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Draft Policies and Procedures Posted for Comment




Proposed Revised Presidential Policy on Vaccination Programs

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Redline Version

Applies To: All University of California locations and faculty, academic personnel, staff, trainees, students, and others accessing University facilities and programs.

Brief Description: 

The draft policy is virtually identical to the policy with interim revisions that was issued on August 16, 2023.  Key revisions include:

  • Policy will require covered individuals to either be up-to-date on COVID-19 vaccination or to opt out of COVID-19 vaccination.  In the event applicable law or public health orders impose stricter vaccination requirements, such as for healthcare workers, the policy will continue to require compliance with those stricter requirements.
  • As policy will no longer require covered individuals to either be up-to-date on COVID-19 vaccination or receive a University-approved exception, model forms and other content regarding the exception process were removed.
  • COVID-19 vaccination program implementation guidelines were removed. Relevant language regarding vaccination data moved to main policy. Policy noncompliance language added to main policy, including citations to relevant University policies. 
  • Removed content regarding rescinded California Department of Public Health (CDPH) health care worker vaccine requirement.
  • Updated language consistent with current public health usage.  Removed outdated deadlines and content.

Proposed Revisions to PPSM-36: Classification of Positions

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Applies To: Professional & Support Staff (PSS), Managers & Senior Professionals (MSP), and Senior Management Group (SMG) Members

Brief Description: PPSM-36 has been updated to add definitions for clarity and understanding, add substantial content to align policy with systemwide and location practices, and clarify systemwide and location responsibilities.

Proposed Revised Presidential Policy on Affiliations with Certain Health Care Organizations

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Redline Version

Applies To: All University of California locations and programs that operate medical centers or that procure, provide, manage, administer, or otherwise arrange for the provision of health care services; or that educate health professions students, residents, fellows, or other trainees.

Brief Description: The policy has been revised to:

  • Focus on UC values by enhancing the policy summary statement and addressing the importance of affiliations with government agencies;
  • Clarify expectations of UC providers and define “emergency services” and “emergency medical conditions” under EMTALA and the California Department of Managed Health Care;
  • Specify implementation of the voluntary requirement for UC health trainees to support continuity of University training programs; and
  • Reduce administrative burden for “limited affiliations” while maintaining consistency with Regents Policy 4405. 

Proposed UC Merced Policy on Recharge Revenue Materiality Threshold

Applies To: All campus constituents who currently operate Rate-Based Units and those who intend to establish new Rate-Based Units.

Brief Description: The proposed policy will aid the campus in managing resources efficiently by clearly defining Recharge activities and establishing a Materiality Threshold of $20,000 for new and existing Rate-Based Units. 

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September 11, 2023

UC Merced Interim Procedure on
Abusive Conduct in the Workplace


Applies To: All University employees, including administrators, staff, faculty, other academic appointees, student employees, fellows, visiting scholars, and unpaid interns, as well as nonaffiliates. The procedure includes, but is not limited to, conduct that occurs in person or through other means such as electronic media. The procedure also applies to students in their capacity as student employees if they are Complainants, Respondents or Reporters.

Brief Description: The Procedures are intended to implement and supplement the UC Policy on Abusive Conduct in the Workplace, which became effective January 1, 2023. The systemwide Abusive Conduct Policy and the local campus Procedures replace UC Merced’s previous Policy on Prohibition of Abusive Conduct and Acts of Violence by University Employees and Non-Affiliates, which was rescinded on January 1, 2023. 

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September 1, 2023

This has been submitted to the Academic Senate for consultation in Fall 2023

UC Merced Policy on Transmission to University Archive


Applies To: All UC Merced employees who handle administrative records, and all inactive records documenting the university's decision making processes, the functions of the university, and the essential cultural history of the campus, such as administrative records, general publications, and records concerning student organizations.

Brief Description: This proposed UC Merced policy codifies instructions currently present in the UC Records Retention Schedule regarding the transferring of relevant campus records to the University Archives.

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September 1, 2023

This has been submitted to the Academic Senate for consultation in Fall 2023

Employee-Initiated Reduction in Time (ERIT)

ERIT Program (Clean)

ERIT Contract


Applies To: Eligible Career Staff at UC Merced

Brief Description: The ERIT (Employee-Initiated Reduction In Time) Program is a tool that allows eligible career staff to request approval to voluntarily reduce their current appointment percentage and corresponding pay, within specific limits, for certain specified advantages, such as accrual of vacation and sick leave at the employees’ pre-ERIT rates. The proposed revisions to this program are as follows:

  • Changed the 36-month lifetime ERIT contract maximum to 36 months per contract. Locations may choose to renew an ERIT contract if operational needs require, beginning a new 36-month maximum period.
  • Made clarifying edits/updates to terms and definitions in the Health and Welfare benefits, UC Retirement and Compliance language.
  • Consolidation of Program, Procedures and FAQs into one program document.

