Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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Equipment Leasesopen_in_new
2023-06-30
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Updated the process for modifying and terminating a lease
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Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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Single/Sole Source Justification Formopen_in_new
2023-06-09
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Updated the Single/Sole Source Justification (SSJ) form
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Excellence in Financial Stewardship | Issue 7open_in_new
2023-03-23
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This issue covers the various benefits that Stanford enjoys as a tax-exempt organization, risks and compliance requirements associated with these benefits, and the roles and responsibilities of employees and key members of the financial ecosystem.
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Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
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Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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Excellence in Financial Stewardship | Issue 4open_in_new
2022-02-10
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This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.
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Excellence in Financial Stewardship | Issue 2open_in_new
2021-06-09
This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.
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