Senate Bill sb0444c1

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    Florida Senate - 2003                            CS for SB 444

    By the Committee on Governmental Oversight and Productivity;
    and Senator Wise




    302-2410-03

  1                      A bill to be entitled

  2         An act relating to retirement; amending s.

  3         121.0515, F.S.; including court baliffs,

  4         deputies, and first-responding ocean lifeguards

  5         in the special risk retirement class of the

  6         Florida Retirement System; permitting an

  7         upgrading of special risk membership for past

  8         service; amending s. 121.055, F.S.; providing

  9         for the repurchase of service credit by members

10         whose current employer was a former member of

11         the Florida Retirement System; amending s.

12         121.091, F.S.; providing for the reemployment

13         of retired district school board employees and

14         community college and state university

15         employees on a full-time or part-time basis

16         prior to the completion of 12 months of retired

17         service; amending s. 121.1115, F.S.; providing

18         for purchase of retirement credit by employees

19         with service in a territory of the United

20         States; providing an effective date.

21  

22  Be It Enacted by the Legislature of the State of Florida:

23  

24         Section 1.  Subsections (2) and (5) of section

25  121.0515, Florida Statutes, are amended to read:

26         121.0515  Special risk membership.--

27         (2)  CRITERIA.--A member, to be designated as a special

28  risk member, must meet the following criteria:

29         (a)  The member must be employed as a law enforcement

30  officer, court baliff, or deputy and be certified, or required

31  to be certified, in compliance with s. 943.1395; however,

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 1  sheriffs and elected police chiefs shall be excluded from

 2  meeting the certification requirements of this paragraph.  In

 3  addition, the member's duties and responsibilities must

 4  include the pursuit, apprehension, and arrest of law violators

 5  or suspected law violators; providing security services in

 6  courthouse facilities; or the member must be an active member

 7  of a bomb disposal unit whose primary responsibility is the

 8  location, handling, and disposal of explosive devices; or the

 9  member must be the supervisor or command officer of a member

10  or members who have such responsibilities; provided, however,

11  administrative support personnel, including, but not limited

12  to, those whose primary duties and responsibilities are in

13  accounting, purchasing, legal, and personnel, shall not be

14  included;

15         (b)  The member must be employed as a firefighter and

16  be certified, or required to be certified, in compliance with

17  s. 633.35 and be employed solely within the fire department of

18  a local government employer or an agency of state government

19  with firefighting responsibilities. In addition, the member's

20  duties and responsibilities must include on-the-scene fighting

21  of fires, fire prevention, or firefighter training; direct

22  supervision of firefighting units, fire prevention, or

23  firefighter training; or aerial firefighting surveillance

24  performed by fixed-wing aircraft pilots employed by the

25  Division of Forestry of the Department of Agriculture and

26  Consumer Services; or the member must be the supervisor or

27  command officer of a member or members who have such

28  responsibilities; provided, however, administrative support

29  personnel, including, but not limited to, those whose primary

30  duties and responsibilities are in accounting, purchasing,

31  legal, and personnel, shall not be included and further

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 1  provided that all periods of creditable service in fire

 2  prevention or firefighter training, or as the supervisor or

 3  command officer of a member or members who have such

 4  responsibilities, and for which the employer paid the special

 5  risk contribution rate, shall be included;

 6         (c)  The member must be employed as a correctional

 7  officer and be certified, or required to be certified, in

 8  compliance with s. 943.1395.  In addition, the member's

 9  primary duties and responsibilities must be the custody, and

10  physical restraint when necessary, of prisoners or inmates

11  within a prison, jail, or other criminal detention facility,

12  or while on work detail outside the facility, or while being

13  transported; or the member must be the supervisor or command

14  officer of a member or members who have such responsibilities;

15  provided, however, administrative support personnel,

16  including, but not limited to, those whose primary duties and

17  responsibilities are in accounting, purchasing, legal, and

18  personnel, shall not be included; however, wardens and

19  assistant wardens, as defined by rule, shall participate in

20  the Special Risk Class;

21         (d)  The member must be employed by a licensed Advance

22  Life Support (ALS) or Basic Life Support (BLS) employer as an

23  emergency medical technician, or a paramedic, or ocean

24  lifeguard and be certified in compliance with s. 401.27.  In

25  addition, the member's primary duties and responsibilities

26  must include on-the-scene emergency medical care,

27  first-response emergency assistance to drowning victims, or

28  direct supervision of emergency medical technicians or

29  paramedics, or the member must be the supervisor or command

30  officer of one or more members who have such responsibility.

