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HomeMy WebLinkAbout20220112 Ver 3_Bonsai 20220112v1 NOBMP Draft_20240315Prepared By: Nutrient Offset and Buffer Mitigation Plan Bonsai Mitigation Site Edgecombe County, North Carolina Tar -Pamlico Basin HUC 03020101 NCDWR No. 20220112 V1 Prepared For: NC Department of Environmental Quality Division of Water Resources At ecoterra Eco Terra, LLC 117 Centrewest Court Cary, NC 27513 409.913.0020 1617 Mail Service Center Raleigh, NC 27699-1617 March 2024 •;i `►sV I b VHB Engineering NC, P.C. 940 Main Campus Dr. Ste. 500 Raleigh, NC 27606 919.754.5019 Table of Contents 1.0 Introduction............................................................................................................................... 2.0 Mitigation Project Summary................................................................................................... 2.1 Project Goals......................................................................................................................... 2.2 Existing Parcel Conditions................................................................................................... 2.3 Site Viability........................................................................................................................... 2.4 Watershed Characterization................................................................................................ 2.5 Soils........................................................................................................................................ 2.6 Existing Vegetative Communities....................................................................................... 2.7 Threatened and Endangered Species................................................................................ 2.8 Cultural Resources................................................................................................................ 2.9 Jurisdictional Resources -Clean Water Act Sections 404/401.......................................... 2.10 FEMA Floodplain Compliance............................................................................................. 2.11 Site Access, Utilities, and Site Constraints......................................................................... 3.0 Site Protection Instrument....................................................................................................... 4.0 Mitigation Work Plan............................................................................................................... 4.1 Parcel Preparation................................................................................................................ 4.2 Restoration Activities............................................................................................................ 4.3 NCDWR As -Built Evaluation................................................................................................ 5.0 Monitoring and Maintenance Plan......................................................................................... 5.1 Monitoring Protocol............................................................................................................. 5.2 Adaptive Management Plan................................................................................................ 6.0 Financial Assurance and Long -Term Management.............................................................. 6.1 Financial Assurances............................................................................................................. 6.2 Long Term Management Plan............................................................................................ 7.0 Project Credits and Credit Release......................................................................................... 8.0 References....................................................................................................................................... Figures Figure 1. Vicinity Map Figure 2. Credit Service Area Figure 3. Existing Conditions Figure 4. USGS Topographic Figure 5. Drainage Areas Figure 6. NRCS 1979 Soil Survey Figure 7. Mitigation Credit Figure 8. Riparian Buffer Zones Figure 9. Monitoring Plan Tables Table 1. Project Goals and Objectives Table 2. Feature Description Table 3. Project Attributes Table 4. Project Features Table 5. Drainage Area and Associated Land Use Table 6. Soil Types and Descriptions Table 7. Potential Federally Protected Species at the Site Table 8. Site Protection Instrument Table 9. Proposed Planting Plan Table 10. Project Credit Tables Table 11. Credit Release Schedule Appendices Appendix A. Site Photographs- February 26, 2024 Appendix B. Historical Aerials Appendix C. On -Site Determination of Applicability to the Tar -Pam River Basin Buffer Rules - April 7, 2022 Site Viability for Buffer Mitigation and Nutrient Offset Letter - August 23, 2022 Appendix D. USFWS Self -Certification Concurrence Email SHPO Request for Review and Response Appendix E. EDR Radius Map Report - Executive Summary Appendix F. Long -Term Stewardship 1.0 Introduction Eco Terra, LLC proposes to provide buffer and nutrient offset mitigation within the 22.8-acre Bonsai Mitigation Site in Edgecombe County, NC, hereinafter referred to as the Project or Site. This Nutrient Offset and Buffer Mitigation Plan (NOBMP) is developed for the Project and covers approximately 22.8 acres of proposed conservation easement under the proposed Bonsai - Umbrella Mitigation Banking Instrument (UMBI). The UMBI is being established between Eco Terra, LLC (Eco Terra) and the NC Division of Water Resources (NCDWR). The Bonsai Site is located approximately seven miles northeast of Rocky Mount (Figure 1). This Project will provide riparian buffer credits and nutrient offset credits for unavoidable impacts due to development in the Tar - Pamlico River Basin, US Geological Survey (USGS) 8-digit hydrologic unit code (HUC) 03020101 (Tar -Pam 01) (Figure 2). The NOBMP is in accordance with the Mitigation Program Requirements for Protection and Maintenance of Riparian Buffers Rule 15A NCAC 02B .0295 (Consolidated Mitigation Rule) and Nutrient Offset Credit Trading Rule 15A NCAC 02B .0703. To access the Project from Raleigh, take 1-40 East and continue on to 1-87 and US-64 East towards Rocky Mount. Continue on US-64 East approximately 57 miles to Exit 470 for NC-97/Atlantic Ave. Head north on NC-97/Atlantic Ave and then turn right onto NC-97/Cool Springs Road at the T- intersection. Proceed approximately 2.5 miles, turn left onto Cool Springs Road, and travel approximately two miles before turning right onto Battleboro-Leggett Road. Once on Battleboro- Leggett Road, the entrance to the Site is approximately 2.3 miles on the right. The Site coordinates are 35.999523,-77.682193. The areas proposed for riparian buffer and nutrient offset credits are located along one jurisdictional stream and four ditches. Proposed buffers extend a minimum of 30-feet outward from the top of bank JOB) and do not extend beyond 200 feet from viable features. 2.0 Mitigation Project Summary The Project will help to reduce future sediment and nutrient loading associated with one unnamed tributary (UT) to Falling Run. It will also improve terrestrial habitats along four ditches by establishing forested buffers that will help to reduce and filter surface runoff from the surrounding fields. The Project will restore forested buffers to a maximum of 200 feet from the TOB. 2.1 Project Goals The primary goal of the Site is to provide ecological and water quality enhancements to the Tar - Pamlico River Basin by restoring riparian areas to expand the riparian corridor along two UTs to Falling Run and the associated ditches. The proposed project supports goals identified in the 2018 Tar -Pamlico River Basin Restoration Priorities (RBRP) by promoting "nutrient and sediment reduction in agricultural areas by restoring and preserving wetlands, streams, and riparian buffers." Table 1 lists the specific enhancements to water quality and the ecological process. *10 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 1 Table 1: Project Goals and Objectives Goal Objectives CU-Wide and RBRP Supported Goals Nutrient inputs will be significantly decreased Promote nutrient and by changing the overall land use from sediment reduction in Reduce nutrient agriculture/pasture to forest. As a result, agricultural areas by restoring levels runoff will be filtered through re-established and preserving riparian buffer areas. buffers. Promote nutrient and Decrease sediment Benefits will be achieved via the reduction of sediment reduction in sediments from agricultural areas due to agricultural areas by restoring inputs continuous maintenance and disturbance. and preserving riparian buffers. Benefits will be achieved through the Promote nutrient and Preserve/restore restoration and preservation of buffer areas sediment reduction in streams, wetlands, allowing for increased infiltration and nutrient agricultural areas by restoring and riparian buffers uptake during precipitation events. and preserving riparian buffers. Continue targeted Protect property in Record a conservation easement. implementation of projects perpetuity under the Buffer programs. Benefits will be achieved by restoring riparian buffer habitats to functioning headwater and D programmatic goal, Restore terrestrial bottomland hardwood forest ecosystems. Nortthh Carolina Genera( Statue habitats These restored habitats will connect to habitats both up and downstream of the 143-214.10 restored/enhanced areas. 