BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2132
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          Date of Hearing:   April 17, 2012

                       ASSEMBLY COMMITTEE ON HIGHER EDUCATION
                                 Marty Block, Chair
                     AB 2132 (Lara) - As Amended:  April 9, 2012
           
          SUBJECT  :  Public postsecondary education: tenure policy.

           SUMMARY :  Requires the California State University (CSU) 
          Trustees and requests the University of California (UC) Regents 
          to establish policies for faculty tenure.  Specifically,  this 
          bill  :  

          1)Makes various findings and declarations regarding the 
            importance of high quality faculty and the attributes of 
            greater community service. 

          2)Declares Legislative intent that the public higher education 
            segments develop and adopt tenure policies aimed at 
            encouraging the service both to the campus community and to 
            the community outside the campus that is provided by faculty 
            members.

          3)Requires the CSU Trustees and requests the UC Regents 
            accomplish all of the following during the 2013-14 academic 
            year, for implementation commencing with the 2014-15 academic 
            year:

             a)   Develop and distribute transparent criteria for tenure 
               that include service, both to the campus community and the 
               community outside of the campus, as a critical factor in 
               the evaluation of a candidate for tenure.

             b)   Identify and notify tenure track faculty about 
               opportunities for the types of service that fit the 
               criteria developed.

             c)   Encourage and reward participation for service by giving 
               favorable consideration to candidates for tenure that 
               successfully participate in approved service activities and 
               can substantiate how this participation informs and 
               enriches their teaching. 

          4)Requires consultation with academic senates and student and 
            community organizations and taking actions consistent with 








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            applicable collective bargaining agreements in fulfilling the 
            provisions of this bill.

           EXISTING LAW  declares Legislative intent that the UC Regents, 
          CSU Trustees and CCC BOG adopt and develop policies and 
          procedures which ensure that quality teaching is an essential 
          criterion, along with research, in the evaluation of faculty for 
          appointment, retention, promotion, and tenure.  Legislative 
          intent further declares that teaching be given primacy in 
          faculty evaluations and reviews.  

           FISCAL EFFECT  :  Unknown

           COMMENTS  :   Purpose of this bill  .  According to the author, by 
          requiring the segments to develop and distribute transparent 
          criteria that include service, both to the campus community and 
          to the community outside of the campus, as a critical factor in 
          the evaluation of a candidate for tenure, this bill "will ensure 
          service is carried out and that faculty members who engage in 
          service are adequately rewarded."  The author argues that this 
          bill "will set a positive environment for the diversification of 
          faculty by requiring the segments to give favorable 
          consideration to candidates for tenure that successfully 
          participate in service activities and can substantiate how 
          participating informs and enriches their teaching."

           UC tenure policy  .  According to information provided by the UC 
          Office of the President (UCOP), the UC review procedure is 
          designed to ensure that individuals are judged by colleagues in 
          accordance with fair procedures solely on the basis of 
          professional qualifications in matters of appointment, 
          promotion, and salary increases.  Candidates in the regular 
          Professor series are evaluated for promotion and tenure on 
          performance in the following categories:

             1)   Teaching
             2)   Research and creative work
             3)   Professional competence and activity
             4)   University and public service

          An explanation of the process and the criteria for faculty 
          appointment, promotion and appraisal is published in the 
          Academic Personnel Manual (APM), which is available on the UCOP 
          internet website.  Faculty are regularly reviewed by their 
          professional and academic peers in order to assure quality and 








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          the highest standards for the faculty at the UC.  APM assigns 
          the responsibility for this assessment of a faculty member's 
          merit for tenure and/or promotion to the campus's Committee on 
          Academic Personnel (CAP), which is composed of Academic Senate 
          faculty members.  Tenure review is a holistic review of the full 
          scope of faculty activities across the UC mission of teaching, 
          research, and service.  The campus CAP reviews service each time 
          a faculty member is evaluated.  

          Specifically, the criteria for university and public service 
          states that "services by members of the faculty to the 
          community, State, and nation, both in their special capacities 
          as scholars and in areas beyond those special capacities when 
          the work done is at a sufficiently high level and of 
          sufficiently high quality, should likewise be recognized as 
          evidence for promotion.  Faculty service activities related to 
          the improvement of elementary and secondary education represent 
          one example of this kind of service.  Similarly, contributions 
          to student welfare through service on student-faculty committees 
          and as advisers to student organizations should be recognized as 
          evidence, as should contributions furthering diversity and equal 
          opportunity within the University through participation in such 
          activities as recruitment, retention, and mentoring of scholars 
          and students."

           CSU tenure policy  .  Through regulation the CSU Trustees 
          authorize CSU campus presidents or their designees to award or 
          deny tenure to probationary academic employees, using a 
          consultative process that includes tenured faculty, department 
          chairmen and academic administrators.  The CSU collective 
          bargaining agreement with the California Faculty Association 
          (CFA) further establishes the responsibilities of faculty 
          members and the process for performance review for retaining and 
          promoting faculty.  The CSU/CFA collective bargaining agreement 
          identifies the following primary professional responsibilities 
          of faculty: 

          1)Teaching;
          2)Research, scholarship and creative activity; and, 
          3)Service to the University, profession and to the community.
          Each CSU campus is required to establish and distribute an 
          academic personnel manual that identifies the process for 
          evaluating faculty and awarding tenure.  As previously 
          indicated, service is currently one of the three major 
          categories for which faculty members are evaluated.  While the 








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          process of evaluating faculty for tenure may differ somewhat 
          among campuses, generally it begins with the tenured/academic 
          department faculty providing information to department chairs.  
          Department chairs then advise the campus personnel committees, 
          which report to college deans.  Campus presidents are empowered 
          to make the final decisions regarding the awarding of tenure.

           Unidentified problem  .  In reviewing the tenure process at UC and 
          CSU, it appears that the goals of this Legislation are already 
          being met.  Systemwide policies regarding tenure are in place, 
          all campuses appear to have created personnel manuals that 
          provide transparent criteria for tenure review, and service 
          appears to be an established criterion in the faculty review 
          process.

           Legislative involvement and academic freedom  .  The process for 
          awarding faculty tenure has traditionally been left to the 
          public higher education segments.  The segments have developed 
          processes that rely heavily on the involvement of existing 
          tenured faculty and the academic senates.  As previously noted, 
          the Legislature has generally had very little involvement in the 
          faculty tenure process.  Statutory involvement appears limited 
          to intent language directing the systems to establish tenure 
          policies that encourage high-quality teaching and research.  
          This bill would establish specific requirements and processes 
          related to faculty service activities.  The Committee may wish 
          to consider if this bill is an infringement on academic freedom. 
           Further, the Committee may wish to consider if it is 
          appropriate to require the establishment of policies specific to 
          service when existing law is silent on policies related to 
          teaching and research.  

          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on File

           Opposition 
           
          None on File
           
          Analysis Prepared by  :    Laura Metune / HIGHER ED. / (916) 
          319-3960 









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