FRAMING AND CLARIFYING THE ISSUES:

 

INTERIM  REPORT OF THE

SENATE WRC REVIEW COMMITTEE

 

 

 

David Frank, Chair

Jeff Hurwit

Ann Tedards

James Earl, Ex-officio

 

 

 

 

 

 

 

 

 

 

 

 

SUBMITTED TO THE UNIVERSITY SENATE EXECUTIVE COMMITTEE

UNIVERSITY OF OREGON

 

18 SEPTEMBER 2000

 

 

 

 

 

 

 

 

 

 

 

 

Table of Contents

 

 

 

I.          Senate Review Committee:  Membership and Charge                                                    3

 

II.         Summary and Recommendation                                                                                    4

 

III.       Framing the Controversy:  Due Diligence                                                                       6

 

IV        Clarification of Issues Surrounding the University’s

            Membership in the WRC                                                                                              6

 

V.        From Issue Clarification to Action: 

Four Recommendations                                                                                                15

 

 

Appendix One: University of Oregon Trademark

                                    Licensee Code of Conduct                                                       18

 

Appendix Two: President Dave Frohnmayer to

                                    Nils Hasselmo, 25 July 2000                                                     22

 

 

 


I.  Senate Review Committee: Membership and Charge 

 

 

     On May 24, 2000, Senate President James Earl wrote to the members of the University Senate that during the next academic year,

the Senate Executive Committee will serve as the Senate’s

oversight committee concerned with our membership in the Worker Rights

Consortium. To assist the Executive Committee with that task, I am

creating a subcommittee to review the issue during the coming year. This

committee will make its reports and recommendations to the Executive

Committee; these will be forwarded to the Senate for debate; and the

Senate’s recommendation will be forwarded to the President. 

This new committee will consist of two former Senate presidents, Ann

Tedards and Jeff Hurwit, and this year’s chair of the Faculty Advisory

Committee, David Frank. These three distinguished elected faculty leaders

have graciously volunteered to devote themselves to this important job, for

which I thank them sincerely in advance. I will also serve on this

committee ex  officio.

 

President Earl gave the subcommittee the following charge:

To bring clarity to the many issues surrounding the University’s membership in the WRC. The committee will listen to the many voices in this complex public debate, including students, faculty, administration, trustees, alumni, licensees, donors, and others. The President has offered office support to help the committee seek out the relevant facts and points of view. The committee will provide regular interim reports. Other than that, I am leaving the committee’s procedures and goals to its own discretion. 

 

This is our first interim report. We have sought out and listened to the many opinions voiced on this complex set of issues.  We wish to stress that the Review Committee is not charged with determining whether the decision to join the WRC, as opposed to the FLA or any other monitoring group, was the best decision possible, nor is it charged to decide about the continuation of membership in the WRC.  Rather, the Review Committee’s reports will be used by the Senate Executive Committee to inform the Senate discussion regarding the question of the continuation of the University’s membership in the WRC beyond its initial year of commitment. 


II.  Summary and Recommendations

 

 

In this report, we frame and clarify seven issues raised by the decision of the UO to join the WRC and offer recommendations to the Senate that are the result of our study.  In our consideration of these issues, we have sought out the relevant questions, facts, and points of view.   This report includes the following three sections:

 

·        Framing the Controversy: Due Diligence, the University’s Mission and the Trademark Licensee Code of Conduct

 

The University bears the responsibility of due diligence; those who make key decisions must engage in reasonable investigations of the facts and opinions.  To achieve due diligence on the issues surrounding the WRC, those who discuss and debate the WRC controversy must be well informed.  The issues raised by the WRC controversy should be framed by the mission of the University and by the values displayed in the Trademark Licensee Code of Conduct.  

·        Clarification of the Issues

 

We identify seven issues, out of the many raised by the WRC controversy, for close attention.  In so doing, we derive from each a question that we seek to answer.

1.  History.  What set of factors produced the WRC issue and was due diligence paid?

 

2.  Mission. Did the decision to join the WRC conflict with the mission of the UO?

 

3.  Procedure. Was the decision to join the WRC reached in accordance with established University procedures?

 

4.  Responsibility. What obligations does the University have to its “stakeholders?”

 

5.  Globalization. What are the implications of globalization for the University, especially with regard to its Trademark Licensee Code of Conduct?

 

6.  Standards.  What criteria should the Senate use in creating a monitoring system designed to assure compliance with the University’s code of conduct?

 

7.  Precedent.  What precedent has been set by the decision to join the WRC, and what are the implications for future decisions?

 

·        Recommendations

 

1.      We recommend the expansion of this Review Committee into the Senate Ad hoc Committee on Trademark Licensees and Monitoring.  Membership would include administrators, faculty, and students, and the committee’s charge would be to continue the work of this Review Committee, including the coordination of all campus discussion of the issue, and to report to the Senate Executive Committee on a regular basis.

 

2.      The University policy should seek compliance with its Trademark Licensing Code of Conduct.

 

3.      The University should align itself with creditable and viable governmental, non-governmental, human rights, industry and labor organizations to assure compliance.

 

4.      Consistent with the University’s research, teaching, and service mission, the institution should continue to encourage study of the issues raised by labor practices in a global society.

