| |
Stanford University is a $2.4 billion
non-profit organization. The University's
revenue includes tuition and gifts,
as well as a significant amount of
funding from research sponsors, such
as the federal government. The Board
of Trustees has delegated to individuals:
- the authority to expend these
funds to accomplish their assigned
responsibilities, and
- the responsibility for reviewing
expense transactions and monthly
expenditure/operating statements
to assure that:
- Any expenditure is necessary
and for University purposes.
- Charges are correct.
- Charges are allowable for
the PTA, are correctly coded
as allowable or unallowable
for inclusion in the University's
indirect cost rate calculations.
- Charges are allocable to the
PTA.
- Any allocation of costs is
reasonable and equitable.
- Charges are appropriately
documented, and are recorded
in a consistent manner within
departmental accounts.
On this Site
The Expenditure website is a central location to find information about expenditures, budget review and reconciliation, and review and certification related to sponsored projects. The three tabs at the top take you to this information, and the quick links on the left take you directly to supporting materials, additional reports and other tools.
Expenditure & Revenue Detail Report
This section contains detailed information about these reports, sample job aids and information to help you read the reports.
Monthly Reconciliation & Review
This section has information on what reconciliation is, and why, when, and how we reconcile, as well as discussion on internal controls: what they are and why we have them.
It also contains:
- Detailed step-by-step guidance on how to review expenditures for both sponsored and non-sponsored accounts (PTAs)
- Job aids for using Operating Statements
- Links to reports, supporting materials, and University policy for both processes
PI Quarterly Certification
This section is specific to sponsored projects, and is general guidance to Principal Investigators (PIs)
|
|
