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HomeMy WebLinkAbout2016-11-29; Agricultural Conversion Mitigation Fee Committee Ad Hoc; ; Status Reports on Remaining Projects Awarded with ACMF Funding AGRICULTURAL CONVERSION MITIGATION FEE (ACMF) AD HOC CITIZENS ADVISORY COMMITTEE Staff Contact: Pam Drew, Associate Planner, Community & Economic Development 760-602-4644  pam.drew@carlsbadca.gov Agenda Item: #5 Subject: Status Reports on Remaining Projects Awarded with ACMF Funding Meeting Date: November 29, 2016 Status reports from individual grantees are attached as Exhibits 5.1 through 5.6. Exhibits: 5.1 Status Summary for Awarded Projects 5.2 - 5.6 Status Reports REV: 03-16-16 - Balanced with IFAS Agenda Bill No.Resolution Date Project No.Total Funding Awarded Funding Approved for Disbursement/ Appropriation Awarded Funding Remaining to be Disbursed Awarded Funding Remaining to be Appropriated Disbursed to-Date Appropriated Funding Remaining to be Disbursed Notes 18,898 2007-029 02/13/2007 $2,609,560.00 $2,609,560.00 $58,000.00 $0.00 $2,551,560.00 $58,000.00 Total grant funding authorized by this resolution was $3,300,500; however, Resolutions 2009-199 and 2009-260 reprogrammed $75,000 for use on another project. Applicant Buena Vista Audubon Society AGP 06-02 $15,000.00 $15,000.00 $0.00 $0.00 $15,000.00 $0.00 Buena Vista Lagoon Foundation AGP 06-04 $164,000.00 $164,000.00 $58,000.00 $0.00 $106,000.00 $58,000.00 CB Ranch Enterprises AGP 06-05 $316,500.00 $316,500.00 $0.00 $0.00 $316,500.00 $0.00 Final grant request processed 02/09/12. CB Ranch Enterprises AGP 06-06 $233,000.00 $233,000.00 $0.00 $0.00 $233,000.00 $0.00 CB Ranch Enterprises AGP 06-07 $297,000.00 $297,000.00 $0.00 $0.00 $297,000.00 $0.00 CB Ranch Enterprises AGP 06-08 $230,000.00 $230,000.00 $0.00 $0.00 $230,000.00 $0.00 CB Ranch Enterprises AGP 06-09 $84,000.00 $84,000.00 $0.00 $0.00 $84,000.00 $0.00 Original grant was for $159,000; however, $75,000 was reprogrammed per Resolution 2009-260 for AGP 09-01. 3 disbursements: $39,000, $30,000 and $15,000. CB Ranch Enterprises AGP 06-10 $884,060.00 $884,060.00 $0.00 $0.00 $884,060.00 $0.00 4 disbursements: $74,500, $41,937, $542,623, and $225,000. Reallocate $615,940 in unused funds per AB 12,368/Reso 2013- 230. Agua Hedionda Lagoon Foundation AGP 06-15 386,000.00$ 386,000.00$ -$ -$ 386,000.00$ -$ Final disbursement processed 8/12/14. 19,327 2008-050 02/19/2008 $3,267,071.00 $2,561,477.00 $788,724.00 $705,594.00 $2,478,347.00 $83,130.00 Applicant Batiquitos Lagoon Foundation AGP 06-03 $180,732.00 $180,732.00 $0.00 $0.00 $180,732.00 $0.00 Check Request subimitted 10/20/15. Batiquitos Lagoon Foundation AGP 06-12 $780,589.00 $74,995.00 $738,594.00 $705,594.00 $41,995.00 $33,000.00 Resolution approves $780,589 grant, but only authorizes disbursement (appropriation) of $74,995. Agua Hedionda Lagoon Foundation AGP 06-13 305,750.00$ 305,750.00$ 50,130.00$ -$ 255,620.00$ 50,130.00$ Fourth grant request $60,120 processed through Finance 9/2/15. Fifth grant request for $70,000 was sent to Finance the week of 4/11/16 Catholic Charities AGP 06-16 $2,000,000.00 $2,000,000.00 $0.00 $0.00 $2,000,000.00 $0.00 Resolution approves $2 M grant, but only authorizes disbursement (appropriation) of $108,500. See also Resolution 2010-189. 20,003 2009-260 10/20/2009 $922,822.00 $922,822.00 $113,818.00 $0.00 $884,004.00 $38,818.00 Resolution 2009-260 corrects Resolution 2009-199. Applicant CB Ranch AGP 09-01 $188,107.00 $188,107.00 $75,000.00 $0.00 $188,107.00 $0.00 Resolution authorizes $188,107 in funding which includes $113,107 plus $75,000 reprogrammed from AGP 06-09. Hubbs-SeaWorld Research Institute AGP 09-02 $249,313.00 $249,313.00 $0.00 $0.00 $249,313.00 $0.00 Funding amount corrected through Resolution 2009-260. Batiquitos Lagoon Foundation AGP 09-03 $98,572.00 $98,572.00 $38,818.00 $0.00 $59,754.00 $38,818.00 Aqua Hedionda Lagoon Foundation AGP 09-09 $52,000.00 $52,000.00 $0.00 $0.00 $52,000.00 $0.00 California State Parks AGP 09-10 $234,830.00 $234,830.00 $0.00 $0.00 $234,830.00 $0.00 Funding amount corrected through Resolution 2009-260. Transferred funds to CIP per CC Reso 2014-100. Buena Vista Audubon Society AGP 09-11 $50,000.00 $50,000.00 $0.00 $0.00 $50,000.00 $0.00 Buena Vista Audubon Society AGP 09-12 $50,000.00 $50,000.00 $0.00 $0.00 $50,000.00 $0.00 21,368 2013-230 09/10/2013 $1,127,608.53 $1,127,608.53 $257,833.53 $0.00 $869,775.00 $257,833.53 Applicant Batiquitos Lagoon Foundation AGP 13-01 $49,542.00 $49,542.00 $0.00 $0.00 $49,542.00 $0.00 Check request submitted 11-15-15 Paid Batiquitos