| 1 | A bill to be entitled |
| 2 | An act relating to retirement; providing a popular name; |
| 3 | providing legislative intent; providing a statement of |
| 4 | important state interest; amending s. 121.091, F.S.; |
| 5 | revising provisions relating to benefits payable for total |
| 6 | and permanent disability for certain Special Risk Class |
| 7 | members of the Florida Retirement System who are injured |
| 8 | in the line of duty; amending ss. 175.191 and 185.18, |
| 9 | F.S.; providing minimum retirement benefits payable to |
| 10 | certain Special Risk Class members who are injured in the |
| 11 | line of duty and who are totally and permanently disabled |
| 12 | due to such injury; providing for contribution rate |
| 13 | increases to fund benefits provided in s. 121.091, F.S., |
| 14 | as amended; directing the Division of Statutory Revision |
| 15 | to adjust contribution rates set forth in s. 121.071, |
| 16 | F.S.; providing an effective date. |
| 17 |
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| 18 | Be It Enacted by the Legislature of the State of Florida: |
| 19 |
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| 20 | Section 1. This act may be cited as the "Officer Malcolm |
| 21 | Thompson Act." |
| 22 | Section 2. It is declared by the Legislature that |
| 23 | firefighters, emergency medical technicians, paramedics, law |
| 24 | enforcement officers, correctional officers, and correctional |
| 25 | probation officers as defined in this act, sheriffs as defined |
| 26 | in s. 30.072(5), Florida Statutes, deputy sheriffs as defined in |
| 27 | s. 30.072(2), Florida Statutes, and highway patrol officers |
| 28 | under chapter 321, Florida Statutes, perform state and municipal |
| 29 | functions; that it is their duty to protect life and property at |
| 30 | their own risk and peril; that it is their duty to continuously |
| 31 | instruct school personnel, public officials, and private |
| 32 | citizens about safety; and that their activities are vital to |
| 33 | the public safety. Therefore, the Legislature declares that it |
| 34 | is a proper and legitimate state purpose to provide a uniform |
| 35 | retirement system for the benefit of firefighters, emergency |
| 36 | medical technicians, paramedics, law enforcement officers, |
| 37 | correctional officers, and correctional probation officers as |
| 38 | defined in this act, sheriffs as defined in s. 30.072(5), |
| 39 | Florida Statutes, deputy sheriffs as defined in s. 30.072(2), |
| 40 | Florida Statutes, and highway patrol officers under chapter 321, |
| 41 | Florida Statutes, and intends, in implementing the provisions of |
| 42 | s. 14, Art. X of the State Constitution as they relate to |
| 43 | municipal and special district pension trust fund systems and |
| 44 | plans, that such retirement systems or plans be managed, |
| 45 | administered, operated, and funded in such manner as to maximize |
| 46 | the protection of pension trust funds. Pursuant to s. 18, Art. |
| 47 | VII of the State Constitution, the Legislature hereby determines |
| 48 | and declares that the provisions of this act fulfill an |
| 49 | important state interest. |
| 50 | Section 3. Paragraph (b) of subsection (4) and paragraph |
| 51 | (b) of subsection (9) of section 121.091, Florida Statutes, are |
| 52 | amended to read: |
| 53 | 121.091 Benefits payable under the system.--Benefits may |
| 54 | not be paid under this section unless the member has terminated |
| 55 | employment as provided in s. 121.021(39)(a) or begun |
| 56 | participation in the Deferred Retirement Option Program as |
| 57 | provided in subsection (13), and a proper application has been |
| 58 | filed in the manner prescribed by the department. The department |
| 59 | may cancel an application for retirement benefits when the |
| 60 | member or beneficiary fails to timely provide the information |
| 61 | and documents required by this chapter and the department's |
| 62 | rules. The department shall adopt rules establishing procedures |
| 63 | for application for retirement benefits and for the cancellation |
| 64 | of such application when the required information or documents |
| 65 | are not received. |
| 66 | (4) DISABILITY RETIREMENT BENEFIT.-- |
| 67 | (b) Total and permanent disability.--A member shall be |
| 68 | considered totally and permanently disabled if, in the opinion |
