Addenda
- Conrad School of Entrepreneurship and Business - No specific addendum
- Chemical Engineering Addendum 2025
- Civil & Environmental Engineering Addendum 2025
- Electrical and Computer Engineering Addendum 2024
- Management Science and Engineering Addendum 2024
- Mechanical & Mechatronics Engineering Addendum 2022
- Systems Design Engineering Addendum 2024
Previous Versions of Addenda
-
School of Architecture Addendum (October 2021)
-
Conrad School of Entrepreneurship and Business Addendum (October 2018)
-
Civil & Environmental Engineering Addendum (November 2023)
- Electrical & Computer Engineering Addendum (November 2012)
- Management Sciences and Engineering -- No specific addendum
- Mechanical & Mechatronics Engineering Addendum (May 2022)
- Systems Design Engineering -- No specific addendum
Guidelines for Faculty Performance Reviews (September 2025)
Preamble
“Universities exist to develop society's intellectual resources and to preserve its intellectual traditions. Their primary functions are to preserve, evaluate, develop, and transmit knowledge, intellectual skills and culture. The modern university is expected to provide intellectual leadership to society, to contribute in a major way to the coordination of knowledge and the development of artistic, philosophical, scientific, and technological ideas, and to provide a fertile intellectual environment in which new knowledge and ideas can evolve. To achieve these goals, faculty members must be effective and committed teachers and scholars, constantly striving to expand and communicate their knowledge, ideas and understanding for the benefit of society.” (From Introduction to Policy 77 – Tenure and Promotion of Faculty Members | Secretariat | University of Waterloo (uwaterloo.ca)
Aligned with Article 1.4 of the Memorandum of Agreement (MOA), the Faculty of Engineering is committed to
- the attainment of high standards of excellence in teaching, scholarship, research, and creativity;
- the development of skills and attitudes essential for scholarly study and scientific investigation, and for the effective sharing of the results of these activities with students and fellow scholars and with the community at large;
- the encouragement of the pursuit of truth by individuals and groups through teaching, research, free enquiry, and criticism, in order to extend the frontiers of knowledge and understanding; and
- the provision of an environment which will support the intellectual, cultural, and physical development of the University community.
Faculty members are strongly encouraged to review Waterloo’s Policy #77 (Tenure & Promotion of Faculty Members) and Memorandum of Agreement (Section 13.5: Member Evaluation), as well as the University of Waterloo’s Framework for Teaching Effectiveness, along with Schedule C of Policy 76/77 – Addendum to Teaching Effectiveness Framework.
Duties and Responsibilities of a Faculty Member
To varying degrees, faculty at Waterloo are responsible for the following activities: classroom and studio teaching; student advising; development of new curricula; writing of textbooks; laboratory development; courseware (software) development; keeping up-to-date in related disciplines; exploration of new teaching and research areas; raising funds to help support research needs; frontier research and technology transfer in their engineering discipline; the education and research supervision of graduate students; supervision of postdoctoral fellows and research associates; supervision of research personnel; service to the Department, Faculty and the University; interaction with industry in consultative and collegial relationships; performance of public service via membership in international, national, provincial and local committees dealing with professional issues; review and editing of journal articles; review of research proposals and engineering projects of peers.
Expectations related to presence on campus
The presence of our faculty members on campus matters to our students, their faculty colleagues and the staff who support them.
Regular and frequent interactions among students, staff, and faculty are essential to maintaining the integrity of the University as a scholarly community for our students and each other, developing a healthy institutional culture, and ensuring the future success of the University of Waterloo. To meet these goals and effectively perform one’s academic duties and obligations, regular faculty presence on our University campus is necessary.
Faculty presence on campus is also a key ingredient to ensure that the daily academic business of the university is carried out responsibly, ethically, and successfully, and that progress is made toward achieving the university’s longer-term academic goals and in meeting the public’s expectations.
Occasional absence of faculty members from campus is anticipated due to the multiple and varied responsibilities of faculty members who contribute special expertise to professional, corporate, and public communities, thereby assisting in fulfilling the University’s education, research, and service missions. However, extended absence of faculty members from campus can have negative effects on students, fellow faculty members, their academic units, the Faculty and the university as a whole. For example, faculty members are expected to be available to students for interviews and consultations outside the classroom at reasonable times
Assignment of Duties and Weightings
The Chair or Director of the Department or School is responsible for the assignment of duties.
