Contents

20.0 RETIREMENT

As the national university, the university is mandated to protect and promote the professional and economic rights and welfare of its academic and non-academic personnel (see Section 3-e: Purpose of the University, University of the Philippines Charter of 2008, RA 9500). Thus, the University complies with the policy of the State to ensure timely and expeditious release of retirement pay, pensions, gratuities and other benefits of all retiring employees of the government. Public officers and employees who have spent the best years of their lives serving the government and the public should not be made to wait to receive benefits which are due to them under the law. The highest priority shall be given to the payment and/or settlement of their pensions, gratuities and/or other retirement benefits (Implementing Rules and Regulation of RA 10154, CSC Resolution No. 1300237, 30 January 2013).

  • 20.1 GENERAL GUIDELINES

    Under the Retirement Laws, R.A. 660, P.D. 1146, and R.A. 8291, retirement from government service is compulsory at age 65.

    Optional retirement under the GSIS Retirement Packages allows for retirement before the age of 65, provided that the member meets the age and other service requirements stipulated in the Retirement Laws.

    For the purposes of reckoning retirement benefits, a deceased faculty is considered compulsorily retired.

    [For additional information, refer to Chapter 16; you may also visit the GSIS website at this URL: http://www.gsis.gov.ph]

  • 20.2 PREPARATIONS AND PROCESSES

    The HRDO offers a pre-retirement seminar to compulsory retirees one year prior to their retirement. The seminar aims to present the various retirement options available under the GSIS, retirement benefits, and documentary requirements for submission to HRDO, among others. The compulsory retirement process can be started as early as six months prior to retirement.

    The steps involved in the retirement process as implemented by the HRDO are provided in the retirement process matrix.

  • 20.3 EXTENSION OF SERVICE BEYOND COMPULSORY RETIREMENT

    The Board of Regents may, with the faculty members' consent, extend the tenure of faculty members beyond the compulsory retirement age whenever their services are especially needed; upon recommendation of the unit/s and endorsement of the President of the University; any other provision of law to the contrary notwithstanding; Provided, however, That no extension of tenure shall be made beyond the age of seventy (70).

    The special power of the BOR to extend faculty appointments beyond the compulsory retirement age of 65 must be availed sparingly and should not be taken for granted by the units.  Deans and directors of academic units, and department chairs are advised to review the age profile of their respective faculty and carefully plan the faculty complement needed for the offering of their programs. In highly justifiable cases when requests for extensions cannot be avoided, such as when the retiree’s 65th birthday falls in the middle of a semester, all concerned are reminded to initiate the process early enough (OC memorandum no. 98-247, 18 June 1998).

    The Office of the Chancellor will favorably endorse to the Office of the President requests to extend the appointment of faculty members who have reached the mandatory retirement age only in exceptional cases. The exception shall be the professor’s continuing contribution to the College and the University that palpably stands out above the rest. The justification of the extension of full-time appointment shall be primarily academic (teaching) and not primarily for the purpose of extending administrative appointment. The latter, if at all, shall be an additional assignment (OC Memorandum No. MLT-16-167, 20 July 2016).

    These areas of contributions are considered in endorsing the extension (OC Memorandum No. MLT-16-167, 20 July 2016):

     

    Teaching of courses that are vital for the department and that cannot be taught because of lack of qualified faculty or a lack of faculty. Greater weight will be given for graduate courses and for undergraduate General Education (GE) courses. In cases, where there are no other qualified faculty to handle the course, a plan should be presented to show how the senior faculty can mentor other members of the department or institute to take over the teaching. Appeals for extension should include SET scores of the faculty member, which will be an important, but not the sole, criterion for evaluating teaching.

     

    Active participation in the development of curricula and teaching materials, whether a revision of old courses and degree programs or introduction of new ones.

     

    Ongoing advising of students who are working on their Master’s or PhD, with greater weight to those with PhD advisees. The senior faculty who is to be extended can remain as the adviser only for one academic year beyond the age of 65. If the student is not expected to finish during that one academic year, the senior faculty should be appointed only as a co-adviser to another faculty who is not due to retire.

     

    Being a principal or key investigator in research projects, with the faculty’s expertise being indispensable for the project. The weight of these research projects for consideration of extension will depend on the project’s potential contributions to knowledge, as well as the number of researchers involved, especially researchers who are graduate students. In effect, the mentoring and teaching that are required for extension should be deemed covered through research projects.

     

    Being a key person for extension or public service activities of the department or college, including but not limited to field schools (see also OC Memorandum CAS-12-007, 25 January 2012).

    • 20.3.1 Other Guidelines

      20.3.1.1

      The proposed extension of appointment must emanate from and be endorsed by a department or institute. Extensions will be made on a year-to-year basis. [OC Memorandum No. MLT-16-167, 20 July 2016]

      20.3.1.2

      Leave privileges of personnel (faculty, REPS, and administrative staff) who are extended in the service beyond the compulsory retirement age are also extended. The existing rules governing the grant of cumulative leave to faculty members under certain conditions shall continue to be in force also in the case of those serving under an extension of service beyond the compulsory retirement age. [1182nd BOR meeting, 27 May 2004]

      20.3.1.3

      The appointment of faculty members beyond the age of 70 by way of extension of service or appointment is not permissible. Neither the Board of Regents nor the President of the Philippines can approve such appointment.

  • 20.4 PRIVILEGES OF RETIRED FACULTY MEMBERS

    Retired faculty members shall (Article 205 of the Revised University Code; OVPA memo no. MVG-03-59, 11 June 2003):

    •    be issued a UP Retiree I.D. Card (marked “Retired”) that is valid for life

    •    enjoy University library privileges for retirees

    •    receive, upon request, publications of the University which are furnished to the faculty

    •    be given University and/or Campus newsletters (e.g., UP Newsletter, UP Forum, UPdate)

    •    be invited to attend in major University programs and activities;

    •    be exempted from tuition and miscellaneous fees as students and auditors in University courses, seminars, workshops etc., as with regular personnel in the service.

    •    be entitled to a waiver of surety obligations for guarantors of faculty members who availed of scholarships locally and abroad (1090th BOR meeting, 28 September 1995; OSU Memorandum No. MVG-04-41, 15 July 2004)

     

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