from: donna d halleran diana allaby; ronald a …...from: donna d halleran to: diana allaby; ronald...

From: DONNA D HALLERANTo: Diana Allaby; RONALD A AMERSON; Melissa Amos-Landgraf; ANDERSON, Brenda; AYODHYA L BATAJOO; Lori M.

Berquam; MARIANNE T BIRD BEAR; Cindy Blankenship; Justin Boehm; CHAD R BOETTCHER; Ann Bourque;PHILLIP C BRAITHWAITE; JANET L BRANCHAW; Carrie Olson; Josh Cutler; DANIEL G JONAS; Secretary of theAcademic Staff; Carl Dauschmidt; Kory Deavers; CATHARINE DERUBEIS; Brian Diebling; John Dreger; Sue Duhr;Ken DVORAK; STEPHEN L ELMER; teri engelke; LEA ERICKSON; Natalie Feggestad; Staci Francis; Ginger Freitag;Nancy Graff SCHULTZ; Anne Gunther; ALICE P GUSTAFSON; Wayne Guthrie; DONNA D HALLERAN; PamarellaHetland; SCOTT H HILDEBRAND; CAMILLE L ENDRES; JOHN A HORN; Charles Hoslet; James Hovland; JAIME LBAUMAN; Jane Dymond; JENNERMAN, Arnold; Jim Johannes; Andrew Johnson; Julie Karpelenia; JEFFREY BKASMIR; Kelly Anderson; MARTHA KERNER; Jennifer Klippel; Renee Kojo; Brenda Krueger; JENNY KVISTAD; DanLanger; Lisa Learish; Mary Luther; Madison Budget Office; Susie Maloney; UW-Madison Provost; MargaretRaymond; Randy Marnocha; Kathy Mather; Dundee McNair; Barbara McPherson; Laura Morris; MORRIS, Mario;KENNETH J MOUNT; MULLER, James; Tim Norris; Jeff Novak; Jane Oberdorf; Tammy O Brien; JANEL J OSTER;Nancy Parkinson; Ellen Paul; Greta M. Petersen; Bethany A. Pluymers; Padmini Prashanth; Carla Raatz; RIEVES,Dave; Paul Robbins Director, Nelson Institute for Environmental Studies; Mary Beth Roberts; Ed RODRIGUEZ;Angie J Rosas; MARIE E RUETTEN; Jeff Sailor; SANDRA R GRIMM; Suzanne Schlecht; Petra Schroeder; DonSCHUTT; Secretary of the Faculty; Angela Seitler; Hope Simon; STERK, James; Troy Suski; Lee SWIMM; AndyTaylor; Margaret Tennessen; KARLA R THOMPSON; David Towers; Darren Uhl; VAN ORMAN, Sarah; Beth Walsh;Lisa Walters; MARK W WALTERS; George Watson; LYNN E WEST; Adam Whitehorse; Amy Wilson; JonathanWolf; DARLENE R WOOD; Faye Wright; YAN, Holly

Subject: FY 2016-17 Centralized Services AllocationDate: Wednesday, March 22, 2017 11:07:50 AMAttachments: CENTRALIZEDSVCS_FISCAL_2017_ASSESSMENT_Draft.xlsx

Budget Officers: Attached is the summary schedule for the 2017 Centralized Services assessment. This year’s chargeis based on your FY 2016 expenditures, net of sales credits. The rate remains at 5% and applies tofunds 128 and 136. Please provide the funding string(s) to which this should be charged by April 14. Remember, theassessment must be charged to the fund it was assessed against, except for those few operationsthat have moved within this fiscal year. Please respond to our general e-mail address, which [email protected]. I will process the transfer as soon as I have coding from everyone and will forward a copy of the JETentry at that time. Let me know if you have questions. Donna HalleranAuxiliary Operations Analysis265-3443

mailto:/O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYDIBOHF23SPDLT)/CN=RECIPIENTS/CN=4D2D29E75FEF49CDA010560288F222E9-HALLERANmailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:/o=ExchangeLabs/ou=Exchange Administrative Group (FYDIBOHF23SPDLT)/cn=Recipients/cn=5133f90b30f04e46aa9a526f6161f13a-kasmirmailto:/o=ExchangeLabs/ou=Exchange Administrative Group (FYDIBOHF23SPDLT)/cn=Recipients/cn=5133f90b30f04e46aa9a526f6161f13a-kasmirmailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:/o=ExchangeLabs/ou=Exchange Administrative Group (FYDIBOHF23SPDLT)/cn=Recipients/cn=d0daf0dae59f42508c3a2db4edf0a7bc-rmarnochamailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:/o=ExchangeLabs/ou=Exchange Administrative Group (FYDIBOHF23SPDLT)/cn=Recipients/cn=366b525467754268828157cb809d00ca-empaul2mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] CSA Recipients

5%

Division / DepartmentFundTotal ExpendituresTotal Sales CreditsExternal Sales CreditsAdjusted Net ExpendituresSegregated Fees (128)Financial AidPlant AdditionsCentrally Funded ExpendituresExemptions and Misc AdjAssessment BaseAssessmentIDRecipients

A03BUSINESS SERVICES 12848,582,602(46,550,103)-2,032,4996--2,032,505101,625128A03Martha Kerner, Carl DauSchmidt

A04DIVISION OF STUDENT LIFE 1287,395,557(110,399)-7,285,158(7,214,273)--70,8853,544128A04Sue Duhr; Kevin Helmkamp

A04DIVISION OF STUDENT LIFE 1362,909,619(12,177)(602)2,896,839---(236,593)2,660,246133,012136A04Sue Duhr; Kevin Helmkamp

