Requests for submission for home loan program participation should be submitted by the departments directly to the deans' offices who will review and forward approved requests to the Office of Academic Affairs. This process does not flow through the HR Shared Service Center (See UCSF Requirements and Procedures for the Home Loan Programs).
Historically, MOP requests originated from the department and were requested of the the Office of Academic Affairs via the deans’ offices without the involvement of HR. During the OE changeover, several individuals who had processed these requests within a department were hired into HR service centers. While the procedures and published policy remained the same, some service centers provided MOP request assistance to their former departments as part of their customer service, and this helped alleviate some of the frustrations encountered during the service transition. This practice continued on an individual basis until June 2015.
To increase accuracy and efficiency, representatives in Shared Services are again asked to direct all home loan questions and requests directly to Wilson Hardcastle, Home Loan Program Manager for the campus (firstname.lastname@example.org, 476-2016). He will assist the departments in preparing their requests for submission. This will shorten the time to process and review the request, and remove the burden from the HR generalists who may not have access to the details necessary for a successful submission.
In the cases where a department is requesting participation in the home loan program for a candidate whose appointment is not yet complete, the HR generalist may assist the department by providing the anticipated dates for the Every Expectation Letter.
If a candidate is not yet in a MOP-eligible series, the department may submit a request for participation with a letter stating (1) on what date the packet was submitted or will be submitted for review (i.e. certified by the chair); and (2) by what date the department may have ”every expectation” that the appointment will be approved. (This is the Every Expectation Letter.)
Generalists may use their best judgment to estimate the “every expectation” date (and a best guess is acceptable), and the Office of Academic Affairs offers this in the way of guidance:
Regardless if the appointment is not yet complete, all requests regarding the home loan program should be directed to Wilson Hardcastle. When the time comes to draft the Every Expectation Letter, the department may request guidance from the generalist. The policy and sample language for the Every Expectation Letter is online at http://tiny.ucsf.edu/everyexpectationletter. Home loan program inquiries can be referred to http://tiny.ucsf.edu/homeloans.