Cattle grazing along a meandering creek in Oregon's Upper Klamath Basin at golden hour
A Proposal Prepared for Catena Foundation · PFC Resources LLC

Stewarding the Upper Klamath Basin — together.

LivWell Property Management proposes a two-year General Management partnership across PFC's 20,000+ deeded acres and 49,000 acres of leases — integrating ranch operations, restoration, and people into one disciplined, accountable operation.

A Note from LivWell

Take care of the land. Take care of the people. Do what you say you'll do.

Catena Foundation and PFC Resources are doing some of the most consequential conservation work in the American West — restoring ecosystem services on working lands while honoring Tribal, agricultural, and community partners across the Basin.

That mission deserves a management partner whose entire culture is built around stewardship, communication, and follow-through. That's what LivWell does every day across Central Oregon. We propose to extend that operating discipline — and a dedicated, on-the-ground senior team — to PFC's portfolio for the next two years.

"Good management is simple: do the work, do it well, and tell the truth about how it's going."

What we heard

The work, as we understand it.

01

Integrate the operation

Ranching, restoration, and admin functions must run as one accountable enterprise — not three parallel ones.

02

Establish financial discipline

Property-level P&L visibility, annual operating plans, and capital budgets across every ranch.

03

Deliver restoration outcomes

On-time, on-budget delivery of small and large-scale ecological projects, coordinated with grazing.

04

Build a high-functioning team

Cultivate teamwork, integrity, communication, and accountability across multiple ranches and locations.

05

Strengthen partner relationships

Klamath Tribes, neighbors, agencies, allotment owners, lessees, fire and county — trusted, respectful, proactive.

06

Manage risk & compliance

Water rights, grazing compliance, safety programs, fire planning, and equipment readiness.

Our approach

A management operating system, applied to working lands.

Cattle grazing on Oregon high desert ranchland

Operate the portfolio like one company

We bring LivWell's centralized back-office — accounting, HR, vendor management, work-order systems, reporting — to PFC, while keeping decision-making rooted on the ranches.

On-the-ground leadership in the Basin

A new full-time General Manager based in or near Klamath County, present at the properties weekly, owning P&L and day-to-day execution.

Senior strategic counsel

Shawn Jones joins the engagement as Senior Advisor — bringing decades of land, agriculture, and partnership experience as a thought partner to ownership and the GM.

Transparent reporting

Monthly property-level P&L, restoration project dashboards, and a quarterly strategic review with ownership. No surprises.

Scope of services

What LivWell will own.

Ranch Operations

  • Annual operating plans & P&L for each property
  • Grazing, cattle, agriculture, and capital improvement plans
  • Water rights tracking and regulatory compliance
  • Quality standards: fencing, water, grazing, infrastructure

Restoration Oversight

  • Accountability for project goals, timelines, budgets
  • Coordination between ag operations and restoration calendars
  • Support for small and large-scale ecological project delivery
  • Reporting against funder and partner deliverables

Leadership & Team

  • Direct management of ranch, restoration, and admin teams
  • Hiring, coaching, performance, and culture
  • Cross-location communication rhythms
  • Succession and capability planning

Partner Liaison

  • Klamath Tribes, neighbors, lessees, allotment owners
  • County, fire, roads, and agency coordination
  • Guest, recreation, and seasonal-use coordination
  • Issue escalation and proactive communication

Safety & Maintenance

  • Employee and guest safety program
  • Fire prevention and prescribed burn planning
  • Equipment repair, replacement, and PM schedules
  • First-aid readiness across all properties

Finance & Admin

  • Property-level accounting and monthly close
  • Budget vs. actual variance reporting
  • Vendor, insurance, and contract management
  • Centralized HR, payroll, and benefits administration
The team

Two new people, one experienced platform.

To honor this engagement, LivWell is adding a dedicated full-time General Manager to the team and bringing Shawn Jones in as Senior Advisor — both stood up specifically for PFC, and backed by the entire LivWell platform.

General Manager (new FTE)

John Nason

Dedicated to PFC · Klamath Basin

John brings 20+ years across ranch management, agriculture, construction, and business leadership — including 6 years running a large working Oregon ranch on-site, 10+ years managing a multi-million-dollar book at Hooker Creek Equipment & Supply, co-founding a multi-location ag & retail business, and a current senior leadership role at Nosler. As PFC's full-time GM, he owns property-level P&L, day-to-day operations, restoration coordination, partner relationships, and team leadership across the portfolio.

