Use when accepting a Gift In Kind.
Gift in Kind Routing Form
Gift in Kind Routing Form
Form
New Bank Account Form
This form is used to setup a new bank account.
Year End Roll Forward Adjustment Request
UW-Madison FY19 Year End Roll Forward Adjustment Request
Period 998 adjustment transactions are used to move SFS cash balances to the proper funding string for the new fiscal year operations.
A journal entry, with a JR998 journal mask, is created to record this type of transaction. This entry will be posted in early August and creates your beginning balance in WISER.
Download the 998 Department Adjustment Request FY19 (xls)
Instructions
Complete all required fields
- Requesting Department
- Contact name and phone #
- Roll From Coding: Fund, Project, Department ID or Range
- Roll To Coding: Fund, Project, Department ID
- Special Instructions
Enter the appropriate coding string
- 3-digit Fund
- 7-digit Project
- 6-digit Department ID
- Funds can only be requested from the funds listed to a different department or project at year end:
- Funds – 127, 128, 130, 134, 136, 140, 141, 143, 147, 151, 166, 533
Send in the form
Follow the Year End Accounting instructions.
Non-Competitive Purchasing Request Form
A form used to justify and document why the requested transaction cannot be purchased using a competitive process.
Download the Non-Competitive Purchasing Request Form (PDF)
Use this form to justify and document why the requested transaction cannot be purchased using a competitive process.
Related Policies and Procedures
Information Technology Reviews (ITR)
A form requesting approval for purchases exceeding $250,000.00 for administrative mainframe, major application software and IT services.
Used for requesting approval for purchases exceeding $250,000.00 for administrative mainframe, major application software and IT services.
Download Information Technology Reviews (ITR) Form
Related Policies and Procedures
SWAP Pick Up Request Form
A form used to submit a request to SWAP for pick-up of surplus property.
Submit a request to SWAP for pick-up of surplus property AKA offload/dispose of surplus property.
Complete SWAP Surplus Request Form
Related policies and procedures
Surplus Property Evaluation Form
A form to be completed by departments to evaluate equipment/property they want to trade-in against a new purchase.
A form to be completed by departments to evaluate equipment/property they want to trade-in against a new purchase.
Download Surplus Property Evaluation Form (doc)
Related Policies and Procedures
Disposal of Surplus University Property – UW-3057
Simplified Bidding Record
A summary sheet to outline information for processing transactions in the $5,000.00 to $49,999.00 range.
A summary sheet to outline information for processing transactions in the $5,000.00 to $49,999.00 range.
Download Simplified Bidding Record (pdf)
Related Policies and Procedures
Printing Press-Floor Standing, Application for Graphical Approval
Application form for floor-standing printing press purchases, to be completed before acquiring a floor-standing printing press.
Application form for floor-standing printing press purchases, to be completed before acquiring a floor-standing printing press.
Download Printing Press-Floor Standing, Application for Graphical Approval Form (doc)
Related Policies and Procedures
Exceptions/Approvals/Special Handling – UW-3043
Internal Policy and Procedure 26
Request for Purchase Approval of Graphic Equipment
Needed to apply to the State Bureau of Procurement for the purpose of acquiring graphic equipment, with an estimated cost over $50,000, that is not currently on a statewide contract.
Download Request for Purchase Approval of Graphic Equipment Form
Needed to apply to the State Bureau of Procurement for the purpose of acquiring graphic equipment, with an estimated cost over $50,000, that is not currently on a statewide contract.