The Merged Pool (MP) Tracking Tool is a self-service application within Oracle Financials that helps you manage your Funds Functioning as Endowment (FFE) awards with an easy-to-use interface and accurate, always available data.
About
The MP Tracking Tool reports the aging and value of your FFE awards, allowing you to best manage these funds within the FFE policy adopted by Stanford's Board of Trustees in June 2016.
The FFE policy stipulates:
- FFE funds cannot be withdrawn from the Merged Pool for a period of 7 years after initial investment.
- After the 7-year lock-up period, the funds are also subject to an annual withdrawal limit, which is the greater of $5 million or 10% of an individual fund’s market value.
The MP Tracking tool displays the following information for individual awards:
- Total market value of the award
- Summary of amounts available for withdrawal by period, including annual redemption limits per the new FFE Policy
- Detailed aging schedule showing new investments and withdrawals in a given period, starting from AUG-2011
The tool includes the ability to export the detailed aging schedule to Excel.
Access
Authority to use the MP Tracking Tool is automatically granted to budget officers in units that have FFE awards to manage. Budget officers can then grant authority to appropriate personnel within their units in Authority Manager as follows:
- Financial System > General Ledger – Stanford Univ Set of Books > SU FFE-MP Tracking Tool
- AND Financial System > Shared Applications & Non-OBI Reporting > Non-Salary View (Award) OR Salary View (Award)
Contact your assigned Fund Accountant in Stanford's Controller's Office for assistance.
With the proper authority, you can access the MP Tracking Tool by logging into Oracle Financials (ofweb.stanford.edu) and selecting SU FFE-MP Tracking Tool from the Oracle home page.
How tos
Resources
Reporting
- Review total FFE shares available for withdrawal and the aging schedule for a particular FFE award:
- Display revenue and fund management information including details on fund statements, journals, transfers, fund trends, trial balances, fund variances, budget variances, budget transactions, endowments and donor pledges:
