On June 28, President Thompson approved a technical revision to SYS 336, Sales & Use Tax.

On June 29, President Thompson approved the rescission of SYS 362, University Administrative Support of Primary Fundraising Foundations and Other Affiliated Organizations.

On June 29, President Thompson also approved a technical revision to SYS 805, Tuition and Fees Policies for Credit Instruction.

For more detail on all of the above policies, see the summaries below.


SYS 336, Sales & Use Tax

These policy revisions are effective upon approval.

Summary of Policy and Policy Revisions

  • This policy outlines the application of sales and use tax within the University of Wisconsin (UW) System, including UW System purchases and sales of goods and services.
    • The technical amendment removes the UW System Certificate of Exempt Status (CES) number from the policy. The CES number was recently updated by the State of Wisconsin, and the number is being removed from the policy to limit public access to the information.

Affected Areas on Campuses

  • This policy impacts offices involved in purchasing and in providing taxable goods and services.

Campus Implementation

  • The technical revision to this policy is not anticipated to require additional campus resources.

Additional Communication

  • No additional communication is planned at this time.

RESCISSION- SYS 362, University Administrative Support of Primary Fundraising Foundations and Other Affiliated Organizations

The rescission of this policy is upon approval.

Background Summary of Policy

  • SYS 362, University Administrative Support of Primary Fundraising Foundations and Other Affiliated Organizationsestablished standards that help ensure relationships between System, UW institutions and Primary Fundraising Foundations and Other Affiliated Organizations, including primary and real estate foundations, are productive, efficient, and beneficial to the UW System or a UW institution.
  • It outlined the requirements for entering into a memorandum of understanding with Primary Fundraising Foundations and written agreements with Other Affiliated Organizations, as well as reporting requirements of administrative support.

Rationale for Rescission


SYS 805, Tuition and Fee Policies for Credit Instruction

These policy revisions are effective upon approval.

Summary of Policy and Policy Revisions

  • This policy outlines statutory, Board of Regents, and administrative policy provisions with respect to the payment and refund of fees and a variety of specialized fee assessment issues. The proposed revisions reflect the rescission of Regent Policy Document 4-15, Excess Credit Policy.
    • Retitled Section 6.4.A to “Excess Credit Surcharge (UW-Madison).”
    • In Section 6.A.4, clarified that the excess credit surcharge for students who have accumulated 165 credits (or 30 credits more than required by their degree programs, whichever is greater) applies only to UW-Madison resident undergraduate students.
    • In Section 6.A.4, removed the statement “Implementation rules for this policy are contained in the final report of the Excess Credits Policy Implementation Group.”
    • In Section 6.C.1, changed the last sentence of the first paragraph from “no later than the first Friday following the third regularly scheduled paycheck of the semester” to “no later than the first Friday in April for spring terms or the first Friday in December for fall terms.”

Affected Areas on Campuses

  • This policy applies to the assessment of tuition and fees at all UW System institutions.

Campus Implementation

  • Campuses must adhere to the provisions of this policy.

Additional Communication

  • No additional communication is planned at this time.