Office of Finance

HMS Office of Finance

Welcome to the Office of Finance Website!

Please join us for an OBI Financial Reporting Update

Tuesday, February 28, 2017

9:30 – 10:30 AM

Cannon Room, Building C 114

During this session we will discuss the timeline for rolling out the remaining OBI financial dashboards, as well as the final decommissioning of the CREW reporting system.  We will also review the current security matrix, and demonstrate the detail listing dashboard. 

For questions related to the OBI rollout, please contact Cheryl O'Toole at 617-432-5633 or

Responsibilities of Purchasers, Preparers and Approvers (ROPPA) Policy effective March 1, 2016.

The Responsibilities of Purchasers, Preparers and Approvers Policy (ROPPA) became effective on March 1st.  This is a revision of the previous Stewardship Policy and provides guidance to those making purchases with Harvard funds and to those preparing and approving transactions with Harvard funds.  This includes individuals who hold Corporate or P-cards, process web reimbursements, transact in HCOM, as well as those who sign invoices or negotiate quotes with vendors.

Attached please find a brochure which addresses some of the highlights of the policy. 

Important new requirements to note:  A Harvard Training Portal has been developed which is approximately 20 minutes in length.  This training module will be mandatory for new employees prior to their receiving access to HCOM, Web-reimbursement, Corporate or P-cards beginning May 1st.  At the medical school we will also be implementing an annual certification process for all users of those procurement tools, which will be based on the checklist items addressed in the policy appendix and will coincide with the beginning of the fiscal year. 

Questions may be directed to Cheryl O’Toole at cheryl_o’

Finance Events