Reporting and Renewal Procedures

Reporting Instructions

All grantees are required to submit both a progress and final report. Specific due dates will be included in the organization’s grant agreement. Failure to meet the reporting deadline may jeopardize future funding. Please use Progress Report Form for progress reports and Final Report Form for final reports.

Please provide the information requested. Your answers should be brief, but complete.  We hope you will be candid in telling us what was successful, as well as what was unsuccessful, so that we can all learn through your efforts.

 

To complete your progress or final report:

Step 1:  Log in to the grants management portal (please call or email Jessica if you need the weblink or password –jsutton@pfs-llc.net or 415-561-6540 x238).

Step 2:  Complete your report by clicking the icon “Grant Reports to Complete”. Please save your work periodically, as the application form will not auto-save your work.

Step 3:  When you have completed the report and uploaded the required attachment(s), click Submit.

If you have any questions, please call or email Jessica at (415) 561-6540 x 238 or jsutton@pfs-llc.net.

 

Renewal Instructions

Grantees who wish to be considered for subsequent grant funding should submit a renewal request, which will fulfill the grant report requirements and serve as a new application for renewed funding.

Organizations that received a grant within the past 14 months and ARE planning to reapply for funding:

Step 1: Follow the Reporting Instructions outlined above to submit your grant report.

Step 2: Once the report form has been submitted, you must click on the link in the yellow box at the bottom of the page that says, “Click here to apply for a renewal” in order to access the renewal form (if you click on the “New Proposal” icon, you will be directed to the wrong application).

Step 3: If you are not ready to complete the renewal form, you should still click the link and, when the renewal form opens, click  “Save Draft” at the bottom of the page, so you can save your work and return to it at a later date. If you choose to do so, you will be able to access the renewal form by clicking on the “Current Proposals” icon on your homepage.

Step 4: For your convenience, the foundation has compiled a step-by-step downloadable overview, outlining each question you’ll be asked to complete in the online renewal form. We encourage you to draft your narratives in Microsoft Word and then copy and paste in to the online report. Download the Renewal Application Overview.

Step 5: Once your application has been submitted, you will be able to print a copy, but will not be able to edit it.

The Foundation’s goal is to make the grant process as manageable as possible for prospective grantees. Please direct technical questions and feedback about the application process to Jessica Sutton, at 415.561.6540 x 238 or jsutton@pfs-llc.net