Policy 3.2.9 Management Plan Costs

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ISLANDS TRUST CONSERVANCY POLICY MANUAL 
 
ISLANDS TRUST CONSERVANCY 
BOARD POLICY 
 
 
 
 
Policy number: 3.2.9  
 
Title:  Management Plan Costs Policy 
 
Approved By:   Islands Trust Conservancy Board       
 
  Date: December 15, 1997            Resolution #:  97/178 
 
PURPOSE 
To provide guidelines regarding the costs the Islands Trust Conservancy will cover in preparing 
management plans for its properties and the process to determine what costs it will cover.  
BACKGROUND 
The  Islands Trust  Conservancy Plan  indicates that  the Islands  Trust Conservancy will  prepare  a 
management plan for each property it holds.  In some cases the Islands Trust Conservancy will 
hire  a  consultant  to  prepare  the  plan,  in  some  cases  the Islands  Trust Conservancy and  its 
partners  (e.g.  management  group  or  acquisition  partners)  will work  cooperatively  to  have  the 
management plan  developed,  and  in  some  cases  a  partner  or  management  group will  request 
to prepare the management plan internally for the Islands Trust Conservancy.  
 
The Islands  Trust  Conservancy Board  requires  policy  guidance  regarding  how  the  costs  of 
management plan development will be covered in each of these possible scenarios. 
Policy 
1. In  cases  where  the  Islands  Trust  Conservancy has  acquired  a  property  through  a  direct 
donation  or  acquisition,  generally,  the Islands  Trust  Conservancy will  hire  a  consultant  to 
prepare a management plan for the property. 
2. In   cases   where   a   property   has   been   acquired   through   efforts   of   the Islands   Trust 
Conservancy and other partners, the maximum costs to develop the management plan will 
be shared by the partners.  The maximum cost to develop the management plan and each 
partner’s share of that cost will be determined and agreed to prior to initiation of the plan 
development. 

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ISLANDS TRUST CONSERVANCY POLICY MANUAL 
3. If a consultant is hired to prepare the management plan the Islands Trust Conservancy will 
contract  the  services  of  the  consultant.  The Islands  Trust  Conservancy will  consult  with  its 
partners and try to choose a consultant that is acceptable to all partners. 
4. Partners  will  be required,  through  an  agreement, to  ensure  that  their  portion  of  the 
management  plan  cost  is  provided  to  the Islands  Trust  Conservancy in  sufficient  time  to 
enable the Islands Trust Conservancy to complete payment of the contract. 
5. If  a  partner  or  management  group  wishes  to  develop  the  management  plan  internally,  the 
costs  of  its  development  will  be  estimated  by  the  group  prior  to  initiating  development  of 
the  plan.    The  costs  will  be  presented  to  the Islands  Trust  Conservancy Board  and 
determined  as  per  paragraph  2.    The  partner  or  management  group  preparing  the  plan 
internally may request that the Board contribute toward the anticipated external costs.

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