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HomeMy WebLinkAbout20200018 Ver 1_Technical Proposal_20191029W YLDLA NDS ENGINEERING August 13, 2019 Ms. Marjorie Barber NC DEQ-Division of Mitigation Services 217 West Jones Street, Suite 3409-1 Raleigh, NC 27603 RE: Wildlands Engineering, Inc. Proposal — Laurel Valley Mitigation Site Catawba River Basin Cataloging Unit 03050101; Burke County, NC In response to RFP 16-007875 - Full Delivery Project Dear Ms, Barber, As an authorized representative of Wildlands Engineering, Inc. (Wildlands), I am pleased to present to the NC Division of Mitigation Services (DMS) the following proposal to provide stream credits in the Catawba River Basin (Cataloging Unit 03050101) in response to RFP 16-007975. This proposal is a firm offer from Wildlands and remains open for acceptance by the NC Department of Environmental Quality (DEQ) until February 9, 2020, which is 180 days from the closing date of the above -referenced RFP. As a fully licensed engineering firm, Wildlands will serve as the contracting entity and lead designer with Kee Mapping & Surveying providing professional surveying services. The key individuals on the Wildlands Team have worked together on numerous projects over multiple years and will operate smoothly as a cohesive unit. Wildlands is committed to creating an excellent ecological restoration project at the Laurel Valley Mitigation Site and is proposing two options using a combination of stream restoration and preservation. Option 1 will develop 4,875 warm stream credits while Option 2 will develop 4,450 warm stream credits. The Site is an active cattle farm and includes East Prong Hunting Creek and its tributaries. Cattle currently have access to all Site streams with the exception of UT1 Reach 1. Site streams are severely eroded throughout and have poor bedform diversity due to embeddedness. Perched culverts bisect each of the tributaries, impacting aquatic habitat passage. This project will improve water quality and ecology in this watershed through cattle exclusion, buffer reforestation, reconnecting streams to the historic floodplain, restoring stream dimension and function, and reconnecting fragmented habitats. Wildlands' Laurel Valley Mitigation Site submittal includes one signed, original Technical Proposal; four photocopies of the Technical Proposal; one U5B flash drive containing one electronic copy of the Technical Proposal and the Project Site boundaries in ArCGIS format; one signed, original Cost Proposal; and one photocopy of the Cost Proposal. All paper contained within this proposal is 100% recycled, 30% post -consumer content. With our diverse, yet unified team we offer the expertise, understanding_, and commitment to ensure this project's success. Sincerely, khawn'wilkerson, President WWildlands Engineering, Inc. (P) 704.332.7754 • (F) 704.332.3306 • 1430 South Mint St, Suite 104 1 Chariotte, NC 28203 0 �,1, �STATF 0,, �FSSE QUA/ STATE OF NORTH CAROLINA Request for Proposal # 16-007875 For internal State agency processing, including tabulation of proposals in the Interactive Purchasing System (IPS), please provide your company's Federal Employer Identification Number or alternate identification number (e.g. Social Security Number). Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the public. This page will be removed and shredded, or otherwise kept confidential, before the procurement file is made available for public inspection. This page is to be filled out and returned with your proposal. Failure to do so may subject your proposal to rejection. ID Number: 56-0651376 Federal ID Number or Social Security Number Wildlands Engineering, Inc. Vendor Name Sealed, mailed or hand delivered responses ONLY will be accepted for this solicitation. STATE OF NORTH CAROLINA Department of Environmental Quality Refer ALL Inquiries regarding this RFP to: Request for Proposal #: 16-007875 Marjorie Barber M a d o rie. ha rbe rp_ned enr-gov Proposals will be publicly opened: August 13, 2019 (919) 707-8461 Contract Type: Open Market Using Agency: Division of Mitigation Services Commodity No. and Description:962-73 Requisition No.: N/A Restoration ! Reclamation Services of Land and other Properties EXECUTION In compliance with this Request for Proposals (RFP), and subject to all the conditions herein, the undersigned Vendor offers and agrees to furnish and deliver any or all items upon which prices are bid, at the prices set opposite each item within the time specified herein. By executing this proposal, the undersigned Vendor certifies that this proposal is submitted competitively and without collusion (G,S. 143-54), that none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of Chapter 78A of the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143-59,2), and that it is not an ineligible Vendor as set forth in G.S. 143-59.1. False certification is a Class I felony. Furthermore, by executing this proposal, the undersigned certifies to the best of Vendor's knowledge and belief, that it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by any Federal or State department or agency. As required by G.S. 143A&5, the undersigned Vendor certifies that it, and each of its sub -Contractors for any Contract awarded as a result of this RFP, complies with the requirements of Article 2 of Chapter 54 of the NO General Statutes, including the requirement for each employer with more than 25 employees in North Carolina to verify the work authorization of its employees through the federal E-Verify system. G.S. 133-32 and Executive Order 24 (2009) prohibit the offer to, or acceptance by, any State Employee associated with the preparing plans, specifications, estimates for public Contract; or awarding or administering public Contracts; or inspecting or supervising delivery of the public Contract of any gift from anyone with a Contract with the State, or from any person seeking to do business with the State. By execution of this response to the RFP, the undersigned certifies, for your entire organization and its employees or agents, that you are not aware that any such gift has been offered, accepted, or promised by any employees of your organization. Failure to execute/sign proposal prior to submittal shall render proposal invalid and it WILL BE REJECTED. Late proposals cannot be accepted. COMPLETEIFORMAL NAME OF VENDOR: Wildlands Engineering, Inc. STREET ADDRESS: P.O. Box: ZIP: 1430 S. Mint Street, Suite 104 nla 28203 CITY & STATE & ZIP: TELEPHONE NUMBER: TOLL FREE TEL. NO: Charlotte, NC 28203 (704) 332-7754 nla PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #12): nla PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR: FAX NUMBER: Shawn D. Wilkerson, President (704) 332-3306 VE R'S AUHQ SIGNATURE : DATE: EMAIL: 08/1312019 swilkerson@wiidlandseng.com Oft(r valid for at least 180 days from date of proposal opening. After this time, any withdrawal of offer shall be made in writing, effective upon receipt by the agency issuing this RFP. ACCEPTANCE OF PROPOSAL If any or all parts of this proposal are accepted by the State of North Carolina, an authorized representative of the Department of Environmental quality shall affix hislher signature hereto and this document and all provisions of this Request for Proposal along with the Vendor proposal response and the written results of any negotiations shall then constitute the written agreement between the parties. A copy of this acceptance will be forwarded to the successful Vendors}, FOR STATE USE ONLY: Offer accept and Contract awarded this day of , 2019, as indicated on the attached certification, by [Authorized Representative of department of Environmental Quality] ver. -ierjna PART D - Executive Summary Wildlands Engineering, Inc. (Wildlands) is proposing two options to provide warm stream credits within the Catawba River Basin Hydrologic Unit Code (HUC) 03050101 at the Laurel Valley Mitigation Site (Site) in Burke County, NC. The project will include restoration and preservation of East Prong Hunting Creek and two of its unnamed tributaries (UT1 and UT2). In Option 1, UT1 will tie to East Prong Hunting Creek within the Site limits and provide 4,875 warm stream credits. In Option 2, UT1 will tie to the existing offsite receiving channel and provide 4,450 warm stream credits. Wildlands has recorded options to acquire up to 13 acres of conservation easement on the Site. The Site is an active cattle farm, and the streams are in various stages of impact due to cattle grazing and perched culverts. Cattle currently have access to all of the Site streams except UT1 Reach 1. Site streams are in various stages of evolution, with a predominant condition of extensive erosion and incision. While instream habitats such as riffles and pools are present, they are impacted by embeddedness from bank erosion. Large woody debris (LWD) is minimal within the Site. The riparian buffer along East Prong Hunting Creek and UT2 is narrow to nonexistent and upland erosion from grazing areas reaches Site streams unfiltered. The riparian buffer along UT1 Reach 2 exists generally along one side. This project will improve water quality and ecology through riparian buffer establishment, stream and habitat restoration, exclusion of livestock and farm equipment, and alleviation of perched culverts, resulting in a decrease in nutrient and sediment loads from the Site and improved aquatic and terrestrial habitat. The specific evaluation criteria outlined in the Division of Mitigation's (DMS's) Request for Proposals will be met as summarized in Part G of this proposal. In summary, the mitigation plan for the Site will include the following: • Cattle exclusion from the Site's streams and riparian buffers; • Reconnection of incised streams to their historic floodplain; • Enhancement of habitat functions through in -stream structures and native riparian buffers; • Protection for stream channels from further channel manipulation and vegetation impact for agricultural purposes; • Reduction of sediment and nutrient loadings by filtering overland runoff from agricultural fields and providing treatment through protected buffers; • Generation of either 4,875 or 4,450 warm stream credits through restoration and preservation; and • Conservation of up to 13 acres of restored land in perpetuity. W Laurel Valley Mitigation Site - PART D Wildlands Engineering, Inc. Page D.1 PART E - Corporate Background and Experience 1.0 Corporate Background The Wildlands Team is a multidisciplinary group of professionals that brings together the expertise necessary to create outstanding ecological restoration projects in a timely and cost-effective manner. Wildlands, the primary offeror, is headquartered in Charlotte, NC. Wildlands has offices in Charlotte, NC; Raleigh, NC; Asheville, NC; Charleston, SC; and Fairfax, VA. Our 62 employees dedicated to environmental restoration have positioned Wildlands as a leader in ecosystem restoration in the southeastern United States. Wildlands has teamed with Kee Mapping & Surveying (Kee) for survey and easement services for the Site. Kee is a well -established professional land surveying firm based out of Asheville, NC. Kee has worked on a variety of projects with Wildlands staff and their experience includes geomorphic assessment surveys, Global Positioning System (GPS) control for NC State Plane survey work, boundary surveys for property net verification, easement platting, legal descriptions, and easement monumentation. Early coordination and frequent communication ensures that everyone understands their role in the project and can complete tasks in a timely and efficient manner. Wildlands will consider one of the following five contractors specializing in stream work or another qualified contractor: • Baker Grading, based in Old Fort, NC • Carolina Environmental Contracting, Inc., based in Mount Airy, NC • KBS Earthworks, based in Julian, NC • Land Mechanic Designs, Inc., based in Willow Spring, NC • North State Environmental, Inc., based in Winston Salem, NC 2.0 Ability to Complete all Phases of the Proposal Wildlands' success is owed to the skills and abilities of its diverse and talented staff. Wildlands' staff expertise includes planning, ecology, biology, economics, civil engineering, real estate, AutoCAD, Geographic Information System (GIS), land management, environmental consulting, and habitat construction. Our collection of professionals allows for a seamless approach to planning, permitting, design, construction, and management of restoration projects. We fully understand the permitting process at the federal, state, and local level. Wildlands has five NC Certified Floodplain Managers (CFMs) on staff to address local, state, and FEMA floodplain permitting requirements. We have extensive experience with categorical exclusions, 401/404 permitting, and sediment and erosion control plans. 3.0 Similar Projects Wildlands has completed numerous projects involving stream restoration, wetland restoration, and mitigation banking. Several of these projects are summarized below Lyle Creek Mitigation Site, Catawba County, NC- Wildlands completed ecological restoration work at a site northwest of Lake Norman in Catawba County, NC. The project provided 5,571 stream credits and 7.0 wetland credits on unnamed tributaries to Lyle Creek in the Catawba river basin. The project included categorical exclusion documentation, existing conditions assessment, landowner coordination, conservation easement acquisition, stream and wetland restoration design, permitting, construction, and post -construction monitoring. Construction was completed in 2012. This project was successfully closed out in 2019. W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.1 Henry Fork Mitigation Site, Catawba County, NC- This project, which involves the reclamation of a former golf course, will deliver 4,500 stream credits and 4.0 wetland credits through restoration and enhancement of streams and rehabilitation, re-establishment, and enhancement of wetlands. In addition, outside of the credited activities, Wildlands purchased the expansive floodplain of the Henry Fork river, which was placed in permanent conservation easement at no credit as a value-added benefit of the project. The project is currently in the fourth year of post -construction monitoring. Owl's Den Mitigation Site, Lincoln County, NC- Wildlands is developing a full -delivery project in Lincoln County on two unnamed tributaries to Howards Creek. The project is expected to provide 2,400 stream credits in the Catawba river basin and 8.0 wetland credits via wetland re- establishment, rehabilitation, and enhancement. The project includes categorical exclusion documentation, existing conditions assessment, landowner coordination, conservation easement acquisition, stream and wetland restoration design, permitting, construction, and seven years of post -construction monitoring. Detailed hydrologic modeling was completed to study wetland -groundwater connections. This project is in the fourth year of post -construction monitoring. Alexander Farm Mitigation Site, Alexander County, NC -This project will provide 4,058 stream credits on two unnamed tributaries of Elk Shoals Creek in the Catawba River Basin. The project will decrease nutrient and sediment loads from the watershed by eliminating widespread bank erosion, connecting the onsite streams to their floodplains, and restoring native riparian buffers. The project will create significant ecological improvement through exclusion of cattle from the stream and through restoration of aquatic and terrestrial habitats on headwater systems. Construction is expected to begin in early 2020. The project is currently in the design phase. Lone Hickory Mitigation Site, Yadkin County, NC- This project is expected to provide 12,900 stream credits and 8.0 wetland credits in the Yadkin River basin. The site includes a steep, confined valley stream channel on the eastern portion of the site and a flatter stream -wetland complex near the South Deep Creek floodplain on the western portion of the site. The project includes stream and wetland restoration design, hydrologic modeling for wetland design, permitting, construction, and post -construction monitoring. Construction was completed in spring 2019 and the site is currently in the post -construction monitoring phase. W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.2 Big Harris Creek Mitigation Site, Cleveland County, NC- This project will provide approximately 25,836 stream credits in the Broad River basin. The project includes stream enhancement and restoration design, water quality Best Management Practices (BMPs) design, permitting, construction, and five years of post -construction monitoring. Nine storm water BMPs have been implemented to treat agricultural runoff. This agricultural watershed is impacted by bank erosion and loss of riparian buffer. Wildlands negotiated credit development with the IRT to recognize a lighter touch approach directed at distinct functional stressors within the system. Construction was completed in spring 2018 and the project is now in the second year of post -construction monitoring. Scaly Bark Creek Mitigation Site, Stanly County, NC— Wildlands performed ecological restoration work at a site near Albemarle, NC. The full -delivery project delivered 6,415 stream credits on Scaly Bark Creek and six unnamed tributaries in the Yadkin River basin for DMS. The project included categorical exclusion documentation, existing conditions assessment, landowner coordination, conservation easement acquisition, restoration design, permitting, construction, and five years of post -construction monitoring. Wildlands successfully completed CLOMR and LOMR packages for this project. This project was successfully closed out in 2016. Norkett Branch Stream Mitigation Site, Union County, NC- Wildlands is developing a full -delivery project in rural Union County on Norkett Branch and four tributaries. The project is expected to provide 10,098 stream credits for DMS in the Yadkin river basin. The project includes existing site assessment, conservation easement acquisition, permitting, stream restoration design, construction, and seven years of post - construction monitoring of geomorphic stability and vegetation. Detailed hydraulic modeling was completed for CLOMR and LOMR approvals. Two stormwater Best Management Practices (BMPs) were constructed to treat headwater agricultural runoff and will provide stream credits. This project is currently in the sixth year of post - construction monitoring. Little Troublesome Creek Mitigation Site, Rockingham County, NC - Wildlands performed ecological restoration work at a site in Reidsville, NC. The full -delivery project provided 4,900 stream credits and 12.7 wetland credits on Little Troublesome Creek, Irvin Creek, and one of its unnamed tributaries in the Cape Fear river basin for DMS. The project included categorical exclusion documentation, existing conditions assessment, landowner coordination, conservation easement acquisition, stream and wetland restoration design, permitting, construction, and five years of post -construction monitoring. Wildlands also performed detailed hydraulic modeling of the proposed restoration design for CLOMR and LOMR submittals to satisfy FEMA requirements. This project was successfully closed out in 2017. W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.3 4.0 Lead Consultant and Team Members Wildlands is a licensed engineering firm in NC and will act as prime consultant for this contract. Staff from our Charlotte, NC and Asheville, NC offices will complete this project. Wildlands has teamed with Kee to offer the best possible team to DMS. As indicated above in Section 1.0, Wildlands will select a specialty stream contractor from our provided list of qualified firms. LEAD CONSULTANT Wildlands Engineering, Inc. - Headquarters Charlotte, NC Office Location oft 1430 South Mint Street, Suite 104 AW Charlotte, NC 28203 WILDLANDS (P) 704.332.7754 (F) 704.332.3306 E N G I N E E R I N G TEAM MEMBERS Firm Contact: Shawn Wilkerson, President; swilkerson@wildlandseng.com North Carolina S-Corporation Federal Identification Number: 56-0651376 Asheville, NC Office Location Wildlands Engineering, Inc. 167-B Haywood Road Asheville, NC 28806 Kee Mapping and Surveying, PA P.O. Box 2566 Asheville, NC 28802 1-4 (P) 828.575.9021 Firm Contact: Phillip Brad Kee, PLS; Brad@keemap.com Services to be Provided: Professional surveying services 5.0 Project Manager Experience Mr. Neuhaus serves as a water resources engineer in Wildlands' Asheville office. He has eight years of experience working on a variety of projects including stream and wetland restoration, stormwater management, erosion and sediment control, hydrologic modeling, and groundwater modeling. Mr. Neuhaus' duties include field data collection, site analysis, design development, preparation of construction plans, earthwork estimation, construction administration, and post -construction monitoring of mitigation sites. He also provides hydrologic modeling and water budget analysis including groundwater modeling for wetland restoration projects. Additional information on Mr. Neuhaus's experience is provided below in Section 7.0. 6.0 Project Approach The Wildlands Team takes a holistic, integrated approach to site restoration. The following text outlines some key aspects of our multi -disciplinary project approach. Site -specific project plans are further described in Part G of this proposal. W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page EA 6.1 Site Selection The Wildlands Team carefully selects project sites where ecological restoration can be maximized. Our sites are reviewed by our environmental scientists and engineers during the selection process to ensure that ecological uplift can be achieved within regulatory parameters related to floodplain management, protected species, and existing wetland resources. We consult with the existing landowners to explain the restoration process and the conservation easement conditions. We review the site with our contractor to identify potential construction challenges and opportunities. 6.2 Property Owner Coordination Property owner coordination begins during the site selection stage and continues throughout the project. We meet with families to understand the existing and future land use plans for the site. We work to fully explain the restoration process and review site plans at the conceptual design stage and final design stage with the property owners to make sure that their concerns are addressed. Our project manager is the point of contact throughout the project so that the property owners always know who can answer any questions that may arise. 6.3 Contractor Coordination Wildlands draws on our contractor's construction expertise early in the project planning phase. We consult with our contractor so that the project can be designed and constructed in an efficient and cost- effective manner. We work to identify on -site materials that are native to the existing ecosystem and that should be incorporated into the restoration project to best mimic natural systems for the site locale. For example, cobble material embedded in excavated material on mountain stream sites can be sorted and used for riffle construction. We also know that coordination and flexibility during construction is the key to a successful restoration site. 6.4 Site Assessment Numerous methods of assessment are used to quantify and qualify the site and upstream watershed's stability, nutrient loads, sediment transport, hydrologic and hydraulic properties, plant and animal habitat, ecology, soil conditions, and functional uplift potential. Our assessment is carried out by surveyors trained in natural channel assessment and by field scientists and engineers trained in stream and wetland assessment and design who know what characteristics to look for that will aid in design. Wildlands looks for predictors of future stability problems, such as upstream development and concentrated overland flow paths. 