2.2 Existing Parcel Conditions The conservation easement associated with the Project covers approximately 22.8 acres and consists of agricultural fields, four ditches (identified and labeled as D12, D13B, D14, and D15), and one UT to Falling Run (denoted as SE) (Figure 3 & Appendix Q. Evidence of livestock management and alteration of the hydrologic regime for agriculture occurs throughout the entire Project area. Currently, the fields are being used for row crop production. Surface and groundwater quickly move across the Site via a well -developed system for conveyance. This water continues flowing towards Falling Run, a tributary of Beech Branch and the Tar River (Figure 4). The Project exhibits approximately 1,030 linear feet of jurisdictional stream channel and 2,650 linear feet of ditches. Table 2 describes these attributes in detail. *10 Bonsai Mitigation Site Draft NCBMP ecolerra. Page 2 Table 2: Feature Description Resource ID Resource Type Length (linear feet) Jurisdictional Connection SE Stream 1,030 Falling Run D12 Ditch 592 SE D13B Ditch 898 SE D14 Ditch 500 SE D15 Ditch 660 SE Table 3: Project Attributes Project Watershed Summary Information Project Name Bonsai Mitigation Site Geographic Location (Lat, Long) 35.999523,-77.682193 River Basin Tar -Pamlico USGS HUC (8-digit, 12-digit) 03020101, 030201010902 Site Protection Instrument To be recorded Total Credits 444,808 RBCs, 21,637 Ibs of N, 1,393 Ibs of P Types of Credits Riparian Buffer and Nutrient Offset NOBMP Date March 2024 Initial Planting Date February 2025 Baseline Report Date March 2025 MY1 Report Date December 2025 MY2 Report Date December 2026 MY 3 Report Date December 2027 MY4 Report Date December 2028 MY5 Report Date December 2029 2.3 Site Viability A representative from the NCDWR met on -site with Eco Terra personnel on February 28, 2022, to assess applicable stream origins of Site resources across the entire Falling Run Mitigation Site. An official Stream Origin Determination Letter was issued on April 7, 2022. NCDWR performed a second site visit on June 8, 2022, to determine the Site's viability for riparian buffer and nutrient offset mitigation. Eco Terra received the Site Viability Letter on August 23, 2022. Both documents cover the entire 133-acre proposed easement area. According to NCDWR, 17 ditches were deemed suitable for riparian buffer and/or nutrient offset credits pursuant to 15A NCAC 02B .0295. There have been no changes to land use since NCDWR's site visit in June 2022. Copies of both NCDWR letters are included in Appendix C and those resources applicable to the Project are summarized in Table 4. %10 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 3 Table 4: Project Features Resource ID Classification Buffer Credit Viable' Nutrient Offset Viable" SE C; NSW Yes Yes D12 N/A Yes Yes D13B N/A Yes Yes D14 N/A Yes Yes D15 N/A Yes Yes 'Must follow requirements stated in NCDWR Letter dated 8/23/2022 2.4 Watershed Characterization The Site is located in the 12-digit HUC 030201010902 and NCDWR Subbasin 03020101. All runoff from the Site flows toward Falling Run. Falling Run is classified by NCDWR as C; NSW. The watershed is dominated by agricultural land and forested areas (Figure 3). There is minimal impervious surface. This subbasin is expected to experience significant population growth due to its proximity to Wake County. Figure 4 depicts topography at the Site and its surrounding areas. Based on elevations presented on the Hartsease and Whitakers, NC US Geological Survey (USGS) 7.5-minute topographic quadrangles, topography gently slopes to the southeast towards the Tar River. Table 5 details the drainage area and landuse of Stream E and the ditches. Table 5: Drainage Areas and Associated Land Use Resource ID Drainage Area acres Drainage Area S .ft. Land Use SE 205 8,929,800 Planted row crops (96%), solar panels (4%) D12* 5.45 237,552 Planted row crops (100%) D13B* 6.73 293,028 Planted row crops (100%) D14* 1 3.97 1 172,867 1 Planted row crops (100%) D15* 1 3.55 1 154,735 1 Planted row crops (100%) * Riparian buffer restoration credits were derived as no greater than a quarter of the drainage area in square feet as required by 15A NCAC 02B .0295 (8)(o). 2.5 Soils The Site soils are mapped on the 1979 Natural Resources Conservation Service Soil Survey as Altavista fine sandy loam, Cape Fear loam, and State loamy sand. Table 6 provides general descriptions of each map unit. Table 6: Soil Types and Descriptions Soil Series Name Description Altavista fine sandy loam consists of well drained soils on smooth flats and AaA-Altavista fine sandy low ridges and shallow areas in stream terraces. Permeability is moderate loam, 0-3% slopes and surface runoff is moderately high. Seasonal high-water table is at 1.5 to 2.5 feet during late winter and early spring. Ca -Cape Fear loam, 0-4% Cape Fear loam consists of very poorly drained soil on broad flats and slopes slightly depressional drainageways in the Coastal Plain. Seasonal high- water table is at or near the surface for several months a year. `10 Bonsai Mitigation Site Draft NCBMP ecolerra. Page 4 Soil Series Name Description State loamy sand consists of well -drained soil on smooth to slightly StB-State loamy sand, 0- rounded, low ridges on stream terraces. Permeability is moderate to 4% slopes moderately rapid and surface runoff is moderate. Seasonal high-water table is at a depth of 6 feet or greater. 2.6 Existing Vegetative Communities Row crop vegetation serves as the dominant vegetative community across the Site. The current crop is soybeans. Less frequently maintained areas such as field edges and drainages consist primarily of early successional vegetation. American pokeweed (Phytolacca americana) and other various early successional weeds are common. There are several small areas exhibiting canopy vegetation along the top of banks of the ditches and tributaries outside this Project. Trees observed were loblolly pine (Pinus taeda), willow oak (Quercus phellos), and sweet gum (Liquidambar styraciflua). The understory and herbaceous layer of these limited areas consists of smaller sweetgum saplings, sea myrtle (Baccharis halimifolia), poison -ivy (Toxicodendron radicans), peppervine (Ampelopsis arborea), blackberry (Rubus pensilvanicus), common greenbrier (Smilax rotundifolia), Virginia creeper (Parthenocissus quinquefolia), and Chinese privet (Ligustrum sinense). Stream channels possess emergent vegetation such as cattails (Typha latifolia), pennywort (Hydrocotyle vulgaris), parrot's feather (Myriophyllum aquaticum), and soft rush (Juncus effusus). The ditches throughout the Project are less diverse, exhibiting only soft rush and bulbous buttercup (Ranunculus bulbosus). 2.7 Threatened and Endangered Species The US Fish and Wildlife Service (USFWS) Information for Planning and Consultation (IPaC) website was checked on February 14, 2024. Three federally protected species, one proposed endangered, and one proposed threatened were listed as potentially occurring on the Site. Additionally, a NC Natural Heritage Program (NHP) data explorer report reviewed on February 14, 2024, identified one federally protected species, bald eagle, occurring within one mile of the Site (Table 7). The Bald and Golden Eagle Protection Act is enforced by the USWFS. Habitat for the bald eagle primarily consists of mature forests that are in proximity to large bodies of water for forage. Nesting sites are typically found in large dominant trees within 1.0 mile of a large body of water. A desktop-GIS assessment of the conservation easement area, as well as the area within a 1.0- mile radius of the Project limits was performed using 2021 color aerials. There are no water bodies large enough to be considered potential feeding sources within the easement area or within 1.0- mile of the Project limits. There are no large trees within the Project that are suitable for nesting. Due to the lack of habitat and minimal impact anticipated with this mitigation site, it has been determined that this project will have no effect on this species. In an e-mail response dated August 2, 2022 (Appendix D), the USFWS concurred with the proposed biological conclusions submitted in a self -certification request for this project. An t'd Bonsai Mitigation Site Draft NOBMP eco,1erra. Page 5 updated self -certification request was submitted on February 15, 2024. An updated concurrence email will be provided if one is received. Table 7: Potential Federally Protected Species at the Site* Federal HabitatStatus Scientific Name Common Name Biological Conclusion Present Halioeetus Bald eagle BGPA No No Eagle Act Permit leucocepholus Required Perimyotis subflavus Tricolored bat Proposed No Not Required Endangered May Affect, Not Likelyog Necturus lewisi Neuse River waterd Threatened No to Adversely Affect Noturus furiosus Carolina madtom Endangered No No Effect Fusconaia masoni Atlantic pigtoe Threatened No No Effect Lasmigona subviridis Green floater Proposed No Not Required Threatened *Checked study area in USFWS IPaC on February 14, 2024. 2.8 Cultural Resources A review of the NC State Historic Preservation Office (SHPO) database (accessed February 14, 2024) was conducted for compliance with Section 106 of the National Historic Preservation Act. The database did not reveal any historic properties located within one mile of the Site listed on or eligible for listing on the National Register of Historic Places (NRHP). Additionally, a scoping letter response from SHPO dated September 14, 2022, indicated no historic properties would be affected (Appendix D). 2.9 Jurisdictional Resources -Clean Water Act Sections 404/401 A preliminary jurisdictional determination (PJD) site visit has not been conducted by the US Army Corps of Engineers (USACE). NCDWR staff has been on -site to verify which features are subject to the Tar -Pamlico Riparian Buffer Rules and which can provide riparian buffer and nutrient offset mitigation credits (Appendix Q. Implementation of this project will not fill or impact any Waters of the United States; therefore, no Section 404 or 401 permits will be required. 2.10 FEMA Floodplain Compliance The Site is located in the 100 Year Floodplain of Swift Creek. A floodplain development permit will be submitted to the Edgecombe County Floodplain Manager once the conservation easement is recorded. Proposed implementation of work will not commence until all required permits have been received. The Site is within one FEMA regulated area as shown on DFIRMS 3720389200K and 3720388200K. The site occurs in Zone AE. 2.11 Site Access, Utilities, and Site Constraints An EDR Radius Map Report with GeoCheck was requested for the entire parcel through Environmental Data Resources, Inc on May 5, 2022. The Federal, State, and Tribal environmental databases list three records that occur within 0.25 miles of the Site, including one leaking *410 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 6 underground storage tank 0.185 miles from the Site, one underground storage tank located 0.217 miles from the Site, and one US mine located 0.003 miles from the Site. The executive summary of the EDR report is included in Appendix D. There are no known utility easements that will interfere with the implementation of the riparian buffer restoration. There are no proposed crossings within the easement. 