COMPLIANCE WITH THIS PUBLICATION IS MANDATORY

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1 BY ORDER OF THE OF THE COMMANDER JOINT BASE SAN ANTONIO AIR FORCE INSTRUCTION JOINT BASE SAN ANTONIO Supplement 22 JULY 2014 Services USE OF NONAPPROPRIATED FUNDS (NAFS) COMPLIANCE WITH THIS PUBLICATION IS MANDATORY ACCESSIBILITY: Publications and forms are available on the e-publishing website at for downloading or ordering. RELEASABILITY: There are no releasability restrictions on this publication. OPR: 502 FSS/FSRR Certified by: 502 ABW/DS (Mr. George DeCoux) Pages: 21 Air Force Instruction (AFI) , Use of Nonappropriated Funds (NAFS), 17 June 2002, is supplemented as follows: The purpose of this supplement extends the guidance of AFI This supplement applies to all 502 Air Base Wing (ABW) host, mission partners, associate units supported by Joint Base San Antonio (JBSA), and MWR. This supplement does not apply to the Air National Guard and Air Force Reserve. This publication may be supplemented at any level, but all direct Supplements must be routed to the OPR of this publication for coordination prior to certification and approval. Refer recommended changes and questions about this publication to the Office of Primary Responsibility (OPR) using the AF Form 847, Recommendation for Change of Publication; route AF Forms 847 from the field through the appropriate functional chain of command. Ensure that all records created as a result of processes prescribed in this publication are maintained IAW Air Force Manual (AFMAN) , Management of Records, and disposed of IAW Air Force Records Information Management System (AFRIMS) Records Disposition Schedule (RDS). Submit requests for waivers through the chain of command to the appropriate Tier waiver approval authority, or alternately, to the Publication OPR for non-tiered compliance items.

2 2 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 SUMMARY OF CHANGES This document has been substantially revised and must be completely reviewed. Major changes include establishes limits on certain Special Morale and Welfare (SM&W) expenditure authorizations, in addition to those imposed by AFI , Chapter 12, and provides additional detail on the local procedures for requesting SM&W support. It also provides additional policy guidance on the use of NAF unit enhancement funds and provides procedures for requesting those funds.

3 AFI34-201_JBSANANTONIOSUP 22 JULY events will be funded by Unit Enhancement Funds, a subset of SM& W Funds. The amount authorized is allocated per person and is based on fiscal year-end strength on the unit manning document. Requestor should check with the FSS operating location POC for the current fiscal year amount. A proportionate amount of the total authorization will be included in the MWR Fund NAF Income and Expense Budget for approval by 502d Air Base Wing Commander (502 ABW/CC), through the NAF Council (Added) The 502 ABW/CC may increase the annual per person allocation if the MWR Fund is meeting or exceeding Air Force financial goals. Should the MWR Fund financial position warrant, the 502 ABW/CC may curtail all unit enhancement funding until the financial status has improved. Unit enhancement allocations will not exceed $2.00 per person annually, regardless of financial condition (Added) The 502 ABW/CC may increase or decrease, depending upon the financial conditions of MWR Fund, the annual per person allocation of unit enhancement fund. However, the allocations will not exceed $2.00 per person annually, regardless of financial condition (Added) Any increase or decrease in the per person allocation will be in writing, signed by the installation commander, and made a matter of record in the NAF Council minutes (Added) The 502 ABW NAF Resource Manager (RM) or designee will review all unit requests to ensure proposed use is authorized and funding is within budgeted limits (Added) Generally, unit enhancement funds are used for unit holiday parties, picnics, and other unit social events open to all active duty military members and DOD civilian employees working fulltime on the installation and directly supporting the unit (Added) Funds may be used for food, decorations, facility rental (if on base or post), non-alcoholic beverages, entertainment, paper/plastic utensils, plates, cups, napkins, etc., in support of the unit function. Unit enhancement funds are not authorized for the purchase of alcoholic beverages, games, or prizes for the event (Added) Use of installation MWR facilities and services is strongly encouraged for functions funded through the unit enhancement program. These funds are part of the revenues generated through use of JBSA programs and by using them in JBSA facilities the funds go back into the programs for further benefit of our joint base community (Added) 502 ABW units, mission partners, and associate units will submit requests for unit enhancement funds using the procedures in Attachment 9 and the example request template in Attachment (Added) The 502 ABW/CC delegates the approval authority for recurring SM&W functions to the 502d Force Support Squadron (502 FSS) Commander/Director and Deputy Commander or Deputy Director and to the 502 ABW/RM.