6.5 Permitting A project's schedule can be completely disrupted if the permitting for the project is not performed correctly. The Wildlands Team understands the critical steps necessary for acquiring these permits in a timely and efficient manner. Methods used to ensure a rapid permitting process include on -site meetings with the various permitting agency representatives prior to design, as well as staying up-to- date on the regulations associated with ecosystem restoration. These steps allow for the submittal of a thorough and accurate permitting application for our projects. W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.5 6.6 Site Design Once the existing conditions are documented and evaluated, the preferred alternative selected, and base -mapping developed, a design discharge range is selected based on the project goals. Natural channel design parameters will be developed based on reference reach data, hydraulic modeling, and sediment transport assessment. Wildlands has five CFMs on staff who can evaluate design options to optimize floodplain function and minimize off -site adverse flood elevation impacts. During the preliminary design the plan view channel location is set, cross -sections for riffles and pools are designed, and in -stream habitat and grade control structures are located. General grading limits, details, and easement locations are included at this stage. Property owner input and contractor coordination help to assure that the proposed design meets the multi -faceted design goals. 6.7 Construction The Wildlands Team is familiar with the policies, procedures, and { practices necessary to construct natural channel design and wetland restoration projects. Wildlands has provided construction { administration and observation services for over 72 miles of stream v work and 444 acres of wetland work. 6.8 Monitoring Monitoring is an important component to any stream restoration or enhancement work. The Wildlands Team has experience in both developing monitoring plans for mitigation projects and in implementing those plans. Our monitoring plan experience includes as -built surveys and determining whether the project has met its success criteria after the required time period. 7.0 Key Personnel Resumes (Prime and Subconsultant) This section provides resumes for the Wildlands project manager and the managing staff for our survey subcontractor on this project. An additional description of the Wildlands project manager's abilities is provided in Section 5.0. Resumes for remaining personnel on the team are provided in Part F. Eric Neuhaus, PE — Wildlands Project Manager Mr. Neuhaus has eight years of experience in executing a wide variety of water resources planning and engineering projects. JOB CLASSIFICATION: Water Resources Engineer RESPONSIBILITIES FOR THIS PROJECT: Project Manager; Design; Permitting PROFESSIONAL REGISTRATIONS: Professional Engineer (NC) TOTAL YEARS EXPERIENCE: 8 years EDUCATION: MS, Biological Systems Engineering, Virginia Tech, 2013 BS, Civil Engineering, University of Tennessee, 2010 ADDITIONAL TRAINING: Rogen Level I — 111, 2015-2017 River Course 101 - Stream Morphology and Assessment, 2013 River Course 201 - Natural Channel Design Principles, 2013 HEC-RAS (ASCE), 2013 Stream Restoration Design Techniques, 2012 Sediment Transport Fundamentals, 2012 Stormwater Design and Erosion and Sediment Control Techniques, 2009 W Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.6 PROJECT EXPERIENCE AT WILDLANDS Banner Farm Mitigation Site Henderson County, NC Wyant Lands Mitigation Site Lincoln County, NC Owl's Den Mitigation Site Lincoln County, NC Big Harris Creek Mitigation Site _Cleveland County, NC Candy Creek Mitigation Site Guilford County, NC Henry Fork Mitigation Site Catawba County, NC PROJECT DETAILS PROJECT ROLE 6,194 stream credits; 16.0 wetland credits Project Manager 6,800 stream credits; 12.0 wetland credits Project Manager 2,400 stream credits; Design; Modeling; 8.0 wetland credits Construction Administration 25,836 stream credits; Construction Administration 9 BMPs I 15,456 stream credits I Design 4,500 stream credits; Design; Modeling; 4.0 wetland credits Construction Administration Reedy Creek Design -Build Stream 25,974 stream credits Design Restoration Project Charlotte, NC Brad Kee, PLS—Surveyor Subconsultant With over 20 years of experience in land surveying, Mr. Kee has been a leader in providing high quality site surveys for clients ranging from land developers to conservation agencies. Mr. Kee is experienced in geomorphic assessment surveys, conservation easement surveys, boundary surveys for property net verification, GPS control for NC State Plane survey work, easement platting, legal descriptions, and easement monumentation. For projects large and small, Kee Mapping & Surveying uses the same care and integrity to achieve accurate documentation. PROFESSIONAL REGISTRATION: Professional Land Surveyor NC L-4647 PROJECT EXPERIENCE (WILDLANDS PROJECTS) Reedy Creek Design -Build Stream Restoration Project Charlotte, NC Candy Creek Mitigation Site Guilford County, NC Owl's Den Mitigation Site Lincoln County, NC Norkett Branch Mitigation Site Union County, NC Agony Acres Mitigation Site Guilford County, NC Little Pine Creek III Stream & Wetland Restoration Project Alleghony County, NC PROJECT DETAILS I PROJECT ROLE 25,974 stream credits 15,456 stream credits 2,400 stream credits; 8.0 wetland credits 10,098 stream credits 6,488 stream credits; 130,680 buffer credits 7,017 stream credits; 1.4 wetland credits Topographic and As -Built Survey Project Surveyor; Easement Plats Project Surveyor; Easement Plats Project Surveyor; Easement Plats Project Surveyor; Easement Plats Project Surveyor; Easement Plats J 8.0 DBE/HUB Participation Three of our potential contractors are woman -owned businesses: Carolina Environmental Contracting, Inc., Land Mechanic Designs, Inc., and North State Environmental, Inc. %AV Laurel Valley Mitigation Site - PART E Wildlands Engineering, Inc. Page E.7 PART F - Project Organization 1.0 Organizational Chart The following illustrates the organization of personnel that will be assigned to this project. ■ WILDLANDS Charlotte, NC Office performed by Engin edbyervices will be employees of licensed corporate entities ■ WRDLANDs Asheville, NC Office ■ KEE MAPPING& SURVEYING Asheville, NC df{Ice 2.0 Qualifications and Experience Brief resumes presenting the qualifications, experience, and assigned project responsibilities of each project team member are presented on the following pages. Resumes for the Wildlands project manager, Mr. Eric Neuhaus, and for the project manager for Kee were presented in Part E, Section 7.0. W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.1 Shawn Wilkerson Mr. Wilkerson has 21 years of professional experience in water resources, focusing on surface water hydrology and restoration. He has managed and designed a diverse range of projects, including wetland/ Best Management Practice (BMP) construction and monitoring, stream restoration and enhancement, and watershed planning for flood control and water quality improvements. Mr. Wilkerson plays a key role in initial site evaluation for mitigation and conservation easement acquisition. In the roles of principal -in -charge or project manager, Mr. Wilkerson has overseen and managed design and construction for more than 34 miles of stream restoration projects. Several of his key projects have involved mitigation banking and turn -key mitigation solutions. In his role at Wildlands, he also serves as the leader of a 62-person team of scientists and engineers that focuses on ecological restoration and assessments. Mr. Wilkerson focuses on integrating ecologically responsible projects within the constraints of impacted landscapes while using his experience and education to manage and create innovative and successful projects. JOB CLASSIFICATION: President RESPONSIBILITIES FOR THIS PROJECT: Principal -in -Charge PROFESSIONAL REGISTRATIONS: NC Real Estate Broker, 2000 TOTAL YEARS OF EXPERIENCE: 21 years EDUCATION: MS, Civil Engineering, University of North Carolina at Charlotte, 1998 BA, English Literature, Appalachian State University, 1993 ADDITIONAL TRAINING: Rosgen Levels I through IV, 1998-2003 PSMJ Project Manager Boot Camp, 2004, 2014 Mecklenburg Habitat Assessment Protocol Training, 2000 PROJECT EXPERIENCE AT WILDLANDS Big Harris Creek Mitigation Site Cleveland County, NC Henry Fork Mitigation Site Catawba County, NC Candy Creek Mitigation Site Guilford County, NC Norkett Branch Mitigation Site Union County, NC Scaly Bark Creek Mitigation Site Stanly County, NC Little Troublesome Creek Mitigation Site Rockingham County, NC Lyle Creek Mitigation Site Catawba County, NC PROJECT DETAILS 25,836 stream credits; 9 BMPs 4,500 stream credits; 4.0 wetland credits PROJECT ROLE Project Manager Principal -in -Charge 15,456 stream credits Principal -in -Charge 10,098 stream credits Principal -in -Charge Principal -in -Charge; Project 6,415 stream credits Manager; Conservation Easement Acquisition 4,900 stream credits; Principal -in -Charge; Project 12.7 wetland credits Manager 5,571 stream credits; 7.0 wetland credits Principal -in -Charge; Conservation Easement Acquisition W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.2 Jake McLean, PE, CFM Mr. McLean has 14 years of experience in ecological restoration, stormwater management design, planning and modeling, floodplain management, and hydrologic/hydraulic analysis. At Wildlands, he is responsible for managing stream restoration and stormwater quality BMP projects, performing hydrologic and hydraulic modeling to support natural channel design, performing floodplain management consulting and modeling, and preparation of construction documents. Mr. McLean has experience with municipal, non-profit, state and federal restoration and stormwater projects. He has extensive experience developing and overseeing compensatory mitigation projects from initial site identification through construction and monitoring. JOB CLASSIFICATION: Senior Water Resources Engineer RESPONSIBILITIES FOR THIS PROJECT: QA/QC Manager PROFESSIONAL REGISTRATIONS: Professional Engineer; Certified Floodplain Manager TOTAL YEARS OF EXPERIENCE: 14 years EDUCATION: MS, Civil Engineering, Auburn University, 2002 BS, Civil Engineering, Auburn University, 2000 ADDITIONAL TRAINING: NCSU Department of Biological & Agricultural Engineering: Rivercourse 1-3, 2005-2006 Stream Restoration Construction Training, 2006 Stormwater BMP Academy, 2005 Bioretention / Stormwater Wetlands, 2005 Stormwater BMP Inspection and Maintenance, 2012 HEC-RAS Unsteady Flow Modeling, 2011 Geomorphic Assessment Workshop, 2006 Natural Channel Design Workshop, 2006 PROJECT EXPERIENCE AT WILDLANDS PROJECT DETAILS PROJECT ROLE Shake Rag Mitigation Site 6,472 stream credits Project Manager Madison County, NC Henry Fork Mitigation Site 4,500 stream credits; 4.0 wetland credits Project Manager Catawba County, NC Big Harris Creek Mitigation Site 25,836 stream credits; 9 BMPs Design Cleveland County, NC Candy Creek Mitigation Site 15,456 stream credits Design Guilford County, NC Western Stream Initiative Multiple projects totaling 15,000 LF Design Multiple Counties in Western NC W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.3 Andrea Eckardt Ms. Eckardt has 20 years of experience in watershed management, environmental planning, permitting, and geographic information systems (GIS). She currently serves as a senior environmental planner for Wildlands. She specializes in environmental permitting, watershed management, project development and implementation, citizen/agency facilitation, grant writing, conservation easement coordination, and GIS mapping. Ms. Eckardt has experience with municipal and state improvement projects, school and university improvement projects, non-profit improvement projects, and private development projects. Ms. Eckardt has facilitated State Property Office coordination of easements for 484 acres of conservation easements in NC. JOB CLASSIFICATION: Senior Environmental Planner RESPONSIBILITIES FOR THIS PROJECT: Categorical Exclusions; Conservation Easement Acquisition Lead PROFESSIONAL REGISTRATIONS: none TOTAL YEARS OF EXPERIENCE: 20 years EDUCATION: MS, Environmental Science, Applied Ecology, Indiana University, 1996 BS, Biology, Wake Forest University, 1994 ADDITIONAL TRAINING: Consultant Regulatory Workshop, 2007 Financial Benefits of Conservation Easements: Conservation Programs and Tax Incentives for NC Landowners, 2006 Project Manager Boot Camp, 2005, 2014 Natural Resource Leadership Institute, 2001 PROJECT EXPERIENCE AT WILDLANDS PROJECT DETAILS PROJECT ROLE Various Full -Delivery Projects 26 full -delivery Categorical Exclusion; Multiple Counties in NC projects Conservation Easement Acquisition Big Harris Creek Mitigation Site 25,836 stream credits; Mitigation Plan Lead Cleveland County, NC 9 BMPs Box Creek Wilderness Area Stream Mitigation Bank 158,400 LF (30 miles) Project Manager Rutherford County, NC Little Troublesome Creek Mitigation Site 4,900 stream credits; Project Manager (existing condition Rockingham County, NC 12.7 wetland credits and design phase) Crooked Creek #2 Restoration Project Union County, NC Burnetts Chapel Mitigation Site Guilford County, NC Lone Oak Mitigation Bank Albemarle County, VA 5,672 LF of stream; 11.5 acres of wetland 9.2 buffer credits 38,000 LF Project Manager (conceptual phase) Project Manager Permitting; Banking Instrument W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page FA Mimi Caddell Ms. Caddell has four years of experience related to watershed resources. She has assisted with water quality grant projects such as stormwater best management practices and conservation land monitoring in Western North Carolina. Additionally, she is experienced with community outreach by working with volunteer groups on invasive plant species projects and carrying out watershed education programs. At Wildlands, Ms. Caddell primarily works on vegetation and geomorphic assessments and data processing, GIS mapping, and site maintenance. JOB CLASSIFICATION: Environmental Scientist RESPONSIBILITIES FOR THIS PROJECT: Categorical Exclusions; Existing Conditions Survey; Monitoring PROFESSIONAL REGISTRATIONS: none TOTAL YEARS OF EXPERIENCE: 4 years EDUCATION: BS, Environmental Science, University of North Carolina at Chapel Hill, 2014 ADDITIONAL TRAINING: NC Stream Assessment Method — Certification Training, NCAEP, 2018 River Course 101: Stream Morphology Assessment, 2017 Stormwater BMP Maintenance & Inspection, 2015 PROJECT EXPERIENCE AT WILDLANDS Deep Meadow Mitigation Site Union County, NC Big Harris Creek Mitigation Site Cleveland County, NC Candy Creek Mitigation Site Guilford County, NC Henry Fork Mitigation Site Catawba County, NC Hopewell Mitigation Site Randolph County, NC Crooked Creek #2 Restoration Project Union County, NC PROJECT DETAILS 2,746 stream credits; 8.1 wetland credits 25,836 stream credits; 9 BMPs 15,456 stream credits 4,500 stream credits; 4.0 wetland credits PROJECT ROLE Existing Conditions Assessment Monitoring Existing Conditions Assessment; Monitoring Monitoring 7,463 stream credits Monitoring 5,672 stream credits; 11.5 wetland credits Monitoring Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.5 Jordan Hessler Mr. Hessler currently serves the Asheville office as an Environmental Scientist/Designer. He has four years of experience in civil engineering, Auto CAD applications, Graphic information systems, stormwater management, and soil and sediment control measures. additional skills include wetland land delineation and permitting, construction quality assurance, landscape design, vegetation surveys, threatened and endangered species surveys. JOB CLASSIFICATION: Environmental Scientist/Designer RESPONSIBILITIES FOR THIS PROJECT: Existing Conditions Survey; Monitoring PROFESSIONAL REGISTRATIONS: none TOTAL YEARS OF EXPERIENCE: 4 years EDUCATION: BS, Biology (concentration in ecology & evolution), Western Carolina University, 2015 AAS, Horticulture Technology, Haywood Community College, 2011 ADDITIONAL TRAINING: Wetland Delineation & Permitting Training NC State: River Course 201 Natural Channel Design NCDOT Level 1 Erosion & Sediment control/stormwater certification Southern Appalachian Ephemeroptera, Plecoptera, and Tricoptera Identification Training PROJECT EXPERIENCE AT WILDLANDS Shake Rag Branch Mitigation Site Madison County, NC Banner Farm Mitigation Site Henderson County, NC Wyant Lands Mitigation Site Lincoln County, NC Henry Fork Mitigation Site Catawba County, NC Vile Creek Mitigation Site Alleghany County, NC PROJECT DETAILS 6,472 stream credits 6,194 stream credits; 16.0 wetland credits 6,800 stream credits; 12.0 wetland credits 4,500 stream credits; 4.0 wetland credits 5,000 stream credits; 5.0 wetland credits PROJECT ROLE Existing Conditions Assessment Existing Conditions Assessment; Design Assistance Existing Conditions Assessment; Design Assistance Monitoring Monitoring W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.6 Robert Bugg, ALC Mr. Bugg is a seasoned real estate broker and land acquisition professional with a 17-year history as a Realtor® focusing primarily on land acquisition and entitlement for development and mitigation. In his career he has purchased, sold, or brokered over $50M in real estate. He holds the esteemed Accredited Land Consultant (ALC) designation which required over 90 hours of class time and over $10M in land sales. Mr. Bugg has been responsible for identification, landowner negotiation, and closure of conservation easements and land use agreements on over 840 acres representing 112,000 feet of stream mitigation, 50 acres of buffer mitigation, and 100 acres of wetlands mitigation. In addition to helping identify and close easements for Wildlands, Mr. Bugg is also responsible for our mitigation credit sales to local developers from our existing mitigation banks. JOB CLASSIFICATION: Director of Land Acquisition RESPONSIBILITIES FOR THIS PROJECT: Conservation Easement Acquisitions PROFESSIONAL REGISTRATIONS: NC & SC Realtor° Broker, Accredited Land Consultant, Unlimited NC General Contractor's License TOTAL YEARS OF EXPERIENCE EDUCATION: PROJECT EXPERIENCE AT WILDLANDS Big Harris Creek Mitigation Site Alamance County, NC Lone Hickory Mitigation Site Yadkin County, NC Agony Acres Mitigation Site Guilford County, NC Norkett Branch Mitigation Site Union County, NC Owl's Den Mitigation Site Lincoln County, NC Devil's Racetrack Mitigation Site Johnston County, NC 17 years BA, Psychology, The University of the South, 1990 Burnetts Chapel Mitigation Site (Phase 1) Guilford County, NC Reedy Creek Design -Build Stream Restoration Project Charlotte, NC PROJECT DETAILS PROJECT ROLE 25,836 stream credits; Conservation Easement 9 BMPs Acquisition; Realtor 12,900 stream credits; 8.0 Conservation Easement wetland credits Acquisition; Realtor 6,488 stream credits; Conservation Easement 130,680 buffer credits Acquisition; Realtor 10,098 stream credits Conservation Easement Acquisition; Realtor 2,400 stream credits; Conservation Easement 8.0 wetland credits Acquisition; Realtor 18,527 stream credits; Conservation Easement 67.0 wetland credits Acquisition; Realtor 407,649 buffer credits Conservation Easement Acquisition 25,974 stream credits Conservation Easement Acquisition W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.7 Sam Davis, El Mr. Davis has four years of stormwater management design and modeling, site design, and hydrologic/hydraulic analysis. At Wildlands, he is responsible for design assistance for stream restoration and storm water quality BMP projects, performing hydrologic and hydraulic modeling, and final preparation of construction documents. JOB CLASSIFICATION: Environmental Designer RESPONSIBILITIES FOR THIS PROJECT: Design PROFESSIONAL REGISTRATIONS: Engineering in Training TOTAL YEARS OF EXPERIENCE: 4 years EDUCATION: PROJECT EXPERIENCE AT WILDLANDS Deep Meadow Mitigation Site Union County, NC Lone Hickory Mitigation Site Yadkin County, NC Big Harris Creek Mitigation Site Cleveland County, NC Candy Creek Mitigation Site Guilford County, NC BS, Civil and Environmental Engineering, University of North Carolina at Charlotte, 2014 PROJECT DETAILS 2,746 stream credits; 8.1 wetland credits 12,901 stream credits 25,836 stream credits; 9 BMPs 15,456 stream credits PROJECT ROLE Existing Conditions Assessment, Design Assistance Existing Conditions Assessment, Design Assistance Plan Production Plan Production W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.8 Ian Eckardt, PWS Mr. Eckardt has 13 years of experience in stream geomorphic assessments, stream classification, wetland delineation, protected species surveys, sediment sampling and analysis, water quality monitoring, groundwater monitoring, surveying, and vegetation assessment. He currently serves as an environmental scientist for Wildlands Engineering and is responsible for regulatory permitting, agency correspondence, wetland delineations, geomorphic surveys and assessments, protected species surveys, and post -construction monitoring. JOB CLASSIFICATION: Environmental Scientist RESPONSIBILITIES FOR THIS PROJECT: Permitting PROFESSIONAL REGISTRATIONS: Professional Wetland Scientist TOTAL YEARS OF EXPERIENCE: 13 years EDUCATION: MS, Earth Science, University of North Carolina at Charlotte, 2007 BA, Geology, NC State University, 2001 ADDITIONAL TRAINING: NC SAM Certificate Training, 2017 Basic Processes in Hydric Soils, 2013 Advanced Problems in Hydric Soil Evaluation, 2013 Rosgen Level I, 2013 Surface Water Identification Training and Certification, 2013 NC WAM Certificate Training, 2010 Management of Invasive and Exotic Vegetation in Riparian Areas, 2009 North Carolina Rare Plant Identification Workshops, 2007 & 2011 Delineation of Piedmont and Coastal Plain Jurisdictional Wetlands, 2007 PROJECT EXPERIENCE AT WILDLANDS PROJECT DETAILS PROJECT ROLE Deep Meadow Mitigation Site 2,746 stream credits; Existing Conditions Assessment Union County, NC 8.1 wetland credits Big Harris Creek Mitigation Site 25,836 stream credits; Existing Conditions Assessment Cleveland County, NC 9 BMPs Henry Fork Mitigation Site 4,500 stream credits; Existing Conditions Assessment; Catawba County, NC 4.0 wetland credits Permitting Agony Acres Mitigation Site 6,488 stream credits; Existing Conditions Assessment; Guilford County, NC 130,680 buffer credits Categorical Exclusion; Permitting; Monitoring NorkeExisting t Branch Mitigation Site Conditions Assessment; Union County, NC Union 10,098 stream credits Categorical Exclusion; Permitting; Monitoring Owl's Den Mitigation Site 2,400 stream credits; Existing Conditions Assessment; Lincoln County, NC 8.0 wetland credits Categorical Exclusion; Permitting; Monitoring Lyle Creek Mitigation Site 5,571 stream credits; Monitoring Catawba County, NC 7.0 wetland credits W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.9 Ben McGuire Mr. McGuire has six years of experience in stream construction, erosion and sediment control, and BMP projects. He has assisted with several grant funded projects for water quality in Western North Carolina. Mr. McGuire has experience with construction administration, surveying, monitoring, project acquisition, landowner relations, and permitting. JOB CLASSIFICATION: Construction Manager RESPONSIBILITIES FOR THIS PROJECT: Construction Administration PROFESSIONAL REGISTRATIONS: none TOTAL YEARS OF EXPERIENCE: 6 years EDUCATION: BS, Environmental Studies, University of North