2. Annual Fund Balance Reporting Requirements Responsible Office: Madison Budget Office Policy Number: UW-3001
4. Payments to Individuals Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3003
5. Exceptional Expenditures Using 133/144 Funds Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3004
6. Payments to Research Participants Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3005
7. Transfer of Funds (Money) Between UW–Madison Departments/Funding Sources Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3006
8. Check Distribution Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3007
9. Capital Equipment Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3008
10. Gifts in Kind Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3009
11. Gift Funds Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3010
12. UW System Trust Fund Investment Transfers Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3011
13. Custodian Funds Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3012
14. Purchasing Cards Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3013
15. My Corporate Cards Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3014
16. University Travel Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3015
17. Air Travel Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3016
18. Lodging Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3017
19. Meals and Incidentals Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3018
20. Vehicle Use/Rental Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3019
21. Long-Distance Ground and Local Transportation Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3020
22. Registration Fees Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3021
23. International Travel Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3022
24. Payment for Services, and Travel and Expense Reimbursement for Non-Employees Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3023
25. Expense Reimbursement Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3024
26. Cash Advances Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3025
27. Non-Payable/Non-Reimbursable Expenses Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3026
28. Gift Cards Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3027
29. Accounts Receivable (A/R), Invoicing, Collections Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3028
30. Revenue Accounting Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3029
31. Revenue Producing Activities Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3030
32. Payment Card Merchant Services and Payment Card Industry (PCI) Compliance Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3031
33. Deferred Revenue – Future-Year Revenue Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3032
34. Tax Exemption Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3033
35. Transaction Processing – Closing Purchase Orders (POs) Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3034
36. Cost Transfer Request (Non-Salary) Non-Grant – Any Fund Except 133 and 144 Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3035
37. Non-Sponsored Projects Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3036
38. Records Retention Schedule Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3037
39. Business Meals Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3039
40. Procuring Items through MDS/SWAP Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3040
41. New or Renewal Subscriptions Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3041
42. Best Judgement Purchases ($5,000 or less) Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3042
43. Exceptions/Approvals/Special Handling Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3043
44. Printing-Related and Printing Purchases Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3044
45. Illegal Purchases Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3045
46. Return Material Process Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3046
47. Specific Blanket Orders, External (Non-Contract) Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3047
48. Contract Blanket Orders, External Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3048
49. Catering – On and Off Campus Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3049
50. Change and Cancellation Orders (external) Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3050
51. Moving or Storage of University Owned Office Furniture/Equipment On or Off Campus Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3051
52. Signatory Authority (Agreements/Contracts) Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3053
53. Specification Writing Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3054
54. Simplified Bid Process Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3055
55. Vehicles: Purchase/Lease; New/Used, Replacement and Disposal Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3056
56. Disposal of Surplus University Property Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3057
57. Non-Competitive Purchases Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3058
58. Importing and Exporting Goods and Services Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3059
59. Continuing Order Requisitions (CORs) Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3060
60. Vendor Complaint Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3061
61. Contracts, How to Use Them Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3062
62. Special State Purchasing Programs Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3063
63. Educational Travel Tours Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3066
64. Entertainers/Speakers/Instructors and Consultant Contracts Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3067
65. Receiving and Distributing Goods Not Stocked at MDS Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3068
66. Academic Support Services Orders and Agreements Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3069
67. Departmental Purchasing Delegation Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3070
68. Departments Receiving Materials and Equipment Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3071
69. Vendor/Manufacturer Rebates Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3072
70. Background Checks of Contractors and Contracted Individuals Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3073
71. Procurement Rules Applicable to Federally Funded Procurements Following the Federal Uniform Guidance 2CFR200 Sections 200.317 through 200.326 Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3074
72. Official Functions and Expenses Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3075
73. Materials Distribution Services Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3076
74. Non-Sponsored Centralized Accounts Receivable Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3077
75. Unclaimed Deposits Responsible Office: Accounting Services, Division of Business Services Policy Number: UW-3078
76. Relocation Responsible Office: Purchasing Services, Division of Business Services Policy Number: UW-3079
77. Collection of Indirect Costs Responsible Office: Research and Sponsored Programs Policy Number: UW-4011
79. Application of F&A Rates at Time of Award Setup Responsible Office: Research and Sponsored Programs Policy Number: UW-4014
80. Financial Responsibility for Uncollectable Costs on Extramural Projects Responsible Office: Research and Sponsored Programs Policy Number: UW-4016
