Note 1 to paragraph (a): Under the Ethics in Government Act, 5 U.S.C. 13104(a)(2)(A) and (B) , the reporting thresholds for gifts, reimbursements, and travel expenses are tied to the dollar amount for the "minimal value" threshold for foreign gifts established by the Foreign Gifts and Decorations Act, 5 U.S.C. 7342(a)(5) . The General Services Administration (GSA), in consultation with the Secretary of State, redefines the value every 3 years. In 2023, the amount was set at $480. In paragraph (d) of this section, the Office of Government Ethics sets the aggregation exception amount and redefines the value every 3 years. In 2023, the amount was set at $192. The Office of Government Ethics will update this part in 2026 and every three years thereafter to reflect the new amounts.
Example 1: An official accepts a print, a pen and pencil set, and a letter opener from a community service organization he has worked with solely in his private capacity. He determines, in accordance with paragraph (e) of this section, that these gifts are valued as follows:
Gift 1-Print: $280
Gift 2-Pen and pencil set: $225
Gift 3-Letter opener: $20
The official must disclose Gifts 1 and 2, since together they aggregate more than $480 in value from the same source. Gift 3 need not be aggregated, because its value does not exceed $192.
Example 2: An official receives the following gifts from a single source:
1. Dinner for two at a local restaurant-$200.
2. Round-trip taxi fare to meet donor at the restaurant-$25.
3. Dinner at donor's city residence-(value uncertain).
4. Round-trip airline transportation and hotel accommodations to visit Epcot Center in Florida-$600.
5. Weekend at donor's country home, including duck hunting and tennis match-(value uncertain).
Based on the minimal value threshold established in 2023, the official need only disclose Gift 4. Gift 1 falls within the exclusion in § 2634.105(h)(4) for food and beverages not consumed in connection with a gift of overnight lodging. Gifts 3 and 5 need not be disclosed because they fall within the exception for personal hospitality of an individual. Gift 2 need not be aggregated and reported, because its value does not exceed $192.
Example 3: A non-Federal organization asks an official to speak at an out-of-town meeting on a matter that is unrelated to her official duties and her agency. She accepts the invitation and travels on her own time to the event. The round-trip airfare costs $500. Based on the minimal value threshold established in 2023, the official must disclose the value of the plane ticket whether the organization pays for the ticket directly or reimburses her for her purchase of the ticket.
Example: Items such as a pen and pencil set, letter opener, leather case, or engraved pen are generally available in the market and can be determined by researching the retail price for each item online.
Example The Secretary of Education and her spouse receive the following two wedding gifts: (A) A crystal decanter valued at $540 from the Secretary's former college roommate and lifelong friend, who is a real estate broker in Wyoming; and (B) A gift of a print valued at $500 from a business partner of the spouse, who owns a catering company. Under these circumstances, the Director of OGE may grant a request for a waiver of the requirement to report on a public financial disclosure report each of these gifts.
5 C.F.R. §2634.304