- Effective: 6/27/1969
- Revision: 7/13/2010
THIS POLICY ONLY APPLIES TO EMPLOYEES WHO HAVE RETIRED PRIOR TO THE 2006-07 CONTRACT YEAR
- Board Policy
It is the intent of the Board to comply with the Age Discrimination in Employment Amendments of 1986 (P.L. No. 99-592). An employee's age shall not be a factor in determining separation from employment. - Administration Policy
The District Administration shall administer this policy for employees who retire from the District under the provisions of the Utah State Retirement Act in accordance with the following guidelines:
Guidelines- Notification of intent to retire
- Employees who plan to retire are encouraged to provide appropriate notice to the Human Resources Department to facilitate an appropriate replacement for the position being vacated.
- Employees qualifying for the early retirement provisions of the Utah State Retirement Act (Reference: Section 6-2-28) should give appropriate notification to the District and are encouraged to retire at the end of the year covered by the current contract.
- A request for early retirement may be initiated by the employee or the Administration.
- The Administrator of Human Resources shall provide assistance to retiring District employees in making written application for retirement benefits to the retirement office.
- Sick and personal leave bonus
Eligible employees will be paid for unused sick, personal leave days, and alternative leave days at the time of retirement based on 30 percent of the employee's contract salary according to the following guidelines:- Daily rate at time of retirement is used for figuring value of unused sick leave.
- Total eligible sick days will be computed at the rate of one (1) day per basic contract month FROM the date of continuous employment in the District; i.e., 9 days per year for 9-month employees, 10 days per year for 10-month employees, 11 days per year for 11-month employees, and l2 days per year for 12-month employees.
- Sick days, including sick bank and family health days used, during the above period of time will be subtracted FROM the total possible accumulation. Emergency days used between July 1, 1993, and July 1, 1997, are also subtracted from the total accumulation.
- The maximum benefit is 180 days for 9-month employees, 200 days for 10-month employees, 220 days for 11-month employees, and 240 days for 12-month employees,
- Additional days will be added to this maximum benefit at the rate of two (2) days for each year that no more than one (1) day of sick leave was used, including days deducted for sick bank.
- Additional days will be added to this maximum benefit according to Policies DP370B NEG—Alternative Leave Day, Classified, and DP335B NEG—Personal Leave, Classified. Retirees with 25 years of service with the Utah Retirement System have the option of authorizing the District to use the sick leave bonus and $75 per year service award to purchase additional service credit for the employee through the State Retirement System. Salary used to purchase service credit does not appear as employee income. (See Senate Bill 34, passed by the State Legislature in 1995.)
Note: This formula for retirement benefit has no relationship to the amount of available eligible sick leave days shown on the Time and Attendance Report or on the employee's check stub.
- Employees who qualify for retirement under the provisions of the Utah State Retirement System will be paid $75 for each year of service in Jordan School District at the time they retire.
- Insurance benefits for retirees
- Health and accident insurance
- The Board shall pay the premium for group health and life insurance benefits for retirees based on full-time equivalent years of service.
- Employees who work fewer than 4 hours per day are not eligible for insurance benefits.
- The duration of insurance benefits following retirement will be based on total years of full-time service in Jordan School District. Years of service will be calculated on full-time equivalents; e.g., 2 years of half-time service equal 1 year of full-time service.
- Beginning at the date of retirement, insurance benefits (health and life) shall be maintained according to the schedule below. The effective date of the health and accident retirement schedule is the first day of the month following the retirement date.
Full-time Equivalent Years Insurance Coverage
10 - 3 years (36 months)
15 - 3.5 years (42 months)
20 - 4 years (48 months)
25 - 5 years (60 months)
30 - 6 years (72 months)
35 - 7 years (84 months) - Benefits for part-time classified employees (fewer than 7 hours per day) shall be based on full-time equivalent (FTE) years of service determined by the hours worked per day times the years of service divided by 7.
Example for calculating FTE for a part-time employee who worked 4.5 hours per day for 15 years, 6 hours per day for 5 years, and 7 hours per day for 5 years:
4.5 x 15 = 67.5
6.0 x 5 = 30.0
7.0 x 5 = 35.0
132.5 divided by 7 = 18.93 FTE years.
Note: partial years are not rounded. - Employees who retire at the end of the contract year shall be covered under their regular contract insurance plan through Aug. 31. Retirement insurance benefits shall commence on Sept. 1 and continue for the number of years indicated by the schedule in item e. above.
- District insurance benefits for retirees covered under Medicare
- Three months before the retiree becomes eligible for Medicare coverage, an assessment will be made to determine the number of months of District insurance eligibility the retiree will have remaining when the retiree transfers from the District's group plan to Medicare. The following two options are available:
Option 1: Enroll in the District group supplemental insurance plan for the remaining months of eligibility and the dependents, if any, will be offered COBRA.
Option 2: Waive supplemental insurance. The number of remaining eligible months will include those months waived (i.e., spouse is still an active employee).
Examples of Options 1 and 2:
Option 1: 10 eligible months = supplemental insurance
Option 2: 10 eligible months = waive 6 months, enroll 4 months
- Three months before the retiree becomes eligible for Medicare coverage, an assessment will be made to determine the number of months of District insurance eligibility the retiree will have remaining when the retiree transfers from the District's group plan to Medicare. The following two options are available:
- Insurance benefits for retirees enrolled in COBRA
Continuation of coverage for the retiree under COBRA shall run concurrently with the medical coverage provided under this policy. Dependents will be offered COBRA at the time of group coverage loss.
- Health and accident insurance
- Continuing insurance benefits after eligibility has expired
Retirees who are not eligible for Medicare and who have exhausted their District insurance benefits may purchase insurance through the District's group insurance program.
(1) The premium will be set at 110% of the current group rate premium.
(2) The premium will be reassessed every year and may be adjusted upward if the group rate premium increases.
(3) Dependents will be offered COBRA at the time of group coverage loss. - All District insurance benefits terminate at the time of the retiree's death.
- Notification of intent to retire
- Post Retirement
If an employee retires under the provisions of the Utah State Retirement Act and desires to be rehired, they must meet the provisions of current law.