Senior Advisor

Shawn Jones

Strategic counsel

Joining the engagement as Senior Advisor to PFC. Brings decades of land, agriculture, and stewardship experience, partnering with ownership and the GM on strategy, hard calls, and key relationships.

LivWell Platform

The full team behind them

Ongoing support

Centralized accounting, HR, maintenance coordination, vendor systems, reporting, and leadership oversight from LivWell's existing team — no need for PFC to build it from scratch.

Team bios

The people PFC will actually work with.

Two senior leaders, dedicated to PFC for the life of this engagement — backed by the full LivWell platform. Below: who they are, what they've done, and why they're the right fit for Catena Foundation's mission in the Klamath Basin.

How we're organized for PFC

Two contracted roles, wrapped in LivWell support.

One point of accountability to PFC. John is the full-time GM on the ground; Shawn is his senior strategic partner. Nic owns the relationship with PFC; Amara runs the back office.

Catena Foundation

PFC

Client / Owner

LivWell — included

Nic Jones

Executive Sponsor · LivWell Founder

Single point of accountability to PFC

Contracted to PFC

Shawn Jones

Senior Advisor

Strategic partner to the GM

↕ Strategic partner ↕
Contracted to PFC

John Nason

General Manager (FTE)

100% dedicated · Klamath Basin

LivWell — included

Amara Spittler

Admin & Reporting Lead

Owns close, KPI dashboard, compliance

Ranch staff · Contractors · Vendors · Partners

Day-to-day operations under the GM

Contracted to PFC

John (FTE GM) and Shawn (Senior Advisor) — the two roles covered by the $444,444/yr fee.

Included LivWell support

Nic (executive sponsor) and Amara (admin & reporting) wrap the engagement at no incremental cost.

One escalation path

Anything that needs to rise above the GM goes Nic → PFC. No ambiguity, no committee.

General Manager · Dedicated to PFC

John Nason

Seasoned operator · 20+ years across ranch management, agriculture, construction & business leadership

John Nason is a seasoned operator and leader with more than 20 years of experience across ranch management, agriculture, construction, and business leadership. His background combines hands-on operational experience with the ability to lead people, oversee complex assets, and manage relationships across a wide range of environments.

John began his career managing a large working ranch in Oregon, where he lived on-site and was responsible for day-to-day operations including cattle, hay production, irrigation systems, equipment maintenance, and overall property management. Over six years, his role grew to include broader oversight of the property — supporting a privately owned operation with seasonal use while managing the land, equipment, and day-to-day responsibilities that kept everything running smoothly.

He went on to spend over a decade with Hooker Creek Equipment & Supply, managing a multi-million-dollar book of business while working closely with contractors, landowners, and agricultural operators throughout the state. During that time, he developed a strong working knowledge of heavy equipment, infrastructure, and land development, along with a broad network of trusted relationships across Oregon.

John also co-founded and operated a multi-location agricultural and retail business, where he was responsible for day-to-day operations and growth. That experience reinforced his ability to oversee multiple locations, support on-the-ground teams, and make decisions with both operational and financial impact in mind.

Today, John serves in a senior leadership role at Nosler, where he leads strategic partnerships and supports initiatives tied to brand, operations, and customer experience. He works closely across all levels of the organization — from production teams to executive leadership and ownership — with a focus on long-term relationships and execution.

What sets John apart is his ability to operate comfortably at both the ground level and the leadership level. He understands the day-to-day realities of running a property, respects the people doing the work, and focuses on identifying and solving problems early, before they become larger issues.

"I'm steady, direct, and dependable. I follow through, communicate clearly, and build trust over time — supporting the team that's already in place, improving systems where needed, and helping operations run more efficiently without unnecessary disruption."

Why John is a fit for Catena Foundation
  • Hands-on operator who has built and run businesses, not just managed them — translates directly to ranch-level P&L ownership.
  • Outdoor industry roots and an ag co-founder background give him fluency with the people, vendors, and culture of the Klamath Basin.
  • Built his career on trust, discretion, and long-horizon relationships — exactly what Catena's mission and partner ecosystem require.
  • Comfortable as the named, accountable face of the work to ownership, agencies, Tribes, and neighbors.
Senior Advisor · PFC engagement

Shawn Jones

Strategic counsel · Decades of land, agriculture & stewardship leadership

Shawn joins the engagement as Senior Advisor to PFC, partnering directly with ownership and the General Manager on strategy, hard calls, and the relationships that matter most. He brings decades of experience working at the intersection of agriculture, land stewardship, and rural community leadership across the West.

