Other than food, can you give examples of "give aways?"

Are abstract and publication fees allowable on a pro card?

Shirts and swag are Stateside "give aways."

Awards, prizes fall under hospitality as well

So giving an attendee a program to the event does not count?

Hi Justin - confirming that the stoles are unallowable for any business unit (we received an inquiry about campus program IDC)

How about the purchase of outreach and recruitment material for grant related purposes (it is an allowable expense for our specific grant). Do we cite the allowable code when we submit our hospitality form to avoid denial of these purchases?

Great to know, Justin!

When in doubt for Hospitality Form rules/guidelines: https://www.csusm.edu/fs/ap/apdocs/hospitality_guidelines.pdf

I didn't realize hospitality wouldn't be needed if meals are explicit in the proposal budget. Do SPAs prefer hospitality regardless? I guess I am not sure about verifying whether it really reads as explicitly as it should.

I noticed the guidelines were updated recently

But that would only be when using Corp funds. Correct?

Yes, sponsored project funds specificially

If the meals expenses are grant related and explicit...what should go in the ProCard packet...the budget justification or just the participant list and the fact the 85xxx is there in the reconciliation

Including all of the above backup will help make the reconciliation process much smoother and faster, Melissa

check with hospitality@csusm.edu when in doubt

Accounts Payable is responsible for updating Peoplesoft vendor ID info.

https://www.csusm.edu/corp/businesssrvcesandfinance/corpprocurement/limitsandrequirements.html

I have to log off, but regarding pro-card charge and hospitality forms, if we received a UPRFA, however, a hospitality form was never required (based on guidelines), can we get the UPRFA stricken from records (because we were not in violation of policy to begin with)?

I will relay the message to Maria. For the record, We have done that and we were still required to do a Hospitality form.

Handy "how to" enter a req cheat sheet - https://www.csusm.edu/procurement/documents/procurementdocs/reqguide.pdf

GREAT presentation, thanks Justin!

Thank you Justin!

Can you please go back to the Requisition process slide? I believe it was the 2nd to last slide.

Justin, FANTASTIC job!!!! Thank yo so much for your collaboration and partnership.

Thank you!

Thank you!!!

Thank you!

Great Presentation Justin. Thank you everyone.

Awesome job Justin!!

Thank you.

Thank you! This was very helpful

Great for a newbie:)

Thank you Justin! awesome presentation

thank you!