Conservation and Mitigation Banking Instructions and Templates

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California’s conservation and mitigation banking program is guided by Fish and Game Code Sections 1797 - 1799(opens in new tab). The program descriptions, policies, publications, and the links provided below are an excellent source of information regarding banking.

If you are interested in establishing a conservation or mitigation bank, please read through these pages carefully, and then contact the CDFW Regional Banking Coordinator in the area of your bank. Banking Coordinators will be happy to help you with our conservation locations of interest, current procedures, specific instructions, and documents.

Resources for Prospective Bank Sponsors

Bank Document Templates

In a statewide multi-agency team effort, the Department entered into a multi-agency Memorandum of Understanding in 2011 (PDF)(opens in new tab) to guide how the state and federal agencies would work together to streamline processes and standardize bank document templates. The agencies represented in this template-development effort include: the California Natural Resources Agency, California Department of Fish and Wildlife, U.S. Army Corps of Engineers, U.S. Fish and Wildlife Service, U.S. Environmental Protection Agency, U.S. Department of Agriculture - Natural Resources Conservation Service, National Oceanic and Atmospheric Association - National Marine Fisheries Service and State Water Resources Control Board.

The current joint bank document templates include:

  • Model Amendment Template (Word) 2023 The Sacramento, San Francisco, and Los Angeles Districts of the U.S. Army Corps of Engineers (USACE), along with the U.S. Fish and Wildlife Service (USFWS), the California Department of Fish and Wildlife (CDFW), the California Resources Agency, the National Marine Fisheries Service (NMFS), the United States Environmental Protection Agency (EPA), the State Water Resources Control Board (State Water Board), and the Natural Resources Conservation Service (NRCS) as potential participants in Interagency Review Teams (IRT) have finalized the Model Amendment to Incorporate Advance Mitigation Language for Bank Enabling Instruments (BEIs) that utilized the 2008 or 2017 BEI template, for use with mitigation banks that are established within the State of California. Bank Sponsor will submit the amendment and a Complex Amendment Fee to CDFW.