Documentation Matrix IV – Professional Researchers

Covers the following series:

Professional Research Series:
Assistant Researcher
Associate Researcher
Researcher
 APPOINTMENTREVIEW ACTIONS

INITIAL APPOINTMENTCHANGE OF SERIESSHORT FORMMERITPROMOTION

With Merit OR PromotionNormal Merit, 1st Dean's Delegated Reappointment, 5th Year ReviewAccelerated Merit, Advancement to Researcher, Step VI
Checklist AP-30 AP-31AP-33CAP-35AP-34
Search Activities/ Recruitment Data AP RecruitAP RecruitNot applicableNot applicableNot applicable
Certification Statement AP-50, required for current UCI employeesAP-50AP-50AP-50AP-50
Personal Data Sheet AP-9Not applicableNot applicableNot applicableNot applicable
AP Summary AP-20 AP-22AP-24/AP-25AP-22AP-22
Supplemental FormAP-137AAP-137AAP-137AAP-137AAP-137A
Dean's Letter (or Acknowledgment of Review) RequiredRequiredRequiredRequiredRequired
Chair's Letter (or Acknowledgment of Review) OptionalOptionalOptionalOptionalOptional
Department Letter - Principal Investigator or Designated CommitteeRequiredRequiredRequiredRequiredRequired
Access to Confidential Material in Review File Required for current UCI employees
RequiredRequiredRequiredRequired
Identification of
External Referees
AP-11, if using lettersAP-11, if using lettersNot applicableNot applicableAP-11, if using letters
Letters of Evaluation NormallyOptionalNot applicableNot applicableNormally
Sample Letter(s) of Solicitation Required, if using lettersRequired, if using lettersNot applicableNot applicableRequired, if using letters
Career History and Publication RecordAP-99AP-99AP-99AP-99AP-99
Documentation SummaryNot applicableAP-56AP-56AP-56AP-56
Curriculum Vitae NormallyNormallyNormallyNormallyNormally
Publications OR Creative Activity RequiredRequiredOptionalRequiredRequired

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