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Created: Sep 30, 2008
Updated: Nov 17, 2008
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Evaluating and Selecting Conservation Projects

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Author: Jane Ellen Hamilton
 
Publisher: Land Trust Alliance
 
Contact Person: Land Trust Alliance
 
Key Website: http://learningcenter.lta.org/...
 
Date Published: 2007-01-01
 
Direct Costs:
 
Direct Labor:
 
Keywords: land trust, easement, projects, conservation
 
Language: English
 

Problem

Planning the conservation project is the final step in the project selection process, in which the land trust thoughtfully and deliberately synthesizes all the selection and evaluation materials and develops a road map, a plan to follow in completing the project. The project planning process should ensure that the land trust understands key background information and designs an overall strategy to proceed that fully integrates all of the pertinent information.

Action

A project selection process may look a little different at each land trust, but the basic elements are still the same. All project selection processes must involve at least the following steps:

 

  • Interview with the landowner;
  • Site inspection and identification of conservation values;
  • Analysis of whether the project meets the land trust’s mission, goals and strategic plan;
  • Analysis of the project’s compliance with Internal Revenue Code provisions, if applicable, and the public benefit that will be gained through completion of the project;
  • Analysis of whether the project meets the land trust’s written selection criteria;
  • Preparation of a project plan; and Approval by the land trust’s board of directors in accordance with Practice 3F.

This course forms the foundation for evaluating and selecting projects by establishing the necessary due diligence for all potential land and easement conservation projects.

 

The course material table of contents is as follows:

 

  • Summary
  • Introduction
  • Chapter 1: Project Selection and Criteria
  • Chapter 2: IRS Requirements and Public Benefit
  • Chapter 3: Site Inspection
  • Chapter 4: Project Planning
  • Action Plan
  • Glossary
  • Index

Course Materials: Member of LTA: Download PDF, Non-member: Purchase PDF

Results

The Land Trust Alliance through its membership represents the majority of private land trust organizations in the United States. Its 'Land Trust Standards and Practices' of which this is a part, represent the accumulated wisdom of the field and are considered best practice.

Limitations

Land Trust Alliance course materials are furnished as tools to help land trusts implement Land Trust Standards and Practices. They are provided with the understanding that the Land Trust Alliance is not engaged in rendering legal, accounting or other professional counsel. If legal advice or other expert assistance is required, the services of competent professionals should be sought. The Land Trust Alliance makes no assurances that land trusts attending or completing these courses will be granted accredited status by the Land Trust Accreditation Commission. The Land Trust Alliance is solely responsible for the contents of this book.

 

The self-assessments contained in this book are for training purposes only. They are not designed or intended to determine if your land trust is ready for accreditation.

 

Completing a course does not necessarily demonstrate that an organization is actually carrying out the practice. Therefore, the Land Trust Accreditation Commission will examine documents and information in project files to verify that each indicator practice is being carried out in the land trust applying for accreditation. This course and others in the curriculum are designed to help your land trust understand how to implement the practices.

 

Please note:

 

  • The curriculum is not required for accreditation; and
  • Completing the curriculum will not guarantee accreditation.
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