September 24, 2008 Dr. William Radke, Provost University of

September 24, 2008 Dr. William Radke, Provost University of Central Oklahoma 100 North University Drive Edmond, OK 73034 Dear Dr. Radke, Enclosed please find documents related to the work of the Emeritus Faculty Association Committee. These materials include:

A. Report of the Action Team Facilitator divided into four sections.

B. Appendices, including the cover letter and retired faculty survey form.

The committee met seven times beginning on June 3, 2008, and ending on September 25, 2008. Our work is completed and we believe that we have accomplished the charge with which we were given. Thank you for the opportunity to serve the university in this way. Shari Carney Fred Grosz Kent Kidwell David Landrum Pat LaGrow Virginia Peters

Panda\Ed’s Folder\Radke Info

Emeritus Faculty Association Action Team Report

Table of Contents

Introduction 1 Section I: Action Team Overview 2 – 3 Section II: UCO Retired Faculty Survey Data Analysis 4 – 8 Section III: Flowchart 9 Section IV: Recommendations 10 – 12 Membership Application Form 13 Appendix A: Cover Letter and Survey Form 14 – 17 Appendix B: Additional Ideas, Comments, Suggestions As Written on Returned Surveys 18 – 21 Appendix C: Communication Information Pertaining To Survey Respondents 22 – 26


Emeritus Faculty Association Action Team Report September 24, 2008

Facilitator: Dr. Virginia Peters Committee: Dr. Kent Kidwell, Mr. David Landrum, Ms. Shari Carney, Dr. Fred Grosz, Dr. Virginia Peters, Dr. Patricia LaGrow


Emeritus Faculty Association Action Team Report

Introduction

The purpose of the Emeritus Faculty Association Action Team was to determine what might be helpful to UCO retired faculty as well as what they could give back to the university. The intent is to reconnect emeritus faculty to UCO. The action team was given the fol lowing charge:

1) Identifying emeritus faculty benefits and privi leges not currently in existence.

2) Identifying emeritus faculty opportunities for involvement with and connections to university colleges and departments.


Section I Action Team Overview

A. Data Gathering 1. Two hundred and forty (240) persons designated as retired UCO faculty by

the UCO Office of Employment Services received a mail-out which included a cover letter and a survey form. Sixty-two (62) survey forms were completed and returned for a return rate of 26.6%. A complete analysis of survey data is contained in Section II.

2. Ten (10) UCO metropolitan peer institutions were contacted for information regarding retired faculty associations, privileges and courtesies granted, and opportunities offered. Eight (8) institutions replied; four (4) indicated that they had no formal associations for retired faculty and four (4) indicated that they did have formal associations and sent information related to them.

3. Anecdotal information was obtained through contacts made with committee members.

B. Internal Units and External Organizations 1. Internal: Offices of Academic Affairs, Alumni Relations, Employment

Services.

2. External: Association of Retirement Organizations in Higher Education, UCO Metropolitan Peer Institutions as defined by the UCO Executive Committee in 2007, University of Oklahoma (The University of Oklahoma responded with information about their association, which is available upon request from the committee).

C. Flowcharted Processes

The connection of a retired faculty association to current university structure

was determined and depicted in a flow chart (Section III), placing the

association in a direct relationship with the Office of Academic Affairs and in an

indirect relationship with university departments and colleges, the Development

Office and the Office of Prospective Student Services

D. Primary Solutions An Emeritus Faculty Association should be established at UCO under the auspices of the Office of Academic Affairs. Nominal membership dues should be assessed to assist with printing and mailing expenses and other incidental costs. Emeritus faculty should be offered privileges and courtesies as well as opportunities in the areas of teaching, leadership, professional activities, and social and cultural activities. Itemized privileges, courtesies and opportunities are included in Section IV, Recommendations.


E. Budgetary Implications of Solutions Direct and indirect costs for the Office of Academic Affairs and/or the university could include e-mail network privileges, computer access, office and/or filing space for association records, duplication of materials, mail-out service to association members who do not have computer access and appropriate secretarial/staff assistance. Another budget item would be the cost of the preparation of a membership packet including a membership form, materials related to privileges, courtesies and opportunities, and information about how to secure them. An initial operating budget of $5,000 is requested.

F. Measures of Success and Progress for Solutions 1. The establishment of an Emeritus Faculty Association.

2. The development of attractive membership materials.

3. The development of by-laws and operating procedures for the association.

4. The selection of initial leadership for the association.

5. The number of retired faculty members who initially join the association.

6. The number of retired faculty members who join the association at the time of their retirement.

7. The number of faculty members who apply for, and make use of, the courtesies and privileges offered to them by the university.

8. The number of retired faculty members who take advantage of the opportunities offered by the university in the areas of teaching and leadership, professional activities and social and cultural activities.

9. The benefits that accrue to the university when retired faculty members offer their services in various areas.

G. Additional Alternative Solutions This section of the Action Team Report Form is not applicable to the work of this committee.

