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HomeMy WebLinkAbout062215_ra01Regular Agenda 615 Sheridan Street Port Townsend, WA 98368 www .JeffersonCountyPublicHealth.org July 15, 2015 JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS AGENDA REQUEST TO: Board of County Commissioners Philip Morley, County Administrator FROM: Tami Pokorny, Environmental Health Specialist II DATE: June 22, 2015 SUBJECT: Agenda Request: Public Hearing and Possible Decision Regarding Applications for Conservation Futures Funding in 2015 STATEMENT OF ISSUE: On June 1, the BoCC approved a Public Hearing Notice for the Conservation Futures Program project applications received in 2015. The notice was published in the Port Townsend & Jefferson County Leader on June 3 and June 10, 2015. Staff requests that the BOCC hold a public hearing on June 22, 2015 at 10:00 AM. The Conservation Futures Program (JCC 3.08) requires a duly noticed public hearing to be held as part of the public process of allocating conservation futures funding to worthy projects that protect public open spaces. Chair Lorna Smith would like to present the funding recommendations of the Conservation Futures Citizen Oversight Committee at the start of the hearing. After the hearing, the BoCC may decide which project(s) to fund and consider passing resolutions to include a factual finding as to whether each project would reduce the county's capacity to accommodate growth. ANALYSIS /STRATEGIC GOALS: The four applications for conservation futures funding are: 1. 2015 QWC Addition, $14,626 towards the fee simple acquisition, and operation and maintenance, of five platted parcels within the Quimper Wildlife Corridor totaling 1.11 acres of vacant land near Winona Wetland. The operations and maintenance request is $2,000 of the total amount for annual monitoring and stewardship. Jefferson Land Trust is the project sponsor. The City of Port Townsend is the project applicant. 2. Bishop Dairy Preservation, $56,225 towards the acquisition of a conservation easement on 264 acres that comprise a historic farm and dairy. Jefferson Land Trust is the project sponsor. Gerald and Delores Bishop are the project applicant. Community Health Environmental Health Developmental Disabilities Water Quality 360- 385 -9400 360 -385 -9444 360- 385 -9401 (f( Always working for a safer and healthier community (f( 360- 379 -4487 3. Lower Big Quilcene River Riparian Protection, $31,440 towards the fee simple purchase of one parcel of vacant land totaling 14.16 acres along the lower Big Quilcene River. The operations and maintenance request is $5,925 of the total amount for annual monitoring, weed removal, replanting and stewardship. Jefferson Land Trust is the project sponsor. 4. Midori Farm, $94,626 towards the acquisition of a conservation easement on 29 acres of prime soils for agriculture with pockets of mature forest. The operations and maintenance request is $1,820 of the total amount for annual monitoring of the conservation easement provisions and noxious weed removal. Jefferson Land Trust is the project sponsor. Applicant is Marko Colby and Hanako Myers. At its April 29, 2015 meeting, the Conservation Futures Citizen Oversight Committee voted unanimously that all four projects are worthy of funding at the full requested amounts. The total request for funding equals $196,917. Up to $203,000 is available to award from the Conservation Futures Fund in this cycle. This briefing packet contains: • Four conservation futures project applications and the relevant sponsor information: 1). 2015 QWC Addition 2). Bishop Dairy Preservation 3). Lower Big Quilcene River Riparian Protection 4). Midori Farm 5). Sponsor Information - Jefferson Land Trust • Map of conservation futures projects 2003 -2014 • April 29, 2015 meeting minutes and project score sheets • Funding recommendations letter from CF Committee Chair Lorna Smith • Memo from Jefferson County Department of Community Development regarding the three projects located in the county. • Memo from the City of Port Townsend regarding the 2015 QWC Addition project. • Draft resolutions for each of the proposed projects with award amounts entered consistent with the funding requests. The purpose of the CF Program is to address the "general and increasing need to provide a system of public open spaces... for the health, welfare, benefit and safety of the residents of Jefferson County," and to maintain "Jefferson County as a desirable place to live, visit and locate businesses." Conservation futures tax levy collections, authorized under RCW 84.34.230 are an important means of retaining community character and accomplishing open space policies and objectives of the Jefferson County Comprehensive Plan. The goal of the program is to preserve and protect the county's open space resources from development, and from being "negatively and permanently affected." On January 3, 2006, the BOCC approved Ordinance No. 01- 0103 -06 in response to Chapter 449 of that year which allowed up to 15% of the conservation future levy monies raised in the preceding year to be used for operations and maintenance needs. Although no O & M funds are being requested at this time, Chapter 449 also states that local governments must consider and analyze whether new CF projects would reduce capacity to accommodate planned growth. Grant agreements for approved projects between Jefferson Land Trust and the county will be developed by Environmental Health and submitted to the BoCC for approval. Community Health Environmental Health Developmental Disabilities Water Quality 360- 385 -9400 360 - 3859444 360 -385 -9401 (f) Always working for a safer and healthier community (f) 360 -379 -4487 FISCAL IMPACT: The explicit purpose of the Conservation Futures Program is to fund acquisition projects to support a system of public open spaces. There is no impact to the General Fund for this effort. The balance for Conservation Futures Fund #308 at the end of May was $503,429.72. Funds available to 2015 projects equal $203,000. The following projects are anticipated to close in 2015 (assuming 2015 projects are approved as submitted): Snow Creek Watershed Acquisitions: $83,824 Duckabush Floodplain - Gregory Property: $2,500 Short Family Farm: $43,500 Lower Big Quilcene River Riparian: $31,440 2015 QWC Addition: $14,626 The following project is anticipated to close after 2015 (assuming 2015 projects are approved as submitted): Midori Farm: $94,626 Bishop Dairy Preservation: $56,225 A Supplemental Budget Appropriation will be necessary this year in order to proceed with approved projects, including any approved in 2015. RECOMMENDATION: Review the four project proposals brought forth by the Oversight Committee. Hold a public hearing on June 22, 2015, at 10:00 AM. Consider the written and oral testimony from the hearing and adopt any of the enclosed funding resolutions (with or without revisions) for project proposals and funding amounts that the Commissioners may wish to approve. Community Health Developmental Disabilities 360- 385 -9400 360- 385 -9401 (f) Always working for a safer and healthier community Environmental Health Water Quality 360 -385 -9444 (f) 360 -379 -4487 I 2015 Conservation Futures Application and Score Sheet `�SON °�, 2015 Jefferson County Conservation Futures Program ` Property Acquisition and /or �9S G Operations and Maintenance Project Application Please complete the following application in its entirety. Be sure to answer "N /A "for questions that don't apply to the project. Incomplete applications will not be accepted for consideration. Unless directed otherwise, use as much space as needed to answer each question. Contact program staff at 379 -4498 or tpokornyCa co.iefferson. wa.us with questions. Background and Eligibility Information 1. Project Title: 2015 QWC Addition 2a. Conservation Futures Acquisition Request: $12,626 b. Conservation Futures O &M Request: $2,000 3. Total Conservation Futures Request: $14,626 4. Please indicate the type of interest contemplated in the acquisition process. X Warranty Deed _ Easement _ Other (Please describe below.) In whose name will the property title be held after acquisition? City of Port Townsend 5. Applicant Information Name of Applicant or Organization: City of Port Townsend Contact: Steve Gross Title: City Attorney Address: 250 Madison Street, Port Townsend, WA 98368 Phone: (360) 379 -5048 Fax: (360) 344 -4619 Email: sgross @cityofpt.us 6. Sponsor Information: (if different than applicant) Organization Name: Jefferson Land Trust Contact: Sarah Spaeth Title: Executive Director Address: 1033 Lawrence St, Port Townsend, WA 98368 Phone: (360) 379 -9501, ext. 101 Email: sspaeth @saveland.org Fax: (360) 379 -9897 1 2015 Conservation Futures Application and Score Sheet This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on February 17, 2015. 7. Site Location Street Address or Description of Location: Nine lots located in Port Townsend, Fowler's Park Addition. Lots are located adjacent to lands owned by the City of Port Townsend in the Winona Basin and Winona - Tibbals connector areas. Driving Directions from Port Townsend: Travel west on Hastings Ave. Turn right onto Cook Ave. Park at Cook Ave and Elmira. Proceed on foot east along the 39th St trail, then left on the Garnet St trail. Properties are to west. Section: 33 Township: 31 N Range: 1 W Assessor's Parcel Number(s): To be acquired (current owner: Cynthia Hovind (formerly Roberson) - 951901105; To be used as match (current owner: JLT) — 951901102, 951901401, 951902102,951903404 Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with CF funds or used as match. Parcel # 951903404 is being donated as match for our O &M request of $2,000. 8. EXISTING CONDITIONS New Site: No Number of Parcels: 5 Addition to Existing Site: Yes Acres to Be Acquired: Approximately 1 .1 1 acre Total Project Acreage (if different): Approximately 100 acres Current Zoning: R -I(SF) up to 4 d.u. per acre (Min. 10,000 sq. ft lot) Existing Structures/Facilities: None Any current covenants, easements or restrictions on land use: None Current Use: Wildlife habitat and mature forest Waterfront (name of body of water): None Shoreline (linear feet): None Owner Tidelands /Shorelands: N/A 9. Current Property Owner X is _is not a willing seller. 2 I 2015 Conservation Futures Application and Score Sheet 10. In 1000 words or less, provide a summary description of the project, the match, overarching goal, and three top objectives. Include information about the physical characteristics of the site that is proposed for acquisition with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after acquisition (including passive development), characteristics of the site which demonstrate that it is well- suited to the proposed use, and plans for any structures currently on the site. If applicable, describe how the site relates to the larger project, and whether the project has a plan, schedule and funding dedicated to its completion. Please also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain their importance. Please attach a spreadsheet of the budget. The City of Port Townsend, Jefferson Land Trust and Jefferson County have been working with the community since 1996 to protect a ribbon of green across the Quimper Peninsula, connecting a series of wetlands, forests and floodplains that provide habitat for over 200 bird species, amphibians and mammals. The Quimper Wildlife Corridor provides diverse habitat for wildlife, including habitat for several Washington Department of Fish and Wildlife - designated species of concern. Most of this area of the City was platted into 50 x 100 lots in the 1880's and development pressure is high. More than 110 acres have been permanently protected in the Wildlife Corridor, nearly completing the backbone of highest - priority habitat. Purchase of additional acreage in the Quimper Wildlife Corridor will protect high quality habitat and further the efforts to connect protected lands within the corridor with other important habitat areas that extend from the City into Jefferson County and across the Quimper Peninsula. More particularly, the proposed acquisition lands are identified as a Tier -II high conservation priority in the Quimper Wildlife Corridor Management Plan developed by the Land Trust in 2005 and adopted by the City of Port Townsend in 2008. The properties proposed for acquisition are identified as Tier I- or Tier -11 high - priority habitats. The properties are densely forested with a mature conifer - dominated over -story. Understory vegetation is diverse this close to the Winona wetlands, and includes sword fern, salal, Nootka rose, willow, sedge, and more that provides wildlife cover and forage. Topography of these sites are relatively level to gently sloped. Land provided by Jefferson Land Trust as match buffers the Winona wetlands, Willamette street trail, and a large block of City of Port Townsend - protected properties. Properties contributed as match will be monitored by Jefferson Land Trust in perpetuity. The property owned by Jefferson Land Trust to be donated as match to O &M funding is located in the Winona - Levinksi connector, and buffers a number of Tier -11 properties already protected by the City of Port Townsend. The terrain is gently sloped, well- buffered from trails or other development impacts, and extensively used by wildlife. The mature Douglas -fir overstory and diverse shrub layer provides habitat for deer, Douglas squirrel, pileated woodpecker and more. Shrub species include baldhip rose, evergreen 2015 Conservation Futures Application and Score Sheet huckleberry, salal, sword fern, and oceanspray. This property has been monitored by Jefferson Land Trust for over 3 years and will continue to be monitored by Jefferson Land Trust when transferred to City of Port Townsend- ownership and permanent protection. The three top objectives for this project are: 1) Acquire high priority property from the willing seller 2) Utilize adjacent donated parcels as match 3) Permanently protect the properties as wild open space in partnership between the City of Port Townsend and JILT Milestones: • Update landowner on project progress in spring 2015 • Initiate Letter of Opinion in summer 2015 • Acquire property in fall 2015 11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel. a. Estimated or Appraised Value of Propert(ies) to be Acquired: $24,150 (includes land donated as acquisition match and O &M match) b. Total Estimated Acquisition - related Cost (see Conservation Futures Manual for eligible costs): $3,426 c. Total Operation and Maintenance Cost: $2,000 (cash) d. Total Project Cost: $29,576 Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition - related costs, general description of operation and maintenance work to be performed, task list with itemized budget, and anticipated schedule for completion of work): Basis of acquisition estimate: Verbal agreement with property owner of parcel # 951901105 to sell at current assessed value of $9,200. Land provided by Jefferson Land Trust as match will be valued at current assessed value of $5,750 for parcel #951901102 and $1,150 for parcel #951902102. Land match parcel #951901401 is valued at an estimated $5,750 based on similar nearby properties, but a value will be better determined by a Letter of Opinion by a qualified appraiser prior to completion of this project. Other acquisition - related costs: Jefferson Land Trust has extensive experience securing appraisals, title insurance, landowner negotiations and closing costs in this area that serve as a basis for current cost estimates. 2015 Conservation Futures Application and Score Sheet Operations and Maintenance: The Quimper Wildlife Corridor is becoming increasingly popular with recreational users. This increase in use requires increased stewardship response to noxious weed pressures, trash accumulation, and inappropriate development of trails in sensitive habitats. Estimates are based on 8.6 hr x $50 /hr for 10 years ($4,300) to perform annual monitoring, report- writing and document storage, and to coordinate volunteer site maintenance to manage noxious weeds, trash, or other stewardship needs. Land provided by Jefferson Land Trust as match will be valued at the current assessed value of $2,300 for parcel #951903404. Project related costs and O &M Timeline Est. Cost Land to be purchased Fall 2015 $9,200 Land to be donated as match (JLT) for acquisition Fall 2015 $12,650 Letter of Opinion Summer 2015 500 Title insurance and closing costs, taxes, etc Fall 2015 1,662 Project Management, Admin and legal fees Fall 2015 1,264 O &M Ongoing 2,000 Land to be donated as match (JLT) for O &M Fall 2015 2,300 Scored w r Ia. Sponsor or other organizations X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. c. Matching Fund Estimate Conservation Futures Funds Requested Matching Funds/Resources* Total Project Acquisition Cost Acquisition O &M % $12,626 $2,000 49.45% $12,650 $2,300 50.55% $25,276 $4300 100% * If a prior acquisition is being proposed as match, please describe and provide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. d. Source of matching funds /resources Land Match - Acquisition Amount of Contribution contribution approved? $12,650 Yes If not, Contribution If not, when? available now? when? Yes 2015 Conservation Futures Application and Score Sheet Land Match — O &M $2,300 _ Yes Yes NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation of property or a property right will be considered as a matching resource. Donation of resources for on -going maintenance or stewardship ( "in- kind" contributions) are not eligible as a match. 2 a. Sponsoring agency X is _is not prepared to provide long -term stewardship (maintenance, up -keep, etc.) for the proposed project site. b. Describe any existing programs or future plans for stewardship of the property, including the nature and extent of the commitment of resources to carry out the stewardship plan. The nature of the JLT mission, as well as the source of the acquisition funds on certain properties within the Quimper Wildlife Corridor, permanently affects the way in which the land may be used. JLT fulfills its permanent conservation obligation on JLT- and publicly - owned properties in several ways, including thorough record keeping, communication with neighbors, on- the - ground stewardship, and regular site visits. JLT will perform a site inspection of all JLT -owned properties and to City- and County - owned properties secured with CFF funding sponsored by JLT no less than annually and in some cases quarterly. Monitoring of JLT- and publicly -owned parcels specifically documents any changes that have occurred since the acquisition, or since any previous monitoring visit. These monitoring visits will result in a written monitoring report, with photographs and written descriptions documenting any changes. The written reports will be reviewed by the Conservation Projects Committee chair to help determine if activity on the property is consistent with the protection of the conservation values of the property. Monitoring will be conducted regularly also to ensure site objectives are being achieved. The following types of monitoring will be conducted at this site: Annual Site Monitoring. This monitoring includes inspecting boundaries and management zones /habitat nodes to ensure trespass is not occurring on properties and /or any other inappropriate uses of the site are occurring. Annual Local Land Use Change Monitoring. This will help to identify any potential direct or indirect impacts to the integrity of the site, including hydrologic function. This monitoring will occur through incidental observations during annual monitoring or other site activities within the vicinity of the site. Wildlife Monitoring. Wildlife monitoring will generally be conducted incidentally while on site. This effort will involve recording wildlife observations, tracks or other sign in monitoring reports. In order to determine species composition and utilization of habitat, other non- invasive methods may be employed, such as wildlife cameras, which can be helpful in detecting use by more reclusive or nocturnal species. Other tools could include scat or hair analysis or species specific surveys. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. 2015 Conservation Futures Application and Score Sheet Jefferson Land Trust has been conducting annual monitoring of JLT- and publicly -owned conservation properties since the mid -1990s to ensure that conservation values, including undisturbed wildlife habitat, are maintained over time. b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for Conservation Futures funding? No, neither the sponsor nor applicant has been involved in a project previously approved for Conservation Futures funds. X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for Conservation Futures funds. Please provide details: Jefferson Land Trust has sponsored numerous applications that have received Conservation Futures funds. These projects include: Sunfield Farm, 2003; Quimper Wildlife Corridor, 2004; East Tarboo Creek Conservation Project, 2005; Tamanowas Rock Phase 1, 2006; the Winona Buffer Project, 2006; Glendale Farm, 2007, and Finnriver Farm, 2008, Quimper Wildlife Corridor and Brown Dairy 2009, Tamanowas Rock and Salmon Creek, 2010; Chimacum Creek Carleson 2011; Quimper Wildlife Corridor 2011; L. Brown Trust 2012; Boulton Family Farms 2012; Short Family Farm 2013; Quimper Wildlife Corridor 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. b. Necessary commitments and agreements _are _are not in place. c. All parties X are _are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. 5. The proposed acquisition X is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or community conservation effort. Please describe below, including the site's importance to the plan. Please reference the website of the plan if available or include the plan with this application. X complements an adopted open space or conservation plan, but is not specifically identified. Please describe below, and describe how the proposed acquisition is consistent with the plan. is a stand -alone project. The properties identified as Tier I and Tier II for acquisition were indicated in the Quimper Wildlife Corridor Management Plan that was adopted by the City of Port Townsend on May 19, 2008, Ordinance 2967. This management plan is available at the City's website, h ttp://www. ci tvof Pt. u s /dsd /plan n i n a. asp. The entire Quimper Wildlife Corridor lies in the area recognized in Jefferson County's Comprehensive Plan map as Parks, Recreation Areas, Conservation Easements and Areas for Future Cooperative Preservation Efforts. It is also recognized in the City of Port Townsend Comprehensive Plan, and the Parks and Open Space Plan. The Land Trust, the City of Port Townsend, Jefferson County, state agencies, the local Audubon and Native Plant Society Chapter, and US Fish & Wildlife have been partnering on the project since the mid 1990's. These parcels have been identified in the acquisition priorities of the 7 2015 Conservation Futures Application and Scare Sheet since the beginning due to the wetland, floodplain, buffer and upland forest values, In addition, Jefferson Land Trust's Conservation Plan for Jefferson County, prepared with the input of many community members, specifically identifies the Quimper Wildlife Corridor. The plan is located on the JLT website at www.saveland.org. 6. Conservation Opportunity or Threat: a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. We are currently working with a willing seller of a Tier II priority property. We have also secured high- habitat value land to use as match to best leverage CFF dollars. 7. The proposed acquisition: X_ provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. X_ provides habitat for a variety of native flora or fauna species. X contributes to an existing or future wildlife corridor or migration route. If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use. t The QWC provides critical habitat in an area of looming urban development and is home to a wide variety of flora and fauna, from the humble rough- skinned newt and Calypso orchid to nearly 200 bird species and numerous small and large mammals. Protection Island, located just offshore of the western end of the corridor, is a National Wildlife Refuge and home to nearly seventy percent of the seabirds that nest and breed in all of Puget Sound. Washington Department of Wildlife and the local Audubon Society have identified several state priority species in the QWC that are sensitive, threatened or listed. These include: Bald eagle, Peregrine Falcon, Wood duck, Great Blue Heron, Pileated Woodpecker, Band - Tailed Pigeon, Merlin, Olive Sided Flycatcher, black tailed deer, and bobcat. The corridor will allow these species and others the safety of cover to move between wetlands, forest ecosystems, and marine shoreline environments. S a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition, including any anticipated changes to that use once the property, or property right, is acquired with Conservation Futures funds. None planned. ' See, for example, http: / /www.dnr.wa.gov /researchscience/ tonics /naturalheritage /pages /amp nh aspxx httl2: / /www.wdfw.wa.gov /conservation/ hsp /list/ http: / /wwwl.dnr.wa. oe v /nhp /refdesk/plants.html http: / /wwwl.dnr.wa.gov /nhp /refdesk/pubs /wa ecological systems.pdf 2015 Conservation Futures Application and Score Sheet b. Describe any participation by the current property owner in any other agricultural land conservation programs, including the program and nature of the involvement. Not applicable 9. Describe how the proposed acquisition benefits primarily a X local area X broad county area including the area served, the nature of the benefit, the jurisdictions involved, and the populations served. Protection of the wetland, buffer and floodplain habitats of the QWC provides particular benefits to local residents in that it provides storm -water filtration and floodplain retention. In general, however, protection of the QWC habitats provides benefits not only to residents of Port Townsend and surrounding county areas, but also to the many visitors to our area. The corridor is used extensively for passive recreation by the community and visitors who enjoy walking the trails, bike riding and horseback riding. The wetlands and forests of the corridor provide education opportunities for users of all ages, and have been field classrooms a wide range of people as described below. Field trips in the corridor are highlighted in continuing education courses offered to realtors from across the region, who visit this place to better understand wetland ecology. Bike trails in the corridor have been identified in a national mountain bike magazine. Locally, Jefferson Land Trust has conducted numerous tours to various parts of the corridor over the last 10 years as part of our ongoing community outreach efforts. The project is bound to receive additional recognition as the Port Townsend area continues to grow. 10. Describe the educational or interpretive opportunities that exist for providing public access, educational or interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those improvements and any plans for public accessibility. The QWC is increasingly utilized by numerous schools and community groups for educational purposes, including by school groups of all ages from the Port Townsend School District, the Swan School, CedarRoot Folk School, JLT Natural History Society, Native Plant Society walks, Master Gardener training, and Audubon walks and annual Christmas bird counts, plus countless others. Dozens of residents have participated in naturalist -led walks conducted by Jefferson Land Trust. Community members volunteer annually to help with stewardship activities in the corridor. Currently, Land Trust volunteers are creating interpretive displays that will provide visitors to the corridor an understanding of the function of the corridor, as well directing people away from the more sensitive habitat areas. Volunteers contributed approximately 50 hours last year alone on projects to assess habitat health and needs, remove trash, manage noxious weeds, and monitor JLT- and City -owned properties alike to ensure that conservation values are maintained over time. 11. The proposed acquisition _ includes historic or culturally significant resources and is registered with the National Register of Historic Places, or an equivalent program. 