| 69 | of the administrator, he or she is prevented, by reason of a |
| 70 | medically determinable physical or mental impairment, from |
| 71 | rendering useful and efficient service as an officer or |
| 72 | employee. A Special Risk Class member who is an officer as |
| 73 | defined in s. 943.10(1), (2), or (3); a firefighter as defined |
| 74 | in s. 633.30(1); an emergency medical technician as defined in |
| 75 | s. 401.23(11); or a paramedic as defined in s. 401.23(17) who is |
| 76 | catastrophically injured as defined in s. 440.02(38), Florida |
| 77 | Statutes 2002, in the line of duty as a result of a felonious |
| 78 | act of another shall be considered totally and permanently |
| 79 | disabled and unable to render useful and efficient service as an |
| 80 | officer, unless the administrator can provide documented |
| 81 | competent medical evidence that the officer is able to render |
| 82 | useful and efficient service as an officer. For purposes of this |
| 83 | section, the term "officer" includes police officers, |
| 84 | correctional officers, correctional probation officers, sheriffs |
| 85 | as defined in s. 30.072(5), deputy sheriffs as defined in s. |
| 86 | 30.072(2), highway patrol officers under chapter 321, |
| 87 | firefighters, emergency medical technicians, and paramedics. |
| 88 | (9) EMPLOYMENT AFTER RETIREMENT; LIMITATION.-- |
| 89 | (b)1. Any person who is retired under this chapter, except |
| 90 | under the disability retirement provisions of subsection (4), |
| 91 | may be reemployed by any private or public employer after |
| 92 | retirement and receive retirement benefits and compensation from |
| 93 | his or her employer without any limitations, except that a |
| 94 | person may not receive both a salary from reemployment with any |
| 95 | agency participating in the Florida Retirement System and |
| 96 | retirement benefits under this chapter for a period of 12 months |
| 97 | immediately subsequent to the date of retirement. However, a |
| 98 | DROP participant shall continue employment and receive a salary |
| 99 | during the period of participation in the Deferred Retirement |
| 100 | Option Program, as provided in subsection (13). |
| 101 | 2. Any person to whom the limitation in subparagraph 1. |
| 102 | applies who violates such reemployment limitation and who is |
| 103 | reemployed with any agency participating in the Florida |
| 104 | Retirement System before completion of the 12-month limitation |
| 105 | period shall give timely notice of this fact in writing to the |
| 106 | employer and to the division and shall have his or her |
| 107 | retirement benefits suspended for the balance of the 12-month |
| 108 | limitation period. Any person employed in violation of this |
| 109 | paragraph and any employing agency which knowingly employs or |
| 110 | appoints such person without notifying the Division of |
| 111 | Retirement to suspend retirement benefits shall be jointly and |
| 112 | severally liable for reimbursement to the retirement trust fund |
| 113 | of any benefits paid during the reemployment limitation period. |
| 114 | To avoid liability, such employing agency shall have a written |
| 115 | statement from the retiree that he or she is not retired from a |
| 116 | state-administered retirement system. Any retirement benefits |
| 117 | received while reemployed during this reemployment limitation |
| 118 | period shall be repaid to the retirement trust fund, and |
| 119 | retirement benefits shall remain suspended until such repayment |
| 120 | has been made. Benefits suspended beyond the reemployment |
| 121 | limitation shall apply toward repayment of benefits received in |
| 122 | violation of the reemployment limitation. |
| 123 | 3. A district school board may reemploy a retired member |
| 124 | as a substitute or hourly teacher, education paraprofessional, |
| 125 | transportation assistant, bus driver, or food service worker on |
| 126 | a noncontractual basis after he or she has been retired for 1 |
| 127 | calendar month, in accordance with s. 121.021(39). A district |
| 128 | school board may reemploy a retired member as instructional |
| 129 | personnel, as defined in s. 1012.01(2)(a), on an annual |
| 130 | contractual basis after he or she has been retired for 1 |
| 131 | calendar month, in accordance with s. 121.021(39). Any other |
| 132 | retired member who is reemployed within 1 calendar month after |
