Financial

Supports

Faculty, staff, and students in the departments of Entomology, Forest and Wildlife Ecology, and Plant Pathology; Hub staff.

Services

We can help with budgeting, purchasing, ProCards, no-cost extensions, subawards, project close outs, and financial reporting.

Staff

Kymmy Lomax
Financial Specialist III
Supports Forest and Wildlife Ecology and the Russell Hub

237C Russell Labs

In the office:
Mon – Fri 9:00 am – 5:00 pm

lomax2@wisc.edu
Amber Oberdeck
Financial Specialist III
Supports Plant Pathology and Entomology.

237A Russell Labs

In the office:
Mon – Fri 8:00 am – 4:30 pm

aoberdeck@wisc.edu
Margaret Webster
Financial Manager

237E Russell Labs

In the office:
Mon – Fri 8:00 am – 4:00 pm

mmwebste@wisc.edu

Resources

Financial Resources

+CALS Business Services Purchasing Resources - click to expand or collapse this section

UW-Madison Business Services Purchasing Links

Requisitions

Purchasing Card

For instructions on how to apply for a UW-Madison purchasing card, visit https://businessservices.wisc.edu/purchasing/purchasing-card/, and scroll down to Apply.

The purchasing card update form is used to change default funding, card limits, and addresses: https://businessservices.wisc.edu/pcard-account-update-request-form/.

Policy UW-3013 Purchasing cards

Be aware of these Purchasing Card restrictions per Policy UW-3043 (PPP 4), Exception/Approvals/Special Handling.

For questions and inquiries contact CALS purchasing card manager Sandy Fowler

ShopUW+

SWAP (Surplus With a Purpose)

SWAP Home Page

UPS and Other Shipping Options

Find UPS Drop Boxes on Campus

List of Tasks

Task:

Area:

Contacts/Additional Info:

