UCSD POSTDOCTORAL SCHOLAR ORIENTATION

1. UCSD POSTDOCTORAL SCHOLAR ORIENTATION Office of Postdoctoral Scholar Affairs Jennifer Oh Updated 11/27/2006

2. WELCOME Welcome t UCSD! We�re happy that you have chosen UCSD to for your postdoctoral training. UCSD is one of the premier public research institutions in the nation. In a recent national survey, UCSD was ranked 7th overall among U.S. universities for scientific impact; 2nd in pharmacology; 4th in molecular biology and genetics; and 5th in clinical medicine. At UCSD, the postdoctoral experience emphasizes scholarship and continued research training for individuals who have recently completed a doctoral degree. Postdocs engage in research training under the general oversight of a faculty mentor in preparation for a career position in academe, industry, government or the non-profit sector. Postdocs enrich the university community by providing expertise, mentorship to grads and undergrads, and performing cutting edge research.

3. SOME FACTS ABOUT UCSD POSTDOCS As of November 2005, UCSD had between 800-900 postdoctoral scholars 46.6% are in Health Science; 43.7% are in General Campus; 9.7% are in Marine Science. Depts with the most postdocs:  Biological Sciences � 127 Medicine - 112 Chemistry and Biochemistry � 69 65% are on visa status; 35% are US citizen/PR[Nationally 56% on visa; 44% US citizen/PR] 63.5% are male; 36.5% are female [Nationally 69% are male; 31% are female]

4. FACTS (continued) The UC System appoints more than 10% of the nation�s Postdoctoral Scholars Among the UC campuses, UC San Diego has the 3rd largest population behind UCLA and UC San Francisco.

5. POLICY Academic Personnel Manual (APM) and Campus Policy and Procedure Manual (PPM) 390 sets forth terms and conditions for Postdoctoral Scholar appointments Definition Responsibility Titles Salary and Stipend Grievance/Layoff/Corrective Action/Dismissal Leaves

6. POLICY (continued) DefinitionPostdoctoral Scholar appointments are temporary positions with fixed end dates intended to provide a full-time program of advanced academic preparation and research training.Clinical fellowships and residencies are excluded from appointment in this group.

7. POLICY (continued) Responsibility Mentors are responsible for making clear goals, objectives, and expectations of the program and guiding the postdoc during this period of advanced research training. Postdocs are responsible for their careers and for fulfilling the research program. UCSD is responsible for providing a stimulating and positive environment and recognizing the individual contributions to the research and educational mission.

8. POLICY (continued) Titles Postdoctoral Scholar � Employee (tc 3252)Funding from research grant or university funds Postdoctoral Scholar � Fellow (tc 3253)Funding from extramural fellowship or training grant and stipend administered through UCSD Payroll Postdoctoral Scholar � Paid Direct (tc 3254)Funding from extramural agency and stipend paid directly to Postdoctoral Scholar.

9. POLICY (continued) Salary and Stipend Scale established by UC Office of the President (UCOP)Effective 10/1/06, minimum is $32,304 and maximum is $78,372 Each unit or division is responsible for setting salary scale and salary increase guidelines appropriate for its area. Annual salary increases based on merit. When external agencies provide stipends/salary at rate less than the University�s established minimums, the mentor/PI is required to arrange for additional funding to bring the pay level up the established minimum. Appointments are at 100% full time.

10. APPOINTMENT PROCESS General overview Faculty/Mentor selects postdoc Completes and submits appointment filePostdoctoral Scholar Appointment formPostdoctoral Scholar Biography formMentor�s Expectation LetterProof of degree and funding Dean reviews and provides Offer Letter Dept or faculty/mentor forwards offer letter to postdoc and starts paperwork (visa, payroll, etc).Benefits Enrollment & Beneficiary FormPremium Payment FormPayroll Forms

11. ANNUAL REVIEWS/MENTORSHIP APM 390-25 requires that annual reviews be conducted prior to the end of the postdoc�s appointment. Review will assess the postdoc�s progress to date, strengths, areas needing improvement, and potential for research career, and set forth research activities for the following year if appointment is renewed. Postdoc�s must have an opportunity to provide comment and sign the review. An annual review is just a mechanism to document the feedback and career assessment that PI/Mentors should be providing on a regular basis. Mentors are encouraged to meet with the postdoc and together develop an Individual Development Plan (IDP). An example is available on the FASEB website http://opa.faseb.org/pdf/idp.pdf. Remember that postdocs are hybrids: they are highly educated professional scientists who are working with the PI but they are also there seeking advanced training for an independent career in research. Therefore it is important to treat them as colleagues and at the same time provide mentorship and guidance.

