Before the Entertainment

When planning an entertainment event, obtain advance approval. By policy, the following approvals are required for entertainment:

  • Campus, including VMTH and ANR: Department heads are authorized to approve entertainment expenditures
  • School of Medicine: Department chairs, directors of institutes and organized research units, associate vice chancellors for health sciences and administration, and the associate Dean of Administration have approval authority for entertainment expenses
  • UCD Health System: The director of the UCD Medical Center has approval authority

Entertainment best practices recommend obtaining prior approval to ensure payment will be approved, and to verify funds are available to cover entertainment expenses before purchases are made.


Delegations of Authority

Delegations of authority must be documented as per section V. A. of Travel Policy BFB-G-28.


Individuals with delegated approval authority cannot approve entertainment for someone to whom they directly report. The approving authority should be the supervisor, or higher, of the official host.

Individuals with delegated approval authority shall not approve their own entertainment.


Guidelines for Approving Entertainment

When determining whether an entertainment expense is appropriate, the approving authority must evaluate:

  • how the event supports the UC Davis mission
  • the importance of the event in terms of the costs that will be incurred
  • the benefits to employees & guests from such an expense
  • the availability of funds
  • any alternatives that would be equally effective in accomplishing the desired objectives

Department heads are responsible for ensuring that entertainment conforms to policy and that claims submitted for payment include the appropriate supporting documentation.


After the Entertainment

The approver is certifying that the expenses were allowable and in keeping with accepted standards of the educational community and compatible with the University's status as a publicly supported institution. In addition, approval of entertainment expenses indicates that the conditions for approval specified in UCOP BUS-79 were met.

Entertainment expenses should not exceed the per-person maximum allowance for the meal type. The maximum includes tax and tip but does not include facility or room rental fees. These fees can be claimed as an additional expense.


Signature Requirements

If using AggieTravel, the appropriate approvals will automatically be acquired through electronic routing. If processing an entertainment expense outside of AggieTravel, make sure the necessary approval signatures are on the Entertainment Expense Form:

  • Host's signature- the signature of the person who is responsible for the business purpose of the event, the selection of the invitees, and hosting guests at the event per UCOP BUS-79, Appendix B, Approval of Expenditures
  • Approval for payment signature - the signature of the person who has been delegated signature authority on the fund source
  • Approval for authorization signature - the signature of the person who has been delegated the authority to authorize entertainment


Exceptional Approvals

Exceptional Approvals to policy are granted by the Associate Vice Chancellor of Finance, or designee, for events that are allowed by policy but require additional approval. See our Exceptional Approvals page for more details.


Supplemental content

Travel & Entertainment Menu

meal limits