CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
2709.11_50
Page 1 of 7
FOREST SERVICE HANDBOOK
CORONADO NATIONAL FOREST
TUCSON, AZ
FSH 2709.11 – SPECIAL USES HANDBOOK
CHAPTER 50 – TERMS AND CONDITIONS
Supplement No.: 2709.11-2002-1
Effective Date: October 1, 2002
Duration: This supplement is effective until superseded or removed.
Approved: JOHN M. MCGEE
Forest Supervisor
Date Approved: 10/01/2002
Posting Instructions: Supplements are numbered consecutively by Handbook
number and calendar year. Post by document; remove the entire document and
replace it with this supplement. Retain this transmittal as the first page(s) of this
document. The last supplement to this Handbook was 2709.11-95-2 to 2709.11,50.
New Document
Superseded Document(s)
(Supplement Number and
Effective Date)
52.1
52.2
52.5
52.8
A Clauses
B Clauses
E Clauses
X Clauses
7 Pages
0 Pages
Digest:
50 - Inserts and updates several clauses which were omitted by R3 Supplement, but
which are needed by the Coronado National Forest.
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
50 – TERMS AND CONDITIONS
52.1 – A Clauses – Fees and Payments
Fee Determination (a001SO).
(Note: Mandatory for Outfitter/Guide Permits. See Exhibits 01 and 02 for sample
worksheets.)
1. Estimated Fee. In consideration for the use authorized, the Permit Holder
shall pay in advance to the Forest Service, U.S.D.A., the sum of
___________dollars and zero cents ($_________) for the period from
___________________to_______________________ (normally corresponds to
end of Holder’s fiscal year). This estimated fee is based on the Estimated Fee
Worksheet which will be attached to and made a part of this Permit.
2. Final Fee. Subsequent to the operating season (within 30 days), the Permit
Holder will submit financial records concurrently with the required actual use
report. Based on this information, a final fee will be calculated which is a
reconciliation between the estimated fee paid and the final amount due. When
calculated, the Final Fee Worksheet will be attached to and made a part of this
Permit.
3. Definitions. For the purpose of administering the Permit, the following terms
apply:
a. Gross Revenue. The total amount of receipts from the sale of goods
and/or services provided by the Holder in connection with the outfitted and/or
guided trip. These receipts include: 1) Revenue received by the Holder for
goods or services provided during the trips, 2) Revenue received by the
Holder for scheduling or booking the trip, and 3) Revenue from goods or
services provided off National Forest System lands, such as lodging and
meals.
b. Adjusted Gross Revenue. Gross revenue, PLUS the following additions:
1) The value of goods and services that are donated or bartered in exchange
for goods and services received that are directly related to the trip, and 2)
the value of gratuities of any type which is provided without charge to the
Holder, etc., and MINUS the following exclusions: 1) Value of goods and
services that are not related to the outfitting/guiding operation and are sold on
private land, 2) Amount paid or payable to a state licensing authority or
recreation/administering agency for sales of hunting/fishing licenses and for
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
sale of recreation fee tickets; and 3) Revenue from the sale of equipment
capitalized assets, or other assets used in the outfitting/guiding operations.
c. Duration of the Outfitted/Guided Trip. For the purpose of determining the
on-off forest discount, the outfitted trip begins when the client comes under
the care and supervision of the outfitter, their employees or agents at the
Permit Holder’s headquarters or local community, and ends when the client is
released from such care and custody.
Financial/Actual Use Report (a002SO).
(Note: Mandatory for Outfitter/Guides Permits. See Exhibit 03 for sample report.)
The Permit Holder will send to the _____________________ on or before
_________________ a Financial and Actual Use Report for the authorized
period, utilizing the Permit Holder’s established fiscal year of 12 consecutive
months which ends on __________________*.
*Should correspond to Permit expiration date.
Fee Determination (a003SO).
(Note: Mandatory for Recreation Event Permits. See Exhibits 04 and 05 for sample
worksheets.)
1. Estimated Fee. In consideration for the use authorized, the Permit Holder
shall pay in advance to the Forest Service, U.S.D.A., the sum of dollars
($__________) for the period from _____________________, 20_____ to
______________________, 20______. This estimated fee is based on the
Estimated Fee Worksheet (Exhibit______).
2. Final Fee. Within 30 days of the event or the authorized period, the Permit
Holder will submit financial records concurrently with the required Actual Use
Records. Based on this information, a final fee will be calculated which is a
reconciliation between the estimated fee paid and the final amount due. When
calculated, the Final Fee Worksheet (Exhibit______) will be attached to and
made a part of this Permit.
3. Definitions. For the purpose of administering the Permit, the following terms
apply:
a. Gross Revenue. The total amount received from participants or customers by
the Holder and all sublessees in connection with the recreation event conducted
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
on National Forest System lands or waters. Includes all revenue (excluding
gross receipts taxes) from participants or customers from the sale of goods or
services provided by the Holder, their employees or agents, when said goods or
services are provided while on National Forest System lands or waters. To
provide for this, revenue can be reduced by an amount based on the percentage
of time the participants occupy National Forest System lands and waters in
relation to the total duration of the event (see FSH 2709.11, 37.21e).
b. Adjusted Gross Revenue. The Gross Revenue reduced by the amount the
Permit Holder paid for prizes awarded (verification in the form of receipts is
acceptable).
Fee Determination (a004SO).
(Note: Optional Clause for Motion Picture/Video Permits.)
