STATEMENT OF WORK.pdf

STATEMENT OF WORK

Enterprise Team-Virtual Timber Training

Background

One of the areas identified in the “Task Force Report: Issues and concerns on costs of sale preparation and cruising in the U.S. Forest Service” was a lack of comprehensive training for sale preparation personnel. Currently there is no comprehensive or coherent training schedule described in The Forest Service Manual or Handbook for sale preparation personnel. Personnel may lack the timber sale preparation training required for efficient and effective timber sale preparation, especially for more complex restoration prescriptions. Timber sale preparation has become more complex due to different timber sale preparation authorities and the increased pace and scale of restoration. This result, in some cases, inefficient use of resources or incomplete results on the ground, or both. A syllabus and several PowerPoints and other teaching materials have been pulled together. With increased targets, retirements, and a shortage of personnel, regional forest management directors have requested a vendor sponsored approach be considered.

Additionally, the 2014 Farm Bill expanded the use of Designation by Prescription. Before that, only stewardship contracts could use DxP. Other sales were guided by Sec. 14(g) of the National Forest Management Act of 1976 [16 U.S.C. 472a(g)] which requires the physical designation or marking of trees or forest products for timber sale harvests. The 2014 Farm Bill authorizes the Forest Service to designate harvest material through description (describing specific characteristics of trees for harvest, such as a certain species of tree with a given stump diameter) or prescription (prescribing the desired post-harvest characteristics, such as thinning a stand to a specific basal area), instead of physically designating or marking individual trees for harvest. This is a relatively new authority for the Forest Service and has been implemented in some timber sales throughout the nation. Sale administration tends to be more intensive on DxP sales. DxP sales must be scaled (vs. pre-measured) using one of the appropriate scaling methods, and this needs to be part of the class too. Sample weight scaling, one of the approved scaling methods, should be discussed and be part of the class materials.

The 2014 Farm Bill also gave the USFS permanent authority to use End Result Stewardship Contracting to accomplish restoration goals. According to the Forest Service Handbook 2409.19 - Renewable Resources Handbook, Chapter 60 – Stewardship Contracting, § 65.21 - Contracting Officer and Grants Management Specialist Qualifications requires that Contracting Officers shall complete at least 24 hours of training related to stewardship contracts and agreements prior to being delegated as a Contracting Officer on a stewardship contracting project. Training may include National, Regional, or Forest sponsored stewardship sessions and hands-on training in planning and implementing a stewardship project. There is no separate certification process for Stewardship Agreement administration. Hours toward the minimum training requirement should be documented as part of the employee’s Level I or Level II training record. Stewardship training can consist of Formal Agency Training (FAT) and On-the-Job Training (OJT).

Contractor Responsibility: The Contractor shall provide everything--including, but not limited to, all equipment, supplies, transportation, labor, and supervision--necessary to complete the project, except for that which the contract clearly states is to be furnished by the Government.

Project Description and Location

Description: Virtual timber training sessions include Basic Timber Sale Preparation, Designation by Prescription and End Result Stewardship Contracting.

Location: All training sessions will be delivered virtually to a nationwide audience. Specific dates and times are undetermined at this time, however, vendor will coordinate with Contracting Officer Representative (COR) as virtual sessions may be delivered using adjusted schedules (e.g. over four days).

Each of the noted training sessions require 24 hours of instruction to fullfill training requirements.

Class size for each training session could be up to 90 participants as each training session would include antendees from multiple regions. An example is below:

Regional Groupings of Antendees for all Virtual Training Sessions

5,6,10

1,4

2,3

8,9

It is anticpated that for each of the training offerings, there will be three scheduled virtual training sessions with the potential of one or two additional classes as determined by the COR and as funding allows.

At the end of each training session, Contractor shall provide a certifciate of completion for each attendee.

Contract Period of Performance

The period of performance consists of a base year and four ordering periods for a total of five years of possible support. The period of performance shall be as follows:

Ordering Period One: September 29, 2021 through September 28, 2022

Ordering Period Two: September 29, 2022 through September 28, 2023

Ordering Period Three: September 29, 2023 through September 28, 2024

Ordering Period Four: September 29, 2024 through September 28, 2025

Ordering Period Five: September 29, 2025 through September 28, 2026

All operation periods are contingent upon availability of funds and satisfactory Contractor performance.

Each option year will require significantly less preparatory work because material will only have to be updates. We anticipate up to nine virtual training sessions; three sessions each for Basic Timber Sale Preparation (BTSP) Designation by Prescription (DxP) and End Result Stewardship course (ERSC) with the possibility of additional classes if requested by COR and as funding allows.

