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UPI Local 4100 University Professionals of Illinois | Local 4100, IFT, AFT, AFL-CIO| 2011 Annual Report

WE WERE THERE: The WE ARE ONE Coalition — supporting the Wisconsin workers under serious threats — jammed Chicago’s Daley Plaza in April, 2011. Here are Steve Rowe of the Chicago State Chapter and his daughter Eleanor Rowe Smiley. (Photo by Mark Sudeith, CSU)

Fall 2011

UPI Local 4100 Executive Board

Ellie Sullivan UPI President

David Carpenter

UPI Exec. Vice President

Hank Davis

Normajean Niebur

UPI Secretary-Treasurer

UPI Recording Secretary

John Allison EIU President

Jonathan Blitz EIU Rep

Ann Cole Acting UIS Rep

Sandy Flood NIU President

Steve Frankel NEIU Rep

Jeff Hancks WIU Rep

Colleen Harden Acting UIS-AGE President

Carla Johnson GSU Rep

Marsha Katz GSU President

John Miller WIU President

John Murphy Retirees President

Normajean Niebur UIS President

Lydia Morrow Ruetten Chair, Trustees

Terry Schuepfer NEIU President

University Professionals of Illinois Local 4100 is affiliated with the Illinois Federation of Teachers, the American Federation of Teachers and the AFL-CIO.

Stacey Short NIU Rep

Mark Sudeith CSU Rep

Our office is located at 11 E. Adams, Suite 1106, Chicago, IL 60603. Phone: 312-663-5916 / Fax: 312-663-3833 Web site:

Laurie Walter CSU President

This publication was edited by Mary Durkin, UPI director of communications. Send comments to

OUR PRESIDENT . . . . . . Can you hear it? It’s change in the air Contracts are settled; elections promise new blood; UPI has a place at the table There’s a sense of change in the air. With

steering committee meetings

elections next month, we’ll have new faces

to resolve the issues and cre-

at the Local, at the Chapters and at the

ate appropriate metrics.

House of Delegates. I’d like to thank all of the activists who have served at all levels

After each meeting UPI

for their dedication to the union. You are

hosted a conference call for

the reason UPI has achieved such success

our fellow constituents (Il-

with our contracts, grievances and legisla-

linois Federation of Teachers,

tive issues. You’ll be reading more about

Illinois Education Association,

our activities in this Annual Report.

the Illinois Commumnity College Board, and, of course,

Currently, all contracts are settled and rati-

UPI). We reviewed the meet-

fied!! That’s a statement we haven’t heard

ing and issued a position

in a while. EIU and UIS are gearing up for

paper for consideration at the

negotiations, so we’ll hope for a speedy

next meeting. I wrote the ini-

and successful completion to their work.

tial drafts and everyone in our working group reviewed and

UPI President Ellie Sullivan prepares to moderate the annual meeting of the IFT’s Universities Council. From left, David Carpenter, UPI executive vice president; Heidi Lawson, chair of IFT’s Graduate Council; and Nick Yelverton, IFT’s legislative director

A great deal of my time this year has

offered suggestions. The final

been spent on formulating acceptable

draft was then approved by

other issues such as pensions and educa-

metrics for “Performance Based Fund-

IFT and issued under IFT’s letterhead and

tional funding. We are also seeing editorials

ing” in higher education. This activity was

President Dan Montgomery’s signature.

in our newspapers (even in the Chicago

necessary because of a new law mandat-

We did this for five months.

Tribune) questioning the wisdom of many

ing performance-based funding for higher

of the “reform” issues. We need to redouble

education in Illinois. Performance Based

We ran into some issues with the final

our efforts to make sure that our voices are

Funding (PBF) is an attempt at account-

report, but our coalition helped to carry the

heard as the experts in conversations about

ability, measuring success at our colleges

day for more detailed metrics. Because of

our schools, colleges and universities. We

and universities.

the current state of funding for higher edu-

will continue to work with IFT, AFT and our

cation, the initial amount of money withheld

other colleagues in our places of work, com-

The Illinois Board of HIgher Education origi-

to fund PBF will be very small this year

munities and unions to expand on these

nally proposed PBF models based on those

while the metric baselines are established

efforts. We will make our voices heard.

from three other states, Kentucky, Tennes-

this coming year. There will also be an an-

see and Louisiana. All three of these states’

nual review of all metrics and the percent-

models simply counted degrees conferred

age of funding withheld for PBF.

the American Federation of Teachers. As

Senator Edward Maloney and Representa-

Legislatively, we have had successes in

a cohort program on executive leadership,

tive Robert Pritchard created a steering

staving off the worst of the pension and

committee, which brought all constituents

education “reforms,” and I am slightly en-

to the table to create a clear and measured

couraged by the shift in public opinion that I

set of metrics or measurements based

feel is starting. By inviting expert constituen-

upon the mission of the individual colleges

cy representatives to be part of the Perfor-

and universities. Each college and univer-

mance Based Funding Steering Committee,

sity has the ability to weight the metrics

state leaders are changing the way they

to match its mission. There were monthly

have approached educational reform and

within a certain time limit. Illinois State

I also participated in a new initiative from one of 22 local leaders invited to be part of I was energized by an intensive, five-day program in November at AFT in Washington, D.C. The emphasis was on our community-based efforts towards mobilizing our membership and our institutions within the fabric of our society. More on this in the coming months. Please see SULLIVAN, Page 15 2011 UPI Annual Report • 1


Higher Ed in Illinois:

Not your father’s school (or yours either anymore) NINE PUBLIC UNIVERSITIES on


leges, 99 independent not-for-profit

of the 2010 enrollment; in 1982 its

12 campuses, 48 community col-

colleges and universities and 31 in-

dependent for-profit institutions. A

record enrollment approaching one million (924,749 students). Whew.

Members of UPI have long sensed that changes have been bubbling up in public higher education in

Illinois. The Data Book, compiled by the Illinois Board of Higher Education, verifies our observations.

Change has become the name of the game.

We use statistics from the 2011 IBHE Data Book ( Data%20Bank/DataBook/default.

asp) in this section, “On Our Campuses.” It refers to the 2010-2011

academic year — last year. Things have been changing fast in this uncertain environment.

• Community colleges: 41.1 percent

share was more than 52.1 percent.

• Independent institutions: 36.8

percent of the 2010 enrollment;

before the the 1960s, more than

half of college students attended

independent institutions, bottoming out at 21.7 percent in 1982.

•Public universities: 22.2 percent

of the 2010 enrollment; eroding

from almost 40.0 percent in 1970.

WHO GRANTS BACHELOR’S? • Public universities: 33,935 de-

grees, up 0.4 percent from 2009.

• Independent not-for-profit institutions: 29,565 degrees, up 2.3 percent from 2009.

• Independent for-profit institu-

tions: 7,538 degrees, up 11 percent percent from 2009.

• Out-of-state institutions: 1,369 degrees, up 10 percent.

CSU: Proud of WE AT CHICAGO STATE University have had an exciting year. We finished bargaining the

contract (thanks to the hard-working negotiating team!) and it was approved with an 81 percent positive vote. This version contains many im-

provements in language, as well as modest raises, increasing in the “out years.” I feel that we can be proud of this contract, which runs through 2015.

Now comes the difficult work of implementation,

including revising the Departmental Applications of Criteria (DACs).

On other fronts, we continue to work to keep the administration adhering to the contract, as well

as to labor law. Sometimes, for example, we have to remind them what constitutes a mandatory

subject of bargaining, not to mention what “mandatory” means. This reminding has necessitated the filing of several unfair labor practice (ULP) charges, some of which are still outstanding.

Once we have them convinced, we have impact bargained such matters as the Computer Usage Policy and 403(b) providers.

Our grievance officers maintain their tireless

schedule of championing the rights of our mem-


2010: BY THE NUMBERS 924,749 students enrolled (Up 1.1% from Fall 2009) 1970: Students enrolled in Illinois schools comprised 5.4% of enrollments in the country. 1978: Students enrolled in Illinois schools comprised 5.9% of enrollments in the country. 2009: Students enrolled in Illinois schools comprised 4.5 % of enrollments in the country. 2010 ENROLLMENTS IN ILLINOIS • Community college enrollment: 41.1%. • Independent, not-for-profit enrollment: 24.9% . • Public universities enrollment: 22.2% . • Independent for-profit enrollment: 9.9%.

