Senate Bill sb2384

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    Florida Senate - 2003                                  SB 2384

    By Senator Bullard





    39-1756-03

  1                      A bill to be entitled

  2         An act relating to reemployment of educational

  3         personnel; amending s. 121.091, F.S.; providing

  4         that certain restrictions with respect to

  5         reemployment immediately following retirement

  6         do not apply to educational personnel;

  7         providing an effective date.

  8  

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

10  

11         Section 1.  Paragraph (b) of subsection (9) of section

12  121.091, Florida Statutes, is amended to read:

13         121.091  Benefits payable under the system.--Benefits

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

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

16  begun participation in the Deferred Retirement Option Program

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

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

19  department may cancel an application for retirement benefits

20  when the member or beneficiary fails to timely provide the

21  information and documents required by this chapter and the

22  department's rules. The department shall adopt rules

23  establishing procedures for application for retirement

24  benefits and for the cancellation of such application when the

25  required information or documents are not received.

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

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

28  except under the disability retirement provisions of

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

30  employer after retirement and receive retirement benefits and

31  compensation from his or her employer without any limitations,

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    Florida Senate - 2003                                  SB 2384
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 1  except that a person, other than a person defined as

 2  "educational personnel" under s. 1012.99 who has completed the

 3  maximum term of service under subparagraph (13)(b)1., may not

 4  receive both a salary from reemployment with any agency

 5  participating in the Florida Retirement System and retirement

 6  benefits under this chapter for a period of 12 months

 7  immediately subsequent to the date of retirement. However, a

 8  DROP participant shall continue employment and receive a

 9  salary during the period of participation in the Deferred

10  Retirement Option Program, as provided in subsection (13).

11         2.  Any person to whom the limitation in subparagraph

12  1. applies who violates such reemployment limitation and who

13  is reemployed with any agency participating in the Florida

14  Retirement System before completion of the 12-month limitation

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

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

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

18  limitation period.  Any person employed in violation of this

19  paragraph and any employing agency which knowingly employs or

20  appoints such person without notifying the Division of

21  Retirement to suspend retirement benefits shall be jointly and

22  severally liable for reimbursement to the retirement trust

23  fund of any benefits paid during the reemployment limitation

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

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

26  retired from a state-administered retirement system.  Any

27  retirement benefits received while reemployed during this

28  reemployment limitation period shall be repaid to the

29  retirement trust fund, and retirement benefits shall remain

30  suspended until such repayment has been made.  Benefits

31  suspended beyond the reemployment limitation shall apply

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    Florida Senate - 2003                                  SB 2384
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 1  toward repayment of benefits received in violation of the

 2  reemployment limitation.

 3         3.  A district school board may reemploy a retired

 4  member as a substitute or hourly teacher, education

 5  paraprofessional, transportation assistant, bus driver, or

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

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

 8  121.021(39).  Any retired member who is reemployed within 1

 9  calendar month after retirement shall void his or her

10  application for retirement benefits. District school boards

11  reemploying such teachers, education paraprofessionals,

12  transportation assistants, bus drivers, or food service

13  workers are subject to the retirement contribution required by

14  subparagraph 7.  Reemployment of a retired member as a

15  substitute or hourly teacher, education paraprofessional,

16  transportation assistant, bus driver, or food service worker

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

18  her retirement.  Any retired member reemployed for more than

19  780 hours during his or her first 12 months of retirement

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

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

22  The division shall suspend his or her retirement benefits for

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

24  person employed in violation of this subparagraph and any

25  employing agency which knowingly employs or appoints such

26  person without notifying the Division of Retirement to suspend

27  retirement benefits shall be jointly and severally liable for

28  reimbursement to the retirement trust fund of any benefits

29  paid during the reemployment limitation period.  To avoid

30  liability, such employing agency shall have a written

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

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    Florida Senate - 2003                                  SB 2384
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 1  a state-administered retirement system.  Any retirement

 2  benefits received by a retired member while reemployed in

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

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

 5  or her retirement benefits shall remain suspended until

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

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

 8  toward repayment of benefits received in violation of the

 9  780-hour reemployment limitation.

10         4.  A community college board of trustees may reemploy

11  a retired member as an adjunct instructor, that is, an

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

13  participant in a phased retirement program within the Florida

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

15  1 calendar month, in accordance with s. 121.021(39).  Any

16  retired member who is reemployed within 1 calendar month after

17  retirement shall void his or her application for retirement

18  benefits.  Boards of trustees reemploying such instructors are

19  subject to the retirement contribution required in

20  subparagraph 7.  A retired member may be reemployed as an

21  adjunct instructor for no more than 780 hours during the first

22  12 months of retirement.  Any retired member reemployed for

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

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

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

26  The division shall suspend his or her retirement benefits for

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

28  person employed in violation of this subparagraph and any

29  employing agency which knowingly employs or appoints such

30  person without notifying the Division of Retirement to suspend

31  retirement benefits shall be jointly and severally liable for

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    Florida Senate - 2003                                  SB 2384
    39-1756-03




 1  reimbursement to the retirement trust fund of any benefits

 2  paid during the reemployment limitation period.  To avoid

 3  liability, such employing agency shall have a written

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

 5  a state-administered retirement system.  Any retirement

 6  benefits received by a retired member while reemployed in

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

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

 9  retirement benefits shall remain suspended until repayment is

10  made.  Benefits suspended beyond the end of the retired

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

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

13  reemployment limitation.

14         5.  The State University System may reemploy a retired

15  member as an adjunct faculty member or as a participant in a

16  phased retirement program within the State University System

17  after the retired member has been retired for 1 calendar

18  month, in accordance with s. 121.021(39).  Any retired member

19  who is reemployed within 1 calendar month after retirement

20  shall void his or her application for retirement benefits.

