Contract Signature Authority: Difference between revisions

From University of Nebraska Medical Center
Jump to navigation Jump to search
VisualWikitext
No edit summary
No edit summary
 
(24 intermediate revisions by 3 users not shown)
Line 1: Line 1:
Revised 06/01/2014
Revised 09/19/2018


<big>EXECUTIVE MEMORANDUM NUMBER 13</big>
<big>EXECUTIVE MEMORANDUM NUMBER 13</big>
Line 14: Line 14:
| Authority to make appointments to positions of Vice Chancellor and Dean, and equivalent ranks
| Authority to make appointments to positions of Vice Chancellor and Dean, and equivalent ranks
| Subject to approval by the President and the Board of Regents
| Subject to approval by the President and the Board of Regents
| Jeffrey P. Gp;d
| Jeffrey P. Gold
|-
|-
| #2
| #2
| Authority to make appointments to positions in the academic-administrative staff below the rank of Dean or equivalent, except appointments to graduate faculty status.
| Authority to make appointments to positions in the academic-administrative staff below the rank of Dean or equivalent, except appointments to graduate faculty status.
| Delegated to the campus.
| Delegated to the campus.
| James Turpen, Herbert Davies
| Rowen Zetterman or Herbert Davies
|-
|-
| #3
| #3
| Authority to approve contracts for the services of members of the academic-administrative staff.
| Authority to approve contracts for the services of members of the academic-administrative staff.
| Delegated to the campus.
| Delegated to the campus.
|James Turpen,
| Rowen Zetterman, Herbert Davies or Chandrakanth Are (House Officer Agreements only)
Herbert Davies,
Michael Wadman (House Officer Agreements only)
|-
|-
| #4
| #4
| Authority to approve changes in salary, changes in type of appointment and changes in terms of conditions of appointment for any member of the academic-administrative staff.<sup>c</sup>
| Authority to approve changes in salary, changes in type of appointment and changes in terms of conditions of appointment for any member of the academic-administrative staff.<sup>c</sup>
| Delegated to the campus.
| Delegated to the campus.
| James Turpen,
| Rowen Zetterman or Herbert Davies
Herbert Davies, or Sheila Wrobel
|}
|}


*Chancellor has approval authority and has delegated it as noted.
*Chancellor has approval authority and has delegated it as noted.
Proposed changes to the tables shall be submitted to the [mailto:wlawlor@unmc.edu Director, Financial Compliance and Cost Analysis].
Proposed changes to the tables shall be submitted to the [mailto:mhrncirik@unmc.edu Assistant Vice Chancellor for Business and Finance and Controller].
   
