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A bill to be entitled |
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An act relating to public school employment; amending s. |
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121.021, F.S.; defining the term “average final |
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compensation” for public school members for purposes of |
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the Florida Retirement System; revising retirement |
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requirements for public school members; defining the term |
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“public school member”; amending s. 121.091, F.S.; |
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revising the normal retirement benefit for public school |
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members; revising the early retirement benefit for public |
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school members; expanding authority for reemploying |
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certain retired public school personnel; revising Deferred |
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Retirement Option Program participation requirements for |
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certain public school personnel; providing legislative |
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intent relating to costs attributable to benefit increases |
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for public school members; requiring the Division of |
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Retirement to conduct an actuarial analysis of reciprocal |
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retirement benefits and report to the Legislature; |
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amending s. 1001.43, F.S.; authorizing district school |
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boards to adopt comprehensive benefit packages for school |
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district personnel; amending s. 1012.27, F.S.; authorizing |
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recommendation for reappointment of certain instructional |
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personnel; amending s. 1012.56, F.S.; revising the time |
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period during which teachers holding a temporary |
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certificate must demonstrate mastery of general knowledge; |
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creating s. 1012.597, F.S.; creating executive leadership |
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certification for school principals; amending s. 1012.61, |
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F.S.; revising provisions relating to payment for sick |
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leave for school district personnel; creating s. 1012.987, |
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F.S.; requiring a statewide professional development |
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program for school administrators; providing an effective |
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date. |
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WHEREAS, the Legislature recognizes that there is a |
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shortage of teachers in Florida, and |
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WHEREAS, the Legislature recognizes that to provide a high- |
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quality education to the students in this state, it is necessary |
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to recruit and retain qualified public school instructional |
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personnel and school-based school administrators, and |
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WHEREAS, it is the intent of the Legislature to encourage |
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experienced and caring teachers to remain in the classroom and |
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to attract capable individuals to the education profession, and |
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WHEREAS, it is the intent of the Legislature to provide |
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incentives that are critical to the successful recruitment and |
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retention of talented and effective education leaders, NOW, |
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THEREFORE, |
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Be It Enacted by the Legislature of the State of Florida: |
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Section 1. Subsection (24) of section 121.021, Florida |
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Statutes, is amended, paragraph (e) is added to subsection (29), |
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and subsection (62) is added to said section, to read: |
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121.021 Definitions.--The following words and phrases as |
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used in this chapter have the respective meanings set forth |
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unless a different meaning is plainly required by the context: |
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(24) "Average final compensation" means the average of the |
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5 highest fiscal years of compensation for creditable service |
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prior to retirement, termination, or death. For in-line-of-duty |
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disability benefits, if less than 5 years of creditable service |
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have been completed, the term "average final compensation" means |
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the average annual compensation of the total number of years of |
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creditable service.With respect to public school members, |
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“average final compensation” means the average of the 3 highest |
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fiscal years of compensation for creditable service prior to |
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retirement, termination, or death. For in-line-of-duty |
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disability benefits, if less than 3 years of creditable service |
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have been completed, the term "average final compensation" means |
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the average annual compensation of the total number of years of |
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creditable service.Each year used in the calculation of average |
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final compensation shall commence on July 1. |
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(a) The average final compensation shall include: |
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1. Accumulated annual leave payments, not to exceed 500 |
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hours; and |
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2. All payments defined as compensation in subsection |
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(22). |
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(b) The average final compensation shall not include: |
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1. Compensation paid to professional persons for special |
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or particular services; |
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2. Payments for accumulated sick leave made due to |
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retirement or termination; |
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3. Payments for accumulated annual leave in excess of 500 |
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hours; |
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4. Bonuses as defined in subsection (47); |
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5. Third party payments made on and after July 1, 1990; or |
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6. Fringe benefits (for example, automobile allowances or |
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housing allowances). |
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(29) "Normal retirement date" means the first day of any |
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month following the date a member attains one of the following |
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statuses: |
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(e) If a public school member, the member: |
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1. Completes 6 or more years of creditable service as a |
