Guide to the Archives of CUCEA

Introductory Notes

• The Council of University of California Emeriti Associations (CUCEA) was officially constituted on October 29, 1987 at a meeting held at Berkeley of representatives of the emeriti associations of all (nine at that time) of the University's campuses. This meeting was the culmination of a twenty-year period of development which began with the formation of the UCLA Emeriti Association in 1967 and continued through the gradual establishment of parallel associations on the other eight campuses. (See section X below for records from this pre-1987 period.)
• The Council operates on an academic year basis, meeting twice a year in October and April and generally alternating the place of meeting between a northern and a southern campus.
• These archives are arranged in a sequence of sections that attempts to proceed from the general to the specific: general operational papers are followed by minutes of Council meetings, papers of Council chairs and other officers, papers of committees, papers regarding principal issues of concern, papers representing liaison relationships with other entities, a file of CUCEA newsletters, and certain post-1987 papers of individual campuses. A final section organizes pre-1987 records of the developments, both general and on individual campuses, that led to the formation of CUCEA. In cases where a particular document seems appropriate to more than one file, duplicate copies have been included.
• Users of specific sections of these archives may also find it helpful to consult contemporaneous reports in the Council's minutes.
• Folders for each category as well as documents within them are arranged in reverse chronological order. In cases where the accumulation of records has become too bulky to allow accommodation in a single folder, appropriate groupings by date in multiple folders have been provided, with reverse chronological order maintained.

I. General Papers

• University Policy Affecting Emeriti – Official University-wide statements of policy pertinent to emeriti, both administrative and from the Academic Senate.
• General History – Documents of any date which summarize a segment of CUCEA history exceeding the term of a single Council chair.
• Bylaws – Sequential revisions of the Bylaws, together with any proposals for revision.
• Meeting Arrangements – Instructions, advice, suggestions and reminders to facilitate the planning for CUCEA meetings.
• Officers and Campus Representatives – Lists, often cumulative, of the names of officers and of the representatives appointed by the individual campuses.
• Officers – Liability Coverage
• Biography – Any biographical materials on CUCEA officers and campus representatives.
• Photographs – Any photographs, both individual and group, of CUCEA officers and campus representatives, many of these taken on occasions of regular Council meetings.
• Honorary Council Members – Chronological records of the elections by the Council, in accordance with the CUCEA Bylaws, Article I, Section C, of individuals as Honorary Council Members in recognition of their “exceptional contributions on behalf of UC emeriti.” (Further documents concerning these individuals may be found in the immediately-preceding “Biography” and “Photographs” folders.)
  
  

II. Minutes of Council Meetings – Announcements and advance agendas of Council meetings, draft and official minutes of these meetings, and copies of all attachments or appendices to the minutes, as well as any documents distributed in the course of the meetings. Each academic year has its individual outer folder, with two separate inner acid-free folders containing all records of the fall and spring meetings respectively.

III. Papers of Chairs – Documents (e.g. correspondence, memoranda, etc.) produced by, or during the term of, each Council chair which are not specific to another file in this arrangement. A separate folder is provided for each chair.

IV. Papers of Other Officers – Documents reflecting the work of the six further Council officers: Archivist, Historian, Information Officer, Secretary, Treasurer, and Web Manager.

The Treasurer's records, which are quite voluminous, have been divided into the following categories to facilitate access: General Papers, Reports to Council, Budget, Dues, Academic Council Support, Travel Expenses, Miscellaneous Expenses, Bank Statements, and Income Tax.

