Revisions for 6.10 Account Management

Revision Operations
07/02/2026 - 3:12 pm by hmoreno74

Revision Log: Update Updated FAQ #1 to align with the current Financials error certification language. No change to policy.

Current revision
06/15/2026 - 10:01 am by hmoreno74

Added new policy requiring Account role separation requirements and established an exception process. Updated FAQ guidance to align with the policy change effective December 16, 2025, corrected a broken link, and clarified guidance regarding DCCs.

12/16/2025 - 2:15 pm by hmoreno74

Updated Account Manager qualifications to require Career Level M4 or M5, clarified that student employees may not serve as Account Delegates, and added procedure for requesting an exception when M4 or M5 personnel are unavailable.

01/25/2024 - 2:29 pm by joeg

Improve definitions by adding missing and removing irrelevant terms, simplify policies and transfer applicable policy statements to FSM 2.01 Structure of the Accounting System, improve procedures, and add relevant links and related information. No change to policy.

11/20/2020 - 9:28 am by tanyawelch

07/15/2020 - 11:19 am by joeg

Minor update to Frequently Asked Question #2

03/04/2019 - 10:57 am by joeg

Updated reference links for Opening a New Account.

04/06/2018 - 8:53 am by ejv

02/08/2018 - 7:59 am by ejv

02/08/2018 - 7:57 am by ejv

02/08/2018 - 7:56 am by ejv

02/07/2018 - 2:38 pm by ejv

12/06/2017 - 3:48 pm by ejv