Before Tom Young, Special Magistrate Sumi Helal, Professor of - - PowerPoint PPT Presentation

Impasse Presenta,on Before Tom Young, Special Magistrate

Sumi Helal, Professor of Computer & Informa6on Science & Engineering UFF-UF Chief Nego6ator and Candi Churchill, UFF Service Unit Director John Biro, Professor of Philosophy, bargaining team member and former UFF-UF President Agnes Leslie, Senior Lecturer in the Center for African Studies, bargaining team member Raúl Sánchez, Associate Professor of English, bargaining team member & Susan Hegeman, Professor of English, UFF-UF President For more informa6on, UFF can be reached at: bargaining@uff-uf.org tel 352.519.4130 www.uff-uf.org

Nov 18, 2015

Issues at Impasse

• 1. Effec6ve Date
• 2. Promo6on Increases
• 3. General Salary Increases
• 4. Salary Increases for P.K. Yonge Faculty
• 5. Star6ng Salary

Issue 1: Arbitrary Effec6ve Date

Since 2010 (date of first local CBA) salary increases have been effec6ve at beginning of a faculty member’s annual appointment.

• Ar6cle 24.2 of 2013-16 CBA: All salary increases and adjustments

referenced in this Ar3cle shall become effec3ve retroac3ve to the beginning of the faculty member’s annual appointment, unless

• therwise specified below.
• 12-month employees’ appointments begin July 1; 10-month

employees appointments begin August 10; 9-month employees’ appointments begin August 16.

• Only one excep6on has been made since 2010: in 2013, both

par6es agreed to hold raises un6l October 1, to coincide with dispersal of monies for a State-mandated (non-BOT) raise.

BOT has insisted on an excep,on, showed no movement, and refused to nego,ate their posi,on that 2015 raises begin January 1, 2016.

Issue 1: Arbitrary Effec6ve Date

• A January 1, 2016 effec6ve date will devalue the

net 2015-2016 raises by up to 50%.

• Despite repeated requests, no reasons were

provided by the BOT as to the choice of this delayed effec6ve date.

Unit Base Salary: $146,609,894 UF proposal (2.5%)

Total cost of 2015-2016 raises if effec6ve mid-Aug 2015*

$3,665,247

Total cost of 2015-2016 raises if effec6ve Jan 1, 2016*

$1,832,623

Difference (raise money taken away from faculty)

$1,832,624

* Assuming 9-month employees -- the majority of the faculty.

Effec6vely only a 1.25% raise for 2015-2016.

Issue 2: Low Promo6on Increases

• UF promo6on raises are among the lowest in the

State University System.

• Promo6ons are awarded aler rigorous peer

review process. Raises awarded upon promo6on are therefore merit increases.

• Promo6on increase proposals have been rejected

by the BOT without explana6on for at least two rounds of nego6a6ons.

• The BOT also claims that promo6on increases are

not a legi6mate subject of bargaining in the currently open salary ar6cle.

Issue 2: Low Promo6on Increases

UF FSU UNF USF FIU UWF FGCU FAU UCF Full Professor 9% 15% 12.5% 9% + $7000 12% 13% 12% 12% 9% Associate Professor 9% 12.% 12.5% 9% + $5000 10% 9% 9% 9% 9% NTT (non- tenure-track 9% for NTT 9% for PKY 12.5% 1st prom

• 6on

15% 2nd prom

• 6on

12.5% 1st prom

• 6on

12.5% 2nd prom

• 6on

6% 10% 1st prom

• 6on

12% 2nd Prom

• 6on

9% 9% 1st prom

• 6on

12% 2nd prom

• 6on

9% 1st prom

• 6on

12% 2nd prom

• 6on

9%

Issue 3: Non-Compe66ve Salaries

Ques6onable Salary Rates and Procedures

Salary Issues

No infla6on & cost of living adjustments Viola6ons of merit raise procedures One of the lowest salaries among na6onal peers

Issue 3: Salary

No Cost of Living Adjustments

• The need for cost-of-living adjustments has

been ignored by the UF-BOT for over 5 years.