A05ENROLLMENT MANAGEMENT 128725,701(65,249)-660,452---660,45233,023128A05Darren Uhl

A05ENROLLMENT MANAGEMENT 1364,0391,142(1,142)4,039---4,039202136A05Darren Uhl

A06INFORMATION TECHNOLOGY 12848,990,628(43,477,719)393,3295,906,237---5,906,237295,312128A06Joanne Jones; Andy Taylor

A07COLLEGE OF AGRICULTURAL & LIFE SCIENCES13613,731,980(3,771,563)(34,888)9,925,529-(61,862)(17,330)9,846,337492,317136A07Angie Seitler;

A10INTERNATIONAL DIVISION 12813,207,521(240,386)-12,967,135-(625,780)-(10,584,337)1,757,01887,851128A10Dan Jonas; Judy Humphrey

A10INTERNATIONAL DIVISION 1362,210,535(88,662)-2,121,873-265,755-2,387,628119,381136A10Dan Jonas; Judy Humphrey

A12SCHOOL OF BUSINESS 1365,403,634(926,896)6,2694,483,006-(36,555)-(330,286)4,116,165205,808136A12Lisa Learish

A17SCHOOL OF EDUCATION 13669,612,076(12,639,994)2,97156,975,053-(19,119)-(1,006,143)55,949,7902,797,490136A17Melissa Amos-Landgraf; Beth Walsh

A18ARTS INSTITUTE 136551,857(103,499)-448,358-(500)-447,85822,393136A18Natalie Feggestad

A19COLLEGE OF ENGINEERING 1368,029,901(3,505,887)7184,524,733-(92,941)-4,431,792221,590136A19Barbara McPherson; Ginger Freitag

A27SCHOOL OF HUMAN ECOLOGY 1362,046,685(36,619)3,7182,013,784-(2,257)-(94,000)(193,425)1,724,10186,205136A27Natalie Feggestad

A34VC FOR RESEARCH AND GRADUATE EDUCATION 13621,166,973(9,133,616)38,59512,071,951-(1,511)-12,070,440603,522136A34Petra Schroeder; Russell Schwalbe

A37COLLAB FOR ADV TEACH & LEARNING 13621,813(3,500)-18,313-543-18,856943136A37Sharon Paynter-Cleaves; Janet Branchaw

A40GAYLORD NELSON INST ENVIRONMENTAL STUDY13645,084(8,514)17236,742---36,7421,837136A40Lynn West

A42INTERCOLLEGIATE ATHLETICS 12883,132,630(978)-83,131,652-(111,354)-83,020,2984,151,015128A42Randy Marnocha; Mario Morris; Dave Rieves

A45LAW SCHOOL 136260,753(40,619)-220,134-(5,424)-214,71010,735136A45Bethany Pluymers

A48COLLEGE OF LETTERS AND SCIENCE 13614,172,049(7,791,172)37,4776,418,354-(11,914)-6,406,439320,322136A48Anne Gunther; James Hovland; Mehdi Rezai;

A49GENERAL LIBRARY 1361,413,784(451,565)23,134985,353-(11,500)-(196,492)777,36138,868136A49Jaime Bauman; Nancy Graff-Schultz

A53SCHOOL OF MEDICINE AND PUBLIC HEALTH 13630,834,601(16,777,566)31,82114,088,856-(182,147)(409,268)(471,812)13,025,630651,281136A53Ken Mount; Darlene Wood

A54SCHOOL OF NURSING 13692,145(35,578)50057,066---57,0662,853136A54Padmini Prashanth

A56SCHOOL OF PHARMACY 1361,356,341(694,803)8,830670,367-(9,139)-661,22933,061136A56Adam Whitehorse

A57UNIV HEALTH SERVICES 12826,013,147(458,854)-25,554,293(12,911,060)-(60,000)(9,633,383)2,949,850147,493128A57Arnie Jennerman; Holly Yan

A57UNIV HEALTH SERVICES 1364,944--4,944---4,944247136A57Arnie Jennerman; Holly Yan

A71FACILITIES PLANNING AND MANAGEMENT 12862,877,484(55,231,607)7,6727,653,550--(1,265,149)6,388,401319,420128A71Ken Dvorak

A71FACILITIES PLANNING AND MANAGEMENT 136751,717--751,717--(539,283)(129,893)82,5414,127136A71Ken Dvorak

A77UNIVERSITY POLICE DEPARTMENT 128266,286(264,658)32,61934,247---34,2471,712128A77Cindy Blankenship

A80RECREATIONAL SPORTS 1285,804,889(190,066)-5,614,823(3,721,804)-(1,151,835)741,18537,059128A80John Horn

A85UNIVERSITY HOUSING 12881,751,791(46,463)-81,705,328-(3,000)(13,417,542)68,284,7863,414,239128A85Laura Morris

A87SCHOOL OF VETERINARY MEDICINE 13619,132,667(2,383,123)-16,749,544-(16,931)-16,732,612836,631136A87Edward Rodriguez; Sue Dahmen

A93DIVISION OF CONTINUING STUDIES 13626,372(750)-25,622---25,6221,281136A93Hope Simon

A96WISCONSIN UNION 12837,955,498(456,894)-37,498,605(17,994,321)-(2,109,673)5,717,39423,112,0051,155,600128A96Tim Delaney

610,483,301(205,498,338)551,193405,536,156(41,841,452)(925,636)(18,970,080)(656,978)(16,501,991)326,640,01816,331,999

Total CSA16,331,999

FISCAL 2017 CENTRALIZED SERVICES ALLOCATIONBASED ON FISCAL 2016 EXPENDITURES

FY16 Rate Incr Compare

2015 Actual201620162016

DIVISION/DEPARTMENT NAMEFUND/DIV3%3%4%5%RECIPIENT

A03: Business Services128A03140,80590,885121,180151,475Mark Yatchak; Dan Purcell (MDS)