12. APPOINTMENT DURATION The total duration of a postdoc�s service may not exceed 5 years including postdoctoral appointments at other institutions. This does not include clinical service years (e.g. medical residency) An exception may be granted for a 6th year if the postdoc is changing fields and need additional time, if the postdoc is re-entering basic research from another career and has already had 5 years of postdoctoral service, or requires a couple more months to complete a project. Though there is a 5 year eligibility period for postdoctoral service, that does not imply or require that an individual should remain a postdoc for all 5 years. The goal is to prepare the individual within the 5 years to become an independent researcher and advance them accordingly and definitely before the end of the 5th year.

13. LEAVE POLICY Postdocs are eligible for the following leaves: Holidays (13 official university/administrative holidays) Sick leave (12 days per 12 month period; carry forwards) Time off (between intercessions, approx 4 weeks; no accrual or carry forwards) Though all postdocs are eligible for the leaves, paid leaves vary by funding agency policy. Please discuss with your PI/Mentor. FMLA Family Medical Leave Acthttp://www.dol.gov/esa/regs/compliance/whd/whdfs28.htmPostdoctoral Scholar - Employees are covered under FMLA if they meet the eligibility criteria: has at least 12 months of UC service (all prior University service and military leave granted by the University (need not be continuous), including service with and military leave granted by the Department of Energy Laboratories, shall be used to calculate the 12 month service requirement); and has actually worked at least 1,250 hours during the 12 months prior to the requested leave. Paid leave (e.g., sick leave) does not count towards hours actually worked. (For employees granted military leave, all hours that would have been worked had the employee not been ordered to military duty shall be used to calculate 1,250 actual hours of work requirement.)  Postdoctoral Scholar � Fellows and �Paid Directs are covered if the fellowship agency does not specifically disallow the leave of absence. However, please be aware that the funding agency may not provide pay during all or a portion of the leave. Please discuss with your PI/Mentor.

14. BENEFITS Information is available on the website http://research/postdoc/benefits.aspx UC Postdoctoral Scholar Benefits Plan (PSBP) is a benefits program offered to all UC postdoc that is sponsored by UC but administered by Garnett-Powers and Associates (GPA). Eligibility and PIEAll UC postdocs and their legal dependents are eligible.Period of Initial Eligibility (PIE) is 31 days from the begin date of the appointment. If a postdoc misses the PIE period, the individual will have to wait till Open Enrollment which occurs in November of each year and is effective the following January 1 or for a qualifying event (e.g. spouse loses coverage or marriage). Enrollment processTo enroll, go to the Garnett-Powers and Associates webpage and complete the enrollment form and beneficiary form. Print and then submit to your department HR or postdoc administrator. They will in turn forward to the Office of Postdoctoral Scholar Affairs (OPSA) for processing.ID cards will be mailed to your home address within one-two months depending on the submission date.If you have any questions regarding the status of your enrollment, contact your department or Merritt Bradford at OPSA. She can be reached at (858) 534-3553 or merritt@ucsd.edu. If you have a question regarding specific insurance coverage or general questions regarding the difference in insurance plans, please contact Garnett-Powers and Associates (contact information is at the end of this section). Health benefits administered by Garnett-Powers and Associates (GPA) Medical: Health Net HMO and PPO Dental: Health Net DHMO and Principal PPO Vision: Health Net Vision PPO Life and Accidental Death and Dismemberment (AD&D): Standard Short Term Disability: Standard Voluntary Long Term Disability: Standard Voluntary Dependent Repatriation and Medical Evacuation: Standard COBRA

