Faculty Affairs and Success

Faculty Early Retirement Program FAQs

  • What is the Faculty Early Retirement Program?
    The Faculty Early Retirement Program (FERP) is a program that provides a transition from full-time teaching to full-time retirement. It allows a faculty member to receive his/her retirement income plus receive up to one-half of a year’s salary for teaching one semester each year or half-time both semesters each year. The program allows a faculty member to work a maximum of ninety (90) days per year (or 50% of the faculty member’s regular timebase in the year preceding retirement) while receiving full retirement income from the Public Employees’ Retirement System (PERS).
  • Are lecturers and coaches eligible for FERP?
    Lecturers and Coaches are not eligible for the Faculty Early Retirement Program. According to Article 29.1 of the Collective Bargaining Agreement, the program is available only to tenured faculty.
  • Do I have to receive approval to enter this program?
    FERP is an employment right guaranteed to tenured faculty under Article 29 of the CBA. A tenured faculty member cannot be denied entrance into the program, provided that all the conditions specified in Article 29 of the CBA are met.
  • How long may I participate in FERP?
    Faculty retiring under the current CBA may participate for a maximum of five (5) academic/fiscal years in the program. Pursuant to Article 29 of the current CBA, faculty shall be entitled to the yearly period of employment for no more than five (5) consecutive academic or fiscal years. The length of possible participation for individuals entering FERP after the expiration of the current CBA is subject to negotiation between the CSU and CFA.
  • Are there any deadlines that must be met?
    Yes. A faculty member wishing to participate in the program, must notify the President (or designee) in writing (by completing the Notification of Intent to FERP form (PDF)) at least six (6) months in advance of the beginning of the academic year in which participation in FERP is to commence.
  • What happens if I miss the deadline date for notifying the President in writing but still want to FERP?
    Article 29.2 states that the President may waive the required six (6) month period for the written notification. However, they are not required to do so. Granting of waivers will be judged on the merits of each case.
  • What type of documentation do I receive to verify that I will be allowed to participate in the program?
    After you provide the President (or designee) with written notice, prior to the six month deadline, of your intent to enter the program, the President (or designee) will acknowledge your notice and provide you with confirmation that you have been approved for FERP. Once you and the President (or designee) have signed the Notification of Intent to FERP form, a contractual relationship between you and the University will be established for the time that you continue in this program.
  • May I retire after the fall semester and start my FERP participation in January at the beginning of the spring semester?
    No. Article 29.5 states that participation in FERP shall commence at the beginning of the campus academic year.
  • If my birthday is in September, can I begin FERP in August but delay my retirement?
    No. Article 29.5 states that participation in FERP shall commence at the beginning of the campus academic year.
  • What is the maximum FERP employment time base for instructional faculty?

    While participating in FERP, your post-retirement employment will be limited by both the CBA and PERS. Article 29 of the CBA limits your total CSU employment to 90 days per fiscal year or 50% of your regular timebase in the year preceding retirement.

    The period of employment during each campus academic year shall be based on the needs of the department and must be approved by the Dean, and specified in an appointment letter to the participant.
    FERP employment is available in two options:

    • Full-time employment in the Fall or the Spring semester, not to exceed 90 workdays. Normally 12 units of instruction, plus 3 units of instructionally-related activities.
    • Half-time employment for the academic year (not to exceed 50% of the employee’s time base in the year preceding retirement, full-time equivalent is 12 units of instruction and 3 units of instructionally-related activities). Normally, 6 units per semester, plus 1.5 units of instructionally-related activities. 

    Note: Faculty can elect a lesser time base than stated above but cannot increase their time base throughout the five-year period.

    A FERP participant who was in the Pre-Retirement Reduction in Time Base (PRTB) program immediately prior to retirement and who elects the FERP employment option of 50% of the regular time base in the year preceding retirement, would be limited to 50% of the PRTB time base as a FERP participant. For example, if a FERP participant was working half-time as a PRTB employee at the time of retirement, then they would be eligible for FERP employment at 25%.
  • What is the maximum FERP employment time base for Librarian faculty?

    While participating in FERP, your post-retirement employment will be limited by both the CBA and PERS. Article 29 of the CBA limits your total CSU employment to 90 days per fiscal year or 50% of your regular timebase in the year preceding retirement.

    Librarian FERP employment is available in the following options:

    • Full-time employment (40 hours per week) not to exceed 960 hours (in slight excess of 5 months).
    • Half-time (20 hours per week) not to exceed 960 hours or approximately 11 months.
    • Half-time employment in the 10-month classification with 2 months off per year.

    Librarians continue to earn vacation while on FERP and are encouraged to use vacation credits during their FERP employment.

    Note: Librarian faculty can elect a lesser time base than stated above but cannot increase their time base throughout the five-year period.

  • If I am a participant in the Pre-Retirement Reduction in Timebase (PRTB) program, could I retire from that program and participate in FERP?

    Yes. You could work full-time one semester. However, if you sought to work both semesters, you could only work half of the time base you were working in PRTB at the time of retirement. For example, if you were .50 in the PRTB program, you could work full-time one semester or .25 both semesters under FERP.