 

III.  Framing the Controversy: Due Diligence

      The University bears the duty of due diligence in securing the interests of the University’s faculty, students, and friends. This duty obliges those in decision-making capacities to make reasonable investigations before they make judgments.  To achieve due diligence, those who engage in discussions and debate on the WRC controversy must be well informed.  Accordingly, the University administration and Senate must make good judgments through research. Our objective is to clarify the issues surrounding the WRC controversy and our method is to seek out the best research on these issues. In addition, the University must provide University citizens and friends with an opportunity to express an informed opinion on these issues. 

     President Frohnmayer writes “it is critically important for research universities to keep the high ground on issues which are of global importance in the globalization debate. This point is true, especially, of questions, which may be posed quite concretely and to which answers, and sometimes data presently are lacking” (Appendix One). We agree.  We conclude that the high ground on these issues constitutes adherence to the mission of the University and compliance with the Trademark Licensee Code of Conduct.  As we clarify the issues surrounding the WRC, these two touchstones guide our judgments.


IV. Clarification of Seven Issues Surrounding the University’s

Membership in the WRC

 

     In what follows, we attempt to clarify seven issues concerning history, mission, procedure, responsibility, globalization, standards, and precedent.

1.  HISTORY.  What set of factors produced the WRC issue and was due diligence paid?

 

The University receives approximately $300,000 in annual licensing fees, and contracts with approximately 186 licensees and sub-licensees.  The amount of money raised through licensing fees is thus relatively small, and the health of the University or its athletic department does not depend upon it.  At the same time, the University’s decision to join the WRC and the choice made by Phil Knight to withhold future donations to his alma mater catapulted the University of Oregon into the middle of an increasingly public globalization debate.

 

Discussions relating to the issue of the licensing of companies manufacturing items bearing the University of Oregon logo began in earnest over a year before the official vote of the University Senate to recommend to President Frohnmayer that the U of O join the WRC.   The President began such discussions informally with his Faculty Advisory Council in the spring of 1999, and in the fall of 1999 he formally appointed a special committee (consisting of six students, three professors, the dean of students, the president of the alumni association, and Vice President Duncan McDonald) to advise him on issues of labor codes and licensing.  On March 1, a referendum to join the WRC was included in the annual student election process.  The students supported the referendum by a vote of 3:1, though turnout for the election was very low. On March 16, the special committee on labor codes and licensing unanimously voted in favor of conditionally joining the WRC for a period of one year, and on April 4 student protesters began to occupy the grounds of Johnson Hall to urge the President to join the WRC and also to urge a greater student role in campus governance. On April 12, the University Senate voted to endorse the recommendation of the special licensing committee, and President Frohnmayer immediately agreed, fulfilling his commitment (made at the end of March) to follow the advice of the Senate. Soon after, Phil Knight announced that he would no longer provide the University with financial assistance.

Was due diligence displayed by the University in its response to the WRC issue? Our purpose is not to dwell on the past, nor to assign blame.  Rather, we intend to help frame and reframe the debate that will ensue this year as well as to derive from our experience some insights on how the University should respond to similar issues in the future. Reframing the debate does not absolve the University of its responsibility to exercise due diligence.  Based on our inquiry, we have found

·        President Frohnmayer legitimately exercised his executive authority in joining the WRC.  As we note below, the University Senate has legislative authority on two matters: the curriculum and codes of student conduct. Votes taken by the Senate on all other issues are purely advisory, and the final decisions on such issues are those of the University President alone. Our conclusion is that the vast majority of faculty was neutral on or not engaged by the WRC issue in March and April 2000.  The discussions in the Faculty Advisory Council (an elected committee of faculty members who advise the President and his staff), the Trademark Licensee Code of Conduct Committee (a committee with three faculty members), and in the University Senate Meeting of April 4, did not include faculty condemnations of any multinational corporations, celebration or rehearsal of any ideological critique, or calls for isolationism. 

 

·        The focus of the Licensing Code of Conduct Committee was on the development of a Trademark Licensee Code of Conduct; the choice of the WRC as a monitoring organization was given less attention.

 

·        In exercising due diligence, the University should learn from the WRC issue that its administration, faculty, and friends need to gain a strong command of the numerous issues raised by labor in the global economy.  Without doubt, the University has also been reminded of the need to maintain an open dialogue among its friends, students, administration, faculty and staff.  In particular, the University and its supporters need to be in timely and appropriate dialogue about intentions and goals. 

 

2.  MISSION.  Did the decision to join the WRC conflict with the mission of

the University of Oregon?

 

     The essential mission of the University of Oregon is educational: its purpose is, through research and teaching, to discover and create knowledge, and to transfer that knowledge to the generations of students who pass through its doors. But the mission consists of more than simply teaching grammar, mathematical theorems, or computer skills. It is also to prepare students to live in a rapidly changing society—a society that, for better or worse, is increasingly diverse and global. According to the mission statement of the University of Oregon itself, one goal of the University is to accept “the challenge of an evolving social, political, and technological environment by inviting and guiding change rather than reacting to it.” 

