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UPI Local 4100 University Professionals of Illinois | Local 4100, IFT, AFT, AFL-CIO | 2010 Annual Report

WE WERE THERE. At the Illinois House hearings on education reform in Aurora Dec. 17, 2010, UPI President Ellie Sullivan confers with activists, Mark Sudeith from CSU, Steve Frankel from NEIU and Jamie Daniel of IFT.

AMERICAN FEDERATION OF LABOR Congress of Industrial Organizations • 11 million members internationally • Teachers & truck drivers • Musicians & miners

• Firefighters & farm workers • And many others

personnel; higher ed fac-

AMERICAN FEDERATION OF TEACHERS ulty & professional staff;

• 1.4 million members; 3,000 local affiliates; 43 state affiliates

• Pre-K - 12th-grade teachers; paraprofessionals / school-related

government employees; nurses / healthcare professionals.


• 103,000 members • Teachers and paraprofessionals; faculty and staff at community

You are here

You are here

colleges and universities; public employees; and retirees.


OF ILLINOIS Local 4100 • 2,700 members. • Faculty, instructors, staff, IT and professional tech personnel and graduate employees.

• Representing 7 of the 12 Illinois public universities. • The collective bargaining leader in Illinois higher education.

Your campus


UPI Local 4100, IFT, AFT, AFL-CIO You are here

And here

and again,

Collective Bargaining • Grievance Protection • Legislative Muscle

And here, too

CONTENTS President Ellie Sullivan on the state of the State of Illinois

Fall 2010

UPI Local 4100 Executive Board

. . . . . . . . . . . . . . . 2-3

Our Chapters

. . . . . . . . . . . . . . . 4-8

Chair of the Trustees Lydia Morrow Ruetten on policies and reviews


IFT Field Service Director Dave Beck on the status of negotiations

. . . . . . . . . . . . . . . . 10

Ellie Sullivan

David Carpenter

UPI President

UPI Exec. Vice President



Hank Davis

UPI Secretary-Treasurer

Normajean Niebur UPI Recording Secretary

Secretary-Treasurer Hank Davis on the budget balancing act

. . . . . . . . . . . . . . . . 11

Executive Vice President David Carpenter on defending our contracts ............


Legislative Chair John Miller on UPI’s aggressive political stance ............

Ann Cole Acting UIS Rep

Sandy Flood NIU President sandyflood

Marsha Katz GSU President marshakatz

John Miller WIU President jmiller

Normajean Niebur UIS President

Stacey Short NIU Rep stacey_short

Mark Sudeith CSU Rep

John Allison EIU President meljon

Jonathan Blitz EIU Rep

UIS-AGE President

Jennifer Carter

Steve Frankel NEIU Rep stevef670

Jeff Hancks WIU Rep jhancks



2010 House of Delegates ............


Telling Our Story: Chronology of the Year ............


University Professionals of Illinois Local 4100 is affiliated with the Illinois Federation of Teachers, the American Federation of Teachers and the AFLCIO. The UPI office is located at 11 E. Adams, Suite 1106, Chicago, IL 60603. Phone: 312-663-5916 Fax: 312-663-3833 Web site: http://il.aft. org/041000/ This publication was edited by Mary Durkin, communications director.

Rich Sample WIU-PT President rr-sample

Terry Schuepfer NEIU President t-schuepfer

Laurie Walter CSU President l_walter624

2010 UPI Annual Report • 1

President Ellie Sullivan

The 2010 tax increase was the right thing 2010 has been a year of ups and downs — and ups again. The tax increase, which this state so desperately needs, was the final action of the outgoing 96th Illinois General Assembly in the early hours of Jan. 12. With it, Illinois can begin to regain our financial footing and to pay our bills. If you haven’t already done so, please thank your legislators who See how legislators voted for the tax increase. And if voted at http://il.aft. your legislators opposed the tax org/041000/ “Tax increase, don’t be antagonistic. We Increase: How Your are redoubling our efforts to conLegislator Voted.” vince them that increasing taxes was the right thing to do. We will need their support on other issues, as well. So let’s look to the future and work together to change their minds. And talk about working together, UPI representatives attended conventions of the American Federation of Teachers (July), AFL-CIO Illinois (October) and the Illinois Federation of Teachers (October). The AFT convention gave us an opportunity to better understand the national landscape for both education and legislation and to exchange ideas and issues with colleagues nationwide. Our participation in AFL-CIO Illinois helps maintain our Labor coalitions, just as many of you are part of coalitions of unions in your hometowns. And the news out of the IFT is a change in leadership as President Ed 2 • 2010 UPI Annual Report

Geppert retired. We elected officers, all of whom have long resumes of education credentials and union activism: • President Dan Montgomery, president of the North Suburban Teachers Union, Local 1274, and an English teacher for 18 years at Niles North High School, Skokie; • Executive Vice President (this is a new position) Karen Lewis, president of the Chicago Teachers Union, Local 1, and a high school chemistry teacher; • Secretary-Treasurer Marcia Boone, president of the Southwestern Illinois Federation of Teachers, Local 6600, and an accounting specialist at Southwestern Illinois College, in Downstate Belleville.