   
<p>Revised 9/1/2012</p>
<p>Revised 09/19/2018</p>
<big>EXECUTIVE MEMORANDUM NUMBER 14</big>   
<big>EXECUTIVE MEMORANDUM NUMBER 14</big>   
Line 51: Line 48:
! UNMC Campus Signature Authority*
! UNMC Campus Signature Authority*
|-
|-
| 4.a. || Contracts for the procurement of services or for the procurement of consumable supplies or commodities routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| 4.a. || Contracts for the procurement of services or for the procurement of consumable supplies or commodities routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Michael Hrncirik, or Anne Barnes
|-
|-
| 4.b. || Contracts with a public utility for the purchase of public utility services routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Jeffrey Elliot, Deborah Thomas, Kenneth Hansen, or Donald Leuenberger
| 4.b. || Contracts with a public utility for the purchase of public utility services routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Michael Hrncirik, Kenneth Hansen, or Anne Barnes
|-
|-
| 4.c. || Contracts for the purchase of gasoline, oil or diesel fuel routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| 4.c. || Contracts for the purchase of gasoline, oil or diesel fuel routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Michael Hrncirik, or Anne Barnes
|-
|-
| 4.d. || Contracts for the purchase of livestock or livestock feed routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| 4.d. || Contracts for the purchase of livestock or livestock feed routinely used in the regular course of business in operation of the University. || Delegated to the campus. || Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.e. || Contracts for the procurement of products for resale to consumers through University facilities, such as items sold through a University bookstore. || Delegated to the campus. || Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| 4.e. || Contracts for the procurement of products for resale to consumers through University facilities, such as items sold through a University bookstore. || Delegated to the campus. || Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.f. || Contracts where the University will provide services to an external party, including, but not limited to research, instruction, consulting, planning, technical assistance, testing, or program development service. || Over $400,000 requires Board of Regents approval. || Research Grant/Contracts - Deborah Vetter, Beth DeCarolis, Jennifer Larsen, James Turpen, Herbert Davies, Ernest Prentice, Christopher Kratochvil, Paula Turpen, or Sheila Wrobel
| 4.f. || Contracts where the University will provide services to an external party, including, but not limited to research, instruction, consulting, planning, technical assistance, testing, or program development service. || Over $400,000 requires Board of Regents approval. || '''Federal Awards and Research Grant/Contracts''' - Deborah Vetter, Beth DeCarolis, Jennifer Larsen, Rowen Zetterman, Herbert Davies, Christopher Kratochvil or Paula Turpen
Anything else - J Turpen, H Davies, DS Leuenberger, D Thomas, or K Swarts
'''Anything else''' - Rowen Zetterman, Herbert Davies, Douglas Ewald, Jeffrey Miller, or Susan Kraft Mann
|-
|-
| 4.g.
| 4.g.
| Contracts providing for the sale of a single item of personal property owned by the University.
| Contracts providing for the sale of a single item of personal property owned by the University.
| Reasonable estimated market value over $250,000 requires Board of Regents approval. Over $100,000 is only reported to the Board of Regents.
| Reasonable estimated market value over $250,000 requires Board of Regents approval. Over $100,000 is only reported to the Board of Regents.
| Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.h.
| 4.h.
| Contracts relating to the staging, performance or sponsorship of any cultural, performing arts, recreational or intercollegiate athletic event, except any contract relating to any post-season intercollegiate football bowl game.
| Contracts relating to the staging, performance or sponsorship of any cultural, performing arts, recreational or intercollegiate athletic event, except any contract relating to any post-season intercollegiate football bowl game.
|Delegated to the campus.
|Delegated to the campus.
|Robert Bartee, Donald Leuenberger
|Robert Bartee, Jeffrey Miller or Douglas Ewald
|-
|-
| 4.i.
| 4.i.
| Contracts for the procurement of material to be added to the collection of any University gallery, library or museum facility in the regular course of business in operation of any such facility.
| Contracts for the procurement of material to be added to the collection of any University gallery, library or museum facility in the regular course of business in operation of any such facility.
| Delegated to the campus.
| Delegated to the campus.
| Jeffrey Elliot, Emily McElroy, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Emily McElroy, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.j.
| 4.j.
| Contracts whereby University of Nebraska Television will provide services to an external party, including, but not limited to, research, instruction, consulting, planning, production, technical assistance, or program development services.
| Contracts whereby University of Nebraska Television will provide services to an external party, including, but not limited to, research, instruction, consulting, planning, production, technical assistance, or program development services.
| Over $400,000 requires Board of Regents approval.
| Over $400,000 requires Board of Regents approval.
| James Turpen, Herbert Davies
| Rowen Zetterman or Herbert Davies
|-
|-
| 4.k.
| 4.k.
| Contracts for the procurement of construction services or supplies for a building, structure or other improvement to real property less than or equal to $2,000,000.
| Contracts for the procurement of construction services or supplies for a building, structure or other improvement to real property less than or equal to $2,000,000.
| Over $250,000 is only reported to the Board of Regents.
| Over $250,000 is only reported to the Board of Regents.
| Jeffrey Elliot, Kenneth Hansen, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, Kenneth Hansen, or Douglas Ewald
|-
|-
| 4.l.
| 4.l.
| Contracts for the procurement of personal property less than or equal to $400,000.
| Contracts for the procurement of personal property less than or equal to $400,000.
| Over $250,000 is only reported to the Board or Regents.
| Over $250,000 is only reported to the Board or Regents.
| Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.m.
