P2580001,_Sample_Agreement.pdf

SAM

PLE

STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES

STANDARD AGREEMENT

STD 213 (Rev. 04/2020)

AGREEMENT NUMBER

P2580001(SAMPLE)

PURCHASING AUTHORITY NUMBER (If Applicable)

SCO ID: 3600-P2580001(SAMPLE)

1. This Agreement is entered into between the Contracting Agency and the Contractor named below:

CONTRACTING AGENCY NAME

California Department of Fish and Wildlife

CONTRACTOR NAME

To Be Determined (TBD)

2. The term of this Agreement is:

START DATE

July 1, 2025

THROUGH END DATE

June 30, 2027

3. The maximum amount of this Agreement is:

$600,000.00 |Six Hundred Thousand Dollars and Zero Cents

4. The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement.

Exhibits Title Pages

Exhibit A Scope of Work 12

Exhibit A, Attch 1 Maps 2

Exhibit A, Attch 2 Land Management Plan Instruction Manual 74

Exhibit A, Attch 3 Proposal and Resumes TBD

Exhibit B Budget Detail and Payment Provisions 4

Exhibit B, Attch 1 Cost Sheet TBD

Exhibit C* General Terms and Conditions (GTC 04/2017) *

Exhibit D Additional Provisions 11

Exhibit I Travel Reimbursement Information 5

Items shownwith anasterisk (*), are hereby incorporated by reference andmadepart of this agreement as if attachedhereto.

These documents can be viewed at https://www.dgs.ca.gov/OLS/Resources

INWITNESSWHEREOF, THIS AGREEMENTHAS BEENEXECUTEDBY THE PARTIES HERETO.

CONTRACTOR

CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership, etc.)

TBD

CONTRACTOR BUSINESS ADDRESS

TBD

CITY

TBD

STATE

TBD

ZIP

TBD

PRINTED NAME OF PERSON SIGNING

TBD

TITLE

TBD

CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED

STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES

STANDARD AGREEMENT

STD 213 (Rev. 04/2020)

AGREEMENT NUMBER

P2580001(SAMPLE)

PURCHASING AUTHORITY NUMBER (If Applicable)

SCO ID: 3600-P2580001(SAMPLE)

STATE OF CALIFORNIA

CONTRACTING AGENCY NAME

California Department of Fish and Wildlife

CONTRACTING AGENCY ADDRESS

P.O. Box 944209

CITY

Sacramento

STATE

CA

ZIP

94244

PRINTED NAME OF PERSON SIGNING

Amy Mowrer

TITLE

Branch Chief, Business Management Branch

CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED

CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL EXEMPTION (If Applicable)

California Department of Fish and Wildlife Agreement Number: P2580001 Exhibit A – Scope of Work Contractor: To Be Determined (TBD)

1. Introduction of Services

The Contractor agrees to provide environmental planning consultant services to the California Department of Fish and Wildlife (CDFW) in accordance with the specifications, terms, and conditions contained herein. Consultant services will include guiding and completing the Land Management Planning process for two (2) Land Management Plans, including resource inventory, plan development, and California Environmental Quality Act (CEQA; Public Resources Code [PRC] §21000 et seq.) compliance as a lead agency (California Code of Regulations [CCR] Title 14 §15378), following CDFW standards.

2. Location of Services

The services will be performed at the following locations. See maps provided within Exhibit A, Attachment 1:

Location 1 – Batiquitos Lagoon Ecological Reserve, San Diego County Location 2 – French Valley Wildlife Area, Riverside County Location 3 – Contractor’s Business Location (TBD)

3. Service Schedule

The services will be provided between standard business hours, except on holidays. The Contractor will be required to obtain agreement, in writing, from the CDFW Contract Manager for any changes to the service schedule.

4. Project Officials

CDFW Project Officials Contractor Project Officials Contract Manager Project Director Name: Lisa Fields Name: TBD Phone: 916-539-2997 Phone: TBD Email: Lisa.Fields@wildlife.ca.gov Email: TBD Address: 1010 Riverside Parkway

West Sacramento, CA 95605 Address: TBD

Direct all inquiries to: Direct all inquiries to:

CDFW – Wildlife Branch Name: Mary Rivet-Pool Name: TBD Address: 1010 Riverside Parkway

West Sacramento, CA 95605 Address: TBD

Phone: 916-503-2215 Phone: TBD Email: Mary.Rivet-Pool@wildlife.ca.gov Email: TBD

Either party may make changes to the Project Officials by giving written notice to the other party. Said changes will not require an amendment to this Agreement.

mailto:Lisa.Fields@wildlife.ca.gov mailto:Mary.Rivet-Pool@wildlife.ca.gov

California Department of Fish and Wildlife Agreement Number: P2580001

5. Scope of Work

A. Background and Objectives

The purpose of this Agreement is to retain environmental planning consultant services to support CDFW’s development of Land Management Plans, including CEQA compliance. The Contractor will guide and complete the land management planning process for two (2) plans for CDFW owned lands: Batiquitos Lagoon Ecological Reserve and French Valley Wildlife Area. The planning process will require assisting with and facilitating meetings and workshops with CDFW staff, conducting inventory surveys, writing the Land Management Plan document per CDFW standards (Exhibit A, Attachment 2), writing the CEQA document, facilitating meetings for the public and other interested parties (i.e. stakeholders), participating in tribal consultation, and responding to CEQA document comments.

