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HomeMy WebLinkAboutCT 2018-0002; AVIARA APARTMENTS; PRESERVE MANAGEMENT PLAN; 2021-10-01Prepared by: HELIX Environmental Planning, Inc. 703 Palomar Airport Road, Suite 200 Carlsbad, CA 92011 Prepared for:Aviara, LP 3444 Camino Del Rio North San Diego, CA 92108 Laurel Tree Aviara Project Preserve Management Plan October 2021 THIS PAGE INTENTIONALLY LEFT BLANK LAUREL TREE AVIARA PROJECT PRESERVE MANAGEMENT PLAN Prepared for: Aviara, LP 3444 Camino Del Rio North San Diego, CA 92108 Prepared by: HELIX Environmental Planning, Inc. 703 Palomar Airport Road, Suite 200 Carlsbad, CA 92011 October 2021 THIS PAGE INTENTIONALLY LEFT BLANK i Laurel Tree Aviara Project Preserve Management Plan TABLE OF CONTENTS Section Title Page 1.0 INTRODUCTION.................................................................................................................. 1 1.1 Purpose of the Preserve Management Plan ...................................................................... 1 1.2 Background....................................................................................................................... 1 1.3 Preserve Manager ............................................................................................................. 3 2.0 PRESERVE DESCRIPTION ............................................................................................... 3 2.1 Geographical and Regional Setting .................................................................................. 3 2.2 Preserve Boundaries and Historic/Current Land Use ....................................................... 4 2.3 Geology, Soils, and Hydrology ........................................................................................ 4 2.4 Ownership and Legal Description .................................................................................... 4 2.5 Existing Easements ........................................................................................................... 4 2.6 Restrictive Covenant Compliance .................................................................................... 5 3.0 HABITAT AND SPECIES DESCRIPTION ....................................................................... 5 3.1 Vegetation Communities .................................................................................................. 5 3.2 Plant Species ..................................................................................................................... 6 3.3 Wildlife Species................................................................................................................ 7 3.4 Wildlife Corridors and Linkages ...................................................................................... 7 3.5 Fire History ....................................................................................................................... 7 3.6 Threats .............................................................................................................................. 8 4.0 MANAGEMENT AND MONITORING ............................................................................. 9 4.1 Biological Goals and Tasks .............................................................................................. 9 4.2 Public Use Goals and Tasks ........................................................................................... 13 4.3 Fire Management ............................................................................................................ 13 4.4 Constraints to Implementing ASMDS............................................................................ 14 4.5 Potential Impacts of Implementing ASMDS .................................................................. 14 5.0 ADAPTIVE MANAGEMENT ........................................................................................... 15 ii TABLE OF CONTENTS (cont.) Section Title Page 6.0 ADMINISTRATION AND REPORTING ........................................................................ 16 6.1 Annual Reports and Preserve Management Plan ........................................................... 16 6.2 Data management ........................................................................................................... 17 6.3 Communication and Coordination ................................................................................. 17 6.4 Budget/Endowment Management .................................................................................. 17 6.5 Operations and Staffing .................................................................................................. 18 7.0 REFERENCES ..................................................................................................................... 19 LIST OF APPENDICES A Plant and Animal Species Observed B Special Status Species Potential to Occur C High and Moderate Category Invasive Plants D Laurel Tree Aviara Preserve Estimate for Long-term Management LIST OF FIGURES No. Title Follows Page 1 Regional Location ................................................................................................................4 2 Aerial Photograph ................................................................................................................4 3 USGS Topography ...............................................................................................................4 4 Proposed HMP Preserve ......................................................................................................4 5 Proposed HMP Preserve Restoration, Maintenance, Conceptual Fencing, and Signage ....6 LIST OF TABLES No. Title Page 1 Vegetation Communities .....................................................................................................5 Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 1 1.0 INTRODUCTION 1.1 PURPOSE OF THE PRESERVE MANAGEMENT PLAN The purpose of this Preserve Management Plan (PMP) is to document the long-term management, monitoring, and reporting directives for approximately 1.6 acres of biological open space associated with the Laurel Tree Aviara Project (project) located in the City of Carlsbad (City), California. The 1.6 acres of the biological open space is herein referred to as the Laurel Tree Aviara Preserve (preserve). Implementation of the PMP will help ensure that the preserve is managed in perpetuity consistent with the overarching reserve assembly requirements and management directives of the regional Multiple Habitat Conservation Program (MHCP), Carlsbad Open Space Management Plan (OSMP, TAIC 2004), and Carlsbad Habitat Management Plan (HMP; City 2004). Specifically, the PMP is intended to accomplish the following: • Meet the requirements for environmental documentation to comply with state and federal statutes and regulations; • Identify required personnel qualifications for implementing management goals and objectives; • Serve as a budget planning aid for annual budget preparation; • Provide an overview of the preserve’s management goals and objectives, as well as specific directives for the protection and management of native habitat and wildlife; • Summarize existing data on the native habitat, plants, and wildlife that occur or have the potential to occur within the open space; and • Outline appropriate public uses of the preserve and its resources. 1.2 BACKGROUND The PMP has been prepared in accordance with the mitigation measures and conditions of approval for the project’s Biological Resources Letter Report (HELIX 2018a). Specifically, mitigation measure BIO-2 from the Biological Resources Letter Report states: “The project applicant shall record two types of easements: an open space easement that will be recorded on the final map, and a conservation easement or restrictive covenant that will be recorded by the County of San Diego. The easements shall be recorded over those portions of the property identified as biological open space. Prior to issuance of a grading permit or clearing of vegetation, the project applicant shall prepare a Restoration Plan for the revegetation of the temporary impact areas and proposed creation/substantial restoration areas within the preserve with coastal sage Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 2 scrub. The Restoration Plan shall include five years of maintenance and monitoring to ensure the restoration effort is successful. The project applicant shall prepare a perpetual management, maintenance, and monitoring plan (Preserve Management Plan, PMP) according to the standards contained in Section F.2 of the HMP, Volume 2 and 3 of the MHCP and the citywide open space management plan for the on-site biological conservation easement or restrictive covenant areas. The PMP shall include area specific management directives for treatment of non-native invasive plant species within the project’s open space, in addition to those required to meet HMP adjacency standards. The initial treatment of non-native invasive plant species shall occur within the first year following issuance of grading permit, and periodically thereafter, according to a schedule approved by the City and as funding allows. The applicant shall also establish a non-wasting endowment for an amount approved by the City based on a Property Analysis Record (PAR; Center for Natural Lands Management 2008) or similar cost estimation method to secure the ongoing funding for the perpetual management, maintenance, and monitoring of the biological conservation easement area by an agency, non-profit organization, or other entity approved by the City. Upon approval of the draft PMP, the applicant shall submit the final PMP to the City and a contract with the approved land manager, as well as transfer the funds for the non-wasting endowment to a non-profit conservation entity. The project applicant shall install appropriate permanent fencing, such as three-strand smooth-wire fencing, along the boundary of the open space to discourage human access and allow wildlife to move through unobstructed. The project applicant shall also install signage on the fence to educate and inform the public about the open space and to prohibit access. The fencing shall be shown on all final project plans. Prior to recordation of the final map, issuance of a grading permit or clearing of any habitat or vegetation, whichever occurs first, the following items shall be submitted to the City and approved as final by the City Planning Director or designee: Recordation of Conservation Easement, Mitigation Plan (habitat restoration), Preserve Management Plan/PAR, long-term management funding, Management Agreement with qualified preserve management. The project applicant has agreed to implement the measures for preserve management, recordation of a protective instrument, installation of fencing and signage, preparation and implementation of this PMP, and establishment of an endowment. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 3 1.3 PRESERVE MANAGER San Diego Habitat Conservancy will be the Preserve Manager for the preserve. Mr. Don Scoles, who will be the San Diego Habitat Conservancy (SDHC) manager for this site, meets all of the requirements of a Preserve Manager. The contact information for Mr. Scoles is: Mr. Don Scoles San Diego Habitat Conservancy 2900 Fourth Avenue, Suite #200 San Diego, CA 92103619-365-4839 SDHC@sdhabitat.org 2.0 PRESERVE DESCRIPTION 2.1 GEOGRAPHICAL AND REGIONAL SETTING The approximately 1.6-acre Laurel Tree Aviara preserve is generally located in the central portion of the City of Carlsbad in northern San Diego County, California (Figure 1, Regional Location). More specifically, the site occurs north of Laurel Tree Lane, south of Palomar Airport Road, and east of Hidden Valley Road at the existing Lily’s Enterprise wholesale florist at 1205 Aviara Parkway (Figure 2, Aerial Photograph). The site is situated within an unsectioned portion of the Agua Hedionda land grant, in the Encinitas, California U.S. Geological Survey 7.5-minute quadrangle map (Figure 3, USGS Topography). In the context of the adopted Carlsbad HMP, the project site itself is located within Local Facilities Management Zone (LFMZ) 5, with existing HMP Hardline designations overlaying the Encinas Creek corridor off-site to the immediate north, and slope areas off-site to the immediate west. LFMZ 20 occurs to the immediate south and west of the site, with portions overlapping the southern and western edges of the preserve. The site itself is located outside of the HMP Focus Planning Area (i.e., Cores, Linkages, and Special Resource Areas), and is, therefore, not within a Proposed Hardline or Standards Area. The site is also located within the Coastal Zone, as identified in the certified Carlsbad LCP. The bioregion that generally defines the area is influenced by a coastal Mediterranean climate. The area’s climate, coupled with coastal geological formations and land features, gives rise to an array of habitat types and species that are unique to coastal southern California. Although past agricultural practices and urbanization have resulted in the conversion of land within much of the region, habitat blocks and linkages of undeveloped land occur amongst existing developments that provide important habitat for plant and animal species that reside and migrate to and from the area. Larger habitat blocks exist on steep-sloping land and in and around the three coastal lagoons that occur within Carlsbad: Agua Hedionda Lagoon, Batiquitos Lagoon, and Buena Vista Lagoon. Additional undeveloped areas occur on some of the higher-elevation inland portions of Carlsbad that have not been subjected to intense agricultural practices or development. Grasslands, coastal sage scrub, chaparral, riparian woodlands and forests, and riverine, palustrine, and estuarine habitats all contribute to the overall biological value and aesthetic appeal of the region. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 4 2.2 PRESERVE BOUNDARIES AND HISTORIC/CURRENT LAND USE The 1.6-acre preserve occurs within an approximately 9.5-acre property comprised of Assessor’s Parcel Number [APN] 212-040-56 (Figure 4, Proposed HMP Preserve). The land within the preserve areas is currently undeveloped, with the areas proposed for the Laurel Tree Aviara Apartments currently disturbed and developed with active nursery and commercial uses. Open space and commercial uses occur further to the north of the preserve, and open space and residential uses occur to the south, east, and west. Encinas Creek runs from northeast to northwest to the immediate north of the preserve, with portions of the riparian corridor overlapping the northern preserve areas. The preserve is generally characterized by non-native/ornamental vegetation and disturbed land dominated by hottentot fig (Carpobrotus edulis) with lower densities of fennel (Foeniculum vulgare), bristly ox-tongue (Helminthotheca echioides), tamarisk (Tamarix sp.), black mustard (Brassica nigra), fox chess (Bromus madritensis), and Russian thistle (Salsola tragus). The majority of the preserve areas are highly disturbed from historic and current uses. A restoration plan has been prepared to establish coastal sage scrub in the disturbed areas, which combined with the avoided native habitat, will be added to the HMP Hardline (HELIX 2018b). 2.3 GEOLOGY, SOILS, AND HYDROLOGY The proposed preserve site is characterized as being relatively flat, with Encinas Creek to the north of the site, and an east-facing slope on the east side of the proposed preserve site. Elevations range from approximately 170 feet to 80 feet above mean sea level (amsl). Soils mapped within the preserve include Las Flores loamy fine sand, 2 to 9 percent slopes; Visalia sandy loam, 2 to 5 percent slopes; and Diablo clay, 15 to 30 percent slopes (Bowman 1973; USDA 2013). 2.4 OWNERSHIP AND LEGAL DESCRIPTION The owner of the property is Aviara, LP: Aviara, LP Attn: Dennis Dszuberla 3444 Camino Del Rio N San Diego, CA 92108 Aviara, LP will remain the owner of the land during preserve management, with SDHC as the Preserve Manager and holder of the preserve’s restrictive covenant. 