HomeMy WebLinkAbout2018-09-25; City Council; ; Agricultural Conversion Mitigation Fee Ad Hoc Citizen's Advisory Committee Project and Funding Recommendations for City Council approvalCA Review --£
~ CITY COUNCIL V Staff Report
Meeting Date:
To:
From:
Staff Contact:
Subject:
September 25, 2018
Mayor and City Council
Scott Chadwick, City Manager
Pam Drew, Associate Planner
Pam.Drew@carlsbadca.gov or 760-602-4644
Agricultural Conversion Mitigation Fee Ad Hoc Citizen's Advisory
Committee Project and Funding Recommendations for City Council
approval.
Recommended Action
As recommended by the Agricultural Conversion Mitigation Fee Ad Hoc Citizen's Advisory
Committee, adopt a Resolution allocating funds from the Agricultural Conversion Mitigation Fee
(ACMF) Fund to the: 1) Buena Vista Audubon Society (BVAS) in the amount of $50,000; 2) Agua
Hedionda Lagoon Foundation (AHLF) in the amount of $50,000 and 3) Batiquitos Lagoon
Foundation (BLF) in the amount of $49,893, and authorizing the Mayor to execute a Letter of
Agreement with the grant recipi~nts itemizing the agreed-upon project milestones and the
associated timing of the release of funds.
Executive Summary
On February 27, 2018, the City Council authorized the Agricultural Conversion Mitigation Fee Ad
Hoc Citizen's Advisory Committee (Committee) to solicit and evaluate proposals for ACMF
funding consideration based on the available fund balance and provide recommendations to the
City Council to award those funds. Between March 30, 2018, and May 30, 2018, the Committee
accepted grant applications for ACMF funding. Three organizations submitted grant proposals
(see exhibits 3, 4, and 5). The total amount of funding requested is $149,893, which is
approximately $57,000 less than the grant funds that are available. Although the City Council's
authorization eliminated a $50,000 grant cap recommended earlier by the Committee and there
was not a cap noted in the grant advertisement, the three organizations each submitted
proposals not exceeding $50,000.
The Committee met on July 26, 2018, and received PowerPoint presentations from the three
non-profit organizations that submitted grant proposals. After some discussion, the Committee
recommended that the City Council fund all three grant applications in full.
Discussion
The Agricultural Mitigation Fee program was established by City Council in 1985 through an
amendment to the city's Local Coastal Program (LCP). This program was initially administered by
the State through the California Coastal Conservancy. In 1997, the city requested that the funds
and the administration of the program be turned over to the city. The request was subsequently
approved by the Conservancy. In August 2005, the City Council adopted Resolution 2005-242
forming the Agricultural Conversion Fee Ad Hoc Citizen's Advisory Committee. The fundamental
charge of the Committee is to make recommendations to the City Council for proposed September 25, 2018 Item #5 Page 1 of 55
expenditures from the Agricultural Conversion Mitigation Fee Fund (ACMF Fund) in keeping with
the mandates established by Carlsbad Municipal Code (C.M.C.) Section 21.202.060.
The city collects a mitigation fee of $10,000 per acre as coastal agricultural lands that are subject
to the fee convert to urban uses. These fees have been set-aside in the ACMF Fund dedicated to
providing eligible project grants that the Committee recommends to the City Council for
appropriation of funds. This fee is separate and distinct from the mitigation fee established by
Section 301717.5 of the Public Resources Code, which applies to certain properties outside the
Mello I and II segments of the city's LCP, which is collected and administered by the State Coastal
Conservancy and has different expenditure priorities.
Below are the eligible project categories for which ACMF funds may be used as defined in
Carlsbad Municipal Code (C.M.C.) Section 21.202.060{D)(2):
A. Restoration of the coastal and lagoon environment including but not limited to
acquisition, management and/or restoration involving wildlife habitat or open space
preservation.
B. Purchase and improvement of agricultural lands for continued agricultural production, or
for the provision of research activities or ancillary uses necessary for the continued
production of agriculture and/or aquaculture in the city's Coastal Zone, including but not
limited to, farm worker housing.
C. Restoration of beaches for public use including but not limited to: local and regional sand
replenishment programs, vertical and lateral beach access improvements, trails, and
other beach-related improvements that enhance accessibility, and/or public use of
beaches.
D. Improvements to existing or proposed lagoon nature centers.
The three funding proposals are presented below. For each, a summary of the description
provided in the grant application is included. The eligible project category that applies to each is
also identified.:.
AGP 18-01-Buena Vista Audubon Society Boardwalk Grant Proposal (Eligible Project Category:
81
The BVAS requested $50,000 to build a boardwalk along a seasonally flooded stretch of trail to
the southeast of the nature center, within the Buena Vista Lagoon Ecological Reserve. The area
of the trail that is seasonally underwater is 340 feet long. Although the nature center and
proposed boardwalk are located within the City of Oceanside, the center and trail, and overall
restoration and management of the lagoon, benefit residents of the City of Carlsbad. The city has
previously awarded grant funds for other lagoon nature center and trail improvements at the
Buena Vista Lagoon in Oceanside; therefore, this project is eligible to receive grant funding. The
trail is a fourth mile long and loops around a duck pond and includes two public viewing areas.
The trail allows visitors to observe wildlife and native plants.
If ACMF funds are awarded, the boardwalk will be located above the 100-year floodplain to allow
the trail to be used year around. The boardwalk will be 340 feet long and six feet wide and
supported on 1.5-foot high galvanized steel footings. The boardwalk will be constructed of
prefabbed pressure-treated (chemical-free) yellow pine deck panels with 2-foot by 4-foot yellow
pine curbing on the edge of the panels.
September 25, 2018 Item #5 Page 2 of 55
The anticipated timeline to construct the boardwalk is approximately seven months after
receiving funding. The total cost of the boardwalk is estimated at $75,000; however, BVAS is
requesting $50,000 from the ACMF fund and will be able to provide the remaining $25,000 from
another funding source.
AGP 18-02 -Agua Hedionda Lagoon Foundation Interpretive Signage Master Plan & Sustainable
Landscape Exhibit Grant Proposal (Eligible Project Categories: A & D)
The AHLF requests $50,000 for an interpretive signage master plan and a sustainable landscape
exhibit. The grant funding will be used to design, construct, replace and install interpretive
signage at the AHLF Discovery Center and on public trails to help educate visitors and hikers. The
signage will consist of identification for all native fauna species present at the center,
informational topics relevant to the Agua Hedionda Lagoon (AHL), the trail's heritage, public
access areas, and water conservation practices. Signage will also be installed on the live animal
exhibits at the Discovery Center. The signs will accurately portray the role of the hosted species
in a native environment and will cover conservation challenges faced by the species.
If awarded, funds from the grant will also be used to install a new sustainable landscape exhibit,
which will depict and outline responsible water management practices. The sustainable
landscape exhibit will be a 1,500 square-foot garden located at the Discovery Center. The exhibit
will demonstrate various uses of native plants for water management, drought-tolerant
landscaping and water conservation. Through the exhibit students and visitors would see new
and interesting ways to maintain a beautiful, environmentally-friendly and sustainable garden at
their home or business.
The exhibit will also include three community planter boxes/beds to be maintained by local
schools or community groups. The community planter boxes/beds will be provided at no cost to
the maintaining group and will provide students or group members a chance to learn about
agriculture and water conservation with a hands-on project.
The anticipated completion timeline for the signage to be installed is July 2019. The sustainable
landscape exhibit and three community planter boxes/beds are expected to be completed by
December 2019.
AGP 18-03 -Batiguitos Lagoon Foundation North Shore Restoration Grant Proposal (Eligible
Project Category: A)
The BLF requests $49,893 for phase four of a multi-phased wetland, riparian and coastal sage
scrub habitat restoration project within the Batiquitos Lagoon Ecological Reserve (BLER), located
on the north shore of the BLER, between the railroad tracks and Highway 5. The project includes
' replacing invasive eucalyptus and palm trees with Torrey Pine trees and other native California
coastal trees to create better nesting, roosting and foraging habitat for native birds and to
remove and replace invasive plants with native plants. The restoration project will include the
removal of dead plant material that poses a significant fire hazard. The restored area will also
help control erosion and improve slope stability.
If funds are awarded, the anticipated timeline to start the restoration project is approximately
two weeks after a signed agreement. The project will take approximately 17 months to complete.
September 25, 2018 Item #5 Page 3 of 55
All three grant proposals are compliant with the Coastal Agricultural Overlay Zone, Section
21.202.060(D)(2) of the Carlsbad Municipal Code (C.M.C.), which states the allowable uses for
the fund. All three projects will restore lagoon environments (Project Category A). Furthermore,
the AHLF's project will also improve their nature center (Project Category D). Based on their
compliance with this Section of the C.M.C. and the above information, staff supports approval of
the Committee's recommendations.
Fiscal Analysis
As of June 30, 2018
Cash in ACMF Fund $ 890,404.00
Previously awarded projects ($124,765.00) (appropriated and not dispersed)
Administrative fee ($ 2,946.00)
Awarded ' ($ 555,594.00) (not appropriated) '
Currently available ACMF funds $207,099.00
Proposed allocation $ 149,893.00
Remaining ACMF funds $ 57,206.00
Next Steps
Staff will work with the City Attorney's office in drafting funding Agreements with the three
grantees and attaining the required signatures.
At a future meeting, the Committee will likely discuss the status of remaining ACMF funds.
Potential Committee actions could include recommending another round of grant applications
or delaying such a recommendation until additional funds accumulate.
Environmental Evaluation (CEQA)
Because the activity of awarding funds will not result in any development, construction,
alteration of land, or other activity that could cause a significant effect on the environment, it is
exempt from environmental review pursuant to CEQA Guidelines Section 15061(b)(3), which
states that "CEQA applies only to projects which have the potential for causing a significant effect
on the environment. Where it can be seen with certainty that there is no possibility that the
activity in question may have the potential for causing a significant effect on the environment,
the activity is not subject to CEQA." The projects to which the funding is applicable will be
evaluated pursuant to CEQA at the time development plans for those projects are submitted to
the city or other lead permitting agency for review (i.e. California Coastal Commission,
Department of Fish & Wildlife and the City of Oceanside). At this time there is insufficient
information to determine whether the projects will result in any significant environmental
impacts. This action (allocating funds to the three projects) also does not constitute a project
under CEQA Guidelines section 15352(b) because it does not commit the city to a particular
course of action regarding the project.
Public Notification
The Committee's grant solicitation advertisement was published in the Coast News on March 30,
2018. The public meeting notice for the Committee's meeting was published in the Union-Tribune
September 25, 2018 Item #5 Page 4 of 55
on July 18, 2018 and was posted on the city's website. An email notification to a list of individuals
and organizations expressing interest in the Committee meetings was also sent out. In addition,
this item was noticed in accordance with the Ralph M. Brown Act and was available for viewing
at least 72 hours prior to the meeting date.
Exhibits
1. City Council Resolution
2. Draft Minutes from the July 26, 2018 Committee Meeting
3. AGP 18-01-Buena Vista Audubon Society Grant Proposal
4. AGP 18-02 -Agua Hedionda Lagoon Foundation Grant Proposal
5. AGP 18-03 -Batiquitos Lagoon Foundation Grant Proposal
September 25, 2018 Item #5 Page 5 of 55
RESOLUTION NO. 2018-172
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, ALLOCATING FUNDS FROM THE AGRICULTURAL CONVERSION
MITIGATION FEE FUND TO THE: 1) BUENA VISTA AUDUBON SOCIETY; 2)
AGUA HEDIONDA LAGOON FOUNDATION AND 3) BATIQUITOS LAGOON
FOUNDATION, AND AUTHORIZING THE MAYOR TO EXECUTE A LETTER OF
AGREEMENT WITH EACH GRANT RECIPIENT.
