Fee and expense claims
Non-University staff must follow the instructions below on submitting expenses and fee claims as individuals.
University of Bristol employees and those on hourly paid teaching contracts can find information about making a claim on the staff intranet.
Fee claims made by non-staff members
Casual contracts and ad-hoc claims
Individuals engaged by the University of Bristol to carry out casual or ad hoc work must be engaged via the TSS Casual, Academic & Guest (CAG) team. More information on employment via TSS CAG can be found on the TSS website: www.bristol.ac.uk/temporary-staffing.
Claimants will need to be registered with TSS CAG before they can carry out any casual or ad hoc work, and payment will be made via online timesheets authorised by the appointing manager. Expenses can also be claimed via TSS CAG. There are a number of ‘How to’ guides available on the TSS website for claimants.
Claiming fees by self-employed individuals and intermediaries
From 9th March 2018, individuals who are self-employed or working via an intermediary should follow the following process when claiming payment of fees from the University of Bristol: Check employment status for tax. Please contact firstname.lastname@example.org if you have any questions.
Once your employment status has been confirmed, you will be given a unique Tax Reference Number. Your engaging manager will need to make arrangements to have a Purchase Order raised for the length of your agreed assignment, quoting your Tax Reference Number. Payment can then be claimed by submitting an invoice/s to the University of Bristol. If any of the tax circumstances change, the claimant must notify us by emailing: email@example.com.
Self-employed individuals can continue to submit fee claims during the transitional period, for work completed up until 31st May 2018. Completed fee claim forms should be submitted to your recruiting manager / main University contact, so that a Budget Code can be added and authorisation given. Authorised forms should be submitted to the relevant Finance team.
External Examiner fee claims
External examiners engaged by the University of Bristol Exams Office can claim payment by completing an External Examiners Fee Claim Form (PDF, 135kB). Forms should be completed and returned to your contact within the engaging School.
Expense claims made by non-staff members
Expense claims can be paid by bank transfer or cheque. Completed forms, together with scans of receipts, must be emailed to the engaging department or budget holder for a budget code to be added. These should then be emailed to firstname.lastname@example.org.
Responsibilities of the claimant:
- Must ensure they are aware of, and comply with, the Travel and Subsistence policy and associated procedures;
- Are responsible for the correctness and completeness of the claim they submit;
- Claims should be submitted at the earliest opportunity and no later than 8 weeks after the expense has been incurred;
- Are responsible for ensuring their travel arrangements are appropriate to business needs;
- Should ensure the costs are actually and necessarily incurred on University business;
- Should ensure that they do not incur any unreasonable expenses or if so, be prepared to justify such to the Head of School/Division and/or Finance Services;
- Should ensure they use the correct rates when making a claim and each claim is supported by receipts;
- Should ensure they use the ‘greenest’, most economic and efficient means of transport in the given circumstances.
Please refer to the Travel, Subsistence and Expenses Policy (PDF, 213kB) for details of what items of expenditure can be reimbursed and relevant rates.
Supplementary to the policy is a set of Travel, Subsistence and Expenses Policy: Frequently asked questions (PDF, 409kB).