A03: Business Services136A03150,412138,396184,528230,659Mark Yatchak

A04: Division of Student Life128A04Sue Duhr; Kevin Helmkamp

A04: Division of Student Life136A0468,76657,02476,03295,040Sue Duhr; Kevin Helmkamp

A05: Enrollment Management128A0514,61519,75426,33932,924June Ganser

A05: Enrollment Management136A052569711,2951,619June Ganser

A06: Division of Information Technology128A06469,085663,830885,1061,106,383Joanne Jones; Andy Taylor

A07: Agriculture & Life Sciences (CALS)128A07

A07: Agriculture & Life Sciences (CALS)136A07255,003315,485420,646525,808Angie Seitler;

A10: International Studies128A1036,80157,09376,12495,154Dan Jonas; Judy Humphrey

A10: International Studies136A1030,19776,605102,140127,674Dan Jonas;

A12: School of Business136A1283,565130,321173,761217,201James S. Walker; Lisa Learish

A12: School of Business128A12

A17-1310: G.S. - CCTAP128A17

A17: School of Education136A171,213,2661,088,1281,450,8371,813,547Melissa Amos-Landgraf; Beth Walsh

A19: College of Engineering136A19170,448151,456201,941252,426Barbara McPherson; Ginger Freitag

A27: School of Human Ecology136A2750,41853,07270,76388,453Natalie Feggestad;

A34: Graduate School136A34286,011421,021561,362701,702Petra Schroeder; Russ Schwalbe

A37: WI Science136A3720882110137Sharon Paynter-Cleaves; Janet Branchaw

A40: Environmental Studies136A407041,3651,8212,276Kelly Rupp; Hope Simon; Kathy Ivchenko

A42: University Athletics128A422,016,2862,165,2992,887,0653,608,832Randy Marnocha; Mario Morris; Dave Rieves;

A45: Law School136A4510,1877,0329,37611,719Bethany Pluymers

A48: College of Letters & Science128A48

A48: College of Letters & Science136A48263,426258,378344,504430,629Anne Gunther; James Hovland; Mehdi Rezai;

A49: General Library136A4964,02234,54546,06057,575Karen Lamere; Nancy Graff-Schultz

A51: Health Sciences / University Hospital136A51

A53: School of Medicine and Public Health136A53369,111338,967451,957564,946Ken Mount; Darlene Wood

A54: School of Nursing136A54

A55: Psychiatric Institute136A55382509636

A56: School of Pharmacy136A5622,09214,20118,93523,669Adam Whitehorse

A57: University Health Services128A57026,93835,91744,896Arnie Jennerman; Irina McKeller

A57: University Health Services136A5702,9673,9564,944Arnie Jennerman; Irina McKeller

A63: Officer Education (ROTC)136A63

A71: Facilities Planning & Management Note 2128A71271,055663,932834,9441,008,632Ken Dvorak

A71: Facilities Planning & Management136A7115,09720,13025,162Ken Dvorak

A77: University Police Department128A77417Cynthia Blankenship

A80: Recreational Sports128A8024,94914,92519,90024,876John Horn

A85: University Housing128A851,949,5901,950,7962,601,0613,251,326Robert Bolles

A87: School of Veterinary Medicine136A87412,839478,045637,393796,742Edward Rodriguez; Sue Dahmen

A93: Division of Continuing Studies136A9317,7811,6432,1912,739Laura Ingram

A96: Wisconsin Union128A96674,753750,7011,000,9351,251,169Hank Walter; Troy Suski

A99: Student Work Program136A99

TOTAL$ 9,067,068$ 9,989,336$ 13,268,815$ 16,550,971

&"Times New Roman,Bold"&8&F&"Times New Roman,Bold"&8&A

Note 1: Receipts from outside of UW System must be recorded as Revenue in Program Revenue Funds; so SFS Account Code 9051, 'External Sales Credits' is not to be used in PR Funds including Funds 128 & 136. (See SFS Account Code definitions and FPPP#24). For the Fiscal 2016 Centralized Services Assessment, Net Expenditures used for calculating the Assessment have been adjusted to not include External Sales Credits for those divisions where there were material amounts of External Sales Credits. External Sales Credits greater than $2,000 were added to other miscellaneous adjustments to determine the Centralized Service Assessment base.

Note 2: FP&M discovered an error that overstated sales credits in FY13 and FY14. They corrected the error which resulted in lower than normal sales credits in FY15. The end result is a $2,373,000 difference between FY14 and FY15.FP&M also stopped the advanced payment of sales credits between FY14 and FY15. As a result sales credits are $2,300,000 lower in FY15.Between years of a constant Centralized Services Assessment rates these two items would net out. Since the rates are increasing for the FY16 assessment, an argument can be made to only charge an assessment rate of 3% for the these items. The calculations above include the differential rate for FP&M ($4,673,000 of net expenditures calculated at 3% and the remainder at 4% or 5%).

