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Regular Agenda Public 615 Sheridan Street Port Townsend, WA 98368 www.JeffersonCountyPublicHealth.org June 02, 2020 JEFFERSON COUNTY BOARD OF COUNTY COMMISSIONERS AGENDA REQUEST TO: Board of County Commissioners Philip Morley, County Administrator FROM: Pinky Mingo, Environmental Public Health Interim Director Tami Pokorny, Natural Resources Program Coordinator DATE: June 8, 2020 SUBJECT: Agenda Request: Presentation of Conservation Futures Citizen Oversight Committee Funding Recommendations for 2020 STATEMENT OF ISSUE: Public Health and Conservation Futures Citizen Oversight Committee (CF Committee) Chair Joanne Pontrello request an opportunity to present the Committee's funding recommendations for 2020. ANALYSIS/STRATEGIC GOALS: The eight project applications for conservation futures funding were received in 2020: 1. Arlandia 2. Carleson Chimacum Creek O & M 3. Duckabush Floodplain O & M 4. Hannan Farm 5. Quilcene Headwaters to Bay Preservation (2020) 6. Ruby Ranch Preservation (2020) 7. Snow Creek Watershed O & M 8. Upper Tarboo Wetlands Acquisition and Restoration The combined total request for this year is $381,362. Conservation Futures Funds available to projects in 2020 equal $285,000. At its April 28' meeting, the CF Committee decided that all five of the capital acquisition projects are worthy of funding. Due the limited funds available, the members recommend that the two projects which previously received CF funding — Quilcene Headwaters to Bay (2020) and Ruby Ranch 2020 — be awarded full funding, the Upper Tarboo Creek Wetlands Acquisition and Restoration project receive $110,000, and the Arlandia project receive the remaining funds, $52,138. 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 Community Health Environmental Public 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 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." Public Health will separately request that the BoCC hold a public hearing on the eight applications in coming weeks. The applications themselves will be included with that briefing packet as well and may be viewed online at htty://www.co.iefferson_ wa.us/commissioners/Conservation/conservation.asn. FISCAL IMPACT: Costs for the presentation are negligible. RECOMMENDATION: Review the eight project proposals brought forth by the CIF Committee, hear the Chair's presentation of the Committee's recommendations, and ask questions. REVIEWED BY: Community Health Environmental Public 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 2020 Conservation Futures Application Summaries 1. Arlandia, $60,000 towards the acquisition of a conservation easement on three parcels of rural residential land totaling approximately 27.7 acres to protect a perennial tributary to Tarboo Creek and forested wildlife habitat. Proposed match is $220,000 in donated easement value from the landowners. The project applicant and sponsor is Jefferson Land Trust. Project locations: S32 T28N R1W, S5 T27N R1W and S33 T28N R1W. 2. Carleson Chimacum Creek O & M, $5,000 towards the operations and maintenance of a 5-acre property along Chimacum Creek acquired in part with Conservation Futures Funds awarded in 2012 (Illahee Preserve), to support ongoing stewardship work. This property is open to the public for general use. Objectives include maintaining trails, replacing signage and protecting creek -side soils. Proposed match is a $5,000 cash contribution from Jefferson Land Trust. The project applicant and sponsor is Jefferson Land Trust. Project location: S34 T30N R1W. 3. Duckabush Floodplain O & M, $5,000 towards the operations and maintenance of a 40.5-acre property acquired in part with Conservation Futures funds awarded in 2013 and containing Duckabush River shoreline (Duckabush Oxbow and Wetlands Preserve), for ongoing stewardship, plantings and signage. This property is open to the public for general use. Proposed match is a $5,000 cash contribution from Jefferson Land Trust. The project applicant and sponsor is Jefferson Land Trust. Project location: S17 T25N R2W. 4. Hannan Farm, $50,000 towards the acquisition of a conservation easement on one parcel of residential and agricultural land totaling 115.8 acres along the east fork of Chimacum Creek approximately four miles south of Chimacum. Objectives include protecting scenic values, prime agricultural soils and supporting habitat improvements along the creek. Proposed match is a WWRP Farmland Preservation grant of $260,000 and $250,000 from the Navy REPI Program. Jefferson Land Trust is the project sponsor and applicant. Project location: S3 T28N R1W. 5. Quilcene Headwaters to Bay Preservation (2020), $74,649 (in addition to $118,351 awarded in 2019) towards the purchase of a conservation easement on 79.95 acres along Jakeway Creek north of Quilcene Bay to protect wildlife habitat, farmland and forests. The proposed match to the updated Conservation Futures Fund contribution total of $193,000 is $275,000 from the Navy REPI Program and a $57,000 cash donation. Jefferson Land Trust is the project sponsor and applicant. Project location: S18 T27N R1W. 6. Ruby Ranch Preservation (2020), $48,213 (in addition to $60,000 awarded in 2018) towards the acquisition of a conservation easement on two parcels of residential and agricultural lands totaling approximately 60 acres in Beaver Valley to protect agricultural lands. Proposed match to the new Conservation Futures Fund contribution total of $108,213 is $284,130 from the Navy REPI Program. Jefferson Land Trust is the project sponsor. Joseph and Val Goularte are the project applicants. Project location: Sections 25 & 36 T29N R1W. 7. Snow Creek Watershed O & M, $10,000 in operations and maintenance funding towards invasive species control, a section of perimeter fencing, and to resolve two boundary line challenges for a 73-acre property acquired in part with Conservation Futures Funds awarded in 2014 (Snow Creek Forest Preserve). Proposed match is a $10,000 cash contribution from Jefferson Land Trust. The project applicant and sponsor is Jefferson Land Trust. Project location: S2 T28N R2W. 8. Upper Tarboo Wetlands Acquisition and Restoration, $128,500 towards the fee simple acquisition of three parcels, 14.5 acres, of rural residential and forested wetlands in the Tarboo Creek watershed in order to fill a gap in conservation ownership to protect the wetland and stream corridor. Proposed match is $508,000 from the National Coastal Wetlands Conservation Program. The project applicant and sponsor is Northwest Watershed Institute. Project location: S17 T28N RIW. 615 Sheridan Street Port Townsend, WA 98368 www.JeffersonCountyPublicHealth.org Public Hea To: Jefferson County Board of Commissioners From: Joanne Pontrello, Chair Conservation Futures Citizen Oversight Committee Date: June 2, 2020 Subject: Conservation Futures Citizen Oversight Committee — 2020 Funding Round Recommendations Each year, as authorized in RCW 84.34 and by the direction of the Jefferson County Board of County Commissioners, the Conservation Futures Citizen Oversight Committee (CF Committee) receives applications from the community to fund projects that will conserve open space lands within the county for future use and enjoyment by county residents. This past March, the CF Committee received eight applications for consideration, and I'm pleased to present our recommendations for funding. Three applications seek operations and maintenance funding (only) to support properties previously acquired using Conservation Futures funds. Two request additional funding for previously approved projects. The remaining three applications request to fund protections at new project locations. Up to $285,000 from the Conservation Futures Fund are available to award in 2020. The total request for funding is $381,362. After sponsors presented each project during our April 7t' CF Committee meeting, members reviewed the written applications and site visit videos. Each person then separately scored the projects on a set of 14 questions in order to assess the merits of protecting each property for open space and its likelihood of project success. The project ranking, as determined by the scores alone, was reviewed, discussed, and confirmed at the April 28t' meeting when each of the capital acquisition projects were also declared worthy of funding. Recommended funding levels were also developed after lengthy discussion. During the meeting, the CF Committee recognized the need to further refine how O & M projects are evaluated, and a subcommittee met on May 28t' to begin the process. 1. Upper Tarboo Creek Wetlands Acquisition and Restoration: received 304.42 out of a possible 371 points (82.1%). Recommended funding level: $110,000 2. Ouilcene Headwaters to Bay Preservation (2020): received 277.25 out of a possible 371 points (74.7%). Recommended funding level: $74,649 (in addition to the $118,351 awarded in 2019). 3. Arlandia: received 275.92 out of a possible 371 points; (74.4%). Recommended funding level: $52,138 4. Ruby Ranch Preservation (2020): received 273.83 out of a possible 371 points (73.8%) Recommended funding level:$48,213 (in addition to the $60,000 awarded in 2018) Community Health Environmental Public 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 5. Duckabush Floodplain O & M: received 272.17 out of a possible 371 points (73.4%). Recommended funding level: $0 6. Snow Creek Watershed O & M: received 269.92 out of a possible 371 points (72.8%). Recommended funding level: $0 7. Hannan Farm: received 269.42 out of a possible 371 points (72.6%). Recommended funding level: $0 8. Carleson Chimacum Creek O & M: received 265.67 out of a possible 371 points (71.6%). Recommended funding level: $0 Thank you for your consideration of the CF Committee's recommendations for the 2020 funding cycle. If you have questions, please contact me at pontrello@gmail.com or Tami Pokorny at tpokomyyAco.j efferson.wa.us. Community Health Developmental Disabilities 360-385-9400 360-385-9401 (f) Always working for a safer and healthier community Environmental Public Health Wafer Qualify 360-385-9444 (f) 360-379-4487 SON Jefferson County Conservation Futures (JCCF) Citizen Oversight Committee DRAFT Ratings Meeting Summary �SN1 NG' April 28, 2020 4pm — 6pm Remote access only (Zoom) * Decisions and action items are indicated in bold font. Members Present: Phil Andrus, District 2; Mary Biskup, District 1; Scott Brinton, Interest — Agriculture; Lige Christian, District 3; JD Gallant, District 3; Rob Harbour, Interest — Working Lands; Richard Jahnke, Interest — Coastal Areas; Joanne Pontrello, Chair, District 2; Linda Saunders, Interest — Historical/Cultural; Dave Seabrook, Vice Chair, Interest — Food Security; Craig Schrader, Interest — Climate Change; Lorna Smith, Interest — Ecotourism; Dave Wilkinson, District 1 Members Absent: Scott Brinton, Interest —Agriculture County Staff Present: Tami Pokorny, Environmental Public Health Guests Present: Peter Bahls Call to Order: Chair Joanne Pontrello called the meeting to order. Welcome and Introductions III. Approval of Minutes: Richard Jahnke moved to approve the minutes from the September 9, 2019 JCCF Meeting; Mary Biskup seconded. The minutes were accepted by consensus. The minutes from the March 30, 2020 minutes had some corrections and will be sent back to the group for review. IV. Review of Agenda: Phil Andrus moved to change the order of the agenda so that New Business came before Old Business; Rob Harbour seconded. The motion passed unanimously. V. Guest Observer comments: None VI. New Business A. Review of Appearance of Fairness Forms http://www.co.oefferson.wa.us April 28, 2020 DRAFT Meeting Summary The forms showed no issues. Lorna Smith and Dave Seabrook still needed to send their forms to Tami Pokorny, but asserted they had no conflicts of interest. B. Review Project Selection Process (Program Manual pg. 4) Joanne Pontrello reviewed the process, which involved confirming that each of the projects scored at least 70%, and then going over the project scores and rankings. The project score sheet has a total possible 371 points. Tami went over the final scores with the group. C. Presentation of Composite Scores The projects scored and ranked as follows: 1. Upper Tarboo Creek Wetlands Acquisition and Restoration: received 304.42 out of a possible 371 points; scored 82.1% 2. Quilcene Headwaters to Bay Preservation (2020): received 277.25 out of a possible 371 points; scored 74.7% 3. Arlandia: received 275.92 out of a possible 371 points; scored 74.4% 4. Ruby Ranch Preservation (2020): received 273.83 out of a possible 371 points; scored 73.8% 5. Duckabush Floodplain O & M: received 272.17 out of a possible 371 points; scored 73.4% 6. Snow Creek Watershed O & M: received 269.92 out of a possible 371 points; scored 72.8% 7. Hannan Farm: received 269.42 out of a possible 371 points; scored 72.6% 8. Carleson Chimacum Creek O & M: received 265.67 out of a possible 371 points; scored 71.6% The group discussed the disparity between the available $285,000 funds and the total projects request of $381,362, and various distribution options. Tami confirmed that there were adequate funds available for O & M allocation, but these must be subtracted from the amount available. Phil Andrus and Lige Christian advocated for prioritizing acquisition over O & M projects, particularly over Snow Creek Watershed O & M, because the Jefferson Land Trust (JLT) has committed to supporting all easements and acquisitions with their stewardship fund. The JILT stewardship fund is designated for stewardship and legal defense, but part of the funds for Snow Creek were requested for obtaining legal counsel. The Committee agreed, and discussed the merits and timelines of all projects. D. Develop Funding Recommendations Phil Andrus moved that Upper Tarboo Creek Wetlands Acquisition and Restoration, Quilcene Headwaters to Bay Preservation (2020), Arlandia, Ruby Ranch Preservation (2020) and Hannan Farm were all worthy of funding; Lige Christian seconded. The JCCF voted all in favor; the motion passed unanimously. The group discussed how to partially fund the Upper Tarboo Creek Wetlands Acquisition and Restoration, favoring two of the three parcels included in the proposal. Lige stated that the position of Tarboo at the headwaters of Tarboo Creek was very important to the project's ecological impact. JD Gallant advocated for following the project ranking. Phil Andrus moved to fully fund Quilcene Headwaters to Bay Preservation (2020) and Ruby Ranch Preservation (2020); Mary Biskup seconded. The JCCF voted all in favor; the motion passed unanimously. Phil Andrus moved to fund Upper Tarboo Creek Wetlands Acquisition and Restoration to a total of $110,000; Richard Jahnke seconded. Linda Saunders made a friendly amendment to allocate the remaining $52,138 to Arlandia; Phil Andrus and Lige Christian accepted the amendment. The JCCF voted all in favor; the motion passed unanimously. Phil Andrus moved that the JCCF write a letter to the Hannan family and the Land Trust that they are very sympathetic to the Hannan Farm project, and would very much like to see the application again in 2021. Lige Christian seconded. David Wilkinson commented that he would rather not single out one project with a letter. Lige agreed and suggested writing a letter in favor of the project to the JLT and let the JLT interact with the Hannan family. Phil Andrus withdrew his motion. Lige Christian moved that the JCCF write to the Land Trust that they were impressed with the Hannan project, and hoped that the Land Trust would continue to pursue the project. Phil Andrus seconded. The JCCF voted all in favor; the motion passed unanimously. With respect to the O & M projects, Lorna Smith clarified that the JCCF took issue with the Snow Creek Watershed O & M project because the Committee did not support funding the legal fees for the project. She stated that the project itself had tremendous value. Phil requested putting the O & M project issue on the agenda for the next meeting to determine whether they should be evaluated based on the merit of the project as a whole, or only as the O & M portion of the project. The Committee agreed. VII. Old Business A. Annual Reports The JCCF briefly discussed the reports requested from project sponsors. Lorna Smith suggested that the Committee invite the sponsors to present at a future meeting. The group agreed to table further review of the Annual Reports to the next meeting. B. Subcommittee Reports Richard Jahnke sent out a brief summary of the subcommittee on climate change and long-term monitoring reports. The subcommittee drafted some tentative language for the score sheet and application on climate change, and discussed possibilities for long-term monitoring. Mary Biskup suggested scheduling a meeting for changes to the score sheet. Joanne Pontrello requested that the group write down their ideas for changes to the score sheet, including climate change additions, and send them to Tami Pokorny as soon as possible. The group agreed. VIII. Next Meeting A JCCF subcommittee eeting was scheduled for May 20, 2020 at 4:00 PM. The meeting will address the score sheet and annual reports, and include participation by Erik Kingfisher, stewardship director for Jefferson Land Trust. XI. Adjournment Phil Andrus moved to adjourn the meeting; Rob Harbour seconded. The Committee voted all in favor. ARLANDIA Scan ns SCORE MuwPosur Total Notes Subtotal MultlpUer 12 Scorers To what degree does the project leverage contributions for 3,2,1 See score sheet 1 acquisition from groups.agencies or Individuals? for details 5 0 31 5 155 ro what degree does the project sponsor commit to provide long- 1,3,5 See score sheet 2 term stewardship for the proposed project? for details 10 0 59 10 590 To what degree has the project sponsor demonstrated effective 0,1,3,5 See score 3 long-term stewardshl ofaslmllarproject? sheetfordetaIN 1 60 1 60 1,3,5 See score sheet _ _0 _ 4 To what degree Is the acquisition feasible? for details 5 01 601 5 300 To what degree Is the project part of an adopted open space, conservation, or resource preservation program or plan, or 5 Identified In a community conservation effort? 1-5 Sliding Scale 4 0 56 4 224 To what degree does the project conserve opportunities which are 6 otherwlsa Iasi or threatened? 1-5 Slldln Scale 6 0 51 6 306 Are the conservation values of the proejct commensurate with or 7 greater than the amount of CF funds requested? 0-5 Sliding Scale 10 0 54 10 540 To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? (Points 6 awarded In part based on level of documentation.) Score each el—ot State of Washington Priority Habitat and/or State or Federal 8a End, erect Threatened or Sensitive s cie% 0-3 3 0 18 3 54 8b Variety of native flora &fauna 0-3 _ 1 3 0 33 1 99 Bc Provides wildlife corridor or migration route 0-3 3 0 33 3 99 Current owner participates In conservation programs that enhance 8d wildlife habitat 0-3 3 0 23 3 69 To what degree does the project protect habitat for anadromous 9 fish species? 0-5 3 0 41 3 123 To what degree does the project preserve farmland for agricultural 10 use? 0 10a Likely will maintain active agricultural use 0-3 4 0 0 4 0 Current owner has a record of Implementing management practices that preserves and/or enhances soil, water quality, watershed 10b function and wildlife habitat. 0-3 4 0 9. 4 36 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife 10c habitat D-3 4 0 10 41 40 ro what degree does the project preserve forestland for sllvicuitural 11 use? Score each element 0 11a Likely will maintain forestland for active sllvlcultural use, 0-3 4 a 27 4 108 Current owner has a record of Implementing management practices that preserves and/or enhances soil, watershed function and 11b wildlife habitat. 0-3 4 0 30 4 120 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife 11c habitat. 0-3 4 01 32 4 128 12 TO what de fee does the project mrva: Score each element 12a A significant benefit area? 0-3 4 0 29 4 _ 116 Is the project located In an area that Is under -represented by CF _ 12b funded projects? 0-3 4. 0 5 4 20 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/or serve as a general Pick ONE of the four 13 community resource? options Public access, with planned or edcuationai/Interpretive displays and 13a materials, events or activities? 5 4 01 4 Limited public access, available for signage and educational 13b materials. 3 4 0 30 4 13c Remote location 1 4 _ 0 1 4 13d Nonpip-t—Ity 0 4 0 4 124 To what degree does the project preserve historic or culturally Pick ONE ofthe four 14 sl nificant resources? o dons _ Project Is registered with the National Register of Historic Places, or 14a anequivalent program. 3 3 0 3 14b Project Is recognized locally as having historic or cultural resources, 2 3 0 1 3 Project Is adjacent to and provides a bufferfor a historic or cultural 14c site. 1 3 0 3 14d _ None or the above. a 3 0 0 3 0 GRAND TOTAL 3311. 27SM6667 CARLSON CHIMACUM CREEK O & M 6pINn risen 941011E NWhI I'rr Total Notes Subtot4l Multiplier 125coren 1 To what degree does the project leverage contributions for acquisition from eu a c w Individuals? 3,2,1 See more sheet for details 5 0 25 5 125 2 —5 To what degree does the project sponsor commit to provide long-term steward for the ro ed oert7 I„d,5 See no —beet for details 10 0 60 10 600 1 To what degree has the project sponsor demonstrated effective long-term stewardship of a similarproject? 0,1,3,5 See score sheet for deta8s 1 0 G0 1 60 4 T. wh.t de Me it the oleltiotl f—tale? 43,5 See crate %heel fw detail S 0 59 5 290 5 To what degree Is the project part of an adopted open space, conservation, or resource preservatlon program or plan, or Identified In a community mhsurvelren:Holt] 1-5 Skiln Scale 4 0 56 4 232 6 To what degree does the project conserve opportunities which are otherwise lost or threatened] lldin Scale 1-5Sliding 6 d 41 6 246 7 Are the conservation values of the pmejct commensurate with or greater than the amount of Cr funds requested? 0-S Sliding Scale10 0 45 10 450 B To what degree does the project preserve habitat for Flora and fauna other than habitat for anadromous fish species? (Points awarded In partbased on levd of docummlatlnn. Scote oath element Be State of Washington Priority Habitat and/or State or Federal Endangered, Thwtplled or SemtNlye axles 0-3 3 0 30 3 90 gh Variety of native flora & fauna G3 9 0 32 3 90 Bc Provides wildlife corrldororm ration route p•3 3 0 33 3 99 Ed Current owner particlpates In conservation programs that enhance wildlife habitat 0-3 B . 36 3 106 9 To what d ree does the project protect habitat for anadromous fish s ecles? 0-S 3 Q 53 3 259 10 To what 41tgpft daes the ect curve Farmland fora rkwitorml uw? S0e Llkp wig matntaln artivn a eiiullUNA UM 03 4 0 0 4 0 10h Current owner has a record of Implementing management practices that preserves and/or enhances soli, water quality, watershed function and wildlife habltat 0-3 4 0 6 A 24 10c Property acquisition or proposed easement will likely preserve and/or ualit watershed function and wildlife habitat- enhance soli waterquality 0.3 4 0 3 4 12 11 Towhatd eedoes the a t eserveforestland for sllvlcultural use? Score oath damem lia Likely Will maintain forestlandforactive sllvlculturaluse. Oa 4 0 0 4 r1 11b Current owner has a record of Implementing management practices that reserves andor enhances soll. watershed function and wildlife habitat. D3 4 0 30 4 120 11c N uperly acqululion of proputcd a414m4n1 will likely preserve and/or enhancewt w,nmr pylta watershed fnnc0onand wildlife h.blwt. 0-3 4 0 27 At 108 32 To what de ree does the ro ect serve: Smre tech clement 12a A ifltanl htleltlllt arp'1 P3 A 0 29 4 116 12h Is the project located In an area that Is under -represented by CF funded plojqctO 0-3 4 0 5 4 20 13 To what degree will the acqulsltlon provide eduwtlonal opportunities, Inte retive o ortunitles, and or serve as a eneral corn resource? Plc' ONE of the four o tlons 2.3. Public access, with planned or rd4rallonel/ialprprauup dtlplayr 4ad mM.11alk events.—ifiltel7 S 4 O SO 4 13b Limited public access, available for sl na a and educational materials. 3 4 0 fi 4 13c JR—te location 1 A 0 4 13d No o rt 0 0 4 124 14 To what degree does the project preserve historic or culturally significant rewurces2 Pick onef the four uption. 14a Project Is registered with the National Register of Historic Places, or an equivralent Proiralm. at I 3 0 3 14b Project is rem mired locally as having historic or cultural resources. 2 3 0 2 3 14c Prolock is ad aeent to and provides a buffer for a hl*jrlc or cultural It". 1 3 O 1 3 14d Hone of the above. 9 31 01 9 GRAN. TOTAL 3186 265.6667 DUCKABUSH FLOODPLAIN O & M Scoring Options SCORE Mult4iller Total Notes Subtotal Multiplier 12 Scorers To what degree does the project leverage contributions for 3,2,1 See score sheet for acquisition from groups, agencies or Individuals? details 5 0 28 5 140 To what degree does the project sponsor commit to provide long- 1,3,5 See score sheet for term stewardship for the proposed project? details 10 0 60 10 600 To what degree has the project sponsor demonstrated effective 0,1,3,5 See score sheet for long-term stewardship of a similar project? details 1 01 601 1 60 1,3,5 See score sheet for To what degree Is the acquisition feasible? details 5 0 53 9 265 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? 1-5 Sliding Scale 3 4 0 54 4 216 To what degree does the project conserve opportunities which are otherwise lost or threatened? 1-5 Sliding Scale 6 0 37 6 222 Are the conservation values of the proejct commensurate with or greater than the amount of CF funds requested? 0-5 Sliding Scale 30 0 54 30 540 To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? (Points awarded In part based on level of documentation.) Score each element State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive species 0-3 3 0 33 9 99 Variety of native flora & fauna 0-3 3 0 33 3 99 Provides wildlife co"Worw migration route 0-3 3 _ 0 33 3 99 Current owner participates In conservation programs that enhance wildlife habitat 0-3 3 0 36 3 108 To what degree does the project protect habitat for anadromous fish species? 0-5 3 01 57 3 171 To what degree does the project preserve farmland for agricultural use? Likely will maintain active agricultural use 0-3 4 0 0 4 0 Current owner has a record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat. 0-3 4 0 6 4 24 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat, 0.3 4 0 6 4 24 To what degree does the project preserve forestland for sllvlcultural use? Score each element Likely will maintain forestland for active sllvlcultural use. 0-3 4 0 0 4 0 Current owner has a record of Implementing management practices that preserves and/or enhances soil, watershed function and wildlife habitat. 0-3 4 0 31 4 124 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. 0-3 4 0 31 4 124 To what degree does the project serve: Score each element A significant benefit area? 0-3 4 0 33 4 132 Is the project located in an area that Is under -represented by CIF funded projects? 0-3 4 0 0 4 0 To what degree will the acquisition provide educational _ opportunities, Interpretive opportunities, and/or serve as a general community resource? Pick ONE of the four options Public access, with planned or edcuatlonal/Interpretive displays and materials, events or activities? 5 4 0 45 4 Limited public access, available for slgnage and educational materials. 3 4 0 9 4 Remote location 1 4. 0 4 No opportunity 0 4 0 4 _ 216 To what degree does the project preserve historic or culturally sIgniflca nt mwurcas? Pick ONE of the four options 0 Project is registered with the National Register of Historic Places, or an equivalent program. 3 3 0 0 3 Project Is recognized locally as having historic or cultural resources. 21 0 0 3 Project Is adjacent to and provides a buffer for a historic orcultural site. 1 3 0 1 3 None of the above. 0 3 0 0 3 3 GRANDTO 3266 272.1667 HANNANFARM Scoria O Lone. SCORE. MWtlIler Total Notes Subtotal Multiplier 12 Scorers To what degree does the project leverage contributions for acquisition from groups, 1 agencies or Individuals? 3 See score sheet for details 9 0 36 5 180 To what degree does the project sponsor commit to provide long-term stewardship for the 2 RMLLSeclpro ect7 l 3.5 See score sheet for detalls 30 0 58 10 590 To what degree has the project sponsor demonstrated effective long-term stewardship of 3 a similar project? 0 13 5 See score sheet for details 1 01 60 1 60 4 To what degree Is the acquisition feasible? 13 See score shoot for decade 5 0 40 5 200 To what degree Is the project part of an adopted open space, conservation, or resource preservation program or plan, or Identified In a 5 community conservation effort? 1-5 Sliding Scale 4 0 43 4 172 To what degree does the project conserve opportunities which are otherwise lost or 6 threatened? 1-5 Sliding Scale 6 0 1 48 6 288 Are the conservation values of the proejct _ commensurate with or greater than the amount 7 9f CIF funds requested? 0-5 Sliding Scale 101 0 531 10 530 To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? (Points awarded In part 8 ba9d m kwel of documantation-) Score each element. State of Washington Priority Habitat and/or State or Federal Endangered, Threatened or Sensitive Ba species 0-3 3 0 1 31 3 93 Sh Variety of native flora &fauna 0-3 3 0 2B 3 84 8c Provides wildlife corridor or migration route 0-3 3 ❑ 33 3 99 Current owner participates In conservatlon Sd programs that enhance wildlife habitat 0-3 3 0 30 3 90 To what degree does the project protect habitat 9 for anadromous fish s ecles? 0-5 3 0 44 3 132 To what degree does the project preserve 10 farmland for agricultural use? 10a Likely will maintain active agricultural use 0-3 4 0 35 4 140 Current owner has a record of Implementing management practices that preserves and/or enhances soil, water quality, watershed function 106 and wlldllfe h-Wat 0.3 4 0 28 4 112 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, 10c walershed function and wildlife hatritat- 0-3 41 0 301 4 120 To what degree does the project preserve 11 forestland for slivlcultural use? $Cure each Clement Likely will maintain forestland for active Sla allviaultural use-. 0-3 4 0 3 4 12 Current owner has a record of Implementing management practices that preserves and/or enhances soil, watershed function and wildl Ile llb habitat. 0-3 4 0 4 4 16 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, 11s watershed function and wildlife habitat- 0-3 41 ❑ 1 4 4 16 12 1 To what degree does the project serve: Score each element _ 12a A sI nifirart btnef t Arta? 0-3 4 0 32 4 120 Is the project located In an area that Is under- 12b re resented by CF funded projects? 0-3 4 0 4 4 16 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/or serve as a general 13 community resource? Pick ONE ofthe four o bons Public access, with planned or edcutional/Interpretive displays and materials, 13a events or activities? 5 _ _ _ 4J 0 4 umitud public access, available for slgnage and 13b educational matmiaK 3 4 0 35 4 13c Remote location 1 4 0. 2 4 13d No opportunity 0 4 0 1 4 72 To what degree does the project preserve historic 14 or CUItUrafly sl nIAMI res URM? Pick ONE of the four options Project Is registered with the National Register of 14a Historic Places, or an equivalent program, 3 3 0 30 3 Project Is recognized locally as having historic or 14b JwItural resources. 2 3 0 0 3 Project Is adjacent to and provides a buffer for a 14c historic or cultural site. 1 _3 0 1 3 14d None ofthe above- 0 3 0 0 31 93 GRAND TOTAL 1 3233 269.4166667 QUILCENE HEADWATERS TO BAY PRESERVATION 2020 Scorin O dons SCORE Multiplier Total Notes 5u1stomis Mul! li. 125erHdtf To what degree does the project leverage contributions for 1 acquisition from grouias,agencies or Individuals? 3 1 See score sheet for details 5 0 30 5 150 To what degree does the project sponsor commit to provide 2 I.. —tam smwmdshfp for lho 0 oscd procri? 1 1pascore thret for cle lit 10 0 56 10 S60 To what degree has the project sponsor demonstrated 3 eflodh. lc -term 0—rdsht of a sbrdlar IpMaa? 0 WA Stes a sheel for dnla6 11 al 561 1 56 4 To what degree Is the ar. uiaitlan fcasble7 1 3 5 See score sheet for details 5 0 421 5 210 To what degree Is the project part of an adopted open space, conservatlon, or resource preservation program or plan, or 5 id -tined In 4 cosrmtun cons¢ Don alfort? 1-5 511"g Scale 4 0 49 4 196 To what degree does the project conserve opportunities 6 which are otherwise lost or threatened? 1-5 Sliding Scale a 6 46 6 276 Are the conservation values of the proejct commensurate 7 with or rester than the amount of CF funds requested? 0-S Sliding Scale 10 0 49 30 490 To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? g. Paints awarded In part based on level of documentation, Score each element State of Washington Priority Habitat and/or State or Federal Sa Endan atd I lueatcned nr 50n0Ma_F3rcclas 0.3 3 0 32 9 96 8b Va rIeU of native flora&fauna 0-3 3 0 52 3 96 gc Pravklat wlMllfe corrM4r or mWation roll. D-3 3 0 33 i 9g Current owner participates In conservation programs that ad enhance wildlife habitat D-3 3 0 sl 1 15 To what degree does the project protect habitat for 9 an4dmmout Ara ipe,foZ 45 3 0 35 3 105 To what degree does the project preserve farmland for 10 . cultural use? 3 30a Likely rrili Milhdeht acave P01WIttimt use 63 4 Pi 33 4 132 Current owner has a record of Implementing management practices that preserves and/or enhances soil, water quality, 10b Watershed funcrron and w91dilfe habltot. 0-3 4 0 23 4 92 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed 10e function and Wildlllu h4bil41. 0.3 4 0 27 4 104 To what degree does the project preserve forestland for 11 slNlcultural use? Score each element 114 I.Llmly will maintain forestland for active sllvlcultural use. 0-3 4 of 29 4 116 Current owner has a record of Implementing management Practices that preserves and/or enhances soil, watershed 116 lunnion and wildllfa h.hRat. 0-3 4 O 27 4 106 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed 11t funcUan and wddkfa IreWlat. D-3 4 0 31 4 124 12 To what a does Ilue at— Scare each el-.,L 12a Asl incanl beimfR amm? lhi 4 0 3D 4 120 Is the project located In an area that Is under -represented by 12h CF fundedprojects? 0-3 4 0 23 4 92 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/or serve as a 13 nnen[mmmunl +eaoearxd Pick ONC of the four opUnrq Public access, with planned or eduuatlonal/Interpretive 13a Als-la sand nsapxWs Naffs MadWities7 5 41 01 01 4 Limited public access, available for slgnage and educational 136 materials. } 4 0 1S 4 13c Kernel. loam" 1 4 0 5 4 13d No a ori-It _ 0 4 0 0 4 g0 To what degree does the project preserve historic or 14 -It—lPe significant rosoumes7 Pick ONE of the four o tions Project Is registered with the National Register of Historic 14. Plea arona uivakal ra ram. 3 ! 0 3 Project Is recognized locally as having historic or cultural 14b resaareat 2 3 ol 1 2 9 Project Is adjacent to and provides a buffer for a historic or 14c culturalsite, 1 3 0 3 144 None of the above- 0 ] 0 tl il 6 6RAdiOTOTAI 3322 a77.25 RUBY RANCH 2O20 Scoring Options SCORE Multiplier Total Notes To what degree does the project leverage contributions for 1 acquisition from groups, agencies or individuals? 3,2,1 See score sheet for details 5 0 33 5 165 To what degree does the project sponsor commit to provide 2 iong-term stewardship for the proposed project? 13,5 See score sheet for data Is 10 0 56 10 560 To what degree has the project sponsor demonstrated 3 effective long-term stewardship of a similar ro ect? 0,1 3 5 See score sheet for details 1 D 58 1 58 4 To what degree Is the acquisition feasible? 1,3,5 See score sheet for details 1 5 0 53 5 265 To what degree Is the project part of an adopted open space, conservatlon, or resource preservation program or plan, or 5 Identified In a community conservation effort? 1-5 Sliding Scale 4 0 46 4 184 To what degree does the project conserve opportunities 6 which are otherwise lost or threatened? 1-5 Sliding Scale 6 0 47 6 282 Ale the conservation Values of the preejct commensurate 7 with or greater than the amount of CF funds requested? 0-5 Sliding Scale 10 0 55 10 550 To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? 8 (Points awarded In part based on level of documentation.) Score each element State of Washington Priority Habitat and/or State or Federal 8a Endangered, Threatened or Sensitive species 0-3 3 0 31 3 93 8b Variety of native flora & fauna 0-3 3 01 30 3 9D 8c Provides wildlife corridor or migration route 0-3 3 0 34 3 102 Current owner participates In conservation programs that 8d enhance wildlife habitat 0-3 _ 3 0 29 3 87 To what degree does the project protect habitat for 9 anadromous fish species? 0-5 3 0 48 3 144 To what degree does the project preserve farmland for 10 agricultural use? 10a Likely will maintain active agricultural use 0-3 4 0 35 4 140 Current owner has a record of implementing management practices that preserves and/or enhances soil, water quality, 10b watershed function and wildlife habitat. 0-3 41 0 31 4 124 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed 10cl function and wildlife habitat. 0-3 4 4 31 4 124 JTo what degree does the project preserve forestland for 11 sllvicultural use? Score each element 0 lla Likely will maintain forestiand for active sllvicultural use. 0-3 4 0 7 4 28 Current owner has a record of Implementing management practices that preserves and/or enhances soil, watershed 11b function and wildlife habitat. 0-3 41 0 8 4 32 Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed 11c function and wildlife habitat. 0-3 4 0 12 4 48 12 To what degree does the project serve: Score each element 12a Aslgniflcantbenefit area? 0.3 4 0 32 4 128 Is the project located In an area that Is under -represented by 12b CF funded projects? 0-3 4 0 0 4 0 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/or serve as a 13 genaral community resource? Pick ONE of the four options Public access, with planned oredcuational/Interpretive 13a displays and materials, events or activities? 5 4 0 4 Limited public access, available for signage and educational 13b materials. 3 4 0 18 4 136 Remote location 1 4 0 1 4 13d No opportunity 0 4 0 0 4 76 To what degree does the project preserve historic or 14 culturally significant resources? Pick ONE of the four options Project Is registered with the National Register of Historic 14a Places, or an ecluivalent program. 3 3 01 01 3 Project Is recognized locally as having historic or cultural 14b resources. 1 2 3 0 2 3 Project Is adjacent to and provides a buffer for a historic or l4c cultural site. 1 3 0 0 3 14d None of the above. 0 3 0 0 3 6 NDT GRA 3286 273.8333 SNOW CREEK WATERSHED O & M Sradh uana $CORE Multiplier T4lal Not" SuMot4H MUM lei TOTALS 12 Sc0" To what degree does the project leverage contributions for 1 Kqui.1can from ro,p,, g.irde. or indlvlduds? 3.2,1See score sheet for details 5 0 20 4Q To what degree does the project sponsor commit to provide long- term atewndship Tor the Proposed ? 1,3,5See x"as heat far detail. 10 0 60 10 SOLI To what degree has the project sponsor demonstrated effective long- term xtewar of a similar ro 7 PAJ.5see Moore lheel for datwlls 1 p fi0 1 fi0 4 To what deree 1. Ihe• rdalflon leaa9ge? 1 SSee--sheet for data0s S 0 So 5 2311 To what degree Is the project part of an adopted open space, conservation, or resource preservation program or plan, or Identified 5 hr a C*m."fly canv rvalion effort? I _5 SlIding Stile f 4 0 551 41 220 To what degree does the project conserve opportunities which are I. otherwise lost or threatened? 1-5 SUdirg Scale E O 49 4 294 Are the conservation values of the proejct commensurate with or 7 reater than the amount of CF funds requested? 0kS Sliding Scale 10 O 50 10 S00 To what degree does the project preserve habitat for Flora and fauna other than habitat for anadromous fish species? (Points awarded In 3 part based on level of documentation.) Scare cads eiamerrL State of Washington PdvKy Habitat and/ar State or Federal $a Endangered, YhraR1ened or Sims1twe sLftln 0-3 3 0 33 3 99 86 Vruktyof wive Mara 6 fanner 0-3 3 0 30 3 0o sc Provides, wlWIV* corridor or mIlmi route 0.3 3 0 3❑ 3 90 Current owner participates In conservation programs that enhance 3d wildlife habitat &3 3 0 34 3. 100 To what degree does the project protect habitat for anadromous fish 9 s ecles? 0-5 3 0 50 3 150 To what degree does the project preserve farmland for agricultural 10 use? 0 10a L1.10Y will—Iritalw activesgrjtuluurl use 0.3 4 O 3 4 12 Current owner has a record of Implementing management practices that preserves end/or enhances soil, water quality, watershed 106 function and wgldilfe habitat. 0-3 4 0 g 4 24 Property acquisition or proposed easement will likely preserve and/or SOc enhance soil water quAlity,watershed function and wildlife habitat 03 4 0 3 4 12 To what degree does the project preserve forestland for sllvlcultural 1j. "? Scare 0.6 Mement 11a Likely will maintain forestland for active sllvlcultural use. 03 4 O 0 4 0 Current owner has a record of Implementing management practices that preserves and/or enhances sail, watershed function and wildlife 11b habitat- 03 4 0 25 4 100 Property acquisition or proposed easement will likely preserve and/or 11c mlumcre s44 water quoll!L watershed fancthn and wlldllfti hahliel 0-3 4 01 28 4 112 i2 To what delree does the p project- Score each dement 12. A fthilicont 1,400FR ata.T 0.3 4 P 33 4 Is the project located In an area that Is under -represented by CIF 12b funded projects? 0-3 4 0 1 4 4 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/orserve as a general 13 commumit MWOW.? Pick ONE of the four options Public access, with planned or edcuational/Interpretive displays and 13a materials events or activities? 