TENTATIVE AGREEMENT BETWEEN USF AND USFFA, Signed August 24, 2011. Approved by Policy Board for recommendation to entire membership on August 24. THE GENERAL MEMBERSHIP MEETING TO VOTE ON THIS TENATATIVE CONTRACT WILL TAKE PLACE NEXT WEDNSDAY, AUGUST 31 AT 4 PM IN MCLAREN 251. No Proxy Voting is allowed by the USFFA By-Laws. You will be able, however, to voice your opinion and post comments on the USFFA website by early next week. 1. Duration: 3 years for re-openers, 5 year entire contract Comment: This is our standard practice - all economic items (salary & benefits) will re-open in June, 2014, plus each side has the right to open up to three articles in the CBA. 2. Wages · 2011-12: 3% + steps · 2012-13: 3% + steps · 2013-14: 3% + steps 3. Task Force to study the A / B model during the academic year 2011-12 with the option to implement Fall 2012 or 2013 by mutual agreement. Comment: The administration never took the A-B Model off the table, but agreed to negotiate salary separately as long as a task force would be established to further study possible implementation at a later date. One could also call this the ABC model, since it could include a super-step above top step full Professor. It is important to note that any implementation of the new model would require mutual agreement by the parties in the task force, and approval by the entire membership. The mandate of the task force will be to study possible changes and improvements to the model. For example, the administration has already signaled that it would be willing to let schools and departments write the criteria for advancement from A-B. The University has also declared that any implementation during the term of the agreement would be accompanied by an additional salary increase over and above the locked-in 9% over three years. Let us stress that the USFFA will participate in all these discussions and approval of the entire membership would be needed before any action was taken. 4. Summer and Intersession pay 10% over current PHP rate. (The part-time Preferred Hiring Pool rate is around $1700 per unit). 5. Article 30.3 (Health Care) · · Cap 19% years 2 and 3 Comment: On health care, we were able to hold back some of the costly or questionable proposals that came out of the task force. For example, individual “Health Savings Accounts” are off the table, for now. A task force will be set up to make recommendations on further health care reforms. The administration proposed increases for both Kaiser and Blue Cross, using what they are calling "salary bands," which means grouping all employees, across the university, into units bracketed by a salary range, and then raising or determining copays and premiums based on those salary bands. Under the original proposal, some of our members would have paid substantially more in premiums, as much as 40% higher. We countered their proposal with a demand to put a cap of 15% on all health care increases (as we negotiated in years past). Once management agreed to cap future rate increases, they wanted a limit of 24% annually. Given the current maximum of 15%, in the end we finally compromised at 19%. The University also agreed to raise the salary bands by 3% per year reflecting the salary increase, so that none of our members will incur higher costs because of a step increase or promotion. The health care proposal will also include several minor items from the Sustainable Benefits Task Force, such as incentives to get lab work done at preferred providers and lower co-pays ($10) for generic drugs, $20 for formulary and $25 for non-formulary medications, and step therapy for prescriptions. We engaged in detailed analysis of management's various proposals to alter the current healthcare options and rates. As it is clear that health care costs continue to rise, we wanted to be certain that USFFA members would not be assuming more than a reasonable share of the increased costs. After much deliberation, it was determined that most of the proposals initially floated or actually proposed by management were inequitable or unworkable, and we jointly agreed to only minor changes in the plan designs. The worst changes, such as multiple means of raising health premiums on members, were deleted at our insistence. The new arrangement will have varying medical premiums depending on salary, principally: Salary Band BLUE CROSS PLAN: 1-party 2-party Family $55000-82500 $42 $160 $253 $82501-110000 $50 $195 $304 $110001-137500 $59 $213 $350 KAISER PLAN: 1-party 2-party Family $55000-82500 $36 $133 $174 $82501-110000 $41 $154 $218 $110001-137500 $46 $170 $250 *Higher and lower salaries have correspondingly higher and lower premiums *bands will be adjusted 3% corresponding to the salary increases *Years 2 & 3 of the agreement will see rates adjusted per vendor increases, with a cap of 19% in the worst case scenario. 6. Spousal / LDA Surcharge · Effective January 2012 $75 Surcharge · · Effective January 2013 $75 Surcharge, $75 Waiver Effective January 2014 $75 Surcharge if the University reaches a breakeven point of 85 university employees participating in the waiver program. Failure to reach 85 will result in the waiver reverting to $40. Comment: This provision affects only our members whose spouses or partners have health insurance, but decide to use the policies offered by USF. Currently, if a spouse or partner decides to waive the use of our insurance, they receive a waiver in the amount of $40 per month. Under this new provision, the waiver would be raised to $75, but there would be a surcharge if the spouse or partner decided to use USF’s insurance. Currently 75 employees across the University take the waiver, and that number would have to rise to 85 by January of 2014, otherwise USF will revert to be current system. 