Annotated Outline of Standard Format Management Plan for Resource by roscoeparrish

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									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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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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         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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         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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