His career has spanned operating ranches, leading restoration and conservation work, and advising landowners and mission-driven organizations on long-term portfolio strategy. He's been the person ownership calls when the question is hard, the stakes are high, and the answer needs to balance ecology, economics, and community.

Shawn is the strategic lens on this engagement — pressure-testing the GM's plan, signing off on the monthly KPI report before it goes to PFC, leading quarterly deep-dives with ownership, and surfacing partnership and capital opportunities the day-to-day team might not see.

"Good land stewardship is patient work. My job is to make sure the day-to-day decisions still add up to the long-term vision Catena has for this landscape."

Why Shawn is a fit for Catena Foundation
  • Brings the long-view, mission-aligned judgment Catena Foundation expects on a landscape-scale portfolio.
  • Has actually done the work — restoration, water, grazing, partner negotiations — not just advised on it.
  • Trusted by the agencies, Tribes, and conservation organizations PFC will live alongside in the Basin.
  • Pairs naturally with John: Shawn brings the strategic lens, John drives the daily execution.
Founder · LivWell Property Management

Nic Jones

Relations & Operations · 12+ years in real estate

Nic is the founder of LivWell Property Management and guides client relationships and day-to-day operations with a people-first approach. He brings a thoughtful, easy-to-work-with style to property management, combining strong problem-solving instincts with over a dozen years of real estate experience to create better outcomes for owners, residents, and partners.

On this engagement, Nic is the executive sponsor — accountable to PFC ownership for the firm's performance, available for escalations, and the person who makes sure LivWell's full platform shows up behind John and Shawn every day.

"Good management is straightforward: clear communication, steady follow-through, and doing what you say you'll do."

Why Nic is a fit for Catena Foundation
  • Founder-level accountability — PFC has a direct line to the person whose name is on the firm.
  • Has built LivWell on the same values Catena Foundation operates by: transparency, follow-through, and care.
  • Oregon-rooted operator who knows the local people, vendors, and agencies LivWell will lean on.
Co-founder · Head of Administration & Reporting

Amara Spittler

Property Manager · Operations, admin & reporting lead

Amara is one of LivWell's founders and leads administration and reporting across the firm. Grounded in years of experience across the real estate industry, she is known for her attention to detail, organization, and genuine care for the people and properties she supports. She helps keep operations running smoothly and ensures everything is done thoroughly and with intention.

On this engagement, Amara owns the administrative and reporting backbone PFC will rely on every month — closing the books on time, producing the KPI report, and making sure nothing on the compliance, lease, or vendor side slips through the cracks.

"If it's worth reporting on, it's worth getting right the first time."

Why Amara is a fit for Catena Foundation
  • The reporting Catena Foundation expects every month is exactly the work Amara does every day.
  • Detail-driven and organized — the right person to own a clean monthly package and audit-ready records.
  • Founder-level ownership of the back office means PFC's reporting won't depend on a single junior staffer.
What success looks like

A 24-month roadmap.

Days 0–90
01

Listen, assess, stabilize

Onboard the GM. Walk every property. Meet every partner. Stand up reporting cadence and risk register.

Months 3–6
02

Operating plans live

Property-level operating budgets, restoration project plan, capital plan, and team structure approved by ownership.

Months 6–12
03

Execution discipline

Monthly close, variance reporting, restoration milestones, and partner check-ins running on rhythm. Year-one results delivered.

Year 2
04

Compounding outcomes

Multi-year capital and restoration planning. Team depth and succession in place. Trusted partner across the Basin.

Restored wetland with reeds and meandering creek in the Klamath Basin

By month 24, PFC will have:

  • Clear operating plans, budgets, and P&L visibility on every ranch
  • Restoration projects delivered on time and on budget
  • A high-functioning, accountable team with consistent execution
  • Trusted partner and agency relationships across the Basin
  • Documented compliance, water rights, and risk management
Measurement & reporting

How we'll prove the work, every month.

Stewardship is a long game, but accountability is monthly. We track a focused set of KPIs across four domains and review them with PFC leadership on a predictable cadence — no surprises, no spin.

