Welcome to Entitlement

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Your Bingo Host, Tricia RunzelFaculty AffairsCSU San Marcos

Tracking Temporary Faculty Entitlements & Evaluations

ARC 2018 – Tracking Temporary Faculty Entitlements and Evaluations

The goal today is to assist you in having a better understanding of entitlements and help you to

keep track of them.

The Unit 3 Collective Bargaining Agreement (CBA) is your best resource for determining entitlements. Always defer to the CBA for clarification of any information provided in this presentation.

https://www2.calstate.edu/csu-system/faculty-staff/labor-and-employee-relations/Pages/unit3-cfa.aspx

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Why Are Entitlements Important?

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One-year Appointment If a part-time faculty member teaches two consecutive

semesters or 3 consecutive quarters of the prior academic year

(Semester example: Fall and Spring or Spring and State Side Summer)

(Quarter example: Fall, Winter & Spring or Winter Spring & State Side summer)

Receives a satisfactory review

and Is offered units the next fall term

Then they are entitled to a one-year appointment consisting of a “similar assignment”.4

Similar Assignment

Part-time temporary faculty members areentitled to a one-year appointment,consisting of a “similar assignment.”

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A “similar assignment” is an entitlement equal to the time base held the prior academic year.

Three-year Appointment

Temporary faculty members who: teach one or more semesters / two or more quarters

over a consecutive six year period

on a single campus in a single department

and receive a satisfactory review

Must be granted a three-year appointment.

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Three-year Appointment Time Base?

The first three-year appointment entitlement is determined by the WTU’s assigned during the academic year of the 6th year of consecutive employment.

A subsequent three-year appointment entitlement is determined by the WTU’s assigned during the last year of the prior three-year appointment.

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-Round One

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1) Entitlements ensure tenure track faculty contracts are equitable? FALSE - This applies to temporary faculty only

2) Entitlements are used to determine work offered to temporary faculty? TRUE

3) Entitlements are earned by teaching any two terms on a semester campus within an AY? FALSE - Must be

consecutive semesters Fall/Spr or Spr/Summer State side4) All summer courses count when determining entitlements?

FALSE - Must be state side5) A Lecturer teaching Spring and Summer State Side is eligible

for a one-year appointment if assigned in Fall of the following AY? TRUE

-Round One

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6) A “similar assignment” is to be offered to all part-time temporary faculty? FALSE - This does not apply to one-semester/quarter appointments

7) The definition of “similar assignment” is offering the same courses taught in the previous AY? FALSE - Is equal to the time base held the previous AY

8) Temporary faculty members must be granted a three-year appointment if they: d. all of the above

9) Entitlements for a new three-year appointment are based on the prior AY assignment? TRUE

Semester Campus Rule

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Quarter Campus Rule

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Conditional vs. Unconditional Appointments Part-time temporary appointments may be on condition

of enrollment and budget considerations. If a class is cancelled prior to the third class meeting, the

temporary employee shall be paid for the portion of the academic term worked prior to cancellation.

If a class is class is cancelled after the third class meeting, the temporary employee shall either be paid for the remaining portion of the class assignment or provided an alternate work assignment.

Full-time appointments are unconditionalfor the duration of the appointment.

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How Are Entitlements Used?

Entitlements are used to correctlyfollow the order for assigning workset forth under Article 12.29 of the faculty Collective Bargaining Agreement.

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-Round Two

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10) What entitlement does a Lecturer in a semester system earn who taught 6 WTU’s in Fall, 9 WTU’s in Spring and 3 WTU’s in State Side Summer? b. 15 WTU’s (Fall & Spr only)

11) What entitlement does a Lecturer in a semester system earn who taught 15 WTU’s in Fall and 4 WTU’s in State Side Summer? a. no WTU’s (did not work two consecutive semesters)