V. Papers of Committees – Documents generated by any committees officially appointed by the Council (working papers, reports, etc.):

• Biobibliographic Survey Committee (1997- ) 
• Communications Committee (1992)
• Investment Oversight Committee (2002- 2003)
• Nominating Committee (1996 - )
• Research Committee (1989/90)
  
  

VI. Issues of Concern to CUCEA – Separate files of documents relating to major issues which have been identified as being of ongoing or recurrent concern:
Academic Senate By Law 45, 55, and 175
Association of Retirement 
  Organizations in Higher Education (AROHE)
Benefits (General) 
   Spouses
   Domestic Partners
Benefits (Financial)
    Actuarial Assumptions
    COLA's/Purchasing Power 
    Death Benefits 
    Tax Deferred 403 (b) Plan 
Benefits (Health) 
    Health Care Facilitators 
    Long Term Care 
    Medicare/Medigap 
    Vision Care
California State University and Colleges 
Communication among CUCEA Members 
Customer Service Center 
Death Notices 
History of Emeriti Centers 
Housing 
“In Memoriam” 
Librarians, Status of Retired 
“New Dimensions” 
Office and Laboratory Space 
Office of Intellectual Property Adminstration (OIPA) 
Panunzio Award 
Parking 
Phased Retirement
Privacy
Recall
Rights and Privileges
Statewide Senate Emeriti Committee 
Surveys (CUCEA)
Symposium on Senior Health Care (2003)
Telephone Directory 
Titles for Emeriti
UCRS Advisory Board Representation
VERIPs

VII. Liaisons between CUCEA and Other University Entities – Separate folders of documents produced as the result of formally established liaison relationships between CUCEA and other entities within the University system:

• Compensation and Benefits Strategy Task Force (CBS) 
• CUCRA 
• Joint Benefits Committee 
• President's Office
• Regents 
• UCRS Advisory Board 
• University Faculty Welfare Committee

VIII. Newsletters – A file of all issues of any newsletters published by CUCEA.

IX. Individual Campuses – Separate files of CUCEA-related post-1987 documents generated by the emeriti associations on each of the ten campuses (e.g. campus reports to the Council on local activities; newsletters, brochures, etc. distributed to sister campuses as shared information).
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(The existence of this category in the CUCEA archives does not obviate the need for each campus to set up and maintain appropriate archives for its own local emeriti association, something strongly recommended and encouraged by CUCEA.)

X. Pre-History – All pre-1987 records documenting the development of the concept of a statewide affiliation of the emeriti associations being formed on the University's then-nine campuses:

• General – Those records having to do with relationships between two or more campuses:
• 1975-1981 – Documentation of efforts, spearheaded chiefly by Meridian Ball of the UCLA campus, to encourage establishment of emeriti associations on all nine campuses and to foster collegial interaction among them.
• 1983-1987 – Documentation of the successful efforts, spearheaded chiefly by Claude Fawcett of UCLA, to establish within the framework of the University a federation of the nine campus-based emeriti associations.
• Individual Campuses – Any duplicate records pertaining to the development of each campus-based emeriti association and to each separate association's efforts to relate to sister associations on other campuses. (Originals of such records belong primarily in each association's own archive.)

Reports from the Archivist

Archivist Report for November 1, 2012 Meeting

CUCEA's Archives are located on the UCLA campus in the Emeriti/Retiree Relations Center in Rolfe Hall. Eddie Murphy, Director of the Center, graciously gives us a place to process the materials as well as space to house them.

Each years' Fall meeting offers an appropriate occasion for the distribution of an updated edition of the Guide to the CUCEA Archives. This assures that the Guide is maintained as a current and accurate representation of the files as they expand, and at the same time it guarantees that it is put in the hands of the new officers, campus representatives, and Center Directors. 
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CUCEA, unlike many associations, does not work through a set of standing committees. In organizing the archives we have established a series of files in which we store documents on the separate specific issues which, over time, have engaged CUCEA's attention. 

The only change this year is the addition of the folder titled "History of Emeriti Centers" to Section VI. Issues of Concern to CUCEA. During the past year we finished processing the large amount of documents received from Honorary Member Moses Greenfield. These have been very welcome, as they filled in some of the gaps. Other former members of CUCEA should be reminded that the records of their work are important and should not be discarded. Send them to the CUCEA archives in the UCLA Emeriti/Retirees Relations Center where they can be reviewed and maintained as appropriate at the following address: 
       Ralph Johnson
       CUCEA Archivist
       UCLA Emeriti/Retirees Relations Center 
       1116 Rolfe Hall
       Los Angeles, CA 90095-1437

Ralph Johnson, Archivist 

• Archivist Report for October 28, 2010 Meeting
  
  The CUCEA Archivist reports regularly at the October and April meetings of CUCEA and offers a valued perspective on the development of the archive and its maintenance. The Guide to the Archive is posted here in conjunction with the recent reports. It is a useful reference for CUCEA members and also provides an overview of CUCEA interests and objectives.
  
