Update on Post-Tenure Review Bargaining: Nov 8, 2023

Dear FSU Colleagues:

The Board of Trustees (BOT) and UFF faculty (UFF) bargaining teams met Wednesday (11/8) to continue their negotiations on Post-Tenure Review (PTR).  The session started with a new proposal from UFF designed to make the PTR more faculty friendly, including the following:

  1. The Collective Bargaining Agreement’s (CBA) definition of tenure (CBA Article 15.1) as “permanent… guaranteed employment” except for cases of retirement, resignation, or termination for just cause was cited early in the proposed Memorandum of Agreement (MOA)
  2. Department chairs would be reviewed and eligible for a PTR-based raise, or could request PTR postponement
  3. Three ratings would be possible: “Exceeds Expectations,” “Meets Expectations,” “Does Not Meet Expectations,” with each referencing criteria including annual evaluations, department/unit bylaws, and assignments of responsibility. A “Does Not Meet Expectations” rating would trigger a Performance Improvement Plan (PIP).
  4. Past disciplinary offenses and actions would not be considered (no double jeopardy)
  5. Faculty committee input would be required in Chairs’ letters assessing performance
  6. Ratings of Exceeds Expectations or Meets Expectations would result in a 12% raise
  7. PTR ratings could not be inconsistent with the past five years’ annual evaluations
  8. The Provost would provide written justification for his/her ratings
  9. Rating outcomes and processes could be appealed, with resort to arbitration possible for represented faculty if permitted by law.
  10. Field of study and exercise of academic freedom were added to the list of activities protected in the PTR process

After a caucus, the BOT team offered a counter-proposal including the following:

  • Chairs would be exempt from the PTR process and any associated monetary reward
  • Monetary rewards would be left unspecified
  • Four ratings would be possible, including those above, plus “Unsatisfactory,” with the criteria for each undefined
  • Chairs and equivalent would consider annual evaluations and past disciplinary offenses in their letters assessing performance
  • A rating of “Unsatisfactory” would result in a Provost recommendation of termination
  • UFF proposals #5, #8, #9, and #10 above were accepted in part or entirely

In sum, there was some progress, but there is more work needed.  Negotiations are scheduled to resume in early December.

In the meantime, if you are not already a UFF member in good standing (paying dues via eDues), we hope you’ll join or rejoin our faculty union and help protect the very existence of our contract. If we don’t reach 60% membership density, we simply won’t have a contract to defend.  Please join now. It only takes a minute. Here’s the link: https://uff-fsu.org/get-involved/join/  

Jack Fiorito, UFF-FSU Vice President and Bargaining Team Member, on behalf of

Scott Hannahs, Specialized Faculty, and Jennifer Proffitt, Professor, Bargaining Team Co-Chairs

Post-Tenure Review Bargaining Update: October 25, 2023

Dear FSU Colleagues,

The UFF and BOT teams met Wednesday, October 25th, to discuss the latest BOT counter-offer on the memorandum of agreement (MOA) about the Post-Tenure Review (PTR) process. The UFF-FSU team started the meeting by clarifying that both teams agree on the importance of tenure for academic freedom and for the reputation of the university. The UFF-FSU bargaining team then asked questions to clarify some parts of the counter-offer, especially the changes proposed by the UFF-FSU bargaining team which were struck by the BOT team.  Discussion involved the following questions and concerns.