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public school member and attains age 55; |
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2. Completes 25 years of creditable service as a public |
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school member, regardless of age; or |
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3. Completes 25 years of creditable service and attains |
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age 55, which service may include a maximum of 4 years of |
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military service credit as long as such credit is not claimed |
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under any other system and the remaining years are served as a |
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public school member. |
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"Normal retirement age" is attained on the "normal retirement |
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date." |
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(62) “Public school member” means a member of the Florida |
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Retirement System Regular Class who is employed by a district |
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school system, a public charter school, or the Florida School |
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for the Deaf and the Blind and who is classified as |
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instructional personnel as defined in s. 1012.01(2) or as a |
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school-based school administrator as defined in s. |
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1012.01(3)(c). |
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Section 2. Subsections (1) and (3), paragraph (b) of |
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subsection (9), and paragraph (a) of subsection (13) of section |
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121.091, Florida Statutes, are amended to read: |
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121.091 Benefits payable under the system.--Benefits may |
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not be paid under this section unless the member has terminated |
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employment as provided in s. 121.021(39)(a) or begun |
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participation in the Deferred Retirement Option Program as |
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provided in subsection (13), and a proper application has been |
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filed in the manner prescribed by the department. The department |
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may cancel an application for retirement benefits when the |
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member or beneficiary fails to timely provide the information |
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and documents required by this chapter and the department's |
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rules. The department shall adopt rules establishing procedures |
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for application for retirement benefits and for the cancellation |
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of such application when the required information or documents |
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are not received. |
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(1) NORMAL RETIREMENT BENEFIT.--Upon attaining his or her |
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normal retirement date, the member, upon application to the |
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administrator, shall receive a monthly benefit which shall begin |
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to accrue on the first day of the month of retirement and be |
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payable on the last day of that month and each month thereafter |
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during his or her lifetime. The normal retirement benefit, |
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including any past or additional retirement credit, may not |
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exceed 100 percent of the average final compensation. The amount |
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of monthly benefit shall be calculated as the product of A and |
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B, subject to the adjustment of C, if applicable, as set forth |
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below: |
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(a)1.a.For creditable years of Regular Class service, A |
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is 1.60 percent of the member's average final compensation, up |
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to the member's normal retirement date. Upon completion of the |
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first year after the normal retirement date, A is 1.63 percent |
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of the member's average final compensation. Following the second |
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year after the normal retirement date, A is 1.65 percent of the |
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member's average final compensation. Following the third year |
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after the normal retirement date, and for subsequent years, A is |
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1.68 percent of the member's average final compensation. |
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b. For creditable years of Regular Class service, public |
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school members shall have A determined under the provisions of |
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sub-subparagraph 1.a. for service up to the “applicability |
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date,” and for service earned after the “applicability date,” A |
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is 1.60 percent of the member’s average final compensation for |
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the first 6 years of public school service, A is 1.73 percent of |
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the member’s average final compensation for the second 6 years |
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of public school service, A is 1.86 percent of the member’s |
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average final compensation for the third 6 years of public |
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school service, and A is 2 percent of the member’s average final |
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compensation for 19 or more years of public school service. As |
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used in this sub-subparagraph, the term “applicability date” |
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means July 1, 2003, adjusted as follows: for each year of |
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creditable service as a public school member earned after the |
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applicability date, 2 years will be subtracted from the |
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applicability date up to a maximum of 18 years. |
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2. For creditable years of special risk service, A is: |
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a. Two percent of the member's average final compensation |
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for all creditable years prior to October 1, 1974; |
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b. Three percent of the member's average final |
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compensation for all creditable years after September 30, 1974, |
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and before October 1, 1978; |
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c. Two percent of the member's average final compensation |
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for all creditable years after September 30, 1978, and before |
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January 1, 1989; |
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d. Two and two-tenths percent of the member's final |
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monthly compensation for all creditable years after December 31, |
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1988, and before January 1, 1990; |
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e. Two and four-tenths percent of the member's average |
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final compensation for all creditable years after December 31, |
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1989, and before January 1, 1991; |
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f. Two and six-tenths percent of the member's average |
