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Evaluation and promotion CDR 2010 Information meeting. Renouveau & Démocratie your trade union informs you!. Appeal procedure amended during ongoing exercice! What‘s new for you?. Structure. What remains? What‘s new? Procedure Promotion Appeals. What remains?.

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evaluation and promotion cdr 2010 information meeting

Evaluation and promotionCDR 2010Information meeting

Renouveau & Démocratie

your trade union informs you!

R&D CDR Information meeting

appeal procedure amended during ongoing exercice what s new for you

Appeal procedure amended during ongoing exercice!What‘s new for you?

R&D CDR Information meeting

structure
Structure
  • What remains? What‘s new?
  • Procedure
  • Promotion
  • Appeals

R&D CDR Information meeting

what remains
What remains?
  • Fixed promotion thresholds in most grades
  • Scale 0-12 ‚promotion points‘
  • 4 performance levels (in reality 5)
  • Percentage quotas for 2 ‚highflyer‘ merit groups
    • IA (10-12 promo points)
    • IB (7-9 promo points)
    • 8%+22% = 30%

R&D CDR Information meeting

procedure

PROCEDURE

R&D CDR Information meeting

self assessment
Self assessment
  • Check out the new evaluation standards
    • these will be used by your hierarchy
    • Useful reference to get a ‚feeling‘ for the text of your evaluation
  • Check the criteria for points attribution
  • Re-read your objectives
  • Keep it short and simple (although there is no formal limit!)

R&D CDR Information meeting

dialogue with head of unit
Dialogue with Head of Unit
  • Indication of Performance Level (no points) during dialogue (new)
  • Your Head of Unit proposes promotion points to the director
  • When your rucksack is getting close to threshold make sure your hierarchy is aware of it early on.

Your hierarchy might have to defend your case at central DG level!!!!

R&D CDR Information meeting

your evaluation report
Your Evaluation Report
  • Assessed are
    • Efficiency
    • Ability
    • Conduct in the service
  • Attention: no more weighings in terms of points for the 3 criteria

R&D CDR Information meeting

project evaluation report
Project Evaluation Report

After the dialogue SysPer sends you invitation to

    • ‚Accept‘ the draft evaluation report
    • Insert comments to the countersigning officer
  • Whatever you do at this stage, it does not prevent you to launch an appeal once you receive the final report with info on merit group and promotion points

Attention: you cannot yet judge the „real“ value of your assessment at this stage!!

R&D CDR Information meeting

criteria for performance level
Criteria for performance level
  • The jobholder's performance
    • IA constantly exceeded
    • IB frequently exceeded
    • II fully met
    • III partly met
    • IV failed to meet expectations

Attention: Watch out for wording in your report!!

R&D CDR Information meeting

criteria for points attribution within a given performance level
Criteria for points attribution within a given performance level
  • Evaluation Report (‚merit‘)
  • Foreign languages used in the service
  • Responsibility
    • Especially in higher grades: „double advantage“ HoU, deputy HoU,head of sector, etc.
    • But also recognition of special tasks
  • Activity in the interest of the institution (jury, concours papers, joint committees)

R&D CDR Information meeting

promotion

PROMOTION

R&D CDR Information meeting

thresholds
Thresholds
  • 3 years‘ career = 18 points (3x6)
  • 4 years‘ career = 24 points (4x6)
  • 5 years‘ career = 30 points (5x6)
  • Transition until 2011 in some grades with predictable but still changing thresholds (Convergence Plan)
  • Statutory transition for „end of career“ grades AD12-AST10-AST6/C-AST4/D

R&D CDR Information meeting

convergence plan until 2011
Convergence Plan until 2011

R&D CDR Information meeting

end of career grades before 2004
End-of-career grades before 2004

Promotion percentages 2010

Annex XIII Staff Regulation

  • AD12:
    • 2010: 20% (instead of 15% 2009)
    • 2011: 25% (fix from then on)
  • AST10: 2010: 20% and stable
  • AST6.C: 2010: 20% and stable
  • AST4.D: 2010: 10% and stable
  • R&D advise: this does not yet translate into stable thresholds!!!

