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GLIN==> RFP for Shoreland Education Project in Wisconsin







A Waterfront Property Owners Education Project






A Request for Proposals to assist Wisconsin counties with implementing shoreland management education programs for waterfront property owners is being solicited by the Wisconsin County Code Administrators (WCCA) under a Lake Classification grant from the Wisconsin Department of Natural Resources.  A sum of $30,000 has been budgeted for the products and services listed below.  Screening of proposals will begin on March 5, 2001 and will continue until a suitable contractor is selected. 


Proposals should be delivered to Susan Tesarik, Project Coordinator, Wisconsin Association of Lakes, One Point Place, Suite 101, Madison, WI  53719. 


Questions about the project can be directed to the Project Coordinator at this address or by phoning 608- 662-0923, or email < stesarik@execpc.com >.  Background information about this Project is described in The Shoreland Friends Guidebook ( available from the Project Coordinator or at http://www.dnr.state.wi.us/org/water/wm/dsfm/shore/friends.htm ).


Proposals should detail  qualifications of the contractor related to this project, a summary of similar projects completed by the contractor and a list of three related professional references including addresses and phone numbers.


A project agreement  describing administration of the project has been executed between the Wisconsin County Code Administrators, The Wisconsin Association of Lakes and The Land Use Education Center of the College of Natural Resources at the University of Wisconsin – Stevens Point.  A copy of the agreement can be obtained by contacting the Project Coordinator as noted above. 


All required services must be completed and required products must be delivered to the Project Coordinator by October 1, 2001, unless the grant contract with the Department of Natural Resources is amended to extend that date.  The contractor shall provide one written copy and one electronic copy in MS Word format of all required products.  WCCA requires the contractor to demonstrate progress on the project by submitting electronic progress reports to the Project Coordinator by May 1, July 1 and August 1, 2001 or as otherwise directed by WCCA.


Required products:


1)      Individual shoreland education plans for 10 Wisconsin counties ( approximately 25% of contract effort )


a)      Create a fact sheet/s explaining assistance offered to counties through the Shoreland Friends Project.  The fact sheet/s will describe:


i)        Services and products available to counties through the Shoreland Friends project;

ii)       Advantages of having a local shoreland educational plan;

iii)     Questions to consider in developing this plan;

iv)     Potential project cooperators;

v)      Potential roles for cooperators;

vi)     Possible plan components / approaches to choose from; and

vii)   An agenda for a facilitated meeting among county staff, cooperators and the contractor to produce a county shoreland education plan.


Fact sheet/s will be distributed at the WCCA conference on March 29, 2001 and to county offices demonstrating interest.


b)      Produce materials to assist counties in developing shoreland education plans. 


These materials will be drawn largely from The Shoreland Friends Guidebook to provide the basis for individual meetings with the participating counties.


i)        Primary item to produce:  Standard Shoreland Friends Packets (special folders with eye-catching Shoreland Friends emblem, and a collection of key state-wide publications with appropriate shoreland management messages).


ii)       Example items to compile from other counties:  county-specific summaries of shoreland ordinances and classification system, other localized fact sheets, viable promotional items with effective shoreland management \ regulation educational messages.


c)      Facilitate 1 local meeting per participating county (2-3 hours) to develop local shoreland educational plans.   Each plan will:


i)        Identify priority shoreland management issues;

ii)       Briefly summarize past and current efforts to provide education to waterfront property owners;

iii)     Identify target audience/s;

iv)     Identify means of delivery / communication for each audience;

v)      Identify existing or needed educational materials that address priority issues;

vi)     Develop a schedule of steps to implement the county educational plan;

vii)   Obtain commitments from cooperators to implement each step; and

viii)   Describe a method for evaluating the educational impact of each county project.


d)      Draft county shoreland educational plans.


Plans will be submitted to the Project Coordinator prior to being returned for approval or modification by counties and their cooperators. 