Contractor-Furnished Materials

Contractor needs to have a digital platform, including equipment, to deliver all virtual training sessions.

Training certificates-part of the deliverable

Government-Furnished Equipment

All course materials will be shared with contractor. All course content that has updated/ refined will be the property of the USFS.

Deliverables

Deliverable 1-Basic Timber Sale Preparation (BTSP):

The first course will be a national 24-hour course divided into twelve modules. The intended audience are Forest/District level pre-sale preparation employees, transportation engineers and resource specialists who are trying to implement some sort of prescriptive vegetation treatment in the field.

There may be a need for other Acquisition or Forest Management related topics as needed. The USFS can provide manual, handbook references, existing stewardship course, and other background material.

The vendor would be responsible for the updating of the course materials for the class (a class currently exists), which includes the narrative, instructor notes, digital workbook, and class exercises. The National Training Cadre also needs to be involved in the final development of the course material. The syllabus needs to be dynamic and is dependent on attendees and location.

Milestones and Actual Tasks and Deliverables

• September 25, 2021 -- Prep work begins on course material. Vendor will receive any manual, handbook references, and other background material from the USFS.

• November 15, 2021: Draft of BTSP training modules and materials sent to the National BTSP Training Cadre for initial review

• December 15, 2021: Second draft of BTSP training modules and materials with incorporated feedback from National BTSP Training Cadre sent for final review

• January 10, 2022: Completed final stewardship training modules with all materials, including any course materials for the class, which includes all narratives, PowerPoint presentations, instructor notes, digital workbooks, and any class exercises sent to USFS.

Date for the virtual training sessions have yet to be determined

Certificates of Completion for Basic Timber Sale Preparation virtual sessions will be provided to all attendees.

Regional Groupings of Attendees for all Virtual Training Sessions

5,6,10

1,4

2,3

8,9

Deliverable 2-Designation by Prescription (DxP):

The second course will be on how to successfully implement Designation by Prescription, a technique to describe the removal of timber as stated in the Agricultural Act of 2014, a.k.a. the Farm Bill. Course material shall include all aspects of Interim Directive id 2440-2016-1, effective 10/19/2016 and any subsequent updates. The course should also include reference to and how Forest Service Manual 2400 (Zero Code) and Forest Service Handbook 2409.18 (all relevant chapters) integrates with the authority to use DxP. Timber Sale Administration is integral to the success of DxP, so relevant portions of FSM 2450 and FSH 2409.15 should also be incorporated into the course.

The USFS can provide manual, handbook references, and other background material. The vendor would be responsible for completion of the course materials for the class, which includes the narrative, instructor notes, digital workbook, and class exercises. The successful bidder would be given the option to teach up to four classes with no further solicitation by the USFS unless the option is declined. The USFS would also protect the confidentiality of developed course material. The syllabus needs to be dynamic and is dependent on attendees and location. The USFS can provide other materials as requested. Any photographs used must be in the public domain. The USFS has a library of photographs that may be reviewed and used. The vendor will work closely with the National Timber Sale Preparation Team to finalize the curriculum. Some documents are available, such as “Region 3 guidelines for the use of designation by prescription (DxP) on timber sales and stewardship contracts” and “Improving Sale Prep Efficiency and DxP Implementation Strategy”.

Scope 1

DxP: This will be a national 24-hour course with six modules of content. The intended audience is Forest/District level presale preparation employees, transportation engineers, Timber Management Assistants, Silviculturists, Sale Administrators, Contracting Officers, Regional/and or Forest Measurement specialists, check cruisers, and resource specialists who are trying to implement and administer some sort of prescriptive vegetation treatment in the field. External partners could be invited too. Class size is expected to up to 90 participants.

DxP: Course times and dates are undetermined currently.

Certificates of Completion for Designation by Prescription virtual sessions will be provided to all attendees.

Regional Groupings of Attendees for all Virtual Training Sessions

1,4

1. Milestones - Actual Tasks and Deliverables.

November 15th: Day 1 teaching materials completed

December 15th: Day 2 teaching materials completed

December 31st: Day 3 teaching materials completed

January 31st: Course completed

• September 29, 2021 -- Prep work begins on course material. Vendor will receive any manual, handbook references, and other background material from the USFS.

