Simon Fraser University
Engaging the World

Policies and Procedures

Policies and Procedures / Policy Gazette / Academic / Appointment of Retired Faculty, Lecturers, Laboratory Instructors, Librarians and Archivists (A 12.10)

Appointment of Retired Faculty, Lecturers, Laboratory Instructors, Librarians and Archivists

Date

September 13, 1999

Revision Date

October 19, 2009

Number

A 12.10

Revision No.

A


1.1 After retiring from the University, no employee has a right to a post-retirement contract. However, some retired faculty members, lecturers, laboratory instructors, librarians and archivists may be offered full or part-time post-retirement appointments at the discretion of the University1. Any bargaining unit member who is hired after retirement to teach, shall be appointed under this policy. Data abstracted from all post-retirement contracts, specifying the duties, the compensation and the relevant teaching norms, shall be given each semester to the Faculty Association.
 

1.2 If all the following four conditions are met, the University has the option of offering a post-retirement contract to a retired faculty member, lecturer or laboratory instructor:

  1. The department2 has specific teaching, research or administrative needs;
  2. Funding is available at the Faculty level to meet these needs;
  3. The individual recommended for a post-retirement contract has the expertise required for the tasks and all other relevant qualifications; and
  4. The department indicates its support for offering an appointment to the retiree: for appointments of one semester, this support may be constituted by the assent of the chair, but for all appointments of two semesters or more, and all appointments falling under 2.a), 3.a) and 3.b) below, the support of the Appointments Committee for offering an appointment to the retiree is required. (For appointments which do not involve departmental responsibilities, e.g., Academic Advice, departmental support would not be required.)

1.3 If all the following four conditions are met, the University has the option of offering a post-retirement contract to a retired librarian or archivist:

  • a. The Library or Archives has specific needs;
  • b. Funding is available in the Library or Archives budget to meet these needs;
  • c. The individual recommended for a post-retirement contract has the expertise required for the tasks and all other relevant qualifications; and:
  • d. In the case of a Librarian II or III, the division is consulted about offering a post-retirement appointment to the retiree, and the Division Head recommends an appointment to the University Librarian;
  • d.2 In the case of a Librarian IV, the division and the Library Management Group is consulted about offering a post-retirement appointment to the retiree, and the University Librarian recommends an appointment to the Vice-President, Research.
  • d.3 In the case of the Associate University Librarian, the Library Management Group is consulted about offering a post-retirement appointment to the retiree, and the University Librarian recommends an appointment to the Vice-President, Research.
  • d.4 In the case of an Archivist, the Dean of Student Services recommends an appointment to the Vice-President, Academic.

1.4 Appointments shall be concluded according to A10.01.

  1. Retired Faculty Excluding Lecturers

    2.a Retired faculty members who are appointed to full-time positions which require them to perform the full range of duties expected of tenure-track faculty, i.e. teaching, research and service, shall receive no less than their pre-retirement salary and shall be eligible for salary scale increases, research semesters and all benefits listed in appendix 1. Appointees are not eligible for sabbatical leave. These post-retirement appointments would be made only in exceptional circumstances.

    2.b Part-time appointments for retired faculty may include duties that fall into one or both of the following categories:


    1. those which involve a full teaching load

    2. those which involve a partial teaching load and

    3. those which require the faculty member to do research and/or service.

      Compensation for a full teaching load (2.b.i) shall be set by the Dean in negotiation with the retired member provided that the compensation shall be not less than $40,000 per annum for four regular courses (or their equivalent).

      Compensation for a partial teaching load (2.b.ii) shall be set by the Dean in negotiation with the retired member provided that on a per course basis, the compensation shall be not less than that stipulated in A 12.09, the Sessional Lecturer Policy.

      Research Advance Persons appointed under 2.b. shall receive an accountable research advance provided that,


      1. their contracts require them to fulfill teaching duties, and

      2. their contracts do not require them to fulfill research duties.

      For full-time teaching, the accountable research advance shall be $2,000 per annum; the advance shall be pro-rated for a reduced teaching load.

