These minutes reflect discussion and debate at a meeting of a committee of the University of Minnesota Senate or Twin Cities Campus Assembly; none of the comments, conclusions, or actions reported in these minutes represents the views of, nor are they binding on, the Senate or Assembly, the Administration, or the Board of Regents.

 

Notes

 

Faculty Consultative Committee

Fall Retreat

Tuesday-Wednesday August 26-27, 2003

St. Anthony Main Event Centre

 

Present:

 

Judith Martin (chair), Gary Balas, Jean Bauer, Susan Brorson, Charles Campbell, Tom Clayton, Gary Davis, Arthur Erdman, John Fossum, Emily Hoover, Mary Jo Kane, Marvin Marshak, Fred Morrison, Jeff Ratliff-Crain, Martin Sampson, Carol Wells

 

Absent:

 

Dan Feeney, Marc Jenkins

 

Guests:

 

President Robert Bruininks; Executive Vice President and Provost Christine Maziar

           

Other:

 

Kathryn Stuckert (Office of the Vice President and Chief of Staff); Dan Gilchrist (Office of the President)

 

[In these minutes: (1) reports from committee chairs; (2) the intellectual future of the University (and its financial environment); (3) other items of business and discussion]

 

 

1.         Reports from Committee Chairs

 

            Professor Martin convened the retreat at 12:45 on Tuesday and asked the chairs of the committees that serve on the Faculty Consultative Committee to provide an overview of the major issues their committees will take up this year.  She turned first to Professor Campbell for Finance and Planning (SCFP).

 

            Professor Campbell said that SCFP will deal with income (IRS taxes, IMG, the Enterprise tax, and endowments) as well as expenditures (the annual budget for 2004-05, the compact process, student financial aid, IMG, Facilities Management, debt service, capital project management, cost accounting, subsidies, the Academic Health Center-Mayo relationship, clinics for the practice plans, and a football stadium).  Other items suggested by Committee members were the Coke contract and revenues and possible destabilization of salary and health care issues depending on the outcome of union negotiations.

 

            With respect to the last, Professor Morrison urged, and other Committee members agreed, that the Committee should urge parity in treatment on salaries and benefits.  Professor Marshak also urged that the Committee take an active position vis-à-vis any on-campus Gopher football stadium.

 

            Professor Martin turned next to Professor Hoover for the Senate Committee on Educational Policy (SCEP).  Professor Hoover said SCEP will deal with calendar changes (a possible summer semester), starting spring semester earlier, evaluation of instruction and electronic evaluations, and graduation requirements/possible barriers to graduation/the 13-credit rule.  She also said, in response to a query, that SCEP would try to evaluate the impact of budget cuts on education (e.g., number of courses cut).  Professor Marshak also urged that SCEP look at improving quality because the University must make money on undergraduate education (e.g., it might consider lower non-resident tuition and increasing the number of non-resident students in order to increase tuition income).  Along with this should be a consideration of retention, technology-enhanced learning, and the effects of IMG and the IRS taxes.

 

            Professor Martin turned next to Professor Fossum for a report on the Senate Committee on Faculty Affairs (SCFA).  SCFA will look at staff support and services for faculty work, faculty salaries in the Academic Health Center (base/variable pay), dispute resolution procedures, faculty-General Counsel relationships, privacy, course evaluations (with SCEP; their uses, the degree to which they are public, and matters of civility), it will track benefits issues (in an era when they will not increase), procedures for reviewing administrators, and the acceptability of anonymous ballots in departmental voting and administrator reviews.  What happens if the Equal Employment Opportunity/Affirmative Action investigates and decides "you are bad," Professor Wells asked?  Get an attorney, Professor Fossum advised.  To whom is that office responsible, she asked? 

 

Professor Martin suggested that SCFA might wish to have a talk with Ms. Sweitzer, the head of the EEO/AA office, about monitoring the ombuds function; Professor Fossum said it may also look more closely at the grievance procedures, which are very adversarial.

 

Professor Martin finally turned to Professor Balas for the Senate Research Committee (SRC).  Professor Balas reported that SRC will look at research secrecy (and will establish a standing subcommittee to deal with requests for exemption from the Regents' policy barring secrecy in research), funds from the legislature for research and how they will be allocated, the agreement with Mayo Clinic, the St. Paul incubator/the Translational Research Facility, searches for the Vice President for Research and for the Dean of the Graduate School, conflict of commitment, PI eligibility, and the results of the survey of those who have worked with the Institutional Review Board.  SRC will also look at the policy on stem cell research, the impact of IMG on cross-college collaboration, and the long-term impact of budget cuts on research.

