New PhilNet User`s Manual - Community Foundation of Broward
Contents
1. yp COMMUNITY FOUNDATION lt OF BROWARD PhilNet Philanthropy Network for Broward Nonprofit Organization User Manual PhilNet Philanthropy Network for Broward User Manual Introduction Welcome to PhilNet Philanthropy Network for Broward a web based technology that allows you as a nonprofit organization to manage the Community Foundation grants process online With the re launch of PhilNet all grant proposals will be submitted online Now it s easier for you to apply for and manage grants freeing up your time to focus on your mission What are the big changes Area Benefit to You General A much simpler process Profile Info e Edit your profile information directly on the application Do not need to navigate to a separate profile section Applications CEO President ED email address as login e Easier navigation Open attachments from draft and submitted applications e Email a draft application to others in your organization right from PhilNet e Word limitations for answers not character limitations Reports All grant reports can now be submitted via email in a Word document How Does PhilNet Philanthropy Network for Broward work Once a proposal is submitted through PhilNet it is thoroughly reviewed by Community Foundation staff who determines if the proposal represents an innovative project that would address an area of considerable need and have significant positive impact i2. wil no longer accept papar applications Once your submit an application staff wil review all proposals identify the most innovative projects that addrase the most compelling needs and feature these projects In tha online system PhilNet Philanthropy Network for Broward Foundation staff and or Fundholders ara then abla to search onina for proposals that match thei Intarasts and have impact in Broward County With the onine system wa are also able te recommend your proposals to other community partners Preference will be given to proposals that use a collaborative approach to produce stronger results pursue strategies that address new or emerging needs er approach existing anes more effectively address multiple areas under each itive demonstrate affective programs with clearly defined compeling outcomes Features of Philwat Submit up to Four proposals a year Complete and submit online grant applications with required supporting documentation Maintain up to date erganization and contact infomation Receive email acknowledgements for online submissions Current RFPs Available Re engage for Good RFP To axpand opportunities for rating or soon to retira baomars to become engaged as vital civic resources in their communities and to capitalize on the tine talent and expenence of baby boomers in Broward County No proposals are accepted at this time however please contact Sheri Brown ta discuss your propaca idea and fut
3. access submitted applications and saved draft applications from the Account page open 4 The following applications have been started but have not yet been submitted To edit or submit an application click an the application name Please note applications that have not been updated in over 120 days will be automatically deleted TT omo tast upcara acon Community foundation of Brovard Grant Applicston 20 33 osfox2oi0 EA Community Foundation of Broward Grant Apnlication 20 23 osoz M G4 Submitted 6 These applications hava sready been suber Ta view sumrtary of the applcation fifomalion elik the application riarne a oY Gorrimunity Foundation GF Berani Carik Application Test Project 4500 20140 c6 02 2010 12 48 58 3M
4. ed with other parties 5 Letters of support Letters of support are required if third party is involved in delivering program If no third party is involved you may still include letters of support that verify project need and your organization s ability to deliver proposed program Letter should be on the third party s letterhead 6 Annual report or any marketing material s about your organization if available Limit to two items Contactus Help Click here for Online Resources and Forms Page 1 2 3 4 5 6 Rewew My application printer Friendly Version Email Draft Attachments Please upload the folowing attachments If documents are not electronic to upload to the application The diferent attachments are uplea row in the options feld ey wil need to be By cicing on the do Fully completed Budget Forms Complete all thrae tabs on the Excel spraadehoot The curent ms determination letter it annual financial statement independently audited if available if net available attach IRS Form 990 Include a copy of management letter gt List of members of Board of Directors with their affiliations this information will not be shared With ether parties Letters of support Le involved in delivering program tf no third party heed and your organizatie party s letterhead of support are required if third party Annual report or any markating materials about your organization i
5. f avaliable Limit to two Upload The maximum size ns such as a combined is 25 MB Please note that fles with certain 2 or bat cannot be uploaded Title Budget Bundle Required Fie Name Financial Sitamani RE Deremiraton ster Required CisorBoade oreson Retired fercatnepos fonia ere Manei Mare soe epon im E e Brasri VII Finishing and Submitting Your Application 1 The Review My Application link at the top of the page will a Allow you to review your application b Point out any required sections you are missing c Make edits in this view 2 Printer Friendly Version will print a hard copy or your entire application 3 Email Draft will email a copy of the application This may be used to have others review a draft prior to submitting Community Foundation of Broward Grant Application ContactUs Help Click here for Online Resources and Forms Account nrogan cfbroward org 3 required before final submission Page 1 2 3 4 5 6 Review My Application Printer Friendly Version gmail Draft Section A Grant Information 4 Save amp Finish Later button will close the application and save it in the Open application section on your home page 5 Once you are satisfied with the application click the Submit button You will receive an email notification of your submission of your application Save amp Finish Later Review amp Submit 4 5 6 You can