FISCAL 2016 CENTRALIZED SERVICES ASSESSMENT FUNDS 128, 136BASED ON FISCAL 2015 EXPENDITURES NET OF SALES CREDITS (WISDM)

CC_WKSHT_2017_Draft

5%

Division / DepartmentFundTotal ExpendituresTotal Sales CreditsExternal Sales CreditsAdjusted Net ExpendituresSegregated Fees (128)Financial AidPlant AdditionsCentrally Funded ExpendituresExemptions and Misc AdjAssessment BaseAssessmentIDNOTES, COMMENTS, AND REFERENCES

A01GENERAL EDUCATIONAL ADMINISTRATION 12891,374(18,200)-73,174---(73,174)--128A01Exempt

A01GENERAL EDUCATIONAL ADMINISTRATION 13667,831(8,406)5,06264,487---55,880(120,367)--136A01Exempt

A0205VP DIVERSITY AND CLIMATE PGMS 13616,916(300)-16,616---(16,616)--136A0205Exempt

A0206ACADEMIC ADVISING 13659,977(36,955)-23,022---(23,022)--136A0206Exempt

A0208VICE CHANCELLOR FINANCE&ADMINISTRATION 1282,153,563(2,567,025)-(413,462)---413,462--128A0208Exempt

A0208VICE CHANCELLOR FINANCE&ADMINISTRATION 136126,492--126,492---126,492(252,985)--136A0208Exempt

A0220OFFICE OF HUMAN RESOURCES 128110,622(16,911)-93,711---(93,711)--128A0220Exempt

A0220OFFICE OF HUMAN RESOURCES 13612,783--12,783---(12,783)--136A0220Exempt

A0224VC FOR UNIVERSITY RELATIONS 128768,670(193,800)-574,870---(574,870)--128A0224Exempt

A0224VC FOR UNIVERSITY RELATIONS 136608,451(607,493)3851,343---(1,343)--136A0224Exempt

A0230FELLOWS & SCHOLARS 1288,965,513--8,965,513-(8,965,513)----128A0230Exempt

A0230FELLOWS & SCHOLARS 136----------136A0230Exempt

A0242INSTITUTIONAL MEMBERSHIPS 136308--308---(308)--136A0242Exempt

A0267OFFICE OF LEGAL AFFAIRS 12856,158--56,158---(56,158)--128A0267Exempt

A0293AUXILIARY OPERATIONS ANALYSIS 128(704,658)--(704,658)---704,658--128A0293Exempt

A0293AUXILIARY OPERATIONS ANALYSIS 136(0)--(0)---0--136A0293Exempt

A03BUSINESS SERVICES 12848,582,602(46,550,103)-2,032,4996--2,032,505101,625128A03

A03BUSINESS SERVICES 1364,010,188--4,010,188---(4,010,188)--136A03Exempt

A04DIVISION OF STUDENT LIFE 1287,395,557(110,399)-7,285,158(7,214,273)--70,8853,544128A04

A04DIVISION OF STUDENT LIFE 1362,909,619(12,177)(602)2,896,839---(236,593)2,660,246133,012136A04

A05ENROLLMENT MANAGEMENT 128725,701(65,249)-660,452---660,45233,023128A05

A05ENROLLMENT MANAGEMENT 1364,0391,142(1,142)4,039---4,039202136A05

A06INFORMATION TECHNOLOGY 12848,990,628(43,477,719)393,3295,906,237---5,906,237295,312128A06

A07COLLEGE OF AGRICULTURAL & LIFE SCIENCES128---------128A07

A07COLLEGE OF AGRICULTURAL & LIFE SCIENCES13613,731,980(3,771,563)(34,888)9,925,529-(61,862)(17,330)9,846,337492,317136A07

A10INTERNATIONAL DIVISION 12813,207,521(240,386)-12,967,135-(625,780)-(10,584,337)1,757,01887,851128A10Administrative Expenses / S. C. Only (A10-4000 & Project 1280899) per Darrell; All other 128 Projects exempted.

A10INTERNATIONAL DIVISION 1362,210,535(88,662)-2,121,873-265,755-2,387,628119,381136A10

A12SCHOOL OF BUSINESS 128---------128A12

A12SCHOOL OF BUSINESS 1365,403,634(926,896)6,2694,483,006-(36,555)-(330,286)4,116,165205,808136A12International Programs exempted per agreement 9-5-14; Misc Adj for exemptions - PRJ91CP = $ 11,750; 122016 = $309,210.43; 136AR14 = $7,250; 136A151 = $18,007.44; PRJ89KN = $24,751.45

A17SCHOOL OF EDUCATION 1281,050,282945-1,051,227(1,073,397)--22,1700-128A17Exempt - Seg Fee funded

A17SCHOOL OF EDUCATION 13669,612,076(12,639,994)2,97156,975,053-(19,119)-(1,006,143)55,949,7902,797,490136A17Exempt Tandem Press (A17-1010-2) per Darrell

A18ARTS INSTITUTE 136551,857(103,499)-448,358-(500)-447,85822,393136A18

A19COLLEGE OF ENGINEERING 1368,029,901(3,505,887)7184,524,733-(92,941)-4,431,792221,590136A19

A27SCHOOL OF HUMAN ECOLOGY 1362,046,685(36,619)3,7182,013,784-(2,257)-(94,000)(193,425)1,724,10186,205136A27Fashion Inst. Pass Through Funds Exempt (273201-136-2620)

A34VC FOR RESEARCH AND GRADUATE EDUCATION 13621,166,973(9,133,616)38,59512,071,951-(1,511)-12,070,440603,522136A34

A37COLLAB FOR ADV TEACH & LEARNING 13621,813(3,500)-18,313-543-18,856943136A37

A40GAYLORD NELSON INST ENVIRONMENTAL STUDY13645,084(8,514)17236,742---36,7421,837136A40

A42INTERCOLLEGIATE ATHLETICS 12883,132,630(978)-83,131,652-(111,354)-83,020,2984,151,015128A42

A45LAW SCHOOL 136260,753(40,619)-220,134-(5,424)-214,71010,735136A45

A48COLLEGE OF LETTERS AND SCIENCE 128336,173--336,173---(336,173)0-128A48WSUM Radio (Ancillary Services) - Exempt (100% Student Seg Fee Funded); Less than $100

