Conservation Tools

Contact Information

Andrew M. Loza
Pennsylvania Land Trust Association
717-230-8560
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105 Locust St, Ste 300
Harrisburg, PA  17101

Background

Services Provided

All kinds of stuff

Bio

Loza has served since 2000 as executive director of the Pennsylvania Land Trust Association where he leads public policy initiatives, helps develop model documents and other technical guidance, and implements various assistance, training and education programs to advance conservation. Previously he served as a land trust executive director; led conservation, planning and development initiatives for county government; and consulted on environmental policy. He holds degrees from the University of Pittsburgh and Lehigh University.

Areas of Expertise

Unclassified

References

Paul Doerwald, Log in to see email

Guide Listings

Model Conservation Easement
Loza co-authored the Model Grant of Conservation Easement and Commentary.

Conservation and Preservation Easements Act
Loza authored this guide.

Riparian Buffer Protection Agreement
Loza managed PALTA’s riparian buffer protection agreement program.

Model Legal Documents
Loza is a contributing author and editor of PALTA’s suite of model legal documents.

An Introduction to Stewardship Funding Arrangements
Loza co-authored this guide.

Purchase Options
Loza is a contributing author to this guide.

Library Items

Closing: Finalizing the Real Estate Transaction
Print version of ConservationTools.org guide: At closing, the transfer of the real estate interest, whether land or easement, is completed. This guide helps users organize and expedite the closing....

Amending Conservation Easements
Powerpoint presentation providing overview of easement amendments and guiding principles.

Authorization of Real Estate Transactions: Rules and Processes for Nonprofits
Print version: Within the bounds of state law and private standards of practice, a nonprofit organization has considerable flexibility in establishing policies and procedures regarding the authoriz...

Conservation and Preservation Easements Act: A Guide
print version of the ConservationTools.org guide: Although Pennsylvania common law has supported conservation easements, the Conservation and Preservation Easements Act enables conservation prac...

Fishing Access Agreement & Commentary: A Model Document and Guidance
The hybrid easement document provides for both resource protection and public access for fishing. It is a tool for conservation organizations and governmental entities to build cooperative relation...

Growing Greener, Melding Conservation and Development
A case study on Conservation by Design. The studies provide the perspective of both the land owner and the developer in creating open-space friendly developments.

Introduction to Conservation Easements
A conservation easement is an agreement between a landowner and a land trust or governmental body that limits certain uses on all or a portion of a property while keeping the property in the landow...

Introduction to Land Trusts and Their Work
Land trusts are charitable organizations that work cooperatively with landowners to conserve land in the public interest. Click on the heading to read a short essay on land trusts and their work.

Introduction to Stewardship Funding Arrangements: Alternatives for Landowners to Help Holders Meet Conservation Easement Obligations: A Guide
print version of the ConservationTools.org guide: A landowner may agree to one or more funding arrangements that require the landowner or successive owners of an eased property to make one or more ...

Legal Considerations for Stewardship Funding Arrangements: Binding Present and Future Landowners to Present Promises: A Guide
print version of the ConservationTools.org guide: A landowner may agree to one or more funding arrangements that require the landowner or successor owners of an eased property to make one or more p...

Management of the Document Preparation Process: A Guide
Print version: When a document needs to be reviewed, edited and approved by more than one person, good document management and control practices help prevent time-consuming missteps and confusion f...

Model Grant of Conservation Easement and Commentary, 6th Edition
The Model Grant of Conservation Easement and Commentary provides users with a state-of-the-art legal document together with an expansive commentary covering alternative and optional provisions and ...

Model Grant of Fishing & Boating Access Easement
Use to provide public access to or along a waterway for fishing, boating or other recreational and educational uses. This model legal instrument may be used as a stand-alone document or may be coup...

Model Grant of Purchase Option with Commentary
A purchase option assures the option holder of the right to purchase property at a certain price within a certain time period but without an obligation to do so. In granting an option, the landowne...

Model Mortgage Subordination and Commentary
A model legal document and accompanying guidance to help users in obtaining the "subordination" of a mortgage to a conservation easement.

Model Preliminary Agreement Regarding Conservation Easement Donation and Commentary
The Model Preliminary Agreement Regarding Conservation Easement Donation puts into practice the research, analysis and recommendations of the Pledges and Donation Agreement guide. The commentary e...

Model Riparian Buffer Protection Agreement and Commentary, 2nd Edition
This model grant of conservation easement is designed for permanently protecting riparian buffers along waterways to protect water quality. The commentary explains the purpose behind each provision...

Model Stewardship Funding Covenant and Commentary
Used to secure payment of deferred contributions and other conservation commitments made by present landowners and to be paid by either them or future owners. The model offers ten basic ways to str...

Model Trail Easement Agreement and Commentary (3rd edition)
Download both the model document AND the commentary! The state-of-the-art model is coupled with an expansive commentary covering alternative and optional agreement provisions and the reasoning behi...

Mortgage Subordination: A Guide
print version of the ConservationTools.org guide:When a mortgage precedes an easement on a property, there is no guaranty of perpetual enforceability of the easement unless the mortgage holder sign...

Pledges and Donation Agreements: A Guide
print version of the ConservationTools.org guide: Before investing time and money in a prospective project, a conservation organization may seek to minimize the potential for misunderstandings with...

Reducing Liability Associated with Public Access
print version of the ConservationTools.org guide: Public access to property for recreational uses – such as hiking, bird watching, fishing and hunting – raises concern about the possibility of li...

Reducing Liability Associated with Public Access: A Guide
print version of the ConservationTools.org guide: Public access to property for recreational uses – such as hiking, bird watching, fishing and hunting – raises concern about the possibility of liab...

Riparian Buffer Protection Agreement: A Guide
print version of the ConservationTools.org guide: A riparian buffer protection agreement limits activities on all or a portion of a property to advance conservation purposes while keeping the prope...

Starting a Land Trust
Click for information on starting a land trust to work to identify and tap the energies and resources of all who are sympathetic to your conservation concerns.

Stewardship Costs Calculator
Land trusts can use this tool to estimate the annual costs of stewardship for a conservation easement and the initial investment in a stewardship fund that will be needed to cover the costs. The ca...

Stewardship Funding Arrangements: sample brochure
The Pennsylvania Land Trust Association prepared this sample brochure to illustrate how a land trust might communicate with owners concerning the need and options to fund the land trust's easement ...

Water Quality Improvement Easement & Commentary: A Model Document and Guidance
Secures long-term access through and to property for the purpose of remediating the effects of abandoned mine drainage.

Options to Sell: A Guide
Print version: An option to sell may be used to assure that a property acquisition can be undone if expectations are not met. 3 pages

Purchase Options: Gaining the Right Without the Obligation to Acquire Property Interests
A purchase option is a right to purchase or lease land or other property interests without any obligation to do so. 15 pages. Print version of the ConservationTools.org guide.