Carolina at Wilmington, 2011 ADDITIONAL TRAINING: Rosgen Level I —Applied Fluvial Geomorphology, 2015 NCDOT Erosion and Sedimentation Control/Stormwater Certification BMP Inspection and Maintenance Certification PROJECT EXPERIENCE AT WILDLANDS PROJECT DETAILS PROJECT ROLE Reedy Creek Design -Build Stream Restoration 25,974 stream credits Construction Project Charlotte, NC Administration Little Pine Creek II Stream & Wetland 4,156 LF of streams; Construction Restoration Project: Redesign 5.4 acres of wetlands Administration Alleghany County, NC Lone Hickory Mitigation Site 12,900 stream credits; Construction Yadkin County, NC 8.0 wetland credits Administration Norkett Branch Mitigation Site Union County, NC Agony Acres Mitigation Site Guilford County, NC Devil's Racetrack Mitigation Site Johnston County, NC Maney Farm Mitigation Site Chatham County, NC 10,098 stream credits Monitoring; Maintenance 6,488 stream credits; 3.0 buffer credits Monitoring 18,527 stream credits; 67.0 wetland credits Monitoring 4,922 stream credits Monitoring W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.10 Kristi Suggs Ms. Suggs currently serves as a senior environmental scientist and the monitoring lead coordinator for Wildlands. She has over 15 years of experience in watershed management, environmental planning and permitting, and GIS. Her expertise includes geomorphic assessments, stream classification, wetland delineation, biological and habitat assessment, protected species surveys, sediment sampling and analysis, water quality monitoring, groundwater monitoring, benthic macroinvertebrate sampling, vegetation assessment, GIS mapping, and post -construction monitoring. JOB CLASSIFICATION: Senior Environmental Scientist RESPONSIBILITIES FOR THIS PROJECT: Monitoring Lead PROFESSIONAL REGISTRATIONS: none TOTAL YEARS OF EXPERIENCE: 15 years EDUCATION: MS, Earth and Environmental Resource Management, University of South Carolina, 2005 BS, Animal Veterinary Science, West Virginia University, 1995 ADDITIONAL TRAINING: NC Wetland Assessment Method Training Certification, 2016 NC Stream Assessment Method Training Certification, 2016 NC Natural Heritage Data Explorer Training, 2015 Mussel Identification Workshop -Atlantic Slope Species of NC and SC, 2015 Piedmont Rare Species and Mafic Rock Communities Workshop, 2014 2011 Rare Plant & Community Identification Workshop, 2011 Surface Water Identification and Training Class, V. 4.0, 2010 Wetland Delineation and Jurisdictional Determination: Post Rapanos-Carabel, 2008 Stream Restoration Design Introduction, Existing Conditions Analysis, and Preliminary Design, 2007 Intermittent and Perennial Stream Identification for Regulatory Applications, 2007 PROJECT EXPERIENCE AT WILDLANDS Reedy Creek Design -Build Stream Restoration Project Charlotte, NC Candy Creek Mitigation Site Guilford County, NC Big Harris Creek Mitigation Site Cleveland County, NC Norkett Branch Mitigation Site Union County, NC Henry Fork Mitigation Site Catawba County, NC Hopewell Mitigation Site Randolph County, NC PROJECT DETAILS PROJECT ROLE 25,974 stream credits As -built monitoring report 15,456 stream credits Monitoring 25,836 stream credits; Monitoring 9 BMPs 10,098 stream credits Monitoring 4,800 stream credits; 4.2 wetland credits Monitoring 7,463 stream credits Monitoring W Laurel Valley Mitigation Site - PART F Wildlands Engineering, Inc. Page F.11 Part G -Technical Approach The Laurel Valley Mitigation Site (Site) is located in Burke County approximately 3.5 miles southeast of Morganton (Figure 1). East Prong Hunting Creek and two of its unnamed tributaries, which have been named for this proposal, will be restored and preserved as part of this project. East Prong Hunting Creek drains to Rhodhiss Lake on the Catawba River. Three municipalities, Granite Falls, Lenoir, and Valdese have public water intakes along the lake. The Site is located within the Hunting Creek targeted local watershed (TLW) Hydrologic Unit Code (HUC) 03050101060050 and is being submitted for mitigation credit in the Catawba 03050101 (Catawba 01) Cataloging Unit (CU). East Prong Hunting Creek is defined in the 2018 North Carolina Integrated Report as Water Supply IV waters and is 303(d) listed as impaired. East Prong Hunting Creek is Category 5 listed for exceeding the fecal coliform bacteria criteria. The 2009 Upper Catawba River Basin Restoration Priorities (RBRP), as amended in July 2018, lists broad restoration goals including: • restoring nutrient and sediment impaired streams to Lake Rhodhiss; • implementing best management practices (BMPs) around the urban and suburban watersheds of Morganton; • increasing agricultural BMPs within heavily agricultural sub -watersheds of TLWs; and • continuing watershed restoration efforts in the LWP for Lake Rhodhiss. The RBRP notes that the Hunting Creek watershed is over 19% agricultural and has 41% non -forested riparian buffers. The 2010 NC DWR Catawba River Basinwide Water Quality Plan notes that Hunting Creek provides significant annual nonpoint source nutrient loading (nitrogen and phosphorus) to Lake Rhodhiss. The 2009-2011 Hunting Creek Local Watershed Plan (LWP) documents identified major functional stressors in the watershed as urban development; stormwater runoff; stream bank erosion; increased sedimentation within streams; degraded riparian buffers, including lack of woody vegetation; agricultural and residential land management practices; and fecal coliform and nutrient inputs. The Site was identified in the Hunting Creek LWP as site ID 14. Site ID 14 was ranked as a medium priority potential stream restoration project in the Hunting Creek watershed. The Catawba River Basin is also discussed in the 2015 North Carolina Wildlife Resource Commission's (NCWRC) Wildlife Action Plan (WAP). This report notes that riparian habitat loss, excessive sedimentation, and nutrient loading from poorly managed agricultural and development operations are widespread problems within the basin. The WAP discusses the importance of habitat conservation and restoration to address current problems affecting species and habitats. Restoration of the Site streams will directly and indirectly address stressors identified in the RBRP, NC DWR Plan, LWP, and the NCWRC WAP by excluding livestock, creating stable stream banks, and restoring a forest in agriculturally maintained buffer areas. These actions will reduce fecal, nutrient, and W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.1 sediment inputs to East Prong Hunting Creek, and ultimately to Rhodhiss Lake and the Catawba River, as well as reconnect instream and terrestrial habitats on the Site. Restoration of the Site is directly in line with recommended management strategies outlined in the RBRP. Up to 13 acres of land will be placed under permanent conservation easement to protect the Site in perpetuity. Sources: NC Division of Mitigation Services. 2009/2018. Upper Catawba River Basin Restoration Priorities. httDS://files.nc.Rov/ncdea/Mitigation%20Services/Watershed Plannine/Catawba River Basin/2018 UDDer Catawba RBRP.Dd f NC Division of Water Resources. 2010. Catawba River Basinwide Water Quality Plan. https://files. nc.gov/ncdeq/Water%20Qual itV/Plan n ing/BPU/BPU/Catawba/Catawba%20Plans/2010%20PIa n/Entire%202010- Catawba%20PIan.pdf NC Division of Mitigation Services. Hunting Creek Local Watershed Plan (and links within). https://files.nc.gov/ncdeq/Mitigation%20Services/Watershed Planning/Catawba River Basin/Hunting Creek/Hunting%20Crk %20 LW P%20Fa ct%20Sheet. pdf North Carolina Wildlife Resources Commission. 2015. North Carolina Wildlife Action Plan. Raleigh, NC. http://ncwildlife.org/Portals/0/Conserving/documents/2015WildlifeActionPlan/NC-WAP-2015-All-Documents.pdf 1.0 Project Goals and Objectives The major goals of the proposed stream mitigation project are to provide ecological and water quality enhancements to the Catawba River Basin while creating a functional riparian corridor at the site level. Specific enhancements to water quality and ecological processes are outlined in Table G.1. Table G.1 Ecological and Water Quality Goals of the Mitigation Project Goal Objective CU-Wide RBRP Goals Addressed Exclude livestock Install livestock fencing as needed to exclude livestock Reduce nutrient and sediment from stream from stream channels and riparian areas or remove inputs to Lake Rhodhiss. channels. livestock from adjacent fields. Restore and Convert active cattle pasture to forested riparian buffers enhance native along all Site streams, which will slow and treat sediment Reduce nutrient and sediment floodplain laden runoff from adjacent pastures and fields before inputs to Lake Rhodhiss. entering streams. Protect and enhance existing forested vegetation. riparian buffers. Treat invasive species. Improve the Reconstruct stream channels slated for restoration with stability of stream stable dimensions and appropriate depth relative to the Reduce nutrient and sediment channels. existing floodplain. Add bank revetments and instream inputs to Lake Rhodhiss. structures to protect restored/ enhanced streams. Install habitat features such as constructed steps, cover Improve instream logs, and brush toes on restored reaches. Add woody Improve impaired aquatic habitat. materials/ LWD to channel beds. Construct pools of varying habitats. depth. Permanently Establish a conservation easement on the Site. Exclude protect the project livestock from Site streams, remove impoundments and Reduce nutrient and sediment site from harmful daylight streams, and remove fields from the riparian inputs to Lake Rhodhiss. uses. buffer. 2.0 Project Description The following section describes the existing conditions at the Site in terms of geomorphic condition, watershed, soils, geology, cultural resources, species of concern, regulated floodplain zones, and site constraints. Figure 2 provides a Site map. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.2 2.1 Existing Site Conditions The Site is an active farm composed of cattle pastures barns, and a house. East Prong Hunting Creek and two of its unnamed tributaries (UTs) flow through the Site. East Prong Hunting Creek generally flows northwest through the Site, from a culvert under Laurelwood Road as depicted on Figure 2. UT1 originates offsite and flows northeast through a driveway culvert before leaving the Site. UT2 originates offsite and flows generally northeast to join East Prong Hunting Creek. Much of the Site, including East Prong Hunting Creek and UT2, is dominated by pasture grasses such as fescue (Festuca spp.) with scattered trees along the top of bank and adjacent floodplain. Canopy species within these areas are primarily black willow (Salix nigra), red maple (Acer rubrum), tag alder (Alnus serrulata), flowering dogwood (Corn us florida), sycamore (Platanus occidentalis), tulip poplar (Liriodendron tulipifera), box elder (Acer negundo), elderberry (Sambucus nigra), black walnut (Juglans nigra), and black cherry (Prunus serotine). In addition to pasture grasses, other herbaceous species include jewelweed (Impatiens capensis), ironweed (Vernonia fasciculata), Carolina horsenettle (Solanum carolinense), pokeweed (Phytolacca decandra), spiderwort (Murdannia keisak), and smartweed (Polygonum spp.). The wooded areas along one or both sides of UT1 consists of a mature forest. Canopy species in these areas include American beech (Fagus grandifolia), green ash (Fraxinus pennsylvanica), white oak (Quercus alba), red maple, tulip poplar, sourwood (Oxydendrum arboretum) and sweet gum (Liquidambarstyraciflua). The understory layer primarily consists of small pockets of Chinese privet (Ligustrum sinense), American holly (Ilex opaca), and spicebush (Lindera benzoin), Japanese stiltgrass (Microstegium vimineum), Christmas fern (Polystichum acrostichoides), and greenbrier (Smilax sp.). A review of historic aerials from 1947 to 2016 shows that East Prong Hunting Creek and UT2 have existed in their same approximate location and with the same pattern for over 72 years. Aerials potentially show that UT1 historically flowed into East Prong Hunting Creek within the Site boundary but was rerouted between 1976 and 1984 to leave the Site at its current location. Aerials show some changes to the agricultural management of the land. Open pastures were present between 1947 and 1964 that generally match the existing open pasture limits. Between 1976 and 1984, the open pastures were allowed to grow up substantially. By 1993 the woods had been cleared to reestablish open pastures as they exist currently. Historic aerial photos are provided for review in the appendix. Details about the existing streams and associated reaches are provided in Section 2.2 below. Figure 2 maps stream stressors, including erosion and incision. 2.2 Existing Conditions — Streams East Prong Hunting Creek East Prong Hunting Creek flows west onto the Site through a 48" culvert under Laurelwood Road. Within the Site limits, cattle have access to the entire stream and its narrow, sporadic buffer. The pasture is actively grazed, and the stream banks are devoid of stabilizing vegetation. As a result, stream banks are W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.3 severely eroded and exhibit rotational failure. The stream bed substrate is cobbles and gravels embedded with fines from the bank erosion. Instream habitat is limited to riffles, runs, and shallow pools with very little woody debris, leaf packs, or root mats. Incision along East Prong Hunting Creek is moderate to high with bank height ratios ranging from 2 to 5. It appears that the stream is widening and attempting to reestablish pattern. A large woody debris jam is holding a 1-ft headcut in place just downstream of the UT2 confluence. Table G.2a Summary of Potential for Functional Uplift — East Prong Hunting Creek Functional Potential for Functional Uplift Category East Prong Hunting Creek has a high volume of fine sediment load from bank erosion and is moderately to highly incised, preventing deposition of fines on a bench or floodplain and resulting in embedded stream substrate. Priority 1 restoration will correct the onsite erosion and incision and Water provide an area for fine sediments delivered from upstream to deposit. The riparian buffer is non - Quality functioning on both sides of East Prong Hunting Creek for its entire length. Cattle have direct access to the stream channel and graze up to the top of the stream banks, resulting in nutrient and fecal coliform loading to the stream channel. The proposed conservation easement will allow for buffers greater than the 30-feet required for Mountain streams, excluding cattle and restoring a wide vegetative riparian zone. Hydrology East Prong Hunting Creek is moderately to highly incised and raising the channel will restore a floodplain to attenuate peak flows and support stream and floodplain functions both on and offsite. East Prong Hunting Creek has a narrow, sporadic riparian buffer, and restoration of the riparian zone Habitat will create an uninterrupted forested corridor within the Site. Restoration will also provide additional bedform habitat and introduce large woody debris to a stream with limited available habitats due to embeddedness. UT1 UT1 originates offsite near an inactive quarry as depicted on Figure 2. At the upstream limit, UT1 flows through a narrow, steep, wooded valley and has low banks and varied habitat including snags, roots mats, pools, and leaf packs. The stream continues in this condition for approximately 400 LF until it flows through a 36" driveway culvert. Cattle do not have access to the reach upstream of the culvert. The outlet end of the culvert is perched approximately 1-ft eroded above base flow water surface and adjacent stream slopes are eroded. Downstream of the culvert, cattle have access to both sides of the stream. The channel is incised and disconnected from its floodplain while tortuous meanders have caused widespread bank erosion and undercut banks. The right buffer is wide and wooded while the left buffer consists of a narrow row of trees on the edge of an open pasture. Channel substrate consist of gravel and cobble sized material that has been embedded with bank erosion sediment. The stream flows under a cattle gate and becomes W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page GA straight with a wooded buffer on the left floodplain and open pasture on the right floodplain. The stream appears to be actively dredged and ditched with no bedform diversity from the cattle gate until it leaves the Site, approximately 250 LF. Table G.2b Summary of Potential for Functional Uplift — UT1 Functional Potential for Functional Uplift Category The riparian buffer is non-functioning for one side of UT1, and the proposed conservation easement will allow for Water riparian buffers. Cattle activity and incision prevents deposition of fines on a bench or floodplain, resulting in Quality embedded stream substrate. Priority 1 restoration will correct the onsite erosion and incision and provide a depositional storage area for fine sediments. Hydrology Restoration of a floodplain will attenuate peak flows from the watershed and support stream functions onsite. UT1's habitat is impaired due to a perched culvert and channel incision. Restoration will improve aquatic organism Habitat passage by raising the channel to alleviate the perched culvert and providing aquatic bedform habitats, including introduction of large woody debris (LWD). UT2 UT2 enters the Site from a wooded upstream parcel and is heavily impacted by cattle activity in the fringe of the woods. The stream then flows out of the woods through an open pasture with no buffer. The channel is moderately incised with alternating bank erosion caused by cattle trampling. The stream continues in this condition for approximately 600 LF before flowing through a perched 24" culvert used as a cattle crossing. Downstream of the culvert, the stream flows another 350 LF through open pasture before entering a narrow wooded buffer for 150 LF. A significant volume of sediment is input into the stream within the narrow buffer due to cattle trampling and wallow areas. Downstream of the narrow buffer, the left buffer widens, bank heights decrease, and the stream is relatively stable for approximately 100 LF. Downstream of the stable section, the buffer disappears, and the stream becomes more incised with eroding banks and multiple cattle wallows before connecting with East Prong Hunting Creek. UT2 exhibits low bedform diversity and high sedimentation due to cattle trampling and eroding banks. Incision ranges from low in the stable section to moderate in the rest of the reach. The valley is relatively narrow. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.5 Table G.2c Summary of Potential for Functional Uplift — UT2 Functional Potential for Functional Uplift Category The riparian buffer is non-functioning for most of UT2's length, and the proposed conservation easement will Water allow for riparian buffers. UT2 has a high volume of fine sediment loads from bank erosion and cattle activity and Quality incision prevents deposition of fines on a bench or floodplain, resulting in embedded stream substrate. Priority 1 restoration will correct the onsite erosion and incision and provide a depositional storage area for fine sediments. Most of UT2 is incised. Restoration of a floodplain will attenuate peak flows from the watershed and support Hydrology stream functions onsite. Additionally, UT2 will be routed through the broad floodplain of East Prong Hunting Creek, which will further restore natural floodplain and hydrology, reducing local time of concentration and attenuating peak flows. UT2 has fragmented riparian buffers and is bisected by a perched culvert, and restoration of the riparian zone will create an uninterrupted forested corridor from the upstream wooded parcels to the wooded riparian zone of Habitat East Prong Hunting Creek. Restoration will improve aquatic organism passage by removing the perched culvert. Restoration will also provide additional bedform habitat and introduce large woody debris (LWD) to UT2, which have limited available habitats due to embeddedness. 2.3 Existing Conditions - Watershed The Site is located in Burke County within the Hunting Creek targeted local watershed HUC 03050101060050 and DWR Subbasin 03-08-31. All onsite streams drain to East Prong Hunting Creek which is classified as Water Supply IV waters. Water Supply IV waters are a water supply source for drinking, culinary, or food processing purposes. Water Supply IV waters are also protected for Class C uses. Class C waters are protected for secondary recreation, fishing and fish consumption, wildlife, aquatic life, and agriculture. Secondary recreation includes wading, boating, and other uses involving human body contact with water where such activities take place in an infrequent, unorganized, or incidental manner. The Site topography, as indicated on the Morganton South 7.5 minute topographic quadrangle, shows a wide floodplain of the East Prong Hunting Creek oriented northeast through the Site (Figure 3). UT2 flows north in a moderately sloped valley to join East Prong Hunting Creek. UT1 flows northward in a moderately sloped valley to join East Prong Hunting Creek downstream of the site boundary. Drainage areas for the project reaches were delineated using USGS North Carolina StreamStats Version 4 (Figure 4). Land uses draining to the project reaches are a mix of forested, agricultural (pasture/hay fields), shrubland, and some development. The land use was calculated using the National Land Cover Database (NLCD) for 2011. The impervious area within the project catchment at the downstream end was calculated to be 14.4 acres, or approximately 1.1% of the project catchment using USGS North Carolina StreamStats Version 4. The watershed areas and current land uses are summarized in Table G.3, below. Table G.3 Drainage Areas and Associated Land Use NC DWR Reach Stream Intermittent/ Watershed Watershed Land Use Name Identification Perennial Status Area (acres) Area (sq. mi.) Form Scores 12%Agricultural, 12% East Prong 45 Perennial 1,274 1.99 Developed, 75% Forested, Hunting Creek 1% Shrubland 15% Agricultural, 32% UT1 46 Perennial 136 0.21 Developed, 49% Forested, 4% Shrubland W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.6 NC DWR Reach Stream Intermittent/ Watershed Watershed Land Use Name Identification Perennial Status Area (acres) Area (sq. mi.) Form Scores 13%Agricultural, 4% UT2 42 Perennial 155 0.24 Developed, 82% Forested, 1% Shrubland Notes: Land Use Source — National Land Cover Database 2011 (NLCD 2011), Multi -Resolution Land Characteristics (MRLC) consortium, https://www.mrlc.gov/nlcd20ll.php and visual assessment of the 2018 aerial. 