Doc. T11-069, Passed by the Board of Trustees on September 28, 2011 Fundraising reports to the Advancement Committee of the University of Massachusetts Board of Trustees rely to a large degree on the Reporting Standards developed by the Council for Advancement and Support of Education (CASE). The definitions below are largely an adaption of those found in the CASE Reporting Standards. The University of…, New Cash Gifts: , Outright gifts paid by cash, check, credit card, IRA roll-over, or securities. Excludes all University and State matching funds., New Pledges: , Unconditional pledges and promises to give. Pledges from alumni and friends exclude anticipated matching funds through employers and other 3rd party sources such as donor advised funds and community foundations. All pledges exclude anticipated University and State matching funds. Pledges are generally payable in full within 3-5 years., Pledge Payments: , Payments made in complete or partial fulfillment of recorded current and prior period pledges. 3rd party funds such as employer matching gifts and donor advised funds cannot be used to reduce the pledge balances of alumni and friends. Excludes all University and State matching funds., Private Grants: , Contributions received for either unrestricted or restricted uses that typically come from a corporation, foundation, or other organization, rather than an individual. Specifically excludes all local, state, federal, and foreign government funds, all Indian tribal government funds and enterprises on their behalf, and all revenue that is derived from contract/fee for service work., Life Income Gifts: , Charitable Gift Annuities (CGA), Charitable Remainder Trusts (CRT) (only if UMass is an irrevocable beneficiary), Pooled Income Funds (PIF), shall be recorded at present value on the date the CGA, CRT or PIF is established., Irrevocable Bequest Expectancies:, Provisions in a will, trust, or other testamentary legal document providing a gift to UMass in the future and supported by a legally enforceable contract (irrevocable bequest agreement). May only be reported for donors over the age of 65. Must be reported at present value. Please submit a copy of the irrevocable bequest agreement along with a copy of the will, trust etc. to the UMass Foundation.…, Irrevocable Bequest Payments:, When the gift from an irrevocable bequest expectancy is finally realized/received by the University, it should be recorded in this section. Please record cash value., Bequest Expectancies:, Provisions in a will, trust, or other testamentary legal document providing a gift to UMass. These gifts will be recorded at full face value, but shall be counted below the line for the purpose of showing activity in this important area of development. May only be reported for donors over the age of 65. If the value of the bequest is unknown or cannot be determined, record at $1., Outright Bequest Gifts (Realized Bequests):, Record the dollar amount (cash value) of a gift received from an estate, trust, life insurance policy, retirement plan asset (IRA rollovers should be counted in the cash line), or commercial annuity., Gifts In Kind:, All gifts in kind must be solicited and received with an overriding philanthropic intention. The philanthropic intention must appear at the beginning of the discussion not at the end. Gifts of equipment and software must be counted according to the donor’s educational value not fair market value. Gifts of real and personal property with values in excess of $5000 shall be accompanied by an…, Alumni:, Alumni undergraduate degree, certificate of diploma holders:, Individuals who have an undergraduate degree from the campus., Alumni graduate-only degree, certificate, or diploma holders:, Individuals who have only a graduate degree from the University. Count graduates holding “dual degrees,” both undergraduate and graduate degrees from the campus, in the undergraduate category., Alumni without a degree or diploma:, For the Voluntary Support of Education (VSE) reports, universities/campuses have counted individuals with as little as one semester or even only one degree-credit course with passing grades. For the Board of Trustee reports, the Advancement Committee will not report this category of individuals in the reports. Campuses will report an annual count of alumni donors during the year as part of the…, Students:, Current students actively enrolled in full time degree seeking programs at the campuses. Campuses will report an annual count of all student donors during the fiscal year as part of regular 4th quarter reports.