4 4 AFI34-201_JBSANANTONIOSUP 22 JULY (Added) Petty cash imprest funds will not be issued to units for SM&W purchases, as this could lead to circumventing the requirement to obtain advance approvals for all SM&W expenditures (Added) Submit requests to the servicing 502 FSS NAF Accounting Office at least 10 workdays prior to the date of the event for which funds are being requested. That office will review the request for completeness and forward it to the appropriate officials for review, coordination, and approval/disapproval. Upon approval/disapproval, the request will be returned to the 502 NAF Accounting Offices, which will notify the requesting POC. Reimbursable receipts must be received by the 502 FSS/FSR offices within 2 working days but always as of last work day of the month of the event or risk non-reimbursement (See attachment 11) (Added) It is the responsibility of the requesting office to follow-up if they have not received an answer within 2 workdays of the event. No funds should be spent with the expectation of SM&W reimbursement prior to receipt of an approved request. No expenditures will be reimbursed using SM&W funds if the approval was not obtained in advance of the event. Waivers to this requirement will not be considered under any circumstance (Added) As with all MWR non-appropriated funds, SM&W funds are generated through patronage of services facilities such as the golf course, the club, and bowling center. When a request for funds for an event or function is approved, the unit has options to use those funds to procure goods or services on-base or offbase. By using MWR activities whenever possible, those funds go back into the MWR programs to be used once again in support of the JBSA community. Therefore, the preferred and recommended sources for use of SM&W funds are the JBSA MWR activities, AAFES facilities, or the commissary for goods and services. These facilities should be given the right of first refusal for hosting functions that use SM&W funds (Added) Use of installation MWR facilities and services is strongly encouraged for functions funded through the SM&W. These funds are part of the revenues generated through use of JBSA programs and by using them in JBSA facilities the funds go back into the programs for further benefit of our joint base community (Added) The 502 FSS NAF RM or designee will prepare updates to the SM&W budget and submit them in the quarterly budget revisions through the NAF Council to the 502 ABW/CC for approval (Added) The JBSA MWR Fund custodian will appoint a memento custodian for any inventory stock maintained, and appoint individuals to assist the memento custodian to conduct an annual independent inventory of all SM&W memento and/or refreshment stocks. Provide copies of completed inventories to the 502 ABW/RM and Comptroller. Submit requests for purchases of memento inventory stock to the servicing FSS/FSR office for processing.

5 AFI34-201_JBSANANTONIOSUP 22 JULY Permissible Expenditures. Additional local funding limitations established in this supplement are summarized in Attachment 12, Table A12.1., Joint Base San Antonio Special Morale and Welfare (SM&W) Expenditures Guide (Added) Trophies are authorized from appropriated funds, and therefore, are not authorized SM&W support. Gift certificates, coupons, or savings bonds in lieu of trophies are authorized, not to exceed $50 value for each winner. Support is authorized only for the JBSA annual awards, which includes all mission partners. Meals are authorized at award ceremonies for winners and their spouses, if they are not in Temporary Duty (TDY) status. SM&W funds are not authorized for flowers or mementos for spouses of award winners (Added) SM&W support for promotion ceremonies is authorized at the installation level for monthly group ceremonies (or individual, if group ceremonies are not held for at the unit level) that include all ranks, both officer and enlisted. If the installation ceremony does not include all mission partners, separate funding is authorized for group ceremonies for equivalent units, i.e., mission partners, direct reporting units (DRUs), and field operating agencies (FOA) that receive MWR support from JBSA. Funds are authorized not to exceed $2 per attendee or $300, whichever is less. SM&W support is not authorized for flowers for spouses of the promotees (Added) Insignia and stripes for promotions are not authorized from SM&W funds (Added) SM&W funds are authorized for light refreshments, retiree mementos, and spouse flowers or mementos in support of retirement ceremonies. Light refreshments are defined as finger foods, snacks or desserts and nonalcoholic drinks, such as coffee, tea, or punch. They do not include heavy hors d oeuvres, buffets, smorgasbords or meat items (exceptions: meatballs, chicken wings/drummettes) (Added) SM&W fund in support of newcomers orientations are authorized only for JBSA orientations and operating locations supported by JBSA, but not physically located on the same installation as the 502 ABW. Light refreshments are authorized not to exceed $2 per person or $100, whichever is less (Added) Light refreshments, including beer on a conservative basis, for commander s call are authorized not to exceed $2 per attendee or $200, whichever is less. This authorization is limited to only one commander s call per year, per unit, no lower than group level (Added) SM&W expenditures for conferences, workshops, seminars, and briefings are not authorized (Added) Funding not to exceed $20 for welcome baskets for visiting personnel who are staying overnight is authorized only for personnel paying an official visit to the JBSA installation commander, or mission partner equivalent, DRU, or FOA commanders. The Officer hosting must be a 0-6 or above, visitor must have a legitimate visit with the installation commander or equivalent to the installation commander.

