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  • Appendix A: President Office Guidelines
    The University of Massachusetts President’s Office (President’s Office), as a public institution of higher education of the Commonwealth, recognizes its responsibility to promote the interests and welfare of the public it serves. In so doing, the President's Office reaffirms its commitment to employment practices and free of discrimination and harassment. At the President’s Office, equal…
    Type: Book page
  • Project Closure Phase
    Type: Basic page
  • 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…
    Type: Basic page
  • 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, .
    Type: Basic page
  • 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:
    Type: Basic page
  • Tariff Guidelines for UMass Suppliers
    Type: Basic page
  • 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…
    Type: Basic page
  • Guidelines for Affirmative Action Plans Reporting Format
    (Doc. T94-054) The Affirmative Action Plans that we receive from the campuses should contain certain informative relative to the particular campus environments. In addition, each campus may have unique programs designed to fill a need at that particular location. Some of the common elements that should be included within each program submitted by a campus include: Policies A listing of campus and…
    Type: Book page
  • Guidelines on University Advancement Data
    Purpose, The purpose of the guidelines is to ensure that consistent, accurate information about alumni, parents, and friends is readily available to all appropriate constituencies within the University in a timely fashion., Guidelines, I. General, Alumni, parent, and friend data will be administered as a central resource. Campuses will not maintain separate, "shadow" databases of biographical and gift data on University alumni, parents, or friends in electronic format. Campuses will participate in the maintenance of records and will have full access to data required for their advancement activities. The University will maintain a database…, II. Prospect Management, The default policy is that each campus will have management and assignment responsibility for its pool of alumni, parents, and friends. When two campuses have conferred degrees, the first degree-granting campus will have preference for management, but the second degree-granting campus may petition for management responsibility if they have an established relationship. Parents with children having…, III. Statement of Information Release Policies:, The following may request information from the database: The Development Council will decide on appropriate intra-institutional usages of data University-affiliated organizations and alumni constituent groups, in support of approved activities. Those organizations include but are not limited to: Advancement offices Alumni constituent groups as approved by Alumni Affairs offices University…, All requests from anyone else seeking information on another person will be forwarded to that person so that he/she can decide whether or not to contact the requestor., No information will be released for those records coded "Do Not Release" indicating the alumnus or alumna has requested no University contact. All requests for information from members of the media must be referred to the University Office of Public Affairs or similar campus office. Following is information that may be released from the database: Information available for release is confined to "…, "Public information" will be provided only to those requestors identified in I.A through I.E above., Federal law severely restricts the amount of information that may be released on current students. No information on students will, therefore, be released based on data maintained in the CRM. All requests for information on current students should be forwarded to the appropriate Registrar's office. Information provided to volunteer alumni constituent groups will be limited to those alumni who are…
    Type: Book page
  • Guidelines For The Policy on Employee Background Reviews
    (Doc. T10-088) The following guidelines are issued pursuant to the University of Massachusetts Policy on Employee Background Reviews. Subject to these guidelines, the Chancellors shall develop and promulgate detailed campus procedures for the conduct of employee background reviews. As a condition of employment, every new hire at the University shall be subject to a background review that includes…
    Type: Book page

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