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Inter-Location One-Time Payments (OTP) and Multi-Location Appointments (MLA)

Please follow the below guidelines for processing One-Time Payment requests (honoraria) and Multi-Location agreements for multi-campus approvals and entry in to UCPath.

Please note: Per the 2/3/23 memo shared with the campus Academic Personnel, HR and Payroll Offices, a new combined MLA/OTP form has been published on UCnet at this link. The form may be used now. There will be a grace period from 3/1/23-5/31/23 during which UCPath will continue to accept the previous MLA form if submitted as supporting documentation for UCPath template transactions. The updated form is also accessible in the UCPath forms library.

Honoraria and One-time Payment - Overview

What are Inter-location Honoraria and One-Time Payments?

An Inter-Location One-Time Payment (OTP) is used to issue an honorarium or payment for an employee whose primary appointment is at another campus (Home Location) but who performs a job/task at UC San Diego (Host Location).  

Honoraria are generally used for campus-sponsored program reviews, concerts/creative works, talks and lectures, Grand Rounds (HSCP), and other eligible one-time, by agreement work performed at an alternate UC Campus. Other One-Time Payment activities include non-LLNL faculty consulting agreements, established award program payments or prizes, UC Press payments, and UNEX Speaker or Course Author appointments.

It is rare that an honorarium is approved for service on the home campus. Please see policy restrictions below.

When UC San Diego is the Home Location campus for work performed at another campus, the UC San Diego Academic Personnel Services Office reviews and approves completed forms.  Host Locations are responsible for the UCPath entries.

What Funding Sources May Be Used?

For honoraria, State funds may not be used but, at UCSD, core funds may be used.

Gifts, endowments, and other unrestricted funds may also be used.

What is the Process?

After determining a payment is appropriate per policy, the host campus contact fills out and routes a form to the Host Academic Personnel Services Office. The Host Academic Personnel Services Office reviews and approves then routes to the Home Academic Personnel Services Office for final approval.

When we are the Home Location, all one time payments for UC San Diego graduate students will also require signature by the Office of the Dean of the Division of Graduate Education and Postdoctoral Affairs.  Requests related to Postdoctoral appointees will be vetted by an analyst at the Office of Postdoctoral Scholar Affairs.

After necessary approvals are secured from both campuses, the host department enters required UCPath transactions. 

Please note: If UC San Diego is the Host Location and an honorarium requires Chancellor's Approval, the UC San Diego host location contact must complete and submit an Honoraria Proposed at or Above Chancellor's Approval Level: Amount Justification Form to the campus Academic Personnel Services Office simultaneously with their completed One-time payment form. 

Who Issues Payment?

For active employees, the Host Location will use UCPath to issue the payment.

For former employees,  payments are sometimes allowed via Disbursements but require review on a case-by-case basis. 

Who are My Campus Contacts?

At UC San Diego, Academic Personnel will serve as the Host/Home Personnel Office for academic appointees.

Campus Human Resources will serve as the Host/Home Personnel Office for general campus and SIO staff titles.

Contact for Academic approvals:  Heather Zion (hzion@ucsd.edu)

Contact for GC/SIO Staff approvals:  Liz Duenas (eduenas@ucsd.edu)

Contact for Health Sciences MSP Staff Physicians: Adriana Long (a2long@ucsd.edu

Other Health Sciences Staff MLAs/OTPs must be reviewed by Health HR. Submit a Compensation Inquiry case to Health HR (hhr.ucsd.edu).

 

Honoraria - Approval Authority

Honoraria are approved with a maximum per event

When UC San Diego is the host campus, the following approval authority levels apply.  

EVC $0-$2500 per event
Chancellor $2501-$5000 per event
UCOP Provost/Executive VP for Academic Affairs >$5000 per event

Note: If an honorarium requires Chancellor's Authority Approval or above, please submit an Honoraria Proposed at or Above Chancellor's Approval Level: Amount Justification Form to the campus Academic Personnel Services Office, as well as a completed One-time payment form. 

Honoraria - Eligibility

Check Whether Your Activity is Eligible for Honoraria

  • For represented academic appointees, consult related UC Memoranda of Understanding.
  • Review the APM 666 to ensure the activity you intend to request honoraria for is permitted under systemwide policy. 

UC San Diego as Host Campus

UC San Diego as Home Campus

Seminars, Lectures or Campus-Sponsored Program Reviews

Academic appointees may receive honoraria for seminars, lectures or UC-sponsored program reviews when these activities occur on any campus or location of the University that is not on an appointee's home campus.

Not Eligible

Committee service other than for External Review committees and Program Review committees performed by Senate Faculty

Ineligible

Ineligible

University-Sponsored Conferences, Panels and Concerts/Creative Works

 

University-Sponsored Criteria: 

  • An event sponsored by UCOP or a UCOP program
  • A system wide event that rotates from UC campus to UC campus

Academic appointees may receive honoraria for concerts or other creative work or for University-sponsored conferences and panels when these activities occur on any campus or location of the University, including the appointee's home campus.

Eligible

Honoraria and One-Time Payments - Job Titles, Job Codes, and Earn Codes

Payment Type

Information & Restrictions

Eligible Titles

Applicable Policy

Annual Limit
(July 1 - June 30)

UCPath Job Codes, Titles, and Earn Codes

Honoraria

No state general funds. Unrestricted core funds are okay at UC San Diego, as are gift funds, endowment funds, and other unrestricted funds. 

Maximum of $5,000 per event.