| 133 | retirement shall void his or her application for retirement |
| 134 | benefits. District school boards reemploying such teachers, |
| 135 | education paraprofessionals, transportation assistants, bus |
| 136 | drivers, or food service workers are subject to the retirement |
| 137 | contribution required by subparagraph 7. |
| 138 | 4. A community college board of trustees may reemploy a |
| 139 | retired member as an adjunct instructor, that is, an instructor |
| 140 | who is noncontractual and part-time, or as a participant in a |
| 141 | phased retirement program within the Florida Community College |
| 142 | System, after he or she has been retired for 1 calendar month, |
| 143 | in accordance with s. 121.021(39). Any retired member who is |
| 144 | reemployed within 1 calendar month after retirement shall void |
| 145 | his or her application for retirement benefits. Boards of |
| 146 | trustees reemploying such instructors are subject to the |
| 147 | retirement contribution required in subparagraph 7. A retired |
| 148 | member may be reemployed as an adjunct instructor for no more |
| 149 | than 780 hours during the first 12 months of retirement. Any |
| 150 | retired member reemployed for more than 780 hours during the |
| 151 | first 12 months of retirement shall give timely notice in |
| 152 | writing to the employer and to the division of the date he or |
| 153 | she will exceed the limitation. The division shall suspend his |
| 154 | or her retirement benefits for the remainder of the first 12 |
| 155 | months of retirement. Any person employed in violation of this |
| 156 | subparagraph and any employing agency which knowingly employs or |
| 157 | appoints such person without notifying the Division of |
| 158 | Retirement to suspend retirement benefits shall be jointly and |
| 159 | severally liable for reimbursement to the retirement trust fund |
| 160 | of any benefits paid during the reemployment limitation period. |
| 161 | To avoid liability, such employing agency shall have a written |
| 162 | statement from the retiree that he or she is not retired from a |
| 163 | state-administered retirement system. Any retirement benefits |
| 164 | received by a retired member while reemployed in excess of 780 |
| 165 | hours during the first 12 months of retirement shall be repaid |
| 166 | to the Retirement System Trust Fund, and retirement benefits |
| 167 | shall remain suspended until repayment is made. Benefits |
| 168 | suspended beyond the end of the retired member's first 12 months |
| 169 | of retirement shall apply toward repayment of benefits received |
| 170 | in violation of the 780-hour reemployment limitation. |
| 171 | 5. The State University System may reemploy a retired |
| 172 | member as an adjunct faculty member or as a participant in a |
| 173 | phased retirement program within the State University System |
| 174 | after the retired member has been retired for 1 calendar month, |
| 175 | in accordance with s. 121.021(39). Any retired member who is |
| 176 | reemployed within 1 calendar month after retirement shall void |
| 177 | his or her application for retirement benefits. The State |
| 178 | University System is subject to the retired contribution |
| 179 | required in subparagraph 7., as appropriate. A retired member |
| 180 | may be reemployed as an adjunct faculty member or a participant |
| 181 | in a phased retirement program for no more than 780 hours during |
| 182 | the first 12 months of his or her retirement. Any retired member |
| 183 | reemployed for more than 780 hours during the first 12 months of |
| 184 | retirement shall give timely notice in writing to the employer |
| 185 | and to the division of the date he or she will exceed the |
| 186 | limitation. The division shall suspend his or her retirement |
| 187 | benefits for the remainder of the first 12 months of retirement. |
| 188 | Any person employed in violation of this subparagraph and any |
| 189 | employing agency which knowingly employs or appoints such person |
| 190 | without notifying the Division of Retirement to suspend |
| 191 | retirement benefits shall be jointly and severally liable for |
| 192 | reimbursement to the retirement trust fund of any benefits paid |
| 193 | during the reemployment limitation period. To avoid liability, |
| 194 | such employing agency shall have a written statement from the |
