A Proposal Prepared for PFC Resources LLC

Stewarding the Upper Klamath Basin — together.

LivWell Property Management proposes a three-year 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

Care for the land. Care for the people. Follow-through.

PFC Resources is doing some of the most important 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 culture is built around stewardship, communication, and follow-through. These are the values LivWell lives by. We propose to extend that operating discipline — and a dedicated, on-the-ground team — to PFC's portfolio.

What we heard

The work, as we understand it.

01

Integrate the operation

Ranching, restoration, and admin functions must run as one accountable enterprise.

02

Establish financial discipline

Monthly financial reporting, annual operating plans, and capital budgets across every ranch.

03

Deliver restoration outcomes

On-time, on-budget delivery of small and large-scale environmental projects, while maintaining overall land management objectives.

04

Build a high-functioning team

Cultivate teamwork, integrity, communication, and accountability across the entire portfolio.

05

Maintain & grow 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.

07

Residential & commercial property management

Manage all homes and structures across the ranches — maintenance, tenant coordination, vendor oversight, and capital upkeep .

Scope of services

LivWell's Responsibilities

Ranch Operations

  • Annual operating plans & full financial reporting 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 environmental project delivery
  • Comprehensive reporting with 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
  • Accounts receivables/payables for third party vendors
What success looks like

A 36-month roadmap.

Days 0–90
01

Listen, assess, stabilize

The whole LivWell team embeds at PFC. We walk every property. Meet every partner. We ask questions. Stand up reporting cadence.

Months 3–6
02

Operating plans live

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

Months 6–12
03

Execution discipline

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

Year 2
04

Compounding outcomes

Multi-year capital and restoration planning. Team depth and succession in place.

Year 3
05

Expansion

Deepen restoration programs and extend the operating model to new properties across the Basin.

Restored wetland with reeds and meandering creek in the Klamath Basin

By month 36, PFC will have:

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

The leadership with whom PFC will engage

How we're organized for PFC

One LivWell team. One contract. One point of accountability.

The work divides into three clear categories: leadership and strategy, back-end accounting and reporting, and on-site operations.

PFC Resources LLC

PFC

Client / Owner

LivWell leadership

LivWell team

Beth Davies

Conservation support · LivWell Co-owner

Available on conservation strategy & partner relationships

LivWell team

Shawn Jones

Senior Advisor

Strategy, partnerships, hard calls

LivWell team

Brent Davies

Senior Conservation & Restoration Advisor

Conservation & restoration strategy · partner coordination

Back-end / Accounting

LivWell team

Amara Spittler

Admin & Reporting Lead

Monthly close, KPI dashboard, compliance, vendor admin

On-site "Operations"

LivWell team

Nic Jones

Co-founder, LivWell · Executive Sponsor

Reports directly to PFC · accountability owner

LivWell team · Dedicated GM

John Nason

General Manager

On the ground in Klamath Basin · shared KPI accountability with the LivWell team

Ranch staff · Contractors · Vendors · Partners

Day-to-day operations under the on-site team

One contract — with LivWell

PFC engages with one team for comprehensive services.

Zero build-out for PFC

No new entity to staff, no accounting or back-office to stand up. PFC plugs into LivWell's existing firm — experienced team, vendor relationships, and insurance.

Co-founder · LivWell Property Management · Reports directly to PFC

Nic Jones

Central Oregon native · Hunting, ranching & real estate operator · 12+ years in real estate

Nic is the co-founder of LivWell Property Management and has extensive experience in asset management, property acquisition and portfolio advisement.

Born and raised in Central Oregon, Nic has spent a lifetime admiring and working in the industries the Klamath Basin runs on. He started professionally guiding hunting and fishing trips at 15, and built deep operational fluency in farm and ranch development through his years working on the Antone Ranch — a 40,000-acre property in Eastern Oregon. An entrepreneur from the start, he started and co-owned his first business at 18 before founding LivWell.

Today Nic leads LivWell Property Management with a people-first approach — combining strong problem-solving instincts with more than a dozen years of real estate experience to create better outcomes for owners, residents, and partners. On this engagement, he makes sure LivWell's full team shows up behind the GM every day.

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

Beth Davies

Fifth-generation Oregonian · Co-owner, LivWell Property Management · Managing Principal Broker, LivOregon

Beth Davies is a fifth-generation Oregonian, entrepreneur, and land steward with 28 years of experience spanning real estate development, business advisement, and community care.

As the co-owner and Managing Principal Broker of LivOregon and co-owner of LivWell Property Management, she is known for thoughtful leadership rooted in integrity, long-term stewardship, and care for both people and place.

Beth carries forward a multigenerational legacy of conservation, sustainable development, forestland stewardship, and advocacy for the arts and cultural vitality of the Pacific Northwest. Notable projects connected to her family's legacy include Ecotrust, The Redd on Salmon Street, Pine Street Market, Redfox Commons, Stuart Collection at University of California San Diego, the architecting of U.S. Embassies and Civil Rights attorneyship.