Our Legislative Director John Miller, president of the WIU / UPI Chapter, and myself, were elected as two of the 40 IFT vice presidents. The IFT is collaborating with the Illinois Education Association to take on the issue of educational reform in Illinois. UPI, backed up by the IFT, has urged state leaders to include faculty and staff in any plans for educational reform. Indeed, the IFT and IEA leadership worked during the winter holidays to develop alternatives to what some legislators have proposed. The result is a proposal called “Accountability for All” and provides for planning and measurement at all levels. Take a look at it on the IFT website, Our colleges of education at UPI universities can help with the education reform effort. The problems of education are NOT tenure and seniority. Indeed, in most professions experience is celebrated. Experienced practitioners must mentor the newly hired, using their experience to assist and to advise new teachers. Instead of “reinventing the wheel,” let’s use what already works. UPI members who study and teach education can help with the reform effort. We can help provide solid, concrete improvement in our educational system based on sound research. If teachers need improvement, let’s focus on methods to develop their abilities. As many of you are aware, 50 percent of teachers leave the profession within their first five years. Teaching is tough and demanding, but the rewards are great. As President Obama said in his State of the Union address in January, “If you want to make a difference in the life of our nation; if you want to make a difference in the life of a child – become a teacher. Your country needs you.” New teachers

need the resources, support and mentoring to change the world, not to change careers. In higher education, accountability must include measurements that make access available to students from varying backgrounds and levels of preparation. Any measures of success must include these elements. Our faculty and staff must be part of the planning, they must provide relevant research, and they must mentor our new colleagues. In most places these experiences are already in place. Let’s use the “best practices” available to us to further improve our workplaces. Working together we can provide a solid foundation for planning and measurement based upon real, concrete concepts and research that shows us what works.

newspaper; we’ll be happy to help you on that as well. Take a minute to respond to an alert we may send you asking you to contact your legislators. These things DO make a difference. Your elected union leaders can and do communicate with the members of the Illinois Legislature, but the notes and letters you send and the phone calls you make are much more important. In this way you develop a relationship with your legislators; then when we need their assistance, you can easily make that call. At the January Illinois Senate hearings on education reform, legislators commented on the number of letters and calls they had received on the issue of educational reform. As an

informed voice, you help shape the conversation and the legislation. The past year has been a time for building coalitions, working with our legislators and working to mobilize our membership: • UPI participation in the AFT Union Leadership last summer, with members attending legislative workshops, grievance workshops and a workshop on “mobilizing for power.”

Illinois Senate hearings on education reform. • And don’t forget that UPI was part of the largest rally in Springfield history. About 100 to 200 of you were there on that absolutely gorgeous day in April. I know it was one of your busiest times, and I am so proud you were there.

• UPI participation in the College Affordability Summit.

We will continue to ask YOU to mobilize this coming year. Come help us. Make a phone call, write a legislator, sign an online petition. If you have a little more time, join a UPI committee and help us expand our existing efforts to build programs that we are proud of and that will continue to grow and improve.

• Our continuing attention to the Illinois House of Representatives and the

Always remember YOU are the union. Together we can do great things.

• UPI participation in the IBHE Higher Education Finance Reform Study Commission.

We also need to do a better job of communicating our successes and our beliefs. Currently our critics focus on schoolhouse horror stories. I’m sure you have read them. Let’s not just celebrate the many successes of our universities but let’s disseminate them as well. For example, tell your state and federal legislators what we are doing right; your UPI legislative representatives will help you focus and direct the message. Write a letter to the editor when you see a particularly egregious story in your local

UPI Local 4100 President Ellie Sullivan introduces the candidates — soon to be the new IFT leadership — to UPI delegates to the IFT convention in October. Speaking at a breakfast meeting are

Karen Lewis, who was elected IFT executive vice president; Dan Montgomery, who was elected IFT President; Marcia Boone, who was elected IFT secretary-treasurer; and Sullivan. 2010 UPI Annual Report • 3

Our Chapters . . . 7,235 students enrolled (74.6% undergrads; 25.4% grads) 58% one-year retention rate for full-time, first-time students Top undergrad programs by degrees awarded: 1. LA & S, Gen Studies, Humanities (ranked 1 last year) 2. Business, Management, Marketing & Related Studies (ranked 4 last year) 3. Psychology (ranked 3 last year) 4. Health Professions & Related Studies (ranked 2 last year) 5. Homeland Security, Law Enforcement, Firefighting & Related Services (not ranked among top 5 last year)


Representing faculty, staff, IT Located on the South Side of Chicago, 9501 S. King Drive

One college has been reorganized and a plan would eliminate one major; people understandably are worried about their futures. Negotiations continue and show no signs of a resolution. We plan to continue to refuse the administration’s more egregious proposals. The discontent among members is sufficient

Governors State University President Marsha Katz 708-534-4952

Representing faculty, staff Located in University Park, a south suburb of Chicago THE GSU CHAPTER SIGNED its 2009-2013 Collective Bargaining Agreement in May 2010. GSU replaced trimesters with semesters, which enables Unit A faculty to decline summer teaching. Summer teaching for Unit A, however, will be compensated at a negotiated rate. Another change comes in the Excellence Award. Three awards of $6,000 will replace up to 10 percent 4 • 2010 UPI Annual Report

that we will be able to do so. Members who can are retiring and seem to be enjoying themselves. And, on a sad note, two former members died this year, Phyllis Swanson of Physical Education and Julian Scheinbuks of Biological Sciences and Distance Learning.

BY THE NUMBERS 5,674 students enrolled (49.2% undergrads; 50.8% grads) Retention rate (GSU does not accept freshmen) Top undergrad programs by degrees awarded: 1. LA & S, Gen Studies, Humanities (ranked 1 last year) 2. Business, Management, Marketing & Related Studies (ranked 2 last year) 3. Education (ranked 5 last year) 4. Psychology (not ranked among top 5 last year) 5. Homeland Security, Law Enforcement, Firefighting & Related Services (not in top five last year)

of the bargaining unit receiving $750. While the total dollar amount is similar to the past, distribution is quite different. During the year we had several open meetings with refreshments in the Atrium of the Faculty Office Building. At the first one after the contract was signed, we made a toast to continuing relationships. Several issues remain unresolved.

Taken from the IBHE 2010 Data Book

President Laurie Walter

DOMINATING THE YEAR were layoffs of our members in late March / early April 2010. Initially, nine bargaining unit members were affected; the jobs of five were restored; one resigned; and currently, three are laid off, pending the outcome of their (and our) grievances. To say that this has negatively affected morale is an understatement. 


Taken from the IBHE 2010 Data Book

Chicago State University

Joint task groups continue to negotiate these issues: • Minima, which have not been updated for at least 15 years. • CUE guidelines. • Language dealing with the newly created clinical doctoral programs. • Compensation for program coordinators. Other plans are to continue growing membership and our executive board and to recruit more activists.

