20150636 Ver 1_Year 6 Monitoring Report_2022_20220920

ID#* 20150636 Version* 1
Select Reviewer:
Katie Merritt
Initial Review Completed Date 09/20/2022
Mitigation Project Submittal - 9/20/2022
Is this a Prospectus, Technical Proposal or a New Site?* O Yes O No
Type of Mitigation Project:*
Stream Wetlands Buffer Nutrient Offset
(Select all that apply)
Project Contact Information
Email Address:*
Contact Name:* mherrmann@watershed investment
Michael Herrmann snc.net
Project Information
.....................................................................................................................................................................................................................................................................................................
ID#:* 20150636 Version:* 1
Existing ID# Existing Version
Project Type: DMS • Mitigation Bank
Project Name: Neville Farms Buffer Nutrient Offset Bank
County: Orange
Document Information
Mitigation Document Type:*
Mitigation Monitoring Report
File Upload: NevilleCreek_2022_MY6.pdf 10.08MB
Please upload only one PDF of the complete file that needs to be submitted...
Signature
Print Name:* Michael Herrmann
Signature: *

YEAR 6 (2022) 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#20150636

September 2022
Preparedby:
AxiomEnvironmental,Inc.
218SnowAvenue
Raleigh,NC27603
Phone:[phone]
Preparedfor:
WatershedInvestmentsNC,LLC
1630WeatherfordCircle
Raleigh,NC27604
Phone:[phone]

EXECUTIVESUMMARY
Watershed Investments NC (Sponsor) is pleased to provide the NC Division of Water Resources (DWR) this
Year 6 (2022) 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
th
, 2016.
Investments NC, LLC and the NC Division of Water Resources (DWR) and effective on January 29
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 landowners 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
Main project area located on the north side of Neville
Tract 1 (Gambill/Neville Property) 4.31 ac.
Creek and accessible from Old Greensboro Highway
Area south of Neville Creek and accessible from
Tract 2 (McGee Property) 1.84 ac.
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
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

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, data for four temporary transects were also
collected in areas that were subject to an adaptive management plan. Year 6 (2022) data was collected on
September 20, 2022 by Axiom Environmental and derived an average density of 381.6 planted stems per acre
with an average height of 7.16 feet. When including natural recruits, the site density is 774 stems per acre. It
should be noted that Box Elder (Acer negundo), Black Walnut (Juglans nigra), and Sweet gum (Liquidambar
styraficlua), were not counted during plot data collection as they are less desirable species and were not part of
the initial planting or subsequent supplemental planting efforts.
While both tracts have exceeded success criteria, after reviewing Year-3 (2019) monitoring data, NC Division
of Water Resources (DWR) staff raised concerns over limited plant growth. As a result, an adaptive
management plan was developed by WINC for the Site and approved by the Division (see Appendix C).
Implementation of this plan has commenced and is detailed in Section 3.0 of this report.
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

TableofContents
EXECUTIVE SUMMARY ............................................................................................................................................... i
1.0P ROJECT M ONITORING AND P ERFORMANCE STANDARDS .......................................................................... 1
1.1Project Monitoring Plan .................................................................................................................................. 1
1.2Success Criteria ................................................................................................................................................. 2
2.0M ITIGATION P OTENTIAL .................................................................................................................................... 2
3.0A DAPTIVE M ANAGEMENT P LAN ....................................................................................................................... 3
4.0R EFERENCES .......................................................................................................................................................... 4
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 6A. 2022 Temporary Vegetation Plot Data
Table 7. Planted and Total Stems by Plot and Species
Table 8. CVS Data Summary Table
Table 9. Average Plot Height Summary Table
Permanent Photo Points
Vegetation Plot Photographs
Temporary Transect Photographs
APPENDIX C. ADAPTIVE MANAGEMENT PLAN & STATUS SUMMARY
Year 4 Monitoring Report Addendum Ï Adaptive Management Implementation Status
Table 1. Tree Species and Planting Numbers
Addendum Attachment 1. Adaptive Management Plan
Table 1. Proposed Tree Species
Figure 1. Adaptive Management Areas
Addendum Attachment 2. Vegetation Management Report
Addendum Attachment 3. Soil Testing Report
Addendum Attachment 4. Site Photos and Photo Point Locations
APPENDIX D. SITE MAINTENANCE ACTIVITES MY6
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

