IFO

 

MANUAL

OF

OPERATING

PROCEDURES

 

 

 

 

The recodification of the IFO Operating Procedures

was adopted by the IFO Board on January 10, 1997.

 

Last revised on October 29, 2009April 3, 2009.

 

Bold typeface connotes text from the Constitution.

 

Chapters 17, 18, and 19 pertain to matters beyond the Constitution.

 

 

 

 

TABLE OF CONTENTS

 

Chapter    Title                                                                                                                                  Page

 

I.          NAME

                  A.  Name............................................................................................................................... 5

 

II.              PURPOSE

                  A.  Purpose........................................................................................................................... 5

 

III.       STRUCTURE

                  A.  Structure......................................................................................................................... 5

                  B.   Delegate Assembly.......................................................................................................... 5

                  C.  Board of Directors.......................................................................................................... 5

                  D.  Local Faculty Associations............................................................................................. 5

                  E.   IFO Operating Procedures (OP).................................................................................... 6

 

IV.       MEMBERSHIP

                  A.  Membership.................................................................................................................... 6

                  B.   Membership in Affiliate Organizations.......................................................................... 7

                  C.  Suspension of Membership............................................................................................. 7

                  D.  Dues and Financial Obligations...................................................................................... 8

                  E.   Membership Records...................................................................................................... 9

 

V.              OFFICERS AND STAFF

                  A.  Officers and Staff............................................................................................................ 9

                  B.   Elective Officers............................................................................................................. 9

                  C.  The Executive Committee (EC)..................................................................................... 9

                  D.  Appointed Personnel....................................................................................................... 9

 

VI.       ELECTIONS AND TERMS OF OFFICE

                  A.  Elections and Terms of Office...................................................................................... 11

                  B.   President....................................................................................................................... 11

                  C.  Treasurer...................................................................................................................... 12

                  D.  Vice-President and Secretary....................................................................................... 12

                  E.   Election of Vice-President, Secretary, and Treasurer................................................. 13

 

VII.     DUTIES OF IFO OFFICERS

                  A.  Duties of IFO Officers.................................................................................................. 13

                  B.   President....................................................................................................................... 13

                  C.  Vice-President............................................................................................................... 14

                  D.  Secretary....................................................................................................................... 14

                  E.   Treasurer...................................................................................................................... 14

 


VIII.    IFO BOARD OF DIRECTORS

                  A.  Board of Directors........................................................................................................ 15

                  B.   Membership.................................................................................................................. 15

                  C.  Directors’ Terms of Office........................................................................................... 15

                  D.  Meetings........................................................................................................................ 15

                  E.   Powers and Duties of the Board................................................................................... 16

 

IX.       COMMITTEES OF THE BOARD

                  A.  Committees of the Board............................................................................................. 18

                  B.   Executive Committee (EC)........................................................................................... 18

                  C.  Standing Committees.................................................................................................... 19

                  D.  Other Committees........................................................................................................ 23

                  E.   Ad Hoc Committees, MnSCU Task Forces, etc........................................................... 24

 

X.              LOCAL FACULTY ASSOCIATIONS

                  A.  Local Faculty Associations........................................................................................... 24

                  B.   Constitution................................................................................................................... 25

                  C.  Officers......................................................................................................................... 25

                  D.  Powers and Duties........................................................................................................ 25

                  E.   Financial Support for Local Associations.................................................................... 26

                  F.   Committees................................................................................................................... 28

                  G.  Appointments to Task Forces...................................................................................... 28

 

XI.       THE GENERAL DELEGATE ASSEMBLY

                  A.  The General Delegate Assembly (GDA)...................................................................... 28

                  B.   Composition.................................................................................................................. 29

                  C.  Meetings........................................................................................................................ 29

                  D.  Officers......................................................................................................................... 29

                  E.   Order of Business......................................................................................................... 30

                  F.   Certification of Delegates and Alternates.................................................................... 30

                  G.  Committees of the General Delegate Assembly.......................................................... 30

                  H.  Powers of the General Delegate Assembly.................................................................. 31

                  I.    Quorum......................................................................................................................... 32

 

XII.     RULES OF ORDER

                  A.  Rules of Order.............................................................................................................. 32

 

XIII.    NEGOTIATION AND RATIFICATION OF CONTRACT

                  A.  Negotiation and Ratification of Contract.................................................................... 32

                  B.   Composition of the Negotiating Team......................................................................... 33

                  C.  Selection of Negotiating Team Members from the Local Faculty Associations......... 33

                  D.  Powers and Duties of the Negotiating Team................................................................ 33

                  E.   IFO Board Review of Contract.................................................................................... 33

                  F.   Ratification of Contract............................................................................................... 34

                  G.  Letters of Understanding (LOU).................................................................................. 35

                  H.  Memoranda of Agreement (MOA).............................................................................. 35

                  I.    Authorization of Strike................................................................................................. 37

 

   

XIV.    RECALL OF THE PRESIDENT

                  A.  Recall of the President.................................................................................................. 37

 

XV.     REFERENDUM

                  A.  Referendum.................................................................................................................. 38

 

XVI.    AMENDMENTS

                  A.  Amendments................................................................................................................. 38

 

XVII.  GOVERNANCE

                  A.  Governance................................................................................................................... 39

                  B.   Relationship with MnSCU............................................................................................ 39

                  C.  Statewide Meet and Confer (M&C)............................................................................. 40

                  D.  Joint MnSCU/Faculty Task Forces and Committees.................................................. 40

 

XVIII. FISCAL POLICIES

                  A.  Fiscal Policies................................................................................................................ 41

                  B.   Financial Assets............................................................................................................ 41

                  C.  Annual Budget.............................................................................................................. 42

                  D.  Financial Procedures.................................................................................................... 47

                  E.   Staff Expenses............................................................................................................... 48

                  F.   Economic Services........................................................................................................ 48

                  G.  Legal Assistance Plan................................................................................................... 48

 

XIX.    IFO OFFICE POLICIES

                  A.  Records Retention Policies........................................................................................... 50

                  B.   Office Hours................................................................................................................. 50

                  C.  Membership Records.................................................................................................... 51

                  D.  Dues and Fair Share Fees............................................................................................. 51

                  E.   Information................................................................................................................... 51

                  F.   Vendor Selection........................................................................................................... 52

                  G.  Whistleblower Policy.................................................................................................... 52

                  H.  Conflict Of Interest Policy............................................................................................ 54

                  I.    Anti-Harassment Policy............................................................................................... 56

 

XX.     GRIEVANCE REPORTING

                  A.  Internal Grievance Reporting.................................................................................... 576

                  B.   Summary Reports...................................................................................................... 587

                  C.  Access to Individual Grievance Information............................................................. 587

 

            APPENDIX [STAFF JOB DESCRIPTIONS, INVESTMENT POLICY]

 


CHAPTER I:  NAME

 

A.        Name

 

            1.   The name of this organization shall be the Inter Faculty Organization of the Minnesota State Universities (IFO).

 

            2.   The organization shall be composed of faculty members of the Minnesota State Universities of the Minnesota State Colleges and Universities (MnSCU).

 

CHAPTER II:  PURPOSE

 

A.        Purpose

 

            1.   The purpose of this organization shall be to promote the welfare of the faculties of the Minnesota State Universities and to improve public higher education through such activities as faculty participation in the governance of the Minnesota State Universities and the Minnesota State Colleges and Universities (MnSCU).

 

CHAPTER III:  STRUCTURE

 

A.        Structure

 

B.        Delegate Assembly

 

            1.   There shall be two forms of the Delegate Assembly, General and Interim.

 

                  a.   The General Delegate Assembly (GDA) shall have the authority to establish policies, approve budgets, and review actions of the IFO Board of Directors.

 

                  b.   Interim Delegate Assemblies are called, as needed, at the discretion of the Board by a simple majority vote.

 

                  c.   Chapter XI C.2.a. also provides for calling a special session of the GDA on petition of at least 20 percent of the membership. 

 

C.        Board of Directors

 

            1.   Subject to Section 1 of this article, the managing Board of this organization shall be the IFO Board of Directors. The IFO Board of Directors shall have full power to act for the IFO when the Delegate Assembly is not in session.

 

D.        Local Faculty Associations

 

            1.   Members of the IFO shall also be members of the local component university association established by the IFO and referred to as a State University Faculty Association.

 

E.        IFO Operating Procedures (OP)

 

            1.   The IFO Operating Procedures shall be established by the Delegate Assembly or the IFO Board of Directors when the Delegate Assembly is not in session. Such procedures may be augmented, revoked or amended in a similar manner.

 

                  a.   Unless otherwise provided, such action shall require a majority vote of a quorum. 

 

                  b.   When an Operating Procedure requires a two-thirds majority of the Board or GDA for adoption, it shall also require a two-thirds majority for modification or deletion.

 

            2.   The IFO Operating Procedures shall be kept current and maintained at the IFO office, with copies available upon request.

 

3.      The Executive Committee shall review the Operating Procedures annually and report to the Board of Directors.

 

4.      The IFO Board of Directors requires a first and second reading of all IFO Operating Procedure changes.  A vote may be taken after the second reading occurs to accept/reject the change and a final vote may occur at the same meeting.  If a majority of the Board determines that quick action is needed on an item, this rule can be suspended.  [Board 2/27/09] 

 

[Chapter III revised per Board Motion 9/15/06].

 

CHAPTER IV:   MEMBERSHIP

 

A.        Membership

 

            1.   The membership of the Inter Faculty Organization shall consist of the faculty of the Minnesota State Universities who are eligible under the appropriate legislation and the Bureau of Mediation Services unit determinations, and who pay assessed dues.

 

                        a.         All State University faculty who are included in the IFO bargaining unit and are subject to any Collective Bargaining Agreement entered into between the IFO and MnSCU are eligible for membership.

 

b.      Faculty may choose to be members of the IFO by applying for membership and agreeing to pay dues (sometimes referred to as full dues).  Only faculty who pay IFO dues are members.  Faculty who pay the fair share fee are not members of the IFO.

 

c.       Faculty who are not members shall be assessed fair share fees and shall not have all the rights of IFO members. 

 

                  d.   Economic services provided through the IFO shall be available to members only.