3.0 Site Protection Instrument The land required for planting, management, and stewardship of the Site includes portions of the parcels listed in Table 8. The parcels will remain in private ownership with a portion protected by a conservation easement. The stewardship of the conservation easement will transfer to a NCDWR approved long-term stewardship group and will be managed under the terms detailed in the approved NCDWR conservation easement. Table 8: Site Protection Instrument Deed Book Site Protection Protected Landowner PIN County and Page Instrument Acreage Number* 3882-90- Conservation Edgecombe 1622/0239 0.67 Bonsai Mitigation, LLC 0327 Easement 3892-02- Conservation Edgecombe 0846/0445 22.13 6539 Easement *The Conservation Easement Deed Book and Page Number will be determined at the time of recording 4.0 Mitigation Work Plan The Project will restore a forested area on land that has been impacted by agriculture. The restored riparian buffers and nutrient offset planting will improve the water quality of downstream receiving waters. Project implementation will generate riparian buffer and nutrient offset credits. The riparian buffer and nutrient offset restoration areas are shown on Figures 7 and 8. 4.1 Parcel Preparation Site preparation may include soil sampling to determine if soil amendments are needed for successful establishment of a forested riparian buffer. Soil amendments may be applied, and invasive species will be treated as needed across the Site. 4.2 Restoration Activities The Site will be planted with appropriate native hardwood tree species. Vegetation management and herbicide applications may be needed in the first three years to prevent invasive species and promote the establishment of planted hardwood trees. The target community type is Coastal Plain Small Stream Swamp (Schafale, 2023). Tree species and permanent seed mix planted across the Site will potentially include the species listed below in Table 9. %10 Bonsai Mitigation Site Draft NCBMP ecolerra. Page 7 Table 9: Proposed Planting Plan Scientific Name Common Name Density Spacing Strata Betula ni ra River birch 5% 10 X 8 Canopy Celtis laevigato Sugarberry 2% 10 X 8 Canopy Diospyros vir iniana Common persimmon 5% 10 X 8 Understory Froxinus pennsylvanica Green ash 2% 10 X 8 Canopy Liriodendron tuli ifera Yellow poplar 5% 10 X 8 Canopy Magnolia virginiona Sweetbay 5% 10 X 8 Understory N ssa biflora Swamp tupelo 5% 10 X 8 Canopy Persea palustris Red bay 5% 10 X 8 Understory Platanus occidentalis Sycamore 2% 10 X 8 Canopy Quercus bicolor Swamp white oak 2% 10 X 8 Canopy Quercus laurifolia Swamp laurel oak 5% 10 X 8 Canopy Quercus lyrata Overcup oak 5% 10 X 8 Canopy Quercus michauxii Swam chestnut oak 5% 10 X 8 Canopy Quercus nigra Water oak 3% 10 X 8 Canopy Quercus pagoda Cherr bark oak 2% 10 X 8 Canopy Quercus phellos Willow oak 5% 10 X 8 Canopy Quercus shumardii Shumard oak 5% 10 X 8 Canopy Taxodium distichum Bald cypress 5% 10 X 8 Canopy Ulmus americana American elm 2% 10 X 8 Canopy Andropogon gerardii Big bluestem N/A N/A Herbaceous/ Permanent seed mix Argostis alba Redtop N/A N/A Herbaceous/Permanent seed mix Carex vulpinoidea Fox sedge N/A N/A Herbaceous/ Permanent seed mix Juncus effusus Soft rush N/A N/A Herbaceous/ Permanent seed mix Juncus coriaceus Leathery rush N/A N/A Herbaceous/ Permanent seed mix Panicum virgatum Switchgrass N/A N/A Herbaceous/ Permanent seed mix Pennisetum glaucum Pearl top millet N/A N/A Herbaceous/ Permanent seed mix Setaria italica Foxtail millet N/A N/A Herbaceous/ Permanent seed mix Sorghastrum nutans Indian grass N/A N/A Herbaceous/ Permanent seed mix A density of approximately 600 to 800 trees per acre is proposed for the initial planting and is expected to be sufficient to meet the performance standards of 260 stems per acre after five years outlined in Rule 15A NCAC 02B .0295. A minimum of eight species will be planted, and species will be mixed to provide diversity of hardwood trees across the Site. No one tree species will be greater than 50% of planted stems. Planted tree species may differ from species listed in Table 9 1%1 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 8 due to availability of trees at the time of planting. A seed mix will be applied in areas where bare soil or limited herbaceous vegetation is present. The seed mix will include native grasses and will provide temporary and permanent ground cover for stabilization. The proposed planting area is depicted as credit area on Figure 7. Planting is scheduled for installation in February 2025. 4.3 NCDWR As -Built Evaluation Eco Terra will submit a written notification to NCDWR within 30-days following project planting that all buffer and nutrient offset mitigation activities have been completed and the conservation easement boundary has been marked. The credit release schedule may be modified or delayed if written notice is not submitted within 30-days. 5.0 Monitoring and Maintenance Plan 5.1 Monitoring Protocol Monitoring will occur in all seven years, but detailed monitoring reports will only be provided to NCDWR in Monitoring Years 1, 3, and 5. Permanent vegetation monitoring plots will be installed within the 22 acres of planted riparian buffer and nutrient offset areas to monitor survival of planted trees. In order to adequately monitor the vegetation, the planted area will be monitored in 100-m2 plots. A total of 12 fixed 100-m2 plots will be established and located in the riparian buffer and nutrient offset credit areas (Figure 9). An additional six 100-m2 random plots will be surveyed each year for a total of 18 vegetation plots. Vegetation assessment will follow the Carolina Vegetation Survey (CVS) Level 2 Protocol for Recording Vegetation (2008). A reference photo will be taken from the origin of each plot. All planted stems will be flagged and recorded. The measures of vegetative success for the Site will be survival of at least four native hardwood tree species, where no one species is greater than 50 percent of stems, at a stem density of at least 260 stems per acre after five years. Native volunteer species may be included to meet the performance standards upon written approval by NCDWR. Invasive species will be monitored and treated. A visual assessment of the conservation easement will be performed each year. This inspection will evaluate: • Any potential encroachment; • Effectiveness of invasive species management; • Any potential beaver activity; • Diffuse flow within restored buffer areas; • Condition of easement markers; and • Any land disturbance that may impact the restored buffer areas. *410 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 9 Annual mowing between planted tree rows may occur for at least the first two growing seasons to establish row integrity for site monitoring and subsequent supplemental planting and herbaceous competition control. 5.2 Adaptive Management Plan Remedial actions will be implemented as part of an adaptive management plan to address components of the Site that are failing to meet success criteria. The source of failure and methods needed to rectify the failure will be identified as part of the remedial actions. 6.0 Financial Assurance and Long -Term Management 6.1 Financial Assurances Following approval of the Bonsai Mitigation Site NOBMP, Eco Terra will provide a Performance Bond from a surety that is rated no less than an "A-" as rated by A.M. Best. The Performance Bond amount will be 100% of the estimated cost for implementation of the Project as described in the BPDP, but not less than $150,000. In lieu of posting the performance bond, Eco Terra may elect to construct the project prior to the first credit release. In that case, no performance bond will be necessary. After completion of the restoration/construction, a separate Performance/Maintenance Bond will be secured for 100% of the estimated cost to implement the maintenance and monitoring plan for a term of one year and be extended annually for a minimum of five years. Upon NCDWR approval, this may be lowered each year based on the adjusted cost to complete the monitoring. Performance bonds for monitoring shall be renewed at least annually to cover the next year's monitoring period, with confirmation of renewal provided to NCDWR with each annual monitoring report, when applicable. NCDWR reserves the right to alter the credit release schedule if monitoring reports are submitted without proof of bond renewals, when applicable. 6.2 Long Term Management Plan Upon closeout of the project as approved by NCDWR, the Site conservation easement will be transferred to an approved NCDWR long-term stewardship group. The larger parcel will remain in private ownership. The long-term manager will be Southern Conservation Trust (SCT) and will be responsible for periodic inspection of the Site to ensure that the restrictions documented in the recorded easement are upheld in perpetuity. 7.0 Project Credits and Credit Release This Site has the potential to generate up to 444,808 ftz of riparian buffer credits and 414,663 ft' (21,637 Ibs of N and 1,393 Ibs of P) of nutrient offset credits within a 22.8-acre conservation easement (Figure 7). The credits will be derived from riparian buffer restoration and will service the Tar -Pam 01 watershed. The drainage area of the ditches D12, 13B, 14, and 15 are four times the size of the riparian buffer restoration credit areas, in accordance with all portions of 15A NCAC 02B .0295 (o)(8). Also, some of the proposed riparian buffer credits, where allowed, can be Bonsai Mitigation Site Draft NOBMP ecolerra. Page 10 converted to nutrient offset credit in accordance with the Nutrient Offset Credit Trading Rule, 15A NCAC 02B .0703. In accordance with the UMBI, any credit conversions must be calculated using the guidance provided in the Clarified Procedures for Calculating Buffer Mitigation Credits and Nutrient Offset Credits letter issued in November 2019 by NCDWR. Upon receiving written approval from NCDWR, riparian buffer restoration credits, within the 0 to 200-foot zone along SE, and 0 to 50-foot zone along D12, D1313, D14 and D15 can be converted to nutrient offset credit, generating up to 27,045 Ibs of N and 1,741 Ibs of P offset credit. The total potential riparian buffer mitigation and nutrient offset credits that the Project will generate were calculated using the NCDWR "Project Credit Table Template (Updated July 2023)" and are presented in Table 10. Figure 8 depicts riparian zones of 50, 100, and 200 feet from the top of bank to demonstrate width requirements for crediting. There will be three credit ledgers: Riparian Buffer, Nitrogen, and Phosphorus. Table 11 shows the credit release schedule per NCDWR requirements. *10 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 11 Table 10. Bonsai Mitigation Site, Riparian Buffer and Nutrient Offset Tar -Pamlico 03020101 Project Area N Credit Conversion Ratio (ft2/pound) P Credit Conversion Ratio (ft2/pound) 19.16394 297.54099 Credit Type Location Subject? (enter NO if ephemeral or ditch' Feature Type Mitigation Activity Min -Max Buffer Width (ft) Feature Name 2 Total Area (k) Total (Creditable) Area of Buffer 2 Mitigation (ft) Initial Credit Ratio (x:l) %Full Credit Final Credit Ratio (x:l) Convertible to Riparian Buffer? Riparian Buffer Credits Convertible to Nutrient Offset? Delivered Nutrient Offset: N (Ibs) Delivered Nutrient Offset: P (Ibs) Buffer Rural Yes I / P Restoration 0-100 Stream E (SE) 204,497 204,497 1 100% 1.00000 Yes 204,497.000 Yes 10,670.927 687.290 Buffer Rural Yes I/ P Restoration 101-200 Stream ELSE) 109,698 109,698 1 33% 3.03030 Yes 36,200.376 Yes 5,724.188 368.682 Buffer Rural No Ditch Restoration 0-50 D12 51,506 51,506 1 100% 1.00000 Yes 51,506.000 Yes 2,687.652 173.106 Nutrient Offset Rural No Ditch Restoration 0-100 D12 51,616 51,616 1 1 100% 1.00000 No - Yes 2,693.392 173.475 Nutrient Offset Rural No Ditch Restoration 101-200 D12 49,594 49,594 1 33% 3.03030 No - Yes 2,587.881 166.680 Buffer Rural No Ditch Restoration 0-50 D13B 70,706 70,706 1 100% 1.00000 Yes 70,706.000 Yes 3,689.534 237.634 Nutrient Offset Rural No Ditch Restoration 0-100 D13B 77,214 77,214 1 100% 1.00000 No - Yes 4,029.130 259.507 Nutrient Offset Rural No Ditch Restoration 101-200 D13B 72,421 72,421 1 33% 3.03030 No - Yes 3,779.025 243.398 Buffer Rural No Ditch Restoration 0-50 D14 43,216 43,216 1 100% 1.00000 Yes 43,216.000 Yes 2,255.069 145.244 Nutrient Offset Rural No Ditch Restoration 0-100 D14 38,144 38,144 1 100% 1.00000 No - Yes 1,990.405 128.197 Buffer Rural No Ditch Restoration 0-50 D15 38,683 38,683 1 100% 1.00000 Yes 38,683.000 Yes 2,018.531 130.009 Nutrient Offset Rural No Ditch Restoration 0-100 D15 88,647 88,647 1 100% 1.00000 No - Yes 4,625.719 297.932 Nutrient Offset Rural No Ditch Restoration 101-200 D15 37,027 37,027 1 33% 3.03030 No - Yes 1,932.118 124.443 Totals (ft2): Total Buffer (ft2): Total Nutrient Offset (ft2): 932,969 1 932,969 444,808.376 48,683.571 3,135.597 528,306 518,306 414,663 N/A Total Ephemeral Area (ft) for Credit Total Eligible Ephemeral Area (ft) Enter Preservation Credits Below Total Eligible for Preservation (ft) x Credit Type Location Subject? Feature Type Mitigation Activity Min-MaWidth (ftBu)ffer Feature Name Preservation Area Subtotals TOTAL AREA OF BUFFER MITIGATION (TABM) Mitigation Totals Square Feet Credits Restoration: 518,306 444,808.376 Enhancement: 0 0.000 Preservation: 0 0.000 Total Riparian Buffer: 518,306 444,808.376 TOTAL NUTRIENT OFFSET MITIGATION Mitigation Totals I Square Feet Credits Nutrient Offset: Nitrogen: 414,663 21,637.670 I Phosphorus: 1,393.632 NOW Bonsai Mitigation Site ecoJterra. 0 0 129,577 0.0% 172,769 0.0% Total Area (sf) Total (Creditable) Area for Buffer Mitigation (ft2) 0 0 phemeral Reaches as % TABM 'reservation as % TABM Initial Credit %Full Credit Final Credit Riparian Ratio (x:l) Ratio (x:1) 1 Buffer Credits Draft BPDP Page 12 Table 11: Credit Release Schedule % Credit Available Task Project Milestone for Sale BPDP Approved by DWR, Conservation Easement 1 Recorded* and Financial Assurance Posted 20 Mitigation Site Earthwork, Planting and Installation of 2 Monitoring Devices Completed 20 Monitoring Financial Assurance Posted and Approval of 3 As -Built Report 10 4 Monitoring Report #1: Approved by the DWR* 10 5 Monitoring Report #2: Approved by the DWR* 10 6 Monitoring Report #3: Approved by the DWR* 10 Item 13(1) of Section X in the Eco Terra Tar -Pamlico 01 UMBI has been completed and approved by NCDWR. 5 No remaining credits released until the conservation easement has been assigned to an approved long-term steward. 8 Monitoring Report #4: Approved by the DWR* 5 Monitoring report #5: Approved by NCDWR final site visit 9 by DWR has been conducted. 10 Total: 100 * DWR Approval provided upon a determination that the site is meeting success criteria contained within the approved BPDP *410 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 13 8.0 References Federal Emergency Management Act (FEMA). 2007. DFIRM 3720389200K. Federal Emergency Management Act (FEMA). 2007. DFIRM 3720388200K. Lee, Michael, R. Peet, S. Roberts, and T. Wentworth. 2008. CVS-EEP Protocol for Recording Vegetation. Version 4.2. Natural Resources Conservation Service (NRCS). 2024. Web Soil Survey. http://websoilsurvey.nres.usda.gov/app/HomePage.htm North Carolina Division of Mitigation Services (NCDMS). 2018 Tar -Pamlico River Basin Restoration Priorities. North Carolina Division of Water Quality (NCDWQ). 2010. Methodology for Identification of Intermittent and Perennial Streams and Their Origins. Version 4.11. Raleigh. North Carolina Division of Water Quality (NCDWQ). 2011. Surface Water Classifications. http://portal.ncdenr.org/web/wq/ps/csu/classifications. North Carolina Environmental Management Commission. 2014. Rule 15A NCAC 02B .0295 Mitigation Program Requirements for the Protection and Maintenance of Riparian Buffers. North Carolina Environmental Management Commission. 2020. Rule 15A NCAC 02B .0703 Mitigation Program Requirements for the Protection and Maintenance of Riparian Buffers. North Carolina Environmental Management Commission. 2020. Rule 15A NCAC 02B .0734 Tar - Pamlico River Basin: Nutrient Sensitive Waters Management Strategy: Protection and Maintenance of Existing Riparian Buffers. North Carolina Natural Heritage Program. 2024. Data Explorer. Department of Natural and Cultural Resources, Raleigh, North Carolina. Schafale, M.P. 2023. Guide to the Natural Communities of North Carolina: Fourth Approximation. Natural Heritage Program, Division of Parks and Recreation, N.C. Department of Environment, Health, and Natural Resources. Raleigh, NC. 1,219 pp. U.S. Department of Agriculture Soil Conservation Service. 1979. Soil Survey Edgecombe County, North Carolina. U.S. Fish and Wildlife Service (USFWS), 2024. Information and Planning Consultation (IPaC). httl2s://ecos.fws.gov/ipac %10 Bonsai Mitigation Site Draft NOBMP ecolerra. Page 14 Figure 1: Vicinity Map Bonsai Mitigation Site I Battleboro, NC aA x r ,y C Highway / 4 / Battleboro Drake / Ford's Colony / Country Club at / Rocky Mount / Pkv+y / aromas A e.". / r Go R y I Cherry Crossroads Phillips Crossroads / NC Highway 97 VW CO �V / �etAv l =_- 51 *404-0 ecolerra. -0% Gethsemane Wrendale Dunbar 33 i e------- Rocky Mount a a / Hartsease CL a Brake Kungsbor�O�i, State of North Carolina TEsTonnTom, Garmin, SafeGraph, Cl/ West GeoTechnologies, Inc, METI/NASA, SGS, EPA, NPS, USDA, USFWS CO/ Edgecombe N JW 0 1 2 Miles Source: ESRI Streets Basemap 0 Proposed Conservation Easement Lake Gaston a� Falls Durham Reservoir c Rocky Mot Ca. Raleigh a ` r'r•_•'. Project• • Goldsboro lNAS� U Sc 5o G6 So M�S� Figure 3: Existing Conditions Bonsai Mitigation Site I Battleboro, NC `W eco,�erres N — Ditch 0 150 300 Feet - c - Stream Source: ESRI Aerial Bosemop, Sub -meter Top of Bank —vhb„ = Proposed Conservation Easement Figure 4: USGS Topographic Map Bonsai Mitigation Site I Battleboro, NC am Stu lyateTT3nk or V Y, f'NMMM"� N 4W 0 1,000 2,000 Feet Source: USA Topomops *404-0 ecf ,rferrc. ---* hb, Ci % 3 National Geographic ociety, i-cubed = Proposed Conservation Easement Figure 5: Drainage Area Bonsai Mitigation Site I Battleboro, NC �`,� ecolerra® "6" hb N O N V M R Q_ N CM Proposed Conservation Easement 0 Ditch 12 Drainage Area (5.45 ac) 40 0 750 1,500 Feet — Ditch 0 Ditch 13B Drainage Area (6.73 ac) c c Stream 0 Ditch 14 Drainage Area (3.97 ac) 0 Stream E Drainage Area (205 ac) 0 Ditch 15 Drainage Area (3.55 ac) Source: NC Onemap 2027 Aerial, Sub -meter Top of Bank, Stream Stats Drainage Areas Figure 6: NRCS 1979 Soil Survey Map Bonsai Mitigation Site I Battleboro, NC StB StB eB eco,1erra® '�rhb e .100 Y. � * y YY tI3 aS Jim 1 M } A ca A 4 t y* 'a A 3A 'gA {�-yy * V N 0 375 750 Feet Source: 7979 NRCS Soil Survey, Map Sheets 6 & 9, 3 g Proposed Conservation Easement r CD i i t Figure 7: Mitigation Credit Bonsai Mitigation Site I Battleboro, NC eco,1erra® fhb -"att/eb g t•t,R,a��` c ' uu „ {l({ i� tf/ � •. ���1 !h � 0) A'- 6� R- da off NoAh, Ca cha DOoT, • - .. EM, To, tromp GaNwo , Saffa5rraph, • SSF Sp NCB CSC IA, Max-9r, tiMi aosaft Ditch N - c� - Strea m 0 125 250 Feet 0-50' Ditch Riparian Restoration for RBC 0 51-100' Ditch Riparian Restoration for NOC 0-100' Subject Stream Riparian Restoration for RBC 101-200' Subject Stream Riparian Restoration for RBC Source: ESRI Aeriol Bosemop, Sub -meter Top of Bonk 0 101-200' Ditch Riparian Restoration for NOC Non -Diffuse Flow Deduction 0 v io 2 Q *4010— Figure 8: Riparian Buffer Zones �°'�;' Bonsai Mitigation Site I Battleboro, NC eC0,1errc. Vhb QN 0 125 250 Feet Source: NC Onemap 2021 Aerial, Sub -meter Top of Bank - - Ditch c c Stream 0 0-30' 0 31-50' 0 51-100' 0 101-200' Q Proposed Conservation Easement VOW Figure 9: Monitoring Plan e cflt'e rras 'VIlb,. Bonsai Mitigation Site I Battleboro, NC a N - - Ditch 0 0-50' Ditch Riparian Restoration for RBC 0 125 250 Feet c Stream 0 51-100' Ditch Riparian Restoration for NOC Vegetation Monitoring Plots 0 0-100' Subject Stream Riparian Restoration for RBC 0 Proposed Conservation Easement 0 101-200' Subject Stream Riparian Restoration for RBC 0 101-200' Ditch Riparian Restoration for NOC Non -Diffuse Flow Deduction Source: ESRI Basemap, Sub -meter Top of Bank Appendix A Bonsai Mitigation Site Edgecombe County, NC Site Photographs - Taken February 26, 2024 Ditch 12 (1312) Ditch 14 (D14) Stream SE Bonsai Mitigation Site Site Photographs Ditch 13B (D1313) Ditch 15 (D15) Field Conditions VHB Project No. 39077.36 Page 1 of 1 Appendix B `A0 11 eco,kerres 4%hb 1951 Historical Aerial Bonsai Mitigation Site I Battleboro, NC 19 r �a Esri Community ps Contributors, State of North Carolina DOT, OpenStre Map, Microsoft, Esri, TomTom, Garmin, SafeGraph, GeoTechn, ogies, Inc, METI/NASA, USGS, EPA, NIPS, US Census Bureau, USDA, USFWS ON QN 0 300 600 Feet Source: USGS Data Explorer Single Frame Aerial = Proposed Conservation Easement 1974 Historical Aerial Bonsai Mitigation Site I Battleboro, NC W �. ecoterrc. —vI b„ �y "+j' . 