HomeMy Public PortalAbout20090204 - Agenda Packet - Board of Directors (BOD) - 09-04 i ' IMidpeninsula Regional
Open Space District
Meeting 09-04
SPECIAL MEETING
BOARD OF DIRECTORS
MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
7:00 p.m.
Wednesday,February 4, 2009
330 Distel Circle
Los Altos, California 94022
AGENDA
SPECIAL MEETING
7:00* SPECIAL MEETING OF THE BOARD OF DIRECTORS OF THE MIDPENINSULA REGIONAL OPEN SPACE
DISTRICT
ROLL CALL
** ADOPTION OF AGENDA
7:10* CONSENT CALENDAR
1 Approve Minutes of the Special Board Meeting of January 10, 2009
7:20* BOARD BUSINESS
2 Review of Proposed Midpeninsula Regional Open Space District FY 2009-10 Action Plan—S. Abbors
ADJOURNMENT
Times are estimated and items may appear earlier or later than listed.Agenda is subject to change of order.
** TO ADDRESS THE BOARD: The Chair will invite public comment on agenda items at the time each item is considered by the Board of
Directors. You may address the Board concerning other matters during Oral Communications. Each speaker will ordinarily be
limited to three minutes. Alternately,you may comment to the Board by a written communication,which the Board appreciates.
In compliance with the Americans with Disabilities Act,if you need assistance to participate in this meeting,please contact the
District Clerk at(650)691-1200. Notification 48 hours prior to the meeting will enable the District to make reasonable arrangements
to ensure accessibility to this meeting.
Written materials relating to an item on this Agenda that are considered to be a public record and are distributed to Board members
less than 72 hours prior to the meeting,will be available for public inspection at the District's Administrative Office located at 330
Distel Circle, Los Altos,California 94022.\
CERTIFICATION OF POSTING OF AGENDA
I,Gregory L. Sam,District Clerk for the Midpeninsula Regional Open Space District(MROSD),declare that the foregoing agenda for the
February 4,2009 Special Meeting of the MROSD Board of Directors was posted and available for review on January 30,2009 at the
Administrative Offices of MROSD,330 Distel Circle,Los Altos,California,94022.The agenda is also available on the District's web site
at http://www.oi)enspace.org.
Signed this 30th day of January 2009,at Los Altos,California.
District Clerk Date: 01/30/09
Midpeninsula Regional
' Open Space District
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ACTI ('DINI PLAN FY
2009-2010
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MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
ADMINISTRATION
DEPARTMENT
ACTION PLAN FY 2009-10
i
MidP eninsula Regional Open Space District
FY 2009-10 Action Plan - Administration Department
ADMINISTRATION DEPARTMENT
The Administration Department Action Plan for FY 2009-10 includes the department's basic policy
objective, core functions, ongoing activities, key projects that will require a significant amount of
staff time and/or resources and projects under consideration for future implementation when
sufficient resources are available.
I
i
Administration 2
� Midpen l Regional {�pen ��pace i ic
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F�' ��00��~�U� �m�tion Plan ~ Administration Doartment
Contents
COREFUNCTIONS CHART....................................................................................................................4
KEYPROJECTS CHART.........................................................................................................................5
PROGRAMS.............................................................................................................................................8
BASICF'[}L|CY OBJECTIVE....................................................................................................................8 �
CORE FUNCTIONS -----------------------------------8 �
-------�.. �
| STAFF RESOURCES (Stated in FTE1s— Full Time Equivalents)..............................................................8 �
/ ONGOING ACTIVITIES............................................................................................................................7 �
| KEY PROJECTS 2OD9-2O1O...................................................................................................................1O
/ ��o��ruh �� Ex�|u�t� N�vx |nteor���d/\ccoUnhng Budget —1O
| Integrated ' --" ----=----'�
� Year-end Audit ofFinancial Semioee --------------------------------.11
1�
Office Copiers--------------------^----------_____________..
� District—wide District-wide Policies and Procedures Manuals...................................................................................13 |
Prepare Report onStaff Retention 8^Attraction Survey and Implement Workplace Improvements......14 |
New Staff Orientation Program -----------------------------------..15 �
Performance Evaluation Forms... ...... -------------------------------..10
Replace Phone and Voice Mail -------------------------------.17 �
VideoConfe[encingho FF[) and ��F(] Field Offices.-------------------------.18
Create Virtual Private Network /\4PN\ --------------------------------.1S
District-wide Intranet...........................................................................................................................2u
Puhoinna-to -Gem Property Proonarn-------------------------------..21
Draft Transactional Documents to Accomplish Bay Trail Connection between Ravenswood Open
Space Preserve and [Jon Edwards National Wildlife Arma----------------------.22
Represent District in Pending ChiocchiV. District Litigation.................................................................23
Resolve Encroachment on Kennedy Trail, 8ke[[a Azu| C)8P................................................................24
Represent District |n Pending Anderson v. District litigation ................................................................2h
Ridge Vineyards Property --------------------------------..26
h-'Qrata Risk Management Function into Legal Program...................................................................37
Stevens Creek Nature Study Area Site RemedioUmn —.-----------------------.28
� Skyline Field Office and Administrative []ffioe Improvements..............................................................2S
� Development and Implementation of District's Strategic Plan --------------------.3O
PROJECTS FOR FUTURE |K8PLEKUENT/\T|{}N ----------------------------31 �
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Administration
Midpenid0la Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
CORE FUNCTIONS CHART
ADMINISTRATION DEPARTMENT
1 OVERALL MANAGEMENT "ADMINISTRATIION OF THEE.X.
DISTRICT IN vPR,ORTAF THE ORGANIZATIONn4=jk x r,
�� ° .MISSION AND GOALS���
CORE FUNCTIONS
A. PROVIDE ACCOUNTING AND FINANCIAL MANAGEMENT SERVICES TO DISTRICT DEPARTMENTS
B. PROVIDE DISTRICT CLERK&ADMINISTRATIVE SUPPORT SERVICES TO BOARD/DEPARTMENTSIPUBOC
C. ADMINISTER HUMAN RESOURCES PROGRAM TO EN WORK ENVIRONMENT
ENHANCE QUALITY&EFFECTIVENESS OF
D. PROVIDE INFORMATION TECHNOLOGY SERVICES TO DEPARTMENTS&BOARD OF DIRECTORS
E.' PREPARE&REVIEW DISTRICT LEGAL DOCUMENTS&PROVIDE LEGAL ADVICE TO ACCOMPLISH BOARD&DEPARTMENT OBJECTIVES
F. PROVIDE ADVICE ON'LEGAL REQUIRMENTS APPLICABLE TO DISTRICT OPERATIONS.
G. REPRESENT DISTRICT IN LITIGATION OR ADMINISTRATIVE PROCEEDINGS&SELECT,SUPERVISE&COLLABORATE WITH SPECIALIZED
OUTSIDE COUNSEL AS NEEDED"
H. REPRESENT DISTRICT'S LEGAL INTERESTS IN MATTERS INVOLVING OTHER GOVERNMENT AGENCIES OR OUTSIDE PARTIES
1. PROVIDE RISK MANAGEMENT SERVICES TO PROTECT DISTRICT'S FINANCES&MINIMIZE EXPOSURE TO COSTS OF LOSS&ACCIDENTS
J. PROVIDE STRATEGIC PLAN FOR ACQUISITION AND MANAGEMENT OF DISTRICT'S LAND RESOURCES
ACCOUNTING SERVICES
DISTRICT CLERK
SERVICES
HUMAN RESOURCES
PROGRAM
INFORMATION
TECHNOLOGY PROGRAM
LEGAL AND RISK
MANAGEMENT PROGRAM
STRATEGIC PLANNING
PROGRAM
Administration 4
Midpen'�ula Regional Open Space Xartment
ict
FY 2009-10 1Cction Plan - Administration
KEY PROJECTS CHART
ADMINISTRATION DEPARTMENT
KEY PROJECTS 2009-10
i
DEVELOPMENT AND PROVIDE LEGAL SUPPORTI
IMPLEMENTATION OF DISTRICTS SERVICES TO PURISIMA-TO•THE-
STRATEGIC PLAN SEA PROPERTY PROJECT
S RA E IC PLANNIN DRAFT DOCUMENTS TO ',.
PROGRAM ACCOMPLISH BAY TRAIL '.,....
CONNECTION BETWEEN
RAVENSWOOD OSP S AND DON
EDWARDS NATL WILDLIFE AREA
REPRESENT DISTRICT IN CHIOCCHI
V.DISTRICT LITIGATION
INTEGRATED ACCOUNTING•
REPLACEMENT OF OFFICE REPORT ON 6TAFF RETENTION M REPLACE PHONES VOICE MAIL
RESEARCHIEVALUATE NEW COPIERS SYSTEM
II
BUDGET-FINANCE SOFTWARE ATTRACTION SURVEY 6 RESOLVE ENCROACHMENT O!
PACKAGE IMPLEMENTATION OF WORKPLACE KENNEDYN TRAIL.SIERRA AZUL
IMPROVEMENTS OSP
DEVELOPMENT OF UPDATED/ VIDEO CONFERENCM6 TO FFO
IMPROVED DISTRICT POLICIES S AND SFO FIELD OFFICES
PROCEDURES MANUALS REPRESENT DISTRICT IN PENDING
6ON V.DISTRICT LITIGATION
YEAR-END T OF FINANCIAL
STATEMENTS DEVELOPMENT OF STAFF
ORIENTATION PROGRAM
OI RI ERVI ES IMPROVEMENTS LINFR.ATION
ATE VIRTUAL PRIVATE
NETWORK�N) RIDGE VINEYARDS PROPERTY
G SERVICES EXCHANGE
DEVELOPMENT OF STAFF
ORIENTATION PROGRAM LOP DISTRICT INTRANET
IMPROVEMENTS INTEGRATE RISK MANAGEMENT
FUNCTION INTO LEGAL PROGRAM
HUMAN RESOUR PR RAM TECHNOLOGY
PROGRAM STEVENS CREEK NATURE STUDY
AREA SITE REMEDIATION
SKYLINE FIELD OFFICE M
ADMINISTRATIVE OFFICE
REMODELING
LEGAE&MR M MT PROGRAM
Administration 5
Midpeninoa Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
PROGRAMS:
• Accounting Services
■ District Clerk Services
• Human Resources
■ Information Technology
■ Legal and Risk Management
■ Strategic Planning
BASIC POLICY OBJECTIVE:
The Administration Department provides the overall management and administration of the District
in support of the organization's mission and goals. It serves as a resource to the other
departments in a collaborative effort to achieve the District's goals and objectives. Administration
provides effective legal services and advice to the Board of Directors and Departments to assist
them in achieving their objectives and in implementing District projects, policies, regulations, and
ordinances in accordance with law.
CORE FUNCTIONS:
A. Provide accounting and financial management services to departments
B. Provide District Clerk and administrative support services to Board/Departments/Public
C. Administer Human Resources Program to enhance quality and effectiveness of the work
environment
D. Provide Information technology services to departments and Board of Directors
E. Prepare and review District legal documents and provide legal advice to accomplish Board
and Department objectives
F. Provide advice on legal requirements applicable to District operations
G. Represent District in litigation or administrative proceedings and select, supervise, and
collaborate with specialized outside counsel as needed
H. Represent District's legal interests in matters involving other government agencies or
outside parties
I. Provide risk management services to protect District's finances and minimize exposure to
costs of loss and accidents
J. Provide strategic plan for acquisition and management of District's Land Resources
STAFF RESOURCES: (STATED IN FTE'S - FULL TIME EQUIVALENTS)
FTEs Position Title
1.0 General Manager
1.0 Principal Management Analyst
1.0 General Manager's Administrative Assistant
1.0 Administration and Human Resources Manager
1.0 Senior Accounting Specialist
1.0 Accounting Clerk
1.0 Deputy District Clerk/Office Manager
1.0 Receptionist/Administrative Clerk
1.0 Human Resources Management Analyst
1.0 Human Resources Technician
1.0* Training& Safety Position (upgraded from half to full-time and transferred from Ops to HR)
1.0 Network Specialist
1.0 General Counsel
1.0 Assistant General Counsel
0.5 Administrative Assistant
14.50 Total FTE Staffing
Administration 6
Midpen'Sula Regional Open Space Di ict
FY 2009-10 A"ction Plan - Administration Dartment
ONGOING ACTIVITIES:
These are the ongoing activities of this department to fulfill the department's Core Functions.
Core Function
A Provide internal services to all departments in the areas of: accounts
payables, accounts receivables, payroll processing; prepare various budget
and financial reports for District Controller, assist with budget development
and monitoring; prepare monthly expenditure and revenue reports, prepare
State Controller's report and other financial statements, oversee banking
services such as deposits, transfers and reconciliation of statements, and
prepare tax documents such as W-2's and 1099's.
A Provide financial management and accounting services to all departments
and Controller, invest cash assets and ensure compliance with new and
existing governmental accounting standards and generally accepted
accounting principles.
A Provide multi-year information/scenarios on the District's short and long-term
finances, including bonded indebtedness and cash flow.
A Facilitate and coordinate the year-end audit including procuring required or
needed documents, information and files for the audit.
A Monitor grant funds for land purchase and development projects. Pursue
alternative sources of additional funding for land purchases, resource
management and other projects. Research the need for and financial
impacts of additional borrowing for land purchases and infrastructure needs
on preserves.
A Assist Planning and Real Property Departments in complying with grant
reporting and.tracking requirements.
Core Function Ongoing Activities - District Clerk Services
B Plan, organize and coordinate the preparation and distribution of all agenda
packet materials for regular and special Board meetings in a timely manner
in accordance with the Brown Act including posting on the District website.
B Administer and manage Board elections and appointments for all seven (7)
District wards.
B Receive and respond to Public Records Act requests from the general public
and other organizations pursuant the California Public Records Act.
B Process, maintain and archive District records including Board agenda
packets, Board meeting minutes, resolutions, ordinances, agreements,
contracts and other important District documents.
B Manage the District's main office equipment including office copiers, postage
meter and fax machines.
B Oversee, lead and coordinate the Administrative Assistants Support Team in
completing shared Administrative Office duties including agenda packet
assembly and distribution, back-up coverage of the front lobby receptionist
position and internal mail services.
Administration 17
Midpeninea Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
Core Function Ongoing Activities - Human Resources Program
C Administer and enhance all aspects of the District's human resources program and
activities; continue to provide high quality and responsive services to all staff,
Board members and general public.
C Plan, organize and conduct recruitments for all vacant and new District positions in
all departments in a responsive and timely manner. Ensure the use of"best" hiring
practices. Provide an interactive and comprehensive orientation for all new District
staff members.
C Administer and coordinate the District's benefit plans for all staff and departments.
C Administer and maintain the District's classification and compensation systems for
all staff and departments.
C Provide employee and labor relations services to all departments; maintain positive
and collaborative working relationships with all staff and the District Field
Employees Association.
C Assess, identify and coordinate District-wide training and development programs to
enhance current skill sets and provide training development opportunities for all
staff.
C Administer and coordinate the District's workers' compensation program through
the California Joint Powers Insurance Association (CaIJPIA) and Southern
California Risk Management Association SCRMA .
C Manage the District's health, safety and ergonomic programs to ensure a safe and
healthy work environment for all staff.
C Continue to review, amend and update the District's Personnel Policies and
Procedures as needed or desired.
C Continue to review, update and implement best practices in human resources
function on an ongoing basis.
Core Function Ongoing Activities - Information Technology Program
D Provide high quality and responsive internal information technology services to all
departments, field offices and Board members.
D Provide day-to-day technical support and training to all departments and field
offices in the District's network, computer and other IT systems.
D Monitor, maintain, service and upgrade the District's data, network and computer
systems to increase staff productivity, efficiency and effectiveness.
D Maintain, monitor and service District phone and voice mail system for all
departments and field offices.
D Continue to research and stay updated on the latest in technology, emerging
trends and use of best practices in the IT field that can be applied to District
services, functions, programs and activities.
Administration 18
Midpenipula Regional Open Space Di ict
FY 2009. tion Plan - Administration Di
Core Function Ongoing Activities — Legal & Risk Management Program
E Draft transactional documents for Real Property Department projects,
including acquisitions, easements, leases, licenses, and permits to enter.
E Draft documents for Planning Department to contract for work to construct
new facilities (e.g., trails, staff facilities), repair existing facilities, remediate
sites (e.g., Site 25, Rancho de Guadalupe, Mindego Ranch, Mt. Umunhum)
and restore or remove structures and improvements.
E Draft contracts and provide advice for Public Affairs Department to produce
District publications and to contract with other outside vendors/consultants.
E Assist Real Property and Planning Departments in negotiating or drafting
documents in order to obtain grants
E Assist Operations in drafting prescribed burn permits and other permits to
enter District lands to promote law enforcement and firefighting training
E Draft contracts for Real Property Mgmt Program to maintain or remove
structures
E Work with Operations Department to enforce District land use regulations
by collaborating with District Attorney's Office and judicial officers
E Draft legislation proposed by the District; work with Public Affairs
Department to obtain passage of such legislation.
F Provide advice to Board and staff on legal requirements such as Brown Act ,
Board meeting requirements and procedures, conflicts of interest, Public
Records Act, and public works contracting
F Provide CEQA advice to Planning and Real Property Departments to insure
adequacy of environmental documents.
F Advise Administration Department concerning labor relations and personnel
matters; assist in resolving personnel issues.
F Assist Real Property in administering Guadalupe Land Company.
F Assist Planning Department in TMDL processes which establish water
quality standards District must meet
F Assist Planning Department with Bayside remediation projects related to Site
25 and Moffett Field issues
G Represent the District's interests in litigation or administrative proceedings to
protect the District's resources, real property, or finances (e.g., property
rights disputes, access easement issues, conservation easement violations,
and encroachments).
G,H Assist Real Property Department in resolving encroachment and property
rights issues; represent the Department's legal position in negotiating
mutually acceptable solutions or litigation as necessary
H Provide legal research and advice to Planning and Real Property
Departments in reviewing outside agency projects and regulations
Work with Operations and C-alJPlA to manage risk in response to accidents
and injuries on District lands
Work with Real Property and Planning Departments to obtain insurance
coverage for losses, contamination, or other insured events on District lands
Work with CalJPlA to monitor claims filed against District; represent the
District's interests in obtaining insurance coverage for losses; maximize
insurance payments for incurred losses; monitor quarterly CalJPlA loss
calculations and insurance premiums; assist Departments in insuring
contractors and consultants have appropriate insurance.
Administration 19
Midpenin6a Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
KEY PROJECTS 2009-2010:
Project: Research & Evaluate New Integrated Accounting, Budget and
Finance Software Package
Priority: 1
Program: Accounting Services
Core Function: A
Purpose: Scope and research new integrated accounting, budget and finance
software program.
Project Manager: Greg Sam, Administration and Human Resources Manager
Project Scope and Scope and research the purchase of a new integrated accounting,
Identifiable Contingencies: budget and finance software package for the District to replace
Fundware. Project scope includes:
Phase I
• Create project team and evaluate current use and features of existing
Fundware software program.
• Determine required and desired features in new software package.
Phase II
• Retain consultant as project manager to research and recommend
new software packages.
• Research local government accounting, finance and budget software
programs, potential vendors and cost. Prepare RFP with specs and
solicit/invite bids to vendors.
Phase III
• Review, evaluate and rate proposals.
• Select best proposals and request on-site demos.
• Select top proposal and vendor and recommend purchase of new
software package to Board. Request approval to buy new system.
Phase IV
Install, test, train and implement new system. Transition old system with
new one.
Identifiable contingencies include: availability of resources and staff time
for project and fiscal ability to purchase new software.
Other Resources & Project team requires active members from each department and
Coordination Needed: Controller.
Budget Estimate: FY 2009-10: $12,000 to retain consultant as project manager.
Milestones FY 2009-10 • 1s` and 2"d Quarter- Phase I
With Estimated Dates: • 2"d and 3`d Quarter- Phase II
• 3`d and 4th Quarter- Phase III
• 41h Quarter/FY 2010-2011 - Phase IV
Board/Committee Approve purchase of new software package. Engage ABC for input and
Involvement: support regarding desired and required software features and vendor
selection.
Project Completion Quarter FY 2010-2011
Administration 10
i
Midpen'Sula Regional Open Space 1311bict
FY 2009-10 Mtion Plan - Administration DeTartment
Project: Year-end Audit of Financial Services
Priority: 1
Program: Accounting Services
Core Function: A
Purpose: Provide an independent review and evaluation of the District's
financial statements resulting in the publication of a report
stating professional opinion regarding whether or not the
District's financial statements are relevant, accurate, complete
and fairly presented.
Project Manager: Bunny Congdon, Senior Accounting Specialist
Project Scope and Project scope includes:
Identifiable Contingencies: 1. Controller to obtain engagement letter from auditor.
2. Through-out the year compile, organize and collect
relevant District documents needed by auditor. .
3. Coordinate logistics of site visits by auditor staff and
develop audit schedule. Respond to questions and
requests for information or records by the firm during on-
site visit.
4. Review preliminary draft report of year-end audit.
5. Follow-up on any issues of concern, clarification or
interest.
6. Receive final report and management letter. Distribute to
appropriate staff, Board members and interested parties
7. Follow-up on recommendations in report and
management letter as necessary.
Other Resources & Staff time to provide records, files, documents, information, etc
Coordination Needed: requested by auditor. Controller to prepare annual District
Management, Discussion and Analysis Report for audit. Half-
day of Network Specialist time to review IT security measures
and safeguards with auditor. Staff time from Real Property to
clarify and provide land acquisition details to auditor. Staff time
from General Manager, Controller and Administration & Human
Resources Manager to review and edit draft audit report.
Budget Estimate: FY 2009-10:
$23,775 per contract (year 2 of 3). A significant number of
Senior Accounting Specialist staff hours.
Milestones FY 2009-10 & 1" Quarter— Start audit
With Estimated Dates: 0 2 nd Quarter— Finish audit
Board/Committee Receive audit results and management letter. Provide
Involvement: comments and questions. Direct staff to implement
recommendations of the audit as appropriate or necessary.
Project Completion Quarter First quarter of FY 2009-2010 (audit of FY 2008-2009)
Administration 11
Midpeniriela Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
Project: Office Copiers
Priority: I
Program: District Clerk
Core Function: B
Purpose: Replace aging leased copiers at the Administrative Office and
both field offices with newer, higher capacity machines at a
lower cost.
