BUSINESS CASE AUGUSTA LIFESTYLE/RETIREMENT VILLAGE MAY 2014
Rosewood Care Group 67 Cleaver Street, West Perth Western Australia 6005 P: (08) 9328 5822 F: (08) 9328 2417 E: [email protected] www.rosewoodcare.org.au Business Case Augusta Lifestyle/Retirement Village May 2014
TABLE OF CONTENTS
PART 1 - DEMAND STUDY Summary Page 3 1.1 Introduction Page 6 1.2 Community Meetings Page 7 1.3 Demand Analysis Page 10 1.4 Community Survey Results Page 13 1.5 Housing Options/Competition Page 15 1.6 McCrindle Baynes National Survey Page 18 1.7 Conclusions Page 20
PART 2 – DEVELOPMENT & CONCEPT 2.1 Environmental Proposals Page 23 2.2 Services Page 23 2.3 Site Plan/ Staging Plan/ Floor Plans Page 24 2.4 Commerce Page 26 2.5 Program Page 28 2.6 Land Tenure Page 28 2.7 Type of Village Page 29 2.8 Recommended Village Option Page 35 2.9 Putting the Package to the Not for Profit Market Page 36
Appendices: Appendix 1 – Survey Questionnaire Report Appendix 2 – Environmental Proposals Appendix 3 – Service Plans Appendix 4 – Architectural Concept Plans Appendix 5 – Order of Magnitude Estimates Appendix 6 – Indicative Development Program Appendix 7 – The Deferred Land Payment Option
1 | P a g e Business Case Augusta Lifestyle/Retirement Village May 2014
BUSINESS CASE AUGUSTA LIFESTYLE/RETIREMENT VILLAGE
PART 1 – DEMAND SUMMARY
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SUMMARY The Shire of Augusta Margaret River has identified the potential need for a lifestyle/retirement village in Augusta. A feasibility study produced by the AEC Group in March 2013 confirmed that the proposal could be feasible under the right conditions. In January 2014, the Shire appointed the Rosewood Care Group to prepare a business case for a new lifestyle/retirement village in Augusta.
This section of the business case aims to establish the level of demand for a lifestyle/retirement village in Augusta. Particular importance has been placed on community consultation.
From talking to a wide range of people in the local Augusta community, we established that there is demand from existing residents for alternative housing options for older people in Augusta. However, the level of demand was difficult to quantify. The concept of a lifestyle/retirement village appears to be accepted by the community, so long as it offers free standing, age friendly, 2-3 bedroom homes at around a $400,000 price point.
Whilst the existing 18 Leeuwin and Catholic Church units play a valuable role in the community, there is a view that they are an older generation of seniors housing and that they are not attractive to a large section of the current over 65’s population in Augusta.
The site identified by the Shire for the purposes of this report - close to the Community Hall and accessed off Hillview Road – was generally considered to be well located in terms of town centre and leisure facilities. Some people would like to see a larger site (with a larger village) developed and some people would like the site to have the capacity for expansion.
Based on ABS census data and typical market penetration for retirement villages, the theoretical demand in Augusta (2016 forecast) is estimated to be somewhere between 6 and 9 units, increasing to between 12 and 16 units by 2021 and to between 18 and 23 units by 2026. This demand forecast is based on the local township of Augusta population only and ignores people who may move directly to a retirement village unit from elsewhere in the south west region or from further afield.
A questionnaire based demand survey was carried out in Augusta. A total of 99 responses were received from local people aged 65 and over which we have calculated to represent 175 local people, or 41% of the people aged 65 and over living in Augusta. This is considered to be a very representative portion of the local community.
A selection of the key results from the questionnaire is listed below:
89% of the people who responded owned a house with a value of over $400,000, The house features people are looking for are in line with current industry norms – e.g. a free standing home with 2 or 3 bedrooms, 88% of people who responded consider the proposed site location to be a good one. Only 12 people who responded considered themselves to be “actively looking for the right lifestyle/retirement village” at the moment, and Only 3 people who responded said that “if they found the right development they would be likely to move in the next 12 months”.
Only 12 responses from people who said that they were actively looking for the right lifestyle/retirement unit (from 41% of the over 65 population) would suggests that there may be
3 | P a g e Business Case Augusta Lifestyle/Retirement Village May 2014 current/new demand from people living in Augusta for as many as 29 units. However, it is considered unlikely that everyone who says they are “looking” would choose to live in a new retirement village in Augusta (if it was built).
Only 3 responses from people who said that they were likely to move in the next 12 months (from 41% of the over 65 population) suggests that there is current/new demand from people living in Augusta for only 7 units. This is likely to be a more accurate reflection of the real demand today.
The closest retirement village unit provision to the LGA of Augusta Margaret River is Busselton, where there are two larger lifestyle retirement villages and one smaller village. Retirees seeking a sea change/tree change lifestyle in the South West corner of WA are likely to consider Busselton alongside Margaret River and Augusta.
There are currently 443 retirement village units in Busselton, which represents a market penetration of 9% - considerably higher than the WA and national averages. From a positive point of view, this market penetration suggests that retirees move to Busselton from elsewhere. From a negative point of view, if we combine Busselton with Augusta Margaret River, the overall market penetration of retirement village units for the region is 8.2% which suggests that the combined region is over provided with units.
The 2011 Census information identifies that the demographics within the Augusta Market is heavily weighted to retirees and holiday homes. With around 34 % of the population being over 65. It would also appear that a large number of the 550 occupied dwellings are retirees whilst the 500 unoccupied dwellings would suggest a large number of holiday homes.
For the 16 year period prior to the Global Financial Crisis in 2008 the average turnover of property in Augusta was 83 sales per annum. Since then it has dropped to an average of 31 sales per annum. As a result of this huge decline in sales and the fact that the normal levels of new listings become available each year, the number of properties currently on the market is abnormally high at 171 - of which 100 are houses or units.
The Silver Vines retirement village in Margaret River encountered price resistance when Stage 3 was launched with prices around $400,000. The Silver Vines development is considered to be very dense and there are no double garages – a preference for potential purchasers.
The December 2013 McCrindle Baynes national study of the retirement village industry identified the following information:
o For new village entrants, 8% were under 65 years of age, 17% were aged 65 to 69, 20% were aged 70 to 74, 54% were aged 75 or older and 32% aged 80 or above. o More than half (56%) of the village residents moved more than 10 km from their previous home to their current village residence. 37% moved more than 20 km and 22% moved more than 50 km.
4 | P a g e Business Case Augusta Lifestyle/Retirement Village May 2014 o The top 3 reasons village residents chose their particular village (Pull factors) were because they could stay independent (87%), safe environment and emergency support (87%), and village facilities (87%). Closely matched was maintenance on site (86%). o Recent village residents are mostly satisfied that their expectations have been met, with 73% stating they were ‘extremely satisfied’ or ‘very satisfied’. This increased to 94% with ‘somewhat satisfied’. Just 2% stated they were ‘Not satisfied at all’ o Perhaps most importantly for an age group that is generally 75 years or older, 30% stated their ‘overall happiness and life satisfaction’ had increased significantly since moving into the village with a further 29% stating it had increased slightly – a total of 59%. o 48% of recent residents had a significant health incident prior to moving to the village, that health incident either somewhat or strongly influenced their decision to move into the village o Almost all residents funded their village home by selling their previous family home (88%).
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1.1 INTRODUCTION The township of Augusta is located on the south-west coast of Western Australia, approximately 310 km’s south of Perth and 40km south of Margaret River. The township is a popular retirement destination and has a proportionately older age profile.
The Shire of Augusta Margaret River has identified the potential need for a lifestyle/retirement village to allow both ageing in place of existing residents and to accommodate the needs of people in the broader region who seek to live in an attractive and iconic setting with a variety of recreational opportunities.
The Shire previously commissioned a feasibility study for the potential lifestyle development. A feasibility report was produced by the AEG Group in March 2013 which confirmed that the proposal could be feasible under the right conditions.
In December 2013, the Shire sought quotations to prepare a business case to determine whether there is sufficient merit in progressing with the proposal and to be used to attract and inform potential developers/operators.
In January 2014, the Rosewood Care Group was selected to prepare the business case.
This section of the business case aims to establish the level of demand for a lifestyle/retirement village in Augusta.
The main focus of the work undertaken to establish potential demand was to engage directly with the local community through discussions with individual people, community meetings and an extensive survey questionnaire.
The outcomes from this community consultation were combined with previous demand studies (the AEC Group) additional research, a review of the local property market and reference to national retirement village research to produce a more accurate reflection of potential demand.
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1.2 COMMUNITY MEETINGS Two important community meetings were arranged to identify key local issues. First Community Meeting – Key People
On 17 February 2014 a full day of meetings were scheduled at the Augusta Shire offices which included the following people:
o Michael Smart, President AMRS, o Kym Hastie, Councillor AMRS, o Matt Cuthbert and Nick Logan from the Shire of Augusta Margaret River, o Merv Barrett from the Men’s Shed, o John Williams and Wilson Garrick from Leeuwin Lodge, o Cam Gilmour from the Community Development Organisation, and o Stocker Preston Real Estate Agency.
Key issues noted during the meetings were as follows:
o In addition to the smaller site identified in the brief provided to Rosewood Care, Shire Councillors have also considered a larger retirement village on an 8 hectare site to the west of the sports oval. o Discussions with Shire officers suggested that the larger site will have significant fire and environmental issues to resolve. o There may be a future requirement for a second sports oval which would affect the size of site available close to the Community Centre. o Several people commented that Augusta has, historically, been a “middle income retirement destination” but houses may now be too expensive for the traditional market. o It was noted that the caravan parks in Augusta are full of “grey nomads” who may be part of the target market. o It was suggested that a lot of local older people would not be able to afford expensive new retirement village housing. o A lot of older residents currently move away (e.g. back to Perth) because there is no suitable retirement housing. o A number of comments were made that the Leeuwin Units and Catholic Church units were “past generation” and not attractive to many people. o There appeared to be a general view that the Silver Vines units in M/R were not what people in Augusta wanted – too dense and too many single garages. o It was emphasised that any development would have to be “attractive” to get people here from outside of Augusta. o An elaborate/expensive clubhouse is not required. o The Community Hall is nearby and should be utilised more. o The managers of the Leeuwin units believe that the Shire should be talking to them about expanding this site. It was noted that additional land is available adjacent to the Leeuwin units. o The existing Men’s Shed site could easily be connected to the proposed retirement village. o Houses need to be big enough to accommodate visitors.
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o Locals would prefer a form of title and are very conscious of property investment and inheritance. o There was a general view that $400,000 housing product would be very marketable. o Currently, there is no suitable (for down-sizing) “quality” houses in town in the $350K to $500K range. o There are a lot of properties currently for sale in Augusta. Second Community Meeting – Survey Results Presentation
A widely advertised community meeting was held at 2pm on 27 March 2014. The main purpose of the meeting was to present the findings from the survey questionnaire and to invite discussion and comment from the community.
An outline plan for the proposed site (together with community links) and example house plans were also presented.
A total of 38 residents attended the presentation/meeting.
The presentation was well received and a number of questions and issues were raised by attendees.
Questions asked/issues raised included:
o Some attendees expressed surprise that a decision had been made to utilise a specific site close to the Community Hall – the site bounded by Hillview Road and Allnutt Terrace. It was explained that a final decision had not been made. However, the identified site was selected because of its proximity to the town centre and existing services. o One attendee expressed concern that the Shire was prepared to “give” land to a retirement village operator rather than use the proceeds to improve services in Augusta – which he described as already being a retirement village. It was explained that land would only be given to a not-for-profit provider and that the Shire could not sell the land. o A number of attendees thought that any site selected should have the capacity for future expansion – with additional units or an aged care facility. o One attendee stated that increasing the number of retirement units in the town will lead to an increase in demand for aged care services therefore the Shire needs to consider the “whole picture”. o A question was asked about the likely form of tenure for the proposed units. It was explained that this had not been decided but that most not-for-profit operators used a lease/loan structure. This form of tenure and the associated deferred fee model was explained. o One attendee stated that as the recycling plant was going to close, this would provide an opportunity for additional land. o One attendee asked if solar panels and rain water tanks would be provided. It was stated that many locals have solar power and do not pay water rates because they collect their own water. o Attendees were interested in block sizes and appeared to accept the density of units shown on the draft site plan.
8 | P a g e Business Case Augusta Lifestyle/Retirement Village May 2014 o Attendees were interested in the size and layout of the example houses presented. Our impression was that the 2 and 3 bedroom freestanding home examples presented were the type of house people wanted.
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1.3 DEMAND ANALYSIS The Shire of Augusta and Margaret River commissioned AEC Group to carry out a “Feasibility Study for the Augusta Lifestyle/Retirement Village” The final report was completed in March 2013 and a copy of this report was made available to Rosewood Care Group.
Section 4 of the AEC Group report included an excellent desk-top analysis of the population and demographics of the Augusta Margaret River local government area. We see no point in duplicating the detailed information within this report.
We agree with all of the population and demographic data presented in the report. However, we disagree with some of the key findings within the retirement village demand data presented in Section 4.5.3 of the report. In particular, we believe that the demand forecast for “Augusta and Suburbs” shown in Table 4.7 is over stated.
The following information is an extract from the AEC report (page 21):
Table 4.7 provides a market share assessment to estimate the potential demand for a retirement village on the subject site. The key points to note from this analysis are:
If new demand for ILUs in Augusta was consistent with the current proportion of persons aged over 65 years in 2016 it is estimated that there would be demand from between 8 to 12 residents of Augusta for an ILU on the subject site.
Given the lack of supply of ILUs within Augusta currently it is reasonable to suggest that Augusta may attract a higher proportion of the LGAs projected ILU demand. If Augusta accounted for 50% of new demand by 2016, it is estimated the site could accommodate between 13 and 19 units. A development of this size would be smaller than any other retirement village in the region and unlikely to be able to yield sufficient economies of scale through the development process to make it viable.
Also shown are the demand projections for 2021. By this time due to a combination of increased population and a higher proportion of persons aged above 65 years, the demand for new ILUs across the Augusta-Margaret River LGA is estimated at between 65 and 103. If Augusta accounted for half of this demand it is estimated that the subject site could accommodate between 32 and 52 ILUs, a size easily consistent with other retirement villages in the region. This number of ILUs in Augusta would represent a market penetration rate of between 7% and 11%.
A number of assumptions were made by AEC which have the effect of inflating the forecast demand for retirement village units in Augusta. We comment on these assumptions below:
1. The AEC forecast assumes that Augusta might attract 50% of the retirement village unit demand for the whole of Augusta Margaret River simply because there are no units in Augusta at present. The reality is that it would make more commercial sense to build additional units in Margaret River where there will continue to be greater demand. We believe that the forecast should be based on the over 65 population demand for Augusta only. Augusta currently represents 29% of the over 65 population. We propose that this share of the over 65 population is maintained.
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2. The AEC forecast does not account for the 28 retirement units currently provided in Augusta by the Lumen Christi Church (12) and the Leeuwin Units (16). These units increase the provision in the region to 80 in total and significantly increases the current market penetration. 3. As part of the unit demand forecast, the AEC report assumes that the number of persons per unit is 1.25. It is difficult to get accurate data on this figure. However, on a national basis, what is certain is that at the point of moving into a retirement village the ratio is much higher than this. The retirement village industry “rule of thumb” is that two thirds of people moving to a village will be couples (77% of people who responded to our questionnaire survey were couples). Clearly, over time, this ration will decrease. Again, the longer term industry rule of thumb for mature villages is one third couples. As we are considering demand for new provision, we should be considering the ratio at the time of moving. The minimum ratio we would recommend using is 1.5. 4. The AEC forecast includes two scenarios for the growth in market penetration, i.e. a low scenario and a high scenario. Under the high scenario, market penetration increases to 7.9% by 2021 and then to 10.5% by 2026. The current market penetration of 6.4% in WA is higher than the Australian average of around 5%. For forecasting purposes, we do not believe that there is sufficient evidence to suggest that a market penetration of greater than 6.4% should be used.
Based on the same set of population and demographic data, but a new set of key assumptions, Table 1.1 summarizes the theoretical retirement village demand for both the Augusta Margaret River LGA and Augusta only.
Table 1: Retirement Village Unit Demand – Augusta M/R LGA
Indicators 2011 2016 2021 2026 Notes Retiree population (65+) 1,467 1,914 2,455 3,014 ABS data (AEC Report) Retirement village units 80 80 80 80 Siver Vines, Leeuwin & Church Retirement village residents 106 106 106 106 Estimate (1/3 couples) Current retirement village penetration rate 7.3% 5.6% 4.3% 3.5% Calc Penetration rate excluding non locals (30%) 5.1% 3.9% 3.0% 2.5% Calc Current (high penetration rate) scenario Current South West & WA penetration rate 6.4% 6.4% 6.4% 6.4% AEC estimate Theoretical demand (people) 19 48 83 118 Calc Residents per RV unit asumption 1.5 1.5 1.5 1.5 Between 1/3 & 2/3 couples New RV unit demand - Augusta M/R 13 32 55 79 Calc New RV unit demand - Augusta only (29%) 4 9 16 23 Calc National (lower penetration rate) scenario Current national penetration rate 5.5% 5.5% 5.5% 5.5% Average national figure (AEC) Theoretical demand (people) 6 31 61 91 Calc Residents per RV unit asumption 1.5 1.5 1.5 1.5 Between 1/3 & 2/3 couples New RV unit demand - Augusta M/R 4 21 40 61 Calc New RV unit demand - Augusta only (29%) 1 6 12 18 Calc
In order to estimate the number of people living in the 80 existing retirement village units in the Shire we have assumed that one third of them will be couples. Also, as we are focussing on the over 65 population in the Shire, we have adjusted the market penetration rate to exclude the assumed 30% of retirement village residents who moved from outside of the Shire.
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The table above suggests that demand for the township of Augusta on its own in 2016 will be is somewhere between 6 and 9 units, increasing to between 12 and 16 units by 2021 and to between 18 and 23 units by 2026.
Of course, this theoretical forecast range is based on the population of Augusta only and excludes demand from people who may move directly to a retirement village unit from elsewhere. Evidence from Silver vines Retirement village in Margaret River and Novacare Village in Busselton suggests that 70% of buyers are likely to be from the wider south west region (including Augusta itself) with 30% from further afield.
The findings from this forecasting exercise should be considered alongside the results from the community survey carried out in March 2014.
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1.4 COMMUNITY SURVEY RESULTS A questionnaire was created with the main aim of measuring the level of demand/support from local people for a new lifestyle/retirement village in Augusta. A copy of the questionnaire and an analysis of the responses is attached as Appendix 1.
The questionnaire distribution and returns information can be summarised as follows:
Table 2: Questionnaire distribution and returns
Number Number % Distribution Issued Returned Returned Insert in Pelican Post 1,600 23 1.4% Direct mail to pensioners 305 124 40.7% Other 100 4 4.0% Online (via Shire web site) N/A 1 Total 2,005 152 7.6%
It would appear that direct mail (with a stamped addressed envelope) was the most effective means of generating a response. Most pensioners would also have received a second copy of the questionnaire via the Pelican.
Current ABS statistics suggest that there are approximately 430 people aged 65 and over listed as residents of the township of Augusta.
If we strip out the questionnaire responses from people aged under 65 (38) and based on the questionnaire responses we assume that 10% of responses were from people living outside of the township of Augusta (15), our number of responses drops to around 99. The answers to Question 1 suggest that around 77% of responses were on behalf of a couple. This suggests that the responses were on behalf of around 175 people. This, in turn, represents approximately 41% of the people aged 65 and over listed as living in the township of Augusta.
A 41% response rate is high for this type of survey. Therefore, we can conclude that we captured the views of a representative portion of the community.
The key results from the questionnaire can be summarised as follows:
The positive results:
The response rate was high and very representative of the target market, 89% of the people who responded owned a house with a value of over $400,000, The house features people are looking for are in line with current industry norms – e.g.: a free standing home with 2 or 3 bedrooms, 72% of people who responded said that they would pay over $350,000 for a new home in the right retirement village, 65% of people who responded said that they would pay over $60 for the weekly service fees in the right retirement village, and
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87% of people who responded consider the proposed site location to be a good one.
The mixed results
Other than the requirement for a “function room”, a clear picture did not emerge for what communal/clubhouse facilities people valued more than others, and Other than the requirement for an emergency call button system, a clear picture did not emerge for what services people would value more than others.
The negative results
Only 12 people who responded considered themselves to be “actively looking for the right lifestyle/retirement village”, and Only 3 people who responded said that “if they found the right development they would be likely to move in the next 12 months”.
As a general overview, it can be concluded that a lot of people are interested in the concept of an ideal lifestyle/retirement housing solution and most of them could afford to buy into this product. However, only a small percentage of the target market is actively planning a move.
We should remember that in WA overall, only 6.4% of the population aged 65 and over live in a retirement village and this is higher than the national average of around 5%. With a current over 65’s population of only around 430 people this would suggest that only 27 people in Augusta would choose to live in a retirement village. Currently, there are 28 retirement housing units in Augusta.
The 12 responses from people who said that they were actively looking for the right lifestyle/retirement unit (from 41% of the over 65 population) would suggest that there may be current demand from people living in Augusta for as many as 29 units. However, it is considered unlikely that everyone who says they are “looking” would choose to live in a new retirement village in Augusta (if it was built).
The 3 responses from people who said that they were likely to move in the next 12 months (from 41% of the over 65 population) suggests that there is current demand from people living in Augusta for only 7 units. The 17 people who said they are likely to move within 12 to 24 months equates to 49 units. Again, it is considered unlikely that everyone who says they would move within 24 months would choose to live in a new retirement village in Augusta (if it was built).
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1.5 HOUSING OPTIONS/COMPETITION
In addition to visiting Augusta on two separate occasions to investigate the market, we have based our comments on the housing options available and the level of retirement village competition on the following information:
o A review of Section 4.4 of the AEC Group report which sets out the number of retirement village units in the South West Region. o A review of the real estate market in Augusta. o Discussions with a specialist retirement village real estate agent, previously responsible for selling the Silver Vines Retirement Village Units in Margaret River and currently involved with other villages in the South West Region.
Retirement Villages – South West Region
For the purposes of this report, subject to only one correction, we accept the information provided in Table 4.4 of the AEC Group report and we see no need to duplicate this information.
The correction is that Table 4.4 of the AEC Group report does not list the 16 Leeuwin Units or the 12 Lumin Christi Church Units. This omission is not material when considering the whole Region. However it is significant when considering the LGA of Augusta Margaret River in isolation.
The AEC Group report identifies a total of 1,084 retirement village units in the South West Region. This figure should be increased to 1,112 if we include the existing units in Augusta.
The majority of the existing provision is centred in-and-around Bunbury. However, unless people currently living in Augusta/Margaret River had strong ties to Bunbury is not considered that they would choose to move as far as Bunbury if local housing options were available.
The closest retirement village unit provision to the LGA of Augusta Margaret River is Busselton, where (according to the AEC Report) there are two larger lifestyle retirement villages and one smaller village. Retirees seeking a sea change/tree change lifestyle in the South West corner of WA are likely to consider Busselton alongside Margaret River and Augusta.
Busselton is also close enough to be considered by people living in Margaret River or Augusta as a retirement village housing option
According to the ABS 2011 Census results, the LGA of Busselton has an over 65 population of 4,906. The AEC Report states that there are currently 443 retirement village units in Busselton, which represents a market penetration of 9% - considerably higher than the WA and national averages.
It should be noted that Busselton also offers a number of other housing options for retirees, including smaller strata developments and long stay caravan parks.
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From Augusta’s perspective, the higher than average provision of retirement village units in Busselton can be viewed in two different ways.
From a positive point of view, it suggests that retirees move to Busselton from elsewhere – perhaps as much as 30% to 50% of the Busselton retirement village residents.
From a negative point of view, if we combine Busselton with Augusta Margaret River, the overall market penetration of retirement village units for the region is 8.2% of people aged 65 and over. This is also significantly higher than the WA and national averages and, theoretically, suggests that the combined region is over provided with units.
Augusta Real Estate
Based on discussions with local Real Estate Agents and our visits to Augusta, the following information was gathered for the Augusta real estate market:
The 2011 Census information identifies that the demographics within the Augusta Market is heavily weighted to retirees and holiday homes. With 34 % of the population being over 65 (which represents over 430 residents) and a high proportion of couples without children (39%) or lone residents (37%). It would appear a large number of the 550 occupied dwellings are retirees whilst the 500 unoccupied dwellings would suggest a large number of holiday homes.
The real estate market in Augusta has averaged approximately 69 sales per annum during the past 22 years. For the 16 year period prior to the Global Financial Crisis in 2008 the average turnover of property in Augusta was 83 sales per annum. Since then it has dropped to an average of 31 sales per annum. As a result of this huge decline in sales and the fact that the normal levels of new listings become available each year, the number of properties currently on the market is abnormally high at 171 - of which 100 are houses or units.
The majority of sales in the current market are for established houses in the $350,000 to $450,000 range with few sales above $600,000.
The number of established units/apartments in Augusta is few and sales are spasmodic. Sales range from $275,000 for a basic 2 bedroom 1 bathroom unit to $620,000 for a 3 bedroom 3 bathroom fully furnished apartment with excellent river and ocean views.
Augusta has a very limited number of Retirement Units. There are 12 x 2 bedroom units attached to the Lumen Christi Church which rarely become available and when they do the ingoing cost, or loan amount is approximately $165,000 to $175,000 which is depreciated over a five year period to 80% of the initial value with ongoing costs being $100 per week. Other retirement units are Leeuwin Units, with 16 units varying in price from $160,000 for a one bedroom unit to $250,000 for a 3 bed- room unit and ongoing costs of $50 per week.
Currently there are 71 blocks on the market ranging from $135,000 to $985,000 with only 4 sales in the past 12 months ranging in value from $125,000 to $167,000.
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Retirement Village Real Estate Information
In February 2014, discussions were held with a specialist retirement village real estate agent, previously responsible for selling the Silver Vines Retirement Village Units in Margaret River and currently involved with other villages in the South West. The following key information was noted:
The Silver Vines retirement village was designed with too many single garage properties.
Silver Vines was released to the market in three releases – commencing in 2007. The pricing list for stage 1 shows sale prices from $262k, the majority at $267k, two at $300k and one at $375k. The differential pricing reflects the design of the unit and more importantly the location in the village.
Stage 2 prices ranged from $300k to $315k.
Stage 3 prices were set at $400k to $405k and this stage did not sell as quickly.
Although there are different designs, each unit is recorded as being 118 square metres including the single garage.
Recently, Harcourts in Busselton have listed two units in Silver Vines, one at $270k “must sell” and one at $280k.
The agency has a lot of buyers looking for ILU’s with double garages and there are very few around.
The agency believes that for Augusta, at least two thirds of the units must have a double garage. A bonus to this is that the garage should have a roller door at the rear which opens on to a brick paved courtyard so residents can park a boat.
3 bedrooms or 2 bedrooms plus a study units are recommended.
One en-suite bathroom, preferably with a second bathroom, is recommended. The alternative is a second toilet only. Two wc’s is a must.
The agencies experience is that 70% of the sales will come from the SW region and 30% will be from other areas – with the latter moving to be closer to family.
The agency recommends smaller stages of say 10 to 15 units.
A Clubhouse is a must and if the development is staged the clubhouse must be in stage 1.
Expect average age at entry to be around 74.
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1.6 MCCRINDLE BAYNES NATIONAL SURVEY
In December 2013, McCrindle Baynes carried out the third national study of the retirement village industry. The survey was carried out in 243 villages nationally and is regarded as the most comprehensive of the industry.
The following extracts from the report relate specifically to recent purchasers – people who purchased a retirement village unit in 2012 to 2013. Recent purchasers accounted for 1,029 out of the 5,269 responses. This segment of the market is considered most relevant to the proposed new village in Augusta.
54% of village entrants over the two years prior to the survey were aged 75 or older, with 32% aged 80 or above. 8% of new village entrants were under 65 years of age, 17% were aged 65 to 69 and 20% were aged 70 to 74.
Making the move - recent purchasers
. 60% were influenced about their own personal future health in leaving their previous home.
. 40% were influenced by their spouse’s health in leaving their previous home
. More than half (56%) of the village residents moved more than 10 km from their previous home to their current village residence.
. 37% moved more than 20 km and 22% moved more than 50 km.
. Most (77%) did not move a greater distance than they had wanted or anticipated.
. 50% spent a year or less thinking of moving from their previous home.
. 58% were influenced in leaving their previous home because of the need for a home that was specially designed for easy ageing.
Push and Pull factors - recent purchasers
. Top 3 reasons residents chose to leave their previous home (Push factors) was to downsize while they could (84%), their home was becoming too big to manage (62%), and concern about my future health (60%).
. Top 3 reasons village residents chose their particular village (Pull factors) were because they could stay independent (87%), safe environment and emergency support (87%), and village facilities (87%). Closely matched was maintenance on site (86%).
Residents’ expectation and satisfaction - recent purchasers
. Recent village residents are mostly satisfied that their expectations have been met, with 73% stating they were ‘extremely satisfied’ or ‘very satisfied’. This increased to 94% with ‘somewhat satisfied’. Just 2% stated they were ‘Not satisfied at all’
. Perhaps most importantly for an age group that is generally 75 years or older, 30% stated their ‘overall happiness and life satisfaction’ had increased significantly since moving into the village with a further 29% stating it had increased slightly – a total of 59%.
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Health and the move to a village - recent purchasers
. 48% of recent residents had a significant health incident prior to moving to the village, that health incident either somewhat or strongly influenced their decision to move into the village
. Physical health: 32% stated their physical health slightly to significantly improved after moving from the family home to the village
. Feeling of confidence and security: 68% stated their confidence and security increased slightly to significantly after moving from the family home to the village
Village affordability and financial sentiment - recent purchasers
. Most village residents indicated that their main income source was through government pension or allowance (39% full pension, 39% part pension, 22% nil pension).
. Almost all residents funded their village home by selling their previous family home (88%).
. 67% sold their family home for less than $500,000 increasing to 81% for less than $600,000
. 85% of recent village purchases paid less than $500,000 for their village home
. 77% pay less than $150 per week towards operating costs (with 48% paying less than $100 per week).
Life in the village - recent purchasers
. Most village residents participated to some extent in village organised activities, with almost half (46%) stating they did so weekly and 27% at least monthly – a total of 73% just 3% never participate in village activities.
. Furthermore, more than half (57%) indicated that they were still involved with the outside social clubs and groups prior to their move.
. Whilst for half (43%) their social life stayed the same, for 49% it had improved and 8% stated their social life had declined.
. 73% of recent purchasers stated that they were ‘very satisfied’ to ‘extremely satisfied’ that their expectations had been had been met. Just 2% stated they were ‘Not at all satisfied’ their expectations had been met.
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1.7 CONCLUSIONS As a general overview, it can be concluded that a lot of the older people currently living in Augusta are interested in the concept of an ideal lifestyle/retirement housing solution and most of them could afford to buy this product. However, only a small percentage of the target market indicated that they would move in the next 12 months if the ideal village was available now and only 6.4% of the target market in WA choose to live in a retirement village.
The existing 28 retirement units in Augusta will continue to play a valuable role in offering an affordable retirement housing option – albeit for an older and frailer proportion of the over 65 population.
The proposed site is considered to be suitable for a smaller scale (20 to 40 unit) retirement village.
A high percentage of local people aged over 65 could afford to purchase the type of retirement village unit that they desire.
Table 3 below identifies a range of demand forecasts for both Augusta and for people moving from elsewhere based on an optimistic scenario and a more conservative scenario.
In addition to the demand from Augusta residents, it is assumed that a proportion of residents will move from elsewhere in the south west region and from outside of the region.
It is considered likely that any experienced operator/developer looking at this opportunity would:
a) Not be prepared to assume that the percentage of local people aged 65 and over, who are likely to purchase a retirement village unit, would be any greater than the WA average of 6.4%,
b) Assume that at least 50% of buyers would need to come from the township of Augusta itself - our “optimistic” scenario is based on 50% of buyers coming from elsewhere and our “conservative” scenario is based on only 30% coming from elsewhere, and
c) Not be prepared to look beyond the 2021 demand figures for the development timescale of a smaller village.
Table 3: Demand Summary
2016 2021 2026 High penetration rate demand (6.4%), Augusta only 9 16 23 High move from elsewhere percentage (50%) 9 16 23 Total - optimistic assumptions 19 32 46 Low penetration rate demand (5.5%), Augusta only 6 12 18 Low move from elsewhere percentage (30%) 3 5 8 Total - conservative assumptions 9 17 25
The suggested new demand is therefore for somewhere between 17 and 32 new units by 2021.
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Given the history of Augusta attracting retirees and the high percentage of people aged 65 and over living in Augusta, it seems reasonable to assume that the more optimistic scenario based on a market penetration of 6.4% can be achieved.
The slow growth in new demand between 2016 and 2021 suggests that any development will need to be staged over a number of years.
We support the Shires intention to provide land at no cost as a means of making the project more attractive. Other forms of incentive and support may also be required in order to attract an operator. However, the real level of interest has not been tested by contacting operators and presenting them with all of the relevant information about the opportunity.
It is clear that there is demand from older people who wish to remain living in Augusta but would like to have more downsizing options, including housing which is: more manageable; more affordable; age friendly; closer to services; offers a sense of community and is more secure. To facilitate this type of housing, the Shire may also wish to consider the following options:
Working with the Leeuwin Lodge Retirement Units organisation and other agencies to facilitate the development of a small number of a new generation of units on vacant land owned by the current operator, Facilitating/supporting one or more smaller over-55’s strata developments (e.g. 5-10 units) in the town centre by local builders/developers as an alternative model, or Encourage the development of smaller (general) housing units in the town centre – with or without an age restriction.