CASE NAME: AGRICULTURAL CONVERSION MITIGATION FEE AD
HOC CITIZEN'S ADVISORY COMMITTEE FUNDING
RECOMMENDATIONS
CASE NO.: AGP 18-01, AGP 18-02, AGP 18-03
WHEREAS, on February 27, 2018, the City Council authorized the Agricultural Conversion
Mitigation Fee Ad Hoc Citizens Advisory Committee (Committee) to solicit and evaluate proposals for
Agricultural Conversion Mitigation Fee (ACMF) funding consideration based on the available fund
balance and provide recommendations to award those funds; and
WHEREAS, between March 30, 2018 and May 30, 2018, the Committee accepted grant
applications for ACMF funding; and
WHEREAS, three organizations submitted grant proposals; and
WHEREAS, the total amount of funding requested is $149,893, which is approximately $57,000
less than the grant funds that are available; and
WHEREAS, the Committee met on July 26, 2018 and received PowerPoint presentations from
the three non-profit organizations that submitted grant proposals; and
WHEREAS, after some discussion, the Committee recommended that the City Council fund the
three grant applications in full; and
WHEREAS, Buena Vista Audubon Society (BVAS) requests $50,000 (AGP 18-01) to build a
boardwalk along a seasonally flooded stretch of trail to the southeast of the nature center, within the
Buena Vista Lagoon Ecological Reserve; and
WHEREAS, the Agua Hedionda Lagoon Foundation (AHLF) requests $50,000 (AGP 18-02) for an
interpretive signage master plan to design, construct, replace and install interpretive signage at the
AHLF Discovery Center and on public trails, and a sustainable landscape exhibit; and
WHEREAS, the Batiquitos Lagoon Foundation (BLF) requests $49,893 (AGP 18-03) for a multi-
phased wetland, riparian and coastal sage scrub habitat restoration project within the Batiquitos
September 25, 2018 Item #5 Page 6 of 55
Lagoon Ecological Reserve (BLER), located on the north shore of the BLER, between the railroad tracks
and Highway 5; and
WHEREAS, all three grant proposals are compliant with the Coastal Agricultural Overlay Zone,
Section 21.202.060{D)(2) of the Carlsbad Municipal Code (C.M.C.), which states the allowable uses for
the fund; and
WHEREAS, two of the allowable uses are to restore lagoon environments and improve nature
centers; and
WHEREAS, though the BVAS funding request would help construct a boardwalk in a portion of
the Buena Vista Ecological Reserve in the City of Oceanside, the reserve straddles the
Carlsbad/Oceanside boundary and improvements such as the boardwalk would be enjoyed by Carlsbad
residents; and
WHEREAS, all three projects will restore lagoon environments (Project Category A); and
WHEREAS, the AHLF's project will also improve their nature center (Project Category D).
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the City Council herby approves the allocation and appropriation of grants from
the ACMF fund to the: 1) Buena Vista Audubon Society in the amount of $50,000 (AGP
2018-01); 2) Agua Hedionda Lagoon Foundation in the amount of $50,000 (AGP 2018-
02) and 3) Batiquitos Lagoon Foundation in the amount of $49, 893 (AGP 2018-03),
subject to the following:
3. That the Mayor is hereby authorized to execute a funding agreement with each grant
recipient, approved as to form by the City Attorney, itemizing the agreed upon
milestones and the agreed upon timing of the release of funds.
4. The Finance Director is hereby authorized to disburse said funds according to the terms
of the approved funding agreements.
September 25, 2018 Item #5 Page 7 of 55
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of
Carlsbad on the 25th day of September, 2018, by the following vote, to wit:
AYES:
NOES:
ABSENT:
K. Blackburn, M. Schumacher, C. Schumacher, M. Packard.
None.
M. Hall.
(SEAL)
September 25, 2018 Item #5 Page 8 of 55
& Mi';;~~;;ONVERSION MITIGATION FEE COMMITTEE
Thursday, July 26, 2018
EXHIBIT 2
City Council Chamber
1200 Carlsbad Village Drive
Carlsbad, CA 92008
1. CALL TO ORDER: Chair Larson called the meeting to order at 9:00 a.m.
ROLL CALL:
ABSENT:
STAFF PRESENT:
Chair Larson; Committee members Meenes, Alfrey, Alkire, Flock and
Smerdu
Committee member Greenfield
Associate Planner Drew and Minutes Clerk Brown
2. APPROVAL OF MINUTES:
Minutes of the October 26, 2017, was approved (5/1/1 Greenfield absent, Meenes
abstained).
3. INFORMATIONAL ITEM:
Associate Planner Drew stated that at the City Council's meeting on February 27, 2018,
Council approved the Committee's 2017 recommendations to authorize an amendment to
AGP 13-04 -Floral Trade Center Improvements Project. City Council also approved the
authorization to solicit and evaluate grant proposals. She noted that City Council removed
the $50,000 grant cap to allow the committee to have full discretion as how to best use the
funds available.
4. PUBLIC COMMENT:
Chair Larson opened public comment. There being no one to speak, Chair Larson closed public
comment.
5. AVAILABLE FUND BALANCE:
Associate Planner Drew provided an update on available funds and interest earned for the
Agricultural Conversion Mitigation Fee (ACMF) account.
6. GRANT PROPOSALS AND PRESENTATIONS:
Associate Planner Drew stated that all the applications had been deemed complete.
A. AGP 18-01 Buena Vista Audubon Society Project: Construction of a Boardwalk located
within the Buena Vista Lagoon Ecological Reserve and adjacent to the Buena Vista
Lagoon. Grant request: $50,000
Chair Larson introduced the item and Sally Dickerson, volunteer for the Buena Vista
Audubon Society, reviewed her PowerPoint presentation (on file in the Planning Division).
Committee member Meenes asked about the material being used and the estimated life
span for the boardwalk.
September 25, 2018 Item #5 Page 9 of 55
Agricultural Conversion Mitigation Fee Committee
Meeting Minutes
July 26, 2018
Page 2
Ms. Dickerson stated that she would have to find out and could get back to the committee
with the requested information.
Committee member Flock stated that the boardwalk is being requested for a property
that is within the City of Oceanside.
Associate Planner Drew answered that the grant money applies to projects that benefit
the residents of Carlsbad. She noted that it is seen as a shared resource for the community
of Carlsbad.
Committee member Alfrey asked if the 1.5-foot elevation keeps the area above the level
for possible flooding.
Ms. Dickerson stated that the current floociing in that area has been around 7 to 12 inches.
Committee member Flock asked aboutthe Malk Nature Funding of $25,000.
Ms. Dickerson explained that there is money in a bank account that tan be pulled from
when necessary. She was uri~ure on how the moneywas invested or being held.
Committee member Alkire asked if there .was anyone qn staff that had experience with
applying for permits.
Ms. Dickerson stated that yes, there are plenty of volunteers that have the required
experience forthis project. . . / ' . , ··.<·.:: './.· .
Committee memberAlkir};fked if th~ installation costs had been included in the project
t.otal:
Ms. Dickerson stated that the installation costs have been included in the project costs . . · ·. . ·. / ,'/
Chair Larson explainedthat project funding had been previously used out of the city
boundaries bLitjs okay bgcause the projects have benefited the City of Carlsbad.
ACTION:
Motion by Committee member Flock and seconded by Committee member Alkire to
recommend approval of AGP 18-01 (Buena Vista Audubon Society Project) grant request in
the amount of $50,000 for the building of a boardwalk along a stretch of trail located within
the Buena Vista Lagoon Ecological Reserve and adjacent to the Buena Vista Lagoon (6-1
Greenfield absent).
September 25, 2018 Item #5 Page 10 of 55
Agricultural Conversion Mitigation Fee Committee
Meeting Minutes
July 26, 2018
Page 3
B. AGP 18-02 Agua Hedionda Lagoon Foundation: Interpretive Signage Master Plan and
Sustainable Landscape Exhibit Grant request: $50,000
Chair Larson introduced the item and Samantha Richard, COO of the Agua Hedionda
Lagoon Foundation, reviewed her PowerPoint presentation (on file in the Planning
Division).
Committee member Alkire asked if the foundation has done the research to see if there
is a demand and/or need for raised garden beds.
Ms. Richard stated that the Carlsbad Garden Club h.as expressed interest in the beds. The
foundation is in the process of starting an Agua Hedionda Garden Club with high school
students.
Committee member Alkire asked . a6but the number/<of signs that would be
replaced/purchased.
Ms. Richard explained the cqsts for the sigrls/ She stated that they would be replacing
approximately 10 of the mostdamaged signs. T~ese signs would be replaced by
volunteers so there is not a costtothe budget.
Committee member Meenes askedaboutthedollar amountfor previous city funding that
is noted on p~~~12 of the applicatioil.
Ms. Richard explained thatthere is approximately $45,000 left in funding. She noted that
it is allocated to take. care oftheentire trail system. She noted that the foundation would
continue to: fund raise.
Associate Planne~Drew stated that the different lagoon foundations have grants for trail
mail)tE!nance. The fot.11JdationSusually ask for the entire sum so that they can schedule
five-year maintenance.programs .• •· She believes that the Agua Hedionda Foundation
requestedthe remaining}unding last year.
ACTION:
Motion by Committee member Alfrey and seconded by Committee member Alkire to
recommend for approval of AGP 18-02 (Agua Hedionda Lagoon Foundation) grant requested
in the amount of $50,000 for new or replacement signage at the Agua Hedionda Lagoon
Discovery Center and on public access trails and for a sustainable landscape exhibit. (6-1
Greenfield absent)
September 25, 2018 Item #5 Page 11 of 55
Agricultural Conversion Mitigation Fee Committee
Meeting Minutes
July 26, 2018
Page 4
C. AGP 18-03 Batiguitos Lagoon Foundation: Batiguitos Lagoon North Shore Restoration
Project Phase 4
Chair Larson introduced the item and Fred Sandquist, President, gave an update on a
previously awarded grant (AGP 06-12 -Batiquitos Monitoring and Management Plan).
Associate Planner Drew explained that when the foundation originally applied for the
grant, it was for a Batiquitos Lagoon monitoring and management plan. At that time,
there was discussion about the Department of Fish and Wildlife owning the Lagoon and
shouldn't they be responsible for paying for that type of plan. The foundation was given
approximately $100,000 in grant money for studiesofexisting conditions at the lagoon. <·,
The foundation could come back later to request>additional funding. She noted that the
Department Fish and Wildlife did not have thefuncfingfora monitoring and management
plan. This led the foundation to come backand request $100,000 from the awarded
funding (not appropriated funding) to db some lagoon data collection. If this awarded
funding is not used, it could go back intothe general fund for addi.ti9nal grants.
Mr. Sandquist reviewed his PowerPoint presentation (on file in the Planning Division).
Committee member Smerdu asked hovy the valuefocost was figured .
. .
Mr. Sandquist explained the formu.la for comingup withthe total costs.
. ..
Committee member Flockasked if the re.q. uest for S,49~893 is from this grant round or , , , ,
release from previous grants ..
Mr, Saodquistanswered "yes'' from this graht round.
''/ ~ . .. .,
.· ,' ,· ·.·.·:,.,
Committee memb.er Alkire asked about a possible cost discrepancy shown on the
surn11Jc:iry page of the applicatidn.
After discussion, Mr. Sandquist stated that he would go back and review the spreadsheet
to see how there could bea gap in the totals listed.
Committee member Alfrey asked if plant material was included in the project cost.
Mr. Sandquist stated that the funding would pay for various things, but yes, plant material
is included in the cost.
Chair Lawson thanked Mr. Sandquist for his comments in regard to improving the
nonprofit application submittal process.
Associate Planner Drew noted that she has made many of the requested changes to the
grant application.
September 25, 2018 Item #5 Page 12 of 55
Project Summary
Buena Vista Audubon Society (BV AS) respectfully requests $50,000 for building a
boardwalk along a seasonally flooded stretch of trail which it maintains adjacent to its nature
center at the Carlsbad-Oceanside boundary. Thel/4 mile long trail is a popular and important
destination for local families and tourists, and is an integral part ofBVAS's children's' nature
education program. Located within the Buena Vista Lagoon Ecological Reserve and adjacent to
the Buena Vista Lagoon, the trail complements BVAS's nature center and education programs;
with a duck pond and two viewing decks, the trail allows visitors to learn about native flora and
fauna depicted in our nature center.
Due to flooding in the sum.mer and fall, 350 feet of the trail (the entire south-facing side)
becomes impassable. The flooding is caused by water backing up from a sand bar building up in
front of the weir at the mouth of the lagoon. A boardwalk would allow the trail to be passable
year-round and be beneficial to Carlsbad citizens and visitors who :frequent the trail.