31  However, administrative support personnel, including, but not

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 1  limited to, those whose primary responsibilities are in

 2  accounting, purchasing, legal, and personnel, shall not be

 3  included;

 4         (e)  The member must be employed as a community-based

 5  correctional probation officer and be certified, or required

 6  to be certified, in compliance with s. 943.1395.  In addition,

 7  the member's primary duties and responsibilities must be the

 8  supervised custody, surveillance, control, investigation, and

 9  counseling of assigned inmates, probationers, parolees, or

10  community controllees within the community; or the member must

11  be the supervisor of a member or members who have such

12  responsibilities. Administrative support personnel, including,

13  but not limited to, those whose primary duties and

14  responsibilities are in accounting, purchasing, legal

15  services, and personnel management, shall not be included;

16  however, probation and parole circuit and deputy circuit

17  administrators shall participate in the Special Risk Class; or

18         (f)  The member must be employed in one of the

19  following classes and must spend at least 75 percent of his or

20  her time performing duties which involve contact with patients

21  or inmates in a correctional or forensic facility or

22  institution:

23         1.  Dietitian (class codes 5203 and 5204).

24         2.  Public health nutrition consultant (class code

25  5224).

26         3.  Psychological specialist (class codes 5230 and

27  5231).

28         4.  Psychologist (class code 5234).

29         5.  Senior psychologist (class codes 5237 and 5238).

30         6.  Regional mental health consultant (class code

31  5240).

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 1         7.  Psychological Services Director--DCF (class code

 2  5242).

 3         8.  Pharmacist (class codes 5245 and 5246).

 4         9.  Senior pharmacist (class codes 5248 and 5249).

 5         10.  Dentist (class code 5266).

 6         11.  Senior dentist (class code 5269).

 7         12.  Registered nurse (class codes 5290 and 5291).

 8         13.  Senior registered nurse (class codes 5292 and

 9  5293).

10         14.  Registered nurse specialist (class codes 5294 and

11  5295).

12         15.  Clinical associate (class codes 5298 and 5299).

13         16.  Advanced registered nurse practitioner (class

14  codes 5297 and 5300).

15         17.  Advanced registered nurse practitioner specialist

16  (class codes 5304 and 5305).

17         18.  Registered nurse supervisor (class codes 5306 and

18  5307).

19         19.  Senior registered nurse supervisor (class codes

20  5308 and 5309).

21         20.  Registered nursing consultant (class codes 5312

22  and 5313).

23         21.  Quality management program supervisor (class code

24  5314).

25         22.  Executive nursing director (class codes 5320 and

26  5321).

27         23.  Speech and hearing therapist (class code 5406); or

28         24.  Pharmacy manager (class code 5251).

29         (g)  The member must be employed as a youth custody

30  officer and be certified, or required to be certified, in

31  compliance with s. 943.1395. In addition, the member's primary

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 1  duties and responsibilities must be the supervised custody,

 2  surveillance, control, investigation, apprehension, arrest,

 3  and counseling of assigned juveniles within the community.

