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  • Information Sessions
    Type: Basic page
  • Monthly Status Reports
    Type: Basic page
  • Chancellors Delegations (T92-054, T93-017, 018, 019 & T98-048)
    Litigation Claims, Executive Task Force | December 19, 1991 General Counsel of the University or his designee may settle claims of up to $20,000 on behalf of any campus of the University. Such settlements will be paid from campus funds under the jurisdiction of the Campus Chancellor and staff. At the point of settlement, in effect, before a final commitment is made the Campus Chancellor will be asked to approve the…, Doc. T92-054 | Labor Relations, Passed by the Board of Trustees on June 3, 1992 To delegate to the President of the University authority for all labor relations, including negotiation of collective bargaining agreements and contract administration. The President may delegate contract administration to the Chancellors of the campuses who may delegate this further as they deem appropriate. The Board of Trustees shall be consulted…, Doc. T93-017 | Graduation Lists, Passed by the Board of Trustees on February 3, 1993 To delegate to the Chancellors of the respective campuses, with authority to further delegate to the Provost or a Vice Chancellor, the authority to approve graduation lists of students who have completed requirements for the award of University degrees. The Chancellors shall regularly forward copies of the graduation lists to the Secretary of…, Doc. T93-018 | Appointments, Passed by the Board of Trustees on February 3, 1993 To delegate to the President, with authority to re-delegate solely to the Chancellors, the authority to appoint, subject to the President's approval, Vice Chancellors, Provosts, and Deans of their respective campuses. Further, to amend the Governance Document (Doc. T73-098, as amended) by deleting from the first sentence of Section II. C.3. the…, Doc. T93-019 | Professional Leave Obligation, Passed by the Board of Trustees on February 3, 1993 To delegate to the President, with authority to re-delegate to the Chancellors, the authority to waive for all professional staff any service obligation following professional improvement leave. Further, to amend the Personnel Policy for Professional Non-Academic Staff (Doc. T73-090, as amended) by deleting from the last sentence in Paragraph F…, Doc. T98-048 | New Endowment Funds, Passed by the Board of Trustees on June 3, 1998 To delegate to the Chancellors of the University of Massachusetts the authority to establish endowment funds for the campuses consisting of principal amounts less than $500,000; Chancellors shall request the University of Massachusetts Foundation to manage the investment of those endowments on behalf of the University. Future requests for the…
    Type: Book page
  • Policy on University Research Projects
    Passed by the Board of Trustees on May 10, 1972 It is the policy of the University of Massachusetts to undertake only those research projects in which the purpose, scope, methods and results can be fully and freely disclosed.
    Type: Book page
  • Procedures for University Approval of New Academic Degree Programs, Program Changes, and Program Termination (T92-012)
    Doc. T92-012, as amended, Passed by the Board of Trustees on April 8, 1992, Preamble, This document sets forth the substantive and procedural requirements which govern the review and approval of proposals for new Academic Degree Programs, proposed changes to existing programs and the termination of existing programs proposed by any of the five University of Massachusetts campuses as well as new joint Academic Degree Programs proposed by two or more of the campuses. It is intended…, I. Definitions, The following words or phrases shall have the following meanings whenever used in this document, unless the context in which they appear clearly indicate to the contrary: "Academic Degree Program" shall mean an undergraduate or graduate certificate of 30 semester credit hours or more, or a major or degree at the undergraduate or graduate levels, including a Certificate of Advanced Graduate Study., II. Scope, This policy shall apply to all proposals for new Academic Degree Programs, certain proposed changes to existing Academic Degree Programs, and all proposed terminations of existing Academic Degree Programs. Separate procedures are included for joint Academic Degree Programs in which one or more campuses already holds degree-granting authority. This policy does not apply to proposals to offer new…
    Type: Book page
  • MHEC Quote Desk
    Type: Basic page
  • Procurement Policy & Administrative Standards (T92-031, Appendix A)
    Doc. T92-031, Appendix A, as amended, Passed by the Board of Trustees June 3, 1992 Latest revision: December 15, 2021, I. Introduction, This Procurement Policy (Policy) governs the procurement of all Goods and Services by the University. In accordance with the provisions of Section 3 of Chapter 75 of the General Laws, as amended, all procurements by the University irrespective of the method of procurement or source of funds, shall be governed by this Policy subject to subsequent amendment, revision, or repeal, by the Board of…, II. The Standards, The President shall issue Administrative Standards for the Procurement Policy (Doc. T92-031) (Standards). The Senior Vice President for Administration & Finance and Treasurer shall recommend such Standards for the President’s action. Capitalized terms used herein, if not otherwise defined in this Policy, shall be defined as set forth in the Standards. The Senior Vice President for…, III. Policy Statement, A. Shared