Notifications/Email Tab Overview

exceed_effort _threshold

Dear @FACULTY_NAME@, 

This is to notify you that you have exceeded the time threshold by @TIME_AMOUNT@ hours. Within 30 days of receiving payment, please remit a check (payable to UC Regents) for all income associated with the time above your threshold to your department Chief Financial and Administrative Officer (CFAO).

Thank you!

exceed_earnings_threshold

Dear @FACULTY_NAME@, 

This is to notify you that you have exceeded the earnings threshold by $ @EARNINGS_AMOUNT@. Please complete the Request to Exceed Threshold form in UC OATS.

Thank you!

quarterly_reminder

Dear @FACULTY_NAME@,

This is a friendly reminder from the Academic Personnel Office (APO) to enter your outside professional activities into UC OATS for the preceding quarter. 

If you have no activities to report, no action is required.

To login, please go to: https://ap.ucr.edu/apsystems/ucoats/

Thank you very much for your attention to ensure accurate and timely reporting of activities.

025 & 671

stock_valuation_above_threshold

Dear @FACULTY_NAME@,

Your proposed non-cash income has been valuated and exceeds your earnings threshold. Please check UC OATS for the information and remit a personal check (payable to UC REGENTS) for @DOLLAR_AMOUNT@ dollars to your department Chief Financial and Administrative Officer (CFAO) within 30 days of this notification.

Thank you!

stock_valuation_complete

Dear @FACULTY_NAME@,

Your proposed non-cash income has been valuated. Please check UC OATS for the information.

Thank you!

approval_forms_faculty_approved

approval_forms_faculty_feedback

Dear @TO_NAME@: 

The @ACTIVITY_TYPE@ approval request for the activity @ACTIVITY_NAME@ has been sent back to you with some feedback:

@NOTE@

Regards, 

025 & 671

annual_certification_reminder_671

Dear @FACULTY_NAME@, 

To ensure that our campus is in full compliance with outside professional activity reporting requirements under APM 671, I write to remind you of the annual requirement to report your Category I and Category II activities (see below for list) for the prior academic year by January 31 to the Academic Personnel Office (APO) .  Your department/School might have a separate internal deadline prior to APO’s deadline.  Annual reporting of outside professional activity is required for all HSCP members in all professorial series (Regular, In-Residence, Clinical X, Health Sciences Clinical, Adjunct, Visiting, and Recall) at all ranks (Instructor, Assistant, Associate, and Professor), regardless of percent of full-time effort.  If no outside professional activities were performed the prior fiscal year, annual disclosure via certification of non-participation in any outside professional activities will still be required.

To report your activity, please login into UC OATS at https://ap.uci.edu/apsystems/ucoats/ and click on the “Annual Certification” button. Please note that activities with “Payment Pending” or that are under review for prior approval must be closed out before completing the annual certification.

The list of Category I and Category II activities is:

CATEGORY I

Administration of a grant outside the University

Assuming an executive or managerial position outside of the University

Assuming founding or co-founding role of a company

Employment outside the University

Research outside the University

Teaching outside the University

CATEGORY II

Additional University-compensated teaching (CME & University Extension)
 

Consulting for for-profit entities

Consulting for government agencies

Consulting for non-profit entities

Consulting for non-profit health or education-related organizations

Consulting or testifying as an expert or professional witness

Consulting under the auspices of UC

Providing or presenting a workshop for industry

Providing outside consulting or compensated professional activities performed for entities such as the Los Alamos and Lawrence Livermore National Laboratories

Serving on a board of directors outside the University whether compensated or uncompensated

Other income-generating activities specified in approved Implementing Procedures

The link to the policy on conflict of commitment and reporting of outside professional activities under APM-671 is: https://www.ucop.edu/academic-personnel-programs/_files/apm/apm-671.pdf.

Thank you for your consideration.

annual_certification_reminder_025

Dear @FACULTY_NAME@, 

To ensure that our campus is in full compliance with outside professional activity reporting requirements under APM 025, I write to remind you of the annual requirement to report your Category I and Category II activities (see below for list) for the prior academic year by January 31 to the Academic Personnel Office (APO) .  Your department/School might have a separate internal deadline prior to APO’s  deadline.  Annual reporting of outside professional activity is required for all general campus faculty.  If no outside professional activities were performed the prior fiscal year, annual disclosure via certification of non-participation in any outside professional activities will still be required.

To report your activity, please login into UC OATS at https://ap.uci.edu/apsystems/ucoats/ and click on the “Annual Certification” button. Please note that activities that are pending or that are under review for prior approval must be closed out before completing the annual certification.

The list of Category I and Category II activities is:

CATEGORY I

Administration of a grant outside the University

Assuming an executive or managerial position outside of the University

Assuming founding or co-founding role of a company

Employment outside the University

Research outside the University

Teaching outside the University

CATEGORY II

Additional University-compensated teaching (CME & University Extension)

Consulting or testifying as an expert or professional witness

Providing or presenting a workshop for industry

Providing outside consulting or compensated professional activities performed for entities such as the Los Alamos and Lawrence Livermore National Laboratories

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

Serving on a board of directors outside the University

The link to the policy on conflict of commitment and reporting of outside professional activities under APM-025 is: https://www.ucop.edu/academic-personnel-programs/_files/apm/apm-025-07-01.pdf. 

Thank you for your consideration.

approval_forms_staff_daily

Dear @TO_NAME@: 

The following prior approval forms were created in UC OATS for your review:
@APPROVAL_FORMS_SUMMARY;noquote@ 

Regards, 

025 & 671

approval_forms_staff_weekly

Dear @TO_NAME@: 

The following are the approval forms that were created in the last week:
@APPROVAL_FORMS_SUMMARY;noquote@ 

Regards, 

025 & 671

student_involvement_reminder

Dear @ FACULTY_NAME@: 

This is a friendly reminder from the Academic Personnel Office (APO)  to update the student involvement information for each of your activity.

If you have no student involvement updates, no action is required.

To login, please go to: https://ap.ucr.edu/apsystems/ucoats/

Thank you very much for your attention to ensure accurate and timely reporting of activities and student involvement.

025 & 671

When an cat1 form request has been submitted which include in-kind contribution

Hello,

One of our faculty members indicated one or more of the following in UC OATS:

Current or pending acceptance of an honorary, visiting, adjunct, or other institutional appointment(either compensated or uncompensated) at an outside institution of higher education, research institute, or medical center affiliated with an outside institution of higher education, government, or other entity.
Current or pending participation in, or application to, talent recruitment programs sponsored by a government agency of a nation other than the United States.
Receiving grant support from a nation other than the United States
Category I information:
Faculty name: @FACULTY_NAME@
Activity Label: @ACTIVITY_NAME@
Activity Type(s):(only display if it is either of the two new ones)
@ACTIVITY_TYPES_ROLES@
Organization name: @ORGANIZATION_NAME@
Fiscal year of when the request was submitted: @FISCAL_YEAR@
ID number of the Category I: @FORM_ID@
Link to the Category I form: Go to this link
Please note that access to Category I details requires a UC OATS account. To request a UC OATS account, please reach out to your campus UC OATS Application Administrator to request 'Auditor' level access.
Start date on the Category I form: @ACTIVITY_START_DATE@

If you are unaware of this faculty’s outside activities related to the above, please reach out to the faculty directly with what information you may need