1.0 P ROJECT M ONITORING AND P ERFORMANCE 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 white flagging tape and recorded. Data collected will include species, height, planting
type (planted stem or volunteer), vigor, and grid location. Year 6 (2022) CVS data was collected in September
2022 by Axiom Environmental and derived an average density of 381.6 planted stems per acre (excluding
livestakes) (Table 7, Appendix B). Four transects (4x25m) were also conducted in areas identified in the
adaptive management plan. The average density for these transects was 425 stems per acre, the average stem
height was 6.48 feet. The averages for both temporary and permanent plots was 403 stems per acre and an
average height of 6.82 feet. Additionally, recently planted material in the vicinity of plot 7 was extremely
vigorous and had an average height of 4.5 feet. Plant growth by plot and monitoring year is summarized in
Table-9, Appendix B.As a result of previous fescue treatments this plot and vicinity experienced mortality and
was supplementally planted during the spring of 2022 with 16 3-gallon containerized hardwood species. Deer
browse was identified across the site even after treatments with a repellant earlier in the growing season.
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 activities 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.
11
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

Year 4 adaptive implementation measures at Tract 1 included herbicide treatment of fescue (festuca sp.), soil
testing, and subsequent tree planting of the approximate 0.4 acre area around Plot 7, previously identified as
an area of concern by DWR staff. Herbicide treatment was conducted by a licensed Pesticide Applicator from
th
Ripple EcoSolutions on August 7, 2020 using an aquatic-safe glyphosate herbicide with surfactant to control
fescue around Plot 7. Axiom staff noted at a following Site visit that several trees may have been lost in Plot 7
th
due to herbicide treatment. Soil testing of the same area around Plot 7 was conducted on July 9, 2020 to
assess whether lime treatment or other soil amendment was necessary to aid tree growth. Testing results
concluded that soil amendments were not necessary, but slow-release fertilizer tablets were added with newly
th
planted trees. The supplemental tree planting occurred on October 29, 2020 using fifty one-gallon
containerized plants for the Plot 7 area at Tract 1.
th
Year 4 adaptive implementation measures at Tract 2 included soil testing of two locations on July 9, 2020
th
and supplemental tree planting of 1.2 acres on October 29, 2020. One hundred and fifty trees were planted
and flagged at Tract 2.
Year 6 maintenance/adaptive implementation at Tract 1 included the addition of 16 3-gallon potted
hardwood species in the vicinity of Plot 7 this is reflected in the increased stem density of the plot.
Additionally, both Tract 1&2 received herbicide treatments to control invasive species. Herbicide treatments
included both foliar application and cut and paint methods to control unwanted herbaceous and woody
species. 2022 Spray logs and planted material lists are included in Appendix D.
Additional information on adaptive implementation measures is included below in Section 3.0 and in
Appendix C.
All 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
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 M ITIGATION P OTENTIAL
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) Ï
Preservation of Buffers on Subject Streams. Restoration areas meet the requirements of .0295(i) Ï Riparian
Restoration or Enhancement. Nutrient Offset credits are consistent with rules 15A NCAC 02B .024.
22
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

