Agenda Item   

AGENDA STAFF REPORT

 

                                                                                                                        ASR Control  25-000598

 

MEETING DATE:

09/23/25

legal entity taking action:

Board of Supervisors

board of supervisors district(s):

5

SUBMITTING Agency/Department:

OC Community Resources   (Approved)

Department contact person(s):

Dylan Wright (714) 480-2788 

 

 

Pam Passow (714) 973-6650

 

 

Subject:  Approve Aliso Creek Restrictive Covenant and Long-Term Funding Agreement

 

     ceo CONCUR

County Counsel Review

Clerk of the Board

          Concur

Approved Agreement to Form

Discussion

 

 

3 Votes Board Majority

 

 

 

    Budgeted: N/A

Current Year Cost:  See Financial Impact Section

Annual Cost: See Financial Impact Section

 

 

 

    Staffing Impact:

No

# of Positions:           

Sole Source:   N/A

    Current Fiscal Year Revenue: N/A

   Funding Source:    OC Parks Fund 405: 100%

County Audit in last 3 years: No

   Levine Act Review Completed: N/A

 

    Prior Board Action:         N/A

 

RECOMMENDED ACTION(S):

 

 

1.

Make the following California Environmental Quality Act (CEQA) findings:

 

 

a.

The Orange County Transportation Authority (OCTA), as lead agency under CEQA for the OCTA M2 Natural Community Conservation Plan/Habitat Conservation Plan, certified Final Environmental Impact Report/Environmental Impact Statement (EIR/EIS) SCH No.  2010121008 on November 28, 2016. The County of Orange as a responsible agency under CEQA Guidelines Section 15381, has reviewed and considered the EIR/EIS SCH No. 2010121008 prepared by OCTA, and certifies that it has done so, pursuant to CEQA Guidelines Section 15050(b).

 

 

b.

There are no significant environmental effects within the jurisdiction of the County of Orange which require a finding on the part of the County of Orange.

 

 

c.

The circumstances of the project are substantially the same as described in EIR/EIS SCH No. 2010121008 and no substantial changes have been made in the project, no substantial changes have occurred in the circumstances under which the project is being undertaken, and no new information of substantial importance to the project which was not known or could not have been known when EIR/EIS SCH No. 2010121008 was certified has become known.

 

 

d.

There are no feasible alternatives or feasible mitigation measures within the separate authority of the County of Orange to impose, which would substantially lessen or avoid any significant effect the project would have on the environment, pursuant to CEQA Guidelines Section 15096 (g)-(h).

 

 

e.

As a responsible agency, the County of Orange is authorized, pursuant to CEQA Guidelines Section 15096, to rely on EIR/EIS SCH No. 2010121008 certified by OCTA.

 

2.

Approve and authorize Director of OC Parks or designee to make any non-material changes to and record the Aliso Creek Declaration of Restrictive Covenants in substantially the same form as attached and issue any subsequent amendments or documents that make non-monetary and/or monetary changes that do not increase County costs by more than $75,000 per year, as approved by County Counsel.

 

3.

Approve and authorize Director of OC Parks or designee to make any non-material changes to and execute the Assignment and Assumption of Permit Obligations with the Orange County Transportation Authority in substantially the same form as attached and issue any subsequent amendments or documents that make non-monetary and/or monetary changes that do not increase County costs by more than $75,000 per year, as approved by County Counsel.

 

4.

Approve and authorize Director of OC Parks or designee to make any non-material changes to and execute the Long-Term Funding Agreement with the National Fish and Wildlife Foundation in substantially the same form as attached and issue any subsequent amendments or documents that make non-monetary and/or monetary changes that do not increase County costs by more than $75,000 per year, as approved by County Counsel.

 

 

 

 

SUMMARY:

 

Approval of the Aliso Creek Declaration of Restrictive Covenants and Long-Term Funding Agreement with the Orange County Transportation Authority will allow the Orange County Transportation Authority to complete a habitat mitigation project on County-owned property and provide funding for long-term maintenance of the mitigation sites.

 

 

 

BACKGROUND INFORMATION:

 

The Orange County Transportation Authority (OCTA) and its Measure 2 (M2) program is primarily used to fund the costs of transportation improvements, including freeways, streets and roads throughout Orange County, as well as fund multiple transit programs. M2 includes a program to deliver comprehensive mitigation for biological impacts of 13 freeway projects in exchange for streamlined project approvals from state and federal resource agencies. OCTA’s Environmental Mitigation Program (EMP) has acquired conservation properties and provided funding for habitat restoration projects as part of the Natural Community Conservation Plan/Habitat Conservation Plan. The Aliso Creek Restoration Project (Project) is a result of the EMP.


