Conservation Defense Insurance Survey

1.

Please read the Report or Executive Summary before providing comments through this survey. These and other materials are available on this Web page:http://www.landtrustalliance.org/about-us/programs/conservation-defense/insurance

Thank you for taking a few minutes to provide feedback on the proposed Conservation Defense Insurance program to help us determine its feasibility.

Leslie Ratley-Beach
Conservation Defense Director
Land Trust Alliance
44 Deerfield Drive
Montpelier, VT 05602
802-262-6051 phone and fax
lrbeach@lta.org

1. Where have you received information about the Alliance's efforts to determine the feasibility of a Conservation Defense Insurance program (check all that apply)?

Where have you received information about the Alliance's efforts to determine the feasibility of a Conservation Defense Insurance program (check all that apply)? Alliance eNews

Alliance public website

Another organization

Friend\colleague

Mailing

Phone conference

Rally presentation

State or regional conference presentation

Other (please specify)

2. Please tell us a little about your land trust:

Please tell us a little about your land trust: What year was your land trust created?
Does your land trust have paid staff?
If yes, how many full time equivalents?
What state do you operate in?
Does your land trust operate in one or a few towns, in a portion of your state or statewide or in multiple states or nationally?

3. Please tell us how many:

Please tell us how many: Conservation easements (CEs) your land trust holds:
Fee land parcels your land trust holds:

4. Please estimate the age of your CEs by numbers originated per decade:

Please estimate the age of your CEs by numbers originated per decade: 2000s
1990s
1980s
1970s
pre-1970s
We don't have any CEs (type an X in the box)

5. Please estimate the age of your fee land parcels by numbers originated per decade:

Please estimate the age of your fee land parcels by numbers originated per decade: 2000s
1990s
1980s
1970s
pre-1970s
We don't have any fee land parcels (type an X in the box)

6. Would your land trust be interested in insuring conservation easements against litigation?

Would your land trust be interested in insuring conservation easements against litigation? Yes

Still undecided

7. Would your land trust be interested in insuring its fee land parcels against litigation?

Would your land trust be interested in insuring its fee land parcels against litigation? Yes

Still undecided

8. What is an approximate insurance premium threshold at which your land trust would consider participating in a conservation defense insurance program (select one)?

What is an approximate insurance premium threshold at which your land trust would consider participating in a conservation defense insurance program (select one)? Under $25/ce/yr

$25/ce/yr

$50/ce/yr

$75/ce/yr

$100/ce/yr

Other

9. What issues do you see as posing risks to your ability to enforce your conservation easements? [Please rate each one from 1 (Most Important) to 5 (Least Important)]

	1 - Most Important	2	3	4	5 - Least Important
Age (what year was the CE signed)	What issues do you see as posing risks to your ability to enforce your conservation easements? [Please rate each one from 1 (Most Important) to 5 (Least Important)] Age (what year was the CE signed) 1 - Most Important	2	3	4	5 - Least Important
Before conservation value (land worth a lot more without CE)	Before conservation value (land worth a lot more without CE) 1 - Most Important	2	3	4	5 - Least Important
Development pressure	Development pressure 1 - Most Important	2	3	4	5 - Least Important
Land use - what is the natural resource type and level of human interaction (e.g., farm, timberland, natural area, public recreation, historic, scenic)	Land use - what is the natural resource type and level of human interaction (e.g., farm, timberland, natural area, public recreation, historic, scenic) 1 - Most Important	2	3	4	5 - Least Important
Number of successor owners	Number of successor owners 1 - Most Important	2	3	4	5 - Least Important
Public access	Public access 1 - Most Important	2	3	4	5 - Least Important

Other (please specify)

10. What resources or practices do you rely on to control or minimize those risks? [Please rate each one from 1 (Most Important) to 5 (Least Important)]

