1. NHS Sabbatical Leave Workshop October 7, 2011

2. Purpose of Sabbatical Leave “The sabbatical leave program is designed to provide an opportunity for growth and renewal for tenured faculty members. Sabbatical leaves must be for the manifest, demonstrable benefit of the University in meeting its responsibilities of teaching, scholarly and other professional activities, service and the advancement of knowledge and must contribute to the further development of an individual as a teacher-scholar. ”“The sabbatical leave program is designed to provide an opportunity for growth and renewal for tenured faculty members. Sabbatical leaves must be for the manifest, demonstrable benefit of the University in meeting its responsibilities of teaching, scholarly and other professional activities, service and the advancement of knowledge and must contribute to the further development of an individual as a teacher-scholar. ” Board Policy Manual, sections 1-1-309 & 2-3-1001Board Policy Manual, sections 1-1-309 & 2-3-1001 University Regulation 3-3-1001 (1)University Regulation 3-3-1001 (1)

3. Eligibility for Sabbatical Tenured and tenure-track faculty In sixth year of full-time service, leave to occur in seventh or subsequent yearsIn sixth year of full-time service, leave to occur in seventh or subsequent years Only tenured faculty are eligible, TT must be granted tenure to take leaveOnly tenured faculty are eligible, TT must be granted tenure to take leave New service count begins after completion of sabbatical; a full-time faculty member is eligible to apply during the sixth year of full-time service after completion of a sabbaticalNew service count begins after completion of sabbatical; a full-time faculty member is eligible to apply during the sixth year of full-time service after completion of a sabbatical Service count begins on hire date anniversary. One semester service counts as half yearService count begins on hire date anniversary. One semester service counts as half year Employment beyond the academic year does not count as service unless contract so specifiesEmployment beyond the academic year does not count as service unless contract so specifies Leave without pay or full-time administrative work do not count toward time- in-service. LWP may count if previously approved by Unit Leader and Dean prior to the commencement of the leaveLeave without pay or full-time administrative work do not count toward time- in-service. LWP may count if previously approved by Unit Leader and Dean prior to the commencement of the leave

4. Eligibility for Sabbatical Part-time tenured faculty Receive prorated credit toward eligibility that is proportional to FTE assignmentReceive prorated credit toward eligibility that is proportional to FTE assignment - 2 semesters @ 0.5 FTE = 1 semester time in service Term faculty IneligibleIneligible If converted to tenure track, must have years of service credited toward sabbatical leave approved by Unit Leader, Dean, and CAO at time of conversion.If converted to tenure track, must have years of service credited toward sabbatical leave approved by Unit Leader, Dean, and CAO at time of conversion.

5. Acceptable Sabbatical Proposals The pursuit of research or study at an institution of higher education or similar entity where improvement of oneself as a teacher-scholar is the focusThe pursuit of research or study at an institution of higher education or similar entity where improvement of oneself as a teacher-scholar is the focus The pursuit of research projects within a faculty member’s specialty to advance knowledge, improve the “state of the art,” or to produce material for publicationThe pursuit of research projects within a faculty member’s specialty to advance knowledge, improve the “state of the art,” or to produce material for publication The acquisition of practical experience within a discipline that will directly enhance the individual’s on- campus responsibilitiesThe acquisition of practical experience within a discipline that will directly enhance the individual’s on- campus responsibilities The pursuit of special studies or projects for the purpose of expanding institutional-related services beyond the faculty member’s obligationsThe pursuit of special studies or projects for the purpose of expanding institutional-related services beyond the faculty member’s obligations

6. Unacceptable Sabbatical Proposals Study at a university, the primary purpose of which is to gain a degree in an area or discipline not related to current responsibilitiesStudy at a university, the primary purpose of which is to gain a degree in an area or discipline not related to current responsibilities Travel which is not directly related to on-campus responsibilities. (A significant distinction is made herein between travel to improve oneself as a teacher-scholar and travel in and of itself)Travel which is not directly related to on-campus responsibilities. (A significant distinction is made herein between travel to improve oneself as a teacher-scholar and travel in and of itself) Any sabbatical request within the faculty member’s current obligations to the University. (Examples include rewriting of course materials, course development, and the like)Any sabbatical request within the faculty member’s current obligations to the University. (Examples include rewriting of course materials, course development, and the like) Activities or research not related to current on- campus responsibilitiesActivities or research not related to current on- campus responsibilities