2 • 2011 UPI Annual Report

IN 1970 Public universities enrollment: 40% of the enrollment in Illinois.

bers to reasonable schedules, fair evaluations, de-

cent working conditions, protection from arbitrary

dismissal and demotion, etc. The grievance officers

NUMBER OF BACHELOR’S DEGREES CONFERRED IN 2010 • Public Universities: 33,935 (up 0.4%). • Independent not-for-profit institutions: 29,565 (up 2.3%). • Independent for-profit institutions: 7,538 (up 11%).

are the real workhorses of the union!

• Out-of-state

voiceless automatons, responsive only to admin-

institutions: 1,369 (up

10%). POPULAR FIELDS OF STUDY 1. Business, Management, Marketing & Related Studies 2. Education 3. Health Professions and Related Clinical Sciences. Information taken from the Illinois Board of Higher Education 2011 Data Book

All of this effort is in the ultimate interest of the students, who will be better-served by faculty

and staff who feel they have a stake and a voice

in the running of the institution — as opposed to istrative fiat.

We are proud to be doing what we are doing and

we look forward to continuing to serve the faculty, staff and students of Chicago State!

CAMPUSES. . . our contract Chicago State Univ. President LAURIE WALTER • 773-995-2185 • l_walter624@ Representing faculty, staff, IT On the South Side of Chicago, 9501 S. King Drive

CSU BY THE NUMBERS: 2010 7,362 students enrolled (Up 127 from 2009) (77% undergrads; 23% grads): 30% Male; 70% Female. TOP undergrad PROGRAMS by degrees awarded (of 701 degrees): 1. LA&S, Gen Studies and Humanities, 31.8% (ranked 1 last year) 2. Psychology, 9.8% (ranked 3 last year) 3. Business, Mgmt, Mkting & Related Studies, 8.3%(ranked 2 last year) 4. Health Professions & Related Studies, 8% (ranked 4 last year) 5. Homeland Security, Law Enforcement, Firefighting & Related Services, 6.4% (ranked 5 last year) TOP undergrad PROGRAMS by Enrollment: 1. Health Professions and Related Programs, 12.8% 2. LA&S, Gen Studies and Humanities, 12.8% 3. Business, Mgmt, Mkting & Related Studies, 12.6% 4. Education, 10.9% 5. Homeland Security, Law Enforcement, Firefighting & Related Services, 7.1% CSU FACULTY (326) • Professor . . . . . . . . . . . . . . . . 20.6% • Associate Professor . . . . . . . . 21.5% • Assistant Professor. . . . . . . . . 26.1% • Lecturers . . . . . . . . . . . . . . . . 31.9% • Men in all Ranks . . . . . . . . . . 46.3% • Women in all Ranks . . . . . . . . 53.7%


Developing new leaders THE GOVERNORS STATE University Chapter has had a very busy year. We have been working on preparing for new leadership next year. Marsha Katz, president of the chapter, will retire as well as the current grievance officer, Edna Fry. We have been working on getting a slate for the current elections.

Governors State Univ. President MARSHA KATZ

• 708-534-4952 • marshakatz@ Representing faculty, staff In University Park, a south suburb of Chicago

In addition, we are also dealing with a lot of turbulence on campus. The university is preparing to include freshman. It is also instituting a dual degree program with many community colleges. This means that the faculty need to develop many new courses with limited resources. It also should mean that we will be hiring new faculty and possibly need more advisers.

GSU BY THE NUMBERS: 2010 5,660 students enrolled (Down 14 from 2009) (52.9% undergrads; 47.1% grads): 28.6% Male; 71.4% Female. TOP undergrad PROGRAMS by degrees awarded (of 858 degrees): 1. Liberal Arts and Sciences, General Studies, and Humanities, 25.5% (ranked 1 last year) 2. Business, Management, Marketing & Related Studies, 18.2% (ranked 2 last year) 3. Education, 10.8%(ranked 3 last year) 4. Psychology, 10.1% (ranked 4 last year) 5. Health Professions and Related Programs, 8.4% (not ranked in Top Five last year)

The university also will sell bonds for building dormitories. This has the possibility of new positions. We must be observant about the kind of positions being considered and whether they belong in the bargaining unit. We will be preparing for the contract negotiations (contract expires August 2013) in March by starting the committee that prepares the survey. TOP UNDERGRAD PROGRAMS BY ENROLLMENT: 1. Business, Management, Marketing and Related Support Services, 17.8% 2. Liberal Arts and Sciences, General Studies, and Humanities, 16.8% 3. Health Professions and Related Programs, 13.5% 4. Education, 11.7% 5. Homeland Security, Law enforcement, Firefighting and Related Protective Services, 8.9% GSU FACULTY (212) • Professor . . . . . . . . . . . . . . . . 15.6% • Associate Professor . . . . . . . . . .25% • Assistant Professor. . . . . . . . . . .25% • Lecturers . . . . . . . . . . . . . . . . . .34% • Men in all Ranks . . . . . . . . . . 45.3% • Women in all Ranks . . . . . . . 54.7%

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book

2011 UPI Annual Report • 3

ON OUR CAMPUSES . . . At EIU: Looking ahead to negotiations Our Preparation SINCE SPRING 2011, we’ve been planning for our next round of negotiations, beginning Feb. 22 using interest-based-bargaining. A federal mediator will facilitate each session. To assemble a “Top-Ten” issues list, members of the team and Chapter President John Allison held Negotiation Agenda Committee meetings to provide a membership survey and to discuss plans and survey results during General Membership meetings. Our team members include Grant Sterling (chief negotiator/Unit A), Jonathan Blitz (Unit A), Jeff Duck (Unit B ASP), Carol Jean Dudley (Unit B ACF) and Ann Fritz (Unit A).

Political Activities

the role of public education; • promoting positions vital to public employees in particular and all workers in general;

• meeting with legislators to counter misleading information and • promoting positions to strengthen higher education in Illinois. CPAL works closely with the American Federation of State, County and Municipal Employees, the State Universities Annuitants Association and members of the UPI Retirees Chapter. Here are some of our specific activities and events: • panel discussions on health care, higher education / public education and government and the economy; • a “Festival of Outrage and Hope”;

Chaired by Richard Wandling, our Committee on Political Action and Legislative Activity (CPAL) has been:

• a wiki for the creation of letters to editor, fact sheets and links to research;

• disseminating information regarding

• meetings with Rep. Chapin Rose,


BY THE NUMBERS: 2010 11,630 students enrolled (Down 336 from 2009) (85.7% undergrads; 14.3% grads): 41.7% Male; 58.3% Female. TOP UNDERGRAD PROGRAMS BY DEGREES AWARDED ( 2,282): 1. Education, 21.5% (ranked 1 last year) 2. Business, Management, Marketing & Related Studies, 12.8% (ranked 2 last year)

4 • 2011 UPI Annual Report

3. Communication, Journalism and Related Programs, 9.6%(ranked 5 last year) 4. Liberal Arts and Sciences, General Studies and Humanities, 9.1% (ranked 4 last year) 5. Parks, Recreation, Leisure and Fitness Studies, 7.5% (ranked 3 last year) TOP UNDERGRAD PROGRAMS BY ENROLLMENT: 1. Education, 19.6% 2. Business, Management, Marketing & Related Studies, 10.9% 3. Parks, Recreation, Leisure and Fitness Studies, 9%

Eastern Illinois Univ. President JOHN ALLISON 217-581-6978 • Representing faculty, staff Located in Charleson, 175 miles south of Chicago 110th Dist., Charleston; Rep. Roger Eddy, 109th Dist., Hutsonville; and Sen. Dale Righter, 55th Dist., Mattoon; • publication of letters to the editor supporting public pensions, progressive taxation and public words; • a march to the courthouse to support Wisconsin public employees and worker rights; • weekly planning meetings. 4. Biological and Biomedical Sciences, 6.8% 5. Communication, Journalism and Related Programs, 6.6% EIU FACULTY (643) • Professor . . . . . . . . . . . . . . . . . .28.9% • Associate Professor . . . . . . . . . .19.4% • Assistant Professor. . . . . . . . . . .20.7% • Lecturers . . . . . . . . . . . . . . . . . . . 31% • Men

in all Ranks . . . . . . . . . . . . 52.8% in all Ranks . . . . . . . . . . 47.2%