Project Manager: Deputy District Clerk/Office Manager
Project Scope and Project scope includes:
Identifiable Contingencies:
Phase
• Create project team (Administrative Assistant Team).
• Review current Ricoh-Lanier copier contracts.
• Evaluate existing copier features, options, capacity,
strengths, weaknesses and deficiencies.
Phase II
* Research and identify copier needs, features, options
and lease costs.
0 Prepare RFP and solicit bids from interested vendors.
Phase III
• Review, evaluate and rate proposals.
• Narrow down vendor pool to top proposals and request
on-site demos or field tours.
• Select top proposal and vendor. Recommend selection
of vendor to Board. Request approval for new machines.
• Install, test and train staff on new machines.
Identifiable contingencies: available resources and staff time for
project.
Other Resources & Project team member needed from each department.
Coordination Needed:
Budget Estimate: FY 2009-10:
$22K estimated annual cost + staff time.
Milestones FY 2009-10 0 1s` or 2nd Quarter— Phase I
With Estimated Dates: 0 2 d or 3rd Quarter—Phase I I and I I[.
Board/Committee Approve lowest responsible bid for leasing of new office copiers
Involvement: and approve ongoing maintenance costs in proposed FY 2009-
2010 budget and future fiscal years for term of lease.
Project Completion Quarter Second or third quarter of FY 2009-2010
Administration 112
Midpen' ula Regional Open Space D' ict
FY 2009. tion Plan - Administration DaVartment
Project: District-wide Policies and Procedures Manuals
Priority: 1
Program: District Clerk
Core Function: B
Purpose: Develop, organize and update District-wide Policy and
Procedures Manuals for all departments, field offices and Board
members.
Project Manager: Deputy District Clerk/Office Manager
Project Scope and Project scope includes:
Identifiable Contingencies: Phase I
• Create project team (Administrative Assistant Team).
• Locate all areas where District-wide policies and
procedures manuals are stored.
• Identify latest version of all District-wide and Board
policies, procedures, rules and regulations.
• Review materials in existing manuals and determine
what policies, procedures, rules and regulations are
current, missing or require updating.
Phase ll
• Create master copy of District Policies and Procedures
manuals for each department, field offices and Board
members.
• Purchase binders, tab and other office supplies for
manuals.
• Make copies of all current District-wide administrative
policies, procedures, rules and regulations for manuals.
• Assemble and distribute master District-wide Policy and
Procedures binders/manuals for each department, field
offices and Board members.
• Store all District-wide policies, procedures, rules and
regulations on network shared drive in an easy to find
location for access by all departments and staff.
Identifiable contingencies: available resources, staff time for
project.
Other Resources & Project team member needed from each department.
Coordination Needed:
Budget Estimate: FY 2009-10 $500 for office supplies + staff time.
Milestones FY 2009-10 . 1 st and 2"d Quarter— Phase I
With Estimated Dates: • 2nd and 3rd Quarter— Phase I I
Board/Committee None
Involvement:
Project Completion Quarter 3Q FY2009-10
Administration 13
Midpenir la Regional Open Space Dis :t
FY 2009-10 Action Plan - Administration Department
Project: Staff Retention & Attraction Survey— Implement
Workplace Improvements
Priority: 1
Program: Human Resources
Core Function: C
Purpose: Evaluate and analyze responses and comments from retention
and attraction surrey. Identify, discuss, scope and recommend
workplace improvements as a result of survey. Implement work
place improvements as directed by the Board and General
Manager.
Project Manager: Administration & Human Resources Manager and Human
Resources Management Analyst (co-project managers)
Project Scope and Project scope includes:
Identifiable Contingencies:
Phase
• Evaluate and analyze responses and comments from
survey.
• Management Team and staff to identify, discuss, scope and
recommend potential workplace improvements to Board.
Phase II
• Allocate resources (staff time and funding) for workplace
improvements.
• Implement improvements as approved and directed by the
Board and General Manager.
Identifiable contingencies include: available staff time and
funding for project.
Other Resources& Staff time, coordination and assistance as needed from all
Coordination Needed: departments and T3 Committee to implement improvements.
Budget Estimate: FY 2009-10:
Budget estimate is unknown at this time. Staff time and funding
to be determined by the improvements.
Milestones FY 2009-10 • 15t or 2"d Quarter— Phase I
With Estimated Dates: 0 Remainder of FY 2009-10 (and possibly beyond) — Phase II
Board/Committee Review, discuss and approve workplace improvements. Direct
Involvement: staff to implement improvements. Allocate staff time and funding
for project.
Project Completion Quarter FY 2009-10
Administration 114
Midpenpula Regional Open Space D' ict
FY 2009-10�Cction Plan - Administration Dartment
Project: New Staff Orientation Program
Priority: 2
Program: Human Resources
Core Function: C
Purpose: Enhance and streamline new staff orientation program and
provide greater overview of District services, programs, and
department operations.
Project Manager: Human Resources Analyst
scope
Project Scope and Project a includes:
p P
Identifiable Contingencies:
Phase I
• Review of required District, state and federal related
information and forms.
• Update employment forms and materials given to new staff
during orientation.
• Seek input, suggestions and ideas from departments to
improve/enhance existing new staff orientation program.
Phase II
• Follow-up on suggestions and ideas from departments to
incorporate into orientation program as appropriate and
feasible.
• Create DVD presentation for District overview.
• Upon development and implementation of District-wide
Intranet, create HR data components including online
employment and benefit forms for easy access by all staff
including field personnel.
Identifiable contingencies: available staff time for project.
Other Resources & Need input, ideas and suggestions from all departments to
Coordination Needed: improve and enhance the existing staff orientation program.
Budget Estimate: FY 2009-10
$2,000 for miscellaneous costs including creation of DVD
presentation, use technology and office supplies + staff time.
Milestones FY 2009-10 . 15' Quarter— Phase I
With Estimated Dates: 2"d and 3`d Quarter— Phase II
I
Board/Committee None
Involvement:
i
Project Completion Quarter 2Q FY 2009-10
Administration 15
�I
i
Midpenir la Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
Project: Performance Evaluation Forms
Priority: 3
Program: Human Resources
Core Function: C
Purpose: Provide a better evaluation tool for supervisors and managers to
give feedback, coaching and guidance to staff regarding work
performance.
Project Manager: Human Resources Analyst
Project Scope and Project scope includes:
Identifiable Contingencies:
Phase l
• Management Team to review updated performance
evaluation forms created in 2007-2008.
• HR to make revisions to performance evaluation forms and
meet and confer with District Field Employee's Association.
• Make final revisions to new forms.
Phase II
• HR to provide training to supervisors and managers on use
of new forms and performance appraisal principles, methods
and techniques.
• Implement new performance evaluation forms.
Identifiable contingencies: available staff time for project and
funding to outsource performance appraisal training if needed.
Other Resources & Need to review and discuss new evaluations forms with
Coordination Needed: Management Team, departments and Field Employee's
Association regarding design, implementation and training on
new forms.
Budget Estimate: FY 2009-10
outsourcing of
r 'ect except staff time andpotential
No cost for o
p 9
i project
performance evaluation training for supervisors and managers.
Milestones FY 2009-10 • 1 sc Quarter— Phase I
With Estimated Dates: . 2"d and Td Quarter— Phase II
Board/Committee None
Involvement:
Project Completion Quarter 3Q FY 2009-10
Administration ( 16
i
Midpen' ula Regional Open Space Di ict
FY 2009-101[tion Plan - Administration Dartment
Project: Replace Phone and Voice Mail System
Priority: 1
Program: Information Technology
Core Function: D
Purpose: To replace antiquated phone and voice mail system; provide
higher quality voice communications experience for District staff
and general public; provide system with higher capacity and
ability to expand without need for large capital expenditures.
Project Manager: Benny Hsieh, Network Specialist
Project Scope and Phase I
Identifiable Contingencies: • Audit phone service records to determine District service
needs
• Set-up a mini-lab for testing and conducting a demonstration
of phone systems
• Select either an in-house or third-party vendor solution.
Phase II
• Go over audit of District phone service bills and records and
adjust services as necessary or desired. Terminate and/or
implement new services as required or desired. Seek
competitive bids for phone service.
• Seek competitive bids for phone service and purchase
necessary hardware/software for phone system and
network. Reuse existing telephone wire infrastructure in the
building.
• Start installation of new phone system and conduct testing.
Phase III
• Provide training on phone system & recycle/sell or sell old
system
Identifiable contingencies: Staff needs to use current phone
system until new system is operational and major bugs have
been worked out. Available staff time and funding for project.
Other Resources & New phone/voice mail system requires testing of all users in
Coordination Needed: each department. Also requires coordination and collaboration
with both Operations field offices.
Budget Estimate: FY 2009-10:
$25K for Administrative Office
$1OK for both field offices
$35K Total Estimated Cost + staff time
Monthly recurring cost: TBD. Will either be similar to current
costs, or less after the phone service audit.
Milestones FY 2009-10 . 2"d Quarter— Phase I and 11
With Estimated Dates: • 3Td Quarter —Phase III
Board/Committee Approve purchase of new phone and voice mail system.
Involvement:
Project Completion Quarter 3Q FY 2009-10
Administration 17
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Midpenh la Regional Open Space Disect
i
FY 2009-10 Action Plan - Administration Department
I
Project: Video Conferencing to FFO and SFO Field Offices j
Priority: 1 '
Program: Information Technology
Core Function: D
Purpose: To provide videoconferencing capability between the main
Administrative Office and two field offices allowing all three sites
to interact simultaneously g Y through two-way video and audio
communication.
Project Manager: Benny Hsieh, Network Specialist
Project Scope and Phase I
Identifiable Contingencies: • Research multiple conference systems for features and
general pricing.
• Find out what additional requirements the District must
provide if needed.
• Solicit and invite vendors/contractors to bid on project (if
over $25K).
Phase II
• Chose vendor and/or contractor
• Install and implement system.
• Test system between all three offices.
Identifiable contingencies: field offices may not have the
required bandwidth to support a high definition audio/video
stream (Part of Phase 1). Funding not available for project.
Available staff time and funding for project.
Other Resources & Need a representative from each field office to assist Network
Coordination Needed: Specialist as needed (i.e. Maintenance Supervisor). Point of
contact should have knowledge of audio/visual systems and
basic computer systems.
Budget Estimate: FY 2009-10:
$40K for a mid-range high definition interactive system + staff
time, or
$30K for a standard definition interactive system.
Annual recurring cost: Approximately $5K per year depending
on level of maintenance contract for high-end system.
Milestones FY 2009-10 . 2"d Quarter— Phase I
With Estimated Dates: • 3`d Quarter- Phase II
• 4th Quarter— Phase II I
Board/Committee Approve purchase of video conferencing system and District
Involvement: funding in proposed FY 2009-2010 budget.
Project Completion Quarter 4Q FY 2009-10
Administration 18
MidpeningLula Regional Open Space Di ict
FY 2009. Xtion Plan - Administration D*rtment
Project: Create Virtual Private Network (VPN)
Priority:
Program: Information Technology
Core Function: D
Purpose: Provide the ability for staff to access the District's network and
computer system off-site to enhance work schedule flexibility
and increase staff efficiency and productivity.
Project Manager: Benny Hsieh, Network Specialist
Project Scope and Project scope includes:
Identifiable Contingencies:
Phase
0 Test VPN usage and evaluate user experience.
0 Increase current internet bandwidth if required.
0 Draft District-wide VPN policy.
Phase 11
• Review and approve VPN policy.
• Set-up District equipment/hardware for VPN access.
• Document and train District staff on how to use the system.
Show staff what to expect and what not to expect.
Identifiable contingencies include: available staff time and
funding for equipment/hardware for project.
Other Resources & Management team review, discussion and approval of VPN
Coordination Needed: policy. Coordination with all departments on training for VPN
and VPN policy. Will require departments to purchase user
equipment (i.e. laptops) for off-site access.
Budget Estimate: No cost for service.
Milestones FY 2009-10 1 st Quarter— Phase I and II
With Estimated Dates:
Board/Committee None
Involvement:
Project Completion Quarter 1 Q FY 2009-10
Administration 19
Midpeninea Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
Project: District-wide Intranet
Priority: 2
Program: Information Technology
Core Function: D
Purpose: Develop a computer network system that uses internet
technologies to securely share District, department and field
office information with all staff from centralized location. The
intranet will serve as an internal organizational website as part
of the District's network and computer infrastructure. It will
enhance internal communication and collaboration between
departments, field offices and staff.
Project Manager: Benny Hsieh, Network Specialist
Project Scope and Phase
Identifiable Contingencies: • Set-up test lab and demo various services.
• Assign a group of users to test and provide feedback of
service.
Phase II
• Finalize choice and install intranet service(s) on a production
environment.
• Create a team of users from each department to start
populating the intranet with data.
Phase III
• General roll-out of intranet to all employees.
Identifiable contingencies: available staff time for project.
Other Resources & Assistance will be required from each department to design and
Coordination Needed: input intranet content for their department.
Budget Estimate: No cost for service, except staff time.
Milestones FY 2009-10 . 1Stand 2"d Quarter— Phase I
With Estimated Dates: . 3rd Quarter- Phase II
• 4tn Quarter— Phase III
Board/Committee None
Involvement:
Project Completion Quarter 4Q FY 2009-10
Administration 120
Midpeni ula Regional Open Space Di oct
FY 2009-10 tion Plan - Administration Dartment
Project: Purisima-to-the-Sea Property Program
Priority: 1
Program: Legal Services
Core Function: E - Draft District legal documents
Purpose: Draft transactional documents to enable purchase of properties
Project Manager: Susan Schectman, General Counsel
Project Scope and Draft transactional and CEQA documents to enable purchase of
Identifiable Contingencies: four properties.
Assist in grant-related legal issues
Identifiable Contingency: Availability of grants
Other Resources & Real Property Department to provide business terms and
Coordination Needed: pertinent documentation; coordinate with Legal Program at
project meetings
Budget Estimate: FY 2009-10: See Real Property Department Key Project
Milestones FY 2009-10 Close of Escrow on Property Two in 2 nd Quarter
With Estimated Dates: Close of Escrow on Property Three in 4tn Quarter
Board/Committee Real Property Committee
Involvement:
Project Completion Quarter Completion of all purchases FY 2010-11
Administration 21
Midpenh la Regional Open Space Dis`ct
FY 2009-10 Action Plan - Administration Department
Project: Draft Transactional Documents to Accomplish Bay
Trail Connection between Ravenswood Open Space
Preserve and Don Edwards National Wildlife Area
Priority: 2
Program: Legal Services
Core Function: E- Draft District legal documents
Purpose: Establish Bay Trail Connection by easement exchange with
SFPUC
Project Manager: Duncan Simmons, Assistant General Counsel
Project Scope and Draft transactional documents necessary to develop letter of
Identifiable Contingencies: intent and easement exchange between District and SFPUC;
District to grant underground waterline easement under
Ravenswood OSP; SFPUC to grant District public trail
easement.
Contingency dependent on SFPUC priority for project and
progress on mutually acceptable terms
Other Resources & Real Property Department to provide business terms and
Coordination Needed: pertinent documentation; attend project meetings
Budget Estimate: FY 2009-10: See Real Property Department Key Project
Milestones FY 2009-10 Contingent on SFPUC priority for project and progress on
With Estimated Dates: mutually acceptable terms of a letter of intent and
transactional documents
Board/Committee Real Property Committee
Involvement:
Project Completion Quarter Letter of Intent, FY 2009-10; Transaction in 2010-11
Administration 22
Midper Ala Regional Open Space Dilhict
FY 2009-10 _ -don Plan - Administration DelFartment
Project: Represent District in Pending Chiocchi v. District
Litigation
Priority: 1
Program: Legal Services
Core Function: G- Represent District in litigation
Purpose: Defend District's legal position
I
Project Manager: Susan Schectman, General Counsel
Project Scope and Partner with counsel for Sisters of Presentation and outside
Identifiable Contingencies: counsel to defend litigation; evaluate potential resolutions
Other Resources & Coordinate with Planning to maintain consistency with Bear
Coordination Needed: Creek Master Plan objectives; Coordinate with Real Property to
assess land protection aspects of litigation
Budget Estimate: Contingent upon parties' positions in litigation
Milestones FY 2009-10 1st Quarter: Continue discovery/trial preparation
With Estimated Dates: 3`d Quarter: Trial preparation, pretrial motions, and trial
Board/Committee Board approval required
Involvement:
Project Completion Quarter FY 2009-10
Administration 23
Midpenit la Regional Open Space Diwt
FY 2009-10 Action Plan - Administration Department
Project: Resolve Encroachment on Kennedy Trail, Sierra Azul
OSP
Priority: 1
Program: Legal Services
Core Function: G- Represent the District in litigation
H- Represent District interests with outside parties
Purpose: Remove fence obstructing access; resolve drainage issues;
pursue litigation as necessary.
Project Manager: Duncan Simmons, Assistant General Counsel
Project Scope and Provide legal advice and document preparation to accomplish
Identifiable Contingencies: satisfactory resolution of encroachment and drainage issues;
contingency dependent on successful negotiation.
Other Resources & Real Property Department Land Protection Program to seek
Coordination Needed: negotiated solution in consultation with Legal; Real Property
and Operations Department support needed in litigation if
solution not successful.
Budget Estimate: FY 2009-10: See Real Property Department Key Project.
Milestones FY 2009-10 15t Quarter: Negotiate appropriate resolution
With Estimated Dates: 2nd Quarter: Either implement Real Property's resolution or
determine whether litigation is required to achieve resolution.
Board/Committee Board approval of either negotiated resolution or litigation.
Involvement:
Project Completion Quarter 2Q FY 2010-11 for negotiated resolution
Administration 24
Midpen' ula Regional Open Space Di ict
FY 2009. tion Plan - Administration D artment
Project: Represent District in Pending Anderson v. District
litigation
Priority: 1
Program: Legal Services
Core Function: G - Represent District in litigation
Purpose: Defend District's legal interests.
Project Manager: Duncan Simmons, Assistant General Counsel
Project Scope and Partner with outside counsel to defend litigation; evaluate
Identifiable Contingencies: potential resolution; contingencies dependent on plaintiffs'
posture in litigation
Other Resources & Operations and Real Property Departments to jointly assess
Coordination Needed: potential of negotiated solution or to provide Legal Program
assistance in litigation
Budget Estimate: FY 2009-10: See Real Property Department Key Project
Milestones FY 2009-10 1 S Quarter: Document discovery and depositions
With Estimated Dates: 2"d Quarter: Trial preparation or negotiated resolution
3rd Quarter: Trial
Board/Committee Board approval in event of negotiated resolution.
Involvement:
Project Completion Quarter 4Q FY 2009-10
Administration 25
Midpenir la Regional Open Space Dist
FY 2009-10 Action Plan - Administration Department
Project: Ridge Vineyards Property Exchange
Priority:
Program: Legal Services
Core Function: E - Draft District Legal Documents
H — Represent District interests with outside parties
Purpose: Resolve encroachment, protect natural resources and
compatible agricultural uses.
Project Manager: Susan Schectman, General Counsel
Project Scope and Draft transactional documents to accomplish fee and easement
Identifiable Contingencies: exchange and review environmental document.
Other Resources & Real Property Department to provide business terms and
Coordination Needed: pertinent documents to negotiate, draft, and finalize project
documents; coordinate with Legal Program at project meetings.
Budget Estimate: FY 2009-10: See Real Property Department Key Project
Milestones FY 2009-10 2 51 Quarter: Finalize fee acquisition
With Estimated Dates: 4th Quarter: Finalize easement transaction
Board/Committee Real Property Committee
Involvement: Board of Directors to approve transactions
Project Completion Quarter 4Q FY 2009-10
Administration ( 26
Midpen�ula Regional Open Space Di ict
FY 2009. 1�ction Plan - Administration OLTartment
Project: Integrate Risk Management Function into Legal
Program
Priority: 1
Program: Legal Services
Core Function: I - Risk Management
Purpose:` Establish effective risk management tools and procedures to
control loss exposure.
Project Manager: Susan Schectman, General Counsel
Project Scope and Establish internal District procedures for this function transfer;
Identifiable Contingencies: develop database of insurance status of contractors and
consultants; support project managers in obtaining necessary
insurance; improve efficiencies in contracting processes in
conjunction with sound risk management practices.
Other Resources & Coordinate with all Departments to develop effective
Coordination Needed: procedures.
Budget Estimate: FY 2009-10: Staff time of all personnel in Legal Program
Milestones FY 2009-10 2" Quarter: implement database
With Estimated Dates: 4th Quarter: implement contracting resources
Board/Committee Board approval required in the event of any Board policy
Involvement: component
Project Completion Quarter 4Q 2009-10
Administration 27
Midpenh la Regional Open Space Di:
FY 2009-10 Action Plan - Administration Department
Project: Stevens Creek Nature Study Area Site Remediation
Priority: 1
Program: Legal Services
Core Function: H- Represent District interests with outside parties
Purpose: Further District interests in achieving appropriate level of site
restoration and remediation
Project Manager: Duncan Simmons, Assistant General Counsel
Project Scope and Represent District interests with EPA, RWQCB, Navy and
Identifiable Contingencies: NASA ; attend public meetings as needed; provide written
District position and comment documents
Other.Resources & Planning to coordinate with Legal Program to provide input and
Coordination Needed: develop District desired outcomes
Budget Estimate: FY 2009-10: staff time
Milestones FY 2009-10 Adequately address upland sources of contamination (NASA,
With Estimated Dates: Navy); resample site (Navy); design remedial plan and carry out
(Navy); begin restoration of site (Navy)
Board/Committee None anticipated in FY 2009-10
Involvement:
Project Completion Quarter Dependent on NASA and Navy schedule for completion of
milestones
Administration 128
Midpen' ula Regional Open Space Di ict
FY 2009. tion Plan - Administration D artment
Project: Skyline Field Office and Administrative Office
Improvements
Priority: 1
Program: Legal Services
Core Function: E, F, I
Purpose: Support for key Planning construction projects
p pp Y 9 P 1
Project Manager: Duncan Simmons, Assistant General Counsel
Project Scope and Assist Planning in preparation of bid and contract
Identifiable Contingencies: documentation for projects; advise Planning during contract
implementation and construction.
i
i
I
Other Resources & Planning to coordinate with Legal Program on preparation of bid
Coordination Needed: and contract documents and contract implementation and
construction phases of projects.