2.4 Soils The proposed project is mapped by the Web Soil Survey for Burke County. Project area soils are described below in Table GA Figure 5 provides a soil map of the Site. Table G.4 Project Soil Types and Descriptions Soil Name Description AaA — Arkaqua loam, 0 to 2% This series consists of somewhat poorly drained on floodplains. The slopes, occasionally flooded permeability is high and low surface runoff. This soil is suited for woodland and poorly suited for cropland due to wetness and flooding. CvA— Colvard sandy loam, 0 to This series consists of well drained soils on floodplains. The permeability is 3% slopes, occasionally flooded moderate and very low surface runoff. This soil is well suited for woodland and suited for cropland. FaC2 — Fairview sandy clay This series consists of well drained soils on ridges and interfluves. This soil has loam, 8 to 15%slopes, moderate permeability and low surface runoff. moderately eroded FaD2 — Fairview sandy clay This series consists of well drained soils on ridges and interfluves. This soil has loam, 15 to 25% slopes, moderate permeability. This soil is suited for woodland and unsuited for moderately eroded cropland due to erodibility and steepness. RhE — Rhodhiss sandy loam, 25 This series consists of well drained soils on hillslopes on ridges. This soil has to 45% moderate permeability and high surface runoff. This soil is suited for slopes woodland and unsuited for cropland due to erodibility. Source: Soil Survey of Burke County, North Carolina, USDA-NRCS, https://websoilsurvey.nrcs.usda.gov/app/WebSoilSurvey.aspx 2.5 Geology The Site is located in the Tugaloo and Cat Square terranes of the Piedmont physiographic province. The Piedmont province is characterized by rolling, well rounded hills and long low ridges, with elevations ranging from 300 to 1500 feet above sea level. The Tugaloo terrane is composed of metamorphosed sedimentary and volcanic rocks deposited on rifted continental and newly created oceanic crust off the coast of the ancient North American continent from about 480 to 570 million years ago. The Cat Square terrane is composed of deformed metamorphic rocks that have been intruded by younger granitic rocks. The underlying geology is mapped as migmatitic granitic gneiss (OCgm) and inequigranular biotite gneiss (CZpg). The migmatitic granitic gneiss from the Cambrian to Ordovician period (455 to 540 million years in age) is described as foliated to massive, granitic to quartz dioritic with biotite gneiss and amphibolite common. The inequigranular biotite gneiss from the Late Proterozoic to Cambrian period (500 to 900 million years in age) is described as weakly foliated to massive and contains plagioclase megacrysts. Source: Geologic Map of North Carolina 1:500,000 scale. Compiled by Philip M. Brown at el. Raleigh, NC, North Carolina Geological Survey https://ncdenr. maps. arcais. com/appsIMapSeries/index. html?appid=a8281cbd24b84239b29cd2co798d4a10 W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.7 2.6 Cultural Resources and Significant Natural Heritage Areas There are no sites listed on the National Register with the State Historic Preservation Office within one mile of the Site. The archaeological site files at the North Carolina Office of State Archaeology (OSA) have not yet been reviewed. All appropriate cultural resource agencies will be contacted for their review and comment prior to any land disturbing activity. The NC Natural Heritage Program (NHP) references three areas including Broughton Hospital/Keller Knob, Yellow Mountain/Ironmonger Mountain, and Smith Cliff/Henry Fork River near the Site. The NHP Managed Areas also reference six areas including South Mountain State Park, one NC Clean Water Management Trust Fund easement, a Foothills Conservancy of North Carolina Preserve, Burke County Open Space, one NC Division of Mitigation Services Easement, and one NC Department of Transportation Mitigation Site within five miles of the Site (Figure 1). 2.7 Threatened and Endangered Species Wildlands searched the US Fish and Wildlife Service (USFWS) and NHP databases for federally listed threatened and endangered plant and animal species in Burke County, NC. Currently, there are ten species federally listed for this specific county which include the bald eagle (Haliaeetus leucocephalus), the bog turtle (Glyptemys muhlenbergii), the northern long-eared bat (Myotis septentrionalis), the dwarf -flowered heartleaf (Hexastylis naniflora), Heller's blazing star (Liatris helleri), mountain golden heather (Hudsonia montana), small whorled pogonia (Isotria medeoloides), spreading avens (Geum radiatum), white irisette (Sisyrinchium dichotomum), and rock gnome lichen (Gymnoderma lineare). A pedestrian survey conducted on July 30, 2019, indicated that the Site could provide potential habitat for the northern long-eared bat, dwarf -flowered heartleaf, small whorled pagonia, and white irisette but no individuals were located at the time. No suitable habitat was identified for the bog turtle. The remaining listed plant species are found along high elevation areas; therefore, no habitat exists on the Site for those species. Wildlands will conduct a review of the Site for protected species upon award of contract and will coordinate with USFWS and NCWRC as necessary based on that review. Table G.5 Federally Protected Threatened and Endangered Species in Burke County, NC Species Federal Status Habitat Vertebrate Bald eagle (Haliaeetus Bald and Golden Habitat includes estuaries, large lakes, reservoirs, rivers, and some leucocephalus) Eagle Protection seacoasts. In winter, the birds congregate near open water in tall Act trees for spotting prey and night roosts for sheltering. Threatened Inhabit open -canopy, herbaceous sedge meadows and fens, wet cow Bog turtle (Glyptemys (Similarity of pastures, and shrub swamps bordered by wooded areas. Depend on muhlenbergii) Appearance) wetland microhabitats for foraging, nesting, basking, hibernation, and shelter. Northern long-eared bat Threatened Roost in 3" dbh dead and alive trees with exfoliating bark, crevices or (Myotis septentrionalis) hollows during summer months. Caves or mines during winter months. Vascular Plant Dwarf -flowered Acidic soils along bluffs and adjacent slopes, in boggy areas next to heartleaf (Hexastylis Threatened streams and creek heads, and along the slopes of nearby hillsides and naniflora) ravines Heller's blazing star Threatened Found on high elevation ledges of rock outcrops and cliffs in shallow (Liatris helleri) acid soils Mountain golden This species grows on exposed quartzite cliffs at elevations of 2,800 to heather (Hudsonia Threatened 4,000 feet. montana) W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.8 Species Federal Status Habitat Small whorled pogonia This species is usually found in open, somewhat dry, hardwood or (Isotria medeoloides) Threatened mixed hardwood and softwood forests, with scarce shrub and herb layers, small breaks in canopy. Spreading avens (Geum This species grows in full sun on the shallow acidic soils of high- radiatum) Endangered elevation cliffs (above 4,200 feet), rocky outcrops, steep slopes, and on gravelly talus. White to The species is found on mid elevation slopes, characterized by open, chic Endangered dry to moderate -moisture oak hickory forests. Usually grows in dichoin mum dichotomum) shallow soils on regularly disturbed sites (such as woodland edges and roadsides) and over rocky, steep terrain. Lichen This species is primarily limited to vertical rock faces where seepage Rock gnome lichen Endangered water from forest soils above flows during (and only during) very wet (Gymnoderma lineare) times. It appears the species needs a moderate amount of light, but that it cannot tolerate high -intensity solar radiation. Species and habitat information from the following websites: https://www.fws.gov/raleigh/species/cntylist/burke.html; and https://www.ncnhp.org/data/species-community-search 2.8 Floodplain Compliance The Site is represented on the Burke County Flood Map 3710271200J. None of the Site streams are mapped in a Special Flood Hazard Area (SFHA) within the project limits. 2.9 Site Constraints and Access One external easement break and two internal easement crossings are proposed to maintain future landowner access throughout the project parcel. An external easement break along UT1 allows for an existing driveway culvert crossing. Two new internal easement crossings on UT1 and UT2 allow for access between fields and across the property; however, no improvements are planned during construction. Wildlands' option agreement with the landowner requires that he use NRCS specifications if he constructs a future stream crossing. The option agreement further dictates that if a future crossing is a ford, gates are to be installed to prohibit livestock from accessing the stream except in short periods of supervised cattle rotation. After restoration, the landowner may remove cattle from all or a part of the property. Wildlands will provide fencing along the perimeter of the easement of any sections of the property where cattle will be present. The landowner will be required to install fencing if cattle are returned to the property in the future. The breaks are summarized and numbered below in Table G.6 and depicted on Figure 6. Table G.6 Easement Crossings No. Width (ft) Location Internal or External Crossing Type 1 50 UT1 External Existing driveway culvert Break for future access — no 2 50 UT1 Internal improvements 3 50 UT2 Internal Break for future access — no improvements The conservation easement boundary will be established after existing conditions survey to exclude the overhead utilities which may run along the northwestern downstream property line. No other known utilities are present within the conservation easement area. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.9 The easement boundaries around all streams proposed for mitigation credit provide the required 30- foot minimum riparian buffer for mountain county streams and exceeds 30-feet along East Prong Hunting Creek. The entire easement area can be accessed for construction, monitoring, and long-term stewardship from Laurelwood Road. There are three airports within the five -mile radius from the Site as illustrated on Figure 1. The Clyde Valley Airport is located west of the site and is a single turf, private runway. The Grace Hospital Emergency Medical Airport is located north-northwest of the site and is a private heliport that consists of a single helipad for the hospital. The Silver Creek Airport is northwest of the Site and is a private, single turf runway with seven aircraft based on the field. 3.0 Project Development The Wildlands Team proposes to restore a high quality of ecological function to the streams and riparian corridors on the Site. The project design will be developed to avoid adverse impacts to existing streams, wetland resources, or mature wooded vegetation. Different management objectives are proposed for different portions of the project area. These activities are discussed below and summarized in Tables G.7a and 7b. Figures 6a and 6b illustrates the conceptual design for the Site. 3.1 Stream Mitigation Approach Currently, the streams throughout the Site are extensively impacted by cattle grazing. The primary stressors to Site streams are livestock trampling, lack of stabilizing stream bank and riparian vegetation, active erosion, upland erosion and sedimentation, incision, and fragmented aquatic habitat. Wildlands' approach to restoring streams on the Site includes a multi -tiered approach including preservation and Priority 1 restoration with Priority 2 restoration limited to confluences and transition zones. UT1 Reach 1, from the upstream project boundary to the existing driveway culvert crossing, is relatively stable geomorphically with a wide wooded buffer. Cattle do not have access to this reach. This reach is slated for preservation. Localized invasive species treatment will also take place where needed. Restoration level practices are proposed on the remainder of the Site where persistent, systemic incision and erosion cannot be addressed through spot treatment. East Prong Hunting Creek will be raised using a transitional length of Priority 2 restoration beginning at the existing road culvert to correct moderate to high incision. A Priority 1 design will be achieved as quickly as possible, and the stream will be meandered through the broad floodplain. Priority 1 restoration will continue to the downstream project extents, where a transitional length of Priority 2 restoration will be required to tie the stream into the existing channel. Restoration of UT1 Reach 2 will begin just downstream of the existing driveway culvert. The channel will be raised to eliminate the perched culvert condition and reestablish aquatic organism passage. The widespread erosion along the left bank will be addressed by relocating the channel into the center of the valley. UT1 Reach 2 will likely be designed as a Rosgen B-type stream, with energy dissipated vertically over steps, at the upstream extents. Moving downstream as the valley widens, the stream will gain sinuosity and transition to a Rosgen C-type stream, with energy dissipated laterally through meander geometry. Option 1 and Option 2 specify different downstream tie-in locations for UT1 Reach W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.10 2. In Option 1, the channel will be aligned through the open pasture and connect to East Prong Hunting Creek within the Site limits. This alignment mimics what appears to be the natural historic alignment prior to 1976. In Option 2, the channel will tie into the existing receiving channel further up valley. Restoration of UT2 will begin at an internal crossing at the existing woodline. UT2 will be raised to tie into the natural valley floor and Priority 1 restoration will continue downstream to East Prong Hunting Creek. The perched culvert will be removed to eliminate habitat fragmentation and the blockage to aquatic organism passage. Cattle will be excluded from the easement. The upper section of UT2 will most likely be designed as a Rosgen B-type channel and will transition to a Rosgen C-type channel in the flatter East Prong Hunting Creek floodplain. Buffers will be planted as described in Section 3.2. In areas where invasive species are present, these plants will be removed either as part of grading activities or treated with herbicide prior to buffer planting. Restoration of riparian buffers will create an uninterrupted wooded corridor for wildlife, connecting Site streams to upstream wooded tracts. This proposed work will not only improve Site streams but will directly address several of the stressors identified in the LWP and RBRP, including addressing channelization, sedimentation from agriculture, eroding stream banks, and restoring degraded riparian buffers. The project will benefit downstream waters in this water supply watershed by directly reducing sediment, nutrients, and fecal coliform sources. Overall, approximately 13 acres will be preserved in perpetuity on the Site. f;: �•.1' A. - JUNE 2012 JULY 2013 JUNE 2014 All project reaches will be designed to create stable, functional stream channels. Design will be based on reference reach and sediment transport analyses. Dimension, pattern, and profile will be designed to allow for frequent overbank flooding, provide stable bank slopes, and enable biological lift. This approach will provide hydrologic connectivity between creeks and floodplains, and will also create vertical and lateral stability. Treating invasive vegetation and establishing stable bank slopes will allow for a native and diverse riparian zone to grow which will improve nutrient removal. A diverse bedform and addition of LWD will provide habitat for an increased number of species of insects, fish, and amphibians. This diverse bedform will be established using instream structures appropriate for the geomorphic setting such as log steps, rock steps, log vanes, and constructed riffles and rock cascades. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.11 Wildlands will begin the project by identifying the best design approach to meet the stated project objectives and implement the appropriate degree of intervention. A combination of analog, empirical, and analytical design approaches will potentially be used. Reference streams will be identified and will serve as one of the primary sources of information on which restoration designs are based. Modeling and other detailed analyses will be used as appropriate to develop or verify designs. Wildlands has developed a general approach to be used as the basis for stream restoration design. The design approach, which is tailored to each site, continues to develop as additional projects are implemented. Some of the key elements of the methods are described below. Generally, stream designs will be based on a design discharge range that, in most cases, will approximate the bankfull discharge but will be selected to meet the objectives of the design. The discharge will be determined through detailed hydrologic analyses using the best available information such as local or regional stream gage records, empirical regional stream flow estimates, hydrologic modeling results, and reference stream flows. Other discharges (such as baseflow or flows to support instream habitat features) will also be considered during the design process based on the specific project objectives. Conservation easement areas will be marked per DMS guidelines, and crossings will be constructed to exclude livestock access as discussed in Section 2.9. Native riparian buffers measuring a minimum of 30- feet from the proposed top of bank will be planted along all restored and enhanced streams on the Site. Restored buffer widths will exceed 30-feet along East Prong Hunting Creek. 3.2 Vegetation Plan The Site will be planted following construction of the project. The planting plan will be based on an appropriate nearby reference community and will be developed to restore appropriate strata (canopy, understory, shrub, and herbaceous layers). The canopy will be restored through planting of bare root trees. The understory and shrub layers will be restored through a combination of planting bare root, low growth species and installing live stake shrub species. The herbaceous layer will be restored by seeding the disturbed area with a native seed mix with an emphasis placed on creating good soil contact to encourage germination. 4.0 Proposed Mitigation Two options are proposed. Both options are a combination of restoration and preservation, with the only difference being the downstream terminus location of UT1. Under Option 1, Wildlands proposes to generate 4,875 warm stream credits (Table G.7a and Figure 6a). Under Option 2, Wildlands proposes to generate 4,450 warm stream credits (Table G.7b and Figure 6b). W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.12 The mitigation credit calculation was derived using the US Army Corps of Engineers' Stream Mitigation Guidance, and was based on Wildlands' conceptual design for maximum ecological uplift. Given the existing conditions of the stream channels, the disturbance factors, and the constraints, management objectives for each reach have been established. The management objective, the mitigation type, and proposed amount of stream mitigation is presented below. Table G.7a Stream Credits proposed for the Laurel Valley Mitigation Site — OPTION 1 Stream Credits Reach Management Objectives Type of Mitigation Length (feet)1 Ratio Stream Credits RESTORATION East Prong Hunting Creek Restore appropriate dimension, pattern, and profile with Priority 1 restoration. Install habitat structures, allow bankfull floodplain access. Establish native riparian buffer and exclude cattle. Restoration 1,188 1:1 1,188 UT1 Reach 2 2,006 1:1 2,006 UT2 1,631 1:1 1,631 Restoration Subtotal 1 4,825 4,825 PRESERVATION UT1 Reach 1 Preserve stream channel in perpetuity. Preservation 500 10:1 50 Preservation Subtotal OPTION 1 TOTAL: 5,325 4,875 Note 1: Lengths are approximate based on professional judgement and exclude crossing locations. Table G.7b Stream Credits proposed for the Laurel Valley Mitigation Site — OPTION 2 Stream Credits Reach Management Objectives Type of Mitigation Length (feet)1 Ratio Stream Credits RESTORATION East Prong Hunting Creek Restore appropriate dimension, pattern, and profile with Priority 1 restoration. Install habitat structures, allow bankfull floodplain access. Establish native riparian buffer and exclude cattle. Restoration 1,188 1:1 1,188 UT1 Reach 2 1,581 1:1 1,581 UT2 1,631 1:1 1,631 Restoration Subtotal 1 4,400 4,400 PRESERVATION UT1 Reach 1 Preserve stream channel in perpetuity. Preservation 500 10:1 50 Preservation Subtotal OPTION 2 TOTAL: 4,900 4,450 Note 1: Lengths are approximate based on professional judgement and exclude crossing locations. 5.0 Current Ownership and Long Term Protection The Site is located on one parcel, and an option agreement for the purchase of a conservation easement as shown on Figures 6a and 6b have been signed by the landowners. The Memoranda of Option are on record at the Burke County Register of Deeds. The option agreements allow Wildlands to purchase a conservation easement on the property. The Memoranda of Option are valid for a minimum of 180 days from the closing date of RFP 16-007875. Wildlands will convey the conservation easement to the State to provide long term protection of the Site. The conservation easement agreement will ensure the right of entry abilities of Wildlands, its contractors, and the future easement holder in any future land transactions. Copies of the Memoranda of Option are included in the appendix. The landowners, parcel identification number, and deed book and page numbers for the Memoranda of Option are summarized in Table G.8. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.13 Table G.8 Property Owners for the Double Rock Mitigation Site Property Owner Parcel ID Number Memorandum of Option Deed Book Page Number John Hewat Jr. 2712409543 2418 120 (4) 6.0 Scope of Work and Project Phasing Table G.9 describes the tasks and deliverables required by the Scope of Work outlined in RFP 16-007875. Note that all deliverables will be provided following the requirements of Attachment H to the RFP. Table G.10 provides the proposed schedule for accomplishing each Scope of Work task. The Wildlands Team has experience handling tightly scheduled projects with many stakeholders. We understand the importance of clear communication and adherence to deadlines. We will establish additional internal deadlines to keep the project milestones on track. Each task will be staffed with the appropriate technical and management staff to ensure quality and timely completion. Table G.9 Summary Scope of Work for the Laurel Valley Mitigation Site Task # Task Name Task Summary DMS Deliverable • Onsite meeting with the IRT and DMS to discuss concepts of the mitigation plan and obtain concurrence on planned work and crediting. • Approved Categorical Exclusion • Conduct DMS/FHWA guidelines for document - emailed Adobe PDF. Environmental and environmental screening to identify • IRT meeting minutes — emailed Adobe 1 threatened/endangered species, PDF. Project Screening environmental, or cultural issues on • DMS Full Delivery Landowner the Site. Authorization Form (if applicable). • Secure DMS Full Delivery Landowner • USACE Public Notice (if applicable). Authorization Form (if applicable). • Satisfy USACE public notification process (if applicable). • 4 preliminary review items outlined in the RFP, submitted electronically as defined in Attachment H. • Create conservation easement . 5 final deliverables outlined in the 2 Property documents and plats. RFP, submitted electronically and in • Close and record the conservation hard copy as defined in Attachment H. easement. . Installation of boundary marking documented with As -Built survey during Task 6. • 2 hard copies and 1 electronic "Draft" Mitigation Plan and survey. Mitigation Plan •Develop asite-specific mitigation plan, • 3 hard copies and 1 electronic "Final (Final Draft) and appropriate for the Site. Draft" Mitigation Plan and survey. 3 Financial • Revise per DMS and IRT review • Performance Bond (may be retired Assurance comments. after completion of Task 6) • 2 Completed PCN forms and 2 hard copies of the "Final" Mitigation Plan. 1 copy of both submitted electronically. 4 Permitting and • Secure all necessary permits and/or • 1 electronic copy of approved permits Earthwork certifications for Site construction. prior to beginning earthwork. