MODULE #1 Baseline Documentation Report Training Module

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WHERE SHOULD THE BDR BE STORED?Land trusts should have a designated location and an established filing system forhard copy baseline documentation. BDRs should be stored in both electronic andhard copy format as a hedge against a permanent loss of one format. Electronicversions of the BDR should be stored in a designated location within the land trust’sdigital files. Electronic versions of BDRs should be available online to land trust staff(stewardship, communications and fundraising), volunteers and board members.However, public access to BDRs, especially BDRs associated with CE properties,should be restricted.Land trusts should consider having CE and fee simple donors sign a giftingagreement that clarifies the donor’s intent. A copy of the gifting agreement shouldbe kept in the BDR file for review by future staff , volunteers or board members.The original version of a BDR should never be changed. It may be necessary toundertake a new BDR or to update the original in the event that the land is alteredor components become outdated, but these should form reports separate from theoriginal. Electronic versions of BDRs and updates that are available to land trustrepresentatives should be in an unalterable form such as a secure pdf.A section detailing data storage and archiving best management practices isincluded in the training module entitles Stewardship Best Practices.15
ADDITIONAL RESOURCESThe Baseline Documentation Report (BDR): A manual to assist in thepreparation of BDRs for natural heritage properties and natural heritageconservation easement agreements in Ontario. 2006. Ontario Heritage Trust andthe Ontario Land Trust Alliance.LTABC Guide to Baseline Inventories. 2006. Land Trust Alliance of BritishColumbia. http://www.landtrustalliance.bc.ca/research.htmlConservation Easement Stewardship. 2008. Standards and Practices Curriculum.The Land Trust AllianceReal Property Reports. 2009. Alberta Land Surveyors’ Associationhttp://www.alsa.ab.ca/uploads/files/PDF/ALSARPRBrochure.pdfThe Conservation Easement Handbook. 2005. 2nd Edition. Elizabeth ByersKarin Marchetti Ponte. Land Trust Alliance and The Trust for Public Land16
Page 3: GLOSSARYAffirmative obligations - A
Page 6 and 7: WHEN SHOULD THE BDR BE COMPLETED?BD
Page 8 and 9: WHO SHOULD COMPLETE THE BDR?BDRS FO
Page 10 and 11: WHAT ARE THE CRITICAL COMPONENTS OF
Page 12 and 13: When affirmative obligations are ad
Page 14 and 15: HOW SHOULD BASELINE DATA BE COLLECT
Page 18 and 19: APPENDIX A: BASELINE DOCUMENTATION
Page 20 and 21: Monitoring Recommendations: The BDR
Page 22 and 23: General Types of Conservation Easem
Page 28 and 29: Land Use:C. Other ecological or her
Page 30 and 31: TreePlantationBeaverCutting/Floodin
Page 41 and 42: APPENDIX D: SAMPLE BASELINE DOCUMEN
Page 43 and 44: INTRODUCTIONThe East Hays Conservat
Page 45 and 46: historically used for irrigation of
Page 47 and 48: Figure 1.Map showing the location o
Page 49 and 50: East Hayes Management Plan9
Page 51 and 52: i. ACA - Prepare, plant, and mainta
Page 53 and 54: OHV use and access will be permitte
Page 55 and 56: Management PartnersAlberta Conserva
Page 57 and 58: APPENDIX B - IMPLEMENTATION PLAN 20
Page 59 and 60: c. Establish aminimum of 2acres of
Page 61 and 62: c. Install lockedgate at SWaccess.f
Page 63 and 64: shelterbeltlocation)Plant trees ina
Page 65 and 66: d. Install 1 ACAConservationSite at
Page 67 and 68:
applicable and ifavailable3. To enh
Page 69 and 70:
Completereferrals andpublic enquiri
Page 71 and 72:
pleasing mannerthroughout 2013.free
Page 73:
(manual,mechanical, orchemical)depe
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MODULE #1 Baseline Documentation Report Training Module

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