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Doc. T16-029, Passed by the Board of Trustees on June 15, 2016, Purpose, To establish the essential elements for the codes of student conduct, including standard terms and definitions, expectations of acceptable behavior, and potential consequences for unacceptable conduct reflected in various campus policies and rules; and to require the issuance of standards to be followed by each campus., I. Introduction, In addition to their academic pursuits, students at the University of Massachusetts (the “University”) are expected to be good citizens in their campus community. This requires adherence to standards of behavior and academic accountability set forth by the campus. The codes of student conduct on each campus enable students to understand these obligations. In addition to this Statement of Policy,…, II. Policy Statement, It is the policy of the University that each campus establish a code of student conduct for the purpose of establishing community standards and procedures which foster and protect the academic and civic development of the University’s students in a secure learning environment, maintains reasonable order, and protects the rights of all members of the University community. The codes of student…, III. Responsibilities, The President or designee, in consultation with the General Counsel and the Senior Vice President for Academic Affairs and Student Affairs or designee will issue administrative standards to implement this policy. Each campus’ code of student conduct and related procedures shall comply with the scope of this policy and the standards.
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Doc. T16-040, Passed by the Board of Trustees on September 21, 2016, Purpose, The University of Massachusetts complies with applicable state and federal laws on non-discrimination, harassment, and retaliation including Title IX of the Education Amendments of 1972, Title VII of the Civil Rights Act of 1964, the Violence Against Women Act of 1994, and the Massachusetts anti-discrimination law. This policy states the University’s commitment to assure compliance., I. Introduction, This policy affirms the University of Massachusetts’ (“University’s”) commitment to provide a welcoming and respectful work and educational environment, in which all individuals within the University community may benefit from each other’s experiences and foster mutual respect and appreciation of divergent views. The University will not be tolerant of conduct which violates rights guaranteed by…, II. Policy Statement, The University prohibits unlawful discrimination, harassment (including sexual harassment), and retaliation against anyone based on religion or religious belief, color, race, marital status, veteran or military status, age, sex, gender identity or expression, sexual orientation, national origin, ethnicity, disability, genetic information, or any other legally protected class, in education,…, III. Definitions, For the purposes of this policy, the following definitions apply., Unlawful discrimination, is conduct that is directed at a specific person or persons that subjects them to treatment that adversely affects their employment, application for employment, education, admissions, University benefits, programs, or activities, because of their religion or religious belief, color, race, marital status, veteran or military status, age, sex (including sexual harassment), gender identity or…, Harassment, is conduct by a person or persons against another person or persons based upon their legally protected class that adversely has the effect of: Unreasonably interfering with a person or person’s employment, educational benefits, academic grades or opportunities, or participation in University programs or activities; or Unreasonably interfering with a person or person’s work or academic performance…, Sexual Harassment, is unwelcome conduct of a sexual nature when: Submission to such conduct is made either explicitly or implicitly a term or condition of an individual’s employment, education, or participation in University programs or activities; or Submission to or rejection of such conduct by a person or persons is used as a basis for employment or educational decisions affecting such person or persons, or…, Retaliation, is the interference through intimidation, including threats, coercion, or unlawful discrimination, with an individual’s right or privilege secured under the law [Title IX of the Education Amendments of 1972, Title VII of the Civil Rights Act of 1964, the Violence Against Women Act of 1994, the Massachusetts anti-discrimination laws, or other laws] or interfering with an individual’s right to make…, IV. Responsibilities, Chancellors and the Senior Vice President for Administration & Finance and Treasurer for the President’s Office are directed to disseminate this policy within their communities., V. Standards, The President or designee, in consultation with the General Counsel and Senior Vice President for Administration & Finance and Treasurer, will issue administrative standards to implement this policy. Campuses shall establish campus policies and procedures, within the scope of this policy and the administrative standards.