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.14 Task # Task Name Task Summary DMS Deliverable • Construct the Site. • Written notification of earthwork completion. Mitigation Site Planting and • Complete planting of Site. • Written notification of planting and 5 Installation of monitoring device installation Monitoring • Install monitoring devices. completion. Devices • 1 hard copy and 1 electronic copy of Baseline • Conduct baseline monitoring. "Draft" Baseline Monitoring Document • Perform as -built survey. and As -Built drawings. Electronic copy Monitoring Report • prepare baseline monitoring of surveys. 6 (Including As -Built Drawings) document. • 1 hard copy and 1 electronic copy of Approved by DMS • Prepare as -built survey drawings. "Final" Baseline Monitoring Document • Install easement markers and signage. and As -Built drawings. Electronic copy of surveys. 7 Monitoring Year 1 • Monitor the Site. • Prepare the monitoring report. 8 Monitoring Year 2 • Monitor the Site. • Prepare the monitoring report. p g p • 1 hard copy and 1 electronic copy of each "Draft" annual monitoring report. 9 Monitoring Year 3 • Monitor the Site. • Prepare the monitoring report. Electronic copy of survey. • 1 hard copy and 1 electronic copy of • Monitor the Site. 10 Monitoring Year 4 • prepare the monitoring report. each "Final" annual monitoring report. Electronic copy of survey. • Monitor the Site. 11 Monitoring Year 5 • prepare the monitoring report. 12 Monitoring Year 6 • Monitor the Site. • Prepare the monitoring report. • 1 hard copy and 1 electronic copy of • Monitor the Site. the "Draft" annual monitoring report Monitoring Year 7 • Prepare the monitoring report. and closeout report. Electronic copy of 13 and Close -Out • Prepare closeout report. survey. . 1 hard copy and 1 electronic copy of Process •Attend closeout meetings and present the "Final" annual monitoring report final project to IRT. and closeout report. Electronic copy of survey. W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.15 Table G.10 Project Schedule for the Laurel Valley Mitigation Site Proposed Time to Proposed Completion Project Milestone Completion Date (assuming NTP on (from date of NTP) January 1, 2020) Task 1. Regulatory Site Visit & Environmental Screening 3 months April 1, 2020 Task 2. Submit Recorded Conservation Easement on the Site 1 year, 6 months July 1, 2021 Task 3. Mitigation Plan Approved by DMS and Financial 1 year, 6 months July 1, 2021 Assurance Task 4. Mitigation Site Earthwork Completed 2 years, 6 months July 1, 2022 Task 5. Mitigation Site Planting & Installation of Monitoring 3 years January 1, 2023 Devices Task 6. Baseline Monitoring Report (Including As -Built 3 years, 2 months March 1, 2023 Drawings) Approved by DMS Task 7. Submit Monitoring Report #1 to DMS* 3 years, 11 months December 1, 2023 Task 8. Submit Monitoring Report #2 to DMS* 4 years, 11 months December 1, 2024 Task 9. Submit Monitoring Report #3 to DMS* 5 years, 11 months December 1, 2025 Task 10. Submit Monitoring Report #4 to DMS* 6 years, 11 months December 1, 2026 Task 11. Submit Monitoring Report #5 to DMS* 7 years, 11 months December 1, 2027 Task 12. Submit Monitoring Report #6 to DMS* 8 years, 11 months December 1, 2028 Task 13. Submit Monitoring Report #7 to DMS* and 9 years, 11 months December 1, 2029 complete Close -Out Process *Meets success criteria (schedule progression has been developed assuming that the site meets success criteria each monitoring year) 7.0 Performance Standards and Monitoring Plan The performance criteria for the Site will follow approved performance criteria presented in the DMS Stream and Wetland Mitigation Plan Template and Guidance (June 2017) and the October 2016 IRT Mitigation Monitoring Guidance. Annual monitoring and semi-annual site visits will be conducted to assess the condition of the completed project. Specific performance standard components are proposed for stream morphology, hydrology, vegetation, and wetland hydrology. The stream restoration and enhancement I reaches of the project will be assigned specific performance criteria components for hydrology, vegetation, and geomorphology. The enhancement II reaches will be assigned specific performance criteria components for vegetation only. Wetland restoration will be assigned specific performance criteria components for hydrology. Performance criteria will be evaluated throughout the (up to) seven years of post -construction monitoring. If all stream, vegetation, and hydrologic performance criteria have been successfully met and at least four bankfull events have occurred during separate years, Wildlands may propose to terminate stream, wetland, and/or vegetation monitoring after five years with written approval from the USACE and North Carolina Interagency Review Team (IRT). An outline of the performance criteria components follows. 7.1 Stream Morphological Parameters and Channel Stability Dimension Riffle cross sections on the restoration reaches should be stable and should show little change in bankfull area, bank height ratio, and width -to -depth ratio. Riffle cross sections should fall within the parameters defined for channels of the appropriate stream type. If any changes do occur, these changes will be evaluated to assess whether the stream channel is showing signs of instability. Changes in the channel that indicate a movement toward stability or enhanced habitat include a decrease in the width - to -depth ratio in meandering channels or an increase in pool depth. Remedial action would not be taken if channel changes indicate a movement toward stability. k6w Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.16 In order to assess channel dimension performance, permanent cross sections will be installed on restoration and enhancement I reaches per the IRT Mitigation Monitoring Guidelines (October 2016). Each cross section will be permanently marked with pins to establish its location. Cross section surveys will include points measured at all breaks in slope, including top of bank, bankfull, edge of water, and thalweg. Cross section and bank pin surveys (if applicable) will be conducted in monitoring years one, two, three, five, and seven. Profile and Pattern Longitudinal profile surveys will be conducted during the as -built survey but will not be conducted during the seven-year monitoring period unless other indicators during the annual monitoring indicate a trend toward vertical and lateral instability. If a longitudinal profile is deemed necessary, monitoring will follow standards as described in the Stream Channel Reference Sites: An Illustrated Guide to Field Technique (Harrelson et. al., 1994) for the necessary reaches. Substrate Substrate materials in the restoration and enhancement I reaches should indicate a progression towards or the maintenance of coarser materials in the riffle features and smaller particles in the pool features. However, natural variations in pool and riffle substrate is expected as a result of sediment transport processes in steeper sloped channels. A reach -wide pebble count will be performed in each restoration and enhancement I reach in monitoring years one, two, three, five, and seven for classification purposes. A wetted pebble count will be performed during the baseline survey at surveyed riffles to characterize the pavement. 7.2 Hydrology Stream Four bankfull flow events, occurring in separate years, must be documented on the restoration reaches within the seven-year monitoring period. Stream monitoring will continue until success criteria in the form of four bankfull events in separate years have been documented. Bankfull events will be documented using photographs and either a crest gage or a pressure transducer, as appropriate for Site conditions. The selected measurement device will be installed in the stream within a surveyed riffle cross section. Photographs will also be used to document the occurrence of debris lines and sediment deposition. Where restoration or enhancement activities are proposed for intermittent streams, monitoring gauges will be installed to track the frequency and duration of stream flow events. Continuous surface water flow within the tributaries must be documented to occur every year for at least 30 consecutive days during the seven-year monitoring period. This 30-day period of flow can occur at any point during the year. Additional monitoring may be required if surface water flow cannot be documented due to abnormally dry conditions. 7.3 Vegetation The final vegetative success criteria will be the survival of 210 planted stems per acre in the riparian corridors at the end of the required monitoring period (year seven). The interim measure of vegetative success for the site will be the survival of at least 320 native species stems per acre at the end of the third monitoring year and at least 260 stems per acre at the end of the fifth year of monitoring. Also, trees must average six feet in height at the end of the fifth monitoring year, and eight feet in height at the end of the seventh monitoring year. If this performance standard is met by year five and stem W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.17 density is trending towards success (i.e., vigor), and invasive species are not threatening ecological success, monitoring of vegetation on the Site may be terminated with written approval by the USACE in consultation with the IRT. The extent of invasive species coverage will also be monitored and controlled as necessary throughout the required monitoring period. Vegetation monitoring quadrants will be installed across the Site to measure the survival of the planted trees. The number of monitoring quadrants required, and frequency of monitoring will be based on the October 2016 IRT Mitigation Monitoring Guidance. Vegetation monitoring will occur in the summer and will follow the CVS-EEP Protocol for Recording Vegetation (2008) or another DMS approved protocol. 7.4 Other Parameters Photo Reference Stations Photographs should illustrate the Site's vegetation and morphological stability on an annual basis. Cross section photos should demonstrate no excessive erosion or degradation of the banks. Longitudinal photos should indicate the absence of persistent mid -channel bars within the channel or vertical incision. Grade control structures should remain stable. Deposition of sediment on the bank side of vane arms is preferable. Maintenance of scour pools on the channel side of vane arms is expected. Photographs will be taken once a year to visually document stability for seven years following construction. Permanent markers will be established and located with GPS equipment, so that the same locations and view directions on the Site are photographed each year. Photos will be used to monitor restoration and enhancement areas, as well as vegetation plots. Longitudinal reference photos will be established at regular intervals along the channel by taking a photo looking upstream and downstream. Cross sectional photos will be taken of each permanent cross section looking upstream and downstream. Reference photos will also be taken for each of the vegetation plots. Representative digital photos of each permanent photo point, cross section, and vegetation plot will be taken when the stream and vegetation assessments are conducted. The photographer will make every effort to consistently maintain the same area in each photo over time. Visual Assessments Visual assessments should support the specific performance standards for each metric as described above. Visual assessments will be performed along stream reaches on a semi-annual basis during the seven-year monitoring period. Problem areas such as channel instability (e.g. lateral and/or vertical instability, instream structure failure/instability and/or piping, headcuts), vegetation health (e.g. low stem density, vegetation mortality, invasive species, or encroachment), beaver activity, or livestock access will be noted. Areas of concern will be mapped and photographed and will be accompanied by a written description in the annual report. Problem areas will be re-evaluated during each subsequent visual assessment. Should remedial actions be required, a plan of action will be provided in the annual monitoring report. eenthic Macroinvertebrates If required by DWR as part of the project's permitting process, benthic macroinvertebrate sampling will be performed on the restored site. Any required sampling will be performed using DWR Standard Operating Procedures for Benthic Macroinvertebrates (October 2012). 7.5 Reporting Performance Criteria Using the DMS Baseline Monitoring Report Template (June 2017), a baseline monitoring document and as -built record drawings of the project will be developed for the constructed Site. Annual monitoring reports will be prepared in the fall of each year of monitoring and submitted to DMS. These reports will be based on the DMS Annual Monitoring Template (June 2017) and Closeout Report Template (June 2017). Full monitoring reports will be submitted to DMS in monitoring years 1, 2, 3, S, and 7. Abbreviated monitoring reports will be submitted in monitoring years 4 and 6. Closeout monitoring W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.18 period will be seven years beyond completion of construction or until performance standards have been met. 7.6 Maintenance and Contingency Plans The Wildlands Team will develop necessary adaptive measures or implement appropriate remedial actions if the site or a specific component of the site fails to achieve the success criteria outlined above. The project -specific monitoring plan developed during the design phase will identify an appropriate threshold for maintenance intervention based on the monitored items. Any actions implemented will be designed to achieve the success criteria previously specified and will include a work schedule and updated monitoring criteria (if applicable). 8.0 Quality Control The Wildlands Team takes pride in the quality of services that we deliver to our clients. We strive to exceed our clients' expectations. To maintain the highest level of quality, Wildlands has an established Quality Assurance/Quality Control (QA/QC) protocol that every member of our staff follows. At the beginning of a project, the necessary level of QA/QC is determined based on the size and complexity of the project. At a minimum, the project manager and an assigned QA/QC manager will function to control the quality of the project. The project manager provides day-to-day QA/QC and may assign task leaders to provide task -specific quality control (QC) functions. The QA/QC manager is a knowledgeable senior staff member who is not assigned to function in a lead capacity on other areas of the project. This provides the QA/QC manager objective views of the quality of work. Our QC program includes established procedures for processes performed from project inception through implementation and monitoring of the project. For example, Wildlands has developed standardized checklists and pre -defined procedures for activities such +.wren W mk w.� Phtm (01 iM118loi Mllpotlon Reyoa Iz.'W cmmbs Ra B. Aae< e. ae.� aw er as field surveys of stream cross -sections and profiles, pebble counts, benthic surveys, bank stability assessments, natural channel design, permitting, contract document preparation, post -construction baseline survey, and post construction monitoring. The checklists are largely based on the most current DMS guidelines to ensure that all required information is included in the correct format. Task leaders assigned for each activity train project team members in the application of these procedures. The task leaders assist the project manager by providing day-to-day QC functions, such as establishing clear decisions and directions to team members in the field, checking the completeness and accuracy of checklists, constant supervision, and documentation of all decisions, assumptions, and recommendations. The role of the project manager in QC is to monitor and maintain project schedule and budget, address any concerns the client may have, constantly assess company resources, and review all of the checklists. During the conceptual and preliminary design stages, the project manager and the task leader will perform a review of the design data, plans, technical specifications, and construction estimate for accuracy, correct approach, and general overall quality of the product and compliance with DMS formats before submission to the client. Sediment sampling, groundwater gage monitoring, and pressure transducer surface flow monitoring are frequently used during the design phase to validate the design criteria and analytical models. The project manager will perform a similar review at final design as will the QA/QC manager. During the construction phase, the project manager and the construction task W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.19 manager will regularly meet to provide updates and discuss any issues. The goal of the QC process is to provide the highest quality product to our client by completing tasks correctly the first time. By completing procedural processes once, Wildlands helps ensure that we deliver the best products at a minimum cost to our clients. QA is performed to confirm that the QC program is effectively practiced, and to provide feedback on further developments needed in the QC program. The QA/QC manager leads the CIA program; however, the project manager, task leaders, and project team staff also play large roles. It is each person's responsibility to notify the QA/QC manager whenever discrepancies and inefficiencies are found in the set of procedural activities that make up the QC process. The objective of QA is the continual improvement of the total delivery process to enhance quality, productivity, and customer satisfaction. We are continually improving the QC process so that our latest products and services are better than the previous ones. 8.1 Deliverables The project schedule is established during the scoping phases of a project and it is the project manager's responsibility to maintain the schedule. A work plan is developed at the outset of a project and shared internally with team members so that milestone deadlines and work requirements are clearly outlined. Review time is built into this internal schedule to ensure that adequate review takes place. The QA form, which is maintained by the QA/QC manager, is established at the beginning of the project and is maintained throughout the life of the project. Reviews of technical data, design parameters, reports, plan sheets, hydraulic models, and supporting calculations are tracked on the form. Included on this form are requirements that a professional staff member, who is not involved in the project on a day-to-day basis, review the design calculations, hydraulic models, reports, plans, and all other types of project deliverables. Conformance with DMS report templates and a final grammar/spelling/formatting review are also integrated into the QA review process. 8.2 Construction Wildlands team members are familiar with the policies, procedures, and practices necessary to construct natural channel design and stream mitigation projects. Wildlands has provided construction administration and observation services of over 72 miles of stream work and 444 acres of wetland work. We believe that project implementation is the ultimate key to a successful project and, to achieve this, it is extremely important to have our most experienced staff members involved on all construction projects. Our team knows how to oversee construction so that the project is completed on time and in compliance with all federal, state, and local permits. Several members of the proposed project team have assisted with construction services for the DMS restoration sites, many of which have performed successfully for multiple years. Table G.11 Wildlands Team Member Construction Oversight Experience 3 r � M _J L 3 Z ` CU C Project Details W 00 Big Harris Creek Mitigation Site 25,836 stream credits; 9 BMPs x x Henry Fork Mitigation Site 4,807 stream credits; 4.2 wetland credits x x Lone Hickory Mitigation Site 12,900 stream credits; 8.0 wetland credits x x Western Stream Initiative Multiple projects totaling 15,000 LF x Reedy Creek Design -Build Stream Restoration 25,974 stream credits x Project Little Pine II Stream Restoration Project 4,156 LF of streams; 5.4 acres of wetlands x Owl's Den Mitigation Site 2,400 stream credits; 8.0 wetland credits x W Laurel Valley Mitigation Site - PART G Wildlands Engineering, Inc. Page G.20 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. ATTACHMENT B: INSTRUCTIONS TO VENDORS 1. READ, REVIEW AND COMPLY: It shall be the Vendor's responsibility to read this entire document, review all enclosures and attachments, and any addenda thereto, and comply with all requirements specified herein, regardless of whether appearing in these Instructions to Vendors or elsewhere in this RFP document. 2. LATE PROPOSALS: Late proposals, regardless of cause, will not be opened or considered, and will automatically be disqualified from further consideration. It shall be the Vendor's sole responsibility to ensure the timely submission of proposals. 3. ACCEPTANCE AND REJECTION: The State reserves the right to reject any and all proposals, to waive any informality in proposals and, unless otherwise specified by the Vendor, to accept any item in the proposal. 4. BASIS FOR REJECTION: Pursuant to 01 NCAC 05B .0501, the State reserves the right to reject any and all offers, in whole or in part, by deeming the offer unsatisfactory as to quality or quantity, delivery, price or service offered, non-compliance with the requirements or intent of this solicitation, lack of competitiveness, error(s) in specifications or indications that revision would be advantageous to the State, cancellation or other changes in the intended project or any other determination that the proposed requirement is no longer needed, limitation or lack of available funds, circumstances that prevent determination of the best offer, or any other determination that rejection would be in the best interest of the State. EXECUTION: Failure to execute page 1 of the RFP (Execution Page) in the designated space shall render the proposal non -responsive, and it will be rejected. ORDER OF PRECEDENCE: In cases of conflict between specific provisions in this solicitation or those in any resulting contract documents, the order of precedence shall be (high to low) (1) any special terms and conditions specific to this RFP, including any negotiated terms; (2) requirements and specifications and administration provisions in Sections 4, 5 and 6 of this RFP; (3) North Carolina General Contract Terms and Conditions in ATTACHMENT C: NORTH CAROLINA GENERAL CONTRACT TERMS AND CONDITIONS; (4) Instructions in ATTACHMENT B: INSTRUCTIONS TO VENDORS; (5) ATTACHMENT A: PRICING, and (6) Vendor's proposal. 