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Updated the SOW contract type in the Contract Types section

In January 2023, Stanford Financial Management Services (FMS) partnered with University IT (UIT) to launch the PTA Manager close request feature for non-sponsored PTA segments, which improved efficiency, internal controls, and data quality/accuracy. On July 31, new functionality was added that... Recent PTA Manager enhancements have added functionality to close non-sponsored PTAs and PTA segments, giving users a more convenient and streamlined user experience.

Clarification were made on how to manage flight cancelations and exchanges and conference hotels. Key Travel was added.

Updated the Preparer and Procurement Finally Close the Purchase Order section

The purchase of goods and services plays a big part in helping to achieve the university’s mission. Faculty and staff who make purchases have a key role in stewarding the university’s resources. Stanford Financial Management Services (FMS) recently launched FIN-0420: Preferred Purchasing Methods to... New FIN-0420: Preferred Purchasing Methods course now required to access iProcurement

Updated the Single/Sole Source Justification (SSJ) form

Procurement Services, part of Stanford Financial Management Services (FMS), continuously examines opportunities to enhance processes or provide new solutions to support purchasing activities for the university while maintaining financial stewardship excellence. Areas of opportunity under review are...

Reorganized Exemptions section into a table

In University Policy, clarified IRS/Tax info; in Non-Permissible Expenses clarified leave, gifts, mobile devices, and sales