Required documents

General Required Meeting and Entertainment (M&E) Backup documents:

1. Completed AFO M&E Form
   • For the Excel version, contact AFO member directly.
   • Note: This form requires an attendee list.
   • If P-card used:
     • P-card M&E Form additionally required.
     • Simon’s signature needed on P-card M&E Form if exceptional.
2. Itemized receipt/invoice
3. Invitation
4. Agenda (or discussion topics)
5. For Multiple Event Expenses:
   • Event Cost Breakdown (page two of AFO M&E Form) or PP Cost Estimator Form (must open in Adobe) (PDF)
   • For Excel version, contact AFO member directly.

IMPORTANT:

• If any of these 5 items are missing, please provide further explanation in the Business Justification via the AFO M&E Form.
• All morale events are considered exceptional and require SOM Dean’s Office exceptional approval.
• All materials must be submitted as PDF files with the contents facing the right way (not sideways).