Fiscal Resources
Welcome to UW Epi’s Fiscal Resources page.
Below there is information and FAQs below to help you navigate our procurement processes.
Don’t know where to start?
Please see the resources and links below.
Questions?
Please start with the forms below to submit questions. If you need to follow up or reach out for any other reason, see the contact info below.
Ready to submit a request?
Purchasing or reimbursement requests can be submitted via the forms below. We will start working on your request as soon as possible and will get back to you via email if necessary.
Quick Links
Intro to Epi Worktags Training – 6/29/23
Additional Resources
FAQs for Epi Faculty/Staff (April 2023)
Please direct any UWFT questions to DJ Miller or Matthew Hawkins.
For new questions, please use the forms below.
If you’d like to follow up on a form submission or want to reach out directly for any other reason, feel free to use the emails below or chat on Teams.
Matt Anderson
matta@uw.edu
Matthew Hawkins
matthawk@uw.edu
Purchasing – UNDER CONSTRUCTION
Please complete the Epidemiology Purchasing Authorization and Reimbursement Request form.
Email the completed form making your description as complete as possible, along with valid receipts to Matt Anderson (matta@uw.edu) or via campus mail to Matt Anderson, Box 351619.
Review UW Purchase Policies and Guidelines
Appropriate receipts and other supporting documentation demonstrating that the item was paid for are required. If you are requesting reimbursement for food and catering purchases, provide a list of participants and an itemized receipt.
If you need assistance with your purchase reimbursement, please contact Matt Anderson (matta@uw.edu) or call 206-616-1767.
You may purchase meals and light refreshments for employees, students, and official guests under certain UW criteria to include:
- the source of funds,
- type of budget,
- purpose of the event, and
- a list of the attendees.
Prior to purchase, review the UW Food Policy. This guidance is in place to ensure that all food charges are allowable and appropriate for the funding source. An advance approval form 1798 (prior to the date when food will be served) is required. For recurring events, the form only needs to be completed once prior to the initial event and copied for future events.
*Grant, contract, or other sponsored project funds may not be used if the sponsor regulations or specific agreement guidelines prohibit the purchase of food for the purposes covered by this policy.
If you have questions about UW’s Food Policy, please contact Matt Anderson (matta@uw.edu) or call 206-616-1767.
Travel – UNDER CONSTRUCTION
The goal of this guide is to assist department travelers through the travel process while adhering to the travel policies set forth by UW and Epi. It is the traveler’s responsibility to fully understand the rules and regulations prior to making travel arrangements in order to be reimbursed. If personal travel is being used during business travel, the traveler is required to include a comparison itinerary reflecting business travel only.
For more information, please review UW Travel Policies and Guidelines. If you have questions, please contact epitrav@uw.edu or call Matt Anderson at 206-616-1767.
Prior to traveling, submit the Prior Approval Travel Request Form, which is now required on any out-of-state travel being charged on any UW budget, except on grants or contracts.
For travel procedures on grants or contracts, see Post Award Fiscal Compliance Requirements
Airfare
Travel can be booked however you deem fit, through a travel agency, directly with an airline, or an online agency of your choice. Effective June 7, 2012, Airfare no longer must be purchased through a contract travel agency or directly with the airline. However, a contract travel agency/internet provider is available for use as a convenience.
Benefits of State Contract Airfares
- Refundable and no advance purchase, minimum stay or penalties; Learn more
- List of Alaska contract airfares (effective July 1, 2019 – June 30, 2025)
Trains
You can be reimbursed for the actual cost of your train ticket.
Car Rental
Check UW’s travel website for details. Your name must appear as the primary driver on the Rental Car Agreement without exceptions.
Drive Your Own Car
Check UW’s travel website for the current mileage rate.
Paying for Your Trip
Per Diem Advance
You may receive travel money before your trip. The amount of the per diem advance is based on federal meal and lodging rates. Contact epitrav@uw.edu or call Matt Anderson at 206-616-1767 for details. This option is only available to travelers who will be employed after the date they return from traveling.
Department Pays Before You Travel
Epi can pay your airfare, conference registration, and other expenses before your trip. Contact epitrav@uw.edu or call Matt Anderson at 206-616-1767 for details.
UW Travel Card
Department faculty are eligible for a personal UW Travel Card. See the UW travel website for more information.
Upon Your Return
We recommend that you submit reimbursement requests within two weeks following your return from travel status. This ensures that the information we need is fresh in your mind, that receipts and other documentation do not get misplaced, and that funding designated for this trip will not expire. After returning from your travel, submit the following for reimbursement of your expenses:
- A completed Travel Reimbursement Request form
- Airfare: include complete itinerary with origin and destination, departure and arrival times, and flight numbers
- Lodging: include detailed hotel receipt, bill, or folio
- Meals: Reimbursements are made based on meal per diem.
- All receipts including payment information
- Program agenda, such as a conference program book, if applicable
- Include a specific address or place name for all other origins and destinations
- Use Google Maps or other mapping service results for mileage reimbursement requests, if applicable
- Mileage from residence is allowed when traveling to work destinations other than official duty station on a non-schedule work day or residence is the shortest drive. Round trip mileage reimbursement to/from duty station and to/from airport is allowable when a third party drives.
- If applicable, include exact times personal time began and ended, and the location (e.g., 1/18 at 10 a.m. to 1/20 at 3 p.m. in Washington, D.C.).
- International travel: attach currency conversions for all receipts using Oanda
Please mail the completed form, receipts and other documentation to Matt Anderson, Box 351619. You may also email epitrav@uw.edu the completed form, digital receipts, and documentation.