ITCRB Funding Process
Contents
Overview
The ITCRB Funding Process provides multi-year funding for information technology projects that advance the University’s administrative, research, and teaching and learning priorities. The ITCRB and Small Ask program team manages the process, including technical and security reviews, and supports proposal and project teams and sponsors with guidance on requirements, timelines, and available resources.
A call for proposals is typically issued each fall, aligned with multi-year technology and functional area planning for the coming fiscal year. Proposals, and their accompanying budgets, undergo a rigorous development process that includes community engagement and feedback, review by the Project Review Committee (PRC), and final evaluation by the Information Technology Capital Review Board (ITCRB).
The ITCRB makes award recommendations to the Executive Vice President (EVP) based on available funds and alignment with University priorities. After EVP approval, funding becomes available at the start of the next fiscal year.
For more information, contact the ITCRB and Small Ask program at OTSP@harvard.edu.
Projects reviewed by the ITCRB represent many of the highest IT priorities at the University. In order to be considered for funding, a project must meet the following four criteria:
- Support an enterprise-wide administrative or academic process
- Create a new capability or extend functionality, including major upgrades of purchased software
- Be valued at $250K or more
- Be endorsed by a vice president, vice provost, administrative dean, School dean, or School CIO
In short, ITCRB-funded projects are mission-critical. Mission-critical projects that do not meet the $250K threshold go through the Small Ask funding proposal process.
Proposal teams participate in a robust process through which proposals are developed, refined, and evaluated. The ITCRB and Small Ask program team manages this process and supports proposal teams and sponsors through each phase. Proposals are reviewed by the Project Review Committee (PRC) and Information Technology Capital Review Board (ITCRB) for strategic alignment, business priority, and project readiness. Funding decisions are typically available in June.
For milestone dates, see the Timeline section. ITCRB proposal teams typically follow these steps:
- Submit a preliminary proposal using the provided template
- Complete an online project survey
- Present to and answer questions from the IT Capital Review Board (ITCRB)
- Projects cleared to advance in the proposal process continue with additional proposal deliverables; deferred or denied proposals do not continue
- Participate in the ITCRB Town Hall to share proposal information and potential impacts to stakeholders across the University
- Participate in the Quality Review consultation with technical and functional groups
- Submit initial versions of the full proposal and budget using provided templates
- Present to and answer questions from the Project Review Committee (PRC)
- Revise the proposal and budget based on PRC feedback and submit final version
- Present final proposal to the ITCRB
- If funding is approved: comply with funding stipulations, submit monthly status reports, and follow change request processes as needed
FY28 ITCRB Funding Cycle Proposal Templates
- FY28 ITCRB Proposal Cycle Project Survey
- Download a copy of the FY28 ITCRB preliminary proposal template
- Download a copy of the FY28 ITCRB full proposal template
- FY28 ITCRB budget template available in July 2026
Guides
- ITCRB Proposal Cycle - Guide to Deliverables
- Session materials: Introduction to the ITCRB and Small Ask funding programs and FY28 proposal cycle (materials available after session on 7/22/26)
- Session materials: FY28 ITCRB proposal cycle overview (materials available after session on 10/7/26)
- Session materials: ITCRB proposal and budget development overview (materials available after session on 12/1/26)
Active Project Forms and Templates
- ITCRB Change and Funds Rollover Request Policy and Form
- ITCRB and Small Ask Completion Report template
Office Hours
ITCRB and Small Ask Office Hours are held at key points throughout proposal cycle. Invitations are sent to the ITCRB-PMs email group and by request to interested colleagues.
Contact
Email the ITCRB and Small Ask program at OTSP@harvard.edu for questions, support, and planning conversations.
Join and ask questions in the #itcrb-participants Slack channel and the ITCRB-PMs email group. Please contact the program team if you would like to be added to these groups.
IT Capital Review Board
The IT Capital Review Board (ITCRB) serves at the pleasure of the University's Executive Vice President (EVP). Chaired by the Vice President and University Chief Information Officer, the ITCRB is composed of a representative group of senior leaders from across the University, including vice presidents, vice provosts, and administrative deans in the schools. The ITCRB has the purview over the multi-year outlook and priorities for the ITCRB fund which includes contributions from Harvard’s Central Administration and the Schools and units.
The ITCRB meets throughout the year to review multi-year technology plans and project funding requests. As part of project review, the Board uses a Harvard-wide lens to balance risks, priorities, benefits, and tradeoffs and prepares funding recommendations for the EVP. At its discretion, the ITCRB also reviews project updates and status reports as well as project close-out reports for completed projects. The ITCRB provides annual summary reports to the vice presidents, administrative deans, finance deans, and the CIO Council. The Small Ask Subcommittee reviews projects in the Small Ask pool. While the ITCRB is mainly involved with the annual IT capital process, the Board may also be called upon to review and approve funding release for any projects with implementation budgets greater than $2M.
The ITCRB and Small Ask program lead staffs the ITCRB.
Project Review Committee
The Project Review Committee (PRC) is integral to the IT Capital Funding process. The PRC draws its membership from across the University and includes both technical experts and academic and administrative leaders from within the Central Administration and the schools.
During the annual IT project proposal process, the PRC reviews project proposals prior to the ITCRB portfolio review. Through its guidance it helps to maximize each project's success by ensuring each project has developed a well-defined business value statement (business case); completed an appropriate level of planning and estimating; included cost estimates that are in line with the project scope; and engaged with the right stakeholders. The PRC provides feedback to proposal teams and recommendations to the ITCRB. The PRC also reviews Small Ask proposals and provides recommendations to the Small Ask Subcommittee of the ITCRB.
The ITCRB and Small Ask program lead staffs the PRC.