20150636 Ver 1_Adaptive Management Plan V1_20200701

ID#* 20150636 Version* 1
Select Reviewer:*
Katie Merritt
Initial Review Completed Date 07/02/2020
Mitigation Project Submittal - 7/1/2020
Is this a Prospectus, Technical Proposal or a New Site?* r Yes r No
Type of Mitigation Project:*
r Stream r Wetlands W Buffer V Nutrient Offset
(Select all that apply)
Project Contact Information
Contact Name:*
Michael Herrmann
Project Information
...................................................................................
ID#:* 20150636
Existing IDr
Project Type:
Project Name:
County:
Email Address:*
mherrmann@watershedinvestment
snc.net
Version:
*1
Existing Version
r DMS r Mitigation Bank
Neville Farms Buffer and Nutrient Offset
Mitigation Bank
Orange
Document Information
Mitigation Document Type:*
Mitigation Remediation Plans
File Upload: NevilleFarms_ Ada ptiveManagementPlan_V1_1.pdf 7.31MB
Rease upload only one RDFof the corrplete file that needs to be subrritted...
Signature
Print Name:* Michael Herrmann
Signature:*
/ '&'e-W"t' �''?'r,V

Adaptive Management Plan 6/25/2020
Neville Farms Phases 1&2
DWR #2015-0636

Site Overview and History
This Adaptive Management Plan is provided to address concerns over planted stem success at the Neville Farms
Mitigation Bank Parcel (Site). Watershed Investments NC (WINC), the sponsor, originally planted the site in
November-December 2016. The site encompasses 6.15 acres of land along Neville Creek in Orange County
North Carolina and is broken into two tracts separated by Neville Creek (See Figure 1 for a map of the site).
Site activities consisted of approximately 5.04 acres of riparian restoration and approximately 0.94 acres of
riparian preservation. An additional 0.17 acres of Tract 1 is included in the project easement area but is outside
the rule-defined riparian buffer zone and, consequently, is not included for either riparian buffer mitigation or
nutrient offset credit generation.
Year 3 (2019) monitoring data was collected on October 11, 2019 by Axiom Environmental (See Attachment1).
While average density of planted stems per acre were above success criteria of 260 planted stems, in their review
of the report, NC Division of Water Resources (DWR) staff raised concerns over limited plant growth at both
tracts of the Site (See NC DWR Email in Attachment 2) and prompted a visit to review the site.

Staff from Watershed Investments (Mike Herrmann), Axiom Environmental (Phillip Perkinson) accompanied
Katie Merritt (DWR) on a visit to the Site on June 11th, 2020 to review plant growth and discuss options for
corrective measures. In their visit, deer browsing, competition from existing fescue, and poor soils were all sited
as potential causes for limited tree growth in some areas of both tracts. The prevalence of these causes varied
between Tract 1 and Tract 2 but raised concerns over planting success at some areas within the Site. No signs of
easement encroachments were observed during the visit.

The following is a brief summary of observations made of the two tracts during the site visit.

Tract 1 - Planted stem growth was observed to be meeting success criteria throughout the majority of
the mitigation area and numerous natural volunteer plants were observed. Limited plant growth was
observed, however, both within Plot 7 and its immediate surrounding area (See Figure 1). In the Plot 7
area dense fescue was established. Additionally, the plot’s planted stem viability was the lowest of all the
plots (283 stems/acre). Based on field observation, the area of suppressed growth is estimated to be 0.30
acres.

Tract 2 – Both plant diversity and growth were limited in most of the easement area except for the area
within monitoring Plot #2. Potentially causes for these problems were suggested to be poor soil and
plant herbivory. The area affected is shown in Figure 1 and is approximately 1.20 acres.

In response to concerns found in the annual monitoring reports and observed during the visit, the following
adaptive measures are proposed to, increase planted tree density, provide diversity, and address competition from
herbaceous plants.
Adpative Management Plan
Herbaceous competition from fescue was observed to be a likely cause of stunted plant growth. Herbicide will
be used to control fescue. Chemicals labeled safe for use in riparian zones and in aquatic environments will be
mixed and applied at rates labeled for treatment of fescue. Precautions will be taken to avoid collateral damage
to desirable vegetation (both planted and volunteer). Pesticide application will be conducted by a licensed
application specialist and logs will be available upon request. Fescue application will be scheduled soon after
approval of this adaptive management plan.

To increase planted stem density, planting of one-gallon container plants will occur. The container plants will
have a more mature root system that will better enable them to overcome herbivory. Soil testing at the site will
be completed to assess and compare soil conditions. Results from the testing may be used to determine whether
soil supplements are needed.

