Reminder

Compliance protocols MUST be approved and linked in SeRA to a SPO project record prior to award acceptance. 

See ORA's Award Acceptance Resources for additional information.
Stanford
Office of Research Administration

Retirement of Email Distribution of 285 Report for Sponsored PTAs

**IMPORTANT UPDATE TO PROCESS FOR MONTHLY EXPENDITURE STATEMENT***

INvoice

The MAY-2019 automatic, email distribution of the 285 Monthly Expenditure Details Statement will be the last automatic, email distribution of the 285 Monthly Expenditure Details Statement for all sponsored PTAs.  The automatic, email distribution of the 285 Monthly Expenditure Details Statement for all sponsored PTAs is being retired and will not continue after the MAY-2019 distribution.  The automatic, email distribution for Non-sponsored PTAs will continue as normal.

Going forward sponsored task managers can complete monthly reviews of their sponsored PTAs electronically from...

  1. Stanford's eCertification system and using the Quarter-to-Date view or
  2. The OBI Financial Reporting Consolidated Expenditure Reporting (CER) Dashboard and running the dynamic Expenditure Details report for the given month or
  3. The OBI Financial Reporting Consolidated Expenditure Reporting (CER) Dashboard and either scheduling or directly running the static 285 Monthly Expenditure Details Statement report

 

  • For any questions about this process change please contact ORA Client Advocacy and Education
  • For more information about the eCertification system please click here
  • For "How to..." OBI Financial Reporting Resources please click here

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