Faculty Early Retirement Program (FERP)
What is the Faculty Early Retirement Program (FERP)?
Under the terms of the current CSU-CFA Agreement, FERP is an entitlement program, 只要遵循相关程序,并且课程适合教师 member to teach are scheduled.
Eligibility to FERP
Tenured instructional faculty, librarians, and counselors who have reached the age of 55 and have decided to retire, but have not yet done so, are eligible to apply for FERP. The program is not available to Coaching faculty unit employees.
Frequently Asked Questions
- Who may apply for FERP?
- Eligible tenured faculty unit employees who have reached the normal retirement age (i.e., age listed in your retirement benefit formula; e.g., 2% at 55, 2% at 60, 2% 第62页),符合加州公务员退休基金规则和加州规章 (CCR) §586.1 may apply for FERP. Under the terms of the current CSU-CFA Agreement, the FERP program is an entitlement program, as long as the relevant procedures are followed and courses appropriate for the faculty member to teach are scheduled.
- When must a faculty member decide whether or not to FERP?
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A faculty member must decide whether to FERP before retiring. If a faculty member retires without indicating the desire to FERP, the privilege is lost.
We encourage a prospective retiree to consult with his/her Chair/Director, Library Dean, or Counseling Services Director as early as possible. The FERP application must be completed no later than the last day in February. The completed application should be submitted to the Department Chair/Director. It will be routed to the College Dean, and Faulty Services for approval.
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- 教员退休后必须通知哪些办公室
FERP?
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除了与教师服务部门合作外,教师还必须通知 their Department Chair, their Benefits Representative in University Personnel, and a CalPERS Representative. University Personnel may be reached at 408-924-2250 and CalPERS may be reached at 1-888-225-7377.
Following are two important CalPERS publications that may be helpful to you, "Retirement Planning Checklist", & "Employment After Retirement.
另一个你可以联系的办公室是社会保障局讨论医疗保险 and other benefits. You may reach them at 1-800-772-1213.
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- What is the duration of the FERP program?
- 根据目前的CSU-CFA协议,参加FERP计划的教员 may do so for up to five (5) academic years.
- When can or must a faculty member begin FERP?
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A faculty member can only commence FERP after having been retired. A faculty member can only apply to FERP before retiring.
Participation in FERP must start at the beginning of an academic year. Faculty usually apply for FERP in the month of February before retirement.
Examples:
- You retire on July 1. You must have applied for FERP and had your application approved before July 1. Your FERP commences at the beginning of the Fall Semester, regardless of whether you teach that Fall Semester or the following Spring Semester, or both.
- You retire on December 31. You must have applied for FERP and had your application approved before December 31. Your FERP commences at the beginning of the following 不管你是教秋季学期还是下学期 Spring Semester, or both.
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- How much work may a faculty member do as a FERP participant?
- A faculty member may choose to FERP for up 50% of his/her regular time base in the 退休前的最后一个财政年度,但不得超过 year. For example, if the faculty member had a full-time appointment prior to retirement and entrance into FERP, s/he could either work for each of the Fall & Spring semesters or 1.00 for either the Fall or Spring semester.
- What if, in the year before I retire, I have a 12-month appointment?
- For teaching faculty, the FERP program is based upon academic year employment. Teaching faculty who hold a 12- month appointment must be converted to an AY appointment at the time of entry into FERP. Counselors and Librarians must work with their managers to arrange a schedule that will not exceed 960 hours per fiscal year.
- I am an MPP with retreat rights, may I FERP?
- On one condition, you must retreat to faculty prior to or on your FERP start date. As long as you are MPP, you are not eligible for the faculty status.
- May I be appointed in Special Session during FERP?
- Yes. However, such appointments should be arranged prior to entering the FERP program to ensure that time base limits and the restriction of working during the Academic Year are not violated. If FERPing at the maximum rate, Special Session teaching is only possible when the Special Session program is buying out part of the appointment. 如果在较低的时间基础上进行FERPing,则特殊会话的任命不得超过限制. 例如,如果你在一个特殊的会议上教授一门3单元的课程,那么你的FERP作业 in the regular session must be reduced by 3 units.
- May I earn additional compensation through any other General Fund source while in
FERP?
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No. There is a strict limit set by CalPERS on total employment during FERP. According to Technical Letter HR/BEN 2004-08 and pursuant to CalPERS regulations (GC 21227), 退休人员不得复职,也不得丧失或中断工作 of benefits provided by this system [CalPERS] as a member of the academic staff of a California state university, if that service does not exceed, in any fiscal year, 所有雇主的总工作时间为960小时,或该成员工作时间的50% during the last fiscal year of service prior to retirement." During the period of FERP participation, both the Agreement provisions and the CalPERS regulations apply
根据人力资源/福利2004-08,“CSU夏季就业/特别会议/延期 is not available to participants who are employed at 50% for the academic year (or 相应的限制图书馆员或顾问),因为他们已经达到了 the allowable employment limit." CSU employees may, consistent with campus policies governing outside activities, be employed outside the CSU system. However, conflicts of interest are not permitted.
