“uc retirees: advocates, ambassadors, assets” (2013 –...

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“UC Retirees: Advocates, Ambassadors, Assets” (2013 – 2016) Project Summary and Lessons Learned

Survey Project The first comprehensive survey of UC retired staff and non-Senate academics was conducted by the University of California Council of Retiree Associations (CUCRA) in the fall of 2016. Modeled after the longstanding survey of emeriti conducted by the University of California Council of Emeriti associations (CUCEA), the survey asked UC retired staff and non-Senate academics about their volunteer endeavors, professional commitments, awards and other accomplishments/activities. The report of the survey findings can be found on the CUCRA website at http://cucra.ucsd.edu/survey/index.shtml.

The project was a very successful endeavor overall. As with any first-time project, though, there were many lessons learned. To assist the next survey planners, the 2016 survey committee prepared this document to provide an overview of the project and offer suggestions for future surveys. The next committee should have a much easier task, as they will not have to devise the questionnaire from scratch and will have an example for the resulting report.

Questions regarding this document, the survey questionnaire, the resulting report or the planning and implementation process can be directed to the committee that spearheaded this project.

Survey Committee The survey committee was a very cooperative and collaborative team that included six UC retirees from different UC locations and two UC retirement center directors. Meetings were held via conference call using Screenleap.com for screen sharing when documents needed review/comment during the meetings.

Committee members were:

• Lynn Bailiff, Retiree, President, UC Retirees’ Association at Berkeley,* [email protected] • Sue Barnes, Director, UCLA Emeriti/ Retirees Relations Center,** [email protected] • Lee Duffus, Retiree, UC Santa Cruz; Chair, CUCRA (2013 – 2016), [email protected] • Marguerite Jackson, Retiree, UC San Diego; former secretary, CUCRA,*

[email protected] • Joe A. Lewis, Retiree, UC Office of the President and the Regents; Vice-Chair, CUCRA (2017 –

2019), [email protected] (Joe dropped off the committee due to other responsibilities) • Sandra Norberg, Retiree, President, UC San Francisco Retirees Association,

[email protected] • Marianne Schnaubelt, Retiree, UC Irvine; Chair, CUCRA (2017 - 2019), [email protected] • Cary Sweeney, Director, UC Berkeley Retirement Center, [email protected]

In addition, John Vohs, author of the 2015 CUCEA emeriti survey, acted as an advisor to the committee. John provided very valuable advice in regard to design of the questionnaire and content/tone of the final survey report.

*Member of the Data Analysis Team **Report author and publication coordinator

http://cucra.ucsd.edu/survey/index.shtml

mailto:[email protected]








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Goals The first task the committee undertook was to establish goals for the survey. These goals provided the framework for the design of the questionnaire and the writing of the report. The four goals were:

• Help the UC President’s Office and campus and laboratory administrators better understand the many contributions made by retirees.

• Enable Council of UC Retiree Associations, the individual retiree associations, and retiree centers to advocate more effectively on behalf of UC retirees.

• Give retirees more comprehensive information about their collective contributions and achievements.

• Assist campus and laboratory retiree associations and centers in creating and improving programs for retirees.

Survey Questionnaire The survey questionnaire (Attachment A) consisted of 28 questions. As mentioned previously, the questions focused on retiree activities and accomplishments during the approximate three-year period from July 1, 2013 to September 2016. The three-year academic-year period was chosen primarily to correspond with the time period used for the UC emeriti survey.

Survey Population The total number of retirees receiving a monthly pension from UC is approximately 60,000, but due to budgetary constraints and UC’s policy of not releasing an individual’s email address without his/her written consent, the survey was only sent via email to the 16,854 retirees who had previously provided their email addresses to their local retiree associations or retirement centers. This survey methodology does not permit generalizing results to the University of California retiree population as a whole.

Timeline The Committee was appointed in January 2016, the survey was conducted in September - October 2016 and the report was published in October 2017. The committee, which met via conference call, began convening in February 2016 and met for approximately 18 hours (11 meetings, 1 - 2 hours long) to set goals, develop the questionnaire and prepare announcements regarding the survey. Between February and July 2016 (5 months), the committee met 1x/month. In September and October 2016 (4 weeks), the committee met 1x/week. To facilitate group review of documents, the committee used Screenleap.com to screen-share during the conference calls.

Once the survey closed, two committee members (Lynn and Marguerite) spent a few months reviewing the data. Several unrelated life events caused some delays during this time period. The committee came back together in the spring of 2017. In June, Sue began writing the first draft of the report. The committee then spent July and August revising the text. Most of this work was conducted via email using Google Docs to facilitate easier group editing. It is always challenging to edit documents remotely, so the timeline was likely longer than if everyone were physically in the same location.

After the text was finalized, the committee decided that the report would benefit greatly by hiring a professional designer to design the layout and create graphics for the report. The CUCRA executive committee approved the expense and the committee worked with Alex Atkins Design. This step ended up being very time-consuming, with multiple drafts and revisions before the final report was approved. Alex then coordinated the printing of the report. The cover was printed in color and the inside pages were printed in black and white, as this was less expensive than printing the entire document in color. Alex designed a second version of the report for electronic distribution that was full color throughout.

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Communication/Coordination with Campus Representatives The Committee worked with representatives from each of the UC retiree associations and/or centers to disseminate the survey questionnaire and encourage/remind retirees to complete the survey. The committee provided communications templates (Attachment B), instructions for the campus representatives (Attachment C) and a Q & A document (Attachment D).

Budget The total out-of-pocket cost for the project was approximately $6,560. Every committee member volunteered his/her time, so there was no direct cost for the development of the survey questionnaire or the writing of the report. Total cost for the design and layout of two versions of the report (printed and electronic) was $3,425 and professional printing of 500 copies cost $3,135 (Attachments E and F).

Distribution of Report About half of the 500 printed copies of the reports were distributed to retiree association representatives at the fall 2017 CUCRA meeting.

• Each location was given up to 20 copies at the fall 2017 meeting, for a total of 260 copies. The labs took fewer copies.

• 100 copies were held back to take to the 2018 AROHE conference. • The remaining copies were held at the UC Berkeley Retirement Center and were given out to the

campuses who requested additional copies.

The electronic version of the report was posted on the CUCRA website. This allowed the retiree associations to reserve the printed copies for their highest priority contacts and to share the link to the report electronically for their broader constituencies.

To assist campuses with their publicity efforts, the committee developed a “Press Kit” that included templates for cover emails/letters, survey graphics and PowerPoint slides that could be used for presentations. The kit can be found on the CUCRA website at http://cucra.ucsd.edu/survey/index.shtml.

The report was shared systemwide through various outlets. The committee contacted New Dimensions, the newsletter that is sent to all UC retirees, which included an article about the survey in their November 2017 issue. Additionally, Several CUCRA/CUCEA representatives met with the UC President and her key staff to share results of the report along with the CUCEA emeriti report. New Dimensions published an article about the meeting in the May 2018 issue. Lastly, the report was sent to the chair of the Regents.

At the campus level, the report was published via retiree association and retiree center websites and newsletters (electronic and printed) as well as some campus-wide publications. It was also used to create “talking points” at events and to advocate for improved retiree privileges at several locations. The UCLA Retiree Association was particularly purposeful in sharing the report; they created an action plan (Attachment G) which provided a timeline and assigned responsibility for each identified avenue of publicity/dissemination.

