Overview: Funds Functioning as Endowment – Merged Pool Tracking Tool (FFE – MP Tracking Tool)

The FFE – 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. The FFE – 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:

  1. FFE funds cannot be withdrawn from the Merged Pool for a period of seven years after initial investment
  2. After the seven year lock-up period, the annual redemption limit is the greater of 10% of the market value or $5,000,000.

The FFE – MP Tracking tool displays the following information on an individual award basis:

  • 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.

On this page:

Authority and Access

As of June 23, 2017, authority to use the FFE – MP Tracking Tool is automatically granted to Budget Officers in units that have FFE funds to manage. Unit Budget Officers have been given grantable authority. The name of the new authority is SU FFE-MP Tracking Tool. This new authority uses Reporting Non-Salary View Award authority to control viewing access. Budget Officers can then grant the authority to appropriate personnel within their units. Contact your assigned Fund Accountant in Stanford's Controllers Office for assistance.

With the proper authority, you can access the FFE – MP Tracking Tool by logging into Oracle Financials (ofweb) and selecting "SU FFE-MP Tracking Tool" from the Oracle home page.

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Using the FFE – MP Tracking Tool

Once in the tool, you can search for your award:
screen shot of FFE - Merged Pool Tracking Tool, Fund Lookup screen; when entering first 3 letters of award, a drop box will appear with list of awards, then select award

The tool then displays current FFE award information as shown in the following two examples:
screen shot of FFE - Merged Pool Tracking Tool, Fund Lookup screen with Summary as of March 31, 2017 of the selected award

screen shot of FFE - Merged Pool Tracking Tool, where the row of Application of new annual limits and the Download/Print function highlighted

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Questions?

Contact your assigned Fund Accountant in Stanford's Controller's Office.

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