GIFT AND ENTERTAINMENT AUTHORIZATION FORM
Table of Contents:
- General Information
- Exhibit and Instructions
- Form Requirements
- Number of Copies and Ultimate Distribution
- Where To Send Completed Forms
- Contact Information
- Cross References
In accordance with Policy AD86 - Acceptance of Gifts and Entertainment , the Gift and Entertainment Authorization form must be completed prior to accepting all gifts, hospitality, favor, entertainment, payments, paid invitations, travel, room or housing, meals, transportation, etc., in excess of $100.
The Gift and Entertainment Authorization form must be completed when there may be a legitimate University business reason to accept, or it may be offensive or gravely detrimental to refuse, a gift and/or entertainment prohibited by AD86 - Acceptance of Gifts and Entertainment . The Gift and Entertainment Authorization Form must be submitted to one's supervisor and the Office of Ethics and Compliance for approval for approval prior to acceptance of the gift and/or entertainment. If a gift/entertainment is offered without prior notice, and it is accepted so as not to be culturally offensive, this form must be completed and submitted as soon as possible so that appropriate donation of said gift may be determined.
A Penn State employee may be subject to a more restrictive policy in accordance with one's unit or department responsibilities.
To view document exhibits, click on link below:
No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Corporate Controller). See Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) for full details.
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|Ultimate Distribution:||Retention Periods:|
|Original||Office of Ethics and Compliance||3 years - Refer to General Retention Schedule|
The completed form containing the signatures of the recipient and their supervisor is sent electronically to email@example.com or in hard-copy to the University Ethics Officer in the Office of Ethics and Compliance, Rider Building, 227 West Beaver Avenue, Suite 212, State College, PA 16801
Upon final review, the University Ethics Officer will return an electronic copy or photocopy of the completed form to the originating department.
For questions, additional detail, or to request changes to this form, contact the Office of Ethics and Compliance.
- Policy AD35 - University Archives and Records Management
- Policy AD86 - Acceptance of Gifts and Entertainment
- Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility