MERIT SELECTION PROCEDURES 2005

Transcription

1 MERIT SELECTION PROCEDURES 2005 FOR SCHOOL TEACHER POSITIONS Merit Selection Procedures provides information on the selection process for advertised school teacher positions, executive mobility and merit selection from within current principals. The procedures will assist selection panel members and provide guidelines for staff applying for a position through advertisement, executive mobility or merit selection from within current principals. The procedures should be read in conjunction with Promotion and Transfer Procedures for School Teachers These procedures for merit selection rescind and replace all previous procedures for merit selection contained in the Merit Selection Procedures Manual 2002 and in the accompanying Promotion and Transfer: Procedures for School Teachers As a result of amendments to the Teaching Service Act 1980, both current NSW Department of Education and Training employees and persons not currently employed by the NSW Department of Education and Training (referred to as external applicants) may apply for vacant positions which are to be filled by merit selection following external advertisement. The procedures have the following five parts: PART A PART B PART C PART D PART E Procedures for classroom teacher, executive staff (other than principal) and principal vacancies filled through advertisement Procedures for executive mobility Procedures for merit selection from within current principals Appeals procedures Appendices MERIT SELECTION PROCEDURES 2005

2 CONTENTS Page number PART A PROCEDURES FOR CLASSROOM TEACHER, EXECUTIVE STAFF (OTHER THAN PRINCIPAL) AND PRINCIPAL VACANCIES FILLED THROUGH ADVERTISEMENT Section 1 Method of filling vacancy... 3 Section 2 Selection panel... 3 Section 3 Responsibilities of selection panel members... 6 Section 4 Determining selection criteria... 8 Section 5 Preparing the advertisement Section 6 Consulting referees Section 7 Short listing for advertised positions Section 8 Interview process Section 9 Post interview procedures Section 10 Advising applicants of the outcome of the selection process PART B PROCEDURES FOR EXECUTIVE MOBILITY Section 1 Method of filling vacancy Section 2 Selection panel Section 3 Guidelines for selection panels using the staffing codes Section 4 Procedures for executive mobility Section 5 Consulting referees Section 6 Interview process, post interview procedures and advising applicants of the outcome of the selection process PART C PROCEDURES FOR MERIT SELECTION FROM WITHIN CURRENT PRINCIPALS Section 1 Method of filling vacancy Section 2 Selection panel Section 3 Determining selection criteria Section 4 Procedures for merit selection from within current principals Section 5 Consulting referees Section 6 Interview process, post interview procedures and advising applicants of the outcome of the selection process PART D APPEALS PROCEDURES PART E APPENDICES Section A Selection process forms Section B Sample letters Section C Panel convener s checklists 51 2 MERIT SELECTION PROCEDURES 2005

3 PART A PROCEDURES FOR CLASSROOM TEACHER, EXECUTIVE STAFF (OTHER THAN PRINCIPAL) AND PRINCIPAL VACANCIES FILLED THROUGH ADVERTISEMENT Classroom teacher positions not filled through priority transfer, service transfer, the Permanent Employment Program, special fitness appointment or through a mix of resumption of duty from leave, the Graduate Recruitment Program, scholarship holders, teachers completing targeted training programs, or from the employment list, will be externally advertised and filled by merit. Executive staff (other than principal) positions not filled by priority transfer, special fitness appointment, executive staff (other than principal) returning from leave or executive mobility, will be externally advertised and filled by merit. Principal positions not filled by priority transfer, special fitness appointment, principals returning from leave or merit selection from within current principals, will be externally advertised and filled by merit. Section 1 METHOD OF FILLING VACANCY The principal confirms with the School Staffing Unit the full-time or part-time classroom teacher or executive staff (other than principal) vacancy. The school education director confirms with the School Staffing Unit the principal vacancy. The School Staffing Unit will advise the principal or school education director of the method through which the vacancy will be filled. Action should not be taken by the principal or school education director to form a selection panel until advice has been received from the School Staffing Unit that this action may proceed. Section 2 SELECTION PANEL The principal forms the selection panel for classroom teacher and executive staff (other than principal) vacancies. The school education director forms the selection panel for principal vacancies. All selection panel members should be trained in merit selection procedures. The principal or school education director should arrange for any untrained panel member to have access to training. Training of panel members cannot be conducted by the selection panel convener. Training of selection panel members will be monitored. MERIT SELECTION PROCEDURES

4 As far as possible, selection panels should meet outside of school hours. Relief will not be provided to selection panels. The panel convener should provide a copy of the Responsibilities of Selection Panel Members (pages 6-7) to each selection panel member at the time of forming the selection panel. The selection panel for classroom teacher and executive staff (other than principal) positions is: the principal of the school or nominee (convener). A nominee should be at the same or higher salary level than the vacant position a parent representative from the school. The parent representative is to be a parent or community representative nominated by the school parent organisation and, if one exists, endorsed by the president of the school council. In schools with no school council, the parent representative is to be a parent or community representative nominated by the school parent organisation a teacher representative nominated by the Teachers Federation. The teacher representative is to be the Teachers Federation Representative at the worksite, or the Women s Contact Person if the Federation Representative is not available. If both of these representatives are not available, the relevant Federation Organiser is to be contacted to nominate an alternate panel member. The selection panel for principal positions is: the school education director or nominee (convener). A nominee should be at the same or higher salary level than the vacant position a principal, at the same or higher level as the vacant position nominated by the Director of Staffing Services in consultation with the State Secondary Principals Council or the State Primary Principals Association. For metropolitan positions, the principal s substantive position will be in a different region to the region in which the vacancy exists. For non metropolitan positions, the principal s substantive position will be in a different school staffing area to that in which the vacancy exists a parent representative from the school. The parent representative is to be a parent or community representative nominated by the school parent organisation and, if one exists, endorsed by the president of the school council. In schools with no school council, the parent representative is to be a parent or community representative nominated by the school parent organisation a teacher representative nominated by the Teachers Federation. The teacher representative is to be the Teachers Federation representative at the worksite, or the Women s Contact Person if the Federation representative is not available. If both of these representatives are not available, the relevant Federation Organiser is to be contacted to nominate an alternate panel member. 4 MERIT SELECTION PROCEDURES 2005

5 There must be at least one female and one male member on each selection panel. The Director of Staffing Services (or nominee) may approve in consultation with the Teachers Federation, the inclusion of an additional panel member where there are specific needs pertaining to the position or where the position is for a special education teacher or a school counsellor. The Director of Staffing Services (or nominee) will approve the inclusion of an additional panel member: where it has not been possible to have at least one female and one male member on the selection panel in schools with significant Aboriginal enrolments or in schools with significant language background other than English enrolments. Under these circumstances, the following guidelines apply. Schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students) In schools classified as having significant Aboriginal enrolments or where the position requires understanding of, and sensitivity to, the needs of Aboriginal students, the selection panel will include an additional panel member who is a representative of the local NSW Aboriginal Education Consultative Group Inc. (AECG) or the local Aboriginal or Torres Strait Islander community. Note: The additional panel member must be an additional person on the panel rather than an existing panel member also representing the local AECG or the local Aboriginal or Torres Strait Islander community. The selection of the Aboriginal panel member will usually involve consultation with the local AECG or, where such a group does not exist, with the local Aboriginal or Torres Strait Islander community or communities. The Aboriginal Community Liaison Officer(s) will be able to assist in arranging for the nomination of a suitable person. Schools with significant language background other than English enrolments (60% of enrolments) In schools classified as having significant language background other than English enrolments or where the position requires an understanding of, and sensitivity to, the needs of students from a language background other than English, the selection panel will include an additional panel member who represents the local ethnic community or communities. Note: The additional panel member must be an additional person on the panel rather than an existing panel member also representing the local ethnic community or communities. The selection of such a person will usually involve consultation with the local ethnic community or communities. If necessary, the Multicultural/ESL Consultant(s) or Community Information Officer will be able to assist in arranging for the nomination of a suitable person. MERIT SELECTION PROCEDURES

6 Section 3 RESPONSIBILITIES OF SELECTION PANEL MEMBERS The role of the selection panel is to make a recommendation as to the most suitable applicant to fill the vacant position. The recommendation will be based on the extent to which each applicant meets the general and specific selection criteria for the position after assessing information from all stages of the selection process, i.e. application, referee comments and interview. The confidentiality of all stages of the selection process must be observed during and after the selection process. Selection panel members must not divulge information about the process or any applicant to anyone outside the selection panel. The panel convener is the only person to provide feedback. Any enquiries made to selection panel members should be redirected to the panel convener. It is important that each selection panel member be involved at all stages of the selection process. If for any reason a selection panel member is unable to be involved in any part of the process, the selection panel member should notify the panel convener as soon as possible. If no alternative time can be arranged it will be necessary to convene a new selection panel. In the case of making contact with the referees, however, it is acceptable as a minimum for the panel convener and at least one other member of the selection panel, nominated by the selection panel, to contact referees. All applicants must be treated with respect and be assessed in an impartial and thorough manner. This includes observing the principles of Equal Employment Opportunity (EEO) in all aspects of the selection process. Information about the principles of EEO can be obtained by attending a merit selection procedures training course or through the panel convener. As all applicants are different it will be necessary to verify, test and explore different aspects of the selection criteria for each applicant. Whilst all questions will be based on the selection criteria, applicants and referees may be asked different questions. Each panel member is an equal participant in discussion, assessment and decision making. This should be reflected in the Selection Panel Report. (Appendix A3, page 40-42). Comments made as reasons for suitability must clearly discriminate between the relative merit of applicants in terms of the selection criteria for the position. The Selection Panel Report forwarded to the School Staffing Unit must be signed by each selection panel member. Minority reports may be submitted by any selection panel member and must be forwarded to the Director of Staffing Services for consideration along with any other report(s). There may be more than one minority report. The minority report(s) should include the reasons for a dissenting viewpoint in relation to the selection criteria together with the name of the preferred applicant and the reasons for supporting this applicant based on the selection criteria. 6 MERIT SELECTION PROCEDURES 2005

7 It is important to ensure that appropriate EEO groups participate in the selection process to reflect specific job requirements and specific community needs. All selection panels must include a representative from at least one of the EEO groups. The roles of EEO group members on selection panels will be monitored. Panel conveners will ask all selection panel members to declare the extent of any prior personal knowledge of, involvement with, or interest in, any of the applicants before undertaking the short listing process. The panel convener will also make a self-declaration. The panel convener must clearly indicate to all panel members that they will be required to sign (Appendix A1, page 37 and Appendix A3, page 40) that they are aware of correct procedures and have declared any personal knowledge of, or interest in, any of the applicants. Panel conveners need to ensure that this is formally undertaken prior to commencing the short listing process. Undertaking the declaration process before commencing the short listing process is critical for all selection panel members, as this ensures that all applicants are treated fairly and on their merit. Prior knowledge of an applicant does not necessarily exclude participation in the selection process. If any selection panel member does declare an interest in an applicant, then the selection panel needs to make an assessment as to whether the selection panel member has undue positive or negative views about the applicant such that they would unduly influence that selection panel member in the selection panel deliberations. If any selection panel member believes that another selection panel member, including the panel convener, has a conflict of interest which could prejudice the outcome, this must be referred immediately an assessment is made to the Director of Staffing Services who will decide whether the membership of the selection panel should be changed. Training on merit selection procedures is available in each region. The School Staffing Unit can provide further information on the contact person for each region. MERIT SELECTION PROCEDURES

