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Role of the Conservation Plan
To provide a written framework to help the client:
understand their SWAPA + H+E resources & concerns,
think holistically about science-based treatment alternatives to address resource concerns,
identify the best treatment to meet the needs of the land and their management objectives,
comply with federal, state, and local laws & regulations,
understand the specifications and maintenance requirements for selected practices. NATURAL RESOURCES
CONSERVATION SERVICE
The Conservation Plan North Carolina
Role of the Conservation Plan - continued
To serve as a record of the client’s decisions.
To support a cost-share contract.
NATURAL RESOURCES CONSERVATION SERVICE
The Conservation Plan North Carolina
Writing for the Client
Your narratives are where you communicate what the client has decided to do. Narratives are decisions -- not choices.
Customizing the plan.
The client must be able to understand it the next day.
Use terms and words the client understands. Watch for NRCS and FOTG jargon.
NATURAL RESOURCES CONSERVATION SERVICE
The Conservation Plan North Carolina
The Plan’s Appearance
The Plan represents your organization and you as a planner.
Clients equate a professional looking plan with a technically sound product. (and visa versa!)
The client will be spending a lot of money based on your plan.
NATURAL RESOURCES CONSERVATION SERVICE
The Conservation Plan North Carolina
Organizing the Plan
Field office discretion on plan organization & filing -- not planner discretion. Must be consistent within office.
Either 6- or 2-part folders. A tri-fold (3-part) may soon be available.
With 2-part folders, normally maintain cost-share contract(s) in separate folders/files.
NATURAL RESOURCES CONSERVATION SERVICE
The Conservation Plan North Carolina
Organizing the Plan in a Six-Part Folder
The Conservation Plan North Carolina
Conservation Plan Map
Soils MapSoils Legend & Interp.s
Other Maps (Topos, etc)
Cons. Plan Map Legend
Decisions/Narratives
Part 1 Part 2
SWCD Coop. Agreement
Organizing the Plan in a Six-Part Folder
The Conservation Plan North Carolina
Part 3 Part 4
Specifications (Job Sheets)
Nutrient & Pest Mgt PlansGrazing Plans
NC-CPA-52Inventories, Worksheets
NEPA, NHPA, etc Docum.*WHEP, Other Plan Support
Engineering Designs
* May only be in case file.
Organizing the Plan in a Six-Part Folder
The Conservation Plan North Carolina
Cost-Share Contracts
Contract Support Documents
Cons. Assistance Notes*
Part 5 Part 6
General Correspondence*HEL/WC Plan/Documents Envelope for archive, misc.*
* May only be in case file.
Organizing the Plan in a Two-Part Folder
The Conservation Plan North Carolina
Conservation Plan Map
Soils MapSoils Legend & Interp.s
Other Maps (Topos, etc)
Cons. Plan Map Legend
Decisions/Narratives
Part 1 Part 2
Specifications (Job Sheets)NC-CPA-52
Organizing the Plan in a Two-Part Folder
The Conservation Plan North Carolina
Cons. Assistance Notes
Case File Envelope Client Envelope
HEL/WC Plan/Documents
General Correspondence
Inventories, Worksheets, Other Documentation
NEPA, NHPA, etc Docum.*
WHEP, Other Plan Support
Inventories, Worksheets, Other Documentation
NEPA, NHPA, etc Docum.*
WHEP, Other Plan Support
Common Errors in Plans RECORD OF DECISIONS
Use the current practice standards when developing conservation plans. Examples of old practice names: Conservation Tillage, Planned Grazing System, Trough or Tank.
Practice narratives should be written to communicate with the landowner.
Practice narratives should be written as “decisions”— NOT recommendations or alternatives.
The Conservation Plan North Carolina
Common Errors in Plans
GENERAL
Do not load up the Plan with unnecessary paper, e.g. practice standards, etc.
Organize the file to communicate with the client.
Check to verify that O&M information has been provided.
Make sure that the plan and supporting documentation matches up. If plan says, “…according to attached job sheet,” then be certain to have included the attachment and completed it properly.
The Conservation Plan North Carolina