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How to Request an Exception for Gifts to Non-employees and Organizations
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Summary: Use these step-by-step instructions to request an exception to policy when gifts to non-employees or organizations exceed the cost limit. |
| What to do |
How to do it |
| 1 |
Review gift-giving guidelines. |
- Read the guidelines on gift giving to review policy and cost limits.
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| 2 |
Write a justification. |
- Provide the following information in your justification:
- Name of the person or organization to receive the gift
- Type of gift
- Purpose of the gift
- Special circumstances that require the exception
Note: Giving a gift to a non-employee or organization must have a clear business purpose or benefit to UCSD.
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| 3 |
Submit your justification. |
- Submit your written justification to the disbursements manager.
Note: The disbursements manager will coordinate your request with the controller, who authorizes exceptions on a case-by-case basis.
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Need an expert? Contact Robin Posner, (858) 534-0859.
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Notice: UCSD gift policy is derived from UC Policy and Regulations. Published policy is decisive as it has been adapted to UCSD's organization, delegation of authority, terminology, and chart of accounts.
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