| 4.m.
| Contracts for the procurement of construction services or supplies for building, structure or other improvement to real property over $2,000,000.
| Contracts for the procurement of construction services or supplies for building, structure or other improvement to real property over $2,000,000.
| Over $2,000,000
| Over $2,000,000
| Jeffrey Elliot, Kenneth Hansen, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, Kenneth Hansen or Douglas Ewald
|-
|-
| 4.n.
| 4.n.
| Contracts for the procurement of personal property over $400,000.
| Contracts for the procurement of personal property over $400,000.
| Over $400,000 and is not competitively bid and is not awarded to low responsible bidder and exceeds budget as approved by the Board of Regents.
| Over $400,000 and is not competitively bid and is not awarded to low responsible bidder and exceeds budget as approved by the Board of Regents.
| Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.o.
| 4.o.
| Amendment of or change order to a contract approved pursuant to Section 4m where the amendment or change order is the greater of a total price of $150,000, or represents 1.25% of the total project cost; or Section 4n, where the amendment or change order has a total price of $100,000 or less.
| Amendment of or change order to a contract approved pursuant to Section 4m where the amendment or change order is the greater of a total price of $150,000, or represents 1.25% of the total project cost; or Section 4n, where the amendment or change order has a total price of $100,000 or less.
| Over $100,000.
| Over $100,000.
| Jeffrey Elliot, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.p.
| 4.p.
Line 113: Line 110:
| Over $400,000.
| Over $400,000.
Over $250,000 is only reported to the Board of Regents.
Over $250,000 is only reported to the Board of Regents.
| Jeffrey Elliot, Deborah Thomas, Keith Swarts, or Donald Leuenberger
| Robert Jennings, Susan Kraft Mann, Jeffrey Miller, or Douglas Ewald
|-
|-
| 4.q. and 6.3.2
| 4.q. and 6.3.2
| Contracts for the procurement of the licensed professional services of an architect, engineer, landscape architect or land surveyor.
| Contracts for the procurement of the licensed professional services of an architect, engineer, landscape architect or land surveyor.
| No limit.
| No limit.
| Jeffrey Elliot, Kenneth Hansen, Deborah Thomas, or Donald Leuenberger
| Robert Jennings, Jeffrey Miller, Kenneth Hansen, or Douglas Ewald
|-
|-
| 4.r.
| 4.r.
| Contracts granting to the University a lease of or license to use or occupy real property.
| Contracts granting to the University a lease of or license to use or occupy real property.
Lease exceeds 10 years and the contract amount is over $250,000.
| Lease exceeds 10 years and the contract amount is over $400,000. Each contract for a term in excess of one year is reported to the Board of Regents.
| Each contract for a term in excess of one year is reported to the Board of Regents.
| Douglas Ewald or Jeffrey P. Gold
| Donald Leuenberger and Jeffrey P. Gold
'''For House Rentals''' - Jeffrey Miller or Douglas Ewald
For House Rentals - Keith Swarts or Deborah Thomas.
|-
|-
| 4.s.
| 4.s.
| Contracts granting to an external party a lease of or license to use University real property for a use that is not a University-related use.
| Contracts granting to an external party a lease of or license to use University real property for a use that is not a University-related use.
| Not awarded in public bid and exceeds 10 years and exceeds $500,000 for the full term of the lease. Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.
| Not awarded in public bid and exceeds 10 years and exceeds $500,000 for the full term of the lease.  
| Donald Leuenberger and Jeffrey P. Gold
Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.
| Jeffrey Miller, Douglas Ewald, or Jeffrey P. Gold
|-
|-
| 4.t.
| 4.t.
Line 136: Line 133:
| Exceeds 10 years and over $500,000.  
| Exceeds 10 years and over $500,000.  
Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.
Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.
| Donald Leuenberger and Jeffrey P. Gold
| Jeffrey Miller, Douglas Ewald, or Jeffrey P. Gold
|-
|-
| 4.u.
| 4.u.
| Contracts for or grant of an easement encumbering University real property to a governmental entity or a public utility.
| Contracts for or grant of an easement encumbering University real property to a governmental entity or a public utility.
| Over $100,000.
| Over $100,000.
Contracts in excess of $50,000 are report to the Board of Regents.
Contracts in excess of $50,000 are reported to the Board of Regents.
| Donald Leuenberger
| Jeffrey Miller and Douglas Ewald
|-
|-
| 4.v.
| 4.v.
| Contracts granting a license or assigning the right to grant a license in any University technology as part of the transfer of such technology for commercial purposes.
| Contracts granting a license or assigning the right to grant a license in any University technology as part of the transfer of such technology for commercial purposes.
| No Limit.
| No Limit.
Semi annual report of all such contracts is made to the Board of Regents
Semiannual report of all such contracts is made to the Board of Regents
| Donald Leuenberger, Jennifer Larsen, James Turpen, Herbert Davies, Michael Dixon, Jason Nickla
| Jeffrey Miller, Douglas Ewald, Jason Nickla, Michael Dixon, Rowen Zetterman, Jennifer Larsen, or Herbert Davies
|-
|-
| 4.w.
| 4.w.
Line 154: Line 151:
| No limit.
| No limit.
Biannual reporting to the Board of Regents of the compensation and length of term of each appointment to an administrative position and to a faculty position at the rank of assistant professor.
Biannual reporting to the Board of Regents of the compensation and length of term of each appointment to an administrative position and to a faculty position at the rank of assistant professor.
| James Turpen, Herbert Davies, Jeffrey P. Gold
| Rowen Zetterman, Herbert Davies, or Jeffrey P. Gold
|}
|}
*Footnote:  
*Footnote:  
# Chancellor has approval authority and has delegated it as noted.
# Chancellor has approval authority and has delegated it as noted.
# Unless multiple signatures are required the first name listed is the primary contact.
# Unless multiple signatures are required the first name listed is the primary contact.
# Proposed changes to the tables shall be submitted to the [mailto:wlawlor@unmc.edu Director, Financial Compliance and Cost Analysis].
# Proposed changes to the tables shall be submitted to the [mailto:jeffrey.miller@unmc.edu Assistant Vice Chancellor for Business and Finance].