The new bicycle path built by the City of Carlsbad has increased recreational traffic along
the Coast Highway between Carlsbad and Oceanside. Many of these bicyclists and pedestrians
stop at our nature center and then walk the trail. As the trail is close to many neighborhoods and
is easily accessible for young and old alike, BV AS observes many local families using the trail.
In addition, our nature education program encompasses outdoor experiences in nature with
children; as part of school programs, children from local schools explore the trail with our
trained volunteer nature guides.
The boardwalk design would be constructed of wooden materials and supported on
galvanized steel posts; the final design must be approved by the California Department of Fish
and Wildlife. They tentatively have approved this design. BV AS also will need a building permit
and possibly a coastal development permit from the City of Oceanside, and consultation with the
Coastal Commission (and possibly a permit). The anticipated timeline is approximately seven
months after receiving funding. The total cost of the boardwalk is estimated at $75,000; BVAS
requests $50,000 from the ACJMF program, and will be able to provide the remaining $25,000
from another funding source.
Buena Vista Audubon Society has the experience and community support for this project;
it has been a chartered chapter of the National Audubon Society for over 60 years, and has
approximately 2,000 members, including many Carlsbad residents. In addition, BVAS has 100
active volunteers who help in a variety of capacities. Our nature center was built in 1988, and we
have managed and operated it since then; it serves approximately 3,000 visitors per year.
BV AS offers programs and activities to our members and the general public at our nature
center, grounds and trail, and other locations in the community. These activities include:
children's nature programs, regular local bird walks and international tours, annual sponsorship
of the Christmas Bird Count, a monthly meeting featuring speakers on nature-related topics, land
ownership and management, and advocacy activities supporting wildlife and conservation. Most
of these programs and activities are provided at no cost to the participants.
BVAS's board members and volunteers have expertise in a variety of areas, including
finances and investing, grant writing, land management, teaching, advocacy, wildlife monitoring,
building construction, and engineering. The board members and volunteers involved with this
project have expertise in all these areas and thus can ensure the project's success.
September 25, 2018 Item #5 Page 15 of 55
,nt·hl:mk-
9. What is the purpose or mission of your agency/organization?----------
See attached (Page 9).
10. Describe applicant's experience in the project area.-------------
See attached (Page 9).
V. FINANCIAL RESOURCES/BUDGET
All applicants must attach a budget and a proposed funding schedule for the proposed
project. After a grant has been awarded and prior to distribution of grant funds, the financial
condition of an agency/organization will be evaluated through submittal of either an audited
financial statement (encouraged/preferred}; a reviewed financial statement; an IRS-990 tax
return; or other evidence of financial condition as agreed upon by the city. All applicants are
encouraged, but not required, to submit this documentation at the time of application
submittal.
11. If other resources/funding will be used, please describe aH funding you have already
secured or anticipate securing for the proposed project, and identify the amount, type, status,
and source(s) of all such funds. Please indicate if no other resources/funding wHI be used.
See attached (Page 9).
12. Describe any previous city funding requested or received (for any project) in the past
five years.
See attached (Page 9).
VI. GENERAL COMMENTS{INFORMATION
13. Is there anything else you wish to make the Committee and City Council aware of
regarding yourself, your organization, or your proposed project?
See attached (Page 9).
Page4
Page 4 of
5/30/2(
September 25, 2018 Item #5 Page 18 of 55
rrnt: h 1 ank
VII. DISCLOSURES/REQUIREMENTS/CERTIFICATION
Disclosures:
These grants may be used in combination with funding from other sources or may be used for
projects for which other funds are not available. Project proponents must submit a written
application. Project proponents may also be asked to make a presentation to the Committee.
The Agricultural Conversion Mitigation Fee Committee will review project proposals and will
recommend to the City Council those projects selected for funding. Final approval of funding
will require City Council approval. This grant opportunity may or may not be available annually
or after the first year, depending upon the number of meritorious proposals, the amount of
funds available, and the amount of funds ultimately awarded by City Council. Projects
approved for funding in the first year have no expressed or implied guarantee for future
funding. The full amount of the available funds may not be disbursed if there are not sufficient
meritorious applications. These grants will not be awarded on a first-come/first-serve basis but
will be considered according to specific criteria. Any project that is awarded funds will be
required to meet agreed-upon milestones. Failure to satisfy the agreed-upon milestones will
result in project reconsideration and possible cessation of funding. All documents submitted
become the property of the City of Carlsbad.
I/we understand-the information above:
Yes lg] No D
Reporting Requirements:
Grant recipients will be required to file with the city a report on how the funds were spent
annually, or when funds are spent, or at other agreed upon intervals (e.g., upon achievement of
a milestone}, whichever comes first. Proof of project expenses (i.e., receipts) are required to be
held for at least two years (or longer if so specified in the Grant Funding Agreement), during
which time the city reserves the right to audit the records.
!/we agree to adhere to the funding and reporting requirements described above:
Yes lg] No D
Page 5
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5/30/20
September 25, 2018 Item #5 Page 19 of 55
mt:blank
Other Requirements
Grant recipients will be required to recognize on all printed material that the project is funded
fully or in part by the City of Carlsbad.
Certification:
We, the undersigned, do hereby attest that the above information is true and correct to the
best of our knowledge. (Two signatures required)
11U/l »Lv Doo.,"ol 5-~o--\g r r-i' s ·~ cl {n.+
Signature I Title Date
~lh/lh a_· vl ~~-i-~J;u--v 5-30.-i~
Signature Title Date
INSTRUCTIONS AND APPLICATIONS FORM FEEDBACK
The Committee's intent is to make the application instructions and application form easy to
understand and complete. Therefore, we would appreciate you taking a few moments to
provide feedback on both. If there were instrnctions or questions that were confusing or
difficult to complete, please identify those areas on a separate sheet of paper and provide any
suggestions you may have. Suggestions and comments will be utilized to improve the function
and efficiency of future programs. Feedback regarding this process will not ·be reviewed as part
of the grant proposal consideration process and will in no way impact project eligibility or
consideration.
Page 6
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5/30/2(
September 25, 2018 Item #5 Page 20 of 55
IL PROJECT DESCRIPTION
1. Describe the proposed project.
BVAS proposes installing a boardwalk along a seasonally flooded stretch of trail which it
maintains adjacent to its nature center at the Carlsbad-Oceanside boundary. This 1/4 mile long trail
complements BV AS's nature center and education programs; with a duck pond and two viewing decks,
the trail allows visitors to learn about native flora and fauna depicted in our nature center. The trail lies
within the Buena Vista Lagoon Ecological Reserve, is adjacent to the Buena Vista Lagoon, and is a
popular destination for local families, tourists, and participants in our nature education program. Visitors
typically first visit the nature center to learn about the fauna and flora they may see out on the trail, and
then walk the trail to observe wildlife and native plants.
During the summer and fall months, approximately 350 feet of the trail becomes flooded by water
backing up in the lagoon from sand building up at the mouth of the lagoon, in front of the weir. This
flooding renders the trail impassable and impacts the ability of families, tourists, and our nature education
· participants from using the trail.
BV AS's nature education program gives local school children an opportunity to explore our
nature center museum and take a guided walk on the trail. However, when the trail is flooded, they are
precluded from this outdoor opportunity. Local families also enjoy corning to the nature center and
exploring the easily accessible trail, and when the trail is impassible, they are unable to have an outdoor
experience. In addition, summer and fall is the height of tourist season. Visitors come to the nature center
to walk, bird watch, and take photos; when the trail is flooded, the visitors leave disappointed.
A boardwalk would allow visitors access to the full trail year-round, and thus help BV AS
implement the California Coastal Act, making coastal areas accessible to all. A preliminary boardwalk
design is a wooden structure supported on metal posts; the same design as that of a small trail connector
bridge that BV AS installed about eight years ago.
2. How will the project benefit the citizens of Carlsbad?
This project will increase access to our coastal ecosystems; by making the trail passable year-
round, visitors will be able to enjoy the trail and the pond, and BV AS will be able to provide quality
outdoor education services to local school children. Having a place for families to enjoy nature is
important for spiritual renewal, relaxation, learning about our native ecosystems, and for exercising. For
many families, the trail is the closest outdoor path available to them. In addition, the project would
enhance BVAS's ability to educate and connect the public to the importance of the lagoon, its flora and
fauna, and the coastal ecological systems in general.
The bike trail built by the City of Carlsbad along the Coast Highway brings in many visitors
eager to explore the natural areas along the coast Since the bike trail was built, BV AS has seeu an uptick
in visitors bicycling or walking along the Coast Highway, and who spontaneously stop to explore the
nature center and trail. All these visitors will benefit by having access to a trail that is accessible year-
round.
More generally, BVAS hosts visitors from around the U.S. and a number of foreign countries. For
the first time, in the recently updated 5th edition of Afoot & afield San Diego County, the author included
the lagoon and trail, stating" ... for bird-watching enthusiasts and small children getting their first taste of
the outdoors, this ... trail yields pleasant rewards"--elevating our presence even further in the minds of
North County visitors. Many of these visitors also patronize businesses in Carlsbad.
Buena Vista Audubon has been a chartered chapter of the National Audubon Society for over 60
years, and has approximately 2,000 members, including many Carlsbad residents. Ours is the only nature
center on the Buena Vista Lagoon, and BV AS is the primary provider of educational programs and
information to the public related to the Buena Vista Lagoon.
7
September 25, 2018 Item #5 Page 21 of 55
ID. PROJECT FEASIBILITY AND PLANNING
3. What permits/approvals (federal, state, local, other) will the project require?
A building permit and possibly a coastal development permit will be required from the City of Oceanside.
Consultation with the Coastal Commission will be necessary, and they may require a permit. The
California Department of Fish and Wildlife will also need to approvethe boardwalk.
4. What is the time line for implementation of the project?
The project should be fully implemented within one year of approval.
5. How will the project be implemented? Identify specific milestones that would be used to measure
progress of project implementation and who will be responsible for implementation.
A. Select a contractor and boardwalk design, with BVAS Board approval (30 days).
B. Acquire permits and approval of boardwalk design and implementation. Permits will be required from
the City of Oceanside and possibly the Coastal Commission; CA Department of Fish and Wildlife
will need to be consulted and will need to give approval to the project (90 days).
C. Hire the selected contractor, who will procure the boardwalk materials and install the boardwalk with
the help of BVAS volunteers (90 days).
IV. APPLICANT INFORMATION AND EXPERIENCE
6. This applicant is an Organization (non-profit)
7. a. Years in Business: In 1951, BVAS received its charter as an official chapter of the National
Audubon Society. BV AS has operated and maintained the Nature Center, on the border between
Oceanside and Carlsbad, since 1988.
b. Number of employees: One part-time Nature Center Manager and one part-time Membership
Coordinator.
c. Number of Volunteers: BVAS currently has approximately 100 volunteers, a permanent cadre that is
supplemented by corporate, civic, scout, and other groups as well as individual volunteers for special
projects or events.
8. Names of Officers and Board of Directors:
Name:
Natalie Shapiro
Dennis Huckabay
Judi Wilson
Margie Ellsworth
Board Members:
Joan Bockman
Curt Busk
Kelly Deveney
Andy Mauro
Bruce Montgomery
JaneMygatt
Joan Herskowitz
Title:
President
Vice President
Secretary
Treasurer
Steve Brad
Bob Crowell
DanDiMento
Sandy McMullen
Patty Montgomery
Denise Riddle
8
September 25, 2018 Item #5 Page 22 of 55
9. What is the purpose or mission of your agency/organization?
The BV AS mission focuses on conservation through education, advocacy, land management, and
monitoring. BV AS helps educate BV AS members and the general public on important conservation
issues; helps influences public policy in order to better protect the natural environment; and actively
supports programs to protect, preserve, restore, and enhance natural ecosystems on local, regional,
national, and international levels.
