Finance Policies and Procedures

NOTE:  The following items are not part of any controlled document (SOP's and BPP's).  Those continue to be housed in OnBase.

Finance/Procurement Policies and Procedures

​​​​​​​Licenses

WSLH payment of professional license fees is prohibited by the University of Wisconsin-Madison.

Automobiles

For information on reserving a fleet vehicle and business use of your vehicle, please visit the Transportation Services website.

Memberships

 In general, WSLH will not pay for an employee’s membership to a professional organization.  There are three know exceptions to this rule:

1)  An agency membership is not available, and membership is required for accreditation purposes (an agency membership is a type of membership in which WSLH is the member rather than an individual);

2)  Membership saves WSLH money (for example, if you become a member of the organization, you can save more money than the cost of membership, on approved meeting registration); and

3)  Extraordinary circumstances approved by the WSLH Director.

If you have any questions, please speak to your supervisor or the WSLH CFO.

Capital Equipment Purchasing

Equipment that costs $5,000, or more, is considered capital.  Each January, the Division Directors create a list of capital purchases they would like to make in the following fiscal year.  The fiscal year begins with July and ends with June.  If you have capital purchases you would like to suggest, please speak with your supervisor about getting the purchases included on your division’s capital list.  Make sure to do this before March, as the lists are finalized in March.  If you have any questions, please speak to your supervisor or the WSLH CFO.

Effort Reporting

UW-M Policy on Effort, Commitments, and Effort Certification: 

https://rsp.wisc.edu/effort/

International Travel

 In general, WSLH will not pay for international travel.  There are two known exceptions to this rule:

1)  The trip is grant-funded; and

2)  Extraordinary circumstance approved by the WSLH Director.

If you have any questions, please speak to your supervisor or the WSLH CFO.

Journals and Subscriptions

The WSLH will not pay for subscriptions to journals and periodicals that are available through the University of Wisconsin Library system. Division directors have the authority to approve expenditures for professional journals and work-related periodicals that are not available through the UW library system.

Purchasing

As part of the State of Wisconsin and the University of Wisconsin-Madison, WSLH must comply with a myriad of state and university rules, regulations, policies and procedures surrounding all purchases of both goods and services.  The WSLH Purchasing Department is here to help you and your supervisor make sure you have the tools you need to do your job.  The Purchasing Department can show you how to utilize the various online resources to make a compliant and cost-effective purchase that meets your needs.  Please call the Purchasing Department at 608.262.5238 or email purchasing@slh.wisc.edu.

Travel and eReimbursement

See separate WSLH International Travel Policy for supplemental information on International Travel.

UW—Madison, Accounting Services, Policies and Procedures for all UW—Madison Travel

WSLH Travel Guidelines[RE1]