2.5 EXISTING EASEMENTS Several existing easements occur throughout the property, as depicted on Figure 4. These include easements for public utilities, drainage, slope, temporary construction, and roads in favor of San Diego Gas and Electric Company (SDG&E), the County of San Diego (County), and the City. The majority of these easements are located outside of the project’s preserve area. However, ! ! !! !!! ! !! !!!! !! !! !!!!!! !!! !!! !! !! !!!! !! !! ! ! !! !! !! !! !! !! !! !! !! !! !! !! !! !! !!!! !! !!!!!! !!!! !! !!!!!! !! !! !! !! !!!! !! !!!!!!!! !! ! ! !! !! !!!! !! !!!!!! !!!!!! !! !! !! ! ! !! !! !! ! ! ! ! !!!!!! !! !! !!!!!!!! !! !! !! !!! !!!!!!!! !!!! !! !! !! !!!! !!!!!! !! !! !! !! !! !!!! !!!! !! !! !! !! !! !! !! !! !! !! !! !!!! !! !!!! !!!! !! !! !! ! !! !!!! !! !! !! !!!! !! !! !!! !!!!!!!! ! ! !!!!!! !! !!!! !!!!!! !!!! !!!! !! !! !!!! !!!!!!!! !! !! !!!! !! !! !!!!!!!!!!!! !!!! !!!! !! !!!! !! !! !!!! !! !! !!!!!!!!!!!! !! !! !! !! !! !!!!!! !! !!!! !! !! ! !! !! !! !! !! !! !! !! !! !! !! ! !! !!!! !! !! !!!!!! !!!!!! !! !!!! !! !! !! !!!! !! !! !!!! !! !!!! !! !! !! !! !! ! !!!! ! !! !! !! !! !! !! !! !! !!!!!! !! !! !! !! !! !! !! !!!!!!!!! !! !! !! !! !!!! !! !! !! !! !! !!!! ! ! ! ! !! !!!! !!!! !!!!!! !!! !! !! !! !! !! !! !! ! ! !! ! ! ! !! !!!! !!!!!!!!!!!!!!!!!! !! !! !! !! !! !!!!!! !! !!!! !!!! !!!! !! !! !! !! !!!! !! !! !! !! !! !! !! !! !!! ! !!!!!! !!!!!!!! !!!!!!!! !!!!!! !! !! !"a$?¹ Añ?± !"^$ ?³ ?¸ !"^$WÌ !"a$?¸ ?¸ ?t WÊ ?¦ ?¦%&s( !"a$!"^$ WÌ WÎ WÎ ?n Ag Aä ?Ë ?p !"^$%&u( %&s( ?Ë Aä ?p ?¹ POWAY OCEANSIDE CARLSBAD VISTA ESCONDIDO OTAY CHULA VISTA SANTEE SANMARCOS ENCINITAS EL CAJON LA MESA CORONADO NATIONALCITY IMPERIALBEACH LEMONGROVE SOLANABEACH DEL MAR SANDIEGO CAMP PENDLETON LakeSan Marcos Lake Hodges Lake Wohlford Lake RamonaLake Poway Miramar Reservoir San VicenteReservoir LakeMurray SweetwaterReservoir LakeJennings OtayReservoir Pacific Ocean San Die g o B a y Santee Lakes SutherlandReservoir Lake Henshaw El Capitan Reservoir Loveland Reservoir Vail Lake O'Neill Lake Barrett Lake TIJUANA UNITED STATES MEXICO DULZURA JULIAN RAMONA WARNERSPRINGS RIVERSIDECOUNTY ORANGECOUNTY SAN DIEGOCOUNTY ! Project Site ALPINELAJOLLA ?¹ FALLBROOK Figure 1 Regional Location I: \ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ P r e s e r v e M g m t P l a n \ F i g 1 _ R e g i o n a l . m x d S H C - 0 1 0 7 / 2 7 / 1 7 - R K Source: Base Map Layers (SanGIS, 2016)K Laurel Tree Aviara 0 8 Miles Agua Hedionda Palomair Airport Project Site PacificOcean College B o u l e v a r d PalomarAirportRoad Canno n R o a d FaradayAvenu e Poinsettia L a n e A v i a r a P a r k w a y Camino De Las Ondas Pa s e o DelNorte !"^$ B a t i q u i t o s D r i v e H i d d e n V a ll e y Road A r m a d a Drive Project Site Figure 2 Aerial Photograph I: \ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ P r e s e r v e M g m t P l a n \ F i g 2 _ A e r i a l . m x d S H C - 0 1 9 / 5 / 2 0 1 8 - R K Source: Aerial Photo (SanGIS, 2014)K Laurel Tree Aviara 0 2,000 Feet Copyright:© 2013 National Geographic Society, i-cubed Project Site Figure 3 USGS Topography I: \ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ P r e s e r v e M g m t P l a n \ F i g 3 _ U S G S . m x d S H C - 0 1 9 / 5 / 2 0 1 8 - R K Source: Encinitas 7.5' Quad (USGS)K Laurel Tree Aviara 0 2,000 Feet Av i a r a P a r k w a y Laurel Tree Road L a u r e l T r e e L a n e E b b T i d e S t r e e t Laurel Tree L a n e Encinas Cree k Encinas Creek I: \ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ P r e s e r v e M g m t P l a n \ F i g 4 _ P r e s e r v e . m x d S H C - 0 1 1 / 2 5 / 2 0 1 9 - C L Figure 4 Proposed HMP Preserve Source: Aerial (SanGIS, 2014).0 100 Feet Laurel Tree Aviara K Project Site Proposed On-site Preserve/Proposed Hardline Contribution Existing Hardline Easement Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 5 portions of several easements overlap the preserve east of Aviara Parkway, including a City temporary construction easement, City water pipeline easement, and SDG&E utility easement (Figure 4). 2.6 RESTRICTIVE COVENANT COMPLIANCE An open space easement will be recorded on the final map, and a restrictive covenant will be recorded by the County. The restrictive covenant provides lists of permitted and prohibited uses in the preserve, consistent with this PMP. The property owner and Preserve Manager will be responsible for monitoring the preserve to ensure that adjacent landowners and the public are not violating the conditions of the restrictive covenant. 3.0 HABITAT AND SPECIES DESCRIPTION 3.1 VEGETATION COMMUNITIES Vegetation communities or habitat types are classified in this report according to the Carlsbad HMP (City of Carlsbad 2004), with further guidance from Oberbauer et al. (2008) and Holland (1986). A discussion of both the pre-restoration and post-restoration conditions with respect to vegetation communities is provided below. Pre-Restoration Conditions Four vegetation communities or land use types occur within the preserve prior to implementation of restoration: southern willow scrub, Diegan coastal sage scrub, non-native vegetation/ornamental, and disturbed habitat (HELIX 2018a; Figure 5, Proposed HMP Preserve Restoration, Maintenance, Conceptual Fencing, and Signage; Table 1, Vegetation Communities). Table 1 VEGETATION COMMUNITIES1 VEGETATION COMMUNITY HABITAT GROUP PRE-RESTORATION ACREAGE POST-RESTORATION ACREAGE Riparian Southern Willow Scrub F 0.24 0.24 Upland Diegan Coastal Sage Scrub (Unoccupied) D 0.5 1.4 Non-native Vegetation F 0.3 -- Disturbed Habitat F 0.6 -- TOTAL 1.64 1.64 1Riparian habitat rounded to the nearest hundredth; uplands rounded to the nearest tenth. Totals reflect rounding. Post-Restoration Conditions Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 6 Two vegetation communities will occur within the preserve upon completion of project implementation, including restoration actions: southern willow scrub and DCSS. No changes to the southern willow scrub will occur and the habitat will remain in place, subject to active management in accordance with this plan. As depicted on Figure 5, the project would create and restore approximately 1.1 acres of DCSS in areas that are disturbed and characterized by non-native habitat types in the pre-restoration condition. This acreage includes 0.2 acre of DCSS that will be created and/or substantially restored as on-site mitigation, in addition to 0.9 acre that will be restored to meet the riparian buffer restoration requirement. An additional 0.3 acre of existing coastal sage scrub on-site will be avoided and also placed in biological open space. The restoration areas are divided into three main areas in the western, northwestern, and northeastern portions of the site. Within these areas, four different restoration treatment types will be implemented, as follows: • Diegan Coastal Sage Scrub Creation/Substantial Restoration (0.23 acre) • Diegan Coastal Sage Scrub Restoration-Riparian Buffer (0.64 acre) • Diegan Coastal Sage Scrub Restoration-Maintained Low Fuel Native Scrub (0.23 acre) • Diegan Coastal Sage Scrub Restoration-Maintained 50% Succulent Native Scrub (0.02 acre) 3.2 PLANT SPECIES A botanical inventory of the project site, including the preserve, was conducted in 2016. Plants observed on site are listed in Appendix A. Special-status plant species with potential to occur are included in Appendix B. Two plant species listed as special status by the California Native Plant Society ([CNPS] 2016) were confirmed adjacent to the project site. A single southwestern spiny rush individual was mapped along the water’s edge of the southern willow scrub habitat off-site to the northeast of the project site (Figures 5 and 6). In addition, fourteen individuals of San Diego marsh elder were mapped in the same vicinity (Figures 5 and 6). Species Name: Southwestern spiny rush (Juncus acutus ssp. leopoldii) Status: --/-- CNPS Rank 4.2 Distribution: Found in central and southern California, Arizona, and northern Baja California. Habitat(s): Occurs in wet alkaline places, coastal marshes, meadows, and seeps below 3,000 ft. Status on site: A single individual was observed along the edge of the southern willow scrub habitat off-site to the northeast of the preserve. Species Name: San Diego marsh-elder (Iva hayesiana) Status: --/-- CNPS Rank 2B.2 Distribution: Endemic to San Diego County. Habitat(s): Occurs in marshes, washes, and drainages below 2,000 ft. Status on site: Fourteen individuals were observed within the southern willow scrub habitat and coastal sage scrub habitat off-site to the northeast of the preserve. ! ! ! ! ! ! ! ! ! ! ! !! ! ! ! ! ! !! ! ! ! ! ! !! ! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! #* #* #* #* #*#* #* #* #* #*#* #* #* #* #* #* #* #* Av i a r a P a r k w a y Laurel Tree Road L a u r e l T r e e L a n e E b b T i d e S t r e e t Laurel Tree L a n e Encinas Cree k Encinas Creek Ja Ih IhIh Ih (3) Ih (6) I: \ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ P r e s e r v e M g m t P l a n \ F i g 5 _ P r o p o s e d H M P P r e s e r v e . m x d S H C - 0 1 1 / 2 5 / 2 0 1 9 - C L Figure 5 Proposed HMP Preserve Restoration,Maintenance, Conceptual Fencing, and Signage Source: Aerial (SanGIS, 2014).0 100 Feet Laurel Tree Aviara K Project Site Existing Hardline Fuel Modification Zone Proposed On-site Preserve/Proposed Hardline Contribution Coastal Riparian Avoidance Boundary Proposed Setback from Coastal Riparian Avoidance Boundary (min. 50 feet) Coastal Upland Avoidance Boundary Proposed Setback from Coastal Upland Avoidance Boundary (min. 20 feet) ! !Conceptual Fencing Location #*Conceptual Signage Location Restoration Areas Diegan Coastal Sage Scrub Creation/Substantial Restoration Diegan Coastal Sage Scrub Restoration-Riparian Buffer Diegan Coastal Sage Scrub Restoration-Maintained Low Fuel Native Scrub Diegan Coastal Sage Scrub Restoration - Maintained 50% Succulent Native Scrub Vegetation Developed Diegan Coastal Sage Scrub Diegan Coastal Sage Scrub - Disturbed Disturbed Habitat Non-native Grassland Non-native Vegetation Southern Willow Scrub Sensitive Resources hI San Diego Marsh-elder (Iva hayesiana) aJ Southwestern Spiny Rush (Juncus acutus ssp. leopoldii) Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 7 These two species are not listed as either A1 or A2 species in Carlsbad, and thus do not require species-based monitoring. 3.3 WILDLIFE SPECIES Wildlife species observed on the project site, including the preserve are listed in Appendix A. No special-status animals were observed or otherwise detected during the 2017 focused species surveys. Special-status species with potential to occur in the project site are included in Appendix B. Several sensitive animal species have a low potential to occur, including least Bell’s vireo and yellow warbler (Setophaga petechia) in the southern willow scrub, and coastal California gnatcatcher (Polioptila californica californica) in the Diegan coastal sage scrub. Existing disturbances, proximity to developments, and overall poor quality habitat strongly reduce the potential for sensitive animals to occur. 3.4 WILDLIFE CORRIDORS AND LINKAGES Important corridors and linkages have been identified on a local and regional scale throughout the MHCP and Multiple Species Conservation Program (MSCP) planning areas in San Diego County. The planning objectives of most corridors and linkages in coastal San Diego County include establishing a connection between the northern and southern regional populations of the coastal California gnatcatcher, in addition to facilitating movement and connectivity of habitat for large mammals and riparian bird species. As part of the MHCP, the Carlsbad HMP includes an assemblage of HMP Cores, Linkages, and Special Resource Areas (SRAs), with objectives to establish a network of habitat for the conservation of wildlife movement functions, primarily for birds and mammals. The project site encompasses disturbed and undeveloped land within the Carlsbad HMP, outside of HMP Core, Linkages, and SRAs. The project site is proposed for addition to the Existing Hardline that generally follows the Encinas Creek riparian corridor (Figure 5). This corridor has been identified by the City as Minor Linkage M6a (City of Carlsbad et al, 2015). This reach of Encinas Creek is disturbed and adjacent to several developments. Its function to facilitate wildlife movement in local and regional areas is limited due to existing impediments and relatively disturbed riparian habitat. Nevertheless, small and medium-sized mammals and birds could use the riparian corridor within the project reach for dispersal and foraging to and from breeding sites. Camera monitoring conducted in culverts under Aviara Parkway and Laurel Tree Lane detected coyote, bobcat, opossum, rabbit, raccoon, and skunk (City of Carlsbad et al., 2015). Sensitive birds, such as the least Bell’s vireo, have a potential to occur in the Encinas Creek reach, although the best quality habitat occurs further downstream from the project within the Encinas Creek Preserve (North County Habitat Bank). 3.5 FIRE HISTORY HELIX has no record of any fire occurring on the project site (USGS 2018). Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 8 3.6 THREATS Non-Native Invasive Plant Species Non-native and invasive plant species are the highest threat to the preserve. Species such as oats, foxtail chess, pampas grass, fountain grass, bull thistle, Russian thistle, ice plant, eucalyptus, palm, black mustard, fox chess, and Russian thistle were all observed in the preserve. Upstream portions of Encinas Creek are already being managed, including invasive removal work by the San Elijo Lagoon Conservancy and monitoring and management of the Encinas Preserve by the Center for Natural Lands Management; therefore, there should be minimal recruitment of invasive species from upstream sources. Intensive treatment of invasives will be completed in year one, followed by twice-annual invasive treatment thereafter. Unauthorized Access/Human Use The second highest threat to the preserve is unauthorized access and human use. The preserve is situated adjacent to areas that are regularly used by people. It is currently subjected to occasional use by homeless individuals. Increased human and pet access is a concern in preserve areas and can result in increased edge effects such as trampling of vegetation, introduction of non-native species, unauthorized dumping, harassment of wildlife, and other adverse impacts. As a condition of project approval, permanent fencing will be installed where development abuts the northern and western portions of the preserve at locations most susceptible to unauthorized human access (Figure 5). The preserve will be posted with signs precluding access due to habitat sensitivity and prohibiting dumping (Figure 5). Further, the preserve will be inspected regularly by the Laurel Tree Aviara development owner and Preserve Manager to monitor for unauthorized human use. Erosion Erosion currently poses a moderate threat to the preserve, given that the slope on the west side is disturbed. Additionally, preserve areas adjacent to Encinas Creek that are disturbed have potential to erode and deposit sediment into Encinas Creek. However, the disturbed areas will be restored with coastal sage scrub, which will improve its stability. Until vegetation has become established, supplemental erosion control measures will be in place to help prevent erosion within the preserve. These may include, but are not limited to, organic matting, fiber rolls (straw wattles), and silt fencing. Straw wattles used on the project site must only incorporate biodegradable netting. Erosion control measures will be kept in place by the restoration contractor until the restoration area has met performance standards and has been determined to no longer present an erosion threat, which will occur before the Preserve Manager takes responsibility for that area. The need for erosion control is not currently identified outside of the preserve area. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 9 4.0 MANAGEMENT AND MONITORING This section provides goals and tasks in the form of ASMDs to direct management of and monitoring within this preserve. The goals and ASMDs guide all management decisions until the plan is revised and updated. Because management and monitoring are interdependent, they are discussed together. Preserve management and implementation of ASMDs will be the responsibility of the Preserve Manager. The management and monitoring tasks prescribed for this preserve are detailed below. 4.1 BIOLOGICAL GOALS AND TASKS GOAL 1: Monitor habitat status and sensitive species to determine if each goal identified in the PMP will be met. OBJECTIVE 1: Annually, the Preserve Manager will assess the monitoring and maintenance activities performed, efforts toward achieving each goal identified in this PMP, problems encountered, corrective actions taken, and adaptive management recommendations for the following year. ASMD 1: • Quarterly Monitoring – The Preserve Manager will perform quarterly site visits to the preserve for patrolling and general preserve checks. During the visits, the preserve will be visually inspected for estimated non-native plant species coverage, non-native pest infestations, general wildlife use, and overall health and vigor of the habitat. Specifically, the Preserve Manager shall complete the following during site visits each year: Monitoring of Non-Native Plant Species – Assessment of non-native plant species shall be qualitative given the small size of the preserve. Two of the visits shall coincide with the twice-annual weeding events, during which non-native plant species treatment and removal shall be monitored and directed by the Preserve Manager. Additional monitoring can take place during other visits throughout the year. Monitoring of Pest Infestation – The preserve shall be visually inspected for sign of pest infestation (e.g., Polyphagous shot hole borer). Confirmed infestation shall be immediately reported to the Carlsbad HMP Preserve Steward. Photo-Documentation – At least four photo documentation stations will be mapped on an aerial photo using Global Positioning Satellite (GPS) equipment. These locations will be selected to capture large areas of contiguous habitat to allow for monitoring of visual changes in habitat quality and quantity, and will be utilized on an annual basis. The photo documentation stations will be utilized for the life of the project. • Annual Survey – The Preserve Manager should conduct an annual general biological resources survey, which may be conducted concurrently with a quarterly patrol/site visit. The Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 10 annual general biological resources survey should only be conducted by qualified personnel with demonstrated knowledge of local flora and fauna who will identify and map (with GPS coordinates) observations of any sensitive species onsite. • Five-Year Vegetation and Sensitive Species Mapping – Every five years, the Preserve Manager shall include in the annual report an updated map depicting vegetation communities and sensitive species observed or otherwise detected during monitoring. GOAL 2: Eliminate invasive non-native plants noted during site visits performed by the Preserve Manager. OBJECTIVE 2: During Year 1, non-native plant species coverage in the preserve will be reduced and maintained at 10 percent or less. Following the Year 1 treatment, resprouting or new infestations of invasive non-native plants shall be monitored and treated twice a year within the rainy season. Treatment of non-natives shall occur concurrently with the site visits performed by the Preserve Manager. ASMD 2: • Non-Native Plant Species Treatment and Control – Non-native plant species considered to be highly invasive by the California Invasive Plant Council (Cal-IPC High and Moderate category species; Appendix C) shall be targeted for eradication within preserve boundaries. Regardless of listing as an invasive species or not, non-native species known by the scientific community to be locally invasive, in addition to Cal-IPC medium and high-risk species, will be controlled to minimize competition with native species. Non-native invasive plant species are a particularly significant threat to natural communities throughout southern California and are prevalent within the preserve. Oats, foxtail chess, pampas grass, fountain grass, bull thistle, Russian thistle, ice plant, eucalyptus, palm, black mustard, fox chess, and Russian thistle are species of particular concern in the preserve. Treatment of non-native plant species shall occur as follows: Year 1 Treatment and Control – An intensive treatment of non-native plant species shall be conducted over the entire preserve during Year 1. The least toxic methods that provide effective control will be used (in order of preference: mechanical, organic herbicide, other herbicide). At the direction of the Preserve Manager, invasive plants shall be treated with herbicides and left in place or removed and disposed of at an approved off-site location, such as the Waste Management facility at 5960 Reef Circle, Carlsbad, California. Invasive plants should be removed and disposed of off-site when flowering or producing seed. Invasive plants may be treated with herbicide and left in place if they are not flowering/producing seed, and are not growing directly adjacent to native plants. Herbicides may only be applied by a licensed pesticide applicator under the supervision of a qualified biologist. A qualitative assessment of non-native plant species coverage shall be completed after the intensive treatment and at the end of Year 1 by the Preserve Manager. The goal for Year 1 will be to reduce living, non-native plant species coverage in the preserve to 10 percent or less. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 11 Long-Term Management After Year 1 – Following the Year 1 treatment, resprouting or new infestations of invasive non-native plants shall be monitored for and treated at least twice a year within the rainy season, when non-natives are most prevalent. Treatment of non-natives shall occur concurrently with the site visits performed by the Preserve Manager. Eradication of established invasives may require several treatments per year for several years, and shall be conducted at the appropriate time of year for the targeted species based on that species’ biology. As prescribed for Year 1, the least toxic methods that provide effective control will be used first before moving on to other methods. Non-native plant species treatment and removal activities such as use of gas-powered chainsaws and weed whippers that may disturb raptors and migratory birds should avoid the general bird breeding season (January 15 through September 15). If these activities must occur during the breeding season, they shall be limited to areas where the Preserve Manager has confirmed the absence of active bird nests. GOAL 3: Prevent unauthorized access/human use by inspecting the site for unauthorized access, damage, or vandalism. OBJECTIVE 3: The Preserve Manager will perform quarterly site visits and visually inspect the preserve for unauthorized access, fencing and signage damage, and vandalism. All cited access items should be repaired or replaced. Residential structures adjacent to the preserve may lead to unauthorized trails, trash, and dumping as a continued threat to the preserve. As depicted on Figure 5, permanent fencing will be installed by the owner where development abuts the northern and western portions of the preserve at locations most susceptible to unauthorized human access. The fencing will deter but not preclude access to the preserve. ASMD 3: • Quarterly Monitoring – The Preserve Manager will perform quarterly site visits to the preserve for patrolling and general preserve checks as described under ASMD 1. During the visits, the preserve will also be visually inspected for unauthorized access, fencing and signage damage, and vandalism. Specifically, the Preserve Manager shall complete the following during site visits each year: Monitoring of Unauthorized Access, Fencing and Signage, and Vandalism – Visual inspection of the preserve for unauthorized access, fencing and signage damage, and vandalism shall be completed by the Preserve Manager. Fencing of the preserve shall be kept in place consistent with the fencing plan (Figure 5). Fencing and signage that is damaged and no longer effective to control access and notify the public shall be replaced by the property owner. Illegal trespass, homeless use, vandalism, and other illegal activities shall be reported to the Carlsbad Police Department. The Laurel Tree Aviara development owner shall also provide inspection for unauthorized uses of the preserve and report homeless use, vandalism, and other illegal activities to the Carlsbad Police Department. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 12 Trash Removal – Trash removal will be completed by the Preserve Manager and maintenance crews, as observed, during each visit. Trash will also be regularly removed by the Laurel Tree Aviara development owner. Trash shall be disposed of properly at off-site locations. GOAL 4: Control erosion by visually inspecting the preserve. OBJECTIVE 4: The Preserve Manager will perform quarterly site visits to the preserve, visually inspect areas susceptible to erosion damage, and install, repair, and/or replace erosion control devices, if necessary, twice a year (or as needed) during non-native plant species treatment events. Unchecked erosion can result in the degradation of upland habitats through the elimination of topsoil and sedimentation. Erosion is often the result of uncontrolled access that results in unauthorized trails. Erosion is a concern on the northern and eastern side of the preserve where areas will be planted with native species according to the Laurel Tree Aviara Project Restoration Plan (HELIX 2018b) and landscape plans prepared by GMP. ASMD 4: • Installation and Maintenance of Erosion Control Devices – Erosion on the restored slope within the preserve is required to be addressed by the restoration contractor as part of the Laurel Tree Aviara project and in accordance with the project’s Best Management Practices (BMPs) and erosion control measures specified on the project’s landscape plans. Excessive erosion within these portions of the preserve will be addressed through installation and maintenance BMPs such as the use of straw wattles with biodegradable netting, rock water diversion structures in upland areas, reseeding bare areas, and other measures as appropriate. Erosion control within the restoration area will be the responsibility of the restoration contractor until the restoration effort achieves sign-off from the City, at which point the slope should be substantially stabilized. The BMPs that maximize the use of native material should be selected whenever feasible. • Quarterly Monitoring – The Preserve Manager will perform quarterly site visits to the preserve as described under ASMD 1. During the visits, the preserve will also be visually inspected for erosion. Specifically, the Preserve Manager shall complete the following during site visits each year: Monitoring of Erosion – The Preserve Manager will visually inspect areas susceptible to erosion damage during the monitoring visits. Installation, repair, and replacement of erosion control devices, if necessary, will be completed twice a year by the Preserve Manager during non-native plant species treatment events. Controlling access to the preserve as outlined in the Unauthorized Access section above will help to minimize erosion from unauthorized foot trails. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 13 4.2 PUBLIC USE GOALS AND TASKS GOAL 5: Limit public use to activities that benefit the preserve. OBJECTIVE 5: The Preserve Manager will allow access to the preserve for activities that do not adversely affect the preserve. These activities will be supervised by the Preserve Manager or a qualified biologist. The preserve is not identified for recreational use and does not include any authorized trails; therefore, there will be no public use except as specified below. ASMD 5: • Enforce Access Restrictions – The Preserve Manager will enforce access rules during visits. The Preserve Manager will allow access to the preserve for science, research, and volunteer habitat management (trash removal, invasive plant removal), at the discretion of the Preserve Manager and as long as these activities do not adversely affect the preserve. Any volunteers conducting habitat management tasks will be supervised by the Preserve Manager or a qualified biologist. The owner will post appropriate signage. Each sign will identify that the property is protected habitat, provide contact information, and other pertinent information. Additionally, the Preserve Manager will coordinate with adjacent residents as necessary to address any concerns or answer questions. 4.3 FIRE MANAGEMENT Protecting human life and safety is the first priority of every fire management activity. This is the responsibility of the City of Carlsbad Fire Department. It is expected that the fire department will suppress 100 percent of all unplanned wildland fires, regardless of ignition source, to the smallest size possible, protecting preserved habitat and adjacent property. Wildland fire is not a substantial threat to the preserve based on its small size and urban location, and as evidenced by the lack of fire history on-site. The Preserve Manager will be available to address any inquiries from neighboring residents regarding the fire protection measures that have been incorporated into the project and what actions will be taken, pre- and post-fire, in the event that a fire occurs. The development project includes structures adjacent to native habitat or preserve area; however, required fuel modification and specific low-fuel planting areas have been prescribed at key interface areas (Figure 5). Furthermore, as required, the project is subject to an approved Fire Management Plan to ensure appropriate design features and measures are in place to help protect against fires. The DCSS Restoration-Maintained Low Fuel Native Scrub shall be maintained by the owner to achieve native low fuel species composition throughout and the DCSS Maintained 50 percent Succulent Native Scrub shall be maintained by the owner to achieve at least 50 percent coverage of native succulents. The owner will coordinate with the Preserve Manager before maintenance events. Plant and seed designated for the low-fuel area are detailed in the Laurel Tree Aviara Restoration Plan (HELIX 2019). Areas within the riparian buffer for the preserve are proposed to be restored with native coastal sage scrub in accordance with three Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 14 specific plant palettes that achieve desired biological functions while meeting the low-fuel and succulent requirements for fire management. The fire management and fuel modification zone requirements for the project include the standard 60-feet of fuel modification, with a 20-foot Zone C-1, 20-foot Zone C-2, and 20-foot Zone C-3. Fuel modification terminates at the property boundary where it is less than the minimum 60-feet. Following a fire, the Preserve Manager will visually inspect the site for changes in non-native cover, pest infestations, and overall vigor of the habitat communities during regular maintenance and surveying activities to ensure that the habitat recovers to a healthy sustainable condition. The Preserve Manager will further coordinate with the City regarding post-fire recovery actions. If monitoring shows that the habitat is not recovering sufficiently, appropriate adaptive management measures (such as installation of erosion control BMPs, invasive species control, or revegetating) will be applied. The Preserve Manager should conduct post-fire habitat monitoring annually for up to five years in accordance with the City post-fire recovery protocols. Non-native invasive plant species are a particularly significant threat to natural communities throughout southern California in habitats recovering from fire or other disturbance. Non-native species shall be targeted for eradication within preserve boundaries by the Preserve Manager or a qualified biologist. Eradication may include removal by hand, weed whip, mowing or, if necessary, herbicides. The least toxic method that effectively removes the weeds should be used. Eradication of established invasive may require several herbicide applications per year for several years and shall be conducted at the appropriate time of year for the targeted species based on that species’ biology. Herbicides may only be applied by a licensed pesticide applicator under the supervision of a qualified biologist. Following wildfires, unchecked erosion can result in excessive erosion and degradation of upland habitats through the elimination of topsoil and sedimentation. Excessive erosion within the preserve will be addressed through BMPs recommended by the Preserve Manager, such as the use of straw wattles with biodegradable netting, rock water diversion structures in upland areas, reseeding bare areas, and other measures as appropriate. BMPs that maximize the use of native material should be selected whenever feasible. 