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 Annie.Frankel@coastal.ca.gov with
any questions. (This page was last updated on August 29, 2023.)
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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, with the
sections you will complete highlighted in yellow. If you are unable to edit an Excel spreadsheet, or have any
trouble with this form, please contact
Annie.Frankel@coastal.ca.gov for assistance with your
travel invoice. (The above form has a mileage reimbursement rate of 65.5 cents/mile effective as of
January 1, 2023. When invoicing for mileage that took place between July 1 and December 31, 2022, please use
this form, which has the previous
reimbursement rate of 62.5 cents/mile. If you are invoicing for mileage that took place
before July 1, 2022, the rate was 58.5 cents/mile.)
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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 contract includes language requiring acknowledgement of support from the Coastal Commission and
funding sources, including using the logo where possible.