 

      Such a challenge—and such a commitment to effecting positive social and political change—is inherently controversial.  On any given issue, reasonable people may disagree as to what social or political policy is in fact advisable, practical, beneficial, or moral, or whether any given decision or policy unduly “politicizes” the University, or whether such a decision or policy violates Oregon Administrative Rules governing public activities (such as OAR 580-022-0010.2, stating that “No employee shall take action that might be construed as committing the institution or the Board to a position on public issues”).

 

     The ostensible purpose of the Workers Rights Consortium (WRC) is to monitor and influence the behavior of corporations whose activities, in this new era of “globalization,” extend beyond national borders, and to secure the human rights and improve the economic conditions of workers in a number of foreign countries.   Some may characterize the University’s decision to join WRC as primarily humanitarian, and so “beyond politics.” For others, the decision was inherently political and divisive.  If so, it needs also to be said that a decision to join the Fair Labor Association (FLA), or a decision to join no monitoring group at all, would have been just as political as the decision that was made.

 

     As a public institution supported in part through taxes, the University of Oregon has limits placed upon its political role. Though individual faculty and students, or groups of faculty and students, are free to express their points of view both in the classroom  (when such views are relevant to topics under discussion) and out of it, and thus rightly enjoy “academic freedom” (see OAR 580-022-0005), and while individual employees of the Oregon University System are free to act politically so long as their actions do not interfere with their duties or have a chilling effect upon the educational environment (see OAR 580-022-0010.1), such freedom appears not to apply to the institution itself. Thus, for example, unlike individual students and employees, the University itself  cannot and should not endorse candidates for office. This is, of course,  appropriate, since the University community is not a monolith, and the students, faculty, and employees who comprise that community represent a variety of different viewpoints. It  is also noteworthy that the University itself  took no official position on some of the most critical and divisive political issues of our recent history, such  as the war in Vietnam or the policy of apartheid in South Africa or abortion rights, though its students and faculty freely and commonly spoke out on those matters.

 

     At the same time, it would be naïve to conclude that the University exists, or should exist, in a social vacuum: there is no ivory tower on this campus. Many decisions made by the University  can be and have been considered political. Such decisions include but are not limited to  the adoption of policies encouraging diversity across campus or respecting the sexual orientation of all members of the University Community,  or the decision not to establish a dormitory expressly for gay and lesbian students, or the decision to join the city of Eugene in creating the Riverfront Research Park, or the decision to maintain the presence of the ROTC on campus, or the establishment of the Environmental Law Clinic, or the acceptance of federal Defense Department funds to support scientific research, or, for that matter, the decision to invite such visible proponents of human rights as Corizon Aquino or Marian Wright Edelman as commencement speakers (and so favorably associate the University with their causes and points of view).  Some of these decisions may be regarded by some observers as “liberal,” others as “conservative.” It is, to be sure,  human nature to characterize those positions with which one disagrees  as “political” and those with which one agrees as non-controversial, non-partisan, or humanitarian.  But by any fair standard, the University’s political record is a variegated and complicated one;  its policies have not been doctrinaire or  one-sided; and so the University cannot easily or fairly be characterized as either “liberal” or “conservative.” The University is, and should always be, a place of many points of view and contradictions. It is a center of intellectual friction that produces light as well as heat, and one of its responsibilities is to provide fora where a variety of opinions, popular and unpopular, can be openly expressed and the free interchange of ideas protected.

 

     Another, often unstated but nonetheless clear, responsibility of the University is to preserve and enhance itself both academically and financially, precisely so that it can continue to fulfill its primary missions—above all to provide arenas for intellectual debate and to improve its acquisition and delivery of knowledge. It is this drive for academic and financial improvement in the face of declining state support over the past decade that has significantly increased the University’s dependence upon the donations of alumni and other friends of the institution. And this very phenomenon—the University’s new and evolving relationships with patrons and donors—has itself been characterized as political by a number of observers.

 

     Ideally, solutions to the special problems of human, political,  and economic rights related to the rise of globalization—those problems to be addressed by the WRC, FLA, and other monitoring organizations—should be offered by the governments in whose countries the relevant factories operate, through appropriate legislation and enforcement. Ideally, needed social change should come from within, not imposed from without. 

 

     It is, however, the opinion of this committee that the University of Oregon has the clear right to monitor those companies that manufacture articles bearing its logo—its “signature,” the sign of its identity—in accordance with its own Trademark Licensing Code of Conduct. It is the opinion of this committee that the University of Oregon has the right to join any or all such groups that will aid it in this task.  The decision to join the WRC did not violate either the letter of the mission statement of the University of Oregon or the spirit of its stated commitment to accept “the challenge of an evolving social, political, and technological environment by inviting and guiding change rather than reacting to it”.

 

3.  GOVERNANCE.  Was the decision to join the WRC reached in accordance with established University procedures?

 

      As noted above, it is important to point out that according to the charter of the University of Oregon, the University Senate, the principal elective body on campus, consisting of faculty, students, and officers of administration, actually has legislative authority over only two matters: the curriculum and codes of student conduct. Votes taken by the Senate on all other issues are purely advisory, and the final decisions on such issues are those of the University President alone.

