Faculty Council Meeting February 7, 2017 Aligning Faculty Assignments with Activities; UF Effort Reporting, Academic Mission, and Comp Plan Faculty Council Meeting February 7, 2017

Principles of Mission Assignment Crosswalk Enables faculty to determine appropriate categories for the following purposes: UF Effort Reporting Categories (by semester) Compensation Plan Work Assignment Academic Mission for Promotion (annual evaluations AND Promotion and Tenure packets) Teaching Research Service Clinical Service/Patient Care Reporting Categories Re-enforces the assignment of “service” and “administration” into appropriate promotion categories Budgeting Categories **All of the above should be reported by % and must equal 100% regardless of FTE

Color Coding – according to Academic Mission Teaching Patient Care Proportioned between Teaching and Patient Care Research Service Administration

Administration, External Service Service** Aligning COM Activity, UF Effort Reporting Category, Work Assignment, and Academic Mission Alignment. College of Medicine Activity UF Effort Reporting Category Comp Plan Work Assignment (RVU Targets) Academic Mission for Promotion Budgeting Field/ Category Notes *Patient Care with residents and fellows Clinical Teaching Clinical (clinic/hospital) *Proportioned between Patient Care and Teaching (see below) Patient Care (Clinical, Contract, Aux, or UFF), Restricted Clinical Contract   *Patient Care with residents and/or fellows AND students Courses (Student course >GME) Patient Care, no residents, fellows, or students Billed Clinical Care Patient Care Patient Care, no residents, fellows, or students (non-reimbursable clinical public service) Unbilled Clinical Activities *Patient Care with students (medical, PA, dental) Courses Patient Care with Students (Clinical, Contract, Aux, or UFF) If patient care with students is tied to a course number, the effort should be reflected in an education mission otherwise use a clinical budgeting field Classroom instruction of students Non-clinical Teaching Classroom Instruction of Students (DFE, Aux, UFF, UF Strategic) Course, Concentration or Clerkship Director Course, Concentration, Clerkship Director (DFE, Aux, UFF, UF Strategic Not "Administration" Residency or Fellowship Director Other Instructional Activity Residency or Fellowship Director (DFE, Aux, UFF, UF Strategic) Research, externally funded Research Research, C&G Direct leadership effort related to a specific project, and funded by sponsored research, should be reflected here Research, department funded Research, (Aux, UFRF, OH & Residual, UFF, Unfunded) Administration, External Service Service** Not typically budgeted as a mission in Hyperion Activities that extend professional and/or discipline-related services of individuals to the community, state or nation but do not generate remuneration from a 3rd party. Participation on Committees or in leadership roles for academic or professional societies; study sections; recruitment activities (students, fellows, residents, faculty); service to lay community (volunteer clinics, etc.). Administration within UF University Governance Administrative and support service benefitting joint University or College activities (i.e., member of Faculty Senate) Admini. within Division, Department, College University/College/Dept Administration Administration Examples Division Chief, Department Chair, Dean Administration, Clinical Admin., Practice Plan Administration (clinical medical director, Restricted Clinical Contracts) Examples include clinic director, Medical Director *Time spent providing "patient care with residents and fellows" and "patient care with students" is attributable for promotion to the missions of "Patient Care" and "Teaching" proportionally to the intensity of education activities in the clinical setting while providing patient care. intensity of education activities in the clinical setting while providing patient care. Service Activities may include: Membership or Offices on Faculty Council or Faculty Senate; membership or leadership on departmental, hospital or university committees; membership or leadership on search committees, program development that enhances diversity; participation as member of IRB or IACUC; committee work at local, regional or national level in professional societies; contributions in service of local charities; advisement or contributions to local, state or national governing or political bodies Example of an annual assignment: Your work assignment as a faculty member will be 80% in clinical settings and 20% in non-clinical settings. Your mission assignment for promotion will be 64% patient care, 26% education, and 10% research. Last updated 1/27/17 Budgeting Mission - Hyperion Planning*

Patient Care/Teaching Activities that involve teaching and leadership in teaching – are appropriate for the Teaching mission Patient Care with students, residents, fellows Clerkship Director Residency Director The Patient Care missions may include clinical leadership positions Clinic director Program Director Medical Director

