Policy FA035: Staff Retreats, Workshops, and Trainings
Recommended for Approval by:
Fawn L. Petrosky, Vice President for Finance
Approved by:
Dr. Dale-Elizabeth Pehrsson, President
Effective Date: 07/01/2022

A. Intent
The purpose of this policy is to establish an approval process to authorize the purchase of
lunch and/or refreshments for staff retreats, workshops, and training.
In compliance with Board of Governors Policy 2010-01-A, Expenditures of Public Funds,
Pennsylvania Western University can organize staff retreats, workshops, and training, and
use public funds to purchase lunch and/or light refreshments (see below policy for details).
B. Definition(s) Not applicable.
C. Policy
Pennsylvania Western University requires supervisory approval as well as secondary
approval of the respective vice president, or dean to authorize the use of public funds to
purchase lunch and/or refreshments for retreats, workshops, and training when the
retreat, workshop, or training spans at least five (5) hours, and when it would be disruptive
to the success of the event if the employees disbursed for lunch or break.
D. Procedure(s)
The form, PROCEDURE FOR USE OF PUBLIC FUNDS - STAFF RETREATS, WORKSHOPS, AND TRAINING,
is to be completed by the sponsor of the event and submitted for the signatures of your direct
Supervisor and your Dean or Vice President.
E. Related policies
Board of Governors Policy 2010-01-A, Expenditures of Public Funds
F. Contact Information
Office of Finance

G. Policy Review Schedule
All policies will be reviewed every two years or on an as needed basis if a change in BOG, PASSHE or
Pennsylvania law would create the need for an immediate change.