partners October 1, vegetation left grassed to forward any 2011 control is then ACA will comments or completed mow in fall prior concerns to ACA annually within to hunting staff designated season, if parking area to graveled ACA reduce risk of will spray fires. vegetation within fenced area. YEAR 2012-2013OBJECTIVES STRATEGIC TASKS Organization Other Proposed ACTIONS Responsible Participating Completion Organizations DateSITE Complete annual Review and ACA Pheasants October 31,ADMINISTRATION administrative Update Forever, Partners 2012 activities to Management in Habitat ensure Plan (ACA) Development, management Alberta Fish and plan compliance Game beginning in Association 2009. Meet with All Partners October 31, Partner 2012 and Management February 28, Team twice 2013 (October and February) 28East Hayes Management Plan
    • Complete ACA All partners if Within 2 weeks referrals and required of receipt public enquiries as they arrive (ACA)UPLAND HABITAT1. To enhance winter a. Establish a Replace dead PHD ACA (inspections July 30, 2012habitat to benefit minimum of 10 trees (Eastern only)upland game birds by acres of and Western2018. shelterbelts shelterbelt beginning in locations) 2009. b. Establish a Inspect and ACA September 1, minimum of 3 assess infill of 2012 acres of wetlands cattails beginning in 2009. Liaise with ACA July 30, 2012 adjacent landowner to ensure no concerns with wetland c. Establish a Disc site and ACA June 15, 2012 minimum of 2 plant according acres of food to plots beginning in recommended 2010. seed spacing and depth2. To enhance a. Establish a Inspect project ACA June 30, 2012reproductive habitat to minimum of 40 area and assessbenefit upland game acres of nesting regrowth.birds by 2018. and brood Reseed if rearing cover necessary. beginning in 2011 Provide financial All partners March 31, or inkind where 2013 support where applicable applicable and if available3. To enhance a. Establish Determine ACA PHD September 30,security cover and travel and areas for 2012movement corridors escape cover to enhancingto benefit upland provide movement andgame birds by 2018. connectivity to escape the surrounding corridors and landscape develop plant beginning in species list. 2012.4. To maintain a. Maintain Maintain area ACA June 15, 2012existing habitat and shelterbelts in a betweenenhancement areas cultivated state to shelterbelt rows August 15, 29East Hayes Management Plan
    • to benefit upland reduce weed and with cultivator 2012game birds through grass2018. competition. b. Determine Monitor and ACA BRID May 1 - appropriate flow manage flow September 30, of water to rates to wetland 2012 maintain wetland c. Control weeds Complete 2 site ACA May 1 – and vegetation in inspections to October 1, an appropriate ensure minimal 2012 manner weed infestation Complete ACA July 30, 2012 vegetation control in the most efficient manner (manual, mechanical, or chemical) dependent on scope and scale of problem.RECREATIONALOPPORTUNITIES1. To ensure safe and a. Widen access OBJECTIVE SHOULD BE COMPLETEDsustainable road on NWrecreational access is corner ofavailable to the property byconservation site by October 1, 2009.2009. b. Develop a fenced in parking area to restrict vehicular access by October 1, 2009. c. Install locked gate at SW access.for maintenance equipment only by October 1, 2009. d. Install 1 ACA Conservation Site at the parking area by September 15, 20092. To maintain the a. Ensure site is Complete site ACA All other partners March 31,site in an aesthetically clean and litter inspections 2 to to forward any 2013 30East Hayes Management Plan