0 w 01 Ji g - Esri Community Maps C ntributors, State of North CarolinalMOT; OpenStreetMap, icrosoft, Esri, TomTom, Garmin, SafeGra,Rh, GeoTechnologie Inc, METI/NASA, USGS, EPA, NPS, US Census Bureau, USDA, USFWS QN Proposed Conservation Easement 0 300 600 Feet N Source: USGS Data Explorer Single Frame Aerial Appendix C DocuSign Envelope ID: D1EOA9EC-BO4B-4B15-BED8-C92B7OA73625 ROY COOPER Governor ELIZABETH S. BISER Secretary RICHARD E. ROGERS, JR. Director Scott Frederick Eco Terra LLC scott0ecoterra.com NORTH CAROLINA Environmental Quality April 7, 2022 Project 20220112 V1 Edgecombe County Subject: Applicability to the Tar -Pam River Basin Buffer Rules 15A NCAC 02B .0734 Project: Falling Run Buffer Site Address: Near 3817 Battleboro-Leggett Rd., Battleboro, NC 27809, Edgecombe County, NC Location: Lat., Long: 35.995822,-77.678946 Dear Mr. Frederick: On February 28, 2022, Shelton Sullivan of the Division of Water Resources (DWR) conducted an on -site review of features located on the Falling Run Buffer Site in Edgecombe County to determine the applicability of features on the site to the Tar -Pamlico River Basin Riparian Area Protection Rules, Title 15A North Carolina Administrative Code 02B .0734. The enclosed map(s) depict the feature(s) evaluated and this information is also summarized in the table below. Streams were evaluated for being ephemeral, at least intermittent, and for subjectivity to the Tar -Pam River Basin Riparian Area Protection Rules. Streams that are considered "Subject" have been located on the most recently published NRCS Soil Survey of Person County and/or the most recent copy of the USGS Topographic (at 1:24,000 scale) map(s), have been located on the ground at the site, and possess characteristics that qualify them to be at least intermittent streams. Features that are considered "Not Subject" have been determined to not be at least intermittent, not present on the property, or not depicted on the required maps. This determination only addresses the applicability to the buffer rules within the proposed easement and does not approve any activity within buffers or within waters of the state. There may be other streams, wetlands, ponds, or other features located on the property that appear or do not appear on the maps referenced above. Any of the features on the site may be considered jurisdictional according to the US Army Corps of Engineers and subject to the Clean Water Act. The following table addresses the features observed and rated during the DWR site visit. See attached map and key provided by Scott Frederick with Eco Terra Partners LLC North Carolina Department of Environmental Quality I Division of Water Resources E Q 512 North Salisbury Street 1 1617 Mail Service Center I Raleigh, North Carolina 27699-1617 NORTH CAROLINA _ D.prh.M W UM �m l Iz /� 919.707.9000 DocuSign Envelope ID: D1EOA9EC-BO4B-4B15-BED8-C92B7OA73625 Page 2 of 3 Falling Run Buffer Site Project 20220112 VA Feature Type: stream (ephemeral, Subject to Depicted Depicted Feature ID intermittent, Buffer Start @ Stop @ on on perennial), ditch, Rules Soil Survey USGS Topo Swale, wetland, other Start Point Stream- at least indicated on map, Stream A intermittent Yes Green/Blue, Stream E Yes Yes Ditch/Stream transition Start Point Stream- at least indicated on map, Confluence Stream B intermittent Yes Green/Blue, with Stream E Yes Yes Ditch/Stream transition Start Point Stream- at least indicated on map, Confluence Stream C intermittent No Green/Blue, with Stream E Yes Yes Ditch/Stream transition Start Point Stream- at least indicated on map, Confluence Stream D intermittent Yes Green/Blue, with Stream E Yes Yes Ditch/Stream transition Continues Present at western beyond the Stream- at least property eastern Stream E intermittent Yes boundary; blue line property Yes Yes boundary at on map Goose Hollow Ln. Continues Start Point beyond the Stream- at least indicated on map, eastern Stream F intermittent Yes Green/Blue, property Yes Yes Ditch/Stream boundary at transition Goose Hollow Ln. Partial, Continues Upper leg Starts beyond beyond the Partial, Stream G Stream- at least only, see western project western Upper leg No intermittent yellow on boundary property only, see boundary, map map flows north Green Ditches, ponds, See the map Labeled or drainage No provided by Eco See map Partial Partial Features features Terra LLC on Map * E: Ephemeral, I: Intermittent, P: Perennial This on -site determination shall expire five (5) years from the date of this letter. Landowners or affected parties that dispute this determination made by the DWR may request an appeal determination by the Director of Water Resources. An appeal request DocuSign Envelope ID: D1EOA9EC-BO4B-4B15-BED8-C92B7OA73625 Page 3 of 3 Falling Run Buffer Site Project 20220112 VA must be made within sixty (60) calendar days of the date of this letter to the Director in writing. If sending via U.S. Postal Service: Paul Wojoski - DWR 401 & Buffer Permitting Branch Supervisor 1617 Mail Service Center Raleigh, NC 27699-1617 If sending via delivery service (UPS, FedEx, etc.) Paul Wojoski - DWR 401 & Buffer Permitting Branch Supervisor 512 N Salisbury St. Raleigh, NC 27604 This determination is final and binding as detailed above unless an appeal is requested within sixty (60) calendar days of the date of this letter. If you have any additional questions or require additional information, please contact Shelton Sullivan at shelton.sullivangncdenr.gov or 919-707-3636. This determination is subject to review as provided in G.S. 150B. Sincerely, DOCUSS gnn�e/d by: �GiwG WOtOOki 949D91BA53EF4E0... Paul Wojoski, Supervisor 401 & Buffer Permitting Branch Attachments: Site Map with labels, USGS Topographical Map, NRCS Soil Survey cc: 401 & Buffer Permitting Branch Laserfiche File Jordan Burbage, jordan@ecoterra.com Billy Dean Bulluck, Jr., 3806 Battleboro-Leggett Rd., Battleboro, NC 27809 Filename: 20220112V.1_StreamCALLs_FallingRunBufferSite_EdgecombeCo DocuSian Envelope ID: D1EOA9EC-BO4B-4B15-BED8-C92B7OA73625 DocuSign Envelope ID: D1EOA9EC-BO4B-4B15-BED8-C92B7OA73625 USGS Map Refer to labeled aerial map Shelton Sullivan, DWR, 2/28/22 DocuSign Envelope ID: D1EOMEC-130413-41315-BED&C92137OA73625 aA i .■ We [7gA I E a 1 We r; A StB ` We Bo 1 7 We t B e� C a ,D CeB p StB Ca We g StB B AaA We • Ro aA AaA AaA AaA CeB R4 `9 • �-9 A a AaA W k B a DMA AaA nee T aB T r StB )gq Ro AaA. s' AaA Legend '•' TaB 9 wkB Wkg Q Proposed Conservation Easement AaA NC GI , Maxar Ilk Ro i Figure 3: Soil Survey Falling Run Buffer Site N WL PIN: 3891193663 Tar -Pamlico 03020101 s 35°59'46.86"N 77040'37.65"W eco terra® Edgecombe County, NC 0 375 750 1,500 1979 Soil Survey of Edgecombe County, NC 06iiWOMMOMM09 Feet Map Sheets #6, #9 ROY COOPER Governor ELIZABETH S. BISER Secretary RICHARD E. ROGERS, JR. Director NORTH CAROLINA Environmental Quality August 23, 2022 (replaces letter dated August 1, 2022 and corrects mitigation determination for Ditch #22 & Ditch 29h only) Scott Frederick EcoTerra Partners, LLC (via electronic mail: scott s,ecoterra.com ) Re: Site Viability for Buffer Mitigation & Nutrient Offset — Falling Run Site Near 35.992195,-77.674569 off 3806 Battleboro Legget Rd, Battleboro, NC Tar -Pamlico River Basin 03020101 Edgecombe County Dear Mr. Frederick, On April 18, 2022, Katie Merritt, with the Division of Water Resources (DWR), received a request from you on behalf of Eco Terra, LLC (EcoTerra) for a site visit near the above -referenced site in the Tar -Pamlico River Basin within the 8-digit Hydrologic Unit Code 03020101. The site visit was to determine the potential for riparian buffer mitigation and nutrient offset within a proposed Easement Boundary, which is more accurately shown in the attached map labeled "Figure 1: Site Map" (Figure 1) prepared by EcoTerra. On June 8, 2022, Ms. Merritt performed a site assessment of the subject site. Staff with Eco Terra were also present. Ms. Merritt's evaluation of the features onsite and their associated mitigation determination for the riparian areas are provided in the table below. This evaluation was made from Top of Bank (TOB) and landward 200' from each feature for buffer mitigation pursuant to 15A NCAC 02B .0295 (effective November I, 2015) and for nutrient offset credits pursuant to 15A NCAC 02B .0703. Feature Classification 'Subiect Riparian Land uses Buffer 'Nutrient 4,15Miti ate ion Type Determination w/in onsite adjacent to Feature Credit Offset to riparian areas 0( 200') Buffer Viable Viable Rule SA,SB,SD, Streams Yes non -forested agricultural Yes Yes (non- Non -forested fields - Restoration Site per SE, fields. forested 15A NCAC 02B .0295 (n) fields only) D E Q�� North Carolina Department of Environmental Quality I Dieision of Water Resources 512 North Salisbury Street 1 1611 Mail Service Center I Raleigh, North Carolina 27699-1611 fJOFiTH CAROLINA i�wu�.Nardo.air\ r 919 707.9000 Falling Run Site EcoTcrra August 23, 2022 Feature Classification 'Subject to Riparian Land uses adjacent to Feature Buffer Credit 3Nutrient Offset "Mitigation Tvpe Determination w/in onsite riparian areas Buffer 0{ 200') Viable Viable Rule SC Stream Yes Left bank forested: right 2Yes Yes (non- Non -forested fields - Restoration Site per bank non -forested forested 15A NCAC 02B .0295 (n) agricultural fields fields only) Forested Areas — Preservation Site per 15A NCAC 02B .0295 (o)(5) SF Stream Yes Combination of forested 'Yes Yes (non- Non -forested fields - Restoration Site per pasture and non -forested forested ag 15A NCAC 02B .0295 (n) agricultural fields fields only) Forested Pasture — Enhancement Site per 15A NCAC 02B .0295 (o)(6) SG Stream No Non -forested agricultural 'Yes Yes (non- Non -forested fields - Restoration Site per fields within the proposed forested 15A NCAC 02B .0295 (n) CE but includes forested fields only) areas beyond the CE Forested Areas — Preservation Site per boundary 15A NCAC 02B .0295 (o)(5) 27,22,18,16. Ditches <3' No Non -forested agricultural *See Yes Restoration Site per 15A NCAC 02B 15,14,13,121 fields note .0295 (o)(8) 1 1,10,7,5,4,2 (see ditch *Buffer Mitigation Note — Assessment origins on concludes the ditch meets 15A NCAC attached 02B .0295 (o)(8) (A, B, C, D & E). More map) information is required to be provided in a mitigation plan for complete assessment. See rule. 3,29b Ditch No Non -forested agricultural No Yes Restoration Site per 15A NCAC 02B >3' depth fields .0295 (n) 29a Ditch No Historically forested areas No Yes (left Restoration Site per 15A NCAC 02B (starts it, >3' depth with established berm right bank ag .0295 (n) 35.994831, bank; Left bank is non- fields only) -77.683947) forested agricultural fields 30 Ditch No Non -forested agricultural No Yes (right Restoration Site per 15A NCAC 02B >3' depth fields right bank only bank ag .0295 (n) fields only) Page 2 of 4 Falling Run Site EcoTerra August 23, 2022 Feature Classification 'Subject Riparian Land uses Buffer 3Nutrient 15Mitigation Type Determination w/in onsite to ad iacent to Feature Offset riparian areas Credit 0f 200,1 Buffer Viable Viable Rule 1, ]A,2A,6,8, Ditches No Non -forested agricultural No No Either not present or not directly 8A,9,17,19, fields. hydrologically connected to a stream 20,21,22A, 23,23A,24, 25,26,27A, 28,31,32 'Subjectivity calls for the features were determined by DWR in correspondence dated April 7, 2022 using the 1:24,000 scale quadrangle topographic map prepared by USGS and the most recent printed version of the soil survey map prepared by the NRCS . 