Congratulations on receiving a Whale Tail® Grant!
Please submit invoices, reports, and other grants correspondence by
email rather than postal mail whenever possible.
The below items will help you comply with your contract requirements. Please don't hesitate to contact your
Grant Manager at Jessica.Lie@coastal.ca.gov, or the Public
Education Program Manager at Annie.Frankel@coastal.ca.gov with
any questions. (This page was last updated on March 7, 2025.)
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Invoicing instructions
for reimbursement. Please share this document with the people who will be making grant purchases and
preparing invoices. This guidance document includes detailed invoicing instructions and our
typical reporting requirements. For your grant's specific reporting requirements,
please see your signed grant agreement.
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Fillable invoice template in Word
or PDF.
You can use one of these templates or your own invoice format. If you create your own invoice, be sure that it
includes the level of detail required for your Whale Tail Grant. See Invoice Checklist.
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Invoice Checklist to review before submitting an
invoice. This checklist is just for your use and does not need to be submitted with your invoice.
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Travel Expense Claim form for you to
complete, sign, and include with your invoice if you
are billing for travel expenses. Here's an example of what
your completed Travel Expense Claim form might look like if you were to invoice for mileage, parking, and rental car,
with the sections for you to complete highlighted in yellow. If you are unable to edit an Excel spreadsheet, or have any
trouble with this form, please contact
Jessica.Lie@coastal.ca.gov for assistance with your
travel invoice. (The above form has a mileage reimbursement rate of 70 cents/mile effective as of
January 1, 2025. When invoicing for mileage that took place during 2024, please use
this form, which has the previous
reimbursement rate of 67 cents/mile. If your invoice is for 2023 mileage, the rate was 65.5 cents/mile.)
If your travel consists only of school or charter bus fees,
you do not need to submit a Travel Expense Claim form with your invoice.
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WHALE TAIL® Grant reporting
Progress Reports
Please refer to your signed grant agreement for your specific reporting requirements, found in Exhibit A.
If your grant requires progress reports, those dates will be noted there.
A progress report is a brief check-in for you to let us know if your project is on schedule with the
timeline in your grant agreement, or if there are any issues to bring up or changes you may need to request.
You can also share any successes, upcoming events, or photos. Progress reports should not be time-consuming
to prepare. You can submit progress reports through email or have a phone/Zoom conversation (~15 minutes).
Please contact Jessica.Lie@coastal.ca.gov to arrange a progress
report call or if you have any questions about what to include.
At any time, during a progress report or otherwise, you can contact your Grant Manager about upcoming events or
announcements regarding your grant project for the Coastal Commission to consider promoting on our social media.
Final Report
Your final grant report is a detailed, written document submitted by email to your Grant
Manager at the end of your grant project. You will find a list of questions to answer and things to
include in your final report in Exhibit A of your grant agreement. You should review this section before
you start your project so that you can be sure to collect the information needed for your report. Here's
a Word document with what to include
in your final report, if you prefer to work from that.
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Funding credit logo for you to use on webpages, social media, flyers, booklets, or any other printed
or visual materials that will be created as part of the program receiving funding. Funding for our
grants program is made possible by sales of the WHALE TAIL® License Plate, donations to the Protect
Our Coast and Oceans Fund on the California state tax return, and funds from the State of California.
Your grant agreement includes language requiring acknowledgement of support from the Coastal Commission and
funding sources, including using the logo where possible, on publicity, outreach, and educational
materials prepared as part of the grant project, and when publicizing such work in any media. You
will include evidence showing how and where you
acknowledged your funding source in your final grant report.