H. Meeting Agendas and Minutes Agendas and minutes of the committee are available on request.


Section II UCO Retired Faculty Survey Data Analysis

THE SURVEY Cover letters and survey forms were mailed on July 10, 2008, to 257 persons designated as retired UCO faculty by the UCO Office of Employment Services. About twenty former faculty members, who retired as administrators, were classified by this office as staff rather than faculty so they were not sent survey forms. It is probable that this group would be interested in the opportunities, privileges and courtesies covered in the survey, that they could be a valuable resource for the university, and that they should be included in future work in this area. Copies of the survey form and cover letter available in Appendix A. Seventeen (17) of the 257 mail-outs were returned with “wrong address and unable to forward” or “deceased” notations on the envelopes. It was assumed that 240 survey forms were received by the target population since no other mail-outs were returned. The deadline for return of the survey forms was July 31, 2008. Sixty-two (62) survey forms were completed and returned by August 5, 2008, for a return rate of 25.8%. TARGET POPULATION & RESPONDENTS The geographical locations of the target population and the respondents are reflected as follows: Geographical Location Target Population Respondents Number % of Total Number % of Total Sent Sent Returned Returned Edmond, Oklahoma 133 52% 46 74% Oklahoma City Metropolitan Area (excluding Edmond)

67 26% 10 16%

State of Oklahoma (excluding Oklahoma City Metro & Edmond)

25 10% 4 7%

Outside the State of Oklahoma 32 12% 2 3% Totals 257 100% 62 100%

The number of years taught at UCO and the year of retirement of the respondents are shown in the following charts. Number of Years Taught by Respondents Most years taught 48 Fewest years taught 10 Range 38 Mean 25.935 Median 25.5 Mode 25 Year of Retirement of Respondents Earliest Year of Retirement 1986 Most Recent Year of Retirement 2008 Range 22 Mean 1998 Median 1999 Mode 2006


SURVEY RESULTS The survey form was structured into six sections with a number of items in each section. Space was also provided for additional ideas, comments and suggestions (Appendix C). The sections of the survey were as follows:

A. Teaching and Leadership Opportunities B. Professional Activities and Opportunities C. Social and Cultural Opportunities D. Privileges and Courtesies at Zero or Nominal Cost E. Additional Information F. Communication Information

Data collected from each section of the survey is reported on the following pages. A. Teaching and Leadership Opportunities Retired Faculty I Personally Might Could be Involved Be Interested

Number Percentage Number Percentage Guest Lecturer 51 82% 16 26% Substitute Teacher 45 73% 13 21% Class Discussion Leader 27 44% 5 8% Student Advisor 29 47% 3 4% Student Recruiter 30 48% 2 3% Graduate Student Advisory Committee 42 68% 9 15% Mentor for New Faculty 36 58% 8 13% Mentor for New Administrator 29 47% 5 8% Consultant 40 65% 10 16% Fund Raiser 26 42% 6 9% Member of Committee 31 50% 8 13% Distinguished Emeritus Faculty Fellow 4 66% 13 20% University Ombudsman 32 52% 10 16%

SUMMARY At least 26 respondents thought that retired faculty could be involved in every one of the areas. The areas that most respondents thought retired faculty could be involved in were: guest lecturer (51), substitute teacher (45), graduate student advisory committee (42), Distinguished Emeritus Faculty Fellow (41), and consultant (40). The areas that fewest respondents thought that retired faculty could be involved in were: fundraiser (26), class discussion leader (27), student advisor (29), and mentor for new administrator (29). At least 2 respondents indicated a personal interest in participating in each of the areas. The areas that most respondents were personally interested in were: guest lecturer (16), substitute teacher (13), distinguished Emeritus Faculty Fellow (13), consultant (10), university ombudsman (10), graduate student advisory committee (9), member of committee (8), and mentor for new faculty (8). The areas in which the fewest respondents indicated a personal interest in participating were: student recruiter (2), student advisor (3), class discussion leader (5), mentor for new administrator (5), and fund raiser (6). The percentage of respondents who thought retired faculty members could be involved in these areas ranged from 82% to 42% with 50% or more in eight of the thirteen areas. The percentage of respondents who might personally be interested in participating in these areas ranged from 26% to 3% with 20% or more in only three of the thirteen areas.

SURVEY RESULTS (continued)


B. Professional Activities and Opportunities Retired Faculty I Personally Might Could be Involved Be Interested Number Percentage Number Percentage

Invitations to university professional enhancement activities (speakers, research presentations, seminars, scholarly events) 52 83% 1 1% Invitations to department and/or college events 52 83% 27 43% Participation in academic processions at commencements 24 38% 8 13% Inclusion of retired faculty professional information in university directory, academic catalog and other appropriate publications 39 63% 25 40%

SUMMARY At least 24 respondents thought that retired faculty could be involved in every one of these areas. The areas that most respondents thought retired faculty could be involved in were invitations to university professional enhancement activities (52) and invitations to department and/or college events (52). The areas that fewest respondents thought retired faculty could be involved in were participation in academic processions at commencement (24) and inclusion of retired faculty professional information in university directory, academic catalog and other appropriate publications (25). At least one respondent indicated a personal interest in participating in each of these areas. The areas that most respondents were personally interested in were invitations to department and/or college events (27) and inclusion of retired faculty professional information in university directory, academic catalog and other appropriate publications (25). The areas that fewest respondents were personally interested in were invitations to university professional enhancement activities (1) and participation in academic processions (8). Although 52 respondents thought that retired faculty could be involved in invitations to university professional enhancement activities, only one indicated a personal interest in participation and, although 24 respondents thought retired faculty could be involved in participation in academic processions, only eight indicated a personal interest in participation. Of those who thought retired faculty members could receive invitations to department and college events, less than half (43%) were personally interested in receiving such invitations.


