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Home My WebLink AboutCPF Management & Stewardship Plan 2014 Town of Southold Community Preservation Fund Management and Stewardship Plan 2014 Adopted by Local Law No. 5 of 2014 March 25, 2014 Town of Southold Community Preservation Fund Management and Stewardship Plan 2014 Prepared by: Melissa Spiro, Southold Town Land Preservation Coordinator Reviewed by: Southold Town Land Preservation Committee - February 14, 2014 Southold Town Board - February 25, 2014 For additional information, contact: Melissa Spiro, Land Preservation Coordinator Southold Town Land Preservation Department (631) 765-5711 melissa.spiro(a-town.southold.ny. us Table of Contents 1. Introduction ............................................................................Page 1 II. Project List and Cost Estimates ..............................................Page 2 III. Stewardship and Management Expenditures ............................Page 2 IV. Acquisition Expenditures .......................................................Page 5 V. Debt Service Expenditures .....................................................Page 6 VI. Attachment A: Project List and Cost Estimates .............................................Page 7 I. INTRODUCTION The Town of Southold has an established Community Preservation Fund in accordance with Town Law 64-e. Town Law 64 -e Section 6 includes a requirement that Towns with a Community Preservation Fund adopt a Management and Stewardship Plan before expending monies from the fund for management and stewardship of lands acquired by the fund. This Community Preservation Fund Management and Stewardship Plan 2014 (CPF Stewardship Plan 2014) details proposed expenditures from the Community Preservation Fund. The primary purpose of the CPF Stewardship Plan 2014 is to identify how Southold Town will expend monies from the Community Preservation Fund for management and stewardship purposes in 2014 and into 2015. It is intended that the CPF Stewardship Plan 2014 will be amended in early 2015 in conjunction with the Town Board's adoption of the FY2015 budget. Town Law 64-e Section 3(d) states that not more than ten percent of the fund shall be utilized for the management and stewardship program. In February 2011, the Town of Southold adopted a document entitled Rules and Regulations for CPF Acquisition and Stewardship. The Rules and Regulations were adopted by the five East End Towns for the purpose of standardizing the application of the Community Preservation Fund state statute, Town Law 64-e. The Rules and Regulations establish how to calculate the 10% allowed for management and stewardship as follows: "The ten percent of the fund limitation for management and stewardship costs relates to the annual fund revenues. The last full calendar year of known revenue shall be used to determine the maximum amount permitted to be expensed for management and stewardship programs." The Town of Southold's CPF Stewardship Plan 2014 provides a secondary purpose of showing all expenditures budgeted to the Community Preservation Fund, including those which do not relate directly to management and stewardship. Community Preservation fund expenditures are broken down into three categories; CPF Stewardship/Management, CPF Acquisition and CPF Debt Service. The Town has adopted a Community Preservation Project Plan, known as the CPF Plan. The CPF Plan is a separate document from the CPF Stewardship Plan 2014; the CPF Plan identifies how the Town intends to preserve or protect properties and includes a list of eligible properties for acquisition, the CPF Stewardship Plan 2014 identifies how the Town will expend monies from the Community Preservation Fund. CPF Stewardship Plan 2014 Page 1 II. PROJECT LIST AND COST ESTIMATES Fee title properties acquired fully or in partnership with Town Community Preservation Funds for open space purposes are listed in the Project List and Cost Estimates table included as Attachment A. The table shows proposed projects and cost estimates for each property for 2014 and into 