A mix of native hardwood species will be planted at a density of approximately 100 stems per acre to fill in areas
with low planted stem growth or stunted growth. This density when combined with existing successful plants,
should meet the criteria for site success defined in the site’s Mitigation Banking Instrument. Planting will occur in
the Fall/Winter of 2020/2021 and observed over Year 5 of the monitoring period. Table 1 lists the species
being considered for the site.
Table 1. Proposed one-gallon tree species (Note: Species availability
may result in the substitution of regionally appropriate native species.)
Species Common Name
Liriodendron tulipifera Tulip Poplar
Diospyros virginiana Persimmon
Acer rubrum Red Maple
Quercus michauxii Swamp Chestnut Oak
Quercus alba White oak
Quercus falcata Southern red oak

YEAR 3 (2019) MONITORING REPORT
Neville Farms Buffer and Nutrient Offset Bank Parcel
(Phase 1 & Phase 2)
Jordan Lake Nutrient Strategy - Upper New Hope Subwatershed
Orange County, NC
DWR# 2015‐0636 
October, 2019
Prepared by:  
Axiom Environmental, Inc. 
218 Snow Avenue 
Raleigh, NC 27603 
Phone:  [phone] 
Prepared for:  
Watershed Investments NC, LLC 
1630 Weatherford Circle 
Raleigh, NC  27604 
Phone:  [phone] 
Attachment 1. Year 3 Neville Monitoring Report
Neville Farms Year 2 (2018) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
i 
EXECUTIVE SUMMARY
Watershed Investments NC (Sponsor) is pleased to provide the NC Division of Water Resources (DWR) this
Year 3 (2019) Annual Monitoring Report for the Neville Farms Bank Parcel (Site). The purpose of this
project is to generate Jordan Lake riparian buffer restoration and preservation mitigation credits as well as
nutrient offset credits. The Neville Farms Bank Parcel is included in the Neville Farms Mitigation Banking
Instrument (MBI) for Riparian Buffer Mitigation and Nutrient Offset Credits signed between Watershed
Investments NC, LLC and the NC Division of Water Resources (DWR) and effective on January 29th, 2016.
The MBI is in accordance with 15A NCAC 02B .0295 (Temporary Consolidated Buffer Mitigation Rule,
effective October 24, 2014) and 15A NCAC 02B .0240 (Nutrient Offset Payments Rule).
The Site is located approximately 3 miles southwest of Chapel Hill, NC and one mile upstream of University
Lake. Surface water drainage features at the Site feed into the Upper New Hope subwatershed of Jordan
Lake. The Site is located in the Cape Fear River Basin 14-digit United States Geological Survey (USGS)
Cataloging Unit 03030002060070 of the South Atlantic/Gulf Region (North Carolina Division of Water
Quality [NCDWQ] Sub-basin Number 03-06-06).
Project restoration activities and planting were completed in November-December 2016. Completed project
activities, reporting history, completion dates, project contacts, and project attributes are summarized in
Tables 1-4 (Appendix A).
The site encompasses 6.15 acres of land along Neville Creek, which is a tributary to University Lake south of
Chapel Hill in Orange County North Carolina. Site activities consisted of approximately 5.04 acres of
riparian restoration and approximately 0.94 acres of riparian preservation. An additional 0.17 acres of Tract 1
is included in the project easement area but is outside the rule-defined riparian buffer zone and, consequently,
not included for either riparian buffer mitigation or nutrient offset credit generation.
The Site is comprised of two separate tracts owned by two different land owners and is being mitigated in
two phases. Phase 1 is comprised of Tract I and Phase 2 is comprised of Tract 2. Each phase/tract has its
own credit release schedule for milestones met in accordance with the Neville Farms Mitigation Banking
Instrument (MBI). Though the tracts are adjacent, the division of the Site was necessary based on land use,
land planning, and project crediting. Moving forward; however, project activities for both Tracts are
proceeding on the same schedule. Tract information is as follows.
Tract Acreage Location
Tract 1 (Gambill/Neville Property) 4.31 ac. Main project area located on the north side of Neville
Creek and accessible from Old Greensboro Highway
Tract 2 (McGee Property) 1.84 ac. Area south of Neville Creek and accessible from
Stansbury Road