      Compensation for research or service duties (2.b.ii) shall be determined by negotiation between the Dean and the retiree. The compensation shall be modified by the same percentage as the negotiated modification to the faculty salary scale.

      Benefits

      Faculty on part-time post-retirement appointments shall be eligible for benefits listed and noted in appendix 1. These appointees shall not have a right to a research semester and shall not be eligible for study leave.


  1. Retired Lecturers, Librarians, Laboratory Instructors and Archivists

    3.a Retired Lecturers, Librarians, Laboratory Instructors and Archivists who are appointed to full-time positions which require them to perform the full range of duties performed prior to retirement shall receive no less than their full pre-retirement salary and shall be eligible for salary scale increases, and benefits listed and noted in appendix 1. Appointees are not eligible for study leave or professional development leave. These appointments would be made only in exceptional circumstances.

    3.b Part-time post-retirement appointments of Lecturers, Librarians, Laboratory Instructors and Archivists may also be made, in which case the salary would be pro-rated accordingly. Appointees would be eligible for salary scale increases beginning July 1992 and benefits listed and noted in appendix 1. Appointees are not eligible for study leave or professional development leave.

  1. Normally, appointments under this policy shall be for a term of one year, but may be shorter or longer, with a maximum length of three years.

  2. All appointments terminate at the end of the specified term. This does not preclude a subsequent appointment, provided that the four conditions specified in 1.2 or 1.3. are satisfied anew.

  3. Terms of appointments under this policy should be agreed upon at least four months prior to the start of the contract, whenever feasible.

  4. Persons appointed on post-retirement contracts shall not be eligible to stand for election for the Tenure and Promotion Committee, the Faculty College, the Senate or the Board of Governors.

  5. Appointees will be responsible to the Department Chair or equivalent, or the University Librarian for assigned duties.

  6. A 11.01 - 11.06, Renewal, Tenure and Promotion, and A 20.01 Faculty Salaries, do not apply to persons appointed under the terms of this policy.

  7. A person covered by this policy who is recommended for dismissal for cause shall have recourse to Policy A 30.09 - Disciplinary Measures.

1 In this policy, reference to the Dean and the Department shall be taken to include the University Librarian and the Vice-President, Academic for appointments of Librarians and Archivists, respectively, unless there are specific sections dealing with Librarians and Archivists.

2 Department, School or Faculty.

Appendix I
Benefits for SFUFA Bargaining Unit Members with Post-Retirement Contracts
Medical Services Plan Yes Employee pays 100%
Extended Health Care Plan Yes SFU pays 100%
Dental Plan (80/50/Ortho) Yes SFU pays 100%
(Retirees who are eligible for retiree benefits must choose between the post-retirement benefits above, the retiree health benefits or no benefits.
Basic Life Insurance No  
Optional Life Insurance Yes Employee pays 100%
AD&D Yes SFU pays 100%
Optional AD&D Yes Employee pays 100%
Long Term Disability No  
Sick Leave All appointees would get up to 6 months salary or to the end of the contract whichever is the shorter. No appoointee shall be entitled to more than 6 months paid sick leave for all contracts and all illnesses combined.
SFU Pension No if the employee is receiving his/her pension. Yes if the employee is not receiving his/her pension.
Tuition reimbursement Yes  
Tuition waiver for family Yes  
Workers' Compensation Yes SFU pays 100%
Vacation Post-retirement employees on contracts of 1 year or longer would have the same vacation entitlement as long-term employees; Post-retirement employees on contracts of less than one year have the same vacation entitlement as limited term employees.
Parental Leave N/A  
Homeowners' Insurance Yes Employee pays 100%
Business Travel Protection Yes SFU pays 100%
Gym Membership Yes SFU pays 100%
Study/Professional Development Leave No  
Study leave No  
Professional Development Expense Reimbursement Yes/No 2.a) and 3.a) appointees would receive the allowance; all others on post-retirement appointments would not.
Relocation expenses No  
Mortgage Assistance No  
Microcomputer subsidy No