Beth volunteers her energy to the arts, the environment and is engaged in local government to ensure collective well-being.

Why Beth is a fit for PFC
  • Adds Oregon conservation depth and partner relationships to the engagement.
  • Community and civic leadership.
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 assuring compliance, lease accuracy, and vendor relations.

Why Amara is a fit for PFC
  • The reporting PFC 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.
Senior Advisor · PFC engagement

Shawn Jones

Founder & Principal, Legacy Ranches · 25+ years in Oregon ranching, recreation & conservation

Since 1997, Shawn has been a leader in Oregon's ranching and recreation industries. He built a premier hunting and fishing guide service, leasing over 150,000 acres of private land statewide. He then managed one of Oregon's largest cattle operations — a 100,000+ acre ranch with 3,000 head of cattle — where he created the state's largest water conservation project at the time.

In 2014, he founded Legacy Ranches to acquire, enhance, and reposition high-value ranch properties with a focus on recreation and conservation. Over nearly three decades, he has built deep working relationships across agencies, Tribes, neighbors, and the conservation community throughout the West.

Founder & Principal of Legacy Ranches. Available to PFC as Senior Advisor — a sounding board to ownership and the GM on strategy, partnerships, and longterm goals. KPIs and deliverables land with the GM and LivWell; Shawn is the seasoned voice in the room.

Why Shawn is a fit for PFC
  • Brings 25+ years of Oregon ranch, water, and conservation experience to the engagement.
  • Has actually done the work — operated large ranches, built the state's largest water conservation project, repositioned high-value properties.
  • Known and trusted across Oregon agencies, Tribes, and the conservation community.
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 — managing the land, equipment, and the 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. There 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. 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 — working closely across all levels of the organization, from production teams to executive leadership and ownership.

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.

Why John is a fit for PFC
  • Steady, direct, and dependable — follows through, communicates clearly, and builds trust over time.
  • Bridges ground-level operations and leadership — comfortable in the field and in the boardroom.
  • Deep Oregon network and operational fluency in the industries the Klamath Basin runs on.
  • Dedicated to PFC — focused attention, not a shared GM.
Senior Conservation & Restoration Advisor

Brent Davies

Conservation & restoration leadership · Klamath Basin

Brent Davies is a natural resources and conservation leader with more than two decades of experience advancing watershed restoration, forest stewardship, Tribal partnerships, and landscape-scale conservation initiatives across the Pacific Northwest.

She has worked extensively with Tribes, private landowners, government agencies, and nonprofit organizations to develop collaborative, science-based strategies that strengthen ecological resilience, water resources, and long-term land stewardship outcomes.

Brent co-created and led the Whole Watershed Restoration Initiative and has developed innovative conservation and restoration financing approaches supporting salmon recovery, climate-smart forestry, and ecosystem services.

She previously served as Vice President of Forests & Ecosystem Services at Ecotrust and most recently led HP Inc.'s global forest investment portfolio and forest conservation strategy.

Brent holds a Master of Science from the University of Washington and helps manage her family's forestlands in Oregon.

Why Brent is a fit for PFC
  • Two decades leading watershed restoration, forest stewardship, and Tribal partnerships across the Pacific Northwest.
  • Proven track record building science-based, collaborative strategies with Tribes, agencies, and landowners.
  • Deep expertise in conservation finance — salmon recovery, climate-smart forestry, and ecosystem services.
  • Senior leadership experience at Ecotrust and HP Inc. translates directly to PFC's mission.
Investment

A simple, fixed-fee partnership.

Three-year engagement
$485,000
per year · fixed fee
Term
3 years
Total contract
$1,455,000
Billing
Monthly
Pass-throughs
At cost, pre-approved
Stewardship partner
LivWell × PFC
Klamath Basin · 2026 – 2029
What's included
Nic Jones (LivWell co-founder) reporting directly to PFC
Beth Davies — Conservation support & LivWell co-owner
Amara Spittler — Admin & Reporting Lead
Shawn Jones — Senior Advisor
John Nason — General Manager, dedicated to PFC
Brent Davies — Senior Conservation & Restoration Advisor
Full LivWell back-office support
Monthly financial 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

Three-year engagement, fixed fee, fully transparent.

Annual fee
$485,000
Fixed, no markup on direct costs
Total contract value
$1,455,000
3-year term · $485,000 × 3
Billing cadence
Monthly
$40,417 / month, invoiced first of month
Proposed start
June 1, 2026
Or earlier by mutual agreement
Contract end
June 1, 2029
36-month initial term
Renewal
Mutual option
12-month renewals at fee to be agreed
What's included in the fixed fee
  • John Nason (LivWell team), dedicated to PFC
  • Nic Jones (LivWell co-founder), reports directly to PFC
  • Shawn Jones, Senior Advisor on the engagement
  • Full LivWell back-office: accounting, IT, vendor & contract administration
  • Monthly close, financial reporting by property, and KPI's
  • 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.
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 manage land in a way that makes ecosystems and communities better. PFC's mission and ours are the same shape.