– Except for a 2013 increase--provided by the state, not by UF--nothing has been done to help faculty cope with a 5-year cumula,ve infla,on of 9% in the State of Florida (worse, when you factor in the 3% state-mandated employee re6rement contribu6on). – This while raises for administrators have far exceeded the infla6on rate.

Faculty Cost-of-Living Raises Compared to Infla6on Rate

1 2 3 4 5 6 7 8 9 10 2011 2012 2013 2014 % infla6on % across the board

Infla,on Percent Change: Figures taken from Table A, South Region CPI-U, all items 12-month changes for October 2011 (3.7%), 2012 (2.1%), 2013 (1.3%), and 2014 (1.6%) (US Bureau of Labor Sta6s6cs, South Region). Increases compounded to show cumula6ve effects. Faculty Salary Percent Change: Figures from salary agreements 2011-2014. No cost of living increases given, except for 2013, when the state allocated $1000/$1400 across-the-board increases (average: 1.75%). Increases compounded to show cumula6ve effects.

Infla6on Rate as Compared with Raises: Upper Administrators

2 4 6 8 10 12 14 16 2011 2012 2013 2014 % infla6on % raise upper admin

Upper Administra,on Salary Percent Change: 20 upper administrators from all colleges and schools across the university, ranked Associate Dean to Provost, were selected based on their having remained in their posi6on at UF during the period 2010-2014. The selec6on is comprised of 11 Associate Deans, 4 Deans, 1 Dean and ASO VP, 2 ASO Provost, 1 Sr. VP, and 1 Provost and Sr. VP. Units represented are: Arts (2), Business (3), CLAS (2), COE (1), DCP (2), Engineering (2), Grad School (1), Health Affairs (1), HHP (1), Medicine (2), Provost (3). Their salaries were iden6fied using public records available through the UF Office of Ins6tu6onal Planning and Research. If they received salary under mul6ple appointments, those salaries were added together to account for 1.0 FTE salary. The percent change in salary per year was calculated, as well as the percent change from 2010-2014. These figures include the state-allocated $1000/$1400 across the board

• increases. Increases compounded to show cumula6ve effects.

Issue 3: Salary

Unenforced Merit Raise Procedures

• UFF-UF encourages a balanced mix of merit and

Cost-of-Living adjustment raise.

• UFF-UF is opposed to so-called Merit Raises that

lack the required process as per Ar6cle 24.

• UFF-UF requested that the BOT ensure that merit

raise distribu6on procedures are in place as required by the CBA.

• The UFBOT ignored UFF-UF’s requests to work

together in good faith to resolve these maters.

Exhibit

Merit Pay Procedures as Agreed to in the 2013-16 CBA

Merit pay criteria must be established in the unit Bylaws, approved by a secret faculty vote.

9.2 Development and Approval of Bylaws (c) Faculty Proposal. The faculty members in each unit, in conjunc6on with the chair, shall develop and maintain bylaws. Provisions in the bylaws rela6ng to tenure, promo6on, merit salary increases, market equity salary increases, and performance evalua6ons must be approved in a secret-ballot vote by a majority of all affected faculty in the relevant unit who are eligible to vote

• n the mater under considera6on. The proposed bylaws shall be forwarded for approval to the dean. If the

chair and the other faculty are unable to reach agreement on an issue, both the chair’s proposal on that issue and the proposal approved by a majority of the faculty shall be submited to the dean. 24.4 (g)(3) Qualifying Criteria for Merit Increases. Merit increases must be determined using exis,ng

criteria which have been established by the faculty, chair, and dean of each unit, consistent with the terms

and provisions of this Agreement.

The Chair or Director must consult with a faculty commi]ee on merit pay decisions.

24.4 (g)(3) (a) Merit salary increases shall be distributed to faculty members who qualify under the unit’s criteria. In determining who receives a merit increase, the chair or equivalent supervisor shall consult with the unit’s

commi]ee responsible for merit pay considera6ons.

