Collective Bargaining Retreat for Management

Discussion of the Impact of Measuring Teacher and Leader Effectiveness on

Collective Bargaining

August 17, 2010

Performance PayI

Conway School District Professional Evaluation System

Agreement Between Conway Education Association and Conway School BoardConway Annual Teacher Evaluation (CATE)

IIConway School District

Performance Pay System for Administrators (non-union)

IIIConway School District

AFSCME Support Staff Evaluation(Maintenance, Custodians, Cafeteria Workers & Bus Drivers)

History

Pre Performance Pay System-- 1995-96 – Last CEA Contract-- 1996-April 1998 – No Contract-- 1998-2000 – Board and CEA agree on contract – town

supports contract-- 2000-2001 – Board and CEA agree on contract – town

supports contract-- February 2000 – Deliberative Session – Board chair and

chief board negotiator indicate to voters that “upon adoption of this Article we will work out a reasonable merit system.”

-- July 2001 – The CBA reflects Performance Pay

Conway School DistrictProfessional Evaluation System

Adopted 2000-2001

Revised 2003-2004

Conway Annual Teacher EvaluationBased on Charlotte Danielson

Work Copyright 1996Enhancing Professional Practice

A Framework for Teaching

Evaluation system mutually developed by the Association and Board – adopted by Board on 10/23/00 + CEA 11/3/00

By CBA – system may be modified by committee made up of equal membership of CEA and management

Modification effective when ratified by formal adoption of the CEA and Board

The First Performance Pay Increase

ARTICLE XXVISALARIES

26-1 The salary schedule for hiring (Appendix B) effective July 1, 2001 is for the purpose of placing new teachers on a schedule, and to assure that no new employee’s salary can exceed the salary of a veteran employee with the same qualifications and experience, plus the addition of the appropriate proficient pay raise ($1,250 or $1,750 – see 26-2).

– Eligibility for any salary increase is based on supervisor’s evaluation of teacher performance. Effective July 1, 2001, all teachers will receive performance pay increases based on their rating as measured by the Conway School District Professional Evaluation System (9-23-00) approved by the Conway School Board (October 23, 2000) and the Conway Education Association (November 3, 2000) as follows:

2001-2002 school year• Unsatisfactory (0-80 points) = $0.00• Basic (81-121 points) and below $30,000 including

longevity = $1,000 (cumulative)• Basic (81-121 points) and $30,000 or above including

longevity = $500 (cumulative)• Proficient (122-202 points) and below $38,000 including

longevity = $1,750 (cumulative)• Proficient (122-202 points) and $38,000 or above

including longevity = $1,250 (cumulative)• Distinguished (203-243 points) = $500 (one-time bonus)

2002-2003 school year• Unsatisfactory (0-80 points) = $0.00• Basic (81-121 points) and below $30,000 including

longevity = $1,000 (cumulative)• Basic (81-121 points) and $30,000 or above including

longevity = $500 (cumulative)• Proficient (122-202 points) and below $38,000 including

longevity = $1,750 (cumulative)• Proficient (122-202 points) and $38,000 or above

including longevity = $1,250 (cumulative)• Distinguished (203-243 points) = $500 (one-time bonus)

2001-2002 Salary Schedule for Hiring

• APPENDIX B - Conway School District - 2001-2002 Salary Schedule for Hiring•• Step B B+6 B+12 B+18 B+24 B+30 M M+30 M+60 • 0 24,000 24,288 24,576 24,864 25,152 25,440 25,728 26,928 28,128 • 1 24,700 24,996 25,293 25,589 25,886 26,182 26,478 27,713 28,948 • 2 25,400 25,705 26,010 26,314 26,619 26,924 27,229 28,499 29,769 • 3 26,100 26,413 26,726 27,040 27,353 27,666 27,979 29,284 30,589 • 4 26,800 27,122 27,443 27,765 28,086 28,408 28,730 30,070 31,410 • 5 27,500 27,830 28,160 28,490 28,820 29,150 29,480 30,855 32,230 • 6 28,200 28,538 28,877 29,215 29,554 29,892 30,230 31,640 33,050 • 7 28,900 29,247 29,594 29,940 30,287 30,634 30,981 32,426 33,871 • 8 29,600 29,955 30,310 30,666 31,021 31,376 31,731 33,211 34,691 • 9 30,300 30,664 31,027 31,391 31,754 32,118 32,482 33,997 35,512 • 10 31,000 31,372 31,744 32,116 32,488 32,860 33,232 34,782 36,332 • 11 33,982 35,567 37,152 • 12 34,733 36,353 37,973

• LONGEVITY• 4-7 Years = $300 20-24 Years = $2,000• 8-14 Years = $550 25 Years Plus = $2,800• 15-19 Years = $1,100

• TRACK CHANGE• B6 B12 B18 B24 B30 M M30 M60• Factor of previous 0.012 0.011858 0.011719 0.011583 0.01145 0.011321 0.046642

0.044563

ARTICLE XXVISALARIES

26-1 The salary schedule for hiring (Appendix B) effective July 1, 2007 is for the purpose of placing new teachers on a schedule, and to assure that no new employee’s salary can exceed the salary of a veteran employee with the same qualifications and experience, plus the addition of the appropriate proficient pay raise ($1,750 in 2007-08 and $1,825 in 2008-09).

