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  • April 2015: Transfers and Excessing

    April 30, 2015

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    Whether by choice or
    circumstance, teachers change schools within districts regularly. This month’s Trendline will examine what teacher
    transfers and excessing looks like in the 118 districts in the Teacher
    Contract Database.

    Transfers

    Voluntary transfers are often initiated
    by teachers for personal or professional reasons. Teachers may want to transfer
    to another school for a wide variety of reasons, such as philosophical
    differences with a principal or a desire to teach in a school closer to home.
    For most teachers, there’s little risk in seeking a voluntary transfer: until a
    transferring teacher has been assigned to a new position, he or she does not
    give up the old one.

    In some districts,
    teachers who voluntarily transfer are given priority during the hiring process.
    While about half of the districts in the Teacher
    Contract Database
    do not address this issue in contract and/or board
    policy, 41 percent of districts give priority to internal transfers for vacant
    positions. 

    The eight districts that do not formally
    prioritize internal transfers over new hires for vacancies are Burlington (VT),
    Dayton (OH),
    Fargo,Fulton County (GA),
    Nashville,
    Newark,
    Prince William County
    and St. Paul.

    The 49 districts that do give
    preference to internal transfers for vacancies sometimes face criticism around
    this practice because this prioritization can have the unintended consequence
    of prolonging the hiring process, pushing potential new hires out of districts’
    human capital pipeline. Some districts try to avoid this challenge by getting a
    head start on the hiring process and/or limiting the time in which transferring
    teachers receive priority.

    Boston,
    for example, provides a limited window of 10 days in which permanent teachers who
    are transferring can have priority in applications. Duval County (FL)
    gives priority to internal transfers until May 1. Voluntary transfers in Los Angeles
    only receive preference until April 15. In San Diego,
    internal transfers receive “priority consideration” for vacancies;
    however, in priority schools, positions not filled by February, relatively
    early in the hiring cycle, are opened to outside candidates.

    Excessing

    As opposed to voluntary transfers,
    excessing is a process where teachers are involuntarily forced to move schools
    because they no longer have a position in their current school. Teachers are
    excessed when a school has to cut or change the composition of staff due to any
    number of issues including, but not limited to, a drop in student enrollment,
    budgetary cuts or programmatic changes.

    Districts negotiate a number of ways to
    identify teachers for excessing, but the most common method found in collective
    bargaining agreements is still seniority. Of the districts in the Teacher
    Contract Database, nearly half (48 percent) use district-level seniority as the
    primary factor for excessing teachers. Another 16 percent use seniority in
    addition to other factors, like school need or teacher performance.

    Only 13 percent of districts
    do not use seniority as either a primary or significant factor when excessing;
    of these districts, five percent use seniority as a tie-breaker if all other
    characteristics between two teachers are equal.

    West Ada
    (ID)
    , one of the districts that
    use seniority to identify teachers for excessing, utilizes both school- and
    district-level seniority in the excessing process. In cases where there is a
    surplus of teachers within one school, West
    Ada
    teachers are identified for excessing based on building seniority; district
    seniority is used as a tiebreaker if all other factors are equal.

    Placement after excessing

    Usually, excessed teachers are not out
    of a job, as the district is contractually obligated to find them a new
    position.

    Mutual consent, a process in which
    teachers and principals mutually agree on a teacher’s placement within a school
    through an interview process, is practiced in 12 districts in the Teacher
    Contract Database. Of those, Douglas County (CO)
    and Boston allow only tenured
    teachers to be a part of the mutual consent process.

    In 14 districts, excessed teachers are placed
    in schools in order of their seniority based on their preferences. In the five
    districts where excessed teachers are placed in schools based on multiple
    factors, four of those districts (Cleveland,
    Jefferson County (KY),
    Kansas City (MO)
    and Oklahoma City)
    use seniority as one of the factors for assigning excessed teachers to new
    schools.

    When mutual consent is used
    to place excessed teachers into new positions, as it is in 12 districts in the
    Teacher Contract Database (Boston,Denver, District of
    Columbia
    , Douglas County (CO), Harrison
    District Two (CO)
    , Minneapolis, Newark, Palm Beach
    County (FL)
    , Polk County
    (FL)
    , Providence, San
    Francisco
    and Seattle) there are times when teachers are left without a
    match. The policies for what happens to those teachers at that point in the process
    are listed in the table below.