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Awardee Resources, Forms, & Policies

Financial Management Spreadsheet

During the lifespan of your award, you may be required to submit various reports containing your Financial Management Spreadsheet (FMS). Please use the same Excel document you submitted with your application for these reports.

Expense Budget

You will be required to submit an expense report with any status report or final report requirement. Any expense expended towards your Trust project must be reported in your FMS. Please refer the resources below to help guide you during this process.

Note that only the white cells are editable, and the grey cells will auto populate and should not be edited. Please report all expenses to date in the appropriate expense period. Additionally, please ensure all backup documentation is annotated to reflect the organization in your expense budget.

Example Expense Budget FMS

Backup Documentation & Invoices

In most cases, you may be required to submit a backup documentation packet with your expense budget. Backup documentation should match the expense recorded in your FMS and be ordered based on how the expenses are listed in the FMS. You can find instructions on how to compile this packet in the FMS video or your award agreement. Additionally, you can find an example backup documentation packet below.

Example Backup Documentation Packet


If your project includes personnel costs, we require timesheets as a source of backup documentation. Below is a model document you can use to report your personnel time as well as an example of what the timesheet should look like when completed.

Blank Timesheet Template
Example Timesheet

Award Revision Requests & Budget Revisions

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 revisions are also necessary if a high-level budget category is deviated by over 10%. Budget revision requests must be accompanied with the Budget Revision worksheet of your FMS filled out.

If your project is partially funded or you experience a budget change during your project, you will be expected to submit a revised budget. You can find an example of a revised budget and an annotated budget below. These resources, along with the Budget Revisions Instructions in your FMS can help guide you during your revision process.

As outlined in your award letter, budget revisions take place when there is a major category change in your project’s budget. Your application budget will auto-populate. You can add your revisions to columns H, I, & J. Ensure that the total of your revised budget matches your award amount. Finally, be sure to add “1” in cell B2 in order to activate the budget revision.

Example Revised Budget FMS

How to Manage a Chesapeake Bay Trust Award

Congratulations on your recent award! Watch the video below to learn how to successfully manage your award.

The Chesapeake Bay Trust Logo

The Chesapeake Bay Trust welcomes grantees and industry partners to use our on signage, publications, and online. All public communications and promotion including press releases, print publications, and signage related to Bay Trust funded grants must acknowledge the Chesapeake Bay Trust and include the Bay Trust’s logo.

Chesapeake Bay Trust Logo

For projects in Delaware, the District of Columbia, New York, Pennsylvania, Virginia, and West Virginia, please use our NEW Chesapeake Bay Trust logo.

Chesapeake Bay Trust Logo (Screen Resolution .png)

Chesapeake Bay Trust Logo (Print Resolution .jpg)

Chesapeake Bay Trust Stacked Logo

When our horizontal logos are not the right fit for your print materials, please feel free to use our Stacked logo option.

Chesapeake Bay Trust Stacked Logo for Maryland Grantees (Print Resolution .jpg)

Chesapeake Bay Trust Stacked Logo (Print Resolution .jpg)

Award Requirement Report Forms

The Trust assigns four types of reporting requirements.

  • Progress Report
  • Status Report
  • Invoice and Report
  • Final Report

Find the corresponding report narratives for your awarded project below. Answer the narrative questions and submit it with the corresponding requirement found on your account on the Chesapeake Bay Trust online system. 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.

Access Report Narrative Forms
Access the Chesapeake Bay Trust Online System

Additional Resources

Capacity Building

Organizational Capacity Building Resources:

Network Building Resources:

Chesapeake Bay Funders Network Expanding the Circle:

  • The Capacity Building Initiative Lessons Learned Report summarizes the Capacity Building Pilot Program. This program was started in 2015 by the Chesapeake Bay Funders Network and the Chesapeake Bay Trust. Included in this report are summaries of each project, lessons learned, and recommendation for both watershed organization and funders.

Diversity, Equity, Inclusion, and Justice

In May 2017, the Chesapeake Bay Trust, the Chesapeake Bay Funders Network, and the Choose Clean Water Coalition launched a significant, collaborative initiative to assess the state of diversity, equity, and inclusion (DEI) among organizations working on environmental issues in the Chesapeake Bay Watershed and to develop a DEIJ Guide with recommendations for how organizations working on environmental issues and the funders who support them, can increase DEIJ within their organizations. This effort represented the first assessment effort of its kind within the Chesapeake Bay Watershed restoration community. The impetus for launching this initiative grew out of several DEIJ efforts already being led by these three organizations to address a recognized lack of diversity, equity, inclusion, and justice in our environmental community, and a desire to assess the readiness of their grantees and member organizations to advance DEIJ.

Environmental Education

Chesapeake Bay Program – Bay Backpack: for Bay-wide teacher resources, field studies, professional development opportunities, and additional funding opportunities.

An Educator’s Guide to the Meaningful Watershed Educational Experience (MWEE)

MWEE Guide Tools:

MWEE 101 Online Course:

  • Partners from the Chesapeake Bay Program Education Workgroup developed an online course to provide an in-depth understanding of the MWEE for both formal and non-formal educators. The course is a free resource that is comprised of 3 lessons: 1. Why MWEEs?  2. What Makes a MWEE? and 3. Planning & Evaluating MWEEs. Throughout the course, participants will gain an extensive understanding of the essential elements and supporting practices by following a series of case study videos and looking at examples of completed planning and implementation tools.
  • The course may be used to support professional development in a number of ways: First, as a stand-alone resource for educators to reference as they learn about and build MWEEs. Second, the course is offered for continuing education credits in Maryland, Virginia, Pennsylvania, and Delaware. Third, the course can be used to support in-person professional development by providing information to participants before, during, and after workshops. This model will allow more time during in-person trainings to be spent on modeling best practices for outdoor field experiences and working with educators to plan their MWEEs.
  • Check out the  today!

