On the Bloomington Campus the Emeritus title is granted to retirees upon recommendations of the department, school, and campus administration and upon approval by the Trustees of Indiana University,
RETIREMENT AGE
In 1937 the Trustees of Indiana University established a mandatory retirement age of 70 for all employees covered by the University's Retirement Plan. Federal law effective 1/1/94 eliminates a mandatory retirement age. While faculty and librarians must retire from administrative duties at age 65 (see DOCUMENTS A-VI and A-VII) they may continue with professorial and librarian duties. IU Retirement Plan participants between the ages of 64 and 70 and who were appointed prior to 1/1/89 may apply for "early retirement" under the University's "18-20 Plan." The plan is available to qualifying participants who have completed at least 18 years of participation in Retirement Plan 15 and 20 years of appointed full-time service at Indiana University (DOCUMENT A-XI).
OCCASION OF RETIREMENT
A campus committee is appointed each year to plan a dinner for retiring members of the faculty and retiring librarians, at which time recognition is given not only to those who are retiring but also to retirees generally. Acknowledgment of accomplishments in research, teaching, and services made for each new retiree at the dinner. Indiana University, Bloomington, provides to its retired faculty and librarians privileges and perquisites in recognition of their years of service to the University. This practice should facilitate the scholarly activities and participation of those emeriti who wish to remain active in the life of the campus. The faculty and administration of the Bloomington Campus endeavor to maintain policies and practices that are responsive to the needs of retirees.
STATUS OF RETIREES
The privileges and perquisites for retirees set forth below (based on Bloomington Faculty Council recommendations contained in DOCUMENT A-VIII) are reviewed periodically by the Bloomington Faculty Council in consultation with representatives of the emeriti and the Dean of the Faculties.
BENEFITS
Statements describing health care coverage plans, the life insurance plan, the retirement plan, and other benefits are included in DOCUMENT A-IX. These statements are based on actions of the Trustees of Indiana University as of January 1, 1995. A summary of the value of benefits for a recent year appears in Section B of this guide. One can contact the office of the Dean of the Faculties or the University Benefits Office for current benefits information.
PRIVILEGES & PERQUISITES FOR RETIRED FACULTY & LIBRARIANS
PART A
LISTING
1. Mailing Lists: Upon retirement retirees will be asked by the office of the Dean of the Faculties whether they prefer to remain on the regular faculty mailing lists. Those who retain a campus address may be kept on the regular lists.
2. University Publications.
a. Retired faculty members and librarians are listed in the electronic Indiana University Register.
b. Retired faculty members and librarians who remain active in academic programs shall be listed in Indiana University bulletins of under graduate and graduate programs under the appropriate college and departmental listings.
c. As appropriate, and in consultation with emeriti, they may be listed in promotional literature and other publications of the University.
PART B
PARTICIPATION
Retired faculty members and librarians shall be encouraged to participate in the life of the University.
1. The Dean of the Faculties, Bloomington, will maintain an up-to-date record of the location of retirees and will conduct an annual survey of those in the Bloomington area to determine their interest in Faculty Council, University, Campus, and departmental committee work and other forms of active participation.
2. Retirees in the Bloomington area are invited to participate in ceremonial occasions such as Founders Day and Commencement.
3. Retirees are invited to submit Annual Reports, listing their achievements and honors.
PART C
USE OF A UNIVERSITY OFFICE, LABORATORY, OR STUDIO SPACE
1. Each year the Dean of Faculties will assess the requirements of retired faculty and librarians for office, laboratory, or studio space according to the following standards, and will make provision to meet such needs:
a. All retired faculty and librarians who plan to continue or resume full-time academic work on campus will be entitled to office, laboratory, or studio space using the same standards as for the faculty and librarians generally.
b. All retired faculty and librarians, who plan to be less than fully active in their research and/or teaching will be entitled to regular office, laboratory, or studio space only if available. If private office, laboratory, or studio space is not available, they will be entitled to appropriate common space to be shared with other retirees. Such common space will be designed so as to be suitable for the activities of these retirees and will offer appropriate support services and amenities including security of materials and privacy when using the facility. These common spaces will be decentralized throughout the campus to allow retirees convenient access to their departments or other facilities important to their research and creative activity and/or teaching. Opening in the fall of 2003, the Emeriti House at 1015 East Atwater will offer additional work stations and clerical support for Emeriti.
c. In order to continue to qualify for private office, laboratory, or studio space, retirees will be required to submit annual reports of their activities and to reapply for such space every two years.
d. Upon returning to full-time academic work, the retiree is eligible to apply for office, laboratory, or studio space: this also applies to faculty who retire and leave Bloomington for a period of time and then return to IU Bloomington.
2. The following procedure shall pertain to the assignment of regular office, laboratory, or studio space:
a. The departmental chairperson is directed to consult (as soon as possible) with a prospective retiree when the chairperson receives notification of his or her decision to retire in order to ascertain the needs of the retiree for office, laboratory, or studio space and to determine whether the retiree plans to continue to be active in research and creative activity and/or teaching. Unit heads shall notify the Office of Space Management when retirees qualify for private or common space.
b. Unless special circumstances arise, all retirees are entitled to remain in their present offices, laboratories, or studios for 60 days after retirement to allow them to sort through papers and files and to make arrangements for their removal.
c. If it is impossible for retirees who plan to be fully active in their research and creative activity and/or teaching to remain their offices/laboratories/studios used before retirement, the chair will undertake to provide an alternative office, laboratory, or studio in or near the departmental location after due recognition of the special needs of the teaching faculty to be housed near the center of departmental activity.
d. If office, laboratory, or studio space assigned to the department is not available, the chair will request a space allocation from the Office of Space Management, and it shall be the responsibility of the Dean of Faculties with the help of the Director of Space Management to try to arrange for suitable office, laboratory, or studio space elsewhere on campus. In locating such office, laboratory, or studio space, every effort should be made to house the retiree as near his or her home department as possible.
3. With the advent of Responsibility Centered Management, it will be the responsibility of the Vice President, Bloomington, to absorb the charges for all retiree office, laboratory, or studio space from an account so designated and funded.
4. Because of the expected increase in the number of retirees, they have a special obligation to return office space within 60 days if they do not plan to use it as anticipated, or if the use is interrupted for a continuous period of four months during the academic year.
5. Any unresolved complaint from a retiree about office, laboratory, or studio space shall be referred to the Retiree Office/Laboratory/Studio Allocation Committee for mediation and, if necessary, recommendation to the Dean of the Faculties. The Retiree Office/Laboratory/Studio Allocation Committee shall be composed of three members appointed by the Bloomington Faculty Council and four retirees who shall be elected by the faculty and librarian members of the Indiana University Annuitants Association. The Governors of the Indiana University Annuitants Association shall be responsible for the conduct of the election of the retiree members.
6. The Retiree Office/Laboratory/Studio Allocation Committee shall report annually on the operation of these procedures to the Bloomington Faculty Council.
1From Dean of Faculties web page, 2005 (see IU Administration)