Topics Map > Policies
Topics Map > Programming Policy & Guidance > 3.2 Planning & Reporting
Institutional Reporting - Policy
Policy Title
Division of Extension Institutional Reporting Policy
Policy Manager
Patrick Robinson, Associate Dean
Policy Contact
Christian Schmieder, Assistant Director for Data Governance
Rationale/Purpose
The purpose of this policy is to clarify and document the requirements related to institutional reporting. Institutional reporting is required for the Division of Extension to maintain federal funding. In addition, there are other reporting requirements that are required for Extension by entities such as the University of Wisconsin System Board of Regents.
Definitions
Research & Education Programming Positions: All colleagues involved in educational programming or research. Examples of these types of positions typically include employees with official titles of faculty, outreach specialists, Extension specialists, and outreach program managers, but this list is not exhaustive.
Scope
Institutional reporting is required for all Division of Extension research and education programming positions regardless of funding source. Examples of these types of positions typically include employees with official titles of faculty, outreach specialists, Extension specialists, and outreach program managers, but this list is not exhaustive.
Policy
Division of Extension Academic Staff Requirements
The following applies to Division of Extension academic staff:
- The supervisor of record will clarify reporting requirements for any academic staff member seeking clarification regarding whether this guidance applies to their position.
- The supervisor of record will determine whether or not an academic staff member has satisfactorily completed institutional reporting requirements. Supervisors and employees will have access to guidance materials related to determining completion of satisfactory reporting.
- A job responsibility and expectation related to satisfactory completion of institutional reporting requirements is incorporated into the Performance Management and Development Program (PMDP) system for all research and educational programming academic staff. The job responsibility and expectation will be reviewed and rated during annual performance conferences.
- Only academic staff members who satisfactorily complete annual reporting will be eligible for pay plan or discretionary salary increases in the year subsequent to the year for which the annual review was being conducted.
Division of Extension Faculty Requirements
All faculty are required to report. Faculty annual review committees will determine and document through the Faculty Annual Review process whether or not a faculty member has satisfactorily completed institutional reporting requirements. Faculty will also have access to guidance materials related to determining completion of satisfactory reporting. Only faculty members who satisfactorily complete annual reporting will be eligible for pay plan or discretionary salary increases in the year subsequent to the year for which the annual review was being conducted.
UW-Madison Units and UW Campus Partner Requirements
Institutional reporting is also required for all Division of Extension funded research and education programming employees within partnering UW-Madison units and other UW campus partners (i.e., integrated positions). Because the Division of Extension has an institutional reporting obligation to our funding sources, lack of satisfactory reporting by integrated faculty or staff can lead to loss of Division of Extension funding for that faculty or staff member and the partnering institution.
Related Division of Extension or UW-Madison Documents
Effective Date
June 7, 2021