Budget Estimate: See Planning Department
I
Milestones FY 2009-10 See Planning Department schedule
With Estimated Dates:
i
i
Board/Committee Board authorization to award contracts
Involvement:
Project Completion Quarter See Planning Department schedule
Administration 29
Midpeniriola Regional Open Space Dis A
FY 2009-10 Action Plan - Administration Department
Project: Development and Implementation of District's
Strategic Plan
Priority: 1
Program: Strategic Planning
Core Function: J
Purpose: To develop and implement a strategic planning process for the
District that will enable the District to provide high quality and
realistic planning and management of the District's present and
future land resources.
Project Manager: Arleen Speidel
Project Scope and Development of strategic plan will encompass: 1) Design of the
Identifiable Contingencies: planning process, 2) Development of plan structure and content,
3) Development of system for measuring results against
planned objectives and 4) System for review and update of
Ian.
Other Resources & The development, monitoring, updating and evaluation of the
Coordination Needed: strategic plan will incorporate contributions of the public, Board,
Committees, and staff of the District's departments. Staff time
and resources needed will be determined during the Strategic
Plan team meetings. All departments will participate in the
process.
Budget Estimate: FY 2009-10 Possible cost for facilitator.
Milestones FY 2009-10 ■ Establish Strategic Plan Team (March, 2009)
With Estimated Dates: ■ Team will design structure and content of plan using best
practice research, public and private sector models and
expertise/experience of Strategic Plan Team members
(April —June, 2009)
• Team will determine the process to: (1) Identify District
vision, mission, goals, strategies and initiatives, (2)
Establish a priority-setting system and criteria for
prioritization of initiatives and (3) Establish a performance
measurement system to evaluate plan results (July—
August, 2009)
■ Staff implements strategic plan process and develops plan
involving stakeholders, Board and staff(September— May,
2010)
■ Strategic Plan completed and distributed (July, 2010)
Board/Committee Board and Committees will be involved in the various phases of
Involvement: the development of the strategic plan.
Project Completion Quarter 2Q 2010
i
Administration ( 30
Midpen' ula Regional Open Space Di ict
FY 2009. otion Plan - Administration D artment
PROJECTS FOR FUTURE IMPLEMENTATION:
These are needed projects not yet scheduled for implementation.
Core Potential Future Projects - Accounting Services
Function
A Establish sinking/replace fund account for fixed assets (i.e. vehicles and
properties and structure maintenance).
A Create grant tracking system.
A Schedule Accounting records management retention and destruction time.
A Create database of all District land purchases for fixed asset schedule.
A Establish Inventory system for District Books, merchandise and assets.
i
Core Potential Future Projects - District Clerk Services
Function
B Improve Records Management, Destruction & Retention Program
B November 2009 Election (Wards 1, 2, 5 and 6 —three counties
B Update Office Manager Procedures and Reference Manual
B Develop District Clerk's Office Procedures and Reference Manual
Core Potential Future Projects Human Resources Program
Function
C Staff Compensation Survey
C Create HR Web a e on District Website
C Purchase Human Resources Information System HRIS Software Program
C Update District Employer/Employee Resolution EER
i
Core Potential Future Projects - Information Technology Program
Function
D Install Wireless Internet Access at the Annex
D Purchase Board Meeting E-Notebooks or
La to s for Directors and Staff
Core Potential Future Projects - Legal Program
Function
E Comprehensively Revise District Use and Management Planning Process
E Revise District Public Notification Policy
E Comprehensively Update District's Rules of Procedure
E Draft District Permit to Enter Fee Schedule and Encroachment Cost Recovery
Policy
E Work with Real Property Department to draft Encroachment Procedures Manual
H Coordinate with Real Property and San Mateo County on County's development
of new Williamson Act ordinance to promote compatibility of agricultural and
recreational uses and streamline process of contract nonrenewal.
Administration 131
MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
OPERATIONS
DEPARTMENT
ACTION PLAN FY 2009-10
Midpeninsula Regional Open Space District
2009-10 Action Plan - Operations Department
OPERATIONS DEPARTMENT
The Operations Department Action Plan for FY 2009-10 includes the department's basic policy
objective, core functions, ongoing activities, key projects that will require a significant amount of
staff time and/or resources and projects under consideration for future implementation when
sufficient resources are available.
Operations) 2
� Midpenlepla 0
� 2009-10 Action Plan - Operations Department
Contents
COREFUNCTIONS CHART .......................................................................................................... 4
KEY PROJECTS CHART...............................................................................................................
b
PRCXGRANXS-------------------------------------------.. 6
BASICPOLICY OBJECTIVE.......................................................................................................... 8
CORE FUNCT|OMS ---------------------------------------' d
STAFF RESOURCES (Full Time Equivalents) FTEe ...................................................................... G
ONGOINGACTIVITIES.................................................................................................................. 7
� KEY PROJECTS 2DOS-1O .............................................................................................................. 8
� Piochetti Ranch O8P StreamRestoration/Grading Improvements.............................................. 9
ParkerRanch Trail Re-Route.................................................................................................... 1O
Citations and Warnings Database Upgrade .............................................................................. 11
Radio Improvement Project----------------------------- 12
Thomewood: [onstruct Ford across Dennis Martin Creek atThomewoodOSP & Restore the
Natural Stream Channel bv Removing Old Roadbed ................................................................ 13
PrescribedBurns ...................................................................................................................... 14
Sudden Oak Death Monitoring and Research........................................................................... 15
Control ofSlender False Bnonle on Preserves and Nearby Properties------------.. j6
Skyline Ridge Tree Farm Restoration ....................................................................................... 17
Conservation Grazing Program................................................................................................. 18
Los Trmnoua Trail and Drainage Improvements......................................................................... 1S
Monte Bello [)SP Trail Re-Alignments ----------------------------' 2O
PROJECTS FOR FUTURE IMPLEMENTATION .......................................................................... 21 �
�
Operationsl
�
] �
�� �
Midpenin: a Regional Open Space strict
2009-10 Action Plan - Operations Department
CORE FUNCTIONS CHART
`OPERATIONS DEPARTMENT
I
CORE FUNCTIONS
A. ,PROVIDE FOR PUBLIC PROTECTION SAFETY AND ACCESS
B. CONSTRUCT,MAINTAIN AND REPAIR DISTRICT TRAILS AND STRUCTURES
C. PROVIDE FIELD RESOURCE MANAGEMENT SERVICES
D. PROTECT NATURAL RESOURCES';
E. RESTORE NATURAL RESOURCES
FIELD OPERATIONS
RESOURCE
MANAGEMENT
Operations) 4
Midpenirola Regional Open Spacegistrict
2009-10 Action Plan - Operations Department
KEY PROJECTS CHART
OPERATIONS DEPARTMENT'
KEY PROJECTS 2009-10
PICCHETTI RANCH OSP SUDDEN OAK DEATH
STREAM RESTORATION/ MONITORING&RESEARCH
GRADING IMPROVEMENTS
CONTROL OF SLENDER
PARKER RANCH TRAIL FALSE BROME ON
REROUTE PRESERVES&NEARBY
PROPERTIES
CITATIONS&WARNINGS SKYLINE RIDGE TREE
DATABASE UPGRADE FARM RESTORATION
TWO-WAY RADIO CONSERVATION GRAZING
IMPROVEMENT PROJECT PROGRAM
THORNEWOOD:
CONSTRUCT FORD RESOURCE MANAGEMENT PROGRAM
ACROSS DENNIS MARTIN
CREEK AT THORNEWOOD
OSP. RESTORE NATURAL
STREAM CHANNEL
PRESCRIBED BURNS
LOS TRANCOS TRAIL&
DRAINAGE
IMPROVEMENTS
TRAIL RE-ALIGNMENTS
FIELD OPERATIONS PROGRAM
Operations{ 5
Midpenin: a Regional Open Space strict
2009-10 Action Plan - Operations Department
PROGRAMS:
■ Field Operations
• Resource Management
BASIC POLICY OBJECTIVE:
The District follows management policies that ensure proper care and stewardship of the land, that
provide public access appropriate to the nature of the land, and that are consistent with ecological
values and public safety.
CORE FUNCTIONS:
A. Provide for public protection, safety and access
B. Construct, maintain, and repair District trails and structures
C. Provide field resource management services
D. Protect natural resources
E. Restore natural resources
STAFF RESOURCES (FULL TIME EQUIVALENTS) FTES:
FTEs Position Title
1 Operations Manager
2 Area Superintendents
1 Support Services Supervisor
1 Management Analyst
1 Senior Resource Management Specialist
1.7 Resource Specialist 1
4 Su ervis ng Rangers
2 Maintenance/Construction Supervisors
2 Maintenance/Resource Supervisors
1 Administrative Assistant
1 Field Office Administrative Assistants '/Z Time (2)
18 Rangers
4 Equipment Mechanic-Operators
4 Lead Open Space Technicians
11 Open Space Technicians
1 Farm Maintenance Worker
.5 Training Coordinator 1/2 Time
4 Seasonal Open Space Technician hours 8,500 hours
1.7 Seasonal OST hours for resource management 3,500 hours
1 Natural Resources Intern 2,000 hours)
1 Seasonal Ranger program 2,000 hours
Operations) 6
I
I
Midpenir&la Regional Open Space6istrict
2009-10 Action Plan - Operations Department
ONGOING ACTIVITIES:
These are the ongoing responsibilities of this department to fulfill the Department's Core Functions:
Core Function Ongoing Activities - Field Operations Program
A,D Monitor public use and land use regulation compliance. Assist in education
of visiting public on proper use of District preserves.
Enforce District land use regulations by providing active ranger patrol and
A,D after-hours call-out response.
A Respond to accidents and other emergencies on District lands.
A,E Respond to fires on District lands and adjacent lands when District property
is threatened or where specified by written agreements.
A,B Identify and mitigate potential hazards to enhance public safety.
A,D Monitor special events, use permits, and resource protection impacts on
District lands.
I Conduct focused ranger patrol to address undesignated trail construction
A,D and use at Sierra Azul and El Corte de Madera Creek Open Space
Preserves.
Work with fire agencies to host prescribed burns on District lands for training
A, D purposes for District staff and other local fire agencies, and for natural
resource enhancement.
A Comply with OSHA and other mandates, and providing necessary safety
j e ui ment and training.
A Provide safety training for sworn and non-sworn staff
A Coordinate occupational health and safety program for field operations.
A Continue liaison efforts with police, fire, municipal court, and other public
jurisdictions.
Work with database consultant to improve the reporting abilities of the
A current data analysis and reporting capabilities of the Citations and
Incidents, and Training, databases.
A Work with IT staff to provide field offices to improve electronic information
availability between the field and administrative offices.
A Incorporate newly purchase properties into regular patrol and maintenance
schedules.
A Clarify and memorialize District field procedures by creating and updating
written operating manuals
A Work with court jurisdictions and District Attorneys' offices to prosecute
District cases.
B Repair and maintain structures involved in the District's employee housing
program.
B Maintain buildings, vehicles, and equipment to maximize utility and longevity.
B D Assist Planning Department in development of Site Plan for Skyline Field
Office.
B Work with the Planning Department on a joint committee to develop
Maintenance Standards Guidelines.
C Provide clean, well maintained, public facilities {trails, restrooms, parking
lots, etc.) for safe use by District visitors.
C,D Provide supervision and assistance to volunteer projects.
Operations) 7
i
Midpenin, a Regional Open Space strict
2009-10 Action Plan - Operations Department
i
Core Function Ongoing Activities - Field Operations Program
A,D Assist Land Protection Specialist with identification and mitigation of
en
croachments to District reserves.
Assist the Planning Department with the design and development of new
A,D- tr
ails as identified in Use and Management Plans.
A,D Work with Planning Department on Master Plans and Use and Management
Plan.
D Maintain lands in an environmentally sensitive manner, utilizing resource
management practices.
Provide assistance to the Administration/IT department for replacement of
B the field office telephone system and possible implementation of video
conferencing capabilities.
B D Participate in Real Property's "New Land Acquisition Process." This will
involve Area Superintendents and Resource Management staff members.
A Work with Planning on construction of a roof& siding at the Dyer Garage.
Obtain Board direction regarding the management of Rancho San Antonio
A,D County Park. If directed, begin negotiations for extension of the existing 10-
ear agreement with Santa Clara County Parks.
A,D If supported by the Board, begin negotiations with Santa Clara County Parks
and the City of Mountain View for continued support of Deer Hollow Farm.
B Work with Planning on the re-roofing and re-siding of the Dyer Ranch
Garage in La Honda Creek OSP.
i
Core Function Ongoing Activities - Resource Management Program
9 9
A,D Advise staff and public to avoid conflicts between humans and wildlife.
B Work with Real Property on a Grazing Plan for the new coastal property
along Purisima Creek Road.
D Conduct wildlife surveys, specifically for deer and nesting bluebirds.
D Inventory newly purchased properties for natural resources and
respond to resource management needs.
D Protect and restore biodiversity of preserves.
D Protect rare species and habitat.
D Work with the Planning department on Resource Management Policies
B,E Control sedimentation and erosion.
B,E Design and direct volunteer projects.
E Inventory, map and control invasive species.
B,E Restore natural ecological conditions on disturbed lands.
Operations) 8
Midpenh ila Regional Open SpacVistrict
2009-10 Action Plan - Operations Department
KEY PROJECTS 2009-10:
Project: Picchetti Ranch OSP Stream Restoration/Grading
Improvements
Priority: 1
Program: Field Operations
Core Function: D - Protect natural resources
Purpose: Restore stream banks and damage due to grading from
tenant.
Project Manager Michael Bankosh (for Operations)
Project Scope and Replace undersize culvert, restore stream bank and re-grade
Identifiable Contingencies: area back to a natural state.
Resources and h lead department for this project.
Other Reso Planning is the 9 p p 1
Coordination Needed: . Lead Planner will be Meredith Manning
Preliminary Budget Estimate: Budget for this project is incorporated into the Planning
Department's budget.
Milestones FY 2009-10 Project must be completed by the start of official "wet season"
With Estimated Dates: (10/15/2009)
Board/Committee None
Involvement:
Project Completion Quarter: 12Q-3Q2009-10
Operations) 9
Midpenim a Regional Open Space strict
2009-10 Action Plan - Operations Department
Project: Parker Ranch Trail Re-Route
Priority: 2
Program: Field Operations .
Core Function: A- Provide for public protection, safety and access
Realign Parker Ranch Trail that was requested b
Purpose: g q Y Planning
and the City of Saratoga
Project Manager Michael Jurich (for Operations)
Project Scope and Build new section of the Parker Ranch Trail and realign
et new alignment, re
Identifiable Contingencies: Toyon Trail to me g air and restore old trail p
alignments.
h lead department for this project.
Other Resources and Planning is the p p �
Coordination Needed: • Lead Planner will be Meredith Manning
Preliminary Budget Estimate: Budget for this project is incorporated into the Planning
Department's budget.
Milestones FY 2009-10
With Estimated Dates: Project will need to be completed by the start of official "wet
season" (10/15/2009)
Board/Committee Approved by U&M Committee
Involvement:
Project Completion Quarter: 3Q FY 2009-10
Operations) 10
Midpenir ila Regional Open Spacqfistrict
2009-10 Action Plan - Operations Department
Program: Citations and Warnings Database Upgrade
Priority: 1
Program: Field Operations
Core Function: A - Provide for public protection, safety and access
Purpose: Reduce duplication of work, and make information more
readily and quickly available to field and administrative staff
by upgrading capabilities of database and making information
available in real time at field offices.
Project Manager Gordon Baillie
Project Scope and 1. Complete alpha and beta testing of new database system
Identifiable Contingencies: with field Administrative Assistants.
2. Transition existing data to new system.
3. Create reports based on existing reports in current
database, and monthly and annual reports.
4. Document database system.
5. Conduct periodic testing of system to ensure accuracy.
6. Conduct meeting with users to ensure needs are met.
Other Resources and Assistance from database consultant.
Coordination Needed:
-Preliminary Budget Estimate: $5,000- Database consultant
Milestones FY 2009-10 with . Complete alpha testing with field Administrative
estimated Dates: Assistants 4/30/2009
• Complete new report formats and provide reports in
parallel with current system to check accuracy 6/1/2009
• Transfer records from old system to new system and
provide training to field staff 7/15/2009
• Complete documentation on news stem 9/1/2009
Board/Committee Staff level project
Involvement
Project Completion Quarter 3Q FY 2009-10
Operations) 11
Midpenin. a Regional Open Space strict
2009-10 Action Plan - Operations Department
Project: Two-Way Radio Improvement Project
Priority: 1
Program: Field Operations
Core Function: A - Provide for public protection, safety and access
Purpose: Improve the District's voice radio communications system, and
to meet FCC legal mandates.
Project Manager: David To le
Project Scope and The project will improve the existing District radio
Identifiable Contingencies: communications system by utilizing simulcast technology and
mobile repeaters to provide improved radio coverage
throughout the District. This will include enhanced
communications in the Coastal Protection area.
A second District radio frequency will be sought, to allow
separate traffic for maintenance and patrol, thus eliminating
competing uses for the currently limited frequency.
FCC legal mandates for more efficient use of the radio spectrum
will also be met.
The project will involve the following steps
1. Mobile Repeater Pilot Program
2. Microwave System Design Efforts
3. Specifications and Bid Process
4. Project Installation, Oversight, and Testing
This fiscal year, the District will complete Specifications, Bid
Process, and begin installation.
Other Resources and Assistance and expertise from a radio consultant/project
Coordination Needed: manager.
Assistance of a grant writer to seek grant funding for the project.
Assistance from Real Property department for radio tower
access. Assistance from Legal Program in obtaining second
frequency.
Preliminary Budget Board Approved $1,425,670. Note that this does not include
Estimate: costs for 2"d freq, which was estimated to cost an additional
$187,000, or for additional repeater sites.
Amount budgeted for this fiscal is$1101, M t q50 000
Milestones FY 2009-10 0 Seek Grant Writer familiar with Homeland Security and
With Estimated Dates: other emergency grant funding sources to write grant(s)for
the project 6/1/2009.
• Complete Mobile Repeater Pilot Program 8-01-2009
• Complete Microwave System Design 12-30-2009
Board/Committee Board approval was obtained for this project.
Involvement:
Project Completion Quarter i This is a multi-year project with completion planned for 2011
Operations) 12
Midpenir ila Regional Open SpacqVistrict
2009-10 Action Plan - Operations Department
Project: Thornewood: Construct Ford across Dennis Martin Creek
at Thornewood OSP and Restore the Natural Stream
Channel by Removing Old Roadbed
Priority: 2
Program: Field Operations
Core Function: B - Construct, maintain, and repair District trails and
i
structures.
Purpose: Improve public access and safety while protecting riparian
habitat.
Project Manager Craig Beckman for Operations)
Project Scope and 1. Allow equestrian access across Dennis Martin Creek, and
Identifiable Contingencies: improve the safety of the crossing for all visitors.
2. Reduce downstream sedimentation by restoring stream
flow to its natural channel.
i
i
i
Other Resources and Planning is the lead department on this project. Meredith
Coordination Needed: Manning will be the lead person.
Preliminary Budget Estimate: Project is covered in PlanningDepartment's budget
mate• ec t
Milestones FY 2009-10 Project must be completed prior to established date for"wet
With Estimated Dates: season" (10-15-2009).
Board/Committee Approved by District Board
Involvement:
Project Completion Quarter: Fall of 2009
Operations) 13
I
Midpenin: a Regional Open Space strict
2009-10 Action Plan - Operations Department
Project: Prescribed Burns
Priority: 2
Program: 2 Field Operations
Core Function: A - Provide for public protection, safety and access
Purpose: Host two prescribed burns on District lands for resource
management and fire training purposes.
Project Manager: Gordon Baillie
Project Scope and 1. Gain Board permission for hosting the burns in the
Identifiable Contingencies: following preserves: RR and SA/RdG
2. Work with appropriate fire agencies (CALFIRE, and
Santa Clara Co. Fire) to plan for burns.
3. Write burn plans in coordination with outside
consultant.
4. Notify public and media of burns (beyond notifications
done for Board meetings).
5. Host burns as weather and resource availability allow.
Other Resources and . Assistance from Planning for developing addresses of
Coordination Needed: neighbors to notify, and maps for burn planning.
• Assistance of a consultant to work on burn plans and air
quality management issues.
• Assistance from fire departments with jurisdiction over the
burns to plan and hold burn, and also staff to safely
implement burns.
• Assistance from Public Affairs department to notify media.
• Assistance from Legal Program for any necessary
permits.
Preliminary Budget Estimate: $11,500 (includes $2,500 for consultant to assist with burn
tans and air quality permits, and $9,000 for bio-surveys).
Milestones FY 2009-10 With • Initial on site meetings with each fire department to plan
Estimated Dates: burn and assign tasks 4/3/2009
• Completion of burns 12/18/2009.
Board/Committee Board approval to conduct the burns.
Involvement
Project Completion Quarter: 3Q FY 2009-10
Operations) 14
Midpenirl&la Regional Open SpacqVistrict
2009-10 Action Plan - Operations Department
Project: Sudden Oak Death Monitoring and Research
Priority: I
Program: Resource Management
Core Function: D - Protect natural resources
Purpose: Continue monitoring the status of Sudden Oak Death and
seeking solutions to reduce its adverse effects on District
preserves.
Project Manager: Cindy Roessler
Project Scope and 1. Detect, report and monitor newly infested areas.
Identifiable Contingencies: 2. Fund and assist research on Agri-Fos treatment.
A ten-year work plan and budget for Sudden Oak Death
has been approved by Board, and the District is currently
committed to several multiple-year research projects.
The level of funding for this fiscal year is reduced in half
from commitment made in ten-year SOD work plan.
Provisions for addressing Sudden Oak Death are
included in the draft Resource Management Policies.
Other Resources and Coordination with and matching funds from the California
Coordination Needed: Oak Mortality Task Force, US Forest Service and associated
researchers.
Preliminary Budget Estimate: $21,000 FY09/10; $117,000 through 2016
Milestones FY 2009-10 With Conduct Agri-Fos spraying at 3 sites in May 2009.
Estimated Dates:
Board/Committee Board approval was obtained for this project.
Involvement
Project Completion Quarter: Ten-Year Sudden Oak Death work plan would be completed
2016.
Project: Control of Slender False Brome on Preserves and Nearby
Operations) 15
Midpenin., a Regional Open Space strict
2009-10 Action Plan - Operations Department
Properties
Priority: 1
Program: Resource Management
Core Function: E - Restore natural resources
Purpose: Eradicate slender false brome on preserves and prevent re-
infestation.
