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Activity Type Descriptions


This article provides a description of the activity type options available when a faculty member enters a new activity into their workspace.


Faculty can enter a new activity into their workspace by first confirming they are in the fiscal year in which the activity will begin. They can toggle between fiscal years by clicking the arrows. Once confirmed, they will click on the "Enter an Activity" button.

enter an activity button

The faculty member will then complete the "Enter an Activity" form. The "Activity Type(s) / Role" section includes all possible activity types based on the APM-025 policy. Faculty should select all activity types that apply. If they are unsure which option(s) to select, they can turn on the help text at the bottom of the screen and hover over the activity options for a detailed description of the activity. The activity types the faculty member selects will determine the category type and prior approval requirements of the activity. The faculty member should select all activity types that apply to their activity. Once the form is submitted, UC OATS will automatically generate required forms (if necessary). 

options for activity type based on category


Activity Types & Help Text

Please review the table below to learn more about the activity types and applicable help text.

Activity Type Help Text Category

Administration of a grant outside the University

Refers to administration of a grant through an institution other than UC. Managing a grant under the auspices of a non-UC institution where that institution may have claims to the resulting intellectual property or attribution. For example, grants submitted on behalf of a professional society are exempt from this restriction; they are not considered a Category I activity. A faculty member who has a grant that was applied for at UCLA, but conducting library research (for the project the grant is funding) at Yale is also exempt.

1

Assuming an executive or managerial position outside of the University

Examples: CFO, CAO, COO, President, a leadership role. Not board membership or an advising role. Must be reported whether compensated or not compensated. 1

Assuming founding or co-founding role of a company

Refers to your activity as a founder or co-founder that requires significant professional commitment during the current reporting period. Not necessarily the quantity of involvement, but the quality of involvement. For example, a faculty member may be involved in a two-hour meeting where critical issues are discussed and decisions are made. 1

Employment outside the University

Refers to establishing a relationship as a salaried employee outside of UC, i.e., individual receives an IRS W2 form for the purpose of tax reporting. 1

Research outside the University

Refers to participation in research under the auspices (i.e. control/management/direction) of another institution as judged by such considerations as to whether the research occurs while in-residence at the other institution and the non-UC institution has claims on the resulting intellectual property or attribution. 1

Teaching outside the University

Teaching at an educational institution, trust, organization, government agency, foundation, or other entity outside of the University 1

Consulting or testifying as an expert or professional witness

Consulting or testifying as an expert or professional witness. Outside consulting is one type of outside professional activity. It is defined as professional advice or services related to the faculty member's field or discipline, whether compensated or uncompensated, that furthers the interests of an entity outside of the University of California. See APM-671-4-d or APM-025-4-d. 2

Consulting for a domestic or foreign government agency

Outside consulting is defined as professional advice or services related to the faculty member's field or discipline, whether compensated or uncompensated, that furthers the interests of an entity outside of the University of California. See APM-025-4-d. 2

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

Because of the nature of their relationship to the University, consulting specifically for the Board of Governors Science and Technology Committee of Los Alamos National Security, LLC and Lawrence Livermore National Security, LLC does not require disclosure in annual reporting or prior approval and does not count toward the faculty member's maximum 39/48 days of outside professional activities. 2

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

Outside consulting is defined as professional advice or services related to the faculty member's field or discipline, whether compensated or uncompensated, that furthers the interests of an entity outside of the University of California. See APM -025-4-d 2

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.)

Refers to additional University-compensated teaching, including teaching for UNEX (University Extension) courses and programs (see APM-662, Additional Compensation: Additional Teaching), Executive Education programs, other continuing education programs run by the University, and self-supporting UC degree programs. These are teaching activities outside of the assigned teaching load. If the department assigns the teaching activity, it is not considered an outside activity. For example, campus sponsored executive education.  2

Providing or presenting a workshop for industry

  2

Serving on board of directors outside the University

  2

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

Honoraria are defined as payments by agencies outside the University for occasional lectures, and similar public appearances and which are not in return for other services, whether give directly or indirectly. If you are unsure, please contact appropriate office on your campus for consultation. 3

Attending and presenting talks at university/academic colloquia and conferences

  3

Developing scholarly or creative works

  3

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

  3

Reviewing manuscripts, acting in an editorial capacity

  3

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

  3

 

 

 

Last Modified: 2022-03-04 16:07:19.794424-08