Post-Award
Independent Contractors
Sponsored Consultants
To PAY a Sponsored Consultant:
Required documents for all individuals (including Permanent Residents and TN VISA holders) are:
- A fully signed and current consulting agreement with budget & workscope attached
- Direct Payment Voucher Comptroller Form 88R with instructions on completing the form.
- IRS Form W-9, Request for Taxpayer Identification Number (PDF) (US Citizens and Permanent Residents only).
- The University of Chicago Debarred Vendors and Excluded Parties Certificate of Compliance Form (PDF)
- A Sponsoring Consulting Invoice must be attached for all individuals who are providing consulting services and will be paid on any Ledger 5 or 6 sponsored agreement accounts.
- Consultant & Independent Contractor Questionnaire (PDF). Note: This form is not required for the following types of payments:
- If the service provider is incorporated (organized as a corporation under state law). This information will be found on the W-9 form that was filled out by the entity.
- Certain professional firms or partnerships such as accounting firms, architectural firms, engineering firms and legal firms.
- Professors and/or Medical Doctors from other educational/medical institutions providing consulting service
Additional forms that are required for Permanent Residents, TN VISA holders, and Foreigners are:
- Permanent Residents
- Form UPP 192, Alien Determination of Residency Form (PDF)
- Copy of Permanent Resident or Resident Alien card (green card) or copy of the I-551 (Stamp that is printed on the applicant's passport)
- Foreigners/Aliens
- Form UPP 192, Alien Determination of Residency Form (PDF)
Required documents to attach to this form:
I-94 Departure Record Card
DS-2019 Form, Certificate of Eligibility (J-1 Status)
Copy of US Visa from passport - IRS Form W-8BEN-I, Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (PDF)
- IRS Form 8233, Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual (Foreigners claiming tax treaty)
- Form UPP 192, Alien Determination of Residency Form (PDF)
Process Hints for paying Sponsored Consultants
- For the first payment request, submit
- a copy of the fully signed consultant agreement
- originals of all other appropriate forms (per above instruction)
- a DPV to the Comptroller’s Office. Sponsored Consultants are charged to subaccount 2700 on the FAS ledgers.
- For subsequent payments, please submit
- a copy of the current consulting agreement (this means the current modification, if one is in place)
- a signed invoice
- a DPV.
- Please make sure the period of service on the invoice falls within the period of performance of the sponsored consulting agreement or the modification (if one is in place).
- Remember it is good practice to get PI/PD approval before any invoice is submitted for payment.
- Always keep copies of what you submit for your files.