SURVEY RESULTS (continued) C. Social and Cultural Opportunities Retired Faculty I Personally Might Could Be Involved Be Interested Number Percentage Number Percentage

Invitations to participate in university, college and department social events 52 83% 32 51% Invitations to participate in university, College and departmental cultural events at zero or nominal cost 54 87% 35 56% Invitations to attend student performances at zero or nominal cost 52 83% 34 54% Invitations to attend athletic events at zero or nominal cost 51 82% 27 43%

SUMMARY Over 80% of the respondents indicated that they thought retired faculty could be involved in each of the areas. Over 50% indicated a personal interest receiving invitations to social events, cultural events and student performances; 43% indicated a personal interest in receiving invitations to athletic events.

D. Privileges and Courtesies at Zero or Nominal Cost Retired Faculty I Personally Might Could Be Involved Be Interested Number Percentage Number Percentage

Campus Parking Permit 55 89% 47 76% University I.D. Card 56 90% 46 74% University Business Cards 32 52% 20 32% Network & E-Mail Privileges 44 71% 26 42% Library Privileges 57 92% 42 68% Wellness Center Privileges 58 94% 35 56% Health Center Privileges 56 90% 37 60% Audit of University Classes with Instructor Approval When Space Is Available 51 82% 31 50%

SUMMARY At least 32 respondents (52%) thought that retired faculty could be involved in every one of these areas. The areas that most respondents thought retired faculty could be involved in were: wellness center privileges (58), library privileges (57), health center privileges (56), university ID card (56) and campus parking permit (55). The areas that the fewest respondents thought retired faculty could be involved in were university business cards (32) and network and e-mail privileges (44). At least 20 respondents (32%) indicated a personal interest in participating in each of the areas. The areas that most people were personally interested in were: campus parking permit (47), university ID card (46) and library privileges (42). The areas in which the fewest respondents were personally interested in were university business cards (20) and network and e-mail privileges (26).


SURVEY RESULTS (continued) E. Additional Information

• I think a UCO retired faculty association should be established. Yes 56 90% No 3 5% Did Not Answer 3 5% __________ Totals 62 100%

• I would be interested in joining a retired faculty association. Yes 50 81% No 5 8% Did Not Answer 7 11% __________ Totals 62 100%

• I would be willing to pay a nominal dues fee for membership in a retired faculty association.

Yes 48 77% No 6 10%

Did Not Answer 8 13% __________ Totals 62 100%

SUMMARY Ninety percent (90%) of the respondents thought that a UCO retired faculty association should be established. Eighty-one percent (81%) indicated that they would be interested in joining a retired faculty association. Seventy-seven percent (77%) indicated that they would be willing to pay a nominal dues fee for membership in a retired faculty association. Additional ideas, comments and suggestions that were written on the survey form are listed in Appendix B.

F. Communication Information

Communication information pertaining to individual survey respondents is provided in Appendix C.


Section III Flowchart Emeritus Faculty Flowchart – not available


Section IV Recommendations A. TEACHING AND LEADERSHIP OPPORTUNITIES

1. Recommend the following teaching and leadership opportunities be made available to emeritus faculty: Guest lecturer

Substitute teacher Class discussion leader Student adviser Student recruiter Member of graduate student advisory committee Mentor for new faculty Mentor for new administrator Consultant Fundraiser Member of department/college/university committee Distinguished Emeritus Faculty Fellow (full or part time teaching) University Ombudsman

2. Most of these teaching and leadership responsibilities should be performed voluntarily at

no cost to the university. The exceptions are as follows: a) Reimbursement of travel costs, at the state reimbursement rate, should be provided

for those persons involved in recruitment and fund raising. b) Substitute teachers should be paid at the current adjunct faculty rate. c) Consultants should be paid per negotiation with the department or college for whom

they are serving as consultant. d) Distinguished Emeritus Faculty Fellows should be paid at a rate of 5% more than the

current adjunct faculty rate. e) University Ombudsmen should be paid at an hourly rate of $75.00. Billable hours

would include time necessary for review and background work of a case as well as actual time spent with the faculty member requesting assistance.

f) It will be the responsibility of the emeritus faculty member to ensure that payment for services does not have a negative impact on their teacher retirement pay.

3. Specific recommendations regarding University Ombudsmen are as follows:

a) There should be a pool of designated University Ombudsmen – a minimum of two persons, one female and one male. This would increase the possibility that at least one ombudsman would be available when needed and that the faculty member requesting assistance could choose a person with whom he or she felt comfortable.

b) University Ombudsmen should be highly respected and well informed emeritus faculty.

c) University Ombudsmen should have a good working relationship with the university legal counsel.

d) University Ombudsmen will not have decision making authority or legally binding responsibility. They will serve as sounding boards and counselors will give advice to the faculty members requesting assistance.