Project Manager Cindy Roessler
Project Scope and 1. Continue controlling slender false brome on
Identifiable Contingencies: Thornewood, La Honda, El Corte de Madera, and
Saratoga Gap preserves.
2. Support control of slender false brome on nearby
private and public properties in Woodside and Portola
Valley.
A ten-year work plan and budget have been approved by the
Board for control of slender false brome; and matching funds
have been awarded by one grant which expires in 2009.
Environmental review has not been completed and level of
participation of surrounding landowners is not certain.
Other Resources and • Public Affairs will assist in public outreach and
Coordination Needed: coordination with neighbors.
• Coordination with 1 grant organization.
Preliminary Budget Estimate: $60,600 in FY 09/10; $388,000 total through 2016
Milestones FY 2009-10 With Coordinate program to control slender false brome on private
Estimated Dates: properties near District preserves inspring through fall 2009.
Board/Committee Board has approved this project.
Involvement
Project Completion Quarter: Ten-Year work plan for slender false brome would be
completed 2016.
Operations) 16
Midpeniiila Regional Open Spac4istrict
2009-10 Action Plan - Operations Department
Project:
Priority:
Skyline Ridge Tree Farm Restoration
3
Program:
Core Function:
Resource Management
E - Restore natural resources
Purpose:
To protect Horseshoe Lake and potential associated rare
species from sedimentation from the former farm, and to
restore the site to natural conditions.
Project Manager
Cindy Roessler
Project Scope and
Identifiable Contingencies:
1. Remove obsolete Christmas trees, regrade unstable
slopes and drainages, and install erosion control
measures.
2. Plant and seed with native species.
3. Maintain, monitor and report on new and prior
plantings and erosion control.
All necessary permits and environmental reviews have been
completed for all future phases of project.
Other Resources and
Coordination Needed:
• Assistance from Real Property to coordinate activities
with tenant.
• Coordination with Public Affairs regarding media releases
and volunteer projects.
Preliminary Budget Estimate:
$84,600 for 09/10 fiscal year; $548,600 total to install and
maintain all remaining phases through 2015.
Milestones FY 2009-10 With
Estimated Dates:
Complete grading, erosion control and planting associated
with Phase II in fall 2009.
Board/Committee
Involvement
The Board has approved this project.
Project Completion Quarter:
All phases of construction to be completed by November
2010; maintenance and monitoring completed by September
2015.
Operations) 17
Midpenin. a Regional Open Space strict
2009-10 Action Plan - Operations Department
Project: Conservation Grazing Program
Priority: 2
Program: Resource Management
Core Function: D - Protect natural resources
Purpose: Continue or reintroduce grazing onto current grazing
properties (Tunitas, Big Dipper, Driscoll/La Honda, Mindego)
to maintain and enhance native biodiversity, manage
vegetation fuel, and help sustain the local agricultural
economy. Prepare grazing management plans for new
properties (Purisima to the Sea properties). Included in
Coastal Protection Program.
Project Manager Cindy Roessler
Project Scope and 1. Manage existing and create new grazing leases.
Identifiable Contingencies: 2. Prepare grazing management plans for new
properties.
3. Monitor rangelands and adjust stocking levels and
seasons as necessary.
4. Provide necessary grazing infrastructure.
5. Control invasive plants and protect water resources
and rare species on rangelands.
Other Resources and * Coordinate with Real Property regarding leases and new
Coordination Needed: property acquisition.
0 Collaborate with Planning to meet related goals of Master
Plans and Use Plans.
Preliminary Budget Estimate: $163,000 in FY 2009-10, $864,000 through 2018
Milestones FY 2009-10 Complete grazing management plans for new properties prior
With Estimated Dates: to 2010 grazing season.
Board/Committee Approve contracts for infrastructure improvements and
Involvement: certified rangeland manager.
Project Completion Major infrastructure improvements and control of worst
weed/water quality items should be completed in 2018 on
existing grazing properties and those purchased in 2009.
Operations) 18
Midpenirirla Regional Open SpacqWistrict
2009-10 Action Plan - Operations Department
Project: Los Trancos Trail and Drainage Improvements
Priority: 2
Program: Field Operations
Core Function: D - Protect natural resources
Purpose: Improve water drainage and reduce sedimentation
Project Manager: Craig Beckman (for Operations)
Project Scope and Reduce downstream sedimentation by designing and installing
Identifiable Contingencies: water diversions on to the trail system in the Los Trancos Open
Space Preserve.
Other Resources and 0 Planning is the lead department for this project.
Coordination Needed: 0 Lead Planner will be Meredith Manning
Preliminary Budget Budget for this project is incorporated into the Planning
Estimate: Department's budget.
Milestones FY 2009-10 Project must be completed by the grant due date, or by the start
With Estimated Dates: of official "wet season" (10-15-2009)
Board/Committee This project was approved by the Board as part of the Page Mill
Involvement: Realignment, and the connecting trail to the City of Palo Alto's
Foothills Park.
Project Completion 3Q 2009-10
Operations) 19
Midpenin, a Regional Open Space strict
2009-10 Action Plan - Operations Department
Project: Monte Bello OSP Trail Re-Alignments
Priority: 3
Program: Field Operations
Core Function: D - Protect natural resources
Purpose: Improve trail alignment, water drainage, and sedimentation.
Project Manager Craig Beckman (for Operations)
Project Scope and Improve trail alignment to create improved hiking experience
Identifiable Contingencies: while reducing down hill sedimentation and maintenance
needs.
Other Resources and 0 Resource Management (Operations and Planning)
Coordination Needed: 0 Kirk Lenington and Cindy Roessler
Preliminary Budget Estimate: Staff time with little outside cost.
Milestones FY 2009-10
With Estimated Dates: Project would need to be completed before the start of the
official "wet season" (10/15/2009)
Board/Committee None
Involvement:
Project Completion Quarter: 1 Q or 3Q FY 2009-2010
Operations' 20
Midpenir ila Regional Open SpacqVistrict
2009-10 Action Plan - Operations Department
PROJECTS FOR FUTURE IMPLEMENTATION:
These are needed projects not yet scheduled for implementation.
Core
Function Potential Future Projects - Field Operations Program m
A Contract with outside agency too en/close Ravenswood funds not budgeted)
B Develop a Computerized Maintenance Management System
Assist Planning with the design of a future satellite office at the former Beatty
B property in Sierra Azul OSP
i
Core
Function Potential Future Projects - Resource Management Program
D Biological Surveys of New Properties
D Driscoll fencing of riparian areas from grazing.
D Minde o water infrastructure improvements.
E Alpine Pond Long-term Management— Phase 11
E Funding of new Sudden Oak Death research projects.
Invasive plant control - no new projects (except Mindego) and one-year delay on
E treating some existing projects due to 30% cut in vegetation management
contract.
E Purchase of supplemental native seed, weed-free straw, nursery plants, tools
except for Skyline Ridge tree farm restoration.
E Weed Database
Operations) 21
MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
PLANNING
DEPARTMENT
ACTION PLAN FY 2009-10
i
Miapeninsula Regional Open Space Arict
FY 2009-10 Action Plan - Planning Department
PLANNING DEPARTMENT
The Planning Department Action Plan for FY 2009-10 includes the department's basic policy
objective, core functions, ongoing activities, key projects that will require a significant amount of
staff time and/or resources and projects under consideration for future implementation when
sufficient resources are available.
i
Planning 2
I
Mi�9-10
ninsula Regional Open Space E&ict
FY Action Plan - Planning DepfflMment
Contents
COREFUNCTIONS CHART...........................................................................................................4
KEYPROJECTS CHART.................................................................................................................5
PROGRAMS.......................................................................................................................................6
BASIC POLICY OBJECTIVE...........................................................................................................6
COREFUNCTIONS..........................................................................................................................6
STAFF RESOURCES (stated in fte's—full time equivalents)....................................................6
ONGOING ACTIVITIES....................................................................................................................7
KEYPROJECTS 2009-2010 :.......................................................................................................12
La Honda Creek Master Plan Development............................................................................12
Sierra Azul / Bear Creek Redwoods Master Plan Development..........................................13
Russian Ridge Comprehensive Use and Management Plan Update.................................14
Resource Management Policies ...............................................................................................15
Driscoll Ranch Remediation.......................................................................................................16
Mindego Ranch Remediation ....................................................................................................17
Mt. Umunhurn Former Air Force Base Remediation..............................................................18
PondManagement Plans...........................................................................................................19
Schilling Lake Management Plan..............................................................................................20
Watershed Protection Program, Year 5...................................................................................21
Big Dipper Ranch Fisheries Restoration / Sediment Control ...............................................22
Former Fletscher Property Demolition.....................................................................................23
District-Wide Master Plan (Plan) / Regional Open Space Study (ROSS) Updates..........24
El Corte de Madera Crk Preserve Staging Area/Trail Improvements— Planning/Design25
Thornewood Public Access Improvements.............................................................................26
Alma College Conditions Assessment.....................................................................................27
Administrative Office Improvements, Phase 11........................................................................28
Skyline Field Office Remodel.....................................................................................................29
PROJECTS FOR FUTURE IMPLEMENTATION.......................................................................30
Planning 3
Midi nsula Regional Open Space Di., :t
FY 200to-10 Action Plan - Planning Department
CORE FUNCTIONS CHART
PLANNING DEPARTMENT
CORE FUNCTIONS
A. PLAN,DESIGN&IMPLEMENT STEWARDSHIP PROJECTS,ACCESS IMPROVEMENTS AND STAFF FACILITIES
B. PREPARE POLICIES&PROCEDURES TO GUIDE USE&MANAGEMENT OF PRESERVES
C. COLLECT,MANAGE,ANALYZE AND PRESENT PRESERVE DATA
D. ENSURE COMPLIANCE WITH THE CALIFORNIA ENVIRONMENTAL QUALITY ACT(CEQA)&OTHER
REGULATIONS,CODES&CONDITIONS OF APPROVAL
E. UPHOLD&SEEK FUNDING SUPPORT FOR ECOLOGICAL,VIEWSHED AND RECREATIONAL VALUES
i
ADVANCED PLANNING
PROGRAM
RESOURCE PLANNING
PROGRAM
GEOGRAPHIC&
INFORMATION SYSTEMS
PROGRAM
i
PUBLIC ACCESS
IMPROVEMENTS
PROGRAM
STAFF FACILITY
IMPROVEMENTS
PROGRAM
Planning ( 4
Micftninsula Regional Open Space C ct
FY 2W9-10 Action Plan - Planning Dep. .ient
KEY PROJECTS CHART
PLANNING DEPARTMENT
KEY PROJECTS 2009-10
j
i
=MASTER
STE RESOURCE MANAGEMENT DISTRICT-WDE MASTER EL CORTE DE MADERA ADMINISTRATIVE OFFICE
NT POLICIES PLANIREGIONAL OPEN CREEK OPEN SPACE IMPROVEMENTS
SPACE STUDY(ROBS) PRESERVE STAGING AREA
UPDATES &TRAIL IMPROVEMENTS
REE DRISCOLL RANCH SKYLINE FIELD OFFICE
PLA REMEDIATION REMODEL
DEVELOPMENT GEOGRAPHIC&INFOR ON TPUBLICA. OGRAM
PUBLIC
SYSTEMS PROGRAM MENTS
MINDEGO LANDFILL S AFF ACIIJTY
RUSSIAN RIDGE REMEDIATION IMPROVEMENTS PROGRAM
COMPREHENSIVE USE&
MANAGEMENTPLAN GE
SMT.UMUNHUMAFB TA ANCED PLANNING REMEDIATION
PROGRAM OGRAM
POND MANAGEMENT
PLANS
SCHILLING LAKE '..
MANAGEMENT PLAN
ATERSHED PROTECTION
PROGRAM-YEAR 5
BIG DIPPER RANCH
FISHERIES RESTORATION/
SEDIMENT CONTROL
FORMER FLETSCHER
PROPERTY DEMOLITION
&SITE CLEANUP
ESOURC PLANNING
PROGRAM
Planning 5
Midpoinsula Regional Open Space Di, ;t
FY 2009-10 Action Plan - Planning Department
PROGRAMS:
■ Advanced Planning
■ Resource Planning and Stewardship
■ Geographic and Information Systems
■ Public Access Improvements
■ Staff Facility Improvements
BASIC POLICY OBJECTIVE:
The District follows management policies that ensure proper care of the land, provide public
access appropriate to the nature of the land, and are consistent with ecological values and public
safety.
The District works with, and encourages, public and private agencies to preserve, maintain and
enhance open space.
The District protects and restores the natural diversity and integrity of its resources for their value
to the environment and the public, and provides for the use of the preserves consistent with
resource protection.
CORE FUNCTIONS:
A. Plan, design, and implement stewardship projects, access improvements, and staff facilities
B. Prepare policies and procedures to guide use and management of preserves
C. Collect, manage, analyze, and map Geographics Information Systems (GIS) data sets to
support District projects
D. Ensure compliance with the California Environmental Quality Act (CEQA) and other
regulations, codes, and conditions of approval
E. Uphold and seek funding support for ecological, viewshed, and recreational values
STAFF RESOURCES: (STATED IN FTE'S— FULL TIME EQUIVALENTS)
FTEs Position Title
1 Planning Manager
1 Senior Planner
1 Senior Resource Planner
1 Resource Planner 11
1 Geographic Information Systems Coordinator
2 Open Space Planner 11
2 Open Space Planner I
1 Resource Planner I
2 Planning Technician
1 Administrative Assistant
Y2 GIS Intern
Planning 6
i
Mie insula Regional Open Space Di t
FY 2. 10 Action Plan - Planning Depa. _,nt
ONGOING ACTIVITIES:
These are the on oing responsibilities of this department to fulfill the Department's Core Functions:
Core Function Ongoing Activities - Advanced Planning Program
B Coordinate with other departments to develop new language and prepare
updates to land management policies for Board review and consideration;
coordinate with Legal for review of draft language.
A, B, C, D, E Support Administration with development of the District-Wide Strategic Plan.
A Work jointly with Real Property and Operations on new land purchases to
ensure that transition from acquiring land to planning for and managing lands
adequately addresses:
• Future costs
• Management responsibilities
• Impacts
Assist with identifying long-range planning, use, and management
considerations for new and recently-purchased properties (including:
Purisima to the Sea Corridor, Mindego Ranch, Hicks Creek Ranch, Driscoll
Ranch).
i
I
A Coordinate with Public Affairs to facilitate public outreach and manage
media relation activities for high-interest advanced planning projects; current
projects include:
• La Honda Creek Master Plan (Key Project)
• Sierra Azul/Bear Creek Redwoods Master Plan (Key Project)
• Russian Ridge Comprehensive Use & Management Plan (Key Project
E Participate in regional open space planning efforts, including:
• Green Visioning
E Review agendas and minutes of cities, counties, special districts, and other
agencies. Comment on policies and site-specific projects that may impact
District interests, including:
• Zoning ordinance amendments
• New construction adjacent to or within viewshed of preserves
• Timber harvest activities within District boundaries
Planning 7
i
Midp sula Regional Open Space Dis
FY 200a-10 Action Plan - Planning De artt,.ent
Core Function Ongoing Activities - Resource Planning & Stewardship
A Complete road and trail assessments to identify sediment-control
treatments; prioritize and implement accordingly; assessment sites include:
• Bear Creek Redwoods Open Space Preserve
• Rancho de Guadalupe area of Sierra Azul Open Space Preserve
i
• Newly purchased properties
A, D Prepare plans & specs, complete CEQA review, obtain necessary permits,
implement road & trail upgrades & stream crossing improvements to protect
water quality & habitat for anadramous fish & other aquatic species; current
projects include:
• Big Dipper Ranch Road repair (Key Project)
• Rapley Ranch Road repair
• Fremont Older Re nart Trail repair
A Develop restoration recommendations and site management plans for
disturbed and contaminated sites; projects include:
• Driscoll Ranch Remediation (Key Project)
• Mindego Ranch Remediation (Key Project)
• Mt. Umunhum Remediation (Key Project)
• Hicks Creek Remediation
• Fletcher Estate Site Cleanup
A, C Conduct and assess results of water quality monitoring and use adaptive
management to recommend adjustments in land management practices;
monitoring currently occurring at:
• El Corte de Madera Creek Preserve ECdM
C, E Administer Resource Management Grants Program; release RFPs, facilitate
committee review and selection of proposals, manse grant contracts
A Enter into and renew Memorandums of Understanding (MOU) with
regulatory agencies to secure blanket permits for routine maintenance and
construction work; meet yearly MOU reporting requirements. Agencies
include:
• California Department of Fish and Game (CDFG)
• Regional Water Quality Control Board (RWQCB)
• San Mateo Count
A Support implementation of wildland fuels management projects; current
projects include:
• Permit to enter system for neighbor access to maintain defensible
space
• Fuel break prescriptions
• Fire-dependent vegetation prescriptions
• Secure funding for fuel management projects
A Design and implement forest management practices to improve forest health
C Populate District's resources inventory by conducting natural and cultural
resource surveys to inform future land management decisions
C Establish and facilitate Water Rights Working Group to assist with the
development and maintenance of a District water rights database
E Seek and secure grant funding for resource planning, restoration, and
enhancement projects; explore joint projects and partnerships with non
profits and public agencies.
Planning 8
Mid, 'nsula Regional Open Space Duca'kt
FY 26- -10 Action Plan - Planning DeparI Pent
Gore Function Ongoing Activities -- Resource Planning & Stewardship
E Track, participate, and comment, as appropriate, in regional resource
planning efforts, including:
• San Gregorio Creek Watershed Assessment
• Upland Habitat Goals
• MDL process for San Gregorio, Pescadero, Guadalupe, and San
Francisquito Creek Watersheds
D Assist Real Property with due diligence investigations for new properties by
preparing resource assessments and conducting CEQA analysis.
A, D, E : Assist Real Property with land encroachments by evaluating resource
impacts and developing corrective measures; current projects include:
• Gullicksen Grading Violation
• Picchetti Ranch Riparian Corridor Restoration
D Assist Operations with obtaining required permits and serving as direct
points of contact during resource agency consultations for resource
enhancement projects.
A Work closely with Operations to develop the District's conservation grazing
program and incorporate related goals as identified in Master Plans and Use
and Management Plans.
A Coordinate with Public Affairs to facilitate public outreach and media relation
activities for high-interest resource management projects; current projects
include:
• Resource Management Policies Update (Key Project)
• Pond Management Plan (Key Project)
E Work with Legal to represent District interests in the site cleanup of Moffett
Air Field Site 25 to a standard permitting tidal wetlands restoration of District
property; coordinate with partner agencies to seek Army Corps of Engineers
assistance to build levee system to facilitate restoration.
A,D Prepare interim and final resource management plans, including grazing
plans and agricultural production plans, as appropriate, for new and current
properties (including Purisima to the Sea corridor).
Planning ( 9
Midpk isula Regional Open Space Dis!
FY 2009-10 Action Plan - Planning Department
Ongoing Activities - Geographic and Information Systems
Core Function (GIS) Program
C Update District Wall Maps and Patrol Mapbooks to include new properties/
Coastside Protection Area; create map annotation database to streamline
future updates.
C • Prepare map exhibits and complex graphics, including:
• Presentation maps (e.g. workshops, public meetings)
• Figures and exhibits for documents (e.g. Board reports, grant
proposals)
• Working maps for field work and analysis
C Provide focused GIS/GPS training for District staff, inform staff of new
available data and provide troubleshooting assistance.
C Maintain GIS data catalog and create/update data.
Core Function Ongoing Activities - Public Access Improvements Program
A, D Prepare plans, complete CEQA analysis, obtain necessary permits, and
coordinate with Operations to construct and/or inspect capital improvement
projects; current projects include: 1) Parker Ranch Trail Connection
(Operations to construct);
2) Sierra Azul Kennedy Road Culvert Replacement (contracted).
A Participate in the District's Sign Committee to propose and review changes
to the signage program, including designing new sign mock-ups and writing
content for new signs and signboards; coordinate with Operations to order
sign replacements, including signs with new District logo
A Work with Operations on joint Details and Specifications Committee to
develop District handbook of technical standards and Best Management
Practices BMPs for routine construction, repair, and maintenance activities
D, E Collaborate with Real Property to review proposed alterations to District
lands or installation of facilities by other agencies or private parties; develop
conditions of approval and Permits to Enter to ensure protection,
preservation, or restoration of affected lands; work with Operations to
monitor activities to ensure compliance with conditions.
D, E Assist Real Property with encroachment issues that impact public access.
A, E Assist Real Property with assessing new structures acquired as part of land
purchases, determining viability of retaining the structures and developing
recommendations for final disposition.
A Work with Web Coordinator to identify and design new approaches to help
disseminate Preserve and project information online.
A Coordinate with Public Affairs to facilitate public outreach and media relation
activities to raise awareness and solicit public input on capital improvement
projects; assist Public Affairs with dedication and ribbon cutting events
associated with new improvements; current projects include:
Giant Salamander re-opening, Bridle Trail opening.
A Coordinate with Public Affairs to schedule docent-led hikes to introduce the
public to new areas within Preserves.
• Russian Ridge Minde o Hill area
Planning 110
mie insula Regional Open Space DF t
FY 2%. -10 Action Plan - Planning Depa jnt
Core Function Ongoing Activities - Public Access Improvements Program
(continued)
A Coordinate with Public Affairs to continuously update the District's Memorial
Bench Inventory and implement new bench installations.
D Coordinate with Legal to review CEQA findings and contract documents for
capital improvement projects
A, E I Participate in local trail planning efforts.
Core Function Ongoing Activities - Staff Facility Improvements Program
A, D Prepare plans and specs, complete CEQA analysis, obtain necessary
permits, and contract work for large-scale, nonrecurring repairs to staff
facilities; current projects includes:
• Folger Ranch House Improvements (future employee residence)
• Field Offices Spill Prevention Control and Countermeasures Plan
A Assist Real Property and Operations with identifying and assessing new
opportunities for staff facilities as part of new land purchases.
