FPM Professional Development and Travel Request Form

FP&M supports ongoing learning and development to help our organization and our people succeed. This request process for professional development related classes, conferences, memberships, subscriptions, licenses, certifications, exams and any related travel are reviewed by department leadership using the following framework:

Skill development based on operational and safety needs
Equitable access to development opportunities – free and for fee
Budget goals and policy requirements

FREE classes/mtgs do not require a Professional Development Request form if there is no travel but employees should coordinate time away with supervisor.

Correctly completed forms must be submitted 2 WEEKS PRIOR to the event date to allow time for processing. Supervisors and employees CAN NOT pay for any of these expenses using their P-card or direct payments on their own. Payments must be processed by FP&M HR/Training.

Before submitting the form, discuss the request with your supervisor and gather the following information. Reach out to FPM Training, your department training specialist, or a travel coordinator if you need help with documentation or funding information.

A detailed justification of how the request supports department goals and your development as it aligns with the FP&M Criteria for Success
Your department funding. Use this FPM Funding Job Aid or reach out to your supervisor or dept admin to confirm the correct coding - especially if your dept has split funding allocation.
An estimate of costs for registration and travel if required
Website links and electronic attachments that provide a description of the event, costs, and travel details if needed
Any membership or login information needed for FP&M Training to process registration and payment

Approval routing is based on cost / travel / policy requirements.

Under $1000 with or without travel = Supervisor through Extended Leadership Team member
Over $1000 without travel = Supervisor through Core Leader
Over $1000 with travel = Supervisor through Core Leader + Deputy AVC Margaret Tennessen
Any Membership, Certification, License, or Exam = Supervisor through Core Leader + Training Manager; Alicia Meyer

If you have any questions, please reach out to Alex Zewde at 608-265-1366 or FP&M Training email training@fpm.wisc.edu

Is this an individual or group request?*

Select

Number of people attending: *

Name of Designee completing request

If group request, attach Group Request form below with all participants

Designee Email

Participant First Name*

Participant Last Name*

Participant Job Title*

Participant Email*

use your wisc.edu email address

Participant Phone Number*

Request type*

Select COURSE if it is a class/certification that has completion certificate but no designation. Select LICENSE, CERTIFICATION, CREDENTIAL or EXAM only if the outcome is a designation that is regulated by a government or certifying agency and requires renewal.

CONFERENCE (2840 - in state or virtual, 2841 - out of state)

COURSE (2184)

MEMBERSHIP (3730) - membership costs for professional organization

SUBSCRIPTION (3720) - costs for software, service, or magazine subscriptions

LICENSE, CERTIFICATION, CREDENTIAL or EXAM (2184) - requires additional leadership approvals

MEETING or UNIVERSITY BUSINESS that requires travel or per-diem reimbursements

Justification for how request supports your development and department goals.*

SAMPLE LANGUAGE - customize as needed: This [conference, course, subscription, or meeting] will help me build skills and/or make connections in the area of XX [Criteria for Success or other area] that will support [my development, the goals of the department, a particular program]. I will [demonstrate/share] my learning by [reviewing with my supervisor or team / using in my daily/project work].

Justification for how request supports your development and department goals.*

SAMPLE LANGUAGE - customize as needed. Give a brief description of license or certification. This [XX certification/license] was not a requirement for the position upon hire and is now necessary in order to do [XX] for the [XX] department. By having this [XX certification/license], we will reduce the cost to perform [XX] because we will not have to [hire outside contractors, other justification]. This [certification, license, or credential] will help me build skills in the area of XX [Criteria for Success or other area] that will support [my development, the goals of the department, a particular program]. I will [demonstrate/share] my learning by [reviewing with my supervisor or team / using in my daily/project work].

Justification for how request supports your development and department goals.*

SAMPLE LANGUAGE - customize as needed. Give a brief description of organization. Membership in [XX] is important to the overall effectiveness of [XX] department operations/my specific job duties due to the access to research, publications and professional resources as well as [reduction in fees for virtual and in-person training/other]. For [association], there is not an option for an institutional membership and access to [training/reports/tools] requires individual membership. This [membership] will help me build skills in the area of XX [Criteria for Success or other area] that will support [my development, the goals of the department, a particular program]. I will [demonstrate/share] my learning by [reviewing with my supervisor or team / using in my daily/project work].

