Preparation of the Review Packet

The review packet contains the materials that form the basis for the evaluation at all levels of review. It is important that tenured faculty members undergoing a CPE make every effort to ensure that the material contained in the packet is complete, accurate, and professionally presented. The preferred submission format for materials is pdf (however; please do not lock/restrict/password protect any documents).

The contents of the review packet should include the following elements:

  1. a professional curriculum vitae
  2. a summary statement of professional accomplishments during the evaluation period and COVID-19 Impact Checklist.   In addition to the summary statement, faculty may include a brief summary of future professional plans during the subsequent six (6) years
  3. a summary of student course evaluation survey results (use template)
  4. copy(s) of peer observer report(s) and faculty member report(s). Please refer to the Peer Observation Guidelines for more information.
  5. copies of the annual reports, including chair and dean written annual evaluations during the evaluation period
  6. optional supplementary materials
  7. evaluations and analyses reported by the D-CPER committee, Department Chair/School Director, and dean

The professional vitae should serve as a simple listing of professional activities, while each of the other components provides more in-depth information about those activities. The suggested contents of each of these elements should be consistent with those outlined in the Promotion and Tenure guidelines. The faculty member undergoing CPE review is responsible for preparing items #1 – 6, with assistance from the Department Chair/School Director in obtaining materials for items #3 - 5; the D-CPER committee, Department Chair/School Director, and college dean are responsible for appending materials contained in #7.

Items #1 – 5 constitute the review materials utilized by the D-CPER committee, the chair, and the dean in evaluating the faculty member’s performance. Items included in #6 are optionally made available to evaluators at the department level only, but are not transmitted to the college level unless the dean and/or the C-CPER committee (should one be required) specifically request them. This information is summarized in the table below.

Review Activity

Item #1

Item #2

Item #3

Item #4

Item #5

Item #6

Item #7

Dept. review








College review









The checklist is available on Academic Affairs’ website as a PDF document.

1. Professional Curriculum Vitae

Name and Contact Information
This should include UTSA address, phone number, and email address, as well as current academic rank (for example, “Assistant Professor” or “Associate Professor without Tenure”).
Educational Background
Please list all institutions from which a degree was earned, including the degree received and the major field of study.
Professional Employment History
List all positions held in sequential order, with applicable dates, since earning the highest degree, including the present position at UTSA.
Awards and Honors
List any awards, honors, prizes, competitions, or other recognition received related to professional activities.
Research/Scholarly/Creative Activities Summary
Summarize all products of research/scholarly/creative activities, including publications, exhibitions, performances, architectural projects, reviews, or other documentation of scholarly contributions. All products should include the date and title of publication/exhibition/performance, the impact (e.g. impact factors, citations , Almetrics, etc.) the venue, and where applicable, the inclusive page numbers or size of the scholarly contribution. List separately the different types of publications (e.g. journal articles, books, reviews, etc.), scholarly products, or creative activity outcomes, providing respective listings of invited contributions, refereed contributions, and non-refereed contributions. Use separate headings for publication status such as Published, Accepted, Under Review/Submitted, and In preparation with published works listed first.
Scholarly Presentations
List all external oral or poster presentations at conferences, meetings, or other institutions/universities related to scholarly work, and provide the dates and locations of presentations. Provide separate listings for invited presentations, refereed, and non-refereed contributions.
Granting Activities
Provide a list of grant proposals submitted, whether for research, instructional, or public service activities (please indicate one of these for each grant), giving the name of the granting agency, the project dates, the project title, and the total amount requested and awarded, if appropriate, for each.
Intellectual Property
Where applicable, provide a summary of any intellectual property generated from scholarly activities and indicate any patent applications, copyright privileges, licensing, or other commercialization that has resulted. The summary should include dates, titles, and identifying information.
Teaching Activities
List all formal courses taught at UTSA, indicating the level of the course (undergraduate or graduate) and its title. Provide a list of students mentored in research/scholarly/creative activities and any theses or dissertations directed. Summarize any service on graduate committees and for student advising.
Service Activities
Provide separate listings of all committee assignments, assigned administrative activities (for example, department chairmanship, center directorship, etc.), and professional service activities (including leadership in disciplinary organizations, service as a journal editor, manuscript or grant proposal reviewer, meetings or symposia organized, etc.). Each activity should include the dates of participation, the organizational level of the activity (for example, department, college, etc.), and any leadership roles played.

