January 2019

FY20 Capital Spending Plan Submission

January 10, 2019

The FY20 capital spending plan submissions will be due using CPATH by end of day on Friday, February 15, 2019. Also, responses to the Capital Spending Plan Narrative Update questions should be submitted; these have been included with the FY20 Budget Guidelines and Narratives distributed by Office of Financial Strategy and Planning (OFSP). CAPS will obtain your responses from OFSP when you submit the narrative to them.


FCI calculations will not be part of the FY20 capital spending plan submission.  Retrospective building FCI’s will be done in the fall as part of the prior year review and multi-year capital planning efforts.  It is recommended that the automated FCA tool be updated regularly, but especially at the completion of each fiscal year.... Read more about FY20 Capital Spending Plan Submission

Agreements - DUA System: Now Available!

January 10, 2019

As part of a larger initiative to improve transparency of research compliance processes, the University has introduced a tool for submission, review, and management of Data Use Agreements (DUAs). In support of recently published guidance by the Office for the Vice Provost for Research on the management of DUAs, researchers that share data between organizations can use the system as one place to request a DUA review; correspond with the DUA reviewer; track the status of review; and manage active DUAs (including extension requests).

General Contract Review Information Session

January 10, 2019

Confused about contracts, when they are necessary, and what is needed in a contract? Want to know more about contract terms, policies and when and how to use Harvard University contract templates?

Strategic Procurement and the Policy Office will be holding a general contract review session that will go over contract basics, what to know and look for in a contract, what resources are available, and when and who to reach out to for additional guidance.

The session will be held on Thursday, January 24 from 11:00-12:00 in the Lamont Library Forum Room.

Sign up here or email financialpolicy@harvard.edu with the subject line 1/24/19 Session.

Note: This program will cover similar material to Strategic Procurement’s standard Contract Review Training.
... Read more about General Contract Review Information Session

Updated Tax Forms

January 10, 2019

New tax forms are now available on the Strategic Procurement Tax Forms website.

Definitions and direct links to each are also included below.

ST-2: Harvard’s Massachusetts certificate of exemption from sales tax, effective 1/4/19

ST-5: Harvard’s Massachusetts purchaser certificate, for exemption from sales tax

W-9: Harvard’s certification of its federal Tax ID number, used for tax reporting purposes

Please note, as part of a 2016 state-wide change in Massachusetts, Harvard’s sales tax exemption certificate (and related documents) now display Harvard’s state tax ID number, instead of its federal tax ID number. Any federal document will continue to display Harvard’s Federal Tax ID number.

Additional information regarding Harvard’s tax exempt status may be found on Strategic Procurement’s Tax Exemption Guidance page.

Harvard Analytics and Reporting Tool (HART) Update

January 10, 2019

Harvard Analytics and Reporting Tool (HART) relates to the OBI environment that contains the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.

HART "By the Numbers" for December 2018

  • 99.4%: Percentage of queries that completed in 1 minute or under
  • 1,378: Number of distinct users in HART for ALL subject
  • 132,040: Number of distinct requestes made in ALL subject areas

Monthly HART Release

The next monthly HART OBI release will begin on Thursday, January 24th at 6 p.m.  All changes will be implemented and the release complete by 9 a.m. on Friday, January 25th.  Check out the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.... Read more about Harvard Analytics and Reporting Tool (HART) Update