Latest revision as of 08:41, April 19, 2024

Revised 09/19/2018

EXECUTIVE MEMORANDUM NUMBER 13

Delegation of Administrative Authority to Approve Academic-Administrative Personnel Actions

Subsection Number Description Board of Regents Approval Required UNMC Campus Signature Authority*
#1 Authority to make appointments to positions of Vice Chancellor and Dean, and equivalent ranks Subject to approval by the President and the Board of Regents Jeffrey P. Gold
#2 Authority to make appointments to positions in the academic-administrative staff below the rank of Dean or equivalent, except appointments to graduate faculty status. Delegated to the campus. Rowen Zetterman or Herbert Davies
#3 Authority to approve contracts for the services of members of the academic-administrative staff. Delegated to the campus. Rowen Zetterman, Herbert Davies or Chandrakanth Are (House Officer Agreements only)
#4 Authority to approve changes in salary, changes in type of appointment and changes in terms of conditions of appointment for any member of the academic-administrative staff.c Delegated to the campus. Rowen Zetterman or Herbert Davies
  • Chancellor has approval authority and has delegated it as noted.

Proposed changes to the tables shall be submitted to the Assistant Vice Chancellor for Business and Finance and Controller.

Revised 09/19/2018

EXECUTIVE MEMORANDUM NUMBER 14

Delegation of Administrative Authority to Approve Certain Types of University Contracts Per Board of Regents Policy 6.3.1 Authority to Approve and Execute Contracts

Subsection of RP 6.3.1 Description Board of Regents Approval Required UNMC Campus Signature Authority*
4.a. Contracts for the procurement of services or for the procurement of consumable supplies or commodities routinely used in the regular course of business in operation of the University. Delegated to the campus. Michael Hrncirik, or Anne Barnes
4.b. Contracts with a public utility for the purchase of public utility services routinely used in the regular course of business in operation of the University. Delegated to the campus. Michael Hrncirik, Kenneth Hansen, or Anne Barnes
4.c. Contracts for the purchase of gasoline, oil or diesel fuel routinely used in the regular course of business in operation of the University. Delegated to the campus. Michael Hrncirik, or Anne Barnes
4.d. Contracts for the purchase of livestock or livestock feed routinely used in the regular course of business in operation of the University. Delegated to the campus. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.e. Contracts for the procurement of products for resale to consumers through University facilities, such as items sold through a University bookstore. Delegated to the campus. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.f. Contracts where the University will provide services to an external party, including, but not limited to research, instruction, consulting, planning, technical assistance, testing, or program development service. Over $400,000 requires Board of Regents approval. Federal Awards and Research Grant/Contracts - Deborah Vetter, Beth DeCarolis, Jennifer Larsen, Rowen Zetterman, Herbert Davies, Christopher Kratochvil or Paula Turpen

Anything else - Rowen Zetterman, Herbert Davies, Douglas Ewald, Jeffrey Miller, or Susan Kraft Mann