  • May I determine the semester I work?
    Normally, the period of employment you request will be approved and every effort will be made to accommodate your request. However, the President (or designee) may determine that it is necessary, due to programmatic needs, to assign you to a different period of employment. The Department Chair and the Dean may be asked to review your request and make a recommendation to the President (or designee). Should there be a disagreement, a mutually acceptable outcome will be sought. However, if mutual agreement cannot be reached, the President (or designee) can alter the period of employment, provided that you receive a one hundred twenty (120) day notice.
  • May I change my term of employment after I have begun my FERP participation?

    You may request a change in your term of employment and every effort will be made to accommodate your request. However, due to programmatic needs, the Department Chair and Dean may not be able to recommend approval of your request to the President (or designee). Whenever possible, requests for a change in the term of employment should be made at least one semester prior to the academic year in which you wish to make the change. Changes will normally become effective at the beginning of an academic year. Mid-year changes which would result in your working more than one semester in an academic year or more than half-time (50%) during both semesters in the academic year cannot be approved. For example, you could not teach full-time in the Fall semester and then change to half-time the following Spring semester.

    FERP Participants may request a reduction in timebase and/or a change in their period of employment by submitting the Request for Change in FERP Period of Employment form. The completed form should be submitted to the college/unit AA/S for routing through Adobe Sign.

  • Is it possible for me to reduce my timebase once I enter FERP?

    Yes, in mutual agreement with the Dean and Department Chair. Be advised that your reduction shall continue for the duration of your FERP appointment. You will not able to increase your FERP timebase once you have received a reduction. Your written request is required with Dean and Chair approval.

    FERP Participants may request a reduction in timebase and/or a change in their period of employment by submitting the Request for Change in FERP Period of Employment form. The completed form should be submitted to the college/unit AA/S for routing through Adobe Sign.

  • May I resign from FERP prior to completion of the five-year program?
    Faculty may resign from FERP at any time during the five-year program. The faculty member should submit a letter to his/her Department Chair and the appropriate Dean indicating the specific resignation date. A copy of the resignation letter should be forwarded to Faculty Affairs and Success.
  • May I be employed for summer/winter session?

    No. Article 29.14 prohibits additional employment within the CSU or its auxiliary organizations beyond the FERP contract period.

  • May I take a leave without pay while in FERP?

    Normally, no; however, Article 29 allows participants to take one leave without pay for documented medical reasons for all or part of the period of employment. While the leave does not affect continued participation in FERP, the year in which you took a medical leave would count as one of your five years of participation in the program.

  • What provisions are made for sick leave?

    Usually, when a faculty member retires, they have any remaining sick leave credits converted to PERS retirement service credit. You may elect to carry forward up to six (6) days, or forty-eight (48) hours, of sick leave credits into FERP. While in the program, you will earn sick leave credits on a pro rata basis for up to six days (or forty-eight hours) a year and you may accumulate a maximum of twenty (20) days of sick leave credits, or one hundred sixty (160) hours, during your participation in the program. This sick leave may not be added to your retirement service credit at the end of your FERP participation

  • What are my normal duties during my term of employment under FERP? Am I expected to serve on committees while FERPing?

    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.

  • Do I receive any insurance coverage while I am working?

    You will be covered for workers’ compensation and the CSU will provide a CSU dental plan on the same basis as such a plan is provided to other faculty. The provision of such a dental plan shall require that you were enrolled in a CSU dental plan immediately prior to your service retirement. FERP faculty are eligible for vision care under the terms of a side letter to the CBA. All other available insurance benefits will be derived through your PERS retirement.

  • How frequently do I get paid?

    Your pay warrants will be issued as follows:

    • Teaching Fall semester only: At the end of September, October, November, December, January, and February.
    • Teaching Spring semester only: At the end of February, March, April, May, June, and July.
    • Teaching Fall and Spring: At the end of September, October, November, December, January, February, March, April, May, June, July, and August.
  • After I complete my five years participating in the program, is there any possibility I could still be employed by the University?

    Yes, the program entitles you to employment for five years under specified conditions. After you have completed your participation in the program, you may apply for part-time teaching or short-term full-time temporary employment. Care must be taken, however, not to exceed the post-retirement restrictions imposed by CalPERS. You may also contribute to the University as volunteer faculty.

  • Is there a waiting period after retirement to participate in FERP??
    You cannot be employed as a retired annuitant for a period of 180 days after your retirement date, unless you qualify for a qualified exception.  Participating in the FERP program is an exception to this rule as stated in the CalPERS' pamphlet A Guide to CalPERS Employment After Retirement (PDF).
  • What priority do I have in course assignments?
    1. Regular Full-Time (Probationary or Tenured) Faculty and FERP Faculty
    2. Teaching Associates, Volunteers, Administrators
    3. Temporary Faculty following Article 12.29
  • Once I enter FERP, can I be dismissed from university employment?

    Like all faculty employees, you still can be dismissed for cause, or terminated for failure to meet the employment commitment. As a FERP faculty, you would still be a tenured faculty member and a member of the collective bargaining unit with all the rights and protections thereto.