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HomeMy WebLinkAboutWildlands Lower Catawba_Bootstrap _Final Mit Plan_Report FINAL MITIGATION PLAN September 10, 2024 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Gaston County, NC Catawba River Basin HUC 03050102 USACE Action ID No. SAW-2021-02691 NCDWR # 2022-0073 PREPARED BY: Wildlands Engineering, Inc. 1430 South Mint Street, Suite 104 Charlotte, NC 28203 Phone: 704-332-7754 FINAL MITIGATION PLAN Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Gaston County, NC Catawba River Basin HUC 03050102 USACE Action ID No. SAW-2021-02691 PREPARED BY: Wildlands Engineering, Inc. 1430 South Mint Street, Suite 104 Charlotte, NC 28203 Phone: 704-332-7754 Contributing Staff: Eric Neuhaus, PE Bank Project Manager and Principal in Charge Abigail Vieira, PE Site Project Manager and Engineer Aaron Earley, PE, CFM, Lead Quality Assurance Suri Solis, Designer Sawyer Winfield, Designer and Construction Documents Jess Waller, Lead Scientist and Wetland Delineations Dominic Dixon, Land Stewardship Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page i September 2024 TABLE OF CONTENTS 1.0 Introduction .............................................................................................................................. 1 2.0 Basin Characterization and Site Selection .................................................................................. 1 3.0 Baseline and Existing Conditions ............................................................................................... 2 3.1 Watershed Conditions .................................................................................................................. 2 3.2 Landscape Characteristics ............................................................................................................ 3 3.3 Project Resources - Streams ......................................................................................................... 3 3.4 Project Resources - Wetlands ..................................................................................................... 10 3.5 Existing Vegetation ..................................................................................................................... 13 3.6 Overall Functional Uplift Potential ............................................................................................. 14 3.7 Site Constraints to Functional Uplift ........................................................................................... 14 4.0 Regulatory Considerations ...................................................................................................... 15 4.1 401/404 ...................................................................................................................................... 15 4.2 Threatened and Endangered Species ......................................................................................... 15 4.3 Cultural Resources / Conservation Lands / Natural Heritage Areas ........................................... 16 4.4 FEMA Floodplain Compliance and Hydrologic Trespass ............................................................. 16 5.0 Mitigation Site Goals and Objectives ....................................................................................... 16 6.0 Design Approach and Mitigation Work Plan ............................................................................ 17 6.1 Stream Design Approach Overview ............................................................................................ 17 6.2 Stream Design Implementation .................................................................................................. 26 6.3 Wetland Design Approach Overview .......................................................................................... 28 6.4 Wetland Design Implementation ............................................................................................... 29 6.5 Vegetation and Planting Plan ..................................................................................................... 30 6.6 Land Management ...................................................................................................................... 31 6.7 Project Risk and Uncertainties .................................................................................................... 31 7.0 Determination of Credits ......................................................................................................... 32 8.0 Performance Standards ........................................................................................................... 35 9.0 Monitoring Plan ...................................................................................................................... 38 10.0 Long-Term Management Plan ................................................................................................. 41 Ownership and Long-term Manager .......................................................................................... 41 Long-Term Management Activities ............................................................................................ 41 Funding Mechanism ................................................................................................................... 42 Contingency Plan ........................................................................................................................ 43 11.0 Adaptive Management Plan .................................................................................................... 43 12.0 Financial Assurances ............................................................................................................... 44 13.0 References .............................................................................................................................. 45 TABLES Table 1: Project Attribute Table Part 1 ......................................................................................................... 1 Table 2: Project Attribute Table Part 2 ......................................................................................................... 2 Table 3: Summary of Stream Resources ....................................................................................................... 9 Table 4: Existing Wetlands Summary .......................................................................................................... 11 Table 5: Summary of Site Easement Crossings and Breaks ........................................................................ 14 Table 6: Project Attribute Table Part 3 ....................................................................................................... 15 Table 7: Listed Threatened and Endangered Species in Gaston County, NC .............................................. 16 Table 8: Mitigation Goals and Objectives ................................................................................................... 16 Table 9: Functional Impairments and Restoration Approach ..................................................................... 18 Table 10: Stream Reference Data Used in Development of Design Parameters ........................................ 18 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page ii September 2024 Table 11: Summary of Design Discharge Analysis ....................................................................................... 19 Table 12: Summary of Morphological Parameters for C-Type Streams ..................................................... 21 Table 13: Summary of Morphological Parameters for B-Type Streams ..................................................... 23 Table 14: Summary of Morphological Parameters for Bc-Type Streams .................................................... 24 Table 15: Results of Competence Analysis ................................................................................................. 25 Table 16: Groundwater Gage Summary ..................................................................................................... 29 Table 17: Project Assets and Credits ........................................................................................................... 33 Table 18: Project Credits ............................................................................................................................. 35 Table 19: Summary of Performance Standards .......................................................................................... 36 Table 20: Monitoring Components ............................................................................................................. 39 Table 21: Long-Term Management Plan ..................................................................................................... 42 Table 22: Management Funding ................................................................................................................. 43 Table 23: Financial Assurances Table .......................................................................................................... 44 FIGURES Figure 1 Vicinity Map Figure 2 Service Area Map Figure 3 Existing Conditions Map Figure 4 NCDOT Current STIP FY 2024-2033 Map Figure 5 Watershed Map Figure 6 USGS Topographic Map Figure 7 Soils Map Figure 8 Concept Design Map Figure 9 Concept Design Map with LiDAR Figure 10 FEMA Map Figure 11 Reference Reach Map Figure 12 Design Discharge Summary Figure 13A Monitoring Overview Map Figure 13B Monitoring North Map Figure 13C Monitoring South Map APPENDICES Appendix 1 Site Protection Instrument Appendix 2 Preliminary JD and Supporting USACE Forms Appendix 3 NC SAM, NC WAM and NC DWQ Stream ID Forms Appendix 4 Data, Analysis, and Supplementary Information Appendix 5 Regulatory Correspondence Appendix 6 Adaptive Management Plan Appendix 7 Credit Release Schedule Appendix 8 Financial Assurance Appendix 9 Preliminary Plan Sheets Appendix 10 Wilmington District Stream Buffer Credit Calculator Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 1 September 2024 1.0 Introduction Wildlands Holdings IX, LLC (Sponsor) proposes to develop the Bootstrap Mitigation Site (Site) under the Wildlands Lower Catawba Umbrella Mitigation Bank (Bank). Wildlands Holdings IX, LLC is managed by Wildlands Engineering, Inc. (Wildlands) and was developed for the sole purpose of holding mitigation banks. This mitigation plan has been written in conformance with the Federal rule of compensatory mitigation project sites as described in the Federal Register Title 33 Navigation and Navigable Waters Volume 3 Chapter 2 §332.8 paragraphs (c)(2) through (c)(2xi). The Site is located in Gaston County approximately four miles north of Bessemer City (Figure 1). The Site is within the 14-digit HUC 03050102070020 and the North Carolina Division of Water Resources (NCDWR) Subbasin 03-08-36. The Site will provide stream and wetland mitigation credits in the Hydrologic Unit Code (HUC) 03050102 (Catawba 02) (Figure 2). If the official service areas of the Catawba River Basin are changed in the future, the service area of this Site will automatically be adjusted to match the new service area. The project involves the restoration and enhancement of Black Bear Creek and eight of its tributaries (Figure 3). Furthermore, the project will reestablish and rehabilitate 2.0 acres of wetlands and create and enhance 0.5 acres of wetlands. The restoration and enhancement of these project streams and wetlands will provide 7,703.030 warm stream credits and 2.107 wetland credits. The Site will be protected by a 40.6-acre conservation easement. The Site Protection Instrument detailing the easement is included in Appendix 1. Table 1: Project Attribute Table Part 1 Project Information Project Name Bootstrap Mitigation Site County Gaston Project Area (acres) 40.6 Project Coordinates (latitude and longitude) 35°20'34.8"N 81°18'05.5"W (Concord Church Road); 35°20'14.4"N 81°17'41.6"W (Dameron Road) Planted Acreage (acres of woody stems planted) 30.8 2.0 Basin Characterization and Site Selection The Site is in the Catawba 02 Basin, the DWR subbasin 03-08-36, and the 03050102070020 14-digit Hydrologic Unit Code (HUC). Onsite streams flow to Long Creek, which in turn flows into South Fork Catawba River. The Catawba 02 Basin, as described in the NCDEQ River Basin Restoration Priorities (RBRP) (amended July 2013) and the NCDWR Plan (July 2013) watershed planning documents, is mostly forested (53%) with areas of agriculture (29%) and developed land (18%). The Catawba 02 Basin, as described in NCDEQ RBRP, lists broad restoration goals including protection of drinking water supplies, restoration of biologically impaired creeks impacted by stormwater runoff, protection of important species and significant natural and cultural resources, and improvement of non-point source pollution impacts from agricultural practices. More specifically, the watershed is facing stressors due to improper management practices on cattle farms and stormwater runoff. Examples of impacts referenced in the RBRP can be seen throughout the Site. Streams exhibit impacts from livestock and/or farm equipment. Bank trampling and animal waste can be seen within the Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 2 September 2024 streams. Additionally, Site streams have non-forested buffers or a narrow buffer width. As a result of these impacts, incision, and erosion can be observed throughout the Site. The 2010 NCDWR Catawba River Basinwide Water Quality Plan notes that the basin has stable benthic communities, but lacks habitat, which prevents re-establishment of sensitive benthic communities. The plan notes the need for agricultural BMPs in the watershed. Developing a mitigation bank will allow unavoidable impacts to Waters of the United States to be mitigated appropriately and provide a means for economic growth of this region to continue while ensuring aquatic resources and water quality are maintained. The expected customers for the bank credits include a combination of private enterprises and public entities including NC Department of Transportation (NCDOT) and the various municipalities located in the Catawba 02 (HUC 03050102) and in the extended service area Catawba 03 (HUC 03050103). Figure 4 depicts the potential projects set forth by NCDOT for fiscal year 2024-2033 in the region. 