HomeMy WebLinkAbout1992-02-11 - AGENDA REPORTS - LAND TRUST OPEN SPACE PGM (2)AGENDA REPORT
City Manager Approval
Item to be presented A
CONSENT CALENDAR Jeff Kolin
DATE: FEBRUARY 11, 1992
SUBJECT: INVOLVEMENT OF LAND TRUST IN OPEN SPACE ACQUISITION PROGRAM
DEPARTMENT: PARKS AND RECREATION
BACKGROUND
Staff presented an overall strategy for an open space acquisition and main-
tenance program to the City Council at its October 30, 1991, study session. The
step-by-step process outlined by staff included the use of a non-profit public
land trust to assist with the acquisition of high priority open space parcels in
the Santa Clarita Valley. City Council enthusiastically approved the open space
strategy, but asked staff to research further the availability of non-profit
public land trusts, in addition to the Trust for Public Land, and to determine
their willingness to work with the City,.
Letters were sent to eight additional non-profit land trusts (Attachment A).
The letter explained our Community's commitment to acquiring open.space, trails
and parkland. It also summarized our commitment of $2 million to the develop-
ment of the Santa Clara River Trail,_ and our pending grant requests and bond act
projects totaling another $10 million in potential funding.
Responses were received from six of the eight agencies contacted by letter.
(See Attachment B.) Four letters were received from various organizations, and
two telephone calls. The Land Trust Alliance, an organization of 900 non-profit
land trusts nation-wide, referred the City to the Nature Conservancy and the
Trust for Public. Land for non-profit land trusts operating in California.
Conservation Resources is a for-profit organization, which works cooperatively
with non-profit organizations and public agencies to acquire open space. The
American Farmland Trust focuses its efforts on the acquisition and preservation
of active, productive farmland. Staff felt that lands within the City limits
adjacent to the Santa C1ara.River did not meet the Farmland Trust's criteria.
The California Botanical Habitat finances. its acquisition efforts through
partial development of the properties it acquires.
The additional mailings made to land trusts generated two additional possibili-
ties for a partnership with the City in its open space acquisition program. The
first of these is the American Land Conservancy. Founded by the former regional
director of the Trust for Public Land, the American Land Conservancy has been in
existence for just over three years. The American Land Trust offers many of the
same services as the Trust for Public Land, but has a smaller staff and does not
have the ability to finance acquisitions through a revolving trust program.
1-0
i
Therefore, it would be necessary for the City to pay the up -front costs for
appraisals, surveys, mapping and research studies. Harriet Burgess, the
President of the American Land Conservancy, was the regional director for the
Trust for Public Land and was involved when the Trust for Public Land was
originally contacted by the Forest Service and BKK regarding a possible land
exchange for forest in -holdings and the Elsmere Land Fill.
A second potential partner, in the form of a non-profit land trust, was also
discovered through the additional mailings. The Environmental Trust is head-
quartered in San Diego, California, and has been in existence for approximately
one -and -one-half years. It is a small organization with part-time staff and
limited trust fund resources. The Trust .focuses on the Southern California
area, and.in particular the San Diego and Riverside areas. They offer continu-
ing management and conservation services, as well as land acquisition services.
They have expressed interest in working with the City on its acquisition
efforts; however, they would require the City to fund up -front costs for
surveys, appraisals, mapping and any studies or research required for the
acquisition efforts.
The Nature Conservancy and the American Farmland Trust may become more inter-
ested in working with the City as we demonstrate our commitment through the
purchase of open space lands. The use of multiple land trusts is not unusual,
and may be an option which could be exercised in the future. Specialized
parcels, such as active farmland and endangered species habitat lands, may be of
interest to these trusts at a later date. The Trust for Public Land continues
to be the only non-profit public land .trust that has expressed an interest in
working with the City to acquire open spaceand parkland that would not require
an up -front commitment of City funds. The Trust for Public Land has offered to
begin work with the City with no retainer or contracted guarantee of purchase of
the lands they may option. The American Land Conservancy and the Environmental
Trust have also expressed interest in working with the City. However, they
would require an up -front commitment of City budget funds to finance initial
surveys, appraisals and studies to successfully implement the acquisition of
open space for the City.