Lagoon Foundation AGP-13-02 $20,733.00 $20,733.00 $0.00 $0.00 $20,733.00 $0.00 Check request submitted 03-16-16 Paid CB Ranch Company, LP AGP 13-03 $600,000.00 $600,000.00 $0.00 $0.00 $600,000.00 $0.00 CB Ranch Company, LP AGP 13-04 $162,833.53 $162,833.53 $162,833.53 $0.00 $0.00 $162,833.53 CB Ranch Company, LP AGP 13-05 $271,000.00 $271,000.00 $95,000.00 $0.00 $176,000.00 $95,000.00 Buena Vista Audubon Society AGP 13-06 $23,500.00 $23,500.00 $0.00 $0.00 $23,500.00 $0.00 Check request submitted 11-4-15 $7,927,061.53 $7,221,467.53 $1,218,375.53 $705,594.00 $6,783,686.00 $437,781.53 20992624.59 $18,875,842.59 $17,678,498.00 171-3210-8540 Grant funding remaining to be disbursed $507,781.53 171-3210-8700 Solicitation/operating funding 2,946.00 Reconciled to IFAS $510,727.53 Orchards and Field Crop Installation and Dev Carlsbad Flower Fields Enhanced Acceess Aquaculture Enhancement Batiquitos Lagoon North Shore Trail Aqua Hedionda Lagoon Discovery Center Interior Improvements Coastal Bluff Resoration - Tamarack and Frazee Lagoon Ecological Reserve N. Shore Phase 2 BV Creek Watershed Information MGT System BVA Nature Center Improvements Orchard, Fields and Floral Trade Center Access Floral Trade Center Improvements Proposal Name Bat Lagoon Mon'g/Mgmt Plan AH Lagoon Trails La Posada Farmworker Housing Nature Center Improvements Augmentation TOTALS: ACMF Fund: Grant Awards for Project Implementation Proposal Name Audubon Nature Center Bunea Vista Lagoon Boardwalk Cymbidium Project Multi-use Barn Permeable Paving Project Drainage Project Soil Amendment Project Carlsbad Beach Nourishment Discovery Center Improvements BLF Nature Center Improvements Kiosk Refurbishment and Interpretive Signage Install Proposal Name Proposal Name 1 November 16, 2016 Agricultural Conversion Mitigation Fee Grant Project Status Summary 8 Lagoon Monitoring and Management Plan Program (BLF Grant Class G-8) (Includes ongoing trail maintenance, and invasive plant removal and restoration along the North Shore Trail (Including establishment and maintenance of a Native Plant Demonstration Garden adjacent to the Park Hyatt – Aviara trailhead) Grant Proposal No. AGP-06-12, April 29, 2008 Grant Summary Project Award: $780,589. Grant Agreement Signed by Mayor Lewis: March 3, 2008. First funding installment: $23,995 (City of Carlsbad check # 175684 dated June 5, 2008). Second funding installment: $18,000, July 30, 2013. Project expenses to date: $28,180.88. Current appropriated funding remaining (via payments received to date): $13,814.12. Total Grant funding (Total Award) remaining: $753,135.96. The remaining $54,000 was originally distributed over 6 years as indicated in the table below for ongoing trail maintenance, and invasive plant removal and restoration along the North Shore Trail (Including establishment and maintenance of a Native Plant Demonstration Garden adjacent to the Park Hyatt – Aviara trailhead). Funding Schedule & Expenses (As stated in original grant proposal) Period Date Grant Funding Received Funding (Projected / Actual/Cumulative) Expenses & Balance Remaining Year :1 June 5, 2008 – June 5, 2009 June 5, 2008 Projected: $23,995 Actual: $23,995 Cumulative: $23,995 Expenses: $21,552.31 Cumulative: $21,552.31 Balance: $2,442.69 Year 2: June 6, 2009 – June 5, 2010 Projected: $15,000 Actual: Cumulative: $23,995 Expenses: $363.47 Cumulative: $21,915.78 Balance: $2,079.22 Year 3: June 6, 2010 – June 5, 2011 Projected: $3,000 Actual: Cumulative: $23,995 Expenses: $1,657.23 Cumulative: $23,573.01 Balance: $421.99 Year 4: June 6, 2011 – June 5, 2012 Projected: $15,000 Actual: Cumulative: $23,995 Expenses: $149.16 Cumulative: $23,722.17 Balance: $272.83 Year 5: June 6, 2012 – June 5, 2013 Projected: $3,000 Actual: Cumulative: $23,995 Expenses: $ Cumulative: $23,722.17 Balance: $272.83 Year 6: June 6, 2013 – June 5, 2014 Projected: $15,000 Actual: Cumulative: $23,995 Expenses: $ Cumulative: $23,722.17 Balance: $272.83 2 Funding for this project is to be provided in advance on or before the date indicated in the “date Funded” column above. Total project funding of $780,589 was approved, with the stipulation that $74,995 of that total be funding now to allow some data collection and reporting, and lagoon maintenance in areas surrounding the lagoon-proper to proceed. Of the total of $74,995 initial approved funding, $20,995 is to be used to support data collection and reporting as follows: (1) Task 1.1 – Physical Monitoring: Bathymetric and Beach Monitoring and Tidal Monitoring: $18,713; and (2) Task 1.3 – Reporting: $2,282. The remaining $54,000 