An Official Occasion is any reception, dinner, luncheon, or similar event funded by a University account, in any location or city. An approved Official Occasion Expense Form (OOEF) must be on file prior to the event date. OOEF's must be submitted via the college's DocuSign PowerForm by a . There are separate PowerForms based on the total Official Occasion's budget, funding source, and participants. Each OOEF PowerForms has its own unique approval routing. The Dean is considered a unit head for CNS. Please be sure you are using the correct PowerForm based on the total Official Occasion's budget, funding source, and participants. All Official Occasion budgets totaling $5,000.00 or more require an itemized budget be attached to the OOEF PowerForm in order to be reviewed and approved.
OOEF for Events Under $5,000 Unit Head/Chair/Director NOT Attending
OOEF for Events Under $5,000 Unit Head/Chair/Director WILL BE Attending
OOEF for Events Under $5,000 Unit Head/Chair/Director & Business Officer WILL BE attending
- OOEF for Events $5,000 and Greater (Note: Attachment of itemized budget is required)
OOEFs for Dean's sub-units, Undergraduate Education, or anyone using the Dean’s accounts
- OOEF for Events Under $5,000
- OOEF for Events $5,000 and Greater (Note: Attachment of itemized budget is required)
All OOEFs using Department Accounts in a SoHE unit code must route through the school's Business Services Team for review and approval. Below are the OOEF PowerForm Contacts you will use with department account OOEF where the CNS Dean is not attending. Depending on the OOEF powerform being used you may not have a all of the contact fields:
CNS Contact/Requestor: 's name ( YOUR EID@eid.utexas.edu )
Department Optional Reviewer: Maria Acosta ( acostame@eid.utexas.edu )
- Authorized Account Signer: Arturo Flores ( arf56@eid.utexas.edu )
- Dean's Delegate: Arturo Flores ( arf56@eid.utexas.edu )
All OOEF using Undergraduate Education 21st Century/Pathways grant funds, please use the appropriate PowerForm & list Kristin Patterson (kdp74@eid.utexas.edu) as the reviewer/authorized account signer, and Kris Powledge Gaddy (knp254@eid.utexas.edu) as approver/dean’s delegate.
All OOEFs using a Dean's Office Account, or when the CNS dean is attending below are the OOEF PowerForm Contacts you will use. Depending on the OOEF powerform being used you may not have a all of the contact fields:
CNS Contact/Requestor: 's name ( YOUR EID@eid.utexas.edu )
- Authorized Account Signer: The list of authorized signers for a budget group can be looked up on DEFINE* - either on GBS or CA3 Screen 6.
We ask that OOEFs are submitted to the Business Services Team two weeks before the event date, and one month prior for events where the estimated total cost exceeds $5,000.00. There should be one OOEF per Official Occasion where the participant information and purpose of the event are identical. When the event is occurring at multiple locations, please enter "various" on your OOEF.
If the cost of your event changes by more than 10% you will need to submit a new OOEF PowerForm to supplement your first approved request. You must use object code "1309 – Official Student Occasions" for events charged to student fee or flat rate tuition accounts. You cannot use core CNS funded 19 accounts including start-up, retention, AUF, and ICR accounts. State funded 14 and 20 accounts also cannot be used for entertainment expenses. Some grant accounts do not allow entertainment expenses, please check with the PI regarding their grant account.
After-the-fact Official Occasion Expense Form (OOEF):
After-the-fact OOEFs should be rare. On those rare occasions, where having a prior approved OOEF was unavoidable, all the OOEF data fields should be completed with correct data that aligns with the corresponding receipts or invoices. There should be no need for edits to an approved after-the-fact OOEF. When you submit an after-the-fact OOEFs, you must attach the corresponding receipts and/or invoices to the OOEF. If you have the available space in the "Purpose of Event" field in Section 2, please include a brief explanation for after-the-fact request.
Blanket Official Occasion Expense Form (OOEF):
Blanket OOEF are only acceptable when all of the below conditions are met:
an event is part of a recurring series over a period of time such as a semester or fiscal year
- total annual budget amount does not exceed $5,000
the title and purpose of each event is identical for each occurrence
Account Number for the expense
Event Name
Event Date and Time
Event Location
Purpose of the Event
Total Expense Estimate (Event Itemized Budget for Total Expenses $5K or more)
Participant Information (For groups 10 and under include all participants Name, Title, and affiliation. For groups of 11 or more provide the name of each group, example 50 department faculty, staff, and undergraduates.)
Entertainment Guidelines:
Some guidelines are listed below, but you are encouraged to read the entire CNS Official Occasions and Entertainment Policy.
Tips can only be reimbursed up to 20% of the subtotal of the bill
An itemized receipt must always be included. Proof of payment is required if no credit card receipt is available (Proof of payment can be credit card statement, cancelled check, receipts showing paid if cash)
Alcohol may not be the primary expenditure (less than 50%)
Meals/entertainment for prospective faculty candidates is not to exceed $750 per day
Alcohol is not allowed at any undergraduate student event or other events opened to undergraduate students
The per person limits include tax and tip
Prior approval is required when alcohol is being served on campus
SoHE Meal Limits:
All faculty, staff, and students will only be reimbursed up to the set limits.
Meal | Cost/person |
|---|---|
Breakfast | $30/person |
Lunch | $40/person |
Dinner/Reception | $75/person |
Snacks | $20/person |
OOEF Process Overview
- Work with your to have an OOEF PowerForm submitted prior to your Official Occasion.
- When the OOEF has been approved the department administrator will receive an email notifying them that their OOEF has been completed and the Business Services Team will upload a copy to the shared UT Box.
- After you have received notice that the OOEF has been approved you have authorization to start placing orders and purchasing for your event.
- After your Official Occasion has ended, complete section 6 (Post Event Information) your approved OOEF. You will not need to provided the Document ID data in section 6. You will also want to review and update section 4 (Participant Information) if any changes to your participant changed.
- Gather your original receipts or invoices along with your updated approved OOEF and submitted via the Invoice and Receipt submission instruction to initiate the entertainment payment process. Please remember you must submit one request per vendor.
- The Business Service Team will review the submitted Entertainment Payment Request Form and process the payment or reimbursement.
If you have any questions about payments related to an event, please send an email to he-business_services@utlists.utexas.edu.
If you have any feedback on this page or need to report a broken link please email arturo.flores@austin.utexas.edu.