At the UC locations, the report was shared internally with:

• Campus administrators, including chancellors, provosts, deans, department chairs and other high-level leaders, with a focus on departments that partner or provide support for the associations, including alumni relations, development/advancement and human resources

• Retirees • UC-affiliated boards, including alumni associations, foundation boards and other groups

http://cucra.ucsd.edu/survey/index.shtml

https://ucnet.universityofcalifornia.edu/retirees/new-dimensions/pdf/nd_34_4.pdf

https://ucnet.universityofcalifornia.edu/retirees/new-dimensions/pdf/nd_35_2.pdf

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Several locations also pursued external publicity, including:

• Reaching out to news service, external affairs and/or communications office for assistance • Sending press release to local media • Publishing a story in alumni magazine • Publishing information on social media

The committee continued to communicate with the retirement association/center representatives for several months following the publication of the report to encourage their continued efforts to disseminate and publicize the report. Sue sent monthly reminders to the representatives encouraging them to share their successes with one another. A summary of the association/center’s reported efforts as of spring quarter 2018 is included as Attachment H.

Outcomes The survey report has been used successfully at many UC locations to start conversations with campus administrators, build awareness of retiree contributions, propose collaborations with retiree associations and advocate for funding or other support for retirees, associations and/or centers.

The survey project was one of three winners of a newly-created “Innovation Award” given by the Association of Retirement Organizations in Higher Education (AROHE). As an award winner, CUCRA was invited to present a workshop, facilitated by Lynn and Cary, at the fall 2018 AROHE conference in Atlanta and to share the report at the conference’s Resource Fair. The PowerPoint presentation (Attachment I) and a photo of the display table (Attachment J) are included.

Lessons Learned/Suggestions Survey Committee A project like this requires committee members that are cooperative, flexible and collaborative. In addition, it will be beneficial to include committee members with the following experience:

• Survey design—need to design questions that are relevant and appropriate (this may be less important since a draft questionnaire has been created and will likely need only minor changes).

• Response interpretation—need to comb through thousands of open-ended responses (4,800 comments were recorded in the 2016 survey) to find examples to illustrate the survey’s findings.

• Report writing—need to write a narrative that presents the findings accurately in an engaging manner. If a volunteer writer cannot be recruited, CUCRA may need to add a budget for this.

• Publication/graphic design—need to design a visually-pleasing product; CUCCRA could save money if a retiree with publication/graphic design experience can be recruited as a volunteer.

It is also recommended that the next survey committee include at least one member with experience in one of the UC laboratories and at least one member with experience at a UC medical entity.

Survey Questionnaire The survey questionnaire developed by the committee was generally effective. However, we do suggest some minor modifications that might give more clear results and/or make report writing a bit easier. We have devised a draft survey questionnaire that incorporates these changes (Attachment K). This draft survey questionnaire is saved in the UCLA Emeriti/Retirees Relations Center’s Survey Monkey account.

Questionnaire Testing The committee strongly recommends that the questionnaire be tested by sending it to a small group (perhaps one of the association’s board of directors or the CUCRA representatives). This group should take the survey and provide feedback before the survey is sent to the larger population. This type of

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feedback is valuable in finding glitches in the survey questions and/or question language that may be confusing or ambiguous.

Survey Population Because the committee was unable to send the survey to a random sample of retirees, the results could not be generalized to the UC retiree population. Additionally, it was difficult for the locations who do not have retirement centers to distribute the questionnaire. It is recommended that the committee start communicating very early with the UC Office of the President to get email addresses for a representative sample of retirees or ask the Office of the President to send the survey email on behalf of CUCRA to retirees.

Funding The committee recommends that CUCRA/CUCEA approach the UC Office of the President to request funding to conduct both the CUCEA and CUCRA surveys and publish the resulting reports.

Report Photos The process of obtaining photos for the report was much more difficult than anticipated. Photos must be high resolution and written permission must be obtained from any identifiable person in the photos. The committee should start soliciting photos from the individual retiree associations very early in the process.

Timeline The committee recommends that CUCRA continue to produce a survey report every four years, with the timing offset from the CUCEA emeriti report so that each report receives individual attention. The committee recommends using a calendar year rather than the academic year for future surveys and publishing the report early in the fall quarter. The emeriti report will continue to use an academic year with a winter or spring publicity date.

If a calendar year is used, the following timeline would result in the report being published four years after the 2017 report:

• June 2020 Name survey chair; form committee • Summer/early fall 2020 Review 2016 report, questionnaire, etc.; revise as desired • Late October 2020 Provide update at CUCRA meeting • November 2020/January 2021 Finalize survey questionnaire and announcement templates • February 2021 Test survey questionnaire; adjust if needed based on feedback • February/March 2021 Conduct survey • April – June 2021 Analyze data, write report • July/August 2021 Design graphics, lay out report • September 2021 Print report • Early October 2021 Distribute report to associations • Late October 2021 Discussion/follow up at fall CUCRA meeting

This is a seemingly long timeline, but as this committee discovered, extra time should be allowed for the delays inherent with remote collaboration.

This is the first comprehensive survey concerning the post-retirement activities and contributionsof UC staff and non-Senate academics. It focuses on the most recent three-year period, July 2013to the present. If you retired after July 2013, please report only on your activity since yourretirement. Thank you.

Survey of University of California Retiree Activity

1. Retiree type*

Retired UC or Laboratory Staff Retired UC Non-Senate Academic UC Emeritus

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Attachment A

Retiree Information

Survey of University of California Retiree Activity

2. Gender

Male Female Other

3. Age

Younger than age 55

55-64

65-74

75-84

Older than age 84

4. When did you retire from UC?

During 2016

2011 to 2015

2006 to 2010

2001 to 2005

1996 to 2000

1991 to 1995

Before 1991

5. How many years did you work for UC before your retirement?

5-9

10-19

20-29

30-39

40+

6. From which UC location did you retire?

Berkeley

Davis

Irvine

Los Angeles

Merced

Riverside

San Diego

San Francisco

Santa Barbara

Santa Cruz

Office of the President or The Regents

Lawrence Berkeley NationalLaboratory

Lawrence Livermore NationalLaboratory

Los Alamos National Laboratory

Other (please specify)

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7. At which type of entity were you working when you retired?

Main Campus

Medical Center

Laboratory (LLNL, LBNL or LANL)

Field Station

UCOP


8. How close do you live to the nearest UC campus, laboratory or UCOP?

Within 30 miles

Elsewhere in California

State other than California

Out of the country

VOLUNTEER/SERVICE WORK

9. Since July 2013, have you participated in volunteer/service work at UC? If "Yes" please answerquestion 10 below. If "No" skip to question 11.

Yes No


10. If you answered "Yes" to question 9 above, please indicate the type(s) of volunteer/service work inwhich you have participated at UC since July 2013. Check all that apply.

Student advising

Student mentoring/tutoring

Docent

Event ushering

Staff/faculty mentoring

Committee or task force membership

Research

Retiree Center or Association

Teaching

Health care facility-related

11. Since July 2013, have you participated in volunteer/service work in your community outside of UC?

Yes No

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12. If you answered "Yes" to question 11 above, please indicate the type(s) of volunteer/service work inwhich you have participated outside of UC since July 2013. Check all that apply.