2 The words "education' and "interpretation' are interpreted broadly by the CF Committee. 3 Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 0 2015 Conservation Futures Application and Score Sheet is recognized locally has having historic or cultural resources. is adjacent to and provides a buffer for a historic or cultural site. If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or cultural resources. Not applicable 12a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please cite or provide documentation of existing or planned silvicultural activities including forest management plan(s) or forest ecosystem restoration. None planned. b. Describe any participation by current property owner in silviculture conservation programs, including the program and nature of the involvement. Not applicable. Verification 13. Sponsors of applications that are approved for funding by the Board of County Commissioners are required to submit a brief progress report by October 30 every year for three years after the award is approved, or three years after the acquisition funds are disbursed to the applicant, whichever is later. The progress report must address any changes in the project focus or purpose, progress in obtaining matching funding, and stewardship and maintenance. Sponsors receiving O &M funds will also submit an annual report for each year that O &M funds are expended. The Committee will use the information to develop a project "report card" that will be submitted annually to the Board of County Commissioners. If this application is approved for funding, I understand the sponsor is required to submit progress reports for three years and for any year in which O &M funds are expended. Initials Date February 27, 2015 14. If, three years after the date funding is approved by the Board of County Commissioners, the applicants have not obtained the required matching funds, the Committee may request the Board of County Commissioners to nullify their approval of funds, and may require the project to re- apply. If this application is approved for funding, I understand that we may be required to re- submit the application if the project sponsor does not obtain the necessary matching funding within three years. Initials_ Date February 27, 2015 10 2015 Conservation Futures Application and Score Sheet �FF4511N 2015 Jefferson County K Conservation Futures Program 9s�o� Score Sheet Please note: if none of the answers provided describe the project, answer "N /A" or 11011. ADJUSTED CRITERIA SCORE X WEIGHT = SCORE 1. To what degree does the project leverage contributions for acquisition from groups, agencies or individuals? X 5 = (Points awarded based on the following level of contribution) a. Leverages significantly = 3 points b. Leverages moderately = 2 points c. Meets requirement = 1 point 2. To what degree does the project sponsor commit to provide long -term stewardship for the proposed project? X 10 = a. Stewardship plan with guaranteed long -term stewardship = 5 points b. Stewardship plan with guaranteed short-term stewardship = 3 points c. Stewardship plan, no guarantee = 1 point 3. To what degree has the project sponsor demonstrated effective long -term stewardship of a similar project? X 1 = a. Highly demonstrated = 5 points b. Moderately demonstrated = 3 points c. Slightly demonstrated = 1 point d. Effectiveness not demonstrated = 0 points 4. To what degree is the acquisition feasible? X 8 = a. Highly feasible = 5 points b. Moderately feasible = 3 points c. Slightly feasible = 1 point 5. To what degree is the project part of an adopted open space, conservation, or resource preservation program or plan, or identified in a community conservation effort? X 7 = Sliding scale: 1 -5 points 11 2015 Conservation Futures Application and Score Sheet 6. To what degree does the project conserve opportunities which are otherwise lost or threatened? X 6 = Sliding scale: 1 -5 points To what degree does the project preserve habitat for flora and fauna? (Points awarded in part based on level of documentation.) a. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive species = 0-3 points X 4 = b. Variety of native flora & fauna = 0 -3 points X 4 = c. Provides wildlife corridor or migration route = 0 -3 points X 4 = 8. To what degree does the project preserve farmland for agricultural use? a. Likely will maintain active agricultural use = 0-3 points X 4 = b. Participates in other conservation programs = 0 -3 points X 4 = c. Preserves rural cultural heritage = 0 -3 points X 4 = 9. To what degree does the project serve a significant benefit area? X 4 = Sliding scale: 1 -5 points 10. To what degree will the acquisition provide educational opportunities, interpretive opportunities, and/or serve as a general community resource? X 4 = a. Public access, with planned or educational /interpretive displays and materials, events or activities = 5 points b. Limited public access, available space for signage and educational materials = 3 points c. Remote location = 1 point d. No opportunity = 0 points 11. To what degree does the project preserve historic or culturally significant resources°? X 3 = a. Project is registered with the National Register of Historic Places, or an equivalent program = 3 points b. Project is recognized locally as having historic or cultural resources = 2 points c. Project is adjacent to and provides a buffer for a historic or cultural site = 1 point d. None of the above = 0 points 12. To what degree does the project preserve forestland for silvicultural use? a. Likely will maintain active forestland for silvicultural use = 0-3 points X 4= . b. Land is enrolled in public and/or private programs which certify long -term sustainable silviculture: " Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 12 2015 Conservation Futures Application and Score Sheet Certified = 3 point Uncertified = 0 points X I= c. Participates in other conservation or restoration programs = 0-3 points X 4= 13 Photo. Photo. 2 2015 QWC Additions CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2015 Tibbals connector habitat node. Iona - Garnet St trail. Photo. parcel. ipll�nerg•�a a U ,, QQrk + < it M'l 1'•\i � " it «. RS' ` 1 Ago sK Port wnsen 2015 Proposed Acquisition i Land Match i Jefferson Land Trust Nature Preserve JLT Conservation Easement K Other Conservation Land - F 0 111 025 0.5 1 2015 Quimper Wildlife Corridor Addition Miles For informational purposes only. All Site Location Map data represented are from varying sources and approximate. Map created in Feb, 2015 N y k ,,3 —— — —— - - - s AM a - iIN i - -- ■ ® - - -- - - - - - -- N '' L';aNY !012015 iW nc 4r;;1c•!uei a:'stlgo-:'. ;nnn. p.. I quwnlp5.; c11 (I 188 unread) - cynthialhovind - Yahoo MW Ans'�erI Screen Flickr ?Ai Landowner Information Name of landowner; CynthiaHovind Mailing Address P.O. Max 1905 Bandon, E -Mail Address: cynthialhoviodgyaboac Phoue:541.347 -4093 Property Address or Location: Port Town: Addition L (Landowner or Organization) is the legal this [application, 2.1 am aware that the project is being prop 0 3. If the grant is successfullyawarded, l will negotiations. Search Mail Search web •� More .. veople Feb 16 at BA6 AM your property and are now thinking the the Ieflenon County consarvation Futures for the Quimpn Wildlge Corridor so our Bon deadlum Is March Z and we will need pion. in electronic or a paper copy (to Sarah J prefer. I'd be happy to mail you a paper ntoad 4. My signature does not represent authori/� rap vnpv Signature � n ,,[ '_ 1 Project Sponsor Information Project Name: QUhnper Wildlife Corrido Project Applicant Contact Information: jedl'enan Land Trost Sarah Spaeth, 9xecotive Director Mailing Address: 1033 Lawrence Street I Phone: 360.379.9501 E -Mail Address: aspaethpsaveland.orL Tribal (3B) Wen w—A, rn " Smad vlews Unread Starred people Social Travel shopping plmw > aecenr t 3 Ito �VSpenWmd R'',;:;.i d MMaz won Hkkr w J •4ru.,Jrott1- !~6736625 I 1I1 2015 Conservation Futures Application and Score Sheet CON 2015 Jefferson County Conservation Futures Program I Property Acquisition and /or Operations and Maintenance Project Application Please complete the following application in its entirety. Be sure to answer "N /A" for questions that don't apply to the project. Incomplete applications will not be accepted for consideration. Unless directed otherwise, use as much space as needed to answer each question. Contact program staff at 379 -4498 or tpokorny@coJefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Bishop Dairy Preservation 2a. Conservation Futures Acquisition Request: $56,225 b. Conservation Futures O &M Request: 0 3. Total Conservation Futures Request: $56,225 4. Please indicate the type of interest contemplated in the acquisition process. Warranty Deed X Easement _ Other (Please describe below.) In whose name will the property title be held after acquisition? Gerald and Delores Bishop with a conservation easement held by Jefferson Land Trust 5. Applicant Information Name of Applicant or Organization: Gerald and Delores Bishop Contact: Gerald Bishop Title: Owner Address: 2691 Egg and I Road, Chimacum, WA 98325 Phone: (360) 732 -4863 Fax: none Email: none 6. Sponsor Information: (if different than applicant) Organization Name: Jefferson Land Trust Contact: Sarah Spaeth Title: Executive Director Address: 1033 Lawrence St., Port Townsend, WA 98368 Phone: (360) 379 -9501 ext. 101 Fax: (360) 379 -9897 2015 Conservation Futures Application and Score Sheet Email: sspaeth @saveland.org This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on February 17, 2015, by Jefferson Land Trust Board of Directors. 7. Site Location Street Address or Description of Location: 2691 Egg and I Road, Chimacum, WA 98325 Driving Directions from Port Townsend: Going south on SR 19, turn right on Egg and I Road. The farm headquarters are on the left side of the road. Section: 01 Township: T28N Range: 1W Assessor's Parcel Number(s): 801011001, 801011002, 801011003, 801012001, 801012022, 801014001,821062004 Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with CF funds or used as match. All parcels will be owned by Gerald and Delores Bishop with a conservation easement held by Jefferson Land Trust. None of the parcels will be used as match. 8. EXISTING CONDITIONS New Site: Yes X No Number of Parcels: 8 Addition to Existing Site: Yes No X Acres to Be Acquired: 264.06 acres Total Project Acreage (if different): same - 264.06 Current Zoning: The zoning of the property is a mixture of Rural Residential 1:20, Agricultural Production Land 1:20, and Commercial Forestland 1:80. Existing Structures/Facilities: The farm has a historic barn that is currently used for hay and equipment storage, a milking parlor, loafing shed, two lay -down barns and bull pen, shop, corrals, fenced pastures and other infrastructure. The historic farmhouse was built in 1910 by the grandfather of the current owner of the dairy, and is located in the area proposed for the conservation easement. Any current covenants, easements or restrictions on land use: No easements or restrictions on the parcels identified for this application, however, the Bishops previously sold a conservation easement to JLT on the coho spawning habitat area of Chimacum Creek, which is not included in the farmland easement area being proposed here. Current Use: Operating organic dairy farm Waterfront (name of body of water): N/A 2 I , 2015 Conservation Futures Application and Score Sheet Shoreline (linear feet): There are approximately 5000 bank feet of salmon- bearing Chimacum Creek flowing through the property. Owner Tidelands /Shorelands: N/A 9. Current Property Owner X is _is not a willing seller. ' .: E- � a; 10. In 1000 words or less, provide a summary description of the project, the match, overarching goal, and three top objectives. Include information about the physical characteristics of the site that is proposed for acquisition with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after acquisition (including passive development), characteristics of the site that demonstrate that it is well- suited to the proposed use, and plans for any structures currently on the site. If applicable, describe how the site relates to the larger project, and whether the project has a plan, schedule and funding dedicated to its completion. Please also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain their importance. Please attach a spreadsheet of the budget. Jefferson Land Trust (JLT) will use this grant to purchase a conservation easement on the historic Bishop Dairy, located south of Chimacum in Jefferson County. Acquisition of a conservation easement will help preserve the prime soils, habitat and scenic character of the last operating dairy in Jefferson County; reduce future development and make it affordable for future generations. Conservation values include 198 acres of pasture and grazing land consisting of prime soils, 36 acres of working forest on the west side of the property, nearly a mile of bank feet of riparian habitat for spawning coho, migrating cutthroat and steelhead, and agricultural infrastructure and two homesites. Trumpeter swans, raptors and other wildlife utilize the farm. The highly visible, scenic vistas from Beaver Valley Road and Egg and I Road define the rural character of this area, and preservation of the strategically located farm will greatly enhance the viability of our agricultural community. JLT has worked closely with the County and Jefferson LandWorks Collaborative partners to support our agricultural land protection, economy and culture, and preservation of the Bishop Dairy is a top priority. Current zoning allows up to 7 additional residences, and farms nearly are being subdivided for residential use. The conservation easement will allow current and future residential uses in the existing farm - sites, and prohibit additional development and subdivision. Bishop Dairy had been in the family for 5 generations, has a long history of dairy farming since the 1890's, and is one the first to be USDA certified organic. Gerald Bishop is nearing retirement and is very keen on preserving his family property, as well as securing 2015 Consenulion Futures Application and Score Sheet some retirement income through sale of the conservation easement. The Bishop Dairy is also near an 850 acre forestland parcel that Jefferson Land Trust and project partners are currently working to preserve for sustainable forestry, recreational opportunities and wildlife habitat. The project builds on JLT's ag land preservation efforts that have already conserved nearly 600 acres in the Chimacum area. Over - arching Goal: Permanent protection of the agricultural values of Bishop Dairy through a conservation easement is the over - arching goal and desire of Mr. Bishop. The conservation easement will provide him peace of mind that he is leaving a legacy for future generations of farmers. Jefferson Land Trust seeks grant support in the amount of $56,225 from the Conservation Futures Fund Program. This amount is -17% of the estimated project cost for the easement value, land acquisition related costs and O &M. Jefferson Land Trust already applied to the State Farmland Preservation Program in 2014, and expects to receive 50% of the total project funding from this grant in the summer of 2015. Additional grant funding from federal programs will be sought to complete the estimated funding package. Three Objectives: -Secure grant funding for the easement -Finalize easement language and boundary through survey • Provide for fencing along riparian buffer areas of Chimacum Creek. Important Milestones: Securing conservation easement funding - Summer 2015 Completion of a draft conservation easement document - Winter 2015 Completion of a survey designating the easement area and building envelopes - Winter 2015 Baseline documentation - Spring 2016 Easement purchase - Fall 2016 Fencing of riparian area - Summer 2016 Permanent stewardship, landowner relations and record keeping - Ongoing 11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel. a. Estimated or Appraised Value of Propert(ies) to be Acquired: $850,000 b. Total Estimated Acquisition - related Cost (see Conservation Futures Manual for eligible costs): $99.950 c. Total Operation and Maintenance Cost: $12,500 2015 Conservation Futures Application and Score Sheet d. Total Project Cost: $962,450 Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition - related costs, general description of operation and maintenance work to be performed, task list with itemized budget, and anticipated schedule for completion of work): The basis for cost estimate is based on the value of nearby conservation easement purchases made within the last several years. A full appraisal and review to grant agency requirements will be conducted before acquisition is finalized. Anticipated acquisition related costs include; appraisal and review, survey, baseline documentation, title insurance and closing costs, excise Acquisition related costs Timeline Est. Cost Conservation easement Fall 2016 $850,000 Appraisal and Appraisal Review Fall 2015 $10,500 Survey Winter 2015 $10,000 Baseline and Stewardship Plan Spring 2016 $12,000 Environmental Audit Spring 2016 $3,000 Title insurance and closing costs, excise tax, etc. Summer 2016 $18,000 Signs Winter 2016 $1,000 Project Management, Admin and legal fees Summer 2016 $45,450 &M Weed control and fencing Summer /fall 2016 12,500 tax and recording fees, legal costs, project management and administration. Noxious weed removal and fencing along a section of Chimacum Creek will take place in summer 2016. Scored Questions la. Sponsor or other organizations X will _will not contribute to acquisition of proposed site and/or operation and maintenance activities. b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. c. Matching Fund Estimate Conservation Futures Funds Requested Acquisition O &M % $56,225 0 6% 2015 Conservation Futures Application and Score Sheet Matching Frnds/Resources* $893,725 $12,500 94% Total Project Acquisition Cost $949,950 $12.500 100.0% * If a prior acquisition is being proposed as match, please describe and provide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? State WWRP $481,225 Yes No X June 2015 Yes No X Fall 2015 Federal Funding $425,000 Yes No X $ Yes No $ Yes No Yes No X Winter2015 Yes No Yes No NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation of property or a property right will be considered as a matching resource. Donation of resources for on -going maintenance or stewardship ( "in- kind" contributions) are not eligible as a match. 2 a. Sponsoring agency X is _is not prepared to provide long -term stewardship (maintenance, up -keep, etc.) for the proposed project site. b. Describe any existing programs or future plans for stewardship of the property, including the nature and extent of the commitment of resources to carry out the stewardship plan. JLT will conduct stewardship, monitoring and maintenance including at least annual monitoring of the property by professional staff and trained volunteers, extensive data collection and management, help with stewardship, enhancement and restoration goals and legal defense of the conservation easements should it become necessary. JILT has a legal defense fund of nearly $550,000, and continues to build this fund with each new easement acquisition, recognizing the legal obligation and responsibility of protecting conservation values in perpetuity. In addition, JILT carries legal defense insurance through a program for conservation easements called Terrafirma, developed through the national Land Trust Alliance (the national umbrella organization for land trusts). This program covers up to $500,000 in legal enforcement costs per conservation easement that JLT holds and stewards. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. JLT, formed in 1989 and accredited in 2009, will hold the conservation easement on the Bishop Dairy and has been holding and stewarding conservation easements since 1991. JLT currently holds and monitors 54 conservation easements in Jefferson County, in addition to conducting monitoring and stewardship activities on the 205 acres it owns. The Hoh River Trust and Washington State Parks contract with JLT to monitor and steward over 7400 acres of land under their control. In addition JLT stewards land owned by Jefferson County, the City of Port Townsend and Department of Natural Resources. JLT stewardship and monitoring protocols were developed with the guidance of the Land Trust Alliance and adherence to those protocols is one of the requirements for our national accreditation. 2015 Conservation Futures Application and Score Sheet b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for Conservation Futures funding? No, neither the sponsor nor applicant has been involved in a project previously approved for Conservation Futures funds. X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for Conservation Futures funds. Please provide details: JLT has sponsored numerous applications that have received Conservation Futures funds. These projects include: Sunfield Farm, 2003; Quimper Wildlife Corridor, 2004; East Tarboo Creek Conservation Project, 2005; Tamanowas Rock Phase 1, 2006; the Winona Buffer Project, 2006; Glendale Farm, 2007; Finnriver Farm, 2008; Quimper Wildlife Corridor, 2009; Brown Dairy, 2009; Salmon Creek Ruck 2010, Quimper Wildlife Corridor 2010; Tamanowas Rock 2010; Chimacum Creek Carleson 2011; Winona Basin - Bloedel 2011; L. Brown 2012, Boulton Farm 2012; Quimper Wildlife Corridor, Short Family Farm 2013; Quimper Wildlife Corridor, Snow Creek Irvin and Jenks 2014. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. b. Necessary commitments and agreements are X are not in place. c. All parties are X are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. Jefferson Land Trust will order an appraisal and appraisal review to determine the value of the conservation easement before making an offer to the landowners. 5. The proposed acquisition X is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or community conservation effort. Please describe below, including the site's importance to the plan. Please reference the website of the plan if available or include the plan with this application. complements an adopted open space or conservation plan, but is not specifically identified. Please describe below, and describe how the proposed acquisition is consistent with the plan. is a stand -alone project. Bishop Dairy is indicated on the Parks, Recreation Areas, Conservation Easements and Areas for Future Cooperative Conservation Efforts map from the Jefferson County Comprehensive Plan. http: / /www.co.jefferson .wa.us /idms /pdfs /parks99.pdf. It has also been identified as having local and regional agricultural and habitat significance in the Jefferson Land Trust Conservation Plan. The plan is located on the JLT website, www.saveland.org. The Puget Sound Action Agenda states that protection of intact ecosystem processes, structures and functions, including the protection and conservation of freshwater resources to increase and sustain water availability for instream flow and human uses as important. It also supports specifically long term protection and stewardship of working farms, particularly in East Jefferson County in the Hood Canal Action Area (A3). http: / /www.psp.wa.gov /downloads /AA2011 /120911 /AA-draft-1 20911 -a8.pdf http: / /www.psp.wa.gov /downloads /AA2011 /120911 /AA- draft - 120911 -al - a4.pdf 2015 Conservation Futures Application and Score Sheet 6. Conservation Opportunity or Threat: a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity that would otherwise be lost or threatened. b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. The Bishop Dairy property owner, a Td generation Bishop, is very keen on seeing the family dairy remain as one of the larger operating farms in Jefferson County, either as a dairy or grass fed beef operation. However, Mr. Bishop is aging, and is concerned about the future of the farm. He needs retirement funds and has several heirs, and has been seriously considering selling portions of the farm, or dividing the property for his heirs. Conservation easement funding will allow him to reduce future development potential and allow the farm to remain as one viable property. The agricultural portion of the Bishop Dairy already has two existing home - sites, though could accommodate up to an estimated seven additional residential sites given the existing grandfathered parcels and current county zoning. There is additional significant development potential in the nearby area. Easement funding will reduce the development threat and market value of the property so that it will be more affordable for future generations of agricultural producers, and will protect the farm during that generational transfer. It will also protect the valuable agricultural lands and habitat values associated with Chimacum Creek. 