Part Four: Remuneration

4.1 Salary Scales

The updating of the ‘G’ notations in this agreement is recognition that the New Zealand Register of Quality Assured Qualifications provides the appropriate framework for determining the linkage between the qualification and salary.

This is a significant change from the previous qualification charts and lists and is relevant in New Zealand 21st century schools.

Teachers currently in service will not be affected except where they improve their qualifications and progress up the scale.

4.1.1 The following salary rates are payable to teachers covered by this agreement from the dates specified

(a) Base scale:

(b) Units

* = Entry point for teachers who lack both recognised teaching qualification and subject/specialist qualifications.
# = Maximum for teachers who lack both recognised teaching qualification and subject/specialist qualifications.
^ = Maximum for teachers without a recognised teaching qualification
E = Entry step for qualification group
M = Maximum step for qualification group.

The ‘G’ notations relate to the entry points and qualifications maxima for teachers who have successfully completed a recognised course of teacher education. The qualification groups for salary purposes are:

G1 Level 5 qualification
G2 Level 6 qualification
G3 Level 7 qualification
G3+ Level 7 subject/specialist qualification and recognised teaching qualification (G3+ includes conjoint subject/specialist and teaching qualifications)
G4 Level 8 qualification (or 2 level 7 subject/specialist qualifications)
G5 Level 9 and 10 qualifications – Masters or PhD

Note 1: The level 7 qualifications must contain at least 72 credits at level 7.

Note 2: Teachers without recognised teacher education qualifications start two steps behind teachers with equivalent recognised subject/specialist qualifications and a recognised teacher education qualification.

Note 3: Teachers with primary teaching qualifications only are placed as follows:

G1 = Diploma of Teaching;

G2 = Higher Diploma of Teaching; and

G3 = Advanced Diploma of Teaching or Bachelor of Teaching.

Note 4: The Qualifications Chart (MoE Circular 1999/11) and subsequent lists that were compiled through the qualifications verification process undertaken by the PPTA and the Ministry of Education will continue to be used to inform judgments about qualifications unable to be allocated a level by reference to the Register of Quality Assured Qualifications.

Note 5: Quality Assurance Processes

• The New Zealand Qualifications Authority registers New Zealand qualifications at levels on the New Zealand Register of Quality Assured Qualifications and assesses overseas qualifications against the Register.
• Teachers Council approves and monitors teacher education courses.
• Secondary teacher education providers of approved courses limit entry into their courses to those with Level 7 qualifications that support the teaching of the New Zealand secondary curriculum in years 7-13.
• Teacher education providers graduate only those who meet the Teachers Council Graduating Standards: Aotearoa New Zealand.
• Ministry of Education verifies the level(s) of qualification(s) for pay purposes using information from the New Zealand Qualifications Authority, the Teachers Council and teacher education providers.

Note 6: Issues Committee

A committee, called the Issues Committee, made up of representatives of the New Zealand Qualifications Authority, the Teachers Council, the Ministry of Education, the NZ School Trustees Association and the Post Primary Teachers Association will meet from time to time, upon request of any of the named organisations, to consider and resolve any outstanding or new issues about teachers’ qualifications in relation to salary. These may be either individual cases or more general qualification or teaching qualification issues.

• In the first instance the Teachers Council or the New Zealand Qualifications Authority respectively make decisions about teacher education requirements and qualifications;
• Where a matter remains unresolved, the Committee will be convened to seek to resolve the matter;
• Where the Committee is unable to resolve the issue, the Secretary for Education may exercise discretion to determine an appropriate placement or progression on the salary scale.

4.2 Application of Salaries

(See also Start of Year clause 3.2A.)

4.2.1 Qualification Groups for Salary Purposes

(a) A teacher’s qualification group will be determined by reference to the New Zealand Register of Quality Assured Qualifications. It is noted that the G3+ salary group

requires both the level 7 subject/specialist qualification and the recognised teaching qualification.

(b) Except where otherwise provided in this agreement, a teacher shall be held at the maximum point of the salary scale for their qualification group.

(c) (i) Trained teachers who improve their qualification(s) shall, on the effective date of improving the qualification(s), receive at least the minimum commencing step for the new qualification(s).

(ii) Those teachers who, in accordance with (b) above, have been held at the maximum point of the salary scale for their qualification group for one or more years of service for salary purposes and who subsequently improve their qualification(s) shall be entitled to progress one salary step towards the maximum step of their new qualification group from the effective date of improving their qualification(s). This date shall become their new anniversary date for salary progression purposes.

(iii) The effective date for the improvement of qualification(s) to a higher group is the date of official notification.

4.2.2 Commencing Salary Starting Rates Apply as Follows:

(a) The starting salaries of teachers who have completed a recognised teacher education qualification and who also have a qualification defined by a ‘G’ notation are noted alongside the salary scale.

(b) Teachers who have not completed a recognised teacher education course but have at least a G1 qualification shall commence at the rate of pay two steps below a teacher with recognised teacher qualifications. If such a teacher subsequently completes a recognised course of teacher education s/he shall progress to the minimum step payable for the relevant qualification group (or to the next highest step if salary is already at or above that minimum).

