Effective Date: October 11, 2016
Expiration Date: October 11, 2022
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8.1.1 Phased retirees are required by 5 CFR § 831.1781 to spend at least 20 percent of their hours performing mentoring activities. The employee's plan and schedule for meeting the mentoring requirement will be included in the application for phased retirement.
8.1.2 Mentoring means activities that transfer the knowledge of the employee to others. This may include, but is not limited to:
a. Direct mentoring of employee's successor or less experienced staff members; developing/conducting training; and developing operating procedures, policies, and guides.
Note: Volunteer activities performed during non-work hours, such as mentoring students in a school or community program, does not count toward the mentoring requirement.
8.1.3 The 20 percent requirement is met each pay period, unless the employee's approved mentoring plan provides for completion of the requirement on a different schedule. Such a variation is appropriate only for limited circumstances, such as limited availability of individual(s) who are mentored or when knowledge sharing includes preparing and conducting formal training classes that are not conducted each pay period. For exceptions, phased retirees will meet the 20 percent regulatory requirement each quarter.
8.1.4 If circumstances prevent the phased retiree from continuing to mentor in the manner defined by the plan in the approved application, the phased retiree will promptly propose an updated mentoring plan to the supervisor for approval.
8.2.1 An authorized official may waive the mentoring requirement in the event of an emergency or other unusual circumstances (including active duty in the Armed Forces) that, in the authorized official's discretion, would make it impracticable for a phased retiree to fulfill the mentoring requirements. The official who waives mentoring requirements shall document the circumstances and the period of time for which the mentoring requirement has been waived and provide this documentation to the HR office for retention.
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