Tenure-track and non-tenure track faculty must be eligible under the merit pay criteria. 18.6 (a)1 & 18.6 (a)2

Unit Compliance with CBA-mandated Merit Pay Procedures

compliant: 33 not compliant: 18 Source: Informa6on supplied by UF as a grievance resolu6on along with research by UFF through individual unit administrators (Fall 2015)

35% 65%

$1,795,230 of “merit” raise funds were distributed to 503 faculty in 18 non-compliant departments in 2014-15.

Exhibit

Comparison of SUS Salaries

University Carnegie Classifica6on Professors ASO Prof ASST Prof Instructors/ Lecturers UF RU/VH $126,072 $84,969 $78,237 $59,202 USF Main Campus RU/VH $108,522 $78,525 $65,826 $47,439 UCF RU/VH $119,223 $81,918 $69,741 $54,432 FSU RU/VH $112,329 $79,281 $81,495 $36,900 FIU RU/H $119,898 $89,955 $80,901 $75,825 FAU RU/H $97,218 $71,100 $68,661 $48,159 UWF DRU $93,078 $67,086 $63,675 $47,331 FAMU DRU $89,685 $74,763 $59,364 $54,144 FGCU Masters L $97,335 $71,379 $62,964 $46,764 UNF Masters L $94,365 $69,192 $60,660 $46,485 USF St. Petersburg Masters M $121,194 $79,605 $59,958 $57,159 USF Sarasota/ Manatee Masters M $116,955 $85,428 $70,335 $51,795

KEY: RU/VH=Research University, Very High Research Output; RU/H=Research University High Output; DRU=Doctoral Research University; Masters L=Large MA University; Masters M=Medium MA University Source: 2013-14 AAUP Faculty Salary Survey Chronicle of higher Educa3on, April 7, 2014.

UF Salaries Compared with Other State Universi6es

• In-state comparisons are misleading.
• UF competes na6onally—even globally—not locally or regionally.
• The Florida Legislature and UF are commited to UF’s achieving “top

ten” status among all public universi6es in the na6on.

We’re taking what we’re great at and making it world-class. We’re extending the reach of our efforts, so we can help even more people in even more places. And by transforming the state’s flagship university into a truly global university, we’re showing the world that the Gator Good is the greater good. htp://ufpreeminence.org/

• UF is the only university in Florida that belongs to the pres6gious,

62-member Associa6on of American Universi6es (AAU).

• Even within the SUS, salaries are higher at other Florida

universi6es at ranks below professor.

Issue 3: Salary

Faculty Salaries Lag Behind Peer Ins6tu6ons*

* “Peers” as designated by the Office of Ins6tu6onal Planning and Research, University of Florida: htp://ir.aa.ufl.edu

University of California, Berkeley University of Illinois, Urbana-Champaign Indiana University, Bloomington University of Michigan, Ann Arbor University of North Carolina, Chapel Hill Ohio State University, Columbus Pennsylvania State University Texas A & M University University of Texas, Aus6n University of Wisconsin, Madison

Full Professors

Ins,tu,on Average salary, 2014 U California, Berkeley 165,400 U Michigan, Ann Arbor 156,900 UNC, Chapel Hill 146,700 U Texas, Aus6n 145,400 U Illinois, Urbana-Champaign 145,000 Pennsylvania State U 140,600 Ohio State U 139,200 Indiana U, Bloomington 132,600 U Florida 128,300 Texas A & M 128,200 U Wisconsin, Madison 123,500

Source: 2013-14 AAUP Faculty Salary Survey Chronicle of Higher Educa3on, April 7, 2014. htp://chronicle.com/ar6cle/2013-14-AAUP-Faculty-Salary/145679/#id=table