Planning I I
Midp sula Regional Open Space Dist&
FY 200t,-10 Action Plan - Planning Departrfre-nt
KEY PROJECTS 2009-2010 :
Project: La Honda Creek Master Plan Development
Priority: I
Program: Advanced Planning
Core Function: Plan and implement stewardship projects, access
improvements and staff facilities
Purpose: To adopt a 30-year vision for the future use and management of
the Preserve and establish priorities for resource protection,
public access, education, and visitor outreach
Project Manager: Ana Ruiz
Project Scope and . Release Draft Master Plan for Board and public review
Identifiable Contingencies: - Hold first public hearing to present Draft Master Plan, obtain
public testimony, and receive Board feedback
. Revise Draft Master Plan based upon Board, public, and
agency comments
. Complete and circulate Mitigated Negative Declaration
(CEQA document)
. Hold second public hearing to adopt final Master Plan and
certify the CEQA document
Resources & Coordination - All Departments to review final Draft Plan edits and attend Ad
Needed: Hoc Committee and public meetings
. Legal to review CEQA document
. Public Affairs to prepare public notices, project factsheet,
press releases, FAQs, and coordinate with media
Budget Estimate: FY 2009-10: $41,500
Milestones FY 2009-10 . April 2009 Draft Master Plan release, 1st Public
With Estimated Dates: Hearing (tentative approval)
. May 2009 Draft Plan edits
. June 2009 Finalize CEQA document
. July-Aug 2009 Circulate CEQA document; receive
comments
. Sept 2009 2nd Public Hearing (final plan adoption,
CEQA Certification)
Board/Committee . Board approval of project funding for FY 2009-10
Involvement: . Board review of the Draft Master Plan
. Tentative Board Adoption of the Draft Master Plan
. Board review of the Final Master Plan and CEQA document
. Board Final Adoption & CEQA Certification of the Master
Plan
Project Completion Quarter 2Q FY 2009-10
Planning 12
Mid#i lnsula Regional Open Space Di 'ct
FY 2 _ 0 Action Plan - Planning Depa ent
Project: Sierra Azul / Bear Creek Redwoods Master Plan
Development
Priority: I
Program: Advanced Planning
Core Function: Plan, design, and implement stewardship projects, access
improvements, and staff facilities
Purpose: To adopt a 30-year vision for the future use and management of
the Preserves and to establish priorities for resource protection,
public access, education, and visitor outreach
Project Manager: Ana Ruiz (Award consultant contract)
Project Scope and . Complete Administrative (Admin) Draft Master Plan/Admin
Identifiable Contingencies: Draft Environmental Impact Report (EIR)
. Release Draft Plan and Draft EIR for Board and public review
. Hold Open House to present recommendations
. Make edits to the Draft Master Plan per Board, public, and
agency feedback and begin preparing Final EIR (responses
to comments)
. Hold 1st public hearing to review revised Draft Master Plan,
obtain public testimony, and receive additional Board
feedback
. Make final edits to the Draft Master Plan and EIR
. Hold 2nd public hearing to adopt the Final Master Plan and
certify the CEQA document
Other Resources & . All Departments to review Admin, Draft, and Final Master
Coordination Needed: Plan/EIR, and attend Ad Hoc Committee and public meetings
. Legal to review Draft/Final EIR
. Public Affairs to prepare public notices, project factsheet,
press releases, FAQs, and coordinate with media
Budget Estimate: FY 2009-10: $118,500
Milestones FY 2009-10 . Feb 2009 Consultant Contract Amendment
With Estimated Dates: . April 2009 Complete Admin Draft Plan & EIR
. June 2009 Release of Draft Plan and DEIR
. July 2009 Open House with full Board
. Oct 2009 Assemble Final EIR with comments
received to date and their responses
. Nov 2009 1st Public Hearing (tentative adoption)
. Feb 2010 Complete Final Master Plan and EIR;
2nd Public Hearing (plan adoption and
CEQA certification)
Board/Committee . Board approval of consultant contract amendment
Involvement: . Board approval of project funding for FY 2009-10
. Ad Hoc Committee meetings- review Admin Draft Plan/DEIR
. Board review of Draft Master Plan and DEIR
. Board attendance at Open House
. Tentative Board Adoption of the Draft Master Plan
. Board review of Final Master Plan and Final EIR
. Board Final Adoption of the Master Plan & CEQA
Certification
Project Completion Quarter 4QFY2009-10
Planning 13
Midpi sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: Russian Ridge Comprehensive Use and Management Plan
Update
Priority: 2
Program: Advanced Planning
Core Function: Plan, design, and implement stewardship projects, access
improvements, and staff facilities
Purpose: To incorporate recent property additions (Mindego Ranch,
Rapley, Connor, e.g.) into the Preserve Use and Management
Plan and prioritize actions for the next 10 years
Project Manager: Andrea Christenson
Project Scope and • Complete resource assessments for the Preserve
Identifiable Contingencies: - Develop recommendations for natural and cultural resource
management, public access, disposition of structures, and
remediation
• Prepare draft plan, conduct outreach, and hold Use and
Management (U&M) Committee meeting(s)
• Conduct field reconnaissance to identify feasible alignment
for the Mindego Hill Trail to meet Peninsula Open Space
Trust (POST) conditions and agreed upon trail
implementation schedule
Resources & Coordination - Active involvement by Operations, Real Property, and Public
Needed: Affairs in project team meetings and attendance at public
meetings
• Operations to assist with trail scouting
• Operations' Rangeland Ecologist to take lead in developing
conservation grazing and invasive plant management
recommendations
• Coordinate with POST on key topics (Mindego Hill Trail,
donor circle, etc)
Budget Estimate: FY 2009-10: $69,100
Milestones FY 2009-10 • Nov 2009 Identify Mindego Hill Trail alignment; add to
With Estimated Dates: plan recommendations
• Jan 2009 Present use and management
recommendations to U&M Committee
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • U&M Committee review of proposed use and management
recommendations
In 2008, the Board approved a Preliminary Use and
Management Plan for the Mindego Ranch property that called
for the development of a Preserve-wide Comprehensive Use
and Management Plan to include more detailed plans for
grazing, resource management, and public access.
Project Completion Quarter 3 rd Quarter FY 2010-11
Planning 14
Midltinsula Regional Open Space Di 7 t
FY 20D5-10 Action Plan - Planning Dep aVent
Project: Resource Management Policies
Priori 1
Program: Resource Planning and Stewardship
Core Function: Prepare policies and procedures to guide use and management
of preserves
i
Purpose: To complete an update of the Resource Management Policies
to guide future resource planning and management activities
Project Manager: Kirk Lenington
Project Scope and • Integrate the nine new tentatively approved policies into the
Identifiable Contingencies: existing Resource Management Policy Document
• Refine existing chapters as necessary to comply with Coastal
Service Plan requirements
• Complete education sidebars and cross reference chapters
• Complete CEQA review of the document
Resources & Coordination • Coordinate with Operations to complete policy document
Needed: edits and final review
Legal to review CEQA document
Budget Estimate: FY 2009-10: $5,000
Milestones FY 2009-10 • June 2009 Present revised document to Board at
With Estimated Dates: Study Session
• Aug 2009 Complete CEQA analysis
• Oct 2009 Board final adoption of plan and CEQA
determination
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • Study session Board review of revised policies
• Board final adoption of the Resource Management Policies
and CEQA Certification
In 2004, the Board held a workshop to prioritize review and
revisions to the Resource Management Policies for improved
effectiveness, to adopt additional policies as needed, and better
integrate these policies into the planning process.
Project Completion Quarter 3Q FY 2009-10
Planning 15
Midpt sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: Driscoll Ranch Remediation
Priority: 1
i
Program: Resource Planning and Stewardship
Core Function: Ensure compliance with CEQA and other regulations, codes,
and conditions of approval
Purpose: To complete the site characterization, obtain regulatory
approval of final remediation strategy, and implement required
action items to address soil contamination on the property
� Proje
ct Manager:
r: Kirk Lenin ton
Project Scope and • Obtain formal written oversight agency approval for the
Identifiable Contingencies: remediation strategy
• Complete remedial action items (preparation of site
management plan)
Resources & Coordination - Final written approval of remediation plan by the Regional
Needed: Water Quality Control Board
Budget Estimate: FY 2009-10: $50,000
Milestones FY 2009-10 . April 2009 Oversight agency written approval of
With Estimated Dates: remedial action items
June 2009 Complete Site Management Plan
Board/Committee • Board approval of project funding for FY 2009-10
Involvement:
Project Completion Quarter 1 Q 2009-10
Planning 16
MidN&insula Regional Open Space Di
FY 2010'W- Action Plan - Planning DeparTMent
Project: Mindego Ranch Remediation
Priority: I
Program: Resource Planning and Stewardship
Core Function: Ensure compliance with CEQA and other regulations, codes,
and conditions of approval
Purpose: To develop and implement an approach to address the former
landfill on the property in compliance with POST's conditions of
purchase.
Project Manager: Kirk Lenington
Project Scope and . Contract with consulting firm to scope landfill removal
Identifiable Contingencies: process and identify project alternatives, environmental
impacts, and costs
. Negotiate with San Mateo County and regulatory agencies to
select preferred remediation alternative; finalize the
remediation plan and complete CEQA analysis
. Board approval of Remedial Action Plan and CEQA
certification
. Prepare plans and specs for the remediation plan and submit
for permits
Resources & Coordination - Review and approval of remediation plan by POST and
Needed: agencies
. Legal to review contract and CEQA documents
Budget Estimate: FY 2009-10: $76,000
Milestones FY 2009-10 . April 2009 Retain consultant to provide professional
With Estimated Dates: remedial investigation and design services
. July 2009 San Mateo County approval of remedial
strategy
. Oct 2009 Board tentative approval of Remedial Action
Plan and submittal to oversight agency
. Jan 2010 Prepare Remedial Action plans and specs
and Draft CEQA document
. March 2010 Board final approval of Remediation Plan
and CEQA certification
Board/Committee . Board approval of project funding for FY 2009-10
Involvement: . Board tentative approval of Remedial Action Plan (RAP)
. Board final approval and CEQA certification of RAP
Project Completion Quarter 3Q FY 2011-12
Planning 17
Midp� sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: Mt. Umunhum Former Air Force Base Remediation
Priority: 1
Program: Resource Planning and Stewardship
Core Function Ensure compliance with CEQA and other regulations, codes,
and conditions of approval
Purpose: To remediate the contamination still present at the former
Airforce Base to allow for future implementation of public access
improvements for safe and convenient visitor enjoyment of the
Preserve's summit
Project Manager: Kirk Lenington
Project Scope and • Oversee consultant review of the US Army Corp of
Identifiable Contingencies: Engineers' site characterization
• Work interdepartmentally to develop a long-term remediation
strategy
• Seek assistance from a contract project manager
Resources & Coordination • Public Affairs to lead legislative effort to secure funding from
Needed: Federal Government
• Legal to review contract documents
Budget Estimate: FY 2009-10: $90,000
_ Engineers to complete
Milestones FY 2009 10 Apr 2009 US Army Corps of E g p
P
the final site investigation report
Dates: p
With Estimated Dat 9
• May 2009 Retain consultant to provide project
management services
• Oct 2009 Federal budget passage— if appropriations
request is granted, initiate site remediati on
p9tannin to
address contamination
issues
• Dec 2009 Board authorization to accept Federal
funding
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • Board authorization of consultant contract
• Board acceptance of Federal funding
Project Completion Quarter FY 2014+
Planning 18
Midftinsula Regional Open Space DiWt
FY 20M-10 Action Plan - Planning Deparilffent
Project: Pond Management Plans
Priority: 2
Program: Resource Planning and Stewardship
Core Function: Plan, design, and implement stewardship projects
Purpose: To develop and implement maintenance and habitat
management plans for the pond complexes at La Honda (Wool
Ranch area and Montebello Open Space Preserves
Project Manager: Julie Andersen
Project Scope and . Complete CEQA review and seek final Board approval of La
Identifiable Contingencies: Honda Creek Pond Management Plan
. Develop plans and specs for priority projects
. Develop resource agency partnerships to assist with project
implementation and funding
. Enter into agreement with SCVWD to prepare Montebello
Pond Management Plan; peer review the Plan; present to
Board for review and approval; complete CEQA review
Identifiable contingency:
. Preparation of Montebello Pond Management Plan and
subsequent implementation of priority projects at this
Preserve is dependent upon site selected as mitigation site
by SCVWD
Resources & Coordination - Potential funding from US Fish and Wildlife Service, CA
Needed: Department of Fish and Game, Santa Clara Valley Water
District (SCVWD)
• Legal to review CEQA determination and contract documents
Budget Estimate: FY 2009-10: $50,000
Milestones FY 2009-10 June 2009 Retain consultant team to design high
With Estimated Dates: priority projects at La Honda Creek
Preserve
. Aug 2009 Enter into agreement with SCVWD to
prepare Montebello Pond Management
Plan
. Feb 2010 Complete plans and spec for priority
projects at La Honda Creek Preserve
. March 2010 Complete Montebello Pond Management
Plan
Board/Committee . Board approval of project funding for FY 2009-10
Involvement: . Board final approval and CEQA determination of La Honda
Creek Pond Management Plan
. Board authorization of biological and geotechnical contracts
for project design
. Board authorization of partnership agreement with SCVWD
In 2007, the Board approved a contract to survey and prepare
management recommendations for sensitive aquatic habitat
and complex) at La Honda Creek Open Space Preserve.
Project Completion Qua 1-12
Planning 19
Midp( isula Regional Open Space Disf
FY 2009-10 Action Plan - Planning Department
Project: Schilling Lake Management Plan
Priority:
Program: Resource Planning and Stewardship
Core Function: Plan, design, and implement stewardship projects
Purpose: To implement recommendations from the FY 2008-09
inundation study, as required for public safety
Project Manager: Meredith Manning
Project Scope and • Conduct geotechnical evaluation of earthen dam stability and
Identifiable Contingencies: complete inundation study
• Conduct outreach to neighbors and stakeholders
• Develop final Lake Management Plan and CEQA review
• Present Plan to Board for review and approval
• Implement high priority recommendations
Resources & Coordination •- Operations to review and provide input on recommended
Needed: management actions, assist with potential removal of trees
on Schilling Dam, conduct periodic removal of duckweed,
and conduct periodic field surveys to record dam movement
via transect
• Obtain input from Town of Woodside committees and public
• Legal to review CEQA determination and contract documents
Budget Estimate: FY 2009-10: $15,000
Milestones FY 2009-10 • March 2009 Complete inundation study
With Estimated Dates: • May 2009 U&M Committee meeting to discuss
results of study and solicit public input
• July 2009 Present recommendations to full Board
for approval
• Sept 2009 Set up transect across dam face
• Dec 2009 Implement high priority recommendations
that do not require extensive engineering
• Dec 2009 Issue Request for Proposals to implement
remainder of recommendations in
FY2010
• Feb 2010 Retain consultant team to design
remaining improvements
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • U&M Committee review of inundation study results and
recommended next steps
• Board approval of the Schilling Lake Management Plan and
CEQA determination
Project Completion Quarter 3Q FY 2009-10
Planning 120
Mie 'nsula Regional Open Space D% t
FY 2%. 10 Action Plan - Planning Depa --nt
Project: Watershed Protection Program, Year 5
Priority: 1
Program: Resource Planning and Stewardship
Core Function: Plan, design, and implement stewardship projects and access
improvements
Purpose: To scope the remaining erosion control and sediment reduction
projects and prepare plans for high-priority sites
Project Manager: Meredith Manning
Project Scope and • Prepare plans and specs for remaining high-priority projects
Identifiable Contingencies: (Steam Donkey, Lawrence Creek, Methuselah, Fir Trails).
• Coordinate with Operations to determine which projects will
be done in-house.
• Continue stream flow monitoring program
Resources & Coordination • Operations assistance to review plans and specs for next
Needed: phase of work
Budget Estimate: FY 2009-10: $40,500
Milestones FY 2009-10 • May 2009 Complete plans and specs
With Estimated Dates: • July 2009 Submit permit applications for FY2010
construction
Board/Committee • Board approval of project funding for FY 2009-10
Involvement:
The Board of Directors approved the Watershed Protection
Program and associated Mitigated Negative Declaration, and
amended the Use and Management Plan accordingly in 2004.
Project Completion Quarter 3Q FY 2013-14
Planning ( 21
Midp� -.ula Regional Open Space Dist
FY 200b-,0 Action Plan - Planning Departri—at
Project: Big Dipper Ranch Fisheries Restoration/ Sediment Control
Priority: 2
Program: Resource Planning and Stewardship
Core Function: Plan, design, and implement stewardship projects
Purpose: To complete significant road and trail upgrades and stream
crossing improvements to protect water quality and habitat for
anadramous fish and other aquatic species
Project Manager: Matt Baldzikowski
Project Scope and . Complete plans and specs to upgrade stream crossings and
Identifiable Contingencies: abandon former ranch roads
. Submit permit applications
Identifiable contingencies:
. Construction is dependent upon field crew availability
. Project is partially funded by a CDFG Fisheries Restoration
Grant (to date this grant remains active)
Resources & Coordination - Coordinate with CDFG for grant reimbursement
Needed: . Coordinate with Operations to complete construction
Budget Estimate: FY 2009-10: $21,200
Milestones FY 2009-10 . Nov 2009 Complete plans and specs
With Estimated Dates: . Dec 2009 Submit permit applications
Board/Committee . Board approval of project funding for FY 2009-10
Involvement:
In 2008, the Board adopted a Resolution approving the grant
agreement with CDFG for funding assistance to complete the
project; a Mitigated Negative Declaration has been completed
by CDFG for the 2008 Fisheries Restoration Grant Program,
which includes the project, therefore no additional CEQA review
is required
-Project Completion Quarter FY_2010-11
Planning 22
Midgeminsula Regional Open Space Di t
FY 20W.10 Action Plan - Planning De pa ent
Project: Former Fletscher Property Demolition
Priority: 3
Program: Resource Planning and Stewardship
Core Function: Plan, design, and implement stewardship projects
Purpose: To remove all remaining and remnant structures and debris
associated with the former Fletscher life estate to restore the
natural landscape and eliminate a public nuisance
Project Manager: Gretchen Laustsen
Project Scope and . Conduct asbestos investigations and abatement as needed
Identifiable Contingencies: - Complete and release site cleanup bid package
. Enter into contract
. Complete structures and debris removal and minor site
re-contouring
. Restore site using native seed and netting
Resources & Coordination - Operations to assist with developing restoration plan,
Needed: including minor site re-contouring, seeding, and netting
. Legal to review CEQA determination
Budget Estimate: FY 2009-10: $95,200
Milestones FY 2009-10 . Feb 2009 Asbestos investigation
With Estimated Dates: . Feb 2009 Complete bid package and submit for
permits
. Feb-Mar 2009 Bidding process
. Mar 2009 Permit approval
. April 2009 Award site cleanup and asbestos
contract; CEQA determination
. June 2009 Complete site cleanup
. Sept-Oct 2009 Implement seeding and netting
Board/Committee
Board approval of project funding for FY 2009-10
Involvement: Board authorization to award contract
In 2008, the Board approved an amendment to the Preliminary
Use and Management Plan for the former Fletcher Property
allowing for site cleanup of all remaining structures and debris,
and restoration of the site to a natural condition
Project Completion Quarter 3Q FY 2009-10
Planning 23
Midp( sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: District-Wide Master Plan (Plan) I Regional Open Space
Study (ROSS) Updates
Priority: 2
Program: Geographic and Information Systems
Core Function: Ensure compliance with the California Environmental Quality
Act (CEQA) and other regulations, codes, and conditions of
approval
Purpose: To update the 1992 Plan and ROSS by incorporating the
Coastside Protection Area in accordance with the Service Plan
conditions of approval
Project Manager: Casey Cleve
Project Scope and Facilitate interdepartmental review and confirmation of
Identifiable Contingencies: methodology for the updates
• Continue research, data collection, and cartography to
include the Coastside Protection Area
• Develop an approach to integrate the Plan and ROSS
updates with updates to the Basic Policies
Resources & Coordination Real Property to assist with project scoping, confirmation of
Needed: preferred methodology, and review of milestones
Budget Estimate: FY 2009-10: $6,000
Milestones FY 2009-10 • Aug 2009 Prepare data and research methods
With Estimated Dates: • Nov 2009 Confirm methodology
• Mar 2010 Prepare draft updates for review
Board/Committee • Board approval of project funding for FY 2009-10
Involvement:
Project Completion Quarter 3Q FY 2010-11
Planning 24
MidWinsula Regional Open Space D'i 'pt
Sent
FY 20TF-10 Action Plan - Planning Depa
Project: El Corte de Madera Creek Open Space Preserve Staging
Area and Trail Improvements— Planning and Design
Priority:
Program: Public Access Improvements
Core Function: Plan, design, and implement access improvements
Purpose: To establish a new 65-car parking lot and associated trail
improvements to provide for safe and convenient visitor
enjoyment of the Preserve
Project Manager: Tina Hu
Project Scope and . Complete final traffic engineering to identify a Highway 35
Identifiable Contingencies: crossing location
. Complete CEQA analysis
. Prepare plans and specs and submit permit applications
Identifiable contingencies:
. Planning and design is partially funded by a Coastal
Conservancy bond-funded grant that is currently frozen by
the State; no bond-funded tasks can commence until receipt
of clearance by the State
. Construction of improvements is contingent upon securing
additional grant funding
Resources & Coordination - Legal to review CEQA document
Needed: . Operations to assist with review of plans and specs
Budget Estimate: FY 2009-10: $108,000
Milestones FY 2009-10 May 2009 Release CEQA document for public
With Estimated Dates: review
• July 2009 Board final approval of the U&M Plan
amendment to include the project and
CEQA Certification
Board/Committee Board approval of project funding for FY 2009-10
Involvement: Final Board approval of the U&M Plan Amendment and
CEQA Certification
Project Completion Quarter 3Q FY 2013-14
Planning 25
Midpr- sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: Thornewood Public Access Improvements
Priority:
Program: Public Access Improvements
Core Function: Plan, design, and implement stewardship projects and access
improvements
Purpose: To complete trail upgrades and stream channel restoration to
provide for safe visitor access and water quality improvements
Project Manager: Meredith Manning
Project Scope and • Construct ford across Dennis Martin Creek
Identifiable Contingencies: - Restore stream channel and former roadbed
Identifiable contingency:
Project is partially funded by a Prop 50 bond-funded grant that
is currently frozen by the State; no bond-funded tasks can
commence until receipt of clearance by the State
Resources & Coordination - Operations to construct improvements
Needed:
Budget Estimate: FY 2009-10: $88,500
Milestones FY 2009-10 • Oct 2009 End of construction (assumes clearance to
With Estimated Dates: continue work is received by April 2009)
Board/Committee • Board approval of project funding for FY 2009-10
Involvement:
Project Completion Quarter 3Q FY 2009-10
Planning 26
Mid insula Regional Open Space Di ct
FY 2MM10 Action Plan - Planning Depa0ent
Project: Alma College Conditions Assessment
Priori 3
Program: Public Access Improvements
Core Function: Plan, design, and implement stewardship projects and access
improvements
Purpose: To assess the feasibility and potential costs of rehabilitating the
former Alma College structures and landscape
Project Manager: Erica Simmons
Project Scope and • Hire consultant team (architectural / landscape historian,
Identifiable Contingencies: structural /geotechnical engineer, and bat biologist)
• Complete a site conditions assessment
• Prepare recommended treatment options with costs
• Compile final report
i
Resources & Coordination - Logistical support from Operations to allow safe entry into
Needed: structures
• Informational support from Real Property
• Coordination with Legal Program
I
Budget Estimate: FY 2009-10: $51,400
Milestones FY 2009-10 • Jan 2009 Refine project scope
With Estimated Dates: • Feb 2009 Release RFP
• Mar 2009 Retain consultant team
• Apr-June 2009 Prepare draft site conditions assessment
• July-Sept 2009 Prepare recommended treatment options
• Dec 2009 Compile final report
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • Board authorization to award consultant contract
Project
Completion Quarter 4Q FY 2009-10
Planning 27
Midpc sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
Project: Administrative Office Improvements, Phase II
i
Priori 1
Program: Staff Facility Improvements
Core Function: Plan, design, and implement staff facilities
Purpose: To complete the remodel of the District's Administrative Office
i
Project Manager: Tina Hugg
Project Scope and • Complete plans for kitchen and server room upgrades and
Identifiable Contingencies: workspace privacy enhancements
• Identify any additional HVAC modifications
• Solicit bids, contract for work
• Implement improvements
Resources & Coordination • Administration to assist with relocating supplies from the
Needed` storage room and kitchen prior to the start of construction
• IT to assist with remaining telephone and date line
connections
• Legal to review bid package and contract documents
Budget Estimate: FY 2009-10: $300,000
_ i drawingsand co
st
Review permit 2009 10 Feb 2009
Milestones FY p
With Estimated Dates: estimate
• Feb 2009 Finalize construction documents
• Feb-Mar 2009 Bidding process
• Mar 2009 Permit approval
• April 2009 Award construction contract
• June 2009 End of construction
Board/Committee • Board approval of project funding for FY 2009-10
Involvement: • Board authorization to award construction contract
Project Completion Quarter 3Q FY 2009-10
Planning ( 28
Middbinsula Regional Open Space D' t
FY 20 -10 Action Plan - Planning Depa, ant
Project: Skyline Field Office Remodel
Priority: 1
Program: Staff Facility Improvements
Core Function: Plan, design, and implement staff facilities
Purpose: To upgrade the Skyline Field Office to address deficient HVAC
system, lack of mudroom, and other priority issues
Project Manager: Tina Hugg
Project Scope and • Complete programming phase to identify project alternatives
Identifiable Contingencies: and costs
• Select preferred alternative, prepare CEQA findings, and
present to Board for approval
• Prepare plans and specs for expansion of field office
• Submit permit applications
Resources & Coordination - Operations to review and confirm scope and design of
Needed: improvements
• IT to assist with providing interim (during construction) and
final telephone and data line connections
• Legal to review bid package and contract documents
Budget Estimate: FY 2009-10: $445,000 (design and permitting)
Milestones FY 2009-10 Feb 2009 Define programming scope
With Estimated Dates: Mar 2009 Board approval of scope
• June 2009 Complete schematic design
• Aug 2009 Complete design development
• Dec 2009 Complete construction documents
• Jan 2009 Submit permit applications
• Feb-Mar 2010 Bidding process
Board/Committee Board approval of project funding for FY 2009-10
Involvement: Board approval of project description and CEQA
determination
• Board authorization to award construction contract
Project Completion Quarter 4Q FY 2010-11
Planning 29
Midpk sula Regional Open Space Dist
FY 2009-10 Action Plan - Planning Department
PROJECTS FOR FUTURE IMPLEMENTATION:
These are needed projects not yet scheduled for implementation.