• Women

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book


Enforced contract, rights through grievance work

UPI Retirees Committee President JOHN MURPHY

(Prepared by Eastern Grievance Representative Timothy Shonk) 1. When a Unit A faculty member — two years from retirement — was denied tenure, we devised a Memorandum of Agreement that will see her through to retirement. 2. We devised another MOA that gave a member a second year to achieve the required rating in the category of research / scholarly activity. This member’s needed publication came three weeks after the portfolios were due. 3. We resolved a problem regarding the use of non-evaluative language in a Unit A member’s annual evaluation, which did not use standard terms like “satisfactory,” “significant,” etc. 4. Thanks to Jon Blitz, we resolved the situation of a Unit B faculty member who was assigned a partial load with courses going to a new adjunct employee. 5. We resolved through grievance and the filing of an Unfair Labor Practice the university’s cell phone policy. 6. We negotiated a dismissal without negative letters going into the personnel file and without prejudice for a Unit B faculty member after a number of student complaints. 7. After several conversations, we refused to agree to the administration’s proposal to allow a chair to count administrative years toward the fulfillment of the Unit A years required for tenure and promotion. 8. We have three grievances active regarding attempts after 15 years of practice to change the manner in which research hours are assigned. In these cases, one publication every two years is required but a chair can make exceptions. 9. We are near the end of a successful negotiation to remove a “letter of counsel” from the personnel file of an ASP. 10. Three issues are perhaps heading for grievance: two third-year negative evaluations (in a department in which the wife is the acting chair and the husband chairs the DPC), and a negative evaluation for an employee who had been working for the past two years under an Memorandum of Agreement. Our grievance people — Jon Blitz, John Allison and Grievance Officer Tim Shonk — have met with people regarding additional concerns and issues. These include: • the intrusion of the College of Continuing Education into our academic programs, • a threat to our tenured faculty, individual questions regarding course loads, • letters requesting reconsideration of evaluations, • potential disciplinary meetings called by supervisors and • student allegations of discrimination.

• 312-663-5916, X-15 •

Representing 221 retired faculty and staff from all UPI campuses

‘Chapter’ status is on the ballot UNDER THE TERMS of the current UPI Constitution and ByLaws, the UPI Retirees have been required to function more

as a committee than as a fully authorized chapter. During the

past year as UPI President Ellie Sullivan, the UPI Trustees and the Executive Board developed changes in UPI governing

documents, it was decided to recommend to the membership a change in the status of the Retirees unit to be more analogous to the campus chapters.

The growth of our membership to more than 150 dues-paying members, coupled with a strong representation of COPE con-

tributors, means that the Retiree Chapter will become an even stronger and more effective component of Local 4100. The

goal will to be to better integrate the issues facing present and future retirees into the work of the Local.

In the same election, Chapter By-Laws, approved by the UPI Executive Board, will be submitted to our current members for their approval. In addition to chapter officers, there is a

provision for an executive board that will have retiree representation from each of the UPI campuses. This formulation

promises to provide better access to new retirees and opportunities for more frequent, campus-focused social and political events.

As the new by-laws indicate, the purpose of the chapter will continue to be: • “to •

represent the interests of UPI retirees to the Local,”

“to provide information to its members and”

• “to

work to protect the rights and benefits of retirees.”

2011 UPI Annual Report • 5

ON OUR CAMPUSES . . . Northeastern Illinois



773-442-5836 •

11,746 students enrolled (Up 115 from 2009) (80.7% undergrads; 19.1% grads): 40.7% Male; 59.3% Female.

Representing faculty, staff


President TERRY


Located on the North Side of Chicago, 5500 N. St. Louis


During Fall 2011 and Spring 2012

concluded in May 2011.

ing that relationship.

negotiations were successfully

we focused our efforts on restor-

NEIU/UPI members were able

In November, we hosted a

because many members of our

recognize the work of President

to ratify an agreement in May

community participated in the negotiations process. It was

important to recognize the role of our federal mediator who

displayed amazing patience and commitment to helping us reach

our goal. Both the administration

“Celebrate the Contract” event to Sharon Hahs and her negotiating team as well as the UPI negotiating teams. Our guest of honor

was Sen. Martinez, an alumna and important member of our community.

and our members owe a debt of

This spring the NEIU / UPI

as she helped both sides move

sponsored a discussion, “Surviv-

gratitude to Sen. Iris Martinez

beyond our polarized attitudes and find a way to resolution. The remainder of 2011 was

focused on contract implementa-

tion activities such as the creation of the UPI Sick Leave Bank, the

application of three years of ret-

roactive salary increases and the implementation of a new grievance procedure. Three years of

negotiations yielded a backlog of issues that continue to challenge

the successful implementation of our new contract. One of those issues was the restoration of a

productive working relationship with the NEIU administration.

6 • 2011 UPI Annual Report

Political Education Committee

ing the Attack on Public Sector

(1,515): 1. Business, Management, Marketing & Related Studies, 19.8% (ranked 1 last year) 2. Education, 15.1% (ranked 2 last year) 3. Liberal Arts and Sciences, General Sciences and Humanities, 10.4%(ranked 3 last year) 4. Social Sciences, 8.6% (ranked 4 last year) 5. Homeland Security, Law Enforcemenbt, Firefighting and Related Protective Services, 6.5% (Not ranked in the Top Five last year) TOP UNDERGRAD PROGRAMS BY ENROLLMENT (9,498): 1. Education, 16.9% 2. Business, Management, Marketing & Related Studies, 15% 3. Social Sciences, 5.6% 4. Biological and Biomedical Sciences, 5.6% 5. Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 5.4% NEIU FACULTY (416) • Professor . . . . . . . • Associate Professor. • Assistant Professor . • Lecturers . . . . . . . • Men

. . . .

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. . . .

. . . .

. . . .

. . . .

. . . .

. . . .

. . . .

. . . .

. . . .

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24.5% 20.9% . 20% . 35%

in all Ranks . . . . . . . . . . . . . . . . . . 49% in all Ranks . . . . . . . . . . . . . . . . 51%

• Women

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book

Unions,” focusing on issues that unions will face in the immedi-

ate future. More recently, a panel discussion raising the question

“Are We Academically Adrift at NEIU?” was co-sponsored by

NEIU / UPI and the Faculty Senate. The half-day event yielded many interesting perceptions

about the state of higher education both nationally and at our university. We hope that this

event will mark the beginning of

a continuing series of discussions designed to bring all members of

the NEIU together to address our common goals.

NIU: Happy 20th THE CHAPTER OF NIU INSTRUCTORS is 20 years old! The number of instructors has steadily grown to 230, and we remain a strong teaching force President at NIU, teachSANDY FLOOD ing well over 815-753-1302 13,000 students each semester.

Northern Illinois

Representing nontenure-track faculty Located in DeKalb

Our first priority this year was negotiations:

UIS Grad Employees: Four-year contract sparkles UIS-AGE

UIS Staff Chapter President

Acting President COLLEEN HARDEN


217-206-6301 •

Association of Graduate Employees

Taken from the Illinois Board of Higher Education 2011 Data Book

Representing clerical, building service and food service workers and pro-techs.

Located 200 miles southeast of Chicago AGE HAS BEEN up to a lot this year! First, we bargained a contract for 2010


to 2014 (4 years!), which:


5,174 students enrolled (Up 197 from 2009) (61.8% undergrads; 38.2% grads): 46.1% Male; 53.9% Female.

1. Business, Mgmt, Mgmt, 27% (ranked 1 last year) 2. Psychology, 9% (Not ranked in Top Five last year) 3. LA&S, Gen Sci and Hum., 7.4%(3 last year) 4. Public Admin and Social Service Professions, 6.4% (Not ranked in Top Five last year) 5. English Language and Literature/Letters, 6.3% (Not ranked inTop Five last year) TOP UNDERGRAD PROGRAMS BY ENROLLMENT (3,197): 1. Business, Mgmt, Mgmt, 22.5% 2. Psychology, 9% 3. Computer and Info Sciences and Support Services, 8% 4. Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 7% 5. Biological and Biomedical sciences, 5.9%

birthday creating and conducting a survey, training the team and negotiating for nine months. Our “baby” grew into a fresh Collective Bargaining Agreement with many revisions and new language. The negotiations process moved along efficiently at times, and sometimes at a frustrating, slow pace when the chief negotiator spent more time representing NIU at pension meetings Please see FLOOD, Page 8

our members and the university to clarify the tuition waiver tax situation. We are looking into how this

• increases wages for each year;

tax affects assistants and, with the

• eliminates a former ban on outside

university’s help, how the effect of

• increases the amount of on-campus


• allows an AGE representative on the

Third, we have been working with



Second, we have been working with

additional work assistants can do;

this tax can be minimized for as-

Student Health Insurance Com-

members to assist them in addressing

insurance plans for all students;

Our goal has been to help members

regarding insurance in 2012;

in when necessary to improve their

problems with their work conditions.

mittee, which is looking into new • allows a reopener for negotiations

advocate for themselves and step

• allows assistants to set their work

work lives.

schedules each semester, according to their class schedules;

Fourth, we have had membership

assistants who are required/asked

members about the above issues and

• provides important protections for to travel for their position.


