Reporting Procedures

All grantees are required to submit reports on progress achieving the goals, objectives, and outcomes identified in the proposal.

Grant Reporting Guidelines

Please utilize the online Grants Management Portal to complete your report. You can use the same login used on your original proposal  to access the system. If you do not remember the email address that was used for your organization’s profile, please contact Hollyann Vickers at hvickers@pfs-llc.netdo not register again and create a new account.

Online Reporting Instructions

For your convenience, the foundation’s reporting requirements and narrative questions are outlined in the Grant Report Overview. Please download the report overview and follow the instructions as listed.

Using the portal link, log in with the User ID and Password previously provided to you. If you do not have a login, please contact us.

Select the “Grant Reports to Complete” icon to access the report form and click the Grant Report link.

Save frequently using the “Save” button on the application page, as the form will not auto-save your work. This will also enable you to logout and return to your work.

When you have completed the report and uploaded the required attachment(s), click Submit. Once you have submitted the report it cannot be edited. You will receive an email confirming that your report has been received.

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 reporting process to Hollyann Vickers at 415.561.6540 ext.234 or hvickers@pfs-llc.net.