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Marjorie Zatz

Postdoctoral Scholars Classification Review. A Presentation to the Arizona Board of Regents. 25 January 2007. Marjorie Zatz. Leslie Tolbert. Susanna Maxwell. Arizona State University. University of Arizona. Northern Arizona University.

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Marjorie Zatz

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  1. Postdoctoral Scholars Classification Review A Presentation to the Arizona Board of Regents 25 January 2007 Marjorie Zatz Leslie Tolbert Susanna Maxwell Arizona State University University of Arizona Northern Arizona University

  2. 62% of postsecondary institutions classify postdoctoral positions in a separate category – distinct from faculty, students and staff - Association of American Universities Graduate & Postdoctoral Education survey The Issue Postdoctoral Scholars have a unique status.

  3. employee student What is a Postdoctoral Scholar? • Recently completed doctoral studies • Holds short-term University appointment • Mentored by faculty member • Preparing for independent career as researcher or scientist ‘professional apprentice’

  4. Percent of Postdoctoral Scholars paid out of non-state funds Current Situation Total Number of Postdoctoral Scholars – Fall 2006

  5. Rationale for change: reclassification • Recognition of unique status as defined by: • Conditions of service • Sources of funding • Expected term of appointment • Professional development purpose of appointment

  6. Rationale for change: retirement plan exemption Fiscal Disadvantages for Faculty & Postdocs

  7. Proposed Benefits Matrices 1 ‘ Grandfather clause’ for Postdocs appointed prior to January 1, 2008 2 The University of Arizona currently provides 30 days notice if funding is eliminated 3 During the transition, Postdocs wishing to remain in a retirement plan would be reclassified into a retirement-eligible job category

  8. Proposal Vetting Participants Postdoctoral Scholars Faculty (Principal Investigators) Deans Department Chairs Provosts Vice Provosts Vice Presidents HR Directors Legal Counsel

  9. Proposed Amended Language A.R.S 38-727(6) A person who is employed in postgraduate training in an approved medical residency program of an employer OR A POSTDOCTORAL SCHOLAR WHO IS EMPLOYED BY A UNIVERSITY UNDER THE JURISDICTION OF THE ARIZONA BOARD OF REGENTS is ineligible for membership in ASRS.

  10. Recommendations Recommendation Effective change Advantage • New Board policy: • Conditions for Postdoctoral Service • recognition of unique status • fiscal flexibility for Postdocs • economic savingsfor research team and Principal Investigator Create separate classification • Revision to Board Policy 6-601: • Retirement and Benefits Plans Retirement plan exemption

  11. Questions & Comments Postdoctoral Scholars Classification Review

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