 

            2.   Application for Membership

 

                  a.   Local Associations shall be provided with membership applications by the IFO office.

                  b.   Non-members may apply for membership at any time.    If the completed application is received by the Faculty Association on or before the day of a scheduled vote, the new member shall be permitted to vote.

 

            3.   Continuing Membership

 

                  a.   Membership is continuing in nature until termination of employment or resignation of membership. Upon re-employment, membership shall be automatically reactivated.

 

            4.   Resignation of Membership

 

                  a.   A resignation of membership must be received prior to September 1, to be effective for the fiscal year. A resignation received after September 1 of any membership year shall not become effective until the following July 1.

 

            5.   Recruitment

 

                  a.   A membership drive shall be conducted in March and April, and among new and returning faculty during fall semester. [Board motion 9/19/03]

 

B.        Membership in Affiliate Organizations

 

            1.   The Board may propose affiliation or termination of affiliation with other organizations.

 

            2.   Approval of such proposals shall require a majority of all IFO members voting by secret ballot.  Approval also requires majority affirmative votes at a majority of all campuses voting.  [Membership 4/8/08]  

 

C.        Suspension of Membership

 

            1.   Membership in this organization may be suspended by a majority vote of the IFO Board for actions contrary to the best interests of the organization after a procedure that provides due process.

 

                  a.   Procedure

 

                        a1.       A proposal to suspend membership must be filed in writing with the IFO President. The proposal must include the basis for suspension.

 

                        a2.       The member about whom the suspension proposal has been filed shall be given a copy of the proposal and given the opportunity to provide a response.

                        a3.       The President shall review the proposal and response with the Executive Committee.

 

                        a4.       With the agreement of at least three members of the EC, the proposal shall be placed upon the agenda of the next Board meeting.

                        a5.       The written proposal and the member’s written response shall be provided to the members of the Board in advance of the Board meeting.

 

                        a6.       The maker of the proposal for suspension and the member whose suspension is under consideration shall be invited to appear at the Board meeting.

 

                        a7.       By majority vote, the Board may then act to suspend the member.  The Board’s determination of what constitutes actions contrary to the best interests of the organization shall be final. 

 

D.        Dues and Financial Procedures

 

            1.   Dues and other financial procedures shall be established by the IFO Board or IFO Delegate Assembly in accordance with the IFO Operating Procedures.  [Membership 4/8/08]

 

            2.   Dues and fair share fees shall be set annually in conjunction with the adoption of the IFO budget.

           

            3.   Membership dues for full-time faculty members shall ordinarily be collected by payroll deduction in 16 equal portions beginning in September and continuing through 16 pay periods. [Board Motion 4/21/06]

 

            4.   Fair share fee

 

                  a.   The fair share fee shall be set at eighty-five (85) percent of the membership dues.

 

                  b.   Fair share fees for full-time non-members shall ordinarily be collected by payroll deduction in 16 equal portions beginning in September and continuing through 16 pay periods. [Board Motion 4/21/06]

 

                  c.   In a timely manner, as required by law, the IFO Office shall notify full-time, part-time, and adjunct non-members of IFO’s intent and its procedures for collecting fair share fees.

 

            5.   Upon receipt by the IFO Office of notice from MnSCU of the employment of adjunct or part-time faculty during the year, the IFO Office shall notify said faculty of membership dues, fair share fees, and IFO’s procedures for collecting fees as required by law.

 

            6.   Annually, the IFO Office shall publish an explanation of IFO dues and fair share fees and the benefits to be realized from membership.

 

            7.   At the beginning of each academic year, the IFO Office shall inform all members and non-members that they may choose to pay dues or fair share fees with a single payment. The IFO Office shall set the date by which this payment must be made.

E.         Membership Records

 

            1.   IFO membership records shall be considered confidential information and shall be released or made available only at the direction of the Board.

 

2.      Regularly, the IFO Office shall provide each local Association president and local Association membership chair an updated list of members and non-members, to be used for official IFO and Association business.

 

[Chapter IV revised per Board Motion 9/15/06].

 

CHAPTER V:  OFFICERS AND STAFF

 

A.        Officers and Staff

 

B.        Officers

 

            1.   The officers of this organization shall be the president, the vice-president, the secretary, and the treasurer.  [Membership 4/8/08]

 

C.        The Executive Committee (EC)

 

            1.   The Executive Committee shall be the President of the IFO and the presidents of the local Faculty Associations.

 

                  a.   A local Association Vice President may substitute for a local Association President.  In the event that a Vice President is not available to substitute for a local Association President, the Executive Committee of the local Association may designate a representative to the IFO Executive Committee with advance notice given to the IFO President.  [Membership 4/8/08]

 

            2.   If the IFO Treasurer is not a local Faculty Association President, he/she shall sit as an ex officio, non-voting member of the EC.

 

D.        Appointed Personnel

 

            1.   The IFO Board of Directors or its designees shall hire and retain appropriate staff, ancillary personnel, or independent contractors.  [Membership 4/8/08]

 

            2.   Position Descriptions

 

                  a.   Position descriptions shall be kept on file at the IFO Office.

 

                  b.   Initial position descriptions for staff members shall be approved by the Board.

 

                  c.   The Board shall review each staff member’s position description every two years to reconcile differences between the existing description, actual duties and needs of the organization. The review shall take place in the second year of the President’s term.

 

3.      Staff salaries, benefits, and personnel policies shall be contained in written contracts between the staff and the IFO.

 

            4.   All local secretaries shall be paid directly from the IFO office and shall be insured under the IFO’s Workers’ Compensation Policy, with those working half time, or more, being treated as regular IFO employees and subject to the terms and conditions of the IFO Staff Contract. [Board Motion 9/18/97 and 10/23/03].

 

            5.   For accounting and IRS purposes, IFO staff shall be treated as accountable employees.

 

            6.   Staff members shall provide prior notice of a campus visit to the FA president.

 

            7.   Staff positions shall be approved by the Board.  A list of these positions and their related job descriptions shall be contained in appendix A.

                 

            8.    Academic Affairs Coordinators (AAC)

 

The AACs shall serve as the IFO representatives on academic matters within the State Universities and MnSCU. The AACs shall serve as the IFO liaisons to the Academic Affairs Committee, attend and report upon system wide meetings relating to academic matters at the direction of the IFO President, and recommend IFO positions on academic issues to the IFO Board and its committees.

 

The Board may appoint two Academic Affairs Coordinators to staggered two-year terms.

 

The AACs shall be faculty members in the bargaining unit and shall be appointed by the Board no later than the last Board meeting of the calendar year. The appointment shall be for the succeeding two fiscal years. The terms of appointment of the AACs shall be staggered such that a new AAC is (re)appointed each year.   Each AAC appointment may be renewed once by the Board. If the incumbent AAC wants to seek the position beyond a single two-year renewal by the Board, that faculty member may submit materials and be considered in the pool of candidates solicited for the position. The Board may authorize up to 12 credit hours of reassigned time for each fiscal year for each AAC position.  If a faculty member serves as AAC during his/her sabbatical, the Board may authorize payment of up to 60 duty days salary in lieu of reassigned time. [Board 12/8/00] [Board 1/29/03] [Board 3/25/04] [Board 2/8/08]

 

            9.    Faculty Association Employees

 

a.       No Faculty Association may employ a local staff person for 800 or more hours in a fiscal year without specific approval for the position from the Board of Directors.  Such local staff, so authorized, shall be subject to the IFOSA contact.  Their daily supervision and their evaluation shall be the responsibility of the FA President on the campus.  A copy of the signed review shall be forwarded to the IFO office for inclusion in the employee’s official personnel file which shall be maintained in the state IFO office. 

 

b.      Faculty Associations may hire employees for fewer than 800 hours per fiscal year subject to compliance with IFO office personnel policies.

 

c.       All Faculty Association employees on the campuses are employees of the IFO. 

 

[Chapter V revised per Board Motion 9/15/06].

                                 

CHAPTER VI:  ELECTIONS AND TERMS OF OFFICE

 

A.        Elections and Terms of Office

 

B.        President

 

            1.   The President of the Inter Faculty Organization shall be elected by a secret ballot of the membership during April of even-numbered years.

 

            2.   The President shall serve a term beginning in July of even-numbered years and continuing two full years and until an elected successor takes office.   [Membership 4/8/08]

 

            3.   The President may not serve more than two consecutive terms in office.

 

            4.   Presidential Election

 

                  a.   At the second Board meeting in the fall semester in odd-numbered calendar years, the Board shall select three Board members, no more than one from any one campus, to serve as the nominating committee for the election of the president. The nominating committee shall nominate candidate(s) for president and shall report to the Board at the second meeting of the spring semester in even-numbered calendar years. The Board shall conduct nominations at this meeting. Nominations may also be made from the floor at this meeting.  The nominating committee shall provide interested candidates a list of likely responsibilities, duties and activities that a successful candidate could expect to fulfill.  This list would be used as a guideline and would not be exhaustive.  [Board 10/29/09]

 

                  b.   Statewide elections shall be held on the second Tuesday in April.

 

                  c.   Biographical summaries of candidates nominated for the presidency shall be published by the IFO and distributed statewide.

 

                  d.   The IFO office shall distribute to each campus a model ballot for the presidential election.

 

                  e.   Local Association Responsibilities

 

                        e1.       Except as specified below, the procedures for the presidential election shall be determined on each campus by the local Association.  This information shall be forwarded to the IFO office.

                        e2.       Polls shall close at 4 PM and the vote count on each campus shall be reported to the IFO Office no later than 6 PM.

 

                        e3.       The local Association president or his/her designee shall be responsible for conducting the IFO presidential election on campus. If the local FA president is a candidate, the local FA Vice president shall assume this responsibility.

                        e4.       The local Association shall distribute the ballots on campus, collect all completed ballots, including absentee ballots, and mail them to the IFO Office on or before the Saturday after the presidential election.

 

                        e5.       Local FA’s may substitute electronic voting for paper ballots upon assurance that their system maintains voter eligibility, voter confidentiality and provides documentation of the votes

 

                  f.    Results of the Voting

 

                        f1.        Campus-by-campus results, along with the statewide totals, shall be announced to the membership.

 

                        f2.        Ballots shall be destroyed sixty (60) days after publication of results.

