This is an HTML version of an attachment to the Official Information request 'Honorary and Adjunct Appointment- OIA request'.

 
Adjunct and Visiting Scholar Policy 
 
1.  Purpose 
a)  The purpose of this Policy is to clarify the circumstances under which persons from outside 
the Victoria University of Wellington (‘the University’) may be appointed to adjunct or visiting 
positions, the required approval mechanisms, and how exceptions are to be managed. 
2.  Application of Policy 
a)  This Policy applies to Staff Members and Students. 
 
Policy Content 
3.   Background 
3.1   The appointment of Adjuncts and Visiting Scholars provides an opportunity for the University to 
acquire access to additional specialised and often high-level expertise in teaching and research; 
establish or  build on strategically important relationships; and achieve reputational benefits  by 
association.  In  order  to  provide  clarity  for  those  who  are  engaged  with  the  University  in  such 
relationships, and to protect the University’s interests, such appointments and the terms which 
apply to them must: 
(a) Recognise and acknowledge persons who contribute to the academic activities of the 
University via these appointments; 
(b) Recognise and document the nature of the contributions; 
(c) Document clearly the nature of the relationship involved in these appointments; 
(d) Assign titles which are appropriate in terms of the seniority of the appointee relative to 
titles commonly used for staff who are employed by the University; 
(e)  Be applied in a consistent manner across the University; and  
(f) Comply with New Zealand immigration law (see Appendix D).  Further information can 
also be viewed on www.immigration.govt.nz. 
 
3.2 
It is important that: 
(a)  It  is  clear  that  these  relationships  are  not  employment  relationships  between  the 
University and the appointees; 
 
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(b) Where one-off lectures or other one-off services are provided and payment is involved, 
a separate engagement (e.g. as a casual lecturer) is completed; 
(c) Where payment is involved for part or all of the appointment, a contract for services 
which sets out the responsibilities of the parties is completed and signed by both the 
University and the appointee;  
(d) The title assigned to an appointee reflects the contribution that is being made (e.g. a 
“Research” title implies that the contribution is research-related); and  
(e) The appointment does not impact adversely on University funding (e.g. Performance 
Based Research Fund). 
 
4.  Adjunct appointments 
4.1   Adjunct appointments, which may be made on a renewable three-year basis, require the written 
approval of the relevant Pro Vice-Chancellor (‘PVC’).  This approval is to be copied to the Faculty 
Human Resources Manager who will maintain a file of such appointments.  Persons appointed as 
adjuncts are required to sign an agreement, that is not an employment agreement, and that sets 
out  the  terms  of  the  relationship  and  ensures  that  the  appointee  abides  by  the  policies  and 
procedures of the University.  
4.2 Adjunct appointments may be made with the following titles, to be approved by the relevant PVC:  
(a) Adjunct Professor  – a person deemed to be the equivalent of Associate Professor or 
Professor  were  they  to  be  appointed  to  a  position  as  a  staff  member  within  the 
University.  Note: this generally implies that they would have standing in both teaching 
and research; 
(b) Adjunct Teaching Fellow – a person deemed to be the equivalent of Senior Lecturer or 
below, and whose contribution to the University will be mainly in teaching; and 
(c) Adjunct Research Fellow – a person deemed to be the equivalent of Senior Lecturer or 
below, and whose contribution to the University will be mainly in research. 
4.3 Where payment is agreed for some services provided by a person who has an adjunct appointment, 
they should be engaged separately on a casual or fixed term basis, or through a contract for services 
(refer to the  Contract for Services Policy).  Advice should be sought from Human Resources to 
ensure the appropriate documentation is put in place. 
 
5. Visiting Scholar Appointments  
5.1 Visiting Scholar appointments are temporary relationships which must be approved by the Head of 
School or Director of stand-alone institutes and centres, and then copied to the PVC and Faculty 
Human  Resources  Manager.  These  appointments  have  no  adjunct,  employment  or  other  formal 
relationship with the University.  
 
