Billings & Allocations

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Workers' Compensation Allocation

The total workers’ compensation premium assessed to Funds 128 and 136 is allocated within each fund annually by the Madison Budget Office. The method to distribute the premium assessments to the operations within Funds 128 and 136 uses unclassified, classified, LTE and student salaries, as well as the average of the five most recent years of actual claim experience in both funds combined for each of the four salary types. The allocation posts to account code 3430 on WISDM before fiscal year end.

Centralized Services Assessment

The centralized services assessment is the campus overhead charge to Funds 128 and 136. Beginning in FY20 it is equal to 7% of adjusted net expenditures. It is calculated annually for each division by the Madison Budget Office. Each division allocates its share of the assessment to its departments and projects. Questions about this allocation should be directed to your Dean’s office. The assessment posts to account code 2650 on WISDM before fiscal year end.

What is the purpose of the centralized services assessment?

The purpose of the assessment is for funds 128 and 136 to reimburse the campus for expenses related to supporting their activities.  The revenue collected is used to support campus services such as Business Services, Office of Human Resources, and Madison Budget Office.  The assessment is required by Regent policy.

How is it calculated?

The charge is 7% of prior year expenditures for each division on funds 128 and 136.  Total expenditures are reduced by sales credits, segregated fees, financial aid and amounts spent for building projects.

Divisions choose how to allocate these charges to individual accounts.  Some may add their own assessment.  Madison Budget Office does not have information about the allocation method used by each division.  For further information, departments should contact their dean’s office.

Why isn’t last year’s assessment deducted from expenses before the calculation?

Deducting last year’s assessment would complicate the calculation, particularly if divisions allocate the assessment to hundreds of accounts.  If this were done, the total amount collected from the assessment would be decreased.  However, it is necessary to meet the revenue target required to fund central services so the fund 128 and 136 shares are recovered.  The 7% rate would need to be increased to recover the lost revenue.  In the end, the accounts would be charged the same amount.

Municipal Services

Section 70.119 of Wisconsin Statutes requires that UW System pay local municipalities for the cost of services such as police and fire protection. Effective FY 18, a separate segregated fee (transferred from ASM, Wisconsin Union, UHS, and Rec Well) for municipal services will be established consistent with other UW System institutions, and a flat percentage will be used to allocate to units currently paying for municipal services per the Municipal Service Assessment Proposal dated 3/29/16.

Municipal Services
  • Segregated Fee: 22%
  • Housing: 34%
  • Recreation & Wellbeing – Nielsen: 1%
  • Transportation Services: 10%
  • Intercollegiate Athletics: 33%

 

 

 

Fund 128 Assessment

The Fund 128 Assessment is for specific major auxiliary operations only – Intercollegiate Athletics, Facilities Planning & Management, Recreational and Wellbeing, Housing, and Wisconsin Union. This assessment is for services provided by UW System, including, but not limited to, auxiliary budgets, auxiliary rate increases, procurement contracts for food services, bookstore, banking and ATMs, and construction projects for residence halls and student unions.

Fund 123 Interest Allocation

All-Agency Funds