|
|
STATE GENERAL |
UNIVERSITY-CONTROLLED |
FOUNDATION |
||||||
|
|
FUND |
STATE SPECIAL FUNDS |
FUNDS |
||||||
|
|
General |
Reimbursed |
Special |
IRA |
Continuing |
Dorm Rev |
Parking |
Lottery Educ |
Research Fndn |
|
|
Fund |
Activities |
Trust |
Trust |
Education |
Funds |
Funds |
Funds |
or |
TYPE OF EXPENSE* |
(1-xxxxx) |
(1-17xxx) |
(7-xxxxx) |
(7-42 - 7-43999) |
(4-1x - 4-2x ) |
(4-4x - 4-8x) |
(6-61) |
(6-8x) |
University Fndn |
|
Food (Meals/Refreshments) and |
|
|
|
|
|
|
|
|
|
|
Non-Alcoholic Beverages for: |
|
|
|
|
|
|
|
|
|
|
|
a) Events attended by University employees |
|
|
|
|
|
|
|
|
|
|
only: |
|
|
|
|
|
|
|
|
|
|
wBusiness meetings and conferences |
No |
No |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
wRetreats/team-building events |
No |
No |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
wReceptions/meal events for benefit of employee |
No |
No |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
morale, length of service recognition or |
|
|
|
|
|
|
|
|
|
|
retirement presentations |
|
|
|
|
|
|
|
|
|
|
b) Events hosted by the University and |
|
|
|
|
|
|
|
|
|
|
attended by official University guests: |
|
|
|
|
|
|
|
|
|
|
wBusiness meetings and conferences |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
wInterviewee & Employee Recruitment Meals/Mtgs |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
wProfessional development workshops/seminars |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
wReceptions for guests lecturers, performing |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
artists, etc. |
|
|
|
|
|
|
|
|
|
|
wFund-raising/donor events and meetings |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
c) Events promoting University to public, |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
e.g. , recruitment events, tours |
|||||||||
|
d) Events/meetings of student academic |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
organizations and groups, e.g. |
|||||||||
|
commencement |
|||||||||
Alcoholic Beverages |
No |
No |
No |
No |
No |
No |
No |
No |
Yes3) |
|
Gifts/Honoraria |
No |
No |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
Awards |
|
No |
No |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
Promotional Items (minor value) |
Yes |
Yes |
No1) |
Yes2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
Travel Expenses of Official Guests |
Yes |
Yes |
No1) |
Yes 2) |
Yes |
Yes |
Yes |
Yes |
Yes3) |
|
|
|
|
|
|
|
|
|
|
|
EXHIBIT A |
* |
ALL HOSPITALITY EXPENSES MUST: |
|
|
|
|
|
|
|
|
|
|
be directly related to or associated with the active conduct of official university business serving a clear university business purpose |
|
|
|||||||
|
be consistent with the mission and fiduciary responsibilities of the university |
|
|
|
|
|
|
|||
|
be cost effective and in accordance with the best use of public or foundation project funds |
|
|
|
|
|
||||
|
be in conformance with IRS regulations |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1) |
No, unless specifically permitted within individual trust agreement |
|
|
|
|
|
|
|||
2) |
Yes, if expense is allowable under IRA Board policy |
|
|
|
|
|
|
|
||
3) |
Yes, if allowed by funding agency |
|
|
|
|
|
|
|
|