B. PROFESSIONAL ACTIVITIES AND OPPORTUNITIES

1. Invitations to university professional enhancement activities and to department and college events should be extended to emeritus faculty.

2. Emeritus faculty should be invited to participate in academic processions at commencements. They must inform the Office of Academic Affairs of their intent to participate by the published deadline and must provide their own academic regalia.

3. Emeritus faculty should be invited to have their professional and personal contact information included on the UCO web site. This inclusion of information would be


voluntary for emeritus faculty and would require the approval of the department in which they taught.

C. SOCIAL AND CULTURAL OPPORTUNITIES

1. Emeritus faculty should receive invitations to attend university, college and department social events.

2. Emeritus faculty should receive invitations to attend athletic events, student performances and university, college and department cultural events free or at the reduced rate available to regular faculty.

D. PRIVILEGES AND COURTESIES

1. The privileges and courtesies currently being extended to emeritus faculty by the university should continue to be extended in the future. These include: university I. D. card and campus parking permit as well as e-mail privileges and privileges to use the library, the wellness center and the health center. Emeritus faculty should be informed that these privileges are available and how to obtain them.

2. An additional courtesy that should be extended to emeritus faculty is the privilege of auditing university classes with instructor approval when space is available. This would be at no cost to the emeritus faculty member except expendable supplies that might be required for the class. Emeritus faculty taking advantage of this opportunity will have to go through the formal of signing up for audit.

3. Workshops should be offered specifically for emeritus faculty and/or they should be made aware of available workshops and invited to participate. Examples: computer skills, technology updates, art appreciation, yoga, etc.

4. An emeritus faculty discount at the UCO Bookstore should be offered at a rate comparable to the regular faculty discount.

5. Emeritus faculty should have access to any future faculty lounge areas campus. 6. Privileges and courtesies, as well as social and cultural opportunities, should be extended

to spouses of emeriti faculty when deemed appropriate by the Office of Academic Affairs. E. ESTABLISHMENT OF AN EMERITUS FACULTY ASSOCIATION

1. An Association of Emeritus Faculty should be established. 2. Membership should be open to all emeritus faculty as well as emeritus administrators who

have served as faculty at some point during their employment at UCO. Emeritus status is defined and determined by the Board of Regents.

3. Annual membership dues should be set at $15.00 with as an option to purchase a lifetime membership for $225.00. Membership dues will help defray printing and mailing expenses, courtesy cards for members’ illnesses and deaths, and other incidental costs.

4. Yearly membership in the Emeritus Faculty Association will begin on January 1 and end on December 31.

5. When retiring faculty members go through their final check out with the UCO Office of Employment Services, they should receive an Emeritus Faculty Association membership packet. This packet should include a membership application form (preliminary form on page 13), a list of privileges and courtesies available and how to obtain them, and information regarding available teaching and leadership opportunities. Emeritus faculty who retired prior to the establishment of the Emeritus Faculty Association should be informed of these privileges and opportunities via e-mail, web site or regular mail.

6. Communication with emeritus faculty should be increased. Emeritus faculty should be made aware of the UCO website and of their opportunity to be included on the UCO e-mail network. Printed newsletters should be mailed to those who do not have computer access.

7. An emeritus faculty base of e-mail addresses, regular addresses and numbers should be created and kept in the Office of Academic Affairs as well as the Emeritus Faculty Association office when one is provided. This information should be shared with the appropriate departments and colleges. Address changes received by the university and by colleges and departments also should be shared with other units.

8. Using available models, a structural form as well as bylaws and operating procedures should be developed for the Emeritus Faculty Association.



9. Consideration should be given to the inclusion of a member of the Faculty Senate and a representative from the Office of Academic Affairs as ex-officio members of the Emeritus Faculty Association executive board.

10. The university should provide office space with appropriate office equipment and furniture for the Emeritus Faculty Association. Location of office space within the Faculty Senate office area should be considered.

11. The university should provide an initial budget of $5000 for start-up funding of the Emeritus Faculty Association. Continuing financial support should be provided.

12. Future plans for the Emeritus Faculty Association should include the possibility of a part time or full time staff position.

13. Information about the Emeritus Faculty Association, when approved, should be included in the Faculty Handbook.

MEMBERSHIP APPLICATION FORM

EMERITUS FACULTY ASSOCIATION

UNIVERSITY OF CENTRAL OKLAHOMA Name (Please print) ____________________________________________________ Mailing Address _______________________________________________________ street, apartment number, post office box _______________________________________________________ city state zip code E‐Mail Address ________________________________________________________ Telephone Numbers: Home ___________________ Cell ______________________ Other __________________________ Year of Retirement from UCO ____________Number of Years at UCO ________ Department in Which I Taught ___________________________________________ College in Which I Taught _______________________________________________ Academic Rank at Time of Retirement _____________________________________ Title I Prefer: Dr. ____ Mr. _____ Mrs. _____ Ms. _____ Professor _____ ______ Enclosed is my check for $15.00 for membership dues for the calendar year _____________.

