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Over the past year, Stanford Financial Management Services (FMS) focused on providing the financial community with the tools and knowledge needed to support financial stewardship of all our university resources. The efforts also built a common understanding of the key requirements around all our...

Added a new section titled, Event Contract Considerations

Added Compensation Options Definitions

Updated the Services section to include Professional Services

Updated Employee Gifts section.

Added a new section that provides best practices for Standard Blanket purchase orders.

Made comprehensive content updates.

Added information in the How To Change PTA, Add Funds, Change Expenditure Type details.

Stanford University’s financial account structure identifies each organization by a four-character alphabetical organization (org) code. The Organization Code Hierarchy Tool enables effective governance of this structure by defining parent-child organizational relationships and group information... Stanford UBO and FMS are building a new, robust organizational hierarchy management system to more effectively and efficiently support a broader set of the university's needs, launching July 1, 2023.

Updated the Business Associate Addendum (BAA)