School of Pharmacy UNIVERSITY OF WISCONSIN - MADISON Business Office Our Services The School of Pharmacy Business Services provides the administrative support for the school’s faculty, staff and students relating to the educational, research and public service mission of the school. The Business Office has five support staff to provide the following administrative services: Budgeting and Financial Operations (Adam Whitehorse) Human Resources and Visas (Jenni Regan) Payroll and Employee Benefits (Jordan Allen) Purchasing (Karen Steinle, Josh Cutler, & Julie Steinle) Travel and E-Reimbursement (Julie Steinle) Health and Safety (Josh Cutler) Facility Security and Access (Josh Cutler) Facility Remodeling and Maintenance (Josh Cutler) Stockroom (Josh Cutler) Parking (Employee- Jenni Regan, Visitor-Josh Cutler) Policies Navigating the Administrative Maze (it takes a village) There are WI State, UW-System, UW-Madison, project sponsors, accounting and purchasing (etc.) policies and procedures that dictate much of what is procured on campus. Compliance is essential to provide stewardship over purposeful funds and avoid audit penalties, disallowances, and delays. The Business Office can help faculty and staff navigate through these perplexing policies and help avoid needing to know them all. Our goal is to assist and provide support to your instructional and research endeavors, which may at times require some help and expertise from faculty and staff in areas such as business purposes, justifications, technical related information, and timely supporting documentation. Help us help you. Human Resources Resources: Jenni Regan (faculty & staff) & Jordan Allen (graduate students) Hiring Faculty, Staff, Grad Students Consult with Jenni Regan or Jordan Allen as soon as possible if you are looking to hire a staff member or graduate student. Recruitment and Hiring factors to remember: Most academic and university staff hires require a full recruitment, which can take 2+ months. If you are hiring a post doc, contact Jenni Regan with at least 1 month notice and note the extra time needed if a visa is required. If you are hiring a foreign national, visa processing takes anywhere from 3 – 6 months. Employee Benefits Resources: Jordan Allen (faculty, staff, and graduate students) Employee Benefit Information: Access to all employee benefit information including available plans, premium amounts, and applications, as well as payroll and tax forms (paycheck direct deposit and W4 forms) can be found at: https://www.ohr.wisc.edu/benefits/. Purchasing Resources: Karen Steinle, Josh Cutler, Julie Steinle “It is the responsibility of each person to comply with Wisconsin Statutes and Administrative Codes when expending public funds (regardless of the source of the funding) deposited with the University of Wisconsin-Madison.” Wis. Stats. 16.77(2) states whenever a person “…contracts for the purchase of supplies, materials, equipment or contractual services contrary to ss. 16.705 to 16.82 or rules promulgated … the contract is void, and any officer or subordinate is liable for the cost thereof.” (http://www.bussvc.wisc.edu/purch/ppp6.html) Can I Buy It Myself or Do I Need Purchasing Services Involvement? http://www.bussvc.wisc.edu/purch/HowToBuy/BuyMyself.html If You Need Purchasing Involvement, How To Proceed? http://www.bussvc.wisc.edu/purch/HowToBuy/Purchasing_Involvement.html Purchases below $5000 Purchases below $5000 do not require special approval. MDS: Dell, Staples, Fisher, VWR, Sigma-Aldrich, Grainger, Airgas (consult with Josh) SWAP (Josh) Purchasing Card (Josh & Julie) External Requisition (Karen & Julie) Blanket Orders (Karen & Josh) Direct Payments & Payments to Individuals (Karen) Purchases between $5000 and $49,999 Purchases between $5000 and $49,999 require special handling (consult with Karen). Simplified Bid Process (http://www.bussvc.wisc.edu/purch/ppp16.html) Competitive Bid Process (http://www.bussvc.wisc.edu/purch/ipp/ipp9.html) Purchases over $50,000 Purchases over $50,000 require a sealed bid (consult with Karen). Official Seal Bid/Contract (http://www.bussvc.wisc.edu/purch/HowToBuy/OfficialSealedBids.html) Sub-contracts vs. Purchasing (Faculty, Business Office, and RSP collaboration is necessary to determine appropriate track before partnerships are formalized) Outgoing Sub agreements (https://www.rsp.wisc.edu/awardmgt/subagmts.html) Paying Individuals (Payroll vs. Purchasing Services) Factors to consider in determining Employer-Employee Relationship (Payroll vs. Purchasing Personal Services) https://www.wisconsin.edu/uw-policies/235-attachment-2-factors-to-consider-in-determining-employer-employee-relationship/ Payments for Personal Services (consult with Jenni/Jordan/Karen before you arrange to pay a person) http://www.bussvc.wisc.edu/acct/policy/pir/pirper.html Academic Support Services Orders and Agreements (>$5000 in one year requires special handling) http://www.bussvc.wisc.edu/purch/ppp33.html Research Subjects Specific rules govern payment of research subjects (gift card procedures, requests for cash advances, IRB approval, W-9 forms, etc.) www.bussvc.wisc.edu/acct/policy/human_subjects/humanpol.html Gift Cards for Research Subjects http://www.bussvc.wisc.edu/acct/purchcd/allowable.html#GiftCards Travel & E-Reimbursement Resources: Julie Steinle, Division Travel Alternates, Josh Cutler (Fox World Travel/Concur) On-line UW travel booking tool (Concur) Concur is a comprehensive and innovative online corporate travel booking tool that delivers real time access to airline inventory in an intuitive and easy-to use online experience. When you book travel in Concur, you will have access to UW System negotiated airline discounts with American, Delta and United, as well as the state contract car rental rates and coverage. See Josh for help in setting up a new user profile in Concur. Travel Cost Comparisons At the time of booking, travel cost comparisons are required in certain instances where personal time is included or indirect routing is involved. http://www.bussvc.wisc.edu/acct/policy/travel/airtrav.html Documentation Verifying the business nature of the trip must be provided. Please provide paper documentation. This is usually a conference brochure, but in cases of business meetings, please provide agenda and names of attendees, e-mails, etc. as documentation. Reimbursement of Non-Travel Purchases UW prefers miscellaneous items be purchases via Pcard or MDS instead of submitting via E-Reimbursement. If you choose to purchase on your own and seek reimbursement, you will have to provide a reason why you couldn’t use a Pcard or MDS. Funding Resources: Adam Whitehorse, Sharon Vetter, Karen Steinle Knowing your funding sources, their purpose, and associated fund/project numbers can streamline payroll and purchasing functions to accurately account for these allocations. https://www.rsp.wisc.edu/awardmgt/oversight.html Tools to help account for funding sources: WISDM https://kb.wisc.edu/helpdesk/page.php?id=841 PI Financial Tool is your source for monitoring your grant portfolio. http://kb.wisc.edu/page.php?id=17163 SoP Projects/Account Balance Reports (distributed monthly by Russell Rylander, Research Admin). Funding must be referenced on all purchasing and payroll requests.