Checklist Matrix by Series and Action

SeriesReview Action
Initial AppointmentReappointment OnlyChange of Series
(with Merit or Promotion)
Dean's Delegated Merit, Dean's Delegated Promotion, or 1st No ChangeMerit - Normal or Accelerated or 2nd No ChangeMid-Career Appraisal
(with Merit or Reappointment)
5th Year ReviewPromotion, Promotion to Tenure, Advancements to Step VI, and Non-Reappointment Postponement of Tenure Review
(must be accompanied with Merit or Reappointment)
Advancement to Above Scale and Above Scale Merit
Professor, In Residence, and AdjunctsUC-AP-30UC-AP-35UC-AP-31UC-AP-33UC-AP-35UC-AP-37UC-AP-35UC-AP-34UC-AP-38UC-AP-34
Professor of Clinical _, Lecturers with Security of EmploymentUC-AP-30UC-AP-35UC-AP-31UC-AP-33UC-AP-35
For Accelerated Merits over 1 year, use UC-AP-34.
UC-AP-37UC-AP-35UC-AP-34Not Applicable.UC-AP-34
Health Sciences Clinical ProfessorUC-AP-301st Reappointment: UC-AP-33
2nd Reappointment: UC-AP-35
UC-AP-31UC-AP-33UC-AP-35
For Accelerated Merits over 1 year, use UC-AP-34.
UC-AP-37UC-AP-35UC-AP-34Not Applicable.UC-AP-34
Professional ResearchersUC-AP-30UC-AP-35UC-AP-31UC-AP-35UC-AP-34Not Applicable.UC-AP-35UC-AP-34Not Applicable.UC-AP-34
SpecialistsUC-AP-30UC-AP-35UC-AP-31Merit: UC-AP-35
Promotion: UC-AP-34
UC-AP-35
For Accelerated Merits, use UC-AP-34.
Not Applicable.UC-AP-35Not Applicable.Not Applicable.UC-AP-34
Academic Administrators/ Academic CoordinatorsUC-AP-30UC-AP-35UC-AP-31UC-AP-35UC-AP-34Not Applicable.Not Applicable.Not Applicable.Not Applicable.Not Applicable.
Unit 18 LecturersUC-AP-30No Applicable Checklist.
(use UC-AP-IX1 Form for Pre-Six Lecturers)
UC-AP-31UC-AP-IX3UC-AP-IX3Not Applicable.Not Applicable.Excellence Reviews: UCI-AP-IX3 Not Applicable.Not Applicable.
Postdoctoral ScholarsUC-AP-PX2UC-AP-PX2Not Applicable.Not Applicable.No Applicable Checklist.
(use UC-AP-PX1 Form)
Not Applicable.Not Applicable.Not Applicable.Not Applicable.Not Applicable.
Project ScientistsUC-AP-30UC-AP-35UC-AP-31Merit: UC-AP-35
Promotion: UC-AP-34
UC-AP-35
For Accelerated Merits, use UC-AP-34.
Not Applicable.UC-AP-35Not Applicable.Not Applicable.UC-AP-34

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