The City Council and the Parks and Recreation Commission have expressed concern
regarding the Trust for Public Land's involvement. with the land exchange between
the Forest Service.and BKK, which involves forest in -holdings within the Angeles
National Forest and a proposed solid waste land fill in Elsmere Canyon. The
City Council may decide that it is better to designate budget funds to pay some
of the up -front costs for open space land acquisition, thereby avoiding the need
to use the Trust for Public Land. Use of a non-profit land trust is comparable
to the use of an attorney or a real estate agent in a legal action or property
acquisition effort. Selection of a real estate agent or attorney is based upon
his or her past performance record, skills and ability to provide the services
necessary to successfully complete the transaction. A person does not necessar-
ily select an attorney based upon the cases he or she has been involved with in
the past. Some of the best attorneys, real estate agents and land trusts .have
been involved in controversial transactions which require superior skills to
facilitate.
I
The trust for Public Land offers the City the strongest combination of land
acquisition services and financial resources. Additionally, they will begin
work on the acquisition of open space without a retainer and obtain options for
the purchase of fee title or conservation easements based on the potential of
the City securing future grants, bond funds or donations. This will allow the
City to begin.work on acquiring rapidly disappearing open space now instead of
waiting for guaranteed funding.
FISCAL IMPACT
There will be. no immediate fiscal impact, if the City Council authorizes staff
to begin work with the Trust for Public Land. Purchase of the properties will
be contingent upon the passage of the Los Angeles County Park, Beach and Recrea-
tion Act of 1992, AB72, future state bond acts or a successful application for
competitive grants from the Wildlife Conservation Board or other ,state and
federal grant programs.
If the City Council decides to work with either the American Land Conservancy or
the Environmental Trust, funds would be required to be set aside from the City
Council contingency fund to pay for appraisals, surveys, mapping and studies.
Staff estimates that an initial fund of approximately $50,000 should be estab-
lished for that purpose.
RECOMMENDATIONS
It is recommended that the City Council authorize staff to begin work with the
Trust for Public Land for acquisition of open space lands, trail easements and
parkland.
ATTACHMENTS
Attachment A - Land Trusts Contacted
Attachment B - Land Trusts Responses
Attachment C - Preliminary Open Space Acquisition Budget
JCK:mat
PRCOUNC.73
LAND TRUST MAILING LIST
Jean Hocker, President
The Land Trust Alliance
900 17th Street NW
Washington, DC 20002
Harriet Burgess, President
American Land Conservancy
44 Montgomery, Suite 4165
San Francisco, CA 94104
Roberta Phillips
Administrative Assistant
The Nature Conservancy
785 Market Street
San Francisco, CA 94103
Kyle Bach
Conservation Resources
500 12th Street, Suite 310
Oakland, CA 94607
Shelton Douthit
Sempervirens Fund
Drawer BE
Los Altos, CA 94023
Ralph Grossi
American Farmland Trust
1920 "N" Street NW
Washington, DC 20036
John.Stearns, Manager
California Botanical Habitat
3435 Ocean Park Boulevard, 5201-25
Santa Monica, CA 90405
David Gautereaux
Secretary/Treasurer
Environmental Trust
11590.Faisan Way
San Diego, CA 92124
(202) 785-1410
(415) 403-3850
(415) 777-0487
(415) 567-0454
(415) 968-4509
(202) 659-5170
(310) 457-4195
(619) 573-0448
ATTACHMENT "A"
r
ATTACHMENT "B"
Page 1.
LAND TRUST RESPONSES
Trust Name and Location Response
Land Trust Alliance National organization of 900 trusts nation -
Washington, D.C. wide. Referred us to the Trust for Public
Land or the Nature Conservancy.
American Land Conservancy Interested in working with City. Founder
San Francisco, CA and president is former regional manager for
the Trust- for Public Land that originally
staffed Elsmere project for BKK. Small
staff and trust fund would require City
funds up -front for appraisals, surveys, maps
and .studies. In person visit 1/27/92. In
existence for three years.
No response to letter. Past phone calls
The Nature Conservancy indicated interest in endangered species
San Francisco, CA habitat areas of large size only.
For-profit corporation interested in coopera-
Conservation Resources tive land acquisition with public and non -
Oakland, CA profit conservation agencies.
No response to letter.