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)
2
1.30 acres Riparian Buffer Restoration = 55,321.2 square feet (ft) of credit
2
0.54 acres Riparian Buffer Preservation = 2330.50 square feet (ft) of credit
As indicated in the SiteÔs 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 FarmsÔ 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 A DAPTIVE M ANAGEMENT P LAN
An Adaptive Management plan has been implemented due to DWRÔs concerns over poor plant growth. Soil
testing was conducted in July of 2020 to determine whether soil amendment measures were necessary to
stimulate tree growth. Herbicide treatment of dense fescue occurred in August of 2020 in the vicinity of Plot
7 at Tract 1, spray logs are included in Appendix C. Follow-up tree planting of the sprayed area in Tract 1 as
well as areas of poor growth in Tract 2 was conducted in October of 2020.
th
, 2020 concluded that the Site was not recommended for lime treatment, however,
Soil testing from July 9
slow-release fertilizer tablets were added with newly planted trees. Testing was conducted at three areas
around the Site using several soil samples from a depth of approximately six inches to create a composite soil
of each area. Test results are included as attachment 3 in Appendix C. Results for the area around Plot 7 at
Tract 1 are listed as site N1. Tract 2 was divided into Side A (south side, listed as N2A) and Side B (north
side, listed as N2B) in the soils report (Figure 1, Appendix C). Although lime treatment was not
recommended, fertilizer tablets were added with new trees due to concerns over poor growth. Each tree was
planted with one 21-gram Scotts Agriform Fertilizer 20N:10P:5K tablet. These slow-release tablets were
utilized to provide consistent plant-available micronutrients for consistent growth.
th
Supplemental tree planting occurred on October 29, 2020 using two hundred containerized one-gallon trees
planted at a spacing of 20 ft x 20 ft. Fifty trees were planted at the 0.4 acre site around Plot 7 at Tract 1 and
one hundred and fifty trees were planted in the 1.2 acre area at Tract 2. Adaptive planting zones are depicted
in Figure 1, Appendix C and a full one-gallon species list is located in Table 1, Appendix C.

33
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

4.0 R EFERENCES
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.

44
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

A
APPENDIX
FIGURES AND TABLES
GENERAL

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
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

NC
Investments
Credit
Delivered Offset
N lbs P lbs
1814.80 106.79
Watershed
for Offsets
89 79
Delivery Factor
Credit
Credit
Total Buffer
Generated Offset
2039.10 135.18
&2)
Appendices
1
Acre
Credit Per
P lbs/ac N lbs P lbs %N %P
(Phases
(lb/30yr/ac)
N
Report
Area (ac)
lbs/ac
2169.26 143.81
Offset Credit Yield
Generated Nutrient
10:1 0.40 4356 1742.4
(ac)
area
Ratio Phase 1
Monitoring
Phase 1
Annual

(2022)
6
Buffer
Preservation
Total Riparian Buffer Credit 0.40 n/a 1742.4
Mitigation Type
Buffer Restoration 0.94 Buffer Restoration 1.27 2754.96 182.64 2451.91 144.29 Buffer Restoration 1.53 3318.97 220.03 2953.88 173.82
Year
Mitigation Type
Farms
Zone
Zone
Buffer
Buffer
Zone A
Total Nutrient Offset Credit 3.74 8113.03 537.85 7220.59 424.90
(0-50 ft)
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 Zone A (0-50 ft) Zone B
(51-100 ft) Zone C (101-200 ft) Neville

NC
n in
Investments
n and
Credit
be reviewed and
514.46 102.52
* Delivered Offset
Watershed
Credit for Offsets
89 79
Delivery Factor
Total Buffer
Acre
Credit Per
Credit
578.05 129.77
* Generated Offset
&2)
Appendices
1
Area (ac)
(Phases
Ratio Phase 2
Report
ient Offset Credit Generation Summary
Generated
Credit Yield
tion Credit 0.54 n/a 2330.50
(lb/30yr/ac)
N P N lbs P lbs %N %P N lbs P lbs
Nutrient Offset
814.15 182.77
rms Buffer Credit Generation Summary
from buffer to nutrient offset. Any transfer of credit from buffer to nutrient must
Monitoring
0.71 0.53 431.50 96.87 384.03 76.53 0.06 48.85 10.96 43.48 8.66
Phase 2
area (ac)

Restoration 1:1 0.53 43,560 23,086.8
Total Riparian Buffer Credit 1.84 n/a 57,651.70
Annual
Mitigation Type
(2022)

6
Buffer Buffer Buffer
Total Riparian Buffer Restoration Credit 1.30 n/a 55,321.20
Total Riparian Buffer Preserva Restoration Restoration Restoration
Year
Mitigation Type
Farms
Buffer Zone
Zone
Buffer
Total Nutrient Offset Credit 1.30 1058.40 237.60 941.97 187.71
Table 1C. Phase 2/Tract 2 Neville Fa Zone A (0-50 ft) Buffer Restoration 1:1 0.71 43,560 30,927.6 Zone B (51-100 ft) Buffer Zone C (101-200) Buffer Restoration 1:1 & 50% 0.06 21,780
1306.8 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 Table 1D. Phase 2/Tract 2 Neville Farms Nutr Zone A (0-50 ft) Zone B (51-100 ft) Zone C (101-200) *Note: In the BPDP, WINC requested buffer mitigation from Phase 2 and is providing
this information for supporting documentatiocase a request is made to transfer credit approved by the Division prior to transfer. In addition, credit calculations changed since submittal
of the BPDP; documentatioapproval from planning for credit calculations are included in Appendix G. Neville