15. MEDICAL BENEFITS HEALTH NET HMO AND PPOPSBP offers you a choice between two medical plans: The Health Net HMO Plan or the Health Net PPO Plan. Both plans offer comprehensive coverageWhat is an HMO Plan? This plan offers a broad spectrum of benefit coverage with a higher degree of managed care. Under the Health Maintenance Organization (HMO) model, the member chooses a Primary Care Physician (PCP) contracted with the HMO plan at the time of enrollment The PCP becomes the "gatekeeper" of that member's healthcare needs If the member is in need of treatment from a Specialist or is in need of an In-Patient or Outpatient procedure, he/she must obtain a referral from their PCP prior to any type of consultation or treatment. If the referral is not obtained, no benefits will be paid. There is no Out-of-Network benefit. In the event of a life/limb-threatening emergency, the member should dial "911" and all medical care will be covered. Once the patient is stabilized, the HMO will require that the patient be transferred to an "In-Network" facility. HMO premiums as well as the out of pocket expenses (i.e. deductible, co-payments, etc.) tend to be lower than their Indemnity or PPO counterpart due to the contractual element of "capitation."

16. MEDICAL BENEFITS (continued) What is a PPO Plan? The Preferred Provider Organization (PPO) offers much more flexibility and choice than the HMO plan. Under the traditional PPO plan, the member does not have to choose a Primary Care Physician (PCP) at the time of enrollment. There is an In-Network and Out-of-Network component. The In-Network benefits (deductible, coinsurance, etc.) will be greater than the Out-of-Network benefits. At the time of service, the member has the ability to seek care from a Specialist, without having to obtain a referral from a PCP. The contractual agreement between the PPO Plan and the Provider is on a "discounted fee for service" basis. This means that the provider who participates in the network has agreed to provide their service on an agreed upon discounted fee. The Provider who is not in the network will not agree to that discounted fee and will typically charge a "Reasonable and Customary" fee. There is no "capitation" in a PPO contract. PPO premiums tend to be higher than the HMO premiums due to the method of reimbursement and contractual agreements with the providers. Over the last three years, the difference in their pricing has diminished. PPO plans offer the ultimate in flexibility as it relates to who the patient is allowed to seek treatment from.

17. DENTAL BENEFITS Two dental plan options: Health Net DHMO or the Principal PPO.  Health Net DHMO: Similar to the HMO medical plan. A dental provider will be automatically assigned to you and your family members.  Principal PPO: You will not be assigned a dental provider. Whenever you need to access dental care while covered by the PPO plan, refer to the Dental PPO Directory on the GPA webpage. Please consult the PSBP Enrollment Form Instructions for information on how to change the dental provider auto-assignment, should you choose to do so. For your convenience, we have provided a link to the DHMO directory on the "Health Net DHMO" page. Please consult the PSBP Enrollment Form Instructions for information on how to change the dental provider auto-assignment, should you choose to do so. For your convenience, we have provided a link to the DHMO directory on the "Health Net DHMO" page.

18. VISION BENEFIT The Health Net Vision Plan is a PPO platform, allowing you the flexibility of visiting a network provider, or to choose a provider out of network. The plan offers a broad range of coverage, including exams, lenses, contact lenses and frames. If you choose to obtain service from an out-of-network provider, please use the Vision Claim Form to obtain reimbursement for your services from Health Net. Please follow the instructions on the form to properly submit both the form and your receipts for service from the out-of-network provider.

19. VISION BENEFITS (continued) HEALTH NET VISION PPO

20. SHORT TERM DISABILITY Short-Term Disability: The Short-Term Disability Program offered by The Standard Insurance offers you the security of knowing that if you should become disabled, replacement income is available to help you financially through that period without seriously affecting you and your family.  You will be automatically enrolled in the Short-Term Disability Insurance program offered by Standard Insurance. This disability benefit offers you a percentage of your pre-disability earnings during a benefit period of up to 180 days. For more detailed information on this program, please contact Garnett Powers and Associates.