10. Describe applicant's experience in the project area.
BV AS has been active in nature education and environmental concerns for over 65 years, and has
over 2,000 members, many whom are Carlsbad residents. We offer programs and activities to our
members and the general public at our Nature Center, grounds and trail, and other locations in the
community. These activities include: children's nature programs, regular local bird walks and
international tours, annual sponsorship of the Christmas Bird Count, a monthly meeting featuring
speakers on nature-related topics, land ownership and management, and advocacy activities supporting
wildlife and conservation. Most of these programs and activities are provided at no cost to the
participants. BV AS's board members and volunteers have expertise in a variety of areas, including
finances and investing, grant writing, land management, teaching, advocacy, wildlife monitoring, building
construction, and engineering. The board members and volunteers involved with this project have
expertise in all these areas and thus can ensure the project's success.
v. FINANCIAL RESOURCES/BUDGET
11. If other resources/funding will be used, please describe all funding you have already secured or
anticipate securing for the proposed project, and identify the amount, type, status, and source(s) of all
such funds. Please indicate if no other resources/funding will be used.
BVAS will acquire other funding for the remainder of the project costs through the Malk Nature Fund, a
private funding source that funds North County non-profits which engage in nature education. The
estimated cost of the project is roughly $75,000. BVAS seeks $50,000 from the ACMF program, and
$25,000 from the Malk Nature Fund. The Malk Nature Fund funds for this project will be available July
1, 2019.
12. Describe any previous city funding requested or received (for any project) in the past five years.
BVAS received a $23,500 grant from the ACMF program in 2013 (Project No. AGP 13-06), for funding
trail interpretive signs, renovating our informational kiosk, a bulletin board by the nature center entrance,
and repainting the Nature Center exterior.
VI. GENERAL COMMENTS/INFORMATION
13. Is there anything else you wish to make the Committee and City Council aware of
regarding yourself, your organization, or your proposed project?
September 24, 2018 marks the 30th anniversary of the opening ofBVAS's Nature Center. More
than 3,000 children and adults participate in our programs and activities every year. This project will
provide needed improvements to the nature trail around the lagoon pond, allowing year-round access to
the many important learning opportunities found in and around the lagoon-thereby helping to connect all
visitors to the importance of the lagoon, its flora and fauna, and the coastal habitats in general.
9
September 25, 2018 Item #5 Page 23 of 55
AGRICULTURAL CONVERSION MITIGATION FEE PROGRAM
BUDGET AND FUNDING SCHEDULE, BUENA VISTA AUDUBON SOCIETY
BUDGET LINE ITEMS AND FUNDING SCHEDULE
Permits and project approvals: $10,000
Purchase boardwalk materials: $42,000
Shipping materials to BVAS: $7,000
Installation of boardwalk: $16,000
PROJECT TOTAL $75,000
PROJECT FUNDING SOURCES
Carlsbad ACMF Malk Nature Fund
$50,000 $25,000
(90 days)
(15 days)
(15 days)
(90 days)
September 25, 2018 Item #5 Page 24 of 55
-
BOARD OF
DIRECTORS
I
Joan Herskowitz,
Conservation
Chair
I
Andy Mauro,
Finance Chair
s TAFF
-
Natalie Shapiro,
President
I I
Dennis Huckabay, Judi Wilson, Margie EUsworth,
Vice President Secretary Treasurer
I I I I
Joan Bockman, Steve Brad, Birding Jane Mygatt, Denise Riddle,
Native Plant Club Walks Chair Birding Trips Gift Shop ,---Chair
Bob Crowell, Kelly Dev!=!ney, Patty Bruce
Volunteer Events Chair Montgomery, Montgomery, -Coordinator Newsletter Newsletter
I I I
Sandy McMullen, Dan DiMento, Curt Busk, Lands
Facilities Facilities Mgt
Annette Schneider, Janice Osborne,
Nature Center Manager Membership Coordinator
September 25, 2018 Item #5 Page 25 of 55
Ill. PROJECT FEASIBILITY AND PLANNING
3. What permits/approvals (federal, state, local, other) will the project require? ___ _
Signage installed on public access easements will require an amendment to the associated California Coastal Commission
Management Plan. There are no other required permits.
4. What is the time line for implementation of the project?
Both components of the proposed project would be completed within 13 months of funding distribution. This is outlined with
a projected time-line in the attached budget (based on a August 31, 2018 distribution of funding).
5. How will the project be implemented? Identify specific milestones that would be used
to measure progress of project implementation and who will be responsible for
implementation. This project will be implemented by the Agua Hedionda Lagoon Foundation. Specific milestones for component 1
would include completion of signage development, installation of public access easement signage and Discovery Center
signage. Specific Milestones for component 2 would include installation of all plants and public amenities, and the
final survey of plant survivorship following the summer of 2019.
IV. APPLICANT INFORMATION AND EXPERIENCE:
Individual applicants, please complete items 6 and 10 in this section (Section IV).
Organization/Agency applicants, please complete all items in this section.
6. Thr:Jplicant is a (an):
Individual [iJ Organization (Non-Profit) r:IJ Organization (For Profit) r:IJ Public Agency (State/Local) r:IJ Other --------------
7. a. Years in Business: 28 ~~~~~~~~-
b. Number of Employees: _7 _____ _
c. Number of Volunteers: 540 annually
NOTE: If the applicant is an organization/agency an organizational chart is also required
for submittal.
8. Names of Officers and Board of Directors:
Name: Title:
Please find as attached board roster
Page 3
September 25, 2018 Item #5 Page 28 of 55
9. What is the purpose or mission of your agency/organization? __________ _
Our mission is to inspire people through education and outreach to preserve the Agua Hedionda Lagoon
as an accessible and healthy watershed.
10. Describe applicant's experience in the project area. The AHLF has owned and operated the AHLF
Discovery Center since it's opening in 2001. During that time, we have planned, fabricated, and installed numerous exhibits
at the Discovery Center, including a native garden exhibit. Our background in preserving the Agua Hedionda Lagoon
allows us to accurately portray the historical, cultural, and environmental issues present though interpretive signage. Our
large volunteer base is already trained and capable of maintaining a landscaped exhibit, and conveying it's significance to visitors.
V. FINANCIAL RESOURCES/BUDGET
All applicants must attach a budget and a proposed funding schedule for the proposed
project. After a grant has been awarded and prior to distribution of grant funds, the financial
condition of an agency/organization will be evaluated through submittal of either an audited
financial statement (encouraged/preferred); a reviewed financial statement; an IRS-990 tax
return; or other evidence of financial condition as agreed upon by the city. All applicants are
encouraged, but not required, to submit this documentation at the time of application
submittal.
11. If other resources/funding will be used, please describe all funding you have already
secured or anticipate securing for the proposed project, and identify the amount, type, status,
and source(s) of all such funds. Please indicate if no other resources/funding will be used.
No other funding will be used.
12. Describe any previous city funding requested or received (for any project) in the past
five yea rs. The AHLF currently holds ACMF funding for the development and maintenance of the Agua Hedionda
Lagoon Trails system.
Page4
September 25, 2018 Item #5 Page 29 of 55
VI. GENERAL COMMENTS/INFORMATION
13. Is there anything else you wish to make the Committee and City Council aware of
regarding yourself, your organization, or your proposed project? -----------
There are none
VII. DISCLOSURES/REQUIREMENTS/CERTIFICATION
Disclosures:
These grants may be used in combination with funding from other sources or may be used for
projects for which other funds are not available. Project proponents must submit a written
application. Project proponents may also be asked to make a presentation to the Committee.
The Agricultural Conversion Mitigation Fee Committee will review project proposals and will
recommend to the City Council those projects selected for funding. Final approval of funding
will require City Council approval. This grant opportunity may or may not be available annually
or after the first year, depending upon the number of meritorious proposals, the amount of
funds available, and the amount of funds ultimately awarded by City Council. Projects
approved for funding in the_ first year have no expressed or implied guarantee for future
funding. The full amount of the available funds may not be disbursed if there are not sufficient
meritorious applications. These grants will not be awarded on a first-come/first-serve basis but
will be considered according to specific criteria. Any project that is awarded funds will be
required to meet agreed-upon milestones. Failure to satisfy the agreed-upon milestones will
result in project reconsideration and possible cessation of funding. All documents submitted
become the property of the City of Carlsbad.
I/we understand the information above:
Yes II] No D
Reporting Requirements:
Grant recipients will be required to file with the city a report on how the funds were spent
annually, or when funds are spent, or at other agreed upon intervals (e.g., upon achievement of
a milestone), whichever comes first. Proof of project expenses (i.e., receipts) are required to be
held for at least two years (or longer if so specified in the Grant Funding Agreement), during
which time the city reserves the right to audit the records.
I/we agree to adhere to the funding and reporting requirements described above:
Yes II] No D
Page 5
September 25, 2018 Item #5 Page 30 of 55
Project Proposal
2018 ACMF Program Grant
Agua Hedionda Lagoon Foundation
Interpretive Signage Master Plan and Sustainable Landscape Exhibit
Background:
Founded in 1990 the Agua Hedionda Lagoon Foundation (AHLF) is a 501(c)3 non-profit
organization initiated by passionate Carlsbad citizens to promote the Agua Hedionda Lagoon,
it's protection, use, and activation for the benefit of San Diego. Our mission is to inspire people
through education and outreach to preserve the Agua Hedionda Lagoon as an accessible and
healthy watershed.
The Agua Hedionda Lagoon is one of the only lagoons in Southern California that is both
protected and allows for public use. Since it's founding, the AHLF has acquired, outfitted, and
launched a facility to be used as a public center, the Discovery Center (DC) which opened in
2005. We offer a variety of programs at the DC including our award-winning Academy for
Environmental Stewardship school program which through multiple on-site school visits teaches
environmental awareness to third and fourth grade students including sustainability practices,
water awareness, and water reliability. The AHLF also holds numerous, free public festivals and
lectures throughout the year to promote the understanding of environmental conservation, clean
water practices, history, and usage of the lagoon.
Previous Installments of ACMF funding have been used to outfit the Agua Hedionda Discovery
center with it's various educational exhibits, public amenities, and public spaces. Exhibits
created include the Critter Corner -where visitors can interact and learn about native reptile
species, the Native Garden -which boasts a broad collection of native plant species to
demonstrate the importance of native plant species-and the Discovery Center Nature Trail -
which is an ongoing project to create 4 new outdoor classroom settings and infrastructure to
educate visitors on storm water management with bioswales. ACMF funding has also been used
to build and maintain 3 .1 miles of public access trails around the Agua Hedionda Lagoon. These
3 .1 miles of trails are composed of lateral and vertical public access easements, lands granted
from the Kelly family, and other easement-based trails.
Project Component 1-Interpretive Signage Master Plan
Signage at the Agua Hedionda Lagoon Discovery Centers and on public access trails is a
valuable way to help educate visitors and hikers. If granted, funds from the ACMF would be
used to design, construct, and install interpretive signage at the AHLF Discovery Center and
Trails System.
Signage at the AHLF Discovery Center would consist of identification for all native fauna
species present at the center, modem concerns and informational topics relevant to the Agua
September 25, 2018 Item #5 Page 32 of 55
Hedionda Lagoon, and Water conservation practices. All signage would be focused on
conveying the importance of conservation and environmental-awareness to our 15,000 annual
visitors and the Academy of Environmental Stewards.
This project will improve the experience of students and visitors to the Agua Hedionda Lagoon
Discovery Center. If implemented a typical visitor would arrive at the center greeted by new
signage about the Agua Hedionda and its historical the historical lands on which it resides, along
with a stunning view of this valuable Carlsbad resource. As visitors and students walked through
the Native Garden exhibit to reach the center, they would read about native plant communities,
and the water strategies they could implement to host these species at their home or business.
Identification signs would be installed on every Discovery Center live animal exhibit. These
signs would accurately portray the role of our hosted species in a native environment and would
cover conservation challenges faced by the species. Visitors will be able to learn about and
interact with over 20 reptile species and 15 aquatic species hosted in our Critter Corner and
Aquatic Touch-Tanlc Signage would also display the historical land usage and culture of the
Luiseno Indian tribes at the Agua Hedionda Lagoon, and share the history of this Carlsbad area.
This Project will also improve the experience of hikers on the Agua Hedionda Lagoon Trails
System. Funds granted from ACMF would be used to help hikers access and understand lateral
public access areas of the lagoon. Many easements found in the 3.1-mile Trail System where
granted by landowners and have prior structures which discourage Carlsbad citizens from using
them fully. New signage would accurately depict public areas and encourage their use. Areas
rich in Luiseno culture or with historical ties to previous agricultural lands would include signage
to share the trail' s heritage.
