Documentation Matrix I – Professor, In Residence, and Adjuncts

Covers the following series:

Professor Series
Acting Assistant Professor
Assistant Professor
Associate Professor
Professor

In Residence Series
Assistant Professor In Residence
Associate Professor In Residence
Professor In Residence

Adjunct Series
Assistant Adjunct Professor
Associate Adjunct Professor
Adjunct Professor


APPOINTMENT
REVIEW ACTION

INITIAL APPOINTMENTCHANGE
OF SERIES
SHORT FORMMERIT - NORMAL, ACCELERATEDMID-CAREER APPRAISAL POSTPONEMENT OF TENURE REVIEWPROMOTIONABOVE SCALE

With Merit OR Promo Merit, No Action (1st), Dean's Delegated No Action
(2nd, etc), Reappointment, 5th Year Review
With Merit OR Reappointment Must Be Accompanied With Merit OR ReappointmentAdvancement to Professor, Step VI
Non-Reappt
Advancement To Above Scale, Above Scale Merit
Checklist AP-30 AP-31AP-33/ AP-33DD AP-35AP-37AP-38AP-34AP-32
Search Activities/ Recruitment Data AP RecruitAP Recruit 1Not applicableNot applicableNot applicableNot applicableNot applicableNot applicable
Certification Statement AP-50, required for current UCI employeesAP-50AP-50AP-50AP-50AP-50AP-50AP-50
Informal Offer Letter Required Not applicableNot applicableNot applicableNot applicableNot applicableNot applicableNot applicable
Personal Data Sheet AP-9 Not applicableNot applicableNot applicableNot applicableNot applicableNot applicableNot applicable
AP Summary AP-20 AP-22AP-24/AP-24DD/AP-25 (not for No Action)AP-22AP-22AP-22AP-22AP-22
Supplemental Form (Adjuncts Only)AP-137AAP-137AAP-137AAP-137AAP-137AAP-137AAP-137AAP-137A
Dean's Letter (or Acknowledgment of Review) RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired
Chair's Letter (or Acknowledgment of Review) OptionalOptionalOptionalOptionalOptionalOptionalOptionalOptional
Department Letter or Designated Committee - Including Vote RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired
Access to Confidential Material in Review File Required for current UCI employees
RequiredRequiredRequiredRequiredRequiredRequiredRequired
Identification of
External Referees
AP-11AP-11Not applicableNot applicableNot applicableNot applicableAP-11, If using letters AP-11, If using letters
Letters of Evaluation RequiredRequiredNot RequiredNot RequiredNot RequiredNot RequiredRequired 2Required 2
Evidence of Teaching EffectivenessIf available RequiredRequiredRequiredRequiredRequiredRequiredRequired
Sample Letter(s) of Solicitation RequiredRequiredNot applicableNot applicableNot applicableNot applicableRequired, if using lettersRequired, if using letters
Curriculum Vitae RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired
Addendum or Review Profile Not applicableReview Profile or AP-10Review Profile or AP-10Review Profile or AP-10Review Profile or AP-10Review Profile or AP-10Review Profile or AP-10Review Profile or AP-10
Individual Teaching Evaluations If available RequiredIf requested by Dean RequiredRequiredRequiredRequiredRequired
Publications OR Creative Activity RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired

¹ Not applicable if Change of Series is from a Senate Title to the Adjunct Series
² Letters of evaluation are not required for advancement to Step VI, accelerations or Above Scale merits

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