• November 15, 2021 – First draft of training modules is complete and ready to be reviewed by

National DxP Training Cadre

• December 1, 2021 – Receive feedback from National DxP Training Cadre and incorporate into training

• December 15, 2021 - Second draft of training modules with incorporated feedback from National DxP Training Cadre are complete and ready for final review

• January 10, 2022 – Complete final form of training ready to be taught

Deliverable 3-End Result Stewardship Contracting (ERSC):

The third course will be on End Result Stewardship Contracting, including how to successfully develop and implement Integrated Resource Timber Contracts, Integrated Resource Service Contracts, Stand-alone Service Contracts (paid for with retained receipts) and Stewardship Agreements. There may be a need for other Acquisition or Forest Management related topics as needed. The USFS can provide manual, handbook references, existing stewardship course, and other background material. The vendor would be responsible for the updating of the course materials for the class (a class currently exists), which includes the narrative, instructor notes, digital workbook, and class exercises. The successful bidder would be given the option to teach up to four classes with no further solicitation by the USFS unless the option is declined. The Forest Service would also protect the confidentiality of developed course material. The National Stewardship Training Cadre also needs to be involved in the final development of the course material. The syllabus needs to be dynamic and is dependent on attendees and location.

Scope 2

This will be a national 24-hour course divided into eleven modules of content so each module could be taught on its own or combined for the 24-hours. The intended audience is Forest/District level Timber and Acquisition Contracting Officers, G&A Specialists, Timber Management Assistants, and other Program Managers interested in more in-depth training on these particular topics. Typical grades of class participants are GS 9/11/12. Class size is expected to be up to 90 participants per session.

ERSC: Course times and dates are undetermined currently.

Certificates of Completion for End Result Stewardship Contracting virtual sessions will be provided to all attendees.

Regional Groupings of Attendees for all Virtual Training Sessions

1,4

2. Milestones and Actual Tasks and Deliverables

• September 25, 2021 -- Prep work begins on course material. Vendor will receive any manual, handbook references, and other background material from the USFS.

• November 15, 2021: Draft of Stewardship training modules and materials sent to the National Stewardship Training Cadre for initial review

• December 15, 2021: Second draft of Stewardship training modules and materials with incorporated feedback from National Stewardship Training Cadre sent for final review

• January 10, 2022: Completed final stewardship training modules with all materials, including any course materials for the class, which includes all narratives, PowerPoint presentations, instructor notes, digital workbooks, and any class exercises sent to USFS.

Items for Each Deliverable

Mandatory Items

Description Unit of Measure

1. Existing course content refinement

Contractor to update and refine government furnished property (previous training materials, develop instructional 508 compliant Power Point course materials and course study guide.

Firm Fixed Price

2. Training and Delivery September 29, 2021 through September 28, Deliverables:

Contractor to teach nine virtual sessions, three sessions for each course noted. Additionally, contractor responsible for preparing training materials and presenting virtual training sessions

Three BTSP virtual sessions Three DxP virtual sessions Three End Result Stewardship Contracting virtual sessions

Optional Description Unit of Measure

Additional Training Module Development

Contractor to provide additional training modules based on feedback from training sessions or from Forest Service requirements. (1 to 3-hour topics).

Firm Fixed Price

Facilitation of Meetings Contractor provided meeting facilitator, 1 to 3 days with desired outputs. Deliverables would include meeting note generation and reports with follow on agency actions.

Firm Fixed Price

Writer-Editor Handbook Analysis

Contractor to cross-reference current Handbooks and Policy related documents pertaining to Stewardship Contracts and Agreements.

Addendum

Basic Timber Sale Preparation Sample Syllabus-Can be Modified by Agreement Between Vendor and COR to achieve 24 hours of instruction.

a. Day 1

Time Topics (Suggested Reading FSM 2400, FSH 2409.12, FSH 2409.18, FSH 2409.19)

8:00-9:15 a.m. Unit 1 Course Introduction

▪ Introductions Acknowledgements Review Course Syllabus and Narrative

▪ Review Course Agenda

9:15-9:45 a.m. Unit 1 Attributes of a Quality Timber Sale; Pitfalls in Timber Sale

Preparation Case Study http://www.fs.fed.us/cgi-bin/Directives/get_dirs/fsm?2400 http://www.fs.fed.us/cgi-bin/Directives/get_dirs/fsh?2409.12!

http://www.fs.fed.us/cgi-bin/Directives/get_dirs/fsh?2409.18!

http://www.fs.fed.us/cgi-bin/Directives/get_dirs/fsh?2409.19!