R&D CDR Information meeting

end of career grades before 20041
End-of-career grades before 2004

2010 provisional promotion thresholds:

  • AD12: 45 PP in your rucksack
  • AST10: 53 PP in your rucksack
  • AST6.C: 41 PP in your rucksack
  • AST4.D: 54 PP in your rucksack
  • R&D advice: these thresholds can still move in both directions: fixed by the Promotion Committees only at the end of the exercise!!!

R&D CDR Information meeting

end of career grades before 20042
End-of-career grades before 2004
  • AD12: 45 PP in your rucksack
  • AST10: 53 PP in your rucksack
  • AST6.C: 41 PP in your rucksack
  • AST4.D: 54 PP in your rucksack
  • R&D advice: if your DG puts you exactly at these thresholds (without safety margin), you are well advised to introduce an appeal ‘just in case’

R&D CDR Information meeting

the promotion cycle
The promotion cycle
  • Mobility between performance levels
  • Mobility between points within performance levels
  • 30% of officials in PL IA and IB
  • Rapid promotions from 2y possible
  • Performance levels III and IV: DG loses points – very rare

R&D CDR Information meeting

the so called political commitment for statutory promotion speeds
The so-called „political commitment“ for statutory promotion speeds
  • Commissioner Kallas’ “commitment”
  • % of officials to be promoted in 3-4-5 years (or faster) each year:
    • Base grades: 80%.
    • Middle grades: 75%.
    • Advanced grades: 70%
  • This includes the 30% highflyer quota
  • Number of caveats (budget!)

R&D are observing statistics!

R&D CDR Information meeting

appeals

APPEALS

R&D CDR Information meeting

appeal procedure new rules during ongoing exercise
Appeal procedure : new rules during ongoing exercise!
  • Despite unanimous refusal by staff reps:
  • GIP Art 43 and 45 have been changed
  • Only as regards appeals‘ procedure!
  • While other CDR elements remain the same as in 2009 (which were different from 2008 and before….)
  • Consequence: Colleagues‘ rights to a useful appeal are seriously curtailed by the DGs‘ wish not to repeat the 2009 exercise with 4000 appeals

R&D CDR Information meeting

appeal procedure 2009 results
Appeal procedure2009 results
  • 5000 promotions
  • 4000 appeals!!! (An absolute record in the history of the institution)
  • Most appeals in Performance Level II (esp 4-5 points for normal performers‘)
  • 23% success rate of appeals
  • Nightmare procedure for everybody!

R&D CDR Information meeting

appeal procedure 2010
Appeal procedure 2010
  • As of 12 May most reports become available via SysPer2 (new)
  • Report – performance level – points
  • As of the date of SysPer accessibility the appeals‘ deadline (15 days) starts

R&D CDR Information meeting

appeal procedure
Appeal procedure
  • If you are unhappy with your report
  • If you find yourself in the wrong performance level
  • If you are unhappy with your points
  • If you get ‚automatically‘ promoted in 2010 and your DG tries to ‚save points‘ on you
  • If 2009 promises have not been kept

You can file an appeal with the Joint Promotion and Evalutaion Committee (which includes staff reps and R&D members)

R&D CDR Information meeting

appeal procedure1
Appeal procedure

Various options: you may

  • accept the report, with or without comments = report closed
  • Reject the report and file an appeal
  • Accept the promotion points awarded
  • Appeal against the number of points inside the performance level and file an appeal
  • Do nothing: HHR will close your CDR

R&D CDR Information meeting

appeal procedure help to formulate your appeal
Appeal procedurehelp to formulate your appeal
  • Keep it short and concise
  • Make clear what you appeal against
  • R&D has prepared templates for the most typical appeals‘ reasonsin EN and FR

to be found on our website

www.renouveau-democratie.eu

R&D CDR Information meeting

appeal and if i change my mind
Appeal:and if I change my mind?
  • You can withdraw your appeal at any stage of the appeal procedure in SysPer2 (new)
  • The Joint Committee will be informed of every appeal filed

R&D CDR Information meeting

appeal procedure deadlines
Appeal procedure - deadlines
  • 15 working days (new)
  • Strict application of deadline:
    • Automatic closure by HR unit if you don‘t react in time (new)
    • Justified absences still prolongue (missions – sickness - leave)
    • 2nd dialogue does not prolongue deadline for appeal (new)

R&D CDR Information meeting

appeal procedure deadlines1
Appeal procedure - deadlines
  • 12+3 days deadline if you demand ‚information meeting‘ with CO (which in many cases will be delegated to RO)
  • R&D recommendation:
  • CDR can be re-opened by HR unit upon demand of your superior
    • In case of justified absences beyond the 15 working days‘ limit
    • In case of particular circumstances

R&D CDR Information meeting

appeal procedure2
Appeal procedure

ATTENTION SysPer2 traps:

  • If you sign the text of your report
  • You automatically OK your performance level
  • No more appeal against level possible
  • Only against points inside Performance Level

R&D advise:

in case of doubt:

contest everything!!