Eastern Illinois University


11,966 students enrolled (85.4% undergrads; 14.5% grads) 79% one-year retention rate for full-time, first-time students Top undergrad programs by degrees awarded: 1. Education (ranked 1 last year) 2. Business, Management, Marketing & Related Studies (ranked 2 last year) 3. Parks, Recreation, Leisure, Fitness Studies (ranked 4 last year) 4. LA & S, Gen Studies, Humanities (ranked 5 last year) 5. Communication, Journalism & Related Studies (not ranked among top 5 last year)

President John Allison 217-581-6978

Representing faculty, staff Located In Charleston, 175 miles south of Chicago

Information taken from the IBHE 2010 Data Book

MAJOR ACCOMPLISHMENTS • Reached contract agreement: Chief negotiator Jon Blitz and our team reached a tentative agreement Dec. 13. The two-year contract includes across-the-board increases, guaranteed multi-year contracts for qualifying ACFs, an agreement that furloughs cannot occur without campuswide financial exigency and more. • Continued successful political education and action: Members contacted Gov. Quinn and legislators to protect pensions, promote higher-education funding and preserve union rights. Thank you to our Political Action and Legislative Committee, chaired by Richard Wandling. This group also hosted campus Q&As and timely public forums.

• Upheld political expression as component of academic freedom: With our support, Eastern’s Trustees Jan. 22 approved language on academic freedom, including our right to communicate views to state government, to display political buttons, stickers or patches and to attend partisan rallies. AFT On Campus magazine featured the story in a spring issue.

• Produced successful resolutions: The IFT approved three EIU resolutions: 1) support for a graduated state income tax, 2) pension funding and a single-payer health-care system, and 3) the prevention of supernaturalism from being presented as science. The National Center for Science Education wishes to publish the evolution and science resolution written by Gary and Ann Fritz.

Chicago State UPI members gather on campus for a membership meeting in November.

MAJOR GOALS • Increase membership: About 30 percent of bargaining-unit members are fair-share members. A 5 percent gain in “full” membership over the next year is an ambitious goal at EIU. • Maintain commitment to and enthusiasm for bargaining: Our new contract will expire in August 2012. We must strive to motivate members to continue focusing on and working for long-term gains. • Continued high level of political action: We must continue to inform and motivate colleagues so that they act swiftly to oppose legislation aimed against them and to support legislation favorable to their interests and the people of Illinois.

Governors State UPI members enjoy one of the faculty / staff parties on campus, this one in late October. 2010 UPI Annual Report • 5

Northeastern Illinois University President Terry Schuepfer 773-442-5836

Representing faculty, staff Located on the North Side of Chicago, 5500 N. St. Louis JANUARY 2010 BROUGHT a third calendar year to the ongoing contract negotiations. We began in May 2008 using an Interest-Based Bargaining approach and continued until the end of 2009 when the IBB approach was abandoned and a traditional bargaining structure adopted in January 2010. Jamie Daniel, an IFT field service director, became lead negotiator and the administration hired an external law firm to represent the administration’s interests. Negotiations were scheduled weekly throughout spring and summer, and as fall approached it became clear that little progress was


Representing instructors Located in DeKalb NIU INSTRUCTORS WILL scrutinize our 17-year-old Collective Bargaining Agreement for confusion and misinterpretation. We have listed language improvements and will survey our 200 members for ideas. Our trained negotiators will be ready to start in May. In October, NIU President Peters 6 • 2010 UPI Annual Report

11,631 students enrolled (79.0% undergrads: 21% grads) 85% one-year retention rate for full-time, first-time students Top undergrad programs by degrees awarded: 1. Business, Management, Marketing & Related Studies (ranked 1 last year) 2. Education (ranked 2 last year) 3. LA & S, Gen Studies, Humanities (ranked 3 last year) 4. Social Sciences (ranked 5 last year) 5. Communication, Journalism & Related Studies (not in top five last year) Information taken from the Illinois Board of Higher Education 2010 Data Book

being made. Federal mediation began October 2010 and continues in 2011. Most NEIU chapter activities focused on organizing members to take action at both a local and state levels. Information tables were set up weekly for members and students to collect the most recent releases from the IFT, UPI Local 4100 and the chapter. Social gatherings were held off campus and a Halloween party for UPI members and NEIU students gave everyone a chance to share stories and admire the “Death of Public Education” altar created by Art Club students. UPI mem-

Northern Illinois University President Sandy Flood


bers attended three NEIU Board of Trustees meeting and voiced concern about the length of contract negotiations. These meetings were standing room only; the last meeting was moved to an auditorium to accommodate the hundreds of members in attendance. Our members spoke passionately to the NEIU Trustees about their shared commitment to higher education, the university and most of all, our students. Mediation continues and some progress has been achieved. NEIU / UPI members remain confident that a successful resolution will be achieved in the near future.


24,424 students enrolled (74.8% undergrads; 25.2% grads) 72% one-year retention rate for full-time, first-time students Top undergrad programs by degrees awarded: 1. Business, Management, Marketing & Related Studies (ranked 1 last year) 2. Health Professions & Related Studies (ranked 4 last year) 3. Social Sciences (ranked 2 last year) 4. Education (ranked 3 last year) 5. Communication, Journalism & Related Studies (ranked 5 last year) Information taken from the Illinois Board of Higher Education 2010 Data Book

announced a 2.5 percent across-theboard raise for all employees, effective Jan. 1. Because of the uncertain economy, our raises have been connected to any legislative appropriations for the last two contracts. Other concerns are nonsexual harassment; computers for all instructors; and workload complaints.

We want to revise service report language to replace written evaluations with Digital Measures. Several instructors will pilot the program this year. We continue to build membership by active communications. John Dickerman, grievance officer, and I troubleshoot difficult issues each week to service members better.