A Land Management Plan (LMP) is the culmination of a process which consists of the

Resource Inventory, Land Management Plan, and CEQA document. Throughout the planning process, diverse perspectives are brought together from within CDFW as well as external voices such as tribes, partners, other interested parties, and the general public. The inclusion of coordination and public engagement in the LMP process is intended to improve the planning process through the incorporation of diverse ideas and perspectives, in addition to meeting CEQA requirements. The LMP defines the primary management purpose for a property and outlines the management issues, goals, and strategies for fulfilling this purpose.

The land management planning process may be initiated due to a variety of management needs. For example, the need for an LMP may be triggered by the lack of an LMP for an existing property managed by CDFW, the acquisition of a new property

(Fish and Game Code [FGC] §1019), or to enter a management agreement with a nonprofit conservation group or Resource Conservation District (FGC §1745 b2B). In addition, an LMP, or LMP update, may be warranted when revising management actions to reflect new management practices or to disclose management activities to the public.

The term “Cultural Resources” and similar terminology is inclusive of, but not limited to, archaeological, Native American, traditional, and historical built environment resources

(e.g., buildings, structures, objects, districts, and sites).

Batiquitos Lagoon Ecological Reserve, in San Diego County, is approximately 550 acres of coastal lagoon and uplands including intertidal mudflats, marshes, and riparian forest.

It is home to many listed species such as western snowy plover (Charadrius nivosus nivosus) and California least tern (Sternula antillarum browni). Batiquitos Lagoon

Ecological Reserve ranges in elevation from sea level to approximately 20 feet and is predominantly bordered by private residential developments, a golf course, Interstate 5, and train tracks. It was acquired to preserve, protect, and maintain the improved coastal

California Department of Fish and Wildlife Agreement Number: P2580001 wetland habitat and associated species. There is a nature center, maintained by the

Batiquitos Lagoon Foundation, and popular hiking trails.

French Valley Wildlife Area, in Riverside County, is approximately 670 acres in size, located southwest of Lake Skinner. It was previously used for dry-land farming and is now dominated by coastal sage scrub, southern willow scrub, grasslands, and eucalyptus woodlands. It is characterized by rolling hills and vernal pools, ranging in elevation from 1,300 to 1,600 feet. Burrowing owl (Athene cunicularia) and Riverside fairy shrimp (Streptocephalus woottoni) have been documented on the property. There are no developed facilities; public use includes wildlife viewing and hunting for dove, quail, and rabbits.

B. Work to be Performed

1. The Contractor will provide the following services:

a) Task 1: Participate in kick-off meetings

i. Subtask 1A:

The Contractor will participate in an agreement kick-off meeting led by CDFW.

The meeting will be approximately two (2) hours.

ii. Subtask 1B:

The Contractor will participate in two (2) separate plan-specific kick-off meetings led by CDFW. Each meeting will be approximately two (2) hours.

iii. Objectives and Deliverables:

1. The Contractor will participate in kick-off meetings, to be held virtually. The purpose of these meetings is to review expectations, tasks, timelines, and deliverables. A brief introduction to each of the service locations identified above in Section 2 Location of Services will also be provided.

a. Participate in one (1) agreement kick-off meeting (Subtask 1A)

b. Participate in two (2) plan-specific kick-off meetings (Subtask 1B)

2. The Contractor and subcontractor(s) will be present at meetings, which will be held via Microsoft Teams

3. CDFW will provide:

a. Current version of Land Management Plan Instruction Manual

b. Land Management Plan template

c. Geographic Information System (GIS) data layer with boundaries for

Batiquitos Lagoon Ecological Reserve and French Valley Wildlife Area

b) Task 2: Land Management Planning Process – Workshop Facilitation

California Department of Fish and Wildlife Agreement Number: P2580001

i. The Contractor will co-lead with CDFW one (1) series of planning workshops and lead one (1) series of planning workshops as described in the Land Management Plan Instruction Manual Chapter 2 (Exhibit A, Attachment 2).

ii. Objectives and Deliverables:

1. CDFW will provide the workshop meeting space, either at the subject property or the CDFW Region Office

2. The Contractor will facilitate one workshop series and co-facilitate one workshop series with CDFW staff

3. Workshop #1: Scoping and Property Vision Outcomes

a. Purpose Statement

b. Overarching management goals

c. Planning horizon and level of detail determinations

4. Workshop #2: Data Gap Analysis Outcomes

a. List of data needs

b. Determination of data to be collected for Resource Inventory

c. Data collection responsibilities will be determined during this workshop

(CDFW versus Contractor)

d. Data Storage Plan

5. Workshop #3: Issues Analysis, Goals, and Strategies Outcomes

a. A series of workshops as outlined in Exhibit A, Attachment 2

b. Identify issues to be addressed in the Land Management Plan

c. Formulation of draft Goals and Strategies

c) Task 3: Resource Inventory

i. Based on the outcomes of Workshop #2, as described above and in the Land

Management Plan Instruction Manual Chapter 2 (Exhibit A, Attachment 2), the Contractor will conduct research and surveys as needed, at the direction of CDFW, to support the Resource Inventory for each of the two (2) Service Locations. Surveys may include synthesis of existing data and/or field data collection efforts for resources such as cultural, botanical, or wildlife. Final selection of surveys to be conducted will be determined by CDFW. Field surveys will not include fish species but may include other aquatic organisms such as invertebrates and amphibians.

1. The Contractor will collect field data. Field data collection may include tasks such as vegetation mapping, sensitive/listed plant surveys, general bird surveys, sensitive/listed bird surveys, invertebrate surveys, water quality testing, cultural resource surveys, etc.

