Procurement

Reminder – Services Payments and Credit Cards

June 11, 2020
Please remember that payments to individuals for services (cash prizes, honoraria, independent contractors or other services individuals supply to Harvard) cannot be charged to a credit card (university-issued or personal cards). Payment through HCOM or Buy-to-Pay is the only acceptable method of payment for individuals offering services to Harvard. See the Independent Contractor Policy for additional guidance.

Announcing Buy-to-Pay (B2P) is Live!

May 14, 2020
Strategic Procurement, in partnership with HUIT, is thrilled to announce that Buy-to-Pay (B2P) went live on April 29 for a small cohort including HUIT, GSE, FAD-OFA and select departments from FAS, HMS and SPH. Over 350 users have attended training and are starting to use B2P, with 400 pending requisitions totaling $5.6 million submitted since go-live! These users can now submit Purchase Orders, Payment Requests, and Non-employee reimbursements all online in the B2P system. Phased deployment will continue throughout 2020 – Schools/Units will hear more about the schedule from their B2P leads... Read more about Announcing Buy-to-Pay (B2P) is Live!

COVID-19 Invoice & Payment Guidance

March 26, 2020

Strategic Procurement continues to monitor the evolving outbreak of the Coronavirus (COVID-19) and is providing the attached guidance regarding Invoice and Payment processing (Accounts Payable), Expense Report processing (Concur) and CITI card usage (Corporate, Department and Purchasing cards) in order to minimize disruption to payment processes.... Read more about COVID-19 Invoice & Payment Guidance

Sales Tax Exemption Certificates and Online Sellers

October 17, 2019

Recent changes to Massachusetts sales tax regulations may affect Harvard purchasers in some situations. Massachusetts now requires “out-of-state remote sellers and marketplace facilitators” – online sellers and marketplaces (like Amazon and eBay) that don’t have a physical presence in Massachusetts to collect sales tax on sales made to purchasers in the state. This means that more out-of-state online sellers might attempt to charge Harvard sales tax, or ask for Harvard’s sales tax exemption certificates. As a reminder, you can access Harvard’s sales tax exemption certificates at the...

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Supplier Set-up and Supplier Types Policy Information Session

September 19, 2019

Confused about the process for foreign vendors and the paperwork required?  Wondering about the new supplier portal and what information you need to set up a supplier and what supplier type you should use?

 

A session reviewing supplier set-ups and supplier types will be held on Thursday, September 26, from 11:00 a.m. - 12:00 p.m. in the Lamont Library, Forum Room. To attend, please register here or send an email to financialpolicy@harvard.edu with “9/26/19 Session” in the subject line. The session is open to all; please feel free to forward this invitation to others who may be interested.

Buy-to-Pay Supplier Portal Go-Live

May 16, 2019

Beginning Monday, June 3, 2019, the B2P Supplier Portal goes live. In anticipation of this transition, the Oracle Vendor Request Form will sunset on Tuesday May 28th. All vendor adds, updates, and reactivations, along with all supporting documentation, must be received by the central Vendor Setup team by 4 p.m. on Tuesday May 28, 2019. After this date, vendor requests must be submitted via the B2P Supplier Portal beginning Monday June 3rd.

After 5/28, users with access to the Vendor Request Form will no longer see the Vendor Request Main Menu option in Oracle Financials. For users who are granted application permissions by their Authorized Requestors to request new suppliers and request supplier updates, the Supplier Portal link will be found on the HUIT Financials Systems Applications page: HUIT Financial Systems Applications under the Buy-to-Pay section called Supplier Portal (Jaggaer Total Supplier Management system).... Read more about Buy-to-Pay Supplier Portal Go-Live

Buy-to-Pay Supplier Portal Go-Live

March 14, 2019

Beginning Monday April 29, 2019 the B2P Supplier Portal goes live. In anticipation of this transition, the Oracle Vendor Request Form will sunset on Wednesday April 24th. All vendor adds, updates, and reactivations, along with all supporting documentation, must be received by the central Vendor Setup team by 4 p.m. on Wednesday April 24, 2019. After this date, vendor requests must be submitted via the B2P Supplier Portal beginning Monday April 29th.

 

For questions and further guidance, please visit the B2P page located here or contact the Vendor Set-Up team at vendorsetup_ufs@harvard.edu.

 

For more information on the Buy-to-Pay project (B2P) visit this eNews publication here.

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

Contract Review Training from Strategic Procurement Contracts Team

December 13, 2018

If you need help reviewing vendor contracts, the Strategic Procurement Contracts Team is available to assist with contract review courses for Harvard staff.

The two courses below cover similar material, but with a different focus.

Basic Contract Review Training

Basic training on how to contract with vendors. Covers general legal concepts, Harvard-specific policies and concerns, and how to use Harvard contracts templates or work with vendor documents.

Attendees who complete this course should be able to handle basic contracts on their own and know when to seek further assistance.

This course is intended for staff who have no (or only limited) contracting experience.

... Read more about Contract Review Training from Strategic Procurement Contracts Team