Community/civic service organization

Medical facility/hospice/elder carefacility

Governmentalcommittee/council/advisory board

Library/ language skills/literacyprogram

Museum/performing arts center arts orcultural organization

Political organization (local, state, ornational)

Religious organization

School-based mentoring/tutoringprogram

Teaching (community presentation,adult education program)

PAID WORK

13. Since July 2013, have you returned to work in a paid position at UC?

Yes, full-time (suspended retirement) Yes, part-time No

14. Since July 2013, have you worked in a paid position at a business/organization outside of UC?

Yes, full-time Yes, part-time No

15. Since July 2013, have you been self-employed?

Yes, full-time Yes, part-time No

16. If you wish to do so, please share any details about any paid work you've done since July 2013.

CAREGIVING

17. Since July 2013, have you provided care for another person(s)? If "Yes" please answer questions 18and 19 below. If "No" skip to question 20.

Yes No

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18. If you answered "Yes" to question 17 above, please indicate the type of person(s) for whom you haveprovided care since July 2013. Check all that apply.

Child/grandchild

Spouse/partner

Parent

Other family member

Friend

19. If you wish to do so, please share any details you may have about caregiving you have provided sinceJuly 2013.

AWARDS/RECOGNITION

20. Since July 2013, have you received any special awards or recognition? If "Yes" please answerquestions 21 and 22 below. If "No" skip to question 23.

Yes No


21. If you responded "Yes" to question 20 above, please indicate the type of organization that sponsoredthe award(s). Check all that apply.

Community Government UC affiliated

22. If you wish to do so, please describe any award/recognition you received since July 2013.

CREATIVE ENDEAVORS

23. Since July 2013, have you undertaken any creative endeavors? If "Yes" please answer question 24below. If "No" skip to question 25.

Yes No

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24. If you answered "Yes" to questions 23 above, please indicate the type of creative endeavors. Check allthat apply.

Crafts (for example, pottery, sewing, jewelry, quilting, knitting, and woodworking)

Visual arts (for example, drawing, painting, and sculpture)

Media arts (for example, photography and cinematography)

Performing arts (for example, music, theatrical performances, and singing)

Culinary arts

Writing

PROFESSIONAL ACTIVITIES

25. Since July 2013, have you authored or contributed to any publications? If "Yes" please answer question26 below. If "No" skip to question 27.

Yes No


26. If you answered "Yes" to question 25 above, please indicate the type of publications you have authoredor contributed to since July 2013. Check all that apply.

Book(s)

Chapter(s) in books

Journal article(s)/abstract(s)

Paper(s) for conferences

27. Since July 2013, have you provided other professional services? If "Yes" please answer question 28below. If "No" skip to question 30.

Yes No

28. If you answered "Yes" to question 27 above, please indicate the type(s) of professional service(s) youhave provided since July 2013. Check all that apply.

Publication editor/reviewer

Service on board of directors

Service on professional/technical committee(s)

Consultant

Presentation at a professional conference


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29. If you wish to do so, please share any details about your creative and professional endeavors since2013.

INVOLVEMENT WITH A UC-AFFILIATED RETIREE ASSOCATION

30. Are you currently a member of a UC-affiliated retiree association? If "No" please answer question 31below. If "Yes" or "Unsure," skip to question 32.

Yes No Unsure


31. If you answered "No" to question question 31, why have you not joined a UC-affiliated retireeassociation?

I don't know about the association

I'm not interested in joining groups

I live too far away to participate

I have mobility limitations (and cannot easily attend events)

I am too busy caregiving

I am too busy with other activities

I don't think I would benefit from joining

Not

interested Neutral Interested

Educational talks

Cultural Activities

Tours of campus venues

Computer/technology training (how to use computers/devices)

Interest groups (book club, investment club, card and games, etc.)

Social events

Day trips

Group travel

32. Please rank the following retiree activities based on what you would most likely attend.

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33. If you wish to do so, please provide suggestions below for advocacy that the UC retiree associationsmight provide on behalf of UC retirees.

34. If you wish to do so, please add any additional comments below about your activities SINCE July 2013.

35. If you wish to do so, please add any additional comments below about your activities PRIOR TO July2013.

Name

Email Address

36. Contact information is optional: If you wish to be entered in the drawing for one of ten $100 Amazongift cards, please provide your name and email address. Your answers to this survey are confidential, andyour identity will not be associated with your answers in any reporting of data.

Thank you for participating in this survey.

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MODEL EMAIL TEMPLATES

Email #1: Send during the week of September 26, several days in advance of sending link to survey

Dear UCLA Retiree:

In a few days, you will receive an email asking you to participate in a brief (ten-minute) online survey of retired University of California staff and non-Senate academics.

Sponsors: This survey is sponsored by the Council of UC Retiree Associations (CUCRA)*; the retiree association at each UC campus, laboratory, and the UC Office of the President; and the seven UC campus retiree centers.

Purpose: The purpose of this first system-wide survey is to benefit staff and non-Senate academic retirees by documenting their post-employment activities and contributions. Your responses to the survey will be used to:

• Help the UC Office of the President and campus and laboratory administrators betterunderstand the many contributions made by retirees,

• Enable CUCRA, retiree associations, and retiree centers to advocate more effectivelyon behalf of UC retirees,

• Provide retirees with comprehensive information about their collective contributionsand achievements, and

• Assist local retiree associations and centers create and improve programs forretirees.

Scope: The survey is intended to complement the recent survey of UC's emeriti faculty that was reported in the August issue of New Dimensions. Because the emeriti survey is conducted every three years, this survey of staff and non-Senate academics will also focus on the most recent three-year period, July 2013 to the present.

Reporting of Findings: We plan to present the survey's findings in a written report that will be presented to key administrators in the President's Office and at each campus and laboratory. The report will also be made available online to members of retiree associations and other interested parties.

Incentives: Ten respondents to the survey will be selected randomly to receive $100 Amazon.com gift cards. If you decide to enter the optional drawing, you will be asked to provide your name and email address so winners can be contacted.

Confidentiality and Security: We assure you that your responses to this survey will be kept confidential. Your responses will be stored on a secure server, and your identity will not be associated with your responses when the survey's findings are published.

Q & A: if you have questions about the survey, please click here to see the Q & A sheet or reply to this email.

We hope you will set aside a few minutes to complete this survey, which we believe will benefit UC retirees like you. Thank you for your participation.

Rod Rose, President, UCLA Retirees' Association

Attachment B

http://www.errc.ucla.edu/Portals/10/Documents/CUCRA%20Survey%202016%20QA.pdf

Sue Barnes Director, UCLA Emeriti/Retirees Relations Center *CUCRA comprises representatives from each of the retiree association at UC campuses, laboratories, and the President's Office. CUCRA meets twice per year with administrators from the President's Office, advocates on behalf of all UC retirees, and fosters mutually supportive relationships between the University and its retirees. —————————————————————————————————————————— Email #2: Send during the week October 3. This is the primary email which includes the survey link. Dear UC Retiree: Welcome to the first-ever comprehensive survey concerning the activities and contributions of retired UC staff and non-Senate academics. The purpose of this ten-minute survey is to benefit staff and non-Senate academic retirees by documenting their activities and contributions. Your responses to this survey will be used to:

• Help the President’s Office and campus and laboratory administrators better understand the many contributions made by retirees,

• Enable Council of UC Retiree Associations (CUCRA), the individual retiree associations, and retiree centers to advocate more effectively on behalf of UC retirees,

• Provide retirees with more comprehensive information about their collective contributions and achievements, and

• Assist campus and laboratory retiree associations and centers create and improve programs for retirees.

