Negotiations Committee
Special Meeting
Annual Report Ratification
The Annual Review: Background
• Final Report on Faculty Roles
and Responsibilities
recommended a
comprehensive evaluation of
faculty every three years after
tenure
• In the 2008 round of collective
bargaining that led to the
establishment of the two work
patterns, Article 19 (formerly
16)-Performance Review of
Faculty was negotiated.
• Article 19.1 Came into effect on
July 1, 2009,
• Stipulates that tenured faculty
must submit an Annual Report
by June 1, 2010 and by June 1
of each academic year
thereafter.
• Tenurable, conditional
tenurable, and eligible limitedterm faculty must submit the
Annual Report as part of their
tenure dossier by April 30.
Sub-Committee on the Annual Report
(Sept 2008-Jan 2010)
• Brenda Hendrickson, Dean of
Community and Health
Studies (BOG)
•
•
• Lee Easton (MRFA)
• Trevor Davis, Associate V-P,
Research
•
•
•
Principles
Easy to complete and to use
Reduce/Minimize time to
complete including auto
updating from one document
to the other (report CV and
vice versa)
Eliminate redundancy
Two pages but with
additional layers if and when
necessary
Reflect formative evaluation
Activities of the Sub-Committee
• Asked MRFA Faculty Evaluation Committee for
advice on information to be collected (2008)
• Requested FEC to pilot the form in 2009
• Consulted Faculty Tenure Committee (2008,
pre-tenure system II)
• Received input from Chairs and Deans’ Group
• Received input from members at several MRFA
regular meetings
Proposed Changes to the
Collective Agreement
Article 19- Performance Review of
Faculty
Annual Report: Existing Article 19.1
19.1 Recognition and review of full-time faculty
work is a formative process[emphasis added]
and an Annual Report will constitute an
important part of this process. The Annual
Report shall be submitted to the appropriate
Dean/Director each year with a copy to the
relevant Chair by June 1 [emphasis added].
Annual Report: Revised Article 19.1
• 19.1.1 (amended) The Annual Report shall describe
activities, achievements and plans related to teaching
and service for those in the Teaching-Service work
pattern, or teaching, scholarship and service for those in
the Teaching-Scholarship-Service work pattern, or their
equivalent in the case of non-instructional faculty.
Faculty shall use the Annual Report Form (see Appendix
C), and submit it along with a current curriculum vitae.
The Annual Report—Making Changes
• 19.1.2 (new) Any additions, modifications, or
deletions to the types of information gathered by
the Annual Report shall be made only through
negotiations.
• 19.1.3 (new) Notwithstanding Article 19.1.2,
changes related to the functionality of the form
can be made, subject to approval by both the
Association and the University.
Annual Report—Data Storage
19.1.4 (new) The pdf version stored electronically and any
paper copies of the Annual Report, as well as the
Dean/Director’s written response as outlined in Article
19.3.2, shall be deleted no later than seven years from the
date of initial submission of the Annual Report to the
Dean/Director.
19.1.4.1 (new) At least thirty days prior to the deletion date, a
tenured employee may elect to have the pdf versions of the
Annual Reports stored electronically until termination of
employment.
19.1.4.2 ( new) An employee making such an election may
revert to a seven (7)-year retention period at any time.
Annual Report: Maintenance and
Administration
• 19.1.5 (new) The University shall maintain
and administer the on-line Annual Report
and its associated processes.
Annual Report: Security of Data
19.1.5. 1 (new) The University shall be responsible
for the security of the data contained in the
Annual Report.
19.1. 6 (new) Each year, by September 1, the
Office of Research Services shall provide the
Association with a summary report about what
information has been compiled from the Annual
Report, for whom and for what purposes.
Annual Report: A Failsafe Clause
19.1.7. (new) Should an employee be unable to
complete or submit the Annual Report by June 1
as a result of software malfunction, the employee
shall submit to Dean/Director, with a copy to the
Chair, a paper version of the Annual Report
containing the required information no later
than June 14.
Annual Report Form- Preamble
Annual Report Form-General Info
Annual Report—Teaching Info
Annual Report Form-Scholarship
Annual Report-Service
Next Steps
• Ask for Ratification Vote Dates
▫ March 31, April 1?
• If Annual Report is ratified, first Annual Reports
completed and submitted June 1, 2010
• The Office of Research Services is planning some
orientation sessions
• Faculty Evaluation Committee has indicated an
interest in orienting faculty to the Form and
perhaps monitoring its use