8 Section 4 DETERMINING SELECTION CRITERIA The selection criteria for classroom teacher positions will consist of the advertised specific selection criteria for the vacant position. Applicants for classroom teacher positions must address the specific selection criteria for the position in their application form. The selection criteria for executive staff (other than principal) and principal positions will consist of the: general selection criteria for the position; and specific selection criteria for each vacant position. Applicants for executive staff (other than principal) and principal positions must address both the general selection criteria and the specific selection criteria for the position in their application form. 1 GENERAL SELECTION CRITERIA Executive staff (other than principal) positions The following seven general selection criteria are deemed essential for all executive staff (other than principal) positions in schools. The general selection criteria are not listed in priority order. The degree to which applicants are expected to demonstrate their ability to fulfil each criterion and the relative importance of the criteria will vary depending upon the level of position sought. Applicants for executive staff (other than principal) positions must demonstrate the capacity to provide successful educational leadership. This must be demonstrated through: 1 Record of successful teaching experience and curriculum implementation 2 Capacity to initiate improvement and monitor high educational standards 3 Successful team work and ability to enhance staff performance and implement equal employment opportunity principles 4 Effective contribution to programs for child protection and student welfare 5 Effective communication and negotiation with students, teachers, parents and the community 6 Evidence of well developed planning, organisational and resource management skills 7 Demonstrated commitment to the values of public education 8 Knowledge of and commitment to the Department s Aboriginal education policies. 8 MERIT SELECTION PROCEDURES 2005

9 Principal positions The following eight general selection criteria are deemed essential for all principal positions in schools. The general selection criteria are not listed in priority order. Applicants for principal positions need to show evidence of successful educational leadership. This must be demonstrated through: 1 Provision of quality education for students and improvement in student outcomes 2 Effective management and implementation of programs for child protection and student welfare 3 Effective management and implementation of curriculum 4 Ability to establish effective decision making and communication procedures within the school and the community 5 Ability to plan collaboratively on a whole school basis and manage resources effectively and equitably 6 Ability to develop strategies to enhance the performance and welfare of staff, and implement equal employment opportunity principles 7 Capacity to promote the participation of the school community in developing and achieving the school s goals and purposes 8 Demonstrated commitment to the values of public education 9 Capacity to lead schools in implementing the Department s Aboriginal education policies and to ensure quality outcomes for Aboriginal people. 2 SPECIFIC SELECTION CRITERIA The selection panel should determine the specific selection criteria for the vacant position. Specific selection criteria are necessary to ensure that the applicant is able to undertake the responsibilities of the particular position. Specific selection criteria for classroom teacher, executive staff (other than principal) and principal positions should be described in words similar to the staffing codes used to identify the vacancy. Specific selection criteria should: be written in concise sentences. Ambiguous phrases that are open to interpretation should not be used as these can be a source of bias and can fail to distinguish clearly between the relative merit of applicants. be examined to ensure that they are not too specifically or narrowly worded, resulting in teachers who may be capable of performing well in the position not being able to demonstrate fully their skills and experiences. MERIT SELECTION PROCEDURES

10 be examined to ensure there is no discrimination. Some specific selection criteria may be indirectly discriminatory. For example, lengthy or extensive experience can translate as seniority. Often people are capable of becoming proficient in an area through interest and commitment in a shorter time or have gained valuable experience outside the school, for example, voluntary work, community involvement, and previous fields of employment. adhere to all EEO principles. This includes examining specific selection criteria carefully to ensure that they comply with EEO principles and do not discriminate against any group. In the case of people with disabilities the principles of reasonable adjustment apply. This involves the modification of the workplace or job design which allows people with physical disabilities to apply for jobs, perform their jobs effectively and participate fully in all activities associated with employment. For executive staff (other than principal) and principal positions, specific selection criteria are additional to the general selection criteria for the position level. The general selection criteria for the position level should be carefully considered by the selection panel when they are determining the specific selection criteria. If the selection panel wishes to change the specific selection criteria that were used for executive mobility or merit selection from within current principals prior to the position being advertised externally, the codes used to redefine the specific selection criteria will, in the first instance, be matched on the computerised staffing system for priority transfer applicants. If there is no match for priority transfer or no successful applicant through the EOI process using the redefined specific selection criteria, the position will be advertised externally and the specific selection criteria will be written in words similar to the staffing codes. 10 MERIT SELECTION PROCEDURES 2005

11 Section 5 PREPARING THE ADVERTISEMENT All selection panel members will participate in determining the staffing codes and writing the advertisement in words similar to the staffing codes for the vacant position. The advertisement will include the following information: General information Details of school and position title, e.g. classroom teacher, deputy principal. The advertisement number will be completed by the School Staffing Unit. Description of school and position This section should include a concise outline of relevant features of the school and position. These may include: - details of school location - school size and composition - special focus programs - the school s priorities - areas of responsibility for the position - accessibility for people with disabilities e.g. ramps or other special facilities. Selection criteria The specific selection criteria will be determined by the selection panel and written in words similar to the staffing codes. Submitting the advertisement Once the panel has prepared the advertisement, the convener will create the advertisement through Jobs@DET which is available on the Department s website. Instructions on using Jobs@DET are separate from this booklet. Contact information This section includes the name and telephone number of the officer to whom enquiries regarding the position should be directed (usually the panel convener) and the officer s position, location and address to which applications are to be sent if not forwarded electronically. If the panel convener is not to be the enquiry officer, to ensure consistency, the nominated officer must be briefed on the information to be provided to intending applicants. MERIT SELECTION PROCEDURES

12 The enquiry officer should be able to provide the following details, where appropriate, to prospective applicants: the size of the school and its distinctive features (eg Priority Schools Funding Program) patterns of enrolment responsibilities of the position the background and qualities being sought in applicants for the position information regarding the selection process. 12 MERIT SELECTION PROCEDURES 2005

13 Section 6 CONSULTING REFEREES Applicants for advertised classroom teacher, executive staff (other than principal) or principal positions who are being actively considered by the selection panel to proceed to interview will have two of their referees contacted as part of the short listing process. For classroom teacher and executive staff (other than principal) applicants, one of the referees contacted must be the applicant s current principal. For principal applicants, one of the referees contacted must be the applicant s current school education director. For applicants in non school based positions, one of the referees contacted must be the applicant s current school education director (or regional senior manager responsible for the position), or director. For external applicants, one of the referees contacted should be the applicant s current (or most recent) supervisor. The panel convener and at least one other member nominated by the selection panel will contact referees. The selection panel can then assess whether an applicant is short listed for interview. The function of referees is to provide advice to the selection panel on applicants professional competence for specific positions. As all applicants are different, it will be necessary to verify, test and explore different issues with regard to the selection criteria for each applicant with their referees. Therefore, while all questions of referees will be based on the selection criteria, referees may be asked different questions. The panel must also contact the third referee of the proposed recommended applicant and those proposed for inclusion on the eligibility list. The selection panel must provide a summary of the referees comments on each short listed applicant on the Selection Panel Report. MERIT SELECTION PROCEDURES

14 Section 7 SHORT LISTING FOR ADVERTISED POSITIONS Following the closing date, the selection process should be completed within seven calendar days, i.e. applicants are advised of the outcome by the panel convener and offered an opportunity for feedback. All selection panel members must be involved in the short listing of applicants following the closing date for the receipt of applications. Short listing must be based only on the selection criteria for the position and the information provided by applicants in the appropriate application form together with the comments provided by the two referees contacted as part of the short listing process. Prior to short listing, the panel convener must ensure that all incoming mail has been checked for applications, including post office boxes. The panel convener must also ensure that all electronic applications have been downloaded. Panel conveners are advised to review the audit history report to ensure all applications submitted online have been opened. Panel conveners are also advised to review their personal records in relation to the receipt of applications. All applications received by the closing date must be considered by the selection panel. Once short listing has been completed, the eligibility of each short listed applicant for advertised positions needs to be checked. The panel convener completes the Short Listing Report (Appendix A1, page 37) and faxes it to the School Staffing Unit for confirmation of eligibility of applicants to be interviewed. All selection panel members, including the panel convener, must sign the Short Listing Report thereby indicating that they are aware of correct short listing procedures and that they have declared any personal knowledge of, involvement with, or interest in, any of the applicants. Areas to be considered by the School Staffing Unit to determine eligibility for advertised classroom teacher positions are that the applicant: is eligible for approval to teach in the New South Wales Department of Education and Training (if not currently permanently employed within the Department) has not, within the current staffing operation, already accepted another substantive classroom teacher position meets any academic requirements for the position is performing his or her duties satisfactorily. Areas to be considered by the School Staffing Unit to determine eligibility of existing members of the Teaching Service for advertised executive staff (other than principal) or principal positions are that the applicant: has not, within the current staffing operation, already accepted a promotion or a position at the same salary level as the advertised position meets any academic requirements for the position is performing his or her duties satisfactorily. 14 MERIT SELECTION PROCEDURES 2005

15 Areas to be considered by the School Staffing Unit to determine eligibility of external applicants for advertised executive staff (other than principal) or principal positions are that the applicant: has the qualifications to be eligible for approval to teach in the New South Wales Department of Education and Training meets any eligibility requirements for the position (e.g. head teacher positions). Information relating to eligibility to teach in NSW government schools can be found on the Department s website at Information concerning the eligibility requirements to apply for head teacher positions in NSW government schools can be found on the Department s website at Once the School Staffing Unit has confirmed the eligibility of applicants short listed for interview, the panel convener contacts the eligible applicants and invites them to proceed to interview. The panel convener also sends letters to ineligible applicants (Appendix B1, page 43) and to applicants not successful in gaining an interview (Appendix B2, page 44). Applicants are invited, in these letters, to contact the panel convener to obtain feedback about their application. Refer to Section 10: Advising Applicants of the Outcome of the Selection Process, pages for guidelines on providing feedback to applicants. The panel convener completes the Monitoring Report (Appendix A2, pages 38-39) which includes the forms Monitoring of Selection Process and Selection Panel Monitoring. The Monitoring Report should be forwarded to the School Staffing Unit with other documentation after the post interview procedures are completed. MERIT SELECTION PROCEDURES

16 Section 8 INTERVIEW PROCESS The purpose of the interview is to verify, test and explore different aspects of the selection criteria for each applicant. Selection panel members need to remember that the interview is only one factor in determining the most suitable applicant for the position. The selection panel will make its recommendation on the basis of the extent to which each applicant meets the selection criteria for the position after assessing information from all stages of the selection process, i.e. application, referee comments and interview. The selection panel determines whether the interviews will be face to face or by telephone. The use of telephone interviews further minimises disruption to schools. The selection panel can decide to conduct: telephone interviews for all short listed applicants telephone interviews for all short listed applicants followed by face to face interviews for one or more of these applicants face to face interviews for all short listed applicants. An applicant in this situation may, however, request a telephone interview instead of a face to face interview. When contacting those successful in gaining an interview the panel convener should provide the following advice: position title and school type of interview to be held date and time of interview location of interview (providing specific directions where necessary) composition of the selection panel and the names of selection panel members. PREPARATION FOR INTERVIEWS A Physical environment Arrange a suitable venue for the interviews and a suitable location for those waiting to be interviewed. Decide at the time of short listing the allocation of time for each interview. The time allocated should be consistent for each applicant, but may vary according to the nature of the position. The most common interview length within the Department of Education and Training is around 30 minutes. Sufficient time should be allowed between interviews for panel discussion and note taking. It is the convener s responsibility to ensure that interviews do not run over time. 16 MERIT SELECTION PROCEDURES 2005