2015. The Project List and Cost Estimate table is a list of the estimated type of work proposed to be performed on each property. The Project List and Cost Estimate table is intended to reflect a work plan outlined in a specific property Management Plans, if such exist. The Project List and Cost Estimate table is not intended to allow for work to be performed that is not approved in a specific property Management Plan or as approved by the Land Preservation Committee and Town Board. The Town's preservation program has focused on acquisition. As a result, there is a backlog of properties needing specific Management Plans. It is the Town's goal to have a Management Plan, with a budget, for each acquisition. The costs shown per project are estimated. The Project List and Cost Estimates table includes proposed projects that are subject to prioritization, completion of specific property Management Plans and Land Preservation/Town Board approval. It is understood that not all projects will be approved or completed during FY2014. The total budget detailed in the CPF Stewardship Plan exceeds that of the adopted Town Board budget for 2014; however, total actual costs will not exceed that in the adopted Town Board 2014 budget without proper amendment to the Town budget. In addition to acquiring fee title for open space purposes, the Town also acquires easements on properties for purposes of open space preservation and farmland preservation. When the Town purchases easements the landowner remains the steward of the land. The Town performs yearly monitoring of easements. During FY2014 monitoring is proposed to be performed by LPD Staff and the volunteer Land Preservation Committee Members, and is not a separate expenditure charged to the Community Preservation Fund. These properties are not included within the Project List and Cost Estimates table. III. STEWARDSHIP AND MANAGEMENT EXPENDITURES The section of the adopted Town FY2014 budget for stewardship and management expenditures from the Community Preservation Fund and total cost estimates from the Project List and Cost Estimates are shown in the Table below. The FY2014 budget was prepared in August 2013. Since adoption of the FY2014 budget, some revisions have been made to proposed stewardship and management projects; thus the difference between the adopted budget and the estimates for the CPF Stewardship Plan. Details are described in the section after the Table. CPF Stewardship Plan 2014 Page 2 Estimate for Category Adopted CPF Budget Stewardship Expenditures/ Town Budget # 2014 Plan 2014 Site Development Personal Services, Full Time Employees, Stewardship/ Reg Earnings Management H3.1620.1.100.100 $48,942 $46,350 Contractual Expense: Misc Stewardship/ Supplies Management H3.1620.4.100.100 $30,400 $23,400 Stewardship/ Land Stewardship/Management Management H3.8710.2.400.200 $213,000 $301,000 Stewardship/ Bittner Improvements (Grant) Management H3.8710.2.400.400 $50,000 $101,000 (Grant) Stewardship/ Part Time Regular Earnings Management H3.8710.1.200.100 $27,336 $27,336 In, Town Law 64-e Section 3(d) states that not more than ten percent of the fund shall be utilized for the management and stewardship program. The last full calendar year of known revenue for Southold Town was FY 2013. The known revenue was $5,023,334; therefore $502,333 is permitted to be expensed for management and stewardship programs. The costs shown per project are estimated and it is understood that not all projects will be approved or completed. In addition, some projects are eligible for grant funding. Charges for these projects will be charged to the CPF budget and the Town will be reimbursed from the awarded grants. All grant re-imbursements will be deposited into the Community Preservation Fund. The total projected cost is below that of the 10% allowance; therefore, even in the unlikely circumstance that all projects as proposed are completed the expenditure will be below that of the 10% allowance. CPF Stewardship Plan 2014 Page 3 DETAILS FOR STEWARDSHIP AND MANAGEMENT EXPENDITURES ¦ Site Development