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Financial Services

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Administrative Services
Hours: 7:45 a.m.-4:30 p.m.
Location: Dempsey 236
Phone: (920) 424-3990
Fax: (920) 424-2240

Financial Services
Hours: 7:45 a.m.-4:30 p.m.
Location: Dempsey 236

Restriction List


The Purchasing Card is intended for best judgement purchases (<$5000). Purchases made with this card comply with the Department of Administration and the UW Oshkosh Purchasing procurement policies and procedures.

The Purchasing Card may NOT be used to purchase the following:

 

ItemDetails and Contact Information
Air Fare, Rail, Bus Fares, Taxi, Limos, etc.Travel card should be used for travel expense.
Alarm/Security SystemsWhen looking to attach something or making a change to a campus building a "Renovation Request" must be completed. Our Planning and Construction department will evaluate the request and will accompany your department in project.
Alcoholic beverages, drugs or pharmaceutical productsDrugs are allowable when purchased by appropriate department (i.e. Student Health Centers when all procurement policies and procedures are followed).
Ammunition or firearmsAllowable when purchased by appropriate department (i.e. Police and Security) and purchased on the mandatory Statewide Contract for Ammunition.
Audio Visual EquipementNeeds to be approved by Information Technologies before purchases. Please contact the Help Desk (x3020).
BusesFor Chartered buses such as Kobussen, Lamers, etc. you must contact Brian Klinger (x0317).
Business CardsCan be purchased through Document Services. Visit their website to fill out an order form.
Capital equipment (>$5000) or component parts
Cash Advances (ATM machines)Strictly Prohibited
Central Store itemsIncludes paper, batteries, bandaids, janitorial supplies, etc.
Computer Hardware/SoftwarePurchases must be coordinated through the Academic Computing Office (x3020)
Consulting Services
Construction and Renovation ItemsWhen looking to attach something or making a change to a campus building a "Renovation Request" must be completed. Our Planning and Construction department will evaluate the request and will accompany your department in project.
Donations or ContributionsIncluding donations to individuals/organizations/vendors where part of the purchase is applied to causes.
Expenses for faculty and staff recruiting or entertainment of prospective employees
Flowers/Gifts/AwardsSome accounts may allow for purchase of these items. Contact Susan Poff (x2006) for further clarification or access to the UW System Policy Papers regarding these types of purchases.
Food/BeveragesThese purchases must be made with "Meal or Beverage Requisitions" and submitted to Michelle Highley in Dempsey 236.
FurnitureWhen looking to purchase new furniture a "Furniture Request" must be completed. Our Planning and Construction department will evaluate the request and will accompany your department in the furniture purchase.
Gasoline/FuelAll gasoline/fuel, including gasoline/fuel for lawnmowers and other off-road units, must be obtained from the campus fueling station, if available, or purchased using a Voyager fuel card.
Gift cardsStrictly Prohibited
Greeting cards for personal useThis includes birthdays, get well, special occasions, etc.
Hazardous or radioactive materials and chemicalsThis includes purchase or removal of such items. Contact Dan Strey (x7008)
Hospitality/Entertainment
Ineligible VendorsThe use of an illegible vendor is not allowed. To see the full list please go to the page http://vendornet.state.wi.us/vendornet/wocc/CertList.pdf
InsuranceNot allowed, all insurance must be processed through Risk Management. Contact Jamie Schwister (x1009).
Lease/RentalsFor more vehicle rental information contact Michelle Highley (x0837).

For any building leases/rentals contact JoAnn Rife (x2438).
LodgingThe Corporate Visa Card should be use for these transactions. Then process a Travel Expense Report (TER) for reimbursement.
Meals and other miscellaneous travel expensesMeals taken during travel should be purchased using the Corporate Visa Card and then processed using a Travel Expense Report (TER) for reimbursement.
Moving expenses
Memberships/Dues-First Issuance. Must be processed using a Direct Pay Request (DPR). Submit to Michelle Highley (x0837).
Motor VehiclesStrictly Prohibited.
Name badges and signage All official name badge and signage at UW Oshkosh is ordered through Planning and Construction in Facilities Management.
PaperThis is a Central Store stocked item. We have Mandatory State Contracts for paper purchases and Central Stores abides by these contracts. For questions regarding special paper purchases contact Purchasing (x0405).
Parking PermitsParking permits during travel should be purchased using the Corporate Visa Card then processed using a Travel Expense Report (TER) for reimbursement.
Party SuppliesAny items purchased for office parties or celebrations, including plates, cutlery, napkins, decorations, etc.
Payments to individuals, employees or students for any reasonThese payments should be processed using a Payment to Individual form and submitted to Michelle Highley in Accounts Payable.
Personal ItemsThis includes seasonal decorations, facial tissue, greeting cards, invitations, paper cups, plates, pictures, plants, radios, coffee pots, heaters, refrigerators, microwave ovens, potting soil and plants for office use.
Phone CardsStrictly Prohibited
PrintingAll purchases of letterheads, envelopes, brochures, flyers, posters, duplicating, forms, etc. must be processed through Document Services.
Radioactive MaterialsContact Dan Strey (x7008) regarding such materials.
Registration Fees pertaining to social/fundraising eventsThese purchases are considered personal expenses and must be paid with personal funds.
Retirement gifts (plaques, etc.)Should be done as a personal purchase.
Serial PurchasingSerial Purchasing occurs when transactions with the same vendor in a time frame of 90 days exceeds $5000 are split in order to avoid the bidding process.
All Services (i.e. legal services, moving services, medical services, consulting services, temporary help/clerical labor)Including maintenance on equipment, window washers along with any type of service that requires a vendor to come on campus and provide a service.

Purchasing services leads to liability issues.
TravelContact Michell Highley (x0837) or see the UW System Policy Paper #36
Work Center Purchases