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final compensation for all creditable years after December 31, |
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1990, and before January 1, 1992; |
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g. Two and eight-tenths percent of the member's average |
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final compensation for all creditable years after December 31, |
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1991, and before January 1, 1993; |
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h. Three percent of the member's average final |
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compensation for all creditable years after December 31, 1992; |
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and |
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i. Three percent of the member's average final |
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compensation for all creditable years of service after September |
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30, 1978, and before January 1, 1993, for any special risk |
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member who retires after July 1, 2000, or any member of the |
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Special Risk Administrative Support Class entitled to retain the |
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special risk normal retirement date who was a member of the |
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Special Risk Class during the time period and who retires after |
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July 1, 2000. |
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3. For creditable years of Senior Management Service Class |
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service after January 31, 1987, A is 2 percent; |
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4. For creditable years of Elected Officers' Class service |
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as a Supreme Court Justice, district court of appeal judge, |
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circuit judge, or county court judge, A is 31/3 percent of the |
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member's average final compensation, and for all other |
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creditable service in such class, A is 3 percent of average |
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final compensation; |
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(b) B is the number of the member's years and any |
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fractional part of a year of creditable service earned |
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subsequent to November 30, 1970; and |
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(c) C is the normal retirement benefit credit brought |
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forward as of November 30, 1970, by a former member of an |
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existing system. Such normal retirement benefit credit shall be |
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determined as the product of X and Y when X is the percentage of |
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average final compensation which the member would have been |
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eligible to receive if the member had attained his or her normal |
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retirement date as of November 30, 1970, all in accordance with |
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the existing system under which the member is covered on |
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November 30, 1970, and Y is average final compensation as |
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defined in s. 121.021(25). However, any member of an existing |
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retirement system who is eligible to retire and who does retire, |
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become disabled, or die prior to April 15, 1971, may have his or |
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her retirement benefits calculated on the basis of the best 5 of |
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the last 10 years of service. |
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(d) A member's average final compensation shall be |
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determined by formula to obtain the coverage for the 5 highest |
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fiscal years' salaries, calculated as provided by rule. |
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(3) EARLY RETIREMENT BENEFIT.--Upon retirement on his or |
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her early retirement date, the member shall receive an immediate |
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monthly benefit that shall begin to accrue on the first day of |
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the month of the retirement date and be payable on the last day |
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of that month and each month thereafter during his or her |
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lifetime. Such benefit shall be calculated as follows: |
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(a) The amount of each monthly payment shall be computed |
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in the same manner as for a normal retirement benefit, in |
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accordance with subsection (1), but shall be based on the |
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member's average monthly compensation and creditable service as |
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of the member's early retirement date. The benefit so computed |
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shall be reduced by five-twelfths of 1 percent for each complete |
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month by which the early retirement date precedes the normal |
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retirement date of age 62 for a member of the Regular Class, |
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Senior Management Service Class, or the Elected Officers' Class, |
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and age 55 for apublic school member or amember of the Special |
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Risk Class, or age 52 if apublic school member or aSpecial |
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Risk member has completed 25 years of creditable service in |
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accordance with s. 121.021(29)(b)3. |
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(b) If the employment of a member is terminated by reason |
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of death subsequent to the completion of 20 years of creditable |
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service, the monthly benefit payable to the member's beneficiary |
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shall be calculated in accordance with subsection (1), but shall |
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be based on average monthly compensation and creditable service |
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as of the date of death. The benefit so computed shall be |
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reduced by five-twelfths of 1 percent for each complete month by |
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which death precedes the normal retirement date specified above |
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or the date on which the member would have attained 30 years of |
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creditable service had he or she survived and continued his or |
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her employment, whichever provides a higher benefit. |
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(9) EMPLOYMENT AFTER RETIREMENT; LIMITATION.-- |
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(b)1. Any person who is retired under this chapter, except |
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under the disability retirement provisions of subsection (4), |
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may be reemployed by any private or public employer after |
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retirement and receive retirement benefits and compensation from |
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his or her employer without any limitations, except that a |
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person may not receive both a salary from reemployment with any |
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agency participating in the Florida Retirement System and |
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retirement benefits under this chapter for a period of 12 months |