 4         (5)  CREDIT FOR PAST SERVICE.--A special risk member

 5  may purchase retirement credit in the Special Risk Class based

 6  upon past service, and may upgrade retirement credit for such

 7  past service, to the extent of 3 2 percent of the member's

 8  average monthly compensation as specified in s. 121.091(1)(a)

 9  for such service as follows:

10         (a)  The member may purchase special risk credit for

11  past service with a city or special district which has elected

12  to join the Florida Retirement System, or with a participating

13  agency to which a member's governmental unit was transferred,

14  merged, or consolidated as provided in s. 121.081(1)(f), if

15  the member was employed with the city or special district at

16  the time it commenced participating in the Florida Retirement

17  System or with the governmental unit at the time of its

18  transfer, merger, or consolidation with the participating

19  agency. The service must satisfy the criteria set forth in

20  subsection (2) for special risk membership as a law

21  enforcement officer, firefighter, or correctional officer;

22  however, no certificate or waiver of certificate of compliance

23  with s. 943.1395 or s. 633.35 shall be required for such

24  service.

25         (b)  Contributions for upgrading the additional special

26  risk credit pursuant to this subsection shall be equal to the

27  difference in the contributions paid and the special risk

28  percentage rate of gross salary in effect at the time of

29  purchase for the period being claimed, plus interest thereon

30  at the rate of 4 percent a year compounded annually from the

31  date of such service until July 1, 1975, and 6.5 percent a

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 1  year thereafter until the date of payment.  This past service

 2  may be purchased by the member or by the employer on behalf of

 3  the member.

 4         Section 2.  Paragraph (c) of subsection (6) of section

 5  121.055, Florida Statutes, is amended to read:

 6         121.055  Senior Management Service Class.--There is

 7  hereby established a separate class of membership within the

 8  Florida Retirement System to be known as the "Senior

 9  Management Service Class," which shall become effective

10  February 1, 1987.

11         (6)

12         (c)  Participation.--

13         1.  Any eligible employee who is employed on or before

14  February 1, 1987, may elect to participate in the optional

15  annuity program in lieu of participation in the Senior

16  Management Service Class.  Such election shall be made in

17  writing and filed with the department and the personnel

18  officer of the employer on or before May 1, 1987.  Any

19  eligible employee who is employed on or before February 1,

20  1987, and who fails to make an election to participate in the

21  optional annuity program by May 1, 1987, shall be deemed to

22  have elected membership in the Senior Management Service

23  Class.

24         2.  Any employee who becomes eligible to participate in

25  the optional annuity program by reason of initial employment

26  commencing after February 1, 1987, may, within 90 days after

27  the date of commencement of employment, elect to participate

28  in the optional annuity program.  Such election shall be made

29  in writing and filed with the personnel officer of the

30  employer.  Any eligible employee who does not within 90 days

31  after commencement of such employment elect to participate in

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 1  the optional annuity program shall be deemed to have elected

 2  membership in the Senior Management Service Class.

 3         3.  A person who is appointed to a position in the

 4  Senior Management Service Class and who is a member of an

 5  existing retirement system or the Special Risk or Special Risk

 6  Administrative Support Classes of the Florida Retirement

 7  System may elect to remain in such system or class in lieu of

 8  participation in the Senior Management Service Class or

 9  optional annuity program. Such election shall be made in

10  writing and filed with the department and the personnel

11  officer of the employer within 90 days of such appointment.

12  Any eligible employee who fails to make an election to

13  participate in the existing system, the Special Risk Class of

14  the Florida Retirement System, the Special Risk Administrative

15  Support Class of the Florida Retirement System, or the

16  optional annuity program shall be deemed to have elected

17  membership in the Senior Management Service Class.

18         4.  Except as provided in subparagraph 5., an

19  employee's election to participate in the optional annuity

20  program is irrevocable as long as such employee continues to

21  be employed in an eligible position and continues to meet the

22  eligibility requirements set forth in this paragraph.

23         5.  Effective from July 1, 2002, through September 30,

24  2002, any active employee in a regularly established position

25  who has elected to participate in the Senior Management

26  Service Optional Annuity Program has one opportunity to choose

27  to move from the Senior Management Service Optional Annuity

28  Program to the Florida Retirement System defined benefit

29  program.

30         a.  The election must be made in writing and must be

31  filed with the department and the personnel officer of the

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 1  employer before October 1, 2002, or, in the case of an active

 2  employee who is on a leave of absence on July 1, 2002, within

 3  90 days after the conclusion of the leave of absence. This

 4  election is irrevocable.