As a retiree of the University, your responses are important to us. Please complete the online survey by October 14. If you encounter any difficulty with the survey, please contact [names of association president, CUCRA rep, and/or center director] at [email addresses and phone numbers] To begin the online survey now, please click here. If you have questions about the survey, please click here to view frequently-asked questions or reply to this email. Thank you for participating in this important survey. Rod Rose President, UCLA Retirees' Association Sue Barnes Director, UCLA Emeriti/Retirees Relations Center ——————————————————————————————————————————

https://www.surveymonkey.com/r/UC-Retiree-Survey



Email #3: Send during the week of October 10. First Reminder: Retiree Survey is Underway The Council of UC Retiree Associations (CUCRA) is conducting a systemwide survey of retiree activity. The survey was launched a week ago and we are seeking a high rate of participation among retirees. CUCRA regards this as an important project because it helps campus and laboratory administrators and the President’s Office better understand the many contributions made by retirees. Retirees are encouraged to complete an online survey at: https://www.surveymonkey.com/r/UC-Retiree-Survey —————————————————————————————————————————— Email #4: Send during the week of October 17. Second Reminder: It’s not too late to complete the UC Retiree Survey. It’s not too late to participate in the online survey sponsored by the Council of UC Retiree Associations (CUCRA). This is the inaugural systemwide survey to determine the ways that retirees continue to stay involved with the University and their communities. Retired staff and non-senate academic who have not already done so are urged to complete the survey which can be accessed here: https://www.surveymonkey.com/r/UC-Retiree-Survey

CUCRA SURVEY OF RETIREE ACTIVITY — 2013-16

OVERVIEW---This project is sponsored and conducted by the Council of UC Retiree Associations (CUCRA). The survey is similar to those conducted by the Council of UC Emeriti Associations (CUCEA) over the past dozen years. The success of the survey depends on the cooperation and assistance of the retiree associations at each of the 9 campuses, 3 national laboratories, and the Office of the President/Regents. Associations at campuses with retiree centers may also enlist the assistance of the center staff. Specifically, each association and/or retiree center is asked to take responsibility for initiating and guiding the online survey of all staff and non-Senate retirees –– both association members and non-members. The online survey tool is SurveyMonkey. Our aim is to close the survey on October 28, so your immediate attention to the project is required.

TIMELINE--- September 26 (week of) - Send Email 1 - announces forthcoming surveyOctober 3 (week of) - Send Email 2 - introduces survey invitation and linkOctober 10 (week of) - Send Email 3 - first reminder and survey linkOctober 17 (week of) -Send Email 4 - second reminder and survey linkOctober 28 - survey closes

DISTRIBUTION---Each association or center is asked to send the survey announcement during the week of September 26 to all retirees for whom email addresses are available. This should be followed by the invitation and link to the online survey during the week of October 3. Associations also are encouraged to communicate by conventional mail or phone with retirees for whom email addresses are unavailable to invite their participation and provide them with the survey link.

During the weeks of October 10 and 17, association presidents are asked to send follow up email messages reminding retirees of the survey and encouraging their participation. About one week after the first follow up letter, a third-and-final reminder note should be sent. Model messages are included in the separate attachment.

MESSAGING---Communications which announce and introduce the survey and promote participation should be sent from the association president. You may also want to include the center director. Model letters are in a separate attachment . The first introduces the survey and asks recipients to be watchful during the first week of October; the second includes the link to the survey. The third and fourth are reminders to participate. These templates are provided as models, and each president may revise in his/her own style.

PUBLICITY---It can be very helpful if the survey is accompanied by timely publicity at the local level to raise awareness and promote the legitimacy of the study. Use every means available –– the association’s website and newsletter, as well as announcements at association-sponsored events. It also may be possible to include an announcement in campus or lab electronic newsletters. The more mentions of this project, the better. A link tot the survey will be added to the CUCRA website.

RECORDING AND MANAGING DATA---The survey will close on Friday, October 28. The online survey data will be compiled in a secure centralized database. Online survey responses will be coded in a way that will allow each association to receive its own unique database of information provided by its retirees.

QUESTIONS?---Contact Lee Duffus at [email protected] or 831-426-6960.

Attachment C

CUCRA SURVEY Q&A FOR RETIREE ASSOCIATION

OFFICERS AND RETIREE CENTER DIRECTORS

Q - I received a survey from my local Retiree Association. What is this all about?

A – The survey was designed and sponsored by the Council of UC Retiree Associations (CUCRA), which consists of representatives from every UC staff retiree association. There was an announcement about the survey in the August 2016 edition of New Dimensions.

The primary purpose of the short survey is to provide information that can be used by individual campus and lab retiree associations and by campus retiree centers to better serve and advance the interests of UC’s retired staff.

Q – Do I have to respond?

A – Your participation is very important. This is the first-ever comprehensive survey of UC retired staff and non-Senate academics. We need your input in order to document your activities and engagement to help the administrators at the Office of the President and at campuses and laboratories better understand the many contributions made by retirees. The information will also help CUCRA and retiree associations advocate more effectively on behalf of UC retirees.

Q – Does this have anything to do with my current UC benefits?

A – No. There are other, existing avenues for retirees to provide feedback on their satisfaction level with current UC-sponsored benefits. This survey is all about your activities and contributions, and you are the only source that can provide this valuable information.

Q – How secure are my responses to the survey?

A – Your responses will be compiled on a secure server, and all responses will be kept confidential. Ten respondents will win a $100 Amazon gift certificate. If you would like to be entered into the drawing please complete the optional contact information section at the end of the survey.

Attachment D

Q – How will the survey results be shared?

A – CUCRA plans to present the survey’s findings for the entire UC retiree community in a written report to key administrators in the President’s Office and at each campus and laboratory. The report will also be made available online to members of retiree associations and other interested individuals.

Q – One of my friends received the survey, and I didn’t.

A – Sorry. You can access the online survey at https://www.surveymonkey.com/r/UC-Retiree-Survey

If you don’t use email, you won’t receive a survey. The survey’s sponsors determined that the cost of sending surveys by “snail mail” and manually entering responses would be prohibitive.

Q – Why are you only asking about the most recent three years?

A -- This is the first University-wide survey of retired staff and non-Senate academics. We plan to repeat the survey every three years, mirroring the University-wide survey of retired faculty that is conducted every three years. Both surveys focus on the respondents’ activities during the previous three-year period.

We understand that some retirees who retired a number of years ago might have been more active closer to the beginning of their retirement. However, for the purpose of this survey, we are primarily interested in every respondent’s activities during the most recent three years. Question 36 in the survey does provide an opportunity for respondents to describe their activities prior to July 2013.

Q – I’m having trouble getting the survey to open on my computer [or other Survey Monkey issue]?

A – You can call Cary Sweeney (510-643-3212) or Sue Barnes (310-825-7456) for technical assistance.

