|
Website URL : http://www.ucu.org.uk/2969
||
Branch briefings and guidance
This page provides a range of briefing and guidance documents to help branch officers when faced with local issues or bargaining situations.
Institution finances Collective grievance Facilities time
Higher education Further education - Funding 2013-14
- Redundancy
- Spheres of influence agreement
- Bargaining
- Recruiting and organising
- Representing
Institution finances
 A presentation by UCU senior research officer, Stephen Court, on how to do some basic analysis of college and university finances. The presentation gives some advice on tackling this subject, and uses examples from the accounts of St Andrews University, along with sector wide financial information for FE and HE for comparison. This could be of particular use for branches/local associations facing difficulties, to enable you and activists to challenge what employers are saying:
 Analysing college and university finances (.pdf) [133kb]
 Analysing college and university finances (.ppt) [920kb]
See also: JNCHES insider guide to finance and accounting (.pdf) [1.6Mb]
 HEI financial data 2011-12
This report has two tables, providing financial data about UK higher education institutions. Table 1 provides information about the income and expenditure of HEIs, in terms of staff costs, and surplus or deficit, in 2009-10, 2010-11 and 2011-12. Table 2 provides information about the short-term financial health of HEIs in terms of current assets and short-term liabilities, and information about short- and long-term financial borrowing - this is largely a snap-shot of the HEIs' financial position at 31 July 2011 and 31 July 2012:
HEI financial data 2011-12 (.pdf) [515kb]
 HEI financial data 2011-12 (.doc) [948kb]
HEI financial data 2010-11
This report has two tables, providing financial data about UK higher education institutions. Table 1 provides information about the income and expenditure of HEIs, in terms of staff costs, and surplus or deficit, in 2008-9, 2009-10 and 2010-11. Table 2 provides information about the short-term financial health of HEIs in terms of current assets and short-term liabilities, and information about short- and long-term financial borrowing - this is largely a snap-shot of the HEIs' financial position at 31 July 2010 and 31 July 2011: HEI income and expenditure 2010-11 (.pdf) [494kb]
HEI income and expenditure 2010-11 (.doc) [831kb] HEI financial data 2009-10
Information included as per 2010-11 above: HEI financial data 2009-10 (.pdf) [465kb]
HEI financial data 2009-10 (.doc) [773kb] Further financial information: see also the annual financial statements of UK HEIs and some further financial information about UK HEIs.
FE college accounts 2011-12
This report shows some key data from the government's college accounts data - plus some data added by UCU. 6th form colleges are not included. The report includes data on: - operating surplus or deficit on income and expenditure
- operating surplus/deficit as a % of total income
- net current assets at 31 July 2012
- borrowing from the bank or other financial lenders.
FE college accounts 2011-12 (.pdf) [345kb]
FE college accounts 2011-12 (.doc) [437kb] For further information see the Skills Funding Agency website.
FE college accounts 2010-11 This report shows some key data from the government's College Accounts data for England - plus some data added by UCU. 6th form colleges are not included.
The report includes data on: - operating surplus or deficit on income and expenditure;
- operating surplus/deficit as a % of total income;
- net current assets at 31 July 2011;
- borrowing from the bank or other financial lenders.
FE college accounts 2010-11 (.pdf) [216kb]
FE college accounts 2010-11 (.doc) [358kb] See also note on FE Funding 2012-13:
FE Funding 2012-2013 (.pdf) [243kb]
FE Funding 2012-2013 (.doc) [195kb] FE college accounts 2009-10
This report shows some key data from the Skills Funding Agency's and YPLA's 2009-10 College Accounts - plus some data added by UCU. 6th form colleges have been excluded, although the 6th form college total is included. The Grand Total at the end includes 6th form college data: FE college accounts 2009-10 (.pdf) [479kb] FE college accounts 2009-10 (.doc) [798kb]
Collective grievance Produced in January 2011, this briefing specifically looks at using the collective grievance process in respect of fighting casualisation: Guidance on collective grievances and fighting casualisation (.pdf) [180kb]
Guidance on collective grievances and fighting casualisation (.doc) [174kb]
Facilities time UCU guidance for branches on how to campaign and bargain for better facilities time. With both employers and the coalition government taking a hostile approach to unions and facilities agreements, branches need to be proactive in making sure that they have and campaign for the best facilities possible. The updated pack includes the results of our 2009 survey of branches, establishing sectoral best practice. It also includes a new section providing bargaining advice on key areas. Finally, it includes campaign resources to help you raise the profile of union facilities as an issue for members within your branch: Winning better facilities time and recruiting new staff - NOP branch support pack (revised 2011) (.pdf) [142kb]
Higher education Professional development policies as an alternative to performance management in HEIs The following negotiating guidance has been agreed by HEC to be utilised by HE branches/LAs in countering proposals for performance management put forward by HE employers and tabling alternative procedures focused on improving professional development policies. Professional development policies negotiating (.pdf)
Professional development policies negotiating (.rtf) Redundancy
This briefing, originally published in 2008 has been revised in May 2012 to take account of changes to legislation, UCU policies and the changed environment in higher education. The briefing sets out the legal framework of redundancies, offers guidance on negotiating in redundancy situations and on campaigning against threatened redundancies. It also includes a model redundancy avoidance agreement and redeployment policy: Challenging redundancies in higher education - UCU briefing (.pdf) [581kb]
Challenging redundancies in higher education - UCU briefing (.doc) [312kb]
Further education Although UCU negotiates on agreed national recommendations on conditions of employment, implementation can vary considerably from college to college. UCU branches negotiate with management on the specific implementation of these agreements in their institution. As well as negotiating on conditions of employment, FE branch officers represent individual members on a range of issues. Funding This briefing on FE Funding 2013 has all the detail on next year's FE funding:
Briefing on FE funding 2013-2014 (.pdf) [605kb] Redundancy 'Challenging redundancies in further education - a UCU briefing' has been produced to provide guidance for branches when faced with either the threat or the reality of redundancies. Download the briefing below. Spheres of influence agreement between UCU and Unison
- the further education sector Spheres of influence agreement, Oct 10 (.pdf) [73kb]
Spheres of influence agreement, Oct 10 (.doc) [97kb]
Lesson observationBargaining NATFHE archive* Recruiting and organising
Representing NATFHE archive* * Please note that materials in the AUT/NATFHE archive are based on the policies of the relevant 'parent' union and may not accurately reflect current UCU policy. In many cases current UCU policy is still being formulated. If in any doubt please contact your regional office or head office.
** Restricted content **
This page contains restricted content. Please log in below to access all items.
|
![[image depicting] UCU - University and College Union logo](./images/common/toplogo.gif "UCU - University and College Union's Logo")