 5         b.  The employee will receive service credit under the

 6  defined benefit program of the Florida Retirement System equal

 7  to his or her years of service under the Senior Management

 8  Service Optional Annuity Program. The cost for such credit

 9  shall be an amount representing the present value of that

10  employee's accumulated benefit obligation for the affected

11  period of service.

12         c.  The employee must transfer the total accumulated

13  employer contributions and earnings on deposit in his or her

14  Senior Management Service Optional Annuity Program account. If

15  the transferred amount is not sufficient to pay the amount

16  due, the employee must pay a sum representing the remainder of

17  the amount due. In no case may the employee retain any

18  employer contributions or earnings thereon from the Senior

19  Management Service Optional Annuity Program account.

20         6.  Effective from July 1, 2003, through September 30,

21  2003, an active employee with an employer that terminated

22  membership effective December 31, 1995, has one opportunity to

23  choose to reestablish participation in either the defined

24  benefit or public employees' optional retirement program.

25         a.  The election must be made in writing and must be

26  filed with the department and the personnel officer of the

27  employer before October 1, 2003, or, in the case of an active

28  employee who is on leave of absence on July 1, 2003, within 90

29  days after the conclusion of the leave of absence. This

30  election is irrevocable.

31  

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 1         b.  The employee shall receive service credit in the

 2  Florida Retirement System equal to his or her years of service

 3  under the current employer's pension plan. The cost for such

 4  credit shall be an amount representing the present value of

 5  that employee's accumulated benefit obligation for the

 6  affected period of service.

 7         c.  The employee must transfer the total accumulated

 8  employer and employee contributions and earnings on deposit to

 9  the Florida Retirement System. If the transferred amount is

10  not sufficient to pay the amount due, the employee must pay a

11  sum representing the remainder of the amount due. In no case

12  may the employee retain any employer contributions or earnings

13  thereon in the account from which the transfer is made.

14         Section 3.  Paragraph (b) of subsection (9) of section

15  121.091, Florida Statutes, is amended to read:

16         121.091  Benefits payable under the system.--Benefits

17  may not be paid under this section unless the member has

18  terminated employment as provided in s. 121.021(39)(a) or

19  begun participation in the Deferred Retirement Option Program

20  as provided in subsection (13), and a proper application has

21  been filed in the manner prescribed by the department. The

22  department may cancel an application for retirement benefits

23  when the member or beneficiary fails to timely provide the

24  information and documents required by this chapter and the

25  department's rules. The department shall adopt rules

26  establishing procedures for application for retirement

27  benefits and for the cancellation of such application when the

28  required information or documents are not received.

29         (9)  EMPLOYMENT AFTER RETIREMENT; LIMITATION.--

30         (b)1.  Any person who is retired under this chapter,

31  except under the disability retirement provisions of

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 1  subsection (4), may be reemployed by any private or public

 2  employer after retirement and receive retirement benefits and

 3  compensation from his or her employer without any limitations,

 4  except that a person may not receive both a salary from

 5  reemployment with any agency participating in the Florida

 6  Retirement System and retirement benefits under this chapter

 7  for a period of 12 months immediately subsequent to the date

 8  of retirement. However, a DROP participant shall continue

 9  employment and receive a salary during the period of

10  participation in the Deferred Retirement Option Program, as

11  provided in subsection (13).

12         2.  Any person to whom the limitation in subparagraph

13  1. applies who violates such reemployment limitation and who

14  is reemployed with any agency participating in the Florida

15  Retirement System before completion of the 12-month limitation

16  period shall give timely notice of this fact in writing to the

17  employer and to the division and shall have his or her

18  retirement benefits suspended for the balance of the 12-month

19  limitation period.  Any person employed in violation of this

20  paragraph and any employing agency which knowingly employs or

21  appoints such person without notifying the Division of

22  Retirement to suspend retirement benefits shall be jointly and

23  severally liable for reimbursement to the retirement trust

24  fund of any benefits paid during the reemployment limitation

25  period.  To avoid liability, such employing agency shall have

26  a written statement from the retiree that he or she is not

27  retired from a state-administered retirement system.  Any

28  retirement benefits received while reemployed during this

29  reemployment limitation period shall be repaid to the

30  retirement trust fund, and retirement benefits shall remain

31  suspended until such repayment has been made.  Benefits

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 1  suspended beyond the reemployment limitation shall apply

 2  toward repayment of benefits received in violation of the

 3  reemployment limitation.