Orange County is the delegated authority by the NC Environmental Management Commission to conduct
determinations on whether drainage features in their jurisdiction are surface waters and subject to the buffer
rules of the State found in 15A NCAC 02B .0267 (Protection of Existing Riparian Buffers). Orange County
Neville Farms Year 2 (2018) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
ii 
Planning and Inspections assessed the Site and provided their determination on February 9th, 2015 that the
surface water features on the Site are subject to the Rule (Appendix C).
The project has restored and preserved forest adjacent to surface water features to reduce nutrients that flow
into Neville Creek, University Lake, and ultimately Jordan Lake. The project will have ancillary benefits that
include reducing sediment runoff, reducing nutrients to streams through agricultural runoff, and thus,
improving aquatic and terrestrial habitat. Any nutrient offset or riparian buffer mitigation generated from this
Bank Parcel may offset impacts from development, both existing and proposed, within the Upper New Hope
Subwatershed of Jordan Lake, as verified by DWR staff onsite and in a letter dated April 6, 2015 (Appendix
E).
At the request of NC DWR, one (1) additional permanent vegetation plot was installed in the Zone C
Restoration area of Tract 1 during year 1 annual monitoring for a total of five (5) permanent vegetation plots
in Tract 1 and two (2) permanent vegetation plots in Tract 2. During Year 1 (2017), mowing occurred to
reduce herbaceous competition of planted trees. Year 3 (2019) data was collected on October 11, 2019 by
Axiom Environmental and derived an average density of 451 planted stems per acre (excluding livestakes). In
addition, all seven vegetation plots were well above success criteria of 260 planted stems per acre. No
problem areas were observed in Year 3 (2019). 

Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
Table of Contents
EXECUTIVE SUMMARY ............................................................................................................................................... i 
1.0 PROJECT MONITORING AND PERFORMANCE STANDARDS .......................................................................... 1 
1.1 Project Monitoring Plan .................................................................................................................................. 1 
1.2 Success Criteria ................................................................................................................................................. 1 
2.0 MITIGATION POTENTIAL .................................................................................................................................... 2 
3.0  ADAPTIVE MANAGEMENT PLAN ....................................................................................................................... 2 
4.0 REFERENCES .......................................................................................................................................................... 3 

APPENDICES
APPENDIX A. GENERAL FIGURES AND TABLES
Figure 1. Site Location
Figure 2. Current Conditions Plan View
Figure 3. Component and Asset Map
Table 1A. Phase 1/Tract 1 Neville Farms Buffer Credit Generation Summary
Table 1B. Phase 1/Tract 1 Neville Farms Nutrient Offset Credit Generation Summary
Table 1C. Phase 2/Tract 2 Neville Farms Buffer Credit Generation Summary
Table 1D. Phase 2/Tract 2 Neville Farms Nutrient Offset Credit Generation Summary
Table 2. Project Activity and Reporting History
Table 3. Project Contacts Table
Table 4. Project Baseline Information and Attributes
APPENDIX B. VEGETATION DATA
Table 5. Planting List
Table 6. Riparian Buffer Vegetation Totals
Table 7. Planted and Total Stems by Plot and Species
Table 8. CVS Data Summary Table
Permanent Photo Points
Vegetation Plot Photographs

 Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
1 
1.0 PROJECT MONITORING AND PERFORMANCE STANDARDS
1.1 Project Monitoring Plan
Riparian vegetation monitoring for Phase 1 and Phase 2 will be based on the CVS Level 1-2 Protocol for
Recording Vegetation, Version 4.2 (Lee et al. 2008). Annual vegetation monitoring will occur each year during the
fall season with the first year for each Phase occurring at least 5 months after initial planting of the Tract/s.
Vegetation monitoring plots measure 0.0247 acre in size and cover 2% of the planted area. Accordingly, four
(4) permanent vegetative plots will be used to monitor Tract 1 and two (2) permanent vegetative plots will be
used to monitor Tract 2. At the request of NC DWR, one (1) additional permanent vegetation plot was
installed in the Zone C Restoration area of Tract 1 during year 1 annual monitoring for a total of five (5)
permanent vegetation plots in Tract 1 and two (2) permanent vegetation plots in Tract 2 (Figure 2, Appendix
A).
A reference photo will be taken from the southwestern corner of each plot. All planted stems in the plots
will be marked with flagging tape and recorded. Data collected will include species, height, planting type
(planted stem or volunteer), and grid location. Year 3 (2019) CVS data was collected on October 11, 2019 by
Axiom Environmental and derived an average density of 450 planted stems per acre (excluding livestakes)
(Table 7, Appendix B). Planted stems throughout the site were generally vigorous with an average planted
stem height of 2.65 feet (81.5cm).
The Sponsor shall submit to DWR an annual monitoring report for each phase, no later than December 31
of each year for five consecutive years. Reports will document the success of the vegetation and any
maintenance, supplemental planting, or encroachment within the easement areas. As planting and the
monitoring for both Phase 1 and 2 occurred on the same schedule, WINC intends to submit one Monitoring
Report each year for at least 5 years to document the above requirements for both phases. All Monitoring
Reports shall reflect the Phase for which it is being submitted. Monitoring bonds shall be renewed with
confirmation of renewal provided to DWR with each annual monitoring report for each phase. DWR
reserves the right to alter the credit release schedule if monitoring reports are submitted without proof of
bond renewals.
Invasive and noxious species will be monitored annually and controlled as needed so that none become
dominant or alter the desired community structure of the site.
Year 2 maintenance and mitigation activities occurring at the Site included herbicide treatment on local areas
of Japanese Stiltgrass (Microstegium vimineum) and Autumn Olive (Eleagnus umbellata) at Tract 2. These
treatments were conducted on May 25, 2018 with a follow up on August 31, 2018. An aquatic-safe
glyphosate (AquaNeat) herbicide was applied by a licensed Pesticide Applicator to control the invasive
vegetation. Additionally, the conservation easement associated with the project was transferred to Unique
Places to Save on July 26, 2018. This transfer fulfilled the property disposition and long-term management
requirements of the Neville Farms MBI.
Easement boundaries were checked at the time of CVS data collection, there were no signs of encroachment.
1.2 Success Criteria
Pursuant to criteria found in the Temporary Consolidated Buffer Mitigation Rule 15A NCAC 02B .0295 and
Neville Farms MBI, vegetative success for the Site will require the survival of at least 260 planted trees per
 Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
2 
acre at the end of Year 5 based on monitoring data compiled for the site and site visits by the DWR. Natural
recruits will not count towards annual achievement of performance standards; however, they may be taken
into account during review by the NC DWR. Recruitment of volunteer species in the floodplain is
anticipated due to adjacent forests that exist upstream and on the stream bank.
2.0 MITIGATION POTENTIAL
As noted in the Neville Farms MBI, buffer credit determination is subject to the Temporary Buffer Rule 15A
NCAC 02B .0295(h) and (i). Figure 3 (Appendix A) identifies the riparian areas and credit types for Phase 1
and Phase 2.
In accordance with Rule 15A NCAC 02B .0295, the width of the buffer/nutrient credit generation area
begins at the most landward limit of the top of bank or the rooted herbaceous vegetation and extends
landward to a maximum distance of 200 feet. Nutrient offsets are not being generated within the areas
described as Preservation. Preservation areas meet the requirements described in .0295 (m)(2)(D) –
Preservation of Buffers on Subject Streams. Restoration areas meet the requirements of .0295(i) – Riparian
Restoration or Enhancement. Nutrient Offset credits are consistent with rules 15A NCAC 02B .024.
The following is a summary of the Jordan Lake riparian buffer credits and nutrient offset credit calculations
for Phase 1 and Phase 2 of the Site. Detailed credit calculations are included in Tables 1A-1D (Appendix A).
Phase 1 (Tract 1)
 0.40 acres Riparian Buffer Preservation = 1742.4 square feet of credit
 3.74 acres Nutrient Offset = 7220.59 lbs-N delivered and 424.90 lbs-P delivered)
Phase 2 (Tract 2)
 1.30 acres Riparian Buffer Restoration = 55,321.2 square feet (ft2) of credit
 0.54 acres Riparian Buffer Preservation = 2330.50 square feet (ft2) of credit
As indicated in the Site’s MBI, credits generated from riparian buffer restoration activities can be converted
and transferred from buffer credits to nutrient offset credits with Division approval and from nutrient offset
credits to buffer credits. However, when converting from nutrient offsets to buffer, all applicable ratios and
percentages of full credit will apply according to 15A NCAC 02B .0295.
Neville Farms’ Nutrient Offset and Riparian Buffer credits will not be debited within the same area (not
stacked). The Neville Farms Bank will service impacts within the Upper New Hope Subwatershed of Jordan
Lake.
3.0 ADAPTIVE MANAGEMENT PLAN
In the event that the Site, or a specific component of the Site, fails to achieve the defined performance
standards, WINC will develop necessary adaptive management plans and/or implement appropriate remedial
actions for the Site in coordination with DWR. Remedial actions will be designed to achieve the performance
standards specified previously, and will include identification of the causes of failure, remedial design
approach, work schedule, and monitoring criteria that will take into account physical and climatic conditions.

 Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
3 
4.0 REFERENCES
Lee, M.T., R.K. Peet, S.D. Roberts, and T.R. Wentworth. 2008. CVS-EEP Protocol for Recording
Vegetation, Level 1-2 Plot Version 4.2. Ecosystem Enhancement Program, North Carolina
Department of Environment and Natural Resources.

Shafale, M. P., and Weakley, A.S. 1990. Classification of the natural communities of North Carolina, third
approximation. NC Department of Environment and Natural Resources, Natural Heritage Program.
Raleigh, NC.

Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 

APPENDIX A
GENERAL FIGURES AND TABLES

Figure 1. Site Location
Figure 2. Current Conditions Plan View
Figure 3. Component and Asset Map
Table 1A. Phase 1/Tract 1 Neville Farms Buffer Credit Generation Summary
Table 1B. Phase 1/Tract 1 Neville Farms Nutrient Offset Credit Generation Summary
Table 1C. Phase 2/Tract 2 Neville Farms Buffer Credit Generation Summary
Table 1D. Phase 2/Tract 2 Neville Farms Nutrient Offset Credit Generation Summary
Table 2. Project Activity and Reporting History
Table 3. Project Contacts Table
Table 4. Project Baseline Information and Attributes

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Directions to the Site from Raleigh:
- Take 1-40 West out of Raleigh and travel 15.8 miles,
- Take exit 273A to merge onto NC-54 W,
- After 2.9 miles,merge right to stay on NC-54 W (US-15 S, US-501 S),
- After 1.9 miles, take the Jones Ferry Road exit and turn left onto Jones Ferry Road,
- In 2.8 miles, turn right onto Bowden Road, then right on Stansbury Road,
- Site is located on the left side of Stansbury Road after 0.2 miles.
- Site Latitude, Longitude 35.892540,-79.127242 (NAD83/WGS84)
Orange County, NC
Title:
SITE LOCATION
Drawn by:
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Z Date:
JAN 2017
Scale:
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Project No.:
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Appendices Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2)      Watershed Investments NC  Table 1A. Phase 1/Tract 1 Neville Farms Buffer Credit Generation Summary Buffer Zone Mitigation Type Ratio Phase 1 Area (ac) Credit Per Acre Total Buffer Credit Zone A (0-50 ft) Buffer Preservation 10:1 0.40 4356 1742.4 Total Riparian Buffer Credit 0.40 n/a 1742.4  Table 1B. Phase 1/Tract 1 Neville Farms Nutrient Offset Credit Generation Summary Buffer Zone Mitigation Type Phase 1 area (ac) Generated Nutrient Offset Credit Yield (lb/30yr/ac) Generated Offset Credit Delivery Factor for Offsets Delivered Offset Credit N lbs/ac P lbs/ac N lbs P lbs %N %P N lbs P lbs Zone A (0-50 ft) Buffer Restoration 0.94 2169.26 143.81 2039.10 135.18 89 79 1814.80 106.79 Zone B (51-100 ft) Buffer Restoration 1.27 2754.96 182.64 2451.91 144.29 Zone C (101-200 ft) Buffer Restoration 1.53 3318.97 220.03 2953.88 173.82 Total Nutrient Offset Credit 3.74 8113.03 537.85 7220.59 424.90    
Appendices Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2)      Watershed Investments NC Table 1C. Phase 2/Tract 2 Neville Farms Buffer Credit Generation Summary Buffer Zone Mitigation Type Ratio Phase 2 Area (ac) Credit Per Acre Total Buffer Credit Zone A (0-50 ft) Buffer Restoration 1:1 0.71 43,560 30,927.6 Zone B (51-100 ft) Buffer Restoration 1:1 0.53 43,560 23,086.8 Zone C (101-200) Buffer Restoration 1:1 & 50% 0.06 21,780 1306.8 Total Riparian Buffer Restoration Credit 1.30 n/a 55,321.20 Zone A (0-50 ft) Buffer Preservation 10:1 0.46 4356 2003.8 Zone B (51-100 ft) Buffer Preservation 10:1 0.07 4356 304.9 Zone C (101-200) Buffer Preservation 10:1 & 50% 0.01 2178 21.8 Total Riparian Buffer Preservation Credit 0.54 n/a 2330.50 Total Riparian Buffer Credit 1.84 n/a 57,651.70  Table 1D. Phase 2/Tract 2 Neville Farms Nutrient Offset Credit Generation Summary Buffer Zone Mitigation Type Phase 2 area (ac) Generated Nutrient Offset Credit Yield (lb/30yr/ac) * Generated Offset Credit Delivery Factor for Offsets * Delivered Offset Credit N P N lbs P lbs %N %P N lbs P lbs Zone A (0-50 ft) Buffer Restoration 0.71 814.15 182.77 578.05 129.77 89 79 514.46 102.52 Zone B (51-100 ft) Buffer Restoration 0.53 431.50 96.87 384.03 76.53 Zone C (101-200) Buffer Restoration 0.06 48.85 10.96 43.48 8.66 Total Nutrient Offset Credit 1.30 1058.40 237.60 941.97 187.71 *Note: In the BPDP, WINC requested buffer mitigation from Phase 2 and is providing this information for supporting documentation in case a request is made to transfer credit from buffer to nutrient offset. Any transfer of credit from buffer to nutrient must be reviewed and approved by the Division prior to transfer. In addition, credit calculations changed since submittal of the BPDP; documentation and approval from planning for credit calculations are included in Appendix G.   
Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 