17 B Questions As all applicants are different it will be necessary to verify, test and explore different aspects of the selection criteria for each applicant. While all questions will be based on the selection criteria, applicants may be asked different questions. C Interview techniques adherence to EEO principles The panel convener must ensure there is no unfair questioning or assessment of applicants in any part of the process. An applicant should not be asked about a partner, partner s employment or salary, children, dependants or child care arrangements, credit status, age, home ownership status, marital status, sexuality, pregnancy, race, ethnic or ethno-religious background, political party affiliation, trade union membership, or other irrelevant matters. The panel convener will disband the selection panel in cases where there is any suggestion of malpractice, prejudice or unfair questioning. Such cases are to be reported in detail immediately to the Director of Staffing Services. D Preliminary briefing session (on the day of the interviews) The panel convener should: remind selection panel members of their responsibilities to adhere to EEO principles and to maintain confidentiality of the selection process remind selection panel members of the requirements of the position and the selection criteria discuss factors such as body language, voice projection, confidence of manner and directness of answering. It is important to realise that the personal style of some applicants will be determined by factors such as culture and gender. GUIDELINES FOR TELEPHONE INTERVIEWS A Panel guidelines The panel convener should: ensure that all selection panel members treat all applicants fairly, including applicants from the same school as the panel convener ensure all selection panel members are present during each telephone interview and can hear and assess the applicant s answers by using a handsfree telephone notify the applicants in advance so that the applicants have sufficient time to organise a suitable room and time for the interview seek an assurance from the applicant, immediately prior to interview, that they are alone for the conduct of the interview. MERIT SELECTION PROCEDURES

18 B Responsibilities of applicant s current principal, school education director or director (or nominee) The principal, school education director or director (or nominee) must organise a telephone in a room with suitable privacy and comfort for the applicant during the interview and ensure there are no interruptions. C Interview As applicants cannot see the selection panel, extra effort must be made to create a friendly atmosphere for the interview. GUIDELINES FOR FACE TO FACE INTERVIEWS A Preparation for the interview The panel convener should ensure that: all applicants are treated equally and with respect applicants are given necessary directions to telephones, toilets, refreshments etc applicants are informed if the interviews are running late. Whilst every effort to keep within time should be made, delays are sometimes unavoidable. These delays may make an applicant more anxious. Selection panel members should be sensitive to this issue special needs of any applicants are met e.g. a person with a disability name signs are provided for selection panel members disruptions do not occur. The interview room should include the following: comfortable chairs, preferably firm-backed, arranged so that the applicant can make eye-contact with all selection panel members privacy limited outside distractions e.g. traffic noise good ventilation drinking water for the applicants and selection panel members. B Interview After introducing self and other selection panel members, the panel convener outlines the procedure for the interview including the approximate length of the interview, that the applicant will be given time before the conclusion of the interview to provide additional information and that the selection panel members will be taking notes during the interview. Encourage the applicant to seek clarification during the interview if required. The body language of the selection panel members should indicate interest in the applicants responses at all times. Positive body language from the selection panel encourages applicants to give the best responses. 18 MERIT SELECTION PROCEDURES 2005

19 Section 9 POST INTERVIEW PROCEDURES Sufficient time must be provided at the end of the interviews for the selection panel members to deliberate on the interviews held, review referees comments and applications, make their recommendations and write the Selection Panel Report (Appendix A3 pages 40-42). The assessment discussions must focus on the potential of each interviewed applicant to undertake the responsibilities of the position in terms of the selection criteria and must be limited to issues relevant to the position. Irrelevant or private personal information about an applicant is not to be discussed. The selection panel should ensure that information from all stages of the selection process is considered in the assessment discussions i.e. application, referee comments and interview. If photocopies of applications are provided to selection panel members, the panel convener has the responsibility to collect and destroy these copies after the conclusion of all interviews. It is also important to ensure that the panel convener collects all notes from selection panel members at the conclusion of the interviews. All original documentation, including applications, selection panel notes and other related material must be maintained by the panel convener in a secure place for a period of twelve months prior to being destroyed. PREPARING THE SELECTION PANEL REPORT The selection panel completes the Selection Panel Report (Appendix A3, pages 40-42) which includes the Recommended Applicant, the Eligibility List and the Applicants not Recommended for Appointment forms. The Selection Panel Report provides documentation in relation to the selection criteria to support the various decisions of the selection panel, the recommendations and evidence upon which to determine any appeals. It is essential that the report be developed by the entire selection panel. The panel convener should record the collective view of the selection panel in relation to the selection criteria in order to provide positive and developmental feedback to the applicants. If there is a dissenting member(s), that dissent should be recorded. Minority reports may be submitted by any selection panel member and must be forwarded to the Director of Staffing Services for consideration along with any other report(s). The minority report(s) should include the reasons for a dissenting view point in relation to the selection criteria together with the name of the preferred applicant and the reasons for supporting this applicant based on the selection criteria. The Recommended Applicant form includes reasons for the recommendation. Where the selection panel has considered all applicants and is not prepared to recommend any applicant for appointment, this should be stated on the Recommended Applicant form and signed by all selection panel members. MERIT SELECTION PROCEDURES

20 The selection panel should only place an applicant on the Eligibility List form if they consider that the applicant fulfils all the selection criteria at the level required for the position. Applicants placed on the eligibility list may be offered the position, in order of their placement on the list, if the position becomes vacant during the six month life of the eligibility list. Should the selection panel, after exhaustive deliberations of the merits of the applicants against the selection criteria, be unable to reach a decision regarding the applicant to be recommended, the panel convener must seek advice from the Director of Staffing Services. The Applicants not Recommended for Appointment form should list those applicants interviewed but not recommended or included on the eligibility list, and reasons for not recommending in relation to the selection criteria. If none of the applicants is recommended for the position, the Director of Staffing Services will advise when the selection panel may proceed to advertise or readvertise the position. As soon as possible after the post interview procedures are completed, the following documentation should be faxed to the School Staffing Unit: Monitoring Report a) Monitoring of selection process (Appendix A2, pages 38-39) b) Selection panel monitoring (Appendix A2, page 39) Selection Panel Report a) Recommended applicant (Appendix A3, page 40) b) Eligibility list (Appendix A3, page 41) c) Applicants not recommended for appointment (Appendix A3, page 42) Recommended applicant s application. The panel convener should remind all selection panel members about confidentiality and that all enquiries should be referred to the panel convener. Note: In the event of an appeal, the Appeals Panel may need to contact selection panel members regarding the processes used by the selection panel. Responses to requests by the Appeals Panel do not break the confidentiality requirements. APPROVAL OF SELECTION PANEL REPORT The officer in the School Staffing Unit with delegation to approve selection panel reports must be satisfied that the recommended applicant is the best person for the position. The delegated officer will consider all information relating to the selection process forwarded to the School Staffing Unit. Once the Selection Panel Report has been approved, the School Staffing Unit will notify the panel convener and advise the panel convener to inform applicants of the outcome. At this time the panel convener should send a letter of thanks to members of the selection panel (Appendix B8, page 50). 20 MERIT SELECTION PROCEDURES 2005

21 Section 10 ADVISING APPLICANTS OF THE OUTCOME OF THE SELECTION PROCESS The panel convener is the only person to provide feedback. Feedback should be available to all applicants who applied for the position following the approval of the selection panel s recommendation. Other selection panel members must redirect to the panel convener any enquiries made to them. Feedback is an important aspect in the learning process. Handled sensitively, constructive feedback can enhance self esteem and assist the applicant to make choices about career direction and future applications. The provision of feedback is aimed at providing positive assistance to applicants who have been unsuccessful in the selection process. It does not imply an unsatisfactory standard of work or behaviour. Feedback should be provided sensitively and take into account cultural characteristics. Feedback should focus on the selection criteria and the extent to which the applicant demonstrated the ability to meet the general selection criteria, where applicable, and the specific selection criteria for the position. When providing feedback, the applicant s application, interview techniques and referees comments may be discussed. Where appropriate, applicants should be advised of areas where they could enhance their opportunities for success. These areas could include widening job experiences, training and development activities, additional studies and presentation at selection interviews. Issues outside the selection criteria should not be discussed. NOTIFYING THE SUCCESSFUL APPLICANT Once the panel convener has been advised that the Selection Panel Report has been approved by the Director of Staffing Services or delegate, the panel convener will offer the position to the successful applicant by telephone, stating that the offer is subject to appeals where appropriate. The successful applicant should be informed that appeals must be lodged with the Director of Staffing Services or nominee no later than ten calendar days from the day on which applicants are first notified (orally or in writing) of being unsuccessful in their application. Oral advice must be followed by a letter from the panel convener to the successful applicant, i.e. Letter of Offer to Successful Applicant (Appendix B3, B4 or B5, pages 45-47). This may be faxed to the successful applicant with their concurrence. On receipt of the letter, the successful applicant must immediately fax a response to the Director of Staffing Services and the panel convener. A teacher whose appointment is subject to appeal will not take up duty in the new position until the appeal is determined. Where an applicant rejects the offer of the position, the panel convener must contact the School Staffing Unit to seek advice regarding the action to be taken. MERIT SELECTION PROCEDURES

22 FEEDBACK TO APPLICANTS UNSUCCESSFUL AT INTERVIEW Immediately after the successful applicant has accepted the position offer, the panel convener must telephone each applicant who was unsuccessful at interview to: inform them of the outcome of the selection process offer to provide feedback on their application and interview in relation to the selection criteria and negotiate a suitable time if feedback is desired. It is essential that unsuccessful applicants are notified immediately to provide the opportunity for eligible applicants to appeal where appropriate against the process. Appeals must be lodged with the Director of Staffing Services or nominee no later than ten calendar days from the day on which the applicant is first notified (orally or in writing) of being unsuccessful in their application. Oral advice must be followed by letters to all unsuccessful applicants i.e. Letter to Applicants Placed on the Eligibility List Following Interview (Appendix B6, page 48) or Letter to Applicants not Placed on the Eligibility List Following Interview (Appendix B7, page 49). FEEDBACK TO APPLICANTS NOT SUCCESSFUL IN GAINING AN INTERVIEW Feedback to applicants not successful in gaining an interview should be provided by the panel convener once the Selection Panel Report has been approved. If applicants telephone at an inconvenient time, the panel convener should arrange a suitable time (within ten calendar days) when feedback and assistance can be given to the applicant. 22 MERIT SELECTION PROCEDURES 2005

23 PART B PROCEDURES FOR EXECUTIVE MOBILITY Section 1 METHOD OF FILLING VACANCY The School Staffing Unit will advise the principal or nominee that a vacancy is to be filled by executive mobility. Action should not be taken by the principal or nominee to form a selection panel until advice has been received from the School Staffing Unit that this action may proceed. Section 2 SELECTION PANEL Once advice has been received from the School Staffing Unit to form a selection panel, the principal forms the selection panel for the executive staff (other than principal) vacancy to be filled by executive mobility. The selection panel for vacancies to be filled by executive mobility is: the principal of the school or nominee (convener). A nominee should be at the same or higher salary level than the vacant position a parent representative from the school. The parent representative is to be a parent or community representative nominated by the school parent organisation and, if one exists, endorsed by the president of the school council. In schools with no school council, the parent representative is to be a parent or community representative nominated by the school parent organisation a teacher representative nominated by the Teachers Federation. The teacher representative is to be the Teachers Federation representative at the worksite, or the Women s Contact Person if the Federation representative is not available. If both of these representatives are not available, the relevant Federation Organiser is to be contacted to nominate an alternate panel member. In forming the selection panel, panel conveners should implement the guidelines in Part A: Section 2 (pages 3-5) Selection Panel of these procedures. MERIT SELECTION PROCEDURES

