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This page presents detailed associations and definitions for this Work Element. Information on how this Work Element is being used in BPA field work is also included.
This work element includes the majority of the steps that are required before fee title or a conservation easement can be acquired for a tract of land. The steps include: perform appraisal, title searches, hazardous waste assessment, and land boundary surveys; provide legal descriptions; and identify minimum habitat units. For easements, this work element would also define the easement terms and conditions.
Use 87. Prepare HEP Report (Expired) to describe preparation and write-up of the Habitat Evaluation Procedure (HEP) survey conducted by the Regional HEP team.
193. Produce Land Management Plan will be used in the project sponsor's SOW to describe preparation of the Land Management Plan required for most BPA-funded land purchases and/or conservation easements.
The BPA COTR will create an internal statement of work using 6. TBL Work when BPA Real Property Services has to review/process realty-related actions. The work element budget for 6. TBL Work will be the amount of the TBL estimate (not including escrow, title, and/or closing costs).
If stewardship funding will be provided, the BPA COTR will include 200. Stewardship Funding in the internal statement of work. Stewardship funding is typically wired directly to escrow.
No due diligence should be completed without concluding this milestone.
Submit the Application Proposal Form to your COR to initiate this process. Contact BPA for the most up-to-date version of the form.
Submit preliminary title report, legal description, and map to BPA.
Recommended
No
Provide preliminary title report with written legal description to BPA. The preliminary title report will reflect the property ownership and include all supporting documentation. Provide a map and/or a GIS shapefile of the property boundaries and any other features of interest to BPA. The map needs to show where the property boundaries are located in relation to section, township, and range lines and any other features, such as roads, creeks, lake shores, that are part of the legal description. The map also needs to be at a scale that shows distances and features adequately to follow the written narrative description.
Schedule an initial intake call with BPA
Recommended
No
As soon as a potential property has been identified for acquisition, the project sponsor should obtain the most recent version of the intake form from BPA. Once the intake form has been submitted to BPA, the BPA F&W project manager will work with the project sponsor to establish a conference call with representatives from the project sponsor, BPA real property services, BPA Office of General Counsel and any other representatives to understand the basic proposal, decide the functional name of the property (that will be used throughout the process, not the owner’s name), confirm the processes and steps (including these milestones), identify contact points, indentify any potential cost share, and identify any potential issues to be tracked through the process for the particular acquisition.
Submit conservation easement draft and final
Recommended
No
A conservation easement is required in all land acquisitions, either granted from the project sponsor to BPA if the sponsor is acquiring fee title, or granted from the landowner to the project sponsor if the sponsor is acquiring just the conservation easement in which BPA retains a third party right of enforcement. For fee title acquisitions, BPA will send the sponsor a draft template easement. For conservation easements granted from the landowner, the sponsor should work with BPA to draft the easement prior to ordering an appraisal.
Acquire appraisal and submit to BPA for review
Recommended
No
The project sponsor should obtain the most recent version of BPA's F&W Appraisal Requirements and ensure that they are incorporated appropriately into the appraisal. An intake call must be conducted before the appraisal is submitted for BPA for review. Once the appraisal is completed, it should be submitted to the BPA F&W project manager, who will, in turn, provide the appraisal to the BPA realty specialist. The project sponsor should not share the appraised value with the landowner until BPA has completed its review and approved the value.
If this is a conservation easement property than the easement should be negotiated PRIOR to the appraisal.
Develop or Review MOA
Recommended
No
Contact BPA to develop MOA or review MOA if one already exists for the specific requirements of the acquisition under the terms of the MOA. An MOA may not be needed if the conservation easement associated with the property includes all of the necessary terms and conditions. Contact BPA to determine if this is the case.
Obtain a purchase and sale agreement from landowner
Recommended
No
Once the appraisal has been approved and the landowner is in agreement with purchase price, the project sponsor should get a purchase and sale agreement drafted to confirm the commitment of both parties. A copy of the draft purchase and sale agreement should be provided to BPA for review.
Provide tenant information to BPA
Recommended
No
Once an interested landowner is identified, and before activities such as appraisals or environmental land audits begin on the property, the project sponsor should notify BPA of anyone other than the landowner who lives on or uses (even temporarily) the property for any purpose. Examples of this include, but are not limited to, renters, farming leases, and grazing leases. Provide BPA with the non-landowner’s names, addresses, and telephone numbers, or other information to locate or contact these individuals.
Coordinate site visit
Recommended
No
The project sponsor should arrange for BPA representatives to visit the land proposed for acquisition to confirm basic components of the acquisition and identify any issues.