5 41 0 15 4 13b Umited public access available for stgnage and educational materials. +3 4 0 21 4 13r Romoteintollen 1 4 0 2 4 13d No opeortunity 0 4 0 4 152 To what degree does the project preserve historic or culturally 14 slienflicamt Fmunce MckIDNE of the four opilarts ❑ Project Is registered with the National Register of Historic Places, or 14. an vquI,hIM.I limagram. 3 3 0 O 3 146 Project is reco nixed locally as having historic or cultural resources, 21 1 3 J 0 0 3 Project Is adjacent to and provides a buffer for a historic or cultural 14, tlte. 1 3 D 0 g 146 None of thv above a 3 O 0 3 Q CRAW MAL 3173 2649105ti67 UPPER TARBOO WETLANDS Scoring Options scoff ,Mull) lot Total I N01n Sahtntal Mulll Ies 125corers To what degree does the project leverage contributions for acquisition 1 (romIlrcippi, RpHaftorimmylauAh? 321 See scare sheet for detalls 5 0 36 5 Igo To whet degree does the project sponsor commit to provide long-term 2 stewardship for the proposedproject? 554e score theet for details 10 0 58 30 Soo To what degree has the project sponsor demonstrated effective long- 3 term stewardship ofa similar roect7 CM3,SSNacorsr sherd Tmdet411s 1 0 60 1 60 4 To what degree is the acquisition feasible? 1 S3aa4 Pe sheet for detalls 5 fl 44 5 240 ro what degree Is the project part of an adopted open space, conservation, or resource preservation program or plan, or IdendOed 5 In a cummur eoueerval lon dfort? 1.5 Sliding Scale 4. *1 60 Al240 To what degree does the project conserve opportunitles which are 6 othervriselwl or tlueai*fled? 1-550d1n Scale 6 0 57 fi 342 _ Are the conservation values of the proejct commensurate with or 7greater than the amount of CIF funds requested? 0-5 Sliding Scale 10 0 52 1.0 520 To what degree does the project preserve habitat for Flora and fauna olhnr IIr i habltat for onadromous Fish spedes? (Points.warded In 8 an based nn level af donnnrmaHon. 5cwe epsh n ement State of Washington Prlorlty Habitat and/or State or Federal 8a Enda Bred Threatened or Sens0lve ecles 0.3 _ 3 0 36 3 109 sh Variety of na13vo Ikrm 8 fauna 0.3 3 0 36 3 108 & Provkfot wlldllfe eorodor of mt widen mule 0-3 3 0 30 3 ldg Current owner participates In conservation programs that enhance Rd wlldllfe habitat 0-3 3 0 28 3 94 To what degree does the project protect habitat for anadromous Rsh 9 species? 0-5 3 0 51 3 153 To what degree does the project preserve farmland for agricultural 10 use? 10. Likely will mandaN actI- 11.14 1 use 0.3 4 0 1s 4 50 Current owner has a record of Implementing management pracIII es that preserves and/or enhances loll, water quality, watershed function lob and wildlife haJAWL 63 4 01 17 4 6g Property acquisition or proposed easement will likely preserve and/or J(k enhance soil water uall .watershed function and wildlife habitat. 0-3 4 0 251 A 100 To what degree does the project preserve forestland for slNlcultural 11 use? 5aura caclr element 11. Ulkeiv W14 malntein fWd%UIMd for alt lye OMMIHsral Aqa 0-3 4 0 13 A 52 Current owner has a record of Implementing management practicesthat preserves and/or enhances soil, watershed function and wildlife llb habitat. 0-3 4 0 26 4 104 Property acquisition or proposed easement will likely preserve and/or 11, colo-e sog waler. ualll w tarshod function and wildllic hahllat. 0-3 4 0 32 A 12B 12 Towhatd ree does the project serve: _ Scoree*ah elymant 12. A %lanknool 4*nent area? 0.3 4 0 33 4 132 Is the project located In an area that Is under -represented by CF 12b funded projects? 0-3 4 0 1 4 4 To what degree will the acquisition provide educational opportunities, Interpretive opportunities, and/or serve as a general community 13 resauce? Pick ONE of the fours Hans Public access, with planned or edcuadonaVinterpretIve displays and _ 13. materials, events or aMAtle,? 5 4 0 45 4 136 4lmlled ubll[ awgalde flu 4gnmg. Gild educatlaoal mmialdli, 3 4 01 9 4 13c Remote location 1 4 41 4 13.d No rtun 0 4 a 4 210 To whet degree does the project preserve historic or culturally 14 a nlFlrant resources? Pick ONE of the four Wfurn, Project Is registered with the National Register of Historic Places, or an 14a Rhrplonf M- 3 3 0 3 14h Project Is recognized local) as haven hlstorlc or cultural resources 2 3 0 72 3 Project Is adjacent to and provides a buffer for a historic or cultural 14c site. l 3 O 3 Lad None of Ilia above. 0 3 4 i 65 1053 309.4166667 <w SON. (10 2020 Jefferson County w Conservation Futures Program gS�ING' Score Sheet Name Proj ect Please note: if none of the answers provided describe the project, answer "N/A" or "0". ADJUSTED CRITERIA 1. To what degree does the project leverage contributions for acquisition from groups, agencies or individuals? (Points awarded based on the following level of contribution) a. Leverages significantly = 3 points b. Leverages moderately = 2 points c. Meets requirement = 1 point SCORE X WEIGHT = SCORE X5= 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 5 = 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? Sliding scale: 1-5 points X 4 = 6. To what degree does the project conserve opportunities which are otherwise lost or threatened? X 6 = Sliding scale: 1-5 points 2020 CF Program Score Sheet FINAL htlp://www.co.j efferson.wa.us/560/Conservation-Futures-Program 7. Are the conservation values of the project commensurate with or greater than the amount of CF funds requested? X 10 = _ Sliding scale: 0-5 points 8. To what degree does the project preserve habitat for flora and fauna other than habitat for anadromous fish species? (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 3 = b. Variety of native flora & fauna = 0-3 points X 3 = c. Provides wildlife corridor or migration route = 0-3 points X 3 = d. Current owner participates in conservation programs that enhance wildlife habitat = 0-3 points X 3 = 9. To what degree does the project protect habitat for anadromous fish species? = 0-5 points X 3 = 10. To what degree does the project preserve farmland for agricultural use? a. Likely will maintain active agricultural use = 0-3 points X 4 = b. Current owner has a record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat = 0-3 points X4= c. Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat = 0-3 point X 4 = 11. To what degree does the project preserve forestland for silvicultural use? a. Likely will maintain foresdand for active silvicultural use = 0-3 points X4— b. Current owner has a record of implementing management practices that preserves and/or enhances soil, watershed function and wildlife habitat = 0-3 points. X 4 — c. Property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. = 0-3 points X 4 — 12. To what degree does the project serve: a. A significant benefit area? Sliding scale: 1-3 points X 4 — b. Is the project located in an area that is under -represented by CF funded projects? Sliding scale: 0-3 points X 4 — 2 2020 CF Program Score Sheet FINAL htlp://www.co.j efferson.wa.us/560/Conservation-Futures-Program 13. To what degree will the acquisition provide educational opportunities, interpretive opportunities, and/or serve as a general community resource? X4= 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 14. To what degree does the project preserve historic or culturally significant resourcesl? 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 1 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. 3 2020 CF Program Score Sheet FINAL htlp://www.co.j efferson.wa.us/560/Conservation-Futures-Program 2020 Jefferson County Conservation Futures Program 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@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Arlandia 2. Conservation Futures Acquisition Request: $60,000 Conservation Futures O&M Request: $0 3. Total Conservation Futures Request: $60,000 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? David and Ruth Rugh 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Sarah Spaeth Title: Director of Conservation and Strategic Partnerships Address: 1033 Lawrence St. Port Townsend, WA 98368 Phone: (360) 379-9501, ext. 101 Email: sspaeth@saveland.org 6. Sponsor Information: (if different than applicant) Organization Name: Contact: Title: Address: Phone: U - , ext. Email: Fax: �) - , ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17, 2020. 7. Site Location Street Address or Description of Location: 4010 Dabob Road, Quilcene, WA 98376 1 Driving Directions from Port Townsend: Drive south on SR 19 to the Chimacum fourway stop. Turn south (right) onto Center Road and travel for 7.7 miles. Turn left onto Dabob Road and travel 3.7 miles. The driveway is on the right hand side of Dabob Road (just after Hall's Mountain Road), with a sign labeled 114010 Rugh". Travel along gravel driveway, passing over Halls Mountain Road to continue straight to house. Section: S32, S33, S5 Township: T28N, T27N Range: R1W Assessor's Parcel Number(s): 801324003 (S32 T28N R1W) 701051021 (S5 T27N R1W) 801333012 (S33 T28N R1W) 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 three parcels are currently, and will remain in, the ownership of Dave and Ruthe Rugh with a conservation easement held by Jefferson Land Trust Please list the assessed values for each property or APN, as applicable. 801324003: $405,782 701051021: $41,800 801333012: $11,824 8. Existing Conditions New Site: Yes No Number of Parcels: Three Addition to Existing Site: Yes No Acres to Be Acquired: 27.7 Total Project Acreage (if different): Current Zoning: Rural Residential 1:5 Existing Structures/Facilities: One house, woodsheds and other outbuildings Any current covenants, easements or restrictions on land use: An access easement for ingress, egress, and underground utilities for Halls Mountain Road was granted by the Rughs in 1993. This provides access from Dabob Road. Current Use: Residential Waterfront (name of body of water): Eleanor Creek, tributary to Tarboo Creek Shoreline (linear feet): 912 ft Owner Tidelands/Shorelands: N/A 9. Current Property Owner X is _is not a willing seller. Project Description 10. In 1,000 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 0) 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 seeking Conservation Futures funding in the amount of $60,000 for purchase of a conservation easement on the 28-acre Arlandia property. The Arlandia project is located along the slope of the Tarboo Valley in Quilcene. This project will be a continuation of the protection efforts in the Tarboo- Dabob Bay area that have been ongoing for nearly two decades with partners including Northwest Watershed Institute, Jefferson Land Trust, Jefferson County, and Washington Department of Natural Resources. This landscape -scale project to protect and restore the Tarboo-Dabob Bay watershed has three main objectives: 1) protect and restore the stream and wetland corridor, from the headwaters of Tarboo Creek to Dabob Bay, 2) conserve uplands for sustainable forestry, 3) preserve lands within the Dabob Bay Natural Area Preserve. The Arlandia project will restrict development, allow for limited forest management, protect water quality feeding into Tarboo Creek, and maintain wildlife habitat adjacent to DNB's Dabob Bay Natural Resource Conservation Area. Arlandia property characteristics include a diverse and mature second -growth forest, a year-round tributary of Tarboo Creek, and a man-made pond, The forest is home to mature Douglas fir, western redcedar, western hemlock, grand fir, red alder, bigleaf maple, with a mix of bitter cherry, madrone, and Sitka spruce and many wildlife species. There is one residence on the property along with several small outbuildings. Current zoning and parcel configuration appear to allow for an additional three residential rights. Dave and Ruthe Rugh have been in communication with the Land Trust for over 15 years regarding the protection of their property. They have long been sure of the conservation values of their property that they want to protect, but ongoing communication has focused on finding the acquisition tool that works best for all parties. Now, the Rughs have decided that they are willing to sell a conservation easement on their property for a substantial bargain sale value. As shown below in the budget table, match funding for this project will be from the bargain sale of the conservation easement. The goal of the project is to protect the conservation values of this —28 acre property north of Dabob Bay. The conservation values of the Property are mature forestland habitat, water quality, scenic quality, and educational and scientific opportunities. Additionally, the goal of the project is to limit any further development on the Property. The —28 acre property is zoned rural residential 1:5 acres, meaning that a potential of four more residential developments is possible without the protection of the conservation easement. Under the conservation easement, the Rughs plan to maintain the same use of the property which includes residential living, passive recreation (hiking, birding), and non -revenue forest management. The conservation easement will be written to allow for forest management to facilitate old growth forest characteristics. No further development of roads will be permitted. The landowners will retain the one utilized development right on the property which does not currently have any associated accessory dwelling units (ADUs) built. This owner or a future landowner will be permitted to exercise any permitted uses for accessory dwelling units per county code. All current structures besides the home are for firewood storage or covered picnic shelters and the uses will remain the same. Objectives: 1) Secure Jefferson County Conservation Futures funding for purchase of a conservation easement 2) Draft the conservation easement with landowner input N 3) Obtain appraisals to determine value of CE and bargain sale match for CFF program. 4) Purchase easement in late 2020 or early 2021 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. Estimated or Appraised Value of Propert(ies) to be Acquired: Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): $30,000 Total Operation and Maintenance Cost: $0 Total Project Cost: $280,000 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 easement value for the Arlandia property is estimated to be $250,000. This is based upon knowledge of easement values in similar geographic areas, development rights purchased, and forest harvest restrictions. Arlandia Easement related costs Timeline Est. Cost CFF Request Match Easement acquisition 12021 $250,000 $30,000 , $220,000 Land acquisition related costs, i.e. Late 2020 through $25,000 $25,000 appraisal, survey, Baseline document, 2021 Stewardship Plans, closing costs Project management, admin and legal 2020 - 2021 $5,000 $5,000 fees Total $280,000 $60,000 $220,000 Scored Questions 1 a. Sponsor or other organizations X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program fiords. 1 c. Matching Fund Estimate Acquisition O&M % Conservation Futures Funds Requested $60,000 $0 21 % Matching Resources $220,000 $0 79% Total Project Acquisition Cost $280,000 $0 100% 4 * 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. 1 d. Source of matching funds/resources Bargain Sale Amount of Contribution contribution approved? $220,000 Yes No If not, Contribution If not, when? available now? when? 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 ofproperty or aproperty 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. 2 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. Jefferson Land Trust will conduct stewardship and monitoring of the conservation easement terms, 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 easement should it become necessary. Jefferson Land Trust has a legal defense fund of over $700,000, and continues to build this fund with each new easement acquisition, recognizing the legal obligation and responsibility of protecting the conservation values in perpetuity. In addition, Jefferson Land Trust 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 Jefferson Land Trust holds and stewards 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, NOSC, JCCD, HSCEG and others. We hold 62 conservation easements on 4051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135-acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 b. Has the sponsor and/or applicant of this project been involved in other projects previously approved for Conservation Futures funding? 5 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: As the only local land preservation organization, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018; Quilcene Headwaters to Bay and Tarboo Forest Addition 2019. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. 4 b. Necessary commitments and agreements X are _are not in place. 4 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. Jefferson Land Trust completed a 100-Year Conservation Plan with the input of community members in 2010. This project falls within the Tarboo Dabob Bay Watershed project, a specially identified area recognized for the high conservation values. The Arlandia property is nearby the Washington DNR's designated Dabob Bay Natural Area. The Dabob Bay Natural Area was created to protect one of Washington's highest functioning coastal spit and tidal wetland systems. Arlandia and other properties within the Tarboo watershed have the opportunity to provide additional protection to these areas by protecting the water quality of tributaries feeding into Dabob Bay. 6. Conservation Opportunity or Threat: 6 a. The proposed acquisition site X_ does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. M, The Rugh's are finally in a position to donate a considerable amount of value through the bargain sale of a conservation easement. One of the landowners is in very poor health, and preservation of the property at this time would provide peace of mind that the conservation values will be permanently protected. This site qualities are somewhat unique because of the thorough management the current landowner has been conducting for the last 40 years. Selective thinning and enhancement of forest structural diversity have this property closer to old growth forest characteristics than most second -growth forests. A conservation easement will ensure that no other kind of management or development will be able to occur on this property. 7. Summarize the project's conservation values and how the CF funds requested support these values. The proposed conservation easement terms will protect forest habitat, riparian buffer, scenic qualities, and educational and scientific opportunities by eliminating further development potential and restricting forest management. The protection of this mature forest habitat will provide biological diversity, carbon sequestration, reduced runoff and protection of water quality leading into Tarboo Creek and Dabob Bay, groundwater recharge, and extend the wildlife corridor in the Tarboo-Dabob Bay watershed. 8. The proposed acquisition: 8 a. provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species 8 c. 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.' The property is adjacent or near the existing Northwest Watershed Institute's Tarboo Wildlife Preserve (415 acres permanently protected by a Land Trust conservation easement) and Washington DNR's Dabob Bay Natural Resource Conservation Area. These conserved areas are critical to the health of Tarboo Creek, which leads into Dabob Bay. Dabob Bay is host to Hood Canal summer chum, Puget Sound chinook salmon, coho, surf smelt, Pacific sand lance, Pacific herring, Pacific geoduck, hardshell clam, commercial oyster production, Dungeness crab, and includes several Priority Habitats. WDFW's Priority Habitat and Species mapping indicates that marbled murrelets and spotted owls occur in the area of the Rugh property, but exact locations are classified information. Over 25 mammal, 5 amphibian, and 85 bird species have been identified on the property since 2014. 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. The landowners do not participate in any formal conservation programs, however they have been active managers of the Arlandia forests for 40 years. The management has consisted of selective thinning to balance out an overstocked forest, to facilitate species and structural diversity, to encourage large and old trees to prosper, and to protect the Eleanor Creek riparian corridor. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. 1 See, for example, http://www.dnr.wa.gov/researchscience/topics/naturalheritage/�aues/amp nh.aspx ht(p://www.wdfvv.wa.gov/conservatiQjkphs/list/ http://wwwl.dnr.wa.p,oK/Aki/refdesk/121ants.html http://wwwl.dnr.wa.gov/nhp/refdesk/pubs/wa ecological_systems.pdf 7 Running through the property is Eleanor Creek, a tributary to Tarboo Creek. Eleanor Creek has steep riparian slopes, meaning that protection of the forested slopes (reducing harvest potential) will ensure healthy rates of erosion and water retention into the creeks. Between Arlandia and Tarboo Creek is about 0.2 river miles and at least two culverts. To maintain healthy stream flows and minimal siltation for the anadromous fish species that utilize Tarboo Creek and Dabob Bay, protection of the tributaries is essential. 10 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. The property will not be used for agricultural purposes. 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. N/A — not a farm. 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. N/A — not a farm; see 11c below. 11 a. 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. As stated in question 8d, the current landowner has been an active manager for the health of the forest for 40 years. His practices of selective thinning, retaining coarse and large woody debris on the forest floor, and reducing harvest on the steep slopes have protected the water quality of Eleanor Creek (tributary to Tarboo Creek). The conservation easement will allow ongoing forest management in order to facilitate forest ecosystem restoration and old growth forest characteristics. 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Encouraging structural diversity in the forests, as the Rughs have been doing for decades, retains and builds soil, protects water quality by preventing unnatural erosion and high water events. All of which leads to the protection of the watershed functioning as a whole for the wildlife and humans that use it both down and upstream. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. With the proposed terms of the conservation easement, the Arlandia property will be able to be managed in the similar function as described in 11b, in perpetuity. The easement terms will restrict conversion of the forest. Current management protects soil and water quality. 12 a. 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 Arlandia property is a piece in a much larger puzzle of protection in WRIA 17. The Tarboo Creek watershed has been a focus of protection and restoration for nearly two decades, and feeds directly into the state protected Dabob Bay Natural Area, including the Tarboo-Dabob Bay estuary. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. No. 8 13. 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? While this private residential property is not open for general public access, the current landowners have provided access and tours on their property to over 400 visitors in the 40 years they have owned it. Dave Rugh, is a passionate natural history educator, and enjoys bringing visitors onto the land. Dave looks forward to continuing to offer Arlandia as a place for tours and visits, within a forest that tells a great story of how active, gradual, and ongoing forest management benefits the health of a forest. The conservation easement with Jefferson Land Trust will protect the educational and scientific values of the property forever. 14. The proposed acquisition _ includes historic or culturally significant resources3 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 orprovide documentation of the historical or cultural resources. Verification 15. 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. rj Initials 3 2&2 --Date 16. 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. S Initials 3 26 v Date 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 0 !F � x.�., •� � 'AFS. ' iL � 1.. ,vim ��`� d { 7L M �T.� °'4 - _ .. , Mz - f� °�'���.. •� '�� F� ;.,,,� ,,� ^�' . t ah. + sty _. rf Tj1 ,� � a'l� - - �,. . 6 Arlan dia JeffersonLand—rustPreserves. Conservation E asements OtherOa nserrationLan ds Roads i I r a f Z� F6o II I TI Ui• I J I 1 I Zs r� lily + y— 1P\ Ll I,II en } �- EEO r { Bouces: Esri, HERE, Garmin. Interansp, increment FCorp.,.GEBCO. USGS. F CC, NFS, WRCAN.0e--Base, IGW, Kadsster NL, CAdnsnce Survey, Esri Japan.1`0ETI, EsriChins ;Hwang Kong),s,vi5sp3po,Q Op--nStreetrvlap --ntai :uturs, and theC1S User Community ;; 2017A+.erial Image (NAIP) , rI ndi Locator Map For informational purposes only. All data represented are from varying sources and approximate. �+ Map created in PoIARCH. 2020 N Landowner Acknowledgement Form Landowner Information Name of Landowner: David and Ruthe Rugh Landowner Contact Information: First Name: David Last Name: Rugh Contact Mailing Address: 4010 Dabob Rd., Quilcene 98376 Contact E-Mail Address: dave.rugh48@gmail.com Property Address or Location: 4010 Dabob Rd, Quilcene 98376 1. Dave and Ruthe Rugh are the legal owners of property described in this grant application. 2. We are aware that the project is being proposed on our property. 3. If the grant is successfully awarded, we will be contacted and asked to engage in negotiations. 4. Our signature does not represent authorization of project implementation. 5. If we are affiliated with the project sponsor, we will recuse myself from decisions made by the project sponsor to work on or purchase our property. Landowner Signature 3/25/2020 Date 3/25/2020 Landowner Signature Date Project Sponsor Information Project Name: Arlandia Project Applicant Contact Information: Jefferson Land Trust Name: Sarah Spaeth, Director, Conservation & Strategic Partnerships Mailing Address: 1033 Lawrence Street, Port Townsend, WA 98368 E-Mail Address: sspaeth@saveland.org 2020 Jefferson County Conservation Futures Program 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 at379-4498 or tpokorny@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Carleson Chimacum Creek O&M 2. Conservation Futures Acquisition Request:$00 Conservation Futures O&M Request: $5,000 3. Total Conservation Futures Request: $5,000 4. Please indicate the type of interest contemplated in the acquisition process. Warranty Deed _ Easement X Other (Please describe below) In whose name will the property title be held after acquisition? This operations and maintenance-mly application relates to the former Carleson property that was acquired by Jefferson Land Trust in 2012partially funded bJefferson County Conservation Futures. Jefferson Land Trust c ntly owns the property and will continue to do so. The pprooerty is now called the Illahee Preserve. 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Carrie Clendaniel Title: Preserve Manager Address: 1033 Lawrence St. Port Townsend, WA 98368 Phone: (360) 379-9501, ext. 109 _ _Fax: �) - Email: cclendaniel a3saveland.on2 6. Sponsor Information: (if different than applicant) Organization Name: Contact: Title: Address: Phone: �� - , ext. Fax: Email: _, ext. , ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17. 2020. 1 2020 CF Program Application FINAL http://www.co.iefferson.wa.us/560/Conservation-Futures-F'i•ogra ;. 7. Site Location Street Address or Description of Location: End of Creekview Ln, off of Prospect Ave in Port Hadlock Driving Directions from Port Townsend: Take SR 19 south out of Port Townsend toward Chimacum. Turn left on Prospect Avenue, then right on to Creek View Lane. Continue to the end of the road. Section: S34 Township: T30N Range: Rl W Assessor's Parcel Number(s): 001 343 042 both owned br Jefferson Land Trust and previouslx acquired with CF funds. 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. Please list the assessed values for each property or APN, as applicable: N/A 8. Existing Conditions New Site: Yes No X Number of Parcels: 1 Addition to Existing Site: Yes No X Acres to Be Acquired: N/A Total Project Acreage (if different): 5 acres Current Zoning: Rural residential 1:5 Existing Structures/Facilities: Parking area at end of Creekview Ln, covered z,icnic shelter, sanicanstorage sheds (2),pedestrian trails Q Any current covenants, easements or restrictions on land use: A Salmon Recovery Funding Board Deed of Rights restricts the propert Current Use: Vacant land, owned and managed by Jefferson Land Trust as a permanent Nature Preserve Waterfront (name of body of water): Chimacum Creek Shoreline (linear feet): Approximately 350 feet of Chimacum Creek Owner Tidelands/Shorelands: N/A 9. Current Property Owner _ is _is not a willing seller. N/A Project Description 10. In 1,000 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 2 2020 CF Program Application FINAL h":/,'www.co.iefferson.wa.us/560/Conservation-Futures-Program 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. This application is for operations and maintenance funding to support ongoing stewardship work on the Illahee Preserve, owned by Jefferson Land Trust, and acquired with Conservation Futures support in 2011. Illahee Preserve is an Ambassador Land for Jefferson Land Trust, meaning that it is one of our nature preserves that is open to the public for general use. Given its close proximity to both Port Townsend, Port Hadlock, and Irondale, the preserve gets a high amount of public use throughout the year. Illahee Preserve has become a well -loved and well -visited community asset. Every fall public school students and community members alike visit the Preserve to view the returning ESA -listed Hood Canal summer chum salmon. The rest of the year the Preserve also provides a venue for a quiet walk in a riparian forest, facilities for nature studies educational programming, and small gatherings. Frequent public use as described above results in the need for Land Trust staff time to maintain existing trails and open space, and to restore creek side habitat that can be negatively affected by frequent human use. Operations and maintenance needs include ongoing public access maintenance work such as maintaining trails and replacing signage, and improving creek habitat by exploring options for habitat improvements. We would like to consider the construction of a boardwalk to protect Creekside soils while maintaining important access opportunities. From the 2011 Conservation Futures Acquisition Application: The Chimacum Creek estuary, just north of lrondale and Port Hadlock, is one of the least impacted estuaries on the Strait of Juan de Fuca and Hood Canal. Nestled into a deep forested ravine, lower Chimacum Creek runs through the heart of the Port Hadlock s pending urban growth area of Jefferson County While platted in 2,500 square foot lots in the]880's, the existing forest corridor links together over a mile of core habitat area for Endangered Species Act listed summer chum, steelhead and other depressed salmon runs. This project site is part of a much larger effort to protect the lower mainstem of Chimacum Creek and the Chimacum Creek estuary. The original protection of Illahee Preserve in 2011 represents completion of the contiguous protection of Chimacum Creek from the mouth through the S curve section to Irondale Road culvert. Most of the properties located downstream and upstream of the project site are protected by WDFW, Jefferson County, and Jefferson Land Trust ownership and conservation easements. Top objectives for this project are: 1) Maintain open space and trails for public access 2) Restore creek side frequently used by the public to balance critical habitat for the endangered Hood Canal summer chum and important public access and educational opportunities 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. Estimated or Appraised Value of Propert(ies) to be Acquired: N/A 2020 CF Program Application FINAL hrtp:i/-vvv. ,x,. co J efferson.wa.us/560/Consenation-Futures-Progtam Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): N/A Total Operation and Maintenance Cost: $5,000 Total Project Cost: $10,000 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): Cost estimates are based upon anticipated expenses over the next 3-5 years. Jefferson Land Trust has been performed similar stewardship work in the past and has accurate estimates of materials, staff time costs, and contractor costs. Expenditure CFF Cash (Match) Operations and Maintenance $5,000 $5,000 expenditures for habitat improvement, noxious weed control, signage, and maintenance of the existing gravel access road, narkiniz, and trail Scored Questions 1 a. Sponsor or other organizations X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 1 c. Matching Fund Estimate Conservation Futures Funds Requested Matching Funds/Resources* Total Project Acquisition Cost Acquisition O&M 0� $5,000 50% $00 $5,000 _ 50% $0 $10,000 100% *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. 1 d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? Jefferson Land Trust $5,000 Yes X No _ Yes X No $ Yes No _ Yes No _ $ Yes No Yes No $ Yes No Yes No _ 4 2020 CF Program Application FINAL btU2://www.co.jgffcrson.wa.us/560/Conservation-Futures-Pro2ram 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. Jefferson Land Trust conducts stewardship, monitoring and maintenance of Illahee Preserve along with the other parcels in the Chimacum watershed that we own or are protected with conservation easements. Jefferson Land Trust's stewardship program includes monitoring (at least annually) of protected properties and easements, upkeep and maintenance (trash removal, signage, invasive plant control, public access infrastructure addition and maintenance, and boundary marking) and restoration efforts (tree planting, forest health maintenance or improvement, etc.). Staff and trained community volunteers conduct the monitoring and maintenance efforts. When necessary, Jefferson Land Trust staff partners and contracts with trained professionals including habitat biologists, foresters, and others. 2 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. Jefferson Land Trust has worked with community members and North Olympic Salmon Coalition to enhance and protect riparian habitat along Chimacum Creek for nearly three decades. These efforts include installing riparian native plantings, removing noxious weeds that threaten forest health, and providing public access to our communities for educational and recreational opportunities. We have worked to provide high -quality public access to Chimacum Creek by improving a pedestrian trail to Chimacum Creek, removing hazardous trees in public access areas, providing public education about salmon habitat, and by maintaining public access infrastructure such as a grassy gathering area, covered picnic shelter, and parking. These previous activities have helped direct access into designated areas, thereby protecting the ecological conservation values. CFF funds are required to continue that important habitat maintenance work. Ongoing monitoring regularly assesses property condition and identifies progress towards long-term management goals, or identifies needs for adaptive management. Qualitative monitoring occurs at -least annually, more in-depth forest health assessment occurs every 5-10 years, and the property management plan is updated every 5-10 years to reflect current conditions and to continue identifying actions need to move towards desired future conditions. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, North Olympic Salmon Coalition, Jefferson County Conservation District, Hood Canal Salmon Enhancement Group and others. We hold 62 conservation easements on 4,051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135- acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward 5 2020 CF Program Application FINAL ht ://www.co.'efferson.wa.us/560iConservat�.ci-Futures-Prok,rae Q nearly 7,400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 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. _XYes, the sponsor and/or applicant for this project has been involved in a project previously approved for Conservation Futures funds. Please provide details: As the only local land preservation organization, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018, and Quilcene Headwaters to Bay 2019. 4 a. Property _can _cannot feasibly be acquired in a timely fashion with available resources. N/A 4 b. Necessary commitments and agreements X are _are not in place. 4 c. All parties _are are not in agreement on the cost of acquisition. N/A 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. C� 2020 CF Program Application FINAL h//www.co.aeffersan.wa.us/560lConservation-Futures Program From the 2011 Conservation Futures Acquisition Application: Chimacum Creek is identified in the Summer Chum Recovery Plan as an important area of protection and restoration efforts. This plan is available at the following website. - http://www.nwr.noaa.govISalmon-Recovery-Planning/Recovery Domains/Puget-Sound/HC-Recovery- Plan. cfm The Carleson property is located in the Chimacum Creek project areas that has been the focus of protection and restoration efforts on the part of Chumsortium partners since 2000 and is identified in the 2008 Lower Chimacum Creek Fish and Wildlife Management Plan, prepared by Chumsortium partners. In addition, the Chimacum Creek corridor is identified on the Jefferson County s Comprehensive Plan map as Parks, Recreation Areas, Conservation Easements and Areas for Future Cooperative Preservation Efforts. http://www.co.jefferson.wa.uslidmslpdfslparks99.pdf Jefferson Land Trust's newly adopted Conservation Plan for Jefferson County, prepared with the input of many community members, also specifically identifies the Chimacum Creek corridor and the final plan is located on the JLT website at www.saveland.org. 6. Conservation Opportunity or Threat: Jefferson Land Trust and Jefferson County Conservation Futures program worked together in 2011 to permanently protect the then -called "Carleson property" filling a 5-acre gap in an otherwise almost contiguous permanently -protected riparian buffer along the lower reach of Chimacum Creek. Since that time, Illahee Preserve has become a well -loved and well -visited community asset. Every fall public school students and community members alike visit the Preserve to view the returning ESA -listed Hood Canal summer chum salmon. The rest of the year the Preserve also provides a venue for a quiet walk in a riparian forest, facilities for nature studies educational programming, and small gatherings. In order to maintain the important habitat conservation values of the original project, Jefferson Land Trust must work to improve the public access infrastructure to continue providing these important community benefits, while also protecting sensitive riparian vegetation and soils. These projects involve ongoing maintenance of the mowed area, access road, parking, and picnic structure, as well as improvements including a potential boardwalk to provide low -impact creek viewing access, and signage and trail improvements. 6 a. The proposed acquisition site !does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. N/A 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. Jefferson Land Trust, Jefferson County Conservation Futures, and the community have invested a significant amount of resources into improving creek and riparian forest habitat conditions and public access at Illahee Preserve. This work has greatly increased the number of community members who visit the Preserve annually, to see salmon returning or for a quiet walk. These original efforts to provide Illahee Preserve as place for the public requires ongoing maintenance. If not managed appropriately, public access can start to negatively impact the conservation values that the property was originally 7 2020 CF Program Application FINAL bt.tR:/,'www.co.jefferson.wa.us/560/Conservation-Futur 'r`sa protected for. We seek CFF support to ensure we have the funding to manage for this balance of access and habitat. 7. Summarize the project's conservation values and how the CF funds requested support these values. This 2020 Conservation Futures Operations and Maintenance application would support the habitat and public access/education values of this Preserve by allowing Jefferson Land Trust to secure the funds necessary to continue providing high -quality public access, while also protecting sensitive riparian plants and soils from overuse. Investing in providing low -impact public access now will preserve the habitat values of the Preserve into the future as visitation is likely to increase with a general population trend growing and wanting to spend time outdoors. 8. The proposed acquisition: [From the 2011 Conservation Futures Application] 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. 