The CSU-ERFSA Grant Awards Program
All CSU-ERFSA members in good standing whether faculty, staff, or administrators (a membership application may be made concurrently with a grant application) may apply for funds to support research and creative projects that are in accordance with the following goals: 1) Scholarly research on issues important to the retiree as a continuing member of an academic discipline or community, 2) Research and scholarly projects that contribute to the quality of life of the retirees in the University system, 3) Research and creative projects that contribute to a given academic discipline, 4) Research pertaining to the retirement concerns of faculty and staff within the California State University System. Links to the complete guidelines for the Grant Awards Program and the application form are provided below.
Funds for the CSU-ERFSA grants are provided by the CSU-ERFA Charitable Foundation. CSU-ERFSA makes a contribution to the Foundation in memory of each deceased member. Individual members and friends also may make contributions to the the CSU-ERFA Charitable Foundation to support the Grant Awards Program.
Contributions to the CSU-ERFA Charitable Foundation can be made by check, by monthly deduction from your CalPERS retirement warrant if you are a CSU-ERFSA member. Use this form for donations via check or monthly deduction.
Donations also can be made via credit card, debit card, or a transfer from your PayPal account.
The CSU-ERFA Charitable Foundation currently holds a PLATINUM Seal rating for transparency from GuideStar.
Typically, one to four grant awards are made each year, and the grants range from a few hundred dollars to $1,000 in value, though larger awards are possible. The total amount available for the 2020 grant cycle is expected to be between $5,000 and $6,000. Grant applications for the 2020 cycle may be submitted beginning July 1, 2020. Please use the links below to download program guidelines and application forms for the 2020 grant cycle.
The deadline for the submission of proposals for the 2020 grant award cycle is October 31, 2020 at 2 PM. Proposals may be submitted anytime after July 1, 2020, but must be received by the October 31st deadline. Notification of grant awards will be made in December of 2020. Contact CSU-ERFSA headquarters at (818) 677-6522 or use the links below for application materials, or for more information about contributing to the CSU-ERFA Charitable Foundation.
Please note that CSU-ERFSA grant recipients are required to submit a brief year-end report describing the results of their projects.
CSU-ERFSA was founded in 1985 in response to threats and attempts to reduce or eliminate CSU retirees rights, privileges and benefits and to support the activity of retired faculty and staff as continuing members of the California State University community. Anyone who has retired from the CSU system and is receiving a pension from CalPERS based on that service is eligible to join CSU-ERFSA.
Since its founding in 1985, CSU-ERFSA (formerly CSU-ERFA) has centered its activities on the protection and enhancement of retiree benefits. A few of its accomplishments include:
(1) Leading the development of the PERS Long Term Care Partnership option.
(2) Being instrumental in stopping the use of $2 billion from PERS pension supplemental funds to offset the state budget. These funds might be used to lessen retiree losses due to inflation .
(3) Supporting adoption of Proposition 162, the Pension Protection Initiative, which was a result of the combined efforts of CSU-ERFSA and a coalition of senior groups. It was approved by the California voters and is now part of the California Constitution (Art. XVI, Sect. 17).
(4) Keeping a close watch on the investment and use of PERS funds because legislative action and court decisions could diminish the intended effect of Proposition 162.
(5) Successfully supported adoption by the CSU Board of Trustees of a resolution recognizing Emeritus faculty as continuing members of the academic community.
(Visit our accomplishments page to view a more detailed list of CSU-ERFSA accomplishments on behalf of its members and all CSU retirees.)
The Association publishes a newsletter, the Reporter, four times a year. This journal keeps members informed about pending legislation in the state legislature and Congress, as well as actions of public executive officers, the office of the CSU Chancellor, and the Board of Trustees that could affect member benefits, rights, or privileges. CSU-ERFSA also sends those members who request it a yearly pocket calendar that includes important addresses of CSU-ERFSA officers, campus retiree organizations, and members of the PERS Administrative Board.
The State Council is the governing body of CSU-ERFSA. It includes CSU-ERFSA officers, executive committee members-at-large, delegates from campus affiliated organization, nine at-large delegates, chairs of CSU-ERFSA's standing committees, and ex officio members. The State Council meets usually meets twice a year.
