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SAMs Approved During Quarter 2, Fiscal Year 2018:

The following System Administrative Memoranda were approved by Chancellor Khator as official system policies during Quarter 2, Fiscal Year 2018 (December, 2017; January and February, 2018):

SAM Number and Name
Date Approved
Summary of Changes
SAM 01.D.07 - Anti-Discrimination Policy
February 20, 2018
Changed the title from "Discrimination and Harassment Policy" to "Anti-Discrimination Policy." Reworked content and wording to reflect guidelines in SAM 01.D.08, Sexual Misconduct Policy.
SAM 01.D.07 was in the Quarter 1, FY 2018 Review Cycle.

SAM 03.A.06 - Establishment, Maintenance, and Discontinuance of Credit Card Services
February 14, 2018
Updated titles as applicable. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.A.06 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.A.09 - Manual Checks
February 14, 2018
Changed titles as applicable. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.A.09 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.A.13 - Moving and Relocation Expenses
February 14, 2018
Changed titles as applicable. Editing changes throughout documentation from "family" to "members of their household" or "household members." Changed "dependents" to "persons" in Section 2.4.2. Added "taxable" to "income" in Section 2.6. Changed links and titles as applicable. No additional changes were indicated by the Subject Matter Experts (SMEs).
SAM 03.A.13 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.A.24 - Extension of Credit by University of Houston System Component Universities
February 14, 2018
Changes to titles to reflect current operating requirements. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.A.24 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.A.30 - Establishment of Bank Accounts
(New SAM)
December 5, 2017
This policy describes the authority and process for establishing a bank account within the University of Houston System, in addition to compliance with banking laws and Board of Regents policies.
New SAM 03.A.30 was in the Quarter 1, FY 2018 Review Cycle.

SAM 03.E.02 - Property Management
February 14, 2018
Changes to titles to reflect current operating requirements. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.E.02 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.F.02 - Endowment Management
February 14, 2018
Revised Section 3.15.1 on transfer of funds based on terms of endowment to the University of Houston Foundation. Added information to Section 13.5.3 on transfer of funds to the University of Houston Foundation being delegated to the Chancellor for approval, per Board of Regents' requirements. Also added modification to Section 3.15.6 on responsibilities of Gift Compliance Committee, the Treasurer, and the Chancellor regarding withdrawal and transfer of endowments funds and the University of Houston Foundation per Board of Regents' requirements.
SAM 03.F.02 was in the Quarter 2, FY 2018 Housekeeping Review Cycle as a Program Requirement Change.

SAM 03.F.07 - Foreign Bank Accounts
February 14, 2018
Updated titles as applicable in documentation. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.F.07 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 03.G.01 - Year End Closeout Procedures for Deficit Balances
February 14, 2018
Changes to titles to reflect current operating requirements. No additional changes were made by the Subject Matter Expert (SME).
SAM 03.G.01 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 07.A.04 - Digital Millennium Copyright Act
December 15, 2017
Replaced submitting paper designation with submitting designation online in Section 4.1. Changed "CIO or component university designate" to "component university designated agent" throughout policy. Added requirement to Section 4.5 regarding reporting use of university networks for copyright infringement activities to affected user.
SAM 07.A.04 was in the Quarter 1, FY 2018 Review Cycle.

SAM 07.A.08 - Data Classification and Protection
December 15, 2017
Added research data in the definition of mission-critical information in Section 4.3. Included encryption of data at rest when technically and feasibly possible to Data Protection Requirements (Level 1) in Section 6.1.E.
SAM 07.A.08 was in the Quarter 1, FY 2018 Review Cycle.

SAM 08.A.01 - Management and Development of University Advancement Activities
February 12, 2018
Added fundraising and Alumni Relations as activities in Section 2.1 as a responsibility for the Chancellor. Revised titles to reflect current operating requirements. No additional changes were made by the Subject Matter Experts (SMEs).
SAM 08.A.01 was in the Quarter 2, FY 2018 Housekeeping Review Cycle.

SAM 08.A.04 - Naming Opportunities
January 23, 2018
Exchanged the word "Scholarship" with "Landscaping" throughout text. Updated links throughout text. Revised Section 2.4 with information regarding extensive renovation, location, or change of facility require notification to the donors, and updating office to the System Office of Gift Compliance. Removed Section 2.6.d through Section 2.6.r, since information is duplicated in SAM 03.F.02. Changed minimum gift range for building or major facility from one-third to one-fifth. Added Sections 2.11, 2.12 and 2.13. Deleted Section 3. Updated the responsible party to the Vice Chancellor for University Advancement.
SAM 08.A.04 was in the Quarter 1, FY 2018 Review Cycle.



The updated documents are available at the Official System Administrative Memoranda web site at http://www.uh.edu/af/universityservices/policies/sam/.






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Policies and Procedures Coordinator
Peggy Levy
713-743-6636

uhpolicies@uh.edu