Academic Review: Appointment and Advancement

This page provides information regarding the appointment and advancement review processes for academic employees, also known as “academic review”. If you are an academic employee inquiring about your own academic review, please contact your Academic Generalist in HR Shared Services, whom you can find listed via the following link: Find Your HR Representative Search.

Academic Review Criteria

It is the policy of the University to evaluate objectively and thoroughly each candidate for appointment, promotion, or merit increase. Promotions and merit increases are not automatic, but are based on merit.

Appointment and advancement policies and procedures for specific title series may be found below. For more information on series criteria and eligibility for advancement please consult with your Academic HR Generalist, whom may be found here: Find Your HR Representative Search.

UC System-Wide Review Criteria

Academic Personnel Manual (APM) review criteria by academic series:

Academic Senate voting rights:

UC Academic Senate Bylaw 55

Contracts for Represented Non-Faculty Academic Employees:

Academic Researchers Unit (RA) Contract (for Professional Researchers / Specialists)
Non-Senate Instructional Unit (IX) Contract (for Lecturers)
Professional Librarians Unit (LX) Contract (for Librarians)

UCSF Campus Review Criteria

Accelerated/On-Time Advancement:

Chair Letter:

Curriculum Vitae:

Voting:

UCSF Academic Senate Bylaw Appendix IX: Standing Rule for Faculty Voting

Dossier Checklists

Dossier checklists list the material requirements for academic review packets based on the type of academic review action and/or academic series.

Additional Procedural Documents

Approval authorities for review actions:

Review packet requirements:

Additional procedures by review type:

Additional procedures by series type:

Academic Administrators:
- On-Time Merit Advancements for Academic Administrators
Librarians:
Specialists:
- Resources for Implementation of New Specialist Steps

Appointment forms:

For faculty who are paid by UCSF or an affiliate:
- Important Points for Discussion Form
For In Residence faculty:
- In Residence Task Force Report
- In Residence Acknowledgement Form
For retired faculty who are being recalled with pay:
- Recall Salary Worksheet

Additional Information on Academic Clinical Titles

The University of California Office of the President (UCOP) released revised and new sections of the Academic Personnel Manual (APM), updating policies affecting the review, appointment, reappointment, and advancement of employees in academic clinical titles. At UCSF, these changes went into effect on July 1, 2018.

Campus Implementation Guidelines & Resources:

Academic Clinical Policies Presentations:
- For Academic Shared Services
- For the School of Medicine
- For the Schools of Dentistry, Nursing, and Pharmacy
Academic Clinical Titles Side-By-Side Comparison—Reference Sheet
Committee on Academic Personnel (CAP) expectations for the HS Clinical Faculty Series
Academic Review Criteria Comparison (HS Clinical vs. Clinical X series)
Examples of Appropriate Academic Clinical Appointments

Forms:

Clinical Associate Verification Form for the Schools of Medicine, Dentistry, and Pharmacy
Clinical Associate Verification Form for the School of Nursing
Volunteer Clinical Professor Attestation Form Example

For additional assistance with these policies, please contact Phillip Babcock, Strategic Business Partner.

Additional Information on Visiting Scholars / Other Visitors

Academic Policy for Visiting Scholars and Other Visitors provides an opportunity for visitors on leave from an academic appointment, other employment, or student enrollment at a home institution or other entity to visit UCSF to participate in a short-term educational, research, or academic project under the supervision of an academic appointee.

Academic Personnel Manual (APM) 430: Visiting Scholars/Other Visitors

Resources, Forms, and Instruction Guides:

Visiting Scholars/Other Visitors must complete this form and submit it to their sponsor or sponsor’s department:

Visiting Scholars/Other Visitors – Applicant Form and Instructions Guide

Sponsor or sponsor’s department must complete the following document, and submit it along with the applicant form and required documents:

Visiting Scholar/Other Visitors – Department Appointment Coversheet and Instructions Guide

Additional resources for Visiting Scholars/Other Visitors:

Visiting Scholar – Non-Student Verification of Financial Support
Visitor – Student Verification of Financial Support

Multi-Location Appointments

Multi-location appointments (MLAs) are required for UC employees who work for two or more UC locations/campuses. In a multi-location appointment, one location/campus serves as the employee's home campus while one or more other locations/campuses serve as the employee’s host campus.

For academic employees, it may be necessary for an independent academic review to be conducted by each campus. It may also be necessary that a memorandum of understanding (MOU) be signed by each location. All multi-location appointments require the completion of a multi-location appointment form (UPAY 560-T), subject to renewal on a fiscal-year basis.

Multi-location appointment forms should be sent for approval processing to the Academic Affairs Specialist assigned as liaison to the external UC campus/location on the following list: Multi-Location Appointment Contact List.

Policies and Procedures:

UCSF-UCB Joint Appointments - Guiding Principles (Bioengineering pilot)

Forms:

Bioengineering Pilot MOU Template for UCSF-UCB Joint Appointments (UCB-Home, UCSF-Host) [May be utilized for other departmental agreements with consent of both campuses.]
Bioengineering Pilot MOU Template for UCSF-UCB Joint Appointments (UCSF-Home, UCB-Host) [May be utilized for other departmental agreements with consent of both campuses.]
UPAY 560-T Multi-Location Appointment Form