Personal Services, Full Time Employees, Reg Earnings This line is for Stewardship work performed by Department of Public Works (DPW) Staff on properties purchased with Community Preservation Funds. Typical work includes activities/improvements necessary to sustain public access such as trail improvements, pruning and upkeep, invasive species removal, parking area creation/upkeep, initial debris removal, signage, fencing, restoration and similar types of activities. Other more specific activities/ improvements are listed in individual Management Plans for the specific property. Specific properties on which work will take place and estimated cost per property are listed in Attachment A (Project List and Cost Estimates.) DPW Staff are not exclusively dedicated to implementing the CPF Plan. Cost will be documented by a time accounting system and no more than the cost of the actual time expended directly dedicated to implementing the provisions of the CPF Plan will be charged to the Community Preservation Fund. ¦ Contractual Expense: Misc Supplies This line is for Stewardship supplies and materials for projects on properties purchased with Community Preservation Funds. Supplies and materials for projects include, but are not limited to: supplies/materials for grassland restoration and native plantings; supplies/materials for creation/upkeep of parking areas, lumber for kiosks, benches, and boardwalks, signs, chains, gates, and equipment. Specific properties on which work will take place and estimated cost per property, are listed in Attachment A (Project List and Cost Estimates.) ¦ Land Stewardship/Management This line is for land stewardship management such as Flora & Fauna inventories, site restorations, trail improvements, invasive species removal, parking area improvements, initial debris removal and other similar types of work performed by non-town employees on properties purchased with CPF. All independent contractors assist the Town in implementing the provisions of the Community Preservation Plan. Bills are itemized per project and reflect actual time expended. Specific properties on which work will take place and estimated cost per property are listed in Attachment A (Project List and Cost Estimates.) CPF Stewardship Plan 2014 Page 4 IV. ACQUISITION EXPENDITURES The section of the adopted Town FY2014 budget for acquisition expenditures from the Community Preservation Fund is shown in the Table below. Details are described in the section after the Table. All acquisition expenditures are considered preliminary and incidental costs in connection with the acquisition of interest or rights in real property and therefore are not considered management and stewardship costs. Non-stewardship expenditures are included within the CPF Stewardship Plan to show all expenditures to the Community Preservation Fund. Adopted Category Town Budget Budget Number Expenditures 2014 Fund H3.1320.4.500.300 Accountants 7,000 Required Contractual Expense: Legal Acquisition H3.8660.2.500.100 Counsel $50,000 H3.8710.2.400.100 Land Use Consultants $55,000 Acquisition Full Time Employees: Regular Acquisition H3.8710.1.100.100 Earnings , MTA , Social Security $188,674 $2,375,948 Acquisition H3.8660.2.600.100 Land Acquisitions & Appraisals ` GGl ISuvp ` DETAILS FOR ACQUISITION EXPENDITURES ¦ Accountant This line is for required Audit of Community Preservation Fund. • Contractual Expense: Legal Counsel This line is for Legal Counsel pertaining to acquisitions for properties funded by the Community Preservation Funds. ¦ Land Use Consultants o The Town has a contract agreement with the Peconic Land Trust for Conservation Planning, Acquisition and Professional Services. The contracted amount for FY2014 with the Peconic Land Trust is for a total of $55,000 for assisting the Town in implementing the provisions of the Community Preservation Plan. Peconic Land Trust monthly bills are itemized per project and reflect actual time expended. CPF Stewardship plan 2014 Page 5 • Full Time Employees: Regular Earnings, MTA, Overtime Earnings and Social Security These