About the OBI-149 Quarterly Review and Certification Report

Authority

Director Research Financial Reporting

Contact

Questions about this topic can be answered by:

Maryland Hastie

Certification Program Manager

Policy and Compliance

(650) 736-4728

Summary of Changes to the OBI-149 Report

The new OBI-149 Quarterly Review and Certification Report is now available through bi.stanford.edu

Four different views are available The OBI-149 Quarterly Review and Certification report may be run with the following views:
  1. TM View - contains Detailed Transactions that include Reference, Line Description, Budget, Quarter and Project To Date Actual Expenditures and Commitment columns, as well as Expenditure High Level Grouping by PTA and Signature Block where applicable.

  2. PI View - contains Detailed Transactions that include Line Description, Quarter and Project To Date Actual Expenditures columns, as well as Expenditure High Level Grouping by PTA and Signature Block where applicable.

  3. All Personnel - lists all personnel with salary or stipend charged to the PTA including Vacation Accrual and Vacation Used that were charged to a PTA.

Links to the PDF for each of the above three views will be sent to the Task Manager by email if activity occurs during the quarter. In addition, anyone with authority can run it in bi.stanford.edu.

  1. Summary By PTA - shows the PTA status and identifies the PTAs that are subject to Review and Certification.

A link to this view will not be sent to the Task Manager by email; anyone with authority can run it in bi.stanford.edu.

New additional information is in both the TM and PI views
  • Percentage allocation of base salary for the quarter has been added for all non-faculty salary.

  • Expanded Expenditure High Level Grouping that further breakdown the Student Aid and Travel category.

Certification Signatures

You can use either the PI or TM view of the OBI-149 report for review and certification signatures as long as both signatures are present on the same view of the report.

The RM3-149 report is also acceptable for review and certification signatures as long as RM3 is active.

How to get the the new OBI report

Task Managers will receive an email with links to the three views of the report if activity occurs during the quarter. The email will arrive 2-3 weeks after the last month of the quarter.

Anyone with authority can run the report in bi.stanford.edu. To run the report:

  • go to bi.stanford.edu

  • click Catalog/Finance/Fin-Research Administrator Folder/149 - Quarterly Review and Certification.

If you are not able to access the report, please check your authority.
RM3 is phasing out Task Managers will no longer receive an email with links to the RM3 version of this report. However, it can be generated from RM3 as long as RM3 is active.

 

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Details of Changes to the OBI-149 Report

Percentage allocation of base salary for the quarter has been added for all non-faculty salary. Stanford Base Salary:

  1. Includes regular salary and supplemental salary
  2. Excludes honorarium (effective CY2015), vacation accrual, bonus payments and extra compensation such as faculty housing allowance, tuition reimbursement, etc.

  3. Excludes any income that an individual is permitted to earn outside of the Stanford responsibilities (e.g., consulting payments)

  4. May not be increased as a result of replacing Stanford’s salary funds with sponsored projects funds

The percentages are calculated on those salary charges that have pay periods that fall within the quarter. There is no percentage for salary charges with expenditure item date outside the quarter.

The TM View

  • The Detail tab from RM3-149 remains with slight enhancements

  • The report will generate for those PTAs with activity during the quarter
  • The Intentionally left blank column has been eliminated
  • The expenditure type grouping has been expanded
  • The certification statement is placed on the expenditure type grouping recap page
  • The certification statement will not appear for users without salary view authority

This report can be generated for the quarterly certification period only. Out of period, fiscal-to-date or project-to-date reports are not available.

The PI View

This view is the same as the TM View but excludes the following information:

  • Account Reference
  • Budget
  • Commitment

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