'The area of preservation credit within a buffer mitigation site shall comprise of no more than 25 percent (25%) of the total area of buffer mitigation per 15A NCAC 0295 (o)(5) and 15A NCAC 0295 (o)(4). Site cannot be a Preservation Only site to comply with this rule. INC Division of Water Resources - Methodology and Calculations for determining Nutrient Reductions associated with Riparian Buffer Establishment 4 Determinations made for this Site are determined based on the proposal provided in maps and figures submitted with the request. s All features proposed for buffer mitigation or nutrient offset, must have a planted conservation easement established that includes the tops of channel banks when being measured perpendicular and landward from the banks, even if no credit is viable within that riparian area brhe area of the mitigation site on ephemeral channels shall comprise no more than 25 percent (25%) of the total area of buffer mitigation per 15A NCAC 02B .0295 (o)(7). Determinations provided in the table above were made using a proposed easement boundary showing proposed mitigation areas in Figure 1. A map representing the proposal for the site is attached to this letter and is initialed by Ms. Merritt on August 1, 2022. Substantial changes to the proposed easement boundary could affect the Site's potential to generate buffer and nutrient offset credits. This letter does not constitute an approval of this Site to generate buffer and nutrient offset credits. Pursuant to 15A NCAC 02B .0295, a mitigation proposal and a mitigation plan shall be submitted to DWR for written approval prior to conducting any mitigation activities in riparian areas and/or surface waters for buffer mitigation credit. Pursuant to 15A NCAC 02B .0703, a proposal regarding a proposed nutrient load -reducing measure for nutrient offset credit shall be submitted to DWR for approval prior to any mitigation activities in riparian areas and/or surface waters. All vegetative plantings, performance criteria and other mitigation requirements for riparian restoration, enhancement and preservation must follow the requirements in 15A NCAC 02B .0295 to be eligible for buffer and/or nutrient offset mitigation credits. For any areas depicted as not being viable for nutrient offset credit above, one could propose a different measure, along with supporting calculations and sufficient detail to support estimates of load reduction, for review by the DWR to determine viability for nutrient offset in accordance with 15A NCAC 02B .0703. This viability assessment will expire on August 23, 2024 or upon approval of a mitigation plan by the DWR, whichever comes first. This letter should be provided in any nutrient offset, buffer, stream or wetland mitigation plan for this Site. Page 3 of 4 Falling Run Site EcoTerra August 23, 2022 Please contact Katie Merritt at (919) 707-3637 if you have any questions regarding this correspondence. Sincerely, Paul Wojoski, Supervisor 401 and Buffer Permitting Branch PW/kym Attachments: "Site Map" (Figure 1)" cc: File Copy (Katie Merritt) Page 4 of 4 Appendix D From: Matthews, Kathryn H To: Heather Smith Cc: Casey Bardier Subject: Re: Fw: [EXTERNAL] Bonsai Mitigation Site Date: Tuesday, August 2, 2022 3:41:25 PM Attachments: imaae001.Dna image002.pno imaae003.Dna image004.pno imaae005.Dna Hi Heather, Thank you for submitting the Bonsai site through the self -certification process. The Service concurs with your species determinations. Please provide this email to others as needed to other agencies for their knowledge. Thanks, Please note that I am teleworking Wednesday through Friday, every week. Email is the best way to reach me. Thanks, Kathy Matthews NC Renewable Energy Coordinator & Fish and Wildlife Biologist U.S. Fish and Wildlife Service 551-F Pylon Drive Raleigh, NC 27606 919-856-4520, x. 27 From: Heather Smith <hsmith@vhb.com> Sent: Monday, July 25, 2022 2:47 PM To: Raleigh, FW4 <raleigh@fws.gov> Cc: Casey Bardier <cbardier@vhb.com> Subject: [EXTERNAL] Bonsai Mitigation Site This email has been received from outside of DOI - Use caution before clicking on links, opening attachments, or responding. Please find the attached self -certification for a mitigation site in Edgecombe County. Thanks, Heather Smith, LSS North Carolina Department of Natural and Cultural Resources State Historic Preservation Office Ramona M. Bartos, Administrator Governor Roy Cooper Secretary D. Reid Wilson September 14, 2022 Scott Frederick Eco Terra 117 Centrewest Court Cary, NC 27513 Office of Archives and History Deputy Secretary, Darin J. Waters, Ph.D. scottAccoterra.com Re: Falling Run/Bonsai mitigation site, 35.998851,-77.677884, Battleboro, Edgecombe County, ER 22-1462 Dear Mr. Frederick: Thank you for your email of August 24, 2022, regarding the above -referenced undertaking. We have reviewed the submittal and offer the following comments. We have conducted a review of the project and are aware of no historic resources which would be affected by the project. Therefore, we have no comment on the project as proposed. The above comments are made pursuant to Section 106 of the National Historic Preservation Act and the Advisory Council on Historic Preservation's Regulations for Compliance with Section 106 codified at 36 CFR Part 800. Thank you for your cooperation and consideration. If you have questions concerning the above comment, contact Renee Gledhill -Earley, environmental review coordinator, at 919-814-6579 or environmental.review(cncdcr.gov. In all future communication concerning this project, please cite the above referenced tracking number. Sincerely, Ramona Bartos, Deputy (� State Historic Preservation Officer Location: 109 East Jones Street, Raleigh NC 27601 Mailing Address: 4617 Mail Service Center, Raleigh NC 27699-4617 Telephone/Fax: (919) 814-6570/814-6898 Falling Run Mitigation Site Not Reported Battleboro, NC 27809 Inquiry Number: 6969216.2s May 06, 2022 6 Armstrong Road, 4th floor Shelton, CT 06484 (rEDR ° Toll Free: 800.352.0050 www.edrnet.com FORM-LBE-BCS TABLE OF CONTENTS SECTION PAGE Executive Summary ES1 OverviewMap----------------------------------------------------------- 2 DetailMap-------------------------------------------------------------- 3 Map Findings Summary 4 MapFindings------------------------------------------------------------ 8 Orphan Summary--------------------------------------------------------- 12 Government Records Searched/Data Currency Tracking- - - - - - - - - - - - - - - - - - - - - - - - - - GR-1 GEOCHECK ADDENDUM Physical Setting Source Addendum A-1 Physical Setting Source Summary A-2 Physical Setting SSURGO Soil Map ------------------------------------------- A-5 Physical Setting Source Map------------------------------------------------ A-13 Physical Setting Source Map Findings A-15 Physical Setting Source Records Searched PSGRA Thank you for your business. 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EDR and its logos (including Sanborn and Sanborn Map) are trademarks of Environmental Data Resources, Inc. or its affiliates. All other trademarks used herein are the property of their respective owners. TC6969216.2s Page 1 EXECUTIVE SUMMARY A search of available environmental records was conducted by Environmental Data Resources, Inc (EDR). The report was designed to assist parties seeking to meet the search requirements of EPA's Standards and Practices for All Appropriate Inquiries (40 CFR Part 312), the ASTM Standard Practice for Environmental Site Assessments (E1527-21), the ASTM Standard Practice for Environmental Site Assessments for Forestland or Rural Property (E 2247-16), the ASTM Standard Practice for Limited Environmental Due Diligence: Transaction Screen Process (E 1528-14) or custom requirements developed for the evaluation of environmental risk associated with a parcel of real estate. TARGET PROPERTY INFORMATION ADDRESS NOT REPORTED BATTLEBORO, NC 27809 COORDINATES Latitude (North): Longitude (West): Universal Tranverse Mercator: UTM X (Meters): UTM Y (Meters): Elevation: 35.9962450 - 35- 59' 46.48" 77.6812290 - 77- 40' 52.42" Zone 18 258302.5 3986656.8 68 ft. above sea level USGS TOPOGRAPHIC MAP ASSOCIATED WITH TARGET PROPERTY Target Property Map: 13720764 HARTSEASE, NC Version Date: 2019 North Map: 13837663 WHITAKERS, NC Version Date: 2019 AERIAL PHOTOGRAPHY IN THIS REPORT Portions of Photo from: 20140521 Source: USDA TC6969216.2s EXECUTIVE SUMMARY 1 MAPPED SITES SUMMARY Target Property Address: NOT REPORTED BATTLEBORO, NC 27809 Click on Map ID to see full detail. MAP ID SITE NAME ADDRESS DATABASE ACRONYMS RELATIVE DIST (ft. & mi.) ELEVATION DIRECTION 1 COOL SPRING SAND & G US MINES Lower 16, 0.003, SE A2 PHILLIPS MIDDLE SCHO 4371 BATTLEBORO-LEGG LUST Higher 976, 0.185, NNW A3 PHILLIPS MIDDLE SCHO ROUTE 2 BOX 1 UST Higher 1148, 0.217, NNW 6969216.2s Page 2 EXECUTIVE SUMMARY TARGET PROPERTY SEARCH RESULTS The target property was not listed in any of the databases searched by EDR. DATABASES WITH NO MAPPED SITES No mapped sites were found in EDR's search of available ("reasonably ascertainable ") government records either on the target property or within the search radius around the target property for the following databases: STANDARD ENVIRONMENTAL RECORDS Lists of Federal NPL (Superfund) sites NPL National Priority List Proposed NPL---------------- Proposed National Priority List Sites NPL LIENS Federal Superfund Liens Lists of Federal Delisted NPL sites Delisted NPL National Priority List Deletions Lists of Federal sites subject to CERCLA removals and CERCLA orders FEDERAL FACILITY---------. Federal Facility Site Information listing SEMS Superfund Enterprise Management System Lists of Federal CERCLA sites with NFRAP SEMS-ARCHIVE Superfund Enterprise Management System Archive Lists of Federal RCRA facilities undergoing Corrective Action CORRACTS------------------ Corrective Action Report Lists of Federal RCRA TSD facilities RCRA-TSDF RCRA - Treatment, Storage and Disposal Lists of Federal RCRA generators RCRA-LQG RCRA - Large Quantity Generators RCRA-SQG------------------ RCRA - Small Quantity Generators RCRA-VSQG RCRA - Very Small Quantity Generators (Formerly Conditionally Exempt Small Quantity Generators) Federal institutional controls / engineering controls registries LUCIS------------------------ Land Use Control Information System TC6969216.2s EXECUTIVE SUMMARY 3 EXECUTIVE SUMMARY US ENG CONTROLS--------. Engineering Controls Sites List US INST CONTROLS Institutional Controls Sites List Federal ERNS list ERNS Emergency Response Notification System Lists of state- and tribal (Superfund) equivalent sites NC HSDS-------------------- Hazardous Substance Disposal Site Lists of state- and tribal hazardous waste facilities SHWS Inactive Hazardous Sites Inventory Lists of state and tribal landfills and solid waste disposal facilities SWF/LF List of Solid Waste Facilities DEBRIS---------------------- Solid Waste Active Disaster Debris Sites Listing OLI Old Landfill Inventory LCID Land -Clearing and Inert Debris (LCID) Landfill Notifications Lists of state and tribal leaking storage tanks LAST ----------------- Leaking Aboveground Storage Tanks INDIAN LUST Leaking Underground Storage Tanks on Indian Land LUST TRUST ----------------- State