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Background

 
Phase 2 of the Lecturers' Salary Agreement 1990/91 provided for the introduction of a new contract of employment supported by a Staff Handbook. The text of the contract, and most important sections of the handbook, has been agreed nationally, and is being introduced at The University of Westminster in the nationally agreed form.
 
However it will be necessary to add sections to the handbook to reflect local matters and to offer guidance on aspects of the contract to ensure its satisfactory introduction. Key features of the new contract are the provisions related to Lecturers' duties and hours of work. The purpose of these guidelines is to assist in the systematic and consistent interpretation of these provisions, and the promotion of best practice. They have been drawn up, and will be revised from time to time, in consultation or where appropriate negotiation with the recognised Lecturer Union Representatives, in order to ensure that the institution sets a standard of best practice in these matters. The objectives of these guidelines are:
 
 
 
 
 
The University of Westminster recognises the importance of seeking to provide the best educational environment for all its staff and its students, and accepts that the Management of the institution bears full responsibility for ensuring that Lecturers are not obliged to cope with excessive workloads which damage the quality of our educational provision.
 

The Determination of Lecturers' Duties and Hours of Work

(To be read in conjunction with with the agreed National Contract & Guidelines)
 
The challenge facing the institution is to develop and expand the use of new approaches to teaching and learning, which reconcile reasonable workloads with our commitment to maintaining quality, while increasing access to Higher Education. The professional contribution of Lecturers will involve a commitment to working flexibility and efficiently within the parameters established in the contract and the staff handbook, while maintaining the highest professional standards in the discharge of their duties.
 
The duties and responsibilities of a lecturer are inherently of a professional nature and cover a wide range of activities. They may include, for example, direct teaching, tutorial guidance to students' learning, scholarly activity including research, curriculum development, preparation of learning materials, educational management and administration, participation in the democratic processes of the institution, participation in Quality Assurance procedures, recruitment and admission of students, staff appraisal, income generating activities, and representing the institution on or to external bodies.
 
The proportion of time an individual should devote to any of these activities is a matter for professional judgement, which is necessarily made on an individual basis. The focus of this process is the discussion between the individual and his/her Dean of School or nominee. This discussion should be informed by the collective views of colleagues within the School through an appropriate Staff/Subject Meeting. Deans should ensure that such discussion take place on future workload, developments and work allocations within the School to develop greater openness and transparency to the process and to encourage the wider adoption of best practices.
 
The duties of individual Lecturers will then be determined, normally on an annual basis, by the Dean of School in consultation and full dialogue with the individual before the end of May, with a provisional timetable agreed by mid-June of the session preceding that being timetabled. This discussion will take into account the needs of the individual as well as as those of the institution, and where possible the arrangement of timetables will have regard to the family responsibilities of individuals. The major accountabilities of each individual (i.e. formal scheduled teaching, scholarly activities including research and teaching-related duties) will then be recorded on a pro-forma, a copy of which is retained by both parties. The duties of individual lecturers are subject to regular review through the Staff Appraisal and Development Scheme.
 

Hours of Work

 
The agreed National text in the Staff Handbook states that as a general guide, an individual lecturer may expect formal scheduled teaching responsibilities for students within a band of 14-18 hours per week on average but that these should not exceed18 hours in any week or 550 hours in the teaching year. This implies, by way of illustration, that the weekly maximum of scheduled teaching duties and any offsets for teaching related duties, if averaged over the year, would be about 15 hours. Some supplementary guidance may assist in the consistent interpretation and application of these figures.
 