BY THE NUMBERS: 2010 23,850 students enrolled; 75% undergrads; 25% grads: 47.6% Male; 52.4% Female. TOP UNDERGRAD PROGRAMS BY DEGREES AWARDED (4,243): 1. Business, Management, Marketing & Related Studies, 20.2% (ranked 1 last year) 2. Health Professions and Related Programs, 12.7% (ranked 2 last year) 3. Education, 10.7% (ranked 4 last year) 4. Social Sciences, 9.3% (ranked 3 last year) 5. Communication, Journalism and Related Programs, 8.2% (ranked 5 last year)

meetings to impart information to get to know each other better!

TOP UNDERGRAD PROGRAMS BY ENROLLMENT (17,886): 1. Business, Management, Marketing & Related Studies, 15.6% 2. Health Professions and Related Programs, 11.1% 3. Education, 7.6% 4. Social Sciences, 5.2% 5. Visual and Performing Arts, 4.9% NIU FACULTY (896) • Professor . . . . . . . . . . . . . . . . . • Associate Professor . . . . . . . . . • Assistant Professor. . . . . . . . . . • Lecturers . . . . . . . . . . . . . . . . . • Men

25.2% 34.1% 23.4% 17.2%

in all Ranks . . . . . . . . . . . 55.1% in all Ranks . . . . . . . . . 44.9%

• Women

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book

2011 UPI Annual Report • 7

ON OUR CAMPUSES . . . FLOOD, Continued from Page 7


than with us! The process was arduous, but collaborative. We persevered with patience and a sense of humor!


BY THE NUMBERS: 2010 12,585 students enrolled (Down 96 from 2009) (83.2% undergrads; 16.8% grads): 52.4% Male; 49.6% Female. TOP UNDERGRAD PROGRAMS BY DEGREES AWARDED (2,356): 1. Business, Management, Marketing & Related Studies, 15.3% (ranked 1 last year) 2. Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 14.3% (ranked 2 last year) 3. Liberal Arts and Sciences, General Studies and Humanities, 10.6% (ranked 3 last year) 4. Education, 9.4% (ranked 4 last year) 5. Communication, Journalism and Related Programs, 7.4% (ranked 5 last year) TOP UNDERGRAD PROGRAMS BY ENROLLMENT (10,474): 1. Homeland Security, Law Enforcement, Firefighting and Related Protective Services, 14.9% 2. Business, Management, Marketing & Related Studies, 12.4% 3. Education, 8.6% 4. Parks, Recreation, Leisure and Fitness Studies, 6.4% 5. Liberal Arts and Sciences, General Studies and Humanities, 6.4% WIU FACULTY (648) • Professor

............. Professor . . . . . • Assistant Professor. . . . . . • Lecturers . . . . . . . . . . . . . • Associate

29.6% 28% 25.6% 16.7%

Men in all Ranks . . . . . . . . . . 56.1% Women in all Ranks . . . . . . . 43.8%

Categories, terms and information taken from the Illinois Board of Higher Education 2011 Data Book

Western Illinois University President


309-333-0520 •

Representing faculty, staff and ProTechs Located In Macomb, west of Springfield, north of St. Louis

The meetings re-emphasized the importance of instructors submitting their Annual Service Reports in February to highlight professional activities. The students’ evaluations and the chairs’ evaluations kick off the rehiring process each year. With money tight and programs competing for academic dollars, fluid instructor positions must be preserved. We added new language on step-by-step progressive discipline to document unprofessional behavior of instructors and to keep chairs aware of their active roles in managing people. Because bullying has been a problem with superiors targeting instructors, we had to create protective language. Harassment that deliberately and repeatedly degrades a colleague cannot be tolerated in a healthy work environment. Instructors will now have a process to follow to report bullies. To deal with the Business College accreditation requirements, business negotiators created a well-designed chart with point values for professional activities so instructors can stay current in their fields. NIU’s provost is requiring faculty to electronically file their service reports using digital measures. We seized this opportunity to tie this with computers for instructors. Some instructors have a good office PC while others are struggling with aged equipment. Three bull pens of Comms and English instructors share one or two old computers and one printer. Instructors need up-to-date and serviceable computers. We will stay vigilant. Negotiating with the administration is only one facet of our job. We work daily with administrators to resolve issues with chapter members before they become full-blown formal grievances.

8 • 2011 UPI Annual Report

OUR TRUSTEES . . . . . . improving the rules and regulations Policy review

tional changes include:

The trustees had been reviewing all of the UPI Policies and

Procedures since 2010. We were very happy when they were

brought to the Executive Board and passed in October. Work continues on establishing a

more comprehensive UPI offi-

cer salary policy. Our goal is to

have this policy in place before the next election.

• adding representatives from NIU and UIS to the Trust-

ees/Audit Committee,

increasing the composition

from five to seven members.

• including representation

from the Retirees Chapter at the House of Delegates.

• adding language regarding

special elections should an elected delegate or elected chapter officer (other than

Constitution/By-Laws Review Committee

the chapter president) be

Trustees reviewed the pro-

the special election.

posed changes of the Constitu-

tion and By-Law Review Com-

unable to fulfill their posi-

tion along with timelines for

Members of the Constitution/

mittee and this was brought

By-Laws Review Committee

approval in October. Constitu-

Flood, Marsha Katz, John

to the Executive Board for

included: Hank Davis, Sandy Murphy and Lydia Morrow Ruetten as chair.

Lydia Morrow Ruetten Chair, Trustees Committee

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

tors’ reports. We made recom-


in regards to direct-deposit

Trustees welcomed Mark

that all compensation will

joining us in September, replac-

mendations on changing policy compensation and recommend

Sudeith as our newest trustee,

be paid directly through the

ing Yvonne Morris from CSU.

Other contributions

Local payroll process. In light

In addition to reviewing

ments this year that will affect

members of the Trustees/Audit

we will continue to watch the

statements and make recom-

will also discuss a process for

of the large number of retire-

policies and other documents,

the money coming into UPI,

Committee review financial

financials very carefully. We

mendations to approve audi-

declaring financial exigency.

We are sorry to lose Martha Klems from WIU, who will retire in May. We commend Martha

for her service as a trustee and her commitment to UPI.

Thanks Martha, we wish you the best!

IFT and 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

2011 UPI Annual Report • 9

OUR IFT SERVICE DIRECTORS . . . . . . assisting the ‘south side’ of UPI THIS PAST YEAR HAS been a productive one for the UPI “South Side.” At Western, after merging the

coming year.

chapters, we success-

The Association of Graduate Employees

tiations on the 5-year

that includes substantial wage increases

fully concluded nego-

Pro-Tech contract. Wage and benefit

increases as well as Dave Beck, IFT

IV title. We hope to add more titles in the

improved protections against outsourcing

are just a few of the gains won. Overall,

the chapter at Western is adjusting to the

new University Administration as well as continuing to protect its members’ rights

through effective grievance administration. At UIS, we completed negotiations for

both chapters. The Support Staff Chapter tenaciously managed to win two years of wage increases as well as improved

language for, among other things, overtime for the building service and police

successfully negotiated a four-year deal

—bringing them closer to alignment with the GA’s at the other two UI campuses.

Conrad Bowling. Although the state and

national environment continue to be less

than conducive to bargaining, the team is hopeful that, through IBB, the team can

successfully communicate its needs to the administration.

The team was also able to obtain substan-

I want to include in this report a call to

the contract. Another big feat — with the

time non-tenure track and tenure-track

tial language improvements throughout

upcoming election, AGE will have officers for more than three years in a row, an

important achievement for a unit that is comprised of two-year employees!

In addition, the UIS faculty organizing

campaign is going full-steam. The organizing committee continues to grow, enjoying

great support from among faculty throughout campus. Keep your ears open for calls for help as the campaign progresses!

dispatch members. Meanwhile, the group

The chapter at Eastern is preparing for

unit, organizing the Food Service Worker

has agreed to try Interest-Based Bargain-

successfully added a title to the service

ing, with the help of FMCS Commissioner

their next round of negotiations. The team

organize. With a recent victory at UIC (fullfaculty) and active campaigns at UIUC and UIS, now is the time to consider whether

any other universities or any other workers on our campuses that still need to be

organized. The first that comes to my mind are the tenure-track faculty at NIU and

ISU. Regardless of what experiences we may have had in the past, we should be

identifying people we know at these places and talking with them about the potential for forming a union of their own. So, if

you have friends, neighbors and others

that aren’t yet organized, give their contact information to Jamie Daniel or me, so that we can follow up on it.

