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HomeMy WebLinkAboutAPB agenda 041603COUNTY OF ORANGE ENVIRONMENT AND RESOURCE CONSERVATION DEPARTMENT MEMORANDUM To: Agricultural Preservation Board From: David Stancil, ERC Director Date: April 9, 2003 Re: April 16th Meeting Please find attached the agenda for our next meeting scheduled for: Please contact Carol Melton (245 -2590) by Monday prior to the meeting if you will be unable to attend. Copies: Dianne Reid, Economic Development Director Fletcher Barber, CES County Director Brent Bogue, District Conservationist Rich Shaw, Land Conservation Manager Mike Lanier, Ag Economic Development Specialist w � <�" �,' � ' �. �k Time P, age 7:30 7:35 7:36 02 7:40 10 14 8:00 8:50 AGENDA April 16, 2003 Planning and Agricultural Center Revere Road, Hillsborough, NC 7:30 P.M. AGENDA ITEM 1. CALL TO ORDER/ INTRODUCTIONS 2. CONSIDERATION OF ADDITIONS TO AGENDA 3. APPROVAL OF MINUTES — (March 19) 4. ITEMS FOR DISCUSSION a. Strategies for Farmland Preservation (continued from March) b. Updates to APB Portion of ERCD Web Site c. Proposed Agricultural Boards Breakfast 5. ITEMS FOR DECISION 6. INFORMATIONAL ITEMS a. "Farmland Preservation Report" b. Info from American Farmland Trust of W DRAFT MINUTES AGRICULTURAL PRESERVATION BOARD March 19, 2003 PRESENT: Tony Kleese, Don Johnson, Whit Morrow, Kim Roberts, Rodney Recor, Noah Ranells, Gordon Warren, Marty Mandell, Environment & Resource Conservation Director David Stancil, Environment & Resource Conservation Preservation Planner Tina Moon, and Carol Melton. GUESTS: Carl Walters, Spence Dickinson ABSENT: Louise Tate, Elizabeth Walters, and Bob Strayhorn ITEM #1: CALL TO ORDER Kleese called the meeting to order at 7:30 p.m. and welcomed new member Don Johnson. Members introduced themselves and talked about their interests in county agriculture. ITEM #2: CONSIDERATION OF ADDITIONS TO AGENDA Guest Spence Dickinson requested that the APB review a draft document that he is planning to get to our State Legislators. He has already spoken with Agricultural Commissioner, Meg Scott Phipps, about some of the changes to North Carolina law that he would like to see regarding small farms. ITEM #3: APPROVAL OF MINUTES January 15, 2003 & February 19, 2003 MOTION: Gordon motioned approval of January 15 and February 19, 2003 minutes with a noted correction. Seconded by Ranells. VOTE: Unanimous ITEM #4: ITEMS FOR DISCUSSION a. Facilitated Discussion of 2003 Goals /Strategies for Preservation and Land Use Kleese noted that the main topic for the evening was to discuss strategies for preserving farming and farmland, and to try to channel or categorize those ideas into different directions based on where they might take action. The Comprehensive Land Use Plan might be one area of action, for example. As a long -term vision, the APB should also try to get clear about what kinds of things the board wants to endorse. Stancil suggested that the group list out strategies, and then sort them based on ideas that should be directed toward the Comprehensive Land Use Committee, and ideas that should be looked at further by this group as part of the farmland preservation efforts. Stancil added that, at the last meeting we had a lot of ideas being floated around in context of providing feedback to Mandell and Ranells serving on the CPLUC —the DRAFT 0 committee that is looking at updating the land use plan for the county. That feedback session developed into a broader discussion about a lot of different things. Warren said the first item should be to come up with a farmland presentation element - -based on the Historic Preservation Element that was in the packet. He noted that there are some historic farmlands that are a part of the historic element and we need to build on that, since we feel that the cultural aspects are an important part of farmland preservation. Kleese suggested preservation strategies that focus on profitability & survival. Mandell distributed a list of items noting that she felt that historically the county had three prominent areas: 1- Government, 2- Agricultural, and 3- Education. She described her proposal as putting agriculture and agricultural businesses on par with education as the most important industry that Orange County. She noted that the four county boards that are involved in agriculture should meet seasonally with citizens throughout the county to, start talking with them about what we're trying to do and what they want, to discuss issues, to build support for programs and disburse information. She suggested the APB meet once a year with the Sierra Club in Chapel Hill to gain voting support for future bonds related to environmental issues. She said by the end of this year we ought to have met with our citizens and other groups to come up with a plan for an agricultural resource center and have a budget prepared by December 2003. The next big thing she asked for the board to do is to find creative ways to securely change tobacco farms. Mandell said that in talking to people, while making the film, they said that when you make this switch it is a big gamble. So there must be some kind of insurance we (the APB /County) can finance so that when someone starts on a new venture they won't loose everything because it doesn't work the first year. We should be able to come up with an insurance policy that covers farmers when they are making this new start. Mandell reported that she talked with Phil Gottwals and gathered information on what other farmers are doing. In some areas they are forming stock companies where the farmers agree to supply a certain item - -then they control the sale of that item. Or we could have organic stock companies of farmers and buyers. Then, under the secure changeover she suggested a business incubator proposal. Gottwals told her about other communities that are demonstrating to the public the quality of locally grown produce. She said there is a term called "fitonutrient" which means that if you gather a green tomato you don't get the nutrient food value you get if you wait for the tomato to ripen on the vine. This fitonutrient concept changes the whole notion of importing products from other areas, and makes locally grown foods very valuable. Mandell said she would like for grant funds to be applied for, for Orange County to develop a similar program, this year, and to begin plans on a local organic processing plant as others have discussed. Since Orange County is in the middle of the state it is an ideal location, and our area strongly supports organic farming. As we have such huge markets as the North Carolina Zoo and Southern States that sell animal foods that come from other states, we could open up another approach if we could figure out those needs and see if our farmers would take on those chores. For farm preservation, I would like to create strong arguments for the County Commissioners for the necessity of increased annual funds for the purchase of development rights and farm preservation because of the rapid DRAFT loss of farmland of the past few years. We need to create a convincing survey of the county for the huge local markets we have and have a strong argument of the economic benefits for farm preservation. Our time is short and we need millions of dollars. Our overall goal should be how to prove and figure out how to get this done. Morrow suggested looking at ways to make farming profitable and that what we're talking about is ways to keep farmers farming. Use value taxation is important. We should try to extend the use category to further help farmers continue to