Checklists and Form
Table of Contents
- General Forms
- Top
- Appointment Forms
- Academic Coordinator Criteria Form

- Affirmative Action Compliance Report

- Affirmative Action Summary of Recruitment Statistics

- Biography Form

- Checklist for Assistant Professor I, II and III Appointments

- Checklist for Appointments for Assistant Professor IV & Above

- Checklist for Appointments for Lectures and Senior Lecturers with SOE or PSOE

- Checklist of Steps in the Recruitment/Appointment Process

- Cover Sheet for Ladder-Rank Appointments

- Cover Sheet for Assistant I, II, III Appointments

- Faculty Recruitment Program Assessment Form

- Model Letter for Appointment to Associate Professor

- Model Letter for Appointment to Full Professor

- Model Letter for Appointment to Professor IV

- Model Letter for Appointment to Professor Above Scale

- Postdoctoral Scholar Appointment Form

- Search Committee Checklist

- UC Confidentiality Policy
- UC Retirement Plan Waiver & Release

- Academic Coordinator Criteria Form
- Top
- Academic Reviews - Senate Faculty
- 220 Process Checklist

- Biography Form

- Candidate's Response to Department Letter
- Candidate's Statement for Conflict of Commitment Report

- Checklist for files:
- Appraisal

- Career Review

- Deferral

- Merit

- Reappointment of Assistant Professor

- Merit for Lecturers and Senior Lecturers with SOE or PSOE

- Reappointment for Lecturers and Senior Lecturers with SOE or PSOE

- Promotion or Advancement to VI, A/S or within A/S

- Promotion or Advancement for Lecturers and Senior Lecturers with SOE or PSOE

- Quinquennial Review

- Quinquennial Review for Lecturers and Senior Lecturers with SOE or PSOE

- Appraisal
- Checklist for Review Files
- Department Chair Checklist

- Departmental Recommendation:
- Extramural Solicitation Letters:
- Model A - Promotion to Associate Professor

- Model B - Promotion to Full Professor
- Model C - Advancement to Professor VI
- Model D - Advancement to Professor Above Scale
- Model E - Response to Unsolicited Letters
- Model F - Response to Unsolicited Letters w/Restrictions
- Model G - Career Review

- UC Confidentiality Policy
- Model A - Promotion to Associate Professor
- Faculty Member File Preparation Checklist

- Grant Activity
- Request for Access to Records

- Statement of Procedural Safeguards (Part 1)

- Statement of Procedural Safeguards (Part 2)

- Teaching Load Data
- Supplemental Teaching Load Data
- UC Confidentiality Policy
- Additional Compensation for FY Appointees - APM 600-14 Exception Form

- 220 Process Checklist
- Top
- Academic Reviews - Lecturers
- Continuing Appointees:
- Excellence Reviews: For eligible lecturers prior to achieving continuing status (previously known as post-six-year/three-year appointments)
- The following forms apply to both continuing appointee merit reviews and excellent reviews for all lecturers:
- Information related to the MOU requirement for assessment prior to any pre-6-yr lecturer reappointment:
- Class Visitation Report

- Top
- Academic Reviews - Librarian
- Librarian, Asst. & Assoc. University Librarian Review Procedures
- Librarian, Librarian Series Review Procedures
- Curator/Archivist Review Procedures
- Top
- Leaves
- Sabbatical Leave/Special Leave Form (UPAY 573)

- FMLA Documents:
- Academic FML Checklist

- Sample Cover Memo for Provisional FMLA Designation
- Sample Follow-up Memo
- FML Forms
- Academic FML Checklist
- Catastrophic Leave Documents:
- Sabbatical Leave/Special Leave Form (UPAY 573)
- Top