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- May I teach during summer session while participating in FERP?
- No. FERP Instructional faculty may only work during the Academic Year (AY).
- 我可以通过菠菜网lol正规平台研究基金会或Tower基金会获得额外的补偿吗
while in FERP?
- Yes. These 2 entities are not CalPERS employers. See letter of October 20, 2009 [pdf].
- 在最后一整年休假会对我的FERP资格有什么影响
preceding my retirement?
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Leave of absence without pay in the fiscal year prior to retirement affects how much FERP faculty may work during FERP.
Example:
- 50% leave without pay in AY 2022-23
- Retired with CalPERS 8/16/2022
- 从2022-23年开始的FERP限制在25%的分配(一半的分配在财政上) year before retirement)
- FERP schedule could be 0.25 FTE AY or 0.50 FTE for one semester
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- What is the effect on my FERP eligibility of doing a PRTB (Pre-Retirement Reduction
in Time Base)?
- A pre-retirement reduction in time base effects a permanent reduction in a faculty member's "regular time base," and therefore establishes a less than full-time basis upon which the University must calculate the 50% work load allowed during the FERP eligibility period is calculated.
- How much do I earn if I FERP, and what is the effect on my retirement earnings?
- Employment under FERP is at the same rank and salary rate as the participant had in the academic or fiscal year immediately prior to retirement, with the total academic year salary prorated by the time base during FERP. At the same time, a faculty member collects full retirement payments. Retirement deductions are no longer taken from the monthly FERP paycheck.
- What if the year before I retire I work in a special session appointment?
- Special Sessions do not count toward establishing the "regular time base" (Article 29.6) used to establish the basis for FERP pay or units.
- May I choose to participate in FERP for less than 50%-time base?
- Yes. A request to reduce the time base below 50% (or to change the 1.0 semester from 从春季到秋季或从秋季到春季)需要通过您的备忘录来处理 your Department Chair and Dean to the Senior Director of Faulty Services. However, once approved, that reduced time base shall continue for the duration of the FERP appointment. Once you have moved to a lower time base you will not be allowed to move back to a higher time base.
- May I change my teaching from one semester to another?
- Yes, a request to change the "active" semester from Spring to Fall or from Fall to Spring needs to be processed via a memo from you through your Department Chair and Dean to the Senior Director of Faulty Services.
- On what schedule may I work while in FERP?
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圣何塞州立大学过去的做法是允许双方的预约 agreeable to the faculty member and his/her Chair and Dean. Changes in the initially approved appointment (e.g. 50% over 2 semesters or 1.00 in one semester) must be recommended by the Chair and the Dean and approved by University Personnel-Faulty Services.
If it is not possible to reach mutual agreement about the change of appointment that is deemed by the President to be pragmatically necessary, the President may alter the schedule upon notice to the faculty member in FERP one hundred twenty (120) days in advance.
Note: This means that no change in appointment – which means no change in the number of units to be taught, in the semesters during which teaching is to take place, can be imposed upon the faculty member in FERP without 120 days' notice. The term appointment as it is used here does not refer to the issue of which courses are to be taught or at what time of day or day of the week they are to be taught. It only refers to the number of units per semester. Work assignments as to courses and times within a semester, and as to assignments to advising and committee work within a semester, remain the 管理权,通常委托给“适当的管理员” the Dean, although the usual consultative procedures are to be followed.
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- Am I expected to serve on committees while FERPing? Are there any limitations as to
the committees upon which I may be asked to serve?
- Yes, and yes. Faculty members in the FERP program are considered tenured faculty and are expected to perform regular advising and other normal duties. When serving on a committee, you have the same voting or other rights as any tenured faculty member. You are expected to provide service and participate in shared governance activities at a level commensurate with your appointment level. With permission of the Senior 故障服务主管你可以在招聘委员会或RTP委员会任职.
- What priority do I have in course assignments?
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According to the current CSU-CFA Agreement, courses are assigned in the following priority order:
- Regular Full-Time (Probationary or Tenured) Faculty and FERP Faculty
- Teaching Associates, Volunteers, Administrators
- Temporary Faculty following Article 12.29
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- 如果一个学期没有安排我能胜任的课程怎么办
to teach?
- If this is a short-term, one-semester, situation then the expectation is that the faculty member in FERP and his/her Chair will work out a new schedule in which the faculty member can teach his/her full FERP load that academic year. That revised schedule would then need to be approved by the relevant Dean and then by the Senior Director of Faulty Services. If the Chair/Dean and the faculty member in FERP cannot reach agreement then the procedures described below, in the next question and answer, will be used.
