Florida Gulf Coast University Sabbatical Guidelines Key: If it is shaded it is bargaining or Memorandum of Understanding language that cannot be changed. Philosophy Sabbatical leave of absence is an important component of faculty development and institutional excellence. Through the use of sabbaticals, teaching effectiveness may be enhanced, scholarly endeavors enriched, and academic programs developed and strengthened. Sabbaticals provide faculty with opportunities for continued professional growth and new, or renewed, intellectual achievement through study, research, writing, and travel. It is essential that sabbaticals be used to foster faculty growth and development. It is a time to expand on scholarly enrichment, to improve teaching effectiveness, to foster curricular and course development and/or to enhance artistic performance and creative growth. Faculty members are accountable for their activities while on sabbatical. Upon return, faculty submit a final report that evaluates the achievement of sabbatical leave goals and summarizes the project outcomes. Accountability is assessed through goal achievement and documented completion of sabbatical project. Sabbaticals Sabbaticals for professional development are to be made available to employees who meet the requirements set forth below. Such sabbaticals are granted to increase an employee's value to the university through enhanced opportunities for professional renewal, planned travel, study, formal education, research, writing, or other experience of professional value, not as a reward for service. This is a right of faculty granted through Article 22 in the BOR-UFF Collective Bargaining Agreement. Types of Sabbaticals (1) The university will make available to each employee whose application has been reviewed by the university, a sabbatical for two (2) semesters (i.e., one (1) academic year) at half-pay, subject to the conditions set forth below. Each university may, with the approval of the local UFF Chapter, provide sabbaticals that are equivalent to the two (2) semester half-pay sabbaticals. (2) Each year, the university will make available at least one (1) sabbatical at full pay for one (1) semester for each forty (40) eligible employees, subject to the conditions set forth below. Each university may, with the approval of the local UFF Chapter, provide sabbaticals that are equivalent to the one (1) semester, full pay, sabbaticals provided to that university Eligibility Full-time tenured employees or full-time FGCU employees who are serving in multi-year appointments as assistant professor, associate professor, or professor with at least six (6) years of full-time service within the State University System shall be eligible for sabbaticals, if the terms of a contract or grant through which such an employee may be compensated allows for such sabbaticals. Full-time service shall be construed as full-time contractual service of either tenure, tenure-earning service, or multi-year appointment service. Years in the SUS accrued through visiting or one-year appointment status shall not Approved by Faculty Senate 1-30-01 Page 1 of 8 count toward eligibility for sabbaticals. Years in service by faculty in administrative roles should be addressed at such time as they return to general faculty status. Required Items for Sabbatical Application 1. A statement describing the program and activities to be followed while on sabbatical. 2. A statement on the expected increase in value of the employee to the University and the candidate's academic discipline. That statement should include the following information: A description of o The nature, history, and projected completion date of the project. o Applicant’s professional preparation for this project and his or her scholarly or other significant contributions already made in the activity for which application is made. o The significance of the project to the applicant's field, written duty assignments, and his or her increased effectiveness as a teacher and scholar. o All support agencies, cooperating institutions, targeted research facilities or field research areas, and any other forms of financial support expected during the sabbatical leave. 3. A statement on the specific results anticipated from the leave. 4. A statement that the candidate agrees to comply with the conditions of the sabbatical program as described in the CBA (Terms of Sabbatical). 5. A statement of the measurable benefits to the candidate and the University. This statement should link the candidate's projected achievements while on sabbatical to those of the mission of his or her College and to the mission of the University. 6. A current vita with a listing of publications and other significant professional achievements, assignments for the last three years, and courses taught for the last three years. 