4.4 CONSTRAINTS TO IMPLEMENTING ASMDS There are no significant constraints to management. The preserve is small in size and easily accessible. 4.5 POTENTIAL IMPACTS OF IMPLEMENTING ASMDS There is the potential for temporary adverse impacts to habitats and species as part of the overall management of the preserve. Specific examples include incidental impacts to native plant species during non-native plant removal efforts, potential for harassment of nesting bird species during non-native plant removal, and survey efforts. These impacts will be avoided and/or minimized by the ASMD’s noted above, and the activities associated with these impacts are anticipated to have a net long-term benefit to the habitat and sensitive species within the preserve. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 15 5.0 ADAPTIVE MANAGEMENT GOAL 6: Evaluate results and adjust management appropriately to meet the PMP goals and the City of Carlsbad’s commitment to the conservation goals of the HMP/MHCP. OBJECTIVE 6: The Preserve Manager will perform ongoing evaluation each year to determine the need for adjusting management actions in response to new information and changing conditions. The term adaptive management was adopted by Holling (1978) for natural resource management, who described adaptive management as an interactive process that not only reduces but also benefits from uncertainty. Adaptive management includes steps that may be involved in a long-term adaptive implementation program, including opportunistic learning, management, monitoring, and directing the results of analysis and assessment back into the program through decision-makers. It is important that the PMP incorporate the flexibility to change implementation strategies after the initial startup. The PMP is intended to be flexible enough to develop adaptive management strategies that will facilitate and improve the decision-making process for operating the conservation program of the PMP as well as provide for informative decision-making. The PMP is also intended to be flexible enough to incorporate management and monitoring methods provided by the regional management and monitoring group that would be appropriate for the preserve. In addition, the Preserve Manager is expected to learn from and incorporate new implementation strategies based on their own observations, reviewing updated scientific literature (species biology, management/monitoring techniques, etc.), and networking with other land managers in the region. Adaptive management relies on monitoring efforts such as those outlined in Section 4.0 above to detect changes in species, habitats, and/or threats. Impacts from altered fire regime or climate change may also necessitate adaptive management strategies in the future. Linking the monitoring program with adaptive management actions will inform preserve managers of the status of target species, natural communities, and essential ecological processes, as well as the effectiveness of management actions in a manner that provides data to allow informed management actions and decisions. When change is detected, the Preserve Manager assesses the information and responds by initiating, modifying, or even ending a particular management strategy, if necessary. An important component of implementing the management measures described above will include evaluating data from monitoring activities to determine whether trends in threats are part of a natural cycle of fluctuation or are anthropogenic. If there is a substantial decline in native species compared to the baseline (e.g., greater presence of invasive non-native plants) or other apparent threats to habitat conditions are observed, remedial measures will be evaluated with the City and implemented on an as-needed basis, based on the best available science. Adaptive management measures shall be limited to funds available for adaptive management as detailed in the Estimate for Long-term Management (ELM) which was prepared in lieu of a PAR. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 16 ASMD 6: • Adaptive Management Measures – The need to implement adaptive management measures pertaining to non-native species control, unauthorized access/human use, and erosion will be determined during the site visits. Adaptive management measures shall be implemented under the direction of the Preserve Manager, as-needed and as funding is available. Modify Management and Coordinate with Regional Efforts – Continue to learn and modify management approaches by testing assumptions through purposeful monitoring and coordinating with local and regional monitoring and management entities, such as the Carlsbad HMP Preserve Steward and San Diego Management and Monitoring Program. Restore Natural Communities Impacted by Altered Fire Regime or Climate Change – If natural communities are altered due to habitat conversion or prolonged drought to the degree that they can no longer support covered species at levels that existed at preserve acquisition or post-restoration, the Preserve Manager will coordinate with wildlife agencies to determine if habitat restoration is warranted. Habitat restoration should be implemented using current and appropriate climate condition information. Funding for additional habitat restoration may be reallocated from existing management priorities or using contingency funds, as appropriate, or by pursuing outside funding sources. Five-Year PMP Update – Annually assess the overall management/monitoring strategy (frequency, methods, priorities, etc.), and update this PMP every five years as appropriate to meet the commitment to Carlsbad HMP conservation goals. A review of the goals and objectives of the PMP will also be conducted at that time. 6.0 ADMINISTRATION AND REPORTING This section addresses the operation and maintenance of the PMP, including funding and staffing, and reporting. 6.1 ANNUAL REPORTS AND PRESERVE MANAGEMENT PLAN An annual report summarizing the status of the preserve, monitoring survey results, and all major management tasks will be prepared by the Preserve Manager and provided to the City following the first year of management and annually thereafter, in October. The report shall discuss the previous year’s management and monitoring activities, as well as management/monitoring anticipated in the upcoming year. It shall provide a concise and complete summary of management and monitoring methods, identify new management issues, address management issues raised in the previous year’s report, report on the success or failure of management approaches (based on monitoring), and every fifth year it shall include updated mapping of vegetation and sensitive species. Photos from the photo monitoring stations shall be attached to the report. The report shall also outline appropriate remedial measures for those approaches not yielding satisfactory results. It shall include a summary of changes from baseline or previous year Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 17 conditions, including an assessment of the overall health of vegetation communities in the preserve and any changes in health or distribution of sensitive plant or animal populations, and any areas of increased trespass or dumping. The report shall also address the need for any adaptive management resulting from previous monitoring and provide a methodology for measuring the success of any new or modified maintenance and/or monitoring measures. The report will also provide a financial summary describing expenditures for the year, and the status of the endowment. The PMP shall be updated every five years by the Preserve Manager, based on data collected during the annual reporting efforts, including photo documentation, and the best available science. The update should review any changes in site conditions, management priorities, and adaptive management strategies. Additionally, management strategies may evolve, or the property could be reviewed within the context of ongoing regional planning efforts that may warrant revisions to the PMP. Implementation of adaptive management strategies will be limited to funds available in the ELM. The annual report will summarize management of the annual budget and costs associated with one-time and ongoing management tasks, with the expectation that there will be a year-to-year variability of management costs based on management needs for any given year. A discussion of projected versus actual costs, and an accounting of the endowment, including the original endowment amount, current status of the endowment, interest earned, and projected and actual annual costs will also be provided. 6.2 DATA MANAGEMENT Vegetation, sensitive resource data, and non-native species mapping will be maintained in a digital (GIS) format and will be provided in digital format to the City annually unless there has been no change from the previous year, but at least every five years. During years with no change, the City shall be notified of this and that no GIS will be provided for that year. Photo documentation of the site will be maintained digitally and will also be provided to the City every five years, if not already submitted with annual reports. 6.3 COMMUNICATION AND COORDINATION The owner and the Preserve Manager will coordinate with the City, the Carlsbad HMP Preserve Steward, other preserve managers, local volunteer groups, the resource agencies, and the adjacent businesses. The Preserve Manager will participate in the annual public workshop for HMP implementation hosted by the City. No other public training is needed since the preserve is not located in a residential area. 6.4 BUDGET/ENDOWMENT MANAGEMENT Implementation of the PMP will be paid for by funds provided by a start-up payment for the first three years of management, as well as an initial non-wasting cash endowment. Aviara, LP, or their successor and assign, will make total payments of $308,332.81 to include initial funding of $52,226.93, emergency and legal fund of $9,850.23, and an endowment of $246,255.65 to fund Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 18 annual management based on the ELM prepared for the preserve (Appendix D; Laurel Tree Aviara Preserve Estimate for Long-term Management). The endowment shall be held by The San Diego Foundation. The Preserve Manager shall have a duty of loyalty and shall not use the Endowment funds for its benefit. The San Diego Foundation is expected to act as a prudent investor of the Endowment funds. These safeguards will ensure that the funds will be available for long-term management in perpetuity. 6.5 OPERATIONS AND STAFFING Mr. Scoles will be the SDHC manager for this site and will be responsible for the implementation of the field management and monitoring efforts. Weeding and specific management efforts requiring significant labor will be conducted by landscape maintenance crews overseen by Mr. Scoles. Mr. Scoles is the Executive Director for SDHC and will oversee implementation of the PMP, as well as provide budget oversight. Preserve Management Plan for the Laurel Tree Aviara Project / 02153.00001.002 / October 2021 19 7.0 REFERENCES Bowman, R.H. 1973. Soil survey of San Diego Area, California. USDA. Soil Conserv. Serv., Washington, DC. California Native Plant Society (CNPS). 2016. Inventory of Rare, Threatened, and Endangered Plants of California. Internet searchable database. Available at: www.rareplants.cnps.org. Updated quarterly. February. City of Carlsbad. 2004. Habitat Management Plan for Natural Communities in the City of Carlsbad. November. 2015. Center for Natural Lands Management, and Environmental Science Associates. City of Carlsbad Wildlife Movement Analysis Final Report. Submitted to the California Department of Fish and Wildlife as partial fulfillment of Local Assistance Grant. HELIX Environmental Planning, Inc. (HELIX). 2018a. Biological Resources Letter Report for the Laurel Tree Aviara Project. July 17. 2018b. Laurel Tree Aviara Project Restoration Plan (Draft). September. Holland, R.F. 1986. Preliminary Descriptions of the Terrestrial Natural Communities of California. Nongame-Heritage Program, State of California, Department of Fish and Game, Sacramento, 156 pp. Holling, C. S. (ed). 1978. Adaptive Environmental Management and Assessment. Wiley, Chichester. Oberbauer, T, Meghan Kelly, and Jeremy Buegge. 2008. Draft vegetation communities of San Diego County based on “Preliminary Descriptions of the Terrestrial Natural Communities of California”, Robert F. Holland, Ph.D., October 1986. San Diego Association of Governments, San Diego, California. 73 pp. TAIC. 2004. City of Carlsbad Open Space Management Plan. Technology Associates International Corporation in association with the Center for Natural Lands Management. May 2004. U.S. Department of Agriculture (USDA). 2013. Web Soil Survey. Natural Resources Conservation Service. Online. http://websoilsurvey.nrcs.usda.gov/app/HomePage.htm. U.S. Geological Survey (USGS). 