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Delegations of Authority | Financial and Administrative Services

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</div> </div> <div id="breadcrumb" class="row-full-width"><div class="inside"><h2 class="element-invisible">You are here</h2><div class="breadcrumb"><a href="/">Home</a> > <a href="/fas-guidelines-and-approval-forms">FAS Policies &amp; Guidelines</a> > <span class="breadcrumb-page-title">Delegations of Authority</span></div></div></div> <h1 class="title" id="page-title">Delegations of Authority</h1> <div class="content-top"> </div> <div id="main-wrapper"> <div id="main" class="clearfix"> <div id="content" class="column"> <div class="inside"> <a id="main-content"></a> <div class="tabs"></div> <div class="region region-content"> <div id="block-system-main" class="block block-system"> <div class="content"> <div id="node-151" class="node node-page slider-secondary clearfix" about="/delegations-authority" typeof="sioc:Item foaf:Document"> <span property="dc:title" content="Delegations of Authority" class="rdf-meta element-hidden"></span><span property="sioc:num_replies" content="0" datatype="xsd:integer" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-name-field-body field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>A formal Delegation of Authority is a statement providing the authority for specific positions to execute actions and activities, including the authority to act, commit resources, and execute agreements and other documents that are legally binding to the University.</p> <p>Please note the list of delegations of authority聽below are primarily聽relevant to Financial &amp; Administrative Services.聽 Click <a href="https://policy.ucop.edu/delegations-of-authority/current-delegations.html">here </a>to view a complete list of Presidential Delegations.</p> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" tabindex="0"> <p><strong>Delegations of Authority Background</strong></p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p>The University is governed by The Regents, which under <u>Article IX, Section 9</u> of the California Constitution has "full powers of organization and governance" subject only to very specific areas of legislative control. The President of the University is appointed by and serves at the pleasure of the Board, and exercises authority delegated by the Board pursuant to Bylaw 22.1. In turn, the President may choose to transfer certain responsibilities to other senior officers, including chancellors of the campuses, via <u>delegations of authority</u>.</p> <p>For the purpose of relevance, we will only address the Delegations of Authority (DA) significant to FAS.</p> <p>Presidential Delegations of Authority are issued by the President to specific functional roles and grant broad or limited authority for specific subject matter.</p> <ol> <li>Areas that require specific approval of the Board of Regents may not be redelegated.</li> <li>By longstanding custom, these DAs flow down through the chain of command; the same principle should apply to local delegations and redelegations at the campus level.</li> <li>Formal DAs are published by UCOP, assigned a 4-digit number (e.g., <u>DA 2612</u>), and disseminated to the campuses and labs for information (if the DA is limited to functions within UCOP) or action (if chancellors and directors elect to further delegate locally).</li> <li>Presidential DAs related to FAS are initiated by campus policy coordinator (EVCP Office) to the SVC Office and further as needed.</li> </ol> </div> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <ol> </ol> </div> <table class="js-dynamitable table table-bordered"><!-- table heading --> <thead> <tr> <th style="vertical-align: middle;"><strong><label for="Input1">DA #</label></strong></th> <th style="vertical-align: middle;"><strong><label for="Input2">Subject Authority</label></strong></th> <th><strong><label for="Input3">President Delegation</label></strong></th> <th><strong><label for="Input4">Chancellor Re-Delegation</label></strong></th> <th><strong><label for="Input5">Further Re-Delegation</label></strong></th> </tr> <!