Breadcrumb

Checklists and Forms

The Academic Personnel Office has developed a series of checklists and forms to assist in assembling academic review files and to provide academic personnel information in a standardized format. For checklists and forms in PDF format, Adobe Acrobat Reader is required to read and print the forms. To download a copy go to the Adobe website: https://get.adobe.com/reader/. If you have questions or can’t find the information you need regarding Academic Compensation, please send an email to academicpersonnel@ucr.edu.

  • General Information
    • Biography (pdf, word)
    • UC Confidentiality Policy (pdf)
    • Request for Access to Records by Candidate (pdf)
    • Request for Access to Records by Third Party (pdf)
    • Request for Access to Recruitment Records by a Candidate (pdf)
    • Conflict of Interest Disclosure Form (Search Committee) (pdf)
    • Conflict of Interest Disclosure Form FAQs (pdf)
    • Class Visitation Report (pdf)
    • Unit 18 Access to Record (pdf)
  • Appointment Forms
    • Academic Coordinator Criteria Form (pdf)
    • Academic Recruitment Process (pdf)
    • Biography Form (pdf, word)
    • Checklist for Appointments – Dean's Final Decision Authority (pdf)
    • Checklist for Appointments – VPAP, PEVC, Chancellor Decision Authority (pdf)
    • Cover Sheet for Appointments – Dean’s Final Decision Authority (pdf)
    • Cover Sheet for Appointments – VPAP, PEVC, Chancellor Final Decision Authority (pdf)
    • Standard Language for Assistant Professor Step I, II and III Appointments and Acting Assistant Professor Step I and II (03/2019) (word)
    • Start Up Letter: Standard Language for Assistant Professor Step IV and Above and Acting Professor Step III and Above (03/2019) (word)
    • Standard Language for Assistant Professor Step IV and Above and Acting Professor Step III and Above (03/2019) (word)
    • Start Up Letter: Standard Language for Security of Employment Series (03/2019) (word)
    • Standard Language for Security of Employment Series (03/2019) (word)
    • Important Benefits Information for New Hires – Faculty (04/2018) (word)
    • Postdoctoral Scholar Appointment Form (pdf)
    • UC Confidentiality Policy (pdf)
    • UC Retirement Plan Waiver & Release (pdf) 
    • UC Riverside Academic Recall Appointment Form (pdf)
  • Academic Reviews - Senate
    • 220 Process Checklist (pdf)
    • Biography Form (pdf, word)
    • Candidate's Response to Department Letter (pdf)
    • Candidate's Statement for Conflict of Commitment Report  (pdf)
    • Checklist for Action Types:
      • Appraisal (pdf)
      • Career Review (tenured faculty only) (pdf)
      • Merit (pdf)
      • Promotions/Advancements (pdf)
      • Quinquennial (pdf)
      • Reappointment (pdf)
    • Checklist for Review Files (pdf)
    • Department Chair Checklist (pdf)
    • Departmental Recommendation:
      • For Merit/Promotion/Advancement/Career Review (docx)
      • For Quinquennial (docx)
      • For Reappointment/Appraisal (docx)
      • Department Letter Narrative (docx)
    • Extramural Solicitation Letters:
      • Model A - Appointment or Promotion to Associate Professor (docx)
      • Model B - Appointment or Promotion to Full Professor (docx)
      • Model C - Advancement to Professor VI (docx)
      • Model D - Advancement to Professor Above Scale (docx)
      • Model F - Response to Unsolicited Letters w/Restrictions (docx)
      • Model G - Career Review (docx)
      • Model H - SOM Promotion to Assistant Professor in Residence (docx)
      • Model I - SOM Promotion to Assistant or Associate Clinical X Professor (docx)
      • Model J - SOM Full Clinical X Professor Review (docx)
      • Model K - Appointment or Promotion to LSOE (docx)
      • UC Confidentiality Policy (pdf)
    • Faculty Member File Preparation Checklist (pdf)
    • Grant Activity  (pdf/docx)
    • Request for Access to Records (pdf)
    • Statement of Procedural Safeguards (Part 1) (pdf)
    • Statement of Procedural Safeguards (Part 2) (pdf)
    • Teaching Information Form (pdf/docx)
    • Supplemental Teaching Information Form (pdf/docx)
  • Academic Reviews - Non-Senate Health Sciences

    Appraisals Checklist (Non-Senate Health Sciences Assistant Clinical Professor Series) (pdf)

  • Academic Reviews - Lecturers
    • Continuing Appointees:
      • Merit Review Timeline for Continuing Appointees (revised, October 2018) (pdf)
      • Document Checklist for Merit Reviews (pdf)
      • Certification Statement for Merit Reviews (pdf)
    • Excellence Reviews: For eligible lecturers prior to achieving continuing status:
      • Excellence Review Timeline (revised, October 2018) (pdf)
      • Document Checklist for Excellence Review (pdf)
      • Certification Statement for Continuing Appointment (Excellence Review with Merit Review) (pdf)
    • The following forms apply to both continuing appointee merit reviews and excellent reviews for all lecturers:
      • Biography Form (pdf/docx)
      • Teaching Information Form (pdf/docx)
      • UC Confidentiality Policy (pdf)
      • Unit 18 Access to Records (pdf)
      • NSF Procedural Safeguard - File Modification (pdf)
    • Information related to the MOU requirement for assessment prior to any pre-six year lecturer reappointment:
      • Pre-6 Year Non-Senate Faculty Appointment and Reappointment Information (doc)
      • Pre-6 Year Non-Senate Faculty Assessment Checklist (pdf)
    • Class Visitation Report (pdf)
    • Mentor Meeting Form (pdf)
  • Academic Reviews - Library
    • Asst. & Assoc. University Librarian Review Procedures
      • AUL Call (pdf)
      • Biography Form (pdf/docx)
      • UC Confidentiality Policy (pdf)
      • Request for Access to Records (pdf)
    • Librarian Series Review Procedures
      • Librarian Call (October 26, 2018) (pdf)
      • Biography Form (pdf/docx)
      • UC Confidentiality Policy (pdf)
      • Request for Access to Records (pdf)
  • Academic Leaves
    • Taking a leave to attend professional meetings or for University business (link)
    • Taking a Sick Leave (link)
    • Taking a leave to care for a family member (link)
    • Taking a Sabbatical Leave (link)
    • Having a Baby (link)
    • Adopting a Child (link)
    • Change of Duty Station (CODS) Request Form (pdf)
    • Fellowship Leave with Salary Supplement Request Form (pdf)
    • Family and Medical Leave (FML) Forms (link)
    • Sabbatical and Leave of Absence Form (UPAY 573) (pdf)
    • UCR Work Life Balance Initiative and Procedures (pdf)
    • Catastrophic Leave Documents:
      • Catastrophic Leave Donation Form (doc)
      • Catastrophic Leave Request Form (doc)
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