Tenured Stream
The expectations for full-time tenured stream faculty members in the Faculty are normally described in the Department/School addendum and include:
- teaching a full load per year
- undergraduate and graduate student supervision
- scholarship and research as measured by the usual processes
- appropriate internal and external service
- a strong on-campus presence and active and engaged participation in the life of your academic community. Appropriate internal and external service
The normal weights for assessment shall be 40 percent for teaching, 40 percent for scholarship, and 20 percent for service.
Teaching Stream
The expectations for full-time teaching stream faculty members in the Faculty are normally described in the Department/School addendum and include:
- teaching a full load per year
- appropriate internal and external service
- a strong on-campus presence and active and engaged participation in the life of your academic community
- and, with agreement and approval, may include student supervision, scholarship, and research as measured by the usual processes
The normal weights for assessment shall be 80 percent for teaching and 20 percent for service. These default weights do not apply to lecturer appointments made prior to May 1, 2024 (see Article 13.5.5 MOA).
Modifications to Weightings and Duties
For both tenure-stream and teaching-stream “weights and duties” may be adjusted in a formal agreement between the faculty member and the Chair/Director with the approval of the Dean. The weights shall be at least 20 percent in every category, except in the case of teaching-stream appointments. Weight redistribution does not modify the performance quality expected in any of the areas, though expectation for quantity may change, (Article 13.5.5(b) of the MOA).
Performance Reviews
Performance reviews are necessary in order that well-informed recommendations can be made regarding a faculty member’s career progress. Performance reviews are required for all regular faculty (probationary and tenured/permanence on full-time, part-time and reduced load appointments).
As per Article 13.5.1 of the MOA, the Faculty establishes evaluation criteria, and through Addendums the Departments/Schools set the performance expectations for assessment in three areas: teaching, scholarship and research, and service (see Notes a, b, c below).
A common performance evaluation template maintained by the Dean’s Office will be used by all faculty in the Faculty of Engineering. Normally, each faculty member under evaluation will submit required performance evaluation documentation to the Chair/Director by early January of the year following the performance evaluation period.
- Review procedures
Performance is assessed by the Chair of the Department/ Director of the School and a Departmental/School Merit Committee, jointly, in accordance with the practice outlined in Section 13.5 of the MOA signed between the Faculty Association and the University. It is the responsibility of each faculty member to provide the Chair/Director with evidence of performance in each area of evaluation by following procedures established within each Department/School. The assessment will normally be done on the basis of this submission and the department/school addendum which outlines faculty performance expectations.
The Dean may modify the ratings for a faculty member or members of a Department/School, if necessary, to maintain consistency of standards across the Faculty (Sec. 13.5.7 of MOA). The Chair/Director and/or the committee may ask for and obtain additional information. The faculty member will be informed of the nature of this information and the weight given to it.
For faculty in their first year a score should be assigned based on actual performance or, when too little information is available, a score equal to the department average for their rank (Sec. 13.5.4b of MoA)
Performance in each area is assigned one of the following seven categories listed in Article 13.5.3 of the MOA, clearly bearing in mind the Faculty of Engineering mission statement.
| Numerical Rating | Meaning |
| 2.0 | Outstanding |
| 1.75 | Excellent |
| 1.5 | Very good |
|
1.25 |
Good |
| 1.0 | Satisfactory |
| 0.75 | Needs some improvement |
| 0.5 | Needs significant improvement |
| 0.25 | Needs major improvement |
| 0.0 | Unsatisfactory |
An overall weighted performance assessment (from 0.0 to 2.0) is calculated per Note (d), below.
The results of the above deliberation are forwarded to the Dean who, in discussion with the Department Chairs, will make the final recommendations on its assessments. A faculty member on paid or unpaid leave where it is not possible to assess performance in all three categories during the evaluation year(s) shall receive a rating equal to the average ratings of the three previous years in which the faculty member was not on leave (Article 13.5.4(b) of the MOA).
2. Communication with the faculty member
The Chair shall inform the faculty member in writing of her/his final individual and overall ratings and shall provide an opportunity for the faculty member to discuss her/his performance evaluation. The Dean shall evaluate the performance of Department Chairs/School Directors and Associate Deans, and shall forward proposed performance ratings in the three categories and overall to the Vice President Academic and Provost (VPA&P) for approval. The VPA&P shall inform the Dean and the Chair/Director or the Associate Dean in writing with reasons of any changes in the recommended ratings.
