WISDM Logon Authorization Form
Complete this Plone form to gain access to WIDSM.
Transaction Transfer Request (TTR)
The Transaction Transfer Request (non-salary) is used to transfer funds/move expenditures from one fund, department, project, account, amount, etc. to another to assure the accuracy of the general ledger and data integrity.
Department Action Request
This form is used to create, delete, replace and change a department’s accounting structure by unit, department and sub-department. It is also used to change the department manager name and department name.
The Signature Authority form should be signed if an individual within the department will be signing Financial Forms in the place of the Director or Dean. The individual provided with Signature Authority must print and sign their name, in order for Financial Services to acknowledge that authority is valid. The Dean or Director of that department must then check which Financial Forms the individual can sign for and approve this authority. Please send all Signature Authority Forms to Nicole Richter-Smith, Dempsey 236.
Prize, Award, and Gifts
The Prize, Award, and Gifts pre-approval forms must be approved by the Controller prior to announcing or presenting the prize, award, or gift. Please send completed form to Financialservices@uwosh.edu. Once approved please include the approved form with the request for payment or attach to receipts of payment.
Special Course Fee Approval
Purchase Order Requisition Form
Purchase Order Requisitions must be submitted electronically to the Purchasing Office (email@example.com) for any purchase of $5,000 or more. Supporting documentation (State of Wisconsin contract reference, quotes, proposals, bidding record, etc) that satisfy the State of Wisconsin procurement rules must be included in submission. A W9 form may be required if the vendor/contractor is new to doing business with the University. If purchase order is an annual purchase, a reference to the previous fiscal year’s purchase order is extremely helpful in processing your order quickly.
For any services performed, a purchase order is required to submit to the vendor.
Services are evaluated as to the appropriate level of insurance the contractor must have while performing work for the University. An appropriate procurement method may be required depending on how much the cost of the service is. Examples of services include: consulting work/services, marketing, maintenance, outside window cleaning, pest removal/prevention, HVAC work, tree removal, etc. For more information on completing a Purchase Requisition or questions regarding exceptions to Purchase Orders please contact Purchasing at (920) 424-0405 or at firstname.lastname@example.org.
Single/Sole Source or Waiver Bidding Form
This form is for products or services of $5,000 or more that is unique and available through only one source or during an emergency situation. If a purchase is considered a sole source and required annually, a new sole source form is required every fiscal year as justification. Sole sources in excess of $25,000 must go through a governor’s waiver request.
The campus has authority to approve all sole source procurements up to $25,000 that meet the DOA definition found in PRO-C-13.
The following surplus forms are for unused, junked or non-operative non-computer items, which need to be collected, repaired or disposed of. Non-computer surplus forms must be completed and forwarded to Purchasing – Dempsey 236.
Accounts Payable Forms
Direct Payment Request (DPR)
Payment to Individual Report (PIR)
The Payment to Individual Report (PIR) process is a mechanism for making payments <$5,000 during a fiscal year to non-employees or an individual/independent contractor defined as a person who is not a company, partnership, corporation association, organization, trust or estate and for whom an employer-employee relationship does not exist. If service available from more than one source, >$5,000 and/or the service is an ongoing need, then State of Wisconsin purchasing rules apply.
A review by Human Resources is required prior to services being conducted, using a completed Employee/Independent Contractor Determination Questionnaire Form submitted to the Human Resources Department.
If the review is approved by Human Resources, the department must attach the approved form from and submit a completed Payment to Individual Report form that may be used for payment to an individual/independent contractor.
If the service is considered high risk, additional review may be required by Risk Management.
Meal and Refreshment Requisition
W9: Request for Taxpayer Identification Number and Certification
The W9 Form is most commonly used with freelance employees who are responsible for paying their own taxes.
The Entertainment Contract is used for all performers for events at University of Wisconsin Oshkosh.
The Speaker Contract is for the personal services of an individual to speak at an event at UW Oshkosh.
The Standard Rider is used only when our Entertainment Contract or Speaker Contract is not being used. Therefore, the Standard Rider is attached to the existing vendors contract.
Cash Advance Request
Academic Support Services Agreement (ASSA)
Services provided by independent contractors that require special talents needed by the UW System on a temporary basis to fulfill its mission of instruction, research and public service may be considered as an Academic Support Service Agreement. The service must be unique, noncompetitive activity and meet all the requirements of UW-System Policy 235.
Requests musts be completed, reviewed and approved prior to services being conducted and not obtaining prior approval may result in denial of contract and/or work stoppage.
UW Oshkosh Travel Reservation
The UW-Oshkosh Travel Reservations Request must be completed when we are going to be paying for a guest, candidate or students airfare. The form can be submitted to email@example.com. After submitting this form and the flight is booked you will receive a copy of the flight itinerary and a DPR will need to be processed to Fox World Travel. Please send the DPR along with a copy of the flight itinerary to Finance and Administration, Room 236.
Vehicle Rental Form
Driver Authorization Form
Driver Authorization Form is required for students, LTEs, agents, volunteers and employees driving on University business, whether driving a University owned vehicle, a rented/leased vehicle or a personally owned vehicle.