Article 12. Sabbatical Leaves

Section 12.1 Purpose
Section 12.2 Eligibility, Evaluation and Needs
Section 12.3 Procedures
Section 12.4 The Six-Year Requirement
Section 12.5 Sabbatical Length
Section 12.6 Exceptions
Section 12.7 Compensation During Sabbaticals
Section 12.8 The Requirement for Return
Section 12.9 The Sabbatical Report

Section 12.1 Purpose. The purpose of the sabbatical leave is to provide uninterrupted opportunity at regular intervals for the faculty for teaching improvement, writing, research, professional improvement, scholarly pursuits, or to gain new information and experience in order to remain current in one's field.

Section 12.2 Eligibility, Evaluation and Needs. Members of the academically-salaried faculty who have given the University at least six years of service shall be considered eligible for sabbatical leave and may apply. However, sabbatical leaves shall be awarded only after thorough review and evaluation of the merits of the individual leave proposal and the needs of the department and the school. Academically salaried faculty employed by UMMHC may also apply, however, since the costs of these leaves must be borne by UMMHC, the merit of the individual case must be evaluated by the chair and by senior administration of UMass Memorial Health Care.

Section 12.3 Procedures. Requests for sabbatical leave shall be initiated by the faculty member in a letter to the Department Chair (or the Dean, in schools without departments). Included should be a description of the project and an assessment of its importance to the faculty member's career goals and its potential benefits to the department and the school.

  1. In responding to the request, the Department Chair or the Dean (in schools without departments) shall consider whether the faculty member's record of achievement, service, and contribution during the years of service prior to the leave period provides reasonable expectation that the objectives of the sabbatical project will be achieved.
    1. Primary importance is attached to the degree of professional maturity of the faculty member and the research project or other proposed activity.
    2. Priority is given to faculty members whose studies are already in progress and who have demonstrated, while in the service of the University of Massachusetts, their desire and ability to make effective use of available time for research and professional improvements.
    3. Priority is given to faculty members whose projects cannot be pursued without continued absence from the campus. Unusual circumstances (e.g., specialized laboratory equipment) may, however, indicate the desirability of a sabbatical leave spent on campus.
  2. The Department Chair (in schools with departments) shall transmit the request along with his/her recommendation and relevant supporting material to the Dean of the school and, for approval of leaves for clinical faculty, to the CEO of UMass Memorial Health Care.
  3. The Dean and the CEO of UMass Memorial Health Care where relevant shall make the decision on the basis of the above and available funds, subject to approval by the Provost Chancellor's designee for Academic Affairs.

Section 12.4 The Six-Year Requirement. Full-time faculty previously on part-time appointments will be given prorated credit for part-time service (e.g., eight years at 1/2 time plus two years at full-time equal six years) and will be eligible for sabbatical leave based on current full-time salary. Part-time faculty will be eligible for sabbatical leave based on part-time salary after six years of part-time service.

Section 12.5 Sabbatical Length. Faculty members shall be entitled to: a) half salary for 12 months (which shall include one month of vacation), b) full salary for 6 months (which shall include 1/2 month of vacation), or c) half salary for two non-consecutive 6-month periods (each including 1/2 month of vacation).

Section 12.6 Exceptions. Sabbatical leaves under Section 12.5 a and b shall not be granted more frequently than once in seven years, with two exceptions: first, a faculty member otherwise eligible for a sabbatical leave who, at the request of his/her Department Chair (if any) and with the approval of the Dean of the school (or at the request of the Dean in the case of a department with an Acting Chair), postpones application for one year, shall be eligible for a subsequent leave in the sixth year of service after return to the school; and second, a faculty member serving in an administrative position who, with the approval of the Dean of the school and the Chancellor's designee for Academic Affairs, postpones application for up to three years, shall be eligible for a subsequent leave in the seventh year of service after the postponed sabbatical leave would otherwise have been taken.

Sabbatical leaves under Section 12.5c shall not be granted more frequently than once in any three-year period and may not be taken within the same three -year period as any leave taken under Section 12.5a and b unless one of the leaves has been administratively postponed as described above.

Section 12.7 Compensation During Sabbaticals. Faculty members who are on a full salary sabbatical leave may not engage in salaried employment in this country or elsewhere, however desirable the experience. This does not preclude acceptance of scholarships, fellowships, or grants for the purpose of research and study for which no services are required, or Fulbright or other lectureships when teaching is combined with research. A faculty member on a half-salary sabbatical leave may, with the prior approval of the Dean of the school and the Chancellor's designee for Academic Affairs, accept outside remuneration for work directly relevant to his/her teaching, research, creative or scholarly activity, or service. For members of the Medical Group the provisions of the Medical Group Practice Rules and Regulations shall apply to such remuneration.

Section 12.8 The Requirement for Return. Recipients of a sabbatical leave must return to duty for at least one year of service immediately following the expiration of the leave. Postponement of the required return may be approved by the Chancellor, with the concurrence of the President, when there are sound reasons for doing so and when the faculty member has acknowledged in writing that his/her obligation to return for a full year of service remains in effect; all such postponements shall be reported to the Board of Trustees. Failure to return shall obligate the faculty member to refund the salary received during sabbatical leave, unless an exception is made by the Board of Trustees.

Section 12.9 The Sabbatical Report. Each recipient shall, upon his/her return, file copies of a report of his/her activities and their results with the Chancellor, the Chancellor's designee for Academic Affairs, the Dean of the school and the Department Chair (if any).