Reminder:

Variance statement (required if event costs are 10% above or below the estimated costs) - detail must be provided as why the costs were so much less and/or more than the estimated costs.

Description of the contracting procedures used, including whether contracts were awarded on a competitive basis, and details for any cost comparison conducted by the IRS in evaluating potential contractors for the event

Documented approval by the Secretary of the Treasury for any event that exceeds the $500,000 threshold

A copy of the event Internal Order Code (IOC report to support the expenses reported)

The Treasury tracking number for any event that was approved by the Department of the Treasury.

CFO will enter information reported by the business units at ten days and 40 days post event into the Treasury online tracking database. Prior to November 15, business units are responsible for ensuring actual costs for the preceding fiscal year are finalized and reported. Each November, CFO will provide Treasury with detailed information on events costing more than $100,000 for the preceding year for public reporting. Treasury must publish all events over $100,000 publicly by January 31 each year. This report is available at: Reports on Conference Spending To Support Agency Operations in Accordance with OMB M-12-12, As Amended.

Business units are responsible for notifying the CFO at *CFO Event Request of any cancellations, postponements, or significant changes to events that require reporting to the Treasury. Case travel related to the examination of tax returns or the collection of taxes does not require reporting of actual expenses to the Treasury.