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<p class="MsoNormal"><span style="font-size:14.0pt">Related to Jeff’s earlier email…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">As you become aware of any changes to
<b>faculty positions</b> (retirement, resignation, non-renewal, or…) PLEASE make sure that I am kept fully aware.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">This is not micromanaging on my part – it is because such changes often involve my input. For example, I must relay the availability of exit interviews for faculty who are leaving, and/or I need to be aware
of the possibility of an appeal of an administrative decision. I thank you very much in advance for this.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Jeannie<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">Jean E. McLain, Ph.D.</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">Associate Dean for Faculty Advancement, College of Agriculture, Life, and Environmental Sciences</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">Research Specialist, Department of Environmental Science</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">University of Arizona, Tucson</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060"> </span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">(520) 621-4084 [DIRECT LINE]</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:13.0pt;color:#002060">(520) 404-8793 [MOBILE]</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><img width="397" height="120" style="width:4.1354in;height:1.25in" id="Picture_x0020_2" src="cid:image002.png@01DA5E95.DFD1AF10"></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> unitheads-cales-request@list.arizona.edu <unitheads-cales-request@list.arizona.edu>
<b>On Behalf Of </b>Ratje, Jeffrey M - (jmratje)<br>
<b>Sent:</b> Tuesday, February 13, 2024 1:28 PM<br>
<b>To:</b> unitheads-cales@list.arizona.edu; ec-alvsce@list.arizona.edu; ced@list.cals.arizona.edu; Blum, Brett C - (bcb) <bcb@arizona.edu>; Cannon, Keith G - (kgcannon) <kcannon@ag.arizona.edu>; Hernandez, Bert - (farmm1) <bert@ag.Arizona.EDU>; Johnson, Kenneth
A - (kenjohnsonjr) <kenjohnsonjr@arizona.edu>; Norton, Elbert R - (rnorton) <rnorton@cals.arizona.edu>; Rahr, Matt - (rahr) <rahr@ag.arizona.edu><br>
<b>Cc:</b> Jones, Sonia Jimenez - (soniajones) <soniajones@arizona.edu>; Gaxiola, Samuel - (samgaxiola) <samgaxiola@arizona.edu><br>
<b>Subject:</b> [unitheads-cales] Important Reminders about Resignation and Retirement<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="elementtoproof"><span style="font-size:12.0pt;color:black">ALVSCE Unit Leaders, </span><o:p></o:p></p>
<p><span style="font-size:12.0pt">Several leaders have had questions about resignations and retirements. Just a few reminders.<o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<b><span style="font-size:12.0pt">Acknowledge and accept resignation or retirement requests</span></b><span style="font-size:12.0pt"> in writing. Accepting a resignation or retirement gives you greater administrative grounds to negotiate or reject changes
to the effective date, or later attempts by the employee to rescind their request. Please forward or include Sonia Jones in your response to the employee for record keeping.<o:p></o:p></span></li></ol>
<p class="elementtoproof" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in">
<span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<b><span style="font-size:12.0pt">NEVER initiate retirement discussions</span></b><span style="font-size:12.0pt"> with staff or faculty. Retirement discussions must only occur in response to a staff or faculty member who initiate it with you first. Do not
act on second-hand information. Initiated interest must be first-hand from the staff or faculty member themselves Unprompted retirement discussions can be grounds for age discrimination.<o:p></o:p></span></li></ol>
<p class="elementtoproof" style="margin:0in;text-indent:2.55pt"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="3" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<span style="font-size:12.0pt">Tenured or Continuing faculty who are vested in the Optional Retirement Plan and who have initiated retirement discussions with you might be interested in
<b>phasing their retirement.</b> Phased retirements are a voluntary, irrevocable, and legally binding agreement to phase faculty into full retirement over 2 or 3 years. More info
<span style="color:#4472C4"><a href="https://roadahead.arizona.edu/abor-phased-retirement-program-orp-participants"><span style="color:#4472C4">here</span></a></span>. Please work with Jean McLain during the negotiations.<o:p></o:p></span></li></ol>
<p class="elementtoproof" style="margin:0in;text-indent:2.55pt"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="4" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<span style="font-size:12.0pt">Get professional counsel before negotiating <b>work arrangements after retirement</b>. Faculty and staff enrolled in the Arizona State Retirement System have restrictions on when they can return to work for the UA after officially
retiring. Work with Jean McLain, Sonia Jones, or Sam Gaxiola before offering.<o:p></o:p></span></li></ol>
<p class="elementtoproof" style="margin:0in"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="5" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<span style="font-size:12.0pt">Faculty with 15 years or more experience may be eligible to apply for
<b>emeritus status</b>, which will allow them to continue in research participation and advising of students. More information is
<span style="color:#4472C4"><a href="https://facultyaffairs.arizona.edu/retiring-faculty-resources"><span style="color:#4472C4">here</span></a></span>. Please note that the Vice Provost requires a minimum of 90 days’ notice of emeritus application. Any questions
can be directed to Jean McLain.<o:p></o:p></span></li></ol>
<p class="elementtoproof" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;text-indent:2.55pt">
<span style="font-size:12.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="6" type="1">
<li class="elementtoproof" style="margin-top:0in;margin-bottom:0in;mso-list:l6 level1 lfo3">
<span style="font-size:12.0pt">Work with our professionals: <b>Jean McLain</b> for faculty issues, or
<b>Sonia Jones</b> or <b>Sam Gaxiola</b> for staff issues.<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"> </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:14.0pt;color:#0C234B">Jeff Ratje</span></b><span style="font-size:10.0pt;color:#767676"><br>
</span>Sr. Associate Vice President, Finance Admin Operations<br>
Agriculture, Life and Vet Sciences & Cooperative Extension <br>
(<i>pronounced alv-see…we’re more than CALES</i>)<br>
THE UNIVERSITY OF ARIZONA<span style="font-size:10.0pt;color:#767676"><br>
<br>
Forbes, 314c<br>
PO Box 210036 | Tucson, AZ 85721<br>
Office: 520-621-1468</span><span style="font-size:9.0pt;color:#767676"><br>
</span><a href="mailto:jmratje@arizona.edu">jmratje@arizona.edu</a><br>
<a href="https://www.compass.arizona.edu/"><b><span style="color:#8B0015">www.compass.arizona.edu</span></b></a><o:p></o:p></p>
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<p class="MsoNormal"><span style="mso-ligatures:none"> <o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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