(Dues commence January 1 following date of retirement and each January 1 thereafter.) ‐ OR ‐ ______ Enclosed is my check for $225.00 for a lifetime membership.


APPENDIX A

Cover Letter and Survey Form

Used for

Survey of Retired UCO Faculty

July 10, 2008


Dear Retired UCO Faculty Member, A committee of retired UCO faculty members has been established to determine the feasibility of forming a retired faculty association and to study the benefits, privileges and opportunities for involvement that such an association might provide. The rationale for the organization of such an association is based on the premise that retired faculty have given many years to UCO; that we continue to have a keen interest in the well being of the university; and that we want to see UCO continue to prosper and grow in positive ways. An association of retired faculty could: (a) encourage retired faculty to remain connected to each other and promote fellowship and interaction; (b) serve as a point of contact and a communication link with the university community; (c) provide a means of keeping retired faculty connected to the intellectual, scholarly and social life of the university; and (d) facilitate opportunities for UCO to use the talent, experience and expertise of retired faculty for the mutual benefit of both the retirees and the university. Our committee has been charged with the following responsibilities: 1. to develop and carry out procedures for determining the feasibility, benefits and costs of establishing an association of retired faculty 2. to identify current benefits and privileges for retired faculty members as well as possible future benefits and privileges 3. to identify opportunities for retired faculty to be involved with and connected to the university and its colleges and departments Dr. William Radke, Provost, and Dr. Pat LaGrow, Vice Provost, have met with the committee and pledged the support of the UCO Office of Academic Affairs. The committee and the university are interested in your thoughts, reactions and suggestions regarding the formation of a retired faculty association and the professional and social activities it might provide and support. We are asking you to complete the enclosed survey form and return it by July 31 to: The Office of Academic Affairs, University of Central Oklahoma 100 N. University Drive, Edmond, Oklahoma 73034 Thank you in advance for your help with this project. Committee Members: Dr. Kent Kidwell, College of Media & Design; Mr. David Landrum, College of Business Administration Ms. Shari Carney, College of Liberal Arts Dr. Fred Grosz, College of Math & Science Dr. Virginia Peters, College of Education & Professional Services SURVEY OF UCO RETIRED FACULTY Please place a check mark ( ) in the blank in front of each area in which you think UCO retired faculty members could be involved. Please place two check marks ( ) in the blank if you personally might be interested in participating in an area.


A. TEACHING AND LEADERSHIP OPPORTUNITIES ___ ___ guest lecturer ___ ___ substitute teacher ___ ___ class discussion group leader ___ ___ student advisor ___ ___ student recruiter ___ ___ serve on graduate student advisory committee ___ ___ mentor for new faculty member ___ ___ mentor for new department chair, dean, other administrator ___ ___ consultant ___ ___ fund raiser ___ ___ member of department, college or university committee ___ ___ Distinguished Emeritus Faculty Fellow (full or part time teaching) ___ ___ University Ombudsman B. PROFESSIONAL ACTIVITIES AND OPPORTUNITIES ___ ___ invitations to university professional enhancement activities (speakers, research presentations, seminars, scholarly events) ___ ___ invitations to department and/or college events ___ ___ participation in academic processions at commencements ___ ___ inclusion of retired faculty professional information in university directory, academic catalogs and other appropriate publications C. SOCIAL AND CULTURAL OPPORTUNITIES ___ ___ invitations to participate in university, college & department social events ___ ___ invitations to participate in university, college & department cultural events at zero or nominal cost ___ ___ invitations to attend student performances at zero or nominal cost ___ ___ invitations to attend athletic events at zero or nominal cost (PLEASE TURN SHEET OVER – MORE ON BACK) SURVEY (CONTINUED) Please place one check mark ( ) in the blank in front of each area in which you think UCO retired faculty members could be involved. Please place two check marks ( ) in the blanks if you personally might be interested in participating in an area. D. PRIVILEGES AND COURTESIES AT ZERO OR NOMINAL COST ___ ___ campus parking permit


___ ___ university I.D. card ___ ___ university business cards

___ ___ network and e‐mail privileges ___ ___ library privileges ___ ___ wellness center privileges (access to fitness areas and equipment) ___ ___ health center privileges (flu shots, blood pressure checks, etc) ___ ___ audit of university classes with instructor approval when space is available E. ADDITIONAL INFORMATION If you agree with a statement, please place one check mark ( ) in the blank in front of it. ______ I think that a UCO retired faculty association should be established. ______ I would be interested in joining a retired faculty association. ______ I would be willing to pay a nominal dues fee for membership in a retired faculty association. Please write your additional ideas, comments and suggestions in the space below. F. COMMUNICATION INFORMATION ( PLEASE PRINT ) Name __________________________________________________________________ Current address _________________________________________________________ E‐mail address __________________________________________________________ Telephone number ______________________________________________________ Year I retired from UCO _________ Number of years I taught at UCO ______


APPENDIX B

Additional Ideas, Comments and

Suggestions As Written on

Returned Surveys


APPENDIX B

Additional Ideas, Comments and Suggestions As Written on Returned Surveys

A. TEACHING AND LEADERSHIP OPPORTUNITIES

• All opportunities should be strictly optional with no pressure to participate in any particular event.

