GRANTEE PORTAL: Working with Proposal Budgets, to Submit

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Caren Quinn
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GRANTEE PORTAL: Working with Proposal Budgets, to Submit The following will show you how to create a proposal budget and submit it to the Foundation.

1 GRANTEE PORTAL: Working with Proposal Budgets, to Submit The following will show you how to create a proposal budget and submit it to the Foundation. LOG IN TO THE GRANTEE PORTAL Please note that the Foundation s grantee portal is optimized for Google Chrome. For ease of use, install Google Chrome on your computer.. Go to 2. Enter Username ( address) and Password in the fields provided. 3. Click the Sign In button. If you forget your password, click the Reset or create password link, and follow the instructions provided. Assistance: For technical support, please contact Foundation staff at fluxxusers@mellon.org or call (22) during business hours (9:00 a.m. 5:30 p.m. EST). You should expect a response to your within three business days. For program-related questions, please contact program staff. 2 LOCATE PROPOSAL. In the menu on the left, select Proposals To Submit. 2. The proposals and inquiries will display in a list. To view the proposal detail, select the relevant proposal record in the list. The full proposal detail will appear to the right. 3. On the proposal detail, click Edit in upper right corner. 3 NAVIGATE TO PROPOSAL GRANT BUDGET SECTION, AND ENTER CURRENCY INFORMATION. Within the proposal detail, use the Table of Contents or scroll to navigate to the Grant Budget section. 2. Enter the following: Budget Currency Exchange Rate, if not USD Rate Date, if not USD Rate Source, if not USD The Andrew W. Mellon Foundation

GRANTEE PORTAL: Working with Proposal Budgets, to Submit continued Create each grant budget period and enter the respective budget amounts for all necessary expenditure categories.

Within the proposal detail, navigate to the Grant Budget section, and find the Budget Period subsection. 2. Click the + icon to create a new budget period. 3. Enter the following: Period Details, (e.

Up to five optional, custom categories may be added to the predefined expenditure categories.

Totals will appear on the proposal record for each period after saving. 6. Repeat these steps for each budget period associated with the proposal.

2 GRANTEE PORTAL: Working with Proposal Budgets, to Submit continued Create each grant budget period and enter the respective budget amounts for all necessary expenditure categories. Once entered, you can export all of the budget periods to Microsoft Excel, though note that changes made in Excel will not be reflected or saved in the portal. 4 CREATE GRANT BUDGET PERIOD(S). Within the proposal detail, navigate to the Grant Budget section, and find the Budget Period subsection. 2. Click the + icon to create a new budget period. 3. Enter the following: Period Details, (e.g., Year, Period ) required Period Start Date, required Period End Date (budget periods are typically one year in duration) Budget amounts for relevant itemized expenditure categories. Up to five optional, custom categories may be added to the predefined expenditure categories. Please refer to the Foundation s proposal guidelines or the proposal Budget Narrative section for definitions of the expenditure categories. 5. Totals will appear on the proposal record for each period after saving. 6. Repeat these steps for each budget period associated with the proposal. Please note: To delete a budget period, please contact Foundation staff. 5 EXPORT BUDGET PERIODS TO EXCEL Applicants may export budget periods to view in Microsoft Excel at any time.. Within the proposal detail, navigate to the Grant Budget section, and find the Budget Period subsection. 2. Click the green Excel icon. 3. The report will download to your computer. Click to open the exported excel report. Please note: Any changes made to the exported Excel spreadsheet are not saved to the grantee portal. If budget edits are required, go back into the grantee portal to the Budget Period section. Click the blue pencil icon for the relevant budget period. Update as needed, and click Save. The Andrew W. Mellon Foundation 2

GRANTEE PORTAL: Working with Proposal Budgets, to Submit continued When all budget periods are complete, review the budget snapshot, provide the final proposal budget authorization, and enter the

3 GRANTEE PORTAL: Working with Proposal Budgets, to Submit continued When all budget periods are complete, review the budget snapshot, provide the final proposal budget authorization, and enter the budget narrative. 6 REVIEW THE BUDGET SNAPSHOT. Within the proposal detail, navigate to the Grant Budget section, and find the Budget Snapshot subsection. 2. In the Budget Snapshot subsection, you may view the budget for all periods of the grant. Depending on how many budget periods are entered, you may need to scroll horizontally to view all of the budget periods. The snapshot also includes totals for each budget period. 7 PROVIDE FINAL PROPOSAL BUDGET AUTHORIZATION. Within the proposal detail, navigate to the Grant Budget section, and find the Final Proposal Budget Authorization subsection. 2. Enter the name and contact details of the person in your organization with institutional responsibility for financial reporting who reviewed the final budget, as follows: Name Title Date 8 ENTER BUDGET NARRATIVE The budget narrative should describe and justify the cost assumptions for each expenditure category. Please review the description of the Foundation s expenditure categories noted in this section and in the proposal guidelines before completing the narrative. The Total Amount Budgeted displays above each expenditure category notes field.. Go to the Budget Narrative section. 2. Enter the following: Budget Notes by Category o Salaries and Wages Fellowships and Residencies o Salaries and Wages Program o Salaries and Wages Administration o Salaries and Wages Other o Benefits o Travel o Conferences and Meetings Non-Travel o Equipment and Supplies o Consultants and Professional Services (incl. Artists Fees) o Subgrants/Regrants o Promotion, Marketing and Advertising o Occupancy Costs o Additional Budget Categories 3. Click Save. Please note: Grant budget information may be edited until the proposal or final proposal is submitted. After submission, budget information becomes read-only. The Andrew W. Mellon Foundation 3

GRANTEE PORTAL: Working with Proposal Budgets, Revisions Requested Foundation staff may request revisions to the proposed budget.

