Dear Concur Delegate, 

On October 6, 2023, the Office of the Controller and Strategic Procurement have released a University-Issued Card Policy. The policy has a University-wide effective date of 01/01/2024, but individual Schools and Units may adopt this policy sooner.

This new policy formalizes and combines previously existing policies, processes, and practices into one policy which will be helpful for cardholders and card administrators as well as those that prepare, approver and oversee cards that are issued by Harvard. 

Key features of the policy:

• Applies to all University-issued cards (corporate, PCard, Department Card, etc.).
• Formalizes and combines previously existing policies, processes, and practices into one policy.
• Documents roles and responsibilities of cardholders, expense preparers and approvers, Tub/Unit Card Program Administrators, and Finance Offices.
• Describes appropriate and inappropriate use of Harvard-issued cards.
• Empowers Schools and Units to take disciplinary action for cardholders who do not comply with the policy. 
• The policy emphasizes that University-issued cards are not to be used for personal use (which has always been part of the cardholder agreement). 

Please contact your local finance office with any questions.

Office of the Controller, Financial Policy Office

Strategic Procurement, Travel and Card Services

Stacey M Clifton, CCTE, GTP, GLP