-- Filtering * js-filter => filter trigger (input, select) --> <tr> <th><!-- input filter --><input class="js-filter form-control" id="Input1" onkeyup="myFunction()" type="text" value="" /></th> <th><input class="js-filter form-control" id="Input2" onkeyup="myFunction()" type="text" value="" /></th> <th><input class="js-filter form-control" id="Input3" onkeyup="myFunction()" type="text" value="" /></th> <th><input class="js-filter form-control" id="Input4" onkeyup="myFunction()" type="text" value="" /></th> <th><input class="js-filter form-control" id="Input5" onkeyup="myFunction()" type="text" value="" /></th> </tr> </thead> <!-- table body --> <tbody> <tr> <td> <h4 style="text-align: center;"><strong>2629</strong></h4> </td> <td>Capital Project Matters</td> <td> <p><a href="https://policy.ucop.edu/_files/da/da2629.pdf">4/5/2019</a><br /> Chancellors<br /> Director-LBNL<br /> Executive VP/CFO<br /> Executive VP/COO<br /> Vice President-ANR</p> </td> <td><a href="https://ucsf.box.com/s/tmqmmdppdm2j4w5dd7f593wl6ocdb77p">9/6/2019</a><br /> Senior Vice Chancellor聽<br /> Medical Center-CEO聽</td> <td> <p><a href="https://ucsf.box.com/s/5tj33fj9snjcdy07scjkvu85andrlbm7">06/04/2024</a><br /> <strong>Finance</strong><br /> Senior AssocVC/CFO聽<br /> <strong>Real Estate</strong><br /> Chief RE Officer &amp;聽VP聽 聽 聽Health/Senior AssocVC<br /> Vice President Health<br /> Exec. Dir Health<br /> AssocVC-RE<br /> AsstVC-RE<br /> AsstVC-Planning/Architect BldgOff Permit Svcs<br /> <strong>Campus Life Services</strong><br /> AssocVC-CLS<br /> AsstVC-Facilities<br /> <strong>Research/EH&amp;S</strong><br /> Senior AssocVC/RES<br /> AsstVC-EH&amp;S</p> </td> </tr> <tr> <td> <h4 style="text-align: center;"><strong>2595</strong></h4> </td> <td>Authority to Approve Settlements of Claims and Separation Agreements with a Value of $100,000 or less and Voluntary Separation Program Agreements of Less than $50,000</td> <td> <p><a href="https://policy.ucop.edu/_files/da/da2595.pdf">3/11/2016</a><br /> Chancellors<br /> Director-LBNL<br /> Vice President-ANR</p> </td> <td> <p><a href="https://ucsf.box.com/s/everz5ri9knwvl58j422y4o7axt2cmnq">9/17/2018</a><br /> Senior Vice Chancellor聽<br /> Medical Center-CEO聽</p> </td> <td><a href="https://ucsf.box.com/s/z7h8lkwkkizsh5j8jinwmh4fqf8iub2b">1/14/2022</a><br /> Senior AssocVC/CFO<br /> CHRO<br /> VP/AsstVC-Talent Operations/Management<br /> Director-LER<br /> Director-RMIS<br /> Exec Director-MC</td> </tr> <tr> <td style="text-align: center;"> <h4><strong>2584</strong></h4> </td> <td>Revolving Fund Withdrawals</td> <td> <p><a href="https://policy.ucop.edu/_files/da/da2584.pdf">7/8/2014</a><br /> Chancellors<br /> Director-LBNL</p> </td> <td><a href="https://ucsf.box.com/s/wa61og5mh93x7drsv77ijuvkh3d9i4kr">6/29/2020</a><br /> Associate VC/Controller</td> <td>No further redelegation</td> </tr> <tr> <td style="text-align: center;"> <h4><strong>2225</strong></h4> </td> <td>Authority to Solicit Federal Grant Funding under the American Recovery and Reinvestment Act of 2009</td> <td> <p><a href="https://policy.ucop.edu/_files/da/da2225.pdf">6/16/2009</a><br /> Chancellors</p> </td> <td>No further redelegation</td> <td>No further redelegation</td> </tr> <tr> <td style="text-align: center;"> <h4><strong>2196</strong></h4> </td> <td>Authority to write off bad debts</td> <td> <p><a href="https://policy.ucop.edu/_files/da/da2196.pdf">1/24/2008</a><br /> Chancellors<br /> Exec Vice President-BO</p> </td> <td> <p><a href="https://ucsf.box.com/s/e8xwomygp1t44bnd8j079w1qlrvrraif">7/1/2013</a><br /> Senior Vice Chancellor<br /> Medical Center-CEO</p> </td> <td> <p><a href="https://ucsf.box.com/s/p26255ct5dc8oposv7hs3hfgwfp37p3c">1/9/2020</a><br /> Senior AssocVC/CFO<br /> Associate VC/Controller<br /> Senior VP/CFO<br /> VP/Chief Acctg Officer</p> </td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>2100</strong></h4> </td> <td colspan="1">Authority to execute purchase contracts, subcontracts, and standard purchase orders for materials, goods, and services to be supplied to the University</td> <td colspan="1"><a