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CBA Implementation:
One-time Reclassification
Promotion and Tenure
of Adjunct Faculty
for Untenured Faculty
Presented by Doug Blandy
Senior Vice Provost For Academic Affairs

Barbara Altmann
7 November, 2013
DISCLAIMER
• Materials presented are for general informational purposes
only and do not constitute official University rules, policies or
practices, or interpretations or summaries of such rules,
policies or practices. No warranties or representations are
made as to the accuracy of any information presented. Any
discrepancy between the information presented here and the
official rules and policies of the University of Oregon and the
Oregon University System is not intended to and does not
alter or amend the official rules and policies.
DOCUMENTS
One-Time Reclassification of Adjunct Faculty, AY 2013-14*
Short-term:
Position was
held for all or
part of AY
2011-12, and
AY 2012-13,
and contract
issued for all
or part of AY
2013-14

No intention for
ongoing position

Intention is to
have an ongoing
position

Position is ongoing
without
substantial change
in work or FTE
Long-term:
Position was
held for 3
years or more
prior to AY
2013-14 and
contract
issued for AY
2013-14

Adjunct
Position

No intention for
ongoing position

Career
Position

Adjunct
Position

Incumbent
has
performed to
the standards
of the unit as
published or
practiced

Incumbent
has not
performed to
the standards
of the unit as
published or
practiced

Direct
appointment
(retroactive)
to lowest
rank in the
classification
Appointed
(retroactive) as
Career NTTF in
lowest rank for
remainder of
contract year and
reviewed prior to
contract renewal

Continued as adjunct IF for
legitimate pedagogical or
programmatic reasons
Position eliminated
at end of AY 2013-14

Position is
ongoing with
substantial
change in work
or FTE

New
Career
Position

Can be filled with internal or
external search at discretion
of head, appropriate dean,
and provost

If 6 years or more of
service prior to AY 201314 with average of at
least 0.4 FTE, eligible for
promotion to next rank
during AY 2013-14
If faculty member
meets established
review standards,
appointment to
career position
If contract will not
be renewed,
required notice is
given (by May 1st)

If the work formerly
assigned to the
eliminated position is
made part of a new
position, it cannot be
classified as adjunct
except for legitimate
pedagogical or
programmatic reasons

NOTE: Adjunct appointments that do not qualify as short-term or long-term appointments as specified above are not subject to this one-time review for reclassification
*This diagram is meant as a helpful guide and does not constitute an official University interpretation of the MOU. Last updated Nov. 5, 2013
ONE-TIME RECLASSIFICATION OF ADJUNCT FACULTY
KEY WORDS
• One-time
Includes only NTTF working part or all of this year (AY13-14)

• Reclassification
• Adjunct faculty
ADJUNCT V. CAREER: WHAT’S THE DIFFERENCE?
• adjunct: “A non-tenure-track paid temporary
appointment that is intermittent or of limited
duration.” Can be extended beyond three years only
for “legitimate pedagogical or programmatic
reasons.”
• Distinct from “career” appointments in any NTTF
category (i.e. instructor, lecturer, professor of
practice, librarian, research assistant, research
associate, research professor)
PRINCIPLES
• First consider position, then incumbent
• If position stays “adjunct,” it ends after 3 years or
must be justified for pedagogic or programmatic
reasons
• Reclassification to “career” is retroactive to
beginning of contract
• If position is on-going but changes substantially, it is
replaced with a new “career” position
• Decision regarding reclassification can be grieved
(CBA Article 22)
One-Time Reclassification of Adjunct Faculty, AY 2013-14*
Short-term:
Position was
held for all or
part of AY
2011-12, and
AY 2012-13,
and contract
issued for all
or part of AY
2013-14

No intention for
ongoing position

Intention is to
have an ongoing
position

Position is ongoing
without
substantial change
in work or FTE
Long-term:
Position was
held for 3
years or more
prior to AY
2013-14 and
contract
issued for AY
2013-14

Adjunct
Position

No intention for
ongoing position

Career
Position

Adjunct
Position

Incumbent
has
performed to
the standards
of the unit as
published or
practiced

Incumbent
has not
performed to
the standards
of the unit as
published or
practiced

Direct
appointment
(retroactive)
to lowest
rank in the
classification
Appointed
(retroactive) as
Career NTTF in
lowest rank for
remainder of
contract year and
reviewed prior to
contract renewal

Continued as adjunct IF for
legitimate pedagogical or
programmatic reasons
Position eliminated
at end of AY 2013-14