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immediately subsequent to the date of retirement. However, a |
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DROP participant shall continue employment and receive a salary |
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during the period of participation in the Deferred Retirement |
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Option Program, as provided in subsection (13). |
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2. Any person to whom the limitation in subparagraph 1. |
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applies who violates such reemployment limitation and who is |
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reemployed with any agency participating in the Florida |
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Retirement System before completion of the 12-month limitation |
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period shall give timely notice of this fact in writing to the |
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employer and to the division and shall have his or her |
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retirement benefits suspended for the balance of the 12-month |
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limitation period. Any person employed in violation of this |
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paragraph and any employing agency which knowingly employs or |
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appoints such person without notifying the Division of |
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Retirement to suspend retirement benefits shall be jointly and |
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severally liable for reimbursement to the retirement trust fund |
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of any benefits paid during the reemployment limitation period. |
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To avoid liability, such employing agency shall have a written |
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statement from the retiree that he or she is not retired from a |
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state-administered retirement system. Any retirement benefits |
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received while reemployed during this reemployment limitation |
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period shall be repaid to the retirement trust fund, and |
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retirement benefits shall remain suspended until such repayment |
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has been made. Benefits suspended beyond the reemployment |
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limitation shall apply toward repayment of benefits received in |
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violation of the reemployment limitation. |
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3. A district school board may reemploy a retired member |
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asana substitute or hourly teacher,education |
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paraprofessional, transportation assistant, bus driver, or food |
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service worker on a noncontractual basis after he or she has |
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been retired for 1 calendar month, in accordance with s. |
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121.021(39).A district school board may reemploy a retired |
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member as instructional personnel as defined in s. 1012.01(2)(a) |
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or as a school-based school administrator as defined in s. |
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1012.01(3)(c), on an annual contractual basis, after he or she |
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has been retired for 1 calendar month, in accordance with s. |
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121.021(39).Any retired member who is reemployed within 1 |
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calendar month after retirement shall void his or her |
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application for retirement benefits. District school boards |
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reemploying such teachers, education paraprofessionals, |
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transportation assistants, bus drivers, or food service workers |
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are subject to the retirement contribution required by |
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subparagraph 7.Reemployment of a retired member as a substitute |
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or hourly teacher, education paraprofessional, transportation |
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assistant, bus driver, or food service worker is limited to 780 |
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hours during the first 12 months of his or her retirement. Any |
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retired member reemployed for more than 780 hours during his or |
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her first 12 months of retirement shall give timely notice in |
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writing to the employer and to the division of the date he or |
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she will exceed the limitation. The division shall suspend his |
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or her retirement benefits for the remainder of the first 12 |
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months of retirement. Any person employed in violation of this |
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subparagraph and any employing agency which knowingly employs or |
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appoints such person without notifying the Division of |
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Retirement to suspend retirement benefits shall be jointly and |
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severally liable for reimbursement to the retirement trust fund |
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of any benefits paid during the reemployment limitation period. |
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To avoid liability, such employing agency shall have a written |
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statement from the retiree that he or she is not retired from a |
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state-administered retirement system. Any retirement benefits |
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received by a retired member while reemployed in excess of 780 |
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hours during the first 12 months of retirement shall be repaid |
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to the Retirement System Trust Fund, and his or her retirement |
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benefits shall remain suspended until repayment is made. |
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Benefits suspended beyond the end of the retired member's first |
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12 months of retirement shall apply toward repayment of benefits |
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received in violation of the 780-hour reemployment limitation. |
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4. A community college board of trustees may reemploy a |
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retired member as an adjunct instructor, that is, an instructor |
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who is noncontractual and part-time, or as a participant in a |
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phased retirement program within the Florida Community College |
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System, after he or she has been retired for 1 calendar month, |
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in accordance with s. 121.021(39). Any retired member who is |
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reemployed within 1 calendar month after retirement shall void |
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his or her application for retirement benefits. Boards of |
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trustees reemploying such instructors are subject to the |
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retirement contribution required in subparagraph 7. A retired |
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member may be reemployed as an adjunct instructor for no more |
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than 780 hours during the first 12 months of retirement. Any |
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retired member reemployed for more than 780 hours during the |
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first 12 months of retirement shall give timely notice in |