3.0 Baseline and Existing Conditions 3.1 Watershed Conditions The Site watershed (Table 2 and Figure 5) is situated in Gaston County approximately four miles north of Bessemer City and is within the Long Creek (west) targeted local watershed (TLW). Table 2: Project Attribute Table Part 2 Project Watershed Information Physiographic Province Piedmont Ecoregion Southern Outer Piedmont River Basin Catawba USGS HUC (8-digit, 14 digit) 03050102; 03050102070020 NCDWR Sub-basin 03-08-36 Project Drainage Area (acres) 1,477 Project Drainage Area Percentage of Impervious Area 2.3% CGIA Land Use Classification 43.5% Cultivated Crops/Hay, 30% Forested, 11.5% Grassland, 7.5% Developed, 5% Shrubland, 2.5% Open Water The Site topography, as indicated on the Bessemer City USGS 7.5 minute topographic quadrangle, shows the valley of Black Bear Creek as broad and moderately sloped, typical of streams in the Piedmont (Figure 6). Most of the tributaries to Black Bear Creek are headwater streams in slightly steeper valleys that range from moderately confined to confined. Land uses draining to the project reaches are mostly a mix of forested and agricultural pasture/hay fields with some herbaceous and developed land. A review of historic aerials from 1950 to 2016 shows that the adjacent floodplains of the site have been in agricultural production since at least 1950 with very little change in the stream configuration and location. Historic aerial photos are provided for review in Appendix 4. Immediately west of the Site is a Martin Marietta quarry, which is currently used to produce aggregate stone. Correspondence with the quarry’s regional manager confirmed that the quarry is still in use and that only one area at the facility (shown as Lagoon A on google maps) is currently impounding water (J. Nivens, personal communication, August 23, 2023). This impoundment has a riser barrel discharge structure and is located just upstream of Black Bear Reach 3. Additionally, a review of the quarry’s 2015 mining permit shows that old settling ponds upstream of Stroup Tributary C are no longer in service and have been stabilized and seeded (DEQ, 2015). In general, stormwater runoff seems to be well-managed Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 3 September 2024 on the quarry site, and sediment from the quarry does not seem to be causing issues with the Site streams. It is unlikely that the quarry will cause negative impact to the Site in the future. The Bennington Estate Phase 4 subdivision is being developed along Plain Field Drive and Harrogate Drive, off Kiser Road. This subdivision is downstream of the Site, therefore any proposed drainage pipes for the development will not directly discharge into the Site streams. A small portion of the Lewis-Brooks RC Airfield drains to Cub Tributary, near the downstream extent of the Site. The airfield currently sits on the former Biggerstaff Landfill and is regularly used by members of the Gaston County Remote Control Flying Club. No part of the Biggerstaff Landfill is located within the project boundary and all grading activities at the Site will occur outside of the landfill. The airfield and the landfill do not pose a threat to the Site. The consistency in land use within the project watershed indicates that watershed processes affecting hydrology, sediment supply, and nutrient and pollutant delivery have not varied widely over time. Additionally, the Site is located in a rural watershed where the dominant land uses are agriculture, forest, and silviculture. The land is zoned for low-density residential purposes, therefore, watershed processes and stressors from outside the project limits are likely to remain consistent throughout the implementation, monitoring, and closeout of this project. 3.2 Landscape Characteristics The Site is situated in the Cat Square and Kings Mountain terranes of the Piedmont physiographic province. The Piedmont is characterized by gently rolling, well‐rounded hills with long low ridges, with elevations ranging from 300 to 1,500 feet above sea level. The Cat Square terrane is composed of metamorphic rocks that have been intruded by younger granitic rocks. The Kings Mountain terrane is composed of metamorphosed sedimentary and volcanic rocks. According to the Geologic Map of North Carolina (1985), the underlying geology of the Site is mapped as Cambrian to Late Proterozoic age (500 million to 900 million years in age) amphibolite and biotite gneiss (CZab) and sericite schist of the Blacksburg Formation (CZbl). The amphibolite and biotite gneiss are described as interlayered with minor layers and lenses of hornblende gneiss, metagabbro, mica schist, and granitic rock. The Blacksburg Formation is found locally with graphite, phyllite with sericite quartzite, banded marble, amphibolite, and minor calc-silicate rock. Bedrock outcroppings are located along sections of streambed at the Site. A soils investigation was completed remotely using the Web Soil Survey (NRCS, 2011). Soils at the Site range between well drained to poorly drained loam, and the description of these soils do not indicate that there are weathered bedrock layers within a few feet of ground surface. Worsham loam is the dominant mapped soil within the floodplain of Black Bear Creek Reach 1 and Stroup Tributaries A and B. These soils are typically located in depressions and along foot slopes and are poorly drained. Lloyd loam is mapped along Stroup Tributary C and Black Bear Creek Reach 2 and is classified as well drained and found on hillslopes and ridges. Chewacla loam is the dominant mapped soil within the floodplain of Black Bear Creek Reaches 3 and 4, Willow Tributary, and Cub Tributary. Chewacla soils are poorly drained, frequently flooded, and typically found on floodplains. Vance sandy loam and Winnsboro loam are found along the Poplar Tributaries. These soils are well drained and found on interfluves. Figure 7 provides a soil map of the Site. Additionally, Wildlands contracted a licensed soils scientist (LSS) to evaluate the Site. The results of the evaluation and their impact on the wetland mitigation approach are discussed in Section 6.3. 3.3 Project Resources - Streams Wildlands investigated on-site jurisdictional waters of the United States (US) within the proposed project area. Potential jurisdictional areas were delineated using the US Army Corps of Engineers Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 4 September 2024 (USACE) Routine On-Site Determination Method. This method is defined by the 1987 Corps of Engineers Wetlands Delineation Manual and the subsequent Eastern Mountain and Piedmont Regional Supplement. Streams were classified using NCDWR Classification Forms. Jurisdictional waters of the US were surveyed for inclusion on plans and figures. Stream and wetland assessment forms are located in Appendix 2 and 3. Geomorphic surveys were conducted on Site streams to characterize their existing condition. Existing streams and cross section locations are illustrated in Figure 3. Reach specific cross sections and geomorphic summaries are provided in Appendix 4. Table 3 provides a summary of the streams on the Site. Black Bear Creek Reach 1 Black Bear Creek Reach 1 enters the northern half of the Site under Concord Church Road and flows south through a moderately confined valley. The reach appears to have been channelized prior to 1950, with a sinuosity and bank height ratio of 1.04 and 2.0, respectively. The degree of incision limits floodplain access during high flow events, which has contributed to erosion along the reach. A woody buffer ranging from 50 to 200 feet wide exists along the left floodplain but has been extensively impacted by cattle and agricultural practices. The right floodplain is dominated by pasture grasses, which has contributed to severe instability and erosion. Cattle have access to the entirety of the reach, with hoof shear and heavily eroded access points located along the stream. Channel bedform diversity is severely limited. The reach lacks point bar development or benching. Additionally, pools are poorly formed and tend to be in-line and shallow due to bank erosion and sediment deposition. The bed material consists of sand and medium to very coarse gravel. Poor channel bedform, cattle access, lack of large woody debris, and erosion and fine sediment loads to the reach have greatly reduced instream habitat quality. Black Bear Creek Reach 2 Black Bear Creek Reach 2 begins at the confluence with Stroup Tributary C and flows south through a confined valley to the property line. Similar to Reach 1, Black Bear Reach 2 is incised. The sinuosity and bank height ratio of Reach 2 are 1.08 and 2.4, respectively. There is a narrow, forested buffer along the left bank of the reach, mostly consisting of a single row of trees. The buffer on the right bank is similarly narrow for much of the reach but expands near the downstream end. Outside of the narrow buffers, the floodplain is actively grazed pasture. Cattle have access to the entire length of the reach, as evidenced by the trampled and eroded banks and access points throughout. Channel bedform is somewhat limited along Reach 2: point bars have begun to form in isolated areas and a few deeper pools are present. Overall, pool formation is poor, and existing bedform features are made unstable by cattle access and erosion. The bed material is predominantly sand and large cobble, with some bedrock outcroppings. Instream habitat is limited by a lack of channel bedform diversity and large woody debris. Black Bear Creek Reach 1 Black Bear Creek Reach 2 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 5 September 2024 Black Bear Creek Reach 3 Black Bear Creek Reach 3 enters the southern half of the Site from Dameron Road and flows south through a valley confined by Dameron Road on the right and a steep hillslope on the left. Reach 3 is straight and incised, with a sinuosity and bank height ratio of 1.03 and 2.4, respectively. The degree of incision limits floodplain access during higher flow events and has contributed to erosion along the reach. The presence of bedrock along this reach has likely prevented further incision. There is a wooded buffer on the right bank that extends to the overhead utility easement owned by Rutherford Electric Membership Corporation. The utility line and accompanying easement run along the length of the right floodplain of Reach 3. The right bank has a sparse buffer comprised mostly of Chinese privet (Ligustrum sinense), beyond which is open pasture. Cattle have access to the existing reach along its entire length, as evidenced by eroded access points along the reach. Channel bedform diversity is limited. There is minor evidence of point bar development and benching in isolated spots, however, pools are poorly developed and shallow. The bed material consists of coarse gravel and small cobble, with bedrock outcroppings. Limited channel bedform, cattle access, and erosion have reduced instream habitat quality. Black Bear Creek Reach 4 Black Bear Creek Reach 4 begins immediately downstream of Reach 3, where the valley changes from moderately confined to unconfined, and flows southeast until the property line. The reach appears to have been channelized, with a sinuosity of 1.06, and is moderately incised, with a bank height ratio of 1.4. Coupled with bare banks and cattle trampling, the level of incision has led to erosion and mass wasting along its entire length. Apart from a few scattered trees, there is no wooded buffer along the stream. The left and right floodplains consist of actively grazed pastureland, and cattle have access to the entire reach. Channel bedform diversity is severely limited. There is almost no point bar development, and benching is absent. Pools are poorly formed, tending to be in-line or shallow due to bank erosion and sediment deposition. The bed material consists of sand and fine to very coarse gravel. Instream habitat is greatly reduced as a result of poor channel bedform, cattle access, lack of large woody debris, and erosion and fine sediment loads to the reach. Black Bear Creek Reach 3 Black Bear Reach 4 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 6 September 2024 Stroup Tributary A Reach 1 Stroup Tributary A Reach 1 is an intermittent tributary that begins at the property line near the northeastern extent of the project. It flows southwest through an existing wetland along the toe of a steep hillslope on the left and ends just downstream of the wetland. Cattle have access to the entirety of Reach 1 and its wooded buffer. The channel is moderately straight, with a sinuosity of 1.07. The banks show isolated signs of erosion from cattle trampling, and the channel has limited bedform. Stroup Tributary A Reach 2 Stroup Tributary A Reach 2 begins where incision increases. It continues to flow southwest and ends at its confluence with Black Bear Creek Reach 1. The buffer of Reach 2 is similarly wooded as that of Reach 1. The intermittent channel has a low sinuosity of 1.07 and is severely incised, with a bank height ratio of 2.1. Several headcuts exist along the channel, and the stream is moderately unstable. Stroup Tributary A Reach 2 has little to no bedform due to severe cattle trampling, and the bed material consists mostly of sand and some medium gravel. Stroup Tributary B Reach 1 Stroup Tributary B is a perennial tributary that enters the project from the northeast property line. Stroup Tributary B Reach 1 flows south through a somewhat confined valley. The reach is located within the same sparsely wooded buffer as Stroup Tributary A. Cattle can access the entire reach; however, bank trampling is not very severe along Reach 1. The channel is incised, with a bank height ratio of 1.9. Cattle access, coupled with the level of incision, has contributed to some erosion along the channel. Reach 1 has limited pattern, with a sinuosity of 1.12, which is adequate for the valley slope. Some bedform diversity is present along the reach, though pools remain shallow. The bed material is composed of medium to very coarse gravel. Stroup Tributary B Reach 1 Stroup Tributary A Reach 2 Stroup Tributary A Reach 1 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 7 September 2024 Stroup Tributary B Reach 2 Stroup Tributary B Reach 2 where incision and bank erosion greatly increase downstream of a 90-degree bend. Reach 2 flows westward and ends at its confluence with Black Bear Creek, a few hundred feet downstream of Stroup Tributary A. The channel is located in a somewhat confined valley, within the same sparsely wooded floodplain as Reach 1 and Stroup Tributary A. Cattle have severely trampled Reach 2 and caused a loss in channel definition in several locations along the reach. The reach has a sinuosity of 1.24 and is incised with a bank height ratio of 2.5. There is little to no bedform diversity, pool features that have formed are shallow. The bed substrate is composed of medium to very coarse gravel with fine material. This reach contains an existing culvert crossing, which provides some grade control to prevent additional incision on the upstream end of the reach. At the downstream end of the reach, a large headcut has formed below where mature tree roots have grown in the channel. Due to the level of channel degradation, instream habitat is severely limited. Stroup Tributary C Stroup Tributary C enters the northern half of the project as a perennial stream from a culvert under Concord Church Road and flows southeast towards its confluence with Black Bear Creek. Stroup Tributary C is moderately confined along the upstream end of the reach but quickly becomes less confined as it enters the floodplain of Black Bear Creek. The reach lacks pattern, with a sinuosity of 1.02, and is incised, with a bank height ratio of 2.4. Along most of the reach, the buffer on either bank consists of a single row of trees, beyond which is open, actively grazed pasture. Cattle have access to the entirety of the reach; as a result, banks are heavily eroded. Channel bedform diversity is limited, with few shallow, in-line pools. The bed material consists of fine to coarse gravel. Poor channel bedform, cattle access, lack of large woody debris, and erosion have greatly limited instream habitat. Stroup Tributary D Stroup Tributary D is a small intermittent tributary that originates at a headcut on the northern half of the Site. It flows westward and ends at the confluence with Black Bear Creek. An ephemeral channel extends above Stroup D and conveys water during large rain events. The reach is straight with a sinuosity of 1.04 and incised with a bank height ratio of 4.6. The immediate buffer has been mostly cleared for pasture with a few mature trees scattered throughout. Banks are fairly eroded due to cattle access to the tributary. Bedform diversity is moderate with short riffles dominated by gravel, pools dominated by sand, and bedrock outcroppings in some sections. Instream habitat includes small sticks and leaf packs with short fragments of undercut banks. Stroup Tributary B Reach 2 Stroup Tributary C Stroup Tributary D Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 8 September 2024 Poplar Tributary A Poplar Tributary A originates on the southern half of the Site and flows west through a moderately confined valley to its confluence with Black Bear Creek. The first 130 LF of stream is intermittent but becomes perennial downstream of a headcut. The reach is relatively straight, with a sinuosity of 1.04. Poplar Tributary A has a very narrow wooded buffer, outside of which is grazed pastureland. Cattle have access to