6. fit Login button COMMUNITY QF IY piosen cas none ca anora Pat omg NONPROFIT LOGIN Phil Net Account Registration Login page From this page you can e Login in to an existing account e Create a new account PhilNet PHILANTHROPY NETWORK FOR BROWARD Access grant information before you login by clicking on Account Login the PhilNet Resources and Forms link at the top of the Contact Us clic hers for Philvet Resources and Forms Please Sign Tn Welcome to PhilNet for Grantseekers i ip Welcome to PhiNet Philanthropy Network for Broward the PhilNet User Tip Community Foundation of Bromard s onina grant processing Even though your H ats With the launch of hilet all proposals must be submitted organization may have registered for On Philvet you are able to the old version of Track submitted proposals i Submit multiple proposals PhilNet you will I eens APP information and applications need to re register to 1 you are a new to this version of PhiiNet you wit need to register as a new online applicant create an account in All organizations must use the CEO ED President s email the New PhilNet address as the organization s login Please choose a password that is relevantto your organization and easy to remember Eman arean Por iie Cam a returning online applicant Click here if you forgot your password You must create an account i
7. ll do who it will impact and how many what is improved for target population and what is the measurable outcome for the target population Broward County Please use the format outlined below To provide what services to how many and what target audience so to that will improve what situation condition and achieve what outcomes Limit 60 words PhilNet User Tip The Project Summary should give all reviewers even those not familiar with your organization or the services you provide a clear understanding of what your project will accomplish Outcomes 1 Measurable Outcomes Articulate what measurable changes will occur in your target population as a direct result of your program 2 Outcome Strategy Describe the specific service assistance training you will provide implement etc to achieve the above outcome 3 Outcome Evaluation Identify how you will evaluate your project so you are able to determine how effective your project was Project Measurable Outcomes What are the measurable outcomes this project will accomplish For each outcome Describe the strategy you will use to achieve the Outcome Describe how you will evaluate each Outcome Limit for each field below 69 words Measurable Outcome One X Strategy to Achieve Outcome One outcome One Evaluation Project Description The information here should paint a picture of your project The reader should be able to vis
8. n New PhilNet to request a password Passwords will be mailed to the CEO ED President s email address Create an Account Each organization should have one account with only one user ID CEO ED President s email address and one password Account Creation Contact Us Click here for PhilNet Resources and Forms Create an Account An account allows you to access your saved and submitted applications at anybme It also allows us to send you a submission confirmation e mail and notify you if additional information is necessary to process your application E mail Address Your CEO ED President nonprofit org CERTIFY EST Password minimum of 5 characters Confirm password Creata an Account Click here to go back to the login page Your Account Once you create an account or logon to an existing one your PhilNet Account page will open fom e S Seal ane gt ae Account nrogangcfbroward org change E maili Password You can access grant guidelines PhilNet manual RFPs and forms by clicking the PhilNet Resources and Forms link at the top of the page here for PhilNet Resources and Forms Welcome to PhilNet for Grantseekers Welcome to Philet Phianthropy Network for Broward cur online grant processing system that usas state of the art technology se you may actively manage your grants With the launch of PhiNet we
9. n the community If so the proposal will be posted on PhilNet and is then available for staff to easily find and recommend to our Fundholders and our philanthropic partners PhilNet is also a unique services for our donor advised Fundholders those Fundholders who make grant recommendations directly from their charitable Funds They have access to PhilNet and are able to search for projects that meet their interests An account is required for all nonprofits to use PhilNet Once registered you will be able to e submit proposals for grants e update organizational information e track draft and submitted proposals Please review the following material to help you better understand the process and get you started If you have any questions please call Nancy Rogan manager of grants and initiatives 954 761 9503 Table of Contents Introduction Get Started in New PhilNet Account Registration Login 4 Your Account 5 Application Worksheet 6 Your Profile Information Open a New Application Application Basics Navigation Application Basics View Review 7 Application Question Details 7 8 Attachments 9 Finishing and Submitting Your Application 10 Get Started in New PhilNet 1 From Community Foundation of Broward home page click the PhilNet link eee Baer Farsi rd ee l COMMUNITY FOUNDATION Lear about 2 Click the Nonpro
