Board meeting report: March 2, 2023

Here’s what we talked about at the last meeting of the FAUW Board of Directors:

New Equity Committee Terms of Reference were adopted. Changes include more detail about voting/decision making procedures, a new section on removal of committee members, the new role of equity advocate and facilitator, more detail regarding election of the chair, and further constraints around committee recruitment and selection to prioritize equity in selection.

Online Course Outline Repository. The Board discussed benefits and concerns about online course outline repositories. Look for a message from us about this soon, including examples of what actually needs to be submitted and examples from each faculty.

Vacation poll results. It became clear from the poll results that many faculty members are struggling to take the vacation time to which we are entitled (particularly faculty teaching in all three terms). We will be raising this at FRC, asking what they are doing to ensure our right to take our allocated vacation time, especially as a signatory to the Okanagan Charter.

Equity Data Advisory Group. This group has stopped meeting, yet work on the Equity Survey is incomplete and it is unclear what is happening with the data, when and how it will be shared with the University community, and how often the survey will re-open. Initial data collection was summer-fall 2021, with a brief re-opening in WorkDay in May 2022 to reach the 2/3 faculty response rate but nothing has come of the survey yet and the information online about results is out of date. The Board passed a motion to propose to the FRC that the Equity Data Advisory Group be restarted.

Governance review. The Board reviewed a project outline from CAUT and discussed the composition of the steering committee for the review. CAUT representatives will be invited to a future Board meeting to discuss further.

Graduate TA/RA certification. OrganizeUW, the grassroots campaign to form a union among TAs and RAs, is hoping to address graduate classes. In order to facilitate this, TAs and RAs will be contacting faculty members who teach grad classes with a request to address each class for 3-4 minutes. This is not a request for individual endorsements of OrganizeUW but simply a request to speak with grad students and we encourage you to consider the request.

Reopening the 2021 salary settlement. The administration has agreed to review our last 2021 salary settlement in light of Bill 124 being defeated in court (Bill 124 was the one that limited compensation increases to 1% annually across the Ontario public sector). A recent arbitration decision made it clear that organizations should not wait for the outcome of an appeal before re-opening the negotiations that were constrained by Bill 124.

Policy 33 – Ethical Behaviour. There has been no movement on this very important policy since August 2021. A joint meeting of the Faculty Relations Committee and the Staff Relations Committee was held recently to discuss the 2021 draft, to consider outstanding issues, and to press for implementation of the revised policy as soon as possible.

Policy 12 – Compassionate Care & Bereavement Leave. The Faculty Relations Committee discussed a draft version of this new policy. We want to ensure that (a) there are no unnecessarily burdensome documentation requirements, (b) the definitions of family include all those that we might consider close family, even if the connections may not be conventional, and (c) applications to extend a period of compassionate leave beyond the minimum are consistently and fairly resolved. The Staff Relations Committee is also discussing this draft, and we believe we are close to agreement on all sides.

Policy 57 – Employee Accommodations. The key features of this new policy that we are advocating for are (a) the establishment of a Central Office for processing accommodation requests, and (b) the costs of accommodations should be met from central funding, not from department or faculty budgets. We think it’s essential that the central office, not the individual’s dean, determines the appropriate accommodations for each individual, and works with the individual’s department to avoid any negative impact on their colleagues.

Governance review. The Board reviewed a project proposal from CAUT and will be issuing a call for members for an ad hoc committee soon.

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Board meeting report: February 16, 2023

Here’s what we talked about at the last meeting of the FAUW Board of Directors:

Reopening the 2021 salary settlement. The administration has agreed to review our last 2021 salary settlement in light of Bill 124 being defeated in court (Bill 124 was the one that limited compensation increases to 1% annually across the Ontario public sector). A recent arbitration decision made it clear that organizations should not wait for the outcome of an appeal before re-opening the negotiations that were constrained by Bill 124.

Policy 33 – Ethical Behaviour. There has been no movement on this very important policy since August 2021. A joint meeting of the Faculty Relations Committee and the Staff Relations Committee was held recently to discuss the 2021 draft, to consider outstanding issues, and to press for implementation of the revised policy as soon as possible.

Policy 12 – Compassionate Care & Bereavement Leave. The Faculty Relations Committee discussed a draft version of this new policy. We want to ensure that (a) there are no unnecessarily burdensome documentation requirements, (b) the definitions of family include all those that we might consider close family, even if the connections may not be conventional, and (c) applications to extend a period of compassionate leave beyond the minimum are consistently and fairly resolved. The Staff Relations Committee is also discussing this draft, and we believe we are close to agreement on all sides.

Policy 57 – Employee Accommodations. The key features of this new policy that we are advocating for are (a) the establishment of a Central Office for processing accommodation requests, and (b) the costs of accommodations should be met from central funding, not from department or faculty budgets. We think it’s essential that the central office, not the individual’s dean, determines the appropriate accommodations for each individual, and works with the individual’s department to avoid any negative impact on their colleagues.

