HomeMy WebLinkAboutCPF Management & Stewardship Plan 2015Town of Southold
Community Preservation Fund
Management and Stewardship Plan
2015
Adopted by Local Law No. 2 of 2015
March 24, 2015
Town of Southold
Community Preservation Fund
Management and Stewardship Plan
2015
Prepared by:
Melissa Spiro, Southold Town Land Preservation Coordinator
Reviewed by:
Southold Town Land Preservation Committee — February 17, 2015
Southold Town Board — February 24, 2015
For additional information, contact:
Melissa Spiro, Land Preservation Coordinator
Southold Town Land Preservation Department
(631) 765-5711
melissas iro fown.soufhold.n .us
Table of Contents
I. Introduction............................................................................Page 1
II. Project List and Cost Estimates..............................................Page 2
III. Stewardship and Management Expenditures.............................Page 3
IV. Acquisition Expenditures .......................................................Page 5
V. Debt Service Expenditures ........................................................Page 7
VI. Attachment A:
Project List and Cost Estimates .............................................Page 8
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 2015 (CPF
Stewardship Plan 2015) details proposed expenditures from the Community
Preservation Fund. The primary purpose of the CPF Stewardship Plan 2015 is to
identify how Southold Town will expend monies from the Community Preservation Fund
for management and stewardship purposes in 2015 and into 2016. It is intended that
the CPF Stewardship Plan 2015 will be amended in early 2016 in conjunction with the
Town Board's adoption of the FY2016 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 2015 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 2015; 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 2015 identifies how
the Town will expend monies from the Community Preservation Fund.
CPF Stewardship Plan 2015
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 2015 and into 2016.
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/or Town Board.
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 and/or Town Board approval. It is
understood that not all projects will be approved or completed during FY2015.
In addition to acquiring fee title for open space purposes, the Town 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 FY2015 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.
NMI
III. STEWARDSHIP AND MANAGEMENT EXPENDITURES
The section of the adopted Town FY2015 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 FY2015 budget was
prepared in July 2014. Since adoption of the FY2015 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.
Expenditures/ Town Budget #
Site Development Personal
Services, Full Time Employees,
Reg Earnings
H3.1620.1.100.100
Contractual Expense: Misc
Supplies
H3.1620.4.100.100
Land Stewardship/Management
H3.8710.2.400.200
Part Time Regular Earnings
H3.8710.1.200.100
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 2014. The known revenue was $6,060,254;
therefore $606,025 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 2015
Estimate for
Category
Adopted
CPF
Budget
Stewardship
2015
Plan 2015
Stewardship/
Management
$47,542
$57,580
...._..�
........... ..�
Stewardship/
Management
$36,050
$42,750
Stewardship/
Management
$180,000
$145,000
Stewardship/
Vacant
Management
$27,336
Position
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 2014. The known revenue was $6,060,254;
therefore $606,025 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 2015
DETAILS FOR STEWARDSHIP AND MANAGEMENT EXPENDITURES
Wi 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 dedicated exclusively 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.
01 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 restoration, trail improvements, invasive species removal, parking area
improvements, initial debris removal, tree removal and other similar types of work
performed by non -town employees on properties purchased with CPF.
All independent contractors will assist the Town in implementing the provisions of
the Community Preservation Plan as noted in Attachment A. Bills are itemized per
project and reflect actual time expended. Specific properties on which work will take
CPF Stewardship Plan 2015
s
place and estimated cost per property are listed in Attachment A (Project List and
Cost Estimates.)
IV. ACQUISITION EXPENDITURES
The section of the adopted Town FY2015 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 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.
Town Budget
Number
H3.1320.4.500.300
H3.8660.2.500.100
H3.8710.2.400.100
H3.8710.1.100.100
Expenditures
Accountants
Contractual Expense: Legal
Counsel
Land Use Consultants
Full Time Employees: Regular
Earnings, MTA, Social Secur
H3.8660.2.600.100 P Land Acquisitions & Appraisals
DETAILS FOR ACQUISITION EXPENDITURES
Accountant
Adopted
Category
Budget
2015
Fund
6,000
Required
Acquisition
$50,000
$55,000
Acquisition
Acquisition
$193,474
$6,949,047
Acquisition
This line is for required Audit of Community Preservation Fund,
im
a Contractual Expense: Legal Counsel
This line is for Legal Counsel pertaining to acquisitions for properties funded by the
Community Preservation Funds.
Land Use Consultants
The Town has a contract agreement with the Peconic Land Trust for Conservation
Planning, Acquisition and Professional Services. The contracted amount for FY2015
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. Monthly bills are
itemized per project and reflect actual time expended.
NI 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.
N 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
estimated CPF revenue for FY 2015 and does not included grant awards as re-
imbursement date is unknown.
im
V. DEBT SERVICE EXPENDITURES
The section of the adopted Town FY2015 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.
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.
