Financial Services
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:
| Item | Details and Contact Information |
|---|---|
| Air Fare, Rail, Bus Fares, Taxi, Limos, etc. | Travel card should be used for travel expense. |
| Alarm/Security Systems | When 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 products | Drugs are allowable when purchased by appropriate department (i.e. Student Health Centers when all procurement policies and procedures are followed). |
| Ammunition or firearms | Allowable when purchased by appropriate department (i.e. Police and Security) and purchased on the mandatory Statewide Contract for Ammunition. |
| Audio Visual Equipement | Needs to be approved by Information Technology before purchases. Please contact the Help Desk (x3020). |
| Buses | For Chartered buses such as Kobussen, Lamers, etc. you must contact Jesse Crain (x0317). |
| Business Cards | Can be purchased through Document Services. Visit their website to fill out an order form. |
| Capital equipment (>$5000) or component parts | Contact Purchasing (x0317) for further clarification. |
| Cash Advances (ATM machines) | Strictly Prohibited |
| Central Store items | Includes paper, batteries, bandaids, janitorial supplies, etc. |
| Computer Hardware/Software | Purchases must be coordinated through the Information Technology (x3020) |
| Consulting Services | Contact Purchasing (x0317) for further clarification. |
| Construction and Renovation Items | When 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 Contributions | Including 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 | Contact Purchasing (x0317) for further clarification. |
| Flowers/Gifts/Awards | Some accounts may allow for purchase of these items. Contact Purchasing (x0317) for further clarification or access to the UW System Policy Papers regarding these types of purchases. |
| Food/Beverages | These purchases must be made with "Meal or Beverage Requisitions" and submitted to Michelle Highley in Dempsey 236. |
| Furniture | When 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/Fuel | All 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 cards | Strictly Prohibited |
| Greeting cards for personal use | This includes birthdays, get well, special occasions, etc. |
| Hazardous or radioactive materials and chemicals | This includes purchase or removal of such items. Contact Purchasing (x0317) for further clarification. |
| Hospitality/Entertainment | Contact Purchasing (x0317) for further clarification. |
| Ineligible Vendors | The use of an ineligible vendor is not allowed. To see the full lists please visit the Wisconsin Office of Contract Compliance Ineligible Vendor Directory and the Certification for Collection of Sales and Use Tax Ineligible Vendor Directory. |
| Insurance | Not allowed, all insurance must be processed through Risk Management. Contact Purchasing (x0317) for further clarification. |
| Lease/Rentals | For more vehicle rental information contact Michelle Highley (x0837). For any building leases/rentals contact JoAnn Rife (x2438). |
| Lodging | The Corporate Visa Card should be used for these transactions. Then process a Travel Expense Report (TER) for reimbursement. |
| Meals and other miscellaneous travel expenses | Meals taken during travel should be purchased using the Corporate Visa Card and then processed using E-reimbursement. |
| Moving expenses | Contact Purchasing (x0317) for further clarification. |
| Memberships/Dues-First Issuance. | Must be processed using a Direct Pay Request (DPR). Submit to Senny Xiong (x1309). Please refer to the Membership Policy and Procedures |
| Motor Vehicles | Strictly Prohibited. |
| Name badges and signage | All official name badge and signage at UW Oshkosh is ordered through Planning and Construction in Facilities Management. |
| Paper | This 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 Permits | Parking permits during travel should be purchased using the Corporate Visa Card then processed using a Travel Expense Report (TER) for reimbursement. |
| Party Supplies | Any items purchased for office parties or celebrations, including plates, cutlery, napkins, decorations, etc. |
| Payments to individuals, employees or students for any reason | These payments should be processed using a Payment to Individual form and submitted to Michelle Highley in Accounts Payable. |
| Personal Items | This 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 Cards | Strictly Prohibited |
| Printing | All purchases of letterheads, envelopes, brochures, flyers, posters, duplicating, forms, etc. must be processed through Document Services. |
| Radioactive Materials | Contact Purchasing (x0317) for further clarification. |
| Registration Fees pertaining to social/fundraising events | These purchases are considered personal expenses and must be paid with personal funds. |
| Retirement gifts (plaques, etc.) | Should be done as a personal purchase. |
| Serial Purchasing | Serial 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. |
| Travel | Contact Michelle Highley (x0837) or see the UW System Policy Paper #36 |
| Work Center Purchases | Contact Purchasing (x0317) for further clarification. |