Core Potential Future Projects - Advanced Planning Program
Function
A Stevens Canyon Ranch Comprehensive Use and Management Plan
B Development of an Off-Leash Dog Policy
Core Potential Future Projects - Resource Planning
Function & Stewardship Program
A Horseshoe Lake Inundation Stud
A Knobcone Pine Management Plan
A Resource management Strategic Plan Update
Core Potential Future Projects - Geographic and
Function Information Systems Program
C Acquire First Return Lidar Data
C Develop Old Growth Forest Layer
C Develop High Resolution Road and Stream Layers
C Wildlife Corridor Modeling
C Transition Sha efiles to G eodata bases
C Customize GIS Data ViewingIs
C Develop Adjacent Buildin Foot rint Layer
C Develop Multi-Scale Annotation Layers
C Formalize Interagency Data Sharing
C Signboard Map Redesign
Core Potential Future Projects - Public Access Improvements Program
Function
A Alpine Road Bypass
A School Road Upgrade
A Ward Road Upgrade
A, D Trails Accessibility Plan Update
A Minde o Ranch Structures Demolition
A Hicks Creek Ranch Structures Demolition
A Former Beatty Property Structures Demolition
A Black Mountain Trail Extension
A Alpine Road Area Trails Plan
A Feasibility Study to Ex and Lower Purisima Parking Lot
Core Potential Future Projects - Staff Facility Improvements Program
Function
A Foothills South Area Satellite Field Office Site Planning
A Administrative Office Relocation Plan
Planning 30
MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
PUBLIC AFFAIRS
DEPARTMENT
ACTION PLAN FY 2009-10
Midpeninsula Regional Open Space Di--.act
FY 2009-10 Action Plan - Public Affairs Department
PUBLIC AFFAIRS DEPARTMENT
The Public Affairs Department Action Plan for FY 2009-10 includes the department's basic policy
objective, core functions, ongoing activities, key projects that will require a significant amount of staff
j time and/or resources and projects under consideration for future implementation when sufficient
resources are available.
I
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Public Affairs) 2
� Regional O' Spa
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IFY Action Plan - Public Affairs DeWiment
Contents �
COREFUNCTIONS CHART..................................................................................................................4
KEYPROJECTS CHART.......................................................................................................................5
PROGRAMS..........................................................................................................................................u
BASICPOLICY OBJECTIVE .................................................................................................................O
COREFUNCTIONS...............................................................................................................................6
STAFFRESOURCES............................................................................................................................6
ONGOINGACTIVITIES ......................................................................................................................... /
KEYPROJECTS 2OO9-1CL................................................................................................................... 1O
MasterPlan Support.........................................................................................................................1O
Master Plan Support ued\......................................................................................................
11
Visitor Estimate Survey— PhmaaU| in ------------------------' 12
Trails" Program development------------------------------- 13
� District Coffee Table Picture Book....................................................................................................14
� New logo Implementation................................................................................................................. 15
eNatUFeWildlife Guides.................................................................................................................... 16 �
StateLegislation...............................................................................................................................17 �
FederalLegislation........................................................................................................................... 1O
Docent Program Recruitment and Training: OEL and NC ................................................................ 1S
InterpretiveSystemsPlans...............................................................................................................2O
ARMS Program Management -----------------------------------.21
UpgradeVolunteer Web Pages........................................................................................................32
� PROJECTS FOR FUTURE IMPLEMENTATION..................................................................................23
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Mid insula Regional Open Space Dit
FY 2009-4 Action Plan - Public Affairs Dep "t
CORE FUNCTIONS CHART
PUBLIC AFFAIRS DEPARTMENT
i
CORE FUNCTIONS ,
A. MAXIMIZE GENERAL PUBLIC'S AWARENESS,UNDERSTANDING,&INVOLVEMENT WITH DISTRICT
B. GENERATE SUPPORT AMONG OPINION LEADERS,KEY POLICYMAKERS'AND GENERAL PUBLIC FOR DISTRICT.,
ACQUISITION,PRESERVATION;RESTORATION&INTERPRETIVE/EDUCATION PROJECTS&PROGRAMS
j C. IMPLEMENT TOP;PRIORITIES OF LEGISLATIVE PLAN&PROTECT FUNDING STRUCTURE,,!
D.,OFFER VARIETY OF COMMUNITY PROGRAMS TO ENHANCE VISITOR EXPERIENCES&PROVIDE;
OPPORTUNITIES TO EDUCATE&INVOLVE PUBLIC IN PRESERVATION,RESTORATION&ENJOYMENT OF OPEN
SPACE,.
E, PROVIDE MATERIALS&INFORMATION TO COMMUNITY MEMBERS&PUBLIC OFFICIALS TO ENSURE FULL
KNOWLEDGE&UNDERSTANDING OF DISTRICT'S PURPOSE,PROGRAMS&ACTIVITIES
PUBLIC INFORMATION&
OUTREACH
PROGRAM
COMMUNITY AFFAIRS
PROGRAM
LEGISLATIVE,FUNDING&
ORGANIZATIONAL
RELATIONS
PROGRAM
Public Affairsl 4
Mid insula Regional Open Space Di ct
FY 200� Action Plan - Public Affairs DepMment
KEY PROJECTS CHART
PUBLIC AFFAIRS DEPARTMENT
KEY PROJECTS 2009-10
MASTER PLAN SUPPORT DOCENT RECRUITMENT 8 FEDERAL LEGISLATION
TRAINING: OEL AND NCH
VISITOR ESTIMATE INTERPRETIVE SYSTEMS
SURVEY_
PHASE III PLANS STATE LEGISLATION
IMPLE MENTATION
ARMS PROGRAM LEGISLATIVE,FUNDING&ORGANIZATIONAL
'HEALTHY TRAILS' MANAGEMENT RELATIONS PROGRAM
PROGRAM DEVELOPMENT
DISTRICT COFFEE TABLE UPGRADE VOLUNTEER
WEB PAGES
PICTURE BOOK
NEW LOGO COMMUNITY AFFAIRS PROGRAM
IMPLEMENTATION
eNATURE WILDLIFE
GUIDES
PUBLIC INF RMATION I OUTR A H PR RAM
Public Affairs) 5
Mid�insula Regional Open Space DiqWt
FY 2009-10 Action Plan - Public Affairs Dep'Wtment
PROGRAMS:
■ Public Information and Outreach
■ Legislative, Funding and Organizational Relations
■ Community Programs
BASIC POLICY OBJECTIVE:
The District educates and makes clearly visible to the public the purposes and actions of the District,
and actively encourages public input and involvement in the District's decision-making process and
other activities.
CORE FUNCTIONS:
A. Maximize general public's awareness, understanding and their involvement with the District.
B. Generate support among opinion leaders, key policyrnakers, and the general public for District
acquisition, preservation, restoration, and interpretive/education projects and programs.
C. Implement top priorities of the District's legislative plan and protect the District's funding
structure.
D. Offer variety of community programs, which enhance visitors' experiences, provide
opportunities to educate, and involve people in the preservation, restoration and enjoyment of
open space.
E. Provide District materials and information to community members and public officials, to ensure
full knowledge and understanding of the District, its programs and activities.
STAFF RESOURCES: (Stated in FTE's— Full Time Equivalents)
FTEs Position Title
1.0 Public Affairs Manager
1.0 Communications Specialist
1.0 Public Affairs Specialist
1.0 Web Content Coordinator
1.0 Volunteer Programs Coordinator
1.0 Docent Programs Coordinator
1.0 Community Programs Aide
1.0 Administrative Assistant
Public Affairs) 6
Midnsula Regional Open Space Dit
FY 2009- Action Plan - Public Affairs De ment
ONGOING ACTIVITIES:
These are the ongoing activities of this department to fulfill the department's Core Functions.
Core Function Ongoing Activities -Public Information and Outreach Program
A, B, E Media relations
• Promote regular media coverage of District activities and
accomplishments.
• Draft and place positive feature stories and op-eds.
• Respond to media reports and inquiries.
• Build relationships with reporters, conduct editorial board visits and
reporter briefings.
A, B, E Host special events and other noteworthy celebrations
• Host Artemas Ginzton Memorial Bench Dedication (spring 2009)
• Host Giant Salamander(ECdM) Trail Dedication (summer 2009)
• Host Bridle Trail Thornewood Opening fall 2009
A, B, D, E Quarterly newsletter Open Space Views, including 2008-09 Annual
Report (4 issues/yr--spring, summer, fall/Annual Report, winter
• Establish production timeline.
• Draft and edit articles and coordinate with staff.
• Determine graphics and images.
• Coordinate with the District's contract graphic designer.
• Coordinate with the District's contract printer and mail house.
A, D, E District's trail brochures and other printed materials
• Update trail/site maps and content for preserve brochures and reprint as
needed.
• Create new trail/site maps for preserve brochures (such as La Honda
Creek and Bear Creek Redwoods) & create new brochures for special
activities/topics such as geocaching and ticks/Lyme disease.
A, B, E Good Neighbor Policy
Hold an annual public meeting to review the Good Neighbor Policy and its
implementation and effectiveness.
A, B, E Tales & Trails
• Continue to promote the District's guidebook Tales & Trails.
A, E District Signs and Signboards
Work with the Planning Department to design, write, and edit content for
District signs and signboards.
A, B, E Planning Department Project Support
Continue to support the Planning Department in raising public awareness of
the Watershed Protection Program and the proposed staging area and trail
project at El Corte de Madera Creek Open Space Preserve.
A, B, E Advertisements
Develop District advertisements for public meetings, announcements, docent
and volunteer recruitment, etc., as needed.
A, B, D, E Web site and e-communications Management
• Develop and implement new features and tools to boost site appeal,
drive traffic, and improve accessibility for new user groups.
• Track site traffic and measure performance.
• Continue working with E-Nature to refine and promote the E-nature
wildlife guides.
Public Affairs) 7
Mid insula Regional Open Space Di ct _
FY 2009 Action Plan - Public Affairs Department
Core Function Ongoing Activities -Community Programs
A, B, D, E Year round docent-led outdoor activities
• Plan and schedule quarterly activities (including soliciting, reviewing,
revising proposals from OADs) and maintain database of volunteer
hours.
A, B, D, E Spaces & Species field trip program
• Solicit OEL availability and create field trip schedule twice/year.
• Field trip preparation - including invitations to participate, coordination
with schools, teachers, docents, field office, database of volunteer hours.
A, B, D, E; Spaces & Species curriculum revisions
• Review and revise Pre-and Post- Field Trip activity packet.
• Solicit OEL assistance to review and revise materials and
produce/publish new Passport.
A, B, D, E Community outreach events
• Nature Center opening weekend celebration.
• Attend community Earth Day events.
• Participate in minimum of two local farmers markets or similar events.
• Co-lead annual BART Cruz-a-Thon with Bay Area Ridge Trail Council.
• Provide onsite education and outreach at RSA and respond to incoming
requests from various or anizations for participation throughout year.
A, B, D, E Docent-led request activities
• Accept request hikes from public and solicit docent assistance.
A, B, D, E Nature Center operation and maintenance
• Schedule docent Nature Center Hosts to staff center on weekends and
OELs to staff school field trips.
Work with field staff to maintain center facilities, implement special
projects.
• Plan and im lement s ecial events.
A, B, D, E Collaboration with other agencies and organizations
• Work with local/regional professional training for peers in the field.
• Research and/or solicit other organizations for partnerships to provide
new outreach opportunities and extend networking contacts.
• Continue to explore opportunities to work with POST and other existing
or possible new partner organizations to provide joint training for
volunteers.
A, B, D, E Fremont Older House and Garden Tours
• Schedule, prepare, coordinate and implement tours.
A, B, D, E Volunteer Recognition Event
• Plan, coordinate, implement and evaluate event.
A, B, D, E Staff training — "Working with Volunteers"
• Schedule training sessions, update training presentations, and lead
• training sessions for new employees/refresher training for staff.
A, B, D, E Volunteer Group Outdoor Service Projects
• Schedule and coordinate 50+ outdoor service projects, including April
Earth Day and June Trail Days events.
Ongoing Activities—Community Programs (continued)
A, B, D, E Volunteer enrichment opportunities
Public Affairsi 8
Mi( insula Regional Open Space D' :t
FY 200. i Action Plan - Public Affairs De _Ament
• Schedule 3 to 4 guest speaker enrichment trainings or presentations for
volunteers and/or docents.
• Determine subjects and solicit guest speakers for indoor and/or field
presentations.
• Create an Enrichment Events Calendar.
• Create and administer pre-season & post-season surveys to solicit topics
and evaluate trainings.
A, B, D, E Volunteer Trail Patrol program expansion
• Recruit hikers, runners, mountain bicyclists, and equestrians for the 2009
class.
• Meet with contacts from IMBA-NMBA to recruit members from national
ranks.
• Coordinate and lead 2009 Training Program
A, B, D, E Volunteer Trail Patrol —Team Patrol Program
• Work with Operations to determine which preserves would benefit from
Team Patrol Days and lead Patrol Day.
• Schedule, recruit, coordinate program.
A, B, D, E Special Project Volunteers— Field &Office
• Review special project requests from potential volunteers and match with
appropriate staff member and review staff requests and recruit and/or
match them with current volunteers.
A, B, D, E Volunteer Database Management
• Meet with database consultant to upgrade the current volunteer
database and direct the integration process into the new District-wide
Contact Database.
Monitor/test new system; provide feedback, make adjustments.
A B, D, E Volunteer E-Communication
• Create and send quarterly calendars of Outdoor Service Projects.
• Create and send periodic newsletters.
• Provide sidebar links to important and timely information.
Al B, D, E Interagency Volunteer Management Communication
• Host and attend Volunteer Roundtable meetings and trainings.
• Host and attend meetings with program coordinators from adjacent
counties.
• Share and discuss similar program challenges, successes and potential
training collaborations.
Public Affairs) 9
MidlOinsula Regional Open Space Di c:t
FY 2009-1, Action Plan - Public Affairs Department
KEY PROJECTS 2009-10:
Project: Master Plan Support
Priority: I
Program: Public Information and Outreach
Core Function: A- Maximize public awareness, involvement
Purpose: Manage District's communications and public outreach during
the adoption and implementation of the Sierra Azul/Bear
Creek Redwoods and La Honda Open Space Preserve
master plans.
Project Manager: Leigh Ann Maze
Project Scope and Publicize events, draft information materials such as
Identifiable Contingencies: backgrounders and fact sheets, supply information to the
media, communicate with constituents and help at staff
events.
Other Resources & Work with Planning department.
Coordination Needed:
Preliminary Budget Estimate: FY 2009-10: Staff Time
Milestones FY 2009-10 For La Honda, support Planning during the following
With Estimated Dates: milestone events:
0 April 2009 Draft Master Plan release, 1 st Public
Hearing (tentative approval)
0 May 2009 Draft Plan edits
0 June 2009 Finalize CEQA document
* July-Aug 2009 Circulate CEQA document; receive
comments
0 Sept 2009 2nd Public Hearing (final plan adoption,
CEQA Certification)
For Sierra Azul/Bear Creek Redwoods support Planning
during the following milestone events:
• April 2009 Complete Admin Draft Plan/Admin
Draft EIR
• June 2009 Release of Draft Plan and DEIR
• July 2009 Open House with full Board
• Oct 2009 Assemble Final EIR with comments
received to date and their responses
• Nov 2009 1 st Public Hearing (tentative adoption)
• Feb 2010 Complete Final Master Plan and EIR;
2nd Public Hearing (plan adoption and
CEQA certification)
Public Affairs) 10
Mid insula Regional Open Space Di w"ct
FY 2000po Action Plan - Public AffairsDement
Project: Master Plan Support(continued)
Priority: I
Board/Committee For La Honda:
Involvement: a Board approval of project funding for FY 09/10
0 Board review of the Draft Master Plan
0 Tentative Board Adoption of the Draft Master Plan
0 Board review of the Final Master Plan and CEQA
document
0 Board Final Adoption & CEQA Certification of the Master
Plan For Sierra Azul/Bear Creek Redwoods
. Board approval of project funding for FY 09/10
0 Ad Hoc Committee meetings to review Admin Draft
Plan/DEIR
. Board review of Draft Master Plan and DEIR
0 Board attendance at Open House
0 Tentative Board Adoption of the Draft Master PlanBoard
review of Final Master Plan and Final EIR
0 Board Final Adoption of the Master Plan & CEQA
Certification
Project Completion Quarter 4Q 2009-10
Public Affairs) 11
Mid 'nsula Regional Open Space Di t
FY 200b-.j Action Plan - Public Affairs De cment
Project: Visitor Estimate Survey— Phase III implementation
Priority: 2
Program: Public Information and Outreach
Core Function: A- Maximize public awareness, involvement
E - Provide District materials, information
Purpose: To estimate the number of visitors to District preserves in
different seasons.
Project Manager: Kristi Britt
Project Scope and Preserves to be surveyed using infrared trail counters at
Identifiable Contingencies: multiple entry locations for a designated minimum two-week
period include:
• Los Trancos
• Saratoga Gap
• Coal Creek
• Foothills
• Stevens Creek Shoreline Nature Study Area
• Rancho San Antonio
• El Sereno
• Pulgas Ridge
Other Resources & Work with the Operations department
Coordination Needed: • Assistance with equipment installation & removal.
• Check equipment if needed.
Preliminary Budget Estimate: FY 2009-10: $1,000.00 + $4,000.00 for contingent employees
Milestones FY 2009-10 Intern advertising & selection (if needed) (Sept./Oct.
With Estimated Dates: 2009)
• Survey season preparation (Nov. 2009)
• Active surveying at designated preserves (Dec. 2009,
Jan. & Feb. 2010)
• Season wrap up (removal of equipment, final download of
survey numbers) (Mar. 2010)
• Draft report memo to Board & staff(Mar. 2010)
Board/Committee Report to be submitted to the Board March 2010.
Involvement:
Project Completion Quarter 4Q 2009-10
Public Affairs) 12
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Mie insula Regional Open Space Di
FY 2M, i Action Plan - Public Affairs DeMment
Project: "Healthy Trails" Program development
Priority: I
Program: Public Information and Outreach
Core Function: A- Maximize public awareness, involvement
B - Generate public support
D - Offer community programs
E - Provide District materials, information
Purpose: Incentive program to encourage people to improve their
health by recreating on District preserves; improve
knowledge of the District.