License/Certification Policy Acknowledgement*

UW-Madison Non-Payable/Non-Reimbursable Expenses Policy and updated Revision to Payment of Licenses dated 2/14/2017 establishes strict parameters for payment of certifications, licenses or credentials. Below is a summary of the policy – use the links to read the full policy.

Unless there is clear authority in an applicable collective bargaining agreement, university payment of professional license fees is prohibited regardless of the source of funds. The salary established for employees is intended to attract and retain staff based on the education, experience, and special training required to perform the work. For some staff this includes the requirement that they have a professional license to hold a particular position. The payment of license fees to maintain professional credentials is the responsibility of the employee. An exception to this rule may be granted in rare circumstances when a current employee is asked to obtain a license or certification for the convenience of the university.

By checking the box below, I acknowledge that I understand the policy related to licenses and certifications.

Membership Policy Acknowledgement*

UW System Memberships Policy establishes parameters for payment of memberships. Below is a summary of the policy – use the link to read the full policy.

When an annual or multi-year membership to a professional association, society or organization is paid or reimbursed through university business processes, the membership must be deemed necessary to the effective performance of University of Wisconsin System operations. UW Institutions are generally prohibited from purchasing a membership if the primary beneficiary of the expenditure is the individual unless expressly permitted by this policy.

By checking the box below, I acknowledge that understand the policy related to memberships.

Is this a new or renewal membership or license?*

Select or enter value

If renewal,

enter membership or license number and login information

If renewal, add due date

Please enter the date your current membership expires

Is this a new or renewal subscription?*

Select or enter value

If a renewal, enter subscription # and login info

Event Title:*

If did not find in the previous dropdown, please specify:

Organization / Vendor*

Please type out the name without abbreviations

Organization / Vendor web link:

Username

Include username if necessary for registration. Leave blank if you would prefer to share in person or phone call.

Password

Include password if necessary for registration. Leave blank if you would prefer to share in person or phone call.

Is this event virtual or in person?*

Select

Location of event (address, city, state)*

Additional Info

Add any additional information that will help us process the request.

Event Start Date - if applicable

Event End Date - if applicable

Is Travel Required?*

Select

Travel & Reimbursement Acknowledgement*

By checking the box below, I acknowledge that I have reviewed the Travel & Reimbursement site and will coordinate all travel through an FP&M Travel Coordinator AFTER all approvals have been received and I receive a confirmation email from FPM Training.

Molly Lenz molly.lenz@wisc.edu: Facilities Planning & Delivery, Sustainability, Office of the Associate Vice Chancellor

Nicole Frick nicole.frick@wisc.edu: Physical Plant

Pat Fargen pat.fargen@wisc.edu: Environmental Health & Safety

Anne Bogan anne.bogan@wisc.edu: Transportation Services

Preferred Travel To Date*

University travel requirements limit how far in advance before or after an event travel is allowed. Work with your travel coordinator to ensure travel dates comply. If travel days are the same as the event, enter the same dates.

Preferred Return Date*

Type of Transportation

Select or enter value

UW Driver Authorization*

By requesting travel approval, I attest to the fact that I have completed the Driver Authorization process prior to travel. I understand that if I do not complete this process and received approval prior to travel that I will not be reimbursed for any travel related driving expenses.

To complete the Driver Authorization please follow this LINK

Funding for Request*

This request will be funded by my department (enter funding information)

Funding will be provided by the Conference/Course/Meeting Organizer (enter funding information for other potential reimbursable costs)

Department ID*

If you are not sure of your Department ID or Funding Source, use this FP&M Funding Job Aid or ask your supervisor or department admin before submitting the form.

Line 3 on the Job Aid: This is a six-digit number that identifies the organization the transaction is charged to. The first 2 numbers represent the Division (FPM = 71), and the last 4 numbers represent your sub-department.

Fund Allocation*

Each sub-department is funded by one or two codes that categorize the State Appropriation for the transaction. Your department may use one code or have split funding.

