Maine Coast Heritage Trust staff uses this document in its land conservation efforts. It is designed for internal MCHT use, and is provided here as a reference or guide. Each land trust has its own mission, priorities, and organizational characteristics that should direct how it does its work and what documents it uses. Please feel free to use the ideas, processes, and even specific text contained in this document, but be sure to tailor them for your organization. Land trusts should always consult a lawyer and exercise due diligence in cases of legal significance. MCHT does not guarantee or provide advice as to the tax consequences of any project or action. APPENDIX E Process for Developing Carrying Capacity Evaluations on MCHT Lands Background Carrying Capacity is a concept that can be used to approach the management of natural resources as well as the human use and experience of protected lands. It makes the assumption that use is equated with some level of impact. This evaluation process provides a framework for: - establishing baseline data of natural and other resources determining key ecological factors needing protection determining the desired visitor experience developing limits of acceptable change creating a mechanism to measure that change determining actions to be taken to prevent exceeding the acceptable limits determining an acceptable level of publicity for each property The Board of MCHT has adopted a stewardship policy which states that protection of the natural resources on our lands is of primary importance and recreational use will generally be allowed if it can be accommodated without compromising ecological values. At the same time, there are pressures both within our organization and from external sources to publicize our preserves, and connect more people with our lands, both because of their intrinsic spiritual, physical and emotional value to humans, and to develop ongoing support for these lands in particular and land conservation in general. To determine the carrying capacity or the acceptable levels of use and change on MCHT’s properties, we have developed the following methodology. Methodology Carrying capacity studies and ongoing monitoring will be done on MCHT preserves in conjunction with developing a management plan. For each preserve, we will consider the intent of the acquisition, any restrictions on the property, identify the sensitive ecological features, the desired visitor experience, and levels of acceptable change. We will then identify appropriate management actions to protect these sensitive resources and visitor experience, and determine the appropriate level of publicity. 1 I. Develop baseline documentation. Include as much of the following list as is reasonable. a. Natural Resources Inventory - botanical, geological, historical use, soils, will be included. In particular: 1. Rare/threatened/endangered species will be identified and mapped. 2. Invasive species will be identified and mapped (species, extent and aggressiveness). 3. Soil types will be identified and mapped. 4. Existing structures and key features, including trails, access points, and campsites will be identified and mapped. b. Breeding bird survey. c. Property survey. d. Original intent of preserve acquisition. e. Photo documentation and measurements at key locations on the property. Locations will be GPS’ed, location markers will be placed. Measurements will be taken at “indicator” locations such as campsites. Measurements will also be taken of bank erosion, trail width and trail compaction depth, as appropriate per each site. Photos and measurements will be repeated annually or according to a plan and documented in the Preserve Monitoring Report. f. II. Baseline summary narrative- a simple and short synopsis of baseline data, and current use will be prepared. Identify Key and/or Sensitive Biological/Historical/Archeological Resources 2 III. Determine the Tolerance of Biological/Historical/Archeological Resources to stressors, including human use. a. Consider the following questions for each sensitive biological/historical/ archeological feature identified. What factors stress the identified features? Can human use be managed so that the most sensitive features remain intact? IV. If yes – If no – at what level? with what specific management actions? close to visitors during sensitive periods. If unsure – impacts. allow limited use with monitoring/measurements to determine b. If there are specific resources we are concerned about, identify monitoring plots and include the annual measurement and/or monitoring of those plots in the Actions portion of the management plan matrix. c. If there are specific bird species or wildlife to protect, then plan to conduct routine surveys at a specific interval and include in the Actions portion of the management plan matrix. d. Integrate specific actions into the management plan to ensure that human impact does not exceed acceptable levels. e. Periodically review both the management plan and the carrying capacity assessment criteria to determine whether changes need to be made in the strategies. Determine Desired Visitor Experience Consider the following questions about the visitor experience. a. What is the current level of use? b. What is the desired visitor experience and what features contribute to that experience? Desired experience could include: solitude, quiet, expansive views, aesthetics, interaction with other people. 3 Contributing factors could include: narrow trails, limited parking, untrampled campsite, size of the property, accessibility of the property. c. Can the desired visitor experience be achieved with an increase in use? If yes - at what level? with what specific management actions? If no maintain the existing level/type of use, or decrease the existing level/type of use - If unsure - V. d. Are there any factors that prevent or limit an increase in public use? e. Examples of management actions to control human impact are creating, closing or rerouting a trail, increasing parking and annual monitoring of sensitive features. Integrate Into Management Plan a. VI. allow limited use with annual monitoring Once the baseline is completed, a management plan with goals for the property will be established. The management plan will contain an assessment of current use, methods for evaluating the above criteria, and outline specific actions to ensure that human impact does not exceed the desired level. Staff will take steps to manage usage in an effort to maintain acceptable levels of human impact. Publicity Members will be given information about our preserves. Publicity refers to further promotion and can be divided into two categories: local and unlimited. Local publicity: would include attempting to limit usage and awareness of the preserve to full time and seasonal residents in the immediate and surrounding communities. Acceptable publicity might include news items in local papers, speaking to local clubs, involving local schools, etc. Unlimited publicity: would include publicity in national newspapers and magazines and on our and other websites. 4