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CHM Purchasing - Business Purpose Guide

How to write a business purpose

What is a business purpose?

The business purpose, which is defined as one that supports or advances the goals, objectives and mission of the University, adequately describes the expense as a necessary, reasonable, and appropriate business expense for the University.

Whhyyy do I have to do this?

  • To protect you from getting stuck with undue expenses or penalties.
  • To help CHM keep our credit card and remain compliant with UW rules*, grant terms, and IRB protocols.
  • *WHY ALL THE UW RULES? This guy. tldr: UW-Housing had a significant embezzlement case, which caused campus to scrutinize and make changes to purchasing processes.
  • Also, it's just good practice: thinking through the purchase proactively helps us to be mindful of our spending.

Pro tips:

Length

For most purchases, a sentence or two should be fine if you include the right info. (consider the “who, what, where, when and why”)

If you are purchasing outside of ShopUW+/UW vendors, you might need to include more to demonstrate why items available were not adequate.

What to include

Be specific!

  1. Name the specific project(s)/study(ies).
  2. Describe the specific objective/task this item is needed for.
  3. Explain why this specific item is essential to this objective/task.
  • Consider these questions....
    • What am I trying to accomplish, and why is this item needed for this goal/function?
    • How would I explain this to someone who has no idea what I/we do?
    • How would this look to an auditor or the general public?

Additional questions? Email chm_purchasing@chm.wisc.edu



Keywordspurchasing request form, purchase, business purpose   Doc ID142728
OwnerSarah K.GroupCenter for Healthy Minds
Created2024-10-01 10:22:59Updated2024-10-01 10:37:39
SitesCenter for Healthy Minds
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