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BUSINESS CASE AUGUSTA LIFESTYLE/RETIREMENT VILLAGE
PART 2 – DEVELOPMENT & CONCEPT
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2.1 ENVIRONMENTAL PROPOSALS
As part of the overall cost and viability assessment process four environmental assessment providers were contacted and were subsequently sent details of the site including the environmental assessment carried out by the Shire.
All four proposals indicate that a Native Vegetation Clearing Permit (NVCP) would be an achievable outcome.
It is not a part of our scope to assess the proposals; this is work for others should the project move forward, however a preliminary assessment is shown below.
Ecologia 360 Biota Outback Lump sum fee offered yes yes no no Level 1 assessment offered yes no no no Level 2 assessment offered no no yes yes Multiple assessment offered no yes no no Project Mgmt to point of NVCP issue yes yes no yes Timing of assessment – Note; the timing Sept / Sept May / May / spring/early summer – program is based on Oct Nov Sept / this time slot for Level 2 assessment Oct Fee offered $31,960 $32,760 $19,430 $25,871
360 means 360 Environmental Biota means Biota Environmental Services Pty Ltd Outback means Outback Ecology
The proposals are to be found in the Appendices.
2.2 SERVICES
Water Water passes the site on the same side of the road.
Sewer There is a sewer in Hillview Road, however it is a pressure sewer servicing the sewerage treatment plant and is not available for connection.
To provide sewer to the village the sewer must be extended between the site and the available connection point at the junction of Blackwood Avenue and Manning Road; a distance of 570 metres.
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Electricity Power lines pass the site on the opposite side of Hillview Road. Western Power will bring power down a suitable pole and supply the village with electricity via underground reticulation. A main site switchboard and transformer will be required.
Telephone Copper pairs pass the site on the same side of Hillview Road.
2.3 SITE PLAN/ STAGING PLAN/ FLOOR PLANS/ PRELIMINARY SPECIFICATION
Site Plan The site plan shown in the appendices indicates the capacity of the site is 36 independent living units and a community facility.
The initial expectation of unit production on the site was 50 units and if the Silver Vines design model was adopted a yield of 50 units would be possible. At the public meeting and from information gathered from the questionnaires, public opinion is demanding a more open village and the market generally is demanding double garages. The provision of a boat/caravan park should be noted.
Staging plan Table 3: Demand Summary
2016 2021 2026 High penetration rate demand (6.4%), Augusta only 9 16 23 High move from elsewhere percentage (50%) 9 16 23 Total - optimistic assumptions 19 32 46 Low penetration rate demand (5.5%), Augusta only 6 12 18 Low move from elsewhere percentage (30%) 3 5 8 Total - conservative assumptions 9 17 25
Stage 1 yields 4 three bed units and 4 two bed units; total 8 units Stage 2 yields 3 three bed units and 7 two bed units; total 10 units Stage 3 yields 3 three bed units and 5 two bed units; total 8 units Stage 4 yields 2 three bed units and 8 two bed units; total 10 units
The design of the stages was around minimum disruption to existing residents during the construction of stages 2, 3 and 4 which does not quite fit the demand summary.
The constraints around staging are; the shape of the stage and the number of units in the stage the number years a developer has to wait to complete the village
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To give this report any meaning the following scenario is adopted; currently the product is not available in Augusta or Margaret River therefore it is not available for sale, therefore a prospective purchaser can’t see or touch it, or evaluate its worth a midway point is taken between the high/optimistic assumptions and the low/conservative assumptions. that there is a hidden market in the 500 unoccupied holiday homes in Augusta (no more mowing the lawn and fixing the house whilst on holiday) the village is marketed as an over 55’s lifestyle village Stage 1 starts in 2016, sales are brisk and stage 4 construction completes in early 2021 and sales wind up in the middle of that year comments under the content “Putting the Package to the Not for Profit Market” should be noted
The results of this scenario being adopted are shown in the Indicative Development Program, Appendix 6.
Floor Plan Two concept floor plans are shown in the appendix; Two bedroom unit lot area 274.8m2 living area 121.2m2 (fully enclosed covered area)FECA garage 42.3m2 store 4.5m2
Floor Plan Two concept floor plans are shown in the appendices; Three bedroom unit lot area 298.2m2 living area 126.7m2 (fully enclosed covered area)FECA garage 37.0m2 store 4.2m2
Preliminary Specification The rate per square metre used in the Order of Magnitude Estimate is based on a typical project home comprising mono concrete floor slab, modular bricks, rendered and painted, concrete roof tiles (no sarking) colour bond gutters and down pipes, internal walls are hard wall plaster, sanitary fittings, tap ware, door hardware, kitchen fit-out, laminate bench tops, ceiling height 2.4 metres and painted throughout and with carpets and drapes. Fencing, paving and landscaping are shown in addition to the above.
Depending on the developer, an upgrade to face bricks and adding sarking to the underside of the roof tiles is recommended.
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2.4 COMMERCE
Sale Price The research carried out by the project team, the responses to the survey and the public meeting response indicate an upper sale price of $420,000 and a lower sale price of $395,000.
The sales price history at Silver Vines is that some sales were made at $420,000 in the final stage but have now settled at $270-290,000.
$395,000 is the preferred sustainable sales price for the proposed development.
The reader should take into account that the proposed development is quite different from Silver Vines in four key differentials;
detached dwellings / not row houses double garage park environment boat / caravan park
The sale price will drive the production cost.
Production cost As can be seen in cost estimate 1, the cost per unit is $365,244 per unit. This is before the cost of financing and the developer’s margin.
The requirement to extend the sewer is placing a dollar penalty of $11,083 on each unit. If this penalty is removed as per estimate 2, the cost per unit is $351,944.
The cost of extending the sewer, $399,000, may be a suitable project for funding by Royalties for Regions (RFR) because of the small amount involved and the political will to “spread it around”.
The on-site community facility (club house) adds a premium of $12,500 per unit. Given the proximity of the Centennial Hall and possibly some modest alterations, could the Centennial Hall provide club house facilities – albeit shared with other community activities – which may be a desirable community outcome – bearing in mind the proposed village is not gated? If this were the case and the sewer extension was funded by RFR the cost per unit would be around $336,944 as shown in estimate 4.
If the Centennial Hall was adopted as the Club House, the site plan could be revised for three additional units which would improve the overall commerce of the development.
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On costs Comprising cost of financing developer’s margin
The team excludes escalation for the reason that the state government is pulling back on capital expenditure which will flow directly through to the construction industry, as can be seen in the significantly reduced Tender columns of the West Australian. The developer at the time will take this into account and balance it against its own experience and resources.
Cost of finance and developer’s margin are very subjective and are treated quite differently by different organisations depending on their culture, outlook and balance sheet.
For example, it is the author’s experience, (for this section of the report) NFP’s put cash into projects and do not accrue interest to the funds that are used to develop the project. Free project financing. Some NFP’s have no need to borrow development funds; they operate from a cash-at-bank position.
Private Enterprise is exactly the opposite. Cash has a value and when put into a project interest is accrued to the project.
Developer’s margin is also highly subjective and influenced by; is it (the development) our core business (long term management) is it (the development) our core business (build and hold) local builder wants to build and hold for long term income stream local builder wants to build (in stages to suit cash flow) local builder wants to build (in stages) (cash flow) and hold for long term income stream NFP has interests in the (country locale) and can add the village to its portfolio at no additional on-going staff costs park owner sees a demountable opportunity developer sees a Design & Construct opportunity
The above is only a small representation of the options and opportunities that may be available to AMRS at the time when the proposed development is put to the market.
Scenario to conclude the commerce Clearly the proposed project is challenged in one key element;
the small number of units .v. the infrastructure costs
In summary, too few units to spread the infrastructure costs around to ameliorate the cost per unit.
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For the purposes of closure to this section of the report the team suggests the following; the unit cost of $337k is adopted as per estimate 4 (sewer paid for by RFR and Centennial Hall is shared Club House) the developer is an NFP with cash the developer’s margin is 15% the cost of production is $387,550 with margin included the target sale price of $395,000 appears to be viable
2.5 PROGRAM
Please refer to the Indicative Development Program in appendix 6
Timelines shown are an estimate and more so with authorities such as DRD, WAPC and DER.
2.6 LAND TENURE
The following table shows the available options with brief comments and the following text provides detail comments. A “village” is used as an example of the Development Model.
Form of Tenure Development Model Potential Developer Conclusion
Reservation for a Excludes retirement Restricted to Not consistent Specific Purpose village and strata Government funded with market demand. options. programs Dependent on Relocatable home and Government funding. affordable rental is possible.
Freehold (fee simple) All options are open Private developers and Market price of land including retirement/ NFP’s. will affect the financial lifestyle village. viability of a lifestyle/retirement village as shown in Part 2 of the Business Case. Not consistent with AMRS “no monies” objective.
Conditional Freehold Some options are open Not for Profit Consistent with market Tenure (fee simple) including retirement providers demand village Leasehold (40x40) Affordable rental Restricted to Not consistent with housing Government funded Market demand. programs.
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Reservation for a specific purpose As nominated in the table, retirement village and strata option are not possible because of restrictions around encumbering the land. Further, when the site needs to be redeveloped there is no inherent value in the land that can be realised to meet the costs of redevelopment.
As the table suggests, the developer in this option is most likely to be a government funded entity such as Homeswest.
Freehold (fee simple) The highest form of title available with no restrictions other than zoning and use and suitable for Private Enterprise (PE) and NFP. However to freehold the site AMRS will need to purchase the land from the Department of Lands and on-sell to a developer. The issue at this point is that the commerce indicates quite clearly that there is no capacity in the cost of production to pay for the site and AMRS have indicated that they have not budgeted for this purchase.
Conditional Freehold Tenure (CFT) (fee simple) Section 75, Land Administration Act 1997 This form of tenure is the recommended option as; the title can be encumbered with the Ministers approval which will meet the requirements of the NFP developer the land may be transferred for a nominal price or discounted price because of the community benefits, or the Minister may waive in whole or in part the payment which will meet the “no monies” requirement of AMRS
Whilst CFT is not as good as Fee Simple, it is viable for the purpose of a retirement village and more importantly, NFP’s understand CFT because many of them are still operating Crown Grants in Trust.
Appendix 7 offers an option for AMRS to transfer the land to a developer over time by sharing the Deferred Management Fee on an agreed per cent basis over the life of the village. For this option to have any validity there would need to be more than one NFP expressing an interest.
Leasehold (40x40) This option has similar attributes to the Reserve option regarding encumbering the title and no inherent value for future redevelopment.
2.7 TYPE OF VILLAGE
The following is a Seniors Housing Industry Guide that describes the types of villages and parks and the rules by which they operate.
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Introduction
In WA, many different terms are used, often incorrectly, to describe the range of seniors housing that is available. The aim of this guide is to explain what each main type of seniors housing is and to provide a clear definition.
For the purpose of this guide, a “senior” is defined as “a person who is aged 55 or over”.
The vast majority of people over the age of 55 (i.e. over 90%) do not live in housing which has been designed specifically for seniors. They will remain living in their original home or may “downsize” to a smaller, standard, house or apartment.
Group, or multiple, housing developments designed specifically for seniors can be split into the following 4 main categories:
Retirement villages
Retirement villages are dedicated communities managed under the Retirement Villages Act. Generally, you must over 55 and normally able to live independently (meaning you can shop and cook for yourself) to enter, though some villages have an older age limit.
Seniors Strata Title Developments
These are groups of houses or apartment buildings that a developer builds and then sells (normally as a strata title development) with the regulation that only people aged 55 and over can live there. There are no other restrictions and generally limited facilities.
Seniors Residential Parks
Residential parks are based on the idea that you buy a relocatable (manufactured) home, which is placed on land you lease in a residential park. The cost is often lower than for other forms of housing because you do not pay for land, just the house. Parks are covered by the Residential Parks Act.
Seniors Rental Accommodation
Rental villages are not normally covered by the Retirement Villages Act. Rental villages provide the dwelling – often with meals - and limited community facilities. Rental assistance from Centrelink is usually available. Rental housing is covered by the Residential Tenancies Act. Notes:
1. In the list above, “Retirement Villages” is the only seniors housing category without a “Senior’s” preface because, under Retirement Village legislation, the principal resident must be aged 55 or over whilst in all the other forms of housing the age category needs to be specified. 2. In some instances, the Development Approval granted for a particular type of housing may include a condition that it should only be occupied by people over a certain age. 3. All legislation referred to in this guide is State based.
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1. Retirement Village
Summary Description
This is the most common form of seniors housing. A permanent residential community for seniors which is governed by the Retirement Villages Act 1992. A retirement village can also be a “strata title” development, in which case it would also be governed by the Strata Titles Act 1985.
Key Legislation
Retirement Villages Act 1992 Code of Fair Practice for Retirement Villages 2009
Retirement Village requirements:
Restricted to “retired persons” (i.e. a person aged 55 years or older who has retired from full time employment or their spouse/defacto partner). Requires a “premium” (a payment or purchase price paid for premises) to be paid in consideration for admission as a resident. Must have a “retirement village scheme” (a scheme for retired persons by which rights to occupy residential premises are provided). Land used for retirement village purposes must have a prescribed “memorial” (a formal means of restricting what the land can be used for) lodged with the Register of Land Titles before any promotion or marketing.
Common Names
Retirement Village/Resort/Development/Community Lifestyle Village Over 55’s Village/Resort/Development/Community
Typical Accommodation and Facilities
The number of units can range from under 50 to over 200. The size and style of retirement village accommodation varies enormously, from bed-sitter apartments to spacious, free- standing, 3 bedroom, brick and tile homes.
Most retirement villages (but not all) have common areas and a range of facilities available for the use and enjoyment of all residents. Modern resort style villages can feature sports facilities, cafes, restaurants, cinemas and administration areas.
Typical Services
The majority of retirement village accommodation on offer is best described as ”independent living units” (housing for people who can live independently).
Some retirement villages offer “serviced accommodation” or “assisted living” (houses or apartments where, for a fee, residents can be provided with meals, house cleaning, laundry and some personal care.
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Some retirement villages have residential aged care facilities on the same site. Residential aged care facilities are regulated and partly funded by the Commonwealth Government and different legislation, admission criteria and funding arrangements apply.
Forms of Title Many different legal structures are used to convey an interest in or a right to occupy a home in a retirement village. The most common forms in WA are:
Long term lease and licence structures that require an up-front capital payment (this is by far the most common form), Direct ownership by strata title, and Indirect ownership by Purple title.
Costs
Retirement village residents are typically required to pay:
An initial entry price (lease premium/loan or purchase price) Recurring charges such as weekly monthly service fees, and A fee called a departure fee, deferred management fee or exit fee when they leave.
Note:
It is worth noting that all new retirement villages developed by the not-for-profit sector in the past 10 years plus have been lease/loan with a departure/deferred fee. This has become the standard model.
2. Senior’s Strata Title Developments
Summary Description
A permanent residential community for seniors which is governed by the Strata Titles Act 1995.
A strata title senior’s development can also be (but does not have to be) a “retirement village”, in which case it would also be governed by the Retirement Villages Act 1992.
Key Legislation
Strata Titles Act 1985
Under the Strata Titles Act 1985, some strata titled schemes may be restricted to occupation by a “retired person” and their partner. Such schemes will not necessarily be subject to the provisions of the Retirement Villages Act.
Common Names
Retirement Village/Resort/Development/community Lifestyle Village Over 55’s Village/Resort/Development/Community
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Typical Accommodation and Facilities
The most common form of Senior’s strata title development is a small group (i.e. less than 50) of 2 or 3 bedroom, single storey, houses/units which may be duplexes or terraced with minimal communal facilities.
Strata tile “retirement villages” are likely to be of a similar scale to leasehold retirement villages and have the same range of accommodation and facilities.
Typical Services
Strata title “retirement villages” are likely to have the same range of services as non strata title retirement villages.
Typically, Senior’s strata title developments, which are not “retirement villages” only offer independent living units and are not co-located with residential aged care facilities.
Forms of Title Strata title only. Can be either “survey strata” (where people own a surveyed Lot) or “built form strata” (where people own their interior space, as in apartments).
Cost
Owners will pay the cost of purchasing the freehold (strata) title of their unit plus any ongoing strata levies for the upkeep of common property.
3. Senior’s Residential Parks
Summary Description
A long stay, relocatable home, residential community for seniors which is governed by the Residential Parks (Long Stay Tenants) Act 2006.
Key Legislation The Residential Parks (Long-Stay Tenants) Act 2006 and The Caravan Parks and Camping Ground Act 1995. The Residential Parks Act specifically excludes the operation of the Retirement Villages Act 1992 from dealing with over 55’s residential parks.
The age restriction (e.g. restricting residency to people aged 55 or over) is not covered by the Act but is normally set out in individual tenancy agreement between the tenant and the park operator,
Some park operators in WA set their age restriction at 45 years or over.
Common Names Lifestyle Village Residential Park Retirement Village Park Home Village
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The term “lifestyle village” is defined in the Residential Parks Act and does not relate specifically to seniors.
Typical Accommodation and Facilities The number of units can range from under 50 to over 200. Typically, the accommodation consist of free standing, relocatable (factory manufactured) homes ranging from 1 to 3 bedrooms.
Most senior’s residential parks (but not all) have common areas and a range of facilities available for the use and enjoyment of all residents. Modern resort style village scan feature sports facilities, cafes, restaurants, cinemas and administration areas.
Typical Services Typically, senior’s residential parks only offer independent living units.
Forms of Title Typically, residents purchase their relocatable home and enter into a long term lease for the site their home is located on (essentially a long stay caravan park arrangement).
Cost Residents will pay the cost of purchasing their relocatable home plus a weekly or monthly fee which covers land rent and the cost of any facilities or services. Some facilities also charge a departure fee.
4. Senior’s Rental Accommodation Summary Description
A rental residential community for seniors which is governed by the Residential Tenancies Act 1987.
The requirements of the Retirement Villages Act normally preclude a rental village from being a retirement village. However, there are a few hybrid part-premium payment, part-rental villages.
Key Legislation
Residential Tenancies Act 1987
Common Names Retirement Village Lifestyle village Rental Village Seniors Housing
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Typically, smaller scale developments of 20 top 50 units offering smaller bed-sit or one bedroom units.
Typically, more basic common facilities e.g. combined lounge/dining/kitchen area.
Can form part of a larger development, e.g. a retirement village.
Individual units in Seniors Strata developments may be rented out by the owners to a third party. This is likely to happen in a Retirement Village due to the restrictions on occupancy.
Typical Services Can be independent living units or serviced accommodation. Unlikely to be co-located with a residential aged care facility unless part of a larger seniors development.
Forms of Title Residents enter into a tenancy agreement with the owner.
Cost Typically, residents pay a weekly or monthly rent only. Where services (e.g. meals and cleaning) are included, the payment may be linked to a percentage of the old age pension plus government rent subsidy.
2.8 RECOMMENDED VILLAGE OPTION
The recommended option is the Lease/Loan & Deferred Fee Model and this is the model that is most likely to be proposed by the developer.
It is important to note that this model is understood and accepted by the buying public developers
Why Lease/Loan & Deferred Fee Model By far the most common form of purpose built seniors housing in WA is “retirement villages”. The most common form of tenure for retirement villages today is a lease/loan structure with an entry premium (which equates to market value) and an exit, or deferred fee (of up to 20-30% of the resale price) payable when a resident departs.
It is worth noting that all new retirement villages developed by the not-for-profit sector in WA in the past 10 years plus have been lease/loan with a departure/deferred fee. This has become the standard model for the not-for-profit sector and is the most likely model to be considered for the proposed development in Augusta.
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2.9 PUTTING THE PACKAGE TO THE NOT-FOR-PROFIT MARKET
A point of reality is that the comments above are a collective opinion from a consultant team who are not putting any money into the deal.
The only way to find out if the project is viable is to put it to the market with an information package and let the market do its work. All the steps are shown in the Indicative Development Program.
The team recommend that if AMRS do put the proposed village to the market, it is done in economic form. For example, the package could state that the land will be made available as Conditional Freehold Tenure. For AMRS to make that statement all that is needed is a simple agreement between AMRS and Department of Lands to the effect that if AMRS was able to secure a NFP to develop the village, then Dept of Lands will make the site available as CFT.
AMRS could also reduce the Development Approval (DA) risk by indicating in the package that an application for DA based on the concept site plans would most likely be approved. Plans for DA application would cost $60 to $70,000.
NVCP is a significant risk for any developer and more so for an NFP. The issues for AMRS around this are; the defined time slot of spring / early summer; if not done during 2014 the next time slot will be spring 2015 if a Level 2 assessment is required by AMRS a Level 1 assessment can be carried out at “almost” any time and is less expensive cost not obtaining NVCP obtaining a NVCP but not securing a developer placing a package into the NFP market without an NVCP
Two of the environmental consultants suggest that due to the site being disturbed and degraded a Level 1 assessment would be sufficient.
Overall the team decided to place the NVCP in the program as shown being a task and cost carried out by AMRS. The reason is around the quality / risk of the package put to the NFP market for what is a marginal development.
If AMRS decide to put the concept to the market, the package should take as much risk away as possible and impose as few prescriptions as possible. For example, do not specify brick and tile; let the developer do the thing that developers are good at; making deals work.
Options There are two options open to AMRS to put the package in the market
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Option 1 1 Obtain a letter from Department of Lands stating that the title will issue as CFT. 2 Commission a Level 1 survey and obtain a NVCP. 3 Obtain a commitment from Royalties for Regions to fund the sewer extension. 4 AMRS issue a letter supporting the site plans with three additional units. 5 AMRS issue a letter granting use of the Centennial hall as Club House albeit shared with the community.
Option 2 1, 3, 4 and 5 2 is by the developer and at the developers cost and risk.
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APPENDICES
Appendix 1 Survey Questionnaire Report
Appendix 2a 360 Environmental
Appendix 2b Biota Environmental Services
Appendix 2c Ecologia
Appendix 2d Outback Ecology
Appendix 3a Sewer Plans
Appendix 3b Sewer Extension Plan
Appendix 3c Water Plan
Appendix 3d Telstra Plan
Appendix 3e Western Power
Appendix 4a Site Concept Layout
Appendix 4b Staging Plan
Appendix 4c Floor Plans
Appendix 5 Estimates
Appendix 6 Program
Appendix 7 The Deferred Land Payment Option
38 | P a g e Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 1
Survey Questionnaire Results Augusta Lifestyle/Retirement Village Questionnaire
Q1 Are you interested in considering the proposed lifestyle/retirement village
Answered: 85 Skipped: 14
For yourself?
For yourself and your...
For your parent/s or...
0% 20% 40% 60% 80% 100%
Answer Choices Responses
For yourself? 21.18% 18
For yourself and your partner? 74.12% 63
For your parent/s or other family members*? 5.88% 5
Total Respondents: 85
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Q2 Which of the following statements best describes your current situation?
Answered: 97 Skipped: 2
Activ ely looking for ...
Considering all options ...
No plans to mov e from wh...
0% 20% 40% 60% 80% 100%
Answer Choices Responses
Actively looking for the right lifestyle/retirement village 6.19% 6
Considering all options for my future housing needs 49.48% 48
No plans to move from where I am living now 45.36% 44
Total Respondents: 97
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Q3 What is your gender?
Answered: 89 Skipped: 10
Female
Male
0% 20% 40% 60% 80% 100%
You Partner
You Partner Total Respondents
Female 60.92% 39.08% 53 34 87
Male 52.94% 47.06% 36 32 68
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Q4 Which of the following age groups do you/your partner fit into?
Answered: 88 Skipped: 11
55 to 64 years of age
65 to 74 years of age
75 years and ov er
0% 20% 40% 60% 80% 100%
You Partner
You Partner Total Respondents
55 to 64 years of age 91.67% 58.33% 22 14 24
65 to 74 years of age 83.33% 78.57% 35 33 42
75 years and over 90.91% 60.61% 30 20 33
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Q5 Where are you living now?
Answered: 87 Skipped: 12
The Township of Augusta
Nearby Augusta (it is my...
In the South West region ...
Elsewhere (please...
0% 20% 40% 60% 80% 100%
Answer Choices Responses
The Township of Augusta 82.76% 72
Nearby Augusta (it is my nearest town) 13.79% 12
In the South West region of WA 1.15% 1
Elsewhere (please specify) 3.45% 3
Total Respondents: 87
# Elsewhere (please specify) Date
1 Karridale 3/14/2014 10:48 AM
2 Merridin 3/10/2014 1:09 PM
3 East Augusta 3/7/2014 1:07 PM
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Q6 If you are a home owner, what is the approximate value of your current home?
Answered: 82 Skipped: 17
Under $400,000
$401,000 - $450,000
$451,000 - $500,000
Ov er $500,000
0% 20% 40% 60% 80% 100%
Answer Choices Responses
Under $400,000 10.98% 9
$401,000 - $450,000 15.85% 13
$451,000 - $500,000 18.29% 15
Over $500,000 56.10% 46
Total Respondents: 82
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Q7 What features are you looking for in a new lifestyle/retirement village home? (Please tick all that apply)
Answered: 75 Skipped: 24
1 bedroom
2 bedrooms
3 bedrooms
Study
1 bathroom
1 bathroom plus second...
2 bathrooms
Carport
Single garage
Double garage
Terraced/semi detached house
Free standing house
0% 20% 40% 60% 80% 100%
Answer Choices Responses
1 bedroom 4% 3
2 bedrooms 69.33% 52
3 bedrooms 30.67% 23
Study 40% 30
1 bathroom 14.67% 11
1 bathroom plus second toilet 54.67% 41
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29.33% 22 2 bathrooms
Carport 17.33% 13
Single garage 28.00% 21
Double garage 58.67% 44
Terraced/semi detached house 32% 24
Free standing house 62.67% 47
Total Respondents: 75
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Q8 What Clubhouse/communal facilities would you ideally like to see in a new lifestyle /retirement village development. (Please tick all that apply)
Answered: 73 Skipped: 26
Function room (meetings an...
Cafe
Library
Arts & Crafts room
Hobby/Workshop
Hairdressing/Be auty Salon
Doctor/Therapis t consulting...
Gymnasium
Swimming pool
Other (please specify)
0% 20% 40% 60% 80% 100%
Answer Choices Responses
Function room (meetings and social activities) 72.60% 53
Cafe 50.68% 37
Library 53.42% 39
Arts & Crafts room 53.42% 39
Hobby/Workshop 50.68% 37
Hairdressing/Beauty Salon 42.47% 31
Doctor/Therapist consulting room 54.79% 40
Gymnasium 46.58% 34
Swimming pool 53.42% 39
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Other (please specify) 13.70% 10
Total Respondents: 73
# Other (please specify) Date
1 Bar/Social 3/14/2014 11:02 AM
2 Kiosk, general store 3/14/2014 10:48 AM
3 Theatre room for group tenants to live shows. Satelite conferencing for medical or other 3/12/2014 3:25 PM appointments to save on transport to Bunbury or Perth.
4 Bowls, mini golf or carpet bowls. 3/12/2014 3:01 PM
5 Communal BBQ area 3/10/2014 3:39 PM
6 Access to Men's she or similar. 3/10/2014 1:27 PM
7 Heated swimming pool and indoor bowls. 3/7/2014 2:25 PM
8 Most of the above are available in close proximity 3/7/2014 2:12 PM
9 Driver available when required 3/6/2014 12:42 PM
10 Golf course 3/6/2014 12:40 PM
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Q9 What services would you like to have available in a lifestyle/retirement village? (Please tick all that apply)
Answered: 71 Skipped: 28
On-site Village Manager
Emergency call button system
Village bus
Handyman
Home cleaning/hom...
Visiting hairdresser
Visiting Doctor/Thera...
Organised activ ities a...
Meals
Other (please specify)
0% 20% 40% 60% 80% 100%
Answer Choices Responses
On-site Village Manager 60.56% 43
Emergency call button system 92.96% 66
Village bus 66.20% 47
Handyman 64.79% 46
Home cleaning/home help 66.20% 47
Visiting hairdresser 43.66% 31
Visiting Doctor/Therapists 53.52% 38
Organised activities and outings 54.93% 39
Meals 53.52% 38
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Other (please specify) 9.86% 7
Total Respondents: 71
# Other (please specify) Date
1 Augusta town has most facilities all handy. 3/12/2014 3:10 PM
2 The bus available 1-2 days a week. Meals to be optional 3/12/2014 2:50 PM
3 Meals to be optional 3/10/2014 3:42 PM
4 Somewhere to park a small boat and 15-16' and secure small caravan 3/10/2014 2:00 PM
5 I am not happy with a manager, would remove some of our independence an increase costs. 3/10/2014 1:42 PM
6 Gardens and courtyards 3/7/2014 2:49 PM
7 Meals to be optional 3/7/2014 2:17 PM
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Q10 For the ideal new lifestyle/retirement village home, what range of purchase price would you consider?
Answered: 66 Skipped: 33
$450,000 plus
$400,001 - $450,000
$350,001 - $400,000
Under $350,000
0% 20% 40% 60% 80% 100%
Answer Choices Responses
$450,000 plus 16.67% 11
$400,001 - $450,000 30.30% 20
$350,001 - $400,000 31.82% 21
Under $350,000 28.79% 19
Total Respondents: 66
# Comments Date
1 It would depend on weekly fees and on-selling options. 3/14/2014 11:02 AM
2 If choice on homes, rooms/sheds etc 3/12/2014 3:21 PM
3 Would pay more for quality buildings. Would pay more weekly fees for services of a high standard. 3/10/2014 1:42 PM
4 No frills accommodation required. Not needed at our stage of life, keep it simple. 3/10/2014 1:31 PM
5 I would like to rent 3/7/2014 2:25 PM
6 Or a rent per week all inclusive 3/6/2014 12:40 PM
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Q11 For the ideal new lifestyle/retirement village home, what range of weekly fees (to pay for on-site staff, facilities, gardening and maintenance etc.) would you consider to be reasonable?
Answered: 67 Skipped: 32
$80 - $100
$70 - $80
$60 - $70
$50 - $60
0% 20% 40% 60% 80% 100%
Answer Choices Responses
$80 - $100 13.43% 9
$70 - $80 26.87% 18
$60 - $70 25.37% 17
$50 - $60 40.30% 27
Total Respondents: 67
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Q12 If you found the right development, when would you be likely to move/purchase?
Answered: 69 Skipped: 30
In the next 12 months
Within 12-24 months
Sometime in the next few...
0% 20% 40% 60% 80% 100%
Answer Choices Responses
In the next 12 months 1.45% 1
Within 12-24 months 8.70% 6
Sometime in the next few years 91.30% 63
Total Respondents: 69
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Q13 The Shire of Augusta and Margaret River is considering the option of a lifestyle/retirement village, being built on part of the Crown land bounded by Hillview Road and Allnut Terrace in the township of Augusta. The site also accommodates the Shire Office, and Recreation Centre. Do you consider this to be a good location for a new retirement village?
Answered: 89 Skipped: 10
Yes?
No?
0% 20% 40% 60% 80% 100%
Answer Choices Responses
Yes? 84.27% 75
No? 15.73% 14
Total Respondents: 89
# Comments Date
1 As long as the 9 par golf course remains 3/14/2014 11:26 AM
2 As long as not too much of natural bush is destroyed. 3/14/2014 10:57 AM
3 It is near many facilities which would not need to be duplicated, croquet and tennis clubs, hydro 3/12/2014 3:30 PM therapy pool, library, day care for 2 days a week with shire office handy and exercise arrangements.
4 Par 3 golf course 3/12/2014 3:06 PM
5 The par 3 golf course is used and maintained by the local community and volunteers. I do not 3/12/2014 3:04 PM agree with any alterations or interference to this public facility.
6 Could be a lot of noise from the hall. 3/12/2014 3:00 PM
7 Turner Caravan Park or similar position near the river would be more pleasant. 3/12/2014 2:58 PM
8 Too close to sporting /camping events. Need a quieter place. 3/10/2014 3:53 PM
9 Ok so long as it doesn't interfere with the par 3 golf course. 3/10/2014 3:35 PM
10 Perhaps there is better land in Allnutt Terrace that is currently privately owned (some large 3/10/2014 3:28 PM residential blocks)
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11 The piece of land on "main drag" south of main town and runs parallel with air strip (almost 3/10/2014 2:00 PM adjacent Turners Caravan Park)
12 Depressing - must have a view of the ocean or river. 3/10/2014 1:38 PM
13 Because of existing recreation facilities. 3/10/2014 1:32 PM
14 The exact area and location is not clear enough, unable to comment fully. 3/10/2014 1:25 PM
15 Hall nearby, functions at times will be too loud 3/10/2014 1:09 PM
16 Level ground 3/7/2014 3:07 PM
17 With Lions shed and Centennial Hall as neighbours, the above area could be noisy. 3/7/2014 2:54 PM
18 Sounds like a good position, nice and flat 3/7/2014 2:49 PM
19 I think that a facility like this would be very welcome in Augusta 3/7/2014 2:47 PM
20 It is hard to work out where this is, does this meant the golf course, skate park or Lions will be going 3/7/2014 2:25 PM or is it in the bush behind the golf course?
21 I'm not sure where on this site you are considering but it is nice and central. Close to town would be 3/7/2014 2:17 PM good.
22 This land could be better used for all the age groups as town gets more populated so hopefully 3/7/2014 2:14 PM other land available in the townsite for this purpose.