7. INFORMATION AND DESCRIPTIVE LITERATURE: Vendor shall furnish all information requested in the spaces provided in this document. Further, if required elsewhere in this proposal, each Vendor shall submit with its proposal any sketches, descriptive literature and/or complete specifications covering the products and Services offered. Reference to literature submitted with a previous proposal or available elsewhere will not satisfy this provision. Failure to comply with these requirements shall constitute sufficient cause to reject a proposal without further consideration. RECYCLING AND SOURCE REDUCTION: It is the policy of the State to encourage and promote the purchase of products with recycled content to the extent economically practicable, and to purchase items which are reusable, refillable, repairable, more durable and less toxic to the extent that the purchase or use is practicable and cost- effective. We also encourage and promote using minimal packaging and the use of recycled/recyclable products in the packaging of commodities purchased. However, no sacrifice in quality of packaging will be acceptable. The Vendor remains responsible for providing packaging that will adequately protect the commodity and contain it for its intended use. Vendors are strongly urged to bring to the attention of purchasers those products or packaging they offer which have recycled content and that are recyclable. CERTIFICATE TO TRANSACT BUSINESS IN NORTH CAROLINA: As a condition of contract award, each out -of - State Vendor that is a corporation, limited -liability company or limited -liability partnership shall have received, and shall maintain throughout the term of The Contract, a Certificate of Authority to Transact Business in North Carolina from the North Carolina Secretary of State, as required by North Carolina law. A State contract requiring only an isolated transaction completed within a period of six months, and not in the course of a number of repeated transactions of like nature, shall not be considered as transacting business in North Carolina and shall not require a Certificate of Authority to Transact Business. 10. SUSTAINABILITY: To support the sustainability efforts of the State of North Carolina we solicit your cooperation in this effort. Pursuant to Executive Order 156 (1999), it is desirable that all print responses submitted meet the Ver: 10/23/18 Page 29 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. following: • All copies of the proposal are printed double sided. • All submittals and copies are printed on recycled paper with a minimum post -consumer content of 30%. • Unless absolutely necessary, all proposals and copies should minimize or eliminate use of non -recyclable or non -reusable materials such as plastic report covers, plastic dividers, vinyl sleeves, and GBC binding. Three - ringed binders, glued materials, paper clips, and staples are acceptable. • Materials should be submitted in a format which allows for easy removal, filing and/or recycling of paper and binder materials. Use of oversized paper is strongly discouraged unless necessary for clarity or legibility. 11. HISTORICALLY UNDERUTILIZED BUSINESSES: The State is committed to retaining Vendors from diverse backgrounds, and it invites and encourages participation in the procurement process by businesses owned by minorities, women, disabled, disabled business enterprises and non-profit work centers for the blind and severely disabled. In particular, the State encourages participation by Vendors certified by the State Office of Historically Underutilized Businesses, as well as the use of HUB -certified vendors as subcontractors on State contracts. 12. RECIPROCAL PREFERENCE: G.S. 143-59 establishes a reciprocal preference requirement to discourage other states from favoring their own resident Vendors by applying a percentage increase to the price of any proposal from a North Carolina resident Vendor. To the extent another state does so, North Carolina applies the same percentage increase to the proposal of a vendor resident in that state. Residency is determined by a Vendor's "Principal Place of Business," defined as that principal place from which the overall trade or business of the Vendor is directed or managed. 13. INELIGIBLE VENDORS: As provided in G.S. 147-86.59 and G.S. 147-86.82, the following companies are ineligible to contract with the State of North Carolina or any political subdivision of the State: a) any company identified as engaging in investment activities in Iran, as determined by appearing on the Final Divestment List created by the State Treasurer pursuant to G.S. 147-86.58, and b) any company identified as engaged in a boycott of Israel as determined by appearing on the List of restricted companies created by the State Treasurer pursuant to G.S. 147-86.81. A contract with the State or any of its political subdivisions by any company identified in a) or b) above shall be void ab initio. 14. CONFIDENTIAL INFORMATION: To the extent permitted by applicable statutes and rules, the State will maintain as confidential trade secrets in its proposal that the Vendor does not wish disclosed. As a condition to confidential treatment, each page containing trade secret information shall be identified in boldface at the top and bottom as "CONFIDENTIAL" by the Vendor, with specific trade secret information enclosed in boxes, marked in a distinctive color or by similar indication. Cost information shall not be deemed confidential under any circumstances. Regardless of what a Vendor may label as a trade secret, the determination whether it is or is not entitled to protection will be determined in accordance with G.S. 132-1.2. Any material labeled as confidential constitutes a representation by the Vendor that it has made a reasonable effort in good faith to determine that such material is, in fact, a trade secret under G.S. 132-1.2. Vendors are urged and cautioned to limit the marking of information as a trade secret or as confidential so far as is possible. If a legal action is brought to require the disclosure of any material so marked as confidential, the State will notify Vendor of such action and allow Vendor to defend the confidential status of its information. 15. PROTEST PROCEDURES: When a Vendor wishes to protest the award of The Contract awarded by the Division of Purchase and Contract, or awarded by an agency in an awarded amount of at least $25,000, a Vendor shall submit a written request addressed to the State Purchasing Officer at: Division of Purchase and Contract, 1305 Mail Service Center, Raleigh, NC 27699-1305. A protest request related to an award amount of less than $25,000 shall be sent to the purchasing officer of the agency that issued the award. The protest request must be received in the proper office within thirty (30) consecutive calendar days from the date of the Contract award. Protest letters shall contain specific grounds and reasons for the protest, how the protesting party was harmed by the award made and any documentation providing support for the protesting party's claims. Note: Contract award notices are sent only to the Vendor actually awarded the Contract, and not to every person or firm responding to a solicitation. Proposal status and Award notices are posted on the Internet at https://www.ips.state.nc.us/ips/. All protests will be handled pursuant to the North Carolina Administrative Code, 01 NCAC 05B .1519. Ver: 10/23/18 Page 30 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. 16. MISCELLANEOUS: Any gender -specific pronouns used herein, whether masculine or feminine, shall be read and construed as gender neutral, and the singular of any word or phrase shall be read to include the plural and vice versa. 17. COMMUNICATIONS BY VENDORS: In submitting its proposal, the Vendor agrees not to discuss or otherwise reveal the contents of its proposal to any source, government or private, outside of the using or issuing agency until after the award of the Contract or cancellation of this RFP. All Vendors are forbidden from having any communications with the using or issuing agency, or any other representative of the State concerning the solicitation, during the evaluation of the proposals (i.e., after the public opening of the proposals and before the award of the Contract), unless the State directly contacts the Vendor(s) for purposes of seeking clarification or another reason permitted by the solicitation. A Vendor shall not: (a) transmit to the issuing and/or using agency any information commenting on the ability or qualifications of any other Vendor to provide the advertised good, equipment, commodity; (b) identify defects, errors and/or omissions in any other Vendor's proposal and/or prices at any time during the procurement process; and/or (c) engage in or attempt any other communication or conduct that could influence the evaluation or award of a Contract related to this RFP. Failure to comply with this requirement shall constitute sufficient justification to disqualify a Vendor from a Contract award. Only those communications with the using agency or issuing agency authorized by this RFP are permitted. 18. TABULATIONS: Bid tabulations can be electronically retrieved at the Interactive Purchasing System (IPS), https://www.ips.state.nc.us/ips/BidNumberSearch.aspx. Click on the IPS BIDS icon, click on Search for Bid, enter the bid number, and then search. Tabulations will normally be available at this web site not later than one working day after the bid opening. Lengthy or complex tabulations may be summarized, with other details not made available on IPS, and requests for additional details or information concerning such tabulations cannot be honored. 19. VENDOR REGISTRATION AND SOLICITATION NOTIFICATION SYSTEM: The North Carolina electronic Vendor Portal (eVP) allows Vendors to electronically register for free with the State to receive electronic notification of current procurement opportunities for goods and Services of potential interests to them available on the Interactive Purchasing System, as well as notifications of status changes to those solicitations. Online registration and other purchasing information is available at the following website: http://ncadmin.nc.gov/about-doa/divisions/purchase- contract. 20. WITHDRAWAL OF PROPOSAL: Proposals that have been delivered by hand, U.S. Postal Service, courier or other delivery service may be withdrawn only in writing and if receipt is acknowledged by the office issuing the RFP prior to the time for opening proposals identified on the cover page of this RFP (or such later date included in an Addendum to the RFP). Written withdrawal requests shall be submitted on the Vendor's letterhead and signed by an official of the Vendor authorized to make such request. Any withdrawal request made after the opening of proposals shall be allowed only for good cause shown and in the sole discretion of the Division of Purchase and Contract. 21. INFORMAL COMMENTS: The State shall not be bound by informal explanations, instructions or information given at any time by anyone on behalf of the State during the competitive process or after award. The State is bound only by information provided in writing in this RFP and in formal Addenda issued through IPS. 22. COST FOR PROPOSAL PREPARATION: Any costs incurred by Vendor in preparing or submitting offers are the Vendor's sole responsibility; the State of North Carolina will not reimburse any Vendor for any costs incurred or associated with the preparation of proposals. 23. VENDOR'S REPRESENTATIVE: Each Vendor shall submit with its proposal the name, address, and telephone number of the person(s) with authority to bind the firm and answer questions or provide clarification concerning the firm's proposal. 24. INSPECTION AT VENDOR'S SITE: The State reserves the right to inspect, at a reasonable time, the equipment, item, plant or other facilities of a prospective Vendor prior to Contract award, and during the Contract term as necessary for the State's determination that such equipment, item, plant or other facilities conform with the specifications/requirements and are adequate and suitable for the proper and effective performance of the Contract. Ver: 10/23/18 Page 31 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. ATTACHMENT C: NORTH CAROLINA GENERAL CONTRACT TERMS & CONDITIONS 1. PERFORMANCE AND DEFAULT: a) It is anticipated that the tasks and duties undertaken by the Vendor shall include services or the manufacturing, furnishing, or development of goods and other tangible features or components as deliverables that are directly correlated and/or ancillary to the services performed. Except as provided immediately below, and unless otherwise mutually agreed in writing prior to award, any service deliverables or ancillary services provided by Vendor in performance of the contract shall remain property of the State. During performance, Vendor may provide proprietary components as part of the service deliverables that are identified in the solicitation response. Vendor grants the State a personal, permanent, non -transferable license to use such proprietary components of the service deliverables and other functional ities, as provided under this Agreement. Any technical and business information owned by Vendor or its suppliers or licensors made accessible or furnished to the State shall be and remain the property of the Vendor or such other party, respectively. Vendor agrees to perform its services under the contract in the same or similar manner provided to comparable users. The State shall notify the Vendor of any defects or deficiencies in performance of its services or failure of service deliverables to conform to the standards and specifications provided in this solicitation. Vendor agrees to remedy defective performance or any nonconforming deliverables upon timely notice provided by the State. b) Vendor has a limited, non-exclusive license to access and use State Data provided to Vendor, but solely for performing its obligations under this Agreement and in confidence as may be further provided herein. Vendor or its suppliers shall at a minimum, and except as otherwise specified and agreed herein, provide assistance to the State related to all services performed or deliverables procured hereunder during the State's normal business hours. Vendor warrants that its support, customer service, and assistance will be performed in accordance with generally accepted and applicable industry standards. c) If, through any cause, Vendor shall fail to fulfill in a timely and proper manner the obligations under The Contract, the State shall have the right to terminate The Contract by giving written notice to the Vendor and specifying the effective date thereof In that event and subject to all other provisions of this contract, all finished or unfinished deliverable items under this contract prepared by the Vendor shall, at the option of the State, become its property, and the Vendor shall be entitled to receive compensation for units actually produced, if any, in an amount determined by reducing the total amount due had the full number of Units been produced pro rata, such that the ratio of the final compensation actually paid to the original total amount due in accordance with Attachment A (as amended, if applicable) is equal to the ratio of the Units actually generated to the total Units identified in Attachment A. d) In the event of default by the Vendor, the State may procure the goods and services necessary to complete performance hereunder from other sources and hold the Vendor responsible for any excess cost occasioned thereby. In addition, in the event of default by the Vendor under The Contract, or upon the Vendor filing a petition for bankruptcy or the entering of a judgment of bankruptcy by or against the Vendor, the State may immediately cease doing business with the Vendor, immediately terminate The Contract for cause, and may take action to debar the Vendor from doing future business with the State. GOVERNMENTAL RESTRICTIONS: In the event any Governmental restrictions are imposed which necessitate alteration of the goods, material, quality, workmanship or performance of the Services offered prior to acceptance, it shall be the responsibility of the Vendor to notify the Contract Lead at once, in writing, indicating the specific regulation which required such alterations. The State reserves the right to accept any such alterations, including any price adjustments occasioned thereby, or to cancel the Contract. AVAILABILITY OF FUNDS: Any and all payments to the Vendor shall be dependent upon and subject to the availability of funds to the agency for the purpose set forth in The Contract. 4. TAXES: Any applicable taxes shall be invoiced as a separate item. a) G.S. 143-59.1 bars the Secretary of Administration from entering into Contracts with Vendors if the Vendor or its affiliates meet one of the conditions of G.S. 105-164.8(b) and refuses to collect use tax on sales of tangible personal property to purchasers in North Carolina. Conditions under G.S. 105-164.8(b) include: (1) Ver: 10/23/18 Page 32 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. Maintenance of a retail establishment or office, (2) Presence of representatives in the State that solicit sales or transact business on behalf of the Vendor and (3) Systematic exploitation of the market by media - assisted, media -facilitated, or media -solicited means. By execution of the proposal document the Vendor certifies that it and all of its affiliates, (if it has affiliates), collect(s) the appropriate taxes. b) The agency(ies) participating in The Contract are exempt from Federal Taxes, such as excise and transportation. Exemption forms submitted by the Vendor will be executed and returned by the using agency. c) Prices offered are not to include any personal property taxes, nor any sales or use tax (or fees) unless required by the North Carolina Department of Revenue. SITUS AND GOVERNING LAWS: This Contract is made under and shall be governed and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of laws rules, and within which State all matters, whether sounding in Contract or tort or otherwise, relating to its validity, construction, interpretation and enforcement shall be determined. PAYMENT TERMS: Payment terms are Net not later than 30 days after receipt of a correct invoice or acceptance of goods, whichever is later. The using agency is responsible for all payments to the Vendor under the Contract. Payment by some agencies may be made by procurement card, if the Vendor accepts that card (Visa, MasterCard, etc.) from other customers, and it shall be accepted by the Vendor for payment under the same terms and conditions as any other method of payment accepted by the Vendor. If payment is made by procurement card, then payment may be processed immediately by the Vendor. 7. AFFIRMATIVE ACTION: The Vendor will take affirmative action in complying with all Federal and State requirements concerning fair employment and employment of people with disabilities and concerning the treatment of all employees without regard to discrimination on the basis of any prohibited grounds as defined by Federal and State law. 8. CONDITION AND PACKAGING: Unless otherwise provided by special terms and conditions or specifications, it is understood and agreed that any item offered or shipped has not been sold or used for any purpose and shall be in first class condition. All containers/packaging shall be suitable for handling, storage or shipment. 9. INTELLECTUAL PROPERTY WARRANTY AND INDEMNITY: Vendor shall hold and save the State, its officers, agents and employees, harmless from liability of any kind, including costs and expenses, resulting from infringement of the rights of any third party in any copyrighted material, patented or patent -pending invention, article, device or appliance delivered in connection with The Contract. a. Vendor warrants to the best of its knowledge that: i. Performance under The Contract does not infringe upon any intellectual property rights of any third party; and ii. There are no actual or threatened actions arising from, or alleged under, any intellectual property rights of any third party; b. Should any deliverables supplied by Vendor become the subject of a claim of infringement of a patent, copyright, trademark or a trade secret in the United States, the Vendor, shall at its option and expense, either procure for the State the right to continue using the deliverables, or replace or modify the same to become non -infringing. If neither of these options can reasonably be taken in Vendor's judgment, or if further use shall be prevented by injunction, the Vendor agrees to cease provision of any affected deliverables and refund any sums the State has paid Vendor and make every reasonable effort to assist the State in procuring substitute deliverables. If, in the sole opinion of the State, the cessation of use by the State of any such deliverables due to infringement issues makes the retention of other items acquired from the Vendor under this Agreement impractical, the State shall then have the option of terminating the Agreement, or applicable portions thereof, without penalty or termination charge; and Vendor agrees to refund any sums the State paid for unused Services or Deliverables. c. The Vendor, at its own expense, shall defend any action brought against the State to the extent that such action is based upon a claim that the deliverables supplied by the Vendor, their use or operation, infringes on a patent, copyright, trademark or violates a trade secret in the United States. The Vendor shall pay those costs and damages finally awarded or agreed in a settlement against the State in any such action. Such defense and payment shall be conditioned on the following: i. That the Vendor shall be notified within a reasonable time in writing by the State of any such claim; and Ver: 10/23/18 Page 33 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. ii. That the Vendor shall have the sole control of the defense of any action on such claim and all negotiations for its settlement or compromise provided, however, that the State shall have the option to participate in such action at its own expense. d. Vendor will not be required to defend or indemnify the State if any claim by a third party against the State for infringement or misappropriation results from the State's material alteration of any Vendor -branded deliverables or services, or from the continued use of the deliverable(s) or Services after receiving notice of infringement on a trade secret of a third party. 10. TERMINATION FOR CONVENIENCE: If this contract contemplates deliveries or performance over a period of time, the State may terminate this contract at any time by providing 60 days' notice in writing from the State to the Vendor. In that event, any or all finished or unfinished deliverables prepared by the Vendor under this contract shall, at the option of the State, become its property. If the contract is terminated by the State as provided in this section, the State shall pay for those items for which such option is exercised, less any payment or compensation previously made. 11. ADVERTISING: Vendor agrees not to use the existence of The Contract or the name of the State of North Carolina as part of any commercial advertising or marketing of products or Services. A Vendor may inquire whether the State is willing to act as a reference by providing factual information directly to other prospective customers. 12. ACCESS TO PERSONS AND RECORDS: During and after the term hereof, the State Auditor and any using agency's internal auditors shall have access to persons and records related to The Contract to verify accounts and data affecting fees or performance under the Contract, as provided in G.S. 143-49(9). 13. ASSIGNMENT: No assignment of the Vendor's obligations nor the Vendor's right to receive payment hereunder shall be permitted. However, upon written request approved by the issuing purchasing authority and solely as a convenience to the Vendor, the State may: a) Forward the Vendor's payment check directly to any person or entity designated by the Vendor, and b) Include any person or entity designated by Vendor as a joint payee on the Vendor's payment check. In no event shall such approval and action obligate the State to anyone other than the Vendor and the Vendor shall remain responsible for fulfillment of all Contract obligations. Upon advance written request, the State may, in its unfettered discretion, approve an assignment to the surviving entity of a merger, acquisition or corporate reorganization, if made as part of the transfer of all or substantially all of the Vendor's assets. Any purported assignment made in violation of this provision shall be void and a material breach of The Contract. 