The UW–Madison Policy Library (policy.wisc.edu) is an online, searchable, up-to-date resource for all university-wide policies. All Division of Business Services policies have been renumbered and listed in the library.
The following policy links will redirect you to the UW-Madison Policy Library. Please see the DoBS Policy Library Numbers reference sheet (PDF) to compare the old policy numbers with the new policy numbers.
Accounts Receivable
UW-3077 Non-Sponsored Centralized Accounts Receivable Policy
- 3077.1 Shared Customer Procedure
- 3077.2 Creating a Bill Procedure
- 3077.3 Cancellation or Adjustment of an Invoice Procedure
- 3077.4 Write off and Collection Procedure
- 3077.5 Declined Payment Procedure
- 3077.6 Refunding a Payment Procedure
UW-3028 Account Receivables (A/R), Invoicing and Collections Policy
Capital Equipment
UW-3008 Capital Equipment Policy
- 3008.1 Recording and Tagging Capital Equipment Procedure
- 3008.2 Gift in Kind Procedure
- 3008.3 Transfer-in with New Hire Procedure
- 3008.4 Fabricated Capital Equipment Procedure
- 3008.5 Upgrades to Existing Capital Equipment Procedure
- 3008.6 Physical Inventory Procedure
- 3008.7 Equipment Disposition Procedure
- 3008.8 Location/Room Change Procedure
- 3008.9 Change in Custody to Another Department Procedure
- 3008.10 Asset Loan Agreement Procedure
- 3008.11 Departing Employee Request to take Capital Equipment to a New Institution Procedure
- 3008.12 Delegation of Department Property Administrator (DPA) Procedure
Cash Management
UW-3078 Unclaimed Deposits Policy
UW-3029 Revenue Accounting Policy
UW-3030 Revenue Producing Activities (RPA) Policy
UW-3031 Credit Card Merchant Services and PCI Compliance Policy
- 3031.A Open an Internet Storefront Merchant Account Procedure
- 3031.B Open a Merchant Account using an EMV Chip or Swipe Machine Procedure
- 3031.C PCI Non-compliance Procedure
Custodian Funds
UW-3012 Custodian Funds Policy
- 3012.1 Replenishable Checking Account Procedure
- 3012.2 Temporary Fund Procedure
- 3012.3 Contingent Checking Account Procedure
- 3012.4 Transaction Balance Account Procedure
- 3012.5 Administrative Bank Account Procedure
- 3012.6 Change Fund Procedure
- 3012.7 Petty Cash Procedure
- 3012.8 Reloadable Debit Card Account Procedure
Expense Reimbursement
UW-3024 Expense Reimbursement Policy
- 3024.1 Creating and Submitting an Expense Report in e-Reimbursement Procedure
- 3024.2 How to Assign an Alternate Procedure
- 3024.3 Receiving my Reimbursement Payment Procedure
- 3024.4 Working with My Corporate Card and My Wallet Procedure
- 3024.5 How to Reimburse Non-Employees Procedure
- 3024.6 How to Update Approver and Auditor Roles in e-Reimbursement Procedure
- 3024.7 How to Process an Expense Report not in Compliance with the University’s Accountable Plan Procedure
- 3024.8 Using Foundation Funding in e-Reimbursement
Financial Reporting and Analysis
UW-3006 Transfer of Funds (Money) between UW-Madison Departments Policy
UW-3034 Transaction Processing-Closing Purchase Orders Policy
UW-3035 Cost Transfer Request (non-salary) Non-Grant – Any Fund Except 133 and 144 Policy
UW-3036 Non-Sponsored Project Policy
Purchasing Card
UW-3013 Purchasing Card Policy
- 3013.1 Purchasing Card Application, Activation and Registration Procedure
- 3013.2 Purchasing Card Use and Account Management Procedure
- 3013.3 Purchasing Card Deactivation Procedure
- 3013.4 How to become a Purchasing Card Site Manager Procedure
- 3013.5 Purchasing Card Site Manager Review and Reconciliation Process Procedure
- 3013.7 Department Card Use and Account Management Procedure
- 3013.8 Purchasing Card How to Enroll in Real-Time Alerts
- 3013.9 Purchasing Card Department Purchasing Card Application, Activation, and Registration
- 3013.10 Purchasing Card Site Managers – Address Non-Compliance Procedure
Procurement (Purchasing)
UW-3040 Procuring Items Through ShopUW+ Policy
UW-3041 New or Renewal Subscriptions Policy
UW-3042 Best Judgement Purchases ($5000 or less) Policy
UW-3043 Exceptions/ Approvals/ Special Handling Policy
UW-3044 Printing-Related and Printing Purchases Policy
UW-3045 Illegal Purchases Policy
UW-3046 Return Material Process Policy
UW-3047 Specific Blanket Orders, External (Non-contract) Policy
UW-3048 Contract Blanket Orders, External Policy
UW-3049 Catering (On and Off Campus) Policy
UW-3051 Moving/Storage of University Owned Office Furniture/Equipment On or Off Campus Policy
UW-3053 Signatory Authority (Agreements/Contracts) Policy
UW-3054 Specification Writing Policy
UW-3055 Simplified Bid Process Policy
UW-3056 Vehicles: Purchase/Lease; New/Used, Replacement and Disposal Policy
UW-3057 Disposal of Surplus University Property Policy
UW-3058 Non-Competitive Purchases Policy
UW-3059 Importing and Exporting Goods and Services Policy
UW-3060 Continuing Order Requisitions (CORs) Policy
UW-3061 Vendor Complaint Policy
UW-3062 Contracts, How to Use Them Policy
UW-3063 Special State Purchasing Programs Policy
UW-3066 Educational Travel Tours Policy
UW-3067 Entertainers/Speakers/Instructors and Consultants Contracts Policy
UW-3068 Receiving and Distributing of Goods not Stocked at ShopUW+ (MDS) Policy
UW-3069 Academic Support Services Orders and Agreements Policy
UW-3070 Departmental Purchasing Delegation Policy
UW-3071 Departments Receiving Materials and Equipment Policy
UW-3072 Vendor/Manufacturer Rebates Policy
UW-3073 Background Checks of Contractors and Contracted Individuals Policy
Travel
UW-3015 University Travel Policy
UW-3018 Meals and Incidental Policy
UW-3019 Vehicle Use/Rental Policy
UW-3020 Long Distance Ground and Local Transportation Policy
UW-3021 Registration Fees Policy
UW-3022 International Travel Policy
UW-3023 Payment for Services and Travel, and Expense Reimbursement for Non-Employees Policy