farm — not just having it as one general tax break but prioritizing it. For example, if farming in a certain zone is more valuable to the public and to the farmers than farming in the middle of Hillsborough, you ought have a special category linking that special tax district to the size of the area that is preserved. For example if we had a voluntary agricultural district, that district ought to receive a higher priority for special use taxation category than one that is not. The tax incentives could be stratified so that the more land you have contiguous in an agricultural district, or the greater number of farms that are close to each other, the taxation decreases. That strategy would encourage farmers next door to each other to group together in a district to get a 7% rate instead of 10% tax rate. Walters added for another example, that the greatest concentration of farmers in tobacco and produce is in Cedar Grove, which also has the lowest rate of septic tank approval. So if they are leaving tobacco and want to stay on the farm, the poor (development) soils might encourage farmers to stay in agriculture compared to the other areas of the County where the soils are more likely to perc making it easier to develop with houses. Mandell asked if we have a map that shows suitable soils in the county. Warren noted that the Farm Service Agency as a working map of suitable soils. Morrow added that if you have an area of predominately good soils then that could be a priority area. Members discussed crop alternatives for tobacco farming. Morrow suggested an idea of tying the golden leaf foundation into the idea of an insurance program for tobacco farmers that want to divert to a different crop. Kleese noted that the Tobacco Trust Fund was set up to do this and you can apply as an organization to be a pass through -- taking money from the organization and giving it to the farmer to help them in transitions. Mandell said what she's is proposing is being there as a loop hole if they don't make it, like flood or crop insurance, not giving out money. Kleese said the Gold leaf program is more community oriented and the Tobacco Trust Fund is more direct to the farmer. Members discussed Land Link ideas. Mandell asked about the idea of purchase of development rights. Stancil added that discussions with a family in that general area about a purchase of development rights program and to date the differential in value of the development rights hasn't really been worth them pursuing it. It made more sense to wait and see if the land value will increase. Morrow added that we miss out on a lot of programs because the county in general is prosperous. When you look at Orange County it's just a small segment that's in that urban zone. I think we ought to suggest that the land use plan have a development zone along 1 -85 through Hillsborough, have a development guideline, a booklet or whatever to guide the planning board and citizens and land owners on development in that DRAFT zone. Carve out of whatever land plan we're doing, the rural area elements and try to make those a bit separate so that they 're not all tied in together. On the areas that are likely to get development, we've got one set of rules and concentrations that we're working on but we have a different kind of emphasis for the more rural two- thirds of Orange County. We start with the land plan and actually designate those areas as urban transition and then rural. Then we can take the economic development issues that go along with rural versus urban things and focus some things on how do we promote prosperity principally for farmers in the rural area. Then our rural 2/3 of Orange County might quality for some of these programs that we don't qualify for when you blend it all together economically. Gordon that brings up the idea mentioned by Mandell of the rural buffer areas particularly around Chapel Hill and Carrboro becoming built out. He asked if there had been any consideration of the rural buffer area around the 1 -85 and 1 -40 corridor or around Hillsborough. Stancil said that several years ago there was an effort for a cooperative plan with the Town of Hillsborough where there was a designated growth area not called a rural buffer but something kin to that. The idea was proposed, but it didn't go anywhere. I don't know if the new land use committee has delve into that but it may be that some of the land use pattern ideas reflect that type of approach. Gordon said that basically anything within the ETJ is going to get developed and anything outside the ETJ is the county's purview. Stancil said that in Hillsborough's case what is more critical is the fifty -year sewer service area. That's the area where Hillsborough projected they could provide water and sewer over the next time frame of the study. Morrow said that might be a good way to start defining where a transfer of development rights or purchase of development rights program might be concentrated - -where you've got a likely difference between values. So if we had zone within the water and sewer service area that was prime agricultural land, a working farm would really be worth a lot on the PDR program. Kleese asked to keep it on the table that in some way the highest quality soils be preserved for farms not only the land that won't perc for development. Stancil suggested trying to keep in mind the Lands Legacy Program and the Ranking System. Both programs strike a balance between prime farmland and threatened farmland giving them equal weight in terms of the value -- farmland that is in close proximity to an urban area with high development potential and some of the best productive farmland in the more rural areas. Ranells noted that we need to focus on promoting a stewardship ethnic in support of farmers and we need to provide options. Morrow said if we could tie the estate planning issues more directly to the alternatives we're trying to develop, like transfer of development rights, purchase of development rights. That would offer options for estate planning for a farm where the economic value is going to be divided between heirs. The toolbox of options would provide ways to transfer value to the children while still preserving farms. Gordon added that estate taxes on inheritance is now down to the third year, unless they vote to extend the program it's going to go back to the full estate taxes. The potential status change adds a level of uncertainty and makes it difficult to do estate planning. What we have to do is to give value in some way other than relief from estate tax. Mandell suggested using the Land Link idea to help find people to lease land with productive soils and meet the market DRAFT 4 b needs. Kleese concluded that to preserve farming you've got to have farmers and land. It may be helpful to group these suggestions into two categories, farmer profitability recruitment and farmland preservation. Recor suggested getting the schools involved. Let's suggest that school curriculums teach students the importance of agriculture in our county and that one of their options is to be a farmer. Warren explained that the Future Farmers of America program in Orange High School is an educational program where school children are exposed to farming. Mandell said we should convince the Commissioners that it's time to budget the money to do the agricultural resources center. Warren suggested coming up with a packet of materials to give to Dave Gibbs and the Cedar Ridge FFA program coordinator describing land stewardship and farmland preservation to be included in their lesson plans. The