(c) Teachers who do not have a subject/specialist qualification defined by a ‘G’ notation and who have not completed a recognised course of teacher education commence on Step 1 of the base scale.

(d) The Secretary for Education, having regard to a teacher’s previous service and professional, technical, practical or other suitable experience, may approve a higher commencing step than set out in 4.2.2 (a) to (c) above, subject to the provisions of Appendix A. The Secretary for Education may, in exceptional circumstances, exercise discretion in the placement or progression of a teacher within the salary scale.

4.2.3 Pay Progression

(a) Teachers shall progress to the appropriate base scale maximum shown on the scale subject to the employer attesting that the teacher has met the appropriate level of the Professional Standards for Secondary Teachers – Criteria for Quality Teaching appended as Supplement 1 to this agreement.

(b) Assessment against Professional Standards

(i) A beginning teacher may have up to two assessments against the beginning teacher standards or three if registration is delayed, before assessment against the classroom teacher standards. However, beginning teachers may be assessed against the classroom teacher standards from an earlier date if progress warrants it and the teacher and appraiser agree.

(ii) Teachers will be assessed against the classroom teacher criteria once fully registered or after two years in the case of teachers holding Limited Authority to Teach (LAT) status.

(iii) Classroom teachers may have three assessments against the classroom teacher standards but all teachers (including LATs) will be assessed against the experienced teacher standards once they have reached their appropriate base scale maxima. The only exception is teachers who have reached their base scale maxima before having up to two assessments against the beginning teacher standards (or three if registration is delayed) and up to three assessments against the classroom teacher standards. These teachers may have up to three beginning teacher standards assessments and up to three classroom teacher standards assessments before being assessed against the experienced teacher standards.

(iv) Teachers who hold units and who have assumed a specified leadership, pastoral, administrative or task-specific responsibility in respect of their unit or units will be assessed against the relevant criteria for teachers holding units together with the standards applicable to their level of experience in respect of their classroom teaching duties.

(c) When setting performance expectations and development objectives with individual teachers for the coming year, appraisers and the individual teachers shall have regard for:

(i) The number of years taught and the appropriate level of the professional standards to be applied;

(ii) The subject(s), the class level(s) and the nature of classes taught;

(iii) The degree to which achievement and development are expected within each criterion;

(iv) Any other agreed factors.

(d) Subject to 4.2.3 (a), (b) and (c) above, pay progression applies in the following ways:

(i) All full-time and permanent part-time teachers whose salary commencement is described by 4.2.2 (a) or (b) above shall, after completing one year on each step, progress to the appropriate qualifications maximum shown on the scale;

(ii) Teachers who do not have a degree or recognised equivalent and who have not completed a recognised course of teacher education shall progress, after completing one year on each step, to Step 4 of the base scale;

(iii) Non-permanent part-time teachers employed for fewer than 20 hours a week shall advance to the next step on completion of each 1000 hours. Credit towards each increment shall be based on class contact hours only and shall not include the 11% loading which applies in calculating salary. Salary credits will be calculated to the nearest month.

4.2.4 Withholding Increments

(a) Where a teacher has not met the standards at the appropriate level the employer may defer salary progression. A programme of support and development will be put in place to assist the teacher in meeting the standards within a timeframe agreed between the employer and the teacher.

(b) At the end of the review period:

(i) Where the teacher has met the appropriate standards, s/he will progress to the

next salary step from this date. This will become the teacher’s new anniversary date for pay progression purposes.

(ii) Where the teacher has not met the appropriate standards the employer will determine whether there are significant areas of concern to warrant initiating competence procedures or whether the programme of further support and development should continue.

4.2.5 Overtime Rates

Full-time teachers may be paid overtime rates based on 1/380 for each teaching half-day at the appropriate salary rate, excluding all additional salaries and allowances, on such terms as prescribed by the Secretary for Education.

4.2.6 Salary Payments

Salaries shall be paid fortnightly by direct credit to the employee’s nominated bank account except that individual employees may on religious or ethical grounds apply in writing to the Secretary for Education to be paid by cheque.

4.2.7 Payment for work on a Public Holiday

Where a teacher is required by their employer to work on a Public Holiday they shall be entitled to be paid in accordance with s.50 of the Holidays Act 2003.

4.2.8 Regional Health School Teachers

A teacher appointed to a permanent, full-time teaching position in an approved Regional Health School shall, from 28 January 2008, receive one unit per annum (as per clause 4.1.1(b)). This does not restrict the ability of the employer to offer additional unit(s) for further specific assignments or tasks performed by the teacher.

4.2.9 Resource Teachers

A permanent full time teacher appointed to a Ministry of Education approved resource teacher role shall receive one unit per annum (as per clause 4.1.1(b)). This does not restrict the ability of the employer to offer additional unit(s) for further specific assignments or tasks performed by the teacher.

Note: This entitlement replaces, but is not to be in addition to, any unit allocated out of Ministry of Education unit allocations to resource teachers.

4.3 Units

4.3.1 Boards will be entitled, in any one school year, to a number of units generated by formula in the relevant Staffing Order. The employer, following consultation with its teaching staff, will determine the use of units. Up to 40% of the units may be allocated on a fixed-term basis.