Associate Professors

Ins,tu,on Average salary, 2014 U California, Berkeley 110,200 U Michigan, Ann Arbor 103,900 UNC, Chapel Hill 98,100 Pennsylvania State U 96,900 U Illinois, Urbana-Champaign 96,200 U Texas, Aus6n 94,400 Ohio State U 94,100 U Wisconsin, Madison 93,300 Indiana U, Bloomington 90,700 Texas A & M 88,100 U Florida 85,100

Source: 2013-14 AAUP Faculty Salary Survey Chronicle of Higher Educa3on, April 7, 2014. htp://chronicle.com/ar6cle/2013-14-AAUP-Faculty-Salary/145679/#id=table

Assistant Professors

Ins,tu,on Average salary, 2014 U California, Berkeley 99,200 U Illinois, Urbana-Champaign 90,200 U Michigan, Ann Arbor 89,600 U Texas, Aus6n 88,500 Pennsylvania State U 85,000 Ohio State U 84,800 Indiana U, Bloomington 83,000 U Wisconsin, Madison 81,600 UNC, Chapel Hill 81,100 Texas A & M 80,400 U Florida 76,200

Source: 2013-14 AAUP Faculty Salary Survey Chronicle of higher Educa3on, April 7, 2014. htp://chronicle.com/ar6cle/2013-14-AAUP-Faculty-Salary/145679/#id=table

UF Cost of Living Compared to Peers

$78,200 in Gainesville is equivalent to at 109,170

• U. California, Berkeley

83,9155

• U. Wisconsin, Madison

80,523

• U. Michigan, Ann Arbor

80,368 Pennsylvania State U. 78,200

• U. Florida

77,271 Texas A and M U. 74,251

• U. Illinois, Urbana-Champagne

72,083

• U. Texas, Aus6n

71,232

• U. North Carolina

69,606 Indiana U., Bloomington 68,135 Ohio State U.

Source: Cost of Living Calculator, htps://www.nerdwallet.com. Accessed 11/11/15

Peers Ranked by Cost of Living with Salary Comparisons

$78,200 = Assistant* Associate* Full*

• U. Ca. Berkeley

109,170 97,600 108,300 162,500

• U. Wisconsin

83,9155 77,300 84,600 113,300

• U. Michigan

80,523 87,900 102,500 154,700 Penn State U. 80,368 70,900 92,000 138,200

• U. Florida

78,200 78,200 85,000 125,900 Texas A and M 77,271 76,200 87,600 129,300 UIUC 74,251 86,700 95,000 140,700

• U. Texas

72,083 88,100 92,900 137,900 UNC 71,232 82,800 95,400 143,700 Indiana U. 69,606 79,000 90,900 132,200 Ohio State U. 68,135 78,200 87,700 129,400

Figures marked in green are salaries that are HIGHER than UF’s at rank, even where cost of living is LOWER than UF’s.

Officially-Announced BOT Posi6on

Our highest priority is securing the funds for raises for our excellent faculty and staff. This is important in part to make up lost ground in rewarding employees for their performance – performance that remained at a high level during the prolonged economic downturn despite years without raises and added workloads due to a]ri,on and hiring freezes. Boos,ng our employee compensa,on will also help ensure that we pay salaries that are more compe,,ve with our peer universi,es na,onally. This is key as we emphasize a]rac,ng accomplished faculty as part of our Preeminence Plan to rise among the na,on's top public universi,es.

President Bernie Machen, March 18, 2014, htp://info.uff.ufl.edu/UFAA/President/GatorsForHigherEd_20140317.htm

Officially-Announced BOT Posi6on

• We also appreciate that compe,,ve salaries

and support are cri,cal in a]rac,ng and retaining the world’s best faculty and graduate students. We are commi]ed to achieving employee compensa,on and graduate student s,pends that match our peers.

