Bookstein Institute


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Charter for the Bookstein Institute for Higher Education in Taxation of the College and Business and Economics California State University, Northridge (.pdf)

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In keeping with the guidelines and procedures outlined in Organization and Administration of Institutes (AA 150-60 of April 28, 2000) and the directives of the College of Business and Economics, the Bookstein Institute for Higher Education in Taxation shall be named, organized, and administered as follows:

I. Name

The name of this organization shall be the Institute for Higher Education in Taxation

II. Purpose and Functions

The purpose of the Institute for Higher Education in Taxation, hereafter referred to as the Institute, is to be the greater San Fernando Valley’s hub for education, scholarship, and community service in taxation.

III. Membership (if applicable)

Not applicable

IV. Organization of the Institute

A. Supervising University Unit

The Institute shall operate under the College of Business & Economics.

B. Organizational Structure

The Institute shall be managed by:

1. Director

The Director shall be appointed (annually or every 3 years or whatever your term is) by the Dean of the College in consultation with the Advisory Board. The Director shall be directly responsible to the Dean. Additional administrative and management positions may be established as needed by the Director in consultation with the Advisory Board and with the approval of the Dean. If deemed appropriate, the Dean may function as Director.

2. Advisory Board

The Advisory Board shall advise the Director on community needs, interests and problems, recommend general guidelines and activities that will benefit the Institute and its mission and in general, serve as a resource to the Institute in its goal to link academic work to community issues and concerns. Members shall be selected based on their involvement in issues and activities related to the particular project being undertaken by the Institute. These members will be selected by the Director in consultation with the Chair and the Dean.

C. Administration
1. Administration: Director

Under the oversight of the Dean of the college, the Director shall be responsible for the general operation and administration of the Institute. Responsibility for the direct operation of a specific program may be delegated, as may other responsibilities of the Director as necessary.
The Director shall be responsible for allocating funds, staffing programs, administrative operations, and for arranging for space, equipment, and other resources and facilities required to support and promote the work of the Institute. All decisions concerning staffing and expenditures made by the Director must have approval of the College Dean or his designee. The Director is also responsible for the preparation of the Institute’s annual report, as required by University policy.

2. Administration: Advisory Board

The Advisory Board shall serve as a scholarly and administrative resource.

3. Administration: Dean

The Dean of the college will be responsible for reviewing and approving all Institute activities and published material. This review and approval process shall ensure that activities and published material of the Institute contributes to the fulfillment of the CSU and CSUN missions, are consistent with acceptable standards of scholarship, the charter of the Institute and goals of the College, and otherwise conform to applicable laws, regulations, and policies of the University.

V . Finances

A. Source of Funds

The Institute shall operate from the funds made available by the Bookstein Institute for Higher Education in Taxation’s endowment, which is held and administered by the University’s Foundation. The Institute may also supplement its funds by securing external grants and donations.

B. Operations

In consultation with the College Dean, the Director will be responsible for all financial operations of the Institute and for maintaining its financial soundness.

C. Management of Resources

The use of resources shall be subject to review and must be approved by the Dean.

VI. Annual Report

A. Proposed Activities

Each year by a date established by the Dean of the college, the Director shall submit to the Dean of the College (a) an annual report that conforms to the established format and (b) a business plan for the coming academic year. The Director will then meet with the Dean to review all proposed activities, publicity, plans, advisory board changes, and budget projections for proposed Institute projects. The Dean will review additional activities proposed during the academic year, as necessary. The Advisory Board will review the annual report prior to submission, as appropriate.

B. Submission of Annual Report

By September 15 of each year, the Director shall forward to the Provost or their designee a copy of the completed annual report.

C. Contents of Annual Report

The annual report shall include a financial statement, an activities statement for the previous year and a summary business plan for the upcoming academic year.

VII. Period of Operation

The Institute will be dissolved no later than September 15, 2017, unless this Charter is renewed prior to that date upon application to the Provost. Similarly, all projects and component organizations of the Institute shall operate for fixed periods and shall be automatically dissolved at the end of the period unless renewed by the Director, in consultation with the Advisory Board and the Dean.