University of Illinois Springfield Staff Chapter Representing clerical and building service workers and pro-techs Located 200 miles southeast of Chicago

Association of Graduate Employees Chapter

Representing graduate employees

President Normajean Niebur

President Jennifer Carter

217-206-6301 •

Retiree Chapter President John Murphy 312-663-5916, X-15

Representing retired UPI faculty and staff ANYONE FOLLOWING the news headlines or the cable talking heads is, by now, well aware that we, public employee retirees (present and future) are the favored villains of the political right wing and mass media. We’ve been identified as recipients of “exorbitant” and “undeserved” pensions that are guaranteed for life, while our private sector neighbors have to abandon even a hope of retiring with economic dignity.

Combating these falsehoods and pension class warfare attacks has been a persistent and, admittedly, less than perfectly successful effort on the part of UPI, its retirees, the Illinois Federation of Teachers and our organized labor allies during the past year. The public and political assault on our pension system has been orchestrated by private sector corporate and business interests that are determined to destroy the defined benefit systems, which are still available to public employees. UPI and the Retiree Chapter have worked with our allies in the efforts to provide accurate information about the state of Illinois State Universities Retirement System and the need to provide adequate funding to all state services. By passing an


4,977 students enrolled (79.0% undergrads: 21% grads) 85% one-year retention rate for full-time, first-time students Top undergrad programs by degrees awarded: 1. Business, Management, Marketing & Related Studies (ranked 1 last year) 2. Education (ranked 2 last year) 3. LA & S, Gen Studies, Humanities (ranked 3 last year) 4. Social Sciences (ranked 5 last year) 5. Communication, Journalism & Related Studies (not in top five last year) Taken from the Illinois Board of Higher Education 2010 Data Book

income tax increase and authorization to borrow the $3.7 billion owed to our pension systems, the General Assembly has finally started to seriously address its fiscal mess. The goal for our chapter has been to “re-union” as many of our members on each campus as are interested. We have developed a team of campus liaisons, who have been instrumental in developing social and informational events on campus. At Eastern Illinois, Audrey Edwards organized an informational meeting for retirees and near-retirees alike. Howie Silver at Chicago State and Judy Lewis at Governors State hosted luncheons that attracted recent and past UPI retirees alike. At Northeastern, Ed Hunt set up a luncheon that included a memorial for a recently deceased colleague, Dr. Shirley A. Castelnuovo. I continue to work with our chapter officers, Maurine Magliocco of WIU and Mary Ann Schwartz of NEIU to develop new approaches to making UPI a useful and enjoyable part of the retired stage of our lives.

NEIU retiree members share lunch on campus. Former President Ed Hunt acts as NEIU campus liaison.

2010 UPI Annual Report • 7

Western Illinois University Pro-Techs Chapter Representing pro-techs Located in Macomb, west of Springfield, north of St. Louis

Faculty Chapter Representing faculty and staff

President Rich Sample

President John Miller



WE WOULD LIKE to offer our support to our colleagues at Chicago State, Northeastern and UIS as you continue to negotiate your contracts. We understand the challenges you face and are willing to provide assistance if so requested. On behalf of my members, we stand in solidarity as you work to ensure a quality workplace and institution. We would also like to offer our congratulations to Eastern on successfully negotiating a tentative agreement. On our campus during the past year, we have focused on implementing our contract extension, reaching out to the community and consolidating our bargaining units into one chapter. After months of discussion, we have developed what we think is a workable and fair personal achievement award for our Unit B Academic Support Professionals. This program provides a means for our ASPs to have the quality of their work recognized and valued by the university. Though it took many months to develop, this will provide a strong

benefit to all of our Unit B members in the years to come. In addition to continuing to provide informational sessions on our campuses, we began a community outreach program in our surrounding communities. Through a program called UPI Cares, we regularly send volunteer members into the community to assists groups providing food relief to those in need. Thus far, we have participated in three such outreach attempts since the start of the academic year. More than 60 members have taken leave time to distribute food in cooperation with Catholic Charities mobile food bank. This effort has not only provided a vital service to our community but also has engaged members who have not been engaged in the past. We are planning to extend this program in the next several months. Finally, we recently concluded our efforts to unify the UPI bargaining units at WIU into

WIU / UPI Chapter President John Miller helps unload a truck, assisting in community outreach in the Macomb area. More than 60 UPI members have volunteered to help distribute food for a mobile food bank.

8 • 2010 UPI Annual Report


12,679 students enrolled (83.2% undergrads; 6.8% grads) 74% one-year retention rate for full-time, first-time students Top 5 undergrad programs by degrees awarded: 1. Business, Management, Marketing & Related Studies (ranked 2 last year) 2. Homeland Security, Law Enforcement, Firefighting & Related Services (ranked 1 last year) 3. LA & S, Gen Studies, Humanities (ranked 3 last year) 4. Education (ranked 4 last year) 5. Communication, Journalism & Related Studies (ranked 5 last year) Information taken from the Illinois Board of Higher Education 2010 Data Book

one chapter. The addition of the Pro-Tech bargaining unit brings more than 45 bargaining unit members, all civil service employees, into our chapter. We hope this will provide these members with additional support and strength. We are negotiating a new contract for this bargaining unit. Despite initial slow progress, we have recently made progress, though more hard work is in our future. Additionally, we are actively engaging these bargaining unit members to encourage them to sign their membership cards. This several-months-long campaign has had some initial success.

Trustees / Audit Committee Chair Lydia Morrow Ruetten

Focus on policies, review of bylaws; thanks to officers for taking pay cut

Policy review A review of the policies has been ongoing in 2010. Research continues on the travel and salaries policy. When all policies have been reviewed, trustees will make recommendations and forward them to the Local Executive Board for approval.

Constitution/Bylaws Review Committee A committee is reviewing the Constitution and Bylaws. The UPI attorney has reviewed the documents, stating no changes are needed. There is interest in adding representation from University of Illinois Springfield and Northern Illinois University to the Trustees/Audit Committee, and language for special elections. When the committee has concluded its work, UPI membership will vote to accept the changes. Members of the commit-

tee include: Hank Davis, Sandy Flood, Marsha Katz, John Murphy and Lydia Morrow Ruetten as chair.