7. If applying for a half-pay sabbatical the applicant should follow the processes above, but add a statement describing any anticipated supplementary income and a statement that the applicant agrees to comply with the conditions of the sabbatical program outlined in the collective bargaining agreement. Note: Candidates may include other statements and materials, which further demonstrate their particular needs for sabbaticals. Those statements and materials should be linked directly to the professional standards and requirements of his or her field and to the particular needs of his or her College and the University. Appropriate documentation and letters of support should accompany each applicant's request for sabbatical. Sabbatical Committee Selection Process If there are more applicants for one (1) semester sabbatical at full pay than available sabbaticals, a committee shall rank the applicants. The committee shall be comprise of full-time employees with at least six (6) years of full-time teaching experience in a 4-year accredited college, university, or other degreeApproved by Faculty Senate 1-30-01 Page 2 of 8 granting institution of higher learning. The electorate shall be comprised of the faculty meeting the same criteria. The committee is comprised of one faculty member (Assistant Professor, Associate Professor, or Professor rank) elected from each College, and one Faculty Senate representative elected by the Senate at large. Sabbatical committee members are not eligible for sabbatical while serving on the committee. The committee chairperson shall be selected by the University President or his or her representative. The committee, in ranking the applicants, shall consider the benefits of the proposed program to the employee, the university and the profession; an equitable distribution of sabbaticals among colleagues, divisions, schools, departments, and disciplines within the university; the length of time since the employee was relieved of teaching duties for the purpose of research and other scholarly activities; and length of service since previous sabbatical or initial appointment. The committee shall submit a ranked list of recommended employees to the President or representative. The President or representative shall make appointments from the list and consult with the committee prior to an appointment that does not follow the committee's ranking. If staffing needs are such that eligible faculty from the same unit submit more applications for twosemester sabbaticals at half-pay than can be accommodated, the Sabbatical committee shall recommend a ranking of candidates to the unit head, based on the same criteria as above. Faculty denied sabbaticals solely due to staffing considerations shall be given opportunity to take the sabbatical the following year, or at a later time as agreed to by the employee and the university, in accordance with CBA. Terms of Sabbatical Program (1) While on sabbatical, the employee's salary shall be one half-pay for two (2) semesters (one (1) academic year), or full pay for one semester. (2) The employee must return to the university for at least one (1) academic year following participation in the program. Agreements to the contrary must be reduced to writing prior to participation. Return to the university of salary received during the program may be required in those instances where neither of the above is satisfied. (3) The employee must, within thirty (30) days upon returning from the sabbatical, provide a concise written report of the employee's accomplishments during the sabbatical to the President or representative. This report shall include information regarding the activities undertaken during the sabbatical, the results accomplished during the sabbatical as they affect the employee and the university, and research or other scholarly work produced or expected to be produced as a result of the sabbatical. (4) Employees shall not normally be eligible for a second sabbatical until six (6) years of continuous service are completed following the first. (5) Contributions normally made by the Board to retirement and Social Security programs shall be continued on a basis proportional to the salary received. Board contributions normally made to employee insurance programs and any other employee benefit programs shall be continued during the sabbatical. (6) Eligible employees shall continue to accrue annual and sick leave on a full-time basis during the sabbatical. (7) While on leave, an employee shall be permitted to receive funds for travel and living expenses, and other sabbatical-related expenses, from sources other than the university such as fellowships, grants-in-aid, and contracts and grants, to assist in accomplishing the purposes of the sabbatical. Approved by Faculty Senate 1-30-01 Page 3 of 8 Receipt of funds for such purposes shall not result in reduction of the employee's university salary. Grants for such financial assistance from other sources may, but need not, be administered through the university (effective 7/1/01). If financial assistance is received in the form of salary, the university salary shall normally be reduced by the amount necessary to bring the total income of the sabbatical period to a level comparable to the employee's current year salary rate. Employment unrelated to the purpose of the sabbatical leave is governed by the provisions of Article 19, Conflict of Interest And Outside Activity. Employment during a sabbatical Full pay sabbatical A faculty member who selects a full pay sabbatical is at 1.0 FTE for the sabbatical term. The employee is therefore, governed by Article 19 of the bargaining agreement between the Board of Regents and the United Faculty of Florida. Salary for outside employment that is acceptable pursuant to Article19 may result in a reduction of the University salary to