Annual Grant Budget and Justification

Grantees are required to create and submit an annual line-item grant budget and narrative budget justification by Aug. 31 of each fiscal year of the grant. Portland Children's Levy (PCL) staff will provide details and instructions to grantees by July 31.

Budget Preparation Instructions and Guidance on Allowable Costs (PDF)

Budget Form (Excel)

Example Line-Item Budget (Excel)

Example Budget Justification Narrative (Word)

Budget Revision FAQ and Flowchart (PDF)

Carryover Policy (PDF)

Invoice and Expense Report Forms and Instructions

You must submit an invoice and expense report to receive quarterly payments from PCL. Invoices and expense reports are due on Jan. 31, April 30, July 31, and Oct. 31 (or next business day if due date falls on a weekend). Instructions are included on each form listed below.

Grant Invoice Form and Instructions (Word)

Grant Advance Invoice Form and Instructions (Word)

Expense Report Form and Instructions (Excel)

Allowable Client Assistance Expenses (PDF)

Expense Report Review Process

PCL staff request supporting documentation for grant expense reports at least one time per year for each grant. Click on the links below for instructions and examples of acceptable documentation when you receive a written request to provide documentation.

Expense Report Documentation Instructions (PDF)

Example of Expense Schedule (Excel)