A48COLLEGE OF LETTERS AND SCIENCE 13614,172,049(7,791,172)37,4776,418,354-(11,914)-6,406,439320,322136A48

A49GENERAL LIBRARY 1361,413,784(451,565)23,134985,353-(11,500)-(196,492)777,36138,868136A49

A51CTR FOR HLTH SCI-UNIVERSITY HOSPITALS 136552,474--552,474---(552,474)--136A51

A53SCHOOL OF MEDICINE AND PUBLIC HEALTH 13630,834,601(16,777,566)31,82114,088,856-(182,147)(409,268)(471,812)13,025,630651,281136A53WONIX project costs excluded from assessment (PRJ91GX, PRJ91GY, PRJ91GZ, PRJ91HA, PRJ91HB)

A54SCHOOL OF NURSING 13692,145(35,578)50057,066---57,0662,853136A54

A55PSYCHIATRIC INSTITUTE 136---------136A55

A56SCHOOL OF PHARMACY 1361,356,341(694,803)8,830670,367-(9,139)-661,22933,061136A56

A57UNIV HEALTH SERVICES 12826,013,147(458,854)-25,554,293(12,911,060)-(60,000)(9,633,383)2,949,850147,493128A57Exempt SHIP Operation per Darrell (Since Fiscal 2011)

A57UNIV HEALTH SERVICES 1364,944--4,944---4,944247136A57

A63OFFICER EDUCATION 13621,778(25,750)-(3,972)---3,9720-136A63Exempt

A71FACILITIES PLANNING AND MANAGEMENT 12862,877,484(55,231,607)7,6727,653,550--(1,265,149)6,388,401319,420128A71

A71FACILITIES PLANNING AND MANAGEMENT 136751,717--751,717--(539,283)(129,893)82,5414,127136A71

A77UNIVERSITY POLICE DEPARTMENT 128266,286(264,658)32,61934,247---34,2471,712128A77

A80RECREATIONAL SPORTS 1285,804,889(190,066)-5,614,823(3,721,804)-(1,151,835)741,18537,059128A80

A85UNIVERSITY HOUSING 12881,751,791(46,463)-81,705,328-(3,000)(13,417,542)68,284,7863,414,239128A85

A87SCHOOL OF VETERINARY MEDICINE 13619,132,667(2,383,123)-16,749,544-(16,931)-16,732,612836,631136A87

A93DIVISION OF CONTINUING STUDIES 13626,372(750)-25,622---25,6221,281136A93

A96WISCONSIN UNION 12837,955,498(456,894)-37,498,605(17,994,321)-(2,109,673)5,717,39423,112,0051,155,600128A96(1,700,000) WUD adj; Add back 7,417,394 Memorial Union Building Prj(frm income statement)

A98UNIT-WIDE 128(20,537,246)(2,000,000)-(22,537,246)(1,546,239)--24,083,485--128A98Exempt - Campus Accounts

A98UNIT-WIDE 13622,858,639(1,490)-22,857,149---(22,857,149)--136A98Exempt - Campus Accounts

A99STUDENT WORK-STUDY PROGRAM 136163,943--163,943---(163,943)--136A99Exempt - federal work study programs

631,273,532(210,973,723)556,640420,856,449(44,461,088)(9,891,149)(18,970,080)(1,040,171)(19,853,942)326,640,01916,331,999

Total CSA16,331,999

&"Times New Roman,Bold"&8&F&"Times New Roman,Bold"&8&A

FISCAL 2017 CENTRALIZED SERVICES ALLOCATIONBASED ON FISCAL 2016 EXPENDITURES

Pivot

FISCAL_YEAR2016

DIV/DEPTFUNDDIV/DEPT NAMEEXPENSESSALES CREDITS EXTERNAL SALES CREDITS Adj Net ExpendituresSEG FEES FINANCIAL AID BUILDING ADDTSAssessment Before Misc Adjs

A01128GENERAL EDUCATIONAL ADMINISTRATION 91,374(18,200)-73,174---73,174

A01136GENERAL EDUCATIONAL ADMINISTRATION 67,831(8,406)5,06264,487---64,487

A0205136VP DIVERSITY AND CLIMATE PGMS 16,916(300)-16,616---16,616

A0206136ACADEMIC ADVISING 59,977(36,955)-23,022---23,022

A0208128VICE CHANCELLOR FINANCE&ADMINISTRATION 2,153,563(2,567,025)-(413,462)---(413,462)

A0208136VICE CHANCELLOR FINANCE&ADMINISTRATION 126,492--126,492---126,492

A0220128OFFICE OF HUMAN RESOURCES 110,622(16,911)-93,711---93,711

A0220136OFFICE OF HUMAN RESOURCES 12,783--12,783---12,783

A0224128VC FOR UNIVERSITY RELATIONS 768,670(193,800)-574,870---574,870

A0224136VC FOR UNIVERSITY RELATIONS 608,451(607,493)3851,343---1,343

A0230128FELLOWS & SCHOLARS 8,965,513--8,965,513-(8,965,513)--

A0230136FELLOWS & SCHOLARS --------

A0242136INSTITUTIONAL MEMBERSHIPS 308--308---308

A0267128OFFICE OF LEGAL AFFAIRS 56,158--56,158---56,158

A0293128AUXILIARY OPERATIONS ANALYSIS (704,658)--(704,658)---(704,658)

A0293136AUXILIARY OPERATIONS ANALYSIS (0)--(0)---(0)

