NAPTEP Checklist

· Policies · 2024

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Topics: First Nations & reconciliation · Governance & budget · Climate & environment — our classification, not the Trust's.

Extracted text (beginning)

10/21/2024 1 of 4 
 
Islands Trust Conservancy – General Process for Negotiating and Registering Covenant (and EcoGift) 
NAPTEP Natural Area Protection Tax Exemption Program Checklist 
* Beginning from when NAPTEP Application and Phase 1 fee submitted by landholder  
NAPTEP PHASE 1 
 
Task Responsibility Details Timeframe 
Application received 
and reviewed 
ITC 
ITC staff review the application, confirm eligibility, and 
contact the landowner to arrange for a site visit 
Approx. 2 
weeks 
Site visit 
ITC / 
landholder 
Walk the property together and discuss conservation 
goals, process, property vision, etc 
2 – 3 weeks 
(variable 
depending 
on 
schedules) 
Application prepared for 
ITC Board review 
ITC 
ITC staff prepares a detailed staff report and 
recommendation for the next Board meeting; Board 
meetings are in January, March, May, July, October, and 
November. Timeframe depends on alignment with 
deadlines for Board meeting information 
 
 
 
1 – 2 
months 
ITC Board approval of 
Conservation Proposal 
ITC 
ITC Board decides whether or not to take on the 
conservation covenant 
Confirm covenant co-
holder 
ITC / 
landholder 
Discussions and agreement with any proposed local 
conservancy as co-holder of covenant 
Concurrent 
with 
preparing 
staff report 
First Nations referrals ITC First Nations referrals providing 90 day response time 
3 - 4 
months 
Ministerial approval ITC 
* New, interim requirement for all conservation 
proposals to be approved by the Minister of Municipal 
Affairs 
2 - 4 weeks 
Notice to Local Trust 
Committee 
ITC 
An information-only item is sent to relevant Local Trust 
Committee. ITC staff may also discuss the application 
with Islands Trust Planning Team 
 
Referrals to other 
agencies 
ITC 
Other referrals necessary only in cases where there is 
an agency with vested interest, e.g., adjacent to a Park, 
a public trail right-of-way, etc. 
1 – 3 
months, 
often 
concurrent 
with other 
steps 
Address any concerns 
from referrals 
ITC / TBD 
Any concerns are likely related to phrasing in the 
covenant and ensuring that there is no potential conflict 
between the terms of the covenant and the agency’s 
rights and responsibilities 
 
Note: ALL responses to referrals to be received prior to proceeding to Trust Council review. 

10/21/2024 2 of 4 
 
Trust Council approval 
of entry into NAPTEP 
ITC 
ITC staff prepares a report for Island Trust Council. Trust 
Council is responsible for deciding whether or not to 
issue a tax exemption certificate for NAPTEP covenants. 
Timeframe depends on alignment with deadlines for 
Trust Council meetings (held quarterly).  
3 - 6 
months 
after ITC 
Board 
approval 
Total time for Phase 1 (from Application submitted to review by Trust Council): variable but average 6 - 7 months 
NAPTEP PHASE 2  
Task Responsibility Details Timeframe 
Phase II fee payment Landholder Phase II fee payment required before proceeding  
Priority Agreement from 
Mortgage Holder 
Landholder 
(ITC can 
p

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