24 Section 3 GUIDELINES FOR SELECTION PANELS USING THE STAFFING CODES Within seven calendar days of advice from the School Staffing Unit to proceed to form a selection panel, the selection panel will define the nature of the vacancy in terms of the staffing codes. The general selection criteria for the position should be carefully considered by the selection panel when they are determining the specific selection criteria. The selection criteria for positions filled through executive mobility will be the: general selection criteria for executive staff (other than principal) positions specific selection criteria for each vacant position. Specific selection criteria are necessary to ensure that the applicant is able to undertake the responsibilities required to meet the particular needs of the school. The Staffing Codes are listed in Part Six of Promotion and Transfer Procedures for School Teachers 2005 which is available on the Department s website at: Up to six codes may be used to define the nature of the vacant position in terms of subject/teaching areas approved, subject/teaching areas not approved and an area of expertise, where applicable. Whilst it is not essential that all six codes are used to describe the position, the selection panel should use as many codes as required to clearly and comprehensively describe the nature of the vacant position up to a maximum of six. In addition to the six codes used to define the position, schools that have vacant positions to which one or more of the special aptitudes codes apply, may list up to three special aptitudes codes to describe the position. This does not include the use of the two designated codes, which schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students), or schools with significant enrolments of students with a language background other than English (60% of enrolments), must also use (i.e. special aptitude codes SFI or SFN). The selection panel should determine the combination and number of codes to be used by reference to the following guidelines. 24 MERIT SELECTION PROCEDURES 2005

25 For Deputy Principal (Secondary) positions no areas of responsibility codes should be used no codes from the subject/teaching areas should be used up to three special aptitude codes may be used, where applicable. This does not include the use of the two designated codes, which schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students), or schools with significant enrolments of students with a language background other than English (60% of enrolments), must also use (i.e. special aptitude codes SFI or SFN) only one code, if warranted, from the areas of expertise may be used. For Head Teacher (Secondary) Access, Administration, Distance Education, Female Students, Secondary Studies, Sport, Teaching and Learning, Vocational Education and Training or Welfare positions only one code from the areas of responsibility may be used no codes from the subject/teaching areas should be used up to three special aptitude codes may be used. This does not include the use of the two designated codes, which schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students), or schools with significant enrolments of students with a language background other than English (60% of enrolments), must also use (i.e. special aptitude codes SFI or SFN) only one code, if warranted, from the areas of expertise may be used. Note: Information relating to the eligibility requirements for head teacher positions in NSW government schools is available on the Department s website at: For all other Head Teacher (Secondary) positions (except Head Teachers Access, Administration, Distance Education, Female Students, Secondary Studies, Sport, Teaching and Learning, Vocational Education and Training or Welfare) only one code from the areas of responsibility may be used up to three codes from the subject/teaching areas may be used as approved codes. Approved means approved by the Department in accordance with its qualification guidelines (Refer to note on page 26). Subject/teaching area codes used should relate to the curriculum needs of the school. MERIT SELECTION PROCEDURES

26 up to two codes from the subject/teaching areas not approved may be used. Not approved means that the teacher has taught the subject/teaching area for at least two of the previous five years. By stating this, the teacher is indicating that they are prepared to teach that subject/teaching area, will do so if requested by a principal and are confident that they can do so with an acceptable level of success. The same code from the subject/teaching areas may not be used as both an approved subject/teaching area and not approved subject/teaching area. up to three special aptitude codes may be used. This does not include the use of the two designated codes, which schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students), or schools with significant enrolments of students with a language background other than English (60% of enrolments), must also use. (i.e. special aptitude codes SFI or SFN) only one code, if warranted, from the areas of expertise may be used. Note: Information relating to the eligibility requirements for head teacher positions in NSW government schools is available on the Department s website at: For Deputy Principal and Assistant Principal (Primary and SSP) positions only one code from the areas of responsibility may be used up to three codes from the subject/teaching areas approved may be used. Approved means approved by the Department in accordance with its qualification guidelines. up to two codes from the subject/teaching areas not approved may be used. Not approved means that the teacher has taught the subject/teaching area for at least two of the previous five years. By stating this, the teacher is indicating that they are prepared to teach that subject/teaching area, will do so if requested by a principal and are confident that they can do so with an acceptable level of success. The same code from the subject/teaching areas may not be used as both an approved subject/teaching area and not approved subject/teaching area. up to three special aptitude codes may be used. This does not include the use of the two designated codes, which schools with significant Aboriginal enrolments (20% of enrolments or 20 or more students), or schools with significant enrolments of students with a language background other than English (60% of enrolments), must also use. (i.e. special aptitude codes SFI or SFN) only one code, if warranted, from the areas of expertise may be used. 26 MERIT SELECTION PROCEDURES 2005

27 Section 4 PROCEDURES FOR EXECUTIVE MOBILITY The position will be advertised on Jobs@DET for internal expression of interest (EOI) for executive mobility. Executive staff (other than principals) who have completed at least three years in their current position, or two years in designated schools, may apply for a position at their existing level under the Executive Mobility Process. Expressions of interest should be forwarded to the School Staffing Unit. The School Staffing Unit will send the panel convener the expression of interest forms of up to five applicants who have applied through the executive mobility process and who have the highest (although not necessarily equal) number of transfer points. Where there are more than five applicants with equal transfer points, selection panels will be given details of the applicants with equal transfer points. The selection panel will not be given details of the transfer points. The names and contact details of two referees will have been nominated by the applicant on their expression of interest form. One of the referees must be the applicant s current principal. For applicants from a non school based position, one of the referees will be the applicant s current school education director (or regional senior manager responsible for the position), or director. On receipt of the executive mobility expression of interest forms from the School Staffing Unit, the panel convener contacts the applicants provided and invites them all to interview. The panel convener will request each applicant for executive mobility to provide a maximum of two A4 pages demonstrating how they meet the specific selection criteria for the vacant position stated in the advertisement. This information must be provided to the panel convener within seven calendar days of the applicant being notified by the panel convener of being invited to interview. Applicants for executive mobility who are invited to interview need only address in writing the specific selection criteria for the position. Whilst the panel convener requests each applicant for executive mobility invited to interview to address the specific selection criteria only, applicants will be assessed at interview on both the specific and the general selection criteria. If the applicant does not wish to continue to interview, the applicant should be requested to fax or to the panel convener, within 24 hours, a written statement indicating their withdrawal. The panel convener should ensure that the information provided by applicants addressing the specific selection criteria is considered by each selection panel member. The Director of Staffing Services will notify in writing all EOI applicants for each particular vacancy who are not to be called to interview. MERIT SELECTION PROCEDURES

28 Section 5 CONSULTING REFEREES The executive mobility applicants provided to the selection panel will have their two referees contacted prior to interview. One of these referees must be the applicant s current principal. For applicants from non school based positions, one of the referees must be the applicant s current school education director (or regional senior manager responsible for the position), or director. The panel convener and at least one other panel member nominated by the selection panel will contact referees. The function of referees is to provide advice to the selection panel on applicants professional competence for specific positions. As all applicants are different, it will be necessary to verify, test and explore different issues with regard to the selection criteria for each applicant with their referees. Therefore, while all questions of referees will be based on the selection criteria, referees may be asked different questions. The selection panel must provide a summary of the referees comments on each applicant on the Selection Panel Report. Section 6 INTERVIEW PROCESS, POST INTERVIEW PROCEDURES AND ADVISING APPLICANTS OF THE OUTCOME OF THE SELECTION PROCESS The purpose of the interview is to verify, test and explore different aspects of the general and specific selection criteria for each applicant. The selection panel determines whether the interviews will be face to face or by telephone. The procedures outlined in Part A, Section 8 (pages 16-18) Interview Process of these procedures should be followed. Note: Whilst the panel convener requests each applicant for executive mobility invited to interview to address the specific selection criteria only, applicants will be assessed at interview on both the specific and the general selection criteria. The selection panel may recommend an applicant for appointment to the position, determine an eligibility list or not recommend any applicants for appointment to the position. The selection panel should ensure that information from all stages of the selection process is considered in the assessment discussions i.e. application, referee comments and interview. If applicants are not recommended for appointment, the selection panel has to provide reasons on the Selection Panel Report why the applicant does not meet the selection criteria. 28 MERIT SELECTION PROCEDURES 2005

29 Where a selection panel does not recommend the appointment of any applicant from those interviewed for merit selection through executive mobility, the School Staffing Unit will require the School Education Director to review the process. If the School Education Director confirms the recommendation not to appoint, the position will be externally advertised using the specific selection criteria previously determined by the selection panel and filled by merit. Where a position has not been filled by executive mobility and the selection panel wishes to change the specific selection criteria for advertisement, the codes used to redefine the specific selection criteria will, in the first instance, be matched on the computerised staffing system for priority transfer applicants. If there is no match for priority transfer or successful applicant through the EOI process using the redefined specific selection criteria, the position will be advertised. The panel convener is the only person to provide feedback to applicants. The procedures outlined in Part A, Section 9 (pages 19-20) Post Interview Procedures and Section 10 (pages 21-22) Advising Applicants of the Outcome of the Selection Process should be followed. MERIT SELECTION PROCEDURES

30 PART C PROCEDURES FOR MERIT SELECTION FROM WITHIN CURRENT PRINCIPALS Section 1 METHOD OF FILLING VACANCY The School Staffing Unit will advise the school education director or nominee that a vacancy is to be filled by merit selection from within current principals. Action should not be taken by the school education director or nominee to form a selection panel until advice has been received from the School Staffing Unit that this action may proceed. Section 2 SELECTION PANEL Once advice has been received from the School Staffing Unit to form a selection panel, the school education director forms the selection panel for the principal vacancy to be filled by merit selection from within current principals. The selection panel for merit selection from within current principal vacancies is: the school education director or nominee (convener). A nominee should be at the same or higher salary level than the vacant position a principal, at the same or higher level as the vacant position nominated by the Director of Staffing Services in consultation with the State Secondary Principals Council or the State Primary Principals Association. For metropolitan positions, the principal s substantive position will be in a different region from the region in which the vacancy exists. For non metropolitan positions, the principal s substantive position will be in a different school staffing area from that in which the vacancy exists a parent representative from the school. The parent representative is to be a parent or community representative nominated by the school parent organisation and, if one exists, endorsed by the president of the school council. In schools with no school council, the parent representative is to be a parent or community representative nominated by the school parent organisation a teacher representative nominated by the Teachers Federation. The teacher representative is to be the Teachers Federation representative at the worksite, or the Women s Contact Person if the Federation representative is not available. If both of these representatives are not available, the relevant Federation Organiser is to be contacted to nominate an alternate panel member. In forming the selection panel, panel conveners should implement the guidelines in Part A: Section 2 (page 3-5): Selection Panel of these procedures. 30 MERIT SELECTION PROCEDURES 2005

31 Section 3 DETERMINING SELECTION CRITERIA Within seven calendar days of advice from the School Staffing Unit to proceed to form a selection panel, the selection panel will prepare the advertisement which will describe the school and define the nature of the vacancy in terms of the staffing codes. The general selection criteria for the position should be carefully considered by the selection panel when they are determining the specific selection criteria. The selection criteria for positions filled by merit selection from within current principals will be the: general selection criteria for principal positions specific selection criteria for each vacant position. Specific selection criteria are necessary to ensure that the applicant is able to provide the educational leadership required to meet the particular needs of the school. Section 4 PROCEDURES FOR MERIT SELECTION FROM WITHIN CURRENT PRINCIPALS The position will be advertised on Jobs@DET for internal expression of interest (EOI) for merit selection from within current principals. Principals who have completed at least five years in their current school may express an interest in a vacant principal position of the same type and at the same salary level or a lower salary level. Expressions of interest should be forwarded to the School Staffing Unit. The School Staffing Unit will send the panel convener the expression of interest forms of up to five applicants seeking merit appointment from within current principals who have the highest (although not necessarily equal) number of transfer points. Where there are more than five applicants with equal transfer points, selection panels will be given details of the applicants with equal transfer points. The selection panel will not be given details of the transfer points. The names and contact details of two referees will have been nominated by the applicant on their expression of interest form. One of the referees must be the applicant s current school education director. For applicants from a non school based position, one of the referees must be the applicant s current school education director (or regional senior manager responsible for the position), or director. On receipt of the merit selection from within current principals expression of interest forms from the School Staffing Unit, the panel convener contacts the principals named and invites them all to interview. MERIT SELECTION PROCEDURES