Q – If I have other questions, who can I contact?

A – Contact CUCRA Chair Lee Duffus at 831-426-6960 or [email protected].

https://www.surveymonkey.com/r/UC-Retiree-Survey


Accounts PayableUCLA Emeriti/Retirees Relations Center1116 Rolfe HallBox 951437Los Angeles, CA 90095-1437

Invoice No 7364 •

Date 10/6/17Project Title Survey of UC Retirees: B&W and Color VersionsOrdered By Sue Barnes

Description Amount

Creative Services 1,250.00Digital Production 2,400.00 Additional Color Version 400.00Digital Image Processing 250.00 Additional 300.00Illustration 400.00Print Supervision 300.00Project Revisions 825.00Project Expenses 100.00

Subtotal $6,225.00 Donation of Services -$2,800.00

Total $3,425.00

*Nontaxable: files transferred via email.

TERMS: PAYABLE UPON RECEIPT

Alexander Atkins Design, Inc.3790 El Camino Real, Suite 346Palo Alto, CA 94306www.alexatkinsdesign.com

A service charge of 1.5% per month (18% APR) will be charged on accounts past due after 30 days, plus all costs of collection, suit, and reasonable attorney’s fees.

MAIL PAYMENT TO:

Alexander Atkins Design PO Box 575 Los Altos, CA 94023-0575

T: 650-948-6644F: 650-948-3999E: [email protected]

Attachment E

INVOICEDATE

10/20/2017

INVOICE NO.

10764

BILL TO

University of CaliforniaSue Barnes/John DahlRetirees Relations Center1116 Rolfe HallLos Angeles, CA 90095-1437

SHIP TO

University of California, Berkeley

Craftsmen Printing

6660 Via Del OroSan Jose, CA 95119Phone: (408) 224-6464Fax: (408) 224-1910

P.O. # TERM

Net 10 days

SALES CO...

Dan

SHIP DATE

10/19/2017

SHIP VIA

Delivery

TAX/EMPT.

taxable

Thank you for your business. Total

DESCRIPTION AMOUNT

Printing of 500 saddlestitched brochures for UC Retirees -Advocates/Ambassadors/Assets - 16 pages plus cover

2,839.00T

FedEx proof to Sue Barnes 32.30Sales tax 4-1-17 262.61

$3,133.91

Attachment F

UCLARA Action Plan for Dissemination of CUCRA Staff Retiree Survey Results-Updated 3/27/18

Action Required Responsible Individual(s)

Completion Date (all action to be completed by March 31, 2018)

1. Review UCLA results; if better than overall results, then highlight them incommunications. Subcommittee reviewed UCLA results and determined that therewere no significant differences

Subcommittee Members 1/9/18

2. Send a letter (see sample in press kit as a model) with a hard copy or electroniccopy of the report, as indicated, to the following individuals; follow-up with face-to-face meetings as indicated. Sue Barnes indicated that the ERRC will print and packagethe letters for mailing.

Hard Copies • Chancellor and Mrs. Block with invitation to lunch at the Faculty Center at

their convenience (to follow up on Mrs. Block’s interest in volunteerism; leavelunch date open and dependent upon their availability)

• Former VC Carole Goldberg-follow-up with her about possible retireeinvolvement in Centennial Committee

• Executive Vice Chancellor Scott Waugh• Vice Chancellor, UCLA Health Sciences John Mazziotta• Vice Chancellor Michael Beck• Vice Chancellor Steve Olsen• Vice Chancellor, External Affairs Rhea Turteltaub-the subcommittee

recommends suggesting follow-up meeting with Board this year andmentioning opportunity to explore retiree donor base

• Interim Vice Chancellor, Student Affairs Monroe Gorden Jr.• Dean, Undergraduate Education, Patricia Turner- the subcommittee

recommends suggesting follow-up meeting with Board this year• Vice Provost, Enrollment Management Youlonda Copeland-Morgan-follow-up

with an invitation to attend a Board meeting to discuss opportunities forretirees serving as volunteers for reviewing undergrad applications

• Associate Vice Chancellor Julie Sina-• Director Cia Ford• Associate Vice Chancellor Lubbe Levin-include follow-up letter addressing

action items that developed from her conversation with Board

Rod Rose

Sue Barnes to email her

Rod Rose Rod Rose Rod Rose Rod Rose Al Aubin

Rod Rose Al Aubin

Al Aubin

Pat Webber Pat Webber Rod Rose

2/9/18

2/6/18

2/9/18 2/9/18 2/9/18 2/9/18 Met with Board 3/20

2/9/18 Attending 4/17 Board meeting Contact made; requested meeting

1/30/18 1/30/18 1/29/18

Attachment G


• Student Regent Devon Graves-attending January Board meeting • Alumni Regent Albert Leamus-attending January Board meeting

• Governmental Relations-Director Richard Benbow and Elizabeth Boatwright-Simon

• New Associate Vice Chancellor-Communications (when hired) • Assistant Vice Chancellor-Campus Life, Mick De Luca • Medical Center HR Director Susan Takeuchi-the subcommittee recommends

suggesting follow-up meeting with Board this year • Interim Director of Volunteer Services Ashley Love-Smith-suggest follow-up

meeting with the Board

Electronic Copies • Vice Chancellor Michael Levine (already delivered by Sue Barnes) • Staff Assembly Chair and Board members • AMG Chair and Board members

• CHR Retirement Counselors

Rod presented Devon Graves a copy of the report at the Board meeting; Albert Leamus was unable to attend meeting so Al Aubin will send him a copy of the survey. Rod Rose Rod Rose Rod Rose Al Aubin Rod Rose Sue Barnes Al Aubin Al Aubin Sue Barnes

1/16/18 Meeting held 3/12/18 Completed Met with Board 2/20 Met with Board 2/20 Email sent 2/7/18

3. Explore with Lubbe Levin the dissemination of an electronic copy of the survey to wide campus distribution via BruinPost (all staff) with the goals of introducing the survey and the Association and its activities to create visibility; explore whether Lubbe will pay for this BruinPost

Rod Rose

4. Request opportunity to present survey results utilizing Powerpoint slides (see press kit) to the following organizational Board meetings:

• AMG Board • Staff Assembly Board

Al Aubin to mention this in the letters to these groups noted above and suggest that it is also an opportunity to introduce them to UCLARA


5. Include presentation on retiree survey with the UCLARA presentation to the Human Resources Advisory Group (HRAG) that Lubbe offered to host in February; follow-up on this action item from discussion with Lubbe

Rod Rose to mention in his letter to Lubbe Levin

HRAG meeting attendance to be scheduled

6. Send electronic copies of the survey results to the members of the Alumni Association Board, the UCLA Foundation Board, and the Medical Center Advisory Board (defer as noted) and offer to come to a future meeting to present findings and discuss opportunities

Pat Webber to suggest sending electronic copy to Alumni Association Board in her letter to Julie Sina; Al Aubin to suggest sending an electronic copy to UCLA Foundation Board in his letter to Rhea Turteltaub; subcommittee agreed to defer contacting Medical Center Advisory Board pending Board discussion with Susan Takeuchi, Medical Center HR Director

7. Draft an article regarding the survey results that can be used as a press release using sample press release and New Dimensions articles as model; include Emeriti survey results in write-up