 

C.        Treasurer

 

            1.   The Treasurer of the IFO shall be appointed from the membership of the IFO by the IFO Board during its first meeting of the academic year in odd-numbered years.  [Membership 4/8/08]

 

            2.   The Treasurer shall serve a two-year term beginning at the first IFO Board meeting of odd-numbered academic years.

 

            3.   The Treasurer may not serve more than two consecutive terms.

 

            4.   If the IFO Treasurer is not a local Faculty Association President, he/she shall sit as an ex officio, non-voting member of the Executive Committee.

 

D.        Vice President and Secretary

 

            1.   The Vice President and Secretary of the IFO shall be appointed from the membership of the Executive Committee by the IFO Board of Directors at its first meeting of the academic year.  [Membership 4/8/08]

 

            2.   The Vice President and Secretary shall serve one-year terms beginning at the first meeting of the academic year.

 

            3.   These officers shall serve no more than two consecutive terms.

 

E.         Election of Vice President, Secretary, and Treasurer.

 

            1.   Annually, at the final Board meeting of the academic year, an ad hoc nominating committee shall be appointed by the Board to nominate candidates for vice-president, secretary and, as needed, treasurer. Volunteer nominations shall be taken at the same meeting.

           

2.      Guidelines for the nominating committee shall be as follows:  The committee shall seek to balance the slate of nominees by gender, campus size and location; shall avoid nomination of Board members who are serving their first year on the Board; and shall seek agreement from candidates prior to nominating them.

 

[Chapter VI revised per Board Motion 9/15/06].

 

CHAPTER VII:  DUTIES OF IFO OFFICERS

 

A.        Duties of IFO Officers

 

            1.   The following shall be included in the list of duties of the officers of the Inter Faculty Organization. Nothing shall preclude the IFO Board of Directors from changing or modifying the duties of the officers, other than those of the President.

 

B.        President

 

            1.   The President shall be the chief executive officer of the Inter Faculty Organization.

 

            2.   The President shall preside at all meetings of the IFO Delegate Assembly, IFO Executive Committee, and IFO Board.

 

            3.   The President, as directed by the IFO Board of Directors and the IFO General Delegate Assembly, shall be responsible for the activities of the IFO Standing Committees, the appointed personnel hired and retained by the IFO, and the conduct of negotiations when the IFO Board is not in session.

 

            4.   In order to perform duties most effectively, the president shall be provided with 100 percent release time during the academic year. The president shall not engage in outside employment without the prior review of the Executive Committee and the approval of the IFO Board of Directors. [Board motion, 12/6/02]

 

            5.   The President shall report to the Board at each meeting.

 

            6.   The President will receive suggestions from the FA Presidents and Board members and will consult with the Executive Committee in submitting nominees for task forces and committees.

 

            7.   The President shall serve as a member of the Lobby Fund Committee.

           

            8.   The President shall attempt to provide prior notice of a campus visit to the FA president.

 

C.        Vice President

 

            1.   The Vice-president shall be a member of the Executive Committee of the IFO and shall perform the duties of and has the power of the President during any absence of the President or inability of the President to act.

 

            2.   If a vacancy occurs in the office of President of the IFO, the Vice-President shall serve until a new President has been elected at the next regularly scheduled election for IFO President. [Membership 4/8/08]

 

            3.   The Vice-President, at the direction of the President, shall be responsible for reporting the activities, recommendations, and proposed motions of the Executive Committee to the IFO Board.

 

            4.   The Vice-President shall also, at the direction of the President, be responsible for preparing and managing negotiation of staff collective bargaining agreements.

           

D.        Secretary

 

            1.   The Secretary of the Inter Faculty Organization shall be a member of the Executive Committee of the IFO.

 

            2.   The Secretary shall be responsible for the timely and accurate recording of the activities and minutes of the IFO Delegate Assemblies, IFO Board meetings, and IFO Executive Committee meetings held during the term of office of the Secretary.

 

                  a.   The Secretary may use electronic media to fulfill those duties and, with the approval of the President, may also use the services of IFO staff personnel.

 

E.        Treasurer

 

            1.   The Treasurer shall be responsible for developing a proposed budget, in consultation with the Executive Committee, to be presented to the IFO Board and to the IFO Delegate Assembly.

 

            2.   The Treasurer shall be responsible for disbursing funds of the IFO, keeping a record of all financial transactions, monitoring the collection of dues, fees, and other funds owed to the IFO, developing and monitoring an IFO investment policy, and for other financial and business transactions as directed by the IFO Board of Directors.

 

            3.   In the event the IFO Board elects as Treasurer, a person who is not an elected member of the IFO Board of Directors, that person shall become an ex officio, nonvoting member of the IFO Board.

 

            4.   The Treasurer shall be responsible for fulfilling financially related functions as specified in Chapter XVIII.

            5.   The Treasurer shall report at each Board meeting.

 

CHAPTER VIII:  IFO BOARD OF DIRECTORS

 

A.        Board of Directors

 

            1.   The IFO Board of Directors shall establish the policies and operating procedures of the Inter Faculty Organization subject to actions of the biennial IFO General Delegate Assembly, shall direct negotiation of the collective bargaining agreement, and shall be responsible for conducting the business and affairs of the organization.

 

B.        Membership

 

            1.   The IFO Board of Directors shall consist of the IFO President, the presidents of the local Faculty Associations and director(s)-at-large from and elected by each local Faculty Association according to the following limits:

 

                                                Bemidji                       2

                                                Mankato                     3

                                                Metropolitan              1

                                                Moorhead                  2

                                                Southwest                   1

                                                St. Cloud                    3

                                                Winona                       2

 

                  In the event the treasurer is not an elected member of the Board, that person shall be an ex officio nonvoting member of the Board.

 

            2.   In the absence of the local Faculty Association President or one of the directors-at-large from that Association, the local Vice-President of the Association may serve as a temporary Board member, with full voting privileges.

 

C.        Directors’ Terms of Office

 

            1.   Directors-at-large shall hold office for two-year terms, beginning with the first meeting of the academic year.

 

                  a.   The local Associations shall stagger the terms of the directors-at-large elected from their campuses.

 

D.        Meetings

 

            1.   The IFO Board of Directors shall meet at least six times during the academic year.

 

                  a.   Annually, at its last meeting of the academic year, the Board shall set the calendar of Board meetings for the next academic year. Subsequently, meeting dates may be changed by the Board as necessary.

 

                  b.   Meetings will normally begin at 6:30 PM on Thursday evenings; the Board will attempt adjournment by 3 PM on Fridays. [Board motion 9/19/03]

 

            2.   Special meetings of the IFO Board of Directors may be called by the President by written notice to a majority of the members of the Board.

 

            3.   The quorum for a Board meeting shall be a majority of the membership of the Board and a majority of universities.

 

            4.   In extraordinary circumstances or emergencies, as determined by the IFO President and a majority of the members of the Executive Committee, the members of the IFO Board may be consulted and polled electronically.  [Membership 4/8/08]

 

E.         Powers and Duties of the Board

 

            1.   Goals

 

                  a.   The Board shall approve the organization’s goals.

 

                  b.   The Board shall approve IFO’s legislative goals.

 

            2.   Governance

 

                  a.   The Board shall review and respond to all proposals emanating from the Chancellor’s Office for changes in MnSCU.

 

                  b.   The Board shall cooperate with the Chancellor’s Office to promote activities that benefit the faculty of the State Universities.

 

                  c.   The Board shall challenge the actions of the Chancellor’s Office when the actions are not in the best interests of the faculty of the State Universities.

 

                  d.   The Board shall communicate official IFO positions to outside agencies and the general public via resolutions and statements of support or opposition.

                  e.   When vacancies occur on the MnSCU Board, the IFO Board may endorse candidates to fill the vacancies.

           

            3.   Committee Appointments

 

                  a.   Internal IFO Committees 

 

                        a1.       Internal Committees are those established by the IFO and for which at least a majority of the members are appointed by the IFO. 

 

                        a2.       Internal Committees shall be appointed in the manner specified in the document establishing the committee. 

           

                        a3.       Standing Committees shall include at least one member elected or selected by each local Faculty Association. 

 

                        a4.       Should no other method be specified, committee members shall be appointed by the IFO Board of Directors. 

 

                  b.   External Committees 

 

                        b1.       External Committees are those not established by the IFO but to which the IFO will appoint representatives.  Representatives may be either IFO members or staff.

 

                        b2.       IFO Representatives shall be appointed by the IFO President after consultation with the Board of Directors.  If the Board does not meet within 30 calendar days of the request for appointees, the President may choose to consult with the Executive Committee instead of the Board.

 

                  c.   Terms

 

                        c1.       Internal Committee membership terms shall be for two years unless otherwise specified in the document creating the committee or specifically determined to be different by the Board of Directors. 

 

                        c2.       External Committee membership terms shall be for two years unless otherwise specifically required by the External body creating the committee.

 

                        c3.       Individuals shall be eligible for reappointment to additional terms unless otherwise specified. 

 

                        c4.       Individuals appointed to terms shall serve at the pleasure of the IFO Board and may be removed by the Board at any time during their term. 

 

                        c5.       Unless otherwise provided, terms of appointment should be staggered to provide for continuity of representation.

 

4.   Recognition and Awards

 

                  a.   The Board may make awards other than those specified in Chapter 11 and below on an annual basis as it deems fit.

 

                  b.   Annually, IFO will publicize in the IFO UPDATE or other IFO publication, the names of those persons who have received awards or recognition for outstanding service.

 

                  c.   Awards honoring those who have made significant contributions to grievance or arbitration, governmental relations, negotiations, and feminist issues may be awarded at the General Delegate Assembly.

 

            5.   Political Activity

 

                  a.   No endorsements or screenings of candidates for public office shall be made by the Board.

 

            6.   Legal Action

 

a.       Participation in any class-action lawsuits shall require the approval of two-thirds of the IFO Board.

 

[Chapter VIII revised per Board Motion 9/15/06].

 

CHAPTER IX:  COMMITTEES OF THE BOARD

 

A.        Committees of the Board

 

            1.   The IFO Board, following procedures listed in this article or in other articles of the Constitution, shall establish such committees, task forces, and councils as it deems necessary to conduct its business and responsibilities. These appointments shall include, but not be limited to, the Executive Committee and the Standing Committees of the IFO.  Additional groups shall be designated through processes detailed in the Operating Procedures of the IFO.    [Membership 4/8/08]

 

                  a.   The Board shall form and oversee all statewide committees not governed by the    Constitution. Members shall serve at the pleasure of the Board.