2018. Federal Fire Occurrence Map Viewer. Online. https://wildfire.cr.usgs.gov/firehistory/viewer/viewer.htm. Appendix A PLANT AND ANIMAL SPECIES OBSERVED A-1 Appendix A PLANT SPECIES OBSERVED FAMILY SPECIES NAME COMMON NAME Native Species Adoxaceae Sambucus nigra ssp. caerulea blue elderberry Anacardiaceae Malosma laurina laurel sumac Rhus integrifolia lemonadeberry Asteraceae Ambrosia psilostachya western ragweed Artemisia californica California sagebrush Artemisia douglasiana mugwort Baccharis pilularis coyote brush Baccharis salicifolia mule fat Deinandra fasciculata fascicled tarplant Encelia californica California encelia Isocoma menziesii goldenbush Iva hayesiana† San Diego marsh-elder† Pseudognaphalium biolettii bicolor cudweed Xanthium strumarium cocklebur Boraginaceae Heliotropium curassavicum var. occulatum salt heliotrope Cactaceae Opuntia littoralis coastal prickly pear Chenopodiaceae Chenopodium sp. goosefoot Cyperaceae Cyperus eragrostis tall flatsedge Cyperus esculentus yellow nutsedge Eleocharis macrostachya pale spike-rush Schoenoplectus acutus var. occidentalis tule Fabaceae Acmispon glaber deerweed Gentianaceae Zeltnera venusta canchalagua Iridaceae Sisyrinchium bellum blue-eyed grass Juncaceae Juncus acutus ssp. leopoldii† southwestern spiny rush† Lamiaceae Salvia mellifera black sage Malvaceae Malacothamnus fasciculatus chaparral mallow Onagraceae Epilobium ciliatum ssp. ciliatum willow herb Oenothera elata ssp. hookeri Hooker’s evening primrose Phrymaceae Mimulus aurantiacus monkey-flower Pinaceae Pinus sp. Pine A-2 Appendix A (cont.) PLANT SPECIES OBSERVED Native Species (cont.) Polygonaceae Eriogonum fasciculatum buckwheat Rosaceae Heteromeles arbutifolia toyon Salicaceae Populus fremontii ssp. fremontii Fremont cottonwood Salicaceae Salix gooddingii Goodding's black willow Salicaceae Salix lasiolepis arroyo willow Saururacaea Anemopsis californica yerba mansa Solanaceae Datura wrightii jimson weed Solanaceae Solanum americanum white nightshade Typhaceae Typha domingensis southern cattail Non-native Species Aizoaceae Carpobrotus edulis hottentot-fig Mesembryanthemum crystallinum crystalline iceplant Mesembryanthemum nodiflorum slender-leaved iceplant Apiaceae Conium maculatum poison-hemlock Foeniculum vulgare fennel Arecaceae Washingtonia robusta Mexican fan palm Asparagaceae Asparagus asparagoides bridal creeper Asteraceae Glebionis coronaria garland daisy Helminthotheca echioides bristly ox-tongue Lactuca serriola wild lettuce Sonchus oleraceus common sow thistle Brassicaceae Brassica nigra black mustard Hirschfeldia incana short-pod mustard Raphanus sativus wild radish Sisymbrium irio London rocket Caprifoliaceae Lonicera japonica honeysuckle Chenopodiaceae Atriplex semibaccata Australian saltbush Salsola tragus Russian thistle Euphorbiaceae Chamaesyce maculata spotted spurge Fabaceae Acacia sp. acacia Lamiaceae Rosmarinus officinalis rosemary Myrsinaceae Lysimachia arvensis scarlet pimpernel Myrtaceae Eucalyptus sp. eucalyptus Pittosporaceae Pittosporum sp. cheesewood Poaceae Avena sp. oats A-3 Non-native Species (cont.) Poaceae Bromus diandrus common ripgut grass Bromus madritensis foxtail chess Cortaderia selloana white pampasgrass Cynodon dactylon Bermuda grass Paspalum dilatatum dallis grass Polypogon monspeliensis annual beardgrass Polygonaceae Rumex crispus curly dock Rosaceae Eriobotrya japonica loquat Solanaceae Nicotiana glauca tree tobacco Tamaricaceae Tamarix sp. tamarisk Tropaeolaceae Tropaeolum majus nasturtium Animal Species Observed FAMILY SPECIES NAME COMMON NAME Birds Aegithalidae Psaltriparus minimus bushtit Cardinalidae Pheucticus melanocephalus black-headed grosbeak Corvidae Aphelocoma californica western scrub-jay Corvus brachyrhynchos American crow Emberizidae Melozone crissalis California towhee Pipilo maculatus spotted towhee Fringillidae Haemorhous mexicanus house finch Spinus psaltria lesser goldfinch Parulidae Geothlypis trichas common yellowthroat Icteria virens† yellow-breasted chat† Picidae Picoides nuttallii Nuttall's woodpecker Trochilidae Calypte anna Anna's hummingbird Troglodytidae Troglodytes aedon house wren Tyrannidae Sayornis nigricans black phoebe Tyrannus vociferans Cassin's kingbird Mammals Leporidae Sylvilagus audubonii desert cottontail Sciuridae Otospermophilus beecheyi California ground squirrel †Sensitive species Appendix B SPECIAL STATUS SPECIES POTENTIAL TO OCCUR B-1 Appendix B SENSITIVE SPECIES POTENTIAL TO OCCUR1 Species Name Common Name Status2 Habit, Ecology and Life History Potential to Occur3 Plants Acanthomintha ilicifolia San Diego thornmint FT/SE CRPR 1B.1 HMP Lists 2 and 3 Annual herb. Occurs in vernal pools, clay depressions on mesas, slopes within chaparral, coastal sage scrub, as well as freshwater wetlands. Flowering period April – June. Elevation 0-3,280 feet (0-1,000 meters). Not expected. Suitable habitat (vernal pools, clay depressions) not present. Suitable soils are present in limited portions of the site, but they are restricted to slopes and landscape positions that lack suitable conditions for the species. Acmispon prostratus Nuttall's acmispon --/-- CRPR 1B.1 Annual herb. Occurs within dune and coastal habitats within coastal strand and coastal sage scrub communities. Flowering period March – June. Elevation 0-65 feet (0-20 meters). None. Suitable dune and coastal habitat not present on site, and site occurs above recorded elevation of this species. Adolphia californica San Diego adolphia --/-- CRPR 2B.1 Perennial shrub. Most often found in sage scrub but occasionally occurs in peripheral chaparral habitats, particularly hillsides near creeks. Flowering period December – April. Elevation 20-655 feet (6-200 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during biological surveys. Arctostaphylos glandulosa ssp. crassifolia Del Mar manzanita FE/-- CRPR 1B.1 HMP List 3 Occurs in coastal San Diego County in maritime chaparral on sandy soils. Flowering period December – June. Elevation 65- 2,295 feet (20-700 meters). Not expected. Maritime chaparral not present on site. B-2 Atriplex pacifica south coast saltscale --/-- CRPR 1B.2 Perennial herb. Occurs in coastal scrub on bluffs and playas. Flowering period March – October. Elevation 3-1,640 feet (1-500 meters). None. Suitable habitat not present on site. Baccharis vanessae Encinitas baccharis FT/SE CRPR 1B.1 Shrub. Occurs in chaparral and Torrey-pine understory. Flowering period August – November. Elevation 197-984 feet (60-300 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during biological surveys and the site occurs below recorded elevation of this species. Bloomeria clevelandii San Diego goldenstar --/-- CRPR 1B.1 Perennial herb. Occurs in coastal scrub and mesa grassland. Flowering period April - May. Elevation under 328 feet (100 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during biological surveys. Brodiaea filifolia Thread-leaved brodiaea FT/SE CRPR 1B.1 HMP Covered Perennial herb. Occurs on clay soils near chaparral openings, cismontane woodlands, coastal scrub, playas, grasslands, and vernal pools. Flowering period March – June. Elevation 130- 3,700 feet (40-1,130 meters). Not expected. Suitable soils are present in limited portions of the site, but they are restricted to slopes and landscape positions that lack suitable conditions for the species. Brodiaea orcuttii Orcutt's brodiaea --/-- CRPR 1B.1 HMP List 3 Small perennial herb. Occurs only on clay and serpentine soils in vernally moist environments, usually near vernal pools, meadows, and seeps. Flowering period May – July. Elevation 330- 5,740 feet (100-1,750 meters). Not expected. Suitable soils are present in limited portions of the site, but they are restricted to slopes and landscape positions that lack suitable conditions for the species. Site occurs below recorded elevation of this species. B-3 Ceanothus verrucosus Wart-stemmed ceanothus --/-- CRPR 2B.2 HMP Lists 2 and 3 Perennial evergreen shrub occurring in xeric chamise or southern maritime chaparral. Flowering period January - April. Elevation 23-2,165 feet (7-660 meters). Not expected. Suitable habitat not present. Chaenactis glabriuscula var. orcuttiana Orcutt's pincushion --/-- CRPR 1B.1 Annual herb. Occurs in sandy coastal bluff scrub and coastal dunes. Flowering period January - August. Elevation 0-230 feet (0 – 70 meters). Presumed absent. Although sandy soil is present on site, the vast majority of occurrences are closer to the coast, and the nearest recorded population occurs approximately 2.3 miles northwest. Species not observed during rare plant or other biological surveys. Comarostaphylis diversifolia ssp. diversifolia Summer-holly --/-- CRPR 1B.2 HMP List 3 Mesic north-facing slopes in southern mixed chaparral are the preferred habitat of this large, showy shrub. Flowering period April - June. Elevation 100-2,690 feet (30-820 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys. Corethrogyne filaginifolia var. linifolia Del Mar Mesa sand aster --/-- CRPR 1B.1 HMP List 3 Perennial herb found in coastal bluff scrub, maritime chaparral, and coastal scrub. Flowering period May - September. Elevation 49-492 feet (15 – 150 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys. Cryptantha wigginsii Wiggins' cryptantha --/-- CRPR 1B.2 Annual herb found in clay soils within coastal scrub habitat. Flowering period February – June. Elevation feet 66-902 feet (20 - 275 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys. B-4 Dudleya blochmaniae ssp. blochmaniae Blochman's dudleya --/-- CRPR 1B.1 HMP Covered Occurs in coastal bluff scrub and coastal sage scrub or open chamise chaparral near the ocean. Flowering period April – June. Elevation less than 1,476 feet (450 meters). Presumed absent. Suitable habitat is present on portions of the project site, but the site is likely too far inland to support this species. Not observed during rare plant or other biological surveys. Dudleya viscida sticky dudleya --/-- CRPR 1B.2 HMP List 2 Perennial herb. Occurs in rocky soil within coastal bluff scrub, chaparral, cismontane woodland, and coastal scrub habitats. Flowering period May – June. Elevation 30-2,590 feet (10-790 meters). Not expected. Suitable vegetation is present on portions of the project site, but soils are not substantially rocky. Not observed during rare plant or other biological surveys. The nearest recorded occurrence is approximately 2.7 miles to the northeast (RareFind 2017). Ericameria palmeri var. palmeri Palmer's goldenbush --/-- CRPR 1B.1 Large evergreen shrub. Occurs in coastal drainages, mesic chaparral, and occasionally in coastal sage scrub. Flowering period July – November. Elevation 165-1,700 feet (50-520 meters). Low. Suitable habitat is present on site; however, this species would have been detectable during rare plant and other biological surveys, but was not observed. Euphorbia misera cliff spurge --/-- CRPR 2B.2 HMP Covered Perennial shrub. Occurs on rocky slopes and coastal bluffs in coastal sage scrub. Flowering period December – August. Elevation 0- 1,640 feet (0-500 meters). None. Suitable rocky slopes and coastal bluffs not found on site. B-5 Ferocactus viridescens San Diego barrel cactus --/-- CRPR 2B.1 HMP List 2 Perennial cactus. Occurs in sandy to rocky areas within chaparral, valley grassland, and coastal sage scrub. Flowering period May – June. Elevation 25-1,245 feet (7- 380 meters). Presumed absent. Suitable habitat is present on portions of the project site. This conspicuous species was not observed during rare plant and other biological surveys. Hazardia orcuttii Orcutt's hazardia --/ST CRPR 1B.1 HMP Covered Perennial evergreen shrub found in clay soils in maritime chaparral and coastal scrub habitats. Flowering period August - October. Elevation 262-279 feet (80 – 85 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys, and the site occurs below recorded elevation of this species. Isocoma menziesii var. decumbens decumbent goldenbush --/-- CRPR 1B.2 Perennial shrub found in chaparral and sandy, often disturbed coastal scrub. Flowering period April – November. Elevation 33-443 feet (10 - 135 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys. Iva hayesiana San Diego marsh-elder --/-- CRPR 2B.2 HMP Lists 2 and 3 Occurs along stream courses. Shrub identifiable all year. Flowering period April – October. Elevation less than 2,953 feet (900 meters). Present. 14 individuals observed on site within southern willow scrub habitat and coastal sage scrub habitat. Juncus acutus ssp. leopoldii southwestern spiny rush --/-- CRPR 4.2 Shrub identifiable all year. Occurs in wet alkaline places, coastal marshes, meadows and seeps. Elevations below 3,000 feet (914 meters). Present. 1 individual observed on site along water’s edge of southern willow scrub habitat. B-6 Lasthenia glabrata ssp. coulteri Coulter's goldfields --/-- CRPR 1B.1 Occurs in salt marsh communities near the coast, as well as on the periphery of vernal pools. Flowering period April – May. Elevation less than 3,281 feet (1,000 meters). Not expected. Suitable habitat not present. Leptosyne maritima sea dahlia --/-- CRPR 2B.2 Medium perennial herb. Occurs on bluffs in maritime scrub. Flowering period March – May. Elevation 0-65 feet (20 meters). Not expected. Suitable habitat not present, and site occurs above recorded elevation of this species.. Myosurus minimus ssp. apus little mousetail --/-- CRPR 3.1 HMP List 3 Annual herb found in valleys, foothill grasslands, and vernal pools. Flowering period March – June. Elevation 66-2,100 feet (20 -640 meters). Not expected. Suitable habitat not present. Navarretia fossalis spreading navarretia FT/-- CRPR 1B.1 HMP List 3 Small herb. Occurs in vernal pools, playas, freshwater marshes, and chenopod scrub. Flowering period April – June. Elevation 200-3,000 feet (61-914 meters). Not expected. Suitable habitat not present. Site occurs below recorded elevation of this species. Nemacaulis denudata var. denudata coast woolly-heads --/-- CRPR 1B.2 Small annual herb. Occurs on coastal sand dunes. Flowering period April – September. Elevation 0-300 feet (0-91 meters). None. Suitable habitat not present. Nearest recorded population occurs over 2 miles to the southwest, at the coast. Orcuttia californica California Orcutt grass FE/SE CRPR 1B.1 HMP List 3 Annual herb found in vernal pools. Seriously threatened by agriculture, development, non- native plants, grazing, and vehicles. Flowering period April – August. Elevation 49-2,165 feet (15 – 660 meters). Not expected. Suitable habitat not present. B-7 Quercus dumosa Nuttall’s scrub oak --/-- CRPR 1B.1 HMP Covered Perennial evergreen shrub. Occurs in closed-cone coniferous forest, chaparral, coastal scrub. Generally on sandy soils near the coast; sometimes on clay loam. Flowering period February - August. Elevation 50-3,000 feet (15-914 meters). Presumed absent. Suitable habitat is present on portions of the project site; however, this species was not observed during rare plant or other biological surveys. Suaeda esteroa estuary seablite --/-- CRPR 1B.2 Succulent-leaved perennial shrub of the goosefoot family (Chenopodiaceae) endemic to the coastal zone of California. Occurs in coastal salt marshes. Flowering period July – October. Elevation 0-49 feet (0-15 meters). None. Suitable habitat not present, and site occurs above recorded elevation of this species. Nearest recorded population occurs approximately 1.8 miles to the southwest, at the coast. Animals Invertebrates Branchinecta lynchi vernal pool fairy shrimp FT/-- Occur primarily in vernal pools, seasonal wetlands that fill with water during fall and winter rains and dry up in spring and summer. Typically, the majority of pools in any vernal pool complex are not inhabited by the species at any one time. None. Suitable habitat (vernal pools) does not occur on the project site. Branchinecta sandiegonensis San Diego fairy shrimp FE/-- HMP List 3 Occurs in seasonally astatic pools, which occur in tectonic swales or earth slump basins and other areas of shallow, standing water often in patches of grassland and agriculture interspersed in coastal sage scrub and chaparral. None. Suitable habitat (vernal pools) does not occur on the project site. B-8 Danaus plexippus monarch --/-- Winter roost sites extend along the coast from northern Mendocino to Baja California, Mexico. Roosts located in wind-protected tree groves (eucalyptus, Monterey pine, cypress), with nectar and water sources nearby. Larval host plants consist of milkweeds (Asclepias spp.). Not Expected. Larval host plant, milkweed (Asclepias sp.) was not observed on site. No roost sites present. Euphydryas editha quino Quino checkerspot butterfly FE/-- Sunny openings within chaparral and coastal sage shrublands. Host plants include Plantago erecta, Cordylanthus rigidus, Collinsia spp., Plantago patagonica, Antirrhinum coulterianum, and Castilleja exserta. None. Larval host plant, dot-seed plantain (Plantago erecta) was not observed on site. Site is outside of species range. Streptocephalus woottoni Riverside fairy shrimp FE/-- HMP List 3 Restricted to deep vernal pools and ponds with chemistry and temperature conditions specific to non-marine and non-riverine waters. All known vernal pool habitat lies within annual grasslands, which may be interspersed with chaparral or coastal sage scrub vegetation. None. Suitable habitat (vernal pools) does not occur on the project site. Tryonia imitator California brackishwater snail --/-- Very small brackish water snail found in brackish salt marshes and herbaceous wetlands. None. Suitable habitat (salt marsh and herbaceous wetland) does not occur on the project site. B-9 Vertebrates Fish Eucyclogobius newberryi tidewater goby FE/SSC Annual fish species that is endemic to California. Found primarily in waters of coastal lagoons, estuaries, and marshes. None. Suitable habitat does not occur on the project site. Amphibians and Reptiles Aspidoscelis hyperythra orangethroat whiptail --/WL HMP Covered Coastal scrub, chaparral, and valley and foothill hardwood habitats. Prefers washes and sandy areas with patches of brush and rocks. Perennial plants required to support its primary prey termites. High. Suitable habitat (coastal sage scrub and chaparral) present