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Chapter Topics: [ I. Administration & Governance] [ II. Funding, Budget and Operations] [ III. Personnel ] [ IV. Other Personnel Policies ] [ V. Curriculum and Related Policies ] [ VI. Student Academic Affairs ] [ VII. College Relations ] [ VIII. Resources & Services ] [ Glossary of L&S Terms ]

Chapter II Contents: [II.1 101 Budgets ] [II.2 Minima and Standard Rates ] [II.3 Position Control ] [II.4 Class/Unclass Compensation Plan ] [II.5 Travel ] [II.6 Payments to Individual Reports ] [II.7 Moving Expenses for New Faculty ] [II.8 Information & Instructional Technology ] [II.9 Policies on Printing and Photocopying ] [II.10 Tuition Remission ] [II.11 Receptions, Catering and Alcohol Permits ] [II.12 UW Sponsored Events and UW Foundation Funds ] [II.13 UW-Madison and UW Foundation Policies (Gift Deposits and Expenditures)] [II.14 Trust Funds ] [II.15 Revenue Producing Activities ] [II.16 FAQ University Policies Related to Gift and Other Accounts ] [II.17 Special University Funds ] [II.18 Sabbaticals, Faculty Dev. Grants ] [II.19 Academic Staff Prof. Dev. Funding ] [II.20 Office of Research Services ] [II.21 Indirect Cost Capital Exercise ] [II.22 Space and Classroom Allocation ] [II.23 Remodeling, Capital Building Projects ] [II.24 Safety ] [II.25 Summer Sessions ] [II.26 Summer Service ]

II.6 PAYMENTS TO INDIVIDUAL REPORT (PIR)

The PIR is used for non-employee related payments, research support payments, payments to subjects, scholarships, prizes and awards, rents, and royalties. The PIR is not used for reimbursement of employee, or student recruitment. Subject to Purchasing Regulations, payments on the following expense class codes are allowed on the PIR form.
 
SFS
Legacy
  
2161 2151 Travel - Job Applicant
2162
2152
 Travel - Non-State Employees  (please see the note below)
2620
3011
 Services Provided by an Individual
3750
3153
 Cash Prizes and Cash Awards to Individuals
3860
3240
 Royalties
2637
3241
 Research Subjects
2750
5702
 Student Loans
5709
5709
 Research Support
5710
5710
 Participant Support
5711
5711
 Student Aid - Excluding Loans
5713
5713
 Tuition and Fees

Policies and procedures governing payments to individuals are quite complex and cover areas such as; employee/employer relationships; Federal Tax Withholding; Academic Support Services Agreements; and the Purchasing Process. Figure 1 on the following page is a simple flow chart to help you through the process. For additional information please refer to:
UW-System Financial and Administrative Policy (F31), "Payments for Personal Services" <http://www.uwsa.edu/fadmin/fppp/fppp31.htm> 
Accounting Services Policies and Procedures Manual "Payments to Individual Report" <http://www.bussvc.wisc.edu/acct/instructions/acpir.html>  
Accounting Services Policies and Procedures Manual, "How To Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison" <http://www.bussvc.wisc.edu/howto/acct/requiredtx.html> 

All payments to non-resident aliens require additional documentation identifying visa type. Please contact your L&S Business Office representative for more information.  Also, review the "UW-Madison Payment to Foreign Nationals, Immigration & Tax Considerations" manual, available online at http://www.bussvc.wisc.edu/acct/tax/foreign/acimmtax.html. 

Go to PAYMENT FOR SERVICES FLOW CHART (this link will open a new window, activating your Adobe Acrobat© Reader; close the window when finished).

Please note:  Travel related reimbursement to individuals who are not university or government employees falls under the auspices of a separate policy.  Please confer with the L&S Business Office staff, or consult the Accounting Services website (http://www.bussvc.wisc.edu/acct/acct.html) or the accounting forms server (http://www.bussvc.wisc.edu/acct/forms.html).

Last updated: 14 September 2004 per WM

 

It is the nature of this document to be a work in progress. 
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