DA 2011

The authority granted to the President to solicit and accept gifts, under Section 100.4(dd) of the Standing Orders of The Regents, is delegated to you within your respective jurisdictions, up to and including a value of $5 million, effective immediately, with the exceptions noted below.

In addition, the Vice President--University and External Relations is authorized:

1.

to approve solicitation or acceptance of any gift over $5 million, an authority which shall not be redelegated; and



2.

to accept gifts to the University which have not been designated for a specific campus or which have been designated for use by more than one campus or on a Universitywide basis.

Regental authorization is required for solicitation or acceptance of any gift that involves:

1.

exceptions to approved University programs or policies [Standing Order 100.4(dd)(1)];



2.

obligations on the part of the University to expenditures or costs for which there is no established fund source [Standing Order 100.4(dd)(1)];



3.

construction of facilities not previously approved [Standing Order 100.4(dd)(1)];

Regental or Presidential authorization, as appropriate, is required for solicitation or acceptance of any gift that involves an interest in real property [Bylaw 21.3(f)(2)(aa)].

Your authority to act is subject to the following conditions:

1.

Whenever there is any ambiguity in the terms of a gift proposal or other question as to its legal effect, the matter shall be referred to the General Counsel and Vice President for Legal Affairs for interpretation and advice. A copy of the proposal and the General Counsel's opinion shall be provided to the Vice President--University and External Relations. If there is any doubt whether gift terms comply with the policies of the University, including those set forth in the Development Policy and Administration Manual, the questions shall be referred to the Vice President--University and External Relations for interpretation and advice prior to acceptance.



2.

Gifts to The Regents shall be accepted, administered, documented, and reported in accordance with established University policies, guidelines, and procedures.



3.

Gifts to Campus Foundations shall be accepted, administered, documented, and reported in accordance with the September 15, 1989 Policy on Campus Foundations and the October 13, 1989 Administrative Guidelines for Campus Foundations.



4.

Gifts to University Support Groups shall be accepted, administered, documented, and reported in accordance with the November 16, 1990 Policy on University Support Groups and the April 24, 1991 Administrative Guidelines for University Support Groups.



5.

Gifts to The Regents shall be accepted in the name and become the property of The Regents of the University of California.



6.

Gifts of $1 million and more to The Regents, the Campus Foundations, and the University Support Groups shall be reported quarterly to the President by the Chancellor; this responsibility shall not be redelegated.

For purposes of this delegation the dollar amount of a gift shall be the amount of cash actually received; or, if in the form of a pledge, the full amount pledged; or shall be equivalent to the fair market value of securities or personal property.

Any redelegation of this authority shall be limited to the solicitation or acceptance of gifts which do not exceed $1 million. Redelegation by the Chancellors and the Vice President-- Agriculture and Natural Resources shall be in writing with copies to the Vice President-- University and External Relations, the Special Assistant--Coordination & Review, and the General Counsel and Vice President for Legal Affairs. Any redelegation by the Vice President- -University and External Relations shall be in writing with copies to the Special Assistant--Coordination & Review and the General Counsel and Vice President for Legal Affairs.

This delegation supersedes the March 24, 1986 delegation of authority to Chancellors, the Vice President--Agriculture and Natural Resources, and the Vice President--Budget and University Relations on this same subject (DA 0894).


J. W. Peltason

cc:

Members, President's Cabinet
Special Assistant--Coordination & Review
Principal Officers of The Regents