To the Luskin School Community:

I am reaching out regarding the May 13^th email on travel and entertainment restrictions, which is in effect immediately.  The email from VCCFO Steve Agostini and Director Scott Monatlik states that pre-approval is required for:

• Essential travel (if not included on the highlighted list below)
• All employee entertainment activities
• All employee morale activities (Travel Accounting pre-approval also required)

We realize that this directive puts the brakes on activity we have scheduled and are planning for the final weeks of the academic year.  Please feel to ‘request pre-approval’ by sending me a short email with Subject line:  Pre-approval Request for _____.  Include in your note:

1. What travel/event requires pre-approval and when
2. Short justification: what type of activity and why this travel/event is essential
3. Department
4. Funding Source/FAU
5. For events:  a list of attendees/registered guests

I will do my best to respond in 48 hours. You may include my pre-approval email as part of your order request submission to your fund manager and or procurement staff.

Until there is more clarity, we believe you should include this pre-approval step for all PO requests, T&E purchases, Recharges, Departmental Faculty Center Accounts and Reimbursements. While the directive doesn’t specifically mention that student events are prohibited, please consider erring on the side of caution by sending me a pre-approval request.

We will share additional guidance as it is received.

Best,
Jocelyn