Recent audit recommendations regarding UW Foundation monies transferred to UW-Madison 133 unrestricted gifts funds involve tracking and documentation. CALS, in an effort to meet these recommendations, is implementing the following procedure involving the transfer of UW Foundation funds to UW-Madison. All paperwork to request funds from the UW Foundation and to deposit UW Foundation funds into a UW-Madison 133 unrestricted gift fund are to be prepared and submitted at the same time to CALS Business Services. The process will be as follows:

1. Prepare a UW Foundation Transmittal form to request monies be issued to UW-Madison. Forms should be completed requesting the check to be made payable to UW-Madison and the address for deliver should be CALS Business Services, 208 Agricultural Hall, UW-Madison. Forms should also state the UW-Madison 133 unrestricted gift account number into which the funds are to be deposited; if the funds are to go into a new 133 account, state so on the form.

2. Prepare an accompanying UW-Madison Extramural Transmittal form for the deposit of UW Foundation monies into a UW-Madison 133 unrestricted gift fund.

3. Submit both forms at the same time to CALS Business Services, 208 Agricultural Hall.

4. CALS Business Services will process the UW Foundation Transmittal form and upon approval, submit it to the UW Foundation.

5. UW Foundation will issue the requested check payable to UW-Madison and the UW Gift Routing Form to Research & Sponsored Programs (RSP).

6. Based on the information provided on the UW gift Routing form, RSP either creates a new fund 233 project and deposits the funds or adds the funds to an existing fund 233 project.

7. RSP will at the same time increase the budget of the 233 project.

8. RSP will send an e-mail notice of award/action to the designated administrative person of the affected fund 233 project indicating that the transfer is complete.

9. The increased budget and the receipts will be visible in WISDM.

Note: Separate checks should be requested for each 233 transaction.
A UW Foundation Transmittal will not be processed without accompanying UW-Madison Extramural Transmittal.

The following references are provided:

UW Foundation Transmittal Form is available at:
http://www3.uwfoundation.wisc.edu/funds

UW-Madison Extramural Support Transmittal Form is available at:
http://www.rsp.wisc.edu/forms/gift.pdf

CALS Business Services website: http://www.cals.wisc.edu/bussvc/

CALS Research Division website: http://www.cals.wisc.edu/research/