| 195 | retiree that he or she is not retired from a state-administered |
| 196 | retirement system. Any retirement benefits received by a retired |
| 197 | member while reemployed in excess of 780 hours during the first |
| 198 | 12 months of retirement shall be repaid to the Retirement System |
| 199 | Trust Fund, and retirement benefits shall remain suspended until |
| 200 | repayment is made. Benefits suspended beyond the end of the |
| 201 | retired member's first 12 months of retirement shall apply |
| 202 | toward repayment of benefits received in violation of the 780- |
| 203 | hour reemployment limitation. |
| 204 | 6. The Board of Trustees of the Florida School for the |
| 205 | Deaf and the Blind may reemploy a retired member as a substitute |
| 206 | teacher, substitute residential instructor, or substitute nurse |
| 207 | on a noncontractual basis after he or she has been retired for 1 |
| 208 | calendar month, in accordance with s. 121.021(39). Any retired |
| 209 | member who is reemployed within 1 calendar month after |
| 210 | retirement shall void his or her application for retirement |
| 211 | benefits. The Board of Trustees of the Florida School for the |
| 212 | Deaf and the Blind reemploying such teachers, residential |
| 213 | instructors, or nurses is subject to the retirement contribution |
| 214 | required by subparagraph 7. Reemployment of a retired member as |
| 215 | a substitute teacher, substitute residential instructor, or |
| 216 | substitute nurse is limited to 780 hours during the first 12 |
| 217 | months of his or her retirement. Any retired member reemployed |
| 218 | for more than 780 hours during the first 12 months of retirement |
| 219 | shall give timely notice in writing to the employer and to the |
| 220 | division of the date he or she will exceed the limitation. The |
| 221 | division shall suspend his or her retirement benefits for the |
| 222 | remainder of the first 12 months of retirement. Any person |
| 223 | employed in violation of this subparagraph and any employing |
| 224 | agency which knowingly employs or appoints such person without |
| 225 | notifying the Division of Retirement to suspend retirement |
| 226 | benefits shall be jointly and severally liable for reimbursement |
| 227 | to the retirement trust fund of any benefits paid during the |
| 228 | reemployment limitation period. To avoid liability, such |
| 229 | employing agency shall have a written statement from the retiree |
| 230 | that he or she is not retired from a state-administered |
| 231 | retirement system. Any retirement benefits received by a retired |
| 232 | member while reemployed in excess of 780 hours during the first |
| 233 | 12 months of retirement shall be repaid to the Retirement System |
| 234 | Trust Fund, and his or her retirement benefits shall remain |
| 235 | suspended until payment is made. Benefits suspended beyond the |
| 236 | end of the retired member's first 12 months of retirement shall |
| 237 | apply toward repayment of benefits received in violation of the |
| 238 | 780-hour reemployment limitation. |
| 239 | 7. The employment by an employer of any retiree or DROP |
| 240 | participant of any state-administered retirement system shall |
| 241 | have no effect on the average final compensation or years of |
| 242 | creditable service of the retiree or DROP participant. Prior to |
| 243 | July 1, 1991, upon employment of any person, other than an |
| 244 | elected officer as provided in s. 121.053, who has been retired |
| 245 | under any state-administered retirement program, the employer |
| 246 | shall pay retirement contributions in an amount equal to the |
| 247 | unfunded actuarial liability portion of the employer |
| 248 | contribution which would be required for regular members of the |
| 249 | Florida Retirement System. Effective July 1, 1991, contributions |
| 250 | shall be made as provided in s. 121.122 for retirees with |
| 251 | renewed membership or subsection (13) with respect to DROP |
| 252 | participants. |
| 253 | 8. Any person who has previously retired and who is |
| 254 | holding an elective public office or an appointment to an |
| 255 | elective public office eligible for the Elected Officers' Class |
| 256 | on or after July 1, 1990, shall be enrolled in the Florida |
| 257 | Retirement System as provided in s. 121.053(1)(b) or, if holding |
| 258 | an elective public office that does not qualify for the Elected |
