Managing NAWCA Managing NAWCA GrantsGrants

Lessons LearnedLessons Learned

Involve grants administrator in writing of Involve grants administrator in writing of grantgrant

Clearly delineate grant, match and non-Clearly delineate grant, match and non-matchmatch

Include indirect costs/direct allocationInclude indirect costs/direct allocation Build in costs such as NHPA and NEPA for Build in costs such as NHPA and NEPA for

amendmentsamendments Be thoughtful when selecting partnersBe thoughtful when selecting partners Ensure that match partners understand Ensure that match partners understand

obligationobligation

Successful management Successful management starts with a well planned starts with a well planned

proposalproposal

Have a good sense of project certaintyHave a good sense of project certainty

Landowner commitments through Landowner commitments through option agreements and earnest money option agreements and earnest money

Be thoughtful about extremely rare Be thoughtful about extremely rare habitat typeshabitat types

Successful management Successful management starts with a well planned starts with a well planned

proposalproposal

Reporting and Financial Reporting and Financial Management – The BackboneManagement – The Backbone

Good grants management tools and Good grants management tools and organizational systems essentialorganizational systems essential Balance of $ and acres challengingBalance of $ and acres challenging Multiple grant and partner projects Multiple grant and partner projects

Complex management requirementsComplex management requirements Finance and science expertiseFinance and science expertise Challenge for small non-profits Challenge for small non-profits

Project Area Grants• 2 NAWCAs• EPA• USFWS Private Stewardship• NRCS Wetlands Reserve Program• U.S. Forest Service• National Fish and Wildlife

Foundation• Bonneville Power Administration• Washington Department of Fish and

Wildlife• 5 Washington State Salmon Grants• 2 Private Foundation Grants

Reporting and Financial Reporting and Financial Management – The BackboneManagement – The Backbone

A-133 AuditA-133 Audit Expend $500,000 or more in a year in Expend $500,000 or more in a year in

Federal awards Federal awards Adds $ to audit costAdds $ to audit cost

Start working with partners well in Start working with partners well in advance of due date for annual and advance of due date for annual and final reports (3 months)final reports (3 months)

Learn from others administering Learn from others administering NAWCAs. Joint Venture, LTA, state NAWCAs. Joint Venture, LTA, state coalitionscoalitions

Expense TrackingExpense TrackingNAWCA Grant: Willapa Bay, Phase IITOTAL Expenditures by Partner for each Project Element. Expenses for Period 3/1/02 to 5/25/07

TABLE 1: SUMMARY OF EXPENSES NAWCA DU - Match GHAS (match) WDNR (match)

TSS (match)

USFWS (non-match) CLT match MATCH TOTAL TOTAL GRANT

TRACTS:Hines Marsh $79,348.20 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $79,348.20Breaker Lake $198,073.64 $0.00 $0.00 $0.00 $0.00 $0.00 $109,100.00 $109,100.00 $307,173.64Island Lake $57,119.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $57,119.50Albers Slough $18,983.45 $33,957.36 $0.00 $0.00 $0.00 $0.00 $0.00 $33,957.36 $52,940.81Riekkola $105,000.00 $0.00 $0.00 $0.00 $0.00 $25,580.00 $0.00 $0.00 $130,580.00Porter Point $0.00 $0.00 $0.00 $0.00 $0.00 $236,000.00 $0.00 $0.00 $236,000.00GHAS $0.00 $0.00 $100,000.00 $0.00 $0.00 $0.00 $0.00 $100,000.00 $100,000.00Bone River $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00South Nemah $0.00 $0.00 $0.00 $2,000,000.00 $0.00 $0.00 $0.00 $2,000,000.00 $2,000,000.00TSS $0.00 $0.00 $0.00 $0.00 $2,000.00 $0.00 $0.00 $2,000.00 $2,000.00Personnel/Travel $49,892.36 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00TOTAL $508,417.15 $33,957.36 $100,000.00 $2,000,000.00 $2,000.00 $261,580.00 $109,100.00 $2,245,057.36 $3,015,054.51

Grant + Match $2,753,474.51

Grant Agreement $986,792.00 $24,855.00 $100,000.00 $2,000,000.00 $1,000.00 $255,326.00 $100,000.00 $2,225,855.00 $3,467,973.00Remaining $478,374.85 -$9,102.36 $0.00 $0.00 -$1,000.00 -$6,254.00 -$9,100.00 -$19,202.36 $452,918.49

Project Accomplishments:Hines Marsh Anderson- Did comps. Offered $6K. Landowner wanted $10K; comps don't support; Gray- closed. Espy- appraisal too low for landownerBreaker Lake Acquisition complete. Completed survey of property in Year 3Island Lake Closed. Included reimbursment in this report but not acres. Ian is verifying acresAlbers Slough NRCS acquired WRP easement on 102 acres, which wasn't planned in grant application. DU amended to shift some costs from

"Materials and Equipment" to "Personnel and Travel" and acres from "Restored" to "Enhanced". Check with DU for additional matchRiekkola CompletePorter Point Completed pre grantGHAS Completed pre grant. Need match documentationBone River WDNR is doing w/ other money. Need to amend out. South Nemah Complete. Have match documentation as part of WB I NAWCA grant. Acres have been double counted in WB1TSS Have worked w/ CLT to help acquire several parcels in Hines Marsh. In-kind support