idea of having an Agricultural Day in the schools was discussed as it is done in Person County. Guest Dickinson reported he has a program set up at his farm to show school children farming activities through hands -on activities. Morrow suggested that the Blackwood Farm become the focal point for an agricultural center and farmers market rolled into one, where Northern Orange and Southern Orange can come together and understand each other. He also suggested finagling this project out of the school merger. A joint building that both school systems support and . a working farm site that brings all this together including an environmental awareness component. Recor suggested including the School Board as part of the APB's outreach project. Warren said that all the schools have an element of environmental education and we need to give them the idea that farmers are environmental advocates too. It's all part of the environment, nature controlled and nature uncontrolled to the benefit of all people. Johnson noted that the Farmers Market had just received federal money and might be interested in getting something going. Warren suggested instead of spending that money on architects and designers why not organize a shelter building - pole barn type shelter like farmers use. Ranells brought up the voluntary agricultural districts program and the need to reevaluate the criteria for agricultural districts that balances the availability of land. He also suggested that we look at what other counties are doing for VADs and compare their thresholds are for agricultural districts. Kleese opened the issue of a bona fide farm and what qualifies a farm. Warren suggested continuing to use the state's definition although it's not a good one but it is one that everyone accepts and you can work from it. Guest Dickinson talked about the problems facing the modern small farm. He said the definition is so limiting. There was no definition for a farm for a hundred years. The definition got made up when people wanted to protect themselves from the dangers associated with the new types of farms such as agri- business farms. Prior to agri- business a farm couldn't exist without it's relationship to a community. That was a definition of a farm, a community and a farmer all working together. The state's definition of a farm has no relationship to a farm and it's community that supports it. As an example, if the public comes onto a farm, it's not a farm. Members continued discussing the interpretation of the DRAFT 7 bona fide farm definition as it relates to present use value taxation and VADs. Kleese wrapped up noting that we recognize there are problems with it. Kleese divided the discussion topics into three main issues: preserving land, recruiting /preserving farmers, and defining farms within the context of legislation and tax laws, etc. Ranells added another category-- helping to establish favorable policies, tax structures, and advocates. Ranells offered information from Vermont — a governor sponsored proposal that all land and farm buildings be exempt from tax. If we establish linkages with groups that are pro open space, there is an opportunity to get other people speaking on behalf of us. Warren offered the members with the possible perception of the farmers in the county of this avenue. Roberts suggested the APB come back to the charge of the people we are representing and the charge from the Board of County Commissioners. Ranells said that if there are groups out there who are willing to partner with us to get things into place that are beneficial to farmers we should look at those options. Morrow said if we come from the economic benefit to farming, then groups could unite to benefit our cause. For example, the Sierra Club has interests in watershed protection and the Cane Creek Watershed is a priority zone for us. We promote certain taxation benefits within watersheds for people that preserve farms. The two groups can support each other. But approach preservation through regulations - -if we want to zone somebody's land so they can't use it for farming or sell it, then we're coming from a different point of view than farming. We'd be coming from prevention of growth and development, which is not necessarily in the interest of a farmer or landowner. Warren added that farmers don't always see environmentalists as being their friends, they tend to view environmentalists through the associated regulations and prohibitions that have been placed on them through environmental laws. Kleese duly noted that real change happens through collation building and we can work together towards creating positive change leading to win /win situations for all parties. Recor suggested that the APB begin making contacts and trying to build collations. Ranells suggested meeting with the other agricultural agencies to set our focus. Mandell suggested getting these four groups together and meeting with the farmers. Warren suggested the initial contact be made through the Cattlemen's Association; the next meeting is April 1St. Walters suggested finding a model farm and discussing that farmer's long range plan. Stancil said that there are a couple things that we haven't talked about that are on the list and staff will add these in and have them for you at the next meeting. Staff will take at first cut at categorizing the list and the APB can rearrange the items at the next meeting. Strategies for Farm and Farmland Preservation and the Land Use Plan were listed as follows: • Create Farm /Farmland Preservation Element of the Comprehensive Plan (based on the Historic Preservation Element model) • Develop Preservation strategies that focus on profitability & survival • Raise the Agriculture Profile DRAFT C"6* • Develop Stock Companies • Construct an Organic Processing Plant (Seed, etc) • Raise $ for Development Rights -- Preservation Extend the Use Value Taxation Program Identify Agricultural Priority (areas) Link to size of area (VAD) Contiguous Ag Districts = Provide Economic Incentives (Lower Use Value rate) (Cedar Grove land perc) • Cut taxes for new ventures Consider an insurance program for diversifying Tobacco Farmers Use Cedar Grove — pilot project for a Land Link • Apply for Golden Leaf funds to provide crop insurance • Apply for Tobacco Trust Fund monies • Create development zones with special guidelines in Central Orange County, carve out the rural areas and provide different guidelines based on agricultural development Qualify for additional programs (legislation changes) Promote TDR /PDR — Focus sending areas on sections of the county with prime soils and receiving areas to sections of the county with public services • Expand Joint Planning efforts to include Hillsborough • Provide information regarding estate planning options — Tie to Development rights Promote stewardship ethic vs, less interest in future generations Give value in another way (TOR,PDR) Obtain funding for PDR, and for Land Link program • Develop farm preservation programs and farm training programs • Offer scholarships • Encourage local schools to include agricultural topics including the importance of farming in their study plans /curriculum • Develop agricultural -based educational program — allow town kids an opportunity/ Ag Day in schools • Build agricultural resource. center (Pole Barn) • Target Blackwood Farm as the Focal Point/Central Point for agricultural resource /educational center • Include Schools (and School Board) in outreach efforts Voluntary Agricultural Districts — reevaluate balance of threatened vs. critical mass Reexamine the definition of