4.g. Contracts providing for the sale of a single item of personal property owned by the University. Reasonable estimated market value over $250,000 requires Board of Regents approval. Over $100,000 is only reported to the Board of Regents. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.h. Contracts relating to the staging, performance or sponsorship of any cultural, performing arts, recreational or intercollegiate athletic event, except any contract relating to any post-season intercollegiate football bowl game. Delegated to the campus. Robert Bartee, Jeffrey Miller or Douglas Ewald
4.i. Contracts for the procurement of material to be added to the collection of any University gallery, library or museum facility in the regular course of business in operation of any such facility. Delegated to the campus. Robert Jennings, Emily McElroy, Jeffrey Miller, or Douglas Ewald
4.j. Contracts whereby University of Nebraska Television will provide services to an external party, including, but not limited to, research, instruction, consulting, planning, production, technical assistance, or program development services. Over $400,000 requires Board of Regents approval. Rowen Zetterman or Herbert Davies
4.k. Contracts for the procurement of construction services or supplies for a building, structure or other improvement to real property less than or equal to $2,000,000. Over $250,000 is only reported to the Board of Regents. Robert Jennings, Jeffrey Miller, Kenneth Hansen, or Douglas Ewald
4.l. Contracts for the procurement of personal property less than or equal to $400,000. Over $250,000 is only reported to the Board or Regents. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.m. Contracts for the procurement of construction services or supplies for building, structure or other improvement to real property over $2,000,000. Over $2,000,000 Robert Jennings, Jeffrey Miller, Kenneth Hansen or Douglas Ewald
4.n. Contracts for the procurement of personal property over $400,000. Over $400,000 and is not competitively bid and is not awarded to low responsible bidder and exceeds budget as approved by the Board of Regents. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.o. Amendment of or change order to a contract approved pursuant to Section 4m where the amendment or change order is the greater of a total price of $150,000, or represents 1.25% of the total project cost; or Section 4n, where the amendment or change order has a total price of $100,000 or less. Over $100,000. Robert Jennings, Jeffrey Miller, or Douglas Ewald
4.p. Contracts for the procurement of professional services, except services of an architect, engineer, landscape architect or land surveyor. Over $400,000.

Over $250,000 is only reported to the Board of Regents.

Robert Jennings, Susan Kraft Mann, Jeffrey Miller, or Douglas Ewald
4.q. and 6.3.2 Contracts for the procurement of the licensed professional services of an architect, engineer, landscape architect or land surveyor. No limit. Robert Jennings, Jeffrey Miller, Kenneth Hansen, or Douglas Ewald
4.r. Contracts granting to the University a lease of or license to use or occupy real property. Lease exceeds 10 years and the contract amount is over $400,000. Each contract for a term in excess of one year is reported to the Board of Regents. Douglas Ewald or Jeffrey P. Gold

For House Rentals - Jeffrey Miller or Douglas Ewald

4.s. Contracts granting to an external party a lease of or license to use University real property for a use that is not a University-related use. Not awarded in public bid and exceeds 10 years and exceeds $500,000 for the full term of the lease.

Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.

Jeffrey Miller, Douglas Ewald, or Jeffrey P. Gold
4.t. Contracts granting to an external party a lease of or license to use University real property for a use that is a University-related use. Exceeds 10 years and over $500,000.

Each contract for a term in excess of one year and $250,000 is reported to the Board of Regents.

Jeffrey Miller, Douglas Ewald, or Jeffrey P. Gold
4.u. Contracts for or grant of an easement encumbering University real property to a governmental entity or a public utility. Over $100,000.

Contracts in excess of $50,000 are reported to the Board of Regents.

Jeffrey Miller and Douglas Ewald
4.v. Contracts granting a license or assigning the right to grant a license in any University technology as part of the transfer of such technology for commercial purposes. No Limit.

Semiannual report of all such contracts is made to the Board of Regents

Jeffrey Miller, Douglas Ewald, Jason Nickla, Michael Dixon, Rowen Zetterman, Jennifer Larsen, or Herbert Davies
4.w. Contracts of employment with a University faculty or staff member, including UNMC Terms of Employment Agreements with clinical faculty and UNMC Supplemental Compensation Agreements, for appointments and salary obligations that may be approved by the President or his or her designees under Section 3.2 of the Bylaws of the Board of Regents. No limit.

Biannual reporting to the Board of Regents of the compensation and length of term of each appointment to an administrative position and to a faculty position at the rank of assistant professor.

Rowen Zetterman, Herbert Davies, or Jeffrey P. Gold
  • Footnote:
  1. Chancellor has approval authority and has delegated it as noted.
  2. Unless multiple signatures are required the first name listed is the primary contact.
  3. Proposed changes to the tables shall be submitted to the Assistant Vice Chancellor for Business and Finance.
Retrieved from "https://wiki.unmc.edu/index.php?title=Contract_Signature_Authority&oldid=15515"