UW-Whitewater University Handbook
Auxiliary Transfer Policy
SOURCE: Offices of the Vice Chancellor for Administrative Affairs and Student
BACKGROUND: Board of Regent Approved Auxiliary Transfer Policy
POLICY OBJECTIVE: Administration of the UW Auxiliary Transfer Policy
The Vice Chancellor for Administrative Affairs, the Assistant Chancellor
for Student Affairs, the Deputy Assistant Chancellor of Auxiliary Services,
and the Associate Vice Chancellor for Budget and Finance will serve as
an Auxiliary Transfer Committee.
On or before August 15 of each year the Budget Office will initiate the
Annual Year-End Study for all UW-Whitewater Auxiliary units.
The auxiliary operations managers will provide a detailed response to each
of the revenue and expenditure variances on their Year-End statement and
forward to the Budget Office by no later than October 1.
The Budget Office will review the individual auxiliary units Year-End Study
results and compare it with the criteria identified in the Auxiliary Transfer
Policy to identify the possible availability of auxiliary funds for transfer.
The results of the Year-End Study and potential auxiliary transfer amount(s)
will be made available to the Auxiliary Transfer Committee on or before
The Auxiliary Transfer Committee will review the Year-End Study and recommendations
for possible transfer to determine if the transfer policy fiscal criteria
supports the availability of funds prior to recommending auxiliary fund
The Auxiliary Transfer Committee will report its findings, including any
funds eligible for transfer under the UW System Transfers From Auxiliary
and recommendations for transfer to the Chancellor on or before November
The Chancellor and staff will review the recommendations on the availability
of funds, the Committee's recommendation for transfer funds and/or other
legitimate uses to determine if the transfer option will be exercised.
The Chancellor will then initiate the required consultations with students
and other appropriate stakeholders as stipulated in the policy and will
complete the appropriate transmittals to UW System administrative staff
as part of the annual budget submission.
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