Review Ended
May 16, 2023


Interim Presidential Clery Act Policy – Campus Safety and Security Reporting

Applies To: All University of California staff, faculty, and students.

Brief Description: The interim Clery Act Policy is being submitted for Systemwide Review as currently publicly posted to seek any additional feedback on the following revisions:

  • The Clery Act Policy revisions removed language in the Policy to conform with the formal text of the Clery Act and the Department of Education’s recent directives and enforcement cases.
  • The changes include removal of the language regarding categorical exemption of all CARE Advocates, Ombuds, and all other confidential campus offices as Campus Security Authority (CSA), and a clarification that employees with responsibilities, within the scope of their license, as professional or pastoral counselors are not CSAs for the purposes of this Policy.

Review Ended 
June 6, 2023


Proposed Presidential Policy on Inventions, Patents, and Innovation Transfer

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Applies To: All UC locations

Brief Description: The Policy makes revisions to the existing UC Patent Policy in response to the Regents Policy on Innovation Transfer & Entrepreneurship, which provides that the responsibility, authority, and accountability for innovation transfer and entrepreneurship reside generally with the campuses. The revised Policy includes the following key changes:

  • Gives campuses authority over innovation transfer and intellectual property related decisions,
  • Addresses unpatentable innovations of interest to extramural sponsors and licensees that can generate commercialization income, and
  • Renames the policy to the Policy on Inventions, Patents, and Innovation Transfer.

Review Ended 
May 29, 2023


Proposed Presidential Policy Responding to Immigration Enforcement Issues Involving Patients in UC Health Facilities

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Applies To: This Policy applies to University of California Medical Centers and Hospitals, including University-owned Children’s Hospitals.

Brief Description: The policy is proposed to be revised and includes the following key issues:

  • move policy from interim to regular status
  • clarify custody related requirements
  • address private and public designated areas within a health facility; and,
  • require an immigration policy resource for coverage during all shifts

Review Ended 
May 16, 2023


Proposed Presidential Policy BFB-BUS-43 Purchases of Goods and Services; Supply Chain Management

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Applies To: All Campuses, Medical Centers, Agriculture and Natural Resources and Lawrence Berkeley National Laboratory

Brief Description: 

The policy is proposed to be revised and includes the following key issues:

  • Respond to feedback from the previous systemwide review.
  • Address inconsistencies and formatting errors
  • Clarify what policy does and does not allow
  • Separate policy from procedure

NOTE: The revision does not change the intent or requirements of BUS-43. The new language is designed to help faculty, students, and staff understand what the policy requirements are.

Review Ended
April 25, 2023


Proposed Presidential Policy on

Applies To: All University employees as well as undergraduate, graduate, and professional students (“students”), and third parties. The Policy applies at all University campuses, the Lawrence Berkeley National Laboratory, Medical Centers, the Office of the President, Agriculture and Natural Resources, and to all University programs and activities.

Brief Description: This proposed UC policy addresses the University’s responsibilities and procedures related to Discrimination, Harassment, and Retaliation, as defined in this policy (together, “Prohibited Conduct”) in order to ensure an equitable and inclusive education and employment environment. This Policy defines Prohibited Conduct and explains the administrative procedures the University uses to resolve reports of such conduct.

Review Ended
April 21, 2023


Proposed  Presidential Policy on Developing and Maintaining Presidential Policies (“Policy on Policies”)

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Applies To: This proposed UC policy applies to all University locations and offices reviewing, developing, and revising Presidential Policies.

Brief Description: This UC policy describes the approval process and the rules and responsibilities for the development, revision, and rescission of Presidential Policies. A Presidential Policy is a governing directive that mandates or constrains actions; usually applies to all UC locations; ensures compliance with laws and regulations, enhances UC's mission, promotes operational efficiencies, and/or reduces exposure; endures from one administration to the next; and receives approval by the President upon recommendation from the Policy Advisory Committee (PAC) and the Policy Steering Committee (PSC).

Review Ended
March 15, 2023