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Schedule of Dedicated and Restricted Funds

A completed Schedule of Dedicated and Restricted Funds (SDRF) must be submitted with each renewal pre-application.



Overview and Tips

The SDRF is used by the Commission to understand the financial reserves and dedicated or restricted funds your organization has available for the following purposes.
  • Operating expenses
  • Conservation easement stewardship
  • Conservation easement defense
  • Land management

Based on this information, the review team confirms that the land trust meets the funding requirements for easement stewardship and defense and/or for fee land management (as described in the Requirements Manual).

For renewal applications, the SDRF data must be no older than three months prior to the pre-application due date. Compare the SDRF with your most recent external evaluation for consistency in reporting.

You do NOT need to report on funds for specific projects for acquisition, special projects such as internships, etc. that are not related to stewardship, defense or land management.

 


Frequently Asked Questions

We examine the application data closely as part of our review in part to identify issues that would jeopardize your ability to become accredited. If at time of application we cannot confirm that your land trust meets the funding requirements, we will let you know as part of the Additional Information Request to give you the opportunity to confirm that the data in your application is accurate, or to provide updated accurate information, or to submit a funding plan as described in the Requirements Manual

If your organization maintains property-specific funds, list them individually and provide a separate total of funds available for general stewardship of holdings without property-specific funds.

No, please include only cash or cash equivalents; do not include funds pledges or other promises to give.

Page Updated 6/5/20