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Responsible University Officer
Vice Chancellor for Development

Responsible Office
Office of University Development

POLICY ON REMOVAL OF
ASSOCIATED ENTITY APPROVED STATUS

Policy Statement

An Associated Entity’s approved status may be removed by the Chancellor only upon advance written notice provided by the Chancellor to the Associated Entity, specifying material noncompliance with or breach of: (a) UNC-General Administration Policy 600.2.5.2[R], “Required Elements of University-Associated Entity Relationship”; (b) the applicable policies of the University and UNC-General Administration; or (c) the associated entity agreement between the Associated Entity and the University. The advance written notice period shall be sixty (60) days, during which time the University may consider and accept or reject a corrective action plan submitted by the Associated Entity.

Definitions

An “Associated Entity” means any foundation, association, corporation, limited liability company (LLC), partnership, or other nonprofit entity that was: (a) established by officers of the University; or (b) that is controlled by the University; or (c) that raises funds in the name of the University; or (d) that has a primary purpose of providing services or conducting activities in furtherance of the University’s mission pursuant to an agreement with the University; or (e) that has a tax-exempt status that is based on being a support organization for the University.

University” means The University of North Carolina at Chapel Hill.

Audience

This policy applies to all Associated Entities of the University.

Background and Reason for Policy

Associated Entities engage in activities that are critical to and aligned with the mission, goals, and objectives of the University and the institutional units with which they are associated. Activities undertaken by Associated Entities include fundraising, provision of services to students and campus organizations, research support, and collaborating with organizations outside the University to promote and support initiatives and activities that are related to the University’s mission of teaching, research, and service. The University and its Associated Entities pursue shared goals and objectives.

Each Associated Entity becomes affiliated with the University pursuant to the written approval of the Chancellor. Associated Entities are in turn, subject to the direction of the applicable Associated Entity’s governing body and provide funding and other support to the University. In recognition of and to facilitate such support, Associated Entities are permitted to represent that they are affiliated with the University. In addition, many Associated Entities benefit from resources of the constituent institution in carrying out their activities.

UNC-General Administration Policy 600.2.5.2[R], “Required Elements of University-Associated Entity Relationship” (“Policy 600.2.5.2[R]”) establishes a framework of cooperation and coordination between constituent UNC institutions and their Associated Entities. Policy 600.2.5.2[R] recognizes the independence of each Associated Entity as an organization that is separate from the UNC constituent institution, while vesting responsibility in the UNC constituent institution for maintaining essential oversight and control over the UNC constituent institution’s name, marks, resources, and activities that could impact accreditation standards, and compliance responsibilities applicable to the UNC constituent institution.

An Associated Entity must maintain its approved status from the University in order to receive University-provided services and in order to use any University names, logos, or marks (See section B.1. of Policy 600.2.5.2[R]). Policy 600.2.5.2[R] permits each UNC constituent institution to select one of two procedural options to apply with respect to revoking an Associated Entity’s approved status. The University has selected the option that provides advance written notice, as set forth in the Policy Statement above.

Related Policies

Contacts

Contact Telephone Email
David S. Routh 919-962-0329 drouth@email.unc.edu

Document History

  • Effective Date: July 1, 2015
  • Last Revised Date: July 1, 2015