• All items in this section should be with pay to cover expenses.

• There needs to be a budget to pay expenses of retired faculty who volunteer to help.

• We were underpaid for years and still are and you want us to volunteer at our expense still. Pay me for my input and I’ll be involved.

• With regard to student advisor, recruiter and mentor, it might be difficult for those who have been retired a while

because of not being up to date with curricular changes, etc.

• I would be a fund raiser especially for the CAMD – but not limited to CAMD.

• We could serve on department curriculum committees.

• Distinguished Emeritus Faculty Fellow: my schedule is too packed in publishing. I could do one or two illustrated lectures per semester.

• University Ombudsman: I had to ask what this was.

• John Brothers would be a good Ombudsman. He got Oklahoma City through all the busing problems.

B. PROFESSIONAL ACTIVITIES AND OPPORTUNITIES

• Invitations to department and college events: college events underlined. C. SOCIAL AND CULTURAL OPPORTUNITIES

• Invitations to participate in social and cultural events: marked out “participate” and wrote in “attend.”

• Invitations to attend athletic events at zero cost: wrote “I have a lifetime card.” D. PRIVILEGES AND COURTESIES AT ZERO OR NOMINAL COST

• Campus parking permit: I have now, I have, I have this, already have, already possible.

• University ID card: I have one, I have now, I have, I have this.

• University business cards: Yes! I have needed this courtesy on several occasions.

• Network and e-mail privileges: starred.

• Library privileges: starred, have now.

• Wellness Center privileges: I have this already, I have this, I already have, I very much appreciate the free membership in the Wellness Center and I use it!

• Audit of university classes: This would be wonderful. There is a strong appeal to being able to audit classes. I

would like to be able to audit for specific topics for part of a semester.

• I do appreciate the privileges I currently have as an Emeritus.

• We already have some of these privileges, courtesies, etc. but I’m not sure how many retired faculty are aware of them. I frequently talk to those who do not know they could be using the Wellness Center, the Library, etc. Hopefully, a retired faculty association could let them know.


E. ADDITIONAL INFORMATION COMMENTS REGARDING A RETIRED FACULTY ASSOCIATION

• A retired faculty association is a wonderful idea.

• Great idea! Power to you!

• Great idea! The only opportunity in the past was the Alumni Association and, as faculty, I did not feel comfortable in that group.

• Because I live in Texas, I would not participate in such an organization. However, it could benefit both local faculty

and the university to establish one.

• I am out of state six months of each year but when home would participate.

• I think this is a good idea. I’d like to be a member but I live in OKC and seem to have a very busy life. I’m not very interested in driving up to campus on a regular basis.

OTHER IDEAS, COMMENTS AND SUGGESTIONS

• Great idea! If we were in Oklahoma, I most certainly would want to avail myself of many of these opportunities. You need to utilize your retired faculty. It is an important resource for the university and it should be very beneficial and healthy for the retired members.

• I appreciate the work of your committee. The university has a wealth of talent, experience and expertise in the

retired faculty.

• I am specifically interested in technology training from retired faculty.

• We especially need computer courses (said on two forms).

• I would love to stay updated in technology by coming back up to the university and enrolling in specific technology training. We would need a way to be informed of what is offered and then an opportunity to sign up.

• I would find the following activities of interest: a book club led by a retired person from the English Department,

seminars led by retired faculty for retired faculty in the leader’s area of expertise, community service opportunities.

• Set up noon-time brown bag lunches with students, faculty and retired faculty.

• Provide a faculty lounge so that faculty and retirees may have morning coffee and visit. Locate the lounge in the university center.

• Additional perks could include a copy of the campus directory and a discount at the UCO bookstore.

• Involve retired faculty in department research, action research in the public schools and service to the people of

Oklahoma.

• Get retired faculty involved early before they become involved with other things. Since I have been retired from teaching for 12 years, I do have many interests other than UCO. I do believe that involving professors immediately following retirement would be good as they probably have not yet developed other interests.

• I wonder what other universities do with their retired faculty.

• In cases in which the university pays part of the retired faculty pay, occasional increases should be made to offset

inflation.

• I have donated much of my research documents, equipment, lectures, art, and slides to UCO Library Archives. Hope to have an exhibit of my latest publications at UCO, perhaps in conjunction with other professors, both active and retired. I will have my 11th and 12th books published this year.

• As a courtesy to the person returning the survey, a postage paid envelope should be included in the original

mailing.


• When did the College of Arts, Media and Design become the College of Media and Design?

• It’s a little late for me but perhaps I could participate on a limited basis.

• I am not physically able to do most of the things asked for in this survey. Also, I’m not able to afford any of the items asked for – to join or pay for.

• Having past 80 years of age, there would be a limit to my interest in this program.