     As will be clear from the outline of the history of the WRC controversy presented above, a variety of viewpoints were expressed and heard, in a number of different arenas (from committee meetings to student protests), from late 1999 through spring, 2000. It is the opinion of this committee that by following the advice of both the special committee he himself appointed and the elected members of the University Senate, President Frohnmayer displayed an openness to the concerns and opinions of students, faculty, and staff members alike.

      Again, it is not the charge of this committee to determine whether President Frohnmayer’s decision to sign on to the WRC was the best possible judgment, no matter how broad or narrow the support for that decision may have been among students, faculty, and staff. It is, however,  our conclusion that his decision was reached in accordance with the normal governance procedures of the University and with respect for the variety of points of view that had been expressed for more than a year.

 

4.  RESPONSIBILITY.  What obligations does the University have to its “stakeholders?”

 

     This question has become a mantra in the licensee monitoring debate since Phil Knight withdrew his support from the University because it joined the WRC.  It seems obvious to many people that the University should take into consideration the opinions of its financial supporters when making decisions that may affect them and their continued support.  Obvious as it may seem, however, this question has not arisen in the past, and there is no obvious answer to it. 

     The concept of “stakeholders” in the University is in fact relatively new.  The term is being used to refer to constituencies in the larger university community, mostly alumni and donors.  “Stakeholders” would seem to imply that those who support the University financially enjoy the right to participate to some degree  in its governance, or that a gift establishes a quid pro quo. Though that may seem obvious to some, the concept is actually and properly quite foreign to the tradition of the American public university. Elsewhere in recent years large potential donors have expected their universities to alter curricula to suit their philosophies of education and have been rebuffed.

 

     At the University of Oregon governance rests by law with the President and the faculty.  Charitable contributions to the University are greatly appreciated, especially in these times of financial difficulty, but have never in the past implied “responsibilities” on the part of the University to the donors.  It is understandable and laudable that alumni and donors want to improve and shape the university they so generously support, but there is no traditional mechanism for their exercising direct influence, at least regarding policy or decision-making. 

 

     It can only be regretted if the University makes a decision that offends some of its friends and supporters.  Since gratitude is the only reward the University can give for donors’ generosity, it would be terrible to appear ungrateful.  Alumni and donors should lobby the University vigorously and continuously with their best ideas and opinions, but the University in its outreach should seek a term other than “stakeholders” for those who have less than a formal legal role in the University’s decision-making processes.

 

5.  GLOBALIZATION.  What are the implications of globalization for the University, especially with regard to our Trademark Licensee Code of Conduct?

 

     Why now?  Universities have displayed their respective logos on apparel for decades.  The current controversy over labor conditions in off-shore factories results from a planet grown smaller through telecommunications and globalization, especially within the corporate and financial world.  It is imperative that the UO recognize its place within this larger context.  Individuals and, by extension, institutions do not exist as islands, and in today’s world traditional national and geographical limits are obscured, if not soon to become invisible.

 

      In addition to practical considerations that arise from global navigation, both real and virtual, ethical issues must also be identified and addressed.  To do so in a multi-cultural world requires broad and sensitive lenses.  It is incumbent upon any excellent university not only to determine its standards, but also to ensure that its standards are ethical.  The question of labor conditions in off-shore factories which make apparel carrying the UO logo is an appropriate one to consider, but is complicated by cultural differences that must be well understood.

 

      The tide of increasing globalization raises major issues of human relations, cultural differences, workers’ conditions and rights, and the blurring of national borders and identities, to name only a few.  The University of Oregon, as a comprehensive research university, is the ideal type of institution to take the lead on these issues of local as well as global importance.  We should make every effort to learn and teach about the emerging issues surrounding globalization.  Through symposia, workshops and student internships, we can educate ourselves and the larger community about the issues and therefore provide a common reservoir of knowledge for understanding the changing world and necessary decisions that must be made in the future.

 

Readings of public comments regarding the UO’s decision to join the WRC generally reveal only a cursory understanding of the salient issues at best, and a disinterest in them at worst.  There is understandably much concern over the repercussions of the decision, but there seems to be little public interest in the primary issue of how to enforce our Trademark Licensee Code of Conduct.  It is imperative that the University make itself and its processes clearly understood to the general public.  We should publicize our governance procedures.  We should clarify the contexts of our decisions.  We should publicly focus on the substantive issues and take the lead in generating and disseminating knowledge about them.

 

6.  STANDARDS.  What criteria should the Senate use in creating a monitoring system designed to assure compliance with the University’s code of conduct?

 

     First, to be clear: the University has approved, and there is to the knowledge of this committee no controversy concerning, the Trademark Licensee Code of Conduct.  This Code of Conduct stipulates the principles that University of Oregon licensees will abide by in the production or sale of licensed objects.  The University anticipates employing one or more monitoring agencies to assure compliance with the Code of Conduct.  We believe that this objective should not be obscured by arguments over the relative disadvantages and advantages of particular monitoring agents.

