Faculty Assembly

University of North Carolina

Minutes of the One Hundred and Third Meeting

November 21, 1997

First Plenary Session

The one hundred and third meeting of the Faculty Assembly for the University of North Carolina was held in the Board Room of the General Assembly Building in Chapel Hill on November 21, 1997. The meeting was called to order by Chair Laura Gasaway at 1:08 p.m., with 36 delegates in attendance.

The minutes of the September 19, 1997 meeting of the Faculty Assembly as posted on the Web Site were approved.

Chair's Report

Since the September meeting of the Assembly, the Faculty Website has been expanded considerably. Minutes and agendas are distributed to delegates only through the Website. The listserv is up and functioning, and problems seem to have been corrected. Further, an Agenda Issues page has been created to reflect the major issues on which the Assembly is working and the committee responsible for the issue. An Issues and Concerns page has been created so faculty members and delegates may convey issues and concerns to the chair who will post them on the Website. Paul Duvall continues to provide outstanding service to the Assembly by maintaining our website.

The recommendations of the Ad Hoc committee on Faculty Assembly meetings have been incorporated in the structure of today's agenda. The Executive Committee will evaluate how this agenda format worked and structure future meetings accordingly. The agenda may be affected by the president's schedule, however.

Chair Gasaway reported that she had been attending Board of Governors meetings, committee meetings, dinners, etc., to represent the Assembly. She has been appointed to the Inaugural Committee which is responsible for planning the April inauguration of President Broad. Additionally, the chair's visits to campus faculty senates began with a visit to UNCG. Several more are planned for the spring.

The chair concluded her remarks with a summary of the data compiled from biographical data from the Faculty Assembly Biographical Directory which was distributed to the delegates.



New Business

There was no new business.

The First Plenary Session was adjourned at 1:24 p.m. and the members met for committee sessions.



Second Plenary Session





The Second Plenary Session was called to order by Chair Gasaway at 3: 30 p.m. in the Board Room of the General Administration Building. Chair Gasaway introduced President Molly Broad to the Assembly.



President Broad's Report

President Broad addressed the Assembly on a number of matters, including Board of Governors' issues, faculty effective teaching and service, Legislative Study: Funding of Students in Degree Programs, upgrading equipment, and status in enrollment. (A copy of President Broad's remarks is attached).

Following President Broad's remarks, Chair Gasaway introduced Dr. Don Caughill, Associate Vice-President of Finance, General Administration, who provided a presentation on the Equity Funding Model Report. The presentation examined the funding of enrollment across the system based on Special Provision, HB 229 (1995). The factors considered in designing an Equitable Funding System were: (1) size of the student body; (2) cost of programs (3) levels of the student body (graduate undergraduate); (4) resources required to meet early college needs of entering students; (5) other factors identified by the Board of Governors; (6) funding on the basis of schools rather than full time enrollments. Dr. Caughill then entertained questions from Assembly delegates.

The meeting was adjourned at 5:00 p.m. for committee dinner meetings.



Third Plenary Session



The Third Plenary Session was called to order at 6:43 p.m. by Chair Gasaway.

Executive Committee Report (Pamela Hunter, NCA&T, Vice Chair)

The Executive Committee of the Faculty Assembly met at 9:00 a.m. in Conference Room B, UNC-General Administration. The Committee was joined by Dr. Roy Carroll, Vice-President for Academic Affairs at 10:30 a.m. and President Molly Broad at 11:00 a.m.

The Executive Committee identified the following items for discussion at the February Faculty Assembly meeting:

1). Annual invitation to Senate Chairs to visit with the Governance Committee and other Committees to possibly address a concern for faculty serving on Board of Trustees.

2). Inviting Board of Governors' Chairman, Clifford Cameron, to the February or April meeting.

3). Post Tenure Review drafts due by February 19, 1998 with possible implementation in April, 1998; the Academic Freedom and Tenure Committee was assigned to serve as an oversight committee for documents prepared by various campuses.

4). Chair Gasaway will be presenting to the committee formulated by General Administration to address the need for a policy statement for the UNC System relative to copyright, on December 10, 1997. She will express the concern for faculty input in drafting the policy before it becomes a draft and offer her expertise and suggest other individual resources who can provide additional assistance.