6 6 AFI34-201_JBSANANTONIOSUP 22 JULY (Added) Flowers or wreaths for patriotic, national or local observances are authorized SM&W support (Added) Flowers or wreath (not to exceed $75) are authorized in memory of a military or DoD civilian member. Donations to charitable organizations, when requested by the bereaved in lieu of flowers, are also limited to $75. ROBERT D. LABRUTTA Brigadier General, USAF, Commander

7 AFI34-201_JBSANANTONIOSUP 22 JULY Attachment 1 GLOSSARY OF REFERENCES AND SUPPORTING INFORMATION References AFMAN , Management of Records, 01 March 2008 AFI , Use of Nonapprorpiated Funds (NAFS), 17 June 2002 AFI , Private Organizations (PO) Program (formerly AFR 34-4), 08 March 2007 AFI V1, Budget Guidance and Procedures, 16 August 2012 AFI , Official Representation Funds, 24 August 2011 Abbreviations and Acronyms ABW Air Base Wing ACSC Air Command and Staff College AETC Air Force Education and Training Command AFMAN Air Force Manual AFRIMS Air Force Records Information Management System BMT Basic Military Training CC Commander CMIP Cash management investment program CV Vice Commander FSS Force Support Squadron FSRM Force Support Resource Management FY Fiscal Year I&E Income and Expense JBSA Joint Base San Antonio JFTR Joint Federal Travel Regulation NTE Not To Exceed O&M Operations and Maintenance OPR Office of Primary Responsibility ORF Official Representation Funds POC Point of Contact POW Prisoner of War MIA Missing In Action RDS Records Disposition Schedule RM Resource Manager

8 8 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 Attachment 9 (Added) UNIT ENHANCEMENT FUNDS REQUEST AND REIMBURSEMENT PROCEDURES A9.1. JBSA units, mission partners, and associate units prepare requests for unit enhancement funds using the request template at Attachment 10 to ensure all required information is provided. The commander or first sergeant of the requesting unit must sign the request. Submit requests to the servicing FSS NAF Accounting Office (FSS/FSR) either in hard copy, via , or fax, at least 10 workdays prior to the function or event. Failure to submit timely request may result in unapproved funding due to coordination requirements. A9.2. Upon receipt of a request, the FSS staff will review it for completeness, check the unit s available funding to ensure the request does not exceed available funds, and submit to 502 ABW/RM for approval. A9.3. The local FSS/FSR will notify the unit point of contact (POC) of approval/disapproval and provide them with a copy of the approval. No funds should be expended with anticipation of support until the POC has an approved request. Expenditures made without proper advance approval will not be reimbursed. A9.4. The unit may elect to request a purchase order through the servicing FSS/FSR office to make purchases prior to the event, or may elect to obtain cash advance prior to the event or function. In either case, supporting documentation is required for all expenditures. A9.5. If reimbursement of expenditures is to be made following the event; the POC must submit all original itemized receipts (copies will not be accepted) to the servicing FSS/FSR office within 5 workdays following the event or risk losing reimbursement. Expenditures will be reviewed and validated and cash reimbursement will be made to the unit POC within 2 workdays after submission but always as of last work day of the month. A9.6. If further assistance or guidance is needed preparing your request, contact your servicing FSS/FSR office: JBSA-Ft Sam Houston (210) , JBSA-Randolph (210) , or JBSA-Lackland (210) /3964.

