Monday, March 28, 1994 - The Michigan Daily - 9 Regents conduct secret search, defend process aught in personal quagmire, the regents' search for a University presi dent was marred by delays and inter- nal squabbles, and ultimately forced them to go to their second choice, after first choice New York City Library President Vartan 'Gregorian withdrew following a phone call from Regent Deane Baker. Below is a chro- nology of the 14-month search that cost $90,000 to execute and more than $375,000 to defend. April 28, 1987 University President Harold T. Shapiro an- nounces his intention to resign at the end of the year to become president of Princeton University, effective Jan. 3, 1988. May 14,1987 The eight-member University Board of Re- gents begins the process of selecting a new presi- dent by appointing itself as a Presidential Selec- tion Committee (PSC), with RegentPaul W. Brown (D-Petoskey) as the chair. The board invites the Senate Advisory Committee on University Af- fairs, the Michigan Student Assembly and the Board of Directors of the Alumni Association to each appoint an advisory committee to the PSC, .mirroring the last presidential search committee process in 1980. Three advisory committees of alumni, faculty and students are created. May 31, 1987 The regents occupy Room 3281 in the School of Business Administration as their office for the search and select Doris Estep as secretary to the Presidential Search Committee. A special account, No. 419267, is opened with an initial balance of $50,000 to be spent on the search. By the end, the regents will spend more *than $90,000. June 1987 Regents individually or in groups of two have discussions with various University deans and other administrators, state legislators, national education leaders and others regarding University goals, criteria for selecting the new president and names of potential candidates. August 1987 The regents compile a list of almost 250 names of possible candidates. Only 5 formal applications were submitted by the candidates themselves. Most were recommended by third parties. For each of the more than 200 people listed, Estep compiles a one- page biography-mainly through the use of "Who's Who in American Education," which the Estep purchases for $257. September-October 1987 Sub-quorum groups of regents meet with the student, faculty and alumni advisory committees, each of which had been asked to rankthe 200 or so names on a scale of one to five. The rankings are discussed at these meetings. Oct. 26, 1987 Brown, based on sub-quorum meetings and individual telephone discussions with fellow re- gents, cuts the list of possible candidates down to 70 names. The PSC gives Brown the sole authority to make the first cut. That list is sent to the advisory committees. *Each committee is asked to select their top 30 names and evaluate them. This results in three different score cards. The faculty committee meets with sub-quorum groups of regents regarding its score card. The student and alumni groups submit theirs in writing. At this point, the regents avoid quorum meet- ings because they would have to conduct a public meeting under the state Open Meetings Act. November 1987 The PSC's list of possible candidates is re- duced to 42 names by Brown in closed meetings with no formal vote of the regents. December1987 At the request of the faculty advisory commit- tee, Jerry Baker of Lamalie Associates Inc., a man- agement consultant firm, is hired by the regents for biographical reports on the candidates. The regents pay the firm $40,000 for providing this information. Feb. 9, 1988 Faculty members on the advisory committee express frustration to the PSC with the search and the apparent foot-dragging by the regents. In minutes kept from the faculty advisory committee, Thomas Kauper, chair of the commit- tee, said, "The problem seems to be that the eight regents are not able to communicate with each other except by one-on-one telephone calls." There is still considerable disagreement among the re- gents, according to Regent Deane Baker (D-Ann Arbor). Feb.10, 1988 A memo from Kauper urges the regents to accelerate the process. "Our committee is growing concerned over its pace, for several reasons," he said. Kauper's memo also stated: We are getting perilously close to the prac- tical deadline for having someone on board by the fall. Presidential searches are underway at a number of other schools. There is a danger that candidates in whom we have an interest might commit themselves to another institution. Gregorian was also being considered for the head spot at Brown University. Candidates might interpret slowness in the process as reflective of a general lack of enthusi- asm for those under consideration. "We recognize that the open meeting require- ments are a major factor in the pace of the search, and that not much can be done to change the difficulties those requirements create. We urge that once the next list is prepared the initial con- tacts with candidates be made as rapidly as pos- sible," Kauper said. Feb. 23,1988 To accelerate the search, a number of members on the faculty advisory committee threaten to resign. "I have conveyed the feelings of frustration to the regents. Threats will probably be useful at this point in order to advance the process," Kauper said. "We will convey to the regents that threats to this cut, only four University candidates remain: Gilbert R. Whitaker, dean of the business school; Charles M. Vest, dean of the College of Engineer- ing; Homer A. Neal, chair of the department of physics; and James J. Duderstadt, provost for aca- demic affairs. The list of possible candidates in the second cut is cut to about 27 by Brown. Brown begins contacting the nominees to de- termine their interest and to make arrangements