Bona fide Farm Explore related themes • Preserve Land Pursue innovative schemes for profitability Define Farms /Establishing & Advocate Legislation Develop collations with multiple interest groups -- Conservationists, and Economic Organizations b. Review of Membership /Attendance Issues Kleese asked for discussion of membership and joint meetings with other agencies. Stancil reported that there are seven current at -large members and Voluntary Agriculture District representative slots. C. Review of Historic Preservation Element format d. Joint Meetings with other Advisory Boards /Quarterly Agricultural Agencies breakfast Stancil brought up an idea, discussed at a previous meeting, to have a quarterly breakfast with some of the different farm - related agencies. Members agreed that outreach should be the first discussion topic. The first meeting should focus on getting to know the other staff members. The next meeting(s) DRAFT can include interested members of the community. Staff to write a letter from this board inviting the other agencies to the breakfast. Staff to poll the APB members with possible breakfast dates based on the chair's schedule. Groups to include: COOP, Farm Service Agency, S &W Conservation, NCRS, Commissioners, EDC, Mike Lanier. Members discussed a Hillsborough location for the event such as the Village Diner or Kelsey's Cafe. Anticipated breakfast time - -8: 00 a.m. ADJOURNMENT: Motion to adjourn by Warren, seconded by Ranells. Meeting adjourned at 9:30 p.m. DRAFT 14 Z 0 H a ce w Ln w w CL Z OTC LL G 0 N. w H W L c� GC C O 2 rn ro 0 rn c ru ..O Q) �N •L O 0) a) r6 u ro O u V) L LL C W d y 'C C J 4 c W a) J c O O N LLJ Ln rB Z o Q V o En (a L Q a c o ¢ o 0 �� a >ru co io ca rru Ln i U_ a) U �O =3 L O .� L O Q E ,= a) rn L Q N 'Ln L LL O 0 "O 4- a-°) fu Ln 4-J Y � U a) � a) fu U n a C U c Z m O O- O C rn d1 r6 E C E 4= > O C C T 0) O O a O v- O L O 4J 1O 4O -O U j Q a) a) � L Ln O O o ++ o a) O L O � O O LL 'EaMa) �� ��c� CL o W f U X U c C > n" f6 L r0 > O U L Q) . �? 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I LA E N V) 'C O M .O O d- �' O L -O C _ O N C N U ._ C L O U L N � N N "a ro a--+ O L [6 O f6 •L ` O L D O� N x 0 0 (a 0 N C O C)C�f- U� O �W C] alO Q(Y O W.��M CL N N N N Ln N cD N f� N 00 N N C) M M N M M M I- M M M M M 12 Z W W .J W W D Z 4.3 Q) s o L d-a ra 40 C co M C y—, E O N O N U U > C f6 U (� c �O L 4� i--1 4-J Ln fu C: 4-J tn ru L dp M 44'J > � C O U) .a) C > T 0 > C C) [O in CO Q FB Q d-J U) W C vi > O U ++ F m N a Ln a ° o �u 4La L 4 N U O . •L O ate+ a a� OC) m o F co M d" d' 12 13 Agricultural Districts Advisory Board Page 1 of 1 14 Orange County Agricultural Preservation Board The Agricultural Preservation Board supports measures and incentives that will lead to the continued and future viability of farming, as well as farmland preservation in Orange County. The goals of rural preservation, which encompass the conservation of prime farmland, scenic vistas of the agricultural landscape, the family farm tradition, and the economic viability of agriculture in Orange County, would be served by keeping farming a viable enterprise. The Orange County Agricultural Preservation Board rneets the third Wednesday of every month at 7.30 PM at the Planning and Agriculture Center, 306 Revere Road, Hillsborough. For more information, contact Tina Moon, Land Use and Preservation Planner (919) 732 -8181, extension 2583 email: cmoo L&o.orange.nc.us To learn more about the Agricultural Preservation Board, please click here. Other topics of interest: • Agriculture in Or nage County • Voluntary Agricultural District Program. • Agricultural Trends • The Future of Farmland in Orange County Go to the Orange County Environment and Resource Conservation Department Page http : / /www.co.orange.ne.us /ercd/apb /default.htm 4/9/2003 agricultural Districts Advisory Board Background Orange County Agricultural Preservation Board Background I Members Background Page 1 of 3 The Agricultural Preservation Board (APB) is an advisory board of citizens appointed by the Board of County Commissioners. The APB was created in 1987, and charged with advising the Board of County Commissioners on issues affecting the agricultural. economy of Orange County. Based on recommendations from a 1981 agricultural task force report To Preserve Our Farms, APB drafted a local farmland preservation ordinance that would establish voluntary agricultural districts. The first voluntary agricultural district was designated by the Board of County Commissioners in 1992. Since the designation of the initial district, 2,894 acres have been certified as qualifying farmland, and six farms totaling 1,670 acres have completed all prerequisites for official voluntary agricultural district designation. In recent years, the Agricultural Preservation Board has focused on a more comprehensive approach to farmland preservation. They held a public forum with representatives of the Ar ericann Farmland Trust and the Agricultural Reserve Board of Lancaster, Pennsylvania, and organized a series of staff training workshops involving County planning and agriculture staff in the use of voluntary conservation easements as a means of farmland preservation through estate planning. APB is currently studying, along with other advisory boards, a Land Resource Acquisistion Program for the County. In January 1998, APB and the Soil and Water Conservation District Board conducted an agricultural survey of all county farmers, agriculturists, and farming- related businesses. The survey helped identify the most critical needs and issues of the agricultural community. In February 1999, the APB participated in the first Agricultural Summit. Over 100 participants from all sectors of Orange County agriculture Beard presentations by farmers who have successfully diversified their operations, as well as presentations in organic production, land use taxation, farm conservation strategies, and an overview of the recently announced tobacco industry settlement and establishment of trust funds to help tobacco growers and communities. The APB will enter the year 2000 by addressing agriculture and economic development issues, and working with the Land Resource Acquisition Program to identify the most important farmland areas for preservation. Also, the APB will continue its involvement in forthcoming Agricultural Summits, working with farmers, citizens and elected officials to build a new consensus for farmland preservation. http: / /www.co.orange.ne.us /ercd /apb/board.htm 4/9/2003 Agricultural Districts Advisory Board Background Page 2 of 3 2003 Meeting Schedule January 15 No July Meeting February 19 August 20 March 19 September 17 April 16 October 15 May 21 November 19 June 18 December 17 All meetings are held at 7:00 p.m. in the Planning & Agriculture Center at 306 Revere Road, Hillsborough Board Members �— Member Address 9512 Greenfield Rd. Tony Kleese (Chair) Chapel Hill, NC 27516 4123 St. Mary's Rd D n Johnson Hillsborough, NC 27278 218 Hillerest Circle Whit Morrow Chapel Hill, NC 27514 116 Pine Street Marty Mandell Carrboro, NC 27510 4122 Buckhorn Rd. FNbah Ranells (Vice- Chair) Efland, NC 27243 202 N. Frazier Rd. Rodney Recor. Mebane, NC 27302 8909 Old NC 86 kiinberly Roberts Chapel Hill, NC 27516 2103 New Hope Church Rd. [Robert Strayhorn Chapel Hill, NC 27514 8623 Harmony Church Rd. Louise Tate Efland, NC 27243 7119 High Rock Road Elizabeth Walters Efland, NC 27243 http:// www. co. orange.ne.us /cred/apbiboard.htm 4/9/2003 Agricultural Districts Advisory Board Background 17 Box 1252 NC 27278 Back to Agricultural Preservation Board page