The working year will run from from 1 September to 31 August. In the context of the changing world of Higher Education there is likely to be an increasing need for flexibility with regard to the definition of the teaching year, particularly in regard to fully-funded short courses, for example. The majority of courses and therefore teaching arrangements over a calendar year will conform to the common regulatory framework and will in any case not exceed 38 weeks. Two of these weeks will be spent on teaching-related administration, at times to be arranged by agreement with the Dean, having due regard to the operational needs of the School and the wishes of the member of staff. This will normally be organised into 3 terms of an average of 12 weeks in length , with 3 week breaks over the Christmas and Easter periods, as approved by the Court of Governors on the advice of the Academic Council. In any event staff will not be timetabled to teach for more than 14 consecutive weeks. Staff will not normally be required to teach outside the 36 term-time weeks, but may agree to do so.
 
The working hours of a lecturer will be those reasonably necessary to fulfil his/her duties and responsibilities. It must be recognised that these hours may fluctuate during the working year; that required patterns of attendance on any day or within any week should not place unreasonable demands on a lecturer; and that the working hours are compatible with the objectives set out under "Background" above. As stated in s.1.3.1 of the nationally agreed text of the staff handbook, "it is not appropriate in a professional contract to be specific as to the exact hours of availability for duties". However, having regard to the contractual position of other professional staff at the University of Westminster, 35 hours per week may be regarded as the norm.
 
Teaching sessions will normally run between Monday and Friday. A lecturer may be required to teach up to two evenings per week. Additional evenings and weekend work will only be worked with the prior agreement of the individual lecturer concerned. Evening sessions are defined as those commencing after 17.30 hours. Arrangements which require a lecturer to teach the first session of a day following one the previous evening should be avoided if possible.
 
Whenever possible timetables will be arranged so that staff will not be formally scheduled to teach more than two complete 3 hour sessions (i.e. not morning, afternoon and evening) on any one day. Such sessions will be contiguous where  possible. Breaks, normally of one hour, between teaching sessions are recognised. When drawing up timetables due account should be taken of the need to spend time travelling between sites. Deans should endeavour to ensure that a lecturer's scheduled duties are arranged in such a manner as to provide adequate time for a period of concentrated research and other scholarly activities, but not in such a way as to lead to an unacceptable concentration of teaching activity.
 
Because teaching and learning methods vary across the institution it would not be practicable to enforce a standard definition of "formal scheduled teaching activities". However, Deans are encouraged to develop a shared understanding within Schools of the implications and interpretation of this term for their specific activities. For the sake of consistency it is suggested that this would normally include activities which are formally timetabled, including for example:-
 
 
 
 
 
 
 
 

where courses involve field trips Deans will agree with staff the extent of

formal scheduled teaching involved and this will be set against the annual total of 550 hours. Due account should also be taken of the overall time involved and the  intrusion into normal domestic and leisure activities.
 
Teaching related duties. There is a range of administrative and developmental activities which support the learning process. Where these form an identifiable part of a lecturer's duties, the lecturer will not be expected to undertake the maximum formal scheduled teaching load i.e. they will be offset against formal scheduled teaching. Again, the following list of roles and duties is not intended to be exhaustive:-
 
 
 
 
 
 
 
 
 
 
 
 
 

Other Scholarly Activities including Research

 
It is expected that all staff will engage in scholarly activity, which amy include research, and that this may be partly interwoven with teaching responsibilities. There will also be periods of the working year when lecturers are free from other scheduled responsibilities and are free to concentrate on scholarly activities. The allocation of duties to lecturers will take into account School and Faculty policies and the need for all members of staff to have sufficient time to pursue their academic and professional development.
 
There may be occasions when it is agreed that a lecturer should place a particular emphasis on research or other scholarly activities for a period, either because of a particular individual expertise or because of the needs of the institution. In such instances, the lecturer's teaching and other responsibilities will need to be set at a correspondingly lower level. It is expected that the appropriate Head and the lecturer will agree the nature of the research or other activities, and that these will be included on the individual's pro-forma and subject to review as part of the Staff Appraisal and Development Scheme.
 
Scholarly activity will generally be self-managed and may include the production of books, articles, conference papers, creative work in all media, professional updating and practice and personal academic development. This part of a lecturer's duties will normally be integrated into the lecturer's overall workload throughout the year, at times when formal scheduled teaching workload permit. 
 