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Doc. T17-037, Passed by the Board of Trustees on June 20, 2017, Preamble, Whereas shared governance is a set of practices under which the faculty participate in making significant decisions concerning the operation of their institution and encompasses a mechanism for academic staff with training and experience in curriculum, teaching and research to have primary responsibility in academic matters and faculty status; and The principles of shared governance expressed…, Name, This organization shall be known as the Faculty Senate of the University of Massachusetts Dartmouth., A. Authority, The Faculty Senate, in its responsibilities and relationships with other governing components of the Campus and of the University as a whole, shall follow the Board of Trustees' Statement on University Governance (Trustee Document T73-098, as amended), which grants to the Faculty "primary responsibility" in academic matters and faculty status, as defined in that document. In the case of conflict…, B. Role, The Faculty Senate shall be concerned with academic matters and matters relating to the intellectual life of the University of Massachusetts Dartmouth including, but not limited to: Standards and policies for the admission of students, including transfer students. Standards and policies for the granting of honorary degrees and honors awards for students. Standards and policies for awarding a…, C. Composition of the Senate, The membership of the Senate will be defined in the By-laws, but these definitions may not contradict the following principles: Every Academic Department will be a member of a Senate Council as defined in the By-laws. Each Senate Council will be represented by at least one Senator. The Senators representing each Senate Council will be elected by the faculty members therein. There will be members-…, D. Faculty Senate Officers, The President of the Faculty Senate will be elected annually by the members of the Senate from among its members. The duties of the President will be defined in the By-laws. The Secretary of the Faculty Senate will be elected annually by the members of the Senate from among the members of the Steering Committee. The duties of the Secretary will be defined in the By-laws. The Steering Committee…, E. Faculty Senate Committees, The Faculty Senate will have Standing Committees and ad hoc committees, reporting to the Faculty Senate, which will: Consider items related to curriculum, subject matter, the methods and means of instruction, policies regarding research, admissions, libraries, those aspects of student life that relate to the educational process, degree requirements and the granting of degrees, and other items…, F. Constitution and By-laws Amendment Procedures, Amendments to this Constitution will be submitted for referendum by the faculty membership by a vote of a majority of the elected members of the Faculty Senate. All Senators will have an opportunity to cast a vote on amendments to the Constitution. All faculty members eligible to vote in elections to the Faculty Senate will be eligible to vote in a referendum. The Faculty Senate Steering…, G. Procedures for Faculty Senate Recommendations, An item of concern may be brought to the attention of the Faculty Senate through the President of the Senate, its Steering Committee or any Senate Committee. Items may be raised during the course of regular Senate meetings. In all cases where there exists an appropriate University Standing Committee, the items will be sent to it by the Senate President upon receipt of the item. Where no such…
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Doc. T73-098, as amended, Passed by the Board of Trustees on April 4, 1973 Latest revision: February 3, 1993, I. Trustee Policy On University Governance, A. Endorsement of AAUP Statements on Governance, The Board of Trustees has all authority, responsibility, rights, privileges, powers and duties of organization and government of the University of Massachusetts as provided in Chapter 75 of the General Laws of the Commonwealth. Nothing in the following statement shall be taken as contravening that authority or any applicable federal or state law or regulation; anything contravening such authority…, B. Primary Responsibilities In Governance, The Board of Trustees recognizes that while it must exercise general authority over the University, certain components of the University, such as the President’s Office, the campus administrations, and the representative and administrative governing bodies of the faculty and the students have, by virtue of interest, training, and experience, a special concern and competence in certain areas.