is distributed over 6 years as indicated in the table above for ongoing trail maintenance, and invasive plant removal and restoration along the North Shore Trail (Including establishment and maintenance of a Native Plant Demonstration Garden adjacent to the Park Hyatt – Aviara trailhead). The remaining $705,594 of the approved project funds are to be held pending review of the report of the results of the study report, review by the Agricultural Conversion Mitigation Fee Committee, and approval by the Carlsbad City Council (expected to start in the Spring of 2017). If the balance of funding is approved for release by the City, a revised funding schedule, and project schedule and milestones will be submitted. Disbursement Schedule The Batiquitos Lagoon Foundation (BLF) requested disbursement of $18,000 to cover the then existing shortfall and funding for the remainder of 2013 through June 2014. The City of Carlsbad provided the funds on July 30, 2013. Project Schedule and Milestones The following summarizes the key task schedule and completion milestones for the project. Task Start Completion Completion Milestone Year 1: Data Collection, June 5, 2008 Completed April 10, 2009 Completed report send to City of Date Funding Requested Date Funded Amount Requested Amount Funded Cumulative Funding Expenses to Date Funded Balance Remaining June 5, 2008 June 5, 2008 $23,995 $23,995 $23,995 $30,911.08 (-$6,916.08) June 25, 2013 July 30, 2013 $18,000 $18,000 $41,995 $28,180.88 $13,814.12 3 Physical Monitoring (Bathymetric and Beach Monitoring and Tidal Monitoring Carlsbad and California Department of Fish and Game Year 1: Maintenance Activities June 5, 2008 Completed June 4, 2009 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 2: Maintenance Activities June 5, 2009 Completed June 4 2010 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 3: Maintenance Activities June 5, 2010 Completed June 4, 2011 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 4: Maintenance Activities June 5, 2011 Completed June 4, 2012 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 5: Maintenance Activities June 5, 2012 Completed June 4, 2013 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 6: Maintenance Activities October 1, 2013 Completed October 31, 2013 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 7: Maintenance Activities October 1, 2014 Completed October 30, 2014 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation 4 Year 8: Maintenance Activities October 1, 2015 Completed October 30, 2015 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 9: Maintenance Activities November 1, 2016 November 18, 2016 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 10: Maintenance Activities October 1, 2017 October 1, 2017 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 11: Maintenance Activities October 1, 2018 October 1, 2018 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 12: Maintenance Activities October 1, 2019 October 1,2019 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Year 13: Maintenance Activities October 1, 2020 October 1, 2020 Submission of summary report of maintenance activities by the Batiquitos Lagoon Foundation Project Status Task 1.1 – Physical Monitoring: Bathymetric and Beach Monitoring and Tidal Monitoring: Completed Task 1.2 – 2.0: Funding release held pending completion of the 10-year post- restoration monitoring report (completed in October 2009) and review by the City of Carlsbad. The Batiquitos Lagoon Foundation has had a number of meetings with city officials and is expecting to make a formal request for funding release in the December 2011 – January 2012 timeframe. The request will be submitted through the Ag Mitigation Committee for initial review and recommendation. An issue summary and 5 timeline of events that is being used during discussions with city officials is provided below. Purpose: To discuss the BLF’s concern of the deteriorating health of Batiquitos Lagoon Ecological Reserve, and proactive strategies that will lead to its sustainable health following completion of the Batiquitos Lagoon Enhancement Project (BLEP). 