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System Actions by Activity Category

This article provides details on what happens in the system when each of the Activity Types is selected. 

Multiple actions can occur when each faculty member chooses an activity type. The following is an explanation of each kind of action.

Activity Type

Category
Type

APM
Policies

IP Questions
appear

In-kind questions shown on the Cat I form

COI 
email sent

Included in
240-246 report

240-246
Board Member
count (3)
Administration of a grant outside the University

1

025, 671

Yes

Yes

Yes

Yes

-
Assuming an executive or managerial position outside of the University

1

025, 671

Yes

-

-

Yes

-
Assuming founding or co-founding role of a company

1

025, 671

Yes

-

-

Yes

-
Employment outside the University

1

025, 671

Yes

-

-

Yes

-
Honorary, visiting, adjunct, or other institutional appointment (either compensated or uncompensated) at an institution

1

025, 671

Yes

-

Yes

-

-
Research outside the University

1

025, 671

Yes

Yes

-

Yes

-
Talent recruitment programs sponsored by a government agency of a nation other than the United States

1

025, 671

Yes

Yes

Yes

Yes

-
Teaching outside the University

1

025, 671

-

-

-

Yes

-
Consulting or testifying as an expert or professional witness

2

025, 671

-

-

-

Yes

-
Additional University - compensated teaching (CME & UNEX) or self-supporting UC degree programs. (For purposes of this section, Summer Session teaching is excluded; see APM 661, Additional Compensation: Summer Session Teaching.)

2

025

-

-

-

Yes

-
Additional University-compensated teaching (CME & UNEX) or self-supporting UC degree programs

2

671

-

-

-

Yes

-
Consulting for a domestic or foreign government agency

2

025, 671

-

-

-

Yes

-
Consulting for for-profit entity

2

671

Yes

-

-

Yes

-
Consulting for non-profit entity

2

671

Yes

-

-

Yes

-
Consulting for non-profit health or education-related organization

2

671

Yes

-

-

Yes

-
Consulting under the auspices of UC

2

671

-

-

-

Yes

-
Other income generating activities specified in approved Implementing Procedures

2

671

Yes

-

-

Yes

-
Providing or presenting a workshop for industry

2

025, 671

Yes

-

-

Yes

-
Providing outside consulting or compensated professional activities performed for Los Alamos National Security and Lawrence Livermore National Laboratories

2

025, 671

-

-

-

Yes

-
Providing outside consulting services or referrals or engaging in professional practice as an individual or through a single-member professional corporation or sole proprietorship

2

671

Yes

-

-

Yes

-
Serving on a board of directors outside the University

2

025, 671

Yes

-

-

Yes

Yes
Accepting honoraria for scholarly, intellectual, educational, outreach work within the course and scope of employment

3

671

-

-

-

Yes

-
Attending and presenting talks at university/academic colloquia and conferences

3

025, 671

-

-

-

Yes

-
Developing scholarly or creative works

3

025, 671

Yes

-

-

Yes

-
Receiving prizes, defined as gifts in recognition of personal achievements and not for services rendered

3

671

-

-

-

Yes

-
Reviewing manuscripts, acting in an editorial capacity

3

025, 671

-

-

-

Yes

-
Serving on government or professional panels or committees or as an officer or board member of a professional or scholarly society

3

025, 671

-

-

-

Yes

Yes

IP Questions

The following are the IP questions that appear when a faculty member selects some of the activity types.

IP Question

Does this activity use or propose to use intellectual property (IP) developed at the University of California (using University resources)?*

  • If yes
    •  Have you consulted with your campus technology management office?*
  • If yes
    • A license agreement is under review or in place.
    • UC has released the intellectual property.
Did you or do you plan to create any IP in your outside activity (and assign your rights to the entity)?*

Did you make any invention and/or create any non-scholarly/non-aesthetic copyright material (e.g. software) in the course of your outside activity?

  • If yes
    • Disclaimer: Please provide documentation of communication with your campus technology management/licensing staff in the NOTES section OR if you have not yet contacted your campus technology management/licensing staff, please disclose immediately such intellectual property to that office.

In-Kind Questions show on Category I form

The In-Kind questions will appear on a Category I form if any of the following Category types are selected:

  • Administration of a grant outside the University
  • Research outside the University
  • Talent recruitment programs sponsored by a government agency of a nation other than the United States

COI email notification

An email notification will be sent to your campus COI contact any time a faculty member submits a new activity with the following: 

  1. Non-US Organization - Answer Yes to the following question: "To the best of your knowledge, is this a non-U.S. organization?."
  2. Category I types - Select one of the following:
    • Administration of a grant outside the University
    • Honorary, visiting, adjunct, or other institutional appointment (either compensated or uncompensated) at an institution
    • Talent recruitment programs sponsored by a government agency of a nation other than the United States

COI notify email template

240-246 Report

The role for 240 and 246 faculty administrators is added to the 240-246 report.

Example of a 240-246 report

240-246 Board Member

Faculty Administrators may serve on up to three boards. Certain activity categories are automatically counted as a board toward this limit when selected.

Related Articles

Application Administrator
Faculty In-Kind Contributions 
System Actions by Activity Category

 

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Last Modified: 2025-09-25 09:34:06.451694-07

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