Business Entertainment Policy.
This policy governs the appropriate use of University funds by employees for meals, refreshments, or other entertainment. The policy applies regardless whether the funds are expended on or off campus and regardless of funding source or method of payment. It shall be used in conjunction with the University travel policy.
Alcoholic beverages include beer, wine, and any other distilled spirits.
Refers to expense which is permitted under this policy.
The individual responsible for approving expense reports; it may also refer to the Vice President of Finance and Administration or President as those who may approve exceptions as described in this policy.
Business meeting expenditures are expenditures for meals or light refreshments incurred in connection with meetings of employees to conduct official University business. At least one University employee or other individual representing the University must be present at any business meeting that includes non-University persons.
Cabinet members are those designated as serving as a member of the President’s cabinet.
For the purposes of this policy, entertainment refers to any food, beverage or social/recreational activity expended by employees to conduct official business.
A Guest is a person who renders a service to the University or to whom the University
wishes to extend goodwill and who is present at a University business meeting,
entertainment event, or other activity at the invitation of a University official authorized to
host the activity. A guest may not be another University employee.
Light refreshments include coffee and other beverages, snacks, hors d’oeuvres,
pastries, cookies, crackers, chips, fruit, etc.
A Meal is a catered or restaurant-provided breakfast, lunch, or dinner at which
employees, students, or other individuals are present for the purpose of conducting
substantial and bona fide University business. Groceries and beverages purchased for
an event shall also be considered as meal(s).
Per diem is the designated amounts per meal as indicated in the University’s travel policy.
Activities, meals, light refreshments provided to students for University sanctioned events, etc.
Payment to an employee who has incurred personal expense for approved expenditures.
Expenses that are not permitted as described in this policy.
Any source of funding managed by the University. For the purposes of this policy, there shall be no distinction between restricted funds, endowment funds, or operating funds.
The University will pay or reimburse expenses for light meals and refreshments for business meetings involving University employees under the following conditions:
A reasonable presentation of meals and light refreshments are allowable for certain visitors and guests under the following conditions:
Refreshments such as coffee and water for public reception areas are allowable in cases where non-university guests are frequent and primary usage is for non-university individuals such as Enrollment, Alumni, Finance & Administration, and the President’s office. All other areas require pre-approval from the Vice President of Finance & Administration or his designee.
The University may provide for the entertainment and meals, either individually or on an event basis for the recruitment of prospective students and donor solicitation but shall be limited to the Senior Vice President of Enrollment and the Vice President of University Advancement, respectively, and/or their designees upon their approval, as well as the President and/or her designee(s) upon her approval. No more than two University representatives per guest shall be allowable and expenses shall not exceed the University’s per diem rates unless otherwise approved for exception (including prohibited expenditures) on a case-by case basis at the discretion of the Senior VP of Enrollment and VP of Advancement.
The University may provide students with light meals and refreshments in support of academic or programmatic endeavors such as:
*Meals for faculty/staff accompanying students in such activities are not allowed; however, when sanction event occurs off campus, those faculty/staff meals shall be governed by the travel policy.
The daily meal per diem for students shall not exceed $30 per student per day (B=$7, L=$10, D=$13). Students and athlete per diem is subject to the availability of funds within each departmental budget.
Regardless of the source of funding or method of payment – shall not exceed the University’s per diem rates. Any request for exception to these per diem rates or total faculty/staff entertainment expense exceeding $500 must have prior approval of the President or Vice President of Finance & Administration.
The following expenses are prohibited and shall not be the responsibility of the University. All such expenses incurred by an individual shall be considered a personal expense:
Any request for exception to this policy must be made to the Purchasing office prior to the incurrence of any expense and subject to the approval of the Vice President of Finance and Administration.
Employees seeking reimbursement for meal and entertainment expenses incurred from their personal funds must submit their expense reports within a reasonable amount of time not to exceed thirty days after the expenses were paid or incurred. Any expense reports not submitted within this time limit are at risk of the expense reimbursement being rejected or subject to being reported on the employee’s IRS from W-2 subject to IRS reporting requirements.
Expense reports may be prepared by either the employee or their designee; however, it is the responsibility of the employee requesting reimbursement to ensure all information is accurate and complete. The signature of the employee requesting reimbursement is required to sign their expense report.
Once completed and signed by the applicable approving authority, the expense report is to be submitted to Accounts Payable for review and processing. It is the responsibility of the employee requesting reimbursement to obtain the necessary signatures and routing to Accounts Payable.