Governance review. The Board reviewed a project proposal from CAUT and will be issuing a call for members for an ad hoc committee soon.

Continue reading “Board meeting report: February 16, 2023” →

Retirement advice from your (former) colleagues

In March 2020, right before everything moved online, we invited a few recently retired or soon-to-be-retired faculty members to talk about their experience of the retirement process and share some advice. Here’s what we learned.

Coming to the decision

You have to do it sometime, and it’s going to be an adjustment no matter when. Some panelists decided rather quickly, while one described it as a “gradual series of decisions.”

Some factors in the decision and signs that might suggest you’re about ready to retire include

  • an approaching birthday (that seems obvious, but maybe this birthday feels different from previous years),
  • grants coming to an end,
  • having other things to look forward to,
  • feeling the need to slow down,
  • pressure from your spouse, and
  • wanting to travel—as one panelist warned, don’t put retirement off too long if you want to travel!
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15 highlights from our annual tenure and promotion workshops

Every year, FAUW offers a series of workshops to help members prepare for career transitions and milestones.

  1. FAUW’s Academic Freedom & Tenure Committee (AF&T) can provide a range of support, from reviewing your application, to attending meetings with you, or helping you appeal a negative decision, if it comes to that. You’re entitled to have an “academic colleague” with you at all meetings, and faculty members often bring an AF&T member. You should definitely contact AF&T if you receive a letter expressing reservations or any other negative signs or decisions. We’ve seen a lot of those and can help you figure out how to respond.
  2. You can apply for tenure either one or two years after you’re reappointed, so you’re going through the tenure process during your fifth or sixth year. (Of course, your timeline will be affected by any leaves and extensions you take.) Both options are normal; neither is “early” or “late.”
    • “Applying early” refers to applying before either of those options, and requires agreement from your dean and departmental tenure & promotion committee (and is usually arranged when you’re hired and documented in your appointment letter).
  3. Make sure you address any concerns raised in performance reviews or your reappointment letter, and that you document signs of improvement in any areas where you’re struggling.
  4. We recommend that you take your pre-tenure sabbatical. It’s likely the only time you’ll get a six-month sabbatical at full pay, and it can give you essential time to work on preparing for tenure. It will impact the length and/or timing of your sabbaticals after tenure by using up the sabbatical credits you’ve accrued so far, but your primary goal at this time is making sure you get tenure. Those credits won’t do you any good later if you’re not here!
  5. When applying for tenure, you will be assessed on what you’ve accomplished since arriving at Waterloo. External referees will look at your whole careers, but the UW committees will focus on your work at UW. Your previous work is what got you hired; now you need to show what you’ve done since and where you’re going.
  6. The emphasis for promotion is usually on scholarship, but you can get promoted based on an outstanding teaching record, with long-standing, satisfactory scholarship.
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Applying for promotion to full professor: Advice for women

Every year, FAUW offers an information session about applying for promotion to full professor. In 2020, we offered a session specifically for women. Here are some of the highlights.

Applying for promotion to full professor: Advice for women
  1. It’s understandable if it’s not clear to you why you should bother applying. Some reasons to consider applying include being a role model to other women professors, more access to administrative positions where you can change how things are done, and increased status and recognition.
  2. It takes about a week to prepare your application—less time if you keep your CV up to date and file positive reviews and citations along the way.
  3. You don’t have to be invited to apply by your chair (though you do want their support).
  4. FAUW can review your application and provide an “academic colleague” to accompany you through the process. You can also find your own academic colleague—this role is established in university policy.
  5. If you’re debating whether to apply, you’re probably ready; women tend to be less sure about their readiness than men. Put another way: Men will generally promote themselves. You need to, too.
  6. A lot of expectations are discipline-specific, but since your application will be reviewed by people outside of your discipline and department, be sure to supply all the necessary context. If impact factor isn’t applicable in your discipline, note that (if it is applicable, academic librarians can help you sort it out). If your department has few PhD students, note that. In general, explain anything that might be different from the norm.
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Board meeting report: February 2, 2023

This was a packed meeting! Here’s what we covered:

Black and Indigenous faculty mentorship. The Equity Committee is creating an informal mentorship program to support faculty hired through the Black and Indigenous Excellence initiatives. FAUW is funding one-on-one meetings to support this.

Policy development. FRC has received new drafts of two policies: Compassionate Care & Bereavement Leave (12) and Employee Accommodations (57). The Board reviewed Policy 12 at this meeting and will discuss 57 at the next. What we negotiated for compassionate care and bereavement leave is documented in our last settlement, and Policy 12 will cover at least those provisions—which are already in place! You can find out what leaves and benefits you have in our Faculty Guide.

One open question is whether requests for extension might be handled by a central office (as is proposed for accommodations under the new Policy 57), rather than by deans or other supervisors/managers (as they currently are). FAUW’s position is that this central, arms-length office is absolutely necessary for fair, equitable, and compassionate treatment of employees. Another question is whether the policy will apply to post-doctoral fellows and research faculty (which we hope it will).