httv://www.co.orange.nc.us/ercdJapb/board.htm Page 3 of 3 4/9/2003 W16 INFORMATIONAL ITEMS APB AGENDA April 16, 2003 19 �i 0 far miand preservation ort Covering the policies, practices and initiatives that save farmland and open space Since 1990 • Deborah Bowers Editor Diverse group attends two -day event PACIFIC GROVE, CA - About 316 people attended a conference sponsored by the Ameri- can Farmland Trust, March 10 - 12, at the Asilomar Conference Grounds nestled among the dunes at the tip of the Monterey Peninsula. Attendees included not only program admin- istrators and professionals involved in farmland preservation, but elected officials and farmers and ranchers. Attendees had more than 30 workshops to choose from during the two and half day event, MARYLAND AT 25 -YEAR MARK as well as a number of keynote and plenary sessions in rustic style lodges and halls scattered throughout the wooded 107 -acre campus oper- ated by California State Parks. Keynote speakers included former Deputy Secretary of Agriculture and Californian Richard Rominger, who gave an account of problems facing. California agriculture. His list included a budget crisis that threatens the continuation of reimbursements to counties for tax breaks to Continued on page 3 Buy -back, escape clauses vary by state ANNAPOLIS, MD - Two Maryland lawmakers submitted and then withdrew legislation that would have allowed counties to opt out of current regulations that allow landowners to buy back development rights that were sold 25 years ago to the Maryland Agricultural Lands Preser- vation Foundation. Under BB 826, counties would have been authorized to negotiate with landowners to delete a provision in MALPF easements that allows landowners'to seek permission to buy back development rights if the easement was settled at least 25 years ago. Under current law, landowners have to convince their local governing body that their land can no longer be farmed profitably. If ap- proved by the locality, the request would also Continued on page 2 Volume 13, Number 5 March 2003 Local farm viability program ......... ............................... 4 Like -Kind exchange, installment purchase detailed ..... 5 Riverboat casinos keep PDR program afloat ................ 6 Jobpostings ................................. ............................... 7 Farmland Preservation Report is published by Bowers Publishing, Inc. 10 times per year. Subscription rate of $205 includes index and hotline services. Editorial and circulation offices: 900 La Grange Rd., Street, Maryland 21154 • (410) 692 -2708 • bowerspub @hotmail.com • ISSN: 1050 -6373. @ 2003 by Bowers Publishing, Inc. Reproduction in any form, or electronic forwarding of this material without permission is prohibited. 2 I Pape 2 farmland preservation report March 2003 STATE EASEMENTS Termination either tough or impossible Continued from page 1 have to be approved by the MALPF board, state secretary and state treasurer. If final approval is reached, the landowner would pay for an ap- praisal ordered by the Foundation, and would be able to pay "the difference between the fair market value and the agricultural value of the land," or, the easement value. If the request for termination is denied, landowners under current law must wait five years before requesting again. The NMPF board is facing requests for termination of easements in high growth areas. Pennsylvania, Delaware share 25 -year clauses Two other states allow landowners a way out of their easements after 25 years. In Pennsylvania "there's a stipulation that if a farmer for some particular reason at 25 years or more decides he can't farm any longer, he can ask to be let out of the easement," said Wayne Grube of the state Farmland Preservation Bureau. Grube said the program, created in 1989, has not yet established regulations for the provision. "The only reason it would be considered is if development has surrounded the farm. But even then, you still could do vegetables." In Delaware, an easement can be terminated after 25 years "if a farmer can prove to the Foundation's satisfaction no one can farm that land anymore," said program communications director Cathy Mesick. The program's first easements were com- pleted in 1996. Beginning in 2021, if any ease- ments are allowed to be terminated, "the Founda- tion would get the development value," in cash, she said. State program `buy -back' status Allow buy -back after 25 years Maryland Pay current easement value Delaware Pay current development value Pennsylvania No regulations Extreme case escape clause Kentucky Must petition circuit court Connecticut Escape /eminent domain only Mass. Extreme case escape clause Ohio Escape /eminent domain only No provision New Jersey Rhode Island source: Interviews with program administrators, Feb. 03, and regulatory documents "Designed to be rare or never" In Kentucky, where just over 10,000 acres have been enrolled in a program that just com- pleted its second round of applications, landown- ers "must petition circuit court and show farming is not viable, that it's surrounded by develop- ment," said program manager Brent Frazier. "If they are convinced, you can buy out by paying back, plus interest, or you can have appraisals - the court decides." In Ohio, another program just underway in the last few years, an extinquishment clause "is designed to be between rare and never" that a farm could be bought back for development, said program director Howard Wise. If an eminent domain situation were to take a farm or part of it, Wise said. In any case, "we would in effect get the development value. There's no monetary gain for someone wanting to come in and develop." "Very cumbersome and involved..." Connecticut's program takes a tough stance on the permanance of its ag program easements. Continued on page 3 March 2003 Continued from page 2 farmland preservation report A minor escape clause would allow an eminent domain proceeding for a public necessity such as a road or bridge. But even the state's Department of Transpor- tation steers away from preserved farms as a matter of policy, said Steve Revinczki, assistant program manager. "It's very cumbersome and involved. It's not for the farmer, but for the public. We've never gone through the process." The statutory procedure requires legislative approval and compensation to the program at today's value. "The goal is to not release anything - only in the most extreme circumstance. There are so many reasons people would want to get out, and different motivations," Revinczki said. AFT CONFERENCE "A few problems" facing California agriculture Continued from page 1 farmers in exchange for development restriction; cuts also to University of California agricultural research and extension, of 20 and 30 percent - respectively; and rising costs to farmers for big ticket items such as energy and workers' com- pensation; and worse, the scarcity of water and the uncertainty of water allocations; and finally, the larger problems of population growth and the competition for land. After a brief pause, Rominger garnered some laughter by adding, "these are just a few of the problems facing California agriculture." Rominger then enumerated the opportunities for agriculture, through the 2002 farm bill. Some of the new programs under the farm bill could Page 3 hold much promise for farmers who take advan- tage of them, he said, including the Conservation Security Program. Stark contrasts are common when comparing eastern agriculture with that of the west, but perhaps the greatest contrast is in water availabil- ity. While farmers in the