90% percent of the agricultural acres on the Bishop Dairy property consist of prime soils and soils of statewide significance. We have been negotiating with the Bishop Family for several years to secure the protection of the important agricultural values of the farm. The Bishop Dairy property is a current top priority for protection for Jefferson Land Trust and other local agencies and organizations. The prime soils, size, easy access to the farmland, presence of infrastructure, long family history on the land, scenic views and Chimacum Creek habitat values contribute to its importance in the local agricultural landscape, economy and culture. 7. The proposed acquisition: X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. X provides habitat for a variety of native flora or fauna species. X contributes to an existing or future wildlife corridor or migration route. If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use. t Over 5000 bank feet of Chimacum Creek runs through the Bishop Dairy. Chimacum Creek is recognized in numerous local and regional plans as providing important migration, spawning and rearing habitat for coho salmon, steelhead and cutthroat trout. ' See, for example, http:// www. dnr. wa. gov/ researchsciencdtopics /naturalheritage /pages /amp nh.asi httv://www.wdfw.wa.gov/conser-vation/l)hsAist/ htti)://Wwwl.dnr.wa.gov/nhp/refdesk/i)lants.html http:// wwwl .dnr.wa.mov /nhp /refdesk/i)ubs /wa ecological systems.pddf 2015 Conservation Futures Application and Score Sheet Chimacum Creek is identified in the Salmon and Steelhead Habitat Limiting Factors, Water Resource Inventory Area 17, by the WA State Conservation Commission and in the Watershed Management Plan for Quilcene-Snow Watershed (WRIA 17) by WRIA 17 Planning Unit as important spawning and rearing habitat. The Bishops previously sold a conservation easement to JLT on the prime coho salmon spawning habitat area upstream of the pastureland, in the headwaters of Chimacum Creek, which was funded by a State Salmon Recovery Funding Board grant. This protected area is not included in the farmland easement preservation effort area being proposed in this grant application. 8 a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition, including any anticipated changes to that use once the property, or property right, is acquired with Conservation Futures funds. There are no anticipated changes in use if the easement is acquired, in fact it will help insure that the Bishop Dairy continues. The Bishop Dairy has been an operating dairy since the 1890's, and is currently operated by the 3`d, 4th and 5th generations of Bishop family members. The dairy employs 5 and is the sole income stream for the dairy owners. They produce 9,000 lbs. of milk for Organic Valley every other day. b. Describe any participation by the current property owner in any other agricultural land conservation programs, including the program and nature of the involvement. As mentioned earlier, the prime salmon habitat located in the headwaters of Chimacum Creek on the Bishop Dairy property has been protected since 2001 with an easement funded through the State Salmon Recovery Funding Board. The stretch of Chimacum Creek that passes from that area through the pastureland is in moderate condition and a buffer of one side of the creek has been restored and replanted by North Olympic Salmon Coalition (NOSC). The landowner is interested in fencing the other side. NOSC's creek restoration project will provide periodic invasives removal and plant maintenance. CREP projects have been conducted downstream on adjacent lands. 9. Describe how the proposed acquisition benefits primarily a _local area X broad county area including the area served, the nature of the benefit, the jurisdictions involved, and the populations served. The Bishop Dairy is located along Beaver Valley Road, with easy road access to main arterials linking with the Seattle region. The family sells their milk directly to Organic Valley that is available in the Port Townsend Food Coop, the Chimacum Corner Store, and stores nation- wide. An Organic Valley tank truck collects milk from the Bishop Dairy every other day and takes it to a regional facility for pasteurization, homogenization, "bottling ", and distribution. Jefferson County has a thriving agricultural economy and culture. Community interest in local food and food security is strong and growing. The Port Townsend Farmers Market is the largest market west of Seattle and continues to grow and the newer Chimacum Farmers Market is contributing to the rebirth of downtown Chimacum, along with the very popular Chimacum Corner Farmstand. The Farmstand and our local Food Coop feature locally grown 2015 Conservation Futures Application and Score Sheet produce, grain and fruit and are thriving community hubs. The Jefferson Land Works Collaborative and other local groups like the Quimper Grange and Chimacum Grange have made farmland preservation and support for agricultural producers top priority of their proactive work in the last several years. Community interest and support is demonstrated by the recent farmland projects that have garnered community, state and federal support, including Glendale Farm, Brown Dairy, Red Dog Farm, Finnriver Farm, SpringRain Farm, Compass Rose Farms, and the recently funded Boulton Farm project. 10. Describe the educational or interpretive opportunities that exist for providing public access, educational or interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those improvements and any plans for public accessibility.2 The Bishop Dairy has opened the farm to the Jefferson County Farm Tour participants and would be available for controlled educational programs. 11. The proposed acquisition _ includes historic or culturally significant resources and _ is registered with the National Register of Mstoric Places, or an equivalent program. X is recognized locally has having historic or cultural resources. _ is adjacent to and provides a buffer for a historic or cultural site. If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or cultural resources. The Bishop Dairy has a very long history of local and regional significance. The grandfather of the current Mr. Bishop built the farm -house in the 1910, and the dairy has been in operation since that era. 12a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please cite or provide documentation of existing or planned silvicultural activities including forest management plan(s) or forest ecosystem restoration. None planned at this time, though the Bishops may conduct some selective harvest in remaining forested areas in the future. b. Describe any participation by current property owner in silviculture conservation programs, including the program and nature of the involvement. None Verification 13. Sponsors of applications that are approved for funding by the Board of County Commissioners are required to submit a brief progress report by October 30 every year for three years after the award is approved, or three years after the acquisition funds are disbursed to the applicant, whichever is later. The progress report must address any changes in the project focus or purpose, progress in obtaining matching funding, and stewardship and a The words "education" and "interpretation" are interpreted broadly by the CF Committee. 3 Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 10 2015 Conservation Futures Application and Score Sheet maintenance. Sponsors receiving O &M funds will also submit an annual report for each year that O &M funds are expended. The Committee will use the information to develop a project "report card" that will be submitted annually to the Board of County Commissioners. If this application is approved for funding, I understand the sponsor is required to submit progress reports for three years and for any year in which O &M funds are expended. Initials Date February 26, 2015 14. If, three years after the date funding is approved by the Board of County Commissioners, the applicants have not obtained the required matching funds, the Committee may request the Board of County Commissioners to nullify their approval of funds, and may require the project to re- apply. If this application is approved for funding, I understand that we may be required to re- submit the application if the project sponsor does not obtain the necessary matching funding within �� � three years. Initials � S I Date February 26, 2015 11 2015 Conservation Futures Application and Score Sheet �450� 2015 Jefferson County Conservation Futures Program $ Score Sheet Please note: if none of the answers provided describe the project, answer "N /A" or 110 ". ADJUSTED CRITERIA SCORE X WEIGHT = SCORE 1. To what degree does the project leverage contributions for acquisition from groups, agencies or individuals? X 5 = (Points awarded based on the following level of contribution) a. Leverages significantly = 3 points b. Leverages moderately = 2 points c. Meets requirement = 1 point 2. To what degree does the project sponsor commit to provide long -term stewardship for the proposed project? X 10 = a. Stewardship plan with guaranteed long -tern stewardship = 5 points b. Stewardship plan with guaranteed short-tern stewardship = 3 points c. Stewardship plan, no guarantee = 1 point 3. To what degree has the project sponsor demonstrated effective long -term stewardship of a similar project? X 1 = a. Highly demonstrated = 5 points b. Moderately demonstrated = 3 points c. Slightly demonstrated = 1 point d. Effectiveness not demonstrated = 0 points 4. To what degree is the acquisition feasible? X 8 = a. Highly feasible = 5 points b. Moderately feasible = 3 points c. Slightly feasible = 1 point 5. To what degree is the project part of an adopted open space, conservation, or resource preservation program or plan, or identified in a community conservation effort? 12 2015 Conservation Futures Application and Score Sheet X 7 = Sliding scale: 1 -5 points 6. To what degree does the project conserve opportunities which are otherwise lost or threatened? X 6 = Sliding scale: 1 -5 points 7. To what degree does the project preserve habitat for flora and fauna? (Points awarded in part based on level of documentation.) a. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive species = 0-3 points X 4 = b. Variety of native flora & fauna = 0-3 points X 4 = c. Provides wildlife corridor or migration route = 0-3 points X 4 = 8. To what degree does the project preserve farmland for agricultural use? a. Likely will maintain active agricultural use = 0-3 points X 4 = _ b. Participates in other conservation programs = 0-3 points X 4 = _ c. Preserves rural cultural heritage = 0-3 points X 4 = _ 9. To what degree does the project serve a significant benefit area? X 4 = Sliding scale: 1 -5 points 10. To what degree will the acquisition provide educational opportunities, interpretive opportunities, and/or. serve as a general community resource? X 4 = a. Public access, with planned or educational/interpretive displays and materials, events or activities = 5 points b. Limited public access, available space for signage and educational materials = 3 points c. Remote location = 1 point d. No opportunity = 0 points 11. To what degree does the project preserve historic or culturally significant resources°? X 3 = a. Project is registered with the National Register of Historic Places, or an equivalent program = 3 points b. Project is recognized locally as having historic or cultural resources = 2 points c. Project is adjacent to and provides a buffer for a historic or cultural site = 1 point d. None of the above = 0 points 12. To what degree does the project preserve forestland for silvicultural use? Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 13 2015 Conservation Futures Application and Score Sheet a. Likely will maintain active forestland for silvicultural use = 0-3 points X 4= . b. Land is enrolled in public and/or private programs which certify long -term sustainable silviculture: Certified = 3 point Uncertified = 0 points X 1= c. Participates in other conservation or restoration programs = 0-3 points X 4= 14 BISHOP DAIRY PROJECT CONSERVATION FUTURES FUNDS ILLUSTRATIONS -2015 Bishop Dairy pasture and riparian buffer - looking southwest Bishop Dairy Infrastructure - looking east Prime agricultural soils and water rights Last dairy in Jefferson County Outstanding in their field! BISHOP DAIRY PROJECT CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2015 Bishop Dairy looking southeast along Egg and I Road toward Beaver Valley Road 40 .. Bishop Dairy looking southeast along Egg and I Road toward Beaver Valley Road naglocK - Bishop Dairy } t' '�. ,Scow } Protection in progress f °' Lawer0o% Bay.- " 116 ✓ P Protected Farmland J e P Other Conservation Easement . ields Jefferson Land Trust Nature Preserve ChiP' Prime farmland soils macum _ l u aauu f h Oak n _Y Bay Naylor C 1 ' r� 4 f P 19 agle ount ze t Y Mats Mats Swansonvilk Port 1 104 Be eer —V �Y s*y Bishop Dairy 0 0.5 1 Miles Site Location Map For informational purposes only. All F' data represented are from varying sources and approximate. Map created in Feb, 2015 N l r P� s ., A f t LAND TRUST r s ., A f t LAND TRUST Appendix H: Landowner Acknowledgement Form Appendix H: Landowner Acknowledgement Form Landowner Information NameofLandowner.. Gem -nAc i; Velorre.s (sfnoy Landowner Contact Information: [� Mr. ® Ms. Title: First Name: Gar cJcL ? kDaAafe5 Last Name: g �tSV0�o Contact Mailing Address: .26`i l ei Jj P—ocn A , CU t vv-a.w vv%, W a 9 S 3 Z Contact E -Mail Address: 1p tgh opda .'ry@ Q o l , oY,n Property Address or Location: 2-750 r'--On QT' 12oacQ,(�fnt✓hac ✓y, (v{Ll 9$326 1. (Landowner or Organization) is the legal owner of property described in this grant application. 2. I am aware that the project is being proposed on my property. 3. If the grant is successfully awarded, I will be contacted and asked to engage in negotiations. 4. My signature does not represent authorization of project implementation. S. If I am affiliated with the project sponsor, I will recuse myself from decisions made by the ject 5onsor to work on or purchas my property. / 1 � /t�a r Landowner Signaty a Date Project Sponsor Information Project Name: 1& Sloop lDCL r J ir- Project Applicant Contact Information: ❑ Mr. ® Ms. Title rcxe b,-a_ -Dire- ckl"�-r"�'- �/"� First Name: ajG�wL. Last Name: s �� "� Mailing Address: E -Mail Address: 5SP.e.6"f^ w"I ?04_ \ 9W ��t/�+ l wAr "Vage 10099 Manual 3, Acquisition Projects . March 1, 2014 2015 Conservation Futures Application and Score Sheet �. gon R 2015 Jefferson County Conservation Futures Program PProperty Acquisition and /or S fN 10 $ Operations and Maintenance Project Application Please complete the following application in its entirety. Be sure to answer "N /A" for questions that don't apply to the project. Incomplete applications will not be accepted for consideration. Unless directed otherwise, use as much space as needed to answer each question. Contact program staff at 379 -4498 or tpokorny0co.iefferson. wa. us with questions. Background and Eligibility Information 1. Project Title:—Lower Big Quilcene River Riparian Protection 2a. Conservation Futures Acquisition Request: $25,515 b. Conservation Futures O &M Request: $5,925 3. Total Conservation Futures Request: $31,440 4. Please indicate the type of interest contemplated in the acquisition process. X Warranty Deed _ Easement _ Other (Please describe below.) In whose name will the property title be held after acquisition? Jefferson Land Trust, with possible transfer to the Skokomish Tribe, the adjacent landowner, at a later date. 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Sarah Spaeth Title: Executive Director Address: 1033 Lawrence St. Port Townsend, Wa. 98368 Phone: (360) 379 -9501, ext. 101 Fax: (360) 379 -9897 Email: sspaeth @saveland.org 6. Sponsor Information: (if different than applicant) Same This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on February 17, 2015. 7. Site Location Street Address or Description of Location: 262 Claybanks Rd. Quilcene, Wa. 98376 1 2019 Conservation Futures Application and Score Sheet Driving Directions from Port Townsend: Go to Quilcene, turn left off of Hwy. 101 onto Linger Longer Rd.; go over the Big Quilcene River, after about 300' turn right onto Muncie Ave. At the end of Muncie (1000'), turn left onto Rodgers St., after another 300' turn right up the hill on Claybanks Rd. Go -1/4 mile and the driveway is on the right as Claybanks turns left and continues up the hill. Section: SW 1/4 Sec.24 Township: 27 Range: 2W Assessor's Parcel Number: 702 243 002 Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with CF funds or used as match. This parcel is currently owned by Alan Polson. The CFF funds will be used to match a SRFB grant for fee - simple acquisition and restoration of the property by Jefferson Land Trust. Alan possibly will transfer ownership of the property to his son David Polson prior to its sale but assures us that will not affect the sale. The Skokomish Tribe owns an adjacent riparian property and JLT may transfer ownership of this property to them after restoration, enabling an economy of scale in stewardship as part of the Tribe's ongoing conservation work in this watershed. 8. EXISTING CONDITIONS New Site: Yes Number of Parcels: One. Addition to Existing Site: No Acres to Be Acquired: 14.16 Total Project Acreage (if different): Same (14.16) Current Zoning: Rural Residential 1:10 Existing Structures/Facilities: Storage containers, to be removed before sale. Any current covenants, easements or restrictions on land use: Access easements for neighboring property and Bonneville Power road. Current Use: Undeveloped. Waterfront (name of body of water): Big Quilcene River Shoreline (linear feet): 1250' Owner Shorelands: Alan Polson 9. Current Property Owner X is =is net a willing seller. Project Description 2015 Conservation Futures Application and Score Sheet 10. In 1000 words or less, provide a summary description of the project, the match, overarching goal, and three top objectives. Include information about the physical characteristics of the site that is proposed for acquisition with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after acquisition (including passive development), characteristics of the site which demonstrate that it is well - suited to the proposed use, and plans for any structures currently on the site. If applicable, describe how the site relates to the larger project, and whether the project has a plan, schedule and funding dedicated to its completion. Please also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain their importance. Please attach a spreadsheet of the budget. Jefferson Land Trust is requesting funds to match a Salmon Recovery Funding Board grant for acquiring an undeveloped 14 -acre parcel on the lower Big Quilcene River at about RM1, upstream of the diked area around the river's delta and Linger Longer Road. The property consists of a second - growth forest on a north - facing hillside, dropping about 200' down and extending northward across the river, thus including nearly 'A mile of the Big Quilcene River. The lower slope has some large maple and alder, along with Doug fir, western red cedar, a few noble fir, Sitka spruce, and cottonwood, and there are springs on the floodplain. In one place there is a relatively recent slide down to the river that appears to be the result of natural processes. About 3 acres of the southernmost upland portion was logged in 2004- 2005 and would benefit from replanting. A dirt road crossing the property provides access to this and a neighboring property, and there is a spur road on the property going uphill from that road to an area that has been leveled. A small building site was also leveled just below the road through the property, and a septic permit and a permit for a carport were obtained in 2009, but nothing was built and the building permits have expired. In contrast with nearby properties, riparian conditions on this parcel do not appear to have been disturbed significantly. The current owner has controlled, but not totally eliminated, knotweed and other non - native invasive plants in the riparian area, and further removal of those invasives is part of this project. The project is intended to specifically benefit multiple salmon species: ESA listed Hood Canal summer run chum and steelhead, fall chum, chinook, coho, pink, bull trout, and cutthroat. The Big Quil has been identified by the Hood Canal Coordinating Council (HCCC) as supporting one of the most important stocks of Summer Chum. Furthermore, the lower mile of the Big Quil is identified in HCCC's Summer Chum Recovery Plan as the area where most summer chum spawning occurs, and this reach has been identified by WDFW as Priority Palustrine Habitat which also provides breeding habitat for harlequin ducks and lies in an area used by bald eagles and spotted owls. These priorities are also reflected in the WDFW /Point No Point Treaty Council's Summer Chum Salmon Conservation Initiative. In addition, WDFW has documented this stretch as rearing habitat for winter steelhead. Much of the lower reach of the river has been subject to dikes and other human alteration, with patches of restoration being undertaken over about the last 15 years as opportunities with willing landowners arise and funding is available, resulting in riparian habitat conditions varying significantly between sites. 2015 Conservation Futures Application and Score Skeet Land and forest management practices in this watershed have also had significant impacts on silting and rates of erosion. This project complements a number of planning, acquisition, and restoration projects funded by SRFB in previous years both upstream and downstream of this property. The Quilcene area is expected to continue to experience growth and this riparian reach is at risk of rural residential development. Surrounding properties are mostly rural residential, with the adjacent downstream property being owned by the Skokomish Tribe for conservation and restoration. If deemed an appropriate use, these properties could possibly tie into an interpretive trail loop envisioned by members of the Quilcene Conversation that would include the Little and Big Quilcene Rivers, and the Worthington House and Quilcene Historical Museum. We have an opportunity to purchase this parcel before it is offered for sale on the open market, we have SRFB funding which requires a minimum of 15% match, and we are seeking CFF support in meeting the match requirement. An initial appraisal is complete, a review appraisal is underway, and once that is completed we will begin negotiations with the landowner. The three top objectives for this project are: 1) Acquire high priority property from the willing seller 2) Utilize the SRFB grant match 3) Conduct restoration activities and permanently protect the property for habitat purposes. The most important milestone is approval of Jefferson County CFF grant to provide match for the previously approved SRFB grant. 11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel. a. Estimated or Appraised Value of Propert(ies) to be Acquired: Est. $125,000 (appraisals under way) b. Total Estimated Acquisition - related Cost (see Conservation Futures Manual for eligible costs): $42,600 c. Total Operation and Maintenance Cost: $25,000 d. Total Project Cost: $192,600 Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition - related costs, general description of operation and maintenance work to be performed, task list with itemized budget, and anticipated schedule for completion of work): 2015 Conservation Futures Application and Score Sheet Property value was estimated for this application, but will be established by appraisal and review appraisal that we expect to be completed by April 2015, prior to purchase. Anticipated project related costs include; appraisal and appraisal review, title insurance and closing costs, taxes and recording fees, legal costs, project management and administration. A stewardship plan will be created that will include replanting and management considerations. O & M will consist of planting the upland where a 2004 timber harvest occurred, removal of non - native weeds from the riparian area, and 2 years of maintenance to help the plantings get established. In addition, O &M includes hard costs associated with JLT's annual monitoring of the protected property. The estimated time involved is 6 hours of on -site visit and data update in office on an annual basis in perpetuity. This is in accordance with the recommendation by Land Trust Alliance for annual monitoring of properties, since the property would be owned outright and development completely prohibited. For the purposes of O &M budget for this grant, we are only considering 10 years of monitoring. Acquisition related costs Timeline Estimated Costs Land Late summer 2015 $125,000 Appraisal and review Winter 2015 $7,500 survey Summer 2015 $6,000 Cultural Resources and Environmental Audit Summer 2015 $4,000 Title insurance and closing costs, excise tax, etc. Late summer 2015 $10,000 Stewardship Plan Late summer 2015 $6,000 Project Management Late summer 2015 $8,100 Signs Spring 2016 $1,000 O &M Restoration and monitoring Winter 2015 and ongoing $25,000 Scored Questions la. Sponsor or other organizations Xwill _will net contribute to acquisition of proposed site and/or operation and maintenance activities. b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. c. Matching Fund Estimate Acquisition Conservation Futures Funds Requested $25,515 O &M % $5,925 16% 2015 Conservation Futures Application and Score Sheet Matching Funds/Resources* $142,085 $19.075 84% Total Project Acquisition Cost $167,600 $25,000 100% * If a prior acquisition is being proposed as match, please describe and provide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. d. Source of matching funds /resources SRFB grant Amount of Contribution contribution approved? $$161,160 Yes No $ Yes No Yes No Yes No If not, Contribution If not, when? available now? when? Yes No Yes No Yes No Yes No NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation of property or a property right will be considered as a matching resource. Donation of resources for on -going maintenance or stewardship ( "in- kind" contributions) are not eligible as a match: 2 a. Sponsoring agency Xis --is -net prepared to provide long -term stewardship (maintenance, up -keep, etc.) for the proposed project site. b. Describe any existing programs or future plans for stewardship of the property, including the nature and extent of the commitment of resources to carry out the stewardship plan. JLT stewardship staff and volunteers, combined with grant funding, will remove debris and invasive weeds, replant a previously - harvested area of upland forest, remove invasive weeds in the riparian corridor, and maintain plantings while they get established. In addition, JLT anticipates a stewardship program of at least annual monitoring to insure that the conservation values of the preserve are in good shape; that there are no adverse impacts to the property such as trash accumulation or inappropriate uses, and that no noxious weeds have re- established on property. JILT Staff and trained community volunteers will conduct monitoring, and maintenance efforts. JLT relies on trained professionals, including habitat biologists, foresters and others as appropriate. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. JLT currently holds and monitors 54 conservation easements in Jefferson County, in addition to conducting monitoring and stewardship activities on the over 200 acres it owns. Stewardship experience includes restoration of multiple riparian properties on Chimacum Creek, Donovan Creek, Snow Creek, and the Duckabush River.The Hoh River Trust and Washington State Parks contract with JLT to monitor and steward over 8000 acres of land under their control. In addition, the Land Trust stewards land owned by Jefferson County, the City of Port Townsend and Washington Department of Natural Resources. Stewardship and monitoring protocols were developed with the guidance of Land Trust Alliance (the national umbrella organization for land trusts) and adherence to those protocols is one of the 2015 Conservation Futures Application and Score Sheet requirements for our national accreditation. This includes at least annual monitoring of easements and preserves by professional staff and trained volunteers, extensive data collection and management, help with stewardship, enhancement and restoration goals and legal defense of the conservation easements should it become necessary. JLT has a legal defense fund of nearly $550,000, and continues to build this fund with each new easement acquisition, recognizing the legal obligation and responsibility of protecting conservation values in perpetuity. b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for Conservation Futures funding? No, neither the sponsor nor applicant has been involved in a project previously approved for Conservation Futures funds. X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for Conservation Futures funds. Please provide details: Jefferson Land Trust has sponsored numerous applications that have received Conservation Futures funds. These projects include: Sunfield Farm, 2003; Quimper Wildlife Corridor, 2004; East Tarboo Creek Conservation Project, 2005; Tamanowas Rock Phase 1, 2006; the Winona Buffer Project, 2006; Glendale Farm, 2007, and Finnriver Farm, 2008, Quimper Wildlife Corridor and Brown Dairy 2009, Tamanowas Rock and Salmon Creek, 2010; Chimacum Creek Carleson 2011; Quimper Wildlife Corridor 2011; L. Brown Trust 2012; Boulton Family Farms 2012; Quimper Wildlife Corridor 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014. 4 a. Property X can _eannet feasibly be acquired in a timely fashion with available resources. b. Necessary commitments and agreements _are X are not in place. c. All parties _are X are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. As soon as appraisals are completed in April 2015, JILT will negotiate a Purchase and Sale Agreement with the landowner. S. The proposed acquisition X is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or community conservation effort. Please describe below, including the site's importance to the plan. Please reference the website of the plan if available or include the plan with this application. _complements an adopted open space or conservation plan, but is not specifically identified. Please describe below, and describe how the proposed acquisition is consistent with the plan. _is a stand -alone project. The Jefferson Co. Comprehensive Plan states "Natural resource lands provide important environmental functions, including surface water protection, habitat enhancement, and ground water recharge. Significant environmental features on natural resource lands are preserved through the use of best management practices. "( http:// www. co. jefferson. wa .us /commdevelopment/complanpdfs /2014 20Comp 20PIan /Chapter 204.pdf). 2015 Conservation Futures Application and Score Sheet The SMP designates this as Conservancy and Priority Aquatic Habitat for migratory fish. ( http:// www. co. jefferson .wa.us /commdevelopment/PDFS /SM Pupdate /FormaiReviewProcess /L ocally 20Approved 20SMP/12 -7 -09 20LA- SMP _Resolution77- 09_ExhibitA.pdf) A 2004 Jefferson County evaluation of Core Habitat includes this property in the Core 2 Habitat classification of 'areas that support species of significance, are contiguous, and contained features or habitat types of particular importance to wildlife, such as snag -rich stands, mature forest, or forested wetlands, but may be somewhat fragmented'. JLT's Conservation Plan (www.save land. oro.) ranks this as a high priority habitat area, and WDFW categorizes this as Priority Palustrine Habitat (http: / /wdfw.wa.gov /conservation /phs /.) The importance of Big Quil habitat to several salmon species is detailed in salmon recovery plans prepared by the National Marine Fisheries Service: (http: / /www.westcoast. fisheries. noaa.gov /publications /recovery "lan ni ng /sal mon_ steel head /do mains /puget_ sound /chum /hcc_su ppleme nt. pdf), WDFW and the Point -No -Point Treaty Tribes (http://wdfw.wa.gov/publications/00155/WdfwOO155.pdf), the Hood Canal Coordinating Council (http: / /hccc.wa.gov /Salmon+ Recovery /Summer +Chum +Salmon /Sum merChumSalmon Plan /def ault.asp), and others. HCCC ranks Big Quil summer chum 2nd out of more than 80 critical Hood Canal salmon stocks in their current listing. The Nature Conservancy's Puget Trough Ecoregional Assessment identifies this as Terrestrial Ecosystem Portfolio Site. (http: / /ir. library. oregonstate.edu /xmlui /bitstream /handle /1957/57/W PG_Ecoregional_Assessme nt.pdf ?sequence =l) This project complements the ongoing work of Jefferson County and conservation partners to protect and restore significant nearby lands at the mouth of the Big Quilcene River. 6. Conservation Opportunity or Threat: a. The proposed acquisition site X does _does net provide a conservation or preservation opportunity which would otherwise be lost or threatened. b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. The property is currently for sale and rural residential development is the most likely use. The current owner has maintained most of the natural topography and native vegetation of the property (although weeds are present and the property would benefit from more conifers). If the property were to change hands, there would be an increased likelihood of significant modifications that would degrade the existing conditions favored by the current owners. The clearing, grading, septic, and other attendant impacts of development would be very likely to degrade water and habitat quality in this riparian corridor that is important habitat for endangered species. Wildlife corridors that connect the Olympic Mountains with Hood Canal will become even more important with changing climate. 2015 Conservation Futures Application and Score Sheet 7. The proposed acquisition: X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. X provides habitat for a variety of native flora or fauna species. X contributes to an existing or future wildlife corridor or migration route. If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use.t A W DFW Priority Habitat and Species Report (http: / /wdfw.wa.gov /conservation /phs /), SalmonScape (http: / /apps.wdfw .wa.gov /salmonscape /map.html), and other WDFW data for this property, indicate: - breeding and rearing habitat for chinook, endangered summer chum, coho, pinks, and steelhead - endangered spotted owls occur in the area - 'regular concentration' of bald eagles - breeding area for harlequin ducks - presence of cutthroat, fall chum, bull trout 8 a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition, including any anticipated changes to that use once the property, or property right, is acquired with Conservation Futures funds. This property is not suited for ag use. b. Describe any participation by the current property owner in any other agricultural land conservation programs, including the program and nature of the involvement. N/A 9. Describe how the proposed acquisition benefits primarily a _leeatiwea X broad county area including the area served, the nature of the benefit, the jurisdictions involved, and the populations served. Water quality is critical to all species and also important to commercial shellfish production in Hood Canal. From the perspective of salmon recovery, the protection of key habitat is essential to the recovery of depressed stocks. These stocks benefit fisheries for people, killer whales and other wildlife that depend on forage fish, including juvenile salmon. Recreational fishing in the Big Quil not only benefits local and county residents, but also attracts fishermen from the region, thereby contributing to the local economy. ' See, for example, http• / /www.dnr wa Qov /researchscience /topics /naturalheritage/pages /amp nh aspx http://www.wdfw.wa.2ov/conservation/phs/list/ http: / /wwwl.dnr.wa. oe v /nhp /refdesk/plants.html http://wwwl.dnr.wa.gov/nhp/refdesk/pubs/wa ecological s sty ems pdf 2015 Conservation Futures Application and Score Sheet 10. Describe the educational or interpretive opportunities that exist for providing public access, educational or interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those improvements and any plans for public accessibility.2 There are no immediate plans to encourage public access beyond the current use of this public waterway by recreational fishermen, but there is the possibility of a future public trail and interpretive signage, as noted in the Project Summary [ #10 above]. 11. The proposed acquisition _ includes historic or culturally significant resources and is registered with the National Register of Historic Places, or an equivalent program. is recognized locally has having historic or cultural resources. is adjacent to and provides a buffer for a historic or cultural site. If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or cultural resources. 12a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please cite or provide documentation of existing or planned silvicultural activities including,forest management plan(s) or forest ecosystem restoration. Restoration planting is part of this grant application, and no timber harvest is proposed. b. Describe any participation by current property owner in silviculture conservation programs, including the program and nature of the involvement. None. Verification 13. Sponsors of applications that are approved for funding by the Board of County Commissioners are required to submit a brief progress report by October 30 every year for three years after the award is approved, or three years after the acquisition funds are disbursed to the applicant, whichever is later. The progress report must address any changes in the project focus or purpose, progress in obtaining matching funding, and stewardship and maintenance. Sponsors receiving O &M funds will also submit an annual report for each year that O &M funds are expended. The Committee will use the information to develop a project "report card" that will be submitted annually to the Board of County Commissioners. If this application is approved for funding, I understand the sponsor is required to submit progress reports for three years and for any year in which O &M funds are expended. Initials_ Date February 26, 2015 2 The words "education' and "interpretation' are interpreted broadly by the CF Committee. s Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 10 2015 Conservation Futures Application and Score Sheet 14. If, three years after the date funding is approved by the Board of County Commissioners, the applicants have not obtained the required matching funds, the Committee may request the Board of County Commissioners to nullify their approval of funds, and may require the project to re- apply. If this application is approved for funding, I understand that we may be required to re- submit the application if the project sponsor does not obtain the necessary matching funding within three years. Initials_ Date February 26, 2015 kw¢5 °N �oG2 2015 Jefferson County Conservation Futures Program ►�$ Score Sheet QS6LNG�O Please note: if none of the answers provided describe the project, answer "N /A" or 6609. ADJUSTED CRITERIA SCORE X WEIGHT = SCORE 1. To what degree does the project leverage contributions for acquisition from groups, agencies or individuals? X 5 = (Points awarded based on the following level of contribution) a. Leverages significantly = 3 points b. Leverages moderately = 2 points c. Meets requirement = 1 point 2. To what degree does the project sponsor commit to provide long -term stewardship for the proposed project? X 10 = a. Stewardship plan with guaranteed long -term stewardship = 5 points b. Stewardship plan with guaranteed short -term stewardship = 3 points c. Stewardship plan, no guarantee = 1 point 3. To what degree has the project sponsor demonstrated effective long -term stewardship of a similar project? X 1 = a. Highly demonstrated = 5 points b. Moderately demonstrated = 3 points c. Slightly demonstrated = 1 point d. Effectiveness not demonstrated = 0 points 4. To what degree is the acquisition feasible? X 8 = a. Highly feasible = 5 points b. Moderately feasible = 3 points c. Slightly feasible = 1 point 5. To what degree is the project part of an adopted open space, conservation, or resource preservation program or plan, or identified in a community conservation effort? 11 2015 Conservation Futures Application and Score Sheet X 7 = Sliding scale: 1 -5 points 6. To what degree does the project conserve opportunities which are otherwise lost or threatened? X Sliding scale: 1 -5 points 7. To what degree does the project preserve habitat for flora and fauna? (Points awarded in part based on level of documentation.) a. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive species = 0 -3 points X 4 = b. Variety of native flora & fauna = 0-3 points X 4 = c. Provides wildlife corridor or migration route = 0 -3 points X 4 = 8. To what degree does the project preserve farmland for agricultural use? a. Likely will maintain active agricultural use = 0 -3 points X 4 = b. Participates in other conservation programs = 0 -3 points X 4 = c. Preserves rural cultural heritage = 0-3 points X 4 = 9. To what degree does the project serve a significant benefit area? X 4 = Sliding scale: 1 -5 points 10. To what degree will the acquisition provide educational opportunities, interpretive opportunities, and/or serve as a general community resource? X 4 = a. Public access, with planned or educational /interpretive displays and materials, events or activities = 5 points b. Limited public access, available space for signage and educational materials = 3 points c. Remote location = 1 point d. No opportunity = 0 points 11. To what degree does the project preserve historic or culturally significant resources 4? X 3 = a. Project is registered with the National Register of Historic Places, or an equivalent program = 3 points b. Project is recognized locally as having historic or cultural resources = 2 points c. Project is adjacent to and provides a buffer for a historic or cultural site = 1 point d. None of the above = 0 points 12. To what degree does the project preserve forestland for silvicultural use? Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 12 2015 Conservation Futures Application and Score Sheet a. Likely will maintain active forestland for silvicultural use = 0-3 points X 4= _ b. Land is enrolled in public and/or private programs which certify long -term sustainable silviculture: Certified = 3 point Uncertified = 0 points X 1= c. Participates in other conservation or restoration programs = 0-3 points X 4= 13 Big Quil property location Poison Property Big Quilcene River CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2015 Quilcene River steep slope R Big Quil north shore 7f e4f--, '44 LBQRRP Project Area JI-TConservation Easement Other Conservation Land 101 041i lc ell Q Ir a 05 1 2 Lower Big Quilcene River F -------- q For informational purposes only. All Riparian Protection Project data represented are from varying Mr:/S// sources and approximate. Site Location Map Map created in February, 2015 N _7 Appendlx H: Landowner Acknowledgement Form Appendix H: Landowner Acknowledgement Form Landowner Information Name of Landowner: La owner Contact Information: Mr. ❑ Ms. Title: First Name: 4-1641 Last Name: 12(,g Contact Mailing Address: U fFll ?�5� /M'�Y�� ao sftn(jua�fr�ig 5253 At�sfvnl,q Contact E -Mail Address: ala q)I- O'hdota`!'�'� Property Address or Location: !—& -7, C&I ba4tkS Q+n iC4,0di 1. (Landowner or Organization) is the legal owner of property described in this grant application. 2. I am aware that the project is being proposed on my property. 3. If the grant is successfully awarded, I will be contacted and asked to engage in negotiations. 4. My signature does not represent authorization of project implementation. 5. If I am affiliated with the project sponsor, I will recuse myself from decisions made by ofect sponsor to work on or purchase my property. ? 3 3o zp l Landowner Signature pate Project Sponsor Information Project Name: Lower Big Quileene River Riparian Protection Project Applicant Contact Information: ❑ Mr. ® Ms. Title First Name: Sarah Last Name: Spaeth Mailing Address: E -Mail Address: 1033 Lawrence St. ed @saveland.org Port Townsend, We. 98368 Page 109 Manual 3, Acquisition Projects a March L 2014 2015 Conservation Futures Application and Score Sheet sov 2015 Jefferson County Conservation Futures Program 4�t1 Property Acquisition and /or �gSse Operations and Maintenance Project Application Please complete the following application in its entirety. Be sure to answer "N /A" for questions that don't apply to the project. Incomplete applications will not be accepted for consideration. Unless directed otherwise, use as much space as needed to answer each question. Contact program staff at 379 -4498 or tpokorny@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Midori Farm 2a. Conservation Futures Acquisition Request: $92,806 b. Conservation Futures O &M Request: $1,820 3. Total Conservation Futures Request: $94,626 4. Please indicate the type of interest contemplated in the acquisition process. Warranty Deed X Easement _ Other (Please describe below.) In whose name will the property title be held after acquisition? Marko Colby and Hanako Myers, with a conservation easement held by Jefferson Land Trust 5. Applicant Information Name of Applicant or Organization: Midori Farm, Marko Colby and Hanako Myers Address: 10 Old State Highway, Quilcene, WA 98376 Phone: Marko (360) 531 -4579, Hanako — (360) 531 -1312 Email: marko.colby @gmail.com 6. Sponsor Information: (if different than applicant) Organization Name: Jefferson Land Trust Contact: Sarah Spaeth Title: Executive Director Address: 1033 Lawrence Street, Port Townsend, WA 98368 Phone: (360) 379 -9501, ext. 101 Email: sspaeth @saveland.org Fax: (360) 379 -9897, ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on February 17, 2015. 2015 Conservation futures Application and Score Shee: 7. Site Location Street Address or Description of Location: 10 Old State Highway, Quilcene, WA 98376 Driving Directions from Port Townsend: Head South on Highway 101 from the head of Discovery Bay. As you near the town of Quilcene, after you pass Wildwood Rd, look for Old State Highway on your right. Take this turn and immediately turn right again into Midori Farm driveway. Section: 14 Township: 27 North Range: 2 West Assessor's Parcel Number(s): 932 700 005, 932 700 010, 932 700 087, 932 700 082 Please differentiate current and proposed ownership of each APN and indicate if the parcel is to be acquired with CF funds or used as match. 8. EXISTING CONDITIONS New Site: Yes No Addition to Existing Site: Yes No X Total Project Acreage (if different) Number of Parcels: 4 Acres to Be Acquired: 29 Current Zoning: RR 1:5, RR 1:20 Existing Structures/Facilities: Midori Farm has a new barn used for equipment storage and food processing, 5 greenhouses, harvesting equipment and irrigation systems. They plan to build a commercial kitchen and farmhouse at some point. Any current covenants, easements or restrictions on land use: None that we are aware of. Current use: Agriculture Waterfront (name of body of water): Shoreline (linearfeet): -450 feet of Little Quilcene Irrigation Ditch Owner Tidelands /Shorelands: 9. Current Property Owner X is _is not a willing seller. WEMMUEZ 4 2 2015 Conservation Futures Application and Score Sheet 10. In 1000 words or less, provide a summary description of the project, the match, overarching goal, and three top objectives. Include information about the physical characteristics of the site that is proposed for acquisition with Conservation Futures Program funds including: vegetation, topography, surrounding land use, and relationship to parks, trails, and open space. Describe the use planned for the site, any development plans after acquisition (including passive development), characteristics of the site which demonstrate that it is well- suited to the proposed use, and plans for any structures currently on the site. If applicable, describe how the site relates to the larger project, and whether the project has a schedule and funding dedicated to its completion. Please also list any important milestones for the project or critical dates, e.g. grant deadlines. List the dates and explain their importance. Please attach a spreadsheet of the budget. Jefferson Land Trust seeks funding for purchase of a conservation easement on Midori Farm, located approximately 1 mile north of downtown Quilcene, off of Scenic Highway 101. Midori Farm is approximately 29 acres, consisting of level pastureland of prime soils with some mixed mature forest pockets and upland forest of native trees and shrubs, and forested wetlands on the western side of the property that fringe on the foothills of the Olympic Mountains. Surrounding land use includes additional agricultural operations, residential uses and nearby commercial timberland. The Little Quilcene Irrigation ditch runs through the property from north to south, and enters Little Quil River, which has been the focus of restoration and preservation efforts on the part of several organizations including Jefferson Land Trust. Farmers Marko Colby and Hanako Myers have water rights to the irrigation ditch, which has a long- standing right to the Little Quilcene River. They have created a pond which provides water for agricultural uses as well as habitat for wildlife and farmers on hot summer days! Most of this area is zoned Rural Residential 1:5, and there are a number of grandfathered smaller parcels whose platting precedes zoning. Easement funding will protect the important agricultural soils and habitat values by reducing the development potential from 3 — 4 home - sites to one on Midori Farm. It will also provide critical funding for the Midori farmers, who borrowed money from local investors to get them on the land. Midori Farm is directly north and adjacent to Serendipity Farm and adjacent to Little Quilcene Farm to the north. Together this "Quilcene Farm Center" comprises approximately 100 acres of prime agricultural land and the largest hub of commercial agricultural activity in the area. Serendipity and Little Quilcene farmers are also interested in permanently preserving their farms through the sale of conservation easements. Jefferson Land Trust applied to the State Farmland Preservation Program in 2014 for grant funding to preserve all three farms. It is uncertain whether the state funding will be awarded in 2015, but the Land Trust will continue to seek matching grant sources for the easements, and this year we are focusing our efforts on Midori Farm as a start. Jefferson Land Trust seeks grant support for Midori Farm in the amount of $94,626 from the Conservation Futures Fund Program. This amount is 50% of the estimated project cost for the easement value, land acquisition related costs and O &M. Depending on the appraised value 2015 Conservation Fudures Application and Score Sheet of the conservation easement, Midori Farm landowners may sell the easement at a bargain sale in order to provide match for this application. Alternately, Jefferson Land Trust may apply to the State Farmland Preservation Program again if this year's application is not funded, or seek matching funds from other sources. The overarching goal of this project is to preserve the Midori Farm agricultural and habitat values for future generations. Purchase of the conservation easement will reduce the development potential to one homesite and provide the farmers much needed income to repay investors and continue to build the viability of the farm. The three top objectives for this project are: 1) Acquire high priority conservation easement from the willing seller 2) Utilize bargain sale or additional grant funding as match 3) Preserve the Midori Farm as the first phase of the Quilcene Farm Center protection effort. Milestones: 1. Funding from Conservation Futures Fund in 2015 2. Appraisal to determine CE value 3. Additional grant applications or bargain sale of easement, depending on CE value. 11. Estimate costs below, including the estimated or appraised value of the propert(ies) or property right(s) to be acquired, even if Conservation Futures funds will only cover a portion of the total project cost. In the case of projects involving multiple acquisitions, please break out appraisals and estimated acquisition costs by parcel. a. Estimated or Appraised Value of Propert(ies) to be Acquired: $150,000 b. Total Estimated Acquisition - related Cost (see Conservation Futures Manual for eligible costs): $35,612 c. Total Operation and Maintenance Cost: $3,640 d. Total Project Cost: $189,252 Basis for Estimates (include information about how the property value(s) was determined, anticipated acquisition - related costs, general description of operation and maintenance work to be performed, task list with itemized budget, and anticipated schedule for completion of work): The basis for cost estimate is based on the value of nearby conservation easement purchases made within the last several years. This was the project cost total submitted to the State Farmland Preservation program. A full appraisal to grant agency requirements will be conducted before acquisition is finalized. Anticipated acquisition related costs include; appraisal and possible review, survey, baseline documentation, title insurance and closing costs, excise tax and recording fees, legal costs, project management and administration. O &M activities include noxious weed removal and ongoing annual monitoring of the conservation easement provisions. Acquisition related costs Timeline Est. Cost Conservation easement Summer 2016 $150,000 Appraisal and Appraisal Review Fall 2015 $8,500 Survey Winter 2015 $2,000 Baseline and Stewardship Plan Spring 2016 $12,000 Title insurance and closing costs, excise tax, etc. Summer 2016 $4,000 Signs Summer 2016 100 Project Management, Admin and legal fees Summer 2016 $9,012 &M — noxious weed control & annual monitoring Pngoing $3,640 Scored Questions ?et la. Sponsor or other organizations X will _will not contribute to acquisition of proposed site and/or operation and maintenance activities. b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. c. Matching Fund Estimate Conservation Futures Funds Requested Matching Funds/Resources* Total Project Acquisition Cost Acquisition O &M % $92,806 $1,820 50% $92,806 $1,820 50 % $185.612 $3640 100% * If a prior acquisition is being proposed as match, please describe and provide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? Landowner bargain Sale $75.000 Yes No Yes No Fall2015 JLT cash contributions $19,626 _ Yes No Yes No Fa112015 Yes No Yes No Yes No Yes No 5 2015 Conservation Futures Application and Score Sheet NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation of property or a property right will be considered as a matching resource. Donation of resources for on -going maintenance or stewardship ("in- kind" contributions) are not eligible as a match. 