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
DWR Staff Site Visit to review plant growth and adaptive measures - June 11, 2020
Adaptive Management Ï NCDA & CS Soil Testing - July 9, 2020
Adaptive Management Ï Tract 1 Fescue Herbicide Application - August 7, 2020
Adaptive Management Ï Supplemental Tree Planting - October 29, 2020
Year 4 (2020) Annual Monitoring Report October 12, 2020 October 30, 2020
DWR Email Approval of the Adaptive Management Plan - February 23, 2021
Year 5 (2021) Annual Monitoring Report October 06, 2021 October 18, 2021
Year 6 Adaptive Management Ï Containerized Tree Planting March 16 2022 March 16, 2022
Year 6 Adapative Management Ï Herbicide Treatments July 26, 2022 July 27, 2022
Year 6 (2022) Annual Monitoring Report September 2022 October 2022
Table 3. Project Contacts Table
Site Prep and Planting Contractor Surveying
Bruton Natural Systems K2 Design Group
PO Box 1197 5688 US Hwy 70 East
Fremont, NC 27830 Goldsboro, NC 27534
[e-mail] [e-mail]
919-242-6555 919-751-0075
Conservation Easement Preparation Banking Documents and Reports Preparation
Harriss & Marion, PLLC Watershed Investments NC
3326 Durham-Chapel Hill Blvd 1630 Weatherford Circle
P.O Box 51009 Raleigh, NC 27604
Durham, NC 27717 [e-mail]
[e-mail] 919-559-6264
919-493-8421
Nursery/Seedling Supplier Monitoring Services
Dykes and Son Nursery Axiom Environmental Inc
825 Maude Etter Road 218 Snow Avenue
McMinnville, TN 37110 Raleigh, NC 27603
931-668-8833 919-215-1693
[e-mail]
Adaptive Management Plan Contractor
Ripple EcoSolutions
215 Moonridge Road
Chapel Hill, NC 27516
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

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 Tract 1 - Latitude: 35.8917° , Longitude: -79.1281°
longitude) Tract 1 - Latitude: 35.8926° , Longitude: -79.1262°
Project Watershed Summary Information
Physiographic Province Piedmont
River Basin Cape Fear
USGS Hydrologic Unit 14-
USGS Hydrologic Unit 8-digit 03030002 03030002060070
digit
DWQ Sub-basin 03-06-06
Jordan Lake Subwatershed Upper New Hope
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

B
APPENDIX
DATA
VEGETATION

Table 5. Planting List
Table 6. Riparian Buffer Vegetation Totals
Table 6A. 2021 Temporary Vegetation Plot Data
Table 7. Planted and Total Stems by Plot and Species
Table 8. CVS Data Summary
Permanent Photo Points
Vegetation Plot Photographs
Temporary Transect Photographs
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

Table 5. Planting List
Piedmont Alluvial Forest
5.04 acres
Acreage Planted
Total Stems
Species
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. 2022 Riparian Buffer Vegetation Totals
Planted Riparian Buffer
1
Success Criteria Met?
Plot # Stems
(per acre)
1
688 Yes
2
324 Yes
3
364 Yes
4
324 Yes
5
283 Yes
6
283 Yes
7
405 Yes
Project Avg
381.6 Yes
1
Buffer Stems=Native planted hardwood trees. Does NOT include shrubs. No pines. No vines.

