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  • James R. Julian, Jr, JD
    Throughout his career, James R. Julian Jr. has been recognized for his ability to create value by successfully managing complex organizations. As Chief Executive Officer of the University of Massachusetts Foundation, Mr. Julian oversees the University’s endowment and other investment strategies which is approaching $2 billion dollars and has been responsible for repositioning the Foundation for…, Professional Affiliations and Memberships:, Massachusetts Financial Services (MFS) Meridian Funds Management Co., Board Member  Meridian Funds – SICAV & Management Company, Member – Luxembourg Massachusetts Bar, Member The Florida Bar, Member The District of Columbia Bar, Member Licensed Massachusetts Real Estate Broker Worcester City Campus Corporation, Board Member University of Massachusetts Foundation, Board Member University of…
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  • Charles F. Wu
    CHARLES F. WU is an Executive Fellow at Harvard Business School.  Since first joining the faculty as a Lecturer in 2007, he has taught real estate investing/finance to over 2,000 MBA and Executive Education students. He has published over 30 cases and teaching notes for class use throughout the world.  He retired from his institutional investing career in 2016 where he was a Managing Director of…
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  • Purchase Order Terms & Conditions
    Purchase Order Terms & Conditions Entertainment Terms & Conditions Grant Supplemental Terms and Conditions
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  • Project Closure Phase
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  • The Basics of FERPA
    FERPA can be broken down into two parts; access and release., FERPA Access, An “educational agency or institution” must grant students who are or have been in attendance at the educational institution the right to inspect and review their education records.  20 U.S.C. §1232g (a)(1)(A). An “educational agency or institution” must grant students a hearing to challenge the content of education records, correct or delete inaccurate information, and insert a written…, Definitions, Educational agency or institution, - "any public or private agency or institution which is the recipient of funds under any applicable program.”  20 U.S.C. §1232g (a)(3).  , Education record, (with exceptions) - "those records, files, documents, and other materials which contain information directly related to a student; and are maintained by an educational agency or institution or by a person acting for such agency or institution.” 20 U.S.C. §1232g (a)(4)(A). , Record, - "any information recorded in any way, including, but not limited to, handwriting, print, computer media, video or audio tape, film, microfilm, and microfiche."  34 CFR §99.3.  "Record" does not include information that is not "recorded," i.e. personal knowledge., Directly related, - contains "personally identifiable information" about that student., Personally Identifiable Information, - includes, but is not limited to— The student's name; The name of the student's parent or other family members; The address of the student or student's family; A personal identifier, such as the student's social security number, student number, or biometric record; Other indirect identifiers, such as the student's date of birth, place of birth, and mother's maiden name; Other information that,…, Exceptions to definition of “education record”, Treatment records made or maintained by a physician, psychiatrist, psychologist, or other recognized professional or paraprofessional acting in his professional or paraprofessional capacity. 20 U.S.C. §1232g (a)(4)(B)(iv). Records of non-student employees.    The Department of Education has interpreted this exemption not to include “records relating to an individual in attendance at the agency or…, FERPA Release, FERPA releases are prohibited (sort of). General Rule - An “educational agency or institution” may not (with certain exceptions) release “education records (or personally identifiable information contained therein other than directory information)” without the consent of the student.  20 U.S.C. § 1232g (b)(1).   Permitted/ Unconsented Releases – They’re Everywhere, Permitted Releases , Other school officials (within the University) with legitimate educational interests; Defined by the University: "University officials" = “any professional employee who is head of an office, department, school, college, division, or their specified designee.” also includes “any contractor, consultant, volunteer of other party to whom UMass Amherst has outsourced institutional services or…
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  • Contact Us
    Who is Part of the Administration & Finance Support Services Team? , The new Administration & Finance Support Services (ACCESS) Team is here to provide centralized, strategic support for the UMPO Administration & Finance (A&F) departments. We have a great team here to help, led by, Amanda Onwuka, .
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  • Our Services
    The ACCESS Team serves as the first line of support for campus stakeholders and partners who require UPST, Travel & Expense, UMPO Human Resources, and Treasury services. In addition to supporting the overall UMPO A&F departments in meeting their day-to-day objectives. Our services to the UMass system cover:
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  • SPARC Research Dashboard Information
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  • Tariff Guidelines for UMass Suppliers
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  • UITS Speedtype Chart
    Department ID & Description Speedtype Fund Information Project Information EMT SMT Dept. ID: C990212000 Beacon St Info Technology 101287 Fund Code: 51118 President's Office Operations   Vicky Berg Vicky Berg Dept. ID: C830000000 MGHPCC 102691 Fund Code: 51374 MGHPCC Reserve Fund   Michael Milligan   Dept. ID: C830000000 MGHPCC 102081 Fund Code: 51443 Central Admin Services   Michael Milligan…
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