 

     Second, the University should not see itself bound to any one monitoring organization.  The University should seek effective monitoring of the Code of Conduct.  As such, no one monitoring organization may provide for an effective oversight.  That is, the University may choose to join more than one monitoring organization, seeking to gather information from multiple sources and agencies.  Indeed, the Code of Conduct calls for trademark licensees to make determinations “based upon examination of reports from governmental, human rights, labor and business organizations and after consultation with relevant trademark licensees.” The university should do so as well, casting a wide net for relevant information. The University should seek out a monitoring system that provides the needed information from various sources. Additionally, if information from governmental, human rights, labor and business organizations and relevant trademark licensees is the objective of a monitoring system, then it could be that the University may need to utilize more than one monitoring agent.

     Third, the University should carefully calibrate the criteria used to evaluate the monitoring agencies, seeking to employ standards of evaluation that reflect the complexity of the issues.  In short, the University should distinguish absolute redline standards that should be met at the outset from those that can be achieved over time before it aligns itself with any particular monitoring agency.

We have identified four points of consensus.  First, the literature we have reviewed supports a conclusion that the discipline of factory monitoring is still in its infancy; the standards, protocols, and application of monitoring are still in development.  Second, the informed consensus suggests that no monitoring organization as currently configured is now fully capable of permitting the University to judge if its licensees are in compliance with its Code of Conduct.  Third, the consensus of the experts we have consulted indicates that at this point we can only judge the potential of the various monitoring agents; that to freeze-frame a monitoring agent at this time in order to issue a final judgment would fail to account for the development of its potential and the trajectory of the monitoring discipline. Fourth, because of the economies of scale, expert opinion supports the utilization of collective monitoring.  There are two collaborative monitoring organizations that have significant potential: the WRC and FLA. We turn now to the standards used in University discussions about these two monitoring organizations.

 

The WRC

 

     President Frohnmayer has listed four major issues of concern about the University’s membership in the WRC.  He argues first that the governance of the WRC does not adequately represent the University’s interest.  Second, he believes the membership balance of the WRC is out of line; i.e., that the WRC’s decision not to include corporations may be a fatal flaw.  Third, he believes that the meetings held by the WRC must be open.  Finally, he stipulates that WRC members should have full disclosure of all organizational funds.  In addition, he and others have questioned the financial viability of the WRC.

     We believe these are reasonable expectations.  However, the WRC continues to evolve, suggesting that we should resist the temptation to reach a determinative decision in the short term. The WRC has added University members to its governance and if one counts student membership, then the WRC is near the President’s criterion.  Second, the WRC, in contrast to the FLA’s philosophy of collaboration with corporations, seeks to establish a liaison with corporations, but believes it can provide the best information outside of the spheres of corporate control.  This approach will need to be developed.  Third, based on reports from observers, the WRC holds business meetings in public and its personnel meetings in private. We understand, however, that WRC meetings are not open to the press.  Fourth, WRC officials state that the bulk of the WRC funds come from non-union granting agencies and fees from member schools.  WRC supporters believe that they will gather the funds necessary to sustain monitoring activities.  We have not achieved independent verification of these claims, but we do not have reason to doubt the opinions of the WRC University representatives who have told us that they believe the WRC will likely evolve into a financially viable organization, not beholden to union financial support.  For a much more critical view of the WRC, see James M. O’ Fallon and Camara Jones, “UO, the WRC and Nike – An Inquiry.”

The FLA

 

Members of the Trademark Licensing Code of Conduct committee presented five major reasons why the University should not join the FLA.  First, they feared that the FLA was controlled by multinational corporations and that the FLA was thus analogous to the “fox guarding the chicken coop.”  Second, they did not believe the FLA sponsored truly independent monitoring.  Members were particularly concerned about the FLA’s reliance on pre-announced monitoring.  Third, they suggested that FLA monitors would have financial ties with the companies that contract with the factories,  thereby affecting the monitors’  ability to be impartial.  Fourth, they argued that the FLA process of certifying companies as meeting Codes of Conduct did not include a sufficient number of factories.  Finally, they noted that the FLA did not permit public disclosure of information. 

As with the WRC, the FLA has evolved since the Trademark Licensing Committee held its meetings in March and April 2000, further illustrating the need to allow the discipline of monitoring and monitoring organizations to grow.  First, our discussions with the three university representatives to the WRC (Marcella Davis, University of Iowa; Eric Davis, Middlebury College; and Rut Tufts, University of North Carolina) reveal that all three believe the WRC and the FLA are still in the early stages of development and that for some universities it would be a prudent move to join both organizations.  Second, the FLA has, since the March and April 2000 Trademark Licensing Code of Conduct committee meetings, developed a thoughtful protocol of monitoring that addresses most of the objections raised by the committee members. The FLA does work from a philosophy of collaboration with corporations and factories, yet it still maintains a significant NGO presence.  We believe the significant presence of NGO’s in the governmental structure of the FLA mitigates the concern of total corporate control.  Our review of the FLA’s new monitoring protocol indicates that the organization plans to engage in both announced and unannounced monitoring. The new protocols for monitoring accreditation seem promising, suggesting that the FLA is attempting to secure independent monitors.   Because the monitoring discipline is young, we are unable to comment on the FLA’s process of certification.  Further, the FLA has responded to the specific agenda of Universities by creating a “University Advisory Committee” which is charged to draft a single Trademark Licensee Code of Conduct which may hold a higher standard, especially with regard to women’s rights.