A03128BUSINESS SERVICES 48,582,602(46,550,103)-2,032,4996--2,032,505

A03136BUSINESS SERVICES 4,010,188--4,010,188---4,010,188

A04128DIVISION OF STUDENT LIFE 7,395,557(110,399)-7,285,158(7,214,273)--70,885

A04136DIVISION OF STUDENT LIFE 2,909,619(12,177)(602)2,896,839---2,896,839

A05128ENROLLMENT MANAGEMENT 725,701(65,249)-660,452---660,452

A05136ENROLLMENT MANAGEMENT 4,0391,142(1,142)4,039---4,039

A06128INFORMATION TECHNOLOGY 48,990,628(43,477,719)393,3295,906,237---5,906,237

A07128COLLEGE OF AGRICULTURAL & LIFE SCIENCES--------

A07136COLLEGE OF AGRICULTURAL & LIFE SCIENCES13,731,980(3,771,563)(34,888)9,925,529-(61,862)(17,330)9,846,337

A10128INTERNATIONAL DIVISION 13,207,521(240,386)-12,967,135-(625,780)-12,341,355

A10136INTERNATIONAL DIVISION 2,210,535(88,662)-2,121,873-265,755-2,387,628

A12128SCHOOL OF BUSINESS --------

A12136SCHOOL OF BUSINESS 5,403,634(926,896)6,2694,483,006-(36,555)-4,446,451

A17128SCHOOL OF EDUCATION 1,050,282945-1,051,227(1,073,397)--(22,170)

A17136SCHOOL OF EDUCATION 69,612,076(12,639,994)2,97156,975,053-(19,119)-56,955,933

A18136ARTS INSTITUTE 551,857(103,499)-448,358-(500)-447,858

A19136COLLEGE OF ENGINEERING 8,029,901(3,505,887)7184,524,733-(92,941)-4,431,792

A27136SCHOOL OF HUMAN ECOLOGY 2,046,685(36,619)3,7182,013,784-(2,257)-2,011,526

A34136VC FOR RESEARCH AND GRADUATE EDUCATION 21,166,973(9,133,616)38,59512,071,951-(1,511)-12,070,440

A37136COLLAB FOR ADV TEACH & LEARNING 21,813(3,500)-18,313-543-18,856

A40136GAYLORD NELSON INST ENVIRONMENTAL STUDY45,084(8,514)17236,742---36,742

A42128INTERCOLLEGIATE ATHLETICS 83,132,630(978)-83,131,652-(111,354)-83,020,298

A45136LAW SCHOOL 260,753(40,619)-220,134-(5,424)-214,710

A48128COLLEGE OF LETTERS AND SCIENCE 336,173--336,173---336,173

A48136COLLEGE OF LETTERS AND SCIENCE 14,172,049(7,791,172)37,4776,418,354-(11,914)-6,406,439

A49136GENERAL LIBRARY 1,413,784(451,565)23,134985,353-(11,500)-973,853

A51136CTR FOR HLTH SCI-UNIVERSITY HOSPITALS 552,474--552,474---552,474

A53136SCHOOL OF MEDICINE AND PUBLIC HEALTH 30,834,601(16,777,566)31,82114,088,856-(182,147)(409,268)13,497,441

A54136SCHOOL OF NURSING 92,145(35,578)50057,066---57,066

A55136PSYCHIATRIC INSTITUTE --------

A56136SCHOOL OF PHARMACY 1,356,341(694,803)8,830670,367-(9,139)-661,229

A57128UNIV HEALTH SERVICES 26,013,147(458,854)-25,554,293(12,911,060)-(60,000)12,583,233

A57136UNIV HEALTH SERVICES 4,944--4,944---4,944

A63136OFFICER EDUCATION 21,778(25,750)-(3,972)---(3,972)

A71128FACILITIES PLANNING AND MANAGEMENT 62,877,484(55,231,607)7,6727,653,550--(1,265,149)6,388,401

A71136FACILITIES PLANNING AND MANAGEMENT 751,717--751,717--(539,283)212,434

A77128UNIVERSITY POLICE DEPARTMENT 266,286(264,658)32,61934,247---34,247

A80128RECREATIONAL SPORTS 5,804,889(190,066)-5,614,823(3,721,804)-(1,151,835)741,185

A85128UNIVERSITY HOUSING 81,751,791(46,463)-81,705,328-(3,000)(13,417,542)68,284,786

A87136SCHOOL OF VETERINARY MEDICINE 19,132,667(2,383,123)-16,749,544-(16,931)-16,732,612

A93136DIVISION OF CONTINUING STUDIES 26,372(750)-25,622---25,622

A96128WISCONSIN UNION 37,955,498(456,894)-37,498,605(17,994,321)-(2,109,673)17,394,611

A98128UNIT-WIDE (20,537,246)(2,000,000)-(22,537,246)(1,546,239)--(24,083,485)

A98136UNIT-WIDE 22,858,639(1,490)-22,857,149---22,857,149

A99136STUDENT WORK-STUDY PROGRAM 163,943--163,943---163,943

Grand Total631,273,532(210,973,723)556,640420,856,449(44,461,088)(9,891,149)(18,970,080)347,534,132

Pivot (Exemptions)

FISCAL_YEAR(All)A10-128 Everything exempt exept A104000-1280899

DIV/DEPTDEPTIDPROJECT_GRANTFUNDDIV/DEPT NAMEEXPENSESSALES CREDITS EXTERNAL SALES CREDITS Adj Net ExpendituresSEG FEES FINANCIAL AID BUILDING ADDTSAssessment Before Misc Adjs

A1011,042,303(240,386)-10,801,917-(217,580)-10,584,337

Grand Total11,042,303(240,386)-10,801,917-(217,580)-10,584,337

FISCAL_YEAR(All)A579999 - Exempt SHIP Operation per Darrell (Since Fiscal 2011)