Line 6 & 7 on the Job Aid: Enter the Program Code and % for your sub-department.

For example:

128 = 0

101 = 100%

Other= 0

Program Code*

This is a one-digit number or letter that identifies the activity type of the transaction. FPM is usually 7 or 8.

Line 10 on the Job Aid:

Project Code

Some sub-departments or individuals are funded by Project Funds. Check with your supervisor to determine if this request should be funding by Project Funds.

This is a 7-character alphanumeric code. Enter NA if you are not funded by a Project.

What is the ESTIMATED total cost?*

If estimate is more than $100 off more per person, a new form will need to be submitted. If completing the form for a Group, choose the estimated total cost for all participants.

Select

ESTIMATED Total Registration Cost:*

Transportation Cost Estimate:*

Enter estimated costs and attach a PDF of the preferred travel itinerary for airfare or mileage if driving below. Enter 0 if no cost.

Mileage

If traveling by car, include roundtrip mileage here and attach a screenshot of mileage estimate.

If the roundtrip mileage is over 1000 miles, a Cost Comparison estimate must be filled out and attached.

Lodging Cost Estimate:*

Enter estimated costs and attach a PDF of preferred hotel with cost for the total number of days below. Enter 0 if no cost.

Meals Cost Estimate:*

Enter estimated costs and attach a PDF of the agenda that reflects which meals are included below. Enter 0 if no cost.

Misc Cost Estimate:*

Include any miscellaneous costs not described above and add an explanation below. Examples could be materials or books related to a course or conference. Attach any supporting documentation below. Enter 0 if no cost.

REQUIRED ATTACHMENTS*

Event agenda / description
IF TRAVELING all travel must be booked through an FP&M Travel Coordinator
airfare estimate
car rental estimate
mileage estimate if using personal or university car
meals estimate
IF REGISTERING FOR A GROUP use the FP&M Group Request form found on Inside FP&M Training page. Each individual needs to sign the form if travel is required to acknowledge travel requirements.

Multiple attachments are allowed, please upload all relevant documents.

Drag and drop files here or

CRITERIA FOR SUCCESS*

Please check one of the Criteria for Success elements that this professional development opportunity supports.

LEARN & GROW: Stay current with trends in field, apply learning to work. Develop self-awareness, learn about unconscious bias and diverse perspectives.

ENGAGE & SERVE: Foster a welcoming environment. Build collaborate relationships through active listening, feedback, and conflict management. Treat all internal and external customers with respect. Manage challenging situations. Assist co-workers.

WORK & COMMUNICATE EFFECTIVELY: Perform work according to professional standards. Demonstrate effective written and verbal communication skills. Accept responsibility and follow through. Demonstrate ethical behavior.

CONTINUOUSLY IMPROVE: Take initiative to improve work output and processes using data-driven decision making. Adapt to shifting priorities and changes in work processes.

BE SAFE & BE WELL: Learn about and follow safety guidelines and procedures. Learn about resources and practice habits to support well-being. Take action if unsafe conditions or safety hazards arise.

BE SUSTAINABLE: Learn about efficient and effective utilization of resources. Follow processes and data security controls to safeguard assets.

ACT AS A LEADER: Engage with strategy. Model self-awareness to create inclusion. Build trust, listen, and value differences. Support employee development. Support employee well-being. Address conflict constructively. Coach for success.

GUIDE THE WORK: Reach clearly defined decisions in a timely manner. Manage services through workforce planning, performance management, and delegation. Develop metrics to improve services. Manage budgets, processes, and controls to safeguard assets.