REVIEW COMMENTS FROM FOUNDATION STAFF. In the menu on the left, select Proposals To Edit. 2. The proposals will display in a list.

At the top of the proposal, information from Foundation staff appears for review in a blue box: Comments to Applicant, provides instructions for required edits

3. In the budget period pop-up window, complete requested edits to the budgeted amounts.

. In the menu on the left, select Proposals To Edit. 2. The proposals will display in a list. Click Submit Update. 4.

4 GRANTEE PORTAL: Working with Proposal Budgets, Revisions Requested Foundation staff may request revisions to the proposed budget. You will receive an notification, and the proposal and associated budget periods will be available for revision and submission in the grantee portal. REVIEW COMMENTS FROM FOUNDATION STAFF. In the menu on the left, select Proposals To Edit. 2. The proposals will display in a list. To view the proposal detail, select the relevant proposal record in the list. The full proposal detail will appear to the right. 3. At the top of the proposal, information from Foundation staff appears for review in a blue box: Comments to Applicant, provides instructions for required edits Response Due By date 2 COMPLETE REQUESTED BUDGET EDITS. Within the proposal detail, navigate to the Grant Budget section, and find the Budget Period subsection. 2. Click the blue pencil icon to the right of the budget period you would like to edit. 3. In the budget period pop-up window, complete requested edits to the budgeted amounts. 3 SUBMIT BUDGET REVISIONS TO THE FOUNDATION After saving your budget edits, you need to submit them to the Foundation for review.. In the menu on the left, select Proposals To Edit. 2. The proposals will display in a list. To view the proposal detail, select the relevant proposal record in the list. The full proposal detail will appear to the right. 3. Click Submit Update. 4. In the Note for Submit Update pop-up window, you may include an optional note to the Foundation. 5. Click OK. Your proposal is now with the Foundation for review and will appear under Proposals Submitted. The Andrew W. Mellon Foundation 4

GRANTEE PORTAL: Working with Proposal Budgets, Reporting All grants approved by the Foundation require narrative and financial reports to be submitted together on a schedule established in the

FOR GRANTS APPROVED PRIOR TO APRIL 208 For grants awarded prior to April 208, financial reports should be prepared on the same Budget and Financial Report template submitted with the proposal or with

5 GRANTEE PORTAL: Working with Proposal Budgets, Reporting All grants approved by the Foundation require narrative and financial reports to be submitted together on a schedule established in the Foundation s award letter or as modified in a subsequent writing. FOR GRANTS APPROVED PRIOR TO APRIL 208 For grants awarded prior to April 208, financial reports should be prepared on the same Budget and Financial Report template submitted with the proposal or with the approved Revised Budget and Financial Report template, if applicable. The Budget and Financial Report template should be uploaded to the Documents section of the Report form. LOCATE REPORT RECORD When it is time to submit a report, be sure to select the report that corresponds with the next upcoming report due date.. In the menu on the left, select REPORTS To Submit. 2. The upcoming reports for active grants display in a list. To view the report detail, select the relevant report record in the list. The full report detail will appear to the right. 3. On the report detail, click Edit in the upper right corner. 2 COMPLETE REPORT RECORD. Complete all sections displayed on the report form. 2. Navigate to the Grant Budget section, and upload the Financial Report using the Budget and Financial Report template submitted with the proposal or the approved Revised Budget and Financial Report template, if applicable. 3. Please also provide comments in the Budget Variances and Investment Income field. Please note: Saving does not submit the report to the Foundation. See Step 3 for how to submit. 3 SUBMIT THE REPORT TO THE FOUNDATION. In the menu on the left, click REPORTS To Submit. 2. Your full list of upcoming reports display in the list. To view detail, select the relevant report in the list. 3. Click Submit. 4. In the Note for Submit Update pop-up window, you may include an optional note to the Foundation. 5. Click OK. Please note: Payments that are contingent upon approval of a report are only released upon approval of the report by Foundation staff. The Andrew W. Mellon Foundation 5

GRANTEE PORTAL: Working with Proposal Budgets, Reporting continued All grants approved by the Foundation require narrative and financial reports to be submitted together on a schedule established in

6 GRANTEE PORTAL: Working with Proposal Budgets, Reporting continued All grants approved by the Foundation require narrative and financial reports to be submitted together on a schedule established in the Foundation s award letter or as modified in a subsequent writing. FOR GRANTS APPROVED FROM APRIL 208 ONWARD For grants awarded from April 208 onward, financial reports with actual expenditures should be submitted on the Grant Budgets form in the Foundation s grantee portal. LOCATE RELEVANT BUDGET PERIOD. In the menu on the left, select Grant Budgets To Submit. 2. The grant budget periods will display in a list. To view the budget period detail, select the relevant budget period in the list. The full budget period detail will appear to the right. 3. On the budget period detail, click Edit in upper right corner. 2 ENTER ACTUALS ON RELEVANT BUDGET PERIOD. Navigate to the Investment Income section 2. Enter actuals for all investment income categories during the reporting period. 3. Enter all actuals for the specific budget period. 5. Click Submit. Please note: You must click submit on BOTH the report and the related grant budget period. Both the narrative and financial reports must be submitted to the Foundation for the report to be considered complete and ready for review by the Foundation. Assistance: For technical support, please contact Foundation staff at fluxxusers@mellon.org or call (22) during business hours (9:00 a.m. 5:30 p.m. EST). You should expect a response to your within three business days. For program-related questions, please contact program staff. The Andrew W. Mellon Foundation 6

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