east can rely, usually, on rain, and always on plentiful ground water for irrigation, California farmers depend on state water allocations and water that comes from far away. Water allocations affect preservation decisions A session led by AFT senior vice president Ed Thompson Jr. examined how California agriculture might be affected by state water policies and growth in urban areas. Only 30 percent of water in California is ground water. Most water is taken from reser- voirs and rivers, and all water is controlled by a state agency - there is no fee simple right to water in and states, including California. Thompson said that agricultural conservation easements in California, particularly for croplands in the Central Valley, are often preempted by operator concerns about the future of water supplies. "If you address farmland preservation in California, you must also address the water issue." Thompson said the AFT hired water policy expert Marc Reisner six years ago to study the Mink between water supply and farmland loss, and to examine the potential of using water rights as an incentive for conservation easements. "Can we link the security of water to farm- land easements - use it as a currency to protect the best farmland..." Thompson said. Reisner concluded water availability was a serious a threat to California's farmland along with rapid population growth and development pressure. One scenario in the water - for - easement Continued on page 4 22 23 Page 4 AFT CONFERENCE farmland preservation report Loudoun pairs PDR with local farm viability program Continued from page 3 concept was to provide water -cost and reliability incentives in exchange for 20 to 40 -year ease- ments. For example, a 40 -year protection agree- ment would net water supply at a 50 percent discount and a guarantee of delivery even during drought. AFT released the Reisner white paper in 1997, but Reisner's death a few years later squelched the project's momentum, Thompson said. The problems of agriculture in high- growth regions was highlighted in a session on Loudoun County, Va. and the challenges it is facing as a major attraction in the Washington, D.C. housing market. Loudoun County recently made waves by downzoning a large part of its land area in an attempt to save its remaining farmland. The action removed 80,000 potential residential units and put the county on the defensive against scores of lawsuits seeking vested rights in build- ing plans submitted. Loudoun County's population has increased by 48 percent since 1997 and is the second fastest growing county in the nation. Nearly 6,000 residential building permits were issued in 2002, a 95 percent increase over 1997. The county expects to build 25 new schools by 2008. PDR paired with local farm viability program Yet, Loudoun officials and residents began devising. a farmland protection plan in 1999 that included a purchase of development rights program. A task force even talked about "a thriving rural economy" that needed "a critical mass of agricultural land_" March 2003 Economic development for agriculture, Loudoun County, Va. Farm Viability Program • County - funded grants to innovative ag businesses • Grants for infrastructure, $5 -28 k • Grantee restricts development 5 -10 years • Patterned after Massachusetts program Other effbits, focus on ag • Opportunity for "rural recapitalization" • High value ag potential • Access to new markets • Provide targeted technical assistance • Eliminate unnecessary regulatory burden • Operate two farm tours annually . • Operate five farmers markets • Gave pleasure horses a tax break - "Your pleasure horse is somebody else's business" • Recruit appropriate new businesses Loudoun is among the few localities to establish, in tandem with purchase of develop- ment rights, an agricultural economic develop- ment program. It's four - person staff, headed by Lou Nichols, administers the county's own Farm Viability Program (FVP), possibly the only locally- operated grants program for innovative ag business plans. Applicants to the FVP must own 20 acres, have three years experience in farming, and provide a 30 percent match. The grantee must restrict development for five or 10 years. Grants for infrastructure range from $5000 to $28,000. Funded with $200,000 in county appropria- tions, the program is patterned after the Massa- chusetts program (see FPR, Feb. 2003). Nichols said he dreams of creating a "Center for Rural Innovation," a facility that would bring together research and businesses, where lab space and royalties would be shared. Continued on page 5 March 2003 Continued from page 4 farmland preservation report Nichols offered a motto for sustaining a preservation effort: "It's the rural economy, stupid." Loudoun's purchase of development rights program has approved 15 applications since Feb 2002, consisting of 3,134 acres of farmland and open space, according to program director Michael Kane. The acquisitions include eight working farms and 1,400 acres of prime and secondary soils. The acquisitions commit $8.4 million - all the county funds thus far allocated plus federal grants - for an average of $2,684 per acre. All ease- ments were acquired at 18 - 95 percent below appraised value, Kane said, and 564 development rights were retired. Loudoun had 185,000 acres in farms in the 1997 USDA census, and $26 million in sales of agricultural products, not including equine production or activities, a sector not included in census data. Loudoun's horse - related activities figure high in its rural economy. Loudoun's farmland preservation funds are now spent, and its next purchases are unclear, according to Kane. A hotel tax estimated to generate $1.3 million this year could be a revenue source if so designated, particularly after an air and space museum at Dulles Airport opens next year, an event that could triple annual hotel tax revenues for the county. Like -kind exchange, installments outlined Tom Daniels, professor of planning at the State University of New York (SUNS at Albany paired up with Daniel Patrick O'Connell, presi- dent of Evergreen Capital Advisors Inc. to explain two ways easement sellers can leverage easement funds. Daniels, who formerly directed the Lancaster County, Pa. program, said a landowner's chal- lenges in easement sales include the capital gains tax, concern about appreciation potential of their land, family issues, and a perceived possible loss of a retirement fund. Page 5 "You need to offer landowners as many payment options as possible," Daniels said. One answer is the like -kind exchange, or a 1031 exchange, under Section 1031 of the Internal Revenue code. While in Lancaster, Daniels obtained a private letter ruling from the IRS that confirmed a conservation easement is an interest in real estate "and hence is real estate." As such, an easement is "like- kind" and payment for it can be used to acquire other real estate. If done through an intermediary, the seller can defer capital gains tax. The seller can acquire up to three properties in an exchange. Daniels said some of the deals he helped to arrange involved the purchases of additional farmland, which were in turn preserved, and farmland purchased again with the proceeds. "Farmers can create a retirement income stream, and facilitate farm transfer to the next generation." Landowners must use an intermediary, usually an attorney, to handle a like -kind transac- tion. The landowner has 45 days to identify the property to be purchased, and 180 days to settle on that property. Daniels said he believed that at least 200 like - kind exchanges involving