the entire length of the reach, and banks show some evidence of trampling along the stream. Channel incision increases at the headcut where the stream becomes perennial. The bank height ratio is 2.2, likely caused by incision and erosion along the stream. Channel bedform diversity is limited with short, shallow pools present sporadically along the reach. The bed substrate is primarily composed of very fine to medium gravel with silt. The reach contains one existing culvert. The wooded buffer provides some large woody debris inputs to Poplar Tributary A; however, poor channel bedform diversity and cattle access limit the available instream habitat. Poplar Tributary B Poplar Tributary B is a perennial tributary that begins within the south side of the project at a utility easement and flows southwest towards its confluence with Poplar Tributary A. The first hundred feet is moderately incised, with a bank height ratio of 1.8, and has no forested buffer. Downstream of a headcut, Poplar Tributary B becomes severely incised with a bank height ratio of 2.8 and has a sparsely wooded buffer on the left and narrow row of trees on the right, beyond which is pasture. Cattle have access to the entire length of the stream; however, the steep, tall banks limit trampling from cattle to a few access points along the short reach. Tributary B lacks well- defined pools. The channel substrate is comprised of medium to very coarse substrate. The poor channel bedform diversity, cattle access, and lack of woody debris limits available instream habitat. Cub Tributary Cub Tributary is a small intermittent tributary that originates at a headcut near the southern extent of the project. The stream flows southwest through a wide, unconfined valley and ends at its confluence with Black Bear Creek. The channel is straight and incised, with a sinuosity and bank height ratio of 1.05 and 2.1, respectively. The riparian buffer of Cub Tributary has been cleared and converted to pasture. Cattle have access to the entire length of the stream, and the banks and channels show evidence of trampling that has led to mass wasting and erosion along the reach. There is very limited channel bedform diversity: existing pools are shallow and not well developed. Bed Poplar Tributary A Poplar Tributary B Cub Tributary Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 9 September 2024 substrate is comprised of fine to coarse gravel with sand. The poor channel bedform, cattle access, erosion, and lack of woody debris has reduced instream habitat. Willow Tributary Willow Tributary is a perennial stream that enters the Site from a culvert below Dameron Road on the southern extent of the project. The stream flows east through an unconfined valley towards its confluence with Black Bear Creek. Willow Tributary is relatively straight, with a sinuosity of 1.10. Incision along the stream varies. Incision is lower on the upstream portion of the reach and increases farther downstream. The bank height ratio along the lower half of Willow Tributary is 1.3. There is a narrow buffer on either side of the stream, and banks tend to be bare and lack deep-rooted vegetation. Outside of the narrow buffer is actively grazed pastureland. Cattle have access to the entire length of the reach. In areas of lower incision, cattle trampling contributes to erosion. In areas of greater incision, the lack of deep-rooted vegetation and steeper banks exacerbate erosion. Channel bed diversity is poor: pools are short and shallow. The bed substrate is comprised of fine to coarse gravel. Instream habitat is reduced as a result of poor channel bedform, cattle access, lack of large woody debris, and erosion and fine sediment loads to the reach. Table 3: Summary of Stream Resources Reach Summary Information Parameter Black Bear Reach 1 Black Bear Reach 2 Black Bear Reach 3 Black Bear Reach 4 Stroup Tributary A Reach 1 Length of Reach (LF) 1,495 427 511 1,923 402 Valley Confinement (confined, moderately confined, unconfined) Moderately Confined Confined Moderately Confined Unconfined Moderately Confined Drainage Area (acres) 218 384 1,203 1,477 21 Perennial, Intermittent, Ephemeral Perennial Perennial Perennial Perennial Intermittent NCDWR Water Quality Classification C Stream Classification (Existing/ Proposed) G4c/C4 E3/C4 B4c/B4c F4/C3 B4/B4 FEMA Classification Not Classified AE Not Classified NCSAM Overall Score Low Low Low Low Medium Willow Tributary Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 10 September 2024 Table 3: Summary of Stream Resources (continued) Reach Summary Information Parameter Stroup Tributary A R2 Stroup Tributary B Reach 1 Stroup Tributary B Reach 2 Stroup Tributary C Stroup Tributary D Length of Reach (LF) 142 220 469 970 48 Valley Confinement (confined, moderately confined, unconfined) Unconfined Moderately Confined Unconfined Moderately Confined Unconfined Drainage Area (acres) 22 37 45 155 5.3 Perennial, Intermittent, Ephemeral Intermittent Perennial Perennial Perennial Intermittent NCDWR Water Quality Classification C Stream Classification (Existing/ Proposed) E4/B4c B5c/C4 F4/B4 B4c/C4 G4/B4 FEMA Classification Not Classified NCSAM Overall Score Low Low Low Low Low Reach Summary Information Parameter Poplar Tributary A Poplar Tributary B Cub Tributary Willow Tributary Length of Reach (LF) 556 272 154 643 Valley Confinement (confined, moderately confined, unconfined) Moderately Confined Moderately Confined Unconfined Unconfined Drainage Area (acres) 45 40 32 199 Perennial, Intermittent, Ephemeral Intermittent/ Perennial Perennial Intermittent Perennial NCDWR Water Quality Classification C Stream Classification (Existing/ Proposed) E4/B4 G4/B4 E4/B4c G4/C4 FEMA Classification Not Classified NCSAM Overall Score Low Low Low Low 3.4 Project Resources - Wetlands Wildlands delineated wetland and waters of the United States within and immediately adjacent to the proposed project easement (assessment area) using the USACE Routine On-Site Determination method presented in the 1987 Corps of Engineers delineation manual and the subsequent Regional Supplement for the Eastern Mountain and Piedmont Region. The Preliminary Jurisdictional Determination (pJD) package was approved in April 2023. See Appendix 2 for the pJD package, which includes the USACE Wetland Determination Data Sheets. Existing wetland data is summarized in Table 4. A total of twenty-nine (29) existing jurisdictional wetland features (Wetlands A-CC) were documented within the assessment area (Figure 3; Appendix 2). On-site wetland features exhibit indicators of wetland hydrology, hydrophytic vegetation, and hydric soils. Primary and secondary indicators of wetland hydrology observed in existing wetlands include drift deposits, water-stained leaves, sparsely vegetated concave surface, drainage patterns, crawfish burrows, surface water, saturation, sediment deposits, high water table, geomorphic position, and FAC-neutral test. Typical overstory species include willow oak (Quercus phellos), green ash (Fraxinus pennsylvanica), American sweetgum (Liquidambar Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 11 September 2024 styraciflua), black gum (Nyssa sylvatica), and black willow (Salix nigra). Common understory species include Chinese privet (Ligustrum sinense), winged elm (Ulmus alata), eastern red cedar (Juniperus virginiana), red maple (Acer rubrum), and American sycamore (Platanus occidentalis) saplings. Dominant herbaceous vegetation observed include Japanese stilt grass (Microstegium vimineum), smartweed (Persicaria sp), sedges (Carex sp), Asian spiderwort (Murdania keisak), and rushes (Juncus sp). Soils within on-site wetlands exhibit one of the following hydric soil indicators including depleted matrix, redox dark surface, umbric surface, histic epipedon, black histic, depleted below dark surface, or loamy gleyed matrix. Existing wetlands were evaluated using the North Carolina Wetland Assessment Method (NCWAM). The rapid assessment method evaluates field conditions relative to reference condition to generate function ratings for specific wetland types. Using the NCWAM dichotomous key and best professional judgement, existing wetlands were classified based on the reference wetland type if the area is not disturbed. Most on-site wetlands were all classified as riparian wetlands with one classified as a seep. All on-site wetlands scored as low functioning systems when compared to reference conditions as a result of impairments to two of the three primary functions (hydrology, water quality, and habitat). Water quality and habitat functions generally received low scores due to cattle grazing, lack of appropriate vegetative communities, and poor connectivity to other natural areas. NCWAM field assessment forms and the rating calculator outputs are included in Appendix 3. Table 4: Existing Wetlands Summary Wetland Summary Information Parameter Wetland A Wetland B Wetland C Wetland D Wetland E Size of Wetland (acres) 0.693 0.026 0.005 0.006 0.100 Wetland Type Riparian Riparian Riparian Riparian Riparian Mapped Soil Series Worsham Loam Worsham Loam Worsham Loam Worsham Loam Worsham Loam Drainage Class Poorly drained Poorly drained Poorly drained Poorly drained Poorly drained Soil Hydric Status Yes Yes Yes Yes Yes Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge WAM Score Low Low Low Low Low Wetland Type Headwater Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Wetland Summary Information Parameter Wetland F Wetland G Wetland H Wetland I Wetland J Size of Wetland (acres) 0.012 0.007 0.011 0.020 0.188 Wetland Type Riparian Riparian Riparian Riparian Riparian Mapped Soil Series Worsham Loam Worsham Loam Worsham Loam Worsham Loam Worsham Loam Drainage Class Poorly drained Poorly drained Poorly drained Poorly drained Poorly drained Soil Hydric Status Yes Yes Yes Yes Yes Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 12 September 2024 WAM Score Low Low Low Low Low Wetland Type Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Table 4: Existing Wetlands Summary (continued) Wetland Summary Information Parameter Wetland K Wetland L Wetland M Wetland N Wetland O Size of Wetland (acres) 0.058 0.140 0.002 0.003 0.005 Wetland Type Riparian Riparian Riparian Riparian Riparian Mapped Soil Series Worsham Loam Lloyd Loam Lloyd Loam Vance Sandy Loam Vance Sandy Loam Drainage Class Poorly drained Well drained Well drained Well drained Well drained Soil Hydric Status Yes No No No No Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge WAM Score Low Low Low Low Low Wetland Type Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Wetland Summary Information Parameter Wetland P Wetland Q Wetland R Wetland S Wetland T Size of Wetland (acres) 0.029 0.008 0.010 0.066 0.050 Wetland Type Riparian Riparian Riparian Riparian Riparian Mapped Soil Series Winnsboro Loam Worsham Loam Chewacla Loam Chewacla Loam Chewacla Loam Drainage Class Well drained Poorly drained Poorly drained Poorly drained Poorly drained Soil Hydric Status No Yes Yes Yes Yes Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge WAM Score Low Low Low Low Low Wetland Type Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Wetland Summary Information Parameter Wetland U Wetland V Wetland W Wetland X Wetland Y Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 13 September 2024 Size of Wetland (acres) 0.082 0.004 0.029 0.001 0.004 Wetland Type Riparian Riparian Riparian Riparian Riparian Mapped Soil Series Chewacla Loam Chewacla Loam Chewacla Loam Chewacla Loam Chewacla Loam Drainage Class Poorly drained Poorly drained Poorly drained Poorly drained Poorly drained Soil Hydric Status Yes Yes Yes Yes Yes Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge WAM Score Low Low Low Low Low Wetland Type Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Bottomland Hardwood Forest Wetland Summary Information Parameter Wetland Z Wetland AA Wetland BB Wetland CC Size of Wetland (acres) 0.002 0.047 0.009 0.006 Wetland Type Riparian Riparian/Seep Riparian Riparian Mapped Soil Series Chewacla Loam Chewacla Loam Chewacla Loam Chewacla Loam Drainage Class Poorly drained Poorly drained Poorly drained Poorly drained Soil Hydric Status Yes Yes Yes Yes Source of Hydrology Groundwater discharge Groundwater discharge Groundwater discharge Groundwater discharge WAM Score Low Low Low Low Wetland Type Bottomland Hardwood Forest Bottomland Hardwood Forest/Seep Bottomland Hardwood Forest Bottomland Hardwood Forest 3.5 Existing Vegetation The existing natural community of the Site is disturbed due to long-term grazing and agricultural use. The forested sections are primarily composed of deciduous species such as tulip poplar (Liriodendron tulipifera), American sweetgum, American elm (Ulmus americana), red maple (Acer rubrum), black walnut (Juglans nigra), American beech (Fagus grandifolia), common persimmon (Diospyros virginiana), American sycamore, water oak (Quercus nigra), and willow oak. Canopy trees currently occupying the mid-story include American holly (Ilex opaca), black cherry (Prunus serotina), sugarberry (Celtis laevigata), cottonwood (Populus deltoides), mulberry (Morus alba) slippery elm (Ulmus rubra), smooth alder (Alnus serrulata), black locust (Robinia pseudoacacia), and possum-haw (Viburnum nudum). The herbaceous layer of the Site contains obligate wetland species such as arrow arum (Peltandra sagittifolia). Invasives species are interspersed at varying degrees of severity throughout the Site. Chinese privet populations are found among the shrub layer along with scattered population of multiflora rose. Sections of the stream have populations of Asian spiderwort. A population of mature tree of heaven (Ailanthus altissima) exists near the culvert on the upper portion of the project. In historically grazed areas pasture grasses such as tall fescue (Festuca arundinacea) occur. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 14 September 2024 3.6 Overall Functional Uplift Potential The primary stressors to Site streams include livestock access, stream incision, active stream erosion, poor water quality, historic wetlands converted to pasture, and areas of limited or absent bedform diversity. These stressors led to low NCSAM scores. Without intervention, Black Bear Creek and its tributaries will continue to erode, contributing more sediment and embedding habitat in receiving waters. Functional uplift for the Site is linked to improvement in and maintenance of hydrologic connectivity between streams, wetlands, and floodplains. Additionally, establishing a riparian buffer will help protect and enhance this connectivity. Functional uplift for the Site will be achieved through the following: • Cattle exclusion; • Restoring degraded stream channels to reduce erosion and reconnecting streams to the floodplain and riparian wetlands to restore hydrologic connectivity; • Reducing bank erosion and associated pollutants; • Planting riparian buffers to shade streams, filter upland runoff, stabilize streambanks with deep- rooted vegetation, and promote woody debris within the system; • Planting native vegetation in wetlands to provide riparian habitat, and increase nutrient cycling in the floodplain; • Establishing BMPs to provide additional treatment of upland runoff; and • Protecting the Site with a conservation easement. These project components are described in Section 5 in terms of goals, objectives, and outcomes for the project and in greater detail in Section 6 as the Site mitigation plan. 3.7 Site Constraints to Functional Uplift The following Site constraints have been identified and will be addressed as part of this project. One internal easement break and two external easement breaks are proposed at the Site (Figure 8). Crossing 1 is a 50-ft wide internal easement break located on Black Bear Creek Reach 1. One 36-inch circular corrugated metal pipe (CMP) and two 30-inch circular CMP culverts will be installed within the break to pass the 5-year storm. Crossing 2 is an external easement break for the landowner’s driveway off Dameron Road. Crossing 2 is not on a project stream, but there is a small wetland upstream of the driveway that will be protected by the easement. A new 30-inch circular culvert will be installed to provide drainage from the wetland to Black Bear Creek. Crossing 3 is a 60-ft wide external easement break located along Black Bear Creek Reach 3 that will consist of a ford crossing. The areas in these easement breaks are not proposed for credits. Ford and culvert crossings will be fenced and gated, if needed, for livestock exclusion. The crossings are summarized and numbered below in Table 5 and in Figure 8. Table 5: Summary of Site Easement Crossings and Breaks No. Location Width (ft) Internal or External Crossing Type 1 Black Bear Creek Reach 1 50 Internal Proposed Culvert Crossing 2 Driveway on David Stroup Parcel 60 External Proposed Culvert Crossing 3 Black Bear Creek Reach 3 60 External Proposed Ford Crossing Rutherford Electric Membership Corporation owns an overhead utility easement that runs along Dameron Road as well as upstream of Poplar Tributary B (Figure 8). A narrow easement width (<50 ft) will be required on the right side of Black Bear Reaches 3 and 4 to accommodate the easement as well as the Dameron Road right of way. The upper portions of Willow Tributary and Poplar Tributary B fall within the utility easement and will remain outside of the conservation easement. While stream work is Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 15 September 2024 proposed on these sections, no credit will be generated. The Wilmington District Stream Buffer Credit Calculator was used to calculate credit loss due to reduced buffers in these areas. The calculator is discussed below in Section 7.0 An abandoned trailer is located between Poplar Tributary A and Poplar Tributary B. This structure will be removed from the conservation easement prior to or during construction. The entire easement area can be accessed for construction, monitoring, and long-term stewardship from Dameron Road and Concord Church Road. 4.0 Regulatory Considerations Table 6 is a summary of regulatory considerations for the Site. These considerations are expanded upon in Sections 4.1-4.4. Table 6: Project Attribute Table Part 3 Regulatory Considerations Parameters Applicable? Resolved? Supporting Docs? Water of the United States - Section 404 Yes No PCN1 Water of the United States - Section 401 Yes No PCN1 Endangered Species Act Yes Yes Appendix 5 Historic Preservation Act Yes Yes Appendix 5 Coastal Zone Management Act No N/A N/A FEMA Floodplain Compliance Yes No N/A2 Essential Fisheries Habitat No N/A N/A 1PJD submitted to USACE on 1/10/2023 and approved 4/12/2023. A PCN will be submitted with the Final Mitigation Plan. 2Wildlands will prepare a Floodplain Development Permit in 2024 and anticipates a No-Rise Certification. 4.1 401/404 Care has been taken to design the streams to remain hydrologically connected to existing wetlands on- site, while minimizing impacts to those wetlands. The majority of floodplain grading will be considered a temporary impact to wetlands as hydrologic connectivity is anticipated to improve after channel restoration, and vegetation will be reestablished. Any wetlands within the conservation easement and outside of the limits of disturbance will be flagged with safety fence during construction to prevent unintended impacts. This will be noted in the final construction plans on the Erosion and Sediment Control Plan and Detail plan sheets, as well as in the project specifications. Temporary and permanent wetland impacts will be provided in the Pre-Construction Notification (PCN), after proposed floodplain grading has been completed, and will more accurately quantify these data. A conservative estimate of potential impacts includes 0.297 acres and 0.075 acres of temporary and permanent impacts, respectively. Temporary impacts are likely to be caused by floodplain grading, while permanent impacts will result from conversion to stream channel. 4.2 Threatened and Endangered Species Wildlands searched the US Fish and Wildlife Service (USFWS) Information for Planning and Consultation (IPaC) and the NC Natural Heritage Program (NHP) data explorer for federally listed threatened and endangered plant and animal species within the project action area. Potential species currently include one listed threatened species, one listed threatened by similarity of appearance and one proposed endangered species within the Site (Table 7). Pedestrian surveys conducted in September of 2022 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 16 September 2024 identified suitable habitat for the bog turtle (Glyptemys muhlenbergii), and the tricolored bat (Perimyotis subflavus) (TCB). No individual bog turtles or TCBs were observed and no TCB roosts were located during the pedestrian survey. Additionally, there are no known occurrences of either species within the project area or within 3-miles of the project area per the NHP. No suitable habitat or individuals were observed for the dwarf-flowered heartleaf (Hexastylis naniflora). In anticipation of the final TCB ruling, Wildlands will continue to monitor the listing status for TCB. If project construction activities are not complete once the listing becomes finalized, the project team will re-initiate consultation with USFWS, as appropriate, to ensure Endangered Species Act, Section 7 compliance. Refer to Appendix 5 for additional information associated with threatened and endangered species within the Site. Table 7: Listed Threatened and Endangered Species in Gaston County, NC Species Federal Status Common Name Scientific Name Flowering Plant Dwarf-flowered heartleaf Hexastylis naniflora Threatened Reptiles Bog turtle Clemmys muhlenbergii Similarity of Appearance (Threatened) Mammal Tricolored bat Perimyotis subflavus Proposed Endangered 4.3 Cultural Resources / Conservation Lands / Natural Heritage Areas The Site is not located near any entries listed on the National Register with the State Historic Preservation Office (SHPO). SHPO reviewed the project prospectus and responded in a letter dated March 3, 2023 that they are “aware of no historic resources which would be affected by the project.” 4.4 FEMA Floodplain Compliance and Hydrologic Trespass The Site is represented on the Gaston County Flood Map 370093518J. The very downstream end of Black Bear Creek (Long Creek Tributary 6A) is mapped as FEMA Zone AE and has an associated limited detailed model (Figure 10). Wildlands will coordinate with the Gaston County floodplain administrator to obtain a floodplain development permit and meet permit requirements. The project will also obtain a FEMA no-rise certification for the downstream extents to maintain regulatory floodplain and floodway elevations. Furthermore, the project will be designed to avoid hydrologic trespass on adjacent properties or local roadways. 5.0 Mitigation Site Goals and Objectives The overall goal of the project is to improve stream and riparian wetland function through stream restoration and riparian buffer re-vegetation. Project goals have been set in order to achieve the functional uplift outlined in Section 3.5 and alleviate the watershed stressors. The project goals and related objectives are described in Table 8. Table 8: Mitigation Goals and Objectives Goal Objective Expected Outcomes Exclude livestock from stream channels and riparian wetlands. Install livestock fencing as needed to exclude livestock from stream channels and riparian areas or remove livestock from adjacent fields. Reduce nutrient and sediment inputs to watershed. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 17 September 2024 Goal Objective Expected Outcomes Reduce sediment and nutrient input from eroding stream channels and improve the stability of stream channels. Construct stream channels that will maintain stable cross-sections, patterns, and profiles over time. Add bank revetments and instream structures to protect restored/enhanced streams. Reduce sediment inputs from bank erosion. Reduce shear stress on channel boundary. Reconnect channels with floodplains and riparian wetland to allow a natural flooding regime. Reconstruct stream channels with bankfull dimensions and depth based on reference reach data. Allow more frequent flood flows to disperse on the floodplain and in riparian wetlands. Restore and enhance wetland function and hydrology. Restore and enhance wetlands through re- establishment of hydrology. Remove the drainage effects of agricultural ditching and maintenance. Protection and enhancement of natural resources within the watershed. Restore, enhance, and supplement native floodplain, wetland, and streambank vegetation. Plant native trees and understory species in riparian zones, and plant native shrub and herbaceous species on streambanks. Treat invasive species within project area. Reduce sediment inputs from bank erosion and runoff. Increase nutrient cycling and storage in floodplain. Provide riparian habitat. Add a source of LWD and organic material to stream. Treat upland runoff before it enters restored streams. Install a stormwater BMP in an area of concentrated pasture runoff and eroded gully to treat runoff before it enters the stream channel and to prevent future headcut. Reduce nutrient and sediment inputs to watershed. Improve instream habitat by increasing bedform diversity. Establish alternating riffle-pool and/or step- pool sequences. Install habitat features such as brush toes, log and rock sills, log vanes, and j-hooks into restored/enhanced streams to promote habitat variability and pool formation. Add woody materials to channel beds. Increase and diversify available habitats for macroinvertebrates, fish, and amphibians leading to colonization and increase in biodiversity over time. Add complexity, including LWD to the streams. Permanently protect the Site from harmful uses. Establish conservation easements on the Site. Protect Site from encroachment on the riparian corridor and direct impact to streams, wetlands, and buffers. 6.0 Design Approach and Mitigation Work Plan 6.1 Stream Design Approach Overview The design approach for this Site is developed to meet the goals and objectives described in Section 5 which were formulated based on the potential for uplift described in Section 3.5. The design is also intended to provide the expected outcomes in Section 5, though these are not tied to performance criteria. The design approach for this Site uses a combination of analog and analytical approaches for the streams and relies on empirical data, prior experiences, and observations. Reference reaches were identified to serve as an acceptable range for design parameters. Channels were sized based on design discharge hydrologic analysis, which uses a combination of empirical and analytical data as described within this report. These design approaches have been used on many successful Piedmont restoration projects and are appropriate for the goals and objectives for this Site. Table 9 summarizes the primary Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 18 September 2024 stressors, restoration approach, and mitigation activities for the project reaches. Figures 8 and 9 provide an overview of the proposed mitigation activities on the Site. Table 9: Functional Impairments and Restoration Approach Reach Primary Stressors/Impairments Restoration Approach Black Bear Creek Reach 1 Moderate channel incision, historic channelization, bank erosion, lack of buffer, cattle access, low bedform diversity Restoration Black Bear Creek Reach 2 Severe channel incision, bank erosion, lack of buffer, cattle access, low bedform diversity Restoration Black Bear Creek Reach 3 Moderate channel incision, historic channelization, bank erosion, lack of buffer, cattle access, moderate bedform diversity Enhancement I Black Bear Creek Reach 4 Moderate channel incision, historic channelization, bank erosion, lack of buffer, cattle access, low bedform diversity Restoration Stroup Tributary A Moderate channel incision, bank erosion, cattle access, low bedform diversity, active headcuts Restoration/Enhancement II Stroup Tributary B Moderate channel incision, bank erosion, cattle access, poor buffer quality, low bedform diversity Restoration/Enhancement II Stroup Tributary C Severe channel incision, bank erosion, lack of buffer, severely cattle trampled, low bedform diversity Restoration Stroup Tributary D Severe channel incision, bank erosion, lack of buffer, cattle access, low bedform diversity, Restoration Poplar Tributary A Severe channel incision, bank erosion, poor buffer quality, cattle access, low bedform diversity Restoration Poplar Tributary B Severe channel incision, bank erosion, lack of buffer, cattle access, low bedform diversity Enhancement I Cub Tributary Severe channel incision, bank erosion, lack of buffer, cattle access, low bedform diversity Restoration Willow Tributary Mild channel incision, bank erosion, lack of buffer, cattle access, low bedform diversity Enhancement I 6.1.1 Reference Streams Eight reference reaches were identified for this Site and used to support the stream design (Figure 11). These reference reaches were chosen because of their similarities to the Site streams including drainage area, valley slope, morphology, and bed material. Reference reach information is provided in Table 10. Geomorphic parameters for these reference reaches are summarized in Appendix 4. One additional reference reach was used along with those in Table 10 to create the reference reach regional curve for the discharge analysis discussed below in Section 6.3. Table 10: Stream Reference Data Used in Development of Design Parameters Design Stream Black Bear Creek Stroup Tributary A R2 Stroup Tributary B R2 Stroup Tributary C Stroup Tributary D Reaches 1 and 2 Reaches 3 and 4 Reference Stream Stream Type C3 C3 C4 C4 C4 B4 Long Branch C4/E4 X Foust Upstream C4 X Pilot Mountain Tributary B4 X Reedy Creek Nature Preserve – South Fork B4c X X X Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 19 September 2024 Design Stream Black Bear Creek Stroup Tributary A R2 Stroup Tributary B R2 Stroup Tributary C Stroup Tributary D Reaches 1 and 2 Reaches 3 and 4 Reference Stream Stream Type C3 C3 C4 C4 C4 B4 UT to Varnals C4/E4 X X X X UT to South Crowders E4 X UT to Sandy Run E4 X UT to Rocky Creek E4b X X X Timber Tributary B4 X Table 10: Stream Reference Data Used in Development of Design Parameters (continued) Design Stream Poplar Tributary A Poplar Tributary B Cub Tributary Willow Tributary Reference Stream Stream Type B4 B4 C4 C4 Pilot Mountain Tributary B4 X X UT to Varnals C4/E4 X X UT to South Crowders E4 X X UT to Sandy Run E4 X X Timber Tributary B4 X X 6.1.2 Design Bankfull Discharge Analysis Multiple methods were used to estimate bankfull discharges for restoration reaches including regional curve data (Harman et al 1999), a regional flood frequency analysis using U.S. Geological Survey (USGS) gage sites, and reference reach data. The methods were compared, and a design discharge was selected based on the results of the different methods. Results of each method and the final design discharges are shown in Table 11 and illustrated in Figure 12. The results of the discharge analysis provided a range of discharge values, with the most concurrence found between values for the Wildlands regional flood frequency analysis 1.2-year storm and the site-specific reference reach curve. Table 11: Summary of Design Discharge Analysis Black Bear Creek Stroup Tributary A R2 Stroup Tributary B R2 Reach 1 Reach 2 Reach 3 Reach 4 DA (acres) 218 384 1,203 1,477 22 45 DA (sq. mi.) 0.34 0.60 1.88 2.31 0.03 0.07 NC Piedmont Regional Curve (cfs) 41 62 140 163 8 13 Wildlands Regional Flood Frequency Analysis (cfs) 1.2-year event 35 53 124 144 6 11 1.5-year event 51 76 174 202 9 16 Site Specific Reference Reach Curve 41 57 111 125 11 16 Final Design Q (cfs) 39 56 122 140 8 14 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 20 September 2024 Table 11: Summary of Design Discharge Analysis (continued) Stroup Tributary C Stroup Tributary D Poplar Tributary A Poplar Tributary B Cub Tributary Willow Tributary DA (acres) 155 5.3 45 40 32 199 DA (sq. mi.) 0.24 0.01 0.07 0.06 0.05 0.31 NC Rural Piedmont Regional Curve (cfs) 32 4 13 12 10 38 Wildlands Regional Flood Frequency Analysis (cfs) 1.2-year event 27 3 11 11 9 33 1.5-year event 39 4 16 15 13 47 Site Specific Reference Reach Curve 34 6 17 15 14 39 Final Design Q (cfs) 31 5 14 13 11 36 6.1.3 Design Channel Morphological Parameters Reference reach data was the primary source of information used to develop the morphological parameters for each of the restoration reaches. Ranges of pattern parameters were developed within the reference range with some exceptions based on best professional judgement and knowledge from previous projects. Key morphological parameters are summarized in Table 12 - 14. Complete design morphological parameters are included in Appendix 4. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 21 September 2024 Table 12: Summary of Morphological Parameters for C-Type Streams Parameter Existing Parameters Reference Parameters Proposed Parameters Black Bear Creek R1 Black Bear Creek R2 Black Bear Creek R3 Black Bear Creek R4 UT to Varnels Creek UT to South Crowders UT to Sandy Run Long Branch Foust Upstream Black Bear Creek R1 Black Bear Creek R2 Black Bear Creek R3 Black Bear Creek R4 Contributing Drainage Area (mi2) 0.34 0.6 1.88 2.31 0.41 0.22 0.15 1.49 1.4 0.34 0.6 1.88 2.31 Channel/ Reach Classification G4c B3 G4c C4 C4/E4 E4 E4 C4/E4 C4 C4 C4 C4/3 C4/3 Design Discharge Width (ft) 10.6 13.3 13.9 20.0 9.3-10.5 6.1-8.4 7.3-7.8 14.8- 18.6 18.5- 19.4 12.0- 13.5 13.0- 15.0 22.8 26.5 Design Discharge Depth (ft) 1.1 1.2 1.6 1.6 1.1-1.2 1-1.1 0.7-0.8 1.3-2.1 1.2-1.3 0.8-1.0 0.9-1.1 1.4 1.6 Design Discharge Area (ft2) 12.1 16.1 22.7 32.7 10.3- 12.3 6.4-8.7 5.7-6.2 28.0- 34.6 23.9- 24.1 9.6-13.5 11.8- 15.8 30.9 41.2 Design Discharge Velocity (ft/s) 3.2 3.8 5.7 4.4 4.4-5.2 2.5-3.4 3.4 3.6-4.0 4.0 3.1-4.2 3.6-5.0 4.0 3.5 Design Discharge (cfs) 39 56 124 144 54 22 20 101-124 95 39 56 124 144 Water Surface Slope (ft/ft) 0.004 0.009 0.011 0.006 0.017 0.009 0.015 0.004 0.009 0.007- 0.018 0.009- 0.021 0.008 0.005 Sinuosity 1.04 1.08 1.03 1.06 1.2 2.2 1.64 1.30 -- 1.28 1.09 N/A 1.18 Width/ Depth Ratio 9.3 10.9 8.5 12.2 8.1-9.3 5.8-8 6.6-9.8 7.9-13.8 14.3- 15.7 13.5- 15.0 14.3 16.8 17.1 Bank Height Ratio 2.0 2.4 2.4 1.4 1 1.4-2.1 1.7-2.6 1.2-1.5 -- 1.0-1.1 1.0-1.1 1.0-1.1 1.0-1.1 Entrenchment Ratio 1.9 2.2 2.1 5.0 5.7-10 3.7-4.3 1.6-2.1 >3.4 2.9-5.3 >2.2 >2.2 >2.2 >2.2 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 22 September 2024 Table 12: Summary of Morphological Parameters for C-Type Streams (continued) Parameter Existing Parameters Reference Parameters Proposed Parameters Stroup Trib A R2 Stroup Trib C Cub Trib Willow Trib UT to Varnels Creek UT to South Crowders UT to Sandy Run Long Branch Foust Upstream Stroup Trib A R2 Stroup Trib C Cub Trib Willow Trib Contributing Drainage Area (mi2) 0.03 0.24 0.05 0.31 0.41 0.22 0.15 1.49 1.4 0.03 0.24 0.05 0.31 Channel/ Reach Classification F4 B4c G4 E4 C4/E4 E4 E4 C4/E4 C4 C4 B4c C4 C4 Design Discharge Width (ft) 9.3 9.6 3.9 5.9 9.3-10.5 6.1-8.4 7.3-7.8 14.8- 18.6 18.5-19.4 8 9.5-11.0 8.3 13 Design Discharge Depth (ft) 0.4 0.8 0.7 1.2 1.1-1.2 1-1.1 0.7-0.8 1.3-2.1 1.2-1.3 0.6 0.7-0.8 0.6 0.9 Design Discharge Area (ft2) 3.6 7.6 2.8 7.3 10.3- 12.3 6.4-8.7 5.7-6.2 28.0- 34.6 23.9-24.1 4.8 6.5-9.2 4.7 12 Design Discharge Velocity (ft/s) 3.0 4.1 5.2 4.9 4.4-5.2 2.5-3.4 3.4 3.6-4.0 4 2.1 3.3-4.8 3 3 Design Discharge (cfs) 11 31 14 36 54 22 20 101-124 95 11 31 14 36 Water Surface Slope (ft/ft) 0.014 0.008 0.023 0.010 0.017 0.009 0.015 0.004 0.009 0.007 0.010- 0.029 0.014 0.008 Sinuosity 1.07 1.02 1.05 1.1 1.2 2.2 1.64 1.3 -- 1.22 1.17 1.10 1.08 Width/ Depth Ratio 23.7 12.1 5.5 4.7 8.1-9.3 5.8-8 6.6-9.8 7.9-13.8 14.3-15.7 13.4 13.1- 13.9 14.6 14.1 Bank Height Ratio 2.1 2.4 2.1 1.3 1.0 1.4-2.1 1.7-2.6 1.2-1.5 -- 1.0-1.1 1.0-1.1 1.0-1.1 1.0-1.1 Entrenchment Ratio 1.8 1.7 1.9 3.8 5.7-10 3.7-4.3 1.6-2.1 >3.4 2.9-5.3 >2.2 >1.4 >2.2 >2.2 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 23 September 2024 Table 13: Summary of Morphological Parameters for B-Type Streams Parameter Existing Parameters Reference Parameters Proposed Parameters Stroup Trib D Poplar Trib A Poplar Trib B Timber Tributary Pilot Mountain Tributary Stroup Trib D Poplar Trib A Poplar Trib B Contributing Drainage Area (mi2) 0.01 0.07 0.06 0.04 0.27 0.01 0.07 0.06 Channel/ Reach Classification G4 B4 G4 B4 B4 B4 B4 B4 Design Discharge Width (ft) 1.5 4.9 3.7 8.9 8.6 4.5 6.6 6.8 Design Discharge Depth (ft) 0.7 0.6 0.7 0.5 0.7 0.3 0.5 0.5 Design Discharge Area (ft2) 1.0 2.8 2.6 4.6 6.0 1.5 3.4 3.3 Design Discharge Velocity (ft/s) 5.6 6.2 6.0 3.7 5.3 3.7 5.2 4.7 Design Discharge (cfs) 6 17 15 17 32 6 17 15 Water Surface Slope (ft/ft) 0.036 0.049 0.047 0.033 0.038 0.044 0.049 0.043 Sinuosity 1.04 1.04 1.04 1.1 1.1 1.01 1.04 N/A Width/ Depth Ratio 2.3 8.5 5.4 17.0 12.5 13.5 12.8 14.1 Bank Height Ratio 4.6 2.2 2.8 1.0 1.0 1.0-1.1 1.0-1.1 1.0-1.1 Entrenchment Ratio 1.4 1.9 1.5 1.5 1.5 >1.4 >1.4 >1.4 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 24 September 2024 Table 14: Summary of Morphological Parameters for Bc-Type Streams Parameter Existing Parameters Reference Parameters Proposed Parameters Stroup Trib B R2 UT to Varnels Creek Reedy Creek UT to Rocky Creek Stroup Trib B R2 Contributing Drainage Area (mi2) 0.07 0.41 0.23 1.05 0.07 Channel/ Reach Classification F4 C4/E4 B4c E4b B4c Design Discharge Width (ft) 8.4 9.3-10.5 8.2-11.2 12.2 7.5-8.7 Design Discharge Depth (ft) 0.5 1.1-1.2 1-1.4 1.3 0.6-0.7 Design Discharge Area (ft2) 4.1 10.3-12.3 10.7-11.1 16.3 4.3-5.7 Design Discharge Velocity (ft/s) 3.8 4.4-5.2 2.7 5.5 2.7-3.7 Design Discharge (cfs) 16 54 26-32 85 16 Water Surface Slope (ft/ft) 0.016 0.017 0.007 0.020 0.010-0.021 Sinuosity 1.24 1.2 1.3 1.1 1.14 Width/ Depth Ratio 17.1 8.1-9.3 6-11.7 9.1 13.0-13.3 Bank Height Ratio 2.5 1.0 1.8-2.1 1.0 1.0-1.1 Entrenchment Ratio 1.5 5.7-10 1.5-1.9 6.0 >1.4 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 25 September 2024 6.1.4 Sediment Transport Analysis A qualitative assessment of sediment supply and sources in the project watershed was performed based on visual inspection, review of historic aerial photos, and future county zoning maps. The Site watersheds have not changed considerably in recent decades. The watersheds’ dominant land uses are agriculture and forest. The land is zoned for low-density residential purposes and there is no indication of future development at the Site. Adjacent agricultural practice disturbances provide a source of fine sediments to the easement. Vegetated buffers are designed to intercept concentrated flow paths and will filter most fine sediments contributed from the adjacent agricultural fields. Restored streambanks will be sloped at a gentle 3:1 or lower slope to allow for adjustment of channel sediment transport efficiency to the incoming flow and sediment load. A competence analysis was performed for all restoration and enhancement I reaches at the Site using shear stress as calculated by the Shields (1936) and Andrews (1984) equation described by Rosgen (2001). The competence analysis is used to guide channel pattern, profile, and material sizing by comparing shear stresses associated with the design bankfull discharge, proposed channel dimensions, and proposed channel slopes with the size distribution of the existing bed load. For most Site streams, results show that the design channels are capable of moving material slightly larger than the maximum particle size during bankfull flow events, indicating that the design channel will be stable or slightly degradational (Table 15). To provide grade control and maintain channel stability, riffle material will be sized so that the largest particle does not move. Stroup Tributary D, Poplar Tributary A, and Poplar Tributary B show moveable particle sizes much larger than the largest particle size. These streams are steep, headwater systems with slopes greater than four percent. Log and boulder steps along with deep scour pools will be constructed to dissipate energy and prevent erosion during bankfull flow events. The final plans will specify size and mixture of materials required for each reach to ensure stable and diverse bedforms for all Site streams. Table 15: Results of Competence Analysis Bear Creek R1 Bear Creek R2 Bear Creek R3 Bear Creek R4 Stroup Trib A R2 Stroup Trib B R2 Design Abkf (sq ft) 9.6-13.5 11.8-15.8 30.9 41.2 4.8 4.3-5.7 Design Wbkf (ft) 12.0-13.5 13.0-15.0 22.8 26.5 8.0 7.5-8.7 Design Dbkf (ft) 0.8-1.0 1.0-1.1 1.4 1.6 0.6 0.6-0.7 Design Schan (ft/ft) 0.007- 0.018 0.009- 0.021 0.008 0.005 0.007 0.010- 0.021 Design Bankfull Velocity (fps) 3.1-4.2 3.6-5.0 4.0 3.5 2.1 2.7-3.7 Bankfull Shear Stress, t (lb/sq ft) 0.43-0.88 0.59-1.15 0.66 0.47 0.24 0.40-0.73 Movable particle size Shields/Rosgen (mm) 32.6- 68.2/82.2- 138.3 44.6- 90.1/102.5 -168.3 50.7/112.2 35.8/87.8 17.8/53.5 29.6- 56.4/76.8- 120.9 Largest particle from bar/subpavement sample (mm) 20.0 30.0 45.0 32.0 20.0 19.0 Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 26 September 2024 Table 15: Results of Competence Analysis (continued) Stroup Trib C Stroup Trib D Poplar Trib A Poplar Trib B Willow Trib Cub Trib Design Abkf (sq ft) 9.2 1.5 3.4 3.3 12.0 4.7 Design Wbkf (ft) 11.0 4.4 6.7 3.7 13.0 8.3 Design Dbkf (ft) 0.8 0.3 0.5 0.5 0.9 0.9 Design Schan (ft/ft) 0.010 0.044 0.049 0.043 0.008 0.014 Design Bankfull Velocity (fps) 3.3 3.7 5.2 4.7 3.0 3.0 Bankfull Shear Stress, t (lb/sq ft) 0.52 0.88 1.51 1.26 0.42 0.48 Movable particle size Shields/Rosgen (mm) 39.7/94.5 68.6/138.9 119.5/205.5 99.6/180.7 31.9/81.0 36.1/88.3 Largest particle from bar/subpavement sample (mm) 34.0 50.0 18.0 2.0 30.0 21.0 6.2 Stream Design Implementation Priority 1 restoration will be implemented on most Site streams by raising channel beds to reconnect them with existing floodplains. Priority 2 restoration will only be used in transition areas and to avoid hydrologic trespass within the FEMA mapped zone on Black Bear Creek Reach 4. Priority 1.5, where the streambed is raised as much as possible to minimize but not eliminate floodplain excavation, will be used along steep, confined tributaries. Restoration reaches have been designed to create stable, functional stream channels based on reference reach parameters, design discharge analysis, and sediment transport analysis. Dimension, pattern, and profile have been designed for all restoration reaches to allow for frequent overbank flooding, hydrologic connection to riparian wetlands, a stable bed with variable bedforms, and stable bank slopes. Improved vertical and lateral stability will reduce stream channel erosion. Diverse bedforms will be established using in-stream structures appropriate for the geomorphic settings. These structures will provide grade control to prevent incision and serve as habitat features. Pools will have varied depths to increase habitat diversity and mimic natural streams. In-stream structures for all reaches will include constructed riffles, rock sills, log sills, log or rock steps, log or rock j-hooks, log vanes, brush toe, and soil lifts. Constructed riffles will be built from excavated on-site rock or quarry stone if an on-site source cannot be found. Constructed riffles will incorporate woody material and logs, which will provide varied pore spaces within the riffles to benefit hyporheic exchange processes and habitat formation. The diverse range of constructed riffle types will provide grade control, diversity of habitat, and will create varied flow vectors. Log j-hooks and log vanes will deflect flow vectors away from banks while adding to habitat diversity. Log and rock steps will be used to allow for small grade drops across pools. Brush toe will be constructed at selected meander bends to reduce erosion potential, encourage pool maintenance, and provide pool habitat variability. Coir fiber matting will be used to provide bank protection. 6.2.1 Black Bear Creek Black Bear Creek Reaches 1 and 2 will be restored using a Priority 1 restoration approach in which the channel bed is raised and realigned to meander through the existing floodplain. Reach 1 will begin at the existing culvert on Concord Church Road where rock pipe outlet protection will be installed to dissipate energy during higher flows and help prevent erosion. Downstream of the outlet, the channel will be Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 27 September 2024 relocated to meander through the right floodplain where wetland re-establishment is proposed (Section 6.3). Bankfull elevations will maintain floodplain connections and hydrate the riparian wetland. Reach 2 begins at Black Bear Creek’s confluence with Stroup Tributary C. The reach meanders through a moderately confined valley for approximately 360 ft before beginning a series of step pools to tie into existing grade at the property line. Black Bear Creek Reach 3 will consist of Enhancement I. Beginning at Dameron Road and extending to just downstream of its confluence with Poplar Tributary A, the streambanks will be graded at stable slopes, invasive species will be treated, and banks will be planted with native vegetation. This section of stream exhibits suitable bedform. Along the remainder of this reach, the streambed will be raised to reduce incision and allow a Priority 1 restoration approach downstream. Where possible, a bankfull bench will be constructed to provide relief during high flows. Streambanks will be graded to provide stable dimensions, and structures will be added to provide grade control and dissipate energy as well as improve bedform and aquatic habitat. Black Bear Creek Reach 4 will be restored using a Priority 1 restoration approach and transition to a Priority 2 approach at the downstream extent. Upstream of its confluence with Cub Tributary, the channel will be relocated and meandered along the existing floodplain, restoring pattern and profile to the previously straightened and incised stream. Downstream of its confluence with Cub Tributary, the channel will transition to a Priority 2 approach where a floodplain bench will be constructed. Reach 4 ends at the property line. 6.2.2 Stroup Tributary A Stroup Tributary A Reach 1 will consist of Enhancement II. This section exhibits stable banks and appropriate channel dimensions. However, cattle have access to the entirety of the stream. Enhancement work will consist of installing several constructed riffles to add bedform diversity to the channel, fencing out the cattle, and partial planting of the left floodplain. Stroup Tributary A Reach 2 is a short, transitional reach that will be relocated and meandered within the floodplain. Constructed riffles and bank revetments will be installed to diversify bedform and add habitat while also providing grade control. 6.2.3 Stroup Tributary B Stroup Tributary B Reach 1 will be addressed with enhancement II work. Eroded banks will be graded and stabilized, and structures will be added to provide grade control and diversify bedform. Mid-channel bars and concentrated flow paths in the floodplain will be removed. Restoration will be implemented on Reach 2. A new channel will be constructed within the floodplain, restoring a stable pattern and profile. Downstream of the meandering section, a series of step pools will drop Stroup Tributary B down to the confluence with Black Bear Creek Reach 1. Structures will be added throughout the restored reach to provide grade control and diversify bedform. 6.2.4 Stroup Tributary C Stroup Tributary C will be restored using a Priority 1 restoration approach. The channel will be relocated and meandered within the floodplain, restoring pattern and profile to the previously straightened and incised stream. A log sill will be placed at grade at the upstream end of the project to provide grade control as the tributary enters the project area. Structures will be added to provide grade control and diversify bedform. 