
November 18, 1999
MEMORANDUM
TO: Mark G. Yudof, President
FROM: Members of the Review Panel
REVIEW PROCESS
Since receiving your charge, the Panel has reviewed the Outside Counsel's Report and sought input from several individuals upon your recommendation and our own initiative, including: Jamie Tiedemann, Director of the Program Against Sexual Violence; Sally Kenney, Associate Professor, Hubert H. Humphrey Institute; Chris Voelz, Director of Women's Athletics; Mary Ann Ryan, Director of Housing and Residential Life; Dave Haden, Program Director, Housing and Residential Life; Joy Rikala, former Chief of University Police; Carolyn Chalmers, attorney/consultant on sexual assault issues at Carleton College; Mark Dienhart, Director of Men's Athletics; and Jeff Schemmel, Associate Director of Men's Athletics. Throughout this process, the Review Panel also had the benefit of input from Betty Hackett, Director, Student Judicial Affairs, and Nicholas Barbatsis, Grievance Officer. Ms. Hackett replaced Mr. Barbatsis on the Panel midway through the Panels work. Members also spoke with Jane Canney, Associate Vice President for Student Development and Athletics. The Panel also made numerous attempts to reach a representative of the Minnesota Student Association and arranged one meeting. Ultimately, no representative appeared before the Panel. Finally, the Panel also considered written correspondence from Fred Morrison, Chair of the FCC, on the issues.CURRENT PROCESS
Existing Disciplinary Codes - The Board of Regents Policy on Student Conduct (attached as Appendix A) establishes what is commonly known as the Student Conduct Code ("Conduct Code", or "Code"), and defines the disciplinary offenses which are actionable by the University. The Code recognizes the dual responsibility of students as both members of the University community and citizens of the state. It states that the "University neither substitutes for nor interferes with regular legal processes", and that the "University will decide on the basis of its interest and the interest of the student whether or not to proceed with its internal review simultaneously or defer action." Appendix A, Board of Regents' Policy on Student Conduct, Section III. "Procedures for Disciplinary Proceedings - Twin Cities Campus" were adopted by the Regents in 1970, and are distributed in a pamphlet entitled "A Statement of Standards of Student Conduct Enforceable by University Agencies." (A copy is attached as Appendix B.) The procedures provide that "violations of rules or policies established by a college, department, administrative unit, or student organization will be processed the first instance" by that unit. Appendix C, page 7. As a result it is important to look first at other units with disciplinary authority. Housing and Residential Life publishes "Community Behavioral Standards", which include the residence hall regulations and the disciplinary procedures. (A copy is attached as Appendix C.) (This document and process were under review and revision by Housing prior to the panel review.) If the regulations are allegedly violated, a staff member or resident writes an Incident Statement. Incidents involving possibly criminal behavior are referred to the police as well, and Housing's general practice in recent years was to refer more serious cases to the central Student Judicial Affairs (described below). If a resident is involved, the residence hall staff will provide an opportunity for the resident to respond, and will consider an informal resolution. The Coordinator for Student Behavior for all residence halls may become involved, and there is an opportunity for a formal hearing. A case may be appealed to the Campus Committee on Student Behavior (a University Senate committee described below.) Directly relevant to the incidents prompting this review are the University of Minnesota Student Athlete Conduct Guidelines, and the Men's Athletic Department Student-Athlete Code of Conduct. (A copy of these codes, as contained in the 1998-99 Men's Intercollegiate Athletics Student-Athlete Handbook, are attached as Appendix D.) The Student-Athlete Code of Conduct specifically identifies sexual violence and physical violence as covered by the Student-Athlete Code. It provides for an automatic suspension from team activity if a student-athlete is charged with "violating the law and personal rights of others". Penalties relate to team membership and financial aid, and can be imposed "in advance" of any campus disciplinary actions. Student Judicial Affairs process - The director of Student Judicial Affairs administers the disciplinary process for all cases referred to the central disciplinary process. (Appendix E is a chart summarizing the process, and Appendix B outlines these procedures in more detail.) All alleged violations are initially directed to the Conduct Code Coordinator. The Conduct Code Coordinator, who is not a member of the office of Student Judicial Affairs and who carries these responsibilities in addition to his or her regular duties, reviews the allegation to determine whether the complaint, if proven, appears to be a violation of the Conduct Code. If the Coordinator issues a complaint, the Student Judicial Affairs director informs the student, listens to the response, and attempts an informal resolution based on an educational development approach. The director is authorized to make findings of fact and to impose sanctions, but in practice does so only with the agreement of the student. If an agreement is not reached, the case is referred to the Campus Committee on Student Behavior ("CCSB"). The director may refer a case directly to the CCSB if the complaint is too serious or complex, the complaints against a student are too numerous, or the evidence too conflicting or irreconcilable. (Appendix B, page 11) The CCSB members are appointed by the President and the Senate Committee on Student Affairs. They include students and faculty. The chairperson is a faculty member. The CCSB generally operates only during the regular academic year. If a hearing is needed, the CCSB secretary establishes a hearing date and informs the student who is the subject of the complaint, the presenter for the University (usually a student affairs staff member), any advocate for the accused student, and the chairperson. The entire CCSB is notified of the date, and panel members are solicited. Once the quorum of 5 members has confirmed, the hearing goes forward. Witnesses are presented and can be questioned, and documents may be offered. The findings and sanctions are reported to all parties in writing. When a criminal investigation is also pending, the practice of Student Judicial Affairs in recent years is to defer any action on the complaint until resolution of the criminal proceedings. This practice is based on years of experience with requests from police and prosecutors to avoid any risk of contaminating the criminal proceedings. A criminal conviction often provides a greater penalty, and virtually assures the basis for University disciplinary action. It may create a potentially substantial delay in University action, however, that can affect the victim's ability to move on with life, and may