Looking for guidance on how to process various items? Enter your topic in the search field below. If you do not find what you need, reach out to CALS Business Services.
| How do I... | Responsible Area | Resources | Route Method | Keywords | wdt_ID | wdt_created_by | wdt_created_at | wdt_last_edited_by | wdt_last_edited_at |
|---|---|---|---|---|---|---|---|---|---|
| 90-Day Accountable Plan Exception Requests | CALS Business Services | Access the Policy Exception Approval Request web form | Upon completion the form will automatically route to the CALS Business Services Office for review | exception, travel, e-reimbursement, expense report | 1 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 07/02/2025 12:59 PM |
| Additional Project ID under an Existing Award (Subproject) | Research Division | Create new RAMP record | ROUTE to assigned CALS Post-Award Accountant via RAMP | 2 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Alcohol Permit | CALS Facilities | Complete the Alcohol Beverage Service Permit application and training, and familiarize yourself with the campus alcohol policy | Doug Sabatke | event planning | 3 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 11/18/2024 09:02 PM |
| Assetworks Access | CALS Business Services | Visit Canvas to complete the required training and then download and complete the AssetWorks Authorization form | Email completed form to Sandy Peterson, who will sign and send to FP&M for processing | capital asset, equipment, property control | 4 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 11/18/2024 02:44 PM |
| Business Associates Agreement | Research Division | Create new RAMP Record. If a Business Associate Agreement is part of a Funded Research Agreement, the Business Associate Agreement must be in its own record for tracking purposes for the Provost. | ROUTE in RAMP | 5 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Capital Equipment Outgoing Loans | Research Division | Capital Equipment information | Research Division Agreements Team | 6 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Capital Equipment Request for Authorization to Transfer/Sell University Property to a Departing Employee's New Institution | CALS Business Services | Follow the procedure outlined here, and complete this form | The form needs to be signed by the departing employee, the department chair, and Angie Seitler | capital asset, equipment, property control | 7 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 11/08/2024 06:47 PM |
| Carryover Request (if formal request requried by sponsor) | Research Division | See Award Notice; depends on sponsor - Letter, email, or form | Your CALS Post-Award Accountant for review and approval | 8 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Certificates of Liability Insurance Request | Risk Management | Email certificates@busscv.wisc.edu | Risk Management, 21 N Park St | 9 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Change in Senior/Key Personnel (non-PI) - If key person is *not* listed in the Notice of Award on a Sponsored Project (133, 144, etc.) | Research Division | See Award Notice; depends on sponsor - Letter, email, or form | Your CALS Post-Award Accountant for review and approval | 10 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Change in Senior/Key Personnel (non-PI) - If key person listed in the Notice of Award on a Sponsored Project (133, 144, etc.) | Research Division | See Award Notice; depends on sponsor - Letter, email, or form. Will need to submit commitment update form after sponsor approval | Your CALS Post-Award Accountant for review and approval | 11 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Check Deposits | CALS Business Services | Check Deposit Form | Deliver completed form (along with check and supporting documentation) to CALS Business Services Office lockbox in the lower level mailroom of Ag Hall (be sure to also record the cash sale in Workday - see these instructions for guidance) | cash management, refund | 12 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 06/23/2025 01:53 PM |
| Clinical Trial Add | Research Division | Award Summary | Paper delivery/mail to RSP Revenue Management Team | 13 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Clinical Trial First Check | Research Division | Existing RAMP record | Attach in RAMP and paper delivery/mail to RSP Revenue Management Team | 14 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Closeout Report (except NIH) - If institution approval is required | Research Division | Typically sponsor form. Work with RSP and CALS Post-Award Accountant to complete | Your CALS Post-Award Accountant, wo will forward to RSP | 15 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Closeout Report (except NIH) - If no institution approval is required | Research Division | Typically sponsor form. Work with RSP and CALS Post-Award Accountant to complete | PI or department can send to Sponsor | 16 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Competing Continuation | Research Division | Create new RAMP record | ROUTE in RAMP | 17 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Confidential Disclosure Agreement (CDA) | Research Division | Create new RAMP record | ROUTE in RAMP | 19 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Continuation (NIH look at Progress Report-RPPR) - If the Sponsor requires budget, statement of costs, or institution approval | Research Division | Create new RAMP record (or existing) | ROUTE in RAMP (or APPROVAL in existing) | 20 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Continuation (NIH look at Progress Report-RPPR) - If the Sponsor requires only technical progress report with no institution approval | Principal Investigator or Department Designee | PI send to Sponsor | 21 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | ||
| Contract or Agreement | Research Division | Create new RAMP record (or existing) | ROUTE in RAMP (or APPROVAL in existing) | 22 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Purchasing Card, Corporate Card, Department Card Applications | CALS Business Services | Card information and application | Complete and submit the PCard Request Form, an electronic purchasing card application available in Workday | purchasing, travel | 23 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 06/30/2025 02:56 PM |
| Correction of Data or Budget Amount (not yet awarded) | Research Division | Still part of proposal, agreement, or award set-up stage | 24 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | ||