Table 6A. 2022 Temporary Vegetation Plot Data
25m x 4m Temporary Plot (Bearing)
Species
T-1 T-2 T-3 T-4
Betula nigra 3 2 -- 3
Diospyros virginiana
-- 2 -- 1
Fraxinus pennsylvanica 4 2 2 2
Liriodendron tulipifera
2 1 5 1
Platanus occidentalis
4 3 3 --
Total Stems
13 10 10 9
Total Stems/Acre
526 405 405 364

Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

0007
01
1
allT
0.02
16.027
0006
01
1
allTPnoLSP
0.02
000516.027
01
1
allTPnoLSP
0.02
2022)
(MY6
000416.027
01
1
allTPnoLSP
Data
0.02
Plot
333
000316.027
01
1
allTPnoLSP
0.02
16.027
0002
01
1
allTPnoLSP
0.02
livestakes
1111111117111227
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including
000116.027
01
1
allTPnoLSP
0.02
recruits
livestakes
livestakes
668446555444556444445
333333333111111333444335331011232221127666222222444444111222111111111111222111111688688849.8323.7323.7485.6364.2364.2647.5323.7323.71862283.3283.3364.2283.3283.3323.7404.7404.7890.3

16.027
171721881299168846779778101022
PnoLSP natural
recruits
excluding
includingand
ACRE
count
(ares)count
Type
natural
(ACRES)
per
Planted
size
Stem Planted
=planted
size
=
Species
All
Stems
all
=includes
BufferCurrent
Species
oakTree
Creek
oakTree
andNameSpecies
10%T
10%T
oakTree
10%P
oakTree
sycamoreTree
persimmonTreered
Neville
Plot
redcedarTree
than
chestnut
than
ashTree
than
walnutTreecherryTree
by
birchTree
less
more
less
Name:
by
by
Stems by
10%PnoLS
but
by
Project
Total
and
NameCommon
16.027.
tulipiferatuliptreeTreerequirements,requirements
styracifluasweetgumTree
virginianacommon
virginianaeastern
Density
occidentalisAmerican
pennsylvanicagreenmichauxiiswamppagodacherrybarkrubranorthernshumardiiShumard's
Planted
requirementsrequirements,
Code nigrablack
meetmeet
serotinablack
nigrariver
7.
for
Scientific
negundoboxelderTree
toto
TableProject AcerBetulabirchTreeBetulaDiospyrosFraxinusJuglansJuniperusLiquidambarLiriodendronPlatanusPrunusQuercusoakTreeQuercusQuercusQuercusQuercus Color ExceedsExceedsFailsFails

6
(2017)
allT
0.15
MY0
1
7
(2017)
allTPnoLSP
0.17
3
7
(2018)MY1
allTPnoLSP
0.17
12
Means
7
(2019)MY2
allTPnoLSP
0.17
Annual
17117
7
(2020)MY3
allTPnoLSP
0.17
111222444999131313
7
(2021)MY4
allTPnoLSP
0.17
MY5
111
livestakes
315445
including
6276631131327151537141423181818171717776661010101010101212121313137773344455555555566666633333555444555222111111111111111111117
(2022)
allTPnoLSP 141413131314141514141414141415151515151514531414801414661313631414601414141414141818141414141414141414141414151515171717661346262154777716678781668383154939394909090
0.17
881099109911991299139910888
MY6
recruits
livestakes
66
livestakes
381.6381.6774.7358.4358.4890.3445.2445.2959.7450.9450.9959.7479.8479.8890.3537.7537.7543.4607607607
PnoLSP
natural
recruits
excluding
ACRE
count(ares)count
includingand
(ACRES)
Type
per
size
natural
Stem
size
Planted
Species
Plantedplanted
=
Stems
=
Species
All
Buffer
all
=includes
Species
Creek
oakTree7
and
10%T
10%T
10%P
oakTree3
Name
Neville
Plot
oakTree3
oakTree1than
sycamoreTree18
than
red
persimmonTree
than
by
redcedarTree
chestnut
ashTree14
walnutTreecherryTreeless
birchTree14more
less
Name:
Common
by
by
Stems by
10%PnoLS
but
by
Project
Total
and
Name
16.027.
tulipiferatuliptreeTree6requirements,requirements
styracifluasweetgumTree
virginianacommon
virginianaeastern
Density
occidentalisAmerican
pennsylvanicagreenmichauxiiswamppagodacherrybarkrubranorthernshumardiiShumard's
Planted
requirementsrequirements,
Code nigrablack
meetmeet
serotinablack
nigrariver
7.
for
negundoboxelderTree
toto
Scientific
TableProject AcerBetulabirchTreeBetulaDiospyrosFraxinusJuglansJuniperusLiquidambarLiriodendronPlatanusPrunusQuercusoakTreeQuercusQuercusQuercusQuercus Color ExceedsExceedsFailsFails