Budget Because of Illinois’ budget situation in 2010, trustees considered the UPI budget. We discussed the need for a line of credit for the Local in case the universities are unable to make payments in the near future. The cost to set up a $100,000 line of credit is $300 and $50 per year to maintain it. The purpose of this loan is for liquidity and not to finance operations. The Local 4100 Executive Board approved this March 7, 2010. The Trustees reviewed and accepted the audit report in July. Concerns were raised as to the fiscal sustainability of the Local. The largest expenses are travel and personnel. Both an AFT and an

TRUSTEES / AUDIT COMMITTEE: ROW 1: Sophia Mihic, NEIU; Lydia Morrow Ruetten, GSU and trustees chair; Martha Klems, WIU. ROW 2: Yvonne Morris, CSU; Charles Delman, EIU; Ellie Sullivan, UPI Local 4100 president; Hank Davis, UPI Local 4100 secretarytreasurer.

IFT convention were held in 2010 with an estimated cost of $65,000. A reduction in adjuncts, layoffs and fewer faculty further reduces the income. Trustees supported reductions to officer and staff salaries beginning Sept. 1 and commended the officers and the director of communica-

tions for “taking one for the team.”

Retirement Yvonne Morris retired from CSU in January, after more than 34 years. We commend Yvonne for her service as a trustee and her commitment to UPI. Thanks, Yvonne, we wish you the best!

UPI Local 4100 Staff

Dave Beck IFT Field Service Director

Jamie Daniel IFT Field Service Director

Mary Durkin UPI Communications

Kathy McConnell UPI Programming

Tamara Morris Financial Assistant

Pat Tracy Office Assistant

2010 UPI Annual Report • 9

IFT Field Service Director Dave Beck


Negotiations complete at EIU, WIU; continuing at the chapters at UIS

A two-year tentative agreement was signed Dec. 13, and ratified Feb. 16. The agreement includes across-theboard increases in both years as well as improvements in Academic Support Professionals hiring lanes, multi-year contracts and protections for Annually Contracted Faculty against erosion of the unit by graduate assistants, among other gains. The two sides also agreed to reopen negotiations in the future to discuss furloughs, if the university declares financial exigency.

UIS Support Staff


The UIS Support Staff has been negotiating since the fall of 2010. Issues include pay, handling of job vacancies, overtime procedures and improved benefits.

The Pro-Tech and Faculty/ASP chapters have merged. So our negotiating team includes members of both the Pro-Tech unit and the entire chapter.

UIS Association of Graduate Employees UIS-AGE has also been negotiating since the fall of 2010. Issues for them include pay (which is the lowest of any unionized graduate employees in the state of Illinois), compensatory time, health insurance and other benefits.

Issues include overall pay, establishment of pay minima and improved benefits. The team feels it’s made some progress recently, and we feel good about our upcoming bargaining date. No information was received from IFT Service Director Jamie Daniel, who supports Chicago-area schools.

Wisconsin, Ohio guvs attack collective bargaining Demonstrations in Wisconsin continue as Tea Party Gov. Scott Walker is trying to push through legisla-

tion that threatens collective bargaining rights there. Tens of thousands of public employees jammed the

Capitol in Madison, including Illinois activists like Jamie Daniel, IFT field service director, who took these photos, and Gary Fritz from EIU.

Demonstrations were expected in Columbus Feb. 22 as the Ohio Legislature had scheduled hearings on

a bill that would end collective bargaining there, as well.

“What happens in these states could set a precedent that threatens the very soul of the American Labor Movement,” said UPI President Ellie Sullivan.

IFT President Dan Montgomery has also been closely following the events. “In Illinois, we learned that

collective bargaining is not the problem, it’s the solution,” he said.

10 • 2010 UPI Annual Report

Secretary-Treasurer Hank Davis

Finances stabilizing with more money for political and organizing activities

Our financial position is strengthening as the result of cost reduction efforts during the past 18 months. We have significantly reduced personnel costs and streamlined operations. Because the conventions of both the American Federation of Teachers and the Illinois Federation of Teachers were held in the same year, our travel costs were abnormally large. However, during 2011, we anticipate building our cash reserves. UPI financial assistant Tamara Morris and I are working on processes to streamline and improve financial processes in the Local office. A major initiative in 2010 was to assist and facilitate political involvement activities. Member contributions to UPI COPE (Committee on Political Education) and

a rebate from the IFT have provided funds for political activities. Recent legislative changes have significantly increased regulatory compliance requirements and complexity. We have revamped our accounting procedures for COPE activities to facilitate compliance and to report political activities. As we enter 2011, the pressing financial issues are revenues and expenditures. On the revenue side, we must • Be vigilant maintaining and preventing job erosion from our bargaining units and • Strive to increase dues revenue by increasing our organizing and membership levels. Inaccurate membership levels impact our expenditures when we overcount the number of people in the

bargaining unit and subsequently pay more in per caps than necessary. “Per caps” or per capita dues is the amount that a local like Local 4100 pays to its affiliates, in our case, to the IFT, the AFT and our area labor councils (for example, the Chicago Federation of Labor, the Mideastern Illinois Labor Council, the Springfield Trades Council and the West Central Labor Council). It is based on the number of members we have. For full-time members the amount of the “per cap” payment for all of these coalitions is about $520. The other component of your dues is a variable rate of 0.6% (or 0.006 of your salary), which supports UPI. Your campus deducts UPI

dues from your paycheck and we receive dues revenue from individuals listed as members of the bargaining unit on each campus. Each campus provides to UPI the names and dues amounts in a document called the “trailer warrant.” If the campus record fails to show an individual as a member of the bargaining unit AND UPI records show that individual as a member, then UPI pays about $520 to the labor councils and receives $0. Thus, it’s vital that UPI records are consistent with campus records. I hope to work on this process with Local and chapter officers during the House of Delegates meeting. If you have questions about our finances, please let me know and I will be glad to talk with you. FAR LEFT: Two major conventions in one year have put a strain on the UPI budget. Here, UPI delegates watch Bill Gates at the AFT convention. LEFT: UPI dues are never used for political purposes, but many members sign a COPE card authorizing a paycheck deduction to sustain UPI’s legislative program. 2010 UPI Annual Report • 11