UM
ATTACHMENT A
PROJECT LIST AND COST ESTIMATES
TABLE
PAGES 1- 2
CPF Stewardship Plan 2015
Page 8
Blackham 74.-1-3 ) 0 Undeveloped SO $0 $0 $O] No improvements proposed.
C&D Rosily 113-4-1 1 Undeveloped $0 $0 $0 $01 No improvements proposed.
.. a u)!,, �.u,�
PROJECT
LIST AND COST
ESTIMATES
FOR
SOUTHOLD COMMUNITY
PRESERVATION
FUND
Management
and Stewardship
Plan 2015
Draft
date: February 18,
2016
Draft Is cost estimate only.
TBILPC have not
approved specific
projects.
Page 1 of 2
�:51te
Dev.
—._----------- ,
Personal
Land Stewards/
Services, Full
Management
Time budget
';Supplies and
PreserveNamebudgetline:
Materials budget
(bold)
January 2015 (Total cost for
H3,8710.2.400.20
H3.1620 1 100
�Iline
Acquisition Name SCTM#
Acrest status preserve
0Contractors
100
H3.1620.4.100.100
Description of Proposed Work
—
lVaara•ssNltd speophc
lrtllUrv�r.�va+64`tlgglprk�rNhrt+,)/tlr
pkaop for Public
access purposes on
Ci F Preserves opera.
Typical activities I improvements to sustain
loasbllc NA
NA Open to Public $13,600
e.---
$0
®.
$13,600
�.,... ...... $0
public access �... w.,
Nowelle specific
Items, equipment
(qi dib/ ", , mower,
alp.) misc, and
Open to Public
Improvements (emergency/ contingency) to
o0ritingency for all
and
sustain pubilr access; general supplies,
CPF properties. NA
NA unpara doped $20,200
$0
$1.500
$18,700
materials, Ir quovrzalacnls for CPF PWA002
Open to Public
Poor Management on
and
trails/Zones/Signage for Dear Management
OFF Preserves NA
NA rudrrlrwolop a'd $6,500
$0
$5,000.
$500
f1ro0raam on CPF Preserve.
44.-4-5,
Arshamomaque 45-1-9,
Create and expand trail system;
Preserve 53,-1-
boardwalk/kiosk; typical activities I
Lavin Manor Grove -. L2&1.3
82 Open to Public $12 750
—
$0
$8,900
—_
_,..u..$3 860
Prov.... to sustain public access r
Improvements ...._ c.-
Custer Preserve
Typical activities / Improvements to sustain
_70,8-1_
z'nrackl .._-
8 Open to Public _... . .. , .__ $0
$0
u ... m ..
....._ $G9
�ubhc access, . ..... . . ....... .... _
I.aurol Lake Preserve
(includes all Town
owrnarl, Preserve
properties and
Open to Public
Mitigation of bluff erosion; misc. trail
properties with trall
and
Improvement projects; typical activities I
agroarftonts� misc _........,
x undeveloped $25 000
_ _ „,e .. ........_ „ . _...__
$p
_.$12 600
$12 500
mprovements 10 susta n
... ...public access
MITI Road Preserve 106.8-14
Invasive species removal; typical activities I
McGunnlgle & 20
25 Open to Public $5.000
$0
$5.000
$0
Improvements to sustain public access.
Paul Stoutenburgh
Preselva (f;k.a
Ars--hamontoque Pond) 56.-1-6 &
NauerlSularmelsler & 56.-1-
52.1
John Q. Adarns Estate 8.1,101%
(23.+27.8+1
Parking Area re -design; typical activities /
& Aurlohlo 66.-4-16.3)
Open to Public $1.600
$0
$500
$1,000
Improvements to sustain public access.
Plpes Cove Preserve 51-1-7 &
Posilllco /Westbury 53-3-
Properties _ --- 15.1........—_.
5 Open to Public $0
.,,.
$0
_.. $0
$ 0
�...
o
No Improvements proposed,
_
Rutin Oil'va Preserve ry
at Oem Pond (f.k.a. d
Dam /•mond Madame
Reserve) L.ettlooYDam 23: 1-
PomVPLT & 20.1 &
LelllerelOam PandtPLT 31.5.1.2
t 37.08 (0.54
Meadow restoration; Invaslve species
$ Dant & 22.-3-
& 14.9 &
removal; typical activities /improvements to
PorWIGarxa/l.etlleri 22.1
21.64) Open to Public $7,280
$0'
$7,280
$0
sustain public access.
Silver Eel Preserve
(FITF, LLC, Dixon
Harvey) 9: 8-2
2 Open to Public $0
$0
$0
$0
No Improvements proposed.
58: 1-1 &
Sound View Dunes 68-1-
Phrag.eradicatlon plan (grant funded);
Park Bittner 17.2,¢
typical activities / Improvements to sustain
/.Moelledf.M,J. Repay 17.3
57 Open to Public $70,000;
$65,000
$fi
$5,ti00
publio access.
Blackham 74.-1-3 ) 0 Undeveloped SO $0 $0 $O] No improvements proposed.
