Ohio General Assembly recognizes Restrictive Environmental Covenants by Frank J. Reed, Jr, Esq. (December 2004)

This past year, the Ohio General Assembly passed Am. Sub. H.B. 516 which "codified" intoOhio's real estate laws the term "environmental covenant" which operates as a deed restriction on real property.  This term has been previously known as a "restrictive covenant that runs with the land" and had before only been recognized by common law.  The bill defined an "environmental covenant" as a "servitude arising under an environmental response project that imposes activity and use limitations."  The bill defined an "environmental response project" as "a plan or work performed for environmental remediation for protection of ecological features.  Examples include:  (1) 'corrective action' or 'post-closure care' pursuant to the Resource Conservation and Recovery Act of 1976, under Ohio's Underground Storage Tank Regulations or under Ohio's solid or hazardous waste laws; (2) a 'removal' or 'remedial action' pursuant to the Comprehensive Environmental Response Compensation & Liability Act of 1980; (3) a 'no further action letter' associated with a covenant not to sue pursuant to Ohio's Voluntary Action Program; (4) a mitigation requirement associated with Ohio's Water Quality Certification Program pursuant to Section 401 of the Clean Water Act; or (5) pursuant to a grant commitment, loan agreement, or supplemental environmental project as part of any orders issued pursuant to Ohio's Clean Water Act.  

The law provides that once the environmental covenant is executed and recorded with the County Recorder's office, the grantee of an environmental covenant (usually the Ohio EPA) is a "holder" of an interest in the real property.  In order to be valid, the covenant must contain: (1) language that  the instrument is an "environmental covenant executed pursuant to R.C. 5301.80 to 5301.92 of the Revised Code;"(2) a legally sufficient description of the real property; (3) a description of the activity and use limitations on the property; (4) the specific notice requirements before implementing (a) changes in the use of the property, (b) application for building permits, or (c) proposals for any site work affecting the environmental contamination on the property; (5) the name or identity of every holder of the property; (6) rights of access to the property in connection with implementation or enforcement of the covenant; (7) the signature of the applicable agency, every holder, and every owner of the fee simple that is subject to the environmental covenant; and (8) an identification of the name and location of any administration record for the environmental response project.  In addition, the covenant may include:  (1) a requirement for period reporting describing the compliance with the environmental covenant; (2) a brief narrative description of the contamination on the property, its remedy, the contaminants of concern, the pathways of exposure, the limits of exposure, and the location and extent of contamination; (3) terms which define the limits or termination of the covenant; or (4) rights of the holder (in addition to the right to enforce the covenant on all subsequent owners).  

Environmental Covenants must be provided to (1) each person that signed the covenant; (2) each person holding a recorded interest in the covenant; (3) each person that is subject to the covenant; (4) each unit of local government that is subject to the covenant; and (5) any other person that the agency requires.  The environmental covenant "runs with the land," applies to any subsequent owner of the land, and is valid and enforceable even if (1) it is not appurtenant to an interest in real property; (2) it can be or has been assigned to a person other than the original holder; (3) it is not of a character that has been recognized traditionally by common law; (4) it imposes a high negative burden; (5) it imposes an affirmative obligation on a person having an interest in the real property; (6) the benefit or burden does not touch or concern real property; (7) there is no privities of estate or contract; (8) the holder dies, ceases to exist, resigns, or is replaced; or (9) the owner of an interest and the holder are the same person.

The law provides that although nothing in R.C. 5301.80 to 5301.92 shall be construed to restrict, affect, or impair the rights of any person under the Revised Code or common law to enter into or record a restrictive covenant, institutional control, easement, servitude or other restriction on the use of property that does not meet the requirements or R.C. 5301.82(A), any such restriction entered into or recorded without the permission, approval or consent of an agency, political subdivision, regulatory body, or other unit of government is not an "environmental covenant" and is not binding on the unit of government.

The "environmental covenant" must be filed in the same manner as a deed in the county recorders' office of the county in which the real property is located.  A "holder" is treated as a "grantee."  An Environmental Covenant is perpetual unless it is (1) limited by its terms to a specific duration or by the occurrence of a specific event; (2) terminated by consent; (3) terminated by foreclosure of an interest that has priority over the covenant; (4) terminated or modified in an eminent domain proceeding and (a) the agency that signed the covenant is a party to the eminent domain proceeding, (b) all persons identified in R.C. 5301.90(A) and (B) are given notice of the eminent domain proceeding, and (c) the court determines after a hearing that the termination or modification will not adversely affect human health or safety or the environment; or (5) if the agency that signed the covenant has determined that the intended benefits of the covenant can no longer be realized, and a court, under the doctrine of "changed circumstances" may terminate the covenant or "reduce" its burden on the real property.

Environmental Covenants can only be amended or terminated by consent if the termination or amendment is signed by all of the following:  the applicable agency, the current owner of the fee simple of the real property, each person that originally signed the covenant (unless the person executed a written waiver of the right to consent or a court find that the person no longer exists or cannot be located or identified with the exercise of reasonable diligence).

The law grants the following individuals the ability to maintain a civil action for injunctive or other equitable relief for violation of an environmental covenant:  (1) a party to the covenant; (2) the environmental protection agency; (3) the applicable agency to whom is granted an interest as a holder of the covenant; (4) any person whom the covenant grants the authority to maintain an action, (5) any person whose interest in the real property or collateral liability may be affected by the alleged violation of the covenant; (6) any unit of government in which the real property is located.  However, the law makes clear that a person is not responsible for or subject to liability for environmental remediation solely because it has the right to enforce an environmental covenant.