- SLCL Travel Pre-approval Form Required with request for travel reimbursement.
- SLCL Employee Travel Reimbursement Form
- SLCL Employee Non-Travel Reimbursement Form
- Business Meals-please see OBFS policy for allowability at the following link: Business Meals, Refreshments, and Alcohol
- SLCL Event Participants Form (Per policy update on 3/9/20, no longer required to list names of attendees on reimbursement report for less than 20 people. However, as a good business practice and for audit purposes, maintaining a list of attendees is strongly recommended). Form is provided in a printable pdf format to obtain attendees' name and departments/affiliations.
Payments to Students
- SLCL Student Travel & Academic Scholarship Award Completed by department and submitted with copy of signed award letter to student acknowledging the award given, a brief summary of the award requirements and the amount awarded.
- Conference Travel Awards for Graduate Students (SLCL Guidelines)
- The business office will notify the department of additional foreign national documentation needed if entry into DAWS is not allowed. Required documentation is determined by the type of visa the student has. Please go to the following webpage for the documentation needed: Foreign National Payments Resource Page
University Catering is the preferred caterer for the University of Illinois at Urbana-Champaign events. University Catering provides service to a wide range of locations including the I-Hotel Conference Center, the Illini Union, and the Alice Campbell Alumni Center. Benefits of using University Catering include:
- An approved purchase order is not required.
- The department's C-FOP is charged directly by University Catering.
- The department does not need to collect a certificate of liability insurance from the vendor nor verify that the vendor is on the Insured Caterer's list.
What is a non-University caterer?
- A non-University entity (outside vendor) that serves food, beverages, and/or liquor at an event primarily attended by or open to the general public is considered a "caterer" for University of Illinois System purposes. Besides providing food, beverages, and/or liquor, the vendor typically provides set-up (including the use of caterer-provided equipment), food service/onsite preparation, and clean-up. Caterers are required to comply with U of I policy including having proper certifications, licenses, and insurance.
What is a non-catered event?
- A "non-catered" event consists of food/beverage delivery or drop off only. The delivery person does not provide onsite service. There is no set-up, no serving of food/beverage, and no clean-up. Vendors delivering food items for non-catered events are not required to be on the insured caterer's list.
For additional information regarding catering please go to the following link: Catering-UIUC.
Vendor Invoices and Requisitions
- Requisitions are required when utilizing services of non-university providers or when goods are purchased that cannot be paid via a P-card or through iBuy. Services can be for catering, printing, subvention agreements, software support, entertainment services or any other type of service. If an actual “good” is not procured then a service is provided and must be requisitioned. Requisitions and the subsequent purchase order must be requested prior to any services being rendered. A period of 6 weeks prior to the start of the service or when the “good” is needed is the recommended timeframe to initiate the requisition request. This allows for processing time within the department, the business office and through procurement. If services are rendered before the purchase order is issued, the purchase order is considered non-conforming and a violation of the Illinois Procurement Code.
Requisition requests cannot be processed unless a valid vendor ID exists with an address on file that matches the address on the quote. Banner screen FTMVEND can be used to determine if a valid ID is on file and if the address on file matches that on the quote. If a valid ID does not exist or there is no matching address on file, then a Vendor Information Form must be submitted to the vendor for completion and returned by the vendor to the address or fax number listed in the form. Once a valid ID has been determined, please submit the SLCL vendor requisition form for processing SLCL Vendor Requisition (revised Apr 2020).
- Foreign Vendor Documentation Requirements
In addition to above forms, W-8 Forms are required to pay Foreign Vendor Invoices if UI has not paid invoices to them in the past. Go to Banner screen FTMVEND to determine if the Form W-8 is on file by checking the “vendor types” tab. If no W-8 is reflected, go to W-8 Forms to determine the appropriate form to be completed.