Sempervirens Fund
Los Altos, CA
Interested only in preservation of active
American Farmland Trust productive farmlands.
Washington, D.C.
Focus is on acquisition of open space funded
California Botanical Habitat through partial development of the site.
Santa Monica, CA One person operation. Limited resources.
Interested in working with City. In exist-
ence for 1-1/2 years. Emphasis on Southern
The Environmental Trust California and San Diego areas. Also offers
San Diego, CA long-term management services and conserv-
ancy program. Small staff and trust- fund
would require City funds for appraisals,
surveys, studies and management.
Interested in working with the City in open
space land acquisition. 20 years plus in
The Trust for Public Land California. Large staff and operating
San Francisco, CA budget with revolving trust funds. No
up -front costs to City. All costs recovered
by trust through transfer of land to public
agency. Working with BKK and Forest Service
in land exchange for forest in -holdings and
proposed Elsmere Canyon Land Fill.
+ AWACEIr,= "B"
_Page 2 .
LAND TRUST ALLIANCE
December 10, 1991
Jeff Kolin
Deputy City Manager, Parks & Recreation
23920 Valencia Blvd.
City of Santa-Clarita, CA 91355
Dear Mr. Kolin:
Congratulations to the City of Santa Clarita for its
dedication to the conservation of its natural resources! As you.
requested, I have enclosed information about the Land Trust
Alliance and land trusts in general.
The Land Trust Alliance is the national organization for
more than 900 land trusts across the country. The mission of the
Land Trust Alliance is to strengthen the land trust movement and
ensure land trusts have the information, skills, and resources
they need to save land. We do not acquire or hold land ourselves.
I have enclosed for your information, however, a list of
land trusts in the state of California. I might also suggest
that you contact the Trust for Public Land, 116 New Montgomery
Street, Fourth Floor, San Francisco, CA 94105; (415) 495-4014,
and The Nature Conservancy Western Regional office, 785 Market
Street, 3rd Floor, San Francisco, CA 94103; (415) 777-0541.
I hope the enclosed proves useful; please call if I can be
of any further assistance.
900 SEVENTEENTH STREET NW SUITE 410
Sincerel
Karen Richardson
Program Assistant
F GtYQF�p�t„ulA
WASHINGTON, OC 200062501
R-r6d Pape
202.785.1410 FAX 202-7851408
ATTACHMENT."B"
Page 3
. Conservation
e. Kyle Bach
Resource President
Inc.
(415) 567.0454
"Supporting conservation efforts through the introduction of private investment capital.."
S IN
November 25, 1991 Y`v�✓�P
Jeff Kolin
Deputy City Manager, Parks & Recreation
23920 Valencia,Blvd., Suite 300
City of Santa Clarita, CA 91355
Dear.Mr. Kolin:
Thank you for your letter. concerning your city's land and easement acquistion.efforts.
Our firm is not non-profit land trust: While we are a for-profit corporation, our interest
is in cooperative land acquisition with public and non-profit conservation agencies. It is our
belief tha6 we offera practical alternative when public funds fall short in the larger
transactions.
It you believe that your conservation goals are not achievable based on available public
funds and assistence from non -profits, then I would be interested in discussing the methods
that we can offer to help bridge the gap.
Yours Sincerely,
/l .
Kyle Bach f1
500 12 5
th treet 10 Suite t 3 Oakland California 94607-4010 •Fax 15 891-09 2 �. J
(4 ) 4
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A subsidiary of TransAction Companies Ltd.- . s
American Farmland That
November 27, 1991
Mr. Jeff Kolin
Deputy City Manager
Parks and Recreation
City of Santa Clarita
Suite 300
23920 Valencia Boulevard
City of Santa Clarita, California 91355
Dear Mr. Kolin:
ATTACHMENT "B"
Page 4
RECEIVEM
DEC 2 1991
F6'RrS G i:£L:ii:,Tl.^,N CLPr,
CITY OF 8A1\TA CLARITA
I am in receipt of your 22 November letter regarding assistance in acquiring open
space lands and trail easements in your city. Unless these properties contain productive
farmlands, I believe they would fie outside the criteria for American Farmland Trust
intervention. I would suggest that you contact the Trust for Public Lands in San Francisco.
They specialize in assisting local and state governments in the land acquisition process and
also in the establishment of local land trusts.