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Adjunct and Visiting Scholar Policy  
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5.2  Staff  of  other  institutions  visiting  the  University  as  Visiting  Scholars  may,  with  the  appropriate 
approval, use the term ‘Visiting’ followed by the title of the position they hold at their own institution 
(e.g. Visiting Assistant Professor). 
5.3 The University may charge Visiting Scholars a bench fee, dependent on Faculty/School policy in this 
regard (Note: Bench fee policies are subject to approval by the PVC). 
5.4 A fee may be offered in connection with the visiting appointment, particularly if the Visiting Scholar 
is  teaching.  Advice  should  be  sought  from  Human  Resources  to  ensure  the  appropriate 
documentation is put in place. 
 
6.  Approval of Exceptions  
6.1  The  use  of  any  term  other  than  those  prescribed  in  this  policy  requires  the  approval  of  the 
appropriate PVC. 
 
7. Intellectual Property 
7.1  The  University  is  the  owner  and  guardian  of  any  intellectual  property  or  data  sets  to  which  an 
Adjunct or Visiting Scholar is given access rights. 
7.2 Generally, an Adjunct or Visiting Scholar will own any intellectual property they produce during 
their  appointment.    This  is  the  case  even  if  the  Adjunct  or  Visiting  Scholar  is  using  University 
resources and University staff and/or students are involved. 
7.3 Specific provision must be made in the written agreement with the Adjunct or Visiting Scholar if the 
intellectual property produced by the Adjunct or Visiting Scholar is to be owned by the University or 
there is to be some other ownership arrangement. 
 
8. Compliance with Policy 
8.1 All Adjuncts and Visiting Scholars are required to adhere to the University’s Health and Safety Policy 
and other relevant policies including the Staff Conduct Policy and the Safe Campus Policy. 
8.2 Once an Adjunct or Visiting Scholar has taken up their appointment, the School or Institute/Centre 
is  responsible  for  ensuring  that  the  appointee  receives  a  Health  and  Safety  induction.    Further 
information can be obtained from [email address]. 
 
9. Definitions 
In this Statute/Policy/Procedure, unless the context otherwise requires: 
 
 
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Adjunct and Visiting Scholar Policy  
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Adjunct: 
A  person  who,  not  being  a  student  or  staff  member  or  Emeritus 
Professor  of  the  University,  has  a  formal  relationship  with  the 
University in which his/her time or expertise are:  
  given without payment;  
  given  on  the  basis  that  any  prior  approved  expenses  are 
reimbursed; 
  acquired via a contract for services; or 
  acquired  by  subcontract  or  similar  arrangement  with 
his/her employer. 
Visiting Scholar: 
A person who is a staff member or a postgraduate student of another 
organisation  or,  a  former  postgraduate  student  who  has  recently 
completed the requirements for a postgraduate degree, and  has a 
temporary visiting relationship with the University. 
 
Note: External supervisors of PhD and Masters by thesis students, appointed as Honorary 
Research Associates (HRAs), are excluded from this policy.  HRAs are appointed by the Dean 
of the Faculty of Graduate Research (FGR) via the Associate Deans (for PhD) or the Head of 
School (for Masters theses).  Please refer to thFGR website for the appointment process and 
form. Refer also to th
PhD Policy and thMaster's Thesis Policy.  
Related Documents and Information 
10. Related Documents  
Education Act 1989 
Immigration Act 2009  
Health and Safety at Work Act 2015 
As Adjuncts and Visiting Scholars are not employees, the Employment Relations Act 2000 and 
other Acts governing employment within New Zealand do not apply.   
Contract for Services Policy 
Faculty of Graduate Research website  
Guideline - Interns and Volunteers  
Health and Safety Policy 
Intellectual Property Policy 
Master’s Thesis Policy 
PhD Policy  
Safe Campus Policy 
Staff Conduct Policy 
 Note: Word versions of Appendices A to C are available at: Template Letters 
 
 
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Adjunct and Visiting Scholar Policy  
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11. Document Management and Control 
Approver 
Vice-Chancellor 
Approval Date 
28 August 2018 
Effective Date 
28 August 2018 
Last Modified 
9 June 2015 
Review Date 
28 August 2021 
Sponsor 
Director, Human Resources 
Contact Person 
Relevant HR contact: 
Ext. 5068: Faculty of Health  
Ext. 5824: Faculties of Humanities and Social Sciences and Education 
Ext. 5200: Faculties of Science, Engineering and Architecture & Design 
Ext. 5754: Victoria Business School and the Faculty of Law 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
 
 
Appendix 1:  Template Letter for Adjunct Appointee where there is no payment for 
the position. 
 
