Budget policies and procedures
A page within Budget
This page should be used as a resource for campus to access documented policies and procedures to help provide further guidance and information related to the management of financial resources on campus.
SALARY & FRINGE INFORMATION
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Faculty & Instructional Staff Overload Information: Document provides guidance and information in regards to approved examples of overload payments.
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Faculty & Academic Staff Overload Policy (UW-La Crosse policy): Policy statement was developed by Academic Affairs and Administration and Finance in line with the UW System Overload Policy and approved by Faculty Senate on 11/12/15
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Fringe Allocation Process: Document provides details on how the fringe allocation process will be conducted effective July 1, 2015.
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Payment to Individuals through Foundation Resources: Document provides guidelines and step by step information on the process for paying individuals through Foundation funds.
- Terminal Banked Leave Payouts
Document provides details on the policy and procedures for the management of lump sum payment of ALRA or banked sabbatical.
GENERAL INFORMATION
- Guide to University Department Operations: Document provides a high level overview of the University and is a useful tool for new directors and employees.
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Frequently Asked Budget Funding Questions and Topics: Document provides an FAQ listing of common questions and topics about utilization of funds and resources.
- UWL Foundation Requisition Guidelines: Document provides guidelines on reimbursements to University employees from the Foundation and utilizing Gift Funds.
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Grants/Contract Clearing Accounts: Document provides detail on the change in funding source for Grants & Contract clearing accounts effective July 1, 2016.
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Guide for Managing a Department's Financial Resources: Document provides a high level overview of managing departmental accounts and provides a useful guide for new staff.
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PR Balance Reserve Policy
Document provides policies and procedures for managing and reporting on program revenue balances in accordance with UW System Board of Regent policy. -
Vacancy Planning Budget Procedures: Document provides details and instructions on how to fund/budget for search and screen costs and backfill for a vacated position (non-GQA).
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VOIP Guide (Voice-Over IP Telephone System): Provides one page informational guide on the new VOIP Telephone System that was implemented July 1, 2015 to include billing details and reporting capabilities.
ACADEMIC AFFAIRS Policies and Procedures (link to Provost website):