Project Manager: Kristi Britt
Project Scope and • Continue program research, including creating potential
Identifiable Contingencies: partnerships with health organizations and wellness-
oriented businesses.
• Develop program proposal, including establishing
partnerships through formal agreements.
Future Fiscal Year:
• Production of program materials, including program guide,
which includes trail/preserve route maps prepared by
Planning department staff.
• Launch of program.
9 Maintenance of program.
Other Resources & Work with Planning and Operations Departments and Legal
Coordination Needed: Program:
9 Planning will develop trail/preserve map routes
customized for the program and review map proofs prior
to printing.
• Operations staff may contribute to trail/preserve routes
chosen and provide trail/preserve background
information. Also potential for rangers to lead selected
"healthy trail" program activity (hike/ride) for the public.
• Legal Program to assist in developing agreements.
Preliminary Budget Estimate: FY 2009-10: $5,000.00
Milestones FY 2009-10 • Continue program research, including creating potential
With Estimated Dates: partnerships with health organizations and wellness-
oriented businesses. (Apr.-Oct. 2009)
0 Develop program proposal, including formally establishing
partnerships through agreements.
(Nov. 2009-Mar. 2010)
Project_Completion Quarter 4Q 2009-10
Public Affairsl 13
Mid&insula Regional Open Space Di ;t
FY 2009T0 Action Plan - Public Affairs Department
Project: District Coffee Table Picture Book
Priority: 2
Program: Public Information and Outreach
Core Function: A - Maximize public awareness, involvement
B - Generate public support
E - Provide District materials, information
Purpose: Celebrate the District's 40th anniversary; improve
constituents' knowledge of the District.
Project Manager: Kristi Britt
Project Scope and Conduct early phase research and further scope the
Identifiable Contingencies: project with the District's LFPAC Committee.
> Establish an outline of the book content with the
LFPAC Committee and key District staff.
> Explore potential partnerships with photographer(s)
and/or other contributors.
• Draft photographer/writer/artist RFP.
Future Fiscal Years:
* Distribute & award photographer/writer/artist RFP.
> Determine authorship budget.
> Establish material creation timeline.
* Draft photographer/writer/artist contract.
e Photographer/writer/artist drafts manuscript, collects
photos & artwork; bi-monthly check in with staff& review
of materials.
* Draft publisher/production RFP.
• Distribute & award publisher/production RFP.
> Determine publisher/production budget.
> Establish production timeline.
• Draft publisher/production contract.
9 Staff final review of manuscript/photos/artwork in
preparation for providing to publisher.
e Editorial/production/review/print schedule begins with
publisher.
* Book produced and delivered.
Preliminary Budget Estimate: FY 2009-10: $1,000-00
Milestones FY 2009-10 Conduct early phase research and further scope the
With Estimated Dates: project with the District's LFPAC Committee. (Apr. 2009 —
Feb. 2010).
>Establish an outline of the book content with the
LFPAC Committee and key District staff.
>Explore potential partnerships with photographer(s)
and/or other contributors.
Draft photographer/writer/artist RFP (Mar. 2010).
Board/Committee LFPAC to provide input on early phase research and project
Involvement: scope, including review of the book outline.
Project Completion Quarter 4Q 2009-10
Public Affairs) 14
mi( insula Regional Open Space D' t
FY 200, 1 Action Plan - Public Affairs De,- tment
Project: New logo Implementation
Priority: I
Program: Public Information and Outreach
Core Function: A - Maximize public awareness, involvement
Purpose: Continue to implement the new District logo to establish a
stronqer District brand identity.
Project Manager: Kristi Britt
Project Scope and 0 As needed, continue to work with District departments to
Identifiable Contingencies: implement the new logo.
0 Transition the volunteer uniform items to the new logo.
0 Continue to develop, in coordination with the logo graphic
design consultant, a broad District Identity Guideline to
ensure consistent use of the District's identity.
9 Work with the District's Legal Program to trademark the
logo.
Other Resources & Work with District departments, as needed, to continue to
Coordination Needed: implement the new logo. Work with the District's Legal
Program to trademark the logo.
Preliminary Budget Estimate: FY 2009-10: $24,275.00
Milestones FY 2009-10 0 As needed, continue to work with District departments to
With Estimated Dates: implement the new logo. (Ongoing)
0 Transition the volunteer uniform items to the new logo.
0 Continue to develop, in coordination with the logo graphic
design consultant, a broad District Identity Guideline to
ensure consistent use of the District's identity. (Ongoing)
0 Work with the District's Legal Program to trademark the
logo: Apply during 1 st Quarter of the FY.
Board/Committee None
Involvement:
Project Completion Quarter 009-10
Public Affairs) 15
Midi insula Regional Open Space Di t
FY 2009-10 Action Plan - Public Affairs Depailment
Project: eNature Wildlife Guides
Priority: 2
Program: Public Information and Outreach
Core Function: A- Maximize public awareness, involvement
B - Generate public support
D - Offer community programs
E - Provide District materials, information
Purpose: Online resource to improve constituents' knowledge of the
District and the natural environment; establish the District as
the resource expert for flora and fauna found on its
preserves; increase the District's outreach and involvement
with community groups.
Project Manager: Kristi Britt
Project Scope and * In coordination with Shearwater, Inc. launch the eNature
Identifiable Contingencies: Wildlife Guides on the District's Web site.
• As the launched Wildlife Guides will be in Beta for an
established timeframe, follow up on any technical issues
that arise.
• Work with District volunteers to further customize the
guides to District preserves as needed.
Other Resources &
Coordination Needed:
Preliminary Budget Estimate: FY 2009-10: $1,000-00
Milestones FY 2009-10 0 Project is contingent upon Shearwater's ability/availability
With Estimated Dates: to support the program.
0 In coordination with Shearwater, Inc. launch the eNature
Wildlife Guides on the District's Web site. (Sept. 2009)
0 As the launched Wildlife Guides will be in Beta for an
established timeframe, follow up on any technical issues
that arise. (1 5t Beta: Dec. 2009, 2 nd Beta: Mar. 2010)
0 Work with District volunteers to further customize the
guides to District preserves as needed. (Ongoing.)
Board/Committee Report to be submitted to the Board when the project
Involvement: launches on the District's Web site.
Project Completion Quarter 4Q 2009-10 (2-year contract agreement—contract will begin
when receipt of signed original is returned from Shearwater)
Public Affairsi 16
Mid insula Regional Open Space Di
t
*0 l
FY 200 Action Plan - Public-Affairs De*ment
Project: State Legislation
Priority:
Program: Legislative, Funding and Organizational Relations
Core Function: C - Implement top priorities of the District's legislative plan
Purpose: Sponsor and support the Board-approved Legislative
Program.
Project Manager: Rudy Jurgensen
Project Scope and Work with the District's legislative advocate and with
Identifiable Contingencies: legislators and their staff to sponsor and support the Board-
approved Legislative Program. Update Legislative Program
to respond to changing political landscape. Seek coordination
and support from other special districts.
Other Resources & Work with Operations, Real Property, Planning, Legal
Coordination Needed: Program as needed.
Preliminary Budget Estimate: FY2009-10:
Milestones FY 2009-10 Milestones cannot be determined as this project is dependent
With Estimated Dates: on the unpredictable legislative process.
Board/Committee Periodic review by the Legislative, Funding and Public Affairs
Involvement: Committee
Project Completion Quarter 4Q 2009-10
Public Affairsi 17
Midleinsula Regional open Space Di4&t
FY 2009--10 Action Plan - Public Affairs DepYrtment
Project: Federal Legislation
Priority: I
Program: Legislative, Funding and Organizational Relations
Core Function: C - Implement top priorities of the District's legislative plan
Purpose: Sponsor and support the Board-approved Legislative
Program.
Project Manager: Rudy Jurgensen
Project Scope and Work with members of Congress and State and local agency
Identifiable Contingencies: leaders to develop and implement a strategy to carry out the
Board-approved legislative program, including to seek federal
legislative assistance in securing funding for the cleanup of
the former Almaden Air Force Station at Mt. Umunhum in
Sierra Azul Open Space Preserve.
Other Resources & Work with Operations, Real Property, Planning, Legal
Coordination Needed: Program as needed.
Preliminary Budget Estimate: FY 2009-10: Staff time
Milestones FY 2009-10 Milestones cannot be determined as this project is dependent
With Estimated Dates: on the unpredictable legislative process.
Board/Committee Periodic review by the Legislative, Funding and Public Affairs
Involvement: Committee.
Project Completion Quarter 4Q 2009-10
Public Affairs) 18
Mie insula Regional Open Space D' 1
FY 200b- 0 Action Plan - Public Affairs Dek- cment
Project: Docent Program Recruitment and Training: OEL and NC
Priority: I
Program: Community Programs- Maximize public awareness,
involvement
Core Function: B - Generate public support
D - Offer community programs
E - Provide District materials, information
Purpose: Investigate new approaches to recruitment options for these
two docent programs and recruit, screen and train new
docents for OEL and NCH programs. Provide 3-4 enrichment
trainings for existing docents.
Project Managers: Ren&e Fitzsimons, Jennifer Williams
Project Scope and * Review and analyze existing and past recruitment
Identifiable Contingencies: methods.
• Research new methods and venues for successful
recruitment of OEL and NCH docents.
• Implement new recruitment methods.
• Prepare (recruit/screen) for and provide a summer 2009
OEL and NCH training for interested applicants.
Other Resources & Coordinate with outside organizations/agencies that provide
Coordination Needed: sources of volunteers or programs for reaching volunteers.
Preliminary Budget Estimate: FY 2009-10: Staff Time.
Milestones FY 2009-10 * Research: March 2009
With Estimated Dates: o Train docents: Summer 2009
e New docents start"shadowing": Fall 2009
* New docents take lead roles: Spring 2010
Board/Committee None
Involvement:
Project Completion Quarter 402009-10
Public Affairs) 19
Mid insula Regional Open Space U 1
FY 2009- 0 Action Plan - Public Affairs Del_.tment
Project: Interpretive Systems Plans
Priority: 2
Program: Community Programs
Core Function: A - Maximize public awareness, involvement
B - Generate public support
D - Offer community programs
E - Provide District materials, information
Purpose: Provide a more meaningful experience for visitors and
educate them about the value of the natural environment.
Project Manager: Ren&e Fitzsimons
Project Scope and • For all District preserves research and begin preparing a
Identifiable Contingencies: comprehensive long-term interpretive systems plan that
ties into the District's strategic plan.
• Integrate previous goals for a project/display for the Red
Barn at La Honda Creek Preserve and for a self-guided
interpretive "nature discovery" trail around Alpine Pond at
Skyline Ridge Preserve into the District-wide interpretive
systems plan.
Other Resources & Planning, Operations, Legal Program
Coordination Needed:
Preliminary Budget Estimate: FY 2009-10: $10,000
Milestones FY 2009-10 • Request and compile samples of other agencies'
With Estimated Dates: interpretive plans as examples of approach and breadth.
May 2009.
• Determine scope and priorities of a plan in-house; possibly
establish a committee. July 2009.
• Solicit RFPs from interpretive consultants. August 2009.
• Review proposals, select and contract with a consultant.
October 2009.
0 Work with consultant to research interpretive opportunities
based on natural and cultural resources of each preserve.
November 2009—January 2010.
• Begin drafting the interpretive plan. March 2010.
Next FY:
• Finalize the plan including a matrix for prioritizing projects
and an implementation schedule.
Board/Comm
iffee None
Involvement:
Project Completion Quarter 4Q.2009-10
Public Affairs) 20
Middbinsula Regional Open Space Di t
FY 2009070 Action Plan - Public Affairs Detment
Project: ARMS Program Management
Priority:
Program: Community Programs
Core Function: A- Maximize public awareness, involvement
B - Generate public support
D - Offer community programs
,II' E - Provide District materials, information
Purpose: Provide increased opportunities for District volunteers to
assist with the Resource Management Program and Strategic
Plan.
Project Manager: Paul McKowan
Project Scope and 0 Monitor and make necessary adjustments to the new
Identifiable Contingencies: Advanced Resource Management Steward program.
• Work w/ Operations to determine and develop interim
field management leadership until new position can be
created.
• Schedule and lead follow-up meetings and training
sessions with volunteers and involved staff.
• Record and report volunteer hours and
accomplishments.
Other Resources & Operations
Coordination Needed:
Preliminary Budget Estimate: $500 supplies; $200 training
Milestones FY 2009-10 •* Determine and implement field supervision system w/
With Estimated Dates: Operations (June 2009).
0 Monitor new field supervision system to ensure
volunteers are receiving timely, useful responses to their
questions and requests (November 2009).
* Organize and lead a staff/volunteer meeting to discuss
program success, challenges, etc. (Jan 2010)
0 Discuss 2010—2011 plan/potential for half-time field
supervision (Jan 2010).
Board/Committee Staff will provide feedback regarding program progression
Involvement: and may come back in 2010-2011 with second request for
half-time field supervisory position.
Project Completion Quarter 4Q 2009-10
Public Affairs) 21
Mid insula Regional Open Space D` t
FY 2009--10 Action Plan - Public Affairs Department
Program: Upgrade Volunteer Web Pages
Core Function:
Priority: Community Programs
Project: A— Maximize public awareness, involvement
D— Offer community programs
E— Provide District materials, information
Purpose: Provide better recruitment and marketing opportunities and
new 'cyberspace' training features.
Project Manager: Paul McKowan
Project Scope and o Create online training systems to enhance and "green'
Identifiable Contingencies: some volunteer training sections.
e Upgrade Volunteer Home Page to include pictures of
volunteers, personal stories, and other enhanced
recruitment elements.
• Recruit and partner with school film/video programs to
create instructive and fun refresher training videos to be
uploaded to the appropriate volunteer pages.
Other Resources & None
Coordination Needed:
Preliminary Budget Estimate: Staff time; $1,000 for video reimbursement fees
Milestones FY 2009-10 o Create on-line quizzes for graduating Crew Leader and
With Estimated Dates: Volunteer Trail Patrol volunteers (June 2009).
o Contact local schools and form partnership for creating
video clips for volunteer pages (July 2009).
o Beta test and upload new video clips and enhanced
pages (October 2009).
o Send evaluations to volunteers regarding new features
(February 2010).
Board/Committee Staff will send Board links to new pages and training videos.
Involvement:
Project Completion Quarter 4Q 2009-10
Public Affairs) 22
Midepinsula Regional Open Space Di ct
FY 2009'f0 Action Plan - Public Affairs De ent
PROJECTS FOR FUTURE IMPLEMENTATION:
These are needed projects not yet scheduled for implementation.
Core
Function Potential Future Projects — Public Affairs Program
A, B, D, E After Operation's completion of Phase II of the Alpine Pond Long-term
management project, create a self-guided interpretive "nature discovery" trail
around Alpine Pond at Skyline Ridge Preserve.
A, B, D, E Educate the public about a future District trail accessibility Ian/trail rating system
I
Public Affairs) 23
MIDPENINSULA REGIONAL OPEN SPACE DISTRICT
REAL PROPERTY
DEPARTMENT
ACTION PLAN FY 2009-10
Midpeninsula Regional Open Space , trict
FY 2009-10 Action Plan - Real Property Department
REAL PROPERTY DEPARTMENT
The Real Property Department Action Plan for FY 2009-10 includes the department's basic policy
objective, core functions, ongoing activities, key projects that will require a significant amount of
staff time and/or resources and projects under consideration for future implementation when
sufficient resources are available.
Real Property 2
Midper, ula Regional Open Space I trict
FY 2009-10 Action Plan - Real Property Department
PROJECTS FOR FUTURE IMPLEMENTATION:
These are needed projects not yet scheduled for implementation.
Core
Function Potential Future Projects - Land Purchase Program
A POST Madonna Creek Addition to Mills Creek OSP
A, B Saratoga to Skyline Sanborn Connection
A Lobner Lot Line Adjustment, Monte Bello OSP
A Pursue Redwood Park "Paper Subdivision" Parcels at Purisima Creek Redwoods
OSP
Core
Function Potential Future Projects - Property Management Program
E Bear Creek Redwoods Stables Lease
E Former Hicks Creek Ranch Stable Structure Disposition, Sierra Azul Open Space
Preserve
E Former POST/Mindego Ranch Structure Disposition, Russian Ridge Open Space
Preserve
Core
Function Potential Future Projects - Land Protection Program
D Resolve Woods Trail ownership dispute at Sierra Azul OSP.
D Improve understanding with neighboring property on District's use of access
easement at Fremont Older OSP.
Real Property 24
Midpenie"la Regional Open Space 1* ict
FY 2009-10 Action Plan - Real Property Dt-,drtment
Project: Youngblood Encroachment
Priority: 3
Program: Land Protection
Core Function: D. Protect District interests in land by resolving conflicts arising
from easement and encroachment issues.
Purpose: Resolve encroachment at Sierra Azul OSP through a land
exchange and lot line adjustment (LLA), consistent with District
goal of net benefit to open space mission.
Project Manager: Michael Reeves, Real Property Specialist
Project Scope and Structure a land exchange to reconfigure the Youngblood
Identifiable Contingencies: property such that no encroachment remains on District land,
with a net gain in protected open space acreage.
Other Resources & Consult with Planning and Operations on use and management
Coordination Needed: recommendations. Work with Legal Program on transactional
documents.
Budget Estimate: No hard costs. Youngblood responsible for all survey and LLA
application costs.
Milestones FY2009-10 & 15 Quarter of FY— Draft Exchange Agreement.
Estimated Dates: 2 nd Quarter of FY— Bring executed Exchange Agreement to
Board for approval.
Board/Committee Board approval of proposed Exchange Agreement.
Involvement:
Project Completion Timetable for completion of LLA will be driven by the County
and the applicant (Youngblood).
Real Property 23
Midpen*ula Regional open Space 19trict
FY 2009-10 Action Plan - Real Property Department
Project: Design Review of Proposed Site Improvements on
Stringer/Harper Private In-holding at Russian Ridge OSP
2
Priority:
Program: Land Protection
Core Function: D. Protect District interests in land by resolving conflicts arising
from easement and encroachment issues.
Purpose: Ensure that the proposed private residence remodel and
ancillary site improvements comply with the terms of covenants
and restrictions granted to the District to protect the scenic and
other open space resources at Russian Ridge OSP.
Project Manager: Michael Reeves, Real Property Specialist
Project Scope and Conduct design review of proposed house remodel and
Identifiable Contingencies: ancillary improvements as stipulated in the Covenant of
Restrictions granted to the District by the prior property owner
(Aitken). Ensure that intent of protective covenants is upheld.
Other Resources & Consult with Planning and Operations on evaluating impact of
Coordination Needed: proposed private residential improvements on surrounding
District lands.
Budget Estimate: No hard costs. Owners of inholding responsible for obtaining
permits.
Milestones FY 2009-10 & Vt Quarter of FY— Complete design review and negotiation for
Estimated Dates: any amendment to Covenant of Restrictions.
Board/Committee Possible Board approval needed if amendment to Covenant of
Involvement: Restrictions is proposed that will benefit the District's open
space protection mission.
Project Completion 1st Quarter of FY 2009-10 — Complete design review.
2 nd Quarter of FY 2009-10 -- Board approval of amendment to
Covenant of Restrictions if necessary.
Real Property 22
Midpeni&ula Regional Open Space 1* ]ct
FY 2009-10 Action Plan - Real Property Dt.,.drtment
Project: Resolution of Kennedy Trail Access
Priority: I
Program: Land Protection
Core Function: D. Protect District interests in land by resolving conflicts arising
from easement and encroachment issues.
Purpose: Resolve neighboring fence obstruction at Kennedy Trail to
improve public recreational trail safety and emergency access
into Sierra Azul OSP.
Project Manager: Michael Reeves, Real Property Specialist
Project Scope and Negotiate resolution of fence encroachment from the travel way
Identifiable Contingencies: of Kennedy Trail and appropriate improvements to culvert to
protect this section of trail from future erosion and failure, or
pursue legal remedies.
Other Resources & Coordination with Planning and Operations and District's
Coordination Needed: contract geotechnical consultant on developing
recommendations and implementing appropriate improvements
to culvert. Work with Legal Program on agreement with
property owner and potential remedies if negotiations not
successful.
Budget Estimate: No hard costs for negotiated solution. Planning will budget for
culvert design and permitting costs.
Milestones FY 2009-10 & Contingent upon negotiations. with neighboring property owner.
Estimated Dates:
Board/Committee Board approval of agreement with neighboring property owner
Involvement: or approval of litigation.
Project Completion 3 Id Quarter of FY 2009-10
Real Property 21
Midpen ula Regional Open Space I rict
FY 2009-10 Action Plan - Real Property Department
Project: Gullicksen Landfill Removal and Site Restoration
Priority: 1
Program: Land Protection
Core Function: D. Protect District interests in land by resolving conflicts arising
from easement and encroachment issues.
I,
Purpose: Removal and remediation of illegal landfill located immediately
adjacent to District lands at Saratoga Gap OSP.
Project Manager: Michael Reeves, Real Property Specialist
Project Scope and Coordinate with the County of Santa Clara in its enforcement
Identifiable Contingencies: action to obtain the cooperation of property owners in removing
and restoring an illegal landfill site located immediately upslope
of District lands and a tributary to Stevens Creek:
1. Stabilize outboard slope of landfill to help prevent
further slope failure over winter.
2. Removal of all fill off-site.
3. Site restoration
Other Resources & Coordination with Planning and District's contract geotechnical
Coordination Needed: consultant on review of remediation plan developed by
Gullicksen. Work with Planning and Legal Program on
developing Permit to Enter that satisfies District site restoration
objectives.
Budget Estimate: $5,000 in FY 2009-10 for contract geotechnical review.
Milestones FY 2009-10 & 2 Id Quarter— Board approval of remediation plan and Permit to
Estimated Dates: Enter.
3rd Quarter— Fill material removed from site.
Board/Committee Board approval of landfill remediation plan and permit to enter.
Involvement:
I ,
Project Completion FY 2010-11 for final remediation and site restoration.
Real Property 20
Midpen' da Regional Open Space 17 ict
FY 2009-10 ,Aion Plan - Real Property Dt;,,.drtment
Project: Ridge Vineyards Property Exchange
Priority: 1
Program: Land Protection
Core Function: D. Protect District interests in land by resolving conflicts arising
from easement and encroachment issues.
Purpose: Protect scenic ridgeline at Monte Bello Open Space Preserve,
resolve historic encroachment and enhance historic and
compatible agricultural uses.
