Or. Admin. Code § 459-010-0014 - Creditable Service in PERS Chapter 238 Program
(1) For
purposes of this rule:
(a) "Active member" has
the same meaning as provided in ORS
238.005.
(b) "Creditable service" has the same meaning
as provided in ORS 238.005.
(c) "Major fraction of a month" means a
minimum of 50 hours in any calendar month in which an active member is being
paid a salary by a participating public employer and for which benefits under
ORS Chapter 238 are funded by employer contributions.
(2) Except as provided in OAR
459-010-0010(3),
an active member accrues one month of creditable service for each month in
which the member performs service or recieves paid leave as described in OAR
459-010-0011 for the major
fraction of the month.
(3) An
active member is presumed to have performed service for a major fraction of a
month if:
(a) The member performs at least
600 hours of service in the calendar year and the member's employer(s) reports
salary and hours for a pay period occurring within the calendar
month;
(b) The member starts
employment on or before the 15th day of the calendar month and the employment
continues through the end of the month;
(c) The member starts employment on or before
the first day of the calendar month and ends employment on or after the 16th
day of the month; or
(d) The member
starts employment on or before the first day of the calendar month and ends
employment before the 16th day of the month, but is reemployed in a qualifying
position before the end of the month.
(4) A member or employer may seek to rebut
the determination of creditable service based on the presumptions in section
(3) by providing to PERS records that establish that the member did or did not
perform service for a major fraction of a month as defined in subsection (1)(c)
of this rule.
(5) An active member
who is a school employee will accrue six months of creditable service if the
member performs service for a major fraction of each month of a school year
when school is normally in session that falls between January 1 and June 30,
and six months of creditable service if the member performs service for a major
fraction of each month of a school year when school is normally in session that
falls between July 1 and December 31.
(a)
School is presumed to be in session during the following dates:
(A) For non-Higher Education employment, the
first half of the school year is presumed to begin on or before September 15
and end on or after December 16.
(B) For Higher Education employment, the
first half of the school year is presumed to begin on or before September 26
and end on or after December 16.
(C) For all school employment, the second
half of the school year is presumed to begin on or before January 7 and end on
or after May 26.
(b) If
the school year falls outside the presumed dates described above, PERS must
receive acceptable certification from the employer of the actual begin and end
dates for each half of the school year.
(c) An active member who is a school employee
on leave of absence without pay may accrue retirement credit as follows:
(A) If the period of leave of absence without
pay falls outside the dates when school is presumed to be in session, the
active member may accrue six months of retirement credit as described
above.
(B) If the leave of absence
without pay falls within the dates when school is presumed to be in session,
the active member may only accrue six months of retirement credit if the leave
of absence constitutes less than the major fraction of the month, as provided
in OAR 459-010-0010(3).
(C) If the leave of absence without pay falls
within the dates when the school year is in session, the active member may not
accrue six months of retirement credit if the leave of absence constitutes the
major fraction of the month, as provided in OAR
459-010-0010(3).
Such member may accrue one month of retirement credit for each month in which
the member performs service or receives paid leave for the major fraction of
the month, as described in section (2) of this rule.
(6) A member may not accrue more
than one month of creditable service for any calendar month and no more than
one year of creditable service for any calendar year.
Notes
Statutory/Other Authority: ORS 238.650
Statutes/Other Implemented: ORS 238.005 & 238.300
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(1) For purposes of this rule:
(a) "Active member" has the same meaning as provided in ORS 238.005.
(b) "Creditable service" has the same meaning as provided in ORS 238.005.
(c) "Major fraction of a month" means a minimum of 50 hours in any calendar month in which an active member is being paid a salary by a participating public employer and for which benefits under ORS Chapter 238 are funded by employer contributions .
(2) Except as provided in OAR 459-010-0010(3), an active member accrues one month of creditable service for each month in which the member performs service for the major fraction of the month.
(3) An active member is presumed to have performed service for a major fraction of a month if:
(a) The member performs at least 600 hours of service in the calendar year and the member's employer(s) reports salary and hours for a pay period occurring within the calendar month ;
(b) The member starts employment on or before the 15th day of the calendar month and the employment continues through the end of the month;
(c) The member starts employment on or before the first day of the calendar month and ends employment on or after the 16th day of the month; or
(d) The member starts employment on or before the first day of the calendar month and ends employment before the 16th day of the month, but is reemployed in a qualifying position before the end of the month.
(4) A member or employer may seek to rebut the determination of creditable service based on the presumptions in section (3) by providing to PERS records that establish that the member did or did not perform service for a major fraction of a month as defined in subsection (1)(c) of this rule.
(5) Except as provided in OAR 459-010-0010(3), an active member who is a school employee will accrue six months of creditable service if the member performs service for a major fraction of each month of a school year that falls between January 1 and June 30, and six months of creditable service if the member performs service for a major fraction of each month of a school year that falls between July 1 and December 31.
(6) A member may not accrue more than one month of creditable service for any calendar month and no more than one year of creditable service for any calendar year .
(7) The provisions of this rule are effective for service credit determinations made on or after January 1, 2008.
Notes
Stat. Auth.: ORS 238.650
Stats. Implemented: ORS 238.005 & 238.300