Project Component 2-Sustainable Landscape Exhibit
the AHLF 's native garden exhibit currently hosts more than 50 native plant species for the
public to view and enjoy. If granted, funds form the ACMF would be used to install a new
sustainable landscape exhibit, depicting and outlining responsible water management practices.
The Sustainable Landscape exhibit would be a 1500 square foot garden at the Discovery Center,
demonstrating various uses of native plants for storm water management, drought-tolerant
landscaping, and water conservation. Through this exhibit, students and visitors would see new
and interesting ways to maintain a beautiful, environmentally-friendly, and sustainable garden at
their home or business. The main practices promoted will be high-efficiency water distribution
networks, storm water management through bioswales, native plant species choice and
installation, recycled water usage, and plant amenities to retain water.
The exhibit will also host three community planter beds to be maintained by local schools or
community groups. These community beds will be provided at no cost to the maintaining group
and will provide students or group members a chance to learn about agriculture and water
conservation with a hands-on project. Planter Beds will be irrigated with high-efficiency water
distribution networks. The maintaining group for each planter bed will be decided annually in
August, to allow students a full year's project at the planter bed.
September 25, 2018 Item #5 Page 33 of 55
Budget Category Descriptions
Category Category Description
Research and Development of Signage
Fabrication
Installation
Water Distribution Network
Community Planter Boxes Fabrication
and Installation
Plant Protectants and Structures
Public Features and Walkways
Plant Installation and Establishment
(First Summer's Maintenance)
Background research for all panels and signage {titles, subtitles,
main text, call-outs, and captions}, and one round of revisions.
Acquirement of high resolution JPGs of photographs and any
required vector art, plus securement of permission for use where
applicable. Preliminary and Final layout completed as final item.
Interpretive signage will consist of lmageLOC signs printed one
side only with back of the sign mounted to pedestal stands.
Interior Discovery Center Signage will consist of aluminum or
wooden printed signage
Interpretive signage will be installed with single-post pedestal
stands with 84" h x 3" x 3" aluminum posts. Posts and mounting
plates will be powder-coated brown for added protection against
the elements; tamper proof hardware. Interior Signage will be
installed with child-safe hardware of varying measurement and
material type.
Water will be distributed using high-efficiency sprinkler heads,
drip irrigation lines, and rain collection hookup ports.
Community boxes will be designed 6' x 2.5' and made of pressure
treated wood. They will be painted and designed to match the
accompanying signage and landscape.
Structures include mulch, planting nets, vertical plant supports, tie
downs, vine securing mesh, and avian deterrents.
Purchase and installation of a stone slab walkway and public
benches.
Purchase and installation of plants. Additional Maintenance will
be required through the first summer month, after which
maintenance will default to the Agua Hedionda Lagoon
Foundation
September 25, 2018 Item #5 Page 34 of 55
Itemized Budget and TimeLine
Category Projected Estimated
Designation Category Description Cost Completion*
1. Interpretive Signage Master Plan
1.1 Research and Development of Signage
1.2 Fabrication
1.3 Amendment to Public Access Management Plan
1.4 Installation
2. Sustainable Landscape Exhibit
2.1 Water Distribution Network
2.2 Community Planter Boxes Fabrication and Installation
2.3 Plant Protectants and Structures
2.4 Public Features and Walkways
Plant Installation and Establishment (First Summer's
2.5 Maintenance)
Total Requested Funding:
Final Projected Completion Date:
* Completion schedule is based on funding approval by August 31st.
$20,000.00
$11,400.00
$6,800.00
$1,000.00
$800.00
$30,000.00
$6,000.00
$7,800.00
$3,600.00
$3,000.00
$9,600.00
$50,000.00
Oct-19
** Please find additional details on budget categories in the attached "Budget Category Descriptions"
Jul-18
Jan-19
Mar-19
Jun-19
Jul-19
Oct-19
Nov-18
Nov-18
Jan-19
Dec-19
Oct-19
September 25, 2018 Item #5 Page 35 of 55
AGUA HEDIONDA LAGOON FOUNDATION BOARD OF DIRECTORS
2018
Ian McDaniel -Chairman
Hanscom Alexeev & McDaniel LLP
2121 Palomar Airport Road Suite 170
Carlsbad, CA 92011
C: (760) 666-0734
W: (760) 602-2909
Birthday: March 21st
ian@hanalexmcd.com
Elected 10/2014 Re-Elected 10/2017
Exp. 3/30/2018
Sam Ross-Vice chair
Executive Director-Visit Carlsbad
400 Carlsbad Village Dr.
Carlsbad, CA 92008
W: (760) 434-6093
C: (760)547-6341
Birthday: July 20th
samr@visitcarlsbad.com
Elected 10/2015 Exp. 1/30/2019
Gary P. Endres-Treasurer
First Vice President/Investments-Stifel
Nicolaus
5780 Fleet St #250
Carlsbad, CA 92008
W: (760) 804-3400
C: (760) 473-4423
Birthday: March 3rd
endresg@stifel.com
Elected 10/2016 Exp. 3/30/2018
Kimberly Holmes-Secretary
V.P. of Financial Reporting and Analytics
WEST/iving, LLC
5800 Armada Dr Suite 100
Carlsbad, CA 92008
W: (760) 602-5825 C: (617) 648-6814
Birthday: September 7th
kjholmes@westliving.net
Elected 10/2014 Re-Elected 10/2017
Exp. 4/30/2018
Aaron B. Booth
Law Offices of Aaron B. Booth
633 West 5th Street, Suite 6200
Los Angeles, CA 90071
W: (213) 228 -0330
C: (310) 877-0454
Birthday: December 12th
abooth@aaronbooth.com
Elected 10/2015 Exp. 5/30/2018
Jim Brubaker
Owner-Brubaker & Associates Insurance
2585 Pio Pico Drive
Carlsbad, Ca 92008
W: (760) 729-1800 C: (760) 845-5776
Birthday: January 29th
Jim@brubakerassociates.com
Elected 10/2013 Re-Elected 10/2016
Exp. 4/30/2018
Christopher Crespo
Owner-CS PA Inc.
300 Carlsbad Village Dr. 108A #395
Carlsbad CA 92008
W: 619-549-3284
C:
Birthday: October 31st
christophercrespo@gmail.com
Elected Exp. 4/30/2019
Fred Hale
Law Offices of Frederick Hale
2888 Loker Ave #319
Carlsbad, CA 92010
W: (760) 931-0842
Birthday:
fred@halefamilylaw.com
Elected Exp. 10/30/2018
Sheila Henika
Senior Environmental Specialist-
Cabrillo Power I LLC, Encina Power Station
4600 Carlsbad Blvd
Carlsbad, CA 92008
W: (760) 268-4018
C: (760) 439-6176
Birthday:
Sheila.Henika@nrg.com
Elected 10/2017 Exp 4/30/19
Rachel lvanovich
Easy Life Management
300 Carlsbad Village Dr. Ste 108a #380
Carlsbad, CA 92008
Office Address: 3088 Pio Pico Dr. Ste 201
Carlsbad, CA 92008
W: (760) 730-1817
C: (760) 889-0997
Birthday:
rachel@elmtax.com
Elected Exp. 1/30/2019
Robert Prohaska
Principal-Stantec
9179 Aero Drive
San Diego CA 92123
W: 858-633-4244
C: (858) 337-8662
Robertprohaska@me.com
Birthday: April 13th
Elected 10/2017 Exp. 9/30/2018
Lynnell Talone-Honda
Berkshire Hathaway
7030 Avenida Encinas #100,
Carlsbad, CA 92011
W: 760-431-3330
C: 760-522-4167
Birthday: September 17th
lthonda@sbcglobal.net
Elected 2/2018 Exp. 2/30/2019
Jimmy Ukegawa
Owner -Carlsbad Strawberry Company
P.O. Box 479
Carlsbad CA 92018
HM: 1270 Plum Tree Rd
Carlsbad, CA 92011
W: (760) 603-9608
C: (760) 519-5349
Birthday: January 29th
jimmy@aviarafarmsinc.com
Elected 10/2015 Exp. 10/30/2018
Wendy Wiegand
Real Estate Broker Wiegand Realty
6333 Greenhaven Drive
Carlsbad, CA 92009
C: (760) 579-9979
Birthday: July 251h
wendy@wendywiegand.com
Elected 10/2013 Re-Elected 10/2016
Exp. 8/30/2018
Olesya Williams
Contract Administrator-Poseidon Water
· 5780 Fleet Street, Suite 140
Carlsbad, California 92008
W: (760) 655-3988
C: (619) 252-6996
Birthday: June 30th
owilliams@poseidonwater.com
Elected 10/2017 Exp. 6/30/2018
Adaline Woodard
SDG&E Public Affairs Manager
8330 Century Park Court, CP31 D
San Diego, CA 92123
W: (858) 654 -6432
C: (619) 597-3960
Birthday: Sept. 7th
awoodard@semprautilities.com
Elected 10/2017 Exp. 6/30/2018
Staff:
Lisa Rodman
Chief Executive Officer
W: (760) 804-1969
C: (760)271-1356
lisa@aguahedionda.org
Samantha Richter
Chief Operations Officer
W: (760) 804-1969 ext. 305
C: (760) 710-9177
Samantha@aguahedionda.org
Cierra Russo
Education Coordinator
W: (760) 804-1969 ext. 304
cierra@aguahedionda.org
Kyle Lunneberg
Trail Development Manager
W: (760) 804-1969
kyle2@aguahedionda.org
Alexandra Mayorga
Administrative Assistant
W: (760) 804-1969
Alexandra@aguahedionda.org
Julia Duffey
Director of First Impression
W: (760) 804-1969
julia@aguahedionda.org
Adrina Hernandez
Director of First Impression
adrina@aguahedionda.org
Oabe Simpson
Director of First Impression
W: (760) 804-1969
Gabe@aguahedionda.org
September 25, 2018 Item #5 Page 36 of 55
~ ·Batiquitos Lagoon Foundation
City of Carlsbad
Planning Department
Attn: Pam Drew, Associate Planner
1635 Faraday Avenue
Carlsbad, CA 92008
__ Preserve7 Protect7 and Enhance
May 30, 2018
EXHIBIT 5
Subject: Agricultural Conversion Mitigation Fee (ACMF) Program Grant Application 2018 Cycle
Submission-Phase 4 Restoration Project in the San Pacifico Vistamar Area A4 and-Batiquitos
Lagoon Ecological Reserve (BLER} Areas
Dear Ms. Drew: --
The Batiquitos Lagoon Foundation (BLF) is pleased to submit an ACMF grant proposal for the 2018 grant
cycle associated with the subject project. We are request ACMF program funding in the amount of ·
$49,893. -
Our proposed project is the 4th phase of a multi-phased program thatthe BLF is undertaking to remove
· invasive plants and restore project areas· with appropriate nc1tive trees and plants. This phased approach
enables us to perform restoration in small segments to minimize impacts on the habitat and making the
projects more manageable with respect to our work-:force and funding opportunities. bur project
represents a partnership with many organizations, including: California Departm_ent of Fish and Wildlife
(CDFW); the San P_acifico Master Home.owners Association and their residents and volunteers; the·
California Conservation Corps; the Tree .of Life Nursery; and the San Elijo Lagoon Conservancy (SELC).
BLF Board members Don Omsted, Lance Schulte and myself will be. leading and coordinating the
proposed project, with participation by our other partners. As can be seen in 0ur application, we have
significant experience in restoration and welcome the opportunity to add another success to our resume. . . .
We would welcome the opportunity to come before the ACMF Committee and the City of Carlsbad to
answer any questions or provide additional information concerning ·our grant application.
We appreciate the opportunity submit a proposal and look forward to your continued support. Please feel
. free to call me at (760) 710-9644 if you have.any questions concerning our application.
Attachment Restoration Phase 4 Project Grant Application (Including BLF IRS 990 Filing)
P.O. Box 13.0401 Carlsbad, California 92013-0491 • 760.931.0800 ° www.batiquitosfoundation.org
September 25, 2018 Item #5 Page 37 of 55
I. ELIGIBILITY REQUIREMENTS
Projects MUST implement one of the four categories below to be eligible for a grant from the
ACMF fund. Please contact Associate Planner Pam Drew at the City of Carlsbad {760-602-
4644 or rg,am.drew..@car!sbadca.gov) for further information.