The Executive Committee is comprised of the CSU-ERFSA president, vice president, secretary, treasurer, past president, executive director, the editor of the Reporter, the CSU-ERFSA webmaster, and the Chairs of the Legislative, Health Benefits, Membership, and Grant Awards Committees.
In addition, CSU-ERFSA currently has five standing committees, an archivist, and liaisons to the California Faculty Association and the CSU Academic Senate.
The CSU-ERFSA Constitution and By-laws are available to download:
The day-to-day operations of CSU-ERFSA are carried out by a small paid staff consisting of our Executive Director, and Office Manager who work out of the Retiree Center at Cal State Northridge.
Staff Contact Information
Harold Goldwhite (Los Angeles), Executive Director
Melanie Mamakos, Office Manager
The Retiree Center
18111 Nordhoff Street
Northridge, CA 91330-8339
(For prompt mail delivery, please include the 9-digit zip code on your correspondence.)
Office Hours - Monday through Thursday 9 AM to 3 PM Pacific Time
Voicemail messages may be left outside of regular office hours.
Phone: (818) 677-6522
FAX: (818) 677-6511
Please stay safe and well.
Member Services and Benefits
In addition to the work that CSU-ERFSA does to protect and enhance the pension and healthcare benefits of retirees from the California State University system, we provide important benefits and services to our individual members. These include:
Personal Assistance to members who are having difficulty resolving pension or health care benefit issues, or who have been subject to an adverse administrative ruling by their campus, their health care providers, CalPERS (including the CalPERS long-term care program) or CalSTRS. In most cases CSU-ERFSA members are able to resolve issues relating to their pension or health care benefits by calling CalPERS (or for a few members CalSTRS) or by calling the provider directly. In other cases, particularly for members who are in the Faculty Early Retirement Program, the Human Relations office at the member's campus often can provide assistance. However, when a CSU-ERFSA member has been unable to resolve these issues with the agency or provider, or when the member has received an adverse administrative ruling from the agency, provider, or - for those in the Faculty Early Retirement Program - from the member's campus; CSU-ERFSA often can provide the member with assistance that is helpful. Our experienced professional staff together with a cadre of dedicated volunteers has had years of experience dealing with such problems.
If you are a CSU-ERFSA member who has been unable to resolve a problem with your pension or health care benefits, or if you have been subject to an adverse administrative ruling, call the CSU-ERFSA headquarters at 818-677-6522 for help.
The online brokerage firm, Charles Schwab, is offering a complimentary copy of The Schwab Guide to Finances After Fifty to CSU-ERFSA members who request a copy. When your order is placed, Schwab will send follow-up communications regarding shipping along with links to retirement-related articles and tools. Note that all email communications include an option to opt out of receiving further marketing communications from Schwab.
The Charles Schwab Guide to Finances After Fifty was written by Certified Financial PlannerTM and financial columnist Carrie Schwab-Pomerantz. It has been recognized by The New York Times as one of the best books on financial planning. Visit schwab.com/book to learn more about the author and the topics covered. Call CSU-ERFSA headquarters at 818-677-6522 for information on ordering this complimentary book.
Schwab also is offering a cash incentive of up to $500 to CSU-ERFSA members who become a new Schwab client, and who make a qualifying net deposit. Call CSU-ERFSA headquarters at 818-677-6522 for information about how to take advantage of this offer.
A detailed Survivor's Guide. This 30-page document, which was developed by the CSU-ERFSA Pre- and Post-Retirement Concerns Committee, has been described as "invaluable" by many members. As noted in the introduction to the Survivor's Guide, "No one wishes to think about death, but the prudent person knows that it is inevitable and advanced preparation reduces the concerns and anxiety of the survivor at a time of stress. [The] Guide [identifies] items that can be considered and developed in advance of a death as well as items with which to be concerned when a death occurs." The Guide is tailored to the needs of CSU retirees and their spouses but it can be used by any California resident. It provides a wealth of practical information. The Guide, which is remarkably complete, includes a Master Document Locator and a number of lists that the member can fill out and keep up to date. These include lists of assets and liabilities, employment records, military records, family records, insurance policies, pension and annuity benefits, professional advisors, bank and financial records, real and personal property. The Guide also has pages where the member can record funeral preferences, obituary information, and information regarding wills and trusts.