6.2.5 Stroup Tributary D Stroup Tributary D will be restored using a Priority 1.5 approach where the streambed will be partially raised to minimize floodplain excavation. A series of step pools will allow the channel to quickly drop Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 28 September 2024 grade as it flows towards its confluence with Black Bear Creek Reach 2. Two pocket wetlands will be constructed upstream of the tributary to treat runoff from the surrounding cattle pasture. 6.2.6 Poplar Tributary A Poplar Tributary A will be restored using a Priority 1.5 approach. The new channel will be constructed within the confines of the existing channel, and the streambed will be raised to restore dimension and profile. Stream pattern will be improved where appropriate, and where absent, a bankfull bench will be excavated to provide relief during high flows. Structures will be added to provide grade control and diversify bedform. Upstream of the jurisdictional limit of Poplar Tributary A, swale stabilization will be implemented to capture concentrated runoff and convey flows to the restored stream in a stable fashion. 6.2.7 Poplar Tributary B Poplar Tributary B is proposed for enhancement I. The streambed will be raised within the existing alignment and streambanks will be graded to improve dimension and profile. A bankfull bench will be excavated to provide relief during high flows. Structures will be added to provide grade control and diversify bedform. 6.2.8 Willow Tributary Willow Tributary is proposed for enhancement I credit and will consist of enhancement II work and restoration. Enhancement II will begin downstream of the culvert under Dameron Road where rock pipe outlet protection will be installed to dissipate energy during higher flows and help prevent erosion.Stream banks will be graded back at 3:1 slopes and constructed riffles installed to provide stability and diversify bedform. As the stream enters the broad floodplain of Black Bear Creek, Willow Tributary will be restored using a Priority 1 approach until its confluence with Black Bear Creek. 6.2.9 Cub Tributary Cub Tributary will be restored using a Priority 1.5 approach. Appropriate pattern and profile will be reestablished, and structures will be added to provide both grade control and habitat. Immediately upstream of the jurisdictional limit of Cub Tributary, swale stabilization will be implemented to capture surface runoff and convey flows to the channel. 6.3 Wetland Design Approach Overview The proposed design includes the re-establishment of 1.83-acres, the rehabilitation of 0.20-acres, and the enhancement of 0.13-acres of historically altered wetlands and the creation of 0.31-acres of wetland through the bottomland floodplain of Black Bear Creek Reach 1 and Reach 2. Wildlands performed a multilevel analysis of the proposed wetland area to holistically understand the farming and anthropogenic effects, current and proposed hydrologic conditions, and current and potential hydric soil development in the proposed wetland areas. Hydric soil investigations, along with site observations and existing groundwater gage data, were used to guide proposed wetland grading and design. Areas proposed for wetland re-establishment contain evidence of relic hydric soils which indicate these areas were previously wetlands prior to agricultural and hydrologic manipulation. Wetland rehabilitation areas are existing jurisdictional wetlands that are currently lacking some function due to current hydrologic or vegetation alterations. 6.3.1 Hydric Soils Investigation An LSS evaluated the Site on July 15, 2021 to assess the extent and depth of hydric soil indictors within areas proposed for wetland restoration. Areas containing hydric soils but lacking a contemporary wetland hydrologic regime were likely functional wetlands prior to manipulation of the Site for agricultural purposes. Thirty-five soil borings were taken at the Site: 22 along Black Bear Creek Reaches 1 and 2 and 13 along Black Bear Creek Reach 4. Overall, hydric soils and hydric soil indicators were absent Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 29 September 2024 along the floodplain of Black Bear Creek Reach 4; therefore, wetland mitigation is not proposed along this reach. Along Black Bear Creek Reaches 1 and 2, all soil borings met the F3 (depleted matrix) indicator within 10 inches of the surface. Additionally, three borings that met the F19 (piedmont floodplain soils) indicator also had an F3 indicator within an inch or two below 10 inches. The soils investigation observed predominately Wehadkee soil series in the proposed wetland re-establishment and rehabilitation areas, as opposed to the Worsham and Chewacla soil series found in the NRCS web soil survey. A complete copy of the hydric soils investigation report can be found in Appendix 4 6.3.2 Hydrologic Monitoring and Evaluation Seven groundwater gages (GWG) were installed at the Site to monitor existing hydrology in proposed wetland areas (Figure 3). GWGs 1 through 5 are in areas proposed for wetland re-establishment or channel restoration. GWG 6 is in an existing wetland on the left floodplain of Black Bear Creek Reach 2, which is proposed for wetland rehabilitation. Lastly, GWG 7 is in an existing wetland adjacent to Stroup Tributary A on the left floodplain of Black Bear Creek Reach 1, an area which is not proposed for wetland credit. Groundwater data was collected at the Site from June 1, 2022 to September 28, 2023. GWGs 1 through 5 are located in relic hydric areas and have recorded hydroperiods ranging from 0.0% to 7.2% of the growing season, suggesting that the adjacent incised channel has drained these areas. GWG 6 and GWG 7 are located in existing wetlands and have the highest hydroperiods of 80.4% and 18.9%, respectively. Overall, the gage data shows that groundwater within the proposed wetland restoration areas is shallow and that adequate hydrology to support wetland processes is possible with Site manipulation. Table 16 shows an evaluation of saturation periods from the existing gages and full hydrologic data for each gage can be found in Appendix 4. Table 16: Groundwater Gage Summary Gage Consecutive Days in Growing Season Wells Met Groundwater Depth Criterion (Days) Consecutive Percent Growing Season Wells Met Groundwater Depth Criterion (%) Evaluated Dates Proposed Wetland Approach 2022 2023 2022 2023 2022 2023 1 1 19 0.4 7.2 6/1/2022 – 12/31/2023 1/1/2023 – 9/28/2023 Re-establishment 2 2 6 0.8 2.3 N/A1 3 2 7 0.8 2.6 Re-establishment 4 0 1 0.0 0.4 Re-establishment 5 0 1 0.0 0.4 N/A1 6 172 213 64.9 80.4 Rehabilitation 7 0 50 0.0 18.9 N/A2 1Groundwater gages 2 and 5 are located within the proposed stream channel alignment 2Groundwater gage 7 is located in Wetland A, which is not proposed for wetland credit 6.4 Wetland Design Implementation Jurisdictionally delineated wetlands located on the right floodplain of Black Bear Creek Reaches 1 and 2 are slated for rehabilitation. Existing hydrology within these areas will be improved by filling existing incised wetland outlets to decrease drainage and roughening the surface of these wetlands to promote increased retention times. The restoration of existing incised streams will raise overall water table elevations within the existing wetland areas which will help to improve hydrologic function. Rehabilitation areas which are dominated with pasture grasses and grazed will be planted with appropriate woody species to establish a forested wetland system. Invasives will be treated if present. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 30 September 2024 Cattle will also be excluded from wetland areas, eliminating wallow areas which are currently acting as nutrient and sediment sources for the project’s receiving waters. Relic wetland areas will be reestablished on the Site through hydrologic uplift, establishment of forested wetland plant communities, cattle exclusion, and roughening to promote increased retention times. Hydrology within proposed wetland re-establishment areas has been altered by agricultural ditching and drainage effects of incised channels. Restoration of the adjacent stream channels will raise hydrology and increase overbank events. Minor grading (<6”) will be conducted in these areas to remove non-hydric overburden material that has been deposited since the initial clearing and conversion of the wetlands and surrounding hillslopes for agriculture. Areas of 6-12” of cut are proposed along the existing Black Bear Creek to remove spoil piles on the floodplain. Vegetation within wetland re-establishment areas has been maintained as pasture and grazed by cattle. Increased roughness from vegetation will reduce surface drainage effects within the wetland and allow for development of facultative herbaceous and woody species. Grading within the proposed wetland restoration areas is focused on restoring stream and floodplain connectivity as well as a natural flooding regime. Wetland restoration through re-establishment is proposed on 2.14-acres along Black Bear Creek Reaches 1 and 2 (Figure 8). Re-establishment will begin no less than five feet from the edge of the proposed stream’s top of bank to compensate for the natural drawdown that occurs between wetlands and streams. All wetlands will be disked and roughened to reduce soil compaction, and invasive species will be mechanically removed. On average, hydric soils were observed between 6 and 10 inches below the surface. Detailed wetland grading plans are included in the provided plans in Appendix 9. 6.5 Vegetation and Planting Plan The purpose of the planting plan is to establish a robust and diverse selection of native trees, shrubs, and herbaceous vegetation indicative of Piedmont Bottomland Forest (Typic Low Subtype) and Alluvial Forest community types. While historical land uses have drastically altered the plant composition across this site, the Site’s goal is to establish vegetation that will mature into a stratified hardwood forest appropriate for the Site’s physiographic characteristics. The species composition to be planted is based on the community type, occurrence of species in riparian buffers adjacent to the Site, best professional judgement on species establishment, and anticipated Site conditions in the early years following project implementation. Based on existing species composition observed along Site streams, the Piedmont Bottomland Forest (Typic Low Subtype) defined by Schafale (2012) is the target community. The canopy, subcanopy and shrub layers will be restored through planting a mixture of bare root trees and shrubs appropriate to the target community. An existing conditions floristic inventory found portions of the easement in pasture or forest to be largely devoid of a developed herbaceous layer. The herbaceous layer will be restored by seeding the disturbed area with a native seed mix. Species chosen for planting are listed on Sheet 4.0 of the draft plans located in Appendix 9. The limits of the various planting zones are located on Sheets 4.1-4.3 of the draft plans. Streambanks will be planted with a combination of appropriate live stakes, herbaceous plugs, and permanent native seed mix. Herbaceous plugs and live stakes will be planted throughout the Site’s streams in combination with instream structures to add toe-of-slope protection for the streambanks. Area Proposed for Wetland Re-establishment Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 31 September 2024 The proposed buffer planting zone (approximately 30.8 acres) will be planted with trees and shrubs primarily composed of facultative species of bare root seedlings indicative of Piedmont Bottomland (Typic Low Subtype) Forests. Species selected for this zone are intended to create a stratified forest that is composed of early successional to late successional species. The partially forested buffer zone (approximately .9 acres) will be supplementally planted with native tree and shrub tubelings intended to diversify the existing canopy. Species have been selected for shade tolerance that are indicative of the target natural community type. The wetland planting zone (approximately 3 acres) will be planted with trees and shrubs primarily composed of obligate to facultative wetland bare root seedlings. Species selected for this zone are intended to create a stratified forest that is composed of early successional to late successional species. Additionally, live stakes will be incorporated as needed to help stabilize areas where substantial flows can occur during rain events. The buffer preservation zone (approximately 5.3 acres) of the Site will be monitored for invasive species and treated as necessary through the life of the project. These forested sections have an existing healthy target community with mature populations and do not require replanting. Any disturbance caused by nearby construction in these areas will be limited and replanted as necessary. Invasive vegetation within the easement will be treated and/or mechanically removed during construction, but additional treatment is expected. Invasive species’ presence will be monitored and treated as necessary throughout the monitoring period. Additional monitoring and management issues regarding vegetation are included in Sections 9 and Appendix 6. 6.6 Land Management The primary purpose of land management prior to construction is to effectively treat invasive plant populations and to assess soil quality. As detailed below, populations of invasive plants on the Site will be treated before and during construction. The most prominent invasive species are scattered populations of multiflora rose (Rosa multiflora), Chinese privet (Ligustrum sinense), and marsh dewflower (Murdannia keisak). Post construction land management will fall under the Adaptive Management Plan, which is further described in Section 11 and Appendix 6. 6.7 Project Risk and Uncertainties In general, this project has low risk. The landowners live in the immediate area and are active on the property. They will be able to repair damaged fences and/or remove stray livestock from the easement quickly. Upon completion of construction, the conservation easement will be delineated with fence, witness posts, and signage as outlined in NC DMS 2018 guidance document to discourage accidental encroachment. If signs of encroachment are present or an area is deemed high risk for encroachment, the easement marker’s visibility will be enhanced. There is little to no risk of hydraulic trespass from the project due to the current and designed channel slopes of the project streams and the restoration approaches. Grading into the banks will occur on small areas of Priority 2 restoration and slopes will be graded at a maximum of 3:1 to reduce the risk of erosion during the vegetation establishment and stabilization period. The Priority 2 restoration sections can face risk of stunted vegetation growth and floodplain erosion during initial stabilization. These risks will be managed through topsoil salvage and application to the floodplain, soil amendments, and an active stabilization plan during construction. There is one internal easement break and two external breaks designated for agricultural or residential access. The internal easement break is proposed to be a culvert crossing and is located on Black Bear Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 32 September 2024 Creek Reach 1. One external easement break is a proposed ford crossing on Black Bear Creek Reach 3. The second external break is located along the landowner’s driveway and involves replacement of an existing culvert crossing that connects wetlands. There is potential for utility maintenance where existing utility easements cross the project. One utility pole is located just upstream of Poplar Tributary B, and the guide wire for another pole crosses into the easement on Black Bear Reach 3. It is expected that impacts will most likely be limited to vegetation, however there is a chance more complex utility line maintenance could occur. Should utility maintenance occur in the future and encroach within the conservation easement, Wildlands will follow the Maintenance Plan (Appendix 6) to repair disturbed signage, damaged stream and/or riparian vegetation. All stream projects have some risk for beaver colonization. There is no on-site evidence of current or past beaver activity within the project limits. If beaver move into the project areas, Wildlands will follow the Maintenance Plan to address this issue. 