Land & Ecological Health

  • ·Acres under active restoration vs. plan
  • ·Water delivered / conserved (acre-feet)
  • ·Riparian & wetland condition scores (annual + photo points)
  • ·Grazing utilization vs. prescribed AUMs
  • ·Wildfire fuel-load reduction (acres treated)

Ranch & Operations

  • ·Cattle performance: weaning weights, conception, death loss
  • ·Infrastructure work orders: opened, closed, aging
  • ·Equipment uptime & preventive-maintenance compliance
  • ·Safety: incidents, near-misses, training hours

Financial Stewardship

  • ·Actual vs. budget by property (monthly + YTD)
  • ·Cash position & 90-day forecast
  • ·Cost per acre managed & cost per AUM
  • ·Capital project status: scope, schedule, spend
  • ·Grant & partner funding captured ($ leveraged)

People, Partners & Community

  • ·Staff retention & open-role time-to-fill
  • ·Tribal, agency & NGO partner touchpoints
  • ·Neighbor & community engagements logged
  • ·Compliance: permits, leases, reporting deadlines met
Reporting cadence

A predictable rhythm of visibility and decision-making.

Weekly
Field & ops pulse
GM → PFC point of contact
  • ·Short written update: work completed, week ahead
  • ·Issues flagged early with proposed actions
Monthly
Operating report & review
LivWell + Shawn Jones → PFC leadership
  • ·Full KPI dashboard across all four domains
  • ·Property-level P&L vs. budget with variance notes
  • ·60-minute video review on a fixed calendar slot
Quarterly
Strategic review
On-site at Klamath Basin
  • ·Land walk + restoration progress review
  • ·Capital plan, partnerships, and risks revisited
  • ·Forward 12-month rolling plan refreshed
Annually
Stewardship report & plan
Board-ready package
  • ·Year-in-review: ecological, operational, financial outcomes
  • ·Audited-ready financials & compliance attestation
  • ·Next-year operating plan & budget for approval
Tooling

Live dashboards in PFC's preferred stack (we're flexible — current clients use a mix of QuickBooks, Ramp, Asana, and a custom land tracker). PFC retains read-only access at all times.

Targets

Within the first 90 days we'll co-set numeric targets for every KPI above so future reports show actual vs. target, not just actuals in isolation.

Escalation

Any material variance, safety incident, or compliance risk is raised to PFC within 24 hours — never held for the monthly report.

End-to-end monthly workflow

Inside a month at PFC.

Step 1
Week 1
Data collection
Who
John Nason (GM) + LivWell ops
Inputs
Field logs, photo points, partner notes, work-order system, payroll
Outputs
Raw KPI data captured in shared tracker
Tooling
Asana · land tracker · QuickBooks feed
Step 2
Week 2
Field & ecological review
Who
John Nason walks sites · Shawn Jones reviews
Inputs
Restoration progress, grazing condition, infrastructure status
Outputs
Variance flags, photo log, risks for the month
Tooling
Site visits · GIS layers · drone imagery
Step 3
Week 3
Draft + variance narrative
Who
LivWell accounting closes · GM writes narrative
Inputs
Closed books, KPI tracker, field review notes
Outputs
Draft dashboard + written variance explanations
Tooling
QuickBooks · Ramp · KPI dashboard
Step 4
Week 4 / Day 5–10
Deliver + review with PFC
Who
Shawn Jones co-signs · package sent day 5
Inputs
Final dashboard, narrative, P&L, action items
Outputs
45-min Zoom review with PFC by day 10
Tooling
PDF + live dashboard · Zoom
Sample monthly dashboard · illustrative, August 2026

What PFC receives every month.

A snapshot of the dashboard PFC would open on day 5 of each month. Numbers below are illustrative — actual targets are co-set with PFC in the first 90 days.

