1. 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

2. 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

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

4. 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*

5. 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

6. 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.

7. 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

8. 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)

9. 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

10. 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

11. 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

12. 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)

13. 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

14. 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