Retention Lump Sum Payment Program

New Program - Effective March 1, 2023

Guidelines + FAQs 

Retention Lump Sum Program Guidelines

The Retention Lump Sum Program at UC Santa Barbara is based on the need to provide additional means to campus departments to reduce attrition and retain critical staff. The essence of the program is to provide parameters by which department heads may seek approval to pay a retention lump sum to eligible policy-covered (non-represented) PSS and MSP career staff to minimize staff vacancies and ensure business continuity when circumstances warrant. In exchange for the retention lump sum payment, the employee agrees to remain in their current position for a minimum of 12 months. A department's ability to seek approval for a retention lump sum payment is contingent on the availability of funds from existing department resources.

Information concerning eligibility criteria, justification rationale, payment provisions, approval process, and FAQs are contained in the Retention Lump Sum Program Guidelines.

Training

Retention Lump Sum Program - Slide deck

Retention Lump Sum Program - Recorded Zoom Training

Forms

Retention Lump Sum Request Form (revised 5/23/23)
Retention Lump Sum Request Form SAMPLE (revised 5/23/23)

For the Division of Academic Affairs, requests should be routed to the Executive Vice Chancellor's office for control point approval, through the appropriate Divisional Dean/Assocaite Vice Chancellor.

For other divisions, Directors/Department Heads should route requests to their Vice Chancellor's office for control point approval, through the appropriate Associate/Assistant Vice Chancellor where applicable.

Employee Retention Agreement Form (revised 5/23/23)

After the department has been notified by the Compensation unit that the retention lump sum request has received all required approvals, the Employee Retention Agreement Form should be presented to the employee for their signature.