5). President Broad was receptive to the concerns presented by the faculty delegates of the Executive Committee. She expressed the need for continuous dialogue with members of the Executive Committee. She will meet with the Chair before the February meeting to address concerns and continue moving forward in shared governance within this system.

6). Chair Gasaway received an invitation to present at the Board of Governors meeting to address issues and concerns relative to faculty in the system.

7). President Broad's concern for the use of technology was to enhance teaching and learning on the campuses. Faculty development summer workshops were suggested as a means of assisting faculty in becoming comfortable with computers in the delivery of instruction.

ELECTION OF NOMINATION COMMITTEE (Don Sexauer, ECU)

Nominations for this committee must include two delegates from the Executive Committee and three from the body. The potential candidates are: Pam Hunter, NCA&T; Bruce Larson, UNCA (Executive Committee); Paul Duvall, UNCG; Steven Lilly, NCSU; and Mary Ann Nixon, WCU (Assembly).

A motion to accept the slate as presented was carried. Chair Gasaway asked Paul Duvall, UNCG, to convene for the Nomination Committee which will elect its own chair.



Agenda Topics for February Meeting

Assembly delegates were asked to suggest topics for substantive discussion at the February meeting. The group identified two (2) topics: (1) copyright; and (2) report of the grievances.

STANDING COMMITTEE REPORTS

Budget Committee (Bruce Larson, UNCA)

The Committee reviewed its agenda for the year and will begin the process of updating the 1996-97 Faculty Involvement in the Budget Process Report. A request for the information needed will soon be made to the Faculty Senate Chairs on all campuses.

Ken Grogan, General Administration, met with the Committee to provide his perspective of some recent developments with budgetary significance. In relation to this he noted:

1). Projected enrollments for this year are about 1,000 greater than previously thought, and that this should lead to some upward budgetary adjustments.

2). The Board of Governors will hold a budget workshop on January 9, 1998. The General Assembly will reconvene on May 11, 1998.

3). Regional budget workshops will take place in March and April at times and places to be made known later.

4). Mr. Grogan also reviewed the Board of Governors Schedule of Priorities for 1997-99, especially those for 1998-99. In light of this, the Committee drafted a resolution, which was distributed to the Assembly for discussion.

5). The next meeting agenda will include the following:

a. Revised Faculty Involvement in the Budget Process Report;

b. Report on the Board of Governors Budget Workshop; and

c. Information on the capitol improvement budget, equity funding, and the ongoing tuition study

The Committee submitted a resolution to increase funding and support of teaching and learning. The resolution was adopted. (See RESOLUTION 97-1)

Planning & Programs (Dan Caton, ASU)

The Committee heard the following reports from General Administration representatives:

1). Judith Pulley, Vice President for Planning, reported on current enrollments.

2). Jim Sadler,Assistant Vice President for Planning, reported on ten year projections; predicting more than 40,000 new students over the next decade.

3). Henry Holmes, Associate Vice President for Finance, reported on the status of outsourcing studies. He added that some institutions have done extensive studies, and some are lagging behind. The reviews must take into account the loss of benefits to staff who move to private jobs as a result of outsourcing.

There was further discussion on distance learning and summer programs. With a concern that the System has nine (9) month faculty at twelve (12) month schools, the Committee asked the Welfare Committee to look at the effects of this trend. There was also concern that distance learning courses are being taught as an overload, with no credit counted toward faculty teaching load.

Old business, Resolution on Quality. Gary Barnes, Vice President for Program Assessment, will be invited to the next meeting to report on the status of two related studies, the new assessment plan and performance based budgeting, to see how these include quantitative measurements of quality.

The Committee concluded with a discussion of the problem that resolutions tend to boil down complex issues into a simple statement that does not carry the feelings of the Committee. It was suggested that 'white papers' be generated on some topics, to bring to the intended audience a better feeling of the issues.