2. Plan for one (1) year of effort, but some conditions may warrant a second season.

3. The Contractor will be responsible for data quality control and accuracy assessment, including documentation of protocols.

California Department of Fish and Wildlife Agreement Number: P2580001

4. All documentation and reporting related to cultural resources (archaeological and historical) will be consistent with guidelines and requirements from the California Office of Historic Preservation and Section 106 of the National Historical Preservation Act.1

5. The Contractor must submit all data collected related to newly discovered cultural resources to the California Historical Resource Information System (CHRIS) and provide copies of submissions to the CDFW Contract Manager.

6. Reports will be compiled following scientific writing standards (introduction, methods, results, discussion) and consistent with Exhibit A Section 5C Reports below.

7. Data sharing and storage will be consistent with Exhibit A Section 5D Digital Media, Data Sharing, and Data Security below.

d) Task 4: Land Management Plan Document Preparation

i. The Contractor will write the Land Management Plans as outlined in the Land

Management Plan Instruction Manual (Exhibit A, Attachment 2).

ii. Objectives and Deliverables:

1. The Contractor will prepare Land Management Plan documents consistent with Exhibit A Section 5C Reports below.

2. CDFW will provide the Land Management Plan template document.

3. The Contractor will prepare two (2) Land Management Plans (one LMP for

Service Location 1 and one LMP for Service Location 2 based on the outcome of the workshops from Task 2 and consistent with the Land Management Plan Instruction Manual and template.

a. Following public review, the Contractor will incorporate changes, if warranted, per CDFW direction.

e) Task 5: CEQA Process

i. The Contractor will make recommendations to CDFW regarding the proper

CEQA document for preparation; however, CDFW will make the final decision regarding CEQA compliance. For each of the two (2) Land Management Plans, the CEQA process will be completed by the Contractor through initial response to public comments.

1. The Contractor will prepare CEQA documents consistent with Exhibit A Section 5C Reports.

2. The Contractor will draft legally adequate, high-quality CEQA documents for each of the two (2) Land Management Plans.

1 https://ohp.parks.ca.gov/?page_id=1069 https://ohp.parks.ca.gov/?page_id=1069 https://ohp.parks.ca.gov/?page_id=1069

California Department of Fish and Wildlife Agreement Number: P2580001

a. To be legally adequate, the documents must comply with CEQA (CCR §15000 et seq.) and current case law interpreting those provisions.

b. The Contractor will perform all the work necessary to prepare legally adequate CEQA documents.

c. CDFW expects high-quality, legally adequate work for all environmental factors reviewed under CEQA.

d. The Contractor will prepare documents including initial studies, negative declarations, mitigated negative declarations, environmental impact reports, and technical reports, as appropriate per LMP, as well as preparing all required notices, forms, findings, plans, response to comments, administrative records, monitoring reports, and attending or facilitating meetings as required and in cooperation with CDFW.

3. The Contractor will co-facilitate tribal outreach and consultation, consistent with the requirements of Assembly Bill 52, for each of the two (2) LMPs.

4. The Contractor will facilitate interested parties and public meetings for each

LMP.

5. The Contractor will solicit and collect public comments and prepare written responses to comments on draft environmental documents.

6. [Tentative] If time allows and adequate funding is still available (as determined by CDFW Contract Manager), the Contractor will prepare final LMP and substantive environmental document. Whether a substantive environmental document is required, and if so the type of document to be prepared, will be determined by CDFW.

e. Prepare final LMP document, including incorporation of all outstanding edits, including formatting consistent with Exhibit A Section 5C.

Reports below.

f. Prepare final CEQA document, including formatting of public comments, compilation of response to comments, document formatting consistent with Exhibit A Section 5C. Reports below, etc.

f) Task 6: LMP Process Evaluation

i. The Land Management Planning process has been revamped by CDFW; the plans produced through this Agreement will be some of the first plans to test the new process. Therefore, the Contractor will participate in milestone debrief meetings to provide feedback on the process.

1. The Contractor will participate in milestone debrief meetings, which will be facilitated by CDFW and may be attended virtually or in-person in the Sacramento area. Debrief meetings will be approximately one (1) hour in length.

2. Milestone debrief meetings will occur after the following:

a. Completion of each of the three (3) workshops

b. Completion of writing Draft Land Management Plan document

c. At the end of the Agreement

California Department of Fish and Wildlife Agreement Number: P2580001

C. Reports

1. The LMP document will have a Table of Contents with active hyperlinks to report sections for each item in the Table of Contents, List of Figures, List of Tables, and Appendices. Any other reports produced that contain a Table of Contents will also include this required formatting.

2. Text will be formatted so that headers and sub-headers are functional as bookmarks in PDF format and navigation in Microsoft Word.

3. Draft and final reports must be submitted electronically, in both Microsoft Word and PDF formats, to the CDFW Contract Manager.

4. CDFW will review submitted reports, exercise its independent judgment and discretion, and provide the Contractor with written comments and/or edits within 15 business days, or as agreed upon by CDFW and the Contractor. All CDFW comments will be consolidated, with required edits denoted using track changes and comment boxes.

5. The Contractor will address all CDFW comments and/or edits and incorporate them into the document. There may be instances when multiple drafts are required before CDFW determines that a document is final.

a) The Contractor will present the first draft of all reports to CDFW only after thoroughly reviewing it for content, grammar, etc. as if it were a final draft document unless otherwise directed in writing by the CDFW Contract Manager.

b) If the first draft of any report is deficient and fails to meet the criteria outlined in this scope of work, and preventing the deficiencies was within the Contractor’s control, it will be returned to the Contractor and the Contractor’s labor, time, and expenses necessary to ensure the document meets the aforementioned criteria will not be charged to CDFW.

c) If more than three (3) drafts are returned to the Contractor because the drafts are of poor quality due to failure to meet the aforementioned criteria, CDFW may direct that Contractor personnel be removed from the project and/or terminate this Agreement.