All academic title

APM 666

Total honoraria for the year (from all sources) may not exceed 10% of annual salary

For guest lectures, Lect Misc Part-time*:
Job code: 001650

For all others* Miscellaneous Academic:
Job code: 003999

Earn code: HON

*In certain cases where we are the home campus, honoraria may also be applied to an active academic employee's existing job as additional pay. 

Award or Prize



No state general funds.

Established award programs only.

Eligible academic titles

None

None

Additional pay on existing job or Job code 003999.


Earn code: AAP

UC Press

Per UC Press.

All academic titles

APM 600-14-d

None

Additional pay on existing job or Job code 003999.

Earn code: RGN

Faculty Consultant



Must be reported in UCOATs for relevant titles and comply with APM 025 for general campus faculty. This form in use in combination with pre-process for LLNL faculty consultants.

Faculty titles per APM - 110-4-15

APM 664

None

Job code: 003700
Earn code: ACF

Additional pay can be applied to existing job.

UNEX

Compensation limits by series. See policy.

All academic titles

UNEX job and earn codes apply to active and retired appointees.

APM 663

See policy

 

Job code: 003575 Speaker UNEX—OTP, tend to be one day events. ACX earn code.

 

Multi-location Appointments - Overview

What are Multi-Location Appointments?

Multi-Location appointments are  used for an employee who is employed at one UC campus but is hired to concurrently work at another.

UC San Diego is considered the Host Location when our job is not the appointee's primary job employee, which is housed at another UC Location (Home Location). 

UC San Diego is considered the Home Location when our appointee's primary appointment is here but they have another appointment proposed at a Host Location.

Multi-location appointments can happen with partial percentage academic appointments, summer salary, summer session teaching, recalls at other campuses, and other appointments that constitute employment rather than a one-time payment event. 

What is the Process?

Pre-requirements, academic policy, and memorandums of understanding for represented appointees are checked by host campus contact to ensure employee is eligible for proposed appointment. A form is filled out and routed, when complete, to the Host Campus Academic Personnel Office.  Approval is secured from both campuses. The host department enters the required UCPath transactions.

Note: Long-term MLA appointments may also require an MOU depending on the type of appointment. 

Who Issues Payment?

UCPath is used to issue payment.

 

Who are My Campus Contacts?

At UC San Diego, Academic Personnel will serve as the Host/Home Personnel Office for academic appointees.

Campus Human Resources will serve as the Host/Home Personnel Office for general campus and SIO staff titles.

Contact for Academic approvals:  Heather Zion (hzion@ucsd.edu)

Contact for GC/SIO Staff approvals:  Liz Duenas (eduenas@ucsd.edu)

Contact for Health Sciences MSP Staff Physicians: Adriana Long (a2long@ucsd.edu

Other Health Sciences Staff MLAs/OTPs must be reviewed by Health HR. Submit a Compensation Inquiry case to Health HR (hhr.ucsd.edu).

 

Timing and Form Preparation Process for OTP and MLA

One-Time Payments and Honoraria

Multi-Location Agreements

Timing

One-Time Payment requests should be processed at least one month before the date of event (whether we are home or host) so the home campus is aware of the proposed appointment PRIOR to the activity.

For academic appointees already paid in UCPath, such payments will require processing by the host campus according to UCPath deadlines and the campus Job Aid.  

 

 

Multi-Location Agreements should be processed well in advance, preferably months ahead or as soon as the location is aware employment will be offered. 

Any advance requirements, such as RTAD form processing and/or appointment file approvals should be processed concurrently as these forms are finalized and appointment letters may be release once it is clear there are no impediments to proceeding (e.g. no appointments at other campuses that would cause ineligible appointments at over 100% FTE for active employees or over 43% time for retired recall appointees).

Approval Process When We Are Host Campus

  • Review policy guidelines in APM 666 for honoraria or other requirements for different one-time payment types.
  • If we are the host campus for the activity, download the Multi-Location Appointment/Interlocation One-Time Payment form and review the Person Organizational Summary page.
  • Fill out the home campus information with data from the Personal Organizational Summary and get the home campus salary information from the home campus contact (usually AP person in home department). If this is hard to locate, the appointee to receive the one-time payment or honorarium may be asked who handles their academic files on their home campus.
  • Fill out the host campus information the proposed host appointment title and earn code for the payment. See chart  above if you are unsure what these would be.
  • Route this form to the appropriate campus contact for the appointment (see below).
  • Await confirmation that the form has been approved. You will be provided a copy of the completed form. Once this is received, enter the transaction in UCPath per the How to Manage Multi-Location Appointments Job-Aid.
  • If your request fits the multi-location agreement parameters and we are the host campus, download the Multi-Location Appointment/Interlocation One-Time Payment form
  • Review the Person Organizational Summary page for the employment information for the appointee to ensure your proposed appointment will not exceed 100% time employment for active appointees or 43% time for retired recall appointees. 
  • Confirm with the appointee if any other UC employment offers are in process.
  • Complete appointment file process, as applicable for proposed job (e.g. Lecturer file/RTAD agreement).
  • Fill out the home campus information from the Personal Organizational Summary and get the rest of the home campus information from the home campus contact (usually AP person in home department). If a home campus contact is hard to locate, the appointee may be asked who handles their academic files on their home campus.
  • Fill out the host campus information with the proposed appointment title and earn code and your name as the contact person. See chart above if you are unsure about coding.
  • Route this form to the appropriate campus contact (see below).

 

Process for Providing Information When We Are Home Campus

Provide the annual salary rate as needed.

When the Host Location has received a finalized copy of the form, they will enter their proposed appointment in UC Path.

Provide the annual salary rate as needed.

When the Host Location has received a finalized copy of the form, they will enter their proposed appointment in UC Path.