CLIENT FILE CHECKLIST



Checklist for Contract Folder Assembly Client/Business:Phone:Site Address:Email:Planner(s):This checklist shall be used to organize the contents of conservation program contract folders. First Cover – Program Application & Contract FORMCHECKBOX Contract File Checklist FORMCHECKBOX Client’s FOIA release* FORMCHECKBOX NRCS-CPA-1202 Conservation Program Contract and Appendix FORMCHECKBOX Application Evaluation and Ranking Worksheet FORMCHECKBOX NRCS-CPA-1200 Conservation Program Application and Appendix FORMCHECKBOX Limited Resource Farmer, Rancher, or Forest Owner Self-Certification* FORMCHECKBOX Beginning Farmer or Rancher Self-Certification* FORMCHECKBOX Socially Disadvantage Farmer or Rancher Self-Certification* FORMCHECKBOX Irrigation History Self-Certification* FORMCHECKBOX Agricultural Producer Eligibility Self-Certification* FORMCHECKBOX Organic Certification* FORMCHECKBOX Joint Agreements* FORMCHECKBOX CCC-901 Member’s Information* FORMCHECKBOX AD-1026 HELC and WC Certification FORMCHECKBOX FSA-211 Power of Attorney FORMCHECKBOX CCC-926 Payment Eligibility Average Adjusted Gross Income Certification FORMCHECKBOX Concurrence from Joint Landowner* FORMCHECKBOX Concurrence Letter from Owner* FORMCHECKBOX Signature Authority for business or other participant representative * FORMCHECKBOX Proof of land ownership or control (deed, lease agreement, grazing permit, water rights) FORMCHECKBOX NRCS-CPA-152 Conservation Program Contract Transfer Agreement FORMCHECKBOX FORMTEXT ?????Second Cover – Assistance Notes andCorrespondence FORMCHECKBOX Conservation Assistance Notes FORMCHECKBOX General correspondence (ordered by date, most recent on top) FORMCHECKBOX NRCS-CPA-13 Contract Review* FORMCHECKBOX NRCS-CPA-153 Agreement on Non-Compliance FORMCHECKBOX Termination/Cancellation Letter* FORMCHECKBOX Appeals and Mediation Records* FORMCHECKBOX FORMTEXT ?????* Required, if applicable to conservation plan, contract, or required by the field office. Italicized items are contract items.Non-italicized items are conservation plan items which should also be included in a contract folder. If a copy of the item is not included in a contract folder, note its location on this checklist. For example, include the notation “Located in cons plan folder.” after the item.Checklist for Contract Folder Assembly (Continued)Third Cover – Maps FORMCHECKBOX Conservation Plan Map & Legend FORMCHECKBOX Directions (Location) Map & Legend FORMCHECKBOX Soil Map & Legend Fourth Cover – Conservation Plan FORMCHECKBOX Conservation Plan FORMCHECKBOX AD-1155 Conservation Plan/Schedule of Operations FORMCHECKBOX AD-1156 Modification/Revision of Plan Schedule*Fifth Cover – Practice InstallationInformation FORMCHECKBOX Practice Jobsheets FORMCHECKBOX Engineering Designs (Drawings, Specifications, O&M Plans). Location if not in the file: FORMTEXT ????? FORMCHECKBOX NRCS-CPA-52 Environmental Evaluation Worksheet FORMCHECKBOX Section 7 ESA compliance documentation FORMCHECKBOX Cultural Resources Compliance Documentation (Filed separately from contract folder located): FORMTEXT ?????Sixth Cover – Practice Application Information FORMCHECKBOX Check-out and certification notes attached to applicable payment FORMCHECKBOX Practice implementation data supplied by technical service providers* FORMCHECKBOX NRCS-CPA-1245 Practice Approval and Payment Application FORMCHECKBOX SF-1199A Direct Deposit Sign-Up Form or NRCS-FNM-60 Electronic Funds Transfer Hardship Waiver Request (Filed separately from contract folder located): FORMTEXT ?????* Required, if applicable to conservation plan, contract, or required by the field office. Italicized items are contract items.Non-italicized items are conservation plan items which should also be included in a contract folder. If a copy of the item is not included in a contract folder, note its location on this checklist. For example, include the notation “Located in cons plan folder.” after the item. ................
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