in portions of the site. Not observed during biological surveys. Aspidoscelis tigris stejnegeri coastal whiptail --/SSC Occurs in open coastal sage scrub, chaparral, and woodlands. Frequently found along the edges of dirt roads traversing its habitats. Important habitat components include open, sunny areas, shrub cover with accumulated leaf litter, and an abundance of insects, spiders, or scorpions. High. Suitable habitat present in portions of the site. Not observed during biological surveys. Phrynosoma blainvillii coast horned lizard --/SSC Coastal sage scrub and chaparral in arid and semiarid climate conditions.Favored prey are harvester ants (Pogonomyrmex sp.). High. Suitable habitat present in portions of the site. Not observed during biological surveys. Salvadora hexalepis virgultea coast patch-nosed snake --/SSC Semi‐arid brushy areas and chaparral in canyons, rocky hillsides, and plains. Found among preferred habitats of whiptails, its favored prey. High. Suitable habitat present in portions of the site. Not observed during biological surveys. B-10 Thamnophis hammondii two-striped garter snake --/SSC Occurs along permanent and intermittent streams bordered by dense riparian vegetation, but occasionally associated with vernal pools or stock ponds. High. Suitable habitat present in northern portion of the site. Not observed during biological surveys. Birds Accipiter cooperii Cooper's hawk --/WL HMP Covered Tends to inhabit lowland riparian areas and oak woodlands in proximity to suitable foraging areas such as scrublands or fields. High. May occur in southern willow scrub in northern portion of the site, which will be avoided. The site provides potential foraging habitat. Aimophila ruficeps canescens Southern California rufous-crowned sparrow --/WL HMP Covered Found in coastal sage scrub and sparse mixed chaparral. High. Suitable habitat present in portions of the site. Athene cunicularia Burrowing owl BCC/SSC Occurs in sunny, dry stands of coastal sage scrub or chaparral. None. Suitable habitat present in portions of the site; however the nearest recorded population occurs approximately 12 miles to the east. Campylorhynchus brunneicapillus sandiegensis coastal cactus wren BCC/SSC Occurs in coastal sage scrub with large cacti for nesting. Not expected. Appropriate cacti habitat for nesting does not occur on site. Charadris nivosus nivosus western snowy plover FT, BCC/SSC HMP Covered Found in beaches, dunes, and salt flats throughout the southwestern United States from Texas to California and up to Colorado, as well as Washington and Oregon. Eat invertebrates like crustaceans and mollusks, marine worms, along with insects. Not expected. Suitable habitat for breeding/foraging not present. B-11 Elanus leucurus white-tailed kite --/FP Riparian woodlands and oak or sycamore groves adjacent to grassland. High. May occur in southern willow scrub in northern portion of the site, which will be avoided. Marginal foraging habitat occurs within the disturbed areas on the project site. Empidonax traillii extimus southwestern willow flycatcher FE/SE HMP Covered Breeds within thickets of willows or other riparian understory usually along streams, ponds, lakes, or canyons. Migrants may be found among other shrubs in wetter areas. High. May occur in southern willow scrub in northern portion of the site, which will be avoided. Icteria virens yellow-breasted chat --/SSC HMP Covered Prefers mature riparian woodlands. Present. Observed on site in 2017, within the Existing Hardline and open space areas that will be avoided by the project. Passerculus sandwichensis beldingi Belding's savannah sparrow --/SE HMP Covered Occurs primarily in grassland, saline emergent wetland, and wet meadow habitats. Coastal breeders restricted to saline emergent wetlands and, in northern California, to moist grasslands within the fog belt. Not Expected. Suitable habitat does not occur on the project site. Plegadis chihi white-faced ibis --/WL HMP Covered Occurs in large marshes, with nesting colony hidden in inaccessible reedbed or willow-covered area. Not Expected. Suitable habitat does not occur on the project site. B-12 Polioptila californica californica Coastal California gnatcatcher FT/SSC HMP Covered Coastal sage scrub below 2500 ft in southern California. Low, coastal sage scrub in arid washes, on mesas and slopes. Not all areas classified as coastal sage scrub are occupied. Not Expected. Not observed during protocol survey in 2017. Rallus obsoletus levipes Light-footed Ridgeway’s rail FE/SE, FP HMP Covered Coastal saline emergent wetlands along southern California. Requires shallow water and mudflats for foraging, with adjacent higher vegetation for cover during high water. Not expected. Appropriate shallow water and mudflat environment do not exist on site. Setophaga petechia yellow warbler BCC/SSC Found along riparian woodlands. High. May occur in southern willow scrub in northern portion of the site, which will be avoided. Sternula antillarum browni California least tern FE/SE, FP HMP Covered Migratory in California arriving in late April. Breeding colonies are located along marine and estuarine shores. Feed in nearby shallow, estuarine waters. Not Expected. Suitable breeding habitat does not occur on the project site. Vireo bellii pusillus least bell’s vireo FE/SE HMP Covered Summer resident of Southern California in low riparian areas in the vicinity of water or in dry river bottoms below 2,000 ft. Nests places along the margins of bushes or on twigs projecting into pathways. Not Expected. Not observed during protocol survey in 2017. Mammals Chaetodipus californicus femoralis Dulzura California pocket mouse --/SSC Variety of habitats including coastal scrub, chaparral, and grasslands in San Diego County. Associated with grass-chaparral edges. High. Marginally suitable habitat present in portions of the site. Not observed during biological surveys. B-13 Chaetodipus fallax fallax northwestern San Diego pocket mouse --SSC Prefers open, sandy land with weeds, which occurs on site but in very small patches. High. Suitable habitat present on site. Not observed during biological surveys. Choeronycteris mexicana Mexican long-tongued bat --/SSC Occurs in a wide variety of habitats from arid thorn scrub to tropical deciduous forest and mixed oak-conifer forest. Species distribution in California is limited primarily to San Diego County. Not Expected. Suitable habitat does not occur on the project site. Dipodomys simulans Dulzura kangaroo rat Lasiurus cinereus hoary bat --/-- Lasiurus xanthinus western yellow bat --/SSC Found in wooded areas and desert scrub, particularly in palm trees. Rare visitor to San Diego County (Bats of San Diego County 2012). High. Suitable habitat occurs in the northern portion of the project site, which will be avoided. Lepus californicus bennettii San Diego black-tailed jackrabbit --/SSC Found primarily in open habitats including coastal sage scrub, chaparral, grasslands, croplands, and open, disturbed areas if there is at least some shrub cover present. High. Suitable habitat present on site. Not observed during biological surveys. Neotoma lepida intermedia San Diego desert woodrat --/SSC Open chaparral and coastal sage scrub, often building large, stick nests in rock outcrops or around clumps of cactus or yucca. High. Suitable habitat present on site. No sign was observed. Nyctinomops femorosaccus pocketed free-tailed bat --/SSC Semiarid desert lands. Day‐roosts in caves, crevices in cliffs, and under the roof tiles of buildings. Uses a variety of arid habitats in southern California: pine-juniper woodlands, desert scrub, palm oases, desert wash, desert riparian, etc. Prefers rocky areas with high cliffs. High. Marginally suitable habitat (i.e., structures) are present on site. B-14 Odocoileus hemionus Southern mule deer --/-- Mule deer occupy to some extent almost all types of habitat within their range but, in general, they seem to prefer the more arid, open situations High. Suitable open habitat occurs on the site, and the rural setting is appropriate for this species. 1Sensitive species reported within 5 miles of the project site. 2Listing is as follows: F = Federal; S = State of California; E = Endangered; T = Threatened; R = Rare; BCC = U.S. Fish & Wildlife Service Birds of Conservation Concern; SSC = State Species of Special Concern; FP = Fully Protected; WL = California Department of Fish & Wildlife Watch List; CRPR = California Rare Plant Rank: 1A – presumed extinct; 1B – rare, threatened, or endangered in California and elsewhere; 2A – presumed extirpated in California but more common elsewhere; 2B – rare, threatened, or endangered in California but more common elsewhere; 3 – more information needed; 4 – watch list for species of limited distribution. Extension codes: .1 – seriously endangered; .2 – moderately endangered; .3 – not very endangered 3 Potential to Occur is assessed as follows. None: Species is either sessile (i.e. plants) or so limited to a particular habitat that it cannot disperse on its own, and habitat suitable for its establishment and survival does not occur on the project site; Not Expected: Species moves freely and might disperse through or across the project site, but suitable habitat for residence or breeding does not occur on the project site; Low: Marginally suitable habitat is present on the project site but of low quality and no sign of the species was observed during surveys, however the species cannot be excluded with certainty; Presumed Absent: Quality and extent of suitable habitat are sufficient to support residence and breeding, however protocol-level focused surveys have been conducted for the current project and results were negative; High: Suitable habitat occurs on the project site and the species has been recorded recently on or near the project site, but was not observed during surveys for the current project; Presumed Present: The species was observed during biological surveys for the current project and is assumed to occupy the project site. THIS PAGE INTENTIONALLY LEFT BLANK Appendix C HIGH AND MODERATE CATEGORY INVASIVE PLANTS C-1 Appendix C CAL-IPC: THE INVENTORY HIGH AND MODERATE CATEGORY INVASIVE PLANTS SCIENTIFIC NAME COMMON NAME High Category Species Alternanthera philoxeroides alligator weed Ammophila arenaria European beachgrass Arundo donax giant reed Brassica tournefortii Saharan mustard, African mustard Bromus madritensis ssp. rubens red brome Bromus tectorum downy brome, cheatgrass Carpobrotus edulis Hottentot-fig, iceplant Centaurea maculosa spotted knapweed Centaurea solstitialis yellow starthistle Cortaderia jubata jubatagrass Cortaderia selloana pampasgrass Cytisus scoparius Scotch broom Delairea odorata Cape-ivy, German-ivy Egeria densa Brazilian egeria Eichhornia crassipes water hyacinth Euphorbia esula leafy spurge Foeniculum vulgare fennel Genista monspessulana French broom Hedera helix, H. canariensis English ivy, Algerian ivy Hydrilla verticillata hydrilla Lepidium latifolium perennial pepperweed, tall whitetop Ludwigia hexapetala Uruguay water-primrose Ludwigia peploides ssp. montevidensis creeping water-primrose Lythrum salicaria purple loosestrife Myriophyllum aquaticum parrotfeather Onopordum acanthium Scotch thistle Rubus armeniacus Himalaya blackberry Sesbania punicea red sesbania, scarlet wisteria Spartium junceum Spanish broom Taeniatherum caput-medusae medusahead Tamarix parviflora smallflower tamarisk Tamarix ramosissima saltcedar, tamarisk C-2 Appendix C (cont.) CAL-IPC: THE INVENTORY HIGH AND MODERATE CATEGORY INVASIVE PLANTS SCIENTIFIC NAME COMMON NAME Moderate Category Species Acacia dealbata silver wattle Acroptilon repens Russian knapweed Ageratina adenophora croftonweed, eupatorium Ailanthus altissima tree-of-heaven Alhagi maurorum camelthorn Arctotheca calendula (sterile) sterile capeweed Asparagus asparagoides bridal creeper Asphodelus fistulosus onionweed Atriplex semibaccata Australian saltbush Brachypodium distachyon Purple false broom Brassica nigra black mustard Bromus diandrus ripgut brome Cardaria chalepensis lens-podded white-top Carduus pycnocephalus Italian thistle Carpobrotus chilensis sea-fig, iceplant Centaurea calcitrapa purple starthistle Centaurea diffusa diffuse knapweed Centaurea melitensis Tocalote Chrysanthemum coronarium crown daisy Cirsium arvense Canada thistle Cirsium vulgare bull thistle Conium maculatum poison-hemlock Cotoneaster lacteus Parney's cotoneaster Cotoneaster pannosus silverleaf cotoneaster Cynara cardunculus artichoke thistle Cynodon dactylon bermudagrass Cynosurus echinatus hedgehog dogtailgrass Cytisus striatus Portuguese broom Dipsacus fullonum common teasel Dipsacus sativus fuller's teasel Dittrichia graveolens stinkwort Ehrharta erecta erect veldtgrass Ehrharta longiflora long-flowered veldtgrass Elaeagnus angustifolia Russian-olive Emex spinosa spiny emex, devil's-thorn C-3 Appendix C (cont.) CAL-IPC: THE INVENTORY HIGH AND MODERATE CATEGORY INVASIVE PLANTS SCIENTIFIC NAME COMMON NAME Moderate Category Species (cont.) Erechtites glomerata, E. minima Australian fireweed Eucalyptus globulus Tasmanian blue gum Euphorbia terracina carnation spurge Festuca arundinacea tall fescue Ficus carica edible fig Geranium dissectum cutleaf geranium Glyceria declinata waxy mannagrass Halogeton glomeratus halogeton Hirschfeldia incana shortpod mustard Holcus lanatus common velvet grass Hordeum marinum, H. murinum Mediterranean barley Hypericum canariense Canary Island hypericum Hypericum perforatum common St. John's wort Hypochaeris radicata rough catsear, hairy dandelion Kochia scoparia kochia Leucanthemum vulgare ox-eye daisy Linaria genistifolia ssp. dalmatica Dalmation toadflax Linaria vulgaris yellow toadflax Lolium multiflorum Italian ryegrass Mentha pulegium pennyroyal Mesembryanthemum crystallinum crystalline iceplant Myoporum laetum myoporum Nicotiana glauca tree tobacco Oxalis pes-caprae yellow oxalis Pennisetum setaceum crimson fountaingrass Phalaris aquatica hardinggrass Potamogeton crispus curlyleaf pondweed Retama monosperma bridal broom Rumex acetosella red sorrel, sheep sorrel Sisymbrium irio London rocket Torilis arvensis hedgeparsley Trifolium hirtum rose clover Vinca major big periwinkle Vulpia myuros rattail fescue Washingtonia robusta Mexican fan palm Appendix D PROPERTY ANALYSIS RECORD LAUREL TREE AVIARA PRESERVE ESTIMATE FOR LONG-TERM MANAGEMENT Prepared for: HELIX Environmental Planning, Inc. Prepared by: San Diego Habitat Conservancy Contact: Don Scoles or Connie Winterstein (619) 365-4839 October 20, 2021 Laurel Tree Aviara Preserve ELM October 20, 2021 1 ESTIMATE FOR LONG-TERM MANAGEMENT LAUREL TREE AVIARA PRESERVE, SAN DIEGO COUNTY, CALIFORNIA October 20, 2021 An Estimate for Long-term Management (ELM) has been prepared for HELIX Environmental Planning, Inc. on behalf of Aviara LP, a Delaware limited liability company (Project Proponent) for the Laurel Tree Aviara Preserve (Preserve). The Preserve is located in central portion of the City of Carlsbad, in northern San Diego County, California. This ELM includes Initial & Capital Tasks and Costs, as well as Annual Long-term Ongoing Tasks and Costs associated with managing the Preserve and the sensitive habitat and resources within the Preserve. Refer to Attachment A for a map of the Preserve. The costs were estimated utilizing an Excel spreadsheet adapted from Property Analysis Record (PAR) software and based on management experience. The complete ELM cost sheets are provided in Attachment B. San Diego Habitat Conservancy (SDHC) Senior Habitat Manager, Kathleen Pollett and Acquisition Program Manager, Connie Winterstein, conducted a site visit of the Preserve on August 17, 2021. The primary source used to prepare this ELM is the Laurel Tree Aviara Project Preserve Management Plan (HELIX, May 2019). In addition, the following documents were used in preparation of this ELM: • HELIX Environmental Planning, Inc. (2019). Biological Resources Letter Report for the Laurel Tree Aviara Project. September 27, 2019. • HELIX Environmental Planning, Inc. (2019). Laurel Tree Aviara Apartments Project Restoration Plan. March 2019. • KTGY Architecture + Planning, GMP