Forms - Sponsored Programs

 Always use aliases.
  • First time users, go to DocuSign and create an account using your umontana alias.  Click "Continue" and select "Use Company Login" in the blue box. This directs you to the UM NetID Services Login page.  
  • To adopt a signature, you may upload a personal signature (such as a jpg), create one with a stylus, or use a pre-formatted DocuSign signature.
  • To initiate a form, click on the form link and fill in the recipients; use aliases for all UM emails. Not all umontana aliases are first.last, so refer to the OSP Directory or UM's online directory. Recipients will receive an email notice containing a hyperlink to the DocuSign form when it is ready for their signature. The first time recipients attempt to sign, they will be required to adopt a signature as noted above.
  • Upon finishing approval of a DocuSign form, the system may ask that a user sign up for a free DocuSign account. There's no need to do so since we login via the UM NetID Services Login page.
  • Recipients of a DocuSign email may click on the link in the email to complete a form, or to: 
    • delegate review/approval of a form by selecting "Other Actions" and then "Assign to Someone Else;" or
    • view the recipient and routing history by selecting "Other Actions" and then "View History."
  • To check on the routing status or make a correction, contact Judy Fredenberg. Note that if a recipient declines to sign a form, the form disappears and must be recompleted and routed again. 

Additional Information Request (AIR) Form

 AIR Form via DocuSign - Begin the DocuSign process by filling in the recipients. Use aliases for all UM emails. Reference the image if needed for clarity. 

Excel fileAdditional Information Request Form

This form is used during award management to internally clarify the allowability of a specific cost.  Should an expenditure later be determined to be unallowable by the sponsor, it will be the responsibility of the PI and department.

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Snapshot of AIR Form


Grants Management System

The University has a Grants Management System for cradle to grave workflow and document management.  To access the system, users must have a umontana alias and a NetID and passwordAll users must follow OSP's detailed business processes when using the GMS.

 Grants Management System Business Processes

Grants Management System Standard Operating Procedures (OSP Internal)

OSP Record Determination (OSP Internal)

OSP File Naming Conventions (OSP Internal)

OSP Revision Checklists (OSP Internal)

OSP Internal Additional Funding Guidelines (OSP Internal)

If you have questions , please contact your departmentally-assigned pre-award specialist. 

Please note OSP requires 5 business days lead time to guarantee proper proposal review and on time submission.

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Checklist (E-Prop)

Click here to log in to E-Prop:  



Cayuse has replaced E-Prop as UM's proposal routing platform. E-Prop has been retired, but you may still log in to access old files for reference purposes.  

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Cost Allowability Confirmation

The Cost Allowability Confirmation is used for Federal and Federal flow-through funds: This request is used during proposal preparation to document the appropriateness of direct charging costs that are normally considered F&A costs (general use items routinely purchased/provided by the University) on projects with federal and federal flow-through funding. See Cost Determination Guidelines

 Cost Allowability Confirmation via DocuSign - Begin the DocuSign process by filling in the recipients. Use aliases for all UM emails. Reference the image if needed for clarity.

Word docCost Allowability Confirmation 

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Snapshot of Cost Allowability Form 

Cost Sharing

Cost Transfer

An OSP Cost Transfer corrects an cost allocation error involving a grant index and moves an expenditure from one index number to another, regardless of sources of funds. Refer to OSP Procedures.

Payroll Cost Transfer

A Payroll Cost Transfer Transfer cannot be used in any circumstances that would result in an increase or decrease of an employee's pay.  This type of transaction must be corrected with an HRS Request for Personnel Transaction (RPT) via U-Approve

Nonpayroll Cost Transfer

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Snapshot of Payroll Cost Transfer 

Determination of Subrecipient/Contracted Services

Excel file  Determination of Subrecipient/Contracted Services - this form can assist in the distinction between a vendor and a subrecipient. 

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Federal Per Diem Travel Advance

Excel fileThe Federal Per Diem Travel Advance is used in rare occasions when PI requests an advance for non-UM employees. 

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Fly America Act

The Foreign Air Travel Certification Form is part of OSP's Travel Guidelines

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Indirect Cost Split Request

NIH Assurance Compliance

OPAS (Organizational Prior Approval System)

The OPAS is used to 1) establish an index prior to receipt of the formal award document, and request institutional approval for 2) pre-award spending.  Prior to completing an OPAS for either of these two options, work with OSP award analyst team via for assistance. 

Additionally, in some cases, the OPAS may also be used to 3) request budget changes, 4) add carryforward; and 5) request a no cost time extension.  See budget revisions and time extensions and the Federal-Wide Research Terms and Conditions (RTC), Appendix A for prior approvals.  This matrix details a limited number of award management actions that would normally require agency prior approval but for which the federal agency has granted such authority to the institution.  

Spending on an OPAS index may not exceed 20% of the expected award amount or $100,000, whichever is greater, provided expenditures do not exceed the expected award amount. Any increase in the spending limits must be approved by the VPR and dean/unit director in writing. To make this request, please email, your dean or unit director, and copy the OSP Director.

 OPAS indexes require PI supervisor approval. As director/chair/dean/executive officer, these supervisors accepted fiscal responsibility for 1) any pre-award expenditures or non-cancelable obligations if the award fails to materialize; or, 2) if the award effective date is delayed and costs are incurred outside the 90-day pre-award period; or, 3) the anticipated award document is not finalized within six months of the OPAS index request.

  OPAS via U-Approve.  

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Participant Support Costs

Sponsored Programs Payment of Awards to Students

Statement of Collaboration and Inter-Institutional Agreement

Stipend Request

To ensure checks are ready for printing Wednesday, stipend requests must be to Business Services by close of business Monday.

 Stipend Request via DocuSign - Begin the DocuSign process by filling in the recipients. Use aliases for all UM emails. Reference the image if needed for clarity. 

Excel fileStipend Request Form

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Snapshot of Stipend Request Form 

Subaward Initiation

Time Sheet for Monthly Grant Funded Employees

Since HRS requires the time sheet to be submitted prior to the end of the month (about the 20th), a time sheet is often submitted that often needs to be adjusted the next month.  When paid from grant funds, such adjustments may require payroll cost transfers and adjustments to effort reporting.

Excel fileThis monthly time sheet runs from the 16th through the 15th so that the recording/reporting of labor distribution can be accurately recorded/reported and then fed into an RPT.  This is only a recording tool; payroll will not be impacted.  If someone is hired early in a month, simply reflect that in the first half of a time sheet (through the 15th) and use a new time sheet to then reflect the 16th through the 15th; similarly, at the end of the fiscal year, reflect May 16th through June 15th then June 16th through June 30th in one sheet and July 1st through July 15th in a second sheet so that recording is accurate.  Begin a new time sheet July 16th.   

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