Fall Lake

Forms and Checklists

Forms

Academic Review Forms/Templates

Candidate's Certification of Reviewer's Comments (Attachment #6)  PDF
Candidate's Disclosure Certificate  PDF
Notification of merit/promotion eligibility for Academic Researchers DOC (Note: Additional content may be required by a school/college - please consult your dean's office.)
Notification of advancement eligibility for an Academic Federation member (Step Plus) DOC

Academic Leave Forms

Leave of Absence Request (UPAY 573) PDF
Request for Teaching Release for Ladder Rank Faculty (Work-Life Leave)  More Info>>

Miscellaneous Forms

Near Relatives Identification and Approval Form  PDF
APM 025 Appendix B: Request form for Pre-Approval of Outside Professional Activities  PDF
UCD 025 Appendix C: Report on Category I and II Compensated Outside Professional Activities   PDF

Recruitment Forms

Authorization to Release Information Form PDF
Faculty Recruitment Committee - Potential Conflict of Interest (COI) Disclosure Form  PDF
Non-Faculty Recruitment Committee - Potential Conflict of Interest (COI) Disclosure Form  PDF
Planned Outreach to Traditionally Underrepresented Groups DOC

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Academic Senate Checklists

Checklist for Appointment  PDF
Checklist for Appraisal  PDF
Career Equity Review Checklist  PDF
Chair's Sequential Checklist for Personnel Actions  PDF
Checklist for Deferral  PDF
Checklist for Distinguished Professor Emerita/us  PDF
Checklist for Five Year Review  PDF
Checklist for Merit  PDF
Checklist for Promotion  PDF 

Academic Federation Checklists by Title

Academic Administrator/Academic Coordinator:

Appointment  PDF 
Merit and Promotion  PDF
Sample Position Description - Academic Administrator  PDF
Sample Position Description - Academic Coordinator  PDF

Agronomist (___ in the Agricultural Experiment Station):

Appointment  PDF
Appraisal PDF
Checklist for Five-Year Review  PDF
Merit and Promotion  PDF

Assistant/Associate University Librarian/Law Librarian

Appointment PDF
Sample Position Description DOC

Continuing Educator (University Extension only):

Appointment  PDF
Merit and Promotion  PDF

Librarian:

Appointment  PDF
Merit and Promotion  PDF

Professional Researcher:

Appointment  PDF
Merit and Promotion  PDF 
Deferral  PDF 
Sample Position Description  PDF
Checklist for Five-Year Review  PDF

Project Scientist:

Appointment  PDF
Merit and Promotion  PDF
Deferral  PDF 
Sample Position Description  PDF
Checklist for Five-Year Review  PDF

Specialist (for Junior Specialists, please scroll to the bottom of this page):

Appointment  PDF
Merit and Promotion  PDF
Deferral  PDF 
Sample Position Description  PDF
Checklist for Five-Year Review  PDF

Specialist in Cooperative Extension:

Appointment  PDF
Appraisal PDF
Merit and Promotion  PDF 
Sample Position Description  PDF
Checklist for Five-Year Review  PDF

Administrative Appointment/Reappointment Checklists

Checklist for Part-Time Administrative Appointments and Reappointments PDF
Department Chair Five-year Review **Coming soon

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Endowed Chair/Professorship Checklists

Establishing and Naming an Endowed Chair  PDF 
Recruitment and Selection to Fill an Endowed Chair  PDF
New Appointment  PDF
Reappointment of an Endowed Chair  PDF

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Unit 18 Forms and Checklists

Checklists

  • Chair's Sequential Checklist for Pre-Six Appointments  PDF
  • Checklist for Excellence Review for Initial Continuing Appointment  PDF
  • Checklist for Initial Appointments  PDF
  • Checklist for Merits for Continuing Appointments  PDF
  • Checklist for Promotion to Sr. Continuing Lecturer  PDF
  • Pooled Recruitment Guidelines PDF

Guidelines for Unit 18 Review Actions

Templates for Appointments

Template Notice Letters for Review

Please note these templates must be tailored to reflect department and school/college decisions and procedures. Please:

Layoff/Reduction In Time: Sample Forms and Procedures

Please note these sample forms must be tailored to reflect department and school/college decisions and procedures. Please consult Academic Labor Relations on all Layoff/Reduction In Time notifications prior to sending to Unit 18 faculty:

Unit 18 Faculty Statement Letters

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Junior Specialist Forms and Checklists

Junior Specialist Position Description Guidance PDF

Junior Specialist Search Waiver Criteria PDF

Checklist for Appointment PDF
Checklist for Reappointment PDF
Checklist for Promotion PDF

Junior Specialist Recruitment, Hiring and Advancement FAQs Webpage

AA2017-01 Advisory to Deans – Rescission of Delegation for Search Plans and Search Waivers for Junior Specialist positions PDF
AA2016-01 Advisory to Deans – Junior Specialist Changes PDF

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