Landscape Architecture & Planning, and REC Consultants, Inc. (2020). Aviara Apartments Conceptual Design. January 24, 2020. Primary SDHC staff who will perform Preserve Manager (PM) duties meet the minimum requirements for the Preserve Manager as described in the Preserve Management Plan (PMP). The ELM has been organized into the following categories: • Open Space Property Description • Initial & Capital Tasks and Costs • Annual Long-term Ongoing Tasks and Costs • Financial Summary • Additional Assumptions OPEN SPACE PROPERTY DESCRIPTION The 1.6-acre Laurel Tree Aviara Preserve will serve as mitigation land for impacts to southern willow scrub and Diegan coastal sage scrub (DCSS) habitat from the development of the Aviara Apartments Project (Project). Restoration activities will occur on 1.1 acres within the Preserve. The Preserve will permanently protect high quality habitat suitable for southern willow scrub and DCSS species, and is within the boundaries of the City of Carlsbad (City) Habitat Management Plan (HMP). The Preserve is located north of Laurel Tree Lane, south of Palomar Airport Road, and on both sides of Aviara Parkway. Two plant species listed as special-status by the California Native Plant Society were confirmed adjacent to the project site. A single southwestern spiny rush (Juncus acutus ssp. leopoldii) individual Laurel Tree Aviara Preserve ELM October 20, 2021 2 was mapped along water’s edge of southern willow scrub habitat off site to the northeast of the project site. In addition, fourteen individuals of San Diego marsh elder (Iva hayesiana) were mapped in the same vicinity. No special status wildlife species have been observed on site. The 1.1-acre restoration area is divided into three main areas in the western, northwestern, and northeastern portion of the site with four (4) different restoration treatment types, including: • Diegan Coastal Sage Scrub Creation/Substantial Restoration (0.23 Acre) • Diegan Coastal Sage Scrub Restoration-Riparian Buffer (0.64 Acre) • Diegan Coastal Sage Scrub Restoration-Maintained Low Fuel Native Scrub (0.23 Acre) • Diegan Coastal Sage Scrub Restoration-Maintained 50% Succulent Native Scrub (0.02 Acre) Invasive plant species of particular concern in the Preserve include but are not limited to oats (Avena sp.), foxtail chess (Bromus madritensis), pampas grass (Cortaderia selloana), fountain grass (Pennisetum setaceum), bull thistle (Cirsium vulgare), Russian thistle (Salsola tragus), ice plant (Mesembryanthemum nodiflorum), eucalyptus (Eucalyptus sp.), palm (Washingtonia robusta), and black mustard (Brassica nigra). Portions of several existing easements overlap the Preserve east of Aviara Parkway, including a City temporary construction easement, City water pipeline easement, and SDG&E utility easement. Within the western area of the Preserve, there is an approximately 0.28 acre that is sloped, has minimal vegetation, and is currently not included in the Laurel Tree Aviara Apartments Project Restoration Plan (HELIX, 2019). SDHC assumes that during the five-year restoration period, the Project Proponent will conduct additional restoration, erosion control, and invasive species removal on the 0.28 acre area. It is assumed that SDHC will commence long-term management in 2027, after the Project Proponent completes the restoration requirements and sign-off is obtained by the City. Restoration activities are estimated to begin in 2022 and completed in 2027. SDHC will coordinate with Project Proponent’s restoration contractor, as needed, and review the annual mitigation and monitoring reports prepared by Project Proponent’s restoration contractor during the five-year restoration period. This ELM assumes that the endowment and other costs for management are estimated to be funded in 2022. The Preserve will be conserved via a Restrictive Covenant (RC). In this ELM, it is assumed SDHC will be the long-term Habitat Manager of the Preserve. R&V Real Estate Services will hold fee title of the Preserve. During the first year of long-term management, SDHC will perform the tasks below in addition to those described under “Annual Long-term Ongoing Tasks and Costs.” INITIAL & CAPITAL TASKS AND COSTS $18,522.43 (Refer also to Attachment B.) Assumptions for Initial & Capital Tasks and Costs 1. Property Inspection. Prior to accepting responsibility for long-term management, the PM and Executive Director will conduct a property inspection to review the condition of the Preserve and compare it to the conditions described in the PMP, including the verification of the fence and sign installation and the condition of the Preserve in general with regard to invasive species, erosion, and trash. Laurel Tree Aviara Preserve ELM October 20, 2021 3 2. Baseline Biological Inventory. The quantity and quality of vegetation communities within the Preserve will be documented during the first year of active management. SDHC will establish their own database of the onsite biological resources as observed and create a vegetation map of baseline conditions. Photo documentation points will be established to be used year to year for a record of site conditions over time. At least four (4) photo documentation points are assumed to adequately provide an overview of site conditions included in the annual report. The RM will determine the location of these photo points based on field conditions. 3. Year 1 Non-Native Species Treatment and Control. Intensive treatment of non-native invasive plant species will be completed in Year 1 of active management. Within the 0.51 acre western area, there is an approximately 0.28 acre that is sloped and has minimal vegetation. SDHC assumes that during the five-year restoration period, the Project Proponent will conduct restoration, erosion control, and invasive species removal on the 0.28 acre area. SDHC assumes upon Year 1 of active management, the 0.28 acre area will be free of invasive plant species. Year 1 activities will include an intensive invasive species removal effort within the Preserve, excluding the 0.28 acre area. SDHC assumes this will require a crew of four (4), plus a supervisor for one (1), four-hour day, two (2) times throughout the year. After the intensive treatment and at the end of Year 1, the PM will complete a qualitative assessment of non-native plant species coverage. The goal for Year 1 will be to reduce living, non-native plant species coverage in the Preserve to 10 percent or less. Funding for non-native plant or pest species treatment and control outside the Preserve Area is not included in this estimate nor required. 4. Start-up Costs. This ELM includes operation costs associated with start-up, endowment processing, and accounting file setup. 5. Contingency of 12%. 6. Administrative cost of 16% for staff and 10% for subcontractors and supplies. ANNUAL LONG-TERM ONGOING TASKS AND COSTS $14,462.91 (Refer also to Attachment B.) Assumptions for Ongoing Tasks and Costs 1. Quarterly Site Visits. The PM will perform quarterly monitoring site visits of the Preserve for patrolling and general Preserve checks. The PM will visually inspect the Preserve to estimate non-native plant species coverage, non-native pest infestations, general wildlife use, the overall health and vigor of the habitat, signs of unauthorized access, fencing and signage damage, vandalism, trash, and erosion damage. The PM will also visually inspect the Preserve for sign of pest infestation (e.g., Polyphagous shot hole borer). If detected, the PM will immediately report infestation to the Carlsbad HMP Preserve Steward. At least four (4) photo documentation stations will be mapped on an aerial photo using GPS equipment. SDHC will prepare a log report after each site visit and logs will be included in the Annual Report. 2. Annual General Biological Resources Survey. The PM will conduct an annual general biological resources survey, which may be conducted concurrently with a quarterly site Laurel Tree Aviara Preserve ELM October 20, 2021 4 visit. The annual general biological resources survey will be conducted by qualified personnel with demonstrated knowledge of local flora and fauna who will identify and map (with GPS coordinates) observations of any sensitive species onsite. 3. Unauthorized Access and Vandalism. During the quarterly site visits, the PM will visually inspect the Preserve for sings of unauthorized access, fencing and signage damage, and vandalism. The Laurel Tree Aviara development property owner will be responsible for maintaining fencing and signage. If damage to fencing or signage is observed, the PM will report damage to the property owner. The PM will report illegal trespass, vagrant use, vandalism, and other illegal activities to the Carlsbad Police Department. The Laurel Tree Aviara development owner will also inspect the Preserve for unauthorized uses of the Preserve and report vagrant use, vandalism, and other illegal activities to the Carlsbad Police Department. SDHC will not be responsible for maintaining any gates. 4. Trash Removal. The PM and maintenance crews will remove trash, as observed, during each site visit. Trash will also be regularly removed by the Laurel Tree Aviara development owner. Trash will be disposed of properly at offsite locations. 5. Erosion Monitoring and Management. During the monitoring visits, the PM will visually inspect the entire Preserve for areas susceptible to erosion damage. SDHC assumes revegetation and erosion control during the five-year restoration period will stabilize areas susceptible to erosion damage. Installation of erosion control devices, if necessary, will be completed by the PM during non-native plant species treatment events. Erosion control devices and installation will be limited to available contingency funding. 6. Five-Year Vegetation and Sensitive Species Mapping. Every five (5) years, the PM will include in the annual report an updated map depicting vegetation communities and sensitive species observed or otherwise detected during monitoring. 7. Non-Native Species Treatment and Control. Removal and treatment of non-native plant species rated as High or Moderate category species by the California Invasive Plant Council (Cal-IPC High and Moderate category species) will be treated twice a year during the rainy season, and will occur concurrently with the quarterly site visits when feasible. Regardless of listing as an invasive species or not, non-native species known by the scientific community to be locally invasive, in addition to Cal-IPC medium and high-risk species, will be controlled to minimize competition with native species. This ELM assumes a crew of four (4), plus a supervisor for one (1), four-hour day, two (2) times per year in order to treat non-native plant species onsite. The least toxic methods that provide effective control will be used (in order of preference: mechanical, organic herbicide, other herbicide). At the direction of the PM, invasive plants shall be treated with herbicides and left in place or removed and disposed of at an approved off-site location, such as the Waste Management facility at 5960 Reef Circle, Carlsbad, California. Invasive plants will be removed and disposed of off-site when flowering or producing seed. Invasive plants may be treated with herbicide and left in place if they are not flowering/producing seed, and are not growing directly adjacent to native plants. Herbicides may only be applied by a licensed pesticide applicator under the supervision of a qualified biologist. Funding for non-native plant or pest species treatment and control outside the Preserve Area is not included in this estimate nor required. Mowing and treatment of non-native grasses are not included as part of exotic species control efforts. Laurel Tree Aviara Preserve ELM October 20, 2021 5 8. Enforce Access Restrictions. The PM will enforce access rules during visits. The PM will allow access to the preserve for science, research, and volunteer habitat management (trash removal, invasive plant removal), at the discretion of the PM, and as long as these activities do not adversely affect the Preserve. Any volunteers conducting habitat management tasks will be supervised by the Preserve Manager or a qualified biologist. The Laurel Tree Aviara development owner will post appropriate signage. Each sign will identify that the property is protected habitat, provide contact information, and other pertinent information. Additionally, the PM will coordinate with adjacent residents as necessary to address any concerns or answer questions. Recreational use is not allowed. 9. Post-Fire Recovery. Fire management is the responsibility of the City of Carlsbad Fire Department. Post-fire recovery efforts from SDHC will be limited to available contingency funds. These efforts include visually inspecting the site for changes in non-native cover, pest infestations, and overall vigor of the habitat communities during regular maintenance and surveying activities to ensure that the habitat recovers to a healthy sustainable condition. If necessary, SDHC will coordinate with the City regarding post-fire recovery actions and implement appropriate adaptive management measures (such as installation of erosion control BMPs, invasive species control, or revegetating). SDHC will conduct post-fire habitat monitoring annually for up to five (5) years in accordance with the City post-fire recovery protocols. 10. Adaptive Management. The PM will perform ongoing evaluation each year to determine the need for adjusting management actions in response to new information and changing conditions. If the PM detects a change in conditions, they will assess the information and initiate, modify, or end a particular management strategy, if necessary. If there is a substantial decline in native species compared to the baseline or other apparent threats to habitat conditions are observed, remedial measures will be evaluated with the City and implemented on an as-needed basis. The PM will coordinate with local and regional monitoring and management entities, such as the Carlsbad HMP Preserve Steward and San Diego Management and Monitoring Program. If natural communities are altered to the degree that they can no longer support covered species that existed in Year 1 of active management, the PM will coordinate with wildlife agencies to determine if habitat restoration is warranted. Adaptive management measures will be limited to available contingency funds. 11. Five-Year Preserve Management Plan Update. SDHC will annually assess the overall management/monitoring strategy (frequency, methods, priorities, etc.), and update the PMP every five (5) years as appropriate to meet the commitment to Carlsbad HMP conservation goals. A review of the goals and objectives of the PMP will also be conducted at that time. 12. Annual Report. SDHC will prepare one (1) annual report to summarize the status of the Preserve, monitoring survey results, and all major management tasks. The report will include the previous year’s monitoring and maintenance activities and include management/monitoring anticipated in the upcoming year. It shall provide a concise and complete summary of management and monitoring methods, identify new management issues, address management issues raised in the previous year’s report, report on the success or failure of management approaches (based on monitoring), and every fifth year it shall include updated mapping of vegetation and sensitive species. The report will also outline appropriate remedial measures for those approaches not yielding satisfactory results and include a summary of changes from baseline or previous Laurel Tree Aviara Preserve ELM October 20, 2021 6 year conditions and any areas of increased trespass or dumping. The report will address the need for any adaptive management resulting from previous monitoring and provide a methodology for measuring the success of any new or modified maintenance and/or monitoring measures. The report will also provide a financial summary describing expenditures for the year and the status of the endowment. A discussion of projected versus actual costs, and an accounting of the endowment including the original endowment amount, current status of the endowment, interest earned, and projected and actual annual costs will also be provided. Photos from the photo monitoring stations will be attached to the report. The report will be provided to the City following the first year of management and annually thereafter in October. SDHC will maintain mapping of vegetation, sensitive resource data, and non-native species in a digital (GIS) format and will provide the GIS data to the City annually unless there has been no change from the previous year, but at least every five (5) years. During years with no change, the PM will notify the City that no GIS data will be provided for that year. The PM will maintain photo documentation of the site digitally and provide digital photos to the City every five (5) years, if not already submitted with annual reports. 