Sue Abeles Drafted 3/21

8. Approach UCLA Media Relations for assistance in getting article mentioned in 7. above published (UCLA Newsroom, UCLA Magazine, local press sources)

Sue Abeles Mentioned in meeting with VC Turteltaub; she offered to have someone from Media Relations make contact

9. Publish results on UCLARA Website Sue Barnes 2/2/18 10. Publish results in ERRC Newsletter Sue Barnes 1/12/18 11. Publish results in UCLARA Newsletter Rod Rose Completed; Winter

edition 12. Approach Daily Bruin with results and the possibility of running personal stories of individual retirees

Sue Abeles

13. Approach Staff Assembly about posting an article in their newsletter regarding survey and results

Sue Barnes 1/18/18


Miscellaneous Notes:

The subcommittee thought the priorities for inviting administrators to the Board meetings through the end of this year were as follows:

1. Susan Takeuchi, Medical Center HR Director 2. Rhea Turteltaub, Vice Chancellor-External Affairs 3. Patricia Turner, Dean, Undergraduate Education

There was a suggestion made that the subcommittee should approach Elizabeth Juncosa and Dolores Dyer about strategy for approaching the Medical Center

UC Berkeley

• A copy of the report was sent to the new Executive Vice Chancellor and Provost in advance ofhis November meeting with the Berkeley Retirement Center’s Advisory Board. It helpedframe the discussion during the meeting.

• A copy of the report (along with a copy of “A Virtual Eleventh Campus”) was sent to thechancellor before her January talk at a luncheon with about 100 emeriti and retired staff. Inher talk, the chancellor offered to partner with the UC Berkeley Emeriti Association (UCBEA)and the UC Retirees’ Association at Berkeley (UCRAB) to explore ways to involve emeriti andretirees in supporting the campus.

• The UC Berkeley Retirement Center Director and the UCRAB President gave a presentation ata meeting of the Northern California Retirement Association Organization.

• Vice Chancellor for Administration Marc Fisher met with the Retirement Center’s AdvisoryBoard and discussed at length ways that retirees could contribute to the functioning ofdepartments in his purview.

• UCRAB is identifying other individuals with whom they should meet to discuss the CUCRAsurvey’s findings and ways that retired staff and non-Senate academics might support thecampus in achieving its goals.

UC Davis

• The UC Davis Retirees' Association President shared the report with several individuals, with acover letter that noted in particular the report’s striking finding about the number of UCretirees who volunteer. His letter also noted that UC Davis retirees remain generoussupporters of the campus, providing more than $6.2 million in gifts during the 2013-16 surveyperiod (augmenting the $2.8 million given by our retired faculty/academics/federationmembers). The report was shared with the chancellor; provost and executive vice chancellor;vice chancellor for Finance, Operations and Administration; vice chancellor for Developmentand Alumni Relations; assistant vice chancellor for Alumni Relations and executive director ofthe Cal Aggie Alumni Association; interim assistant chancellor for Government andCommunity Relations; director of Community Relations and Local Government Relations andthe chief marketing and communications officer.

• A meeting between the Staff Assembly and the UCDRA President is pending.

• The report is featured on the home page of the UC Davis Retirees’ Association’s website,along with a link to the UCOP article (“Survey offers picture of life after UC retirement”).

• A story about the survey also appeared in the UC Davis Retiree Center News email newsletter,and in Dateline UC Davis, the campus’s electronic newsletter for faculty and staff.

• Key survey highlights (reflected in UCDRA President Meyer’s cover letter) are included intalking points for special events (e.g., new retiree receptions, retirement planning workshops,etc.).

Attachment H

http://ucdra.ucdavis.edu/

UC Irvine

• The UCI Center for Emeriti and Retirees website http://retirees.uci.edu/ spotlights the CUCRA Survey in a photo slide show and links to the report.

• The Retiree Board Chair, CER Director and CUCRA representative created a list of groups to whom it would be important to share survey highlights.

• An infographic for the UCI data was developed and presented that along with the CUCRA Survey document.

• The report and infographic have been shared in meetings with:

• UCI local and federal government relations directors, who were excited to have the data to communicate with community and federal government officials.

• The Assistant Vice Chancellor, & CEO, Alumni and Alumni Relations, to whom the Center directly reports.

• The new Vice Chancellor for University Advancement and Alumni Relations and shared highlights from the Survey. He expressed the desire that future surveys include asking retirees specifically where on campus they serve such as particular Schools. He felt that would facilitate dissemination of data at campus councils that include Deans.

• Meetings are being arranged with the chancellor and executive vice chancellor and chancellor’s advisory council, which has all UCI vice chancellors and deans in attendance.

• Including the data along with the CER Annual Report to campus administration has been helpful in our (CER, UCI RA and UCI EA) joint request for:

• Additional staffing for the UCI Center for Emeriti and Retirees (CER). • Enhanced retiree parking arrangements on campus and a pilot program will begin May 1,

2018.

• The CER also continues to combine highlights from the CUCRA survey and create specific articles on retiree volunteering to submit to UCI Strategic Communications.

• The CER also utilizes this data and the UCI EA Survey data in combination with collected data on Retiree Giving to reinforce the importance of retirees to the UCI Community when seeking campus and off-campus discounts and perks.

• They are also including the data from the UCI EA Survey where applicable and complimentary.

http://retirees.uci.edu/

UC Los Angeles

• UCLARA created a sub-committee to develop a plan for disseminating and publicizing the report. The resulting action plan identified key individuals, persons responsible for various outreach efforts and a timeline for completion of the tasks.

• The press release template was adapted and sent, along with hard copies of the report, to the chancellor, the provost, vice chancellors for UCLA Health, administration, external affairs, academic personnel, finance and human resources. Additional recipients of hard copies included the vice provost for enrollment management, key members of the alumni relations and external affairs staff, the UC student regent and alumni regent, government relations director and directors of the volunteer centers.

• Several of the previously-mentioned individuals have attended UCLARA board meetings, where the report was used as a springboard for conversations about ways retirees can contribute to UCLARA. The goal is to continue inviting key individuals to each monthly board meeting. The conversations at these meetings have been very positive.

• Special efforts have focused on outreach to UCLA Health, and several board members traveled to the south campus to meet with key UCLA Health HR staff.

• Plans are underway to give presentations to the Administrative Management Group and Staff Assembly boards as well as the Human Resources Advisory Group.

• Electronic copies have been, or will be, sent to many other key individuals or groups, including the Alumni Association Board, the Foundation Board and the Medical Center Advisory Board.

• Articles have been published in the UCLARA, ERRC newsletters and Staff Assembly newsletters.

• HR offered to send a campus-wide publicity announcement.

• Links have been posted on the UCLARA and ERRC websites.

• Efforts will now turn to external publicity. The Vice Chancellor for External Affairs, in her meeting with the board, offered the assistance of her communications staff for these efforts.

UC Riverside

• The retirees association and emeriti association presidents are working cautiously, carefully and strategically, as their primary focus has been to get approval for the UCR Retirement Center.

UC San Diego

• The survey was shared with our large membership (2250) and with the UCSD Chancellor. The UCSD chancellor is very supportive of retiree and emeriti programs.

UC San Francisco

• We have conveyed the survey results our Chancellor. We are conferring with the UCSF Emeriti Association about a joint meeting with the Chancellor and other senior leadership to discuss the results of both the emeriti and retiree surveys.

