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Attachment 1

Instructions Regarding Procedures To Be Followed by University Employees Who Intend To Become Candidates for or Holders of Political Offices

These instructions pertain to University employees exempt from the State Personnel Act who intend to be candidates for election or appointment to or to hold part-time offices for which compensation is more than nominal

1. An affected employee must use the forms/format prescribed herein.

2. Contact the Office of the Vice Chancellor and General Counsel for advice and assistance. Petitions required by these instructions should be addressed to the Chancellor.

3. Any petitions required by these instructions should be submitted as early as possible, but no later than the following:

4. An employee submitting a petition must present it and all accompanying information through the normal administrative chain to the Chancellor, in a timely manner, as the basic information upon which they may rely in reaching conclusions required of them as part of the petition process. Any such official may require additional information or explanation from the petitioner, to aid his/her evaluation of the petition.

5. A separate petition is required for action by the Board of Trustees with respect to each stage of involvement in political candidacy and office-holding. For example, an employee who proposes to become a candidate for election to the General Assembly must: (1) present an initial petition to the Board of Trustees by no later than November 1 if he or she intends to be a candidate in the forthcoming May primary; (2) if successful in the primary, present a petition by no later than July 1 if he or she intends to be a candidate in the November general election; (3) in anticipation of success in the general election, present a petition by no later than November 1 of the election year, with respect to service in the General Assembly during the following year, and thereafter for each succeeding year of service. With respect to a member of the faculty who is elected to the General Assembly, it would be necessary to submit a timely petition for each semester of University employment during which he or she held such office.

6. Whether the petition relates to candidacy or office-holding, the petition form accords the employee more than one option that could be used to resolve the presumed conflict with University employment, e.g., (a) to rebut the presumption, (b) to seek a partial leave of absence, or (c) to seek a full leave of absence. Typically, an employee may prefer to avoid a leave of absence by seeking to demonstrate that his or her candidacy or office-holding, contrary to the presumption, in fact will not conflict with University employment. If his or her petition as initially submitted is limited to that choice, and it is not successful, there may not be sufficient time within the schedule established by the Board of Trustees to file a follow-up petition seeking a leave of absence. Thus, every petitioner is advised to submit a petition that anticipates all contingencies by requesting all of the relevant outcomes alternatively, viz., first choice, a demonstration of grounds for rebutting the presumption that there is a conflict; but failing that, a request for a partial leave of absence and corresponding reduction in pay; and, failing that, a request for a full leave of absence without pay.

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Petition Regarding Political Activity:

Part-Time Office for Which Compensation is More Than Nominal

FROM: ___________________________ Name: _________________________
Department:
Position held:

TO: Academic Affairs Committee
UNC-CH Board of Trustees
c/o Office of the Chancellor
The University of North Carolina at Chapel Hill
CB# 9100, 103 South Building
Carolina Campus

SUBJECT: Request for review of proposed political candidacy or office-holding

A. In accordance with The University of North Carolina Board of Governors’ Policy regarding political activities of its employees, this petition concerns:

( ) My intention to campaign for election to a major part-time political office

Title of office:

Primary or general election date:

Period of proposed campaign activity:

( ) My intention to occupy a major part-time political office, either elective or appointive

Title of office:

Term of office:

Period of employment affected:

B. With respect to my candidacy for election to political office, I request permission:

( ) To maintain my full-time University employment while campaigning; in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A)

2. An explanation of proposed campaign activity, demonstrating how such activity will be limited to available personal time, so as not to interfere with the satisfactory performance of full-time employment responsibilities (Attachment B)

3. The written concurrence of my supervisors in the conclusion that engagement in campaign activities will not interfere with the satisfactory performance of my full-time employment responsibilities

( ) If my request to maintain full-time employment is denied, to take a partial leave of absence, with corresponding reduction in pay, for the period ___________ (dates of leave); in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A)

2. An explanation of proposed campaign activity (Attachment B)

3. Identification of those employment responsibilities that I propose not to meet, consistent with such a partial leave of absence, and calculation of percentage reduction in employment time (Attachment C)

4. Assurances by my supervisors that granting such a leave is practicable and that alternative arrangement can be made to insure performance by others of the employment responsibilities for which I otherwise would be responsible.