Table 3. Project Contacts Table
Site Prep and Planting Contractor
Bruton Natural Systems
PO Box 1197
Fremont, NC 27830
[e-mail]
919-242-6555
Surveying
K2 Design Group
5688 US Hwy 70 East
Goldsboro, NC 27534
[e-mail]
919-751-0075
Conservation Easement Preparation
Harriss & Marion, PLLC
3326 Durham-Chapel Hill Blvd
P.O Box 51009
Durham, NC 27717
[e-mail]
919-493-8421
Banking Documents and Reports Preparation
Watershed Investments NC
1630 Weatherford Circle
Raleigh, NC 27604
[e-mail]
919-559-6264
Nursery/Seedling Supplier
Dykes and Son Nursery
825 Maude Etter Road
McMinnville, TN 37110
931-668-8833
Monitoring Services
Axiom Environmental Inc
218 Snow Avenue
Raleigh, NC 27603
919-215-1693
[e-mail]

Table 2. Project Activity and Reporting History
Activity or Report Data Collection Completion or Delivery
Neville Farms Bank Parcel Mitigation Banking Instrument Signed - January 29, 2016
Orange County Planning & Inspection Determination - February 9, 2015
DWR Staff Site Visit for Project Viability & Service Area Approval - April 6, 2015
Revised BPDP Submitted - June 1, 2016
Revised BPDP Approved - June 9, 2016
Site Preparation & Invasive Controls - November 16-18, 2016
Site Planting - December 21-22, 2016
Restoration work verification site visit with DWR Staff - January 31, 2017
Draft As-Built & Baseline Monitoring Document January 5, 2017 March 20, 2017
Year 1 (2017) Annual Monitoring Report October 11, 2017 October 30, 2017
Year 2 (2018) Annual Monitoring Report October 09, 2018 October 30, 2018
Year 3 (2019) Annual Monitoring Report October 11, 2019 October 30, 2019
Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 

Table 4. Project Baseline Information & Attributes Table
Project Information
Project Name Neville Farms
County Orange
Project Area (acres) Tract 1 = 4.31 acres, Tract 2 = 1.84 acres
Project Coordinates (latitude and
longitude)
Tract 1 - Latitude: 35.8917° , Longitude: -79.1281°
Tract 1 - Latitude: 35.8926° , Longitude: -79.1262°
Project Watershed Summary Information
Physiographic Province Piedmont
River Basin Cape Fear
USGS Hydrologic Unit 8-digit 03030002 USGS Hydrologic Unit 14-
digit 03030002060070
DWQ Sub-basin 03-06-06
Jordan Lake Subwatershed Upper New Hope
Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 

APPENDIX B
VEGETATION DATA

Table 5. Planting List
Table 6. Riparian Buffer Vegetation Totals
Table 7. Planted and Total Stems by Plot and Species
Table 8. CVS Data Summary
Permanent Photo Points
Vegetation Plot Photographs

Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
Table 5. Planting List
Piedmont Alluvial Forest
Acreage Planted 5.04 acres
Species Total Stems
Planted
River Birch (Betula nigra) 535
Green Ash (Fraxinus pennsylvanica) 240
Tulip poplar (Liriodendron tulipifera) 535
American Sycamore (Platanus occidentalis) 535
Swamp Chestnut Oak (Quercus michauxii) 535
Cherrybark Oak (Quercus pagoda) 535
TOTAL 2915

