Key Contacts 

If you have questions, please contact your Department Human Resources Representative.

Applicability  

Faculty 

Note: Per CLAS policy, staff may be approved for phased retirement on a case-by-case basis but are not eligible for the 10 % supplement. 

Policy Purpose and Description  

Please refer to:

University Operations Manual Phased Retirement Program

University Human Resources Phased Retirement Eligibility Process

Provost Change of Status – Phased Retirement

Definitions

N/A

Procedure 

How to apply

Faculty applying for phased retirement should consult with their DEO/s prior to initiating the request form. 

Forms  

Request to Participate in the Phased Retirement Program

Frequently Asked Questions  

Who should I call if I have questions filling out the form?

Contact your departmental HR representative for assistance.

In the Phased Retirement policy, it says “In the first year of a two-year phasing period (or in the first and second years of a there-year phasing period), the salary received will reflect the reduced percent time plus, at the discretion of the institution, up to an additional 10 percent of the budgeted salary had the person worked full time.” Will CLAS provide the 10% supplement?

Yes, unless the faculty member is 100% supported by research funds that do not allow the supplement. Staff may be approved for phased retirement on a case-by-case basis but are not eligible for the 10 % supplement.

How will my phased retirement affect my faculty review?

Faculty currently in the phased retirement program will continue to have an annual review conducted until they are within the final academic year of their retirement date. They will be exempt from the annual review in the final academic year. Tenured faculty will also be exempt from their five-year peer review while enrolled in the phased retirement program.
You will not have a required faculty review in the final year of phased retirement.

 Will my PTEA be adjusted while in phased retirement?

If necessary, the College, in consultation with the department, will determine whether suitable adjustments to the PTEA form should be made during the phased retirement period.

As a faculty member, can my teaching load be split unevenly during phased retirement?

With DEO and Area AD approval, faculty in the Phased Retirement program may elect to split their teaching to have a semester with zero teaching effort. However, the total workload allocation must be the same during the fall and spring semesters. For example, a faculty member normally teaching a 2/2 load may teach a 2/0 load in the program, so long as during the semester with no teaching, the faculty member is engaged in research and service at the same percentage as the overall effort in the teaching semester.

In this example, if the faculty member is reducing to 65% in year one, they could potentially work:

Fall Semester:

• Teach 2 courses at 40%
• Research at 20%
• Service at 5%
• Total: 65%

Spring Semester:

• Teach 0 courses at 0%
• Research at 45%
• Service at 20%
• Total: 65%

It is not allowable to average different workloads between the fall and spring semesters. This means a faculty member could not work 80% in the fall and 50% in the spring with the goal of averaging 65%.

Will I be eligible for a merit salary increase while on phased retirement?

No. CLAS faculty on phased retirement will not be considered for a merit salary increase.