. . . negotiating in UPI’s ‘northern region’ IT WAS “THE YEAR OF ne-

method, morphed first into

contracts, we finally settled on

the “northern region.”

face of extreme recalcitrance

increases, new sick bank and

gotiating continuously” here in

Negotiations at NEIU, which had begun with a valiant at-

tempt to use the

FMCS’s recom-


InterestBased Bar-

Jamie Daniel, IFT gaining

10 • 2011 UPI Annual Report

traditional bargaining in the

on the part of the administration, and then into mediation

after the university hired a new outside attorney who seemed hell bent on extending the

process as long as possible. After numerous marathon

sessions with FMCS mediator Tom Jeffries, the intervention

of State Sen. (and NEIU grad)

Iris Martinez, and two refusals by membership to ratify draft

a four-year agreement with

parental leave language, and

improved grievance and sanction/termination procedure

language. This was a very, very tough fight, but the membership remained united and

very creative throughout the marathon process.

Likewise, negotiations took longer and were more frustrating than initially expected

at Chicago State, where the administration team tried many interesting and unique strategies to delay, confuse, and complicate the process, apparently hoping we would give in and give up in response. These included arguing amongst themselves at the table, not showing up with promised language and, in one instance, passing two very different versions of proposed language for the same article simultaneousPlease see DANIEL, Page 13

OUR SECRETARY-TREASURER . . . . . . prevent job erosion, keep organizing UPI OFFICERS AND THE UPI Executive Board are working hard to maintain our financial position. Preliminary information from our auditor indicates that 2012 revenues and expenses closely matched our operating budget. Financial Hank Davis results for 2012 Secretary-Treasurer and 2011 are comparable and both are significantly less than our 2009 operating deficit. As we enter 2012, our financial difficulties mirror those of the Illinois economy and are compounded by increasingly hostile political and legislative environment. In order to improve our financial position we need to continue looking for revenue increases and/or expenditure decreases.

They provide us with a larger, stronger voice and allow us to stand strong together with our other labor brothers and sisters. These connections provide us with research, communications and other skills and technologies that we could not afford on our own. In the past three years we have further reduced total compensation expenses by $160,000 and, given our current structure, there is minimal potential to reduce this expense. Chapters are the core of our union and we cannot reduce chapter support. While there may be some opportunities for minimal reduction in our Office Operating Expenses, in the short-run, we have few opportunities to reduce operating costs. In the long run, we need to further leverage re-


sources of our AFT and IFT affiliates, and adapt our structure to embrace technology and improve operating efficiencies,


In order to increase revenues, we need to increase the number of dues-paying members. Therefore, we must do the following: 1. bringing in new job classifications into the unit, 2. preventing the administration from reclassifying jobs for the sole purpose of moving jobs out of the bargaining unit. An increased level of members impacts our financial position, of course. But more importantly more members and more active members increase the vitality of UPI.

2012 Local 4100 Expenditures Per Capita Payments to IFT / AFT

The majority of our expenses are payments to the American Federation of Teachers (AFT) and to the Illinois Federation of Teachers (IFT) of per capita dues. These “per cap” payments connect us to the larger union movement and are essential in our current labor environment.

Officer, Staff and CU Compensation Chapter Support Office Operating Expenses

UPI Members: VOTE! It’s your right and your responsibility Review candidates statements on the UPI web page

Do not miss the April 20 postmark deadline. to return your ballot.

Questions? email Kathy McConnell at

2011 UPI Annual Report • 11

OUR GRIEVANCE OFFICERS . . . Workplace Bullying: From complaint to grievance IN A RECENT PRESENTATION to mem-

bers of Illinois Federation of Teachers’ staff (“Workplace Sensitivity,” November 2011),

Constance Cordovilla, associate director of human rights and

community relations, American Federation of Teachers, defined

workplace bullying as “repeated, unreasonable actions of indi-

David Carpenter viduals (or a group) Grievance Officer directed toward an

employee (or a group of employees), which are intended to intimidate, degrade, humiliate or undermine; or which create a risk to the health or safety of the employee(s).”

Article 12, which stipulates in part: “In accordance with applicable statutes and regulations, existing and/or to be implemented, it is the intention of Northern Illinois University to establish an environment for learning and service that is free from all forms of harassment, including workplace bullying. Workplace bullying generally is repeated behavior directed toward an employee (or group of employees) that harms, intimidates, offends, degrades, or humiliates an employee(s). Workplace bullying can cause physical, psychological, and emotional harm to students and employees, interferes with the educational and work environments, and can lead to a reduction in productivity and morale among employees or students.” Article 12 further provides formal means

At the present time, none of UPI’s negoti-

by which employees can seek redress from

provisions explicitly intended to protect

other words, what may have been previ-

Northern Illinois University, thanks to NIU

two employees — one bullying and one

her negotiating team, that campus-specific

sponsibility contractually. What may have

tually. Awaiting ratification by the NIU /

(or more) employee(s) over being bullied,

Collective Bargaining Agreement contains

a grievance against the employer.

ated contracts with seven universities has

the employer for workplace bullying. In

employees against workplace bullying. At

ously viewed as an issue between, say,

/ UPI Chapter President Sandy Flood and

bullied — will become an institutional re-

protection is about to be provided contrac-

been viewed as only a complaint, by one

UPI membership, the 2011-2016 NIU/UPI

may be addressed formally in the future as

Without such contractual protection

against bullying, and because employees aren’t legally/contractually entitled to

grieve the actions of other employees (i.e., grievances are between employers and employees legally), incidents of work-

place bullying at the campus level have been viewed customarily as complaints made by individuals who have felt or

viewed themselves as bullied. Strictly

and contractually speaking, employers haven’t been required to address such

complaints as their responsibility, even though state and federal laws require

safe, harassment-free workplace environments. Common sense tells us that workplace bullying will affect a workplace environment negatively.

So, how do UPI members who believe

they are being bullied in their workplace, but whose contracts lack anti-bullying

provisions, turn their complaints against a bullying fellow employee into a griev-

ance against their employer? What should you do, for instance, if you feel bullied by

your department’s assistant chair, who is a quasi-administrator but a fellow employee nonetheless?

Grievance Officers CSU

Steve Rowe, 773.995.2414


Tim Shonk, 217.581.6310


Edna Fry, 708.534.4949


Cyndi Moran, 773.442.5977

12 • 2011 UPI Annual Report


John Dickerman, 815.753.3101

UIS (Bulding Service Workers)

Frances “Critter” Chaplin, 217.415.9939

UIS (Kitchen Workers) Jay Chaplin, 217.206.6768

UIS (Clerical and ProTech Workers) Normajean Niebur, 217.206.6301


Gayle Carper, 309.298.1339

UPI Local 4100

David Carpenter, Grievance Chair 312-663-5916, X-18

DANIEL, From Page 10 ly. Our team remained focused and far more organized, and we were

finally able to settle in August. The contract is for four years, includes increases and improved consulta-

tion and other language, and, most importantly, we were successful in pushing back some extreme takeback proposals initially passed as

“must haves” by the administration. However, we continue to experience implementation problems at CSU and what seems to be a generalized “contract? What contract?”

UPI GRIEVANCE COMMITTEE Seated: Gayle Carper, WIU; Cyndi Moran, NEIU; Ellie Sullivan, UPI President; David Carpenter, UPI Grievance Chair and UPI Executive Vice President; Janet Grange, CSU and associate grievance chair. Standing: Kathy McConnell, UPI staff; Steve Rowe, CSU; Dave Beck, IFT field service director; Jamie Daniel, IFT field service director; John Dickerman, NIU; Edna Fry, GSU.


Once your department chair

to provide and maintain

First, document the bullying

sented with your documen-

ment, and about that failure

incident in detail immedi-

ately after the incident: i.e.,

memorialize in writing what

was said or done, by whom it was said or done, when and

where the incident took place, and whether there were witnesses to the event.