Table 6. 2019 Riparian Buffer Vegetation Totals
Plot # Riparian Buffer Stems1
(per acre) Success Criteria Met?
1 850 Yes
2 405 Yes
3 364 Yes
4 486 Yes
5 405 Yes
6 364 Yes
7 283 Yes
Project Avg 451 Yes
1 Buffer Stems=Native planted hardwood trees. Does NOT include shrubs. No pines. No vines.
 Project Code 16.027.  Project Name: Neville Creek BufferPnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all T PnoLSP‐all TAcer negundo boxelder Tree11 11 7Betula nigra river birch Tree 4 4 4333333111111222141414141414151515151515Diospyros virginiana common persimmon Tree 3 144Fraxinus pennsylvanica green ash Tree333333331711152215116 4131363141460141414141414Juglans nigra black walnut Tree3Liquidambar styraciflua sweetgum Tree 112Liriodendron tulipifera tuliptree Tree3333332262216448111 151537141423181818171717Platanus occidentalis American sycamore Tree666222 222444 141414141414151515171717Prunus serotina black cherry Tree1Quercus oak Tree 2 2 2222444999131313Quercus michauxii swamp chestnut oak Tree111222 111111111444101010121212131313777Quercus pagoda cherrybark oak Tree 3 3 3 1 1 1 1 1 1555555666666Quercus rubra northern red oak Tree 3 3 3111444555222Quercus shumardii Shumard's oak Tree 1 1 111111111111121 21 24 10 10 10 9 9 29 12 12 40 10 10 38 9 9 14 7 7 11 78 78 166 83 83 154 93 93 94 90 90 90778444446666556666334991299139910888850 850 971 405 405 405 364 364 1174 486 486 1619 405 405 1538 364 364 567 283 283 445 451 451 960 480 480 890 538 538 543 607 607 607Table 7 Planted Stems by Plot and SpeciesExceeds requirements, but by less than 10%Fails to meet requirements, by less than 10%Fails to meet requirements by more than 10%Color for DensityExceeds requirements by 10%10.0210.0260.1570.1770.1770.170.0210.0210.02Stem countsize (ares)size (ACRES)Species countStems per ACRE10.0216.027‐01‐0007Annual MeansMY3 (2019) MY2 (2018) MY1 (2017) MY0 (2017)Current Plot Data (MY3 2019)16.027‐01‐0003 16.027‐01‐0004 16.027‐01‐0005 16.027‐01‐000610.021Scientific Name Common NameSpecies Type16.027‐01‐0001 16.027‐01‐0002
Plot SCIENTIFIC_NAME X Y Height (CM) DBH Vigor
1 Quercus pagoda 0.9 0.2 54 3
1 Platanus occidentalis 0.8 3.0 120 1
1 Liriodendron tulipifera 0.7 4.3 20 3
1 Liriodendron tulipifera 3.5 3.8 50 3
1 Platanus occidentalis 3.4 2.2 128 4
1 Betula nigra 5.7 0.0 53 3
1 Betula nigra 5.6 3.5 52 4
1 Betula nigra 5.0 5.0 51 3
1 Fraxinus pennsylvanica 7.2 3.4 40 3
1 Platanus occidentalis 8.2 1.3 193 0.7 4
1 Fraxinus pennsylvanica 10.9 0.8 60 3
1 Betula nigra 10.9 2.1 40 3
1 Fraxinus pennsylvanica 10.6 3.7 60 3
1 Liriodendron tulipifera 10.0 5.0 60 3
1 Platanus occidentalis 12.7 3.6 151 0.3 4
1 Quercus michauxii 12.8 2.1 25 3
1 Quercus pagoda 13.0 0.9 30 2
1 Quercus shumardii 15.8 3.9 36 3
1 Fraxinus pennsylvanica 15.7 5.0 40 Missing
1 Quercus pagoda 17.8 3.6 40 3
1 Platanus occidentalis 17.8 0.7 100 4
1 Platanus occidentalis 17.8 1.7 108 4
2 Liriodendron tulipifera 0.7 1.2 56 2
2 Liriodendron tulipifera 4.0 1.4 80 3
2 Platanus occidentalis 7.7 3.3 198 0.4 4
2 Platanus occidentalis 8.8 0.4 180 0.5 4
2 Fraxinus pennsylvanica 10.0 3.9 115 3
2 Quercus michauxii 6.4 5.5 85 3
2 Fraxinus pennsylvanica 8.8 6.6 100 3
2 Fraxinus pennsylvanica 7.8 9.3 127 4
2 Quercus michauxii 5.2 8.3 48 3
2 Liriodendron tulipifera 1.6 6.6 50 3
3 Betula nigra 2.2 2.2 102 3
3 Fraxinus pennsylvanica 5.2 3.2 131 4
3 Quercus 6.5 1.1 Missing
3 Quercus pagoda 9.4 1.3 50 4
3 Betula nigra 7.7 4.2 70 3
3 Liriodendron tulipifera 6.9 7.2 40 3
3 Fraxinus pennsylvanica 5.2 9.4 100 3
3 Fraxinus pennsylvanica 2.5 8.1 90 4
3 Betula nigra 4.1 6.3 87 4
3 Quercus michauxii 0.9 5.9 Missing
3 Liriodendron tulipifera 1.2 0.1 63 3
Plot SCIENTIFIC_NAME X Y Height (CM) DBH Vigor
4 Quercus michauxii 0.5 0.2 40 3
4 Quercus rubra 1.5 2.5 46 3
4 Quercus rubra 4.6 2.3 40 3
4 Quercus rubra 2.9 4.7 Missing
4 Quercus 7.1 1.0 40 4
4 Liriodendron tulipifera 9.0 3.5 40 4
4 Betula nigra 9.2 0.2 55 3
4 Fraxinus pennsylvanica 5.4 4.9 70 4
4 Betula nigra 8.9 6.9 45 4
4 Liriodendron tulipifera 6.2 7.6 45 2
4 Betula nigra 9.9 9.1 45 3
4 Quercus 1.1 9.6 42 3
4 Quercus rubra 7.1 9.9 47 3
5 Platanus occidentalis 2.9 2.5 271 1.5 4
5 Liriodendron tulipifera 5.5 0.7 62 3
5 Liriodendron tulipifera 6.1 3.4 52 4
5 Fraxinus pennsylvanica 8.6 0.3 80 3
5 Platanus occidentalis 8.7 3.0 300 1.5 4
5 Liriodendron tulipifera 6.2 6.2 61 4
5 Fraxinus pennsylvanica 8.8 5.9 89 3
5 Quercus 9.1 9.3 Missing
5 Liriodendron tulipifera 6.1 8.8 70 4
5 Betula nigra 3.1 3.9 55 3
5 Quercus michauxii 0.2 8.8 35 4
6 Platanus occidentalis 3.6 3.3 251 1.5 4
6 Fraxinus pennsylvanica 5.5 1.1 201 1.1 4
6 Platanus occidentalis 7.2 3.6 230 1 4
6 Platanus occidentalis 9.1 0.7 Missing
6 Platanus occidentalis 5.2 5.1 261 1.5 4
6 Quercus pagoda 7.7 7.1 30 4
6 Quercus michauxii 6.0 9.8 21 4
6 Platanus occidentalis 3.9 7.1 183 0.8 4
6 Quercus 2.6 8.2 Missing
6 Betula nigra 1.1 5.5 68 4
6 Liriodendron tulipifera 9.4 1.0 67 4
7 Quercus michauxii 0.8 0.0 Missing
7 Quercus michauxii 2.6 1.6 0
7 Quercus michauxii 4.2 3.2 25 3
7 Quercus michauxii 0.4 3.4 33 3
7 Betula nigra 7.2 7.4 Missing
7 Betula nigra 9.5 2.7 50 3
7 Quercus rubra 8.9 6.4 10 3
7 Quercus michauxii 6.9 8.7 20 2
7 Quercus michauxii 1.9 8.5 40 2
7 Betula nigra 7.4 1.1 40 3
Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
Neville Farms
Permanent Photo Points
Taken October 11, 2019