4.3.2 The rate per unit is as specified in clause 4.1.1(b) above regardless of the level of aggregation. Units are not divisible. They are paid at the substantive rate to both full-time and part-time teachers. The only circumstance in which the units may be apportioned is in an approved full-time job share position.

4.3.3 Fixed-term units allocated for any reason will be paid in addition to the teacher’s rate of pay, including any permanent units.

4.3.4 At the time of allocating a fixed-term unit or units the employer shall specify either the period of time for which the teacher shall be entitled to that fixed-term unit or units, or the particular assignment or task to be undertaken for which that fixed-term unit or units has been allocated.

4.3.5 The entitlement to that fixed-term unit or units shall cease at the expiry of the specified period or on completion of the specified assignment or task.

4.3.6 The employer may reallocate to the same teacher a fixed-term unit or units for a further period of time or for a further particular assignment or task.

4.3.7 (a) Teachers holding only fixed-term units shall be entitled to progress by annual increment as provided for in clause 4.2.3 to their qualifications maximum on the base scale.

(b) Permanent units holders, however designated, who hold a G3+ qualification (as defined in 4.1.1) shall be entitled to progress by annual increment as provided for in clause 4.2.3 to step 14 of the base scale

(c) Subject to 4.3.8, permanent unit holders, however designated, who do not meet the G3+ qualification criteria will remain eligible to progress to step 13 of the base scale irrespective of their qualifications maximum, provided that in respect of this group of teachers:

(i) they shall revert to that qualification maximum if their permanent units are lost following competence review or if appointed to a position without permanent units, or

(ii) in the event that, while holding a permanent unit, the teacher has improved their qualifications to meet the qualification criteria for an improved G notation, they shall move to the most applicable step on the base salary taking into account:

(a) their current qualification; and

(b) any affect annual increments since improving their qualifications would have had.

(d) A teacher to whom 4.3.7(c) is applicable, and who subsequently regains permanent unit(s) shall also gain an immediate base scale increment (if available) and will become eligible for any further increment(s) due from the anniversary of that date.

4.3.8 Untrained teachers holding permanent units shall be entitled to progress by annual increment as provided for in clause 4.2.3 to their qualifications maximum on the base scale.

4.3.9 Where a teacher appointed to a position to which unit(s) are allocated loses that position or has the position altered in status because of the application of the surplus staffing provisions of this agreement the salary protection arrangements of those provisions shall apply provided:

(a) that where the allocation has been made on a fixed-term basis the period of protection shall be for the lesser of the term of the appointment agreed or for one year while the teacher continues to hold a position at the school; and provided also:

(b) that in no case shall the eventual salary reduction be to a rate less than would otherwise apply had the teacher not been appointed to a position to which unit(s) had been allocated. For the sake of clarity, any increments received or due in accordance with clause 4.2.3 or 4.3.7 or 4.3.8 above shall remain payable or due notwithstanding the teacher’s reduction in status.

4.3.10 Voluntary relinquishment of units

Where the holder of units decides to relinquish voluntarily a unit or units, and that offer of relinquishment is accepted by the employer, the teacher shall revert to the appropriate rate of pay following the reduction.

4.3A Middle Management Allowances

4.3A.1 An employer will be entitled, in each school year, to a number of Middle Management Allowances generated by formula in the Staffing Order. The employer, following consultation with its teaching staff, shall determine the allocation of these allowances. Up to 30% of the allowances may be allocated on a fixed term basis.

4.3A.2 The Middle Management Allowances are restricted to:

(a) teachers without units who have a designated curriculum or pastoral management responsibility;

(b) teachers with one to four units who have a designated curriculum or pastoral management responsibility; and

(c) teachers with five units who have significant designated curriculum-related management responsibilities.

(d) from 2 July 2008, teachers who have responsibilities (as defined in 4.3A.5 below) for at least five ORRS funded students.

4.3A.3 Up to 15% of a school’s Middle Management Allowances may be allocated to teachers without units who have designated curriculum or pastoral management responsibilities

4.3A.4 An individual teacher with fewer than five units, may be allocated up to two Middle Management Allowances. An individual teacher with five units may be allocated no more than one Middle Management Allowance. Teachers with more than five units shall not be eligible to receive Middle Management Allowances.

4.3A.5 (a) Subject to 4.3A.4, from 2 July 2008 employers will allocate one Middle Management Allowance to each teacher who has responsibility for at least five High and/or Very High ORRS students if the teacher has the following special duties and responsibilities for those students.

(i) The direct responsibility for the development of the educational programmes of those students (including the significant adaptation of curriculum content); and

(ii) The designated responsibility for the implementation of those programmes including providing special assistance to the students in face to face communication and social interaction in order for the students to be engaged, be understood, to respond and to learn.

(b) This entitlement does not restrict a school from allocating more than one Middle Management Allowance to such teacher(s) if they are eligible under 4.3A.2 (i), (ii) or (iii).

4.3A.6 Each Middle Management Allowance shall generate the additional annual salary payment of $1000 per annum.

4.3A.7 Middle Management Allowances are not divisible and the attached salary shall be paid at the substantive rate to both full-time and part-time teachers.

