National Final Report | step by step instructions

1. During the signing process, you will need to attach your required spreadsheet. PLEASE make sure that you are attaching the spreadsheet that the Local Board (LB) / Cheri approved and/or returned to you corrected.
2. Log into your LRO's National Account https://www.efsp.unitedway.org/
3. Ensure all of your contact information is correct, especially your email address.
4. Click “Final Report” on the left.
5. Choose the Phase to submit from the drop down at the top
6. Under each Phase, it will say: “Click here to enter and submit Final Report to Local Board. Please note that after the Local Board approves the Final Report, it will be sent to the National Board for compliance review. Spreadsheets must be submitted online during the e-signing process. Please reference Sample Spreadsheets and Spreadsheet Templates available under "Forms" on the left of the screen.”
7. Click the “Click here” link and enter the amount you are reporting for that Phase, along with the numbers served data if applicable.
8. Click "submit to LB & esign" click again in the pop up to confirm.
9. Check your email for an email from Emergency Food and Shelter via Docusign. The DocuSign email will come to the email address you have in your national EFSP Account.
10. Click Review Document, and follow the instructions to e-sign. Be sure that the spreadsheet you attach is the corrected spreadsheet returned to you by the National Board, if applicable.
    1. check the box accepting the electronic signature agreement.
    2. click start, and sign.
    3. attach your spreadsheet (be sure it's the approved or corrected sheet)
11. Do steps 4-8 for EVERY Phase you were awarded funding for.
12. The Local Board will recieve the report through Docusign to review and approve. Once approved, you will reecieve a Docu-sign email from National EFSP with a signed copy for your records.  You can also access your signed documents in DocuSign.Be sure to save your Final Reports and spreadsheets per the EFSP document retention policy.