2)      Final report  (approximately 10% of contract effort).  The final report will include:


a)      County shoreland educational plans;


b)      Implementation record for each participating county describing:


i)        Roles that local cooperators fulfilled;

ii)       Itemization and copies of publications or other materials delivered to waterfront property owners;

iii)     Number of shoreland owners who received educational materials; and

iv)     Additional funding sources used.


c)      Results of standardized surveys in each county addressing:


i)        Changes in knowledge and / or shoreland management reported by waterfront property owners targeted by the project;

ii)       Changes in knowledge of regulations and compliance level observed by zoning departments;

iii)     Changes in the number of requests received for shoreline restoration; and

iv)     Changes in shoreland management noted by cooperating organizations.


d)      Recommendations for related future projects, and


e)      A two-page summary of the major findings of the final report.


The contractor will provide the report to the Project Coordinator for interagency review and will make any required revisions before the end date of the project. 



Required services:  (approximately 65% of contract effort)



1)      Assist participating counties in implementing their shoreland education plans by:


a)      Distributing standardized shoreland educational packets to the counties;


b)      Advising regarding appropriate supplemental publications for packets;


c)      Reviewing locally developed materials;


d)      Developing distribution procedures for delivering packets; 


e)      Identifying potential partners who could help with distribution of packets (such as local lake organizations, conservation groups, or UWEX Basin Educators); 


f)        Providing examples of methods and materials used by other counties;


g)      Identifying additional funding options for implementing county shoreland education plans (such as DNR lake grants, other grants, cost-sharing with lake organizations or other local groups);


h)      Investigating / describing other shoreland educational initiatives (for counties which already provide educational materials to new waterfront property owners) such as:

i)        contractor or realtor workshops;

ii)       slide shows or videos;

iii)     incentive programs;

iv)     promotional items such as cloth bags, clip-boards, refrigerator magnets, household or garden gadgets;

v)      internet web sites; and

vi)     public service announcements.


2)      Develop and distribute standardized surveys  to waterfront property owners, zoning departments and other cooperators in each county to assess the educational impact of these county projects (see description of final report).


3)      Create and deliver a one-half hour MS PowerPoint presentation  summarizing the results of this project for the fall 2001 WCCA and WLWCA conferences.



Shoreland Friends Project History


The goal of this project is to provide effective educational messages for waterfront property owners regarding shoreland stewardship practices and shoreland regulations.  One approach has been to raise awareness among new waterfront property owners through a “welcome wagon” approach to promote shoreland protection and sustain the quality of Wisconsin’s lakes and streams. 


Partners in the Shoreland Friends Project include: the Wisconsin County Code Administrators (WCCA), the Wisconsin Association of Lakes (WAL), the UW-Extension Land Use Education Center of the College of Natural Resources, UW- Stevens Point and the Department of Natural Resources. 


The Wisconsin County Code Administrators believe that proactive education is more desirable and effective than reactive enforcement in achieving compliance with local shoreland management standards.  Lack of awareness of zoning requirements by waterfront property owners; lack of education about the rationale behind the requirements; lack of funding and staff at the local and state level for education, monitoring, and enforcement; and the routine granting of variances have all been recognized as impediments to protection of our water resources heritage in Wisconsin (Bernthal, 1997.  WCCA correspondence, 1999).  The Shoreland Friends Project begins to address some of these issues. 


The Shoreland Friends Guidebook is a “how-to guide” created under a previous grant involving these same partners, which identifies processes for providing new waterfront property owners with educational materials about shoreland zoning regulations and the rationale behind them.  The guidebook serves as an outline for implementing county shoreland education projects.  Elements of this guidebook include:  

1)      A description of methods for identifying new waterfront property owners and efficient means of communicating with them.

2)      A menu of educational messages and materials related to management and regulation of waterfront property and related informational materials.

3)      Identification of potential partners and funding sources available to assist in distribution of these educational materials.


A DNR Lake Classification Grant was awarded to WCCA to continue this project’s goal of providing effective educational messages regarding shoreland stewardship practices and shoreland regulations.  This is a reimbursement grant program where the state provides up to 75% of total project costs and the applicant provides at least 25% of total project costs.  The state share is provided once products are completed ( an advance payment of 25% of the state grant amount has been requested to begin project activities). 




Susan Tesarik

Wisconsin Association of Lakes

One Point Place, Suite 101

Madison, WI 53719

voice   608.662.0923 

       - OR -

1.800.542. LAKE { in WI only}

fax     608.833.7179



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