13. Database Management. SDHC will establish and annually update the file management system, including hard files, electronic files, and GIS mapping, and coordinate with the San Diego Foundation regarding the endowment. 14. General Coordination. The PM will coordinate with the landowner, City, the Carlsbad HMP Preserve Steward, other preserve managers, local volunteer groups, resource agencies, and adjacent businesses. The Preserve Manager will participate in the annual public workshop for HMP implementation hosted by the City. 15. Contingency of 12%. 16. Administrative cost of 16% for staff and 10% for subcontractors and supplies. FINANCIAL SUMMARY Initial Financial Requirements1 $52,226.93 Annual Ongoing Financial Requirements – $14,462.91 Endowment to Provide Income of 2, 3 $14,462.91 $246,255.65 Emergency and Legal Fund (4%)4 $9,850.23 TOTAL CONTRIBUTION $308,332.81 ¹ Includes Costs for Years 1, 2, and 3 2 Assumes a 4.25% capitalization rate and that the endowment will be held by The San Diego Foundation. 3 Assumes the total contribution will be paid in 2021 or 2022. The I&C will be utilized for the first three years of long-term stewardship (2027-2029) and the returns from the endowment will start being used to support stewardship tasks in Year 4 (2030). 4 Emergency and Legal Fund will be used at SDHC’s Board of Directors’ discretion in case of an emergency event or if legal enforcement or defense is needed, and considering any recommendations by the City. Laurel Tree Aviara Preserve ELM October 20, 2021 7 ADDITIONAL ASSUMPTIONS 1. Site Preparation. The conservation values will be intact prior to the start of long-term management by SDHC. SDHC assumes that the Preserve will be free of trash or debris. All cleanup costs associated with dumping or littering prior to active management are the responsibility of the Project Proponent. 2. Access. The landowner will provide SDHC with permanent, legal, and unobstructed access to the Preserve for monitoring and management purposes. Since the Project Proponent will not install fencing around the entire perimeter of the Preserve, SDHC assumes access points will be available along the unfenced areas. 3. Fencing and Signage. The Project Proponent will install fencing and signage along the northeastern, northwestern, and western areas of the Preserve prior to the start of long-term management by SDHC. The Laurel Tree Aviara development owner will be responsible for maintaining fencing and signage in perpetuity. 4. Updated Title Report. The legal description and preliminary title report of the Preserve area only is not available at this time. It is assumed any exemptions or existing easements will not impact management of the Preserve and this ELM, though upon receipt of the preliminary title report of the Preserve Area, this ELM may need to be reassessed. 5. Existing Easements. Portions of several existing easements overlap the Preserve east of Aviara Parkway, including a City temporary construction easement, City water pipeline easement, and SDG&E utility easement. SDCH is not responsible for maintenance or monitoring of these easements. 6. Fire Management. No fuel modification zones are included within the Preserve and SDHC will not be responsible for any brush management. Fire management and recovery efforts will be limited to contingency funds. 7. Erosion Control. During the five-year restoration period, erosion control will be conducted in restoration areas by the Proponent, including installing construction and silt fencing prior to grading on the north and west side. SDHC assumes once vegetation is established, erosion control materials (e.g., fiber rolls and matting) will not be required. 8. Restoration Materials. The Proponent will remove the silt fencing and any other temporary non-biodegradable restoration equipment/supplies (e.g. flags and PVC pipe) prior to active management by SDHC. 9. Retaining Walls. SDCH is not responsible for managing or maintaining retaining walls that abut the Preserve. 10. Flood Control. Any damage to the Preserve caused by floods, especially within and adjacent to Encinas Creek, will be allowed to recover naturally. Any control or recovery efforts will be limited to contingency funds. 11. Trails and Roads. SDHC is not responsible for managing or maintaining any trails or roads abutting the Preserve. 12. Boundaries. The boundaries of the Preserve are known and reasonably identifiable in the field. It is assumed that if surveying or resurveying is needed, this will be an expense incurred Laurel Tree Aviara Preserve ELM October 20, 2021 8 by the Project Proponent. In the instance a portion of the Preserve is not fenced, the Project Proponent will place stakes where the boundaries occur. 13. Existing Documentation. Project Proponent will make available to SDHC all biological resource vegetation maps, sensitive plant maps, and digital files associated with biological resource surveys of the Preserve and stake the boundary of the Preserve prior to SDHC starting long-term management. The Project Proponent shall provide SDHC a digital base map with topography, data points, and boundary staking points. 14. Transaction Costs. This estimate does not include the costs associated with SDHC’s review of legal documents, including but not limited to: Covenant of Easement, Title Reports, Operating Agreements, Access Agreements, or Deeds. Review and comment on applicable documents will be performed under a separate contract prior to SDHC taking responsibility for long-term habitat management. 15. Timeframe. The terms and conditions of this ELM are valid for a period of six (6) months from the date of this ELM. The time lag between this ELM and the establishment of the endowment may influence final management costs. If the timeframe to establish the endowment exceeds six (6 months from the date of this ELM, SDHC will coordinate with the Project Proponent to determine if any revisions to this ELM are necessary. ATTACHMENT A PRESERVE AREA MAP ! ! ! !! ! ! ! ! ! ! !! !! ! ! ! !! ! ! ! ! ! !!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! #* #* #* #* #*#* #* #* #* #*#* #* #* #* #* #* #* #* Av i a r a P a r k w a y Laurel Tree Road L a u r e l T r e e L a n e E b b T i d e S t r e e t Laurel T r e e L a n e Encinas C r e e k Encinas C r e e k Ja Ih IhIh Ih (3) Ih (6) I:\ P R O J E C T S \ S \ S H C \ S H C - 0 1 _ L a u r e l T r e e A v i a r a \ M a p \ B L R \ F i g 9 _ P r o p o s e d HM P . m x d U C S - 2 0 . 2 0 0 1 / 3 0 / 1 7 - E V LAUREL TREE AVIARA Proposed HMP Preserve Restoration, Maintenance, Conceptual Fencing, and Signage 0100FeetN FFiigguurree  Project Site Existing Hardline Proposed On-site Preserve/Proposed Hardline Contribution Fuel Modification Zone Coastal Riparian Avoidance Boundary Proposed Setback from Coastal Riparian Avoidance Boundary (min. 50 feet) Coastal Upland Avoidance Boundary Proposed Setback from Coastal Upland Avoidance Boundary (min. 20 feet) ! !!Conceptual Fencing Location #*Conceptual Signage Location Restoration Areas Diegan Coastal Sage Scrub Creation/Substantial Restoration Diegan Coastal Sage Scrub Restoration-Riparian Buffer Diegan Coastal Sage Scrub Restoration-Maintained Low Fuel Native Scrub Diegan Coastal Sage Scrub Restoration - Maintained 50% Succulent Native Scrub Vegetation Developed Diegan Coastal Sage Scrub Diegan Coastal Sage Scrub - Disturbed Disturbed Habitat Non-native Grassland Non-native Vegetation Southern Willow Scrub Sensitive Resources hI San Diego Marsh-elder (Iva hayesiana) aJ Southwestern Spiny Rush (Juncus acutus ssp. leopoldii) ATTACHMENT B ELM WORKSHEETS Initial Costs PROPERTY: Aviara Apartments Preserve LAST UPDATED: 09/23/2021 C%A%TASK TYPE TASK TITLE COST (Title) HOURS PER EVENT TOTAL LABOR COST ITEM COST (Item) UNIT QTY UNIT TOTAL ITEM COST FREQUENCY BASE COST ANNUAL CONT ANNUAL ADMIN ANNUAL COST 12%16%Initial_Property_Inspection Site Visit/Inspection Executive Director 130.00$ 2 260.00$ 0 -$ One Time 260.00$ 31.20$ 41.60$ 332.80$ 12%16%Initial_Property_Inspection Site Visit/Inspection Preserve Manager 113.00$ 4 452.00$ 0 -$ One Time 452.00$ 54.24$ 72.32$ 578.56$ 12%16%Initial_Property_Inspection Document Preparation & Review Preserve Manager 113.00$ 4 452.00$ 0 -$ One Time 452.00$ 54.24$ 72.32$ 578.56$ 12%16%Biotic_Surveys Baseline Documentation Preserve Manager 113.00$ 2 226.00$ 0 -$ One Time 226.00$ 27.12$ 36.16$ 289.28$ 12%16%Habitat_Site_Maintenance Invasives Preserve Manager 113.00$ 2 226.00$ 0 -$ One Time 226.00$ 27.12$ 36.16$ 289.28$ 12%10%Habitat_Site_Maintenance Invasives 4-Person Crew 204.00$ 8 1,632.00$ 0 -$ One Time 1,632.00$ 195.84$ 163.20$ 1,991.04$ 12%16%Habitat_Site_Maintenance Quarterly Patrol Resource Manager 114.00$ 3 342.00$ 0 -$ Quarterly 1,368.00$ 164.16$ 218.88$ 1,751.04$ 12%10%Habitat_Site_Maintenance Invasives 4-Person Crew 204.00$ 4 816.00$ 0 -$ Twice per Year 1,632.00$ 195.84$ 163.20$ 1,991.04$ 12%10%Habitat_Site_Maintenance 0 -$ Disposal Fee 150.00$ 1.00 Fee 150.00$ Quarterly 600.00$ 72.00$ 60.00$ 732.00$ 12%16%General_Coordination Preserve Manager 113.00$ 8 904.00$ 0 -$ Annually 904.00$ 108.48$ 144.64$ 1,157.12$ 12%16%Biotic_Surveys Veg & Sensitive Species Mapping Preserve Manager 113.00$ 4 452.00$ 0 -$ Every 5 Years 90.40$ 10.85$ 14.46$ 115.71$ 12%10%Biotic_Surveys Veg & Sensitive Species Mapping GIS Contractor 93.00$ 2 186.00$ 0 -$ Every 5 Years 37.20$ 4.46$ 3.72$ 45.38$ 12%10%Biotic_Surveys General Bio Survey Contract Biologist 102.00$ 4 408.00$ 0 -$ Annually 408.00$ 48.96$ 40.80$ 497.76$ 12%16%Reporting Database Management Updates Preserve Manager 113.00$ 1 113.00$ 0 -$ Annually 113.00$ 13.56$ 18.08$ 144.64$ 12%10%Reporting Collector Set-up and Updates GIS Contractor 93.00$ 2 186.00$ 0 -$ Annually 186.00$ 22.32$ 18.60$ 226.92$ 12%16%Reporting Monthly Log Report - Preparation Preserve Manager 113.00$ 0.5 56.50$ 0 -$ Monthly/12 Times pe 678.00$ 81.36$ 108.48$ 867.84$ 12%16%Reporting Annual Report - Preparation Preserve Manager 113.00$ 10 1,130.00$ 0 -$ Annually 1,130.00$ 135.60$ 180.80$ 1,446.40$ 12%10%Reporting Annual Report - Preparation GIS Contractor 93.00$ 2 186.00$ 0 -$ Annually 186.00$ 22.32$ 18.60$ 226.92$ 12%16%Reporting Annual Report - Review Executive Director 130.00$ 2 260.00$ 0 -$ Annually 260.00$ 31.20$ 41.60$ 332.80$ 12%16%Reporting PMP Update Preserve Manager 113.00$ 8 904.00$ 0 -$ Every 5 Years 180.80$ 21.70$ 28.93$ 231.42$ 12%10%Field_Equipment Mileage 0 -$ Mileage - Annually 0.59$ 140.00 82.60$ Annually 82.60$ 9.91$ 8.26$ 100.77$ 12%16%Operations Supervise & Coordinate Executive Director 130.00$ 8 1,040.00$ 0 -$ Annually 1,040.00$ 124.80$ 166.40$ 1,331.20$ 12%10%Operations Audit (flat fee)0 -$ Audit - Flat Fee 789.00$ 1.00 789.00$ Annually 789.00$ 94.68$ 78.90$ 962.58$ 12%10%Operations Insurance Liability 0 -$ Insurance - Flat Fee 300.00$ 1.00 300.00$ Annually 300.00$ 36.00$ 30.00$ 366.00$ 12%16%Operations Track Endowment Executive Director 130.00$ 4 520.00$ 0 -$ Annually 520.00$ 62.40$ 83.20$ 665.60$ 12%16%Operations Project Accounting Accountant 124.00$ 8 992.00$ 0 -$ Annually 992.00$ 119.04$ 158.72$ 1,269.76$ 1,769.40$ 2,008.03$ 18,522.43$ TOTAL INITIAL COST Annual Ongoing Tasks and Costs PROPERTY: Aviara Apartments Preserve LAST UPDATED: 09/23/2021 C%A%TASK TYPE TASK TITLE COST (Title) HOURS PER EVENT TOTAL LABOR COST ITEM COST (Item)UNIT QTY UNIT TOTAL ITEM COST FREQUENCY BASE COST ANNUAL CONT ANNUAL ADMIN ANNUAL COST 12%16%Habitat_Site_Maintenance Quarterly Patrol Resource Manager 114.00$ 3 342.00$ 0 -$ Quarterly 1,368.00$ 164.16$ 218.88$ 1,751.04$ 12%10%Habitat_Site_Maintenance Invasives 4-Person Crew 204.00$ 4 816.00$ 0 -$ Twice per Year 1,632.00$ 195.84$ 163.20$ 1,991.04$ 12%10%Habitat_Site_Maintenance 0 -$ Disposal Fee 150.00$ 1.00 Fee 150.00$ Quarterly 600.00$ 72.00$ 60.00$ 732.00$ 12%16%General_Coordination Preserve Manager 113.00$ 8 904.00$ 0 -$ Annually 904.00$ 108.48$ 144.64$ 1,157.12$ 12%16%Biotic_Surveys Veg & Sensitive Species Mapping Preserve Manager 113.00$ 4 452.00$ 0 -$ Every 5 Years 90.40$ 10.85$ 14.46$ 115.71$ 12%10%Biotic_Surveys Veg & Sensitive Species Mapping GIS Contractor 93.00$ 2 186.00$ 0 -$ Every 5 Years 37.20$ 4.46$ 3.72$ 45.38$ 12%10%Biotic_Surveys General Bio Survey Contract Biologist 102.00$ 4 408.00$ 0 -$ Annually 408.00$ 48.96$ 40.80$ 497.76$ 12%16%Reporting Database Management Updates Preserve Manager 113.00$ 1 113.00$ 0 -$ Annually 113.00$ 13.56$ 18.08$ 144.64$ 12%10%Reporting Collector Set-up and Updates GIS Contractor 93.00$ 2 186.00$ 0 -$ Annually 186.00$ 22.32$ 18.60$ 226.92$ 12%16%Reporting Monthly Log Report - Preparation Preserve Manager 113.00$ 0.5 56.50$ 0 -$ Monthly/12 Times pe 678.00$ 81.36$ 108.48$ 867.84$ 12%16%Reporting Annual Report - Preparation Preserve Manager 113.00$ 10 1,130.00$ 0 -$ Annually 1,130.00$ 135.60$ 180.80$ 1,446.40$ 12%10%Reporting Annual Report - Preparation GIS Contractor 93.00$ 2 186.00$ 0 -$ Annually 186.00$ 22.32$ 18.60$ 226.92$ 12%16%Reporting Annual Report - Review Executive Director 130.00$ 2 260.00$ 0 -$ Annually 260.00$ 31.20$ 41.60$ 332.80$ 12%16%Reporting PMP Update Preserve Manager 113.00$ 8 904.00$ 0 -$ Every 5 Years 180.80$ 21.70$ 28.93$ 231.42$ 12%10%Field_Equipment Mileage 0 -$ Mileage - Annually 0.59$ 140.00 82.60$ Annually 82.60$ 9.91$ 8.26$ 100.77$ 12%16%Operations Supervise & Coordinate Executive Director 130.00$ 8 1,040.00$ 0 -$ Annually 1,040.00$ 124.80$ 166.40$ 1,331.20$ 12%10%Operations Audit (flat fee)0 -$ Audit - Flat Fee 789.00$ 1.00 789.00$ Annually 789.00$ 94.68$ 78.90$ 962.58$ 12%10%Operations Insurance Liability 0 -$ Insurance - Flat Fee 300.00$ 1.00 300.00$ Annually 300.00$ 36.00$ 30.00$ 366.00$ 12%16%Operations Track Endowment Executive Director 130.00$ 4 520.00$ 0 -$ Annually 520.00$ 62.40$ 83.20$ 665.60$ 12%16%Operations Project Accounting Accountant 124.00$ 8 992.00$ 0 -$ Annually 992.00$ 119.04$ 158.72$ 1,269.76$ 1,379.64$ 1,586.27$ 14,462.91$ TOTAL ANNUAL COST Financial Summary PROPERTY: Aviara Apartments Preserve LAST UPDATED: 09/23/2021 Acreage =1.60 Initial Year Ongoing Contingency Rate =12%Contingency 1,769.40$ 1,379.64$ Administrative Rate (Staff) =16%Administrative 2,008.03$ 1,586.27$ Administrative Rate (Subs & Materials) =10% TOTAL ($) Initial & Capital Costs for Year 1 at 2021 rates 18,522.43$ 14,462.91$ Initial & Capital Costs for Year 1 (2027 projected costs with inflation)22,116.75$ Annual Ongoing Costs for Year 2 (2028 projected costs with inflation)16,766.48$ Annual Ongoing Costs for Year 3 (2029 projected costs with inflation)17,269.47$ Initial Financial Requirements for Years 1, 2,3 56,152.70$ Present Value Factor (3,925.77)$ 52,226.93$ Endowment to Provide Income of 14,462.91$ at Cap. Rate of 4.25%340,303.81$ Present Value Factor for Funding Endowment 5 Years in Advance (94,048.16)$ Endowment Requirement to Provide Ongoing Management Costs at Cap. Rate of 4.25%246,255.65$ 9,850.23$ 308,332.81$ ENDOWMENT REQUIREMENTS FOR ONGOING STEWARDSHIP* EMERGENCY & LEGAL FUND 4% of Endowment TOTAL CONTRIBUTION (Initial Financial Requirements for Years 1,2,3 + Endowment + Emergency & Legal Fund) * Endowment funding estimated to be in 2021. Returns from the endowment will start being used to support stewardship tasks in Management Year 4 (2030). COSTS PER YEAR TOTAL INITIAL FINANCIAL REQUIREMENTS Total Present Value Funding Requirement Annual Ongoing Costs per Year after Year 1 at 2021 rates