A field advance is a loan from the University of Washington (UW) general funds made to a UW department, under the supervision of a UW employee (custodian) to provide a temporary source of funds for conducting official UW business. All field advances issued are subject to federal, state and university purchasing rules and guidelines.
- Field advances are issued up to $10,000.00 after all Procurement methods to pay have been exhausted, see the Purchasing Hierarchy below. Field advance requests above $10,000.00 are subject to an additional review.
- Field advances are issued via a UW debit card. Funds needing to be deposited directly to a bank account via ACH or wire are subject to additional review.
- The turnaround time for a field advance request is between 7-10 business days. If the custodian requesting the funds does not have a UW debit card, then allow up to an additional 10 business days.
- Funding cutoff time is 12:00 pm PST each working day.
Preferred Purchasing Methods
Preferred Travel Purchasing Methods
Purchase Reimbursement Methods
Alternative Purchasing Methods
- Conducting research or training in a remote areas where payment methods like check and credit card are not accepted
- Per diem advances for UW students and other individuals not on the UW payroll
- Research subject payments when the subjects need to be paid in cash
Unauthorized Uses of a Field Advance
The following are not authorized uses of a field advance:
- Travel expenses for UW individual employees
- Domestic purchases for goods and services
- Personal travel insurance
- Reimbursements to UW employees
- Alcohol purchases, with meals or alone, unless charged to a discretionary (64-XXXX) budget. IMPORTANT NOTE: The UW’s policy regarding alcohol in international student programs is that no university funds, including discretionary budgets, can be used to purchase alcohol for student activities.
- Payments to UW employees for services rendered anywhere in the world (including honoraria, stipends, awards, scholarships, etc.)
- Payments to U.S. citizens for services rendered anywhere in the world (including honoraria, stipends, awards, scholarships, etc.)
- Payments to nonresident aliens (NRAs) for services rendered within the United States (including research subject payments, honoraria, stipends, awards, scholarships, etc.)
- Items not directly related to a project's purpose (e.g. items for personal gain or benefit and related items for non-research consumption)
- The custodian applying must be a UW employee for the entire duration of the field advance (HR records must be up to date)
- All other Procurement payable options have been exhausted
- The custodian does not have any past due field advances
The custodian is accountable for all aspects of maintaining the advance, including its safekeeping, appropriate usage and timely reconciliation. All field advance expenditures are subject to UW Procurement policies and procedures. Responsibilities include:
- Request a per diem debit card, if a UW bank account is not available for funding
- Cash on-hand must remain below $500.00 if a safe or vault is not in place in the campus department
- Reconciles the expenditures by the due date of the field advance
- All expenditures generated with field advance funds require that all associated taxes are paid at the time of purchase
- When using a UW debit per diem card all purchases should be swiped at the point of sale, and not paid in cash, whenever possible
- Any invoices that exceed $10,000.00 require a Purchase Order, no exceptions
- Any field advance funds that are used to pay research subjects are required to complete 1099 reporting at year end
- Any field advance funds that are used to pay per diem of any kind to foreign nationals to be spent in the United States requires additional documentation. Please email email@example.com for approval.
Maximum 6 Months + 1 Month to Reconcile = 7 Months
Prior to accessing the Field Advance Dashboard, consider the following…
Due to increased security controls, ALL Users prior to accessing the Field Advance Dashboard must either be:
1. On campus, using UW Wifi
2. Using a UW registered computer, using a UW internet connection
3. Remotely connected to a UW registered computer
4. OR Accessing the site via Husky OnNet (a secure VPN)
Information regarding connecting via Husky OnNet is available here: https://itconnect.uw.edu/connect/uw-networks/about-husky-onnet/
Any questions in terms of Husky OnNet should be directed to the customer service team at UW IT (firstname.lastname@example.org)
Note: Only those with a net id will be able to access the website.
- To access step-by-step instructions for requesting a field advance online, click here.
- To access step-by-step instructions for spending down a field advance here.
- For step-by-step instructions on approving or declining a field advance request or spend down, click here.
To view an eLearning that covers a field advance overview, how to make a field advance request and how to do a field advance spend down, click here.
Global Services within Procurement Services