7. Dental: Status Quo Comment: The administration originally proposed a two-tiered dental plan. The so-called high plan would have increased the annual maximum coverage to $2000 (from current $1500), and improved coverage for orthodontia. But for the first time we would be paying monthly premiums for this coverage, which in the future would likely go up, and therefore reduce the advantages of this plan over time. The low plan would have imposed a restricted network of dentists, which would have meant that many of our members would have to switch from their current provider. For all these reasons, we rejected the Two-tier plan and were able to convince the university to leave our dental plan at status quo without any employee premium or co-pay. 8. Retirement: auto-enroll 3%, January 1, 2012. Status quo current contributions. Comment: The University's original proposal would have reduced the USF contribution from the current 10% of salary to 8%, but then matched dollar for dollar up to 3% of employee contributions, making a maximum University contribution of 11%. The University rejected our proposal to implement matching contributions on 4% and maintain the current 12% USF contribution for income over $106,800, the FICA maximum. We were considering simply looking at 11% with matching, but USF's dropping to 8% was worrisome for those members who might not appreciate the benefits of putting income aside, be in a tight financial situation or be saving towards retirement in another manner. However, before we could resolve this matter, the University offered to return to the status quo of 10%/12% and study this matter over the next three years using a Task Force. Given that there may be additional legislation either mandating or encouraging a matching scheme in the next 3 years, we may be better off proceeding with the status quo for now and considering midterm changes that are to our advantage. The auto-enroll clause means that all members will be automatically enrolled at 3% in their 403(b) accounts as of January, 2012 unless they opt-out. USFFA encourages all members to save as much as possible toward retirement. 9. Tuition Remission: Task force to convene to review impacted and online programs. All other components of the University’s proposal to be implemented January 1, 2012. Comment: Currently our members receive full tuition remission, less fees for all University courses, except full time Law School which has been deemed “impacted” (CBA 30.9). The University had proposed a list of restrictions on tuition remission. We objected in particular to the provision that the Provost could unilaterally declare programs as “impacted.” We were successful in modifying that provision so that now a Task Force will review and approve requests to have programs declared impacted, and decided by mutual agreement. We did agree to following changes: - A Waiting period of 1 year after hiring for spouses and LDAs to begin courses. - Sign off by dean or supervisor on requests to take courses. - Librarians restricted to taking courses outside of normal working hours -One degree maximum for spouse or LDA. - No degree restrictions on programs for dependent children. - A 5 year limit to complete undergraduate degree. 10. Librarians The administration opened Article 24, Librarians’ Hours and Working Conditions. They proposed minor reductions in vacation and sick leave for new hires, as well as increasing the requirements for promotion to full Librarian. We modified their proposals and were able to increase the length of Professional development Leave in exchange for the increase in promotion requirements. The administration also included librarians in a general employee policy of paying salary for not more than 10 days of jury duty. This restriction does not apply, however, to full-time faculty members. The librarians will be receiving a separate memo with details on all changes made to benefits. 11. Article 26 Faculty Bereavement Leave Article 26.7 was amended as follows: The University shall grant three working days off in the event of the death of an immediate family member. However, faculty traveling outside of the nine Bay Area counties to attend a funeral may be granted an additional two working days off with pay. The immediate family shall include the following: spouse, registered domestic partner, child, sibling, parents, parents-inlaw, step-father, step-mother, legal guardians, grandparents, stepchildren, foster children living in the home, daughter-in-law, son-in-law, grandchildren, or any other relative living in the family Council. Additional unpaid leave of absence may be requested if necessary and approved by the Dean. It is the intention of this provision that persons who take such leave shall actually attend the funeral of the member of the immediate family and/or attend to pre-or post-burial matters. 12. 30.14 LDA Benefits – Current LDAs grandfathered. Move to Registered Domestic Partners January 1, 2012. Comment: This was a hard concession to swallow. The University insisted strongly that the all future hires, who would currently claim LDA (Legally Domiciled Adult) status, register instead as domestic partners. Although this applies to future members, as current LDAs are grandfathered into the agreement, LDA benefits are broader, and include taking care of an elder or a dependent child in the household, and under management’s proposal those benefits will disappear for new hires. It is ironic that the university championed its embrace of the LDA concept and is now backtracking entirely. This was one of the last issues to be resolved in final negotiations, and it turned out to be a deal breaker for the university. We therefore took the unwelcome step of accepting their proposal, in order to save the rest of the contract. We fully realize that some of our members will be very unhappy about this provision. We hope that in the long run they will understand that painful concessions are part of any negotiation. It is important to stress that all current LDAs are not affected by this change. 