9 AFI34-201_JBSANANTONIOSUP 22 JULY Attachment 10 (Added) EXAMPLE REQUEST FOR UNIT ENHANCEMENT PROGRAM FUNDS Figure A10.1. EXAMPLE REQUEST FOR UNIT ENHANCEMENT PROGRAM FUNDS (Appropriate Letterhead) MEMORANDUM FOR 502 ABW/RM FROM: (Organization Submitting Request) SUBJECT: Request for Unit Enhancement Funds 1. Request authorization to use Unit Enhancement Funds for the following event (include information described in 1.a.-1.f.): a. Type of expenditure: (Example - Picnic, Christmas Party, or Recreational Event.) b. Date and place of function: c. List each item you will purchase along with any pertinent information: d. Where will you purchase the items: Indicate if purchases are going to come from the commissary, if one of the military clubs will cater event, etc. List vendor source or name of person to whom the reimbursement should be made. Note: TAXES AND/OR TIPS ARE NOT REIMBURSED. e. If organizations are having a joint function, indicate dollar amount for each participating organization. f. State name, phone number, and address of person in organization to notify when cash is ready. 2. Please contact Local FSS POC name, address, and phone number if you have any questions or concerns. SIGNATURE ELEMENT Of Requesting Unit Commander

10 10 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 Attachment 11 (Added) EXAMPLE REQUEST FOR SM&W EXPENDITURES Figure A11.1. EXAMPLE REQUEST FOR SM&W EXPENDITURES (Appropriate Letterhead) FROM: (functional address symbol) SUBJECT: Request for Approval of Special Morale and Welfare Expenditure TO: (your operating location) 502 FSS/FSRR (date) 1. State total amount requested and purpose. (Example: Request authorization for funds not to exceed $ for light refreshments for monthly group promotion ceremony.) Give a brief explanation and justification of the requirement in sufficient detail for adequate review and determination. a. Date and place of function: b. Guest(s) of honor: (Ex. retiree, promotees, etc.) c. Estimated Attendance: Military ; Civilian d. Light refreshments and beverage costs $ ; Average per person $ e. Additional expenses (by item and amount): f. Senior officer hosting the function: 2. Please contact (your Project officer name and contact information.) Signature Block of Requestor (unit Commander, Deputy, DS, etc.)

11 AFI34-201_JBSANANTONIOSUP 22 JULY Attachment 12 (Added) JOINT BASE SAN ANTONIO SPECIAL MORALE AND WELFARE (SM&W EXPENDITURES GUIDE Table A12.1. (Added) Joint Base San Antonio Special Morale And Welfare (SM&W) Expenditures Guide. Official Representation Funds (ORF) under AFI and appropriated funds under AFI V1 CATEGORY A. INDIVIDUAL RECOGNITION PROGRAMS 1 For excellence in a particular function, mission accomplishment, special incentive program, or compliance motivation as authorized in a 36-series AFI (See Note 1) Competitive Award Programs 2 Competitive base-wide awards programs (such as airman, NCO, and officer of the quarter/year), officially announced in advance, open to the base at large, and authorized in a 36-series AFI (See Note 2) 3 Intramural sports and athletic competitions 4 Trophies, plaques and other awards (excluding athletic events associated with base MWR sports programs) 5 Light refreshments, as defined in paragraph 12.4 (no alcohol) at award ceremonies (See Note 3) ORF under AFI Gift certificates, coupons, savings bonds, and nominal cash awards (see below in this Competitive Awards Programs section for specific expenditures) and appropriated funds and nonappropriated SM&W funds per AFI and AETC (see below for specific expenditures) $ 2.00 per attendee and nonappropriated And additional JBSA limits, as set by JBSA ; 502 ABW level only (see rule 3-10 below) for lesser of $2 per attendee or $500 And additional JBSA limits, as set by JBSA: Not Not Not ; 7 Meals for award winners and spouses (See Note 2) Not Not (if not in TDY status) Not ; 8 Corsage/boutonniere, flowers or memento for spouse of award winners ($20 Not 9 Travel and per diem for