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writing to the employer and to the division of the date he or |
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she will exceed the limitation. The division shall suspend his |
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or her retirement benefits for the remainder of the first 12 |
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months of retirement. Any person employed in violation of this |
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subparagraph and any employing agency which knowingly employs or |
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appoints such person without notifying the Division of |
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Retirement to suspend retirement benefits shall be jointly and |
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severally liable for reimbursement to the retirement trust fund |
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of any benefits paid during the reemployment limitation period. |
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To avoid liability, such employing agency shall have a written |
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351
|
statement from the retiree that he or she is not retired from a |
|
352
|
state-administered retirement system. Any retirement benefits |
|
353
|
received by a retired member while reemployed in excess of 780 |
|
354
|
hours during the first 12 months of retirement shall be repaid |
|
355
|
to the Retirement System Trust Fund, and retirement benefits |
|
356
|
shall remain suspended until repayment is made. Benefits |
|
357
|
suspended beyond the end of the retired member's first 12 months |
|
358
|
of retirement shall apply toward repayment of benefits received |
|
359
|
in violation of the 780-hour reemployment limitation. |
|
360
|
5. The State University System may reemploy a retired |
|
361
|
member as an adjunct faculty member or as a participant in a |
|
362
|
phased retirement program within the State University System |
|
363
|
after the retired member has been retired for 1 calendar month, |
|
364
|
in accordance with s. 121.021(39). Any retired member who is |
|
365
|
reemployed within 1 calendar month after retirement shall void |
|
366
|
his or her application for retirement benefits. The State |
|
367
|
University System is subject to the retired contribution |
|
368
|
required in subparagraph 7., as appropriate. A retired member |
|
369
|
may be reemployed as an adjunct faculty member or a participant |
|
370
|
in a phased retirement program for no more than 780 hours during |
|
371
|
the first 12 months of his or her retirement. Any retired member |
|
372
|
reemployed for more than 780 hours during the first 12 months of |
|
373
|
retirement shall give timely notice in writing to the employer |
|
374
|
and to the division of the date he or she will exceed the |
|
375
|
limitation. The division shall suspend his or her retirement |
|
376
|
benefits for the remainder of the first 12 months of retirement. |
|
377
|
Any person employed in violation of this subparagraph and any |
|
378
|
employing agency which knowingly employs or appoints such person |
|
379
|
without notifying the Division of Retirement to suspend |
|
380
|
retirement benefits shall be jointly and severally liable for |
|
381
|
reimbursement to the retirement trust fund of any benefits paid |
|
382
|
during the reemployment limitation period. To avoid liability, |
|
383
|
such employing agency shall have a written statement from the |
|
384
|
retiree that he or she is not retired from a state-administered |
|
385
|
retirement system. Any retirement benefits received by a retired |
|
386
|
member while reemployed in excess of 780 hours during the first |
|
387
|
12 months of retirement shall be repaid to the Retirement System |
|
388
|
Trust Fund, and retirement benefits shall remain suspended until |
|
389
|
repayment is made. Benefits suspended beyond the end of the |
|
390
|
retired member's first 12 months of retirement shall apply |
|
391
|
toward repayment of benefits received in violation of the 780- |
|
392
|
hour reemployment limitation. |
|
393
|
6. The Board of Trustees of the Florida School for the |
|
394
|
Deaf and the Blind may reemploy a retired member as a substitute |
|
395
|
teacher, substitute residential instructor, or substitute nurse |
|
396
|
on a noncontractual basis after he or she has been retired for 1 |
|
397
|
calendar month, in accordance with s. 121.021(39). Any retired |
|
398
|
member who is reemployed within 1 calendar month after |
|
399
|
retirement shall void his or her application for retirement |
|
400
|
benefits. The Board of Trustees of the Florida School for the |
|
401
|
Deaf and the Blind reemploying such teachers, residential |
|
402
|
instructors, or nurses is subject to the retirement contribution |
|
403
|
required by subparagraph 7. Reemployment of a retired member as |
|
404
|
a substitute teacher, substitute residential instructor, or |
|
405
|
substitute nurse is limited to 780 hours during the first 12 |
|
406
|
months of his or her retirement. Any retired member reemployed |
|
407
|
for more than 780 hours during the first 12 months of retirement |
|
408
|
shall give timely notice in writing to the employer and to the |
|
409
|
division of the date he or she will exceed the limitation. The |
|
410
|
division shall suspend his or her retirement benefits for the |
|
411
|
remainder of the first 12 months of retirement. Any person |
|
412
|
employed in violation of this subparagraph and any employing |
|
413
|
agency which knowingly employs or appoints such person without |
|
414
|
notifying the Division of Retirement to suspend retirement |
|
415
|
benefits shall be jointly and severally liable for reimbursement |
|
416
|
to the retirement trust fund of any benefits paid during the |
|
417
|
reemployment limitation period. To avoid liability, such |
|
418
|
employing agency shall have a written statement from the retiree |
|
419
|
that he or she is not retired from a state-administered |
|
420
|
retirement system. Any retirement benefits received by a retired |
|
421
|
member while reemployed in excess of 780 hours during the first |
|
422
|
12 months of retirement shall be repaid to the Retirement System |
|
423
|
Trust Fund, and his or her retirement benefits shall remain |
|
424
|
suspended until payment is made. Benefits suspended beyond the |
|
425
|
end of the retired member's first 12 months of retirement shall |
|
426
|
apply toward repayment of benefits received in violation of the |
|
427
|
780-hour reemployment limitation. |
|
428
|
7. The employment by an employer of any retiree or DROP |
|
429
|
participant of any state-administered retirement system shall |
|
430
|
have no effect on the average final compensation or years of |
|
431
|
creditable service of the retiree or DROP participant. Prior to |
|
432
|
July 1, 1991, upon employment of any person, other than an |
|
433
|
elected officer as provided in s. 121.053, who has been retired |
|
434
|
under any state-administered retirement program, the employer |
|
435
|
shall pay retirement contributions in an amount equal to the |
|
436
|
unfunded actuarial liability portion of the employer |
|
437
|
contribution which would be required for regular members of the |
|
438
|
Florida Retirement System. Effective July 1, 1991, contributions |
|
439
|
shall be made as provided in s. 121.122 for retirees with |
|
440
|
renewed membership or subsection (13) with respect to DROP |
|
441
|
participants. |
|
442
|
8. Any person who has previously retired and who is |
|
443
|
holding an elective public office or an appointment to an |
|
444
|
elective public office eligible for the Elected Officers' Class |
|
445
|
on or after July 1, 1990, shall be enrolled in the Florida |
|
446
|
Retirement System as provided in s. 121.053(1)(b) or, if holding |
|
447
|
an elective public office that does not qualify for the Elected |
|
448
|
Officers' Class on or after July 1, 1991, shall be enrolled in |
|
449
|
the Florida Retirement System as provided in s. 121.122, and |
|
450
|
shall continue to receive retirement benefits as well as |
|
451
|
compensation for the elected officer's service for as long as he |
|
452
|
or she remains in elective office. However, any retired member |
|
453
|
who served in an elective office prior to July 1, 1990, |
|
454
|
suspended his or her retirement benefit, and had his or her |
|
455
|
Florida Retirement System membership reinstated shall, upon |
|
456
|
retirement from such office, have his or her retirement benefit |
|
457
|
recalculated to include the additional service and compensation |
|
458
|
earned. |
|
459
|
9. Any person who is holding an elective public office |
|
460
|
which is covered by the Florida Retirement System and who is |
|
461
|
concurrently employed in nonelected covered employment may elect |
|
462
|
to retire while continuing employment in the elective public |
|
463
|
office, provided that he or she shall be required to terminate |
|
464
|
his or her nonelected covered employment. Any person who |
|
465
|
exercises this election shall receive his or her retirement |