| 259 | Officers' Class on or after July 1, 1991, shall be enrolled in |
| 260 | the Florida Retirement System as provided in s. 121.122, and |
| 261 | shall continue to receive retirement benefits as well as |
| 262 | compensation for the elected officer's service for as long as he |
| 263 | or she remains in elective office. However, any retired member |
| 264 | who served in an elective office prior to July 1, 1990, |
| 265 | suspended his or her retirement benefit, and had his or her |
| 266 | Florida Retirement System membership reinstated shall, upon |
| 267 | retirement from such office, have his or her retirement benefit |
| 268 | recalculated to include the additional service and compensation |
| 269 | earned. |
| 270 | 9. Any person who is holding an elective public office |
| 271 | which is covered by the Florida Retirement System and who is |
| 272 | concurrently employed in nonelected covered employment may elect |
| 273 | to retire while continuing employment in the elective public |
| 274 | office, provided that he or she shall be required to terminate |
| 275 | his or her nonelected covered employment. Any person who |
| 276 | exercises this election shall receive his or her retirement |
| 277 | benefits in addition to the compensation of the elective office |
| 278 | without regard to the time limitations otherwise provided in |
| 279 | this subsection. No person who seeks to exercise the provisions |
| 280 | of this subparagraph, as the same existed prior to May 3, 1984, |
| 281 | shall be deemed to be retired under those provisions, unless |
| 282 | such person is eligible to retire under the provisions of this |
| 283 | subparagraph, as amended by chapter 84-11, Laws of Florida. |
| 284 | 10. The limitations of this paragraph apply to |
| 285 | reemployment in any capacity with an "employer" as defined in s. |
| 286 | 121.021(10), irrespective of the category of funds from which |
| 287 | the person is compensated. |
| 288 | 11. An employing agency may reemploy a retired member as a |
| 289 | firefighter or paramedic after the retired member has been |
| 290 | retired for 1 calendar month, in accordance with s. 121.021(39). |
| 291 | Any retired member who is reemployed within 1 calendar month |
| 292 | after retirement shall void his or her application for |
| 293 | retirement benefits. The employing agency reemploying such |
| 294 | firefighter or paramedic is subject to the retired contribution |
| 295 | required in subparagraph 8. Reemployment of a retired |
| 296 | firefighter or paramedic is limited to no more than 780 hours |
| 297 | during the first 12 months of his or her retirement. Any retired |
| 298 | member reemployed for more than 780 hours during the first 12 |
| 299 | months of retirement shall give timely notice in writing to the |
| 300 | employer and to the division of the date he or she will exceed |
| 301 | the limitation. The division shall suspend his or her retirement |
| 302 | benefits for the remainder of the first 12 months of retirement. |
| 303 | Any person employed in violation of this subparagraph and any |
| 304 | employing agency which knowingly employs or appoints such person |
| 305 | without notifying the Division of Retirement to suspend |
| 306 | retirement benefits shall be jointly and severally liable for |
| 307 | reimbursement to the Retirement System Trust Fund of any |
| 308 | benefits paid during the reemployment limitation period. To |
| 309 | avoid liability, such employing agency shall have a written |
| 310 | statement from the retiree that he or she is not retired from a |
| 311 | state-administered retirement system. Any retirement benefits |
| 312 | received by a retired member while reemployed in excess of 780 |
| 313 | hours during the first 12 months of retirement shall be repaid |
| 314 | to the Retirement System Trust Fund, and retirement benefits |
| 315 | shall remain suspended until repayment is made. Benefits |
| 316 | suspended beyond the end of the retired member's first 12 months |
| 317 | of retirement shall apply toward repayment of benefits received |
| 318 | in violation of the 780-hour reemployment limitation. |
| 319 | Section 4. Subsection (5) of section 175.191, Florida |
| 320 | Statutes, is amended to read: |
| 321 | 175.191 Disability retirement.--For any municipality, |
| 322 | special fire control district, chapter plan, local law |