R&D CDR Information meeting

2nd dialogue for appeal for information only
2nd dialogue for appeal – for ‚information‘ only
  • With countersigning officer
  • S/he can delegate to evaluator: (new)
    • you are likely to hold your 2nd dialogue with the same person that drafted your appraisal….
  • Only ‚information‘ – no change to text nor points (new)
  • DGs have no more possibility to correct an erronous report at this stage! (new)
  • R&D view: these new rules devoid the 2nd dialogue of any useful meaning!!!

R&D CDR Information meeting

2nd dialogue for appeal for information only1
2nd dialogue for appeal – for ‚information‘ only
  • 2nd dialogue is not compulsory for appeal
  • but job holder can demand it: In that case CO has to organise one within 12 working days (justified absences count!) (new)
  • Suppression of comments on 2nd dialogue (both ways) (new)
  • If CO: you may demand presence of your evaluator.
  • You may ask a colleague to accompany you (for ex a staff rep)

R&D CDR Information meeting

appeal procedure treatment of appeals
Appeal procedure – treatment of appeals

Separation of appeals

  • against report and/or performance level
  • against points only

DGs are trying to limit appeals rendering them as cumbersome as possible!!!!

R&D CDR Information meeting

appeal procedure treatment of appeals1
Appeal procedure – treatment of appeals
  • Against reports and levels:Vertically by ‘families’ of DGs (like last year) by Joint Working Groups
  • Against points within performance level:Horizontally by grades across all DGs by one or more ‘Joint Central Groups’ (new)
  • All findings to be submitted to CPEP(Joint Committee Evaluation and Promotion) for final recommendation

R&D CDR Information meeting

appeal procedure structure of committees
Appeal procedure – structure of Committees

Treatment of appeals

  • Joint Committee Eval and Promotion (CPEP plenary)
  • Intermediary Group to prepare CPE
  • Working groups for appeals against report or Performance Level
  • Central committee for appeals against points

R&D CDR Information meeting

appeal procedure structure of committees1
Appeal procedure – structure of Committees

Treatment of appeals

  • President of all committees, working groups, central groups etc (nominated by administration) has pivot vote(new)
    • President votes only if ADMIN and RP members cannot agree
  • Therefore staff reps are practically in a minority situation (new)
  • Minority positions to be reflected in the Committees‘ and Working Groups‘ comments (new)

R&D CDR Information meeting

appeal procedure treatment of appeals2
Appeal procedure – treatment of appeals
  • Final decision is always taken by the ‘AIPN’ in his/her role as final ‘appeal assessor’ at the end of the work of the Joint Committees and Working Groups
    • For reports and performance level:this is your own Director General (some don’t follow)
    • For points:the Director General DG HR (who usually follows Committees’ recommendations)

R&D CDR Information meeting

appeal procedure aipn dg final decision
Appeal procedure: AIPN / DG final decision
  • In case of deviation from Committee’s recommendation: motivation required
  • Information of colleagues about the outcome of their appeal available in SysPer2 at the end of the 2010 promotion exercise (November at the latest)

R&D CDR Information meeting

2011 what s ahead
2011: What‘s ahead?
  • After 8 CDR exercises and ‚reforming‘ rules every year
  • Staff and hierarchy demotivation at a peak
  • New eval/promo system 2011 in the pipeline
  • No information to staff reps yet
  • ‚Concertation‘ procedure / social dialogue (consultation/negotiation) to start soon

R&Ddemands that those talks be opened without further delay!

R&D CDR Information meeting

r d information meeting cdr 2010 appeals
R&D Information meetingCDR 2010 - appeals

R&Dis at your disposalDo not hesistate to contact us!

 55676

Appeals’ templates available online

www.renouveau-democratie.eu

R&D CDR Information meeting