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