Planning & prior-year review
Scope the FY27 base year, review the three standing rate agreements as context, close the FY18 consultant watchlist and the source-data inventory.
1 Jul – 31 Aug 2026
100%
Excel not connected — using local board. Connect Microsoft Excel in Lovable Connectors.
Dashboard
FY27 F&A command center
One Harvard CRIS model and one institutional filing to DHHS-CAS. University Area, HMS, and Chan remain visible as detail segments, not separate applicants.
13
Outstanding
2
Completed
6
Late
0
Blocked
Filter by owner
Nine-phase program
21 shown
| Remove | |||||
|---|---|---|---|---|---|
Timeline
Nine phases through December 2027
The base year runs 1 July 2026 through 30 June 2027. Phase progress remains fixed to the approved program plan.
May 2026 – Dec 2027
Week of 14 Sep 2026
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FY26 → FY27 base year → FY28 prep
P1 Planning & prior-year review
100%
P2 Configure CRIS & load Q1–Q2
10%
P3 Financial & compliance scrubs
0%
P4 Space by function (ASF)
0%
P5 Central services allocations
0%
P6 Admin pools by rate area
0%
P7 Final FY27 load & recon
0%
P8 Interest, depreciation, facilities, library
0%
P9 Review, lock, extension call
0%
Configure CRIS & load Q1–Q2
Clone the prior model, stand up staging, load CoA / dept / payroll for the first two quarters. 6-month CRIS model due 28 Feb 2027.
1 Sep 2026 – 28 Feb 2027
10%
Financial & compliance scrubs
Unallowables, exclusions, transfers. Clean-data narrative due 30 Jun 2027.
1 Oct 2026 – 30 Apr 2027
0%
Space by function (ASF)
Functional-use survey and ASF assignment by rate area; Maureen space file feeds this.
through 31 Oct 2027
0%
Central services allocations
Step-down of central service centers to benefiting functions, with documented bases.
1 Mar – 30 Sep 2027
0%
Admin pools by rate area
General, departmental and sponsored-projects administration pools per rate area.
1 Apr – 31 Jul 2027
0%
Final FY27 load & recon
Full-year load, tie-out to the audited statements, variance explanations.
1 Jul – 15 Oct 2027
0%
Interest, depreciation, facilities, library
Building and equipment depreciation, interest, O&M and library cost components.
1 Sep – 15 Oct 2027
0%
Review, lock, extension call
Internal review, model lock, negotiation package to DHHS Cost Allocation Services, 90-day CAS extension decision.
1 Oct – 18 Dec 2027
0%
Team
Five accountable seats
Each seat has a defined role and boundary in the institutional build.
CG
Charlotte Gallant
Scope & lock
Does
- Sets and changes phase end dates
- Signs off central services allocations
- Declares the model locked
Does not
- Build CRIS loads
- Decide the 90-day CAS extension
- Assign space by function
MP
Monica Patel
CRIS model
Does
- Clones and configures the FY27 base-year model
- Runs CoA / dept / payroll pulls and rollups
- Delivers the 6-month model 28 Feb 2027
Does not
- Change phase end dates
- Approve allocation policy
- Negotiate with DHHS
TT
Thanh Tran
Space
Does
- Owns the Maureen space-file request (31 Oct 2026)
- Functional-use survey and ASF by rate area
- Facilities inputs for Phase 8
Does not
- Touch payroll data
- Set pool structures
- Lock the model
CA
Cost Analyst
Scrubs & pools
Does
- Financial and compliance scrubs
- Builds admin pools by rate area
- Full-year reconciliation with Monica
Does not
- Own the calendar
- Sign off allocations
- Answer DHHS directly
RT
OSP F&A Rate Team
Policy & negotiation
Does
- Closes the FY18 / consultant watchlist
- Owns treatment policy questions
- Carries the negotiation package to Cost Allocation Services
Does not
- Edit the CRIS model
- Change phase end dates
- Collect space data
Documents
Working document register
Document statuses use the same live board and update the Dashboard immediately.
11 shown
Rules
Controls for one Harvard filing
Harvard is the single applicant to DHHS-CAS. FAS / University Area, HMS, and Chan are detailed segments inside one Harvard CRIS model. School, tub, building, function, and object-code structure must remain visible.
One model, full detail
Do not blend away school structure and do not treat the three standing rate areas as separate applicants.
Scope and lock
Charlotte Gallant owns phase dates and the final model lock. OSP Leadership owns the 90-day extension decision.
CAS standards
Build and reconcile the proposal under CAS 501, 502, 505, and 506, with treatment decisions documented in the workpapers.
Financial statement bridge
Reconcile CRIS to Harvard audited financial statements, then bridge into pools rather than creating three mini-universities.
Current live awards
June 2026 University Area, HMS, and Chan award letters remain in force on live awards until a new agreement is signed.
Downloads
Schedule files
FY27 base-year schedule in three formats. In Project Plan 365 use File → Import → Import from XML, then Save As .mpp.
FY27_FA_Base_Year.xml
Microsoft Project XML · import, then Save As .mpp
FY27_FA_Base_Year.mpx
Microsoft Project interchange · legacy MPX import
FY27_FA_Base_Year_PP365.xlsx
Excel workbook of the same schedule for Project Plan 365