1. Summary background: Framing the issue in terms of the BLEP and post-BLEP events; review of satellite images depicting the changes taking place; highlights of the 10 year monitoring report; impact considerations (e.g., current economic challenges (state, local)); and review of the historical time line. 2. Discuss proactive opportunities to sustainable health of Batiquitos Lagoon Ecological Reserve, including: establishing creative stakeholder partnerships (e.g., BLF, City of Carlsbad, California Department of Fish and Wildlife (CDFW), NOAA, U.S. Fish and Wildlife Service); buying stakeholder’s time through the available AG Mitigation Conversion Fee Grant to the BLF to: develop a draft management plan specific to Batiquitos Lagoon Ecological Reserve that establishes a sustainable management roadmap; continue the monitoring and collection of key scientific data to better understand the lagoon’s complex and dynamic ecosystem; and to establish key management decision making triggers to enable lagoon management and stakeholders to be proactive in taking corrective action. 3. Discussion of next steps, including: What are the City of Carlsbad’s thoughts about our concerns?; Would the City be willing to partner and work with the BLF and other stakeholders in developing a strategy to ensure sustainable health for Batiquitos Lagoon Ecological Reserve?; and, Is releasing the awarded AG Mitigation Conversion Fee grant funding to the BLF an opportunity to buy all stakeholders time, develop a management plan with appropriate approvals, decide how the lagoon can be effectively managed (e.g., CDFG managed with monitoring by stakeholders; create a formalized partnership with stakeholders), and ensure that reserve’s health does not continue to degrade and further escalate the issue? Key Event / Milestones Date(s) California Coastal Conservancy begins Enhancement Plan Development 1987 Port of LA, City of Carlsbad, U.S. Fish & Wildlife Service (USFWS), California Department of Fish & Game (CDFG), State Lands for and Sign MOA – Note: City of Carlsbad responsible for environmental reviews, obtaining permits, construction oversight, & long term monitoring 1987 Final design, environmental reviews, & permitting conducted; 2 law suits successfully defended 1987 - 1994 Batiquitos Lagoon Enhancement Project (BLEP) March 1994 - 1997 Dredging sand from coastal basin 1994 - 1995 6 Dredge of fines materials from East Basin to Central Basin 1995 - 1996 Restoration work completed March 6, 1996 Dredge West Basin Sand to Cap Central Basin 1996-1997 Re-contouring enhancement area prior to nesting season 1st Quarter 1997 $8.4 Million maintenance account established; CDFG assumed maintenance responsibilities. The interest associated with this account was intended to offset annual ecological reserve maintenance costs (e.g., Least tern nesting sites, periodic maintenance dredging). June 1, 1997 Draft Land Management Plan prepared by CDFG of ongoing maintenance tasks – Never Finalized or formally reviewed/approved/accepted May 1997 BLEP 10 year monitoring program (focus on biological & public use; physical / bathymetric monitoring not included) January 1996 – November 2006 The BLF was notified that Grant Proposal No. AGP 06-12 had been awarded and $780,589 was encumbered, with $74,995 being available in support of restoration ($54,000) and for development of a Bathymetric and Tidal Assessment Report for inclusion in the Batiquitos Lagoon Enhancement Project’s (BLEP) post- restoration 10-Year Monitoring Report ($20,995) March 3, 2008 The grant agreement was signed and executed by Mayor Lewis, followed by the issuance of the first funding installment shortly thereafter. April 14, 2008 Physical / Bathymetric report formally submitted to BLEP MOA members by the BLF April 9 and10, 2009 Final 10 year monitoring report published – Includes physical / bathymetric study report results. (~4 years has elapsed between end of monitoring & publishing of final report) October 2009 Stakeholders (e.g., NOAA, CDFG, CA State Lands, City of Carlsbad, BLF) hold series of meeting to address dredging issue. Key planning meeting held to address test core sampling & funding issues. August 20, 2009 Amendment 1 to 1987 presented to Carlsbad City Council and resolution 2010-071 adopted authorizing Mayor Lewis to sign it. Makes changes to maintenance and management funding account to address dredging to keep the lagoon open to tidal flushing; forms Steering Committee (City of Los Angeles elected not to be April 6, 2010 7 a participant), Carlsbad’s City Manager or designee to represent Carlsbad; “Carlsbad agrees that it shall use its best efforts in enforcement of local environmental and planning ordinances with respect to property owners within its jurisdiction, and in working with other local jurisdictions, to minimize the amount of sediment transported to the Lagoon by upstream runoff within the Lagoon’s watershed area; adds Alternative Funding Mechanism to include, but not precluding, participation