  • Why did the BOT team exclude the in-unit tenured chairs from the PTR process, given that they can request for postponement as long as they are chairs and even thereafter? The main reason they provided was that the Board of Governors’ (BOG) regulation considered chairs and unit directors as administration and excluded them from the process.
  • Why did the BOT team strike “calendar year” in defining the review period? Our team included calendar year in our last counter-offer because annual evaluations are performed on calendar years. The BOT team stated that the academic year is more consistent with BOG regulations. We note that if PTR is done on Spring 2024, neither calendar year nor academic year will consider the last five years of faculty who were granted tenure in the Fall of 2019. The calendar year includes Spring 2019, which is before they started their tenure and the academic year falls short one semester. The BOT team answered that they could not add “calendar” year because of the BOG regulation and said that they would be using some material from the academic year and some from the calendar year without prior specification.
  • We asked the BOT team to define the “average performance of faculty member within the unit and discipline.” We pointed out that this is not a well-defined concept and might lead to arbitrary decisions. Also, being below average can mean many faculty members (say, half) do not meet expectations. The BOT team argued that this is the language of the BOG regulations and they have no authority to change it. They added that the term “average” in the BOG regulation is a holistic concept and does not need to be defined rigorously as the UFF-FSU team requests.
  • The UFF-FSU faculty team raised concern about double jeopardy in the PTR process regarding disciplinary actions. We argue that if a faculty member is disciplined for an action in the past, the faculty member is not supposed to be disciplined again for the same action during the PTR, especially if the PTR leads to termination of the faculty member and weakens tenure. The BOT asserted that any disciplinary action must be a part of evaluation and that it is a widespread practice. However, they didn’t provide any reference to an institution in which this practice happens or any research that would show that such practices are widespread. They also promised that a faculty member who is disciplined but not terminated will never be terminated on the basis of past discipline, but they would not agree to include that language in the MOA. Part of the BOT’s reason for insisting on using past discipline to give faculty members an “Unsatisfactory” rating that could lead to termination was that the BOG regulation said so. We are in disagreement about whether or not the BOG has the authority to dictate these terms and conditions of employment when the BOG is not a party to the contract.
  • The BOT team rejected this language that we proposed: “The dean or Provost shall not grant the faculty member a rating that contradicts the last five years of annual evaluations to the point that a reasonable person would be surprised by the outcome.” Their main argument is that anybody can claim to be reasonable but may judge “surprise” differently. Our belief is that our proposed language provides guardrails so that there are no surprises in the PTR and the outcomes are consistent with the last five evaluations of the faculty member. Using a “reasonable person” standard is common practice in the law, though they claimed that a court wouldn’t know what to do with such a standard.
  • Why did the BOT team strike the requirement for “written justification” for the Provost’s PTR rating? The BOT team did not answer directly, but stated that justification would be in a letter to the faculty member as it is required by BOG regulations. They also argued that because the number of faculty included in PTR is high, this practice is impractical. However, they agree that there should be feedback to some faculty members, but not all.
  • While arbitration is banned by Florida Statute Sec. 1001.741(2) on decisions relating to PTR, we included language stating that if this law is invalidated—it is being challenged, an arbitrator should be allowed to set aside an adverse PTR decision if s/he feels the decision is unfair, despite CBA language giving considerable deference to administrator judgment. We argued that this is not an ordinary evaluation, with loss of tenure a possibility.   

All the best,

Arash Fahim, Bargaining Team Member, on behalf of

Scott Hannahs, Specialized Faculty, Magnet Lab, and Jennifer Proffitt, Professor, Communication

Co-Chief Negotiators, UFF-FSU

Bargaining Update: Oct 11, 2023

The UFF and BOT teams met Wednesday to discuss the BOT’s Post-Tenure Review (PTR) process proposal.  Progress was made on some issues, but significant differences remain on others.  Here is a brief summary of some key issues … progress and problems:

ProgressProblems
The BOT accepted some UFF language designed to link PTR ratings to prior annual evaluations and assignments of responsibilities (AORs).  Both sides agree that PTR ratings should not be surprises, but some differences remain on how well the latest BOT proposal (received late Wednesday) addresses this concernThe latest BOT proposal excludes department chairs and equivalent from PTR.  The UFF faculty team wants chairs, etc. to have a chance to earn the as yet unspecified monetary award associated with a PTR rating of meeting or exceeding expectations..  Chairs may seek postponements due to administrative roles, if desired.
The BOT proposal has shifted from saying a favorable rating may involve a monetary reward to saying it will involve a monetary reward.The BOT proposal leaves the aforementioned award unspecified, to be bargained later.  The UFF faculty team proposed a 12% increase in salary.
The BOT proposal now includes clearer language on how eligible faculty members are selected or volunteer to participate in the PTR, and agrees to disclose the process for random selection.The BOT proposal retains language stating that substantiated past disciplinary offenses, for which faculty members may have already been punished, can be considered in the PTR.  This amounts to double jeopardy for a single offense.
The BOT has accepted language recognizing the CBA’s definition of tenure and the right to appeal PTR outcomes via the CBA’s grievance procedure, including neutral arbitration if a recent law barring such arbitration is invalidated, a law that UFF is challenging in the courts, or via the Faculty Senate Grievance Committee.The BOT has rejected language expressly allowing neutral arbitrators to judge the fairness of PTR evaluations and reverse an unfair evaluation, if the recent law barring arbitration is invalidated.
The BOT has accepted the UFF faculty team’s proposed language barring discrimination for political or ideological views, including honoring the non-discrimination policy spelled out in the CBA’s Section 6.2.The BOT’s latest proposal retains BOG language calling for comparisons of FSU faculty with a mythical “average person” in one’s “discipline or unit.”
The BOT accepted a UFF faculty team’s wording change that requires department chairs/school directors to include input from a faculty committee rather than making it optional.The BOT proposal rejects the UFF faculty team’s proposed “reasonable person” test for performance ratings, as well as a UFF proposal to require written justification for final performance ratings.

