Get Cal Poly Hospitality Form

Completing the Cal Poly Hospitality Form online is a straightforward process that helps streamline event planning and ensure compliance with university policies. This guide provides step-by-step instructions for filling out each section of the form efficiently.

Follow the steps to complete the Cal Poly Hospitality Form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with Section A, 'Hospitality/Event Description'. Fill in the title of the event or program, the date, and the location or venue of the event. Include a list of event attendees and official guests as needed.
3. Indicate the number of attendees and specify if food will be served. If so, detail who will supply the food. Also, clarify whether alcohol will be served and identify the supplier. If alcohol is included, note that an Alcohol Service Request may be necessary.
4. In Section B, if your transaction is funded by ASI, enter the purchase order (P.O.) number and proceed to Section G.
5. Move to Section C to list hospitality expenses payable from the Operating Fund or other sources. Mark the relevant categories such as promotional items, fundraising events, and more as applicable.
6. In Section D, identify hospitality expenses that cannot be charged to the Operating Fund, including business meetings attended only by campus employees and other specified items.
7. Provide details in Section E regarding estimated hospitality expenses incurred, and fill in the required financial codes, including Fund, DeptID, Account, Project, Program, Class, and Object Code.
8. Complete Section F with your requestor information, including your name, department, signature, date, and email. Note that transactions under $250 only need approval from the requestor.
9. For transactions of $250 or more, move to Section G to include the approving official's details, which must include their name, title, signature, date, and email.
10. Finally, review all sections for accuracy, save your changes, and then download, print, or share the form as needed.

Complete your Cal Poly Hospitality Form online today for efficient event planning.