Skip to main content

Accessibility menu

Skip to main content Skip to footer

Finance Policy and Procedure and Risk Management Policy Approval

Posted 4:14 p.m. Tuesday, June 8, 2021

UW System

On June 2, 2021, Vice President Nelson approved the new System Administrative Procedure SYS 399.2, Cost-Benefit Reporting. On June 8, 2021, President Thompson approved the new System Administrative Policy SYS 620, Working in Isolation and a revision to the SYS Administrative Policy SYS 810, Study Abroad & Study Away Programs.

For more information on the policy and procedure approvals, see the summaries below.



SYS 399.2, Cost-Benefit Reporting

This procedure will be effective upon approval.

Summary of Procedure

·         This procedure describes the reporting requirements for administrative support to primary fundraising foundations and associated affiliated organizations, in accordance with Regent Policy Document 21-11, Cost-Benefit Reporting for Foundations and Associated Affiliated Organizations. These reports must be in a format developed by and submitted to the Vice President for Finance by March 31st of the following fiscal year.

·         Support to primary fundraising foundations must be reported annually.

·         Support to associated affiliated organizations valued at $100,000 or greater must be reported annually.

·         Support to associated affiliated organizations valued at less than $100,000 must be reported at least once every five years.

·         Institutions should consider the following in the development of this report:

·         Direct salary and fringe benefit support

·         Facilities support

·         Indirect support, calculated at 30% of salary/fringe and facilities support

·         Support returned to the UW

Affected Areas on Campuses

·         This procedure impacts the finance and development staff at the institutions, and will be administered by the UWSA Office of Finance.

Campus Implementation

·         Campuses must adhere to this procedure. Implementation of this procedure is not anticipated to require significant additional campus resources.

Additional Communication

·         No additional communication is planned at this time.


SYS 620, Working in Isolation

This policy will be effective upon approval.

Summary of Policy and Policy Revisions

·         This policy has been developed in response to the FY20 laboratory safety audit conducted at UW System institutions, which broadly found procedural gaps at the campus level regarding the safety of individuals working in isolation or alone. This policy will assist UW System institutions in their process improvement efforts to provide safe working environments at UW facilities.

Affected Areas on Campuses

·         The Risk Management Department is the responsible office for communicating the policy on campuses.

·         This policy should be applied to all campus units and functions that have individuals that may bein a position that requires them to work in isolation (alone) in potentially hazardous situations(e.g. labs, shops, studios, cash handling, etc.).

Campus Implementation

·         Institutions shall develop their own procedures to operationalize this UW System Administrative policy. Institutions may also develop guidance to support the policy and procedures.

·         An FAQ may be implemented after evaluation of questions that arise from campuses.

Additional Communication

·         No additional communication is planned at this time.


SYS 810, Study Abroad & Study Away Programs

These policy revisions will be effective upon approval.

Summary of Policy and Policy Revisions

·         This policy addresses the funding for study abroad and study away programs and normalizes these practices across the UW System.

·         The substantive content of the policy has been rearranged and placed in the new standard SYS policy template.

·         Added definition for “Study Away.”

·         Where study abroad is mentioned in the policy, added “and study away.”

·         In section 3, replaced the term “delegated designee” with “an individual as the Chancellor’s designee.”

·         In section 6.B.3, changed verbiage from “an institution shall develop the fee in a manner different between Wisconsin resident and non-resident status” to “an institution may develop the fee in a manner different between Wisconsin resident and non-resident status.”

·         In section 6.B.3., moved the former last sentence to be the new section 6.B.4

.Affected Areas on Campuses

·         This policy is administered through institution finance departments as part of processing student payments for study abroad, managing the GPO budget, and the formation of the Annual Operating Budget.

Campus Implementation

·         Exceptions to any aspect of this policy may be made only by the Chancellor or the Chancellor’s designee. Designation of an individual as the Chancellor’s designee should be in writing and maintained in the proper office. Documentation justifying exceptions shall be maintained at the institution.

Additional Communication

·         No additional communication is planned at this time.


Permalink