| Correction of Data or Budget Amount (under and existing Award) | Research Division | Email your CALS Post-AwardAccountant. *See Rebudgeted Award section | Your CALS Post-Award Accountant | 25 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Cost Sharing Change/Fixes | Research Division | Cost Share/Commitment Update Form | Your CALS Post-Award Accountant, who will send on to RSP | 26 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Data Use Agreement | Research Division | Create new RAMP Record. If a Data Use Agreement is part of a Funded Research Agreement the Data Use Agreement must be in its own record for tracking purposes for the Provost. Data Use is used as defined in HIPAA. | ROUTE in RAMP | 27 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Department Change - Active Award | Research Division | Needs CALS CFO approval; Request to Transfer Award/Proposal | Angie Seitler | 28 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Department Change - Award Level and/or Project Level ownership of sponsored funds | Research Division | Email your CALS Post-Award Accountant | 29 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | ||
| Request change to Worktag (Programs and Gifts only) | CALS Business Services | Please complete this form to request new Driver Worktags (Program and Gift only), to request edits to Driver Worktags, and to request inactivation of Driver Worktags. | This form will route to the CALS Business Services office, campus, and the WEST team. It will likely take at least a week for changes to be made. | UDDS, gifts, programs, driver, worktags, FDM | 30 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 08/11/2025 07:25 PM |
| Direct Payment (DP) Supplier Invoice via Workday | CALS Business Services | Create Supplier Invoice Job Aid | Workday Driver Worktag Manager, Cost Center Manager, other approvals may be necessary | purchasing, payment | 32 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 06/30/2025 03:16 PM |
| Effort Commitment Updates - If individual is listed in the Notice of Award - AND- the reduction is greater than 25% of the original commitment | Research Division | Prepare letter to be sent to sponsor for approval. Also complete a Commitment Update Form after sponsor approval | Email letter and form to your CALS Post-Award Accountant for submission to RSP | 34 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Effort Commitment Updates - If individual is listed in the Notice of Award - AND- the reduction is not greater than 25% of the original commitment | Research Division | Complete a Commitment Update Form | Your CALS Post-Award Accountant | 35 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Effort Commitment Updates - If individual is not listed in the Notice of Award | Research Division | No commitment should be entered for those not listed on the NoA. No update is needed. | More info (PDF) | 36 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| F&A Waiver Request (after the award; very rare) | Research Division | Start by contacting your CALS Post-Award Accountant | 37 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | ||
| F&A Waiver Request (as part of proposal process) | Research Division | Create new RAMP record (or existing) | ROUTE in RAMP (or APPROVAL in existing) | 38 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Fee-for-Service Agreement | Research Division | Create new RAMP record | ROUTE in RAMP | 39 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Financial Report for Sponsored Projects | Research Division | No action - RSP will process | Email RSP Accountant | 40 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Funded Collaborative Research Agreement | Research Division | Create new RAMP record | ROUTE in RAMP | 41 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Funded Research Agreement | Research Division | Create new RAMP record | ROUTE in RAMP | 42 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Funding Edits Changes - Sponsored Projects | Research Division | Email your CALS Post-Award Accountant | 45 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | ||
| Gift Deposit - Mailing Checks | CALS Business Services | Gift Routing | Mail to UW Foundation, US Bank Lockbox 78807, Milwaukee, WI 53278-0807 | gifts, foundation, WFAA | 46 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 11/08/2024 06:55 PM |
| Internal Service Delivery | CALS Business Services | Internal Service Delivery Job Aid | Once submitted in Workday the internal billing is complete | internal billing, accounts receivable, invoice | 48 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 06/30/2025 03:08 PM |
| Intergovernmental Personnel Assignment (IPA) Agreement | Research Division | Create new RAMP record | ROUTE in RAMP | 49 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| JIT and other agency follow up | Research Division | Existing RAMP record | APPROVAL in RAMP | 50 | momillard | 10/16/2024 10:59 PM | skpeterson4 | 11/08/2024 04:42 PM | |
| Material Transfer Agreement (Incoming & Outgoing) | Research Division | Create new RAMP record | ROUTE in RAMP | 51 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Modification to Agreement or Award Terms & Conditions - Mod received by campus (for the above tasks) | Research Division | Create new RAMP Record | ROUTE in RAMP (or APPROVAL in existing) | 52 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Modification to Agreement or Award Terms & Conditions - Mod received by RSP - Adding Time & Money that was not part of the original proposal | Research Division | Create new WISPER Record | If a record does not exist already, RSP will create a WISPER record to facilitate proper campus approvals | 53 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| Modification to Agreement or Award Terms & Conditions - Mod received by RSP - Adding Time & Money that was part of the original proposal (incrementally funded) | Research Division | Create new RAMP Record | If signatures are needed, RSP will create a RAMP record to facilitate. | 54 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| New Application/Proposal | Research Division | Create new RAMP record | ROUTE in RAMP | 55 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM | |
| NIH Loan Repayment | Research Division | Email College and School Research Contacts | 56 | momillard | 10/16/2024 10:59 PM | momillard | 10/16/2024 10:59 PM |