Creating an Endowed Chair (Health Sciences)

• Works with SOM Development officer to propose an endowed chair and execute the gift agreement

• Drafts a letter proposing the endowed chair with input from SOM Dean, Department Chair (if applicable), and Health Sciences Development Office. The letter:
  • Explains how the proposed endowed chair fits into the academic plan for the division
  • 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 SOM Dean on the proposal letter
• Sends copies of the proposal letter and draft item for action to the:
  • Associate Dean, SOM, Academic Personnel
• Requests a pre-review of the endowed chair documents from the Office of Institutional Advancement, UCOP
• Sends the original, signed letter and draft item for action to the Health Sciences Faculty Council (HSFC) appointed liaison

• Evaluates the proposed chair item for action
• If approved, HSFC sends its recommendation to the Vice Chancellor – Health Sciences
• If not approved, HSFC sends a letter to the Vice Chancellor – Health Sciences with a copy to the Dean

(Please note that the Skaggs School of Pharmacy and Pharmaceutical Sciences has a seperate council to review)

• Sends the original approval letter to the Donor Stewardship Office
• Sends copies of the proposal to the:
  • SOM Dean
  • Executive Vice Chancellor – Academic Affairs (EVCAA)
  • SOM Development Office
  • Senate Committee on Academic Personnel (CAP)
  • Academic Personnel Services (APS)
  • Department Chair (if the endowed chair is attached to a particular department)

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

• Reviews the item for action
• Signs the EVCAA's letter, if it is approved
• Returns the approval letter to the EVCAA and Office of Donor Stewardship

The appointment process (see Step 10) can begin after approval by the Chancellor

• Sends a copy of the approval letter to Academic Personnel Services (APS)

• Sends a copy to the Associate Vice Chancellor – Health Sciences

• Sends copies to the SOM Dean and the Associate Vice Chancellor, Health Sciences Development

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