21  The State University System is subject to the retired

22  contribution required in subparagraph 7., as appropriate. A

23  retired member may be reemployed as an adjunct faculty member

24  or a participant in a phased retirement program for no more

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

26  retirement.  Any retired member reemployed for more than 780

27  hours during the first 12 months of retirement shall give

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

29  of the date he or she will exceed the limitation.  The

30  division shall suspend his or her retirement benefits for the

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

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    Florida Senate - 2003                                  SB 2384
    39-1756-03




 1  employed in violation of this subparagraph and any employing

 2  agency which knowingly employs or appoints such person without

 3  notifying the Division of Retirement to suspend retirement

 4  benefits shall be jointly and severally liable for

 5  reimbursement to the retirement trust fund of any benefits

 6  paid during the reemployment limitation period.  To avoid

 7  liability, such employing agency shall have a written

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

 9  a state-administered retirement system.  Any retirement

10  benefits received by a retired member while reemployed in

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

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

13  retirement benefits shall remain suspended until repayment is

14  made.  Benefits suspended beyond the end of the retired

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

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

17  reemployment limitation.

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

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

20  substitute teacher, substitute residential instructor, or

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

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

23  121.021(39).  Any retired member who is reemployed within 1

24  calendar month after retirement shall void his or her

25  application for retirement benefits. The Board of Trustees of

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

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

28  retirement contribution required by subparagraph 7.

29  Reemployment of a retired member as a substitute teacher,

30  substitute residential instructor, or substitute nurse is

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

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    Florida Senate - 2003                                  SB 2384
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 1  retirement.  Any retired member reemployed for more than 780

 2  hours during the first 12 months of retirement shall give

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

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

 5  shall suspend his or her retirement benefits for the remainder

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

 7  violation of this subparagraph and any employing agency which

 8  knowingly employs or appoints such person without notifying

 9  the Division of Retirement to suspend retirement benefits

10  shall be jointly and severally liable for reimbursement to the

11  retirement trust fund of any benefits paid during the

12  reemployment limitation period.  To avoid liability, such

13  employing agency shall have a written statement from the

14  retiree that he or she is not retired from a

15  state-administered retirement system.  Any retirement benefits

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

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

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

19  benefits shall remain suspended until payment is made.

20  Benefits suspended beyond the end of the retired member's

21  first 12 months of retirement shall apply toward repayment of

22  benefits received in violation of the 780-hour reemployment

23  limitation.

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

25  DROP participant of any state-administered retirement system

26  shall have no effect on the average final compensation or

27  years of creditable service of the retiree or DROP

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

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

30  121.053, who has been retired under any state-administered

31  retirement program, the employer shall pay retirement

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    Florida Senate - 2003                                  SB 2384
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 1  contributions in an amount equal to the unfunded actuarial

 2  liability portion of the employer contribution which would be

 3  required for regular members of the Florida Retirement System.

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

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

 6  subsection (13) with respect to DROP participants.

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

 8  holding an elective public office or an appointment to an

 9  elective public office eligible for the Elected Officers'

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

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

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

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

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

15  121.122, and shall continue to receive retirement benefits as

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

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

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

19  1, 1990, suspended his or her retirement benefit, and had his

20  or her Florida Retirement System membership reinstated shall,

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

22  benefit recalculated to include the additional service and

23  compensation earned.

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

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

26  concurrently employed in nonelected covered employment may

27  elect to retire while continuing employment in the elective

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

29  terminate his or her nonelected covered employment.  Any

30  person who exercises this election shall receive his or her

31  retirement benefits in addition to the compensation of the

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    Florida Senate - 2003                                  SB 2384
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 1  elective office without regard to the time limitations

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

 3  exercise the provisions of this subparagraph, as the same

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

 5  under those provisions, unless such person is eligible to

 6  retire under the provisions of this subparagraph, as amended

 7  by chapter 84-11, Laws of Florida.

 8         10.  The limitations of this paragraph apply to

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

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

11  which the person is compensated.

12         11.  An employing agency may reemploy a retired member

13  as a firefighter or paramedic after the retired member has

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

15  121.021(39). Any retired member who is reemployed within 1

16  calendar month after retirement shall void his or her

17  application for retirement benefits. The employing agency

18  reemploying such firefighter or paramedic is subject to the

19  retired contribution required in subparagraph 8. Reemployment

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

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

22  retirement. Any retired member reemployed for more than 780

23  hours during the first 12 months of retirement shall give

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

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

26  shall suspend his or her retirement benefits for the remainder

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

28  violation of this subparagraph and any employing agency which

29  knowingly employs or appoints such person without notifying

30  the Division of Retirement to suspend retirement benefits

31  shall be jointly and severally liable for reimbursement to the

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    Florida Senate - 2003                                  SB 2384
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 1  Retirement System Trust Fund of any benefits paid during the

 2  reemployment limitation period. To avoid liability, such

 3  employing agency shall have a written statement from the

 4  retiree that he or she is not retired from a

 5  state-administered retirement system. Any retirement benefits

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

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

 8  to the Retirement System Trust Fund, and retirement benefits

 9  shall remain suspended until repayment is made. Benefits

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

11  months of retirement shall apply toward repayment of benefits

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

13         Section 2.  This act shall take effect July 1, 2003.

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15            *****************************************

16                          SENATE SUMMARY

17    Provides that a provision prohibiting reemployment during
      the 12 months immediately subsequent to the date of
18    retirement does not apply to educational personnel.

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