A57A579999 128UNIV HEALTH SERVICES 9,884,461(251,078)-9,633,383---9,633,383

Grand Total9,884,461(251,078)-9,633,383---9,633,383

FISCAL_YEAR(All)WONIX project costs excluded from assessment (PRJ91GX, PRJ91GY, PRJ91GZ, PRJ91HA, PRJ91HB)


A53A530200PRJ91HB136SCHOOL OF MEDICINE AND PUBLIC HEALTH 49,256(211,712)-(162,456)---(162,456)

A53A533484PRJ91GX136SCHOOL OF MEDICINE AND PUBLIC HEALTH -560,021-560,021---560,021

A53PRJ91GY136SCHOOL OF MEDICINE AND PUBLIC HEALTH 103,955--103,955---103,955

A53PRJ91GZ136SCHOOL OF MEDICINE AND PUBLIC HEALTH 70,067--70,067---70,067

A53PRJ91HA136SCHOOL OF MEDICINE AND PUBLIC HEALTH 77,403(103,239)-(25,836)---(25,836)

A53A534800PRJ91GY136SCHOOL OF MEDICINE AND PUBLIC HEALTH 706(124,430)-(123,724)---(123,724)

A53A539300PRJ91GZ136SCHOOL OF MEDICINE AND PUBLIC HEALTH 170,425(120,641)-49,784---49,784

Grand Total471,812(0)-471,812---471,812

FISCAL_YEAR(All)A484925-128 - WSUM Radio (Ancillary Services) - Exempt (100% Student Seg Fee Funded)


A48A484925 128COLLEGE OF LETTERS AND SCIENCE 336,304--336,304---336,304

Grand Total336,304--336,304---336,304

FISCAL_YEAR(All)A171010-2- 136 - Exempt Tandem Press


A17A171010 136SCHOOL OF EDUCATION 1,008,143(2,000)-1,006,143---1,006,143

Grand Total1,008,143(2,000)-1,006,143---1,006,143

FISCAL_YEAR(All)Exempt - Seg Fee funded child care prog


A17A171310 128SCHOOL OF EDUCATION 1,050,282945-1,051,227(1,073,397)--(22,170)

A17A171370 128SCHOOL OF EDUCATION --------

Grand Total1,050,282945-1,051,227(1,073,397)--(22,170)

FISCAL_YEAR(All)International programs exempt - PRJ91CP, 136AR14, PRJ89KN,


A12A122045136AR14136SCHOOL OF BUSINESS 9,613--9,613---9,613

A12A122049PRJ91CP136SCHOOL OF BUSINESS 10,655--10,655---10,655

A12A122080136A151136SCHOOL OF BUSINESS 13,682--13,682---13,682

A12PRJ89KN136SCHOOL OF BUSINESS 27,532--27,532---27,532

Grand Total61,482--61,482---61,482

FISCAL_YEAR(All)International programs exempt - 122016


A12A122016 136SCHOOL OF BUSINESS 275,484(6,681)-268,804---268,804

Grand Total275,484(6,681)-268,804---268,804

FISCAL_YEAR(All)

ACCOUNT2620Fashion Institute Pass-Through Expenses - 273201-136-2620


A27A273201 136SCHOOL OF HUMAN ECOLOGY 193,425--193,425---193,425

Grand Total193,425--193,425---193,425

ReconciliationQRY

FISCAL_YEARFUNDREVENUESALES CREDITSSumOfEXPENSE_YTDEXTERNAL SALES CREDITSFINANCIAL AIDBUILDING ADDITIONSSEG FEES

2016128255,940,580.90151,888,366.14408,994,184.57433,620.009,705,646.8818,004,199.3744,461,088.11

2016136164,791,367.2159,085,356.86222,279,347.03123,020.27185,502.12965,880.53- 0

Total2.00

Raw Data

FISCAL_YEARDIVISIONDIV/DEPTDIV/DEPT NAMEDEPTIDFUNDPROGRAM_CODEPROJECT_GRANTACCOUNTREVENUESALES CREDITSSumOfEXPENSE_YTDEXTERNAL SALES CREDITSFINANCIAL AIDBUILDING ADDITIONSSEG FEES

201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110101361 17710000000

201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110101361 9200-144000000

201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110271281 214000280.40000













201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110271281 SALCR10000000

201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110271281 SPEXP10000000

201601A01GENERAL EDUCATIONAL ADMINISTRATION A011027128R 980021.2000000










201601A01GENERAL EDUCATIONAL ADMINISTRATION A011028128R 9800-39.35000000






201601A01GENERAL EDUCATIONAL ADMINISTRATION A011040128R 920025000000000


















201601A01GENERAL EDUCATIONAL ADMINISTRATION A0110951361 SPEXP10000000






201602A0205VP DIVERSITY AND CLIMATE PGMS A0205101361 267000198.230000


201602A0205VP DIVERSITY AND CLIMATE PGMS A0205101361 90500000000







201602A0205VP DIVERSITY AND CLIMATE PGMS A0205201360 391500-2220.070000












201602A0205VP DIVERSITY AND CLIMATE PGMS A0205501360 391500-15000000


201602A0205VP DIVERSITY AND CLIMATE PGMS A0205501365 90500-30000000

201602A0205VP DIVERSITY AND CLIMATE PGMS A0205501365 SPEXP10000000

201602A0205VP DIVERSITY AND CLIMATE PGMS A020550136R 932119044.84000000


201602A0206ACADEMIC ADVISING A0206101366 1211008629.480000

201602A0206ACADEMIC ADVISING A0206101366 17710041320000





































201602A0206ACADEMIC ADVISING A0206101366 391500-20000000



201602A0206ACADEMIC ADVISING A0206101366 SPEXP10000000

201602A0206ACADEMIC ADVISING A020610136R 90500000000

201602A0206ACADEMIC ADVISING A020610136R 9300210000000







201602A0206ACADEMIC ADVISING A0206151366 FRING10000000

201602A0206ACADEMIC ADVISING A0206151366 SPEXP10000000


201602A0206ACADEMIC ADVISING A0206201366 378000-664.470000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208051361 10540022500000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208051361 19100032.620000
