 4         3.  A district school board may reemploy a retired

 5  member as an a substitute or hourly teacher, education

 6  paraprofessional, transportation assistant, bus driver, or

 7  food service worker on a noncontractual basis after he or she

 8  has been retired for 1 calendar month, in accordance with s.

 9  121.021(39). A district school board may reemploy a retired

10  member as instructional personnel as defined in s. 1012.01(2)

11  or as a school-based administrator as defined in s.

12  1012.01(3)(c), on an annual contractual basis, after he or she

13  has been retired for 1 calendar month, in accordance with s.

14  121.021(39). Any retired member who is reemployed within 1

15  calendar month after retirement shall void his or her

16  application for retirement benefits. District school boards

17  reemploying such teachers, education paraprofessionals,

18  transportation assistants, bus drivers, or food service

19  workers are subject to the retirement contribution required by

20  subparagraph 7. Reemployment of a retired member as a

21  substitute or hourly teacher, education paraprofessional,

22  transportation assistant, bus driver, or food service worker

23  is limited to 780 hours during the first 12 months of his or

24  her retirement.  Any retired member reemployed for more than

25  780 hours during his or her first 12 months of retirement

26  shall give timely notice in writing to the employer and to the

27  division of the date he or she will exceed the limitation.

28  The division shall suspend his or her retirement benefits for

29  the remainder of the first 12 months of retirement.  Any

30  person employed in violation of this subparagraph and any

31  employing agency which knowingly employs or appoints such

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 1  person without notifying the Division of Retirement to suspend

 2  retirement benefits shall be jointly and severally liable for

 3  reimbursement to the retirement trust fund of any benefits

 4  paid during the reemployment limitation period.  To avoid

 5  liability, such employing agency shall have a written

 6  statement from the retiree that he or she is not retired from

 7  a state-administered retirement system.  Any retirement

 8  benefits received by a retired member while reemployed in

 9  excess of 780 hours during the first 12 months of retirement

10  shall be repaid to the Retirement System Trust Fund, and his

11  or her retirement benefits shall remain suspended until

12  repayment is made.  Benefits suspended beyond the end of the

13  retired member's first 12 months of retirement shall apply

14  toward repayment of benefits received in violation of the

15  780-hour reemployment limitation.

16         4.  A community college board of trustees may reemploy

17  a retired member as an adjunct instructor, or in other

18  positions of critical need as defined by the district board of

19  trustees on an annual, contractual, or part-time basis that

20  is, an instructor who is noncontractual and part-time, or as a

21  participant in a phased retirement program within the Florida

22  Community College System, after he or she has been retired for

23  1 calendar month, in accordance with s. 121.021(39).  Any

24  other retired member who is reemployed within 1 calendar month

25  after retirement shall void his or her application for

26  retirement benefits.  Boards of trustees reemploying such

27  retired members instructors are subject to the retirement

28  contribution required in subparagraph 7. A retired member may

29  be reemployed as an adjunct instructor for no more than 780

30  hours during the first 12 months of retirement.  Any retired

31  member reemployed for more than 780 hours during the first 12

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 1  months of retirement shall give timely notice in writing to

 2  the employer and to the division of the date he or she will

 3  exceed the limitation.  The division shall suspend his or her

 4  retirement benefits for the remainder of the first 12 months

 5  of retirement.  Any person employed in violation of this

 6  subparagraph and any employing agency which knowingly employs

 7  or appoints such person without notifying the Division of

 8  Retirement to suspend retirement benefits shall be jointly and

 9  severally liable for reimbursement to the retirement trust

10  fund of any benefits paid during the reemployment limitation

11  period.  To avoid liability, such employing agency shall have

12  a written statement from the retiree that he or she is not

13  retired from a state-administered retirement system.  Any

14  retirement benefits received by a retired member while

15  reemployed in excess of 780 hours during the first 12 months

16  of retirement shall be repaid to the Retirement System Trust

17  Fund, and retirement benefits shall remain suspended until

18  repayment is made.  Benefits suspended beyond the end of the

19  retired member's first 12 months of retirement shall apply

20  toward repayment of benefits received in violation of the

21  780-hour reemployment limitation.