Legislative Committee Chair John Miller

UPI’s aggressive political stance meets hostile groups who blame the teachers

OVER THE PAST YEAR, UPI has developed an aggressive political and legislative agenda to advance the goals of our union. Unfortunately, there is an equally aggressive attack on public employee unions. These forces are well funded by various wealthy individuals and organizations and have captured the imagination and vigor of major media outlets. Utilizing the frustrations of the current economy and related fears and anger, these groups have successfully turned community frustration on state employees. They say we are overpaid, have overly favorable benefits and are underworked. Teachers, regardless of the level, are particularly the focus of these attacks because, they say, all problems in public education must be the fault of teachers. While higher education has thus far been spared the brunt of these attacks, there is clearly a growing, ominous storm looming on the horizon. To counter this, we have actively engaged the legislative and political spheres throughout the state. Following the House of 14 • 2010 UPI Annual Report

Delegates meeting last year, we developed a coordinated plan to encourage our members to work with their elected representatives throughout the summer. Numerous office visits were conducted, editorials were written and legislative sweet tea and lemonade parties were held. The effect was an increased awareness in Springfield of our concerns and issues and the development of new friendships and positive relations with various elected officials. Throughout the fall, we engaged directly in the political process. Though we decided not to endorse a candidate for governor, we actively supported several state representatives and senators from both parties. Many of the candidates we supported were successful in November. Most importantly, many of these candidates have reached out to us, asking for our opinion and concerns on various legislation. Our efforts were significantly tested in the winter with an attack by Stand for Children and their socalled “education reform” effort. Laying the gauntlet down, Stand attempted to

eliminate tenure for our preK - 12 colleagues, connect evaluations to student learning assessment and eliminate collective bargaining. Legislative hearings on this “reform package” were conducted in December and January. In the House, Stand received a warm welcome by those sponsoring the legislation (these politicians received extremely large contributions from Stand and the primary sponsor was a legislator we directly challenged in the November election); however, in the Senate, calmer heads prevailed as the Illinois Federation of Teachers and the Illinois Education Association (IEA) offered a competing reform package, which holds all levels, from parents through school boards, accountable for the success of a student. As of this writing, the education reform challenge is still ongoing; our efforts to directly engage our legislators appear to be paying off. UPI members attended both the House and Senate hearings to oppose the legislation while many more contacted their representatives and senators. This is only the latest attack on public employee unions, and we need to be prepared

for additional challenges in the future. Stand and other groups are not going away anytime soon. As experts in education, we need to lead reform efforts that truly focus on improving education rather than simply attempting to justify cuts in funding and the privatization of public education. We either need to lead or we will end up with reforms that do nothing to improve the quality of education. Most importantly, we had success with the passage of the new revenues for the state. Even late into the night during the debate in Springfield, our members were on the phone talking with their legislators to urge them to make the difficult vote to solve the structural deficit problem. Though we are concerned that the legislation did not include increases in personal exemptions to protect lower-income individuals, property tax relief and additional cuts in state spending, this new legislation will help solidify the state budget for the next several years. While growth will be held to a minimum, the hope is that Springfield will now have the funds to fulfill its budget obligations without devastating vital state services such as higher

education. We hope to see some stability in university budgets in the very near future and a decrease in the pressures caused by the cash flow issues many of our institutions are facing. Despite this success, we are losing the public relations battle over the tax increase. We have all heard of other states coveting our businesses with a myth that their tax burdens are lower.

Unfortunately, the media, primarily the Chicago Tribune, continue to ignore the truth that despite Illinois’ tax increase, our taxes are still lower than many in the country including Wisconsin, Indiana and New Jersey. The individual income tax rate of 5 percent in Illinois compares with 4.6 to 7.75 percent in Wisconsin and 3.3 percent state tax plus 3.1 percent county tax in Indiana, according to the Chi-

cago Sun-Times (“Does state tax hike spell doomsday for business?” Jan. 24, 2011). Further, during the tax debate, an orchestrated attack on public employee unions, cited us as the reason for the increase. This highlights the need to expand our efforts to directly challenge the media and their attempts to inaccurately portray us as “greedy.” We need you to challenge

the media through editorials, phone calls and other public events to educate the public and media about the truth of our goals and message. To help assist in this agenda, we will be developing a plan to interact with the media throughout the state in the months to come. Please stay tuned as we will be once again calling on our strength, our members, to accomplish this goal.

LEFT: UPI activists and others participate in the Illinois House hearings on education reform in December. BELOW: UPI President Ellie Sullivan (right) and IFT’s Nick Yelverton visit with Illinois Rep. Suzanne Bassi at a coalition breakfast in the spring.

UPI President Ellie Sullivan talks issues with IFT’s Legislative Director Steve Preckwinkle at a Chicago Teachers Union event in the fall.

UPI Legislative Chair John Miller and Patrick Stout of WIU go on air in an impromptu interview on public radio during a visit to Springfield. 2010 UPI Annual Report • 15

2010 House of Delegates

CLOCKWISE FROM TOP: • Past President Sue Kaufman is inducted into the UPI Wall of Fame as UPI President Ellie Sullivan applauds. David Radavich, John Murphy and Don Geren were also inducted. • Nick Yelverton, IFT legislative director, briefs delegates on the dismal financial situation. • Delegates from the NIU Instructors chapter: Toma Heldt, Stacey Short and Ben Stone. • UPI staffer Pat Tracy with NEIU delegates Nancy Matthews, Sophia Mihic and Michael Grossman. • Governors State delegates, Lydia Morrow Ruetten and Bruce Wilson. • Several Eastern delegates John Allison, David Carpenter, Ann Fritz. • Chicago State delegates include recently retired UPI Trustee Yvonne Morris and Trena Hawkins.