201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208051361 SPEXP10000000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A020805136R 9942102383.87000000









201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A020815136R 994224108.4000000


























201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208201281 90500-788752.7500000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208201281 FRING10000000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208201281 SALCR10000000

201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208201281 SALPRM0000000


201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A020820128R 9800-246.52000000










201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208211281 90500-6864000000































































201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208221281 CAPEX10000000


201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A0208221281 LTESTU0000000





























201602A0208VICE CHANCELLOR FINANCE&ADMINISTRATION A020870128R 98000000000

201602A0220OFFICE OF HUMAN RESOURCES A022020128R 99420.01000000

201602A0220OFFICE OF HUMAN RESOURCES A0220501281 10510000000







201602A0220OFFICE OF HUMAN RESOURCES A0220501281 2184002494.710000

















201602A0220OFFICE OF HUMAN RESOURCES A0220501281 90500-430000000



201602A0220OFFICE OF HUMAN RESOURCES A0220501281 LTESTU0000000

201602A0220OFFICE OF HUMAN RESOURCES A0220501281 SPEXP10000000

201602A0220OFFICE OF HUMAN RESOURCES A022050128R 932140173000000


























201602A0220OFFICE OF HUMAN RESOURCES A0220541281 90500-8932.8100000


201602A0220OFFICE OF HUMAN RESOURCES A0220541281 LTESTU0000000







201602A0220OFFICE OF HUMAN RESOURCES A0220551281 373000-971.250000

















201602A0224VC FOR UNIVERSITY RELATIONS A0224001281 343000180000

201602A0224VC FOR UNIVERSITY RELATIONS A0224001281 FRING10000000

201602A0224VC FOR UNIVERSITY RELATIONS A0224001281 LTESTU0000000

201602A0224VC FOR UNIVERSITY RELATIONS A0224001281 SPEXP10000000

201602A0224VC FOR UNIVERSITY RELATIONS A022400128R 920040000000000

201602A0224VC FOR UNIVERSITY RELATIONS A022400128R 980078.63000000

201602A0224VC FOR UNIVERSITY RELATIONS A0224201281 1533001880.210000























201602A0224VC FOR UNIVERSITY RELATIONS A0224201281 284000-6350000























201602A0224VC FOR UNIVERSITY RELATIONS A0224201281 SALCR10000000












201602A0224VC FOR UNIVERSITY RELATIONS A0224201361 262000-276.750000



































































201602A0224VC FOR UNIVERSITY RELATIONS A0224401281 SALPRM0000000




201602A0224VC FOR UNIVERSITY RELATIONS A022440128R 9942-3936841.36000000

























201602A0224VC FOR UNIVERSITY RELATIONS A0224631361 90510-385.340385.34000








































201602A0224VC FOR UNIVERSITY RELATIONS A0224801281 SALPRM0000000




201602A0230FELLOWS & SCHOLARS A0230001280 994110000000000

201602A0230FELLOWS & SCHOLARS A0230001289 5711001965165.070-1965165.0700

201602A0230FELLOWS & SCHOLARS A0230001289 FNAID10000000

201602A0230FELLOWS & SCHOLARS A023000128R 98002359.16000000

201602A0230FELLOWS & SCHOLARS A023000128R 99421950000000000

201602A0230FELLOWS & SCHOLARS A0230001369PRJ88SG57110000000


201602A0230FELLOWS & SCHOLARS A023000136RPRJ88SG57110000000

201602A0230FELLOWS & SCHOLARS A023000136RPRJ88SG9130-7000000000




201602A0230FELLOWS & SCHOLARS A0230201289 5711001800347.620-1800347.6200


201602A0230FELLOWS & SCHOLARS A023020128R 9800-1648.59000000


201602A0230FELLOWS & SCHOLARS A0230301289 5711006000000-60000000




201602A0230FELLOWS & SCHOLARS A0230801289 57130046000000-460000000



201602A0242INSTITUTIONAL MEMBERSHIPS A0242001361 373000307.50000

201602A0242INSTITUTIONAL MEMBERSHIPS A024200136R 9942307.5000000

201602A0267OFFICE OF LEGAL AFFAIRS A0267401281 17710026888.50000




201602A0267OFFICE OF LEGAL AFFAIRS A0267401281 2650006500000






201602A0267OFFICE OF LEGAL AFFAIRS A0267401281 FRING10000000

201602A0267OFFICE OF LEGAL AFFAIRS A0267401281 LTESTU0000000

201602A0267OFFICE OF LEGAL AFFAIRS A0267401281 SPEXP10000000

201602A0267OFFICE OF LEGAL AFFAIRS A026740128R 9800205.36000000

201602A0267OFFICE OF LEGAL AFFAIRS A026740128R 994225000000000


201602A0267OFFICE OF LEGAL AFFAIRS A0267801281 SPEXP10000000



201602A0293AUXILIARY OPERATIONS ANALYSIS A0293001281 343000-0.670000

201602A0293AUXILIARY OPERATIONS ANALYSIS A0293001281 90500000000

201602A0293AUXILIARY O

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