1. POLICY:

Entertainers, Speakers, Instructors and Consultants ("Provider") events may require a written contract to define compensation, liability and tax responsibility.

2. USAGES & LIMITS:

For any non-payrolled individual who is Entertaining, Speaking, Lecturing or providing Consulting Services, for details, see the chart on website: http://www.bussvc.wisc.edu/purch/reqpirgrid.html

3. PROCEDURES: Best Judgement Purchases $5,000 or less:

3.1 Departments may use either a Payment to Individuals Report (PIR) or requisition for transactions of $5,000 or less. The transaction amount is based on the total compensation, i.e., fee, lodging, meal, travel, etc., regardless of whether it is paid directly to the Provider or on their behalf.

3.2 See PPP #3 "Best Judgement Purchases".

3.3 A requisition must be used if the Provider requires a partial cash advance deposit, and is recommended if the event is several months in the future. For additional information see: http://www.bussvc.wisc.edu/acct/forms.html and scroll to "Payment Notice."

3.4 Departments are encouraged to have the Provider sign an entertainment Contract or, if necessary, a speaker contract to protect the University from any liability issues or to spell out specific arrangements between the Provider and Department. All Contracts should be signed by the Provider and must be sent to Purchasing Services for signature prior to the event unless specific authority has been granted by a Purchasing Services Delegation agreement.

4. Transactions for more than $5,000:

All transactions over $5,000 require a requisition unless the department has delegated authority to do Entertainment Contracts. PIRs will not be allowed unless the payee is a non-US Resident or unless a department has delegated authority to do so. The transaction amount is based on the total compensation, i.e., fee, lodging, meal, travel, etc., regardless whether it is paid directly to the Provider or on their behalf.

4.1 Speakers or Entertainers: All transactions must have a signed Entertainment Contract or Speaker contract PRIOR to the event taking place. If the Speaker or Entertainer provides his/her own contract, then he/she must sign the University Standard Rider before Purchasing will sign their contract. A Federal Employer Identification Number (FEIN)/Social Security Number (SSN) is required. The Speaker or Entertainer will receive a 1099.

4.2 Instructors (Non-Payrolled): An Academic Support Services Order (ASSO) will be issued by Purchasing Services for Instructional Services. The Department must attach an Academic Support Services Agreement (ASSA) Sole Source Justification Form to their requisition. An Academic Support Services Agreement (ASSA) will be prepared by Purchasing Services and sent to the Instructor for his/her signature prior to the event. A Federal Employer Identification Number (FEIN)/Social Security Number (SSN) is required. The Instructor will receive a 1099.

4.3 Consultants: An Academic Support Services Order (ASSO) will be issued by Purchasing Services for all Consulting Services. The Department must attach an Academic Support Services Agreement (ASSA) Sole Source Justification Form to their requisition. An Academic Support Services Agreement (ASSA) will be prepared by Purchasing Services and sent to the Consultant for his/her signature prior to the event. A Federal Employer Identification Number (FEIN)/Social Security Number (SSN) is required. The Instructor will receive a 1099.

Departments should be aware that there are Mandatory State Department of Administration Contracts for Consulting Services. Call Purchasing Services for more information on these Contracts.

REFERENCES:

FPP #31

Chapter 36, Wis. Stats.

PPP 33 – Academic Support Services Orders and Agreements

PPP 14 – Signatory Authority (agreements and contracts)

IPP 31 – Academic Support Services Orders and Agreements

"Contracting with Speakers, Entertainers, Consultants and Instructors Grid"