Please indicate which of the following four categories the proposed project would implement:
a) Restoration of the coastal and lagoon environment including but
not limited to acquisition, management and/or restoration involving
wildlife habitat or open space Preservation;
b) Purchase and improvement of agricultural lands for continued
agricultural production, or for the provision of research activities or
ancillary uses necessary for the continued production of agriculture
and/or aquaculture in the city's coastal zone, including, but not
limited to, farm worker housing;
c) Restoration of beaches for public use including, but not limited to
local and regional sand replenishment programs, vertical and lateral
beach access improvements, trails, and other beach-related
improvements that enhance accessibility, and/or public use of
beaches;
d) Improvements to existing or proposed lagoon nature centers.
11. PROJECT DESCRIPTION, SCOPE. AND BENEFITS
Yes No
~ LF
1. Describe the proposed project. The description should a) provide sufficient detail for a
clear understanding of the proposed project; b) include clear intended outcomes of the project;
and, c) specifically ~ddress how the project satisfies the eligibility requirement(s). (Please
attach separately; maximum 3 typed 8 Yi x 11 pages plus drawings)
2. How will the project benefit the citizens of the City of Carlsbad? In the years following the
restoration of Batiquitos lagoon, it has emerged as a jewel in Carlsbad's crown! Each year
thousands of residents and tourists visit the lagoon to enjoy its beauty, using its extensive trails
for wildlife viewing, outdoor recreation, exercising, dog-walking, and for just enjoying the
outdoors. It has developed into a premier bird-watching destination for its rare birds and large
populations of migrating waterfowl and shorebirds. The lagoon serves as a learning laboratory,
where teachers bring their students to augment class lessons with in the field experience, and
the BLF uses the lagoon as the backdrop for environmental stewardship education programs for
children and adults alike. This project will be the BLF's 2nd restoration project west of the 1-5 and
east of the North County Transit District railway tracks and constitutes the fourth restoration
phase of our restoration program throughout the Batiquitos lagoon Ecological Reserve (BLER).
The restoration aspects (e.g., removing invasive trees and plant and replanting with native tree
and plant species) will enhance the quality of the lagoon's wildlife habitat and its overall health
Page 2 of 10
September 25, 2018 Item #5 Page 39 of 55
and beauty.
Ill. PROJECT FEASIBILITY AND PLANNING
3. What permits/approvals (federal, state, local, other) will the project require? Property
access authorizations from California Department of Fish and Vl(ildlife (CDFW) and San Pacifico
Master Homeowners Association (HOA). Both authorization access letter are in the process of
being obtained.
4. What is the time line for implementation of the project? See table below.
BLF Time Line • Agricultural Conversion Mitigation Fee {ACMF) Program Grant 2018 Cycle
ProJectstartDa!et September20l8 Project 2018 2019 2020 Completion Date: February 29, 2020, 2018
Task# Task TIiie Task;Deserip!lon Q3 Q4 Q1 Q2 Q3 Q4 Q1
Project Month 1 2 3 4 6 $ 7 B 9 10 11 12 13 14 1$ 1~ 17
Pro;leot team org3nizauon, training plan
Project start.up & team organization, development. policy & procedures
dev8!opmen~ data co!leciion procedure & ; detailed project planning, Preparation of documents (e.g., volunteer time sheets, log PL PL P!.
Project Plan, capital equipment purchases books, volunleerwaivers), plant pallet
develooment, scheduling
Marketing & ongoITTg V-OJunteer recrultment1
S!ite asse-ssmenti lnltlaf site cleanup, volunteer training .(e.g., data collecllon
methodology, working in sensitive habitats,
2 implementation of bluif.top erosion control safety-procedures, proper use of approved T T T
measures1 Capital Equlpment Purchase, · herbicides. working in teams & buddy system, PR PR
equipment rentals flrst~ald conskleratlons, use ·of trail vehicles &
equipment prooer powertool usaaa
Restoration ar-ea preparatlon lnclUding Actual site·prep & invasive removal, herbicidal
3 invasive plant rem Oval {two seasonal prep treatment, biO-mass r~moval, !nstanauon of SP SP SP SP SP SP
efforts) &tralVpUblle access & cont,oJ; appropriate trrigation systems where DC DC
Comrntinltv Outreach appropriate, loading cl dumpsten,
Ac.tual installation of trees1 plants, & grasses, HR HR 4 Restoration ar-ea planUng including ·in!UaJ watering, mulching, weeding. HR HR oc HR HR oc eto.
ongoing tree and plant maintenance (e.g., M M M M 5 Malntenance/weedinglwatering weeding1 wateriP.fJi growth inspection, data DC M M DC M M DC M M DC M
,. collection, recoroing, & reporting)
6 Project Monitoring, Data Collection & Data reporting,. status report prep, invoice R R R R R Renortinn prep, quarterly & ret>ort prep. etc.
P!.=Planlng
T =Tralnlno
PR"Marlte!lnnlnubllcltv
SP =Sl~·Preoaratlon.flnvaslve Removal
HR =Habitat Restomllon/Plan!in•
DC::: Assessment & Data Collectlc..n
M + Malntenanca
R = Reuortfriannvoicinq
FR= Flnat,ProJectReportJng/Year.End
Renortlno
5. How will the project be implemented? Identify specific milestones that would be used
to measure progress of project implementation and who will be responsible for
implementation: See two tables below,
Task . Estimated Start .. Estimated ~olll~letion ..
.. Coinoletion Milestone .•.
1. Project start-up SEP 2018 NOV 2018 Project planning
&team completed; project
organization, & team organized;
18
M
DC
R
FR
detailed project volunteer outreach &
plannin2 (2 months) recruitment initiated.
2. Site assessment, SEP 2018 JAN 2019 Site assessment
Page 3 of 10
September 25, 2018 Item #5 Page 40 of 55
initial site clean-up, completed & project
implementation, & plan updated.
advanced equipment
I materials
purchases.
3. Restoration area DEC2018 FEB 2018 Invasive plans
preparation successfully removed
including invasive AUG 2019 OCT 2019 & treated.
plant & tree
trimming I removal,
& area clean-up (2
events).
4. Restoration area FEB 2019 APR2019 All trees & plants
planting (2 seasonal installed, including
planting events). OCT 2019 DEC 2019 ongoing use of
temporary irrigation
system & spot
watering.
5. Maintenance I MAR2019 FEB 2020 Final project report
Weeding I watering data collection &
( ongoing following invoices submitted to
completion of 1st the City of Carlsbad;
planting). project completion
accepted by the City
of Carlsbad.
6. Project NOV2018 FEB 2020 Final Project report
monitoring, data prepared & submitted,
collection & including final grant
reporting. expense accounting.
Milestone .· lmpleme11tation Responsibiliti~s/Coordination ·
1. Project start-up & team organization, & BLF, CDFW, San Pacifico Master
detailed project planning (3 months) Homeowners Association, Tree of Life
Nursery
2. Site assessment, initial site clean-up, BLF, CDFW, San Pacifico Master
implementation, & advanced equipment I Homeowners Association, Tree of Life
materials purchases. Nursery
3. Restoration area preparation including BLF, San Pacifico Master Homeowners
invasive plant & tree trimming I removal, Association, CDFW, Tree of Life Nursery,
& area clean-up (2 prep efforts). CA Conservation Corps.
4. Restoration area planting (2 planting BLF, San Pacifico Master Homeowners
seasons). Association, CDFW, Tree of Life Nursery,
CA Conservation Corps
5. Maintenance I Weeding I watering. BLF, San Pacifico Master Homeowners
Association, CDFW, Tree of Life Nursery
6. Project monitoring, data collection & BLF, San Pacifico Master Homeowners
reporting. ' Association, CDFW, Tree of Life Nursery
Page 4 of 10
September 25, 2018 Item #5 Page 41 of 55
IV. APPLICANT INFORMATION AND EXPERIENCE:
Individual applicants, please complete items 6 and 10 in this section (Section IV).
Organization/ Agency applicants, please complete all items in this section.
6. This applicant is a (an):
LJ Individual Organization {Non-Profit) [J Organization (For !Profit)
Public Agency (State/local) [j Other
7. a. Years in Business: 38+ Years
b. Number of Employees: 0-AII volunteer-organization
c. Number of Volunteers: Over 400
NOTE: If the applicant is an organization/agency an organizational chart is also required for
submittal.
8. Names of Officers and Board of Directors:
Name:
Fred C. Sandquist
Deborah Mossa
Elizabeth Douglass
Kevin Kienast
Jim Brown
David Hill
Donald Omsted
Jeff Regan
Title:
President & Board Member
Vice President & Board Member
Secretary & Board Member
Treasurer & Board Member
Board Member
Board Member
Board Member
Board Member
Page 5 of 10
September 25, 2018 Item #5 Page 42 of 55
lance Schulte Board Member
Page 6 of 10
September 25, 2018 Item #5 Page 43 of 55
9. What is the purpose or mission of your agency/organization? To preserve, protect and
enhance the environmental and aesthetic features of Batiquitos Lagoon Ecological Reserve and
associated watershed; To help maintain a year-round tidally flushed lagoon and promote healthy
water quality that supports a salt marsh habitat; to promote implementation of a strong
monitoring plan that ensures a healthy habitat for plants, fish, birds and other wildlife; to
educate the public by promoting awareness of the environmental features and public benefits of
the lagoon and wetlands; to work with private individuals or groups and with local, state and
federal government agencies to develop programs for ongoing monitoring, continuing
conservation and restoration of the lagoon habitat; to preserve land in the lagoon watershed for
habitat preservation, watershed management, public access, hiking trails, view point parks,
educational interpretive signage, educational opportunities and scientific research; and to solicit
donations of funds and properties from public and private sources to carry out these important
programs so that the lagoon will be preserved for generations to come.
10. Describe applicant's experience in the project area. 1) Mitsuuchi Property Acquisition,
Completed,..... Grant dosed out in March 2009, California Coastal Conservancy, California
Department of Fish and Wildlife Conservation Board, this grant included funds covering pre-
acquisition (up to $50,000) and the actual purchase ($2.4+ million). The BLF now holds fee-title
and has assumed stewardship for the property, We are implementing removal of invasive
species, restoration, and designing and constructing public access trails. (2) Batiquitos Lagoon
North Shore Restoration Trail Plan, September 1999, California Coastal Conservancy. This plan
focuses on three areas of restoration activities: the eradication and future management of
invasive exotic plant species which degrade wildlife habitat quality; the designation of
permanent trail locations and consistent trail widths; and the revegetation of areas of exotics
removal and previous disturbance with appropriate native plant species. It divides the North
Shore Trail up into 16 geographic areas, defines the existing plants in the area (both native and
non-native), and provides restoration recommendations including appropriate plant pallets. (3)
Batiquitos Lagoon Foundation (BLF) Nature Center Improvements Project, April 29, 2008 (In the
process of being closed), City of Carlsbad Ag Mit Grant AGP 06-03 (Active). Replace existing BLF
Nature Center at 7380 Gabbiano Lane, Carlsbad, CA 92011, with a modern facility that is
compatible with the surrounding Aviara community to provide service to the community, and to
promote and support Carlsbad tourism. (4) Mitsuuchi Property Acquisition, Completed -Grant
dosed out in March 2009, California Coastal Conservancy, CA DFG Wildlife Conservation Board,
this grant included funds covering pre-acquisition (up to $50,000) and the actual purchase ($2.4+
Million). The BLF now holds fee-title and has assumed stewardship for the property. We are
implementing removal of invasive species, restoring areas, and constructing public trails. (5)
Restoration -Section of Former Mitsuuchi Property), 2008-Closed. San Diego Conservation
Resources Network Anonymous Donor Grant, this grant was awarded to restore approximately
5.2 acres coastal sage habitat and implement some erosion control measures. This was a
community-based volunteer restoration project. {6) Batiquitos Lagoon Trail Enhancement
Program, June 1995 -1999, California Coastal Conservancy, awarded the Foundation and
represents a forerunner of the type of grants that came to be routinely issued under the Wetland
Recovery Project. This multi-task grant was used to design and purchase interpretive signs for the
North Shore Hiking Trail, it funded preparation of an Opportunities and Constraints study of the
Page 7 of 10
September 25, 2018 Item #5 Page 44 of 55
habitat in and adjacent to the lagoon, and a revegetation plan for the North Shore. (7) Go Now -
Restore Now for Tomorrow Restoration Project, June 23, 2003 through February 22, 2005,
Southern California Wetlands Recovery Project, California Coastal Conservancy Small Grants
Program. Restoration of 1.72 {Gross), 0.86 (net) acres of coastal sage scrub habitat with native
plants, and install rope-based trail access restriction fence. The project involved removal of over
three tons of biomass material and installation of 800 native plants. Over 75 volunteers
supported the on-ground work. The BLF is now maintaining the project area as part of our
ongoing maintenance program.