4.3A.8 These allowances do not count in the determination of eligibility for removal expenses under 8.1.1(a) (Appointment on promotion).

4.3A.9 Where a teacher appointed to a position to which Middle Management Allowances are allocated loses that position, or has the position altered in status, because of the application of the surplus staffing provisions of this agreement then the salary protection arrangements of those provisions shall apply provided that where the allocation has been made on a fixed-term basis the period of protection shall be for the lesser of the term agreed or for one year while the teacher continues to hold a position at the school.

4.3B Senior Management Allowances

4.3B.1 From 2 July 2008 an employer will be entitled, in each school year, to a number of Senior Management Allowances generated by formula in the Staffing Order. The employer, following consultation with its senior management team, shall determine the allocation of these allowances. Up to half of the allowances may be allocated on a fixed term basis.

4.3B.2 A teacher who holds a position of either Assistant Principal or Deputy Principal shall be eligible to receive a Senior Management Allowance if they formally deputise from time to time for one or more of the Principal’s responsibilities. (See Note 1)

4.3B.3 An individual teacher may hold both Middle and Senior Management Allowances if they separately meet the criteria for the allocation of each, except that they may hold no more than a total of two such allowances in any combination.

4.3B.4 Each Senior Management Allowance shall generate an additional annual salary payment at the rate of $1000 per annum.

4.3B.5 Senior Management Allowances are not divisible.

4.3B.6 These allowances do not count in the determination of eligibility for removal expenses under 8.1.1(a) (Appointment on promotion).

4.3B.7 Where a teacher appointed to a position to which Senior Management Allowances are allocated loses that position, or has the position altered in status, because of the application of the surplus staffing provisions of this agreement then the salary protection arrangements of those provisions shall apply provided that where the allocation has been made on a fixed-term basis, the period of protection shall be for the lesser of the term agreed or for one year while the teacher continues to hold a position at the school.

For clarity when a senior manager, in writing, voluntarily relinquishes a Senior Management Allowance, other than provided in 4.3B.7 above, the salary protection period shall not apply.

Note 1: The terms ‘Assistant Principal’ and ‘Deputy Principal’ are defined by role not necessarily title. They are used in this context to indicate the role of the senior teachers who have school-wide leadership, management and/or administrative responsibilities and formally deputise from time to time for one or more of the Principal’s responsibilities.

4.4 Payment of Salaries - Short-Term Relievers

4.4.1 Short-term relievers employed as per 3.2.5(a) shall be paid at the rate of 1/190 of the appropriate annual salary for each day worked (inclusive of holiday pay); provided that the maximum daily rate payable for relievers employed for no more than 6 weeks shall not exceed 1/190 of Step 10 of the base scale.

4.4.2 If employed on an hourly basis the hourly rate shall be 1/950 of the applicable annual rate to a maximum of step 10 on the base scale (inclusive of holiday pay); provided no reliever so

employed shall be paid for less than 2 hours per day of relief and, if there is a break in duties of one and a half (1.5) hours or more, an allowance equivalent to one (1) hour’s pay shall be paid.

4.5 Part-Time Teachers

4.5.1 Part-Time Salary Rates

(a) Part-time teachers must be employed for less than 0.9 FTTE. Subject to subclause 4.5.2 below, the salary of a part-time teacher shall be a proportion of the step in the base scale that the teacher would receive if employed full-time. The number of hours for which payment is made is the sum of the number of class contact hours plus any timetabled non-contact time. This sum shall be increased by 11 percent which is equal to an additional payment of one hour for each nine timetabled hours.

(b) In return for the additional payment, part-time teachers on a pro-rata basis are expected to share, at least to this extent, in the activities of the school which are outside classroom teaching as and when they are required by the principal.

4.5.2 Additional Temporary Part-Time Rates

(a) Where in any week the class contact hours of a part-time teacher who is in receipt of a pro-rata salary are increased (but to less than a full-time programme) for not more than four consecutive weeks, payment for the additional hours so worked shall be at 1/855 of the teacher’s full-time salary step but the total payment for hours worked in any week shall not exceed the amount which the teacher would receive if employed full-time on that salary step for a full week.

(b) The part-time hourly rate of 1/855 of the appropriate full-time salary rate includes holiday pay.

(c) Where there is an increase in weekly contact hours for more than four consecutive weeks, payment shall be as prescribed by subclause 4.5.1 of this clause.

(d) Where a part-time teacher temporarily works full-time for a period of one week or more, payment shall be made, for such periods, as if employed on a full-time basis.

4.5.3 Where a part-time teacher is absent on leave without pay for a day or more, the deduction from salary is calculated on the same basis as for a full-time teacher (that is, a deduction of one-fourteenth of a normal fortnightly salary for each day of absence). This rule applies regardless of the number of hours the teacher would normally have worked had leave not been taken.

4.5.4 Where a statutory holiday or a mid-term break occurs on the day a part-time teacher would normally have worked they are to be paid their normal fortnightly salary as if they had worked on the holiday. The teacher is not obliged to make up the time on an alternative day during that week but if they choose to work the alternative day in lieu of the statutory holiday they are not to receive extra pay for that day over and above their normal fortnightly salary. The normal fortnightly salaries of part-time teachers who would not have worked on the statutory holiday or mid-term break are not affected providing they worked the number of hours normally worked during the pay period concerned.

