Guidelines for Preparing Senate Reports

Accessibility and Formatting

Templates

Accessible Microsoft Word templates for Senate reports have been created for you to download,. Heading Styles have been pre-created, and the order of the report is laid out to follow.

You can find Penn State-branded PowerPoint templates here, or the templates can be accessed directly from your Microsoft tenant if you are logged into your PSU account, which will also help you create an accessible presentation.

When submitting a report, a Microsoft Word document is required, as is a Microsoft PowerPoint file when submitting a presentation. Below is insight on preparing for accessibility. The Senate Office will review your materials for accessibility, and may follow up with any feedback or requests.

Standing committees can also visit the “Guidelines for Preparing Committee Meeting Minutes and Agendas” page for more information.

Report Submission Process

Approved by Senate Council: 2/11/2025

Since Senate Council reviews and approves reports as ready for the Senate Agenda, the reports submission process and deadlines below were approved by Senate Council. This process and deadlines will apply to all reports (Legislative, Forensic, Advisory/Consultative, Informational, and Positional) placed on the plenary agenda. Senate Council considers attachments and PowerPoint slides to be part of the report. All report materials projected in the plenary meeting must be included in the Senate plenary agenda posted at least six days before plenary (Senate Standing Rules, Article I, Section 5).

  1. Reports are submitted online using the Committee Report Submission Form by the submission deadline listed in the Senate Calendar. The submitter will be notified if the report or presentation doesn’t meet accessibility requirements as stated in Policy AD69.
  2. Senate Council reviews all reports for readiness for the Senate plenary meeting and sets time limits for presentation and discussion. Within two days after the Senate Council meeting, each report submitter is notified if the report was accepted.
  • a. In some cases, Senate Council may request changes to the report or presentation. Any changes to the report or presentation must be received in the Senate Office by noon on Monday after Senate Council so that the plenary agenda can be prepared and posted six days before plenary. (The plenary agenda is usually posted on Tuesday before plenary.) The Executive Director will review the revised reports and presentations to ensure that the changes requested by Senate Council have been made.
  • b. Senate Council may reduce the time available for presentation. If the time at plenary doesn’t allow for all slides to be shown, a shortened version of the PowerPoint can be submitted by noon on Friday before plenary. The number of slides can be reduced but no changes to the slides are allowed in the presentation slide deck. The full PowerPoint slide deck approved by Senate Council will be available to senators as part of the plenary agenda and will be the archived version.
  1. The Chair of the Faculty Senate might invite guests to speak during the “COMMENTS OR REPORTS OF THE SENATE OFFICERS AND INVITED GUESTS” section of the plenary meeting. Invited Guest presentations are not reviewed by Senate Council but will be due to the Senate Office by noon on Friday before the plenary meeting. The PowerPoint presentation will be linked to the plenary agenda.
  2. Any exceptions will be directed to the Chair of the Faculty Senate.

Accessibility Checklist

When reviewing your report/presentation for accessibility, here are some common items to look for. Follow the links for information on remediating these issues.

What is Accessibility?

“Accessible” means a person with a disability is afforded the opportunity to acquire the same information, engage in the same interactions, and enjoy the same services as a person without a disability in an equally effective and equally integrated manner, with substantially equivalent ease of use (see: “Penn State Policy AD69 Accessibility of Electronic and Information Technology“).

Reports must be accessible if they are published by the Senate Office and shared on our website. Certain content, such as content posted by a third party or archived web content, may be considered an exception (see: Penn State Accessibility). If you have any questions or concerns regarding digital accessibility, please reach out to the Senate Office.

Checklist for Report Preparation

Legislative Reports

  1. Introduction and Rationale: Define the issues that require the legislative action and provide the historical context, if appropriate. Identify the issues over which the Senate has authority, discuss the reasons for the proposal, and identify its consequences. Where applicable, costs of implementation should be included.
  2. Recommendation: Move the specific action that the Senate can implement. This section should be brief and specific, so that it is very clear what the Senate is voting on.
  3. Effective Date (if applicable): Recommend the date of implementation.
  4. Ending: List the committee members proposing legislation.

Advisory and Consultative Reports

  1. Introduction and Rationale: Define the issues germane to the faculty’s interest. Discuss why the proposed action needs to be taken. Where applicable, costs of implementation should be included.
  2. Recommendation: Specify the actions the Senate would like to implement. This section should be brief and specific, so that it is very clear what the Senate is voting on.
  3. Ending: List the committee members preparing the report.

Informational Reports (Mandated and Non-mandated)

  1. Background/Introduction: Define the issues germane to the faculty’s interest, and state the reason why the report is necessary.
  2. Information: Present the data or other information as needed.
  3. Discussion and Conclusion: State the implications for the faculty.
  4. Ending: List the committee members preparing the report.

Formatting Policy or Governance Document Revisions

For reports that include revisions to policies or governance documents, include the following text before any revisions:

Please note that the following contains bold text for additions and strikeouts for deleted text. In addition, added text is delimited with [Add] [End Add] pairs while deleted text is delimited with [Delete] [End Delete] pairs.

For instance:

The term of office for [Add] regular [End Add] members [Delete] and alternates [End Delete] will be three years commencing on July 1. The terms will be staggered to provide for continuity.

Delegation of Duties

Senate Office: The Executive Director of the Senate Office will ensure that each report conforms to the checklist. Reports found not to conform will be brought to the attention of the Senate Chair who will discuss the issue with the Committee Chair.

Senate Chair: The Chair shall review reports prior to meetings of the Senate Council to ensure that they are properly organized. At meetings of the Council, the Chair’s task is to guide the conversation and to seek consensus.

Executive Director: During Senate Council’s discussion of a report, suggestions for changes in a report are often made. If Senate Council votes to approve a report for a Senate meeting with changes, it is the responsibility of the Executive Director to verify that the changes are included in the final report.