    • pleasing manner free. 3 times per year comments orthroughout 2013. and address concerns to ACA concerns when staff on site b. Ensure all Complete site ACA All other partners March 31, damaged inspections 2 to to forward any 2013 infrastructure (i.e. 3 times per year comments or fences, parking and address concerns to ACA area) are concerns when staff repaired in a on site timely manner. c. Ensure If parking lot is ACA All other partners October 1, vegetation left grassed to forward any 2012 control is then ACA will comments or completed mow in fall prior concerns to ACA annually within to hunting staff designated season, if parking area to graveled ACA reduce risk of will spray fires. vegetation within fenced area. YEAR 2013-2014OBJECTIVES STRATEGIC TASKS Organization Other Proposed ACTIONS Responsible Participating Completion Organizations DateSITE Complete annual Review and ACA Pheasants February 28,ADMINISTRATION administrative Update Forever, Partners 2014 activities to Management in Habitat ensure Plan for next 5 Development, management year term Alberta Fish and plan compliance Game beginning in Association 2009. Meet with All Partners October 31, Partner 2013 and Management February 28, Team twice 2014 (October and February) Complete ACA All partners if Within 2 weeks referrals and required of receipt public enquiries as they arrive (ACA)UPLAND HABITAT1. To enhance winter a. Establish a Replace dead PHD ACA (inspections July 30, 2013habitat to benefit minimum of 10 trees (Eastern only)upland game birds by acres of and Western2018. shelterbelts shelterbelt beginning in locations) 2009. 31East Hayes Management Plan
    • b. Establish a Inspect and ACA September 1, minimum of 3 assess infill of 2013 acres of wetlands cattails beginning in 2009. c. Establish a Disc site and ACA June 15, 2013 minimum of 2 plant according acres of food to plots beginning in recommended 2010. seed spacing and depth2. To enhance a. Establish a Inspect project ACA June 30, 2013reproductive habitat minimum of 40 area and assessto benefit upland acres of nesting regrowth.game birds by 2018. and brood Reseed if rearing cover necessary. beginning in 2011 Provide financial All partners March 31, or inkind where 2014 support where applicable applicable and if available3. To enhance a. Establish Prepare site and ACA PHD June 30, 2013security cover and travel and plantmovement corridors escape cover to predeterminedto benefit upland provide plant/seed mix.game birds by 2018. connectivity to the surrounding landscape beginning in 2012.4. To maintain a. Maintain Maintain area ACA June 15, 2013existing habitat and shelterbelts in a betweenenhancement areas cultivated state to shelterbelt rows August 15,to benefit upland reduce weed and with cultivator 2013game birds through grass2018. competition. b. Determine Monitor and ACA BRID May 1 - appropriate flow manage flow September 30, of water to rates to wetland 2013 maintain wetland c. Control weeds Complete 2 site ACA May 1 – and vegetation in inspections to October 1, an appropriate ensure minimal 2013 manner weed infestation Complete ACA July 30, 2013 vegetation control in the most efficient manner 32East Hayes Management Plan
    • (manual, mechanical, or chemical) dependent on scope and scale of problem.RECREATIONALOPPORTUNITIES1. To ensure safe and a. Widen access OBJECTIVE SHOULD BE COMPLETEDsustainable road on NWrecreational access is corner ofavailable to the property byconservation site by October 1, 2009. b. Develop a fenced in parking area to restrict vehicular access by October 1, 2009. c. Install locked gate at SW access.for maintenance equipment only by October 1, 2009. d. Install 1 ACA Conservation Site at the parking area by September 15, 20092. To maintain the a. Ensure site is Complete site ACA All other partners March 31,site in an aesthetically clean and litter inspections 2 to to forward any 2013pleasing manner free. 3 times per year comments orthroughout 2013. and address concerns to ACA concerns when staff on site b. Ensure all Complete site ACA All other partners March 31, damaged inspections 2 to to forward any 2013 infrastructure (i.e. 3 times per year comments or fences, parking and address concerns to ACA area) are concerns when staff repaired in a on site timely manner. c. Ensure If parking lot is ACA All other partners October 1, vegetation left grassed to forward any 2013 control is then ACA will comments or completed mow in fall prior concerns to ACA annually within to hunting staff designated season, if parking area to graveled ACA reduce risk of will spray fires. vegetation within fenced area. 33East Hayes Management Plan