Obtain signatures as applicable |
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| Responsible Party/Subject Matter Expert | | Guidelines |
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1 | College Dean/ Other | Varies | College Dean or Other Unit Administrator should review any MOUany MOUs/MOAMOAs/Contract Contracts that makes involves involve personnel and/or financial commitments being made as a part of the agreement. |
2
| UGS Dean/Graduate Studies Dean | Allison Crume (UGS) / Ruth Bahr Dwayne Smith (GRS) | Any MOUMOUs/MOAMOAs/Contract Contracts with curricular implications, including articulation agreements, should be reviewed by the UGS Dean if it involves they involve undergraduate education and/or the Graduate School Dean if involves they involve graduate education. The exception is standard internship and/or practicum agreements which can be signed by Deans and standard Dual Enrollment agreements which are delegated. |
3
| SACSCOC | Michael Wrona | Any MOU/MOA/Contract Cynthia Brown Hernandez | MOUs/MOAs/Contracts with credit-bearing implications should or that involve the use of off-campus instructional sites must be reviewed by USF's SACSCOC liaison for compliance compliance and to determine if notification of the activity must be made to SACSCOC. The exceptions are standard internship and/or practicum agreements and standard Dual Enrollment agreements that are based on previously approved templates. Refer to STEP 3 in the process below for detailed SACSCOC compliance guidelines. |
4
| Innovative Education | Cindy DeLuca | Any MOU/MOA/Contract that involves Christine Brown | b) Restricted Party Screening Review
| Adriana MOUs/MOAs/Contracts that involve online education, cost-recovery funding models, market-rate funding, continuing education activities, both credit and non-credit bearing, and any academic or internship/practicum agreements with out-of-state entities within the United States must be reviewed by Innovative Education. See USF Policy https://usf.app.box.com/v/usfpolicy10-042 for Policy 10-042 for definitions of continuing education activities. |
5
| Resource Management & Analysis (RMA)/ Finance Officers | Masha Galchenko/Nick Setteducato (SP)/ Eddie Beauchamp (SM) | Any MOU/MOA/Contract that includes a financial business model must be reviewed through RMA. If branch campus funding commitments are made as a part of the agreement, the appropriate Finance Officer should review. Any agreements that will require a Fee Waiver request from the Provost & Executive Vice President must be reviewed by USF's Chief Financial Officer. |
6
| Controller's Office | Jennifer Condon | Signature for the Controller's Office is needed for any MOU/MOA/Contract in which funds will flow through an EBA. |
7
| Research & Innovation | Keith Anderson | Any MOU/MOA/Contract that involves language about Intellectual Property or deliverables should be reviewed by Research & Innovation to confirm that the activity is within the scope of the Provost's |
8
| a) USF World | Adriana Morales will facilitate obtaining signatures for all international agreements. | Any MOU/MOA/Contract with international entities or implications must begin the process of consultation and review with USF World, as well through collaboration with the Office of the Vice Provost for Strategic Planning, Performance & Accountability. |
All MOUs/MOAs/Contracts involving continuing education as defined in Policy 10-042 and all MOUs/MOAs/Contracts involving online education, cost-recovery funding models, or market-rate tuition must begin with consultation with Christine Brown and will be routed to the Office of the Provost through Innovative Education. Non-credit bearing continuing education agreements can be signed by the Vice President for Student Success. All others will be routed to the Office of the Provost through Innovative Education. |
5
| Budget & Financial Analysis (BFA)/ Finance Officers | Jeff Palmer (All) Kevin Sheehy (SP) Eddie Beauchamp (SM) | MOUs/MOAs/Contracts that include a financial business model must be reviewed through BFA (Budget & Financial Analysis). If branch campus funding commitments are made as a part of the agreement, the appropriate Finance Officer should review. Any agreements that will require a Fee Waiver request from the Provost & Executive Vice President must be reviewed by USF's Chief Financial Officer. |
6
| Controller's Office | Masha Galchenko | Signature for the Controller's Office is needed for any MOUs/MOAs/Contracts in which funds will flow through an EBA. |
7
| Research & Innovation | Sylvia Thomas | MOUs/MOAs/Contracts that involve Intellectual Property and/or deliverables should be reviewed by Research & Innovation to confirm that the activity is within the scope of the Provost's delegated signatory authority. |
8
| a) USF World | Adriana Morales will facilitate obtaining signatures for all international agreements. | The U.S. | MOUs/MOAs/Contracts with international entities or implications must begin the process of consultation and review with USF World, as well through collaboration with the Office of the Vice Provost for Strategic Planning, Performance & Accountability. |
| b) Restricted Party Screening Review
| Adriana Morales will facilitate obtaining signatures for all international agreements. | The U.S. government and its export regulations restrict or prohibit U.S. individuals and companies from exporting or providing services of any kind to any party contained in U.S. government export denial, debarment, and blocked persons lists. These lists are updated on a regular basis. A restricted party screening involves a review of these lists to ensure that the person or entity with whom you are interacting is not on one of these lists. USF World is authorized to complete the Restricted Party Screening Review. |
9
| Regional Chancellor | Martin Tadlock Christian Hardigree (SP campus) or Karen Holbrook (SM campus) | Any MOUMOUs/MOAMOAs/Contract Contracts that commits commit branch campus funding, personnel and/or other branch campus assets must be reviewed by the Regional Chancellor. |
10
| Information Governance | Student Directory Data: Catherine Mund Other Student Data or Faculty Data: Valeria Garcia Alumni Data: Bill McCausland | USF has established an Information Governance program to ensure the appropriate management and use of its data (https://www.usf.edu/ods/governance/index.aspx). Release of Student Directory data must keep within FERPA regulations and is under the auspices of Office of the Registrar (https://www.usf.edu/registrar/services/privacy.aspx). Registrar. Release of other student data, faculty data and alumni data are governed by USF's External Data Policy (https://usf.app.box.com/v/usfpolicy11-007). 11-007 .
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| Other | Varies dependent on content of agreement | Consider which units would be involved in any agreement and add in as needed. For example, if the MOU/MOA/Contract involved a health facility, the Senior Vice President for USF Health or designee would review. If their were For example, if there are implications for fundraising, the USF Foundation would review. If it involves Another example is an MOU/MOA/Contract that involves the surveying of students, . In such a case the appropriate Student Success personnel would review. If you have questions, please contact Dr. Terry Chisolm for consultation. |
12
| General Counsel | Varies. All MOUs/MOAs/Contracts submitted to the Office of the Provost for signature must be stamped by General Counsel. | Office of the General Counsel must review all agreements. No agreement will go forward to the Provost & Executive Vice President without approval by General Counsel. | 13
| Vice Provost for Strategic Planning, Please add the name of the attorney who has stamped the document under 'Printed Name' and under 'Signature' enter 'See Stamp. |
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| Vice Provost for Strategic Planning, Performance & Accountability. | Dr. Terry Chisolm | The Vice Provost conducts the final review prior to submission to the obtaining for the signature of the Provost & Executive Vice President. Signatures for Vice Provost and Provost will be obtained by Jonna DeSantis and the signed MOUMOUs/MOAMOAs/Contract Contracts will be forwarded to you. |