4.5.5 When a part-time teacher is required or invited by the Secretary for Education to attend an official course, the teacher’s normal pro-rata salary is payable during the period of attendance.

4.6 Effective Date of Salary Increases on Promotion

4.6.1 The effective dates of salary increases on promotion are as follows:

(a) When promotion occurs at the beginning of the school year. The increased salary is payable from 28 January.

(b) Appointment after advertisement. All appointments are required to be made after advertisement. The date of commencement of salary for the new position is the date of formal appointment or the date on which the appointment is taken up, whichever is the later.

(c) Appointment during period of leave with pay. A teacher who is appointed to a higher position while on leave with pay is not paid salary for the new position until the date of actually taking up the new duties.

4.7 Salary Protection

4.7.1 During any period of salary protection the teacher is entitled to any salary increases or increments due. Upon expiry of the protection period the teacher’s salary is reduced to the maximum salary payable according to the new grade of the position. When a teacher whose salary has been reduced subsequently obtains a new position salary is assessed as if no reduction had taken place.

4.8 Holiday Pay

4.8.1 Definitions

The following definitions apply to this subsection:

(a) Holiday Pay (HP) – Holiday pay is the salary payable to teachers on cessation of duty or for periods during which schools are closed for term vacations.

(b) Vacation – Vacation is the period during which schools are closed at the end of a school term. Mid-term breaks are deemed to be part of vacation time for the purpose of holiday pay calculations. Part VII of the Education Act 1989 determines the periods during which schools will be closed for vacations.

(c) Deduction from HP – Deduction from holiday pay is a proportionate reduction in a teacher’s holiday pay on account of leave without pay taken during the current school year.

4.8.2 General Provisions

(a) Intervening vacations – A permanent teacher is paid for all vacations which occur during the period of engagement, subject to 4.8.3 below.

(b) Holiday pay due on resignation – A permanent teacher who resigns during a school year is paid, on ceasing duty, any balance of holiday pay due after taking into account:

(i) Total teaching service for the year;

(ii) Holiday pay already paid in that year;

(iii) Any leave without pay taken during that year.

(c) Holiday pay after sick leave without pay – No deduction is to be made from the holiday pay of teachers for periods of sick leave without pay or accident leave without pay for periods not exceeding three months in any one school year. Where the total number of days of sick/accident leave without pay is in excess of three months the deduction is based on the period subsequent to the three months. The initial three months are not taken into account. In order to receive the benefits of holiday pay for periods of sick leave without pay, a teacher’s current sick leave entitlement must first have been used, i.e. teachers with current entitlements to sick leave are not covered by the non-reduction in holiday pay provisions outlined above if they elect to receive sick leave without pay instead of using their entitlement.

4.8.3 Holiday Pay After Leave Without Pay

If a permanent teacher has been granted leave without pay (other than sick leave in terms of sub paragraph 4.8.2(c)) in excess of five school days during any school year, the total holiday pay due is reduced in proportion to the total period of leave without pay. In special cases the Secretary for Education may approve holiday pay beyond entitlement (e.g. periods of approved sports leave without pay).

4.8.4 Relieving Teachers

(a) Short-term relieving teachers are to receive holiday pay progressively during the year after each period of employment, except as provided for in 4.4 and 4.5.2 (a) and (b) where the rate of pay includes holiday pay.

(b) Long-term relieving teachers are to be treated the same as permanent teachers for holiday pay purposes.

4.8.5 Holiday Pay on Higher Duties or Relieving Allowances

A permanent teacher receiving additional salary as the holder of units or receiving management allowances (including middle and senior), higher duties allowances, relieving allowance, staffing incentive allowance, high priority teacher supply allowance and/or special duties allowance at the end of the term receives holiday pay calculated on the higher salary for the period so employed or until the end of the vacation, whichever is the shorter.

4.8.6 Method of Calculation

Holiday pay is based on the school year. It is not normally payable beyond 27 January except where the employment of a teacher who has a later employment anniversary date ends.

For holiday pay purposes, teaching service comprises all paid service including weekends and statutory holidays, but not school vacations. Calculation of holiday pay is made to the nearest day and when a half-day is involved the calculation is made to the benefit of the teacher. In calculating holiday pay the following rules apply:

(a) In schools open for 195 or more days in a school year, HP = 1/4 x number of days. In schools open for fewer than 195 days in a school year, HP = 3/10 x number of days.

(b) If a permanent teacher has had leave without pay for a period exceeding five days, the holiday pay to be deducted is based on the total number of days without pay.

(c) When a teacher resigns, any half-day resulting from calculation of holiday pay is to the benefit of the teacher.

(d) When a school closes on a Friday and the vacation commences on the Monday following, the intervening weekend is school time and not vacation time.

(e) The number of days holiday pay is counted from the beginning of the vacation. Deductions of holiday pay are made from the end of the vacation.

4.8.7 Manual Training Teachers

Manual training teachers receive holiday pay on the same basis as primary teachers.