FP&M Department*

Select or enter value

Office of Sustainability Sub-Departments*

Select or enter value

Office of Sustainability*

Select your supervisor

Select or enter value

Lakeshore Nature Preserve*

Select your supervisor

Select or enter value

Capital Project Delivery Sub-Departments*

Select or enter value

Capital Project Delivery*

Select your supervisor

Select or enter value

Capital Budget*

Select your supervisor

Select or enter value

Quality Assurance / Quality Control Supervisors*

Select your supervisor

Select or enter value

Campus Planning & Design Sub-Departments*

Select or enter value

Campus Planning & Design*

Select your supervisor

Select or enter value

Campus Planning & Landscape Architecture*

Select your supervisor

Select or enter value

Space Management*

Select your supervisor

Select or enter value

Real Estate Development & Administration*

Select your supervisor

Select or enter value

Environment Health and Safety Sub-Departments*

Select or enter value

Admin*

Select your supervisor

Select

Biological Safety*

Select your supervisor

Select

BSC Certification Program*

Select your supervisor

Select or enter value

Chemical Safety*

Select your supervisor

Select

Fire & Life Safety*

Select your supervisor

Select

Engineer & Tech Services*

Select your supervisor

Select or enter value

General & Building Safety*

Select your supervisor

Select or enter value

Occupational Health*

Select your supervisor

Select or enter value

Occupational Medicine*

Select your supervisor

Select or enter value

Radiation Safety*

Select your supervisor

Select or enter value

Select Agent Program*

Select your supervisor

Select or enter value

Office of Associate Vice Chancellor Sub Department*

Select or enter value

Associate Vice Chancellor Office*

Select your supervisor

Select or enter value

Budget & Financial Reporting*

Select your supervisor

Select or enter value

Business Operations & Purchasing*

Select your supervisor

Select or enter value

Marketing & Communications*

Select your supervisor

Select or enter value

Human Resources*

Select your supervisor

Select or enter value

Physical Plant Sub Departments*

Select or enter value

Administration*

Select your supervisor

Select or enter value

Architects & Engineers*

Select your supervisor

Select or enter value

Operations & Maintenance Sub-Departments*

Select or enter value

Digital Control Shop*

Select your supervisor

Select or enter value

Plumbing Shop*

Select your supervisor

Select or enter value

O&M Project Delivery

Select or enter value

Finishing Shop*

Select your supervisor

Select or enter value

Lock Shop*

Select your supervisor

Select or enter value

Electric Shop*

Select your supervisor

Select or enter value

Maintenance Mechanic Shop*

Select your supervisor

Select or enter value

Machine Shop*

Select your supervisor

Select or enter value

Sheet Metal*

Select your supervisor

Select or enter value

Steamfitting Shop*

Select your supervisor

Select or enter value

Heat & Frost Supervisor*

Select or enter value

Customer Service Supervisors*

Select your supervisor

Select or enter value

Utility and Energy Management*

Select your supervisor

Select or enter value

Services Sub-Departments*

Select or enter value

Campus Services*

Select your supervisor

Select or enter value

Custodial Services*

Select your supervisor

Select or enter value

Grounds*

Select your supervisor

Select or enter value

Pest Control*

Select your supervisor

Select or enter value

Waste and Recycling*

Select your supervisor

Select or enter value

Facilities Management*

Select your supervisor

Select or enter value

Transportation Sub Department*

Select or enter value

Director Office*

Select your supervisor

Select or enter value

Appeals*

Select your supervisor

Select or enter value

Bike Program*

Select your supervisor

Select or enter value

Business Services*

Select your supervisor

Select or enter value

Commuter Solutions*

Select your supervisor

Select or enter value

Construction and Maintenance*

Select your supervisor

Select or enter value

Transportation Customer Services*

Select your supervisor

Select or enter value

Field Services*

Select your supervisor

Select or enter value

Fleet*

Select your supervisor

Select or enter value

Garage*

Select your supervisor

Select or enter value

Information Technology*

Select your supervisor

Select or enter value

Marketing*

Select your supervisor

Select or enter value

Parking Structures*

Select your supervisor

Select or enter value

Safe Programs*

Select your supervisor

Select or enter value

Special Events*

Select your supervisor

Select or enter value

Employee Signature*

By typing my name in this form, I agree that I am aware of and will follow all applicable UW policies and procedures related to training, memberships, certifications, and/or travel.

Thank you for completing this form. It will now automatically be routed to appropriate approvers. Allow 2 weeks after all approvals have been received to complete payment & processing. You will receive a confirmation email from FPM Training after you have been registered. Once you receive that email you can proceed with booking travel.*

Send me a copy of my responses

Privacy Notice|Report Abuse