of other entities in funding maintenance activities and also the purchase of dredged sand from the Lagoon by other entities. Under leadership by NOAA, stakeholders hold meetings to address the critical dredging project needs for 2010. CDFG is not able to complete permitting and other project requirements for a fall 2010 dredge. Project continued to fall 2011 to coincide with the end of the nesting season May – September 2010 CDFG works to complete permitting and other dredging requirement in effort to meet September 2011 start of dredging. Includes awarding consulting contract to assist in completing project activities leading to approval of all permits and awarding dredge contract. Note that because dredge cannot be towed into position, it must be physically assembled at E1 (e.g., I-5 La Costa Avenue Park & Ride) and towed to western end of the lagoon’s middle basin. Dredging will be confined to western end of middle basin and western basin; no dredging on rest of middle basin or eastern basin. Merkel & Associated awarded contract to manage the dredging operation. A target of 117,000 cubic yards of sand has been established. Dredging must be completed by March 1, 2012 prior to the start of the California Least tern nesting season. Expected to be completed by July 2011 [delayed due CA’s budgetary problems, staffing shortages, and obtaining permits], with dredge assembly to begin ~ November, 2011 at E1. Meeting held with Carlsbad City Manager, Lisa Hildabrand and Assistant City Manager John Coates to discuss the issue and concerns February 23, 2011 Meeting held with City of Carlsbad Parks & Recreation Director, Chris Hazeltine & Steve Jantz, Lagoons Liaison April 5, 2011 Lagoon Dredge by California Department of Fish and Wildlife (CDFW) conducted and completed in February 2012. The target was removal of ~ 118,000 cubic yards of sand. Unfortunately, less than 114,000 cubic yards of sand was removed, February 2012 8 with significant channel restriction remaining that is inhibiting tidal flushing. Because of the dredge expense, the lagoon maintenance trust fund principle was tapped resulting in less trust fund interest being earned needed to keep the fund solvent. Plans prepared, strategies defined, and meeting scheduled with the BLF, CDFW and the City of Carlsbad with the objective of obtaining funding release for management plan development and ongoing management and monitoring of the BLER. December 2014 through June 2015 [Could not schedule with CDFW] Plans and permitting for another lagoon dredge are being prepared by CDFW, with an expected dredge target of ~ 118,000 cubic yards of sand being removed. High priority is expected to be given to removing sand that is currently restricting the channel in the western and middle basins. Funding support from SANDAG is expected. September 2015 – March 2016 Canceled – CDFW had funding (SANDAG decided not to help with funding) and Timing issues Planning is underway for a maintenance dredge in the fall of 2017 following the end of the nesting season. September 2017 – March 2018 The BLF is currently working with the CDFW and the City of Carlsbad on a strategy for updating the management plan strategy for the BLER and then schedule meetings with the City of Carlsbad to work towards releasing the held-back funding. We expect to begin these discussions leading to a decision to release the funding during the winter and spring 2016-2017 timeframe. Task 3.0 Maintenance Activities  Through careful project management, the BLF has leveraged the maintenance funding portion of the grant. This translates into more years of support for invasive plant removal, restoration, trail maintenance, and associated maintenance activities  Batiquitos Lagoon Foundation volunteers continued work including: invasive plant removal; restoration; trail maintenance; and various maintenance activities in support of California Department of Fish and Wildlife associated with the Batiquitos Lagoon Ecological Reserve.  Replaced frayed rope fencing along the North Shore Trail.  Installed water diverters to correct erosion problem along the Kumeyaay Trail. 9  Removed invasive plant material (e.g., Tamarisk, Arundo Donax, Castor Bean, Fennel, and Wild Radish).  Continued the expansion of our public volunteer base for invasive plant removal, restoration and trail maintenance by offering regular work opportunities on the 1st and 3rd Saturday’s of every month, 12 months per year. Our program is very well attended by families, high school students and students from local colleges and universities.  