6. Contractor-submitted final reports will include a “clean” copy in Microsoft Word, a “clean” copy in PDF format, and a version in Microsoft Word with responses to all comments and required edits.

7. The Contractor will ensure that all documents meet state and federal accessibility standards (Government Code Sections 7405 and 11135, and the Web Content Accessibility Guidelines [WCAG] of the World Wide Web Consortium).

8. The CDFW Contract Manager may accept draft reports as the final report, at their discretion. Reports will not be considered final until accepted and approved by the CDFW Contract Manager.

D. Digital Media, Data Sharing, and Data Security

1. All data, both physical and digital recordation, including all photographs, videos, or other digital media created by the Contractor, including subcontractors, as part of the fulfillment of this Agreement, will be submitted to the CDFW Contract Manager.

California Department of Fish and Wildlife Agreement Number: P2580001

2. Digital Media will be submitted in universally recognized file types (jpeg, .jpg, or .mov) in their original size. Files in specialized format, such as heic, will not be accepted.

d) The International Press Telecommunications Council (IPTC) metadata will include the date and time digital media was created.

e) File names will include the name of the property at which the image was taken.

f) Usage Rights

i. The Contractor (and any subcontractors) grants to CDFW an unrestricted, fully paid up, worldwide, irrevocable, perpetual license to use, reproduce, distribute, create derivative works, publicly display, and perform the images in whole or in part, in any manner, for any purpose and in any medium now known or hereinafter invented. This right includes, but is not limited to, the right to copy, publish, distribute, alter, and publicly display the images for education, interpretation, advertising, and other purposes.

ii. The Contractor (and any subcontractors) releases and discharges CDFW from any and all claims and demands arising out of, or in connection with any use of the images, including but not limited to, any and all claims of libel, moral rights, defamation, invasion of privacy, publicity, and/or claims under the Visual Artists Rights Act. The Contractor (and any subcontractors) may not withdraw consent at any time and this Agreement is binding to the Contractor and subcontractors, and their heirs, legal representatives, and assigns.

iii. If the Contractor (or subcontractors) wants CDFW to provide credit when digital media is used, then the Contractor (or subcontractors) must complete the “authors” field in IPTC metadata with the desired attribution information.

3. CDFW will provide the Contractor with all relevant data contained in CDFW files. All sensitive data provided by CDFW may only be used or shared with subcontractors that require access to the information to complete deliverables. Information may not be shared with the public or other individuals without prior written consent from

CDFW.

4. Copies of all completed data sheets, field notes, or similar, whether electronic or hard copy, will be provided by the Contractor (and any subcontractors) to the CDFW Contract Manager.

5. Geospatial data, such as geodatabases, will be provided to the CDFW Contract Manager in an industry-standard geospatial data format with documented metadata consistent with CDFW minimum metadata standards (https://wildlife.ca.gov/Data/BIOS/Metadata).

6. The Contractor (and any subcontractors) will comply with all applicable federal and state laws and regulations concerning cultural resources, including Public Resources Code §5097.9 and the Native American Historic Resource Protection Act (PRC §5097.993 et seq.)

7. The Contractor (and any subcontractors) is responsible for maintaining data security for sensitive data in their possession, in perpetuity, regardless if data provided by CDFW or obtained by the Contractor or subcontractors. In the event data are improperly accessed or breached, the Contractor or subcontractor will take https://wildlife.ca.gov/Data/BIOS/Metadata

California Department of Fish and Wildlife Agreement Number: P2580001 measures to prevent further access to these data or further breach incidents. In addition, the Contractor or subcontractor will notify CDFW within 24 hours of discovering any unauthorized access or breach. CDFW maintains the right to participate in the investigation of a security incident involving CDFW data or conduct an independent investigation, and the Contractor or subcontractor will cooperate fully in such investigations.

8. The Contractor or subcontractor is responsible for all costs incurred by CDFW due to a security incident that results in the unauthorized release, loss, theft, or misuse of the data the Contractor receives from CDFW. If CDFW reasonably determines that notice to the individuals whose data has been lost or breached through such incident is appropriate, the Contractor or subcontractor will bear any and all costs associated with the notice or any mitigation deemed necessary by CDFW to comply with state laws and regulations, including but not limited to State Administrative Manual Section 5340 and Statewide Information Management Manual Sections 5340-A 5340-C. These costs include, but are not limited to, staff time, material costs, postage, media announcements, and other identifiable costs associated with the breach or loss of data.

9. At the conclusion of this Agreement, the Contractor (and any subcontractors) will return all data and media provided by CDFW, including any backups and related material, or the Contractor (and any subcontractors) will confirm that all data has been destroyed.

E. Schedule of Completion Dates

Activity Anticipated Due Date* Task 1: Participate in Kickoff meetings Subtask 1A: Participate in contract kick-off meeting

2 weeks after Notice to Proceed (NTP)

Subtask 1B: Participate in (2) plan-specific kick-off meetings

4 weeks after NTP

Task 2: Land Management Planning Process – Workshop Facilitation

12 months after NTP

Task 3: Resource Inventory 12 months after NTP

Task 4: Land Management Plan Document Preparation

18 months after NTP

Task 5: CEQA Process 24 months after NTP

Task 6: LMP Process Evaluation 24 months after NTP

*Changes to due dates must be agreed upon in writing by the Contractor and CDFW Contract Manager.

