APPENDIX A
EXAMPLES OF ALLOWABLE AND UNALLOWABLE EXPENSES
Allowable Expenses
- Office and instructional supplies*
- Advertising ($1,000 or less)**
- Maintenance Service Agreements ($1,000 or less)**
- Professional Services - non-individual ($1,000 or less)**
- Computer peripherals (printers, scanners, fax, disk drive etc.)
- Promotional items (Pens, mugs, etc.)
- Software
- Subscriptions, books, journals
- Institutional Memberships
- Webinars
- BRE – Select Card only
- Travel – Select Card only
*Contracts exist with Office Max, Staples and Walter’s Products. Purchases of office supplies should be made through eCUBE, unless it is an emergency.
**Purchases greater than $1,000 must be processed through eCUBE and require a signed agreement.
Unallowable Expenses (but not limited to)
- Any purchase over Cardholder’s approved transaction limit (Pyramiding)
- Capitalized equipment or betterments to capitalized equipment
- Cash advances
- Computers,notebooks, laptops, tablets, and other computing equipment with central processing units (CPU)
- Personal expenses
- Beverages and snacks
- Cleaning supplies (disinfectant sprays, Clorox wipes)
- Kitchen supplies (paper towels, dish soap, plates, napkins, silverware)
- Personal celebration décor (department office)
- Hand gel, lotions
- Hygiene items, tissues, pain relievers
- Desk lamps and office decorations
- Heaters, fans, air purifiers
- Refrigerators, microwaves, vacuum cleaners, water coolers
- Furnishings (furniture, window coverings and décor items)
- Gasoline/propane (unless pre-authorized)
- Hazardous chemicals/controlled drugs/radioactive materials*
- Inter-University Purchases (Bookstore, Parking, Print Shop, Telephone)
- Insurance
- Leases
- Professional Services – individuals (Refer to Independent Contractor Guide)
- Rentals (vehicles, equipment, cellular phones, facilities)(unless pre-authorized)
- Travel, including conference registration fees (unless using a Select Card)
- Chartwells catering
- Alcoholic beverages (except when Business-Related and charged to discretionary accounts)
- Charges for someone other than the cardholder unless business-related/hospitality
- Individual meals while on travel status (reimbursable according to Travel Guidelines)
- Lost and/or overweight baggage
- Medical expenses
- Personal expenses, including meals, auto repairs, telephone charges, etc.
- Personal entertainment (e.g. airline headsets, movies, tours, sporting events)
- Traffic fines/parking tickets/court costs
* Hazardous Chemicals are defined as any chemical with the following information on the label: Explosive,
Flammable, Oxidizer, Corrosive, or Poison and with either a flammability, health or reactivity designation factor above level one. For product/substance classification assistance call Chemical Management. Chemical Management, Chemistry, Biology and Physics buyers are exempted from this restriction.
Allowable Select Card Expenses
Refer to the Business-Related and Entertainment Expenses Guidelines and the Travel Guide lines for restrictions regarding the types of expenses listed and unallowable items.
Business-Related and Entertainment Expenses (properly documented with itemized receipts)
- Alcoholic beverages (must be charged to discretionary account)
- Food and non-alcoholic beverages
- Flowers for decorative purposes
- Flowers/gifts for illness or bereavement
- Greeting cards
- Gifts and prizes
- Gift cards
- Decorations
Travel
- Airfare/transportation
- Business related and entertainment expenses
- Gasoline for vehicle rentals
- Lodging
- Vehicle rental, excluding additional purchased insurance(s)
- Parking
- Registration/conference/workshop fees
- Tolls