CODING: Words stricken are deletions; words underlined are additions.





                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)

                            CHAMBER ACTION
              Senate                               House
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 4                                                                

 5                                           ORIGINAL STAMP BELOW

 6

 7

 8

 9

10                                                                

11  Representative(s) Boyd offered the following:

12

13         Amendment (with title amendment) 

14         On page 19, line 23 through page 21, line 21

15  remove from the bill:  all of said lines

16

17  and insert in lieu thereof:

18         Section 5.  Subsection (1) and paragraphs (a) and (c)

19  of subsection (3) of section 121.055, Florida Statutes, are

20  amended to read:

21         121.055  Senior Management Service Class.--There is

22  hereby established a separate class of membership within the

23  Florida Retirement System to be known as the "Senior

24  Management Service Class," which shall become effective

25  February 1, 1987.

26         (1)(a)  Participation in the Senior Management Service

27  Class shall be limited to and compulsory for any member of the

28  Florida Retirement System who holds a position in the Senior

29  Management Service of the State of Florida, established by

30  part III of chapter 110, unless such member elects, within the

31  time specified herein, to participate in the Senior Management

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  Service Optional Annuity Program as established in subsection

 2  (6).

 3         (b)1.  Except as provided in subparagraph 2., effective

 4  January 1, 1990, participation in the Senior Management

 5  Service Class shall be compulsory for the president of each

 6  community college, the manager of each participating city or

 7  county, and all appointed district school superintendents.

 8  Effective January 1, 1994, additional positions may be

 9  designated for inclusion in the Senior Management Service

10  Class of the Florida Retirement System, provided that:

11         a.  Positions to be included in the class shall be

12  designated by the local agency employer.  Notice of intent to

13  designate positions for inclusion in the class shall be

14  published once a week for 2 consecutive weeks in a newspaper

15  of general circulation published in the county or counties

16  affected, as provided in chapter 50.

17         b.  One nonelective full-time position may be

18  designated for each local agency employer reporting to the

19  Division of Retirement; for local agencies with 100 200 or

20  more regularly established positions, additional nonelective

21  full-time positions may be designated, not to exceed 1 0.5

22  percent of the regularly established positions within the

23  agency.

24         c.  Each position added to the class must be a

25  managerial or policymaking position filled by an employee who

26  is not subject to continuing contract and serves at the

27  pleasure of the local agency employer without civil service

28  protection, and who:

29         (I)  Heads an organizational unit; or

30         (II)  Has responsibility to effect or recommend

31  personnel, budget, expenditure, or policy decisions in his or

                                  2

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  her areas of responsibility.

 2         2.  In lieu of participation in the Senior Management

 3  Service Class, members of the Senior Management Service Class

 4  pursuant to the provisions of subparagraph 1. may withdraw

 5  from the Florida Retirement System altogether and participate

 6  in a lifetime monthly annuity program which may be provided by

 7  the employing agency.  The cost to the employer for such

 8  annuity shall equal the normal cost portion of the

 9  contributions required in the Senior Management Service Class.

10  The employer providing such annuity shall contribute an

11  additional amount to the Florida Retirement System Trust Fund

12  equal to the unfunded actuarial accrued liability portion of

13  the Senior Management Service Class contribution rate. The

14  decision to participate in such local government annuity shall

15  be irrevocable for as long as the employee holds a position

16  eligible for the annuity.  Any service creditable under the

17  Senior Management Service Class shall be retained after the

18  member withdraws from the Florida Retirement System; however,

19  additional service credit in the Senior Management Service

20  Class shall not be earned after such withdrawal.  Such members

21  shall not be eligible to participate in the Senior Management

22  Service Optional Annuity Program.

23         (c)1.  Effective January 1, 1990, participation in the

24  Senior Management Service Class shall be compulsory for up to

25  75 nonelective positions at the level of committee staff

26  director or higher or equivalent managerial or policymaking

27  positions within the House of Representatives, as selected by

28  the Speaker of the House of Representatives, up to 50

29  nonelective positions at the level of committee staff director

30  or higher or equivalent managerial or policymaking positions

31  within the Senate, as selected by the President of the Senate,

                                  3

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  all staff directors of Joint Committees of the Legislature,

 2  the Auditor General and up to 9 managerial or policymaking

 3  positions within his or her office as selected by the Auditor

 4  General, and the executive director of the Commission on

 5  Ethics.

 6         2.  Participation in this class shall be compulsory,

 7  except as provided in subparagraph 3., for any legislative

 8  employee who holds a position designated for coverage in the

 9  Senior Management Service Class, and such participation shall

10  continue until the employee terminates employment in a covered

11  position.

12         3.  In lieu of participation in the Senior Management

13  Service Class, in the discretion of the Joint Legislative

14  Management Committee, such members may participate in the

15  Senior Management Service Optional Annuity Program as

16  established in subsection (6).

17         (d)  Effective January 1, 1991, participation in the

18  Senior Management Service Class shall be compulsory for any

19  member of the Florida Retirement System in a position that has

20  been designated eligible for inclusion in the Executive

21  Service of the State University System or who holds a position

22  as president of a state university, unless such member elects,

23  pursuant to s. 121.35, to participate in the optional

24  retirement program.

25         (e)  Effective January 1, 1991, participation in the

26  Senior Management Service Class shall be compulsory for the

27  number of senior managers who have policymaking authority with

28  the State Board of Administration, as determined by the

29  Governor, Treasurer, and Comptroller acting as the State Board

30  of Administration, unless such member elects to participate in

31  the Senior Management Service Optional Annuity Program as

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  established in subsection (6) in lieu of participation in the

 2  Senior Management Service Class. Such election shall be made

 3  in writing and filed with the division and the personnel

 4  officer of the State Board of Administration within 90 days

 5  after becoming eligible for membership in the Senior

 6  Management Service Class.

 7         (f)  Effective July 1, 1997:

 8         1.  Any elected state officer eligible for membership

 9  in the Elected State and County Officers' Class under s.

