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4117.14 AR Administrative Regulation

Postretirement Employment

The Superintendent or designee may utilize retired certificated individuals who possess unique knowledge and experience to perform specialized work of a limited duration. A retired certificated individual who is a member of the State Teachers' Retirement System (STRS) and retained by the district to perform services pursuant to this administrative regulation shall not make contributions to the retirement fund or accrue service credit based on compensation earned from service. (Education Code 24214) Postretirement Compensation Limitation A retired individual retained under this program shall be paid at a rate commensurate with that of other employees performing comparable duties. The retired individual may earn compensation for creditable service up to the compensation limitation specified by law. This limit applies only to earnings for service that would be creditable for STRS purposes if performed by a current employee. (Education Code 22119.5, 24214, 35046) Upon retaining the services of a retired individual as a district employee, employee of a third party, or an independent contractor, the Superintendent or designee shall: (Education Code 22461, 24214) - Advise the retired individual of the postretirement compensation limitation set forth in Education Code 24116, 24214, and 24215 - Maintain accurate records of the retired individual's compensation and report the compensation monthly to STRS and the individual regardless of the method of payment or the fund from which the payments are made When retaining a retired individual eligible for any of the exemptions from the postretirement compensation limitation stated below, the Superintendent or designee shall submit all required documentation to substantiate eligibility for the exemption to STRS. (Education Code 24216) Exemption for Providing Specified Instructional Services Any retired certificated individual employed by the district shall be exempt from the compensation limitation specified in law for members of STRS provided that he/she retired from service with an effective date on or before January 1, 2006, and is employed to provide any of the following services: (Education Code 24216.5, 24216.6) - Direct classroom instruction to students in grades K-12 - Support and assessment for new teachers through the Beginning Teacher Support and Assessment System pursuant to Education Code 44279.1-44279.7 - Support to individuals completing student teaching assignments - Support to individuals participating in an alternative certification program (Education Code 44380-44386) or a school paraprofessional teacher training program (Education Code 44390-44393) - Instruction and student services to students enrolled in special education programs pursuant to Education Code 56000-56885 - Instruction to students enrolled in English language learner programs pursuant to Education Code 400-410 and 430-446 - Direct remedial instruction to students in grades 2-12 for the programs specified in Education Code 37252 and 37252.2 Retired individuals who are exempt from the limitation on compensation shall be treated as part of a distinct class of temporary employees within the existing bargaining unit whose service may not be included in computing the service required as a prerequisite to attainment of or eligibility for classification as a permanent employee of the district. (Education Code 24216.5, 24216.6) The compensation for the class of retired individuals shall be agreed to in the collective bargaining agreement between the district and the exclusive representative for the bargaining unit. (Education Code 24216.5, 24216.6) Exemption for Emergency Situations or Appointment as a Trustee/Administrator A retired certificated individual shall be exempt from the postretirement compensation limitation for a maximum period of two years if he/she is appointed by the Superintendent of Public Instruction as a trustee or administrator pursuant to Education Code 41320.1, appointed as a trustee pursuant to the Immediate Intervention/Underperforming Schools Program or the High Priority Schools Grant Program, or assigned to a position by the County Superintendent of Schools pursuant to Education Code 42122-42129. (Education Code 24216) Until June 30, 2009, a retired individual shall be exempt from the postretirement compensation limitation up to an additional one-half of the full-time position when employed in an emergency situation to fill a vacant administrative position requiring highly specialized skills, provided that all of the following conditions are met: (Education Code 24216) - The vacancy occurred due to circumstances beyond the district's control. - The recruitment process to fill the vacancy on a permanent basis is expected to extend over several months. - The employment is reported in a public meeting of the Board of Education. The above exemptions shall not apply to any individual who has received additional retirement service credit pursuant to Education Code 22715 or 22716. A retiree who has received an additional service credit pursuant to Education Code 22714 or 22714.5 shall be ineligible for the above exemptions for one year from his/her effective date of retirement for service performed in any California district, community college district, or county office of education. (Education Code 24216) Consultancy Contracts A retired certificated employee serving as a consultant shall be retained as an employee and his/her service shall be limited in accordance with retirement system rules and regulations. (Education Code 35046) To be eligible for consideration for a consultancy contract, a retired certificated employee must have served the district or the County Superintendent for at least 10 years and be at least 55 years of age. (Education Code 35046) Retirement consultancy contracts are renewable annually for up to five years or until the employee reaches age 65, whichever comes first. (Education Code 35046)

Legal & Management References

State
5 CCR 27000-27009 - Penalties and interests for late remittances and late and unacceptable reporting by employers
Ed. Code 22119.5 - Creditable service; definition
Ed. Code 22131 - Employer; employing agency, definition
Ed. Code 22164.5 - Retired member activities; definition
Ed. Code 22461 - Postretirement compensation limitation
Ed. Code 22714 - Service credit under STRS; additional two years
Ed. Code 22715 - Additional service credit
Ed. Code 22716 - Unpaid services
Ed. Code 24214 - Creditable service by retiree
Ed. Code 24214.5 - Postretirement compensation limit; members below normal retirement age
Ed. Code 26113 - Creditable service; definition
Ed. Code 35046 - Consultancy contracts
Ed. Code 44830 - Employment of certificated persons
Ed. Code 44830.3 - Employing district interns
Ed. Code 44929 - Service credit under STRS; additional two years
Ed. Code 44929.1 - 2+2 service and year credit option under STRS
Ed. Code 45134 - Age limits
Management Resources
Website - CSBA District and County Office of Education Legal Services
Website - California State Teachers' Retirement System

Cross References