32 The panel convener will request each applicant for merit selection from within current principals invited to interview to provide a maximum of two A4 pages demonstrating how they meet the specific selection criteria for the vacant position stated in the advertisement. This information must be provided to the panel convener within seven calendar days of the applicant being notified by the panel convener of being invited to interview. Applicants for merit selection from within current principals who are invited to interview need only address in writing the specific selection criteria for the position. Whilst the panel convener requests each applicant for merit selection from within current principals invited to interview to address the specific selection criteria only, applicants will be assessed at interview on both the specific and the general selection criteria. If the applicant does not wish to continue to interview, the applicant should be requested to fax or to the panel convener, within 24 hours, a written statement indicating their withdrawal. The panel convener should ensure that the information provided by applicants addressing the specific selection criteria is considered by each selection panel member. The Director of Staffing Services will notify in writing all EOI applicants for each particular vacancy who are not to be called to interview. Section 5 CONSULTING REFEREES The merit selection from within current principals applicants provided to the selection panel will have their two referees contacted prior to interview. One of the referees must be the applicant s current school education director. For applicants from non school based positions, one of the referees must be the applicant s current school education director (or regional senior manager responsible for the position), or director. The panel convener and at least one other panel member nominated by the selection panel will contact referees. The function of referees is to provide advice to the selection panel on applicants professional competence for specific positions. As all applicants are different it will be necessary to verify, test and explore different issues with regard to the selection criteria for each applicant with their referees. Therefore, while all questions of referees will be based on the selection criteria, referees may be asked different questions. The selection panel must provide a summary of the referees comments on each applicant on the Selection Panel Report. 32 MERIT SELECTION PROCEDURES 2005

33 Section 6 INTERVIEW PROCESS, POST INTERVIEW PROCEDURES AND ADVISING APPLICANTS OF THE OUTCOME OF THE SELECTION PROCESS The purpose of the interview is to verify, test and explore different aspects of the general and specific selection criteria for each applicant. The selection panel determines whether the interviews will be face to face or by telephone. The procedures outlined in Part A: Section 8 (page 16-18) Interview Process should be followed. Note: Whilst the panel convener requests each applicant for merit selection from within current principals invited to interview to address the specific selection criteria only, applicants will be assessed at interview on both the specific and the general selection criteria. The selection panel may recommend an applicant for appointment to the position, determine an eligibility list or not recommend any applicants for appointment to the position. The selection panel should ensure that information from all stages of the selection process is considered in the assessment discussions i.e. application, referee comments and interview. If applicants are not recommended for appointment, the selection panel must provide reasons on the Selection Panel Report why the applicant does not meet the selection criteria. Where a selection panel does not recommend the appointment of any applicant from those interviewed for merit selection from within current principals, the School Staffing Unit will require the Regional Director to review the process. If the Regional Director confirms the recommendation not to appoint, the position will be externally advertised using the specific selection criteria previously determined by the selection panel and filled by merit selection. Where a position has not been filled by merit selection from within current principals and the selection panel wishes to change the specific selection criteria for advertisement, the codes used to redefine the specific selection criteria will, in the first instance, be matched on the computerised staffing system for priority transfer applicants. If there is no match for priority transfer or no successful applicant through the EOI process using the redefined specific selection criteria, the position will be advertised. The panel convener is the only person to provide feedback to applicants. The procedures outlined in Part A: Section 9 (pages 19-20) Post Interview Procedures and Section 10 (pages 21-22) Advising Applicants of the Outcome of the Selection Process should be followed. MERIT SELECTION PROCEDURES

34 PART D APPEALS PROCEDURES Preamble These procedures apply to a permanent teacher who has applied for a position in a school either in response to an advertisement or through executive mobility or merit selection from within current principals. Changes made to the Teaching Service Act 1980 and the subsequent Determination No 5 of 2005, have implications for the Appeals Procedures for merit selection. Under these provisions a permanent teacher may appeal against the recommended appointment to a senior position through the merit selection process on the grounds that the process was irregular or improper. Note: Under the Teaching Service Act 1980, a senior position means any position in the Teaching Service to which a person employed in the Teaching Service could be promoted. This includes principal, deputy principal, assistant principal or head teacher positions. An applicant external to the NSW Teaching Service is unable to appeal against the appointment of an internal (existing permanent teacher) or external applicant. Procedures 1. An appeal must: a) be lodged with the Director of Staffing Services or nominee no later than ten calendar days from the day on which the teacher is first notified (orally or in writing) of being unsuccessful b) state clearly the applicant s name and title of the position in question c) state the grounds on which the applicant believes that the selection process was irregular or improper. 2. An appeal will be considered by either a statewide primary/ssp appeals panel, or a statewide secondary appeals panel. In the case of central schools, appeals relating to positions in the primary department will be considered by the primary/ssp appeals panel, and appeals relating to the secondary department will be considered by the secondary appeals panel. Appeals relating to principal positions in central schools will be considered by the secondary appeals panel. The membership of the appeals panel will be: a) an independent convener, chosen from a list of independent conveners agreed to by the Department and the Teachers Federation b) a Departmental representative c) a Teachers Federation representative. 34 MERIT SELECTION PROCEDURES 2005

35 3. The panel will consider the appeal on the basis of the documentation provided by the applicant and the documentation arising out of the selection process 4. The panel may, if necessary, and at its discretion, examine other relevant documentation or talk to any person, including the applicant. 5. The panel will make a recommendation to the Director of Staffing Services or nominee either that the appeal should be dismissed or upheld. The panel may also make any other recommendation which seems appropriate. When unanimous agreement cannot be achieved a minority report may be submitted to the Director of Staffing Services or nominee through the convener of the appeals panel. 6. Where the panel or a member of the panel through a minority report recommends to the Director of Staffing Services or nominee that an appeal should be upheld, the panel or that member will also recommend to the Director of Staffing Services or nominee, in relation to the reconducting of the selection process, whether or not each member of the original selection panel should form part of the selection panel reconducting the selection process. 7. The Director of Staffing Services or nominee may uphold or dismiss an appeal, or may make such other decision as seems appropriate. The details of each decision will be given to the applicant in writing. 8. To uphold an appeal, the Director of Staffing Services or nominee must be satisfied that the process was irregular or improper. 9. Where an appeal is upheld, the selection process will be reconducted where this is practicable. The selection panel will be constituted in accordance with the decision of the Director of Staffing Services or nominee taken in relation to the recommendation referred to in paragraph 7 above. 10. Except with the approval of the Director of Staffing Services or nominee a teacher whose appointment is subject to appeal will not take up duty in the new position until the appeal is determined. MERIT SELECTION PROCEDURES

36 Section A Selection process forms PART E APPENDICES Page number A1 Short listing report A2 A3 Section B Monitoring report (a) Monitoring of selection process (b) Selection panel monitoring Selection panel report (a) Recommended applicant (b) Eligibility list (c) Applicants not recommended for appointment Sample letters B1 Letter acknowledging ineligible application B2 Letter to applicants not successful in gaining an interview B3 B4 Letter of offer to successful applicant for Permanent Employment Program (PEP) position or classroom teacher position filled from the employment list Letter of offer to successful applicant for an advertised classroom teacher position or an executive staff (other than principal) position B5 Letter of offer to successful applicant for a principal position B6 B7 Letter to applicants placed on the eligibility list following interview Letter to applicants not placed on the eligibility list following interview Section C B8 Letter of thanks to members of the selection panel C1 Panel conveners checklists Classroom teacher positions filled through advertisement (including through PEP) C2 Filling classroom teacher positions from the employment list C3 Executive mobility C4 Executive staff (other than principal) positions filled through advertisement C5 Merit selection from within current principals C6 Principal positions filled through advertisement MERIT SELECTION PROCEDURES 2005

37 MERIT SELECTION PROCEDURES MANUAL 2005 Appendix A1 Short listing report SCHOOL: POSITION: ADVERTISEMENT NUMBER: Note: All applicants should be recorded on this form NAME Identification SELECTION CRITERIA Number General selection criteria Specific selection criteria For advertised executive staff (other than principal) and principal positions only. Numbers refer to individual general selection criteria listed on pages 8-9 of this manual For advertised classroom teacher, executive staff (other than principal) and principal positions. 2 Referees Contacted YES/NO Comments Interview YES/NO All members of the selection panel must sign this form below. Short listing is the most important step in providing all applicants with an equal and fair opportunity for selection. It is therefore essential that short listing be conducted by all members of the selection panel. As a member of the selection panel, I am aware of the correct procedures for short listing applications and certify that these procedures have been followed. I have declared any personal knowledge or interest in any of the applicants. Panel convener Date Parent representative Teacher representative Nominated principal (from the school) (nominated by the Teachers Federation) (principal positions only) Other representative (approved by the Director of Staffing Services) 37

38 Appendix A2 MONITORING REPORT (a) Monitoring of selection process Following finalisation of the list of applicants to be interviewed, complete this form and return to the Director of Staffing Services with the Selection Panel Report. Staffing area name: School: Position title: Method of selection (Place an X in the appropriate box) Executive Mobility or Merit Selection from Within Current Principals: Advertisement number Expressions of interest received from School Staffing Unit / / Advertisement: Advertisement number Application details for Executive Mobility expressions of interest or Merit Selection from Within Current Principals expressions of interest or advertised positions Currently permanently employed by the Department Outside school staffing area From a school Not from a school In school In school staffing area Other schools in staffing area Not from a school Resumption of duty Not currently permanently employed by the Department TOTAL Expressions of Interest/ Applications received Expressors of Interest/ Applicants to be interviewed Male Female Male Female Level of applicants for Executive Mobility expressions of interest or Merit Selection from Within Current Principals expressions of interest or advertised positions (i) Currently permanently employed by the Department Expression of Interest/Advertised position Level Type* Male Current level of applicants Executive Secondary Central / Primary / Special P DP HT P1 P2 P3 P4 P5 P6 DP AP Classroom teacher Not from school e.g. SEO1 Female KEY: Type Current level of applicants *P Primary *C Central P Secondary principal DP Deputy principal HT Head teacher *SS Special *S Secondary P1-6 Principal classes 1-6 & AP Assistant principal school Central classes 1-4 & SSP classes 1-6 Report continued on page MERIT SELECTION PROCEDURES 2005

39 Appendix A2 Report continued from page 38 (ii) NOT currently permanently employed by the Department Advertised position Level Type* Current level of applicants Executive Central/Primary/Special Secondary Principal Executive Principal Executive Classroom teacher Not currently in a teaching position Male Female Referees contacted as per the relevant guidelines for the position. (Place an X in the appropriate box). Position details b) Selection panel monitoring YES NO Were any of the following selection criteria identified as essential or desirable for the position? (Circle Yes or No) Aboriginality Experience of or empathy with Aboriginal or Torres Strait Islander people Experience of or empathy with people from a language background other than English Experience of disability or appreciation of the issues for people with disabilities Yes / No Yes / No Yes / No Yes / No Selection panel details (enter appropriate number) M F Total number of selection panel members Number of selection panel members who participated in the short listing process Number of selection panel members who have undertaken selection procedures training Selection panel composition (enter appropriate number, do not enter O if none) Role Total Aboriginal people or Torres Strait Islanders* Racial, ethnic or ethno religious minority group* Person with a disability* M F M F M F M F Convener Parent representative (from the school) Teacher representative (nominated by the Teachers Federation) Principal representative (principal positions only) Other representative (approved by the Director of Staffing Services) *Information provided by selection panel members for items marked (*) is confidential Panel convener s name: Position: Signature: Telephone: ( ) Date: / / Note: If selection panel composition changes, a new form must be completed. MERIT SELECTION PROCEDURES

