All MOUs/MOAs/Contracts 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 in Items 1a-l and 2 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 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 | | Guidelines |
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1 | College Dean/ Other | Varies | College Dean or Other Unit Administrator should review any MOU/MOA/Contract that makes involves personnel and/or financial commitments being made as a part of the agreement. | 2
| UGS Dean/ | GRS other than standard internship/practicum agreements, will need review by the Undergraduate Studies and/or Graduate Studies.3
| Office of Institutional Effectivenessincluding articulation agreements, should be reviewed by the UGS Dean if it involves undergraduate education and/or the Graduate School Dean if involves 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 with credit-bearing implications | other than internship/practicum agreements, will need review by the Office of Institutional Effectivenessshould be reviewed 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. | 4
| Innovative Education | Cindy DeLuca | Any MOU/MOA/Contract that involves 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. |
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| Resource Management & Analysis (RMA)/ Finance Official RFM.6
| ControllerRMA. 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 | Auxiliary agreements.7
| any MOU/MOA/Contract in which funds will flow through an Auxiliary account. | 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. | Signatory authority for more general types of international agreements has been delegated from the Provost & Executive Vice President to the Vice President of USF World. Please Adriana Morales prior to proceeding with any international agreement.Any MOU | 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. |
USF World has developed a thorough and thoughtful process for the development of International Agreements. Please see: http://www.usf.edu/world/resources/agreements/index.aspx b) Restricted Party Screening Review
| Adriana Morales Signatory authority for more general types of international agreements has been delegated from the Provost & Executive Vice President to the Vice President of USF World. Please Adriana Morales prior to proceeding with any international agreement.A mandatory step in any international agreement is the completion of a Restricted Party Screening Review which USF World is authorized to complete. The United States 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 | The United States 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 | St. Petersburg campus or Sarasota-Manatee campus Regional Chancellor | Any MOU/MOA/Contract that commits 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: TBD | USF has established an Information Governance program to ensure the appropriate management and use of its' data (. Release of Student Directory data 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
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| Other | Varies |
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| Other | Varies | 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 their were 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 | See stamp | Office of the General Counsel must review all agreements. No agreement will go forward to the Provost without approval by General Counsel. Signature for General Counsel will be obtained via stamp prior to DocuSign routing. | 13
| Vice Provost | Strategic Planningfor Strategic Planning, Performance | , Theresa Chisolm | . | Theresa Chisolm | The Vice Provost conducts the final review prior to submission to the obtaining the signature of the Provost & Executive Vice President. Signatures for Vice Provost and Provost will be obtained by Jonna DeSantis | .This is the final step for all Contracts prior to the review and signature by the Provost & Executive Vice President on behalf of the USF Board of Trustees and as delegated by the USF President.Contract will be forwarded to you. |
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