Although the BOT team addressed some of our concerns in their latest proposed PTR Memorandum of Agreement (MOA), problems remain, as illustrated above.  We are waiting to confirm a date for our next bargaining session. 

In the meantime, we hope you’ll join our faculty union and help protect the very existence of our contract. If we don’t reach 60% membership density, we simply won’t have a contract to defend. Currently, we’re at about 55%, which puts 60% within our reach.  However, in only a week (on October 20) everyone who has not yet switched to e-dues will no longer be a UFF member and will lose their UFF protections. If you need any help at all making this switch, please email us at [email protected].   And, if you’re not a member — please join now. It only takes a minute. Here’s the link: https://uff-fsu.org/get-involved/join/  If we don’t reach 60% membership density, we simply won’t have a contract to defend. 

All the best,

Jack Fiorito, Professor, Management, and Bargaining Team Member, on behalf of

Scott Hannahs, Specialized Faculty, Magnet Lab, and

Jennifer Proffitt, Professor, Communication

Co-Chief Negotiators, UFF-FSU

Bargaining Update September 27, 2023

The UFF and BOT teams met Wednesday to discuss UFF’s proposed changes to the BOT team’s Post-Tenure Review (PTR) process. Our major concerns with the policy include:

·         The performance rating scale—we added language to link the PTR performance rating scale to the FSU annual evaluation ratings.

·         The possibility that a faculty member can receive positive evaluations for the Post-Tenure Review period but still be rated as “Does Not Meet Expectations” or “Unsatisfactory”—we added language to assure that Post-Tenure Reviews reflect annual evaluations.

·         In light of recent legislation, the very real fear that faculty could be evaluated based on their political views—we added language that would prohibit discrimination based on a faculty member’s political, expressive, or ideological viewpoint, or properly disclosed and approved outside activities.

·         The conflation of discipline with evaluations—we deleted language regarding discipline as a consideration in Post-Tenure Review because it is essentially double jeopardy as a faculty member is adjudicated twice for the same “offense.”

·         The firing of faculty members based on Post-Tenure Reviews—the ability to fire faculty based on the provost’s rating of faculty is essentially the end of tenure, so we added language that would allow faculty who receive “Unsatisfactory” to be placed on a Performance Improvement Plan.

·         Due process—we added language that would strengthen due process, allowing faculty members to challenge their Post-Tenure Review rating through the arbitration process.

·         Salary—we added a 12% salary increase for Post-Tenure Review rather than the amorphous “salary increase, one-time bonus, or both.” Faculty deserve to know how much they will receive for completing this unnecessary, work-intensive process that could potentially lead to termination as the policy is currently written, and they should be guaranteed an adequate reward for their accomplishments.

The BOT team addressed some of our concerns in their Memorandum of Agreement (MOA) document that can be found here. The language that they accepted from our proposal is highlighted in yellow in the document, including the language regarding discrimination and references to the Nondiscrimination Article 6.2 as well as the discipline process in Article 16, Disciplinary Action and Job Abandonment, which are welcome improvements to the process.

However, the BOT team did not accept the other changes listed above, stating that they could not change the BOT regulation that the BOT created and adopted (and as we have argued, should have been bargained because it deals with terms and conditions of employment).

We are waiting to confirm a date for our next bargaining session; we plan to propose a counter to the BOT team’s MOA.

In the meantime, we hope you’ll join your faculty union and help protect the very existence of our contract. If we don’t reach 60% membership density, we simply won’t have a contract to defend.

All the best,

Scott Hannahs, Specialized Faculty, Magnet Lab, and Jennifer Proffitt, Professor, Communication

Co-Chief Negotiators, UFF-FSU

Bargaining Update: September 20, 2023

Dear Colleagues,

Last Wednesday, we began negotiations with the FSU administration on enacting their draft Post-Tenure Review Policy. At that session, they handed us a revised document that made several positive changes from the first-draft version, affording greater due process rights to faculty. 

This coming Wednesday (tomorrow) from 2:00–5:00 at the FSU Training Center (across from the stadium, accessible from southbound Stadium Dr. and from Jackson Bluff), we will return to the table and the UFF will offer more comprehensive suggestions for both clarifying the policy and for protecting faculty rights. We expect to move from discussions of the policy to its impact on the terms and conditions of our employment that are enumerated in our Collective Bargaining Agreement. 

You’re invited to join us (in person or online) as we fight to defend faculty rights. Please contact Arash Fahim at [email protected] for the Zoom link.

And we hope you’ll join your faculty union and help protect the very existence of our contract. If we don’t reach 60% membership density, we simply won’t have a contract to defend.

In solidarity,

Michael Buchler         

Professor of Music Theory

Florida State University College of Music

President, Society for Music Theory

Member, UFF-FSU Bargaining Team