40 Appendix A3 Position title: Advertisement number: SELECTION PANEL REPORT (a) Recommended applicant School name: School code: Recommended applicant: Current position (school or location): ID number: (Place an X in the appropriate boxes) Outside school Gender In school staffing area Not currently staffing area Resumption permanently From a Not from Other Not from of duty employed by Male Female In school school in school a school the Department area a school Current position level: (eg. primary principal 3; classroom teacher; not from a school SE01) Reasons for recommendation (the reasons must be related to the selection criteria): Summary of referees comments on applicant: (add sheets as required) This selection panel report, including recommended applicant, eligibility list and applicants not recommended for appointment, is submitted for approval to the Director of Staffing Services. Panel members wishing to submit a minority report should not sign this report. All panel members understand confidentially requirements of the selection process. Panel convener Telephone numbers Name Signature Date School/Location Parent representative (from the school) Name Signature Date Teacher representative (nominated by Teachers Federation) Name Signature Date Principal representative (nominated by School Staffing Unit - principal positions only) Name Signature Date Other representative (approved by Director of Staffing Services) Name Signature Date Home Office use only Decision Date Signature Position 40 MERIT SELECTION PROCEDURES 2005

41 Appendix A3 (b) Eligibility list Details of OTHER applicants interviewed and considered suitable for appointment, listed in order of merit. NOTE: Reasons for suitability must clearly distinguish between the relative merit of applicants in terms of the selection criteria for the position and relate to all stages of the selection process i.e. application, referee comments and interview, where applicable. (Note: These applicants may be appointed to the position, in order of placement on the list, if the position becomes vacant during the six month life of the eligibility list.) It is important to relate reasons for suitability to the selection criteria. Merit order Name in full: Current position (location and substantive level) Reasons for suitability: (add sheets as required) ID number: Summary of referees comments on applicant: (add sheets as required) Merit order Name in full: ID number: Current position (location and substantive level) Reasons for suitability: (add sheets as required) Summary of referees comments on applicant: (add sheets as required) MERIT SELECTION PROCEDURES

42 Appendix A3 (c) Applicants not recommended for appointment Details of all interviewed applicants not recommended for appointment to the particular position. NOTE: Reasons for not recommending must outline specific areas related to the selection criteria and all stages of the selection process, i.e. application, referee comments and interview, where applicable. Name in full: ID number: Current position (location and level) Reasons for not recommending: (add sheets as required) Summary of referees comments on applicant: (add sheets as required) Name in full: ID number: Current position (location and level) Reasons for not recommending: (add sheets as required) Summary of referees comments on applicant: (add sheets as required) 42 MERIT SELECTION PROCEDURES 2005

43 Appendix B1 Letter acknowledging ineligible application Dear Thank you for your application for the position of (position title) at (school) advertised on the Department s website, advertisement number. After careful consideration it has been determined that your application cannot be accepted because*. If you wish to discuss this matter, please contact me on telephone ( ). Yours sincerely Panel convener (position) / / Detail why the applicant was not successful. For example: * your application was received after the closing date * you have already accepted a substantive position at this level during the current staffing operation * other. MERIT SELECTION PROCEDURES

44 Appendix B2 Letter to applicants not successful in gaining an interview (to be sent at the time applicants short listed for interview are contacted) Dear Thank you for your application for the position of (position title) at (school). All applications were considered by members of the selection panel and they were most impressed by the quality of applicants. After careful consideration of your application in terms of the selection criteria for the position, I regret that on this occasion you have not been selected to proceed to interview for the position. If you wish to discuss your application please contact me on telephone ( ). Whilst you were not successful on this occasion, I would like to wish you well in your future career. Yours sincerely Panel convener (position) / / 44 MERIT SELECTION PROCEDURES 2005

45 Appendix B3 Letter of offer to successful applicant for Permanent Employment Program position or classroom teacher position filled from the employment list (to be sent to applicant following telephone contact) Dear I am pleased to confirm oral advice that the Director of Staffing Services has approved your appointment to the position of (position title) at (school). To confirm your acceptance of the position of at complete and return the slip below to both me and the Director of Staffing Services so that an appointment notice can be prepared. (position title) (school), please On behalf of the members of the selection panel, I congratulate you on this appointment and wish you every success in your new position. I am sure you will make a significant contribution to the education of students at the school. Yours sincerely Panel convener (position) / / Please FAX your acceptance immediately on this slip to: a) (name of panel convener) on FAX No: b) the Director of Staffing Services (fax number to be provided by School Staffing Unit) on FAX No: 9836 I, (name), (identification number), confirm my acceptance of the position of (position title) at (school). (signature) / / (date) MERIT SELECTION PROCEDURES

46 Appendix B4 Dear Letter of offer to successful applicant for an advertised classroom teacher position or an executive staff (other than principal) position (to be sent to applicant following telephone contact) I am pleased to confirm oral advice that the Director of Staffing Services has approved your appointment to the position of (position title) at (school). To confirm your acceptance of the position of (position title) at (school), please complete and return the slip below to both me and the Director of Staffing Services so that an appointment notice can be prepared. Your appointment is subject to appeal from unsuccessful applicants. Permanent teachers who have applied for a position in a school through merit selection, but have been unsuccessful in gaining that position, may appeal to the Director of Staffing Services on the basis that the selection process was irregular or improper. An appeal must be lodged no later than ten calendar days from the day on which the applicant was first notified (orally or in writing) of being unsuccessful. Following the expiry of the appeal period, if there has been no appeal, the School Staffing Unit will issue you with an appointment notice to confirm your appointment. On behalf of the members of the selection panel, I congratulate you on this appointment and wish you every success in your new position. I am sure you will make a significant contribution to the education of students at the school. Yours sincerely Panel convener (position) / / Please FAX your acceptance immediately on this slip to: a) (name of panel convener) on FAX No: b) the Director of Staffing Services (fax number to be provided by School Staffing Unit) on FAX No: 9836 I, (name), (identification number), confirm my acceptance of the position of (position title) at (school). I understand that there is a ten calendar day appeal period. (signature) / / (date) 46 MERIT SELECTION PROCEDURES 2005

47 Appendix B5 Dear Letter of offer to successful applicant for a principal position (to be sent to applicant following telephone contact) I am pleased to confirm oral advice that the Director of Staffing Services has approved your appointment to the position of (position title) at (school). To confirm your acceptance of the position of (position title) at (school), please complete and return the slip below to both me and the Director of Staffing Services so that an appointment notice can be prepared. Your appointment is subject to appeal from unsuccessful applicants. Permanent teachers who have applied for a position in a school through merit selection, but have been unsuccessful in gaining that position, may appeal to the Director of Staffing Services on the basis that the selection process was irregular or improper. An appeal must be lodged no later than ten calendar days from the day on which the applicant was first notified (orally or in writing) of being unsuccessful. Following the expiry of the appeal period, if there has been no appeal, the School Staffing Unit will issue you with an appointment notice to confirm your appointment. In accordance with Determination No 1 of 2005 made under the Teaching Service Act 1980, your appointment to this position at (school) will be subject to a formal review after five years of service, and again after each subsequent period of five years service. Procedures for the conduct of the five yearly performance review are contained in Determination No 1 of On behalf of the members of the selection panel, I congratulate you on this appointment and wish you every success in your new position. I am sure you will make a significant contribution to the education of students at the school. Yours sincerely Panel convener (position) / / Please FAX your acceptance immediately on this slip to: a) (name of panel convener) on FAX No: b) the Director of Staffing Services (fax number to be provided by School Staffing Unit) on FAX No: 9836 I, (name), (identification number), confirm my acceptance of the position of (position title) at (school). I understand that there is a ten calendar day appeal period. (signature) / / (date) MERIT SELECTION PROCEDURES

48 Appendix B6 Letter to applicants placed on the eligibility list following interview (to be sent to applicants following telephone contact) Dear I refer to your application for the position of at (school). (position title) After careful consideration of all applicants, the selection panel recommended to the Director of Staffing Services that (name of successful applicant) be appointed to the position and she/he has subsequently accepted this offer. An eligibility list has been established for this position and you have been placed on that list. Should this position become vacant within six months it may be offered to the applicants on the eligibility list in order of merit. If you wish to discuss any aspect of your application please contact me on telephone ( ). Permanent teachers who have applied for a position in a school through merit selection, but have been unsuccessful in gaining that position, may appeal to the Director of Staffing Services on the basis that the selection process was irregular or improper. An appeal must be lodged no later than ten calendar days from the day on which the applicant was first notified (orally or in writing) of being unsuccessful. On behalf of the members of the selection panel, I wish to thank you for your application for this position. I would like to wish you well in your future career. Yours sincerely Panel convener (position) / / 48 MERIT SELECTION PROCEDURES 2005

49 Appendix B7 Letter to applicants not placed on the eligibility list following interview (to be sent to applicants following telephone contact) Dear I refer to your application for the position of at (school). (position title) After careful consideration of all applicants I regret to advise you that your application has not been successful. The selection panel recommended to the Director of Staffing Services that (name of successful applicant) be appointed to the position and she/he has subsequently accepted this offer. On behalf of the members of the selection panel, I wish to thank you for your application for this position. If you wish to discuss any aspect of your application please contact me on telephone ( ). Permanent teachers who have applied for a position in a school through merit selection, but have been unsuccessful in gaining that position, may appeal to the Director of Staffing Services on the basis that the selection process was irregular or improper. An appeal must be lodged no later than ten calendar days from the day on which the applicant was first notified (orally or in writing) of being unsuccessful. I would like to wish you well in your future career. Yours sincerely Panel convener (position) / / MERIT SELECTION PROCEDURES

50 Appendix B8 Letter of thanks to members of the selection panel Dear I would like to thank you for being a member of the selection panel to select the (position title) at (school). The Director of Staffing Services has approved the selection panel s recommendation that (name of successful applicant) be appointed to the position. Applicants have been advised of this outcome. I appreciate your significant contribution to all stages of the selection process. Yours sincerely Panel convener (position) / / 50 MERIT SELECTION PROCEDURES 2005

51 Appendix C1 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST CLASSROOM TEACHER POSITIONS FILLED THROUGH ADVERTISEMENT including the Permanent Employment Program (PEP) MERIT SELECTION PROCEDURES

52 CHECKLIST FOR CLASSROOM TEACHER POSITIONS FILLED THROUGH ADVERTISEMENT (INCLUDING PEP) 52 MERIT SELECTION PROCEDURES PROCESS Method of Filling Vacancy Selection Panel Responsibility of Selection Panel Members Determining Selection Criteria and Preparing the Advertisement ACTION School Staffing Unit has been notified of the full-time or part-time classroom teacher vacancy School Staffing Unit has advised that the position is to be filled through advertisement Vacant position has been advertised through on the Department s web site Selection panel formed comprising members detailed in Merit Selection Procedures 2005 pages 3-5 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7) prior to undertaking the short listing process Selection panel members have been advised that they will be required to sign on the Short Listing Report that they are aware of correct procedures and have declared any personal knowledge of, or interest in, any of the applicants. Selection panel members have been involved at all stages of the selection process Selection panel members have been advised that only specific selection criteria apply for classroom teacher positions and that the specific criteria are to conform with the four dot points in Merit Selection Procedures 2005 pages 9-10 Selection panel has prepared a description of the school, and the requirements for the position for inclusion in the advertisement have been written in words similar to the staffing codes. Advertisement has been completed in terms of the requirements at Merit Selection Procedures 2005 pages and submitted online using Jobs@DET All selection panel members participated in the preparation of the advertisement for the vacant position The nomination of an appropriate enquiry officer (Merit Selection Procedures 2005 pages 11-12) has been undertaken COMPLETED