Faculty Governance (Ken Gurganus, UNCW)

The Committee continued its discussion and review of the Faculty Assembly by-laws. A preliminary report is scheduled for the February Assembly meeting; the Committee will complete the report a month before the April meeting. Further discussion included the Senate Chair visit in February and two items of concern: (1) the perception that there is a dramatic increase in grievances; looking at the grievance process with the question in mind that the execution of current procedures are consistent with the Code; and (2) the computer use policy (Model Computer Use Policy). On the issue of purging computer files, Chair Gasaway added that as long as files of electronic mail are kept by the campus Information Technology people, faculty may purge their own files because it is being saved somewhere on the campus unless a campus policy dictates otherwise.

The Committee submitted a resolution on faculty rewards and salaries. The resolution was adopted. (See RESOLUTION 97-2)

Academic Freedom and Tenure (Don Sexauer, ECU)

The Committee discussed the draft guidelines for the use of copyrighted works being developed by system legal staff. On Chair Gasaway's recommendation, the Committee decided not to proceed with a resolution, awaiting the outcome of her December 10th meeting with the attorneys and her interactions with President Broad.

The implications of part-time and non-tenure track faculty for academic freedom and tenure will continue at the next Assembly meeting in February. Other issues discussed included AAUP guidelines and Post-Tenure Review policies on other campuses.

The Committee decided that the university calendar change should be addressed by one of the committees and suggested this assignment be discussed by the Executive Committee.

Professional Development (Mike Pearson, UNCC)

The Professional Development Committee focused on two issues. First, the current situation confronting ICUT (Institute on College & University Teaching). Judith Stillion, Associate Vice President for Academic Affairs, and the first Director of ICUT in the late 1980s, reported the funding crisis at ICUT. Supported in cooperation with Western Carolina University, this program was oriented toward supporting various teaching initiatives, including the Carolina Colloquy. At present, ICUT is without funds. The Committee discussed how the Assembly might respond to this situation. A resolution was prepared and presented. After a lengthy discussion, Chair Gasaway suggested that instead of a resolution, the Assembly simply direct her to write a letter to the President expressing these concerns and asking her to convene a group to address this issue. The motion carried.

The second issue involved a survey of campuses on the types and scope of Administrator Review. A summary of this report will be given at the April meeting.

Faculty Welfare Committee (William Siegfried, UNCC)

The Faculty Welfare Committee addressed several issues. Kitty McCollum, Assistant Vice President for Finance, asked the members to react to a plan that would add a fourth option to the Optional Retirement Plan. Working with a benefits consultant, the General Administration will solicit bids by mutual fund companies to make a portfolio of funds available in addition to TIAA/CREF, Lincoln Life and Valic. The Committee supported the idea. After bids have been received, a committee will be formed that will include a member of the Faculty Welfare Committee. Fred Eckel, UNCCH, was selected to be the representative to that group.

A discussion among members revealed that some faculty were getting regular updates about the performance of the various options in the Optional Retirement Plan but that some were not. Ms. McCollum asked that faculty be reminded on our campuses that comparative performance information is regularly placed on the General Administration website at http://www.NorthCarolina.edu/hr/benefits/benefits.cfm. Ms. McCollum will also supply a copy of a matrix she developed a couple of years ago, that shows all of the available benefits. It will be placed on the Faculty Welfare Committee webpage.

The Issues and Concerns section on the Faculty Assembly Webpage had several issues relative to faculty welfare.

a) One is the adequacy of the state health plan. The Committee asked Kitty McCollum to provide information comparing our health plan with those in other states.

b) A second issue asked what the different campuses proposed as their phased retirement plan. Kitty McCollum will be asked to provide information that might be used to produce a matrix showing how key decisions are addressed on each campus.

c) A third issue was whether more might be done for retired faculty while recognizing that their continued involvement also benefit the University. Keith Howell will work on this issue and lead discussion at the next meeting.

Finally, following up on an agenda item from the last meeting, the Committee received a copy of the new Faculty Workload Policy adopted at ECU. Lou Everett (ECU) will contact the other campuses to see if similar university-wide workload policies exist.

Old Business

There was no old business.

The meeting was adjourned at 8:50 p.m.









Respectfully submitted,





Maceo C. Smith