Note:

Events that are approved by the first level executive or by the business unit commissioner, without cross-BU participation, are immediately cleared to proceed. Business unit contacts need not wait for the STETS record updates. The STETS team will add the business unit commissioner’s approval to the STETS record, as appropriate.)

If the event request is…

and…

then…

and the lead time is:

$0 - $999 (Senior managers: GS-15 or higher)

is training-related (excluding meetings

Add to STETS.Business units must maintain approval documents including the designation of an acting senior manager who approves the event, per Delegation Order 1-58 Rev).1

N/A

Less than $9,999 (1st Level Executive)

contains no cross-BU attendance See Footnote1

Add to STETS.(The request requires 1st Level Executive approval.)

N/A

$10,000-$19,999 (BU Commissioner)

contains no optics, as determined by approving official; and contains no cross-BU attendance. See Footnote 1

Add to STETS.(The request requires business unit commissioner’s approval.) (See Footnote 2

N/A

$20,000-$49, 999(Commissioner of Internal Revenue)

Is submitted timely; contains no optics, and no cross-BU attendance.See Footnote 1ORis meeting-related

Add to STETS.(The request requires STAC review and Commissioner’s approval.)Notify your STEM liaison that the event is marked “Ready.”

60 days:30 days: Internal processing.(Business unit will receive approval 30 days prior to event start date.)See Footnote 3

$50,000-$99,999 [Treasury’s Assistant Secretary for Management (ASM)]

Is submitted timely ORIs meeting related.

Add it to STETS.Upload the required documentation to the STEM SharePoint folder: itemized expense template generated from the Servicewide Travel Estimator; letter of intent; agenda/schedule; roster (when requested).Send STETS Unique ID # to STEM liaison (Request requires STAC review and Commissioner’s signature on transmittal memorandum for Treasury’s ASM approval)

90 days:30 days: Internal processing30 days: Treasury approval(Business unit will receive approval 30 days prior to event start date.)

$100,000 - $249,999 (Treasury Deputy Secretary)(DST)

Is submitted timely ORIs meeting related.

Add it to STETS.Upload the required documentation to the STEM SharePoint folder: itemized expense template generated from the Servicewide Travel Estimator; letter of intent; agenda/schedule; roster (when requested).Send STETS Unique ID # to STEM liaison (Training request requires STAC review and Commissioner’s signature on transmittal memorandum to Treasury’s ASM for DST’s approval.)

120 days:30 days: Internal processing.60 days: Treasury approval.(Business unit will receive approval 30 days prior to event start date.)

$250,000+(Treasury Secretary)

Is submitted timely ORIs meeting related.

Add it to STETS.Upload the required documentation to the STEM SharePoint folder: itemized expense template generated from the Servicewide Travel Estimator; letter of intent; agenda/schedule; roster (when requested).Send STETS Unique ID # to STEM liaison,

120 days:30 days: Internal processing.60 days: Treasury approval.(Business unit will receive approval 30 days prior to event start date.)(Note: Request requires the STAC’s review and Commissioner’s signature on transmittal memorandum to Treasury’s ASM for Secretary’s approval.

1 As stated in IRM 6.410.1.3.11.3(2), the business unit with the highest total cost (not the most participants), is responsible to:

Create the event in the STETS.

Establish the event IOC.

Gather all cost information.

Submit the approval request.

Maintain required event documentation for management’s review.

2 The business unit’s commissioner’s approvals must be maintained within the business unit or operating division. It is not required to forward the approval with event requests. Contacts must establish a consistent recordkeeping process that will ensure proper storage and access to the business unit’s commissioner’s approval, especially if needed during a TIGTA audit or review. 3 The built-in lead-time for obtaining approval: 30 days prior to the event start date.