- What happens if, for budgetary or programmatic reasons, my department will not offer
during a given academic year a sufficient number of classes which I am qualified to
teach to permit me to teach my full FERP load? Might I be laid off?
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The simple answer is, yes – but only after all other possibilities are explored and exhausted, only in accord with detailed procedures described below, and only as the last available option.
如果由于计划或预算原因,该教员所在的院系 in FERP belongs will not offer a sufficient selection of classes during an academic year in the areas of expertise of the faculty member in FERP to employ the faculty member to the extent to which s/he is otherwise entitled, we would have to consider the possibility of a layoff of the faculty member in FERP.
如果裁员是必要的,现行CSU-CFA协议第38条将适用。 and Article 38.11 determines the order of layoff – namely a faculty member in FERP could not be laid off if there were Part-Time or Full-Time Temporary faculty in the 计划教授FERP教员合格的课程的系. But, according to the same article, faculty members in FERP do not have a priority over full-time Tenured or Probationary faculty.
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- 除因课程供应不足而裁员外,还有其他情况
under which a faculty member in FERP can be terminated?
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在特殊情况下,《菠菜网lol正规平台》可以例外 and these are described in detail in Article 38.20 of the current CSU-CFA Agreement. 简而言之,例外情况可能是由于教员拥有学术/专业学位 specialization that is needed and non-interchangeable.
While the "Unit of Layoff" is the academic Department (or its equivalent), and while being in the FERP program is a Departmental-specific appointment, at San José State 大学,将努力探索是否在其他部门/部门/项目教学 might be substituted for work in the home Department.
However, it must be understood that this is not entitlement, but rather something 这必须是FERP所有部门/项目的教员都能接受的 Chairs/Directors, Deans involved, and to University Personnel-Faulty Services.
In any event, it should be understood that layoffs would be the last option chosen and that, ultimately, all layoffs must be approved by the President.
In addition, as with any faculty member, a faculty member in FERP may be terminated for cause or for failure to meet the employment commitment.
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- May I choose to have Social Security contributions continue?
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No. Some faculty retire under CalPERS and enter the FERP program, but choose to delay receiving their Social Security until they are older to avoid reductions in those payments. In that case, they might wish to have Social Security contributions continue from their FERP salary, but that is not possible. Under the agreement between the State of California and the federal government, once a faculty member retires under CalPERS, the State may not withdraw Social Security from your check and it will not make contributions on your behalf.
Can someone be hired as a part-time lecturer and also receive the FERP salary? - No. 根据加州公务员退休基金退休的人不能以任何理由工作超过一半时间 (for the State of California) without jeopardizing his/her retirement status. Also, "half-time" is defined on the basis of half of the final year of appointment (up to 最后一学年的全日制课程最多可达30个单元 before s/he retired.
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- Can faculty work as Part-Time lecturers in the years after they complete FERP?
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是的,但他们从分配顺序的底部开始,没有偏好 for work over incumbent lecturers. The 180 day clock starts running as of the date 因此,已经完成了FERP的人不必再等待额外的退休金 180 days before coming back as a retired annuitant lecturer.
这些教员可以作为兼职讲师开始教学,最长可达一半时间 (退休前最后一整年正常时间基数的50%),如所述 above. Therefore, a faculty member who had been full-time, and then 50% in the FERP 项目可以在FERP任命结束时担任兼职讲师 at no more than 50%.
However, the faculty member who was formerly in the FERP program would be in a new category in the Order of Work, and that is the last category (See answer for What Priority do I have for course assignments? above). So, as a part-time lecturer a new salary would be based on an agreement between the faculty member and his/her Department/School. S/he does not automatically resume at the salary rate and rank at which s/he was previously paid. Also, part-time faculty are not compensated for committee work. If a part-time faculty member teaches a 3-unit 当然,这样一段时间的兼职工作和任何临时工作是一样的 faculty unit employee, rather than the entitlement afforded to faculty members in FERP.
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- Can I carry over any sick leave time into my FERP period? Do I accumulate sick leave
while in FERP?
- Yes, and yes. You may carry over up to forty-eight (48) hours of sick leave from your pre-FERP total, if you choose to reduce your accumulated sick leave by that amount for service retirement credit. During any semester in which you FERP full-time, you 每个合格的学术工资期可以继续累积八(8)小时的病假吗 up to a maximum of 160 hours. Such accumulation shall be pro-rata for less-than-full-time participants.
- May a faculty member take a leave of absence while in the FERP program and what is
the effect of such a leave?
