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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.

Updated OSA sweep deadline for FY24.

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.

Updated OSA sweep deadline for transactions posted through 8/31/23.

Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.

Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).

Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.

Updated March 2022 OSA sweep deadline (extended to April 15).

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.