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Site Inspection Checklist

Appendix 8E.1

Ownership Information Name of Potential Grantor(s): Phone Number(s): Mailing Address(es): Email Address(es): Additional Property Owner(s): (Complete contact information sheet) Contact Made by (WRLT staff): Physical Address of the Property: Directions to Property: Preliminary Research Before Site Inspection ___ Review USGS topo map, aerial images, soil data, habitat maps ___ Prepare materials (land conservation brochure, etc.) ___ Review land transfer information (real estate information) Initial Meetings / Site Visits ______________ Date of 1st site visit ______________ Date of 2 site visit ______________ Date of 3 site visit Who attended the initial site visit? Staff assigned to followup: To Discuss with Landowner During Initial Meetings ___ Identify conservation attributes of the property ___ Discuss conservation options and answer questions ___ Discuss easement donation or purchase ___Family planning and goals for property: ___Conservation options: easement, life estate, bargain sale of land, other organizations (TNC, RMEF) Property Information Total Number of Acres: Current Land Use: Historic Land Use: Adjacent Land Use: General Property Description: Current Physical Improvements: Proposed Physical Improvements: Describe Property Boundaries and issues with, including trespassing and walkability: Is property within service area? Hazards and Risks Acres for Project: Current Zoning: ___ Discuss process: board approval, subordination, press, monitoring ___ Discuss management plans and options ___ Leave appropriate materials for landowner to review
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Date of Contact:

__ Review tax parcel information __ Discuss property with other staff __ Water rights and/or mineral rights search

Follow-up (what and when) ____________________________________________________________ Follow-up (what and when) ____________________________________________________________ Follow-up (what and when) ____________________________________________________________

Signature ____________________________________________

Date _______

Hazardous materials or dumping noticed during visit: Public use problems (access, dumping, vandalism)? Potential safety hazards: Resources: Describe resources and how landowner intends to manage them Agriculture: Timber: Mining, oil, gas, or geothermal: Recreation or public access: Water features and water rights (note places of diversion and uses): Natural habitat: Aesthetic and cultural features: Historical Features: Open space (describe how the public views the property if applicable): Potential threats to conservation values (adjacent land use, developments, etc.) Follow-up Materials to be Sent to Landowner Date materials sent:

Draft Project Proposal Letter Date proposal sent: To be included in proposal letter: Grantor advised to obtain independent legal advice To comply with requirements of IRC 170(h) if a deduction will be claimed Owner is responsible for valuation of IRS appraisal if property valued over $5000 by USAP qualified appraiser No assurance of deductibility Date proposal received: Letter drafted by:

Signature ____________________________________________

Date _______