14. INSURANCE: COVERAGE - During the term of the Contract, the Vendor at its sole cost and expense shall provide commercial insurance of such type and with such terms and limits as may be reasonably associated with the Contract. As a minimum, the Vendor shall provide and maintain the following coverage and limits: a) Worker's Compensation - The Vendor shall provide and maintain Worker's Compensation Insurance, as required by the laws of North Carolina, as well as employer's liability coverage with minimum limits of $500,000.00, covering all of Vendor's employees who are engaged in any work under the Contract in North Carolina. If any work is sub -contracted, the Vendor shall require the sub -Contractor to provide the same coverage for any of his employees engaged in any work under the Contract within the State. b) Commercial General Liability - General Liability Coverage on a Comprehensive Broad Form on an occurrence basis in the minimum amount of $1,000,000.00 Combined Single Limit. Defense cost shall be in excess of the limit of liability. c) Automobile - Automobile Liability Insurance, to include liability coverage, covering all owned, hired and non - owned vehicles, used within North Carolina in connection with the Contract. The minimum combined single limit shall be $250,000.00 bodily injury and property damage; $250,000.00 uninsured/under insured motorist; and $2,500.00 medical payment. REQUIREMENTS - Providing and maintaining adequate insurance coverage is a material obligation of the Vendor and is of the essence of The Contract. All such insurance shall meet all laws of the State of North Carolina. Such Ver: 10/23/18 Page 34 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. insurance coverage shall be obtained from companies that are authorized to provide such coverage and that are authorized by the Commissioner of Insurance to do business in North Carolina. The Vendor shall at all times comply with the terms of such insurance policies, and all requirements of the insurer under any such insurance policies, except as they may conflict with existing North Carolina laws or The Contract. The limits of coverage under each insurance policy maintained by the Vendor shall not be interpreted as limiting the Vendor's liability and obligations under the Contract. 15. GENERAL INDEMNITY: The Vendor shall hold and save the State, its officers, agents, and employees, harmless from liability of any kind, including all claims and losses accruing or resulting to any other person, firm, or corporation furnishing or supplying work, Services, materials, or supplies in connection with the performance of The Contract, and from any and all claims and losses accruing or resulting to any person, firm, or corporation that may be injured or damaged by the Vendor in the performance of The Contract and that are attributable to the negligence or intentionally tortious acts of the Vendor provided that the Vendor is notified in writing within 30 days from the date that the State has knowledge of such claims. The Vendor represents and warrants that it shall make no claim of any kind or nature against the State's agents who are involved in the delivery or processing of Vendor deliverables or Services to the State. The representation and warranty in the preceding sentence shall survive the termination or expiration of The Contract. 16. ELECTRONIC PROCUREMENT: a) Purchasing shall be conducted through the Statewide E-Procurement Service. The State's third -party agent shall serve as the Supplier Manager for this E-Procurement Service. The Vendor shall register for the Statewide E- Procurement Service within two (2) business days of notification of award in order to receive an electronic purchase order resulting from award of this contract. b) THE SUCCESSFUL BIDDER(S) SHALL PAY A TRANSACTION FEE OF 1.75% (.0175) ON THE TOTAL DOLLAR AMOUNT (EXCLUDING SALES TAXES) OF ALL GOODS INCLUDED ON EACH PURCHASE ORDER ISSUED THROUGH THE STATEWIDE E-PROCUREMENT SERVICE. This applies to all purchase orders, regardless of the quantity or dollar amount of the purchase order. The transaction fee shall not be stated or included as a separate item on the invoice. There are no additional fees or charges to the Vendor for the services rendered by the Supplier Manager under this contract. Vendor will receive a credit for transaction fees they paid for the purchase of any item(s) if an item(s) is returned through no fault of the Vendor. Transaction fees are non-refundable when an item is rejected and returned, or declined, due to the Vendor's failure to perform or comply with specifications or requirements of the contract. c) Vendor or its Authorized Reseller, as applicable, will be invoiced monthly for the State's transaction fee by the Supplier Manager. The transaction fee shall be based on a) purchase activity for the prior month, or b) purchases for which the supplier invoice has been paid. Unless Supplier Manager receives written notice from the Vendor identifying with specificity any errors in an invoice for the transaction fee within thirty (30) days of the receipt of invoice, such invoice shall be deemed to be correct and Vendor shall have waived its right to later dispute the accuracy and completeness of the invoice. Payment of the transaction fee by the Vendor is due to the account designated by the State within thirty (30) days after receipt of the invoice for the transaction fee. If payment of the transaction fee is not received by the State within this payment period, it shall be considered a material breach of contract. Pursuant to G.S. 147-86.23, the Service will charge interest and late payment penalties on past due balances. Interest shall be charged at the rate set by the Secretary of Revenue pursuant to G.S. 105-241.21 as of the date the balances are past due. The late -payment penalty will be ten percent (10%) of the account receivable. Within thirty (30) days of the receipt of invoice, Vendor may dispute in writing the accuracy of an invoice. No interest shall be charged on disputed and overdue amounts to the extent the State agrees to reduce or adjust the amount in dispute. The Supplier Manager shall provide, whenever reasonably requested by the Vendor in writing (including electronic documents), supporting documentation from the E-Procurement Service that accounts for the amount of the invoice. d) The Supplier Manager will capture the order from the State approved user, including the shipping and payment information, and submit the order in accordance with the E-Procurement Service. Subsequently, the Supplier Manager will send those orders to the appropriate Vendor on State Contract. The State or State -approved user, not the Supplier Manager, shall be responsible for the solicitation, bids received, evaluation of bids received, award of contract, and the payment for goods delivered. e) Vendor shall at all times maintain the confidentiality of its user name and password for the Statewide E-Procurement Ver: 10/23/18 Page 35 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. Services. If Vendor is a corporation, partnership or other legal entity, then the Vendor may authorize its employees to use its password. Vendor shall be responsible for all activity and all charges by such employees. Vendor agrees not to permit a third party to use the Statewide E-Procurement Services through its account. If there is a breach of security through the Vendor's account, Vendor shall immediately change its password and notify the Supplier Manager of the security breach by email. Vendor shall cooperate with the State and the Supplier Manager to mitigate and correct any security breach. 17. SUBCONTRACTING: Performance under The Contract by the Vendor shall not be subcontracted without prior written approval of the State's assigned Contract Lead. Unless otherwise agreed in writing, acceptance of a Vendor's proposal shall include approval to use the subcontractor(s) that have been specified therein. 18. CONFIDENTIALITY: Any State information, data, instruments, documents, studies or reports given to or prepared or assembled by or provided to the Vendor under The Contract shall be kept as confidential, used only for the purpose(s) required to perform The Contract and not divulged or made available to any individual or organization without the prior written approval of the State. 19. CARE OF STATE DATA AND PROPERTY: The Vendor agrees that it shall be responsible for the proper custody and care of any data owned and furnished to the Vendor by the State (State Data), or other State property in the hands of the Vendor, for use in connection with the performance of The Contract or purchased by or for the State for The Contract. Vendor will reimburse the State for loss or damage of such property while in Vendor's custody. The State's Data in the hands of the Vendor shall be protected from unauthorized disclosure, loss, damage, destruction by a natural event or other eventuality. Such State Data shall be returned to the State in a form acceptable to the State upon the termination or expiration of this Agreement. The Vendor shall notify the State of any security breaches within 24 hours as required by G.S. 14313-1379. See G.S. 75-60 et seq. 20. OUTSOURCING: Any Vendor or subcontractor providing call or contact center services to the State of North Carolina or any of its agencies shall disclose to inbound callers the location from which the call or contact center services are being provided. If, after award of a contract, the contractor wishes to relocate or outsource any portion of performance to a location outside the United States, or to contract with a subcontractor for any such performance, which subcontractor and nature of the work has not previously been disclosed to the State in writing, prior written approval must be obtained from the State agency responsible for the contract. Vendor shall give notice to the using agency of any relocation of the Vendor, employees of the Vendor, subcontractors of the Vendor, or other persons providing performance under a State contract to a location outside of the United States. 21. COMPLIANCE WITH LAWS: Vendor shall comply with all laws, ordinances, codes, rules, regulations, and licensing requirements that are applicable to the conduct of its business and its performance in accordance with The Contract, including those of federal, state, and local agencies having jurisdiction and/or authority. 22. ENTIRE AGREEMENT: This RFP and any documents incorporated specifically by reference represent the entire agreement between the parties and supersede all prior oral or written statements or agreements. This RFP, any addenda hereto, and the Vendor's proposal are incorporated herein by reference as though set forth verbatim. All promises, requirements, terms, conditions, provisions, representations, guarantees, and warranties contained herein shall survive the contract expiration or termination date unless specifically provided otherwise herein, or unless superseded by applicable Federal or State statutes of limitation. 23. ELECTRONIC RECORDS: The State will digitize all Vendor responses to this solicitation, if not received electronically, as well as any awarded contract together with associated procurement -related documents. These electronic copies shall constitute a preservation record and shall serve as the official record of this procurement with the same force and effect as the original written documents comprising such record. Any electronic copy, printout or other output readable by sight shown to reflect such record accurately shall constitute an "original." 24. AMENDMENTS: This Contract may be amended only by a written amendment duly executed by the State and the Vendor. Ver: 10/23/18 Page 36 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. 25. NO WAIVER: Notwithstanding any other language or provision in The Contract, nothing herein is intended nor shall be interpreted as a waiver of any right or remedy otherwise available to the State under applicable law. The waiver by the State of any right or remedy on any one occasion or instance shall not constitute or be interpreted as a waiver of that or any other right or remedy on any other occasion or instance. 26. FORCE MAJEURE: Neither party shall be deemed to be in default of its obligations hereunder if and so long as it is prevented from performing such obligations as a result of events beyond its reasonable control, including without limitation, fire, power failures, any act of war, hostile foreign action, nuclear explosion, riot, strikes or failures or refusals to perform under subcontracts, civil insurrection, earthquake, hurricane, tornado, or other catastrophic natural event or act of God. 27. SOVEREIGN IMMUNITY: Notwithstanding any other term or provision in The Contract, nothing herein is intended nor shall be interpreted as waiving any claim or defense based on the principle of sovereign immunity or other State or federal constitutional provision or principle that otherwise would be available to the State under applicable law. Ver: 10/23/18 Page 37 of 41 Proposal Number: 16-007875 Vendor: Wildlands Engineering, Inc. ATTACHMENT D: LOCATION OF WORKERS UTILIZED BY VENDOR In accordance with NC General Statute 143-59.4, the Vendor shall detail the location(s) at which performance will occur, as well as the manner in which it intends to utilize resources or workers outside of the United States in the performance of this Contract. The State will evaluate the additional risks, costs, and other factors associated with such utilization prior to making an award. Please complete items a, b, and c below. a) Will any work under this Contract be performed outside the United States? ❑ YES ® NO If the Vendor answered "YES" above, Vendor must complete items 1 and 2 below: List the location(s) outside the United States where work under this Contract will be performed by the Vendor, any sub -Contractors, employees, or other persons performing work under the Contract: n/a 2. Describe the corporate structure and location of corporate employees and activities of the Vendor, its affiliates or any other sub -Contractors that will perform work outside the U.S.: n/a b) The Vendor agrees to provide notice, in writing to the State, of the relocation of the Vendor, employees of the Vendor, sub -Contractors of the Vendor, or other persons ❑X YES ❑ NO performing services under the Contract outside of the United States NOTE: All Vendor or sub -Contractor personnel providing call or contact center services to the State of North Carolina under the Contract shall disclose to inbound callers the location from which the call or contact center services are being provided. c) Identify all U.S. locations at which performance will occur: Design: Asheville, NC; Charlotte, NC / Survey: Asheville, NC Ver: 10/23/18 Page 38 of 41 Proposal Number: 16-007875 Vendor. Wildlands Engineering, Inc. ATTACHMENT E: CERTIFICATION OF FINANCIAL CONDITION Name of Vendor: Wildlands En ineerin , Inc. The undersigned hereby certifies that: [check all applicable boxes] ❑ The Vendor is in sound financial condition and, if applicable, has received an unqualified audit opinion for the latest audit of its financial statements. Date of latest audit: ® The Vendor has no outstanding liabilities, including tax and judgment liens, to the Internal Revenue Service or any other government entity. ® The Vendor is current in all amounts due for payments of federal and state taxes and required employment - related contributions and withholdings. ❑ The Vendor is not the subject of any current litigation or findings of noncompliance under federal or state law. ® The Vendor has not been the subject of any past or current litigation, findings in any past litigation, or findings of noncompliance under federal or state law that may impact in any way its ability to fulfill the requirements of this Contract. ® He or she is authorized to make the foregoing statements on behalf of the Vendor. Note: This is a continuing certification and Vendor shall notify the Contract Lead within 15 days of any material change to any of the representations made herein. If any one or more of the foregoing boxes is NOT checked, Vendor shall explain the reason in the space below; Box 1 is not checked, because, although Wildlands is in sound financial condition, our CPA has recommended that a full audit is not necessary for a firm of our size. Our CPA performs an annual CPA review of our financials for our bonding company, produces quarterly statements for our bonding company, and is actively involved in reconciliations and our other regular accounting duties on a monthly basis. Box 4 is not checked, because, On April IElth, 2019 Wildlands was served with a summons and complaint by a former planting subcontractor for a non-flMS project; the complaint alleges Wildlands owes it certain sums of money. Wildlands disputes the allegations and maintains it paid the subcontractor for all work the subcontractor properly performed under the contract. The subcontractor improperly performed work at the subject mitigation site, did not correct the improper work, and thus was not paid for and which work had to be corrected by another planting subcontractor. The subcontractor also invoiced Wildlands for items that were not a part of the contract between Wildlands and the subcontractor. JW--_ b. 08/13/2019 Si aturs Date Shawn D. Wilkerson President Printed Name Title [This Certification must be signed by an individual authorized to speak for the Vendor] Ver 10123/18 Page 39 of 41 Proposal Number: 16-007875 Vendor.- Wildlands Engineering, Inc. ATTACHMENT F: SUPPLEMENTAL VENDOR INFORMATION HISTORICALLY UNDERUTILIZED BUSINESSES Historically Underutilized Businesses (HUBs) consist of minority, women and disabled business firms that are at least fifty-one percent owned and operated by an individual(s) of the categories. Also included in this category are disabled business enterprises and non-profit work centers for the blind and severely disabled. Pursuant to G.S. 143B-1361(a), 143-48 and 143-128.4, the State invites and encourages participation in this procurement process by businesses owned by minorities, women, disabled, disabled business enterprises and non- profit work centers for the blind and severely disabled. This includes utilizing subcontractors to perform the required functions in this RFP. Any questions concerning NC HUB certification, contact the North Carolina Office of Historically Underutilized Businesses at (919) 807-2330. The Vendor shall respond to question #1 and #2 below. a) Is Vendor a Historically Underutilized Business? ❑ Yes X❑ No b) Is Vendor Certified with North Carolina as a Historically Underutilized Business? ❑ Yes ® No If so, state HUB classification: Ver: 10/23/18 Page 40 of 41 Proposal Number: 16-007875 Vendor. Wildlands Engineering, Inc. ATTACHMENT G: VENDOR'S INFORMATION Vendors Primary Contact (or Project Manager) Name: Eric Neuhaus, PE Agency: Wildlands Engineering, Inc. Title: Water Resources Engineer Address: 167-B Haywood Road City: Asheville State/ Zip: NC/ 28806 Telephone: (828) 774-5547 Fax: (704) 332-3306 Email: eneuhaus@wildlandseng.com Vendors Execution Address (Where the contract should be mailed forsignature) Name: Shawn D. Wilkerson Agency: Wildlands Engineering, Inc. Title: President Address: 1430 S. Mint Street, Suite 104 City: Charlotte State/ Zip: NC/ 28203 Telephone: (704) 332-7754 Fax: (704) 332-3306 Email: swilkerson@wildlandseng.com Vendors Payment (Remit To) Address (Where the checks should be mailed (This address should agree with the "Remit -To" address associated with the Vendor's Tax ID. This information must be verified with the Vendor's Corporate Accounting Office) Name: Shawn D. Wilkerson Agency: Wildlands Engineering, Inc. Title: President Address: 1430 S. Mint Street, Suite 104 City: Charlotte State/ Zip: NC/ 28203 Telephone: (704) 332-7754 Fax: (704) 332-3306 Email: swilkerson@wildlandseng.com Ver: 10/23/18 Page 41 of 41 RFP 16-007875 Tasks and Deliverables Format Delivery Method ATTACHMENT H Task # Task Description Task Deliverable Hardcopy (#) Adobe PDF MS Word Digital Survey in AutoCAD Digital Survey in ArcMap E-Mail USB Flash Drive Compact Disc Notes: (.dwg)** (.shp)** Environmental & Project Approved Categorical Exclusion x x Screening Regulatory Agency Post -contract site visit x x Meetine Minutes DMS SPO DMS SPO DMS SPO DMS SPO DMS SPO DMS SPO DMS SPO Draft Conservation Easement x x x x Preliminary Conservation Easement Survey x x x x x x x x Draft Attorney's Report/30-year title search x x Draft Title Attorneys"Schedule A" x x 2 Property ................................................................................................... ......................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Recorded Conservation Easement 1 x x x x x Final Conservation Easement Survey 1 x x x x x x x x x x x ......................................................... Final Attorneys Report/30-year title search; ...... ......... ......... ......... ......... ......... ......... ......... deeds; documentation 1 x Original Title Insurance Policy 1 _ _ x Survey monumentation installation Draft Mitigation Plan 2 .............................................................. Final Draft Mitigation Plan .......... ... 3 including revisions made during deliverable review) ......... ..... ......... Financial Assurance 1 3 I Mitigation Plan & Financial Assurance Final Mitigation Plan 2 documented on As -Built Survey per Task 6 x x x ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. DMS will upload the Final Draft Mitigation Report to the IRT Sharepoint for review by x x x IRT members, and distribute a hardcopy each to USACE and DWR. ............. ____. ...................... ____. ____...... ____. ____. ..... ..... ......... x DMS will distribute the Final Mitigation Plan to the USACE. ................................................................................................................................................................................................................................................................. Vendor will upload to Final Mitigation Plan to the NC Division of Water Resources online document library at the following link: Instructions for uploading documents are found online at the following link: https://edocs.deg.nc.gov/WaterResources/0/doc/620121/Pagelaspx DMS will distribute 1 signed PCN to the USACE, and return 1 signed PCN to the ........................................................ ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. Vendor. The Vendor will upload the returned, signed PCN with the Final Mitigation PCN forms (completed with DMS as 2 Plan to the NC Division of Water Resources online document library at the link Permittee, Vendor as Agent) provided above. 