12 12 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 attendance at awards ceremonies 10 Alcoholic beverages or any other expense Promotions 11 Insignia, stripes, and similar items 12 Light refreshments, as defined in paragraph 12.4 (other than alcoholic beverages) at promotion ceremonies (See Note 3) 13 Corsage/boutonniere, flowers or memento for spouse of promoted individual ORF under AFI (enlisted only) and appropriated funds under AFI V1 if APF is not available NTE $75 per promotee ($20 and nonappropriated 14 Alcoholic beverages or any other expense Retirements 15 Memento for retiree (See Note 4) ($20 16 Light refreshments (other than alcoholic beverages) at retirement ceremonies (See Note 3) 17 Corsage/boutonniere, flowers or memento for spouse of retiree (See Notes 4 & 5) Not ; NTE $2 per attendee or $50 per promotee, whichever is less; NTE $300 Not And additional JBSA limits, as set by JBSA : NTE $75 per retiree ($20 18 Alcoholic beverages or any other expense School Graduations 19 Formal school graduations CATEGORY B. CIVIC AFFAIRS AND EVENTS Hosted by Community Leaders 20 Meals, excluding alcoholic beverages, for commanders or their designated representative, when officially representing the Air Force at official events (JFTR, volume 1, U4235- B) (if not in official TDY status) (if not in official TDY status), NTE $30 21 Any other expense Hosted by Air Force for DoD Personnel (for guest of honor at or above levels listed in AFI ) 22 Meals for government or nongovernment personnel and appropriated funds and nonappropriated ORF under AFI Alcoholic beverages (as part of official function) 24 Refreshments, receptions 25 Memento for government personnel (See Note 4) 26 Memento for non-government personnel 27 Pro-rata costs of non-dod authorized guests participation in MWR events And additional JBSA limits, as set by JBSA ($20 ($200 ; single item NTE $20 value.

13 AFI34-201_JBSANANTONIOSUP 22 JULY Any other expense Hosted by Air Force for DoD Personnel (for guest of honor below levels listed in AFI ) 29 Meals for government personnel 30 Meals for non-government personnel ; NTE $30 per day, each individual 31 Alcoholic beverages 32 Light refreshments, receptions, etc. (See Note 3) 33 Memento for government or non-government personnel (See Note 4) ORF under AFI Pro-rata costs of non-dod authorized guests participation in MWR activities, excluding alcoholic beverages and appropriated funds (NTE $2 per attendee) ($20 and nonappropriated (NTE $2 per attendee) or $250 total; whichever is less ; single item NTE $20 value. And additional JBSA limits, as set by JBSA ; NTE $50 35 Any other expense Hosted by Air Force for Non-DoD Personnel (for fewer than 30 people, no more than 80% DoD, OR 30 people or more, no more than 50% DoD) 36 Meals for government and nongovernment personnel 37 Alcoholic beverages (as part of official function) 38 Refreshments, receptions, etc. 39 Memento for government personnel (See Note 4) 40 Memento for non-government personnel 41 Pro-rata costs of non-dod authorized guests participation in MWR events ($20 ; single item NTE $20 value. ($200 Not Not Not 42 Any other expense Not Not Not Not Hosted by Air Force for Non-DoD Personnel (for fewer than 30 people, more than 80% DoD, OR 30 people or more, more than 50% DoD) 43 Meals for government personnel 44 Meals for non-government personnel ; $30 limit per day per individual 45 Alcoholic beverages ORF under AFI and appropriated funds and nonappropriated and additional JBSA limits, as set by JBSA 46 Light refreshments, receptions, etc. (See Note 3) (NTE $2 per attendee) ; NTE $2 per attendee or $100, whichever is less