21. LONG TERM DISABILITY Voluntary Long-Term Disability: This program offered by Standard Insurance provides you a way of protecting your income should you become disabled. It would begin after your Short-Term Disability income protection ends, which is 180 days of paid benefits. Though many of us feel that we will never be disabled, the following statistics tend to disagree with that assumption: On average, about 2,340 disabling injuries occur every hour during the year1 Odds of a person having at least one long-term disability lasting 3 months or longer before age 65: for a 25 year old, 44% probability; for a 30 year old, 42% probability2 It is important to have a vehicle to offer protection to your income, to allow you to meet your financial obligations when you are unable to work. The Voluntary Long-Term Disability insurance does just that. As you complete your PSBP enrollment form, after entering your date of birth and your salary or stipend amount, your monthly premium will be automatically shown in Section 4e. If you would like to begin this coverage, please indicate on the form.

22. LIFE AND AD&D Life and AD&D Insurance: The Life Insurance and Accidental Death & Dismemberment (AD&D) program offered by Standard Insurance Company is a comprehensive benefit that helps you responsibly secure your financial resources. You will be automatically enrolled in the Life and Accidental Death & Dismemberment benefit. The life insurance benefit amount is $50,000, in the event of death, with an additional benefit payable for AD&D.  As of January 1, 2007, this policy will include repatriation and medical evacuation coverage for the postdoc. For dependents of postdocs on visa status, repatriation and medical evacuation insurance is required and available for purchased through GPA.

23. COBRA COBRA NOTIFICATION Electing COBRA Continuation Coverage allows you, and your covered dependents, to continue the UC-PSBP medical, dental and/or vision plans in which you and your dependents were enrolled when you experience a 'qualifying event', such as termination of employment. If you elect COBRA Continuation Coverage, you will be responsible for paying the premiums directly to the insurance carriers providing the plans. Please read the General Notice of COBRA Continuation Coverage Rights on the GPA website. If you wish to enroll, contact GPA.

24. HOW MUCH DOES IT COST? As of 1/1/2007

25. GARNETT-POWERS AND ASSOCIATES Garnett-Powers & Associates23361 Madero, Suite 240 Mission Viejo, CA 92691 Monday - Friday, 8 am - 5 pm Call toll free at 1-800-254-1758Email: psbp@garnett-powers.com  http://www.garnett-powers.com/postdoc/index.htm

26. COMMUNITY PSA � UCSD Postdoctoral Scholar AssociationMichelle Juarez at mtjuarez@ucsd.edu CPS � UC Council of Postdoctoral ScholarsMichelle Juarez, Chair 2006-07 NPA � National Postdoctoral Scholar Associationwww.nationalpostdoc.org TSRI Society of Fellows http://www.scripps.edu/services/sof/ www.ScienceRing.comForum for postdocs and researchers to share ideas and discuss issues.Started by two UCSD postdocs!

27. INTERNATIONAL POSTDOCSDifference between J-1 and H1B Visa

28. INTERNATIONAL POSTDOCS (CONT) Visa J-1 5 years with waiver During 3rd year, apply for add�l 2 years and routinely approved Myth of H1B Not fast track to permanent residency Not based on classification but length of time 5+6 for a J-1+H1B vs only 6 on an H1B. Industry vs. academicH1B visa cap for industry positionsNo cap for academic institutions TaxationReview tax treaties http://www.irs.gov/pub/irs-pdf/p901.pdf Payroll expert: Paul Rodriguez prodriguez@ucsd.edu, (858) 534-3241Additional information available at http://blink.ucsd.edu/Blink/External/Topics/Policy/1,1162,3705,00.html

29. INTERNATIONAL POSTDOCS (CONT) Resources for International Postdocs UCSD International CenterWeekly orientation: Wednesday 9:30amFriday international lunchhttp://icenter.ucsd.edu/ National Postdoctoral Association (NPA)International Postdoc Survival Guidehttp://www.nationalpostdoc.org/site/c.eoJMIWOBIrH/b.1482617/k.7687/International_Postdoc_Survival_Guide/apps/nl/newsletter2.asp More to come on the OPSA Webpagehttp://research/postdoc/index.aspx

30. OPSA CONTACT INFORMATION Office of Postdoctoral Scholar Affairs Merritt Bradford, Specialistmerritt@ucsd.edu; (858) 534-3553 Jennifer M. Oh, Directorjmoh@ucsd.edu; (858) 534-6632 David D. Sworder, Associate Vice Chancellor for Research and Professor of ECEdsworder@ucsd.edu; (858) 534-5556 Location: University Center 965 (corner of Russell and Gilman) Mailcode 0043