 

B.        Executive Committee (EC)

 

            1.   The Executive Committee of the IFO Board shall have the composition and duties described in Articles V and VI of the IFO Constitution, including representing the IFO at state Meet and Confer sessions. Other duties may be assigned to the Executive Committee by the IFO Board.

 

            2.   The EC shall be authorized to act as the IFO Personnel Committee, having the following specific responsibilities:  1) recommending to the IFO Board any changes in staffing which it deems advisable. If such changes involve the creation of a new staff position, or a significant change in the duties of an existing position, the EC shall accompany such a recommendation with a suggested position description, including job qualifications.; 2) undertaking regular and periodic evaluation of staff; 3) serving as an informal hearing committee upon request for hearing staff concerns or complaints, including but not limited to assignments, workload, and evaluation. The EC shall make recommendations as a result of these hearings to the President and/or Board.; and 4) acting on any other related personnel assignment at the direction of the Board.

 

            3.   The EC shall develop long-range plans and procedures for the IFO.

 

            4.   The Executive Committee shall be responsible for determining if a case referred to it by the Director of Labor Relations should be arbitrated. The grievant shall be notified at least 24 hours prior to the time when the consultation with the Executive Committee will take place.

 

            5.   The Vice President shall assume responsibility for having actions of the EC included in the monthly President’s report to the Board.

 

            6.   The Secretary shall keep the minutes of the EC.

 

            7.   The EC shall serve as an appointment committee for statewide appointments assisting the President by forwarding nominees to the President and, when feasible, discussing appointments at its regular meetings.

 

            8.   The Executive Committee shall serve as the audit committee and be responsible for meeting with the auditors annually to review and approve the audit.  [Board 11/9/07]

 

C.        Standing Committees of the IFO

 

            1.   The Standing Committees of the IFO Board of Directors shall consist of at least one member elected or selected by each local Association.    [Membership 4/8/08]

 

            2.   The Board shall establish statewide Standing Committees as necessary. All Standing Committees shall meet at least once each semester. If a committee deems it unnecessary to meet in a specific semester, it should so notify the Board.

 

                  a.   The President shall appoint a member of the Board to serve as the Board Liaison to each Standing Committee.

 

            3.   The exact composition of each Standing Committee shall be specified in the IFO Operating Procedures.   [Membership 4/8/08]

 

                  a.   The term of membership shall be two years. Appointments shall be made during the spring semester with the term of office beginning with the fall semester.

 

            4.   Each Standing Committee shall elect a chair.

 

                  a.   Each Standing Committee shall elect a chairperson at its first meeting of the academic year.

 

                  b.   The chairpersons of the Standing Committees shall serve no more than two     consecutive one-year terms as chair.

                  c.   The chair, or a member of each Standing Committee, shall be invited to attend meetings of the Board, as necessary, to report on the activities of the committee. The expense shall be charged to the committee’s budget. A committee may choose to have its Board liaison person deliver its report.

 

                  d.   The Standing Committees shall prepare and deliver written reports of their goals and accomplishments at the GDA.

 

            5.   Standing Committees of the IFO Board of Directors shall elect from within their memberships such officers as they deem necessary, subject to the limitations imposed by these articles and the IFO Operating Procedures. 

 

            6.   Board Support

 

                  a.   Standing Committees may request appropriate staffing from the IFO Board of Directors.  Standing Committees may request appropriate staff assistance from the Board. [Board 10/27/00]

 

                  b.   Each Standing Committee shall submit its budget request for the following fiscal year no later than February 1.

 

                        b1.       Standing Committees may carry forward to the next fiscal year the unused portion of its budget for a special purpose with the approval of the Board at its last meeting of the academic year. [Board 12/2/05]

 

            7.   The Standing Committees are Academic Affairs, Feminist Issues, Government Relations, Multi-Cultural Issues, GLBTA Issues, Benefits Equity and Salary Equity.  [Board 2/9/07] [Board 2/8/08]

 

                  a.   Academic Affairs Committee (AAC)

 

                        a1.       The AAC will convene under the general direction of the Board. In the absence of a specific charge by the Board, the AAC will carry out its general mission under the direction of the Academic Affairs Coordinators.  [Board 2/8/08]

 

                        a2.       The AAC will ascertain the faculty point of view on system-wide academic issues.

 

                        a3.       The AAC will formulate recommendations for the Board in such areas as professional development, academic planning, improvement of academic climate and standards, development of grants and consortia, etc.

 

                        a4.       The AAC will promote academic excellence among the State Universities while supporting the preservation of the autonomy, integrity, and unique quality and character of each institution.

 

                        a5.       The Academic Affairs Coordinators shall act as the IFO liaisons to the AAC. [Board motion 9/19/03] {Board 2/8/08]

 

                  b.   Feminist Issues Committee (FIC)

 

                        b1.       The FIC shall address matters of concern to the women in the IFO.

 

                        b2.       Upon recommendation of the FIC at the General Delegate Assembly banquet, the IFO may recognize a woman member who has made outstanding contributions to the IFO. The recognition will include an appropriate award determined by the Board.

 

                        b3.       When appropriate, the FIC and the Board will recognize members who have made outstanding contributions to the advancement of women in the State Universities.

 

                        b4.       The Equity Advocate shall act as staff liaison to the FIC.

 

                  c.   Government Relations Committee (GRC)

 

                        c1.       The GRC may choose to request that each FA appoint two representatives who are members of different political parties.

 

                        c2.       The GRC may elect co-chairs from different political parties.

 

                        c3.       The GRC will present legislative objectives and strategies for achieving them to the Board.

 

                        c4.       No endorsements or screenings of candidates for public office shall be made by the GRC. [Board motion 9/19/03]

 

                        c5.       The Director of Government Relations (DGR) shall act as staff liaison to the GRC.

                       

                        c6.       In the event that an issue of importance to the IFO unexpectedly comes before the legislature and a response regarding the IFO’s position on the matter is needed, the following procedure shall be followed:

 

1.                  If time and circumstances permit, the IFO Board shall be consulted for a determination of the IFO position.

 

2.                  If the Board cannot be consulted in the time available, the IFO President shall determine the IFO’s position on the matter.

 

3.                  If the matter requires immediate response and the President is not available, the IFO Director of Government Relations shall indicate that the IFO does not have a formal position on the matter, but the DGR may state what he/she believes the IFO’s position would be, given the organization's mission, philosophy, and positions on similar matters.

                        c7.       The GRC shall be responsible for reviewing the budgets of MnSCU, the seven State

                                    Universities, and the Chancellor’s office.  The GRC shall advise the Board and the

                                    Negotiating Team on matters relating to the finding of the State Universities. 

                                    [Board 2/8/08]

 

                  d.   Multicultural Issues Committee (MIC)

 

                        d1.       The MIC shall address matters relating to equitable treatment of faculty of color with respect to hiring, employment and representation.

 

                        d2.       The Equity Advocate shall act as staff liaison to the MIC.

 

                  e.   Gay Lesbian Bisexual Transgender and Allies Issues Committee (GLBTA)

 

                        e1.       The GLBTA Issues Committee shall address matters relating to equitable treatment of GLBT faculty.

 

                        e2.       The Equity Advocate shall act as staff liaison to the GLBTA Issues Committee.

 

                        e3.       When appropriate, the GLBTA Issues Committee and the Board will recognize members who have made outstanding contributions to the advancement of GLBT issues.  [Board 10/27-28/05]

 

f.  Benefits Equity Committee (BEC) 

 

[LANGUAGE TO BE PROPOSED AT A LATER DATE]

 

g.   Salary Equity Committee (SEC)

 

g1.       The SEC shall address matters relating to salary equity and shall be responsible for overseeing the annual review process and salary studies to be conducted every 5 years.  The SEC shall ensure that it provides sufficient continuity in its leadership.

 

g2.       The SEC shall be comprised of one member elected or selected from each local FA, and shall operate in the same manner as other IFO Standing Committees except that the term of membership for the 7 campus representatives shall be for three years and no more than 3 terms shall expire in any one academic year.  In addition, the SEC shall select a chairperson and shall designate the chair’s term so as not to disrupt any ongoing salary study.  The chair shall not be limited in the number of consecutive terms of service as chair.

 

g3.       In addition to the 7 campus representatives, the membership of SEC shall include one representative each from the MIC and the FIC.  The MIC and FIC representatives to the SEC shall serve one-year terms, and shall not be limited in the number of consecutive terms of service on the SEC.

 

g4.       The Equity Advocate shall serve as staff liaison to the SEC, and shall serve as an IFO representative to the joint MnSCU IFO Salary Review Committee (SRC).

 

g5.       The 7 campus representatives to the SEC shall also serve as IFO representatives to the joint MnSCU IFO SRC, and the FIC and MIC representatives may serve as alternates to the SRC.  [Board 2/9/07]

 

D.        Other Committees

 

            1.   Action Committee (AC)

 

a.       The AC shall be made up of either the local Association president or the local action coordinator from each campus, the State Action Coordinator, and the IFO President.  The State Action Coordinator shall be appointed by the Board prior to the first meeting of the Negotiating Team.  Timely functioning of the AC rests with the Board, which shall approve actions and the timing thereof. (Board Motion 10/17/02)

 

                  b.   The AC’s primary purpose shall be twofold:  To coordinate information flow between faculty and the Negotiating Team, regarding issues and progress of negotiations; and to coordinate actions that will move the negotiation process on and encourage a settlement. The Action Committee shall keep the Negotiating Team informed of action plans and shall be receptive to input from the Negotiating Team.

 

                  c.   The State Action Coordinator or his/her designee shall sit in on negotiating sessions as an observer and develop written communiqués during the process.

 

                  d.   The AC shall plan appropriate types of action, including plans for a strike, set up a timetable of events, and establish system-wide communications in order to implement the action.

 

                  e.   The State Action Coordinator shall report regularly to the IFO Board.

 

            2.   Treasurer’s Advisory Committee (TAC)

 

                  a.   The Board shall appoint a Treasurer’s Advisory Committee, the membership of which shall include the Treasurer, the IFO Controller, and four members of the Board.

 

                  b.   The Treasurer’s Advisory Committee shall meet a minimum of once/semester at a time to coincide with scheduled Board meetings.  These meetings shall be scheduled and called by the Treasurer at least one month in advance.