Trust Fund Database Lists of state and tribal registered storage tanks FEMA UST------------------- Underground Storage Tank Listing AST AST Database INDIAN UST Underground Storage Tanks on Indian Land State and tribal institutional control / engineering control registries INST CONTROL-------------. No Further Action Sites With Land Use Restrictions Monitoring Lists of state and tribal voluntary cleanup sites VCP Responsible Party Voluntary Action Sites INDIAN VCP------------------ Voluntary Cleanup Priority Listing Lists of state and tribal brownfield sites BROWNFIELDS-------------- Brownfields Projects Inventory ADDITIONAL ENVIRONMENTAL RECORDS Local Brownfield lists US BROWNFIELDS A Listing of Brownfields Sites Local Lists of Landfill / Solid Waste Disposal Sites SWRCY Recycling Center Listing TC6969216.2s EXECUTIVE SUMMARY 4 EXECUTIVE SUMMARY HIST LF---------------------- Solid Waste Facility Listing INDIAN ODI Report on the Status of Open Dumps on Indian Lands DEBRIS REGION 9 Torres Martinez Reservation Illegal Dump Site Locations ODI-------------------------- Open Dump Inventory IHS OPEN DUMPS Open Dumps on Indian Land Local Lists of Hazardous waste / Contaminated Sites US HIST CDL Delisted National Clandestine Laboratory Register US CDL---------------------- National Clandestine Laboratory Register PFAS PFAS Contamination Site Listing Local Land Records LIENS 2 CERCLA Lien Information Records of Emergency Release Reports HMIRS----------------------- Hazardous Materials Information Reporting System SPILLS Spills Incident Listing IMD Incident Management Database SPILLS 90-------------------. SPILLS 90 data from FirstSearch SPILLS 80 SPILLS 80 data from FirstSearch Other Ascertainable Records RCRA NonGen / NLR RCRA - Non Generators / No Longer Regulated FUDS------------------------ Formerly Used Defense Sites DOD Department of Defense Sites SCRD DRYCLEANERS State Coalition for Remediation of Drycleaners Listing US FIN ASSUR--------------. Financial Assurance Information EPA WATCH LIST EPA WATCH LIST 2020 COR ACTION 2020 Corrective Action Program List TSCA------------------------ Toxic Substances Control Act TRIS Toxic Chemical Release Inventory System SSTS Section 7 Tracking Systems ROD------------------------- Records Of Decision RMP Risk Management Plans RAATS RCRA Administrative Action Tracking System PRP-------------------------- Potentially Responsible Parties PADS PCB Activity Database System ICIS Integrated Compliance Information System FTTS------------------------- FIFRA/ TSCA Tracking System - FIFRA (Federal Insecticide, Fungicide, & Rodenticide Act)/TSCA (Toxic Substances Control Act) MLTS Material Licensing Tracking System COAL ASH DOE-------------. Steam -Electric Plant Operation Data COAL ASH EPA Coal Combustion Residues Surface Impoundments List PCB TRANSFORMER PCB Transformer Registration Database RADINFO-------------------- Radiation Information Database HIST FTTS FIFRA/TSCA Tracking System Administrative Case Listing DOT OPS Incident and Accident Data CONSENT------------------- Superfund (CERCLA) Consent Decrees INDIAN RESERV Indian Reservations FUSRAP Formerly Utilized Sites Remedial Action Program UMTRA---------------------- Uranium Mill Tailings Sites TC6969216.2s EXECUTIVE SUMMARY 5 EXECUTIVE SUMMARY LEAD SMELTERS____________ Lead Smelter Sites US AIRS Aerometric Information Retrieval System Facility Subsystem ABANDONED MINES Abandoned Mines FINDS ------------------------ Facility Index System/Facility Registry System DOCKET HWC Hazardous Waste Compliance Docket Listing ECHO Enforcement & Compliance History Information UXO-------------------------- Unexploded Ordnance Sites FUELS PROGRAM EPA Fuels Program Registered Listing AIRS Air Quality Permit Listing ASBESTOS__________________ ASBESTOS COAL ASH Coal Ash Disposal Sites DRYCLEANERS Drycleaning Sites Financial Assurance_ _ _ _ _ _ _ _ _ _ Financial Assurance Information Listing NPDES NPDES Facility Location Listing UIC Underground Injection Wells Listing AOP-------------------------- Animal Operation Permits Listing SEPT HAULERS Permitted Septage Haulers Listing CCB Coal Ash Structural Fills (CCB) Listing PCSRP----------------------- Petroleum -Contaminated Soil Remediation Permits MINES MRDS Mineral Resources Data System EDR HIGH RISK HISTORICAL RECORDS EDR Exclusive Records EDR MGP EDR Proprietary Manufactured Gas Plants EDR HistAuto ---------------- EDR Exclusive Historical Auto Stations EDR Hist Cleaner EDR Exclusive Historical Cleaners EDR RECOVERED GOVERNMENT ARCHIVES Exclusive Recovered Govt. Archives RGA HWS Recovered Government Archive State Hazardous Waste Facilities List RGA LF---------------------- Recovered Government Archive Solid Waste Facilities List RGA LUST Recovered Government Archive Leaking Underground Storage Tank SURROUNDING SITES: SEARCH RESULTS Surrounding sites were identified in the following databases Elevations have been determined from the USGS Digital Elevation Model and should be evaluated on a relative (not an absolute) basis. Relative elevation information between sites of close proximity should be field verified. Sites with an elevation equal to or higher than the target property have been differentiated below from sites with an elevation lower than the target property. Page numbers and map identification numbers refer to the EDR Radius Map report where detailed data on individual sites can be reviewed. Sites listed in bold italics are in multiple databases. Unmappable (orphan) sites are not considered in the foregoing analysis. TC6969216.2s EXECUTIVE SUMMARY 6 EXECUTIVE SUMMARY STANDARD ENVIRONMENTAL RECORDS Lists of state and tribal leaking storage tanks LUST: The Leaking Underground Storage Tank Incidents Management Database contains an inventory of reported leaking underground storage tank incidents. The data come from the Department of Environment, & Natural Resources' Incidents by Address. A review of the LUST list, as provided by EDR, and dated 01/28/2022 has revealed that there is 1 LUST site within approximately 0.5 miles of the target property. Equal/Higher Elevation PHILLIPS MIDDLE SCHO Incident Phase: CO Product Type: PETROLEUM Incident Number: 39357 Current Status: File Located in House Address Direction / Distance Map ID Page 4371 BATTLEBORO-LEGG NNW 1/8 - 1/4 (0.185 mi.) A2 8 Lists of state and tribal registered storage tanks UST: The Underground Storage Tank database contains registered USTs. LISTS are regulated under Subtitle I of the Resource Conservation and Recovery Act (RCRA). The data come from the Department of Environment & Natural Resources' Petroleum Underground Storage Tank Database. A review of the UST list, as provided by EDR, and dated 04/08/2022 has revealed that there is 1 UST site within approximately 0.25 miles of the target property. Equal/Higher Elevation PHILLIPS MIDDLE SCHO Facility Id: 00-0-0000016263 ADDITIONAL ENVIRONMENTAL RECORDS Address Direction / Distance Map ID Page ROUTE 2 BOX 1 NNW 1/8 - 1/4 (0.217 mi.) A3 10 Other Ascertainable Records US MINES: Mines Master Index File. The source of this database is the Dept. of Labor, Mine Safety and Health Administration. A review of the US MINES list, as provided by EDR, has revealed that there is 1 US MINES site within approximately 0.25 miles of the target property. Lower Elevation Address Direction / Distance Map ID Page COOL SPRING SAND & G SE 0 - 1/8 (0.003 mi.) 1 8 Database: US MINES, Date of Government Version: 11/02/2021 Mine ID:: 3102203 TC6969216.2s EXECUTIVE SUMMARY 7 EXECUTIVE SUMMARY There were no unmapped sites in this report. TC6969216.2s EXECUTIVE SUMMARY 8 Appendix E SOUTHERN CONSERVATION TRUST Eco Terra, LLC February 26, 2024 Attn: Jordan Burbage 117 Centrewest Ct, Cary, NC 27513 Delivered electronically: jordan@ecoterra.com Re: Bonsai Mitigation Site NC DWR Project # 2022-0112 Mr. Burbage, It is the Southern Conservation Trust's intent to serve as holder of a permanent conservation easement on approximately 22.8 acres in Edgecombe County, North Carolina as part of the Bonsai Mitigation Project (for Nutrient Offset and Riparian Buffer Mitigation) that you, Eco Terra, sponsor. We understand that you are in the submittal phase of the mitigation plan for this project, and that this project is a smaller component of a larger proposed work site. We plan to work with you as the project moves forward and are ready to assume responsibility for holding the easement as soon as it is ready to be recorded. We are also agreeable to and intend to serve as the Ion 4-4,300 term manager upon project closeout. We estimate we will need approximately as a long-term endowment for the responsibilities you have summarized to date, including boundary inspection, easement enforcement, and signage repair. Please don't hesitate to reach out for discussion if adjustments need to be made to meet new mitigation plan or third party requirements. Our 501(c)(3) nonprofit land trust is a qualified easement holder and committed to elevating nature through exceptional stewardship. We hold conservation easements and own and manage fee simple property throughout the state of North Carolina. We are prepared and well-equipped to carry out the long term management responsibilities detailed in the plan you have proposed. We look forward to working with you, the North Carolina Division of Water Resources, and landowner partners on this important mitigation project in the Tar -Pamlico River Basin HUC-8 03020101. Please reach out to us at the contact information below for questions or clarification. Regards, Gi kl"�k esse Woodsmith DIRECTOR OF CONSERVATION & STEWARDSHIP SOUTHERN CONSERVATION TRUST E: CONSERVATION@SCTLANDTRUST.ORG P: 770-486-7774 EXT. 2 -CONSERVATION W: WWW.SCTLANDTRUST.ORG Property: Bonsai Buffer Project (Edgecombe County, NC) 22.8 ac Requested by SCT: $34,300 A. Estimations Travel Expenses Miles from office to property (one-way) 34.0 In this case miles from closest existing SCT easement in Pitt County, NC, 34 mi and 42 min away. (SCT owned property within 2.5 hrs (free lodging).) Average travel time in hours to property (one-way) 0.8 Time from nearest CE (42-45 min... 0.75 used) Reimbursement per mile $0.650 The IRS issues standard mileage rates based on the Other reimbursable travel expenses (e.g., tolls, parking, $190.00 2 meals & Hotel (Budgeting for needing to stay at a meals, lodging) hotel in area. 2.5 hours from SCT lodging at owned property in Pinehurst, NC. May work out, may not to stay there each time based on monitoring other properties.) Annual Monitoring Expenses For monitoring, calculate based on Stewardship Coordinator (Staff #2) lead. This was previously entered backwards, with Cons/Stew Director lead (Staff #1). For violations & amendments, will be Cons/Stew Director lead. Staff #1: Hours of preparation time