Appendix B: Guidelines for the Implementation of the HEO/CLT Professional Development Fund

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1. Effective October 31, 2002, during the first quarter of every fiscal year (July 1 to June 30), The City University of New York will forward to the Professional Staff Congress/CUNY (hereinafter “the PSC”) the funds provided pursuant to Article 33.5 of the collective bargaining agreement. These funds will be maintained by the PSC in a separate, interest-bearing account.

2. The PSC will establish a HEO/CLT Professional Development Committee that will be responsible for reviewing applications and making the professional development grants provided for under Article 33.5 (a) of the collective bargaining agreement. The Professional Development Committee will also be responsible for accounting to the PSC for the expenditure of the funds.

3. If the funds provided in any fiscal year are not fully expended in the fiscal year, they may be rolled over into the next fiscal year. It is agreed, however, that if the funds available in any fiscal year exceed one million dollars ($1,000,000), the parties will meet to negotiate a mutually agreeable expenditure of the funds in excess of $500,000.

4. At the end of the fiscal year, the PSC will provide an accounting of the use of the funds to the Vice Chancellor for Faculty and Staff Relations. This accounting will include the following information: 1) the name of each recipient, 2) the amount of the grant, 3) the specific purpose for which the grant was made, 4) an itemized accounting of other (i.e., administrative) expenditures, 5) the opening balance of the account and 6) the closing balance of the account.

5. Prior to July 1, 2006, professional development grants will be made three times during the fiscal year. The deadlines for submitting applications are July 15 (for Fall semester activities), January 3 (for Spring semester activities), and May 1 (for Summer activities). Applications may be made at any time prior to these deadlines. Effective July 1, 2006, applications may be submitted and professional development grants will be made on a rolling basis during the fiscal year.

6. Full-time employees in Higher Education Officer Series and College Laboratory Technician Series titles will be eligible to apply for professional development grants pursuant to Article 33.5 (a) of the collective bargaining agreement. Employees in adjunct College Laboratory Technician titles will also be eligible to apply, provided that they are working at least 10 hours per week during the semester in which application is made and have worked 10 or more hours per week for four consecutive semesters (not including summer sessions) immediately preceding the semester in which application is made. Eligible employees will apply by using the standard application form. The application will explain how the professional development activity is related to the employee’s position at the University and to the employee’s own professional development.

7. Applications must have the supervisor’s approval before being submitted to the HEO/CLT Professional Development Committee. If the supervisor does not approve the application, the supervisor must provide an explanation for the disapproval.

8. Applications must be approved by the HEO/CLT Professional Development Committee before the professional development activity commences. The only exception is that applications for retroactive grants may be submitted for activities between November 1, 2002 and August 31, 2003. Such retroactive grants require the approval of the Vice Chancellor for Faculty and Staff Relations.

9. Funds will be disbursed to the employee only upon submission of documentation acceptable to the HEO/CLT Professional Development Committee.

10. The maximum award for professional development activities in any academic year granted before July 1, 2006 is $2000. Effective July 1, 2006, the maximum award for professional development activities in any academic year is $3,000. Preference will be given to employees who have not previously received professional development funds pursuant to Article 33.5 (a) of the collective bargaining agreement.

11. Effective July 1, 2006, up to $3,000 annually may be spent from the Fund to reimburse the PSC for administrative expenses incurred by the PSC in implementing the Fund. The PSC will provide an annual itemized accounting of these expenses.

12. Members of the HEO-CLT Professional Development Committee may receive a stipend from the HEO-CLT Professional Development Fund of up to $3,000 per person per annum. The cost to the HEO-CLT Professional Development Fund for these stipends may not exceed $12,000 per annum.