Lessons and Action Project Resources:

  • School Grounds for Learning: for educators and students interested in effectively designing, enhancing, using, and sustaining environmental projects on school grounds.
  • Stormwater Management Lesson Plans for Grades 3-12: Green Infrastructure as Outdoor Environmental Laboratories (developed by University of Maryland; funded by EPA)

Field Experiences & Provider Resources:


Maintenance of Stormwater Best Management Practices

Ensuring the Practices Function Properly

A key component to stormwater management is ensuring that the practices installed work as intended and are maintained properly after installation. The Chesapeake Stormwater Network (CSN) provides a variety of resources on the inspection and maintenance of stormwater Best Management Practices (BMPs). A few of these resources are listed below.

  • This technical bulletin outlines a visual indicators approach for constructing, inspecting, maintaining, and verifying the practice. (This resource can also be viewed in this webcast recording).
  • This Homeowner BMP guide was created for homeowners and presents a step by step approach for analyzing your property to determine the appropriate practices to install and designing and installing your practice.
  • This video provides information on stormwater BMP maintenance. Construction and inspection videos can be found here.
  •  All CSN BMP resources can be found on their Resources page.

Maintenance Plan Template

Outreach and Behavior Change

In order to help you plan your behavior change project and ensure it is based on best practices you are encouraged to access the Outreach resources we have identified below:

  • Behavior Change Case Study Database 
    The Chesapeake Outreach Campaign database is an open collection of outreach campaigns focused on changing behaviors or practices of target audiences that reduce their impact on the local environment. This site exists to assist anyone interested in helping others do their part by sharing lessons learned, best practices, transferable materials, techniques, and ideas that ensure your effort to change behavior is as successful as possible. Whether you are a concerned resident, a behavior change specialist, or a practitioner looking to increase the adoption of environmentally responsible behaviors there is something for you in this resource.
  • Rapid Assessment for Outreach Programs Fostering Environmentally Responsible Behaviors
    This document is designed to assist organizations with assessing whether elements of their environmental behavior change programs are being used to their full potential. Program elements are summarized into one-page assessments, including questions about the use of a particular program element, based on what research shows is most effective. These questions serve to prompt the assessor to examine how a program is currently utilizing the element and ways the use of the element could be improved.
  • Strategies for Motivating Watershed Stewardship: A Guide to Research-Based Practices
    Despite the fact that Chesapeake Bay Watershed residents are generally concerned about the Bay’s health, they continue to behave in ways harmful to the Bay and its local waters (McClafferty, 2001; Raabe. 2011). This document describes a variety of strategies that environmental outreach programs can utilize to foster environmentally responsible behaviors (ERB). In particular, Chesapeake Bay Watershed organizations can use this document to help inform the design and implementation of outreach programs.


Native Plants


Mapping and Site Selection

  • Water Resources Registry (WRR) – An interactive mapping for grantees to build their own site maps for project submission, for Trust staff to research sites, and for Trust staff and partners to share site visits and site information, etc. The latest mapping layers for MD are available and easily added, viewed, used to select restoration or protection, and exported to PDF.
  • MD iMAP – Maryland’s mapping and GIS data portal. This data is also included in the WRR.

Sea Level Rise Mapping tools

MD Trust Fund Project Sites

Green Stormwater Infrastructure siMple Pollutant Load Reduction Estimator

The Green Stormwater Infrastructure siMple Pollutant Load Reduction Estimator was developed to help Chesapeake Bay communities more easily and consistently estimate the water quality benefits of proposed stormwater retrofit and community greening projects. The tool is an easy-to-use spreadsheet that is consistent with the pollutant loading rates and load reduction efficiencies used in the Chesapeake Bay Model. It allows users to estimate pollutant load reductions from individual projects as well as to compare a suite of candidate projects based on factors such as cost-effectiveness, pollutant load reduction, maintenance burden, and constructability.


The Trust strongly encourages and sometimes requires our grantees to consider project signage as part of their proposal. Signage functions to increase awareness, educate the public, foster appreciation and long-term sustainability, and demonstrate commitment to communicating the purpose and value of water quality-related projects.

Interpretive signage on restoration projects educates visitors about the ecological (and other) functions of your project and signals to maintenance staff that an environmental restoration project is present that must be protected and managed.

Research shows that the presence of signage is one of the factors most highly correlated with project success.

These links can provide direction and guidance when creating project signage:

Examples from other projects may provide a good starting point as you develop interpretive signage.  You can use others’ work to guide your decisions on wording, graphics, and type of signage. To prolong the life of the sign, check with the signage company to see if the sign image can be printed on both sides of the panel. Click on each image to view a larger version.

Bioswales, Buffers, Eco Tours, Green Streets

Living Shorelines

Rain Barrels & Cisterns

Rain Gardens, Conservation Landscapes, Native Plants

Stream Restoration, Trash Trap, Tree Planting

Wetlands and Other

The Trust does not endorse any signage companies. While this is not an exhaustive list, the following are companies that provide signage to the Chesapeake Bay region.

Social Marketing

McKenzie-Mohr, D., Lee, N., Schultz, W., & Kotler, P. (2011). Social Marketing to Protect the Environment: What works. Sage. Link on Amazon:

Gardner, G. T. & Stern, P.C. (2002). Environmental Problems and Human Behavior (2nd Edition). Boston: Allyn and Bacon.

Cialdini, Robert. (2007). Influence: The Psychology of Persuasion. Harper.

Andreasen, Alan (1995). Marketing Social Change: Changing Behavior to Promote Health, Social Development, and the Environment. Josey Bass.

CBSM Case Study Webinars:

Tools of Change website:

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