If, however, these lands are in productive agriculture and you wish to keep them
in productive agriculture as a component of your open space plan, we would be interested
in discussing this project further with you. In that case, you should contact Greg Carnill,
Western Regional Director of the American Farmland Trust at (916) 753-1073 in Davis,
California. By way of this letter, I will alert Greg to that possibility.
Wishing you great success in the protection of this critical greenway along .the Santa
Clara River, I am
Yours iruiy,
Ralph E. Grossi
President
REG/esb
cc: Greg Carnill
Marty Rosen, President, Trust for Public Land
NATIONAL OFFICE
1920 N Street, NW Suite 400 Washington, D.C. 20036.
Tel: (202) 659-5170 F=(202)6S9-8339
recycled
paper
44 Montgomery Street, Suite 4165 • San Francisco, California 94104 • Telephone 415.403.3850 FAX 415.982.2429
December 23, 1991
Jeff Kohn
Deputy City Manager
23920 Vallencia Blvd.
Suite 300
Santa Clarita, CA 91355
Dear Mr. Kohn:
ATTACHMENT "C"
Page 5
I received your letter of November 22nd and reviewed it with great interest. I apologize for
not responding sooner. The end of the year at the American Land Conservancy is a particularly
hectic time as we are closing several major transactions and have been absolutely swamped by
those year end obligations. The American Land Conservancy is most interested in your open space
acquisition program, in particular since we have been working collaboratively with the Santa
Monica Mountains Conservancy in the Santa Susan Mountains. We would be most interested in
discussing potential collaboration on open space projects after the fust of the year. If our
involvement is still timely, we would like to arrange an appointment and review your acquisition
program and priorities.
The American Land Conservancy is quite flexible in its fmancial and contractual
requirements when collaborating with public agencies. Most recently we have had a very
productive working relationship with the City of Pahn Desert to facilitate acquisition of a key parcel
important for its scenic and wildlife values. We would be glad to review that relationship and other
similar endeavors with other public agencies to find a good plan for working with Santa Clarita.
There are no hard and fast rules at the American Land Conservancy. Flexibility is one of the
attributes we can bring to such transactions. I look forward to hearing from you.
Sincerely,
wa/m;-�
Harriet Burgess
President R E C E I V E R
HB/lk
DEC 3 0 1991
PAnx3 t: GUM
CITY OF SANTA cLARITq
President: HARRIET BURGESS Council: BRUCE BAIHmT HARRIET C. BABBITT DAVID R. BROWER BROCK EVANS W. E. GARRETT
L. W. LANE, JR. MARTIN LITTON HELEN MCCLOSKEV PETE MCCLOSKEY MARGARET W. OWINGS
GALEN ROWELL WALLACE STEGNER ROBERT STEPHENS STEWART UDALL
TRUST
PUBLIC
LAN D
L"
January 28, 1992
Mr. Jeff Kolin
Director of Parks and Recreation
City of Santa Clarita
23920 Valencia Boulevard, Suite 300
Santa Clarita, CA 91355
Dear Jeff:
With the holidays over and the New Year well under way, it's time for me to map out
where and what I'd like to accomplish by year's end. I'm hopeful that in some way I
can include the City of Santa Clarita in my planning.
I thought I'd drop you a note to remind you of the Trust's interest in working with the
City; to again offer to meet individually with the City Council (if that would be helpful);
and to let you know I'll be in the Los Angeles basin both the first and last weeks of
February -- if there would be a need for us to meet, please let me know.
I am curious to learn both the direction of the City Council and the current status of
the Santa Clara river restoration plan, and hope to hear from you soon.
SincerelWar
y,'/
Scotker
Project Manager
SJP:fda
JAN 3 0 1992
FABS B f. _FC�T1- csn:
CI -Ty OF SAMA CIARITA
WESTERN REGION
116 NEW MONTGOMERY
THIRD FLOOR
SAN FRANCISCO
CALIFORNIA 94105
FAX (415) 495.0541
(415) 495-5660
PRELIMINARY OPEN SPACE
Acquisition Budget
Surveys
Mapping
Appraisals
Aerial Photography
Habitat and Use Studies
ATTACHMENT "C"
$10,000
$10,000'
$15,000
$ 5,000
$10,000