Budget Instructions

Personnel

Baldwin proposals may include faculty, staff, PA or TA or student hourly support. Resources proposed should not be used to supplant funds that support existing teaching or research, but should rather be used toward additional activities that put research into action with and for communities. Because the grants are intended to leverage existing programs, where faculty and staff are concerned, a guiding rule might be to keep the Baldwin funded support level to approximately 10%. This maximum is intended as guidance only. Each budget will be reviewed carefully to ensure that proposed support is both adequate and necessary.

Identify personnel by name, title, role in the proposal and percent effort for each year of support requested. Include the appropriate fringe benefit amount (to anticipate future rates, estimate an additional 1% per year to current rates). Estimate 2% for annual pay plan increases beginning July 2018. For graduate students appointed at 1/3rd time or more, include tuition remission of $12,000 ($6,000 per semester) for FY18, and $12,000 ($6,000 per semester) for FY19.

(Rate for FY18 has not yet been determined, so please use the FY17 rate, if required.) No charge for tuition remission is needed for summer. For full proposals, attach a one-page vita for project director(s) and other key project personnel. Do not include vita at the pre-proposal stage.

 

Estimated fringe benefit rates (July 1, 2016–June 30, 2017)*

*Check RSP website for most current rates

Regular Faculty and Academic Staff
39.7%
Regular Classified
51.6%
Project Assistants
23.5%
Limited Term Employees (LTEs)
9.8%
Ad Hoc Program Specialists, Undergraduate Assistants, Undergraduate Interns
1.0%
Student Hourly Employees
3.3%

Supplies and expenses

Identify and list major supplies and other expenses by item and amount requested for each. Because the endowment primarily is intended to support people and projects, capital equipment requests will only be considered if the equipment proposed is essential to the completion of the project. If you propose any capital equipment (items costing $5,000 or more), please justify how the equipment is essential for the success of the project.

Matching funds and contributing efforts

While matching funds are not required for Reilly Baldwin Wisconsin Idea Endowment proposals, reporting any in-kind or fiscal match or contributions can strengthen proposals. Please identify partner/contributed or matching funds or projected program revenue, if appropriate, both in the budget explanation/justification and at the bottom of the budget-request form. No extramural transmittal support form is required for the Reilly Baldwin proposal process. For program revenue operations, please describe the nature of the program revenue structure. Do not include program revenue amounts or matching funds in the budget request detail above the lines provided for reporting those amounts.  The budget request detail should include only dollars requested as part of the application submission.

Annual budget submissions

Projects lasting more than one year will be required to submit an annual progress report and budget request. Year two and three funds will be transferred based on progress toward meeting project goals.

Transmittal of awards

Approved projects will receive funding from the Ira and Ineva Reilly Baldwin Wisconsin Idea Endowment through the UW Foundation and awards will be transmitted to the applicant’s department/unit. It is necessary to segregate the award in an account designated for the approved project. All expenditures must adhere to university and state policies and procedures.