4 Permitting Permits and certifications x x Planting & monitoring 5 installation Written documentation x ............................................. ............................. ............................................................................................................................................................................................................................................................................................................................................................................................................................................. x Draft Baseline Monitoring report, As -Built 1 x x x x Drawings digital.delrverables .......... .......................... ......... ......... ...... ......... ......... .................. ......... ......... ...... ... ......... ......... ......... ......... ......... .......... Baseline Monitoring & As- Final Baseline Monitoring report, As -Built Vendor will upload to Final Baseline Monitoring Report and As 6 Built Drawings Drawings, digital deliverables (including Built Drawings to the NC Division of Water Resources online revisions made during deliverable review & 1 x x x x document library at the link provided above. Quality Control) Draft Annual Monitoring Report & digital 1 x ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. x x deliverables 7-12 Monitoring Years 1-6 Final Annual Monitoring Report &digital Vendor will upload to Final Mitigation Plan to the NC Division of Water Resources deliverables 1 x x x online document library at the link provided above. Draft Annual Monitoring Report#7, 1 x ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. x x Closeout Report & digital deliverables Monitorin Year 7 and g 13 project Closeout Final Annual Monitoring Report #7, Closeout Vendor will upload to Final Mitigation Plan to the NC Division of Water Resources Report& digital deliverables 1 x x x online document library at the link provided above. Technical Proposal Evaluation Criteria Rating Form Offeror: Wildlands Engineering, Inc. Site Name: Laurel Valley Mitigation Site: OPTION 1 River Basin / Catalog Catawba 03050101 Unit: RFP Number: Date of Site Evaluation: TBD Type/Amt of M itigation Offered: Proposal Review TBD Committee: Alternate TBD Attendees: Section 1. Minimum Requirements Yes/No or N/A 1- For stream mitigation projects, does the Technical Proposal adequately document the historical presence of stream(s) on the project site, provide the drainage areas (acres) and provide a ccu rate, process -based descriptions ofaII project stream rea ches a nd tributaries? 2- For proposals that i nclude wetland mitigation, does the technical proposal adequately document the presence of hydri c soil i ndicators (i ncluding soil boring logs prepared by a Li censed Soil Scientist a nd a ma p showing soil boring locations and mapped soil series)? 3- For proposals that i nclude wetland mitigation, does the proposed success hydroperiodfollow the I RTGuidance for the proj ect s ite a nd soil series? I fthe proposed hyd roperiod d iffers from the I RT gu i dance, j ustification must be provi ded i n the RFP. 4- Does the proposal adequately document the physical, chemical and/or biological i mpairments that currently exi ston the projectsite? 5- Does DMS agree with the overa II mitigation a pproach (proposed I evels of i ntervention) presented? [The Tech ni cal Proposal must demonstrate that the proposed mitigation a ctivities a re a ppropriate for exi sting s ite conditionsand watershed characteristics (e.g., adjacentIand use/land cover), andareoptimized toyield maximum fu ncti onal ga ins.] 6- Does DMS agree with the proposed credit structure(s) described in the proposal? 7- Does the proposed project avoid significant a dverse i mpacts to exi sting wetl ands a nd/or streams? 8- Does the proposal adequately describe how the projectwi II advance DMS watershed plan ninggoa Is? 9- For a ny proposed Priority 2 restoration, i s P2j ustified a nd/or limited to "ti e-i ns"? An a nswer of No i n th is s ection mea ns the Tech nical Proposal i s rejected. Continue or Reject? Section 2. Functional Uplift Evaluation Functional Functional Planning Identified Category Functional Stressor Uplift Potential Stressor Check box below if Completethis sectionfor identified stressoris identified Check boxes belowto identify functional stressors ONLY. Selecttheoption through watershed stressors addressed by proposal. that best describes the upl ift potential for planning ■ RWP I LWP the majorityof the projectarea. Non-functioning riparian Low Moderate High Very High >_ buffer / wetl and vegetation ca Sediment Low Moderate High Very High ❑ Nutrients Low Moderate High Very High N C Fecal Coliform Low Moderate High Very High >ro Other Low Moderate High Very High Peak Flows Low Moderate High Very High O Artificial Barriers Low Moderate High Very High O L-i Ditching/Draining Low Moderate High I!V!e!r!yHigh 2 ❑ Other Low Moderate High Ha bitat Fragmentation Low Moderate High Very High Limited Bedform Diversity Low Moderate High Very High F) 2 L� AbsenceofLargeWoody Low Moderate High Very High Debris ❑ Other Low Moderate High Very High Total Count Total � O Count c6 4f — -0 Multiplier Multiplier ro Z5 x1 x3 x6 x10 x4 x6 C V) O CLO Count x Function Count x Planning v Multiplier Multiplier 0 L ca — A Sumof B a Sumof Function Planning Adjusted Risk Factor Total Restoration Restoration Enhancement Total Restoration and Enhancement Feet Risk Adjusted Score and Feet Feet Enhancement Feet (Sum of Function AX Factorc) Enhancement Restoration Feet + ( 2 ) Feet c D Risk Adjusted Score D+ PlanningB = Section 3. General E I Total Function and Planning im1 What percent of the request does the proposed stream project provide? (if applicable) point o 3 points 0 6 points 0 10 points 0 Physical constraints or barriers >5% 2-5% <2% None Easement Continuity >12 8-12 0-8 Project Density I >10 1 8-10 4-8 <4 Total 1 2 1 3 6 Section 4. Final Score and Proposal Rating Total Function and E Planning F Total General Final Score (E+F) Proposal Rating (Final Score x 0.01) M Technical Proposal Evaluation Criteria Rating Form Offeror: Wildlands Engineering, Inc. Site Name: Laurel Valley Mitigation Site: OPTION 2 River Basin / Catalog Catawba 03050101 Unit: RFP Number: Date of Site Evaluation: TBD Type/Amt of M itigation Offered: Proposal Review TBD Committee: Alternate TBD Attendees: Section 1. Minimum Requirements Yes/No or N/A 1- For stream mitigation projects, does the Technical Proposal adequately document the historical presence of stream(s) on the project site, provide the drainage areas (acres) and provide a ccu rate, process -based descriptions ofaII project stream rea ches a nd tributaries? 2- For proposals that i nclude wetland mitigation, does the technical proposal adequately document the presence of hydri c soil i ndicators (i ncluding soil boring logs prepared by a Li censed Soil Scientist a nd a ma p showing soil boring locations and mapped soil series)? 3- For proposals that i nclude wetland mitigation, does the proposed success hydroperiodfollow the I RTGuidance for the proj ect s ite a nd soil series? I fthe proposed hyd roperiod d iffers from the I RT gu i dance, j ustification must be provi ded i n the RFP. 4- Does the proposal adequately document the physical, chemical and/or biological i mpairments that currently exi ston the projectsite? 5- Does DMS agree with the overa II mitigation a pproach (proposed I evels of i ntervention) presented? [The Tech ni cal Proposal must demonstrate that the proposed mitigation a ctivities a re a ppropriate for exi sting s ite conditionsand watershed characteristics (e.g., adjacentIand use/land cover), andareoptimized toyield maximum fu ncti onal ga ins.] 6- Does DMS agree with the proposed credit structure(s) described in the proposal? 7- Does the proposed project avoid significant a dverse i mpacts to exi sting wetl ands a nd/or streams? 8- Does the proposal adequately describe how the projectwi II advance DMS watershed plan ninggoa Is? 9- For a ny proposed Priority 2 restoration, i s P2j ustified a nd/or limited to "ti e-i ns"? An a nswer of No i n th is s ection mea ns the Tech nical Proposal i s rejected. Continue or Reject? Section 2. Functional Uplift Evaluation Functional Functional Planning Identified Category Functional Stressor Uplift Potential Stressor Check box below if Completethis sectionfor identified stressoris identified Check boxes belowto identify functional stressors ONLY. Selecttheoption through watershed stressors addressed by proposal. that best describes the upl ift potential for planning ■ RWP I LWP the majorityof the projectarea. Non-functioning riparian Low Moderate High Very High >_ buffer / wetl and vegetation ca Sediment Low Moderate High Very High ❑ Nutrients Low Moderate High Very High N C Fecal Coliform Low Moderate High Very High >ro Other Low Moderate High Very High Peak Flows Low Moderate High Very High O Artificial Barriers Low Moderate High Very High O L-i Ditching/Draining Low Moderate High I!V!e!r!yHigh 2 ❑ Other Low Moderate High Ha bitat Fragmentation Low Moderate High Very High Limited Bedform Diversity Low Moderate High Very High F) 2 L� AbsenceofLargeWoody Low Moderate High Very High Debris ❑ Other Low Moderate High Very High Total Count Total � O Count c6 4f — -0 Multiplier Multiplier ro Z5 x1 x3 x6 x10 x4 x6 C V) O CLO Count x Function Count x Planning v Multiplier Multiplier 0 L ca — A Sumof B a Sumof Function Planning Adjusted Risk Factor Total Restoration Restoration Enhancement Total Restoration and Enhancement Feet Risk Adjusted Score and Feet Feet Enhancement Feet (Sum of Function AX Factorc) Enhancement Restoration Feet + ( 2 ) Feet c D Risk Adjusted Score D+ PlanningB = Section 3. General E I Total Function and Planning im1 What percent of the request does the proposed stream project provide? (if applicable) point o 3 points 0 6 points 0 10 points 0 Physical constraints or barriers >5% 2-5% <2% None Easement Continuity >12 8-12 0-8 Project Density I >10 1 8-10 4-8 <4 Total 1 2 1 3 6 Section 4. Final Score and Proposal Rating Total Function and E Planning F Total General Final Score (E+F) Proposal Rating (Final Score x 0.01) M --------------------- . 03050101.060020 NC ClearrWater MIanagement' �*%.TrustFund Easement y:j' • -. . 03050101030070 :f�VMorgantonr :, ff 50101060040 , - - 030501010301I -`` •'f fry Morganton . y. North CarolPna/chool for the Deaf Historic District f_ � r rr•� TLVER :ORF Broughton Hospital Historic Distric NCDMS Con ervation f j/•• ` CLYDE VALLEY AIRPORT Project Location South Mountains Game Land South Mounta''LNorth Slope y `1 Five Mile Radius 0 Project Location County Line Municipalities =Catawba 01 River Basin ^'03050101'OS0020' � � .. 1 . • '�� tL '03050101080030 ' "`"��+r��`�` •• 03050101070040 � : e e — • : Historic Districts _ . . . . . ' 0305 090010 Drexel Dunavant Cotton Manufacturing Co - '!Jr . . . . . . . . . Valdese . . >, • �,: fir , �• ,CEO �ME'R'GENCY'MEDICAL AIRPORT , , : �: ©�03050101060050 S v — _ 77 /r Burke County Open Space : : : >•j ' . NC Department of Transportation AeMitigation Site, 03 Yellow Mountain/ Ironmonger Mountain Smith 1 Cliff/Henry Fork River Registered Heritage Area Broughton Hospital/ Keller Knob is y. J V NC Clean Water Management Trust Fund Easement Smith Cliff/ Henry Fork River' • . Foothills Conservancy of T� - North Carolina Preserver �•,� __,.�-,tiS� ms Hill / Little River Uplad's :' Hydrologic Unit Code (14-Digit) Significant Natural Heritage Areas Targeted Local Watersheds - NC Natural Heritage Program Managed Areas : • • • • Water Supply Watershed Local Watershed Plan 0 DMS Conservation Easements �303d Listed Streams : NC Historic Preservation Areas 0� Airports : .................: South Mountains Henry t Fork Watershed + kkWILDLANDS %ENGINEERIfJG Figure 1 Vicinity Map 0 0.75 1.5 Miles Laurel Valley Mitigation Site I I I I t Catawba River Basin (03050101) Burke County, NC 'a 0 0, r Project Parcel 4 4 ■ 1 11 C5m E� Proposed Conservation Easement '� ■{ i� VA Moe -OWN 'i ■ Morganton South, NC USGS 7.5 Minute Topographic Quadrangle Figure 3 USGS Topographic Map W I L D L A N D S 0 250 500 Feet Laurel Valley Mitigation Site E N G I N E E R I N G Catawba River Basin 03050101 I I I I I Burke County, NC � .fr � +Y f" !I !J `�-�.. ,� f! � .1'� `� �'�~l .. �+� ��- fF '� ���,•.!`-. • ��O Ys\ :� i: w§' 4 / � ,_�! , I �' ,.fir '.r" �. -� �,.7'•' I XA ' _�-y _.. -._ _ - -- �1'• f {��/ �`� -i`�` 1. -� l � � � \ r '1 _ ' � �� -�. /`� i~�� ij '�� — �- ''R1F' __ � ' i i�� .1.(f �•� ��r �..r I :,� � rJ '� ,,.` �, `I y..� skyi e r` ter.. "� �ti � ;•+� �, �'�..=�- _ —�'_ _ � �� �:�' ,11�, j � � � , �% w ' ; . �' i ` --•milr__ �! � ��: J 1 �� f Rn !{5 � j _ , yl�l � 1� . •,`� , :I�! r� _t•'� _� ;�� ,' J� J `./� s.a, i .� • a UTl (136-AC) �'� �=L� ,fl � i "+ -�t�L� ••f [ ' f % � �•�l / - lam% -- �. rx r A JA ''o• a L��. r1 rl�� •\ � � .b �. •;r � J goo � �� � a • /%1 1 _ r Parcels Project Parcel Proposed Conservation Easement AaA - Arkaqua loam, 0 to 2% slopes, occasionally flooded CvA - Colvard sandy loam, 0 to 3% slopes, occasionally flooded FaC2 - Fairview sandy clay loam, 8 to 15% slopes, moderately eroded FaD2 - Fairview sandy clay loam, 15 to 25% slopes, moderately eroded Project Streams Non -Project Streams Topographic Contours (5') VOk WILD LAND S &"'1111 EIvGIINEERING oil AaA 00 00 rw_ lhh� ow �A ► ' Z6 ! .. A� r i + t ! " P y 1; L�•. f ! k r r � h ,r �r r'•�ef 3 i Figure 5 Soils Map Laurel Valley Mitigation Site 0 300 600 Feet Catawba River Basin 03050101 1 1 1 1 1 Burke County, NC Project Parcel �► ` �' # =- ! rig Proposed Conservation EasementInternal Crossing ► ,y i .. __ External Crossing s 1'. 4 "' xil . swap - Rutherford Electric Utility Easement (20') t ,.� • . ' .�►. Stream Preservation 50' Internal Crossing Stream Restoration - - �' Non -Project Streams � � ''." �'� _ � ■ Existing Driveway Topographic Contours (5') I r , r OCrossing ID- "loll r IB i•— r Ir 50' External Crossing (Existing Culvert) / 50' Internal Crossing i y Figure 6a Concept Map -Option 1 Laurel Valley Mitigation Site W L D LANDS %XV0 I I I I I k ENGINEERING 0 300 600 Feet Catawba River Basin 03050101 Burke County, NC Project Parcel n Y 4—Co + ; Proposed Conservation Easement 1 MAD Internal Crossing _ _ , f� fr'�• ® External Crossing- F Rutherford Electric Utility Easement (20) _ _ '` _ %'• Stream Restoration ` 50' Internal CrossingOM Stream Preservation r �� Non -Project Streams Existing Driveway Topographic Contours (5') OCrossing ID ASAA • I "Y� 50' External Crossing �+ (Existing Culvert) x 50' Internal Crossing ► 4. .. WILD LAND S ENGINEERING 0 300 600 Feet I I I I I Figure 6b Concept Map - Option 2 Laurel Valley Mitigation Site Catawba River Basin 03050101 rill Burke County, NC INQUIRY M 5733275.5 1 N YEAR: 2009 (FE500 DR Aor 4 folk 1Lw � lut< f P tt s t �'*r'�. • a �" ~ � INQUIRY k 5733275.5 ��Jr /� N YEAR: 1984 = 500' FOR r '4 L•F ,F _ f� - •• - i r 'r�•' Z r '+" .. i+r,k7.!S. _5r 1.i'-!'+:�! _r1�,�y •.k4r I� ','�' 1,.1tF.. 1 r• 4 J l Or el ' Y'� �(' �.� _."i_~.'�._ •'�{' �.., •. '.:• t;•r ;' .+Wig• %-. •ti t L •s �.� F1 } _ �, IF L 1 •} it '�yf ,h•. ' �,' : r•�'' ,�•' } ' �,-}C ��_.-''L+k£� { � 1 �_ _iL �ti w''' .. •• ' J .�Lr. br 1 !r - � Lam' • 1 { ni. �C - 'y{nLa � r. `#'��'! y}� -' � -� f7 4, �,. ,�i- i • • • Vr -M1 it �4 L •'• vL •'� 5t i 3'•. 1� 11 y•• ,' - ' �� � �, •-�r-'o kF"•i� 'ifs r•L'•'. <L i5.{. - :, yY r• 16. %tick . 1, r IMF ' x J JOKL dp �4 .0 do db # - J 4 . At NC DWQ Stream Identification Form Version 4.11 Dater Project/Site.,a Latitude:' •�r`� �� yn Evaluator: �A.. ,A� . County: 1 Longitude: - i &i -total Points: Stream is at least intermittent C Stream Determination circle gno Other 7 if a 78 or perennial if;-,30, J Ephemeral Intermittent erennia e.g. Quad Name: r 1 i_' A. Geomorphology (Subtotal = [ l) Absent Weak Moderate Strong I a, Continuity of channel bed and bank 0 1 2 3 2. Sinuosity of channel along thalweg 0 1 2 3 3. In -channel structure: ex. riffle -pool, step -pool, ripple -pool sequence 0 1 2 4. Particle size of stream substrate 0 1 2 5. Active/relict floodplain 0 1 2 6. Depositional bars or benches 0 1 3 7. Recent alluvial deposits 0 1 2 3 B. Headcuts 4'' '' 1 2 3 9. Grade control 0 0.5 1 1.5 10, Natural valley 0 0.5 1 L 1.5 11. Second or greater order channel No = 0 Yes = 3 "artificial ditches are not rated; see discussio s in manual B. Hydrology (Subtotal = i � ] 12. Presence of Baseflow 0 1 2 3 13. Iron oxidizing bacteria 0 2 1 3 14. Leaf litter 1.5 1 0.5 0 15. Sediment on plants or debris 0 0.5 1 1.5 16. Organic debris lines or piles 0 0.5 1 1.5 17. Sail -based evidence of high water table? No = 0 Yes = 3 C. Bioiogy (Subtotal = 1 V 5 18. Fibrous roots in streambed 3 2 1 0 19. Rooted upland plants in streambed 3 2 1 0 20. Macrobenthos (note diversity and abundance) 0 _ A 2 3 21. Aquatic Mollusks 0 1 2 3 22. Fish 0 0.5 1 1.5 23. Crayfish 0 0.5 1 1.5 24. Amphibians 0 Q4, 1 1.5 25. Algae 0 0:4• 1 1.5 26. Wetland plants in streambed FACW = 0.75; OBL = 1.5 • t_her- *perennial streams may also be identified using other methods. See p. 35 of manual. Notes: r - . C Sketch: 11 NC DWQ Stream Identification Form Version 4.11 Date: 'Z �l ProjecVSite: L qA, Il U Latitude: ? 1� Evaluator: ���I �- County: Longitude: - Total Paints: Stream is at least intermittent �-� Stream Determination (circle ej Other I �• if a 19 or perennial if a 30* n Ephemeral Intermitteerennia e.g. Civad Name: A. Geomorphology (Subtotal = 1._� ) Absent Weak Moderate Strong 1a- Continuity of channel bed and bank 0 1 2 3 2. Sinuosity of channel along thalweg 0 1 2 3 3. In -channel structure: ex. riffle -pool, step -pool, ripple -pool sequence 0 1 2 3 4. Particle size of stream substrate 0 1 2 3_ 5" Active/relict floodpiain 0 1 2 3 6. Depositional bars or benches 0 1 3 7. Recent alluvial deposits 0 1 2 8. Headcuts 0 1 2 3 9. Grade control 0.5 1 1.5 10. Natural valley 0 0.5 1 "5 11. Second or greater order channel No = 0 Yes = 3 a artificial ditches are not rated; see discussions in manual B. Hydrology Subtotal = 12. Presence of Baseflow 0 1 2 3 13. Iron oxidizing bacteria ❑ 1 3 14. Leaf litter 1.5 1 0.5 ❑ 15. Sediment on plants or debris 0 0.5 1 _7> 1.5 16. Organic debris lines or piles 0 0.5 1 1.5 17. Soil -based evidence of high water table? No = 0 Yes = C. Biology (Subtotal = 1 L_ ) - 18. Fibrous roots in streambed __3- 2 1 0 19. Rooted upland plants in streambed 3 2 1 0 20. Macrobenthos (note diversity and abundance) 0 1 2 3 21. Aquatic Mollusks ❑ 1 2 22. Fish _0 0.5 1 1.5 23. Crayfish 0 0.5 1 1,'S 24. Amphibians 6- 0.5 1 1.5 25. Algae 0 0.5 1 # 1.5 26. Wetland plants in streambed FACW = 0.75; OBL = 1.5 Other =_0) .perennial streams may also he identified using other methods. See p. 35 of manual. Notes: 4 Sketch: NC DWQ Stream Identification Form Version 4.11 Date: ProjecSiteL La u f0 Latitude: > C4cj L Evaluator: AA j County: '{ �' +,f Longitude: - Total Points: Stream is at feast intermittent r� if � Igor erenniaf if a 30' � , Stream Determination {�' Ephemeral Intermittent Perennia Other .g. eQuad Name: 11 A. Geomorphology (Subtotal = 1 ` ) Absent Weak Moderate Strong 1a' Continuity of channel bed and bank 0 1 2 (" 3 _ 2. Sinuosity of channel along thalweg 0 1 2 3 3. In -channel structure: ex. riffle -pool, step -pool, ripple -pool sequence 0 1 3 4. Particle size of stream substrate 0 1 2 _ 3� 5. Active/relict floodplain 0 1 ) 3 6. Depositional bars or benches 0 " 1 2 3 7. Recent alluvial deposits 0 1 2- 3 8. Headcuts 07 2 3 9. Grade control 0 0. 1 10. Natural valley 0 0.5 1 1,'a 11. Second or greater order channel No = 0 Yes = "artificial ditches are not rated; see discussions in manual B. Hvdroloav (Subtotal = I o .5 1 12. Presence of Baseflow 0 1 2 r 3 13. Iron oxidizing bacteria ❑ 1 -2 3 14. Leaf litter 1.5 1 0.5 0 15. Sediment on plants or debris 0 0. 1 1.5 16. Organic debris lines or piles 0 0_ lu 1 1.5 17. Soil -based evidence of high water table? No = 0 Yes C. Biolow [Subtotal = 1 "2-, L-5 ) 18. Fibrous roots in streambed 3. '' 2 1 0 19. Rooted upland plants in streambed 3 2 _1 0 20. Macrobentho5 (note diversity and abundance) 0 1 2 3 21. Aquatic Mollusks 0 1 2 3� 22. Fish D 0.5 1 1.5 23. Crayfish 0 0.5 1. 7 1.5 24. Amphibians D 0.5 1 1.5 25. Algae 0 D 1 -- 1.5 26. Wetland plants in streambed FACW = 0.75; OBL = 1.5 , Other = "perennial streams may also be identified using other methods. See p. 35 of manual. Notes: T r 4 Sketch: NC DWQ Stream Identification Form Version 4.11 Date: �f� �r� Project/Site: V Latitude: ' % Evaluator: ' - County: �.. �i Longitude: - ; Total Points: Stream is at feast intermittent r] `j Stream Determin ion (circle one) fi'6 Other if z 19 orperennial if a 34' L = Ephemeral erNf�m tlPerennial e.g. Quad Name: - - A. Geomorphology (Subtotal = ) Absent Weak Moderate Strong 1a' Continuity of channel bed and bank 0 _ 1 2 _ 3 2. Sinuosity of channel along thalweg 0 1 2 3 3. In -channel structure: ex. riffle -pool, step -pool, ripple -pool sequence 0 - �� 2 3 4. Particle size of stream substrate 0 1 2 3 5. Active/relict floodplain 0 Y 1 2 3 6. Depositional bars or benches 0 2 3 7. Recent alluvial deposits 0 1 2 3 B. Headcuts 0 1 2 3 9. Grade control 0 0.5 1 1.5 10. Natural valley 0 0.5 1 1.5 11. Second or greater order channel No = 7, Yes = 3 a artificial ditches are not rated; see discussions in manual B. Hydrology (Subtotal = 1 (.) . 1 ) 12. Presence of Baseflow 0 1 2 3 13. Iron oxidizing bacteria 0 1 2 3 14. Leaf litter 1.5 7 1.7 0.5 0 15. Sediment on plants or debris 0 a. 1 1.5 16. Organic debris lines or plies 0 t 0.5 1 1.5 17. Soil -based evidence of high water table? No = 0 Yes = G. Biology (Subtotal = } 1 B. Fibrous roots in streambed 3 2 0 19. Rooted upland plants in streambed 3 2 1 0 20. Macrobenthos (note diversity and abundance) 0.----- 1 2 3 21. Aquatic Mollusks 1 2 3 22. Fish D 0.5 1 1.5 23. Crayfish 0 0.5 1 1.5 24. Amphibians 0 0.5- ' 1 1.5 25. Algae 0 0.5 , 1 1.5 26, Wetland plants in streambed FACW = 0.75; OBL = 1.5 Other = 0 'perennial streams may also be identified using other methods. See P. 35 of manual. Notes: - Sketch: ti t2- f lk n f F a • RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: I. W1*1d1ands Engineering, Inc. 1430 South Mint Street, Suite 104 Charlotte, NC 28203 Attention: Lee Knight Caffe-ry ■ INSTRUMENT p 2017030946 FOR REGISTRRTION REGISTER OF DEEDS Stephanie R. Norman Burke County, NC 08/12/2019 at 019,36:49 PM Book 2418 Page 120 (4) FEE: $26. 00 INSTRUMENT # 2017030946 SPACE ABOVE THIS LINE FOR RECORDER'S USE MEMORANDUM OF OPTION a s This Memorandum of Option (this "Memorandum") is between John Hewa ("Seller"), and Wl"Idlands Engineering, Inc., a North Carolina corporation ("Buyer"). This memorandum will become effective when all Memorandum will be the date this Memorandum is signed by Seller does hereby give and grant to Buyer easement on a portion of real property comprised of Drive in Morganton, Burke County 740, Page 1512 Property'). "' Property"). This op (the " Lion e) North Carolina, r 4 Tres on March 13, 20220 parties the last have signed it. party to sign it. t, Jr., an individual The date of this -F the right and option to purchase a conservation approximately 72.04 acres located at 3923 Hawkins ecorded in that county's Register of Deeds at Book • The provisions set forth in an, Option Agreement between the parties with an effective date of August 12, 2019 are hereby incorporated in this memorandum. Each party i's signing this emorandu on the date stated below that party's signature. F { a ri r 11 7 + I I BK 24 I 18 PG 121 PF DOC# 2017030946 a BUYER: WILDLANDS ENGINEERING, INC., a North Ca corporq ion By: Date: awn u. vvii '911l') t kerson, President C t rol*ina SELLER: JOHN HEWAT., JR. By: LWOOP Jov F wat, Jr. Date: =1 In 0 U 0 t a BK 2418 PG 122 DOC# 2017030946 r a • is President authorized t T Date.— Mecklenburg County, North Carolina 0 certify that Shawn D. Wilkerson personally appeared before me this, day, acknowledging tn me that he as President, being of Wildlands Engineering, Inc., a Iorth Carolina corpo,ration and that he, o do so, executed the foregoing on behalf of Wildlands Engineering, Inc. .F ■ a Nor Nme Official Signature o Notary �C7 Notary's printed or typed name My commission expires: 3 ■ ZUZ 0 W 4 0 BK 2418 PG 123 DOC# 2017030946 0 0 County, North Carolina 1 certify that the following person persona or she signed the foregoing document: A jW/ e&v a'� o n Name of principal Date: �' (Official Seal) RO ERT W.. BUGG- N0'TdARY ULIC Mecklenbuileg County North Carolaina F 11 Ily appeared before me this day, acknowledging to me that he ti L uffictui 3ignuuure of ivutury Notary's printed or typed name My commission expires.- a'amp c?3a1 4 4 i •