 

                  c.   The duties of the Treasurer’s Advisory Committee shall include establishing (and annually reviewing) an investment policy to present to the Board, to advise the Treasurer on budgetary issues, and to review the annual budget prior to consideration by the Board.

 

                  d.   The terms of the Treasurer’s Advisory Committee membership shall coincide with their appointment term to the Board.  A Board member may serve up to two consecutive terms on the Treasurer’s Advisory Committee.  The Treasurer shall serve as the chair of this committee throughout her/his term as Treasurer.  [Board 12/1/06]

 

            3.   Lobby Fund Committee (LFC)

 

                  a.   The LFC shall oversee the Lobby Fund.

 

                  b.   The IFO shall establish an external Lobby Fund for contributions to state-level political candidates. No endorsements or screenings of candidates shall be made.

 

                  c.   The co-chairs of the GRC shall serve as members of the Lobby Fund Committee and alternate on a yearly basis as chair of the Lobby Fund. The president shall also serve as a member of the Lobby Fund Committee. [Board motion 9/19/03]

 

                  d.   IFO shall contribute annually to the Lobby Fund through an allocation in the budget. The money will be held by IFO and transferred to the fund in accordance with state and federal law.

                  e.   Reports to the State Campaign Finance Board and the IRS will be made by the IFO on behalf of the Lobby Fund Committee. [Board motion, December 6, 2002]

 

E.         Ad Hoc Committees, MnSCU Task Forces, etc.

 

            1.   Ad hoc committees will be formed as necessary to handle projects, which fall outside the charges of the Standing Committees.

 

            2.   For all statewide committees and task forces external to the IFO, the Board or its designee shall select the faculty who will represent IFO and who will serve at the pleasure of the Board.

 

            3.   Nominating Committee

 

                  a.   At the final Board meeting of the academic year, an ad hoc nominating committee shall be appointed by the Board to nominate candidates for vice president, secretary, and treasurer. Self-nominations shall be taken at the same meeting.

 

                  b.   Constitutional Review Committee

 

                        b1.       When necessary the Board shall convene a committee to review and revise the Constitution.

 

[Chapter IX revised per Board Motion 9/15/06].

 

CHAPTER X:  LOCAL FACULTY ASSOCIATIONS

 

A.        Local Faculty Associations

 

            1.   A local Faculty Association shall be established by the IFO among its members at each Minnesota State University campus.

 

B.        Constitution

 

            1.   Each local Association shall adopt a local constitution that shall not conflict with the IFO Constitution, the IFO Operating Procedures, or the collective bargaining agreement.  Not less than biennially, an adhoc committee established by the Executive Committee shall review local FA constitutions to make sure there are no conflicts between such constitutions and the IFO Constitution, the IFO Operating Procedures and the IFO/MnSCU and the IFO/IFOSA collective bargaining agreements.  [Board 4/3/09] 

 

                  a.   A copy of each local Association Constitution shall be kept on file at the IFO Central Office.

 

C.        Officers

 

            1.   Each local Faculty Association shall specify the officers of the local Association and their terms of office in its local Constitution.

           

                  a.   The IFO office shall bond the Local Association Presidents, Treasurers, and all other authorized signers.  [Board 2/9/07]

 

                  b.   Each local Association shall establish a local governing body for the purpose of fulfilling the duties and responsibilities of the local Association in university governance and representation of the numbers of the local bargaining unit.

 

                        b1.       The governing bodies shall include the IFO Board members representing the members of the local Associations.

 

D.        Powers and Duties

 

            1.   Local Associations shall be empowered to spend funds provided by the IFO Board of Directors to further the goals of the IFO and the local Faculty Associations.

 

            2.   Local Associations shall select IFO Board Members, IFO Standing Committee members, and delegates to IFO Delegate Assemblies in a manner consistent with this Constitution, the IFO Operating Procedures, and the local Association Constitutions.

 

            3.   Local Associations shall establish a Grievance Committee and such other committees as they deem necessary.

 

            4.   The FA president or his/her designee shall be responsible for the flow of communications between the campus and the IFO Office.

 

                  a.   Each FA shall provide the IFO Office with 6 copies of the campus phone directory when it is available each year.

 

                  b.   Each FA President shall prepare a written campus report for each Board meeting and, if possible, forward that report to the Board members by FAX or e-mail prior to Board meetings.

 

            5.   The FA president or his/her designee shall be responsible for conducting the IFO presidential election on campus. If the FA President is a candidate, the FA Vice-President or his/her designee shall assume this responsibility.

 

            6.   The local Association shall have responsibility for reviewing the proposed process and committee structure for selection of that University’s President. Should an agreement not be reached locally, the local Association shall forward its recommendations and concerns to the Board. The Board shall forward those concerns and/or its own actions to MnSCU via Meet and Confer or at a MnSCU meeting. Should no agreement satisfactory to the local association be reached, the local Association shall not participate in the selection process.

 

            7.   At the beginning of each academic year, and each term thereafter, the local FA president shall request a list of all adjunct faculty hired on the campus for that year, along with the number of credits each person is teaching. Following receipt of the list, FA representatives shall review the list to verify that adjunct status is appropriate under Article 21.  FAs shall also forward a copy to the state IFO office.

 

            8.   A local FA President shall be provided prior notice of a visit by an IFO staff member or the IFO President.

 

E.         Financial Support for Local Associations

 

            1.   Local Operating Budget

 

                  a.   Financial support for local Associations shall be provided by the IFO according to the amounts as adopted with the setting of the annual IFO budget.

 

                  b.   The support allocation will be paid in four equal amounts on September 15, November 15, January 15, and March 15. [Board 12/2/05]

 

                  c.   Local Associations should plan their yearly expenditures based upon the local support allocation adopted by the Board in the annual budget.

 

                  d.   The local Association may request additional funds in addition to its original budgeted allocation from the Board.

 

                  e.   Local Associations shall not hold assets and/or reserves in excess of an amount equivalent to the most recent annual allocation of the Faculty Association or $7,500, whichever is greater, and shall send surpluses in excess of that amount to the IFO or make arrangements for the transfer of those assets or funds at the end of the fiscal year.  At the end of each fiscal year, the IFO Controller is responsible for reporting to the IFO Executive Committee a list of any campuses with excess funds.  [Board Motion 10/30/97, 9/19/03, DA2004, Board 4/3/09]

 

                  f.    Local Associations shall have their bank send a duplicate bank statement each month to the IFO office.  If the bank is unable to do this, then the Local Association Treasurer shall forward a copy of the bank statement each month to the IFO office.  The IFO Controller is responsible for reviewing the bank statements each month and reporting to the IFO President the results of the review.  The FA President, Treasurer, and one other designated faculty or FA employee may be an authorized signer on bank accounts and all checks must be cosigned by two signers.  [Board 2/9/07, 4/3/09] 

 

                  g.   Local Associations shall submit a quarterly financial report to the IFO office per the schedule noted below:

 

                        1st Quarter Report (July – September)            Due October 31st

                        2nd Quarter Report (October – December)      Due January 31st

                        3rd Quarter Report (January – March)             Due April 30th

                        4th Quarter Report (April – June)                    Due July 15th

 

                        The quarterly report should include a beginning/ending cash balance reconciliation and copies of all expense receipts and bank statements.  The IFO Controller is responsible for reviewing the quarterly reports and reporting to the IFO President the results of the review.  [Board 2/9/07, 4/3/09]

 

                  h.   Local Associations shall maintain all accounting records for a period of at least seven years.  [Board 2/9/07]

 

            2.   Local Equipment Expenditures

 

                  a.   For each local FA office, the IFO central office shall purchase the following equipment:  copy machine, fax machine, printer, scanner (may be an all-in-one unit), and shredder.  In addition, the central office shall purchase any computer CPUs, monitors, and MS Office software needed by FA Presidents or office staff (not to exceed one machine per person).  Such purchases shall be approved in advance by the IFO President and coordinated with the equipment replacement schedule adopted by the IFO Board of Directors.  This equipment is property of the IFO.  The Board shall be notified of any such purchases at its next regularly scheduled meeting.   [Board 10/12/07]

 

                  b.   The cost of repairs and/or service contracts for equipment purchased by the central IFO office shall come from the IFO budget. [Board 10/12/07]

 

                  c.   In the case of emergencies, the IFO President may approve Local Association equipment purchases, to be made from central IFO funds, up to $3,000 per incident.  At its next regularly scheduled meeting, the Board shall be notified of any emergency equipment purchases that were made.  [Board 2/9/07]

 

                  d.   Any other equipment or software desired by a local Association must be purchased from local FA funds.  Maintenance of such equipment is the responsibility of the local FA office.  Internet connectivity is the responsibility of the local FA office.  [Board 10/12/07]

 

                  e.   The IFO Controller shall keep an inventory record of all equipment at the St. Paul IFO office and Local Association offices.  Each FA Treasurer should report any new equipment purchases to the IFO Controller, as well as any equipment disposals. The IFO Controller shall perform an equipment inventory biennially and shall report to the IFO President regarding the results of the inventory.  [Board 10/12/07, 4/3/09]

 

F.         Committees

 

            1.   The local Association shall designate a local committee corresponding to each IFO Standing Committee. The designated committee may be the local executive committee.

 

            2.   Local Action Committee

 

                  a.   When the IFO Negotiating Team begins contract negotiations with the employer, local Associations should elect or appoint Action Committee chairpersons responsible for having a communication network ready for immediate use should the occasion arise ¾ i.e., for a strike or other emergency. Action Committee chairpersons should be ready to publicize the functions of the Action Committee and the manner in which individual members can be involved.

 

                  b.   The local Action Committee shall be made up of the local Association president, the local action chairperson, the local member of the Negotiating Team, and local members of the Board.

 

G.        Appointments to Task Forces

 

1.      If faculty are requested on behalf of the University to serve on city, county, and regional organizations to participate in task forces and committees that could affect the terms and

      conditions of employment of faculty, the local Association shall appoint the faculty members,

      who shall participate on behalf of the faculty.

 

[Chapter X revised per Board Motion 9/15/06].

 

CHAPTER XI:  THE GENERAL DELEGATE ASSEMBLY

 

A.        The General Delegate Assembly (GDA)

 

            1.   The General Delegate Assembly of the Inter Faculty Organization of the Minnesota State Universities shall be held during even-numbered years at a time and place established by the IFO Board. The IFO Board of Directors shall be responsible for making arrangements for the IFO General Delegate Assembly.

