Getting Started: Logging in and Navigating

For all resources, see Consultant Portal Resources

Logging In

Log into the Portal (URL: https://us-energyfoundation.my.site.com/s/login/)

• You will land at a HOME page like the image far below.

Portal Tabs

There are four tabs on the Portal with different uses:

1. Home & Your Next Steps is where all of your action items are located.
1. For new engagements, this is where you set up your scope of work, W-9, and banking information.
2. For active engagements, this is where you submit invoices for services and reimbursable and see any denied invoices.
2. Organizations is where you will see all organizations you have an affiliation with.
3. Requests is our term for consultant contracts and grants. You will see all contracts and grants here. Email your program contact if a contract or grant is missing from this list.
4. Payments is where you can see all of the payments outlined in your contract, pending payments you submitted, and payments that were made.

Note: if any information is incorrect, email the portal support team: Consulting Portal Customer Services Support and Inquiries.

Home Page & Your Next Steps: New Engagement

Home Page & Your Next Steps: Active Engagement, Invoicing

At the bottom of the HOME page, you will see the FIP Invoices Due section under Your Next Steps.

• The includes your anticipated payments for each service period of your active requests (our term for consulting contracts). The list will include anticipated payments missing a submitted invoice that are past due or coming due within the next 14 days.
• As outlined in your consulting agreement, a payment number has been pre-assigned to each anticipated payment. These payments are created even though the actual payment has not yet occurred.