22         5.  A state university board of trustees The State

23  University System may reemploy a retired member as a an

24  adjunct faculty member, or in other positions of critical need

25  as defined by the state university board of trustees, on an

26  annual, contractual, or part-time basis, or as a participant

27  in a phased retirement program within the State University

28  System after the retired member has been retired for 1

29  calendar month, in accordance with s. 121.021(39).  Any other

30  retired member who is reemployed within 1 calendar month after

31  retirement shall void his or her application for retirement

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 1  benefits. State university boards of trustees reemploying such

 2  retired members are The State University System is subject to

 3  the retirement retired contribution required in subparagraph

 4  7., as appropriate. A retired member may be reemployed as an

 5  adjunct faculty member or a participant in a phased retirement

 6  program for no more than 780 hours during the first 12 months

 7  of his or her retirement.  Any retired member reemployed for

 8  more than 780 hours during the first 12 months of retirement

 9  shall give timely notice in writing to the employer and to the

10  division of the date he or she will exceed the limitation.

11  The division shall suspend his or her retirement benefits for

12  the remainder of the first 12 months of retirement.  Any

13  person employed in violation of this subparagraph and any

14  employing agency which knowingly employs or appoints such

15  person without notifying the Division of Retirement to suspend

16  retirement benefits shall be jointly and severally liable for

17  reimbursement to the retirement trust fund of any benefits

18  paid during the reemployment limitation period.  To avoid

19  liability, such employing agency shall have a written

20  statement from the retiree that he or she is not retired from

21  a state-administered retirement system.  Any retirement

22  benefits received by a retired member while reemployed in

23  excess of 780 hours during the first 12 months of retirement

24  shall be repaid to the Retirement System Trust Fund, and

25  retirement benefits shall remain suspended until repayment is

26  made.  Benefits suspended beyond the end of the retired

27  member's first 12 months of retirement shall apply toward

28  repayment of benefits received in violation of the 780-hour

29  reemployment limitation.

30         6.  The Board of Trustees of the Florida School for the

31  Deaf and the Blind may reemploy a retired member as a

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 1  substitute teacher, substitute residential instructor, or

 2  substitute nurse on a noncontractual basis after he or she has

 3  been retired for 1 calendar month, in accordance with s.

 4  121.021(39).  Any retired member who is reemployed within 1

 5  calendar month after retirement shall void his or her

 6  application for retirement benefits. The Board of Trustees of

 7  the Florida School for the Deaf and the Blind reemploying such

 8  teachers, residential instructors, or nurses is subject to the

 9  retirement contribution required by subparagraph 7.

10  Reemployment of a retired member as a substitute teacher,

11  substitute residential instructor, or substitute nurse is

12  limited to 780 hours during the first 12 months of his or her

13  retirement.  Any retired member reemployed for more than 780

14  hours during the first 12 months of retirement shall give

15  timely notice in writing to the employer and to the division

16  of the date he or she will exceed the limitation. The division

17  shall suspend his or her retirement benefits for the remainder

18  of the first 12 months of retirement.  Any person employed in

19  violation of this subparagraph and any employing agency which

20  knowingly employs or appoints such person without notifying

21  the Division of Retirement to suspend retirement benefits

22  shall be jointly and severally liable for reimbursement to the

23  retirement trust fund of any benefits paid during the

24  reemployment limitation period.  To avoid liability, such

25  employing agency shall have a written statement from the

26  retiree that he or she is not retired from a

27  state-administered retirement system.  Any retirement benefits

28  received by a retired member while reemployed in excess of 780

29  hours during the first 12 months of retirement shall be repaid

30  to the Retirement System Trust Fund, and his or her retirement

31  benefits shall remain suspended until payment is made.

