Table 4 of the FA Guidance document details the type of substantial activities that would qualify the award as a cooperative agreement and compares them to the routine activities to be performed for all awards.
The user will choose the option(s) that best describes the FWS Substantial Involvement. These options were derived from the Financial Assistance Policy and Oversight guidance. Each option directly relates to an item listed in Table 4 of the guidance.
|Table 4 Substantial Involvement||HabITS Substantial Involvement Drop Down Options|
Participates and collaborates jointly with the recipient partner, volunteer, scientist,
technician or other personnel, in carrying out the scope of work, including training
recipient personnel or detailing Federal personnel to work on the project effort.
1. Worked with partner to determine roles in the project as documented in the agreement
2. Worked with partner to develop the agreement budget for the project
3. Worked with partner to carry out the scope of work
4. Worked with the partner in training personnel to complete conservation practices
Reviews and approves one stage of work before the next stage can begin.
|5. Reviewed and approved completed stage of work before the next stage began|
Reviews and approves, prior to recipient action, proposed modifications or sub-awards.
|6. Reviewed and approved proposed modification or sub-awards|
|Helps select project staff or trainees.||7. Helped select project staff and/or trainees|
Directs or redirects the work because of interrelationships with other projects.
|8. Directed or redirected the project work based on related projects|
Has power to immediately halt an activity if detailed performance specifications are not met.
|9. Halted an activity because detailed performance specifications were not being met|
Limits recipient discretion with respect to scope of work, organizational structure,
staffing, mode of operations and other management processes, coupled with close
monitoring or operational involvement during performance under the award.
10. Served in the project manager role to limit partner actions in scope of work, structure, staffing,
operations, and/or management, through close monitoring and involvement during the project
The FWS Service Role is an internal, program derived designation and more open ended than the FWS Substantial Involvement. The user will choose the option(s) that best describes the FWS Service Role.
If none of the options fit choose "Other". If "Other" is chosen it will be required to explain in the narrative.
|FWS Service Role General Categories||HabITS Service Role Drop Down Options|
Project design (includes surveying, layout, and equipment recommendations
1. Participated in project desing (survey, layout and recommendations)
|Construction Management and Oversight||2. Participated in construction management and oversight|
|Monitoring (Compliance or Biological)||3. Assisted with project compliance and/or biological monitoring|
|Budget Development||4. Coordinated with partner to develop budget and other funding sources|
|Project Delivery (FWS Biologist physically performs treatments)|
5. FWS Biologist (could be PFW, non-PFW etc) physically performed tasks to include
activities such as equipment operation, herbicide application, tree planting, or fencing
|Other||6. Other (describe in narrative box, required)|