2 a. Sponsoring agency _X is _is not prepared to provide long -term stewardship (maintenance, up -keep, etc.) for the proposed project site. b. Describe any existing programs or future plans for stewardship of the property, including the nature and extent of the commitment of resources to carry out the stewardship plan. JLT will conduct stewardship, monitoring and maintenance including at least annual monitoring of the property by professional staff and trained volunteers, extensive data collection and management, help with stewardship, enhancement and restoration goals and legal defense of the conservation easements should it become necessary. JLT has a legal defense fund of nearly $550,000, and continues to build this fund with each new easement acquisition, recognizing the legal obligation and responsibility of protecting conservation values in perpetuity. In addition, JLT carries legal defense insurance for conservation easements through a program called Terrafirma, developed through the national Land Trust Alliance (the national umbrella organization for land trusts). This program covers up to $500,000 in legal enforcement costs per conservation easement that JLT holds and stewards. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. JLT, formed in 1989 and accredited in 2009, will hold the conservation easement on Midori Farm, and has been holding and stewarding conservation easements since 1991. JLT currently holds and monitors 54 conservation easements in Jefferson County, in addition to conducting monitoring and stewardship activities on the 269 acres it owns. The Hoh River Trust and Washington State Parks contract with JLT to monitor and steward nearly 7400 acres of land under their control. In addition JLT stewards land owned by Jefferson County, the City of Port Townsend and Department of Natural Resources. JLT stewardship and monitoring protocols were developed with the guidance of the Land Trust Alliance and adherence to those protocols is one of the requirements for our national accreditation. b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for Conservation Mures funding? No, neither the sponsor nor applicant has been involved in a project previously approved for Conservation Futures funds. X Yes, the sponsor and/or applicant for this project has been involved in a project previously approved for Conservation Futures funds. Please provide details: JLT has sponsored numerous applications that have received Conservation Futures funds. These projects include: Sunfield Farm, 2003; Quimper Wildlife Corridor, 2004; East Tarboo Creek Conservation Project, 2005; Tamanowas Rock Phase 1, 2006; the Winona Buffer Project, 2006; Glendale Farm, 2007; Finnriver Farm, 2008; Quimper Wildlife Corridor, 2009; M 2015 Conservation Futures Application and Score Sheei Brown Dairy, 2009; Salmon Creek Ruck 2010, Quimper Wildlife Corridor 2010; Tamanowas Rock 2010; Chimacum Creek Carleson 2011; Winona Basin - Bloedel 2011; L. Brown 2012, Boulton Farm 2012; Quimper Wildlife Corridor, Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. b. Necessary commitments and agreements _are Xare not in place. c. All parties _are X are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. Jefferson Land Trust will be engaging an appraiser to determine the value of the conservation easement prior to making an offer to the Midori farmers. 5. The proposed acquisition _is specifically identified in an adopted open space, conservation, or resource preservation program or plan, or community conservation effort. Please describe below, including the site's importance to the plan. Please reference the website of the plan if available or include the plan with this application. Xcomplements an adopted open space or conservation plan, but is not specifically identified. Please describe below, and describe how the proposed acquisition is consistent with the plan. The Little Quilcene River valley where Midori Farm is located has been identified as having local and regional agricultural and habitat significance in the Jefferson Land Trust Conservation Plan. The plan is located on the JILT website, www.saveland.org. The Puget Sound Action Agenda states that protection of intact ecosystem processes, structures and functions, including the protection and conservation of freshwater resources to increase and sustain water availability for instream flow and human uses as important. It also supports specifically long term protection and stewardship of working farms, particularly in East Jefferson County in the Hood Canal Action Area (A3). http://www.psp.wa.gov/downloads/AA2011/12091 I /AA- draft - 120911- a8.pdf http://www.psp.wa.gov/downloads/AA2011/12091 1 /AA- draft - 120911- a1- a4.pdf _is a stand -alone project. 6. Conservation Opportunity or Threat: a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. The Quilcene area is undergoing a resurgence and is becoming even more desirable for second homes and residences, and a neighboring property is slated for subdivision and residential development. The three farms in the Quilcene Farm Center are current priorities for protection on the part of the Land Trust and partner agencies and organizations. The Land Trust has recognized the conservation values of this farmland area for years and tried to work 2015 Conservation Futures Application and Score Sheet with the previous owners of the Midori and Little Quilcene Farm properties. We are fortunate now to have willing landowners, and have been negotiating with all three current landowners for over 2 years to secure the protection of these contiguous operating farms. The prime soils, size, sub - irrigation, warmer summer micro - climate, presence of infrastructure, the scenic qualities, AND riparian habitat values contribute to its conservation values. Midori Farm landowners borrowed funds from private local lenders, and are very eager to reduce their payments and have funding to build a home and re- invest in the farm infrastructure. They are willing to sell the conservation easement at a bargain sale rate in order to provide the match necessary for the Conservation Futures Fund Program. 7. The proposed acquisition: X —provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. X provides habitat for a variety of native flora or fauna species. _ contributes to an existing or future wildlife corridor or migration route. If affirmative in any of the above, please describe and list the Priority Habitat(s) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use. i Salmon species utilize the Quilcene Farm Center, including coho and cutthroat trout. WDFW Priority Habitat and Species information identifies Midori Farm as a potential habitat for spotted owl and priority Palustrine Habitat. ( http : / /wdfw.wa.ciov /conservation/r)hs /maps data/) Other species seen include many native birds, and small mammals, as well as coyotes, deer, cougar, bobcats, and bear. 8 a. Describe the extent and nature of current and planned agricultural use of the proposed acquisition, including any anticipated changes to that use once the property, or property right, is acquired with Conservation Futures funds. Midori Farmers have been in business since 2008, and moved their farming operation to the Quilcene property from a five -acre parcel in Port Townsend several years ago. The soils and microclimate on the 29 -acre Quilcene property are very well suited to agricultural production. They use the farm property for the three components of their business which include a plant starts nursery; organic vegetable production for sale and for their value added sauerkraut and kimchee products. They sell their kimchi and kraut at local farmers markets, regional specialty food stores, food coops and restaurants, and have a thriving local and regional demand for their organic vegetables and plant starts. Intensive multi species animal grazing (cow, sheep and chickens) helps insure farm fertility and sustainable production. They plan to modestly increase vegetable production to meet the growing demand for value -added products and fresh market vegetables with a focus on growing heat - loving vegetables suited to the warmer micro - climate of the Quilcene valley. They are also exploring crops that can be cultivated in the forested areas of the farm. I See, for example, http:// www.dnr.wa.gov /researchscience/ topics /naturalheritage /nases/amp nh aspxx htti)://www.wdfw.wa.gov/conservation/phs/list/ http: / /wwwl.dnr.wa, og v /nhp /refdesk/i)lants.html http: / /wwwl.dnr.wa, o? v /nhp /refdesk/pubs /wa ecological systems.pddf 2015 Conservation Futures Application and Score Sheet Midori farmers have built a barn in the area proposed for the reserved farm -site, and currently have 5 hoop houses for vegetable production. The barn serves as a storage space for equipment and animal feed, as well as a place to process seed, and eventually it will house an on -site food processing kitchen when funding becomes available, thus allowing an increase in production and sales of value -added farm products (sauerkraut and kimchi). They hope to build a permanent home at some point, and easement funding would help that reach that goal, as well as permanently preserve the agricultural values of the land. b. Describe any participation by the current property owner in any other agricultural land conservation programs, including the program and nature of the involvement. None at this time. 9. Describe how the proposed acquisition benefits primarily a _local area X broad county area including the area served, the nature of the benefit, the jurisdictions involved, and the populations served. The farms that make up the Quilcene Farm Center are all recognized farms in the agricultural community of Jefferson County and contribute significantly to the agricultural economy through their thriving businesses and employment of approximately 14 farmers, interns and seasonal workers. Local residents and those in the broader Seattle region benefit from having access to the fresh organic products from Midori Farm and the surrounding farms. The naturally irrigated prime soils, scenic qualities and easy access have made this area appealing to the newer generation of farmers trying to make their way in Jefferson County. Because of its conservation values and the history of the current farmers, the Quilcene Farm Center preservation effort is also one of the top priorities of the LandWorks Collaborative (LWC). The LWC is a unique partnership with the focus of keeping working lands working in our county - on not only protecting the important farmland and forest land and keeping it affordable for successive generations, but supporting the producers so that they are successful through business planning, reinvestment in farm infrastructure and through strengthening consumer demand and markets for locally grown food. Jefferson Land Trust received letters of support for our State Farmland Preservation Program application for Quilcene Farm Center from Jefferson County, WSU, JCCD, and The Food Coop. The Quilcene Irrigation Ditch runs through the east side of the Midori and Little Quil Farms and feeds into the Little Quilcene River. Streams and wetlands on Serendipity Farm feed into the Big Quilcene River. These well managed organic farms are doing their part to ensure excellent water quality downstream in the largest oyster producing region in the state. The drainage infrastructure within this ancient alluvial floodplain area helps control flooding. The nearby Quilcene Rivers and head of Quilcene Bay have undergone extensive protection and restoration efforts by Federal, State, Jefferson County and local entities, including land protection by Jefferson County and the Land Trust. 2015 Conservation Finures Application and Score Sheet 10. Describe the educational or interpretive opportunities that exist for providing public access, educational or interpretive displays (signage, kiosks, etc.) on the proposed site, including any plans to provide those improvements and any plans for public accessibility. Midori Farm is dedicated to providing and expanding education opportunities and demonstrations on the farm in concert with other partners in the agricultural community. They currently provide education to farm interns through the WSU FIELD Program. Midori Farm has regularly participated in the Jefferson County annual Farm Tour. If the easement is secured, the farm will also likely be one of many properties included in property tours coordinated by Jefferson Land Trust. Its location on a major Olympic Peninsula Scenic Byway and tourist route provides opportunities for both retail sales at a farm stand, and demonstration of sustainable farming practices to both tourists and residents. 11. The proposed acquisition _ includes historic or culturally significant resources and is registered with the National Register of Historic Places, or an equivalent program. _ is recognized locally has having historic or cultural resources. _ is adjacent to and provides a buffer for a historic or cultural site. NA If affirmative in any of the above, please describe below, and cite or provide documentation of the historical or cultural resources. 12a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please cite or provide documentation of existing or planned silvicultural activities including forest management plan(s) or forest ecosystem restoration. Midori Farm landowners have no current plans for silvicultural uses, but may selectively harvest from their forestland at some point in the future. b. Describe any participation by current property owner in silviculture conservation programs, including the program and nature of the involvement. None Verification 13. Sponsors of applications that are approved for funding by the Board of County Commissioners are required to submit a brief progress report by October 30 every year for three years after the award is approved, or three years after the acquisition funds are disbursed to the applicant, whichever is later. The progress report must address any changes in the project focus or purpose, progress in obtaining matching funding, and stewardship and 2 The words "education' and "interpretation" are interpreted broadly by the CF Committee. s Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 10 2015 Conservation Futures Application and Scare Sheet maintenance. Sponsors receiving O &M funds will also submit an annual report for each year that O &M funds are expended. The Committee will use the information to develop a project "report card" that will be submitted annually to the Board of County Commissioners. If this application is approved for funding, I understand the sponsor is required to submit progress reports for three years and for any year in which O &M funds are expended. Initials _Date February 26, 2015 14. If, three years after the date funding is approved by the Board of County Commissioners, the applicants have not obtained the required matching funds, the Committee may request the Board of County Commissioners to nullify their approval of funds, and may require the project to re- apply. If this application is approved for funding, I understand that we may be required to re- submit the application if the project sponsor dCCoes not obtain the necessary matching funding within O three years. Initials - Date February 26, 2015 11 2015 Conservation Futures Application and Score Sheet C44�4gON ` 2015 Jefferson County Conservation Futures Program qs >o� Score Sheet Please note: if none of the answers provided describe the project, answer "NIA" or "011. ADJUSTED CRITERIA SCORE X WEIGHT = SCORE To what degree does the project leverage contributions for acquisition from groups, agencies or individuals? X 5 = (Points awarded based on the following level of contribution) a. Leverages significantly = 3 points b. Leverages moderately = 2 points c. Meets requirement = 1 point 2. To what degree does the project sponsor commit to provide long -term stewardship for the proposed project? X 10 = a. Stewardship plan with guaranteed long -term stewardship = 5 points b. Stewardship plan with guaranteed short -term stewardship = 3 points c. Stewardship plan, no guarantee = I point 3. To what degree has the project sponsor demonstrated effective long -term stewardship of a similar project? X 1 = a. Highly demonstrated = 5 points b. Moderately demonstrated = 3 points c. Slightly demonstrated = 1 point d. Effectiveness not demonstrated = 0 points 4. To what degree is the acquisition feasible? X 8 = a. Highly feasible = 5 points b. Moderately feasible = 3 points c. Slightly feasible = I point 5. To what degree is the project part of an adopted open space, conservation, or resource preservation program or plan, or identified in a community conservation effort? X 7 = Sliding scale: 1 -5 points 6. To what degree does the project conserve opportunities which are otherwise lost or threatened? X 6 = 12 2015 Conservation Futures Application and Score Sheet Sliding scale: 1 -5 points 7. To what degree does the project preserve habitat for flora and fauna? (Points awarded in part based on level of documentation.) a. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive species = 0-3 points X 4 = b. Variety of native flora & fauna = 0-3 points X 4 = c. Provides wildlife corridor or migration route = 0-3 points X 4 = 8. To what degree does the project preserve farmland for agricultural use? a. Likely will maintain active agricultural use = 0-3 points X 4 = b. Participates in other conservation programs = 0 -3 points X 4 = c. Preserves rural cultural heritage = 0 -3 points X 4 = 9. To what degree does the project serve a significant benefit area? X 4 = Sliding scale: 1 -5 points 10. To what degree will the acquisition provide educational opportunities, interpretive opportunities, and/or serve as a general community resource? X 4 = a. Public access, with planned or educational/interpretive displays and materials, events or activities = 5 points b. Limited public access, available space for signage and educational materials = 3 points c. Remote location = 1 point d. No opportunity = 0 points 11. To what degree does the project preserve historic or culturally significant resources 49 X 3 = a. Project is registered with the National Register of Historic Places, or an equivalent program = 3 points b. Project is recognized locally as having historic or cultural resources = 2 points c. Project is adjacent to and provides a buffer for a historic or cultural site = 1 point d. None of the above = 0 points 12. To what degree does the project preserve forestland for silvicultural use? a. likely will maintain active forestland for silvicultural use = 0-3 points X 4= . b. Land is enrolled in public and/or private programs which certify long -term sustainable silviculture: Certified = 3 point 4 Cultural resources means archeological and historic sites and artifacts, and traditional religious ceremonial and social uses and activities of affected Indian Tribes and mandatory protections of resources under chapters 27.44 and 27.53 RCW. 13 2015 Conservation Futures Application and Score Sheet Uncertified = 0 points X I= c. Participates in other conservation or restoration programs = 0 -3 points X 4= 14 MIDORI FARM PROJECT CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2015 Looking southeast from irrigation pond toward Midori Barn Looking south across the potato fields Vegetable starts in hoop house Prime agricultural soils - Midori Farm , Protected Farmland :•; , Jefferson Land Trust Nature Preserve 104 Other Conservation Easement K Other Conservation Land Prime farmland soils r : <A ..... �." Park n ^" Leland .., v � eY n 1, + i ae A Nip J;*r. ; Qullcene Qui`iL�Ye t Sports Park Qwlcene Esst at^'d A� Gemp9itunq I Duchene W Bay Park rk S' 4 .. .aet lndlan et Y Creep, , .. i Ole Qailcene Midori Farm ° °s Miles Site Location Ma Map For For informational purposes only. All represented are from varying j sources and approximate. Map created in Feb, 2015 N Appendix N: Landowner Acknowledgement Form Appendix H: Landowner Acknowledgement Form Landowner Information Name of Landowner 'A0A?JC8N 4 }'i-RZ(Vl'�:0v1R1'f Landowner Contact Information: lJ 0—fAr. ❑ Ms. Title: First Name: M&rkv �� Last Name: C.Dlb� f� Contact Mailing Address: Ip okd STAID `iwY �Qt�;�cPnP L j1t 983 TG G Contact E -Mail Address: .ca"n , Property Address or Location: to old S{olie ) "J Qw It po'A9v3 tG 1. (Landowner or Organization) is the legal owner of property described in this grant application. 2. I am aware that the project is being proposed on my property. 3. If the grant is successfully awarded, I will be contacted and asked to engage in negotiations. 4. My signature does not represent authorization of project implementation. 5. If I am affiliated with the project sponsor, I will recuse myself from decisions made by the project sponsor to work on or purchase my property. 3 r La er Sign tur Date Project Sponsor Information Project Name: Pk- 4ka'"Q- ^` CA t � Project Applicant Contact I i ormation: 4vr_4- i1'scm Lc J T ass i- ❑r Mr. Ms. Title c� First Name: GW'b4_ Last Name: c� ca-1'11 Mailing Address: E -Mail Address: SS 1 WJ , L) f- 10-6-5 I M rs-' a- A 18 �& o o 7 rTri� rO:ssW✓t�iLn..G�l w P ae 1 �I Manual 3, Acquisition Projects. March 1, 2014 i �n nrrw Nl� 1'IiUS7� Jefferson Land Trust RESOLUTION February 17, 2015 WHEREAS, Jefferson Land Trust is an applicant or sponsor for more than one Conservation Futures Funding application, and Conservation Futures Funding Application process requires that Jefferson Land Trust prioritize its projects, and WHEREAS, Jefferson Land Trust has been working since 2006 in partnership with Jefferson LandWorks Collaborative whose mission is to keep the farms and forests of Jefferson County, Washington, working, productive and profitable, and WHEREAS, the Bishop Dairy is indicated as priority agricultural and habitat land in several local and regional plans, and the landowner is eager to complete the project, and WHEREAS, 263 acres of prime agricultural land on the Bishop Dairy, will be protected for prime agricultural soils, riparian habitat of Chimacum and Ludlow Creeks and some associated forestland on the agriculturally zoned acreage by an agricultural conservation easement, and WHEREAS, this important community asset will require stewardship in perpetuity, to include annual monitoring, maintenance, and management, AND WHEREAS, Jefferson Land Trust has been working since 1995 in partnership with Jefferson County, the City of Port Townsend, Washington Department of Natural Resources, the community and the U.S. Fish and Wildlife Service to acquire land lot by lot to preserve a 3.5- mile greenbelt and natural storm -water drainage -way called the Quimper Wildlife Corridor, and WHEREAS, professional naturalists and scientists have recommended that this corridor be expanded to provide further benefit for wildlife species, especially migrating birds, and to provide additional wetland buffers, and WHEREAS, acquisition of high - priority identified lots in the Quimper Wildlife Corridor area from willing sellers would provide such wildlife and wetland protection, and WHEREAS, this important community asset will require stewardship in perpetuity, to include annual monitoring, maintenance, and management, as spelled out in the City - adopted Quimper Wildlife Corridor Management Plan, Resolution, AND WHEREAS, Jefferson Land Trust has been working in partnership with Jefferson County, Jefferson County Conservation District, the Hood Canal Coordinating Council, the Hood Canal Salmon Enhancement Group, the Skokomish Tribe and private landowners to acquire and restore critical salmon spawning, rearing and migratory habitat in the Quilcene Bay estuary, and on the Big Quilcene River, and Jefferson Land Trust Page 1 of 2 WHEREAS, these professional naturalists and scientists have recommended that the Big Quilcene River habitat protection be expanded to provide further benefits for migrating salmonids and other species, and WHEREAS, acquisition of high - priority identified parcels on the Big Quilcene River from willing sellers would provide such habitat protection, the Poison property has been identified as such, AND WHEREAS, Jefferson Land Trust has been working since 2006 in partnership with Jefferson LandWorks Collaborative whose mission is to keep the farms and forests of Jefferson County, Washington, working, productive and profitable, and WHEREAS, the Midori Farm is indicated as priority agricultural and habitat land in several local and regional plans, and the landowner is eager to complete the project, and WHEREAS, 29 acres of prime agricultural land on the Midori Farm, will be protected for prime agricultural soils, wetland habitat of the Little and Big Quil watersheds and some associated forestland on the agriculturally zoned acreage by an agricultural conservation easement, and WHEREAS, this important community asset will require stewardship in perpetuity, to include annual monitoring, maintenance, and management, AND BE IT HEREBY RESOLVED that Jefferson Land Trust agreed at its February 17, 2015 Board of Directors meeting to sponsor several applications to the Jefferson County Conservation Futures Program. The Board agreed that Bishop Dairy application for purchase of a conservation easement is the highest project priority for 2015 Conservation Futures Funding due to the agricultural and economic values, the landowner willingness and the high project ranking for funding