 

May be amended with advice from your HR contact. 
Word version available at: Template Letters 
School/Faculty Letterhead  
  
  
[insert date]  
[insert name]  
[insert address]  
   
Dear [insert name]  
Offer of Adjunct Appointment 
I am pleased to offer you an appointment as Adjunct [insert title] in the [insert School or 
Institute/Centre], at Victoria University of Wellington (“the University”), from [insert start date] to 
[insert end date]. 
Adjunct status provides the opportunity for persons from outside the University to participate in its 
education, research, creative or other activities.  The purpose of this appointment is for you to share 
your expertise with the University’s staff and students and participate in the general academic life of 
the [insert School or Institute/Centre] as follows: 
[Enter the contribution(s) that the Adjunct appointee will be making to the School or 
Institute/Centre.  Include any agreed timeframes e.g. teaching times.]  
Terms of the Appointment 
1. 
As the position is deemed to be of a voluntary nature, you are not classed as an 
employee and nothing contained or implied in this arrangement will create the relationship of 
employer and employee. You will not receive any remuneration or reward from the University 
for the work you undertake. The Employment Relations Act 2000 and other Acts governing 
employment within New Zealand will not apply to you.  
2. 
Access to an office (subject to availability), University systems and physical 
collections of the University Library will be provided as required.  The Library’s online 
collections may be accessed using guest wi-fi from any campus location. 
3. 
If you require access to University systems such as intranet and email in this position, 
on receipt of your acceptance of this offer, you will be sent an email link containing an 
Interested Parties Registration Form to complete and submit by return.  
[Next clause is optional – delete if not applicable] 
4. 
You will be given access rights to [list intellectual property/data sets] during your 
appointment. This [intellectual property/data set] is owned by the University and ownership 
will remain with the University. 
[Next clause is optional – delete if not applicable] 
 
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Adjunct and Visiting Scholar Policy  
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5. 
All intellectual property created by you during the duration of the appointment will be 
owned by the University. 
6. 
You will be reimbursed for any reasonable expenses that you may incur as a result of 
your services to the [insert School or Institute or Centre]. However, any intended expenditure 
will require prior approval from the [insert Head of School or Director]. 
7. 
You or the University may terminate this arrangement without notice at any time and 
for any reason. 
8. 
You will be required to comply with relevant University policies and statutes and New 
Zealand legislation.  This includes the Health and Safety at Work Act 2015 and the University’s 
Health and Safety Policy, Staff Conduct Policy and Safe Campus Policy.  
 
9. 
At the beginning of your appointment you will be required to undertake a Health and 
Safety induction workshop. Further information can be obtained from [email address].  
 
10. 
“Confidential information” means all information you become aware of in the course 
of your appointment which is not in the public domain and which is reasonably regarded by 
the University as confidential to it. 
 
11. 
Except in the proper performance of your responsibilities under this appointment, 
you agree you will not use or disclose (directly or indirectly) any confidential information, 
including confidential information regarding students or employees of the University, or the 
finances or affairs of the University, its employees or its clients. This requirement continues 
after you cease your appointment at the University. 
 
Insurance [For overseas appointees – delete if not applicable]  
12. 
You are responsible for ensuring that you have appropriate travel and health 
insurance.  You will not be covered by the Accident Compensation Insurance Scheme in New 
Zealand. 
Immigration [For overseas appointees– delete if not applicable]  
13. 
Immigration into New Zealand and all visa requirements for the purpose of 
undertaking this work as an Adjunct [insert title] are your sole responsibility. [Rest of clause is 
optional– delete if not applicable] As your visit(s) to the School will be for a total duration of 3 
months or less in a calendar year, you may be eligible to enter New Zealand and undertake 
certain academic activities on a visitor visa.  This is subject to you meeting certain criteria, 
which includes being a national of a country where a visa waiver applies.  Please refer to the 
New Zealand Immigration website at http://www.immigration.govt.nz/opsmanual and search 
for V3.130 Visiting Academics. 
  