 

Conflict of commitment generated considerable discussion at this meeting; the Committee agreed the subject needed careful attention.  SRC will identify people to work with Interim Vice President Hamilton. 

 

Professor Wells said that space commitments may not follow in the case of research associates who obtain grants.  She asked that SRC consider whether there ought to be a policy on the matter.

 

            Professor Erdman urged that SRC look into differentiating between guidelines for NIH research and guidelines for donations from small groups.  The same requirements should not control a multi-million dollar research grant and a donation of $5000. 

 

            Professor Martin said that the Faculty Consultative Committee would be focusing on the budget, on conflict of commitment, analysis of IMG and the way the University does its finances, a football stadium, and if need be disinvestment in Israel.  Professor Marshak said, apropos the budget, the University needs to figure out a way to stop the state from continuing to cut.  Any cuts need to be tied to the budgeting scheme (discussed at greater length later in the meeting). 

 

 

2.         Intellectual Future (The Future of the Public Research University)

 

            Professor Martin opened the second afternoon discussion with an invitation to consider the intellectual future of the University.  The discussion turned quickly to the environment in which public research universities, and the University of Minnesota in particular, now exist.

           

A summary of observations follows:

 

1.         The President should articulate a vision of what the University will be in five years or 10 years in the face of likely continued budget cuts. It may be that the University is becoming like Virginia and Penn State: state-assisted rather than state-supported. It is losing its populism.  But a quasi-private university is what the people of Minnesota have chosen.

 

2.         Our intellectual future is inextricably linked to financing.  But if we do not address intellectual quality, the institution will go straight downhill. It was noted that Michigan told the legislature it would no longer depend on it--that it wanted state funds but would not rely on them.  Even after saying that, it has never received less than Michigan State University, which jumped through all kinds of hoops for state funds. Michigan substantially increased the quality of its undergraduate education. Targeting resources and paying attention to the quality of what one is doing pays dividends.

 

3.         With respect to securing funding for the University, there appear to be two basic models in play: (1) The University should continue to seek state funding and there is every reason to believe we can (and should) stay at current levels of funding. There are perhaps three reasons why the University took an unprecedented budget cut from the state: we are not making the right arguments, we are making the right arguments but not making them well (e.g., our message is not getting through), or we need to make different arguments; (2) The University may not want to over-emphasize a strategy that would continue to rely on attempting to capture significant state funds. No one is suggesting abandoning the strategy of trying to secure state funds; we should attempt to remain at current funding levels, but we must also recognize that a "new day has dawned" in higher education. If the latter scenario is the case, the University should consider additional strategies with respect to non-state funds. In sum, if state support is unlikely to increase, and may very well decrease, the University should begin a discussion about if (and how) large public research universities can make the transition to semi-private status.

 

4.         The University is in a new era and needs to ask, among other things, what the appropriate balance between undergraduate and graduate education is. Also, the curriculum has evolved, fitting faculty interests more than efficient use of space.  The University needs to look at specialization versus generalization as it considers curricular priorities.

 

5.         The Committee must work with the administration on educating the University community about the effect of the cuts. There must be other ways to protect quality and also do what is important to the state, and not just say that there has been a paradigm change.

 

6.         As a utilitarian institution in a society with great material needs, the University cannot talk about the value of ideas without being pushed into talking about their application. But it is the freedom and ability to use the mind to develop new ideas that is the most important single thing the University teaches or enables.

 

7.         The University should clearly identify what activities the state funds support.  The University needs a credible baseline to compare this year with last, and there must be a consensus on what is important.  If the University cannot identify for the legislature what happened as a result of the cuts, the legislature will not worry about them. Across-the-board cuts are not the appropriate approach to budget cuts.

 

8.         What does land-grant mean?  Michigan and Virginia are not land-grant; land-grant carries a different definition and identity.  What is a land-grant research university in the new budget era?

 

9.         Universities are one of the few places in the world that foster basic research. The focus of many funding agencies is now on targeted research, on a product that can sell.  If the University loses basic research, it will be lost for a generation.  How will it be possible to keep part of the University that allows faculty to pursue ideas for their own sake?

 

10.        The people of Minnesota like what the University does--and apparently believe they can get it for substantially less money than in the past.  The University will NOT be Oxford, but how can it keep as much basic research as possible? The state will continue to provide funding because it believes what the University does is important. The University needs to structure what it is doing so it does what is valued by the state as well as maintaining its intellectual activity.

 

11.        What about accountability: to whom and for how long is the University     accountable? Do Minnesotans understand that research requires long-term commitments to people and the institution?

 

12.        Of the most recent U. S. News and World Report ranking of research universities, the top 20 were private, 21st was Berkeley, and 22nd was the University of Minnesota. Are we much better than most Minnesotans believe or want?

