The HMS Office of Financial Operations & Analysis (FOA) has as its general responsibility, stewardship of the financial resources of the Faculty of Medicine, including Harvard Medical School, Harvard School of Dental Medicine and several related subsidiaries.

The major activities which express this responsibility include strategic financial planning, directing the School's budget to its highest priorities, maximizing indirect cost recovery, maximizing the benefit of donations to the School, and compliance with appropriate restrictions arising from accounting rules or donor intent.

In collaboration with Harvard University, FOA guides and supports members of the HMS community who have financial management responsibilities by providing training, user support, financial system access and implementation and guidance on financial policies and procedures.

Please click on one of the topics below for further information:

Accounting
Information on Accounting service areas:

Affiliate Account Administration
American Express Corporate Card Program
Cash Management
Chart of Accounts Values and Requests
Documentation Retention for Financial Transactions
Financial Dean Exception Requests
Financial Systems Access and Guide
Financial System Training and Registration
General Ledger Close Schedule
Internal Billing Guide
PCard Policies & Procedures
Petty Cash Policies and Procedures
Policies & Procedures
Printing Preferred Partnerships
Travel Partnerships
Vendor Preferred Partnerships

Budget & Analysis
Information and guidelines on the AY04 budget process. Includes information on salary ranges and staffing and position management.

Cost Analysis
Information on cost sharing and cost transfer issues, effort reporting and salary certification, F&A rates, federal regulations, oversight of service centers and space reporting.

Financial Systems
Guide to financial systems, and information on how to request access to the financial systems.

Forms
Link to Web Voucher, General Ledger, and Payroll forms.

Funds
Information on gift, endowment, and unrestricted designated funds.

General Ledger Close Schedule
Monthly and AY03 year-end close schedules and deadlines.

News & Archives
FOA's breaking news and bulletins, and links to FAD e-News and Travel Office news.

Policies
HMS-specific, Travel & Reimbursement, and University-wide financial policies.

Training & Orientation
Financial system course schedules and descriptions, registration procedures and orientation information.