UNIVERSITY OF WISCONSIN River Falls

Outreach Residual Funds (AP-01-207)

UW-River Falls Administrative Policy
Policy ID: AP-01-207
Effective: December 18, 2001
Revision: December 2010
Review: 3 years

Outreach Residual Funds

Maintained by: Provost
Approved by: Chancellor
Next Review Date: December 2013


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Policy

UWRF Outreach is responsible for managing its annual allocation, collecting tuition, monitoring expenditures, providing for compensation of instructional costs, and justifying to UW Extension the assessment of other costs to be charged against Fund 104. Charges in 104 must be based on at least full recovery and may be higher than regular tuition.

Authority

The UW-River Falls Chancellor issues this policy in accordance with the Administrative Policy process.
The ACBF is responsible for the administration of this policy. Request an exception to this policy by writing to administrative-policy@uwrf.edumail.

Sanctions and Appeals Process

Failure to adhere to the provisions of this policy may result in appropriate disciplinary action as provided under existing procedures applicable to students, faculty, and staff, and/or civil or criminal prosecution.

Procedure

UW System Budgetary Policy mandates that all 104 funds must be expended on Outreach-related activity. Costs should include:

  1. Salary and fringe benefits for UWRF faculty.
  2. Salary and fringe benefits for UWRF academic college support and UWRF Outreach program and support staff expenses.
  3. Travel expenses, instructional materials, media production and access charges, and promotion incurred by UWRF They may also include course development costs and other appropriate assignable overhead.
  4. UW System budgetary policy also requires that Outreach units maintain no more than a 20% operating balance (based on the total GPR and PR budget).

UWRF Residual Funds Policy:

  1. Residual funds (carryover) will be those funds remaining after all appropriate expenses have been incurred for the fiscal year.
  2. Funds will first be set aside from the residual pool, proportionally by college, to maintain a 20% operating balance reserve.
  3. Residual fund balances (revenues less expenses) will be calculated on a college-by-college basis.
  4. Eighty percent of remaining residual funds by college is available to the college for Outreach-related activity. The college will submit to the Provost a brief plan and budget (not to exceed one page) outlining how residual fund will be expended prior to receiving expenditure authority.
  5. The remaining twenty percent balance of residual funds is available to Outreach and Graduate Studies for Outreach-related activity. OGS will submit to the Provost a brief plan and budget (not to exceed one page) outlining how residual fund will be expected prior to receiving expenditure authority. OGS will waive its 20% for any colleges with a total residual fund balance less than $5,000.
  6. Residual funds will be distributed by Outreach to colleges by September of the following fiscal year.

University Responsibilities

UW System and UWRF institutional plans will guide the allocation of expenditure authority for Fund 104 from UW Extension to UWRF.

Department/Unit Responsibilities

Provost and Vice Chancellor for Academic Affairs
Director of Outreach
College Deans

Related Documents

UW System Budgetary Policy http://www.wisconsin.edu/acss/acis/acis-5.4rev_AppA.htmlink

Contact

Please direct questions about this policy to administrative-policy@uwrf.edumail.