Partnership Process
The University Business Administrators (UBA) accepts new partners on an on-going basis. Joining our program is voluntary and based upon a mutual agreement between the UBA Director and the unit. The normal sequence of events is as follows:
- Prospective partner contacts the UBA Director and requests an introductory meeting.
- A meeting is established to present the UBA organizational mission overview and presentation of services.
- The presentation is given by the UBA New Site Development Team which consists of the UBA Director and/or Associate Director and 1-2 UBA Assistant Directors.
- If requested, we will continue with the assessment phase.
- The partner grants us access to review their operations, interview the staff (if appropriate) and have access to related historical materials or documents that would be helpful during the next phase.
Prospective Partner Contacts UBA Director
⇩
Meeting to Review UBA Program and Services
⇩
Historical Documents and Materials made available to Assessment Team
- Review of business and human resources processes and policies
- Review of staffing levels and positions to be included in the program
- Review of our services
Review of Business Processes
⇩
Review Staffing Levels and Positions to be included in the program
⇩
Complete Workload and Needs Assessment
- Presentation of needs assessment summary and analysis
- Recommendations presented to the prospective partner's administrators
- Discussion and negotiations of terms
Presentation of the Workload and Needs Assessment
⇩
Recommendations presented to prospective partner's administrators
⇩
Discussion and negotiations of terms
- A Letter of Agreement is provided to the prospective partner which outlines the services and personnel that will be associated with the UBA program
- A transition timeline is provided for the first 6 months
- The Letter of Agreement is finalized and signed by both parties
- Assignment of the new partner site within our organizational structure
Draft Letter of Agreement provided to the Partner
⇩
6 Month Transition Timeline provided
⇩
Letter of Agreement finalized and signed
-
Based upon the agreed services our New Site Development Team will immediately begin to incorporate and transition the new client site into our program
- Generally a meeting is held by the partner to introduce the UBA team to their unit
- Individualized meetings are set with each employee whose position is to be transferred into the UBA Program
-
We will become involved as necessary or as requested by the site, typically:
- During the first few weeks our New Site Development Team is usually present on a daily basis to ensure a smooth transition
- After that point, the assigned UBA Assistant Director will make minimum weekly visits to the site to work with staff, meet with the client site representatives and give general assistance as necessary
- The UBA Associate Director and/or Director will visit the client site representatives approximately every 2 months
-
The goal of frequent interaction is to ensure that services are being provided at the optimum level and that clear and frequent communication maintained
Should there be significant changes or requests by the client site, an amendment to the original Letter of Agreement will be initiated by the UBA Director.
Meetings scheduled with staff transitioning into UBA
⇩
UBA New Site Development Team remains on site for the first few weeks
⇩
On-Going Site Contact by Management Team
⇩
Revisions to the Letter of Agreement made as necessary