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Business Services Policies and Procedures

Forms and Policies Finder

Accounting  |  Cashier  |  Grants and Contracts  |  Purchasing  |  Research Compliance  |  Travel


Accounting Policies and Procedures

Clothing Purchase for StaffMS Word file
Accounts PayablePDF link
Catering - On and Off CampusPDF link
Headquarters City and UW Sponsored EventsPDF link
Inter-Institutional Financial TransactionsPDF link
Non-Salary Payment TransfersPDF link
Payment for Personal ServicesPDF link
Processing Financial TransactionsPDF link

Cashier Policies and Procedures

Deposits of Cash and ChecksPDF link

Grants and Contracts Policies and Procedures

Award Closeout ChecklistPDF link
Cost Transfer Policy for Sponsored ProjectsPDF link
Extramural Support Procedures ManualPDF link
FCOI Proposal and Award Checklist
MS Word file
Financial Conflict of Interest Policy for PHS-funded ProjectsExtension link
Indirect Cost Policy MemoPDF link
No Cost Extension Process and ExamplePDF link
Roles and Responsibilities in Research AdministrationPDF link
Secretary of the Faculty & Staff Conflict of Interest pageExtension link
Subrecipient FCOI Business ProcessPDF file
Subrecipient Monitoring at Proposal StagePDF file
UW-Extension Effort Coordinators Guide to Certification Practices and Procedures
PDF link
UW Foundation 501(c)(3) Grant ProcessPDF file

Purchasing Policies and Procedures

Capital EquipmentPDF link
Contract Signature Request ProceduresPDF link
Printing PolicyPDF link
Procurement Policies and ProceduresPDF link
Procuring Material/Services from UW InstitutionsPDF link
Purchasing Card ManualPDF link
Purchasing Overview: Under construction
Simplified Bid ProcessMS Word file
Sole Source JustificationPDF link
Surplus Property DisposalPDF link
Telephone Usage PolicyPDF link

Research Compliance

Research Misconduct PolicyPDF link
Research Misconduct Investigation ProcessPDF link

Travel Policies and Procedures

Driver AuthorizationExtension link

For UW-Extension Employees


Professional Development

UW-Extension and Colleges Administration