23 Very close to town centre and services, library, men's shed, town hall and sporting facilities. 3/7/2014 2:12 PM
24 Too far from town center for old folks 3/7/2014 1:07 PM
25 Too much traffic and industrial noise 3/7/2014 1:05 PM
26 Augusta is known for its outlook - where is it on the site? It's safe but uninspiring. 3/7/2014 1:03 PM
27 Also close to Mens shed, Lions Club, Par 3 golf and shops 3/7/2014 1:01 PM
28 A retirement village is needed in Augusta 3/6/2014 12:36 PM
29 Good as its close to the Rec Centre, 3 par golf & police station and flat location for walking to 3/6/2014 12:28 PM town.
30 Excellent position 3/6/2014 12:20 PM
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Q14 Is there anything else you would like to tell us?
Answered: 32 Skipped: 67
# Responses Date
1 The project will be most welcome in Augusta 3/14/2014 11:26 AM
2 I think Augusta needs something like this and I hope it goes ahead. 3/14/2014 11:04 AM
3 Feel this will be a facility only for the rich. 3/14/2014 10:57 AM
4 I am not ready to move, I think the idea of smaller homes, as suggest is, a very good move. P.S. I 3/14/2014 10:53 AM am now a widow after 62 years of marriage. It is a heartbreaking life!!
5 I would only be interested in a village including a lodge for those ready to move into one room and 3/12/2014 3:30 PM bathroom with meals provided, communal center but no nursing. Ordinary tenants could have respite there if needed.
6 Renewable solar energy panels (sell back electricity) White/cream roof for cooling Brick Flat 3/12/2014 3:25 PM walkways, no stairs. Outdoor shade areas for access to gardens.
7 We are both over 80 years and very settled where we are. Village life does not interest us but it 3/12/2014 3:20 PM would be good for the town
8 Please don't go overboard and out price those who need the facility. 3/12/2014 3:17 PM
9 We do not wish for a Silver Vines type of village. Needs to have high ceilings in main living areas, 3/12/2014 3:10 PM ample windows, meandering roads. Just a little more imagination and good size roads with in the complex.
10 The proposed development appears to be a commercial enterprise and should be left to the 3/12/2014 2:56 PM private sector.
11 Pet friendly would be great 3/12/2014 2:46 PM
12 Pets allowed would be good 3/12/2014 2:44 PM
13 Augusta is screaming out for a facility close to town. Also I feel people would buy from out of town. 3/10/2014 3:42 PM
14 The main issue in Augusta for retirees is the need to travel. Mostly to Bunbury for specialist medical 3/10/2014 1:42 PM treatment. I would prefer a free standing unit to enhance my privacy.
15 I may be interested in 10 years time, but you are getting my opinion now. 3/10/2014 1:38 PM
16 I am almost 86 years old and my wife is 80 years old. We are way past any consideration of a 3/10/2014 1:35 PM lifestyle/retirement village. (We are firming up funeral arrangements)
17 We feel that the services we are able to access for our existing home work well and there would be 3/10/2014 1:25 PM little advantage, if any, of a facility such as the proposed one. The only move we can foresee would be for "complete care"
18 Plan of Village to be inspected. After death who does the ownership of the unit pass too? 3/10/2014 1:20 PM
19 We only may be interested in moving sometime in the future 3/7/2014 3:21 PM
20 a) Will there be a title deed issued? b) Who will own unit, occupier, Rosewood, Shire? What is the 3/7/2014 2:54 PM position with absentee occupiers. c) What is the value of the land? HM land is available. What other sites are available?
21 I believe that it is very important to build a retirement village here. the bigger the better, the mover 3/7/2014 2:25 PM services the better. It would bring work to the area and allow choice in who you live next to however it is inappropriate to build where there are already facilities which would have to be pulled down. Could it be environmentally friendly with dogs/pets allowed.
22 We hope this will go ahead for our communities sake. 3/7/2014 2:19 PM
23 We are very happy in our home now but it has stairs and we are unsure how long we will be able to 3/7/2014 2:17 PM cope with these. The idea of moving is only at this stage a consideration.
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24 We agree that more aged care housing would be well received by Augusta residents and look 3/7/2014 2:14 PM forward to seeing this idea become a reality.
25 Assist rather than compete with "Leeuwin Aged Care Units" adjoining the hospital. Where is land 3/7/2014 1:05 PM available?
26 Would like to see a facility that ultimately accommodates progression to a low care/high care 3/7/2014 1:01 PM component for when residents need them.
27 We would like to see an old aged care so that when you can't manage being alone you then get 3/7/2014 12:25 PM transferred across for care, otherwise you could get sent off to Bunbury, Margaret River etc. Then you are separated. Have a look at Novacare in Busselton they have this facility.
28 I have already made arrangements to relocate but considering the type of population in Augusta, I 3/6/2014 12:42 PM think a retirement village is priority.
29 I would rather rent than purchase, houses don't sell quickly in Augusta. A rent option gives people a 3/6/2014 12:40 PM chance to sell without pressure of coming up with large purchase.
30 A retirement village is well overdue in Augusta 3/6/2014 12:36 PM
31 A compound for caravans and boats would be needed. 3/6/2014 12:28 PM
32 The present town's care of the elderly is catered for. With a free standing house, we would like to 3/6/2014 12:20 PM have an input into the house plans.
19 / 26 Augusta Lifestyle/Retirement Village Questionnaire
Q15 There is no requirement to provide your name or contact details. However if you are happy for us to contact you to discuss your responses, please provide your details
Answered: 43 Skipped: 56
Answer Choices Responses
Name: 97.67% 42
Address: 93.02% 40
State: 95.35% 41
Postcode: 93.02% 40
Telephone: 74.42% 32 email: 53.49% 23
# Name: Date
1 G & P Davis 3/14/2014 11:00 AM
2 M.I. ZUVICH 3/14/2014 10:55 AM
3 Betty Gray 3/14/2014 10:53 AM
4 Jessie Williers 3/12/2014 3:30 PM
5 BG & BM Rare 3/12/2014 3:20 PM
6 G & J Johnson 3/12/2014 3:15 PM
7 Peter & Sheila Austin 3/12/2014 3:10 PM
8 Don Jackson 3/12/2014 3:06 PM
9 Maureen Jackson 3/12/2014 3:04 PM
10 Garrick Wilson 3/12/2014 2:56 PM
11 Fred Forslund 3/12/2014 2:50 PM
12 Wayne Collins 3/12/2014 2:46 PM
13 Marie Collins 3/12/2014 2:44 PM
14 John & Kay Graze 3/10/2014 3:44 PM
15 Renie & Colin Page 3/10/2014 3:40 PM
16 Kev Eagle 3/10/2014 2:00 PM
17 Anthony Forrest 3/10/2014 1:42 PM
18 William Wilson 3/10/2014 1:35 PM
19 Marion Peterson 3/10/2014 1:32 PM
20 Gavin Foster 3/10/2014 1:27 PM
21 Mario & Barbara Calabrese 3/10/2014 1:20 PM
22 Grant Jackson 3/7/2014 3:22 PM
23 Ian & Laura Easton 3/7/2014 3:21 PM
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24 Graeme & Sue Winfield 3/7/2014 3:07 PM
25 Len Broadbridge 3/7/2014 2:56 PM
26 Peter and Nona Toy 3/7/2014 2:54 PM
27 Mrs Jean Bishop 3/7/2014 2:47 PM
28 T & L Buckley 3/7/2014 2:45 PM
29 Stepehn & Pauline Pattrick 3/7/2014 2:30 PM
30 Sara Murphy 3/7/2014 2:25 PM
31 Alex and Eileen McDonald 3/7/2014 2:19 PM
32 Jacqui & David Graves 3/7/2014 2:14 PM
33 Kim Hastie 3/7/2014 2:12 PM
34 Sheelagh Snow 3/7/2014 1:07 PM
35 Graeme & Helen Waters 3/7/2014 1:01 PM
36 Margaret Keall 3/6/2014 12:42 PM
37 Brian Patrick Neal 3/6/2014 12:40 PM
38 Leslie Marsh 3/6/2014 12:36 PM
39 L. Rose 3/6/2014 12:34 PM
40 Trevor R Earl 3/6/2014 12:28 PM
41 Pat & Barry Godley 3/6/2014 12:20 PM
42 Iris Lee 2/28/2014 9:59 AM
# Address: Date
1 6 Maze Road Karridale 3/14/2014 10:55 AM
2 217 Blackwood Ave Augusta 3/14/2014 10:53 AM
3 16 Cygnet Crescent Augusta 3/12/2014 3:30 PM
4 63A unwin Road Augusta 3/12/2014 3:20 PM
5 PO BOX 261 AUGUSTA 3/12/2014 3:15 PM
6 PO BOX 104 AUGUSTA 3/12/2014 3:10 PM
7 3 Temperley Place Augusta 3/12/2014 3:06 PM
8 3 Temperney Place Augusta 3/12/2014 3:04 PM
9 36 Dawson Street Augusta 3/12/2014 2:50 PM
10 4 Brennan Street Augusta 3/12/2014 2:46 PM
11 4 Brennan Street Augusta 3/12/2014 2:44 PM
12 32 Turner Street Augusta 3/10/2014 3:44 PM
13 PO BOX 96 AUGUSTA 3/10/2014 3:40 PM
14 159 Blackwood Ave Augusta 3/10/2014 2:00 PM
15 1 Cross Street Augusta 3/10/2014 1:42 PM
16 1/21-23 Bovell Cresent Augusta 3/10/2014 1:35 PM
17 PO BOX 173 AUGUSTA 3/10/2014 1:32 PM
18 6 Parry Court Augusta 3/10/2014 1:27 PM
19 41 Bussell Highway Augusta 3/10/2014 1:20 PM
20 3 Manning Street Augusta 3/7/2014 3:22 PM
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21 BOX 244 Augusta 3/7/2014 3:21 PM
22 Calkam Drive Augusta 3/7/2014 3:07 PM
23 199 Blackwood Ave Augusta 3/7/2014 2:56 PM
24 108 Albany Terrace Augusta 3/7/2014 2:54 PM
25 16 Dawson Terrace Augusta 3/7/2014 2:47 PM
26 35 Donovan Street Augusta 3/7/2014 2:45 PM
27 17 Cross Street Augusta 3/7/2014 2:30 PM
28 83 Allnutt Terrace Augusta 3/7/2014 2:25 PM
29 3 Toy Place Augusta 3/7/2014 2:19 PM
30 16 Turner Street Augusta 3/7/2014 2:14 PM
31 13 Allnut Terrace, Augusta 3/7/2014 2:12 PM
32 51 Davies Street, East Augusta 3/7/2014 1:07 PM
33 4 Gale Street Augusta 3/7/2014 1:01 PM
34 13 Deere Street Augusta 3/6/2014 12:42 PM
35 134 Blackwood Ave Augusta 3/6/2014 12:40 PM
36 18 Victoria Parade Augusta 3/6/2014 12:36 PM
37 25 Bussell Highway Augusta 3/6/2014 12:34 PM
38 8 Lilly Street Augusta 3/6/2014 12:28 PM
39 2 Albany Terrace Augusta 3/6/2014 12:20 PM
40 84 Alexis Cct Wannanup 2/28/2014 9:59 AM
# State: Date
1 WA 3/14/2014 10:55 AM
2 WA 3/14/2014 10:53 AM
3 WA 3/12/2014 3:30 PM
4 WA 3/12/2014 3:20 PM
5 WA 3/12/2014 3:15 PM
6 WA 3/12/2014 3:10 PM
7 WA 3/12/2014 3:06 PM
8 WA 3/12/2014 3:04 PM
9 WA 3/12/2014 3:01 PM
10 WA 3/12/2014 2:50 PM
11 WA 3/12/2014 2:46 PM
12 WA 3/12/2014 2:44 PM
13 WA 3/10/2014 3:44 PM
14 WA 3/10/2014 3:40 PM
15 WA 3/10/2014 2:00 PM
16 WA 3/10/2014 1:42 PM
17 WA 3/10/2014 1:35 PM
18 WA 3/10/2014 1:32 PM
19 WA 3/10/2014 1:27 PM
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20 WA 3/10/2014 1:20 PM
21 WA 3/7/2014 3:22 PM
22 WA 3/7/2014 3:21 PM
23 WA 3/7/2014 3:07 PM
24 WA 3/7/2014 2:56 PM
25 WA 3/7/2014 2:54 PM
26 WA 3/7/2014 2:47 PM
27 WA 3/7/2014 2:45 PM
28 WA 3/7/2014 2:30 PM
29 WA 3/7/2014 2:25 PM
30 WA 3/7/2014 2:19 PM
31 WA 3/7/2014 2:14 PM
32 WA 3/7/2014 2:12 PM
33 WA 3/7/2014 1:07 PM
34 WA 3/7/2014 1:01 PM
35 WA 3/6/2014 12:42 PM
36 WA 3/6/2014 12:40 PM
37 WA 3/6/2014 12:36 PM
38 WA 3/6/2014 12:34 PM
39 WA 3/6/2014 12:28 PM
40 WA 3/6/2014 12:20 PM
41 WA 2/28/2014 9:59 AM
# Postcode: Date
1 6288 3/14/2014 10:55 AM
2 6290 3/14/2014 10:53 AM
3 6290 3/12/2014 3:30 PM
4 6290 3/12/2014 3:20 PM
5 6290 3/12/2014 3:15 PM
6 6290 3/12/2014 3:10 PM
7 6290 3/12/2014 3:06 PM
8 6290 3/12/2014 3:04 PM
9 6290 3/12/2014 3:01 PM
10 6290 3/12/2014 2:50 PM
11 6290 3/12/2014 2:46 PM
12 6290 3/12/2014 2:44 PM
13 6290 3/10/2014 3:44 PM
14 6290 3/10/2014 3:40 PM
15 6290 3/10/2014 2:00 PM
16 6290 3/10/2014 1:42 PM
17 6290 3/10/2014 1:35 PM
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18 6290 3/10/2014 1:32 PM
19 6290 3/10/2014 1:27 PM
20 6290 3/10/2014 1:20 PM
21 6290 3/7/2014 3:22 PM
22 6290 3/7/2014 3:21 PM
23 6290 3/7/2014 3:07 PM
24 6290 3/7/2014 2:56 PM
25 6290 3/7/2014 2:54 PM
26 6290 3/7/2014 2:47 PM
27 6290 3/7/2014 2:45 PM
28 6290 3/7/2014 2:30 PM
29 6290 3/7/2014 2:25 PM
30 6290 3/7/2014 2:19 PM
31 6290 3/7/2014 2:14 PM
32 6290 3/7/2014 2:12 PM
33 6290 3/7/2014 1:01 PM
34 6290 3/6/2014 12:42 PM
35 6290 3/6/2014 12:40 PM
36 6290 3/6/2014 12:36 PM
37 6290 3/6/2014 12:34 PM
38 6290 3/6/2014 12:28 PM
39 6290 3/6/2014 12:20 PM
40 6210 2/28/2014 9:59 AM
# Telephone: Date
1 0467271596 3/14/2014 10:55 AM
2 97581867 3/14/2014 10:53 AM
3 97581276 3/12/2014 3:30 PM
4 9781205 3/12/2014 3:20 PM
5 97581403 3/12/2014 3:15 PM
6 97580510 3/12/2014 3:10 PM
7 97581622 3/12/2014 3:06 PM
8 97581622 3/12/2014 3:04 PM
9 0417895321 3/12/2014 2:56 PM
10 97580222 3/12/2014 2:50 PM
11 97580464 3/12/2014 2:46 PM
12 97580464 3/12/2014 2:44 PM
13 9758137 3/10/2014 3:44 PM
14 97580994 3/10/2014 3:40 PM
15 0408581775 3/10/2014 1:42 PM
16 97581013 3/10/2014 1:35 PM
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17 97580881 3/10/2014 1:27 PM
18 0408582544 3/7/2014 3:22 PM
19 97580141 3/7/2014 3:21 PM
20 97581080 3/7/2014 2:56 PM
21 97581463 3/7/2014 2:47 PM
22 97581076 3/7/2014 2:45 PM
23 97581389 3/7/2014 2:30 PM
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25 / 26 Augusta Lifestyle/Retirement Village Questionnaire
26 / 26 Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 2A
360 Environmental
Our Ref: 336-462AA
11th April 2014
Bill Dyas Project Manager Rosewood Care Group 67 Cleaver Street West Perth WA 6005 Via Email: [email protected]
Dear Bill
Level 2 Flora and Vegetation, Targeted Conservation Significant Fauna Survey and Clearing Permit Application: Hillview Road, Augusta.
1. Background
1.1. Project Background
360 Environmental Pty Ltd (360 Environmental) is pleased to provide the Rosewood Care Group (Rosewood) with this proposal to undertake baseline flora and fauna studies and preparation of a clearing permit application for a proposed retirement village facing Hillview Road, Augusta (the Project area) in Western Australia. The Project area is approximately 3.0 ha in size and is located on Crown Reserve within the Augusta Margaret River Shire.
The project area has previously been surveyed and a recommendation was made for a comprehensive Level 2 flora and vegetation survey and Level 2 fauna survey. 360 Environmental believe that a level 2 fauna survey is not required and that a targeted survey for conservation significant fauna species would be more than sufficient given the purpose of the survey (i.e. clearing permit application). The targeted survey would focus on conservation significant species identified during a desktop assessment and would include a trapping programme focussing on these species. Should the Department of Environment and Regulation (DER) specifically require a full level 2 fauna survey (which is considered unlikely), then this will be discussed with the client at that time.
It is understood the intent of these surveys is to assist in the preparation and lodgement of a clearing permit application to clear the subject site.
336 462 AA Flora, Vegetation and Fauna Assessment Rosewood Care Group
1.2. Background to the Protection of Flora and Fauna
Flora, fauna, and ecological communities are protected formally and informally by various legislative and non-legislative measures, which are outlined below:
Legislative Protection: Commonwealth Environment Protection and Biodiversity Conservation Act 1999 (EPBC Act); Western Australia Wildlife Conservation Act 1950 (WC Act); and Western Australia Environmental Protection Act 1986 (EP Act). Non-Legislative Protection: Western Australian DPaW Priority lists.
These protection mechanisms are supported by various guidance documents published by the Environmental Protection Authority (EPA) Department of Parks and Wildlife (DPaW) and Department of the Environment (DoE) (previously the Department of Sustainability, Environment, Water, Population and Communities [DSEWPaC]).
1.3. Requirements for Flora and Fauna Surveys
The Level 2 flora and vegetation, and targeted conservation significant fauna assessment will be carried out in a manner compliant with the EPA requirements for the environmental surveying and reporting of flora and fauna surveys in Western Australia, as documented in:
Terrestrial Biological Surveys as an Element of Biodiversity Protection. Position Statement No. 3 (EPA 2002); Environmental Offsets. Position Statement No. 9 (EPA 2006); Terrestrial Flora and Vegetation Surveys for Environmental Impact Assessment in Western Australia. Guidance Statement No. 51 (EPA 2004); Terrestrial Fauna Surveys for Environmental Impact Assessment in Western Australia. Guidance Statement No. 56 (EPA 2004); Technical Guide – Terrestrial Vertebrate Fauna Surveys for Environmental Impact Assessment (EPA-DEC 2010); and EPBC Act referral guidelines for three threatened black cockatoo species (DSEWPaC 2012).
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2. Objective
The ultimate objective of the scope of works outlined below is to facilitate the approval of a clearing permit to enable clearing the site. As a result, 360 Environmental will project manage the coordination of the flora and fauna surveys, completion of the clearing permit application and liaison with relevant regulatory agencies to obtain a clearing permit approval.
3. Scope of Works
3.1. Objectives
The broad objective of the work is to define all flora and fauna values, in particular their spatial location and conservation significance, associated with the site.
The specific objectives of the assessment are as follows:
Conduct a desktop assessment of relevant literature, databases and spatial datasets to determine the environmental values and any potential issues, such as Rare and Endangered species, Threatened Ecological Communities (TECs) and Priority Ecological Communities (PECs), that may be present within the site and the surrounding areas; Undertake a field survey in spring; Produce an inventory (list) plant taxa (including weed species); Search for and map the location of any Declared Rare Flora (DRF), Priority Flora and any other flora of local or taxonomic significance; Identify, map and discuss the significance of any TECs, PECs and any other areas of ecological importance (such as Bush Forever sites, National Parks, wetlands and Environmentally Sensitive Areas [ESAs] etc.); Identify the Vegetation Complex mapping of the area and determine the pre- European extent remaining to assess the significance of the proposed native vegetation clearing; Map and photograph vegetation condition (GDA94); Map and photograph vegetation types/ communities (including wetland areas – highly unlikely given the location) (GDA94); Identify and record the occurrence of any conservation significant fauna; Identify and map habitat likely to support conservation significant fauna; and Produce a concise technical report.
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3.2. Level 2 Flora and Vegetation Survey Methodology
The single season Level 2 Flora and Vegetation Survey will include:
Background Research and a Desktop Study; Field Survey; and Reporting.
3.2.1. Background Research and Desktop Study
The background research and desktop study is designed to gather current information relevant to the survey site and regional area to ensure the appropriate flora species and vegetation assemblages are being targeted. The background research and desktop study will consist of the following:
Searches of DPaW databases for Declared Rare Flora, Priority Flora, Threatened Ecological Communities and Priority Ecological Communities; Searches of the Federal Environment Protection Biodiversity Conservation Act 1999 (EPBC Act) Protected Matters database; and Reviews of publically listed ecological information.
3.2.2. Field Survey
To verify the accuracy of the background research the field component of the single season Level 2 Flora and Vegetation survey will incorporate the following:
One botanist for four days during spring (September 2014); Establishment of permanent sample sites (quadrats) for each vegetation type identified within the Project area will be established. The species in each quadrat will be recorded along with height and percentage cover. A comprehensive list of species identified during the survey will be included in the final report including a list of associated species; Recording of quadrat location, habitat, surface soil texture and colour, including an estimation of time since the site was last burnt. All plant species occurring in the project area will be recorded along with their height, percentage cover and specimen number if collected; Development of a comprehensive flora inventory (including weed species); and A series of systematic intensive searches for conservation significant flora.
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3.2.3. Taxonomy
Where field identification of plant taxa is not possible, specimens will be collected in a systematic manner for later identification by a taxonomist by use of identification keys and comparison to the reference collection at the WAH.
In the case a Declared Rare Flora species or a species that is represented by only a few individuals is found, identification will be made through photographs taken in the field, instead of collected specimens, to ensure continued existence of naturally occurring populations.
3.2.4. Vegetation Association Definition, Mapping and Statistical Analysis
The vegetation associations will be described based on their structure and species composition, as defined by quadrat data and field observations. Vegetation will then be mapped on high resolution aerial photography. Field mapping is carried out using GPS (Garmin) hardware.
A similarity matrix based on Bray-Curtis similarities will be calculated from which a dendrogram will then be computed, using hierarchical agglomerative cluster analysis (when and where relevant). Using the results of the multivariate analysis and field observations, boundaries of the vegetation associations will be finalised on aerial photographs. The vegetation associations will then be digitised and produced as electronic mapping data and ESRI shapefiles using ArcGIS 9.3.1.
The vegetation associations will be checked against the listing of Federal and State TECs and State PECs and against regional databases.
3.2.5. Vegetation Condition Mapping
Quadrat data, combined with field traverses of the project area, will be interpreted to delineate vegetation condition boundaries over aerial photographs. The vegetation condition mapping will then be digitised and produced as manipulable electronic mapping data using ArcGIS 9.3.1. Vegetation condition will be rated according to Keighery 1994.
3.2.6. Wetlands
If wetlands are present on site, which is unlikely in this case given the sites location, their boundaries will be recorded using a GPS and then digitised and produced as electronic mapping data and ESRI shape files using ArcGIS 9.3.1.
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3.2.7. Reporting
The report will include:
Results of the background research and desktop study; An inventory of vegetation and flora occurring within the Project area; Produce a matrix of plant taxa and vegetation communities; An inventory of species of biological and conservation significance recorded within the Project area; Discussion of vegetation communities occurring within the Project area; Discussion of ‘exceptional plants’ including native species with limited distribution; outliers from known range; Declared Rare or Priority Flora; Declared weeds and significant environmental weeds; Discussion of vegetation condition based on Keighery et al (1994) rating; Relevant and concise text regarding the outcomes of the biological survey and subsequent discussion and recommendations; Mapping of site locations, significant flora, vegetation types (and their condition) and any wetlands within the project area; Recommendation of relevant requirements under the EPBC Act, the State Wildlife Conservation Act 1950 (WC Act) and the State Environmental Protection Act 1986 (EP Act); Recommendation of best-practice management techniques to minimise impacts on native vegetation (e.g. minimise clearing, avoidance of critical biological assets) and endemic or protected flora; and Images and tables to illustrate the results.
3.3. Targeted Conservation Significant Fauna Survey Methodology
The targeted conservation significant fauna survey will include:
Background Research and a Desktop Study; Field Survey; and Reporting
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3.3.1. Background Research and Desktop Study
The background research and desktop study is designed to gather current information relevant to the survey site and regional area to ensure the appropriate fauna species and vegetation assemblages are being targeted. The background research and desktop study will consist of the following tasks.
Search of the NatureMap database; DPaW Threatened and Priority Fauna database; Search of the EPBC Act Protected Matters database; and Review of publicly-available information on the region’s fauna.
3.3.2. Fauna Field Survey
To verify the accuracy of the background research, the field component of the fauna survey will incorporate the following tasks:
One zoologist for a four day site visit during spring (September 2014). The survey will utilise active sampling detection methods which will include: Targeted trapping programme including Elliott and Cage Traps; Black Cockatoo Assessment hand foraging for cryptic species (raking leaf litter, searching under rocks and logs and under loose litter); looking for scats, skeletal material, tracks, diggings; and opportunistic observations (visual or heard) of species, in particular birds. Any observation (visual or heard) of a species considered Rare, Threatened or Vulnerable will be recorded by means of a hand-held Global Positioning System (GPS) unit. Any of these species observed outside the sites project area will also be recorded by means of a hand held GPS unit as regional data; Assessment of potential habitat (within the Project area) to support species protected under State and/or Federal legislation or by the DPaW as a Priority species; and Develop a preliminary delineation and description of fauna habitats in the Project area.
3.3.3. Reporting
The report will include:
Results of the background research and desktop study;
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A preliminary inventory of native and introduced species recorded during the survey; General discussion of habitat condition and the ability to support fauna populations; Provision of images and tables summarising results; and Mapping of sites and trap locations, and areas observed to be significant.
3.4. Black Cockatoo Assessment
The Black Cockatoo Assessment will comprise of a Black Cockatoo Breeding and Foraging Habitat Assessment for the conservation significant Baudins, Carnaby and Forest Red-tailed Black Cockatoos.
The survey methodology will be undertaken with reference to the Department of Sustainability, Environment, Water, Population and Communities (DSEWPaC) referral guidelines for Black Cockatoos (2012).
The survey will assess trees considered to be suitable for breeding based on the following criteria: Native trees (e.g. Jarrah, Tuart, Marri etc.); Diameter at breast height (DBH) > 500 mm (300 mm for Wandoo and Salmon Gum); and Hollows > 12 cm diameter.
Surveying for Black Cockatoo foraging habitat will also be carried out in any vegetation containing proteaceous heath/woodland, eucalypt woodlands or forest (particularly Marri and Jarrah forest), as well as in any areas dominated by Pines (Pinus spp.).
3.4.1. Reporting
The report will include:
Details of Significant Black Cockatoo breeding habitat trees/foraging habitat; Images, tables to illustrate data; GIS mapping to illustrate areas considered breeding habitat trees /foraging habitat; and Discussion of trees considered to be habitat for Black Cockatoos.
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3.5. Clearing Permit Application
3.5.1. Development of Clearing Permit Form and Liaison with DER
Information from the flora and fauna surveys, and any other relevant desktop data will be required to address the ten clearing principles outlined by the DER to satisfy the requirements of a clearing permit application. This will be provided in a standalone report, demonstrating that the clearing of vegetation across the site will not be at variance (or will be) to any of the clearing principles, supported by the flora survey results and any proposed management as agreed to by the client.
Development and Submission of Clearing Permit
We will complete the Application for a Clearing Permit form with details provided by the Client, and from the results of the Level 2 flora and vegetation survey, targeted fauna survey and Black Cockatoo habitat assessment. Information we will require includes:
Up to date design concept as well as the most likely scenario for vegetation retention on site, as this will help justify the proposed outcome of the assessment against the Clearing Principles; Certificate of Title and proof of land ownership; Method and timing of clearing; Our fees include the Application for a Clearing Permit fee; and We will facilitate authorisation of the form with Rosewood Care Group and submit the application on their behalf.
Liaison with DER
Once submitted, we expect the need to liaise with the agency to ensure the application is progressing. We have allowed for 4 hours of consultation with DER.
3.5.2. Determination of Offsets
Should the proposed clearing of the site be at variance to any of the relevant clearing principles, then new DER policy requires that an offset be applied to mitigate the potential impacts associated with clearing. This will include the completion of an offset calculator which details the required offset response. If an offset is required for this project, then the completion of the offset calculator and offset report will be necessary for final approval of the clearing permit. A notional fee for this work has been provided in the cost below, however this will be finalised with the client, following completion of the flora and fauna surveys and the clearing permit application when the likely offsets (if any) would be better understood.
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4. Demonstrated Experience
4.1. Project Team
360 Environmental proposes that the key personnel to deliver this scope of work are:
Project Director: Tamara Smith Project Manager: Luke Rogers Project Manager/ Principal Zoologist: Dr Ron Firth. Ecologist: Hayden Ajduk. GIS and Spatial Data Manager: Jeerayavan (JJ) Rao.
Project Director – Tamara Smith
Tamara is a Project Director and founder of 360 Environmental’s Land Development team. Tamara has over 16 years experience in the environmental sector holding positions in government, private industry and consulting. Tamara’s experience in the land development, resources, mining and infrastructure industries has mainly focused on environmental approvals, strategy and compliance. Tamara has extensive project management experience in the land development industry including referrals under the Environmental Protection Act 1986 (EP Act), strategic environmental assessments and referrals under the Environment Protection and Biodiversity Conservation Act (EPBC Act).
Tamara will oversee the project and be responsible for the preparation of reports and any other deliverables associated with the project.
Project Manager: Luke Rogers
Luke has 10 years of experience working in the environmental land development sector. Luke specialises in environmental impact assessment, writing regulatory reports and management plans, wetland assessments, formal environmental assessments and EPBC referrals and approvals. Luke has experience in all stages of the planning process, from due diligence through to subdivision approval, and understands the expectations of local authorities, the DER, the Department of Parks and Wildlife and the EPA in respect to appropriate environmental management associated with land developments in WA.
Luke will manage the project day to day, and be responsible for the preparation of the clearing permit application and ongoing liaison with regulatory authorities.
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Project Manager/ Principal Zoologist: Dr Ron Firth
Ron is the Principal Zoologist at 360 Environmental with a PhD in Ecology from Charles Darwin University and first class Honours in Botany and Zoology from Monash University. Ron has 14 years of experience undertaking ecological and biodiversity studies in many areas of Australia including Victoria, New South Wales, Northern Territory, Queensland and in Western Australia (primarily the southwest and Pilbara).
Ron has substantial experience surveying for rare and threatened species, particularly in Western Australian and the Northern Territory that require referral under the EPBC Act.
Ron has also project managed and undertaken numerous surveys in Western Australia. A selection of Ron’s experience includes:
Black Cockatoo assessment in North Ellenbrook (2013); Black Cockatoo and Western Ringtail Possum assessment in the Australind area (2013); Western Ringtail Possum Survey in Bunbury (for ECU in 2012); Level 1 Fauna Survey in the Ashburton North area – for Northern Star Resources (2012); Greenbushes to Millstream Dam Level 1 and Targeted fauna Survey for Water Corporation (2011); Level 1 Fauna Survey at Tom Price (2011); Christmas Creek (Pilbara, WA) Level 2 Fauna Assessment – for FMG (2011); Wheelara (Pilbara, WA) Level 2 Fauna Assessment – for BHP (2011); and Monitoring populations of the threatened Brush-tailed Rabbit-rat in Kakadu National Park and Garig Gunak National Park (Cobourg Peninsula) (2000-2010).
Ron will carry out the fauna survey, and will assist with overall project management and the zoological reporting.
Ecologist: Hayden Ajduk
Hayden has a Bachelor of Science (Environmental Biology) from Curtin University. Hayden’s role within the Environmental Biological Services team at 360 Environmental as an ecologist includes leading teams in the field and supporting the senior team members and project managers.
Hayden has undertaken a range of environmental work, with an emphasis on fauna, flora and vegetation surveys in Western Australia. He has experience with numerous survey techniques, including vegetation surveys, targeted Declared Rare and Priority flora
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searches, fauna identification and targeted fauna searches. Hayden has skills in data collection, processing and management, project preparation and safety planning.
Hayden will undertake the flora and vegetation survey and will assist with reporting.
GIS and Spatial Data Manager: Jeerayavan (JJ) Rao
JJ graduated from the University of Western Australia with a BSc (first class honours) in Environmental, Marine and Coastal Management.
JJ’s experience has been gained while working as a GIS analyst and environmental scientist predominantly in the mining, construction, planning and land development industries. He creates and edits data in ESRI’s ArcGIS software as well as creating and presenting field survey results, analysis maps and 3-dimensional models.
JJ will provide specialist Geographic Information System (GIS) mapping to illustrate data and information assets and will support the team in producing the deliverables.