2. Summary of Professional Accomplishments and COVID-19 Impact Checklist

The summary of professional accomplishments should be succinct and provide only the highlights of the faculty member’s noteworthy accomplishments during the evaluation period. This is not intended to be a restatement of the curriculum vitae. In addition to the summary, one-to-two paragraphs may be devoted to outlining plans for professional activities over the coming evaluation period. The summary should ideally be no longer than two pages in total.

We also recognize that the COVID-19 pandemic may have caused varying disruptions to faculty in their teaching, research/scholarship/creative activity, and service goals. Furthermore, we understand that these disruptions impact individual faculty in unique ways, based on differing responsibilities and circumstances, and differing timescales and intensities. The COVID-19 Impact Checklist allows faculty to provide information on disruptions to their teaching, research / scholarship / creative activity, and/or service that provide additional, important evaluation context.

3. Summary of Student Course Evaluation Survey Results

Provide a table of courses taught during the evaluation period using the template provided below ( this template may be downloaded from the Academic Affairs’ website or the information can be run using the “UTSA Summary of Student Course Evaluations” report in Digital Measures). Do not include copies of student evaluation surveys or comments among these materials. If you have IDEA surveys, please use the adjusted figure for course ratings and instructor ratings. The online course surveys provide average ratings under the “Essential Statements” portion of the survey.


Course No.

Course Type

New Prep?

Course Enrollmt.

No. of Responses

Course Rating

Instructor Rating



LD, UD, or GR






Note: LD = lower division, UD = upper division, GR = graduate-level

4.  Peer Observation Report(s)

Provide peer observer’s report(s) and faculty member’s report(s) for each instance in which the department has performed a peer observation of teaching since previous comprehensive review.  Please refer to the Peer Observation Guidelines and your Department Chair/School Director for assistance in completing this task.

5. Annual Reports

Annual reports should be submitted by the faculty member for each of the years comprising the evaluation period. The Department Chair/School Director may assist in providing these materials.

6. Optional Supplementary Material

Faculty members may submit optional supplementary materials as electronic documents posted to SharePoint to highlight or document achievement in the areas of teaching, research/ scholarly/creative activities, and service activities, particularly those highlighted in the summary of professional accomplishments (#3). A checklist of possible items that might be included among the supplementary materials is available from the Academic Affairs' website.

Once the department-level evaluations are completed, the optional supplementary materials may remain available during the dean and/or C-CPER committee’s evaluation of the review packet. In extraordinary cases, where additional supplementary materials might clarify a point made in the departmental review, the dean and/or C-CPER committee may request these materials.

Please note that collecting supplementary materials in digital format is the responsibility of the faculty member. Assistance in creating digital archives is available through the Office of Information Technology and the University Library. By storing these materials online, the intent is that they are made accessible for the convenience of the D-CPER and C-CPER committees, Department Chair/School Director, and Dean to assist in their separate deliberations.

7. Evaluation and Review Materials

As the review packet goes through the evaluation process, each level of review should append its report to the packet for consideration by the next level of review. Guidelines for these various levels of review are provided in the “Review Process” section of these guidelines below. The materials should be arranged in the following order, with the responsibility and timing for appending each set of materials indicated below:


Responsible Individual


D-CPER committee report
Chair’s evaluation report

Department Chair/School Director

Upon completion of department-level evaluation

C-CPER committee report
(if convened)


Upon completion of departmental review, if needed.

Dean’s evaluation(s)*


Upon completion of all prior reviews.

*If a C-CPER committee is convened the Dean will write a final evaluation memo summarizing the review.