53 MERIT SELECTION PROCEDURES Checklist for Classroom Teacher Positions Filled Through Advertisement continued PROCESS ACTION COMPLETED Short Listing and Consulting Referees All incoming mail (including through post office boxes) has been checked for applications All electronic applications have been downloaded and the audit history report has been reviewed Panel convener has reviewed their personal records in relation to the receipt of applications All applications received by the closing date have been considered by all selection panel members as part of the short listing process Selection panel members have been advised that the process needs to be completed within seven calendar days of the closing date of the advertisement Each applicant being actively considered by the selection panel to proceed to interview has had two referees contacted by the panel convener and at least one other panel member as part of the short listing process A summary of each referee s comments has been included on the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) All selection panel members were involved in the short listing process Short listing has been based on only the selection criteria for the position and the information provided by applicants in the application form together with the comments provided by the two referees contacted as part of the short listing process Short Listing Report (Merit Selection Procedures 2005 Appendix A1 page 37) has been completed and signed by all panel members then faxed to the School Staffing Unit School Staffing Unit has approved each short listed applicant s eligibility prior to any invitations to interview being made Eligible short listed applicants have been invited to interview Letters have been sent to ineligible applicants (Merit Selection Procedures 2005 Appendix B1 page 43) and to applicants not called to interview (Merit Selection Procedures 2005 Appendix B2 page 44) Interview Process Monitoring Report (Merit Selection Procedures 2005 Appendix A2 pages 38-39) has been completed and will be sent to the School Staffing Unit at the completion of the process A suitable venue, including interview and waiting room, has been arranged and timing of interviews has been agreed The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 18 where the interview is to be face to face

54 54 MERIT SELECTION PROCEDURES 2005 Checklist for Classroom Teacher Positions Filled Through Advertisement continued PROCESS ACTION COMPLETED Selection panel members have been advised that the interview is only one factor in determining the most suitable Post Interview Procedures applicant for the position Sufficient time has been provided at the end of the interviews for the selection panel to deliberate, review applications and referee comments, make recommendations and write the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) Selection panel members have been advised that the focus of discussions is on the potential of each interviewed applicant to undertake the responsibilities of the position in terms of the selection criteria and must be limited to issues relevant to the position Selection panel has made its recommendations after assessing information from all stages of the selection process ie application, referee comments and interview The third referee for the proposed recommended applicant and for the applicants proposed to be placed on the eligibility list has been contacted Selection Panel Report (Merit Selection Procedures 2005, pages 40-42) has been compiled by the entire selection panel and faxed together with the recommended applicant s application form to the School Staffing Unit Minority reports, if any, have been sent to the Director of Staffing Services for consideration Photocopies of applications provided to panel members have been collected after the conclusion of interviews and destroyed All original documents and notes prepared by selection panel members have been collected and filed for twelve months in a secure place prior to being destroyed Following approval from the Director of Staffing Services of the Selection Panel Report the successful applicant has been offered (by telephone) the position Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B3 or B4 pages 45 or 46) has been sent A response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed (by telephone) of the outcome and offered feedback following acceptance of the position by the successful applicant Letter to Applicants Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B6 page 48) and the Letter to Unsuccessful Applicants not Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B7 page 49) have been sent Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) have been sent to members of the selection panel Feedback has been provided to all those applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria

55 Appendix C2 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST FILLING CLASSROOM TEACHER POSITIONS FROM THE EMPLOYMENT LIST MERIT SELECTION PROCEDURES

56 CHECKLIST FOR CLASSROOM TEACHER POSITIONS FILLED FROM APPLICANTS ON THE EMPLOYMENT LIST 56 MERIT SELECTION PROCEDURES 2005 PROCESS ACTION COMPLETED Initial Process and Selection Panel A decision not to take the top match on the employment list for the position has been made Selection panel has been formed comprising members detailed in Merit Selection Procedures 2005 pages 3-5 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7). Selection panel members have been involved at all stages of the selection process Selection panel has determined the requirements for the position using the staffing codes School Staffing Unit has provided the names of applicants with the highest priority dates who match the position All applicants provided to the selection panel have been invited to interview Consulting Each applicant has been requested to provide the names of two referees who can attest to their professional competence prior to the interview Selection panel has contacted two referees prior to submitting their recommendation to the School Staffing Unit. Referees Interview Process A summary of each referee s comments has been included on the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) A suitable venue, including interview and waiting room, has been arranged and timing of interviews has been agreed The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone

57 MERIT SELECTION PROCEDURES Checklist for Classroom Teacher Positions Filled from the Employment List continued PROCESS ACTION COMPLETED Interview Process continued Selection panel members have been advised that the interview is only one factor in determining the most suitable applicant for the position Post Interview Procedures Sufficient time has been provided at the end of the interviews for the selection panel to deliberate and make recommendations and write the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) Selection panel members have been advised that the focus of discussions is on the potential of each interviewed applicant to undertake the responsibilities of the position in terms of the selection criteria and must be limited to issues relevant to the position Selection panel has made its recommendations after assessing information from all stages of the selection process ie referee comments and interview Selection Panel Report (Merit Selection Procedures 2005, pages 40-42) has been compiled by the entire selection panel and faxed to the School Staffing Unit Minority reports, if any, have been sent to the Director of Staffing Services for consideration All notes prepared by members have been collected and filed for twelve months in a secure place prior to being destroyed Successful applicant has been offered (by telephone) the position following approval, through the School Staffing Unit, of the Selection Panel Report Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B3 page 45) has been sent Response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed of the outcome and offered feedback following acceptance of the position by the successful applicant Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) have been sent to members of the selection panel Feedback has been provided to all interviewed applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria

58 Appendix C3 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST EXECUTIVE MOBILITY 58 MERIT SELECTION PROCEDURES 2005

59 CHECKLIST FOR POSITIONS FILLED THROUGH EXECUTIVE MOBILITY MERIT SELECTION PROCEDURES PROCESS ACTION COMPLETED Filling Vacancy Approval has been received from the School Staffing Unit to fill the vacant position by executive mobility Selection Panel Selection panel has been formed comprising members as per Merit Selection Procedures 2005 page 23 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7). Selection panel members have been involved at all stages of the selection process The nature of the vacancy has been defined by the selection panel within seven calendar days of receiving advice from the School Staffing Unit to form a panel Selection panel has prepared a description of the school, and the requirements for the position for inclusion in the advertisement have been written in words similar to the staffing codes Guidelines for Selection Panels Using the Staffing Codes Procedures Guidelines for using the staffing codes to apply for positions by executive mobility (executive staff other than principal) outlined in the Merit Selection Procedures, pages have been followed Vacancy has been advertised on Jobs@DET EOI forms have been received from the School Staffing Unit All applicants provided to the selection panel have been invited to interview Each applicant has been requested to provide within seven calendar days a maximum of two A4 pages demonstrating how they meet the specific selection criteria for the vacant position Written statements have been received within 24 hours from applicants who do not wish to continue to interview Information provided by each applicant invited to interview has been considered by each selection panel member Consulting Two referees of each applicant provided to the selection panel have been contacted prior to interview Referees The procedures outlined at Consulting Referees in Merit Selection Procedures 2005 page 28 have been followed Interview A suitable venue, including interview and waiting room, has been arranged and timing of interviews has been agreed Process The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members

60 60 MERIT SELECTION PROCEDURES 2005 Checklist for Positions Filled through Executive Mobility continued PROCESS ACTION COMPLETED Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be face to face Interview Process continued Post Interview Procedures Selection panel members have been advised that the interview is only one factor in determining the most suitable applicant for the position The recommendation for appointment has been based on the extent to which each applicant satisfies the general and specific selection criteria in undertaking the role of the executive position Selection panel has made its recommendations after assessing information from all stages of the selection process ie application, referee comments and interview Reasons why an applicant does not meet the selection criteria and has not been recommended for appointment have been provided in the Selection Panel Report. Note: if there is no recommendation the School Staffing Unit will forward the Selection Panel Report to the School Education Director for review. Minority reports, if any, have been sent to the Director of Staffing Services for consideration Photocopies of EOIs provided to panel members have been collected after the conclusion of interviews and destroyed All notes prepared by selection panel members have been collected and filed for twelve months in a secure place prior to being destroyed Following approval from the Director of Staffing Services of the Selection Panel Report the successful applicant has been offered (by telephone) the position (subject to appeal). Successful applicant has been advised that the offer is subject to appeal and that appeals where appropriate should be lodged no later than ten calendar days from the day on which unsuccessful applicants are notified Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B4 page 46) has been sent A response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed (by telephone) of the outcome and offered feedback following acceptance of the position by the successful applicant Letter to Applicants Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B6 page 48) and the Letter to Unsuccessful Applicants not Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B7 page 49) have been sent Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) have been sent to members of the selection panel Feedback has been provided to all those applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria

61 Appendix C4 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST EXECUTIVE STAFF (OTHER THAN PRINCIPAL) POSITIONS FILLED THROUGH ADVERTISEMENT MERIT SELECTION PROCEDURES

62 CHECKLIST FOR EXECUTIVE STAFF (OTHER THAN PRINCIPAL) POSITIONS FILLED THROUGH ADVERTISEMENT 62 MERIT SELECTION PROCEDURES PROCESS ACTION COMPLETED Method of Filling Vacancy Selection Panel Responsibility of Selection Panel Members Determining Selection Criteria and Preparing the Advertisement Short Listing and Consulting Referees School Staffing Unit has been notified of the full-time or part-time executive staff (other than principal) vacancy School Staffing Unit has advised that the position has not been filled by priority transfer, special fitness appointment, executive staff (other than principal) returning from leave or executive mobility School Staffing Unit has advised the method through which the vacancy will be filled Selection panel has been formed comprising members detailed in Merit Selection Procedures 2005 pages 3-5 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7) prior to undertaking the short listing process Selection panel members have been advised that they will be required to sign on the Short Listing Report that they are aware of correct procedures and have declared any personal knowledge of, or interest in, any of the applicants Selection panel members have been involved at all stages of the selection process The advertisement used for executive mobility is used for external advertising The procedures outlined in Merit Selection Procedures 2005 page 10 where the selection panel wishes to change the criteria that were used for executive mobility prior to the position being advertised externally have been followed All incoming mail (including through post office boxes) has been checked for applications All electronic applications have been downloaded and the audit history report has been reviewed Panel convener has reviewed their personal records in relation to the receipt of applications All applications received by the closing date have been considered by all selection panel members as part of the short listing process

63 MERIT SELECTION PROCEDURES Checklist for Executive Staff (Other Than Principal) Positions Filled Through Advertisement continued PROCESS ACTION COMPLETED Short Listing and Consulting Referees continued Interview Process Selection panel members have been advised that the process needs to be completed within seven calendar days of the closing date of the advertisement Each applicant being actively considered by the selection panel to proceed to interview has had two referees contacted by the panel convener and at least one other panel member as part of the short listing process Summary of each referee s comments has been included on the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) All selection panel members were involved in the short listing process Short listing has been based on only the selection criteria for the position and the information provided by applicants in the application form together with the comments provided by the two referees contacted as part of the short listing process Short Listing Report (Merit Selection Procedures 2005 Appendix A1 page 37) has been completed and signed by all panel members then faxed to the School Staffing Unit School Staffing Unit has approved each short listed applicant s eligibility prior to any invitations to interview being made Eligible short listed applicants have been invited to interview Letters have been sent to ineligible applicants (Merit Selection Procedures 2005 Appendix B1 page 43) and to applicants not called to interview (Merit Selection Procedures 2005 Appendix B2 page 44) Monitoring Report (Merit Selection Procedures 2005 Appendix A2 pages 38-39) has been completed and will be sent to the School Staffing Unit at the completion of the process A suitable venue, including interview and waiting room, has been arranged and the timing of interviews has been agreed The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 18 where the interview is to be face to face Selection panel members have been advised that the interview is only one factor in determining the most suitable applicant for the position