C&D Rosily 113-4-1 1 Undeveloped $0 $0 $0 $01 No improvements proposed.
.. a u)!,, �.u,�
PROJECT
LIST AND COST
ESTIMATES
FOR
SOUTHOLD COMMUNITY
PRESERVATION
FUND
Management
and Stewardship
Plan 2015
Draft
date: February 18,
2015
Draft Is cost
estimate only.
TBILPC have not
approved specific
projects.
Page 2 of 2
-�.,.,,�,,.-.-....�. .�,,,�,,,,
,. ......�,......,,,...
.__.�-..,..-1111......-..-.......
Its Dev.
Personal
Land Stewards/
Services, Full
Management
Time budget
Supplies and
(Preserve Name
budget line:
line:
Materials budget
(bold)
January 2015
Total cost for
H3.8710.2.400.20
H3.1620.1.100,
line:
Acquisition Name
.. --.'
sOroeek
SCTM#
"87'."-6-
Acrest status
_ m
preserve
0 Contractors
100
H3.1620.4.100.100
Description of Proposed Work . ,
Core y
Preserve Blocker
12.1
45 Undeveloped
$0
$0
$0
$0
. , .. .1 ,.
No improvements proposed.
_.—
_ —.__.. _.._.--...
Damlanos
284
22 Undeveloped
_._
$0
__1,111 ._ ..
$0
$1
.--- $0
Improvements proposed.
No,... _._
Dickerson Estate _
.115-12-1
0
_ _ 1111.0Undeveloped�
$0
$0
. $0
$0
_.,
No Improvements rop
. mpro p proposed.
Drum/Saland
B7,-1-26
2 Undeveloped
$0
$0
$0$0
No improvements proposed.
Fred
56.-4-4
0 Undeveloped
$0
$0
$0
$0
No Improvements proposed
-
_
34.-1-7,
Heaney -
Y
34-1-4....
o ed
8 Undav," R— .
..,, _�.._„ $0
$0
... ,_m...,
,. _ $0
�_. $0
No improvements proposed
Mayne
68.4-11
3 Undeveloped
. , _
$0
$0
�.
$0
. , ,... ,
_. -1111. $0
No Improvements ro o
------ � . � sed
_- .P
North Bayvlew
Preserve: Forestbrook
Ins
! J&C Hold_ 9
79.-2-7
26 Undeveloped
$0
®. - .
.. _ $0
$0
$0
No Improvements prosed.
e
_., , op -.
_..,
North Bayview
79, -5 -
Preserve. Hurtado
20 13
. 16 Undeveloped
....-..._
$0
$0
$0
$
No Improvements �ro�osed
_ ...._.. w
North Bayvlew
........ �
79 -4
... .....
Preserves: Zoumas
17.17
37 Undeveloped
so
. .._ _
$0
...................,.. $0
$0
_.. .m._
No Im rovemenls proposed.
-,_ _P_ 1,111 ,- p,,,mm -, m _ ..
„ .. ,1111.
Peconic Lend5-
_ ...
_ .......... ..
... ... ... ..
Trust/Palmer X12.1
1 Undeveloped
rv, $0
_ O
., ., , $0
s0
No improvements proposed
Pipes Cove Preserve
Carroll, Carla _._�..e..,e
53.-3-2
. 11 Undeveloped
$5Oi0
1.111.. -1111. __"-
$0
—._
_._.___ $500
111.1____ $0
Debris removal — _.
.�..a,.w,,, ,,.
---
PYpas Core Presereara
Reese
45-5-5
47 Undeveloped
$0'
$0
$0'
$0
N . P.
45,-5-
7.1, 7.2
& 47-
2-33,34
Pipes Cove Preserve
& 53 -1 -
Steckler
18
35 Undeveloped
$0
$q
$0
$0
No Improvements proposed
-.w_.Preserve
Pipes Coove
Waldron
53-2-5
3 Undeveloped
$0
$0
$0
$0
No improvements proposed
m
srve
Pipes Cove Pres--e—me:
__1111
Pskunka
53: 1-B
10 Undeveloped
$0
$0
$0
$0
No Improvements proposed
45.-5-3 &
I
Building demo. (dependent on life estate
Sill
4
24 Undeveloped
_..,.......
_ $75000
.. .-.. $75,000'
$0
... $0
status)
� .._.
_ .._ _
Tell Pines
VJ Dev Corp &
Paradise Point
79.-8-10
Hiker gates; tree removal; typical activities!
Holding Corp. _.
& 81.-2-5,.-
-. 22 Undeveloped
111$8.000
$5,000
. ._.
$1 800
$1,200
---_.._—
Improvements to sustaln public access.
_1111.- ,, , ...__ — ..__.
Invasive species removal (potential for grant
^a4Wcom illeg orvo
14-2-1 4
16 Undeveloped
$0
sou
$0
$0
funding)
TOTALS
$245,330'
$145,000
$57,580
$42,750