Project Manager: Sandy Sommer, Senior Real Property Planner
Project Scope and Draft and finalize Exchange Agreement documents for fee and
Identifiable Contingencies: easement property interests, finalize and circulate mitigated
negative declaration, update appraisal, obtain Board approval.
Other Resources & Consult with Planning & Operations for Use and Management
Coordination Needed: Recommendations, Work with Legal Program on CEQA &
transactional documents. Public Affairs for media outreach.
Budget Estimate: $25,000 in FY 2009-10
Milestones FY 2009-10 & ➢ Close Escrow on fee transfer 2 nd Quarter FY 2009/2010
Estimated Dates: ➢ Close Escrow on easement transfer 4th Quarter FY
2009/2010
Board/Committee Real Property Committee
Involvement:
Project Completion Complete Exchange Transaction 4Q 2009-10
Real Property 19
Midpen&ula Regional Open Space I 'rict
FY 2009-10 Action Plan - Real Property Department
Project: Property Management Software
Priority: 3
Program: Property Management
Core Function: E. Manage District's real property assets and revenue-
producing activities.
Purpose: To increase efficiencies in handling tenant issues and
centralizing key tenant information.
Project Manager: Elaina Cuzick, Real Property Specialist
Project Scope and -Analyze Property Management requirements
Identifiable Contingencies: -Develop requirements document
-Review software vendor offerings
-Test vendor software choices for best fit if possible
-Make recommendation
-Purchase software
-Integrate all current property management information into
software
Deliverable: Multi-user system for tenant tracking and
information retrieval.
Other Resources & None
Coordination Needed:
Budget Estimate: $3,000
Milestones FY 2009-10 & - Requirements document—October 2009
Estimated Dates: - Select software — December 2009
- System up and running — February 2010
Board/Committee None
Involvement:
Project Completion: October 2009
Real Property 18
Midpen' i1a Regional Open Space D' ict
FY 2009-10 . -.tion Plan - Real Property Defartment
Project: Picchetti Winery Implementation Plan — Drainage
Priority: Restoration
2
Program: Property Management
Core Function: E. Manage District's real property assets and revenue-
producing activities.
Purpose: Work with Planning and Operations to implement the drainage
restoration as outlined in the implementation plan.
Project Manager: Elaina Cuzick, Real Property Specialist
Project Scope and - Work with Planning to develop overall plan/schedule for the
Identifiable Contingencies: project
- Work with Operations/Planning to ensure restoration work
is completed
- Coordinate with tenant on project timing and possible site
impacts during the remediation
- Handle project issues along with Planning, Operations, and
tenant as they arise
Deliverable: Completion of the remediation at the site
Other Resources & Planning —Overall Project Plan
Coordination Needed: Operations—Implementation of the Drainage Restoration
Budget Estimate: $4,000 will be refunded by tenant; Staff time
Milestones FY 2009-10 & Dependent on time available from Planning and Operations.
Estimated Dates:
Board/Committee None
Involvement:
Project Completion: Depends on Planning and Operation Resources
Real Property 17
Midper. ula Regional Open Space Strict
FY 2009-10 Action Plan - Real Property Department
Project: Bi-annual Contractor Bid Process
Priority: 2
Program: Property Management
Core Function: E. Manage District's real property assets and revenue-
producing activities.
Purpose: Develop bi-annual agreements for repair and maintenance
contracts. Implement process with two contractors for this fiscal
year.
Project Manager: Elaina Cuzick, Real Property Specialist
Project Scope and - Review and revise current public contracting
Identifiable Contingencies: policy/contracts to implement changes as needed.
- All departments current policy and associated contracts
to verify desired revisions.
- Upon Board approval issue bids for Painting and
General contractors
- Select a contractor in each category for FY 2009—2010
& 2010 —2011.
Deliverables:
- Revised policy if needed
- Bi-Annual Contracts with 2 contractors for key services
Other Resources & All departments for review of process.
Coordination Needed: Legal for review of legal al documents.g 9
Budget Estimate: Staff time
Painting: $38,500 (2009); $20,000 (2010)
General Contractor: $13,000 (2009); $14,000 (2010)
Milestones FY 2009-10 & Review/revise current policy/contracts—April 2009
Estimated Dates: Depts. Review/revise/policy/contracts —May 2009
Board approval —May 2009
Bids issued — May 2009
Contractor selected—June 2009
Board/Committee Administration & Budget Committee
Involvement:
Project Completion:— June 2009
Real Property 16
Midpenigpla Regional Open Space D' ict
FY 2009-10 Abtion Plan - Real Property Department
Project: New Land Rental Property Transition
Priority: 1
Program: Property Management
Core Function: E. Manage District's real property assets and revenue-
produ ing activities.
Purpose: Transition rental structures associated with new land purchases
into the Property Management Program
Project Manager: Elaina Cuzick, Real Property Specialist
Project Scope and For the following structures:
Identifiable Contingencies:
- Purisima-to-the-Sea structures (contingent on purchase):
POST/Blue Brush Canyon (1)
POST/Lobitos Ridge (2)
-Additional structures from new land purchases
1) Assess overall condition of residence
2) Make repairs and clean residence
3) If residence does not have a current tenant—list the
residence for rent
4) Enter into lease with either current tenant or new tenant.
Other Resources & Rental Agreements— Legal
Coordination Needed: Operations
Budget Estimate: To be determined with structures inspections as part of land
purchase due diligence process
POST (Blue Brush Canyon) —July 2009
Milestones FY 2009-10 & POST (Lobitos Ridge) —January 2010
Estimated Dates: Other residences—as needed
Board/Committee Real Property Committee
Involvement:
Project Completion: See Milestones
Real Property 15
MidpeL mla Regional Open Space letrict
FY 2009-10 Action Plan - Real Property Department
Project: District Communication Leases
Priority: I
Program: Property Management
Core Function: E. Manage District's real property assets and revenue-
produ ing activities
Purpose: To create new communication leases or renew/revise leases as
required. Where possible, investigate cooperative leases with
key communication tenants to enhance the communication
capability of the new District Radio system.
Project Manager: Elaina Cuzick, Real Property Specialist
Project Scope and The following leases are up for renewal amendments:
Identifiable Contingencies: - AT&T
- Metro PCS
New leases:
- C&C Equipment—add GGNRA tower (Project
contingent on GGNRA approvals for the tower from City
of Palo Alto)
- Communication & Control — old ACE site
- County of San Mateo— negotiate space at Pyse Peak
Deliverables: 2 lease amendments, 3 new leases
Other Resources & AT&T— Legal
Coordination Needed: Metro PCS — Legal
C&C — Planning, Operations (Radio & SFO), and Legal. Project
contingent on GGNRA approvals for the tower with the City of
Palo Alto
Communication & Control — Operations & Legal
County of San Mateo—Operations (Radio) and Legal
Budget Estimate: Staff time
Milestones FY 2009-10 & AT&T—April 2009
Estimated Dates: Metro PCS — June 2009
C&C—July 2009
Communication & Control (old ACE site) — May 2009
County of San Mateo—April 2009
Board/Committee C&C — Real Property Committee
Involvement:
Project Completion: See individual milestones
Real Property 14
Midpeni ila Regional Open Space D' �ict
FY 2009-10 Action Plan - Real Property Department
Project: Bay Trail Connection Between Ravenswood Open Space
Preserve and Don Edwards National Wildlife Area
2
Priority:
Program: Land Purchase
Core Function: A. Purchase new open space lands at desirable prices
B. Provide comprehensive land conservation planning &
strategic analysis to guide land purchase program.
Purpose: Acquire trail easements to provide a Bay Trail connector from
Ravenswood OSP north through the lands of the San Francisco
Public Utilities Commission (SFPUC) linking to the Don
Edwards National Wildlife Area and State Highway 92.
Project Manager: Michael Reeves, Real Property Specialist
Project Scope and Negotiate an exchange of easements with the SFPUC providing
Identifiable Contingencies: for the following grant of easements:
1. From District to SFPUC an underground water line
under Ravenswood Open Space Preserve.
2. From SFPUC to District a public trail easement(s)
for the San Francisco Bay Trail across SFPUC land.
This fiscal year, staff will evaluate the feasibility of alternative
trail easement routes through SFPUC lands, and enter into a
letter of intent with SFPUC outlining the basic terms of the
exchange agreement.
Other Resources & Consult with Planning and Operations on use and management
Coordination Needed: recommendations. Work with Legal Program on CEQA and
transactional documents. Coordinate with Public Affairs for
media outreach as needed.
Budget Estimate: $25,000 in FY 2009-10 to commission feasibility study.
Milestones FY2009-10 & Contingent upon negotiations with SFPUC.
Estimated Dates:
Board/Committee Real Property Committee
Involvement:
Project Completion FY 2010-11
Real Property 13
Midpei ;ula Regional Open Space 1&trict
FY 2009-10 Action Plan - Real Property Department
Project: Ridge Trail & Coastal Trail Management Agreements with
California State Parks
-Priority: 2
Program: Land Purchase
Core Function: B. Provide comprehensive land conservation planning and
strategic analysis to guide the land purchase program
Purpose: Establish management partnership with State Parks for
managing Bay Area Ridge Trail at Saratoga Gap Open Space
Preserve and the Coastal Trail adjacent to Cowell Beach on the
San Mateo Coast.
Project Manager: Michael Williams, Real Property Manager
Project Scope and Negotiate agreements with State Parks for cooperative
Identifiable Contingencies: management of the Bay Area Ridge Trail adjacent to Saratoga
Gap Open Space Preserve and California Coastal Trail at
Cowell Ranch on the San Mateo Coast.
Other Resources & Include Operations in negotiations and consult with Planning &
Coordination Needed: Operations on Use and Management Recommendations, Work
with Legal Program on CEQA &transactional documents.
Consult with Public Affairs for media outreach as needed.
Budget Estimate: FY 2009-10: Staff Time
Milestones FY2009-10 & Contingent upon discussions with State Parks.
Estimated Dates:
Board/Committee Real Property Committee
Involvement:
Project Completion TBD
Real Property 12
Midpen' 'ila Regional Open Space D' ict
FY 2009-10 ..,;tion Plan - Real Property Doa rtment
Project: New Land Transition Process
Priority: 1
Program: Land Purchase
Core Function: B. Provide comprehensive land conservation planning and
strategic analysis to guide the land purchase program.
Purpose: Coordinate new land purchases with Operations and Planning
Departments to ensure that the transition from acquiring land to
planning for and managing lands adequately addresses future
costs, management responsibilities and impacts.
Project Manager: Sandy Sommer, Senior Real Property Planner
Project Scope and Establish new land project teams with representatives from
Identifiable Contingencies: appropriate Departments, develop site inspection process, due
diligence procedures, assignment and prioritization of property
related issues requiring Board Action and timelines for
completing identified priority projects.
Other Resources & Consult with Planning & Operations on Use and Management
Coordination Needed: Recommendations, Public Affairs for media outreach as
needed.
Budget Estimate: Staff time
Milestones FY 2009-10 & 3 Id Quarter of FY
Estimated Dates:
Board/Committee TBD
Involvement:
Project Completion Complete Purchases FY 2009-10
Real Property 11
MidpeL iula Regional Open Space letrict
FY 2009-10 Action Plan - Real Property Department
Project: Potential New Land Additions
Priority: I
Program: Land Purchase
Core Function: A. Purchase new open space lands at desirable prices
Purpose: Purchase new lands as additions to Sierra Azul, Bear Creek
Redwoods, Russian Ridge, Skyline Ridge, Monte Bello, Mills
Creek and Purisima Creek Redwoods Open Space Preserves.
Pursue unanticipated land purchase opportunities.
Project Manager: Michael Williams, Real Property Manager
Project Scope and Pursue land purchase opportunities, utilize non-profit and
Identifiable Contingencies: agency partnerships, and previously secured grant funding
where available to add additional open space to District
preserves.
Other Resources & Consult with Planning & Operations on Use and Management
Coordination Needed: Recommendations, Work with Legal Program on CEQA &
transactional documents. Public Affairs for media outreach as
needed.
Budget Estimate: FY 2009-10: $8.5 million, Staff time
Milestones FY2009-10 & Contingent upon negotiations, opportunities and availability of
Estimated Dates: grant funding.
Board/Committee Real Property Committee for properties within the Coastal
Involvement: Protection Plan & significant land purchases.
Project Completion Complete Purchases FY 2009-10
Real Property 10
Midpeni fla Regional Open Space D* ict
FY 2009-10 iAction Plan - Real Property Defartment
KEY PROJECTS 2009-2010:
Project: Purisima-to-the-Sea Property Purchases
Priority: 1
Program: Land Purchase
Core Function: A. Purchase new open space lands at desirable prices
B. Provide comprehensive land conservation planning and
strategic analysis to guide the land purchase program
Purpose: To provide a regional habitat, riparian and trail corridor
connecting the Purisima Creek Redwoods Open Space
Preserve to the San Mateo Coast and continuing compatible
agricultural uses.
Project Manager: Sandy Sommer, Senior Real Property Planner
Project Scope and Purchase the following four properties, with the first two
Identifiable Contingencies: occurring this fiscal year:
1. UC Elkus Highlands
2. POST (Lobitos Ridge)
3. POST (Blue Brush Canyon)
4. Purisima Farms Uplands
Pursue Coastal Conservancy Prop. 84 and Habitat
Conservation Fund grants to be applied to the U.C. Elkus
Ranch and POST property purchases. Work with Operations
and Planning to implement grazing and agricultural leases on
these properties.
Other Resources & Consult with Planning & Operations for Use and Management
Coordination Needed: Recommendations, future Grazing Management Plan &
Agricultural Production Plan. Work with Legal Program on
CEQA & transactional documents. Consult with Public Affairs
for media outreach.
Budget Estimate: FY 2009-10: $6.5 million, Staff time
Milestones FY 2009-10 & Close Escrow on one POST(Blue Brush Canyon) property in
Estimated Dates: July 2009 and POST(Lobitos Ridge) property in January 2010.
Board/Committee Real Property Committee
Involvement:
Project Completion Complete Purchases FY 2010-11
Real Property 9
Midpen&ula Regional Open Space Strict
FY 2009-10—Action Plan - Real Property Department
Core Function Ongoing Activities — Property Management Program
E Manage District's real property assets and revenue-producing activities,
maximizing rental income consistent with Open Space Management
policies, working with Operations and Planning Departments to
implement grazing and agricultural leases, assessing viability of
retaining structures or make recommendations to the Board for their
disposition. Maintain a relocation assistance program utilizing staff and
consultants as necessary.
E Administer rental accounts, communication, and agricultural leases.
Maintain and enhance revenue stream through competitive and current
rate structure, effective maintenance programs, and communication with
tenants. Maintain and improve District rental structures as needed.
B, E Work with Legal Program to oversee the operation and management the
Guadalupe Land Co. in Sierra Azul Open Space Preserve.
Core Function Ongoing Activities - Land Protection Program
C 0 Oversee the District's conservation easement monitoring program,
enforce easement terms and conditions, and prepare baseline reports
for new conservation easements, utilizing volunteers as appropriate.
D 0 Protect District interests in land by resolving conflicts arising from
easement and encroachment issues. Coordinate closely with Operations
and Legal Program to defend the District's interests in property rights
disputes.
B 9 Assist Planning Department in monitoring proposed outside land
development or land use changes that could negatively impact District
preserves. Participate in the local development review process to
encourage dedications, exchanges, or purchases of land or easements
for open space purposes to enhance the District's land protection goals.
Real Property 18
Midpen, ila Regional Open Space C ict
FY 2009-10 ,,.;tion Plan - Real Property D`, .irtment
ONGOING ACTIVITIES:
Core Function Ongoing Activities- Land Purchase Program
A Convert the budgeted funds in the New Land Commitments budget
category into open space lands at desirable prices, focusing on critical
greenbelt properties that round out and improve public access to
n
existing preserves, connect to other preserves and to other public lands,
protect natural habitat and resources, and further the completion of the
Bay Area Ridge Trail and the San Francisco Bay Trail
A, B Provide comprehensive land conservation planning and strategic
analysis to guide the land purchase program. Work with Operations and
Planning Departments to evaluate new properties being considered for
purchase and help assess management issues and associated costs.
Provide land use and site planning information to assist in developing
terms and conditions for negotiating land purchases. Conduct due
diligence investigations as necessary.
A Maintain a multi-year spending plan for open space land purchases that
optimizes use of cash and borrowed funds to accomplish land purchase
goals within budget constraints.
A Explore grant opportunities to augment land purchase funds. Explore
joint projects with non-profit and public agency partners, bargain sales,
and/or gifts where possible. Explore various alternative terms of
purchase to offer advantages and incentives to landowners, as well as
cost savings to the District.
A, E • Work jointly with Planning and Operations Departments to transition
responsibility for planning, management, and operation of newly
purchased lands. Assist with structure disposition and site remediation
efforts in the short-term timeframe following property purchase.
A • Administer tax cancellations for purchased property. Implement
assessment agreement for San Mateo County Mosquito Abatement
District. Continue to work with Operations and Administration
Departments on Coastside Protection Program agreements with La
Honda Pescadero Unified School District and San Mateo County Fire to
pay and track service fees for existing and new land purchases on the
coast.
Real Property 17
Midper ;ula Regional Open Space f trict
FY 2009-10 Action Plan - Real Property Department
PROGRAMS:
• Land Purchase
• Property Management
• Land Protection
BASIC POLICY OBJECTIVE:
The District seeks to purchase interest in the maximum feasible area of strategic open space lands
with federal, state, county, city parklands, and watershed lands.
CORE FUNCTIONS:
A. Purchase new open space lands at desirable prices.
B. Provide comprehensive land conservation planning and strategic analysis to guide the land
purchase program.
C. Oversee the District's conservation easement monitoring program.
D. Protect District interests in land by resolving conflicts arising from easement and
encroachment issues.
E. Manage District's real property assets and revenue-producing activities.
STAFF RESOURCES: (FTE: FULL-TIME EQUIVALENTS)
FTEs Position Title
1.0 Real Property Manager
0.8 Senior Real Property Planner
2.0 Real Property Specialist (2)
1.0 1 Administrative Assistant
Real Property 6
Midper ila Regional Open Space r ict
FY 2009-16 _ _,.tion Plan - Real Property D,,_drtment
KEY PROJECTS CHART
REAL PROPERTY DEPARTMENT
KEY PROJECTS 2009-10
PURISIMA-TO THE-SEA DISTRICT RIDGE VINEYARDS
PROPERTY PURCHASES COMMUNICATION LEASES PROPERTY EXCHANGE
POTENTIAL NEW LAND NEW LAND RENTAL RESOLUTION OF KENNEDY
ADDITIONS PROPERTY TRANSITION TRAIL ACCESS
BI-ANNUAL CONTRACTOR DESIGN REVIEW OF
NEW LAND TRANSITION BID PROCESS PROPOSED SITE
PROCESS IMPROVEMENTS ON
STRINGER/HARPER
PRIVATE IN-HOLDING AT
PICCHETTI WINERY RUSSIAN RIDGE OSP
IMPLEMENTATION PLAN-
RIDGE&COAST TRAIL DRAINAGE RESTORATION
MGMT AGREEMENTS RESOLUTION OF
WITH CALIFORNIA STATE YOUNGBLOOD
PARKS PROPERTY MANAGEMENT ENCROACHMENT
SOFTWARE
LAND PROTECTION PROGRAM
BAY TRAIL CONNECTION PROPERTY MANAGEMENT PROGRAM
BETWEEN RAVENSWOOD
OPEN SPACE PRESERVE&
DON EDWARDS NATL
WILDLIFE AREA
LAND PURCHA E PROGRAM
Real Property 15
Midpei ;ula Regional Open Space trict
FY 2009-10 Action Plan - Real Property Department
CORE FUNCTIONS CHART
REAL PROPERTY DEPARTMENT `
CORE FUNCTIONS
A. PURCHASE NEW OPEN SPACE LANDS AT DESIRABLE PRICES
B. PROVIDE COMPREHENSIVE LAND CONSERVATION PLANNING&STRATEGIC ANALYSIS TO GUIDE THE LAND
PURCHASE PROGRAM
C. OVERSEE THE DISTRICT'S;CONSERVATION EASEMENT MONITORING PROGRAM
D. PROTECT DISTRICT INTERESTS INLAND BY RESOLVING CONFLICTS ARISING FROM EASEMENT&
ENCROACHMENT ISSUES
E. MANAGE'DISTRICT S REAL PROPERTY ASSETS&REVENUE-PRODUCING ACTIVITIES .
LAND PURCHASE
PROGRAM
PROPERTY
MANAGEMENT
PROGRAM
LAND PROTECTION
PROGRAM
Real Property 4
i
Midpenila Regional Open Space D ict
#
FY 2009-10 rdy REtion Plan - Real Property Dertment
Contents
COREFUNCTIONS CHART...........................................................................................................4
KEYPROJECTS CHART................................................................................................................5
PROGRAMS ......................................................................................................................................6
BASICPOLICY OBJECTIVE ..........................................................................................................6
COREFUNCTIONS..........................................................................................................................6
STAFF RESOURCES (FTE: FULL-TIME EQUIVALENTS)....................................................6
ONGOINGACTIVITIES ...................................................................................................................7
KEYPROJECTS 2009-2010:..........................................................................................................9
Purisima-to-the-Sea Property Purchases..................................................................................9
PotentialNew Land Additions ................................................................................................... 10
NewLand Transition Process ................................................................................................... 11
Ridge Trail & Coastal Trail Management Agreements with California State Parks.......... 12
Bay Trail Connection Between Ravenswood Open Space Preserve and Don Edwards
NationalWildlife Area ................................................................................................................. 13
District Communication Leases ................................................................................................ 14
New Land Rental Property Transition...................................................................................... 15
Bi-annual Contractor Bid Process ............................................................................................ 16
Picchetti Winery Implementation Plan — Drainage Restoration........................................... 17
PropertyManagement Software............................................................................................... 18
Ridge Vineyards Property Exchange....................................................................................... 19
Gullicksen Landfill Removal and Site Restoration.................................................................20
Resolution of Kennedy Trail Access ........................................................................................21
Design Review of Proposed Site Improvements on Stringer/Harper Private In-holding at
RussianRidge OSP....................................................................................................................22
YoungbloodEncroachment.......................................................................................................23
PROJECTS FOR FUTURE IMPLEMENTATION.......................................................................24
Real Property 13