Aligning Faculty Assignments with Activities UF Effort Reporting

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) 1. Teaching 2. Research 3. Service 4. 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

Aligning COM Activity, UF Effort Reporting Category, Work Assignment, and Academic Mission Alignment. College of Medicine Activity *Patient Care with residents and fellows Comp Plan Work Assignment (RVU Targets) UF Effort Reporting Category Academic Mission for Promotion *Proportioned between Patient Care and Teaching (see below) *Proportioned between Patient Care Courses (Student course >GME) Clinical (clinic/hospital) and Teaching (see below) Budgeting Field/ Category Patient Care (Clinical, Contract, Aux, or UFF), Restricted Clinical Contract Clinical Teaching Clinical (clinic/hospital) Patient Care, no residents, fellows, or students Billed Clinical Care Clinical (clinic/hospital) Patient Care (Clinical, Contract, Aux , or UFF), Restricted Clinical Contract Patient Care, no residents, fellows, or students (non-reimbursable clinical public service) Unbilled Clinical Activities Clinical (clinic/hospital) Patient Care (Clinical, Contract, Aux , or UFF), Restricted Clinical Contract Patient Care with Students (Clinical, Contract, Aux, or UFF) *Patient Care with residents and/or fellows AND students Notes 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 *Patient Care with students (medical, PA, dental) Courses Clinical (clinic/hospital) *Proportioned between Patient Care and Teaching (see below) Classroom instruction of students Courses Non-clinical Teaching Classroom Instruction of Students (DFE, Aux, UFF, UF Strategic) Course, Concentration or Clerkship Director Courses Non-clinical Teaching Course, Concentration, Clerkship Director (DFE, Aux, UFF, UF Strategic Not "Administration" Residency or Fellowship Director Other Instructional Activity Non-clinical Teaching Residency or Fellowship Director (DFE, Aux, UFF, UF Strategic) Not "Administration" Direct leadership effort related to a specific project, and funded by sponsored research, should be reflected here Research, externally funded Non-clinical Research, C&G Research, department funded Non-clinical Research, (Aux, UFRF, OH & Residual, UFF, Unfunded) Administration, External Service Non-clinical 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 3 rd 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 Non-clinical Service** Not typically budgeted as a mission in Hyperion 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 Non-clinical Administration Not typically budgeted as a mission in Hyperion Administration, Clinical Admin. , Practice Plan Clinical (clinic/hospital) Patient Care Administration (clinical medical director, Restricted Clinical Contracts) Examples Division Chief, Department Chair, Dean 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. 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) *Patient Care with residents and fellows Clinical Teaching Clinical (clinic/hospital) *Patient Care with residents and/or Courses (Student course Clinical fellows AND students trumps GME) (clinic/hospital) Patient Care, no residents, no fellows, no students Billed Clinical Care Clinical (clinic/hospital) Patient Care, no residents, no fellows, no students (non-reimbursable clinical public service) Unbilled Clinical Activities Clinical (clinic/hospital) Academic Mission for Promotion Budgeting Field/ Category Notes *Proportioned between Patient Care (Clinical, Patient Care and Contract, Aux, or UFF), Teaching (see below) Restricted Clinical Contract Patient Care (Clinical, Contract, Aux, or UFF), Patient Care Restricted Clinical Contract Patient Care (Clinical, Contract, Aux, or UFF), Restricted Clinical Contract 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 *Patient Care with students (medical, PA, dental) Courses Clinical (clinic/hospital) *Proportioned between Patient Care and Teaching (see below) Patient Care with Students (Clinical, Contract, Aux, or UFF) Classroom instruction of students Courses Non-clinical Teaching Classroom Instruction of Students (DFE, Aux, UFF, UF Strategic) Course, Concentration or Clerkship Director Courses Non-clinical Teaching Course, Concentration, Clerkship Director (DFE, Aux, UFF, UF Strategic Not "Administration" Residency or Fellowship Director Other Instructional Activity Non-clinical Teaching Residency or Fellowship Director (DFE, Aux, UFF, UF Strategic) Not "Administration" *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 noncompeting 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 Research, externally funded Research, department funded Comp Plan UF Effort Reporting Work Academic Mission Category Assignment for Promotion (RVU Targets) Budgeting Field/ Category Notes Direct leadership effort related to a specific project, and funded by the sponsored research, should be reflected here Research, externally Non-clinical funded Research, C&G Research, department funded Research, (Aux, UFRF, OH&Residual, UFF, Unfunded) Non-clinical

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 Administration, External Service Non-clinical Service** Administration within UF University Governance Non-clinical Service** Administration within Division, University/College/Dept Department, College Administration Non-clinical Administration, Clinical Administration, Practice Clinical Plan (clinic/hospital) * Direct leadership effort related to a specific project should be reflected in externally funded research Patient Care Budgeting Field/ Category Notes 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 3 rd Not typically budgeted as a party. Participation on Committees or in leadership mission in Hyperion roles for academic or professional societies; study sections; recruitment activities (students, fellows, residents, faculty); service to the lay community (volunteer clinics, etc. ). Administrative and support service benefitting joint Not typically budgeted as a University or College mission in Hyperion activities (i. e. , member of Faculty Senate) Not typically budgeted as a Examples Division Chief, mission in Hyperion Department Chair, Dean Administration (clinical Examples include clinic medical director, Restricted director, Medical Director Clinical Contracts)

Promotion • Four UF Missions are appropriate activities for evaluation for promotion 1. 2. 3. 4. 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. 1. Your mission assignment for promotion will be 64% patient care, 16% Clinical Education, and 20% research. 2. 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