President Kent Fuchs, “An Opportunity to Lead,” State of the University Address to the Faculty Senate, Sept. 24, 2015

Actual BOT Posi6on on Salary Issues

• BOT refuses to:

– provide cost-of-living adjustment increases for faculty, despite infla6on – limit merit raises to those units with established merit criteria and procedures as required by Ar6cle 24 – act on the fact that UF faculty salaries are in general trailing peer ins6tu6ons (according to the BOT’s own list) – consider the ill effects of salary compression and inversion on reten6on and faculty morale

Faculty Morale is Low

0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 35.00% Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree Unable to Judge Unable to judge Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree Total responses 1.60% 31.67% 16.90% 15.48% 22.78% 11.57% 562 Ques6on 17 from the 2015 UFF-UF Faculty Climate Survey:

The administra,on gives clear indica,on that it values my success and respects my work:

49% strongly or somewhat disagree

Faculty Morale is Low

Unable to judge Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree Total responses 1.60% 9.61% 9.96% 17.08% 21.88% 39.86% 562 Ques6on 19 from the 2015 UFF-UF Faculty Climate Survey:

I would leave UF if I were offered a comparable job elsewhere and personal factors did not keep me here:

0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% 35.00% 40.00% 45.00%

Strongly Agree Somewhat Agree Neutral Somewhat Disagree Strongly Disagree Unable to Judge 62% strongly or somewhat agree

UF’s Ability to Pay

2013-2014: UF’s Ability to Pay

President Bernie Machen

2013-2014 Annual Financial Report, University of Florida, p. 4 ( htp://www.fa.ufl.edu/wp-content/uploads/AFR/ UF_AFR_2014_indexed_4.pdf) Exhibit

2013-2014: UF’s Ability to Pay

Vice President & Chief Financial Officer

2013-2014 Annual Financial Report, University of Florida, p. 4 ( htp://www.fa.ufl.edu/wp-content/uploads/AFR/UF_AFR_2014_indexed_4.pdf) Exhibit

From MANAGEMENT’S DISCUSSION AND ANALYSIS:

• Page 12

The University’s assets totaled $3.2 billion at June 30, 2014. This balance reflects a $201.5 million, or 6.6%, increase from the 2012-13 fiscal year.

• Page 17

[The State of Florida’s]…favorable economic outlooks are echoed in the State budget for the coming fiscal year which includes more than $100 million in new funding for the University of Florida. This reflects an extraordinary level of support from the Legislature and the Governor for the University of Florida and the goal to become one of the na,on’s top ten public research universi,es. The budget for the 2014-15 fiscal year includes an addi,onal $25.9 million in recurring dollars for mee,ng the performance metrics developed by the Board of Governors. An addi6onal $5 million was added to the preeminence ini6a6ve, bringing the total to $20 million per year.

2003-2014: UF’s Growing Ability to Pay

$0 $1,000,000,000 $2,000,000,000 $3,000,000,000 $4,000,000,000 $5,000,000,000 $6,000,000,000 30-Jun-03 30-Jun-14

Total Repor,ng En,ty: University, Direct Support Organiza6ons, Health Science Center Affiliates, Shands Hospital & Others Source: Florida Auditor General: htp://www.myflorida.com/audgen/pages/subjects/financial.htm

Exhibit

2003-2014: UF’s Growing Ability to Pay

$0 $500,000,000 $1,000,000,000 $1,500,000,000 $2,000,000,000 $2,500,000,000 30-Jun-03 30-Jun-14

Repor,ng En,ty: University Source: Florida Auditor General: htp://www.myflorida.com/audgen/pages/subjects/financial.htm

$109.90 $124.40 $111.40 $161.20 $119.30 $148.60 $0.00 $20.00 $40.00 $60.00 $80.00 $100.00 $120.00 $140.00 $160.00 $180.00 2009 2010 2011 2012 2013 2014

In millions

In millions University of Florida Unrestricted Net Assets Source Florida Auditor General: http://www.myflorida.com/audgen/pages/subjects/financial.htm#bmu

Ability to Pay: Unrestricted Net Assets

2015: UF’s Con6nued Ability to Pay

President Kent Fuchs

Our financials are solid. Legisla6ve leaders this spring provided UF with a new $19 million for mee,ng performance goals, allowing us to invest in our people, including $1 million in raising the minimum wage from $10 to $12 per hour. The state added a new $5 million in preeminence dollars, enabling us to add new faculty to our recent hires across campus. Faculty set a research funding record of $707 million this past year. Alumni and friends for the first 6me gave over $300 million, for a new record of $315 million in gios and commitments.