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    Florida Senate - 2003                            CS for SB 444
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 1  Benefits suspended beyond the end of the retired member's

 2  first 12 months of retirement shall apply toward repayment of

 3  benefits received in violation of the 780-hour reemployment

 4  limitation.

 5         7.  The employment by an employer of any retiree or

 6  DROP participant of any state-administered retirement system

 7  shall have no effect on the average final compensation or

 8  years of creditable service of the retiree or DROP

 9  participant.  Prior to July 1, 1991, upon employment of any

10  person, other than an elected officer as provided in s.

11  121.053, who has been retired under any state-administered

12  retirement program, the employer shall pay retirement

13  contributions in an amount equal to the unfunded actuarial

14  liability portion of the employer contribution which would be

15  required for regular members of the Florida Retirement System.

16  Effective July 1, 1991, contributions shall be made as

17  provided in s. 121.122 for retirees with renewed membership or

18  subsection (13) with respect to DROP participants.

19         8.  Any person who has previously retired and who is

20  holding an elective public office or an appointment to an

21  elective public office eligible for the Elected Officers'

22  Class on or after July 1, 1990, shall be enrolled in the

23  Florida Retirement System as provided in s. 121.053(1)(b) or,

24  if holding an elective public office that does not qualify for

25  the Elected Officers' Class on or after July 1, 1991, shall be

26  enrolled in the Florida Retirement System as provided in s.

27  121.122, and shall continue to receive retirement benefits as

28  well as compensation for the elected officer's service for as

29  long as he or she remains in elective office. However, any

30  retired member who served in an elective office prior to July

31  1, 1990, suspended his or her retirement benefit, and had his

                                  17

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    Florida Senate - 2003                            CS for SB 444
    302-2410-03




 1  or her Florida Retirement System membership reinstated shall,

 2  upon retirement from such office, have his or her retirement

 3  benefit recalculated to include the additional service and

 4  compensation earned.

 5         9.  Any person who is holding an elective public office

 6  which is covered by the Florida Retirement System and who is

 7  concurrently employed in nonelected covered employment may

 8  elect to retire while continuing employment in the elective

 9  public office, provided that he or she shall be required to

10  terminate his or her nonelected covered employment.  Any

11  person who exercises this election shall receive his or her

12  retirement benefits in addition to the compensation of the

13  elective office without regard to the time limitations

14  otherwise provided in this subsection.  No person who seeks to

15  exercise the provisions of this subparagraph, as the same

16  existed prior to May 3, 1984, shall be deemed to be retired

17  under those provisions, unless such person is eligible to

18  retire under the provisions of this subparagraph, as amended

19  by chapter 84-11, Laws of Florida.

20         10.  The limitations of this paragraph apply to

21  reemployment in any capacity with an "employer" as defined in

22  s. 121.021(10), irrespective of the category of funds from

23  which the person is compensated.

24         11.  An employing agency may reemploy a retired member

25  as a firefighter or paramedic after the retired member has

26  been retired for 1 calendar month, in accordance with s.

27  121.021(39). Any retired member who is reemployed within 1

28  calendar month after retirement shall void his or her

29  application for retirement benefits. The employing agency

30  reemploying such firefighter or paramedic is subject to the

31  retired contribution required in subparagraph 8. Reemployment

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    Florida Senate - 2003                            CS for SB 444
    302-2410-03




