Grants Management Manual Chapter 5 - Grant LettersIssuing Grant Agreements/Docusign

Issuing Grant Agreements/Docusign

In Budapest, when the grant agreement is sent via the electronic signature application DocuSign, the grants officer creates the DocuSign envelope and sends it to the OSF signatory,

In New York, grant agreements are generally always issued through Docusign. The Grants Officer is in charge of issuing the grant agreement and routing it to the correct OSF signatory and authorized signatory of the grantee. Some programs request that the proposal owner, recommender, or other program staff be copied on the Docusign envelope when it goes to the grantee, and GM can accommodate that request. Some grantees in some countries may also state that they require a paper grant letter (either scanned, or, in rare cases, a hard copy), but the agreement is usually also sent via DocuSign.

A guide to Docusign can be found here.

A guide to what grantees see when they receive a Docusign grant letter can be found here.

2 Comments

Kriszta

1) the BP section is very skimpy and unfinished. It should be mentioned that OSI BP contracts are issued in hard copy by default.
2) "Some programs request that the proposal owner, recommender, or other program staff be copied on the Docusign envelope when it goes to the grantee, and GM can accommodate that request." - I think now this has become a general practice and ask from all GO's that they at least cc the proposal owner.
3) I am not sure what links we wanted to provide here. Now I could find only this one link on DS: https://karl.soros.org/communities/grants-management/files/docusign_quick-start-signing-guide.pdf/dl/DocuSign_Quick+start+signing+guide.pdf

Joe Behaylo

What is handling of grant letter when not using DocuSign? How are they tracked while outstanding? How is fake Docusign set up for accrual?

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