10  121.052(2)(a), (b), or (c) who elects membership in the Senior

11  Management Service Class under s. 121.052(3)(c) may, within 6

12  months after assuming office or within 6 months after this act

13  becomes a law for serving elected state officers, elect to

14  participate in the Senior Management Service Optional Annuity

15  Program, as provided in subsection (6), in lieu of membership

16  in the Senior Management Service Class.

17         2.  Any elected county officer eligible for membership

18  in the Elected State and County Officers' Class under s.

19  121.052(2)(d) who elects membership in the Senior Management

20  Service Class under s. 121.052(3)(c) may, within 6 months

21  after assuming office, or within 6 months after this act

22  becomes a law for serving elected county officers, elect to

23  participate in a lifetime monthly annuity program, as provided

24  in subparagraph (b)2., in lieu of membership in the Senior

25  Management Service Class.

26         (g)  Effective July 1, 1996, participation in the

27  Senior Management Service Class shall be compulsory for any

28  member of the Florida Retirement System employed with the

29  Department of Military Affairs in the positions of the

30  Adjutant General, Assistant Adjutant General-Army, Assistant

31  Adjutant General-Air, State Quartermaster, Director of

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  Military Personnel, Director of Administration, and additional

 2  directors as designated by the agency head, not to exceed a

 3  total of 10 positions.  In lieu of participation in the Senior

 4  Management Service Class, such members may participate in the

 5  Senior Management Service Optional Annuity Program as

 6  established in subsection (6).

 7         (h)1.  Except as provided in subparagraph 3., effective

 8  January 1, 1994, participation in the Senior Management

 9  Service Class shall be compulsory for the State Courts

10  Administrator and the Deputy State Courts Administrators, the

11  Clerk of the Supreme Court, the Marshal of the Supreme Court,

12  the Executive Director of the Justice Administrative

13  Commission, the Capital Collateral Representative, the clerks

14  of the district courts of appeals, the marshals of the

15  district courts of appeals, and the trial court administrator

16  in each judicial circuit. Effective January 1, 1994,

17  additional positions in the offices of the state attorney and

18  public defender in each judicial circuit may be designated for

19  inclusion in the Senior Management Service Class of the

20  Florida Retirement System, provided that:

21         a.  Positions to be included in the class shall be

22  designated by the state attorney or public defender, as

23  appropriate.  Notice of intent to designate positions for

24  inclusion in the class shall be published once a week for 2

25  consecutive weeks in a newspaper of general circulation

26  published in the county or counties affected, as provided in

27  chapter 50.

28         b.  One nonelective full-time position may be

29  designated for each state attorney and public defender

30  reporting to the Division of Retirement; for agencies with 200

31  or more regularly established positions under the state

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  attorney or public defender, additional nonelective full-time

 2  positions may be designated, not to exceed 0.5 percent of the

 3  regularly established positions within the agency.

 4         c.  Each position added to the class must be a

 5  managerial or policymaking position filled by an employee who

 6  serves at the pleasure of the state attorney or public

 7  defender without civil service protection, and who:

 8         (I)  Heads an organizational unit; or

 9         (II)  Has responsibility to effect or recommend

10  personnel, budget, expenditure, or policy decisions in his or

11  her areas of responsibility.

12         2.  Participation in this class shall be compulsory,

13  except as provided in subparagraph 3., for any judicial

14  employee who holds a position designated for coverage in the

15  Senior Management Service Class and such participation shall

16  continue until the employee terminates employment in a covered

17  position.

18         3.  In lieu of participation in the Senior Management

19  Service Class, such members may participate in the Senior

20  Management Service Optional Annuity Program as established in

21  subsection (6).

22         (i)  Effective July 1, 1998, participation in the

23  Senior Management Service Class shall be compulsory for any

24  member of the Florida Retirement System employed as a judge of

25  compensation claims with the Office of the Judges of

26  Compensation Claims within the Department of Labor and

27  Employment Security. In lieu of participation in the Senior

28  Management Service Class, such members may participate in the

29  Senior Management Service Optional Annuity Program as

30  established in subsection (6).

31         (j)(i)  Employment Except as may otherwise be provided,

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                                                   HOUSE AMENDMENT

                                            Bill No. CS/CS/HB 3491

    Amendment No. 01 (for drafter's use only)





 1  any member of the Senior Management Service Class may purchase

 2  additional retirement credit in such class for creditable

 3  service within the purview of the Senior Management Service

 4  Class retroactive to February 1, 1987, and may upgrade

 5  retirement credit for such service, to the extent of 2 percent

 6  of the member's average monthly compensation as specified in

 7  paragraph (4)(d) for such service. Contributions for upgrading

 8  the additional Senior Management Service credit pursuant to

 9  this paragraph shall be equal to the difference in the

10  contributions paid and the Senior Management Service Class

11  contribution rate as a percentage of gross salary in effect

12  for the period being claimed, plus interest thereon at the

13  rate of 6.5 percent a year, compounded annually until the date

14  of payment. This service credit may be purchased by the

15  employer on behalf of the member.

16

17  and insert in lieu thereof:

18

19

20  ================ T I T L E   A M E N D M E N T ===============

21  And the title is amended as follows:

22         On page 1, line 15

23

24  after the semicolon, insert:

25         providing that judges of compensation claims

26         under the Worker's Compensation Law shall be

27         compulsory members of the Senior Management

28         Service Class and may elect to participate in

29         the Senior Management Service Optional Annuity

30         Program in lieu thereof;

31

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