• At 82 years of age, I am caregiver for my wife who is 87. She is crippled and limited in mobility. I am not able to

be away from the apartment much.

• I think that the current teacher load is too small and that there is nothing on campus in the afternoons.


APPENDIX C

Communication Information Pertaining

To Survey Respondents


APPENDIX C

Communication Information Pertaining to Survey Respondents Francis Baxter, PO Box 872, Edmond, OK 73083 – [email protected] (405) 341-0602 – 2006 – 36 Tom Bergman, PO Box 8405, Edmond, OK 73083 – [email protected] (405) 844-5080 – 2004 – 15 Bobby J. Brown, 13804 Hollow Glen Dr., Edmond, OK 73013 – [email protected] (405) 602-0786 – 1990 – 18 Kathleen Black, 4226 NW 19th, OKC, OK 73107 – [email protected] (405) 943-1563 – 2001 – 35 James H. Brewster, 2721 Julie’s Trail, Edmond, OK 73012 – (405) 340-0747 – 2003 – 11 Shari Carney, 13413 Auburn Lane, Edmond, OK 73013 – [email protected] (405) 475-2915 – 2000 – 28 + with adjuncting Karen Carter, 1509 Canary Dr., Edmond, OK 73034 – [email protected] (405) 340-1286 – 2008 – 17 James G. Caster, 3401 N.W. 24 St., OKC, OK 73107 – (405) 946-4197 – 1992 – 23 Shirley Connelly, 3309 Baird Dr., Edmond, OK 73013 – [email protected] (405) 341-6740 – 1996 – 20 Beverley L. Cox, 9701 N. Bryant Ave., OKC, OK 73131 – (405) 478-0026 – 1993 – 32 William T. Dever, 1728 S. Rankin, Edmond, OK 73013 – 1994 – 32 Hall Duncan, 709 Doe Trail, Edmond, OK 73012 – [email protected] (405) 348-1296 – 1986 – 17 Bill Fisher & Mary Alice Fisher, 14901 N. Penn. Ave., Apt # 389, OKC, OK (2) [email protected] – (405) 755-1372 – Both in 1984 – Bill 35, Mary 23 Margaret Flansburg, 209 NW 20th St., OKC, OK 73103 – [email protected] (405) 525-0283 – 2001 – 20 Bonny E. Ford, 14108 Constitution Ave., Edmond, OK 73013 – [email protected] (405) 478-4099 – 2002 – 21 Edward L. Fortenberry, 1002 E. Drive, Edmond, OK 73034 – [email protected] (405) 348-0151 – 1995 – 33 + 2 years adjunct Dorothy Frosch, 1902 Leawood Place, Edmond, OK 73034 – [email protected] (405) 341-4276 – 1991 – 25


mailto:[email protected]













Herbert Giles, 6424 Winchester Dr., OKC, OK 73162 –[email protected] (405) 722 – 9708 – 2000 – 20 Donald E. Green, PO Box 236, Tishomingo, OK 73460 - [email protected] (407) 489-0716 – 1990 – 25 Mary Jane Nelson-Green, PO Box 236, Tishomingo, OK 73460 –[email protected] (580) 443-5788 – 1992 – 25 Pamela Kaye Green, 3804 Rena Dawn Lane, Edmond, OK 73013 – [email protected] (H) 340-5030 © 826-0389 – 2005 – 25 Fred Grosz, 2304 Chisholm Trail Blvd., Edmond, OK 73003 – [email protected] (405)341-1098 – 2000 – 22 Engel Grow, 3224 Sand Plum Lane, Edmond, OK 73003 – [email protected] (405) 330-1308 – 1990 – 25 Peggy J. Guthrie, 338716 E. 910 Rd., Chandler, OK 74834 –[email protected] (405) 240-5363 – 2004 – 37 Gene Hellstern, 1402 Oak Springs Lane, Edmond, OK 73034 – [email protected] (405) 341-2483 – 1993 (from full time) – 28 Barbara Henthorn, 3504 Meadow Lane, Edmond, OK 73013 – [email protected] (H) 405-348-9157 © 206-4171 – 1991 – 22 Marcia A. Hakala, 4400 FM 1568, Maloy Rd., Campbell, TX 75422-2264 (903) 886-6774 – 1998 – 10 Dean F. Hyde, 13716 Crossing Way E., Edmond, OK 73013 (405) 478-5160 – 1996 – 40 Lewis H. Irving, 615 NW 40, OKC, OK 73118 (405) 528-4556 – 2000 – 31 Byung L. Jung, 1508 Winding Ridge Rd., Norman, OK 73072 – [email protected] (405) 321-6786 – 2005 – 15 Bettie Jo Knight, 1504 S. Comarron Road, Stillwater, OK 74074 – [email protected] (405) 372-9123 – 2006 – 16 David M. Landrum, 8209 Lakeaire Drive, Oklahoma City, OK 73132 – [email protected] (405) 721-1146 - - 30 Paul R. Lehman, 1313 Briarwood Drive, Edmond, OK 73034 – [email protected] (405) 341-8773 – 2007 – 39 L. Whit Marks, 544 Benton Rd., Edmond, OK 73034 – [email protected] (405) 341-4675 – 2003 – 48 Carolyn S. Marshall, 2212 Rosewood Lane, Edmond, OK 73013 – [email protected] (405) 348-2896 – 2000 – 20 Bill Massey, 4604 Steven Dr., Edmond, OK 73013 – [email protected] (405) 340-8921 – 2004 – 14


mailto:%E2%80%[email protected]
















Patrick E. McGinnis, 2113 Purple Martin Lane, Edmond, OK 73034 – [email protected] – (405) 341-6964 – 2000 – 32 Richard Mitchell, 13 E. Janice Ave., #201, Yukon, OK 73099 – [email protected] (405) 354-5557 – 1994 – 24 E. Joanne Necco, 3624 Equestrian Ct., Edmond, OK 73034 – [email protected] (405) 341-3366 – 2007 – 15 John Osburn, 9 Whitwell Circle, Edmond, OK 73034 – [email protected] (405) 341-6692 – 2004 – 39 Emmet Osgood, 4005 Little Timber, Edmond, OK 73025 – [email protected] – (405) 341-7648 – 1992 – 32 Virginia M. Osgood, 4005 Little Timber, Edmond, OK 73025 – [email protected] – (405) 341-7648 – 2004 – 11 Virginia Peters, 2012 Rolling Creek Road, Edmond, OK 73034 – [email protected] – (405) 348-7031 – 1992 – 34 full time Billye Peterson, 9609 N. Charter Oak Circle, Edmond, OK 73034 – [email protected] H (405) 341-5695 C 812-0138 – 2006 – 19 Edgar L. Petty, Jr., 2201 NW 122nd St. Apt 2613, Oklahoma City, OK 73120-8417 – (405) 749-6968 – 1986 – 18 plus 8 yrs adjunct Gerry C. Pinkston, 2012 Rolling Creek Road, Edmond, OK 73034 – [email protected] – (405) 348-7031 – 2006 – 31 G. Kay Powers, 1420 Bond St., Edmond, OK 73034 – [email protected] (405) 359-5999 – 2002 – 36 ½ Loree M. Rice, 15 Whitwell Circle, Edmond, OK 73034 – [email protected] – (405) 341-3710 – 1996 – 26 Odus Rice, 217 E. Lincoln Ave., Edmond, OK 73034 – [email protected] – H (405) 341-3779 C 315-7976 – 1998 – 38 Verlin Richardson, 316 Ramblewood, Edmond, OK 73034 (405) 341-0181 – 1996 – 34 Jimmie L. Rogers, 21124 Aqua, Mission Viejo, CA 92691 – [email protected] (949) 699-0826 – 1996 – 30 Charles A. Simmons, 3304 N. Maxwell Drive, Nort Frst Prk 73121 (405) 424-0445 – 2007 – 26 Terrill D. Smith, 6022 Elk Valley, San Antonio, TX 78249 –[email protected] (210) 691-3282 – 1997 – 29 Warren Smith, 327 E. 10th St., Edmond, OK 73034-4758 – [email protected] H (405) 341-4120 C (405) 640-6739 – 1988 – 25 Douglas Sprung, 505 Partridge Lane, Edmond, OK 73034 – [email protected] (405) 348-3430 – 2006 – 30 Mack R. Wedel, 1204 Wood Way, Edmond, OK 73034 – [email protected] (405) 341-5257 – 1992 – 28 + 4 yr adjunct


















John Westerman, 2612 N.W. 154th St., Edmond, OK 73013 – [email protected] (405) 341-9210 – 2006 – 31 Larry Westmoreland, 1320 Central Court, Edmond, OK 73034 – [email protected] – (405) 341-7852 – 1995 – 26 Charles Whipple, 327 Sundance Lane, Edmond, OK 73034 – [email protected] (405) 341-3822 – 2003 – 35 Geraldine “Deanie” Wright, 708 NW 158th St., Edmond, OK 73013 – [email protected] – 2006 – 12 ??? (405) 478-2083 – 19-- - 14







AGENDA UCO RETIRED FACULTY COMMITTEE SEPTEMBER 3, 2008 PROVOST CONFERENCE ROOM – LILLARD ADMINISTRATION BUILDING Call to Order Review of Provost Radke’s “Charge to the Committee” Identify benefits/privileges which would be beneficial to retired faculty. Identify opportunities for retired faculty’s involvement with and/or connections to the university, college and/or departments and perceived benefits of such involvement. Analysis of Results of Retired Faculty Survey and Committee Recommendations Based on Survey Results – Virginia Peters Survey of Other Institutions for Information Regarding Their Retired Faculty Associations, Benefits, Privileges, Opportunities for Involvement and Connection to the University – Shari Carney Proposed Flow Chart Showing Connection of Retired Faculty Association to Current University Structure – Pat LaGrow Future Committee Actions and Assignments Budget Implications Regarding Survey Items Measures of Success/Progress for Committee Recommendations Determination of Future Committee Meeting Dates. Please bring your calendars. Adjournment

Documents

September 24, 2008 Dr. William Radke, Provost University of