  The CUCEA Archive has now been in existence since 1996, and it is good to report that the basic scheme of arrangement devised in 1995/96 has proven serviceable and sufficiently flexible to accommodate the natural growth to be anticipated for a file reflecting a lively and ever-developing organization such as CUCEA. The Archive at present occupies three full drawers of a standard filing cabinet housed in UCLA's Emeriti/Retirees Relations Center, and it continues to expand as new sub-heads are added as needed within established categories and as the voluminous documentation from each meeting is fitted in.
  
  Change within the Archive itself must of course be mirrored in the Guides which explains its rationale and facilitates access to it. It is therefore appropriate that we have established the procedure of reviewing and revising the Guide annually in October, so that current copies can be distributed to the reconstituted Council at each fall meeting. This allows all Council officers and representatives, dispersed as they are on all nine campuses, to have an overview of the contents of the Archive as it exists at its UCLA location, and to see whether materials are there which could be useful to them.
  
  When the Archives were first created, the documents were all on paper. In recent years, except for those that are handed out at the meetings, they arrive via the Internet and need to be printed for filing in the appropriate folders. Many are found on CUCEA’s web site including the “Guide to the Archives,” the most recent edition being October 2010.
  
  File folders created since the previous 2008 edition are Officers – Liability Coverage (page 2), Nearest Campus Membership (page 3), and Post Employment Benefits Task Force (page 4).
  
  At the April 28, 2010 meeting a suggestion was made to have an In Memoriam statement for Ralph Nair. It is already on CUCEA’s website and may be found as follows: Click on Awards; then click on Memorials; and finally click on Memorial Tribute to Ralph Nair [viewed 22 May 2010].
  
  Should you have any questions about the Archives or need information from it you may contact the current Archivist, Ralph Johnson, at his email address [email protected] or at 323-935-6868.
  
  ​Ralph Johnson, CUCEA Archivist

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• Archivist Report, April 2010
  
  It is with great sadness that we report the death of Norah Jones (LA) who was CUCEA's founding Archivist and supporter of CUCEA. Further details of her distinguished service to UCLA and CUCEA can be found in the April 2010 Archivist report and In Memoriam, as well as the UCLA campus April 2010 Emeriti Association Report.
  
  ​The CUCEA Archivist reports regularly at the October and April meetings of CUCEA and offers a valued perspective on the development of the archive and its maintenance. The Guide to the Archive is posted here in conjunction with the recent reports. It is a useful reference for CUCEA members and also provides an overview of CUCEA interests and objectives. 

• Archivist Report, October 2004
  
  The CUCEA Archive has now been in existence since 1996, and it is good to report that the basic scheme of arrangement devised in 1995/96 has proven serviceable and sufficiently flexible to accommodate the natural growth to be anticipated for a file reflecting a lively and ever-developing organization such as CUCEA. The Archive at present occupies two full drawers of a standard filing cabinet housed in UCLA's Emeriti Center, and it continues to expand as new sub-heads are added as needed within established categories and as the voluminous documentation from each meeting is fitted in.
  
  Change within the Archive itself must of course be mirrored in the Guides which explains its rationale and facilitates access to it. It is therefore appropriate that we have established the procedure of reviewing and revising the Guide annually in October, so that current copies can be distributed to the reconstituted Council at each fall meeting. This allows all Council officers and representatives, dispersed as they are on all nine campuses, to have an overview of the contents of the Archive as it exists at its UCLA location, and to see whether materials are there which could be useful to them. As archivist, I can be reached easily through the UCLA Emeriti Center (phone: 310/825-7456; email: [email protected]: FAX: 310/825-1572), and I will be glad to retrieve and supply copies of whatever documents are relevant to queries which arise.
  
  Ralph Johnson, CUCEA Archivist