Resources for Grantees

Grantee Manual – Start Here!

A comprehensive grantee manual can be found here.  The manual takes you through every phase of your grant and links to all the relevant forms.

Grant Management Guidance

We have compiled technical assistance resources for applying for and managing grants here. Please contact your Grant Manager with any specific questions about your grant.

Following each Board meeting, the Conservancy hosts an onboarding webinar for new grantees.  After your grant funding has been approved by the Board, you will be invited to one of these webinars. A recording of a Grantee Onboarding webinar from September 2024 can be found here.

SCC Logos

Various versions of the Coastal Conservancy logo can be downloaded here.  Please speak with your Grant Manager if you need other filetypes or colorways.

Post Grant Survey

At the conclusion of your project, we ask that you complete an anonymous survey about your experience managing your Conservancy grant. This feedback will help us improve our systems and communication to better serve you and other grantees in the future.

Explore the Coast Work Plan and Allowable Costs

A guide on how to complete your ETC Work Plan and what costs are allowable can be downloaded here (automatic download). 

Invoicing (updated October 2023)

The Conservancy processes all invoices electronically. Please see the instructions below and contact your Project Manager with any questions regarding invoicing or other processes. The Conservancy’s fiscal year runs from July 1 through June 30 and invoices cannot cross over fiscal years. Grantees should submit invoices covering work up to June 30. A new invoice will be required for work performed on and after July 1.

  1. Prepare a single PDF file with:

All combined into one file, in that order.

  1. Email the invoice PDF from Step 1 to invoice@scc.ca.gov and cc your Conservancy Project Manager.  Please include the following information in your email: the project name, your Conservancy Project Manager’s name, and the name and email address of the person who will sign the invoice in DocuSign.

 

  1. We are signing invoices using DocuSign.  The approved invoice will be routed in DocuSign by your Conservancy Project Manager for digital signature. Please keep an eye out for that email and respond quickly.

Please contact your Project Manager with any questions.

Grantees that receive advanced payment of Conservancy funds must document use of those funds at least quarterly. Prior to submitting the Documentation of Advanced Funds (DAF) form (also available as an Excel download), please consult the language of your grant agreement in the section “Cost and Disbursements” for directions on allowed costs. If you have questions, please email your Conservancy Project Manager.

Information on how to document Advance Payments can be found in the Documenting Advance Payments Instructions.

Recursos en Español: