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 templates
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).
- 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.
- 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.
- 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.
- 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.
- Run the Microsoft Accessibility Checker by typing “accessibility” in the top search bar of your program. This will flag many common accessibility issues for you!
- Tables – Use the “Table Designer” tab to designate a header row, avoid merged cells and empty cells, and check reading order by selecting a cell and clicking the “Tab” button
- If you are using Microsoft Excel, there are additional Excel Tips on the Accessibility at PSU website.
- Use Descriptive hyperlinks instead of pasting a plain-text URL
- Use Heading Styles in Microsoft Word
- Add Alt Text for images, or mark as decorative, if appropriate (i.e. does not contribute important information but is there only for aesthetics.)
- Avoid inaccessible footnotes – when in doubt, put the footnote content in parentheses next to the original text.
- Use appropriately nested lists – Use the “Multilevel List” tool in Word to automatically create ordered list with a different numbering system in the secondary levels than in the primary levels to help users distinguish between them.
- Font choices – San-serif fonts are often most easily accessible in digital materials. Serif fonts such as Georgia and Times New Roman are also acceptable.
- Check Reading Order tool in PowerPoint to see how the content would be read by a screen reader.
- Write out or explain Acronyms that would be unclear to screen readers
- Check color contrast for those who may have color/other blindness
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.
Tools and Learning
- Visit Penn State’s accessibility website and explore
- PSU Accessibility Testing Tools
- Various accessibility learning paths hosted by Accessibility @ PSU, including synchronous training options
- Built-in accessibility checker for Word and accessibility checker for PowerPoint
- Definition of “accessibility” and various audiences served
- Microsoft: “Make your Word documents accessible to people with disabilities”
- Color Contrast Checker
- Video: Demo of A Screen Reader in Use
- PSU Accessibility: “Department of Justice Rule High Level Summary” as of 2024
- PAC (PDF Accessibility Checker)
Checklist for Report Preparation
Legislative Reports
- 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.
- 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.
- Effective Date (if applicable): Recommend the date of implementation.
- Ending: List the committee members proposing legislation.
Advisory and Consultative Reports
- 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.
- 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.
- Ending: List the committee members preparing the report.
Informational Reports (Mandated and Non-mandated)
- Background/Introduction: Define the issues germane to the faculty’s interest, and state the reason why the report is necessary.
- Information: Present the data or other information as needed.
- Discussion and Conclusion: State the implications for the faculty.
- 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 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.