The University invites comments on a proposed revised Policy and Procedure Manual (PPM) 230-8, Endowed Chairs and Professorships. Proposed revisions are meant to align local campus policy with UC policy as well as reflect historical changes to local endowed chair and professorship requirements.
The proposed draft represents the second campus-wide review for proposed revisions to PPM 230-8 and includes updates in response to feedback collected from the initial review.
Initial revisions included the following:
- Renumber of PPM 230-8, Endowed Chairs and Professorships, to PPM 230-191 to align with related Academic Personnel Manual (APM) Section 191, Policy on Endowed Chairs and Professorships.
- Removal of Organized Research Unit (ORU) as an option for the assignment of an Endowed Chair.
- Increase in the required minimum gift amount to establish an endowed chair from $500,000 to $1,000,000 per Chancellor’s Endowed Chair guidelines and UC San Diego Policy and Procedure Manual (PPM), Section 410-30, Endowed and Current Gift Fund Minimum Policy.
- Alignment with Regents Standing Order 100.4 issued July 11, 2019 delegating endowed chair approval authority from the President to campus Chancellors.
- Removal of Permanent Endowed Chairs as a type of endowed chair with the addition of a footnote specifying endowed chair appointments at UC San Diego have been either Term or Administrative in nature since 2015.
- Removal of the requirement for review and approval by the Campus Chief Financial Officer and Campus General Counsel for proposals to fund all or any portion of a chair endowment through a deferred gift or future bequest.
- Addition of “Donor request for disestablishment” as a possible and acceptable endowed chair disestablishment event.
- Technical revisions such as a rearrangement of sections, title updates, numbering updates, and formatting.
- Addition of “Donor request for disestablishment” as a possible and acceptable endowed chair disestablishment event.
- Technical revisions such as rearrangement of sections, title updates, numbering updates and formatting of Attachment I.
Additional revisions include the following:
- Modified footnote, page 3, to define a “Permanent Endowed Chair” and clarify what happens with a permanent endowed chair is vacated.
- Section 230-191.C.1:
- Removal of redundant and outdated language.
- Replacement of “University Educational Policy Committee (EPC)” with “Applicable UC San Diego Academic Senate Committee”.
- Section 230-191.D:
- Replacement of “Income” with “Payout” to align with common endowed chair verbiage.
- Section 230-191.E:
- Replacement of outdated language with updated verbiage and references to local UC San Diego policy.
- Appendix I, II, and III:
- Various technical revisions, omissions and additions to consolidate information contained within the appendices and policy.
A draft of the proposed policy PPM 230-191 (PPM 230-8) can be found on the Academic Personnel Services website by clicking here and expanding the header titled “UC San Diego Policies Under Review (PPM)”.
If you have questions or wish to provide comments, please contact Gabriel Lopez, Director of Policy and Family Programs, at academicpersonnel@ucsd.edu, no later than June 30, 2023.
