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3 | 3 | | HB 1551 2022 |
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9 | 9 | | Page 1 of 6 |
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10 | 10 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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14 | 14 | | A bill to be entitled 1 |
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15 | 15 | | An act relating to the Florida Retirement System; 2 |
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16 | 16 | | amending s. 121.021, F.S.; redefining the term 3 |
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17 | 17 | | "termination"; providing a definition for the term 4 |
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18 | 18 | | "volunteer services"; amending s. 121.091; authorizing 5 |
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19 | 19 | | the Division of Retirement to adopt rules for the 6 |
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20 | 20 | | provision of volunteer services; authorizing employers 7 |
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21 | 21 | | to create volunteer programs; providing an effective 8 |
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22 | 22 | | date. 9 |
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23 | 23 | | 10 |
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24 | 24 | | Be It Enacted by the Legislature of the State of Florida: 11 |
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25 | 25 | | 12 |
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26 | 26 | | Section 1. Subsection (39) of section 121.021, Florida 13 |
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27 | 27 | | Statutes, is amended, and subsection (65) is added to that 14 |
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28 | 28 | | section, to read: 15 |
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29 | 29 | | 121.021 Definitions. —The following words and phrases as 16 |
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30 | 30 | | used in this chapter have the respe ctive meanings set forth 17 |
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31 | 31 | | unless a different meaning is plainly required by the context: 18 |
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32 | 32 | | (39)(a) "Termination" occurs, except as provided in 19 |
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33 | 33 | | paragraphs paragraph (b) and (c), when a member ceases all 20 |
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34 | 34 | | employment relationships with , and ceases providing ser vices to, 21 |
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35 | 35 | | all participating employers, however: 22 |
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36 | 36 | | 1. For retirements effective before July 1, 2010, if a 23 |
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37 | 37 | | member is employed by , or provides services to, any such 24 |
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38 | 38 | | employer within the next calendar month, termination shall be 25 |
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46 | 46 | | Page 2 of 6 |
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47 | 47 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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51 | 51 | | deemed not to have occurred. A l eave of absence constitutes a 26 |
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52 | 52 | | continuation of the employment relationship, except that a leave 27 |
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53 | 53 | | of absence without pay due to disability may constitute 28 |
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54 | 54 | | termination if such member makes application for and is approved 29 |
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55 | 55 | | for disability retirement in accordance with s. 121.091(4). The 30 |
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56 | 56 | | department or state board may require other evidence of 31 |
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57 | 57 | | termination as it deems necessary. 32 |
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58 | 58 | | 2. For retirements effective on or after July 1, 2010, if 33 |
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59 | 59 | | a member is employed by , or provides services to, any such 34 |
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60 | 60 | | employer within the ne xt 6 calendar months, termination shall be 35 |
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61 | 61 | | deemed not to have occurred. A leave of absence constitutes a 36 |
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62 | 62 | | continuation of the employment relationship, except that a leave 37 |
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63 | 63 | | of absence without pay due to disability may constitute 38 |
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64 | 64 | | termination if such member mak es application for and is approved 39 |
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65 | 65 | | for disability retirement in accordance with s. 121.091(4). The 40 |
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66 | 66 | | department or state board may require other evidence of 41 |
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67 | 67 | | termination as it deems necessary. 42 |
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68 | 68 | | (b) "Termination" for a member ending participation 43 |
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69 | 69 | | electing to participate in the Deferred Retirement Option 44 |
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70 | 70 | | Program occurs when the program participant ceases all 45 |
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71 | 71 | | employment relationships with , and ceases providing services to, 46 |
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72 | 72 | | all participating employers in accordance with s. 121.091(13), 47 |
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73 | 73 | | however: 48 |
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74 | 74 | | 1. For termination dates occurring before July 1, 2010, if 49 |
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75 | 75 | | a the member is employed by or provides services to, any such 50 |
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84 | 84 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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88 | 88 | | employer within the next calendar month, termination shall will 51 |
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89 | 89 | | be deemed not to have occurred, except as provided in s. 52 |
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90 | 90 | | 121.091(13)(b)4.c. A leave of absence constitutes shall 53 |
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91 | 91 | | constitute a continuation of the employment relationship. 54 |
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92 | 92 | | 2. For termination dates occurring on or after July 1, 55 |
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93 | 93 | | 2010, if a the member becomes employed by , or provides services 56 |
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94 | 94 | | to, any such employer within the next 6 calendar mo nths, 57 |
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95 | 95 | | termination shall will be deemed not to have occurred, except as 58 |
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96 | 96 | | provided in s. 121.091(13)(b)4.c. A leave of absence constitutes 59 |
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97 | 97 | | a continuation of the employment relationship. 60 |
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98 | 98 | | (c) Effective July 1, 2011, "termination" for a member 61 |
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99 | 99 | | receiving a refund of employee contributions occurs when a 62 |
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100 | 100 | | member ceases all employment relationships with , and ceases 63 |
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101 | 101 | | providing services to, all participating employers for 3 64 |
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102 | 102 | | calendar months. A leave of absence constitutes a continuation 65 |
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103 | 103 | | of the employment relationship. 66 |
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104 | 104 | | 67 |
