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INCLUDED in the SIGNATORY AUTHORITY of the Provost & Executive Vice PresidentPer delegated signatory authority, the Provost & Executive Vice President is authorized by the President to sign the following types of MOUs/MOAs/Contracts:
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| Termination Clause:
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All MOUs/MOAs/Contracts must automatically sunset (expire) within one to five years. The duration of the period between initiation and review/renewal will depend on the substance of the agreement. Please consult the SACSCOC accreditation liaison for guidance about the duration of agreements. | ||||||||||||||
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Obtain signatures as applicable | Responsible Party/Subject Matter Expert | Contact | Guidelines | |||||||||||
1 | College Dean/ Other | Varies | College Dean or Other Unit Administrator should review any MOUs/MOAs/Contracts that involve personnel and/or financial commitments being made as a part of the agreement. | |||||||||||
2 | UGS Dean/Graduate Studies Dean | Allison Crume (UGS) / Dwayne Smith (GRS) | MOUs/MOAs/Contracts with curricular implications, including articulation agreements, should be reviewed by the UGS Dean if they involve undergraduate education and/or the Graduate School Dean if 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 | MOUs/MOAs/Contracts with credit-bearing implications or that involve the use of off-campus instructional sites should be reviewed by USF's SACSCOC liaison for 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. | |||||||||||
4 | Innovative Education | Cindy DeLuca | 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 10-042 for definitions of continuing education activities. 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 Dr. Cindy DeLuca and will be routed to the Office of the Provost through Innovative Education. | |||||||||||
5 | Resource Management & Analysis (RMA)/ Finance Officers | Masha Galchenko/Nick Setteducato (SP)/ Eddie Beauchamp (SM) | MOUs/MOAs/Contracts that include 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 MOUs/MOAs/Contracts in which funds will flow through an EBA. | |||||||||||
7 | Research & Innovation | Keith Anderson | 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. | 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 (SP campus) or Karen Holbrook (SM campus) | MOUs/MOAs/Contracts that 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. Release of Student Directory data must keep within FERPA regulations and is under the auspices of Office of the Registrar. Release of other student data, faculty data and alumni data are governed by USF's External Data Policy 11-007 . ||||||||
11 | 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 thre are implications for fundraising, the USF Foundation would review. If it involves surveying of students, 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, Performance & Accountability. | Dr. Terry Chisolm | The Vice Provost conducts the final review prior to submission for the signature of the Provost & Executive Vice President. Signatures for Vice Provost and Provost will be obtained by Jonna DeSantis and signed MOUs/MOAs/Contracts will be forwarded to you. | |||||||||||
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STEP 1 |
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https://www.usf.edu/general-counsel/documents/governance/delegations-of-presidential-authority.pdf |
Determine if there is an existing MOU/MOA/Contract.
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If you are unsure if there is an existing agreement with the entity in question, contact Jonna DeSantis.
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Considerations for developing an MOU/MOA/Contract.
title | Considerations |
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with external entities must be reviewed and approved for legal sufficiency by the USF Office of the General Counsel.
Based on the type of MOU/MOA/Contract as specified above, the Provost & Executive Vice President requires review by one or more responsible parties/subject matter experts for determination of the clarity, accuracy, and feasibility of the agreement as well as for the minimization of any risk to the University. To facilitate the process of review based on the type of MOU/MOA/Contract, the following Contact information is provided. Please secure the appropriate signatures prior to sending the finalized MOU/MOA/Contract containing General Counsel's stamp to the Office of the Provost.
Obtain signatures as applicable | |||
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Responsible Party/Subject Matter Expert | Contact | Guidelines | |
1 | College Dean/ Other | Varies | College Dean or Other Unit Administrator should review any MOUs/MOAs/Contracts that 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 (GRS) | MOUs/MOAs/Contracts with curricular implications, including articulation agreements, should be reviewed by the UGS Dean if they involve undergraduate education and/or the Graduate School Dean if 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 | Cynthia Brown Hernandez | MOUs/MOAs/Contracts with credit-bearing implications or that involve the use of off-campus instructional sites must be reviewed by USF's SACSCOC liaison for 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 | Christine Brown | 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 10-042 for definitions of continuing education activities. 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) | 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. | 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 | Christian Hardigree (SP campus) or Karen Holbrook (SM campus) | MOUs/MOAs/Contracts that 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. Release of Student Directory data must keep within FERPA regulations and is under the auspices of Office of the Registrar. Release of other student data, faculty data and alumni data are governed by USF's External Data Policy 11-007 . |
11 | 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. For example, if there are implications for fundraising, the USF Foundation would review. 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. Please add the name of the attorney who has stamped the document under 'Printed Name' and under 'Signature' enter 'See Stamp. |
13 | Vice Provost for Strategic Planning, Performance & Accountability. | Dr. Terry Chisolm | The Vice Provost conducts the final review prior to submission for the signature of the Provost & Executive Vice President. Signatures for Vice Provost and Provost will be obtained by Jonna DeSantis and signed MOUs/MOAs/Contracts will be forwarded to you. |
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Academic Affairs MOU/MOA/Contract Signature Form |
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