per inspection 0.00 Staff #1: Hours of monitoring time per inspection -excluding 0.00 travel time Staff #1: Hours of reporting and follow up 0.5 Staff #2: Hours of preparation time per inspection 1.5 Staff #2: Hours of monitoring time per inspection -excluding 1.00 Smaller size Staff #2: Hours of reporting and follow up per inspection 1.0 Other Staff: Hours per inspection 0.0 Equipment and supplies per inspection $10.00 Easement holders may depreciate the costs of equipment (e.g., gps device, camera, computer) as appropriate for the equipment and its use for each property. Number of regular monitoring visits per year 1 Number of cars used per monitoring trip 1 Staff may travel separately to the property Consultant costs per year $0.00 Depending on the features of the property and the easement, the holder occasionally may need outside expertise. Drive By and Flyover Monitoring Expenses used occasional) Number of drive -by monitoring trips per year 0.25 Occasional monitoring from the public road is sometimes desirable to supplement on -site inspections. (average rounded to 1 in 4 visits) Staff #1: Average time (in hours) needed per drive -by monitoring trip (excluding travel time to and from the 0.00 Staff #2: Average time (in hours) needed per drive -by monitoring trip (excluding travel time to and from the 0.25 Cost of aerial flyover $10.00 Some organizations use aerial monitoring to supplement onsite visits. We fly the drone we own. Cost for incidentals and depreciation. There will be an aerial flyover approximately every years 3 For example, entering the number 20 would mean the land trust expects 1 aerial flyover per 20 years. Landowner Communication Expenses 1 landowner, standard communication Staff #1: Hours per year 0.75 Staff #2: Hours per year 1.00 Other Staff: Hours per year 0.00 Materials and supplies per year $0.00 For example, printing of educational materials and postage Landowner Communication Expenses: Change in Landowner These costs should reflect the time and costs associated with one change in ownership. Stew Coordinator Lead (Staff #2). Staff #1: Hours for establishing a relationship with new landowners, excluding travel time 1.00 Staff #2: Hours for establishing a relationship with new landowners, excluding travel time 2.00 Other staff: Hours for establishing a relationship with new 0.50 Staff #1: Number of site visits needed to establish a relationship with new landowner 0.00 This number may reflect an average for all properties and therefore is not necessarily a whole number. Staff #2: Number of site visits needed to establish a 0.5 Reduced to 0.5 because these are generally planned relationship with new landowner for the next annual monitoring visit with the new landowner and not a second visit during the same year. Supplies $0.00 For example, a copy of the easement and materials about the land trust's stewardship program It is estimated that there will be one change in land 30.0 This should not be zero. ownership every years Review of Reserved and Permitted Rights and The conservation easement document may specify Approvals that the landowner will pay for the land trust's costs at the time of review. If this is the case, enter zeros in this section. It is estimated that there will be one review every years 30.0 If the easement does not contain reserved or permited rights, place a zero here. Staff #1: Hours needed per action subject to review 1.00 Staff #2: Hours needed per action subject to review 2.00 Other staff: Hours needed per action subject to review 1.00 Staff #1: Number of site visits required to complete one 0.00 Staff #2: Number of site visits required to complete one 1.00 Consultant costs per review $0.00 Land Trust Initiated Amendment Expenses If the landowner seeks an easement amendment, the landowner would normally be expected to pay the costs associated with the amendment at the time of amendment. SCT has received feedback that prior estimates were too low and have thus been increased, as well as ocassional legal costs, for most prudent long-term defense. Staff #1: Hours needed to complete an amendment, 7.00 Occasionally a holder will want to initiate an excluding travel time amendment. The Pennsylvania Land Trust Association has little empirical data on the costs of these amendments, and no information on their Staff #2: Hours needed to complete an amendment, 0.00 excluding travel time Other staff: Hours needed to complete an amendment 1.00 Staff #1: Number of visits required per amendment 1.00 Staff #2: Number of visits required per amendment 0.00 It is estimated that there will be one land trust initiated amendment every years. 50 Got the feedback to increase the frequency. Legal Expenses Legal fees per year $250.00 Minor and miscellaneous legal expenses may be incurred as the easement holder seeks to reconcile monitoring findings with easement terms, the landowner seeks clarification on easement terms, etc. These costs are expected to occur with no particular frequency. Many attorneys SCT works with donate their time, but this is not always the case. Minor Violation Incidents (resolved without resort to the On buffer projects with straightforward terms, this is re It is estimated that there will be one minor violation every years. 10.0 This should not be zero. Increased on this one minorly because of site layout complexity Staff #1: Hours needed to address the violation, excluding travel time 4.00 Staff #2: Hours needed to address the violation, excluding travel time 2.00 Other staff: Hours needed to address the violation 0.50 Staff #1: Number of site visits required per violation 1.00 Staff #2: Number of site visits required per violation 0.00 Legal costs per incident $500.00 Consultant costs per incident $0.00 Depending on the complexity and provisions of the easement, easement holders should plan for the costs of hiring a consultant. Major Violation Incidents (requiring litigation) Reduced for buffer project type It is estimated that there will be one major violation every years 50 This should not be zero Average cost to address major violation (staff, attorney, court fees & other) $10,000 Got the feedback not to reduce beyond —$10k. Conservation defense insurance annual premium $0.00 It is not our practice to insert this here - this line is from another organization's template. Annual Rate of Return Average annual return on Stewardship Fund investments less inflation rate 4.00% Staff and Overhead Rates Staff #1 Conservation Director: Hourly rate, including $31.00 Staff #2 Stewardship Coordinator: Hourly rate, including benefits $27.00 Other Staff Executive Director: Hourly rate, including benefits $67.00 Office overhead costs (rent, insurance, equipment) as a 5% Stewardship Needs -Final Calculations (This will automatically calculate based on your entries in the estimations section) Annual stewardship costs (including the cost to $1,172 respond to minor violations) Endowment needed to fully cover annual $29,288 stewardship costs Annual costs needed to defend against major $200 violations Endowment needed to fund easements against $5,000 major violations Total $34,288.18 Formulas used in this calculator to calculate total stewardship needs (the formalas are here to show users how total stewardship needs These are all calculated automatically, you don't need to do anything! Formulae Used Staff Costs Executive Director: Hourly rate, including overhead and $67.00 B94+(B94*B97) Director of Conservation: Hourly rate, including overhead $31.00 B95+(B95*B97) Field Biologist: Hourly rate, including overhead and benefits $27.00 B96+(B96*B97) Travel Costs Roundtrip mileage cost $44.20 B15*B17*2 Other reimbursable travel expenses $190.00 B18 Staff #1: Cost of staff time to travel to and from eased $100.50 (13112*B16*2) Staff #2: Cost of staff time to travel to and from eased $46.50 (13113*B16*2) Total Annual Stewardship Costs Formulae Annual Monitoring Costs Staff time per regular inspection $188.50 ((B21+B22+B23)*B112)+((B24+B25+B26)*B113)+(B2 Travel costs per regular inspection $234.20 (6117+13118)*B30 Consultant costs per regular inspection $0.00 B31 Supplies per regular inspection $10.00 B28 Annualized cost of drive -by monitoring $246 IF(B34=0,0,(B35*B119)+(B36*B120)+B117+13118) Annualized cost of aerial flyover $3 IF(B38=0,0,(1/B38)*B37) Total annual monitoring costs $681.86 (13124+13125+B127)*B29+B128+B129 Annual Costs of General Landowner Communications Staff time $81.25 (1341*13112)+(B42*B113)+(B43*B114) Supplies $0.00 B44 Total costs of general landowner communications $81.25 13133+13134 Annualized Costs of Landowner Communications -Change in Landownership Staff time $165.75 (1347*13112)+(B48*B113)+(B49*B114)+(B50*B119)+(B Travel costs $117.10 B50*(B117+13118)+B51*(13117+13118) Supplies $0.00 B52 Likelihood of a new landowner in any given year 3% 1/1353 Annualized cost associated with new landowner $9.43 (13138+13139+13140)*13141 Annualized Costs for Review of Reserved and Permitted Rights and Approvals Staff costs $202.50 13112*B57 + B113*B58 + B114*B59 + B60*B119 + B Travel costs $234.20 (B60*(B117+B118))+(B61*(B117+B118)) Consultant Costs $0.00 B62 Likelihood of an exercise of a reserved right in any given 3% IF(B56=0,0,1/B56) Annualized cost for review and approval of reserved rights $14.56 (B145+B146+B147)*B148 Annual Costs of Holder Initiated Amendments Staff time per amendment $596.50 (B65*B112)+(B66*B113)+(B67*B114)+(B68*B119)+(B Travel costs per amendment $234.20 (B68*(B117+B118))+(B69*(B117+B118)) Likelihood of a holder initiated amendment in any given year 2% 1/B70 Total annualized holder initiated amendment costs $16.61 (B153+B154)*B155 Annual Legal Costs Legal fees per year $250.00 B73 Total annual legal costs $250.00 B159 Total Annual Regular Stewardship Expenses $1,053.71 C130+C135+C142+C149+C156+C160 C. Calculation of Costs Associated with Violations Minor Violations Staff costs to address violation $444.00 (B112*B77)+(B113*B78)+(B114*B79)+(B80*B119)+(B Travel costs $234.20 (B80*(B117+B118))+(B81*(B117+B118)) Legal costs $500.00 B82 Likelihood of violation in any given year 10% 1/B76 Total annualized cost to deal with minor violations $117.82 (B167+B168+B169)*B170 Major Violations Cost to address violation $10,000 B87 Likelihood of major violation in any given year 2% 1/B86 Annualized cost to deal with major violations $200.00 B174*B175 D. Endowment Calculations Annual stewardship and minor violation costs $1,172 C162+C171 Average annual return on stewardship fund investments less 4.00% B91 Endowment needed to cover annual stewardship costs $29,288.18 C182/C183 Annual costs needed to defend against major violations $200.00 C176 Avera e annual return on stewardship fund investments less 4.00% B91 Endowment needed to fund easements a ainst major $5,000.FO C187/C188