Forms and File Transfer

FORMS, INSTRUCTIONS, AND GUIDELINES

Explore the tabs below to find guidelines, instructions, and forms for recording and transferring cultural resource and historic site data and inventory reports to and from Montana SHPO.

!! Important Updates !!

New Montana SHPO Consultation Guide and Appendices released January 2023.
New forms for recording cultural and historic sites, submitting reports for review (META-F), and requesting digital data (DATA-F) (see below)
New quick reference checklists for requesting and submitting data (see below)
File search fees increase to $35/section on July 1, 2022.
CDs are no longer accepted for data/report submittals. Please submit digital files using the portal link below.

Requesting Files Searches and Data

NEW! Checklist for Requesting File Search and Cultural Resource Data (Checklist 1, PDF)

File Searches and Cultural Data Requests generally require 15 days for processing.

File search and digital data fees increased to $35/section on July 1, 2022.

The File Search flat fee of $35 per section includes site records, inventory reports, and GIS data—but these items must be specifically requested at the time of the File Search.
A la carte fees apply for Cultural Resource Data requests when these items are requested without a File Search: site records ($5/record), inventory reports ($1/MB), GIS shapefiles ($5/polygon).

File Search Request Form / FILE-F (xlsx)

Download and Complete the File Search Form (FILE-F)
Submit FILE-Form and a map showing the project area to dmurdo@mt.gov
SHPO will send an invoice for file search/data request fees with the request results.

Digital Data Request Form / DATA-F (xlsx)

Download and Complete Data Request Form (DATA-F)
Read and sign that you understand the Data Use Agreement (DUA)
Submit DATA-Form and DUA to dmurdo@mt.gov
SHPO will send an invoice for file search/data request fees with the request results.

Data Use Agreement / DUA (pdf)

Site records, inventory reports, and GIS files will not be released without a signed Data Use Agreement (DUA) from each individual within an organization that will have access to the data.

SHPO will send an invoice for file search/data request fees with the request results. PAY AN INVOICE

Submitting Files

CDs are no longer accepted for data/report submittals. Please submit digital files using the portal link below.

New! Checklist for submitting reports for SHPO review

Report Metadata Submittal Form / META-F (docx)

Instructions and Coding Guide for Report Submittal Form (pdf)

The Report Metadata Submittal Form (META-F), formerly CRABS, is required when submitting reports for review.

SUBMIT FILES TO SHPO

(Instructions for submitting files)
*Note: State of Montana File Transfer Service account required.

Recording Cultural, Architectural/Engineering, and Paleontological Sites

New! Checklist for Submitting Site Records and Requesting Smithsonian Numbers (pdf)

	Cultural Site Record (CS-R) New! CS-R Form (docx) CS-R Types List (pdf) CS-R Instructions(pdf) Guidelines and Samples for Site Record Photo and Map Attachments (pdf)
	Architecture/ Engineering Record (AE-R) New! AE-R Form (docx) AE-R Types List (pdf) AE-R Instructions (pdf) Guidelines and Samples for Site Record Photo and Map Attachments (pdf)
	Update to Cultural Sites and Architecture /Engineering Records (CU-R) New! CU-R Form with Instructions (docx) Guidelines and Samples for Site Record Photo and Map Attachments (pdf)
	Isolated Find Record (IF-R) IF-R Form (doc)(pdf)
	Stone Circle Record (SC-R) SC-R Form (doc) (pdf)
	Paleontological Record (PALEO-R) PALEO-R Form (doc) (pdf)
	Creating a KMZ (PDF)