12) What entitlement does a Lecturer in the quarter system earn who taught 6 WTU’s in Fall, 3 WTU’s in Winter and 3 WTU’s in State Side Summer? d. none of the above (must

work three consecutive quarters)13) What entitlement does a Lecturer in the quarter system earn

who taught 3 WTU’s in Winter, 6 WTU’s in Spring and 3 WTU’s in State Side Summer? c. 12 WTU’s

-Round Two

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14) What is the maximum entitlement a Lecturer in the quarter system can earn? b. 45 WTU’s

15) A Three-year Full-time appointment is? b. unconditional

16) The WTU’s assigned each semester determines if a position is Full-Time Unconditional? FALSE - It is based on the entitlement for that appointment not work assigned17) If a class is cancelled prior to the third class meeting the

faculty member is compensated for the portion of the academic term worked prior to cancellation? TRUE

18) Which Article of the CBA speaks to temporary faculty assignment order? c. Article 12.29

Assignment Order at Beginning of the Academic Year (Article 12.29(a))

(1) Three-year full-time appointees

(2) Continuing Multi-year (not Three-year) full-time appointees

(3) Three-year part-time appointees up to their time base entitlement

(4) Article 38.48 recall list up to their time base entitlement

(5) Continuing Multi-year (not Three-year) part-time appointees up to their time base entitlement

(6) Visiting Faculty

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Assignment Order at Beginning of the Academic Year (Article 12.29(a))

(7) All part-time or full-time temporary faculty with no multi-yearappointments who were employed in the last academic year– may be appointed in any order– must satisfy all entitlements up to their time base entitlement

(8) Any remaining temporary work to temporary employees as “new or additional” work in the following order:(i) Three-year part-time appointees up to a 1.0 time base*(ii) One-year part-time appointees up to a 1.0 time base(iii) Any other qualified candidate

* A one-year appointee may be assigned the work if the department has objectively determined a need to assign work to a demonstrably better qualified lecturer with a one-year appointment.

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Assignment Order During the Academic Year (Article 12.29(b))

(1) Three-year full-time appointees

(2) Continuing Multi-year (not Three-year) full-time appointees

(3) Three-year part-time appointees up to their time base entitlement

(4) Article 38.48 recall list up to their time base entitlement

(5) Continuing One-year full-time appointees

(6) Continuing One-year and Multi-year (not Three-year) part-time appointees up to their time base entitlement

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Assignment Order During the Academic Year (Article 12.29(b))(7) Visiting Faculty(8) All part-time or full-time temporary faculty with no one-year or

multi-year appointments who were employed in the last academic year– may be appointed in any order– must satisfy all entitlements up to their time base entitlement

(9) Any remaining temporary work to temporary employees as “new or additional” work in the following order:(i) Three-year part-time appointees up to a 1.0 time base*(ii) One-year part-time appointees up to a 1.0 time base(iii) Any other qualified candidate

* A one-year appointee may be assigned the work if the department has objectively determined a need to assign work to a demonstrably better qualified lecturer with a one-year appointment.

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Correct Documentation and Tracking is Key!

Examples of items to track:

Work offered

Work accepted

Work declined

Layoff’s

Retirement or resignation

Leaves of absence with or without pay, or other protected leave

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Excel Sample Tracking Tool(Semester System)

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Items #1 – 5 are formulas and should not be modified except under the following circumstances;

#2 – Contract ClockFor first year of service or when you re-start the service clock – type in “First year”.

#3 – EntitlementDelete this formula on the first year of service or when you restart the service clock.

Items #4 & 5 are tables/data used in the formulas and therefore can remain hidden at all times.

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A one-year appointment is earned by teaching two consecutive semesters in the previous Academic Year (AY).

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Once they have taught for six consecutive years they are eligible for athree year appointment in the next AY.

A Comment is made in sixth year to alert the DepartmentChair of this determining year.

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The entitlement is for the entire three years of the appointment no matter how many WTU’s are assigned in the 1st or 2nd year.

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WTU’s taught in the 3rd year of a three year appointment determine the entitlement for the next three year appointment. Once again, a comment is made in the 3rd year to alert the Department Chair of the determining year.

