DoD Installation Meeting at the Land Trust Alliance Rally Marine Corps Encroachment Partnering Briefing Presented to DoD Installation Meeting at the Land Trust Alliance Rally Mr. Bruce Jackson HQMC (LFL-3) 13 October 06 Good afternoon. I am Dave Bixler, Head, Real Estate Section at Headquarters Marine Corps. The purpose of this brief is to bring everyone in attendance up to date on the Marine Corps Encroachment Partnering program in the Marine Corps. This brief will include some background, a discussion of the regionalization model currently being implemented with expected outcomes as well as important implementation milestones. This effort is important as bases and stations currently consume 3 billion dollars per year or 16% of the Marine Corps Total Obligation Authority. Next Slide.

The FEW… The PROUD… The MARINES…

Contents Encroachment Overview at Marine Corps Installations Encroachment Program Framework Stakeholders and their Interests Encroachment Control Plan (ECP): The Installation’s Plan Encroachment Partnering (EP) – Another Tool in the Toolbox Review of EP Success to date Future EP Projects and Strategies Here is what I’d like to cover this afternoon, starting with a quick overview regarding the effect of encroachment on our installations and how we have developed a program to help us control encroachment. Afterwards, I will cover how the Marine Corps has used Encroachment Partnering as one of the many tools to assist in this effort, along with some of our successes thus far.

Encroachment Overview Installation Encroachment Categories Endangered Species Cultural Resources UXO/ Munitions Frequency Maritime Air/Land space Restrictions Air & Water Quality Wetlands Airborne Noise Urban Growth MCB Quantico X X MCB Camp Lejeune X MCB Camp Pendleton X MCAGCC, 29 Palms MCB Hawaii MCB Camp Butler, Japan* * MCRD Parris Island X MCRD San Diego X MCAS Yuma Complex X MCAS Cherry Point X MCAS Beaufort (incl. Townsend Range) X MCAS Miramar X MCLB Barstow MCLB Albany CPLO Using DoD’s types of encroachment categories, we assessed our Marine Corps installations and found that most of installations, particularly those with ranges (both air and ground), were affected.

Encroachment Program Framework OSD Guidance Services Regulatory Requirements Technology Forces Political Forces Social Forces We worked with OSD in developing our program, knowing that our program had to have various elements in it that complimented their programs…or help OSD develop elements to a Service-wide program…to include guidance. Economic Forces Development Forces Federal Program Impacts

Stakeholders - Interests and Needs Military Readiness Test Training Operations Security Infrastructure Air Land Water Frequency Community Planning Information White Space Local Government Tax Base Growth Infrastructure Transportation Utilities Quality of Life Security Schools Health Care Recreation Affordable Housing Military Planning Information Conservation Groups Bio-Diversity Habitat Preservation Species Protection Wilderness Areas Eco-Tourism Wetlands Water Urban Sprawl Smart Growth Development Community Financial Market Demand & Affordability Competition Proffers National, Regional, and or Local Government Codes Environmental Regional/State Factors Business Climate Pro or Con Military Needs Private Landowners Financial Secure Property Rights Development Legacies Property & Inheritance Taxes Government Intervention Taxes Quality of Life Environment Services Good Neighbors Our program needed to consider that there were several stakeholders who had interests and needs, from local Government, to Conservation Groups, to the Development Community, and to Private Landowners

Encroachment Control Plan To address the needs of the program and the stakeholders, the Marine Corps developed the Encroachment Control Plan. Assigns responsibilities to create situational awareness for installation commander and staff Integrates all encroachment issues into one action plan Documents specific problems and solutions Assists in building a budget and POM Provides HQ auditable information Provides input for the Congressional Section 320 Report Promotes actions for compatible development and regulatory compliance (Conservation Forums) Identifies Encroachment Partnering project requirements at the installations. And, we have developed an Installation Encroachment Control Plan, or ECP, for the Installation Commander and Staff to create situational awareness, assign responsibilities, integrates all encroachment issues into one action plan, and involves multiple stakeholders to include the community. The ECP also assists the Installation in developing their POM and budget, and several other benefits

EP Acquisition Team (EPAT) Encroachment Partnering 6-Step Process Conservation Forum EP Acquisition Team (EPAT) Mission Requirement Encroachment Control Plan (ECP) Project Concept Project Definition Execute Assess Success AICUZ RAICUZ RCUZ JLUS Zoning INRMP Other Here’s is another view of the complete picture. RESA Acquisition Plan DASN Brief Define scope Select Partner Canvass Owners Concept Approvals MOU Easement Appraisal Survey EBS & NEPA Title Search Management Agreement Final Approvals Purchase Offer Owner Accepts Closings Stewardship Yes No Next Steps POM Project Time Line

FY 05 EP Projects MCB Camp Lejeune (F/E) MCAS Beaufort – 3 projects Lanier: 434.54 acres, USMC: $1,106,250; State: $1,106,250 H&M Farms: 250 acres, USMC: $550,000; State: $550,000 Beck-Folkstone: 376.52 acres, USMC: $922,500; State: $922,500 MCAS Beaufort – 3 projects Battey: 63.55 acres, USMC: $469,125; County: $780,875 (F/E) Rathbun: 28 acres, USMC: $1,200,000; County: $700,000 (E/E) Lucky: 69 acres, USMC: $232,875; County: $517,125 (F/E) These projects were completed in FY05. Three projects at MCB Camp Lejeune, NC. Partnered with State of NC. Easement restricts incompatible development proximate to Lejeune’s range. Three projects at MCAS Beaufort, SC. Partnered with Beaufort County. Easement restricts residential and commercial development within the Air Stations Accident Potential Zones (APZ).