A copy of the Survivor's Guide is provided free of charge to each new member when he or she joins CSU-ERFSA. Subsequent copies of the Guide are available to members for a nominal fee (currently $5) to cover the cost of printing and postage. Non-members can purchase copies of the Guide at a cost of $10 each. An order form for the Survivor's Guide can be downloaded here.
A Grant Awards Program. All CSU-ERFSA members in good standing whether faculty, staff, or administrators (a membership application may be made concurrently with a grant application) may apply for funds to support research and creative projects that are in accordance with the following goals: 1) Scholarly research on issues important to the retiree as a continuing member of an academic discipline or community, 2) Research and scholarly projects that contribute to the quality of life of the retirees in the University system, 3) Research and creative projects that contribute to a given academic discipline, 4) Research pertaining to the retirement concerns of faculty and staff within the California State University System. Follow the link for details about our Grant Awards Program.
The CSU-ERFSA Grant Awards Program
All CSU-ERFSA members in good standing whether faculty, staff, or administrators (a membership application may be made concurrently with a grant application) may apply for funds to support research and creative projects that are in accordance with the following goals: 1) Scholarly research on issues important to the retiree as a continuing member of an academic discipline or community, 2) Research and scholarly projects that contribute to the quality of life of the retirees in the University system, 3) Research and creative projects that contribute to a given academic discipline, 4) Research pertaining to the retirement concerns of faculty and staff within the California State University System. Links to the complete guidelines for the Grant Awards Program and the application form are provided below. Funds for the CSU-ERFSA grants are provided by the CSU-ERFA Charitable Foundation. CSU-ERFSA makes a contribution to the Foundation in memory of each deceased member. Individual members and friends also may make contributions to the the CSU-ERFA Foundation to support the Grant Awards Program. Contributions can be made either by check or, in the case of members, by a monthly deduction from their CalPERS annuity payment. (Contributions made by individual members and friends to the Foundation are tax deductible.)
A CSU-ERFA Charitable Foundation Donation Form for check or monthly deductions can be downloaded here. Credit or debit card donations to the Foundation also can be made through our Guidestar.com page. Just click on the donation button at the upper right of the page. We currently hold a PLATINUM Seal rating from GuideStar.
Typically, one to four grant awards are made each year, and the grants range from a few hundred dollars to $1,000 in value, though larger awards are possible. The total amount available for the 2018 grant cycle will be announced after the April 7, 2018 State Council Meeting. Grant applications for the 2018 cycle may be submitted beginning July 1, 2018. Please download the application form using the link below.
The deadline for the submission of proposals for the 2018 grant award cycle is October 31, 2018. Proposals may be submitted anytime after July 1, 2018, but must be received by the October 31st deadline. Notification of grant awards will be made in December of 2018. Contact CSU-ERFSA headquarters at (818) 677-6522 for application materials, or for more information about contributing to the CSU-ERFA Charitable Foundation.
Please note that CSU-ERFSA grant recipients are required to submit a brief year-end report describing the results of their projects. (We are in the process of preparing updated forms to reflect the recent name change and membership eligibility of our organization. Meanwhile the following forms may be used by all applicants.)
Grant Awards Program: Guidelines 2020 Cycle (PDF)
Grant Awards Program: Application Form 2019 Cycle (Word)
Grant Awards Program: Year-end Report Form (Word)
CSU-ERFSA (formerly CSU-ERFA) has worked tirelessly since its founding in 1985 to protect the pension and health care benefits of emeritus and retired California State University faculty members. Through the efforts of dedicated staff members and volunteers we also have provided our CSU-ERFSA members with personal assistance in resolving problems with their pension and health care benefits. The following list highlights some of the major accomplishments that CSU-ERFSA has achieved on behalf of retired and emeritus CSU faculty members.
- CSU-ERFSA successfully convinced the CSU Board of Trustees to adopt the resolution (RFSR 06-89-03) which established that "the .... emeritus faculty shall be deemed to be continuing members of the academic community" and shall have privileges "on the same basis as they are enjoyed by the general faculty." CSU-ERFSA works with its campus affiliates to ensure that the intent of the Trustees' resolution is fully implemented.