Acres ChartAcres ChartTOTAL TOTAL

NO TREND ACRES ACRES

DATA GRANT YR 1-3

PEM - Grant

PEM - Yr 1-3

PFO - Grant

PFO - Yr 1-3

E2Veg - Grant

E2Veg - Yr 1-3

E2AB, E2US - Grant

E2AB, E2US - Yr 1-3

L - Grant

L - Yr 1-3

R - Grant

R - Yr 1-3

E1, PML, PRB

Fee Acquired 15 9 125 36 20 15 21 16 95 26 265 222 541 324

Fee Donated 19 19 6 6 25 25

Easement Acquired 45 0 50 0 30 0 5 0 47 0 177 0

Easement Donated 0

Lease Acquired 0

Lease Donated 0

ACQUISITION 79 28 175 36 30 0 20 15 21 16 100 26 318 228 743 349

RESTORATION 75 (45) 30 20 (10) 10 30 (30) 0 15 (5)   10 67 (37)   30 207 (127) 80

ENHANCEMENT 0

OTHER 0

TYPE TOTALS 154 (45) 58 195 (10) 46 60 (30) 0 20   15 21 16 115 (5)   36 385 (37) 258 950 (127) 429

STATUS TOTALS 950 (127) 429

GRAND TOTALS 950 (127) 429

Tract 1: Hines Marsh Conservation

10 95 6 70 3 15 4 190 13

Tract 2: Island Lake Wetland Conservation 40 10 50 0

Tract 3: Albers Slough Conservation and Restoration

45 10 30 5 37 127 0

Tract 4: Breaker Lake Conservation

5 9 30 30 20 15 25 23 25 28 105 105

Tract 5: Willapa Refuge Riekkola Unit Restoration

30 30 10 10 10 10 30 30 80 80

Tract 6: Willapa Refuge Lewis/Porter Unit Restoration

Tract 7: South Nemah Conservation

16 16 190 190 206 206

Tract 8: Bone River NAP Conservation

5 35 40 0

Tract 9: North Willapa Bay/Pacific Shore Conservation

19 19 6 6 25 25

 

A.  STATUS, TYPES, AND ACRES OF WETLANDSNote: Types subsidiary to types listed below have the same status.

UPLANDS - Yr 1-3

DECREASING STABLE INCREASING

B. UPLANDS -

Grant

M2, PAB, PUB/POW, PSS, PUS -

Grant

M2, PAB, PUB/POW, PSS, PUS -

Yr 1-3

 

Grant - 115 (5); Yr 1 ,2 & 3 - 36

Technical Assessment Question 4: Years 1 through 3 Results

385 (37); YR 1, 2 & 3- 258

Grant - 409 (85); Yr 1, 2 & 3 - 104 Grant - 41; Yr 1, 2 & 3 - 31

 

ACTIVITY AND TRACTS/GROUPS OF

TRACTS IN THE PROPOSAL

Federal Non-Match – 300 acres of PEM, R and PFO restoration

Communicate Clearly with Communicate Clearly with Grant PartnersGrant Partners

Match partners need to understand Match partners need to understand obligation upfrontobligation upfront Must meet NAWCA administration Must meet NAWCA administration

standardsstandards For acquisition, Notice of Grant agreementFor acquisition, Notice of Grant agreement For restoration and enhancement, For restoration and enhancement,

property must be managed for time period property must be managed for time period specified in proposalspecified in proposal

Acres AND dollars can’t be committed to Acres AND dollars can’t be committed to any other federally funded programany other federally funded program

Is partner staff person authorized to Is partner staff person authorized to commit match?commit match?

Grant Partners ContinuedGrant Partners Continued You must track ALL projects in the You must track ALL projects in the

grant for term specified. YOU ARE grant for term specified. YOU ARE RESPONSIBLE!RESPONSIBLE! Clear agreements with sub-recipients Clear agreements with sub-recipients

outlining commitments and scope of outlining commitments and scope of workwork

Match and sub-recipient projects often Match and sub-recipient projects often involve many other partners; not all involve many other partners; not all partners understand the requirements partners understand the requirements and dynamics of your grantand dynamics of your grant

Delays in partner projects can impact Delays in partner projects can impact your grant timeline. your grant timeline.

Be Thoughtful with NACWA Be Thoughtful with NACWA AmendmentsAmendments

Wait to ensure that the project is Wait to ensure that the project is going to move forward before going to move forward before amending it into the grantamending it into the grant

Work closely with joint venture Work closely with joint venture coordinator and grants administrator. coordinator and grants administrator. Communicate issues ASAP. They Communicate issues ASAP. They want you to succeed!want you to succeed!

Bottom Line:Bottom Line:

Communication is Communication is Key!Key!

Brad PaymarBrad Paymar

Columbia Land TrustColumbia Land Trust

360-696-0131360-696-0131

bpaymar@columbialandtrustbpaymar@columbialandtrust.org.org