General Expense Type Category
|
Funding Source
|
Account Code
|
Expenditures/Occasions
|
All University CSU Trust/Operating Funds (excluding 496)
|
Auxiliary Funds must comply with Auxiliary procedures (85xxx per written agreement)
|
496 Misc. Trust Funds
|
Account codes to be used for purchase (see list below)
|
Alcoholic Beverages, including tax, gratuity and service charges.
|
No
|
Yes³
|
Per written Agreement
|
660927 or
660928
|
Meals and Light Refreshments (non-alcoholic) for business meetings and events attended
by official guests e.g., employees from another work location (campus), students,
donors, individuals being recruited for employment, visitors & volunteers.
|
Yes¹
|
Yes¹
|
Per written Agreement
|
660927 or
660928
|
Meals and Light Refreshments (non-alcoholic) for business meetings and events attended
ONLY by employees of the same work location where the participants are required to
work through the meal period (campus).
|
Yes¹
|
Yes¹
|
Per written Agreement
|
660927 or
660928
|
Awards and Service Recognition, Retirement - minimum 5 years of service.
|
Yes
|
Yes
|
Per written Agreement
|
660944
|
Bereavement Gift Expenditures such as flowers, plant, or card for employees or former
employees.
|
No
|
Yes
|
Per written Agreement
|
660846
|
Personal Benefit (weddings, anniversaries, baby showers, get well, and birthdays).
|
No
|
No
|
No
|
NA
|
Entertainment Services e.g., equipment and venue rental, décor, music & performers.
|
No
|
Yes
|
Per written Agreement
|
660820
|
Employee Meetings & Recognition Events including official employee morale functions (must serve a bona fide business purpose).
|
Yes
|
Yes
|
Per written Agreement
|
660820
|
Gifts with expectation of benefit or other bona fide business purpose
|
No
|
Yes
|
Per written Agreement
|
660846
|
Professional Organization Meeting
|
Yes
|
Yes
|
Per written Agreement
|
660962
|
Promotional Items - Non-Employees
|
Yes
|
Yes
|
Per written Agreement
|
660962
|
Promotional Items - Employees
|
Yes²
|
Yes
|
Per written Agreement
|
660962
|
Memberships in Social Organizations e.g., University clubs, civic organizations.
|
No
|
Yes
|
Per written Agreement
|
660820
|
Community Relations/Fundraising
|
Yes
|
Yes
|
Per written Agreement
|
Various (see list below)
|
Receptions - held in connection with conferences, meetings of learned society or professional
organization, meetings of student organizations and meetings of other CSU related
groups.
|
Yes
|
Yes
|
Per written Agreement
|
Various (see list below)
|
Spouse or Domestic Partner hospitality expense with bona fide business purpose.
|
Yes
|
Yes
|
Per written Agreement
|
Various (see list below)
|
Student recruitment, student recognition events, and commencements (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 Agreement
|
Various (see list below)
|
Student Athletes - Hospitality provided to student athletes and recruits must be in accordance with the
rules, regulations, guidelines, standards and procedures of the intercollegiate athletic
association’s national governing board, e.g. National Collegiate Athletic Association.
|
Yes
|
Yes
|
Per written Agreement
|
Various (see list below)
|