Hospitality Guidelines Academic Resources Conference Pacific Palms Hotel, City of Industry April 1,...
-
date post
19-Dec-2015 -
Category
Documents
-
view
215 -
download
0
Transcript of Hospitality Guidelines Academic Resources Conference Pacific Palms Hotel, City of Industry April 1,...
Hospitality Guidelines
Academic Resources Conference
Pacific Palms Hotel, City of Industry
April 1, 2009
Official Hosts
Lauri Reilly ManagerAccounts PayableChancellor’s Office
Don Green DirectorContract & ProcurementCSU Fullerton
Handouts…• Hospitality Guidelines presentation
• Executive Order 761http://www.calstate.edu/eo/EO-761.pdf
• Frequently Asked Questionshttp://daf.csulb.edu/offices/financial/controller/faq/hosp_general.html
• Hospitality Funding chart http://www.csulb.edu/misc/adminguidelines/pdf/finmanage/hospitality__expenses_07.pdf
How it all started…
• No Front Page Exposure
• New Chancellor
• Executive Order 761 is issued in October 2000
CSU Executive Order #761
• Campuses charged with developing hospitality policies & procedures
• Entertainment (UC) vs Hospitality (CSU)– it simply means providing food & beverages to guests
• Outlines the Funds that may be used and the restrictions for each
Where Do I Start?
• UC Business & Finance Bulletin BUS-79: Expenditures for Business Meetings, Entertainment, and Other Occasions
• UCI 701-20: Business Meetings and Entertainment Guidelines
• One policy applicable the campus and auxiliaries
• CSULB policies for Hospitality, Gifts to Non-Employees, and Employee Awards and Non-Cash Gifts
http://www.csulb.edu/misc/adminguidelines/alphabetical.html
The References
• IRS Publication 463: Travel, Gift, Entertainment & Car Expenses
http://www.irs.gov/pub/irs-pdf/p463.pdf
• IRS Publication 535: Business Expenses
http://www.irs.gov/pub/irs-pdf/p535.pdf
• United States Code Title 26 > Subtitle A > Chapter 1 > Subchapter B > Part IX > Section 274
§ 274. Disallowance of certain entertainment, etc., expenses
http://assembler.law.cornell.edu/uscode/html/uscode26/usc_sec_26_00000274----000-.html
• Office of Management & Budget Circular No. A-21: Cost Principles for Educational Institutions
http://www.whitehouse.gov/omb/circulars/a021/a021.html
• CSU Executive Order 761
http://www.calstate.edu/eo/EO-761.pdf
ICSUAM VISION
Provide an on-line integrated policy resource to be used as the business and administrative guide for the California State University
ICSUAM Policy Development Teams• Teams consist of owner, subject matter expert(s), and representatives from
collaborative groups i.e. FOA
ICSUAM Oversight Team Review• Oversight team will review draft policies to ensure that Policy Drafted is accurate
and complete as to Form, Tone and Substance
ICSUAM Policy Approval• ICSUAM Policies will be vetted system-wide and approved by CO Executive
Management
8
Integrated CSU Administrative Manual
ICSUAM PROJECT GOALS
• Simplify and clarify system-wide administrative policy;
• Create a dynamic vehicle for communicating and updating system-wide policy;
• Communicate policy related best practices through guidelines, principles and practices.
9
ICSUAM POLICIES UNDER DEVELOPMENT
Go to http://staging.calstate.edu/suam/ICSUAM/
10Integrated CSU Admin Manual
Now for Campus Catering….
Academic Resources Conference
Pacific Palms Hotel, City of Industry
April 1, 2009
Discussion Session
Academic Resources Conference
Pacific Palms Hotel, City of Industry
April 1, 2009
For Starters - Hospitality……
• What funds can be used for hospitality?
• Can I use my Procurement card?
• Must the official host be present at the event?
For Starters - Procurement……• What funds can be used for campus catering?
• Are we required to use only campus resources/restaurants or can we use outside vendors for on campus events?
• Why do some campuses allow off-campus catering & others do not?
• How can a campus change this practice?