Topics Map > Teaching, Learning & Academic Administration > Summer Term

L&S Summer Term Planning (Main Overview)

This page is an index of materials related to Summer Term instruction in L&S. Last updated December 2023.

Resources for summer planning

Summer Resources
Name & Link Description
Summer Course Guidance in L&S
  • Guidance regarding summer course selection and scheduling.
  • Low-enrollment guidelines
  • Summer Marketing
L&S Summer Budget Model
  • Budget model definitions
  • Explanation of planning exercises and related reporting.
Guidance for Summer Sessions appointments in L&S
  • Standard appointment levels for instructors and teaching assistants
  • Offer letter procedures.
Summer Accounting in L&S
  • Explanation of summer funding strings
  • Process for posting revenue and transferring amounts
  • Use and carry over of 131 balances
Summer Collegiate Experience


Email messages sent by L&S Teaching & Learning administration are saved here: Communications from L&S Teaching & Learning Administration

L&S TLA maintains a Summer email list that's meant to include L&S Summer Chairs and other departmental staff who help with summer. Email Cathy Yu at to add or remove individuals from this list.

Initial Planning Exercises

Initial Planning Exercises for Summer
Name & Link Description Summer 2024 Timing
Early Summer Course List New for Summer 2024. Departments use this document to communicate their planned courses for the upcoming summer, starting with course data from the previous summer. Departments will indicate if a course is being offered again and if it should be advertised on the Summer Course Guide Preview.
  • Sent 8/9/23
  • Due 9/20/23
Summer Budget Proposal This is the full proposal for summer. It contains a full list of planned courses and related instructional appointments.
  • Sent 9/21/23
  • Due 10/16/23
Course Guide Preview The Summer Course Guide Preview is a partial listing of summer courses for the upcoming summer, published at
  • Sent 8/9/23
  • Due 9/20/23

Changes & cancellations

Changes & cancellations
Changes and additions to summer plans
Canceling summer courses

Instructional Summer Appointments

Instructional Summer Appointments
L&S Summer Compensation Strategy L&S's current compensation strategy for summer
Guidance for Summer Sessions appointments in L&S Outlines standard appointment levels for instructors and TAs, and offer letter procedures.
Summer Appointments for Faculty, Academic Staff, and Limited Appointees on C-Basis OHR policy for summer appointments (previously the 2/9 or 8/9 policy)

Summer Reporting

Summer Reporting
Expense Details report - L&S

The Expense Details report contains specific details for instructors, student appointments, and supplies & expenses. 

Summer Financial Report - L&S The summer Financial Report shows enrollment/credit data and cost data for each summer course. This information is used to calculate the overall summer surplus for the department or program. 

L&S Contacts

  • Teaching & Learning Administration
    • Cathy Yu, Teaching & Learning Administrative Assistant
    • Shirin Malekpour, Associate Dean for Teaching & Learning Administration
  • Budget Office

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OwnerCathy Y.GroupL&S KB
Created2022-06-07 11:12:02Updated2024-01-11 13:54:35
SitesL&S KB
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