	1 - Most Important	2	3	4	5 - Least Important
Access to state attorney general for CE defense	What resources or practices do you rely on to control or minimize those risks? [Please rate each one from 1 (Most Important) to 5 (Least Important)] Access to state attorney general for CE defense 1 - Most Important	2	3	4	5 - Least Important
Accreditation	Accreditation 1 - Most Important	2	3	4	5 - Least Important
Attorney review of all transactions	Attorney review of all transactions 1 - Most Important	2	3	4	5 - Least Important
CE management plan requirement	CE management plan requirement 1 - Most Important	2	3	4	5 - Least Important
Co-held CEs	Co-held CEs 1 - Most Important	2	3	4	5 - Least Important
Complete and accurate baseline documentation report for each conservation easement	Complete and accurate baseline documentation report for each conservation easement 1 - Most Important	2	3	4	5 - Least Important
Land trust annual monitoring	Land trust annual monitoring 1 - Most Important	2	3	4	5 - Least Important
Use of CE template	Use of CE template 1 - Most Important	2	3	4	5 - Least Important

Other (please specify)

11. What criteria would you use as minimum qualifications for land trust participation in such a program if the Alliance creates it [Please rate each one from 1 (Most Important) to 5 (Least Important)]?

	1 - Most Important	2	3	4	5 - Least Important
Accreditation	What criteria would you use as minimum qualifications for land trust participation in such a program if the Alliance creates it [Please rate each one from 1 (Most Important) to 5 (Least Important)]? Accreditation 1 - Most Important	2	3	4	5 - Least Important
Alliance membership	Alliance membership 1 - Most Important	2	3	4	5 - Least Important
Annual income-expense statement where income at least equals expenses	Annual income-expense statement where income at least equals expenses 1 - Most Important	2	3	4	5 - Least Important
Documentation for every conservation easement	Documentation for every conservation easement 1 - Most Important	2	3	4	5 - Least Important
General liability insurance coverage	General liability insurance coverage 1 - Most Important	2	3	4	5 - Least Important
Has adopted and is committed to the Land Trust Standards and Practices (S&P) that are published by the Land Trust Alliance (Quasigovernmental land trusts would use the interpretation document for S&P. Board resolutions are updated with every change in S&P)	Has adopted and is committed to the Land Trust Standards and Practices (S&P) that are published by the Land Trust Alliance (Quasigovernmental land trusts would use the interpretation document for S&P. Board resolutions are updated with every change in S&P) 1 - Most Important	2	3	4	5 - Least Important
Has been in operation for at least two years and continues to be so	Has been in operation for at least two years and continues to be so 1 - Most Important	2	3	4	5 - Least Important
Has dedicated funds available for CE defense	Has dedicated funds available for CE defense 1 - Most Important	2	3	4	5 - Least Important
Has preservation and protection of conservation values as a primary organizational purpose	Has preservation and protection of conservation values as a primary organizational purpose 1 - Most Important	2	3	4	5 - Least Important
Holds at least one conservation easement or owns at least one parcel of land in fee	Holds at least one conservation easement or owns at least one parcel of land in fee 1 - Most Important	2	3	4	5 - Least Important
In good standing in all states where the land trust holds easements or fee-owned land where insurance is sought	In good standing in all states where the land trust holds easements or fee-owned land where insurance is sought 1 - Most Important	2	3	4	5 - Least Important
Maintains its tax exempt status with the IRS and is in good standing with the IRS (A comparable standard for quasigovernmental land trusts will be applied)	Maintains its tax exempt status with the IRS and is in good standing with the IRS (A comparable standard for quasigovernmental land trusts will be applied) 1 - Most Important	2	3	4	5 - Least Important
Regular stewardship monitoring	Regular stewardship monitoring 1 - Most Important	2	3	4	5 - Least Important
Sufficient record keeping	Sufficient record keeping 1 - Most Important	2	3	4	5 - Least Important
Uses a standard template CE	Uses a standard template CE 1 - Most Important	2	3	4	5 - Least Important

Other (please specify)

12. Do you have any overall questions or comments about the feasibility of conservation defense insurance?

Do you have any overall questions or comments about the feasibility of conservation defense insurance?

13. If you would you like more information on the conservation defense insurance feasibility initiative, please provide us with your name and information for preferred mode of contact:

If you would you like more information on the conservation defense insurance feasibility initiative, please provide us with your name and information for preferred mode of contact: Full name
E-mail
Address 1
Address 2
City
State
Zip
Phone number

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