allow the perpetrator to avoid some of the impact of University discipline. Appeals - A separate policy governs the appeals procedure. (A copy is attached as Appendix F.) The CCSB may hear appeals from other disciplinary bodies described above, but appeals from CCSB decisions are heard by the President's Student Behavior Review Panel (a standing presidential advisory committee that functions only as an appellate body.) The appellate body (either the CCSB or the Student Behavior Review Panel) reviews the record, and can amend or reverse the previous decision. Grounds for appeal include procedural unfairness, relevant evidence that was not available at the time of the initial hearing, sanctions inconsistent with the violation, the decision was contrary to the weight of the evidence, or the interests of the people or entities involved were not adequately considered. (Appendix F, page 5). Additional support and counseling services are available to students at University Counseling and Boynton Health Service. Program Against Sexual Violence - Although it is not a disciplinary or grievance office, the Program Against Sexual Violence ("PASV") plays an important role in providing support services for University students and staff who are victims of sexual violence. The program is operated through Student Development and Athletics, and provides a 24-hour crisis phone line. PASV staff and volunteer advocates are trained, and will coordinate transportation, contacting police, emergency medical services, writing orders for protection, accompanying victims to police/medical/Student Judicial Affairs/court appointments, and provide support referrals. Finally, the program provides training to University students on sexual violence, through new student orientations, Housing and Residential Life programs, student organizations including the Panhellenic Council, and athletics. (A copy of PASV's Mission Statement and list of services are attached as Appendix G.)GUIDING PRINCIPLES
After reviewing the Outside Counsel's Report and receiving input from those listed above, the Panel established principles to guide its recommendations. The Panel identified these principles as necessary to create an effective and efficient process to resolve allegations of sexual assault under the jurisdiction of the Student Conduct Code. We will use the phrase "sexual assault" to cover the full range of offenses encompassed by the terms "sexual misconduct" and "domestic abuse" as used in the questions presented to the Panel including, but not limited to, physical violence, and threats of physical violence. The Panel was guided by the following principles:PANEL RECOMMENDATIONS
1. Are the current disciplinary procedures within the Student Conduct Code, the Residence Hall Rules, and the Student-Athlete Handbook adequate to deal with allegations of sexual misconduct or domestic abuse? Our conclusion is that the current Student Conduct Code provides adequate coverage to enforce the prohibition against sexual assault in circumstances that directly affect the University of Minnesota learning community. The Codes effectiveness can be enhanced, however, by altering discretionary practices which have delayed its application and by creating a special investigative process upon receipt of sexual assault allegations. Any other disciplinary rules, such as the Housing and Residential Life rules and Mens Athletic Department Student-Athlete Code of Conduct, or college/program codes of conduct, should provide for referral of sexual assault cases to the special process in Student Judicial Affairs as outlined below. The following recommendations are made to improve the handling of cases of sexual assault under the Student Conduct Code. We believe most of our recommendations should be adopted for certain other acts of serious misconduct, e.g. those related to violence including acts of stalking, physical aggression or threats of physical aggression. 1. The Panel recommends that as a general rule the University's internal investigation and disciplinary processes proceed independently of any civil or criminal actions in the courts. The Panel recognizes that care must be taken not to interfere with a police investigation or criminal prosecution. Cases may proceed concurrently unless an individual case presents circumstances which merits deviation from this general recommendation. 2. The Panel recommends that the following model be utilized in cases of alleged sexual assault.C. Student Judicial Affairs will determine the next appropriate step(s). If Student Judicial Affairs determines that further investigation is not warranted, the matter will proceed to resolution under its direction. If Student Judicial Affairs determines that further investigation is warranted, Student Judicial Affairs will initiate an investigation. At present, the University has not designated anyone to conduct internal investigations of sexual assault. The Panel recommends that the University designate or employ an appropriately qualified person for this important role. Qualifications should include: 1) investigatory skills; 2) thorough knowledge of legal rights for victims and accused individuals; and 3) knowledge of unique issues that arise in the context of sexual assault. This investigator shall be an agent authorized within the student disciplinary system. D. The investigator will interview the victim, the alleged perpetrator and any other witnesses or persons with relevant knowledge. The investigator will prepare a report of factual findings, and make a recommendation on whether discipline is appropriate, and if so, the type or severity. This report will be forwarded to Student Judicial Affairs. E. Student Judicial Affairs will review the report and make a decision on discipline. The victim and the alleged perpetrator will be informed of this decision. If either party is dissatisfied with the outcome, the matter may be referred to a formal hearing before the Campus Committee on Student Behavior in accordance with the Student Conduct Code.
C. Selection of CCSB hearing panel. The Panel recommends that a CCSB hearing panel be composed of a designated number of individuals, not to exceed the current required quorum of five. D. Administrative hearing procedures for the CCSB hearing panel. The Panel recommends that the CCSB consider limiting its review to documentary evidence, (e.g. written questions, witness statements, etc.), and otherwise modify its procedures to minimize the adversarial nature of the process while ensuring a fair hearing. E. Training for CCSB hearing chairs. The Panel recognizes that a hearing on allegations of sexual assault can present many challenges for a hearing panel chair. Thus, the Panel recommends that a hearing chair(s) be selected who is sensitive to these concerns and who can chair all sexual assault cases to ensure consistency, and that the chair be given appropriate training to prepare him/her for the unique challenges of such cases. F. Facilities for CCSB hearings. The Panel recommends that hearings be held in locations which allow for appropriate separation of witnesses, to the extent any witnesses are present, and confidentiality in cases of sexual assault allegations.