• We anticipate that members of the UCSF Retirees Special Survey committee will have the opportunity to meet with the Associate Vice Chancellor of Human Resources to discuss the survey results.

• We have also forwarded the survey results to the Vice-Chancellor and Associate Vice Chancellor of Development, the Executive Director of Development.

• We hope to work with the Chancellor’s Office to reach a larger UCSF audience by making the survey results available through UCSF digital & print media.

• We have reached out to our news service. Once we joined forces with the emeriti they were willing to publish an article referring to both of our surveys.

• An additional outcome of the survey was Alumni Relations willingness to have retirees service as volunteers for Alumni Day, which will take place in June. Normally the department (as well as other departments) hire from a pool for this event, but this year our retirees will be given the opportunity to work directly with UCSF alumni.

Office of the President and Regents (PARRA)

• PARRA arranged for a meeting that included the CUCEA Chair-elect, the CUCRA chair, the co-author of the CUCRA retiree survey report, the author of the CUCEA emeriti survey report, President Napolitano and members of her senior staff (who received copies of the CUCRA and CUCEA reports). The meeting focused on ways emeriti and retirees could be more engaged in supporting UC campuses and laboratories.

• The report was shared with various other key individuals at the Office of the President.

UC Santa Barbara

• We featured the survey at our Christmas lunch last year, with a copy at each lunch table for people to read and discuss - and we presented a copy to our Chancellor at the event.

• Beyond that, we are still getting started.

UC Santa Cruz

• The Retirees Association and the Emeriti Association have joined forces to promote both survey reports. This makes for a much more interesting, comprehensive, and richer story of the ongoing contributions and activities of all UCSC retirees — faculty and staff. The two Association presidents have met with the chancellor, executive vice chancellor, and assistant chancellor, and provided each with copies of the reports and infographics that summarize the data for Santa Cruz survey participants. These meetings had an immediate and unexpected result: an offer of budgetary assistance to both associations! The reports also added to the agenda of a January meeting of the senior leadership of the campus.

• Both associations have developed one-page infographics that highlight the data for UCSC's survey participants. The Retirees Association infographic calls attention to the significant differences from other UC colleagues in volunteer rates both on campus and in the community, as well as the financial contributions to UCSC. This is prominently featured on the RA website along with a link to the complete CUCRA report. https://retirees.ucsc.edu/announcements-news/2017-retirees-survey-article.html

• The CUCRA report has been added to the UCSC Emeriti Association website, and the CUCEA report may be accessed from the Retiree Association website. Both survey reports may be accessed from UCSC's Retiree and Emeriti Center website.

• RA president Ilse Lopes and past CUCRA chair Lee Duffus are planning to meet with the Staff Advisory Board to discuss the report and explore ways the two organizations can work together more effectively. The report also has been discussed with Sherry Main, Chief Communications and Marketing Officer at UCSC and Staff Adviser to the Regents.

• Additional internal promulgation efforts for both the CUCRA and CUCEA reports include distribution of the report to the UCSC Foundation Trustees and the Alumni Association Council.

• The Associations have engaged with the Public Information Office to develop a news story for inclusion in the campus-wide online Tuesday Newsday and the next issue of the campus's quarterly magazine that is widely distributed to alumni and donors. Interviews have been conducted and it is expected that the story will appear soon. It is possible that this will be adapted as an op-ed article for distribution to local community newspapers.

https://retirees.ucsc.edu/announcements-news/2017-retirees-survey-article.html

c

Attachment I

UC RETIREES: ADVOCATES, AMBASSADORS, ASSETS

Today’s Presentation

1. Goals for survey2. Major survey findings3. Project scope/process4. Positive Outcomes5. Lessons Learned


Survey Goals

• Help UC administrators better understand retiree contributions

• Help UC retirement organizations (RO’s) advocate for retirees

• Give retirees information about their achievements

• Help UC ROs create and improve retiree programs


c

Survey Findings


RETIREE ASSOCIATON VOLUNTEER SERVICE


FINANCIAL CONTRIBUTIONS 2013 - 2016

• UC Santa Cruz - $13.3 million• UC San Francisco -$600,000• UC Irvine - $11 million• UC Davis - $6 million

Note: Most UC locations do not track retired staff donations, although they do for emeriti, so most of these figures are partial totals.


LIFE BEYOND SERVICE

Travel

Creative PursuitsFitness

Lifelong Learning

Care Giving


Project Scope/Process1. Formed committee formed (met by conference call)2. Define goals3. Designed survey instrument (online – Survey Monkey)4. Sent survey announcement, reminders5. Analyzed responses, compiled comments6. Wrote report7. Coordinated design/printing8. Created press kit9. Publicized/disseminated report10.Continue to follow up


PRESS KIT

1. “Maximizing the Report” –ideas for publicity

2. Templates – Press release, letter and email templates

3. Graphics – Cover and inside charts and graphics

4. PowerPoint slides


• Shared with• UC President and her key staff• Campus administrators• Regents• Retirees• UC-affiliated boards

• Published via• Association/center websites• Campus-wide publications

• Used to create “talking points” for events

Internal Dissemination/Publicity


• Reached out to campus news service, external affairs and/or communications office for assistance

• Sent press release to local media

• Published story in alumni magazine

• Published information on social media

External Publicity


• UC Santa Cruz: shared retiree/emeriti reports together; created UCSC infographics

• UC Irvine: Fed Op-Ed articles to local media; used to advocate for parking, center staff person

• UC Santa Barbara: used as conversation-starter at holiday luncheon and inoutreach to new retirees

• UCLA: created written action plan; invited key administrators to board meetings

Unique Approaches


• Start conversations• Build awareness• Propose

collaborations• Advocate for

retiree, association and/or center support

The report is being used to

Outcomes


Suggestions/Lessons Learned1. Start with your goals2. Set a budget / get estimates early (design and

printing are very expensive) Total: $6,500 / 500 copies

3. Recruit a diverse committee (data analyzers, writer, designer, publications coordinator)

4. Set a realistic timeline (include time for questionnaire development, data analysis, writing, design, printing)

5. Revisit goals for every step


Did we meet our goals?

1. Help UC administrators better understand retiree contributions

2. Help UC retirement orgs (ROs)advocate for retirees

3. Give retirees information about their achievements

4. Help UC ROs create and improve retiree programs


http://cucra.ucsd.edu/survey

Attachment J

University of California Retiree Activity Survey 2017 - 2019

This survey of retired UC staff and non-Senate academics is conducted every three years.It focuses on activities and contributions during the past three years (January 2017-December 2019). If you have retired since December 2019, please report on your activitysince retirement.

Your additional comments and details are encouraged throughout this survey. The spacebelow a given question will expand to accommodate your statement.

1. Retiree type

Retired UC or Laboratory Staff Retired UC Non-SenateAcademic

UC Emeritus/a

2. Gender

Male Female Other

3. Age

Younger than 60

60-64

65-74

75-84

Older than 84

4. How many years did you work for UC before your retirement?

5-9

10-19

20-29

30-39

40+

5. During which time period did you retire from UC?

2015-2019

2010-2014

2005-2009

2000-2004

1995-1999

Before 1995

The first age range in the last survey was "Younger than 55." Since the vast majority of UC staff retire at age 60 or later, this was a tiny cohort. Recommend changing to "Younger than 60."