 1  of a retired firefighter or paramedic is limited to no more

 2  than 780 hours during the first 12 months of his or her

 3  retirement. Any retired member reemployed for more than 780

 4  hours during the first 12 months of retirement shall give

 5  timely notice in writing to the employer and to the division

 6  of the date he or she will exceed the limitation. The division

 7  shall suspend his or her retirement benefits for the remainder

 8  of the first 12 months of retirement. Any person employed in

 9  violation of this subparagraph and any employing agency which

10  knowingly employs or appoints such person without notifying

11  the Division of Retirement to suspend retirement benefits

12  shall be jointly and severally liable for reimbursement to the

13  Retirement System Trust Fund of any benefits paid during the

14  reemployment limitation period. To avoid liability, such

15  employing agency shall have a written statement from the

16  retiree that he or she is not retired from a

17  state-administered retirement system. Any retirement benefits

18  received by a retired member while reemployed in excess of 780

19  hours during the first 12 months of retirement shall be repaid

20  to the Retirement System Trust Fund, and retirement benefits

21  shall remain suspended until repayment is made. Benefits

22  suspended beyond the end of the retired member's first 12

23  months of retirement shall apply toward repayment of benefits

24  received in violation of the 780-hour reemployment limitation.

25         Section 4.  Section 121.1115, Florida Statutes, is

26  amended to read:

27         121.1115  Purchase of retirement credit for

28  out-of-state and federal service.--Effective January 1, 1995,

29  a member of the Florida Retirement System may purchase

30  creditable service for periods of public employment in another

31  state or territory and receive creditable service for such

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    Florida Senate - 2003                            CS for SB 444
    302-2410-03




 1  periods of employment. Service with the Federal Government,

 2  including any military service, may be claimed. Upon

 3  completion of each year of service earned under the Florida

 4  Retirement System, a member may purchase up to 1 year of

 5  retirement credit for his or her out-of-state service, subject

 6  to the following provisions:

 7         (1)  LIMITATIONS AND CONDITIONS.--To receive credit for

 8  the out-of-state service:

 9         (a)  The out-of-state service being claimed must have

10  been:

11         1.  Performed in a position of employment with the

12  state, territory, or a political subdivision thereof or with

13  the Federal Government;

14         2.  Covered by a retirement or pension plan provided by

15  the state, territory, or political subdivision, or by the

16  Federal Government, as appropriate; and

17         3.  Performed prior to a period of membership in the

18  Florida Retirement System.

19         (b)  The member must have completed a minimum of 6

20  years of creditable service under the Florida Retirement

21  System, excluding out-of-state service and in-state service

22  claimed and purchased under s. 121.1122.

23         (c)  Not more than 5 years of creditable service may be

24  claimed for creditable service aggregated under the provisions

25  of this section and s. 121.1122.

26         (d)  The out-of-state service credit claimed under this

27  section shall be credited only as service in the Regular Class

28  of membership, and any benefit or pension based thereon shall

29  be subject to the limitations and restrictions of s. 112.65.

30         (e)  A member shall be eligible to receive service

31  credit for out-of-state service performed after leaving the

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    Florida Senate - 2003                            CS for SB 444
    302-2410-03




 1  Florida Retirement System only upon return to membership and

 2  completion of at least 1 year of creditable service in the

 3  Florida Retirement System following the out-of-state service.

 4         (2)  COST.--For each year claimed, the member must pay

 5  into the System Trust Fund an amount equal to 20 percent of

 6  the member's annual compensation for the first full work year

 7  of creditable service earned under the Florida Retirement

 8  System, but not less than $12,000, plus interest at 6.5

 9  percent compounded annually from the date of first annual

10  salary earned until full payment is made. The employer may pay

11  all or a portion of the cost of this service credit.

12         Section 5.  This act shall take effect July 1, 2003.

13  

14          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
15                         Senate Bill 444

16                                 

17  The Committee Substitute permits upgraded special risk service
    credit for first responding lifeguards, court bailiffs and
18  deputies, and permits a similar service upgrade for new FRS
    employees formerly in a local government plan. Designated
19  employees of district school boards, community colleges, and
    state universities are permitted to be reemployed after
20  retirement sooner than current law permits without invocation
    of a twelve-month benefit suspension period. Senior manager
21  members employed by units of government that ceased FRS
    membership in 1996 are permitted to rejoin following payment
22  of the difference in service credit. Employees with prior
    service in U.S. territories can purchase that service under
23  the same terms as service in another state.

24  

25  

26  

27  

28  

29  

30  

31  

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