| What to do |
How to do it |
| 1 |
Review gift-giving guidelines. |
- Read the guidelines for awards and gifts for policy and per-person limits.
Note: The following steps will be be performed using Payment Authorization.
An exception to the per-person limit will create additional taxable income for the employee and should be avoided.
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| 2 |
Write a justification. |
- In the Document Text of the Payment Authorization form, provide the following information :
- Name of person receiving the gift
- Reason for the gift or award
- Type of gift
- Special circumstances that require the exception
|
| 3 |
Obtain department head approval. |
- Print the Payment Authorization Document Summary page.
- Obtain a department head signature on the Payment Authorization Document Summary page to verify approval.
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| 4 |
Submit for final approval. |
- Submit the signed Payment Authorization Document Summary page and proof of payment for reimbursement or order form to Robin Posner, Mail Code 0955.
- The request will be reviewed and forwarded to the director of Disbursements and Travel who authorizes exceptions on a case-by-case basis. If exception is approved, the transaction will be processed according to applicable income tax treatment.
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