Task	Area - links to area homepage w/contact info except Self Serve)	Contacts/Additional Info
Academic policy advisement, university and college, undergraduate	Student Services	Allee Hochmuth
Admissions processing, applicant review (graduate)	Student Services	Emily Laabs
Advising, graduate	Student Services	Emily Laabs; Faculty advisor and Committee
Advising, undergraduate	Student Services	Allee Hochmuth
Advisor Note System, maintaining notes on undergraduate students	Student Services	Allee Hochmuth
Airfare, hotel reservations for guests (non-employees)	Administration	Ashley Bowman
Airfare, hotel reservations for UW employees	Self Serve	Self-serve; host PI/Dept, or individuals. Concur System If questions arise with reservations, contact Amber
Benefits eligibility, enrollment and consulting	HR/Payroll	Sonia Parker; Candice Butler
Building and facilities management	Facilities & Instrumentation	Tim Lorenz
Cancel courses	Student Services	Allee Hochmuth
Capstone agreements, undergraduate	Student Services	Allee Hochmuth
Career counseling, undergraduate	Student Services	Allee Hochmuth
Compliance, employee	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Compliance, grants	Grants	Laurie Luther
Computer won't start	Russell Labs IT	IT Staff
Conference room reservations	Self Serve	View conference room calendars here. Book conference rooms with Outlook 365 or Outlook.
Consulting, ordering a new UW-owned computer	Russell Labs IT	IT Staff
Consulting, ordering software for a new UW-owned computer	Russell Labs IT	IT Staff
Content updates, department websites (includes directories)		Ento - Ben Bradford PP - complete form FWE - details here
Content updates, lab websites	Self Serve	Service not offered. CALS Web Services offers WordPress training.
Copying - copier use and questions	Russell Labs IT	IT Staff How-to: Scanning to and from USB/Flash Drive
Copying - making copies	Self Serve	Self-serve
Cost Share	Financial Services	Pre-Award: Brittney Greene (FWE) Laurie Luther (Ento, PP); Margaret Webster ( Pre & Post award)
Courier services/shipping	Facilities & Instrumentation	Tim Lorenz
Course attributes, assigning	Student Services	Allee Hochmuth
Course evaluations, executing (AEFIS)	Student Services	Allee Hochmuth
Course waitlists, managing	Student Services	Allee Hochmuth
Curriculum management, graduate	Student Services	Emily Laabs
Curriculum management, undergraduate (covers Guide editing, course proposals, program changes)	Student Services	Allee Hochmuth
DARS evaluations, undergraduate	Student Services	Allee Hochmuth Includes advising students on time to degree completion, and coordinating exceptions to curriculum in consultation with program faculty
Deferrals, tuition, to 3rd party	Financial Services	Margaret Webster (P); Alyson Amenda (B)
Department fileserver, can't access files	Russell Labs IT	IT Staff
Deposits, cash and check (to 136 accounts)	Financial Services	Financial Services Staff
Deposits, gift check (to UW Foundation and 233 accounts)	Financial Services	Financial Services Staff
Direct Payments (DPs)	Financial Services	Financial Services Staff
Driver authorizations, State vehicle		Campus Business Services - More Info
ECC and ECRT effort (on-line work effort reporting)	Financial Services	Margaret Webster, Laurie Luther; Alyson Amenda
Email lists for departments, Subscriptions	Russell Labs IT	IT Staff
Employee conflict, health/wellness, trainings and compliance	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Employee funding	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Employment information and consulting	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Employment termination	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Events - in Advance of scheduling	Financial Services	Financial Services Staff Margaret Webster
Expense reimbursement policy and approvals	Financial Services	Financial Services Staff
Faculty/academic staff leave reporting and requests	HR/Payroll	Sonia Parker; Candice Butler
Fee for service account requests (136 accounts)	Financial Services	Margaret Webster
Fellowships (Graduate) - includes WDGF and SciMed GRS	Student Services	Emily Laabs; Alyson Amenda; Margaret Webster
Fileserver, department, can't access files	Russell Labs IT	IT Staff
Fleet vehicles - funding	Financial Services	Financial Services Staff Margaret Webster
Fleet vehicles - general info and reservations	Self Serve	Self-serve: Fleet car information Fleet car online reservation system (UW and DOA Fleets are now combined in a single reservation system)
Funding, employee	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Gift check deposits (to UW Foundation and 233 accounts)	Financial Services	Financial Services Staff
Grad student employment	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda; Emily Laabs
Grants - post-award: - accounting - expense review - monitoring, reporting and closeout - no-cost extensions - re-budget - subcontracts	Financial Services	Margaret Webster Financial Services Staff
Grants - pre-award: - proposal assistance and review - Grants.gov proposal submissions - proposal budget review	Grants	Laurie Luther; Margaret Webster (proposal budget review)
Growth chambers	Facilities & Instrumentation	Tim Lorenz
Handbooks and forms for academic programs (Graduate)	Student Services	Emily Laabs
Health/wellness, employee	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Hire requests, student hourly and TE	HR/Payroll	Sonia Parker; Candice Butler
Independent Study Agreements, undergraduate	Student Services	Allee Hochmuth
Instagram account, Russell Labs, maintain	Student Services	Allee Hochmuth
Installing software on computers in a classroom	Russell Labs IT	IT Staff
Installing software on computers in a lab	Russell Labs IT	IT Staff
Instrument shop	Facilities & Instrumentation	Tim Lorenz
Keys	Facilities & Instrumentation	Tim Lorenz
Lab website - questions/instruction on using WordPress	CALS Web Services	CALS Web Services
Lab website - report an outage	CALS Web Services	CALS Web Services
Lab website - request a new WordPress site (faculty)	CALS Web Services	CALS Web Services
Lab website - user account questions	CALS Web Services	CALS Web Services
Leave reporting and requests, faculty/academic staff	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Linux support	Russell Labs IT	IT Staff
Lists, email (for departments)	Russell Labs IT	IT Staff