2007-2008 school year• Unsatisfactory (0%-42%) = $0.00• Basic (43%-59%) and below $30,000 including

longevity = $1,000 (cumulative)• Basic (43%-59%) and $30,000 or above

including longevity = $500 (cumulative)• Proficient (60%-84%) = $1,750 (cumulative)• Distinguished (85%-100%) = $500 (one-time

bonus)

2008-2009 school year• Unsatisfactory (0%-42%) = $0.00• Basic (43%-59%) and below $30,000 including

longevity = $1,000 (cumulative)• Basic (43%-59%) and $30,000 or above

including longevity = $500 (cumulative)• Proficient (60%-84%) = $1,825 (cumulative)• Distinguished (85%-100%) = $500 (one-time

bonus)

ANNUAL TEACHER EVALUATION FORM (CATE)

Name: Position: Date:

Evaluation SummaryFOR OFFICE USE

Percentage Score:_______________

0 to 42 percent Unsatisfactory43 to 59 percent Basic60 to 84 percent Proficient85 to 100 percent Distinguished

Unsatisfactory• Demonstrates unsatisfactory performance by achieving less than 43 percent• Makes unsatisfactory improvement on annual goals • At risk of nonrenewal • A teacher can remain unsatisfactory for up to 1 year. Basic• Demonstrates basic performance by achieving 43-59 percent• Makes significant measurable progress toward the achievement of annual goals• Faculty new to the district will typically be at Basic level• A probationary teacher can remain at the Basic level for up to 3 years.Proficient• Demonstrates proficient performance by achieving 60-84 percent• Makes significant measurable progress toward the achievement of annual goals• This is the expected level of teacher performance for most teachersDistinguished• Demonstrates distinguished performance by achieving 85 - 100 percent• Achieves Annual Goals • Assumes additional responsibilities which will impact the professional development of

other staff

2007-2008 Salary Schedule for Hiring– APPENDIX B - Conway School District - 2007-2008 Salary Schedule for Hiring––– Step B B+6 B+12 B+18 B+24 B+30 M M+30 M+60– 1 27,600 27,931 28,262 28,594 28,925 29,256 29,587 30,967 32,347– 2 28,300 28,640 28,979 29,319 29,658 29,998 30,338 31,753 33,168– 3 29,000 29,348 29,696 30,044 30,293 30,740 31,088 32,538 33,988– 4 29,700 30,056 30,413 30,769 31,126 31,482 31,838 33,323 34,808– 5 30,400 30,765 31,130 31,494 31,859 32,224 32,589 34,109 35,629– 6 31,100 31,473 31,846 32,220 32,593 32,966 33,339 34,894 36,449– 7 31,800 32,182 32,563 32,945 33,326 33,708 34,090 35,680 37,270– 8 32,500 32,890 33,280 33,670 34,060 34,450 34,840 36,465 38,090– 9 33,200 33,598 33,997 34,395 34,794 35,192 35,590 37,250 38,910– 10 33,700 34,098 34,497 34,895 35,294 35,692 36,341 38,036 39,731– 11 37,091 38,821 40,551– 12 37,591 39,321 41,051

– LONGEVITY– 4-7 Years = $300 20-24 Years = $2,000– 8-14 Years = $550 25 Years Plus = $2,800– 15-19 Years = $1,100 30 Years = $500 in the year of the teacher’s

retirement

– TRACK CHANGE– B6 B12 B18 B24 B30 M M30 M60– Factor of previous 0.012 0.011858 0.011719 0.011583 0.01145 0.011321 0.046642 0.044563

Performance Pay favored new teachers

2001-2003

Proficient below $38,000 = $1,750

Proficient above $38,000 = $1,250

B, Step 1 = $24,700 = 7% Increase

M+60, Step 12 = $37,973 = 4.6% Increase Current 2007-2009

Proficient = $1,825

B, Step 1 = $27,600 = 6.6%

M+60, Step 12 = $41,051 = 4.4%

Status Quo Clause

In the event a new collective bargaining agreement is not in place by July 1, 2009, the parties agree that any performance based increases over the 2008-2009 levels will only occur through further negotiations. Should negotiations fail, the status quo salary levels for the 2009-2010 contract year shall be held at the 2008-2009 levels with the exception of track changes, which will be advanced in accordance with the language of the agreement.

