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Handbook of Operating Procedures
Chapter 2 - Faculty and Academics
Publication Date: March 21, 2017
Responsible Executive: VP for Academic Affairs


2.14 Faculty Workload and Minimum Faculty Teaching Requirement 


I. POLICY STATEMENT


State law requires the Board of Regents to adopt rules concerning faculty academic workloads. Texas Education Code Section 51.402 recognizes that important elements of workload include classroom teaching, basic and applied research, and professional development. Workload for the faculty members of the institutions of the University of Texas System (UT System) is expressed in terms of classroom teaching, teaching equivalencies, and presidential credits for assigned activities in accordance with the UT System Board of Regents’ Rules. For specifics, regarding faculty workload and minimum teaching requirements, refer to Rules and Regulations of the Board of Regents Rule 31006 “Academic Workload Requirements”. Instructional workload assigned at the University of Texas at San Antonio (UTSA) will meet the minimum teaching requirements terms of Regents’ Rule 31006, commensurate with the percent of each instructor’s salary paid from the appropriations source of funding, "Faculty Salaries". The distribution of the elements of workload is found in the faculty member’s Workload Distribution Agreement, which is used for the annual appraisal of performance for merit.   


II. RATIONALE


The intent of this policy is to ensure that the instructional needs of students are met and that UTSA complies with RR 31006, including the awarding of the presidential releases to the faculty member.


III. SCOPE


This policy applies to instructional assignments of all UTSA faculty and those who approve their instructional assignments.


IV. WEBSITE ADDRESS FOR THIS POLICY


http://www.utsa.edu/hop/chapter2/2-14.html


V. RELATED STATUTES, POLICIES, REQUIREMENTS OR STANDARDS


UTSA or UT System Policies or the Board of Regents Rules & Regulations        

  1. UT System Rules and Regulations of the Board of Regents' Rule 31006, Academic Workload Requirements  
  2. UTSA HOP policy 2.11, Annual Faculty Performance Evaluation for Merit Consideration    

Other Policies & Standards

  1. Texas Education Code Chapter 51, Provisions Generally Applicable to Higher Education, Section 402

VI. CONTACTS


If you have any questions about HOP policy 2.14, Faculty Workload and Minimum Faculty Teaching Requirement, contact the following office:

The Office of the Vice Provost for Institutional Effectiveness
210-458-4706


VII. DEFINITIONS


Minimum Workload – Tenured and Tenure-Track Faculty Members: Each tenured and tenure-track faculty member paid full time from the appropriations item "Faculty Salaries" shall be assigned a minimum workload equivalent to 18 semester credit hours of instruction in organized undergraduate classes each nine-month academic year, or fiscal year at option of the dean and provost, in accordance with calculation guidelines in Regents' Rule 31006. 

Minimum Workload – Non- Tenure-Track Faculty Members: Each non-tenure-track faculty member paid full time from the appropriations item "Faculty Salaries" shall be assigned a minimum workload equivalent to 12 semester credit hours of instruction in organized undergraduate classes in each fall and spring semester of the nine-month academic year, or fiscal year at option of the dean and provost, in accordance with calculation guidelines in Regents’ Rule 31006.

Source of Funding: When a faculty member is paid partially from a source of funds other than the "Faculty Salaries" line item, the minimum workload shall be proportioned to the percentage of salary paid from the appropriations item "Faculty Salaries."

Equivalencies: Semester credit hour credits allocated for reasons sanctioned by Regents' Rule 31006 (both within and outside the classroom) that contribute to meeting the minimum workload requirement.


VIII. RESPONSIBILITIES


  1. Department Chair
    1. See Section IX, A.
  2. Dean (or Dean's Delegate)
    1. See Section IX, B.
  3. Office of the Vice Provost for Institutional Effectiveness
    1. See Section IX, C.

IX. PROCEDURES


  1. Department Chair Procedures
    1. Ensure department faculty both full-time and continuing part-time have on file in the designated electronic faculty database an approved Workload Distribution Agreement, which complies with Regents’ Rule 31006.  The agreement will be used for the annual faculty merit evaluation as described in HOP 2.11.
    2. Assign faculty members both full-time and continuing part-time in the department a minimum workload of instruction in organized undergraduate classes, adjusted for the percentage of salary paid from the approprations item "Faculty salaries" equivalent to 18 semester credit hours for tenured and tenure track faculty and 12 semester credit hours of instruction per semester for non-tenure track faculty.
      1. The tenured and tenure-track faculty member's workload for each long semester must sum to a minimum equivalent to nine semester credit hours of instruction in organized undergraduate classes (adjusted for percentage of salary paid from “Faculty Salaries”).
      2. The non-tenure track faculty member's workload for each long semester must sum to a minimum equivalent to 12 semester credit hours of instruction in organized undergraduate classes (adjusted for percentage of salary paid from “Faculty Salaries”).
      3. Total workload is the sum of teaching workload plus approved workload releases, allowed by Regents’ Rule 31006.
      4. Workload includes equivalencies sanctioned by Regents’ Rule 31006.
    3. Grant workload releases from the list of workload equivalencies when:
      1. Student instructional needs are met; and
      2. Circumstances meet the terms of Regents' Rule 31006 for such workload releases.
        1. The circumstances and undergraduate workload equivalencies should be reviewed in detail by accessing the Regents' Rule.
        2. Presidential workload releases will be granted for basic or applied research following the faculty member’s research work plan in the Workload Distribution Agreement approved pursuant to HOP policy 2.14, which delegates performance criteria to the college or department workload policies.
        3. The official UTSA approved workload releases, aligned with the Regents' Rule, are listed in a drop-down menu in the University designated database. (For all references to the database throughout this policy, see Section XI below for link and description.)
    4. Ensure department faculty workload releases are entered into the designated university- approved database.
    5. Approve the workload release report for the department faculty into the designated University approved database.
  2. Dean (or Dean's Delegate)
    1. Review faculty workload assignments and releases for each department in the college for compliance with Regents' Rule 31006.
    2. Approve the college workload report in the designated University approved database.
  3. Office of the Vice Provost for Institutional Effectiveness
    1. Review each college's workload reports for compliance wtih Regents' Rule 31006.
    2. Ensure the college makes required corrections.
    3. Provide an annual report for all faculty academic duties and services to UT System for review by UT regents showing evidence of compliance with Regents' Rule 31006.

X. SPECIAL INSTRUCTIONS FOR INITIAL IMPLEMENTATION


None


XI. FORMS AND TOOLS/ONLINE PROCESSES


The current designated university approved faculty database is Digital Measures. The “Workload Information” screen, found on the Digital Measure Main Menu under “Teaching”, provides a list of the official UTSA-approved releases in compliance with Regents' Rule 31006 and calculates the appropriate releases. The screen also includes the following help resources: Workload Course Release (UTSA approved reasons and maximum allowable workload releases per reason); Requests for Released Time Workload Credits – college form; Requests for Released Time Workload Credits – department form; Workload Calculations/Weights (for classes taught); Workload Verification Help Manual; and Workload Module Frequently Asked Questions.  Also, to review each college’s (department’s) summarized workload information, the dean’s office (department chair) can run the “UTSA Faculty Workload Summary Report” found in Custom Reports in Digital Measures. In addition, the UTSA Faculty Workload Detail Report provides a summary for each individual faculty member.

Workload Information: http://provost.utsa.edu/vpaie/dm/faculty-workload.asp


XII. APPENDIX


None