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A request for a leave of absence without pay will be considered only for reasons of personal illness (that is, the FERP participant's illness) and may extend up to a maximum of one full year within any one fiscal or academic year of FERP eligibility. Under the current CSU-CFA Agreement, a FERP participant is entitled to a single such leave during the entire period of FERP eligibility (note that Article 22 does not apply to FERP participants). Any leave time taken, regardless of type or duration, will not extend the total period of FERP eligibility.
例如,如果一名FERP教员请了一年无薪假,那么该教员 member would then actively participate in FERP for only the total number of years minus one. The year of leave may not be added to the end of the FERP period to extend the period of eligibility.
The University is committed to complying with both the Federal Family & Medical Leave Act (FMLA) and with the California Family Rights Act (CFRA) and does so under the terms of the Revised CSU Family Medical Leaves (FML) Policy (Technical Letter HR 2014 02 [pdf], dated 9-15-14). Under the terms of this CSU policy, FERP faculty, like all other faculty, are eligible for FML for any one of the following reasons:
- To care for a child following the birth or placement with the employee for adoption or foster care;
- 照顾雇员的配偶、登记同居伴侣、子女或父母(非 parent- in-law) who has a serious health condition,
- The employee is unable to perform the essential functions of his/her job due to a serious health condition.
- Qualifying Military Exigency Leave (MEL) arising out of the fact that the employee's spouse, registered domestic partner, son, daughter, or parent is on active military 在国民警卫队或预备役服役,或被征召到国民警卫队服役 Guard or Reserve in a "contingency" military operation.
- Service Member Care Leave (SMCL) for a covered service member with a serious injury 如果雇员是配偶、注册同居伴侣、儿子、女儿, parent, or next of kin of the service member.
For numbers 1-4 above, the maximum leave without pay during any year under the FML 保单有效期为12周,自FML开始之日起,为期12个月. 就上述第5项而言,指在FML政策下任何一年的最长无薪假期 is 26 weeks in a rolling 12-month period beginning with the date that FML commences.
FERP participants are also entitled to both carry-overs up to 48 hours of sick leave into their FERP period and to accumulate new sick leave while in FERP.
The combined effect of these two leave policies is that:
- 除非是出于其他原因,否则不接受无薪休假的申请 of personal illness or for other purposes covered under the FMLA policy;
- under the current CSU-CFA Agreement, only one leave of absence without pay will be granted during the entire FERP period and that leave may be for up to one academic year, but must be for reasons of personal illness only;
- if a faculty member takes a leave without pay under (2), the first twelve weeks also (3)在该年度(12个月期间)履行FML保单项下的义务;
- If one takes FML-qualifying sick leave with pay, that time also satisfies a portion of the twelve-week obligation under the FML policy for that year (12-month period).
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- What other benefits am I entitled to while in FERP?
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The benefits available to faculty members in FERP if eligible are:
- Health Insurance and dental insurance at the same benefit level that was in effect at the time of retirement. After FERP is completed, the dental drops to the basic benefit. Both health and basic dental continue for life, even after the FERP program ends.
- The vision plan is given each year to faculty who are in FERP. After FERP, the vision plan ceases.
- 在教师授课的学期中,员工可以继续向tsa捐款 under FERP, but not during the rest of the year. Such contributions cease when FERP ceases.
- As explained earlier, no Social Security contributions may be made while in FERP, 但如果你符合条件并且是教员,你可以选择领取社会保障金 member so chooses. Post retirement income is subject to mandatory Medicare coverage.
- 国家提供的人寿保险和长期伤残保险后不再继续 retirement; that is, these insurance programs are not in effect either during the FERP period or thereafter. Due to their retirement status, FERP faculty are not eligible for NDI and IDL programs; FERP faculty are eligible to receive Workers' Compensation Temporary Disability payments for work-related injuries.
- FERP教师只有在他们积极参与的学期才有资格获得学费减免 employed.
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- I am currently a full-time tenured faculty member. If I receive a five-year University
Faculty RSCA Assigned Time award and decide to FERP in two years, will I continue
to receive the RSCA assigned time while I'm in FERP?
- No. Only full-time faculty members can receive the benefit of the University Faculty RSCA Assigned Time award. Once you begin the FERP program, you would no longer be eligible.
- How can I compare entering into the FERP program with entering into the PRTB program?
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There is a PRTB/FERP Comparison Calculator.
For more information on the PRTB program see Article 30 of the current CSU-CFA Agreement [pdf].
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Additional Information
- PRTB and FERP Calculator
- Faculty Early Retirement Program Request Form [DocuSign]
- FERP & Additional Employment [pdf]
- Article 29 Faculty Early Retirement Program [pdf]
- Post-Retirement Employment: CalPERS' Retirees [pdf] (requires 菠菜网lol正规平台One/CSU login)
- Contact University Personnel-Faculty Services at 408-924-2450 if you have additional questions.