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Lump-Sum-Bonus-acc MONTANA UNIVERSITY SYSTEM

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LUMP SUM BONUS REQUEST FORM
MUS PAY RULE
(Refer to MUS Staff Compensation Plan Implementation and Pay Rules, Section 7.0)
All requests must include complete explanation of justification for lump sum bonus payment.
Recipients must be permanent staff members who have successfully completed their probationary period
and are subject to MUS Staff Compensation Plan. Requests shall be in accordance with MUS Staff
Compensation Plan Pay Policy #7.0.
Requesting Department:
Name of Employee to Receive Payment:
Employee #:
Union Affiliation:
Amount Requesting:
Has funding been identified for this bonus? Yes
Index # No
(If position is state funded, a budget transfer from central fund will be made.)
Contact, if Questions Phone:
Justification for Lump Sum Bonus Payment: Describe, in an attachment, event/actions taken
by employee that greatly exceed regular expectations and are considered extraordinary. Include
timeframe during which job performance occurred or will occur. Follow the specific format outlined on the
reverse side.
Required Signatures:
Immediate Supervisor: Date:
Dean/Director: Date:
Human Resources: Date:
Vice Chancellor of Admin & Finance: Date:
Vice Chancellor: Date:
Chancellor: Date:
Refer to section 7.3 of MUS Staff Compensation Plan Implementation and Pay Rules for
additional information and a description of the relevant criteria.
To qualify for a lump sum bonus, the employee must have demonstrated exceptional
performance in the all criteria 1, and at least one of criteria 2. Provide details for each
applicable criterion. Requests with insufficient details and/or those submitted in an
incorrect format will be returned to the supervisor without approval.
1A. Effort – the work must greatly exceed expectations/
AND
1B. Consistency – be of noteworthy duration and superior performance level/
AND
1C. Quality – have a significant positive effect on The University/
AND
2A. Quantity – the amount of work exceeds standard expectations of others in similar
positions.
OR
2B. Originality – the work is exceptionally creative and innovative.
OR
2C. Cost Savings/Revenue Generation - the work creates a substantial cost-saving or
revenue-generating effort.
OR
2D. Efficiency – the work measurably enhances University operations.
OR
2E. Life Safety/Safety of Working Conditions – the work prevents serious property
damage or physical injury.
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Lump-Sum-Bonus-acc MONTANA UNIVERSITY SYSTEM

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Completed 3 November 2019

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