…, Academic Matters:, By virtue of its professional preparation and its central concern with learning and teaching the faculty will exercise primary responsibility in such academic matters as curriculum, subject matter and methods of instruction, research, admissions, libraries, and other aspects of University life which directly relate to the educational process. Students share this concern and they will be assured…, Faculty Status:, The faculty will have primary responsibility for matters of faculty status, such as appointments, reappointments, promotions, tenure, and salary adjustments. Students will also be assured the opportunity of participating in the evaluation of a faculty member’s effectiveness., Student Affairs:, Students will have primary responsibility for services and activities which are designed primarily to serve students or those which are financed primarily by students, managing student political affairs and organizational matters, and setting standards for student behavior, conduct, and discipline., Planning, Development And Budget:, The President is responsible for exerting educational leadership in the planning and development of the University, both before the Board of Trustees and on the various campuses. He/she shall coordinate the planning and development on the separate campuses, keep current a University master plan, and ensure that all appropriate components of the University have the opportunity to make…, II. Responsibilities, Duties, Functions, And Procedures Of The Board Of Trustees, The President, The Campus Administrators, And The Campus Governing Bodies In University Governance, Consistent with Chapter 15A and pursuant to Chapter 75 of the General Laws of the Commonwealth, the Board of Trustees may establish general policies governing the University. The authority of the Board shall include, but is not limited to, the following specific powers:, A. Board of Trustees, The Trustees will consider, upon the recommendation of the appropriate faculty and student governing bodies and/or other appropriate groups, the academic plans, personnel policies, and admissions policies of each campus and of the University as a whole; plans for the establishment of new campuses, schools, institutes, and colleges, and plans for the closing of already established units and…, B. President Of The University, The President is the principal academic and executive officer of the University. He/she will exercise executive authority over the campuses comprising the University subject to the direction of the Board of Trustees. He/she will serve as chief spokesman and interpreter of the University and represent it to the general public and its representatives. The President will be responsible for…, C. Campus Chancellor, The Chancellor is the chief academic and executive officer of the campus. He/she will exercise executive authority over the campus subject to the direction of the President. He/she will be responsible to the President for administering the various schools, colleges, divisions, departments, and other units on the campus. In the formulation of policy the Chancellor will represent his/her campus to…, D. Campus Governing Bodies, Faculty and students may be organized into governing bodies, such as senates and assemblies, departments, schools, and colleges. The constitutions of the major governing bodies must be approved by the Board of Trustees. When appropriate, governing bodies shall have the privilege of recommending policies and procedures affecting the campus and the University as a whole, including, among others…, E. Implementation, Provision for implementing the foregoing policies and procedures of University governance shall be subject to the approval of the Board of Trustees, F. Approval and Evaluation, The Board of Trustees reserves the right to alter, amend or revoke the foregoing Statement on University Governance, in part or whole, at any time. The Board of Trustees will review the foregoing policies and procedures every five years., Doc. T73-098, as amended | Governance Document, Passed by the Board of Trustees on April 4, 1973 Revised: April 2, 1975 June 1, 1988 February 3, 1993
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Doc. T73-196, as amended, Passed by the Board of Trustees on June 6, 1973 Latest revision: April 12, 2023, 1. Name, The name of this organization shall be the Faculty Senate of the University of Massachusetts at Amherst, hereinafter referred to as the Senate., 2. Authority, The Senate derives its authority from actions by the Board of Trustees approving this Constitution, as provided in Section 3, Chapter 75 of the General Laws of the Commonwealth; The Senate, in its responsibilities and relationships with other governing components of the University, shall be governed by the Board of Trustees’ Statement on University Governance (Trustee Document T73-098, as amended…, 3. Purposes, The purposes of the Senate shall be: To ensure the representation of all faculty members of the campus community in the governance of the Amherst campus and the University as a whole; To discuss and recommend policies affecting the campus and the University as a whole; and To promote faculty participation in the development of policies and procedures within the various colleges, schools,…, 4. Membership, All members of the Senate, except for ex officio members specified hereinafter, shall be elected. The elected membership shall consist of at least 120 but not more than 140 individuals apportioned in accordance with the formula set for in the Bylaws. Only qualified voters with at least one academic year of service to the University shall be eligible for