A faculty member who disagrees with her/his performance evaluation should proceed first to the Department Chair, and then, if not resolved, to the Dean of the Faculty for disposition. A Department Chair or Associate Dean who disagrees with her/his performance evaluation should proceed first to the Dean and then, if not resolved, to the VPA&P for disposition. Performance evaluations and selective salary increases are not normally grievable except under Article 9.2.2 or 9.2.3 of the MOA.
Notes
In keeping with Article 13.5.1(c) of the MOA, the following notes contain the evaluation criteria set out in Policy 77, Section 2. Performance Standards.
The University expects all faculty members to maintain high standards in all aspects of their university work. To this end, the University exercises judgments on performance in the basic areas of a faculty member's academic responsibilities. Such judgments must be made with the greatest possible care and fairness as they are reflected in decisions regarding salary, reappointment, tenure/permanence, and promotion.
It is the responsibility of department chairs/school directors to assess the performance of each probationary or definite-term regular faculty member annually and each tenured or permanent faculty member every two years, to provide a written performance review, and to be available to discuss it upon request. Performance reviews are especially important in helping new faculty members gauge their progress towards meeting the standards for reappointment and tenure/permanence. Annual/Biennial merit scores form part of the evidence in tenure/permanence and promotion considerations, together with reports from referees and more extensive career reviews carried out by the Department Tenure, Permanence and Promotion Committee (DTPPC) or School Tenure, Permanence and Promotion Committee (STPPC).
(a) Teaching
University teaching is informed and enriched by the research, scholarship and service of its faculty. The University expects its regular faculty members to keep academic programs and courses current with developments in their fields and, where appropriate, to communicate both their discoveries and their commitment to scholarship and research.
The purpose of teaching is to facilitate learning. Thus, effective teaching draws the strands of a field together in a way that provides coherence and meaning, places what is known in context, lays the groundwork for future learning, and opens the way for connections between the known and the unknown. Effective teaching is an important goal of the University and consists of much more than what happens in the classroom. As detailed in the University’s Framework for Teaching Effectiveness, and its Addendum.
Faculty are encouraged to incorporate high-impact learning activities and innovative active learning strategies in their teaching. These approaches are particularly valuable for engaging students with complex, real-world problem spaces that transcend traditional disciplinary boundaries. Active learning, such as case-based learning, team-based projects, design challenges and community-engaged coursework encourages students to draw from multiple fields of knowledge and modes of inquiry. These strategies support critical, creative, and holistic thinking and help students make connections across technological, social, environmental, and ethical domains.
University teaching encompasses a wide range of activities. It takes many different forms (e.g., undergraduate and graduate courses, graduate seminars, online education, project and thesis supervision), has many different components (e.g., synchronous lectures and tutorials, asynchronous learning elements, experiential learning, setting and grading of assignments and examinations, interaction with students outside the classroom, curriculum development), and can occur in many different environments (e.g., large lecture theatres, small seminar rooms, off-campus short courses and workshops, clinics, laboratories, the field, one-on-one supervision, virtual platforms).
All faculty members are expected to contribute to undergraduate teaching and project supervision. Where feasible, tenure-stream faculty are expected to contribute to graduate teaching and to participate in thesis supervision. Where feasible and depending on the needs of their unit, teaching stream faculty are also eligible to contribute to graduate teaching and to participate in thesis supervision.
For purposes of assessing teaching, it is useful to single out particular sorts of contributions to the quality of teaching and learning that extend beyond course instruction and supervision. Some such activities are those that improve an individual instructor’s performance, the quality of the classes they teach or the supervision they provide, while others (referred to as educational leadership activities) have a substantial positive impact on the quality of teaching and learning beyond the individual faculty member’s courses, the programs in which they teach, or the students they supervise.
In all of their teaching activities, faculty members are expected to be fair in the evaluation of student work and constructive in their comments. They are expected to be available to students for interviews and consultations outside the classroom at reasonable times. They must always respect the integrity of their students and carefully avoid any exploitation of them for private advantage. They must maintain strict confidentiality with regard to students' personal lives and political and religious views. They must comment on academic progress and provide judgments on character only to appropriate persons and in appropriate circumstances, and must always be as fair and as objective as possible when making assessments and providing letters of reference.”