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Ieta had a one year appointment with an entitlement of 6 WTU’s in 2017/18.

She either declined work or was not offered work in Spring ‘18 therefore she will receive a one semester appointment in 2018/19.

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Niko did not receive an assignment in 2016/17, but returned in Fall the following AY. Because he did not teach in the previous AY he is considered a new hire and his contract clock re-sets. You will need to manually override the clock with "First Year".

He received a one semester appointment with no entitlements in 2017/18.

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Grace has taught one semester for six consecutive years and is eligible for a three year appointment in 2018/19.

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Omar is a little trickier. In 2009/10 he is eligible for a one year appointment but does not receive an assignment in Fall ‘09, therefore when he returns in Spring ‘10 he receives a one semester appointment with zero entitlement. AY 09/10 does count toward the six year clock.

Now in 2017/18 he is eligible for a three year appointment and again does not receive an appointment in Fall ‘17. When he returns again in Spring ‘18 he will receive a three year appointment with the entitlementof 15 WTU’s. Please work with your assigned Faculty Affairs Office for direction on how to prepare the appointment documents for this scenario.

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And now you have Entitlement BINGO! This workbook is updated after contracts are completed each semester and sent to the Department Chairs to assist them with determining Temporary Faculty course assignments for the next semester. The pertinent data is highlighted and bolded to assist with ensuring the correct data is considered when offering assignments.

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Anyone who was not assigned during an Academic Year is moved to the In-Active Worksheet for future reference if ever needed. If a faculty returns to teach at a later time this data can be brought back into the active worksheet for historical purposes.

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The CBA requires that a list of all “New three year Appointments” be posted within the departmentno later than June 30th each year. This includes anyone who will be in their 1st year of a three year in the next AY. If there is no one that falls into this category then “NONE” is indicated on the posting. This allows PT Faculty to inquire if they are not on the list and feel they should be.

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-Round Three

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19) The correct hiring order for the beginning of an Academic Year is Full-time 3-year, Full-time multi-year, Part-time 3-year, Recall List, Part-time multi-year, Visiting Faculty, Part-time & Full-time with no multi-year, Part-time 3-year up to 1.0, Part-time 1-year up to 1.0, any other qualified candidate? TRUE

20) It’s important to keep record of work offered, work accepted/ declined, Leaves of Absence, Retirement & resignations. TRUE

21) A faculty member who is eligible for a one-year appointment but is not assigned in Fall the following AY receives a one-semester appointment in Spring if they return? TRUE

22) A faculty member who is eligible for a three-year appointment but is not assigned in Fall the following AY receives a one-semester appointment in Spring if they return? FALSE – They receive a three-year appointment

-Round Three

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23) A faculty member with a one-year appointment who only taught in Fall receives a one-year appointment with entitlement in Fall the following AY? FALSE – They receive a one-semester appointment with no entitlement

24) A faculty member with an entitlement of 9 WTU’s in a three-year appointment and is assigned 12 WTU’s in their second year

has an entitlement of 9 WTU’s for the third AY? TRUE25) The contract clock re-sets if a faculty member in a one-year or

one-semester appointment does not teach in an AY? TRUE26) The contract clock re-sets if a faculty member in a three-year

appointment does not teach in year two of three? FALSE –They maintain their entitlement for the entire three years

1) What are they & how are they determined? 2) What’s an easy way to track them?3) Why does it have to be so confusing?4) Who is responsible for tracking entitlements?5) How should they be tracked and for how long?6) What is the easiest way to explain it to staff and

administrators?7) Do Lectures have seniority over tenure track faculty?8) If both employees have .40 entitlement who trumps

who?9) Can a lecturer entitlement ever be broken?10) What communications are required?11) Why does a full time (30 wtu’s) group #7 employees

have zero entitlement?

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Tricia Runzel (760) 750-8816 prunzel@csusm.edu

Karen Sabbah (818) 677-7902 karen.sabbah@csun.edu

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Questions& Contacts