APM 025 Summer Policy and Documenting and Certifying Activities in OATS

May 31, 2019

By Grace McClintock, Assistant Vice Provost Academic Personnel 

DEANS
DEPARTMENT CHAIRS
DEPARTMENT MANAGERS
DIVISIONAL ACADEMIC PERSONNEL COORDINATORS
SENATE FACULTY
VICE PROVOSTS


Dear Colleagues:

As the end of the academic year approaches, I write to remind faculty, deans, and faculty administrators about the requirement to document all APM 025 Category I and II activities in the Outside Activity Tracking System (OATS).
 
The current reporting period is July 1, 2018 through June 30, 2019. Senate faculty, deans, and faculty administrators will be able to certify their 2018-19 activities in OATS beginning July 1, 2019. Senate faculty are required to certify their 2018-19 activities in OATS by September 30, 2019.
 
The following APM 025 policy reminders are especially relevant to the summer period:
 
Prior Approval

Prior approval is required to engage in an APM 025 Category I activity or to involve a student in an outside professional activity. This requirement is always in effect, even if the activity will occur during the summer months or while on leave, including leaves without salary. Prior approval for student involvement applies to students for whom the faculty member has, or expects to have, academic responsibility (instructional, evaluative, or supervisory).

Engaging in Category I and II Activities During Summer

During the summer period, academic-year faculty do not have restrictions on the number of days for Category I and Category II activities unless the faculty member is receiving additional summer salary compensation from the University.

If an academic-year faculty member receives additional summer compensation, the limit on Category I and II activities is the equivalent of eight hours per week during the period in which such compensation is received. The 312-hour maximum during the academic year is distinct and separate from the equivalent of eight hours per week during the period in which summer compensation is received.

Academic-year faculty will use the “Summer Hours Info” section in OATS to manage and report the Category I and Category II activities they engage in while receiving summer salary.

Resources and additional information regarding OATS and APM 025 policy and procedures can be found on the UCSC APO OATS Webpages. Please refer to recent memos about OATS for additional details on relevant policies and expectations for using the new system.
 
Log into OATS with your CruzId and Gold Password at the UCSC OATS portal page: https://ucsc.ucoats.org
 
If you have questions regarding any information in this memo, please email oats@ucsc.edu.

CC:
Chancellor Blumenthal
VPAA Lee
CP/EVC Tromp