 

13.        The President has asked what makes the University unique in the state?  The answer is that it is the undergraduate experience and graduate education.  The University has to keep an eye on local private institutions; they could become major players in graduate and professional education.

 

14.        Undergraduate education at the University is significantly improved. Students report being very satisfied with their undergraduate education here.  There is a danger that the University could return to the 1980s, however--a reduction in course offerings, larger classes, shabby classrooms, and so on.    

 

15.        The University can avoid decline only by further increasing faculty effort. It cannot tolerate another salary freeze.

 

16.        Given the fundamental shift in the environment for higher education, is it time to reexamine -look at the structure of disciplines?

 

17.        Is there any idea of what the optimal size of a department is? Some thought 15 or greater -- if it is smaller, things such as promotion and tenure become personal.  The maximum should be about 50.

 

18.        It is difficult for this group to articulate what the University should be; no wonder it is difficult to describe to others. It is difficult to enunciate models because they vary across colleges.

 

19.        Unless the governor and legislature are willing to increase appropriations, in two years the University will face a cumulatively much worse the same situation than it did this biennium.

 

3.         Other Discussion (including with the Executive Vice President and with the President)

 

--          It was agreed that for the time being, the question of emeritus status for P&A staff would be put on the back burner, but that SCFA should look at the role of P&A in the life of the University and how they are engaged in the University.

 

--          With Executive Vice President and Provost Maziar, it was agreed that she would bring to the Committee a list of cuts made in non-collegiate units. 

 

--          The Committee related for Dr. Maziar's benefit the gist of the discussion it had had about the budget situation.  Professor Marshak repeated his suggestion that there should be a message from the Committee and the central administration about the situation.  The University does not have a decade to respond, he maintained.  Dr. Maziar agreed that the Committee could help carry the message to departments about the way they deliver their core activities, an activity that must include the deans, she said.  Professor Erdman said the University has to look at IMG at the same time.

 

--          With respect to the curriculum, there needs to be a change in philosophy with respect to IMG, Professor Balas said, so that departments are not penalized if students take courses in other departments--AND that departments are penalized if they duplicate offerings in other departments.  The model should be collaborative, not competitive, Professor Brorson agreed, and that comes down to dollars:  there has to be a reward for collaboration.  Professor Marshak said that the academic advising staff will know the bottlenecks and problems in the curriculum.

 

--          As part of the new funding paradigm, Professor Sampson said, universities need to be more aggressive and assertive about their value to society and to be less inward-focused.  The legislature may not recognize all that the University does for society; are there opportunities to re-articulate the land-grant mission and why universities matter to the community, in terms of both economic growth and open inquiry?

 

--          The Committee may wish to continue to develop the vision it began to articulate earlier in the meeting but it must be in partnership with the administration.  Perhaps the Committee should consider a first draft.  Professor Sampson suggested the Committee lay out a tentative vision, explore different funding models, and said the vision cannot be drafted in a vacuum--why should there be research universities?  What is it important to keep one's eyes on, what must be protected?  Professor Erdman urged the Committee take a more aggressive role in establishing the future of the University.  He also expressed support for examining practices inside the University in order to create efficiencies; the faculty should take this effort on and lead it, he said, rather than letting others do it for them.  The accountability and productivity initiative reports are worthwhile but they may not get at the issue Professor Erdman is raising.

 

--          The Committee reviewed with the President and Regent Metzen the President's workplan for 2003-04.  Major themes in the workplan are increasing interdisciplinary work, keeping the University strong, improving the quality of life for students, and the University's public mission.

 

--          The Committee needs to think about what its position will be if the Governor decides to appoint a Commission on Higher Education.

 

--          There has been no systematic collection of data on the free contributions the University makes to the community.  It was suggested that SCFA take up the issue of the free work the faculty and staff are doing for the state.  For the long term, this reporting should be institutionalized; for the short term, it will be important for the audit of faculty salaries.

 

--          The Committee discussed possible changes to the Faculty Retirement Plan so it would not appear to be out of line with other retirement plans.  The President asked for advice from the faculty and said the administration would be unwilling to propose changes without faculty assent.  Professor Fossum pointed out that the University and the state are avoiding considerable liability with the Faculty Retirement Plan because it is defined contribution rather than defined benefit.

 

--          SCEP should collate the things known to increase the quality of the student experience so the University can leverage those things.

 

--          The University needs to reframe the principles concerning a football stadium.

 

            Professor Martin adjourned the retreat on Wednesday at 12:30 and thanked President Bruininks and Regent Metzen for joining the Committee.

 

                                                                        -- Gary Engstrand

 

University of Minnesota