Position is
ongoing with
substantial
change in work
or FTE

New
Career
Position

Can be filled with internal or
external search at discretion
of head, appropriate dean,
and provost

If 6 years or more of
service prior to AY 201314 with average of at
least 0.4 FTE, eligible for
promotion to next rank
during AY 2013-14
If faculty member
meets established
review standards,
appointment to
career position
If contract will not
be renewed,
required notice is
given (by May 1st)

If the work formerly
assigned to the
eliminated position is
made part of a new
position, it cannot be
classified as adjunct
except for legitimate
pedagogical or
programmatic reasons

NOTE: Adjunct appointments that do not qualify as short-term or long-term appointments as specified above are not subject to this one-time review for reclassification
*This diagram is meant as a helpful guide and does not constitute an official University interpretation of the MOU. Last updated Nov. 5, 2013
HOW TO PROCEED?
• Work from UPS spread sheet listing all adjuncts
• Consult with advisory/executive committee
• Use “decision tree” to determine for each eligible
position whether to reclassify
• For positions becoming “career,” decide whether to
appoint/review person in the job
• Review individuals as necessary
• For positions remaining “adjunct,” explain pedagogic
or programmatic reasons
• Consult with dean/associate dean/Academic Affairs
SUGGESTED TIMELINE
• November: UPS sends spread sheets with data listing
all adjuncts; AcAff provides sample letters for each
possible outcome
• November–December: reclassification decisions,
consultation with appropriate elected
advisory/executive committee, deans, others
• December–January: communication with
incumbents
• January–March: review of incumbents as necessary
AND AFTER THIS ONE-TIME PROCESS?
• Run searches as necessary
• On-going option for NTTFs to petition for
reclassification
• Promotion of those in newly-reclassified career
positions (counting prior service; must have 6 years
or more at an average of .4 FTE )
• Units continue to have the option to restructure
NTTF positions
RESOURCES
Collective Bargaining Agreement – available on
Academic Affairs web site:
http://academicaffairs.uoregon.edu/
UO Faculty CBA Implementation web site:
http://uo-cba.uoregon.edu/
Barbara Altmann, Vice Provost, Academic Affairs
baltmann@uoregon.edu (6-2172)
Jane Gordon, Senior Project Leader
jgordon@uoregon.edu(6-7891)
Promotion and Tenure
for Untenured Faculty
Presented by Doug Blandy
Senior Vice Provost For Academic Affairs

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CBA Implementation: One-time reclassification of adjunct faculty

