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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).

Added new excise tax report information

Publish new report Excise Tax.

Completely updated guidance and content.

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 third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.

The Client Satisfaction Survey is an ongoing conversation with the Stanford community to learn about their experiences with the financial tools, systems and services that FMS provides and uses that feedback to inform strategic initiatives and continuous improvements.