easement proceeds had been transacted, many of those in Pennsylvania. One of the 40 or so attendees at the session said they knew of like -kind exchanges using easement funds that had occurred in California. Daniel Patrick O'Connell described the workings of the securitizable installment pur- chase agreement, an easement purchase tech- nique he first devised for Howard County, Md., which is now in use by a number of localities in the mid- Atlantic. O'Connell said easement sellers most likely to benefit from accepting installment payments as opposed to lump sum payments are those who have thriving operations and are looking to Continued on page 6 Page 6 farmland preservation report Creative finance focus: installments, like -kind exchange Continued from page 5 diversify their assets. The installment purchase agreement is attrac- tive to these farmers because it allows them to defer payment of capital gains tax and to plan for retirement and farm transferral. Local governments make annual or semian- nual interest payments to the landowner and arrange to pay the principal in 20 or 30 years. Funding for the interest payments can be from general revenues or from a dedicated source. Funding for payment of the principal can be from unspecified future funds or from bonds issued in the future, or, local governments can purchase zero - coupon U.S. Treasury'-obligations. (zeros). These are sold at steep discounts, cur- rently about 20 cents on the dollar. O'Connell said local governments that are best able to administer installment purchases are those that have large easement purchase pro- grams and are paying high prices for easements. Installment purchase programs require some attention to detail - administrators must learn a whole new way to do an easement purchase. The Pennsylvania Farmland Preservation Bureau recognized the need to help localities that wanted to offer installment purchase agreements (IPAs) to farmers. It developed a model IPA program counties could access. "The state said `we're going to climb the learning curve for them, "' said O'Connell. To get localities started, the Bureau, for a limited time, covered the transaction costs ($18,000 to $20,000) for installment purchase agreements. To date, at least six Pennsylvania counties have used IPAs. The program may once again cover trans- action costs, according to director Mary Bender. Installment purchase can boost a local preser- March 2003 vation effort by offering tax advantages to ease- ment sellers that developers cannot match, and, the locality can increase purchases with the same funding level. Some of the major farmland preservation programs that use installment purchases are Howard, Harford and Anne Arundel Counties in Maryland, Chester and Lancaster Counties in Pennsylvania, and Burlington and Mercer Coun- ties in New Jersey. The City of Virginia Beach was also a pioneer in using installment purchases for farmland preservation. That program was rated by Moody's investment service in 1996, assigning a Aa rating to the program in an unusual focus for the company. While the rating focused on Vir- ginia Beach's ability to pay its obligations to landowners, the opinion implied approval of the installment purchase method for farmland preser- vation. A similar rating was issued for Mercer County, NJ. Kane County (IL) PDR kept afloat by riverboat casinos "We want agriculture to be a permanent part of our economy," said Kane County (IL) Board Chairman Mike McCoy, leading a session on community planning for agriculture. The county set a goal to keep 50 percent of its land area in farmland and open space, and at first pursued the idea of purchasing farms out- right and then leasing the land, but that idea was stomped by farmers. The county created a purchase of develop- ment rights program in 2001, dedicating revenues from two riverboat casinos to it. Revenues range from $4 million "in a low year" to $12 million. "The riverboats have been good for our area," McCoy said. "Farmland preservation was a goal in 1977, but not until the riverboats could we pay for it." Paying $5000 to $10,000 per acre, the county has closed on seven farms, protecting 690 acres Continued on page 7 March 2003 Continued from page 6 farmland preservation report at a cost of $4 million. In process are six farms, and 1,004 acres, costing $5 million. The program has received 37 applications comprising 5,411 acres. While Kane County is under assault from growth pressures radiating out from the Chicago region, its community planning efforts, coupled with zoning, may have given it a fighting chance to survive with agriculture intact. In 1984 the county downzoned its agricul- tural area - in the county's western half - to 1:40; and takes planning seriously, McCoy said. "We've taken our role in county government to be regional planning... sometimes we butt heads with municipalities, but that's a good thing." The county plan calls:for a greenbelt running lengthwise through the county, dividing it east from west. It's eastern portion contains most of its 404,000 people, and is adjacent to Cook and DuPage Counties. Towns include Elgin, Geneva and Batavia. The Fox River runs along the eastern edge through the towns. "We want to maintain a greenbelt on the western edge," McCoy said. "We don't want the growth to go beyond us." That growth has included nearly 35,000 residential building permits from 1990 to 2000, 90 percent of those issued in the county's 28 municipalities. Leading PDR programs in study profiled Alvin Sokolow, public policy specialist at the University of California, and Anita Zurbrugg of AFT's Center for Agriculture in the Environ- ment, gave an update on a study that is underway of 45 local and state farmland preservation programs. The session, "When are Easements Effec- tive?" highlighted some programs examined in the context of planning and zoning and other aspects that will affect a program's ultimate success. The study will be released this summer. Page 7 professional resourceDD... JOB POSTINGS American Farmland Trust, Regional Director, Mid - Atlantic Region — AFT seeks an experienced, energetic leader and manager to head up a multi- faceted and growing field operations presence in the Mid - Atlantic region (Pennsylvania, Maryland, New Jersey, Delaware and Virginia). The Mid - Atlantic regional director oversees all organizational activities within the region. Activities include public education and outreach, research and technical assistance in policy development, land projects, membership development, fundraising and marketing services. The director is responsible for coordinating, developing and implementing a long -term plan and strategy for organizational priorities, activities and growth within the region; obtaining the necessary funds, developing and managing workplans and budgets, and hiring and supervising staff, consultants and/or interns in order to achieve the objectives identified for the office. The field director reports to the associate vice president for field programs. Minimum qualifications: • MA or MS degree and 5 years of related work experience with proven skills in project, personnel and organizational management. A background and experience in land use planning, agriculture, land conservation or natural resource planning is desired. • Demonstrated work plan and budget management experience and skills. • Demonstrated fundraising experience and skills. • Excellent written and verbal communication skills. Send cover letter, resume and writing sample to Robert C. Wagner, AVP for field programs, 1 Short Street, Northampton, Mass. 