Other Professional Duties

 
As well as teaching, scholarly activities, and other original work, it may be to the mutual benefit of staff and the institution for lecturing staff to engage in other agreed activities from time to time. These include staff development, including attendance at approved courses and conferences, industrial liaison and consultancy, activities which generate income for the institution, external examining and other agreed external commitments. In some cases these activities are occasional, and can be accommodated within the normal pattern of the lecturer's work without formal adjustment of other responsibilities; in other cases they may involve a quantifiable commitment and Heads will need to take them into account in allocating teaching, research, and other responsibilities.
 

Monitoring and Review

 
In order to ensure that the overall allocation of workloads within Schools has been achieved in a fair and consistent manner, it will be necessary for Heads to monitor the initial allocation and provide a basis for comparison as the situation develops. This should take account of the range of work, numbers of students, numbers of modules, and total hours. The institution recognises the frustration of staff from having to do administrative and clerical tasks not strictly requiring their academic expertise. Heads are encouraged to review the balance between teaching, technician and administrative support staff with a view to maintaining an optimal balance in the ratio of staff types to workload.
 
Once the individual allocation of responsibilities to lecturers is complete, Heads will compile a schedule of responsibilities (based on the individual pro-formas) for publication within the appropriate peer group. The schedule will include for each member of staff a list of formal scheduled teaching responsibilities, together with a statement of research and/or other scholarly activities where these are scheduled, other academic responsibilities and a statement of managerial and administrative duties.
 
The process of discussion on next year's timetable will normally begin early in the summer term with an initial schedule of responsibilities being published by mid-June. Schedules will be lodged with the Dean of the Faculty , who has responsibility for ensuring consistency across the Faculty. The Pro-Rector (Academic Affairs) will monitor arrangements across the institution in liaison with the Deans. The process will then be reviewed with the recognised teacher Unions with a view to identifying problem areas and possible improvements.
 

Appeals

 
Where a member of staff disagrees with the allocation of duties or with the interpretation of guidelines in the staff handbook the matter should be:
 
i) Raised informally with the appropriate Manager responsible for the decision. Issues raised in this way should be dealt with promptly.
 
ii) If still dissatisfied, raised formally in writing with the Dean of School. The Dean should respond within 5 working days.
 
iii) If still dissatisfied, raised formally in writing with the Dean. The staff member should have the right to be accompanied by a colleague or trade union representative at this stage. The Dean should respond within 5 working days.
 
iv) Nothing in this procedure shall inhibit the individual's right to pursue a matter through the grievance procedure.
 

Annual Leave

 
There is an entitlement to 35 working days paid leave in each holiday year. This is in addition to the statutory Public Holidays, and to those times when the institution is closed in the interests of efficiency (for example in the period between Christmas and New Year).
 
As the institution recognises the mutual obligations which are placed on the employer as a result of the new contract conditions, it will not unreasonably insist that lecturers must confine annual leave to periods outside term times. However, because of the need to ensure that operational requirements can be met during the 38 week teaching year, annual leave will be subject to mutual prior agreement between the individual lecturer and the appropriate Manager. Staff may request that up to 6 weeks of their normal holiday entitlement be taken in one continuous period, and such a request will not unreasonably be refused. Annual leave requested and taken will be recorded on personal leave cards, which can be seen by the Dean on request, and should be endorsed with the Dean's initials to indicate approval. Leave cards may be retained by the member of staff. Records of leave taken will then be required for example when staff leave part way through the year.
 
The leave year runs from 1 October to 30 September. Staff starting or leaving employment part way through the year will be entitled to a pro-rata entitlement, rounded up to the nearest whole day. Up to 5 days of any outstanding (i.e. untaken) leave entitlement may be carried forward to the following year with the permission of the appropriate manager, any amount beyond this will be lost.  
 
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