Submitting a Scope of Work (SOW)

On the Home Page of the portal, you will find Your Next Steps and Submit Scope of Work.

1. If you have multiple contracts pending, you may seem multiple "requests" under Your Next Steps. Use the radial button the left to select which request. Click Submit Scope of Work.

2. Complete the SOW form. A few important notes:
1. Request Name shows the unique contract number that will be used in all correspondences.
2. Request Amount is the maximum amount for this scope of work for both services and reimbursables.
3. Project Purpose should be a brief--only a few words--description of the project.
4. Payment Schedule represents the cadence of payments: Monthly, Quarterly, Flat Fee, or Custom. This information will be used to create the payments you will use to submit your invoice. See Submitting Consultant Invoices for Service Fees.
5. Service Fees are the amount of services for this contract, as opposed to the amount of reimbursables allowed. This number may not exceed the request amount shown at the top.
6. Reimbursable Amount will populate automatically based on service fees.
7. Proposed Start Date and Proposed End Date are the start and dates for this contract. All activities invoiced under this project must fall between these dates unless the contract is amended.
8. Upload SOW Document is required for your written scope of work, describing services under this contract. It must be in pdf format. Be sure to click DONE on the document upload before you Save or Submit!
1. 
3. Save or Submit
1. Save allows you to save and return to the document.
2. Submit prompts you to review for a final time.
4. Review or Confirm Submit
1. Go Back to Edit allows you to continue editing.
2. Confirm Submit sends the SOW to the foundation where we will review it. You can see all requests, including pending ones submitted, under the Requests tab.

Submit SOW Form

SOW Review Form

SOW Confirmation