14. 
The contents of this letter of offer and any attachments constitute the entire 
agreement (“the Agreement”) between yourself and the University, and supersede all previous 
representations, negotiations, commitments and communications, either written or oral 
 
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9 June 2015 
between the parties.  Variations to the Agreement will only be binding on the University where 
these have been formally offered by the University and signed by both parties. 
 
It is with great pleasure that the University makes this offer and the School very much looks forward 
to you sharing your expertise with its staff and students. 
To indicate your acceptance of this offer of appointment as an Adjunct [insert title], please sign and 
return a copy of this letter to [insert person to receive letter].  
   
Yours sincerely  
  
 
 
(Signature block)  
 
  
I acknowledge that my appointment as an Adjunct [insert title] is of a voluntary nature. By accepting 
this position, I agree to comply with the University’s policies and statutes and relevant legislation.  
  
Name:  
 
 Signed:  
  
Date:  
 
 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
Appendix 2:  Template Letter for Visiting Scholar with or without fees. 
 
May be amended with advice from your HR contact. 
Word version available at: Template Letters 
School/Faculty Letterhead  
  
  
[insert date]  
[insert name]  
[insert address]  
   
Dear [insert name]  
Offer of Visiting Appointment 
I am pleased to offer you an appointment as a Visiting Scholar in the [insert School or 
Institute/Centre] at Victoria University of Wellington (“the University”), from [insert start date] to 
[insert end date]. 
The purpose of this appointment [enter the purpose of the visiting appointment.  Include any agreed 
timeframes e.g. teaching times.]  
Terms of the Appointment 
1.  You will have access to the following resources: [list resources such as office space, library 
access, etc]. 
or 
2.  You will be charged a bench fee of NZ$ [enter amount].  This fee will entitle you to the 
following resources: [list resources such as office space, library access, etc]. 
 
3.  If you require access to University systems such as intranet and email, on receipt of your 
acceptance of this offer, you will be sent an email link containing an Interested Parties 
Registration Form to complete and submit by return.  
[Next clause is optional – delete if not applicable] 
4.  You will be given access rights to [list intellectual property/data sets] during your 
appointment.  This [intellectual property/data set] is owned by the University and 
ownership will remain with the University. 
 
[Next clause is optional – delete if not applicable] 
5.  All intellectual property created by you during the duration of the appointment will be 
owned by the University. 
 
6.  [Optional – delete if not applicable] The fee offered in connection with this visiting 
appointment will be NZ$ [enter amount], to be paid in one lump sum at the end of the 
appointment.  [Next sentence NZ residents only - delete if not applicable] Please provide 
your bank account details and IRD number. 
 
 
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Adjunct and Visiting Scholar Policy  
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7.  [For overseas appointees where a fee is offered – delete if not applicable] In accordance 
with New Zealand tax requirements, the University will deduct 20 percent of the fee on a 
schedular payment (a form of withholding tax) in NZ dollars.  There is no requirement to 
obtain a New Zealand taxation IRD (Inland Revenue Department) number. Non-residents 
may apply for a tax exemption certificate.  Application should be made directly to the IRD. 
There are some excluded countries so please check the IRD website at 
www.ird.govt.nz/international/ (Non-resident contractors and entertainers). Please 
provide your bank account details to enable the fee payment to be deposited. 
 
8.  You will be responsible to [enter person] during your appointment as a Visiting Scholar. 
 
9.  You or the University may terminate this arrangement without notice at any time and for 
any reason. 
 
10.  You will be required to comply with relevant University policies and statutes and New 
Zealand legislation.  This includes the Health and Safety at Work Act 2015 and the 
University’s Health and Safety Policy, Staff Conduct Policy and Safe Campus Policy. 
 
11.  At the beginning of your appointment you will be required to undertake a Health and Safety 
induction workshop. Further information can be obtained from [email address].   
 
12.  “Confidential information” means all information you become aware of in the course of 
your appointment which is not in the public domain and which is reasonably regarded by 
the University as confidential to it. 
 