  • 1. CBA Implementation: One-time Reclassification Promotion and Tenure of Adjunct Faculty for Untenured Faculty Presented by Doug Blandy Senior Vice Provost For Academic Affairs Barbara Altmann 7 November, 2013
  • 2. DISCLAIMER • Materials presented are for general informational purposes only and do not constitute official University rules, policies or practices, or interpretations or summaries of such rules, policies or practices. No warranties or representations are made as to the accuracy of any information presented. Any discrepancy between the information presented here and the official rules and policies of the University of Oregon and the Oregon University System is not intended to and does not alter or amend the official rules and policies.
  • 4. One-Time Reclassification of Adjunct Faculty, AY 2013-14* Short-term: Position was held for all or part of AY 2011-12, and AY 2012-13, and contract issued for all or part of AY 2013-14 No intention for ongoing position Intention is to have an ongoing position Position is ongoing without substantial change in work or FTE Long-term: Position was held for 3 years or more prior to AY 2013-14 and contract issued for AY 2013-14 Adjunct Position No intention for ongoing position Career Position Adjunct Position Incumbent has performed to the standards of the unit as published or practiced Incumbent has not performed to the standards of the unit as published or practiced Direct appointment (retroactive) to lowest rank in the classification Appointed (retroactive) as Career NTTF in lowest rank for remainder of contract year and reviewed prior to contract renewal Continued as adjunct IF for legitimate pedagogical or programmatic reasons Position eliminated at end of AY 2013-14 Position is ongoing with substantial change in work or FTE New Career Position Can be filled with internal or external search at discretion of head, appropriate dean, and provost If 6 years or more of service prior to AY 201314 with average of at least 0.4 FTE, eligible for promotion to next rank during AY 2013-14 If faculty member meets established review standards, appointment to career position If contract will not be renewed, required notice is given (by May 1st) If the work formerly assigned to the eliminated position is made part of a new position, it cannot be classified as adjunct except for legitimate pedagogical or programmatic reasons NOTE: Adjunct appointments that do not qualify as short-term or long-term appointments as specified above are not subject to this one-time review for reclassification *This diagram is meant as a helpful guide and does not constitute an official University interpretation of the MOU. Last updated Nov. 5, 2013
  • 5. ONE-TIME RECLASSIFICATION OF ADJUNCT FACULTY KEY WORDS • One-time Includes only NTTF working part or all of this year (AY13-14) • Reclassification • Adjunct faculty
  • 6. ADJUNCT V. CAREER: WHAT’S THE DIFFERENCE? • adjunct: “A non-tenure-track paid temporary appointment that is intermittent or of limited duration.” Can be extended beyond three years only for “legitimate pedagogical or programmatic reasons.” • Distinct from “career” appointments in any NTTF category (i.e. instructor, lecturer, professor of practice, librarian, research assistant, research associate, research professor)
  • 7. PRINCIPLES • First consider position, then incumbent • If position stays “adjunct,” it ends after 3 years or must be justified for pedagogic or programmatic reasons • Reclassification to “career” is retroactive to beginning of contract • If position is on-going but changes substantially, it is replaced with a new “career” position • Decision regarding reclassification can be grieved (CBA Article 22)
  • 8. One-Time Reclassification of Adjunct Faculty, AY 2013-14* Short-term: Position was held for all or part of AY 2011-12, and AY 2012-13, and contract issued for all or part of AY 2013-14 No intention for ongoing position Intention is to have an ongoing position Position is ongoing without substantial change in work or FTE Long-term: Position was held for 3 years or more prior to AY 2013-14 and contract issued for AY 2013-14 Adjunct Position No intention for ongoing position Career Position Adjunct Position Incumbent has performed to the standards of the unit as published or practiced Incumbent has not performed to the standards of the unit as published or practiced Direct appointment (retroactive) to lowest rank in the classification Appointed (retroactive) as Career NTTF in lowest rank for remainder of contract year and reviewed prior to contract renewal Continued as adjunct IF for legitimate pedagogical or programmatic reasons Position eliminated at end of AY 2013-14 Position is ongoing with substantial change in work or FTE New Career Position Can be filled with internal or external search at discretion of head, appropriate dean, and provost If 6 years or more of service prior to AY 201314 with average of at least 0.4 FTE, eligible for promotion to next rank during AY 2013-14 If faculty member meets established review standards, appointment to career position If contract will not be renewed, required notice is given (by May 1st) If the work formerly assigned to the eliminated position is made part of a new position, it cannot be classified as adjunct except for legitimate pedagogical or programmatic reasons NOTE: Adjunct appointments that do not qualify as short-term or long-term appointments as specified above are not subject to this one-time review for reclassification *This diagram is meant as a helpful guide and does not constitute an official University interpretation of the MOU. Last updated Nov. 5, 2013
  • 9. HOW TO PROCEED? • Work from UPS spread sheet listing all adjuncts • Consult with advisory/executive committee • Use “decision tree” to determine for each eligible position whether to reclassify • For positions becoming “career,” decide whether to appoint/review person in the job • Review individuals as necessary • For positions remaining “adjunct,” explain pedagogic or programmatic reasons • Consult with dean/associate dean/Academic Affairs
  • 10. SUGGESTED TIMELINE • November: UPS sends spread sheets with data listing all adjuncts; AcAff provides sample letters for each possible outcome • November–December: reclassification decisions, consultation with appropriate elected advisory/executive committee, deans, others • December–January: communication with incumbents • January–March: review of incumbents as necessary
  • 11. AND AFTER THIS ONE-TIME PROCESS? • Run searches as necessary • On-going option for NTTFs to petition for reclassification • Promotion of those in newly-reclassified career positions (counting prior service; must have 6 years or more at an average of .4 FTE ) • Units continue to have the option to restructure NTTF positions
  • 12. RESOURCES Collective Bargaining Agreement – available on Academic Affairs web site: http://academicaffairs.uoregon.edu/ UO Faculty CBA Implementation web site: http://uo-cba.uoregon.edu/ Barbara Altmann, Vice Provost, Academic Affairs baltmann@uoregon.edu (6-2172) Jane Gordon, Senior Project Leader jgordon@uoregon.edu(6-7891)
  • 13. Promotion and Tenure for Untenured Faculty Presented by Doug Blandy Senior Vice Provost For Academic Affairs