through the State Farmland Preservation Program. The second highest priority is funding for acquisition of parcels in the Quimper Wildlife Corridor. The properties for sale in the corridor are high priority for protection due to the habitat, floodplain and recreational qualities. The third highest priority is funding for the acquisition of the Poison property on the Big Quilcene River due to the fact that the property is for sale, matching grant funding has already been secured through the State Salmon Recovery Funding Board and it represents an opportunity to preserve critical salmon and wildlife habitat in the lower reaches of the Big Quilcene River watershed. The fourth highest priority project is the acquisition of a conservation easement on Midori Farm due to the agricultural and economic values of the farm and landscape, and the potential for future agricultural preservation on adjacent lands. Signed this 17th day of Febryery, 2015. Board of Directors Jefferson Land Jefferson Land Trust Page 2 of 2 Jefferson Land Trust Summary 2015 Budget for JILT (Removed Conservation Easement Valuations from Report) (a) (b) m 2014 Actuals YTD 2014 Operating Budget 2015 Operating Budget Income Unrestricted Capital Funds for Programs and Values of Conservation Easements $ 184,069 $ 87,500 $ 48,500 Restricted Capital Funds, Grant Funds from Gov'I and Private Sources $ 443,222 $ 155,970 $ 826,157 Endowment Funds $ 8,536 $ 3,700 $ 17,260 Operations Income Annual Contributions $ 184,657 $ 128,400 $ 133,200 Multi -Year Contributions (Pledges) $ 297,065 $ 95,000 $ 120,000 Special Events (Rainfest and other ticketed events)_ Fee for Services $ 109,052 $ 114,500 $ 141,000 $ 23,548 $ 117,550 $ 194,592 Investment Income $ 5,964 $ 6,050 $ 6,600 Other $ 19,029 $ 25,200 $ 13,840 Total Operations Income $ 639,315 $ 486,700 $ 609,232 Total Income $ 1,275,142 $ 733,870 $ 1,501,149 Expenses li Cost of Goods Sold 220,613 $ 225,986 $ 428,281 Administrative Expenses $ 120,142 $ 108,510 $ 133,977 Payroll Expense $ 429,763 $ 377,068 $ 478,842 Total Expense $ 770,518 $ 711,564 $ 1,041,100 Net Income $ 504,624 $ 22,306 $ 460,049 STEVE MOORE President Steve comes to the Board with extensive experience as a business owner and manager, as a consultant who succeeded in solving problems and getting things done, and as a skilled systems thinker who is capable of finding and expressing key points and issues to help move processes forward. Active in support of several land conservation organizations in Colorado, where he lived for 25 years, Steve sought out the Jefferson Land Trust soon after arriving in Port Townsend, and he has been active in support of the Land Trust ever since —as a donor and as a member of the Conservation Projects Committee, and now as a board member. While Steve is supportive of all facets of the mission of the Jefferson Land Trust, his particular passion is for the work the Land Trust has undertaken in support of the conservation of working lands for sustainable agriculture. A life -long "scratch" cook and a trained chef, Steve is very concerned about the quality of and preservation of our foodshed, and he feels that the Jefferson Land Trust is doing important and innovative work in that direction. JOANNE TYLER Vice President Joanne began her career as a librarian who worked in a variety of professional settings, including a university, a government- funded education consortium, and a database firm in the private sector. She also worked as Senior Research Associate in a private firm engaged in educational research. During the 1980's, she spent several years in residential real estate. Since her retirement, she has devoted her time to co- initiating a web -based project to match patients with clinical trials (based at the University of California at San Francisco). More recently, she has involved herself in a variety of community organizations. She is a member of the Board of the Port Townsend Public Library Foundation, and a citizen representative on the Solid Waste Advisory Committee for Jefferson County. Joanne and her husband, Len, live in Port Townsend. MICHAEL MACHETTE Treasurer Michael is a Professional Geologist who spent most of his career at the U.S. Geological Survey based in Denver, Colorado. He has a MSc. in geology from the University of Colorado. He has published about 150 scientific papers, mostly recently the area of paleoseismology, which is the study of ancient earthquake. In Denver, he was the President and Treasurer of the Colorado Scientific Society, a non -profit group dedicated to Earth Science education. He joined the Jefferson Land Trust in 2004, after buying property in Port Townsend. Upon retiring in 2008, he and his wife Nancy moved in Port Townsend where they hand built their retirement home. In 2010 Michael reorganized a local geology group and formed a partnership with the Jefferson Land Trust. The JLTGG, as it's known, organizes periodic talks and held trip on aspects of local and regional geology. In his spare time, he is a sailor, boat builder, woodworker, cook and bottle washer, consulting geologist, and active member of his homeowner's association at Kala Point. BETHANY AXTMAN Secretary as of 1/1/2015, Board member in 2014 Bethany is a pension actuary, consulting to governmental, not - for - profit, and corporate clients. She is a Fellow of the Society of Actuaries and an Enrolled Actuary. Bethany is also an avid hiker and has hiked the Pacific Crest and Continental Divide Trails. Bethany and her husband, Dean, live in Port Hadlock. KATHRYN LAMKA Secretary until 12/31/2014, Currently board member in 2015 Kathryn was a public school German teacher from 1967 -77. In 1977 she left teaching and was hired by IBM as a Systems Engineer where she worked until 1993. In 1993 she left IBM to join a small consulting company, Meetingworks, which develops software used for collaboration and decision making. In facilitated sessions, they help clients with strategic planning, problem solving, brainstorming, and many other group processes. Her clients have included many in the public sector (e.g., City of Kirkland, City of Puyallup, National Defense University, and National Park Service) as well as many private companies (e.g., CareOregon, Disney, Microsoft, Mercer Consulting, etc.). We are thrilled to have Kathryn's enthusiasm and facilitation expertise on our Board of Directors. GLENDA HULTMAN Glenda Hultman holds a J.D. from the University of Washington School of Law, and maintained a private law practice in Port Townsend from 1980 to 1995. In 1993 she co- founded the software company Medifor with her husband, J. Peter Geerlofs, eventually leaving practice to join Medifor full -time. At Medifor she served as director and vice president for finance and administration. GARY KEISTER Gary holds a BSC from Santa Clara University and a JD from Gonzaga University and currently is the CEO of Wescom Capital, Inc. An experienced director for many non - profits and for -profit companies, Gary brings a wealth of business and financial experience to Jefferson Land Trust. He serves as a member of the Finance Committee. Gary and his wife Susan, an artist, live in Port Townsend. DAVID REID Raised on an Oregon wheat farm, David holds a Bachelor of Architecture degree from University of Oregon, a commission in the U.S.C.G.R., and a Master of Architecture degree from the University of Washington. His professional experience evolved from the traditional practice of architecture to a corporate career in design, facility management, and construction management for commercial banks. Bank projects took him throughout the western states, and he retired from U.S. Bank in 1999. Aboard their long -range trawler David and his wife Jerri dedicated four years to cruising the Pacific coast from Canada to Panama, and to Canada again on the Atlantic coast. They have resided in Port Ludlow since 2003. David has provided design work for Habitat for Humanity and Jerri is another active JLT volunteer. BRIE VAN CLEVE A Jefferson County native, F. Brie Van Cleve recently returned to the area after 15 years in other locales. Brie grew up on a small family farm on Marrowstone Island and derives immense pleasure from her enduring connection to the wild and working lands of the county. An aficionada of perspective, experience, and context, Brie's career has included stints at all three levels of government, including work as an aide to U.S. Senator Cantwell in the Nation's Capital. Brie earned her Bachelor's degree in biological sciences from Smith College in Massachusetts and her Master's from the University of Washington's School of Marine Affairs. Brie is currently a scientist and policy analyst at Pacific Northwest National Laboratory's Marine Sciences Lab in Sequim. While not gardening, sailing, or long distance running, Brie occupies her time as a grant writer and freelance editor. I II Originally from Redmond, Washington, Heida put down roots in Port Townsend after working as a scientific technician on river recovery and fisheries and forest management efforts across the Olympic Peninsula. She holds a Ph.D. from the University of Washington College of Forest Resources and has engaged in research for State, Federal and Tribal agencies, the forest industry and non - governmental organizations for more than 20 years. As a research scientist at the Pacific Northwest National Laboratory in Sequim since 2000, her focus is on coastal and large - river floodplain restoration for the recovery of endangered fish and birds. Heida recognized the important role of land trusts during her dissertation research on rare Sitka spruce swamp ecosystems on Columbia Land Trust properties, and particularly values Jefferson Land Trust's support of local farms and working forests for sustainable communities. Heida's interests include cultural studies and she holds related degrees from The Evergreen State College (BA) and Western Washington University (MA). She earned her first undergraduate BA, in biology and cognitive science, at Reed College in 1991. Heida is a member of the State of Washington Natural Heritage Advisory Council. DEBBIE WARDROP When Debbie was in middle school, her "interest test for occupations" said she should be a farmer. Had she followed that path then, she might very well have landed in a rural community sooner than 2010. Instead she followed a path that led her to hospitality and event planning including work with The Arizona Biltmore, The Boulders Resort and the National Football League. \She and her husband, Michael, purchased a home in Port Ludlow with the intention of being in the Northwest part time as a respite to the desert climate of Arizona. Debbie subsequently accepted the role of General Manager at The Resort at Port Ludlow and has immersed herself in life in Jefferson County since. A part of that is working closely with the farmers, artisans and fisheries to design and execute food and beverage at The Fireside — local and fresh. Back to the "what if' of being a farmer — now she has the opportunity to support them instead. Board Members who left in 2014 None Jefferson Land Trust Staff list as of 111312015 Executive Director Sarah Spaeth Deputy Director Ann Baier Dir, Development & Communications Chris Clark Dir, Stewardship & On the Land Learning Erik Kingfisher Communications Director Caroline Robertson Salesforce Administrator Shelby Smith Conservation Assistant Carrie Clendaniel Finance Assistant Kathleen Wacker Administrative Assistant Caitlin Battersby JEFFERSON LAND TRUST AND SUBSIDIARY Consolidated Financial Statements For the Year Ended December 31, 2013 Table of Contents Independent Auditor's Report Consolidated Financial Statements: Consolidated Statement of Financial Position Consolidated Statement of Activities Consolidated Statement of Cash Flows Notes to Consolidated Financial Statements Supplementary Information: Consolidated Schedule of Functional Expenses Page 1 -2 6 -17 18 Independent Auditor's Report Board of Directors Jefferson Land Trust and Subsidiary Certified Public Port Townsend, Washington Accountants We have audited the accompanying consolidated financial statements of Jefferson Land Trust and and Consultants Subsidiary (collectively, JLT, a nonprofit organization), which comprise the consolidated statement of financial position as of December 31, 2013, and the related consolidated statements of activities and changes in net assets and cash flows for the year then ended, and the related notes to the financial statements. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of JLT as of December 31, 2013, and the changes in its net assets and its cash flows for the year then ended in conformity with accounting principles generally accepted in the United States of America. CLARK NUBER Report on Summarized Comparative Information We have previously audited JLT's 2012 financial statements, and we expressed an unmodified audit opinion on those audited financial statements in our report dated March 19, 2013. In our opinion, the summarized comparative information presented herein as of and for the year ended December 31, 2012, is consistent, in all material respects, with the audited financial statements from Certified Public which it has been derived. Accountants Report on Supplementary Information and Consultants Our audit was conducted for the purpose of forming an opinion on the financial statements as a whole. The consolidated schedule of functional expenses is presented for purposes of additional analysis and is not a required part of the financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. hi our opinion, the information is fairly stated in all material respects in relation to the financial statements as a whole. eea r ' `rim- P s Certified Public Accountants June 17, 2014 -2- JEFFERSON LAND TRUST AND SUBSIDIARY Consolidated Statement of Financial Position December 31, 2013 (With Comparative Totals for 2012) 2013 2012 Assets Cash and equivalents $ 496,776 $ 333,764 Investments (Note 2) 413,675 467,802 Accounts receivable 58,160 66,205 Pledges receivable (Note 3) 431,579 515,020 Note receivable (Note 4) 74,846 78,391 Prepaid expenses 2,689 1,479 Land, conservation easements, and purchase options - Habitat land 1,316,012 938,437 Working land 25,048 25,048 Open space land 268,512 256,332 Conservation easements 53 49 Total land and conservation easements (Note 5) 1,609,625 1,219,866 Furniture and equipment, net of accumulated depreciation of $18,394 (2012 - $15,798) 8,523 8,869 Total Assets $ 3,095,873 $ 2,691,396 Liabilities and Net Assets Accounts payable Accrued expenses and deferred revenue Total Liabilities Net Assets: Unrestricted (Note 8)- Undesignated Board designated Total unrestricted net assets Temporarily restricted (Note 9) Permanently restricted (Note 10) Total Net Assets Total Liabilities and Net Assets See accompanying notes. -3- $ 1,876 $ 8,810 27,281 53,433 29,157 62,243 834,493 682,369 1,609,625 1,219, 866 2,444,118 1,902,235 586,688 691,453 35,910 35,465 3,066,716 2,629,153 $ 3,095,873 $ 2,691,396 JEFFERSON LAND TRUST AND SUBSIDIARY Consolidated Statement of Activities For the Year Ended December 31, 2013 (With Comparative Totals for 2012) Expenses: Program 1,313,387 Temporarily Permanently General and administrative 98,383 98,383 Unrestricted Restricted Restricted 2013 Total 2012 Total Revenue and Gains: 1,501,483 1,501,483 1,466,748 Change in Net Assets 541,883 (104,765) Gifts and contributions $ 154,813 $ 186,200 $ 100 $ 341,113 $ 382,403 Fair value of easement acquisitions 875,001 35,910 $ 3,066,716 $ 2,629,153 875,001 537,304 Grants and contracts 607,382 607,382 763,539 Special events income, net of net of expenses of $22,403 (2012 - $22,291) 105,387 105,387 105,748 Net investment return (Note 2) 9,818 345 10,163 12,895 Release from restriction (Note 9) 290,965 (290,965) Total Revenue and Gains 2,043,366 (104,765) 445 1,939,046 1,801,889 Expenses: Program 1,313,387 1,313,387 1,281,690 General and administrative 98,383 98,383 98,117 Fundraising 89,713 89,713 86,941 Total Expenses 1,501,483 1,501,483 1,466,748 Change in Net Assets 541,883 (104,765) 445 437,563 335,141 Net assets, beginning of year 1,902,235 691,453 35,465 2,629,153 2,294,012 Net Assets, End of Year $ 2,444,118 $ 586,688 $ 35,910 $ 3,066,716 $ 2,629,153 See accompanying notes. -4- JEFFERSON LAND TR UST AND SUBSIDIARY Consolidated Statement of Cash Flows For the Year Ended December 31, 2013 (With Comparative Totals for 2012) Cash Flows from Operating Activities: Change in net assets Adjustments to reconcile change in net assets to net cash provided by operating activities - Depreciation Realized and unrealized gain on investments Imputed interest expense Changes in assets and liabilities: Accounts receivable Pledges receivable Prepaid expenses Accounts payable Accrued expenses and deferred revenue Net Cash Provided by Operating Activities Cash Flows from Investing Activities: Purchases of investments Proceeds from sale of investments Proceeds from note receivable Purchases of land Proceeds from sale of land Purchases of furniture and equipment Net Cash Used (Provided) by Investing Activities Cash Flows from Financing Activities: Payments on long -term debt Net Cash Used by Financing Activities Net Change in Cash and Cash Equivalents Cash balance, beginning of year Cash Balance, End of Year Supplemental Disclosure of Cash Flow Information: Cash paid for interest See accompanying notes. -5- 2013 2012 437,563 $ 335,141 2,596 2,802 (246) (3,828) 36,000 8,045 (14,365) 83,441 (45,796) (1,210) 200 (6,934) (53) (26,152) 3,757 497,103 313,858 (5,558) (106,639) 59,931 101,942 3,545 3,412 (389,759) (263,002) 480,000 (2,250) (334,091) 215,713 (480,000) (480,000) 163,012 49,571 333,764 284,193 $ 496,776 $ 333,764 2,567 JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note I - Organization and Summary of Significant Accounting Policies Organization - Jefferson Land Trust (the Land Trust) is a Washington nonprofit corporation, formed on April 7, 1989. The Land Trust's purpose is to acquire, preserve and manage open space lands and easements for land conservation purposes benefitting the public. The Land Trust also provides information and materials to the public on land conservation issues. The Land Trust serves Jefferson County on the Olympic Peninsula in Washington. The Land Trust has been accredited by the national Land Trust Alliance since August 5, 2009. On September 5, 2007, JLT Resources, LLC was formed with the Land Trust as its only member. JLT Resources, LLC was formed for the purpose of purchasing and holding land for conservation purposes. Principles of Consolidation - These financial statements consolidate the statements of Jefferson Land Trust and JLT Resources, LLC (collectively, "JLT"). Inter - organization balances and transactions have been eliminated in consolidation. Basis of Accounting - The consolidated financial statements of JLT have been prepared on the accrual basis of accounting. Basis of Presentation - Net assets, revenues, gains and losses are classified based on the existence or absence of donor - imposed restrictions. Accordingly, the net assets of JLT and changes therein are classified and reported as follows: Unrestricted Net Assets - Include all net assets on which there are no donor - imposed restrictions for use, or on which donor - imposed restrictions were temporary and have expired. Temporarily Restricted Net Assets - Include all net assets subject to donor - imposed restrictions that will be met either by actions of JLT or the passage of time. Permanently Restricted Net Assets - Include all net assets received by donations wherein the donors impose a permanent restriction on the use of the gift. The donors require the gift to be invested and only the income from such investments may be used to support the intended cause. All donor - restricted support is reported as increases in temporarily or permanently restricted net assets, depending on the nature of the restriction. When restrictions expire (that is, when a stipulated time restriction ends or purpose restriction is accomplished), temporarily restricted net assets are reclassified to unrestricted net assets and reported in the consolidated statement of activities as net assets released from restriction. Gifts of equipment are reported as unrestricted support unless explicit donor stipulations specify how the donated assets must be used. Gifts of long -lived assets with explicit restrictions that specify how the assets are to be used and gifts of cash or other assets that must be used to acquire long -lived assets are reported as restricted support. Absent explicit donor stipulations about how long those long -lived assets must be maintained, expirations of donor restrictions are reported when the donated or acquired long -lived assets are placed in service. Use of Estimates - The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America (U.S. GAAP) requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from those estimates. M JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 1- Continued Cash and Equivalents - For reporting purposes, JLT considers all unrestricted highly liquid investments with a purchased maturity of three months or less to be cash equivalents. Concentrations - JLT maintains its cash in bank deposit accounts with two financial institutions. JLT's cash balances may, at times, exceed federally insured limits. One donor's pledge represented approximately 33% of pledges receivable, and the total of all pledges from board members represented approximately 48% of pledges receivable at December 31, 2013. One donor's pledge represented approximately 32% of pledges receivable, and the total of all pledges from board members represented approximately 42% of pledges receivable at December 31, 2012. Investments - Investments in marketable securities with readily determinable fair values and all investments in debt securities are valued at their fair values in the consolidated statement of financial position. The carrying amount of the investment held in trust is determined by the trustee holding the securities. Certificates of deposit are carried at cost plus accrued interest in the consolidated statement of financial position. Unrealized gains and losses are included in the change in net assets. JLT had established a designated fund at Jefferson County Community Foundation. As JLT had designated itself as the beneficiary of the fund, the fund balance and activity were reported in the consolidated financial statements of JLT as required by U.S. GAAP. The balance of this fund was liquidated during the year ended December 31, 2013. Accounts Receivable - Accounts receivable are stated at the amount management expects to collect from outstanding balances. Management provides for probable uncollectible amounts through a charge to earnings and a credit to a valuation allowance based on its assessment of the current status of individual accounts. Balances still outstanding after management has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to trade accounts receivable. Grants and Contracts - JLT receives grants and contracts from federal, state, and local agencies, as well as from private organizations, to be used for specific programs or land purchases. The excess of grants receivable over reimbursable expenditures to -date is recorded as deferred revenue. Furniture and Equipment - Furniture and equipment are capitalized at cost if purchased, or, if donated, at the approximate fair value at the date of donation. When retired or otherwise disposed of, the related carrying value and accumulated depreciation are removed from the respective accounts and the net difference, less any amount realized from disposition, is reflected in earnings. Maintenance and repairs are charged to expenses as incurred. Costs of significant improvements are capitalized. JLT provides for depreciation using the straight -line method over the estimated useful lives of the assets of five to ten years. -7- JEFFERSON LAND TRUST AND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note I - Continued Land and Easements - JLT records acquisitions of land at cost if purchased. Land acquired through donation is recorded at fair value, with fair values generally based on independent professional appraisals. These assets fall into two primary categories: Conservation Lands - Real property with significant ecological value for habitat, open space, or working lands. Stewardship programs of JLT manage these properties to protect the natural biological diversity of the property. JLT manages its working timberland as a Forest Stewardship Council - Certified, managed forest. Conservation Easements - Voluntary legal agreements between a landowner and a land trust or government agency to permanently protect the identified natural features and conservation values of the property. These easements may be sold or transferred to others so long as the assignee agrees to carry out, in perpetuity, the conservation purposes intended by the original grantor. Conservation easements owned by JLT protect habitat, open space and working lands, such as family farms, through its stewardship programs. Easements acquired represent numerous restrictions over the use and development of land not owned by JLT, Since the benefits of such easements accrue to the public upon acquisition, the fair market value of easements acquired is shown in the year of acquisition as an addition to net assets to record the donation of the easement, and unless conveyed to a public agency for consideration, shown as a reduction in net assets to record the value of the public's benefit and to recognize that these easements have no marketable value once severed from the land and held by JLT. Easements held by JLT are carried on the consolidated statement of financial position at $1 each for tracking and accounting purposes. Four easements valued at $875,001 in total were donated to JLT during the year ended December 31, 2013. Accordingly, $875,001 of contribution revenue and $874,997 of related write down expense have been reported on the consolidated statement of activities for the year ended December 31, 2013. Federal Income Taxes - The Internal Revenue Service has determined Jefferson Land Trust and JLT Resources, LLC (a disregarded entity) to be exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Contributions to JLT are deductible as allowed under Section 170(b)(1)(A)(vi) of the Code. JLT files income tax returns with the U.S. government and is subject to income tax examinations for the current year and certain prior years based on the applicable laws and regulations. During the year ended December 31, 2012, the Land Trust elected the provisions of Section 501(h), relating to expenditures to influence legislation. Functional Allocation of Expenses - The costs of providing the various programs and other activities have been summarized on a functional basis in the consolidated statement of activities. Accordingly, certain costs have been allocated among the programs and supporting services benefited. Comparative Amounts for 2012 - The financial statements include certain prior -year summarized comparative information in total but not by net asset class. Such information does not include sufficient detail to constitute a presentation in conformity with U.S. GAAP. Accordingly, such information should be read in conjunction with JLT's financial statements for the year ended December 31, 2012, from which the summarized information was derived. 8- JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note I - Continued Subsequent Events - JLT has evaluated subsequent events through June 17, 2014, the date on which the consolidated financial statements were available to be issued. Note 2 - Fair Value Measurements U.S. GAAP defines fair value, establishes a framework for measuring fair value, and requires disclosures about fair value measurements. To increase consistency and comparability in fair value measurements, U.S. GAAP uses a fair value hierarchy that prioritizes the inputs to valuation approaches into three broad levels. The hierarchy gives the highest priority to quoted prices in active markets (Level 1) and the lowest priority to unobservable inputs (Level 3). Valuation Techniques - Financial assets and liabilities valued using Level 1 inputs are based on unadjusted quoted market prices within active markets. Financial assets and liabilities valued using Level 2 inputs are based primarily on quoted prices for similar assets or liabilities in active or inactive markets. Financial assets and liabilities using Level 3 inputs are primarily valued using management's assumptions about the assumptions market participants would utilize in pricing the asset or liability. Valuation techniques utilized to determine fair value are consistently applied. Following is a description of the valuation methodologies used for assets measured at fair value. There have been no changes in the methodologies used at December 31, 2013 or 2012. Mutual Funds - Valued at quoted market prices in active markets, which represent the net asset value (NAV) of shares held by JLT at year -end. Funds Held at Jefferson County Community Foundation - Valued using the NAV provided by the fund's manager. The NAV is based on the fair value of the underlying assets owned by the fund. These underlying assets are traded in active public markets with observable market data. There are no significant redemption restrictions or unfunded commitments on these investments. -9- JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 2 - Continued Fair Values Measured on a Recurring Basis - Fair values of investments measured on a recurring basis at December 31 were as follows: Fair Value Measurements as of December 31, 2013 Leven Level Level Total Mutual funds - Fixed income mutual fund $ 38,502 $ - $ - $ 38,502 Total Investments Held at Fair Value $ 38,502 $ - $ - $ 38,502 Certificates of deposit, held at cost plus accrued interest 375,173 Total Investments $ 413,675 Fair Value Measurements as of December 31, 2012 Leven Level Level Total Mutual funds - Fixed income mutual fund $ 38,130 $ - $ - $ 38,130 Funds held at Jefferson County Community Foundation 59,339 59,339 Total Investments Held at Fair Value $ 38,130 $ - $ 59,339 $ 97,469 Certificates of deposit, held at cost plus accrued interest 370,333 Total Investments $ 467,802 -10- JEFFERSON LAND TR UST AND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 2 - Continued A reconciliation of the beginning and ending balances for fair value measurements made using significant unobservable inputs (Level 3) are as follows: Beginning balance at January 1 Interest income Realized /unrealized gain Investment fees paid Withdrawals Ending Balance at December 31 Investment return for the years ended December 31 consisted of the following: Interest income Realized /unrealized gain Investment fees Note 3 - Pledges Receivable Pledges receivable at December 31 are to be received as follows: Less than one year Two to five years Thereafter Less discount to present value (0.6 %) Less allowance for uncollectible pledges 11- 2013 2012 $ 59,339 $ 56,085 10 682 3,254 (260) (59, 771) 2013 2012 $ 9,657 $ 9,289 246 3,828 260 (222) 440,703 $ 10,163 $ 12.895 2013 2012 $ 135,650 $ 191,458 256,885 320,995 48,168 14,650 440,703 527,103 (4,840) (6,301) (4,284) (5,782) $ 431.579 $ 515.020 JEFFERSON LAND TR UST AND SUBSIMRY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 4 - Note Receivable On February 15, 2008, JLT granted a loan to an individual in relation to one of the pieces of conservation land owned by JLT. JLT received a promissory note in exchange. The promissory note is for the amount of $93,750 and is to be paid in monthly installments of approximately $600. The note matures on January 15, 2028, with an annual interest rate of 5 %. The note receivable at December 31 is to be received as follows: Less than one year Two to five years Thereafter Note 5 - Land and Conservation Easements Land and conservation easements at December 31 are summarized as follows: Conservation lands - Quimper Wildlife Corridor Duckabush Oxbow Chimacum Creek Bulis Forest Preserve Kilham Corner Snow Creek Estuary Gateway Donovan Creek Duckabush Wetlands Snow Creek Uncas Preserve Conservation easements Note 6 - Retirement Plan 2013 2012 $ 3,762 $ 3,579 17,076 20,838 54,008 53,974 $ 74.846 $ 78.391 2013 2012 $ 276,535 180,000 292,867 125,240 38,930 86,000 85,000 205,000 220,000 100,000 53 $ 1.609.625 279,988 180,000 280,159 125,240 38,930 86,000 85,000 144,500 49 $ 1.218.866 In 2010, JLT began a Simplified Employee Pension - Individual Retirement Accounts Contribution Benefit Plan ( "the Plan "). Eligible employees may join the Plan after one year of service. The total employer contribution for 2013 and 2012 was $0 and $5,298, respectively, and is included in employee benefits on the consolidated schedule of functional expenses. 12- JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 7- Lease Agreements On June 21, 2012, JLT entered into an operating lease as lessee for its administrative office in Port Townsend, Washington. The lease continues through June 2014. The agreement calls for monthly payments of $1,412 plus utilities. Rent expense totaled $18,331 and $17,804 for the years ended December 31, 2013 and 2012, respectively. Note 8 - Unrestricted Net Assets Unrestricted net assets consisted of the following at December 31: Designated - Quimper Wildlife Corridor Duckabush Oxbow Chimacum Creek Bulls Forest Preserve Kilham Corner Snow Creek Estuary Gateway Donovan Creek Duckabush Wetlands Snow Creek Uncas Preserve Conservation easements Total designated Undesignated 13- 2013 2012 276,535 $ 279,988 180,000 180,000 292,867 280,159 125,240 125,240 38,930 38,930 86,000 86,000 85,000 85,000 205,000 144,500 220,000 100,000 53 49 1,609,625 1,219, 866 834,493 682,369 $ 2.444.118 -t-I,902.235 JEFFERSON LAND TRUST AND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 9 - Temporarily Restricted Net Assets Temporarily restricted net assets consisted of the following at December 31: Purpose restriction - For stewardship of Buis Forest Preserve Forest Legacy program Working Farm Fund Consulting fees WALT Stewardship Funding Education Outreach Fund Other program restrictions Time restriction - Outstanding pledges 2013 2012 61,009 $ 76,790 17,752 40,002 24,188 45,468 20,395 12,500 1,000 22,415 9,350 673 155,109 176,433 431,579 515,020 $ 586.688 S 691.453 Net assets of $137,965 were released from donor restrictions by incurring expenses satisfying the purpose restriction specified by the donor, and net assets of $153,000 were released due to the expiration of time restrictions for the year ended December 31, 2013. Note 10 - Permanently Restricted Net Assets At December 31, 2013 and 2012, JLT had $35,910 and $35,465, respectively, of permanently restricted net assets. This is comprised of endowment investments (Note 11), the income of which is available to support general operations. Note 11- Endowments The JILT endowment consists of one fund established to support general operations. As required by U.S. GAAP, net assets associated with endowment funds are classified and reported based on the existence or absence of donor - imposed restrictions. Interpretation of Relevant Law - JLT's Board of Directors has reviewed the Washington State Prudent Management of Institutional Funds Act (PMIFA) and, having considered its rights and obligations thereunder, has determined that it is desirable to preserve, on a long -term basis, the fair value of the original gift as of the gift date of the donor - restricted endowment funds absent explicit donor stipulations to the contrary. As a result of this determination, JILT classifies as permanently . restricted net assets (a) the original value of gifts donated to the permanent endowment, and (b) the original value of subsequent gifts to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. 14- JEFFERSONLAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 11- Continued The remaining portion of the donor - restricted endowment fund that is not classified in permanently restricted net assets is classified as temporarily restricted net assets until those amounts are appropriated for expenditure by JILT in a manner consistent with the standard of prudence prescribed by PMIFA. However, JILT has informed donors of its spending policy which states that no distributions will be made during the first five years of the fund's existence or until it reaches a threshold balance of $400,000. Since these milestones have not yet been reached, JILT adds all amounts earned to the permanently restricted balance. In accordance with PMIFA. JILT considers the following factors in making a determination to appropriate or accumulate donor - restricted endowment funds: The duration and preservation of the fund; The purposes of JILT and the donor - restricted endowment fund; General economic conditions; The possible effect of inflation and deflation; The expected total return from income and the appreciation of investments; Other resources of JILT; and The investment policies of JLT. As of December 31, 2013, endowment net assets consisted of the following: Temporarily Permanently Unrestricted Restricted Restricted Total Donor - restricted endowment funds $ - $ - $ 35,910 $ 35,910 Endowment Net Assets, December 31, 2013 $ $ $ 35,910 $ 35.910 As of December 31, 2012, endowment net assets consisted of the following: Temporarily Permanently Unrestricted Restricted Restricted Total Donor - restricted endowment funds $ $ $ 35,465 $ 35,465 Endowment Net Assets, December 31, 2012 $ $ $ 35,465 $ 35.465 15- JEFFERSONLAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 11- Continued Changes to endowment net assets for the years ended December 31, 2013 and 2012, are as follows: Endowment net assets, January 1, 2012 Endowment investment return - Interest and dividends Realized and unrealized gains Total endowment investment return Contributions Endowment Net Assets, December 31, 2012 Endowment investment return- Interest and dividends Realized and unrealized losses Total endowment investment return Contributions Endowment Net Assets, December 31, 2013 Temporarily Permanently Unrestricted Restricted Restricted Total - $ - $ 30,996 $ 30,996 776 776 654 654 1,430 1,430 3,039 3,039 35,465 35,465 654 654 (309) (309) 345 345 100 100 $ $ $ 35.910 $ 35.910 Funds with Deficiencies - From time to time, the fair value of assets associated with individual donor - restricted endowment funds may fall below the level that the donor or PMIFA requires JLT to retain as a fund of perpetual duration. In accordance with U.S. GAAP, deficiencies of this nature are reported in unrestricted net assets. There were no such deficiencies as of December 31, 2013 or 2012. Return Objectives and Risk Parameters - JLT has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor - restricted funds that JLT must hold in perpetuity or for donor - specified periods as well as board - designated funds. Under this policy, as approved by the Board of Directors, the endowment assets are invested in a manner that is intended to produce results that exceed the price and yield results of a custom Policy Index made up of various indices. The composition of the custom Policy Index is based upon the strategic asset allocation of the investment portfolio and assumes a moderate level of investment risk. The investment objectives of the Operations Endowment Fund include maintenance of principal, timely liquidity, and preservation of purchasing power over time. -16- JEFFERSON LAND TRUSTAND SUBSIDIARY Notes to Consolidated Financial Statements For the Year Ended December 31, 2013 Note 11- Continued Strategies Employed for Achieving Objectives - To satisfy its long -term rate -of- return objectives, JLT notes that for funds earmarked for capital appreciation, appropriate investments include intermediate term bond funds/ETF's, equity mutual funds, equity ETF's, and unconstrained bond funds. Spending Policy and How the Investment Objectives Relate to the Spending Policy - JLT's spending policy intends that no distributions may be made from the Operations Endowment Fund for the first five years of its existence or until it reaches a threshold balance of $400,000, whichever shall first occur. After a five -year period or after achieving the $400,000 threshold, distributions shall be made on an annual basis as determined by the Board. Regular disbursements should be limited to a maximum of 5% of the value of the portfolio at the beginning of each fiscal year, or one -half of the income generated by the fund for the most recent fiscal year, whichever is less. At no time will the distribution of the spendable amount result in the invasion of the original amounts donated. -/7- SUPPLEMENTARY INFORMATION JEFFERSON LAND TRUSTAND SUBSIDIARY Consolidated Schedule of Functional Expenses For the Year Ended December 32, 2013 (N th Comparative Totals for 2012) Salaries Payroll taxes Employee benefits Total salaries, taxes and benefits expense Professional fees Value of conservation easements written down Land and stewardship expenses Interest Other Rent Postage and printing Travel and seminars Public awareness Office supplies Insurance Dues and subscriptions Telephone Web design and maintenance Utilities Depreciation Bank fees Expenses, Net of Special Events Expense Special events expense Total Expenses See independent audltor's report. General and Program Administrative Fundraising 2013 Total 2012 Total $ 168,140 $ 47,150 $ 37,609 $ 252,899 $ 262,082 16,324 4,700 3,710 24,734 25,271 25,825 7,435 5,869 39,129 43,263 210,289 59,285 47,188 316,762 330,616 134,555 7,386 25,319 167,260 447,933 874,997 874,997 537,302 31,519 31,519 28,018 33,433 9,126 14,893 105 24,124 31,357 12,529 3,952 3,151 19,632 19,110 6,734 388 3,382 10,504 8,296 9,872 6,625 1,757 18,254 5,879 1,825 642 4,762 7,229 5,146 5,012 991 701 6,704 3,146 8,112 1,024 809 9,945 5,741 2,586 744 588 3,918 1,865 2,663 767 605 4,035 2,889 693 693 1,386 984 1,162 334 264 1,760 1,735 1,713 493 389 2,595 2,802 859 859 496 1,313,387 98,383 89,713 1,501,483 1,466,748 22,403 22,403 22,291 $ 1,313,387 $ 98,583 $ 112,116 $ 1,523,886 $ 1,489,039 18- INTERNAL REVENUE SERVICE DISTRICT DIRECTOR 2 CUPANIA CIRCLE" MONTEREY PARK, CA 91755 -7406 Date: MAY 0 3 1994 JEFFERSON LAND TRUST C/O DOUG MASON PRES PO BOX 1610 PORT TOWNSEND, WA 98368 -0109 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 91- 1465078 Case Number: 9$4109002 Contact Person: TYRONE THOMAS Contact Telephone Number: (213) 894 -2289 Our Letter Dated: May 08, 1990 Addendum Applies: No This modifies our letter of the above date in which we stated that you would be treated as an organization that is not a private foundation until the expiration of your advance ruling period. Your exempt status under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3) Ss still in effect. Based on the information you submitted, we have determined that you are not a private foundation within the meaning of section 509(a) of the Code because you are an organization of the type described in section 509(a)(1) and 170(b)(1)(A)(vi). Grantors and contributors may rely on this determination unless the Internal Revenue Service publishes notice to the contrary. However, if you lose your section 509(a) (1) statue, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the part of the organization that resulted in your loss of such status, or if he or she acquired knowledge that the Internal Revenue service had given notice that you would no longer be classified as a section 509(a)(1) organization. If we have indicated in the heading of this letter that an addendum applies, the addendum enclosed is an integral part of this letter. Because this letter could help resolve any questions about your private foundation status, please keep it in your permanent records. If you have any questions, please contact the person whose name and telephone number are shown.above. Sincerely yours, r� R. Or' osco- District Director Letter 1050 (DO /CG) Conservation Futures r Quin,", VYYdift ^- Corritlor x.o9 Eastern Jefferson County, N 9 SV " y Salish Washington " Admiralt Washington Project L _Boulton Farm2013 �QW.,will WlnmF Inlet Sea -Brax'n 6eirY 21103 Y COnkMxOOI Il Adl. ee6 J L _ G lemn Chimamm Creek A<9msilion 2011 V \ _ Omamm C—k Slow, 2003 - - Whabmah FloodPlaln2013 - W - bast Nedw. Creek 2005 -Fvmriva Fartn 20J8 e � -Ganwav Bulkr 2004 a. u.u.....ua.nr.�.�u�•, r �`� .+. '�_ ° Glendal, Farms 2W7 _ rn-u we, N x L Brown Towt 112012 cw+i nk Po O'e^ Ef q Discovery 1 OQuimper Wildlih COrtidor 1004 —3 OQuimper Wildlife Corzidar 20N COL — Bay 4W5ON oQnimpe • Wildlife COrtidor3014 Z n .•\ -_ Sae1a� O Shoe Family Farm X13(Fendin,) ©t Film Fm O Snow Creek Opanan A<9uialims 2014(pendinR) 4rleiOn 'e O SUn(ield Farm 2003 T.malrow.s 011m.eum CFNk '^ vl Tamanowas Rork Phaae llWS k9rlt 1- Asti f M3Oa1 Taman — ROh and Nielenheen 5hoet 0n 2010 Meae aaw5 Y' T - Tarboo Fmes1 Conaematlon - Phase 112013 Q u i m p e F _ nrboo Pored Consewallon 20,2 -arbor WildNe Pwsme Eort Side Addition 2009 / /i Tamanowas Rork / -GPFertarboo Creek Conservanon Easement 2002 / vltl Nkhdsore ` Oai. h /J{ - W—Basin Blowde12011 shnR P6taao Glxaldtl. - 4 % x00) -wrong e.ain_Blaed,le2B,3 F.., \, � Bay I - Wmone WeOand Buffer 2006 15 W3 01 Puget -Y a •oa. :horx F.mllY �.. Sound ,\ F F.nnx finnirlinor NChima IN 1 c l Tmit _ V g l l e y, �. rmxt n>o � J S. Creek 'RiPxrW AWUlsliom e. ka a ) UPP.r Yarbo. �R cy COm.rvatlon y bultnn s Ewmamsme) �$ f Fa1m t C.. b O Taboo _� Fmeat FOnel fars.N.Em � fans Nw1- mn , ( PIN»Ilmp 'ml n t llri Y/ � s drty Wl Eert Silk Alii,n n izno9 \ °..k CI¢P Y Y i ��y'"�� S Rd Rr iceol s B a t t -i- o3n P e n i is la inn a { Ile Dabob I Bay °;do- adco p1 � y x Hood Oosew Ili r+C r' al Canal Canal ` xel Pp D< 1 P k bush Nooup.m Fy(r ✓ 8 � 4SoH r Jefferson County Conservation Futures Committee RATINGS MEETING JCPH Pacific Room Port Townsend, WA April 291h, 2015, 4:06 PM to 5 :05 PM * Decisions and action items are indicated in bold font. Members Present: Phil Andrus, District 2; Mary Biskup, Interest — District 1; Scott Brinton – Agriculture; Lige Christian, District 3; JD Gallant– District 3; Richard Jahnke, Interest – Coastal Areas; Lorna Smith, Chair, Interest – Ecotourism; Jerry Gorsline, District 2; Rob Harbour, Interest – Working Lands; Craig Schrader, Interest– Climate Change Members Absent: Ray Hunter, Interest – Fallow Farms; Sarah Spaeth, Interest - Jefferson Land Trust (excused) County Staff Present: Tami Pokorny, Water Quality Division; Rebekah Brooks, recorder I. Call to Order: Chair Lorna Smith called the meeting to order at 4:06 PM. II. Approval of Minutes: The minutes' approval was moved to the end of the meeting so Tami Pokorny could print copies that were needed to supplement on- screen viewing. III. Review of Agenda: There were no amendments to the agenda. IV. Observer comments: None V. Old Business: None VI. New Business A. Ethic Questions and Responses (Article III of By -Laws) http: / /www.co.iefferson.wa.us April 29, 2015 There was some discussion of improving score sheets and fairness sheets, to be addressed later. Tami Pokorny confirmed that Appearance of fairness Questionnaires had been completed and received from each member present and that no additional verbal disclosures were necessary. The questionnaires were added to the ranking process this year as an efficiency measure. B. Review Ranking Protocol It was noted that with ten committee members present, there was an absolute majority. Staff reviewed the usual process of ranking. For each project, the committee members' Score Sheet responses are projected in a spreadsheet. Scores for each question are described by the committee chair and the highs, lows and unanimity are noted. Members are given the opportunity to explain and discuss the scores and make changes to their own scores, as desired, based upon information provided in the applications, during the site visits, in committee meetings and questions posed through staff. The total score for the project was calculated and divided by the number of scorers. Typically, after the projects receive final scores, motions are made as to which projects to recommend for funding and at what level. This year, members discussed expediting the process, as funds were sufficient to fund all projects in full. Lige Christian moved that the committee vote on each individual project with two votes: the first vote to determine whether or not the project was worthy of funding, and the second vote to decide whether to fund it to the extent of the application request. Jerry Gorsline seconded. Discussion followed on whether or not to still consider the project rankings, but it was decided that that was unnecessary this year because, if the two motions passed on each project, the rest would be redundant. Tami Pokorny read from the bylaws, which stated that any dissenting opinions be noted. The committee voted all in favor of Lige's motion; the chair stated that the vote was unanimous. C. Discussion and Ranking of 2015 Conservation Futures Project Applications; Develop Funding Recommendations First Proiect: Bishop Dairy Preservation Project Jerry Gorsline moved that the Bishop Dairy was worthy of funding; Rick Jahnke seconded. The committee voted all in favor with unanimous consent. The chair opened the floor for discussion; there was none. Phil Andrus moved to fully fund the Bishop Dairy Restoration Project as per request amount; Lige Christian seconded. The committee voted all in favor with unanimous consent. It was also decided to attach the members' scores to the meeting minutes for the report to the Board of Commissioners. Second Project: Lower Big Quilcene River Riparian Protection Project JD Gallant moved that the Lower Big Quilcene River Riparian Protection Project was worthy of funding; Jerry Gorsline seconded. The committee voted all in favor with unanimous consent. Lige Christian moved to fully fund the project as per request amount; JD Gallant seconded. The committee voted all in favor with unanimous consent. Third Project: 2015 QWC Addition Project Jerry Gorsline moved that the Quimper Wildlife Corridor Addition Project was worthy of funding; Lige Christian seconded. The committee voted all in favor with unanimous consent. Rick Jahnke moved to fully fund the project as per request amount; Lige Christian seconded. The committee voted all in favor with unanimous consent. Fourth Proiect: Midori Farm Project Lige Christian moved that the Midori Farm Project was worthy of funding; Jerry Gorsline seconded. The committee voted all in favor with unanimous consent. Lige Christian moved to fully fund the project as per request amount; Jerry Gorsline seconded. The committee voted all in favor with unanimous consent. Since there was no discussion on the projects, Tami Pokorny requested comments from the committee to send to the Board of Commissioners. Discussion followed on each project. Bishop Dairy Preservation Project: Lige Christian said he felt the Bishop Farm was a jewel of a project with the agricultural elements and historic farmhouse; Rob Harbour was impressed by the match that was found for the project; Mary Biskup felt the project was good one because it was one of the more threatened and therefore one of the most vulnerable. Midori Farm Project: Lige Christian saw value in the small farm because that is the future of farming in the area and it is one of the last chances to save these farms. Lorna Smith commented on the importance of the locally grown aspect and the model of good farming that Midori Farm is to the community. Rob Harbour discussed the bargain sale of the property and the huge commitment the owners were making by offering it. Lower Big Quilcene River Riparian Protection Project: JD Gallant recognized the extreme importance of the project based on ecosystem values; it offers good habitat for wildlife of all kinds. Lige Christian pointed out that the project is also in the top tier of priority for the Hood Canal Coordination Council. 