Consultant Portal Resources

Consulting Portal Customer Services Support and Inquiries

To send an inquiry or request assistance, first determine which entity your consulting agreement is with, then send your message to the relevant email address listed below. All inquiries will receive a response within 2 business days.

• For consulting agreements with U.S. Energy Foundation: consulting-help@ef.org
• For consulting agreements with Energy Action Fund: consulting-help@energyactionfund.org

To help us help you more efficiently, please include:

• Your Organization Name
• Your Request ID Number

Your request number and other details are included in your consulting agreement, in the portal, and in system-generated emails.

Portal Access

• Accessing the Portal: Portal (URL: https://us-energyfoundation.my.site.com/s/login/)
• Getting Started: Logging in and Navigating Next Steps

Submitting Invoices

• Consultant Invoice Documentation Decision Tree

Service Invoices

• Submitting Consultant Invoices for Service Fees
• Invoice Template for Services

Reimbursable Invoices

• Submitting an Invoice for Allowed Out-of-pocket Reimbursable Expenses
• Invoice Template for Reimbursements

Media Buys

• Invoice content for Advance Payment Requests for Media Buys

New Contracts

All new contracts must have the following elements (with instructions):

• Statement of Work
• Submitting a Scope of Work (SOW)
• Submit a W-9
• Setting up your W-9
• Create Contacts, including person with signatory authority for your organization
• Creating Contacts & Managing Signatory
• Set up Electronic Payment
• Portal Access Instructions for Banking Information Setup | ACH Setup | Electronic Payment Setup

Additional Materials

• How to create a PDF
• Downloading Templates in Guru