California Department of Fish and Wildlife Agreement Number: P2580001

6. Contractor Minimum Qualifications/Requirements

A. Minimum Qualifications:

1. The Primary Contractor must have at least one office within one hundred fifty (150) miles of at least one (1) of the Locations of Services (Batiquitos Lagoon Ecological Reserve or French Valley Wildlife Area).

2. The Contractor’s team may consist of a Primary Contractor and subcontractors.

a) A Project Manager must be designated. All project communications will be addressed to this person, and they must have the authority to act on all aspects of the agreement services.

b) The Project Manager must be an employee of the Primary Contractor submitting a response to the RFP and must not be a subcontracted employee. This person will be listed in Exhibit A, Scope of Work, as the Contractor Project Manager. This person will be responsible for the overall project, including quality control on all project deliverables, and will be the contact for all project administration including budgets, invoices, schedules, coordination, Contractor staffing issues, and task completion.

c) The Contractor must guarantee that the Project Manager will be made available to the project for the entire duration of the project (unless that individual leaves the organization). Replacement of the Project Manager is subject to approval by the CDFW Contract Manager.

d) Subcontractors identified in this agreement must be made available for the entire duration of the project. Replacement of subcontractors is subject to approval by the CDFW Contract Manager, and any given subcontractor must be replaced with a subcontractor with equivalent knowledge and experience.

3. The Contractor’s identified Project Manager must have a minimum of five (5) years of experience leading Land Management Planning or similar processes, including data gap analysis, resource inventory data collection, plan development.

4. The Contractor’s identified team (Primary Contractor and Subcontractors) must have a minimum of five (5) years of combined experience with the CEQA process, not including the Lead. The Lead for this action must have a minimum of five (5) years of experience with the CEQA process. The CEQA process includes scoping, impacts assessment, development of mitigation measures, document preparation, public meetings, and response to comments. Experience should include both MNDs and EIRs.

5. The Contractor’s identified team (Primary Contractor and Subcontractors) must demonstrate completion of at least one (1) Land Management Plan, or similar, including CEQA compliance. To demonstrate completion, if using the sum of experience from both the Primary Contractor and Subcontractor, must provide explanation of how minimum requirement met through combined experience being equivalent to the firms working together to complete a single Land Management Plan, or similar, including CEQA compliance.

California Department of Fish and Wildlife Agreement Number: P2580001

6. The Contractor’s identified team (Primary Contractor and Subcontractors) must have at least three (3) years of experience conducting resource inventory work:

a. Cultural (archaeological and historical) pedestrian surveys, records searches, site documentation, and evaluation of historical significance;

b. Botanical surveys including floristics and listed plant species field surveys;

c. Vegetation mapping to the alliance level;

d. Development of wildlife (bird, mammal, invertebrate, reptile, amphibian, etc.)

species lists;

e. Creation of figures for reports and public meetings, including maps in GIS;

7. The Contractor’s identified team member(s) GIS/mapping staff must have at least three (3) years of experience using GIS such as to create and manage geodatabases, vegetation mapping, and cartography.

8. The Contractor’s identified team (Primary Contractor and Subcontractors) must include staff in positions of leadership who have at least three (3) years of experience facilitating workshops and meetings similar to those described in the Land Management Plan Instructions Manual (Exhibit A, Attachment 2) and CEQA-compliant tribal, other interested parties, and public meetings.

9. The Contractor’s identified team (Primary Contractor and Subcontractors) must have at least five (5) years of demonstrated knowledge and experience in CEQA compliance. Each individual firm must have at five (5) years of demonstrated knowledge and experience in their specialty, with the combined knowledge and experience from Primary Contractor and Subcontractors equaling the equivalent of addressing all aspects of CEQA compliance. This includes, but is not limited to, the successful preparation of high quality, legally defensible environmental review documents which necessitates broad experience and expertise in developing adequate project descriptions, evaluating the environmental effects of projects, recommending and/or developing adequate mitigation measures, and analyzing alternatives.

B. Desired Qualifications:

1. The Contractor has familiarity with, and can demonstrate, extensive experience in San Diego, Orange, Los Angeles, Riverside, or San Bernardino Counties with the subjects outlined in the Land Management Plan Instruction Manual (Exhibit A, Attachment 2).

2. The Contractor has biologists that have survey experience with, and are in possession of permits to survey where appropriate, for sensitive species with the potential to occur in the Location of Services, such as but not limited to:

a) Stephens' kangaroo rat (Dipodomys stephensi)

b) Vernal pool fairy shrimp species

c) Monarch butterfly (Danaus plexippus)

d) Quino checkerspot butterfly (Euphydryas editha quino)

California Department of Fish and Wildlife Agreement Number: P2580001

e) Western spadefoot (Spea hammondii)

f) California least tern (Sternula antillarum browni)

g) Western snowy plover (Charadrius nivosus nivosus)

h) Light-footed Ridgway’s rail (Rallus obsoletus levipes)

i) Coastal California gnatcatcher (Polioptila californica californica)

j) Least Bell's vireo (Vireo bellii pusillus)

k) Southwestern willow flycatcher (Empidonax traillii extimus)

l) Del Mar manzanita (Arctostaphylos glandulosa ssp. crassifolia)

m) Encinitas baccharis (Baccharis vanessae)

n) Thread-leaved brodiaea (Brodiaea filifolia)

o) Spreading navarretia (Navarretia fossalis)

7. Insurance Requirements

The Contractor will be required to maintain the following insurance coverage throughout the duration of this agreement and must supply proof of coverage upon request by CDFW.