In summary, the FLA of April 2000 is not the FLA of September 2000.  While not all of the objections to the FLA have been addressed, it is one of the two collaborative monitoring organizations with the most potential.   

 

7.  PRECEDENT.  What precedent has been set by the decision to join the WRC, and what are the implications for future decisions?

 

Since most of our monitoring systems are internal to the University, the decision to engage an “outside” monitor, the WRC, appears to chart new territory.  However, if one considers the existence of outside reviewers for faculty evaluations, academic programs, accreditation, etc., there appears to be no new precedent set by the decision.  Further, since those monitoring systems all fall within the academic arena, one can look towards athletics to see evidence of external monitoring, in the form of organizations such as the NCAA.

If the UO chooses to implement a Trademark Licensee Code of Conduct, it must also ensure that the Code is enforced.  If an outside monitor is necessary to do so, then membership in monitoring organizations necessarily follows.  The question arises:  Does the decision to join the WRC set a precedent which requires the UO to investigate the manufacture of countless other items and goods used within the campus community?  The simple answer is no.  In this case the UO took action to enforce standards it has set for the display of its trademark, or “logo.”  The protection of its trademark is the distinguishing factor in this decision, such that the decision itself does not necessarily extend to items or goods that do not carry the “logo.”  Therefore, there are no necessary implications for future decisions caused by our membership in a monitoring organization.

 

 

V.  From Issue Clarification to Action:

Four Recommendations

 

     As we have noted, our committee is not charged with determining whether the decision to join the WRC, as opposed to the FLA or any other monitoring group, was correct, nor is it charged to decide about the continuation of membership in the WRC.  We do believe, however, that we can assist the University community by offering our judgment on the issues we have studied in the form of recommendations. Organizations attempting to engage in monitoring are in experimental stages and all decisions should be provisional until the dust has settled and a clear pathway towards successful monitoring emerges.  This is not to say that the UO should step back and not participate. Rather, the UO should take the lead in helping to create a monitoring organization which will best meet the needs of the campus and our extended community.  The recommendations we offer are a result of our study of the issues surrounding the University’s decision to join the WRC.  We offer four recommendations to the University Senate Executive Committee:

 

1.  Committee Expansion

 

     We recommend the expansion of this Review Committee into the Senate Ad hoc Committee on Trademark Licensees and Monitoring.  Membership would include administrators, faculty, and students, and the committee’s charge would be to continue the work of this Review Committee, including the coordination of all campus discussion of the issue, and to report to the Senate Executive Committee on a regular basis.

 

     We believe that the University will continue to face the issues raised by the WRC controversy, and that the labor conditions of those who produce material goods for us, both nationally and internationally, will remain at the center of discussion and debate. As such, we recommend the creation of a committee to “monitor the monitors” and to study University policy as it relates to labor issues.

 

2.  The goal of University policy in this arena should be to seek compliance with its Trademark Licensee Code of Conduct.

 

     Our committee urges the Senate to place the highest priority on the values codified in the Trademark Licensee Code of Conduct.  Unfortunately, the debates and arguments surrounding the University’s decision to join the WRC have featured the strengths and weaknesses of monitoring agencies, obscuring an understanding of the standards set forth in the Code.  As we have explained, these standards reflect an evolving sense that the University’s mission to promote social justice extends to the issues raised by globalization.

 

      We suggest that the Senate revisit the question of University involvement in “political activity” as many friends of the University are not convinced that the University should enact Codes of Conducts and hire outside agencies to assure compliance with them.  While our committee believes that the mission of the University requires value choices designed to enhance the welfare of society, many friends of the University need clear and cogent explanations why we have created and seek compliance with a Licensing Code of Conduct

 

3.  The University should align itself with creditable and viable governmental, non-governmental, human rights, industry and labor organizations to assure compliance with its Trademark Licensee Code of Conduct.

 

     The Code requires trademark licensees to “consult with governmental, human rights, labor and business organizations.”  We believe the University should seek a system that draws from these sources as well as others to assure compliance. If this is true, then the University’s system of ensuring compliance with the Code should yield information from multiple sources, cultivate public transparency, produce flexible standards for comparison and evaluation, and assume that systems of compliance in the global market are still in their infancy. Such organizations as the FLA, WRC, CCC, SA8000, and ETI have the potential of offering useful information.  We believe compliance with the University of Oregon’s Code should come from an optimal combination of incentives provided to and pressures put on our licensees.

 

    Based on our investigations, we believe the FLA and the WRC are the two collaborative monitoring organizations commanding the greatest potential to provide the University with the information we need to achieve compliance with our Code.  In making this recommendation, we agree with those who believe that the two organizations have very different philosophical orientations and that the dialectic between the two would be useful for the purposes of gaining compliance with our Code.

 

4.  Research

 

Consistent with the University’s research, teaching, and service mission, the institution should continue to encourage study of the issues raised by labor practices in a global society.   There is a lacuna of sound academic research on emerging issues of globalization.  This void should be filled by research generated within institutions such as ours.  The fruits of our endeavors will provide necessary knowledge and tools for those who work in areas of the global economy. 