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.] Lower Chimacum Creek, including Illahee Preserve, is spawning and rearing habitat for Hood Canal summer chum (listed as threatened under the Endangered Species Act in 1999), and is also used by native coho, and cutthroat trout. The stable forested slopes and abundant seeps and springs on this property add to the important water quality conditions of the stream. The natural course of Chimacum Creek meanders, while the riparian forest adds large woody debris that traps spawning gravel and creates pools and eddies. Characteristic flora: The riparian forest is characterized by bigleaf maple, Western redcedar, and Western hemlock. Sword fern and salal are common on slopes, along with trillium and false Soloman's seal. Salmonberry and red alder dominate floodplain zones or wet terraces. Characteristic fauna: Columbia black -tailed deer, coyote, and bobcat are the largest mammals to knowingly utilize the creek corridor, while other large mammals, such as mountain lion, black bear, and Roosevelt elk may utilize the corridor that includes Illahee Preserve. Many native bird species are known to use and breed in the greater Lower Chimacum Creek area, including Great Blue Heron, Bald eagle, Osprey, Belted Kingfisher, and Common Merganser. Chimacum Creek is home to an ESA -listed threatened species of Hood Canal summer chum salmon, as well as coho salmon, steelhead salmon, and resident and anadromous cutthroat trout. According to the WA Dept. of Fish and Wildlife's Priority Habitat and Species list, the following state priority habitats and species are known to occur in the general area of the Preserve: Common Name Scientific Name Priority Area Summer chum Oncorhynchus keta Breeding Area ' See, for example, http://www.dnr.wa.gov/reEearchscience/topic /naturalheritaue/pages/amp nh.aspx hitp://www.wdfw.wa.gov/conservation/phs/list/ htt ://wwwl.dnr.wa. ov/nh /rQfdesk/ lants.html hti //wwwl.dnr.wa. ov/nh /refdesk/ ubs/wa ecological s stems. df 2020 CF Program Application FINAL http://www.co.iefferson.wa.us/560/Conservation-Futures-Progmm Winter Steelhead Resident Coastal Cutthroat Chum Fall Chum Coho Pink salmon odd year Oncorhynchus mykiss Breeding Area Oncorhynchus clarki Occurrence/Migration Oncorhynchus keta Oncorhynchus keta Oncorhynchus kisutch Oncorhynchus -rorbuscha Occurrence Breeding area Breeding area Occurrence/migration 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. Jefferson Land Trust manages this property to maintain and enhance ecological functions, including providing high -quality wildlife habitat. Management goals and actions are identified in Jefferson Land Trust Management Plan that is regularly updated to reflect current property conditions and to adapt to changing property needs. Jefferson Land Trust monitoring property condition and progress towards management goals on a regular basis, and uses monitoring data to inform adaptive management. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. Please see the above chart 8c for specifics on anadromous fish use of Illahee Preserve. This property encompasses a portion of both banks of Chimacum creek, which protects the soil and water quality that affects the creek. Under Jefferson Land Trust ownership and management the riparian forest has been enhanced through noxious weed removal and through additional native plantings. This habitat has been further protected by providing directed public access and education opportunities to connect our community with the native forest and salmon. 10 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. N/A 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. N/A 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. N/A 11 a. 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. N/A 9 2020 CF Program Application FINAL http://www.co.4efferson.wa.us/560/Conservation-Futures-Program 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Jefferson Land Trust is the current property owner and has undertaken a number of stewardship and management practices since this property was protected in 2012. Management activities undertaken include: non-native blackberry, nightshade, English holly, thistle, and herb robert removal, installation of native conifer and shrub plantings to enhance riparian habitat, maintenance of parking on Creekview Ln, pedestrian trails, removal of hazard trees in public access areas, development and installation of informational signage, maintenance of infrastructure including road, grassy area, sanican, and picnic shelter, and at -least annual monitoring and forest and stream health assessments. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. The proposed Operations and Maintenance activities will help preserve soil, water quality, ecosystem function, and wildlife habitat by reducing ecosystem disturbances and stressors including by maintaining high -quality public access that also protects sensitive riparian environments. 12 a. 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. From the 2011 Conservation Futures Acquisition Application: The property benefits a broad county area and Washington State priorities by protecting critical habitat for endangered salmon species of this area, including the summer chum salmon, fall chum, coho, steelhead and trout, as well other wildlife species like kingfisher, osprey, great blue heron and eagles. Two of the goals specified in 2008 Lower Chimacum Creek Fish and Wildlife Management Plan are: 1) protection of the area will co -exist with human use of the watershed, characterized by thriving agricultural lands, managed forests, and residential communities taking an active interest in providing stewardship of the ecosystem, and 2) the providing ofpublic access for fish- and wildlife -oriented recreation, education, and appreciation that is consistent with habitat protection, restoration/enhancement, and stewardship goals. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula. Dosewallips Valley, Bolton Peninsula, and the West End. No 13. 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 words "education" and "interpretation" are interpreted broadly by the CF Committee. 10 2020 CF Program Application FINAL http://www.co.jefferson.wa.us/560/Conser-vation-Futures-Pro am Public access is provided through unguided opportunities for pedestrian access on designated trails and through guided opportunities with Jefferson Land Trust, including through Jefferson Land Trust - stewardship events and educational opportunities. Jefferson Land Trust plans to maintain high -quality public access by providing a parking area, group/gathering area, picnic shelter, sanican, designated pedestrian trails, and informational signage on site. 14. 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. None known Verification 15. 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. (Sr;, _Initials Date 16. 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. S l�> Initials 3t7jLDate ' 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 11 2020 CF Program Application FINAL htt�*://www. fefferson.wa.us/560/Conservation-Futurzs-Pro dam � q ve let ir !` z 4 \ 4W Previous creek bank conditions Representative current creek bank conditions, with areas to improve native vegetation and soil protection F T 16 9 - O Illahee Preserve Boundary O Parking and/or access O Survey monuments Jefferson Land Trust I Jefferson County WDFW T w� 0 100 200 Feet 2017 Aerial Image (NAIP) For informational purposes only. All data represented are from varying sources and annroximate. �a P- I �L'La1vD TRUST 2020 Jefferson County Conservation Futures Program 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 tookorny@co.lefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Duckabush Floodplain O&M 2. Conservation Futures Acquisition Request:$00 Conservation Futures O&M Request: $5,000 3. Total Conservation Futures Request: $5,000 4. Please indicate the type of interest contemplated in the acquisition process. Warranty Deed _ Easement X Other (Please describe below.) In whose name will the property title be held after acquisition? This operations and maintenance -only application relates to the former Bertnsen property that was acquired by Jefferson Land Trust in 2013 using Conservation Futures funds. Jefferson Land Trust currently owns the property and will continue to do so. 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Carrie Clendaniel Title: Preserve Mana,_,er Address: 1033 Lawrence St. Port Townsend, WA 98368 Phone: (360) 379-9501, ext. 109 Fax: C____) _ Email: cclendanielAsaveland.ore 6. Sponsor Information: (if different than applicant) Organization Name: Contact: Title: Address: Phone: �) - , ext. Fax: - Email: ext. ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17, 2020. 1 2020 CF Program Application FINAL bttp://www.co.jeff on.wa.us/560/Conservation-Futures-Progra 7. Site Location Street Address or Description of Location: 995 Duckabush Rd, Brinnon WA 98320 Driving Directions from Port Townsend: Travel south on Hwy 101. Turn west on Duckabush Road. About one mile later, turn left at the driveway just before the overhead powerlines. Travel down the drive keeping to the right at the fork. The former Berntsen property — now called Duckabush Oxbow and Wetlands Preserve - is located at the end of the drive. Section: S17 Township: T25N Range: R2W Assessor's Parcel Number(s): 502171004 and 502171012 both owned by Jefferson Land Trust and nreviousl�: acquired with CF funds. 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. Please list the assessed values for each property or APN, as applicable: N/A 8. Existing Conditions New Site: Yes No X Number of Parcels: 2 Addition to Existing Site: Yes No X_ Total Project Acreage (if different): 40.5 acres Acres to Be Acquired: N/A Current Zoning: Rural residential 1:5 Existing Structures/Facilities: Public 12arkiqgarea alon+=, Duckabush Rd locking access gate,_.gravel access road. pedestrian trails and signage overhead electric utility lines, and wellpumphouse Any current covenants, easements or restrictions on land use: A Salmon Recovery Funding Board Deed of RigjLts restricts the roperty Current Use: Vacant land, owned and manaE :ed b\ Jefferson Land Trust as a permanent Nature Preserve Waterfront (name of body of water): Duckabush River and side channel Shoreline (linear feet): Approximately 1,680 feet of Duckabush River Owner Tidelands/Shorelands: N/A 9. Current Property Owner _ is is not a willing seller. N/A Project Description 10. In 1,000 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 2 2020 CF Program Application FINAL hlM://www.co.jefferson.wa.us/560/Conservation-F)jtares-Program 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. This application is for operations and maintenance funding to support the ongoing stewardship needs on Jefferson Land Trust's Duckabush Oxbow and Wetlands Preserve located in Brinnon. This project was acquired in 2013 with the help of Jefferson County Conservation Futures funds for the Duckabush Floodplain. Operations and maintenance needs include supporting the riparian plantings installed as part of the original planting project for an additional three years (2023 is the estimate of time until plantings are large enough to outcompete surrounding noxious weeds), ongoing noxious weed removal to create space for native forest to re -colonize disturbed areas, and ongoing public access maintenance and improvement work. 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. Estimated or Appraised Value of Propert(ies) to be Acquired: N/A Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): N/A Total Operation and Maintenance Cost: $5,000 Total Project Cost: $10,000 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): Cost estimates are based upon anticipated expenses over the next 3-5 years. Jefferson Land Trust has been performed similar stewardship work in the past and has accurate estimates of materials, staff time costs, and contractor costs. Operations and maintenance expense Noxious weed control & restoration planting maintenance Signage Scored Questions CFF Cash I $4,500 $4,500 $500 1 $5,000 $500 $5,000 1 a. Sponsor or other organizations X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 2020 CF Program Application FINAL bttp://www.co,iefferson.wa.us/560/C.onsen,ation-Futures-Proum 1 c. Matching Fund Estimate Conservation Futures Funds Requested Matching Funds/Resources* Total Project Acquisition Cost Acquisition O&M �5.000 MOTOR 10.000 50% 50% 100% * If a prior acquisition is beingproposed as match, please describe andprovide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. 1 d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? Jefferson Land Trust $5,000 Yes X No Yes X No $ Yes No Yes No $ Yes No Yes No $ Yes No Yes No NOTE: Matchingfunds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation ofproperty 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 not prepared to provide long-term stewardship (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. Jefferson Land Trust conducts stewardship, monitoring and maintenance of the property along with the other parcels in the Duckabush watershed that we own or are protected with conservation easements. Jefferson Land Trust's stewardship program includes monitoring (at least annually) of protected properties and easements, upkeep and maintenance (trash removal, signage, invasive plant control, public access infrastructure addition and maintenance, and boundary marking) and restoration efforts (tree planting, forest health maintenance or improvement, etc.). Staff and trained community volunteers conduct the monitoring and maintenance efforts. When necessary, Jefferson Land Trust staff partners and contracts with trained professionals including habitat biologists, foresters, and others. 2 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. Jefferson Land Trust has worked with Jefferson County Department of Environmental Health and community members for small-scale habitat enhancement including installing riparian native plantings and removing noxious weeds that threaten forest health. The partners have also worked to provide high - quality public access to the Duckabush River by creating a public parking area, creating and installing signage, and building pedestrian trails. Additional CFF funds are required to continue that important habitat improvement work through eradicating invasive Canada thistle, Scot's broom, and tansy ragwort that threaten Roosevelt elk habitat and riparian plantings. We will also use CFF O&M funding to address site signage, ongoing monitoring and trash removal. This site is frequented by the local Brinnon community. 4 2020 CF Program Application FINAL htt ://www.co.`efferson.wa.us/560/Conservation-Futures-Pro�-,i•airo Ongoing monitoring regularly assesses property condition and identifies progress towards long-term management goals, or identifies needs for adaptive management. Qualitative monitoring occurs at -least annually, more in-depth forest health assessment occurs every 5-10 years, and the property management plan is updated every 5-10 years to reflect current conditions and to continue identifying actions need to move towards desired future conditions. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, North Olympic Salmon Coalition, Jefferson County Conservation District, Hood Canal Salmon Enhancement Group and others. We hold 62 conservation easements on 4,051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135-acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7,400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 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: As the only local land preservation organization, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 - Bloede12011; L. Brown 2012; Boulton Farm 2012; Quimper Wildlife Corridor and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018, and Quilcene Headwaters to Bay 2019. 4 a. Property _can _cannot feasibly be acquired in a timely fashion with available resources. N/A 5 2020 CF Program Application FINAL http://www.co.jefferson.wa.us/560/Consen,ation-Futures-Program 4 b. Necessary commitments and agreements X are _are not in place. 4 c. All parties _are are not in agreement on the cost of acquisition. N/A 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. From the 2013 Conservation Futures Project Acquisition application: The Shared Strategy for Puget Sound, Mid Hood Canal Chinook Recovery Planning chapter http: //Www. nwr. noaa. govISalmon-Recovery-Planning/Recovery-Domains/Puget-Sound/PS-Recovery-Plan. cf n for the Duckabush River directs, "Conserve remaining high quality riparian andfloodplain habitat" (Item 14 of Appendix Cl). In the Dosewallips and Duckabush Comprehensive Flood Hazard Management Plan (2009) http://www.co jefferson.wa.us/commdevelopment/Flood%20Plan.htm, alternatives S-4, Restoration of wetlands and side channels to provide flood storage, and N-2, floodplain property acquisition, were rated "high "for meeting plan goals and objectives. "Protect Existing Natural Resources " by acquiring parcels for use in restoration of the floodplain, with emphasis on areas that provideflood storage capacity was a proposed flood hazard management solution (p. 71). 6. Conservation Opportunity or Threat: Jefferson Land Trust and Jefferson County Conservation Futures program worked together in 2013 to permanently protect the then -called "Duckabush Wetlands Preserve (Berntsen)", creating a 20-acre permanent Nature Preserve. That Preserve has since been added to twice, to now protect a 40+-acre riparian forest, wetland, and upland forest corridor that buffers the Duckabush river and side channels. In order to maintain the important habitat conservation values of the original project, Jefferson Land Trust must work to continue reducing noxious weed populations — this will allow the existing and newly -planted native forest to outcompete the monoculture of weeds. Additionally, the Land Trust has been working to eradicate toxic weeds (tansy ragwort) out of the designated elk meadow — an important habitat for the local Duckabush River Elk Herd. Ongoing work is also necessary to ensure public access isn't a threat to the conservation values of the site. and through signage created to educate the community of the uses and benefits of this Preserve. 6 a. The proposed acquisition site !does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. N/A 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. Jefferson Land Trust, Jefferson County, and the community have invested a significant amount of resources into improving habitat conditions and public access at the Duckabush Oxbow and Wetlands Preserve. Although we have greatly decreased the noxious weed population and have replaced large areas of blackberry and thistle with native plants, there is additional noxious weed removal and other management necessary to help ensure that the native plant installations reach a stage where they are free to grow without maintenance. We anticipate that with multiple mowings the invasive Canada thistle will 6 2020 CF Program Application FINAL htzp:,//www.co.iefferson.wa.us/560/Conservation-Futures-Program become significantly reduced, and that with 3 more years of blackberry removal work and blackberry brush -cutting around plantings, that the native forest will be able to outcompete the non-native blackberry. Without additional investment now, the native forest, elk habitat, and riparian plantings are significantly less likely to succeed. In addition, providing high -quality public access requires ongoing trail maintenance and outreach/signage work. 7. Summarize the project's conservation values and how the CF funds requested support these values This 2020 Conservation Futures Operations and Maintenance application would support these values by allowing Jefferson Land Trust to secure the funds necessary to continue working with community members and contractors to reduce non-native blackberry, bittersweet nightshade, and Canada thistle infestations to levels that can be relatively easily maintained by native forest shading and ongoing habitat maintenance activities. An additional three years of support for native planting maintenance (blackberry and thistle management) will allow the native conifers and shrubs planted in 2014-2015 to grow above noxious weed populations and to begin to provide the shade that is critical for long-term maintenance. This application will also support ongoing maintenance of riparian plantings and additional informational signage. 8. The proposed acquisition: [From the 2014 Conservation Futures Application] 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. 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 Habitats) and Threatened, Endangered, or Sensitive species below, and cite orprovide documentation ofspecies' use.' This portion of the Duckabush River currently supports stable populations of summer chum, coho, and pink salmon per Washington State Department of Fish and Wildlife's Priority Habitat and Species data. The gravel bars, side channels and river corridor provide habitat for egg, juvenile, and adult summer chum and pink salmon, and for juvenile and adult coho salmon. The Duckabush is also habitat for declining populations of chinook (egg, juvenile, and adult) and steelhead (juvenile and adult). An additional feature is the open meadow that provides elk browse habitat and forest that has the potential to develop structural features to provide habitat for a wide variety of avian and terrestrial wildlife. This diverse property supports approximately 1,680 feet of the Duckabush River shoreline, side channel habitat, forested and open wetlands, open meadow, and mature upland forest habitat. It is an important wildlife refuge in an area that was otherwise developed for planned community, rural residential, and commercial forestry uses. ' See, for example, http://www.dnr.wa.gov/researchsciencp/tics/naturalherita�e/pages/am r nh.aspx htt //www.wd w.wa.t=ov/conservation/ hs/list/ http://wwwl.dnr.wa.goy/nhp/refdesk/plants html http://wwwl.dnr.wa.gov/nhp/refdesk/).ubs/wa_ecological systems.pdf 7 2020 CF Program Application FINAL hU.-//ww,E.co.jefferson.ova.us/560/Conservation-Futures-Progmm s Common Name I Scientific Name' Priority Area Coho Oncorhynchus Breeding Area kisutch Dolly Varden/ Bull Trout Salvelinus malma Rainbow Trout ;shove Summer Chum %, Resident Coastal Cutthroat Lsijowl Pink Salmon Odd Year (show) Fall Chinook 'show Oncorhynchus mykiss oncorhynchus keta oncorhynchus clarki Oncorhynchus gorbuscha Oncorhynchus tshawytsdha occurrence/Migration Occurrence/Migration Breeding Area Occurrence/Migration Breeding Area Breeding. Area Characteristic flora: Mixed conifer -hardwood forests are the primary native macroflora cover. These forests consist primarily of bigleaf maple, red alder, and Western redcedar in low-lying areas, with Douglas fir more dominant beyond river floodplain zones. Sword fern is a regular ground cover throughout the relatively open understory. Characteristic fauna: Regional macrofauna include keystone salmon species. Roosevelt elk, Columbia black -tailed deer, and black bear are also known to occur on site. Cougars, coyotes, and bobcat are likely to occur. Predominant avian species include bald eagles, pileated woodpecker, American dipper, harlequin ducks, gulls, and American robins. According to the WA Dept. of Fish and Wildlife's Priority Habitat and Species list, the following state priority habitats and species are known to occur in the general area of the Preserve (accessed June 2015). Ccrnmon Tame Scientific Name Priority Area Coho Oncorhynchus Breeding Area kisutch Dolly Varden/ Bull Trout Salvelinus Occurrence/Migration (Sho J malma Rainbow Trout (show) Oncorhynchus mykiss Occurrence/Migration Summer Chum (show) Oncorhynchus keta Breeding Area Resident Coastal Oncorhynchus Occurrence/Migration Cutthroat (show) clarki Pink Salmon Odd Year Oncorhynchus Breeding Area (show) gorbuscha Fall Chinook (show) Oncorhynchus tshawytscha Breeding Area 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. Jefferson Land Trust manages this property to maintain and enhance ecological functions, including providing high -quality wildlife habitat. Management goals and actions are identified in Jefferson Land Trust Management Plan that is regularly updated to reflect current property conditions and to adapt to changing property needs. Jefferson Land Trust monitors property condition and progress towards management goals on a regular basis, and uses monitoring data to inform adaptive management. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. 0 2020 CF Program Application FINAL bti p://www.co.iefferson.wa.us/560/Conservation-Futures-Propram This property encompasses a portion of the Duckabush River and side channels. Under Jefferson Land Trust ownership and management the riparian forest, wetlands, and upland forest slopes have been enhanced through significant noxious weed removal and through additional native plantings. These habitats have been further protected by directing historic public access onto designated trails and in designated areas designed to reduce widespread impacts. 10 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. N/A 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. N/A 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. N/A 11 a. 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. N/A 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Jefferson Land Trust is the current property owner and has undertaken a number of stewardship and management practices since this property was protected in 2013. Management activities undertaken include: significant non-native blackberry, nightshade, Scot's broom, and thistle removal, installation of native conifer and shrub plantings to enhance riparian habitat, development of public parking on Duckabush Rd, pedestrian trails, and informational signage, and at -least annual monitoring and forest and stream health assessments. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. The proposed Operations and Maintenance activities will help preserve soil, water quality, ecosystem function, and wildlife habitat by reducing ecosystem disturbances and stressors including by removing noxious weeds that threaten native habitat health, and by maintaining high -quality public access. 12 a. 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. From the perspective of salmon recovery, the protection of key floodplain habitat is essential to the recovery of depressed stocks. These stocks benefit fisheries for people, killer whales and wildlife that depend on forage fish, including juvenile salmon. The channel migration zone of the Duckabush River has a limited extent and the project is a prime area and potential nucleus for future acquisition and restoration efforts. 9 2020 CF Program Application FINAL bttp://w�i,w.co.iefferson.wa.us/560/Conservation-Futures-Progr 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. No 13. 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? Public access is provided through unguided opportunities for pedestrian access on designated trails and for fishing per WDFW regulations, and through guided opportunities with Jefferson Land Trust, including through Jefferson Land Trust -stewardship events and educational opportunities. Jefferson Land Trust has installed and plans to maintain high -quality public access by providing a parking area and designated pedestrian trails and informational signage on site. 14. 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. None known Verification 15. 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. `3 _.Initials -3,i2--?1rz,� z,= Date 16. 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. 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 10 2020 CF Program Application FINAL http:/iwww.co. efferson.wa.us/560/Conservation-Futures-Proi!s•am 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. S S Initials 7 2cDate 11 2020 CF Program Application FINAL httk.,/rwww. co. ieflerson.wa.us/560/Conservation-Futures-Progrram DUCKABUSH OXBOW AND WETLANDS PRESERVE O&M APPLICATION CONSERVATION FUTURES FUNDS ILLUSTRATIONS — 2020 Elk clearing post -restoration plantings, with public trail t t �, � r I I.3�� .T�� t..i. � *. �L+ '�T 1 j� r �� •i� ° � � •� � � it °++i�' � °� ° W Ily h zS. y ftiAl yMai i Y American dipper enjoying salmon eggs along the gravel bar of the Preserve FERSON LAND TRUST T ::F J _ • Y-16 ' ,• is ` 4i.: i, •T. r �4 � d — pr AL w i • •� ,� 49 OR ft '� • i '� jam• � e �- � y L 5 • o '� �Fi•*�"-w Mks a�' �� 4 F ..� • Al ,{ E,. Y ' • -.Ti.� �#='�d �'+ --a,h �4 _ e JA a1.E h'1 �' •S -146 IV A$6 4A, A - to �EFFERSON , ,ILRAUND 2020 Jefferson County Conservation Futures Program 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@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Hannan Farm 2. Conservation Futures Acquisition Request: $50,000 Conservation Futures O&M Request: 0 3. Total Conservation Futures Request: $50,000 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? Laurie J Hannan Living Trust with a conservation easement held by Jefferson Land Trust and a REPI easement held by US Department of Defense. 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Sarah Spaeth Title: Director, Conservation and Strategic Partnerships Address:1033 Lawrence Street, Port Townsend Phone: (360) 379-9501 ext.101 Email: sspaeth@saveland.org 6. Sponsor Information: (if different than applicant) Organization Name: Contact: Title: Address: Phone: () , ext. Fax: �) Email: - , ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17, 2020 12 2020 CF Program Application FINAL ham,://—vw.co.j efferson.wa.us/560/Conservation-Futures-Prosrarn 7. Site Location Street Address or Description of Location: 4655 W. Valley Road, Chimacum, WA 98325 Driving Directions from Port Townsend: Drive south on SR19 to Chimacum. Take Center Road south to Egg & I Road. Head west on Egg & I to West Valley Road. Property starts on SE corner of intersection with Egg & I. Driveway to main house from W. Valley. Section: 3 Township: 28N Range: 1 W Assessor's Parcel Number(s): 801 032 002 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. A conservation easement is proposed, so property ownership will remain unchanged with the Laurie J Hannan Living Trust. Please list the assessed values for each property or APN, as applicable. The current Assessed Market Value is $600,657, and the agricultural current -use Assessed Taxable Value is $387,705. 8. Existing Conditions New Site: Yes X No Number of Parcels: 1 Addition to Existing Site: Yes No X Total Project Acreage (if different): Acres to Be Acquired: 115.8 Current Zoning: Ag Production 1:20 Existing Structures/Facilities: 2 houses, each with an attached garage; historic barn with an attached milking parlor; a machine shed; and a concrete loafing area. 3500-gallon septic installed in 2009. Domestic well. Fenced garden, fenced and cross -fenced pastures. Any current covenants, easements or restrictions on land use: Easement for County road; 30'- wide strip "condemned for drainage canal" in the property's legal description, presumably for the Chimacum Drainage District; County covenants requiring treatment of the drinking water and monitoring of the septic system. Current Use: Agricultural and residential Waterfront (name of body of water): Chimacum Creek Shoreline (linear feet): 2000 feet of Chimacum Creek and 3000 feet of tributaries Owner Tidelands/Shorelands: 9. Current Property Owner X is _is not a willing seller. Project Description 12 2020 CF Program Application FINAL htt //www.co.'efferson,wa.us/560/Conservation-Futures-Pre,,ram 10. In 1,000 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. Hannan Project Description Jefferson Land Trust is applying for $50,000 to contribute to the purchase a conservation easement from willing landowners of one of the largest family farms left in the Chimacum Valley. We seek to keep this agricultural land as a single property available for farming in perpetuity. Jefferson Land Trust is also applying this year for a State Farmland Preservation grant and working with the Navy's REPI program to secure match funding. The property is located —4 miles south of downtown Chimacum in the fertile bottomland of Center Valley. It is visible from West Valley Rd. and Egg & I Rd., and is surrounded by adjacent farmlands, forests, wetlands and open space. The Farm's structures are on a knoll in the NW corner of the property that rises about 100' above the Creek. The Hannan Farm consists of valley bottom pastureland. It includes approximately 2,000 feet of the east fork of Chimacum Creek bisecting the property, about 3,000 feet of seasonal streams, and a man-made pond in the SE corner which extends onto a neighboring property. While not natural or undisturbed, WDFW has identified this portion of the Creek as spawning habitat for winter steelhead and coho salmon, with cutthroat present as well; as having Freshwater Emergent and Freshwater Forested/Shrub Priority Habitats; and as being within % mile of wood duck breeding areas (possibly on the pond in the SE corner). The county critical areas maps show much of the property as wetland; however the pasture rarely floods. A couple of areas are identified as Susceptible Aquifer Recharge Areas, and —24 acres are classified as FEMA Flood Zone A. These Flood Zones are on the north side of Chimacum Creek and well below all the structures and, unlike other parts of Chimacum Creek in the valley, here flooding only occurs when there is extreme precipitation. There is a domestic well to the east of the houses, and a 1973 surface water right for an "unnamed stream" of 0.01cfs, non -consumptive, continuously each year for "wildlife refuge, fish propagation and recreation." All the soils on the property are identified as Farmland of Statewide Importance or Prime Farmland (some if drained) by the NRCS. Almost all of the property is flat, open pastureland, and it is fenced and cross - fenced to keep livestock out of the Creek. Recent CRF.P fencing and plantings (15,000 trees) of 35-foot buffers on each side on Chimacum Creek, and 15-foot buffers on other streams have occurred. Only a few small areas of trees are present on the property — the southern boundary and in the central north. There are two gravity -fed livestock watering troughs, with an additional dam and lined -pond planned using Jefferson Conservation District (JCCD) help; previous JCCD BMP projects include manure storage areas and gutters on the barn. There are some mature trees and a sizable fenced garden near the houses. The Hannan Farm is currently raising beef cattle and a few horses. The Farm stopped dairying in 1972; while the owners used to do direct marketing, they found it difficult to compete with other established local producers, so they now sell feeder cows and a few heifers. The owners/farmers would like to snake further improvements including reseeding the pasture for better hay production and replacing aging perimeter fencing. 12 2020 CF Program Application FINAL Two houses are on the property: a main house (2009) and a rental (1930), and an historical barn in good shape, built in 1900 and listed on the Washington Heritage Barn Register. The barn has an attached milking parlor and concrete loafing area for livestock, and there is a nearby machine shed. The Hannan Ranch property is zoned AP 1:20, with the two residences on site using 2 of the presumed 5 development rights (115 acres at 1:20). It is presumed that 2 ADUs could be added if the owners want to, without exercising any additional development rights. The landowners are interested in preserving the farm through a conservation easement to Jefferson Land Trust and a REPI easement that will eliminate the remaining unused development rights (presumably 3), and preserve the 115 acres for continued agricultural uses and habitat associated with Chimacum Creek. Overarching Goal: To preserve the 115-acre Hannan Farm, one of the largest farms in the valley, with easements that reduce the development potential from five to two residences; that protect prime agricultural soils and preserve the historical working farm, as well as Chimacum Creek riparian salmon and steelhead spawning habitat, and that maintain the scenic open space values of the property. Objectives: 1) Secure Jefferson County Conservation Futures funding, State Farmland Preservation funding (application due May 1, 2020), and Navy REPI support for purchase of a conservation easement 2) Draft the conservation easement and REPI easement with landowner input 3) Obtain appraisals to determine value of CE and REPI easements funding as a match for CFF program. Purchase easements in 2021 or early 2022. 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. Estimated or Appraised Value of Propert(ies) to be Acquired: $500,000 Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): $60,000 Total Operation and Maintenance Cost: 0 Total Project Cost: $560,000 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 value of the conservation easement and REPI easement are estimated to be worth $500,000 based on recent appraisal work completed on nearby farmland. An official appraisal process will take place once funding for the project has been secured. Both the conservation easement and REPI easement will be valued separately, though as in previous projects, the landowner is only paid the value of the more restrictive easement. Hannan Farm Easement related costs Timeline Est. Cost CFF Request Match Easement acquisition Spring 2022 $500,000 $30,000 $470,000 V 12 2020 CF Program Application FINAL htlp://www.co.jefferson.wa.us/560/Conservation-Fut-ares-Proxram Land acquisition related costs, i.e. Late 2021 through $40,000 $20,000 appraisal, survey, Baseline document, 2022 or 2023 Stewardship Plans, closing costs Project management, admin and legal 2019 - 2023 $20,000 fees Total Scored Questions ! I $560,000 $50,000 $20,000 $20,000 $510,000 1 a. Sponsor or other organizations _X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. Jefferson Land Trust is applying to the 2020 State Farmland Preservation Program for approximately 50% of the project cost, and has also requested match funding through the Navy's Readiness and Environmental Protection Integration program. 1 c. Matching Fund Estimate Acquisition O&M % Conservation Futures Funds Requested $50,000 9 % Matching Funds/Resources* $510.000 91 % Total Project Acquisition Cost $560.000 100% * If aprior acquisition is beingproposed as match, please describe andprovide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. 1 d. Source of matching Amount of Contribution funds/resources contribution approved? WWRP Farmland Preservation $260,0000 Yes No Navy REPI Program. $250 000 Yes No If not, Contribution If not, when? available now? when? June 2021 Yes No Fall 2021 Yes No at closina, NOTE: Matching funds are strongly recommended and a higher rating will be assigned to those projects that guarantee additional resources for acquisition. Donation ofproperty 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. 12 2020 CF Program Application FINAL h tt i�://www. co. iefferson.wa.us/560/Conservation-Futures-Program 2 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. Jefferson Land Trust will conduct stewardship and monitoring of the conservation easement terms, 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 easement should it become necessary. Jefferson Land Trust has a legal defense fund of over $700,000, and continues to build this fund with each new easement acquisition, recognizing the legal obligation and responsibility of protecting the conservation values in perpetuity. In addition, Jefferson Land Trust 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 Jefferson Land Trust holds and stewards. Protection actions for this property will be designed to both protect the agricultural soils and farmland values, while balancing the water quality and impacts on Chimacum Creek and needs for declining salmonid populations in line with regional salmon recovery priorities. The Conservation District is currently working with landowners in the region to restore salmon riparian and wetland habitat, providing technical expertise, support, and on -the -ground oversight of activities. On this property, the JCCD has implemented fencing and other projects for efficiently raising cattle (i.e. gravity -fed watering troughs), along with tree planting and other water quality protections for the creek. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, North Olympic Salmon Coalition, Jefferson County Conservation District, Hood Canal Salmon Enhancement Group and others. We hold 62 conservation easements on 4,051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135-acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Holt River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7,400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 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. 12 2020 CF Program Application FINAL htl ://www.co. �efitrson.wa.us/560/Conservation-Futures-Pro ,ram _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: As the only local land preservation organization, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018; Quilcene Headwaters to Bay and Tarboo Forest Addition 2019. 4 a. Property _X—can _cannot feasibly be acquired in a timely fashion with available resources. 4 b. Necessary commitments and agreements X are _are not in place. All parties are in agreement, however WWRP State Farmland Preservation grant is not awarded until Fall 2021. 4 c. All parties _are X are not in agreement on the cost of acquisition. Once funding is secured, we will be able to initiate the valuation process. Appraisals are necessary to determine the fair market value of the conservation easement and the REPI Easement. Once the appraisals and appraisal reviews are complete, we will be able to make the landowners an offer based on the higher valued conservation easement. 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. _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 Jefferson Co. Comprehensive Plan says that "It is Jefferson County's intent to protect and foster opportunities for the successful practice of agriculture. Land with prime agricultural soils clearly must be preserved" and a soil productivity classification of 12 Animal Month Units puts the soils here in the highest-ranking class. Jefferson Land Trust's Conservation Plan, based on community input, identifies "prime farmland soils and/or proven productivity" and "proximity to population centers" as priorities for agricultural protection, and calls out Center Valley as a specific agricultural priority area. It also identifies streams and wildlife corridors as priorities for habitat protection. The American Farmland Trust's 2012 report Losing Ground: Farmland Protection in the Puget Sound Region includes a Jefferson County Scorecard which identifies the need for additional farmland protection and also acknowledges the important role of the Conservation Futures Fund in that effort. 