lines include salaries, MTA Tax, overtime and social security for: • Land Preservation Coordinator. The duties and responsibilities of this employee are directly dedicated to implementing the provisions of the Community Preservation Plan and Fund. Duties include acquisition as the primary duty, stewardship is secondary. • Senior Administrative Assistant to Land Preservation Department. The duties and responsibilities of this employee are directly dedicated to implementing the provisions of the Community Preservation Plan and Fund. Duties include acquisition as the primary duty, stewardship is secondary. • Land Acquisitions The Land Acquisition line includes funds for land and easement purchases in addition to the costs associated with purchase; appraisal, survey, title, environmental site assessment and real estate property tax. This is based on an estimated CPF revenue for FY 2014 and does not included grant awards as re- imbursement date is unknown. V. DEBT SERVICE EXPENDITURES The section of the adopted Town FY2014 budget for debt service expenditures from the Community Preservation Fund is shown in the Table below. Details are described in the section after the Table. H3.9710.6.100.100 Serial Bond Principal $1,297,300 Debt Service H3.9710.7.100.100 Serial Bond Interest $1,051,900 Debt Service The Town Board authorized $22.5 million in bonds to acquire and manage rights in real property in furtherance of the Community Preservation Fund. Although these bonds are backed by the full faith and credit of the Town of Southold, repayment of the bonds, both principal and interest, is provided by the CPF. CPF Stewardship Plan 2014 Page 6 ATTACHMENT A PROJECT LIST AND COST ESTIMATES TABLE PAGES 1- 2 CPF Stewardship Plan 2014 Page 7 PROJECT LIST AND COST ESTIMATES FOR SOUTHOLD COMMUNITY PRESERVATION FUND Management and Stewardship Plan 2014 • Feb. 14, 2014 Draft Draft is cost estimate only. TB/LPC have not approved specific projects. Site Dev. Land Personal Supplies and Stewards/Manage Services, Full Materials ment budget line: ,Time budget line: budget line: Preserve Name (bold) Total cost for H3.8710.2.400.200 H3.1620.1.100.10 H3.1620.4.100.1 Acquisition Name(Italic) ~SCTM# (Acreseb. 2014 status preserve _ Contractors 0 00 (Description of Proposed Work Ars amomaque reserve Levin $0 $4,3501( $O,Typical activities/improvements to sustain public access 1 &_45_-1-9 1 53.16 Open to Public $4,350 $0 $3,800'_ Custer Preserve I I 3y $0 Typical activities/improvements to sustain public access Zazecki 0. 8- $ FITF, LLC Dixon Harvey - 9.-8-2 2.36 Open to Public $0 $0 0 $0 No improvements proposed Laurel Lake Preserve (includes all Town owned Preserve properties and properties with trail agreements; Preserve Typical activities/improvements to sustain public access; restoration/improvements to properties owned - Some open/some - - 'official trail; bluff erosion mitigation. All improvements will be in accordance with a by County, State, etc.) misc. NA undev. $26,600 $0 $14,100 $12,500; Management Plan to be developed for the property. • Mill Road Preserve McGunnigle 106-6-14 & 20 25.06 Open to Public $6,50011 $OI $6,500 $0'Typical activities/improvements to sustain public access; invasive species removal. Paul Stoutenburgh Preserve (f.k.a Arshamomaque Pond) 56.-1-6 & 52.1 (23.+27.8+ NeuerlSutermeister 8 1,10 & Q. Adams Estate & Aurcho 56.- 4-16 13) Open to Public $1,500_ ) - $01 $1,500.._ $OTypical activities/improvements tosustain public access Pipes Cove Preserve Posillico /Westbury ~IInstallation of pedestrian bridge to access property. Bridge was destroyed in Storm 111'1 Properties 53:1-7 & 53-3-15.1 5.03 Open to Public $121,000(1 $121,000( $0 $0 iSandy 2012. Funding from FEMA_may be available for re-imbursement. Ruth Oliva Preserve at Dam Pond (f.k.a. Dam Pond Maritime Reserve) 37.08 Lettieri/Dam Pond/PLT & (0.54 & Lettied/Dam Pond/PLT & 23:1-20.1 & 31-5- 14.9 & Dam Pond/Gazza/Lettieri 1.2 & 22.