CSU-ERFA was instrumental in
convincing the CSU Board of Trustees to adopt the resolution
“Recognition of the Title Emeritus
Faculty” (RFSR 06-89-03). The
resolution established that the emeritus faculty shall be deemed to be
continuing members of the academic community.
The resolution assures that emeritus
status carries with it privileges on the same basis as they are enjoyed by
the general faculty. CSU-ERFA is
available to work with campus affiliates to ensure that the intent and letter
of the Trustees’ resolution are fully implemented.
2. CSU-ERFA has been very active in
the fight to protect our retirement
In 1992 the Governor attempted to balance the budget and
offset the deficit by using nearly $2 billion from the supplemental part of the
CalPERS pension fund.
The use of the supplemental funds for purposes other than
pensions would have eliminated any additional retiree
compensation to make up for losses because of
inflation. Working with CalPERS and other
organizations, we were able to defeat the Governor's attempt to raid the
CSU-ERFA worked with CalPERS to establish the
CalPERS Long-Term Care Program. This
program provides the security of long-term care insurance for our members and
their families. Many beneficial features of the program, especially its flexibility, consumer
protection standards, and the inclusion of the California Partnership option
can be traced to our influence.
As a result, active and retired CSU faculty and staff can
purchase long-term care insurance that provides an excellent
level of care at relatively low cost in comparison with other privately
offered programs. CSU-ERFA
provides assistance to retirees who want individual counseling,
have been turned down for the insurance, or have other problems with
The Association provides advice
and assistance to members who have problems with their health
insurance plans and medical and health
facilities. We investigate
members' concerns and help to correct problems when appropriate.
CSU-ERFA engages in an extensive communications program with CSU emeriti and
staff through surveys, newsletters, and a speaker/counselor program on health
5. The Association’s Legislative Committee seeks to protect the
interests of CSU retirees by carefully analyzing proposed legislation and by
tracking the progress of bills in the
California Legislature and Congress and the activities of elected officers.
We frequently participate in legislative and public agency
hearings to present the concerns of CSU retirees and to defend their
CSU-ERFA successfully supported
a proposal to have
Medicare HMOs provide a benefit for hearing exams and hearing aids. Now
Medicare HMO members have a benefit of up to $1000 per
member every 36 months for a hearing aid, as well as coverage for visits for fitting,
adjusting, and repairing of hearing aids.
7. We also helped to convince several
CalPERS health plans to offer limited chiropractic benefits.
CSU-ERFA strongly supported a series of measures approved by the CalPERS Board which ensure
that members have access
to bone marrow transplants for the treatment of breast cancer.
These measures include provisions for an expedited, independent review process
in cases where the treatment is denied initially.
9. We supported federal legislation, now law, to eliminate
the "source tax" for those living outside
California. This law prevents double state taxation of
retirement benefits. CSU-ERFA successfully supported bills in the California Assembly and Senate, similar
to the federal legislation, that would serve as back-up in case the federal
law is successfully challenged.
The Association vigorously
supported legislation that set
aside the infamous Marks v. Loral
Corporation ruling that permitted employers during restructuring to fire
older workers first simply because they have higher
salaries. This ruling
permitted age discrimination in determining layoffs.
strong support helped to ensure that the Benefit
Equity Bill was passed and signed into law.
This law made major improvements
in the CalPERS retirement program. The bill provided for a one-time, ad hoc increase in the base
of 6% to 1%, depending on the year of retirement.
The Association was instrumental in
the passing and signing into law of the bill that created the Rural Health Care Equity
Trust Fund (RHCETF). This trust fund provides subsidies and
reimbursements for various health care costs incurred by retired and
active State Employees who live in rural and out-of-state areas which do not
offer Health Maintenance Organization
strenuously and successfully supported a
bill that permitted the surviving spouses of deceased members to retain their
monthly death benefits upon remarriage and a bill that provides for mental
health parity in health plans.
CSU-ERFA worked on behalf of major
elder abuse bills that are designed to prevent physical, mental, and financial
abuse of elders.
15. The Association
continues to work on behalf of consumer protection legislation.