4.8.8 Study Leave

No deduction is made from the holiday pay of permanent teachers for study leave without pay for periods not exceeding three months in any one year. For periods in excess of three months the deduction is based on the whole period of leave. The leave must be for study for qualifications recognised by the Ministry as of value to teaching.

4.8.9 Military Training

No deduction from holiday pay is made for leave without pay for voluntary military training or subsequent part-time training.

4.8.10 Overseas Military Training

At the commencement of the leave a teacher may be paid the amount of holiday pay due at that date. If the teacher resumes teaching immediately after the date of discharge, full payment is due for subsequent vacations during that school year (except for any reduction on account of subsequent leave without pay for other reasons).

4.8.11 Exchange Teachers to USA

When teachers are granted leave during the year to go to the USA on exchange under the Fulbright/Hays scheme for 12 months, they may elect to receive any payment due for the vacation before departure, and if they resume at the beginning of the third term in the following year, no deduction will be made from holiday pay in the next December/January vacation.

4.8.12 Holiday Pay for Teachers Employed on a Pro-Rata Basis Who Temporarily Work Full-Time

If the period of work is one week or more, then payment is to be made on a full-time basis. Holiday pay is to be paid at the full rate of salary for a period equal to 1/4 or 3/10 of any period or periods that the teacher worked full-time and the balance of vacations should be paid for at the normal pro-rata rate. This is subject to any holiday pay adjustment needed on account of the teacher not having worked the full year (where applicable).

4.9 Service Increment

4.9.1 A teacher who, at the date of application, is permanently appointed to a base scale position, and who has met the requirements of Supplement 1 and has satisfied the qualifications and

service criteria for the payment of the service increment (as required by the Secretary for Education) shall, upon application and from the date the Secretary for Education is satisfied that those requirements and criteria have been met, be paid additional salary at the rate of $1578 per annum. This rate shall increase to $2000 per annum from 28 January 2008. A teacher holding a permanent unit or units in terms of clause 4.3 is not entitled to receive the service increment.

4.9.2 Eligibility for the service increment, once approved, remains (subject to 4.9.3 below) if the teacher subsequently moves to a new position, whether permanent or not, and regardless of breaks in service.

4.9.3 This payment (and eligibility for it) ceases upon the teacher being appointed to a position with a permanent unit or units in terms of clause 4.3. The payment (and eligibility for it) resumes should the teacher cease to hold such a position.

4.9.4 Subject to 4.9.1, 4.9.2 and 4.9.3, the criteria and exemptions for payment are as follows:

(a) A “service increment” is additional salary payable to permanent teachers who have completed three years’ New Zealand state teaching service on their maximum on the base scale and have completed an approved additional qualification. This latter condition is satisfied by the teacher obtaining qualifications set out in the Education Gazette from time to time.

(b) The acquisition of an additional qualification before the service increment is payable is not a requirement for the following categories of teacher:

(i) Teachers confirmed in the former List B on 1 February 1971;

(ii) Teachers serving at 1 February 1971, who translated from the former Qualification Group B1 to Group IIIb, and who were at that date classified in the former List A, are automatically exempted from the qualification criterion and are eligible for the granting of the service increment on satisfying the service criterion only.

(iii) New entrants to the secondary teaching service on or after 1 February 1971 who are classified in qualification Group 4 or Group 5 (previously Group IIIb) are also exempted from the qualification criterion and are eligible for the service increment on satisfying the service criterion only.

(iv) Trained teachers appointed to permanent positions on or after 1 February 1974, who were employed in the state secondary teaching service before 1 February 1971 and at that time satisfied the requirements for entry to the former List B (or the earlier Grade III) are required to serve five years on the maximum of the base scale before they may be paid the service increment but are not required to gain an additional qualification.

(v) Non-graduate teachers who satisfied the five years’ service requirement between 1 February 1976 and 1 February 1979 and who had enrolled for the papers leading to the Service Increment Certificate before or at the beginning of the 1979 academic year may be paid the service increment retrospectively to the date at which they completed the five-year service requirement; subject to the requirements for the issue of the Service Increment Certificate having been satisfied, and also the certificate having been completed within five years of the teacher’s commencing study for it. Non-graduate teachers outside the scope of this provision will be paid the service increment only when the service and qualification criteria have been met, i.e. the retrospective payment provision does not apply to non graduate teachers who met the five year service criterion after 1 February 1979.

(c) Manual teachers are eligible for the granting of a service increment on the top of their maximum rate on the base scale.

(d) Primary or area school teachers and those in the advisory services who hold the service increment, or who have accumulated service towards it, and who move to positions in the secondary service for which the service increment is payable in addition to salary, will receive payment of the service increment, or will be able to count teaching service accumulated towards the service requirement, on satisfying the requirements set out in Supplement 1.

4.10 Careers Adviser Allowance

4.10.1 A teacher appointed as careers adviser shall be paid an allowance at the rate of $1054 per annum. This rate shall increase to $1500 per annum from 28 January 2008. This allowance is paid at the substantive rate for both full time and part time teachers, regardless of the number of units they hold.

