516.000 Appendix B - Instructional Workload Policy

UCSC:APO rev 3/16

INSTRUCTIONAL WORKLOAD POLICY

In accordance with Article 24 of the Memorandum of Understanding with the University Council-AFT, workload values for instructional offerings and course equivalencies shall be established for each department, program or unit. Campus divisional rate cards shall spell out these workload values. Rate cards must be reviewed by the Divisional Committee on Academic Personnel (DCAP) and approved by the Vice Provost for Academic Affairs.

The full time (100%) instructional workload standard for unit members for an academic year is 8 instructional workload courses (IWC) or the equivalent. An IWC is defined as a regularly scheduled course requiring significant academic preparation outside the class by the instructor, and which meets a minimum of three hours per week.

There must be duties assigned in a quarter to have a percent assigned to the quarter. The IWCs do not have to be evenly distributed. If duties are assigned in more than one quarter, the percent time shall be averaged over the quarters, but shall not be averaged to cover a quarter in which no duties are assigned. If appointment is made one quarter at a time (i.e., at the time the appointment is made there is no commitment to future employment in a subsequent quarter), each appointment must be considered as a discrete appointment. If appointment is made for two or more years, each year should be averaged individually. Such "averaging" may affect eligibility for UCRS membership and other benefits.

Two formulas for determining an averaged percent time follow:

Number of courses & equivalencies x 37.5
----------------------------------------------------- = Percent time
Number of quarters


Example: 4 1/3 course equivalencies to be averaged over two quarters:

4.3333 x 37.5 = 162.498
----------------- = 81.249% (round to 81.25%)
2 quarters

-- OR --

Number of courses & equivalencies
-------------------------------------------- = Percent time
Maximum IWCs allowed per quarter *


* (2.6666 for 1 qtr, 5.3333 for 2 qtrs, 8 for 3 qtrs)


Example: 4.3333
--------------------- = 81.249% (round to 81.25%)
5.3333


RATE CARDS FOR UNIT 18 MEMBERS:

Division of the Arts

School of Engineering

Division of Humanities

Division of Physical & Biological Sciences

Division of Social Sciences


WORKLOAD EXAMPLES

EXAMPLE 1

  IWC ASSIGNMENT
FALL 1 1 course
  1 1 course
  1/3 charge of language
  1/3 advising and committee service which meets Humanities threshold
     
WINTER 1 1 course
  1 1 course
  1/3 charge of language
  1/3 advising and committee service which meets Humanities threshold
     
SPRING 1 1 course
  1 1 course
  1/3 charge of language
  1/3 advising and committee service which meets Humanities threshold

TOTAL IWC = 8 for three quarters = 100% appointment


EXAMPLE 2

  IWC ASSIGNMENT
FALL 1 1 course
  1 1 course
  1/3 proctor and read placement exams
     
WINTER 1 1 course
     
SPRING 1 1 course
  1 1 course
  1 1 course

TOTAL IWC = 6 1/3 for three quarters = 79.17% appointment


EXAMPLE 3

  IWC ASSIGNMENT
FALL 1 1 course
  1 1 course

TOTAL IWC = 2 for one quarter = 75% appointment (can't add another course for Fall without adding a course in Winter)


EXAMPLE 4

  IWC ASSIGNMENT
FALL 1 1 course

TOTAL IWC = 1 for one quarter = 37.5% appointment

Then you discover you need to add 3 courses for Winter ...

  IWC ASSIGNMENT
WINTER 1 1 course
  1 1 course
  1 1 course

TOTAL IWC = 4 for two quarters = 75% appointment for Fall and Winter; you need to revise total appointment.