Forms and Policies

Financial Management Spreadsheet (FMS)

Applicants are required to submit a budget using the Trust’s Financial Management Spreadsheet (FMS) as part of their application package. Complete the Application Budget worksheet of the FMS and submit the entire spreadsheet document with the online application. If you are awarded funding, the same FMS submitted with your application will be used throughout the entirety of the award.

We strongly encourage all applicants, awardees, and contractors to view the webinar explaining how to best use the FMS.

The FMS will be used when:

  • Providing an updated budget based on award agreement instructions
  • Reporting expenses in an ongoing award as part of status reports
  • Requesting changes to your budget during an award
  • Reporting expenses as part of a final report

Examples of completed forms:

Managing Your Award

All requirements and reports must be submitted using the Chesapeake Bay Trust online system. You will need to log in with your existing username and password that is associated with your award. Refer to your Award Agreement for details.

Common Requirements and Reports

  • Invoice, Progress, Status, and Final Report Requirements
    These requirements may require you to complete a narrative form that provides us with updates about your project. Refer to your award agreement and the requirement for the items you are required to submit.
    Access Report Narrative Forms
  • Timesheets
    If your award includes funds for personnel, you may be required to submit timesheets as backup documentation. Use this template if your organization does not provide a timesheet template or if your organization’s timesheet does not allow for tracking of personnel time by job code.
    Download Timesheet Template
  • Award Revision Requests
    If you would like to request approval for a significant change in project scope or budget (refer to your Award Agreement for details), use the Award Revision Request requirement in your account on our online system. Budget revision requests must be accompanied with the Budget Revision worksheet of your FMS filled out.

Other Important Documents and Forms