10. ove to the next section in the application if the answers exceed the limits II Open a New Application Applications Forms Click here to access the Community Foundation of Broward Grant Anplcaton lt Ca here to open a new application Open The following applications have been started but have not yet been submitted To edit or submit an application click on the Please note applications that have not been updated in over 120 d Application Name PhilNet User Tip As you open a new application you may need to re login to PIONS ADO OEN CRE O E link that application to your account II Your Profile Information Organization profile information is entered when you begin your first application Each subsequent application will open with the information already entered You can review it and update as necessary right from the form IV Application Basics Navigation 1 Use the buttons on the bottom of the screen to navigate through the application a Save and Finish Later will close the application and take you to your Account page b Next will move to the next page Save amp Finish Later 2 Use the page numbers at the top of the page to jump from section to section Just click on a number and the application will take you to that page So easy Community Foundation of Broward Grant Application ContactUs Help Click here for Online Resources and Forms Account nrogan cforo
11. ualize what will take place so they fully understand the project s design and how it is implemented Project Description Provide a clear narrative describing how your project will be delivered do not use bullets Paint a picture as to how this project will achieve the outcomes listed previously by outlining What are the exact services provided how they will be implemented when amp where they occur days time location duration who will implement them how target population will access your project Limit 400 words PhilNet User Tip The Project Description should give any reviewer even someone who is not familiar with your organization or the services you provide a clear understanding of how your project will accomplish the outcomes e Please do not use technical jargon e Spell out acronyms VI Attachments Please upload the following attachments If documents are not electronic they will need to be scanned to upload to the application The different attachments are uploaded by clicking on the down arrow in the options field 1 Fully completed Budget Forms Complete all three tabs on the Excel spreadsheet 2 The current IRS determination letter 3 Most recent annual financial statement independently audited if available if not available attach IRS Form 990 Include a copy of management letter 4 List of members of your Board of Directors with their affiliations this information will not be shar
12. ure proposal submission To ace full REP cick on the PhilNet Resources link at the top af the page To access the PhilNet user Manual and the Community Foundation af Breward Grant Guidelines click en the or INet Resources lnk at the top of the page Applications Forms Click hare to access the Community Foundation of Broward Grant Application Ga Open new applications here Open The following applicabons have been started but have not yet been submitted To edit or submit an application cick on the application name Pease note applicabons that have not been updated in over 120 days willbe automaticaly deleted a A astundatea acion sity Foundation oF Broar arant saglanan ane oovan Te Draft applications are filed here pratt Faia of Kor Gr sue cso TE 20137 osou Submitted These applications have already been submitted To view a summary of the application information cick the application nama You curently have ne SUBMITTED applications Submitted applications are filed her To Submit a Proposal I Application Worksheet 1 Download a copy of the worksheet from the PhilNet Resources and Forms link at the top of the page Use the worksheet to spell check and check your word count before submitting the online proposal Cut and paste your answers from the worksheet into the online form PhilNet User Tip The online form has word limitations It will not m
13. ward org M Required before final submission Ze CPage 1 2 3 4 5 6 Review My application printer Friendly Version gmail Draft Section A Grant Information View Review 1 Review My Application allows you to review the application and make edits This link will also highlight required fields that have not been completed 2 Printer Friendly Version will print out the full application with text 3 Email Draft will email a proposal to another email address this should not be used to submit proposals This is a great feature to use to have someone proof or approve the application Community Foundation of Broward Grant Application ContactUs Help Click here for Online Resources and Forms Account nrogan cforoward org Required before final submission Page 1 2 3 4 5 6 Review My Application Printer Friendly Version gmail Draft Section A Grant Information V Application Question Details The section will highlight application changes and explain questions that are crucial in describing your project Project Summary The information here is the first description of your project a reviewer will see A reviewer could be Foundation Staff other philanthropic partners or Community Foundation Fundholders This summary statement should grab their attention and provide a powerful snapshot of what your project will accomplish X Project Summary Please provide a compelling statement that tells what your project wi
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