13.  You agree you will not use or disclose (directly or indirectly) any confidential information, 
including confidential information regarding students or employees of the University, or 
the finances or affairs of the University, its employees or its clients. This requirement 
continues after you cease your visiting appointment at the University. 
 
Insurance [For overseas appointees– delete if not applicable]  
 
14.  You are responsible for ensuring that you have appropriate travel and health insurance.  
You will not be covered by the Accident Compensation Insurance Scheme in New Zealand. 
Immigration [For overseas appointees– delete if not applicable]  
15.  Immigration into New Zealand and all visa requirements for the purpose of undertaking 
this work as a Visiting Scholar are your sole responsibility. [Rest of clause is optional– 
delete if not applicable] As your visit(s) to the School will be for a total duration of 3 
months or less in a calendar year, you may be eligible to enter New Zealand and undertake 
certain academic activities on a visitor visa.  This is subject to you meeting certain criteria, 
which includes being a national of one of a list of countries where a visa waiver applies.  
 
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Please refer to the New Zealand Immigration website at 
http://www.immigration.govt.nz/opsmanual and search for V3.130 Visiting Academics. 
 
16.  The contents of this letter of offer and any attachments constitute the entire agreement 
(“the Agreement”) between yourself and the University, and supersede all previous 
representations, negotiations, commitments and communications, either written or oral 
between the parties.  Variations to the Agreement will only be binding on the University 
where these have been formally offered by the University and signed by both parties. 
 
To indicate your acceptance of this offer of appointment as a Visiting Scholar, please sign and return a 
copy of this letter to [insert person to receive letter].  
   
Yours sincerely  
   
(Signature block)  
 
  
I acknowledge that my appointment as a Visiting Scholar is of temporary visiting status. By accepting 
this appointment, I agree to comply with the University’s policies and statutes and relevant legislation.  
 Name:  
  
Signed:  
  
Date:  
 
 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
 
Appendix 3:  Authority to Appoint Adjuncts and Visiting Scholars 
 
Word version available at: Template Letters 
Victoria University of Wellington  
Authority to Appoint: Adjunct or Visiting Scholar 
Before seeking approval from your PVC, please read the Adjunct and Visiting Scholar 
Policy; and discuss  
with your HR Manager. 
1.  Name of Proposed Appointee 
 
 
2.  
School/Institute/Centre in which 
 
appointee will be located 
3. 
Category of Appointment 
a.  Adjunct Professor 
(Tick one) 
b.  Adjunct Teaching Fellow 
c.  Adjunct Research Fellow 
d.  Visiting Scholar 
4. 
If a visiting appointment, is the appointee 
 (Circle one) 
Yes/No 
employed at another Institution?   
 
 
If yes, state name of institution and 
Institution Name: 
appointee’s position. 
Appointee Position: 
5. 
If a visiting appointment, is the appointee 
(Circle one) 
Yes/No 
a postgraduate student at another Institution?   
 
 
If yes, state name of institution and degree  Institution Name: 
being undertaken. 
Degree: 
6. 
If a visiting appointment, is the appointee 
(Circle one) 
Yes/No 
being charged a bench fee? 
If Yes: 
Amount: NZ$ 
7. 
If a visiting appointment, is the appointee 
(Circle one) 
Yes/No 
being paid a fee? 
If Yes: 
Amount: NZ$ 
8. 
If an adjunct appointment, please specify 
 
your reasons for recommending the appointment 
at the level you are proposing (i.e. Adjunct 
Professor, Adjunct Teaching Fellow, etc). 
 
9. 
If an adjunct appointment, is this 
a.  Without payment 
appointee giving his/her time or expertise: 
b.  On the basis that any prior approved 
 
(Please tick)  
expenses are reimbursed  
 
c.  Via a contract for services 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
d.  By subcontract or similar arrangement 
with his/her employer. 
10. 
Will the appointee be provided with any of 
a.  Office Space 
the following 
b.  Email 
(Please tick) 
c.  Internet  
d.  Library access 
e.  Other (please specify
17.  Term of appointment 
From:  ____/____/____ 
To: 
____/____/____ 
18.  Please confirm the full adjunct or 
 
visiting title to be used 
19.  This request is made by 
Name:  
School/ Institute/ Centre
 