Compensation negotiations. We are starting to look for compensation negotiating team members. A detailed call for members is available on our website; please get in touch with Mary Hardy if you are interested or would like to recommend someone.

Research professors. The Board got caught up on the pre-pandemic progress on representing research professors. To recap: There are significant gaps in the working conditions of research professors compared to faculty and staff groups who have formal representation, and the FAUW membership voted at its 2019 fall general meeting to move forward with representing research professors. We were very close to formal agreement at Faculty Relations Committee about the next steps by March 2020, but discussions were disrupted by the pandemic, and then by work on policies 76 and 77. The Board has agreed to resume work on this now to support this particularly precarious group of faculty.

Pay frequency survey. The Board reviewed the results from our recent poll about bimonthly vs monthly pay frequency. As with the Staff Association’s similar results, this is likely not a strong enough argument to convince the administration to change the pay schedule, but we will keep a watching brief, alongside the Staff Association.

Sessional unionization. A member raised concerns about changes that could come about as a result of the unionization of sessional instructors. We will keep a watchful eye on this issue.

Bookkeeping. The Board endorsed a plan to hire professional bookkeepers, which will come with the ability to do electronic funds transfers and save on some other costs including the cost of our audit.

Board meeting report: January 19, 2023

Here’s what the Board talked about at its last meeting:

  • The Policy 76/77 update and panel discussion, and the policy drafting committee’s process so far. You can watch the P76/77 panel on Microsoft Stream here (UW login required) and read the PDC members’ report on this blog.
  • The CAUT Equity Conference is coming up on February 10. Two or three members of the Equity Committee will be attending, and registration is still open.
  • Policy 3 (Sabbatical and other leaves). The Board agreed to proposed changes to Policy 3 that would allow faculty to transition between sabbatical and sick leave in the event of extended illness. This should be approved at Faculty Relations Committee soon and then sent to the Board of Governors. These changes were prompted by recommendations based on past Academic Freedom & Tenure Committee cases.
  • FAUW leadership transition. As we announced earlier this month, Lori Curtis has stepped down and vice president Mary Hardy has now assumed the role of president. The Board voted to have president-elect David Porreca begin his term in May this year, instead of July, and to have David join the board in a non-voting capacity until his term as president begins, to facilitate a smoother transition. David is a past president of FAUW (2012–2015) and will bring experience and institutional memory that will be very useful at this time.
  • Salary Anomaly Working Group. The Board appointed Rashmee Singh, Kate Rybczynski, and Michael Wallace as the FAUW representatives on the working group.
  • The salary negotiation team. Salary negotiations begin late this year, and will be issuing a call for interested team members in the coming weeks. Please send us any recommendations you have! We need a strong leader for the team, and at least one accountant.
  • The University’s mask policy. We’ve heard from several members who do not feel safe in small, crowded classrooms without asking students to mask. FAUW is considering asking for the data on which the University is basing its masking decisions.
  • CUPE sessional unionization. President Mary Hardy met with CUPE representatives and expressed support for their organizing efforts. She notes that there’s no disagreement about who represents whom.
  • Mary also met with the Staff Association to discuss common issues, including snow days and pension & benefits.

Policy 76/77 progress report as we head into mediation

Su-Yin Tan, Paul Wehr, and Mary Hardy (FAUW representatives on the 2022–23 Policy 76/77 drafting committee)

In late 2022, a new “path forward” for updating policies 76 (Faculty Appointments) and 77 (Tenure and Promotion of Faculty Members) was agreed with the university administration at the Faculty Relations Committee (FRC), in an attempt to bring to a conclusion the prolonged efforts to improve and regularize terms and conditions of employment for Lecturers, through the creation of a Teaching Stream professoriate.

The “path forward” outlined a four-step path, summarized here:

  1. The administration and FAUW will exchange policy drafts at the Faculty Relations Committee (FRC), beginning October 20, 2022.
  2. A Policy Drafting Committee (PDC) will convene for four meetings, co-chaired by representatives from the administration and FAUW.
  3. If there are outstanding matters that cannot be expeditiously addressed at FRC, an external mediator will assist in reaching an agreement at the PDC.
  4. Any matters still without agreement will be sent to interest arbitration with the mediator.

The FAUW PDC reps are Su-Yin Tan (Continuing Lecturer, and Chair of the Lecturers Committee since 2019), Paul Wehr (Continuing Lecturer, Chair of the Lecturers Committee Chair 2017–2019), and Mary Hardy (Professor, FAUW President). All three are elected members of the FAUW Board of Directors.

Policy drafts were exchanged in October, and the PDC completed its meetings in early January. The FRC has now agreed to proceed to step #3, in which an external mediator will assist both parties in reaching an agreement. As a result, we are now able to report back to the FAUW membership the results of steps #1 and #2, as we proceed into mediation sessions.

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