Outside Activities Report: What is Reportable?


Compensation
Disclosable Outside Financial Activities Non-Disclosable Outside Financial Activities

Disclosable compensation is any compensation given directly to you, your spouse, or your dependent children (not through the University).

Some examples of disclosable compensation include, but are not limited to:

  • Consulting fees
  • Gifts or other rewards
  • Gifts-in-kind
  • Honoraria from businesses, including participation in speakers bureaus and other promotional activities
  • Salary, unless it falls into one of the categories of non-disclosable compensation
  • Spouse's salary, if your spouse is employed in a field related to your institutional responsibilities other than at the UW-Madison or one of its affiliated entities
  • Income from such activities sponsored by a foreign institution of higher education or foreign governmental body is disclosable compensation
  • Income from editorial work (e.g. journal editorships or editing compilations of scholarly papers)
  • Payments connected to research and NOT governed by a research agreement between the sponsor and the UW-Madison or the UW Foundation
  • Payments for serving on advisory boards
  • Project milestone payments for human subjects research
  • Royalty and copyright income not managed by the Wisconsin Alumni Research Foundation (WARF) or Wisconsin Center for Educational Products & Services (WCEPS).
  • Travel reimbursements from businesses that exceed your actual travel costs
  • Compensation from activities NOT related to your institutional responsibilities at the UW-Madison, including compensation to your spouse, if he or she does NOT work in a field related to your institutional responsibilities
  • Salary or other compensation from the UW-Madison and affiliated entities (i.e. UW Hospital and Clinics, the VA Hospital, and the UW Medical Foundation)
  • Royalty income from intellectual property rights arising out of university employment that are assigned to organizations created to manage such rights on behalf of the University of Wisconsin-Madison
  • Income from seminars, lectures, occasional teaching engagements; from service on advisory committees or grant or project review panels; or study sections sponsored by a federal, state, or local government agency, an institution of higher education (as defined in 20 U.S.C. 1001(a), an academic teaching hospital, a medical center, or a research institute that is affiliated with an institution of higher education. (The exception described here applies only to U.S.-based institutions and agencies.)
  • Payments under grant or gift agreements between the sponsor and the UW-Madison or the UW Foundation
Ownership
Disclosable Outside Financial Activities Non-Disclosable Outside Financial Activities

Reportable ownership interests include, for example:

  • Stock
  • Stock options
  • Sole proprietorships
  • Partnerships
  • Limited liability corporations
  • Income from investment vehicles such as mutual funds and retirement funds is not reportable as long as the individual disclosing this information does not directly control the investment decisions made in these vehicles
  • Interests in businesses or organizations unrelated to your institutional responsibilities at the UW-Madison
Leadership
Disclosable Outside Financial Activities Non-Disclosable Outside Financial Activities

Reportable leadership activities include, for example:

  • Offices, such as president, treasurer, etc.
  • Trusteeships
  • Service on boards of directors
  • Executive positions, such as president, CEO, CIO, etc.
  • Professional societies
  • Trusts

Non-reportable leadership positions include those in the following types of organizations:

  • Religious organizations
  • Political organizations
Travel
Disclosable Outside Financial Activities Non-Disclosable Outside Financial Activities

Investigators with PHS-funded research must disclose travel events including, for example, the following:

  • Corporate-sponsored travel
  • Compensated vacation travel
  • Participation in a conference for a professional society
  • Travel sponsored by foreign institutes of higher education or foreign governmental agencies

For investigators with PHS-funded research, the following types of travel need not be disclosed:

  • Self-funded travel
  • Travel covered through University of Wisconsin-Madison e-Reimbursement system
  • Travel funded through the University of Wisconsin-Madison
  • Travel reimbursed or sponsored by a federal, state, or local government agency, an institution of higher education (defined at 20 USC 1001(a) (http://tinyurl.com/9fnyj77), an academic teaching hospital, a medical center, or a research institute that is affiliated with an institution of higher education. (The exception described here applies only to U.S.-based institutions and agencies.)
  • Travel reimbursed or sponsored by the National Research Commission or the related National Academies

 


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