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Evaluation and promotionCDR 2009Information meeting

Renouveau & Démocratieyour trade union informs you!

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Everything must change so that everything remains the same

Giuseppe Tomasi di Lampedusa – The Leopard

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Structure

New featuresProcedurePromotionAppeals

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What‘s new?

Median centred logic replaced by „merit groups“o But‚ median centre logic within each

merit group persists!

Former merit points and priority points are replaced byPROMOTION POINTS (1 new point = +/- 3 old points)

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What‘s new?

Fixed promotion thresholds in most grades

Scale 0-12 ‚promotion points‘ 4 merit groups (in reality 5) Percentage quotas for 2 ‚highflyer‘

merit groups o IA (10-12 promo points)o IB (7-9 promo points) o 8%+22% = 30%

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PROCEDURE

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Self assessmentCheck out the new evaluation standards

o these will be used by your hierarchyo Useful reference to get a ‚feeling‘ for the

text of your evaluation

Check the criteria for points attributionRe-read your objectivesKeep it short and simple

(although there is no formal limit!)

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Dialogue

No indication of 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!!!!

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Your Evaluation Report

Assessed areo Efficiencyo Abilityo Conduct in the service

Attention: no more weighings in terms of points for the 3 criteria

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Project Evaluation ReportAfter the dialogue SysPer sends you invitation

too Accept the draft evaluation reporto 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!!

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Criteria for merit groupsThe jobholder's performance

o IA constantly exceededo IB frequently exceeded

o II fully met o III partly met o IV failed to meet expectations

Attention: Watch out for wording in your report!!

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Criteria for points attribution within a given merit group Evaluation Report (‚merit‘) Foreign languages used in the service (new) Responsibility

o „Legalisation“ of existing practiceso „double advantage“ HoU, deputy HoU,head

of sector heads etc. o But also recognition of special tasks

Activity in the interest of the institution (jury, concours papers, joint committees)

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PROMOTION

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Thresholds3 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

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Convergence Plan until 2011

2009 2010 2011AD AD11 30 27 24

AD10 27 24 24AD09 24 24 24AD08 23 18 18AD07 18 18 18AD06 18 18 18AD05 18 18 18

AST AST09 30 30 30AST08 31 28 24AST07 24 24 24AST06 24 24 24AST05 24 24 24AST04 18 18 18AST03 18 18 18AST02 18 18 18AST01 18 18 18

AST/C AST05.C 35 31 27AST04.C 27 27 27AST03.C 24 24 24AST02.C 24 24 24

AST/D AST03.D 27 27 27

Convergence plan - thresholds

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The promotion cycleMobility between merit groupsMobility between points within merit

group30% of officials in MG IA and IBRapid promotions from 2y possibleMerit groups 3 and 4:

DG loses points – no incentive (new)

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Simulation 4 years career in merit group 2 (normal performers)grades: AD 9-10-11, AST 5-6-7-8Threshold : 24 points

44

promopromo

Year 6Year 6

‚‚Worst Worst case‘ in case‘ in this MGthis MG

4444444444

66promopromo

666666

55promopromo

55555555

Add PP Add PP in your in your rucksckrucksck

Year 5Year 5Year 4Year 4Year 3Year 3Year 2Year 2Year 1Year 1

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Simulation 4 years career in merit group 2 (normal performers)Threshold : 24 points

4-4-5-5-64-4-5-5-6

4-6-6-84-6-6-8

4-4-5-5-64-4-5-5-6

Following Following years for exyears for ex

66promopromo

55554444

66promopromo

666666

66promopromo

66555544

Year 5Year 5Year 4Year 4Year 3Year 3Year 2Year 2Year 1Year 1

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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:o Base grades: 80%.o Middle grades: 75%.o Advanced grades: 70%

This includes the 30% highflyer quota Number of caveats (budget!)

R&D will remain vigilant!

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APPEALS

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Appeal procedure

If you are unhappy with your report If you believe you are in the wrong merit group If you are unhappy with your points

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

New: appeals against different aspects, but at a moment when you have full knowledge of the entire picture (text, group and points)

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Appeal procedure

8 working days

Various options: you may accept the report, with or without

comments = report closedReject the report and file an appeal Accept the promotion points awardedReject the number of points and file

an appeal

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Appeal procedure

ATTENTION: If you sign the text of your report You automatically OK your merit group No more Merit Group appeal is possible Only against points inside Merit Group

R&D advise:

contest everything!!

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2nd dialogue for appealno longer compulsory

With countersigning officer (the superior of your evaluator)

2nd dialogue is no longer compulsory for appeal (new) but job holder can demand it: o In that case CO has to hold one within 5

working days Up to you whether you want your evaluator

present or not (new) You may ask a colleague to accompany you to

such a 2nd dialogue (you may ask a staff rep)

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R&D Information campaign

for all DGs and Commission services

R&D is at your disposalDo not hesistate to contact us!

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