Table8PlantedStemsSummary
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
1 Quercuspagoda0.90.2323
1 Platanusoccidentalis0.83.02353
0.5
1 Platanusoccidentalis3.42.22824
1 Betulanigra5.63.5613
1 Betulanigra5.05.0303
1 Fraxinuspennsylvanica7.23.4702.54
1 Platanusoccidentalis8.21.33883
1 Fraxinuspennsylvanica10.90.8703
1 Betulanigra10.92.1303
1 Fraxinuspennsylvanica10.63.78014
1 Platanusoccidentalis12.73.62823
1 Quercusmichauxii12.82.1352
1 Quercuspagoda13.00.9103
1 Quercusshumardii15.83.9484
1 Fraxinuspennsylvanica15.75.01023
1 Platanusoccidentalis17.80.72824
1
1 Platanusoccidentalis17.81.72584
1
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Liriodendrontulipifera4.01.4103
2
Platanusoccidentalis7.73.34143.34
2
Platanusoccidentalis8.80.43032.64
2
Fraxinuspennsylvanica10.03.92282.33
2
Quercusmichauxii6.45.5783
2
Fraxinuspennsylvanica8.86.62332.23
2
Fraxinuspennsylvanica7.89.32702.34
2
Quercusmichauxii5.28.32021.13
2
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Betulanigra2.22.218023
3
Fraxinuspennsylvanica5.23.24003.34
3
Quercuspagoda9.41.3604
3
Betulanigra7.74.22151.63
3
Fraxinuspennsylvanica5.29.42421.84
3
Fraxinuspennsylvanica2.58.12852.84
3
Betulanigra4.16.31282
3
Quercusmichauxii0.95.9413
3
Liriodendrontulipifera1.20.170
3 4
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Quercusrubra1.52.5403
4
Quercusrubra4.62.3903
4
Quercusrubra2.94.7654
4
Liriodendrontulipifera9.03.5904
4
Betulanigra9.20.210234
4
Fraxinuspennsylvanica5.44.92250.82
4
Betulanigra8.96.9603
4
Betulanigra9.99.1603
4

PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Platanusoccidentalis2.92.58859.74
5
Fraxinuspennsylvanica8.60.31830.83
5
Platanusoccidentalis8.73.07839.64
5
Fraxinuspennsylvanica8.85.91702.23
5
Liriodendrontulipifera6.18.81481.14
5
Betulanigra3.13.9483
5
Quercusmichauxii0.28.8584
5
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Platanusoccidentalis3.63.37408.54
6
Fraxinuspennsylvanica5.51.14453.84
6
Platanusoccidentalis7.23.65508.44
6
Platanusoccidentalis5.25.17638.74
6
Quercusmichauxii7.77.1584
6
Platanusoccidentalis3.97.14765.44
6
Betulanigra1.15.5704
6
PlotSCIENTIFIC_NAMEXYHeight(CM)DBHVigor
Betulanigra9.52.7523
7
Quercusmichauxii1.98.5103
7
Betulanigra1.40.038844
7
Liriodendrontulipifera7.57.4253
7
Betulanigra2.03.51660.84
7
Platanusoccidentalis8.25.11620.94
7
Liriodendrontulipifera6.48.51153
7
Platanusoccidentalis6.26.51304
7
Platanusoccidentalis3.37.51620.84
7
Platanusoccidentalis1.38.91640.84
7

Table9AveragePlotHeightSummaryTable(feet)
PlotMY2MY3MY4MY5MY6
12.092.292.623.474.43
22.73.414.265.67.12
32.132.672.733.745.9
41.521.511.671.99
52.473.514.86.510.66
62.944.786.9410.414.5
71.381.011.40.984.5
SiteAverage2.172.743.484.6

