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Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update
Donor Gifts

2022-05-13

Added new excise tax report information

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

Update
Proper Use of Funds

2022-04-29

Completely updated guidance and content.

Update
Receivables

2021-12-01

New overview of how the various types of receivables collected by the university are managed.

Update
Contacts for Non-Sponsored Funding by School and Department

2021-11-23

Refreshed school listings, updated contacts, expanded phone numbers and added managers.

Update
Endowments

2021-11-18

Updated content in Annual Payout Rate section

Update
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Gifts

2021-06-09

Added contact list of Development Donor Relations officers

Update
Commitment Management System (CMS)

2021-03-26

The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.

Update