Insurance must be in accordance with the Exhibit D CDFW Additional Provisions.

A. Commercial General Liability (limits not less than $1,000,000 per occurrence with a

$2,000,000 annual policy aggregate)

B. Automobile Liability (limits not less than $1,000,000 combined single limit per accident)

C. Professional Liability (limits not less than $1,000,000 per occurrence and

$3,000,000 policy aggregate)

D. Workers Compensation and Employers Liability (limits of $1,000,000 are required.

The waiver of subrogation endorsement must also be provided).

The above policies must each be endorsed to include “the State of California, its officers, agents and employees as additional insured but only with respect to work performed under the Contract”.

The Contractor may be required to maintain additional applicable insurance policies, as outlined in Exhibit D, Additional Provisions, if the policy is determined to be necessary based on the Contractor’s submitted proposal.

December 2024 - Alison Nevins, CDFW - WLB / BDB

California Department of Fish and Game South Coast Region

BATIQUITOS LAGOON ER

San Diego County

Batiquitos Lagoon Ecological Reserve

Batiquitos Lagoon

P a c i f i c O c e a n

Poinse ttia

Lane

Alga R oad

La Costa Ave

El Cam ino R eal

S21

C arlsbad B lvd

Approximately 27 mi to San Diego

South Carlsbad State Beach

Ecological Reserve

State Park

Interstate

State Highway

Local Road 0 0.25 0.5 Miles

Batiquitos Drive

Exhibit A, Attachment 1

PLE|ÿ79

|ÿ79

§̈¦215

§̈¦15

California Department of Fish and Wildlife Inland Deserts Region

FRENCH VALLEY WILDLIFE AREA

Riverside County

December 2014 - WLB

0 1.5 Miles´ Wildlife Area Reservoir / Creek Local Road

State Highway Interstate Highway

Approximately 30 mi to Riverside

Skinner Reservoir

Murrieta Hot Springs

Temecula

Santa Gertrudis Creek

Tucalota Creek

Murrieta Creek

Benton Road

Borel Road

Rancho California Road

Washingt onStreet

Approximately 29 mi to Escondido

Disclaimer: Boundaries are approximate.

Maps are intended for general purposes only.

Buck Road

Exhibit A, Attachment 1

Land Management Plan Instruction Manual

California Department of Fish and Wildlife

Version: September 2024

Exhibit A, Attachment 2 i

Table of Contents I. Introduction to Land Management Planning

How to use this Instruction Manual

Timeline to Complete an LMP

Funding the LMP Process

To Complete In-House or By Contract?