16 • 2010 UPI Annual Report

AT RIGHT: * From UIS: Ann Cole and Normajean Niebur, UIS Staff / UPI Chapter president and UPI recording secretary. • FAR RIGHT: From WIU, UPI Trustee Martha Klems, Lora Wallace, Erin Taylor.

Status of 2010 House of Delegates Resolutions Resolution

Action to be taken

Action at HoD

Responsible Person / Group

Date Action Completed

1. UPI Support of Elder Care Benefits.

UPI support contract language and legislation.


Chapter bargaining teams.


2. Support for Campaign Finance Reform.

Submit to AFT and IFT conventions; Work to form a public finance election system.

Passed as amended.

Forwarded to AFT; Forwarded to IFT.

To AFT 04/26/10 To IFT 07/15/10

3. Amend State Officials and Employees Ethics Act to Exempt University Teaching Faculty from Positive Time Reporting

Submit to IFT convention.


Forwarded to IFT.

4. Urge State to Become Current on Paying Health Care Providers.

UPI contact legislators to spearhead a postcard campaign.


IFT / UPI lobbying activities.


5. Support of House Bill 174 to Improve Funding of Higher Education.

UPI continue as an active member of the Responsible Budget Coalition; support passage of this or a similar bill.

Passed as amended.

IFT / UPI lobbying activities.


6. Seek UPI Representation in Benefits Negotiations.

Work through legislative channels and with CMS.


IFT / UPI lobbying activities.


7. Political Mobilization.

Legislative Committee develop a strategic plan.


Legislative Committee.


Status of 2009 House of Delegates Resolutions Resolution

Action to be taken

Action at HoD

Responsible Person/Group

Date Action Completed

1. Support for Increased State Funding for All Levels of Education.

IFT support and lobby for increased funding for preK-20 education.

Referred to UPI Executive Board.

Forwarded to IFT for action by legislative committee.


2. Create a Progressive Income Tax in Illinois.

Submit to 2010 IFT Convention; IFT support a state constitutional amendment to create a progressive income tax.


Forwarded to IFT for convention.


3. Call for Cost Reductions by Supporting Current Pension Systems and Single-Payer Health Care in Illinois.

Submit to 2010 IFT Convention, that IFT Legislative Platform advocate that the State of Illinois preserve current statefunded pension systems; support a single-payer health care system.

Referred to UPI Executive Board..

Forwarded to IFT for convention.


4. Promote Economic Literacy.

Submit to 2010 AFT Convention, that AFT use its political and economic resources to promote broad-based economic literacy at all levels of education.

Referred to UPI Executive Board.

Forwarded to AFT for convention.


5. Keep Supernaturalism out of the Science Curriculum.

Submit to 2010 IFT Convention.


Forwarded to IFT for convention.


6. Endorse the U.S. National Health Insurance Act. (HR676) by the Illinois AFL-CIO.

IFT submit to the IL AFL-CIO’s next convention a resolution endorsing the U.S. National Health Insurance Act.


Forwarded to Illinois AFLCIO for convention.


2010 UPI Annual Report • 17

Telling our story August 2010 August: A group of WIU / UPI members create UPI Cares, an organization which volunteers its time and muscle at community services.

September 2010 Sept. 2: UPI Officers & Staff take pay cut to help balance the budget. Sept. 2: Academic Support Professionals attend a meeting of the Local 4100 Executive Board and discuss their concerns. This is the second year the executive board has focused on a

constituency to discuss their issues and concerns. Sept. 16: NEIU / UPI members pack a meeting room in the student union to appeal to the Board of Trustees to help settle their contract. Soon after, the leadership of the Board changes. Sept. 21: NEIU / UPI members jam NEIU President Sharon Hahs’ State of the University address, asking questions and seeking to settle the contract.

October 2010

Oct. 15 – 17: UPI’s elected delegates attend the Illinois Federation of Teach-

Oct. 28: The NEIU / UPI Chapter Halloween party. AT RIGHT: Steve Frankel, a member of the negotiations team, attends the party as “The Ghost of Education Past.” FAR RIGHT: NEIU art students constuct an an altar called “The Death of Public Education.”

Sept. 2: Academic Support Professionals attending an Executive Board meeting include (seated) Dave Beck, IFT; Molly Homer, WIU; Carla Johnson, GSU; Carnice Hill, CSU; (standing) Shelly James, EIU; Lora Green, EIU; Yvonne Morris, CSU.

18 • 2010 UPI Annual Report

ers Convention. New leaders were elected, including UPI President Ellie Sullivan and Legislative Chair John Miller, as vice presidents. Oct. 27: The GSU / UPI Chapter hosts the faculty and staff at a campus party. Oct. 28: The NEIU / UPI Chapter holds a Halloween party, using the event to lobby the campus community to support their three-year battle to get a contract.

November 2010

Nov. 2: Election Day: Voters elect Pat Quinn governor. The IFT had endorsed Quinn, but UPI chooses not to make endorsements.

Nov. 4: CSU faculty meet and hear a status report on the negotiations, which is not going well. Nov. 4: The EIU / UPI Chapter members rally on the Library Quad, seeking a fair contract. Nov. 8: GSU retirees share lunch and ideas for future events. Retiree and former member of UPI’s Trustees Committee Judy Lewis organizes the event as the GSU liaison to the Retiree Chapter. Nov. 12: “I have many issues with the report and the methodology used in ‘researching’ our colleges of education,’” UPI Local 4100 President Ellie Sullivan said. UPI — as well as the IFT and organizations of the deans of colleges of education — is highly critical of the report by the National Council on Teacher Quality that denigrates teacher preparation across Illinois. News media give the criticism prominent play.

Nov. 18: NEIU Trustees move their meeting into an auditorium in anticipation of a crowd. NEIU / UPI members had packed a room in the student union for the board’s last two meetings, protesting the administration’s failure to agree on a contract and voicing concern about the length of the negotiations. Nov. 18: NEIU retirees meet for lunch. A memorial service for their late colleague Shirley Castelnuovo is held that evening. Nov. 19: EIU / UPI members hold a presentation and silent rally at the university’s board of trustees meeting. Nov. 22: Patrice Stearley, longtime UPI activist and NEIU librarian, is honored at a retirement party. Nov. 23: The NEIU Faculty Senate approves a “no confidence” vote in the leadership of President Sharon Hahs.