01060. Applications will be accepted through April 1, 2003. Nanticoke Watershed Alliance (MD), Executive Director - Seeking an Executive Director for the Nanticoke Watershed Alliance, a 36 member consortium of organizations representing diverse interests working cooperatively in Maryland and Delaware to conserve the natural, cultural and recreational resources of the Nanticoke River watershed. Successful candidate must be skilled in all aspects_ of non - profit administration, including grant writing, fundraising, budget development and management. Applicants must demonstrate ability to work closely with diverse constituencies (program Continued on page 8 2 I� t ,)7 Page 8 farmland preservation report Continued from page 7 managers, students, volunteers, resource professionals, public) while planning and implementing a variety of watershed protection and restoration activities. Strong communication and organizational skills a must. Salary range $30 -$40K, depending on experience. Applications must be received by April 16. Nanticoke Watershed Alliance, P.O.Box 138, Nanticoke MD 21840; 410 - 873 -3045; FakA10- 873 -3073; nanticokewatershed @juno.com. (posted 3/21/03) The Trustees of Reservations (MA), Southeast Land Conservation Program Assistant - Immediate opening for a full -time position located in Canton, MA. Works under the supervision of Land Protection Specialist assisting with a variety of conservation - related projects in the Charles River Valley and southeastern Massachusetts. This is an excellent entry level position with one of the oldest land conservation groups in the nation. Duties include collecting data and preparing documents, proposals, and reports. Some evening and occasional weekend work. Salary based on skills and experience. Excellent benefits package. Submit a cover letter, resume, two references, and salary requirements to Southeast Land Conservation Program Assistant Search, The Trustees of Reservations, 2468B Washington Street, Canton, MA 02021. Fax: 781 - 8214027. No phone calls, please. For a full job description, visit our website (www.thetrustees.org) or email crodstrom(a)ttor.org. Open until filled. (posted 3114103) Columbia Land Conservancy (NY), Senior Project Manager - The Columbia Land Conservancy is seeking a full -time senior project manager to undertake a variety of land transactions. Duties: Cultivate, negotiate, draft and manage conservation easements; establish public conservation areas; fundraise for related conservation projects; and provide direct service to landowner and community groups by assisting in the evaluation and implementation of various conservation strategies. Qualifications: BS or BA in environmental studies, natural or resource sciences, landscape architecture, agriculture, forestry, or experience in a related field. Considerable conservation easement drafting and management experience is also required. Experience in land transactions, including the purchase and sale of land, and GIS and GPS skills are desirable. Salary: Commensurate with experience. Benefits: Medical, dental, retirement plan; paid vacation, holidays, and sick leave. Send cover letter and resume to Judy Anderson, Executive Director, P.O. Box 299, Chatham NY 10237 or JudX(ftIctrust.org. For a complete job description, contact Emily Warrington at 518 - 392 -5252 or Emily(ftIctrust.org_ (posted 3114103) Scenic Hudson (NY), Land Stewardship Specialist - Scenic Hudson, a 39 year -old nonprofit environmental organization and separately incorporated land trust, seeks a Land Stewardship Specialist. Under the direction of the Executive Director- Scenic Hudson Land Trust, the Land Stewardship Specialist will develop and implement natural resource - based stewardship practices at Scenic Hudson s parks and preserves and manage the annual monitoring of the organization s conservation easements. The successful candidate will be energetic and entrepreneurial, with at least two years previous professional experience and a related degree. Full job description may be viewed at: www.scenichudson.org. Letter of application, salary requirements and resume to be forwarded to: HR, Scenic Hudson, One Civic Center Plaza, Suite 200, Poughkeepsie, NY 12601 or faxed to 845452 -7567 or e- maited to tvanyo(a)scenichudson.o . Scenic Hudson is an EOE promoting cultural diversity and excellence. (posted 3110103) March 2003 COPYRIGHT NOTICE It is unlawful to reproduce this publication and distrib- ute it to other locations or agencies. If you have a spe- cial need, please contact the publisher. Farinland Preservation Faster, Friendlier, Smarter! Can't find it on the web? Need a quick answer for an update? Want to get smart for that up- coming presentation? Call or email us. We're faster, friend- lier and smarter than the web! When you have news — or views -- give us a call. We're always eager to hear from you and to provide additional in- formation to help you get up to speed with the nation's best- informed farmland preservation professionals ... FPR subscribers! Welcome! Phone -r 410 692 -2708 -- Fax — 410 692 -9741 E -Mail bowerspub @hotmail.com Address Bowers Publishing, Inc. 900 LaGrange Rd. Street, MD 21154 Christina Moon - FW: 1NICFarmers Mkt. Bad News -Hot o press From: "B Justice" <bjustice @farmland.org> To: <bjustice @farmland.org> Date: 4/8/03 4:44PM Subject: FW: WIC Farmers Mkt. Bad News -Hot off the press FW: W IC Farmers Mkt. Bad News -Hot off the pressDear Voluntary Agricultural District Board Member: In your efforts to support local agriculture, I thought you would be interested in this information about cuts to the WIC Farmers Market program. This program provides vouchers to mothers enrolled in the WIC program to purchase fresh produce at local farmers markets. The farmers can exchange these vouchers for cash. You are receiving this note because: 1. You attended our Voluntary Agricultural Districts Training in February (and we have your email address). 2. You're from a county that receives WIC vouchers at your local farmers market. 3. You have a legislator on the appropriations committee, which will make decisions about this funding. We're suggesting you call your legislator this week to explain the value of this program to your local farmers; let them know how many dollars it brings in to their district! It's a great opportunity to link farms and public health, as well. Feel free to send this message along to anyone else you think might be interested. Gerry Cohn Southeast Regional Director American Farmland Trust 24 Court Square NW - Suite 203 Graham, NC 27253 tel: 336- 221 -0707 fax: 336- 221 -0280 email: gcohn @farmland.org http: / /www.farmIand.org MR 2001 Farmer's Market Nutrition Program COUPON REDEMPTION BY MARKET Market Dollars Market Dollars Alamance 3,678 Lee 7,299 Moore 7,305 Anson 4,500 Nash 8,805 Ashe 2,745 Onslow 38,793 Burke 4,092 Orange Hillsborough Carrboro 561 2,016 Cabarrus 13,326 Caldwell 13,452 Pas uotank 3,906 Catawba 3,927 Pitt 22,287 Chatham Pittsboro Fearrington 543 288 Robeson SE Ag Center County Mkt. 25,092 7,275 Rockingham 6,036 Columbus 6,927 Rutherford 6,099 Durham 8,091 Stanly 6,840 Edgecomb 5,670 Stokes 2,190 Surry Elkin Mt. Airy 543 4,173 Franklin 2,718 Gaston 24,138 Granville 5,445 Union 15,102 Guilford Piedmont Farmers City 60,447 10,530 Wake - State mkt. Fuquay Varina 79,503 81 Washington 2,994 Halifax/Nham ton 17,187 Watauga 3,168 Harnett 3,027 Wilkes 7,488 Haywood Waynesville Canton 3,771 558 Yancey 2,697 TOTAL 467,643 Total Authorized Markets 46 Iredell Statesville Evening M 10,890 1,431 Total Authorized Farmers 1119 FMNP 2001 Revised 4/17/02