 

 

The Project was approved for funding under M2 in 2012. The Project area is located on property owned by the County within Aliso and Wood Canyons Wilderness Park (Park), which is managed by OC Community Resources/OC Parks (OCCR/OC Parks). In cooperation with the County, the Project restored 55 acres of riparian habitat within the Park (Restricted Property), removing over 1,000 tons of invasive Arundo and enhancing critical habitat for threatened and endangered species in accordance with their Habitat Mitigation & Monitoring Plan. The latest annual report received by OCTA confirms all success criteria have been met and now OCTA is ready to transfer over the long-term habitat maintenance to the County.

 

To ensure the continued success of this habitat mitigation project, OCCR/OC Parks is requesting Board of Supervisors (Board) approval of the Aliso Creek Declaration of Restrictive Covenants (Restrictive Covenant), Assignment and Assumption of Permit Obligations, and Long-Term Funding Agreement (LTFA). The purposes of the Restrictive Covenant are: (1) to ensure management and preservation of the Restricted Property in its natural condition in perpetuity and (2) to take reasonable steps to prevent uses of the Restricted Property that will impair or interfere with the conservation values of the Restricted Property. As the entity with long-term oversight of the Restricted Property, the County, through OCCR/OC Parks, will have the duty of maintaining, repairing, and restoring the Restricted Property as specified in the Restrictive Covenant. Regulatory agencies such as the California Department of Fish and Wildlife, U. S. Army Corps of Engineers (USACE), U.S. Fish and Wildlife Services and the State Water Resources Control Board retain enforcement duties over the Restrictive Covenant to ensure compliance. The Restrictive Covenant is consistent with the Park’s use as wilderness area and the Park’s Resource Management Plan. The Assignment and Assumption of Permit Obligations restates the obligations of the County and OCTA in this transaction and is required by the USACE.

 

OCTA is obligated to fund the long-term obligations in part by the terms and conditions required by the USACE’s Section 404 Permit issued to or held by OCTA. To fund this obligation, the terms of the LTFA provide financial assistance to OCCR/OC Parks to undertake the long-term maintenance and management obligations with respect to the Restricted Property in accordance with the “Final Long-Term Management Plan for Aliso Creek Mitigation Site, April 2024” (LTMP). The LTFA will establish an endowment of $707,020, which has been determined to be sufficient to compensate the County for costs associated with the LTMP. The National Fish and Wildlife Foundation, a charitable non-profit corporation established by the United States Congress in 1984 by the National Fish and Wildlife Foundation Establishment Act, will serve as administrator over the endowment.

 

Board approval of this item will allow OCTA to make the one-time $707,020 deposit into a USACE-approved non-wasting endowment account for the purpose of funding long-term habitat maintenance activities by the County.

 

Compliance with CEQA: OCTA, as lead agency under CEQA for this project, certified Final EIR/EIS SCH No. 2010121008 on November 28, 2016. The County of Orange, as a responsible agency under CEQA Guidelines section 15381, has reviewed and considered the Final EIR/EIS SCH No. 2010121008 prepared and certified by OCTA, and certifies it has done so. As a responsible agency, the County of Orange is authorized by Guidelines section 15096 to rely on the Final EIR/EIS SCH No. 2010121008 certified by OCTA.

 

 


 

 

FINANCIAL IMPACT:

 

A non-wasting endowment for the County will be established for the long-term management of the Restrictive Covenant area. OCTA will make a $707,020 deposit into this account for the County’s use in providing long-term habitat management. The amount was calculated through a Property Analysis Record (Attachment G) and is based upon estimated annual County operating expenses of $24,746. The endowment account is projected to yield that amount required in interest on an annual basis. Under Section IV.C of the LTFA, the County is not required to spend any more funds than what is available on an annual basis, so the County does not incur a financial burden beyond what is provided by the endowment.

 

 

STAFFING IMPACT:

 

N/A

 

 

ATTACHMENT(S):

 

Attachment A – Location Map
Attachment B – Aliso Creek Declaration of Restrictive Covenants
Attachment C – Assignment and Assumption of Permit Obligations
Attachment D – Long-Term Funding Agreement
Attachment E – Long-Term Management Plan
Attachment F – Habitat Mitigation & Monitoring Plan
Attachment G – Property Analysis Record (PAR)