64 64 MERIT SELECTION PROCEDURES 2005 Checklist for Executive Staff (Other Than Principal) Positions Filled Through Advertisement continued PROCESS ACTION COMPLETED Post Interview Procedures Sufficient time has been provided at the end of the interviews for the selection panel to deliberate, review applications and referee comments, make recommendations and write the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) Selection panel members have been advised that the focus of discussions is on the potential of each interviewed applicant to undertake the responsibilities of the position in terms of the selection criteria and must be limited to issues relevant to the position Selection panel has made its recommendations after assessing information from all stages of the selection process ie application, referee comments and interview The third referee for the proposed recommended applicant and for the applicants proposed to be placed on the eligibility list have been contacted Selection Panel Report (Merit Selection Procedures 2005, pages 40-42) has been compiled by the entire selection panel and faxed together with the successful applicant s application form to the School Staffing Unit Minority reports, if any, have been sent to the Director of Staffing Services for consideration Photocopies of applications provided to panel members have been collected after the conclusion of interviews and destroyed All original documents and notes prepared by selection panel members have been collected and filed for twelve months in a secure place prior to being destroyed Following approval from the Director of Staffing Services, the successful applicant has been advised that the offer is subject to appeal and that appeals where appropriate should be lodged no later than ten calendar days from the day on which unsuccessful applicants are notified Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B4 page 46) has been sent A response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed of the outcome and offered feedback following acceptance of the position by the successful applicant Letter to Applicants Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B6 page 48) and the Letter to Unsuccessful Applicants not Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B7 page 49) have been sent Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) have been sent to members of the selection panel Feedback has been provided to all those applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria

65 Appendix C5 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST MERIT SELECTION FROM WITHIN CURRENT PRINCIPALS MERIT SELECTION PROCEDURES

66 66 MERIT SELECTION PROCEDURES 2005 CHECKLIST FOR POSITIONS FILLED THROUGH MERIT SELECTION FROM WITHIN CURRENT PRINCIPALS PROCESS ACTION COMPLETED Filling Vacancy Selection Panel Approval has been received from the School Staffing Unit to fill the vacant position by merit selection from within current principals Selection panel has been formed comprising members detailed in Merit Selection Procedures 2005 page 30 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7). Determining Selection Criteria Procedures Selection panel members have been involved at all stages of the selection process The nature of the vacancy has been defined by the selection panel within seven calendar days of receiving advice from the School Staffing Unit to form a panel Selection panel has prepared a description of the school, and the requirements for the position for inclusion in the advertisement have been written in words similar to the staffing codes and are consistent with the information provided in Merit Selection Procedures 2005, page 31 The vacancy has been advertised on Jobs@DET EOI forms have been received from the School Staffing Unit All applicants provided to the selection panel have been invited to interview Each applicant has been requested to provide within seven calendar days a maximum of two A4 pages demonstrating how they meet the specific selection criteria for the vacant position Written statements have been received within 24 hours from principals who do not wish to continue to interview Information provided by each principal invited to interview has been considered by each selection panel members Consulting Two referees of each applicant provided to the panel have been contacted prior to interview Referees Procedures outlined at Consulting Referees in Merit Selection Procedures 2005 page 32 have been followed Interview A suitable venue, including interview and waiting room, has been arranged and timing of interviews has been agreed Process The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members

67 MERIT SELECTION PROCEDURES Checklist For Positions Filled Through Merit Selection From Within Current Principals PROCESS ACTION COMPLETED Interview Process continued Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be face to face Post Interview Procedures Selection panel members have been advised that the interview is only one factor in determining the most suitable applicant for the position The recommendation for appointment has been based on the extent to which each applicant satisfies the general and specific selection criteria in undertaking the role of the position Selection panel has made its recommendations after assessing information from all stages of the selection process ie application, referee comments and interview Reasons why an applicant does not meet the selection criteria and has not been recommended for appointment have been provided in the Selection Panel Report. Note: if there is no recommendation the School Staffing Unit will forward the Selection Panel Report to the Regional Director for review. Minority reports, if any, have been sent to the Director of Staffing Services for consideration Photocopies of EOIs provided to panel members have been collected after the conclusion of interviews and destroyed All notes prepared by selection panel members have been collected and filed for twelve months in a secure place prior to being destroyed Following approval from the Director of Staffing Services of the Selection Panel Report the successful applicant has been offered (by telephone) the position (subject to appeal). Successful applicant has been advised that the offer is subject to appeal and that appeals where appropriate should be lodged no later than ten calendar days from the day on which unsuccessful applicants are notified Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B5 page 47) has been sent A response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed (by telephone) of the outcome and offered feedback following acceptance of the position by the successful applicant Letter to Applicants Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B6 page 48) and the Letter to Unsuccessful Applicants not Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B7 page 49) have been sent Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) sent to members of the selection panel Feedback has been provided to all those applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria

68 Appendix C6 MERIT SELECTION PROCEDURES PANEL CONVENER CHECKLIST PRINCIPAL POSITIONS FILLED THROUGH ADVERTISEMENT 68 MERIT SELECTION PROCEDURES 2005

69 CHECKLIST FOR PRINCIPAL POSITIONS FILLED THROUGH ADVERTISEMENT MERIT SELECTION PROCEDURES PROCESS ACTION COMPLETED Method of Filling Vacancy Selection Panel School Staffing Unit has been notified of the principal vacancy School Staffing Unit has advised that the position has not been filled by priority transfer, special fitness appointment, principals returning from leave or merit selection from within current principals School Staffing Unit has advised the method through which the vacancy will be filled Selection panel has been formed comprising members detailed in Merit Selection Procedures 2005 pages 3-5 Selection panel comprises at least one female and one male member Director of Staffing Services has advised whether an additional selection panel member has been approved (Merit Selection Procedures 2005 page 5) Training for selection panel members not trained in merit selection procedures has been arranged All selection panel members have been trained in merit selection procedures Responsibility of Selection Panel Members A copy of Responsibilities of Selection Panel Members (Merit Selection Procedures 2005 pages 6-7) has been provided to each selection panel member Selection panel members have been advised that the panel convener is the only person able to provide feedback and any enquiries made to selection panel members should be redirected to the panel convener Selection panel members have been asked to declare the extent of any prior knowledge of, involvement with, or interest in, any of the applicants (Merit Selection Procedures 2005 page 7) prior to undertaking the short listing process Selection panel members have been advised that they will be required to sign on the Short Listing Report that they are aware of correct procedures and have declared any personal knowledge of, or interest in, any of the applicants Determining Selection panel members have been involved at all stages of the selection process The advertisement for merit selection from within current principals is used for external advertising Selection Criteria and Preparing the Advertisement The procedures outlined in Merit Selection Procedures 2005 page 10 where the selection panel wishes to change the specific selection criteria that were used for merit selection from within current principals prior to the position being advertised externally have been followed Short Listing and Consulting Referees All incoming mail (including through post office boxes) has been checked for applications All electronic applications have been downloaded and the audit history report has been reviewed The panel convener has reviewed their personal records in relation to the receipt of applications All applications received by the closing date have been considered by all selection panel members as part of the short listing process Selection panel members have been advised that the process needs to be completed within seven calendar days of the closing date of the advertisement Each applicant being actively considered by the selection panel to proceed to interview has had two referees contacted by the panel convener and at least one other panel member as part of the short listing process

70 70 MERIT SELECTION PROCEDURES 2005 Checklist for Principal Positions Filled through Advertisement continued PROCESS ACTION COMPLETED Short Listing and Consulting Referees continued A summary of each referee s comments has been included on the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) All selection panel members were involved in the short listing process Short listing has been based on only the selection criteria for the position and the information provided by applicants in the application form together with the comments provided by the two referees contacted as part of the short listing process The Short Listing Report (Merit Selection Procedures 2005 Appendix A1 page 37) has been completed and signed by all panel members then faxed to the School Staffing Unit The School Staffing Unit has approved each short listed applicant s eligibility prior to any invitation to interview being made Eligible short listed applicants have been invited to interview Letters have been sent to ineligible applicants (Merit Selection Procedures 2005 Appendix B1 page 43) and to applicants not called to interview (Merit Selection Procedures 2005 Appendix B2 page 44) Interview Process Post interview Procedures Monitoring Report (Merit Selection Procedures 2005 Appendix A2 pages 38-39) has been completed and will be sent to the School Staffing Unit at the completion of the process A suitable venue, including interview and waiting room, has been arranged and the timing of interviews has been agreed The decision as to whether the interviews will be face to face or by telephone has been made and is consistent with the three dot points of information in Merit Selection Procedures 2005 page 16 Applicants invited to interview have been advised of the position title and school, the type of interview to be held, the date, time and location of the interview and the composition and names of the selection panel members Questions, based on the selection criteria, have been agreed Selection panel members have been advised that EEO principles are to be adhered to during each interview (refer Merit Selection Procedures 2005 page 17) Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 17 where the interview is to be by telephone Selection panel members have been advised of the guidelines at Merit Selection Procedures 2005 page 18 where the interview is to be face to face Selection panel members have been advised that the interview is only one factor in determining the most suitable applicant for the position Sufficient time has been provided at the end of the interviews for the selection panel to deliberate, review applications and referee comments, make recommendations and write the Selection Panel Report (Merit Selection Procedures 2005 Appendix A3 pages 40-42) Selection panel members have been advised that the focus of discussions is on the potential of each interviewed applicant to undertake the responsibilities of the position in terms of the selection criteria and must be limited to issues relevant to the position Selection panel has made its recommendations after assessing information from all stages of the selection process ie application, referee comments and interview The third referee for the proposed recommended applicant and for the applicants proposed to be placed on the eligibility list has been contacted

71 MERIT SELECTION PROCEDURES Checklist for Principal Positions Filled through Advertisement continued PROCESS ACTION COMPLETED Post Interview Procedures continued Selection Panel Report (Merit Selection procedures 2005, pages 40-42) has been compiled by the entire selection panel and faxed together with the recommended applicant s application form to the School Staffing Unit Minority reports, if any, have been sent to the Director of Staffing Services for consideration Photocopies of applications provided to panel members have been collected after the conclusion of interviews and destroyed All original documents and notes prepared by selection panel members have been collected and filed for twelve months in a secure place prior to being destroyed Following approval from the Director of Staffing Services, the successful applicant has been advised that the offer is subject to appeal and that appeals where appropriate should be lodged no later than ten calendar days from the day on which unsuccessful applicants are notified Letter of Offer to Successful Applicant (Merit Selection Procedures 2005 Appendix B5 page 47) has been sent A response to the Letter of Offer to Successful Applicant has been received Advice has been sought from the School Staffing Unit regarding the action to be taken where the successful applicant has rejected the offer of the position All other interviewed applicants have been informed of the outcome and offered feedback following acceptance of the position by the successful applicant Letter to Applicants Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B6 page 48) and the Letter to Unsuccessful Applicants not Placed on the Eligibility List Following Interview (Merit Selection Procedures 2005 Appendix B7 page 49) have been sent Letters of thanks (Merit Selection Procedures 2005 Appendix B8 page 50) have been sent to members of the selection panel Feedback has been provided to all those applicants who have requested it Feedback focused on selection criteria and the extent to which the applicant demonstrated an ability to meet the criteria