COS PEI Member FAQs
Need help? Scroll through the FAQs below or click on a category to jump directly to the section that matters most to you.
PORTAL ACCESS
Where do I access the online portal to request funds for our Home & School?
The portal can be accessed by clicking HERE. This will always be the “home page” link, it’s recommended your bookmark this for future use!
I’m getting an error message that indicates that my username/profile doesn’t exist, what do I do?
Your username/portal profile has to be activated in order for the system to recognize your credentials. In order to activate your username/profile, you must log in with the temporary password that was provided to you via email – this initial email was sent on August 28, 2025 with the subject line: COS PEI Requests: Process & Other Info. If you’ve misplaced this email, (or perhaps don’t recall receiving it) and would like us to resend that, please send us an email and we will be more than happy to send that along again and save your digging!
REQUESTING FUNDS
How do I access the specific request form once logged in to the portal?
The COS PEI Request Form is hidden behind an access code to ensure it’s out of sight from the general public. The COS PEI access code was provided to COS PEI members via email – if you require this information, please contact Community Foundation of PEI by email at info@cfpei.ca or by phone at 902-892-3440.
I know the access code, but where do I enter it to access the request form?
For a visual step by step of where to enter your access code, click HERE.
I have multiple upcoming requests I’m already aware of, can I put them all on one form?
Absolutely, If you’re already aware of multiple upcoming needs, (as far out as even 3 months at a time) feel free to take advantage of the multi line table in the Expense Section, in order to group your asks together – just be sure to clearly label requests for future reference and clarity.
APPROVAL REQUIREMENTS
I’m ready to submit a request for funds, how many approvals do I need?
A secondary approval is required per request;
– if you are requesting funds as the school Principal, you will require a secondary approval from one of your pre-arranged Home & School Representatives.
– if you are requesting funds as one of the pre-arranged Home & School Representatives, you will require secondary approval from the Principal of your affiliated school.
I received an email letting me know there was a request for funds ready for me to approve but the embedded links aren’t working, how do I access the information?
It’s most likely that your profile/credentials haven’t been activated in the portal and the system isn’t recognizing you as an authorized user. Users must do an initial log in to activate their profiles before they will be granted access to any links. See the “Portal Access” section above for steps to activate your profile.
If once you’ve logged in, the embedded links still aren’t working, contact Community Foundation of PEI (contact info at the bottom of this page).
REVIEWING REQUESTS
I received an email letting me know there was a request for funds ready for me to approve, how do I review the request details?
To review the details of the request, prior to approving, log in the portal, click Organization History, click on the name of the project request (blue hyperlinked project name) and review the application. Prefer a visual? Click HERE for a step by step!
TURN AROUND TIME
How long will it take for the school to receive the funds after our request has the required approvals?
Our goal is to review the status of requests each Monday (assuming the deadline for submissions is midnight the night prior) and process any that are fully approved – with completed and submitted banking information – by end of day Friday of that same week. Of course that timeline may occasionally shift due to holidays or other unforeseen circumstance, and in such cases, we appreciate your understanding and flexibility as we work to maintain a smooth process.
PAYMENT PROCESSING
Once our request has been completed and submitted in the portal, how should we expect to receive the funds?
– Funds will be processed via direct deposit to the affiliated school (Note to schools: please ensure we have received your completed direct deposit information form).
– Here is a link to the direct deposit form – please submit asap to ensure there is no delay in receiving your funds.
– Completed forms can be sent to info@cfpei.ca.
How will I know when the funds have been sent to our school?
A notification email will be sent to the individual your school has noted on the direct deposit form, once a direct deposit has been sent. Direct Deposits can take up to a few business days to appear in accounts.
How will approved grant funds be distributed to schools and Home and School associations?
To ensure ensure transparency and compliance, we want to clarify that all approved funds will be sent via direct deposit to each school. This approach allows Community Foundation of PEI to maintain appropriate oversight and meet CRA requirements, particularly since most Home and School associations are not registered/incorporated as legal entities. It also helps streamline the process and ensures clarity around where funds are going, reducing any potential confusion. If a Home and School would like to be the end recipient of the funds, the school can simply provide the funds once received.
CONTACT INFO
What do I do if I have other questions?
If you have any questions at any time, we’re here to help! Please contact Community Foundation of PEI by email at info@cfpei.ca or by phone at 902-892-3440.