B.        Composition

 

            1.   The IFO General Delegate Assembly shall be composed of the members of the IFO Board of Directors and certified delegates or alternates elected or appointed by local Faculty Associations.

 

                  a.   Each Faculty Association President shall appoint five delegates and five alternates and an additional delegate and alternate for every fifteen IFO members at the respective state university at the time of the last IFO Board meeting in the calendar year prior to the Delegate Assembly.   [Membership 4/8/08] 

                       

                        a1.  This means that each FA President shall be entitled to appoint

                                    a.  up to five delegates and five alternates, and

            b.  in addition, for each 15 IFO members on the campus, appoint one delegate and one

                                         alternate.

 

C.        Meetings

 

            1.   The General Delegate Assembly shall be held on even-numbered years at a time and place established by the Board. Meetings shall be conducted under the supervision of the IFO Board of Directors or under supervision of local committees established by the Board.

 

            2.   Interim Delegate Assembly

 

                  a.   An Interim Delegate Assembly may be called by the President with the concurrence of a majority of the members of the IFO Board of Directors present and voting, or shall be called on petition of at least 20 percent of the IFO membership.  [Membership 4/8/08]

 

                  b.   Notice of an Interim Delegate Assembly shall specify the time and place of the meeting and, in general terms, the purpose of the Interim Assembly.   [Membership 4/8/08]

 

                  c.   No business other than that specified in the notice shall be conducted.

 

                  d.   The IFO President shall inform each local FA of an Interim Delegate Assembly not less than 20 days before the Assembly is scheduled to convene.   [Membership 4/8/08]

 

D.        Officers

 

            1.   Number and Title:  The officers of the General Delegate Assembly shall be the President of the IFO, who shall be the presiding officer, and the Secretary of the IFO, who shall be the Secretary of the Assembly.

 

            2.   Duties

 

                  a.   The Presiding Officer

 

                        a1.       The President of the IFO or his/her designee shall preside at all meetings of the General Delegate Assembly, appoint tellers to assist in determining the result of any action taken by vote, and perform such other duties as custom and parliamentary usage requires.

 

                        a2.       The President may consult a parliamentarian when a question of order arises.

 

b.      The Secretary

 

                        b1.       The Secretary shall serve as the recording office of the Assembly and the custodian of its records.  The services of a professional recorder may be utilized for the purpose of obtaining a stenographic record of the proceedings of the Assembly.

 

                        b2.       The Secretary shall cause a factual record of the proceedings and resolutions to be edited and published as the official transactions of the Assembly.

 

                        b3.       The Secretary shall serve as the reading clerk of the Assembly, but may designate an assistant to perform this duty. 

 

E.        Order of Business

 

            1.   The order of business and the standing rules of the General Delegate Assembly shall be those adopted by the General Delegate Assembly.

 

            2.   The Standing Committees shall prepare and deliver written reports of their goals and accomplishments at the GDA.

 

F.         Certification of Delegates and Alternates

 

            1.   Each local Faculty Association President shall file with the appropriate executive officer the names of the delegates and alternates duly selected immediately following their selection, and shall provide each delegate and alternate with the proper credentials which shall be presented to the Credential Committee of the General Delegate Assembly for registration and admission to the meetings of the session.

 

            2.   In the event of a contest over the credentials of any delegate or alternate, the Credentials Committee shall hold a hearing and report its findings to the General Delegate Assembly for final action.

 

            3.   Alternate delegates shall be selected according to the provisions of local Association constitutions and in the absence of such provisions, shall be selected by the local Association delegates.

 

G.        Committees of the General Delegate Assembly

 

            1.   The Credentials Committee

 

                  a.   The Credentials Committee shall consist of three officially certified delegates, and shall be appointed by the President of the IFO at least 10 days in advance of each session.

 

                  b.   The committee shall determine the roll of the Assembly at each meeting and report at a time provided in the order of business, and shall perform such other duties as specified in the IFO Operating Procedures.

 

                  c.   In the event of a contest over the credentials of any delegate or alternate, the Credentials Committee shall hold a hearing and report its findings to the General Delegate Assembly for final action.

 

            2.   The Committee on Rules and Agenda

 

                  a.   The Committee on Rules and Agenda shall consist of three officially certified delegates and shall be appointed by the President of the IFO at least 10 days in advance of each session.

 

                  b.   The Committee shall, in consultation with the presiding officer and the secretary of the Assembly, prepare a report on matters relating to the order of business and special rules of order, and shall report its recommendations to the Assembly.

 

            3.   The Resolutions Committee (RC)

 

                  a.   The Resolutions Committee of the General Delegate Assembly shall consist of the President of the local Faculty Associations or their designees.  It shall meet and elect a presiding officer at least 10 days before the first session of the General Delegate Assembly.

 

                  b.   The committee shall codify proposed resolutions of the Assembly and report to the Assembly.

 

                        b1.       The RC will receive and present all resolutions to the DA for consideration.

 

H.        Powers of the General Delegate Assembly

 

            1.   While the membership of the IFO shall constitute the organization’s supreme governing body, the General Delegate Assembly shall govern the organization in all of its activities not covered by policies, laws, rules, procedures and decisions established by the membership-at-large.

 

            2.   The General Delegate Assembly shall have the power to create special committees of the organization.

 

            3.   In even-numbered calendar years the GDA will give final approval to the proposed budget for the following fiscal year. In odd-numbered calendar years, the Board shall set the budget.

 

            4.   In keeping with the Constitution, GDA resolutions shall serve as the primary source of contract-related goals for the organization. In addition, local campuses are encouraged to communicate with their negotiating team members prior to and during each round of negotiations regarding proposed contract language and goals. Specific suggestions for contract language and/or goals are subject to review by the Board prior to their adoption by the negotiating team.

 

            5.   Recognition

 

                  a.   At the GDA banquet, the IFO may recognize individuals who have made outstanding contributions to IFO. Recognition will include an appropriate award to be determined by the Board.

 

                  b.   Upon recommendation of the FIC, at the GDA banquet, the IFO may recognize a woman IFO member who has made outstanding contributions to the IFO. Recognition will include an appropriate award determined by the Board.

 

                  c.   Awards honoring those faculty members who have made significant contributions to grievance/arbitration, governmental relations, negotiations, and feminist issues' activities may be made.  Any such award shall be presented at the GDA.

 

            6.   No endorsements or screenings of candidates for public office shall be made by the GDA.

 

I.          Quorum

 

            1.   A majority of the voting members of a General Delegate Assembly shall constitute a quorum for the transaction of business at any meeting of any session.

 

[Chapter XI revised per Board Motion 9/15/06].

 

CHAPTER XII:  RULES OF ORDER

 

A.        Rules of Order

 

            1.   Robert’s Rules of Order, Newly Revised, (most recent edition) shall govern all meetings of the components of the IFO, unless otherwise specifically provided herein or otherwise provided by the rules adopted by a General Delegate Assembly.  No proxy shall be permitted in any situation unless specifically provided herein.

 

CHAPTER XIII:  NEGOTIATION & RATIFICATION OF CONTRACT

 

A.        Negotiation and Ratification of Contract

           

            1.   In keeping with the Constitution, GDA resolutions shall serve as the primary source of contract-related goals for the organization.  Specific suggestions for contract language and/or goals are subject to review by the Board prior to their adoption by the Negotiating Team. (Board Motion 3/28/03)

 

            2.  In addition, local Faculty Associations and negotiating team members are encouraged to communicate with each other. 

 

B.        Composition of the Negotiating Team                                              

 

            1.   The IFO Board of Directors shall establish, oversee, and guide a negotiating team consisting of one member selected by each local Faculty Association according to the provisions of the local constitution.

 

                  a.   The President and the Director of Labor Relations shall be ex officio non-voting

                        members.

 

                  b.   After consulting with the negotiating team and with its agreement, the IFO President with the consent of two-thirds of the IFO Board of Directors, may appoint an IFO member as a nonvoting chairperson of the negotiating team.

 

            2.   The negotiating team may have the assistance of IFO staff personnel and may employ other experts as deemed necessary.

 

C.        Selection of Negotiating Team Members from the Local Faculty Associations

 

            1.   Each local Faculty Association shall select one member to the negotiating team during April of even-numbered years.

 

                  a.   A member of the IFO Board of Directors, with the exception of the IFO President, may not simultaneously be a member of the negotiating team.

 

                  b.   The Board recommends to the local Faculty Associations that some criteria be established for selection of negotiating team members, with the understanding that they must have some experience as a local Association officer and/or as a Board member.

 

D.        Powers and Duties of the Negotiating Team

 

            1.   The Negotiating Team shall have authority, subject to oversight and guidance of the IFO Board of Directors, to negotiate the terms of a proposed contract with the State University Board.

 

            2.   It shall keep the IFO Board of Directors advised of the progress of negotiations and shall have a representative present at Board meetings on request of the Board.

 

E.        IFO Board Review of Contract

            1.   Prior to submitting the proposed contract to the membership for ratification, the IFO Board of Directors shall review the proposed contract and make its recommendations known to the membership.

 

F.         Ratification of Contract

 

            1.   The proposed contract, negotiated by the negotiating team, shall be ratified by an affirmative vote of a majority of those IFO members casting ballots, with the additional requirement, that on a majority of campuses, there also be registered a majority affirmative vote of those casting ballots.

 

            2.   Information

 

                  a.   The IFO Office shall be responsible for preparation of the summary document outlining significant language changes, and shall be responsible for distribution of copy(ies) of the tentative settlement and of the summary document along with Article 11 to each Board member and local FA president.

 

                  b.   Following a review of the tentative contract settlement by the Board, the IFO Office shall post the following information on the IFO website and distribute notice of the same to the faculty by e-mail sent through the local Faculty Associations:

 

§         A summary of the significant economic and language changes in the tentative agreement;

§         The text of all language changes with references to the existing contract;

§         A complete copy of Article 11 (salaries); and

§         The recommendation, if any, of the IFO Board.

 

                        The local Faculty Associations shall provide a hard copy of these documents to any IFO member who requests them.  [Board 2/8/08]

 

            3.   Voting

 

                  a.   Eligibility

 

                        a1.       No proxy ballots may be cast in the vote to ratify the contract.