14 14 AFI34-201_JBSANANTONIOSUP 22 JULY Memento for government or non-government personnel (See Note 4) 48 Pro-rata costs of non-dod authorized guests participation in MWR activities, excluding ($20 ; single item NTE $20 value. alcoholic beverages 49 Any other expense CATEGORY C. MEMORIAL OBSERVANCES For Patriotic, National, and Local Observances that uphold traditions of the Service and United States (such as Veterans Day or Memorial Day) 50 Flowers and wreaths only when APF are not available, NTE $ Light refreshments (as defined in paragraph 12.4) at memorial observances (See Notes 3 & 7) ; NTE $2.00 per attendee, NTE $100 ; NTE the lesser of $2 per attendee or $ Any other expense Upon Death of a Military Member or Civilian Employee of that organization; member of the immediate family, or distinguished leader of the local community with strong ties to the base ORF under AFI Flowers and wreaths (See Note 8) 54 Donations to charitable organizations in lieu of flowers when requested by the bereaved and appropriated funds and non-appropriated ; NTE $100 (NTE $100) and additional JBSA limits, as set by JBSA ; $75 limit (Active duty or Civilian employee only) $75 limit (Active duty or Civilian employee only) 55 Any other expense For Memorialization (naming a street, building, etc.), see AFI Travel of next of kin, relatives, friends, etc. 57 Plaque or permanent marker identifying the person being memorialized 58 Costs associated with the actual ceremony (military band, invitations, programs, etc. 59 Reception for guest(s) of honor, other relatives, or person being memorialized and special guests 60 Flowers, corsage/boutonniere, or memento for guest(s) of honor at receptions only ORF under AFI Album with photographs and narrative about the ceremony for guest(s) of honor at receptions only and appropriated funds ($20, but not at receptions and nonappropriated and additional JBSA limits, as set by JBSA 62 All other expenses For Ethnic and Holidays Observances 63 Activities designed to recognize the contributions that minorities and women have made to society (scholarly lectures, ethnic

15 AFI34-201_JBSANANTONIOSUP 22 JULY historical exhibits, art exhibits, displays, musical groups, etc.) 64 Live artistic performance when part of a formal program designed to make the audience aware of cultural or ethnic history being observed 65 Honoraria or speaking fee 66 Meals for non-government guest speakers when away from home or regular place of business 67 Small samples of ethnic foods prepared and served during a formal ethnic awareness program ORF under AFI Holiday greeting cards or seasonal decorations for offices or personal use and appropriated funds and non-appropriated and additional JBSA limits, as set by JBSA 69 Seasonal decorations, not of religious character, for use only where all members of the organization may benefit CATEGORY D. WELCOMING AND ORIENTING Newcomers Welcome, Orientation, Etc. 70 Light refreshments, other than alcoholic beverages (See Notes 3 and 9) ; $2 per attendee 71 Alcoholic beverages or any other expense Commander s Call 72 Free beer (conservative basis) NTE lesser of $2 per attendee or $100 Only one commander s call per year per unit, no lower than group level, included as part of limitation in Rule 74, below ORF under AFI and appropriated funds and nonappropriated and additional JBSA limits, as set by JBSA 73 Other alcoholic beverages 74 Light refreshments (See Note 3), NTE $2 per attendee Only one commander s call per year, per unit, no lower than group level, NTE $2 per attendee or $200 whichever is less 75 Picnics 76 Any other expense CATEGORY E. HOSTING OF VISITING PERSONNEL

16 16 AFI34-201_JBSANANTONIOSUP 22 JULY Fruit basket, welcome basket, etc. for visitors (government and non-government personnel) staying overnight who are NOT ORF qualified (See Note 10) 78 Memento for government personnel staying overnight who are NOT ORF qualified (See Notes 4 & 10) 79 Memento for non-government personnel staying overnight who are NOT ORF qualified For Official Visitors of the Installation Commander (or Wing Commanders) ($20 ($200 ORF under AFI and appropriated funds ($20 and nonappropriated ($20, only for official visitors to JBSA commander, or equivalent wing/foa commander ($20 single item value. and additional JBSA limits, as set by JBSA 80 Meals, refreshments, receptions, etc. See Guidance under Section B, Civic Affairs and Events CATEGORY F. ENHANCEMENT OF ENVIRONMENT 81 Enhanced work areas See AFI ,V1 82 Enhancing living areas, (pictures, equip in day rooms) 83 Seasonal decorations (nonreligious only) where all members of the organization may benefit for dining facilities and hospitals No authorized CATEGORY G. CONFERENCES, WORKSHOPS, SEMINARS Hosting Visiting Personnel Incidental to Conferences, Workshops, Seminars - See Guidance under Section B, Civic Affairs and Events Other Expenses Associated with Conferences, Workshops, Seminars 84 Alcoholic beverages 85 Light refreshments (AFI , V1, Para ) 86 Meals for government Not personnel 87 TDY expenses (lodging, travel, per diem, registration fee, etc.) 88 Expenses for guest speaker (lodging, travel, per diem, honorarium, etc.) 89 Any other expense 90 Pro-rata share of costs for authorized non-dod attendees, excluding alcoholic beverages CATEGORY H. CHANGE OF COMMAND CEREMONIES (requires advance SAF Approval) ORF under AFI Light refreshments at change of command ceremonies (See Note 3) and appropriated funds and nonappropriated : Major Field Operating Agency $600, Wing $500, Group $350, And additional JBSA limits, as set by JBSA : Major Field Operating Agency $600, Wing $500, Group $350,