 

      We recommend that the University embark on a thorough study of labor issues,  globalization, and the monitoring of off-shore factories.  This can be accomplished through

 


 

Appendix One: University of Oregon Trademark Licensee Code of Conduct

                                               

 

Preamble

The following Code of Conduct is the result of a yearlong study and recommendation by a Presidential Committee. While the University of Oregon desires that such a code become fully operational as soon as practicable, it recognizes that a number of its principles need further definition and clarity in order to provide proper enforcement. Two of these principles are the “living wage” and “freedom of association” provisions. At this time, these are unenforceable provisions, but for purposes of this code, they do reflect University aspirations. For the contract term of 2000-2001, the University will be guided by Section C of this Code, “Labor Standards Environment,” which specifies that the University will examine a variety of reports on working conditions and will indeed consult on these issues with all affected licensees. There is no anticipation of any formal monitoring process during the coming contract year.

 Standards Section

 

Notice: The principles set forth in the Code shall apply to all University of Oregon trademark licensees. As a condition of being permitted to produce and/or sell Licensed Articles, trademark licensees must comply with the Code. Trademark licensees are required to adhere to the Code within six (6) months of notification of the Code and as required in applicable license   agreements.Standards: Trademark licensees agree to operate workplaces and to contract with companies whose workplaces adhere to the standards and practices described below. The University prefers that trademark licensees exceed these standards. However, trademark licenses containing sub-licensees for products manufactured under licenses between the University and other licensors shall be covered by the standards established by those licensors who have such standards in place.

A.Legal Compliance: Trademark licensees must comply with all applicable legal requirements of the country(ies) of manufacture inconducting business related to or involving the production or sale of licensed articles. Where there are differences or conflicts with the Code and the laws of the country(ies) of manufacture, the higher standard shall prevail, subject to the considerations stated in Section C. (However, nothing in this agreement shall be interpreted to require a licensee to violate the laws of any country of manufacture.)

B.Employment Standards: Trademark licensees shall comply with the following standards:

1.Wages and Benefits: Trademark licensees recognize that wages are essential to meeting employees’ basic needs. Trademark licensees shall pay employees, as a floor, wages and benefits that comply with all applicable laws and regulations, and that provide for essential needs and establish a dignified living wage for workers and their families. A living wage is a “take home” or “net” wage, earned during a country’s legal maximum work week, but not more than 48 hours. A living wage provides for the basic needs (housing, energy, nutrition, clothing, health care, education, potable water, childcare, transportation and savings) of an average family unit of employees in the garment manufacturing employment sector of the country divided by the average number of adult wage earners in the family unit of employees in the garment manufacturing employment sector of the country.

2.Working Hours: Hourly and/or quota-based wage employees shall not be required to work more than the lesser of (a) 48 hours per week or (b) the limits on regular hours allowed by the law of the country of manufacture, and be entitled to at least one day off in every seven day period, as well as holidays and vacations (as legally recognized in the country of manufacture).

3.Overtime Compensation: All overtime hours must be worked voluntarily by employees. In addition to their compensation for regular hours of work, hourly and/or quota-based wage employees shall be compensated for overtime hours at such a premium rate as is legally required in the country of manufacture or, in those countries where such laws do not exist, at a rate at least one and one-half their regular hourly compensation rate.

        4.Child Labor: Trademark licensees shall not employ any person at an age younger than 15 (or 14, where, consistent with International Labor Organization practices for developing countries, the law of the country of manufacture allows such exception). Where the age

for completing compulsory education is higher than the standard for the minimum age of employment stated above, the higher age  for completing compulsory education shall apply to this section. Trademark licensees agree to consult with governmental, human  rights and nongovernmental organizations, and to take reasonable steps as evaluated by the University to minimize the negative impact on children released from employment as a result of implementation or enforcement of the Code.

        5.Forced Labor: There shall not be any use of forced prison labor, indentured labor, bonded labor or other forced labor.

        6.Health and Safety: Trademark licensees shall provide a safe and healthy working environment to prevent accidents and injury to health arising out of, linked with, or occurring in the course of work or as a result of the operation of Licensee facilities. In the case of

work-related injury, factories will provide just compensation. In addition, trademark licensees must comply with the following  provisions:

 

a. The Licensee shall ensure that its direct operations and any subcontractors comply with all workplace safety and health regulations established by the national government where the production facility is located.

b. The Licensee shall ensure that its direct operations and any subcontractors comply with all health and safety conventions of the International Labor Organization (ILO) ratified and adopted by the country in which the production facility is located. In case of a conflict between Section 6a and 6b, the Licensee will adhere to a standard that is more health-protective for a given standard.

c.Education and training will be regularly conducted to help workers deal with hazards and dangerous materials.

1. Nondiscrimination: No person shall be subject to any discrimination in employment, including hiring, salary, benefits, advancement, discipline, termination or retirement, on the basis of gender, race, religion, age, disability, sexual orientation, nationality, political opinion, or social or ethnic origin. 

2. Harassment or Abuse: Every employee shall be treated with dignity and respect. No employee shall be subject to any physical, sexual, psychological or verbal harassment or abuse. Trademark licensees will not use or tolerate any form of corporal punishment.