for regents to talk to them. The regents contact the candidates individu- ally and ask if they would like to be considered. "This is the recruitment stage, so there is quite a bit of selling involved," Roach said. The candidates were asked whether they were willing to be a candidate and if they wanted their candidacy considered in confidence. Seven nominees decline, which further re- duces the list to 12. Each of the 12 is contacted by two or three regents and each is asked whether he wants to be considered in confidence. Each says yes. March 15, 1988 By this time, no women are left on the list. The regents add two minority candidates to the list, in- cluding Walter Massey, vice president for research at the University of Chicago, who were previously cut. March 29,1988 In a meeting with the faculty committee, the regents remind the faculty members to exercise caution when evaluating the possible candidates. Baker says, "I have more reservations ... about broad-based inquiry into individuals. One misstep can blow somebody away. Everyone is concerned about confidentiality." In the matter of communication, Roach cau- tions that the all members of the committee should not undertake individual inquiries in to the candi- dates. "Focus your inquires through your chair. We don't want to blow a good candidate out of the water," Roach says. "We can't have 15 people calling a campus to get information on a particular person," Roach says. April 19, 1988 A concern is stated regarding Sunday's New York Times front-page article about racism on the University's campus. Discussion as to the University's image ensues. April-May 1988 The candidates themselves make the third cut. From the 30 remaining candidates, more than half remove themselves from consideration. Twelve candidates remain. In groups of two, three or four, the regents travel to the candidates' home cities to conduct private interviews they called "visits." After meeting with the 12 candidates, and obtaining requests for confidentiality from each, the board holds Section 8F (Open Meetings Act) meetings to consider applications. Among the ma- terial considered are curricular vitae from the Association of Governing Boards, Estep's one- page biographies, the search consultant's bio- graphical reports, letters of recommendation, ar- ticles about the candidates, financial reports con- cerning organizations with which the candidates are affiliated and reports from the faculty advisory committee. In addition, Roach reported on discus- sions he had had with the committees. No votes are taken at the 8F meetings. Brown, as he listens to the discussions and perceives a consensus. In the fourth cut, Brown reduces the list to five candidates: Duderstadt, Gregorian, Massey, James MillerIII, directorthe Office of Management and Budget and Steven Sample, president, State University of New York at Buffalo. Preparations for interviews with the candidates begin. Four regents, two faculty members, one stu- dent and one alum meet to interview the top candi- dates. Interviews are expected to last four hours. This procedure was taken because of the con- structive quorum law, Roach says. "The act permits meeting as an entire body in closed conference with candidates who desire to be considered in confidence. A separate section of the act says that all interviews must be given'in an open meeting," Roach says. Brown and Estep then arrange for interviews with the five. Brown appoints five different inter- view committees, each with four different regents, two members of the student advisory committee, two from the alumni advisory committee and three from the faculty advisory committee. Interviews are held at three different locations, after which the candidate is excused and there is discussion between the regents and the advisory committee members. Later, the regents on the interview committee take the candidate out to dinner. FILE PHOTO Regents Thomas Roach (left), Deane Baker and Paul Brown and Interim University President Robben Fleming attend a regents' meeting in the Fleming Administration Building in 1988. Duderstadt resign are present in this committee." Kauper said, "Also need to realize that this committee dissolves at the end of April! Will play it by ear about reminding the regents that no one on this committee agreed to serve more than a year. Will downplay that issue." Faculty committee members express concern that further delays by the regents would force them to settle on an internal candidate. March 1, 1988 Regent Thomas Roach (D-Ann Arbor), the selection committee's liaison to the advisory com- mittees, addresses the faculty committee members in an attempt to allay their frustrations. Roach said, "There are no secret agendas and no bias towards internal candidates. It has just not been possible to have all eight regents sit down and talk through their disagreements. No one on the board takes that view that there must be an internal candidate." Roach also addressed the issues of minority candidates, length of the search and confidential- ity. "There is a concern that more minority candi- dates are needed on the list.... At any rate we have 27. "Anyone left on the list after contacts, which are being made now, will be considered in confi- dence. The list should go down by about one-third after contacts are made. The list should go down fast after that. "The search is taking longer than expected. But this committee has to understand that when you have to communicate by telephone, even one person being out of town for a week or two can slow things down, because the board feels the decisions must be unanimous in acceptance." Candidates who regents knew personally were contacted by telephone. "If we don't know the candidates well, we must arrange meetings, travel, etc.," Roach