Nov. 4: CSU faculty meet and hear a status report on the negotiations, which is not going well.

Sept. 16: NEIU / UPI members pack a meeting room to appeal to Trustees to help settle their contract. Soon after, the leadership of the Board changes.

December 2010

Early December: Western’s Faculty chapter merges with the Pro-Tech chapter, expanding the WIU / UPI bargaing unit by more than 45 employees. Dec. 10: The EIU / UPI Chapter holds a silent rally at a meeting of the Committee on University Policy and Budget, as they continue to seek a contract. Dec. 13: The EIU / UPI’s negotiations team reaches a two-year, tentative agreement. EIU / UPI leadership expects faculty to ratify it in February. Dec. 17: The Illinois House of Representatives holds hearings on education reform. Their tone is discouraging; however, the hearings held in January by the Illinois Senate seem more open and promising.

Oct. 15 – 17: At the Illinois Federation of Teachers Convention new leaders were elected, including UPI President Ellie Sullivan and Legislative Chair John Miller, as vice presidents. IFT appointments include • Sullivan to IFT’s Executive Committee, the P-20 Educational Policy Committee, the Operations/Constitution subcommittee and chair of the Higher Education Constituency Council; • Miller to the Legislative/Public Policy Committee, the Locals/Organizing Committee and chair of a PAC Task Force; • David Carpenter to the Women, Civil and Human Rights Committee; • John Murphy to the Retirees Committee.

2010 UPI Annual Report • 19

January/February 2011

Jan. 1: A 2.5 percent, across-the-board raise for employees at Northern Illinois University goes into effect. The 2005 contract of the NIU / UPI Instructors Chapter includes contractual language that gives instructors the tenuretrack faculty raise. Jan. 3: Our state fed, the Illinois Federation of Teachers, along with the Illinois Education Association and the Chicago Teachers Union, propose the joint venture called “Accountability for All,” to lead the way in education reform.

Jan. 12: The Illinois General Assembly approves a desperately needed tax increase amid great criticism of both the tax and public employees, who are seen as overpaid. Jan. 22: Eastern’s Board of Trustees approves language on academic freedom, allowing EIU employees to communicate with legislators; to display political buttons, stickers or patches; and to attend partisan rallies. Jan. 27: House Bill 149 rears its ugly head. This legislation that would reduce pension benefits is being seriously considered. Feb. 16: Members of EIU’s bargaining unit ratify their contract.

Nov. 22: Patrice Stearley, longtime UPI activist and NEIU librarian, is honored at a retirement party.

Dec. 10: The EIU / UPI negotiations team reaches a two-year, tentative agreement. The team includes chief negotiator Jon Blitz, Ann Fritz, Carol Jean Dudley, Jeff Duck and Grant Sterling. Nov. 8: The GSUI Retirees group see a great turnout at a luncheon meeting. Leaders include UPI President Ellie Sullivan, Addison Woodward, GSU retiree liaison Judy Lewis, and GSU / UPI Chapter President Marsha Katz.

Oct. 27: The GSU / UPI Chapter hosts the faculty and staff at a campus party.

20 • 2010 UPI Annual Report

Feb. 16: Coalitions are the hope of the future, as UPI’s state fed IFT teams up with the Illinois Education Association and the Chicago Teachers Union to write and to rewrite plans to help guide the Illinois General Assembly in reforming education.

By your example, You show our students the way. With the things you do, You make our universities soar.

With you, we’re all better.


UPI Local 4100 wants to make 2011 the year of the SOARING EAGLE. We are looking for the UPI members whose work

epitomizes the spirit of public service, who inspire us to go the extra mile, who inspire students and co-workers alike.

We are looking for the superstars of UPI. During the 2012 House of Delegates, that person will honored and rewarded. Watch for information to nominate that SOARING EAGLE. Perhaps it is you.

UPI on the Go March 6

UPI Executive Board Meeting

UPI Office, Chicago

Flamingo Hotel, Las Vegas

Sheraton Hotel, Philadelphia

Northern Illinois University, Naperville

UPI Office, Chicago

Robert M. Healey Center, Westmont

Washington, D.C.

UPI Office, Chicago, closed

St. Augustine College, Chicago

UPI Office, Chicago, closed

March 24-27 AFT PSRP Conference April 1-3 April 12 April 15-16 April 29-30 May 19-20 May 30 June 7 July 4

AFT Higher Ed Issues Conference IBHE Board Meeting,

UPI Executive Board Meeting IFT Executive Board Meeting

AFT HIgher Education Program & Policy Council Memorial Day

IBHE Board Meeting Independence Day

University Professionals of Illinois Local 4100, IFT, AFT, AFL-CIO 11 E. Adams, Suite 1106 Chicago, IL 60603

July 26-28

Aug. 16

IFT Executive Board Retreat

Robert M. Healey Center, Westmont IBHE Board Meeting

Chicago School of Professional Psychology, Chicago

UPI Office, Chicago, closed

Sept. 5 Oct. 4

Oct. 14-15

Oct. 26-30

Nov. 24-25

Dec. 6

Labor Day

IBHE Board Meeting

Harper College, Palatine

IFT Executive Board Meeting

Robert M. Healey Center, Westmont

AFT Civil, Human & Women’s Rights Conference Marriott Detroit Renaissance Center, Detroit Thanksgiving

UPI Office, Chicago, closed IBHE Board Meeting

Moraine Valley Community College, Palos Hills

Dec. 26-Jan. 2 Holiday Break

UPI Office, Chicago, closed


COBO Center, Detroit

July 26-30

AFT Convention

UPI Annual Report 2010  

The award-winning report of the University Professionals of Illinois Local 4100 during 2010. See facts and figures of our chapters on seven...

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