Resources for Current Grantees

Information that may be useful to organizations that have received a grant from the Coastal Conservancy.

Sample Resolution

Grant recipients are required to have their governing board adopt a resolution providing authority for the organization to enter into the Conservancy’s grant agreement. These sample resolutions can be used by grantees as a draft in developing their resolution:

Work Program

For most projects other than acquisitions, the grantee will be required to prepare a Work Program, including budget and schedule that must be approved by the Conservancy before the Conservancy will approve disbursement of any funds to the grantee. The attached document provides a guide for developing work programs. Note that complicated project budgets should be prepared and presented in Excel (or other spreadsheet program) rather than in a Word document.

Overhead Policies

Invoicing

Invoices submitted to the Conservancy for payment must include the following:

  • Completed Request For Disbursement (RFD) Form PDF or Excel, with an original signature, printed in Portrait orientation. Please note that because an original signature is required, electronic copies of RFDs will not be accepted. See RFD instructions for more information. Please also refer to the COSTS AND DISBURSEMENTS section of your grant agreement for additional information on what costs are eligible for reimbursement.
  • Backup documentation of all charges on the RFD.
  • Progress report on work completed during the period covered by the RFD and broken down by task

Grant News

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