View Bill 22-23-12

Senate Bill 22-23-12

Bill ID: 22-23-12
Name: Review of the Interim University of Maryland Policy on Full-Time Faculty Workload and Responsibilities (II-1.25[A])]
Proposed: 10/17/2022
Sponsor: John Bertot, Associate Provost for Faculty Affairs
Proposal: The USM Policy on Faculty Workload and Responsibilities (II-1.25) has been revised substantially over several years. The amendments to the USM policy approved in June 2019, removed some specific workload percentage requirements, allowing teaching workload to include additional activities such as mentoring and curriculum development, and streamlined the required reporting to the Board of Regents and the State of Maryland.

The University of Maryland policy needed to be revised to comply with the USM policy. On March 4, 2022, the President approved amendments to the University Policy on Full-Time Faculty Workload and Responsibilities (II-1.25[A]) on an interim basis pending Senate review. It is requested that the Senate review the University interim policy and determine the implications and impact of the policy and procedures on faculty individually and on Academic Units and Research Units.

The Office of Faculty Affairs will advise all Academic Unit administrators and affected faculty of any revisions or additional requirements approved by the President following the Senate review.

The interim University Policy on Full-Time Faculty Workload and Responsibility was recommended to the President following research and consideration by a working group developed by the Office of Faculty Affairs. The working group recommended the University develop a workload and responsibilities policy for Professional Track Faculty separately from its consideration of the policy for full-time faculty.



Status: Completed
Completed On: 05/08/2023


Presidential Approval: 05/08/2023
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Reviewed By: Senate
Received: 04/19/2023
Decision Date: 04/26/2023
Decision: The Senate voted to approve the proposed policy as amended by the Senate.
Actions: The Senate considered and accepted several friendly amendments to the proposed policy revisions that were submitted by the Faculty Affairs Committee. One amendment removed a redundant reference that the policy does not apply to Professional Track Faculty and another reference to part-time faculty and adjunct faculty since the policy title and applicability provision clearly indicate that they are not subject to the policy. The other amendments were primarily minor edits. The Senate voted to approve the proposed policy revisions and recommendations as amended.
Next Step: Presidential Approval
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Reviewed By: Senate Executive Committee (SEC)
Received: 04/10/2023
Decision Date: 04/14/2023
Decision: The SEC voted to place committee report on the April 26, 2023 Senate agenda.
Next Step: Senate Review
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Reviewed By: Faculty Affairs Committee
Received: 10/17/2022
Decision Date: 04/18/2023
Decision Due By: 04/07/2023
Decision: The Faculty Affairs Committee approved proposed revisions to the policy in an email vote that concluded on April 18, 2023.
Actions: The Faculty Affairs Committee began its review of the interim policy in October 2022. The committee reviewed the USM Policy on Policy on Faculty Workload and Responsibilities (II-1.25) and the interim University of Maryland Policy on Full-Time Faculty Workload and Responsibilities (II-1.25 [A]). The committee also reviewed the research materials and sample workload policies that the interim policy working groups provided and met with several members of the working groups. The committee also consulted with the Associate Director & Research Assistant Professor of ADVANCE, to discuss strategies for fair, equitable, and effective faculty workload policy development and implementation. As recommended in the charge, the committee also met with a representative of the University’s Office of Institutional Research, Planning, and Assessment (IRPA) to discuss how faculty workload is reported to USM. To gain insight into the University’s policy impact on unit-level policy development, committee members individually consulted with Deans, Unit Heads, Department Chairs, and other members of departments, Colleges, and Schools. The committee also made a preliminary presentation to the Senate to get feedback about the administrators exempt from the policy and whether teaching responsibilities should have a maximum courseload.

During its review of the interim policy, the Faculty Affairs Committee considered the equity principles of the University policy, the policy guidance for unit-level policy development, and the clarity of the policy workload expectations requirements, particularly related to baseline teaching workload expectations. The committee determined that the policy adequately stated equity principles, but it recommended adding a requirement that unit-level policies be developed in accordance with the unit’s governance procedures. The committee also valued the flexibility that the University policy provided for unit-level policies to be responsive to shifts in faculty roles and responsibilities among the workload categories. The committee recommended that the policy include provisions clarifying that workload expectations unit policies may consider whether course equivalents may are permitted to accumulate over up to three years. The committee also recommended additional revisions to reinforce that all unit workload policies, including those developed by Libraries and the University of Maryland Extension, (UME), are subject to the review and approval procedures provided in the University policy. The committee did not make recommendations about the administrator exemptions or adding a maximum courseload for teaching responsibilities.

The Office of General Counsel reviewed the committee's proposed revisions to the policy. After due consideration, the Faculty Affairs Committee proposed revisions to the interim policy and an associated administrative recommendation regarding the faculty workload guidance provided by the Office of Faculty Affairs.
Next Step: SEC Review
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Reviewed By: Senate Executive Committee (SEC)
Received: 10/17/2022
Decision Date: 10/17/2022
Decision: The SEC voted to charge the Faculty Affairs Committee with a review of the interim policy.
Next Step: Faculty Affairs Committee Review
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