2015 QWC Addition Project: Lige Christian stated that the project was part of an ongoing effort to protect the wetlands and natural environment within the city limits of Port Townsend; Jerry Gorsline called it another piece of the puzzle. Lorna Smith said it was incredible to be able to protect a green belt within the city limits. Discussion followed on the ranking. JD Gallant requested the ranking; Rick Jahnke said they ranked in the following order: 1: Bishop Dairy Preservation (275 points), 2: Midori Farm (247 points), 3: Lower Big Quilcene River Riparian Protection (241 points), 4: 2015 QWC Addition (231 points). It was decided to include the committee's ranking in the letter to the commissioners. Tami Pokorny announced that a public hearing is the next step for funding the projects; this will take place in late May or June. Discussion followed on the bylaws and other committee material, and Rick Jahnke requested the committee consider the exercise of reviewing the project ranking and whether it accomplishes anything. It was decided to form a subcommittee to make recommendations for any changes to the manual or bylaws at the next Jefferson County Conservation Futures Committee Meeting. The subcommittee chair is Rob Harbour, with Lige Christian, Phil Andrus and Rick Jahnke volunteering as members. Lorna Smith called for the first meeting of the subcommittee to be held within the next 60 days, with a follow up meeting within 30 days. It was decided to give two notices: one to publicly announce the subcommittee meeting which was recognized as subject the the Open Meetings Act and the second to announce the full Conservation Futures Committee meeting where any proposed changes would be considered. Chair Lorna Smith called a special Jefferson County Conservation Futures Committee meeting to be held sometime in October, with review and consideration of the manual and bylaws, based on recommendations from the subcommittee. Lige Christian made a general call for anything anyone would like to look at before the subcommittee meets. JD Gallant clarified that all recommendations for the committee and subcommittee should be sent through Tami Pokorny, Lorna Smith pointed out that anyone could attend the subcommittee meetings if there was anything of interest. VII. Other/ Administrative The minutes from the November 19, 2014 Meeting were finalized as written. The committee reviewed the summary from April 8, 2015 meeting; Mary Biskup made a correction on page 3 to clarify wording regarding Midori Farm. Lige Christian reminded the committee that the chair should always sign the minutes, which Lorna Smith has been doing. Hearing no objections, the April 8, 2015 summary was preliminarily approved with changes. Staff Update: Fund balance: $405,433.46; after funding all the projects in full, a residual will be left. Membership: Rick Jahnke, Jerry Gorsline and JD Gallant will pursue reappointment. Tami Pokorny is also hoping to interview an interested party for membership to represent District #1. Discussion followed on the sequence of membership cycles. Outreach: The committee thanked Lorna Smith for reaching out to the radio show Nature Now. Lorna also suggested contacting a reporter from The Leader to possibly join the committee on project field trips next year and write an article. VIII. Observer Comments None IX. Adiournment Chair adjourned the meeting at 5:05 PM. ( !!I ;!! I )} §) \t ( /|\ \! \! }\ .;. § • )0\ ; | {{ \\ » }} : }\ .;. a !! ¥ -r _ {n \\ i! `! ;� §« §,•! }\ !2g 30 \ { ! | ! ! a !! ¥ -r _ {n \\ i! `! ;� §« §,•! ! \ } ) | ! ! — �/� - j) ))} ) } {)\ ) §( | � & ! �d ! ) ( §)\ )) {| ( } \/ | \ / \{ )$ }/ k,)!\ \ \ {; {{ !!{ ! {/ q I ! | \ / \{ )$ }/ k,)!\ \ \ {; {{ \ 790 •, _, E■ !!!` !! ! |( ! |]!! ; ■ a § , § {i| \ 790 •, _, E■ !!!` ; ■ a § , § ! } { « ! ) { )§ - !QI { ;§ - ;!! / - !QI { ;§ Y w F d ¢ 3 E a 0 Q i =3 1 O � O `E 8 m o �g S g `o �M n 0 2 E E `a E A G c n 3 '3 's c F E & E q i E `o 3 Y S 'I ry M e a e e S x 3 a E 3 E c 3 E n 0 m °o m _ E `o �M n 0 2 E E `a E A G c n 3 '3 's c F E & E q i E `o 3 Y S 'I ry M e a e e S _ • §� r !,r •; _, E! !!!! 0 - \! t : r !,r •; _, E! !!!! } � ) ) § ( � \ ! | ) � ! _ ! OE ! §!i 4 ■! \\ )| �\ \§ !{, ( \ §\ { ]{ \ ! \ \\ \\\ \ \ {\ \\ _ ) { \ \{ \\ \ ,! \\ }j{ / {\ � }} �) �} 3 !!! !! , e § ■ , - o - ({| 3 !!! !! , e § ■ , ! ! } � « ! } \� � ! /\/ /\ l•�,: ;! ) � ! 615 Sheridan Street Port Townsend, WA 98368 www.JeffersonCountyPublicHealth.org To: Jefferson County Board of Commissioners From: Loma Smith, Chair Conservation Futures Citizen Oversight Committee Date: May 28, 2015 Subject: Conservation Futures Citizen Oversight Committee — 2015 Funding Round Recommendations In the 2015 funding cycle, the Conservation Futures Citizen Oversight Committee (CF Committee) received four applications to the Conservation Futures Fund ahead of the March 2 11 deadline. The purpose of this memo is to report on our process to vet and rank these projects and to present our recommendations. The project applications may be described as follows 1. 2015 OWC Addition, $14,626 towards the fee simple acquisition, and operation and maintenance, of five platted parcels within the Quimper Wildlife Corridor totaling 1.11 acres of vacant land near Winona Wetland. The parcels were identified as high conservation priority in the QWC Management Plan which was adopted by the City of Port Townsend in 2008. The proposed match is three parcels owned by Jefferson Land Trust with an estimated total value of $12,650 located adjacent to previously conserved properties. Operations and maintenance request is $2,000 of the total amount for annual monitoring and stewardship. Jefferson Land Trust is the project sponsor. The City of Port Townsend is the project applicant. Project location: Sec. 33, T.3 IN, R.IW. 2. Bishop Dairy Preservation, $56,225 towards the acquisition of a conservation easement on 264 acres that comprise a historic working farm and dairy. The intent of the project is to maintain single ownership of the property and to purchase remaining development rights so that farming will be the allowed into the future, preserving prime soils for agriculture, encouraging local food production, and maintaining or improving habitat for fish and wildlife, and scenic qualities along Beaver Valley and Egg and I Roads. The proposed match is $481,225 from the Washington Wildlife and Recreation Program and $425,000 from a federal grant program to be determined. Jefferson Land Trust is the project sponsor. Gerald and Delores Bishop are the project applicant. Project location: Sec. 1, T. 28N, R. 1W. 3. Lower Bie Ouilcene River Riparian Protection $31,440 towards the fee simple purchase of one parcel of vacant land totaling 14.16 acres along the lower Big Quilcene River to benefit Hood Canal summer chum and other fish and wildlife species that depend on quality riparian habitat. The proposed match is $161,160 from the RCO Salmon Recovery Funding Board. Operations and maintenance request is $5,925 of the total amount for annual monitoring, weed removal, replanting and stewardship. Jefferson Land Trust is the project sponsor. Project location: Sec. 24, T. 27N, R. 2W. 4. Midori Farm, $94,626 towards the acquisition of a conservation easement on 29 acres of prime soils for agriculture with pockets of mature forest. The Midori Farm is an active working farm and this project constitutes an important piece of the overall plan to maintain working farms and produce local, healthy Community Health Environmental Health Developmental Disabilities Water Quality 360 -385 -9400 360 -385 -9444 360 -385 -9401 (f) Always working for a safer and healthier community (f) 360 -379 -4487 s._ , 4 foods in Jefferson County. The proposed match is an estimated $75,000 of conservation easement value to be donated by the landowner and up to $19,626 in cash contributions from the Jefferson Land Trust. Operations and maintenance request is $1,820 of the total amount for annual monitoring of the conservation easement provisions and noxious weed removal. Jefferson Land Trust is the project sponsor. Applicant is Marko Colby and Hanako Myers. Project location: Sec. 14, T. 27N, R. 2W. The Committee's scoring and ranking process began with site visits on April 31. These were video -taped for any members who were unable to attend in person or any other members of the public who might be interested. On April 81, the Committee met again to hear project presentations by Sarah Spaeth, Executive Director of Jefferson Land Trust. The projects were subsequently scored by each Committee member individually and sent to staff in advance of the April 291 meeting. The purpose of the meeting was to make recommendations as to which of the projects warrant funding and at what dollar amount. In past years, staff asked Committee members a series of Appearance of Fairness questions at the start of the meeting to rank projects. The process was time consuming so, this year, a written form was developed and used — the Appearance of Fairness Questionnaire — to accomplish this important process. A questionnaire was completed by each voting member and provided to staff before project discussions began. The Committee decided early on to cast two votes with respect to each project: the first vote to determine whether or not the project was worthy of funding, and the second vote to decide whether to fund it to the extent of the application request. All four projects were determined to be worthy of full funding by unanimous vote. It was decided that a collective review of individual scores and resulting project rankings was unnecessary in this cycle given funds adequate to fully support all of the projects. The total combined amount of funding being requested for the four projects is $196,917. Of this amount, a total of $9,745 was requested to reimburse operations and maintenance expenses related to three of the projects. Up to $203,000 is available to award from the Conservation Futures Fund in this cycle. The project ranking is as follows: Project Score Bishop Dairy Preservation 275 Midori Farm 247 Lower Big Quilcene River Riparian Protection 241 2015 QWC Addition 231 The Committee found that all four of the projects are high quality and would contribute to the "preservation of lands that have significant regional or community benefit" (JCC 3.08.040). We are pleased to present these recommendations to the Board of County Commissioners for your consideration. At the hearing, the Land Trust, Committee members and staff would be happy to answer any questions you may have. I look forward to seeing you then. Community Health Developmental Disabilities 360 - 385 -9400 360 -385 -9401 (f) Always working for a safer and healthier community Environmental Health Water Quality 360,385 -9444 (f) 36079 -4487 Judy Surber Clty0 f port Planning Manager /Senior Planner 1 250 Madison St., Suite 3 Port Townsend, WA 98368 Townsend 360 - 379 -5084 Fax 360 - 344 -4619 jsurber @cityofpt.us May 26, 2015 Ms. Tami Pokorny Jefferson County Natural Resources and Environmental Health 615 Sheridan Street Port Townsend, WA 98368 Dear Ms. Pokorny RE: Ouimaer Wildlife Corridor 2015 Thank you for forwarding a copy of the Conservation Future Funds application for site acquisition of lots within the city limits. It is our understanding that the "Quimper Wildlife Corridor Addition" would permanently protect 5 lots: APN #s 951901105 (to be acquired), 951901102, 951901401, 951902102, and 951903404 (these four to be used as match; current owner is JLT) for inclusion in the Corridor through fee - simple acquisition. You had asked whether the fee simple purchase of the project area for permanent conservation "would reduce the capacity of land suitable for development necessary to accommodate the allocated housing and employment growth, as adopted in the countywide planning policies ". All of the parcels are identified on the City's Land Use Map as "Potential Park and Open Space" This category includes areas that may have the potential to be included within a comprehensive and interconnected system of open space and trails. The P /OS (A) overlay appears in areas that could be valuable if maintained as open spaces, such as wooded areas, drainage corridors, and scenic vistas. Purchase of these properties was identified as a means of implementing the open space overlay. All five lots are zoned for residential development. In regards to residential land, the city has a theoretical carrying capacity of over 30,000 people and thus, is adequately sized to accommodate anticipated future urban growth (12,165 by 2036). While the 1996 Comprehensive Plan projected a growth rate of 2.66 %, actual annual growth has averaged less than 1 %. Given these factors, it is concluded that purchase of the project for permanent conservation would not reduce the capacity of land suitable for development necessary to accommodate the allocated housing and employment growth as adopted in the countywide planning policies. Purchase of the the parcels is consistent with the goals and policies of the City's Comprehensive Plan. We are pleased to see it recommended for preservation and are hopeful that the Commissioners approve the application. Please feel free to contact me at (360) 379 -5084 with any questions Sincerely, J Judy Surber Senior Planner/Planning Manager ��sau Cp JEFFERSON COUNTY DEPARTMENT OF COMMUNITY DEVELOPMENT { 621 Sheridan Street, Port Townsend, WA 98368 j Web: www. co. jefferson .wa.uslcommunitvdevelonment Tel: 360.379.4450 Fax: 360.379.4451 1 Email: dod0oo.let%rson.wa.us SquareONE Resource Center I Building Permits 6 Inspections I Development Review I Long Range Planning TO: Tami Pokomy, Jefferson County Water Quality and Environmental Health FROM: Joel Peterson, Associate Planner, Community Development DATE: June 15, 2015 RE: 2015 Jefferson County Conservation Futures Program Property Acquisition and /or Operations and Maintenance Project Applications: 1. Bishop Dairy Preservation 2. Lower Big Quilcene River Riparian Protection 3. Midori Farm 4, Quimper Wildlife Corridor Addition Recommendation: In response to your inquiry of May 22, 2015, regarding 2015 Conservation Futures Projects, the Department of Community Development (DCD) has no objection to the proposed 2015 Jefferson County Conservation Futures Program Property Acquisition and /or Operations and Maintenance Projects. Based upon the following findings, DCD believes proposed acquisitions and easements would not significantly reduce the capacity of Jefferson County to accommodate planned growth, and Jefferson County would retain enough developable land to accommodate the housing and employment growth that it is expected to receive. Findings: 1. The Jefferson County Comprehensive Plan identifies goals and policies for the preservation and enhancement of open space. • Open Space Goal (OSG) 1.0 guides Jefferson County to preserve and enhance the existing open space lands, and Open Space Policy (OSP) 1.5 encourages the pursuit of public acquisition of potential parks, critical wildlife areas, and other open space lands by utilizing a variety of funding mechanisms. • Natural Resources Goal (NRG) 10.0 guides Jefferson County to conserve and protect the agricultural land base and its associated lifestyle, and Natural Resource Policy (NRP) 10.3 supports the conservation of agricultural land through tax incentive programs, the purchase or transfer of development rights, and other methods developed in cooperation with agricultural landowners and managers. NRP 10.9 Encourages the preservation of family owned farms by discouraging the conversion of these lands to other uses. • Natural Resources Goal (NRG) 1.0 guides Jefferson County to encourage the conservation of resource lands and the long -term sustainable use of natural resource -based economic activities throughout Jefferson County. NRP 1.7 guides us to consider incentive programs to support resource -based economic activities in rural areas. NRP 2.4 states, Protect the environment from cumulative adverse impacts resulting from resource management practices. 2. The proposal is consistent with the goals and policies of the Jefferson County Comprehensive Plan for the preservation and enhancement of open space. 3. None of the proposals include property in a County urban growth area. The parcels for the Quimper Wildlife Corridor are in the City of Port Townsend; and this jurisdiction uses its own population allocation. 4. The proposed projects involve the purchase of easements or acquisition of land in fee - simple of the following parcels: Bishop Dairy Preservation:Acqulsition of Easement Parcel numbers Name Zoning Approximate acreage- Potential # of Developable parcels 80101100 sop Prime Agricultural Lands AP -20 39.97 --- T-77"ar- 801011002 Name Prime Agricultural Lands AP -20 38.91 1 801011003 Poison Commercial Forest CF -80 40.19 1 80101200 ' Commercial Forest CF -80 97.61 1 80101202 Meyers F- 80 /Inholding Forest (IF40) split -zone 12.43 1 80101400 Meyers - ural Residential 1:20 RR1:20 53.73 2 821052 Hopkins ural Residential 1:20 RR3:20 [Total 10.19 1 283 .03 8 or 9 Lower Big Quilcene River Riparian ProtectionAcquisition of Easement and 0 &M Midori Farm: Acquisition of Easement and O &M Name Zoning Approximate acreage* Potential # of Parcel 95190110 Robertson Approximate Developable numbers Name Zoning acreage* parcels 70224300 Poison Rural Residential 1:10 RR 1:10 14.16 1 93270001C ]Total 14.16 1 Midori Farm: Acquisition of Easement and O &M Quimper Wildlife Corridor:Acquisition of Easement and O &M Parcel numbers Name Zoning Approximate acreage* o en a of Parcel 95190110 Robertson Approximate Developable numbers Name Zoning acreage" parcels 93270000 Meyers Rural Residential 1:5 RR 1:5 5.03 1 93270001C carar- Meyers Rural Residential 1:5 RR 1:5 4.94 1 932700087 Meyers Rural Residential 1:5 RR 1:5 5.61 1 951903 Meyers - ort Townsend R -1 (SF) 0.17 7,4 g327000g Hopkins Rural Residential 1:20 RR1:20 25.54 1 iota 41.12 Quimper Wildlife Corridor:Acquisition of Easement and O &M Parcel numbers Name Zoning Approximate acreage* Square Ft. (min. 10,000 s.f. lot) If of Developab le parcels 95190110 Robertson Port Townsend R -1 (SF) 0.46 20,038 ^ 95190110 1LT Port Townsend R -1 S .23 1 ,019 1^ 95190140 Port Townsend R -1 F) 0.2 10,019 1^ 95190210 JILT Port Townsend R -1 (SF) 0.11 4,792 0^ 951903 77 ort Townsend R -1 (SF) 0.17 7,4 0^ ITotal 1.2 Total Potential county Residences 14 "Acreage is based on county mapping and Information provided in the applications. Surveys may differ from these estimates. °A formal survey may identify the parcel as larger or smaller. As such the potential number of developable parcels may be one or two. • "Proposal includes one residence, mains total unused potential residence = 3 A Parcels are In the City of Port Towmend; and this jurisd iccion uses its own Population allocation. Please let me know if you have any questions or need additional information. Joe M. Peterson, Associate Planner S w STATE OF WASHINGTON County of Jefferson Dedication of Conservation Futures Funds to the } 2015 Quimper Wildlife Corridor (QWC) Addition } project as Authorized by and in Accordance with } RESOLUTION NO. Jefferson County Code Section 3.08.030(7) to } Provide a System of Public Open Spaces } WHEREAS, conservation futures tax levy collections, authorized under RCW 84.34.230 are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long -term protection; and WHEREAS, Jefferson County is authorized by RCW 84.34.210 and 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and WHEREAS, the Conservation Futures Citizen Oversight Committee has reviewed project applications for 2015 and made its funding recommendations to the Board of County Commissioners in accordance with Jefferson County Code Chapter 3.08; and WHEREAS, under the provisions of the Jefferson County Conservation Futures Program, the Jefferson Land Trust, as project sponsor, requests funding towards the fee simple acquisition of five parcels of forested land in Sec. 33 T. 31N, R. 1 W with Assessor's Parcel Numbers 951901105 (subject parcel), 951901102, 951901401, 951902102, and 951903404 (match parcels); and WHEREAS, the County retains enough developable land to accommodate the 2015 Quimper Wildlife Corridor Addition project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirements of Chapter 449, Laws of 2005; and WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project. NOW, THEREFORE BE IT RESOLVED that: Jefferson County hereby dedicates up to $12,626 in conservation futures funds in the 2015 funding cycle for acquisition expenses contingent on a matching contribution of fifty percent (50 %) of the total project cost. Resolution No. re: Dedication of Conservation Futures Funds to the 2015 Quimper Wildlife Corridor Addition project 2. Jefferson County hereby dedicates up to $2,000 in conservation futures funds to reimburse for operations and maintenance expenses incurred within ten years of the signing of this resolution contingent on a matching contribution of no less than the amount of conservation futures funds requested. 3. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution. APPROVED AND ADOPTED this _ day of , 2015 in Port Townsend, Washington. SEAL: ATTEST: Carolyn Avery Deputy Clerk of the Board JEFFERSON COUNTY BOARD OF COMMISSIONERS David Sullivan, Chair Phil Johnson, Member Kathleen Kler, Member STATE OF WASHINGTON County of Jefferson Dedication of Conservation Futures Funds to the } Bishop Dairy Preservation project as Authorized } by and in Accordance with Jefferson County Code } RESOLUTION NO. Section 3.08.030(7) to Provide a System of Public } Open Spaces } WHEREAS, conservation futures tax levy collections, authorized under RCW 84.34.230 are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long -term protection; and WHEREAS, Jefferson County is authorized by RCW 84.34.210 and 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and WHEREAS, the Conservation Futures Citizen Oversight Committee has reviewed project applications for 2015 and made its funding recommendations to the Board of County Commissioners in accordance with Jefferson County Code Chapter 3.08; and WHEREAS, under the provisions of the Jefferson County Conservation Futures Program, the Jefferson Land Trust, as project sponsor, requests funding towards the acquisition of a conservation easement on eights parcels of agricultural land in Sec. 1 T. 28N, R. 1 W with Assessor's Parcel Numbers 801011001, 801011002, 801011003, 801012001, 801012022, 801014001, and 821062004; and WHEREAS, the County retains enough developable land to accommodate the Bishop Dairy Preservation project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirements of Chapter 449, Laws of 2005; and WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project. NOW, THEREFORE BE IT RESOLVED that: Jefferson County hereby dedicates up to $56,225 in conservation futures funds in the 2015 funding cycle for acquisition expenses contingent on a matching contribution of ninety -four percent (94 %) of the total project cost. Resolution No. re: Dedication of Conservation Futures Funds to the Bishop Dairy Preservation project 2. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution. APPROVED AND ADOPTED this _ day of , 2015 in Port Townsend, Washington. SEAL: ATTEST: Carolyn Avery Deputy Clerk of the Board JEFFERSON COUNTY BOARD OF COMMISSIONERS David Sullivan, Chair Phil Johnson, Member Kathleen Kier, Member STATE OF WASHINGTON County of Jefferson Dedication of Conservation Futures Funds to the } Lower Big Quilcene River Riparian Protection project } As Authorized by and in Accordance with Jefferson } RESOLUTION NO. County Code Section 3.08.030(7) to Provide a } System of Public Open Spaces } WHEREAS, conservation futures tax levy collections, authorized under RCW 84.34.230 are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long -term protection; and WHEREAS, Jefferson County is authorized by RCW 84.34.210 and 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and WHEREAS, the Conservation Futures Citizen Oversight Committee has reviewed project applications for 2015 and made its funding recommendations to the Board of County Commissioners in accordance with Jefferson County Code Chapter 3.08; and WHEREAS, under the provisions of the Jefferson County Conservation Futures Program, the Jefferson Land Trust, as project sponsor, requests funding towards the fee simple acquisition of one parcel of forested land in Sec. 24, T. 27N, R. 2W with Assessor's Parcel Number 702243002;and WHEREAS, the County retains enough developable land to accommodate the Lower Big Quilcene River Riparian Protection project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirements of Chapter 449, Laws of 2005; and WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project. NOW THEREFORE BE IT RESOLVED that: 1. Jefferson County hereby dedicates up to $25,515 in conservation futures funds in the 2015 funding cycle for acquisition expenses contingent on a matching contribution of ninety-four percent (84 %) of the total project cost. Resolution No. re: Dedication of Conservation Futures Funds to the Bishop Dairy Preservation project 2. Jefferson County hereby dedicates up to $5,925 in conservation futures funds to reimburse for operations and maintenance expenses incurred within ten years of the signing of this resolution contingent on a matching contribution of no less than the amount of conservation futures funds requested. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution. APPROVED AND ADOPTED this _ day of SEAL: ATTEST: Carolyn Avery Deputy Clerk of the Board 2015 in Port Townsend, Washington. JEFFERSON COUNTY BOARD OF COMMISSIONERS David Sullivan, Chair Phil Johnson, Member Kathleen Kler, Member STATE OF WASHINGTON County of Jefferson Dedication of Conservation Futures Funds to the } Midori Farm project As Authorized by and in } Accordance with Jefferson County Code } RESOLUTION NO. Section 3.08.030(7) to Provide a System of Public } Open Spaces } WHEREAS, conservation futures tax levy collections, authorized under RCW 84.34.230 are an important means of retaining community character and accomplishing the open space policies and objectives of the Jefferson County Comprehensive Plan that encourage the coordinated acquisition of key open space lands for long -term protection; and WHEREAS, Jefferson County is authorized by RCW 84.34.2 10 and 84.34.220 to acquire open space land, agricultural and timber lands as defined in RCW 84.34.220; and WHEREAS, the Conservation Futures Citizen Oversight Committee has reviewed project applications for 2015 and made its funding recommendations to the Board of County Commissioners in accordance with Jefferson County Code Chapter 3.08; and WHEREAS, under the provisions of the Jefferson County Conservation Futures Program, the Jefferson Land Trust, as project sponsor, requests funding towards the purchase of a conservation easement on four parcels of agricultural land in Sec. 14 T. 27N, R. 2W with Assessor's Parcel Numbers 932700005, 932700010, 932700087, and 932700082; and WHEREAS, the County retains enough developable land to accommodate the Midori Farm project as well as the housing and employment growth that it is expected to receive, thus satisfying the requirements of Chapter 449, Laws of 2005; and WHEREAS, Jefferson County considers it in the best public interest to contribute financially to this open space project. NOW, THEREFORE BE IT RESOLVED that: Jefferson County hereby dedicates up to $92,806 in conservation futures funds in the 2015 funding cycle for acquisition expenses contingent on a matching contribution of fifty percent (50 %) of the total project cost. Resolution No. re: Dedication of Conservation Futures Funds to the Bishop Dairy Preservation project 2. Jefferson County hereby dedicates up to $1,820 in conservation futures funds to reimburse for operations and maintenance expenses incurred within ten years of the signing of this resolution contingent on a matching contribution of no less than the amount of conservation futures funds requested. 3. This dedication of funding may be nullified if a submittal for reimbursement, accompanied by documentation of matching funds sufficient to complete the acquisition, is not received from the sponsor within three years of the signing of this resolution. APPROVED AND ADOPTED this _ day of SEAL: ATTEST: Carolyn Avery Deputy Clerk of the Board 2015 in Port Townsend, Washington. JEFFERSON COUNTY BOARD OF COMMISSIONERS David Sullivan, Chair Phil Johnson, Member Kathleen Kler, Member