4117.11 AR - Preretirement Part-Time Employment

Administrative Regulation No. 4117.11
Reviewed:  March 15, 2012


When the Governing Board has adopted the reduced workload program, any certificated employee may reduce his/her workload from full time to part time in accordance with applicable law, district regulations, and collective bargaining agreement.

Any such certificated employee who is a member of the defined benefit program of the California State Teachers’ Retirement System (STRS) may continue to receive the service credits and maintain the retirement and health benefits that he/she would have received if employed on a full-time basis under provided the following conditions exist: (Education Code 22713, 44922)

1.      The option to reduce the employee’s workload shall be exercised at the request of the employee and the agreement to reduce the workload shall be in effect at the beginning of the school year.

2.      Prior to the reduction in workload, the employee shall a minimum of 10 years of creditable service, of which the immediately preceding five years were full-time employment.

3.      The employee shall not have had a break in service during the five years immediately preceding the reduction in workload. Sabbaticals, other approved leaves of absence, and unpaid absences from full-time employment for personal reasons shall not constitute a break in service. However, the period of time during which a member is retired shall constitute a break in service and the employee shall be required to be employed in creditable service on a full-time basis for at least five school years preceding the workload reduction if he/she reinstates from retirement.

4.      The employee shall have reached the age of 55 years prior to the workload reduction.

5.      The employee shall not hold a position with a salary above that of a school principal.

6.      The reduced workload shall be equal to at least one-half of the time the district requires for full-time employment, in accordance with Education Code 22128.5 pursuant to the employee's contract of employment during his/her last year of full-time employment preceding the reduction in workload.

7.      The employee shall be paid compensation that is the pro rata share of the creditable compensation the employee would have earned had he/she not opted to reduce his/her workload.

8.      For each school year that the employee’s workload is reduced, the district and/or employee shall make any payment or contribution necessary for the employee’s retention of a benefit to which he/she is entitled if employed full time, in the same manner as if the employee were employed full time.

9.      The agreement may be revoked only by mutual consent of the employee and the Superintendent or designee.

         However, an employee who has entered into a formalized agreement with the district to have his/her contribution into the defined benefit program paid by the district may not terminate the agreement to reduce his/her workload except by one of the following:

a. Terminating his/her service
b. Retiring from service under the desired benefit program
c. Continuing to perform creditable service under a new reduced workload arrangement for al least one-half of the time the district requires for full-time employment in accordance with Education Code 22135.5
d. Returning to full-time employment

10.    The period of reduced workload shall not exceed 5 years.

Prior to the reduction of an employee’s workload, the Superintendent or designee shall verify the employee’s eligibility in conjunction with the administrative staff of STRS and/or the Public Employees’ Retirement System. (Education Code 22713)

The Superintendent or designee shall maintain the necessary records to separately identify each employee who participates in the reduced workload program. (Education Code 22713)

Legal Reference:

22119.5 Creditable service, definition
22138.5 Full-time, definition
22713 Part-time employment; reduction of workload from full-time; credit
22903 Payment of contributions by employer for tax deferred purposes
44922 Regulations; reduction to part-time employment
44922 Regulations; reduction to part-time employment
21110-21120 Reduced workload, partial service retirement under PERS
53201 Health and welfare benefits: election by officers and employees

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