1. 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.

2. The FEW…
The PROUD…
The MARINES…

3. 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.

4. 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.

5. 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

6. 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

7. 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

8. 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

9. FY 05 EP Projects MCB Camp Lejeune (F/E) MCAS Beaufort – 3 projects
Lanier: acres, USMC: $1,106,250; State: $1,106,250
H&M Farms: 250 acres, USMC: $550,000; State: $550,000
Beck-Folkstone: acres, USMC: $922,500; State: $922,500
MCAS Beaufort – 3 projects
Battey: 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).

10. 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.

11. 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.

12. 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.

13. 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)

14. 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.

18. 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.

19. 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.

20. Questions and Discussions