12 2020 CF Program Application FINAL httg:/,Iwww.co. iefferson.wa.us/560/Conservation-Futures-Program A 2009 State Office of Farmland Protection Report notes "The legislature finds that the retention of agricultural land is desirable, not only to produce food, livestock, and other agricultural products, but also to maintain our state economy and preferable environmental conditions" and this report also documents decreasing farmland acreage and land prices rising with development pressure. The Olympic Peninsula Resource Conservation & Development proposed Adaptation Strategies in their "Climate Change Preparedness Plan for the North Olympic Peninsula" (2015). In this plan, they suggest to "acquire and preserve existing vegetated, unprotected areas adjacent to river systems" and to "designate and prioritize funding for additional land designated for agriculture". This farm lies within the area mapped as "Above/Far Above Average Resilience" in The Nature Conservancy's 2015 Resilient Pacific NW Landscapes report. The proposed project supports identified goals in all of these plans. 6. Conservation Opportunity or Threat: 6 a. The proposed acquisition site _X_does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. As noted in #5 above, farmland is being converted as our area continues to experience population growth and consequently economic pressure on farmers to subdivide and sell. Here we have landowners who are willing to preserve 115 acres of productive family farmland surrounded by other farms, and an important segment of Chimacum Creek, (salmon spawning habitat in Center Valley), by reducing the development and subdivision potential and resulting impacts from five residential rights down to two, through the sale of a conservation easement to Jefferson Land Trust and a REPI easement to the Navy. We began discussions with the landowners in 2019, and they are eager to move forward with the preservation effort, and to continue to improve their farming and restoration practices. The mother -daughter team inherited the farm from Bob Bundy, former husband and father, respectively, and have been working to keep the farm viable. Purchase of the easement will provide funding for the landowners to increase their agricultural productivity, encourage restoration and enhancement efforts on Chimacum Creek, contribute to the long- term affordability of farmland by removing development rights, and preserve one of the few remaining large farms that have enough acreage to provide diverse farming options. 7. Summarize the project's conservation values and how the CF funds requested support these values. The conservation values to be protected are working agricultural land, surface water quality and groundwater recharge, and riparian habitat for threatened salmon and other species. With CFF funds, protection through a conservation easement will keep the property in single ownership, prohibit subdivision on this large farm property, and allow the family to continue farming on this land. 8. The proposed acquisition: 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. X contributes to an existing or future wildlife corridor or migration route. 12 2020 CF Program Application FINAL httE//vn w.co.iefferson.wa.us/560/Conservation-Futures-Pro--raji; 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.' WDFW has identified this reach of Chimacum Creek as having spawning habitat for winter steelhead and coho, with cutthroat present as well. This will add another segment to the protected Chimacum Creek riparian corridor connecting the marine waters of Port Townsend Bay to forested uplands, thereby enabling species movement with changing climate and seasons. This property includes Priority Freshwater Emergent and Freshwater Forested/Shrub Habitats, as depicted in a WDFW Priority Habitat and Species report on this location. 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. There has been recent CREP fencing and planting (15K trees) of 35 feet on each side that buffers Chimacum Creek, and 15-foot buffers placed on other streams and drainages; and a man-made pond was built in the SE corner of the property which extends onto the neighboring property. These improvements, in addition to livestock watering troughs and fencing, enhance habitat by keeping livestock out of the Creek and shading the riparian area. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. As described above, protecting this large farm and Chimacum Creek through an easement will eliminate the possibility of development into five parcels, thus keeping the 115 acres whole, and eliminating 3 development rights, thereby reducing the challenges of working with multiple landowners to retain intact habitat. In addition, the landowners have shown an interest in habitat protection and enhancement through their past projects along the creek including water quality protection efforts. The project will retain spawning habitat for winter steelhead and coho (identified on WDFW SalmonScape) and cutthroat trout (WDFW Priority Habitat and Species report) by allowing the CREP plantings to grow and shade the Creek, thereby helping stabilize water temperatures. 10 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. The Hannan Farm property has been farmed since early settlers came to Jefferson County and converted wetland and stream habitat to farmland; the existing barn was built in 1900 and is listed on the Washington Heritage Barn Register. Until 2016, it was owned by Bob Bundy, and for many years was one of several local dairies in operation. Currently the Hannans run 35-40 beef cattle, mostly registered Black Angus. They used to do direct marketing but found it difficult to compete with other established local producers, so now they sell feeders and a few heifers. The landowners' wishes for the property are to preserve a working farm raising hay and beef cattle and receive some support to enable improvements that include reseeding the pasture for better hay production and replacing some fencing. They would like to 1 See, for example, http://www.dnr.wa.Xov/researchscience/tonics/naturalheritage/pages/amp nh.aspx http://www.wdfw.wa.gov/conservation/phs/list/ http://wwwl.dnr.wa.,L,,ov/nhp/refdesk/plants.html http://wwwl.dnr.wa.gov/nhp/refdesk/pubs/wa ecological systems..pd_f 12 2020 CF Program Application FINAL http:/,'A% ww. co. i efferson.wa.us/560/Conservation-Futures-Pro ,gram continue to work with JCCD on water quality and pasture improvements, and possibly additional enhancement activities in the riparian habitat. 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. As described above, there has been recent CREP fencing and planting and a man-made pond was built in the SE corner of the property that extends onto the neighboring property. Water quality projects include two gravity -fed livestock watering troughs with an additional dam and lined -pond planned (all with JCCD help), and previous JCCD best management practices (BMP) support was provided for gutters on the barn and manure storage space. The current owner's record of implementing best management practices that preserve and/or enhance soil, water quality, watershed function and wildlife habitat has been shown by the successful completion of numerous projects with JCCD, as described above. In fact, recently the owners completed a major "cleanup" around the farm and removed over 55 tons of scrap that had accumulated in the past. The farm is "unusually tidy" after this cleanup. From past projects with the JCCD and on their own, it is clear that, if provided with funding and help, the owners wish to continue to restore and enhance their farm and the riparian habitat along the creek and wetlands. 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. The acquisition of the conservation easement and REM easement on the entire farm will provide protection against any subdivision of the property and limit the number of residences to the current two along with ADUs allowed under county code within the designated building envelope. Additionally, the conservation easement will include impervious surface limitations designed to preserve the prime soils and soils of statewide significance. The continuation of BMPs on the farm and continued protection and enhancement of the buffers on Chimacum Creek and on other streams and drainages will preserve soil, water and habitat quality. All of this will enhance the watershed function and habitat in the unfarmed areas. Continued responsible farming will help control runoff that could erode soils and add sediment to the Creek and be detrimental to habitat. Continued agricultural use will also reduce the likelihood of increased impermeable surfaces that often accompany development, and those surfaces would increase runoff and reduce groundwater recharge. 11 a. 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. Silviculture is not a proposed use of this agricultural land. 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. NA 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. NA 12 a. 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 12 2020 CF Program Application FINAL http://wwNv.co,iefferson.wa.us/560/Conservation-Futures-Progmm Project is part of larger effort spearheaded by local agencies and organizations to protect important agricultural lands and to help landowners operate successful and viable businesses that will contribute to the local economy and secure food systems. Much of this effort has focused on prime agricultural lands and businesses in the Center and Beaver Valleys. The Jefferson LandWorks Collaborative is a model of land conservation and rural economic development, with the threefold goal: 1) to ensure that there is affordable prime agricultural land in large enough tracts that the farmer can be profitable, 2), to ensure that farmers have access to the business training, capital and know-how to be profitable, and 3) to ensure that there are both the consumer demand and robust markets to accommodate the farmers' needs. Protection of the Hannan Farm provides benefits as a member of the local farming community, which is becoming a prime area for local food-to-markettfood-to-table agriculture, serving several stores, restaurants and farmers markets in Jefferson County. Local farms are critical to food security and to the local economy, and their food benefits residents of all ages. Jefferson County is fortunate in having farmers whose average age is below that of the national average, which bodes well for our future, and this could be tied to efforts like this to keep farmland relatively affordable. In addition, salmonid populations also benefit from preservation of Chimacum Creek and adjacent pasturelands and are critical species of concern in the Hood Canal and Puget Sound regions. The KEPI (Readiness and Environmental Protection Integration) program is a national land -conservation funding source available through the Department of Defense. The Hood Canal region is of great strategic importance to the Department of Defense. As such, the Navy works with conservation partners to identify areas with common interest for preservation of working forests, farmland, and high -value wildlife habitat. The Hannan project represents an opportunity for the Navy and the Land Trust to work with willing landowners to conserve land, thus protecting and buffering military installations and operating areas from development. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. No. 13. 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.' Public access to this private farm is not planned, however, the farmers may choose to participate in the annual farm tour, and may be willing to allow access for supervised tours, educational programs, science surveys and research. 14. The proposed acquisition X includes historic or culturally significant resources3 and X is registered with the National Register of Historic 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 orprovide documentation of the historical or cultural resources. 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 12 2020 CF Program Application FINAL hstn: -ww.co.jefferson.wa.i�s/560/Conservation-Futures-Proi-,ra Barn built in 1900 is on the Washington Heritage Barn Register. Verification 15. 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. `s s _Initials 3 2 Lt') Date 16. 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 3(2S 1cDate 12 2020 CF Program Application FINAL bttp://www.co. K it "• 3 � L ^( � �� - f f _ 3 "W � Y �' �-•`�,,,'',�a� � �,� - �` �^ � *' � �, ..may w�' lk -IV a ryyJAIC n S F Y V j� J^ w Barnyard and pasture facing southwest On top of knoll, facing east to Hungtingford property Machine shed .4 � Milking parlor building and pasture facing south L� sULA •''. salmon i-Ial� O riL • %L „s v err I UIL T,.,trerrJ � a IU Hannan Farm Jefferson Land Trust Preserves Conservation E asements IJ LIICI4.0 II�CIYt]LIUIILt]II AIS Roads I �ws s ' � IsiarLd I,. 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I� la n nan Farm 2017Aerial Image (NA,IP) For informational purposes only All It Location Map data represented are from varying sources and approximate - Map created in F EBRUARY, 2 02 0 Landowner Acknowledgement Form' Project Applicant Information Applicant Name: Jefferson Land Trust Project Number/Name: Hannan Farm Contact: ❑ Mr. ® Ms. First Name: Sarah Last Name: Spaeth Title: Director of Conservation and Strategic Partnerships Mailing Address: 1033 Lawrence St. Port Townsend, WA 98368 E-Mail Address: sspaeth@saveland.org Property Information Address or Location: 4655 West Valley Road, Chimacum, WA 98325 County/Parcel Number: 801032002 Landowner Information Landowner Name: Laurie J Hannan Living Trust Representative: ❑ Mr. ❑ Ms. First Name: Last Name: Title: Mailing Address: 4655 West Valley Road, Chimacum, WA 98325 E-Mail Address: Ljhannan3324@me.com E -:7—. .14,a 1 • �-' ai ^/ 6' �(landowner name) is the legal owner of property described in the grant application being submitted to the Recreation and Conservation Office by the project applicant. 2. 1 am aware that the project being proposed in the grant application is on my property. 3. If a 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 applicant, I will recuse myself from decisions made by the project applicant to work on or purchase my property. 6. There are / are not (circle one) tenants on the property. Tenants displaced as a result of this project may be eligible for relocation assistance. La d r/Re r en ati ure i Date ' "Manual 3: Acquisition Projects," Appendix H 2020 Jefferson County Conservation Futures Program 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@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Quilcene Headwaters to Bay Preservation 2. Conservation Futures Acquisition Request: $74,649 (in addition to the $118,323 awarded in 2019) Conservation Futures O&M Request: $0 (already awarded in 2019 CFF round) 3. Total Conservation Futures Request: $74,649 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? Paul and Sarah Mahan, with a conservation easement held by Jefferson Land Trust, and a REPI easement held by the US Department of Defense. 5. Applicant Information Organization Name: Jefferson Land Trust Contact: Sarah Spaeth Title: Director, Conservation and Strategic Partnerships Address: 1033 Lawrence Street Phone: (360) 379-1135, ext.101 Fax: �� - , ext. Email: sspaeth@saveland.org 6. Sponsor Information: (if different than applicant) same Name of Applicant or Organization: Contact: Title: Address: Phone: �� , ext. _ Fax: �� - , ext. Email: 1 This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on February 19, 2019 for first request, March 17, 2020 for second request 7. Site Location Street Address or Description of Location: 240 Jakeway Rd. Quilcene 98376 Driving Directions from Port Townsend: Take Center Road south to East Quilcene Road. Head east to Jakeway Road (just past head of Quilcene Bay). Turn left onto Jakeway Road and follow to 240 Jakeway on the right. Section: 18 Township: 27 N Range: 1 W Assessor's Parcel Number(s): 701 181 001, 701 181 004 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. Both parcels listed above are to be preserved with a conservation easement held by Jefferson Land Trust, along with a Navy KEPI easement. Please list the assessed values for each property or APN, as applicable. 701 181 001 — $187,099 current taxable value (includes improvements), market value assessed at $248,352 701 181 004 - $4,697 current taxable value, with market value assessed at $163,213 8. Existing Conditions New Site: Yes No X Number of Parcels: 2 Addition to Existing Site: Yes X No Acres to Be Acquired: 79.95 Total Project Acreage (if different): —135-acres (adjacent protected land on Donovan Creek+ Mahan) Current Zoning: AL 1:20 Existing Structures/Facilities: One residence, a garage/barn and other small outbuildings Any current covenants, easements or restrictions on land use: None Current Use: Residential, forestry and agricultural uses Waterfront (name of body of water): Jakeway Creek Shoreline (linear feet): Approximate length - 3700 ft of Jakeway Creek and tributaries Owner Tidelands/Shorelands: None 9. Current Property Owner X is is not a willing seller. 2 Project Description 10. In 1,000 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. With this proposal, Jefferson Land Trust requests additional funding in the amount of $74,649 from the Jefferson County Conservation Futures Program in 2020 for the Quilcene Headwaters to Bay project, previously awarded CFF funding in 2019 in the amount of $118,351. The goal of this headwaters -to -bay project is to permanently protect wildlife habitat, farmland, and forests along Jakeway Creek, a drainage that flows into Quilcene Bay. The bay supports seven species of salmonids including federally -threatened Hood Canal summer chum salmon, Puget Sound Chinook salmon, steelhead trout and coastal Puget Sound bull trout, as well as Strait of Georgia coho salmon (federal species of concern), pink salmon, and cutthroat trout. The Bay also provides spawning habitat for herring, smelt, and Pacific sandlance, which are important food sources for many other species. The salt marshes and Quilcene Bay also support eelgrass and dunegrass beds that provide cover and habitat. It is also home to native shellfish crabs, beavers, river otter, harbor seals and numerous shore and water birds including at least nine federal or state listed species. The rich natural resources of this estuary also support recreational shellfish harvest and one of the largest commercial shellfish industries in the nation, as well as agricultural lands, and a coastal community that continues to rely on the health of this system for its economic, recreational, and cultural vitality. We are currently working on Phase I of the project with the Mahan family, who are interested in permanently restricting development of their nearly 80-acres of upland forest, pastureland and Jakeway Creek, a tributary to Quilcene Bay. Approximately 14-acres of the Mahan property is pasture, garden, and fruit trees in the area of the single residence, with the remaining 66 acres in second growth forest, rising up to the east from about 50' to 500' elevation and crossed by perennial Jakeway Creek and other drainages. The large western red cedars were harvested in the early 1970's and subsequently the bulk of remaining forest was harvested in 1992 and replanted with Doug fir. A fair amount of alder and big leaf maple of mixed age classes exist in the lower elevation area and a small pocket of old, mature cedar and fir is located in the NE corner of the property. The project will result in preservation of large forested riparian buffers along the Jakeway Creek headwaters, a forest preserve totaling 25.9 acres managed to achieve old growth characteristics; a working forest of 19.6 acres; enhancement of water quality in Jakeway Creek and prime soils for agricultural uses in an agricultural zone. A Navy REPI easement and a conservation easement held by Jefferson Land Trust will extinguish all but one of the four development rights existing under county code. According to WDFW, Jakeway Creek hosts coho, cutthroat, waterfowl concentrations, trumpeter swans (plus fall chum, steelhead, in Donovan Cr.), and includes priority freshwater emergent and freshwater forested/shrub habitat and a spotted owl management buffer. 3 This project builds upon extensive restoration efforts undertaken over the past decade on Jakeway and Donovan Creeks by Jefferson County Conservation District, Jefferson Land Trust and the Hood Canal Salmon Enhancement Group. Jefferson Land Trust preserves over 56 acres of riparian, wetland and estuarine habitat at the head of Quilcene Bay through a conservation easement and fee ownership of several preserves. We worked with project partners on a major restoration project to restore Donovan Creek to its historic channel, and have replanted the riparian buffer and wetlands with thousands of native plants. Other adjacent lands are owned by Pope Resources, DNR and private landowners. Landowners adjacent to the Mahans may be interested in Phase II of the Quilcene Headwaters to Bay project through sale of a conservation easement on their property. Protection of the Jakeway Creek tributary represents an important expansion of these investments and is being developed in close partnership with the Conservation District. See table below for budget spreadsheet. Overarching Goal: Preserve the 80-acre Mahan property with easements that reduce development potential from four residential rights to one; protect the prime agricultural soils, Jakeway Creek riparian habitat and scenic open space values of the property; protect 19.6 acres of the upland forest as a working forest and another 25.9 acres as a forest preserve with restrictions on forestry activities. Success of this project will help the Mahans pay off existing loans on the property and secure an option to acquire adjacent pastureland. This may lead to a second phase of preservation efforts in the project area. Objectives 1) Secure Jefferson County Conservation Futures funding for purchase of the conservation easement — June 2019 — CFF funds awarded in the amount of $118,351 2) Secure additional $74,649 Jefferson County Conservation Futures funding for purchase of the conservation easement — June 2020 based on anticipated funding shortfall. 3) Finalize conservation easement and REPI easement with landowner input. 4) Obtain appraisal to determine value of CE and REPI easement funding as match for CFF program. Purchase the two easements in fall 2020. 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. Projected costs have been amended for this 2020 application: Estimated or Appraised Value of Propert(ies) to be Acquired: $450,000. Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): $65,000 Total Operation and Maintenance Cost: $10,000 Total Project Cost: $525,000 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): 4 The easement value for the Mahan property is now estimated to be up to $450,000 due to additional forest harvest restrictions and other recent appraisals for other projects. This is an increase from the 2019 application for the same project, hence the request for additional funding. An appraisal will be initiated in the next month to determine the value of the conservation easement and the REPI easement, and is expected to be complete in June 2020. Operation and maintenance costs include annual monitoring of the easements for a period of 10 years. The landowner will be selling the conservation easement at full fair market value. Quilcene Headwaters to Bay Preserve Timeline Project related costs Easement acquisition Fall/Winter 2020 Land acquisition related costs, i.e. Late 2019 and appraisal, survey, Baseline document, 2020 Stewardship Plans, closing costs Project management, admin and legal ongoing fees Est. Cost $450,000 $50,000 I $15,000 CFF Request Match i $123,000 $327,000 J $50,000 $15,000 o&M ongoing $10,0001 $5,000 Total � - -- $525 000 Total: $193 000 2019 Awarded: $118,351 2020 Request: $74,649 Scored Questions $5, 000 I $332,000 I 1 a. Sponsor or other organizations X will _will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 1 c. Matching Fund Estimate Conservation Futures Funds Requested Matching Funds/Resources* Total Project Acquisition Cost Acquisition O&M % 188 000 �-,5,000 37% $327,00 ILM 63% $515,00 $10,000 100% 5 *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. 1 d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? US Department of Defense S275,000 — Yes No late 2020 Yes No after appraisal Cash $57,000 Yes No Yes No $ Yes No Yes No S 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 ofproperty 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. 2 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. Jefferson Land Trust will conduct stewardship and monitoring of the conservation easement terms, 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. Jefferson Land Trust has a legal defense fund of over $700,000, 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, Jefferson Land Trust 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 Jefferson Land Trust holds and stewards. Protection actions for this property are designed to balance forestland management and the agricultural vitality of the region with the habitat needs for declining salmonid populations and estuary functions in Quilcene Bay in line with regional salmon recovery priorities. The Conservation District is currently working with landowners in the Quilcene Bay watershed to restore salmon riparian and wetland habitat, providing technical expertise, support, and on the ground oversight of restoration activities. In addition to restricting future development and industrial forest management to a small portion of the forested acreage, this project provides a potential future partnership opportunity for the Conservation District to conduct restoration and enhancement activities on Jakeway Creek, which would reduce sediment buildup and improve salmon habitat. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, NOSC, JCCD, HSCEG and others. We hold 62 conservation 31 easements on 4051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135- acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 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: As the only local land preservation organization utilizing permanent conservation tools, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 - Bloede12011; L. Brown 2012; Boulton Farm 2012; Quimper Wildlife Corridor and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018. Tarboo Forest Addition, Quilcene Headwaters to Bay 2019. 4 a. PropertyX can _cannot feasibly be acquired in a timely fashion with available resources. 4 b. Necessary commitments and agreements _are X are not in place. 4 c. All parties _are X are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. 7 We have drafted the conservation easement and REPI Restrictive easement documents with landowner input on specific provisions. The appraisal process is due to begin in spring of 2020 and a survey of conservation zones will be initiated soon. The Land Trust will offer the Mahans the fair market value for the higher valued easement. Closing will hopefully take place in fall of 2020 depending on timing of County funding. 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. One of the most significant and unique features of this project is opportunity to protect a watershed that directly feeds into Quilcene Bay. Because of substantial intact tidal marsh habitat, Quilcene Bay has been recognized as a priority ecosystem for protection and restoration by many groups. It is a priority nearshore conservation area according to The Nature Conservancy's Willamette Valley -Puget Trough - Georgia Basin Ecoregional Assessment (Floberg et al. 2004) because of its importance for conservation targets such as surf smelt (an important forage fish) and Olympia oysters. Priority Conservation Areas are defined as areas of biodiversity concentration that contain target species, communities and ecosystems and are considered the highest priorities for conservation. It is also a priority zone for the recovery of threatened Hood Canal summer chum salmon (Summer Chum Recovery Plan 2007) and Puget Sound bull trout (USFWS Draft Recovery Plan for the Coastal -Puget Sound Distinct Population Segment of Bull Trout 2004). Furthermore, Quilcene Bay and the estuarine and palustrine wetlands nearby provide many habitat and foraging values that are recognized by national and regional plans aimed at conserving shorebirds, waterfowl and water birds. Jefferson Land Trust's community -vetted Conservation Plan articulates the importance of healthy rivers and streams that enter into Hood Canal — "Many salmonid species spend a large part of their early life stages in the estuaries, and water quality conditions in Hood Canal are essential to their continued survival" (pg 14 and Pg 17, Jefferson Land Trust Conservation Plan, 2010). It also states that we should "integrate aquatic corridor and watershed scale conservation tactics". 6. Conservation Opportunity or Threat: 6 a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. The Mahan family is very interested in working with project partners to preserve and steward their 80 acres for the habitat and working land conservation values on site. They are also keenly interested in acquiring the neighboring property to the west and south from willing sellers. With sale of the easements on their parcel, they hope to be in a position to secure the adjacent —67 acres for agricultural production and further salmon habitat and water quality protection. This would likely include a Phase II request to the Conservation Futures program that would complete a preserved corridor from the Bay to the forested uplands. 8 7. Summarize the project's conservation values and how the CF funds requested support these values. Conservation values of this Quilcene Headwaters to Bay project include the potential for a corridor connecting shoreline, lowlands, and forested uplands in the Jakeway Creek watershed. As mentioned earlier, both Jakeway Creek and Donovan Creek enter into the head of Quilcene Bay estuary. Healthy creek and buffer habitat will protect water quality and benefit salmonid species as well as other wildlife that live in the estuary or utilize the creeks as corridors to upland habitat. Significant forest management restrictions on 25.9 acres of upland forest on the 80-acre Mahan property will preserve water quality and provide for wildlife habitat for multiple species. Commercial timber harvest on an additional 19.6 acres of upland forest will provide the economic benefits of working forestland while requiring a longer timeframe between harvests. Conservation Futures Funds will contribute to the purchase of a conservation easement that will allow one residential right, allow for continued agricultural and forestry uses and allow for potential future restoration and enhancement activities on Jakeway Creek. Protection, restoration, and sustainable management of the Phase I Mahan properties will build on preservation of a wildlife corridor between the marine waters of Quilcene Bay and forested uplands, and reduce sedimentation of salmon and shellfish habitat, and herring spawning grounds. Social and economic benefits include retaining prime agricultural land for local food production, sustainably managed forests that increase resiliency with climate change, and preserving the viewshed of Quilcene and nearby US Highway 101, a Pacific Coast Scenic Byway. 8. The proposed acquisition: 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. 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 Habitats) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use.' According to WDFW Priority Habitat and Species Report, Jakeway Creek hosts coho and cutthroat trout, and the project area includes priority freshwater emergent and freshwater forested/shrub habitat and spotted owl management buffer. Water quality from the property is important to the health of Quilcene Bay and the conservation values of this tidal estuarine habitat as indicated in #5 above. 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. The current landowners are not currently involved with specific programs that enhance wildlife habitat, but are very committed to land preservation and future enhancement activities. It is that deep interest that has led to Jefferson Land Trust involvement in the property. The landowner is very open to management suggestions that the Land Trust and other organizations and/or private consultants may provide as we get to know the property better. See, for example, hftp://www.dnr.wa.j,Gov/researchscienc -,/toics/naturalherita e/ a es/am nh.as x http://www.wdfw.wa.gov/conservation/phs/list/ http://wwwl.dnr.wa.gov/nhp/refdesk/I)Iants.html http://wwwl.dnr.wa.gov/nhp/refdesk/pubs/wa ecological sy=stems.pdf 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. Much of the Jakeway Creek tributaries are located in the upper forested areas of the property. The proposed riparian habitat zone and forest preserve zone will protect the water quality provided by the tributaries in the upper watershed that are important for the health of salmonid populations. The lower section of Jakeway Creek that is onsite was re-routed in approximately 1954 to the north and is mostly a straight ditch. The Mahans are open to improving the salmon habitat in the lower section with fencing and buffer planting with the guidance of the JCCD. Reconnecting Jakeway with its historic channel on their property has been discussed with landowners and the Conservation District but has been determined to be difficult if not impossible due to potential impact to neighboring structures and property. 10 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. The Mahans are currently raising livestock and hay, have horses and a garden. If they are successful in securing the neighboring property, they will increase the number of livestock and agricultural uses of the total property within the pastured areas. 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. Currently livestock are fenced out of the riparian buffer of Jakeway Creek. 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. Soil, water quality, watershed function and wildlife habitat will all benefit from preservation of agricultural soils in the low-lying pastureland through development restrictions and Best Management Practices; creek and riparian preservation and enhancement through additional fencing and buffer plantings and other activities. Controlling runoff in these ways will not only reduce erosion of agricultural and forest soils and siltation of Quilcene Bay and its shellfish habitat, but also contribute to replenishment of groundwater and aid resiliency in the face of a changing climate. 11 a. Describe the extent and nature of current and planned silvicultural use of the proposed acquisition. Please cite orprovide documentation of existing orplanned silvicultural activities including forest management plan (s) or forest ecosystem restoration. After much discussion and negotiation on the future forest management options, the landowner and Land Trust have mutually agreed that the proposed conservation easement design will include two different forest zones on the property; one zone of 19.6 acres will continue as a working commercial forest with forest management guided by DNR current Forest Practices and 50-year rotation cycles. In the second forest Zone — indicated as the 25.9 acre Mowers Forest Preserve on the CE zone map, the overall goal is to preserve and enhance the ecological functions through management aimed to advance 10 old growth characteristics. No timber revenue is allowed from management activities in the Mowers Forest Preserve. 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Since their purchase of the property, the landowners conducted partial pre -commercial thinning of the replanted industrial forest to improve the species diversity of the stand and allow for better growth of the trees. The Mahans installed boulders in drainage ditches located in the upland forest under the guidance of Department of Natural Resources, with the goal of improving water quality by slowing down water flow and subsequent erosion. They have also conducted invasive species removal, specifically by removing significant amounts of non-native blackberry. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. Soil, water quality and wildlife habitat in the upland forest zone will be preseved primarily through permanent requirements in the conservation easement guarateeing wide riparian buffers and the designation of the Mowers Forest Preserve on 25.9 acres (see 11 a). With this multi -phased project, we have a unique opportunity to preserve the Forests, Farm and Fish from the headwaters all the way down to Quilcene Bay. 12 a. 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. Preservation of the Mahan property through purchase of the conservation easement and the KEPI easement benefits our community on many levels. As mentioned above, Quilcene Bay is recognized nationally (perhaps even internationally!) as a critical estuary for commercial shellfish production, and good water quality from the watersheds above is paramount for this industry. Salmonid populations also benefit from preservation (and potential restoration) of Jakeway Creek, pasturelands and upland forests of the Mahan property, and are critical species of concern in the Hood Canal and Puget Sound regions. The REPI (Readiness and Environmental Protection Integration) program is a national land -conservation funding source available through the Department of Defense. The Hood Canal region is of great . strategic importance to the Department of Defense. As such, the Navy works with conservation partners to identify areas with common interest for preservation of working forests, farmland, and high -value wildlife habitat. The Mahan project represents an opportunity for the Navy and the Land Trust to work with willing landowners to conserve land, thus protecting and buffering military installations and operating areas from development. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. Yes - the project is located at the top of the Bolton Peninsula. 11 13. 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.' Because the property includes a strong mix of forestry, farm and stream habitat, it provides an excellent opportunity to educate the public on a variety of sustainable land management practices in the Quilcene Bay watershed. The owners may be willing to allow access for educational programs, supervised tours, field science surveys, and research. In particular, the landowner is skilled in forest management and sustainable small scale timber mill operation, and may be interested in demonstrations. 14. 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. N/A Verification 15. 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 42 17.0 Date 16. 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 projects onsor does not obtain the necessary matching funding within three years. '� Initials 5 L 1 ;;pate 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 12 fir •' . .� � { . x _{s�,` , t ^Y , ,,. ml Nk r ND Alt 4 S y Ti `a'k,�_ / '�, r;... * i � 'ate' �)►� .'t♦ �'�.,f � t _ �_. . J; .gYY � + �;' 3'�� ��` S �., � S � "�'��"'tiJi`J rye•''"' L � .,y 1 •4 Y,� , mac- �•;. Mw- cy�a •ta• Z K S r +1 _ " �� ,�11e� �� `'lw�� <•,*aJ i �M§� � i`� a: � .` _! „� w k� .tom iOther Conservation Lands Conservation Easements Land Trust Preserves Land Trust Facilitated Protection Phase II Schmidt Project Active Project Boundaries Mahan LJ r4 0 t 0 5,000 10,000 20,000 Feet Mahan Property 2011 Aerial Image (NAIP) 160, For informational purposes only. All data represented are from varying Location sources and approximate. Map created in MARCH, 2019 ai Donova n akewav Cre `t Estuary � Y , °5114 `ep Little Quilce �'/c "*tdpgRl� Fiver Estua 5 Lower Donovan and Jakeway Creeks Conservation Area Mahan -Schmidt Parcels DNR State Trust - East Quileene DNR Natural DNR State Trust - East Maban Parcels �/(� Flooded Home Gcbm dt_Parcels I / / I Oabob BaY NR Jefferson Land Trust Nature Preserve u County Tax ParceS r�^I Jetfermn Land Trost Conservation Easement wi�/� Watercourse I�rII^�II Lrttk Quilcene Rrver Estuary Conservation Area -Jefferson County uI Lower Little Quilcene Rrver Conservation Nrea-HCGEG 0 500 1,000 2,000 Feet 2017Aerial Image (NAIP) For informational purposes only. All�\ data represented are from varying , sources and approximate. N Map created in February, 2018 Farm Zone Working Forest Zone Mowers Ecological Forest Zone Riparian Habitat Zone Mowers Ecological Forest Zone �.nrewere Cs I I I E o eN Mahan Conservation Easement Stewardship Zones - DRAFT L-E 0 125 250 500 Feet 2017 Aerial Image (NAIP) For informational purposes only. All data represented are from varying sources and approximate. N • Landowner Acknowledgement Form Landowner Information Name of Landowner: Paul and Sarah Mahan Landowner Contact Information: First Name: Paul Last Name: Mahan Contact Mailing Address: P.O. Box 73, Quilcene, WA, 98376 Contact E-Mail Address: paulandgus@gmail.com Property Address or Location: 240 Jakeway Road, Quilcene, WA 1. We are the legal owners of property described in this grant application. 1. We are aware that the project is being proposed on our property. 2. If the grant is successfully awarded, we will be contacted and asked to engage in negotiations. 