Call Procedures

Appointments and reappointments in the Adjunct Professor, Professional Research, Project, and Specialist Series will normally be made to coincide with the fiscal year, i.e. July 1 through June 30. For determining normal time at rank and step for a given appointment go to the salary scales at: http://apo.ucsc.edu/compensation/salary-scales/index.html.

Procedures for Appointments

  1. Obtain budgetary approval from the research analyst via the online form.  Include in review file and indicate whether it is preliminary or final approval.  If the fund source is subject to e-verify, research analyst will include this information in their approval.  The document inventory section for fund source should include a parenthetical note if the fund is subject to e-verify.
  2. Obtain or determine recruitment compliance by conducting an open recruitment, waiver of recruitment or by using one of the exemption categories. Note type of recruitment compliance and date on the document inventory.
  3. Outside letters are required for initial appointment. However, it is BSOE practice to not require letters for appointments to Junior Specialist or for anyone appointed to this title series under exemption category L. Letters may be candidate solicited, solicited by the Unit Head/P.I., or a combination of both.
  4. Copies of selected publications and current c.v. should be submitted by the candidate.  However, it is BSOE practice to not require publications for appointments to Junior Specialist or for anyone appointed to this title series under exemption category L.
  5. Unit Head/P/I. Should complete an evaluation/recommendation for the appointment.
  6. The dossier should be compiled in the order listed on the document inventory and submitted to the appropriate BSOE Academic Personnel Coordinator.
  7. The Academic Personnel Coordinator will obtain final budgetary approval from the Research Analyst by having them initial and date the document inventory.
  8. Upon completion of the review process, the candidate is notified in writing via email or on-line review of the decision. Copies are provided to the Unit Head/P.I. via the Department Manager, Research Analyst (if applicable) and Department Payroll staff.

Procedures for Reappointments, Merits and Promotions

By mid-May of each year, the BSOE Academic Personnel Coordinators will initiate a CALL to Unit Heads/P.I.s through the unit managers indicating which appointees in the title series listed above should be reviewed during that year for possible reappointments, merits, and promotions to be effective the following July 1. BSOE asks that a CALL letter be sent to the candidate.  Completed dossiers are due to the Dean's Office no later than the posted department deadline of the review year.

  1. Obtain budgetary approval from the research analyst via the online form.  Include in review file and indicate whether it is preliminary or final approval.  If the fund source is subject to e-verify, research analyst will include this information in their approval.  The document inventory section for fund source should include a parenthetical note if the fund is subject to e-verify.
  2. Obtain or determine recruitment compliance by conducting an open recruitment, waiver of recruitment or by using one of the exemption categories. Note type of recruitment compliance and date on the document inventory.
  3. Initiate the personnel action by completing section 1 of the Checklist to Assure Fairness. For all actions, ask the candidate to submit an updated bio-bib, copies of publications since the last review, and encourage the candidate to prepare a personal statement highlighting activities and accomplishments since the last action. For promotions, candidate should submit a list of possible reviewers and, if applicable, names of people who might not be objective and copies of publications since appointment or last promotion.
  4. Prior to Unit Head/P.I. review, complete section 2 of the checklist providing candidate redacted copies of confidential material if applicable.
  5. Unit Head/P.I. completes an evaluation/recommendation and provides the candidate with a copy of the letter. Section 3 of the Checklist is completed.
  6. The completed dossier is forwarded to the appropriate BSOE Academic Personnel Coordinator.
  7. The Academic Personnel Coordinator will obtain final budgetary approval from the Research Analyst by having them initial and date the document inventory.
  8. Upon completion of the review process, the candidate is notified in writing via email or on-line review of the decision. Copies are provided to the Unit Head/P.I. via the Department Manager, Research Analyst (if applicable) and Department Payroll staff.

Checklists and Document Inventories for these actions can be found at:

http://apo.ucsc.edu/advancement/academic-advancement/doc-inventories-and-checklists-to-assure-fairness/index.html.

Please click on the appropriate link for campus-wide policy (CAPM) for Professional Research, Project, Specialist, and Adjunct Professor title series. System-wide policy (APM) on these series can be accessed through links from the campus policies.