Formulated and conducted a major Eucalyptus tree trimming/removal effort to improve public safety along the trail. Working in concert with CDFW and Aviara Master [Homeowners] Association, CEQA requirements were met and removal authority was given. Over 70 trees were identified. The first phase of the project was successfully completed, with Phase 2 still pending.  Significant work by volunteers resulted in a number of trail improvements, invasive plant removal, brush removal, and trail drainage improvements. Over a mile of rope fencing was replaced.  A major legal issue with the Aviara Master (Homeowners) Association has impacted our trail maintenance, restoration and volunteer work on portions of the North Shore Trail. The Batiquitos Lagoon Foundation General Council is actively working on this issue and we expect to successfully resolve it by early 2015. The issue concerns: the use of volunteers rather than contractors; the use of tools, equipment and trail vehicles on the trail by volunteers; and volunteer liability insurance coverage. Work on CDFW and Park Hyatt – Aviara properties is unaffected, as is the BLF’s right-of-access to use the North Shore Trail. Note: the BLF holds the trail and open space easement for Aviara’s property within and adjacent to the Batiquitos Lagoon Ecological Reserve. This easement was passed to the BLF by the California Coastal Commission and was part of their conditions for the Aviara Development Project Coastal Development Plan approval.  The legal issue with Aviara Master (Homeowners) Association has been successfully resolved (see previous bullet item). Note: Project funding is being effectively managed and leveraged with our large base of volunteers. A number of local businesses and church groups also routinely have helped with needed equipment and materials. As a result, grant funding for maintenance activities is expected to be available for use for additional years, now projected to be through 2020. 1 November 15, 2016 Agricultural Conversion Mitigation Fee Grant Project Status Summary 2 Batiquitos Lagoon North Shore Trail Restoration Phase 2 Project Grant No. AGP 13-02, Agreement Pending (BLF Grant Class G-24) Funding Total Grant Award: $20,733. Grant Agreement AGP 13-02. First funding installment [Full]: $20,733. Grant funding expenses to date: $41.77. Grant balance remaining: $20,691.23. Total grant award funding remaining: $20,691.23. Budget and Disbursement Schedule Updated Project Schedule Task Estimated Start Actual Start Estimated Completion Actual Completion Completion Milestones 1. 1. Project Start-up and team organization, and detailed project planning. April 2016 April 2, 2016 May 2016 May 28, 2016 Project planning was completed and the project was made an integral part of our regular Weed-whacking / Trail Maintenance volunteer program. Date Funding Requested Requested Amount Date Funded Amount Funded Expenses to Date Disbursed Balance Remaining Total Grant Balance Remaining Grant Award Amount March 8, 2016 $20,733 03/16/2016 $20,733 $41.77 $0 $20,691.23 2 2nd year planning effort. March 2017 April 2017 2. Site assessment, initial site clean-up, implementation and advanced equipment / materials purchases. April 2016 April 2, 2016 June 2016 May 21, 2016 Our initial site assessment was completed and invasive plants and trees were identified. The site boundary was staked out and the recycled water access system was surveyed. 3. Restoration area preparation including invasive plant and tree trimming / removal, and area clean-up. 2nd effort. April 2, 2016 March 2017 April 2, 2016 December 2016 May 2017 4. Restoration area planting 2nd Planting December 2016 September 2017 March 2017 November 2017 5. Maintenance / weeding / watering. December 2016 April 2018 6. Project monitoring, data collection and reporting. January 2017 May 2018 Project Status  Request for initial [full] disbursement and agreement request submitted March 8, 2016.  Receipt of agreement and execution occurred on March 16, 2016.  Site preparation work began on April 2, 2016 using our weed- whacking/Trail Maintenance volunteer work crew. The work consisted of 3 clearing invasive plants, eucalyptus trees, as well as identifying invasive palm trees for eventual removal. Accumulated ground debris was removed. Removed eucalyptus tree limbs and trunks were cut into manageable lengths for off-site removal. Chipping of branches and limbs was also accomplished, with the chips used throughout the trail system.  Conducted a number of volunteer events from area and regional businesses and organizations (e.g. REI, EI Lilly, and Solana Beach Presbyterian Church).  