What's New

Quick Reference: Financial Policy Summaries

03/25/21 - Responsibilities of Purchasers, Preparers, and Approers (ROPPA) Brown Bag Session Slide Deck
03/01/21 - Revised Responsibilities of Purchasers, Preparers, and Approvers (ROPPA) Policy
01/22/21 - Payments to Foreign Entities and Foreign Individuals in B2P Session Slide Deck
01/01/21 - Revised Procurement Policy
12/01/20 - Independent Contractor Web Based Training
10/09/20 - Timing and Processing of Student Worker Travel Expenses
01/21/20 - Payment Categories and Hiring Methods if Classified as an Employee
11/12/19 - Tax Implications for Moving, Recruiting, Visas and Related Expenses
10/01/19 - Air Travel Guidelines at a Glance

COVID-19 Updates:
Harvard Main Coronavirus Website
Cash Receipts Guidelines
Construction Closing Costs for Suspended Construction Projects due to COVID-19
Guidance Regarding Independent Contractor Policy Requirements
Guidance Regarding I-9 Collection
GLACIER Submission Guidance (Secure Upload)
Internal Controls (Key Controls) Guidance
Inventory - FY20 Extension Memo 9/8/2020
Invoice Payment Guidelines
Payroll and NRA Emergency Operations Changes
Reimbursement Expenses for Remote Work - Business Expense Policy
Sponsored Expenses FAQ
Travel Guidance Effective 05/15/21 - Updated 05/17/21


Recent Additions

10/01/19 - Independent Contractor Classification PI/Researcher Guide
09/26/19 - Slides for 10/26/19 Supplier Onboarding Process Session
08/22/19 - Slides from 8/22/19 Back to School Policy Refresher
7/1/2019 - Revised Independent Contractor Policy effective 7/1/2019
12/18/18 - Slides from 12/18/18 Software Accounting Policy Information Session
Financial Management of Property, Plant and Equipment - updated 7/1/18
10/01/17 - Bank Accounts Policy has been updated
10/01/17 - DUNS, Tax ID and EIN Numbers FAQ


Online ROPPA Training (Responsibilities of Purchasers, Preparers and Approvers Policy)

Informational Brochure: Reference Guide for Purchasers

Sponsored Travel Policy Update Brochure

 

 

Upcoming Policy Events

2021 Jul 09

Equifax Electronic I-9 Training - Pilot Schools / Units Only

Repeats every 2 weeks every Friday until Fri Dec 31 2021 except Fri Jun 25 2021.
10:00am to 11:30am

Location: 

https://harvard.zoom.us/meeting/register/tJMtde2rrzIqHNxNTZMApHaT4GJlnv_Q2JBv

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2021 Jul 22

Performer Object Codes Brown Bag Session

11:00am to 12:15pm

Location: 

https://harvard.zoom.us/meeting/register/tJ0uduurrDItGNPG8RAc2yUMj-l22GehJYst

Confused about how and when someone might be assessed the Massachusetts performers tax? Unsure what object code to use for a performer inside or outside of Massachusetts or when an exception may apply? Want to know when something is considered an honoraria? ...

Read more about Performer Object Codes Brown Bag Session
2021 Jul 23

Equifax Electronic I-9 Training - Pilot Schools / Units Only

10:00am to 11:30am

Location: 

https://harvard.zoom.us/meeting/register/tJMtde2rrzIqHNxNTZMApHaT4GJlnv_Q2JBv

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2021 Aug 06

Equifax Electronic I-9 Training - Pilot Schools / Units Only

10:00am to 11:30am

Location: 

https://harvard.zoom.us/meeting/register/tJMtde2rrzIqHNxNTZMApHaT4GJlnv_Q2JBv

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only