Leasing and Ownership within Ocean and Coastal Waters
A Conservation Practitioner's Toolkit

3.4   Complete Proposal

After discussing the project with the land or resource owner and receiving encouragement to continue, a full proposal should be developed. Organizations may have standardized proposal forms, formats, and checklists that full proposals must adhere to. Full project proposals may include restoration activities, long-term management plans, and budgetary needs. Budgetary needs should include acquisition and post-acquisition (see Implementation) costs. Specific information needed in each proposal will be dependent on the site/resources, conservation organization, regulatory agency needs, and land/resource owner requirements.

The proposal should be circulated internally and externally for review and input as necessary and appropriate (i.e., to land acquisition, protection, and/or legal staff, partners, agencies, land/resource owners).

Lease-specific Issues: Legal and protection staff should pay particular attention to leasing requirements and standardized/template lease terms and conditions during their review. State agencies often have onerous leasing conditions and terms which are difficult to negotiate.

Step 1: Getting Started
1.1 Lease and Own 101
1.2 Myths
1.3 Important Terms
Step 2: Decision Checklist
2.1 Conservation Priorities
2.2 Threats and Strategies
2.3 Organization Capacity
2.4 Ownership and Use
2.5 Laws and Policies
2.6 Owners and Agencies
2.7 Partners and Funders
Step 3: Acquisition Checklist
3.1 Project Initiation
3.2 Title Report
3.3 Owner Contact
3.4 Proposal Completion
3.5 Terms and Conditions
3.6 Funding
3.7 Documentation
3.8 Due Diligence
3.9 Regulatory Permits
3.10 Final Actions
3.11 Site Plan
Step 4: Implementation
4.1 Science
4.2 Habitat
4.3 Maintenance
4.4 Public Use
4.5 Enforcement
4.6 Outreach
Country Summaries
Belize
Chile
Colombia
Costa Rica
Ecuador
Indonesia
Mexico
Peru
United States
Other Countries
U.S. State Summaries
Alabama
Alaska
California
Connecticut
Delaware
Florida
Georgia
Hawaii
Louisiana
Maine
Maryland
Massachusetts
Mississippi
New Hampshire
New Jersey
New York
North Carolina
Oregon
Pennsylvania
Rhode Island
South Carolina
Texas
Virginia
Washington
Other States
Case Studies
Agreement: Ecuador
Agreement: Fiji
Agreement: Philippines
Agreement: Phoenix Islands
Concession: Chile
Lease: California
Lease: Connecticut
Lease: Indonesia 1
Lease: Indonesia 2
Lease: Tanzania
Lease: Washington
Lease/Own: California
Lease/Own: UK
License: Rhode Island
Own: Massachusetts
Own: New York
Own: North Carolina
Own: Texas
Own: Virginia
Own: Washington
Program: Arizona
Program: Washington
Permit: California
Permit: Mexico
Resources
Assessments
Contact Information
Funding Sources
Maps and Data
Publications & Presentations
Related Tools
Sample Documents
Workshop

 

Leasing and Ownership within Ocean and Coastal Waters     Copyright © 2007 The Nature Conservancy