election to the Senate; The terms of…, 5. Elections and Voting Eligibility, Regular elections and by-elections shall be conducted by written ballot in accordance with procedures prescribed in the Bylaws; and Qualified voters shall have the right to vote in regular elections or by-elections. Qualified voters shall be defined as full-time lecturers, instructors, assistant professors, associate professors, or professors who are not in their first regular semester of service…, 6. Councils And Committees, The Senate shall elect a Rules Committee and establish such other councils and standing committees as may be provided in the Bylaws., 7. Procedures, The Senate shall hold at least one regular meeting each month while in session during the academic year. A special meeting may be called by: the President of the University or the Chancellor of the Amherst campus; the Rules Committee in case of emergency; twenty percent of the membership of the Senate by petition to the Chancellor or the Secretary of the Senate; or ten percent of the membership…, 8. General Faculty Meetings: Referendum, Meetings of the General Faculty may be called in one of the following ways: the President of the University or the Chancellor of the Amherst campus may call a meeting; the Faculty Senate may call a meeting by a motion duly passed; or ten percent of the membership of the faculty, by petition to the President of the University or the Chancellor or to the Secretary of the Faculty (who is Secretary…, 9. Constitutional Amendment Procedures, Amendments to this Constitution may be proposed: by a three-fifths vote of those present and voting at a Regular or Special Meeting of the Senate provided that the proposed change shall have been presented at a previous Regular or Special Meeting. The vote shall be by written ballot, unless the Senate rules otherwise by a two-thirds majority; or by petition of 50 or more faculty members provided…, 10. Bylaws and Revision Procedures, The Bylaws of the Senate may be adopted, amended, or repealed by: (i) a three-fifths vote of those present and voting at a Regular or Special Meeting of the Senate; or (ii) a majority vote of the voting members present and voting at a regular meeting of the General Faculty. Amendments relating to the powers, responsibilities, or composition of Senate Councils and Standing Committees shall…, Doc. T73-196, as amended | Faculty Senate Constitution, Amherst, Passed by the Board of Trustees on June 6, 1973 Revised: April 12, 2023
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Doc. T90-079, as amended, Passed by the Board of Trustees October 3, 1990 Latest revision: December 18, 2024, I. Definitions, For the purposes of these regulations, the following definitions apply:, Authorized Representatives:, Those persons who are designated as authorized representatives of a student organization or University Unit., Employee Organization:, An independent organization which exists for the purpose, in whole or in part, of dealing with UMass Amherst management concerning grievances, labor disputes, wages, hours and other terms and conditions of employment as defined by Massachusetts General Laws, Chapter 150E., Official University Functions:, Scheduled academic classes, research and activities; normal daily operations of the UMass Amherst units, and programs or activities sponsored by UMass Amherst units in the course of fulfilling their missions., Structure:, a combination of materials assembled at a fixed location to give support or shelter, such as a building, framework, retaining wall, tent, reviewing stand, platform, bin, fence, sign, flagpole, or the like. The word “structure” shall be construed, where the context allows, as though followed by the words “or part or parts thereof”., Student:, Anyone who is currently enrolled at the University of Massachusetts Amherst. The definition shall also include anyone who has completed the immediately preceding term and is eligible for re- enrollment., University Personnel:, Individuals employed as faculty or staff by an academic or non-academic department or division or other official UMass Amherst entity without regard to type of monetary compensation., University Properties:, All real property used, operated, occupied, or maintained by the University, or owned by the Commonwealth for the use of the University, including but not limited to all UMass Amherst grounds and structures., University Unit:, Any academic or non-academic department or division or any other official UMass Amherst entity., II. Authority, To the extent provided by Massachusetts General Laws Chapter 75, as amended, the Board of Trustees is authorized to make regulations for the administration of the campus. The Chancellor is the chief administrative officer of the campus at Amherst. The general authority and responsibility for the administration of these regulations lies with the Chancellor and is delegated to the Vice Chancellor…, III. Use of University Properties, Programs and Activities Any use of University properties for programs, activities, and events must not interfere with or materially disrupt official University functions, including but not limited to