3. Our signatures do not represent authorization of project implementation. Landowner Signature Landowner Signature Project Sponsor Information Project Name: Mahan Jakeway Creek Project Applicant Contact Information: Jefferson Land Trust Date Date -- ----- - Name: Sarah Spaeth, Director, Conservation and Strategic Partnerships Mailing Address: 1033 Lawrence Street, Port Townsend, WA 98368 E-Mail Address: sspaeth@saveland.org cw�so, 01`1 2020 Jefferson County Conservation Futures Program Property Acquisition and/or sI NG� oq . Operations and Maintenance Project Application h' 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 ookorny@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Ruby Ranch Preservation 2. Conservation Futures Acquisition Request: $48,213 (in addition to the $60,000 awarded in 2018) Conservation Futures O&M Request: 0 3. Total Conservation Futures Request: $48,213 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? Joseph P. & Valerie A. Goularte with a conservation easement held by Jefferson Land Trust and a REPI easement held by US Department of Defense. 5. Applicant Information Name of Applicant or Organization: Joseph and Val Goularte Contact: Joe Goularte Title: owner Address: 5795 Beaver Valley Road, Chimacum WA 98325 Phone: (360) 471-5652 Email: joseph.goularte@yahoo.com 6. Sponsor Information: Name of Applicant or Organization: Jefferson Land Trust Contact: Sarah Spaeth Title: Director, Conservation and Strategic Partnerships Address: 1033 Lawrence Street, Port Townsend, WA 98368 Phone: (360) 379-9501, ext. 101 Email: sspaeth@saveland.org This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17, 2020 1 7. Site Location Street Address or Description of Location: 5795 Beaver Valley Road, Chimacum WA 98325 Driving Directions from Port Townsend: Head south on Hwy. 19 to Chimacum. Continue through Chimacum intersection onto Beaver Valley Road. Travel approximately 3.2 miles to 5795 Beaver Valley Road. Driveway is on west side of Beaver Valley Road, and residential area is at bottom of drive just below Beaver Valley Road. Section: 25 and 36 Township: 29N Range: 1 W Assessor's Parcel Number(s): 901 254 004 and 901 361 003 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. Both parcels are proposed for protection with a conservation easement held by Jefferson Land Trust. Please list the assessed values for each property or APN, as applicable. 901254004 - $242,225, with taxable value listed at $129,543 901361003 - $30,840, with taxable value listed at $2,313 8. Existing Conditions New Site: Yes No Addition to Existing Site: Yes No Total Project Acreage (if different): Number of Parcels: 2 Acres to Be Acquired: — 60 Current Zoning: AP 1:20 Existing Structures/Facilities: Residence, garage with ADU, hay barn, loafing shed, tool barn, ag paddocks and fencing, bridge across Chimacum Creek. Any current covenants, easements or restrictions on land use: The property deed includes a right of way for a drainage ditch on the northern parcel (004), and a road and utility easement for a neighboring property on the southern parcel (003). Current Use: residential and agricultural Waterfront (name of body of water): East fork Chimacum Creek and tributaries Shoreline (linearfeet): -4,562 ft Owner Tidelands/Shorelands: 9. Current Property Owner X is is not a willing seller. 2 2020 CF Program Application U=/_/WWW.C_ .'z"'ttl,,;c,r,i,wa.us/560/Conservation-Futures-Program Project Description 10. In 1,000 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. With this proposal, Jefferson Land Trust requests additional funding in the amount of $48,213 from the Jefferson County Conservation Futures Program in 2020. Jefferson Land Trust was awarded $60,000 of Conservation Futures Funds in 2018 for purchase of a conservation easement on the —60 acre Ruby Ranch property. The additional funding we are requesting is vital to the project success, as the appraisal completed on September 26, 2019 indicated the value of the conservation is $200,000 higher than estimated in the 2018 CFF application. The Navy is providing a higher amount of matching funds, thus we are asking for a minimal amount from CFF to make up the difference. The Ruby Ranch property located approximately 3.2 miles south of Chimacum in the fertile bottomland of Beaver Valley and visible from Beaver Valley Rd., a designated Washington State Scenic Byway. Ruby Ranch is located just to the east of the 325- acre DNR Egg and I forest, which is just south of the 850-acre Chimacum Ridge property. Chimacum Ridge in turn connects to the Chimacum (Short) Forest and thence to the Short Farm and the east fork of Chimacum Creek. While this property is confined to the valley floor, it helps link protected Chimacum Ridge to the west with the Mats Mats ridge to the east. Mats Mats is primarily commercial timber land, but much of it has recently had the development rights removed and thus it will continue to contribute to wildlife corridors from Oak Bay to both forks of the Chimacum Creek watershed. The Ruby Ranch project is also part of a larger effort spearheaded by local agencies and organizations to protect important agricultural lands and help landowners operate successful and viable businesses that will contribute to the local economy and food system. Much of this effort has focused on prime agricultural lands and businesses in the Center and Beaver Valleys. This Jefferson LandWorks Collaborative is a model of land conservation and rural economic development, with the threefold goal: (1) to ensure that there is affordable prime agricultural land in large enough tracts that the farmer can be profitable, (2) to ensure that the farmers have access to the business training, capital and know-how to be profitable, and (3) to ensure that there are both the consumer demand and robust markets to accommodate the farmers' needs. Ruby Ranch consists of valley -bottom pasture land, with approximately 1,425 feet of the channelized east fork of Chimacum Creek bisecting the property, flowing from south to north. Another —3,100 feet of tributaries feed into Chimacum Creek from both sides of the valley. The creek is used by breeding coho, resident cutthroat trout and winter steelhead. Almost all of the property is flat open pasture land with the exception of a narrow riparian buffer, some trees along the SW edge, a few fruit trees, and an embankment up to Beaver Valley Rd. along the east edge. Soil is virtually all Semiahmoo muck, a 'prime farmland if drained'. According to the landowners, the pasture is sub -irrigated and because the valley is rich in peat, the ground seems to be very fertile and able to grow a variety of crops. The property is almost all indicated as 'wetland' on County maps (as is most agriculturally zoned land in Center and Beaver Valleys). Flooding is not a big problem: occasionally the water rises, but recedes quickly with no long-lasting effects. 2020 CF Program Application hits://www.co efferson.wa.us/56Q/Conservation-Futures-Proaran-, The Ruby Ranch property is zoned Ag 1:20, and thus has three potential residential rights associated with the two parcels. Approximately five acres of the land are dedicated to residential and agricultural infrastructure, including a one 3-bedroom home with detached garage with ADU, 3 large barns, and a single domestic well located on the property. The current landowners are raising beef cattle and growing hay, with plans to diversify their agricultural production to include fruits and vegetables for supplying local cideries and markets. The 55+ acres outside of the residential zone are divided into 5 large paddocks which are fenced and cross fenced, with cattle excluded from the creek and rotationally managed to reduce impacts to soil and water quality. Adjacent lands to the south, north and NW are residential and/or in agricultural production, and a Washington State DNR 325 acre property in School Trust status is located nearby to the SW. The landowners are interested in selling a conservation easement to Jefferson Land Trust that will eliminate the remaining development rights, and preserve the 60-acres in single ownership for continued agricultural uses and habitat associated with Chimacum Creek and tributaries. Funding from the County Conservation Futures Program will be matched with Navy REPI funding for purchase of a REPI easement, thus two easements will be placed on the property simultaneously. The REPI easement only removes development rights, whereas the Land Trust conservation easement provides additional protections. Overarching Goal: Preserve the 65-acre Ruby Ranch property with easements that reduce development potential from three residential rights to one, and that protects the prime agricultural soils, Chimacum Creek riparian habitat, and scenic open space values of the property. Objectives 1) Secure Jefferson County Conservation Futures funding for purchase of the conservation easement — June 2018. Complete 2) Secure additional 2020 CFF funding in the amount of $48,213. 3) Draft conservation easement and REPI easement with landowner input. Complete 4) Obtain appraisal to determine value of CE and REPI easement funding as match for CFF program. Complete 5) Purchase the two easements in 2020. 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. Estimated or Appraised Value of Propert(ies) to be Acquired: $350,000 Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): $42,343 Total Operation and Maintenance Cost: 0 Total Project Cost: $392,343 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 value of the conservation easement on the Ruby Ranch property was determined to be worth $350,000 in an appraisal conducted by SH&H Valuation and Consulting with an effective date of 4 2020 CF Program Application :;! A�ww.co.'efferson.wa.us/560/Conservation-Future:: eraram September 26, 2019. The REPI easement was valued at $275,000. The landowner will be paid the value of the more restrictive easement at $350,000. Ruby Ranch Project related Timeline costs I Conservation easement Fall 2020 acquisition Land acquisition related costs, 2018, early 2019 i.e. appraisal, survey, and 2020 Baseline document, Stewardship Plans, closing costs, environmental assessment Project management, admin ongoing and legal fees Total Scored Questions TEst. Cost CFF Match from Request REPI $350,000 , $75,000 $275,000 $37,343 $5, 000 $392,343 $28,213 $5,000 $108,213 (Includes the $60, 000 awarded in 2018) $9,130 $284,130 1 a. Sponsor or other organizations X will _will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 1 c. Matching Fund Estimate Acquisition O&M % Conservation Futures Funds Requested $108,213 28% Matching Funds/Resources* $284,130 72 % Total Project Acquisition Cost $392,343 100% * 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. 1 d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? Navy REPI $284,130 _ Yes No Yes No at closing 5 2020 CF Program Application hlW.//wvmi.co.iefferson.wa.us/560/Conservation-Futures-Proeram $ 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 ofproperty or aproperty 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. 2 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. Jefferson Land Trust will conduct stewardship and monitoring, 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. Jefferson Land Trust has a legal defense fund of over $700,000, 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, Jefferson Land Trust carries legal defense insurance for conservation easements through a program called Terrafirma, developed through the national Land Trust Alliance (the national umbrella and accreditation organization for land trusts).This program covers up to $500,000 in legal enforcement costs per conservation easement that Jefferson Land Trust holds and stewards. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, NOSC, JCCD, HSCEG and others. The Land Trust holds title to over 600 acres of preserves, including the 135-acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, the Valley View Forest, Chai yahk-wh Preserve and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. We also hold 62 conservation easements on over 3000 acres and have helped with the preservation and stewardship of another 12,900 acres in Jefferson County. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. 3 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: 0 2020 CF Program Application ;cFct-,3on.wa.us/560/Conservation-Futures-Prograrn Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. 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 and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017. Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018. Tarboo Forest Addition, Quilcene Headwaters to Bay 2019. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. 4 b. Necessary commitments and agreements X are are not in place. 4 c. All parties X are _ are not in agreement on the cost of acquisition. If "not" to any of the above, please explain below. The conservation easement document and the REPI easement have been drafted in partnership with the landowner and the Navy. The conservation easement and REPI easement appraisals were completed as of September 2019 and were reviewed by the Navy. A Phase I Environmental Assessment was conducted in January 2020 and a survey of the building envelope and property perimeter are currently underway. We hope to close on this in fall of 2020 shortly after the CFF approval process. 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. 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 Jefferson Co. Comprehensive Plan says "It is Jefferson County's intent to protect and foster opportunities for the successful practice of agriculture. Land with prime agricultural soils clearly must be preserved" and a soil productivity classification of 12 Animal Month Units puts the soils here in the highest-ranking class. Jefferson Land Trust's Conservation Plan, based on community input, identifies "prime farmland soils and/or proven productivity" and "proximity to population centers" as priorities for agricultural protection, and calls out Beaver Valley as a specific agricultural priority area. It also identifies streams and wildlife corridors as priorities for habitat protection. The American Farmland Trust's 2012 report Losing Ground: Farmland Protection in the Puget Sound Region includes a Jefferson County Scorecard which identifies the need for additional farmland protection and also acknowledges the important role of the Conservation Futures Fund in that effort. 7 2020 CF Program Application httR://www.co.'efferson.wa.us/560/Conservation-Futures-Progrwii A 2009 State Office of Farmland Protection Report notes "The legislature finds that the retention of agricultural land is desirable, not only to produce food, livestock, and other agricultural products, but also to maintain our state economy and preferable environmental conditions." and this report also documents decreasing farmland acreage and land prices rising with development pressure. 6. Conservation Opportunity or Threat: 6 a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. We have landowners that are willing to preserve the majority of this productive farmland and salmon habitat in Beaver Valley by reducing the development and subdivision potential and resulting impacts from three residential rights, down to one through sale of a conservation easement to Jefferson Land Trust, and a REPI easement to the Navy. We began discussions with the landowners in 2016, and they are eager to move forward with the preservation effort. Purchase of the easements will provide funding for the landowners to increase the agricultural productivity and diversity of crops supplied to local markets, as well as support them in a transition to working full time on the farm. The conservation easement process will also encourage restoration and enhancement efforts by the landowners, with support of the JCCD. 7. Summarize the project's conservation values and how the CF funds requested support these values. Conservation Values found on the Ruby Ranch property include: prime farmland soils identified by Jefferson County as important for agricultural uses; Chimacum Creek mainstem and tributaries that provide important habitat for several salmonid species and other wildlife; water quality and aquifer recharge zone; open space and view shed from Beaver Valley Road, and helps establish a link between protected Chimacum Ridge with Mats Mats Ridge to the East, providing a relatively connected corrido to facilitate species movement and resiliency in the face of climate change. Grant funds from the Conservation Futures Program and REPI program will reduce development potential, protect agricultural soils, and preserve the Chimacum Creek habitat for wildlife species. 8. The proposed acquisition: 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. 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.I Approximately 1,425 feet of the channelized east fork of Chimacum Creek runs through the Ruby Ranch property. WDFW shows this land as Priority Freshwater Emergent habitat with two creeks used See, for example, http://www.dnr.wa.pov/researchscience/topics/naturalhen_ta a/vas, es/amp nh.ashx http://www.wdfw.wa.gov/conservation/phs/list/ http://www l.dnr.wa.,uov/nhl)/refdesk/plants.htin http://wwwl.dnr.wa.gov/nhp/refdesk/pubs/wa�ecological systems.pdf 2020 CF Program Application htitir//www. co..efferson.wa.us/560/Conservation-Futures-Program by breeding coho (Chimacum and one of the tributaries), plus resident coastal cutthroat and endangered winter steelhead. While the landowners claim they have never observed beaver or adult salmon, coho do pass through the property to reach spawning grounds higher up in the watershed on the Bishop Farm and Pope Resource Lands. Priority Habitat and Sensitive Species A number of state listed species have been sighted on the Ruby Ranch property in the stream corridor and open fields. Sensitive species that occur include the turkey vulture, bald eagle, great blue heron and Coho salmon. Habitat for a varietyof flora and fauna The property provides a variety of habitats that support numerous other species. These habitats include riparian habitat associated with Chimacum Creek and the open pastureland. Wildlife species that have been sited on the property include bear, cougar, coyote, Townsend's moles and voles and Roosevelt elk. Wildlife corridor and migration route Chimacum Creek is a migration route for Coho salmon and steelhead, and the replanted buffer along the creek will provide additional habitat for numerous bird species as the forest matures. The trumpeter swans are known to winter up and down Beaver Valley, and have been seen on the property on occasion. 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. The land has been cultivated for decades. The Creek is fully fenced to prevent any cattle from entering it and potentially impacting the riparian habitat for salmonids. There is the opportunity for enlarging and filling in the riparian buffer with shade trees to keep the waters cool and eventually shade out the established reed canary grass. The Jefferson County Conservation District is already making plans for buffer and habitat enhancement activities on the property. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. A — 15-20 foot riparian buffer along Chimacum Creek is currently fenced to keep cattle from entering the creek. One side of the buffer has been planted with native confers and willow, though there has been attrition of the trees over the years since planting, and reed canary grass still dominates the buffer. The tributaries have also been fenced to exclude the cattle. The landowners are discussing options with the conservation district -to enhance the buffer and address the reed canary grass infestation which is currently clogging the creek and causing drainage issues in portions of the pasture. Buffers will become permanent through the terms of the conservation easement. 10 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. Currently the land is used to grow hay and raise grass-fed beef cattle for landowners and local customers, with approximately 10-20 head on the property at any given time. The landowners have goals of becoming more diversified in their production as they transition to full-time farming. They hope 9 2020 CF Program Application h"://www.co. iefferson.wa.us/560/Conservation-Futures-Prc,tram, to grow approximately 10 acres of apple and pear trees that will ultimately help supply fruit for the cider industry in and around Jefferson County. Another 8-10 acres of land on the west side will also be planted with trees with the long-term goal of producing timber. 10 b. Describe the current owner's record of implementing management practices that promote the preserves and/or enhances, soil, water quality, watershed function and wildlife habitat on the farm. The landowner has planted some conifers and other native species in the riparian buffer to benefit Chimacum Creek habitat for migrating coho, steelhead and cutthroat trout, though many have died and the remaining trees are struggling against the reed canary grass. The landowners have fenced the buffer and practice rotation of the cattle through the 5 paddocks to reduce the impacts of over -grazing on soil health and water quality. 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. Establishing a healthy riparian buffer of a mature tree canopy along Chimacum Creek and tributaries with the help of the Conservation District and Land Trust will benefit migrating salmonids and other species by providing shade, reducing summer water temperatures, and eventually reducing the reed canary grass infestation that is clogging the creek and making fish passage challenging. Buffer restoration and permanent protection through the conservation easement will benefit preservation of soil and water quality of the creek and tributaries. JCCD is working with the landowners to improve drainage through the property and potentially create a coho rearing pond, both of which should benefit water quality as well as improve the pastureland for grazing and crop production. The ability of this property to accommodate flood waters helps reduce detrimental flooding and erosion downstream. 11 a. 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. Landowners would like to plant a stand of trees in the SW corner of the property. At this time there are only a few mature trees on the property which are amenity trees and not managed for production. 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. NA — see above 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. NA — see above 12. a. 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 proposed conservation easement provides benefits to the county as a whole and to visitors to the area. Jefferson County is recognized as a great example of a thriving local food economy and landscape. Ruby Ranch owners are very eager to become more involved in the local food movement, particularly through growing crops that other value-added producers can use in their products. Benefits associated with protecting prime agricultural lands extend as far as the market for the products. The vision of the Jefferson LandWorks Collaborative and other local food groups is to brand Jefferson County as a region that is known for its thriving agriculture and forest production; one that supports 10 2020 CF Program Application httn://www.� ,,-�efferson.wa.us/560/Conservation-Futures-Progriim healthy local food production. Protection of Ruby Ranch and the landowners' long term vision for the property is aligned with this community vision. Furthermore, the conservation benefits to salmon stocks from healthy riparian vegetation for shading and woody debris extend beyond the local area, since the coho salmon and steelhead that depend on this habitat travel to the Puget Sound and beyond. The opportunities to enhance the salmon habitat quality on the Ruby Ranch will further benefit these species. Local, state and federal agencies have invested over $4 million in salmon habitat and preservation efforts in the Chimacum watershed alone. Finally, this property borders Beaver Valley Road, benefitting the viewshed of this designated Washington Scenic Byway which is one of the main routes for visitors to east Jefferson County. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. No 13. 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.' There is no specific public access planned for the Ruby Ranch property at this time, but the landowners may be open to participating in special tours or educational field trips through the Land Trust. They may also be willing to open the farm for visitors during the annual farm tour. If we are successful with purchase of the conservation easement, there will likely be signage that recognizes the property as preserved farmland made possible with grant funding from CFF. 14. 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 orprovide documentation of the historical or cultural resources. NA Verification 15. 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. _ S S Initials -31 Z y 2.0 Date ' The words "education" and "interpretation" are interpreted broadly by the CF Committee. ' 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 11 2020 CF Program Application rson.wa.us, 560JConservation-Futures-Pro4:.ram 16. 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. S c� Initials 3 j & 4Date 12 2020 CF Program Application htta://www.c: ,. ,.. _. A/Conservation-Futures-Program FHlebrc I 293 fCl 9 seek Ra�A R - Port Tn nsentl ,�. Hasn,ys A,. .n A � , F', rl Towrt,ertl /� 4, , Tawnww "J, ' � Yhcnebn �•.,// � 'arks ✓,a� � ¢ Q'i[ eery - M gay ©r r C 6ub tea. - r•..,-0�r 6ism very @ay klLarf i1aYMr 1 lap l,r, Aa ,c,� Nnrdl ntl i • ip cfia Fart MaWack G A rl I ' •' Y n 6 cum n oaxmy d Oak ¢ sr: n a� f �11 r Ruby Ranch Locator Map AdmlralfY INeI (Ruby Ranch Boundaries Ruby Ranch - Boundary Ruby Ranch - Prelim Building Envelope -3.5acres 'r• III /// /// ///III County Assessors Parcels Watercourse Roads 0 125 250 500 Feet 2017 Aerial Image (NAIP)' For informational purposes only. All data represented are from varying sources and approximate. N Maa created in March. 2018 RUBY RANCH PROJECT CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2020 Looking east across to homesite and Beaver Valley Road Joe Goularte and Al Cairns (JCCD) inspect Chimacum Creek (N) 3 IF". Ololk- ' •. � r.:.�� " .s . r eJ w+15'Sii`nP4 "'... �� r'�11Y�:' '7�ti� '-� 1 1 Landowner Acknowledgement Form r Name of Landowner: Landowner Contact Information: N Mr. ❑ Ms. Title: First Name: �rpr pnp VA-t Last Name: e5r0 14LAkm Contact Mailing Address: $315 6e5fVP/1 VA1-4-eY /?0 ` C,�fio,&Ae,&w.r WA �E,32S, Contact E-Mail Address: 010"lal'6e Property Address or Location: 9 ,4VC- /20 C//,A h3Z5 1. D p d VA- � is the legal owner of property described in this grant application. (.0 au / cw 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. Lands wner Signature Landowner Signature Project Sponsor Information 27M�?tZ,-d/g Date ?,'- r, r - 0 Date Project Name: Ruby Ranch Project Applicant Contact Information: Jefferson Land Trust ❑ Mr. ❑ Ms. Title First Name: Sarah Last Name: Spaeth Mailing Address:1033 Lawrence St, Port Townsend, WA E-Mail Address: sspaeth@saveland.org 2020 Jefferson County Conservation Futures Program 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@co.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Snow Creek Watershed O&M 2. Conservation Futures Acquisition Request: Conservation Futures O&M Request: 10,000 3. Total Conservation Futures Request: $10,000 4. Please indicate the type of interest contemplated in the acquisition process. Warranty Deed _ Easement X Other (Please describe below.) In whose name will the property title be held after acquisition? Jefferson Land Trust currently owns the pLo ertti and will continue to do so. The pLoperty is now called Snow Creek Forest Preserve. 5. Applicant Information Name of Applicant or Organization: Jefferson Land Trust Contact: Carrie Clendaniel Title: Preserve Manazer Address: 1033 Lawrence St. Port Townsend, WA 98368 Phone: Q.LQ) 379-9501, ext. 109 _ Fax: �� - , ext. Email: cclendaniel, a saveland.or 6. Sponsor Information: (if different than applicant) Organization Name: Contact: Title: Address: Phone: �) - , ext. _Fax: �, , ext. _ Email: This application was approved by the sponsor's legally responsible body (e.g., board, council, etc) on March 17, 2020. 7. Site Location 1 2020 CF Program Application FINAL httn:/lwww.co. Jefferson.wa.us/560/Conservation-Futures-Proms Street Address or Description of Location: Snow Creek Ranch, west of Hwy. 101, NW of Crocker Lake, S of Hwy. 104 intersection Driving Directions from Port Townsend: Head south on Highway 20. Turn south (left) onto Highway 101 at Discovery Bay. South of the 104 intersection, turn west (right) into the Snow Creek Ranch development. Section: S2 Township: T28N Range: R2W Assessor's Parcel Number(s): 802 024 001. 995 400 040 035 025, 049, 058, 057, 059, 028 037, 042, 054, 056, 113 , 114 (15 parcels) all owned b�_. Jefferson Land Trust and previously acquired with CF funds. 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. Please list the assessed values for each property or APN, as applicable: N/A 8. Existing Conditions New Site: Yes No X Number of Parcels: 15 Addition to Existing Site: Yes No X Acres to Be Acquired: N/A Total Project Acreage (if different): 103 acres Current Zoning: Rural residential 1:5 Existing Structures/Facilities: None Any current covenants, easements or restrictions on land use: N Current Use: Vacant land. owned and managed b• Jefferson Land Trust as a permanent Nature Preserve Waterfront (name of body of water): Snow Creek Shoreline (linear feet): 2,200 feet of Snow Creek Owner Tidelands/Shorelands: N/A 9. Current Property Owner _ is _is not a willing seller. N/A Project Description 10. In 1,000 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. 2 2020 CF Program Application FINAL htM://www.co. Jefferson. wa.us/560/Conservation-Futures-PrO2ram This operations and maintenance application would support necessary work to protect the conservation values of the 73-acre Snow Creek Forest Preserve which was permanently protected in 2015 by Jefferson Land Trust with the support of 2014 Conservation Futures funds. The Snow Creek Forest Preserve property was one of two that were included in the original 2014 CFF application and was referenced as the Irvin property — the other property included in the application as Jenks was not acquired. Jefferson Land Trust has identified and would like to resolve two property boundary challenges following a 2017 survey. In the first case, fencing is needed to protect Preserve vegetation, soils, and wildlife from trash dumping, tree/brush cutting, and off leash dog use relate to very close residential development. Two portions of the Preserve boundary lie within feet of residential home and yard areas, making stewardship of Land Trust boundaries very sensitive and difficult. In the first case we have tried multiple approaches to clarify the on -the -ground location of our shared boundary with our nearest neighbor, but feel that fencing is the most viable option for providing a semi -permanent, clear boundary that will be respected. In the second case, a residential parcel was developed without surveys being performed of the shared boundary (prior to Land Trust ownership) with the Land Trust Preserve. In this case, a portion of the residence, all of the driveway, parking, and a portion of the yard and storage area associated with the home are currently located within the legal boundaries of the Jefferson Land Trust Preserve. The Land Trust has taken steps to secure surveys of both these challenging boundary lines, but it has been determined that we need additional support. This support will be to install fencing and to work with an attorney to identify the best legal path forward around the second case (involving home, driveway, and mowed area, car parking, and storage located onto the Jefferson Land Trust Preserve). These current uses by adjacent neighbors threaten the conservation values of Snow Creek Preserve that Jefferson Land Trust has protected with funds provided by Jefferson County Conservation Futures and Washington State's Salmon Recovery Funding Board. We anticipate that both boundaries could be clarified and agreed upon, and the Preserve's conservation values protected, within 1-2 years of receiving funding. Some of the funding requested will also support trash removal along the boundary that needs to be fenced, and noxious weed management around restoration plantings. From the 2014 Conservation Futures Acquisition application: Jefferson Land Trust and Chumsortium partners (includes Washington Department of Fish and Wildlife North Olympic Salmon Coalition, Jefferson County Conservation District, Hood Canal Salmon Enhancement Group, Hood Canal Coordinating Council, Jefferson County, WSU) have been working for years to preserve and restore important habitat in the Salmon and Snow Creek watersheds located south of Discovery Bay. As of early 2014, nearly 400 acres of Discovery Bay Estuary habitat, Salmon and Snow Creek habitat and farmland of the Discovery Bay valley are permanently preserved and major restoration activities have been accomplished. Chumsortium project partners identified the Irvin and Jenks properties, located just northwest of Crocker Lake as important for permanent protection and restoration efforts for migrating salmon species, water quality and other wildlife habitat in this larger watershed project area. Numerous salmon species utilize the habitat of Snow Creek that flows from the foothills down through the Jenks property, then onto the Irvin property on its way north to Discovery Bay. The Irvin property includes the upper end of the historic endangered Summer Chum distribution. The Snow Creek riparian corridor connects marine waters and estuary with upland forests, an important connection now and in the future as climate changes and species move. The Jenks property is directly adjacent and downstream from Department of Natural Resources forestland in the foothills of the Olympics, and is characterized as a gently -sloping valley —200' deep along about 114 mile of Snow Creek with mixed second -growth forest including spruce, maple, alder, western red cedar, Douglas fir and other native species. There are open grassy areas at the northern end of the Jenks property, with a mixture of native 3 2020 CF Program Application FINAL bU://www.co.iefferson,,,va.us/'560/Conservation-Futures-Promiii and non-native grasses and shrubs, and going upstream the gradient increases. There is a relatively small open area where a vacation cabin is located. The majority of the adjacent downstream Irvin property is relatively level floodplain made up of grassland and alder, with patches of blackberry, equisetum, rush, sedge, etc., and the area close to Snow Creek is primarily big leaf maple and native understory with occasional Douglas fir, western red cedar, alder, and Himalayan blackberry. The upland slopes are fairly mature mixed -species second -growth forest. Both properties include tributaries to Snow Creek, some of which are seasonal. The three top objectives for this project are: 1) Secure CFF O&M funds in 2020 2) Remove trash to be able to install boundary fencing to protect conservation values of Snow Creek Forest Preserve 3) Work with neighbors to remove encroaching possessions; provide legal access to their home with advice from Land Trust legal counsel; remove noxious weeds around existing native tree and shrub plantings 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. Estimated or Appraised Value of Propert(ies) to be Acquired: N/A Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): N/A Total Operation and Maintenance Cost: $10,000 Total Project Cost: $20,000 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): Operation and maintenance work to be performed includes installing boundary fencing along portions of the Preserve to protect the site conservation values and also includes resolving a neighboring driveway, home, and yard encroachment through a license agreement, access easement, or similar. Costs have been budgeted based upon estimates from fencing contractors and from Jefferson Land Trust staff experience with similar boundary resolutions. Operations and maintenance expense CFF $7,000 $2,000 Cash Fencing to protect resource $7,000 Survey, legal, and fees to resolve boundary encroachments $2,000 Trash removal $500 $500 Noxious weed control $500 $500 $10,000 $10,000 Scored Questions El 2020 CF Program Application FINAL httn'//w°ww co iefferson.wa.us/560/Conservation-Futures-Program 1 a. Sponsor or other organizations X will _will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 1 c. Matching Fund Estimate Acquisition O&M % Conservation Futures Funds Requested $0 S10 000 50% Matching Funds/Resources* 0� $10 000 50% Total Project Acquisition Cost $0 $20,000 100% * If a prior acquisition is beingproposed as match, please describe andprovide documentation of value, location, date of acquisition and other information that would directly link the match to the property being considered for acquisition. 1 d. Source of matching funds/resources Jefferson Land Trust Amount of Contribution If not, Contribution If not, contribution approved? when? available now? when? $10,000 _ Yes X No _ Yes X No $ Yes No Yes No $ 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 ofproperty 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 (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. Jefferson Land Trust conducts stewardship, monitoring and maintenance of the property along with the other parcels in the Salmon and Snow Creek watersheds that we own or are protected with conservation easements. Jefferson Land Trust's stewardship program includes monitoring (at least annually) of protected properties and easements, upkeep and maintenance (trash removal, signage, invasive plant control, and boundary marking) and restoration efforts (tree planting, forest health maintenance or improvement, etc.). Staff and trained community volunteers conduct the monitoring and maintenance efforts. When necessary, Jefferson Land Trust staff partners and contracts with trained professionals including habitat biologists, foresters, and others. 2 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. Jefferson Land Trust has worked with Chumsortium partners and community members over the last two decades for small-scale enhancement including installing riparian and upland native plantings and removing noxious weeds that threaten forest health within the Snow Creek watershed. 5 2020 CF Program Application FINAL http://www.co.'efferson.wa.tiE/560/Conservation-Futures-Pro twi, In performing due diligence, Jefferson Land trust has worked with a professional surveyor and numerous neighbors to clarify property boundaries within Snow Creek Forest Preserve, as there are multiple small -parcel adjacent neighbors. We are seeking additional CFF funds are required to continue the important work of protecting the preserve's conservation values. As previously mentioned, this will include property boundary fence installation along potentially sensitive and or threatened habitat areas that abut residential development. Quarterly monitoring by staff and trained volunteers regularly assesses property conditions and identifies progress towards long-term management goals, or identifies needs for adaptive management. Qualitative monitoring occurs at -least annually, more in-depth forest and stream health assessments occur every 5-10 years, and the property management plan is updated every 5-10 years to reflect current conditions and to continue identifying actions need to move towards desired future conditions. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Over the 30 years since it was formed, Jefferson Land Trust has managed many acquisition projects and has been responsible for conducting or coordinating restoration activities with several project partner organizations, including Jefferson County, North Olympic Salmon Coalition, Jefferson County Conservation District, Hood Canal Salmon Enhancement Group and others. We hold 62 conservation easements on 4,051 acres and have helped with the preservation and stewardship of another 12,302 acres in Jefferson County. The Land Trust also holds title to over 697 acres of preserves, including the 135- acre Bulis Forest Preserve, portions of the Quimper Wildlife Corridor, and salmon habitat on Chimacum, Salmon, Snow and Donovan Creeks, the Big Quilcene and Duckabush Rivers. Stewardship activities are carried out by professional staff with the assistance of volunteer Preserve Stewards. The Hoh River Trust and Washington State Parks contract with Jefferson Land Trust to monitor and steward nearly 7,400 acres of land under their control. In addition, Jefferson Land Trust stewards land owned by Jefferson County, the City of Port Townsend and the Department of Natural Resources. Jefferson Land Trust 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. Collaboration is at the heart of our approach to conservation. We engage with partners in the "Chumsortium" to bring back vibrant salmon runs on Hood Canal, and in the Jefferson LandWorks Collaborative to support big -picture thinking around the ongoing economic viability of local farms and working forests. We partner with regional government, local and national agencies, Tribes, peer organizations, and individual citizens to safeguard the places we love and that are crucial to the health of our community, now and into the future. 3 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: As the only local land preservation organization, Jefferson Land Trust has sponsored many applications on behalf of private landowners interested in preserving their property through sale of a conservation easement, or as an applicant and sponsor for fee interest purchase of properties from willing sellers. These projects include: C 2020 CF Program Application FINAL hl�ff.