Ecological
Acres in active restoration
312
/ 300
▲ +4%
Wocus Marsh phase 2 started 2 weeks early.
Ecological
Water deliveries vs. allocation
96%
/ 95%
▲ on plan
BOR coordination on track for irrigation season.
Ranch ops
Cattle AUMs delivered
1,180
/ 1,250
▼ -6%
Late spring delayed turnout on Sprague unit; recovering in Sept.
Ranch ops
Open work orders >30 days
3
/ <5
Two pivots and one fence repair in queue, all scheduled.
Financial
Operating expense vs. budget
$184k
/ $190k
▲ on budget
Fuel under, repairs over — net favorable.
Financial
Cash position vs. 60-day floor
$612k
/ $500k
Healthy cushion ahead of fall capex.
People & partners
Partner touchpoints (USFWS, TNC, Tribes, KWUA)
9
/ 8
Quarterly Tribes check-in completed early.
People & partners
Safety incidents
0
/ 0
12 training hours logged across the team.
How we explain variance

Every yellow or red KPI is accompanied in the narrative by four things: root cause, corrective action, owner, and ETA to green. PFC never has to ask "why" — the answer is in the report, and Shawn Jones has signed off before it lands.

Senior Advisor in the cadence

Shawn Jones in the rhythm.

Weekly
  • ·Reviews John's written ops log within 24 hours of receipt
  • ·Flags risks and asks pointed questions back to the GM
  • ·Joins one site visit, partner call, or Tribes/agency conversation as needed
Monthly
  • ·Co-signs the KPI dashboard and variance narrative before delivery
  • ·Attends the monthly PFC review and leads the strategic-lens portion
  • ·Owns the 'what to watch next month' section of the report
Quarterly
  • ·Leads the on-site strategic deep-dive with PFC ownership
  • ·Reviews capital plan, restoration roadmap, and partnership map
  • ·Surfaces hard calls: leases, water deals, succession, capex re-prioritization
Investment

A simple, fixed-fee partnership.

Two-year engagement
$444,444
per year · fixed fee
Term
2 years
Total contract
$888,888
Billing
Monthly
Pass-throughs
At cost, pre-approved
What's included
Dedicated full-time General Manager
Shawn Jones as Senior Advisor
Full LivWell back-office platform
Monthly P&L and reporting cadence
Quarterly strategic reviews with ownership
All scope items in this proposal

Direct property expenses (labor for ranch staff, equipment, fuel, insurance, contractors, restoration project costs) are PFC's and billed at cost with prior approval — never marked up.

Pricing & contract terms

Two-year engagement, fixed fee, fully transparent.

Annual fee
$444,444
Fixed, no markup on direct costs
Total contract value
$888,888
2-year term · $444,444 × 2
Billing cadence
Monthly
$37,037 / month, invoiced first of month
Proposed start
Jan 1, 2027
Or earlier by mutual agreement
Contract end
Dec 31, 2028
24-month initial term
Renewal
Mutual option
12-month renewals at fee to be agreed
What's included in the fixed fee
  • John Nason, full-time General Manager dedicated 100% to PFC
  • Shawn Jones, Senior Advisor on the engagement
  • Full LivWell back-office: accounting, HR, IT, vendor & contract administration
  • Monthly close, P&L by property, and KPI dashboard
  • Monthly PFC review meeting and quarterly strategic deep-dive
  • Annual budget, capital plan, and grazing/restoration plan refresh
  • Compliance calendar — permits, leases, water, insurance
  • Partner relationship management — Tribes, USFWS, TNC, KWUA, NGOs
  • All scope items described in this proposal
Pass-throughs (PFC's direct costs, billed at cost)
  • ·Ranch & restoration staff wages and benefits
  • ·Equipment, fuel, repairs, and capital purchases
  • ·Property and liability insurance
  • ·Third-party contractors and consultants
  • ·Restoration project materials and subcontracts
  • ·Permits, leases, and regulatory fees

All pass-throughs are pre-approved by PFC, billed at cost with no markup, and reconciled in the monthly report. LivWell does not earn a margin on any direct property expense.

Key contract terms
Termination for convenience
Either party with 90 days' written notice after month 12.
Termination for cause
30 days to cure material breach, then immediate termination.
Annual review
Joint scope, KPI, and fee review at month 12 and month 24.
Insurance
LivWell carries E&O and general liability; PFC named as additional insured.
Confidentiality
Mutual NDA; all PFC data, strategy, and donor information held in confidence.
Governing law
State of Oregon. Disputes resolved by good-faith negotiation, then mediation.
Engagement timeline

A 24-month roadmap with clear milestones, cadence, and deliverables.

The first 90 days are about listening, taking inventory, and standing up the operating system. From there the cadence becomes predictable: monthly reporting, quarterly deep-dives, and an annual scope/KPI/fee review with PFC ownership.