Second, contact your UPIchapter’s grievance officer and share with her or him your documentation so that it can be made as effectively detailed and clear as possible. Third, make an appointment to meet with your department chair or supervisor; ask the grievance officer to attend the meeting with you as a witness; and during that meeting present to your chair or supervisor a copy of your documentation about the bullying incident.

or supervisor has been pre-

tation, thereby having been informed you believe you

have been bullied by a fel-

low employee (an assistant chair or not), the bullying

incident you believe you have suffered has been refocused

for direct action as an institutional problem, a workplaceenvironment (contractual)

problem that the employer must remedy.

Because workplace bullying is defined usually as repeated behavior, it’s extremely important that you create a paper trail immediately

after each bullying incident, and that you present the

documentation to your de-

partment chair or supervisor. Your chair’s or supervisor’s failure to address the issue

remedially becomes an institutional (employer’s) failure

a safe workplace environ-

a grievance can be filed by

you or UPI against your employer.

Workplace bullying can have deleterious effects upon our inner and outer lives, ultimately affecting the performance of our duties, and we must react to incidents of bullying with courage and tenacity in a professionally formal way. Addressing such incidents formally will not only expose the bullies among us; it will change the focus from tolerance of destructive behavior to improvement of professionalism in the workplace environment. Realizing that change in focus and improved professionalism will allow all of us to be better able to serve our students.

approach on the part of HR and the Legal Services Department,

which we have countered with both several ULPs now before the IERLB and vigorous exercise of the grievance process.

In addition to these protracted

UPI campaigns, my time has been

devoted to successful negotiations

at the University of Chicago Laboratory School (my first experience

with a private employer) and with

IFT as a member of the Professional Staff negotiating team. However

stressful it has been at times to serve as lead negotiator for UPI and other IFT locals, nothing is as stressful as

bargaining for one’s own bargaining unit members, and I admire those

of you who have stepped forward

to do this on your campuses all the more after this experience.

I have also been appointed staff

liaison to the IFT Universities and

Colleges Council, and in that capacity will be working, together with

Nick Yelverton and other IFT field service directors, to develop and

improve structures for information

sharing and other strategic cooperative efforts among all IFT higher education constituencies.

2011 UPI Annual Report • 13


. . . fighting the 2011 battles into 2012 AFTER A DIFFICULT year, I

no clear solution to the Down-

seems to be serious discussion


more about our successes

Note: See sidebar on the next

requiring an increase in em-

Many university employees rely

state universities and public

for their dependents. Employ-

of the cost for their employees’

ing seven years or more for a

as limiting re-employment op-

year, I have received numerous


describing how this benefit not

and our own profession.

In essence, the discussions

chose to work at an Illinois pub-

over the past year. Through


need to increase their contri-

able to hold off attacks on our

On the pension front, the

had hoped to be able to write rather

than the

challenges that lay ahead.

We have

had some John Miller Legislative Chair great successes

your efforts last May, we were pensions, retiree health care,

the 50 percent tuition waiver

and even the elimination of an HMO option for our Down-

state members. During a wild Memorial Day Weekend, we

state HMO problem. (Editor’s page.) I wish that I had some-

thing more positive for you, but in an election year, there seems to be more political posturing

than a dedication to solving the problems. I am not saying that

the house is on fire, but we will need our collective strength to

protect, again, public education

speaker of the Illinois House, the Senate president and the

governor still seem driven by cuts in benefits rather than

identifying revenue sources to pay the state’s past failures to

surrounding proposals about ployee contributions, forcing

on the 50 percent tuition waiver

schools districts to pay some

ees earn the waiver after work-

pensions and other cuts such

state university. During the last

tions for those receiving a state

messages from our members

only is one of the reasons they

seem to suggest that employees butions, and schools need to

contribute to the pension fund.

also amount to the state cutting

nate this benefit. We were able

tion and K-12 schools.

hardship that this would

phone calls and emails you

Illinois Constitution but would

there was an attempt to elimi-

funding to both higher educa-

to point out the significant

With the political season al-

higher education.

I think it is important to re-

tee supporters have created

While we may all deserve a

state pensions is approximately

the reality is, even though we

$5.2 billion the state must pay

are many more battles ahead.

billion is simply debt; it is not

break from these challenges,

$1.6 to $1.7 billion and not the

have won the first battle, there

this year. The remaining $3.5

children to school.

As you may recall last year,

fully fund the pensions.

member that the true cost to all

means for them to send their

This would not only violate the

mobilized to thwart these at-

tacks on state employees and

lic university but is also the sole

ready upon us, Civic Committheir own political action com-

cause, thanks to the many

and our allies made to legislative offices.

mittee (the “We Mean Business

Despite this success, we are

running against those who

the General Assembly. To pre-

PAC”) to help fund candidates

currently fighting two bills in

believe in the Illinois consti-

pare for this, we are continuing

tutional protections of

Save Our Waivers

a pension payment in the true

our pensions. This PAC

the failure of the state to pay its

$250,000 to support

Visit our web site,

willing to “reform” Illi-

our guestbook http://

sense, but a payment due to

has raised more than

share during the last 20 years.

candidates who are

read our stories, sign

As I write this article, it seems

Imagine the different conversa-

nois pensions. Don’t be

We are in for almost a repeat of

if the state had to pay only the

ing discussions about

having this conversation?

Mean Business PAC” is

Despite this reality, there

eliminate our pensions.

Though our will is strong, we

will need to pull together once again to win the day.

like Spring 2011 all over again. last year as we are already en-

countering attacks on our pen-

sions, attempts to eliminate the 50 percent tuition waiver and

14 • 2011 UPI Annual Report

tion we would be having today

fooled by the mislead-

$1.6 billion; would we even be

pensions; the “We

just another attempt to

Visit us on Facebook, read our stories, “like” us.

to develop a more aggressive campaign. Your stories are leading the

way as we continue to explain that

equal access in all counties to all insurance options.

this benefit is extremely important

In essence, the legislation would

university system as a whole.

all state employees have similar

not only to our members but to the

HEALTH CARE Finally, health care remains a major concern. We finally see a little bit of hope as the governor has

recently taken the first step in issuing new bids by offering a request for public review for the solicitation of potentially new contracts for Downstate health insurance

carriers. This is just an initial step in the right direction but many

more steps need to be taken. We

are pleased to see the General Assembly continue to take an active role in this issue including pos-

sible legislation that would require

require that the state ensure that

access to similar insurance options. We have pushed and will continue to push this issue with the gover-

nor and Department of Health and

Human Services. I suspect that this March and April, we will again be

calling on our collective strength to preserve common sense.

Despite the naysayers last year, we pushed forward and pushed back the attacks. We will again need to work collaboratively to preserve

our profession and public higher education in Illinois. I am confident, that even if we face some

UPI, along with IFT and AFT, watches out for you and your interests in Springfield and in Washington.

Let’s face it: WE NEED IT. Sign a COPE Card and offer huge support for your interests in Springfield. We will watch out for Health Alliance and

Good news for 241,000 state employees, retirees and dependents outside the Chicago area arrived at the end of February — after deadline. The Springfield State Journal-Register reported that a bipartisan legislative panel — the Commission on Government Forecasting and Accountability — voted unanimously to allow Urbana-based Health Alliance to bid on a supplemental state health care contract. As you probably remember, Health Alliance and Humana — important for the health care of many Downstate university employees —lost bids; Health Alliance sued. As part of the settlement, the Illinois Department of Healthcare and Family Services requested the vote. The contract between Health Alliance, as well as Humana, Personal Care and Health Link, will take effect July 1 and can be renewed for five more years.

setbacks, our actions will prevail.

Sign a COPE card

Sign a COPE Card, designating a small part of your paycheck to pursue our shared legislative objectives.

Health Alliance, Humana back in the game

SULLIVAN, Continued from Page 1 UPI has been conducting a constitutional/by-laws review to insure federal and state election law compliance. In addition, there are changes that have been recommended by the Trustees/Audit Committee and the UPI Executive Board. These recommended changes will be on the ballot in the coming election for approval by the membership. We’ve posted election information and a timetable for you on our website at

Ask your chapter president for a COPE Card (Committee on Political Education). Your payroll office will deduct the amount you specify. It’s easy but it makes a huge difference to you and your family.

Humana, the 50% Tuition Waiver Elimination Bill and, as always, your pensions. We may not win every time, but you have friends in the Capitol. Let’s face it: YOU NEED IT.