II. Planning Process

Plan Initiation

Planning Team

Kick-off Meeting

Preliminary Information Gathering

Workshop #1: Scoping and Property Vision

Level of Detail

Workshop #2: Data Gap Analysis

Resource Inventory

Workshop #3: Issues Analysis, Goals, and Strategies

External Engagement and Outreach

III. Writing the Draft Land Management Plan

LMP Document Formatting and ADA Accessibility

Title Page

Signature Page

CDFW Mission Statement

Table of Contents

Acknowledgements

Report Contributors

Executive Summary

Chapter 1: Introduction

Chapter 2: Environmental Setting and Management Considerations

Chapter 3: Management Plan

References ii

Appendix A

Appendix B

IV. Next Steps

Forms and Approvals

Circulation

V. Appendix A. Sample Kick-off Meeting Agenda

List of Figures Figure 1: LMP Process Overview

Figure 2: Initial Stage of LMP Process

Figure 3: Draft Plan Development Process

Figure 4: Lands Management Data Viewer Overview

Figure 5: Lands Management Data Viewer Transparency Example

Figure 6: Planning Horizon Diagram

Figure 7: The Resource Inventory Process Flow

Figure 8: Paste Formatting Example

Figure 9: Land Cover California Subset Layer

Figure 10: Lands Management Data Viewer Land Ownership Layer

Figure 11: Geological Map of California Layer

Figure 12: Alquist-Priolo Fault Hazard Zone Layer

Figure 13: SSURGO Soil Maps Units Layer

Figure 14: California Streams and National Wetlands Inventory Layer

Figure 15: US EPA Air Data - Multiyear Tile Plot

Figure 16: Wildlife Habitat Relationships Layer

Figure 17: Fire History Layer

Figure 18: Terrestrial Connectivity Layer

Figure 19: Wildlife Movement Barrier Priorities Layer

Figure 20: CNDDB Layer

List of Tables Table 1: Suggested Regional Planning Team Members iii

Abbreviation Definition

AB52 Assembly Bill 52: Tribal Cultural Resources

ACE Areas of Conservation Emphasis

ADA Americans with Disabilities Act

AGOL ArcGIS Online

BIOS Biogeographic Information and Observation System

CALFIRE California Department of Forestry and Fire Protection

CEQA California Environmental Quality Act

CGS California Geological Survey

CHRIS Chemical Hazards Response Information System

CNDDB California Natural Diversity Database

CNPS California Native Plant Society

EDRR Early Detection and Rapid Response

EIR Environmental Impact Report

EPA Environmental Protection Agency

EPM Environmental Program Manager

ES Environmental Scientist

FGC Fish and Game Code

FRAP Fire and Resource Assessment Program

FY Fiscal Year

GIS Geographic Information System

HCPB Habitat Conservation Planning Branch

HQ Headquarters

HUC Hydrologic Unit Code

LCP Local Coastal Plan

LEARN Learning, Education, and Resources Network

LMP Land Management Plan

MND Mitigated Negative Declaration

MOU Memorandum of Understanding

NAHC Native American Heritage Commission

ND Negative Declaration

NHD Natural Heritage Division

NLCD National Land Cover Database

NRCS National Resources Conservation Service

OGC Office of General Counsel

PEIR Program Environmental Impact Report

SSURGO Soil Survey Geographic Database

TCCP Tribal Communication and Consultation Policy

USFWS United States Fish and Wildlife Service

USGS United States Geological Survey

VegCAMP Vegetation Classification and Mapping Program

WBD Watershed Boundary Dataset

WCB Wildlife Conservation Board iv

Abbreviation Definition

WHR California Wildlife Habitat Relationship System

WLB Wildlife Branch

I. INTRODUCTION TO LAND MANAGEMENT PLANNING

A Land Management Plan (LMP) defines the primary management purpose for a Department property, or properties, and outlines the management issues and opportunities, goals, and strategies for fulfilling this purpose. The LMP process includes development of the Resource Inventory and LMP, bringing together diverse perspectives from within the California Department of Fish and Wildlife

(Department) as well as external voices such as tribes, partners, other organizations, and the general public.

The LMP components are interrelated and may be overlapping in their preparation. A thoughtful, well-developed LMP helps land managers make the best use of limited resources, provide support for workload prioritization and grant applications for project funding (e.g., WCB, Pittman-Robertson), while maximizing ecological benefits.

The land management planning process is initiated by Region and may occur due to a variety of management needs. For example, the need for an LMP may be triggered by the acquisition of a property on or after January 1, 2002 (subject to appropriation, FGC §1019), lack of an LMP for a property acquired before

2002, or to enter a management agreement with a nonprofit conservation group or Resource Conservation District (FGC § 1745 b2B). In addition, a new

LMP (or update) may be warranted when revising management actions to reflect new management practices or changing conditions.

The best outcomes generally arise when the LMP process is interdisciplinary and collaborative, internally as well as externally, including staff from Fisheries, Law

Enforcement Division (LED), Interpretation, Tribal Affairs, etc. as appropriate for the property as well as tribal engagement, partner organizations, other organizations and governments, and the public. Public engagement in the LMP development process allows for the incorporation of diverse ideas and perspectives, leading to a stronger plan and improved outcomes for the property and the Department.

How to use this Instruction Manual

This instruction manual was written by the Wildlife Branch (WLB) Land

Management Planning and Resource Assessment Unit (LMPRA) staff to provide guidance and reference material during the LMP process. It is intended to complement the facilitation and support provided by WLB Lands Program staff throughout the process. This manual includes general tips on developing and writing LMPs such as formatting hints, accessibility considerations, etc., as well as guidance on data sources and the planning process. This manual focuses on writing the LMP itself, and the roles and responsibilities for tasks throughout the https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FGC&sectionNum=1019.

https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=FGC&sectionNum=1745.

LMP development process. It does not address the final Regional and HQ approvals process nor CEQA compliance. Job Aids are available in the LMP

Teams site Document Library “LMP Reference Materials”. If you have trouble accessing this Document Library, please contact your LMPRA Representative or the LMPRA Supervisor for assistance.

The table of contents is hyperlinked and bookmarks are formatted to help navigate smoothly around the instruction manual (If the bookmarks are not visible, there is a Job Aid available in the LMP Teams Site LMP Reference

Materials Document Library on how to access the bookmarks in Foxit). The

Sections are organized as follows:

Section 1: General information about how to approach land management planning and an introduction to the process.

Section 2: A detailed guide to the planning process, including roles and responsibilities, considerations regarding level of detail, workshop focus and outcomes, the Resource Inventory, and outreach.

Section 3: A detailed description of each chapter of the LMP to guide the author(s) through the intended purpose of the chapter and how to develop and write the plan.

Section 4: A high-level review of forms, approvals, and other processes that need to be completed prior to LMP finalization and implementation.

Throughout this manual, the terms “Section” and “Chapter” are not used interchangeably, rather they have distinct meanings. The use of “Section” (note capital “S”) refers to parts of this instruction manual, “Chapter” corresponds to the parts of an LMP document, and “section” (note lowercase) describes a part of either a “Section” or a “Chapter”.

Staff roles are referenced throughout this manual. They do not specifically identify individuals, but rather desired expertise, so a single person could fulfill multiple roles and the role may be filled by in-house or contract staff. This is addressed in more detail in the “To Complete In-House or By Contract?”

Section.

Timeline to Complete an LMP

The overall timeline for an LMP to progress from kick-off through a draft document ready for public review is approximately 2 years. This is highly variable depending on many property-specific factors such as the extent of existing data, complexity of issues to be addressed, and staffing availability. If a https://cdfw.sharepoint.com/teams/LandManagementPlans/LMP%20Reference%20Materials/Forms/AllItems.aspx https://cdfw.sharepoint.com/teams/LandManagementPlans/LMP%20Reference%20Materials/Forms/AllItems.aspx https://cdfw.sharepoint.com/teams/LandManagementPlans/LMP%20Reference%20Materials/Forms/AllItems.aspx substantive environmental document needs to be prepared (e.g. ND, MND, EIR), then additional time may be necessary to reach completion.