Always-on reporting cadence
Weekly
Ops log
Written field log from John, reviewed by Shawn within 24 hours. Available to PFC on request.
Monthly
PFC report + review
P&L by property, KPI dashboard, restoration status, partner notes. 60-min review call with PFC.
Quarterly
Strategic deep-dive
Shawn-led session on capital plan, restoration roadmap, partnership pipeline, and risk.
Annually
Scope · KPI · fee review
Joint review at month 12 and 24. Co-signed by Nic. Refreshed budget and capital plan.
Year 1
Q1 · Jan–Mar 2027
Mobilize & take inventory
Milestones
  • ·John on-site full-time in Klamath County by day 1
  • ·30/60/90-day listening tour: agencies, Tribes, USFWS, TNC, KWUA, neighbors, ranch staff
  • ·Property, equipment, water-right, lease, and permit inventory complete
  • ·LivWell back-office stood up: accounting, HR, IT, vendor onboarding, insurance
Deliverables to PFC
  • Day-1 transition memo & contact directory
  • Baseline property condition report (per ranch)
  • Compliance calendar live (permits, leases, water, insurance)
  • First monthly close + PFC report (end of Q1)
Year 1
Q2 · Apr–Jun 2027
Stand up the operating system
Milestones
  • ·KPI dashboard live across restoration, water, grazing, ops, finance, partners
  • ·Grazing season executed against documented plan
  • ·Restoration project tracker (GIS) operational
  • ·First quarterly strategic deep-dive with PFC
Deliverables to PFC
  • FY27 operating budget refreshed and approved
  • Capital project tracker with scope/schedule/spend variance
  • Q2 monthly reports + Q2 deep-dive package
Year 1
Q3 · Jul–Sep 2027
Execute the field season
Milestones
  • ·Hay, irrigation, and water delivery executed against plan
  • ·Wildfire fuel-load reduction treatments in flight
  • ·Active restoration projects tracked monthly with photo documentation
  • ·Partner co-funding conversations advanced (Tribes, USFWS, NGOs)
Deliverables to PFC
  • Mid-year KPI scorecard vs. baseline
  • Updated restoration roadmap (3-year horizon)
  • Q3 monthly reports + Q3 deep-dive package
Year 1
Q4 · Oct–Dec 2027
Close the year, plan the next
Milestones
  • ·Cattle off, winter operations and equipment PM completed
  • ·FY27 results reconciled; FY28 budget and capital plan drafted
  • ·Annual scope/KPI/fee review with PFC ownership (month 12)
  • ·Insurance, lease, and permit renewals processed
Deliverables to PFC
  • FY27 annual report: financials, KPIs, restoration outcomes, partner narrative
  • FY28 operating budget, capital plan, grazing/restoration plan
  • Year-1 review memo co-signed by Nic, John, and Shawn
Year 2
Q1 · Jan–Mar 2028
Compound the system
Milestones
  • ·FY28 plan in execution from day 1 — no re-mobilization needed
  • ·Restoration treatment expansion in funded acres
  • ·Partner MOUs and co-funding agreements formalized where applicable
Deliverables to PFC
  • FY28 Q1 monthly reports + Q1 deep-dive
  • Refreshed compliance calendar and risk register
Year 2
Q2 · Apr–Jun 2028
Scale what's working
Milestones
  • ·Second full grazing season executed against refined plan
  • ·KPI dashboard expanded with year-over-year trends
  • ·Capital projects from FY28 plan advanced on schedule
Deliverables to PFC
  • Year-over-year KPI comparison (FY27 vs. FY28 mid-year)
  • Q2 monthly reports + Q2 deep-dive package
Year 2
Q3 · Jul–Sep 2028
Field season at full stride
Milestones
  • ·Restoration outcomes (acres treated, water delivered, fuel reduced) trending against baseline
  • ·Partner co-funding and grant pipeline producing measurable lift
  • ·Succession & continuity plan for ranch staff documented
Deliverables to PFC
  • Mid-year KPI scorecard with 18-month trend lines
  • Q3 monthly reports + Q3 deep-dive package
Year 2
Q4 · Oct–Dec 2028
Close, review, and decide on renewal
Milestones
  • ·FY28 results reconciled; cumulative 24-month outcomes packaged
  • ·Annual scope/KPI/fee review with PFC ownership (month 24)
  • ·Mutual renewal decision — 12-month renewal terms agreed or transition plan initiated
Deliverables to PFC
  • 24-month engagement report: financial, ecological, operational, partner outcomes
  • Forward 3-year capital and restoration roadmap
  • Renewal recommendation memo or clean transition plan

Dates assume a Jan 1, 2027 start. If PFC and LivWell mutually agree to an earlier mobilization, all milestones shift accordingly. Annual reviews always land at month 12 and 24 relative to the actual start date.

