Checklist for Managing Contractual Risks

This checklist suggests policies, procedures and practices that can address risks that arise in each phase of the financial management cycle.

This template is checklist land trusts can use when considering a potential grant or contract.

Land trusts should use this checklist for every transaction. While not intended to be a complete list of topics that may be covered, the checklist includes certain matters that the Treasury Regulations require every conservation easement to address.

This is a handy checklist for transactions from the Tax Benefits and Appraisals course book.

A sample conservation easement violation process checklist from the accredited Columbia Land Trust.

Materials from Mark Pennington's Rally 2012 presentation on managing hazardous substance risks in conservation transactions.

Sample baseline documentation checklist from the accredited Leelanau Conservancy.

Engaging legal counsel to negotiate and draft a conservation easement is critically important. This checklist contains questions you should ask an attorney or their references before you hire them.

This is a checklist for reviewing an IRS qualified appraisal and Form 8283 from the accredited the Society for the Protection of New Hampshire Forests