academic, administrative, student-life, co-curricular, or governance activities, or disrupt the peace and quiet of the campus and the community adjacent to the campus. University Units, student…, IV. Limitation or Denial of Use of University Property, Approval of the time, place and manner of an activity, program, or event may require a change in location, schedule or security plans, as determined by the appropriate University Unit. In some cases, the request may be denied altogether. Further standards for restriction, modification or denial of a request are outlined below. The use of University properties may be limited or denied to…, V. Appeals, Written notice of appeal from the denial or limitation of the use of University properties must be received in writing in the Office of the Vice Chancellor for Student Affairs and Campus Life within ten (10) days of the receipt of notice of the denial or limitation. Failure to file a timely notice of appeal may be waived by the Vice Chancellor upon a showing of good cause. The notice of appeal…, Doc. T90-079, as amended | Regulations for Use of Property, Amherst, Passed by the Board of Trustees on October 3, 1990 Revised: June 20, 2018 December 18, 2024
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Doc. T91-133B, as amended, Passed by the Board of Trustees on February 5, 1992 Latest revision: February 23, 2011 Pursuant to the authority vested in the Board of Trustees under G.L. c. 75, the following shall constitute the minimally required criteria and procedures for the election of a student trustee by the undergraduate and graduate students of each campus of the University of Massachusetts. Each Chancellor is hereby…, A. Candidate Qualification, In order to qualify for election as a student trustee, a candidate shall be a full-time student and shall have maintained satisfactory academic progress as stipulated at each individual campus., B. Election Process, Elections of student trustees shall be conducted pursuant to campus procedures, which shall specify the details of the student trustee election process, including provisions for nomination, balloting, the conduct of and procedures for elections, and any appeals procedures; provided, however, that: Sufficient notice of the nomination and election process shall be provided to all students prior to…, C. Certification, Each Chancellor shall certify by May 15th to the Secretary of the Board of Trustees that the elected student trustee is qualified and has been duly elected. The Secretary shall transmit such verification to the Secretary of State. No such verification shall be made if a Chancellor determines that a violation of campus procedures has substantially affected the fairness of an election., D. Terms and Requirements of Office, The term of office of each elected student trustee shall be for one year, which shall commence on July first following his or her election and shall terminate on June thirtieth of the following year. For purposes of this Policy only, a student trustee who graduates at the end of the Spring semester shall be deemed to be a full-time student until June 30th. If at any time during the elected term…, Medical School Procedure for Election of Student Trustee, (Doc T91-133B, as amended), Announcements, Elections for Student Trustee will be announced by the Chancellor and managed by a representative body (known as “Three-Schools Committee”) of the three schools of UMass Medical School (School of Medicine, Graduate School of Nursing, and Graduate School of Biomedical Sciences) via email in the spring leaving enough time for campaigning and a general vote (usually in March). Announcements will…, Nominations, The Three-Schools Committee will oversee the nomination procedure. Nominations will be open for at least ten (10) days after the announcement is made. Nominated students must be full time students in any of the three schools and in good standing both academically and as regards institutional standards of professional behavior and ethical conduct such as the honor code. Students may nominate…, Distribution of Information, Position statements of all approved nominees will be distributed via email to all active students. Position statements may be made available separate from or together with voting materials. Statements will remain available for review by students for at least 10 days. Nominees are permitted to campaign by placing additional posters or sending emails, subject to Campus and University rules about…, Voting, The voting period will last at least 1 week (7 days) including 5 class days and will be announced via email to all matriculated students. The Three-Schools Committee will oversee the vote and convey the result of the vote to the candidates, Offices of the Chancellor, Deans of each school, and all students. The vote will be conducted via web with security such that only matriculated students may…, Special Elections, In the case of vacancy in the Student Trustee position, the Chancellor may call for a special election to be managed by the Three-Schools Committee. Announcements for special elections will occur at the earliest possible time. Special elections will follow the same procedure as listed above although the time periods for nomination and distribution of information may be shortened to five (5) days…, Certification, Pursuant to University of Massachusetts Board of Trustee policy, T91-133B (as amended, 2/5/92), the Chancellor shall certify by May 15th to the Secretary of the Board of Trustees that the elected Student Trustee is qualified and has been duly elected. The Secretary shall transmit such verification to the Secretary of State. No such verification shall be made if a Chancellor determines that a…, Doc. T91-133B, as amended | Student Trustee Election Policy, Passed by the Board of Trustees on February 5, 1992 Revised: February 23, 2011
