Many faculty wish to be active in contributing to the campus after they retire. Sometimes these activities are uncompensated. The information below assists faculty, chairs, and deans in drawing up Pathway to Retirement Agreements which include compensated recall appointments for faculty members who are anticipating retirement.
Faculty retiring in 2021 should consult the Temporary Faculty Retirement Policy, the terms of which are more generous in certain ways than what is detailed here.
General policies on faculty recall
- All compensation for recalled emeriti is compensation for work performed. Thus it is essential that the nature of the work be specified, that an appropriate percentage of full-time effort be specified, and that the value of the work to Berkeley be clear.
- Total recall compensation across all categories of work and from all funding sources can be no more than 43% per month of the faculty member’s annualized academic-year salary at the time of separation, per Section 205 of the Academic Personnel Manual.
- Responsibility for ensuring that recall provisions conform to these policies rests with the faculty member and their home unit.
- The benefits rate for recall compensation is 0%.
Central funding for recall
A limited amount of centrally provided funding is available to support recall appointments for faculty who wish to be recalled to teach or provide service in the first 1–2 years after retirement. (Deans and chairs may also provide funding for recall compensation from their own resources.)
Central funding for faculty recall appointments is subject to the following conditions:
- The recall terms are spelled out in a Pathway to Retirement agreement. (The reason for this restriction is so that the Vice Provost for the Faculty can review and approve commitments of central campus funds.)
- Compensation covers no more than twelve months. Those twelve months need not be successive, but must occur within the two years immediately following retirement.
Recall for teaching
The following provisions apply specifically to centrally funded recall teaching:
- Up to $4,000 per unit will be provided for each course taught on recall, provided that
- the course meets at least once per week at a scheduled day and time with a fixed number of units, and
- the course enrollments meet the campus minimum levels (12 students for undergraduate lower-division courses, eight students for upper-division courses, and four students for graduate courses).
- Central funding for courses co-taught with another instructor will be provided on a pro rata basis corresponding to the share of the course taught by the recalled faculty member.
- Divisional requests for central funding must be accompanied by supporting documentation identifying the course(s) taught, semester, instructor(s) and demonstrating compliance with the above provisions. This documentation should be provided from campus-based systems, such as the Berkeley Academic Guide (course catalog) and Cal Answers enrollment management dashboards. Requests for reimbursement (with appropriate documentation) should be sent to APPolicy@berkeley.edu.
- Campus funding provided under this program will be independent from TAS provisions.
For purposes of calculating the extent to which compensation for recall teaching contributes toward the monthly recall cap, be aware that compensation for teaching a one-semester course is paid out in five equal monthly installments. For example, if a retired faculty member teaches one four-unit, one-semester course meeting the requirements above, the unit would receive campus funding totaling $16,000 toward the costs of recall compensation provided to the faculty member. If the unit were making no additional contribution to the faculty member’s compensation for the teaching recall, then the faculty member would receive $3,200 per month in each of five months for teaching.
Recall for departmental or school-level service
Central campus funding may be available for service recall that is included in a Pathway Agreement. The nature of the recall service should be clearly defined, its value should be explained, and the time-commitment involved should be specified. Campus contributions for service recall are capped at $2,000 per month, and will cover a maximum of 12 months (as is also true for recall teaching; see above).
Recall for research
The central campus will not provide funds for research recall, but other suitable fund-sources may be drawn upon (e.g. external grants).
Revised January 2021