17 AFI34-201_JBSANANTONIOSUP 22 JULY Squadron $250, not authorized below squadron level Squadron $250, not authorized below squadron level 92 Printing of invitations, programs, etc. 93 Alcoholic beverages 94 Meals for government personnel CATEGORY I. MEMBERSHIP IN ORGANIZATIONS 95 Membership in local civic organizations for commander or designated representative where necessary to further interests of Air Force, command, or welfare of AF personnel only in the name of the organization only for commander or designated representative 96 Meetings luncheons, etc. hosted by a civic organization for commander or designate representative necessary to further interests of Air Force, command, or welfare of AF personnel only 97 Membership in professional organizations 98 Membership in all other organizations ORF under AFI (JFTR, Vol 1,U4235-B) only in the name of the organization and appropriated funds (if not in official TDY status) and nonappropriated only for JBSA commander or designated representative only for JBSA commander or designated representative (if not in official TDY status) And additional JBSA limits, as set by JBSA 99 Any other expense CATEGORY J. STOCK/INVENTORY Perpetual Inventory of Mementos for Category B Civic Affairs and Events and Category E Hosting of Visiting Personnel 100 Purchases of stock/inventory of SM&W mementos to be used at a later date for Category B - Civic Affairs and Events and Category E - Hosting of Visiting Personnel. (See Note 4 & 11) 101 Disposal of stock/inventory of mementos due to damage or no longer useable Not (See Rules 25, 33, , & 78) Dispose of items IAW AFI , Para 10.5 Dispose of items IAW AFI , V1 Dispose of items through NAF Resale store, NAF Sale, or donate to Arts & Crafts Center (See Rules 25, 33, , & 78) Dispose of items through NAF Resale store, NAF Sale, or donate to Arts & Crafts Center A12.1. Note 1: Student or instructor formal school incentive program associated with the school's mission or compliance motivation as authorized in a 36-series AFI are not authorized support with SM&W funds. Formal schools include Tech Training, Pilot Training, NCO/Airman Leadership School, etc. Air Force Meritorious Service, Commendation, and Achievement Medals are not viewed as being part of a competitive awards program; therefore, not authorized support with SM&W funds. A12.2. Note 2: Award winners are defined as military members or civilian employees who win the base-wide event for quarterly/annual awards ceremonies/banquets. Base-wide events are defined as the highest level of quarterly/annual competitions on the installation.