bring the total income to a level comparable to the employee’s normal salary. Consideration will be given should the outside employment be a result of the purposes of the sabbatical leave. Under this condition the Provost may waive the reduction. Half-pay sabbatical A faculty member who selects a half-pay sabbatical may receive salary from grants or contracts at a level that would make total compensation equal to the faculty member’s normal salary. In order for the faculty member to use grant/contract funds to supplement salary while on sabbatical the following conditions must be met: 1. The nature of the grant/contract must complement the proposed sabbatical activities and participation in the grant/contract activities must contribute to the accomplishments of the sabbatical goals, 2. The grant/contract agency must allow for such an arrangement, 3. The gross salary drawn from the grant/contract cannot exceed half-pay of the faculty member’s normal salary, 4. The faculty member must be named and appear as a salary line item in the grant/contract, and 5. The faculty member’s supervisor must submit written verification to the Provost that the above conditions have been met. This must include sign off by the Director of Research and Sponsored Programs. Approved by Faculty Senate 1-30-01 Page 4 of 8 Timeline for Applications By end of the fourth week of January: Eligible faculty will submit the “Notice of Intent” to the Provost and supervisors. The Notice specifies which type (one semester at full pay, or two semester at half pay) the faculty member is seeking and for which semester. Faculty who do not submit the “Notice of Intent” by this time are not eligible to apply. By the end of the fourth week of February: Sabbatical applications must be turned in to the Provost. At this time the Provost or designee will determine if a selection committee must be constituted. The Provost or designee will notify the senate and each college of the need for an elected committee. If a committee is needed: By the first week of March: Sabbatical selection committee will be constituted. By the fourth week of March: Sabbatical committee will submit a ranked list of recommended faculty to the Provost. By the first week of April: The Provost or designee will notify faculty of approval or denial of sabbatical. Approved by Faculty Senate 1-30-01 Page 5 of 8 Notice of Intent to Apply for Sabbatical Name __________________________ Rank _____________ Department _______________________ College _________________________ I am notifying you of my intention to apply for a sabbatical for the next academic year. I am interested in: Full Semester at full pay _____ Two Semesters at half pay _____ I would like to take the leave during: Fall _____ Spring ____ Fall/Spring ____ For twelve month faculty only: Summer-Fall _____ The nature of the proposed sabbatical is: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ________________________ _______________________ Signature of Applicant Original to Provost Copy to Supervisor and Applicant Approved by Faculty Senate 1-30-01 Page 6 of 8 __________________ ___________ Received by Date Cover Sheet for all Sabbatical Applications and Final Reports Name __________________________ Rank _____________ Department _______________________ College _________________________ There are ___ no changes ___ changes in the type of sabbatical and the term in which I would like to receive the sabbatical. Here are my requested changes. ________________________________________________________________________________ ____________________________________________________ _________________________________________________________________ This proposal for sabbatical leave has been reviewed and is recommended by: ____________________________ Immediate Supervisor ___________________________ College Dean ___________________________ Received by _________________ Date __________________ Date __________________ Date This final report is being submitted as part of the requirement for sabbatical leave. It has been reviewed and approved by: ____________________________ Immediate Supervisor ___________________________ College Dean ___________________________ Received by Original to Provost Copy to Supervisor and Applicant Approved by Faculty Senate 1-30-01 Page 7 of 8 _________________ Date __________________ Date __________________ Date Checklist 1. 2. 3. Item Notice of Intent Application Cover sheet Reasons for requesting sabbatical Goals for Sabbatical with respect to professional development Statement of Program/Activities Statement on Value to Employee Statement on Value to Department, College and University Statement of Expected Results of Sabbatical Statement on compliance with the bargaining agreement with regard to sabbaticals Statement with regard to being accountable for the time spent on sabbatical Vita with current publications and professional achievements Design of the final report Statement about whether or not Article 19 is a factor Statement if there is any grant/contract involvement Final Report Statement on accomplishment of the reasons, goals and results Outline of activities performed Three – five page report on initial results Statement on future work related to sabbatical with timelines Drafts of works for publication Approved by Faculty Senate 1-30-01 Page 8 of 8 Date Sent