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Office of Faculty Affairs and Development

The Faculty Endowment Process begins at the point when the Office of Development has submitted the Gift Agreement Memorandum to UT System for approval.

Step I – Approved New Endowment

  1. Endowment and Donor Relations Officer in Development receives endowment approval from UT System.
  2. 开发办公室将董事会的“批准摘要”以及礼品协议的副本发送给执行副总裁兼首席学术官（EVPCAO）以及适当的学校/学院的发展官。

Step II – Holder Recommendation and Approval (First Time and Replacing Holders)

  1. After completion of the peer-review process, the Dean or Institute Director submits recommendation letter (样本推荐信）赋予EVPCAO的职位，以审查并向总统批准。
  2. EVPCAO returns a copy of the approved recommendation to the Dean or Institute Director and to the Development Office.
  3. The School or Institute will prepare an “Endowment Holder Request for Budget Change (RBC) Appointment Letter” (Sample RBC Letter）根据人力资源系统数据资源准备的RBC截止时间表的生效日期。
  4. The RBC letter must include the following financial information for the holder: Holder Name, Title, Base Salary with all additive salary, and HRMS Department ID.
    • 学校/研究所联系人持有人讨论薪水细节。
    • 学校/学院联系人力资源薪酬，以创建/修改持有人的工作代码。
      HR Compensation requires the following information:
      • Title (long and short versions, with the short version limited to 30 characters)
      • Effective Date (should match RBC Letter and PA)
      • 该职位将向谁报告
      • Reimbursement Type (faculty or academic A&P)
      • 分类 - 教师或学术A＆P（不一定与报销类型相同）
    • School/Institute begins preparation of Personnel Action Request (PA) for SDR.
  5. The School or Institute will submit to the EVPCAO the completed Endowment Holder RBC Appointment letter with Dean or Director’s signature/approval. EVPCAO will then forward to President for signature/approval.
  6. In conjunction with the completed RBC letter, the School or Institute must submit the electronic Personnel Action Request (PA) to SDR.

Step III – RBC and Personnel Action Request (First Time and Replacing Holders)

  1. EVPCAO receives approved Endowment Holder RBC Appointment Letter from President.
  2. Original approved Endowment Holder RBC Appointment Letter is forwarded to SDR with copies to EVPCAO, Development Office, and Dean or Institute Director.
  3. 在收到批准的捐赠持有人RBC任命信和PA后，SDR准备了电子RBC并提交UT系统批准。（注意：SDR必须同时收到批准的RBC信件和人事行动请求，然后将电子RBC发送到UT系统批准。）
  4. 经系统批准RBC后，SDR进入学校/学院提交的PA，并将批准的RBC的副本发送到EVPCAO办公室。收到系统批准后，EVPCAO通知院长或研究所董事和开发办公室。
  5. Upon entry of the PA, SDR will notify the Post Award Finance Team (PAF) of any FMS changes regarding PI or department code for endowment account.

Step IV – First Time and Replacing Holder Notification

  1. EVPCAO prepares congratulatory letter to Holder from President. EVPCAO sends original signed congratulatory letter to Development for processing to the appointed Holder. The Development Office sends the Holder a complete packet which includes the following:
  2. 开发办公室将祝贺信的副本分发给了EVP兼首席学术官，院长或研究所董事，霍德部门主席，公共事务和人力资源系统数据资源。
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