//weuw.eoaeffeaRon,v�.us/560/Conservation-Futures-Pro i.irs� 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 and Short Family Farm 2013; Quimper Wildlife Corridor and Snow Creek Irvin and Jenks, 2014; Midori Farm, 2015; QWC 2016 Addition, Tarboo Creek, Farm and Forest 2016; Serendipity Farm, Snow Creek Taylor and Tarboo Iglitzin 2017; Chimacum Forest, Marrowstone Mize, Ruby Ranch and Snow Creek Mid -Reach Forest 2018, and Quilcene Headwaters to Bay 2019. 4 a. Property _can _cannot feasibly be acquired in a timely fashion with available resources. N/A 4 b. Necessary commitments and agreements X are _are not in place. 4 c. All parties _are are not in agreement on the cost of acquisition. N/A 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 ofthe 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. From the 2014 Conservation Futures Project Acquisition application: The Irvin/Jenks properties are located in the Salmon and Snow Creekproject area. This area has been the focus of protection and restoration efforts on the part of Chumsortium partners since 2000 and is identified in the Summer Salmon Chum Recovery Plan which can be located at the following website. http://www.nwr.noaa.govISalmon-Recovery-Planning/RecoveryDomains/Puget-Sound/HC-Recovery-Plan.cfn The Hood Canal Coordinating Council 2013 3-year workplan has stated that "Working with volunteer landowners, [to] develop high priority land acquisitions that either protect high quality habitats at risk of conversion or impacted habitats which require restoration that is incompatible with current land uses or landowner desires" as a current action item. In addition, the Snow Creek watershed is identified on the Jefferson County s Comprehensive Plan map as Parks, Recreation Areas, Conservation Easements and Areas for Future Cooperative Preservation Efforts: http: //www. co Jefferson. wa. us/idms/pdfs/parks99.pdf. In JLT's county Conservation Plan, this area has four priority habitat indicator layers (the maximum). The plan is located on the JLT website www.saveland.org. The Nature Conservancy's Ecoregional Assessment categorizes this as both an aquatic and terrestrial Ecoregional Portfolio site (defined as areas of exceptional biological value and most likely for conservation to succeed). A copy of the plan can be downloaded from http://east.tnc.org/assessment/2/. 6. Conservation Opportunity or Threat: Jefferson Land Trust and Jefferson County Conservation Futures program worked together in 2015 to permanently protect the then -called "Irvin property", ultimately creating a 73-acre permanent Nature 7 2020 CF Program Application FINAL htM://www.co. efferson.wa.us/560/Conservation-Futures-Proi.,,rtlili Preserve. That Preserve has since been added to twice, to now protect a 103+-acre riparian and upland forest corridor that buffers Snow Creek. In order to maintain the important habitat conservation values of the original project, Jefferson Land Trust must work with neighbors to resolve boundary challenges, and to clearly mark Preserve boundaries on the ground through the use of fencing and signage. This will protect the habitat from impacts of neighboring residential use, including impacts of tree and brush cutting, trash dumping, and off -leash dog use. 6 a. The proposed acquisition site !does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. N/A 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. The immediacy of these stewardship projects is due to the need to conclude outstanding issues with neighbors that have been ongoing for years. In one case, we have a neighbor whose uses that threaten the Preserve's conservation values are growing in severity annually. Due to this, the Land Trust needs funding assistance to act as soon as possible to maintain our requirement and commitment to protect the lands that we conserve. In another situation, other neighboring landowners are amenable to conversations about resolving a boundary dispute, and the Land Trust needs funding support to cover the staff and legal counsel costs to resolve the issue. 7. Summarize the project's conservation values and how the CF funds requested support these values. From the 2014 Conservation Futures Application: The project area provides important habitat for several salmonid species in various life stages, as indicated in the table below. All the salmonid species present are listed on the Washington Department of Fish and Wildlife Priority Habitat and Species list - http://www.wdfiv.wa.govlconservationlphsllistl. v.wa.gov/conservation/phs/list/. Both coho and endangered steelhead spawn in this stretch of Snow Creek, spotted owls have been recorded in the area, and bear, deer, elk, bobcat, coyote, cougar, trumpeter swans, and bald eagles are known to be here. This 2020 Conservation Futures Operations and Maintenance application would support these values by allowing Jefferson Land Trust to secure the funds necessary to install boundary -identifying fencing and signage along a portion of the Preserve where property boundaries and conservation purpose are not currently being respected, and to legally clarify placement and use of a residential driveway, portion of a residence, and yard space that is currently encroaching on the surveyed Preserve. Maintaining clear boundaries and managing the property within the boundaries for permanent habitat conservation is an important commitment to the original intention of this conservation project. 8. The proposed acquisition: [From the 2014 Conservation Futures Application] 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. X contributes to an existing or future wildlife corridor or migration route. 2020 CF Program Application FINAL hqp://www.cu.oefferson.wa.us/560/Conservation-Futures-Progm If affirmative in any of the above, please describe and list the Priority Habitats) and Threatened, Endangered, or Sensitive species below, and cite orprovide documentation ofspecies' use.l The forested wetlands on the property create a unique environment for native plants and wildlife. The wetlands also collect and filter water and important nutrients, releasing them over time. Side channels, gravel bars, and natural large woody debris in the channel of Snow Creek create stream complexity that supports microhabitats and can regulate flow. Hood Canal Summer Chum habitat was historically present in this section of Snow Creek. Hood Canal summer chum were listed as "threatened" under the Endangered Species Act in 1999. Snow Creek provides spawning and rearing habitat for steelhead, cutthroat, coho, and (historically) summer chum salmon. Snow Creek is further characterized as a Susceptible Aquifer Recharge Area, All portions of the property are classified by Jefferson County as one or more Critical Area: wetland, susceptible aquifer recharge area, erosion hazard, flood hazard (FENIA), and moderate landslide hazard. Restoring the riparian areas and maintaining a healthy mature forest on the slopes above the creek will protect these critical areas and provide benefits to water quality for Snow Creek and the associated wetlands by filtering runoff and minimizing water temperature fluctuations. Additionally, the property is part of Washington State Scenic Highway 101, and Highway 104 viewpoints. This property provides habitat for wide variety of wildlife, including both large mammals and birds and contributes to an important wildlife corridor extending from Discovery Bay to the mountains of Olympic National Forest. The low -gradient floodplain and sandy banks allow Snow Creek to meander naturally. The natural erosion and vegetation of the riparian forest adds natural large woody debris. Characteristic flora: Evergreen forests are the primary native macroflora cover. These forests consist primarily of Douglas fir, western redcedar, western hemlock, and in damper areas - such as Snow Creek Forest Preserve - include bigleaf maple, red alder, and remnant Sitka spruce. In the wetland environment of Snow Creek Forest Preserve, skunk cabbage, bleeding heart, and false lily of the valley are seasonally evident. Characteristic fauna: Regional macrofauna include keystone salmon species. Black bear and cougar likely occur in surrounding forestland. Coyotes, bobcat, and deer occur or are likely to occur on site. Predominant avian species include bald eagles, pileated woodpecker, American robin, and occasional American dippers in the stream. Snow Creek Forest Preserve is also host to an abundance of caddisfly larvae and juvenile fish utilizing the creek corridor. According to the WA Dept. of Fish and Wildlife's Priority Habitat and Species list, the following state priority habitats and species are known to occur in the general area of the Preserve (accessed Feb 2018). Common Name Scientific Name Priority Area Summer chum Oncorhynchus keta Breeding Area Oncorhynchus Winter Steelhead mykiss Breeding Area Resident Coastal Cutthroat Oncorhynchus clarki Occurrence/Migration ' See, for example, http://www.dnr.wa.gov/researchscience/topics/naturalheritij ayes/amp nh.asl)x htt ://www.wdfw.wa. ,ov/conservation/ hs/list/ http: //www 1. dnr.wa. L,ov/Op/refdesk/plants.html h;//wwwl.dnr.wa.gov/nhp/refdesk/t�ubs/wa ecological systems pdf 9 2020 CF Program Application FINAL ht!P,Hwww.co.iefferson.wa.us/560/Consen,ation-Futures-Program Oncorhynchus Steelhead mykiss Occurrence Oncorhynchus Breeding Area and Coho kisutch occurrence Osprey Pandion haliaetus N/A Freshwater Emergent Wetland Null Aquatic Habitat Freshwater Forested/Shrub Wetland Null Aquatic Habitat 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. Jefferson Land Trust manages this property to maintain and enhance ecological functions, including providing high -quality wildlife habitat. Management goals and actions are identified in Jefferson Land Trust Management Plan that is regularly updated to reflect current property conditions and to adapt to changing property needs. Jefferson Land Trust monitoring property condition and progress towards management goals on a regular basis, and uses monitoring data to inform adaptive management. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. Please see detailed description above. This property encompasses a portion of Snow Creek. Under Jefferson Land Trust ownership and management the upland forest slopes and riparian buffer have been enhanced through significant noxious weed removal and through additional native plantings. 10 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. N/A 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. N/A 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. N/A 11 a. 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. N/A 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Jefferson Land Trust is the current property owner and has undertaken a number of stewardship and management practices since this property was protected in 2015. Management activities undertaken include: non-native blackberry removal, English ivy removal, Japanese knotweed removal, yellow archangel removal, English holly 10 2020 CF Program Application FINAL htt ;,Irwww.co.`effersomwa.us/560/Conservation-Futures-Pro raiii removal, installation of native conifer plantings in ground, installation of native shrubs, installation of artificial nurse logs with conifer plantings, trash removal, hiring of professional survey work, boundary marking, at -least annual monitoring and forest and stream health assessments. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. The proposed Operations and Maintenance activities will help preserve soil, water quality, ecosystem function, and wildlife habitat by reducing ecosystem disturbances and stressors including trash and noxious weed introduction, tree and brush cutting, off -leash dog access and excrement, and soil compaction caused by unpermitted vehicle access. 12 a. 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 Snow Creek watershed, and Discovery Bay at its mouth, has regional significance, providing habitat, clean water, and outstanding scenery. As an element of the Hood Canal -Strait of Juan de Fuca salmon recovery effort, the Snow/Salmon Watershed Fish and Wildlife Management Plan was developed by the Snow/Salmon Technical Advisory Group (WDFW, DNR, JCCD, NOSC, JLT, HCCC, TU, Jefferson County, WSU, JSKT, PGSKT, Point No Point Treaty Council, several trails group, and the Governor's Puget Sound Action Team). This group's vision is "A thriving ecosystem consisting of old -growth forest and riverine system with functioning floodplain, channel migration zones, and riparian processes that provide habitat for self-sustaining populations of native plants and animals. This area will coexist with human use of the watershed, characterized by thriving agricultural lands, managed forests, and residential communities taking an active interest in providing stewardship of the ecosystem." 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. No 13. 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.' Public access is provided through guided opportunities with Jefferson Land Trust, including through Jefferson Land Trust -stewardship events and educational opportunities. Unguided public access is challenging, as the Preserve is accessed through a private residential community that has limited public access infrastructure, like parking areas. Furthermore, roads and bridges in the community are privately maintained and funded, and a significant increase in access could lead to increased maintenance needs that would place a burden on the residents of the private community. 14. The proposed acquisition _ includes historic or culturally significant resources3 and is registered with the National Register of Historic Places, or an equivalent program. ' 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 11 2020 CF Program Application FINAL hn�� /`�°m*� c :.: � ,�.,=s-,�s/560/ConseEvatio:a-Futures-Pro-�air� _ 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 orprovide documentation of the historical or cultural resources. None known Verification 15. 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. `fie', Initials 03 7 t7 Date 16. 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.]tFj Initials� , #Date C 12 2020 CF Program Application FINAL bt!E://www,cojefferson.wa.us/560/Conservation-Futures-Program SNOW CREEK FOREST O&M APPLICATION CONSERVATION FUTURES FUNDS ILLUSTRATIONS - 2020 Current creek conditions, with need for increased conifer presence and native shrub diversity Native conifer and shrub restoration plantings along Snow Creek Preserve boundary challenges including ongoing vegetation impacts, trash dumping, and parking related to neighboring private property Challenges along certain portions of Preserve boundary a I „T �r r e � FF M f + AP fel c� Upper Snow Creek Forest Preserve Boundaries Acres Protected: Approximately 73 River Bank feet: N 600 0 250 500 1,000 Feet 2015 Aerial Image (NAI P) For informational purposes only. All data represented are from varying sources and approximate. Map created in August, 2016 N JLANON TRUST �1gON ���� 2020 Jefferson County Conservation Futures Program Property Acquisition and/or IN 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 tpokornyPco.iefferson.wa.us with questions. Background and Eligibility Information 1. Project Title: Upper Tarboo Creek Wetlands Acquisition and Restoration 2. Conservation Futures Acquisition Request: $128,500 Conservation Futures O&M Request: $0 3. Total Conservation Futures Request: $128,500 4. Please indicate the type of interest contemplated in the acquisition process. X Warranty Deed Easement X Other (Please describe below.) In whose name will the property title be held after acquisition? Northwest Watershed Institute, with Conservation Covenants held by US Fish and Wildlife Service. 5. Applicant Information Name of Applicant or Organization: Northwest Watershed Institute Contact: Peter Bahls Title: Executive Director/Conservation Biologist Address: 3407 Eddy Street, Port Townsend, WA 98368 Phone: (360) 385-6786, ext. Email: peter@nwwatershed.org 6. Sponsor Information: (if different than applicant) Same Organization Name: Contact: Title: Address: Phone:. Fax: O - , ext. Fax: (360) 385-2839, ext. This application was approved by the sponsor's legally responsible body (e.g., board, council, etc.) on March 25, 2020 1 2020 CF Program Application DRAFT http://www.co.jefferson.wa.us/560/Conservation-Futures-Program 7. Site Location Street Address or Description of Location: Three adjoining parcels north of Center Road between Trillium Woods Farm and junction of Center and Dabob Road. Address of middle Lincoln Property is 7560 Center Road. Driving Directions from Port Townsend: Turn right at the Chimacum 4-way stop onto Center Road, proceed south under Hwy 104 and continue on Center Road % mile to driveway on right at 7560 Center Road. Section: 17 Township: 28 N Range: 1 W Assessor's Parcel Number(s): 801-171-004, 801-174-001, and 801-174-009 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. 801-171-004 (Pope Resources), 801-174-001 (Lincoln), and 801-174-009 (NWI). Conservation Futures (CF) funds to be used by NWI for fee simple acquisition of Pope Resources and Lincoln properties and for bargain sale of Conservation Covenant (easement) to protect the third parcel already owned by NWI. Please list the assessed values for each property or APN, as applicable. 801-171-004 (6.43 ac)-$19,067 , 801-174-001(6.43 ac)-$158,527 , 801-174-009 (1.62 ac) - $58,971 8. Existing Conditions New Site: Yes No Addition to Existing Site: Yes No Total Project Acreage (if different): Existing Structures/Facilities: No Number of Parcels: 3 Acres to Be Acquired: 14.5 Current Zoning: 1 per 20 Any current covenants, easements or restrictions on land use: No Current Use: Pope Resources and NWI parcels are undeveloped, Lincoln is residential. Waterfront (name of body of water): Tarboo Creek and tributaries Spring Creek, Tarboo Lake Creek, other Shoreline (linearfeet): % mile of upper mainstem Tarboo Creek and tributaries Owner Tidelands/Shorelands: NA 9. Current Property Owner X is is not a willing seller. Project Description 10. In 1,000 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 2 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r 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. Background, goals, and objectives Since 2002, Northwest Watershed Institute (NWI), Jefferson Land Trust, and over 40 partnering organizations have been working on a landscape scale project to protect and restore the Tarboo- Dabob Bay watershed, with over 4,000 acres conserved to date. The three main objectives of the conservation effort are to: 1) protect and restore the stream and wetland corridor, from the headwaters of Tarboo Creek to Dabob Bay, 2) conserve uplands for sustainable forestry, 3) preserve lands within the Dabob Bay Natural Area. For this project, NWI proposes to permanently protect and restore a critical gap in the stream and wetland corridor along upper Tarboo Creek, located between two conservation properties previously protected with CF funds. The project includes three adjoining properties that provide a variety of stream, wetland and riparian habitats and that support a high diversity of native species. In addition, portions of each parcel have excellent potential for wetland restoration. Pope Resources (6.43 acres) - includes high quality beaver pond wetlands along the mainstem of Tarboo Creek and its tributary Spring Creek, and 4 acres of reed canary grass that will be restored to native scrub/shrub wetlands by NWI and Plant-A-Thon volunteers. NWI has a narrow window of time to acquire this parcel before Rayonier Co. assumes ownership of Pope Resources properties. Lincoln (6.43 acres) — includes intact forested wetlands along Tarboo Creek and its tributary Tarboo Lake Creek, and a house site and improvements built on about 1 acre of fill in the wetland. NWI plans to purchase the property to remove the house and associated fill and protect and restore forested wetlands across the entire property. The owner wants to sell in 2020 so there is an urgent need for CF funding. NWI (1.67 acres) — NWI purchased this wetland property in 2016 to hold it for possible conservation if funding can be secured. NWI has already removed the existing house and other structures. However, the house was built on 3 to 6 feet of dirt and garbage that has filled in a portion of wetland. NWI proposes to remove all fill and revegetate the property to restore forested wetlands. The property will also be permanently protected by NWI selling a Conservation Covenant for about 20% of its appraised value to the US Fish and Wildlife Service. The Conservation Covenant is a recorded deed restriction similar to a conservation easement (see attachments for example). Proposed uses The three parcels will be owned and managed by NWI as the "Upper Tarboo Wetlands Preserve", a separate unit of NWI's Tarboo Wildlife Preserve located several miles downstream in the main Tarboo valley. All three parcels will be permanently protected under recorded federal Conservation 3 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Covenants. NWI plans to restore portions of all three properties, including the 141" annual Plant-A- Thon that will involve hundreds of children and parents from local schools. Over the long term, the wetlands will serve as a regional education and demonstration site to illustrate innovative wetland restoration methods and will also provide the Tribes with traditional cultural gathering opportunities and NWI with a long-term nursery for harvest of willow and other live stakes for use on other restoration projects.. A walking trail system for supervised public school and other tours is planned. Critical dates and urgency NWI has secured a National Coastal Wetlands Conservation Grant from the US Fish and Wildlife Service that will provide $508,000 toward the project. A partial match of $83,500 to this federal funding has been secured. However, an additional $128,500 in match is urgently needed from CF to leverage the project and complete acquisitions in 2020. Due to landowner constraints, two of the three properties must be acquired in 2020 or NWI will probably lose the opportunity to form an unbroken habitat corridor along upper Tarboo Creek. Budget JCCF Match to Other Total Request JCCF Match Cost Timeline Acquistion Pope Resources Property -fee simple 35,000 45,000 80,000 Nov-20 Lincoln Property -fee simple 75,000 200,000 275,000 Dec-20 NWI Property (Conservation Covenant by USFWS) 10,000 40,000 50,000 Oct-20 Acquisition Related Costs: 53,000 53,000 Sep-20 to Jan-21 O&M Costs - Wetland restoration Pope Resources -control RCG, revegetate 18,500 43,500 62,000 Nov-20 to Jun-22 Lincoln - demo structures, remove fill, revegetate 128,000 128,000 May-21 to Jun-22 NWI - remove fill, revegetate 43,500 43,500 Sep-20 to Jun-22 Project management and administration 8,500 20,000 28,500 Sep-20 to July-22 Total Project Costs 1 128,5001 508,0001 83,500 720,000 Percent JCCF match 1 1 80% Note - "Other Match" is already committed to the NCWC grant and not eligible to match JCCF. 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. Estimated or Appraised Value of Propert(ies) to be Acquired: see budget above for estimated values. Total Estimated Acquisition -related Cost (see Conservation Futures Manual for eligible costs): $53,000 Total Operation and Maintenance Cost: $233,500 Total Project Cost: $636,500 (not including $83,500 in Other Match). 4 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r 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): Estimates of fair market value are based on recent appraisals completed in the Tarboo watershed and preliminary discussions with MAI appraiser Shapiro and Associates who are currently under contract to complete appraisals of all three parcels, due in mid -May. Note that the value for the Pope Resources wetland parcel is higher than expected because of the potential to make a boundary line adjustment with an adjoining upland parcel to change the wetland parcel into a larger and developable lot with upland. An example of this scenario is shown in the attachments. Restoration costs are based on NWI's 18 years of experience conducting over 50 similar projects in the Tarboo watershed. A restoration budget that details the tasks for each project and estimated cost is provided in the attachments. Scored Questions 1 a. Sponsor or other organizations X will will not contribute to acquisition of proposed site and/or operation and maintenance activities. 1 b. If applicable, please describe below how contributions from groups or agencies will reduce the need to use Conservation Futures program funds. 1 c. Matching Fund Estimate Acquisition O&M % Conservation Futures Funds Requested $128,500 $0 20% Matching Funds/Resources* $508,000 $0 80% Total Project Acquisition Cost $636,500 $0 100% Note — Total Project Cost does not include "Other Match" already allocated to federal NCWC grant and shown in the budget above. * 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. 1 d. Source of matching Amount of Contribution If not, Contribution If not, funds/resources contribution approved? when? available now? when? NCWC Grant $508,000 Yes No Yes No. Awarded 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. 5 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r 2 a. Sponsoring agency X is is not prepared to provide long-term stewardship (easement monitoring, maintenance, up -keep, etc.) for the proposed project site. 2 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. Northwest Watershed Institute plans to manage the parcels long-term as the Upper Tarboo Creek Wetlands Preserve. With funding from the secured US Fish and Wildlife Service grant, NWI will prepare a Stewardship Plan and conduct extensive restoration on all three parcels. Long-term stewardship of the Upper Tarboo Creek Wetland Preserve can be efficiently incorporated into NWI's existing operations because NWI's main base of operation is the 400-acre Tarboo Wildlife Preserve in the Tarboo valley, located about 2 miles downstream of the proposed project. NWI already employs an experienced professional staff, including aquatic ecologist and botanist and field crew that conduct annual restoration projects, monitoring, and stewardship at properties in the Tarboo watershed. Finally, the U.S. Fish and Wildlife Service (USFWS) will hold permanent Conservation Covenants on all three Properties owned by NWI. The Conservation Covenants, similar to conservation easements, are deed restrictions recorded on each property title that prohibit uses of the property that are not consistent with the wetland conservation goals of the National Coastal Wetland Grant award. An example of a USFWS Conservation Covenant is included in attachments. 3 a. Describe the sponsoring agency's previous or on -going stewardship experience. Northwest Watershed Institute is a nonprofit conservation organization that provides scientific, technical and on -the -ground support for watershed restoration and has been conducting habitat stewardship and restoration projects in the Tarboo watershed for 18 years. NWI has extensive experience stewarding and managing the Tarboo Wildlife Preserve and conservation properties owned by other landowners using professional staff, experienced field crew, and volunteers. 3 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: Yes. Nine conservation easement projects proposed by NWI and JLT were previously approved for CF funding as part of the landscape scale conservation project in the Tarboo watershed and all have been successfully completed, including the 2019 Tarboo Forest project. 4 a. Property X can _cannot feasibly be acquired in a timely fashion with available resources. 4 b. Necessary commitments and agreements are X are not in place. 6 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r 4 c. All parties _are X are not in agreement on the cost of acquisition. if "not" to any of the above, please explain below. Owners of the Pope Resources and Lincoln parcels have provided letters stating their serious interest in selling. Appraisals will be completed by mid -May, at which time NWI will make offers. The sellers have expressed their motivation to sell in 2020 and NWI is optimistic that purchase agreements can be secured. 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. The proposed project is a top priority in many of the plans for the Tarboo watershed. The project will fill a critical gap in completing the protected stream corridor along the mainstem of Tarboo Creek. The project is identified as a conservation priority in the following plans: Jefferson Land Trust's Jefferson County Conservation Plan (2010) identifies the project area as within a priority habitat conservation stream corridor. https://www.saveland.org/wp- content/uploads/2016/06/2010 JLT Conservation Plan LoRes.pdf The Tarboo Creek/Dabob Bay Implementation Strategy, a Sub -Plan of JLT's Jefferson County Conservation Plan, identifies the specific project area as within the priority stream and wetland habitat corridor along Tarboo Creek. The project is a top priority in Northwest Watershed Institute's Tarboo Watershed Conservation Strategy to protect and restore a stream and wetland corridor from the headwaters of Tarboo Creek to Dabob Bay (objective 1) (http://www.nwwatershed.org/conservation-strategy.htmi). The proposed properties are within a priority terrestrial conservation area identified and mapped in the Willamette Valley- Puget Trough- -Georgia Basin Ecoregional Assessment (2004 Floberg et all. This priority area includes much of the Tarboo and Thorndyke watersheds. The Ecoregional plan, developed by Washington Department of Fish and Wildlife and The Nature Conservancy, is one of the primary conservation plans for Puget Sound and has received extensive public and scientific review. 6. Conservation Opportunity or Threat: 6 a. The proposed acquisition site X does _does not provide a conservation or preservation opportunity which would otherwise be lost or threatened. 6 b. If applicable, please carefully describe the nature and immediacy of the opportunity or threat, and any unique qualities about the site. 7 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r NWI has a narrow window of opportunity to conserve and restore all three parcels to form a continues conservation corridor along upper Tarboo Creek. NWI must purchase the Pope Resources and Lincoln properties in 2020 or probably lose the opportunity for the foreseeable future. Pope Resources has not yet sold their lands to Rayonier and so have a window of several months to a year to consider the sale of this small property. Once Rayonier owns the property, it may be significantly more difficult for NWI to negotiate a purchase given the large size and Florida location of this corporation. Michelle Lincoln is very motivated to sell her property in 2020 and supports NWI's mission. However, she will need to list the property if NWI cannot secure adequate funding for a purchase in 2020. Finally, CF funding in 2020 is urgently needed to leverage the recently secured federal grant that will pay over 80% of the project costs. 7. Summarize the project's conservation values and how the CF funds requested support these values. The project represents a high benefit to cost ratio of CF funds because the CF funds are a small fraction of the overall project funding and the project has extremely high benefits for wildlife conservation, cultural resources, and education. The proposed project will fully protect and restore a critical gap in the stream and wetland conservation corridor that extends from the headwaters of Tarboo Creek to Tarboo-Dabob Bay, a priority in the landscape scale conservation effort for the Tarboo watershed. The 14.5 acres of wetlands to be conserved is a biodiversity hotspot in the watershed, important to anadromous fish and many other native species and as a tribal cultural resource and valuable for environmental education. CF funding will be used to fund a portion of the acquisition costs for each parcel: in total providing less than 20% of the full funding for the project, with federal funding and other match already secured. 8. The proposed acquisition: 8 a. X provides habitat for State of Washington Priority Habitat and/or State or Federal Threatened, Endangered or Sensitive species. 8 b. X provides habitat for a variety of native flora or fauna species. 8 c. 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 Habitats) and Threatened, Endangered, or Sensitive species below, and cite or provide documentation of species' use. I Prioritv and Listed Species on -site Tarboo Creek and tributaries Priority Riparian Habitat Western toad State Candidate and Federal Species of Concern Pileated woodpecker State Candidate Puget Sound steelhead State Candidate and Federal Threatened ' See, for example, htW://www.dnr.wa.gov/researchscience/topics/naturalheritage/pages/amp_nh.aspx http://www.wdfw.wa.gov/conservatioLi/phs/lis http://wwwl.dnr.wa. og v/nhp/refdesk/plants.htrnl http://wwwl.dnr.wa. og v/nhp/refdesk/pubs/wa ecological systems.pdf 8 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Hood Canal coho salmon Western Brook lamprey Federal Species of Concern Federal Species of Concern Listed Species benefited downstream in Tarboo-Dabob Bay (documented rearing habitat) Hood Canal summer chum salmon State Candidate and Federal Threatened Puget Sound Chinook salmon State Candidate and Federal Threatened Provides habitat for a variety of native flora and fauna The project will protect and restore a diverse wetland mosaic of Open Water, Emergent, Scrub -scrub, and Forested wetland types that supports a high diversity of at -risk fish, bird, amphibian, and mammal species, including western toad, waterfowl, and salmonids, and neo-tropical migratory birds. For example, the wetlands provide critical breeding, staging, foraging, wintering, and summering habitat for an estimated 134 species of migratory and resident waterfowl, shorebirds, waterbirds, and landbirds. During four visits in April and May of 2019, a total of 45 bird species were documented by expert birders with the Admiralty Audubon Society and NWI biologists. Additional species are expected to occur in these habitats based on the experience of local birders and biologists over the past decade at the project site and NWI's nearby Tarboo Wildlife Preserve in the Tarboo valley. Wildlife corridor The proposed project fills a critical gap in the otherwise protected stream corridor of upper Tarboo Creek. The project is located between upstream and downstream properties protected under conservation easements funded by the CF program and other sources. All three adjoining parcels proposed for protection and restoration are part of wetland complex that functions as a single unit and a critical wildlife corridor for amphibians, fish, and other wildlife moving along Tarboo Creek. Restoration proposed to remove wetland fill and structures on some of the properties will further enhance the value of the wetlands as a wildlife corridor. The importance of this wildlife corridor was highlighted recently when four bull elk were seen using the wetland area and adjacent Trillium Woods farm in spring of 2019 and 2020. 8 d. Does the current owner participate in conservation programs that enhance wildlife habitat? If so, please provide details. Yes — the proposed owner is Northwest Watershed Institute which has been leading the Tarboo- Dabob Bay Conservation Program for 18 years. The proposed project has been awarded funding from the U.S. Fish and Wildlife Service's National Coastal Wetlands Conservation Program which recognizes wetland protection and restoration along the Tarboo Creek corridor as a high priority. 9. Describe to what degree the project protects habitat for anadromous fish species (for example: marine shorelines, stream/river corridors including meander zones, and riparian buffers). Please provide documentation and maps that demonstrate the location, quality and extent of the existing buffer and adjoining habitat. This is a very important project for conserving anadromous fish species. The project will safeguard and restore the last major gap in protection along the upper mainstem of Tarboo Creek, which provides documented spawning and rearing habitat for native coho salmon, coastal cutthroat trout, and steelhead. The project area also includes three tributaries of Tarboo Creek, including Spring 9 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Creek and Tarboo Lake Creek, that provide juvenile rearing habitat. A map of the stream system and photos of coho on the site observed during annual spawning surveys by NWI are attached. In addition, beaver ponds on Tarboo Creek and Spring Creek are key habitats for coho salmon and cutthroat trout. According to decades of fisheries research, beaver ponds provide optimal rearing habitat for juvenile coho salmon that spend a year in freshwater before migrating back to sea. The beaver pond at the Pope Resources property is the largest and deepest pond in the watershed and probably quite important to the overall survival and recovery of the coho population in Tarboo Creek. NWI has also documented a high density of native brook lamprey in this wetland reach of stream system, which provides food for salmonids. 10 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 funds. Agriculture is defined as "the science or practice of farming, including cultivation of the soil for the growing of crops and the rearing of animals to provide food, wool, and other products". The proposal for the Pope Resources reed canary grass restoration site represents an unusual form of agriculture. Using innovative methods developed over the past decade, reed canary grass will be suppressed on 4 acres through various methods, including soil mulching with cardboard sheeting pinned down with thousands of willow and other species of live stakes. After several years of growth, some of the live stakes in the scrub/shrub wetland will be harvested annually by NWI crew to provide long-term sustainable source of willow, red osier dogwood, ninebark and other native stakes for restoration projects. This use of the land is an atypical form of agriculture that allows NWI to obtain local restoration products without buying from a commercial nursery and without impacting wetland species and functions. 10 b. Describe the current owner's record of implementing management practices that preserves and/or enhances soil, water quality, watershed function and wildlife habitat on the farm. NWI has extensive experience restoring wetlands and has proven track record in methods for restoring reed canary grass fields to scrub/shrub forests without the use of herbicides. NWI has used the Trillium Woods Farm restoration site as our primary "live stake nursery" for years, but could use a larger source of willow and other live stakes that can be sustainably harvested and under NWI ownership. 10 c. Describe how the acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. Protection and restoration of the Upper Tarboo Creek Wetlands Preserve will maximize wetland functions of preserving water quality and wildlife habitat, while allowing sustainable harvest of restoration materials. 11 a. 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. 10 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Although NWI will not be conducted commercial forestry, NWI will be implementing silvicultural practices. One primary goal of the project is to restore forested and scrub/shrub wetlands and this will require extensive tree planting with wetland species (Sitka spruce, western red cedar, crabapple, and others) and thinning over time. These silvicultural activities will be described in a Stewardship Plan to be developed for the Upper Tarboo Creek Wetlands Preserve. 11 b. Describe the current owner's record of implementing management practices that preserves and /or enhances soil, water quality, watershed function and wildlife habitat. Northwest Watershed Institute has been conducting forest related watershed restoration for 18 years including road removal, forest tree planting, stream culvert replacement and invasive species removal. The proposed restoration will involve long term use of silvicultural practices to restore forested wetlands and non-commercial harvest of live stakes as a source for other restoration projects. 11 c. Describe how the property acquisition or proposed easement will likely preserve and/or enhance soil, water quality, watershed function and wildlife habitat. The primary goal of the project is to preserve and restore wetland habitats. All wetland fill and development will be removed on the NWI and Lincoln parcels and reed canary grass wetlands will be restored to native scrub/shrub wetlands on the Pope Resources parcel. Specific restoration tasks and budget are attached. 12 a. 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 proposed project benefits a broad county area because it is a key part of the much larger conservation effort that spans from the headwaters of Tarboo Creek to the state's Dabob Bay Natural Area. In particular, the project will protect a critical "gap" in the Tarboo Creek stream corridor that will directly benefit salmon habitat and biodiversity and safeguard water quality in downstream Tarboo Creek and Dabob Bay, which has been recognized as a state and national priority for conservation due to its diverse estuarine habitats and valuable shellfish production. Taylor Shellfish Company and the Port Gamble S'Klallam Tribe have provided letters of support that attest to the regional importance of the project in protecting Tarboo Creek and downstream Dabob Bay, attached. 12 b. Is the project located in an area that is under -represented by CF funded Projects? Areas that Conservation Futures has not been able to support to date include Marrowstone Island, Toandos Peninsula, Dosewallips Valley, Bolton Peninsula, and the West End. NA 13. 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 Upper Tarboo Creek Wetlands Preserve will serve as an important site for educating the public on wetland protection, restoration and sustainable use. The site is easily accessible from Center Road and NWI plans to develop a small foot trail system to host workshops, tours and other public events to expand understanding and adoption of wetland conservation and restoration methods. 