7. Restrictions on Sabbatical Leaves May not be a terminal leave or be taken in last year of employmentMay not be a terminal leave or be taken in last year of employment May not immediately precede or follow an unpaid leaveMay not immediately precede or follow an unpaid leave May not unduly disrupt student academic programs, as determined by the dean and department chair/school directorMay not unduly disrupt student academic programs, as determined by the dean and department chair/school director Shall not be used as a means to augment personal incomeShall not be used as a means to augment personal income

8. Approval of Sabbatical Based on merits of proposal communicated by the specific goals and plan for achievement outlined in the proposalBased on merits of proposal communicated by the specific goals and plan for achievement outlined in the proposal Dependent on availability of resources and staffing considerationsDependent on availability of resources and staffing considerations No guarantee that sabbatical leaves will be granted in a given academic yearNo guarantee that sabbatical leaves will be granted in a given academic year

9. Special Note on Leave Duration 2011-2012 Proposals Due to continuing and growing budgetary challenges, the following guidelines are anticipated:Due to continuing and growing budgetary challenges, the following guidelines are anticipated: Academic year requests are encouraged due to salary savings to the university that can be used to address instructional needsAcademic year requests are encouraged due to salary savings to the university that can be used to address instructional needs One semester requests will be considered only if:One semester requests will be considered only if: The program can absorb instructional replacement costThe program can absorb instructional replacement cost Course and section availability for students is not adversely affectedCourse and section availability for students is not adversely affected The program student credit hour generation should not decline as a result of the leaveThe program student credit hour generation should not decline as a result of the leave

10. Salary During Sabbatical One Semester Leave  Full Pay (No salary savings)One Semester Leave  Full Pay (No salary savings) Academic Year Leave  60% Academic Year Base Salary (Salary savings reverting back to college to pay for instructional needs)Academic Year Leave  60% Academic Year Base Salary (Salary savings reverting back to college to pay for instructional needs) May not receive compensation for overloadMay not receive compensation for overload Must repay university by working full-time for one academic year after sabbatical leave or immediately refund the sabbatical remuneration (salary & benefits)Must repay university by working full-time for one academic year after sabbatical leave or immediately refund the sabbatical remuneration (salary & benefits)

11. Application & Approval Process and Procedures Application & Approval Process and Procedures Board Policy Manual 2-3-1001(5) University application found at http://www.unco.edu/provost/forms/appforleave.pdfUniversity application found at http://www.unco.edu/provost/forms/appforleave.pdf http://www.unco.edu/provost/forms/appforleave.pdf Submit application and current CV to Unit Leader in sufficient time to allow for faculty and unit leader review.Submit application and current CV to Unit Leader in sufficient time to allow for faculty and unit leader review. Unit Leader will call a meeting of tenured and tenure-track faculty to consider the proposal for approval/disapproval using procedures established by the unit based on the merits of the proposal according to the standards of the discipline as well as resource and/or staffing issuesUnit Leader will call a meeting of tenured and tenure-track faculty to consider the proposal for approval/disapproval using procedures established by the unit based on the merits of the proposal according to the standards of the discipline as well as resource and/or staffing issues Voting FacultyVoting Faculty All full-time tenured and tenure-track faculty in the program area, department or school will participate in review and evaluation of faculty in their discipline but only tenured faculty must participate in voting; each tenure-track faculty member may choose to vote or not. Tenured faculty in the program area who are on full-time administrative assignment may not vote. Nor shall term faculty vote.All full-time tenured and tenure-track faculty in the program area, department or school will participate in review and evaluation of faculty in their discipline but only tenured faculty must participate in voting; each tenure-track faculty member may choose to vote or not. Tenured faculty in the program area who are on full-time administrative assignment may not vote. Nor shall term faculty vote.

12. Application & Approval Process and Procedures (cont.) Application & Approval Process and Procedures (cont.) Board Policy Manual 2-3-1001(5) If faculty vote for approval, Unit Leader will submit faculty’s recommendation and Unit Leader’s recommendation to the Dean by November 11, 2011 (If the proposal is not recommended for approval at any level and is not withdrawn by the faculty member, it will be retained for reporting purposes.)If faculty vote for approval, Unit Leader will submit faculty’s recommendation and Unit Leader’s recommendation to the Dean by November 11, 2011 (If the proposal is not recommended for approval at any level and is not withdrawn by the faculty member, it will be retained for reporting purposes.) Dean will submit Unit recommendations and Dean’s recommendation to the university chief academic officerDean will submit Unit recommendations and Dean’s recommendation to the university chief academic officer CAO will make final decision and report such decision to the Board of Trusties and to the PresidentCAO will make final decision and report such decision to the Board of Trusties and to the President Applicants will be informed of the recommendations and be afforded an opportunity to respond at each level of the review process up to the CAO, whose decision is finalApplicants will be informed of the recommendations and be afforded an opportunity to respond at each level of the review process up to the CAO, whose decision is final