▪ Group Discussion

9:45-10:00 am Unit 1 Review Questions

10:00-10:15 a.m. Break

10:15-11:15 a.m. Unit 2--Forest Service Timber Sale Preparation Performance Expectations

▪ FS Legislative Authorities and Directives FS Gate System Roles and Responsibilities Program and Project Planning, Leadership, Management

11:15-11:45 a.m. Unit 2 Rim Fire Case Study

11:45 a.m.-noon Unit 2 Review Questions

12:00-1:00 p.m. Lunch

1:00-2:15 p.m. Unit 3--Timber Sale Project Development (Gate 1)

▪ Strategic Planning Project(s) Planning Clear Directives and Understanding

▪ Purpose and Need Scoping Assigned Roles and Responsibilities

▪ Feasibility Analysis Work Scheduling and Budget

b. Day 2

8:00-8:45 a.m. Unit 3 Blowout Timber Sale Case Study

8:45-9:00 a.m. Unit 3 Review Questions

9:00-10:00 a.m. Unit 4 Timber Sale Project Design and Decision Process (Gate 2)

▪ Tactical Planning NEPA Planning and Decision Process Project Scoping

▪ Forming the Interdisciplinary Team Roles and Responsibilities

▪ Meeting Management Evaluating Resource Input Developing

Alternatives and Determining Effects Line Officer Involvement/Decision

Making Design Criteria Additional Training

10:00-10:15 a.m. Break

10:15-10:45 a.m. Unit 4 Continued

10:45-noon a.m. Unit 4 Cottonwood CE and DM Case Study and Review Questions

12:00-12:45 p.m. Lunch

12:45-1:15 p.m. Unit 5 Timber Sale Project Implementation (Gate 3)

▪ Operational Planning Implementation of NEPA Preferred Alternative and Forest Plan Finalizing Silvicultural Rxs Finalizing Logging Plan and

Unit Layout Finalizing Fuel Treatment Plan Finalizing Project

Transportation Plan and Required Surveys Developing K-V, BD, SSF and/or Other Needed Plans

▪ Location and Designation of Skid Trails, Landings, Cable Corridors, etc.

▪ Locate and Flag Protected Areas (e.g., Archaeological, T&E, etc.)

Locate and Flag Streamside Management Zones Implement NEPA

Directed Mitigations

1:15-2:00 p.m. Unit 5 Timber Sale Project Implementation (Gate 3 continued)

▪ Marking Timber Cruise Timber Scaled vs. Tree Measurement Sales

▪ Develop Contract Maps Develop Timber Sale Cruise Report Options for Contracting Work (e.g., TEAMS, Strike Team, Force Account) Begin to Develop Appraisal

2:00 -2:30 p.m. Technology Presentation – Updates & tools for the Job

c. Day 3

8:00-8:30 Unit 5 Doghouse Timber Sale Case Study

8:30-8:45 Unit 5 Doghouse Timber Sale Case Study review d.

8:45-10:00 a.m. Unit 6 Advertise Timber Sale (Gate 4)

▪ Operational Planning Appraisal Preparation and Finalization Types of Appraisals Aspects of Appraisal Common to all Regions Types of

Timber Sale Contracts 2400-6 Timber Sale Contract Requesting

Special C Provisions

▪ K-V Plan, BD Plan, and/or SSF Plan Line Officer Certification

10:00-10:15 a.m. Break

10:15-11:00 a.m. Gate 4 Continued

11:00-11:45 a.m. Unit 6 Doghouse Timber Sale Appraisal Case Study

11:45-12:30 a.m. Lunch

12:30-1:00 p.m. Unit 7 Bid Opening (Gate 5)

▪ What to Include... Bid Form Prospectus Sealed Bids

Conducting an Auction Sample Contract

1:00-1:45 p.m. Unit 7 Doghouse Bid Opening Case Study and Review Questions

1:45-2:15p.m Unit 8 Award a Contract (Gate 6)

2:15-2:30p.m. Q&A

e. Day 4

8:00-09:00 a.m. Unit 9 Stewardship Contracts and Agreements

Overview History Contract Types Integrated Resource Timber Contract (IRTC) Integrated Resource Service Contract (IRSC) Stewardship Agreements

9:00-10:15 a.m. Unit 10 Trust Funds, e.g., K-V, BD, SSF

▪ Applicability, Importance, and Use Roles and Responsibilities Timelines and Scheduling When to Collect Authorized Uses Collection Authority

▪ Examples SSF Qualifying Sales Plan

10:00-10:15 a.m. Break

10:15-11:00 a.m. History of Timber Operations in the USA and Forest Service

11:00-12:00 p.m. Unit 12 Staying Focused, Organized and Who Are You Gonna Call

▪ Good Documentation, e.g., Sale Preparation Folders and Digital Records

▪ Good Project Leadership and Management Project Planning and Scheduling

▪ Sale Preparation Task Book Establishing a Network of Mentors and Experts

DxP Sample Syllabus- Can be Modified by Agreement Between Vendor and COR to achieve 24 hours of instruction.