 

                        a2.       Only members are permitted to vote.

 

                        a3.       Non-members may apply for membership at any time. If the completed application is received by the Faculty Association on or before the day of a scheduled vote,  the new member shall be permitted to vote.

 

            b.   Scheduling of the Ratification Vote

 

                        b1.       Each local FA shall hold at least two informational meetings prior to a contract ratification vote. The first meeting shall be held no sooner than one week following the day when the proposed contract has been made available to faculty.

 

                        b2.       Following a tentative contract settlement between the IFO Negotiating Team and MnSCU and following distribution of the above documents to the campuses, a minimum of ten (10) days shall elapse before a ratification vote can be taken. FA presidents shall be responsible for determining the earliest possible date and conveying that date to the IFO Office.  The IFO President shall set the date for the state-wide ratification vote.

 

                        b3.       The IFO state office shall provide the format for written paper ballots to the FAs which must be used for the ratification vote.  [Board 2/8/08]

 

                  c.   Polls

 

                        c1.       Polls shall be closed at 4 PM and the vote count on each campus shall be reported to the IFO Office no later than 6 PM.

 

                  d.   Results of the Voting

 

                        d1.       Campus-by-campus results, along with the statewide totals, shall be announced to the membership.

                                   

                                    d1.1     Strike votes are an exception to the above rule.

 

                        d2.       Ratification vote ballots shall be delivered to the IFO state office within 10 days of the vote and shall be destroyed sixty (60) days after publication of results.

 

G.        Letters of Understanding (LOU)

 

            1.   A LOU is an addition to the Agreement between IFO and MnSCU and remains part of that Agreement until modified in future Agreements or another LOU.

 

            2.   No letter of understanding with the Minnesota State Colleges and Universities or its successors shall be entered into by any IFO official unless such letter of understanding has been examined by the negotiating team and ratified by the IFO Board.  Such letters of understanding shall be published for the information of other faculty.

 

            3.   The IFO President must sign each LOU.

 

H.        Memorandum of Agreement (MOA)

 

            1.   A memorandum of agreement is a one-time agreement that permits an action that would otherwise be contrary to the IFO/MnSCU Agreement. Special circumstances must justify such a one-time MOA.

            2.   Wording

 

                  a.   Each MOA must begin with the following statement or its equivalent:  The Memorandum of Agreement is entered into this ___ day of ____________, _____, by and between the Minnesota State Colleges and Universities (hereinafter the “Employer”) and the Inter Faculty Organization (hereinafter the “IFO”). This Memorandum of Agreement, as understood by the IFO and the Employer, does not interpret, define, or become a part of the contract. The Memorandum of Agreement represents a one-time exception to the contractual provision(s) referenced below.

 

                  b.   Each MOA must conclude with the following statement or its equivalent:  The parties further agree that this Memorandum of Agreement pertains only to the situation described above, is non-precedential for other or similar circumstances, and shall never be used as evidence in any grievance, arbitration or other dispute between the parties.

 

            3.   Campus MOA Procedure

                 

                  a.   The FA shall communicate with the DLR about any proposed MOA from their campus.

 

                  b.   The FA President shall consult with faculty directly impacted by the MOA and obtain their signature when it is required to implement the MOA.

 

                  c.   The FA President must sign the MOA or notify the IFO state office that he/she refuses to do so, and forward it to the State IFO Office. 

 

                  d.   The FA President shall notify the DLR that he/she has signed the MOA and provide any information requested by the DLR. 

 

                  e.   The DLR shall see that the campus FA is provided with a fully executed copy of the MOA for the campus records.

 

            4.   State IFO Office Procedure

 

                  a.   The President and the DLR shall review each MOA and assure that the FA President is consulted. 

 

                  b.   The DLR may advise the President as to advisability of signing the MOA.

 

                  c.   The President shall determine whether or not to sign the MOA and will inform the FA President. 

 

                  d.   Should the President decide not to sign the MOA, the FA President may appeal the decision to the IFO Board which shall have authority to order the President to sign.  If the President wishes to sign the MOA, over the objections of the FA President, the FA President may appeal the decision to the IFO Board which shall have the authority to order the President not to sign.

                  e.  The President’s signature is binding. 

 

I.          Authorization of Strike

 

            1.   When necessary, the Board shall supervise a strike authorization vote.

            2.   A strike vote shall be taken by secret ballot. Notice of the vote shall be announced at least two days in advance of the scheduled vote. Absentee ballots shall be made available according to rules established by the local Association. The Board shall be authorized to call a strike by an affirmative vote of a majority of members voting, plus a majority affirmative vote on at least four campuses, or by a two-thirds majority of members voting.

 

            3.   Strike vote totals shall not be published.

 

[Chapter XIII revised per Board Motion 9/15/06].

 

CHAPTER XIV:  RECALL OF THE PRESIDENT

 

A.        Recall of the President

 

            1.   A recall of the President may be initiated by petitions submitted to the IFO Secretary containing valid signatures of 25 percent of the membership on each of five or more campuses.

 

            2.   Recall Election Procedure

 

                  a.   Within 30 days of receipt of the petitions by the IFO Secretary, the IFO Board of Directors must call for a vote of the membership on the question of removal from office.

 

                  b.   Notification to all members of the pending recall election must be made four weeks prior to the recall election.

 

                  c.   The election must be held within six weeks of the certification of the petition, at a time when all campuses are in regular session, but not during the first four weeks of the fall term.

 

            3.   A majority vote of those voting shall affect recall and a vacancy in the office of President shall exist.

 

            4.   Voting

 

                  a.   Voting shall be by paper ballot. 

           

                  b.   Polls shall be closed at 4 PM and the vote count on each campus shall be reported to the IFO Office no later than 6 PM.

 

            5.   Results of the Voting

 

                  a.   Campus-by-campus results, along with the statewide totals, shall be announced to the membership.

 

c.       Ballots shall be sent to the IFO state office within 10 days of the vote and shall be destroyed

      sixty (60) days after publication of results.

 

[Chapter XIV revised per Board Motion 9/15/06].

 

CHAPTER XV:  REFERENDUM

 

A.        Referendum

 

            1.   Referendum petitions to the IFO Board proposing a specific action or proposal will be considered if signed by one-third of the IFO membership.

 

            2.   If the Board does not undertake the action or adopt such a proposal in substance at the next meeting, after receipt of the petition, the matter must be submitted to the IFO membership for a secret ballot referendum if it does not conflict with the provisions of the IFO Constitution or the contract.  [Membership 4/8/08]

 

            3.   A majority of those IFO members voting shall be sufficient to decide the matter and the Board shall be bound by the result of the referendum.

 

            4.   Voting

 

                  a.   Polls shall be closed at 4 PM and the vote count on each campus shall be reported to the IFO Office no later than 6 PM.

 

            5.   Results of the Voting

 

                  a.   Campus-by-campus results, along with the statewide totals, shall be announced to the membership.

 

d.      Ballots, if any, shall be destroyed sixty (60) days after publication of results.

 

[Chapter XV revised per Board Motion 9/15/06].

 

CHAPTER XVI:  AMENDMENTS (of IFO Articles)

 

A.        Amendments

 

            1.   These articles may be amended by a majority affirmative vote of the IFO members voting on such amendments and, in addition, shall require a majority affirmative vote on a majority of the campuses where ballots are cast.

 

            2.   Amendments shall be proposed either by recommendation of two-thirds of the members of the IFO Board of Directors or by recommendation of a majority of the members of a General Delegate Assembly, or by a petition signed by at least five percent of the IFO membership.

 

            3.   Written notice of a proposed amendment shall be submitted to the IFO members at least 30 days before a scheduled vote of the membership on such amendments.

 

            4.   Normally, constitutional changes proposed by the Board shall also be voted on by the membership in the presidential election.

 

            5.   The model ballot prepared by the IFO Office shall include the wording of all proposed changes and a place to indicate yes or no.

 

            6.   Voting

 

                  a.   Polls shall be closed at 4 PM and the vote count on each campus shall be reported to the IFO Office no later than 6 PM.

 

            7.   Results of the Voting

 

                  a.   Campus-by-campus results, along with the statewide totals, shall be announced to the membership.

 

b.      Ballots, if any, shall be destroyed sixty (60) days after publication of results.

 

[Chapter XVI revised per Board Motion 9/15/06].

 

CHAPTER XVII:  GOVERNANCE

 

A.        Governance

 

B.        Relationship with MnSCU

 

            1.   The IFO shall cooperate with MnSCU and the Chancellor’s Office to promote and develop the biennial program of the state universities, to establish and revise goals and objectives, and to develop long-range and strategic plans.

 

            2.   The IFO shall establish a professional relationship with MnSCU and the Chancellor’s Office in order to work toward increased faculty involvement in the governance of the MnSCU system.

 

            3.   When vacancies occur on the MnSCU Board of Trustees, the IFO Board may endorse candidates to fill the vacancies.

 

C.        Statewide Meet and Confer (M&C)

 

            1.   The M&C team shall be the IFO President or his/her designee and the local FA presidents or their designees.

 

            2.   IFO shall request a statewide M&C with MnSCU at least four times each year.

 

            3.   Agenda

 

                  a.   The Board shall determine its items for the agenda of the statewide M&C at its last meeting prior to the M&C.

 

                  b.   Suggestions of items for the statewide M&C agenda should come from FA presidents, chairpersons of Standing Committees, the president and members of the Board.

 

                  c.   Items may be added to the agenda at the pre-M&C meeting of the IFO team with unanimous consent.

 

            4.   Whenever necessary, the Board will develop statewide positions on matters to be discussed at M&C.

 

            5.   A report of every statewide M&C shall be communicated to the membership.

 

D.        Joint MnSCU/Faculty Task Forces and Committees

 

            1.   Where there are to be appointments to statewide joint MnSCU/Faculty committees or other groups, there must first be a statewide M&C on the establishment of such committees or groups. Prior to the establishment of such committees or groups, there must be a mutually agreed-upon written description of the charge, composition, and timelines of the committee or group, along with a sunset clause. In a crisis or emergency situation, as agreed to by the EC, such committees may be temporarily established until agreed upon at the next scheduled M&C. If agreement is not reached at statewide M&C, the temporary committee will be disbanded. In any event, the IFO must be provided in advance a proposed draft description of the charge, composition, and timelines of the committee or group, along with a sunset clause.

