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Board of Regents Policy 9.211 Board of Regents Policy 9.211



Title

Health Fund, Retirement, and Other Benefits

Header

Regents Policy Chapter 9, Personnel
Regents Policy RP 9.211, Health Fund, Retirement, and Other Benefits
Effective Date:  May 21, 2015
Prior Dates Amended:  Aug. 14, 1968; Apr. 16, 1969; Mar. 18, 1983; Mar. 16, 1990; Jan. 17, 1992; Oct. 20, 2000; Oct. 18, 2002; Oct. 31, 2014 (recodified)
Review Date:  August 2019

I. Purpose

To set forth policy on health fund, retirement, and other benefits.

II. Definitions

No policy specific or unique definitions apply.

III. Board of Regents Policy

    A. Employee benefits, including health care and retirement, shall be in accordance with provisions of the Hawai‘i Revised Statutes and/or of the most current applicable collective bargaining agreement. Any additional benefits and/or allowances beyond those specified in this policy or granted by statutes and/or collective bargaining shall require the prior approval of the board.

        1. Health, retirement and other benefits

            a. For the purpose of these policies, lecturers who teach six semester hours or less on Mānoa, Hilo, and West O‘ahu campuses and have no other faculty duties are considered to be less than half-time employees. A teaching load of six semester hours with other assigned faculty duties; or, a teaching load of seven semester hours or more is considered to be at least half-time equivalent. Community college lecturers who teach seven or less credit hours and have no administrative duties are considered to be less than half-time. A teaching load of eight semester hours or more is considered to be at least half-time.

            b. Graduate assistants are excluded from membership in the State Retirement System and from Social Security coverage.

            c. Payment for the cost of “fringe benefits” is traditionally shared by the employee and the employer. For employees on extramural funds, the university’s share of the cost of “fringe benefits” is a direct cost; that is, it cannot be taken from the indirect costs category of a grant or contract.

            d. Principal investigators, in preparing proposals for research grants and contracts that involve employees, must make realistic provisions for the inclusion of the university’s contribution to fringe benefits in the direct costs of their proposals. Investigators must appreciate that for retirement and social security benefits, the university’s contribution is mandatory, and furthermore that the university has no funds for such purpose except those included in the direct costs category of grants and contracts. Responsibility for the availability of the university’s contribution rests with the principal investigator; if the grant or contract does not include fund earmarked for this purpose, the principal investigator will be required to transfer funds from another category of the grant or contract to cover these costs.

            e. When the investigator preparing a proposal for a grant or contract is not clear about the regulations here stated, the investigator should discuss the specific case with the director of research services (if a research grant/contract) or the appropriate dean (if a training grant/contract). Budgets of proposals should always be reviewed by the appropriate administrator while still in draft form.

        2. Tax deferred annuity program

            a. The University of Hawai‘i’s Tax Deferred Annuity Program is established for the benefit of eligible employees who elect to purchase 403(b) annuity contracts and/or establish 403(b)(7) custodial accounts.

            b. Participation in the university’s Tax Deferred Annuity Program shall be in accordance with the requirements of the Federal Internal Revenue Code and Hawai‘i Revised Statutes and the university’s plan document.

            c. The president or designee shall be authorized and responsible to amend or update the program; ensure compliance with applicable regulatory and statutory provisions; for establishing procedures to administer the Tax Deferred Annuity Program, and authorize service providers from which employees may purchase 403(b) annuity contracts and/or establish 403(b)(7) custodial accounts.

        3. Emeritus/Emerita title

            a. The emeritus/emerita title is an honor bestowed by the board upon retiring or retired faculty members in recognition of dedicated and honorable service rendered to the university and to vice presidents and chancellors who have made exceptional contributions to the university and provided long and distinguished service, and who are recognized as distinguished leaders in their profession.

            b. The emeritus/emerita title is conferred, upon recommendation of the president, to those persons retiring from the university with the rank of full professor or its equivalent, or service in the position of vice president or chancellors for five or more years to the university at that rank or position.

            c. Individuals holding equivalent or higher positions, who report to the board may be considered by the board for the emeritus/emerita title using the above criteria.

            d. An individual may be awarded only one emeritus/emerita title from the university.

            e. The Board of Regents delegates to the President approval of the emeritus/emerita title to individuals who meet the criteria established in this policy.

            f. Requests for emeritus/emerita title for individuals who do not meet the stated criteria but are otherwise qualified may be forwarded to the board for consideration.

        4. Exemptions from tuition and other fees (see RP 6.207(E))

IV. Delegation of Authority

The president or designee shall be authorized and responsible to amend or update the program; ensure compliance with applicable regulatory and statutory provisions; for establishing procedures to administer the Tax Deferred Annuity Program; and authorize service providers from which employees may purchase 403(b) annuity contracts and/or establish 403(b)(7) custodial accounts. See RP 9.211(A)(2)(c).

V. Contact Information

Office of the Vice President for Administration, 956-6405, jgouveia@hawaii.edu

VI. References


VII. Exhibits and Appendices

No Exhibits and Appendices found

Approved

    approved as to Form:    
    Cynthia Quinn    
    June 01, 2015    
    Date    
    Executive Administrator and Secretary of the Board of Regents

Topics

Personnel; Benefits

Attachments

None