GENERAL EXPENSE TYPE CATEGORY:
Expenditures/Occasions
|
FUNDING SOURCE:
All University CSU Trust/Operating Funds (excluding 496)
|
FUNDING SOURCE:
Auxiliary Funds must comply with Auxiliary procedures (85xxx per written agreement)
|
FUNDING SOURCE:
496 Misc. Trust Funds
|
ACCOUNT CODE:
Account codes to be used for purchase (see list below)
|
CHANGES
|
Alcoholic Beverages, including tax, gratuity and service charges.
|
No
|
Yes3
|
Per Written Agreement5
|
660927 or 660928
|
|
Awards/Prizes and Service Recognition (e.g., minimum 5 years of service, or awards presented during an official activity).
|
Yes2
|
Yes
|
Per Written Agreement5
|
660944
|
|
Bereavement Gift Expenditures (e.g., flowers, plant, or card for employees or former employees).
|
No
|
Yes
|
Per Written Agreement5
|
660846
|
|
Community Relations
|
Yes4
|
Yes4
|
Per Written Agreement5
|
Various
|
New category. No longer combined with Fundraising.
|
Donor Gifts – Gifts with the expectation of benefit or other bona fide business purpose.
|
No
|
Yes2
|
Per Written Agreement5
|
660846
|
|
Employee Business Meetings – Meetings which serve a bona fide business purpose and are administrative in nature.
|
Yes1,6
|
Yes1
|
|
660927 or 660928
|
New category.
|
Employee Morale and Official Recognition Events
|
Yes1,6
|
Yes
|
Per Written Agreement5
|
660820
|
|
Fundraising
|
Yes4
|
Yes4
|
Per Written Agreement5
|
Various
|
New category. No longer combined with Community Relations.
|
Gifts for Personal Benefit (e.g., weddings, anniversaries, baby showers, get well, birthdays, and graduation
gifts). |
No
|
No
|
No
|
NA
|
|
Meals and Light Refreshments (non-alcoholic) for business meetings, events, and for
employee-only meetings attended by official guests, employees from another campus, students, donors, individuals
being recruited for employment, visitors, and volunteers. Meals for employees only
must serve a bona fide business purpose, for example: working lunch. |
Yes1,6
|
Yes1
|
Per Written Agreement5
|
660927 or 660928
|
Combined meal category for all allowable events. There is no longer a distinction
between the meal type. The distinction is made by the attendee type.
|
Memberships in Social Organizations (e.g., University clubs, civic organizations).
|
No
|
Yes
|
Per Written Agreement5
|
660820
|
|
Participation Incentives – research-funded survey or study, student participation in events.
|
Yes
|
Yes
|
Per Written Agreement5
|
660962
|
|
Participation Incentives - other (Auxiliary funding only).
|
No
|
Yes2
|
Per Written Agreement5
|
660945
|
Account code change. |
Professional Meeting, Business Meeting, Conference or Reception - Meetings or receptions of learned society or professional organization and meetings
of other CSU-related groups. It does not include meetings or conferences of University-only
or Auxiliary employees. |
Yes
|
Yes
|
Per Written Agreement5
|
Various
|
New category. Combined categories for Professional Meetings and Receptions. |
Promotional Items - (when the occasion is appropriate)
|
Yes6
|
Yes
|
Per Written Agreement5
|
660962
|
|
Recreational and Sporting Events - (Athletics only).
|
Yes
|
Yes
|
Per Written Agreement5
|
Various
|
New category that replaces Entertainment Events.
|
Student recruitment, student engagement, student recognition events - (subject to related policies/procedures such as the gift card purchasing procedures
or student payment policy). Graduation gifts are not permissible.
|
Yes
|
Yes
|
Per Written Agreement5
|
Various
|
|