|
466
|
benefits in addition to the compensation of the elective office |
|
467
|
without regard to the time limitations otherwise provided in |
|
468
|
this subsection. No person who seeks to exercise the provisions |
|
469
|
of this subparagraph, as the same existed prior to May 3, 1984, |
|
470
|
shall be deemed to be retired under those provisions, unless |
|
471
|
such person is eligible to retire under the provisions of this |
|
472
|
subparagraph, as amended by chapter 84-11, Laws of Florida. |
|
473
|
10. The limitations of this paragraph apply to |
|
474
|
reemployment in any capacity with an "employer" as defined in s. |
|
475
|
121.021(10), irrespective of the category of funds from which |
|
476
|
the person is compensated. |
|
477
|
11. An employing agency may reemploy a retired member as a |
|
478
|
firefighter or paramedic after the retired member has been |
|
479
|
retired for 1 calendar month, in accordance with s. 121.021(39). |
|
480
|
Any retired member who is reemployed within 1 calendar month |
|
481
|
after retirement shall void his or her application for |
|
482
|
retirement benefits. The employing agency reemploying such |
|
483
|
firefighter or paramedic is subject to the retired contribution |
|
484
|
required in subparagraph 8. Reemployment of a retired |
|
485
|
firefighter or paramedic is limited to no more than 780 hours |
|
486
|
during the first 12 months of his or her retirement. Any retired |
|
487
|
member reemployed for more than 780 hours during the first 12 |
|
488
|
months of retirement shall give timely notice in writing to the |
|
489
|
employer and to the division of the date he or she will exceed |
|
490
|
the limitation. The division shall suspend his or her retirement |
|
491
|
benefits for the remainder of the first 12 months of retirement. |
|
492
|
Any person employed in violation of this subparagraph and any |
|
493
|
employing agency which knowingly employs or appoints such person |
|
494
|
without notifying the Division of Retirement to suspend |
|
495
|
retirement benefits shall be jointly and severally liable for |
|
496
|
reimbursement to the Retirement System Trust Fund of any |
|
497
|
benefits paid during the reemployment limitation period. To |
|
498
|
avoid liability, such employing agency shall have a written |
|
499
|
statement from the retiree that he or she is not retired from a |
|
500
|
state-administered retirement system. Any retirement benefits |
|
501
|
received by a retired member while reemployed in excess of 780 |
|
502
|
hours during the first 12 months of retirement shall be repaid |
|
503
|
to the Retirement System Trust Fund, and retirement benefits |
|
504
|
shall remain suspended until repayment is made. Benefits |
|
505
|
suspended beyond the end of the retired member's first 12 months |
|
506
|
of retirement shall apply toward repayment of benefits received |
|
507
|
in violation of the 780-hour reemployment limitation. |
|
508
|
(13) DEFERRED RETIREMENT OPTION PROGRAM.--In general, and |
|
509
|
subject to the provisions of this section, the Deferred |
|
510
|
Retirement Option Program, hereinafter referred to as the DROP, |
|
511
|
is a program under which an eligible member of the Florida |
|
512
|
Retirement System may elect to participate, deferring receipt of |
|
513
|
retirement benefits while continuing employment with his or her |
|
514
|
Florida Retirement System employer. The deferred monthly |
|
515
|
benefits shall accrue in the System Trust Fund on behalf of the |
|
516
|
participant, plus interest compounded monthly, for the specified |
|
517
|
period of the DROP participation, as provided in paragraph (c). |
|
518
|
Upon termination of employment, the participant shall receive |
|
519
|
the total DROP benefits and begin to receive the previously |
|
520
|
determined normal retirement benefits. Participation in the DROP |
|
521
|
does not guarantee employment for the specified period of DROP. |
|
522
|
(a) Eligibility of member to participate in the DROP.--All |
|
523
|
active Florida Retirement System members in a regularly |
|
524
|
established position, and all active members of either the |
|
525
|
Teachers' Retirement System established in chapter 238 or the |
|
526
|
State and County Officers' and Employees' Retirement System |
|
527
|
established in chapter 122 which systems are consolidated within |
|
528
|
the Florida Retirement System under s. 121.011, are eligible to |
|
529
|
elect participation in the DROP provided that: |
|
530
|
1. The member is not a renewed member of the Florida |
|
531
|
Retirement System under s. 121.122, or a member of the State |
|
532
|
Community College System Optional Retirement Program under s. |
|
533
|
121.051, the Senior Management Service Optional Annuity Program |
|
534
|
under s. 121.055, or the optional retirement program for the |
|
535
|
State University System under s. 121.35. |
|
536
|
2. Except as provided in subparagraph 6., election to |
|
537
|
participate is made within 12 months immediately following the |
|
538
|
date on which the member first reaches normal retirement date, |
|
539
|
or, for a member who reaches normal retirement date based on |
|
540
|
service before he or she reaches age 62, or age 55 for Special |
|
541
|
Risk Class members, election to participate may be deferred to |
|
542
|
the 12 months immediately following the date the member attains |
|
543
|
57, or age 52 for Special Risk Class members. For a member who |
|
544
|
first reached normal retirement date or the deferred eligibility |
|
545
|
date described above prior to the effective date of this |
|
546
|
section, election to participate shall be made within 12 months |
|
547
|
after the effective date of this section. A member who fails to |
|
548
|
make an election within such 12-month limitation period shall |
|
549
|
forfeit all rights to participate in the DROP. The member shall |
|
550
|
advise his or her employer and the division in writing of the |
|
551
|
date on which the DROP shall begin. Such beginning date may be |
|
552
|
subsequent to the 12-month election period, but must be within |
|
553
|
the 60-month limitation period as provided in subparagraph (b)1. |
|
554
|
When establishing eligibility of the member to participate in |
|
555
|
the DROP for the 60-month maximum participation period, the |
|
556
|
member may elect to include or exclude any optional service |
|
557
|
credit purchased by the member from the total service used to |
|
558
|
establish the normal retirement date. A member with dual normal |
|
559
|
retirement dates shall be eligible to elect to participate in |
|
560
|
DROP within 12 months after attaining normal retirement date in |
|
561
|
either class. |
|
562
|
3. The employer of a member electing to participate in the |
|
563
|
DROP, or employers if dually employed, shall acknowledge in |
|
564
|
writing to the division the date the member's participation in |
|
565
|
the DROP begins and the date the member's employment and DROP |
|
566
|
participation will terminate. |
|
567
|
4. Simultaneous employment of a participant by additional |
|
568
|
Florida Retirement System employers subsequent to the |
|
569
|
commencement of participation in the DROP shall be permissible |
|
570
|
provided such employers acknowledge in writing a DROP |
|
571
|
termination date no later than the participant's existing |
|
572
|
termination date or the 60-month limitation period as provided |
|
573
|
in subparagraph (b)1. |
|
574
|
5. A DROP participant may change employers while |
|
575
|
participating in the DROP, subject to the following: |
|
576
|
a. A change of employment must take place without a break |
|
577
|
in service so that the member receives salary for each month of |
|
578
|
continuous DROP participation. If a member receives no salary |
|
579
|
during a month, DROP participation shall cease unless the |
|
580
|
employer verifies a continuation of the employment relationship |
|
581
|
for such participant pursuant to s. 121.021(39)(b). |
|
582
|
b. Such participant and new employer shall notify the |
|
583
|
division on forms required by the division as to the identity of |
|
584
|
the new employer. |
|
585
|
c. The new employer shall acknowledge, in writing, the |
|
586
|
participant's DROP termination date, which may be extended but |
|
587
|
not beyond the original 60-month period provided in subparagraph |
|
588
|
(b)1., shall acknowledge liability for any additional retirement |
|
589
|
contributions and interest required if the participant fails to |
|
590
|
timely terminate employment, and shall be subject to the |
|
591
|
adjustment required in sub-subparagraph (c)5.d. |
|
592
|
6. Effective July 1,20032001, for instructional |
|
593
|
personnel as defined in s. 1012.01(2)and school-based school |
|
594
|
administrators as defined in s. 1012.01(3)(c), election to |
|
595
|
participate in the DROP shall be made at any time following the |
|
596
|
date on which the membercompletes 25 years of service as a |
|
597
|
public school member of the Florida Retirement Systemfirst |
|
598
|
reaches normal retirement date. The member shall advise his or |
|
599
|
her employer and the division in writing of the date on which |
|
600
|
the Deferred Retirement Option Program shall begin. |