says. "Once all candidates are contacted, there will be at least two more cuts before the interviewing process starts. The list will be cut down to three to five candidates before interviewing begins," he says. A consensus list is compiled by the regents. In May 20,1988 The regents form a nominating committee con- sisting of four regents- Baker, Brown, Roach and Nellie Varner(D-Detroit)-to decide which candi- dates would be considered for action by the board. The regents conduct interviews with the candi- dates outside of Ann Arbor. The last day of inter- views with the finalists, The Ann Arbor News sues University in Washtenaw County Circuit Court for violating the state Open Meetings Act in its search process. The lawsuit calls for the release of all documents generated since the beginning of the search. May 24, 1988 In a closed session, the regents meet for four hours to discuss the interviews and the advice of the advisory committees. Again, no vote is taken, but Brown determines that a consensus has nar- rowed the field to two. This is the fifth cut. None- theless, once the full board adjourns, the nominat- ing committee reconvenes and goes through the entire list of more than 200 nominees. The regents conclude they will pursue only the two candidates - Gregorian and Duderstadt. The Detroit Free Press joins The Ann Arbor News' lawsuit. June 2, 1988 Circuit Court Judge Ross W. Campbell rules in favor of the University, stating that the "effect of disclosure is so obviously deleterious and inimical to the pubic good" that the University must be able to meet in closed session to protect the confiden- tiality of candidates. June 4-5, 1988 Seven regents favored Gregorian to serve at the helm of the University. Baker, however, had other other ideas. Breaking rank and without noti- fying other members of the selection committee, Baker telephoned Gregorian and said, "I know you are the choice of all the others, but I will not support you." Baker's call changed the course of the presi- dential search. Gregorian promptly withdrew his nomination. Gregorian's announcement shocked the other regents. "I was furious. He had subverted the will of the board. I thought it was despicable," Brown told the Detroit Free Press. Gregorian later took the top spot at Brown University. June 7, 1988,9:30 p.m. In a four-way telephone conference, the re- gents on the nominating committee agree to nomi- nate Duderstadt. June 8, 1988 Brown and Roach meet with Duderstadt at the Inglis House, a University-owned house, to ask him if he would take the helm at the University if offered. Surprised, Duderstadt asks that his wife be present to also hear the good news. The meeting breaks up for several hours. The group meets again with Anne Duderstadt to hear the good news. June 10, 1988 The regents meet publicly to interview Duderstadt. The regents acknowledge that a single candidate for the top spot had been found. The regents accept the recommendation of the nomi- nating committee and vote to name James J. Duderstadt as 1Ith president of the University. June 17, 1988 The News and Free Press appeal the local court decision, but the Michigan Court of Appeals turns down a request to hear an emergency petition. August1989 Campbell reaffirms his June 1988 ruling. The papers appeal to the state Court of Appeals. Jan. 21,1992 The state appeals court reverses Campbell's ruling. The court rules, "There is real and immi- nent danger of irreparable injury when govern- mental bodies meet and act in secret." The Univer- sity appeals the case to the state Supreme Court. Sept. 28, 1993 The high court rules 4-3 that the University violated the state Open Meetings Act and the Freedom of Information Act (FOIA) during the search. The court rules that "all interviews by a public body for employment in or appointment to a public office must be held in public." Feb.11, 1994 Washtenaw Circuit Court Judge Patrick J. Conlin orders the University to make public all documents and recordings related to the search, including "minutes, notes, candidate lists and rat- ing sheets." Candidates' resumes and applications were to remain confidential, however. March 4,1994 Seeking to avoid another long court battle, the regents decide not to appeal Conlin's decision. The regents agree reluctantly to hand over the documents, citing the potentially damaging com- ments contained in the personal notes about candi- dates. Roach withholds his personal documents. N This timeline was compiled by Daily Staff Reporters James R. Cho, Nate Hurley and David Shepardson, using information obtained from faculty advisory committee minutes as well as from a chronology of events prepared by the University for use in the lawsuit. THE REGENTS The eight elected representatives who make up the University Board of Regents conducted the 1988 presidential search. The state Supreme Court has ruled that the regents did not comply with jhe state's Open Meetings Act during the search and a lower court ordered the release of all documents relating to the search. k 5 Neil D. Nielsen R-Brighton Elected in 1984. Lost re-election in 1992. Nielsen served on the board during the Deane Baker R-Ann Arbor Elected in 1972. Term expires Dec. 31, 1996. Baker served on the board and was a member of the nominating committee. He opposed the majority of the board who favored Vartan Gregorian. A call to Gregorian prompted him to withdraw from the race. Philip H. Power° D-Ann Arbor Appointed by Gov. James Blanchard in 1987, elected in 1990. Term expires Dec. 31, 1998. Paul W. Brown D-Petoskey Elected in 1970. Term expires Dec. 31, 1994. Brown chaired the Presidential Search Committee and was a member of the nominating committee. Thomas Roach D-Ann Arbor Elected in 1972. Did not seek re-election in 1990. a