More work is needed to further remove remaining eucalyptus limbs and saplings. We also will be performing more green-waste removals over the next few months.  We are now finalizing our planting pallet for restoration planting of native trees and plants. We expect to place our first tree and plant order in late November 2016.  Due to our new nature center project, we got behind schedule. Status of Agricultural Mitigation Fee Grant 2016 (AGP 06-13 Agua Hedionda Lagoon Foundation Trails Program) Total Funding: $305,750.00 Milestone/Task Approximate Date of Completion Approximate Cost Funding Spent to Date Distributed Funds Remaining to be Spent Phase 1 1.1 Removal of invasive species and other improvemenets for Hubbs Trail Completed $13,115.67 $13,115.67 $0.00 1.2 Discovery Center/DFG Trail Improvements Completed $20,000.00 $20,000.00 $0.00 1.3 Ongoing Maintenance Years 1- 5 Completed $15,000.00 $15,000.00 $0.00 PHASE 1 TOTALS $48,115.67 $48,115.67 $0.00 Milestone/Task Approximate Date of Completion Approximate Cost Funding Spent to Date Distributed Funds Remaining to be Spent Phase 2 2.0 Trail System Maintenance Years 5- 10 and Trail Advisor Salary Jun-17 $69,520.00 $55,934.50 $13,585.50 2.1 Kelly trail Maintenance and Improvements Completed $1,560.34 $1,560.34 $0.00 2.2 Public Access Easement Maintenance and Improvements Apr-17 $16,500.00 $5,726.16 $10,773.84 2.3 Hubbs Trail Maintenance and improvements Apr-17 $20,000.00 $4,336.71 $16,034.25 2.4 Discovery Center Trail Maintenance and Improvements Apr-17 $16,000.00 $5,080.06 $10,919.94 PHASE 2 TOTALS $123,580.34 $72,637.77 $51,313.53 Total Funding Spent to Date: $204,677.43 Total Remaining Funding: $101,443.53  Undistributed Funding: $50,130.00  Total Funding Remaining to be Spent: $51,313.53 Agua Hedionda Lagoon Trails and Identified Tasks Completed 2016: 2.0: Trail System Maintenance Years 5-10  Monitor Trails and Public Access Easements weekly.  Involved community in trail maintenance though monthly cleanup events and by creating new volunteer Trail Captain Positions.  Worked with CDFW to identify threatening invasive species.  Worked with the city to identify possible sites for trail connection and construction. 2.2: Public Access Easement Maintenance and Improvements  Worked with CCC and Cade Easement (CDP 6-96-159) to allow installation of a trailhead kiosk.  At the City’s request, retrofitted both trailheads of L&R easement (CDP 6-88-477) to meet ADA compliance regulations.  Repaired Split Rail fence along L&R easement.  Updated regulatory signage on L&R easement to meet needs of AHLF and local homeowners.  Applied for Costal Development Permit to allow repairs of a 40’ section of concrete sea-wall.  Repaired aforementioned seawall and installed preventative erosion control measures.  Cleared the trail of encroaching vegetation  Removed sections of invasive Algerian Sea Lavender (Limonium ramosissimum). o Algerian Sea Lavender poses a serious threat to existing stands of pickleweed (Salicornia spp.) and other nesting sites for coastal bird species.  Maintained previously planted native garden section near Cade easement trailhead.  Monitored 4 Open Space Easements for possible violations. Milestone/Task Approximate Date of Completion Approximate Cost Funding Spent to Date Distributed Funds Remaining to be Spent Phase 3 3.0 Trail Construction TBD $0.00 $0.00 $0.00 3.1 Discovery Center Trail Construction Completed $83,923.99 $83,923.99 $0.00 PHASE 3 TOTALS $83,923.99 $83,923.99 $0.00 2.3 Hubbs Trail Maintenance and Improvements  Work with Carlsbad PD to prevent graffiti, campfires, and NCTD trespassing.  Installed trailhead kiosk with help from local Eagle Scout Program and the CCC.  Reinstalled 1000’ section of straw-wattles and other erosion control structures.  Installed new signage to keep hikers on the trail.  Added 4 new commemorative benches.  Improved pre-existing AHLF Trail Captain Program for better community engagement.  Acquired $7500 in outside funding for continued Hubbs Trail maintenance 2.4 Discovery Center Trail Maintenance and Improvements:  Removed sections of invasive Algerian Sea Lavender (Limonium ramosissimum).  Removed overgrowth on and adjacent to the trail following nesting season.  Reinforced existing trail edging.  Installed informational kiosk with help of CCC and local Eagle Scout Program.  Installed erosion control structures with help of volunteers. 3.1: Discovery Center Trail construction:  Further developed 4 educational nodes along the trail. o Students learn about Carlsbad history, Native American history, and Community factors that affect the environment in an outdoor setting.  