13. Term Positions · Increase cap to 85. Currently the contract allows for 60 term positions. The university insists that as USF grows it needs to hire more fulltime term faculty and rely less on part-time faculty. This is a difficult issue, because on the one hand we would prefer all new positions to be tenured or tenure-track, but on the other hand we would rather have term positions than have more of our courses taught by part-timers. For us, the more important issue than the raw number of terms is for the university to remain committed to the promise of using term positions in an appropriate manner, that is “not used for the purpose of replacing tenure-track appointments.” (Article 17.2.3 E). We intend on scrutinizing the use of these new positions very carefully. In the end we did agree though to allow the university to hire an additional twenty-five term positions, with the understanding that the current contract language as to the appropriate use of term positions will remain, and in fact be strengthened. 14. Article 17.2.5 (Notice Dates for Term Faculty): A term faculty member who is not renewed after six years of continuous, full-time service may be terminated by the University by a written notice given to him or her on or before June1st of that year. The termination shall be effective as of June 30th of the subsequent year. The University may elect on or before June 1st of the year in which notice is given to make the termination effective as of June 30th of the year in which the notice is given by paying severance (equal to ½ year’s salary) on the date of termination. 15. Article 22.1.4 (Term Release Time): Term contract faculty may apply for course release(s) for teaching and or professional development. Such release shall be granted at the discretion of the Dean. 16. Term positions up to 7 year contracts. (17.2.3. E) 17. Term Faculty seniority /office space and parking. Comment: Items 14-17 refer to improved conditions for term faculty, timely notices of hire and non-renewal, course release for professional development, longer contracts, up to 7 years, and seniority for purposes of office space allocation and parking. 19. Program Review (Article 21) The following language will replace Side Letter B in the 2008 contract and will be added to article 21: 21.9 Each School or College shall undertake periodic, comprehensive reviews of each of its programs and departments. A. The particulars of the review process shall be set forth in a document entitled, “Guidelines for Academic Program Review,” produced by the Provost’s office in consultation with the respective School or College Councils. B. In addition to the criteria for selecting members of the threeperson external review teams set forth in the Guidelines for Academic Program Review, the external reviewers shall be selected by the Dean of the school or college according to the following principles: i. At least one member, but no more then two members, shall be selected by the Dean from a list of candidates nominated by the faculty of the program or department, provided these nominees satisfy the qualifications set forth in the “Guidelines for Academic Program Review.” ii. iii. iv. At least one member, but no more than two members, shall be selected by the Dean from a list of candidates generated independently of the faculty of the program or department. The Dean shall inform the Department or Program, in writing, of the composition of the external review team to be invited to campus. Should the department or program wish to discuss the proposed review team membership with the dean, the department chair or program director may request such a meeting, in writing, within 10 working days of having received the Dean’s notification. The purpose of the meeting shall include, but not be limited to offering an explanation of the basis on which the program or department reviewers were selected. The provisions of this article shall not be subject to the grievance and arbitration provisions of this agreement, except for the specific issue of whether the Dean fulfilled the requirements pursuant to subparagraph 21.9 B.iii, above. 20. 21. 22. Joint Committee Parking Joint Committee Health Care Joint Committee Retirement Comment: We agreed to three joint study committees to deal with parking/transportation issues, health care, and retirement improvements. The association believes that if these committees operate in good faith improvements can be made such as increasing the number of parking spaces, implementing a BART shuttle, limiting future medical increases and improving members' retirement prospects as well as broadening investment choices. 21. Article 36.2 (Mortgage Assistance): the total number of revolving mortgage fund lines will not exceed 20, of which at most three are available to term faculty. Comment: The number of mortgage lines has been effectively doubled and the three lines for term are a significant new benefit for our term faculty. 23. Article 29.16 (Clipper Card) $65 with a $5 Employee Match. Comment: Use of the Clipper Card will free faculty up from hiking to Lone Mountain, since the refill of value will be accomplished electronically. Hikers who previously perceived a benefit from climbing up to Lone Mountain may continue to do so just for fun. The University will pay the $3 administrative fee for the new card. The card is available to all members who do not have a parking permit and can be used for most forms of public transportation in the bay area. 24. Emeriti – University drops the $10 monthly fee. 25. Adoption Benefit – Increased from $2,000 to $4,000 26. Course Banking: - Add to 22.1.4: The dean of each school or college shall have the right at his or her sole discretion to allow course banking. Comment: Even though the deans retain the power to grant such requests, we succeeded in adding this language to the contract, in order to make explicit that our members have the right to request course banking. If granted, the units from courses taught in summer and/or intersession would be subtracted from the normal teaching load. 27. Faculty Lounge – University will consult with the USFFA on improvements to the facility lounge.