5. Costs and Timing
5.1. Cost Breakdown
Our lump sum price to undertake the scope of work described above is $32,760 (excluding GST) (Table 1). A breakdown of the costs is detailed in Tables 1 below. These estimates have been made with reference to our 360 Environmental Standard Rates (enclosed).
Work will be carried out in accordance with our Standard Terms of Appointment and can proceed once we receive a signed Authorisation to Proceed (enclosed).
Table 1 – Cost Summary
ACTIVITY ESTIMATED COST (EXCL GST) Level 2 Flora and Vegetation Survey and Reporting $13,540 Level 1 Fauna Survey, Black Cockatoo Assessment and Reporting $11,430 Clearing permit application and associated report (note cost includes one $6,950 round of report edits following client review and submission to the DER) Liaison with DER officers following submission of clearing permit $840 Offset strategy (note cost is notional, and will be confirmed following $2,250 completion of the clearing permit application) (estimated) Total $32,760 (exc. notional offset cost)
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5.2. Timing
We can undertake the fieldwork component of the work in September.
We envisage that a draft flora, vegetation and fauna report (including Black Cockatoo reporting) and the clearing permit report will be available for your comments in four working weeks after completing fieldwork. The final clearing permit report will be completed and submitted within two working weeks of receiving comments on the draft report.
5.3. Assumptions
The costing and timing assumes that:
Rosewood will arrange safe and unrestricted site access for 360 Environmental personnel on site; Prior to field survey, an initialisation period will occur in which confirmation of scope and contract, receipt of PO code, HSE considerations and working arrangement schedules will be formalised; Work would be undertaken in accordance with our standard terms and rates; Any out of scope work will be conducted under a variation of contract; and 360 Environmental will provide one hard copy and one electronic copy (PDF) of the flora, vegetation and fauna report once finalised.
We trust this meets your requirements at this time. Should you have any questions or require further action please do not hesitate to contact Luke Rogers or the undersigned on (08) 9388 8360. We look forward to hearing from you.
For and on behalf of
360 Environmental Pty Ltd
Dr Ron Firth – Project Manager/Principal Zoologist
Enc: Attachment 1 - 360 Environmental Authorisation to Proceed
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360 Environmental Standard Rates – July 2012
RATE DESCRIPTION $ (excluding GST) Administration Services 80-100 General GIS and Drafting 130 Health and Safety 140 Expert GIS and Modelling 220 Project Environmental Scientist 110 -160 Senior Environmental Scientist 160 - 220 Principal 220 - 260 Peer Review 240 - 260 Disbursements Cost Plus 15% Vehicle Expenses $1 per km
Standard Terms of Appointment 360 Environmental Pty Ltd
Issue 8: October 2013 Thank you for choosing 360 Environmental Pty Ltd. Whenever you instruct us and we agree to provide you with Services, these standard terms of appointment will form part of the Contract between you and us. Our aim is to provide you with outstanding professional service. Application and Introductory Matters Unless the context requires otherwise, in these terms of appointment: “Claim” means all demands, actions, suits, proceedings, judgments, orders, decrees, damages, costs (including legal costs on a full indemnity basis), losses and expenses of any nature whatsoever including without limitation, consequential losses, loss of opportunity and damages for the loss of the use of money; “Contract” means the agreement between you and us and consists of the Engagement Letter and these terms of appointment; “Engagement Letter” means the letter from us to you whereby we agree to provide you with the services and set out the fees payable to us in respect of the provision of those services; “Intellectual Property Rights” means patents, copyright, moral rights, performance rights, registered designs, trademarks and the right to have confidential information kept confidential; “Instructing Person” means the person who signs these terms of appointment, confirming the acceptance of the Contract on behalf of the client named on page 4. “Report Material” means any information, data, opinion, conclusion or recommendation contained in any correspondence, report or other documentation produced by us and provided to you as part of us performing the services and includes such correspondence, report or other documentation; “Services” means the services provided, or to be provided, by us to you and described in the Engagement Letter and includes any services we have agreed to provide to you in any subsequent letter signed by us; “Services Material” means any know-how, system, design, invention, innovation, method, procedure, operation, software, document and any other thing capable of supporting intellectual Property Rights, including the Report Material, used, produced, developed or discovered in the course of, or in connection with, us providing the Services to you; “we” means 360 Environmental Pty Ltd (ACN 109 499 041) and “us” and “our” have corresponding meanings; and “you” means the person (client) named on page 4 of these terms of appointment and “your” has a corresponding meaning. Contract The Contract constitutes the entire agreement between the parties and contains all the representations, warranties, covenants and agreements of the parties in relation to the subject matter of the Contract. The Contract shall be binding on the parties from the earlier of the date on which we commence providing the Services to you and the date on which you execute these standard terms of appointment. In the event of any inconsistency between the express terms of the Engagement Letter and any provision in these terms of appointment, the express term in the Engagement Letter will override these terms of appointment, to the extent of any inconsistency. The Instructing Person hereby warrants that they have authority to enter into the Contract on your behalf. Who at 360 Environmental will Work With You? We will nominate the people with the best expertise for your needs. We are always happy to discuss this. An Environmental Professional is always designated as responsible for the delivery of our service to you, and will keep you informed of progress. From time-to-time, we may involve other scientists, engineers, or specialists, e.g. where special expertise or additional assistance is required. By applying a blend of the right skills and knowledge to your issues, we can achieve the best cost effective outcome. Scope of Our Role To do the best job we can, we need you to give us full instructions at each step in the project. Good, frequent communication is vital. Written instructions are best. Please don’t assume that we know particular facts – we may not. We need you to tell us all relevant information or we risk giving advice based on incorrect assumptions. We will set out our understanding of the scope of our role in the Engagement Letter for the project. 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We are not required to verify any information that you provide to us, unless you make it clear at the time of delivery of that information, that you are uncertain as to its veracity.
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Standard Terms of Appointment Report Limitations Aspects of the reports provided, including opinions, conclusions and recommendations contained therein, will be based on the results of the investigation, sampling and testing as set out in the contract and/or otherwise in accordance with normal practices and standards. The investigation, sampling and testing are designed to produce results that represent a reasonable interpretation of the general conditions of the site that will be the subject of the report. However, due to the characteristics of the site, including natural variations in site conditions, the results of the investigation, sampling and testing may not accurately represent the actual state of the whole site at all points. Professional Fees We usually charge on the basis of hourly rates or according to some other formula agreed between us and specified in the Engagement Letter. 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360 Environmental Pty Ltd Authorisation to Proceed
360 Environmental proposal name and reference:
Thank you for commissioning 360 Environmental Pty Ltd to undertake this scope of work. The undersigned authorises the commencement of the work, acknowledges that the 360 Environmental Terms of Engagement have been read and are accepted, and will be responsible for payment of all invoices submitted by 360 Environmental for the stated work.
Authorisation details: Authorisation details must be signed by a person duly authorised to commence the work. Contractually work will be scheduled on receipt of this signed form.
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Date:
Company ABN:
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Accounts payable details: This person will be contacted for all account enquiries. Name: Phone Number: Email Address:
It would be appreciated if you would return the completed authorisation form as soon as possible so we can promptly commence work. Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 2B
Biota Environmental Services
Biota (n): The living creatures of an area; the flora and fauna together 11 April 2014
Mr Bill Dyas Project Manager Rosewood Care Group 67 Cleaver Street West Perth WA 6005
Dear Bill
Hillview Road Retirement Village Biological Survey
In response to the request for quotation (RFQ) provided by Mario Zulberti on 17th March 2014, we have prepared the following proposal for a biological survey of the proposed retirement village site in Augusta.
1.0 Understanding of the Scope
As we understand it, Rosewood Care Group is seeking to develop a retirement village at a site on Hillview Road in Augusta, and requires a biological survey to support the environmental impact assessment for the project.
The need for a lifestyle-retirement village in Augusta was identified by the Shire of Augusta- Margaret River (“the Shire”), and a potential site for the development was proposed in Crown Reserve 20761 (“the Reserve”), being Lot 3000 Allnutt Terrace. The Reserve is a 26.5 ha area of Crown land administered by the Department of Regional Development and vested in the Shire, which has power to lease the site for the purpose of “community centre and recreation”. It appears that Council approached DRD in 2011 to begin discussions regarding the land vesting, and a feasibility study was commissioned in 2012. The Shire selection process for a suitable organisation to develop the facility was subsequently initiated in November 2013 (Shire of Augusta Margaret River 2013). According to the Shire document, “discussions with the Department of Regional Development confirm that they support in principle, land tenure alterations that would need to occur to facilitate the proposal” (Shire of Augusta Margaret River 2013).
The proposed development site as presented in the RFQ is located in the southeastern corner of the Reserve on the north side of Hillview Road. The southern part of the Reserve is zoned for ‘Public Purposes’, while the remainder is zoned for ‘Parks and Recreation’. The development site is flanked by a recycling depot, a sporting oval and the Centennial Hall to the west, north and east respectively. The precise area has not been determined, however the RFQ has advised for consideration of a 3 ha area for scoping purposes (hereafter “the study area”).
2.0 The Study Area
A brief site inspection was carried out on 23 March to assist with scoping for this proposal. Beard’s (1980) vegetation mapping for the site comprises Jarrah (Eucalyptus marginata)- Marri (Corymbia calophylla) medium forest, which is consistent with the vegetation on site.
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The Augusta Lifestyle Village Site Assessment 22/11/2013 provided with the RFQ described two dominant vegetation communities in the Reserve. The vegetation on site was broadly equivalent to one of these communities: Open Forest of Jarrah (Eucalyptus marginata) and Marri (Corymbia calophylla) over Low Woodland of Agonis flexuosa over a Low Scrubland of Hibbertia cuneiformis, Hovea elliptica, Leucopogon verticillatus, Macrozamia riedlei and Phyllanthus calycinus. This vegetation is widespread in the region and does not represent a Threatened or Priority Ecological Community.
Although the condition of the area was mapped as Good (4) to Degraded (5) (as per the scale of Keighery 1994) in the Augusta Lifestyle Village Site Assessment, we consider that the area is actually in better condition than this, and that “Very Good” (3) would be a more appropriate category for most of the site. Although weeds were present, the vegetation structure appeared only slightly altered; other disturbance in the area comprised a few tracks and a small amount of dumped garden waste.
3.0 Possible Process to Achieve Approval
Given the relatively small size of the development area, and the apparent support for the proposal amongst the relevant local authorities and stakeholders, a formal level of environmental assessment under the Environmental Protection Act 1986 may not be required for this development. It is this assessment process that identifies the requirement for “Level 2” fauna and flora surveys in accordance with Environmental Protection Authority (EPA) guidance statements. There are, however, a number of possible pathways through the environmental assessment process and the most appropriate for the proposal would need to be confirmed with relevant regulators prior to commencement of the field surveys.
In the interim, and to meet your request for a flowchart of possible steps, we provide the following outline of steps that would likely need to be considered:
1. The planned development falls within a portion of the Reserve that is zoned for “Public Purposes” under the Augusta-Margaret River Local Planning Scheme No. 1. The development of the retirement village would appear to be a compatible use with this zoning and no re-zoning is likely to be required. We identify this as it means there would then be no requirement for the Responsible Authority (the Shire) to refer any amendments to the EPA under Section 48A of the Environmental Protection Act 1986.
2. The other possible engagement path with the EPA is via a Section 38 referral under the Act. While the exact location and footprint of the village is yet to be defined, it appears likely that it would involve clearing of approximately 3 ha of native vegetation. While the proposal could still be referred to EPA, we would suggest that this level and scale of clearing is more likely to be in keeping with the requirement for a Native Vegetation Clearing Permit (NVCP), rather than a formal environmental assessment. The NVCP process is administered by the Native Vegetation Clearing Branch of the Department of Parks and Wildlife (DPaW), and DPaW may still refer proposals to EPA in the event they consider developments have more significant impacts than appropriate for an NVCP. Most NVCPs do not require full Level 2 surveys, with a somewhat lower level of field effort more typical. As we anticipate the proposal can be managed via this approval path, we have tailored our proposal to this level of survey (see Section 4.0).
3. We consider it unlikely, but referral could also be required under the Commonwealth Environment Protection and Biodiversity Conservation Act (EPBC) 1999. This requires actions affecting listed species and ecological communities that are deemed to be of National Environmental Significance (NES) to be referred to the Federal Minister for the Environment. With the small scale of the development and our initial appraisal of potential threatened species, this seems unlikely, but we can provide further advice on this once the field work is completed. Should Rosewood (or the Shire) desire legal certainty, a referral can also still be prepared and lodged for the proposed development to obtain formal confirmation that the project is not a Controlled Action under the EPBC Act 1999.
The above would need to be confirmed with the relevant regulatory authorities prior to proceeding with the field surveys.
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4.0 Proposed Approach
The conclusion of the Augusta Lifestyle Village Site Assessment states that “a comprehensive (Level 2) vegetation and fauna study should be conducted prior to any further consideration of potential uses of this site”, however “this site” in that instance refers to the entire Reserve 20761.
As per the requirements of the EPA Guidance Statement 56 (EPA 2004a), a Level 2 fauna survey should include systematic sampling with traps. In our opinion, a Level 2 fauna survey would not be required for the small 3 ha study area that is currently proposed and would not usually be expected for an NVCP (see Section 3.0 above). We therefore propose to conduct a Level 1 fauna survey, which would include a site visit during which targeted searches for significant species would be undertaken.
As per the requirements of the EPA Guidance Statement 51 (EPA 2004b), a Level 2 vegetation survey requires seasonal sampling (i.e. sampling during the main flowering season and also in other seasons), and replication of sampling plots in vegetation units. This could be accommodated in 2014, provided the work was awarded sufficiently early to allow an Autumn survey (in May at the latest) followed by a Spring survey (suggested for September/October). This would still be appropriate for an NVCP level of assessment as it would provide for more certainty on the presence of any threatened flora species.
Our proposed approach for the work would be as follows: 1. Conduct a desktop review to identify existing biological data relevant to the study area; information reviewed would include: • searches of relevant databases such as those held by the WA Herbarium, DPaW and the WA Museum; • available literature; 2. Describe and map the vegetation type/s occurring on site (based on the brief site visit, we expect that only one vegetation type is present); 3. Describe and map the vegetation condition over the study area according to the scale developed by Keighery (1994). Disturbance factors would be recorded together with their abundance/intensity, and would likely focus on weed species (particularly any Weeds of National Significance, or Declared Pests listed under the Biosecurity and Agriculture Management Act 2007) and the extent of existing clearing. Note that our proposal would not include assessment of Dieback (Phytophthora), other than recording of potential signs; 4. Establish and assess a minimum of two floristic survey quadrats (10 m2 as per the standard for the Southwest) within each vegetation type in Autumn 2014, with quadrats resampled in Spring 2014; 5. Conduct targeted searches for rare flora. These could potentially include: • Caladenia excelsa (Threatened), which occurs from Augusta to Yallingup; flowering is in late September-early October; • Bossiaea disticha (Priority 4), a shrub known to occur in the woodlands of Reserve 20761; flowering is in September-November; 6. Record as complete a list of flora as possible for the study area, based on field records and any historic records for the area; 7. Conduct targeted searches for evidence of fauna species of conservation significance (or suitable habitats for these; e.g. any nesting hollows for Black Cockatoos). Although a number of Threatened and Priority fauna species occur in the locality, the most likely species to utilise the area (considering the habitat present and the urban setting) would comprise: • Isoodon obesulus subsp. fusciventer (the Quenda, or Southern Brown Bandicoot (Priority 5); • Calyptorhynchus baudinii (Baudin's Cockatoo) (Threatened);
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• Calyptorhynchus latirostris (Carnaby's Cockatoo) (Threatened); and 8. Prepare a report documenting: • the methodology used for the survey; • a description of the vegetation type/s present in the study area, including discussion of their conservation significance; distribution maps of the vegetation type/s and their condition would be provided; • a discussion of the flora assemblage recorded from the study area, including any flora of conservation significance (locations to be presented in a map); • a discussion of the fauna of conservation significance recorded from the study area, or the presence of any habitat suitable to support such species; and • an assessment of the proposed project against the 10 clearing principles as required for an NVCP, if this proves to be the assessment mechanism.
5.0 Capability
5.1 Biota Environmental Sciences Biota Environmental Sciences Pty Ltd brings together decades of senior experience in the fields of biological surveys, environmental impact assessment, environmental planning and environmental management. The company comprises 40 staff including Botanists, Zoologists and Environmental Scientists whose specialist skills encompass the areas of: • Environmental Assessments and Management Plans; • Flora and Fauna Surveys; • Rare Species Surveys, Monitoring and Management Plans; • Environmental Data Management and Geographical Information Systems (GIS); • Environmental Planning; • Environmental Statutory Processes Advice; and • Specialist Ecological Research.
Biota has a policy of pursuing a best practice standard of environmental investigation and assessment, maintaining open and honest relationships with clients and government agencies, and publication of completed work in the scientific literature where appropriate. Biota has also completed numerous projects for a wide range of government and industry clients throughout Western Australia. More information can be obtained at www.biota.net.au.
5.2 Key Study Team Personnel • Garth Humphreys – Principal Ecologist | Director Garth has over 23 years experience in biological surveys, environmental impact assessment and environmental management and has been involved in more than 300 projects, at both formal and informal levels of assessment. He has been the primary author of several Public Environmental Reviews (PERs), is familiar with State and Federal referral processes, and has presented to the EPA board on numerous occasions. He has also prepared referral documentation for proposals as required under the EPBC Act. Garth has specific project experience in the locality, having managed the biological surveys for Verve Energy’s Milyeannup wind farm project east of Augusta, completed seasonal fauna surveys within D’Entrecasteaux National Park for Cable Sands and undertaken the fauna survey for the Vasse-Margaret River Road re-alignment study for Main Roads WA. He has also worked closely with Ron Johnstone of the WA Museum on numerous Black Cockatoo assessments in the metropolitan region and Southwest. He was also the principal author of the Albany Wind Farm environmental impact assessment report, prepared the Environmental Management Plan for that project, and completed subsequent environmental auditing work. Garth would conduct the fauna assessment as currently proposed. He would also be the nominated Biota staff member who would undertake any interface required with the EPA
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or DPaW. Garth has considerable experience with providing advice to regulators, both in Perth and on site. He has attended two site visits in the last month with EPA and DPaW staff on major developments, providing specialist technical advice regarding various biological issues of concern for the projects. A nominal four hours of Garth’s time has been provided for in the current costing to resolve the approach to the assessment process, with further support charged as agreed with Rosewood at the hourly rate shown in Cost Estimate 887.
• Michi Maier – Principal Botanist | Director Michi is a botanist with over 22 years’ experience in the planning and implementation of terrestrial flora and vegetation surveys, in all bioregions of Western Australia. She has a specialist background in vegetation mapping and the identification, assessment and management of threatened flora populations. Michi oversaw and participated in the vegetation and flora surveys for the Milyeannup wind farm project near Augusta, as well as the Albany wind farm project and the extension of the Nine Mile Beach wind farm at Esperance. Other relevant project experience includes botanical surveys for the Vasse- Margaret River section of the Bussell Highway and the Coastal Road from Lancelin to Green Head; assessment of the vegetation and flora values of the Lancelin Defence Training Area; and various surveys on the Swan Coastal Plain. Michi would conduct the flora and vegetation assessment component of the project, have primary ownership of the subsequent reporting, and provide overall quality assurance for the deliverables.
5.3 Relevant Project Experience Biota has completed numerous ecological assessments in the Southwest of Western Australia, including most of the assessments carried out for wind farm proposals in the State in recent years. Biota also has experience in preparing referral documentation for projects that potentially impact matters of NES under the EPBC Act.
Examples of some of Biota’s relevant projects include: • Verve Energy’s Milyeannup Wind Farm – vegetation, flora and fauna surveys to EPA Level 2 standards, and environmental impact assessment. • Western Power’s Albany Wind Farm – fauna and flora surveys to EPA standards, environmental impact assessment, environmental management plan, rehabilitation plan and follow-up monitoring, and representation on stakeholder reference group. • Main Roads Western Australia’s Bussell Highway – biodiversity survey and route option evaluation of sections of the Vasse-Margaret River Road intersecting multiple reserves within the conservation estate. • Black Cockatoo nesting and feeding habitat assessment for widening of the Great Northern Highway near Bindoon for Main Roads WA, and north of Wanneroo for the Department of Planning (jointly with Ron Johnstone and Tony Kirkby). • Leighton Contractors’ NextGen Fibre Optic Cable – a 1,300 km corridor from the South Australian border to Perth was surveyed for key fauna and flora issues, including the development of weed control, biological constraints, impacts on the conservation estate and evaluation of route options. • Iluka Mineral Sands’ Yoganup and Tutunup deposits, south of Capel – Level 2 vertebrate fauna surveys.
6.0 Detailed Cost Estimate and Allocation of Resources
A detailed breakdown of the resources and time required to undertake these tasks is provided in Cost Estimate 887. A proposed timeline for the study is outlined in Table 1. Based on this, the final report for the study should be available in November 2014.
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The following assumptions apply to the time allocations provided for in our budget: 1. A nominal total of six hours has been allowed for attendance at meetings in Perth, safety planning and mobilisation. 2. A nominal provision of four hours has been made for liaison by Garth Humphreys with regulators or participation in the EIA process prior to the study to resolve and confirm approach and level of assessment. Any further related tasks would be completed by Garth at the hourly rate shown in the attached cost estimate, after agreement with Rosewood to proceed.
Table 1: Suggested timeline and project milestones. Milestone Completion Date Liaison with regulators to confirm requirements To be determined, subject to award date under environmental approvals process Autumn field survey May 2014 (subject to award date) Interim letter of findings 2 weeks after field survey Spring field survey Late September - early October 2014 Draft report 4 weeks after field survey (nominally early November) Final report 2 weeks after receipt of client comments Liaison with EPA and other regulators as To be determined required to finalise approvals or resolve appeals
I trust this proposal is sufficient for your current requirements. Please contact me if you have any queries or require any additional information.
Yours sincerely, Biota Environmental Sciences Pty Ltd
Michi Maier Principal Botanist / Director
Attachment 1: Cost Estimate 887
Encl: Curricula Vitae for Key Personnel.
References Beard, J. S. (1980). Vegetation Survey of Western Australia 1:1,000,000 Vegetation Series. Map Sheet 7 - Swan. University of Western Australia Press, Western Australia. EPA (2004a). EPA Guidance Statement No. 56: Terrestrial Fauna Surveys for Environmental Impact Assessment in Western Australia. Environmental Protection Authority, Western Australia. EPA (2004b). EPA Guidance Statement No. 51: Terrestrial Flora and Vegetation Surveys for Environmental Impact Assessment in Western Australia. Environmental Protection Authority, Western Australia. Keighery, B. (1994). Bushland Plant Survey - A Guide to Plant Community Survey for the Community. Nedlands, Western Australia. Shire of Augusta Margaret River (2013). Request for Quotation Augusta Retirement Village. Retrieved from http://www.amrshire.wa.gov.au/library/file/3Development/Planning/ RFQ%20final.pdf.
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Client Rosewood Care Group Biota Environmental Sciences Pty Ltd 67 Cleaver Street PO Box 155 West Perth WA 6005 Leederville WA 6903 Australia Date: 11 April 2014 Attention: Bill Dyas Job No: 1001 Quote No: 887 From Michi Maier
Project: Hillview Road Retirement Village Biological Survey
Dear Bill,
Please find following a cost estimate to complete the work as scoped.
Tasks and Detail Hrs/units Rate Amount
1. Provision for meetings; Scoping; Safety; Logistics G Humphreys (Ecologist/Director) - Planning and liaison (office hours) 3 $200.00 $600.00 M Maier (Botanist/Director) - Planning and liaison (office hours) 3 $200.00 $600.00 ______2. Resolve approach and requirements for environmental assessment G Humphreys (Ecologist/Director) - Planning and liaison (office hours) 4 $200.00 $800.00 ______3. Desktop review G Humphreys (Ecologist/Director) - Data review (office hours) 2 $200.00 $400.00 M Maier (Botanist/Director) - Data review (office hours) 4 $200.00 $800.00 ______4a. Field Survey - site visit 1 (Autumn 2014) M Maier (Botanist/Director) - field days 1 $1,500.00 $1,500.00 Vehicle use (including mobilisation/demobilisation) 1 $250.00 $250.00 Field sundries 1 $100.00 $100.00 ______4b. Field Survey - site visit 2 (Spring 2014) M Maier (Botanist/Director) - field days 1 $1,500.00 $1,500.00 G Humphreys (Ecologist/Director) - field days 1 $1,500.00 $1,500.00 Vehicle use (including mobilisation/demobilisation) 1 $250.00 $250.00 Field sundries 1 $100.00 $100.00 ______5. Specimen identifications and data entry M Maier (Botanist/Director) - IDs and data (office hours) 16 $200.00 $3,200.00 ______6. GIS mapping, analysis and data management K Webster (Graduate GIS Cartographer) - GIS mapping and analysis 4 $100.00 $400.00 ______7. Report preparation M Maier (Botanist/Director) - Reporting (office hours) 16 $200.00 $3,200.00 C Flaherty (Botanist) - Reporting (office hours) 16 $110.00 $1,760.00 G Humphreys (Ecologist/Director) - Reporting (office hours) 12 $200.00 $2,400.00 F Hedley (Office Administrator) - Format review (office hours) 1 $70.00 $70.00 Hillview Road Retirement Village Biological Survey Estimate Page 2
Total (ex GST): $19,430.00
Thank you for the opportunity to present this cost estimate. This proposal is subject to Biota’s standard terms of engagement.
Please contact us should you wish to discuss the above.
Regards
Michi Maier Botanist / Director Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 2C
Ecologia Level 10, Carillon City Office Tower, 207 Murray Street, Perth, WA 6000 • PH: 6180 4450 • FAX: 6180 4451 ACN 088 821 425 • ABN 63 088 821 425 www.ecologia.com.au
ROSEWOOD CARE GROUP
AUGUSTA RETIREMENT VILLAGE Proposal for Provision of Biological and Environmental Management Services 11 April 2014
Rosewood Care Group Augusta Retirement Village Biological and Environmental Management Services
Key Proposal Aspects
Rosewood is currently investigating the viability to develop a retirement village on a Crown Reserve in Augusta for the Augusta Margaret River Shire. A Level 2 flora and fauna assessment has been recommended over the site, which encompasses an area approximately 3 hectares. Drawing on ecologia’s experience of such developments, a Level one flora and fauna assessment should be sufficient to meet environmental approvals. Therefore ecologia proposes to carry out a Level 1 flora and vegetation and fauna assessment in accordance with EPA Guidance, to be conducted by an experienced botanist and ecologist/zoologist in combination. The report will be in accordance with EPA Guidance and will include an assessment against the 10 Clearing Principles. ecologia will liaise with regulatory agencies following completion of the survey to determine the level and type of approval required. ecologia’s experienced team of specialist biologists and environmental advisors has completed numerous biological assessments and clearing permit applications throughout Western Australia, including a number of recent projects in the south west, and has a good understanding of expectations for such assessment projects. ecologia proposes to conduct the survey over two days including travel which will include flora and vegetation and fauna survey of the site in addition to targeted searches for priority and/or Threatened flora and fauna, including but not limited to Black‐Cockatoos, Western Ringtail Possum and Western Quoll. ecologia is pleased to offer this proposal to undertake the Level 1 flora, vegetation and fauna assessment and reporting for a lump sum fee of $25,110 excluding GST. The regulator liaison and clearing permit application is offered at a lump sum fee of $6,850 excluding GST. Additional regulator liaison outside the proposed hours would be charged at a fee for time of $190 per hour.
Introduction ecologia Environment Pty Ltd (ecologia) is pleased to provide this proposal to Rosewood Care Group (Rosewood) to undertake a flora and fauna assessment within the proposed site of a retirement village in Augusta, Western Australia.
1.1 PROJECT BACKGROUND Rosewood is investigating the viability of developing a retirement village in Augusta. A recommendation for a Level 2 flora and fauna assessment has been provided, however ecologia considers that a Level 1 flora and fauna assessment for this project should be sufficient to meet regulatory requirements. A flora and vegetation assessment has already been completed over the site, however a more detailed assessment is now required, in addition to a fauna assessment.
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Scope of Work
The scope of work is in accordance with an email request received from Rosewood’s Bill Dyas on 17 March 2014. Specifically, the scope requirements include conducting the following: Complete a Level 2 Flora and Fauna desktop assessment for flora, vegetation and fauna values to then be ground‐truthed during the field assessment. Specifically this proposal includes: Our proposed methodology and approximate time required including the preparation and issue of the study; The level of service we can provide interface with the EPA and an hourly rate for providing staff to manage the appeal and negotiate issues; and A flow chart of the process to achieve the approval.
Proposed Approach ecologia proposes to conduct a single‐phase Level 1 flora, vegetation and fauna assessment, with a targeted survey for conservation significant fauna species and their habitats, including but not limited to Black‐ cockatoos, Western Ringtail Possum, and Western Quoll, within the proposed development area. Limited assessment will also be carried out within adjacent areas to verify the results of the desktop assessment and to provide regional context. Work will be conducted in accordance with all other relevant legislation, including EPA policies and positions, and regulations relating to flora and fauna collection, permits and access requirements. The project will be conducted in accordance with best practise guidelines and policies, and under relevant permits and licences. ecologia will then liaise with the Office of the Environmental Protection Authority (OEPA) and Department of Environmental Regulation (DER) to determine the nature of the approvals required, based on the area of clearing and the findings of the flora and fauna survey. It is anticipated that a Native Vegetation Clearing Permit (NVCP) would be required.
DESKTOP ASSESSMENT AND LITERATURE REVIEW Prior to the commencement of the field survey, a literature review will be undertaken of all relevant available published and unpublished reports and documents. This information will be used to generate potential species lists tailored to the project area, with a focus on Threatened and Priority flora, fauna and ecological communities. The sources that will be consulted include the following: Department of Sustainability, Environment, Water, Population and Community Protected Matters Database; Threatened (formerly DRF), Priority and Migratory taxa listed under the WC Act listed by DPaW and under the EPBC Act; Threatened Ecological Communities (TECs) and Priority Ecological Communities (PECs) as listed by DPaW; International Union for Conservation of Nature (IUCN) Red List of Threatened Species; Environmentally Sensitive Areas (ESAs) listed under Environmental Protection (Clearing of Native Vegetation) Regulation 2004; Declared Pests listed under the Biosecurity and Agriculture Management Act 2007;
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DEC NatureMap; BirdData; Global Biodiversity Information Facility; ecologia Environment internal database of previously recorded flora, fauna, communities and habitats; DEC (DPaW) Conservation Estates and Reserves; Australian Wetlands Databases; and Confirmation of the appropriate survey effort and methodology based on the finding of the desktop review. The desktop assessment will form the foundation of the field survey, and ensure that the assessment is targeted to the areas of highest potential conservation significance.
FIELD SURVEY The field survey will include a Level 1 flora and vegetation assessment in accordance with EPA Guidance Statement 51, a Level 1 vertebrate fauna assessment in accordance with EPA Guidance Statement 56 and a targeted Black‐Cockatoo, Western Ringtail Possum, Southern Brown Bandicoot and Phascogale habitat survey. Field data will be collected from a series of detailed data collection points (non‐permanent floristic quadrats) representative of the diversity of environmental values of the site. Observations and opportunistic data collection will be carried out continuously inside and near the project area, in particular for mammal and bird species, including Black‐cockatoos, Western Ringtail Possum, Southern Brown Bandicoot and Phascogale. The team, comprising one botanist and one zoologist will survey the site over two days (including travel). This will allow sufficient time for a thorough search of the site for conservation significant flora and fauna.
Flora and Vegetation Where utilised, quadrats/detailed data collection points will be 10 x 10 m in accordance with Guidance Statement 51 requirements and shall be used to characterise all of the intact native vegetation communities supported by the project area and immediate surrounds. The following details and information would be collected from within each quadrat sampled: observer; date; location/site, including GPS location (GDA94); spatially referenced digital photograph with reference number; soil type and soil colour; topography; vegetation condition/degradation/disturbances (e.g. weed invasion, fire); each recorded flora species, and for each species: o average height; o total projected foliage cover within quadrat; and o dominance. vegetation community; and vegetation condition.
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Descriptions of communities will be based on the nomenclature of the National Vegetation Information System (NVIS) at level 5 which will enable conclusions regarding the TEC and PEC status of each of the recorded vegetation types. Where known occurrences of TECs or PECs exist adjacent to the project area, data will be collected to verify the composition of the communities. Prior to the survey, the locations of all Threatened or Priority flora retrieved from the search of DPaW and ecologia databases will be plotted against aerial imagery and vegetation complexes. This will provide some insight into the preferred habitats of each taxon. However as existing records are sometimes only weakly predictive of likely taxa or habitat preferences, all taxa considered of potential conservation significance will be collected for verification. The location of each taxon collected will be recorded using a handheld GPS and the local abundance, landform and associated species noted. Data collected shall be sufficient to allow the completion of DPaW Threatened and Priority Flora Report Forms, should species be determined to be of conservation significance. Completed forms (if any) will be provided as a separate appendix of the final report. Where discrete populations of flora of conservation are noted, the boundaries shall be defined using a handheld GPS. All flora and vegetation communities of potential significance will be photographed. The location and local abundance of all weed species will be recorded and their distribution mapped. Significant infestations or occurrences of significant weed species (such as environmental weeds or Declared Pests) will be individually mapped and recorded. The flora and vegetation data collected from the combination of quadrats and continuous opportunistic observations will contribute to the flora inventory for the site. The vegetation communities of the project area will be defined by data collected within quadrats and opportunistically between, and how they relate to other environmental features such as soil type and landform. A map of the vegetation communities will then be able to be developed using GIS. Vegetation condition will be assessed using a combination of criteria developed by Casson et al (2000) and Keighery (1994). The spatial extent of the varying vegetation condition will be mapped using GIS. Prior to the field survey, the distribution of any TEC or PEC buffer zones, National Parks, State Forests, wetlands, Conservation Reserves, Ramsar sites or Environmentally Sensitive Areas in the vicinity of the study area, as determined from the desktop assessment, will be mapped. During the survey, the vegetation within any boundaries or buffer zones will be surveyed in as much detail as feasible. Other observations throughout the project area will be noted including water courses and wetlands, surface water drainage patterns and the potential for flooding, to facilitate in the evaluation of the significance of the proposed clearing against all of the 10 Clearing Principles.