( ) If my request to maintain full-time employment or to be granted a partial leave is denied, to take a full leave of absence, without pay, for the period _____________ (dates of leave); in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A)

2. Assurances by my supervisors that granting such a leave is practicable and that alternative arrangement can be made to insure performance by others of the employment responsibilities for which I otherwise would be responsible.

C. With respect to my occupancy of a major part-time office, I request permission:

( ) To maintain my full-time University employment while holding office; in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A)

2. An explanation of the time requirements associated with holding the public office, demonstrating how such activity will be limited to available personal time, so as not to interfere with the satisfactory performance of my full-time employment responsibilities (Attachment D)

3. The written concurrence of my supervisors and the Chancellor in the conclusion that the time requirements associated with holding the public office will not interfere with the satisfactory performance of my full-time employment responsibilities.

( ) If my request to maintain full-time employment is denied, to take a partial leave of absence, with corresponding reduction in pay, for the period of office-holding; in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A)

2. An explanation of the time requirements associated with holding the public office (Attachment D)

3. Identification of those employment responsibilities that I propose not to meet, consistent with such a partial leave of absence, and calculation of percentage reduction in employment time (Attachment C)

4. Assurances by my supervisors and the Chancellor that granting such a leave is practicable and that alternative arrangement can be made to insure performance by others of the employment responsibilities for which I otherwise would be responsible.

( ) If my request to maintain full-time employment or to be granted a partial leave is denied, to take a full leave of absence, without pay, for the period _____________ (dates of leave); in support of my request I have provided/attached:

1. A detailed account of my anticipated normal employment responsibilities during the affected period of employment (Attachment A).

2. Assurances by my supervisors and the Chancellor that granting such a leave is practicable and that alternative arrangement can be made to insure performance by others of the employment responsibilities for which I otherwise would be responsible.

D. With respect to any request embodied in this petition, the petitioner should offer any additional written explanation or information that in his or her judgment would assist supervisors, the Chancellor, or the Board of Trustees in making a decision whether to grant the request.

Signature of Petitioner

Date submitted

Approved:

Chancellor Date

Approval by The Board of Trustees of The University of North Carolina at Chapel Hill:

Assistant Secretary of The Board of Trustees Date

Petition Attachment A

Detailed account of anticipated normal employment responsibilities during the affected period of employment; the information to be provided presupposes a standard eight-hour work day and a forty-hour work week and requires a demonstration of how that amount of employment time is accounted for and scheduled; the petitioner may supplement this form with a narrative account that further explains employment obligations and time commitments.

Name of Petitioner Employment period affected

1. Non-faculty employees (for those employees who regularly follow a standard eight-hour day and forty-hour week).

Length of required work day: _________(number of hours)

Hours of work, from _______ (a.m.) to ______ (p.m.)

Days of week to which scheduled work applies: ______________________________

2. Faculty employees (and other employees who do not necessarily follow standard schedule of eight-hour days and forty-hour weeks)

Duties Hours per week % of total

(average)

Teaching (classroom, laboratory, etc.) ______________ ________

Instructional preparation ______________ ________

Counseling students’ ______________ ________

Other instructional responsibilities ______________ ________

Evaluating student performance ______________ ________

Research and writing ______________ ________

Institutional Committee service ______________ ________

Administrative service ______________ ________

Current professional development ______________ ________

Other (specify)

_____________________ ______________ ________

Totals: ______________ ________Hours/week

Petition Attachment B

Explanation of nature, extent and schedule of proposed campaign activity.

Petition Attachment C

Identification of employment responsibilities not to be performed pursuant to partial leave of absence.

Duties to be eliminated or reduced Hours per week

(average)

____________________________________ __________________

____________________________________ __________________

____________________________________ __________________

____________________________________ __________________

Totals __________________hours/week

Percentage reduction in weekly employment time: ____________

      • Note: Policies of the Board of Governors do not permit partial or full leaves of absence, for a portion of a semester, that would affect adversely the instructional services available to students, e.g., substituting another instructor for the petitioner to teach a course for a portion of the academic term (as distinguished from such substitution for the full term).

Petition Attachment D

Explanation of nature, extent and schedule of required duties as officeholder.