-3-22.1 21.64 Open to Public $7,200 $01 $7,2001 $0-'Typical activities/improvements to sustain public access; invasive species removal. Sound View Dunes Park Inventories, trail improvements and invasive species removal, all to be in accordance Bittner/Moeller/T.M.J. 58A-1 & with adopted Management Plan and revisions to be developed to same (eligible for Realty 68-1-17.2,17.3 57.06 Open to Public $101,0001 $100,000 $1,000 $0 awarded DOS grant); Typical activitieslimprovements to sustain public access Blackham 74.-1-3 0.46}Undeveloped $01 $0 $0 $0 No improvements proposed $0 $0 $O No improvements proposed C&D Corey Realty ek Preserve 113-4-1 0.78'Undeveloped $0 - - - - Blocker 87:6-12.1 45.03 $400 $350 Install metal gate if necessary. Undevelo ed $750! $0 " 1Undeveloped $0. -$0 Damianos 54: 6-20 22.30 $0' $0 No improvements proposed • CPF Management Stewardship 2014 Page 1 of 2 Project List and Cost Estimates PROJECT LIST AND COST ESTIMATES FOR SOUTHOLD COMMUNITY PRESERVATION FUND Management and Stewardship Plan 2014 Feb. 14, 2014 Draft • Draft is cost estimate only. TB/LPC have not approved specific projects. Site Dev. Land 'Personal Supplies and Stewards/Manage (Services, Full Materials ment budget line: Time budget line: budget line: Preserve Name (bold) Total cost for H3.8710.2.400.200 H3.1620.1.100.10 H3.1620.4.100.1 Acquisition Name(Italic) SCTM# _ 'Acres Feb. 2014 status preserve Contractors 0 00 Description of Proposed Work 1, ~I Dickerson Estate Dr - 81 1.51 1-2- -21 2 0.1.22 5 Undeveloped $ Undeveloped $0 0 - - $0 $0 - $0 $0 - - $O $0 No improvements proposed - - - - - - - No improvements proposed Fred _56:4-4 _0.32jUndeveloped $0 $0 $o 0 -$ONoimprovements proposed - - - - - - - r Heaney .34.-1-7,34-14 8.00!, Undeveloped $0 $0 $0' $01 No improvements proposed Manye, Frederick 68.4-11 2.511 Undeveloped $0 $0 $0 $0', No improvements proposed Install improvements (parking area, trail, boardwalk, kiosk, signage, etc.) for public accordance with Bay to Sound project. Typical activities/improvements to $8,850 $01 $6,000 $2,850 sustain access, in public access. Manor Grove 53.-l-1.2&1.3 2911Undevelo ed - p ' North Ba view Preserve: NorthtBaoiewBPrese/dvie.gs 79:2-7 25.751 Undeveloped 0 0 $0 $0 ~N_o_ improvements proposed ~ - $0 - - - - - Yv Hurtado 79: 5-20.13 16.0411 Undeveloped $0 $OL $0 { No improvements proposed North Baywew Preserves: Zoumas i 79: 4-17.17 36.901 Undeveloped $0 $O1 $0' $O No improvements proposed - • 56: 5-12.1 0 561 Undeveloped - $0r-- $0 $0I $0 No improvements proposed Peconic Land Trus a mer Pipes Cove Preserve - Carroll, Carla 53.-3-2 10.67 Undeveloped $O $O' $0 $01 No improvements proposed - Pi es Cove Preserve - - - - - - - - 1 $Oi $0 $01 No improvements proposed Reese 45 5-5 47.31 Undeveloped 0 - p 45: 5-7.1, 7.2 8 - T Pipes Cove Preserve 47-2-33, 34 8 53-1- Stackler 135.42 Undeveloped $0 $01 $0 $0No improvements proposed Pipes Cove Preserve - - - - Waldron - 53-2-5 2.51 Undeveloped $0 $OI $01 - $OI No improvements proposed es Cove Preserve: PiPekunka - - 53: 1-6 10.38 Undeveloped $0 $0 - $OI--- $0 No improvements proposed Property subject to life estate, if status changes-Potential building demo/initial debris removal from site, all in accordance with a Management Plan to be developed for the Pipes Cove Preserve: Sill 45.-5-3 8 4 24.00 Undeveloped $75,000 $75,000' $O $O site. Tall Pines Install improvements (trail, kiosk, signage, etc.) and dead tree removal if applicable, for public access, in accordance with Management Plan to be developed for site; Typical Point Holding Corp. _ 79.-8-16 8 81:2-5 21.91 ' Undeveloped $5,0 $0 - - $0 $0 No limprovements ents t sustain public access. - - - Wells, Geo.p & Paradise 86.-2-12.1 1.00 Undeveloped $O O- - $5,000 1, - - proposed i Contingency Projects, Purchase/installation/ upkeep of property signs (property posting, hunting, ATV signs, equipment (chainsaw) and etc.) to ensure safety for public access; Trail maps and maps for kiosk, Bike rack, misc. misc. for all properties NA NA NA $9,200 $0 _ $1,500'. _ $7,700, supplies/ small equipment (chainsaw, etc.) for CPF-properties ,r 7A,a~l $301,000 $46,350 $23 400 TOTALS CPF Management Stewardship 2014 Page 2 of 2 Project List and Cost Estimates