V. FINANCIAL RESOURCES/BUDGET
All applicants must attach a budget and a proposed funding schedule for the proposed
project. After a grant has been awarded and prior to distribution of grant funds, the financial
condition of an agency/organization will be evaluated through submittal of either an audited
financial statement (encouraged/preferred); a reviewed financial statement; an IRS-990 tax
return; or other evidence of financial condition as agreed upon by the city. All applicants are
encouraged, bu:! not required, to submit this documentation at the time of application
submittal. The latest BLF IRS.990 Information Return is provided with this application.
11. If other resources/funding will be used, please describe all funding·you have already
secured or anticipate securing for the proposed project, and identify the amount, type, status,
and source(s) of all such funds. Please indicate if no other resources/funding will be used.
Through an agreement with the San Elijo Lagoon Conservancy (SELC) in 2013, the BLF is able to
take advantage of SELC's grants for herbicidal treatment for treatment of invasive trees and
plants for our projects. The advantage of their use is that they already have qualified
personnel with appropriate licenses to perform the work. The cost is covered by their grant
and we take credit for their work as in-kind project budget credit. Our budget includes their
work-power credit estimate. Our budget includes costs for herbicide products which will be
provided to them. Any other costs will be absorbed by the BLF.
12. Describe any previous city funding requested or received {for any project) in the past
five years. The BLF has four active City of Carlsbad Ag Mit grants: City of Carlsbad Nature Center
Replacement, active, AGP-06-03, $180,732; Restoration, Trail Maintenance, & Bathymetric Study
($74,95 funds released; funding released for our Batiquitos Lagoon Resiliency Plan BLRP proiect,
$100,000,_and $50,000 returned to the ACMF program for use, leaving a remaining balance of
un-disbursed funds of $555,594 approved but not approved for disbursal -requires City Council
approval for disbursql); Restoration, Trail maintenance for Cholla Point property and Property
Pre-acquisition activities (Ayres and Murphy properties, AGP 09-03, August 10, 2009, $98,592;
and Batiquitos lagoon North Shore Trail Restoration, Phase 2, AGP-13-02, March 6, 2016,
$23,733.
VI. GENERAL COMMENTS/INFORMATION
13. Is there anything else you wish to make the Committee and City Council aware of
regarding yourself, your organization, or your proposed project? The BLF appreciates the
Page 8 of 10
September 25, 2018 Item #5 Page 45 of 55
support of the Committee and the City Council for restoration related projects. Our experience
has demonstrated the power that a true partnership can have, and we truly appreciate your past
and continued support. The BLF would welcome the opportunity to address the Committee and
City Council, and answer any questions concerning our grant application.
VII. DISCLOSURES/REQUIREMENTS/CERTIFICATION
Disclosures:
These grants may be used in combination with funding from other sources or may be used for
projects for which other funds are not available. Project proponents must submit a written
application. Project proponents may also be asked to make a presentation to the Committee.
The Agricultural Conversion Mitigation Fee Committee will review project proposals and will
recommend to the City Council those projects selected for funding. Final approval of funding
will require City Council approval. This grant opportunity may or may not be available annually
or after the first year, depending upon the number of meritorious proposals, the amount of
funds available, and the amount of funds ultimately awarded by City Council. Projects
approved for funding in the first year have no expressed or implied guarantee for future
funding. The full amount of the available funds may not be disbursed if there are not sufficient
meritorious applications. These grants will not be awarded on a first-come/first-serve basis but
will be considered according to specific criteria. Any project that is awarded funds will be
required to meet agreed-upon milestones. Failure to satisfy the agreed-upon milestones will
result in project reconsideration and possible cessation of funding. All documents submitted
become the property of the City of Carlsbad.
I/we understand the information above:
Yes [i]No D
Reporting Requirements:
Grant recipients will be required to file with the city a report on how the funds were spent
annually, or when funds are spent, or at other agreed upon intervals (e.g., upon achievement of
a milestone), whichever comes first. Proof of project expenses (i.e., receipts) are required to be
held for at least two years (or longer if so specified in the Grant Funding Agreement), during
which time the city reserves the right to audit the records.
I/we agree to adhere to the funding and reporting requirements described above:
Yes[i] D No
Other Requirements
Grant recipients will be required to recognize on all printed material that the project is funded
fully or in part by the City of Carlsbad.
Certification:
We, the undersigned, do hereby attest that the above information is true and correct to the
best of our knowledge. (Two signatures required)
Page 9 of 10
September 25, 2018 Item #5 Page 46 of 55
The proposed project represents phase 4 of a multi-phased restoration program aiong the
north shore of the BlER. The BLF proposes a phased approach of small restoration projects to
minimize wildHfe nesting and plant life impacts, as well as to ensure the sustainability of
restored areas consistent with available resources. A key objective is to continue to build our
already large and successfui community-based volunteer resources to support our work. The
proposed phase 4 project wiii a!so serve to further develop and refine our restoration modei to
ensure our continuing success on succeeding restoration projects.
The proposed project consists of 6 tasks to restore habitat along another section of the BLER,
with a focus on native tree replacement of existing eucalyptus and palms to improve bird
nesting, roosting, and foraging habitat, and wetland restoration adjacent to the lagoon itself.
This project is to serve as a model for future invasive tree, plant and wetland restoration
projects. Partnerships have been established with: Tree of life Nursery; California Department
of Fish and Wildlife (CDFW); San Pacifico Master Homeowners Association; San Elijo lagoon
Conservancy (e.g., licensed herbicidal treatment restoration project specialists); California
Conservation Corps, and other subject area specialists. These partnerships have been
established to ensure project success and help educate and train our volunteer corps and
participants from the community. Habitat improvements will benefit native and endangered
bird and plant sped es. Community involvement, public education, and use of volunteers,
especially from local elementary/junior high schools, high schools, and universities and colleges
will be used. The project will provide information, skill-set development, and on-the-job work
experience, set and serve as a model for more extensive restoration work throughout the
ecological reserve. Torrey Pine and other appropriate native trees will improve native bird
nesting, roosting and foraging site improvements. Appropriate tree and plant pallets have been
developed, and additional native trees and plants will be considered during the restoration
project. This and future restoration projects will consist of six tasks: (1) Planning (Project team
organization, training plan development, policy and procedures development, initial equipment
and materials purchases, equipment and materials purchase, data collection procedure and
documents (e.g., volunteer time sheets, log books, volunteer waivers), site-specific plant
palette development, and project and resource scheduling)); (2) Public Outreach and Training
(e.g., marketing and ongoing volunteer recruitment, volunteer training (e.g., data collection
methodology, how to work in sensitive habitats, safety procedures, proper use of and training
in the use of approved herbicides, working in teams and buddy system, first-aid considerations,
use oftrail vehicles and equipment, proper power tool usage)); (3) Site Preparation and
Invasive Plant Treatment and Removal (e.g., actual site prep and invasive removal, herbicidal
treatment, bio-mass removal, installation of appropriate irrigation systems, loading of
dumpsters); (4) Habitat Restoration (e.g., actual installation oftrees, and plants, including initial
watering, mulching, weeding); (5) habitat maintenance {ongoing tree and plant maintenance
(e.g., weeding, watering, growth assessment and inspection, data collection, equipment and
materials purchases, recording, and reporting)); and (6) Reporting and Administrative (data
recording and reporting, status reports preparation, invoice preparation, copying and
reproduction, final report preparation). In 2012, a formal relationship between the BLF and
CDFW was established through a Memorandum of Agreement and negotiated annual work plan
(note that the 2018 annual work plan is currently being negotiated and has not been approved
Page 2 of3
September 25, 2018 Item #5 Page 49 of 55
by both parties). A copy of this MOA and work plan can be provided when updated, upon
request. As a result of this project, habitat improven1ent for threatened and endangered
coastal sage and riparian species is expected. Project tasks for future restoration phases will
reflect less time for task 1 (Planning), less time for task 2 (e.g., training time will be less, but still
required for new volunteers and sustaining the reguiady participating volunteer base and
overlap of tasks), concurrent scheduling for tasks 3 through 5 (note that once an area has been
planted or new trees and plants added, task 5 (Habitat Maintenance) becomes an ongoing
requirement for sustaining the restored area after the end of the project). The restoration
cyde generally consists of site preparation during the Spring and Summer with managed
caution for nesting birds, and planting during the late Fa!! and Winter to take advantage of the
rainy season to reduce the need for watering. San Pacifico wili provide access to their recyded
water lrrigation system. We will use watering quick-disconnect points. Following project
completion, the BLF will indude ongoing site maintenance in our regular volunteer restoration
and trail maintenance program to ensure sustainability of the restored area.
A new concept included in this restoration project is the use of the California Conservation
Corps (CCC) labor and resources. This will enable us to adhere to a more consistent work
schedule and provide specialized work services (e.g., chipping and mulching, bio-mass removal,
tree and plant installation, dumpster loading and transport of removed blo-mass material). As
a state training program for young adults, the CCC offers on-the-job training and work
experience for their program participants (at least 1 year in the program). The cost for using
the CCC service is included in our project budget.
The project will be able to begin September 1, 2018 or 2 weeks following a "notice to proceed".
Project work is planned to be completed in 17 months, with one additional month needed to
summarize the project results and complete final invoicing for a total estimated project of 18
months.
When completed, the residents of Carlsbad and the many visitors will have a better natural
experience. Area trail improvements will also add to that experience.
Conformance
This project conforms and support the goals and objectives for habitat restoration from: the US
Coast and Geodetic Survey's (USGS) Management and Monitoring Program (MMP); California
Department of Natural Resources (CDNR); California Coastal Conservancy {CCC} and their
Southern California Wetlands Recovery Program (SCWRP); California Department of Fish and
Wildlife; California Invasive Plant Council (Call PC); County of San Diego Habitat Management
Plan {SD HMP}; County of San Diego Habitat Management Specific Plan {HMSP}; the City of
Carlsbad HMP; and the Batiquitos lagoon Foundation1s Strategic Plan.AC
Page 3 of3
September 25, 2018 Item #5 Page 50 of 55
I Batiquitos Lcigoon Foundation BLF) AG Mit Grant.2018 Phase 4 Restoration Grant G-36
Project: Sources of Funding
CA Sales Tax BLF {In-kind CDFW{ln· Total+
Task I Catego.-y Quantity Unit Cost Sub-total (7.75%) Total AG MltGrant &Actual) SELC In-kind kind & Actual) Total Overhead
Task 1 · Project.start-up & team
organization, detailed. project
planning; Preparation of Project
Plan,. capital aqulpmentpurchases · ·.