Day One:

0800-0845 Course Introduction

0900-1030 DxP – what it is (DxP vs DxD, where is DxP appropriate; in what type stands and conditions based on the desired outcome).

• Overview of section 8303 of Farm Bill

• NFMA requirements/exceptions

• FSM 2440 -2442 provide direction

• Regions are supposed to provide additional more specific direction

• Delegations of authority

• Approvals for use

1030-1200 Developing the Prescriptions/Marking guides (include some dos and don’ts)

• In all cases keep it simple (complicated prescription is a poor fit for DxP)

• Considerations: tree designation will be post-award therefore tree selection criteria needs to be a straightforward crosswalk of marking guide-to-implementation

• Discuss requirements for CO and DR to sign off on the cruise plan/determine that DxP is appropriate.

• Clearly identify prescription criteria to use for which trees will be cut or left to use in the cruise and that will be carried forward into the timber sale/stewardship contract to determine compliance.

1200-1300 LUNCH

1300-1445 Pre-sale implementation (cruising and sale layout concerns, prescription and contract development)

• Process for development of weight factors

• Prescription development: Objective of treatment, examples of good-fit for DxP

• Cruise design/implementation:

o focus on key points that are unique to DXP vs. pre-marked/designated timber o clarify what a post-harvest cruise involves; per FSM 2440.01 o considerations: cruise design; need for pre-determination of tree designation o means for determining/sampling trees that will be designated for removal (see FSM

2441.22) o area-based (area determination or tree-based, stratification)

• Layout considerations ex: can resource protection needs be provided through design or will additional marking by the agency be necessary to assure protections?

• Considerations for boundary designation?

• Contract development:

• Use of C2.355# (and stewardship counterpart K-C.3.5.5#) provision language, fill-in criteria

• Use of C6.36# (“) examples.

• prospectus language

1600- 1700 Digital Prescription Guide (overview only; capabilities/potential)

Day Two:

Field trip – will be controlled by: example projects, process, prescriptions that are being applied on the hosting region/forest, and latest technology. Forest Service personnel will assist with the field trip.

Day Three:

0800-1045 Scaling - Scale Sites and Weighing Services Agreements

1100- 1200 Sale Administration

• Discuss process to set up certified weight scale – Hauling Plan, Accountability Plan, Weighing

Services Agreement, Scaling Zone, etc. See the R8 website under Catastrophic Events to get a list of these items

• inspection forms and acceptance provision requirements

• log accountability considerations

• Contract remedies for when the purchaser/contractor does not meet the criteria for cut/leave selection -importance of coordination between presale and administration as it pertains to

Weight Scaling requirements of contract provision B6.814 Weighing Services

• compliance with log accountability requirements

• compliance with route of haul B6.841

• scale checks

1200 – 1300 LUNCH

1300- 1400 Sale Administration (continued)

1415-1600 Law Enforcement and Legal Perspectives (Coordination and LE&I involvement; how to resolve any issues of undesignated timber cut)

1600-1630 Presale considerations relevant to scaling/ specific to weight scaling

• cruise standards

• contract development

1630-1700 Course Wrap-Up

End Result Stewardship Sample Syllabus- Can be Modified by Agreement Between Vendor and COR to achieve 24 hours of instruction.

DAY ONE:

0800-

a. WELCOME Introductions

b. Training Objectives

0900-

I. STEWARDSHIP AUTHORITY

a. The Law

b. The Benefits and Use of Stewardship, an overview

i. Goods for Services

ii. Retained Receipts

iii. Allowable Work Activities

iv. Non-allowable Work Activities

v. Long Term

vi. Best Value

c. Types of Stewardship Instruments (very short introduction here)

i. IRTC

ii. IRSC

iii. Procurement service contract

iv. Agreements

d. Authorities and Delegations

i. Timber Disposal Authority

ii. Procurement Authority

iii. Agreement Authority

e. Resources

1000-

II. STEWARDSHIP REQUIREMENTS:

a. Requirements common to all instruments (IRTC, IRSC, Agreements)

i. Collaboration

ii. NEPA

iii. Government Estimates and Timber Sale Appraisals

iv. Stewardship Proposal and Approval

b. Stewardship Instrument Selection

i. IRTC

1. Overview and how differs from traditional Timber Sale

2. Retained Receipts

3. Contract Administration Team

ii. IRSC

1. Overview and how differs from traditional Procurement

2. Different types of IRSCs (IDIQ, Requirements, Multiple Year vs.

Multi-Year)