It is especially active in advocating reforms for
improvements of the CalPERS long-term care insurance and managed care
CSU-ERFA successfully implemented a CSU Foundation Grant Awards Program. The funds that support the program are invested in a CSU Foundation
Account and allocated by the CSU-ERFA Grant Awards Committee.
Grants can be used for several
purposes, such as underwriting scholarly research of
issues important to CSU retirees, conducting oral history projects, and supporting the scholarly and
publication endeavors of retirees as contributing members of the
university community. The
Foundation Account is supported by tax-deductible contributions and must be used only for
17. Our Pre-and-Post
Retirement Committee has developed a CSU-ERFA “Survivor’s Guide” to assist families in making those important
decisions when a retired faculty or staff
member or spouse dies. The Guide identifies items that must be considered and
developed in advance of death as well as matters
with which to be concerned when death occurs.
The Guide is remarkably complete and thorough, and in addition to
providing guidance, contains a number of
essential forms. Also, it
identifies sources from which to secure
additional information. The Guide is complimentary to the
members of CSU-ERFA and became available in the spring of
CSU-ERFA provided advice and
effective assistance for
retirees in the Faculty Early Retirement Program (FERP) who were
threatened with layoff during periods when major cuts
were made in CSU budgets.
Association also has been of service to those emeriti who need guidance in
dealing with or responding to adverse administrative
decisions affecting them.
The Association continues to
provide assistance, information, advice, and support
to campus retiree organizations. Campus
groups can become affiliated with CSU-ERFA
by request. CSU-ERFA provides monetary support to the
affiliates by contributing to the campus associations 15 percent of the
paid by the CSU-ERFA members retired from that campus. In addition, each affiliated
campus has a representative(s) on the State Council, the Association’s
primary governing legislative body. Seventeen
campus retired faculty
organizations currently are affiliated with CSU-ERFA.
The Association has produced a CSU Retirement Policies and Practices
handbook. The handbook compares the privileges, rights, and benefits
granted by the various CSU campuses to their emeriti and other retired
A summary of this survey is
available to CSU-ERFA members on request.
CSU-ERFA continues to work for additional benefits for its members.
For example, the Association has completed an Agreement with a major independent travel agency that will provide a discount for most
travel services booked with the agency by CSU-ERFA members.
Also, members can join for a significantly reduced fee travel and
entertainment organizations that provide
up to 50 percent off for selected hotel/motel rooms and restaurants.
CSU-ERFA continues to seek other reduced cost opportunities for its
members as well as other benefits.
(Note to Bob Kully: Is this section correct? If
it is, we should prepare a page that shows members how to avail
themselves of these discounts.)
most CSU-ERFA programs are aimed at retired faculty members, the
CSU-ERFA Retirement Analysis Program is for active
faculty members. The
program provides a confidential analysis of a faculty member’s potential
retirement benefits under a number of possible options.
The detailed analysis includes participation in the Faculty Early
Retirement Program (FERP) and Social Security benefits.
Information can be supplied for all possible retirement ages through
age 70. This program can be of
considerable value to active faculty members whether they are near retirement or starting to plan for retirement in the future.
Information about the program is
available from the CSU-ERFA office. (Note to Bob Kully: Should
I prepare a web page that advertises this service to active
CSU-ERFA works resolutely to correct agreements and laws that discriminate against CSU retirees.
Two are of highest priority:
Although some years ago the dental plan
for active faculty was upgraded from the Basic Plan to the Enhanced Plan
II, retirees were not included in the change.
The Association is working with a number of different organizations
to improve this situation. Retirees should be entitled to dental benefits equivalent to
the highest level of benefits provided any CSU employee group.
CSU faculty members who retired
in 1992 and took the “Golden Handshake” were prevented by
legislation from working in any compensated capacity with
agencies governed by the Board of Trustees, which prevented
campuses and the system from utilizing the expertise of many
retirees. After a long
and difficult struggle, CSU-ERFA was able in 2000 to
demonstrat to the CalPERS legal staff the 1992 restriction
on employment of those who took the "Golden Handshake"
should be regarded as void as a matter of law.