Neville Farms
Permanent Photo Points
Taken September 2022

PP1 PP2

PP3 PP4

Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

Neville Farms
Vegetation Monitoring Photographs
Taken September 2022

Plot 1 Plot 2

Plot 3
Plot 4

Plot 5 Plot 6

Plot 7

Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

Neville Farms
Temporary Transect Photographs
Taken September 2022

T-1 T-2

3.73.7
T-4
T-3
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

C
APPENDIX
MANAGEMENT PLAN & STATUS SUMMARY
ADAPTIVE

Year 4 Monitoring Report Addendum Ï Adaptive Management Implementation Status
Table 1. Tree Species and Planting Numbers
Addendum Attachment 1. Adaptive Management Plan
Table 1. Proposed Tree Species
Figure 1. Adaptive Management Areas
Addendum Attachment 2. Vegetation Management Report
Addendum Attachment 3. Soil Testing Report
Addendum Attachment 4. Site Photos and Photo Point Locations

Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

Year 4 Monitoring Report Addendum - Adaptive Management Implementation Status
Neville Farms Phases 1 & 2
DWR #2015-0636
February 1, 2021
This document summarizes implementation of the Adaptive Management Plan for Neville Farms
submitted by Watershed Investments NC, LLC and approved by the NC Division of Water Resources in a
letter dated July 14, 2020. For your convenience, the approved Adaptive Plan is included as Attachment
1 to this Addendum.
Tract 1
Year 3 Monitoring Observation: In the vicinity of Plot 7, planted stems were exhibiting stunted growth
when compared with surrounding plots. Based on observations, the likely cause for diminished growth
was competition with dense fescue in the area.
Year 4 Adaptive Implementation Measures: The following adaptive management measures have been
implemented on Tract 1:
A licensed pesticide applicator from Ripple EcoSolutions applied an aquatic safe herbicide
thevicinity of Plot 7 on 8/7/2020. Spray logs are included in
Attachment 2. While spraying, carewas taken to avoid existing plant stock, however, during the
thth
monitoring assessment of the areaon October 11 and 12 of 2020, Axiom noted that several
trees in Plot 7 may have been lost toherbicide treatment.
Soil tests of this area were taken on 7/9/2020 to check whether soil amendment was needed to
aid tree growth and to compare the area with the neighboring Tract 1 soils. The soil test results
are included in Attachment 3 as Site N1. Several areas around plot 7 were taken at a depth of
approximately 6 inches to create a composite soil of the area. As indicated in the soil test
results, the emergent hardwood community in and around Plot 7 (i.e., Site N1) was not
recommended for lime treatment. Due to concerns over the lack of growth in the originally
planted trees around Plot 7, each tree was planted with one 21-gram Scotts Agriform Fertilizer
20N:10P:5K tablet. The slow-release tablets provide consistent plant-available micronutrients
for consistent growth across the planting area with minimal leaching and should aid plant
growth.
Follow-up planting of the sprayed area was completed 10/29/20 (See Table 1 for the planting
list). Fifty containerized plants (one-gallon) were planted at a spacing of 20ft x 20ft and the
newly planted stock were flagged. Photos of the new plant stock in the planted area are
included as Attachment .
1

Table 1. One-gallon tree species and planting numbers used on 10/29/20.
Species Common Name Number
Acer negundo Box Elder25
Betula nigra River Birch50
Acer rubrum Red Maple (Only on Tract 2) 25
Quercus phellos Willow Oak 25
Liriodcndron tuiipilala Tulip Poplar 50
Quercus michauxii Swamp Chestnut Oak 25
Total200
Tract 2
Year 3 Monitoring Observation: Lack of vigorous planted stem growth in the majority of the site
outside of Plot 2 with potential causes being herbivory or poor soil conditions. Unlike the Plot 7 area of
Tract 1, fescue density and growth was not vigorous and did not seem to be a likely cause for low
growth in planted stems in Tract 2.
Year 4 Adaptive Implementation Measures: The following adaptive management measures have been
implemented on Tract 2:
Soil tests were taken at the site on 7/9/20 and the results are included in Attachment 3. To
better diagnose the site, Tract 2 was divided into Side A (south side) listed as N2A in the soils
report and Side B (north side) listed as N2B in the soils report. Several soil samples were taken at
a depth of approximately 6 inches to create a composite soil of each side. Like Tract 1, lime soil
amendment was not recommended in the soils results for the emergent hardwood plants. The
same Scotts Agriform fertilizer tablet described for Tract 1 was utilized for new tree plantings in
Tract 2 to help improve plant growth.
Follow-up tree planting of the tract was completed 10/29/20 (See Table 1 for the planting list).
One-hundred-fifty (150) containerized plants (one-gallon) were planted at a spacing of 20ft x20ft
and the newly planted stock were flagged. Photos of the new plant stock in the plantedarea are
included as Attachment .
Remaining Implementation Measures
In the early Spring of 2021, a non-toxic deer repellent will be applied at least once to the plants on Tract
2 to discourage herbivory. A non-toxic repellent safe for wildlife will be used and timed to coincide with
the early budding stage of the newly planted trees.
2