2 The words "education" and "interpretation" are interpreted broadly by the CF Committee. 11 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Furthermore, NWI plans to hold the 141" annual Plant-A-Thon at the Pope Resources parcel. The Plant-A-Thon is the largest environmental service event in East Jefferson County, and will actively involve about 200 children and parents from five local schools in innovative methods to control reed canary grass and restore scrub/shrub wetlands to the site. As mentioned below, the property will also serve an important educational purpose as a place for the Tribes to pass on traditions of sustainable gathering of wetland plants used for cultural purposes and ceremonies. The properties are also available for public access by prior permission, including deer hunting and mushroom picking, two important recreational uses in rural areas. 14. The proposed acquisition includes historic or culturally significant resources3 and is registered with the National Register of Historic 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 Port Gamble S'Klallam Tribe has written a letter of support for the project (see attachments), in part because the Upper Tarboo Creek wetlands represent an important cultural resource for the Tribes that they would like to see protected and restored. The JCCF grant application states that cultural resources include "...traditional, religious, ceremonial, and social uses and activities of affected Indian Tribes...". The Upper Tarboo Creek wetlands are an important cultural resource under this definition. The Port Gamble S'Klallam Tribe, Jamestown S'Klallam Tribe, Lower Elwha S'Klallam Tribe, and Skokomish Tribe are signatories to the Point No Point Treaty and retain the right to hunt and gather within their Usual and Accustomed Area, including the Tarboo watershed. These Tribes continue to rely upon a diversity of intact native plant communities in the region, as they have for thousands of years, as places where they gather traditional food, medicine, and materials for use in all aspects of their cultural life, including social and religious. The project site's open water beaver pond wetlands, wet meadows, and forested wetlands support plant species, such as several species of sedges used for weaving baskets for ceremonial purposes, as well as traditional plant foods found only in wetlands. The Port Gamble S'Klallam Tribe reports that in recent years it is experiencing a renaissance of weavers and artists using traditional methods and materials. However, the destruction of wetlands has made it increasingly difficult to access intact habitats suitable for traditional cultural uses by the Tribe. The Tarboo wetlands are significant not just for the materials they offer, but the opportunity for the Tribe to harvest locally; the process of harvesting itself is infused with traditional, social and religious meaning that the Tribes want to pass on to the coming 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 12 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r generations. If funded, the project will permanently conserve the wetlands under federal deed restrictions while allowing sustainable harvest and gathering to maintain tribal cultural traditions. 13 2020 CF Program Application DRAFT hqp://www.co.jefferson.wa.us/560/Conservation-Futures-Prof4r Uer��cat�t� 15. 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 0&M funds will also submit an annual report for each year that 0&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 ired to submit progress reports for three years and for any year in which O&M funds are expended. Initials 44 29 /lobate 16. 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-subuirt the application if tea project sponsor does not obtain the necessary matching funding within three years._Initials ^,( 27Date 14 2020 CF Program Application DRAFT http•/hvw%v co ieffersonwats/560/Conservafion-Fidures-Proffam Tarboo northwest Watershed Watershed Institute Assessmard Port Tovvnsen Watershed Locator A 5 0 5 Miles March 2004 roposed J roj ct Tatboo Watershed Hood Canal i. Olympic Quilcene Bridge 04 Mountains o C, 1400 J ............_Se attle . ....... .. ........ .. . ........ erto Northwest Washington State Figure 1. Project location within the Tarboo-Dabob Bay watershed, Hood Canal, and Washington State. I , Tarboo VVatershed Parcel Ownership Parcels ONR Natural Atea NofMm st W&emhed InSMvte County Park. '-.. 5Ntl1NF Critical Nab= Preserve UNR Tn)% Lanc6 . -- Pape Revour— ottrar - P-akl - Uedet Ap ramat ®a000 NRCA2a16 Ezpanswn f Consmaboo Easemoms Restoration Projects ddd Com—abon & Reutoration Aquatic Lands - Unknown Nbfic - - - P-ete Nortt—re V4a1eratied I nstitute --'�'- — - Pnyate road County road Slate road Lakes ,I Sireama Northwest Watershed Institute r Dec 2018 0 0.5 1 Miles Figure 2. Project location within the Tarboo-Dabob Bay Watershed. Green and hatched lines are conserved properties along Tarboo Creek and Dabob Bay. � N �Previous JCCF projects on tipper Tarboo Creek \! 1: 's8orn� G d Uwe I Toa � rr 1. cFi�e7lhn� � � ++ r I U r jam;,, Figure 3. Closer view of Tarboo Creek Corridor showing protected lands (green or hatched). Figure 4. Proposed project map showing two parcels to be acquired and total of three parcels to be protected with US Fish and Wildlife Service Conservation Covenants and restored to forested wetlands. Ttle. Tarboo Creek Wetland Aquisition sedXs Indicated Figure Olympic Wand Eources,L 856 50th Street Mb wnsend,M198368 C and Restoration Project Date: June 2019 Client: NWI, Peter Bahls 360 385-6432 dixie@yahoo.com 3407 Eddy Street Port Townsend WA, 98368 Job '019-0614 Parcel 801171004, 801174001, 801174009 S 17, T 28N R 1 W PFOA Palustrine Forested Temporarily Flooded SSA Scrub Shrub Temporarily Flooded PEM 1A Palustrine Emergent Persistent Temporarily Flooded POWF Palustrine Open Water Semi Permanently Flooded Wetland community types indicated often extend off property boundaries. This map is only for the three parcels with results determined by visual observations in the field and aerial maps. Figure 5. Wetland types delineated on the project site by Olympic Wetland Resources LLC in June 2019. Protected ftW mac. s Dab Bay Tarboo Wildlife _ Preserve f r -!�' — .i.� s=a i Protected property Figure 7. Aerial view of properties proposed for protection and restoration along upper Tarboo Creek and associated tributaries and wetlands. Hearn F feainai P 20 acres FM 20 Y' Pope J�ihhs�k; / 26.67 ac Pape 'I/1 6.43 ar 11 13.1 aae acres 'h`°h' xh JA 6.43 ac 1.62 ar Figure 8. Example of how the Pope 6.43 acre wetland property can be used with an adjoining 26.67 parcel to make two developable parcels of 20 acres and 13.1 acres through a boundary line adjustment. The potential for a BL adjustment increases the appraised value of the wetland parcel. The map shows 20 acre zoning in yellow. oNip siIFq . r. q *� r n 14 Al - � ` � � • if.. rn .. .%Jux�'#,S�idi�,�: ..id�.`. ,_ .. �v,. ' -, ,} 's � •... d. I _ , - y Y." E J d �r �.J' y, _ f h r all, s Figure 11. Example of installing willow and cardboard planting proposed for Pope Resources property. W eo77 t r t .v VV- tY 4H��.•n r _KK?. y r r '* n Figure 12. Installing planter box as artificial nurse log to re-establish trees in historic forested wetlands. Figure 13. "After" planter box or willow cage 2 years after planting. Figure 14. Example of conversion of grass to scrub/shrub wetland in Tarboo valley. Figure 15. Lincoln Property - House and fill to be removed from wetland. A ;ry � f •J Figure 16. Lincoln Property — intact forested wetlands on Lincoln parcel. Figure 17. NWI Property - wetland fill and garbage 3-6 ft deep is proposed for removal. Figure 18. NWI Property — intact forested wetlands on NWI parcel. I Am "e. :iR, OA 4 • �T Aid s :"ALI Michelle Chambers Lincoln PO Box 2686 Silverdale, WA 98383 April 15, 2019 Peter Bahis, Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Dear Mr. Bahls, I am interested in selling my property along Tarboo Creek and wetlands to Northwest Watershed Institute (parcel no. 801174001) for long term conservation. support Northwest Watershed Institute's efforts to raise grant funding from state and federal sources for a possible purchase of the property for fair market value as determined by appraisal. To show my support, I agree that if a National Coastal Wetlands Conservation Grant is awarded for the proposed purchase of my property and I accept the offer from NWI, I will donate $1,000 cash at time of sale to help with the project expenses. Sincerely, Michelle Chambers Lincoln • a _Mk___M Pope Resources A Limited Partnership 19950 7th Avenue NE, Suite 200 Poulsbo, WA 98370 (360) 697-6626 (360) 697-1156 FAX April 19, 2019 Peter Bahls, Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Dear Mr. Bahls, Pope Resources is interested in selling the 6.4 acre wetland parcel along Tarboo Creek to Northwest Watershed Institute (Jefferson County parcel 801171004) as part of a larger wetland conservation and restoration project along Tarboo Creek. We support Northwest Watershed Institute's efforts to raise grant funding for a possible purchase of the property at fair market value as determined by third -party appraisal provided that the third - party appraised value is satisfactory to Pope Resources. To show our support, Pope Resources agrees that if a National Coastal Wetlands Conservation Grant is awarded for the proposed purchase of the property and we accept the offer from NWI, Pope Resources will donate $1,000 cash at time of sale to help with project expenses. By no way does this letter represent a commitment to sell the parcel but we do applaud your efforts to secure funding for this conservation project. Sincer Mike Mackelwich Vice President - Timberland Operations PORT GAMBLE S'KLALLAM TRIBE NATURAL RESOURCES DEPARTMENT 31912 Little Boston Rd. NE - Kingston, WA 98346 April 18, 2019 Peter Bahls, Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Port Gamble SWaliam Tribe `4fENT Dear Mr. Bahls, I understand that Northwest Watershed Institute is partnering with Washington Department of Ecology to apply for a National Coastal Wetlands Conservation Grant (NCWCG) to purchase and restore wetland properties along Tarboo Creek. These properties provide important stream and wetland habitat for salmonids and other at -risk species also protects downstream water quality for Dabob Bay. Restoration by removal of fill in wetlands and re -vegetation will provide long term benefits for treaty reserved resources. The Port Gamble S'Klallam Tribe very much supports NWI's long-term program to conserve and restore Tarboo Creek and its wetlands corridor, from the headwaters to Dabob Bay. If I can be of any further assistance, please don't hesitate to contact me at 360 297-6288 or by email at naulmna.bast.nsn.us. If the project is awarded NCWCG funding, the Tribe's Natural Resources Department agrees to provide a $500 cash donation to Northwest Watershed Institute to help complete the project. Sincerely, Paul McCollum Natural Resources Director Port Gamble S'Klallam Tribe Phone: (360) 297-6288 Fax: (360) 297-4791 March 27, 2020 Peter Bahls, Executive Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Dear Mr. Bahls: I understand that Northwest Watershed Institute is applying for Jefferson County Conservation Futures (JCCF) grant funding to match federal funding to protect and restore critical wetlands along upper Tarboo Creek. Last year, I provided a letter of support for the for the project. However, here I would like to speak to the importance of the wetlands as a cultural resource for the Tribes. The Port Gamble S'Klallam Tribe, Jamestown S'Klallam Tribe, Lower Elwha S'Klallam Tribe, and Skokomish Tribe are signatories to the Point No Point Treaty and retain the right to hunt and gather within their Usual and Accustomed Area, including the Tarboo watershed. These Tribes continue to rely upon a diversity of intact native plant communities in the region, as they have for thousands of years, as places where they gather traditional food, medicine, and materials for use in all aspects of their cultural life, including social and religious. The project includes open water beaver pond wetlands, wet meadows, and forested wetlands that are particularly important as a cultural resource because they support slough sedge, willow, and other wetland plants used for weaving baskets used for ceremonial purposes. If successful, the grant funding will permanently conserve the wetlands under federal deed restrictions while allowing sustainable harvest of cultural resources, such as basket weaving materials and traditional foods. The JCCF grant application states that cultural resources include "...traditional, religious, ceremonial, and social uses and activities of affected Indian Tribes..:'. I want to make it clear that the Upper Tarboo Creek wetlands are a cultural resource under this definition and the proposed plan for protection and restoration would help maintain their importance. The Tarboo wetlands are significant not just for the materials they offer, but the opportunity for the Tribe to harvest locally; the process of harvesting itself is infused with traditional, social and religious meaning that we want to pass on to the coming generations. Currently, the Tribe is enjoying a renaissance of weavers and artists using traditional methods and materials. However, with the conversion of vast areas in our region to industrial tree farms and development projects that have destroyed wetlands, it is increasing difficult for us to access habitats suitable for traditional cultural uses. The proposed Upper Tarboo Creek Wetlands project would protect an important cultural resource for the Tribes. Sincerely, Paul kof Direural Resources 139 SE LYNCH ROAD, SHELTON, WA 99994 April 17, 2019 Peter Bahls, Director Northwest Watershed Institute 3407 Eddy Street Port Townsend, WA 98368 Dear Mr. Bahls, On behalf of Taylor Shellfish, I am pleased to demonstrate my support for conservation work for the proposed National Coastal Wetlands Conservation Grant (NCWCG) for acquisition and restoration of wetlands along Tarboo Creek, part of NWI's larger, long- term effort to protect and restore the Tarboo Creek-Dabob Bay watershed. Taylor Shellfish Company is one of the largest shellfish growers in Washington State and fully realize that the health of the shellfish industry depends upon healthy coastal ecosystems and clean water. I strongly support this effort to conserve and restore Tarboo Creek's wetlands which are critical to maintaining water quality for our business operations in downstream Dabob Bay and site of our shellfish hatchery, one of the largest shellfish hatcheries in the world. If the project is awarded NCWCG funding, I agree to provide a $1,000 cash donation to Northwest Watershed Institute to help complete the project. Sincerely, ()) % Ttifer Bill Taylor Owner TAYLOR SHEWISH CO.tt TAYLORiCO.NTS AFTER RECORDING RETURN TO: [Title / Name:] Address Address Address CONSERVATION COVENANT (Grant Name — Property Name) Grantor: Grantee: The Public Abbreviated Legal Description: Tax Parcel #: RECITALS a. , (Grantor) is the owner in fee simple of real property known as Property Name, located in County, Washington, (Property) more particularly described in Exhibit A and as shown in Exhibit B. Exhibits A and B are attached to this instrument and incorporated herein by reference. If there are differences between these two Exhibits, the legal description in Exhibit A shall control. The property contains approximately acres. b. This document is an environmental (restrictive) covenant (Covenant) to Revised Code of Washington (RCW) 64.04; the Washington State Depe (Ecology) Grant Agreement No. reference hereto; and the U.S. Fish and FxxAPxxxxx (Grant), which has executed pursuant tment of Ecology (Agreement), incorporated by Wildlife Service (Service) Coastal Wetlands Grant No. an effective date of . The Service awarded the Grant from the National Coastal Wetland Conservation Grant Program (CFDA #15.614), which was established under the Coastal Wetlands Planning, Protection, and Restoration Act (16 U.S.C. §§ 3951-3956). A copy of the Grant is kept on file at the office of the Service, 911 NE llth Avenue, Portland, OR 97232 and at the office of Ecology, 300 Desmond Drive SE, Lacey, WA 98504. The Wildlife and Sport Fish Restoration Program is the administrative subdivision of the Service that administers the grant. Page 1 of 9 Grantor is the subgrantee responsible for implementing the project. The purpose of the Grant is to protect the [DESCRIBE HABITAT TYPESI perpetuity for conservation purposes. The Property was acquired for $xxxxxx using funds from the Coastal Wetlands Grant ($xxxxxx or xx% of the purchase price) and the non-federal match ($xxxxxx or xx% of the purchase price). This project benefits _[DESCRIBE OVERALL PROJECT BENEFITS, example: larger conservation efforts in the Puget Sound by adding habitat connectivity with other conserved areas around Barnum Point]. The Property was acquired for the purpose of [DESCRIBE PURPOSE OF SPECIFIC PROPERTY, example: permanent shoreline and coastal wetland protection and the protection of associated native birds, wildlife, and marine organisms]. Grantor hereby acknowledges that the Property was acquired for this purpose, and agrees to monitor and enforce the Property in perpetuity for the conservation of said lands and waters and the hydrology and natural heritage resources dependent thereon. C. Grantor is creating this Covenant to ensure that the Property will be preserved and managed in perpetuity for the conservation purposes described above, and in accordance with all terms and conditions of the Grant. Grantor acknowledges that the Property is subject to all terms and conditions of the Grant and the Agreement, and agrees to monitor the Property in perpetuity for the conservation of the Property's lands, waters, hydrology, and natural heritage resources dependent thereon. COVENANT Grantor, as fee simple owner of the Property herein covenants and declares on behalf of itself and all heirs, assigns, and successors in interest into whose ownership the Property might pass that the Property will be preserved and maintained in accordance with the terms and conditions of the Grant in perpetuity. Furthermore, it is the intent of the Grantor that such covenants, and the Service's interest as provided herein, shall supersede any prior interests the Grantor has in the Property and shall run with the land in perpetuity and be binding on all current and future owners of any portion of, or interest in, the Property. Section 1. General Restrictions and Requirements. Any activity on, or use of, the Property inconsistent with the purposes of the Covenant is prohibited. The following general restrictions and requirements shall apply to the Property: a. Continued Compliance Required. Grantor shall not convey any interest in any portion of the Property without providing for the continued preservation and maintenance of the Property and continued compliance with this Covenant. b. Leases. Grantor shall restrict any lease for any portion of the Property to uses and activities consistent with this Covenant and will notify all lessees of the restrictions on the use of the Property. C. Preservation of Reference Monuments. Grantor shall make a good faith effort to preserve any reference monuments and boundary markers used to define the areal extent of coverage of this Covenant. Page 2 of 9 d. Compliance with 43 C.F.R. § 17.204(c)(2). There shall be no discrimination during the useful life of the Project. Section 2. Specific Prohibitions. In addition to the general restrictions in Section 1 of this Covenant, the following additional specific, non-exclusive list of activities and uses are expressly prohibited on the Property: a. Subdivision and residential development. b. Commercial, industrial, or agricultural development and/or use. C. Alteration of the land surface or water bodies except for the purpose of restoring native habitat or habitat forming ecological processes. d. Timber harvest or other removal of vegetation, except for the purpose of restoring habitat or maintaining the Property and its boundaries. e. Granting road or utility easements through the property. L Exploration for, and/or extraction of, minerals, hydrocarbons, soils, gravels, sand, or other minerals or naturally occurring elements. g. Hunting or trapping, except for nuisance animals. h. Recreational activities that cause wildlife disturbance. i. Any use that is otherwise inconsistent with the purposes of this Covenant. Section 3. Permitted Uses and Activities. The following uses and activities are permitted on the Property, provided that they are consistent with the conservation purposes of the Service Grant: a. Reestablishment of native plants and enhancement of existing native plant communities to improve the overall quality of riparian habitat along the tributaries, streams, and wetlands located on the property. b. Habitat restoration and maintenance. C. Low impact, sustainable forest practices to improve forest diversity and complexity so long as those forest practices have negligible negative impact on habitat, native fish and wildlife, water quality, open space, and environmental values, provided that any revenues derived from such forest practices will be applied to the restoration and stewardship of the Property. d. Removal of safety hazards, invasive species, and nuisance animals. e. Passive, non -motorized, pedestrian recreational use such as hiking and wildlife observation that does not negatively impact wildlife. f. Development of trails, boardwalks, or viewing areas in a manner consistent with the purposes and permitted uses of this Covenant. Page 3 of 9 g. Removal of buildings, structures, or other remnants of human habitation from the Property. h. Any other use or activity consistent with, and necessary to, fulfil the purposes of this Covenant. Section 4. Access. a. The Grantor freely and voluntarily grants Ecology and its authorized representatives, upon reasonable notice, the right to enter the Property at reasonable times to evaluate the effectiveness of this Covenant, and enforce compliance with this Covenant and associated actions. b. This instrument does not convey a right of access or use by a third party to any portion of the Property. Section 5. Notice Requirements. a. Conveyance of Any Interest. The Grantor shall not convey any interest in any part of the Property, including but not limited to, title, easement, leases, or security or other interests, without prior approval from the Service, obtained by using Ecology as an intermediary. In the event the Property is no longer necessary for the purposes of the Grant, Ecology will request disposition instructions from the Service in accordance with 2 C.F.R. § 200.311(c). Prior to executing any conveyance, Grantor must: i. Provide written notice to Ecology of the intended conveyance at least thirty (30) days in advance of the conveyance. ii. Include in the conveying document a notice in substantially the following form, as well as a complete copy of this Covenant: NOTICE: THIS PROPERTY IS SUBJECT TO A CONSERVATION COVENANT GRANTED BY ISLAND COUNTY ON [DATE] AND RECORDED WITH THE ISLAND COUNTY AUDITOR UNDER RECORDING NUMBER [RECORDING NUMBER]. USES AND ACTIVITIES ON THIS PROPERTY MUST COMPLY WITH THAT COVENANT, A COMPLETE COPY OF WHICH IS ATTACHED TO THIS DOCUMENT. iii. Unless otherwise agreed to in writing by Ecology, provide Ecology with a complete copy of the executed document within thirty (30) days of the date of execution of such document. b. Reporting Violations. Should the Grantor become aware of any violation of this Covenant, Grantor shall promptly report such violation in writing to Ecology. C. Emergencies. For any emergency or significant change in site conditions due to Acts of Nature (for example, flood or fire) resulting in a violation of this Covenant, the Grantor is authorized to respond to such an event in accordance with state and federal law. The Grantor Page 4 of 9 must notify Ecology in writing of the event and response actions planned or taken as soon as practical but no later than within 24 hours of the discovery of the event. d. Notification procedure. Any required written notice, approval, reporting or other communication shall be personally delivered or sent by first class mail to the following persons. Any change in this contact information shall be submitted in writing to all parties to this Covenant. Upon mutual agreement of the parties to this Covenant, an alternative to personal delivery or first class mail, such as e-mail or other electronic means, may be used for these communications. Name Heather Kapust Grantor Name Washington State Department of Ecology Address SEA Program Address P.O. Box 47600 Address Olympia, WA 98504-7600 Phone # Phone # 360.407.0239 Email: Email: heather.kapust@ecy.wa.gov Section 6. Enforcement and Construction. a. The Grantor freely and voluntarily grants this Covenant. b. Within ten (10) days of execution of this Covenant, Grantor shall provide Ecology\with a copy of the Covenant and proof of recording. C. Ecology and the Service shall be entitled to enforce the terms of this Covenant by resort to specific performance or legal process. All remedies available in this Covenant shall be in addition to all remedies at law or in equity. Enforcement of the terms of this Covenant shall be at the discretion of Ecology or the Service, and any forbearance, delay or omission to exercise the rights under this Covenant in the event of a breach of any term of this Covenant is not a waiver by Ecology or the Service of that term or of any subsequent breach of that term, or any other term in this Covenant, or of any rights of Ecology or the Service under this Covenant. d. The Grantor shall be responsible for all costs associated with implementation of this Covenant. e. This Covenant shall be liberally construed to protect the conservation purposes for which this Covenant was granted. f. The provisions of this Covenant shall be severable. If any provision in this Covenant or its application to any person or circumstance is held invalid, the remainder of this Covenant or its application to any person or circumstance is not affected and shall continue in full force and effect as though such void provision had not been contained herein. Page 5 of 9 g. A heading used at the beginning of any section or paragraph or exhibit of this Covenant may be used to aid in the interpretation of that section or paragraph or exhibit but does not override the specific requirements in that section or paragraph. Page 6 of 9 In witness whereof, the undersigned Grantor has executed this document this day of Grantor: By: Name: Title: 2018, at , Washington. [NAME, ALL CAPS] STATE OF WASHINGTON ) ) ss COUNTY OF XXXXX ) I certify that I know or have satisfactory evidence that is the person who appeared before me, and said person acknowledged that (he/she) signed this instrument, on oath stated that (he/she) was authorized to execute the instrument and acknowledged it as the of XXXXX County to be the free and voluntary act of such party for the uses and purposes mentioned herein. Given under my hand and official seal this day of , 2018. Notary Public in and for said state, residing at My commission expires: Page 7 of 9 Exhibit A LEGAL DESCRIPTION Page 8 of 9 EXHIBIT B Property Map Page 9 of 9 UPPER TARBOO CREEK WETLANDS RESTORATION BUDGET March 2020 Restoration Tasks by Property Amount NWI parcel restoration Proj mgt and permits (County, Corps, WDFW) 5,000 Fill removal and reshape topography (500 cy @ 20/yd) 10,000 Fill transport (500 cy@15/yd) 7,500 Fill disposal at approve site (500 cy@20/yd) 10,000 Compost soil amendment and spread (50 cy@30/yd) 1,500 Wood chip mulch (50 cy@10/yd) 500 Re -vegetation planting (1 acre) 6,000 Plant maintenance 1.5 year 3,000 Total NWI parcel 43,500 Lincoln parcel restoration Proj mgt and permits (County, Corps, WDFW, Ecology) 7,000 House demolition and disposal 37,000 Other structure demolition 7,500 Septic decommission 5,000 Well decommission 2,000 Fill removal and reshape topography (1000 cy @ 20/yd) 20,000 Fill transport (1000 cy@ 15/yd) 15,000 Fill disposal at approve site (1000 cy@10/yd) 10,000 Compost soil amendment and spread (100 cy@30/yd) 3,000 Wood chip mulch (150 cy@10/yd) 1,500 Re -vegetation planting (3 acres) 15,000 Plant maintenance 1.5 year 5,000 Total Lincoln parcel 128,000 Pope Resources parcel restoration Proj mgt and permits (County, Corps, WDFW) 5,000 Re -vegetation materials and installation (5 acres) Planting boxes 5,000 Stake and cardboard treatment 45,000 Beaver wire protection 7,000 Total Pope Resources parcel 62,000 Total Restoration - all three parcels 233,500 INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OH 45201 Date: 0 2 4 20 NORTHWEST WATERSHED INSTITUTE 3407 EDDY STREET PORT TOWNSEND, WA 98368-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 93-1325820 DLN: 17053259778026 Contact Person: CLINTON L FORTNER ID# 31163 Contact Telephone Number: (877) 829-5500 Public Charity Status: 170 (b) (1) (A) (vi) Our letter dated JANUARY 2002, stated you would be exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code, and you would be treated as a public charity, rather than as a private foundation, during an advance ruling period. Based on the information you submitted, you are classified as a public charity under the Code section listed in the heading of this letter. Since your exempt status was not under consideration, you continue to be classified as an organization exempt from Federal income tax under section 501(c)(3) of the Code. Publication 557, Tax -Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the toll -free number for forms, (800) 829-3676. Information is also available on our Internet Web Site at www.irs.gov. If you have general questions about exempt organizations, please call our toll -free number shown in the heading. Please keep this letter in your permanent records. Sincerely yours, � Lois G. erner Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG) Northwest Watershed Institute BOARD OF DIRECTORS 2020 Board Members and Affiliation and Term on the Board of Directors Officers Peter Bahls President, Vice -President, Peter Bahls is currently full time Executive Director and Treasurer Conservation Biologist for Northwest Watershed Institute. 3407 Eddy Street Term - 2020-2022 Port Townsend, WA 98368 360-385-6786 Gene Jones Board Member Gene Jones is a member of the Port Gamble S'Klallam Tribe and spiritual leader for four Tribes in the Olympic Peninsula region. 5860 NE Totten Road Poulsbo, WA 98370 Term - 2020-2022 360-535-3826 Janis Henry Board Member Janis Henry is a retired biotech patent attorney and chemist with over 30 years of experience in the bioinstrumentation and 14445 SE 55th Street biotechnical industry. She is a life long nature enthusiast and Bellevue, WA 98006 embraces adventure travel. Janis lives in Quilcene and Bellevue. Term - 2020-2022 Keith Lazelle Board Member Keith Lazelle is an award -winning nature photographer who lives on Dabob Bay. His work has been used by many PO Box 192 environmental organizations including Audubon, Hoh River Quilcene, WA 98376 Trust, The Nature Conservancy, and NWI. 360-765-3697 Term - 2019-2021 Judith Rubin Secretary Judith Rubin is Stewardship Director and Botanist for Northwest Watershed Institute. 3407 Eddy Street Port Townsend, WA 98368 Term - 2019-2021 360-385-5358 Liz Hoenig Kanieski Liz Hoenig Kanieski has over 25 years of experience as a field biologist, environmental educator, and environmental planner. 1005 Lawrence Street Much of her work has focused on watershed protection, citizen Port Townsend, WA 98368 engagement and water resources. Term - 2019-2021 Northwest Watershed Institute STAFF ROSTER 2020 Staff member Positions Peter Bahls Executive Director and Conservation Biologist Judith Rubin Director of Stewardship and Public Outreach, and Botanist Suzanne Barnes Office Manager and Bookkeeper Kimo Ellison Field Crew Leader Kimberly Webber Project Assistant and Field Crew Nadia Wade Seasonal Field Crew Henry Tallee Seasonal Field Crew Emily Borenstein Seasonal Field Crew 3407 Eddy Street I Port Townsend, Washington 98368 Northwest voice 360.385.6786 fax 360.385.2839 Watershed Institute ! email peter@nwwatershed.org I www.nwwatershed.org Memo To: Tarboo Creek Conservation Project File From: Peter Bahls, Executive Director CC: Date: March 25, 2020 Re: Executive Committee Resolution to Submit Jefferson County Conservation Futures 2020 Application for the Upper Tarboo Creek Wetlands Protection and Restoration Project. At its Annual Board Meeting of May 14, 2019, the Board of Directors of Northwest Watershed Institute unanimously approved the following resolution — An Executive Committee comprised of Peter Bahls and Judith Rubin shall serve as an executive committee to have the power to make on -going decisions between Board meetings per the existing by-laws. On May 25, 2020 the Executive Committee approved the following resolution — DECIDED — Northwest Watershed Institute shall sponsor and submit a grant application for Jefferson County Conservation Futures 2020 Program for the Upper Tarboo Creek Wetlands Protection and Restoration Project // 1'e- � Peter Bahls President Judith Rubin Secretary 1:60 PM Northwest Watershed Institute 03/26/20 Profit & Loss Budget Overview Accrual Basis July 2019 through June 2020 Jul '19 -Jun 20 Ordinary Income/Expense Income Grant Revenue 4006 • County/Local Funds 20,000.00 4010 • Federal Funds 180,000.00 4020 • Foundation 10,000.00 4030 • State Funds 36,000.00 Total Grant Revenue 246,000.00 Rental/Lease Income 4166 • Olson tideland lease 4,000.00 4176 • Rental Income Reinertsen Rental 15,600.00 4182 • Rental Income - Yarr Caretaker 3,000.00 Total Rental/Lease Income 22,600.00 Consulting/Miscellaneous 4210 • Consulting Fees 28,000.00 4220 • Miscellaneous Income 100.00 Total Consulting/Miscellaneous 28,100.00 Contributed Income 4310 • Restricted 91,000.00 4320 • Unrestricted 83,000.00 Total Contributed Income 174,000.00 Total Income 470,700.00 Gross Profit 470,700.00 Expense 66900 • Reconciliation Discrepancies 0.00 6010 • Advertising 100.00 6030 • Automobile Expense 3,000.00 6040 • Bank Service Charges 200.00 6060 • Contributions 0.00 6080 • Education 0.00 Insurance 6091 • Auto 1,400.00 6092 • Health benefits 28,000.00 6093 • Liability Insurance 3,700.00 Total Insurance 33.100.00 Interest Expense 6120 • Loan Interest 9,200.00 Total Interest Expense 9,200.00 Land Acquisition 6170 • Closing Expenses 4,500.00 6160 • Land -earnest money 5,000.00 Total Land Acquisition 9,500.00 Loan payoff 220,000.00 6210 • Miscellaneous 0.00 Payroll Expenses Gross wages 6231 • Director 70,000.00 6232 • Stewardship Director 4,500.00 6233 • Project Assistant 4,000.00 6234 • Field Crew 30,000.00 Gross wages - Other 0.00 Total Gross wages 108,500.00 Page 1 1:60 PM Northwest Watershed Institute 03/26/20 Profit & Loss Budget Overview Accrual Basis July 2019 through June 2020 Jul '19 -Jun 20 Payroll Taxes 6246 • Paid Family and Medical Leave 300.00 6240 • Medicare 1,500.00 6241 • Social Security 6,000.00 6243 • Workers Comp 3,000.00 6246 • WA State Unemployment 2,000.00 Total Payroll Taxes 12,800.00 Payroll Expenses - Other 0.00 Total Payroll Expenses 121,300.00 6260 • Postage and Delivery 100.00 6260 • Printing and Reproduction 800.00 Professional Fees 6271 • Accounting 1,500.00 6273 • Land Appraisal 0.00 Total Professional Fees 1,500.00 Program Expense 6282 • Fees 6,000.00 6283 • Project subcontractors 30,000.00 6286 • Overrun 0.00 Total Program Expense 36,000.00 6290 • Rent 8,400.00 Repairs and Maintenance 6310 • Building Repairs 0.00 6320 • Computer Repairs 500.00 Total Repairs and Maintenance 500.00 Supplies 6420 • Field Supplies 4,000.00 6440 • Office Supplies 3,500.00 Total Supplies 7,500.00 Taxes 6610 • Property Taxes 3,500.00 6620 • Tax - State Excise 2,000.00 Total Taxes 5,500.00 Telephone/Communications 6660 • Mobile phone 1,300.00 6620 • Telephone - Local 1,700.00 Total Telephone/Communications 3,000.00 Travel & Ent 6720 • Meals 150.00 6730 • Room 0.00 6740 • Travel 0.00 Travel & Ent - Other 0.00 Total Travel & Ent 150.00 Utilities 6810 • Gas and Electric 100.00 Total Utilities 100.00 Total Expense 459,950.00 Net Ordinary Income 10,750.00 Net Income 10,760.00 Page 2 12:04 PM Northwest Watershed Institute 03/26/20 Profit & Loss Accrual Basis July 2019 through February 2020 Jul '19 - Feb 20 Ordinary Income/Expense Income Grant Revenue 4006 • County/Local Funds 19,575.00 4010 • Federal Funds 1,687.50 4030 • State Funds 25,086.19 Total Grant Revenue 46,348.69 Rental/Lease Income 4176 • Rental Income Reinertsen Rental 10,400.00 4182 • Rental Income - Yarr Caretaker 2,000.00 Total Rental/Lease Income 12,400.00 Contributed Income 4310 • Restricted 88,447.79 4320 • Unrestricted 26,195.00 Total Contributed Income 114,642.79 Total Income 173,391.48 Gross Profit 173,391.48 Expense 66900 • Reconciliation Discrepancies -0.04 6010 • Advertising 82.50 6030 • Automobile Expense 2,418.41 6040 • Bank Service Charges 181.70 6080 • Education 460.00 Insurance 6091 • Auto 1,335.50 6092 • Health benefits 6092 • Health benefits - Other 20,369.19 Total 6092 • Health benefits 20,369.19 6093 • Liability Insurance 3,673.00 Total Insurance 25,377.69 Interest Expense 6120 • Loan Interest 6,600.00 Total Interest Expense 6,600.00 Land Acquisition 6170 • Closing Expenses 159.86 6160 • Land 5,000.00 Total Land Acquisition 5,159.86 Payroll Expenses Gross wages 6231 • Director 46,666.71 6232 • Stewardship Director 2,069.00 6233 • Project Assistant 2,335.00 6234 • Field Crew 24,286.75 Total Gross wages 75,357.46 Payroll Taxes 6246 • Paid Family and Medical Leave 221.10 6240 • Medicare 1,092.70 6241 • Social Security 4,672.16 6243 • Workers Comp 2,451.43 6246 • WA State Unemployment 153.25 Total Payroll Taxes 8,590.64 Page 1 12:04 PM Northwest Watershed Institute 03/26/20 Profit & Loss Accrual Basis July 2019 through February 2020 Jul '19 - Feb 20 Payroll Expenses - Other -0.12 Total Payroll Expenses 83,947.98 6260 • Postage and Delivery 25.00 6260 • Printing and Reproduction 724.25 Professional Fees 6271 • Accounting 125.00 Total Professional Fees 125.00 Program Expense 6282 • Fees 4,230.64 6283 • Project subcontractors 23,306.50 6286 • Overrun 154.37 Total Program Expense 27,691.51 6290• Rent 8,400.00 Repairs and Maintenance 6320 • Computer Repairs 300.00 Total Repairs and Maintenance 300.00 Supplies 6420 • Field Supplies 2,759.80 6440 • Office Supplies 3,129.90 Total Supplies 5,889.70 Taxes 6610 • Property Taxes 1,799.29 6620 • Tax - State Excise 1,865.47 Total Taxes 3,664.76 Telephone/Communications 6660 • Mobile phone 824.32 6620 • Telephone - Local 1,152.50 6630 • Telephone - Long Distance 183.35 Total Telephone/Communications 2,160.17 Travel & Ent 6720 • Meals 138.60 Total Travel & Ent 138.60 Utilities 6810 • Gas and Electric -169.07 Utilities - Other 137.33 Total Utilities -31.74 Total Expense 173,315.35 Net Ordinary Income 76.13 Net Income 76.13 Page 2 11:32 AM Northwest Watershed Institute 03/26/20 Balance Sheet Accrual Basis As of February 29, 2020 Feb 29, 20 ASSETS Current Assets Checking/Savings 1020 • Checking - Kitsap 4,559.04 Total Checking/Savings 4,559.04 Accounts Receivable 1200 • Accounts Receivable 4,099.87 Total Accounts Receivable 4,099.87 Other Current Assets 1260 • Prepaid Insurance 2,963.00 1300 • Employee advance 78.96 Total Other Current Assets 3,041.96 Total Current Assets 11,700.87 Fixed Assets 1664 • Trailers 4,000.00 1612 • Vehicle - Ford pickup 4,150.00 1630 • Kubota Tractor 16,709.10 1610 • Office equipment 7,666.35 1620 • Vehicle - Toyota pickup 3,007.00 Property 844,298.39 1690 • Accumulated Depreciation -33,214.00 Total Fixed Assets 846,616.84 Other Assets 1606 • Jeffco DCD - Bond Reinertsen 4,388.40 Total Other Assets 4,388.40 TOTAL ASSETS 862,706.11 LIABILITIES & EQUITY Liabilities Current Liabilities Accounts Payable 2000 • Accounts Payable 1,278.98 Total Accounts Payable 1,278.98 Other Current Liabilities 2100 • Payroll Liabilities 5,069.25 2260 • Rental Security Deposit 1,400.00 Total Other Current Liabilities 6,469.25 Total Current Liabilities 7,748.23 Long Term Liabilities 2603 • Land loan - Freeman (2018) 60,000.00 2602 • Land loan - Crosby 60,000.00 2601 • Land loan - Kittredge 100,000.00 Total Long Term Liabilities 220,000.00 Total Liabilities 227,748.23 Page 1 11:32 AM Northwest Watershed Institute 03/26/20 Balance Sheet Accrual Basis As of February 29, 2020 Feb 29, 20 Equity 1110 • Retained Earnings 634,881.75 Net Income 76.13 Total Equity 634,957.88 TOTAL LIABILITIES & EQUITY 8629706.11 Page 2 11:23 AM Northwest Watershed Institute 03/26/20 A/R Aging Summary As of February 29, 2020 Current 1 - 30 31 - 60 61 - 90 > 90 TOTAL ADMIN-001 0.00 0.00 0.00 0.00 0.00 0.00 COAS-001 0.00 4,099.87 0.00 0.00 0.00 4,099.87 TOTAL 0.00 4,099.87 0.00 0.00 0.00 4,099.87 Page 1 JEFFERSON LAND TRUST ORGANIZATIONAL CHART ➢ BOARD OF DIRECTORS ➢ RICHARD TUCKER, Executive Director ➢ SARAH SPAETH- Director of Conservation and Strategic Partnerships ➢ ERIK KINGFISHER- Stewardship Director CARRIE CLENDANIEL- Preserve Manager ➢ KATE GODMAN- Director of Philanthropy SARAH ZABLOCKI-XLING- Development Manager REBEKAH KORENOWSKY- Engagement Coordinator ➢ STEPHANIE WIEGAND- Communications Manager ➢ PAULA McNEES- Finance and Administrative Assistant ➢ BLAISE SULLIVAN- Conservation Assistant (Matrixed to Conservation and Stewardship) "ritot._ l T t�A D TRUST Jefferson Land Trust Board of Directors Robin Fitch, PhD Board President Environmental Scientist CAPT, US Navy reserve, retired US Navy civilian, retired Nan Evans Vice President City of Port Townsend Planning Commission The Nature Conservancy, retired Marcia Schwendiman Treasurer Health policy analyst, retired