href="https://policy.ucop.edu/_files/da/da2100.html">6/11/1998</a><br /> Chancellors<br /> Director-LBNL</td> <td colspan="1"><a href="https://ucsf.box.com/s/iqzgx2j0wnq0o3gswpq23zu0g6u7wsv4">7/3/2012</a><br /> Senior Vice Chancellor</td> <td colspan="1"> <p><a aria-label="12/17/2019 SENIOR ASSOCIATE VICE CHANCELLOR/CHIEF FINANCIAL OFFICER MICHAEL CLUNE, ASSOCIATE VICE CHANCELLOR/CHIEF PROCUREMENT OFFICER JAMES HINE" href="https://ucsf.box.com/s/vpy52vnr3i4wwq2emnvysnj7po8i2d06">12/17/2019</a><br /> Senior AssocVC/CFO<br /> Associate VC-SCM<br /> <a aria-label="12/17/2019 ALICIA MURASAK" href="https://ucsf.box.com/s/a7v45s9ok18o867bvl9xhvohfivi2m26">12/17/2019</a><br /> Assistant VC-Planning</p> </td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>2055</strong></h4> </td> <td colspan="1">Authority to declare official intent to reimburse capital expenditures from proceeds of indebtedness</td> <td colspan="1"><a href="https://policy.ucop.edu/_files/da/da2055.html">3/28/1996</a><br /> Chancellors<br /> Exec Vice President-BO<br /> VP-ANR</td> <td colspan="1"><a href="https://ucsf.box.com/s/pq8irscfo9iofy0di2rbblsnkm803voa">3/18/2014</a><br /> Senior Vice Chancellor<br /> Medical Center-CEO</td> <td><a href="https://ucsf.box.com/s/6mtnf9wt54ojyd5jfp5gqyk9sqo8uivc">1/9/2020</a><br /> Senior AssocVC/CFO<br /> Senior VP/CFO</td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>1058</strong></h4> </td> <td colspan="1">Authority to execute agreements</td> <td colspan="1"> <p><a href="https://policy.ucop.edu/_files/da/da1058.html">12/30/1991</a><br /> Chancellors<br /> Exec聽Vice President-BO</p> </td> <td colspan="1"> <p><a href="https://ucsf.box.com/s/x6aagot1zq7do2t29ecblofmrro67d68">3/11/2010</a><br /> Senior Vice Chancellor</p> </td> <td> <p><a href="https://ucsf.box.com/s/uvn42vtvvxfo2xl8h45zw96xo95pks4t">11/20/2023</a><br /> Associate VC-CLS</p> </td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>0916</strong></h4> </td> <td colspan="1">Authority to execute certain affiliation agreements with other institutions or hospitals</td> <td colspan="1"> <p><a href="https://policy.ucop.edu/_files/da/da0916.html">12/8/1986</a><br /> Chancellors<br /> Director-LBNL</p> </td> <td colspan="1"> <p><a href="https://ucsf.box.com/s/hd01984xfwfeawmhv3rsrd975tkysj2v">4/8/1998</a><br /> Vice Chancellor</p> </td> <td>May not be further redelegated</td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>0856</strong></h4> </td> <td colspan="1">Authority to enter into and execute agreements pertaining to purchase of utilities commodities and services</td> <td colspan="1"> <p><a href="https://policy.ucop.edu/_files/da/da0856.html">1/14/1985</a><br /> Chancellors<br /> Vice President-ANR</p> </td> <td colspan="1"> <p><a href="https://ucsf.box.com/s/6a5qekgjksshdby4att0tuqktzeqq7k5">3/11/2010</a><br /> Senior Vice Chancellor</p> </td> <td> <p><a href="https://ucsf.box.com/s/z8m6vvh7md8w8vcbtret6se0dbxpuckp">11/20/2023</a><br /> Associate VC- CLS<br /> Assistant VC-FS</p> </td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>0777</strong></h4> </td> <td colspan="1">Authority to grant exceptions to the policy regarding employee-vendor relationships</td> <td colspan="1"> <p><a href="https://policy.ucop.edu/_files/da/da0777.html">3/25/1983</a><br /> Chancellors<br /> VP-ANR<br /> EVP-BO</p> </td> <td colspan="1"> <p><a href="https://ucsf.box.com/s/39q61rfodrrso4gsvrkxnap0lda107hr">10/22/1980</a><br /> Vice Chancellor</p> </td> <td>May not be further redelegated</td> </tr> <tr> <td colspan="1" style="text-align: center;"> <h4><strong>0693</strong></h4> </td> <td colspan="1">Authority to solicit and accept or execute extramural grants and contracts for construction of facilities</td> <td colspan="1"> <p><a href="https://policy.ucop.edu/_files/da/da0693.html">4/7/1981</a><br /> Chancellors<br /> VP-ANR</p> </td> <td colspan="1"> <p>1/20/2006<br /> MC-CEO</p> </td> <td> <p>n/a</p> </td> </tr> </tbody> </table> <!-- jquery --><script type="text/javascript" src="http://code.jquery.com/jquery-1.11.3.min.js"></script><!-- dynamitable --><script type="text/javascript" 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