I have also attended AFT Program and Policy Council meetings, the AFT Presidents’ conference, all Illinois Board of Higher Education meetings, the Chicago Federation of Labor meetings, the Illinois Federation of Teachers’ executive board meetings and retreat, and visited every campus. I have attended fundraisers, met with many key state legislators and recently with several candidates. There will be a leadership conference this summer for our newly elected and “veteran” leaders as we prepare for the next three years. Again, thank you for all you do, have done and will do for UPI. As you’ve heard so many times and I absolutely believe – YOU ARE THE UNION. You are the reason for our success. 2011 UPI Annual Report • 15


2011 House of Delegates:


GSU Delegation:

Seated: Lydia Morrow Rueten, Maribeth Kasik, GSU Chapter President Marsha Katz. Standing: Bruce Wilson, Jeannine Klomes.

CSU Delegation: Row 1: Beverly Meyer, Carol Leach, Ellie Sullivan, Laurie Walter, Virginia Shen, Sabata Busch. Row 2: Eric Shen, Devi Potluri, Jesse Wang, Guang-Nay Wang, Mark Sudeith, Ben Liu, Kathleen Haefliger.

EIU Delegation: Row 1: Janet Carpenter, Gary Fritz, EIU Chapter President John Allison, Bailey Young, Stacey Knight-Davis, Jeannie Ludlow and Sheila Simons. Row 2: Sace Elder, Barbara Lawrence, Charles Delman, Carol Jean Dudley, Ann Fritz, Evgeny Gordon. Row 3: Christopher Mitchell, Jonathan Blitz, Jonathan Coit, Peter Wiles, Audrey Edwards, David Carpenter.

16 • 2011 UPI Annual Report

NEIU DELEGATION: Row 1: Ed Hunt, John Murphy, Terry Schuepfer, Nancy Matthews, Jill Althage, Russell Benjamin, Shelley Bannister. Row 2: Michael Amato, Richard Grossman, Mary Ellen McGoey, Tim Barnett, Effie Kritikos, Jane Weintraub, Amy Hendricksen, Chuck Steinwedel.

NIU DELEGATION: Seated: Ben Stone, Chapter President Sandy Flood, Toma Heldt. Standing: Lori Lawson, Stacey Short, Jason Akst.

UIS DELEGATION: Seated: Ann Cole, Staff Chapter President Normajean Niebur, UIS-AGE Chapter Vice President Ian Tolberman; standing: Cheryl Pruitt and Frances "Critter" Chapin. WIU Delegation: Row 1: Julia Albarracin, Lora Wallace, Martha Klems, Amy Carr, Peter Cole, Erin Taylor. Row 2: Bill Thompson, Patrick Stout, Marty Maskarinec, Steve Rock, Maurine Magliocco. Row 3: Phil Weiss, Molly Homer, Jana Deitz, Karen Sears. Row 4: Michael Illovsky, Jim Caldwell, Jeff Hancks, John Stierman, Walter Kretchik, John Miller. 2011 UPI Annual Report • 17






1. Support for appointment of faculty to Boards of Trustees.

Lobby legislators to amend laws prohibiting state employees from serving on governing boards.

Referred to Exec Bd to be combined with #13.

Executive Board.


2. Support pension funding by the State of Illinois

Lobby at the state level.

Adopted as amended.

Legislative Committee.


3. Shared governance necessary to quality higher education.

Organize opportunities for faculty involvement; post positional statement; monitor shared governance on campuses; make resources available on web site.

Adopted as amended.

Local and Chapter Executive Boards.


4. Higher education finance and academic standards.

Advocate for the inclusion of university faculty in the formulation of program quality evaluations; forward to 2013 IFT Convention.


Local and Chapter Executive Boards; Legislative Committee; IFT.


5. Educating membership / public regarding climate change and environmental degradation.

Encourage AFT to undertake such an education program; forward to 2012 AFT Convention.




6. Commendation to IFT Leadership.

Commend and encourage IFT leadership for their actions in these difficult times.


Sent to IFT.

7. Support for single-payer health care system in Illinois.

Explore and support ways to create a single-payer health care system in Illinois; refer to 2013 IFT Convention.


Legislative Committee and IFT.


8. Collaborate with students in political education and activism.

Seek to engage students and devise and implement strategies to defend and strengthen public education in Illinois.


Chapter Executive Boards.


9. Illinois Procurement Act.

Urge Illinois legislators and the governor to amend or replace the Illinois Procurement Act to make it less bureaucratic and more productive.

Adopted as amended.

Legislative Committee.


10. UPI Cares.

Create committees at all chapters to serve the needs of the disadvantaged; create a committee at the local level to share information.


Chapter Executive Boards and Local Executive Board.


11. Best practices for use of social media in the academic workplace.

Develop and share best practices regarding effective and appropriate use of social media in the academic workplace.


Local Executive Board.


12. Boycott states denying workers rights.

Refuse to spend money in states that deny collective bargaining rights to public-sector employees; refer to 2012 AFT Convention and 2013 IFT Convention.

Referred to Local Exec Board

Local Executive Board; IFT; AFT.


13. Support election of faculty and /or academic support staff to Board of Trustees.

Lobby legislators to amend laws prohibiting state employees from serving on governing boards.

Referred to Exec Bd to be combined with #1.

Executive Board.


14. Support of Campaign Finance Reform

AFT should work to develop rules to develop a public finance election system; UPI and IFT should work to develop a similar system for the state of Illinois; Refer to IFT Convention 2013


UPI Legislative Committee; AFT; IFT.


18 • 2011 UPI Annual Report

Status of 2011 House of Delegates Resolutions RESOLUTION





15. IFT Convention in Illinois.

IFT Convention should be hosted in the State of Illinois. Refer to IFT Convention 2013.


UPI Executive Board.


16. Political candidate training and development program.

Develop a Candidate Training Program in cooperation with the IFT and the Illinois AFL-CIO to help identify issues and run effective campaigns. Refer to 2013 IFT Convention and 2012 Illinois AFL-CIO Convention.


UPI Legislative Committee; IFT; Illinois AFL-CIO.


17. Illinois deficit and revenue.

Commend those legislators who supported the increases in individual and corporate income tax; encourage the pursuit of additional sources of revenue.


UPI Legislative Committee; IFT.


18. Establish Soaring Eagle Award.

Recognize members who go beyond the requirements of their jobs to improve their community.


UPI Executive Board.

Nov. 19, 2012.

During the annual House of Delegates, representatives from UPI campuses present resolutions, which delegates debate and vote on. Clockwise from left: Devi Poturi from CSU; John Allison from EIU; delegates from NEIU; and John Miller from WIU.

2011 UPI Annual Report • 19

HOUSE OF DELEGATES A Friday evening Awards Reception opens the House of Delegates. Here UPI President Ellie Sullivan inducts Patrice Stearley, long-time activist from NEIU, into the UPI Wall of Fame. Ellie is saying that, like herself, Patrice became involved in UPI when she was asked to do a really short assignment.

Clockwise from right: WALTER McMAHON, professor of both economics and educational organizational leadership at the UIUC, speaks Saturday. UIS DELEGATES Frances “Critter” Chaplin, Cheryle Pruitt and Ann Cole.

DAVE BECK, IFT field service director, and Ian Toberman, vice president the UIS Association of Graduate Employees. RECORDING SECRETARY Normajean Niebur and the money generous UPI delegates donated to the We Are One coalition of activists in support of Wisconsin trade unionists, who face the loss of their collective bargain rights.

20 • 2011 UPI Annual Report

ABOVE LEFT: All three of the IFT officers visit the UPI House of Delegates, President Dan Montgomery, Executive Vice President Karen Lewis and SecretaryTreasurer Marcia Campbell. ABOVE RIGHT: NIU Chapter President Sandy Flood; speaking is MaryBeth Kasik of the GSU Delegation; and Lydia Morrow Ruetten, GSU. LEFT: UPI Secretary-Treasurer Hank Davis, Recording Secretary Normajean Niebur and Executive Vice President David Carpenter.

LEFT: From the NIU delegation, Jason Askt, Lori Lawson and Stacey Short.

2011 UPI Annual Report • 21

TELLING OUR STORY CLOCKWISE from top left: UPI members support trade union activists in Wisconsin, visiting Madison and joining in demonstrations in Charleston. Springfield and elsewhere. UPI members at Northeastern Illinois demonstrate on campus. UPI Retirees: seated: Mary Ann Schwartz, Ed Hunt, Dick Brewer, John Murphy; standing: Maurine Magliocco, Audrey Edwards and her husband, and Howie Silver. A protestor at Northeastern.

The dregs of 2010: The tax increase we chanted for at the

March 2011

(See Pages 18-19). We pass the

tion meeting in the library.

union workers in Wisconsin.

