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

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.
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."
Ranching, restoration, and admin functions must run as one accountable enterprise — not three parallel ones.
Property-level P&L visibility, annual operating plans, and capital budgets across every ranch.
On-time, on-budget delivery of small and large-scale ecological projects, coordinated with grazing.
Cultivate teamwork, integrity, communication, and accountability across multiple ranches and locations.
Klamath Tribes, neighbors, agencies, allotment owners, lessees, fire and county — trusted, respectful, proactive.
Water rights, grazing compliance, safety programs, fire planning, and equipment readiness.

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.
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.
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.
Monthly property-level P&L, restoration project dashboards, and a quarterly strategic review with ownership. No surprises.
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.
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.
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.
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.
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
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.
PFC
Client / Owner
Nic Jones
Executive Sponsor · LivWell Founder
Single point of accountability to PFC
Shawn Jones
Senior Advisor
Strategic partner to the GM
John Nason
General Manager (FTE)
100% dedicated · Klamath Basin
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.
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."
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."
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."
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."
Onboard the GM. Walk every property. Meet every partner. Stand up reporting cadence and risk register.
Property-level operating budgets, restoration project plan, capital plan, and team structure approved by ownership.
Monthly close, variance reporting, restoration milestones, and partner check-ins running on rhythm. Year-one results delivered.
Multi-year capital and restoration planning. Team depth and succession in place. Trusted partner across the Basin.

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.
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.
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.
Any material variance, safety incident, or compliance risk is raised to PFC within 24 hours — never held for the monthly report.
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.
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.
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.
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.
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.
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.
We are a Central Oregon firm. We know the region, the agencies, the contractors, and the people.
Property management is a craft of systems, communication, and follow-through. That's what we do every day.
We want to manage land in a way that makes ecosystems and communities better off. PFC's mission and ours are the same shape.
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.
| KPI | Definition | Source of truth | Cadence | Owner |
|---|---|---|---|---|
| Acres in active restoration | Acres with a funded, scheduled restoration treatment in the current fiscal year | Restoration project tracker (GIS) | Monthly | John Nason (GM) |
| Water delivered / conserved | Acre-feet delivered to wetlands or conserved vs. water-right allocation | BOR / district reports + on-property meters | Monthly | John Nason (GM) |
| Riparian & wetland condition | Composite condition score from photo points and field assessment protocol | Annual field protocol + photo log | Annually | Shawn Jones (Sr. Advisor) |
| Grazing utilization vs. AUMs | Actual animal-unit-months delivered vs. prescribed by grazing plan | Grazing plan + monthly cattle counts | Monthly | John Nason (GM) |
| Wildfire fuel-load reduction | Acres with fuels treatment completed (mowing, thinning, prescribed fire) | Treatment log + GIS | Quarterly | John Nason (GM) |
| KPI | Definition | Source of truth | Cadence | Owner |
|---|---|---|---|---|
| Cattle performance | Weaning weights, conception rates, death loss vs. herd plan | Cattle records + vet reports | Quarterly | John Nason (GM) |
| Work orders open/closed/aged | Counts and median age of open work orders | Asana / work-order system | Monthly | LivWell Ops Director |
| Equipment uptime & PM | % of preventive maintenance completed on schedule | Equipment log | Monthly | John Nason (GM) |
| Safety incidents & training | Recordable incidents, near-misses, and training hours | Safety log | Monthly | John Nason (GM) |
| KPI | Definition | Source of truth | Cadence | Owner |
|---|---|---|---|---|
| Actual vs. budget by property | Monthly and YTD variance, by property, with narrative | QuickBooks (closed books) | Monthly | LivWell Accounting |
| Cash position & 90-day forecast | Cash on hand vs. 60-day operating floor; 90-day rolling forecast | QuickBooks + treasury workbook | Monthly | LivWell Accounting |
| Cost per acre / cost per AUM | Total managed cost normalized by acres and AUMs delivered | QuickBooks + grazing records | Quarterly | LivWell Accounting |
| Capital project status | Scope, schedule, and spend variance for each capital project | Capital project tracker | Monthly | John Nason (GM) |
| Grant & partner funding captured | Dollars secured from grants, partners, agencies in the period | Grants log | Quarterly | Shawn Jones (Sr. Advisor) |
| KPI | Definition | Source of truth | Cadence | Owner |
|---|---|---|---|---|
| Staff retention & time-to-fill | Voluntary turnover and median days to fill open roles | HRIS | Quarterly | LivWell HR |
| Partner touchpoints | Logged interactions with Tribes, USFWS, TNC, KWUA, and key NGOs | Partner CRM / log | Monthly | Shawn Jones (Sr. Advisor) |
| Neighbor & community engagements | Documented engagements with neighbors and community groups | Engagement log | Monthly | John Nason (GM) |
| Compliance deadlines met | % of permit, lease, and reporting deadlines met on time | Compliance calendar | Monthly | LivWell Ops Director |
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.