Perform boundary surveys as needed
Recommended
No
BPA recommends that all types of survey work on proposed BPA Fish & Wildlife acquisitions be performed under the direction of a licensed professional land surveyor, and the ultimate product should be suitable for recording. Surveys should be done according to county and state standards and should show easements of record and occupation lines. Any survey prepared with the intention of depicting land rights in which BPA has, or will have, any legal interest, should be submitted to BPA for review by a BPA surveyor prior to recordation.
Complete Environmental Land Audit (ELA)
Recommended
No
The Environmental Land Audit (ELA) (also known as the hazardous waste assessment) can be performed by BPA, or the project sponsor can select a competent environmental professional to complete the assessment. If a non-BPA professional performs the ELA, the ELA will need to be reviewed and approved by BPA. If recognized environmental conditions are identified at a site, a site visit and further review may be required.
Provide minimum habitat units or stream kilometers
Recommended
No
For all wildlife acquisitions and for resident fish acquisitions in Montana, the project sponsor should submit a letter to the BPA project manager/COR that contains a minimum estimate of HUs or stream kilometers for which BPA will receive credit through the acquisition.
Baseline documentation report
Recommended
No
For all conservation easements, accurately document existing natural and manmade features on the proposed acquisition. Baseline documentation may rely on and incorporate by reference other information already in the project file, such as title opinions, appraisals, or water rights certificates.
E-mail completed water survey form to BPA COR
Recommended
No
The water survey form is located at: https://www.cbfish.org/EfwDocument.mvc/DownloadFile/17. The form should be completed by the project sponsor/contractor and emailed to the BPA COR. The BPA COR will attach the form in CBFish.
Assist BPA with completion of the Public Notice process
Recommended
No
The project sponsor will assist BPA staff with drafting a fact sheet and map for the acquisition, publishing ads in local newspapers, and sending letters to nearby landowners. Letters and ads must be sent/published so that the public has a minimum of 14 days to respond prior to closing; preferably longer.
Identify point at approximate center of parcel where Pre-Acquisition Activities will take place. The location point must be the same for all associated TBL Work, Land Audit, Land Purchase, and Prepare HEP Report work elements.
If an associated work element and its location are already in Pisces, click the "Link" button to synchronize locations. If not, enter a location and location description for this work element to enable future linking.
You may enter or link more than one point for this work element.
Applicability and status of the following environmental compliance requirements can be found on the Environmental Compliance tab
for that work element in your SOW for all 2007 contracts forward. BPA's Environmental staff will update and maintain this information
in CBFish in real time, so that you can check the status of environmental compliance on your project at any time.
Note: Many of the fields are set to auto-load in CBFish, but the settings will be reviewed by BPA's Environmental staff prior to the
contract being finalized, and may be revised depending on the specific circumstances.
National Environmental Policy Act (NEPA)
NEPA coverage for this work element will be determined by BPA's Environmental staff and could include an Environmental Impact Statement (EIS), Environmental Assessment (EA), Record of Decision to an existing EIS, or Categorical Exclusion.
Endangered Species Act (ESA)
ESA consultation is typically not required for this work element.
National Historic Preservation Act (NHPA)
NHPA Section 106 consultation is typically not required for this work element.
Public Involvement
Public involvement is typically not required for this work element.
This work element and its metrics are used in measures in the following reports. These PDF reports are generated dynamically, always showing you the most up to date information. Most of them also have links to download the underlying data sets to structured text or Excel format.
Overview:
Summarizes annual accomplishments of the Habitat portion of the Program in terms of measures or metrics. Includes several tables focused on different dimensions: Habitat Zone, NPCC Province and Subbasin, ESU. Report can be filtered by Fiscal Year, Province or Subbasin, Work Element, Work Status, or Fish Species (ESU) benefitted.
Dimensions:
Habitat Measures, Metrics, Planned and Actual Metric Value, Fiscal Year, Habitat Zone, Work Element, Work Status, NPCC Province, NPCC Subbasin, ESU
Overview:
Rolls up program funding across time by work class such as Habitat, Hatchery, Research Monitoring and Evaluation, Local & Regional Coordination, etc. Includes summary and detail pie charts showing funding levels for various types of work. Provides drill-downs to work element detail.
Dimensions:
Work Class, Work Element, Work Element Budget, Account Type (Expense or Capital), NPCC Province, NPCC Subbasin
Stats and Overview
Number of active contracts using Work Element #172 by FY
Top 5 BPA Project Managers using this Work Element:
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