| 323 | municipality, local law special fire control district, or local |
| 324 | law plan under this chapter: |
| 325 | (5) The benefit payable to a firefighter who retires from |
| 326 | the service of a municipality or special fire control district |
| 327 | due to total and permanent disability as a direct result of a |
| 328 | disability is the monthly income payable for 10 years certain |
| 329 | and life for which, if the firefighter's disability occurred in |
| 330 | the line of duty, his or her monthly benefit shall be the |
| 331 | accrued retirement benefit, but shall not be less than 42 |
| 332 | percent of his or her average monthly salary at the time of |
| 333 | disability. If after 10 years of service the disability is other |
| 334 | than in the line of duty, the firefighter's monthly benefit |
| 335 | shall be the accrued normal retirement benefit, but shall not be |
| 336 | less than 25 percent of his or her average monthly salary at the |
| 337 | time of disability. Notwithstanding any provision to the |
| 338 | contrary, the monthly retirement benefit payable to a |
| 339 | firefighter, emergency medical technician, or paramedic who |
| 340 | retires from service due to total and permanent disability as a |
| 341 | result of a catastrophic injury as defined in s. 440.02(38), |
| 342 | Florida Statutes 2002, suffered in the line of duty where such |
| 343 | injury is a result of a felonious act of another shall be the |
| 344 | accrued retirement benefit but shall not be less than 80 percent |
| 345 | of his or her average monthly salary at the time of disability. |
| 346 | Section 5. Subsection (5) of section 185.18, Florida |
| 347 | Statutes, is amended to read: |
| 348 | 185.18 Disability retirement.--For any municipality, |
| 349 | chapter plan, local law municipality, or local law plan under |
| 350 | this chapter: |
| 351 | (5) The benefit payable to a police officer who retires |
| 352 | from the service of the city with a total and permanent |
| 353 | disability as a result of a disability is the monthly income |
| 354 | payable for 10 years certain and life for which, if the police |
| 355 | officer's disability occurred in the line of duty, his or her |
| 356 | monthly benefit shall be the accrued retirement benefit, but |
| 357 | shall not be less than 42 percent of his or her average monthly |
| 358 | compensation as of the police officer's disability retirement |
| 359 | date. If after 10 years of service the disability is other than |
| 360 | in the line of duty, the police officer's monthly benefit shall |
| 361 | be the accrued normal retirement benefit, but shall not be less |
| 362 | than 25 percent of his or her average monthly compensation as of |
| 363 | the police officer's disability retirement date. Notwithstanding |
| 364 | any provision to the contrary, the monthly retirement benefit |
| 365 | payable to a police officer who retires from service due to |
| 366 | total and permanent disability as a result of a catastrophic |
| 367 | injury as defined in s. 440.02(38), Florida Statutes 2002, |
| 368 | suffered in the line of duty where such injury is a result of a |
| 369 | felonious act of another shall be the accrued retirement benefit |
| 370 | but shall not be less than 80 percent of the officer's average |
| 371 | monthly compensation as of the officer's disability retirement |
| 372 | date. |
| 373 | Section 6. Effective July 1, 2005, in order to fund the |
| 374 | benefits provided in s. 121.091, Florida Statutes, as amended by |
| 375 | this act: |
| 376 | (1) The contribution rate that applies to the Special Risk |
| 377 | Class of the defined benefit program of the Florida Retirement |
| 378 | System shall be increased by 0.02 percentage points. |
| 379 | (2) The contribution rate that applies to the Special Risk |
| 380 | Administrative Support Class of the defined benefit program of |
| 381 | the Florida Retirement System shall be increased by 0.14 |
| 382 | percentage points. |
| 383 |
|
| 384 | These increases shall be in addition to all other changes to |
| 385 | such contribution rates which may be enacted into law to take |
| 386 | effect on that date. The Division of Statutory Revision is |
| 387 | directed to adjust accordingly the contribution rates set forth |
| 388 | in s. 121.071, Florida Statutes. |
| 389 | Section 7. This act shall take effect July 1, 2005. |