UC Santa Barbara Policies                             Policy 3100
   Issuing Unit:  Institutional Advancement                              
   Date: September 1, 1992
   
   
   
                                   
                    UNIVERSITY EMPLOYEES RELATIONS
                   WITH STATE AND FEDERAL OFFICIALS
   
   
   I.   REFERENCES
   
        A.   Standing orders of The Regents, Section 101.1(k).
        
        B.   President Hitch's memorandum to Chancellors, et al., dated
             February 25, 1970 (amended by memoranda dated May 4, 1970 and
             October 8, 1970).
        
        C.   Chancellor Cheadle's memorandum to Department Chairmen and
             Administrative Officers, dated March 5, 1970.
   
   II.  POLICY
   
        Individual, university employees or groups of employees shall not,
        unless they are specifically authorized by the President, act or
        give the appearance of acting on behalf of the University when
        communicating with state or federal governmental officials
        concerning policies or legislation relating to the University.
        
        Individual university employees or groups of employees shall not
        lobby or give the appearance of lobbying, for the purpose of
        furthering the particular interests of any individual member,
        department, campus, or other unit of the University.
        
        This policy does not apply to informal discussions with Regents
        whether ex-officio or appointed, and is not intended to discourage
        the free flow of communication among Regents, administrators,
        faculty, staff and students of the University.
   
   III. PROCEDURE FOR FORMAL CONTACTS WITH OFFICIALS AND AGENCIES
   
        A.   Contact by State/Federal Agencies
        
             If an individual university employee is invited by a member of
             a committee of the State Legislature or Congress or by any
             other state or federal governmental agency or officer to
             discuss pending legislation or policy relating to the
             University or to serve on a governmental commission, board, or
             committee relating to the University, the invitee must notify
             the President, through the Chancellor to the Special Assistant
             to the President (Sacramento Office) in regard to state matters
             and through the Chancellor to the Senior Vice President--
             University Relations in regard to federal matters.
        
        B.   Visits to Sacramento or Washington
        
             When visits to Sacramento or Washington in connection with
             University business are planned, the University's Sacramento
             Office or Washington Office, respectively, should be notified
             in advance.  When appropriate, an informal report of the
             results of such visits should be sent to these offices as soon
             as possible.
        
        C.   Correspondence
        
             When corresponding with state and federal officials, University
             letterhead should be used only when the writer is representing
             the University; letters expressing personal views should be
             written on personal stationery.  A copy of University
             letterhead correspondence with principal state and federal
             officials, including members of the Congress and the
             Legislature, should be sent directly to the Sacramento or
             Washington office, as appropriate.
        
        D.   Campus Visits by State/Federal Officials
        
             Reports on campus visits by, or on services rendered to members
             of the State Legislature, Congress, or principal officers of
             government shall be made to the President, via the Chancellor
             to the Special Assistant to the President (Sacramento Office)
             for state officials or to the Senior Vice President--University
             Relations for federal officials.



Please direct questions about these policies to Meta.Clow@vcadmin.ucsb.edu. For questions or comments regarding the format of the above information, please contact webcontact@ucsbuxa.ucsb.edu


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Last Modified By: EBH, 7/09/98