- Academic Appointment-related Forms
- Advance Account (Pin-enabled)
- Award Setup Checklist and Award Allocation Chart
- Billing Agreement Template - Salaries
- Billing Agreement Template Amendment-Salary
- Billing Agreement Template - Trainees
- Billing Agreement Template Amendment-Trainees
- Check Inquiry Request
- Conflict of Interest Disclosure Statement (COI) (Pin-enabled)
- Cost Transfer Form
- Debarment Certification Form (Pin-enabled)
- Direct Deposit Form
- Disposal Request Form
- EPA Form 5700-52A
- Equipment-related Forms
- Effort - Request for Faculty Effort Exception
- Financial Applications Request Form (SPH Security Form)
- Fixed Price Award Residual Balance Transfer Form
- Harvard Charter
- Human Resources (HR) Forms & Resources
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Independent Contractor (IC) or Consultants
- Independent Contractor Exceptions Attestation Form
- Independent Contractor Questionnaire (ICQ)
- Start Here: Harvard Chan School Independent Contractor Process and Workflow
- Vendor and Independent Contractor Chart Guide 04/2020
- Independent Contractor Policy Refresher 04/2020
- Revised Independent Contractor Policy Training-Register through HTP
- A one-page quick guide for Principal Investigators and Researchers
- Independent Contractor Policy and Questionnaire-7/1/2019
- Harvard Chan School Independent Contractors Procedures
- SPH Approval Form for Short Term Engagements Less than $3K
- HU IC Short Form Consulting Agreement Less than $50K
- HU IC Long Form Consulting Agreement $50K or more
- Guidance on Honorariums
- Model Speaker Consent Form for Audio/Video Recordings
- Model Speaker Consent Form for NO Audio/Video Recordings
- Harvard Global Support Services Website
- Harvard Contingent Worker System Resources – FieldGlass (YOH)
- Instructions on How to Setup a Person of Interest (POI) in MIDAS
- Harvard Chan School POI Policy Memo
- List of POI Authorized Requestors-Department Administrators
- Late Proposal Notification Form
- New Sponsor Approval Form
- Non-Federal IDC Budget Tool (One-Page) (accompanying Business Process)
- Non-Federal IDC Budget Tool (Full Version) (accompanying Business Process)
- OAIR/fCOI-related Forms
- Participation Agreement
- Participation Agreement - Visitors
- Payment Authorization Form (PAF)
- PI Eligibility Waiver Form
- PI Eligibility Overview (checklist)
- Application/Proposal Transmittal Form (via GMAS – PIN -enabled)
- Internal Routing Form for Awards Made from Funding Sources Internal to Harvard
- Proposal Submission Deadline Notification (email sent to PI)
- Quick Reference Faculty/Academic/Staff: Position, Job Code Fringe FY21
- Statement of Intent Form (SOI)
- Submission Calculator
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Tax-related Forms
- W-9 (Request for taxpayer ID number and certification)
- ST-2 (MA certificate of exemption)
- ST-5 (MA sales tax exempt purchaser certificate)
- ST-5C (MA contractor's sales tax exempt purchase certificate)
- 501 (C)(3) (federal tax exemption letter) - CURRENT
- 501 (C)(3) (federal tax exemption letter) - (historical 2001)
- 501 (C)(3) (federal tax exemption letter) - (historical 1979)
- 501 (C)(3) (federal tax exemption letter) - (historical 1967)
- Travel-related Forms
- UPAS – University Prior Payment Approval System (PIN-enabled)
- Vendor Justification Form (VJF) (Pin-enabled)
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