Effect of EVERGREEN Legislation Performance pay will, in all likelihood, be considered a pay plan.

Therefore, previous status quo clause will become void.

New approach to negotiations: The agreement also calls for a negotiated COLA increase of 2.5%

and performance pay as follows:Unsatisfactory $0Basic $250Proficient $850

Note: now Unsatisfactory would get 2.5%, old agreement is 0%. Contract was not approved by the voters. B, Step 1 - $30,000/$750+$850 = $1,600 or 5.3% M+60, Step 12 - $43,629/$1,090+$850 = $1,940 or 4.4%

Conway School DistrictPerformance Pay System for Administrators

CONWAY SCHOOL DISTRICTPERFORMANCE PAY SYSTEM FOR ADMINISTRATORS• The attached Administrative Performance Evaluation Form will be used to evaluate Conway administrators on an

annual basis. Using the Administrative Performance System Overall Evaluation Rating scale on page 6 of this form, an administrator will be evaluated Above Expectation, At Expectation, or Below Expectation.

• If the administrator is rated At Expectation or Above Expectation, the administrator shall receive a cost of living increase equal to the Social Security increase for that year.

• If the administrator is rated Below Expectation, 0% increase shall be awarded.• An amount equivalent to 3% of the administrator's current salary shall be budgeted for the purpose of

performance pay.• Performance pay shall be achieved in the following manner:

– Using the Individual Objective Statement form on page 7 of the evaluation packet, the evaluator and the administrator shall agree on objectives for the upcoming year.

– Strategies shall be developed as outlined on the Individual Objective Statement.– The evaluator and the administrator will agree on performance indicators and they shall be listed under Section C of the Individual

Objective Statement.– Any additional comments will be listed under Section D.– The evaluator and the administrator will sign off on the objectives at the objective setting session which shall be conducted in the

early fall of each year.– Normally, three (3) objectives will be developed.– In the spring of that year, the evaluator and the administrator will meet, and the administrator will provide evidence of performance

indicators.– The evaluator will determine whether the administrator has achieved those objectives. Should the administrator achieve those

objectives, he/she will be awarded the performance pay percentage increase that was agreed upon in the fall.– The performance pay awarded shall become part of the administrator's annual salary for the next year, along with the Social

Security cost of living increase (if awarded).

Approved by Conway School Board – November 14, 2007

Conway School DistrictPerformance Pay System for Administrators

High Points

Administrator rated At Expectation or above = COLA Increase = to Social Security Increase

Below Expectation = 0% increase

3% of Administrator Salary for Performance Pay

Evaluation Determines

Performance Pay and COLA shall become part of administrator’s salary

AFSCME PERFORMANCE PAYPost Evergreen

ARTICLE 27WAGE RATESEffective July 1, 2010• 27.1 For the 2010-11 school year, all unit members will

receive a negotiated COLA of 1.0% on base salary (excluding longevity and stipends). After COLA is figured, the appropriate performance pay will be added as follows:

• Commendable, 2.0%; Proficient, 1.5%; Basic, 1.0%; Unsatisfactory, 0% as rated on the Conway School District Support Staff Evaluation Form (see Appendix D). The average of the November and May evaluations shall be used to determine the performance pay rate.

AFSCME - SUPPORT STAFF EVALUATION FORM

NAME: ________________________________DATE: _______________________

POSITION/TITLE: ____________________SCHOOL/DEPT. __________________

For the performance factors listed below indicate with the appropriate number the effectiveness with which they were applied in achieving the results. When evaluating each factor, apply the following definitions:

Commendable: Exceptional performance, role model for peers

Proficient: A skillful worker who consistently meets requirements and expectations

Basic: Improvement needed to increase effectiveness; growth will strengthen ability to handle responsibilities

Unsatisfactory: Unacceptable job performance

OVERALL

Commendable Proficient Basic Unsatisfactory Total Points

90-100 75-89 60-74 0-59 100

Administrator Evaluation and Effect on Teacher Evaluation

(1) Superintendent and Board set yearly or multi-year goals(2) Superintendent sets yearly or multi-year goals with principals and directors(3) Principals and directors set yearly or multi year goals with staff

Board

Superintendent

Principal/Director

Staff

What is the impact of measuring teacher and leader effectiveness on collective bargaining?