Appeals & Grievances WG: Progress Report

1. Appeals & Grievances WG:Progress Report Susan McIntosh (ex officio) Don Morrison Randy Stevenson Moshe Vardi (chair)

2. By-Laws: • Appeals: “any matter where the concern is whether proper university procedures have been followed, including decisions on promotion and tenure” • Grievances: “regarding any matter of concern except decisions on promotion and tenure” • Panels: “A majority of the members of a Panel must be members of the Senate” • Confidentiality: “administrator may need to discuss with other administrators”

3. Policy clarifications: • Terminology: • Appeals: decisions of P&T Committee • Grievances: everything else • Procedural issues: • University procedure not followed • University procedure implemented in a biased or unreasonable manner • Cooperation: all university units are obliged to provide convenor with requested information • Report will spell out instances of non-compliance • Confidentiality: all parties involved, including administrators, are obliged to maintain confidentiality.

4. Staffing Panels • Panels: • Allow non-senator members • At least one senator, but no majority of senators needed. • Role of convenor: • Staff and convene panels • Need not chair panels • Use panel’s report to prepare separate reports to President and appellant

5. Communicating with panels • Other parties: Allow interested and informed parties to communicate directly to panels to enable appeals to be launched based on confidential information not available to appellants. • Appellant may not have access to confidential information. • Mid-process intervention: Allow interested and informed parties to raise procedural issues with convenor duringP&T process; convenor will convey to provost. • Try to resolve situations as early as possible.