A discussion about the desired timeline, and considerations, will be included in the kick-off meeting. The process may progress through Workshop #2: Data Gap

Analysis quickly, but then can slow down as data to inform the Resource

Inventory are collected. A full year will likely be required for inventory data collection to study the property across all seasons. During this period, quarterly check-in meetings may occur to keep the Planning Team informed of progress and to maintain engagement and continuity. As described in more detail in

Section 2: Planning Process, as Resource Inventory data is collected the subject-specific goals and strategies can be developed (Workshop #3). If an expedited timeline is desired, writing of portions of the LMP can also begin, as some of the

Introductory and Environmental Setting background information may be available.

Funding the LMP Process

Funding for LMPs is often secured through a grant from the Wildlife Conservation

Board (WCB), although P-R grant funding has also been used. External grants may be another source of funding for all or part of the LMP process.

It is not imperative to have secured funding to initiate the LMP process. In fact, it may be beneficial to kick-off the process first, make early decisions regarding the level of detail, and complete a data gap analysis to assist with accurate budgeting before pursuing funding. The Region is ultimately responsible for committing identified staff time and funding needed to complete the LMP process.

To Complete In-House or By Contract?

Management plan preparation may be performed in-house, under contract, or a combination of in-house and contract. For example, if a comprehensive

Cultural Resources section that includes a description of archaeological and/or historical resources on the property is desired, a contract for these services will be necessary since there are no archaeologists or historians in the Department.

However, that role is described as a Cultural Resources Specialist, not a

Contractor. This manual was written for Department staff, but the processes and information requirements remain the same, regardless of whether the work is conducted in-house or through a contract.

The LMPRA Representative assigned to the LMP will discuss general considerations and tradeoffs to weigh when making decisions related to in-house versus contract labor in the Kick-off Meeting. If desired by Region, a facilitated discussion about the best path forward can be held during

Workshops 1 and/or 2.

Staffing Needs

In-house staff will be the most familiar with the specific resources, management opportunities, and issues with the associated property; completing LMPs in-house builds and improves institutional memory. However, existing staff often lack time to take on the workload of completing a full LMP. Hiring temporary or

Limited-Term staff or contracting for an LMP can help with this issue, but there will still be substantial oversight, input, and editing requirements of Region staff.

Contractors can design and conduct studies and write the documents, but

Region staff must actively participate in plan development, including workshops to identify data gaps, management needs, and associated goals and strategies, as well as reviewing contract deliverables, such as draft documents.

A combined approach of in-house and contract labor can meet both needs.

See Section 2: Planning Process for an in-depth description of these tasks.

If the decision is made to contract for writing of the LMP, Region is encouraged to include this instruction manual in the Request for Proposals to ensure clarity in the desired deliverables and consistency with Department standards. The

LMPRA Representative can provide example RFP documents for LMP preparation, if desired.

II. PLANNING PROCESS

The LMP process includes a resource inventory effort and development of the planning document. The overall process flowchart (Figure 1) shows how these components interrelate, moving forward in concert rather than independently or consecutively. Prior to implementation CEQA must also be addressed, although that is not covered in detail in this manual (See Section 4: Next Steps).

This Section describes each step in the process and clarifies responsibilities for completion as well as expected timeframes. While each plan may have unique considerations, the overall process flowchart and subsequent detailed process flow charts (Figures 2 and 3), were developed to be referenced as a schematic of the general approach. Regular engagement with LMPRA staff will provide necessary guidance for individual plan considerations.

Plan Initiation

The decision to initiate the LMP process for a property is made at the Region level. A Region Lead is established by the Region, often it is the Region Lands

Senior Environmental Scientist Supervisor (Senior ES Supervisor) or an

Environmental Scientist (ES). Their first task is to contact the LMPRA Supervisor in the Wildlife Branch who will guide them through the process, starting with an overview of what to expect and ensuring that they have the most current LMP

Instruction Manual and template document (Figure 2). The LMPRA Supervisor will then assign a LMPRA Representative to assist the Region Lead with initial

Planning Team development and to set up a kick-off meeting with the full

Planning Team. As described in Funding the LMP Process above, the Plan

Initiation step may be taken prior to Region securing funding for the completion of the LMP.

During Plan Initiation it is recommended to submit an Office of General Counsel

(OGC) support request. The Region Lead may work with the Region Lands

Environmental Program Manager (EPM) to complete this process. OGC will then direct when and how the assigned attorney will engage with the planning process. This will vary by plan, and is at the discretion of OGC, primarily based on the issues being addressed during the planning process.

Figure 1: LMP Process Overview

An overview of the planning process, from initiation through implementation. Note that while the flow implies a linear step-by-step process, in actuality it is a non-linear, overlapping process.

Figure 2: Initial Stage of LMP Process

The LMP process flow, focusing on the initial steps, from identifying the need for a plan through the kick-off meeting.

Planning Team

The first key to a successful LMP is thoughtfully assembling an interdisciplinary planning team based upon the resources, management opportunities, and issues present within the property. This diverse team is critical for ensuring a comprehensive and relevant plan is developed, whether written in-house or by contractors. What varies based on how the plan is developed is the role of the team members, not the composition of the team.

The Planning Team is built on the foundation of Region staff: Lands EPM, Lands

Senior ES Supervisor, Tribal Coordinator, the Wildlife Officers whose patrol district overlaps with the property, and Unit-specific specialists (Table 1). If the needed specialists are not available from the Region, then the related Branch may be contacted for support, or a contract may be written for services, if desired and funding is available. The need to contract for specialist services will especially hold true for cultural resources surveys since the Department does not currently

(as of FY 23-24) employ archaeologists or historians. If there are formal partnership agreements (e.g.