All Resources

Folder and Calculator App on Phone

Kelly Sikkema

The resources listed below can be searched by name, topic, or the fiscal quarter when they are most referenced.

Expense and endowment income planning assumptions for the FY22 operating budget.
Last Updated:
Setup, review, and forecasting as preliminary preparation for your FY22 operating budget.
Last Updated:
Instructions and links to running reports following fiscal year-end close and at the start of the new fiscal year.
A quick and easy way to estimate next year’s endowment payout.
To check for any underwater endowments, use the Underwater Fund Report section of the Endowment Financial Dashboard located in the OBI Revenue and Fund Management Reporting dashboard.
The School of Humanities and Sciences Finance Office encourages all management to review your outstanding PCard, TCard, Advance, and Expense Request transactions on a monthly basis and to take what actions you can to keep up-to-date with these transactions. This job aid provides best practices and highlights specific policies in the Stanford University Admin Guide that govern aging P-Card, T-Card, out of pocket, and Advance transactions. Topics include the Aging Review Process, SU Card Management, and Q&A.
Last Updated:
Definition of Operations, including examples, to assist department administrators in developing operating budgets and to maintain consistency and comparability throughout the School.
Please use this form when you know that you may exceed University guidelines for meals or events to obtain pre-approval and avoid having the transaction rejected.

To pay for moving costs associated with hiring new faculty

University policy regarding relocation of faculty is found in the Administrative Guide Policy 2.1.19: Relocation of Faculty and Staff.  This section sets forth policies and procedures to facilitate the moving and reassignment of new or current Stanford faculty and is updated regularly as policy changes. Please consult this section for the policies that underlie H&S faculty moving guidelines and procedures, which follow.


The School’s policy with regard to allowing faculty who are supported by grants to recover a percentage of their academic-year salary and benefits.
To assist Departments with faculty recruitment expenses through a cost-matching mechanism.
To help you find reports in Oracle Business Intelligence (OBI) that provide you with the final fiscal year end balances in your awards. Faculty salary reports are also available and allow you to ensure that cost-sharing obligations were met, sabbatical charges were directed to the correct PTA and any supplemental salary payments to faculty in your area were received.

Finance Training Guide for New Department Administrators.

Last Updated:
A financial reporting job aid providing brief notes on selected financial reports recommended for answering the questions, "How have we been doing?", "How are we doing?", and "How do we think we will be doing?".
When considering purchasing gift cards for employees and students, the benefit to community building vs. the constrained financial environment in which Stanford is operating should be considered. Gift cards should be issued only occasionally and always in support of an identified academic purpose.
A suite of on-demand, customized BI reports to support annual business processes.
How to access and navigate HandSOn for funding commitments.
How to pull up a commitment report using the HandSOn commitment database.
HandSOn user guide for department and program users to view funding commitments.
Slides from the Finance seminars held in the Fall 2018. The initial sessions provided a broad overview of the considerations when initiating a financial analysis and report.
Slides from the Finance seminars held in the Spring 2019. These sessions provided an overview of creating a midyear financial forecast.
Instructions and links to OBI report customizations for the OBI RFM Fund Trend and OBI CER Expenditure Trend reports.
Review of the annual operating budget process
H&S utilizes a standard set of Operating Budget projects for managing finances at the School level and to assist department and program administrators in managing the operations of their unit.
Writing to confirm that the FY 2020/21 budget savings policy will be the same as it has been for the past two years. Departments and programs will be allowed to move all operating budget general fund surpluses to their Budget Savings account. This policy will be reevaluated for FY 2021/22 as our financial situation becomes clearer.
Last Updated:
How to share, access, and manage your department’s folders and files.
A user guide to running the Non-OB report from the H&S Financial Dashboard.
Review of the annual fiscal year-end close process.