FY 06 EP Projects MCAS Cherry Point Townsend Bombing Range (TBR) Executed purchase agreement with North Carolina Coastal Land Trust (NCCLT) to acquire a 42 acre easement buffer adjacent to Piney Island Bombing Range. The Marine Corps and NCCLT contributed $128,300. Townsend Bombing Range (TBR) Signed purchase agreement with The Nature Conservancy to acquire a 10,687 acre easement on a buffer adjacent to TBR. Derived a $1,133,000 saving over the appraised value of $2,730,000 Here are the projects currently in progress for FY06. Offers have been or will be made over the next 60 days. We have a total of $7,472,000 ($3.5M HQMC; $3.972M OSD). I have another slide later in the brief of the funding breakdown.

FY 06 EP Projects MCAS Beaufort MCB Camp Pendleton Deposited $2,374,959 into a five-year escrow account to partner with Beaufort County and split acquisition costs in pursuit of approximately 2,368 acres adjacent to MCAS Beaufort. First acquisition will take place in FY07 with three buffer easements totaling about 248 acres. MCB Camp Pendleton Partnering with the Trust for Public Land (TPL), the Marine Corps will execute multiple acquisitions over a five-year period. Acquiring two easements over 1,253 acres adjacent to Camp Pendleton with both the Marine Corps and TPL paying $1,960,000.

Potential FY 07 REPI Projects MCAS Beaufort Partners include Beaufort County, to protect 2,706 acres Total cost: $ 21,232,082 Partners contribution: $10,448,541 (49% of the total project cost) MCAS Cherry Point Partnering with North Carolina Coastal Land Trust, to protect 3,507 acres Total cost: $14,812,841 Partner contribution: $7,132,125 (48% of the total project cost) As mentioned, this is a continuation of the FY07/08 projects.

Potential FY 07 REPI Projects MCB Lejeune Partners include North Carolina Wildlife Resources and North Carolina Coastal Land Trust, to protect 2,521 acres Total cost: $10,870,000 Partner Contribution: $5,330,000 (49% of the total project cost) MCB Camp Pendleton Partners include the Nature Conservancy, Trust for Public Land, the California Wildlife Conservation Board and Fallbrook Land Conservancy, to protect 340 acres Total cost: $5,813,000 Partner Contribution: $2,791,500 (48% of the total project cost)

EP Strategy Multi-Year Agreements Portfolio Management Funds are obligated at the time of deposit into the escrow account. Additional funds are deposited as projects are identified. Portfolio Management If a project falls through, Portfolio Management allows the Marine Corps to pursue additional opportunities. Portfolio Management will continue to be vital as interest in multi-year agreements is increasing. As you see, in FY04 HQMC funding one project for $156K; $4.6M in FY05; and about $3.5M in FY06. OSD provided funds in FY05 - $1.5M; and $3.972M in FY06. I envision that HQMC will have at least $3.5M in FY07 and $4M from OSD. As indicated, OSD’s allocation is based on our FY06 allocation, which is significantly lower than the projects currently under review. Furthermore, it’s possible that OSD may give us less if they only get $20M in FY07, whereas they had $37M in FY06. Bottom line: Funding will continue to be scarce in FY07, heightening the competition for limited resources.

MCAS Cherry Point Complex This slide shows the major facilities that make up the Cherry Point Complex. MCAS Cherry Point is the home of the 2d Marine Aircraft Wing and the Naval Aviation Depot. The Piney Island Bombing Range (BT-11), is a 12,000 acre multi-service Air-to-Surface and Electronic Warfare Range. Marine Corps Outlying Field Atlantic is home to the Mid-Atlantic Electronic Warfare Range. Marine Corps Auxiliary Landing Field Bogue, is operated by the 2d MAW and used for FCLP and VSTOL AV-8B Harrier training. Marine Corps Outlying Field Oak Grove supports 2d MAW rotary-winged aircraft training.

USMC Achievements Encroachment Control Plans, AICUZ, RAICUZ, RCUZ, RCMPs, and JLUS studies Planning charrettes with Developers being conducted with OSD assistance CPLO Campaign Plan Regional Encroachment Offices with MCI-East and MCI-West EP Tri-fold EP Business Process model HQMC O&M Funding (OPLAN) was requested and obtained in POM OSD funding (REPI) was requested and obtained Installation Commanders Guide to EP is complete (on NAVFAC portal) Successful Encroachment Partnering Agreements Workshops for the Installation-level CP&LOs. Updating the Marine Corps Order on Encroachment. Integrating engagement tools such as range tours, population growth models, and information sharing portals into our encroachment control efforts.

Questions and Discussions