3.Freedom of Association and Collective Bargaining: Trademark licensees shall recognize and respect the right of employees to freedom of association and collective bargaining. No employee shall be subject to harassment, intimidation or retaliation in their efforts to freely associate or bargain collectively. Trademark licensees shall not cooperate with governmental agencies and other organizations that use the power of the State to prevent workers from organizing a union of their choice. Trademark licensees shall allow union organizers free access to employees. Trademark licensees shall recognize the union of the employees’ choice.

 

4.Women’s Rights: Women workers will receive equal remuneration, including benefits, equal treatment, equal evaluation of the quality of their work, and  equal opportunity to fill all positions as male workers. Pregnancy tests will not be a condition of employment, nor will they be demanded of employees. Workers who take maternity leave will not face dismissal nor threat of dismissal, loss of seniority or  deduction of wages, and will be able to return to their former employment at the same rate of pay and benefits. Workers will not be forced or pressured to use contraception. Workers will not be exposed to hazards, including glues and solvents, that may endanger their safety, including their reproductive health. Trademark licensees shall provide appropriate services and accommodation to  women workers in connection with pregnancy.

 

C.Labor Standards Environment: In countries where law or practice conflicts with these labor standards, Trademark licensees agree to consult with governmental, human rights, labor and business organizations and to take effective actions as evaluated by the University of Oregon to achieve full compliance with each of these standards. Trademark licensees further agree to refrain from any actions that would diminish the protections of these labor standards. In addition to all other rights under the Licensing Agreement, the University reserves the right to refuse renewal of Licensing Agreements for goods made in countries where (in the University’s sole determination): (a) progress toward implementation of the employment standards in the Code is no longer being made; and (b) compliance with the employment standards in the Code is deemed impossible. The University shall make such determinations based upon examination of reports from governmental, human rights, labor and business organizations and after consultation with the relevant trademark licensees.

 


Appendix Two: President Dave Frohnmayer to President Nils Hasselmo, 25 July 2000

 

 

Date: Tue, 25 Jul 2000 16:51:17 -0700

To:             Nils Hasselmo <nils_hasselmo@aau.edu>

From:         pres@oregon.uoregon.edu

Subject:      Re: Sweatshops

 

Dear Nils:

Thanks for your kind e-mail of 7/20. I’m sorry that I missed you, but I did leave a brief voice mail message.

I think there is a role for the “Six” to consider, apart from any pretense that student unrest will abate suddenly. Myles and others are correct that electronic communications have substantially magnified the perceived influence (as well as, in my institution’s case, the flow of vitriolic misinformation) concerning any issue of national attention. At the same time, I think it is critically important for research universities to keep the high ground on issues which are of global

importance in the globalization debate. This point is true, especially, of questions, which may be posed quite concretely and to which answers, and sometimes data presently are lacking. This listing is not original with me, but I endorse its importance, and hope to engage our own campus. Consider the following (and pardon the length):

1. What happens to workers after contract production moves on ? The emphasis in public discourse is all on presumed exploitation. Shoe production and apparel production, a highly technical industry, was introduced to Korea, Taiwan etc. Now, even though many northern hemisphere companies have moved after production costs rose in these countries, there remains a strong local industry. It would be valuable to look at this issue in many industries including computers and chip production.

2. What happens to workers after they leave contract factories? Typically they only work in factories for 3-5 years. The Population Council has done very interesting research on women factory workers in Bangla Desh. I am told that the results they report are very positive. But it would be important to know where the experience of factory work has yielded good results and why, where it had been deleterious and why. If there are parallels to the western experience there may be great differences here.

3. We are all aware of the growing gap between per capita income in high income countries and the world’s poorest countries. What has been the role of globalization in the development of that gap? It existed before the current offshore production system and has certainly widened in a period coterminous with globalization. But what factors other than the spread of global production account for it? The gap has been narrowed for Korea and Taiwan through offshore production. Where are the results deleterious, where beneficial and why? In this respect it may be very important to understand whether global production is a new economic and political phenomenon, or merely an extension of older forms of capitalism.

4. What are the forces producing anti-globalization sentiment, and what are the sources of funding for the multiplicity of action groups related to that sentiment? If we understood the sources of the sentiment better, there could be some constructive movement toward dealing with it.

5 .What models could be developed of fruitful collaboration between organized labor and employers working in countries where “freedom of association” as we understand and experience it simply does not exist? I am told that Nike and the International Youth Foundation have found ways to open dialogue between workers and management through surveys of worker opinion about their work experience. It would be very valuable to have informed and constructive minds study this question and recommend even better ways to proceed.

6. What fruitful ways can be developed to enable useful discussion, leading to significant outcomes, not just name-calling, between global producers and a large and amorphous NGO community? Since there are many thousands of NGO’s founded every year, some way of structuring a dialogue needs to be created. This is a large problem in political theory, which warrants serious work. We are witnessing the emergence of a significant set of political forces outside the normal democratic process, and a need to establish some theory of representation and consent in relation to them.These are some initial thoughts, Nils. Feel free to share this message with Myles, Stan and your other colleagues.

Best regards,

 

Dave

 

 

Appendix Three:  Resources