Do I Report Patient Care or Teaching? College of Medicine Activity UF Effort Reporting Category Comp Plan Work Assignment (RVU Targets) Academic Mission for Promotion Budgeting Field/ Category Notes *Patient Care with residents and fellows Clinical Teaching Clinical (clinic/hospital) *Proportioned between Patient Care and Teaching (see below) Patient Care (Clinical, Contract, Aux, or UFF), Restricted Clinical Contract   *Patient Care with residents and/or fellows AND students Courses (Student course trumps GME) Patient Care, no residents, no fellows, no students Billed Clinical Care Patient Care Patient Care, no residents, no fellows, no students (non-reimbursable clinical public service) Unbilled Clinical Activities *Patient Care with students (medical, PA, dental) Courses Patient Care with Students (Clinical, Contract, Aux, or UFF) If patient care with students is tied to a course number, the effort should be reflected in an education mission otherwise use a clinical budgeting field Classroom instruction of students Non-clinical Teaching Classroom Instruction of Students (DFE, Aux, UFF, UF Strategic) Course, Concentration or Clerkship Director Course, Concentration, Clerkship Director (DFE, Aux, UFF, UF Strategic Not "Administration" Residency or Fellowship Director Other Instructional Activity Residency or Fellowship Director (DFE, Aux, UFF, UF Strategic) *Time spent providing "patient care with residents and fellows" and "patient care with students" is attributable for promotion to the missions of "Clinical/Patient Care" and "Teaching" proportionally to the intensity of education activities in the clinical setting while providing patient care.

Research Externally funded research must be reported by fund source PI must approve effort of every participant who participated in the research Can include activities directly related to the research (i.e., lectures, writing reports and articles) Cannot include proposal preparation except for non-competing continuations (progress reports) on the existing fund Department Research is unfunded by outside sources Can include proposal preparation for new grants

How Do I Report Research Effort? College of Medicine Activity UF Effort Reporting Category Comp Plan Work Assignment (RVU Targets) Academic Mission for Promotion Budgeting Field/ Category Notes Research, externally funded Non-clinical Research Research, C&G Direct leadership effort related to a specific project, and funded by the sponsored research, should be reflected here Research, department funded Research, (Aux, UFRF, OH&Residual, UFF, Unfunded)  

Administration/UF Governance/Service Administration is best considered to be those activities which comprise a leadership role with major administrative duties – and which typically have an “administrative supplement” attached Division Chief Department Chair Assistant Dean, Associate Dean, Dean

Administration/UF Governance/Service (continued) May include: Membership or Offices on Faculty Council or Faculty Senate; Membership or leadership on departmental, hospital or university committees; Membership or leadership on search committees; Program development that enhances diversity; Participation as a member of the IRB or IACUC; Committee work at the local, regional or national level in professional societies; Contributions in the service of local charities; Advisement or contributions to local, state or national governing or political bodies Generally, these are not funded – except for IRB, IACUC Usually a very small assignment or not part of the formal assignment

How Do I Report Administrative Effort? College of Medicine Activity UF Effort Reporting Category Comp Plan Work Assignment (RVU Targets) Academic Mission for Promotion Budgeting Field/ Category Notes Administration, External Service Non-clinical Service** Not typically budgeted as a mission in Hyperion Activities that extend the professional and/or discipline-related services of individuals to the community, state or nation but do not generate remuneration from a 3rd party. Participation on Committees or in leadership roles for academic or professional societies; study sections; recruitment activities (students, fellows, residents, faculty); service to the lay community (volunteer clinics, etc.). Administration within UF University Governance Administrative and support service benefitting joint University or College activities (i.e., member of Faculty Senate) Administration within Division, Department, College University/College/Dept Administration Administration Examples Division Chief, Department Chair, Dean Administration, Clinical Administration, Practice Plan Clinical (clinic/hospital) Patient Care Administration (clinical medical director, Restricted Clinical Contracts) Examples include clinic director, Medical Director   * Direct leadership effort related to a specific project should be reflected in externally funded research

Promotion Four UF Missions are appropriate activities for evaluation for promotion Teaching Research Service Clinical Service/Patient Care “Administrative” Roles are not. UF Regulation 7.019(2)4.e.“Consideration for tenure, permanent status, or promotion during an administrative appointment shall be based on the faculty duties in teaching, research, service (including clinical service) or extension evaluated under the University’s criteria for tenure and promotion and shall not be based on the administrative portion of the assignment.” (emphasis added)

Suggested Language – 3 scenarios for Multi-Mission Faculty Your work assignment as a faculty member will be 80% in clinical settings and 20% in non-clinical settings. Your mission assignment for promotion will be 64% patient care, 16% Clinical Education, and 20% research. Your budget Assignment would be 80% Patient Care—Clinical (64%+16%), 20% Research—C&G

Suggested Language – for Research Faculty Your work assignment as a faculty member will be 50% in extramural research; 10% department funded research; 30% teaching and 10% service Your mission assignment for promotion will be 60% research, 30% education, and 10% service. Your budget Assignment would be 50% Research—C&G, 10% Research—DFR, 10% Classroom Teaching—DFE, 10% Division/Dept Administration