4.11 Associate Teacher Allowance

4.11.1 A teacher who has been assigned by the principal to assist in the practical training of teacher trainees, or of teachers on retraining courses, shall be paid an allowance of $3.19 for each timetabled hour of teacher trainee contact subject to the following provisions:

(a) The allowance is paid to an assigned associate teacher provided that he or she accumulates one hour or more of timetabled teacher trainee contact per week. For each additional hour per week a further allowance is paid. The allowance is paid for multiples of one hour minimum only and not for fractions of an hour.

(b) When more than one teacher trainee is placed with an associate teacher for a timetabled period or periods the aggregate is not affected.

(c) The time spent with the associate teacher does not all need to be class contact time but can include formally timetabled periods spent in such activities as discussion with teacher trainees, assisting the teacher trainees in preparing lessons, critical appraisals of teacher trainees’ teaching, or other professional guidance related to the work of the teacher trainees placed with that teacher.

(d) In the event of team teaching the number of hours or parts thereof claimed by associate teachers cannot exceed the number of teacher trainees present and can be claimed only by those teachers with whom those teacher trainees have been timetabled.

(e) The allowance is paid at the end of each term.

4.12 Staffing Incentive Allowance

4.12.1 Subject to the conditions set out below full-time permanent teachers appointed to advertised positions up to and including positions attracting four permanent units in schools designated by the Secretary for Education, after consultation with the Association, as qualifying for the staffing incentive package and teachers appointed to long-term relieving positions up to and including positions attracting four permanent units who have served for two complete terms or more in a school or schools so designated, shall be paid a staffing incentive allowance of $1,000 per annum.

4.12.2 Itinerant music teachers in Southland are entitled to be paid the staffing incentive allowance, provided that the majority of schools serviced by the individual teacher are designated as qualifying for the staffing incentive package.

4.12.3 Teachers receiving the staffing incentive allowance (except for long-term relievers) are entitled to receive the allowance for a minimum of three years in any individual school approved for payment of the allowance. Therefore when a school is removed from the approved list, eligible teachers who have not received the allowance for the three year minimum period at the time the school ceases to qualify shall continue to receive the allowance until the period of three years is completed providing continuous service in the same school is maintained during this time and providing the teacher remains in a position eligible for the allowance. Payment of the allowance will, however, cease immediately for those teachers who have already received the allowance for a period of three years or more at the time the school ceases to qualify. If the teacher moves to a school not approved for payment of the allowance, payment ceases immediately. If the teacher moves to a school which does attract the allowance, a new minimum period of three years is applicable from the date the teacher commences in the new school.

4.12.4 Long-term relievers are to receive payment of the allowance retrospectively after they have completed the minimum period of two terms of continuous service (excluding holidays) in a school or schools which qualify for the allowance. They may then be paid the allowance fortnightly as long as they maintain continuous service in a school or schools which qualify.

For the purpose of this clause service as a long-term reliever means continuous service in a school or schools which qualify for a minimum period of two terms equivalent.

4.13 High Priority Teacher Supply Allowance

4.13.1 The High Priority Teacher Supply Allowance (HPTSA) provisions below shall apply to teachers employed in those schools identified by the Secretary for Education as requiring additional support for recruitment and retention. The schools identified by the Secretary are those set out in separate advice and may be changed by the Secretary as needs change, no more than annually, after consultation with the PPTA.

(a) Full-time and part-time (0.5FTTE and above) fully registered teachers employed on a permanent or long-term relieving basis of two consecutive terms or more and who have been attested as having met the appropriate professional standards shall be entitled to receive the allowance of $2,500 per annum, pro-rated for part-time teachers.

(b) Full-time and part-time (0.5FTTE and above) provisionally registered teachers or teachers registered subject to confirmation who are employed on a permanent or long-term relieving basis of two consecutive terms or more shall be entitled to receive the allowance at the rate of $1500 per annum, pro-rated for part-time teachers, until such time as they are registered and attested as having met the fully registered teacher professional standards.

(c) Teachers in receipt of HPTSA are not entitled to receive the SIA at the same time.

(d) Where a school loses HPTSA status, the school may apply for SIA status where there is a serious staffing difficulty.

(e) Teachers moving to a school which has been designated as HPTSA status are entitled to either the National Relocation Grant (as set out in the Ministry guidelines on Teacher Supply Initiatives) or to the transfer and removal provisions of this Agreement where applicable. On completion of a minimum of three years’ continuous service in one or more HPTSA schools a teacher shall have access to the transfer and removal provisions of this Agreement when moving from this category of school to another teaching position in a state or integrated school.

(f) In the event that a school is removed from the HPTSA coverage, teachers who were in receipt of the HPTSA prior to that change shall continue to receive the allowance until the end of the school year. Teachers who are so affected shall retain their entitlement to the transfer and removal provisions of this Agreement for a further three years.

4.14 Specialist Classroom Teacher Allowance

4.14.1 A teacher appointed as a Specialist Classroom Teacher under 3.8B shall be paid an allowance of $6500 per annum. From the start of the 2008 school year, the Specialist Classroom Teacher shall be paid an allowance equivalent in value to two units per annum (as per clause 4.1.1(b)). For clarity, this is an allowance and is not a unit.