Why LivWell

Same operating values. Bigger landscape.

Oregon-rooted

We are a Central Oregon firm. We know the region, the agencies, the contractors, and the people.

Operations-first

Property management is a craft of systems, communication, and follow-through. That's what we do every day.

Aligned with mission

We want to manage land in a way that makes ecosystems and communities better off. PFC's mission and ours are the same shape.

Appendix

KPI definitions, sources of truth, and owners.

Targets are co-set with PFC in the first 90 days. This appendix is the living definition document — versioned annually with PFC sign-off so everyone reads the same scoreboard.

View full KPI appendix

Land & Ecological Health

KPIDefinitionSource of truthCadenceOwner
Acres in active restorationAcres with a funded, scheduled restoration treatment in the current fiscal yearRestoration project tracker (GIS)MonthlyJohn Nason (GM)
Water delivered / conservedAcre-feet delivered to wetlands or conserved vs. water-right allocationBOR / district reports + on-property metersMonthlyJohn Nason (GM)
Riparian & wetland conditionComposite condition score from photo points and field assessment protocolAnnual field protocol + photo logAnnuallyShawn Jones (Sr. Advisor)
Grazing utilization vs. AUMsActual animal-unit-months delivered vs. prescribed by grazing planGrazing plan + monthly cattle countsMonthlyJohn Nason (GM)
Wildfire fuel-load reductionAcres with fuels treatment completed (mowing, thinning, prescribed fire)Treatment log + GISQuarterlyJohn Nason (GM)

Ranch & Operations

KPIDefinitionSource of truthCadenceOwner
Cattle performanceWeaning weights, conception rates, death loss vs. herd planCattle records + vet reportsQuarterlyJohn Nason (GM)
Work orders open/closed/agedCounts and median age of open work ordersAsana / work-order systemMonthlyLivWell Ops Director
Equipment uptime & PM% of preventive maintenance completed on scheduleEquipment logMonthlyJohn Nason (GM)
Safety incidents & trainingRecordable incidents, near-misses, and training hoursSafety logMonthlyJohn Nason (GM)

Financial Stewardship

KPIDefinitionSource of truthCadenceOwner
Actual vs. budget by propertyMonthly and YTD variance, by property, with narrativeQuickBooks (closed books)MonthlyLivWell Accounting
Cash position & 90-day forecastCash on hand vs. 60-day operating floor; 90-day rolling forecastQuickBooks + treasury workbookMonthlyLivWell Accounting
Cost per acre / cost per AUMTotal managed cost normalized by acres and AUMs deliveredQuickBooks + grazing recordsQuarterlyLivWell Accounting
Capital project statusScope, schedule, and spend variance for each capital projectCapital project trackerMonthlyJohn Nason (GM)
Grant & partner funding capturedDollars secured from grants, partners, agencies in the periodGrants logQuarterlyShawn Jones (Sr. Advisor)

People, Partners & Community

KPIDefinitionSource of truthCadenceOwner
Staff retention & time-to-fillVoluntary turnover and median days to fill open rolesHRISQuarterlyLivWell HR
Partner touchpointsLogged interactions with Tribes, USFWS, TNC, KWUA, and key NGOsPartner CRM / logMonthlyShawn Jones (Sr. Advisor)
Neighbor & community engagementsDocumented engagements with neighbors and community groupsEngagement logMonthlyJohn Nason (GM)
Compliance deadlines met% of permit, lease, and reporting deadlines met on timeCompliance calendarMonthlyLivWell Ops Director
Acceptance

Accept this proposal.

Sign below to indicate intent to proceed with the engagement on the terms described in this proposal. We'll send the finalized agreement — countersigned by LivWell — to the email provided.

By submitting, you confirm you are authorized to bind PFC Resources LLC / Catena Foundation and accept the proposal terms — $444,444 / year, 24-month engagement — subject to a final mutually executed services agreement.

Opens your email client addressed to hello@livwelloregon.com.