NOTE: Teaching performance will be assessed on the evidence from the year(s) under evaluation (Article 13.5.2(b) of MOA). However, faculty members will provide data for the last performance assessment period (annual or biennial, as appropriate) calendar years to provide context to the assessed evidence.
(b) Scholarship
The University expects Tenure Stream faculty members to be active participants in the evolution of their disciplines and professions. Where feasible, faculty members are expected to seek external funding to support their scholarly work.
Scholarship may take several equally valuable forms. One is the discovery of new knowledge, which may differ from discipline to discipline, and includes the generation of new concepts, ideas, principles and theories. A second form involves the innovative coordination, synthesis or integration of knowledge. This type of scholarship seeks and promotes understanding in a broader context by organizing knowledge in a new and useful way, by illustrating new relationships between the parts and the whole, by relating the past in a new way to the present and future, or by demonstrating new and significant patterns of meaning. Scholarship may also be observed in new and useful applications. Indeed, significant new applications of knowledge to the problems of society represent important scholarly contributions. Novel applications may take many forms, such as creative writing, design, fine and performing arts, innovative clinical or professional practice, and the discovery, development and transfer of technology for societal benefit. Peer-reviewed research with respect to pedagogy and peer-reviewed research with respect to innovative teaching also constitute scholarly activity.
Interdisciplinary and collaborative approaches that connect academic inquiry to real-world challenges and opportunities are highly valued and actively supported. Meaningful contributions may include the design and implementation of new technologies, processes, policies, or practices that serve the public good whether locally, nationally, or globally. Research communication, knowledge mobilization, and advocacy that drive positive societal change are also recognized as important forms of scholarly impact.
Although any of these scholarly activities may be carried out on a confidential basis, the expectation of the University is for communicated scholarship. In general, only work that is accessible for peer review or professional adjudication can be considered in assessing scholarship for performance reviews, tenure or promotion. Regardless of the discipline and type of scholarship, the key ingredients are the originality, quality and impact of the scholarly work.
Faculty members are expected to meet the ethical standards for scholarship in their particular fields of endeavour; to observe the University's guidelines and policies with respect to ethical conduct in research; and more generally, to act with integrity, truthfulness and honesty in the conduct and communication of their scholarly work.
Note: Research performance (scholarship in your discipline) will be assessed on the evidence from a window of two years (Article 13.5.2(b) of MOA). Faculty of Engineering faculty members will provide data for the last performance assessment period (annual or biennial, as appropriate) calendar years to provide context to the assessed evidence.
(c) Service
In addition to their primary duties of teaching and scholarship, regular faculty members have a responsibility to participate in the effective functioning of the University through service on committees, student advising, coordination of activities and in administrative positions. It is expected that faculty members regularly be present on campus and participate in the milestones of our academic calendar including: being engaged in student recruitment events, capstone symposia and attending our convocation ceremonies. It is important that all faculty members be willing to assist with administrative duties when their help is needed. Many faculty members also provide valuable service to groups outside the University, such as disciplinary or professional organizations, conferences, journals and granting councils. Community service related to a faculty member's scholarly activities is normally considered as service to the University.
Faculty members are expected to demonstrate “Departmental/School engaged citizenship” which includes, but is not limited to, mentoring new faculty members, regularly attending and actively participating in your department/school activities, being regularly present on campus, being willing to take on hard-to-cover courses, and being available to students both inside and outside the classroom.
For those faculty members who are eligible, it is expected that they pursue and maintain registration as a professional engineer (or limited license holder) in good standing, including participating in the ongoing requirements to maintain licensure such as continuing professional development
Note: Service performance will be assessed on the evidence from the year(s) under evaluation (Article 13.5.2(b) of MOA). However, faculty members will provide data for the last performance assessment period (annual or biennial, as appropriate) calendar years to provide context to the assessed evidence.
(d) Assessment
A regular faculty appointment involves three main responsibilities: to communicate effectively the knowledge and nature of one's discipline via teaching, to advance the state of one's discipline via scholarship and research, and to contribute to the administrative and leadership functions which support these goals through effective service. The overall rating for each faculty member shall be computed as the weighted average of the individual ratings in teaching, scholarship, and service, with the weights as arranged under “assignment of duties.”
A satisfactory performance in all three areas is expected of a faculty member.
Approved by Engineering Faculty Council on September 23rd, 2025