Note: Attention is drawn to the agreed Specialist Classroom Teacher Guidelines in relation to holding units and other payments for those in the role of Specialist Classroom Teacher.

4.15 Bus Controller’s Allowance

4.15.1 A teacher appointed as bus controller for a school district who undertakes, in full, the bus controlling duties and responsibilities shall be paid the additional salary of $3.61 per day for the first route and $1.26 per day for each additional route. The allowance is not payable on a runback within a route nor where a bus makes a second trip over substantially the same route.

4.16 Acting Principal

4.16.1 When a permanent teacher relieves in the position of principal in the same school for a period of more than two weeks, payment for the period concerned shall be an allowance representing the difference between her/his salary and the minimum rate applicable to the principal’s position but shall not be less than the rate of salary in the teacher’s own permanent position.

4.17 Acting in a Higher Position other than Principal

4.17.1 A permanent teacher who relieves in a designated position above the base scale shall be paid for the period concerned an allowance representing the difference between her/his salary and the rate for the position the teacher is relieving in but not more than the rate which is equivalent to three units above the teacher’s own permanent position, and subject to such conditions as the Secretary for Education may approve.

4.17.2 A teacher acting in a higher position and receiving an allowance is subject to the following conditions:

(a) The teacher must perform the extra duties and undertake the responsibilities of the higher position for a qualifying period of 21 working days, comprising:

(i) One continuous period;

(ii) Any combination of periods of five working days or more totalling 21 working days in any period of 12 months.

(b) Although not counting as part of the qualifying period, school vacations and leave do not interrupt the qualifying period if the teacher goes back to the higher position immediately after the vacation or the leave.

(c) A teacher who is being paid additional salary in a relieving position on the last day of a school term shall be paid the additional salary for the ensuing vacation for a period equal to one-fourth or three-tenths, as the case may be, of the period of employment in the position or until the end of the vacation, whichever is the shorter period.

(d) Payment for vacations being made on the basis of three-tenths of service.

(e) The temporary appointment is not a long-term relieving one made, after advertisement, in accordance with the usual procedure for permanent appointments. Any position which will be vacant for more than six months must be advertised as a long-term relieving position.

(f) Once a teacher has qualified for a higher duties allowance and is being paid that allowance before a period of sick or special leave on pay the teacher continues to receive the allowance for up to one month of the period of leave providing the teacher returns to a higher duties position immediately after the leave.

4.18 Compassionate Grant

4.18.1 A compassionate grant is payable to the estate of a teacher who:

(i) dies while employed in the state teaching service; or

(ii) dies within 12 months of the date of approved medical retirement under 3.12. For clarity this date is from the date of retirement and excludes any notice period or period for which payment is made.

Compassionate grants are calculated as a proportion of the annual rate of salary payable to the teacher at the time of death as follows:

4.18.2 The following conditions apply to the payment of the grant:

(a) No grant is payable if, as a result of death, payments under the Accident Rehabilitation and Compensation Insurance Act 1992 to an equivalent or greater extent have been made.

(b) Service must be continuous except that intervals of up to one year (or the time to care for their own pre-school child(ren)) may be bridged and service aggregated, but the intervals do not count as service. If an interval exceeds one year, (or exceeds the time to care for their own pre-school child(ren)) the qualifying service commences afresh after the interval.

(c) Allowable service comprises: Service in state schools (including kindergartens) in New Zealand; New Zealand Government service; teacher training which commenced in 1980 or earlier; active military service; service on the staff of New Zealand universities and service as a teacher on an official government exchange scheme, and in any government sponsored scheme.

(d) Service not recognised includes: Private school teaching; full-time university study (unless on leave); trade or executive service; overseas teaching service (other than service as a teacher on an official government exchange scheme and as a teacher under a government sponsored scheme) and teacher training which commenced in 1981 or later.

(e) For the purpose of calculating the grant, salary includes salary plus any other permanent salary allowances (including units) paid under the provisions of this agreement, or any temporary allowance (including units) payable for a period of 12 months or more. Temporary allowances payable for a period less than 12 months are excluded from the calculation of the grant.

(f) The grant is calculated to the nearest dollar. Any salary or holiday pay due is also payable to the estate.

4.19 Mäori Immersion Teacher Allowance

4.19.1 All full-time teachers required to use Te Reo Mäori in approved Mäori immersion programmes for at least 31% of their time shall receive additional salary at one of the following rates:

(a) For provisionally or fully registered teachers – the equivalent value of one unit per annum as established by 4.1.1 (b); or

(b) For unregistered teachers - $1500 per annum.

4.19.2 The employer shall attest to the eligibility of the teachers for this allowance according to the Ministry of Education’s Mäori language resourcing criteria.

4.20 Special Duties Increment Allowance

4.20.1 A teacher appointed as a Resource Teacher Learning and Behaviour (RTLB) or appointed to a permanent or relieving position of at least one term in approved types of special schools, health camps, and hospital classes in approved schools with special teaching problems shall be paid a special duties allowance of one additional salary step or, if the teacher is on the maximum step of their qualification group, additional salary of $995 per annum.