Creating an Endowed Chair (Scripps Institution of Oceanography)

• Works with the Scripps Institution of Oceanography (SIO) development office to propose an endowed chair and execute the gift agreement

• Drafts a letter proposing the endowed chair with input from the SIO Dean and the SIO Development Office. The letter:
  • Explains how the proposed endowed chair fits into the academic plan for the department or school
  • Serves as a proposal to establish and name an endowed chair
• Drafts the item for action
  • Proposed name of the chair
  • Explains how the chair will be funded
  • Provides information on donor or honoree
  • Provides information about the proposed chair and any conditions of the chair
• Obtains the signature of the SIO Dean on the proposal letter
• Requests a pre-review of the endowed chair documents from the Office of Institutional Advancement, UCOP
• Sends the original signed letter and the draft item for action to the Executive Vice Chancellor - Academic Affairs

• Forwards the proposal to the Academic Senate Chair

• Submits the proposal to the Educational Policy Committee (EPC)

• Evaluates the proposal
• If approved, sends its recommendation to the Executive Vice Chancellor – Academic Affairs (EVCAA) with copies to:
  • Academic Senate Chair
  • Academic Senate Vice-Chair
  • Senate Committee on Academic Personnel (CAP)
• If not approved or if there are questions, sends a communication to the EVCAA

• Sends the original approval letter to the Donor Stewardship Office
• Sends copies of the approval to:
  • SIO Dean
  • SIO development director
  • Assistant Vice Chancellor – Academic Affairs
  • Associate Vice Chancellor – University Development
  • Academic Personnel Services (APS)

• Drafts the EVCAA's letter to theChancellor recommending approval of the proposed chair
• Finalizes the item for action
• Sends the letter and finalized item for action to theEVCAA's office for signature and routing to the Chancellor

• Reviews the item for action
• Signs the EVCAA's letter, if approved
• Sends the apporoval letter to the EVCAA and Office of Donor Stewardship

The appointment process (see Step 11) can begin after approval by the Chancellor

• Sends a copy of the approval letter to the:
  • Academic Personnel Services (APS)
  • Divisional Dean
  • Department Chair (if applicable)

• Sends a copy to:
  • SIO Development
  • Other relevant parties

• For the appointment process, please see the appropriate instructions:
  • Appointment to a Non-Department-Based Endowed Chair (SIO)
  • Appointment to an Administrative Endowed Chair (SIO)