Logging in & Submitting: Letter of Intent

1. Logging in & Submitting: Letter of Intent Deadline for Submission: February 23rd, 2012 For more info: www.pottstownfoundation.org Pottstown Area Health & Wellness Foundation

2. How It Works Grantee Portal https://www.GrantRequest.com/SID_1459 USE THIS LINK TO ACCESS PROPOSALS YOU HAVE ALREADY STARTED OR SUBMITTED • You will use the same log-in and password from the LOI stage to access your request history, move ahead at application time, and submit requirements when reports are due. There are two access points for our online system. The links below can be found on our website! www.pottstownfoundation.org>>Grants & Giving >>Process • LOI Portal • https://www.GrantRequest.com/SID_1459?SA=SNA&FID=35003 • USE THIS LINK ONLY TO BEGIN A NEW LETTER OF INTENT (LOI) • If you do not have an account, start here by creating an account and continue with your new LOI submission. • If you already have an account and have started/submitted a separate proposal, you can start a new LOI here (for a new project) and use the same log-in from the previous proposal(s).

3. Access the LOI Portal If it’s your first time visiting our site, please select the New Applicant link to create an account.

4. Please note: You are creating an account for the organization; you may want to use a password which is not personal if you are sharing with colleagues.

5. Having your Tax ID number on hand will make the process more efficient! If your organization does not have a Tax ID number, please enter the organization’s main phone number and click “OK”.

6. Please note that entering any number that is not a valid federal Tax ID number (including your phone number), will result in this error message. If you’ve entered the appropriate phone or Tax ID number, select OK to continue.

7. If you have any questions about our Foundation and the area we serve, this link is available on every page! Please be prepared to answer these eligibility questions.

8. Did you know? Clicking “Contact Us” allows you to generate an email to our inbox at GrantsApplication@pottstownfoundation.org This button can be found on every page! You will only see this screen if your answers indicate that your proposal does not fit our mission.

9. You are looking at the first page of the Letter of Intent. Use these tabs for easy navigation! Please enter information as it pertains to the ORGANIZATION. If you’ve entered your Tax ID number, some of this information may populate for you.

10. Page 1: Continued… So we can grasp a big picture view of your organization, please be as accurate as possible in reporting these figures. At any point, you may save your progress by clicking “Save & Finish Later”

11. Letter of Intent Page 2: Tell us about your Primary Contacts Please note: your Organization Primary Contact & Project Primary Contact may be different (or the same!). Respond accordingly.

12. Page 2: Continued Remember: You can ALWAYS “Save & Finish Later” if you need more time.

13. Letter of Intent Page 3: Tell us about your project! As you will have an opportunity to upload a letter to our Executive Director on the next page, please use this page to provide us a brief snapshot of your proposal. We hope to share this information with our Board of Directors.

14. Page 3: Continued Select all that apply to provide a snapshot of demographic data as it pertains to your PROJECT (not your entire organization).

15. Read my blog ! www.missionhealthyliving.org Tips from our Program Officers Dr. Laurie BettsHealth Access Anna BrendleSchools, Recreation & Active Living How to know if you need more than one proposal: Evaluate your request by the priority areas listed below (and on our website). Ideally, your proposal will be a match to one of these six program areas. If any part of your proposal includes a capital request, please submit it as a separate proposal. Remember to choose the one that meets the anticipated OUTCOME OF YOUR PROJECT, not your organization itself. How to decide what information to share with us: We understand that you are naturally excited about the work your organization is doing and we certainly are as well! Although you could write us a book, here are ideas we consider when evaluating incoming letters of intent. Does your project… • Provide outcomes with measurable objectives tied to PAHWF priority areas (1, A, B, C, 2, 3) • Clearly focus on one priority area • Use innovation and creativity to promote collaboration within community • Demonstrate efficient and effective management of finances to promote sustainable success within the organization or program. • 1- Funding programs and solutions for long-term improvement in healthy behaviors. • 1A- Promoting healthy living through nutrition, activities and programs in public and private schools to reduce obesity and encourage healthy living. • 1B- Improving parks, programming and the built environment to increase access and physical activity. 1C- Creating and promoting social networks involving healthy living. • 2- Funding programs for physical health and emotional well-being • 3- Funding learning opportunities and strategic planning to strengthen non-profits.

16. Letter of Intent Page 4: Upload your Letter to our Foundation! Submitting additional information is optional . We will accept it and consider it but it is not required. The “Letter of Intent” should: *Be on letterhead from your organization. *Not exceed ONE page *Identify and describe the nonprofit organization who will oversee this project *Explain how this project ties in with the Foundation’s mission of enhancing the health and wellness of area residents

17. Use this “Printer Friendly Version” button to open a new screen that will allow you to print your submission for your files. This page will show you a summary of everything that has been entered in the order it was requested. Before you can submit, you will need to have filled out all *Required fields You also have the option of emailing yourself, or others (up to 10!), a draft of your submission.

18. Feel free to add GrantsApplication@pottstownfoundation.org To your recipients! From the “Email Draft” link, this page will present itself. This function allows you to write a message and send a digital copy of your work to up to 10 email addresses.

19. SPRING 2012 LOI’s DUE FEBRUARY 23, 2012 I clicked SUBMIT: Now what? Take a deep breath and reward yourself with a nice piece of dark chocolate! You should receive an email confirming that our system has received your submission. (CHECK YOUR JUNK MAIL AND CHANGE FILTERS AS NECESSARY) Our Staff and Grants Committee will review your proposal and get back to you via email by APRIL 7, 2012. A Healthier Pottstown 12345

20. Remember- you can ALWAYS You can ALWAYS come back and work on your proposal through the grantee portal. To return to saved work, go to: www.grantrequest.com/SID_1459 Sign In with the E-mail & Password you created on your initial visit to our site. Select the request you want to work on and pick up right where you left off!

21. Thank you for sharing our dream of improving the health and well-being of Pottstown! We appreciate your support in providing area residents with opportunities to enthusiastically embrace a healthier lifestyle If you have any questions, please contact our Program Officers Dr. Laurie BettsHealth Access lbetts@pottstownfoundation.org Anna Brendle Schools, Recreation & Active Living abrendle@pottstownfoundation.org