Personnel
Proaram Manaaer <Hours\ 68 $65.00 $4420.00 $4,420.00 $4 420.00 $4,420.00 $4,773.60
Biologist I Subject Area Expert I
Specialist (Hours\ 68 $65.00 $4 420.00 $4 420.00 $4.420.00 $4420.00 $4,773.60
Task Manaaer /Hours\ 68 $40.00 $2 720.00 $2 720.00 $2,720.00 $2 720.00 $2 937.60
Volunteer (Hours) 137 $21.00 $2,877.00 $2,877.00 $2,877.00 $2,877.00 $3,107.16
Subtotal Personnel $341.00 $14,437.00 $14,437.00 $14,4~7.00 $14,437.00 $15,591.96
Materials and Other Expenses
Postaoe 4 $10.00 $40.00 $3.10 $43.10 $43.10 $43.10 $46.55
Coov I Reoroduction 1 $150.00 $150.00 $11.63 $161.63 $161.63 $161.63 $174.56
Advertising, marketing
materials suooort 3 $106.23 $318.69 $24.70 $343.39 $343.39 $343.39 $370.86
Irrigation commponents (e.g.,
PVC piping & connectors, Quick
disconnec~ green ground vault)
& installation 1 $100.00 $100.00 $7.75 $107.75 $107.75 $1 000.00 $1 107.75 $1196.37
Professional 518" watering hose
(per 200') 2 $17.00 $34.00 $2.72 $36.72 $36.72 $36.72 $39.66
Task Subtotal: $15,079.69 $49.89 $15,129.58 $692.58 $14,437.00 $1,000.00 $16,129.58 $17,419.95
Task 2 Site assessment, initial site
cleanup,· implementation of bluff-top
eroi;lon control measures,.C:apltal
Equipment Purchase; equipment
rentals
' Personnel
Proaram Manaaer /Hours\ 21 $65.00 $1 365.00 $1,365.00 $1,365.00 $1,365.00 $1,474.20
5126/2018 6:38 PM Page 1 of 5
September 25, 2018 Item #5 Page 51 of 55
Batlquitos Lagoon Foundation.(BLF) AG Mit Grant 2018 Phase 4 Restoration Grant G~36
Project: Sources of Fundin!I
CA Sales Tax BLF (In-kind CDFW(ln-Total+
Task 1 Category Quantity Unit Cost Sub-total· (7.75%) Total AG MitGrant &Actual) SELC In-kind kind & Actual) Total Overhead
Biologist I Subject Area Expert I
Soecialist /Hours\ 21 $65.00 $1 365.00 $1,365.00 $1,365.00 $1 365.00 $1 474.20
Task Manaoer (Hours) 28 $40.00 $1120.00 $1 120.00 $1,120.00 $1120.00 $1 209.60
Volunteer (Hours) 206 $21.00 $4,326.00 $4,326.00 $4,326.00 $4,326.00 $4,672.08
Subtotal Personnel 276 $8,176.00 $8,176.00 $8,176.00 $8,176.00 $8,830.08
Materials and Other Expenses
Hand tools (e.g., rakes, hoes,
cliooers lopoers) 1 $200.00 $200.00 $16.00 $216.00 $216.00 $216.00 $233.28
Site/planUtree markers (e.g., flags,
tape markino paint) 2 $75.00 $150.00 $11.63 $161.63 $161.63 $161.63 $174.56
Supplies (e.g., trash bags, hand
iiloves\ 1 $51.40 $51.40 $3.98 $55.38 $55.38 $55.38 $59.81
40 cubic yard high-sided dumpster,
recycling fees, delivery 4 $480.00 $1,920.00 $148.80 $2,068.80 $2,068.80 $2,068.80 $2,234.30
·.
Task Subtotal: $10,497.40 $180,41 $10,677.81 $2,501.81 $8,176,00 $10,677.81 $11,532.03
Task 3 Restoration area: preparation
including invasive plant remo'!al
(two seasonal.· prep efforu;) & .
tr11il/public acce~s & control;
Community Outreach
Personnel
Proaram Manaaer !Hours\ 19 $65.00 $1,235.00 $1,235.00 $1,235.00 $1,235.00 $1,333.80
Biologist I Subject Area Expert I
Specialist (Hours) 146 $65.00 $9 490.00 $9,490.00 $9,490.00 $9 490.00 $10 249.20
Task Manaaer (Hours\ 146 $40.00 $5,840.00 $5 840.00 $5,840.00 $5 840.00 $6 307.20
Volunteer (Hours) 1095 $21.00 $22 995.00 $22,995.00 $22,995.00 $22 995.00 $24,834.60
SELC Herbicidal Treatment
(Hrs.) 20 $40.00 $800.00 $800.00 $800.00 $800.00 $864.00
Subtotal Personnel 1426 $40,360.00 $40,360.00 $39,560.00 $800.00 $40,360.00 $43,588.80
Materials and Other Expenses
Trees -Torrev Pine -15 Gallon 6 $125.00 $750.00 $58.13 $808.13 $808.13 $808.13 $872.78
Trees -other 15 $115.00 $1,725.00 $133.69 $1,858.69 $1,858.69 $1,858.69 $2 007.38
5/26/2018 6:38 PM Page 2 of5 September 25, 2018 Item #5 Page 52 of 55
I Batiquitos Lano.on Foundation (BLF)AG Mit Grant 2018 Phase 4 Restorati<>n.Grant G-36
Project: Sources of Funding
.. · .. ·. Task /Category
CA Sales Tax BLF (In-kind CDFW(ln· Total+
Quantify Unit Cost Sub-total (7;75%) Total AG MitGrant &Actual) SELC In-kind kind & Actual) Total Overhead
Container Plants 350 $9.00 $3 150.00 $244.13 $3 394.13 $3 394.13 $3 394.13 $3,665.66
Mulch • shredded hardwood (Per cubic
vardl 4 $38.00 $152.00 $11.78 $163.78 $163.78 $163.78 $176.88
Soil Amendments I Fertilizer <oer baal 4 $30.00 $120.00 $9.30 $129.30 $129.30 $129.30 $139.64
Herbicide -Round-up I Garlon I
Givohosate /oer aallonl 3 $80.00 $240.00 $18.60 $258.60 $258.60 $258.60 $279.29
Colorina aaent /oer aallonl 1 $42.00 $42.00 $3.26 $45.26 $45.26 $45.26 $48.88
California Conservaation Corps
Services (per task unit)) 2 $3,000.00 $6,000.00 $6,000.00 $6,000.00 $6,000.00 $6,480.00
task Subtotal. . $52,539.0.0 $478.87 $53,017.87 $12,657.87 $39,560.00 $800.00 $53,017.87 $57;259,30
task 4. · • Restoration area planting
Proaram Manaaer /Hours) 23 $55.00 $1,265.00 $1 265.00 $1 265.00 $1,265.00 $1 366.20
Biologist I Subject Area Expert I
Soecialist /Hours l 183 $55.00 $10 065.00 $10,065.00 $10 065.00 $10,065.00 $10 870.20
Task Manaaer (Hours) 183 $40.00 $7 320.00 $7 320.00 $7 320.00 $7 320.00 $7 905.60
Volunteers (Hours) 1368 $18.77 $25,677.36 $25,677.36 $25,677.36 $25,677.36 $27,731.55
Subtotal Personnel 1757 $44,327.36 $44,327.36 $44,327.36 $44,327.36 $47,873.55
Materials and Other Expenses
California Conservaation Corps
Services (per task unit)) 4 $3,000.00 $12,000.00 $12,000.00 $12,000.00 $12,000.00 $12,960.00
Task Subtotal; $88,654,72 $88,654.72 $12,000.00 $44,327.36 $56,327;36 $60,833.55
Task 5 •
Maintenance/weeding/watering
Personnel
Proaram Manaoer (Hours) 6 $65.00 $390.00 $390.00 $390.00 $390.00 $421.20
5/26/2018 6:38 PM Page 3of 5
September 25, 2018 Item #5 Page 53 of 55
Batiaultos Laaoon Foundation (BLF\ AG Mit Grant 2018 Phase 4 Restoration Grant G-36
Project: Sources of Funding
CA Sales Tax BLF (In-kind CDFW(ln-Total+
Task,/Categocy. Gltiaritity Unit Cost Sub-total (7.75%) Total AG MitGrant &Actual) SELC In-kind kind & Actual) Total Overhead
Biologist I Subject Area Expert I
Soecialist /Hours) 42 $65.00 $2 730.00 $2 730.00 $2 730.00 $2 730.00 $2 948.40
Task Manaaer /Hours) 42 $40.00 $1 680.00 $1 680.00 $1,680.00 $1 680.00 $1 814.40
Volunteer (Hours) 124 $21.00 $2,604.00 $2,604.00 $2,604.00 $2,604.00 $2,812.32
Subtotal Personnel 214 $7,404.00 $7,404.00 $7,404.00 $7,404.00 $7,996.32
Materials and Other Expenses
Spot watering (# of times x gallons
per "net" acres) (4 times x 0.89
acres = 3.56l $65.00
California Conservaation Corps
Services (per day) $3,000.00
·. Task Subtotal: $7,404.00 $7,404.00 $7,404.00 $7,404,00 $7,996.32
Task 6 · • Project Monitoring, Data
Collection & Reporting
Personnel '
Proaram Manaaer /Hours) 7 $65.00 $455.00 $455.00 $455.00 $455.00 $491.40
Biologist I Subject Area Expert I
Soecialist /Hours) 7 $65.00 $455.00 $455.00 $455.00 $455.00 $491.40
Task Manaaer /Hoursl 14 $40.00 $560.00 $560.00 $560.00 $560.00 $604.80
Volunteer (Hours) 14 $21.00 $294.00 $294.00 $294.00 $294.00 $317.52
Subtotal Personnel 42 $1,764.00 $1,764.00 $1,764.00 $1,764.00 $1,905.12
Materials and Other Expenses
Postaae 2 $10.00 $20.00 $1.55 $21.55 $21.55 $21.55 $23.27
Coov I reoroduction 1 $200.00 $200.00 $15.50 $215.50 $215.50 $215.50 $232.74
Supplies 1 $100.00 $100.00 $7.75 $107.75 $107.75 $107.75 $116.37
Task Subtotal: ·. $2,084.00 $24.80 $2,108.80 $344.80 $1,764.00 $2,108.80 $2,277.50
5/26/2018 6:38 PM Page 4 of 5
September 25, 2018 Item #5 Page 54 of 55
Pam Drew, Associate Planner
September 25, 2018
Agricultural Conversion Mitigation
Fee Ad Hoc Citizens Advisory
Committee Recommendations
Council Authorization
On February 27,2018,the City Council authorized
the Agricultural Conversion Mitigation Fee Ad Hoc
Citizen’s Advisory Committee (Committee)to solicit
and evaluate grant proposals.
Grant Proposals
Between March 30,2018 and May 30,2018,the
Committee accepted grant applications for funding.
Three organizations submitted grant proposals,
totaling $149,893.
Grant Proposals Cont.
Grant Proposals:
1)Buena Vista Audubon Society (BVAS)- $50,000
2)Agua Hedionda Lagoon Foundation (AHLF) -
$50,000
3)Batiquitos Lagoon Foundation (BLF) - $49,893
Committee Recommendations
On July 26,2018,the Committee met and received
PowerPoint presentations from the three non-profit
organizations.
The Committee recommended that the City Council
fund all three grant applications in full.
AGP 18-01 –BVAS Boardwalk
•The BVAS requested $50,000 to build a boardwalk
along a seasonally flooded stretch of trail.
•340 feet long and six feet wide
•1.5-foot high galvanized steel footings
•Located above the 100-year floodplain
•Pressure-treated yellow pine deck panels &
edging
AGP 18-02 –AHLF Interpretive
Signage Master Plan & Sustainable
Landscape Exhibit
•The AHLF requested $50,000 for an interpretive
signage master plan and a sustainable landscape
exhibit.
•Install signage at the Discovery Center &on the trails
•Construct a sustainable landscape/garden exhibit
•Construct three community planter boxes/beds
AGP 08-03 –BLF North Shore
Restoration
•The BLF requested $49,893 for a habitat restoration
project.
•Remove invasive eucalyptus and palm trees
•Remove invasive plants
•Remove dead plant material
•Plant native trees and plants
Allowable uses for Grant Funds
•Restoration,acquisition and/or management of
coastal and lagoon environments.
•Purchase,improvements,research and/or
ancillary uses of agricultural lands for continued
agricultural production.
Allowable uses for Grant Funds (Cont.)
•Restoration of beaches including sand
replenishment, beach access improvements,
trails, and other beach related improvements.
•Improvements to existing or proposed lagoon
nature centers.
Recommended Action
As recommended by the Agricultural ConversionMitigationFeeAdHocCitizen’s Advisory committee,adopt a Resolution allocating funds from the AgriculturalConversion Mitigation Fee fund to the: 1) Buena VistaAudubonSociety in the amount of $50,000; 2)AguaHediondaLagoonFoundationintheamount of $50,000and 3) Batiquitos Lagoon Foundation in the amount of$49,893, and authorizing the Mayor to execute a LetterofAgreementwith the grant recipients itemizing theagree-upon project milestones and the associated timingofthe release of funds.