|
601
|
Notwithstanding any other provision of this subsection, |
|
602
|
instructional personnel and school-based school administrators |
|
603
|
may continue to participate in the DROP beyond the 60-month |
|
604
|
maximum participation period, as provided in subparagraph (b)1., |
|
605
|
with the written consent of the employing district school board. |
|
606
|
When establishing eligibility of the member to participate in |
|
607
|
the DROP for the 60-month maximum participation period, as |
|
608
|
provided in subparagraph (b)1.,The member may elect to include |
|
609
|
or exclude any optional service credit purchased by the member |
|
610
|
from the total service used to establish the normal retirement |
|
611
|
date. A member with dual normal retirement dates shall be |
|
612
|
eligible to elect to participate in either class. |
|
613
|
Section 3.It is the intent of the Legislature that costs |
|
614
|
attributable to benefit increases for Regular Class public |
|
615
|
school members shall be funded by recognition of lump sums from |
|
616
|
the excess actuarial assets of the Florida Retirement System |
|
617
|
Trust Fund as follows: |
|
618
|
(1) For fiscal year 2003-2004, the lump sum to be |
|
619
|
recognized shall be the lesser of: |
|
620
|
(a) The amount available under the rate stabilization |
|
621
|
mechanism described in s. 121.031, Florida Statutes; or |
|
622
|
(b) The amount needed to pay the annual cost attributable |
|
623
|
to the increased benefit accrual rate for public school members. |
|
624
|
The annual cost shall consist of the increase in normal cost for |
|
625
|
public school members plus payment of the 30-year amortization |
|
626
|
amount of the increase in the actuarial accrued liability |
|
627
|
attributable to the increase, equal to 2.51 percent of the |
|
628
|
public school member payroll or $212 million for fiscal year |
|
629
|
2003-2004. |
|
630
|
|
|
631
|
If, after the recognition of excess actuarial assets pursuant to |
|
632
|
this subsection, there remains an unfunded cost, the |
|
633
|
contribution rate applicable to public school members shall be |
|
634
|
increased by the difference between the annual cost and the |
|
635
|
amount provided by the excess actuarial assets, unless the |
|
636
|
Legislature provides an alternative funding mechanism. |
|
637
|
(2) For fiscal years 2004-2005 and thereafter, the |
|
638
|
Legislature shall, as provided in subsection (1), continue to |
|
639
|
fund on an ongoing basis the annual cost attributable to the |
|
640
|
formula improvements. |
|
641
|
Section 4.The Division of Retirement shall conduct an |
|
642
|
actuarial analysis of the effect of authorizing personnel |
|
643
|
classified pursuant to s. 1012.01(2)(a) or (3)(c), Florida |
|
644
|
Statutes, to transfer retirement benefits accrued through the |
|
645
|
defined benefit component of the Florida Retirement System to |
|
646
|
out-of-state governmental entities, as well as the effect of |
|
647
|
authorizing such personnel to transfer retirement benefits from |
|
648
|
out-of-state governmental entities to the defined benefit |
|
649
|
component or the defined contribution component, or both, of the |
|
650
|
Florida Retirement System. The analysis shall include |
|
651
|
recommendations for statutory revision to enable reciprocal |
|
652
|
transfer of retirement benefits, if deemed to be feasible. The |
|
653
|
analysis must be transmitted to the President of the Senate, the |
|
654
|
Speaker of the House of Representatives, and the majority and |
|
655
|
minority leaders of the Senate and the House of Representatives |
|
656
|
on or before December 31, 2003. |
|
657
|
Section 5. Subsection (11) of section 1001.43, Florida |
|
658
|
Statutes, is amended to read: |
|
659
|
1001.43 Supplemental powers and duties of district school |
|
660
|
board.--The district school board may exercise the following |
|
661
|
supplemental powers and duties as authorized by this code or |
|
662
|
State Board of Education rule. |
|
663
|
(11) PERSONNEL.--The district school board may adopt |
|
664
|
policies and procedures necessary for the management of all |
|
665
|
personnel of the school system.The district school board may |
|
666
|
adopt policies for the provision of comprehensive benefit |
|
667
|
packages to personnel of the district school system. |
|
668
|
Section 6. Subsection (1) of section 1012.27, Florida |
|
669
|
Statutes, is amended to read: |
|
670
|
1012.27 Public school personnel; powers and duties of |
|
671
|
district school superintendent.--The district school |
|
672
|
superintendent shall be responsible, as required herein, for |
|
673
|
directing the work of the personnel, subject to the requirements |
|
674
|
of this chapter, and in addition the district school |
|
675
|
superintendent shall have the following duties: |
|
676
|
(1) POSITIONS, QUALIFICATIONS, AND NOMINATIONS.-- |
|
677
|
(a) Recommend to the district school board duties and |
|
678
|
responsibilities which need to be performed and positions which |
|
679
|
need to be filled to make possible the development of an |
|
680
|
adequate school program in the district. |
|
681
|
(b) Recommend minimum qualifications of personnel for |
|
682
|
these various positions, and nominate in writing persons to fill |
|
683
|
such positions. |
|
684
|
|
|
685
|
The district school superintendent's recommendations for filling |
|
686
|
instructional positions at the school level must consider |
|
687
|
nominations received from school principals of the respective |
|
688
|
schools. Before transferring a teacher who holds a professional |
|
689
|
teaching certificate from one school to another, the district |
|
690
|
school superintendent shall consult with the principal of the |
|
691
|
receiving school and allow the principal to review the teacher's |
|
692
|
records and interview the teacher. If, in the judgment of the |
|
693
|
principal, students would not benefit from the placement, an |
|
694
|
alternative placement may be sought.A district school |
|
695
|
superintendent may recommend district school board reappointment |
|
696
|
of instructional personnel who do not meet the requirements of |
|
697
|
s. 1012.56(3). Such recommendation must be limited to |
|
698
|
instructional personnel whose students demonstrate annual |
|
699
|
learning gains toward achieving the Sunshine State Standards |
|
700
|
appropriate for the student's grade level, who maintain |
|
701
|
appropriate classroom discipline, who demonstrate adequate |
|
702
|
subject matter knowledge, who successfully plan and deliver |
|
703
|
instruction that incorporates the appropriate use of technology, |
|
704
|
who successfully evaluate student instructional needs, and who |
|
705
|
foster positive collaborative relationships with students’ |
|
706
|
families to increase the respective students’ achievement. |
|
707
|
Section 7. Subsection (6) of section 1012.56, Florida |
|
708
|
Statutes, is amended to read: |
|
709
|
1012.56 Educator certification requirements.-- |
|
710
|
(6) TYPES AND TERMS OF CERTIFICATION.-- |
|
711
|
(a) The Department of Education shall issue a professional |
|
712
|
certificate for a period not to exceed 5 years to any applicant |
|
713
|
who meets all the requirements outlined in subsection (2). |
|
714
|
(b) The department shall issue a temporary certificate to |
|
715
|
any applicant who completes the requirements outlined in |
|
716
|
paragraphs (2)(a)-(f) and completes the subject area content |
|
717
|
requirements specified in state board rule or demonstrates |
|
718
|
mastery of subject area knowledge pursuant to subsection (4) and |
|
719
|
holds an accredited degree or a degree approved by the |
|
720
|
Department of Education at the level required for the subject |
|
721
|
area specialization in state board rule. |
|
722
|
(c) The department shall issue one nonrenewable 2-year |
|
723
|
temporary certificate and one nonrenewable 5-year professional |
|
724
|
certificate to a qualified applicant who holds a bachelor's |
|
725
|
degree in the area of speech-language impairment to allow for |
|
726
|
completion of a master's degree program in speech-language |
|
727
|
impairment. |
|
728
|
|
|
729
|
Each temporary certificate is valid for 3 school fiscal years |
|
730
|
and is nonrenewable.However, the requirement in paragraph |
|
731
|
(2)(g) must be met within 1 calendar year of the date of |
|
732
|
employment under the temporary certificate. Individuals who are |
|
733
|
employed under contract at the end of the 1 calendar year time |
|
734
|
period may continue to be employed through the end of the school |
|
735
|
year in which they have been contracted. A school district shall |
|
736
|
not employ, or continue the employment of, an individual in a |
|
737
|
position for which a temporary certificate is required beyond |
|
738
|
this time period if the individual has not met the requirement |
|
739
|
of paragraph (2)(g).The State Board of Education shall adopt |
|
740
|
rules to allow the department to extend the validity period of a |
|
741
|
temporary certificate for 2 years when the requirements for the |
|
742
|
professional certificate, not including the requirement in |
|
743
|
paragraph (2)(g),were not completed due to the serious illness |
