Contract Signature Authority: Difference between revisions

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Revised 01/20/2015
Revised 07/01/2015


<big>EXECUTIVE MEMORANDUM NUMBER 13</big>
<big>EXECUTIVE MEMORANDUM NUMBER 13</big>
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| 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
| James Turpen or Herbert Davies
|-
|-
| #3
| #3
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*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:wlawlor@unmc.edu Controller].
   
   
<p>Revised 01/20/2015</p>
<p>Revised 07/01/2015</p>
<big>EXECUTIVE MEMORANDUM NUMBER 14</big>   
<big>EXECUTIVE MEMORANDUM NUMBER 14</big>   
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! 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. || Jeffrey Elliott or Deborah Thomas
|-
|-
| 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. || Jeffrey Elliott, Deborah Thomas, or Kenneth Hansen
|-
|-
| 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. || Jeffrey Elliott or Deborah Thomas
|-
|-
| 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. || Jeffrey Elliott or Deborah Thomas
|-
|-
| 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. || Jeffrey Elliott or  Deborah Thomas
|-
|-
| 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 or Paula Turpen
| 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 or Paula Turpen
'''Anything else''' - J Turpen, H Davies, DS Leuenberger, D Thomas, or K Swarts
'''Anything else''' - James Turpen, Herbert Davies, Deborah Thomas, Keith Swarts, 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
| Jeffrey Elliott or Deborah Thomas
|-
|-
| 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 or Deborah Thomas
|-
|-
| 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
| Jeffrey Elliott, Emily McElroy, Deborah Thomas, or Keith Swarts
|-
|-
| 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
| James Turpen 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
| Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
|-
|-
| 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
| Jeffrey Elliott, Deborah Thomas, or Keith Swarts
|-
|-
| 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
| Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
|-
|-
| 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
| Jeffrey Elliott or Deborah Thomas
|-
|-
| 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
| Jeffrey Elliott or Deborah Thomas
|-
|-
| 4.p.
| 4.p.
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| 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
| Jeffrey Elliott, Deborah Thomas, Keith Swarts, or Susan Kraft Mann
|-
|-
| 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
| Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
|-
|-
| 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. Each contract for a term in excess of one year is reported to the Board of Regents.
| Lease exceeds 10 years and the contract amount is over $250,000. Each contract for a term in excess of one year is reported to the Board of Regents.
| Donald Leuenberger and Jeffrey P. Gold
| Deborah Thomas or Jeffrey P. Gold
'''For House Rentals''' - Keith Swarts or Deborah Thomas.
'''For House Rentals''' - Keith Swarts or Deborah Thomas
|-
|-
| 4.s.
| 4.s.
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| Not awarded in public bid and exceeds 10 years and exceeds $500,000 for the full term of the lease.  
| 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.
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
| Deborah Thomas and Jeffrey P. Gold
|-
|-
| 4.t.
| 4.t.
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| 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
| Deborah Thomas and Jeffrey P. Gold
|-
|-
| 4.u.
| 4.u.
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| 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 report to the Board of Regents.
| Donald Leuenberger
| Deborah Thomas
|-
|-
| 4.v.
| 4.v.
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| No Limit.
| No Limit.
Semi annual report of all such contracts is made to the Board of Regents
Semi annual report of all such contracts is made to the Board of Regents
| Donald Leuenberger, Jennifer Larsen, James Turpen, Herbert Davies, Michael Dixon, Jason Nickla
| Deborah Thomas, Jennifer Larsen, James Turpen, Herbert Davies, Michael Dixon, or Jason Nickla
|-
|-
| 4.w.
| 4.w.
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| 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
| James Turpen, 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:wlawlor@unmc.edu Controller].

Revision as of 09:18, July 1, 2015

Revised 07/01/2015

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. James Turpen or Herbert Davies
#3 Authority to approve contracts for the services of members of the academic-administrative staff. Delegated to the campus. James Turpen,

Herbert Davies, Michael Wadman (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. James Turpen or Herbert Davies
  • Chancellor has approval authority and has delegated it as noted.

Proposed changes to the tables shall be submitted to the Controller.

Revised 07/01/2015

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. Jeffrey Elliott or Deborah Thomas
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 Elliott, Deborah Thomas, or Kenneth Hansen
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 Elliott or Deborah Thomas
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 Elliott or Deborah Thomas
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 Elliott or Deborah Thomas
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 or Paula Turpen

Anything else - James Turpen, Herbert Davies, Deborah Thomas, Keith Swarts, 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. Jeffrey Elliott or Deborah Thomas
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 or Deborah Thomas
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. Jeffrey Elliott, Emily McElroy, Deborah Thomas, or Keith Swarts
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. James Turpen 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. Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
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. Jeffrey Elliott, Deborah Thomas, or Keith Swarts
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 Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
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. Jeffrey Elliott or Deborah Thomas
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. Jeffrey Elliott or Deborah Thomas
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.

Jeffrey Elliott, Deborah Thomas, Keith Swarts, or Susan Kraft Mann
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. Jeffrey Elliott, Kenneth Hansen, or Deborah Thomas
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 $250,000. Each contract for a term in excess of one year is reported to the Board of Regents. Deborah Thomas or Jeffrey P. Gold

For House Rentals - Keith Swarts or Deborah Thomas

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.

Deborah Thomas and 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.

Deborah Thomas and 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 report to the Board of Regents.

Deborah Thomas
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.

Semi annual report of all such contracts is made to the Board of Regents

Deborah Thomas, Jennifer Larsen, James Turpen, Herbert Davies, Michael Dixon, or Jason Nickla
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.

James Turpen, 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 Controller.
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