For Second Systemwide Review: Draft Revised APM - 025 and APM - 671

• APM - 025, Conflict of Commitment and Outside Activities of Faculty Members;
  
• APM - 671, Conflict of Commitment and Outside Activities of Health Sciences Compensation Plan Participants.

• For faculty holding appointments at or above 50% effort, the policy revisions include:

• Expanding Category I prior-approval and annual reporting requirements to all outside professional activities, regardless of whether they are related to the training and expertise that are the qualification for a faculty member’s University appointment. The revised policies propose to eliminate the distinction -- within Category I -- between activities that are related and unrelated to the training and expertise that are the qualifications for University appointment. Pursuant to the existing definition of conflict of commitment in APM - 025 and APM - 671, a conflict of commitment occurs when a faculty member’s outside activities interfere with the faculty member’s professional obligations. Whether the outside activities are related to the training and expertise that are the qualification for the faculty member’s University appointment is not relevant to whether the outside activities will interfere with the faculty member’s professional obligations to the University.
  
• Clarifying that 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, non-U.S. government, or other outside entity is a Category I activity. Although this requirement exists in current policies, the revised policies propose to clarify that compensated and uncompensated appointments at non-UC institutions are considered Category I activities requiring prior approval and annual disclosure. 
  
• Clarifying that participation in or application to talent recruitment programs sponsored by a government agency of a nation other than the United States is a Category I activity. Although this requirement exists in current policies, the revised policies propose to clarify that faculty members must seek prior approval for application to or participation in talent recruitment programs specifically designed to recruit science and technology professionals or students. 

• For faculty holding appointments at less than 50% effort and Designated Other Academic Appointees, the policy revisions require compliance with federal funding agency laws and policies governing research grant disclosures if participating in a federally funded research project and if deemed to be key personnel or senior personnel by the Principal Investigator or funding agency. The reporting requirements from the federal funding agency laws and policies include reporting on non-U.S. outside professional activities. 
  
• The following are the policy-covered non-Senate titles covered by APM - 025:
  
  Agronomist Series
  Astronomer Series
  Coordinator of Public Programs Series
  Professional Research Series
  Project Scientist Series
  Specialist Series
  Specialist in Cooperative Extension Series
  
• Remove Appendices B, C, and D. The revised policies propose to delete Appendices B, C, and D, as all campuses use OATS for APM - 025 and APM - 671 prior approval and annual reporting processes.