Services Procurement:, There shall be within the President’s Office a unified procurement organization, the Unified Procurement Services Team (UPST), which shall be responsible for, inter alia, the management of the procurement of Goods and Services and other related administrative functions as required by the Campuses and the University President’s Office. UPST will be led by a Chief Procurement Officer (CPO)., B. Competitive Procurement Practices:, The University shall procure all Goods and Services covered by this Policy at the best overall value to the University, consistent with the necessary specifications, quantities, quality, durability, availability, serviceability, and other factors affecting the use of the Good or Service by the University. In complying with this Policy, the cost of acquisition, as well as other factors (such as…, C. Delegations of Authority:, To the President, , with authority to re-delegate to the Senior Vice President for Administration & Finance and Treasurer, or any member of the President’s Office as the President may determine: Authority to require the campuses to utilize a system-wide or multi-campus procurement or existing contract for any purchase covered by this Policy. A Chancellor who believes such procurement would not be in the best…, To the President, , for President’s Office, multi-campus or system-wide procurements, and Campus-specific procurements with prior approval of the Campus, with authority to re-delegate to the Senior Vice President for Administration & Finance and Treasurer, and/or such other designees as the President shall determine: Authority to enter into and execute Purchase Agreements for Goods not otherwise delegated…, To the Chancellors, , for Campus procurements with authority to re-delegate to such University Personnel as the Chancellor may determine: Authority to enter into and execute Purchase Agreements for Goods not otherwise delegated pursuant to Article III (C)(3)(c-d). Authority to enter into and execute Purchase Agreements for Services not otherwise delegated pursuant to Article III (C)(3)(c-d). Authority to enter into…, To the General Counsel, , with authority to re-delegate to an attorney in the Office of the General Counsel as the General Counsel may determine, authority to enter into Legal Services agreements and agreements for any other services performed by external lawyers or law firms. Any retention or hiring of lawyers or law firms external to the University providing any legal or other advice or services to the University (and…, D. Legal Review:, The General Counsel, or an attorney in the Office of the General Counsel as the General Counsel may determine, shall review and determine legal acceptability of the following Purchase Agreements (including, but not limited to, multi-campus or system-wide procurements, entered into by the President’s Office or the Campuses) prior to execution as set forth in this Policy and the Standards. Review…
    Type: Book page
  • Administrative Standards for the Procurement Policy (“Standards”)
    (Doc. T92-031, Appendix A) (as of January 29, 2024)
    Type: Book page
  • I. Introduction
    A. Applicability, These Standards set forth the processes and procedural rules that apply to all procurements governed by the University of Massachusetts Procurement Policy Doc. T92-031, as amended (“Policy”). All University employees, consultants, independent contractors, and agents responsible for procuring Goods and/or Services, expending funds for Goods and/or Services, or interacting with Contractors related…, B. Definitions, “Bank Card” shall mean the University authorized commercial credit card used as a payment method for those vendors that do not accept a Purchase Order, a mechanism for emergency purchases, and a payment method in lieu of employee Travel reimbursement. Bank Card use must comply with the UMass Bank Card Use Standard. “Campus” shall mean any of the individual campuses of the University of…
    Type: Book page
  • II. Procurement Administration
    A. Unified Procurement Services Team, The Unified Procurement Services Team (“UPST”) is established and under the direction of the Chief Procurement Officer and is responsible for the implementation of the Standards applicable to the University’s campuses and the President’s Office and shall manage and conduct purchasing activity as set forth herein. All decisions made by the Department with respect to Goods and/or Services,…, B. Other Group Purchasing Organizations (GPOs), University Personnel responsible for procurement and purchasing shall inform themselves of prices and specifications of items available through Group Purchasing Organizations (“GPO”), including but not limited to the Commonwealth of Massachusetts, Operational Services Division (“OSD”) and the Massachusetts Higher Education Consortium (“MHEC”). GPO contract price agreements may be utilized…, C. Contracting, Purchase Method Requirements, and Additional Approvals, The required methods for procurement are specified in Section III, set forth in Table 1. Certain Goods and/or Services have more restrictive requirements, controls, and approvals as set forth under Section II(C)(2) and Section II(D). Any purchase that includes multiple categories of items purchased shall be governed by the most restrictive requirements. Specific Approvals Required for Certain…, D. Real Property, Procurements involving Real Property shall always require a Real Property Agreement, and must comply with the Capital Planning, Land and Facilities Use Policy ( T93-122 , as amended).
    Type: Book page

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