Adapted pre-existing Discovery Center trail to connect with new section.  Retaining walls completed.  Curbing and edging completed.  Resurfaced area with stabilized DG to allow for permeability and minimal maintenance.  Cleared Bio-swale section of invasive plant species.  Installed “Arc-Dig” section for visitors to actively learn about the fossil record.  Added native vegetation to new trail and surrounding area.  Used area as a launching point for other community outreaches. Agua Hedionda Lagoon Trails and Work Tasks in Progress 2016:  Installation of kiosks on all trails and public access easements  Finish interpretive signage installation for new Discovery Center Trail.  Assessing possible encroachments on Abeledo easement.  Long-term management for Hubbs trail hillside. o Assessing new techniques to protect the hillside. Including fencing, stabilized planters, and community awareness.  Initial planning for an expansion to the Kelly trail.  Assessing possibility of a trail expansion to Cade, Gallagher, and Abeledo easements. Carlsbad Ranch Company Grant Update- Floral trade Center and Marketplace Project October 25, 2016 Pursuant to the recommendation of the advisory committee, the Carlsbad City Council approved a series of grants, directed at enhancing the long term sustainability of agriculture in the area designated for agriculture proximate to Cannon road. This is the third report submitted to the advisory committee on the project status Our project envisioned the addition of specialty food crops to the existing floral production, coupled with a series of facilities for distribution of onsite production, as well as the translation from farm to table products, in an environment analogous to the Flower Fields. In doing so, the project is intended to increase the value of the production, to enhance the access of the Carlsbad community and its visitors to the agricultural areas and experience, and to create a lively place for engagement with agricultural production. The project, now named North 40 Urban Farm, was introduced on our website at http://www.carlsbadnorth40.com. The complexity of the project required multiple initiatives, 3 of which were supported by the grants from the mitigation fund.  AGP 13-03—Orchard, Fields and Floral Trade Center Access As reflected in the last report, this project has been completed and entry improvements are in place with associated landscaping substantially matured ($600,000). The completed work has made a significant difference in field operations.  AGP 13-04—Floral Trade Center Improvements Although site grading has been initiated, issues related to financing overall site development and tenant mix have led to an extended delay and an uncertain time frame to commence construction. We expect to resolve the timing within 6 months. Given the delay, however, we may be proposing a modification to the grant ($162,833.53) that would permit accommodation of onsite coolers for current cut flower operations in a manner that will also support the wholesale distribution.  AGP 13-05—Orchards and Field Crop Installation and Development As noted in the last report, crop installation and related field preparation and infrastructure began shortly after the grant ($271,000) was confirmed.  The blueberry crops reached maturity early and we had significant production, a portion of which was sold through farm stand distribution. We expect material commercial production continuing and we are exploring vehicles for sale and distribution.  For the second year, a small harvest of hops was distributed to the prospective brewer tenants who produced a limited run of North 40 beer, including one flavored with blueberries. We continue to select for varieties that will succeed best in this location.  The more than 600 olive trees planted to date are thriving and a test harvest of fruit and milling to olive oil has been completed.  The coffee planted last year suffered through the heavy windstorms earlier this year but seem to have recovered. We expect fruit production within 2 years. .. . Additional Funding Cultural and installation costs continue to be incurred and distribution of grant funds for 2015-16 ($40,000) and 2016-17 ($55,000) required for the project will be requested to support the operation. The grant support has been critical to the initiation of the project and we continue to be appreciative for this funding. Please let us know if you require further information.