18 18 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 A12.3. Note 3: Amenities are limited to light refreshments and necessary disposable accessories to serve them (i.e., paper or plastic plates, cups, utensils, etc.). Light refreshments under SM&W are defined as nonalcoholic beverages, desserts, snacks, and finger foods. Alcoholic beverages of any kind, meats, buffets, banquet, smorgasbords, and heavy hors d'oeuvres are excluded. Additionally, the following items are not authorized reimbursement with light refreshments: linen or tablecloth rentals, tablecloth purchases, sales tax, or tips. Club special function service charges and commissary surcharges for the purchase of light refreshments are reimbursable. A12.4. Note 4: Mementos are designed to extend professional courtesies and to provide nominal keepsakes to commemorate the event. Examples of mementos items engraved with the date and event, plaque, coin, or picture. Cash, gift certificates, and clothing items (unless item mentions the purpose of the visit, the base, or the organization) are not authorized mementos. A12.5. Note 5: Corsage/boutonniere, flowers, and mementos are only authorized for the spouse of the retiree. This authorization is not transferable to other guests if the honoree is not married (i.e., mother, father, sister, brother, other relatives, or significant others). A12.6 Note 6: Example of authorized guests Civic and community relation functions near AF installations that include local government officials and/or prominent citizens (host and spouse); Governor; Mayor; Civic Groups; Local Police Commissioner, Senior Public Officials; Chamber of Commerce. A12.7. Note 7: SM&W is not authorized because AFI , Vol 1, paragraph authorizes APF for the purchase of an appropriate wreath for national patriotic observances to include Memorial Day, Independence Day, September 11, Veterans Day, and POW/MIA Recognition Day. There should be only one wreath to represent the entire Wing or Installation (including tenants). Consider the historical significance of the day being remembered to determine if the laying of a wreath is fitting and proper. A12.8. Note 8: Flowers or wreath for memorial upon death of a full-time, permanent party military member (no reservist or students), DoD civilian employee (no contractors). A12.9. Note 9: SM&W is authorized for monthly base-wide newcomers welcoming orientations held by the installation where new members attend a series of briefings explaining the services and rules for the installation and local area. Exceptions: If JBSA supported units are located off the installation and not invited to attend the base-wide newcomers welcoming orientation, they may be authorized SM&W to hold a monthly orientation at their location, for all new unit personnel. Funding is authorized for one newcomers orientation per month at each JBSA operating location. SM&W may also be authorized for orientations for students at Air Force schools (e.g. ACSC, Air War College, etc.) where the duration is such that military attendees will be on PCS Orders. A Note 10: Visiting personnel staying overnight are authorized a welcome basket or memento when there is a legitimate visit with installation commander, mission partner wing commander, FOA or DRU commander. The hosting official must be a 0-6 and above. A Note 11: Maintain perpetual inventory to include all items/articles purchased for stock to include: description of item; date of purchase; cost of each item; name, rank/grade, agency/organization assigned, title of person to whom presented; and purpose of

19 AFI34-201_JBSANANTONIOSUP 22 JULY presentation/event. Conduct an annual inventory by independent personnel IAW current guidance. SM&W funds are not authorized for stocking DV lounges.

20 20 AFI34-201_JBSANANTONIOSUP 22 JULY 2014 Attachment 13 (Added) UNAUTHORIZED SM&W EXPENDITURES A13.1. The below list is NOT all inclusive, but lists many of the most commonly requested uses that are not authorized. Only those items listed in the preceding table are authorized SM&W support. A13.2. Recreation events and awards (e.g., theater performances, tours, etc.) A13.3. Membership dues for professional associations (O&M funds can be used for organizational memberships only) A13.4. Tobacco or tobacco products A13.5. Purchase and mailing of greeting cards, holiday card, calling cards, or the like A13.6. Postage stamps A13.7. Commercial telephone calls A13.8. Lodging programs A13.9. Free or open bars, except at commander s call A Contributions to or support for private individuals or organizations A Financing non-mwr programs (e.g., CHAP, project transition, drug abuse prevention, etc.) A Traditional receptions (Christmas, New Year s Day, Armed Service [i.e., Air Force, Army Navy, Marine] birthday, etc. A Purchase and maintain supplies, furnishings, equipment, etc., including chafing dishes, pitchers, ladles, glasses, heating trays, etc. A Buying refreshments for routine, local meetings, conferences, workshops, seminars A Gifts A Seed money A Alteration, modification, or maintenance and repair of facilities A Renting hospitality rooms, paying lodging expenses for spouses of command award winners A Payment of salaries or other compensation A Donating to national or local charity groups (except in the case of death, in lieu of flowers) A Fuel for aircraft A Transportation and TDY expenses A Support of spouses conferences not directly related to mission accomplishment A For ground breaking and ribbon cutting events

21 AFI34-201_JBSANANTONIOSUP 22 JULY A Combat Air Forces Day, Family Appreciation Day, Earth Day, International Officer School Anniversary, Wing Safety Day A Re-designation ceremony, military /civilian emergency response exercise reception A Contractors A Mementos and welcome baskets for drivers, spouses, escorts, local personnel, aide-decamps A Air shows and open houses A Combined Federal Campaign A Management level reviews, selection boards A United States flag for retirees A School graduations, BMT graduations, wing-wide deployments A Commendation and Meritorious Service Medal Ceremony, Longevity Certificate Ceremony, Base Volunteer Appreciation Awards Ceremony, National Volunteer Excellence Award Ceremony, Awards for Distinguished Graduates