Guides and Forms

Guides to Using the Grantee Portal

Printable Guides

• Logging In
• Updating Contact Information
• Working with Proposals
• Working with Budgets
• Working with Documents
• Request Modification
• Confirming Bank Information

Sample Forms

• Sample Request
• Sample Proposal

Reporting

• Working with Reports
• Working with Financial Reports
• Confirmation of Funds (International Grantees)
• Endowment Financial Reports
• Matching Funds Request
• Reporting on Regrants

Video Tutorials

Overview

View and Update Contact Information

Submit a Proposal

Create a Proposal Budget

Manage Documents

Update and Confirm Bank Information

Forms and Templates

• Budget and Financial Report Template (for grants approved prior to April 2018)
• Revised Budget and Financial Report Template (for grants approved prior to April 2018)