• - President Kent Fuchs, “An Opportunity to Lead,” State of the University Address to the

Faculty Senate, Sept. 24, 2015

UF’s Ability to Pay Con6nues to Grow

From the UF 2014-15 Financial Report received Monday Nov 16th:

• Referring to the chart 6tled “Statement of Revenues, Expenses and

Changes in Net Posi6on,” one sees an increase in Net Posi,on of $261,988,000 for fiscal year 2014-2015, much larger than the increase for 2013-2014 of $119,831,000 or any other year da6ng back to 2002-2003.

• “The modest economic condi6ons are reflected in the State budget for the

coming fiscal year which increased overall by $37.7 million. The budget for the 2015-2016 fiscal year includes $39.8 in performance funding alloca,on and a reduc6on of $7.1 million in other non-recurring items. An addi6onal $5 million was added to the preeminence ini6a6ve enabling the University to add new faculty.” (page 8) UFF-UF’s proposed raise rate of 5.25% amounts to 20.4% of the $37.7 million

• verall budget increase, while the BOT’s proposed rate of 2.5% amounts to

9.7% of the overall budget increase. BOT is equally able to allocate 20.4% or

9.7% of addi,onal money for raises, if faculty salaries are truly a priority as current and former UF presidents claim.

Exhibit

2015: UF’s Con6nued Ability to Pay

Unrestricted Net Assets

Florida Statutes Sec6on 1011.40(2) requires that: If at any 6me the unencumbered balance in the educa6on and general fund of the university board of trustees approved opera6ng budget goes below 5 percent, the president shall provide writen no6fica6on to the Board of Governors.

• The 5% threshold for UF’s “unencumbered balance” (unrestricted net assets) would be

an ending fund balance of $34.7 million.

• Yet the 2015 unrestricted net assets (reserves or fund balance) is $1,474,510,000 ($1.5

billion) including all repor6ng en66es.

– The 2015 unrestricted net assets for the “University” en6ty is $112 million.

• In total 2015-16 UF opera6ng budget, UF has an ending fund balance of 29.2% of total

revenues. Sources: September 2-3, 2015 Board of Governors Mee6ng 2015 UF Financial Statement Calcula6ons by UFF’s

UFF’s Posi6on is in the Public Interest

UFF’s Posi6on is in the Public Interest

UF’s mission is to offer the best possible training for the children of Florida’s ci6zens and those who will make Florida their

• home. Atrac6ng, developing, and retaining

the best possible faculty serves this mission and the public good.

UFF’s Posi6on is in the Public Interest

Because UF is a public ins6tu6on, it should conduct its nego6a6ons in an open and transparent manner. A large por6on of UF’s assets, which number in the billions of dollars, come from public funds. We have asked the BOT for clear reasons why it will not address UF’s finances as they relate to faculty salaries, but they have refused.

Proposed Setlement

Effec,ve Date

All salary raises and promo6onal increases are effec6ve beginning of faculty members’ annual appointment.

Promo,on Increases

Upon promo6on, faculty at all ranks (incl. NTT and P.K. Yonge) shall receive a salary increase of 15% of their base salary.

Cost of Living Adjustment

2.75% cost-of-living adjustment.

Merit Raise

2.5% raise pool to units that comply with merit procedures in the CBA. Monies distributed to non- complying units on an across-the-board basis.

P.K. Yonge Salary Increases

5.25% of PKY salary base paid across-the-board (incl. annual performance adjustment as per Appendix E).

Star,ng Salary

Contribu6ons to further compression or inversion by new hires shall be matched by contribu6ons to unit- specific compression- equity-fund.

Remove Waivers: 24.5 Administra6ve Discre6onary Salary Adjustments.

24.11 Grievability.

Exhibit