Purchasing Card (P-Card)
The University of Illinois P-Card is a charge card issued to Cardholders to simplify University authorized small dollar purchases (under $5,000) for supplies and small equipment. Your office manager in your department is the departmental cardholder. To request a P-Card purchase the SLCL Purchase Request form will need to be completed.
If the purchase is for software or electronic services then the SLCL Software Purchase Request form will also need to be completed. This form also contains the links to the Software Purchased by P-Card and the Electronic Services Purchased by P-Card forms required by OBFS to be completed.
Payments to Visitors
Reimbursements for Visitors
US Citizens/Permanent Residents:
- Visitor Reimbursement & Honoraria Request Form
- Receipts, travel itinerary, lodging, etc. Visitors may be reimbursed for actual meal costs when accompanied by a receipt and may be reimbursed for other than economy class if approved by the EO.
- Visitor Reimbursement & Honoraria Form
- Receipts, travel itinerary, lodging, etc.
- Copies of all FN documents (see below)
An honorarium is a one-time payment of $5,000 or less, made to an individual who is not an employee of the University of Illinois System for a special and non-recurring activity or event for which no remuneration is collectible by law. Honoraria are typically paid to persons of scholarly or professional standing with the intent of showing appreciation for participation in U of I System educational, research, or public service activities. If payment is negotiated and agreed upon, this is considered a contractual agreement, and should be processed as a payment for professional services, not as an honorarium.
Forms to be completed by Foreign National:
Payments to human subjects must be made via a program advance processed in the TEM system. The advance must be requested prior to the start of testing and reference the IRB protocol number assigned to the nature of the applicable testing.
- Program Advance Form
- Payment to Human Subject policies: (Policies)
- Foreign Nationals: NO CASH PAYMENTS ALLOWED, ADDITIONAL DOCUMENTATION REQUIRED: See linked polices above.
- OANDA Currency Converter
- Tax Exemption letter
- Foreign National Payments Resource Page
- Payment to Human Subject Policies
- Account Code Search
- Vendor Information Form
- TEM Resource Page
- OBFS Reimbursement Rates for Travel Expenses
- US Department of State foreign per diem rates
- Alcohol Approval Form
Please send an email to the SLCL Business Office with any questions. Email us:
Note for Foreign Nationals
Offers of payment should not be made until the visa type is known as there are certain visa types that prohibit such payments. Please make your departmental EO Support your point of contact for assistance in managing the visitor's itinerary and payments. When receiving an honorarium payment, foreign nationals will need to apply for tax treaty benefits. The appointment needs to be made well in advance of the visitor's arrival on campus. The payroll appointments should be allowed for as part of that visitor's itinerary on campus, and made no later than one week before the visitor is scheduled to arrive. Otherwise the visitor's payment will be considered taxable income, and taxed IRS rates of 30% Federal & 5% State. This tax assessment is a federal IRS law, not a policy set by the University. The original and copies of all required foreign national documentation (shown below) must be taken to this appointment. If the foreign national does not have an Individual Taxpayer Identification Number (ITIN), the honorarium will not be paid until University Payroll notifies the Business Office that the IRS has issued a number. An ITIN is generally issued in 6-8 weeks (sometimes several months) after application is received by the IRS. Please note that travel expense reimbursements made to non-employees do not require a SSN or ITIN.
Please check to see if your visitor's country has a tax treaty agreement with the United States. If not, a reporting number will still need to be issued in order to make payment. If the visitor has a SSN or ITIN, then nothing will be required besides copies of passport ID page and entry stamps. However, if they do not have a SSN or ITIN, an appointment with University Payroll will be needed to establish this. If one does not wish to do so during the visit, it can be done ahead of time by completing the W-7 and signing the Statement of Certification below, confirming that ITIN has been applied for or will be applied for. These forms will need to be sent to the closest IRS or United States Consular' s Office. Copies of those forms will need to be provided to the SLCL Business Office with payment forms. The foreign national must provide the SLCL Business Office with a copy of the ITIN letter once it is received from the IRS.