|
744
|
or injury of the applicant or other extraordinary extenuating |
|
745
|
circumstances. The department shall reissue the temporary |
|
746
|
certificate for 2 additional years upon approval by the |
|
747
|
Commissioner of Education. A written request for reissuance of |
|
748
|
the certificate shall be submitted by the district school |
|
749
|
superintendent, the governing authority of a university lab |
|
750
|
school, the governing authority of a state-supported school, or |
|
751
|
the governing authority of a private school. |
|
752
|
Section 8. Section 1012.597, Florida Statutes, is created |
|
753
|
to read: |
|
754
|
1012.597 Executive leadership certification for school |
|
755
|
principals.-–The State Board of Education must adopt rules |
|
756
|
through which school principals and assistant principals may |
|
757
|
earn executive leadership certification. The foundation for such |
|
758
|
certification must derive from performance on a statewide |
|
759
|
leadership assessment instrument, customer satisfaction |
|
760
|
inventories, and student achievement indicators. Certification, |
|
761
|
including the statewide leadership assessment instrument, must |
|
762
|
be developed in conjunction with school principals, district |
|
763
|
school superintendents, and district school board members. The |
|
764
|
State Board of Education must designate incentives available to |
|
765
|
personnel who earn executive leadership certification, |
|
766
|
including, but not limited to, merit pay, expanded discretionary |
|
767
|
spending flexibility, relaxed regulation or reporting |
|
768
|
requirements, additional professional development resources, and |
|
769
|
public recognition. |
|
770
|
Section 9. Paragraph (a) of subsection (2) of section |
|
771
|
1012.61, Florida Statutes, is amended to read: |
|
772
|
1012.61 Sick leave.-- |
|
773
|
(2) PROVISIONS GOVERNING SICK LEAVE.--The following |
|
774
|
provisions shall govern sick leave: |
|
775
|
(a) Extent of leave.-- |
|
776
|
1. Each member of the instructional staff employed on a |
|
777
|
full-time basis is entitled to 4 days of sick leave as of the |
|
778
|
first day of employment of each contract year and shall |
|
779
|
thereafter earn 1 day of sick leave for each month of |
|
780
|
employment, which shall be credited to the member at the end of |
|
781
|
that month and which may not be used before it is earned and |
|
782
|
credited to the member. Each other employee shall be credited |
|
783
|
with 4 days of sick leave at the end of the first month of |
|
784
|
employment of each contract year and shall thereafter be |
|
785
|
credited for 1 day of sick leave for each month of employment, |
|
786
|
which shall be credited to the employee at the end of the month |
|
787
|
and which may not be used before it is earned and credited to |
|
788
|
the employee. However, each member of the instructional staff |
|
789
|
and each other employee is entitled to earn no more than 1 day |
|
790
|
of sick leave times the number of months of employment during |
|
791
|
the year of employment. If the employee terminates his or her |
|
792
|
employment and has not accrued the 4 days of sick leave |
|
793
|
available to him or her, the district school board may withhold |
|
794
|
the average daily amount for the days of sick leave used but |
|
795
|
unearned by the employee. Such leave may be taken only when |
|
796
|
necessary because of sickness as prescribed in this section. The |
|
797
|
sick leave shall be cumulative from year to year. There shall be |
|
798
|
no limit on the number of days of sick leave which a member of |
|
799
|
the instructional staff or an educational support employee may |
|
800
|
accrue, except that at least one-half of this cumulative leave |
|
801
|
must be established within the district granting such leave. |
|
802
|
2. A district school board may establish policies and |
|
803
|
prescribe standards to permit an employee to be absent 6 days |
|
804
|
each school year for personal reasons. However, such absences |
|
805
|
for personal reasons must be charged only to accrued sick leave, |
|
806
|
and leave for personal reasons is noncumulative. |
|
807
|
3. District school boards may adopt rules permitting the |
|
808
|
annual payment for accumulated sick leave that is earned for |
|
809
|
that year and that is unused at the end of the school year, |
|
810
|
based on the daily rate of pay of the employee multiplied by up |
|
811
|
to 80 percent. Days for which such payment is received shall be |
|
812
|
deducted from the accumulated leave balance.Such annual payment |
|
813
|
may apply only to instructional staff and educational support |
|
814
|
employees. |
|
815
|
4. A district school board may establish policies to |
|
816
|
provide terminal pay for accumulated sick leave to instructional |
|
817
|
staff and educational support employees of the district school |
|
818
|
board. If termination of employment is by death of the employee, |
|
819
|
any terminal pay to which the employee may have been entitled |
|
820
|
may be made to his or her beneficiary. However, such terminal |
|
821
|
pay may not exceed an amount determined as follows: |
|
822
|
a. During the first 3 years of service, the daily rate of |
|
823
|
pay multiplied by 35 percent times the number of days of |
|
824
|
accumulated sick leave. |
|
825
|
b. During the next 3 years of service, the daily rate of |
|
826
|
pay multiplied by 40 percent times the number of days of |
|
827
|
accumulated sick leave. |
|
828
|
c. During the next 3 years of service, the daily rate of |
|
829
|
pay multiplied by 45 percent times the number of days of |
|
830
|
accumulated sick leave. |
|
831
|
d. During the next 3 years of service, the daily rate of |
|
832
|
pay multiplied by 50 percent times the number of days of |
|
833
|
accumulated sick leave. |
|
834
|
e. During and after the 13th year of service, the daily |
|
835
|
rate of pay multiplied by 100 percent times the number of days |
|
836
|
of accumulated sick leave. |
|
837
|
5. A district school board may establish policies to |
|
838
|
provide terminal pay for accumulated sick leave to any full-time |
|
839
|
employee of the district school board other than instructional |
|
840
|
staff or educational support employees as defined in this |
|
841
|
section. If termination of the employee is by death of the |
|
842
|
employee, any terminal pay to which the employee may have been |
|
843
|
entitled may be made to the employee's beneficiary. |
|
844
|
a. Terminal pay may not exceed one-fourth of all unused |
|
845
|
sick leave accumulated on or after July 1, 2001, and may not |
|
846
|
exceed a maximum of 60 days of actual payment. This limit does |
|
847
|
not impair any contractual agreement established before July 1, |
|
848
|
2001; however, a previously established contract renewed on or |
|
849
|
after July 1, 2001, constitutes a new contract. |
|
850
|
b. For unused sick leave accumulated before July 1, 2001, |
|
851
|
terminal payment shall be made pursuant to a district school |
|
852
|
board's policies, contracts, or rules that are in effect on June |
|
853
|
30, 2001. |
|
854
|
c. If an employee has an accumulated sick leave balance of |
|
855
|
60 days of actual payment or more prior to July 1, 2001, sick |
|
856
|
leave earned after that date may not be accumulated for terminal |
|
857
|
pay purposes until the accumulated leave balance for leave |
|
858
|
earned before July 1, 2001, is less than 60 days. |
|
859
|
Section 10. Section 1012.987, Florida Statutes, is created |
|
860
|
to read: |
|
861
|
1012.987 Professional development for school |
|
862
|
administrators.-–The Department of Education must develop a |
|
863
|
comprehensive, statewide program of continuing education for |
|
864
|
school administrators. Such professional development program |
|
865
|
must be available to school administrators through professional |
|
866
|
development conferences and workshops, distance instruction, |
|
867
|
mentorship activities with school administrators who have earned |
|
868
|
executive leadership certification, and approved postsecondary |
|
869
|
instruction. The professional development program must include |
|
870
|
information related to best administrative practices, the |
|
871
|
implications of statewide initiatives for school administrators, |
|
872
|
resources available to school administrators for the diagnosis |
|
873
|
of school performance and corresponding strategic planning, and |
|
874
|
other issues recommended by school principals and district |
|
875
|
school superintendents. The Secretary of Education must |
|
876
|
establish an advisory council composed primarily of school |
|
877
|
principals and assistant principals representing elementary |
|
878
|
schools, middle or junior high schools, and high schools to make |
|
879
|
recommendations regarding the content and delivery of the |
|
880
|
professional development program for school administrators. The |
|
881
|
Secretary of Education must annually recommend specific funding |
|
882
|
to implement statewide professional development for school |
|
883
|
administrators. |
|
884
|
Section 11. This act shall take effect July 1, 2003. |
|
885
|
|
|
886
|
|