 

            2.   The Executive Committee shall serve as an appointments committee for statewide committees.

 

            3.   The IFO shall seek MnSCU’s agreement to reimburse the expenses of faculty representatives to MnSCU task forces.

 

[Chapter XVII revised per Board Motion 9/15/06].

 

CHAPTER XVIII:  FISCAL POLICIES

 

A.        Fiscal Policies

 

            1.   Financial records, except for audited annual financial statements that are kept permanently, shall be retained for seven years.

 

B.        Financial Assets

 

            1.   Investment of IFO Funds [See Appendix]

 

                  a.   The Board shall approve an investment policy for IFO funds. This investment policy shall be reviewed annually by the Board at the first Board meeting of the calendar year.

 

                  b.   Treasurer’s Advisory Committee (TAC)

 

                        b1.       The Board shall appoint a Treasurer’s Advisory Committee, the membership of which

            shall include the Treasurer, the IFO Controller, and four members of the Board.

 

                        b2.       The Treasurer’s Advisory Committee shall meet a minimum of once/semester at a time to coincide with scheduled Board meetings.  These meetings shall be scheduled and called by the Treasurer at least one month in advance.

 

                        b3.       The duties of the Treasurer’s Advisory Committee shall include establishing (and

                  annually reviewing) an investment policy to present to the Board, to advise the Treasurer on budgetary issues, and to review the annual budget prior to consideration by the Board.

 

                        b4.       The terms of the Treasurer’s Advisory Committee membership shall coincide with

                                    their appointment term to the Board.  A Board member may serve up to two

                                    consecutive terms on the Treasurer’s Advisory Committee.  The Treasurer shall serve

                                    as the chair of this committee throughout her/his term as Treasurer.  [Board 4/26/07]

 

                  c.   Funds

 

                        c1.       Reserve Fund

 

                                    c1.1     The Board shall maintain a reserve fund to aid in emergency situations, possible fiscal shortfalls, and the cash flow of the organization.

 

                                    c1.2     Reserve funds shall be partitioned as follows: 

 

                                                1) Operating Cash.  Short-term investments, such as interest bearing checking accounts, shall provide working capital for the organization.  The working capital accounts shall be kept at an amount equal to one month of operating expenses.  Short-term funds in excess of short-term needs shall be moved to cash reserves.  [Board 2/8/08]  

 

                                                2) Cash Reserves.  Medium-term investments, such as money market accounts and certificates of deposit, shall provide working capital during periods when cash disbursements exceed dues revenues.  The cash reserves should be kept at an amount equal to finance the operations over the largest period without revenues, which is five months, as of February 2007.  Funds not needed for medium-term needs shall be moved to long-term investments.  [Board 2/8/08]

 

3)      Long-term Investments, such as index mutual funds, shall provide growth of assets at a higher risk than short-term and medium-term investments but at a relatively low risk of loss.  Long-term investments may be sold to fund needs approved by the IFO Board of Directors.  [Board 2/8/08]

 

                                    c1.3     At the end of each fiscal year, any unexpended funds of that year and the interest earned on investments, shall go into the reserve fund.

 

                                    c1.4     A permanent reduction in the reserve fund balance shall require a two-thirds affirmative vote of the Board. The term permanent reduction does not apply to a single-year expenditure.

 

                                    c1.5     The Board may appropriate some of the reserve funds held as long-term investments for a special purpose fund if approved by a two-thirds vote of the Board.  [Board 2/8/08]

 

C.        Annual Budget

 

            1.   The fiscal year shall be July 1 through June 30.

 

            2.   The Board shall give preliminary approval to the annual budget. The GDA will give final approval in even-numbered years. In odd-numbered years, the Board shall set the budget no later than May 15.

 

a.       Each Standing Committee shall submit its budget request for the following fiscal year no later than February 1.

 

                        a1.       Standing Committees may carry forward to the next fiscal year the unused portion of its budget for a special purpose with the approval of the Board at its last meeting of the academic year. [Board 12/2/05]

 

            3.   During the fiscal year the Board may augment or reduce amounts in line items in the budget as it deems necessary.

 

            4.   For proposed capital expenditures in excess of $5,000, the Board shall be provided with financial analysis and data prior to the meeting at which the proposal will be considered. [Board 12/2/05]

            5.   Expenditure Policies

 

                  a.   Official Travel Expenses

 

                        a1.       Transportation

 

                                    a1i.      Allowable personal automobile expenses for official IFO business in any fiscal

                                                year shall be reimbursed on the basis of the IRS Standard Rate per mile.)

                                                [Board 10/12/06]

     

                                    a1ii.     The Board shall establish the reimbursement rate for travel to and from the GDA by delegates and alternates.

 

                                    a1iii.    Except for Delegate Assemblies, an individual shall be reimbursed for the actual reasonable cost of a rented vehicle or airfare fees incurred to attend a regularly scheduled meeting or other IFO activity.

 

                                    a1iv.    The IFO will reimburse a member who incurs either automobile service call expense or collision costs not covered by insurance while traveling on official business. The limit on such reimbursement is $500 per incident.

 

                        a2.       Meals

 

                                    a2i.      Reimbursement for food (meals) shall be limited to the equivalent of State of Minnesota per diem rates (generally referred to as state meal amounts) unless the request for reimbursement is accompanied by an itemized receipt.  If an itemized receipt is submitted with the reimbursement request, the breakfast and lunch reimbursement rates shall not exceed 2 times the State of Minnesota per diem rates and the dinner reimbursement shall not exceed 2 times the State of Minnesota per diem rate plus $10.00.  These expense limits shall also apply to group meals (such as during committee meetings) when food is paid for by a staff member’s credit card or charged to a hotel room or account.  Any receipts submitted for group purchases must include the names of members (and staff) for whom meals are purchased.  Service gratuities shall be included in these limits and in no case shall the organization reimburse gratuities that exceed 22% of the total service.  [Effective date of change 3/1/08, Board 2/8/08]  

 

                        a3        Alcohol

 

                                    a3i.      Reimbursement of expenditures for alcohol shall be determined by the local Faculty Associations with regard to use of campus funds.  If local money is used for alcohol, receipts must be provided delineating the amounts for alcohol.

 

                                    a3ii.     Reimbursement of expenditures for alcohol shall be allowed at the state IFO level at a rate of up to ten dollars ($10.00) per day for each individual.  Receipts must be provided delineating the amounts for alcohol. [Effective Date Tuesday, December 5th, 2006, Board 12/1/06]  This reimbursement limit shall also apply to group meetings (such as committee meetings) when alcohol is paid for by a staff member’s credit card or charged to a hotel room or account.  Any receipts submitted for group purchases must include the names of members (and staff) for whom alcohol is purchased.  Service gratuities shall be included in these limits and in no case shall the organization reimburse gratuities that exceed 22% of the total service.  [Effective date of change 3/1/08, Board 2/8/08]

 

                        a4.       Lodging

 

                                    a4i.      Normally lodging will be arranged and paid directly by the IFO state office.  When not paid directly by the IFO state office, lodging will be reimbursed at reasonable actual rates through submission of receipt. 

 

                        a5.       Other Expenses

 

                                    a5i.      Reimbursement for other travel expenses, such as parking and taxis, shall be at cost.  Receipts are required for such reimbursements in excess of ten dollars. 

 

                        a6.       Out-Of-State Travel

 

                                    a6i.      Reimbursement for out-of-state travel expenses incurred while on IFO business must be approved in advance by the IFO EC. 

 

                        a7.       Where a receipt is unavailable, an affidavit provided by the IFO State Office is

                                    required. 

 

            b.         IFO President

 

                        b1.       IFO shall reimburse MnSCU for the President’s release time, as agreed to in the IFO/MnSCU Agreement. The President shall receive her/his base pay from her/his home institution.  The IFO shall pay the President for the additional amounts (if any) as indicated below. [Board Motion 1/26/06]

 

                                    b1.1     At the beginning of each Presidential term, the President’s IFO base salary shall be set at the highest of either 135.7% of her/his faculty base salary or the IFO minimum as described below.  (While the 135.7 % was arrived at by looking at a faculty schedule of 168 duty days plus 60 additional it does not imply a set number of work days, vacation days etc. but does imply year round work as necessary to do the job.)  After that, any increases the President would have received, even retroactively, in her/his faculty salary shall be added to her/his IFO base salary. [Board Motion 10/29/98 4/28/2000 and 1/26/06.]

                                   

                                    b1.2     IFO Minimum:  The IFO minimum Presidential salary is set at $90,000, for the 2004-2006 term, and is to be increased by Board resolution for each subsequent two-year term to reflect the average increase in faculty salaries during the preceding two years. [Board Motion 1/26/06]  The IFO Presidential minimum salary for the FY06-08 term shall be set at $95,400 (reflects a 6% increase achieved in the FY05-07 contract).  [Board Motion 4/27/07]

 

                                    b1.3     Calculation of the IFO minimum Presidential salary shall take place at the start of each presidential term.  If a President serves two consecutive terms, her/his salary shall not be reduced as a result of this calculation.  [Board Motion 4/27/07]

 

                        b2.       During the transition period between presidents, the IFO shall pay actual salary and expenses of the President-elect for a period not to exceed 10 duty days, in June of the year in which the presidential election occurs. [Board 10/27/00]

 

                        b3.       The IFO President shall be provided a taxable housing allowance if he/she must maintain a second residence in the St. Paul/Minneapolis metropolitan area during his/her term of office.  Housing allowance is set each year on July 1 to the average rent for a two bedroom apartment in St. Paul plus 20%.  This amount is recalculated each July 1.  [Board 12/2/05 and 1/26/06]

 

                        b4.       In addition to actual business mileage, the IFO President will be reimbursed for no more than 40 trips home, per year, at the IRS rate. [Board Motion 12/2/05 and 1/26/06]

 

                        b5.       The IFO Presidential compensation package (salary, housing, mileage) shall be subject to reporting as defined by IRS regulation.  [Board Motion 12/2/05 and 1/26/06]

 

            c.   Financial Support for Local Associations

 

                  c1. Local Operating Budget

 

                        c1.1     Financial support for local Associations shall be provided by the IFO according to the amounts as adopted with the setting of the IFO budget.