Leasing and Ownership within Ocean and Coastal Waters
A Conservation Practitioner's Toolkit

2.4 Ownership and use of the lands or resources is known or knowable.

Identifying who currently owns and uses the lands and resources targeted for conservation is essential. This information will be used to determine if exclusivity is possible and necessary, as well as to determine the authorization mechanisms available for achieving exclusivity. However, ownership boundaries, authorities, jurisdictions, and user rights are often in dispute and difficult to determine in ocean and coastal environments. An extensive primer on Shore and Sea Boundaries is available from the National Oceanic and Atmospheric Administration (NOAA). NOAA has also developed a summary manual for Marine Managed Areas: Best Practices for Boundary Making. The manual identifies many of the boundary issues that organizations may come across when working offshore.

It may be possible to determine current ownership and use of sites by consulting the state or local agencies responsible for recording and administering the lands (such as state submerged land programs or county tax assessors’ offices). This toolkit provides contact information, as well as sources of mapping and ownership data within coastal states and countries.

Spatial Data Assessment and Development

Sometimes ownership and use information for lands and resources lying within ocean and coastal waters is easily accessible and reliable. Other times the information is either difficult to access or unreliable. If the ownership and use information is not easily accessible or reliable, conservation organizations may have to assess and develop the information themselves. The information assessment and development can be undertaken for specific sites or whole regions, states, and countries. Suggested general steps to assess and develop spatial data for ownership and use include:

  1. Plan project.
  2. Assess ownership and use circumstances.
  3. Identify and retrieve data.
  4. Develop database.
  5. Develop spatial data.
  6. Document and Assure Data Quality
  7. Make data accessible.

This process is presented in detail in a Spatial Database Template (download pdf, 223k). The template was designed to facilitate spatial data projects and to enable comparisons of progress among different state and country spatial databases. The template was used in 2006 to assess and develop spatial data for leasing and ownership in Oregon (download pdf, 464k) and Massachusetts (download pdf, 2,117k).

Fundamental Questions

Whether or not information and data are easily accessible and reliable, current ownership and human use must be determined before it is possible to identify what authorization mechanisms are available and if the site is amenable to conservation. If ownership and current use cannot be determined, then exclusivity likely cannot and should not be achieved. If ownership and use can be determined, the fundamental questions to answer include:

  • Is the site publicly or privately owned?
  • Is the site already being used by a public or private entity for a specific purpose which excludes others, including conservation interests?
  • If the site is already in use, is there a specified time period of use, are there opportunities for multiple uses, or are there opportunities for partnering with the current user?
  • Are the environmental liabilities at the site known and acceptable (see Step 3.8 Due Diligence)?

Once the ownership and use status is clearly understood, the next step is to assess the laws and policies associated with the lands and resources.

 

Step 1: Getting Started
1.1 Lease and Own 101
1.2 Myths
1.3 Important Terms
Step 2: Decision Checklist
2.1 Conservation Priorities
2.2 Threats and Strategies
2.3 Organization Capacity
2.4 Ownership and Use
2.5 Laws and Policies
2.6 Owners and Agencies
2.7 Partners and Funders
Step 3: Acquisition Checklist
3.1 Project Initiation
3.2 Title Report
3.3 Owner Contact
3.4 Proposal Completion
3.5 Terms and Conditions
3.6 Funding
3.7 Documentation
3.8 Due Diligence
3.9 Regulatory Permits
3.10 Final Actions
3.11 Site Plan
Step 4: Implementation
4.1 Science
4.2 Habitat
4.3 Maintenance
4.4 Public Use
4.5 Enforcement
4.6 Outreach
Country Summaries
Belize
Chile
Colombia
Costa Rica
Ecuador
Indonesia
Mexico
Peru
United States
Other Countries
U.S. State Summaries
Alabama
Alaska
California
Connecticut
Delaware
Florida
Georgia
Hawaii
Louisiana
Maine
Maryland
Massachusetts
Mississippi
New Hampshire
New Jersey
New York
North Carolina
Oregon
Pennsylvania
Rhode Island
South Carolina
Texas
Virginia
Washington
Other States
Case Studies
Agreement: Ecuador
Agreement: Fiji
Agreement: Philippines
Agreement: Phoenix Islands
Concession: Chile
Lease: California
Lease: Connecticut
Lease: Indonesia 1
Lease: Indonesia 2
Lease: Tanzania
Lease: Washington
Lease/Own: California
Lease/Own: UK
License: Rhode Island
Own: Massachusetts
Own: New York
Own: North Carolina
Own: Texas
Own: Virginia
Own: Washington
Program: Arizona
Program: Washington
Permit: California
Permit: Mexico
Resources
Assessments
Contact Information
Funding Sources
Maps and Data
Publications & Presentations
Related Tools
Sample Documents
Workshop

 

Leasing and Ownership within Ocean and Coastal Waters     Copyright © 2007 The Nature Conservancy