Skip to main content

System Status: 

Meetings and Entertainment: Overview

See an overview of guidelines for meetings, entertainment, and programmatic activities.

Process to request payment or reimbursement

Log in to Concur to request a payment or reimbursement. The application offers:

  • The ability to process payments for multiple payees in one document
  • The ability to attach required documentation to the online request/expense
  • Online approval routing via Concur
  • Validation for fund source(s) to help comply with fund-source restrictions

Event types

Most events for UC San Diego business are 1 of these 3 types of events, each with certain policies and guidelines:

Non-reimbursable events

Events that are personal in nature are not reimbursable, such as:

  • Birthdays
  • Weddings
  • Anniversaries
  • Farewell gatherings or retirement (unless length of service is more than 5 years)


Maximum per-person rates apply.

For entertainment expenses, review fund-source restrictions.

To simplify planning of individual events, purchases can be made in bulk if you:

  • Limit the amount purchased to what will be used in a fiscal year
  • Keep an inventory record (PDF) of all purchases


An itemized receipt is required if an expense was $75 or greater, regardless of the per-person amount or the event total.

  • Note: Your department may require receipts for all expenses, but UC San Diego policy requires a receipt only for an expense $75 or greater.

Guest/ participant list

A guest or participant list is required for meetings and all entertainment, but is not required for programmatic activities.


Fund-source restrictions apply.

A Use of Alcoholic and/ or Malt Beverages Form (PPM 510) (PDF) is required if alcoholic beverages were served on campus property.

Frequency limits and tax implications

UC San Diego does not pay or reimburse frequent or routine expenditures for meals or light refreshments for employees as they're considered taxable income by the IRS.

For meetings and entertainment events, limit:

  • Meals to once per month, per group
  • Light refreshments to twice per month, per group

A meal or entertainment expense is taxable income if:

  • The activity is not directly related to the employee's job
  • The expense if lavish or extravagant under the circumstances
  • The official host (or other designated employee) is not present when the activity takes place
  • The expense is not substantiated with supporting documentation and a receipt if an expense is $75 or greater
  • It is deemed the employee did not adequately account to UC San Diego for these expenses within a reasonable period of time


This information is designed to help you determine which policies and process to follow. Your specific event may not be addressed. If you have questions, contact:

  • Travel and Entertainment Team
  • For questions about expenses for personal reimbursement, contact Payment request specialists.
  • For questions about a contract with a service provider or insurance for non-UC San Diego food service brought onto campus property, contact Business Contracts Office.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.

Notice: UC San Diego policy for meetings, entertainment, and hosted events, as published in Blink, is decisive. It has been adapted to UC San Diego's organization, delegation of authority, terminology, chart of accounts, and processing applications. The source is UC Expenditures for Business Meetings, Entertainment, and Other Occasions.