Preparing the Budget Summary


Teacher and elementary students after insect collecting
Type or print all responses clearly. This section of the application is valued at 20 percent.

Each expenditure must be correlated to the narrative. Reviewers consider how each requested item contributes to the overall value of the project. Proposals are funded on an "all or nothing" basis. Grant writers are therefore strongly encouraged to limit the budget request to resources which are essential for meeting the proposal's goal(s) and objective(s).

Itemize each expenditure ( i.e., identify specific items, unit cost, and quantities).

Use a completed sample "Budget Summary" webpage as a guide. For your convenience, links to blank forms are provided.

Blank Budget Summary Form
Blank Budget Summary Form 

If many items are being purchased, if desired, create a category heading (e.g., children's books) and use the category heading and total price on the budget summary form; use additional sheets to provide the detail of the items to be purchased within the category (e.g., author, title, unit price,and number of units of each book desired). 

If desired, your itemized budget may include itemized bid(s) from vendors or contractors.

Eligible expenditure categories include:

  • Salaries and honoraria
  • Fringe benefits
  • In-state travel, meals, and lodging (not affiliated with attending, presenting or exhibiting at conferences)
  • Materials/supplies
  • Increased itemized operating expenses that are directly related to the proposed project. 

There are limits to capital and site enhancement expenditures (see below for definitions and limits).

Ineligible expenditure categories include:Lady with small mammal live trap box

  • Grant funds used to supplant existing funding, including existing salary or honoraria
  • Ongoing operating expenses
  • Indirect costs or overhead costs
  • Expenses or funds encumbered prior to July 1, 2014 or after December 31, 2015
  • Religious activity or instruction
  • Salaries and honoraria which pay a private school instructor's base salary or which supplant existing funding
  • Costs of attending, presenting, or exhibiting at conferences
  • Out-of-state travel, meals and lodging (including costs to bring out-of-state people into Wisconsin)
  • Real estate acquisitions
  • Office equipment or furniture
  • Endowment contributions
  • Accreditation fees
  • Projects which are essentially field trips
  • Capital expenditures beyond the maximum limit
  • Site enhancement expenditures beyond the maximum limit
No grant funds may be used to supplant existing funding.


Capital Expenditure

Capital items are defined as a material/supply budget item, listed within the grant request column, with an initial, individual cost of $100 or more.

Each grant category has a capital expenditure limit. Please refer to guidelines specific to each category for more information.

Proposals seeking more than the maximum capital expenditure, as determined by the reviewers, will be disqualified.

  
  
  
  
General EE75%50%50%
Water75%50%50%
Forestry75%50%50%
School Forest Education Plan0%0%0%
School Forest Implementation75%75%75%

Site Enhancement Expenditure

Site and/or facility enhancement projects are anything that physically alters the property in any way, for any period of time, and includes, but is not limited to:

  • landscaping, planting, or harvesting
  • construction or modification of indoor or outdoor structures
  • site development or modification (trail development, interpretive sign or display installation, habitat improvement or restoration projects, renewable energy equipment installation, installation of paintings or other artwork, installation of tents, portable bathroom facilities, etc.)

Purchase or rental costs for equipment/tools and materials to conduct the enhancement (e.g., rakes, shovels, loppers, saws, hammers, paintbrushes, safety glasses, ladders, lumber, plants, hoses, concrete, bolts, hip waders, etc.) must be included in calculating the site enhancement cost.

Labor to research, design, plan, conduct or supervise site enhancement activities must be included in calculating the total site enhancement costs.

Calculate the site enhancement expenditure by adding all salary/honoraria, fringe benefits, travel and material/supply items listed within the grant request column that are in any way related to site and/or facility enhancement.

Each grant category has a site enhancement expenditure limit. Please refer to guidelines specific to each category for more information.

Proposals seeking more than the maximum site enhancement expenditure, as determined by the reviewers, will be disqualified.

  
  
  
  
General EE75%50%50%
Water75%50%50%
Forestry75%50%50%
School Forest Education Plan0%0%0%
School Forest Implementation75%75%75%

Matching ContributionsChildren in costumes for Earth Day play

Matching contribution must be at least 25% of the requested grant funds. Match amounts listed on the budget summary page must be contributed within the proposed project timeline and between July1, 2014 and December 31, 2015.

Amount of match over minimum is not evaluated as a criterion of funding. Matching contributions consist of money, supplies, and services. All matches must be guaranteed at the time the proposal is submitted. State agency applicants should contact the local budget specialist regarding agency grant application procedures and in-kind contributions.

Matching contributions consist of money, supplies or services:

  • Monetary contributions involve the donation of money or collection of participant fees.
  • Supply contributions involve the purchase or donation of materials specifically for use in the project and within the grant project timeline of July 1, 2014 and December 31, 2015. This does not include the value of supplies (e.g., land, office space, or field or classroom equipment) that already are available for use for this and other projects
  • Service contributions involve the donation of time to implement the project. The value of the time for people who would normally be paid for the role they will play in the project may be included. Base the value on what you would pay to have comparable work done.

Proposals that do not have at least a 25% match, as determined by the reviewers, will be disqualified.