20. Human Resources confirm position falls  HR Signed: 
within the Adjunct and Visiting Scholar 
Date:  ____/____/____ 
Policy. 
Approval to Appoint 
 
Name: __________________________________ Signature: ______________________  
 
Position: ________________________________ Date: ____/____/____  
 
  
 
 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
Appendix 4:  Immigration Requirements for Visiting International Academics  
 
Refer to V3.130 - Visiting academics at http://www.immigration.govt.nz/opsmanual 
 
Academic Visitors from Overseas 
 
a.  Visiting academics from countries whose nationals are people to whom a visa waiver applies 
(see f. below), may be granted a three-month visitor visa and entry permission on arrival in 
New Zealand on production of a letter of invitation from Victoria University of Wellington.  
 
b.  Visiting academics from countries whose nationals are required to hold a visitor visa to travel 
to New Zealand must apply for a visitor visa through the nearest New Zealand Embassy before 
travelling to New Zealand. 
 
Requirements for the Letter of Invitation 
c.  To be granted a visitor visa, the visiting academic must provide a letter of invitation 
containing the following information: 
  Confirmation that they are well-qualified in their field; and they are either employed 
by an overseas academic or research institution, or have wide experience in such 
employment; and 
  Confirmation that the activities they will undertake while in New Zealand will be of a 
pedagogical, educational, professional management or research nature; and  
  The dates that the activities will be undertaken. 
 
Pedagogical, Educational, Professional Management and Research Activities 
 
d.  Pedagogical, educational, professional management and research activities are excluded from 
the definition of work.  These include: 
  Collaborating on research projects with academics working at New Zealand tertiary 
education institutes, including publishing work with New Zealand academics; and  
  Presenting at one-off seminars or conferences organised by the institution; and  
  Providing teaching or tutoring for short courses in specialised areas that New Zealand 
academics do not have the subject knowledge in; and  
  Sourcing research material only available in New Zealand (including literature) or 
conducting research only able to be undertaken in New Zealand; and  
  Planning and management (including designing, developing, implementing and 
reviewing/auditing academic and research courses, programmes and resources; 
professional development, including teaching methods and curriculum development; 
and sourcing resource materials for academic and research programmes); and  
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
  Meeting with a post-graduate student who they co-supervise if the student is enrolled 
at a New Zealand institution from which they will be receiving their qualification, if 
successful; and  
  Undertaking performance classes (e.g. in theatre, dance or music) or studio master 
classes (i.e. recording and mastering music); and  
  Participating on assessment panels for oral or practical examinations, including for 
theses; and  
  Study tours. 
 
 
 
 
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Adjunct and Visiting Scholar Policy  
9 June 2015 
Meaning of Visa Waiver and Countries to which a Visa Waiver Applies 
 
e.  A visa waiver means a waiver of the requirement to hold a visa permitting travel to New 
Zealand. 
 
f.  A visa waiver applies to a number of persons including: 
  Australian citizens; 
  Australian permanent residents;  
  British citizens and passport holders where the person is seeking a visitor visa current 
for not more than 6 months; and 
 
  Citizens of the following countries where the person is seeking a visitor visa current 
for not more than 3 months: 
Andorra 
Iceland 
Portugal1 
Argentina 
Ireland 
Qatar 
Austria 
Israel 
Romania 
Bahrain 
Italy 
San Marino 
Belgium 
Japan 
Saudi Arabia 
Brazil 
Korea (South) 
Seychelles 
Brunei 
Kuwait 
Singapore 
Bulgaria 
Latvia 
Slovak Republic 
Canada 
Liechtenstein 
Slovenia 
Chile 
Lithuania 
Spain 
Croatia 
Luxembourg 
Sweden 
Cyprus 
Malaysia 
Switzerland 
Czech Republic 
Malta 
United Arab Emirates 
Denmark 
Mauritius 
United States of America2 
Estonia 
Mexico 
Uruguay 
Finland 
Monaco 
Vatican City 
France 
Netherlands 
Germany 
Norway 
Greece 
Oman  
Hungary 
Poland 
1 Portuguese passport holders must also have the right to live permanently in Portugal. 
2 Including Nationals of the USA. 
 
 
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