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Office of Human Resources


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Policies/Information - Partial/Phased Retirement Policy

Authority

The labor agreement between the University of Maine System and Associated Faculties of the University of Maine System(AFUM)and The Handbook for Non-Represented Faculty, Professional, and Administrative Staff (“Handbook”) provides for participation in a Partial/Phased Retirement Program (PPRP) under certain conditions. A description of the PPRP is detailed in a Memorandum of Agreement between the University of Maine System and AFUM.

Purpose

The University is committed to maintaining the highest possible quality of faculty and non-represented faculty, professional and administrative staff in support of its core mission of teaching, research, and public service. To that end, PPRP proposals must contribute to the achievement of these essential University goals, and will not normally exceed three years in length. A PPRP proposal for longer than three years must include a justification for additional years for extraordinary and/or non-recurring circumstances.

Eligibility

The current conditions for employee participation under the provision of the labor agreement and/or the Handbook are: 1) the applicant must be at least 55 years of age and have completed at least 10 continuous years of full-time regular University of Maine service; or 2 )the applicant’s age in years and length of continuous full time University service must total 73 or more years. These provisions are subject to the collective bargaining process for represented faculty, and/or to amendment by the University of Maine System Board of Trustees with respect to the Handbook.

Approval Process, Represented Faculty

Requests for approval of a PPRP proposal by represented faculty should be made to the Department Chair, who must then initiate an approval process described in the Procedures for Partial/Phased Retirement Program.

Approval Process, Non-Represented Faculty, Professional, and Administrative Staff

Requests for approval of a PPRP proposal by employees covered by the Handbook should be made to the immediate supervisor. The Dean, Director, or Department Head must initiate an approval process described in the Procedures for Partial Phased/ Retirement Program.

This policy supercedes any previously dated or undated policy.

May 1, 2003

Procedures for Intiation and Approval of Partial/Phase Retirement Program Proposals

Represented Faculty

Eligible faculty members’ must provide a proposal for Partial/Phased retirement Program . participation to the Department Chair that contributes to the Unit’s mission and is favorable to the Institution. The University strives to maintain the highest possible quality of teaching, advising, research and public service. PPRP proposals that have the effect of filling reduced teaching loads with part-time non-tenure line appointments are discouraged. PPRP proposals that include funded release time normally will not be approved.

PPRP proposals recommended for approval by the Department Chair will be forwarded to the appropriate Dean for his or her recommendation. Favorable recommendations from the Dean will be forwarded to the Executive Vice President and Provost and his or her recommendation and, if approved, to the President for his or her recommendation to the Chancellor.

All PPRP proposals require approval by the Office of the Chancellor. Faculty members may request clarification or withdrawal of the PPRP proposal at any time prior to review by the Chancellor.

PPRP proposals not approved below the chancellor level may be appealed to the Office of the chancellor. Or, if disapproved by the Chancellor, it may be appealed to a Review committee as specified in the Memorandum of Agreement. Decisions regarding PPRP proposals are not subject to the grievance procedure.

Non-represented Faculty, Professional, and Administrative Staff

Eligible employees must initiate a proposal for Partial Phased Retirement Program participation that is favorable to the Institution. The University strives to provide the highest quality of professional and administrative services and programs in support of the core academic mission. PPRP proposals that have the effect of adversely impacting the effectiveness and/or the delivery of such services are discouraged.

PPRP proposals recommended for approval by the immediate supervisor will be forwarded to the appropriate Dean, Director, or Department Head. Favorable recommendations from the Dean, Director, or Department Head will be forwarded to the Executive Vice President and Provost for his or her recommendation to the President for final approval. .

Employees may request modification or withdrawal of the PPRP proposal at any time prior to the review by the President. There are no appeals beyond the President; however, nothing will preclude submission of an amended PPRP proposal should the President disapprove the initial proposal.

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Contact Information

Office of Human Resources
5717 Corbett Hall
Orono, ME 04469
Phone: (207)581-1581E-mail: hr-um@maine.edu
The University of Maine
Orono, Maine 04469
207.581.1110
A Member of the University of Maine System