Vertebrate Fauna Vertebrate fauna and habitats of the project area will be sampled and assessed in the field using the following techniques: Active surveys targeting the key faunal groups: o Reptiles and Amphibians, including targeted searching of micro‐habitats; o Birds, including recording all species observed by direct sightings and indirect evidence (e.g. feathers); and o Mammals, including recording all species observed by direct sightings and indirect evidence (e.g. tracks, scats, diggings, burrows, fur). Targeted conservation significant fauna searches for species potentially occurring at the site (based on the results of the desktop review), including (but not limited to) the following EPBC listed species:
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o Forest Red‐tailed Black Cockatoo (Vulnerable); o Carnaby’s Black‐cockatoo (Endangered); o Baudin’s Black‐cockatoo (Vulnerable); o Western Ringtail Possum (Vulnerable); and o Western Quoll (Vulnerable). Habitat assessment and mapping, to classify and map the fauna habitat types of the project area, with information collected in sufficient detail to conclude the suitability of each habitat type for supporting the fauna species of conservation significance relevant to the project area. Specifically, to determine whether the project area provides suitable habitat for Black‐cockatoos, ecologia will conduct a targeted assessment for: Breeding/nesting habitat – any patch of woodland or forest that contains Eucalyptus or Corymbia trees with either a diameter at breast height of greater than 500 mm or presence of suitable nest hollows, which will be described, GPS recorded and mapped. More specifically, all individual trees observed to support suitable hollows will be recorded using GPS records within the study area. Roosting habitat – suitable trees (Eucalyptus or Corymbia) in or near riparian environments or natural or artificial water sources, which will be described, GPS recorded and mapped. Foraging habitat – Native shrubland, heathland, woodland or forest supporting food source plants for Black‐cockatoos, including proteaceous species such as Banksia, Hakea and Grevillea, Marri (Corymbia calophylla), Jarrah (Eucalyptus marginata), Allocasuarina, and Anigozanthos and introduced species, particularly Pines (Pinus spp.) and Cape Lilac (Melia azedarach), but also Erodium spp. and various species grown for fruit, nuts and seeds. Foraging habitat will be described, GPS recorded and mapped. To target other conservation significant fauna species such as Western Ringtail Possums and Western Quolls, searches for secondary evidence (scats etc) will be undertaken. In addition, motion cameras will be deployed overnight in areas of suitable habitat.
REPORT ecologia strives to produce high quality documentation that combines strong scientific rigour with easily interpreted results and clear conclusions and recommendations. The report will be prepared in accordance with relevant EPA Guidance for Level 1 biological assessments, and will include an assessment against the 10 Clearing Principles. The report will include the following sections: Executive Summary; Introduction; Scope of Works; Methodology; Results (including assessment of native vegetation clearing); Discussion; Conclusions and Recommendations; and References.
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Additionally, the report will include relevant figures, including mapping of vegetation communities, vegetation condition and fauna habitats, as well as appendices for species lists and collected field data. The draft report will be provided electronically, and the final report, incorporating a single set of consolidated comments on the draft report will be provided electronically and in hard copy (one copy). All spatial data, shapefiles in GDA94 and electronic data will also be provided with the final report. ecologia will also provide the nominated Rosewood contact with fortnightly progress updates via email, including a summary of work carried out in the past fortnight, planned work for the coming fortnight and any issues or matters for attention or clarification.
LIAISON WITH REGULATORY AUTHORITIES ecologia has a long history of working with clients to facilitate environmental approvals with the OEPA and DER. Following tabulation of results from the field assessment, ecologia will liaise with OEPA and DER as required, via email, over the phone or in‐person as required to determine the type and level of approval required based on the key environmental factors. Based on the size of the project area and ecologia’s experience on similar projects, it is considered unlikely that a formal assessment through the OEPA would be required, and that the project would be assessed through the DER Native Vegetation Assessment Branch via a NVCP. ecologia would then be able to assist in the preparation of a NVCP application, should this be required, and the proposed fee for this task is presented separately in this proposal. Native Vegetation Clearing Permit Application The Environmental Protection Act 1986, specifies that clearing of native vegetation in Western Australia requires a permit. The clearing provisions of the Environmental Protection Act 1986 are described in the Environmental Protection Amendment Act 2003 (WA) and the Environmental Protection (Clearing of Native Vegetation) Regulations 2004 (WA). If native vegetation is to be cleared, a NVCP will be required if the Project has not been formally assessed under Part IV of the Environmental Protection Act 1986. DER aim to assess NVCP applications within 90 calendar days, which includes an advertising period. Figure 2 details the NVCP application process through the DER. The findings of the flora and fauna assessment report would form the basis of the NVCP application supporting document, and if required, would be prepared in parallel with the assessment report to reduce the overall timeframe for submission, assessment and approval.
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Figure 2 Native Vegetation Clearing Permit Application Process
Deliverables
PROJECT MANAGEMENT Fortnightly Progress On a fortnightly basis, ecologia will contact the nominated Rosewood contact to provide a report on progress of the project. This correspondence will be via email and include the following: Activities completed during the previous fortnight; Proposed activities for coming fortnight; and Any issues of concern that require attention. This communication process can be amended as required. Kick‐off meetings ecologia has included time for the project manager to conduct a relevant kick‐off meeting over the phone Rosewood and/or any regulatory agencies as required.
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Change Control If ecologia identifies any changes that need to be made regarding the scope of works, budget, staff resources or access, Rosewood will be notified in writing. No changes will occur until ecologia has received written approval by Rosewood.
REPORTING DELIVERABLES Draft report A draft electronic copy of the report detailing the results of the surveys will be provided to Rosewood. This will include, but not be limited to executive summary, objectives, background, methods, limitations and results, discussion, conclusion and recommendations, all relevant figures and appendices. Final report One electronic of the report will be provided to Rosewood, including all supporting data. The final report will incorporate a single set of consolidated comments received from Rosewood and/or others, as provided by Rosewood. If there are any comments that are not addressed within the final report, a separate document/email with reasoning for such comments not being addressed will be provided to Rosewood. Spatial Data Geographic Information Systems (GIS) and raw data will be provided electronically with the final report. GIS spatial data and raw data (including vegetation mapping, abundance data, images and other multimedia) will be provided.
Proposed Schedule
The proposed schedule of work for the project is presented below. ecologia is flexible with this schedule and can exchange dates proposed for survey areas with others to be proposed, or modify dates in accordance with advice from Rosewood. Flora and Fauna assessment
Deliverable Timeframe
Phase one field survey September‐October 2014
Draft Report Eight weeks following completion of field surveys
Within 10 business days of receiving comments on the draft report Final Report (including raw and GIS data) from Rosewood
Regulator Liaison and VCP
Deliverable Timeframe
Regulator liaison Within 10 business days of return from the field survey
Draft NVCP Application (if required) Within eight weeks of completion of field surveys
Within 10 business days of receiving comments on the draft report Final NVCP Application from Rosewood
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Project Team ecologia comprises a team of environmental professionals offering services from all fields of Biological Sciences and Environmental Management. ecologia can provide the following: An in‐house multi‐disciplinary team able to address requirements relating to all terrestrial biological surveys and reporting, including flora and vegetation, vertebrate fauna and invertebrate fauna (subterranean fauna and short range endemics), as well as environmental management services such as impact assessments and approvals; Responsibility for all facets of environment approvals, contract development and management, tender evaluation, environmental management plans, auditing and environmental management systems; Participation as either project manager or lead environmental consultants as part of multi‐disciplinary project teams; and A team with a demonstrable track record of enhancing credibility of the environment function within project teams and able to achieve high levels of alignment for strategic project outcomes. For the requirements of the project, ecologia is able to draw on a team of more than two dozen experienced and accomplished scientists and environmental professionals. We have selected from this, our very best personnel to build a specialist team for the project. These personnel may be supported from time to time by other members of our comprehensive and accomplished team. We reserve the right to substitute alternative (suitably qualified and experienced) personnel for key tasks, should this be required due to illness or availability. We commit to consulting with Rosewood should this be required, to ensure that project needs are still met. A summary of the experience and capabilities of the key personnel proposed above is provided below and Curricula Vitae can be provided on request. Dr Renee Young – Botany Team Leader/Senior Botanist
Renee manages the botany team, with seven years’ experience and has led multiple surveys in the Perth, Pilbara, Murchison and Kimberley regions. Renee has experience in all levels of assessment for government and mining industries including botanical surveys to support PERs and NVCPs as well as completing numerous targeted flora surveys, monitoring programs and ethnobotanical assessments enabling her to deliver client specific needs depending on the project. Renee is an experienced botanist having completed a doctorate in botany from the University of Western Australia and subsequent years of employment at Kings Park and Botanic Gardens as a Research Scientist before joining ecologia in 2010.
Damien Cancilla – Zoology Team Leader/Senior Zoologist
Damien manages the ecologia zoology team, including vertebrate and invertebrate aspects and has ten years’ experience in the zoological field, with over six years’ experience as a fauna consultant. Damien has successfully managed the completion of more than 30 vertebrate fauna assessment projects across Western Australia and the Northern Territory and has experience in all levels of assessment for government and mining industries including zoological assessments to support environmental approvals and targeted assessments and monitoring programs to support associated project approval conditions. Damien has managed targeted surveys and monitoring projects for conservation significant species including Northern Quoll, Pilbara Olive Python, Pilbara Leaf‐nosed Bat, Greater Bilby, Mulgara, Heath Mouse, Egernia stokesii badia, Malleefowl, Carnaby’s Black Cockatoo and Slender‐billed Thornbill.
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Emma Ryan‐Reid – Principal Environmental Advisor Emma has over 16 years’ experience in environmental consulting and mining. Across her career, she has specialised in environmental and related approvals, compliance matters including auditing and reporting, mine closure, hydrogeology and contaminated land management. Emma is also an experienced project manager. Specifically, her experience includes many years as a consultant, working in the hydrogeological and related fields, and a significant tenure as Environmental Superintendent on a gold mine site in northern Western Australia. She has managed and contributed to projects in WA and Victoria in the petroleum, mining, government, agriculture and defence sectors.
Gaby Martinez – Senior Ecological Advisor/Botanist Gabriela joined the ecologia team in September 2013 and is an environmental advisor and botanist with more than 12 years’ experience, predominantly in botanical assessments, throughout Western Australia. Her experience in flora and vegetation assessments includes large scale floristic surveys for projects across a range of sectors including mining, infrastructure and land developments and has addressed vast project areas, including linear corridors spanning several hundred kilometres. Gabriela is experienced in conducting assessments across all of the Western Australian bioregions, from the South Coast, Swan Coastal Plain and Goldfields, to the Kimberley, Pilbara, Murchison and Midwest. She is an experienced project manager and has a proven track record in biological survey design for the purposes of effective impact assessment. Gabriela is developing her specialist impact assessment and environmental management career, based on her specialist botanical background and proficient technical reporting skills.
Mimi d’Auvergne – Ecological Advisor
Mimi has a background in zoology, geology and general ecology, based both on her university studies and on her professional experience. Mimi’s experience includes site based roles with Fortescue Metals Group as part of their grade control drilling program as QAQC geologist. Mimi also has 15 years’ experience working in wildlife care and conservation, including in situ research, fauna monitoring, native wildlife rehabilitation and captive management and breeding programs for endangered species, both native and exotic. Mimi’s more recent experience includes overseeing a range of ecological assessments for sites proposed for mining development. She is experienced in environmental impact assessments and the preparation of management
plans. Mimi is also experienced in conducting baseline assessments and monitoring programs for ecological values.
Dr. Udani Sirisena – Level 2 Botanist/Taxonomist Udani is an experienced botanist and specialist taxonomist, skilled in flora identifications. She joined ecologia in 2011 after completing her doctorate in molecular and morphological phylogeny of the genus Thysanotus (Fringed lilies) based on studies in South Australia and Western Australia and a subsequent period of employment with the Western Australian Herbarium. Since her employment at ecologia commenced, Udani has been engaged in the taxonomic identification of species from a range of locations mainly within the Pilbara, Swan Coastal Plain, Jarrah Forest, Murchison and Kimberley. Udani is also experienced in field assessments and technical reporting of flora and vegetation survey results, in accordance with EPA Guidance requirements. She is also building her experience in the use of GIS software. While working for ecologia, Udani is employed as a research scientist at the Western Australian Herbarium participating in the Australian Plant Census project.
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Relevant Experience
Participating Team Project Description, Relevance and Similarities Members (in Proposal) Dr Renee Young Water Corporation Busselton‐Provence Combined Level 1 flora, vegetation and fauna Damien Cancilla WWTP Pressure Main project, (2013) assessment and reporting south of Perth Dr Udani Sirisena
Gaby Martinez Water Corporation Dandalup Trunk Main, Combined Level 2 flora and vegetation and Level 1 Dr Renee Young (2013) fauna assessment and south of Perth Damien Cancilla Dr Udani Sirisena
Water Corporation Beenyup Waste Water Combined Level 2 flora and vegetation and level 1 Treatment Plant Stages I and II project, Dr Udani Sirisena fauna assessment and reporting (2012)
Gaby Martinez Water Corporation Kondinin Tank Combined Level 2 flora and vegetation and Level 1 Dr Renee Young Replacement, (2014) fauna assessment and reporting Damien Cancilla Dr Udani Sirisena
Vegetation mapping verifications and targeted Perth Airport Vegetation mapping (2012) Dr Renee Young Threatened and Priority flora and weed surveys
Pipes and Pumps Stations (PPS)/Water Targeted Conservation Significant Mammal Survey Corporation Joint Venture, Dwellingup New Damien Cancilla Black‐cockatoo assessment Source (2009)
Cape Bouvard Investments, Powerline Level 1 fauna assessment and targeted Black‐cockatoo Damien Cancilla Corridor Assessment (2012) survey and habitat assessment
Bird point counts to determine impact of proposed Cape Bouvard Investments, Clifton Beach wind farm on local birds (with a focus on Black‐ Damien Cancilla Wind Farm (2010‐2011) cockatoos)
Oakajee Port and Rail, Carnaby's Black‐ Carnaby’s Black‐cockatoo habitat assessment and Damien Cancilla cockatoo Habitat Assessment (2010) mapping along OPR rail alignment
Fortescue Metals Group, numerous Central Various multiple phase flora, vegetation, Pilbara Projects (Western Hub, North Star, vertebrate/invertebrate fauna assessments, rare flora Christmas Creek, Turee & Turner Syncline, Dr Renee Young surveys, preparation of management plans and design Mt Macleod & Stingray, Delphine, Eliwanna Damien Cancilla and execution of monitoring programs over multiple & Flying Fish, Kings, Kutayi, Investigator and phase; a demonstrated long‐term relationship with a Dr Udani Sirisena Solomon (Mine and Rail)) (2011‐2013, valued client ongoing)
Level 1 and Level 2 Flora and Fauna Assessment, Sheffield Resources Ltd, Thunderbird Ethnoecological Assessment. Combination surveys for Dr Renee Young Dampier Peninsula Projects. (2012‐2013, all biological values, including flora, vegetation, Damien Cancilla ongoing) terrestrial vertebrate fauna, subterranean fauna and Dr Udani Sirisena SREs
Various baseline flora, vertebrate/invertebrate fauna SinoSteel Mid West Corporation (SMC), assessments, rare flora surveys, preparation of Dr Renee Young Weld Range, Jack Hills, Blue Hills, Koolanooka management plans and design and execution of Damien Cancilla and Robinson Ranges project areas (2009‐ monitoring programs over multiple phases and a 2013, ongoing) demonstrated long‐term relationship with a valued Dr Udani Sirisena client
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Participating Team Project Description, Relevance and Similarities Members (in Proposal)
Comprehensive and multiple phase flora and fauna Dr Renee Young Polaris Metals, Bungalbin and Jackson assessments for the purposes of formal EIA for a Damien Cancilla Deposits (2012‐ ongoing) proposed development Dr Udani Sirisena
Various baseline flora, vertebrate/invertebrate fauna Damien Cancilla Creasy Group, Bogada Gold project (2012 – assessments, rare flora surveys, preparation of Dr Renee Young 2014) management plans Emma Ryan‐Reid Native Vegetation Clearing Permit Mimi D’Auvergne
Dr Renee Young Rio Tinto Iron Ore Greater West Angelas Flora and vegetation, terrestrial vertebrate fauna, SRE Damien Cancilla project, (2012‐2013) and subterranean fauna assessments Dr Udani Sirisena
SinoSteel Mid West Corporation (SMC), Gabriela Martinez Native Vegetation Clearing Permit Warriedar (2013) Mimi D’Auvergne
Commercial Matters
PROPOSED FEES ecologia is pleased to provide the following fees for the two components of the project as detailed in Tables 1 and 2. Table 1 – Flora and Fauna Assessments
Task Fee Component (excluding GST)
Project Management $2,130
Research and analysis $3,510
Field Work $9,960 Reporting $7,350 Expenses $2,160
Total (excluding GST) $25,110
Table 2 – Regulator Liaison and NVCP Application (as required)
Task Fee Component (excluding GST)
Project Management, including regulator liaison $1,540
Research and analysis $1,290 Reporting (application preparation) $4,020
Total (excluding GST) $6,850
TERMS AND CONDITIONS OF APPOINTMENT ecologia’s terms and conditions of appointment are included in Appendix A.
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Clarifications
In order to aid clarity, the following outlines inclusions and exclusions assumed when preparing this proposal: Our proposed schedule assumes project awarded no later than 31 July 2014, and timely receipt of project information, including site boundary spatial data and high‐resolution aerial imagery from Rosewood. We assume that there would be no client specific medicals or inductions. We have allowed for the PM to conduct a kick‐off meeting over the phone with Rosewood. We have assumed that access to the site will be freely available and will not delay field work. The proposed fee for regulator liaison includes a maximum of four hours. If additional liaison is required this will be charged on a fee for time basis and would be communicated with Rosewood in advance of charging additional time to the project. Our proposal assumes that the project would be assessed for approval via a NVCP. In the event approvals in addition to, or instead of a NVCP are required, ecologia would liaise with Rosewood to develop a scope and proposal to assist with such work. The required NVCP application fee of $100 will be covered by Rosewood (credit card details are required to be supplied on the application form). Our fee and schedule proposed assume no major comments on the draft report and we have allocated a maximum of eight professional hours for completion of the final report following receipt of a single set of consolidated comments on the draft report. Our turn‐around time of 10 business days and allocated budget for report finalisation assumes that comments on the draft report would be provided within 60 days of issue and would not be provided during peak field seasons (March to May or September to November). In the event that this takes place, we would liaise with Rosewood immediately upon receipt of comments to agree a final report delivery timeframe that meets the commitments of both parties, and a budget variation, if applicable.
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Safety and Environment Procedures ecologia has a dedicated HSEQ department and implements and maintains safety and environment policies and procedures for all aspects of work. This includes: Ensuring appropriate competency and experience of staff through staff selection and development programs. Health, Safety and Environmental plans for remote location work. Task pre‐start checks and risk assessments. Non‐conformance management. Inspections and audits program. Additional information on procedures will be made available on request.
ecologia Contact
Renee Young is the contact for this proposal. Please do not hesitate to contact Renee should you have any queries regarding this proposal. ecologia will commence work upon your confirmation of acceptance and issue of a purchase order.
Best regards,
Renee Young Emma Ryan‐Reid Botany Team Leader Principal Environmental Advisor 11 April 2014
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Appendix A – Terms and Conditions of Appointment
16 TERMS AND CONDITIONS OF APPOINTMENT
Ecologia Environment (“the Company”) ABN 63 088 821 425
1. These Terms and Conditions together with the attached Scope of Services, 4.2 by notification to the Client from the Company, advising that: Special Conditions (if any), Schedules (if any), Drawing (if any) or any other a) an increase has occurred in the cost to the Company of providing the documents annexed to them, form the contract (‘the Contract’) between the Services due to circumstances outside the Company’s control Company and the Client. The Contract does not include any other terms and b) additional work is required to perform the Services conditions or other documents unless they have been expressly agreed to in Whenever any of the events set out in Clauses 4.1 and 4.2 above writing by the Company and are referenced in or attached to this document. (collectively and individually called ‘Variations’) occur, the Fee and the No prior correspondence, discussion or other terms and conditions form part Date for Completion of the Services shall be adjusted by the Company to of the Contract unless stated in this document. Where any ambiguity or reflect the change in time and cost to the Company. discrepancy exists between these Terms and Conditions and any attached 5. In addition to the Fee, the Client will be liable to pay an additional amount document, these Terms and Conditions shall take precedence. For the to reimburse the Company for the Goods and Services Tax payable (if any) purposes of the Contract, the words “Services”, “Fees” and Project Manager” in respect of the supply of the Services under this Contract. shall, where the context permits, have the meanings ascribed to those words 6. The Company shall not be liable to the Client for: in the attached Scope of Services. 6.1 the acts, omissions or defaults of other contractors or consultants 2. In performing the Services, the Company shall: engaged by the Client; 2.1 use all reasonable skill, care and diligence; 6.2 any changes, alterations or additions to the Services made by others 2.2 work in accordance with the directions and information provided by the without the express approval in writing of the Company; Client; 6.3 any Services performed not in accordance with the Contract, unless such 2.3 communicate with the Client by and through the Project Manager, who shall non‐performance is notified in writing by the Client to the Company have the authority to bind the Company on all matters related to the within 6 months of the Date for Completion of the Services by the Services; Company; 2.4 render invoices for payment of fees due from the Client at monthly intervals 6.4 the accuracy of cost estimates, programs or interpretation or analysis of (unless otherwise agreed herein). The Company shall provide reasonable geotechnical information; records setting out the rates, charges and expenses incurred to support each 6.5 loss of use, opportunity or production, loss of interest, earnings or profit, invoice if so required by the Client; holding or financial costs, business interruption or any other indirect or 2.5 be entitled to charge interest at the prevailing bank overdraft rate of the consequential losses; Company on any overdue payments from the due date for payment up to 6.6 any loss, damage or claim to the extent that such loss, damage or claim and including the date of payment; was caused or contributed to by the Client. 2.6 be entitled to vary the Fee (including additional fees) whenever the Services 7 The Company shall not be liable for any claim whatsoever by a third party are subject to Variations; arising out of or in relation to the Services or the project works, and the 2.7 keep confidential any information disclosed by the Client or of which the Client indemnifies the Company accordingly. Company becomes aware in respect of the project, unless such disclosure is 8 The maximum liability of the Company to the Client arising out of the approved or agreed to by the Client or required by law; performance or non‐performance of the Services, whether under the law 2.8 retain the copyright and all intellectual property rights (unless otherwise of contract, tort or otherwise, shall not exceed the Fee paid to the agreed herein) in all documents and material it produces. Subject to payment Company under the Contract. of the Fee, the Company shall grant the Client a licence to use those 9 To the fullest extent permitted by law, all warranties implied under statute documents and materials for the purposes of the project but not transfer or otherwise are excluded. In the event of a breach by the Company of a these to any other party unless agreed. warranty implied under the Trade Practices Act 1974 and which cannot be 2.9 obtain and maintain worker related, public liability, motor vehicle, and contractually excluded, the Company’s liability to the Client for such professional indemnity insurances; breach shall be limited to supplying the Services again. 2.10 take due care that the Services comply with all relevant laws and statutory 10 If the Client suspends work or cancels the Contract, the Client shall meet requirements all Fees, costs or expenses to the date of suspension plus any other costs 3 In requesting the Services, the Client agrees to: incurred for demobilisation of personnel, equipment and materials. In the 3.1 provide to the Company all necessary and accurate information, documents event that work is resumed, the Client shall meet all Fees, costs or and directions in respect of the Services; expenses for remobilisation of personnel, equipment and materials as 3.2 inform the Company of any changes to its requirements or any Variations, required. and promptly respond to the Company’s requests for information, The Company may suspend work or cancel work or cancel the Contract if documents or directions; the Client: 3.3 obtain all necessary approvals, access and certifications, and provide any a) has breached any of the terms and conditions of the Contract and necessary equipment and facilities to enable the Company to perform the has not remedied such a breach within 7 days of the receipt of a Services; written notice from the Company requiring it to remedy that breach; 3.4 communicate with the Company by and through the Client Representative, b) evinces an intention not to be bound by the Contract; or who shall have the authority to bind the Client on all matters related to the c) becomes insolvent or appears unable to pay its debts. Services; 11 The Client undertakes that, during the course of the project and for a 3.5 pay the Fee, including any interest and additional fees due to Variations, by period of 6 months after the completion of the project, it will not employ paying the full amount of each invoice rendered on or before the 30th day or engage, or make any offer to employ or engage, any employee or after the date of the invoice ; contractor of the Company involved in the performance of the Services 3.6 comply with the relevant laws and statutory requirements and (unless without the prior written consent of the Company. otherwise agreed) obtain and maintain worker related, motor vehicle, public 12 The Company shall not be taken to have agreed to any amendment or liability and contract works insurances. The Company shall be named as an waiver of any provision of the Terms and Conditions of the Contract unless insured on the Client’s public liability and contract works insurance policies so agreed in writing by the Company. No terms and conditions referred by which shall contain a waiver of subrogation against co‐insureds; the Client after the date of this document shall form part of the Contract 3.7 grant an extension of the Date for Completion of the Services equivalent to unless expressly agreed to in writing by the Company. the duration of any delay to the Services caused by any matter or event 13 The Contract shall not be assigned by the Client in whole or in part without outside the Company’s reasonable control; the Company’s consent. 3.8 keep confidential any information disclosed by the Company or of which the 14 Notices given or made under the contract must be in writing and must be Client becomes aware in respect of the Services, unless such a disclosure is given, made, mailed, sent to or personally served on the Company’s approved or agreed to by the Company; Project Manager or the Client Representative as the case may be whether 3.9 be jointly and severally bound where the Client consists of more than one by pre‐paid mail, delivery, facsimile or email. person. 15 To the extent that any new or varied imposts (excluding income tax and 4 The Services and the Fee may be varied: GST) or any new or varied law or regulation directly or indirectly affects 4.1 by direction of the Client to the Company, requiring: the costs of the Company in respect to the Services, this will be passed a) an increase, decrease or omission of any part of the Services; through to the Client as an upward or downward reduction of the Fee. b) a change in the character, quality, timing or sequence of the Services; 16 The Contract shall be governed by the laws of the State of Australia in c) additional services; which the Services are performed, or the State of Western Australia if the Services are performed outside Australia.
Signed on behalf of the Company: Date: Signed on behalf of the Client: Date:
Form T&C Rev 1 20120511 Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 2D
Outback Ecology PREPARED FOR ROSEWOOD CARE GROUP
Reserve 20761 Flora and Fauna Study and
Clearing Permit Application
MWH ROSE-VT-14001 | APRIL 2014
PROPOSAL
MWH Ref: ROSE-VT-14001, ROSE-SA-14001 Client Ref:
10 April 2014
Rosewood Care Group Inc 67 Cleaver Street WEST PERTH WA 6005
Attention: Mario Zulberti
Reserve 20761: Vegetation and Fauna Study and Clearing Permit Application
Dear Mario,
Thank you for the opportunity to submit a proposal to complete a Vegetation and Fauna Study of Part Shire Reserve 20761, Hillview Road Augusta, based on the scope of works provided to Outback Ecology, a division of MWH Australia Pty Ltd (‘Outback Ecology’) on the 17th March 2014. Rosewood Care Group ‘Rosewood’ is looking to develop 3 hectares (ha) (the Survey Area) within the Reserve and a ‘Vegetation and Fauna Study’ is required to inform the environmental approval process. The steps involved in the development approval are outlined within the proposal. The Survey Area is shown in Figure 1 and Figure 2 of Appendix A.
Our response to the Scope of Works (SOW) details the required assessment objectives and approaches, a list of key deliverables, provides a breakdown of cost estimates, and an indicative time frame for completing the ‘Vegetation and Fauna Study’ of the Survey Area. In addition, detailed technical methods and personnel CVs are presented in Appendix B and Appendix C, respectively.
Outback Ecology will provide Mark Gresser (zoologist) and Alex Sleep (botanist) to lead the combined field campaigns for this SOW. Mark has previously undertaken Level 1 fauna assessments, across the South West, in particular preclearance inspections for the Water Corporation in Manjmup. Alex has also undertaken numerous Level 1 flora assessments across the Swan Coastal Plain (see Appendix C for more details on staff experience). The combined Terrestrial Ecology Experience of Outback Ecology is shown in Figure 3. Our combined survey effort approach where both field leads have cross-discipline experience, plus strong support staff (dedicated Project Manager; in-house GIS team) will provide Rosewood with a highly efficient program able to produce a high quality product within the stipulated timeframes. We have managed to reduce our cost estimate because of our combined discipline approach, and we look forward to discussing this with you and refining as required to best suit your needs.
Outback Ecology will provide Kelly Boxall to lead the approvals process with support from Sarah Perry. Kelly has experience in completing a number of State and Commonwealth approvals documents during her
41 Bishop Street TEL +61 8 9388 8799 Jolimont FAX +61 8 9388 8633 PERTH WA 6014 www.outbackecology.com ABN: 17 007 820 322
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
time at Outback Ecology, including Clearing Permit Applications. Sarah Perry has worked at Outback Ecology since 2005 and previously worked at the EPA service unit. Sarah has experience in the approvals process for urban developments, in addition to coordinating and gaining approval for a number of large mining projects in WA.
1 Background
A Site Assessment of the entire Reserve 20761 (27ha) (including the proposed development site) was conducted on the 22nd of November 2013. That initial site reconnaissance is used here to guide the Level of Assessment that is required to meet EPA requirements (Guidance Statement 51 and 56). Consideration of the following factors in relation to the proposal area; determines the Level of Survey required for the proposal:
• Status of the vegetation of the District and Bioregion
• Scale of proposal
• Vegetation rarity
• Other significant vegetation units
• Refugia (for both flora and fauna)
• Priority or other significant flora
• Intactness of vegetation in the region
• Ecological linkages
• Heterogeneity or complexity of the vegetation;
• Existing degree of habitat degradation or clearing within the region;
• Rarity of landforms;
• Significant habitats;
• Fauna protected under international agreements or treaties, Specially Protected or Priority Fauna;
• Other significant fauna or fauna assemblages;
• Size of remnant and condition/intactness of habitat and faunal assemblage; and
• Heterogeneity or complexity of the habitat and faunal assemblage.
From a brief review of the Site Assessment document, the Proposal is deemed to be of a Low (to Moderate) Impact. As the Proposal area is small (<3 hectares) of which half is Degraded, with no significant vegetation
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Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
types or restricted Priority Flora (populations). However the Site Assessment Report did not present background database searches, maps of Vegetation Units, Priority Flora records across the site, analysis of Vegetation Type (local/regional significance), nor presentation of methodology and limitations. Therefore a more thorough analysis of the Proposal is still recommended. The Site Assessment Report also notes that the site has significant ecological connectivity and linkage values, large trees with hollows occur on site which may provide breeding habitat for threatened fauna species. Evidence of feeding by the threatened Baudin’s Cockatoo was noted across the majority of the Study Area.
As a result of our initial review of the Site Assessment, we have presented here the methodology for a Level 2 Flora Survey with additional targeted searching for species of conservation significance in early Spring, and Level 1 Fauna Survey with additional targeted searching for species of conservation significance, survey for Black Cockatoo habitat and significant tree survey. A follow up (Second phase, as per Guidance Statement 51) survey would only be necessary if flora or vegetation of significance was identified and needed to be further investigated or (if) the Proposal area altered, and as such would be costed separately to this package of works.
1.1 Approvals Process Should the proposed vegetation, flora and fauna surveys indicate that the proposed clearing area is of high conservation value, the Project may require referral to, and assessment by, the Environmental Protection Authority (EPA). If the EPA chooses not to assess the Project, or if the surveys indicate that the Project does not need to be referred to the EPA, then a native vegetation clearing permit will be required in accordance with the Environmental Protection (Clearing of Native Vegetation) Regulations 2004 (and its Amendments). A Clearing Permit application must be submitted to the Native Vegetation Assessment Branch (NVAB) of the Department of Environment and Regulation (DER).
An application takes a minimum of 60 calendar days, and up to 90 calendar days, to assess. If there is a public appeal in relation to the Clearing Permit application, the process can take longer. The additional timeframe is undefined because there are no statutory limits and timeframes associated with appeals over Clearing Permits.
2 Objectives
The aim of the Vegetation and Fauna Study of Part Shire Reserve 20761 is to provide the detail required for assessment under the Environmental Protection Act 1986 and associated clearing regulations. The specific objectives are:
• Level 2 Flora and Vegetation Survey (Single Phase)
• Level 1 Fauna Survey
• Native Vegetation Clearing Permit
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Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
3 Approach
The Flora, Vegetation and Fauna assessment will consist of a desktop survey, field survey and written report.
