|
I.
|
University of Wisconsin System Administration policy FPPP #18, formerly titled
Inter-Institutional Contractual Agreements, addresses a wider range of
inter-institutional
financial transactions. It is linked here for your convenience.
|
|
II.
|
The Inter-Institutional Agreement is available in the BFS
OnLine Forms section
|
|
III.
|
Inter-Institutional agreements (IIA's) will be
executed only in cases where an unclassified employee of one institution performs services
for another institution as part of a load. The
selling institution should prepare a standard invoice form. Click
here for a pdf sample showing how to fill it out. The Standard Invoice Form is available from the
Accounts Receivable Office (call 3116).
In all other circumstances institutions
purchasing the services of an unclassified individual employed at another UW institution
will create a new appointment and payroll the person directly.
|
|
|
A.
|
No communication with the
other UW institution is required if the combined appointment is less than 100% or if the
amount of the payment is less than $1,000.
|
|
|
B.
|
If the payment is over $1,000 and the combined
appointment will be over 100%, the purchasing institution will payroll directly, but an
overload approval form, signed by both institutions, will be required.
|
|
IV.
|
The method of accounting for transfers of
extramural funds will depend upon whether the transfer is related to joint participation
in a sponsored project, or is simply payment for goods/services that one institution has
provided another.
When one institution is simply purchasing goods/services from another
institution, the selling institution will not set up a 144 or 133 account and there will
normally be no pass-through of indirect cost reimbursement.
|
|
Questions can be directed to Accounting Services at x5240 or by email.
|