3. Financing and Funding the IRSC

4. Contract Administration Team

iii. Procurement Service Contract

1. Use of Retained Receipts for service contract

iv. Stewardship Agreement

1. Difference between stewardship contracts and agreements

2. Master Agreement with SPAs vs. project-specific agreement

3. With and without timber removal

4. G&A authority and chain of command

5. Role of Timber CO and Inspectors

6. Overview of Matching Requirements

1200-

LUNCH BREAK

1300-

IRTC:

STEWARDSHIP PROCESS: BUILDING THE IRTC

a. (Project Package submitted to Timber CO)

1. RF Approval Document

2. Timber Appraisal and Government Estimates

3. 2400-13 or 2400-13T

i. National Provisions & Regional Provisions (A, B, C … K)

ii. Contract Area Map

4. Evaluation Criteria – Day 3 Special Topic 5.

b. Advertising and Awarding an IRTC – An Overview

1. Timber Mailing Lists

2. Pre-bid conference

DAY TWO:

IRTC (Con’t)

c. OIG Audit

d. Evaluation Criteria & Source Selection (Best Value)

e. Reporting

f. Contract Administration Topics

g. Contract Clauses

h. Fire Liability

1045-

IRSC

STEWARDSHIP PROCESS: BUILDING THE IRSC

a. The Request for Contract Action Package

1. FS-6300-4 Request for Contact Action

2. RF Approval Document

3. Funds Commitment Documentation (Non-IAS transaction)

4. Government Estimates & Timber Appraisal

5. Project Requirements Package

i. Choose a Contract Template (Construction or Commercial)

ii. The Schedule of Items

iii. General Contract Requirements/Specifications

iv. Appendices A-D

v. Attachments (Contract Area Map, Other Maps, Etc.)

6. Suggested Sources

b. Advertising and Awarding an IRSC – An Overview

1. FBO, Timber Mailing Lists

2. Pre-Proposal Conference

1200-

LUNCH BREAK

1300-

STEWARDSHIP PROCESS: BUILDING THE IRSC (Con’t)

1430-

c. OIG Audit

d. Evaluation Criteria & Source Selection (Best Value)

e. Reporting

f. Contract Administration Topics

g. Contract Clauses

h. Fire Liability

1630-

STEWARDSHIP PROCESS: STAND-ALONE SERVICE CONTRACTS

DAY THREE: MORNING SESSION

AGREEMENTS:

STEWARDSHIP PROCESS: BUILDING THE AGREEMENT

a. Breaking down the selection of Master/SPA or stand-alone SA

b. What topics are addressed in Master, what should be in SPA/SA

c. Pre-work negotiation

d. Financial Plan

e. Indirects, Matching and FS non-cash

f. Stewardship Agreement Administration; Considerations for Development, Initiation of Work, Financial and Performance Monitoring, Modification and Closeout of Stewardship Agreements,

g. OIG Audit Findings Discussion

h. Fire Liability

i. Other Stewardship Agreement BIN Items for Discussion and Wrap Up

j. Next Steps and EZFED Grants

1200-

LUNCH BREAK

1300-

III. FINANCE AND ACCOUNTABILITY

c. Project Financial Plan

i. Financial Plan Requirement

ii. Utilization of Stewardship Credits

iii. Utilization of Cash

iv. Invoicing

d. Product Accountability – Timber Product Accountability Action Plans

i. Scaling Form and Instructions

ii. Accountability for Ticket Books

iii. Ticket Book Tracking

iv. Brands and Brand Assignment Forms

v. Scaling Forms

e. Timber Sale Accounting

i. TSA System Overview

ii. Progress Report for Stewardship Payments and Credits spreadsheet

iii. Timber Payment Guarantees

iv. Deferred Billing

v. Close out (source documents and timing

1600-

IV. SPECIAL TOPICS

a. INTRODUCTION TO TRIBAL FOREST PROTECTION ACT

1630-

V. CLOSING COMMENTS AND ADJOURN