Outback Ecology has dedicated highly experienced botanists and zoologists to complete this SOW to the highest quality, on time and on budget. We have proposed to combine the field survey efforts of both disciplines to reduce overall cost and improve quality output and efficiencies.
We have dedicated Mark Gresser as the zoologist lead. Mark has experience leading fauna survey field campaigns in the Pilbara and South West. Outback Ecology has dedicated Alex Sleep as the botanist lead for this SOW. Alex has experience conducting flora surveys across much of the state, including experience in the South West and Swan Coastal Plain.
3.1 Project Management Scott Walker will manage this project and will function as a single point of contact for Rosewood at Outback Ecology, supported by Alexandra Sleep who will assist with the logistical, field and reporting components of the project. Sarah Cohen will coordinate the Approvals process. The Project Management phase encompasses the following components:
• planning the approach, resourcing and logistics for the Vegetation and Fauna Study ;
• regular communication with Rosewood, including:
– a project kickoff meeting;
– a meeting to discuss draft survey methodology;
– a meeting prior to field execution;
– monthly progress reporting; and
– post-delivery communication for each component.
• a single point of contact from Outback Ecology for information requests and data transfer, coupled with direct communications between project manager and Rosewood for project specific issues;
• quality assurance and control including peer review of all reports delivered to Rosewood;
• communication with external parties including the DPaW, DER, Herbarium, and
• internal management and coordination of all Project staff.
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3.2 Safety Management The Safety Management phase encompasses time for:
• the preparation and peer review of safety documents including Safety and Journey Management Plans and Job Hazard Analysis;
• the completion of any client or site specific safety training, on-site inductions and risk assessment for all field personnel as per Rosewood requirements;
• safety call-ins;
• cellular phone communications per field team; and
• costs associated with pre-field fitness testing and drug and alcohol screening.
Outback Ecology aims to continuously improve its safety management and has an active Safety Committee. We request that you advise us of any safety requirements for working on site (inductions, safety apparel, police clearance or drug testing) so we may make necessary arrangements before travelling to site. We look forward to working with you on this project to ensure that we meet your safety management requirements
3.3 Field Survey
3.3.1 Phase 1, Level 2 Flora and Vegetation Survey
The overarching aim of this Study as specified in the SOW is to conduct a Level 2 flora and vegetation survey to support environmental impact assessment and approvals under part IV of the Environmental Protection Act 1986. The specific objectives of the single season (first phase) Level 2 flora and vegetation assessment are to:
• conduct a desktop assessment (including literature review and database searches);
• conduct a field survey:
– establish quadrats and complete one phase of sampling;
– conduct a targeted conservation significant flora survey, to map, estimate population sizes and extent, and to describe and determine the regional significance of these flora and any ’flora of other conservation significance’ recorded in the Survey Area;
– delineate, characterise and map vegetation units within the Survey Area and confirm the status of any vegetation units considered to be representative of, or analogous to, Threatened and/or Priority Ecological Communities;
– map the vegetation condition within the Survey Area utilising the condition scale of Keighery (1994);
– develop an inventory of the flora species identified within the Survey Area;
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– identify, map and specify the locations of any introduced species including any Declared Plants (exotic weeds);
– identify potential habitat for conservation significant flora within the Survey Area and survey these areas;
• provide a regional assessment of the significance of flora within the Survey Area; and
• identify and discuss the potential impacts of the Project on flora and vegetation within the Survey Area.
In accordance with the SOW, the objectives and survey methods adopted for this assessment will be aligned with:
• Environmental Protection Authority (EPA) Position Statement No. 3, Terrestrial Biological Surveys as an Element of Biodiversity Protection (EPA, 2002);
• EPA Guidance No. 51, Terrestrial Flora and Vegetation Surveys for Environmental Impact Assessment in Western Australia (EPA, 2004);
• Department of Environment and Heritage, Guidelines for Biological Survey Data (2004);
• Department of Environment, Water, Heritage and the Arts (DEWHA) Matters of National Environmental Significance – Significant Impact Guidelines 1.1 (2009);
According to Guidance Statement 51; the timing of the Level 2 survey should be (Spring September/October 2014), ideally 4 to 6 weeks following the peak(s) of seasonal rainfall in any one year.
3.3.2 Level 1 Fauna Survey
The overarching aim of the activities described in the SOW is to provide information to support future environmental approvals for potential development of the Project. To this end, the specific objectives of the Assessment are to:
• via a desktop study, develop an inventory of the terrestrial vertebrate fauna in the Survey Area and surrounds;
• produce fauna habitat descriptions and maps, with attention to habitats of fauna of conservation significance;
• via a field reconnaissance survey, develop a comprehensive inventory of terrestrial vertebrate fauna assemblages, particularly those of conservation significance, occurring in the habitats in the Survey Area;
• assess the findings of the field survey(s) in a regional context by comparing them with available data from other localities within the bioregion; and
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• provide a report, and other associated deliverables, detailing the outcomes of the Assessment.
In accordance with the SOW, the objectives and survey methods adopted for this assessment will be aligned with regulator guidelines including, but not limited to:
• EPA Position Statement 3 (2002) Terrestrial Biological Surveys as an Element of Biodiversity Protection;
• EPA Guidance 56 (2004) Terrestrial Fauna Surveys for Environmental Impact Assessment in Western Australia;
• EPA and DEC Technical Guide (2010) Terrestrial Vertebrate Fauna Surveys for Environmental Impact Assessment;
• DEWHA Survey Guide (2010) Survey Guidelines for Australia’s Threatened Bats;
• DEWHA Survey Guide (2010) Survey Guidelines for Australia’s Threatened Birds;
• DEWHA Survey Guide (2010) Survey Guidelines for Australia’s Threatened Frogs;
• DSEWPaC Survey Guide (2011) Survey Guidelines for Australia’s Threatened Mammals; and
• DSEWPaC Survey Guide (2011) Survey Guidelines for Australia’s Threatened Reptiles;
3.4 Approval Process Outback Ecology proposes to develop a clearing permit application and supporting information report for the clearing of native vegetation.
The supporting information report will provide adequate information on the size, location, vegetation type and significance of the proposed clearing within the Project. The following information will be included within the report:
• a site overview with a brief description of geology, landform, soils and hydrology;
• a description and map of the area of proposed clearing in regard to location size and purpose;
• a description of the area to be cleared in regard to vegetation type, condition and representation in a regional context;
• list of flora species present and their conservation status;
• identification of any Declared Rare or Priority flora within the Project area;
• a hydrological summary of the area; and
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• a discussion of the proposed vegetation clearing in relation to the Ten Clearing Principles, which are as follows:
a. Native vegetation should not be cleared if it comprises a high level of biological diversity; b. Native vegetation should not be cleared if it comprises the whole or a part of, or is necessary for the maintenance of, a significant habitat for fauna indigenous to Western Australia; c. Native Vegetation should not be cleared if it includes, or is necessary for the continued existence of, rare flora; d. Native vegetation should not be cleared if it comprises the whole or a part of, or is necessary for the maintenance of a threatened ecological community; e. Native vegetation should not be cleared if it is significant as a remnant or native vegetation in an area that has been extensively cleared; f. Native vegetation should not be cleared if it is growing in, or in association with, an environment associated with a watercourse or wetland; g. Native vegetation should not be cleared if the clearing of the vegetation is likely to cause appreciable land degradation; h. Native vegetation should not be cleared if the clearing of the vegetation is likely to have an impact on the environmental values of any adjacent or nearby conservation areas; i. Native vegetation should not be cleared if the clearing of the vegetation is likely to cause deterioration in the quality of surface or underground water; and j. Native vegetation should not be cleared if the clearing of the vegetation is likely to cause, or exacerbate, the incidence or intensity of flooding.
Outback Ecology will use the proposed flora, vegetation and fauna survey reports once they are completed and other relevant documentation to gather the majority of the required information. The supporting information report and GIS shapefile information, which is required to accompany the clearing permit application, will be in a format acceptable for the submission to DER.
Please note that, depending on the conservation significance of the flora and fauna that is proposed to be cleared within the site, environmental offsets may be required as part of the clearing permit process. The development of an offsets package does not form part of this proposal, and should this be required, a variation to this proposal will be submitted at that time.
This proposal provides for submission of the clearing permit to the DER. It does not include provisions for responding to any public appeals that may be submitted during the period of public review. Should any appeals be submitted, a variation with an estimate of costs for responding to those appeals will be submitted at that time.
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3.5 Reporting The reporting component of the Flora and Fauna Study and Approvals Process will comprise:
• Field Debrief Memo;
• Level 2 Flora and Vegetation Survey Report;
• Level 1 Fauna Survey Report; and
• Clearing Permit Application and supporting information Report
4 Timeframe
An estimated time frame for the main phases required to execute the Flora and Fauna Study and Approvals Process is provided in Table 1.
Table 1: Estimated schedule of key phases and completion dates for the Flora and Fauna Study and Clearing Permit Application.
Phase Estimated Completion Personnel Date Scott Walker Project / Safety Management For Life of Project Alex Sleep
Level 2 Flora and Level 1 Late September/Early Alex Sleep Fauna Survey Field Work October 2014 Mark Gresser
Late September/Early Alex Sleep Laboratory Work October 2014 Mark Gresser
Data Entry / Statistical Alex Sleep October 2014 Analysis Mark Gresser
Alex Sleep, Mark Gresser, Report Writing / Peer Review October 2014 Jeni Alford
Level 2 Flora and Level 1 Alex Sleep, Mark Gresser, Fauna Survey Final Report November 2014 Scott Walker Submission
Once all vegetation, flora Clearing Permit Application Kelly Boxall and fauna surveys Data Collection Sarah Perry completed
Preparation and submission of Within 2 weeks of receipt of Kelly Boxall draft Clearing Permit to Client all information Sarah Perry
Submit Clearing Permit to 1 week from submission to Kelly Boxall DER Client Sarah Perry
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5 Cost Estimate
A breakdown of the cost estimate is provided in Table 2 and Table 3.
Table 2: Estimated cost for the Level 2 Flora and Level 1 Fauna Survey (ROSE-VT-14001)
No Phase Hours Cost Expenses
01 Project Management 2 300
10 Safety Management 3.5 425
20 Desktop Study 13.5 1,553 880
30 Field Survey (Plus Preparation and Travel) 37 4,255 891
40 Data Analysis and Specimen Identification 32 3,680 110
60 Mapping and GIS 8 970
70 Reporting 32 3,680
702 Report Review and Finalisation 10.5 1,482
Sub-totals 138.5 16,345 1,881
Total (ex GST) $18,226
Table 3: Estimated cost for the Clearing Permit Application (ROSE-SA-14001)
No Phase Hours Cost
10 Project Management, Data Collection and 5 745 Regulator Liaison
06 GIS and Mapping 6 830
07 Clearing Permit Preparation and Review 46 6,070
Total (ex GST) 72 $7,645
We consider the estimated total cost to be accurate, to within +/-10%. We would not exceed this amount without your agreement. All works will be conducted in accordance with the terms and conditions appended to this proposal. Any variance to the agreed proposal is to be re- quoted and confirmed in writing prior to commencement of the variation. Costs and rates outlined above are valid for sixty (60) days after submission of this proposal. After that time, cost or rate variation(s) may apply. All jobs will be invoiced progressively monthly during the life of the project.
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6 Assumptions
In scoping for this job, we make the following assumptions:
1. Access to all areas within the Survey Area is not restricted.
2. Rosewood will assist in arranging for Outback Ecology staff to attend any necessary inductions in advance of field work. Drug and Alcohol Testing can be arranged by Outback Ecology if necessary.
3. For field work, site-specific inductions, permits, escorts, etc will be arranged by Rosewood.
4. GIS data relevant to the Project will be provided (preferably ArcGIS format) immediately upon acceptance of the proposal to allow for survey planning. GIS data provided should include: Survey Area, general topography features, Environmental Database records, the most recent aerial photography available; and GIS data associated with previous biological survey works (e.g. Survey Areas, survey site locations, vegetation mapping, conservation significant flora records etc).
5. Reports of previous biological work conducted for Rosewood, including digital floristic data within the surrounding region are provided by Rosewood on award of contract.
6. Outback Ecology has considerable in-house taxonomic expertise with flora, however for some species specialist taxonomic identification may be required. An indicative cost for the identification of flora specimens by taxonomic specialists has been provided with up to five specimens allocated. Additional specimens over and beyond the included five that require identification by specialists at the Western Australian Herbarium will be available at a cost of $20 per specimen, it must be also noted that there can be a waiting period of up to six weeks (during busy times) for these specimens to be processed. If additional specimens need to be reported to DPaW according to the license conditions of the Scientific and other Prescribed Purposes Permit additional funds will be required.
7. Outback Ecology has allowed and costed for three report review reiterations that incorporates addressing client comments and finalising each deliverable. It is our aim to produce our reports to the highest standard with the least reviews achievable. However, if greater than three report reviews are required then a cost variation will be discussed and requested with Rosewood.
8. This proposal does not include costs for preparation of an offsets package, if required;
9. This proposal does not include costs for responding to any public appeals;
10. The preparation of any other approval requirements and permits (e.g. EPBC Act and EPA
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referrals etc.) does not form part of this proposal; and
11. Project co-ordination of any additional technical studies does not form part of this proposal. In the event that further technical surveys are required, separate proposals will be submitted to Rosewood Care Group with additional cost, if requested.
7 Closing
If you have any questions related to this proposal, please contact me on our office number (08) 9388 8799. On acceptance of this proposal, please forward a purchase order and the completed acceptance form to our Administration department at your earliest convenience.
Yours sincerely,
______Vanessa Yeomans Dr David Jasper Principal Botanist Principal Scientist – Technical Lead
Quote By: VY
Peer Review: PB
Senior Peer Review: DJ
Encl.
Copy to:
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PROPOSAL ACCEPTANCE: JOB NUMBER: ROSE-VT-14001
ROSE-SA-14001
Please complete the following and email this page to [email protected] or fax to (08) 9388 8633 to indicate acceptance of the Standard Terms and Conditions and Services and Terms of Supply, provided below.
I accept the above proposal Contact Details for Account
Name: Name:
Position: Position:
Organisation: Organisation:
Purchase Order No: Postal Address:
Phone Number: Phone Number:
Fax No: Fax No:
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Commercial in Confidence | April 2014 13
1. The consultant shall provide to the client the consulting Consultant) arising out of provision of the Services ("IP services described in the contract details together with such Rights") for the purposes of completing the Project. As other services as may be agreed from time to time (the between the Client and the Consultant, the ownership of the IP "services"). Rights vests in the Consultant out of provision of the Services 2. The Consultant shall provide the Services with such skill, care ("IP Rights") for the purposes of completing the Project. As and diligence as is generally exercised by competent members between the Client and the Consultant, the ownership of the IP of the consulting profession performing services of a similar Rights vests in the Consultant. nature, at the time the Services are provided. 10. Neither the client nor the Consultant shall disclose to third 3. The Services will be performed at either or both the site of the parties or use for any purpose (other than providing or project (the "Site") or at other places reasonably required by benefiting from the Services) any information provided by the the Client. Where the locations of the Consultant’s work are other unless: not under the Consultant’s control (including the Site), the (j) required by law; Client must provide reasonable access to allow the Consultant (k) the information is already generally known to the to fulfil its obligations (including to provide the Services). public; or 4. The Client shall, at its own cost, as soon as practicable make (l) the other consents to the disclosure. available to the Consultant all information, documents and 11. All documentation and materials containing confidential other particulars relating to the Client's requirement for the information provided by one party to the other shall be project as is necessary for the Consultant to carry out the returned upon request. services as expressly set out in this Agreement (the 12. Any dispute or difference ("Dispute") between the Client and "Requirements"). The Consultant is entitled to rely on such the Consultant may be notified by a party to the other party information, documents and other particulars as are provided and the parties shall: by the Client pursuant to or in connection with this (m) firstly meet to negotiate, in good faith, resolution of the Agreement. Dispute; and 5. The Client shall pay to the Consultant: (n) secondly, if negotiation fails to achieve a resolution of (a) the Fee and the Reimbursable Expenses as set out in the the Dispute within 5 working days of the notification of Contract Details together with such other amounts in the Dispute, attend mediation, administered in respect of other services agreed to be provided; accordance with procedures as set out by the Institute of (b) reasonable adjustments to the Fee and the Reimbursable Arbitrators and Mediators Australia, provided that this Expenses to reflect the additional costs, expenses, provision shall not prevent the Consultant from liabilities, losses or other amounts incurred or suffered instituting legal action at any time to recover moneys by the Consultant in the performance of the Services owing by the Client to the Consultant. and arising out of or in connection with any event or 13. The Client may, without prejudice to any other rights or matter beyond the Consultant’s control; and remedies it may have, by written notice served on the (c) to the extent that amounts payable under this Agreement Consultant terminate its obligations under this Agreement: are not expressed to be GST inclusive, an additional (o) if the Consultant is in breach of the terms of the amount for the GST incurred by the Consultant in Agreement and the breach has not been remedied within relation to the supply of the Services ("GST"). 28 days of a written notice served by the Client on the 6. The Consultant may claim payment in accordance with the Consultant specifying the breach and requiring the times set out in the Contract Details or, if no time is set out, breach to be remedied; or monthly in arrears. The Client must pay to the Consultant, (p) upon the Client giving the Consultant 60 days' written without set-off or deduction: notice of its intention to do so; or (d) the amount payable under this Agreement for the (q) if the Consultant informs the Client that it is insolvent, Services provided during the relevant period, within 30 becomes bankrupt, or becomes subject to any official days of the Consultant’s invoice; and management, receivership, liquidation, provisional (e) the GST payable under this Agreement for the Services liquidation, voluntary administration, winding up or provided during the relevant period, within 30 days of external administration ("Insolvency Event") receiving a valid tax invoice. 14. The Consultant may, without prejudice to any other rights or 7. If the Client does not pay the Consultant in accordance with remedies it may have, by notice in writing served on the Client this Agreement then, without prejudice to any other rights or suspend its obligations under this Agreement: remedies the Consultant may have, interest will be payable (r) immediately by written notice if the Client has failed to from the date of invoice until payment at a rate per annum pay in accordance with this Agreement; or equal to the Unsecured Personal Overdraft Rate as most (s) if the Client is in breach of any of the other terms of the recently published by Westpac in the Australian Financial Agreement and the breach has not been remedied within Review, plus 1% per annum. 10 working days (or longer as the Consultant may 8. To the maximum extent permitted by law: allow) of a written notice served by the Consultant on (f) subject to paragraphs (b), (c) and (d) below, the the Client specifying the breach and requiring the Consultant’s liability to the Client arising out of or in breach to be remedied. connection with this Agreement (including the 15. The Consultant may, without prejudice to any other rights or performance or non-performance of the Services), remedies it may have, terminate its obligations under this whether under the law of contract, in tort, in equity, Agreement: under statute or otherwise, shall be limited in aggregate (t) if the breach referred to in clause 13(a) has not been to the amount specified in the Contract Details or remedied within 5 days of a written notice served by the $300,000, if no amount is stated in the Contract Details. Consultant on the Client specifying the breach and (g) the Consultant is not liable to the Client in respect of requiring the breach to be remedied; or any indirect, consequential or special losses (including (u) if the Client is in breach of any of the other terms of the loss of profit, loss of business opportunity and payment Agreement and the breach has not been remedied within of liquidated sums or damages under any other 28 days of a written notice served by the Consultant on agreement); the Client specifying the breach and requiring the (h) the Consultant shall be deemed to have been discharged breach to be remedied; or from all liability in respect of the Services whether (v) upon the Consultant giving the Client 60 days' written under contract, in tort, in equity, under statute or notice of its intention to do so; or otherwise, at the expiration of the period specified in the (w) if an Insolvency Event occurs in relation to the Client. Contract Details, or if no date is specified, on the 16. If the Consultant considers it appropriate to do so, it may, with expiration of 3 years from the completion of the the Client's prior approval, which shall not be unreasonably Services; withheld or delayed, engage other consultants to assist the (i) if, and to the extent that, any of this clause is void as a Consultant in specialist areas. The other consultant shall be result of section 68 of the Trade Practices Act 1974 engaged at the Client's risk, cost and expense, and on its (Cth), then the behalf. Consultant’s liability for a breach of a condition or warranty is 17. Neither party may assign, transfer or sublet any obligations limited to: under this Agreement without the written consent of the other. i) the supplying of the relevant Services again; or Unless stated in writing to the contrary, no assignment, ii) the payment of the cost of having the Services supplied transfer or subletting shall release the assignor from any again obligation under this agreement.. 9. Subject to the Client complying with its obligations under the 18. In the interpretation of this Agreement, no rule of construction Agreement, the Consultant grants to the Client a non- applies to the disadvantage of one party on the basis that it put exclusive, royalty-free and irrevocable licence to use (and forward this Agreement or any part of it. allow others to use) any intellectual property (including all drawings, reports, specifications, bills of quantity, calculations
and other documents, including "works" as defined in the Copyright Act 1968 (Cth) created or produced by the
Commercial in Confidence | April 2014 Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Appendix A
Project Maps
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Figure 1: Regional Location of the Study Area
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Figure 2: The Study Area
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Figure 3: Terrestrial Ecology Project Experience
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Appendix B
Specific Methods
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
8 Desktop Study
The purpose of a desktop study is to gather background information on the Survey Area, provide an indication of which species and habitats need to be targeted in a field survey, and/or provide a regional context within which to interpret the results of a field survey. A desktop study involves a search of key databases and a review of available sources of relevant literature.
8.1 Database Searches A comprehensive flora and vegetation database review for the Survey Area will be conducted as part of the desktop study. This will entail searches of the following databases and internet search tools:
• DPaW Threatened and Priority Flora Database;
• DPaW Threatened and Priority Ecological Communities Database;
• DPaW Threatened and Priority Fauna Database;
• A New Atlas custom bird checklist (Birdlife Australia)
• NatureMap Database – Combined database of the Western Australian Museum (WAM) and DPaW
• Department of Agriculture and Food Declared Plants Database;
• The EPBC Protected Matters Search Tool (Department of the Environment); and
• The Climate Data Online database (Australian Bureau of Meteorology
8.2 Literature Review A literature review of previous flora, vegetation and fauna survey work conducted in adjacent projects surrounding the Survey Area will be undertaken. The literature review will include, but not be limited to, relevant biological survey work/guidelines conducted/outlined for the following projects:
• Gibson, N, Keighery, B, Keighery, G, Burbidge, A and Lyons, M (1994) A Floristic Survey of the Southern Coastal Plain. Unpublished Report for the Australian Heritage Commission prepared by the Department of Conservation and Land Management and the Conservation Council of Western Australia (Inc.). Perth, Western Australia
• Government of Western Australia. (2013). CAR Analysis Report 2013. CAR Reserve System and Vegetation Statistics. WA Department of Parks and Wildlife, Perth.
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
• Molloy, S., O’Connor, T., Wood J. and S. Wallrodt. (2007) Addendum for the South West Biodiveristy Project Area. Local Government Biodiversity Planning Guidelines for the Perth Metropolitan Region (2004). Published by the Western Australian Local Government Association. West Perth.
• Mattiske, E.M. and Havel, J.J. (1998) Regional Forest Agreement Vegetation Complexes Collie, Western Australia 1: 250000 Sheet. DEC, Environment Australia.
• Wheeler J, Marchant N and Lewington M with assistance from Lorraine Graham (2002) Flora of the South West. Volumes 1 and 2. Flora of Australia Supplementary Series Number 12. Australian Biological Resources Study Canberra, ACT and Western Australian Herbarium, Department of Conservation and Land Management, Perth, Western Australia; in association with the University of Western Australia Press, Crawley, Western Australia.
• Harewood, G. (2013) Fauna Assessment: Busselton to Flinders Bay Rail Trail.
• Christensen, P., Annels, A., Liddelow, G. and Skinner, P. (1985) Vertebrate Fauna in the Southern Forests of Western Australia, A Survey. Forest Department of Western Australia. Bul No. 94. Perth.
Key findings of the database searches and literature review will be summarised and presented in the final flora, vegetation and fauna assessment report.
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
9 Field Survey
The purpose of the field survey is to: • verify the accuracy of the desktop study and further delineate vegetation communities, floristic diversity and characterise the fauna and fauna assemblages present in the Survey Area; • describe and map the vegetation communities and vegetation condition; • address gaps identified during the desktop survey by way of targeted surveying; • identify, characterise and map terrestrial vertebrate fauna habitat and sensitive fauna habitats occurring within the Survey Area; and • conduct targeted searches for flora species, vegetation communities and vertebrate fauna of conservation significance.
The methods proposed for describing the vegetation associations, flora and vertebrate fauna present in the Survey Area are outlined below.
9.1 Flora and Vegetation
9.1.1 Quadrat Number and Locations Permanent quadrats (able to be accurately resampled if required) will be established in the Survey Area to ensure adequate spatial coverage and to satisfy the DEC requirement of at least two quadrats per vegetation type. The number and location of selected quadrats will be finalised once a review of existing data has been carried out, and will be verified during pre- survey discussions with Rosewood and reconnaissance of the Survey Area, and will be dependent on site access and or active disturbance. In addition to this, consideration will be given for the requirement to establish quadrats outside of the Survey Area (such as within the bushland areas of Reserve 20761 (27ha) or other nearby Shire Reserves as advised by Rosewood) to obtain additional data on the representation of vegetation types in the local area.
9.1.2 Mapping of Vegetation Units and Condition Vegetation units will be described based on their structure and species composition, as defined by quadrat and relevé data and field observations. Vegetation structure and condition will be recorded as per the Keighery (1994) classes and rating scales as per work carried out the Swan Coastal Plain.
9.1.3 Targeted Survey for Flora and Vegetation of Conservation Significance Targeted searches for flora species of conservation significance will be carried out within the Survey Area. The proposed survey timing will be optimal for 15 of the 19 Threatened or Priority Flora previously recorded in the vicinity of the Survey Area (Table B1). Targeted search locations will be selected considering the locations of previously recorded
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
populations/communities, the land system and preferred habitat of these species, and vegetation communities.
Where conservation significant flora or suspected conservation significant is identified in the field, the population extent and number of individuals will be estimated and the following information recorded:
• the coordinates of either each plant (if few) or the extent of the population (if many) using a GPS;
• numbers and condition of plants in each population;
• descriptions of potential threats;
• GPS track logs of survey effort;
• photographs of the habit and habitat; and
• recommendations on how impacts on the species may be minimised.
Rare Flora Report Forms will be completed and submitted to DPaW with voucher specimens where applicable.
Targeted searches for vegetation communities of conservation significance will be carried out within the Survey Area. Vegetation communities of conservation significance to be targeted include:
• Threatened and Priority Ecological communities;
• Ground water dependent ecosystems (GDEs) identified by the presence of phreatophytes;
• Environmentally sensitive areas or Priority Community Types.
9.1.4 Introduced Flora Locations of infestations of introduced flora within the Survey Area will be recorded.
9.1.5 Flora Identifications Flora species which are unable to be identified in the field will be collected and pressed for later identification or verification in the Western Australian Herbarium. All species recorded in every quadrat and relevé will be referenced back to a voucher specimen.
Table B1: Conservation Significant flora species previously recorded in the vicinity of the Survey Area (20km radius NatureMap)
Flowering Time Cons Taxon Code MAR MAY NOV AUG APR OCT JUN DEC JAN FEB SEP JUL
Caladenia excelsa T
Caladenia lodgeana T
Grevillea brachystylis subsp. australis T
Kennedia lateritia T
Caladenia pholcoidea subsp. augustensis P1
Schoenus sp. Grassy P2
Boronia anceps P3
Caladenia abbreviata P3
Flowering Time Cons Taxon Code MAR MAY NOV AUG APR OCT DEC JUN JAN FEB SEP JUL
Calothamnus lateralis var. crassus P3
Dampiera heteroptera P3
Gastrolobium formosum P3
Hemiandra sp. Windy Harbour P3
Adenanthos detmoldii P4
Aotus carinata P4
Astroloma sp. Nannup P4
Banksia meisneri subsp. ascendens P4
Flowering Time Cons Taxon Code MAR MAY NOV AUG APR OCT JUN DEC JAN FEB SEP JUL
Bossiaea disticha P4
Franklandia triaristata P4
Stylidium ireneae P4
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
9.2 Fauna
9.2.1 Defining fauna and fauna assemblages The following techniques may be used to sample the fauna and faunal assemblages within the Survey Area: • secondary evidence, for example tracks, diggings, scats, burrows, nests and other signs, will be recorded whenever possible; • selected areas will be hand-searched for cryptic species, for example by overturning logs and stones, searching beneath the bark of dead trees, investigating caves and crevices and investigating the vicinity of burrows, tracks, diggings, scats, and other signs; • when present and calling, frogs will be identified by recording and analysis of calls; and • any and all fauna that are sighted opportunistically, ie while performing other tasks in the Survey Area, will be recorded.
9.2.2 Identification and mapping of fauna habitat Broad vertebrate fauna habitats in the Survey Area will be assessed and described for their complexity and the quality of habitats that they provide for fauna. Habitats important for hosting fauna of conservation significance will be noted. At minimum, the following habitat characteristics will be recorded: • landform and soil type; • estimate of ground cover percentage and composition; • presence of key habitat features such as outcropping, tree hollows, water sources and dense groundcover; • the nature and impact of any disturbance, for example fire, clearing or grazing.
The location of tall trees that might contain important hollows for species of conservation significance (such as the Carnaby’s Cockatoo and Carpet Python) will also be recorded.
9.2.3 Targeted searches for fauna of conservation significance Based on the results of the desktop study, targeted searches for fauna of conservation significance will be performed. These searches will use the methods listed previously, but will be performed with specific timing or in specific habitat types in accordance with the known preferences of the species of interest. The fauna to be targeted will be those listed as Threatened and/or Migratory under the Environmental Protection and Biodiversity Conservation (EPBC) Act, those listed as Threatened fauna and/or Specially Protected under the Western Australia Wildlife Conservation Act 1950 (WC Act), and/or those recognised as Priority fauna by the WA Department of Parks and Wildlife (DPAW). Such fauna may include the species listed in Table B2, which are species previously recorded in the vicinity of the Survey Area (Naturemap 20km radius search).
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
9.3 Detailed assessment of potential black cockatoo habitat In addition to targeted searches for species of black cockatoo, the fauna survey will include a detailed assessment of potential black cockatoo habitat within the Survey Area. All trees within the Survey Area will be assessed for their potential to contain hollows suited to black cockatoos for roosting or breeding. An assessment of important food sources, such as the seeds of pine trees and Marri trees, within the Survey Area will also be completed. The location of all trees identified as having potential to provide black cockatoo roosting, breeding or feeding habitat will be recorded using a GPS. The height, diameter at breast height (dbh) and condition of each potential habitat tree will also be recorded.
9.4 Significant Tree Survey A detailed significant tree survey will be completed for the alignment. This process will include: • recording the location of all significant trees (those with diameter at breast height (dbh) greater than 40 cm) along the alignment using a GPS; • recording the height and diameter of all significant trees along the alignment; • recording the condition and species of all significant trees along the alignment;
Table B2 – Conservation Significant Fauna Species previously recorded in the vicinity of the Survey Area (Naturemap 20 km radius)
Species Conservation Code
Calyptorhynchus banksii subsp. naso (Forest Red-tailed Black-Cockatoo) T
Calyptorhynchus baudinii (Baudin's Cockatoo (long-billed black-cockatoo) T
Calyptorhynchus latirostris (Carnaby's Cockatoo (short-billed black-cockatoo) T
Diomedea chlororhynchos subsp. carteri (Indian Yellow-nosed Albatross) T
Diomedea exulans (Wandering Albatross) T
Geocrinia alba (White-bellied Frog) T
Leipoa ocellata (Malleefowl) T
Pezoporus flaviventris (Western Ground Parrot) T
Potorous gilbertii (Gilbert's Potoroo) T
Pseudocheirus occidentalis (Western Ringtail Possum) T
Puffinus huttoni (Hutton's Shearwater) T
Setonix brachyurus (Quokka) T
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Species Conservation Code
Sterna nereis subsp. nereis (Fairy Tern) T
Thalassarche cauta (Shy Albatross) T
Thalassarche chlororhynchos (Atlantic Yellow-nosed Albatross) T
Falco peregrinus (Peregrine Falcon) S
Falco peregrinus subsp. macropus (Australian Peregrine Falcon) S
Morelia spilota subsp. imbricata (Carpet Python) S
Macropus eugenii subsp. derbianus (Tammar Wallaby (WA subsp)) P5
Charadrius rubricollis (Hooded Plover) P4
Hydromys chrysogaster (Water-rat) P4
Macronectes giganteus (Southern Giant Petrel) P4
Macropus irma (Western Brush Wallaby) P4
Tyto novaehollandiae subsp. novaehollandiae (Masked Owl (southern subsp) P3
Elapognathus minor (Short-nosed Snake) P2
Actitis hypoleucos (Common Sandpiper) IA
Ardea ibis (Cattle Egret) IA
Ardea modesta (Eastern Great Egret) IA
Arenaria interpres (Ruddy Turnstone) IA
Calidris alba (Sanderling) IA
Calidris ruficollis (Red-necked Stint) IA
Calidris subminuta (Long-toed Stint) IA
Charadrius leschenaultii (Greater Sand Plover) IA
Haliaeetus leucogaster (White-bellied Sea-Eagle) IA
Merops ornatus (Rainbow Bee-eater) IA
Numenius phaeopus (Whimbrel) IA
Plegadis falcinellus (Glossy Ibis) IA
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Species Conservation Code
Pluvialis squatarola (Grey Plover) IA
Puffinus carneipes (Fleshy-footed Shearwater) IA
Puffinus pacificus (Wedge-tailed Shearwater) IA
Tringa nebularia (Common Greenshank) IA
Tringa stagnatilis (Marsh Sandpiper) IA
Rosewood Care Group | Reserve 20761 Flora and Fauna Study and Clearing Permit Application
Appendix C
Project Staff Curriculum Vitae and Specific Experience
Alexandra Sleep
ENVIRONMENTAL SCIENTIST
Alex joined Outback Ecology from AECOM SPECIALISATIONS Australia where she worked as an Ecologist with the Natural Resources Group. • Flora and Vegetation Surveys
• Environmental Impact Assessment Alex graduated from Murdoch University in 2008 • Vegetation Management Plans with a Bachelor of Science in Environmental Science, joining AECOM prior to graduating. CAREER SUMMARY From here Alex has developed an extensive knowledge flora and vegetation values across • Environmental Scientist - Botanist – MWH Western Australia through a wide range of • Environmental Scientist - Ecologist – AECOM projects over more than five years.