03.24.11: Energized members

hat and raise cash for imperiled

rally in Spring 2010 goes into

03.04.11: It’s a “growth year”

not nearly enough to offset

meet with campus liaisons in

03.11.11: When the NEIU

out the year and membership

isfactory contract, NEIU / UPI

of NEIU retiree John Murphy.

President Ellie Sullivan tele-

phy’s report on Page 5.

Hahs requesting a return to

03.04 & 05.11: Our 2011

Terry Schuepfer tweets the

effect Jan. 1, 2011. It helps but a state debt bigger than the American Dream.

February 2011 02.21.11: UPI members head north to support Wisconsin

activists as collective bargain-

for the UPI Retirees. Officers

Chicago three times through-

Administration offers an unsat-

grows under the leadership

members respond: NO. As UPI

Read Retirees President Mur-

phones NEIU President Sharon negotiations, Chapter President

ing faces a serious threat. This

House of Delegates legislative

news across campus.

and summer in Wisconsin and

are high. Patrice Stearley is

03.17.11: Less than a week

of Fame, Professor Walter

rally, attracting hundreds of

threat continues into spring elsewhere.

02.28.11: NEIU / UPI rallies for a fair contract continue through much of 2012.

22 • 2011 UPI Annual Report

update is bleak but our spirits inducted into the UPI Wall

McMahon and Nick Yelverton are Saturday speakers and

delegates act on 16 resolutions

at U of I Springfield participate in the Professional School-Related Personnel Conference.

03.29.11: A resignation on the WIU / UPI Executive Board

results in the chapter holding

a special election managed by

IFT and UPI. It also results in a revision of UPI regulations to

more efficiently handle special elections.

April 2011

later, NEIU / UPI members

faculty, staff and students, who


across campus to an informa-

sentations at AFT’s Higher Ed

march from the student union,

Three UPI leaders give pre-

CLOCKWISE from top left: Retirees at the WE ARE ONE

UIS’s Frances “Critter” Chaplin

RALLEY in Chicago.

meets AFT President Randi Weingarten at the PSRP conference.

UPI members from across the

Issues Conference, President

administration’s proposals have

President David Carpenter and

paid and least empowered em-

Ellie Sullivan, Executive Vice

NIU / UPI Chapter President Sandy Flood.

04.01.11: The NEIU Adminis-

trations offers to NEIU / UPI an unsatisfactory contract again.

NEIU / UPI members vote NO again. And faculty, staff and

students rally again. “So far, the

unfairly targeted our lowest

ployees,” NEIU / UPI Chapter

President Terry Schuepfer says.

04.07.11: NEIU / UPI mem-

bers rally and faculty, staff and students sign petitions backing union efforts. Their rally ends in a visit to the Board of Trustees — again.

state join in at the We Are One

NEIU / UPI Chapter President

Ralley in Chicago.

Terry Schuepfer leads a rally.

04.09.11: UPI is there at a

Award honoring volunteerism.

sponsored by the WE ARE

July 2011

huge “Rally for Wisconsin,” ONE coalition. Thousands of

workers pack Chicago’s Daley Center in a powerful show of

support for Wisconsin workers

— and for collective bargaining.

07.22.11: UIS / UPI staff and UPI Local officers and staff

picket in extreme temperatures on the Springfield campus.

04.12.11: UIS / UPI Chapter

Members, working without a

honored with the UIS Star Staff

crave a just contract.

President Normajean Niebur is

contract for more than a year, 2011 UPI Annual Report • 23

CLOCKWISE from top right: CSU / UPI Chapter President

Turnout at the August Leader-

Laurie Walter at the Leader-

ship Conference, held in

ship Conference.

Chicago, is excellent.

UIS’s Cheryle Pruitt gives an

Carla Johnson and Mar-

interview with a TV station

sha Katz, both of the GSU

during the march for a fair

Chapter, at the Leadership



August 2011

on leadership. Experts focus on member-centered topics: legislative action, grievance

September 2011

protection, internal and external

09.30.11: At the Rich Dulka

tions and communications.

faculty and staff mingle with

we do, the students we serve

08.29.11: IFT Vice President

Illinois and enjoy a barbecue to

education they came here to

Dan Montgomery visit teachers

08.05.11: The UIS staff ap-

proves a contract after more

than a year at the negotiations table. “Without the hard work

could not receive the excellent get,” UIS / UPI Chapter President Normajean Niebur says.

08.12 & 13.11: Looking ahead

to fall semester, UPI focuses

24 • 2011 UPI Annual Report

organizing, contract negotia-

Mid-Illinois Labor Picnic,

trade activists in East Central

John Miller and IFT President

celebrate Labor Day.

in the Illini Bluffs Federation

09.17.11: As the semester

district outside Peoria. The

Wall Street movement in New

testing of teachers.

“We are the 99%”. The protest

of Teachers striking the school stumbling block: random drug

opens, so does the Occupy York City with the slogan,

arrives on UPI campuses in

various ways: students camp out or attend informational meetings.

09.08.11: CSU leaders meet

with UPI members to discuss

a ratification vote on the most recent offer.

October 2011 10.26.11: UPI is there to

vigorously protest the State Legislature’s attack on the

CLOCKWISE from top left: A very happy Sophia Mihic of Northeastern Illinois hugs State Sen. Iris Martinez, who helped settle negotiations, at the celebration of a contract. NEIU / UPI Chapter President Terry Schuepfer; UPI President Ellie Sullivan; IFT Field Service Director Jamie Daniel; and State Sen. Iris Martinez, during the the celebration of a contract. CSU / UPI members attend a contract ratification meeting to learn details of a bargaining agreement they ultimately approve. UPI President Ellie Sullivan visits her home campus, Chicago State, with the December faculty and staff luncheon. CSU / UPI Chapter President Laurie Walters, with Vice President Mark Sudeith and UPI Local 4100 President Ellie Sullivan at the CSU ratification meeting.

pensions of university employ-

by throwing a “Celebrate the

Illinois University Carbondale

tier pension with significantly

tors, colleagues and students

negotiations fail. It is over by

ees. New hires face a second fewer benefits although the cost is the same or more.

November 2011 11.01.11: NEIU / UPI cel-

ebrates the long-fought for set-

tlement and the new contract

Contract” party. Administraall mingle and enjoy great

food. State Rep. Iris Martinez proves to be a real friend to

UPI and Northeastern Illinois when she steps in and helps

walk off the job Nov. 3 after

surer Marcia Campbell visiting campus.

Nov. 10 when the administra-

11.18.11: IFT Vice President

to the IEA-affiliated union.

the IFT Higher Ed Constituen-

tion offers a favorable contract

11.18.11: IFT’s PSRP Day

settle negotiations.

features members of the UPI

11.03.11: Faculty at Southern

video with IFT Secretary-Trea-

/ UIS Chapter in a statewide

Ellie Sullivan discusses with

cies Council the Performance

Based Funding initiative from the Illinois Board of Higher

Education. For an explanation, see her column on Page. 1.

UPI on the Go March 30-April 1, 2012

AFT Higher Ed Issues Conference

April 10 April 19-22 April 20-21 May 18-19 May 28 June 5 June 18-22 July 4 July 8-11

July 26-30

AFT Convention

COBO Center, Detroit

Chicago Sheraton

Aug. 7

Truman College, Chicago

Sept. 3

Washington, D.C.

Sept. 25

UPI Chicago Office

Oct. 12-13

Robert M. Healey Center, Westmont

Nov. 22-23

UPI Chicago Office closed

Dec. 4

Illinois Math & Science Academy, Aurora

Dec. 24-Jan. 2 Holiday Break

Pheasant Run Resort, St. Charles

July 22-24, 2013

IBHE Board Meeting

AFT PSRP Conference UPI Executive Board Meeting IFT Executive Board Meeting Memorial Day

IBHE Board Meeting

AFT / IFT Great Lakes ULI Independence Day

UPI Chicago Office closed

IFT Executive Board Retreat

Robert M. Healey Center, Westmont

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

IBHE Board Meeting

Chicago State University Labor Day

UPI Chicago Office closed IBHE Board Meeting

Waubonsee Community College, Aurora IFT Executive Board Meeting

Robert M. Healey Center, Westmont Thanksgiving

UPI Office, Chicago, closed IBHE Board Meeting

Adler School of Professional Psychology, Chicago UPI Office, Chicago, closed AFT TEACH

Marriott Wardman Park, Washington, D.C.

July 11-14, 2014

AFT Convention

Los Angeles Convention Center, Los Angeles

UPI Annual Report, Spring 2012  

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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