- CSU-ERFSA has been very active in protecting employees' retirement funds. In 1992 the Governor attempted to balance the state budget by using close to $2 billion from the supplemental part of the pension fund. The diversion of these funds to general budget purposes would have eliminated cost-of-living adjustments to retirees' pensions. Working with other California public employee organizations, we secured the passage of Proposition 162, The California Pension Protection Act of 1992, that provides protection against the use of pension funds for general budget purposes.
- Our Legislative Affairs Committee protects the interests of all CSU retirees by analyzing and tracking legislation in both the California State Legislature and the United States Congress that would affect retiree pension or health benefits. The Committee similarly analyzes propositions submitted to the voters as well as changes in rules and regulations of administrative bodies that would impact the interests of CSU retirees. CSU-ERFSA representatives participate in legislative and public agency hearings to present and defend the interests of CSU retirees; and, when appropriate, we take positions on propositions submitted to the voters.
- CSU-ERFSA was instrumental in working with the Public Employees Retirement System (CalPERS) to establish the CalPERS Long-Term Care Insurance Program. Several features of the program including its flexibility, consumer protection standards, and the California Partnership option were influenced by our work. The Association actively advocates reforms to improve the program, and we provide individual assistance to members who have been turned down for coverage or have other problems with the program.
- Key CSU-ERFSA staff members and volunteers have extensive experience working with the various CalPERS health benefits plans. We use this knowledge to assist individual members who encounter problems with their health insurance plans or with their medical and health facilities.
- CSU-ERFSA successfully supported federal and state legislation that eliminated the source tax for retirees who live in a different state than that which provides their pension income. Because of these laws, the pension income of CSU retirees who live outside California is subject only to the state income tax of their state of residence.
- CSU-ERFSA provided assistance and effective representation for retirees in the Faculty Early Retirement Program (FERP) who were threatened with layoffs during past periods of budget exigency.
- The Association also is committed to serving members who need guidance and support in dealing with or responding to administrative decisions relating to pension, health or early retirement program issues that affect them adversely.
- CSU-ERFSA keeps its members informed about impending changes in health plan benefits. The Association is especially active in working with CalPERS to control the costs of medical plans and pharmaceuticals.
- The Association provides assistance and support to individual CSU campus retiree organizations. We encourage campus retiree organizations to affiliate with CSU-ERFSA, and we provide financial support to these affiliated campus organizations by returning to them a portion of the CSU-ERFSA dues paid by retirees from their campuses. In addition, each affiliated campus is represented on the CSU-ERFSA State Council, which is our primary governing body. Currently 20 campus organizations are affiliated with CSU-ERFSA.
- CSU-ERFSA has implemented a Grant Awards Program to provide support for members' research on matters of importance to CSU retirees, and to support the scholarly and creative endeavors of our members. Grants are awarded each year.
- CSU-ERFSA representatives discovered through extensive research that the legislation that prevented CSU faculty members who retired in 1992 and took the "Golden Handshake" from working in any compensated capacity with agencies governed by the CSU Board of Trustees is no longer in effect. Because of CSU-ERFSA's efforts, CSU and CalPERS now acknowledge that 1992 retirees can work for compensation with CSU agencies.
- The Association has developed a Survivor's Guide that identifies details that should be considered in advance of death and matters of concern when death occurs. A copy of the Survivor's Guide is provided without charge to each new member, and additional copies are available to members for a nominal fee. Members have described the Guide as an essential and invaluable document.
- CSU-ERFSA's efforts culminated in voting membership for a retired faculty members on the CSU Academic Senate. CSU-ERFSA appoints the retired faculty member who serves on the CSU Academic Senate.
- CSU-ERFSA supports legislation designed to prevent the physical, mental and financial abuse of elders. Our support has assisted in the passage of several important elder abuse prevention laws.
- The Association supports and works on behalf of consumer protection legislation deemed to be in the best interests of our members and other CSU retirees. We are especially active in advocating reforms that would improve the CalPERS Long-Term Care Program, and other health-care benefits for retirees.
- Through our newsletter The Reporter, which is published quarterly, we keep our members informed about important pending legislation, governmental agency actions, and CSU Chancellor's Office and Board of Trustees actions that could affect the benefits, rights, and privileges of CSU retirees. Our website provides members and the general public with current information about issues of importance to us.
- Currently, we are working to improve the dental benefits for CSU retirees to the highest level of benefits received by active CSU employees.