The J.W. McConnell Family Foundation Grantee Portal...

The J.W. McConnell Family Foundation Grantee Portal How-to-GuideLast updated: December 2016

Click to skip to the section below:How to create an accountResetting your password

How to applyGrantee Portal Overview

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How to create an accountBefore applying for a grant with The J.W. McConnell Family Foundation, you must create an account on our Grantee Portal at: https://mcconnell.fluxx.io/. In order to create an account, you will need to provide basic information about your organization. A Foundation staff member will review your registration form and, if accepted, you will receive an email notification with your Grantee Portal login information.

Step 1:New applicants can begin the registration process by clicking on the register link in English or French (see screenshot below).

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How to create an account (continued)

Step 2:In the next page you will be required to fill out the the information about your organization.

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How to create an account (continued) Step 3:Once you have filled in the form, click on SUBMIT REQUEST to create your account. Please allow 2 - 3 business days for the Foundation to process your information. During holidays, this could take as long as 2 weeks. Once your account has been created, you will receive an email with a username and password - you can then continue with your application.

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Resetting your passwordYou may reset a lost or forgotten password by clicking on the “Reset or create password” link on the Grantee Portal login page: https://mcconnell.fluxx.io/.

Enter the email address for your account and click SUBMIT. (Note: If you enter an invalid email, you

will receive an error stating that the email was not found.)

You will receive an email with a link to reset your password. After

you’ve created a new password, return to the login screen https://mcconnell.fluxx.io and enter your

updated credentials to log into the Grantee Portal.

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How to apply Step 1: Starting a new proposal

Once you have logged in to the Grantee Portal, you can start a new proposal by clicking on “Apply for a grant”.

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How to apply (continued) Step 2: Select your language of communication

Select the language you would like to use to complete your application.

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How to apply (continued) Step 3: Complete the application form

Fill in the application form. The fields that have been bolded are required and must be completed to successfully submit your proposal to the Foundation. Note that at any time you can save your proposal to resume at a later time by clicking on the “Save button”. To access a proposal that has been saved but not submitted, click on “New” in the the Proposals section in the left navigation bar. In the Organization Details section, select the primary contact and organization president. You can add a new contact if the desired primary contact is not included in the drop-down menu. Simply click on the “Add New” link to create a new contact for your organization and assign them as the primary contact or organization president. (Note: The contact chosen as the primary contact in the proposal will receive all communication regarding the proposal).

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How to apply (continued)

In the Documents section towards the bottom of the application form, you will be required to upload a budget before completing your proposal. (You can download the budget template directly from the application form.) You may also upload supplementary documents as part of your proposal. First, click on the plus sign. A popup window will appear. Next, click on “Add Files” within this window to select your documents.

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Please specify the type of document you would like to upload by selecting the file type from the drop-down menu. After tagging your documents with the correct document type, click on the “Start Upload”. Once the upload is complete you may close the popup window.

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Before you submit your application, you must first save the proposal. You may then click on the “Submit” button on the bottom right of the form to submit your proposal to the Foundation. After submitting your application, a “Notes” field will appear. This field is optional: it can be used to add a note or additional information about your submission. By clicking “OK” your proposal will be submitted to the Foundation and will no longer be editable. You will get an email confirmation that your proposal has been successfully submitted.

Note: If you did not fill out all the required information in your

proposal, you will get an error message. The fields missing information will be marked

in red on the form.

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Grantee Portal OverviewOnce your registration has been approved and you receive a welcome email with your login credentials, you can access the Grantee Portal. Go to http://mcconnell.fluxx.io, enter your username and password, and click on SIGN IN.

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Grantee Portal Overview (continued)

Use the left sidebar to navigate within the Grantee Portal. See below for an explanation of the Grantee Portal sections:

1. Information: This sections contains the basic information on how to apply for a grant in English and French. This is also where you can find the link to start a new grant application.

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2. Contacts: This section contains your personal contact record. You can click on your name to view your contact details in the system. Click on the “Edit” button on the top right corner to update your profile (title change, email change, etc).

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Once in edit mode, you can update any of the fields. You may use the “ABC” button to run a spellcheck on the information available in your contact record.

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3. Organizations This page contains information regarding your organization. Please contact the Foundation at [email protected] to update any information about your organization (address change, email change, phone number change etc). A staff member will update the organization profile on your behalf.

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4. Proposals (New, Edit, Submitted, Declined, Withdrawn):

This section provides information about your proposals during each stage of the application process. Details about the links are listed below:

New: This section contains the draft proposals that are currently incomplete. Any proposals in this section have not been submitted to the Foundation and are still editable. Click on the “Edit” button in the top right corner to modify your proposal.

Edit: During the review stage of the application process, the Foundation may ask you to provide more information or to answer specific questions. In this case, the proposal will be available in the “Edit” section. Any proposals in this section need to be updated and re-submitted to the Foundation for review. Proposals at this stage are editable. You will receive an email notification if Foundation staff require more information or have questions about your proposal. To view the questions or necessary modifications, log on to the Grantee Portal and click on the “Edit” link in the Proposals section.

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Grantee Portal Overview (continued) All new questions or comments will be listed in the area with orange background. Click on the “Edit” button to respond directly to the question(s). You may also make changes to your original submission and/or upload any new documents as requested.

Remember to save your changes before re-submitting your proposal.

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Submitted:This section contains proposals currently under review by the Foundation. Proposals at this stage are not editable. Please contact [email protected] if you would like to modify a submitted proposal.

Declined:This section displays proposals that the Foundation has declined. Proposals in this section are view only. You may not make any changes or re-submit.

Withdrawn: This section displays proposals that have been withdrawn by your organization. Proposals in this section are not-editable. You may only withdraw proposals that have not yet been submitted or that have been sent back for more information (in the “Edit” section). To withdraw your proposal, select the proposal from either the “New” or “Edit” link. Next, click on the “Withdraw” button on the bottom right.

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Grantee Portal Overview (continued) 5. Grants (Active, Closed)

This section contains information about your approved grants.

Active:This link displays your active grants. This information is read-only and cannot be modified.

Closed: This link displays your closed grants. These are the grants in which all requirements and payments have been completed. This information is read-only and cannot be modified.

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6. Requirements (Due, Submitted):

This section contains information about reports and requirements related to your active or closed grants.

Due: This link contains information regarding reports that you must submit as part of any active grant (Progress Report, Final Report, etc.). These reports are considered pending. Please use this section to submit your reports to the Foundation. To submit a report, first review the report guidelines and then click on “Edit.” You will then be able to upload your documents. Click on “Submit” to send the Foundation your report.

Submitted: This link contains information regarding reports that your organization has submitted for both active and closed grants. This information is read-only and cannot be modified.

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Grantee Portal Overview (continued) 7. Payments

This section contains information about the payments for your active or closed grants.

Scheduled:This section displays a list of the payments that have been scheduled for your active grant(s). You can click on each payment for more detail.

Paid: This section displays a list of payments considered complete. You can click on each payment for more detail.

The J.W. McConnell Family Foundation Grantee Portal...

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