Annotated Outline of Standard Format Management Plan for Resource
Document Sample


Land Trust Standards and Practices 2004 Appendix 12C: Land Management
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This example can be used as a starting point to create a policy or other
document for your own land trust, but should be altered as necessary to
reflect your organization’s unique circumstances using guidance found in the
Land Trust Standards and Practices Guidebook text and corresponding
Standards and Practices Curriculum.
Please Note: If you are using this material for accreditation purposes, see
also the Land Trust Accreditation Commission Guidance Document
on Indicator Practice 12C. Land Management. To search for policies from
accredited land trusts, insert <<accredited>> along with the search term
(e.g., conflict interest policy accredited).
Annotated Outline of
Standard Format Management Plan
for Resource and Habitat Conservation Areas
Prepared for:
Prepared by:
Center for Natural Lands Management
425 E. Alvarado Street, Suite H
Fallbrook, CA 92029-2960
760.731.7790 phone
760.731.7791 fax
www.cnlm.org
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This material is designed to provide accurate, authoritative information in regard to the subject matter
covered. It is provided with the understanding that the Land Trust Alliance is not engaged in rendering legal,
accounting, or other professional counsel. If legal advice or other expert assistance is required, the services of
competent professionals should be sought.
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Center for Natural Lands Management
Executive Summary
I. Introduction
This section will include an overview of the need for an annotated standard format
management plan for the , including the goal for producing such a plan. The
proposed goal is to provide a comprehensive, cost-effective plan that states the
information, management and funding requirements necessary to ensure an ecologically
sustainable conservation area. It will provide background information about population
and development trends in the County and surrounding areas. In addition it will provide a
brief overview of general tenets of conservation biology for natural areas management. In
addition, it will cover the topics that should be addressed in the plan for a specific Reserve
or site, such as the reason for dedication and goals for management.
II. Background
A. History of Reserve
B. Surrounding Area Characteristics
This section would include a discussion of surrounding land uses, management
districts, easements, dedications, general plan zoning and mapping needs.
III. Related Programs in Local/Similar Habitats
A. Mitigation Programs/Habitat Conservation Plans
B. Conservation Programs and Regional Reserves
IV. Reserve Site Characteristics
This section will include a discussion of each topic listed below. Each of the following
would be addressed expressly within the Reserve, as well as for surrounding areas. This
section also provides a discussion of the type and scale of detailed maps needed for proper
management of a site.
A. Physical Characteristics, with emphasis on hydrology
B. Biological Characteristics
C. Ecosystem Processes
D. Physical Improvements, Previous Enhancement and Management History
E. Current Issues
F. Constraints to Management
V. Future Potential Growth of Reserve/Conservation Management Areas
This section addresses the Reserve’s potential growth or improvements as future
developments and/or conservation programs are completed. It also discusses potential
future threats or management problems.
VI. Management Goals and Objectives
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Center for Natural Lands Management
This section states the purpose for establishing a Reserve, goals to be achieved and general
strategies for achieving those goals.
A. Ecological Objectives
This section breaks down the overarching Reserve goal(s) into measurable
objectives to be determined by the purpose, characteristics and needs of the site.
This section emphasizes that ecological objectives are primary with respect to
programmatic objectives, and if necessary, will also prioritize among competing
ecological objectives. Both short and long-term strategies for achieving the
objectives are identified.
B. Programmatic Objectives
This section addresses other objectives to be achieved as appropriate, for example
interpretive programs, research programs, recreational programs, or cooperative
farming. Secondary uses that are particularly appropriate to natural areas in and
around include public access/passive recreation.
VII. Management Strategies
Each of the following management strategies will be shown in a table that clarifies which
objectives the strategy is designed to achieve. Schedules detailing when activities should
occur seasonally and/or over a 5-10 year period will also be developed for each strategy as
needed.
A. Coordination and Partnerships
Can include working with agencies, educational institutions, volunteers.
B. Permit and Legal Requirements
Can include mitigation permit or water rights requirements.
C. Inventory, Monitoring, and Adaptive Management
Inventory and monitoring are used to track the condition of targeted habitats and
populations relative to the ecological goals that have been set for them. Adaptive
management is a process whereby evaluation of monitoring results are compared to
the goals or defined “measures of success” so that management practices can be
changed or modified as needed.
D. Restoration, Enhancement and Reintroduction
Can include planting of native species, improving water management or hydrology,
providing nesting habitat, reintroduction of rare or extirpated species.
E. Invasive Pests/Exotic Plant Species Control
Can include inventory, monitoring, and active control or removal of pests or
exotics.
F. Guidelines for Sensitive Species/Sensitive Habitats
This section will include detailed information, including maps and diagrams as
appropriate, on the following species and habitats. A general discussion of
management, monitoring and restoration/enhancement issues and recommendations
will be provided for each species/habitat. To the extent possible, habitat
management concerns that could affect the size, type or configuration of new
resource conservation/management areas will be highlighted here.
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Center for Natural Lands Management
G. Public Use
Can include recreation, interpretation, education, volunteer programs, enforcement.
H. Maintenance Program
Can include facilities, road, trail, sign, fence and gate maintenance.
I. Cultural Resources Management
Can include protection, interpretation and management of public access.
J. Real Estate Issues
Can include property taxes, Williamson act, mineral rights, easements and
maintenance, conservation, water or assessment districts.
K. Land Acquisition
Can include future needs, funding for and supply of land that could be added to the
Reserve.
L. Implementation of Short-Term Strategies
This section is to focus attention on the highest priority management issues to be
addressed in the early years of Reserve establishment/management.
VIII. Funding Mechanisms
IX. Reporting Requirements
A. Annual Reports
Should summarize key information, e.g. monitoring results. Also should define
key indicators to be reported under general plan resource monitoring requirements.
B. Plans and Budgets
C. Invoicing Procedures
X. Workload and Budgets
A. First Year Work Plan (depending upon the site and nature of the workload, this could
potentially be a two- to three-year work plan).
B. Supervision and Staffing
C. Staff and Benefits Budget
D. Budgets
XI. List of Preparers
XII. Endnotes
XIII. References
XIV. Appendices
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