Sherry Moller Secretary Plan Manager Washington FAIR Plan Brian Rogers Chancellor of University of Alaska Fairbanks, retired System's Finance Vice President, retired Rick York Botanist and Biologist, retired 2020 Barry Mitzman Reporter, retired Strategic communications director, retired Craig Britton General Manager for Midpeninsula Regional Open Space District, retired Historic Preservation Committee, City of Port Townsend Lucas Hart Executive Director Northwest Straits Commission Kellie Henwood Regional Small Farms Coordinator Washington State University Extension Tom Sanford Executive Director North Olympic Land Trust Marilyn Schowalter Attorney, retired Jefferson Land Trust CONSERVATION FUTURES 2020 RESOLUTION March 17, 2020 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 Ruby Ranch is indicated as priority agricultural and habitat land in several local and regional plans, and the landowner is eager to complete the project, and we have matching funds from the US Navy through the Readiness and Environmental Protection Integration (KEPI) Program, and WHEREAS, approximately 60 acres of agricultural land on Ruby Ranch will be protected for prime agricultural soils and riparian habitat of Chimacum Creek by an agricultural conservation easement and a REPI easement, and WHEREAS Jefferson County Conservation Futures awarded funding for this project in 2018, and Jefferson Land Trust is seeking additional funds in 2020 as the appraised value of the easement was significantly higher than estimated, and WHEREAS, this important community asset will require stewardship in perpetuity, to include annual monitoring, maintenance, and management, AND WHEREAS, the Quilcene Headwaters to Bay project is indicated as priority forest and habitat land in several local and regional plans, and significant project funding is likely from the US Navy and the landowner is eager to complete the project, and WHEREAS, approximately 80 acres of upland forest, Jakeway Creek headwaters, riparian habitat and lowland pasture will be protected for water quality, sustainable timber harvest, agricultural uses and wildlife habitat in the Quilcene Bay area, and WHEREAS, Jefferson Land Trust has been working for over a decade in partnership with Jefferson County Conservation District, the Hood Canal Salmon Enhancement Group and private landowners to preserve the watersheds of Quilcene Bay, and WHEREAS Jefferson County Conservation Futures awarded funding for this project in 2019, and Jefferson Land Trust is seeking additional funds in 2020 as the estimated appraised value has increased and all the requested funds were not originally awarded, 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 2001 in partnership with Jefferson County Conservation District, Jefferson County, Washington Department of Fish and Wildlife, North Olympic Salmon Coalition, the Hood Canal Coordinating Council, the Jamestown S'Klallam Tribe and WSU Cooperative Extension to acquire and restore critical salmon spawning, rearing and migratory habitat in the Salmon/Snow Creek riparian area and estuary, and Jefferson Land Trust Page 1 of 2 WHEREAS, these professional naturalists and scientists have recommended that Snow Creek habitat protection be expanded to provide further benefits for migrating salmonids and other species, and WHEREAS, Jefferson Land Trust acquired the Irvin property with Jefferson County Conservation Futures Funds and Salmon Recovery Funding Board funds awarded in 2014 and established the Upper Snow Creek Forest Preserve, and WHEREAS, encroachment on the Upper Snow Creek Forest Preserve is taking place and Jefferson Land Trust is applying for Operation and Maintenance Funds for fencing that is needed to prevent degradation to the conservation values of the Preserve, AND WHEREAS, Jefferson Land Trust has been working since 2004 in partnership with Northwest Watershed Institute to acquire and restore critical forested watershed, riparian, estuarine and nearshore habitat in the Tarboo Creek/Dabob Bay watershed area, and WHEREAS, purchase of a conservation easement at below fair market value on the 30-acre Arlandia property owned by David and Ruthe Rugh by Jefferson Land Trust would protect in perpetuity critical forested watershed habitat from subdivision and further development, and will contribute to the larger Tarboo Creek/Dabob Bay protection efforts, 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 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 historic Hannan 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 we have potential matching funds from Washington State WWRP Farmland Preservation grant and the US Navy through the REPI program, and WHEREAS, 115 acres of prime agricultural land on the Hannan Farm will be protected for prime agricultural soils, riparian habitat of Chimacum Creek and agriculturally zoned acreage by an agricultural conservation easement and REPI easement that will restrict future residential development and subdivision, 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 with Jefferson County, The Hood Canal Coordinating Council, The Trust for Public Land, the Hood Canal Salmon Enhancement Group and the US Navy to acquire, preserve and restore critical salmon spawning, rearing and migratory habitat on the Duckabush River mainstem, and WHEREAS, Jefferson Land Trust acquired the Duckabush Berntsen property in 2013 with funds provided by the Salmon Recovery Funding Board and Jefferson County Conservation Futures program and established the Duckabush Oxbow and Wetlands Preserve, and WHEREAS, Jefferson Land Trust is applying for Operation and Maintenance Funds for noxious weed control and ongoing monitoring to prevent degradation to the conservation values of the Preserve, AND Jefferson Land Trust Page 2 of 2 WHEREAS, Jefferson Land Trust has been working since 2000 in partnership with Jefferson County Conservation District, Jefferson County, Washington Department of Fish and Wildlife. North Olympic Salmon Coalition, The Hood Canal Coordinating Council, The Jamestown S'Klallam Tribe and WSU Cooperative Extension to acquire and restore critical Salmon spawning, rearing and migratory habitat in the Chimacum Estuary and lower mainstem reach, and WHEREAS, Jefferson Land Trust acquired the 5-acre Illahee Preserve property located on the lower mainstem of Chimacum Creek in 2012 with funding from the Jefferson County Conservation Futures program and the State Salmon Recovery Funding Board, and WHEREAS, Jefferson Land Trust is applying for Operation and Maintenance Funds for noxious weed control and ongoing monitoring to prevent degradation to the conservation values of the Preserve, THEREFORE BE IT HEREBY RESOLVED that Jefferson Land Trust agreed at its March 17, 2020 Board of Directors meeting to sponsor seven applications to the Jefferson County Conservation Futures Program. The Board agreed that the highest priority is funding for the acquisition of a conservation easement on the — 60 acre Ruby Ranch property located in Beaver Valley due to the prime agricultural soils, salmon habitat and other wildlife corridor habitat provided by the east fork of Chimacum Creek; open space views provide from Beaver Valley Rd., a designated Washington State Scenic Byway; landowner willingness and match from the US Navy REPI program. The Board agreed that Quilcene Headwaters to Bay is the second highest project priority for 2020 Conservation Futures funding for purchase of an easement on the —80-acre property located on Jakeway Road at the head of Quilcene Bay, due to the opportunity to preserve the Jakeway watershed Forest, Farm and Fish conservation values, landowner willingness, available match and proximity to adjacent preserved lands. The third highest priority is funding for Operation and Maintenance of parcels in the Upper Snow Creek Forest Preserve. The fourth highest priority is funding for the acquisition of a conservation easement on the — 30 acre Arlandia property to support the Rughs in preserving critical watershed and riparian habitat in the Tarboo Creek project area. The fifth highest priority is funding for the acquisition of a conservation easement on the 115-acre Hannan Farm due to the prime agricultural soils, salmon habitat and other wildlife corridor habitat provided by the main fork of Chimacum Creek; open space views provide from West Valley and Egg and I Roads, landowner willingness, potential match from the State Farmland Preservation Program, and match from the US Navy REPI program. The sixth highest priority is funding for Operations and Maintenance on the Duckabush Oxbow and Wetlands Preserve. The seventh highest priority is funding for Operations and Maintenance on the Chimacum Creek Illahee Preserve. Signed this 1 2 of March 2020. Sarah Spaeth Director, Conservation and Strategic Partnerships Authorized by Board of Directors at their March 17, 2020 meeting Jefferson Land Trust Jefferson Land Trust Page 3 of 2 Jefferson Land Trust Page 4 of 2 INTERNAL REVENUE SERVICE DISTRICT DIRECTOR 2 CUPANIA CIRCLE•- MONTEREY PARK, CA 91755-7406 Date: MAY 0 3 1994 JEFFERSON LANs TRUST CIO DOUG MASON PRES PO BOX 1610 PORT TOWNSEND, WA 98368-0109 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 91-1465078 Case Number: 954109002 Contact Person: TYRONE THOMAS Contact Telephone Number: (213) 894-2289 Our Fetter Dated: May 08, 1990 Addendum Applies: No This modifies our letter of the above date in which we stated that you would he 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) is 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 2.70(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) status, 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 shownabove. sincerely yours, } / r4s ter Richard R. Orosco District Director Letter 1050 (DO/CG) JEFFERSON LAND TRUST 2020 OPERATING BUDGET INCOME Restricted Capital Funds, Grant Funds from Gov'I and Private Sources Operations Income Annual Contributions Special Events Fee for Services Investment Income Other / Release from Restriction TOTAL INCOME EXPENSE Program Expenses Advertising, Facility Rental, Food, Travel, Postage, Supplies, Printing Acquisition and Conveyance Acquisition and closing expenses, due diligence expenses, recording fees Land/Easement Holding Expenses Professional Services Appraisals, environmental assessments, legal, surveys, financial management, land consulting Administrative Expenses Accounting, equipment, postage, shipping, rent, communications, utilities Training Payroll TOTALEXPENSE NET INCOME 2020 $425,996 $386,260 $170,000 $115,000 $35,550.00 $115,150 $1,247,956 $100,155 $39,776 $65,200 $236,550 $133,652 $8,200 $648,231 $1,232,000 $15,956 JEFFERSON LAND TRUST AND SUBSIDIARY Consolidated Financial Statements For the Years Ended December 31, 2018 and 2017 Aiken 0 Osanders, Inc PS CERTIFIED PUBLIC ACCOUNTANTS & MANAGEMENT CONSULTANTS TABLE OF CONTENTS IndependentAuditor's Report .......................................................................................................... 1 Consolidated Financial Statements: Consolidated Statement of Financial Position...................................................................... 3 Consolidated Statement of Activities and Changes in Net Assets-2018 .............................. 5 Consolidated Statement of Activities and Changes in Net Assets-2017 .............................. 6 Consolidated Statement of Functional Expenses-2018......................................................... 7 Consolidated Statement of Functional Expenses-2017......................................................... 8 Consolidated Statement of Cash Flows................................................................................ 9 Notes to the Consolidated Financial Statements................................................................... 11 A ken _�%ngtanders, CERTIFIED PUBLIC ACCOUNTANTS A CONSULTANTS To the Board of Directors Jefferson Land Trust & Subsidiary Port Townsend, WA Inc PS 343 West Wiftah Shwk Aherdae%%sNrMftn 98520-61M Telephone M 533-3370 Fax+M !02-7123 aikanandsonderWhiken-sands rs. onm Independent Auditor's Report Report on the Financial Statements We have audited the accompanying consolidated financial statements of Jefferson Land Trust and Subsidiary (collectively, JLT, a nonprofit organization), which comprise the consolidated statement of financial position as of December 31, 2018 and 2017, and the related consolidated statements of activities and changes in net assets, functional expenses, and cash flows for the years then ended, and the related notes to the consolidated 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 audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audits 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. MEMBER AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS AND WASHINGTON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the JLT as of December 31, 2018 and 2017, and changes in net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Aiken & Sanders, Inc., PS Certified Public Accountants & Management Consultants November 19, 2019 2 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Financial Position As of December 31, 2018 and December 31, 2017 Assets Current Assets: Cash and cash equivalents Accounts receivable Current pledges receivable Note receivable -current portion Prepaid expenses Total Current Assets Land and Conservation Easements: Habitat land Working land Open space land Conservation easements Total Land and Conservation Easements Fixed Assets: Furniture, equipment, and improvements Less: Accumulated depreciation Fixed assets, net Other Assets: Long term pledges receivable Long term note receivable Land hold fee -net Investments Total Other Assets Total Assets 2018 2017 $ 347,504 $ 299,640 10,497 15,725 31,358 83,077 4,827 4,604 5,619 9,179 399,805 412,225 5,194,681 97,728 332,761 60 5,625,230 87,009 (52,562 34,447 25,352 49,308 41,655 737,164 853,479 2,707, 547 97,728 332,761 58 3,138,094 87,009 (44,182) 42,827 37,252 53,893 49,998 802,011 943,154 $ 6,912,961 $ 4,536,300 The accompanying notes are an integral part of these financial statements 3 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Financial Position As of December 31, 2018 and December 31, 2017 Liabilities & Net Assets Current Liabilities: Accounts payable Accrued liabilities and deferred revenue Total Current Liabilities Long -Term Liabilities: Note payable Total Liabilities Net Assets: Without donor restrictions Undesignated Board designated With donor restrictions Total Net Assets Total Liabilities & Net Assets 2018 2017 $ 2,785 $ 12,675 51,362 42,970 54.147 55.645 175,000 - 229,147 55,645 256,123 227,973 5,449,446 3,307,829 5,705,569 3,535,802 978,245 944,853 6,683,814 4,480,655 $ 6,912,961 $ 4,536,300 The accompanying notes are an integral part of these financial statements 4 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Activities and Changes in Net Assets For the Year Ended December 31, 2018 Without Donor With Donor Total Restrictions Restrictions 2018 Support and Revenues: Gifts and contributions Fair value of easement acquisitions Grants and contracts Special events income, net of expenses of $22,021 Net investment return Net assets released from restriction Total Support and Revenue Expenses: Program services Management and general Fundraising Total Expenses Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year $ 900,676 $ 185,556 $ 1,086,232 339,000 - 339,000 2,129,618 - 2,129,618 101,525 - 101,525 804 1,161 1,965 153,325 (153,325) - 3,624,948 33,392 3,658,340 1,103,736 - 1,103,736 186,857 - 186,857 164,588 - 164,588 1,455,181 - 1,455,181 2,169,767 33,392 2,203,159 3,535,802 944,853 4,480,655 $ 5,705,569 $ 978,245 $ 6,683,814 The accompanying notes are an integral part of these financial statements 5 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Activities and Changes in Net Assets For the Year Ended December 31, 2017 Without Donor With Donor Total Restrictions Restrictions 2017 Support and Revenues: Gifts and contributions Fair value of easement acquisitions Grants and contracts Special events income, net of expenses of $21,049 Net investment return Net assets released from restriction Total Support and Revenue Expenses: Program services Management and general Fundraising Total Expenses Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year $ 317,620 91,898 325,419 $ 450,344 91,898 325,419 144,350 - 144,350 54,762 521 55,283 322,734 (322,734) - 1,256,783 (189,489) 1,067,294 $ 132,724 832,630 - 832,630 148,454 - 148,454 150,904 - 150,904 1,131,988 - 1,131,988 124,795 (189,489) (64,694) 3,411,007 1,134,342 4,545,349 $ 3,535,802 $ 944,853 $ 4,480,655 The accompanying notes are an integral part of these financial statements 6 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Functional Expenses For the Year Ended December 31, 2018 Salaries Payroll taxes Employee benefits Value of conservation easements written down Professional fees Land and stewardship expenses Rent Public awareness Dues and subscriptions Insurance Postage and printing Other Travel and seminars Office supplies Telephone Depreciation and amortization Utilities Web design and maintenance Bank fees Total Expenses Management Fund- Total Program and General Raising 2018 S 225,196 S 92,040 S 100,590 S 417,826 23,055 9,423 10,298 42,776 74,696 30,529 33,365 138,590 468,998 - - 468,998 116,113 16,000 1,791 133,904 128,243 - - 128,243 24,102 3,012 310 27,424 5,018 1,830 4,596 11,444 2,109 3,094 175 5,378 14,476 1,974 - 16,450 3,857 946 6,759 11,562 2,075 (4,254) 1,628 (551) 4,773 11,685 564 17,022 1,527 11,603 3,070 16,200 4,706 770 335 5,811 1,800 6,580 - 8,380 1,834 131 - 1,965 1,049 - 1,049 2,098 109 1,494 58 1,661 S 1,103,736 S 186,857 S 164,588 S 1,455,181 The accompanying notes are an integral part of these financial statements. 7 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Functional Expenses For the Year Ended December 31, 2017 Salaries Payroll taxes Employee benefits Value of conservation easements written down Professional fees Land and stewardship expenses Rent Public awareness Dues and subscriptions Insurance Postage and printing Other Travel and seminars Office supplies Telephone Depreciation and amortization Utilities Web design and maintenance Bank fees Total Expenses Management Fund- Total Program and General Raising 2017 S 318,227 S 54,159 S 107,875 S 480,261 33,845 4,343 1,497 39,685 59,378 7,619 2,627 69,624 147,062 - - 147,062 132,206 64,331 15,657 212,194 62,612 - - 62,612 16,269 4,130 6,775 27,174 6,137 30 - 6,167 4,485 1,245 1,779 7,509 11,548 1,654 2,364 15,566 12,813 55 1,299 14,167 3,356 139 5,481 8,976 12,466 1,611 1,315 15,392 5,249 949 1,570 7,768 3,302 917 1,310 5,529 1,800 6,580 - 8,380 862 239 342 1,443 1,013 - 1,013 2,026 - 453 - 453 S 832,630 S 148,454 S 150,904 S 1,131,988 The accompanying notes are an integral part of these financial statements 8 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Cash Flows For the Years Ended December 31, 2018 and December 31, 2017 Cash flows from operating activities: Cash received from grantors, donors and customers Cash paid to suppliers and employees Cash received from interest Net cash provided (used) by operating activities Cash flows from investing activities: Cash paid for investments Cash received from investments Proceeds from notes receivable Cash paid for land Net cash provided (used) by investing activities Cash flows from financing activities: Cash received from loans Net cash provided (used) by financing activities Net increase (decrease) in cash & cash equivalents Cash & cash equivalents at beginning of year Cash & cash equivalents at end of year 2018 2017 $ 3,105,763 $ 1,032,323 (1,107,752) (1,071,358) 6,253 12,011 2,004,264 (27,024) (58,245) (174,680) 117,619 155,000 4,362 4,380 (2,195,136) (119,639) (2,131,400) (134,939) 175,000 - 175,000 - 47,864 (161,963) 299.640 461.603 $ 347,504 $ 299,640 The accompanying notes are an integral part of these financial statements 9 Jefferson Land Trust and Subsidiary A Washington Not For Profit Organization Consolidated Statement of Cash Flows For the Years Ended December 31, 2018 and December 31, 2017 2018 2017 Reconciliation of increase (decrease) in net assets to net cash provided (used) by operating activities: Increase (decrease) in net assets: $ 2,203,159 $ (64,694) Adjustments: Depreciation and amortization 8,380 8,380 Land hold fee amortization (adjustment) 8,331 8,331 Realized and unrealized losses (gains) on investments 5,485 (31,994) Donated land (292,000) (54,300) Changes in assets and liabilities: (Increase) decrease in accounts receivable 5,228 17,598 (Increase) decrease in pledges receivable 63,619 85,115 (Increase) decrease in prepaid expense 3,560 3,431 Increase (decrease) in accounts payable (9,890) 6,629 Increase (decrease) in accrued expenses and deferred revenue 8,392 (5,520) Net cash provided (used) by operating activities $ 2,004,264 $ (27,024) The accompanying notes are an integral part of these financial statements 10 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 A. ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES: Oreanization-- Jefferson Land Trust (The Land Trust) is a Washington not -for -profit 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 State. 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— JLT follows accounting prescribed by the Financial Accounting Standards Board in its Accounting Standards Codification (ASC) 958 Not -for Profit Entities. Under ASC 958, JLT is required to report information regarding its financial position and activities according to two classes of net assets: with donor restrictions, and without donor restrictions. With Donor Restrictions: Net assets that result from contributions whose use by JLT is restricted by donor imposed stipulations that may expire with the passage of time or can be fulfilled or otherwise removed by actions of JLT. Without Donor Restrictions: Net assets that are not restricted by donor stipulation. Gifts of goods and equipment are reported as without donor restrictions unless explicit donor stipulations specify how the donated assets must be used. Property and Fixed Assets -- Improvements, 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 expense 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. 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: 11 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 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. One easement with a value of $280,000 and a portion of an easement with a value of $59,000 were donated to JLT during 2018 and portion of an easement with a value of $44,416 was donated to JLT during 2017.Accordingly, $339,000 and $44,416 of contribution revenue and $339,000 and $44,416 of related write down expense have been reported on the consolidated statements of activities for the years ended December 31, 2018 and 2017, respectively. 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. Accordingly, actual results could differ from those estimates. Expense Allocation -- The costs of providing various programs and other activities have been summarized on a functional basis in the consolidated statement of functional expense. Program expenses represent expenses incurred to fulfill JLT's exempt purposes. Management and general expenses support that exempt purpose while fundraising expenses are incurred to raise resources to carry out program activities. Expenses are recorded, when appropriate, to the function receiving direct benefit. When expenses benefit more than one function, an allocation is made based on relative benefits provided to each function. Cash and Cash Equivalents -- For reporting purposes, JLT considers all unrestricted highly liquid investments with a purchased maturity of three months or less to be cash and cash equivalents. Concentrations-- JLT maintains its cash in bank deposit accounts with three financial institutions. JLT's cash balances may, at times, exceed federally insured limits. At December 31, 2018, three donor's pledge represented approximately 67% of pledges receivable. 12 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 At December 31, 2017, two donor's pledges represented approximately 53% of pledges receivable, and the total of all pledges from board members represented approximately 30% of pledges receivable. Investments— Investments in marketable securities with readily determinable fair values are valued at their fair values in the consolidated statement of financial position. 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 assts. 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. 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 5 0 1 (c)(3). Contributions to JLT are deductible as allowed under IRC Section 170(b)(I)(A)(vi). During the year ended December 31, 2012, the Land Trust elected the provisions of Section 501(h), relating to expenditures to influence legislation. Contributions -- Contributions are recognized when received or when a donor makes an unconditional promise to give to JLT. Contributions that are restricted by the donor are reported as increases in net assets without donor restrictions if the restrictions expire in the year in which the contributions are recognized. All other donor restricted contributions are reported as increases in net assets with donor restrictions. When a restriction expires, net assets with donor restrictions are reclassified to net assets without donor restrictions. Unconditional promises to give (pledges receivable) are recognized as revenues in the period the pledge is received. Long term pledges (collection expected in greater than one year) are discounted to the net present value of future cash flows. Conditional promises to give are recognized only when the conditions on which they depend are substantially met and the promise becomes unconditional. Subsequent Events-- JLT has evaluated subsequent events through November 19, 2019, the date on which the consolidated financial statements were available to be issued. B. NEW ACCOUNTING PRONOUNCEMENT: On August 18, 2016, the FASB issued ASU 2016-14, Not -for- Profit Entities (Topic 958)—Presentation of Financial Statements of Not -for -Profit Entities. JLT has adjusted the presentation of its financial statements accordingly, applying the changes retrospectively to 2017. The new standards change the following aspects of JLT's financial statements: • The temporarily restricted and permanently restricted net asset classes have been combined into a single net asset class called net assets with donor restrictions. 13 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 • The unrestricted net asset class has been renamed net assets without donor restrictions. • The financial statements include a new disclosure about liquidity and availability of resources. The changes have the following effect on net assets at December 31, 2017: Net Asset Classes: Unrestricted net assets $ Temporarily restricted net assets Permanently restricted net assets Without donor restrictions With donor restrictions Total: C. NET ASSETS COMPOSITION: As Originally After Adoption of Presented ASU 2016-14 3,535,802 $ - 879,669 - 65,184 - - 3,535,802 944,853 $ 4,480,655 $ 4,480,655 JLT's net assets with donor restrictions consisted of the following at December 31, 2018 and 2017: 2018 2017 Purpose Restriction: For stewardship of Bullis Forest Preserve $ 76,126 $ 79,772 Fite 54,999 - Anonymous Agricultural Foundation Grant - 9,850 Stewardship funding 635,711 591,660 Cross Foundation - 53,503 Gateway/Shorts Forest Campaign 60,463 - Education Outreach Fund 5,290 5,290 Other program restrictions 22,601 11,266 855,190 751,341 Time Restriction: Outstanding pledges 56,710 128,328 Permanent Restriction Endowment Fund 66,345 65,184 Total Net Assets With Donor Restrictions $ 978,245 $ 944,853 14 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 Net assets without donor restrictions consisted of the following at December 31, 2018 and 2017: Designated: Quimper Wildlife Corridor Chimacum Creek Duckabush Riparian Forest Donovan Creek Duckabush Wetlands & Oxbow Bulls Forest Preserve Upper Snow Creek Forest Snow Creek Uncas Preserve Chimacum Commons Snow Creek Estuary Silver Reach Gateway Kilham Corner Fite & Fissler Valley View Discovery Bay Stewardship Fund CP Operations Reserve Operations Reserve Conservation easements Total Designated Undesignated Total Net Assets Without Donor Restrictions: 2018 2017 432,420 388,347 492,800 270,000 530,000 125,240 340,000 260,000 90,850 86,000 125,000 85,000 38,930 182,226 1,710,000 176,358 59,245 9,622 47,348 60 5,449,446 256,123 415,869 388,347 492,800 270,000 530,000 125,240 340,000 150,000 90,850 86,000 125,000 85,000 38,930 66,236 17,785 85,714 58 3,307,829 227,973 $ 5,705,569 $ 3,535,802 Net assets of $75,268 and $77,289, respectively, were released from donor restrictions by incurring expenses satisfying the purpose restriction specified by the donor, and net assets of $78,057 and $245,445, respectively, were released due to the expiration of time restrictions for the years ended December 31, 2018 and 2017. D. PROMISSORY NOTE: JLT is subject to a promissory note dated December 27, 2018, in connection with the acquisition of the Mraz Discovery Bay parcel. The note is secured by the acquired land. The original note balance of $175,000 bears interest at a rate of 2% per year. The note requires a balloon payment of principal plus accrued interest on June 28, 2021. 15 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 E. ENDOWMENTS: The JLT endowment consists of one fund established to support general operations. As required by U.S. GAAP, net asset associated with endowment funds are classified and reported based on the existence or absence of donor - imposed restrictions. Nature of Endowments and Interpretation of Relevant Laws- 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, JLT classifies as nets assets with donor restrictions (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. The remaining portion of the donor -restricted endowment fund that is not classified in net assets with permanent donor restrictions is classified as net assets with donor restrictions until those amounts are appropriated for expenditure by JLT in a manner consistent with the standard of prudence prescribed by PMIFA. However, JLT 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, JLT adds all amounts earned to the permanently restricted balance. In accordance with PMIFA, JLT considers the following factors in making a determination to appropriate or accumulate donor -restricted endowment funds, (1) the duration and preservation of the various funds, (2) the purposes of the donor -restricted endowment funds, (3) general economic conditions, (4) the possible effect of inflation and deflation, (5) the expected total return from income and the appreciation of investments, (6) other resources of JLT, and (7) JLT's investment policies. Endowment net assets, all permanently restricted, totaled $66,345 and $65,184, respectively, at December 31, 2018 and 2017. Changes in endowment net assets for the year ended December 31, 2018 are as follows: Endowment Net Assets 1/1/2018 Contributions Investment Income Net Appreciation (Depreciation) Endowment Net Assets 12/31/18 Temporary Permanent Donor Restrictions Donor Restrictions - $ 65,184 $ Total 65,184 1,161 $ 66,345 $ 66,345 16 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 Changes in endowment net assets for the year ended December 31, 2017 are as follows: Endowment Net Assets 1/1/2017 Contributions Investment Income Net Appreciation (Depreciation) Temporary Donor Restrictions Permanent Donor Restrictions 61,901 - 2,762 - 521 Total 61,901 2,762 521 Endowment Net Assets 12/31/17 $ - $ 65,184 $ 65,184 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 net assets with donor restrictions. There were no such deficiencies as of December 31, 2018 or 2017. 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. Strategies Employed for Achieving Objectives- To satisfy its long-term rate -of -return objective, 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 shall 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 which ended in December of 2014, 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. 17 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 F. 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. Historically, bad debts have been immaterial. During 2018 and 2017, there were bad debts of $0 and $8,020, respectively. As of December 31, 2018, management estimated that all accounts receivable were collectible. JLT had no material amounts past due at December 31, 2018. G. PLEDGES RECEIVABLE: JLT received promises to give from a number of donors in years prior to 2018. JLT has provided an allowance for uncollectible amounts based on its assessment of the current status of individual pledges and has discounted pledges to current value using a rate of .15%. Pledges receivable at December 31, 2018 are to be received as follows: Less than one year $ 35,058 Two to five years 25,681 Thereafter 60,739 Less discount to present value (329) Less allowance for uncollectible (3,700) $ 56,710 JLT has implemented a new development strategy that will result in a significant reduction of pledge receivables over the next 5 years. This planned reduction is in response to several changes in JLT's constituency — an increase in foundation grants, an increase in an operating reserve that will provide emergency working cash equivalent to 6 months of operational expenses, and a desire by our donors to not request commitments that are relatively inflexible. H. 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. A promissory noted was received 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%. Future expected amounts to be received at December 31, 2018 are as follows: Ilm Jefferson Land Trust and Subsidiary 2019 2020 2021 2022 2023 Thereafter Notes to Consolidated Financial Statements December 31, 2018 and 2017 4,827 5,074 5,334 5,607 5,894 27,399 $ 54,135 L FURNITURE, EQUIPMENT, AND IMPROVEMENTS: Furniture, Equipment, and Improvements consist of the following at December 31, 2018 and 2017: 2018 Furniture & Equipment, and Software $ 57,157 Accumulated Depreciation and Amortization (40,621) 16,536 Leasehold Improvements 29,852 Accumulated Depreciation (11,941) 17,911 Fixed Assets -Net $ 34,447 2017 $ 57,157 (35,226) 21,931 29,852 (8,956) 20,896 $ 42,827 Accumulated Depreciation and Amortization was $44,182 and $35,801 at December 31, 2018 and 2017, respectively. J. ECONOMIC DEPENDENCY: For 2018 and 2017, grant funding was primarily provided by the State of Washington Recreation and Conservation Office and Jefferson County. A reduction in this level of support, if it were to occur, could have a significant impact on JLT's operations. K. RETIREMENT PLAN: JLT maintains a Simplified Employee Pension — Individual Retirement Accounts Contribution Benefit Plan ("the Plan"). Eligible employees may join the Plan after one year of service. There were employer contributions of $13,166 and $12,217, respectively, for 2018 or 2017. 19 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 L. LAND AND CONSERVATION EASEMENTS: Land and conservation easements at December 31 are summarized as follows: 2018 2017 Quimper Wildlife Corridor $ 435,418 $ 418,867 Chimacum Creek 385,348 385,348 Duckabush Riparian Forest 492,800 492,800 Donovan Creek 205,000 205,000 Duckabush Wetlands & Oxbow 530,000 530,000 Bulis Forest Preserve 125,240 125,240 Upper Snow Creek Forest 340,000 340,000 Snow Creek Uncas Preserve 325,000 215,000 Chimacum Commons 90,850 90,850 Snow Creek Estuary 86,000 86,000 Silver Reach 125,000 125,000 Gateway 85,000 85,000 Kilham Corner 38,930 38,930 Valley View 2,002,000 - Discovery Bay 283,583 - Fissler 75,000 - Conservation easements 60 58 Total Unrestricted Net Assets $ 5,625,230 $ 3,138,094 M. LEASE AGREEMENTS: On June 21, 2012, JLT entered into an operating lease as lessee for its administrative office in Port Townsend, Washington. The lease expired in June of 2014 and is now on a month to month basis. The agreement calls for monthly payments of $1,563 plus utilities. JLT also rents a storage unit on a month to month basis. Rent expense totaled $25,099 and $24,919 for the years ended December 31, 2018 and 2017, respectively. N. INCOME TAX & UNCERTAIN TAX POSITIONS: Jefferson Land Trust and JLT Resources, LLC (a disregarded entity) are tax exempt non-profit organizations under the Internal Revenue Code Section 501(c)(3) and are not classified as a private foundation. Accordingly, the financial statements do not include any provision for income taxes. JLT files income tax returns in the U.S. federal jurisdiction. The Trust is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2015. Currently, there is no examination or pending examination with the Internal Revenue Service (IRS) or any other state or federal taxing authorities. 20 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 JLT adopted the provisions of FASB ASC 740-10, Accounting for Uncertainty in Income Taxes, on January 1, 2009. As of December 31, 2018, there are no tax positions for which the deductibility is certain but for which there is uncertainty regarding the timing of such deductibility. O. INVESTMENTS AND FAIR VALUE MEASUREMENTS: JLT follows U.S. GAAP which establishes a framework for measuring fair value. That framework provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 Measurements) and the lowest priority to unobservable inputs (Level 3 Measurements). The three levels of the fair value hierarchy under ASC 958 are described as follows: Level 1: Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in active markets that the Trust has the ability to access. Level 2: Inputs to valuation methodology include: Quoted prices for similar assets or liabilities in active markets. Quoted prices for identical or similar assets or liabilities in inactive markets. Inputs other than quoted prices that are observable for the asset or liability. Inputs that are principally from or corroborated by observable market data by correlation or other means. Level 3: Inputs to the valuation methodology are unobservable and significant to the fair value measurement. The asset or liability's fair value measurement level within the fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs. 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, 2018. Stocks: Valued at quoted market prices in active markets for identical assets. Mutual Funds: Valued at quoted market prices in active markets, which represent the net asset value (NAV) of shares held by the JLT at year end. Certificates of Deposit: Valued at original investment plus received and accrued interest. The preceding methods described may produce a fair value calculation that may not be indicative of net realizable value or reflective of future fair values. Furthermore, although the Trust believes its valuation methods are appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date. 21 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 The following table sets forth by level, within the fair value hierarchy, JLT's assets at fair value as of December 31, 2018: Assets at Fair Value as of December 31, 2018 Level Level Level Total Mutual funds $ 546,529 $ - $ - $ 546,529 Total Assets at Fair Value: $ 546,529 $ - $ - $ 546,529 Certificates of deposit, held at cost plus accrued interest 190,635 Total Investments $ 737,164 The following table sets forth by level, within the fair value hierarchy, JLT's assets at fair value as of December 31, 2017: Assets at Fair Value as of December 31, 2017 Level Level Level Total Mutual funds $ 552,237 $ - $ - $ 552,237 Total Assets at Fair Value: $ 552,237 $ - $ - $ 552,237 Certificates of deposit, held at cost plus accrued interest 249,774 Total Investments $ 802,011 Investment return for the years ended December 31 consisted of the following: Interest income Realized/unrealized (loss) gain Total 2018 2017 $ 6,253 $ 12,011 (4,288) 43,272 $ 1,965 $ 55,283 22 Jefferson Land Trust and Subsidiary Notes to Consolidated Financial Statements December 31, 2018 and 2017 P. LAND PURCHASE AND HOLD FEE: JLT signed a purchase and sale agreement with a third parry during 2015 for the purchase of approximately 850 acres of forest land in Jefferson County. The terms of the agreement, dated March 17, 2015, required JLT to purchase the property for an amount not to exceed the appraised fair market value of the property. The terms of the agreement required the payment of a $100,000 non-refundable hold fee to the third parry to allow time for the purchase process to be completed and for JLT to raise the necessary funding to complete the purchase. The hold fee agreement was to expire on March 17, 2019. During 2016, JLT signed an amended agreement that resulted in the refund of $25,000 of the $100,000 hold fee and extended the agreement to nine year from the original five years, now expiring in 2023. JLT adjusted amortization of the hold fee to the new life of the agreement which resulted in an increase to the hold fee asset of $8,331 in 2016. Amortization expense of $8,331 was recognized during 2018 and 2017. Q. LIQUIDITY AND AVAILABILITY OF FINANCIAL ASSETS: JLT, although it expects to receive current support to fund operations for 2019 and later years, has $62,242 and $137,720 of financial assets available within one year of the statement of financial position dates on December 31, 2018 and 2017, respectively, to meet cash needs for general operating expenditures. JLT also has $116,216 and $167,735, of board designated assets as of December 31, 2018 and 2017, respectively, that can be reallocated for general expenditures if needed. Financial assets available within one year consist of the following: 2018 2017 Financial assets at year end $ 1,206,010 Donor restricted to purpose (952,892) Long term (74,660) Board designations (116,216) 1,296,202 (899,602) (91,145) (167,735) Financial assets available to meet cash needs within one year $ 62,242 $ 137,720 23