nd
Adaptive Management Plan (2 Submission - 7/12/2020)
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
th
, 2020 to review plant growth and discuss options for
Katie Merritt (DWR) on a visit to the Site on June 11
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 encroachment 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 plant diversity, and address
competition from herbaceous plants.
3

Adpative Management Plan
Herbaceous competition from fescue was observed to be a likely cause of stunted plant growth on Tract 1. On
this tract, 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.
Soil testing of Tract 2 is being undertaken to determine whether the site needs soil amendments prior to the
container planting. Soil amendment will occur as needed based on soil testing. Possible amendments to the soil
include the use of lime to lower acidity and/or fertilization to improve low soil nutrients (e.g., phosphorus, or
potassium) while being careful not to over fertilize. Fertility in Tract 1 was not observed to be a problem.
To increase planted stem density, planting one-gallon container plants will occur on both tracts 1 and 2. On
Tract 2, 150 native hardwood species listed in Table 1 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 solidify the likelihood that plantings at the site will meet success criteria defined in the
Mitigation Banking Instrument at the site close-out.
To assess planting needs, Tract 2 is separated into 2 sides based on topography and existing tree growth. Results
from soil tests and existing tree locations on each side will be used to determine where container plants are
needed to supplement sparse areas of existing tree growth. Soil amendments will be based on soil test findings.
For Tract 1, where the area is smaller, approximately 50 trees will be planted using a more uniform 16-foot
spacing. Of the Table 1 species, Acer rubrum (Red Maple) will not be planted on Tract 1 and only used on Tract
2.Planting of both tracts will occur in the Fall/Winter of 2020/2021 and observed over Year 5 of the
monitoring period.
Due to their more developed root system, the
Table 1. Proposed one-gallon tree species (Note:
container plants will be better enabled to
Species availability may result in the substitution of
overcome herbivory that is suspected to be
regionally appropriate native species.)
affecting the site. In addition, to discourage
herbivory, a deer repellent will be applied at
Species Common Name
least once to the plants on Tract 2 in the spring
Acer negundo Box Elder
of 2021 when trees are in the early budding
stage. A non-toxic repellent safe for wildlife will
Diospyros virginiana Persimmon
be used.
Acer rubrum Red Maple (Only on
Tract 2)
Quercus phellos Willow Oak
Celtis occidentalis Hackberry
Quercus falcata Southern red oak
4

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Tract 1. Photo 1 Around Plot 7 Area.
Tract 1. Photo 2 of plantings in the Plot 7 Area.
10

Tract 2. Side A -Photo 3 near Plot 2.
Tract 2. Side B - Photo 4 near Plot 1.
11

Tract . Sample of newly planted one-gallon tree flagged to aid in its identification.
12

APPENDIX D
MAINTENANCE ACTIVITIES 2022 MY6
SITE
Appendices
NevilleFarmsYear6(2022)AnnualMonitoringReport(Phases1&2)WatershedInvestmentsNC

3GallonPlansfromMellowMarshFarm.Planted3/16/22
QuantityDescription
5Platanusoccidentalis"Sycamore"
1Quercusmichauxii"Swampchestnutoak"
2Liriodendrontulipifera"Tulippoplar"
3Betulanigra"Riverbirch"
5Quercusalba"Whiteoak"