PP1
PP4 PP3
PP2
Appendices 
Neville Farms Year 3 (2019) Annual Monitoring Report (Phases 1 &2) Watershed Investments NC 
Neville Farms
Vegetation Monitoring Photographs
Taken October 11, 2019

Plot 1
Plot 4 Plot 3
Plot 5 Plot 6
Plot 7
Plot 2
1
[e-mail]
From:Merritt, Katie <[e-mail]>
Sent:Monday, January 13, 2020 11:09 AM
To:[e-mail]
Subject:RE: [External] FW: Watershed Investments | Continuation Certificate [-Restricted-]
Hey Mike,
I just finished the monitoring report on Friday, and I do have some concerns regarding the health of the trees recorded
in the monitoring report, despite the vigor rating. This is Year 3, and upon my review of the report, >25% of the stems
are smaller this year when comparing the data from 2018. There is nothing in the report that indicates a problem was
observed, but I presume there is an explanation? Some stems were >15cm less than last year. Also observed, is that
>70% of the stems recorded are <3 feet tall for this Year. Of the stems that are actually greater than 3’, they are only
Sycamore, Green Ash and 1 Oak. The pictures provided in the report show lots of weeds and very few trees, and the
easement boundary doesn’t look well marked in PP 1 and PP2.
As a result, I am very concerned that this site is not on trajectory to meeting performance by year 5 considering the
height of the trees is alarmingly small. By Year 3, a majority of your planted stems should be well over 3’, and in
comparison to most bank site’s Year 3 monitoring data, yours is underperforming. Upon allowing a bond reduction,
DWR will need to see the site in late Spring 2020 to determine how representative the plot data is of the entire site as a
whole. It will be at this site visit, that DWR will assess the vegetation condition and determine if a remediation plan will
be required.
Therefore, DWR will not be authorizing a bond reduction at this time. You will need to secure a continuation certificate
for the bond amount currently in place at $44,000. Additionally, only a 5% credit release will be issued upon securing
the continuation certificate. When I have visited the site in Spring 2020, I will determine if the remaining 5% credit
release is warranted at that time.
Thank you,
Katie
From: [e-mail] [mailto:[e-mail]]
Sent: Saturday, January 11, 2020 12:15 PM
To: Merritt, Katie <[e-mail]>
Subject: [External] FW: Watershed Investments | Continuation Certificate [-Restricted-]
CAUTION: External email. Do not click links or open attachments unless you verify. Send all suspicious email as an attachment to
[e-mail]
Hi Katie – Attached is a scanned copy of the bonding document for Neville Farms. Combined with the previously
provided monitoring report, will this suffice for the Task 6 credit release for the Neville site?
-Mike
Attachment 2. NC DWR Comments on Year 3 Neville Monitoring Report