Policies & Guidance

 

LINKS TO POLICIES & GUIDANCE ON OTHER HARVARD WEBSITES: 

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TOPIC

University Policy

University Guidance & Info

HSPH Policy

HSPH Guidance & Info

Other Resource

Academic Service Centers

 

 

 

 

Approval: Administrative & Clerical Salaries

 

 

 

Approval: Biohazards

 

NE VS NG

TRANSFER IN & OUT

 

Approval: Cost Sharing

Job Aids:

 

Approval: Financial Conflict of Interest (fCOI)

   

Forms:

Approval: Human Subjects (IRB)

 

Approval: Participation Agreements

 

Approval: Vertebrate Animals (IACUC)

 

 

At-Risk Accounts

 

(also see “Pre-Award Spending”)

 

 

 

Award Acceptance/Receipt and Setup

 

(also see “At-Risk Accounts”)

 

 

Award Management

 

(also see “Expenditures on Sponsored Awards”)

 

 

Award Closeout

 

Award Transfer/PI Transfer (Relinquishing/Transferring Institutions)

 

 

 

 

Bank Accounts

 

 

 

 

Billing Agreements

   

Agreement Templates:

Budgets

 

(also see “Indirect Costs (IDC), Fringe, and Facilities and Administration (F&A) Rates”)

 

 

Non-Federal IDC Budget Tools

Business Expense Reimbursements

 

(also see “Expenditures on Sponsored Awards”)

 

 

Chart of Accounts (CoA)

   

Change in Tub or Org

 

 

 

 

Commitments and Contingencies

 

 

 

 

Compliance and Research Integrity

 

Conferences/Seminars for Staff

 

 

 

COVID-19/Coronavirus

 

Cost Transfer

 

 

Credit Card Payments

 

   

Data and Research Security

 

(also see “Data Use Agreements (DUA)” and “Export Controls” and “Office of Technology Development (OTD) and Intellectual Property (IP)”)

 

Data Use Agreements (DUA)

 

(also see “Data and Research Security” and “Export Controls”)

 

 

Effort Reporting

Equipment & Capital Assets

 

eRA Commons

 

(also see “NIH Awards” and “NIH Proposals and ASSIST”)

 

 

 

Events Sponsored by For-Profit Entities

 

 

 

 

Expenditures on Sponsored Awards and Responsibilities of Purchasers, Preparers and Approvers (ROPPA)

 

Export Controls

 

(also see “Foreign/International Research”)

 

Fellowships, Postdocs, & Students

 

 

Financial Systems Access

 

 

 

Fixed Price Sponsored Awards

 

 

Foreign/International Research

 

(also see “Export Controls”)

 

 

GMAS

 

 

GMAS Non-Financial Reports

 

 

 

 

GMAS Research Team

 

 

Award Classification (Gift vs. Sponsored Research vs. Non-Federal)

Harvard Analytics and Reporting Tool (HART)

 

(formerly known as Oracle Business Intelligence (OBI))

 

 

 

Harvard Use of Names and Insignia and School Name

 

(also see “Office of Technology Development (OTD) and Intellectual Property (IP)”)

 

Indirect Costs (IDC), Fringe, and Facilities and Administration (F&A) Rates

 

(also see “Budgets”)

 

Non-Federal IDC Budget Tools

Interest Income Paid on Non-Federal Sponsored Funds

 

 

 

 

Internal Billing Transactions

 

 

 

 

Interfaculty Involvement (IFI)

 

(also see “Part of Accounts”)

 

 

Internal Transfers

 

 

 

 

Listservs & Blogs

 

 

NIH Awards

 

(also see “eRA Commons”)

[NIH Policies]

[NIH Guidance & Info]

 

NIH Proposals and ASSIST

 

(also see “eRA Commons” and “NIH Awards” and “Proposals for Harvard Chan School”)

[ASSIST Info]

[NIH Annotated Forms]

 

NSF Awards

 

 

 

 

No Cost Extension (NCE)

 

 

Office of Financial Services (OFS)

 

 

 

 

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Office of Sponsored Programs (OSP)

Award Lifecycle:

 

 

 

Office of Technology Development (OTD) and Intellectual Property (IP)

 

 

(OTD: Industry Sponsored Research Awards. IP: Inventions, Patents, Material Transfer, and Copyrights)

 

Other Support

 

(also see “Research Team”)

 

 

 

Part of Accounts

 

(also see “Interfaculty Involvement (IFI)”)

 

 

 

Petty Cash

 

 

 

 

PI Dashboard

 

 

 

 

PI Eligibility

 

Pre-Award Spending

 

(also see “At-Risk Accounts”)

 

 

 

 

Procurement (B2P & HCOM)

 

HCOM Quick References:

Program Income

 

 

 

 

Proposals for Harvard Chan School

 

(also see “eRA Commons” and “NIH Awards” and “NIH Proposals and ASSIST”)

 

Provost Review Criteria

 

 

Publications

 

 

Reserves for Bad Debt

 

 

 

 

Restricted Fund Spending Compliance

 

 

 

 

Revenue Recognition

 

 

 

 

Short-Term Operating Advances

 

 

 

 

Small Business Innovation Research (SBIR) and (STTR) Collaborations

 

 

 

Special Pay on Sponsored Awards

 

(Parental and Medical Leave, Severance, and Vacation Time)

 

Subaward, Consulting, Independent Contracting, & Service Agreements

 

Subrecipient Monitoring

 

 

Tax Compliance for External Revenue-Generating Activities in the U.S.

 

(also known as Unrelated Business Income Tax (UBIT))

 

 

 

 

Travel

 

(also see “Business Expense Reimbursements” and “Expenditures on Sponsored Awards”)

   

Wasabi

 

 

 

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