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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 To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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Page 1: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 2: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 3: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 4: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 5: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically
Page 6: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 7: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 8: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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.

Page 9: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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.

Page 10: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 11: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 12: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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

Page 13: Role of the Conservation Plan To provide a written framework to help the client: understand their SWAPA + H+E resources & concerns, think holistically

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