Resources for Grantees

Typical Process of Receiving San Francisco Bay Restoration Authority Grants

The typical sequence of activities for receiving San Francisco Bay Restoration Authority grants, from submitting a project application to submitting a final invoice, can be read here.


Board Resolution

Grant recipients are required to have their governing board adopt a resolution providing authority for the organization to enter into the Restoration Authority’s grant agreement. This resolution template can be used by grantees as a draft in developing their resolution.

Download the Resolution Template


Work Program

For most projects other than acquisitions, the grantee will be required to prepare a Work Program, including budget and schedule that must be approved by the Conservancy before the Authority will approve the disbursement of any funds to the grantee. The documents  linked below provide a guide for developing work programs. Note that complicated project budgets should be prepared and presented in Excel (or another spreadsheet program) rather than in a Word document.

Download the Work Program Template

Download the Budget Template


Community Engagement

Community engagement increases the long-term success of most projects. The State Coastal Conservancy’s Tips for Meaningful Community Engagement can be found here.


Acknowledgement, Signage and Authority Logos

The Authority requires grantees to acknowledge its financial support of projects.  Guidance on preparing an acknowledgement plan as well as signage and logo-use instructions can be found below:

JPEGs of the Authority's logo and the logo for Measure AA funding can be found below (click the link; then right-click and Save Image). For vector files, please contact your Grant Manager or 



Invoices submitted to the Conservancy for payment must be mailed in to:

Attn: Contracts

San Francisco Bay Restoration Authority

1515 Clay Street, 10th Floor

Oakland, CA 94612

And must include the following:

  • Completed Request For Disbursement (RFD) Form. Please download and fill out this PDF (OR this Excel sheet with two tabs) and submit the document with an original signature, printed single-sided in Portrait orientation. Please note that because an original signature is required, electronic copies of RFDs will not be accepted. See RFD instructions for more information. Please also refer to the COSTS AND DISBURSEMENTS section of your grant agreement for additional information on what costs are eligible for reimbursement.
  • Backup documentation of all charges on the RFD.
  • Progress report on work completed during the period covered by the RFD and broken down by task.


Project Labor Agreements

Restoration Authority grant agreements require a project labor agreement (PLA) for any construction project where (a) the total cost of the project exceeds $500,000, and (b) the Authority’s funding exceeds 10 percent of the total project cost. A PLA is an agreement between a project owner and a local building and construction trades council that sets forth the terms and conditions of employment on a construction project. A PLA provides assurances for workers regarding job conditions and assurances for project owners on timely completion.


Lessons Learned Report Template

At project completion, the grantee will need to submit a report describing whether the project met the project goals and information learned from project implementation that could help others more effectively implement similar projects. Access the Lessons Learned Report template here.