Please note that in July 2016 the Entertainment Reporting Process changed.
When do I use an ERF (Entertainment Reporting form)?
ERFs are required only for reimbursement or for recharge transactions (except for Catering Services recharges done through CruzBuy.)
How do I access an ERF?
log in with your Gold password
Click Create a new Entertainment form
What requires Top Level Approval?
Alcohol purchases, employee morale, employee recognition, retirement, on the job meals, tickets to sporting, theatrical or cultural events, meals provided to a spouse/partner, over the per person limit, cash contributions or registrations that are included in the cost of a nonprofit fundraiser.
What expenses are considered unallowable?
Meetings that could have been scheduled during regular working hours, monetary contributions to a political campaign or candidate, purchase of property/services for personal or for a nonbusiness use, expenses using restricted funds, expenses that represent additional taxable income to the employee/student.
Can I use Federal or State funds to purchase alcohol?
Where do I find the per person limit rates?
Maximum Spending Rates are found Here