7.0 Determination of Credits The final stream and wetland credits associated with the Site are listed in Tables 17 and 18. Steam Restoration (R) is proposed at a ratio of 1:1 and Stream Enhancement Level I (EI) is proposed at a ratio of 1.5:1, while Enhancement Level II (EII) is proposed at ratios of 2.5:1 and 4:1. Willow Tributary is comprised of a mixture of R and EII treatments and is proposed for credit as EI at 1.5:1. Wetland re- establishment is proposed at a ratio of 1:1; wetland rehabilitation is proposed at a credit ratio of 1.5:1; wetland enhancement is proposed at a credit of 2:1; and wetland creation is proposed at a credit of 3:1. No direct credit is sought for BMPs. The credit release schedule is located in Appendix 7. All riparian buffers are the required minimum of 50 feet, excluding areas limited due to existing utility easements, crossings, or property lines. The sum of these areas exceeds the 5% threshold allowed by the NCIRT mitigation guidance; subsequently, proposed credits were reduced using the issued Wilmington District Stream Buffer Credit Calculator. Results and mapping from the analysis are included in Appendix 10 and results from the GIS analysis are included with submitted digital files. An additional 2% stream credit is proposed on Black Bear Creek where benthic macroinvertebrate monitoring will be conducted. Benthic monitoring credit is tied to completion of the proposed monitoring activities and is not tied to success criteria. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 33 September 2024 Table 17: Project Assets and Credits Project Segment Existing Length (LF or Ac) Mitigation Plan Footage or Acreage Mitigation Category Restoration Level Priority Level Mitigation Ratio (X:1) Stream Credits Benthic Credits Comments Black Bear Creek R1 1,922 1,481 Warm R 1 1 1,481.00 29.620 Channel restoration, planted buffer, cattle exclusion Black Bear Creek R2 635 Warm R 1 1 635.000 12.700 Channel restoration, planted buffer, cattle exclusion Black Bear Creek R3 2,434 477 Warm EI N/A 1.5 318.000 6.360 Bank grading, raising of streambed, structure placement, planted buffer, cattle exclusion Black Bear Creek R4 2,131 Warm R 1 1 2,131.00 42.620 Channel restoration, planted buffer, cattle exclusion Stroup Tributary A R1 544 403 Warm EII N/A 4 100.750 N/A Structure placement, cattle exclusion Stroup Tributary A R2 180 Warm R 1 1 180.000 N/A Channel restoration, planted buffer, cattle exclusion Stroup Tributary B R1 689 221 Warm EII N/A 2.5 88.400 N/A Bank grading, structure placement, planted buffer, cattle exclusion Stroup Tributary B R2 496 Warm R 1 1 496.000 N/A Channel restoration, planted buffer, cattle exclusion Stroup Tributary C 970 859 Warm R 1 1 859.000 N/A Channel restoration, planted buffer, cattle exclusion Stroup Tributary D 48 47 Warm R 1 1 47.000 N/A Channel restoration, planted buffer, cattle exclusion, BMP to treat agricultural runoff Poplar Tributary A 556 528 Warm R 1.5 1 528.000 N/A Channel restoration, planted buffer, cattle exclusion Poplar Tributary B 272 273 Warm EI N/A 1.5 182.000 N/A Bank grading, raising of streambed, structure placement, planted buffer, cattle exclusion Cub Tributary 154 202 Warm R 1.5 1 202.000 N/A Channel restoration, planted buffer, cattle exclusion Willow Tributary 643 423 Warm EI N/A 1.5 282.000 N/A Bank grading, structure placement, channel restoration, planted buffer, cattle exclusion Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 34 September 2024 Project Segment Existing Length (LF or Ac) Mitigation Plan Footage or Acreage Mitigation Category Restoration Level Priority Level Mitigation Ratio (X:1) Stream Credits Benthic Credits Comments Wetland Re- establishment 0.000 1.826 Riparian R N/A 1 1.826 N/A Raise streambed to improve hydrology, remove overburden material, surface roughening, native vegetation planting, cattle exclusion Wetland Rehabilitation 0.203 0.203 Riparian RH N/A 1.5 0.135 N/A Raise streambed to improve hydrology, surface roughening, native vegetation planting, cattle exclusion Wetland Enhancement 0.127 0.127 Riparian E N/A 2 0.064 N/A Native vegetation planting, cattle exclusion Wetland Creation 0.000 0.309 Riparian C N/A 3 0.103 N/A Raise streambed to improve hydrology, native vegetation planting, cattle exclusion Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 35 September 2024 Table 18: Project Credits Restoration Level Stream Riparian Wetland Non-Rip Coastal Warm Cool Cold Riverine Non-Riv Wetland Marsh Restoration 6,559.000 Re-establishment (1:1) 1.826 Rehabilitation (1.5:1) 0.135 Enhancement (2:1) 0.103 Enhancement I 782.000 Enhancement II 189.150 Creation (3:1) 0.064 Preservation Additional Credit from Extended Buffers1 81.580 Additional Credit from Macroinvertebrate Monitoring and Water Quality Samplings2 91.300 TOTAL 7,703.030 2.128 1Detailed calculations are included in Appendix 10. 2Additional credit for proposed macroinvertebrate and water quality sampling equal to 2% of the baseline stream credit for each project stream. 8.0 Performance Standards The stream and wetland performance standards for the project will follow approved performance standards presented in the Wilmington District Stream and Wetland Compensatory Mitigation Update issued October 2016 by the USACE and NCIRT. Annual monitoring and routine site visits will be conducted by a qualified scientist to assess the condition of the finished project. Specific performance standards components that apply to this project are for vegetation, water quality and macroinvertebrate, stream morphology and hydrology as described in the 2016 Compensatory Mitigation Update including Vegetation (Section V, B, Items 1 through 3) and Stream Channel Stability and Stream Hydrology Performance Standards (Section VI, B, Items 1 through 7), Stream Water Quality and Macroinvertebrate Criteria (Section VII, A, Items 1 through 5; and B, Items 1 through 5), and Wetland Hydrologic Performance Criteria (Section IX, C, Items 1 through 3). Table 19 summarizes the performance standards and links the standards to the project goals and objections discussed in Section 5.0. The growing season based on the Gaston County WETS table for a 50% probability of soil temperature greater than 28 degrees Fahrenheit is March 14th through November 24th, which represents a 255-day growing season (USDA-NRCS 2023). However, Wildlands proposes a growing season from March 1st through November 20th (265 days) based on soil temperature observations and bud burst occurring prior to or near March 1 at several nearby mitigation sites within and adjacent to Gaston County. The Gaston County WETS table suggests an end to growing season that extends beyond USACE standards therefore Wildlands will instead employ the maximum November 20th date as the end of the growing season (USACE 2016). Photo documentation of soil temperature data, WETS table, and bud burst are included in Appendix 4. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 36 September 2024 Additionally, the results of the hydric soil investigation (Section 6.3.1) indicate that Wehadkee soils are predominant in the wetland mitigation areas at the Site. Therefore, the hydroperiod criterion for Wehadkee soils is proposed for these wetland mitigation areas. Table 1 in the Wilmington District Stream and Wetland Compensatory Mitigation Update (2016) indicates a hydroperiod criterion for Wehadkee soils is 12-16%. Based on this, the proposed hydroperiod criterion is 12% (32 consecutive days of water table within 12 inches of the ground surface). Table 19: Summary of Performance Standards Goal Objective Performance Criteria1,2,3 Measurement Exclude livestock from stream channels. Install livestock fencing as needed to exclude livestock from stream channels and riparian areas or remove livestock from adjacent fields. Prevent easement encroachment from livestock. Visually inspect the perimeter of the Site to ensure no easement encroachments are occurring. Reduce sediment and nutrient input from eroding stream channels and improve the stability of stream channels. Construct stream channels that will maintain stable cross- sections, patterns, and profiles over time. Add bank revetments and instream structures to protect restored/enhanced streams. ER over 1.4 for B‐type and 2.2 for C‐type channels and BHR below 1.2 with visual assessments showing progression towards stability. Cross‐sections will be assessed during MY1, MY2, MY3, MY5, and MY7 and visual inspections to document any signs of instability will be documented annually. Reconnect channels with floodplains and allow a natural flooding regime. Reconstruct stream channels with bankfull dimensions and depth based on reference reach data. Four bankfull events in separate years within the 7‐year monitoring period. Continuous flow (30 consecutive days) documented for intermittent stream with R or EI restoration levels. Crest gauges and/or pressure transducers recording flow elevations. Restore and enhance wetland function and hydrology. Restore and enhance wetlands through re- establishment of hydrology. Remove the drainage effects of agricultural ditching and maintenance. Water table within 12 inches of the soil surface for a consecutive 12% (32 days) of the growing season. Proposed growing season dates are March 1 through November 20. Groundwater gages will be installed in wetland re- establishment and rehabilitation areas and monitored annually. Restore, enhance, and supplement native floodplain and streambank vegetation. Plant native trees and understory species in riparian zones, and plant native woody and herbaceous species on streambanks. Treat invasive species within project area. In open buffer and wetland planted areas of the Site, Survival rate of 320 stems per acre at MY3, 260 planted stems per acre at MY5, and 210 stems per acre at MY7. For the open buffer areas, the average height of 7 feet in each plot at MY5 and 10 feet in each plot at MY7 for planted stems. For Permanent and mobile vegetation plots measuring 100 square meters are established on 2% of the planted area. A vegetation transect will be used to monitor planted stem survival in partially forested planted areas. All vegetative areas are monitored during MY1, MY2, MY3, MY5, and MY7. Invasive Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 37 September 2024 Goal Objective Performance Criteria1,2,3 Measurement wetland planted areas, plots should average heights of 6 feet at MY5 and 8 feet in each plot at MY7. Shrub and sub‐ canopy species are excluded from the height requirement. No performance criteria required for partially planted buffer areas and buffer preservation areas species coverage will be visually assessed annually. Treat upland runoff before it enters restored streams. Install stormwater BMPs in areas of concentrated pasture runoff and/or eroded gullies to treat runoff before it enters the stream channel and to prevent future headcuts. There is no required performance standard for this metric. N/A Improve instream habitat by increasing bedform diversity. Establish alternating riffle-pool and/or step- pool sequences. Install habitat features such as brush toes, log and rock sills, log vanes, and j- hooks into restored/enhanced streams to promote habitat variability and pool formation. Add woody materials to channel beds. There is no required performance standard for this metric. Visual assessment. Improve biological function. Improve conditions for aquatic organisms and reestablish biological connection between riparian and aquatic ecosystems. There is no required performance standard for this metric. Benthic macroinvertebrate and single event water quality sampling will occur pre‐ construction, MY3, MY5, and MY7. Permanently protect the site from harmful uses. Establish conservation easements on the Site, including headwater streams. Prevent easement encroachment. Visually inspect the perimeter of the Site to ensure no easement encroachment is occurring. 1. BHR = bank height ratio, ER = entrenchment ratio 2. The tributaries are designed to incise as they approach the main streams, so this would not be considered a trend towards instability. Riffles may fine over the course of monitoring due to the stabilization of contributing watershed sediment sources. 3. Vegetation performance will be evaluated in the permanent and mobile plots within planting areas. Low growing trees and shrubs are excluded from height requirements. No single planted or volunteer species shall comprise more than 50% of the total stem density within any plot at year 3, 5 or 7. No performance criteria are required for the partially planted buffer areas and buffer preservation areas. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 38 September 2024 9.0 Monitoring Plan The Site monitoring plan has been developed to ensure that the required performance standards are met, and project goals and objectives are achieved. Annual monitoring will consist of collecting geomorphic, vegetative, single event water quality (pH, temperature, dissolved oxygen, and conductivity), macroinvertebrate samples, and hydrologic data to assess project success based on the restoration goals, previously outlined in Section 8.0. Annual monitoring data will be reported in accordance with Regulatory Guidance Letter (RGL) 08‐03. The monitoring period will extend seven years beyond the completion of construction or until performance criteria have been met. All survey data will be georeferenced to North Carolina State Plane coordinates. Using the RGL 08‐03, a baseline monitoring document and as‐built record drawings of the project, to include red‐line notation, will be developed within 90 days of the planting completion and monitoring device installation on the restored Site. Monitoring reports will be prepared in the fall of each year of monitoring and submitted to USACE no later than April 1 of the year following monitoring. Full monitoring reports will be submitted in monitoring years 1, 2, 3, 5, and 7. Abbreviated monitoring reports will be submitted in monitoring years 4 and 6. Closeout will occur seven years beyond completion of construction or until performance standards have been met. Project monitoring components are listed in more detail in Table 20Table 21. Approximate locations of the proposed monitoring components are illustrated in Figures 13A - C. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 39 September 2024 Table 20: Monitoring Components Parameter Monitoring Feature Quantity/Length by Reach Frequency Notes Black Bear Creek Stroup Trib A Stroup Trib B Stroup Trib C Stroup Trib D Reach 1 Reach 2 Reach 3 Reach 4 Reach 1 Reach 2 Reach 1 Reach 2 Dimension Riffle Cross- sections 3 1 1 3 N/A 0 N/A 1 2 0 Year 1, 2, 3, 5, & 7 1 Pool Cross- sections 2 1 1 2 N/A 0 N/A 0 2 0 Substrate, Pattern, & Profile Pebble Counts, Pattern, and Longitudinal Profile N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 2 Stream Hydrology Crest Gage (CG) and/or Stream Gage (SG) 1 CG 1 CG 1 SG 0 CG N/A N/A 1 CG 1 SG Semi- Annual 3 Wetland Hydrology Groundwater Gage 5 GWG (Sitewide) Semi- Annual 4 Vegetation Total Plots (Permanent /Mobile / Transect) 23 Total Riparian (17 Permanent / 5 Mobile / 1 Transect) 3 Total Wetland (2 Permanent / 1 Mobile /0 Transect) Year 1, 2, 3, 5, & 7 5 Visual Assessment Y Semi- Annual Benthic Macro- Invertebrates/ Water Quality Qual 4 Sampling 2 N/A N/A N/A N/A Pre-Con, Year 3, 5, & 7 6 Exotic & Nuisance Vegetation Semi- Annual 7 Project Boundary Semi- Annual 8 Reference Photos Photographs 8 1 4 6 1 1 1 1 3 2 Annual Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 40 September 2024 Table 20: Monitoring Components (continued) Parameter Monitoring Feature Quantity/Length by Reach Frequency Notes Poplar Trib A Poplar Trib B Cub Trib Willow Trib Dimension Riffle Cross-sections 1 0 0 0 Year 1, 2, 3, 5, & 7 1 Pool Cross-sections 0 0 0 0 Substrate, Pattern & Profile Pebble Counts, Pattern, and Longitudinal Profile N/A N/A N/A N/A N/A 2 Stream Hydrology Crest Gage (CG) and/or Stream Gage (SG) 1 SG 0 CG 1 SG 0 CG Semi-Annual 3 Wetland Hydrology Ground Water Gage (GWG) Semi-Annual 4 Vegetation Total Plots (Permanent/Mobile/Transect) Year 1, 2, 3, 5, & 7 5 Visual Assessment Semi-Annual Benthic Macro- Invertebrates/ Water Quality Qual 4 Sampling N/A N/A N/A N/A Pre-Con, Year 3, 5, & 7 6 Exotic & Nuisance Vegetation Semi-Annual 7 Project Boundary Semi-Annual 8 Reference Photos Photographs 1 1 1 2 Annual 1. Cross-sections will be permanently marked with rebar to establish location. Surveys will include points measured at all breaks in s lope, including top of bank, bankfull, edge of water, and thalweg. 2. Substrate, pattern, and profile will be assessed visually during semi-annual site visits. Longitudinal profile will be collected during as-built baseline monitoring survey only, unless observations indicate widespread lack of vertical stability (greater than 10% of reach is affected) and profile survey is warranted in additional years to monitor adjustments or survey repair work. 3. Pressure transducers will be used to measure bankfull events and stream flow. Crest gages (CG) refer to bankfull events, a nd stream gages (SG) refer to stream flow documentation. Stream flow will measure intermittent flow and be used as a hydrologic measurement for restored "A" and "B" type channels, since floodplain interaction on these types of channels is less concerning a s a function hydrologic measurement. Transducers will be inspected and downloaded quarterly or semi-annually, evidence of bankfull events will be documented with a photo when possible. Transducers will be set to record stage once every 2 - 4 hours based on the reported data. 4. Vegetative indicators, including bud burst and leaf drop, will also be recorded during biannual Site visits. Soil profile descriptions will be recorded at each bore location where a gage is installed during as-built monitoring feature installation. The profile descriptions will present a record of the soil horizons, color, texture, and redoximorphic features. 5. Both mobile and permanent vegetation plots will be utilized to evaluate the vegetation performance for 2% of the open, planted riparian and wetland zones, and the partially forested planting zone will be evaluated by visual assessment and permanent vegetative transects. Permanent and mobile vegetation monitoring plot assessments will follow the 2016 NC IRT Wilmington Dis trict Stream and Wetland Compensatory Mitigation Update to document the number of planted stems and species, while the vegetative transects will document the species and their vigor based on survivability (excellent, good, fair, unlikely to survive, or dead) and will not be held to vegetative performance standards. All plots and transects will use either a circular or 100 m2 square/rectangular plot and are placed randomly throughout the planting zones. Vegetative transect locations may be adjusted within the partially forested zones during the as‐built baseline monitoring phase to ensure that a representative population of planted stems are captured for monitoring. Number indicates the total number of plots/transects for the entire Site. 6. Benthic and water quality sampling will follow Standard Operating Procedures for the Collection and Analysis of Benthic Macroinvertebrates (NCDWR, 2016). Sampling will not be tied to performance standards or success criteria. The 2% adjustment will be added to the total credit amount and released according to the standard release schedule. 7. Locations of exotic and nuisance vegetation will be mapped. 8. Locations of vegetation damage, boundary encroachments, etc. will be mapped. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 41 September 2024 10.0 Long-Term Management Plan Ownership and Long-term Manager The Site will remain in private ownership, protected in its entirety, and managed under the terms detailed in the conservation easement. Unique Places to Save (UP2Save) will serve as the Grantee and long-term manager and will be the party responsible for long-term management. The conservation easement will be transferred to UP2Save prior to the initial credit release. UP2Save is a 501c3 non-profit organization that is committed to land conservation through sustainable planning and management. UP2Save has the ability, both logistically and financially, to monitor and enforce the provisions of the conservation easement and long-term management plan. The organization operates in a sustainable manner to facilitate operations well into the future. UP2Save has been approved to serve as the easement holder and long-term manager on several mitigation banks in North Carolina, including Falling Creek, Dudley Pond, Critcher Brothers, White Buffalo, and Plantation Branch projects. Additional qualifications and UP2Save’s annual report can be provided upon request. Long-Term Management Activities Prior to the initial credit release and following authorization of the Mitigation Banking Instrument, the Site will be protected in perpetuity with a conservation easement. Following the issuance of the close- out letter (i.e., final determination of success), long-term management activities will be conducted to ensure the Site remains perpetually monitored. The long-term manager will be responsible for inspecting the Site annually, conducting the long-term management activities described below, and rectifying identified deficiencies as necessary. The restrictions and long-term management responsibilities will convey with the land, should the property be transferred in the future. The long- term manager will be responsible for periodic inspection of the Site to ensure that the restrictions documented in the recorded easement are upheld. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 42 September 2024 Table 21: Long-Term Management Plan Long-Term Management Activity Long-Term Manager Responsibility Landowner Responsibility Signage will be installed and maintained along the Site boundary to denote the area protected by the recorded conservation easement. The long-term steward will be responsible for inspecting the Site boundary and for maintaining or replacing signage to ensure that the conservation easement area is clearly marked. The landowner shall report damaged or missing signs to the long-term manager, as well as contact the long-term manager if a boundary needs to be marked, or clarification is needed regarding a boundary location. If land use changes in future and fencing is required to protect the easement, the landowner is responsible for installing appropriate approved fencing. Where livestock are present, a fence will be installed and maintained along the conservation easement boundary to prevent livestock from accessing the Site. The long‐term steward (or manager) will be responsible for inspecting for and reporting livestock intrusion to the landowner(s). The landowner(s) will be responsible for inspecting and maintaining the fence and excluding livestock from the conservation easement area. The Site will be protected in its entirety and managed under the terms outlined in the recorded conservation easement. The long-term manager will be responsible for conducting annual inspections and for undertaking actions that are reasonably calculated to swiftly correct the conditions constituting a breach. The USACE, and their authorized agents, shall have the right to enter and inspect the Site and to take actions necessary to verify compliance with the conservation easement. The landowner shall contact the long-term manager if clarification is needed regarding the restrictions associated with the recorded conservation easement. Funding Mechanism Anticipated long-term management activities and their associated annual cost are listed in Table 22 below. Wildlands will fund a stewardship endowment that will be managed by UP2Save. UP2Save’s endowment is designated to provide on-going revenue to support long-term management activities. The stewardship endowment is invested to provide recurring revenue to cover the cost of anticipated annual activities, easement defense, and violation resolution. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 43 September 2024 Table 22: Management Funding Management Activity Units Hours Cost/Unit Frequency Annual Cost Annual Monitoring Staff time for annual planning 40.7 ac 11 $65.00 Annual $715.00 Staff time to address minor violations or issues N/A 10 $650.00 Once per 10 years $65.00 Mileage 332 N/A $0.655 Annual $217.46 Lodging costs 0 N/A $0 Annual $0.00 Meal costs 2 N/A $20.00 Annual $40.00 Sign replacement costs 10 N/A $2.00 Annual $20.00 Insurance N/A N/A $100.00 N/A $100.00 Total Annual Funding $1,157.46 Capitalization Rate 3.50% Monitoring Endowment $33,070.29 Accepting and Defending Easement in Perpetuity Staff time for major violations N/A 80 $65.00 N/A $5,200.00 Legal Counsel N/A N/A N/A N/A $10,000.00 Other Incidentals N/A N/A N/A N/A $5,000.00 Stewardship Complexities N/A N/A N/A N/A $3000.00 Monitoring Endowment $23,200.00 Total Monitoring and Legal Defense Endowment $56,270.29 Rounded $56,270 Contingency Plan Should UP2Save be unable to fulfill the long-term management responsibilities, a plan to transfer the responsibilities and stewardship endowment will be presented to the USACE. Long-term management responsibilities will not be transferred unless the long-term manager receives written authorization from the USACE. 11.0 Adaptive Management Plan Upon completion of Site construction, Wildlands will implement the post-construction monitoring protocols and minor remedial actions (routine maintenance) will be performed as needed for the duration of the monitoring period. Wildlands, as the Sponsor, will notify the USACE immediately if monitoring results or visual observations suggest a trend towards instability, major remedial actions are needed, or that performance standards cannot be achieved. Should major remedial measures be required, the Sponsor will submit a Corrective Action Plan and coordinate with the USACE until authorization is secured to conduct the adaptive management activities. The NCIRT Adaptive Management Plan Guidance, issued September 2021, will be used to guide all adaptive management activities. The Bank Sponsor is responsible for funding and/or providing the services necessary to secure any required permits to support the proposed major remedial adaptive management actions, to implement the corrective action plan, and to deliver record drawings that depict the extent and nature of the work performed. If the USACE determines that the Bank is not meeting performance standards or the Sponsor is not complying with the terms of the instrument, the USACE may take appropriate actions, including but not limited to: suspending credit sales, utilizing financial assurances, and/or terminating the instrument. Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 44 September 2024 12.0 Financial Assurances Financial assurances will be provided in the form of a Performance Bond for the activities specified in this plan. The Performance Bond will assure the construction to restore, enhance and/or preserve the projected aquatic resources. The bond amount will be based on Table 23 below. Wildlands Holdings IX, LLC will serve as the Principal, Travelers Casualty and Surety Company of America (Travelers) will serve as the Surety, and Unique Places to Save (UP2Save) will serve as the Obligee. As stipulated in the Performance Bond, Wildlands Holdings IX, LLC shall promptly and faithfully perform the Contract, according to the terms, stipulations or conditions included in the MBI. However, In the event that Wildlands Holdings IX, LLC fails to meet the conditions of the Mitigation Plan, Travelers may fulfill these obligations either by performing those obligations up to the applicable bond amount, or by paying such bond amount to UP2Save who would develop a proposal to fulfill the mitigation obligations. The Performance Bond will be retired upon approval of the final as-built report by the DE. Following retirement of the Performance Bond, a Monitoring Bond will be issued by Travelers, to Wildlands Holdings IX, LLC, with UP2Save as the Obligee, to cover anticipated monitoring and adaptive management costs. The Monitoring Bond will be structured to provide continuous coverage that will decrease in value each year according to Table 22. An annual Monitoring Bond renewal will be submitted to the USACE upon approval of each previous years monitoring report. The principal amount of the Monitoring Bond is calculated based on the total estimated costs that remains through closeout, including monitoring and maintenance activities. Table 23 lists the proposed Monitoring Bond amounts for each monitoring year. Table 23: Financial Assurances Table Category 2023 – June 2025 July – Dec 2025 2026 2027 2028 2029 2030 2031 Engineering $43,000 Legal $7,400 Construction $750,000 Planting $75,000 As-Built $60,000 Monitoring $15,000 $15,750 $16,538 $17,364 $18,233 $19,144 $20,101 Re-grading Contingency $0 $0 $5,000 $0 $0 $0 $5,000 Re-Planting Contingency $0 $0 $0 $0 $0 $0 $0 Beaver Control $0 $0 $1,500 $1,500 $1,500 $1,500 $1,500 Invasive Control $0 $2,000 $0 $2,000 $0 $2,000 $2,000 Easement Access Control $750 $750 $750 $750 $750 $750 $750 Corps Admin Costs $15,900 $5,300 $5,300 $5,300 $2,650 $5,300 $2,650 $10,600 Sub-Total $951,300 $21,050 $23,800 $29,088 $24,264 $25,783 $26,044 $39,951 Bond Principal $951,300 $189,980 $168,930 $145,130 $116,043 $91,778 $65,996 $39,951 Monitoring Phase Bond Lower Catawba Umbrella Mitigation Bank Bootstrap Mitigation Site Page 45 September 2024 13.0 References Gill, Allison L., A.S. Gallinat, R. Sanders-DeMott, A.J. Rigden, D.J. Short Gianotti, J.A. Mantooth, and P.H. Templer. 2015. Changes in autumn senescence in northern hemisphere deciduous trees: a meta- analysis of autumn phenology studies. Annals of Botany 116:875-888 Mariën, Bertold, M. Balzarolo, I. Dox, S. Leys, M.J. Loréne, C. Geron, M. Portillo-Estrada, H. Abdelgawad, H. Asard, and M. Campioli. 2019. Detecting the onset of autumn leaf senescence in deciduous forest trees of the temperate zone. New Phytologist 224:166-176 Natural Resources Conservation Service (NRCS), United States Department of Agriculture. Web Soil Survey. Available online. Accessed October 10. 2023. 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North Carolina Division of Water Quality (NCDWQ). 2011. Surface Water Classifications. http://portal.ncdenr.org/web/wq/ps/csu/classifications North Carolina Division of Water Resources (NCDWR). 2016. Standard Operating Procedures for Collection and Analysis of Benthic Macroinvertebrates (Version 5.0). North Carolina Geological Survey (NCGS), 1985, Geologic Map of North Carolina: Raleigh, North Carolina Department of Natural Resources and Community Development, Geological Survey Section, scale 1:500,00, in color. North Carolina Natural Heritage Program (NCNHP). Element Occurrence database search for project site, https://ncnhde.natureserve.org. Rosgen, D. L. 1994. A classification of natural rivers. Catena 22:169-199. Rosgen, D.L. 2001. A stream channel stability assessment methodology. Proceedings of the Federal Interagency Sediment Conference, Reno, NV, March 2001. Schafale M. 2012. Guide to the Natural Communities of North Carolina, Fourth Approximation. 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