Policy 9-003: Endowed Chairs

Effective Date: July 1, 2010

  1. Purpose and Scope
    1. To establish University Policy regarding the use of named positions, including positions with regulated titles, and to authorize enactment of Rules to implement such Policy. This policy and any associated Rules do not apply to the ranks of Distinguished Professor, Presidential Professor, or University Professor.
    2. The use of named positions for University employees assists in attracting and retaining outstanding faculty and staff members who have distinguished themselves through their teaching, research, creative activity, administration, and service. Such positions may also honor generous donors to the University or others whom donors would like to honor by creating a named position. It is essential that holders of named positions maintain high standards of performance and responsible conduct as members of an academic community.
  2. Definitions
    1. Named position: a position awarded to an employee that bears a special title honoring a named person or organization. Named positions normally are established with special sources of funding, which may include funding gifted to the University in the form of an endowment. Such special funding may be used to increase the amount of compensation paid to or support available for the employee holding a named position.
    2. Named positions with “regulated titles” constitute a subset of named positions, distinguished because they bear certain especially prestigious titles and/or may be subject to minimum funding level requirements. Such titles include those bearing the words presidential, chair, professor, or director, and any other titles identified as regulated titles in a University Rule implementing this Policy.
  3. Policy
    1. The University shall manage the use of named positions and shall determine the level and sources of funding associated with named positions with regulated titles. The President or designee is responsible for and authorized to set minimum funding levels for any named position, thereby making such a position one with a “regulated title.” Minimum funding levels may be based on the title of the position and may be increased over time.
    2. No named position shall be named for a person or organization with whom it is not in the University's interest to be affiliated. In the event of disagreement on this point, the final decision rests with the President or designee.
    3. The President or designee shall establish procedures for establishing named positions and for appointing individuals to named positions. If the named position is to be held by a faculty member, the procedures shall be compatible with normal faculty appointment procedures.
    4. Individuals holding named positions must be reviewed and determined to have achieved satisfactory performance at least every five years to retain those positions. The President or designee, in conjunction with the Academic Senate, shall establish Rules for conducting such reviews.
    5. The Board of Trustees will be notified of the establishment of any and all named endowed chairs. This information should be presented to the Board in a timely manner and in the form of an “Information Agenda” item at a regularly scheduled monthly Board meeting.
      1. -------------
      2. [Note: Parts IV-VII of this Regulation (and all other University Regulations) are Regulations Resource Information – the contents of which are not approved by the Academic Senate or Board of Trustees, and are to be updated from time to time as determined appropriate by the cognizant Policy Officer and the Institutional Policy Committee, as per Policy 1-001 and Rule 1-001.]
  4. Rules, Procedures, Guidelines, Forms and other related resources
    1. Rules. University Rule 9-003
    2. Procedures. (Reserved)
    3. Guidelines. (Reserved)
    4. Forms. (Reserved)
    5. Other related resource materials. (Reserved)
  5. References:
    1. Policy 6-300: The University Faculty--Categories and Ranks
    2. Policy 6-302: Appointments of Faculty
    3. Policy 6-303: Retention, Promotion and Tenure of Faculty
    4. Policy 2-005: Sec. 5.C. (Review of Tenured Faculty)
    5. Policy 6-002: Sec. 10 (Consolidated Hearing Committee for Faculty Disputes)
  6. Contacts:
    1. The designated contact officials for this Policy are:
      1. Policy Owners (primary contact person for questions and advice): Associate Vice President for Faculty, the Associate Vice President for Health Sciences, and the Director of Development Services.
      2. Policy Officers: Sr. Vice President for Academic Affairs and the Sr. Vice President for Health Sciences and the Vice President for Institutional Advancement.
        1. These officials are designated by the University President or delegee, with assistance of the Institutional Policy Committee, to have the following roles and authority, as provided in University Rule 1-001:
        2. "A 'Policy Officer' will be assigned by the President for each University Policy, and will typically be someone at the executive level of the University (i.e., the President and his/her Cabinet Officers). The assigned Policy Officer is authorized to allow exceptions to the Policy in appropriate cases.... "
        3. "The Policy Officer will identify an 'Owner' for each Policy. The Policy Owner is an expert on the Policy topic who may respond to questions about, and provide interpretation of the Policy; and will typically be someone reporting to an executive level position (as defined above), but may be any other person to whom the President or a Vice President has delegated such authority for a specified area of University operations. The Owner has primary responsibility for maintaining the relevant portions of the Regulations Library... .[and] bears the responsibility for determining -requirements of particular Policies... ." University Rule 1-001-III-B & E

 

VII. History:

  • Current version: Revision 0
    1. Effective date: July 1, 2010.
    2. Approved by Academic Senate: January 11, 2010
    3. Approved by Board of Trustees: April 13, 2010
    4. Background information for Revision 0:

 

Policy: 9-003 Rev: 0
Date: July 1, 2010