Lost and Found	Facilities & Instrumentation	Tim Lorenz
Mac support	Russell Labs IT	IT Staff
Mail, mailroom	Facilities & Instrumentation	Tim Lorenz
Major declaration, single and double, undergraduate	Student Services	Allee Hochmuth Includes declaring new students in the major and advising on time to degree completion
Milestones, track student milestones and progress towards degree (Graduate)	Student Services	Emily Laabs
Mobile device support	Russell Labs IT	IT Staff
Network is down	Russell Labs IT	IT Staff
No Cost Extension (NCE) and re-budget requests (Post-Award)	Financial Services	Margaret Webster Financial Services Staff
Online course updates (Undergraduate and Graduate)	Student Services	Allee Hochmuth
Order office supplies	Self Serve	Self-serve; staff can order their own office supplies via ShopUW+ and will need approval from Alyson.
Packages, receiving in Russell Labs, shipping from Russell Labs	Facilities & Instrumentation	Tim Lorenz
Parking permits, renewal - State vehicle	Self Serve	Self-serve; PI's will be emailed their renewal directly from Transportation Services.
Payment to Individual Reports (PIRs)	Financial Services	Financial Services Staff
Photocopying - copier use and questions	Russell Labs IT	IT Staff How-to: Scanning to and from USB/Flash Drive
Photocopying - making copies	Self Serve	Self-serve
Printer, installing	Russell Labs IT	IT Staff
Printer, office or lab - paper	Russell Labs IT	IT Staff
Printer, office or lab - toner	Russell Labs IT	IT Staff
Program Certification/Program of Study - Graduate	Student Services	Emily Laabs
Projector doesn't work in classroom	Russell Labs IT	IT Staff
Projector doesn't work in conference room	Russell Labs IT	IT Staff
Purchasing card applications and management	Financial Services	Financial Services Staff
Qualifying exams	Student Services	Emily Laabs
Recruitment (Employee)	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Recruitment (Graduate)	Student Services	Emily Laabs
Registration, conference	Self Serve	Self-serve; use pcard or e-reimbursement.
Reimbursement, travel expense, procedures and approvals	Financial Services	Financial Services Staff
Remission, tuition	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Requisitions, purchase orders (>$5000)	Financial Services	Financial Services Staff
Reservations, classroom	Administration	Ashley Bowman; Allee Hochmuth (backup)
Reservations, conference room	Self Serve	View conference room calendars here. Book conference rooms with Outlook 365 or Outlook.
Russell network fileserver - problems accessing files	Russell Labs IT	IT Staff
Russell network fileserver - problems logging in	Russell Labs IT	IT Staff
Schedule of classes	Student Services	Allee Hochmuth
Scholarship nomination process, undergraduate, assistance	Student Services	Allee Hochmuth
Shop UW	Self Serve/Financial Services	Self-serve; staff can order their own office supplies per PI approval with funding source via ShopUW+, and will need to route for approval from Financial Services Staff
SOAR activity management	Student Services	Allee Hochmuth Includes evaluating Advanced Placement scores, transferring credit equivalencies, advising students on appropriate First-year Interest Groups (FIGS) and liaising with appropriate campus offices as necessary (Registrar's Office, International Student and Scholars Services, CALS Academic Affairs, etc.)
Software, installing on a personal or UW-owned computer	Russell Labs IT	IT Staff
Software, installing on computers in a classroom	Russell Labs IT	IT Staff
Software, installing on computers in a lab	Russell Labs IT	IT Staff
Student employment, Grad	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Student employment, Undergrad	HR/Payroll	Sonia Parker; Candice Butler
Student enrollment permissions, graduate	Student Services	Emily Laabs
Student enrollment permissions, undergraduate	Student Services	Allee Hochmuth
Student hourly and TE hire requests	HR/Payroll	Sonia Parker; Candice Butler
Student Information System (SIS) updates	Student Services	Allee Hochmuth
Student recruitment, undergraduate	Student Services	Allee Hochmuth Includes participate in campus recruitment events
Supplies, order office supplies (Hub only)	Self Serve	Self-serve; staff can order their own office supplies via ShopUW+ and will need approval from Alyson.
Telephone lines (VoIP setup)	Russell Labs IT	IT Staff
Timesheet entry and approval	HR/Payroll	Sonia Parker; Candice Butler
Timetable	Student Services	Allee Hochmuth
Trainings, employee	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Travel expense reimbursement procedures and approvals	Financial Services	Financial Services Staff
Troubleshooting, computer general	Russell Labs IT	IT Staff
Tuition deferrals to 3rd party	Financial Services	Margaret Webster (P); Alyson Amenda (B)
Tuition remission	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
Undergraduate advising	Student Services	Allee Hochmuth
Undergraduate curriculum	Student Services	Allee Hochmuth
Undergradute listserves, manage	Student Services	Allee Hochmuth
Vehicles, department	Facilities & Instrumentation	Facilities and Instrumentation Staff
Vehicles, fleet - funding	Financial Services	Financial Services Staff Margaret Webster
Vehicles, fleet - general info and reservations	Self Serve	Self-serve: Fleet car information Fleet car online reservation system (UW and DOA Fleets are now combined in a single reservation system)
Virus, computer has	Russell Labs IT	IT Staff
Visa application processing and consulting	HR/Payroll	Sonia Parker; Candice Butler; Alyson Amenda
VoIP lines	Russell Labs IT	IT Staff
Waitlists, managing	Student Services	Allee Hochmuth
Warrants	Student Services	Emily Laabs
Website, department website - content editing (includes directories)		Ento - Ben Bradford PP - complete form FWE - details here
Website, department website - report an outage	CALS Web Services	CALS Web Services
Website, lab - questions/instructions on using WordPress	CALS Web Services	CALS Web Services
Website, lab - report an outage	CALS Web Services	CALS Web Services
Website, lab - request a new WordPress site (faculty)	CALS Web Services	CALS Web Services
Website, lab - user account questions	CALS Web Services	CALS Web Services
Won't start, computer	Russell Labs IT	IT Staff
Task	Area - links to area homepage w/contact info except Self Serve)	Contacts/Additional Info

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