Alex has particular experience in conducting all QUALIFICATIONS AND aspects of Level 1 and Level 2 Flora and MEMBERSHIPS Vegetation assessments, targeted threatened • Bachelor of Science (Environmental Science) – and priority flora surveys and Level 1 fauna Murdoch University surveys, mapping, vegetation monitoring and taxonomy. Alex joined Outback Ecology in September 2012 and works within the Flora Services Group.
Alexandra Sleep
A SELECTION OF PROJECT SUCCESSES
Pilbara Surveys Goldfields and Murchison Surveys • Riparian Vegetation Monitoring, Solomon • Kambalda West Tenements, Level 1 and Project, 2012. Coffey Environments. Targeted Flora and Vegetation Survey, • Anketell Point Port Development Proposal 2013. BHP Billiton Nickel West. Level 2 Flora Survey, 2011, Australian • Leinster Operations Targeted Flora and Premium Iron. Vegetation Survey, 2013. BHP Billiton, • King Bay Annual Mangrove Monitoring, Nickel West. 2011. Mermaid Marine • Hinge Haul Road Targeted Flora and • Anketell Point Port Development Vegetation Assessment, 2013, Karara Proposal, Targeted Survey for Lerista Mining Limited. nevinae, 2010, Australian Premium Iron. • Great Northern Highway Pit Dewatering • West Pilbara Iron Ore Project Proposed Project, 2012. Reed Resources, Transport Corridor, Level 2 Flora and Meekatharra Gold Operations. Vegetation Survey, 2009. Australian • Whangamata Level 1 Flora and Premium Iron. Vegetation Survey, 2012. Reed • Balmoral South Iron Ore Project, Level 2 Resources, Meekatharra Gold Operations. Flora and Vegetation Survey, 2008. • Santa Deposit, Level 2 Flora and International Minerals. Vegetation Survey, 2012. Randalls Gold Project Kimberley Surveys • Aldiss Deposit, Level 2 Flora and • West Canning Basin, Level 1 Flora and Vegetation Survey, 2012. Randalls Gold Vegetation Survey, 2011, Water Project Corporation. • Midwest Targeted Flora Surveys, 2011, • Browse LNG Precinct Access Road, Level Oakajee Port and Rail 2 Flora and Vegetation Survey, 2011, • Targeted Flora Assessment of Fraggle, Main Roads. Onga Extension and Skeksi Prospects, • Great Northern Highway Fitzroy Crossing 2012. Gindalbie Metals Limited. to GoGo Upgrade, Targeted flora survey and riparian vegetation assessment, 2010. Swan Coastal Plain Surveys Main Roads Western Australia • Byford Pipeline Upgrade Level 2 Flora and • Browse LNG Precinct, Supplementary Vegetation Survey, 2013. Water Flora and Vegetation Survey, 2010, Corporation. Department of State Development. • Wright Road Project, Level 2 Flora and Vegetation Survey, 2013. Water Corporation. • Pearce Airbase Level 1 Flora and Vegetation Survey, 2013. URS
• Tamworth Reservoir Pipeline Level 2 Flora and Vegetation Survey, 2012. Water Corporation. • South Metro Connect Level 2 and Targeted Flora and Vegetation Surveys, 2009. Main Roads. • Kemerton to Binningup Transmission Line Targeted Flora Survey, 2008. Western Power.
South West Surveys • Bridgetown Pipeline Upgrade, Level 2 Flora and Vegetation Survey, Bridgetown, Greenbushes and Boyup Brook, 2009, Water Corporation. • Wells Terminal to Hacketts Gully Level 1 Flora and Vegetation Survey, 2008. Western Power.
Geraldton Sandplain Surveys • Waddi Wind Farm, Spring Flora and Vegetation Survey, 2013. RPS Australia Asia Pacific. • Waddi Solar Farm, Spring Flora and Vegetation Survey, 2013. RPS Australia Asia Pacific.
Central Ranges Surveys • Wingellina Nickel Project, Level 1 Flora and Vegetation Survey of the Cobb Depression Borefield and Pipeline Route, 2013. Metals X Limited. • Wingellina Nickel Project, Calcrete Tenement, Targeted Flora Survey. 2014. Metals X Limited.
Tanami Surveys • Browns Range Project, Level 2 Flora and Vegetation Survey. 2013. Northern Minerals Limited.
Mark Gresser
ENVIRONMENTAL SCIENTIST
Mark joined Outback Ecology in January 2012 SPECIALISATIONS after completing a Bachelor of Science in Biologial Sciences and Conservation & Terrestrial Vertebrate Fauna Ecology, Surveys and Impact Assessment Wildlife Biology, with his studies culminating Threatened Fauna Monitoring and Conservation in an Honours project that investigated the Management impact of mining on the Western Pygmy- Fauna Spotting possum in the Jarrah forest of Western Australia. While at university, Mark guided wildlife spotlighting tours with the Australian CAREER SUMMARY Wildlife Conservancy, and he was also Environmental Scientist, Outback Ecology-MWH, involved in a number of research trips to 2012-present locations including Shark Bay, the Mid-west Environmental Project Officer, City of Armadale, and the South Coast, giving him hands-on 2007-2008 experience with native fauna. Between Guide, Australian Wildlife Conservancy (Karakamia undergraduate and postgraduate programs, Sanctuary), 2007-2009 Mark worked as an Environmental Project Officer with the City of Armadale, where he QUALIFICATIONS produced a conservation management plan for a local reserve of high conservation value. 2005-2007 Bachelor of Science (Biological Sciences/Conservation and Wildlife Biology), As a member of the Vertebrate Fauna service Murdoch University group at Outback Ecology, Mark’s work 2008-2009 First Class Honours (Biological Sciences), Murdoch University contributes to impact assessments through the implementation of Level 1 and 2 surveys, monitoring programs and targeted surveys for species of conservation significance.
Mark Gresser A SELECTION OF PROJECT SUCCESSES
Pilbara Projects Kimberley Projects McPhee Creek DSO Project (terrestrial Halls Creek Waste Water Treatment Plant vertebrate fauna baseline survey), Atlas Project (level 1 fauna assessment), Water Iron Limited, 2012 Corporation, 2012 East West Rail Sput Project (terrestrial Kununurra Waste Water Treatment Plant vertebrate fauna baseline survey), Atlas Project (level 1 fauna survey), Water Iron Limited, 2013 Corporation, 2012 Mt Dove DSO Project (targeted monitoring of Northern Quolls and Pilbara Leaf-nosed Bats), Atlas Iron Limited, ongoing Wodgina DSO Project (targeted monitoring Metropolitan Area Projects of Northern Quolls, Pilbara Leaf-nosed Bats and Ghost Bats), Atlas Iron Limited, Tamworth Reservoir Pipeline Project (level ongoing 1 fauna survey), Water Corporation, 2012 Mt Webber DSO Project (targeted Manjimup Pipeline Works Project (pre- Northern Quoll pre-clearance survey), clearance and trench inspection fauna Atlas Iron Limited, 2013 surveys), Water Corporation, 2013 Manjimup Dam Project (level 1 fauna survey), Water Corporation, 2013 Tanami Projects Wright Road Project (level 1 fauna survey), Browns Range Project (terrestrial Water Corporation, 2013 vertebrate fauna baseline survey and impact assessment), Northern Minerals Limited, 2012
Kelly Boxall
ENVIRONMENTAL SCIENTIST
Kelly joined Outback Ecology in January 2012 SPECIALISATIONS after completing a Bachelor of Science in Environmental impact assessment Conservation Biology in 2010. While undertaking Environmental approvals her studies Kelly gained experience working full Regulator compliance reporting Project management time with the Conservation Commission and the Biodiversity and Ecology – including field surveys School of Environmental Science at Murdoch and analysis University. Kelly currently works in the Flora service groups and has also provided assistance CAREER SUMMARY to the Approvals, Mine Support, Mine Closure, Various roles in Government including the Conservation Commission; Rehabilitation, and Fauna teams. Since joining Work with Murdoch University School of Outback Ecology, Kelly has completed State and Environmental Science Commonwealth approvals in the Goldfields, Member of Flora Team Pilbara and Kimberley regions including Mining Work with Outback Ecology Approvals, Fauna, Rehabilitation, Mine Support and Mine Closure Proposals, Clearing Permit Applications, Works teams Approvals and EPBC referrals. Kelly’s mine support work has included the preparation of QUALIFICATIONS AND Annual Environmental Reviews. In addition, Kelly MEMBERSHIPS has also contributed to flora and fauna Projects Bachelor of Science in Conservation Biology, Murdoch University , Western Australia and field studies in the Pilbara, Kimberley and the Goldfields. Kelly’s developing skill set across a wide range of areas combined with a strong organisational and project management career base makes her highly adaptable across all areas of EIA, biodiversity and ecology.
Kelly Boxall
A SELECTION OF PROJECT SUCCESSES
Water Corporation External Approvals Western Queen Level 1 Flora Survey, 2012 Consultancy, 2013 Conducted a Level 1 Flora Survey at the Western Kelly undertook a seven week consultancy based Queen Gold Project and completed the report. at the Water Corporation within the External Approvals Group. The role involved undertaking assessments of proposed projects including BHP Billiton Chichester Rail Rehabilitation constraints mapping and scheduling in order to Monitoring – 2013 establish approvals requirements. Conducted annual rehabilitation monitoring for the Chichester Rail Project. This included field work, Level 1 Flora Survey and Targeted Malleefowl data management and analysis. Survey Norton Gold Paddington Gold Operations - 2013 Water Corporation Exmouth Wastewater Kelly was responsible for several aspects of this Treatment Plant Environmental Impact project including project management, data Statement, February 2013 management, data analysis and report writing, Project management and preparation of, as well as finalisation and submission. EIS for the proposed relocation of the Exmouth Wastewater Treatment Plan. Annual Environmental Reports for the Bronzewing, Western Queen and Blina Atlas Iron Limited Wodgina DSO Project Minerals Projects, 2012 Northern Quoll Annual Monitoring Program Kelly has completed Annual Environmental Reports 2012 and associated Regulator compliance reporting for Conducted the annual Quoll monitoring program at several Projects. Wodgina DSO for Atlas Iron. Contributed to the analysis of data and the preparation of the report Western Queen South Gold Project – Mining for this and other Atlas monitoring programs in Proposal, Works Approval and Clearing 2012. Permit, 2012 Planning, coordination and preparation of successful approvals applications, including the clearing permit, works approval and mining proposal.
Water Corporation Clearing Permits, 2012 - ongoing Ongoing project with the Water Corporation completing clearing permit applications.
Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 3A
Sewer Plans H90H9 T 5 EN 300 I7.0 0.0 E .3 5 R U0 G 6201525 56H1 H15 3 21H65 96H18 30966 79H3 H8633 80 H13 H101 120H16 4 16. H16 30H63 ) 2 50 4 2 (1 2 5 .9 . P I6 .5 0 13 2 V 7 C- 1 . 7 7 U 10H84 6 0 . 6 7. 0 680 I H11 21 H101 11H14 VS 2 7 H14 . H61 7 31 4
22H82 28.74 0027 H9 H12 5 1.0FNW 68. H99 6.0FNE H12 7.4 I 5 H597 65. 0.5FNW 1.2FSW 11H80 I7.6 H7 H109 3 0 2 H97 . 1 2 1 5 0 5 2 9 5 8 H10 .8 0 P 3 5 0 6 V . P 8 8 ) 3.9FSW V S 50 0.5 C- 4 (1 I C- H578 U 0.7FNW 2 U T 3 8 1 . . 9 9 8 . 2 H78 1 46H5 2.3 25.00 84H95 I2.8 2 .6 3 0168 24 . H8 8 3.9FSW 0 3 1.0 1.2FSE P U 4 4 93H8H3 5 9 3 0 18H55 I6. 84. D 7 9.5 9 2 17 H93I2.6 7 1 2 8 9 E S 1 2 0 2 H76 V .1 5 6 1 1 1 0 . 5 .5 8 8 ) .2 6 P 1 50 U2 1 6 (1 V H93 50H6 C 3 8 1. - 8 7 9 U 0. . 1 U 2 H93 .1 6 2 4 8 .5 .8 6 5 6 6 1 2 0 I 2 . 3 8 7 . H6 H53 5 1 I3 94 17 4 2 P .9 L498 V H91 54 C- .2 1 I3 1 5 U 7 9 0 9. 14H74 2 2 2 U 8 P ) .2 C- 1 6 91H91 0 2 V 27.92 . . 8 V 15 U P 7 7 ( 50 5 C .5 1 2 . 0 0026 2 I 7 8 - 100H4 . U 27 H91 2 T 1.0FSE 5 H2 3 P 6.0FNE 6 . V 2 C 301 .8 9 C 2 6 0 9 . 3 7 - 6.11 U E 0 2 . .7 H51 1 32 0162 7 .17 3 30 203 95H89I3.9 29. 3.6ANE H72 H4I .6 5 3 4.2FSE I3 . . *-99.90 8 2 7 3 .3 3.9 8 0025 9. 3 101H2 4 7 H87 2 U 9 .6 1 0 1.0FSE .7 3 0 . WAPC 129709 0 I 2 . U 18.80 -U . MS 8 6 VC 8 6.0FNE 6. H6I 0P I 5 2 0163 15 3 3 . H85 0. 2 32.98 1 . 0.9ASW .3 H66 3 6 .0 6 I4 7 U 2 0208 3.4FSE 9 1 2 24.84 1 1 9 2 . 5 2 5 3 1.5FSE 1 2 . 4 204H70 H83 0 P 3 0 302 9 5 0166 H49 I V . 1 P 1.2FSW 4 P 3 H84 4 7 9 V 2 1.2FSW . V 9 C 8 . .6 6 .7 5 C 6 . - C- 7 8 0 U . -U 1.1FSE 8 - 1 .2 C 1 U U I994H81 V 1 U P 2 0 0 5 0 5 3 9 . 1 .3 0 I . 7 0 3 . P 5 9 9 2 7 . 1 -U 4 1 6 V H10 VC .5 L469 .3 C- P 17 25.24 23 .2 3 24.20 3 50 6 6 U 1 1 U 7 3 9 . 1 . 1. 6 3000 . 0167 7 0164 3 1 7. 45 . 1 4 3 .3 1.4FSE 2.1ANE . U1 6 T 3 270H47 7.0 2.5FSW .3 2 2.6FSE I 9 2 S H62 . 495 266H68 7 H77 1.4 1 1 0 8 35. DELETED U 51. 3 27643 3.4 .5 .6 1.3 I 8 3 .1 U 2.7FSE 1.0 1 PRIVATE I7 U 2.0 2 1.2FSW 1.7 2 2 469PS I 2 1 5 2 DELETED 6 P . 3 V 0 C -U 3 36.5ASE - VC U 7 0P 19. 15 .07 6.2FNE 5 22 4 H66 2.4 15 4 U .09 H1 .6 DISCHARGE 7.0 22 1 I 2 3. 6 3 4.93 . H64 2 29.17D 41047 3 .1 3 0160 L849 0024 24 .3 1 H39 6 4.5ASE 3.5FSE 1. 1 U 1 5 849 .5 7 0 U 8.3FNE 2 I3 6 - 265H41 6.0FNE P C 3 0 6 V .7 .3 V P . H64 7 . 9 50 6 3 2 2 2 C- 1 3 U H5 . 5 C- 2 21H75 1.2 3 PV U U 150 3.6 7 I 0 24. 37. H18 2 I 21 .8 1 4 6 0 H7 2 . H733 U 7 0 5 . .1 0 9 4 3 7 I P 7 U 1 V .0 . 1 . 5 2 8 4 C . .7 I 4 1 H71 0 H9 - . 0 6 U 3 93 2. U . 5 4.3 6 9 1.6 I 51. 9 U 0 2 U 2 A 1. 2 . .9 U 1 8 I5 . 18H69 0 3 3 . . 4 2 I5 . 9 V 56 . 5 1 1. .9 4 0 3 DISCHARGE .4 U U .44 H6216 U1 12H67 I5.0 264 C- .50 31 7 2 .6 DELETED PV 32 I6. 2 2 63 *-99.90 0 .8 0 5 41078 15 5 7 6 3 7 P 0. 29.0AN 3 0206 MS 5 7 U L859 8 . . V H65 . L408 5 1 1 U 7 5.6 3.6FE -99.9F C- I 3 H60 .5 .8 2.5FNE *-99.90D I6 8 U 859 *-99.9F 0 2 36. 0207 1.6 2.7FSE 25152 .10 U 10H63 33 -99.9F .5 7 I6 22. .95 *-99.9F H58 .4 32 U1 408 .6 1 H58 I6 19. S .2 2 I 1 H614 1 U 2 L 7 2 5 L .8 0 H56 I6 5 P E 20 . 8 V 5 C
- 5 U 2 5 . 5.9 6 H154 6 2 U 2 9 C- 5 4 V . H53 5 0P 8 0 7 2 5 3 X3 1 1 H H17 C 7.7 P 8 27.26 2 A . 4.59 1.3 0023 8 W U 3 0033 7 6.0FNE 2.8 H19 I6. 3.5FE 8 1.0FS I5.6 1.6FSE 2 . . P.M 8 D H217 2 OA H54 M R AR D F OL E DP 501 90M H33 L P 2 1 2 4 2 5 2 6 2 P 7 5 . V 3.79 3 P V 4 C 9 3 C- - 0032 4 10H51 U . . 5 2 U D 5.2FEH41 ILL 25151.0FS 2 K 5 2 D 0. . R 10H31 L 1 5 A 3 1.8 843 3 S H11 6.5 .5 I 2 1 . U 5 .1 1 I7 72.8 C 0 15 23.65 I7. D 5 H48 o 0022 A 5 6.0FNE 3001 n 1.0FSE S H7 W H20 2 2 H18 70H38 3 2 2 60 2 H27 4 . A 11 n 5 4 . S 4 P 3 7 2 1 V L e 7 O C 4 2 27776 4 1 - H3 . K U 8 A c 2 4 2 8 2 I N 9 4 L . 0 37 411 3 t L HX 8 1 6 i H288 L 2 H49 I o 59 L 36.1 2 6 3 . N H25 H16 H36 4 3 5 n D H5 .2 67 .6 U1 U I4 U 1 L8632 34 8 2 A . H . 2 T I E -U 0 DP PRIVATE.M. VC s 3M P .6 50P 6 ATE PS 27 1 s RIV 7 2 2 P 6 1.2 1 2 D E 2 3 5 U1. E u T P . P .9 1 A H14 D 1 I4 H23 6 I U 7 M V 0 L 9 2 S e C H34 1
. D 8.5 . 1 - 1 5 8 E . WAPC 131705 U 17 .1 S 7 I 2 s G 4 N DISCHARGE H10 . 18.98 U1 O H3 10.9 N 0021 .9 L 0 VS 67209 I6 Y 18.73 30709 . 6.0FNE P 1.7 3 H13 0020 I5.1 U 8 3.5FSE -U 14H21 VC 3.5FSE L 412 0P 3 1 5 4.5FSWH12 . 7 1 H6 10 1 7 150PVC-U 700 . 3. ) 0 6 3 3 50 I7. H32 . (1 8 64 U1.7 9.6 2 2.27 73 0 7.8 1.3 1 1 0031 U 56 7 H8 0.62 0 7. . .5 I7. 93 1 5 48 3.5AS 17. 0 1.3 4.0FE 5 -U .6 I U 6.8 VC 9 -
P H1 I0.5 150 C V
P
5 17.2 5
1 U1.8 L882 2 2 . 2 4 5H8 2 3 7 2 H6 4 7 2 37 . .8 9 5 9 P H309 V I H25 H8 5.2 U C 64 2.5 7 - X3 U H2 H T B 6 S 6 6 4 6 3.34 28.8 H12 . L 5 11.06 7 A 0019 3 0016 55 MS 3.5FS I6.0 W 17.20 4.5FSW H4 1 C 2 4 6 E U . 8 1 3.5FS 1 PE I H19 1.0FNW 2 8 .9 0144 1 1 1 MD V 4 5 3.53 H4 50P 0 1 . P V 9 L H1 K 2 C- U 106 . U L 1.1FSW 8 V AD6573 80 I 3.0FNE 9 H2 9 C I 10 2 W . H 1.0FNW 9 4 . 3 - 4.4ANE 1.0FNW 7 4 7 . U . 7 . .0 1 1 0 0 9 0 9 . I 2 1 1 2 5 1 2 0 5 . 7 3.7FSE 4 5P .1 I . 0 -U VC .4 8 4 . C -U 0 0 O 5.74 0 3 V . 0.3 H3 U P 3 U P 222 1 H6 . 5 0 V 2 - I .9 5 0 6 2 0 3 C 10.65 0017 1. I U . . .3 42 . O 7 8 2 5 5 2 - 0 2 .4 I U 0142 3.5FS I U 1 0 0 4 - . U C 8 7 1 3 . . V 0 .28 1 -U 5 0 1.0FSW . P . 7.5 1 D 4.3FSW 3 5 2 . C 2 2 104H5 2 2 2 . 7
1 PV 2.24 2.07 . 79 150PVC-U . 9 6 2 0 3 5 4 7 5 1.0FNW . 1 . I 2 1 . . H8 3 32 7 . 0 2 .1 0 1 0 1 U . 9 1 2 .9 . U 3 7 1 G . 7 2 I 5 5 5 0 5 8 . 2 1 4 U 1 1 13.9 N . 0 . 0 2 3 9 I . . 0 2 P . 3 . 1 7 A N 0 H7 V 2 V 202 - N 1 C 107H30 . 2 I 1 7 0 28 5 1 2 A . 2 2 - L384 5 . 5 5 H10 . U I 5 1 1 . 14 8 0 . M 0 5 . P 4 4 9 5 H9 . 8 5 H29 201 . U 5 1 V 5 5 3 -U I 4 C 4 5 0 . V6 C U 2.66D U U 0 5 . 4 7 .3 I P 3 - 1 . 2 .8 2 50 . - 0.8ASW 0 0 . 7 11 1 1 8 . 6 U U 3 C . 3 5 . - 8 . 0015 U 4 1 - . 7 . 1 5 2 .5 .4 C C 8 7 1 6 V 3.6FNW V . H11 V 5.3 9 0 3 1 P P 1 5 0 102 0 P 4.0FE 50 P 7 2 N 1 1 U 7 .2 2 4 15.36 8 V 8 0 108 . 4 O 9 6 9 1 2 1 . . 18.4 . C 3 2 0 3.5FS 5 H9 U 1 S 8 I 8 1 . . 0 0143 3 6 3 U - 4 T 4 21840 . .6 4 I0.5 U1.0 H24 . 6 0 9 U .1 . V I 2 0 4 A 5 H28 15 S 0.9FNW 115 2 5 I . 6 0 7 . W 6 H13 . 0.2FSE U 7 1 . 1.1FSW 2 - 7 1 5 .6 0 0 C 7 1 H17 0 1 9 H26 T . 0 269 I 8 1 . V 6 2 0 0 1 1.1FNE P 2 U 1 4 B 1 9 0 . . 2 5 .7 7 3.2 . 5 0 . 1 3 6 I 1 8 . 8 6.6 0 . 6 4 . - 0 7 6 6 U1 1 I . 9 8 .7 U 9 0 8 1 U 100 . . 2.62D H15 0 6 0 0.4ANE 0 5 I . H11 U 0 . 8 109 114H7 . H30014 5 .6 8 . 9 0.8FNW 1 5 H2743 0 5 8 3 .4 U 0 1 I - . . 0 7 . 1.5FNW 9 .9 2 1 1 7 .8 0 8 I0 5 . . . 7 . 5 2 5 8 1 1 H1528 2 110 1.0 1 9.7 0 1 3.5FE VC-U 1 .2 U 6 1. 0P 2 1.0FNW 22 . U 15 H10 1 1 C 6 P 3 5 U H5 4 3 . 5 13.92 A 0 -U 1 -U 3.5FSW I 4 0 9.6FNW PVC 1 C 150 . W V 7 5 . P P I . 8 0145 H26 5 0 1 . 10 2 V 15 U 5 2.0FSW 34.5 . B 0 C .9 0 6 1.0FSW .20 9 B 0 . 4 T 6 1 6 1 . . - 8 T 3 1 U 9.6 4 9 5 I 3 9 0.9FNW 4 9 3 0 0 . 0 U . 0 0 9 1 . H7 2 . 0 8 P 0 5 .5 U1.7 1 7.92 I8 P 111H13 .5 V . .4 1.1FSW I0 8 1 V C 5 10 50.1 12.7 I1.9 H25 7 0018 - C 1.1FNW U . 1 7 113 - 2 4.5FSW H8 H24 U 9 0 H5 50 B . 15.5
. 470 T U1.5 1 2 5.0FS 7 P 37.6 6 H24 9.2 A U2.2 150PVC-U 0.2A 1 I7.2 B
34.3 T 1.9 1.4F R 6 112H11 .4 9 0.18 B 0 . 9.0 2 T U 2 .5 2H6 R 15.4 I0 I3.5 20.17 Y 51H33 13.7 H
0146 15H3 H22 B T 1.0FNW T U1.5 C 1.3FSW 12H22 16.9 The Water Corporation has taken due care in the preparation of data comprised on this map but accepts no responsibility for any inaccuracy of U2.1 E H91 H4 I5.4 facility, cadastral or other information provided nor inappropriate use of this information. The user is reminded that under no circumstances can - H2 0
.