13. Supplement to Sabbatical Leave Application NHS Guidelines Detail specific goal(s) and plan(s) for achievementDetail specific goal(s) and plan(s) for achievement Show the relationship of the activities to be pursued to the individual’s on-campus responsibilitiesShow the relationship of the activities to be pursued to the individual’s on-campus responsibilities Specify the effect on the applicant’s professional growth and development of knowledge in the disciplineSpecify the effect on the applicant’s professional growth and development of knowledge in the discipline Show how the activities will influence the student’s educational experience and enhance the University’s reputationShow how the activities will influence the student’s educational experience and enhance the University’s reputation Detail the expected cost of leave, as well as how the leave will impact program staffing, and student progression towards degree in applicant’s programDetail the expected cost of leave, as well as how the leave will impact program staffing, and student progression towards degree in applicant’s program Identify the period of time since the last sabbatical leave and whether the proposal has been previously postponed.Identify the period of time since the last sabbatical leave and whether the proposal has been previously postponed.

14. Proposal Prioritization Process CAO prioritizes proposals based on: 1.Time sensitivity – work must be done by end of following academic year or it cannot be completed; detail justification in proposals 2.Proposals that have been postponed in favor of more time- sensitive proposals take precedence – detail previous postponements in proposals 3.Duration between sabbaticals – longest take precedence over shortest; detail the period of time since the last sabbatical leave or since the time of hire 4.When a leave is postponed for any reasons, eligibility for the next sabbatical leave is calculated as if the postponement has not occurred.

15. Delay of Sabbatical Leave Delay of Leave by Faculty MemberDelay of Leave by Faculty Member If apply for and granted sabbatical leave, but not able to take at specified timeIf apply for and granted sabbatical leave, but not able to take at specified time May request postponement of leave for up to one yearMay request postponement of leave for up to one year Requires recommendation of Unit Leader and DeanRequires recommendation of Unit Leader and Dean Delay of Leave by DeanDelay of Leave by Dean May change effective dates of leaveMay change effective dates of leave May not postpone leave for more than one year from the requested start date, unless the faculty member agreesMay not postpone leave for more than one year from the requested start date, unless the faculty member agrees

16. Proposal Revisions Must submit proposed revisions to Unit Leader and Dean for approvalMust submit proposed revisions to Unit Leader and Dean for approval If either Unit Leader or Dean does not approve, faculty member will be provided opportunity to provide additional informationIf either Unit Leader or Dean does not approve, faculty member will be provided opportunity to provide additional information General expectation is that work will be done as proposedGeneral expectation is that work will be done as proposed Final report must match proposed objectives unless a revised proposal has been approvedFinal report must match proposed objectives unless a revised proposal has been approved

17. Final Report Expectation Required written report to program area, department or school facultyRequired written report to program area, department or school faculty Details activities, goals attained, and benefits to university that reflect the approved proposal or proposal revisionDetails activities, goals attained, and benefits to university that reflect the approved proposal or proposal revision Reviewed by Faculty, Unit Leader, Dean, and CAOReviewed by Faculty, Unit Leader, Dean, and CAO Must be submitted within one academic year after completion of sabbaticalMust be submitted within one academic year after completion of sabbatical Unacceptable reports will result in ineligibility for subsequent sabbaticalsUnacceptable reports will result in ineligibility for subsequent sabbaticals Failure to submit report w/in one yearFailure to submit report w/in one year Failure to pursue sabbatical activities as proposedFailure to pursue sabbatical activities as proposed Failure to address how sabbatical leave met the appropriate uses of sabbatical leave (Board Policy 2-3-1001(3))Failure to address how sabbatical leave met the appropriate uses of sabbatical leave (Board Policy 2-3-1001(3))

18. Institutional Accountability Joint Budget CommitteeJoint Budget Committee Education Committees of the Colorado Senate and House of RepresentativesEducation Committees of the Colorado Senate and House of Representatives Colorado Commission on Higher EducationColorado Commission on Higher Education Colorado Open Records StatuteColorado Open Records Statute

19. Questions?