A. Purpose and Objective, The Administrative Standards for the Capital Planning, Land, and Facilities Use Policy (Doc. T93-122), as amended on July 19, 2023, includes a capital investment screening process for all new capital projects or major renovations. The objective of the screening process is to determine the potential suitability of alternative delivery and procurement for capital projects being put forth for…, B. Process Overview, The screening checklist should be completed by the proposing Campus and approved by the Vice Chancellor for each capital project that is being proposed for capital project approval, with guidance issued by UMPO. The Campus may work in collaboration with the UMPO in completing the checklist, but in all cases must submit the checklist to the UMPO for review in preparation for the Board of Trustees…, C. Scoring Overview, The screening checklist is comprised of the following sections: Section 1: Campus Narrative/Project Need Statement; Section 2: five (5) Technical Considerations; and Section 3: two (2) Commercial/Financial/Legal considerations. The Campus is responsible for completing the Campus Narrative section and indicating, by use of an “X,” whether “Low/Medium/High” applies across each of the seven (7)…, D. Scoring Guidance, The following guidance can be referenced when evaluating each of the seven (7) checklist considerations. Category Consideration Guidance Complexity The expected complexity of the project design and construction. High complexity could be the development of multiple assets and/or programmatic use types that drive a need for multiple architectural, engineering, and/or construction firms with…, Alternative Delivery Screening Checklist, Section 1: Project Overview and Campus Narrative, If the project is not approved as part of the Capital Plan, the Campus should explain why it would like the project to be considered in the first instance and for alternative delivery. Question Yes No Is the Project currently envisioned as part of the Campus master plan? Is the Project currently approved as part of the five-year capital plan? Does the proposed capital investment address…, Business Case:, Provide an overview of the business case for the project, including, but not limited to, the following information: project description, summary program, estimated budget, anticipated funding source(s), and anticipated project completion date., Campus Narrative:, Relationship to Academic Goals: How does the capital investment assist the Campus with meeting its academic goals and objectives? Will the capital investment impact the Campus annual indicators in the areas of academic quality, access and affordability, student success and satisfaction, service to the Commonwealth, and/or financial health?, Campus Narrative: , Preferred Delivery Approach: Has the Campus determined a preferred project delivery approach (i.e., traditional or alternative procurement?) Why does the Campus wish to utilize this preferred approach? If no preferred project delivery approach has been determined, please indicate what further analysis will be necessary in collaboration with the Office of the President and UMBA., Campus Narrative:, Section 2: Technical Score, Insert an “X” in either the “Low/Medium/High” boxes for each statement. The Score column is to be completed by the President’s Office. Question No. Considerations – Technical Low Medium High Score 1 The expected complexity of the project design and construction. [X] 2 The University’s desire to leverage private sector innovation and provide flexibility with respect to the program, design,…, Section 3: Financial, Insert an “X” in either the “Yes” or “No” box for each question. Question No. Considerations – Commercial/Financial/Legal No Yes Score 6 Is the project capital cost expected to be at least $50 million? [X] 7 Is there a significant non-governmental funding source for the project, i.e. student fees, rates and charges? [X] , Total Commercial/Financial/Legal Score: , Section 4: Recommendation, To be completed by the President’s Office, Recommend for Alternative Delivery Options Analysis?, (Yes/No)
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If it is determined that alternative delivery is a feasible delivery option, an options analysis (“Options Analysis”) of one or more alternative delivery approaches as compared to the traditional delivery approach would be conducted, focusing on qualitative considerations and quantitative results. The timeline for completion is +/- 2 months. The Options Analysis allows for the evaluation of…, Doc. T93-122, as amended | Capital Planning, Land and Facilities Use Policy, Passed by the Board of Trustees on December 1, 1993 Revised: August 7, 2002 November 16, 2005 June 10, 2009 June 18, 2014 December 13, 2018
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Doc. T94-023, as amended, Passed by the Board of Trustees on April 6, 1994 Latest revision: December 12, 2023 This policy amends the “Personnel Policy for Non-Unit Staff (T94-023), it rescinds the “Reduction in Force Policy, Non-Unit Staff: Amherst, Boston, Dartmouth, Lowell and the President’s Office”.
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The following Policy shall apply to members of the non-unit professional and classified staff who are employed part-time or full-time in regular positions, whether funded from state appropriations or continuing trust funds (i.e., trust funds without a terminal date), excluding the President, the Chancellors, and certain Athletic Coaches. The President shall have authority to implement and…, A. Compliance with Law and Regulations and University Policies, The University and its employees will comply with all applicable federal and state employment laws and regulations, including, without limitation, M.G.L Chapter 268A and 268B, and including any related post-employment reporting obligations, as well as all additional disclosure requirements set out in any Administrative Standards promulgated by the President pursuant to this Policy as well as any…, B. Employment Status, Non-unit University employees serve at the pleasure of the Board of Trustees, acting by and through the President or Chancellor, and are, therefore, employees “at will”: the University or the employee may terminate the employment relationship at any time, with or without cause, and with or without notice, subject to the provisions contained in ¶¶ I(C), (D), and (E) below., C. Employment Contracts, Notwithstanding ¶ I(B), above, with the approval of the President, non-unit University employees may be appointed pursuant to a contract of employment, not to exceed 3 years; provided that any such contract of employment is expressly conditioned upon continued satisfactory performance, adherence to applicable state and federal laws and regulations and University policies, the availability of…, D. Termination from University Employment for Reasons Other than Cause, Except for terminations for cause and termination of non-unit University employees funded through external funds, the University will provide notice of termination from University employment, or, at the discretion of the University, payment in lieu of notice, in accordance with the Administrative Standards that are issued to implement this Policy., E. Termination for Cause, Prior to terminating an non-unit employee for cause, the University will give the employee notice and an opportunity to respond to the basis for the termination.
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The University shall conduct a performance review at least once annually for all non-unit employees (which is in addition to and may not be a substitute for T93-080, Policy on the Review and Evaluation of Senior Administrators).
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Non-unit employees may be eligible for professional improvement leave in cases where it can be clearly demonstrated that such leave will result in a specific benefit to the University, in accordance with the Administrative Standards that are issued to implement this Policy.
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The Board of Trustees shall have the authority to approve non-unit wage adjustments applicable to the non-unit employees as a whole. The President shall have the authority to approve salaries for individual non-unit positions in the President’s Office. In addition, the President may establish a merit salary program for non-unit employees or grant bonus pay to certain non-unit employees within the…
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Additional compensation is paid to a non-unit employee, over and above their regular rate of pay, to compensate the non-unit employee for performing additional duties for the benefit of the University that exceeds their regular job duties and are outside the scope of their job description. These additional duties must be performed in addition to, and not in place of, the employee’s regular duties…
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Non-unit employees who are employed on a 52 week schedule may request a 43 week schedule with a 15 percent reduction in base annual salary. Similarly, those non-unit employees on a 43 week schedule may request a 52 week schedule with a 15 percent increase in base annual salary. All such requests are subject to approval by the President or Chancellor, or their respective designee. In certain…
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In accordance with the authority vested in the University Board of Trustees, as such authority may be supplemented by the provisions of Chapter 163 of the Acts of 1997, the President shall have the authority to establish, approve and amend an alternative program of employee fringe benefits including, but not limited to compensated absences, industrial accident coverage, and group insurance…
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