UCLA DA 730.01: Soliciting, Accepting and Returning Gifts

Date:	February 28, 2006 Print
From:	Chancellor Albert Carnesale
To:	Vice Chancellor, External Affairs Michael C. Eicher Associate Vice Chancellor, External Affairs Development Rhea Turteltaub Assistant Vice Chancellor, External Affairs Finance & Information Management Neal Axelrod Assistant Vice Chancellor, Health Sciences Development Michael Brennan Assistant Vice Chancellor, UCLA College Development Tracie Christensen
References:	UC DA 2011 (To Solicit and Accept Gifts) to Chancellors, et al., dated March 23, 1994; UC DA 0225 (Authority to Return Gifts) to Chancellors and the Vice President Agriculture and University Services, dated June 5, 1969; UC Administrative Guidelines for Campus Foundations, February 12, 2004.
Supersedes:	UCLA DA 6310.1 (To Solicit and to Accept Gifts and To Return Gifts) to Vice Chancellor Charles, et al., dated July 1, 1992, and the delegation letter to Executive Director Sowell and Manager Russ, dated February 17, 1998.

Effective as of the date above, I hereby delegate to you, in your respective areas of responsibility, in accordance with the relevant provisions referenced in (a), (b) and (c), above, and the conditions set forth in the attached matrix, authority to solicit, accept and return gifts. In all cases, the gifts must be for existing academic or previously approved programs not requiring the approval of the President or The Regents. The UCLA Foundation may accept gifts in accordance with the provisions of Section II.J of the UC Administrative Guidelines for Campus Foundations.

In the exercise of the authorities described above, External Affairs officials and other officials, acting on behalf of External Affairs or the UCLA Foundation, will be governed by the conditions set forth in UC DA 2011, dated March 23, 1994. Regental, Presidential or Chancellorial authorization is required for solicitation or acceptance of any gift that involves:

any gift over $5,000,000 (Presidential approval);
any gift over $1,000,000 up to $5,000,000 (Chancellorial approval);
an exception to approved University programs or policies (Regental approval);
an obligation on the part of the University to expenditures or costs for which there is no established fund source (Regental approval);
construction of facilities not previously approved (Regental approval);
an interest in real property (Regental or Presidential approval, as appropriate);
an endowed chair or professorship (Presidential approval; UC Policy APM-191);
naming of University properties, programs and facilities (Presidential or Chancellorial approval as appropriate; UC Policy dated March, 1996; UCLA Policy 112);
a fundraising campaign over $5,000,000 for any purpose (Presidential approval; UC DA 2018).

This delegation is being reissued to revise the provisions of the delegated authority so that they are compliant with the current UC delegations of authority to the Chancellor and with the UC Administrative Guidelines for Campus Foundations (noted above, under References). In addition, a matrix of delegated authority to selected UCLA officials has been added.

This authority may not be further redelegated.

cc:	Executive Vice Chancellor & Provost Vice Chancellor, Business & Administrative Services Senior Vice President, University & External Relations General Counsel & Vice President, Legal Affairs Special Assistant, Coordination & Review Administrative Policies Coordinator