Before the faculty member negotiates arrangements for a transitional terminal leave,
the faculty member should meet with a Benefits Office staff member
to discuss retirement eligibility, income options, benefits coverage, required
paperwork, post-retirement employment constraints, and the optimum date of
retirement. A letter confirming
the meeting has occurred is signed by the Benefits Office staff member and
forwarded to the chair/unit head of the faculty member’s tenure home.
During the period of Transitional Terminal Leave, the faculty member is required to perform services for the University at a level of at least 25% of the faculty member’s full-time commitment over the prior 36 months. As such, the faculty member and department chair should document the services the faculty member will be performing in a letter or memorandum, which will be referenced in and attached to the Transitional Terminal Leave Agreement.
The department chair/unit head and the faculty member should then draw up a draft of
the Transitional Terminal Leave
Agreement, using the University's template. If the faculty member has a joint appointment with funding
of the terminal being the responsibility of both units, each unit head must
be consulted in drawing up the transitional terminal leave agreement. Note
that transitional terminal leave agreements usually preclude other preretirement arrangements
such as boosts to salary and postretirement returns to employment. See the University's
Policy on Transitional Terminal Leave for additional guidelines.
The draft of the Agreement, including the letter or memorandum describing the work to be performed during the Transitional Terminal Leave period referenced in and attached to the Agreement, and Benefits letter
must be forwarded to the Associate Provost for
Faculty Affairs who will, after consulting with the Office of General Counsel and the
Office of Personnel and Budgetary Affairs, offer guidance to the faculty
member’s unit head. Transitional terminal leaves are not offered routinely. Strong
justification is required for the granting of such leaves and the unit head
may wish to include a memo stating these justifications. Once preliminary agreement has been obtained, the unit head gives the faculty
member the Transitional Terminal Leave Agreement. Faculty have a minimum of 21 days to consider the agreement, and are encouraged to consult with an attorney before signing. (The faculty member may sign before the expiration of the 21-day consideration period, but by doing so, they are voluntarily waiving the 21-day consideration period and warranting that they have had sufficient time to review and consider the terms.) If the terms are acceptable, the faculty member should submit the signed agreement to the chair. The faculty member has seven days to revoke the Agreement after signing, and, if they wish to do so, they must comply with the specific notice revoation provisions set forth in the agreement.
The chair signs the agreement and forwards it, including any attachments, and the benefits letter to
the dean. (When the appointment is joint, all participating unit heads and deans must sign the agreement.) The dean signs the agreement and forwards it and the benefits letter to the Associate Provost for Faculty Affairs, 2117 Main Administration Building. The Associate Provost forwards the agreement and attachments to the Provost for signature, and then to the President for signature.
The president's signature is required in order to create a binding obligation on the part of the University.
The Agreement becomes effective and enforceable after the faculty member, all necessary chairs and deans, the Provost, and the President have signed, provided that the faculty member has not provided notice of revocation and more than seven days have elapsed since the faculty member signed.
of the terminal leave are distributed to the faculty member, chair, dean,
and the payroll and personnel officers. The original material is
kept in the Office of the Provost. If the president
fails to approve the transitional terminal leave, a new transitional terminal leave agreement may be