2 the information herewith displayed be copied, altered, modified or otherwise published in any form including the Internet without express ST H31 3.43 9 0013 I0 H20 .9 42312 3.5FE permission of the Water Corporation. Prior to carrying out any physical activities in proximity to facilities displayed on this map the 14H6 - 1 0 U 7 8 . 3.5FNE 6. 3 1 .6 H22F H7 7 1 . B 5 8 C 0 B 5 Water Corporation should be contacted on 13 13 95. Any inaccuracies found with information contained on this map should be advised to 870 3. U T 0 U T C- H17 T .2 PV 30028 1 4 I3 50 Spatial Information Management on T(08) 9420 3496, F(08)9420 3112 or [email protected] 4 H8 1 6 3.5 .1
3 T U 67 2.8FNE S H29 3 0 8 1.8FNW B T 47 7.4 .5 H18 1 6200873 50 1 H10 9 88H250 .8 9 5. U1 5 T Screen bf28/14.02 AUGUSTA Date Printed: 08/04/14 15:26:36 Coordinate System: MGA94 Zone 50 Height Datum: AHD 316 Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 3B
Sewer Extension Plan
Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 3C
Water Plan Scale: 1:1500 Centre Point: 115.155°,-34316 The Water Corporation has taken due care in the preparation of this map but accepts no responsibility WARNING - CRITICALPIPELINE for any inaccuracies or inappropriate use. This plan may be reproduced in its entirety for the purpose of site work planning but shall not otherwise be altered or published in any form without the permission SWALTER Secluen«i NO: 33404862 Refer to Information Brochure Damage of the Water Corporation. The Water Corporation may need to be advised of any planned ground CORPORATION A Preventionari Legendfor details disturbing activities near facilities on this map. Refer to Brochure - "Protecting Buried Pipelines". Print Date: 03/04/2014 Page: 5 of 5 Water Please report any inaccuracies to Spatial Information Management Group on (08) 9420 2068. Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 3D
Telstra Plan 9 AF
F MRGC 1604:AF-AG/1-4 4F/- SMOF FNPEHJ/STD
EJ
3.0 3 AM 647.0 c3:M151-300 150 PIUT (AA) 3002:AL-AM/1-36 36F/- SMOF FNPEHJ/STD (AA) c4:M111-114 3 c4:M162 AABA 1DEAD c6:M1-200 200 CPFUT (BA) 6DEAD 10 P35 100/0.64 A100 c4:M161 42.1 c4:M401-500 100/0.64 PIUT (BA) PL BLACKWOOD 1DEAD 2 B c5:M1-100 102/0.64 PIQL ALW <- 61.0 32.0 10 2 2 10 2DEAD c4:M1-100 B M P35 129 P35 B 22 10/0.64 MBHJ 3 65.2 35.0
2x2 210.0 c4:M101-120 c4:M159 1DEAD 43337.0 20/0.64 116 10 D 114 AV 99.0 212.6 2 2 c4:M151-160
43.4 TCE C 20 MBHJ 2 P35 EWING B P35 20 10 2DEAD PETERS c4:M114 STIRLING c4:M166-175 1DEAD 10DEAD 2 24.0 c4:M107 B P35 12742 1DEAD 112 2 48.0 D M EATT 43382.0 2
78.0 4 2 26.5 2 P35 20 c4:M104 C 2DEAD 50 PR 10/0.64 PEHJ 1DEAD 50LEFT IN SITU c4:M168 3 c4:M113 1DEAD 89 2 5 c4:M151-164 1DEAD 110 125 1 20/0.64 20.0 P35 36DEAD 2DEAD 40 D
P50
2 P35 22.0 BLACKWOOD 2 10/0.64 47.0 47.5 50 108 87 c4:M167 647.0 PL 50 38 1DEAD c4:M166-175 CJ15:O3 10 R377L95830 2DEAD M 2 2x2 123 43410.0 707.0 1DEAD
AG 46.0 1DEAD c4:M154-1551DEAD 85 c4:M102 3 1DEAD 1DEAD 41.4 2 2DEAD c4:M174 MT 26.0 2 43426.0 10/0.64 5 2 c4:M151-1751DEAD 6 23.6 3 3DEAD 6 BA AA c4:M112 2 36 ALLNUT BA1 1DEAD P35 25DEAD ST 2 2 P50 2 A100 121 83 3 10 PEHJ P20 30.0 B 2DEAD 50 c4:M1-100 100/0.64 PEIUT PE (AA) 50LEFT IN SITU c4:M120 AA 1DEAD 21.5 P100 2 5 10 2 c4:M101-120 108 20/0.64 P50 81 63.0 50
50 U12
4 c4:M178 1DEAD c4:M176 2 1DEAD U11
10/0.64 30.5
5 27.4 P100 23.0 102 c4:M100 79 50 PR DP185613 106 L844 c4:M151-175 1DEAD 2 U10 73.2 25DEAD 58.7 P503.8 P20 EWING 2x2 PR U9
c4:M179
c4:M1771DEAD 280.0 2x2 1DEAD 5 c4:M108-109 28.0 c4:M105 5 c5:M1-100 102/0.64 PIQL ALW <- 1DEAD 2x2 104 U8 B 21.9 2x2 77 2DEAD CJ15:O17 102 U7 75 c4:M181 1DEAD 2x2 c4:M1801DEAD 2 1DEAD C CJ15:O7 P50 24.0 1DEAD 50 PR 3 30/0.64 MBHJ 2 U6
10/0.64 P20 CJ15:O1-10 c4:M151-175 34 2 20 U5 P50 c4:M182 25DEAD c4:M1831DEAD c4:M106 1DEAD
41.0 48.8 100 1DEAD c4:M101-130 73
2x30 2 2x2 96 2x50 U4 2 c4:M167-168 315.0 8 U3
B 2 2 2x2 c4:M185 50LEFT IN SITU c4:M1841DEAD 2 1DEAD
c4:M165-166 98 71 CHURCH 2x2 c4:M157-158 4 75.0 48.5 P50 U2 50 c4:M163-164 10 PEHJC P20 6 10 3 c4:M176-187 6 20 8DEAD
c1:M41-43 c4:M186 1DEAD c4:M187 20/0.64 51.5 1DEAD CJ15:O1-20 c4:M161-162 c1:M45-50 2 CJ15:O18 2x50 30 c1:M13 P50 1DEAD 18.0 U4 c4:M155-156 2 107.0 P50 D 10 48.5 12 3x2 CJ15:O31-32 5 25.0 CJ15:O10 30.5 2 1DEAD c4:M153-154 CCAPAC: U3 14 3 2 2 2 10 2 69 2 P50 2 2 30 5 c4:M151-152 2 CJ15:O35-36 VIEW 2 AV 74.0 B 2 62.7 2 5 c4:M51D7E6AD-200 P35 U2 17.0 10 PEHJ 10 2 22.8 2 P50 21.5 P35 2DEAD 50 PR U5 P50 P20 c4:M151-175 5 B 5 14.6 25DEAD P50 2x50 30 U1 2 GREEN 10LEFT IN SITU 32.0 8.0 2 P50 50 PR c4:M113-114 10 c3:M151-300 150 PIUT (AA) P100 21.6 U6 HEPPINGSTONE c2:M151-200 21.9 10 PEHJ CJ15:O33 72.0 B 30 PR P20 1DEAD 10LEFT IN SITU c4:M1-100 100/0.64 PEIUT PE (AA) 90A c4:M101-130 4.3 CJ15:O1-30 65 3 103 30 10 PEHJ c3002:AL-AM/1-36 36F/- SMOF FNPEHJ/STD (AA) CJ15:O31-40 2 10 82.0 U7 9 AABA 10LEFT IN SITU P50 25.0 BA1 c6:M1-200 200 CPFUT (BA) CJ15:O40-41 5 P20 c2:M23-24 P50 21.0 A100 50 PR 10 c4:M401-500 100/0.64 PIUT (BA) 63 90 c4:M151-175 2x50 30 U8 c4:M101-130 30.8 25DEAD c4:M151-200 P50 46.2 1xP28 SUBDUCTS (BA) 50 PR c2:M151-200 P50 50 PR c4:M151-200 26.0 F MRGC 1604:AG-YY/1-4 4F/- SMOF FNPEHJ/STD <- (BA1) 2 10 10 PR c2:M12 1DEAD 43.9 3 c1:M1-38 3 1DEAD P35 86 BLACKWOOD 61 3 c1:M40-50 4DEAD c2:M11-30 2DEAD 2 30 P50 c1:M15-16 10DEAD 23.6 2 4DEAD
2 2DEAD P50 2 2 c1:M1-38 59 30 2x50 c1:M410-D50EAD 84
50 43.9
20/0.64 BA AA 118.0 BA1 57 43.9 82 c4:M111 3 A100 c4:M119 2 c2:M31 P50 1DEAD 2
c4:M101-130 c4:M151-200 C 2 c2:M151-200 55 30 2x50 80 58.2 40DEAD
c4:M129 1DEAD 43.9 3
30/0.64 391.0 c2:M11-40
c2:M33 c5:M1-100 102/0.64 PIQL ALW <- 1DEAD 53 78 P50 18.8 3 43.9 50 PR 2DEAD 10 PR 3 P35 286.0 2 c2:M297 1DEAD c1:M1-38 22.2 10/0.64 50 5 76 1DEAD U8 2 c2:M298 c1:M40-50 1DEAD
c2:M293 c1:M26 1DEAD U9 6 2 c1:M37 U6 51 66 c2:M294 R20761L263 1DEAD c1:M39 c2:M11-40
U7 5 c1:M43 c2:M292 1DEAD 2 2 c1:M27-31 30 2 2 c2:M291 1DEAD 6DEAD 32.9 74 U5 10 U12 c1:M33 c2:M297-300 43.9 c2:M290 1DEAD U13 c2:M299 U4 P50 1DEAD 10 3 2 c2:M300 c2:M289 1DEAD 1DEAD
U3 5 2
c2:M288 2 1DEAD 2 U10 18DEAD U2 18.5 2 c2:M289-30030 U11 P50 3x2 c2:M295 1DEAD 47 72 5 U1 2 P50 10 50 2 c2:M296 1DEAD c2:M251-300 5 P50 36.0 c2:M41-50 49 162.2 50 PR c2:M31-40 39.1 18DEAD 46.9 30 5 c2:M289-300 c2:M251-287 50 P50 c2:M11-40 c2:M6 40.0 13DEAD 10 P50 1DEAD 10 P35 c2:M251-300 5 30 45 70 c2:M41-50 2 50 10 10 43.9 158.2
10 27.9 42.0 2
5 P35 c3:M151-300 150 PIUT (AA) 43 c4:M1-100 100/0.64 PEIUT PE (AA) AABA BA1 A100 c3002:AL-AM/1-36 36F/- SMOF FNPEHJ/STD (AA) 68 c6:M1-200 200 CPFUT (BA) c4:M401-500 100/0.64 PIUT (BA) 1xP28 SUBDUCTS (BA) P50 F MRGC 1604:AG-YY/1-4 4F/- SMOF FNPEHJ/STD <- (BA1) c2:M11-40 66
FIRE STATION 41 18 30 62 50 10 2DEAD 2
44.5 6 2 MC 9.1 6
E:330608.8 c1635:YY-AN/1-24 24F/- SMOF FNPEHJ/HS1 (AA) 50 PR N:6201239.7 c1:M101-200 5 c5:M1-100 102/0.64 PIQL ALW (AA) c3002:AL-B2/1-12 12F/- SMOF FNPEHJ/STD (BA) 5xDIST (BA) c4:M301-400 c2:M651-700 2DEAD c1:M1-100 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) c3:M601-700 59.4 59.4 c2:M251-300 AA BA 37 c4:M201-300 50 PR 3xDIST (AA) A100 4x100 c2:M41-50 c2:M251-300 100/0.64 c2:M11-40 AA P50 50 PR A100 23 MC 30 c2:M1-50 50/0.64 50 L839 U1 10 DP185389 c2:M101-150 2 20 PR AL
34.0 c2:M51-70 L838 U2 DP185389 2 PR 5 c5:M1-100 102/0.64 PIQL ALW (AA) 2DEAD c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) O238 c5:M1-100 150/0.64 PIQL ALW <- 6xDIST P 20 (AA) 50/0.64 C 50DEAD 49.7 1DEAD 10.0 10 100 MBHJ L859 P50 AA 100 2 A100 O235 DP189168 TCE 30 2 9.1 1DEAD 50 10.0 49.7 O239 10 10 2 1DEAD 6.0 10DEAD 8 P35 c5:M1-100 102/0.64 PIQL ALW <- 6 30.0 MC 2DEAD c2:M51-70 c2:M102 25.4 c2:M651-700 6 6 2 1DEAD 95.0 c2:M101-150 6 2 35.0 ELLIS 20.1 6 MC c2:M101-150 50 PR 2 40.9 35 O235 2 45.7 40.9 c2:M1-100 c2:M102 40.0 10 50/0.64 3 20.4 31.0 c2:M201-300 O238-239 P35 c3:M151-300 150 PIUT (AA) 20 20.4 49UNKNOWN c4:M1-100 100/0.64 PEIUT PE (AA) 45.7 100 MBHJ c2:M87 c2:M104 10 AABA 50 AA 7DEAD BA1 c3002:AL-AM/1-36 36F/- SMOF FNPEHJ/STD (AA) 2x50 PR 100 PR A100 1DEAD 1DEAD 80.0 3 c6:M1-200 200 CPFUT (BA) A100 c4:M401-500 100/0.64 PIUT (BA) 50/0.64 2x50/0.64 c5:M1-100 102/0.64 PIQL ALW (AA) O221-240 1xP28 SUBDUCTS (BA) 2DEAD 3 F MRGC 1604:AG-YY/1-4 4F/- SMOF FNPEHJ/STD <- (BA1) 20 PR MC c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) P35 10 c2:M101 3xDIST (AA) MC 2 PR 20 1DEAD 2 c4:M601-700 100 CPFUT (SHUNT)33 64.0 c5:M1-100 102/0.64 PIQL ALW (AA) 2DEAD AA 6 3 6 CCAPAC: c2:M651-700 c6:M1-200 200 CPFUT (AA) c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) A100 3 P35 4xDIST (AA) c2:M251-300 P35 c2:M1-100 100/0.64 PEIUT PE (AA) AB BB c4:M101-200 100/0.64 PEIUT PE (AA) c2:M201-300 100 CPFUT PE (AA) P35 AA BA c2:M101-150 AA1 c2:M101-150 50/0.64 PEIUT PE (AA) 2 A100 2 2 2/0.64 c2:M151-200 50 CPFUT PE (AA) 20 c2:M201-250 75.0 c2:M1-50 c4:M401-700 300/0.64 CPFUT MBHJ (AA) c3:M1-300 300 PIUT (AB) AA c4:M601-650 c3:M401-600 200 PIUT (AA) c1:M1-100 100 CPFUT PE (AB) WY 10/0.64 A100c2:M51-70c2:M71-100 2x50 c3:M301-400 100 PIUT (AA) c4:M1-100 100/0.64 PEIUT PE (AB) c2:M85 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) c5:M1-100 102/0.64 PIQL ALW c 2 :(AA)M51-60 1xP28 SUBDUCTS (AA) c4:M201-300 100/0.64 PEIUT PE (AB) 3 AA 30 31 P35 DIST (AA) P50 2DEAD F MRGC 1604:AG-YY/1-41D E AD 4F/- SMOF FNPEHJ/STD <- (AA1) c1:M101-200 100 CPFUT PE (AB) 2DEAD c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) c6:M1-200 200 CPFUT (AB) 21c4:M301-400 100 CPFUT PE (AB) 6xDIST (AA) 43 .1 c3:M1-300 300 PIUT (BA) c1612:YY-AH/1-24 24F/- SMOF FNPEHJ/STD (AB) O231 c4:M1-100 100/0.64 PEIUT PE (BA) c4:M401-700 300/0.64 CPFUT MBHJ (BA) 206.0 56.7 P35 c3002:AL-AM/1-36 36F/- SMOF FNPEHJ/STD (BA) c3:M401-600 200 PIUT (BA) O227 c1612:YY-AH/1-24 24F/- SMOFc2: FNPM91EHJ/STD (BB) c3:M601-700 100 CPFUT PE (BA) 1DEAD c3:M301-400 100 PIUT (BA) 2 c3002:YY-AL/1-60 60F/- SMOF FNPEHJ/STD (BA) 1xP28 SUBDUCTS (BA) F MRGC 1604:AG-YY/1-4 4F/- SMOF FNPEHJ/STD <- (BA1) L613 3 2 c1635:YY-AN/1-24 24F/- SMOF FNPEHJ/HS1 (BB) DP183817 O247 O221-240 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (BB) 1DEAD P35 206.0 M 20 2 C c3001:YY-AA/1-12 12F/- SMOF FNPEHJ <- (AA) ALLNUT 157.0 176.0 22 7 2x50 2xDIST (AA) 10/0.6422.3 30 L612 24.4 DP183817 190.0 10/0.64 37.0 15 50 249.0 O244 c2:M99 B 1DEAD 1DEAD 50/0.64 19 451 U3 L474 c2:M651-700 RD 2 AA 10DEAD 3 c3:M401-600 200 PIUT (AA) MC 3x2 AABA c3:M1-150 150 PIUT (AA) c2:M101-150 A100 c3:M301-400 100 PIUT (AA) P35 DIST (AA) O243 P50 c2:M51-56 P50 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) CROWN RESERVE 1DEAD 1DEAD 10/0.64 AA 53.0 P100 AA c2:M106 c2:M58-60 9DEAD O221 1DEAD c2:M201-2502x50 10 2xDIST (AA) U2 c1612:YY-AH/1-24 24F/- SMOF FNPEHJ/STD (AA) c4:M601-650 c2:M92 P50 30 1DEAD c2:M71-100 L489 50.0 38.4 R32408 L451
10.0 c2:M93 C 1DEAD 10 3 P35 17.5 2 U1 30 PR c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) M AUGUSTA POLICE STATION 3 2 P50 65.0 3 O221-250 AA 2 30 5 2xDIST (AA) 2 P35 P35 P35 30LEFT IN SITU 2 10/0.64 MBHJ 2 20 P50 39.0 O241-250 20 5 37.0 58.5 P50 P35 3 ST L863 30 20 D 10/0.64 260.0 DP91848 10 31.0 10/0.64 MBHJ 5 O221-240 2x50 30 c2:M201-250 c2:M91 78.0 3 P35 D 1DEAD 10 100.0 c4:M601-650 30 2 10 C 40.0 c2:M71-100 38.7 P35 P35 41.0 38.7 10/0.64 MBHJ 10 O241-270 5 40.0 2 3 O251-255 C 2 10 P35 30 5DEAD 72.0 c2:M651-700 100.0 P35 18.3 L412 39.0 2 10DEAD R30709 2 10/0.64 PEHJ 2 5 O256-258 P50 6 5 P50 7DEAD c2:M101-150 5 M 10 60.0 50 40.5 5 50/0.64 42.1 P50 O256-258 10/0.64 PEHJ 10/0.64 c2:M81-90 P50 7DEAD C c2:M91DE2-99AD O259-260 5 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) M 2 P35 AA 365.0 1DEAD P35 2xDIST (AA) 10 2 MC P50 TCE 20 c3001:YY-AA/1-12 12F/- SMOF FNPEHJ (AA) AA L457 6 2x50 DP169782 D 381.0 c2:M201-250 P35 20 M c4:M601-650 DIST 8 82 (AA) 30 C 30 O254 D 61.3 10 30DEAD c2:M100 1DEAD 12 86 1DEAD 88 56.6 261.0 c3:M401-600 200 PIUT (AA) 14 2 AABA 16 90 67.0 92 O216 411.0 c3:M1-150 150 PIUT (AA) 18 94 1DEAD 20 A100 c2:M60 c3:M301-400 100 PIUT (AA) 96 c2:M651-700 1DEAD D 98 10DEAD DIST (AA) c2:M101-150 D 46.0 D 172.0 O201 46.0 MC 50 1DEAD 25 O209 81.7 6 50/0.64 O202 O201-210 6 M L449 O210 1DEAD 172.0 DP209561 1DEAD 2 133.0 1DEAD MC 35.0 O203 10/0.64 PEHJ 35.0 VLOOP 1612 27.0 10/0.64 PEHJ 267.9 P20 81.7 O205 c2:M101-110 c2:M651-700 HILLVIEW 2 10/0.64 MBHJ 10DEAD 24 61.0 M SCHOOL 5DEAD 469.0 c2:M101-150 c2:M51-56 2/0.64 O216-219 1DEAD 2 P35 2 10/0.64 PEHJ 50 40.0 1DEAD R21840L269 D RD 10c/20:.M6548-60 PEHJ 50/0.64 2 10/0.64 PEHJ 60.0 40.5 2 D 501.0 40.5 10/0.64 PEHJ M MC D 6 152.0 100.0 6 MC 42.0 10/0.64 PEHJ D P35 AA 2/0.64 2 M 50 50/0.64 138.0 M 857.0 152.0 M
c2:M101-110 6 354.8 M AA 128.0 1048.0 M c2:M51-56 10/0.64 PEHJ 3 c1612:YY-AH/1-24 24F/- SMOF FNPEHJ/STD (AA) 891.0 10/0.64 PEHJ 1DEAD 3 8 39.4 8 AA 265.0 c2:M58-60 M 605.0 VACANT CROWN LAND P100 50 6 30 6 6 MC 39.4 774.0 M 760.0 c4:M501-550 P100 626.0 c4:M551-570 235.0 10DEAD P5:O201-300 100 CPFUT PE (AA) P35 19.5 10/0.64 PEHJ 2xDIST(AA) 3 M M 645.0
C 71.5 c4:M501-550 M C 655.0 50 AA 2P0 50PR 17.0 751.0 c4:M501-520 P50 c4:M549 P100 1DEAD 690.0 4 2
P35
CHAMBERLAIN 30 PR 4 3x2 PR c4:M521-550
24.5
7
66.5 3 20 AA P35 23.0 2x2 PR c4:M547 P50 1DEAD 2 3 1 2 P50 c4:M514 P5:O201-300 100 CPFUT PE <- (AA) STEPHENSON 1DEAD 2 WATTERSON 4 c1612:YY-AH/1-24 24F/- SMOF FNPEHJ/STD (AA) P35
c4:M546 c3001:AA-AB/1-12 12F/- SMOF FNPEHJ (AA) 20 1DEAD 23.5
2 3
c4:M511 4 11 1DEAD 3 2 P35 17.0 2x2 PR 3 c4:M513 1DEAD 3
P35 2 P35 22.0 2x2 PR 2 2 5 3 c4:M501-510 c4:M507 1DEAD
10 6 c4:M512 1DEAD c1612:YY-AH/1-24 24F/- SMOF FNPEHJ/STD (AA) 45.0
4
2 c4:M506 1DEAD P35 17.5 2x2 PR 3 2 c4:M509 1DEAD 2 3 6
L448 P35 R27432 2 c4:M510 1DEAD
42.0
5x2
8 2
c2:M59 6/0.64 PEHJ 5DEAD
407.8
EJ Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 3E
Western Power DIAL BEFORE YOU DIG www. 1100xam.au
OVERHEAD LEGEND
Structures
• Power Pole • Transmission Poles
Transmission Overhead Powerline Transmission (33kv - 330kv)
Distribution Overhead Powerline High Voltage (1kv - 33kv) Low Voltage (< 1kv) Proposed Construction Assets Design Area * - High Voltage Overhead Powerline - Low Voltage Overhead Powerline Power Pole
Communications Assets Over Head Pilot Cable
Feature Area of interest
* Please refer to coversheet
Privately owned cables NOT SHOWN (including house services) This map is INDICATIVE ONLY. Check that you have enough clearance from the DANGER ZONES near overhead powerlines. ~j Telephone Support: 1300 769 345 Mon to Fri-07:00 to 16:30 Information valid for 30 days from date of issue Scale: 1:4612 western power Sequence Number: 33404860 Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 4A
Site Concept Layout FILE LAYOUT
SOURCE
SOURCE
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AMR
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Drawings A
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ArchiCAD
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PLANS
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CP
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CP
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1 Site T CP
Plan
Site
Plan 3 T Master
Master
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pln
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pln T
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COMMUNITY R CENTRE R
A
C 9 2 E 11 4
6
13 7 15 35 8 17 33
31 10 29
12 27
14 25 36 16
18 34 23 32
21 30 20 28 19 D A O R 26 W 24 I E L V 22 I L CARAVAN / H TRAILER / BOAT BAYS
A INITIAL ISSUE 07.07.14 EL TM REV. DESCRIPTION DATE DWN CHK
ISSUED SUBJECT TO - LOCAL & OTHER AUTHORITIES REQUIREMENTS - BUSHFIRE REGULATIONS
ROSEWOOD CARE GROUP LIFESTYLE VILLAGE HILLVIEW ROAD AUGUSTA
DRAWING TITLE CONCEPT MASTER PLAN CONCEPT MASTER PLAN 13.031 CP01.02 A 1:500 PROJECT No. DWG. No. REV.
SCALE: AS SHOWN @ A1 CHECKED: TM SITE DRAWN: EL DATE: 07/04/14
PLOTTED 08-04-14 12:09 PM AREA 1.8 HECTARES (APPROX.)
YIELD ILUS 3 BED 12 2 BED 24 TOTAL 36
Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 4B
Staging Plan FILE LAYOUT
SOURCE
SOURCE
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2013
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RCG
AMR
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AMR
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Drawings
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ArchiCAD
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A PLANS
PLANS
\ L CP
PLANS
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CP
PLANS
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L 13
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031
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13
CP
. N 031
Site
CP
Plan U Site
Plan
Master
1 Master
T _
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pln
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. 3 pln
5 T
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COMMUNITY R CENTRE R STAGE 1 A C 9 2 E 11 4
6
13 7 15 35 8 17 33
31 STAGE 2 10 29
27 12 STAGE 4 14 25 36 16
18 34 23 32
21 30 20 28 19 D A STAGE 3 O R 26 W 24 I E L V 22 I L CARAVAN / H TRAILER / BOAT BAYS
A INITIAL ISSUE 07.07.14 EL TM REV. DESCRIPTION DATE DWN CHK
ISSUED SUBJECT TO - LOCAL & OTHER AUTHORITIES REQUIREMENTS - BUSHFIRE REGULATIONS
ROSEWOOD CARE GROUP LIFESTYLE VILLAGE HILLVIEW ROAD AUGUSTA
DRAWING TITLE CONCEPT STAGING PLAN CONCEPT STAGING PLAN 13.031 CP01.03 A 1:500 PROJECT No. DWG. No. REV.
SCALE: AS SHOWN @ A1 CHECKED: TM DRAWN: EL DATE: 07/04/14
PLOTTED 08-04-14 12:09 PM
Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 4C
Floor Plans FILE LAYOUT
SOURCE
SOURCE
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H H
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2013 2013
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13 13
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RCG RCG
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AMR AMR
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Drawings Drawings
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ArchiCAD ArchiCAD
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PLANS PLANS
PLANS
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CP CP
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PLANS PLANS
CP
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13 13
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031 031
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031 TILED ROOF CP CP
ILU ILU TILED ROOF CP
2 3
Site
Bed Bed
Plan
UPPER FLOOR LEVEL 2,572 ( 30c) UPPER FLOOR LEVEL 2,572 ( 30c) Floor Floor
Master
Plan Plan 1400 HIGH SCREEN
. .
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pln pln
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14
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pln RENDERED BRICK FACE BRICK
GROUND FLOOR LEVEL 0 ( 0c) GROUND FLOOR LEVEL 0 ( 0c)
FACE BRICK FRC PLANK CLADDING ELEVATION 1 ELEVATION 1 SCALE 1:100 SCALE 1:100
12,900
13,115
1,000 1,000 PERGOLA OVER PERGOLA OVER WC SHR
BED 1 ENS. 1,000 OUTDOOR OUTDOOR 3.8x3.5 VB LIVING LIVING 6.6 X 4.6 LIVING 13.5 m2 4.5 X 4.1 5.6x5.5 WIR
1,020 DW S
ROBE BED 2 1,500 DINING STORE STUDY 3.1 X 1.3 LIVING 4.1x2.8 KITCH 3.5 X 3.3 NOOK inc robe R/HOOD 5.7 X 4.2 2.3 X 1.6 12.0 m2 WO HP PTY 24.0 m2 3.7 m2 REF. MW VB CUP'D SHR WC BR BATH BOAT / GL BED 3 / TRAILER L'DRY STUDY BAY L'DRY TR S BOAT / WM 3.5 X 2.8 TR DRY CUP'D 1 WM 2,985 21,300 DRY TRAILER DINING KITCH HP BAY 22,130 BATH WC ROLLER DOOR 3.8x3.1 SKYLIGHT 3,625
VB BED 2 RAIL SHR & P SKYLIGHT 3.9 X 3.0 inc robe ROBE REF. WO MW ROLLER DOOR SHELF
VB SH WC SHR SH ENS GARAGE STORE 6.0 X 5.7 ENTRY 3.5 X 1.3 GARAGE 6.0x6.0 1,500 ENTRY
PORCH BED 1 PANEL LIFT DOOR RAIL
4.1 X 3.7 &
inc robe
ROBE SHELF SHELF
B 2 BED - KITCH. & NOOK AMENDED 07.04.14 EL TM PANEL LIFT DOOR A INITIAL ISSUE 26.03.14 EL TM
REV. DESCRIPTION DATE DWN CHK 4,300
ISSUED 1,500 SUBJECT TO - LOCAL & OTHER AUTHORITIES 1400 HIGH SCREEN REQUIREMENTS - BUSHFIRE REGULATIONS
FLOOR PLAN FLOOR PLAN 2 BED 3 BED SCALE 1:100 SCALE1:100 ROSEWOOD CARE GROUP AREAS AREAS ENVELOPE 293.2 m2 LIFESTYLE VILLAGE ENVELOPE 274.8 m2 HOUSE 126.7 m2 HOUSE 121.2 m2 GARAGE 37.8 m2 HILLVIEW ROAD GARAGE 42.3 m2 STORE 4.2 m2 STORE 4.5 m2 AUGUSTA
DRAWING TITLE ILU FLOOR PLANS & ELEVATION 13.031 CP02.03 B PROJECT No. DWG. No. REV.
SCALE: AS SHOWN @ A1 CHECKED: TM DRAWN: EL DATE: 07/04/14
PLOTTED 08-04-14 2:00 PM Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 5
Estimates Proposed retirement village - Hillview Road Augusta
Order of Magnitude estimate 1
Item Qty $ rate Lump Total sum Site clearing Clear and level site ready for construction 18,000 30 540,000 540,000 Headworks Sewerage Allow for sewer extension to junction 570 700 399,000 399,000 of Blackwood Ave & Manning Rd Allow for headworks 36 3,000 108,000 108,000 Water Allow for headworks 36 4,000 144,000 144,000 Electricity Allow for main site switchboard and transformer 75,000 75,000 Allow for headworks 36 2,500 90,000 90,000 Telephone Allow for headworks 36 2,000 72,000 72,000 Roads Allow for bituminous concrete with kerbs, brown colour 3,100 75 232,500 232,500 Buildings 3 bedroom unit 169 1,350 227,745 Carpets & drapes - included 0 Fencing 3 bedroom unit 6,900 Landscaping 3 bedroom unit 3,750 Footpaths & paving 3 bedroom unit 3,400 Sub total 12 241,795 2,901,540 2 bedroom unit 168 1,350 226,800 Carpets & drapes - included 0 Fencing 2 bedroom unit 5,250 Landscaping 2 bedroom unit 3,500 Footpaths & paving 2 bedroom unit 1,700 Subtotal 24 237,250 5,694,000 Community facility 200 2,250 450,000 450,000 Sub total 10,706,040 Area loading | Allow for Augusta price loading 12% 1,284,725 1,284,725 Fees & Permits Development Approval 17,055 Building Permit 27,505 Building services 7,735 BCITF 17,191 BRB 50 Building Certifier 16,000 Project Consultants Architect, structural, civil, hydraulic, electric, acoustic mechanical, energy, project management, landscaping 8.0% 856,483 Flora and Fauna study 33,000 Lot survey 3,000 Marketing/agents fees 180,000 Total project 13,148,784 Cost per unit 36 365,244 Proposed retirement village - Hillview Road Augusta
Order of Magnitude estimate 2 Sewer b / others
Item Qty $ rate Lump Total sum Site clearing Clear and level site ready for construction 18,000 30 540,000 540,000 Headworks Sewerage Allow for sewer extension to junction 570 0 0 0 of Blackwood Ave & Manning Rd Allow for headworks 36 3,000 108,000 108,000 Water Allow for headworks 36 4,000 144,000 144,000 Electricity Allow for main site switchboard and transformer 75,000 75,000 Allow for headworks 36 2,500 90,000 90,000 Telephone Allow for headworks 36 2,000 72,000 72,000 Roads Allow for bituminous concrete with kerbs, brown colour 3,100 75 232,500 232,500 Building s 3 bedroom unit 169 1,350 227,745 Carpets & drapes - included 0 Fencing 3 bedroom unit 6,900 Landscaping 3 bedroom unit 3,750 Footpaths & paving 3 bedroom unit 3,400 Sub total 12 241,795 2,901,540 2 bedroom unit 168 1,350 226,800 Carpets & drapes - included 0 Fencing 2 bedroom unit 5,250 Landscaping 2 bedroom unit 3,500 Footpaths & paving 2 bedroom unit 1,700 Sub total 24 237,250 5,694,000 Community facility 200 2,250 450,000 450,000 Sub total 10,307,040 Area loading Allow for Augusta price loading 12% 1,236,845 1,236,845 Fees & Permits Development Approval 17,055 Building Permit 27,505 Building services 7,735 BCITF 17,191 BRB 50 Building Certifier 16,000 Project Consultants Architect, structural, civil, hydraulic, electric, acoustic mechanical, energy, project management, landscaping 8.0% 824,563 Flora and Fauna study 33,000 Lot survey 3,000 Marketing/agents fees 180,000 Total project 12,669,984 Cost per unit 36 351,944 Proposed retirement village - Hillview Road Augusta
Order of Magnitude estimate 3 Use Lesser Hall / no club house
Item Qty $ rate Lump Total sum Site clearing Clear and level site ready for construction 18,000 30 540,000 540,000 Headworks Sewerage Allow for sewer extension to junction 570 700 399,000 399,000 of Blackwood Ave & Manning Rd Allow for headworks 36 3,000 108,000 108,000 Water Allow for headworks 36 4,000 144,000 144,000 Electricity Allow for main site switchboard and transformer 75,000 75,000 Allow for headworks 36 2,500 90,000 90,000 Telephone Allow for headworks 36 2,000 72,000 72,000 Roads Allow for bituminous concrete with kerbs, brown colour 3,100 75 232,500 232,500 Buildings 3 bedroom unit 169 1,350 227,745 Carpets & drapes - included 0 Fencing 3 bedroom unit 6,900 Landscaping 3 bedroom unit 3,750 Footpaths & paving 3 bedroom unit 3,400 Sub total 12 241,795 2,901,540 2 bedroom unit 168 1,350 226,800 Carpets & drapes - included 0 Fencing 2 bedroom unit 5,250 Landscaping 2 bedroom unit 3,500 Footpaths & paving 2 bedroom unit 1,700 Subtotal 24 237,250 5,694,000 Community facility 200 0 0 0 Sub total 10,256,040 Area loading Allow for Augusta price loading 12% 1,230,725 1,230,725 Fees & Permits Development Approval 17,055 Building Permit 27,505 Building services 7,735 BCITF 17,191 BRB 50 Building Certifier 16,000 Project Consultants Architect, structural, civil, hydraulic, electric, acoustic mechanical, energy, project management, landscaping 8.0% 820,483 Flora and Fauna study 33,000 Lot survey 3,000 Marketing/agents fees 180,000 Total project 12,608,784 Cost per unit 36 350,244 Proposed retirement village - Hillview Road Augusta
Order of Magnitude estimate 4 Sewer b / others / use Lesser Hall
Item Qty $ rate Lump Total sum Site clearing Clear and level site ready for construction 18,000 30 540,000 540,000 Headwork s Sewerage Allow for sewer extension to junction 570 0 0 0 of Blackwood Ave & Manning Rd Allow for headworks 36 3,000 108,000 108,000 Water Allow for headworks 36 4,000 144,000 144,000 Electricity Allow for main site switchboard and transformer 75,000 75,000 Allow for headworks 36 2,500 90,000 90,000 Telephone Allow for headworks 36 2,000 72,000 72,000 Roads Allow for bituminous concrete with kerbs, brown colour 3,100 75 232,500 232,500 Building s 3 bedroom unit 169 1,350 227,745 Carpets & drapes - included 0 Fencing 3 bedroom unit 6,900 Landscaping 3 bedroom unit 3,750 Footpaths & paving 3 bedroom unit 3,400 Sub total 12 241,795 2,901,540 2 bedroom unit 168 1,350 226,800 Carpets & drapes - included 0 Fencing 2 bedroom unit 5,250 Landscaping 2 bedroom unit 3,500 Footpaths & paving 2 bedroom unit 1,700 Sub total 24 237,250 5,694,000 Community facility 200 0 0 0 Sub total 9,857,040 Area loading Allow for Augusta price loading 12% 1,182,845 1,182,845 Fees & Permits Development Approval 17,055 Building Permit 27,505 Building services 7,735 BCITF 17,191 BRB 50 Building Certifier 16,000 Project Consultants Architect, structural, civil, hydraulic, electric, acoustic mechanical, energy, project management, landscaping 8.0% 788,563 Flora and Fauna study 33,000 Lot survey 3,000 Marketing/agents fees 180,000 Total project 12,129,984 Cost per unit 36 336,944 Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 6
Program Proposed retirement village on Reserve 20761 - Indicative Development Program Version A 15 4 14
Month/Quarter 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 Year 14 14 14 14 14 14 14 14 14 14 15 15 15 15 15 15 15 15 15 15 15 15 16 16 16 16 16 16 16 17 17 17 17 18 18 18 18 19 19 19 19 20 20 20 20 21 21 21 21 22 22 22 22
Stage 1 - research scope delivery Demand survey Public meeting Concept plan Assessment of costs Ownership structure Roll out and time line Present report to AMRS
Stage 2 - packaging for NFP market AMRS digest RCG report AMRS prepare report for Council AMRS adopt operating/ownership structure AMRS accept report at full council mtg AMRS discuss/agree CFT with Dept Lands agreement that DoL will grant CFT if AMRS secure a developer AMRS obtain approval from WAPC if required AMRS Major Land Transaction process (if required) AMRS commission level 2 DER study AMRS obtain NVCP AMRS arrange survey defining land area AMRS commission architect for DA site plan AMRS approve concept plan as DA AMRS approach others for funding AMRS develops contract for NFP AMRS assemble package & issue to NFP's
Stage 3 - NFP's respond to package NFP response period AMRS digest the responses & select one or more AMRS negotiate with NFP AMRS finalise with funders (if any) AMRS prepare package for full council meeting AMRS approval at full council AMRS contracts with NFP
Stage 4 - NFP as developer Pre-design 10W Design documentation 18w Construction tender Building permit application & approval 4w Construction stage 1 52w stage 1 Marketing stage 1 marketing Part time village manager appointed Construction stage 2 52w stage 2 Marketing stage 2 marketing Construction stage 3 52w stage 3 Marketing stage 3 marketing Construction stage 4 52w stage 4 Marketing stage 4 marketing Business Case Augusta Lifestyle/Retirement Village May 2014
APPENDIX 7
The Deferred Land Payment Option The Deferred Land Option – Appendix 8
The gifting of land to a not-for-profit for the development of a retirement village could, judging by the sentiment of the public meeting, be contentious and would certainly open up the prospect of precedent setting.
The issues are; the village will not work without freehold land AMRS see the village as providing economic benefit to Augusta AMRS want a solution
The following steps may provide the solution. 1. Liaise with DRD to subdivide the site from the reserve. 2. DRD rezone the site for Aged Care and put a Memorial in place (this will devalue the site by 50%). 3. Arrange for a valuation of the site. 4. AMRS purchase the site. 5. AMRS procure a NFP and as part of the procurement process enter into a Deed whereby the site is transferred to the NFP for a nominal sum with AMRS being paid a per cent of the DMF and or an exit fee over the life of the village. 6. In effect AMRS have sold the land on a deferred payment basis.
In practice the administration of this outcome may not work as proposed sequentially. The sequence is for communication purposes.