Attachment K


6. From which UC entity did you retire? If you worked at more than one location, choosethe last one at which you worked.

UC Berkeley

UC Davis

UC Irvine

UCLA

UC Merced

UC Riverside

UC San Diego

UC San Francisco

UC Santa Barbara

UC Santa Cruz

UC Office of the President orRegents

Lawrence Berkeley NationalLaboratory

Lawrence Livermore NationalLaboratory

Los Alamos Nationatl Laboratory


7. At which type of UC entity were you working when you retired? If you worked at morethan one entity, choose the last one at which you worked.

Main campus

Medical school, center or clinic

UC Agriculture and Natural Resources

Laboratory (LLNL, LBNL or LANL)

Off-site administrative office/remote office

Off-site field station, institute, research facility, centeror extension office

UC Office of the President

8. How close do you live to the nearest UC campus, laboratory or Office of the President?

Within 10 miles

11-30 miles

30+ miles, but within California

State other than California

Outside of U.S.

The last survey didn't include "UC" and many people took the location literally (for example, choosing "other" instead of UC Davis if they worked in Sarcramento)

In the last survey, 366 people chose "other" for this question. In analyzing the comments, it seemed that more choices and clarifying language would help.

We added "Within 10 miles; in urban areas, 30 miles can be an inordinate distance. This allows the data to be filtered by those who live within a reasonable drive to campus, and thus report data for those most likely to be involved.

Volunteer ServiceIn the next several sections, we consolidated several questions that were divided into two questions in the last survey (where the first question was a yes/no question and a follow-up depending upon whether the person answered yes or no. We worded them so that the same information could be obtained in one question by using "Check all that apply. If none, leave blank." It simplifies things.

9. During 2017-2019, did you participate in volunteer/service work at UC? Check all thatapply. If none, leave blank.

Student advising/mentoring

Student mentoring/tutoring

Docent

Event ushering

Staff/faculty mentoring

Committee or task force membership

Research

Retiree center or association

Teaching

Health care facility-related


10. If you did not volunteer for UC during 2017-2019, why not? Check all that apply.

Too busy with other activities

Unaware of volunteer activities

Not interested

Live too far away

Difficulty parking on campus

Mobility limitations


11. During 2017-2019, did you participate in volunteer/service work in your communityoutside of UC? Check all that apply. if none, leave blank.

Community/civic service organization

Medical facility/hospice/elder care facility

Governmental committee/advisory board

Library/language skills/literacy program

Museum/performing arts center/cultural organization

Political organization (local, state or national)

Religious organization

Mentoring/tutoring program

Teaching/community education/adult education


12. During 2017-2019, did you participate in any public service work on a pro bono basisthat makes use of your expertise/background?

Yes No

We added this question, as we think it could help associations to advocate for changes to encourage retiree volunteerism.

John Vohs added this question to the 2018 emeriti survey, which he is finalizing now. We think it will yield very good information, so we recommend adding it to the CUCRA survey as well.

13. If you wish to do so, please share details about your volunteer/community servicework during 2017-2019.

Employment in Retirement

14. During 2017-2019, did you return to work in a paid position at UC?

Yes, full time (suspendedretirement)

Yes, part-time No

15. During 2017-2019, did you work in a paid position at a business ororganization outside of UC?

Yes, full time Yes, part-time No

16. During 2017-2019, were you self-employed?

Yes, full time Yes, part-time No

17. If you wish to do so, please share details about your employment in retirement during2017-2019.

Professional Engagement

18. During 2017-2019, did you provide any professional services? Check all that apply. Ifnone, leave blank.

Legal/financial services

Technical services

Medically- or therapeutically-related services

Religious or spiritual services

Service on board of directors

Service on professional committees

Teaching/coaching/mentoring

Consulting


We added additional choices here, since there were many common themes in the "Other" comments in the last survey.


19. During 2017-2019, did you write professionally? Check all that apply. If none, leaveblank.

Books

Book chapters

Journal articles

Magazine articles

Website content

Blog posts

Newspaper or newsletter articles

Papers for conferences

20. During 2017-2019, did you use electronic or social media (for example, YouTube,Instagram, Pinterest and Facebook) as outlets for professional work?

Yes No

21. If you wish to do so, please share details about professional services you providedduring 2017-2019.

Awards and Recognition

22. Did you receive any awards or recognition during 2017-2019? Check all that apply. Ifnone, leave blank.

Community organization Government agency UC-affiliated entity


23. If you wish to do so, please share details about your awards/recognition during 2017-2019.

We added additional choices here, since there were many common themes in the "Other" comments in the last survey.

We added this questions, as many people commented on their use of social media in the last survey's open-ended comments.

Life Beyond ServiceWe rolled the caregiving and creative endeavors sections into this new section and created a new question about leisure activities. This section evolved as we wrote the last report. We did not ask a question about leisure activities, but so many people commented on their interests that it ended up being a lively section of the report that showed the depth and breadth of retiree interests.


24. Which leisure activities do you enjoy on a regular basis? Check all that apply.

Spending time with family/friends

Using social media to connect with family/friends

Writing

Reading

Watching television

Gardening

Travel

Automobile maintenance/restoration

Culinary arts

Scrapbooking

Geneology

Investing

Lifelong learning opportunities (for example,attending lectures and workshops)

Religious/spiritual activities

Remodeling/home decorating

Visual arts (for example, drawing, painting andsculpture)

Photography/videography

Performing arts (for example, music, theater anddance)

Crafts (for example, pottery, sewing, jewelry making,quilting, knitting and woodworking)

Fitness/physical activity

25. If you wish to do so, please share details about your leisure activities during 2017-2019.


26. During 2017-2019, did you provide care for another person(s)? Check all that apply. Ifnone, leave blank.

Child

Grandchild

Spouse/partner

Parent

Other family member

Friend

27. If you wish to do so, please share details about your caregiving responsibilitiesduring 2017-2019.

Involvement with UC-affiliated Retiree Association

Brief comments

28. Are you a member of a UC-affiliated retirees association?

Yes No Unsure


29. If you are not a member of a UC-affiliated retirees association, why have you notjoined? Check all that apply.

I don't know about the association

I know about the association, but am not interestedin joining

I live too far away to participate

I have mobility limitations that make it difficult toattend events

I am too busy caregiving

I am too busy with other activities

I do not think I would benefit from joining


30. Please check the following retiree activities that you would be most likely to attend.Check all that apply. If none, leave blank.

Educational talks

Cultural activities

Social events

Day trips

Group travel tours

Tours of campus venues

Computer/device/technology training

Interest groups (for example, investment groups,book clubs and game players)

31. If you wish to do so, please provide suggestions for advocacy that UC retireeassociations might provide on behalf of UC retirees.

32. Please describe any other of your activities in retirement during 2017-2019 that maybe of interest.

Your name

Your email address

33. (optional) If you wish to be entered in the drawing for one of 10 $100 amazon giftcards, please provide your name and email address. Your answers to this survey areconfidential and your identity will not be associated with your answers in any reportingof data.

Thank you for participating in the survey. By participating, you are supporting the interest of your UC retireecolleagues.

A report of the survey findings will be publicly available.