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105 | 105 | | All terminations must be a termination of employment as defined 68 |
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106 | 106 | | in 26 C.F.R. s. 1.409A -1(h)(1)(ii). Volunteer services do not 69 |
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107 | 107 | | constitute employment by, or provision of services to, an 70 |
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108 | 108 | | employer. The department or state board may require any evidence 71 |
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109 | 109 | | of termination necessary to determine compliance with this 72 |
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110 | 110 | | chapter or the rules promulgated thereunder. 73 |
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111 | 111 | | (65) "Volunteer services" means services provided in 74 |
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112 | 112 | | accordance with any rules promulgated under s. 121.091(15). 75 |
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121 | 121 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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125 | 125 | | Section 2. Paragraph (c) of subsection (4) of section 76 |
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126 | 126 | | 121.091, Florida Statutes, is amended, and subsection (15) is 77 |
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127 | 127 | | added to that section, to read: 78 |
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128 | 128 | | 121.091 Benefits payable under the system. —Benefits may 79 |
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129 | 129 | | not be paid under this section unless the member has terminated 80 |
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130 | 130 | | employment as provided in s. 121.021(39)(a) or begun 81 |
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131 | 131 | | participation in the Deferred Retirement Option Program as 82 |
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132 | 132 | | provided in subsection (13), and a proper application has been 83 |
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133 | 133 | | filed in the manner prescribed by the department. The department 84 |
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134 | 134 | | may cancel an application for retirement benefits when the 85 |
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135 | 135 | | member or beneficiary fails to timely provide the information 86 |
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136 | 136 | | and documents required by this chapter and the department's 87 |
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137 | 137 | | rules. The department shall adopt rules establishing procedures 88 |
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138 | 138 | | for application for retirement benefits and for the cancellation 89 |
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139 | 139 | | of such application when the required information or documents 90 |
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140 | 140 | | are not received. 91 |
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141 | 141 | | (4) DISABILITY RETIREMENT BENEFIT. — 92 |
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142 | 142 | | (c) Proof of disability. —The administrator, before 93 |
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143 | 143 | | approving payment of any disabi lity retirement benefit, shall 94 |
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144 | 144 | | require proof that the member is totally and permanently 95 |
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145 | 145 | | disabled as provided herein: 96 |
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146 | 146 | | 1. Such proof shall include the certification of the 97 |
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147 | 147 | | member's total and permanent disability by two licensed 98 |
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148 | 148 | | physicians of the state and such other evidence of disability as 99 |
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149 | 149 | | the administrator may require, including reports from vocational 100 |
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157 | 157 | | Page 5 of 6 |
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158 | 158 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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162 | 162 | | rehabilitation, evaluation, or testing specialists who have 101 |
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163 | 163 | | evaluated the applicant for employment. A member whose position 102 |
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164 | 164 | | with an employer requires that the member work full time outside 103 |
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165 | 165 | | this state in the United States may include certification by two 104 |
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166 | 166 | | licensed physicians of the state where the member works. A 105 |
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167 | 167 | | member who is receiving care at a federal Veterans Health 106 |
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168 | 168 | | Administration facility may include cer tification by two 107 |
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169 | 169 | | licensed physicians working at the facility. 108 |
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170 | 170 | | 2. It must be documented that: 109 |
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171 | 171 | | a. The member's medical condition occurred or became 110 |
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172 | 172 | | symptomatic during the time the member was employed in an 111 |
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173 | 173 | | employee/employer relationship with his or her employer; 112 |
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174 | 174 | | b. The member was totally and permanently disabled at the 113 |
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175 | 175 | | time he or she terminated covered employment; and 114 |
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176 | 176 | | c. The member has not been employed with , or provided any 115 |
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177 | 177 | | services to, any other employer after such termination. 116 |
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178 | 178 | | 3. If the application is for in-line-of-duty disability, 117 |
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179 | 179 | | in addition to the requirements of subparagraph 2., it must be 118 |
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180 | 180 | | documented by competent medical evidence that the disability was 119 |
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181 | 181 | | caused by a job-related illness or accident which occurred while 120 |
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182 | 182 | | the member was in an emp loyee/employer relationship with his or 121 |
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183 | 183 | | her employer. 122 |
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184 | 184 | | 4. The unavailability of an employment position that the 123 |
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185 | 185 | | member is physically and mentally capable of performing will not 124 |
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186 | 186 | | be considered as proof of total and permanent disability. 125 |
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195 | 195 | | F L O R I D A H O U S E O F R E P R E S E N T A T I V E S |
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199 | 199 | | (15) VOLUNTEER SERVICES.—The division may adopt rules 126 |
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200 | 200 | | establishing criteria for volunteer services that retirees may 127 |
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201 | 201 | | provide to an employer while still being deemed to have a 128 |
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202 | 202 | | termination as defined in s. 121.021(39). Employers may 129 |
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203 | 203 | | establish volunteer programs in accordance with these rules. 130 |
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204 | 204 | | Section 3. This act shall take effect July 1, 2022. 131 |
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