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Doc. T92-031, Appendix E, as amended, Passed by the Board of Trustees on June 3, 1992, Purpose, The Policy on the Approval Process for Tuition, Fees and other Charges Related to Trust Funds establishes the authority for the approval of tuition & mandatory fees, other student fees including optional and one-time fees, auxiliary and revenue based fees and charges, and administrative charges including sales and services., I. Introduction, This policy implements authority of the Board of Trustees under Chapter 75, Sections I A, l B, and 11 as amended and Chapter 15A, Section 9i as amended by Chapter 46 of the Acts of 2015 which allowed for full tuition retention for the University of Massachusetts., II. Policy Statement, Reporting, The President shall annually review and publish schedules detailing tuition & mandatory fees other student fees including optional and one-time fees, and auxiliary and revenue based fees and charges. The schedule of administrative charges including sales and services will be published annually and updated biennially., Definitions and Approval Authority, Tuition and Mandatory student charges, – include tuition and required fees charged to the typical full-time student for a full academic year. Required charges include all charges which are collected from such a large proportion of all students that the student who does not pay the charge is an exception. They do not include any charges that are clearly optional or one-time (see below). Examples of mandatory student charges include but…, Student Fees for Revenue Based Operations Charges –, These charges are the principal charges for major auxiliary enterprise operations or major campus services funded by student fees or auxiliary revenues. Major auxiliary enterprises are services external, but contributing to, the basic academic mission of the University such as: boarding and residence halls, and corporate and continuing education. The charges are typically non-mandatory or…, Non-mandatory student fees –, include optional or one-time fees or surcharges charged to students for specific services, or special academic program offerings and activities not required of the majority of students each year. Examples of non-mandatory student fees include but are not limited to: laboratory fees, international student exchange program fees, special academic program fees, identification card replacement fees.…, Administrative Charges Including Sales and Services –, These charges are for the sale or use of goods or services that are incidental to the conduct of instruction, research or public service or for administrative services. Examples include but are not limited to: film rentals, sales of scientific and literary publications, testing services, fees for the use of scientific equipment or laboratories, university presses, copy center charges, workshops…, Doc. T92-031, Appendix E, as amended | Policy on the Approval Process for Tuition, Fees and other Charges Related to Trust Funds, Passed by the Board of Trustees on June 3, 1992 Revised: February 7, 2001 July 14, 2016
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Doc. T92-031, Appendix G, as amended, Passed by the Board of Trustees on May 24, 2006, I. Introduction, Investments in New Companies Based on University Technologies Standards apply to fund restrictions, approvals and operating guidelines. Campuses may establish campus policies and guidelines within the scope of University policy regarding the development of investment in new companies based on University technologies. Campus policies and guidelines may be more, but not less, restrictive than the…, II. Policy Statement, The University shall make available up to one-percent of the University’s operating cash as of June 30th each fiscal year for investment in University-technology based companies. Investments shall be limited to a total of $500,000 per company which may be made all at once or in several rounds. Investments must be recommended by the University Technologies Investment Advisory Board. Investments…, III. Standards, The President, in consultation with the Vice President for Administration & Finance and Chancellors, will issue administrative standards to implement this policy., Doc. T92-031, Appendix G, as amended | Policy on Investments in New Companies Based on University Technology, Passed by the Board of Trustees on May 24, 2006 Revised: September 18, 2013
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