1. Estimated Fee. In consideration for the use authorized, the Permit Holder
shall pay in advance to the Forest Service, U.S.D.A. the sum of
________________dollars and zero cents ($_______) which is based on a
maximum of _____________person(s) per day on-site, for a total period of time
not to exceed ___________________days(s).
2. Final Fee. Within 15 days of the completion of the authorized filming, an
Actual Use Report will be provided to the Authorized Office
____________________________. This report will show for each day the
number of persons actually on site for all or part of that date. Based on this
information, a final fee will be calculated which is a reconciliation between the
estimated fee paid and the final fee due.
Exhibits 1 – 5
Available in hard copy only.
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
52.2 – B Clauses – Safety, Health, Liability, and Nondiscrimination
Watercraft Sewage (b001SO).
(Note: Mandatory where boat rentals and wet-boat storage are provided.)
All sanitation facilities (lavatory, sink, shower) on boats kept at this facility shall be
sealed against any discharge into the water. All sewage and other waste on the
watercraft will be collected and the effluent shall be disposed of in an approved sewage
system or at a location approved by the County Health Department.
52.5 – E Clauses – Tenure, Termination, Revocation, and Limit of Use
Assignment of Outfitter/Guide Priority Use (e001SO).
(Note: Mandatory only where priority use is authorized.)
1. The Permit Holder is hereby assigned the indicated amount of priority use
per season in the areas shown:
Name of Specific
Area, District
Forest,
Wilderness, etc.
Number of
Assigned
Priority Use
Client Days Per
Year
Number of
Livestock
Use Days
Authorized Per
Year
Grazing
Authorization
(Yes or No)
2. Definition of Client Day. A Client Day is a day or part of a day for each
individual accompanied or provided services (including transportation services)
by a packer, outfitter, guide, leader, or instructor. Where supply or drop service
alone is performed, the days involved multiplied by the number of clients in the
party equals Client Days. Any period of time, when clients (individually or in
groups) are on the National Forest and under the direction, care or tutelage of a
guide/outfitter, shall be counted as part of the total Client Days.
Example: A 3-hour hike for 15 people equals 15 Client Days. A 4 ½ day pack
trip for 5 people equals 25 Client Days. A 2-day trip to drop a party of 6, with a 1day supply trip, and a 1-day pickup trip equals 24 Client Days.
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
3. Authorized Non-Use. The indicated Client Days shall be used annually
except as follows:
a. The Forest Supervisor may withhold authorization for all or part of the
above authorized use for reasons of resource protection and/or public health
and safety.
b. When requested by the Holder, the Authorized Officer may waive the
Holder’s obligation to exercise all or part of the assigned amount of use, when
such request is made far enough in advance to allow the waived use to be
reassigned to other Permit Holders, if appropriate.
4. Application for Additional Use. If the Holder requests approval for additional
client days in advance (and client days are available), the Authorized Officer
may approve the request by amending this Permit, including calculating the
fee for the additional use.
Authorization for Outfitter/Guide Temporary Use (e002SO).
(Note: Mandatory where temporary use is authorized.)
1. The Permit Holder is hereby authorized the indicated amount of temporary
use in the areas listed below for a period not to exceed 1 year:
Name of Specific
Area, District
Forest
Wilderness, etc.
Number of
Temporary Use
Client Days
Number of
Authorized
Livestock Use
Days Authorized
Per Year
Grazing
Authorized
(Yes or No)
2. Definition of Client Day. A Client Day is a day or part of a day for each
individual accompanied or provided services (including transportation services)
by a packer, outfitter , guide, leader, or instructor. Where supply or drop service
alone is performed, the days involved multiplied by the number of clients in the
party equals Client Days. Any period of time, when clients (individually or in
groups) are on the National Forest and under the direction, care or tutelage of a
guide/outfitter, shall be counted as part of the total Client Days.
Example: A 3-hour hike for 15 people equals 15 Client Days. A 4 ½ day pack
trip for 5 people equals 25 Client Days. A 2-day trip to drop a party of 6, with a 1day supply trip, and a 1-day pickup trip equals 24 Client Days.
CORONADO NATIONAL FOREST SUPPLEMENT
EFFECTIVE DATE: 10/01/2002
DURATION: This supplement is effective until superseded or removed.
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2709.11 - SPECIAL USES
CHAPTER 50 – TERMS AND CONDITIONS
3. Authorized Non-Use. The indicated Client Days shall be used annually
except as follows:
a. The Forest Supervisor may withhold authorization for all or part of the
above authorized use for reasons of resource protection and/or public health
and safety.
b. When requested by the Holder, the Authorized Officer may waive the
Holder’s obligation to exercise all or part of the assigned amount of use, when
such request is made far enough in advance to allow the waived use to be
reassigned to other Permit Holders, if appropriate.
4. Application for Additional Use. If the Holder requests approval for additional
client days in advance (and client days are available), the Authorized Officer may
approve the request by amending this Permit, including calculating the fee for the
additional use.
Hotel – Motel Stay Limitations (e003SO).
(Note: Optional for commercial public service Permits.)
In no event shall more than __________________(______) of available units be
sublet and no such lease may be granted for a period in excess of
___________weeks.
52.8 – X Clauses – Miscellaneous
Site Reservation (x001SO).
(Note: Mandatory for Outfitter/Guide Permits if a Reserved Site is to be authorized.
The following specific site(s) is reserved for use by the Permit Holder for activities
authorized by the Permit:
Site Name
Location
Temporary
Facilities
Authorized (if any)
Dates of
Occupancy
An annual rental fee of ___________________is established for each site listed above
(Transfer total fee to Estimated Fee Worksheet).